• 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


  • 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


  • 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 


  • 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


  • 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


  • 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


  • 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


  • 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