
Owner’s Project Management (OPM)
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Program Management
Aegis serves as your Owner’s Representative - providing independent leadership, project controls, and field oversight to protect budget, schedule, quality, and scope from Planning through closeout.
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Planning
Ideally, the best time to engage Aegis as Owner’s Representative is during Planning - before the first contract is signed. That is when the Owner’s most consequential decisions are made: defining requirements, selecting the architect and contractors, choosing a delivery method, and aligning contracts and scopes so gaps do not become change orders later. If your project is already underway, Aegis can be brought in at any stage - to stabilize cost and schedule controls, strengthen reporting, and drive accountability through closeout.
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Already in Design or Construction?
Aegis can step in to implement disciplined project controls, clarify responsibilities, and reduce change and schedule exposure - without disrupting progress.
Who We Serve
Aegis supports Owners across Florida with a primary focus on Education and Municipal capital programs, while also serving commercial and retail Owners. Typical engagements range from small projects up to $300M+ programs and multi-year, multi-site initiatives requiring disciplined controls and construction-literate oversight.
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Public and private K-12 schools, higher education, and educational facilities
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Municipal facilities and public-sector capital programs
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Commercial, retail, and other private Owners with high visibility and constrained budgets (as applicable)
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Projects ranging from small projects up to $300M+ programs
Independence & Transparency
When retained as Owner’s Representative, Aegis provides fee-based oversight and management on behalf of the Owner. Under OPM engagements, Aegis does not self-perform construction and does not contract directly with trades. If Aegis is ever considered for a construction delivery role, it is evaluated under a separate process and contract at the Owner’s discretion, with transparent documentation to avoid conflicts and preserve Owner trust.
Planning & Team Procurement (Before Design Begins)
Owners rarely struggle because they lack project management. They struggle because the wrong team is hired, scopes are fragmented, and contracts do not match the Owner’s priorities. Aegis begins in Planning - translating Owner goals and operating philosophy into clear requirements, then leading a structured selection process to identify the right-fit architect, consultants, and contractor partners. We support contract negotiation and coordinate scopes so the design and construction teams are aligned from the start - reducing change exposure, schedule drift, and decision friction.
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Owner Requirements & Philosophy Alignment: Stakeholder interviews and goal-setting workshops
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Operational priorities, risk tolerance, quality expectations, and decision cadence
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Program requirements definition (what success looks like)
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Delivery Strategy & Procurement Planning: Delivery method recommendation aligned to Owner constraints (CMAR / DBB / DB / negotiated)
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Procurement schedule and market strategy (timing, bidder list, long-lead considerations)
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Architect / Consultant Identification & Selection: RFQ/RFP development tailored to Owner priorities and project realities
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Shortlist creation, interview facilitation, reference checks, and evaluation scoring
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Tailored scoring rubric aligned to Owner priorities, project-specific risks, and delivery method
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Recommendation memo that clearly explains why the selected team is the best fit
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Contract Negotiation & Commercial Terms Support: Fee and scope negotiation support for architects/engineers (in support of the Owner)
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Contract alignment: roles, deliverables, milestones, reimbursables, insurance, closeout expectations
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Clear inclusions/exclusions so assumptions are not hidden
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Scope Coordination to Prevent Gaps: Scope matrix across Owner/Architect/Consultants/ Contractor (who owns what)
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Coordination checks between design deliverables and cost proposals
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Early identification of gray areas that typically become change orders
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Owner’s Rep Services Across the Full Project Lifecycle

Lifecycle delivery (Plan → Procure → Control → Deliver)

Phase 1: PLAN (Planning / Pre-Design)
We turn Owner goals into executable requirements, then build the right team and delivery strategy before design momentum locks in cost and risk.
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Owner goal alignment, stakeholder interviews, and decision structure (governance)
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Program definition: scope boundaries, priorities, operational requirements
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Budget modeling and options analysis; contingency strategy tied to risk
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Master schedule with milestones, approvals, and procurement timing
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Architect/consultant selection support (RFQ/RFP, shortlist, interviews, tailored scoring rubric)
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Contract and scope alignment - prevent gaps before design starts
Phase 2: PROCURE (Delivery Method + Contracting)
We help you select the right delivery method and team, then align contracts and scopes so gaps do not become change orders.
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RFP/RFQ development, bidder outreach, and Q&A coordination
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Bid leveling and assumption normalization for apples-to-apples comparisons
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Scope reconciliation between design deliverables and contractor pricing
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Contract alignment review: scope, allowances, alternates, schedule, and closeout
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Negotiation support and recommendation memo for Owner approval
Phase 3: CONTROL (Construction Oversight on Behalf of the Owner)
We manage cost, schedule, risk, and change with disciplined controls and field verification.
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Budget control: commitment log, forecast, contingency tracking, change exposure
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Schedule control: baseline review, look-aheads, recovery planning
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Change control: pricing analysis, negotiation support, documentation and approvals
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Pay application review and progress verification; lien waiver tracking
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RFI/submittal tracking and escalation to protect schedule and quality
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Field observations: quality and safety observations; issue log and resolution
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OAC meeting leadership, action tracking, and decision documentation
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Board-ready reporting: executive summary, risks, decisions needed
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Phase 4: DELIVER (Closeout / Turnover / Warranty)
We close projects like Owners want them closed: complete documentation, clean punchlists, and enforceable warranty follow-through.
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Punchlist strategy and completion verification
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Closeout deliverables tracking (as-builts, O&M manuals, warranties, training)
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Commissioning coordination and deficiency resolution tracking
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Final accounting support and closeout reconciliation
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Warranty period tracking and issue resolution support



Owner Deliverables
Owners receive decision-grade documentation and controls that support transparency, defensible decisions, and accountability across designers and contractors.
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Baseline budget and forecast report (commitments, contingency, change exposure)
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Milestone schedule tracker and schedule risk highlights
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Risk register (signature deliverable): top risks, mitigation owners, due dates, and decision points
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Change log with pricing analysis and recommendation memos
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Action log and decision register (who owes what by when)
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Closeout tracker (as-builts, O&M manuals, training, warranties, turnover requirements)
What We Prevent
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Scope gaps between architect documents and contractor pricing that become change orders
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Procurement decisions that do not match Owner risk tolerance, schedule constraints, or operational needs
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Bid comparisons that are not apples-to-apples across different delivery methods or assumptions
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Weak change control that leads to budget creep and decision confusion
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Schedule drift caused by unclear responsibilities, long-lead items, and slow decision cycles
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Closeout chaos: missing warranties, incomplete turnover documentation, and unresolved punch items
Why Aegis
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Contractor-literate oversight: we have been the builder, so we recognize common tactics, risk transfers, and scope-leverage points before they cost the Owner
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Controls-first management: disciplined budget, schedule, and change systems from day one
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Procurement and contract alignment: we prevent scope gaps upfront instead of managing change after the fact
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Education and municipal experience: stakeholder-heavy projects with governance and transparency requirements
How We Start
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Discovery call to understand goals, constraints, stakeholders, and current status
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Document review and planning session (requirements, schedule, budget, procurement approach)
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Roadmap + controls setup: reporting cadence, logs (budget/schedule/change/risk), and next-step decisions
Engagement Options
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Flexible fee structures: Available based on Owner needs: hourly rates, fixed fee, monthly retainer, or hybrid.
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Planning & Procurement Package: requirements, delivery strategy, architect/contractor selection support, contract and scope alignment
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Full Owner’s Rep / OPM: Planning through closeout with full controls and field oversight
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Project Recovery / Controls Stabilization: step-in support mid-design or during construction to restore cost/schedule/change discipline
Project Photos



