An OWNER'S REPRESENTATIVE COMPANY
PROCESS DRIVEN SOLUTIONS

SCOPE

Scope management defines the success of a project.

CPS

ProCore

Capital Project Solutions uses Procore Technologies, the foremost construction management software that is designed to improve productivity, manage scope, and foster greater collaboration. Procore gives all project stakeholders access to the most up-to-date information.

Drone and 360 Technology

Capital Project Solutions has integrated both Drone and 360 technologies for site inspections that saves time and is less costly.

CPS

Scope Framework of Services

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Intiation

Initiation is the beginning phase of a project and the most critical because decisions are made to move the project forward. During this phase, the project is defined; high level goals/objectives are established; and the feasibility of the project is evaluated.  The following are examples of “scope” activities during this phase:

  • Clarify with owner/end user to gain good understanding of vision/scope
  • Research and provide construction comps on similar projects
  • Research property values
  • Provide basic sq. footage based on building type and usage
  • Identify scope creep risks
  • Review any existing/anticipated user or private sector partner agreements
  • Procure required specialized 3rd party expertise/services such as:
    • Commissioning
    • Geo-technical / structural
    • Environmental
    • Building envelope commissioning
    • Subject experts
    • Public relations and outreach
    • Archeological investigations
    • Historical research
    • Master planning
    • Transportation, traffic, parking
    • Stormwater
    • Utilities
    • Demolition
  • Assist in site selection and analysis
  • Identify available real estate options and determine feasibility
  • Review owner-owned sites and determine feasibility
  • Understand owner’s sustainability goals and determine site feasibility
  • Make recommendations and prioritize suitable sites
  • Provide conceptual building orientation diagrams for sites
  • Review existing documentation about the proposed site i.e., surveys/utilities
  • Provide pre-development drone surveys
  • New Construction vs Rehab Existing Building Assessment
    • Conduct building assessment including MEP systems
    • Determine environmental issues
    • Determine rehab cost vs new construction
    • Determine demolition cost
  • Assist in determination of delivery method
    • RFP / RFQ drafting, design, and or solicitation
    • RFP / RFQ management, evaluation and recommendation with owner/purchasing

Pre-Construction

Pre-construction is the planning and design phase of a project. Schematic design, design development and construction documents are generated. This phase offers the best opportunity to mitigate  risks. Project cost is agreed upon by the end of this phase. The following are examples of “scope” activities during this phase:

  • Scope evaluation, verification, reconciliation at each stage of design
    • Schematic
    • Design development
    • Construction documents
  • Develop project directory
    • Designers
    • Vendors to be involved in project
    • Constructors
    • Owners
    • Stakeholders
    • Utility providers
  • Contract Development
    • Land acquisition
    • Design contract
    • Construction contract
  • Procure specialized 3rd party expertise as needed
    • Commissioning
    • Geotechnical / structural
    • Environmental
    • Building Envelope
    • Subject Experts
    • Public Relations and Outreach
    • Archeological investigations
    • Historical research
    • Master Planning
    • Transportation, traffic, parking
    • Utilities
    • Security
    • Stormwater

Construction

Construction is the execution phase. The building is constructed and verification via photo documentation and site visits is ongoing to ensure construction documents are followed. Scope, schedule and cost management are vital in keeping a project on time and within budget.The following are examples of “scope” activities during this phase:

  • Scope evaluation and verification
  • Identify scope issues and report to owner as to impact on schedule, scope and cost
  • Regular project reporting (Procore)
    • Permitting
    • Photo and video documentation
    • Financial issues
    • Schedule
  • Document and request management and tracking
    • RFIs
    • Submittals
    • Addendums
    • Punch Lists
    • Change Orders
    • Field Reports (Safety, Quality Control, SWPPP, ect.)
    • Contracts
    • Issues
  • OAC Meeting Management
    • Ascertain appropriate attendees
    • Develop/distribute agenda and minutes
    • Schedule coordination meetings
    • OAC (Owners, Architects, Constructors) meetings
    • Track issues and resolutions
    • Record meeting outcomes
    • Track meeting action items—responsible person and deadlines
  • Facilitate substantial completion agreement
    • Coordinate with design/GC teams for final punch lists
    • Track GC punch list work
    • Coordinate/document maintenance training and owner manuals
  • Quality control
  • Risk mitigation
  • Onsite safety reviews
  • Communication plans

Closeout

The close-out phase of a project is completed before turning the building over to the owner. Building commissioning is a critical step in this phase along with punch list management. Deliverables are finalized and transfers made to the owner. Closing out promptly and not dragging out this phase is always the goal.  The following are examples of “scope” activities during this phase:

  • Manage and track tasks on the close-out checklist
  • Manage and track punch list items identified
  • Close-out documentation gathering/archiving
    • Facilitate sustainability accreditation
    • Audit documentation
  • Coordination project commissioning process
  • Facilitate final completion agreement.
    • Coordinate with design team and owner for final project walk through/ inspection.
    • Turn over keys, manuals, construction documents, product warranties, and maintenance stocks to owner.
    • File all financial close-out payment documentation for owner.
  • Assist in “move-In” coordination
  • Assist with maintenance training coordination

Warranty

The warranty phase of a project starts at substantial completion and usually lasts twelve months. If issues are identified with work performed during construction, the contractor will be responsible to remedy the issue by repairing or replacing within the warranty period.  The following are examples of “scope” activities during this phase:

  • Serve as the liaison between the owner and contractor
  • Assist or determine if issue is covered under warranty or is routine maintenance
  • Document warranty issues and track through resolution
  • Monitor progress of repair, replacement, reconstruct
  • Communicate with tenant if necessary regarding how the issue will impact the work environment
  • Assist or provide in the development and implementation of a relocation plan if necessary
  • Assist or provide any protective measures needed to prevent further damage
  • Respond immediately if assistance needed for clean-up, observation, etc.to assist

Audit

The audit phase of a project is when external or internal auditors examine the project’s financials, risks, internal controls, contractual compliance, construction documents, procurement process, safety measures and various other aspects. An audit ensures the project was managed in accordance with applicable laws, regulations, and policies.  The following are examples of “scope” activities during this phase:

  • Determine with owner the level of involvement needed
  • Attend audit meetings
  • Track audit issues and report to owner
  • Provide requested project information and documentation to auditors
  • Review draft audit report and provide feedback on accuracy of report, provide
  • Recommendations on wording changes, and provide negotiation points to owner
  • Compose a draft audit response for the owner’s review
Capital Project Solutions
CONTACT

Capital Project Solutions
49 Lindsley Avenue
Nashville, TN 37210
contact@capitalps.com

Jim Pustejovsky – CEO
615.881.0966
jimp@capitalps.com

Dick Darr – Principal
615.347.2590
dickdarr@capitalps.com

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CAREERS

CPS is always interested in talented candidates. If you would like to explore a career opportunity with our company, email careers@capitalps.com