Turnberry Planning Incorporated

Some past and present clients of
Turnberry Planning Incorporated

American Cancer Society

Beach Point Club

Belle Haven Club

Berkeley Carroll School

The Churchill School

Congregation Or Zarua

Convent of the Sacred Heart

Fairleigh Dickinson University

Hackley School

Hampshire Country Club

Horace Mann School

Hudson River Museum

King & Low-Heywood Thomas School

Packer Collegiate Institute

Quaker Ridge Golf Club

Riverdale Country Day School

Rye Country Day School

Rye Free Reading Room

St. David’s School

Seavest, Inc.

Social Science Research Center

Solomon Schechter of Westchester

Stamford Yacht Club

Town School

Trinity School

Westchester Jewish Center

Westchester Reform Temple

Windward School

An owner's representative manages the design and construction process, from choosing an architect to occupancy of the new facility. Here is a list of the typical services Turnberry Planning Incorporated offers, by project phase.

Planning and design phase

Prepare a project budget—all “hard” and “soft” costs
Manage the architect selection process from requests for proposals through contract
Coordinate design competitions
Review construction cost estimates—identify opportunities or cost savings
Assist the project attorney with obtaining site approvals
Assist the project attorney and architect with obtaining building permits
Guide the owner through project options, for example, choosing a construction manager or general contractor
Qualify contractors
Schedule owner presentations
Oversee competitive bidding
Prepare analysis of bids
Assist project attorney with preparing construction contract
Secure insurance certificates for all subcontractors

Construction phase

Organize weekly project meetings
Monitor contractor safety and logistics program
Review and approve all monthly requisitions
Review partial waivers of lien
Oversee owner’s controlled inspection program
Analyze change order proposals
Negotiate change order pricing
Coordinate owner’s specialty consultants
Assist with equipment coordination
Prepare monthly progress reports for management
Prepare presentations and updates for board and community
Assist with ordering owner’s furniture and equipment

Occupancy and project closeout phase

Assist architect and contractor with obtaining certificate of occupancy
Assist owner with all move-in activities
Ensure completion of punchlist
Coordinate punchlist activity with ongoing business operations after owner move-in
Obtain all warranties and guarantees
Secure operating manuals
Obtain as-built drawings
Review final waivers of lien
Approve final construction requisition

Managing Design and Construction: A Resource for Owners, based on author Steph Slater’s over three decades of experience managing construction projects on owners’ behalf, gives owners insight into the process of taking a major construction project from concept through occupancy and clarifies the owner’s responsibility at every stage.

It provides an overview of the elements that must be in place for a project to be successful, as well as a step-by-step guide to the entire planning, design, and construction process.

160 pages • full color throughout • 11 × 8½ inches • $80

published January 2008 • ISBN: 978-0-615-16019-1

Foreword Richard H. Cohen

Preface

Acknowledgments

What Is an Owner’s Representative?

Project Organization

Selecting the Architect

Schematic Design Phase

Preliminary Project Schedule

Schematic Cost Estimate

The Project Budget

Site Plan and Special Approvals

Design Development

The Builder

Construction Documents

Competitive Bidding and Awarding the Contract

Obtaining the Building Permit

Project Insurance

Starting Construction

The Dance

Mobilization and Life Safety

Controlled Inspections

Safety First

Shop Drawings and Submittals

Change Orders

Proactive Management

Project Closeout

Sometimes Magic Happens

Turnberry Planning Incorporated, construction consulting, project management, owner representation. Buy the book, Managing Design and Construction: A Resource for Owners, by Steph Slater.