.png)
Our Core Services
PMSI provides independent project and owner's representation services designed to protect the owner’s interests at every stage of a capital project. We work as a true extension of the owner’s team—bringing structure, accountability, and clarity to planning, design, construction, and closeout.
Due Diligence & Site Selection
PMSI supports owners during early project evaluation by managing the due diligence process when a property purchase is under consideration. Our role is to help owners assemble the right team, understand constraints, and evaluate risks before moving forward.
Services include:
-
Due diligence process coordination
-
Consultant selection and coordination
-
Review and interpretation of due diligence documents
-
Utility coordination and Utility Will Serve evaluations
-
Planning, zoning, and entitlement coordination support
-
Traffic and access considerations
Ideal for: Owners evaluating potential sites or considering a property purchase
Preconstruction & Design Management
Strong projects begin with disciplined planning. PMSI supports owners during early planning and design to ensure projects are grounded in realistic budgets, clear scope, and buildable documents.
Services include:
-
Program and scope development
-
Budgeting, estimating, and cost modeling
-
Schedule development and phasing strategies
-
Site selection and feasibility support
-
Entitlement and permitting coordination
-
Value engineering and constructability reviews
-
Contractor and delivery method selection support
Ideal for: owners seeking clarity before committing to construction.
Project Accounting & Financial Management
PMSI supports owners by managing project financials and schedule controls throughout the lifecycle of a project. Our role is to provide clear financial visibility, structured cost control, and proactive schedule management so owners can make informed decisions and maintain confidence in project performance.
Services include:
-
Budget development and ongoing budget monitoring
-
Lender and financing coordination support
-
Invoice and pay requisition review
-
Cost control and financial reporting
-
Cash Flow Analysis
-
Executive, development, and construction schedule review
-
Milestone and procurement schedule coordination
Ideal for: Owners who need clear financial visibility, structured cost control, and proactive schedule tracking throughout project delivery.
→ Learn More About Project Accounting & Financial Management
Construction Management
During construction, PMSI provides independent, on-the-ground oversight to ensure work aligns with the contract, schedule, and owner expectations.
Services include:
-
Coordinate the efforts of all project stakeholders
-
Provide a central point of contact
-
Review project schedules and track progress
-
Review contractor payment applications
-
Report project progress and challenges regularly to leadership
-
Conduct regular site visits
-
Represent the Client in meetings
-
Processing project-related invoices and paperwork
-
Maintain accurate project records and review contractor record documents
Ideal for: owners needing accountability, transparency, and control during construction.
Program & Portfolio Management
For owners managing multiple projects or long-term capital programs, PMSI provides consistent standards, centralized oversight, and executive-level visibility.
Services include:
-
Multi-site and multi-phase program oversight
-
Capital improvement program (CIP) management
-
Budget tracking across portfolios
-
Standardized reporting and dashboards
-
Risk identification and mitigation strategies
-
Participate in finance meetings and provide assistance to finance team in providing required due diligence items
-
Coordination across departments and stakeholders
Ideal for: school districts, municipalities, developers, and institutions with ongoing capital needs.
Project Closeout
Closeout is where owners realize the long-term value—or cost—of a project. PMSI ensures projects finish cleanly, completely, and ready for operation.
Services include:
-
Punch list coordination and verification
-
As-built drawings and documentation review
-
O&M manuals, warranties, and training coordination
-
Final inspections and acceptance support
-
Compliance documentation for public owners
-
Warranty period oversight
Ideal for: owners who want a smooth transition into operations with no loose ends.
True Independence
While PMSI maintains no contractual relationships with contractors or consultants, we work closely with trusted industry partners to support coordination and alignment—always in service of the owner’s goals.
Hands-On Principals
Our principals remain actively engaged throughout the project, providing experienced oversight, faster issue resolution, and direct accountability. Our top priority: allow Owners to maximize their investment and avoid unnecessary expenses.
Predictable Outcomes
PMSI reduces uncertainty, keeping projects on a reliable path from start to finish. We allow owners to focus on their core business knowing the project is being managed by professionals with their best interest in mind.
