• Inspection of present operations and existing facilities
  • Field verify existing conditions
  • Conduct programming interviews
  • Analyze square footage requirements per departments and for total project
  • Create projections of future growth for personnel requirements
  • Prepare summary of programming interviews for client review/approval
  • Preparation of project schedule
  • Circulation requirements
  • Blocking/Stacking diagrams and adjacency requirements


  • Development of office standards
  • Preliminary office and workstation layouts
  • Preliminary furniture layouts
  • Workstation/Furniture manufacturer evaluations
  • Preliminary layouts by group and by department
  • Review alternative approaches to design and construction of the project
  • Furniture inventory
  • Review existing building plans
  • Code analysis


  • Detailed furniture and partition layouts
  • Identify location of all workstations
  • Identify power, telephone and data requirements for workstations and general areas
  • Establish equipment sizes and electrical requirements
  • Select furniture, fixture and equipment (FF&E) Specifications
  • Select lighting
  • Selection of artwork and signage
  • Prepare and present presentation materials/presentation boards
  • Prepare preliminary finish and furniture specifications
  • Coordination with other trades/consultants


  • Prepare approved finish and furniture specifications
  • Prepare finish and furniture legends/schedules
  • Prepare furniture plans
  • Coordination of all furniture with selected furniture dealer
  • Coordination of electrical, telephone, and data locations
  • Complete construction drawings (if required)
  • Coordination of all finishes and specifications for contract documents
  • Coordination of millwork details
  • Coordination of reflected ceiling plans
  • Coordinate construction documentation with other trades


  • Provide project schedules
  • Prepare project status reports
  • Oversee all project-related Contracted Services
  • Bid Administration


  • Review bids with clients and make recommendations (if necessary)
  • Review and approve all finishes submitted by the Contractor
  • Attend all project meetings
  • Visit the field, when necessary, to maintain design intent
  • Review shop drawings of millwork or any other specialty materials
  • Coordination/location of artwork and signage
  • On-site furniture coordination
  • Coordinate punch lists with required trades
  • Post-occupancy