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We will do
absolutely whatever it takes to help you
turn your vision for the future of your facility into reality.
The degree to which we participate is completely
up to you. We can bring our full range
of services to bear on your behalf. Or,
at your request, we can provide point solutions
and handle specific areas of a project.
This is what we do:
Project Feasibility
| A. |
Refine
Project Definition
(confirm project
objectives, prepare
preliminary space
program) |
| B. |
Identify and Evaluate Potential
Sites (against the program, budget and schedule
objectives) |
| C. |
Confirm
the Feasibility
of Conceptual Site
and Building Plans
(assess functional
efficiency, capacity,
marketability
and zoning compliance) |
| D. |
Confirm
Project Financing
(manage and/or
prepare construction
cost estimate, preliminary
financing pro forma,
market assessment,
business plan,
contacts with prospective
lenders and investors) |
| E. |
Prepare
Project Development
Schedule |
Project Implementation
| A. |
Site
Management |
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1. |
Negotiate acquisition
of site (purchase
or lease) |
| B. |
Design
Management (consistent with program,
budget and schedule objectives) |
| |
1. |
Design team selection and contract negotiation |
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2. |
Design team management |
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3. |
Value engineering |
| |
4. |
Energy and conservation/green building
analysis |
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5. |
Perform in-progress design reviews |
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6. |
Assist with procurement and contract administration of
specialty consultants |
| C. |
Budget
Management |
| |
1. |
Refine and update project budget
(ongoing) |
| |
2. |
Refine financing pro
forma |
| |
3. |
Manage cost estimating and value
engineering |
| |
4. |
Review, recommend and process project
invoices |
| D. |
Schedule
Management |
| |
1. |
Refine and update project schedule
(ongoing) |
| E. |
Furniture,
Fixtures and Equipment Management |
| |
1. |
Coordinate selection of furniture,
fixtures and equipment (voice, data,
security, etc.) |
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2. |
Coordinate procurement and installation of furniture, fixtures and equipment |
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3. |
Prepare keying schedule |
| F. |
Zoning
and Permit Management |
| |
1. |
Facilitate rezoning, conditional use and
variance approvals (as required) |
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2. |
Expedite obtaining Site Plan Permit |
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3. |
Expedite obtaining Building Permit |
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4. |
Expedite obtaining Grading Permit |
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5. |
Expedite obtaining Storm Water Management Permits
and easements |
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6. |
Expedite obtaining Forest Conservation Permits and easements |
| G. |
Financing
Management |
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1. |
Provide comparative analysis of
financial options (including taxable, tax exempt, historic tax credits, new markets and other tax credits) |
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2. |
Solicit proposals
from lending institutions |
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3. |
Prepare financing applications |
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4. |
Review and negotiate loan documents |
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5. |
Solicit, review and/or negotiate
supporting documents e.g., appraisal,
environmental assessment, zoning
opinion, agreements to complete,
draw schedule, etc. |
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6. |
Prepare draw requests |
| H. |
Construction
Oversight (the following assumes
project is bid to pre-qualified general
contractors; however, alternative
approaches may be preferable depending
on market conditions and other factors) |
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1. |
Identify pre-qualified general
contractors (GC's) |
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2. |
Prepare bid package
(including construction phasing sequence,
invitation to bid, bid form, supplemental
general conditions) |
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3. |
Review and evaluate GC proposals |
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4. |
Negotiate GC agreement |
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5. |
Monitor construction (visit site
1-2 times per week, attend
progress meetings, review change
orders, participate in creating punch
lists, testing and commissioning
and final acceptance of construction) |
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6. |
Coordinate owner's construction testing program |
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7. |
Coordinate procurement and installation of owner
equipment (voice, data, security,
audio visual, etc.) |
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8. |
Coordinate commissioning services |
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9. |
Coordinate assembly and turnover
of operation and maintenance manuals,
warrantees, etc. |
| I. |
Move-In Management |
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1. |
Coordinate phased move-in of new
and renovated facilities |
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2. |
Coordinate equipment relocations
and start-up |
| J. |
LEED (Leadership in Energy and Environmental Design) Certification Services |
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1. |
Facilitate development of LEED strategy involving owner and design
team members |
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2. |
Manage LEED project registration and certification
process |
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3. |
Facilitate analysis of design options for LEED certification impact |
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4. |
Monitor development of construction documents for conformance
with LEED requirements |
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5. |
Monitor construction for conformance with LEED requirements |
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6. |
Manage LEED certification progress |
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