OCCUPANCY PHASE

REVIEW / ASSESS / IMPROVE

Manage occupancy action plans and coordinate move vendors for installations and relocation activities.

  • Relocation Planning/Management
  • Develop Relocation Strategy & Milestones
  • Develop Change Management and Communications Plan
  • Move Committee Composition & Training
  • New & Re-Use Furniture Allocation
  • Files/Storage Transition Strategy
  • Move Vendor RFP/Recommend Vendor
  • Negotiate Move Vendor Contract
  • Direct Move Committee/Orientation Meetings
  • Obtain Certificate of Occupancy/Temp. Certificate of Occupancy*
  • Operational Detail, Placards, and Directional Signage
  • Coordination with Landlord and/or Property Management 
  • Origin & Destination Side Move Preparation
  • Origin & Destination Side Move Coordination
  • Onsite Management of all Vendor Installations and Relocation Activities
  • Fine Tuning & 3 Day Help Desk Support (post-move)
  • Move Vendor Close-Out and Audit
  • Final Punch List/ Project Close-Out Activities
  • Final Budget Reconciliation
  • Lessons Learned & Post-Occupancy Audit

*Please note Relocation Planning and Management efforts begin well before the cert. of occupancy is achieved. Waiting until cert. of occupancy to start will only produce highly undesirable and costly outcomes.

FISCAL MANAGEMENT

  • Budget tracking
  • Application for Payment/draw process and audit
  • Vendor payment & closeout
  • Budget Reconciliation
  • Review/assess/improve