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CONSULTING SERVICES

Trillium Consulting brings the benefits of our construction and development expertise to our clients’ projects.  We are the Owner’s Representative for clients who are constructing or leasing multifamily, industrial, office, hospitality, academic, retail, and luxury residential properties.

 

We work with our clients to identify the project issues, establish a process to address them, compile a team to provide solutions, and manage the execution of the plan.  We have a network of real estate brokers, architects, engineers, attorneys and consultants who can be utilized as needed during any stage of the project.

 

The scope of our professional services is customized for each project.  Services offered include those listed below:

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Board Meeting
Construction Workers at Sunset

  • Inspect site

  • Procure and review due diligence information, including:

    • soil boring report

    • topographic survey

    • phase I environmental assessment

    • site engineering storm, sanitary, and water study

    • public utility capacity and service

    • ALTA survey

    • title documents

    • wetland determination

    • traffic study

    • covenants, conditions, and restrictions

Due Diligence
Entitlement

  • Review project with government agencies to determine local permit, approval, and development agreement requirements

  • Determine which permits and approvals are required from non-local agencies

  • Present plans to governmental approving bodies and utility agencies

  • Manage development permitting and approval processes

  • Recommend bidding strategies

  • Develop bid specifications

  • Issue bid packages

  • Interview bidders and research references

  • Review bids, provide analysis, and recommend award

Designer + Contractor Selection
Contract

  • Recommend contract form to be used

  • Review the draft contract and make content recommendations

  • Recommend and review contract attachments

  • Make recommendations regarding process work

  • Make recommendations regarding future expansion accommodations

Design Phase
Construction Phase

  • Attend design meetings to monitor the design work

  • Coordinate the work of the design consultants

  • Compare the program requirements to the design documents, including drawing and specifications

  • Compare the design to the project budget

  • Attend job progress meetings

  • Observe the construction

  • Monitor the schedule

  • Analyze and make recommendations on issues requiring Client decisions

  • Monitor the project cost

  • Review testing agency observation and test reports

  • Analyze scope changes

  • Negotiate change orders

  • Review payment applications

  • Provide monthly progress reports with pictures

  • Assist the Client in coordinating the General Contractor’s work with that of other Client contractors and vendors

  • Perform final inspection and issue punch list

  • Review record documentation for accuracy and completeness, including warranties, O&M manuals, and as-built drawings

  • Oversee the commissioning of equipment and operating and maintenance training

  • Review final payment application

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