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Due Diligence/Development Feasibility Analysis:
Determination of Planning and Zoning restrictions/requirements, summary of geological requirements, Environmental Phase I/II Reports, requirements for site utilities and grading, recommendation for the “highest and best” use for site(s) based upon financial proforma analysis. Determination of market rents and sales values for revenue projections.

Building Assessment:
Review/analysis of existing buildings/facilities and recommendations to optimize value through renovation/reuse, identify and estimate costs related to asbestos abatement,  ADA/Title 24 accessibility requirements, seismic retrofit and replacement of building systems to optimize operating expenses including roofing, mechanical and electrical systems.

Project Scheduling:
Prepare comprehensive overall development schedules as well as detailed construction schedules. Various CPM programs utilized including Microsoft Project and SureTrak.

Cost Estimating/Value Engineering:
Preparation of cost estimates including entitlements, design,   construction   and finance. Review and oversight of contractor-prepared estimates and development of design alternatives/systems and details that reduce cost without comprising or reducing quality or design intent.

Financial Proformas:
Preparation of detailed development proformas including all soft and hard costs, cost of financing and project monthly cash flow requirements including profit on cost and equity rate of return.

Processing of all required public agency approvals and permits including City/County Planning, Building Department, Health and Fire Departments and Department of Real Estate. Processing of Specific Plans, C.U.P.’s, Tract Maps and other Entitlement-related documents. Negotiation of Development Agreements and Conditions of Approval.

Design Management/Cost Control:
Recommendation for architect who is best suited for project type and contract negotiation of contract(s) with architect and other required consultants. Management of design to ensure that all along the process (schematic design, design development and construction documents) that budget is maintained and drawing coordination is performed to minimize change orders.

Strategic Contracting:
Selection of general contractors appropriate for size and complexity of project, administration of bid or RFP process (in the case of GMP Contract) hands on selection/award of general contractor and negotiation of general contractor and subcontractors contracts and bids.

Construction Management:
Management of general contractor/sub contractors to ensure budget and schedule goals are met. Administration of construction agreement including approval of payment applications, negotiation of change orders, management of special inspections, conducting onsite project meetings, oversight of construction to ensure Owner’s and architect’s quality standards. Negotiation of construction agreement to ensure mitigation of Owner’s risk. Coordination of all on-site construction including work by utility companies and other contractors retained by Owner. Project close-out including recordation of Notice of Completion and obtaining Certificate of Occupancy. Follow-up on all punchlist items through completion and acceptance.



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