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Typical Commercial Project Plan

Programming Phase – “Listening to Your Needs
  • Interview client to determine user needs and goals.
  • Evaluate existing job site or review any drawing for new constructi
  • Inventory existing furniture that might be used in the project.
  • Generate floor plans of the project space for the client.
  • Measure job site to obtain necessary dimensions of site.
  • Determine style, color, etc. preferences.
  • Meet with building owner concerning building standards and regulations.
  • Ascertain potential building code, life safety code, and barrier-free (ADA) regulations as might affect the project.
  • Develop project schedule.
  • Develop project budget.
  • Coordinate (if needed) with appropriate consultants.
  • Determine feasibility of meeting the client’s requirements, determine and inform the client of any restraints that will affect
    the feasibility of the project.
  • Prepare final design program.
Schematic Design – “Basic Rough Draft”
  • Develop preliminary space utilization plans.
  • Prepare preliminary furniture plans.
  • Preliminary selections of interior architectural finishes.
  • Preliminary furniture, furnishings, and equipment selections.
  • Review applicable building, life safety, and accessibility codes, and apply as required.
  • Make preliminary color selections.
  • Refine budget.
  • Prepare design drawings, such as perspectives, elevations, etc. as needed.
  • Meet with consultants such as architect, contractors, or others as required.
Design Development – “Final Design After Your Input”
  • Complete space plans and layouts.
  • Complete furniture, furnishings, and equipment plans.
  • Complete working drawings concerning custom furniture, cabinets, or architectural treatments.
  • Determine specifications of architectural finishes.
  • Prepare specifications of furniture, furnishings, and equipment.
  • Prepare other drawings, such as lighting plans, elevations, and sections, etc., as required.
  • Prepare a budget of expected costs for all construction and furnishings, as specified.
Contract Documents
  • Prepare working drawings and schedules for the construction and/or installation of the space.
  • Prepare written specifications to accompany working drawings, schedules, and furniture, furnishings, and equipment.
  • Prepare furniture and equipment installation drawings.
  • Qualify vendors, suppliers, and subcontractors.
Contract Administration
  • Provide project management supervision of the job site during construction/installation.
  • Procure furniture and finishings by submitting purchase order to suppliers and installers.
  • Make periodic visits to the job site to ensure the work is being done in accordance with the contract documents and
    specifications.
  • Supervise installation of furniture, furnishings, and equipment.
  • Maintain project management and schedule records.
  • Assist in determination of substantial completion, payments to vendors, and securing releases.
  • Prepare and administer post-occupancy evaluations.

Your help to set the tone and define the customer service culture among all employees is appreciated. As you know, delivering a customer experience that is friendly, positive and inspiring is very important to our success.

Robert and Carole Martin

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