Services - J. Kelly Advisors

Our Services

Relationships. Experience. Delivery.

1. REAL ESTATE

Due Diligence
Site Selection Process
Project Budget & Schedule
Lease Negotiation
Executed Lease

Team:

JKA Project Management
Real Estate Broker
Architect/Engineer

2. DESIGN

Design Discovery
Conceptual Design & Bids
Design Approval

Team:

JKA Project Management
Architect/Engineer
General Contractor (Pending Project Type/Contract)

3. BID/PERMIT

Construction Drawings
Building Permit Application
Solicit & Review Bids
Select Vendor, Receive Permit

Team:

JKA Project Management
Architect/Engineer
General Contractor
Vendors
Municipalities

4. CONSTRUCTION

Construction Kick-Off
Progress Update
Job Site Inspections
FFE Installation
Punch List

Team:

JKA Project Management
Architect/Engineer
General Contractor
Vendors
Financial Institution
Municipalities

5. DELIVERY

Move-In
Ongoing Support

Team:

JKA Project Management
General Contractor
Vendors

Strategic Facility Planning

Project Team Management

Cost Control

Design Control

Construction Control

Relocation Planning & Management

Turnkey Solutions

STRATEGIC FACILITY PLANNING

Conduct Client Strategy Sessions
Site Selection Process
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

COST CONTROL

Budgeting
Cost and Vision Alignment
Cost Control During Design
Review Permit Comments for Cost & Schedule Impacts
Value Engineering
Change Order Management and Negotiation

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 Meetings
Attend GC/Subs Meetings
Conduct Weekly Site Inspections
Review & Address Safety Concerns
Resolve Field Coordination Issues
Conduct Weekly Project Meetings (OAC)
Conduct Periodic Site Tours
Punch List Walk-Through
Document Weekly Activities/Action Items
Advise on LEED Certification Processes
Warranty Reminders

RELOCATION PLANNING & MANAGEMENT

Develop Relocation Strategy & Milestones
Move Committee Stakeholders
New & Re-Use Furniture Allocation
Move Vendor RFP Process & Recommendation
Negotiate Move Vendor Contract
Conduct Move Committee Meetings
Coordinate & Manage All Vendor Installations

TURNKEY SOLUTIONS

Real Estate Brokerage
Research & Develop Tax Credits, Tax Service Integration & Cost Segregation Services
Review Design for Budget and Schedule Alignment
Permit Expediting
Complete Management of Permit Process