SERVICES

We bring dedication, direction and ease to all projects that we manage. From the strategic planning phase to final occupancy phase, we deliver comprehensive leadership to commercial developments and projects. Our expertise includes, but is not limited to, project management, business relocation and owner’s rep services. Whether you’re looking to move your office to a new location or hire an advocate to guide your commercial real estate project, we’re here to ensure your projects go smoothly from start to finish.

Strategic Facility Planning Phase

  • Conduct client workplace strategy sessions
  • Advise on contemporary workplace options
  • Advise on contemporary furniture solutions
  • Develop programmatic requirements docs
  • Develop design narrative & overview
  • Conduct expansion/contraction studies
  • Process workflow re-engineering as req’d
  • Conduct developer pre-qualification
  • Create project budget formats
  • Create cash flow formats
  • Create preliminary project schedules
  • Develop facility specification if build to suit
  • Advise on sustainability/LEED issues

Transaction Support Phase

  • Participate in real estate strategy sessions
  • Develop site selection criteria matrix
  • Tour client space for issues to address
  • Participate in site walk-through
  • Conduct building evaluations. Due diligence
  • Evaluate sites for embedded value/defects
  • Develop comparative ti cost for each site
  • Note base building defects, remedies req’d
  • Evaluate lease for construction approach
  • Review landlord proposed costs
  • Comment on/revise tenant work letter
  • Comment on/revise facility spec
  • Negotiate landlord/tenant costs
  • Recommend/negotiate work letter changes
  • Concept budgets/schedules for each site

Project Team Composition Phase

  • Advise on project team approaches
  • Review/apply client procurement regs
  • Ascertain approach to current client partner
  • Pre-qualify developers if build-to-suit
  • Pre-qualify architects, general contractors
  • Develop/distribute request for proposals
  • Create proposal evaluation criteria matrices
  • Review & rank proposals against criteria
  • Create interview evaluation criteria matrix
  • Conduct interviews and partner de-briefs
  • Recommend selection where appropriate
  • Negotiate contracts for client execution
  • Conduct orientation for new partners

Design Control Phase

  • Advise internal design team
  • Review a/e contract proposals
  • Negotiate final a/e contracts
  • Revise facility specification
  • Confirm equipment requirements
  • Review/approve a/e pay application
  • Preliminary value engineering
  • Issue project budget updates
  • Issue project schedule updates

Construction Control Phase

  • Advise client’s internal project team
  • Direct activities of the construction team
  • Review gc contract & cost proposals
  • Issue project budget & schedule updates
  • Issue cash flow projections
  • Direct value engineering
  • Attend construction site meets
  • Attend gc/subs meetings
  • Conduct weekly site inspections
  • Resolve field coordination issues
  • Conduct weekly project meeting
  • Conduct periodic site tours
  • Punch list walk-through
  • Document weekly activities/action items
  • Leed certification processes

Final Inspections & Delivery Phase

  • Final inspections (AHJ)
  • TCO/CO issuance
  • Punch walks
  • Final trades
  • Delivery
  • Lien relief

Occupancy Phase

  • 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

Click here for more information on business relocation services

*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.