Whether you’re building a new home, renovating a commercial property, or embarking on a facilities expansion for your non-profit institution, HELM is here to help guide you through the planning and construction process. We will act as your representative, and advise you (or your organization) through the process of selecting an integrated project team, which could include the architect, builder, engineers, and consultants. We'll keep your project organized so that everyone on the team knows what to expect in terms of schedule, budget, responsibilities, communications and meetings.

It's often said that there are at least 10,000 decisions that need to be made when you build, and we can help ensure that the client, builder, architect, consultants and subcontractors are all working together as a team towards a common goal. We'll coordinate and facilitate weekly or bi-weekly meetings with the team so that everyone has the information they need to keep the project moving forward on schedule and on budget. HELM can help you to navigate local and state permitting (including Act 250 in Vermont), offer assistance in fulfilling state energy efficiency requirements for cash incentives, and coordinate high performance third party building certifications like LEED, Passive House, Net Zero and Living Building Challenge.

As the owner’s representative, our goal is to ensure that each member of your team collaborates in a manner that serves the owner’s overall interest. We can also help to facilitate inclusive decision-making processes amongst the owners, whether you are a couple building your first home, or on a Board of Directors tasked with overseeing the capital expansion of a local non-profit organization.

Our proactive approach encourages designers, contractors and suppliers to work together to achieve your quality, cost and schedule objectives. We strive for positive working relationships among the project team members, facilitating timely resolution of the problems and conflicts that are common in the design and construction process.

During the Pre-Construction phase, we can help you select an architect and/or a general contractor, define project scope, set up a project schedule, coordinate the permitting administration, provide overall budget management, and make sure key decisions are made on time.

During the Construction phase, we will continue to facilitate communication amongst the team, review invoices and change orders as they come in, recognize and resolve problems and conflicts, and coordinate the punchlist and project close-out.

Through efficient management and coordination, we have a proven track record of helping our clients reduce costs without sacrificing construction quality. We will help you keep track of your overall project budget, review invoices from subcontractors, and make sure that contracts and deliverables are met. The scope and duties of Owner Representation is tailored to fit each individual project and your needs.

Services offered as Owner’s Representative

  • Architect and Builder selection
  • Coordination between Architect, Builder, Consultants and Owner
  • Project Pre-Mortem (Kick-off Meetings)
  • Value engineering during design
  • Constructability reviews
  • Pre-construction planning
  • Design and construction schedules
  • Work scope development
  • Bid and bidder evaluation
  • Pre-construction coordination between trades
  • Accurate payment documentation
  • Budget management
  • Change order review and management
  • Payment review and approval
  • Punch list development and resolution
  • Contract closeout

“Working with Kate Stephenson and HELM has been an incredibly worthwhile investment. Simply put, we could not have accomplished what we have without HELM’s services and expertise. Kate is highly efficient, knowledgeable and organized. From the permitting process to the construction management phase, she was adept at keeping our facilities committee on task and communicating with the myriad players involved in a major construction project. I couldn’t recommend HELM more highly!"

-Chip Darmstadt, Executive Director, North Branch Nature Center (Montpelier, VT)