Master Plan Development and Review: Review the master plan requirements to become familiar with the program’s goals and objectives. Assist in the evaluation of all pertinent information for the development of the master plan solution.
Facilities Analysis and Evaluation: Investigate condition of existing systems and equipment and make recommendations for possible reuse at new facility.
Design and Construction Strategies: Develop and overall strategic plan and schedule, group and prioritize projects, develop phasing scheme, design packaging and construction delivery strategies.
Facility Programming: Develop a specific facility program defining space requirements, space relationships, site conditions and conceptual site considerations.
A/E Selection: Coordinate architect/engineer and other consultant selections including developing Requests for Proposals (RFP’s), conducting pre-proposal meetings, and coordinating the selection process as a nonvoting member of the selection committee. Assist in structuring and administering process.
Agreements: Assist in development of coordinated and consistent construction agreements for design, management and construction contracting.
Negotiations: Assist in contract negotiations for design, construction, and other consulting services and purchases.
Criteria Development: Develop design and engineering criteria including master performance specifications to apply to all building and infrastructure projects. Monitor A/E progress through periodic reviews and ensure compliance with both budget and schedule.
Coordination: Assist A/E’s in obtaining user design and operational requirements and maintain communications and reporting system to keep user advised of status and progress.
Public Relations: Assist and represent the Owner’s interest in presentations and other public appearances to inform and promote the building program.
Procedures Manual: Develop a Procedures Manual defining all procedures, methods and techniques to be used in discharging all management and contractual responsibilities.
Program Estimate and Budget: Perform initial budget estimate based on program and systems interviews with design team including building costs, site development, equipment costs, general conditions items, contingencies, fees and administrative costs prior to schematic design work session.
Construction Market Analysis: Verify current and projected construction market conditions locally and nationally included trade jurisdictions and practices which may impact design or construction. Summarize key indicators affecting pricing, capacities, and bid timing. Incorporate market capacity factors into construction plan.
Procurement: Identify critical long-lead items and develop strategy and schedule for long-lead purchasing. Determine direct procurement strategy for major materials and equipment, evaluating single bulk purchasing versus time phased purchases. Perform all functions of purchasing, contract administration, quality assurance, expediting, transportation, warehouse coordination and installation.
Construction Logistics: Develop site construction and building construction logistics and phasing, factoring in operational requirements.
Occupancy Planning: Initiate early planning and scheduling for optimum interface of construction completion and occupancy. Develop plan for phasing, logistic of move, operations transition and building occupancy.
Operations and Maintenance: Develop plan and procedures for plant operations transitions, staff planning, training, and start-up. Assist A/E’s in defining operations and maintenance requirements and develop schedule and cost estimates.
Financial Plan: Assist in financial planning such as cash flow projections, financing sources and other financial sources and other financial inputs.
Value Engineering and Life Cycle Costing: Conduct formal multi-disciplined value engineering work session to evaluate building systems and improvements. Evaluate cost performance and constructability issues and make recommendations to Owner and A/E.
Construction Requirements: Establish technical construction performance requirements, site utilization, time sequences, construction systems standards and schedules.
Project Accounting: Initiate automated project accounting system and update monthly to summarize budget, estimate, base commitment and change order status of each.
Scheduling: Initiate and develop, at various project milestones the following CPM based schedules:
Master Project Schedule
Design Schedule
Construction Schedules
Occupancy Schedule
Payments: Review and recommend payment on all consultant billings.
Management Information Control System: Implement an integrated Management Information and Control System to track project information, activities, costs and schedules from pre-design through completion of construction. Produce narrative and graphic reports to continuously advise project team of precise project(s) status.
EEO/MBE/WBE Plan: Develop with project team objectives and packaging strategies to encourage MBE/WBE participation consistent wit local goals.
Monthly Reporting: Provide monthly status reports summarizing design progress, schedule and cost status, major decisions, changes and other key project information.
Project Marketing: Market and promote interest in the projects to attract candidate bid contractors. Maintain close communication with contractors and suppliers.
Construction Document Preparation: Assist the designers in general conditions of the specifications and specific provisions related to management. Verify inclusion of items as administrative procedures, provisions for temporary facilities, equipment, materials and services necessary to support construction.
Public Agency Review and Interface: Initiate and coordinate review processes where appropriate, ensuring necessary federal, state and local laws approvals are completed. Assist in obtaining building permits.
Constructability Review: Review drawings for construction feasibility, availability, cost of materials, labor, building systems contributed to general and special conditions to the specifications and develop o site construction logistics and construction phasing planning.
Prototypes and Mock-Ups: Develop a schedule for specialized assemblies for approval prior to construction.
Construction Bid Packaging: Recommend packaging and bidding strategies consistent with building systems and design schedules. Consider factors such as time and sequence of work, long-lead materials and equipment, labor availability, and local contracting practices.
Contractor Pre-Qualification Process: Recommend packaging and bidding strategies consistent with building systems and design schedules. Consider factors such as time and sequence of work, long-lead materials and equipment, labor availability, and local contracting practices.
Labor Relations/Agreements: Develop labor relations plan and maintain close liaison with local and national construction organizations. Negotiate on behalf of the Owner’s specific labor agreements.
Bidding and Negotiations: Assist in preparing bid advertisements, conduct pre-bid conferences, market documents to pre-qualified contractors, coordinate plan clarifications in preparation for bid, receive bids, evaluate and make recommendations to the project team. Negotiate economics on behalf of the Owner where appropriate.
Testing, Inspection and Quality Control: Advise on procedures for materials testing, inspections and field quality control procedures. Incorporate same into General Conditions and Contractor’s Manual. Retained materials testing firms when requested, schedule and manage testing requirements.
Cost Control and Estimating: Continue detailed cost estimating at 30%, 60% and 100% design status with continual value engineering recommendations and bid alternatives. Provided monthly budget and cost estimate reports during design.
Contract Tracking/Facilitation: Monitor and assist in routing and expediting construction contract reviews and approvals through the administrative process.
Environmental Monitoring: Ensure design and construction execution is consistent with commitments made in the approved environmental impact report.
Technical Design Review: Provide a quality assurance team to review the design, plans, and specifications at milestone review periods. Verify that design complies with design criteria and all applicable building codes and Federal, State and Municipal regulations and laws.
Design Coordination/Integration: Provide liaison and coordination between separate A/E projects having interface. Ensure compatibility and technical accuracy at interface points. Ensure compatibility and technical accuracy at interface points.
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