Owner's Representation - Construction and Renovation Oversight Services 

Master Plan and Pre-Construction

• Assembling of team: architect, structural, electrical & HVAC engineer, landscape architect, interior designer Design team selection is equally as important as contractor selection  

• Identifying roles and responsibilities for each member of the project team 

• Coordinating between architect, builder, consultants and owner

• Identifying/securing all applications, permits and approvals needed to start and complete the project

• Working with local and state agencies to expedite paperwork and compliance issues

• Resolution of local municipal and planning issues

• Coordinating with utility companies and city agencies for incoming utility services

• Attending all neighborhood, zoning and planning approval meetings

• Community relations support as needed

• Design Phase: review and oversight

• Value engineering during design process

• Reviewing of plans and specifications

• Providing constructibility reviews to owner

• Oversight of overall project coordination

• Comprehensive project budget review and approval

• Advising on potential project pitfalls and suggesting solutions

• Coordinating and running project kick-off meetings with team

 

Design and Budget Development

Design and budget are considered to be the most important phase. I will handle:

• Managing your budget

• Closely evaluating every item of the project and detect any deficiencies that are not cost effective

 

Contract Administration, Development and Review

• Handling contract negotiations and enforcement

• Bringing strong negotiating skills and document expertise to every step

• Development and oversight of budget

• Value Engineering and cost control

• Reviewing of changes submitted by the contractor with the architect’s office; keeping owner informed

• Negotiating contracts with selected project team members on behalf of Client

 

Project oversight

• Guiding a project from owner’s concept to move-in

• Providing written and verbal reports to the owner and other groups as directed

• Ensuring harmony between team

 

Budget management

• Creating and managing budget

• Managing weekly meetings with entire team

• Representing the owner at regular project meetings - catching and resolving problems

 

Bid Management

• Handling contractor review for bidding and selection

• Managing the bid process

• Ensuring the entire scope of the design documents is covered

• Preparing bid packages & reviewing contract documents

• Evaluating insurance requirements and options and assist in procurement of coverage

• Evaluation of bids

• Assisting in general contractor selection & contract negotiation

• Scheduling review

• Mitigating schedule delays

​​

Constructibility / Plan Review

• Reviewing the design documents for deficiencies to save wasted dollars in possible change orders

 

Value Engineering

• Value engineering without devaluing the value of the final project

• Most efficient before construction begins and during the design and bid phase

• Closely evaluating every item of the project and detect any deficiencies that are not cost effective

 

Construction Phase

• Representing the owner at regular project meetings

• Advocating on the part of the owner during disputes, disagreements, modifications, or change orders

• Project schedule review, management and oversight

• Monitoring construction schedule and alert the owner to conditions that may lead to delays in the completion of work

• Facilitating timely turnaround of shop drawings and submittals, by architects and vendors

• Receiving and logging samples as required at the site and communicate results with the architect and owner

• Conducting project meetings managing agendas, meeting minutes and action items

• On-site oversight and daily construction monitoring

• Providing daily or weekly documentation and written record as to the progress, problems and recommended solutions to owner and architect

• Monitoring status of inspections, change orders, construction changes, shop drawings, products, and color schedules

• Monitoring construction to make sure building for compliance with design and specifications

• Observing tests required by the contract documents and/or as part of systems operations

• Reviewing the contractor’s record copy of drawings specifications

 

Change Order Management

• Ensuring cost control on change orders

• Advocating on the part of the owner for all change orders

• Ensuring costs are in-line with trade and material costs 

• Reviewing and signing off on every change order

​​

Payment Application Review

• Ensuring accurate payment documentation

• Reviewing and signing off on every payment application

• Authorizing release of retention monies held

 

Project Documentation and Photographs​

• Electronic cataloging of photos and documents

• Handling change orders

• Producing shop drawings

• Overseeing plan revisions

• Managing permits documentation

 

Purchasing of Specialized Products

• Creating and managing tracking sheet for purchasing specialized products to minimize any schedule delays

​​

Quality Control

• Daily inspection of all trades and materials

 

Post-Construction / Project Close Out

• Ensuring owner has occupancy permits

• Coordinating & managing architect, consultant and owner punch lists as construction nears completion

• Reviewing installed equipment and make sure that all operations and maintenance manuals are transferred to owner

• Providing warranty documentation to owner

• Managing the delivery, acceptance and install of owner furnished items

• Securing final acceptance by owner and architect before move-in

• Hiring of staff and service vendors

• Training of owner’s staff on building systems

• Managing service vendors (see Estate and Property Management Link)