• Conduct discovery meeting with tenant + established team members 

• Conduct tour of sites with broker + tenant

• Identify overall strategy, general timeline, business objectives + project requirements 

• Review all available scope + site information 

• Coordinate development of test fit with architect / designer + landlord

• Develop + review project budgets + schedule

• Identify building components that may impact construction cost

• Develop tenant work letter scope identifying landlord + tenant responsibilities that align with budgets

• Detailed review of proposed lease with focus on timeline + tenant work letter

• Detailed review of TI process 

• Review landlord + tenant work obligations + coordinate with project budgets

• Manage timely tenant + landlord review / approval process 

• Suggest modifications for consideration by tenant + tenant’s legal representative 

• Review subsequent lease + work letter versions as needed

• Review final lease version

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

• Provide tenant with budget + schedule information needed for financing efforts

• Assemble project team

• Develop + 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 + desired move in date

• Review of design + construction document progress 

• Establish + manage project budget 

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

• Evaluate MEP + other infrastructure systems + 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 + review plans to ensure they meet Tenant expectations + needs

• Identify minimum of 3 qualified bidders; send RFP

• Schedule + coordinate pre-bid walk-thru

• Develop preliminary schedule backing into tenant move-in date

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

• Collect bids + 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 + commencement dates

• Negotiate + prepare agreement(s) with construction team

• Manage permits + submittals

• Receive + review change order requests

• Update budget + notify tenant of changes and forecasted costs

• Coordinate with landlord for TI allowance reimbursement payments

• Receive + review all vendor invoices to create monthly draw to client

• Coordinate + attend project meetings

• Arrange + lead regular site visits

• Provide periodic budget updates of tenant + landlord costs

• Monitor construction quality + conformance with design + specifications

• Coordinate with landlord for execution of landlord work

• Administer punch list + final inspections

• Develop scopes for Tenant FF+E + 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 + supervision, installation coordination + furniture liquidation

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

• Develop project specific RFPs for vendors + review bids

• Negotiate purchase agreement with selected providers

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

• Coordinate with third party vendors

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

• Review all vendor invoices for accuracy

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

• Manage payment + closeout of all tenant vendors

• Manage preparation of all vendor activities

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

• Act as on-site representative on behalf of Tenant

• Attend + lead all necessary move meetings

• Establish move criteria with tenant

• Coordinate tenant’s move schedule with all vendors + with construction activities

• Assist tenant in conducting a thorough move inventory + damage assessment review

• Process any damage claims with mover (if needed)

• Schedule post move support with movers

• Review all relocation invoices for accuracy, monitor + 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 + payment of TI allowance funds