Project & Construction Advisory
Planning Through Completioninfo@stoneoakadvisorygroup.com

Project & Construction Advisory

Project Management. Construction Management.

Full Project Management and Construction Management from start to finish, at any phase, or through selected services. Our scope includes planning, bid procurement, material procurement, budgets, schedules, fund control, payment requests and closeout, tailored to your project.

ProjectsProject management
ConstructionConstruction management
BudgetsCost tracking
43 statesOur starting area

Our Core Services

Two core services. One coordinated approach.

Project Management and Construction Management are our two core services. Together, they bring the planning, procurement, coordination, budget control and completion services below into one management offering. Engage us from start to finish, at any project phase, or for selected services based on your needs.

Project Management

Keep your project team, schedule and decisions organized from planning through completion. Follow responsibilities, progress updates and approvals in one clear plan.

  • Project responsibilities and decisions
  • Meetings and follow-up actions
  • Progress updates for the owner
Explore Project Management

Construction Management

Coordinate construction meetings, progress updates, budget changes and decisions for you as the owner. Your contractor remains responsible for the building work.

  • Construction meetings and updates
  • Budget and schedule reporting
  • Open issues and owner approvals
Explore Construction Management

We confirm the work and availability before we begin. Your contractor, architect, engineer and other qualified people remain responsible for their construction, design, inspection and technical duties.

Included Management Services

What our core services include.

The services below form part of our Project Management and Construction Management offering. They are included within the agreed scope of our core services. Choose full management from start to finish, a specific project phase, or selected services tailored to your needs. We can join at any stage.

Preconstruction planning

Bring the planned work, budget and schedule together before construction starts. Identify the questions and information needed to prepare for the next stage.

Bid & material procurement

Coordinate bid procurement and material procurement, including bid packages, contractor and supplier comparisons, purchase approvals, ordering and delivery tracking.

Fund Control Management

Track the budget, invoices and payment-request paperwork. Follow approval status with the capital provider or other company handling your funds.

Construction payment requests

Organize each request for project funds, including invoices and supporting records. Keep track of missing documents and the review status.

Budget & change management

Understand how requested changes and approved costs affect your budget. Track the money set aside for unexpected costs and your team’s updated estimates.

Completion & handover

Bring remaining work, warranties, handover documents and deadlines into a clear plan for completion and the start of operations.

Owner’s Representation

Keep your priorities at the center of the project. Coordinate the team, clarify responsibilities, track decisions and receive clear updates through full project representation or focused help during a specific phase.

Feasibility & Development Planning

Test the project plan before major commitments. Coordinate site information, development requirements, preliminary costs, timing and key assumptions so you can identify constraints and choose a practical path forward.

Design & Engineering Coordination

Keep design information aligned with the project plan. Coordinate architects, engineers and consultants, track owner decisions and design milestones, and bring unresolved interfaces and constructability questions to the right people.

Permitting & Utility Coordination

Keep approvals and utility requirements visible. Coordinate application information, agency and provider communications, review comments and connection milestones so the project team understands what is required and when.

Cost Estimating & Value Engineering

Build a clearer view of project costs and alternatives. Develop planning estimates, compare contractor and supplier input, and evaluate options for cost, performance, maintenance and schedule before decisions are made.

Contract Administration

Keep project agreements connected to daily execution. Track required deliverables, notices, records, insurance documentation and approval steps, and help the team follow the responsibilities and deadlines established for the work.

Quality Oversight & Inspection Coordination

Keep quality requirements and corrective work visible. Coordinate inspection and testing milestones, track reported deficiencies and follow up with contractors and specialists so unresolved items receive clear ownership and attention.

Risk & Issue Management

Identify what could disrupt the project and act on current problems. Maintain clear risk and issue records, assign responsibilities and track mitigation, decisions and escalation as project conditions change.

Document Control, RFIs & Submittals

Help the team work from current information. Organize drawings, specifications, requests for information and submittals, track review status and distribute decisions so records and responsibilities remain clear throughout the project.

Project Takeover & Recovery

Bring structure to a project that needs a new direction. Review current status, reconnect the team and develop a practical recovery plan for stalled work, incomplete information, missed milestones or a management transition.

Project Management

Coordinate the full project, from first plans to final handover.

Project Management brings the owner’s goals, project team, scope, budget, schedule and decisions into one coordinated plan. We manage the development lifecycle from feasibility and early planning through design, procurement, construction and completion. The services below are part of that management offering and are coordinated within the agreed project scope.

Engage us for full management from start to finish, bring us in at any project phase, or select the services your project needs. We establish responsibilities, reporting and approval procedures before work begins, then follow progress and open decisions with your team. Your contractor, designers and other specialists remain responsible for their assigned work.

Included services

How the engagement works

What we need
Your goals, team contacts, plans, contracts, current budget, schedule and decisions that need attention.
What you receive
A clear list of responsibilities, meeting notes, decisions, follow-up actions and regular project updates.
How we work
Agree on the work, update schedule, who approves decisions and when we can begin.

Construction Management

Coordinate construction from preparation through completion.

Construction Management brings construction readiness, contractor coordination, procurement, progress reporting, costs and completion into one management process. We coordinate the building stage with your contractor and consultants, keeping the owner informed as work progresses. The services below are integrated into the agreed construction scope, with responsibilities matched to the project’s current phase.

We can manage the full construction phase, join work already underway, or provide selected services alongside your existing team. Before starting, we agree on meetings, reporting, site visits and decision authority. The contractor remains responsible for construction execution, and qualified professionals retain their design, inspection and technical responsibilities.

Included services

How the engagement works

What we need
The construction schedule, contractor updates, current budget records, requested changes and open issues.
What you receive
Construction meeting notes, progress updates, schedule tracking and a list of issues needing a decision.
How we work
Agree on meetings, site visits, reporting and the decisions reserved for you and your contractor.

Choose the right help

Agree on the work before we begin.

You may need Project Management across several stages or Construction Management while work is underway. You can also ask about a specific need, such as comparing contractors, organizing payment requests or preparing for completion.

Before starting, we agree on what we will do, the reports you will receive, any site visits, the fees and who makes each decision. You and your project team keep the responsibilities assigned to you.

Project stage
Planning, preparation for construction, active work or completion.
Immediate need
The decision, missing information or coordination issue you want help with.
Work included
The meetings, records, updates, site visits and help from your team included in our agreement.

Start a Conversation

What needs to move next?

Tell us where the project stands and what needs attention. We’ll discuss how full management, a specific phase, or selected services can take your project forward.