Make smarter project decisions before the expensive work begins

Planning a commercial facility project can quickly become overwhelming—especially when construction is not your day job. Before you hire an architect, engineer, contractor or owner’s representative, you need a clear project plan and a practical way to evaluate your options.

AEC partner provides focused, owner-side support during the earliest stages of a project. Each service is designed to help you organize what you know, identify what needs to be decided and move forward with greater confidence.

You receive clear recommendations and professional, editable working documents—not a generic report that gets filed away.

Playbook Planning

Turn an early project ideas into a clear, actionable plan.

We give you the foundational documents you need to organize your project before engaging architects, engineers, contractors or other service providers.

We translate your goals, constraints, budget assumptions, timeline and known project requirements into a personalized playbook package your team can continue using throughout planning and procurement.

Your Playbook includes:

  • A polished project charter

  • A customizable budget planning workbook

  • A service provider hiring plan

  • Recommended project milestones

  • Key risks, assumptions and decisions to resolve

  • Guidance on who to hire, when to hire them and what they should help accomplish

All documents are delivered in native, editable formats so your team can update them as the project evolves.

Best for:

Organizations that have identified a potential project but need help turning the idea into a structured plan.

Pricing:

Starting at $495

Selection Toolkit

Run a professional selection process without starting from scratch.

Once you are ready to hire an architect, engineer, contractor, design-builder or other AEC partner, our Selection Toolkit gives you a clear process and customized materials for evaluating firms fairly and consistently.

Rather than relying on generic RFP templates or choosing a firm based primarily on reputation and price, you receive selection documents built around your project, priorities, risks and decision-making criteria.

Your Toolkit includes:

  • A customized request for proposals or qualifications

  • Project-specific evaluation criteria

  • A weighted proposal scorecard

  • Interview guidelines and questions

  • An interview evaluation form

  • A recommended procurement timeline

  • Guidance on comparing fees, teams, experience and proposed approaches

  • A final selection framework for documenting your decision

Every document is editable and ready for your team to issue, customize and use throughout the selection process.

Best for:

Owners who know what type of partner they need and want a more organized, defensible way to select the right firm.

Pricing:

Starting at $495

Fit Assessment

Get an independent perspective before selecting a project partner.

A strong proposal does not always mean a firm is the right fit for your project.

The Fit Assessment helps you evaluate potential architects, engineers, contractors, design-builders or other project partners based on the factors that are most likely to affect your project’s success.

We review the information you provided about your project and prospective firms, then identify strengths, gaps, risks, and questions that deserve closer attention before you make a commitment.

Your Assessment includes:

  • Recommended partner or delivery model

  • Project-specific fit criteria

  • Evaluation of relevant firm experience

  • Team and staffing considerations

  • Budget and fee observations

  • Proposal gaps or unclear assumptions

  • Potential risks and red flags

  • Follow-up questions for shortlisted firms

  • A side-by-side comparison of prospective partners

  • A clear final recommendation

The goal is not to choose the most impressive firm on paper. It is to identify the partner most capable of supporting your specific project, organization and decision-making needs.

Best for:

Owners comparing multiple firms, reviewing proposals or seeking an independent second opinion before making a final selection.

Pricing:

Starting at $1,500