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.