Education Construction & Management Development Advisory Services

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1 Statement of Qualifications Project Development Education Construction & Management Development Advisory Services Site Selection Project Planning Design & Development Project Management Construction Oversight Carter Bailey Benjamin Mayer Stuart Monteith Orchard Street Austin, TX

2 SCOPE OF SERVICES PRE-DEVELOPMENT Site Identification & Analysis Predesign Studies Preliminary Site Plans Project Concepts Environmental Investigation Risk Management Phase One Budget Discussion Solicit Proposals & Negotiate Contracts Prepare preliminary Estimated Schedule of Commencement to Completion Consult on Project Budget and Reconcile possible Cost Reductions (Value Engineering) Review & Comment on Drawing Specifications prepared by Architect Set Final Project Budget based on Approved Design Conduct Pre-bid conferences to familiarize Contractors with Project Review Bids and make Recommendations Assign Contracts and conduct Pre-Construction meetings DEVELOPMENT PHASE SERVICES Conduct regular on-site meetings to review Construction Progress Review Draw Packages by Contractor, Architect and any other Consultants Develop orderly procedure for payment of fees and Draw packages to submit to Owners Lender Direct Contractor to prepare and update a Critical Path Schedule Monitor Contractor Performance on behalf of Owner and report progress to Owner on at least a monthly basis Notify Owner of any work not being performed to satisfaction Work with Contractor, Architect, and Governmental authorities to reach Substantial Completion Prepare punch list for Substantial Completion Monitor testing and start-up of Utilities, Systems, and Equipment Complete Final Closeout of the Project by obtaining all warranties, guarantees, bonds, and Certificate of Occupancy Coordinate the installation of Owners furniture, fixtures, and equipment Statement of Qualifications Project Development Vertique Development 2

3 SCOPE OF SERVICES TIMELINE REAL ESTATE Site Selection Process Project Budget & Schedule Purchase/Lease Negotiation Executed Lease DESIGN Site Layout/Preliminary Site Plan Conceptual Designs & Bids Design Approval BID/PERMIT Construction & Civil Drawings Building Permit & Applications Solicit & Review Bids Award Contracts Receive Site work & Building Permit Data Engineer Design CONSTRUCTION CONSTRUCTION AV Security Construction Commencement Progress Updates Job Site Inspections Onsite Meetings w/ Owner FFE Installations Punch List TENANT Signage FF&E Move DELIVERY Move In Closeout Package Ongoing Support Statement of Qualifications Project Development Vertique Development 3

4 PROJECT MANAGEMENT TOOLS Integrated Project Control Our suite of Project Management Tools allow us to Track, Manage, and Update all Clients & Vendors throughout the lifecycle of the Project. Project Dashboard This Serves as a high-level visualization of the Entire Project with links to the Project Overview, Budget, Schedule, & all relevant project documentation and pictures. Project Dashboard Overview Budget Schedule Overview Repository for Contact information of all Project Members, Contractors, Trades, and Design Professionals. Defines all roles & responsibilities and acts as the Library where all Important Project Documents are Held. Budget Assist the client in developing a First Phase Budget then progressing to a Master Project Budget maintaining the defined objective and scope of the work to be completed. Schedule Prepare and update the Project schedule including all design, planning, construction, equipment delivery, and Owner occupancy activities. Work diligently to manage the client s interests and coordinate with all parties throughout the lifecycle of the Project. Statement of Qualifications Project Development Vertique Development 4

5 CARPE DIEM PRESCHOOL CEDAR PARK, TX Sitework and Pad Site grading Building Frame Out Playground Installation Roof & Signage Completion Furniture Installation & Millwork buildout Project Completion Statement of Qualifications Project Development Vertique Development 5

6 Contact us: Carter Bailey Vertique Development Stuart Monteith Vertique Development Vertiquedevelopment.com

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