Brokerage

Transaction Services

• Proposal and Requests for Proposals (RFPs)
• Site Selection: Purchase and Lease
• Contract Negotiations (Sales, Lease, Vendors)
• Commission Participation

Property Search Services

• Establish the client’s project geographical parameters.
• Prepare a comprehensive availability study (market survey) with map.
• Tour available locations with end user.
• Assist the client and client’s end user with qualifying and shortlisting of top 2 to 3 alternative locations.

Alternative Property Analysis

•  Revise the availability study and map to indicate the shortlisted alternatives, forward to client and end-user.
• Prepare and negotiate landlord lease proposals (or RFPs) for:  1) Existing premises renewal and 2) Shortlisted alternatives
• Assist the client and end user in selecting a primary and a fallback location(s).
• Solicit from prospective landlord(s) completed draft lease agreement(s).

Lease Negotiation

•  Review and provide JFA Real Estate comments to the draft lease agreement(s).
• Coordinate lease comments (business and legal points) with client, client’s legal counsel, and prospective landlord.
• Assist client and its legal counsel with negotiating the landlord’s final lease agreement.
• Prepare and distribute to client and its counsel the JFA lease approval form (“LAF “), attaching a final lease to the LAF and circulate to client for its internal approval (initials and signature.)

Lease Execution

• Prepare and deliver to client JFA’s Lease Summary.
• Calendar all-important document dates.
• Coordinate with client obtaining and providing its insurance certificate to the landlord.
• Assist client in obtaining Non-Disturbance agreements from landlord and its mortgagees.

Tenant Improvements-Engineering and Design

• Prepare and obtain client approval of JFA preliminary space plan.
• Solicit and qualify design and engineering proposal(s):ArchitecturalStructural
  • Mechanical
  • Electrical
  • Plumbing
  • Security
  • Audiovisual
  • IT
  • Furniture
  • Signage
  • Assist client in negotiating and awarding design and engineering agreement(s).
  • Review and provide JFA Real Estate comments to the draft design and engineering agreement(s).
  • Assist client with the design programming, schematics, design development, construction drawings and coordinating construction administration of the new premises.
  • Solicit and negotiate interior design proposal(s).
  • Assist client with establishing material and finishes criteria.
  • Estimate/budget construction soft costs and hard costs.
  • Assist client in obtaining landlord’s approval of design drawings.
  • Assist design team with obtaining all necessary governmental approvals and construction permits.

Tenant Improvements–Contractor Negotiations

• Solicit and negotiate general contractor proposal(s).
• Solicit draft general contractor agreement.
  Review and provide JFA Real Estate comments to the draft general contractor agreement.
• Coordinate final draft general contractor agreement with client and client’s legal counsel.
• Obtain landlord’s approval of general contractor and insurance requirements for general contractor.
• Ensure contractor provides all necessary insurance and indemnity requirements to client and landlord.

Tenant Improvements–Construction Management

• Develop with landlord and general contractor the sub-contractor’s required qualifications and establish the invitation to bid list.
• Ensure subcontractors provide all necessary insurance and indemnity requirements to landlord.
• Coordinate with general contractor the preparation of JFA’s Construction Bid System.
• Assist client with review, negotiating, and awarding of the general contractor’s subcontractor contracts based on JFA’s Construction Bid System.
• Prepare and periodically update JFA Project Team Roster.
• Revised the estimate/budget of project costs.
• Schedule, notify, and lead weekly Project Team Meetings.
• Enact JFA Project Team Meeting Minutes.
• Establish and implement JFA’s RFI (Request for Information) procedures and log.
• Establish JFA’s No Change Order Rule and JFA’s C.O. procedure process if change order(s) are needed.
• Develop JFA Project Team Schedule to be updated and distributed at each Project Team Meeting.
• Regularly solicit Value Engineering ideas from Project Team Members.
• Coordinate with Client and Project Team the furniture design, procurement, and installation (systems, case goods, files, seating, specialty items, etc.)
• Coordinate with client and Project Team Information Technology Systems design, procurement, and installation.
• Coordinate with client and Project Team Telecommunications Systems design, procurement, and installation.
• Coordinate with client and Project Team Audio/Visual design, procurement, and installation.
• Implement (independent of the client’s internal AP system) JFA’s Vendor Billing and Payment Request Verification and Tracking System.

Move–In Logistics Management

• Assist client with solicitation, negotiation, and awarding of packing and moving company proposal(s).
• Assist client with landlord freight elevator scheduling for move-in.
• Establish, coordinate, and distribute to the landlord and project team the Notice of Completion.
• Established, coordinate, and distribute to the landlord and Project Team The Notice of Completion.
• Assist client with move-in and establishment of vendor delivery policies and procedures.
• Assist client with solicitation, negotiation, and awarding of our work proposal(s).
• Assist client with solicitation, negotiation, and awarding of interior plant foliage proposal(s).
• Assist client in obtaining all vendor project completion “Closeout Packages Close Quote (warrantees, equipment specifications, etc.)

Project Wrap Up

• Assist client with soliciting, negotiating, and awarding vendor service agreements.
• Verify Vendor Final Billing and Payment Request, obtain all lien releases, and approve release of all 10% Retainage amounts.
• Assist client in documenting final project costs and preparing written request to landlord for release and payment of landlord tenant improvement allowance(s) to client.
• Assist client with audits of the landlord’s future operating expense escalation statements.
• Assist client with providing landlord with future insurance certificates.
• Assist client with JFA review and approval of future landlord estoppel certificates.
• Help with future client/landlord relations.