PLOT A  SMOOTH  COURSE

 

We have experience with a broad range of projects:

  • Symphony Halls and Theaters
  • Large-scale retirement centers
  • Inner city parking garages
  • Elaborate hotel ballrooms
  • Hospitals
  • Industrial and commercial buildings
  • Churches
  • And many more - please check out our Portfolio page on this website.

 

Agency CM Services


CONCEPT THROUGH PRE-DESIGN PHASE

  • Needs Analysis & Preliminary Space Planning
  • Disruption & Continuing Operations Planning
  • Identify Required Project Manuals/Controls & "Vision" Specifications
  • Conceptual Cost Estimating
  • Affordability Analysis & Preliminary Cash Flow Projections
  • Establish Control Measures
  • Preliminary Master Schedule Preparation
  • Establish Document and Data Management Requirements
  • Identify Qualified & Appropriate Design Professionals
  • Prepare Requests for Proposals (RFP) & Conduct Competitive Solicitations for Professional Design Services
  • Negotiate Design Services Agreements for Owners' Execution


Establishing the Project Requirements, Financial Viability, Required Expertise, Team Roles and Responsibilities are Critical to Achieving Success.

DESIGN PHASE

 

  • Finalize a Plan to Fulfill Owners' Expectations
  • Conduct Design Progress Review Meetings
  • Monitor Design Against Established Budget & Schedule
  • Enforce Design Schedule Compliance
  • Evaluate, Negotiate & Document Additional Design Services
  • Represent the Owner with City, County and State Authorities
  • Expedite Permit Review and Processing


Establish Clear Expectations and Professional Relationships with all Design Professionals & Community Stakeholders

PROCUREMENT, PERMIT & BID PHASES

 

  • Expedite Subdivision Bonds & Final Permits
  • Prepare Comprehensive Bid Packages
  • Conduct Competitive Bidding for General, Prime or Trade Contractors
  • Negotiate & Prepare Final Construction Agreements for Owner Execution
  • Finalize Construction Phase Schedule(s) & Update Master Schedules


Establish Clear & Professional Objectives & Ground Rules for the Project between the Owner, Design Professionals and Constructor(s)

CONSTRUCTION PHASE

 

  • Conduct & Document Pre-Construction Meeting with Constructor(s) and Code Enforcement Officials
  • Conduct & Document Regularly Occurring Progress Review Meetings
  • Establish Progress Payment Format & Requirements
  • Analyze & Recommend Payment of Monthly Progress Payments
  • Cost Analysis, Negotiation & Documentation of Change Orders, including Errors & Omissions and
  • Entitlement Determinations
  • Project Status Reporting
  • Schedule Recovery Planning & Implementation
  • Cost to Complete Estimating
  • Corrective Action Evaluation & Implementation
  • Performance & Payment Bond Obligations
  • Real Time Dispute Resolution
  • Move In, Start Up & Commissioning Planning


Aggressively Mitigate & Resolve Potential Disputes to Maintain Project Momentum & Focus on Project Completion

POST CONSTRUCTION PHASE

 

  • Punch List Generation & Completion Compliance
  • Contract Close Out Coordination
  • Ensure Turnover of Warranties, Training & O&M Manuals, Etc.
  • Final Dispute Resolution
  • Final Payment to All Team Members
  • Comparison of Contract Obligations to Actual Performance
  • Calculation of Damages
  • "In-House" or "Outside" Expert for Mediation, Arbitration & Litigation
  • Various Forms of Discovery


Assist Owner in Operating, Occupying and the Use of the Project as Envisioned and Required

DISTRESSED PROJECTS

 

  • Document Project History and Status
  • Manage Projects on Behalf of Surety, Lender or Investor
  • Repair Troubled/Distressed Projects and Claims of All Types
  • Forensic Schedule & Budget Analysis
  • Compare Baseline Against Actual
  • Identify Delay, Concurrency, Compensability
  • Evaluation of Acceleration and Productivity
  • Comparison of Contract Obligations to Actual Performance
  • Calculation of Damages
  • "In-House" or "Outside" Expert for Mediation, Arbitration & Litigation
  • Various Forms of Discovery


Manage & Resolve Disputes Professionally to Maintain the Owners' Reputation & Return to Their Primary Business

 


"At Risk" Construction Management Services


We provide Owners with a variety of project delivery methods, including:

 

  • Lump sum agreements
  • Guaranteed maximum price (GMP) with a savings clause contracts
  • Cost plus a fixed fee on one-of-a-kind, unknown or extremely accelerated projects


Lender Services/Construction Loan Administration


We inspect, review, estimate and verify all aspects of a project for:

 

  • Banks
  • Credit Unions
  • Private financial institutions and investors


Value Engineering


We have reduced overall project budgets by 15-20 percent, and still met all Owners' objectives, both in function and financing, by providing independent cost estimates (ICE) and alternative options analysis.

Code Compliance and Upgrade

 

  • We offer code compliance reviews
  • Identify non-compliant conditions
  • Negotiate compliance agreements with authorities-having-jurisdiction (AHJ)
  • Complete construction activities according to the code-compliance plan
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