Services

“Our services are structured around two primary engagement pathways, depending on project type and risk profile.”

Incentives, Rebates & Retrofit Advisory

This engagement pathway is designed for projects where incentive programs, rebates, or energy-driven scopes introduce additional technical, administrative, and compliance considerations. Services may be engaged independently or in coordination with broader project oversight.

  • Appropriate for: early planning, feasibility evaluation, or owner-managed projects

    This engagement provides a targeted review of proposed retrofit or incentive-driven scope to identify potential risks before commitments are made.

    Scope may include:

    • Review of proposed work relative to program or incentive requirements

    • Identification of documentation, sequencing, or compliance risks

    • High-level coordination and feasibility guidance

    Engagement structure:
    Fixed-scope advisory

  • Appropriate for: active retrofit projects with multiple trades or stakeholders

    This engagement provides ongoing advisory support during implementation, with an emphasis on coordination, documentation alignment, and issue identification.

    Scope may include:

    • Ongoing advisory support throughout execution

    • Review of contractor documentation and submissions

    • Guidance on sequencing, approvals, and program alignment

    Engagement structure:
    Monthly retainer or phase-based support

  • Appropriate for: complex, high-value, or compliance-sensitive retrofit projects

    This engagement provides owner-aligned representation focused on managing the additional risk introduced by incentive-driven scope.

    Scope may include:

    • Active oversight related to incentive and retrofit scope

    • Coordination and issue management

    • Documentation and close-out alignment with program expectations

    Engagement structure:
    Monthly retainer

Project Management & Owner’s Representation

This engagement pathway is designed for owners, agencies, and institutions seeking independent oversight across planning and construction. Services are structured to integrate with existing teams, contracts, and procurement frameworks.

  • All project management and owner’s representation engagements begin with a paid assessment to establish baseline clarity and risk exposure.

    Scope includes:

    • Review of project scope, delivery method, and stakeholders

    • Identification of cost, schedule, procedural, and documentation risk

    • Recommendations for appropriate level of ongoing oversight

    Engagement structure:
    Fixed-scope assessment

  • Appropriate for: projects requiring consistent involvement without full representation

    Scope may include:

    • Regular coordination and review

    • Ongoing risk identification

    • Documentation and procedural oversight

    Engagement structure:
    Monthly retainer

  • Appropriate for: complex or high-stakes projects requiring comprehensive oversight

    Scope may include:

    • Integrated coordination across project stakeholders

    • Issue resolution and continuity management

    • Owner-aligned representation throughout execution

    Engagement structure:
    Monthly retainer aligned with project scale and complexity

Public & Institutional Projects