Site selection
– Feasibility for development
– Environmental considerations
– Transaction planning
– Purchase negotiations
– Market feasibility analysis

Financial
– Arranging project development funding
– Arranging mortgage and equity financing
– Corporate financing
– Preparation of pro forma financial projections
– Capital and operating budgets

Operating Program Design and Feasibility Analysis
– Identifying program goals
– Assessing strengths and weaknesses
– Staffing structures and operating pro forma
– Labor force planning
– Coordinating third-party contracted services

Municipal Process
– Owner’s representative in land use applications for rezoning, official community plan, area plan, development permit
– Neighbourhood consultation in public hearing process
– Documentation for approvals
– Negotiation with authorities of jurisdiction

Design Development
– Inviting proposals, evaluating and recommending architects and other consultants
– Negotiating contracts
– Coordination of design criteria
– Building program development
– Correlation of design to operating outcomes
– Coordination of value engineering
– Coordinating cost estimates to budget

Owner’s Rep. in Construction Planning, Contracting and Supervision
– Considering options in contract structure and risk management
– Identification and selection of qualified contractors, subcontractors and/or construction managers
– Negotiation of construction contract and ongoing representation at site meetings throughout the project’s construction
– Management of construction contract performance and budget
– Coordination of design and construction team through to substantial completion, commissioning and occupancy
– Evaluation, tracking, advice re: change orders

P-3’s
– Finding the synergies and coordinating partnership among government, non-profit, and for-profit enterprises.

Commissioning and Start-up
– Staff and program development and recruitment
– Supervision of deficiency rectification
– Transfer of warranties, manuals, and training to operating team
– Setup of maintenance manuals and services
– Transfer of design, construction, and leasing documentation to the management team
– Coordination of corporate and on-site operational teams
– Coordinating resident transfers and progressive occupancy