Expertise

Budget, schedule and scope answerable to documents.

Advisory and oversight on the owner's behalf: what the estimate assumes, whether the schedule logic holds, what a change order really costs and whether the draw matches the work in place.

Who this serves

Owners and sponsors without an in-house construction executive
Lenders' borrowers required to report progress and cost credibly
Investors in a project where execution risk is the main concern
Owners reviewing bids, contracts or a proposed schedule

Problems addressed

Bids that cannot be compared because scope is not aligned
Schedule with no logic, float or critical path anyone can defend
Change orders approved without a cost or time basis
Draws paid ahead of work in place
Reporting that arrives too late to change a decision

Scope

Defined-scope estimating and procurement review
Schedule logic and sequencing review
Contract-process review coordinated with the owner's counsel
Cost, change-order and draw reporting cadence
Site progress and execution visibility for the owner

Work products

Bid comparison and scope-gap summary
Schedule review memo
Responsibility matrix
Change and draw report on a standing cadence
Executive summary of cost and schedule position

How a mandate starts

01
First conversation about the project stage, the delivery method and the open question
02
Scoped proposal naming the reviews, the reporting cadence and the documents required
03
Written engagement stating scope, authority limits and fee basis
04
Baseline established, then reporting begins on a fixed cadence

Records we request after an initial fit conversation

Drawings and specifications at their current issue
Bids, buyout log or GMP proposal with the assumptions and clarifications attached
Current schedule file and the last two updates
Executed contracts and the change-order log, for review alongside your counsel
Recent pay applications, lien waivers and draw packages

Nothing on this list is collected on the public site. It is requested directly, only once both sides agree the work is a fit.

Outside the default scope

Performing general contracting or trade work
Regulated inspections, certifications or code determinations
Legal interpretation of contracts, which stays with counsel
Signing, binding or certifying on the owner's behalf outside a written engagement

If this could be an investment or joint venture

Where a project needs capital or a partner rather than oversight, that is a different conversation and a different path. Advisory work is never a condition of being considered as a principal opportunity.

Submit an opportunity instead

Which route fits you

I need owner-side construction oversight

You want the estimate, schedule and draws reviewed by someone answerable only to you. Start with a project conversation.

The project is already in trouble

If cost, schedule or funding has already broken, recovery work comes before advisory reporting.

Questions we are asked

Are you acting as the general contractor?: No. We do not perform general contracting or trade work. We advise and oversee on the owner's behalf, which keeps our interest aligned with yours.
Do you interpret our contract?: We review process and commercial consequence and flag what needs legal attention. Interpretation stays with your counsel.
Can you certify payment or inspect for code?: No. Regulated inspections and certifications belong to licensed and authorized parties. We review whether what is claimed matches what is documented and in place.
Will the contractor cooperate?: Usually, once reporting expectations are written into the process. Where they are not, that itself is information the owner needs early.

This is advice and oversight, not the performance of regulated general contracting or trade work. Contract interpretation stays with the owner's counsel and licensed determinations stay with the appropriate licensed professionals. Any authority we hold exists only in a written engagement.

Discuss a Project Submit an Opportunity

This page is written from the approved strategy plan and remains review-pending until the final approved practice copy is issued.