Service Matrix

The contract format chosen for your construction project will, to a large extent, dictate the types and level of services offered. Although all contract formats can be modified to include any of these services, in general Owner’s Representative are offered as follows:

pre-construction

G/C

C/M

O/R

D/B

site
selection

feasibility studies

x

x

broker selection and management

x

x

attorney selection and management

x

x

due diligence reports

x

x

lease term review and cost analysis

x

x

lease negotiation assistance

x

x

construction documents

design team pre-qualification

x

x

design team RFP and selection

x

x

design team management

x

x

preliminary budget estimating

x

x

x

x

preliminary scheduling

x

x

x

x

MEP cost analysis

x

x

x

MEP document coordination

a

a

code analysis

x

a

a

existing conditions survey

x

x

value engineering analysis

x

x

x

x

construction means / methods review

x

x

x

x

phasing / sequence of work analysis

x

x

x

x

communications coordination

a

a

fixtures, furniture and equipment coordination

a

a

security vendor coordination

a

a

drawing list maintenance

x

x

a

a

a (assist A/E firm)

construction

G/C

C/M

O/R

D/B

contract award

interim budget analysis

x

x

x

interim construction
scheduling

x

x

x

x

contract format
determination

x

x

GC/CM bid process
coordination

x

subcontractor bid process
coordination

x

x

x

GC/CM bid analysis and
recommendations

x

subcontractor bid analysis
and recommendations

x

x

x

GC/CM contract negotiation

x

subcontractor contract
negotiation

x

x

x

gc / cm selection and management

x

subcontractor selection
and management

x

x

x

G/C contract preparation

x

x

C/M contract preparation

x

x

subcontract preparation

x

x

x

permit acquisition

x

x

x

x

expediting service
selection and management

x

x

long lead item
identification and tracking

x

x

x

x

construction
administration

G/C

C/M

O/R

D/B

kick off meeting
coordination and attendance

x

x

x

x

internal project
management meetings

x

x

x

x

on-site construction
coordination meetings

x

x

a

x

on-site progress meetings

x

x

x

x

meeting minutes and
agendas

x

x

x

x

project logs

x

x

a

x

final construction
schedule preparation and updates

x

x

a

x

shop drawing review and tracking

x

x

a

x

manpower projections

x

x

a

x

two week look ahead
schedule analysis

x

x

a

x

manage RFI process

x

x

a

x

manage COR process

x

x

a

x

inspection process
coordination

x

x

a

x

debris removal
coordination

x

x

a

x

elevator access
coordination

x

x

a

x

progress photo catalog
maintenance

x

x

a

x

job site safety inspection
and management

x

x

a

x

quality assurance
inspections

x

x

x

x

tenant liaison services

x

a (assist GC/CM)

financial

G/C

C/M

O/R

D/B

final budget preparation
and updates

x

x

x

x

GC/CM change order
analysis

x

subcontractor change order
analysis

x

x

x

payment application
approval process management

x

x

cost to date / cost to
complete reports

x

x

x

purchasing reports

x

a

a

accounts payable /
receivable reporting

x

a

a

financial institution
liaison

x

x

compilation of lien
waivers (interim and final)

x

x

a

x

executive summary
reporting

x

x

insurances

broker liaison

x

x

insurance limits analysis

x

x

compilation of insurance
certificates

x

x

a

x

security and
communications

IT vendor selection and
management

x

x

x

access control vendor
selection and management

x

x

x

fixtures, furnishings
and equipment

interior design consultant
selection and management

x

x

scope identification

x

x

bidding and negotiation

x

x

selection and management

x

x

a (assist GC/CM)

project
completion

G/C

C/M

O/R

D/B

project close out

certificate of occupancy
acquisition

x

x

a

x

punch list preparation and
completion review

a

a

punch list completion

x

x

close out document
compilation

x

x

a

x

personnel training

x

x

a

x

warranty activation

x

x

a

x

relocation

communication systems
coordination

x

x

furniture installation
coordination

x

x

moving company selection
and management

x

x

a (assist GC/CM)