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Owner-Side Assurance Services

Independent oversight across planning, execution, and closeout—helping owners, boards, and capital partners make confident, defensible decisions.

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Services categories 

Capital Project Assurance

Choose a category to explore engagement options and add-on modules.

Program & Portfolio Management

Choose a category to explore engagement options and add-on modules.

Business & Delivery Enablement

Choose a category to explore engagement options and add-on modules.

Capital Project Assurance

Project Health Check (Fixed Fee)

Best for: When something feels off, visibility is low, or you need an objective baseline quickly.

What you receive:

  • Executive Findings Memo (verified / unsupported / inconsistent signals)
  • Controls Scorecard + Risk Heat Map
  • Stabilization Roadmap (30/60/90 days)
Oversight Retainer (Monthly)

Best for: Owners, boards, or capital partners who want continuous assurance without staffing a full internal team.

What you receive:

  • Executive Assurance Dashboard (weekly/biweekly/monthly cadence)
  • Exceptions Log for payments and changes
  • Decision Log with deadlines + escalation protocol
  • Schedule & Progress Integrity Brief
Closeout Shield (Fixed Fee or short retainer)

Best for: Projects approaching turnover where closeout documentation, warranty readiness, and final releases must be controlled.

What you receive:

  • Closeout Shield Index (received / missing items)
  • Warranty & Operations Readiness Pack
  • Final Release Readiness Memo

Engage ASPEXE at any stage—from planning through closeout.

Support Modules

Add these modules to any engagement.

Funding Readiness – forecast how much is needed, when, and how it should be sourced and scheduled

Schedule & Progress Integrity – credibility checks and early warning delay drivers

Payment Integrity Review – pay application structure, backup completeness, allowance/retainage logic, exception tracking

Integration Blueprint – define what must connect, what must stay segmented, and how decisions and information flow without oversharing

Change Discipline – entitlement signals, documentation completeness, pricing logic clarity

Closeout Documentation Control – turnover tracking, warranty readiness, and release conditions alignment

Technology-Enabled Delivery

Faster review cycles

ASPEXE uses AI-assisted review and analytics to improve consistency and speed—while maintaining professional judgment and clear accountability.

Clearer traceability

More consistent reporting

Project Types

Portfolio & Capital Programs
Commercial Renovations & Improvements
Capital Renovations & Restorations

Multi-project oversight across properties—standardized reporting, funding planning, controls discipline, and closeout readiness.

Tenant improvements, repositioning, and multi-vendor capital improvements across office, retail, hospitality, and mixed-use assets.

Single- and multi-family capital work, restoration, recertification-driven scopes, building envelope upgrades, life-safety improvements, and major renovations.

Program & Portfolio Management

Program-level governance and integration for complex initiatives and multi-workstream delivery.

Program Launch & Governance Setup (Fixed Fee)

Steering cadence, roles, decision rights, escalation paths, and reporting pack.

Portfolio Control Tower (Monthly Retainer)

Prioritization, dependency visibility, risk signals, and executive decision dashboards.

Integration Blueprint Workshop (Signature / Fixed Fee)

Map interfaces, handoffs, and what stays segmented so delivery stays coordinated without oversharing.

Capabilities

  • Program Governance & Operating Cadence — steering rhythm, decision rights, escalation paths
  • Portfolio Prioritization & Roadmapping — sequencing, dependencies, funding alignment
  • Requirements & Scope Definition — elicitation, acceptance criteria, baseline alignment
  • Integration Blueprint (Signature) — what must connect, what stays segmented, and controlled information flow
  • Executive Reporting & Decision Systems — dashboards, decision logs, action tracking, traceability.

Business & Delivery Enablement

Delivery systems that improve consistency, accountability, and operational clarity.

PMO Setup / Optimization Sprint (Fixed Fee)

Lightweight standards, templates, meeting cadence, and KPI reporting.

Risk & Controls Framework (Fixed Fee)

Risk ownership, control points, approvals, and governance that prevents drift.

AI-Enabled Reporting & Automation (Project-based)

AI-assisted intake, exception flagging, and executive summaries—human-reviewed and accountable.

Capabilities
  • PMO Setup / Optimization — lightweight standards, templates, cadence
  • Risk Management Framework — early-warning signals, mitigation ownership
  • Change Management Integration — adoption and control for initiative delivery
  • Process Standardization & Controls — repeatable workflows and reporting packs
  • Interface & Handoff Governance — role clarity, RACI, controlled distribution (no oversharing).

Request a Consultation

Share your project stage and current concerns. ASPEXE will recommend the right engagement path and scope.

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