| Agenda, summaries, action items |
| Approval Feasibility: |
Regulation assessment, political climate, community issues |
| Site Evaluation: |
Service availability, access, resources, environmental aspects |
| Existing Report Review: |
Review and summarize issues and deficiencies |
| Vision Preparation: |
Potential uses, vision description, action plan |
| Weekly status, issue tracking, decision status |
| Project Overview: |
Prepare and manage budget, schedule, contracts, reporting |
| Team Meetings: |
Scheduling, agenda, summaries, action items |
| Team Assembly: |
Identify, evaluate, define scope, and contract |
| Preliminary Estimating: |
Overall concept project costs |
| Pro forma: |
Absorption, phasing, cost allocation, O&M, pricing, performance |
| Consultant Management: |
Coordination, contract compliance (invoices, change orders and pay requests) |
| Weekly status, issue tracking, decision status |
| Requirements: |
Evaluation of approval process and requirements |
| Public Meetings: |
Representation of client at meetings and hearings |
| Team Coordination: |
Team management, contract management |
| Project Liaison: |
Point of contact for client, local staff, neighbors, stakeholders |
| Negotiations: |
Meeting facilitation, approval agencies, special interest groups, neighbors |
| Approvals: |
Final approval recordation and agreement conditions compliance |
| Weekly status, issue tracking, decision status |
| Project Initiation: |
Bidding, contract negotiation and award, kick-off meetings |
| Documentation: |
Public bid compliance, limited site observation, documentation of progress |
| Contract Management: |
Coordination, contract tracking (invoices, change orders and pay requests) |
| Approval of Draws: |
Review and input monthly draws with the bank documentation |
| Reimbursement Recovery: |
Track and collect from adjacent properties and local jurisdictions |
| Final Acceptance: |
Monitoring and completion of final certification and acceptance |
| Close out: |
Warranty and close out of improvement to release guarantees |
