LOG IN
CONSULT
DUE-DILIGENCE, STRATEGY & PLANNING
ATTEND site tours to provide feedback on potential project impacts
COORDINATE test fits and approvals
FORMALIZE clear project goals for time, cost and scope with client
DEVELOP realistic milestones and a preliminary budget for total project costs with client, including construction, equipment, furniture and design fees
RECOMMEND professional firms for selection by client, including consultants, architects, designers and engineers (referred to herein as “design team”)
PREPARE RFP documents, qualify the professional firms, conduct interviews and evaluations PREPARE high level project schedules comparing option properties occupancy dates and overall project delivery time frames
NEGOTIATE agreement(s) with Design Team entities within predefined parameters
CLOSE
CLOSE-OUT, COMMISSIONING & WARRANTY
REVIEW all guarantees, warranties, etc. required by the contract documents and assembled by the contractor and forward them to client
VERIFY all claim releases required to issue final certificate of completion and final payment to the construction team, and forward to client
EXPEDITE preparation of “as-built” drawings in accordance with the terms of the specifications
MONITOR the expeditious follow-up and correction of all punch list items
TURN OVER any owner’s manuals or training requirements for new systems to facility management or building engineering for operations purposes
COORDINATE the preparation of punch lists indicating any outstanding work and require that these items are completed in an expeditious manner
BUILD
CONSTRUCTION OVERSIGHT
PREPARE front end documents including general and special conditions, contract formats, temporary specifications, guidelines for affirmative action programs, site specific safety plans, and special contractor supplements
REVIEW contractor’s schedule to ensure it aligns with the construction means and methods of delivering the project within the contractual terms
CREATE an integrated project schedule (including all vendors workflow) for inclusion in the bid documents and develop a cost value for each activity for use in preparing a forecast
NEGOTIATE agreement(s) with construction team entities within predefined parameters. If required implement value engineering for all aspects of design and construction with selected construction team prior to contract award
AWARD work, with client’s approval
REVIEW work performed by the construction team, in conjunction with design team and their contractual terms
CONFIRM that the materials furnished, and the work performed are in accordance with the drawings, specifications and contract documents
COORDINATE the implementation of construction information systems, project schedules and resources analysis as they relate to materials, manpower and costs with the construction team
PROVIDE construction review status updates and reports on a monthly basis
ESTABLISH on-site organization and lines of authority required to carry out all project phases efficiently with the construction team
ENSURE construction team maintains an on-site record-keeping system which will be sufficient in detail to satisfy an audit by client (as required)
COORDINATE the obtaining of all legally required permits, licenses, and certificates
COORDINATE aspects of the work involving local municipal authorities, governmental agencies, and utility companies
COORDINATE the work of all Owner provided subcontractors through the construction team. In the event that the interpretation of the meaning and intent of the contract documents becomes necessary during construction, ascertain the architect’s and client’s interpretation, make recommendations as appropriate, and transmit such information to the appropriate subcontractor(s)
DRIVE job meetings to discuss procedures, progress, problems and scheduling
ENSURE third party testing outlined in the technical sections of the specifications is completed as required by the building code
COORDINATE the review with the design team for compliance with the contract documents, shop drawings and materials submitted by the construction team
RECOMMEND approval of all applications for payments submitted through vendor(s) in accordance with client’s established procedures
OBTAIN all applicable lien releases upon issuance of vendor payments
RECEIVE and review change order requests from design team, construction team or from client.
REVIEW unit prices, time and material charges and similar items.
MONITOR and advise upon request for changes required by field conditions and progress of the work and obtain approval from client and the architect/engineer
MONITOR schedule to expedite material and equipment deliveries during construction
DESIGN
CONCEPT COORDINATION
COORDINATE design team, IT, A/V, security, furniture vendor (if applicable), authorities having jurisdiction, and service provider
COORDINATE test fits and approvals Chair regular coordinating meetings with project team (contractor, engineer, architect & Client)
OVERSEE the design team throughout preparation of the project program and design from schematic through working drawing stages. Review the design schematic periodically and give direction as required to achieve project goals and ensure additional vendor coordination
DEVELOP schedules for the design stage and coordinate the activities of client’s business unit representative, project manager, additional consultants, and design team
RECOMMEND the purchase and procurement of long lead time items to arrange for delivery of strategic materials in conformance with the project schedule
CREATE a summary construction schedule for inclusion with the bid documents Recommend professional firms for selection by client, including contractor and key sub-contractors (referred to herein as “construction team”).
PREPARE RFP documents, qualify the professional firms, conduct interviews and evaluations
ACTIVATE
MOVE-IN COORDINATION
ESTABLISH move criteria with the client
INTERVIEW move vendors and negotiate contract
COORDINATE vendor activities with the construction team
COORDINATE a move inventory and damage assessment review with move vendors, fixturing supplier and the construction team
CLOSE OUT move vendor contract and equipment/furniture installation contracts
COORDINATE the preparation of punch lists indicating any outstanding work and require that these items are completed in an expeditious manner
of savings are made pre-construction
-
INDICATES service is provided through affiliate partners & vendors
-
INDICATES service is provided by Keystone Project Advisors
SERVICE PROVISIONS KEY
SERVICE PROVISIONS KEY
-
INDICATES Service is provided by Keystone Project Advisors
-
INDICATES Service is provided through affiliate partners and vendors
PROCESS
A Proven Approach.
An Owner-Focused Perspective.
A Proven Approach. An Owner-Focused Perspective.
Every successful project requires a clear vision, thoughtful planning, and disciplined execution. At Keystone Project Advisors, our process is designed to protect your interests, align your project team, and guide your investment from initial concept through completion.
From early planning and design coordination to construction oversight, activation, and final closeout, we provide the leadership, communication, and accountability needed to keep your project moving forward. Our five-phase approach brings clarity to complexity, anticipateschallenges, and keeps your goals at the center of every decision.
One trusted partner. Five purposeful phases. Your objectives at the forefront.
One trusted partner.
Five purposeful phases.
Your objectives at the forefront.
CONSULT
DUE-DILIGENCE, STRATEGY & PLANNING
ATTEND site tours to provide feedback on potential project impacts
COORDINATE test fits and approvals
FORMALIZE clear project goals for time, cost and scope with client
DEVELOP realistic milestones and a preliminary budget for total project costs with client, including construction, equipment, furniture and design fees
RECOMMEND professional firms for selection by client, including consultants, architects, designers and engineers (referred to herein as “design team”)
PREPARE RFP documents, qualify the professional firms, conduct interviews and evaluations PREPARE high level project schedules comparing option properties occupancy dates and overall project delivery time frames
NEGOTIATE agreement(s) with Design Team entities within predefined parameters
BUILD
CONSTRUCTION OVERSIGHT
PREPARE front end documents including general and special conditions, contract formats, temporary specifications, guidelines for affirmative action programs, site specific safety plans, and special contractor supplements
REVIEW contractor’s schedule to ensure it aligns with the construction means and methods of delivering the project within the contractual terms
CREATE an integrated project schedule (including all vendors workflow) for inclusion in the bid documents and develop a cost value for each activity for use in preparing a forecast
NEGOTIATE agreement(s) with construction team entities within predefined parameters. If required implement value engineering for all aspects of design and construction with selected construction team prior to contract award
AWARD work, with client’s approval
REVIEW work performed by the construction team, in conjunction with design team and their contractual terms
CONFIRM that the materials furnished, and the work performed are in accordance with the drawings, specifications and contract documents
COORDINATE the implementation of construction information systems, project schedules and resources analysis as they relate to materials, manpower and costs with the construction team
PROVIDE construction review status updates and reports on a monthly basis
ESTABLISH on-site organization and lines of authority required to carry out all project phases efficiently with the construction team
ENSURE construction team maintains an on-site record-keeping system which will be sufficient in detail to satisfy an audit by client (as required)
COORDINATE the obtaining of all legally required permits, licenses, and certificates
COORDINATE aspects of the work involving local municipal authorities, governmental agencies, and utility companies
COORDINATE the work of all Owner provided subcontractors through the construction team. In the event that the interpretation of the meaning and intent of the contract documents becomes necessary during construction, ascertain the architect’s and client’s interpretation, make recommendations as appropriate, and transmit such information to the appropriate subcontractor(s)
DRIVE job meetings to discuss procedures, progress, problems and scheduling
ENSURE third party testing outlined in the technical sections of the specifications is completed as required by the building code
COORDINATE the review with the design team for compliance with the contract documents, shop drawings and materials submitted by the construction team
RECOMMEND approval of all applications for payments submitted through vendor(s) in accordance with client’s established procedures
OBTAIN all applicable lien releases upon issuance of vendor payments
RECEIVE and review change order requests from design team, construction team or from client.
REVIEW unit prices, time and material charges and similar items.
MONITOR and advise upon request for changes required by field conditions and progress of the work and obtain approval from client and the architect/engineer
MONITOR schedule to expedite material and equipment deliveries during construction
of savings are made pre-construction
CLOSE
CLOSE-OUT, COMMISSIONING & WARRANTY
REVIEW all guarantees, warranties, etc. required by the contract documents and assembled by the contractor and forward them to client
VERIFY all claim releases required to issue final certificate of completion and final payment to the construction team, and forward to client
EXPEDITE preparation of “as-built” drawings in accordance with the terms of the specifications
MONITOR the expeditious follow-up and correction of all punch list items
TURN OVER any owner’s manuals or training requirements for new systems to facility management or building engineering for operations purposes
COORDINATE the preparation of punch lists indicating any outstanding work and require that these items are completed in an expeditious manner
SERVICE PROVISIONS KEY
-
INDICATES service is provided by Keystone Project Advisors
-
INDICATES service is provided through affiliate partners & vendors
DESIGN
CONCEPT COORDINATION
COORDINATE design team, IT, A/V, security, furniture vendor (if applicable), authorities having jurisdiction, and service provider
COORDINATE test fits and approvals Chair regular coordinating meetings with project team (contractor, engineer, architect & Client)
OVERSEE the design team throughout preparation of the project program and design from schematic through working drawing stages. Review the design schematic periodically and give direction as required to achieve project goals and ensure additional vendor coordination
DEVELOP schedules for the design stage and coordinate the activities of client’s business unit representative, project manager, additional consultants, and design team
RECOMMEND the purchase and procurement of long lead time items to arrange for delivery of strategic materials in conformance with the project schedule
CREATE a summary construction schedule for inclusion with the bid documents Recommend professional firms for selection by client, including contractor and key sub-contractors (referred to herein as “construction team”).
PREPARE RFP documents, qualify the professional firms, conduct interviews and evaluations
ACTIVATE
MOVE-IN COORDINATION
ESTABLISH move criteria with the client
INTERVIEW move vendors and negotiate contract
COORDINATE vendor activities with the construction team
COORDINATE a move inventory and damage assessment review with move vendors, fixturing supplier and the construction team
CLOSE OUT move vendor contract and equipment/furniture installation contracts
COORDINATE the preparation of punch lists indicating any outstanding work and require that these items are completed in an expeditious manner
CONSULT
DUE-DILIGENCE, STRATEGY & PLANNING
ATTEND site tours to provide feedback on potential project impacts
COORDINATE test fits and approvals
FORMALIZE clear project goals for time, cost and scope with client
DEVELOP realistic milestones and a preliminary budget for total project costs with client, including construction, equipment, furniture and design fees
RECOMMEND professional firms for selection by client, including consultants, architects, designers and engineers (referred to herein as “design team”)
PREPARE RFP documents, qualify the professional firms, conduct interviews and evaluations PREPARE high level project schedules comparing option properties occupancy dates and overall project delivery time frames
NEGOTIATE agreement(s) with Design Team entities within predefined parameters
DESIGN
CONCEPT COORDINATION
COORDINATE design team, IT, A/V, security, furniture vendor (if applicable), authorities having jurisdiction, and service provider
COORDINATE test fits and approvals Chair regular coordinating meetings with project team (contractor, engineer, architect & Client)
OVERSEE the design team throughout preparation of the project program and design from schematic through working drawing stages. Review the design schematic periodically and give direction as required to achieve project goals and ensure additional vendor coordination
DEVELOP schedules for the design stage and coordinate the activities of client’s business unit representative, project manager, additional consultants, and design team
RECOMMEND the purchase and procurement of long lead time items to arrange for delivery of strategic materials in conformance with the project schedule
CREATE a summary construction schedule for inclusion with the bid documents Recommend professional firms for selection by client, including contractor and key sub-contractors (referred to herein as “construction team”).
PREPARE RFP documents, qualify the professional firms, conduct interviews and evaluations
BUILD
CONSTRUCTION OVERSIGHT
PREPARE front end documents including general and special conditions, contract formats, temporary specifications, guidelines for affirmative action programs, site specific safety plans, and special contractor supplements
REVIEW contractor’s schedule to ensure it aligns with the construction means and methods of delivering the project within the contractual terms
CREATE an integrated project schedule (including all vendors workflow) for inclusion in the bid documents and develop a cost value for each activity for use in preparing a forecast
NEGOTIATE agreement(s) with construction team entities within predefined parameters. If required implement value engineering for all aspects of design and construction with selected construction team prior to contract award
AWARD work, with client’s approval
REVIEW work performed by the construction team, in conjunction with design team and their contractual terms
CONFIRM that the materials furnished, and the work performed are in accordance with the drawings, specifications and contract documents
COORDINATE the implementation of construction information systems, project schedules and resources analysis as they relate to materials, manpower and costs with the construction team
PROVIDE construction review status updates and reports on a monthly basis
ESTABLISH on-site organization and lines of authority required to carry out all project phases efficiently with the construction team
ENSURE construction team maintains an on-site record-keeping system which will be sufficient in detail to satisfy an audit by client (as required)
COORDINATE the obtaining of all legally required permits, licenses, and certificates
COORDINATE aspects of the work involving local municipal authorities, governmental agencies, and utility companies
COORDINATE the work of all Owner provided subcontractors through the construction team. In the event that the interpretation of the meaning and intent of the contract documents becomes necessary during construction, ascertain the architect’s and client’s interpretation, make recommendations as appropriate, and transmit such information to the appropriate subcontractor(s)
DRIVE job meetings to discuss procedures, progress, problems and scheduling
ENSURE third party testing outlined in the technical sections of the specifications is completed as required by the building code
COORDINATE the review with the design team for compliance with the contract documents, shop drawings and materials submitted by the construction team
RECOMMEND approval of all applications for payments submitted through vendor(s) in accordance with client’s established procedures
OBTAIN all applicable lien releases upon issuance of vendor payments
RECEIVE and review change order requests from design team, construction team or from client.
REVIEW unit prices, time and material charges and similar items.
MONITOR and advise upon request for changes required by field conditions and progress of the work and obtain approval from client and the architect/engineer
MONITOR schedule to expedite material and equipment deliveries during construction
ACTIVATION
MOVE-IN COORDINATION
ESTABLISH move criteria with the client
INTERVIEW move vendors and negotiate contract
COORDINATE vendor activities with the construction team
COORDINATE a move inventory and damage assessment review with move vendors, fixturing supplier and the construction team
CLOSE OUT move vendor contract and equipment/furniture installation contracts
COORDINATE the preparation of punch lists indicating any outstanding work and require that these items are completed in an expeditious manner
CLOSE
CLOSE-OUT, COMMISSIONING & WARRANTY
REVIEW all guarantees, warranties, etc. required by the contract documents and assembled by the contractor and forward them to client
VERIFY all claim releases required to issue final certificate of completion and final payment to the construction team, and forward to client
EXPEDITE preparation of “as-built” drawings in accordance with the terms of the specifications
MONITOR the expeditious follow-up and correction of all punch list items
TURN OVER any owner’s manuals or training requirements for new systems to facility management or building engineering for operations purposes
COORDINATE the preparation of punch lists indicating any outstanding work and require that these items are completed in an expeditious manner
of savings are made pre-construction
SERVICE PROVISIONS KEY
-
INCIDCATES service is provided by Keystone Project Advisors
-
INCIDCATES service is provided through affiliate partners & vendors
