- Attend weekly owner/architect/contractor meetings and issue or cause meeting minutes to be taken that will document issues discussed, and actions required along with the responsible parties.
- Monitor the onsite activities of the contractor for conformance to schedule and contract documents.
- Continuously monitor and track the critical path project schedule for all activities necessary for completion of the project. BC will cause the schedule to be updated by the Contractor as necessary. BC will suggest corrective actions as necessary and advise the Owner through reports of any actions that may affect the schedule.
- Monitor and review the Design Consultants and the Contractor’s processing, recording, and tracking of all clarifications, substitution requests, shop drawings, requests for information, and submittals.
- Receive and review all change proposals. BC will review in detail all change proposal pricing for consistency with local market conditions. Our review will be used as a basis for negotiation with the Contractor. After our review, BC will provide a written recommendation to the owner for approval or rejection for the proposed change.
- Based on feedback from the owner, BC will either negotiate a change order with the Contractor, or reject the change proposal.
- BC will create a contractor revision log that captures and tracks all potential costs associated with the construction of the project. BC will also track those changes against the owner contingency and provide commentary as needed to the owner on the contingency usage. BC will also track the contingency use percentage to ensure that it stays in line with the construction work in place through the course of the project.
- Franchise utility coordination and setup (Comcast, CenturyLink, etc.)
- BC will review and approve the contractor’s application for payment. BC will lead and make recommendations supporting the pay application certification and Owner’s subsequent payment.
- Review and track all soft cost project invoices against their approved contracts and provide recommendation for payment.
- Interface with the construction lender to understand their monthly draw requirements and any required documentation needed for them to fund the project.
- Prepare construction draw packages as required by the construction lender or owner or provide a monthly invoice package for processing by the Client’s accountant.
- When BC and the Contractor consider the work substantially complete, BC and the design team will develop and furnish the Owner a list of incomplete or unsatisfactory items (punch list). Working with the design team, we will ensure that the punch list work is properly completed in a timely manner.
- After issuance of certificates of substantial completion, BC will evaluate the completion of the work and make recommendations to the Owner as to when the work is ready for final inspection. BC will represent the Owner in conducting a final inspection.
- Assist the Owner in obtaining an occupancy permit, which may entail accompanying government officials during the inspection of the project. BC will assist in the preparation and submission of proper documentation to the appropriate agencies. BC will assist the Owner in final testing and startup of utilities, operational systems, equipment, etc.
- Work with the contractor to coordinate and schedule training sessions for the Owner’s maintenance and/or operations personnel and will assure that the Contractor’s training obligations are satisfied.
- BC will initiate the Owner’s inspection, commissioning and acceptance. We will review maintenance and operating instructions, schedules, and guarantees. BC will coordinate with the Owner for a smooth turnover of all closeout documentation including warranties, guarantees, bonds, certificates, maintenance manuals, and as-built drawing, etc.
- Furniture Fixture and Equipment (FF&E) Coordination. We will work with the owner to establish a preliminary list of items needed to furnish all the building spaces along with a corresponding budget. We will then issue an RFP for an interior design and FF&E procurement and will receive, review quotes and provide a recommendation to the Owner. Once a firm has been chosen, we will work with them to develop the furniture specifications and room layouts and eventual purchasing. We will lead the process on behalf of the owner, track costs, and coordinate and supervise the delivery, and installation of all FF&E.
- On issues requiring the Owner team’s decisions and / or Owner’s actions, BC will prepare and present specific special reports with adequate documentation to make informed decisions.
- Monthly reports will be provided that clearly describe the status of the project and will include:
- A description of the month’s activities
- A description of the expectations for the coming month
- The project budget showing the budget amount, the amount committed, amount disbursed to date in the previous periods, approved disbursements for the current period, total outlays and status of total outlays relative to the budget, amount projected to complete, and budget variance
- The master development project schedule showing status and progress
- Status of change orders
- Summary of the status of submittals, RFI’s, shop drawing, and substitution requests
- Outstanding issues and their resolution or plans for resolution with time frame and indication of persons responsible
- Overall project photography
