Service 05 / Preconstruction & Capital Planning

Plan the investment. Keep the facility running.

Make the most of your construction and improvement budgets. We help owners plan projects, prioritize facility needs, and turn fiscal year funding into coordinated improvements to infrastructure, safety, and operations.

One Project or a Property Portfolio

Practical planning for owners, facility leaders, and commercial project teams. Defined deliverables, with ongoing updates when needed.

Two Ways to Plan Ahead

From the next project to the next fiscal year.

Before Construction

Preconstruction & Project Planning

Turn an initial need into a defined scope, realistic budget, and coordinated path to construction.

Clarify project objectives, existing conditions, and operational constraints.
Develop planning budgets, alternatives, contingencies, and cost assumptions.
Coordinate design and constructability reviews with the project team.
Plan milestones, procurement, long-lead items, and construction phases.
Support bid comparisons, scope alignment, and the handoff to delivery.

For Facilities & Properties

Capital Project & Fiscal Year Improvement Planning

Build an actionable plan for maintaining reliable facilities while improving the systems and spaces people depend on.

Organize infrastructure needs, deferred improvements, and maintenance concerns.
Prioritize projects by condition, safety, operational impact, and available budget.
Develop annual and multiyear capital plans aligned with fiscal year funding.
Package and phase work around occupancy, shutdowns, and facility operations.
Track budgets, approvals, progress, and upcoming decisions as the plan evolves.

How We Set Priorities

Fund the right work at the right time.

We work with ownership and facility teams to agree on the criteria, distinguish immediate needs from future improvements, and document the tradeoffs behind each recommendation.

Safety & Reliability

Identify needs that affect safe use, critical systems, and the dependable operation of the facility.

Operational Impact

Consider occupancy, business continuity, service interruptions, and the consequences of postponing work.

Budget & Lifecycle Value

Compare repair, replacement, and phased options using planning costs, operating impacts, and stated assumptions.

Timing & Dependencies

Align fiscal year funding, long-lead equipment, enabling work, and available shutdown windows.

Condition & Readiness

Review available condition information, maintenance history, design needs, and what must be resolved before procurement.

Progress & Forecasts

Track approvals, commitments, spending, milestones, and changes so priorities can be adjusted as conditions evolve.

What You Receive

A plan you can fund, follow, and update.

Each engagement defines the facilities, planning horizon, level of detail, and review cadence. The work can support a single upcoming project, an annual budget cycle, or a continuing capital improvement program.

Prioritized Improvement RegisterFacility needs, agreed priorities, supporting rationale, responsible parties, and next actions.
Fiscal Year & Multiyear Capital PlanProposed projects sequenced against funding targets, budget allowances, dependencies, and operational needs.
Project Scopes & Budget AssumptionsClear project briefs, planning costs, options, contingencies, and items needing further investigation or design.
Phasing & Disruption PlanWork windows, access needs, shutdown coordination, occupant communication, and steps to reduce avoidable interruptions.
Budget & Progress TrackerA current view of approved budgets, commitments, spending, forecasts, milestones, and decisions for owner review.

Start a Conversation

Put the next capital dollar to work.

Tell us about your facilities, upcoming projects, fiscal year priorities, and the operational challenges your plan needs to address.

Discuss your project