Scope of Services can be customized to take advantage of Clients' in-house resources and capabilities.
Long Term Real Estate Planning & Due Diligence
» Establish project Goals; identify stakeholders; determine communication protocol
» Identify milestones, available resources and in-house capabilities
» Prepare the overall Project Schedule, focusing on front-end activities
» Identify areas of required research, compile statistics, research code requirements, etc.
» Coordinate and prioritize requests from various stakeholders; identify conflicts
» Conduct surveys of existing conditions, site, components or systems
» Compile programming, adjacency, and space-planning requirements
» Review transition schemes, long term options, phasing, etc., as required
» Prepare the overall conceptual Project Budget
Preliminary Design
» Interview various stakeholders to compile detailed lists of requirements
» Assist with preparation of Programming comments to guide the Architect
» Attend space-planning meetings, respond to requests for information, and provide other pre-construction services
» Provide or obtain preliminary pricing information to guide the Architect as they prepare the construction documents
» Assist with value engineering options, code compliance suggestions, etc., as required
Final Design & Construction Documents
» Assist the Architect as required to develop plans suitable for competitive bidding and permitting
» Update the Project Budget as required
» Update the Project Schedule; develop schedule expediting opportunities, if required
Construction
» Identify and pre-qualify suitable general contractor candidates
» Prepare RFP to accompany drawings for competitive bidding purposes
» Manage the competitive bid process, evaluate bids, recommend Award
» Review construction agreement
» Work with General Contractor to identify cost savings opportunities
» Monitor quality of construction via regular job-site inspections
» Prepare, monitor, report periodically, and revise as needed the Project Schedule and Budget
» Chair regular construction meetings, and provide meeting minutes, distributed to all parties
» Monitor all standard construction documentation, including submittals, RFI’s, etc.
» Review and negotiate all contractor change orders and obtain Client approval
» Review and recommend payment of all contractor invoices
» Monitor punch-list progress and completion
» Assist during punchlist period for complaints, modifications, etc.
» Provide written summary of budget, schedule and documentation to Client at regular intervals
Fixturization
» Assist Client with researching, specifying, obtaining bids, ordering, scheduling and monitor installations for all required components and systems, such as furniture, equipment, signage, artwork, cabling, security & access systems, appliances, specialty equipment, etc.
Relocation
» Prepare a Request for Proposal from suitable relocation firms
» Assist with Move Plan and Schedule
Accounting & Project Close-out
» Obtain close-out package from General Contractor
» Review all unconditional lien releases for all payments made to General Contractor
» Assist Client’s Accounting Department with depreciation schedules, etc.
» Identify post-completion requirements and implement