SCOPE OF SERVICES

STRATEGIC FACILITY PLANNING

  • Conduct Client Strategy Sessions

  • Develop Programmatic Requirements Document

  •  Design Narrative & Overview

  • Create Project Budget Formats

  • Create Preliminary Project Schedules

  • Conduct Building Evaluations. Due Diligence

  • Review Landlord Proposed Costs

  • Comment on/ Revise Tenant Work Letter

  • Comment on/ Revise Facility Spec

  •  Negotiate Landlord / Tenant Costs

  • Advise on Sustainability/LEED Initiatives

  • Due Diligence Management & Property Assessments

PROJECT TEAM MANAGEMENT

  • Review/Apply Client Procurement Procedures

  • Pre-Qualify Architects, General Contractors

  • Develop/Distribute Request for Proposals (RFP)

  • Review & Rank Proposals against Client Criteria

  • Conduct Vendor Interviews

  • Recommend selection where appropriate

  • Negotiate Contracts for Client Execution

DESIGN CONTROL

  • Provide Design RFP and Level

  • Advise Internal Design Team

  • Review A/E Contract Proposals

  • Negotiate Final A/E Contracts

  • Review Specifications

  • Confirm Equipment Requirements

  • Review/Approve A/E Pay Application 

  • Preliminary Value Engineering

  • Furniture Vendor RFP/Selection

  • Issue Project Budget Updates

  • Issue Project Schedule Updates

CONSTRUCTION CONTROL

  • Advise Client’s Internal Project Team

  • Provide Construction RFP & Level

  • Direct activities of the Construction Team

  • Review GC Contract Proposals

  • Review GC Cost Proposals

  • Issue Project Budget Updates

  • Issue Cash Flow Projections

  • Direct Value-Engineering

  • Issue / Review Project Schedule Updates from GC

  • Attend Construction Site Meets

  • Attend GC/Subs Meetings

  • Conduct Weekly Site Inspections

  • Resolve Field Coordination Issues

  • Conduct Weekly Project Meeting

  • Conduct Periodic Site Tours

  • Punch List Walk-Through

  • Document Weekly Activities/Action Items

  • Advise on LEED Certification Processes

RELOCATION PLANNING & MANAGEMENT

  • Develop Relocation Strategy & Milestones

  • Move Committee Composition

  • New & Re-Use Furniture Allocation

  • Move Vendor RFP Process & Recommendation

  • Negotiate Move Vendor Contract

  • Conduct Move Committee Meetings

  • Coordinate & Manage All Vendor Installations

©2018 J Kelly Advisors. Design : ØS Design Group

  • J Kelly Advisors