Consumer Real Estate & Construction Commercial Real Estate Development

Tenant Improvements

Capital-intensive projects where entitlement, financing, construction, and tenancy require multi-party coordination.

Example organizations in this space: CBRE JLL Cushman & Wakefield Jacobs

This interactive experience is the shipped product itself — the same application code customers run in production, mounted read-only in your browser over a real sample journey. Not a video, not a mockup: because the demo and the product are one codebase, it can never drift from the real thing.

Inside this journey
  1. Project Discovery

    Document site constraints, lease commencement date, tenant improvement budget, occupancy restrictions, and key stakeholders.

    Discovery Questions

    Where this project begins

    • Tell me the high-level scope you are planning for this space, including approximate areas and major program elements.
    • How many square feet is the leased area we will be building into? Options: <10,000, 10,000-25,000, 25,001-50,000, 50,001-100,000, >100,000
    • Which delivery model are you leaning toward, design-build, negotiated general contracting, or construction management? Options: Design-build, Negotiated general contracting, Construction management, Undecided
    • Who will be your primary internal sponsor and what is their role in day-to-day decisions?
    • Describe the top three outcomes you must achieve by move-in that will satisfy your leadership.
    • If this project misses the lease commencement date by two weeks, what immediate cost or disruption do you expect?

    Site realities that change everything

    • Where in the building's current configuration do you expect the most friction for the work we need to do?
    • List any known physical constraints on the space, for example column spacing, slab penetrations, low access ceilings, or security zones. Options: Columns or irregular bay spacing, Low slab-to-slab height, Limited floor loading, No core changes allowed, Security zones or tenant separation, Dedicated server rooms or MEP closets, Other
    • Are there occupancy restrictions or after-hours limits that will constrain noisy work? Options: Standard business hours only, After-hours allowed with permission, No noisy work allowed, Limited weekend work, Unknown
    • How often does building management require elevator reservations, and are there blackout dates we must avoid? Options: Daily, Weekly, As needed, Blackout dates exist, Unknown
    • Provide the lease commencement date as written in your lease and any landlord move-in windows.
    • Which utilities or risers are known to be shared with adjacent tenants and may require coordinated shutdowns? Options: HVAC risers, Electrical risers, Plumbing stacks, Fire protection mains, Telecom and data risers, Unknown

    Schedule tradeoffs nobody is talking about

    • If your lease date were the only immovable thing, where would you compress scope or budget to meet it?
    • Walk me through the critical path milestones from permit to occupancy as you currently understand them.
    • When do furniture and AV installations need to begin to align with your internal move schedule? Options: Begin 4 weeks before move, Begin 2 weeks before move, Begin after substantial completion, Staggered during phased occupancy, Unknown
    • Who on your side will sign off on phased occupancy releases and submittals?
    • Point to any phases you insist happen during off-hours to avoid disrupting adjacent floors. Options: Core buildout, HVAC and MEP work, Demolition, Finishes and millwork, Furniture and AV, None required
    • What single scheduling risk would force you to delay the planned move-in date? Options: Permit delays, Material long-leads, Elevator access failure, Unexpected structural issues, Tenant change requests, Other

    Money matters: what you'd rather not negotiate

    • Imagine the tenant improvement allowance were reduced by 15 percent, what would you re-prioritize in scope?
    • List the budget line items you consider nonnegotiable, for example life safety, core MEP, or fire protection. Options: Fire protection, Life safety systems, Core MEP, Security systems, Critical AV, Accessibility upgrades, Other
    • Do you have an approved owner contingency percentage and a dollar limit we should plan against? Options: Yes, No, TBD
    • Identify the role and dollar threshold that triggers executive review for change orders.
    • Are there approved material brands or finish standards that cannot be substituted without executive sign-off? Options: Yes, fixed brand list, Some brands fixed, No restrictions, TBD
    • What single budget condition would stop you from agreeing to a guaranteed maximum price today? Options: Allowance shortfall, No contingency, Unpriced scope items, Open landlord obligations, Other

    Who's going to say yes and who will say slow down

    • Point to the stakeholder who is most likely to push back on schedule or cost tradeoffs.
    • Give the number of internal reviewers who must approve drawings, and name their functions. Options: 1-2, 3-5, 6-10, More than 10
    • Walk me through the approval path from your project manager to executive sign-off, including typical review times.
    • Name any external parties, such as landlord construction team or building operations, who must sign construction milestones. Options: Landlord construction team, Building operations, IT or security, Property management, Third-party vendors, Other
    • In the event of a dispute, who on your side has delegated authority to resolve it without further executive involvement?
    • Identify the stakeholder approval whose absence would prevent giving access for mobilization.

    The other options on your table

    • Tell me the other options you are weighing for delivery, including incumbent contractors and internal teams. Options: Incumbent contractor, Another general contractor, Design-build team, Internal facilities team, Landlord vendor, Tendered bid process, Other
    • Name any incumbent contractor or vendor currently supporting similar projects for you.
    • Describe the conditions under which you would stay with your current approach instead of hiring an external contractor.
    • Has anyone within your organization proposed executing this as an internal project without an outside contractor? Options: Yes, proposed internal execution, No, Under discussion
    • Rate the importance of a guaranteed maximum price compared with time to completion. Options: GMP much more important, GMP slightly more important, Equal importance, Time slightly more important, Time much more important
    • Share the single factor that would make you change providers this week.

    Are we ready to hit the ground running?

    • Imagine building access is lost for a two-week period, what part of the schedule would break first?
    • Provide the permits you have applied for, their current status, and expected approval dates.
    • Please name the person on your side who will coordinate directly with building engineers and utilities.
    • Do you have current as-built drawings and a verified utility riser plan available for review? Options: Complete as-built set available, Partial as-builts, No as-builts, Unknown
    • Outline any corporate or regulatory compliance reviews that could add approval time to permits.
    • Share the single unresolved readiness item that would prevent mobilization on the proposed date.

    How you'll know we're done

    • Declare the acceptance criteria you consider nonnegotiable before final billing and handover.
    • Specify the measurable tests, inspections, or performance checks that must pass before you will sign acceptance. Options: Life safety systems test, HVAC balancing report, Electrical load test, Fire alarm acceptance, Final permit closeout, Punchlist completion
    • Indicate how quickly you will authorize final payment after acceptance and any invoicing requirements. Options: Immediately on acceptance, Within 15 days, Within 30 days, Within 90 days, Depends on retention
    • Assign the role that will own warranty claims after handover and describe your preferred method to log them. Options: Facilities manager, Project manager, Vendor support team, Third-party maintenance, Other
    • State the remedies you require if a final inspection reveals defects that impact occupancy.
    • Indicate how soon after we provide a phased build plan you would be prepared to commit to a mutual commercial agreement. Options: Ready immediately, In 1-2 weeks, In a month, Need more internal review, Unsure
  2. Project Plan Walkthrough

    Translate discovery into a phased build plan, schedule impacts, noise/access constraints, and mitigation strategies using the buyer's scenarios.

    Solution Experience

    • Project Plan Walkthrough
    • Confirm the current state and its cost
    • You confirm the phased schedule meets the lease commencement date across the tested scenarios or identify which scenario requires tradeoffs.
    • Deliver a revised phased build plan and Gantt showing the critical path, mitigation matrix, and measurable acceptance criteria within five business days.
    • Walk through the draft phased build plan using your scenarios
    • You agree that the proposed mitigation strategies reduce disruption to occupied floors to an acceptable level.
    • Provide the confirmed lease commencement date, occupancy constraints, after-hours rules, loading/elevator windows, and tenant improvement allowance for final plan adjustments.
    • Map noise, access, and logistics constraints and mitigations
    • Supply two scenario variations for sequencing and occupancy phasing to validate against the revised plan.
    • You accept the list of remaining evidence and deliverables required before commercial commitment.
    • Confirm decision-makers and approval deadlines needed to advance to commercial commitment and preconstruction readiness.
    • Surface budget and allowance impacts with risk triggers
    • Validate the plan with a direct confirmation
    • Agree next steps, responsibilities, and decision timeline
    • Project Plan Walkthrough
    • Project Plan Walkthrough Deck
    • Project Plan Solution Brief
    • meeting
    • slides
    • document
  3. Construction Scope

    Define demolition, MEP, finishes, millwork, furniture installation, owner responsibilities, allowances, exclusions, and measurable acceptance criteria.

    Scope Configuration

    • Controlled Demolition and Debris Removal
    • Interior Partition Framing and Drywall Installation
    • Structural Modifications and Core Drilling
    • HVAC Modifications and Ductwork Tie-Ins
    • Electrical Rough-In, Panel, and Final Connections
    • Plumbing and Sanitary Fixture Installation
    • Sprinkler and Fire Alarm System Modifications
    • Ceiling Grid and Acoustic Tile Installation
    • Millwork and Built-In Cabinetry Installation
    • Flooring Installation (Carpet, Tile, Resilient, Wood)
    • Painting, Wall Coverings, and Finish Touch-Up
    • Furniture Delivery, Installation, and Power Connections
    • Occupied-Building Containment and After-Hours Work Execution

    Scope Questions

    Controlled Demolition and Debris Removal

    • Do you have an approved demolition permit and demolition sequencing in the permit set? Options: Yes, No, Permit pending
    • Which portions of the tenant improvement require full demolition versus selective demolition (for example: existing partitions, ceilings, raised flooring)?
    • Provide any hazardous materials reports (asbestos, lead) or indicate if a hazardous survey is required before demolition. Options: Survey on file, Survey required, Not applicable
    • List required containment and negative-pressure requirements for adjacent occupied floors per building management or indoor air quality standards.
    • Who will provide and be billed for temporary waste chute, debris hoist, disposal fees, and final waste manifests? Options: You provide, We provide, Shared - describe in comments

    Interior Partition Framing and Drywall Installation

    • When do final partitions need to achieve the specified fire rating per the permit set relative to the lease commencement date? Options: Before FF&E install, By core-and-shell turnover, As phased on permit schedule
    • Specify required gypsum type, fire rating, and sound transmission class (STC) targets for walls separating open office from enclosed offices.
    • Identify existing structural columns or MEP routes that require box-outs, soffits, or coordination affecting partition layouts; attach plan markups if available.
    • Are resilient-channel or staggered-stud assemblies required to meet the acoustical consultant's STC targets shown on the reflected ceiling plan? Options: Yes, No, Consultant to confirm
    • Estimate linear feet of new partition and count of new door frames from the permit drawings. Options: Less than 500 lf, 500-2,000 lf, More than 2,000 lf

    Structural Modifications and Core Drilling

    • Provide structural drawings or a structural memo authorizing slab openings, new load points, or column modifications. Options: Drawing package attached, Memo attached, Not provided - required
    • Which core-drill locations need sleeve penetrations through the floor slab for plumbing or HVAC risers as shown on the MEP riser diagram?
    • List concrete patching tolerances and finish-level requirements for poured lids after core drilling to meet flooring manufacturer warranties.
    • Identify required structural inspection milestones (for example: temporary shoring removal, post-core load test) and third-party inspection requirements.
    • Who will coordinate structural engineer-of-record approvals and stamped shop drawings for modified slabs or beams? Options: You, We, Third-party engineer - you hire

    HVAC Modifications and Ductwork Tie-Ins

    • Indicate the HVAC design temperature and airflow targets per the mechanical schedule on the permit drawings.
    • Are package units, rooftop units, or tie-in to the building central plant required per the lease HVAC scope? Options: Package units, Central plant tie-in, Split systems, TBD
    • Note required night setback, after-hours operation, and noise thresholds from building management and how they affect duct routing and work windows.
    • Confirm access to rooftop curbs, mechanical penthouse, and chase spaces required for unit installation and duct runs. Options: Access confirmed, Access restricted - require landlord coordination, Unknown
    • How many new VAV boxes, diffusers, or return grilles are listed on the permit equipment schedule? Options: Less than 10, 10-50, More than 50

    Electrical Rough-In, Panel, and Final Connections

    • Specify required electrical service capacity increase, meter changes, or new feeders shown on the electrical one-line and panel schedule.
    • Show locations for new tenant panels, distribution runs, and final receptacle counts based on your FF&E power plan.
    • State whether UPS, generator, or phased commissioning is required for critical power circuits and list associated loads. Options: UPS required, Generator required, No critical power required, TBD
    • Name who will produce the updated single-line diagram (SLD) for permit submission and any required panel schedules.
    • Confirm availability of temporary construction power and location of temporary meters and switchgear on the site plan. Options: Available on site plan, Requires landlord/utility coordination, Not available

    Plumbing and Sanitary Fixture Installation

    • Locate existing riser locations and sanitary stacks that will be tapped or rerouted per the MEP riser drawings.
    • Attach fixture cut sheets or state if product selection is pending for toilets, lavatories, and specialty plumbing fixtures. Options: Cut sheets attached, Selection pending, Standard specified in finish schedule
    • State whether point-of-use water heaters, water softeners, or backflow preventers are required and who will test and certify backflow devices.
    • Detail required plumbing tie-in shutdown windows and whether building water riser shutdowns require landlord-approved notice periods.
    • Name who will secure plumbing permits and schedule inspections with the authority having jurisdiction (AHJ).

    Sprinkler and Fire Alarm System Modifications

    • Indicate whether NFPA 13 (sprinkler) or NFPA 72 (fire alarm) deviations are required from the building standard and provide the fire protection engineer's memo. Options: Deviations required, No deviations, TBD - engineer to advise
    • Call out ceiling areas that require sprinkler drops or concealed heads due to ceiling types shown on the reflected ceiling plan (RCP).
    • Share the existing fire alarm panel model and available connectivity options and attach the device schedule for initiating and notification devices. Options: Panel details attached, Panel details required, Not applicable
    • Will an owner acceptance test and AHJ-witnessed commissioning be required for fire systems sign-off? Options: Yes - AHJ witness required, Owner-only acceptance, TBD
    • Detail required spare heads, detection device spare counts, and panel spare capacity per local code or tenant contract.

    Ceiling Grid and Acoustic Tile Installation

    • Describe the ceiling grid type, tile noise reduction coefficient (NRC), and required access panel locations as shown on the reflected ceiling plan.
    • Do your ceiling plans require seismic bracing, cloud supports, or special suspension hardware because of sprinkler piping or heavy fixtures? Options: Yes, No, Consult structural
    • Point to required tile finish, edge detail, and manufacturer warranty length to maintain the building finish standards.
    • Estimate number of ceiling tiles to be replaced versus installed new from the permit reflected ceiling plan. Options: Replace majority, Install majority new, Mixed - provide quantities
    • Designate the approver for ceiling mock-up and specify the preferred mock-up location.

    Millwork and Built-In Cabinetry Installation

    • Attach approved millwork shop drawings and finish schedules including veneer species, stain codes, and hardware models. Options: Attached, Pending, N/A
    • What measurable acceptance criteria will confirm millwork installation is acceptable (for example: dimensional tolerances in mm, veneer color match to approved sample, hardware operation, and mock-up sign-off process)?
    • Report lead times for custom millwork items and any long-lead hardware that will affect installation sequencing.
    • Clarify who will perform field measures for millwork verification and who signs the field measure report.
    • Describe acceptable touch-up and repair methods if veneer or laminate surfaces are damaged during installation.

    Flooring Installation (Carpet, Tile, Resilient, Wood)

    • Submit the flooring finish schedule with manufacturer, product code, and installation method for each area to validate warranty requirements.
    • How will you validate flooring acceptance on completion (for example: floor flatness F-number tolerances, grout joint width tolerance, carpet seam appearance criteria, and manufacturer field inspection reports)?
    • Flag any areas requiring substrate remediation such as self-leveling underlayment or moisture mitigation before new floor covering installation.
    • Verify transitions, thresholds, and HVAC clearances are shown on the finish plan for doorways and tenant boundaries. Options: All shown, Missing details - needs coordination, TBD
    • Calculate square footage per flooring type from the finish schedule and note any phasing constraints for partial occupancy.

    Painting, Wall Coverings, and Finish Touch-Up

    • Submit paint and wallcovering schedules with sheen, color codes, and mock-up location for review against client brand standards.
    • Explain required surface preparation standards (for example: ICRI concrete repair standards, drywall joint prep Level 4/5) that affect paint or wallcovering adhesion.
    • Note whether VOC limits or green certification requirements (LEED, WELL) apply to paints, primers, and adhesives. Options: VOC limits required, No limits, TBD
    • Clarify who will supply approved vendor samples for wallcoverings and who will maintain the mock-up sample board on site.
    • What objective acceptance criteria will be used for paint and wallcovering final receipt (for example: adhesion test results, visual tolerance at 10-foot viewing distance, no bleed at trim, and signed mock-up approval)?

    Furniture Delivery, Installation, and Power Connections

    • Upload the FF&E delivery schedule and identify preferred delivery windows and staging locations in the building.
    • Explain required power and data connections at furniture bases including power pole versus underfloor raceway routing per the electrical layout.
    • Please indicate whether IT and AV trim-out connections are included in this scope or if the IT subcontractor will handle final terminations. Options: Included in this scope, Handled by IT subcontractor, TBD
    • Outline power testing, labeling, and tenant training requirements for powered furniture and who will certify outlet labeling.
    • Give an estimated number of furniture power drops and indicate whether benching power will use floor boxes, power pole, or modular raceway. Options: Floor boxes, Power pole, Modular raceway, Mixed
  4. Mutual Commit

    Finalize commercial terms, GMP or pricing approach, contract modules, and the buyer and seller responsibilities required to commence work.

    Agreement Modules

    • Master Services Agreement (MSA)
    • Statement of Work (SOW)
    • Pricing Exhibit / GMP Amendment
    • Project Schedule Exhibit
    • Payment Schedule & Billing Terms
    • Buyer-Seller Responsibilities Matrix
    • Conditions Precedent & Notice to Proceed
    • Insurance, Bonds & Indemnity Documentation
    • Change Order Agreement & Time Impact Protocol
    • Key Personnel & Subcontractor Approval
    • Acceptance Criteria & Final Handover
    • Lien Waivers & Release on Payment
    • Warranty & Post-Completion Service Agreement
  5. Construction

    Operationalize construction with readiness checks, execution, and formal acceptance.

    1. Pre-Construction Readiness

      Lock access windows, elevator and loading logistics, permit statuses, utility shutdown plans, after-hours work rules, and named site owners before mobilization.

      Pre-Deployment Questions

      Environment and site access

      • Is the physical site and lease space for mobilization confirmed? (This confirms where deliveries and staging will occur.) Options: Yes — site & floor locked, Partially — site confirmed but floor/space TBD, No — site details not finalized
      • Are the site's access windows for day and after-hours work finalized? (So we can plan noisy work and crew shifts.) Options: Yes — access windows locked, Limited — after-hours only, No — access windows under negotiation
      • Are elevator (including service elevator) and loading-dock reservations required and approved for initial mobilization? (This lets us schedule large equipment and material deliveries.) Options: All reservations approved, Reservations required but pending, No reservations required or available, Unknown — need building ops confirmation

      Permits and utilities

      • What is the current status of required permits (structural, electrical, mechanical, fire)? Options: All required permits issued, Some permits issued — others pending, No permits issued yet, Permits not required for the scope
      • If any permits are pending, list the permit type(s) and the expected issue date(s) so we can align mobilization.
      • Are planned utility shutdowns (power, IT, HVAC, water) required and scheduled for demolition or tie-ins? Options: No shutdowns required, Yes — shutdowns scheduled and approved, Yes — shutdowns required but schedule pending, Shutdowns required — buyer or landlord to coordinate

      People and ownership

      • Who is the buyer's on-site owner responsible for access approvals and building coordination? (Provide name and role — this will be the on-site escalation contact.)
      • Who is the seller's mobilization lead (superintendent or site manager) assigned to this project?
      • Which building-side contacts are assigned for mobilization coordination? Select all that apply. Options: Building engineer assigned, Building management / property manager assigned, Landlord representative assigned, Security/access administrator assigned, Loading dock coordinator assigned, Not assigned yet

      Timing and constraints

      • Are there documented after-hours, noise, or floor-occupancy constraints that will limit noisy activities or require mitigation? (Choose the readiness state so we can sequence noisy work.) Options: Constraints documented and accepted, Constraints documented but approval pending, No noisy work allowed, Constraints unknown — need building confirmation
    2. Construction Execution

      Coordinate the phased build with a shared Gantt, daily progress reporting, superintendent and PM assignments, and escalation paths to meet the lease commencement date.

    3. Punchlist & Final Acceptance

      Complete punchlist items, inspections, permit closeouts, and the buyer's sign-offs; acceptance triggers final billing and handover.

      Checklist items

      • Compile and issue final punchlist
      • Complete all punchlist items
      • Conduct final walkthrough with the buyer and obtain written acceptance
      • Schedule and pass final inspections by the authority having jurisdiction (AHJ)
      • Obtain final permit closeout documentation
      • Verify life-safety systems commissioning and sign-off
      • Confirm utility re-energization with lockout/tagout (LOTO) verification
      • Deliver as-built drawings, O&M manuals, and warranty documentation to the buyer
      • Collect final lien waivers and unconditional releases from subcontractors and suppliers
      • Submit final invoice and contract closeout package
      • Establish warranty and post-handover issue channel and schedule warranty review
  6. Success

    Confirm move-in readiness, capture lessons learned, and maintain a shared channel for warranty issues and enhancements between the buyer and the seller.

    Success Reviews

    • Go-Live Health Check (Week 1-4)
    • First Outcomes Review (Weeks 4-10)
    • Warranty and Lessons Learned Review (60-120 days post-handover)
    • Quarterly Operational Review (Ongoing cadence)

    Issues & Enhancements

    • If persistent adjacent-occupancy impacts exist, schedule a focused remediation working session and define its scope.
    • Confirm the shared warranty handling workflow and SLA expectations documented in Mutual Commit are operational.
    • Document at least three lessons learned to include in future scopes and preconstruction planning.
    • Publish the prioritized warranty remediation plan with owners, target resolution dates, and verification steps.
    • Update the project workspace's warranty channel settings and escalation contacts.
    • Capture lessons learned into the Construction Scope template for future projects and circulate to both teams.
    • Operational performance versus schedule
    • Ensure schedule adherence remains acceptable and that any remaining slips have agreed mitigations and dates.
    • Agree the prioritized list of warranty and enhancement items for the next quarter with owners and acceptance criteria.
    • Confirm the ongoing meeting cadence and handoff process for long-term warranty support.
    • Publish the quarterly prioritized work plan for warranty and enhancements with owners and target completion windows.
    • Update the shared Gantt with agreed mitigations and milestone dates and distribute to stakeholders.
    • Re-confirm acceptance criteria and owners
    • All critical move-in blockers are identified, prioritized, and assigned owners with target due dates.
    • Mobilization checklist items from Pre-Construction Readiness are marked complete or have a remediation plan.
    • Agreement on cadence and owners for the next measurement meeting.
    • Publish the short remediation plan for critical move-in issues with owners and target dates.
    • Update the shared site-access and elevator window schedule in the project workspace to reflect actual move-in slots.
    • Buyer to confirm initial occupant feedback channel for reporting urgent defects.
    • Present first outcomes data
    • Determine whether schedule variance to the lease commencement date is within acceptable tolerance or requires a recovery plan.
    • Agree containment or remediation actions for budget variance and who will deliver the cost impact detail.
    • Set a punchlist closure target and owners to meet Construction Scope acceptance conditions.
    • Publish a documented recovery schedule showing critical-path activities and required mitigation windows.
    • Deliver an itemized cost variance report tied to Mutual Commit pricing terms with recommended resolution steps.
    • Assign owners and due dates for each remaining punchlist item and add them to the shared tracking board.
    • Warranty ticket backlog and trends
    • Reduce recurring warranty issues by agreeing permanent fixes and assigning owners with timelines.
    • Mobilization and move-in validation
    • Root-cause analysis of repeat defects
    • Root-cause diagnosis for variances
    • Warranty and enhancement backlog prioritization
    • Punchlist and inspection review
    • Early occupancy observations
    • Open risk and adjacent-occupancy impact review
    • Lessons learned and process changes
    • Short sync and meeting cadence check
    • Formalize warranty channel and escalation
    • Agree corrective actions and timeline
    • Immediate issues triage
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