Owner's Technical Representative Services

Project Start Up

Project Controls & Monitoring

Project Team Dynamics

Articulate Owner's Goals & Objectives
Confirm Project Scope & Quality Expectations
Develop Integrated Project Schedule and Work Plan
Develop Overall Project Budget
Review Financing Alternatives
Identify Needed Legal & Agency Reviews and Approvals
Identify Best Delivery Method for the Project
Risk Analysis
Market Analysis
Strategic Acquisition Plan
Design Team Selection
Construction Team Selection
Identify and Procure Other Needed Team Members
Negotiate and Execute Contracts

Project Team Dynamics

Project Controls & Monitoring

Project Team Dynamics

Team Alignment Sessions
Team Alignment Checkups
Roles and Responsibilities Matrix
Communications Tree
Decision-Making Process Clarification
Teaming Agreements
Reliable Promising Management
Team Building Events
Team Delivery Process Training
Diversity Participation Programs

Project Controls & Monitoring

Project Controls & Monitoring

Project Controls & Monitoring

Project Website
BIM Execution Plan
Project Directory
Owner's Review and Decision Calendar
Legal & Agency Review and Approval Calendar
Pull-Planning Project Schedule Monitoring
Monitor Team Dynamics and Culture
Reliable Promising Management
Advise Owner Regarding Key Decisions
Cost Monitoring Tools & Reports
Design Evolution & Change Management Tools & Reports
Communications Tools
Project Process Documentation Tools
Project Status Reporting Tools

Site Related Services

Stakeholders and Entitlements Coordination

Project Controls & Monitoring

Site Development Criteria Identification
Alternative Site Analysis
Planning and Zoning Coordination
Site Environmental Investigation Coordination
Traffic Study Coordination
Geotechnical Investigation Coordination
Site Survey Coordination
Archaeological Preliminary Investigation Coordination
Private Utilities Location Coordination
Off Site Utilities Coordination
Assemble Available Existing Facility Documentation
LIDAR Existing Facility Scanning Coordination

Owner's Responsibilities Coordination

Stakeholders and Entitlements Coordination

Stakeholders and Entitlements Coordination

Decision Making Support & Coordination
Existing Facilities, Equipment and Furnishings Inventories
Furniture & Fixed Equipment (FFE) Planning and Procurement
Vendor and Building Systems Coordination
Third Party Commissioning Coordination
Public Art Program Coordination
Security & Access Control Systems Implementation Coordination
Keying Coordination
Signage Coordination
Systems Start Up & Operational Training Coordination and Documentation
Attic Stock Inventory Management
Move Planning

Stakeholders and Entitlements Coordination

Stakeholders and Entitlements Coordination

Stakeholders and Entitlements Coordination

Project Public Relations Programs Coordination
User Group Reviews Coordination
Neighborhood Association Communications and Coordination
Historic District Compliance Coordination
Agency Oversight Coordination
Sustainability Program (LEED, Energy Star, etc.) Coordination
Facility Tours During Construction

Design Phase Services

Close-Out and Post Occupancy Services

Construction Phase Services

Design Schedule Monitoring
Design Process and Documents Review
Specifications Review
Constructibility Review
Payment Application Review
Preliminary Cost Estimate Reviews
General Conditions Review
Monitor and Update Project Budget
Value Engineering Participation
Design Alternatives Evaluation
Advise Owner on Key Decisions

Construction Phase Services

Close-Out and Post Occupancy Services

Construction Phase Services

Bidding Oversight and Analysis
Contractor's Buy-Out Oversight
Review Contractor's Mobilization and Site Safety Plan
Review Bonds and Insurance
Contract Review
Notice to Proceed
Construction Progress Review
Monitor Project Schedule
Monitor and Update Project Budget
Monitor Job Coordination Meetings
Monitor Status of Inspections and Correcting Non-Conforming Work
Review Monthly Progress Billings
Review Change Orders
Monthly Report to Owner
Advise Owner on Key Decisions

Close-Out and Post Occupancy Services

Close-Out and Post Occupancy Services

Close-Out and Post Occupancy Services

Substantial Completion and Punch List Inspection
Punch List Completion Management
Turnover Management
Final Inspections and Permits Coordination
Third Party Commissioning Report Coordination
Close-Out Documents Review
Attic Stock Inventory
Surety Release Coordination
Final Payment Application Review
Move Management
Post-Occupancy Evaluation
Team Performance Evaluations
Warranty Inspections and Follow-Up
Sustainability Certifications Requiring Post Occupancy Reporting
Archive Project Documentation