ROI Advisors

Construction Management

ROI's involvement includes monitoring the pertinent operations of the construction process, keeping Clients advised of the process and corrective action in a timely manner while maintaining a system of checks and balances, and participating within the bounds of the contractual agreements.


  • The expertise, resources and documentation
    required for most building programs.
  • The resources to assist in maintaining project development and the construction process.
  • Dedication and philosophy to work within your management requirements and provide support for your management staff.
  • Experience in working with various regulatory inspection agencies
  • A working relationship and knowledge of contractors, subcontractors and vendors.

Our approach allows for one person to act as the point of contact for coordinating and monitoring every pertinent activity during Project Development. We establish a management control system for our clients, which provide the needed direction and control to make the project a success.

Preconstruction Phase

During the preconstruction phase (planning, design, bidding, and contract negotiations), objectives are set, decisions are made, and requirements prescribed that will have great impact on the Project. ROI will assist in meeting your planning objectives and assuring a timely and orderly transition into the construction phase.

In a situation where a Developer, Architect, General Contractor, Civil Engineer, multiple Vendors, and various Trades are involved, ROI will continually monitor and defend the Client's interests.

Preconstruction Services

ROI will assist in defining the Project's organizational structure, create a check and balance monitoring system, assemble the project team, and help define the authority and responsibility of the individuals and the team players.

  • Prepare a Project Management schedule based on input data obtained from the Project Team.
  • Indicate major preconstruction and construction events, and include the owner activities and definable restraints.
  • Provide a monthly update and reconcile the schedule as required by Project condition changes. Record deviations on updated schedules to show cause and impact and identify, where applicable, the responsible party and distribute copies to Project Team members.
  • Audit invoices submitted to the Owner by the contracted Parties in an effort to ensure proper backup, breakdowns, validity, protect the Owner from overpayment, and substantiate costs for any future back charge and claims.
  • Monitor each Project Team member's performance in accordance with the Project Management Schedule and report findings to the client with any applicable proposed solutions.

Design Development:

ROI will assist in Value Engineering to ensure the most workable design is obtained within budget and identify additional savings where applicable.

  • Review interim budget estimates to monitor the conceptual design construction cost. Identify impacts to the Project Budget and offer alternative solutions.
  • Furnish interim updated Project Management schedules to reflect the refined design, and new restraints. Identify time delay and cost impacts and attempt to establish responsibility in accordance with Contract Agreements. Furnish alternative scheduling logic for all negative time delay and cost impacts.
  • Assist with the Owner's required reviews and approvals of the Architect's design submissions.
  • Monitor the Architect's regulatory agency review submissions and advise on actual progress.
  • Verify receipt of a complete set of approved schematic design documents.
  • Monitor each Project Team member's performance in accordance with the Management Schedule. Report findings.

Construction Document Phase:

  • Assist the Team in identifying long term delivery items which would benefit the Project work sequencing and time duration.
  • Verify the resolution of all regulatory agency review comments and identify all variances to our client and the Architect.
  • Review of all Construction documents based on the approved Design Development Documents and subsequent regulatory agency modifications. Review to include acceptance of final selection for material, systems and equipment, quality and performance criteria, and quality of workmanship, service documents forms, defining delay charges, defining warranty start dates, submission of early-finish schedule, defining progress documents, compensable and non-compensable changes and delays, change orders, and review of insurance requirements.
  • Prepare the final design phase schedule review and status report to summarize the progress and negative impacts.
  • Update the Construction phase schedule and prepare a preliminary construction schedule identifying the major milestones, phasing requirements, equipment deliveries, installation durations, move-in requirements for inclusion into the contract documents.
  • Furnish final comparable statement of probable construction cost, compare to Architect's estimate, identify variances, and work with Architect to resolve any differences.
  • Monitor each project team member's performance in accordance with the Project Management Schedule. Report findings.

Construction Phase:

  • Critique the Proposed Construction Schedule with awarded contractor in an effort to ensure conformance.
  • Coordination of professional consultants and testing laboratories.
  • Secure time and impact analysis of potential Change Orders as required by the Contract Documents for review.
  • Review Change Orders for pricing in an effort to ensure that all time and cost elements related to a specific and valid change are properly identified, quantified and incorporated.
  • Monitor the review process for timely execution for Change Orders.
  • Monitor and review the monthly Applications for Payment and Final Payment Applications and provide recommendations to the Owner.
  • Establish and implement procedures in collaboration with the Architect for expediting the process and approval of shop drawings and submittals.
  • Prepare a contract closeout checklist based on the Contract Document requirements at the beginning of the Construction phase.
  • Regulatory Agency Inspections, Substantial Completion, and Final Inspections. Review Contractor completed punch lists and verify corrected work. Follow up on problem areas for an equitable resolution.
  • Monitor the progress of the work, compare the progress to the Schedule, monitor the quality of the workmanship required by the Contract Documents, and report Project status.
  • Monitor the Performance and fulfillment of the Architect's Administration of the Contract responsibilities along with coordinating the many ongoing activities between the Owner and the Architect.
  • Coordinate with the Architect and Contractor (s) the correction of deficiencies in the remaining areas of the Project.
  • Monitor the Workmanship of the various Contractors involved in the Project.
  • Direct the Architect to institute the necessary corrective action in order to have all work completed in a first-class manner in accordance with Contract Requirements.
  • Close out the Construction Contract Agreement.