• Conduct discovery meeting with Tenant and established team members 

• Conduct tour of sites with broker and Tenant

• Identify overall strategy, general timeline, business objectives and projects requirements 

• Review all available scope and site information 

• Coordinate development of test fit with architect/designer and Landlord

• Develop and review project budgets and schedule

• Identify building components that may impact construction cost

• Develop Tenant work letter scope identifying Landlord and Tenant responsibilities that align with budgets

• Detailed review of proposed lease with focus on timeline and Tenant work letter

• Detailed review of TI process 

• Review Landlord and Tenant work obligations and coordinate with project budgets

• Manage timely Tenant and Landlord review/approval process 

• Suggest modifications for consideration by Tenant and Tenant’s legal representative 

• Review subsequent Lease and Work Letter versions as requested and required

• Review final Lease version

• Identify TI allowance terms and work into budget and pro forma

• Provide Tenant with budget and schedule information needed for financing efforts

• Assemble project team

• Develop and review project specific RFPs 

• Review design objectives 

• Coordinate Tenant needs with Design Team

• Develop design stage schedule

• Identify milestone dates, lead times, deliverables, action items, and desired move in date

• Review of design and construction document progress 

• Establish and manage project budget 

• Keep Tenant informed of changes to the baseline budget through design updates

• Evaluate MEP and other infrastructure systems and capacity; understand any unique needs by the Tenant (i.e., cooling in IT room, extra power needs, power in specific areas for FF+E)

• Receive and review plans to ensure they meet Tenant expectations and needs

• Identify 3 (at a minimum) qualified bidders; send RFP

• Schedule and coordinate pre-bid walk-thru

• Develop preliminary schedule backing into Tenant move-in date

• Coordinate the receiving, reviewing, and distributing of RFIs between GCs and Designer

• Collect bids and perform bid analysis

• Implement value engineering (if necessary)

• Select most qualified GC to perform work

• Negotiate GC contract

• Develop construction schedule with GC in coordination with lease documents and commencement dates

• Negotiate and prepare agreement(s) with Construction Team

• Manage permits and submittals

• Receive and review change order requests

• Update budget and notify Tenant of changes and forecasted costs

• Coordinate with Landlord for TI allowance reimbursement payments

• Receive and review all vendor invoices to create monthly draw to client and/or Landlord

• Coordinate and attend project meetings

• Arrange and lead regular site visits

• Provide periodic budget updates of Tenant and Landlord costs

• Monitor construction quality and conformance with design and specifications

• Coordinate with Landlord for execution of Landlord work

• Administer punch list and final inspections

• Develop scopes for Tenant FF+E and low voltage vendors

• Coordinate scope of Tenant work with general contractor / Landlord scopes to prevent gaps or double ups

• Conduct existing site survey

• Assist Tenant in determining needs for furniture, delivery coordination and supervision, installation coordination and supervision and furniture liquidation

• Advise Tenant on qualified vendors and scope to fit their budgets

• Develop project specific RFPs for vendors and review bids

• Negotiate purchase agreement with selected providers

• Manage design and construction coordination between vendors and architect / general contractor

• Coordinate with third party vendors

• Conduct coordination meeting(s) and maintain daily communication with all vendors

• Review all vendor invoices for accuracy

• Monitor and report on FF+E and low voltage budget

• Manage payment and closeout of all Tenant vendors

• Manage preparation of all vendor activities

• Review and coordinate on-site activities of each contractor/vendor

• Act as on-site representative on behalf of Tenant

• Attend and lead all necessary move meetings

• Establish move criteria with Tenant

• Coordinate Tenant’s move schedule with all vendors and with construction activities

• Assist Tenant in conducting a thorough move inventory and damage assessment review

• Process any damage claims with mover (if needed)

• Schedule post move support with movers

• Review all relocation invoices for accuracy and monitor and report on relocation budget

• Compile all close-out from the appropriate contractors/vendors

• Coordinate turnover process, including all user manuals

• Prepare a financial reconciliation of project budget versus final cost analysis

• Assemble documentation for final Landlord invoice and payment of TI allowance funds