Owner’s Rep Services

TYpical project timeline
    • Prepare a full master schedule for the project, including all phases of consultant procurement, design, preconstruction, construction and move-in.

    • Monitor, update and maintain the project schedule through the life of the project.

    • Set up a preliminary project budget with estimated costs for all aspects of the project - land & predevelopment costs, owner management, communications & marketing, permits & fees, finance costs, utility connection fees, insurance, design consultants, testing & inspection costs, construction, FF&E, moving-in & contingencies.

    • Track contingency use and maintain a contingency use log.

    • Enter actual costs and update the budget monthly.

    • Maintain a final estimate budget including projected future costs.

    • Prepare budget reports monthly as required.

    • Identify and solicit suitable professionals - architects, engineers, consultants etc. to propose on the project.

    • Prepare and issue RFQ's or RFP's (Request for Qualifications / Proposals).

    • Evaluate responses and set up interviews for short-listed proposers.

    • Prepare bid comparison summaries and recommendations for Owner review.

    • Draft, negotiate and execute design, engineering and other consultant contracts - which may include civil, mechanical, plumbing, electrical, telephone/data, audio-visual, DAS, interior design, food service, landscaping, geotechnical, lighting, ADA, fire alarm & suppression, signage, security, envelope, LEED/sustainability, vertical transportation, acoustical and others.

    • Schedule and organize the initial design charrette and all other design phase meetings.

    • Review and assist Owner with review of design documents through the various phases of design - programmatic, schematic, design development (DD's), construction documents (CD's).

    • Provide independent 'sanity check' thoughts on design iterations, ideas, constructability, material and finishes selections.

    • Ensure timely submission of construction documents for building permitting and to other AHJ's or authorities as relevant for the project, or as required.

    • Solicit and contract with a soil testing agency for a geotechnical investigation of the project site if needed.

    • Solicit and contract with an environmental assessment firm if needed on a brownfield site. Solicit, contract with and manage abatement contractor if needed.

    • Prepare RFP and procure testing agency proposals. Negotiate an appropriate and realistic quality inspection & testing schedule for the project. Execute a direct Owner agreement with the testing agency.

    • Selection of the appropriate form of contract

    • Prepare the GC RFP documents.

    • Identify suitably experienced GC's with an interest, capability and capacity to pursue the project.

    • Publish the RFP and respond to GC questions.

    • Evaluate RFP responses and conduct interviews with short-listed proposers.

    • Prepare bid comparison summaries and recommendations for Owner review.

    • Draft, negotiate and execute the general contractor agreement.

    • Review and negotiate final contract price and time depending on the form of contract selected.

    • Review and negotiate the preliminary detailed construction schedule.

    • Review subcontractor award requests and scope of work documents.

    • Review submittals and monitor submittal flow through the professional team.

    • Review contractor RFI's and design team responses to ensure Q's and A's are in the best interests of the Owner and the project.

    • Attend all OAC (Owner-Architect-Contractor) meetings as the Owner's Representative. Report back to the Owner and discuss issues and decisions needed in order to keep the project on schedule and on budget.

    • Review contractor and design team pay applications and process for payment. Review and check all lien contractor and subcontractor waivers.

    • Review and respond to change order requests. Review change order pricing and extension of time requests.

    • Attend design team site walks and monitor project progress and quality.

    • If required by the Owner, produce monthly/milestone construction reports and dashboard summaries for management / BoD.

    • Review and respond to contractual claims and other contract issues.

    • Review all contractor warranties, as-built drawings, O&M manuals and other close-out documents.

    • Assist in the organization of Owner / Facility Manager training sessions and materials.

    • Solicit and contract with FF&E suppliers in coordination with the project interior designer. Monitor and assist FF&E contractors with delivery and move-in of all owner furniture and equipment.

    • Close out general contractor final pay application and all supporting lien waiver documents.

    • Finalize and close-out all Owner-direct subcontracts, consultants and suppliers.

    • Monitor and follow-up on warranty period issues.

    • Organize and attend warranty walks during at at the end of the warranty period.

    • Work for the best interest of the Owner. Intervene as needed and advocate for the Owner’s goals for the project.

    • Manage the project relationships of the players involved in the project - general contractor, architects & engineers, municipal authorities, lawyers, financial institutions and others.

    • Assist the team by providing technical support, design & construction experience and industry knowledge.

    • Manage conflicts.

    • Ensure the project comes in on time and in budget.

    • Communicate!

    In the end, it’s about providing the Owner with peace of mind and the result they envisioned.

High Performance Team Building

  • Facilitation for Project Partnering Kick Off and Follow Up Meetings

  • Executive Coaching to assist Business Leaders develop skills and strategies to optimize personal and business performance.