Owner Resources
Practical reference material for institutions planning, scoping, and procuring capital projects.
Reference material, not marketing collateral
Most institutions run a major capital project once a decade, which means the hardest questions — how to scope the role, what the fee should cover, when to engage — get answered under time pressure with no internal precedent. These are the references we are asked for most often.
They are free to use and adapt, with no attribution required and nothing gated behind a form.
Reference Materials
Structured outlines and plain-language answers for owner-side decisions
Owner's Representative Scope of Work
A phase-by-phase scope outline for institutions writing an owner's representative RFP or agreement, plus the terms most often left undefined.
How to Select an Owner's Representative
When to engage, what to put in the RFP, how to evaluate responses, and the red flags worth screening for.
How Owner's Representative Fees Work
The four fee structures, what drives cost, and how to compare proposals that are not quoted on the same basis.
Owner's Representative FAQ
Plain answers on what the role covers, when to hire, how it differs from a general contractor, and what happens after construction.
Our Process
The six-phase owner-side methodology, from discovery and feasibility through closeout and operational transition.
Insights Library
Owner-side perspectives on capital planning, project delivery, risk, historic preservation, and building operations.
Need something that isn't here?
If you are scoping a project and cannot find the answer, ask us directly — we will point you at it or write it.