01

Conceptualization & Planning

Starting with establishing the very basic information relating to the client, their mission, project criteria and overall vision, we listen and formulate various concepts for consideration. By layering in various potential timeline milestones, a broad schedule is developed as an initial planning tool.

02

Financing & Grant Opportunities

Throughout California and surrounding States, there are multiple grants and public funding sources. We work with trusted partners to track these sources and help determine entity and project type eligibility. Establishing the potential funding source early helps guide the next steps in the development process.

03

Partnering & Team Formation

Having the right team with suitable knowledge and experience is essential to any project; however, when considering the use of non traditional construction systems, this becomes a critical risk management component. Most State funding sources require a public entity partner; therefore, early conversations need to take place. 

04

Zoning Research

In California, for example, there are a multitude of Assembly Bills and Senate Bills that are intended to help streamline and facilitate developments. We have successfully utilized these bills to avoid lengthy and costly environmental reviews, increase density, expedite the entitlements process and utilize certain concessions to significantly reduce costs be eliminating non-essential components. By factoring this information, our zoning reviews can enable our clients to consider a wider range of properties for acquisition. 

05

Site Control

We work with brokers to help identify suitable land or property to acquire for a development. In certain cases, we have helped our clients negotiate purchase agreements contingent upon grant funding awards; therefore, achieving site control per the application requirements with the least amount of risk. The purchase of existing property comes with potentially significant risks. We mitigate these risks through comprehensive due diligence processes and teamwork.

06

Financing / Grant Writing Support

Once Steps 1-5 have been completed, its time to prepare a grant application that will score high and provide the very best chance of being approved. We work with experienced and successful grant writers, preparing the high-quality development-related documentation including budgets, schedules, development strategic plans, org. charts, architectural plans and renderings that help differentiate our applications from others. We decades of experience representing lenders and investors, we prepare similar documentation to help our clients secure other types of project financing. 

07

Due Diligence

Although due diligence applies to all steps in the process, the time between applying for grants or financing and securing the funding is best used to implement check and balances to continually ensure the design and due diligence efforts are aligned with the project goals and intended funding source(s). 

08

Entitlements, Design & Permitting

We carefully help select architects, engineers and consultants that have applicable experience and, where achievable, local knowledge and relationships with the Authority Having Jurisdiction (AHJ). This, in combination with us engaging early with the AHJ, has proved successful on previous projects, especially those that utilize alternative construction systems that AHJ's have little to no experience of.

09

Construction Management

We pride ourselves in thoroughly planning projects and engaging the various project delivery team members at the appropriate stages of the Preconstruction process. Logistics planning is especially critical for modular/ offsite construction projects, as the time advantages of such projects can be lost if a detailed process is not created and agreed by the relevant parties. We provide a full range of Construction Management services with a goal of managing time, quality and cost while delivering on our clients' vision.

10

Operations & Compliance

We ensure a comprehensive and efficient handover from construction to property management. Most grant funding agreements include compliance items that relevant parties need to be made aware of. If engaged to do so, we provide compliance periodic monitoring and reporting throughout the term of the funding agreement.