Investors and financial institutions spend enormous amounts of money each year on development investment opportunities. Intersect is extremely well-versed at protecting those investments by serving as their representative on development and joint venture projects.

As the Investor’s field representative, Intersect will engage in construction status and understand issues and associated resolutions, report on schedule and budget status, track monthly work-in-place, etc. It’s Intersect’s responsibility to get into the details for the client, so whether it’s tracking milestone status or evaluating the acceptable use of contingency, Intersect will provide full support and protection to the client. The monthly deliverable is the issuance of a clear monthly report that details all areas of project status and risk.

SAMPLE TABLE OF CONTENTS

I. STATUS SUMMARY

1. 1. 10,000 Foot Monthly Update
   2. Current Issues Update
   3. Risk Summary

II. SCHEDULE

1. 1. Analysis
   2. Overall Construction Schedule Update
   3. Milestone Update
   4. Delay Summary
   5. 4-Week Look Ahead
   6. Updated Contractor CPM Schedule

III. BUDGET

1. 1. Analysis
   2. Actuals vs. Projected
   3. Sources vs. Uses
   4. GC Contract Allowances
   5. Contingency Update
   6. Contingency Tracking Logs
   7. Updated Cash Flow

IV. MONTHLY PHOTO DOCUMENTATION

V. APPENDIX

1. 1. Meeting Minutes
   2. Other