Our Services

Comprehensive construction management and consulting solutions

Construction Management & Project Oversight

Comprehensive construction oversight services designed for commercial and institutional clients requiring structured project delivery, accountability frameworks, and documented compliance. Our management approach centers on proactive coordination, risk mitigation, and measurable performance tracking from project initiation through final closeout.

Pre-Construction Services

  • Feasibility Analysis & Site Assessment
    • Site condition evaluation and constraints identification
    • Zoning compliance and permitting requirements review
    • Utility infrastructure capacity verification
  • Scope Definition & Requirements Documentation
    • Detailed scope statements with inclusions and exclusions
    • Technical specifications and performance criteria
    • Deliverables matrix and acceptance standards
  • Project Scheduling & Milestone Planning
    • Critical path method (CPM) schedule development
    • Milestone-based phase gates and approval workflows
    • Contingency planning and schedule risk analysis

Active Construction Oversight

  • Daily Site Supervision & Progress Monitoring
    • Regular site inspections and photographic documentation
    • Work verification against approved plans and specifications
    • Daily progress reports and variance tracking
  • Quality Control & Compliance Verification
    • Material testing and workmanship inspections
    • Code compliance reviews and third-party inspections coordination
    • Non-conformance documentation and corrective action tracking
  • Contractor & Subcontractor Coordination
    • Weekly coordination meetings and action item management
    • Trade sequencing and conflict resolution
    • Performance monitoring and contract enforcement
  • Safety & Risk Management
    • OSHA compliance audits and safety program reviews
    • Incident reporting and investigation protocols
    • Insurance and bonding verification for all contractors

Documentation & Closeout

  • Project Documentation Management
    • As-built drawings and record document compilation
    • Warranty and O&M manual collection and organization
    • Permit closeout and certificate of occupancy coordination
  • Punch List Management & Final Inspections
    • Comprehensive punch list development and tracking
    • Final walkthrough and acceptance verification
    • Substantial completion certification

Commercial Renovation & Build-Out Coordination

Specialized renovation management for occupied commercial facilities, tenant build-outs, and institutional space reconfigurations. Our coordination services minimize operational disruptions, maintain safety protocols for occupied spaces, and ensure regulatory compliance throughout all phases of interior construction and renovation work.

Tenant Improvement & Build-Out

  • Space Planning & Design Coordination

    Collaboration with architects and tenants to align build-out specifications with lease agreements and operational requirements.

  • Landlord & Tenant Coordination

    Facilitating communication between property owners, tenants, and contractors to ensure alignment on scope, timelines, and cost allocations.

  • Base Building Interface Management

    Coordinating tenant improvements with existing building systems including HVAC, electrical, plumbing, and life safety infrastructure.

  • Allowance Administration

    Managing tenant improvement allowances, tracking expenditures, and documenting cost reconciliations against lease terms.

Phased Renovation Management

  • Occupied Space Coordination

    Sequencing construction activities to minimize disruption to ongoing business operations, patient care, or educational activities.

  • Temporary Relocation Planning

    Managing swing space arrangements, furniture moves, and technology relocations during phased construction.

  • Access Control & Security

    Establishing construction barriers, controlled access points, and security protocols for contractor movement through occupied facilities.

  • Noise & Dust Mitigation

    Implementing containment strategies, air quality monitoring, and work hour restrictions to protect occupants during construction.

Code Compliance & Permitting

  • Building Code Analysis

    Evaluating code applicability for renovation work including ADA compliance, fire safety, egress requirements, and accessibility standards.

  • Permit Application & Expediting

    Managing permit submissions, responding to plan review comments, and coordinating expedited processing when required.

  • Inspection Coordination

    Scheduling and facilitating building department inspections, addressing deficiencies, and securing approval documentation.

  • Historic Preservation Compliance

    Coordinating with preservation boards and historic commissions for renovation work on designated or contributing structures.

Stakeholder Communication

  • Regular Progress Updates

    Weekly status reports, photo documentation, and schedule updates distributed to property managers, tenants, and ownership groups.

  • Impact Notifications

    Advance notice of disruptive activities including utility shutdowns, elevator outages, and high-noise operations.

  • Issue Escalation Protocols

    Defined communication chains for addressing urgent concerns, safety incidents, and schedule deviations.

  • Occupant Liaison Services

    Designated point of contact for tenant questions, complaints, and accommodation requests during construction.

Operational & Financial Project Consulting

Strategic financial advisory services providing institutional clients with data-driven insights for capital allocation, budget management, and vendor performance evaluation. Our consulting approach integrates financial analysis with operational planning to support informed decision-making throughout the project lifecycle and across multi-year capital programs.

Capital Planning & Budget Development

Multi-year capital program planning services helping institutional clients prioritize facility investments, develop realistic budgets, and align capital expenditures with strategic objectives and available funding sources.

Facility Condition Assessment Integration

  • Review of facility condition reports and deferred maintenance backlogs
  • Prioritization matrices based on criticality, safety, and operational impact
  • Replacement vs. repair analysis for aging building systems

Multi-Year Capital Forecasting

  • 5-10 year capital expenditure projections with escalation factors
  • Cash flow modeling and funding source allocation strategies
  • Scenario planning for budget constraints and revenue fluctuations

Cost Estimating & Budget Benchmarking

  • Parametric cost modeling using historical project data and market indices
  • Regional cost adjustments and construction market trend analysis
  • Contingency recommendations based on project complexity and risk profile

Funding Source Coordination

  • Grant application support and compliance documentation
  • Bond issuance planning and debt service impact analysis
  • Public-private partnership (P3) feasibility evaluation

Financial Forecasting & Variance Analysis

Ongoing budget monitoring and financial analysis services providing real-time visibility into project expenditures, cost trends, and variance drivers. Our forecasting methodology enables proactive identification of budget risks and supports data-driven corrective action planning.

Budget Tracking & Cost Control

  • Committed cost registers tracking contracts, change orders, and pending approvals
  • Monthly cost reports reconciling budgets, commitments, and actual expenditures
  • Earned value management (EVM) for schedule and cost performance integration

Forecast-to-Completion Analysis

  • Projected final cost calculations based on current trends and remaining work
  • Contingency burn rate monitoring and remaining reserve adequacy assessment
  • Early warning indicators for potential budget overruns

Variance Investigation & Root Cause Analysis

  • Detailed variance reports identifying cost and schedule deviations
  • Root cause analysis for significant overruns or accelerations
  • Corrective action recommendations and impact assessments

Payment Application Review

  • Verification of contractor payment requests against completed work
  • Retainage calculation and release documentation
  • Lien waiver collection and payment recommendation approvals

Vendor Evaluation & Procurement Advisory

Contractor selection and procurement strategy consulting ensuring institutional clients engage qualified vendors through competitive, compliant processes. Our advisory services support development of evaluation criteria, bid analysis, and contract negotiation while maintaining alignment with institutional procurement policies.

Procurement Strategy Development

  • Delivery method analysis (design-bid-build, design-build, CM-at-risk)
  • Contractor packaging strategies and bidding approach recommendations
  • Pre-qualification criteria and bidder outreach planning

Bid Evaluation & Contractor Selection

  • Bid tabulation and scope compliance verification
  • Reference checking and past performance evaluation
  • Financial strength assessment and bonding capacity review

Contract Document Review

  • Contract terms and conditions review for risk allocation balance
  • Payment terms, retainage, and change order provisions analysis
  • Insurance and indemnification requirements verification

Vendor Performance Tracking

  • Contractor scorecards evaluating quality, schedule, safety, and collaboration
  • Preferred vendor list maintenance and periodic re-evaluation
  • Dispute documentation and claims management support

Reporting Systems & Dashboard Development

Custom reporting infrastructure design providing institutional stakeholders with standardized, actionable project data. Our reporting systems consolidate financial, schedule, and quality metrics into executive dashboards supporting governance requirements, board presentations, and audit preparedness.

Executive Dashboard Configuration

  • Key performance indicator (KPI) identification and metric definition
  • Real-time data visualization with status thresholds and trend indicators
  • Portfolio-level rollup reporting for multi-project capital programs

Standardized Reporting Packages

  • Monthly project status reports with narrative summaries and photo documentation
  • Board presentation materials with high-level status and decision items
  • Annual capital program reviews and lessons-learned documentation

Data Integration & Automation

  • Integration with financial systems for automated budget vs. actual updates
  • Schedule data feeds from project management platforms
  • Document repository linkages for access to source records

Audit & Compliance Reporting

  • Audit trail documentation and transaction history reporting
  • Grant compliance reporting and expenditure certification
  • Regulatory submission packages and public disclosure reports

Professional Construction Oversight Tailored to Your Requirements

Schedule a consultation to discuss how our construction management, renovation coordination, and financial consulting services can support your upcoming projects and capital program objectives.

Request Consultation

All engagements begin with a formal service agreement defining scope, deliverables, and payment terms.