WE ARE THE OWNER'S ADVOCATE ^SM

SERVICES

PRE-PURCHASE ADVISORY

• Site visit with Advocate professional, real estate agents, and Owners
  
• Rapidly establish scope of Owner's proposed improvements
  
• Promptly provide guidance and advice regarding the feasibility of proposed improvements
  
• Establish initial budget with ranges of values based on proposed improvements
  
• Coordinate with Owner regarding expected timelines of proposed improvements
  
• Coordinate with architect(s) and contractor(s) as necessary to address Owner's objectives
  

TEAM ASSEMBLY

• Coordinate team efforts to achieve the Owner's vision
  
• Meet with Owner to establish a desired schedule, quality, and budget
  
• Lead the assembly of the project team (architects, contractors, vendors, engineers, and others) based on the owner’s goals
  
• Review team’s contracts and negotiate acceptable terms

PRE-CONSTRUCTION

• Identify areas where Owner selections will be determinative of price (e.g. finishes, shower tiles, door hardware, etc.) (“Allowances”)
  
• Work with Owner to identity estimated Allowance amounts for each category
  
• Identify vendors for Allowances and coordinate separate bids for those items
  
• Establish pre-construction schedule
  
• Assist in the development of the design plans to ensure compliance with project budget and schedule
  
• Value engineer analysis to ensure Owner’s requests are provided in the most cost-effective manner 

GENERAL CONTRACTOR BIDDING PROCESS

• Contact general contractors to familiarize them with the process
  
• Coordinate introductory meetings between general contractors and Owner
  
• Submit bidding guidelines and forms to the 3 – 5 general contractors selected by Owner
  
• Address any general contractor’s questions or concerns with the bidding guidelines
  
• Collect and incorporate bids from each general contractor into ADVOCATE’s proprietary bid evaluation system
  
• Review bids to evaluate any potential bid aberration (i.e. a contractor missed an item, or misinterpreted the plans)
  
• Review bids with Owner and provide feedback on identifying areas where savings may be obtained through discussion with the general contractors
  
• Coordinate feedback to general contractor(s) from Owner
  
• Assist Owner with general contractor selection using an unbiased cost comparison qualitative review
  
• Assist in the negotiation of the contractor fee and legal documents
  

LENDING

• Assist Owner with identifying potential lenders
  
• Manage the assembly of potential lenders
  
• Coordinate obtaining competing bids for lending
  
• Assist Owner with analyzing financing options
  
• Support Owner in negotiating and selecting best financing option for owner
  

CONSTRUCTION MANAGEMENT

• Budget, schedule, and quality control
  
• Project administration
  
• Change order management to address Owner scope variations while minimizing project impact
  
• Act as point of contact for Owner
  
• Disseminate information to project team in a coordinated manner with a focus on team synchronization and problem solving
  
• Attend weekly site meetings, regularly perform on-site inspections to confirm compliance with quality control procedures and the Owner’s objectives
  
• Review and approve general contractor and consultant invoices. Certify proper amounts are being billed to ensure general contractor is complying with construction budget and schedule
  
• Maintain insurance and lien release log of all consultants, vendors and contractors
  
• Review change orders to determine if amounts and time extensions are appropriate
  
• Analyze the schedule’s critical path and milestones. Perform required due diligence to mitigate potential delays
  
• Review all interior design / FF&E proposals to ensure compliance with budget
  
• Provide continuous reporting of pending design and project decision
  

PROJECT COMPLETION/CLOSE-OUT

• Ensure completion of architect and Owner generated punch list
  
• Review with the Owner the operations and maintenance manuals published by the general contractor
  
• Arrange for ongoing preventative maintenance and warranty compliance

PROJECT TURNAROUND

• Site visit with ADVOCATE professional and Owners to understand current conditions of project
  
• Rapidly establish scope of Owner's proposed improvements still to be completed
  
• Evaluate current general contractor relationship
  
• Coordinate with architect(s) as appropriate to address Owner's objectives
  
• Consult on most cost-effective and efficient strategy to complete project
  
• Promptly provide guidance and advice regarding the strategy to complete project
  
• Establish initial budget with ranges of values based on proposed improvements to be completed
  
• Coordinate Team Assembly
  
• Coordinate general contractor Bidding Process
  
• Coordinate with Lenders to address current conditions
  
• Provide Construction Management
  
• Provide Project Completion/Close-Out