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Retail Construction

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Created on August 30, 2023

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Oswego Town Square - Lake Oswego, OR
Construction Services
SVP, Retail Construction
Art Papaceno

JLL has a track record of opening stores on time and within budget, and we have expedited grand openings, ensuring rents commenced sooner.

Our professionals have unmatched planning, design and construction expertise, and can effectively coordinate all construction activities in support of management & leasing function during these critical phases.

Project close-out phase

Construction phase

Design/approval phase

Pre-lease execution phase

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What we do

JLL Property Management Construction Services has the experience to effectively manage all project phases for landlord and tenant work:

JLL Property Management

Project close-out phase

Construction phase

Design/ approval phase

Pre-leaseexecution phase

Construction Services

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JLL Property Management

SF of Halcyon

550k

All on-going construction work for the project, following the grand opening, awarded to JLL
Tenant spaces delivered
Total cost of the project

Awarded

43

$370M

Alpharetta, Georgia Client: RocaPoint Partners A mixed-use asset Delivered Fall 2019

Tenant construction management

Tenant coordination

Construction project management

Halcyon case study

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Art Papaceno SVP, Retail Construction art.papaceno@jll.com

To learn more:

Landlord Work

Tenant Scope

Obtain from tenant required Tenant Improvement Allowance paperwork as outlined in the lease. Verify the documents and submit to landlord.

Obtain project close-out manual containing as-built drawings, warranty certificates, manuals for owner provided equipment, at a minimum.

Obtain architect’s certification.

Project close-out phase

Tenant coordination
  • Coordinated tenant’s designs & utility requirements with core/shell designs
  • Ensured tenant’s plans were submitted to owner’s representative for review and approval
  • Ensured tenant’s landlord-approved plans were submitted to appropriate government departments & agencies, including Department of Health if necessary, for municipal approvals
  • Guided tenant through liquor license process, if required based on use
  • Held Construction Kickoff meetings with tenant & tenant’s contractor prior to the start of construction
  • Ensured tenant’s contractor had appropriate insurance coverages, paid applicable fees/deposits, and was familiar with & accepting of the Tenant Construction Rules & Regulations
  • Obtained closeout documentation including, but not limited to: as-builts, warranties, O&M manuals
  • Obtained reviewed the Tenant Improvement Allowance (TIA) documentation as identified in the lease
  • Submitted TIA package to owner for processing & reimbursement upon receipt of all required documentation

Conduct on-site inspections to ensure conformance to plans and specifications, as well as reviewing job site conditions.

Obtain all necessary inspections and certifications for opening.

Both Tenant and Landlord

Acting as agent for owner, prepare and execute contracts for the project.

Function as the point of contact for Tenant and their contractor to resolve any base building coordination issues.

Assist and monitor Tenant with inspection approvals and track the issuance of necessary permitting to facilitate the opening date.

Track Tenant progress vs. projected opening schedule.

In partnership with design pros generate a project punch list and manage to completion.

In partnership with design pros, review and process all pay applications. All apps must have appropriate lien waivers and supporting documentation.

Evaluate proposed change orders to ensure necessity and within budget. Locate root cause of CO to determine if there is opportunity for reimbursement.

Landlord

Tenant

Monitor and ensure all contractor RFI’s are addressed in a timely fashion to prevent any delays with the project.

Ensure Tenant’s contractors have appropriate COI’s and licenses. Review site construction rules and regulations with Tenant and their contractor.

Monitor the project schedule and adjust where necessary. Keeping ownership advised of key milestones and critical path items.

Construction phase

Acting as agent for owner, prepare and execute contracts for the project.

Coordinate Tenant drawings/utilities with base building drawings.

Ensure and track the progress of Tenant’s plans through appropriate jurisdictions and departments, including health department, if necessary.

Verify Tenant plans are submitted to appropriate consultant for design criteria review.

Review and level all responses to the RFP. After interviews, recommend a contractor to complete the project.

Prepare RFP for the project.

Verify the ROM pricing and confirm any additions to the scope of work that effect the ROM estimates.

Landlord

Tenant

Review construction documents to ensure they represent the scope of work accurately.

Verify Tenant has retained qualified design professionals and is maintaining a schedule conforming to the overall schedule for build-out and opening.

Solicit proposals and prequalify design professionals necessary to complete the project.

Design/approval phase

Tenant construction management
  • Served as liaison between tenant/tenant contractor & Core/Shell design/construction team to resolve coordination issues with Core/Shell construction
  • Tracked tenant design, permitting, & construction progress against projected Grand Opening schedule
  • Assisted and monitored tenant with inspection approvals
Construction project management
  • Reviewed LOI’s & lease language to provide guidance on construction related issues
  • Provided Rough Order of Magnitude pricing estimates & project durations for any Landlord Work not already covered as part of the Core/Shell construction
  • Reviewed core/shell design documents and tenant-specific “white box” designs to ensure the scope of work, as determined in the lease, was captured accurately
  • Managed the RFP process for any tenant-specific work not being performed as part of core/shell construction
  • Included bid-leveling and recommendations to Owner for contract award
  • Prepared contracts for Owner’s review & signature
  • Monitored construction progress (both core/shell and tenant-specific Landlord Work) against lease milestones & deadlines and Grand Opening Schedule; and reported to Ownership accordingly
  • Evaluated change orders proposed as part of tenant-specific Landlord Work and made recommendations to Owner
  • Conducted site inspections to ensure conformance to plans and safe jobsite conditions
  • Partnered with design professional to review & process pay applications; ensuring all relevant lien waivers & supporting documentation were included in the application package
  • Managed & documented the official Delivery of Premises to Tenant upon completion of the Landlord Work

Landlord

Tenant

Review and comment on proposed delivery schedules.

Provide Rough Order of Magnitude (ROM) pricing estimates.

Review LOIs and lease language to provide guidance on construction-related issues.

Pre-lease execution phase