• Determine goals and objectives (renew vs. relocate)
• Establish budget and project timeline
• Determine space size and layout
• Define geographic parameters
• Address building quality and image needs • Identify special requirements
Survey the Market
• Prepare survey of properties based on client needs
• Find unique opportunities
• Review space alternatives • Select buildings for tour
Visit and Evaluate Properties
• Coordinate building tours of likely alternatives
• Shorten selection to final alternatives
• Obtain lease proposals • Facilitate space planning for first choices
Analyze and Negotiate Proposals
• Prepare financial comparison
• Consider space plan efficiencies
• Quantify construction costs • Negotiate rent, terms, incentives
Select Preferred Building
• Choose top alternative
• Negotiate final terms and conditions • Submit letter of intent
Finalize Lease
• Recommend legal counsel
• Review business terms
• Review construction agreement • Facilitate lease document revisions
Follow-through
• Review construction schedule
• Monitor construction progress • Facilitate final walk through
Provide Post Occupancy Services
• Prepare lease summary
• Set reminders for critical dates • On-going follow-up with client
