What We Deliver
Heilbronner Agency Management delivers services all along the real estate development path that facilitates the work of design and construction teams. This makes for a more streamlined, efficient and cost-effective collaboration by everyone, as one actor represents the entire development team to agencies and outside entities.
Our agency management team:
- Shares documents with all team members throughout the project according to the owner’s instructions.
- Stores documents on a secure server for the owner’s direct access at any time.
- Tracks the progress of all agency applications, fees, accounting and deadlines.
- Collaborates with the development team to make project schedule adjustments mandated by agency interactions.
- Works with the development team to procure resources that resolve all the requirements of various agencies.
- Maintains communication with agencies to keep development entities informed and aware.
Browse each brief section below to see how our team’s work shows up in each phase of your real estate development project.
Discovery/Schematic Phase
In the initial stages of your real estate development project, the Heilbronner team works with you, the owner, and your development team to research all possible agency requirements. We then help you outline an approach to satisfying these findings.
- Site and Zoning Analysis
- Agencies that will be involved
- Processes to secure approvals
- Agency regulations/fees
- Related reference material
- Proposed project schedule
- Executive summary
Design Phase
The design phase of your project is really where Heilbronner’s services begin to shine. We handle all the back-and-forth between your design team and the various agencies to ensure the work satisfies their requirements, including gathering feedback from preliminary reviews to facilitate any needed changes.
- Collaboration with design team and involved agencies
- Facilitating refinements to the project schedule
- Handling submittal requirements and required agency approvals
Entitlements
Obtaining entitlements for land use approvals is complicated in our highly regulated society. This step is crucial, and our experienced team has the agency relationships and knowledge to make this process go as smoothly as possible.
- Constant coordination between our design team and the agencies’ design review teams
- Creating formal land use approval submissions
- Communicating solutions for agency requirements to all stakeholders
- Tracking and managing agency submittals, plan-review comments, approvals, fees and schedules for the project
- Creating formal submittals to necessary utility agencies
- Assisting with public outreach efforts to neighbors and neighborhood groups/associations
Construction Documents
Your real estate development project’s construction documents must be kept accurate and up to date for compliance and effective project management. We work with your design team and development team to ensure all entitlement requirements, conditions of approval, utility applications, permit applications and other compliance documentation are recorded, stored, and tracked accurately. Our team also tracks the progress of every application and negotiates costs and process fees where possible.
Permitting
Various permitting agencies all have steps to fulfilling their requirements and their own processes. The Heilbronner team knows these processes and how to expedite permitting through sound relationships and efficient submissions and tracking.
- Assisting with completing application requirements
- Communicating agency comments to design team
- Facilitating and tracking fee payments to agencies
- Maintaining version control of documents to ensure proper use by all parties involved in the project
- Collaborating with utilities to develop and execute contracts for their engineering and construction
Construction
Our agency management work doesn’t end when construction begins. Many aspects of your development must be synchronized to facilitate a smooth construction process. Heilbronner, Inc. can offer professional project management services to ensure your project adheres to its budget, timeline and all regulatory requirements.
- Collaborate with design team, construction team and related agencies to ensure compliance
- Preparing and submitting permit amendments for design changes during construction
- Collaborate with utilities and construction team to ensure synchronized construction of utilities
- Provide document control support to development team to help resolve any conflicts during construction
Post-Construction
Wrapping up your development project correctly is just as important as getting everything right in the beginning. Heilbronner Agency Management can help with all final documentation and close-outs; since we’ve managed your documentation all this time, who better to accomplish this process smoothly?
- Assist construction team with completing close-out documents required by related agencies
- Close out all agency applications and help facilitate issuance of final Certificate of Occupancy
- Close out accounting, including release of performance and material bonds
- Final documentation transfer to the owner
- Collaboration with the owner to ensure all project requirements are completed and any extended operations are handled appropriately
Got Questions?
Our array of agency management and project management services is vast, and you are sure to have questions. We welcome your inquiries and look forward to explaining more about how we can help bring your real estate development project to a successful completion. Complete the contact form and a team member from Heilbronner Agency Management will be in touch soon.