CM/GC’s are expected to be interviewed, researched and vetted and if done so in a professional manner nothing is off limits. You’re trying to gather as much information as possible to help make an intelligent decision.
Owner’s Reps have checklists that helps organize and profile the most qualified CM/GC to assist the owner in awarding the project. All this takes time especially if you’re interviewing multiple candidates. But also remember if this process is done professionally upfront, the owner hopefully will learn to appreciate the due diligence especially when the project starts having challenges.
For Prequal, the informal approach works efficiently for first cut. Invite a presentation with their marketing material including a Prequal form such as AIA Prequal Form. These meetings are to get acquainted with experience and capacity. Next cut is a formal Prequal format for the viable contractors. At this cut they are affirmed that it is worth their effort for the likelihood of making the short list.
Ask any and as many questions that are RELEVENT to the project. Relevancy is key and asking too much or irrelevant questions can raise concerns that affect responses. These all create a burden that may drive away potential good GCs that interpret this as the start of a difficult owner relationship or that the potential project isn’t worth the investment. On requesting financial statements, confidentiality is key and this may be best requested last after trust and relevancy is established.
Owner’s Representatives assist clients in determining the balance between protecting the owner and unreasonably burdening the GC.
Some typical questions asked: