Owner’s Representative Services
An owner’s representative is the person who looks after your interests on a property project: someone on your side of the table rather than the contractor’s. Process Planning takes that role for commercial and residential properties and rental units in Palm Beach County: defining the scope, gathering and comparing bids, reviewing specifications, coordinating vendors on site, tracking the budget, and confirming the work is actually finished before it is signed off.
What it covers
Represented from scope through close-out
Scope and requirements
Your intentions for the property written down as clear, reviewable requirements before vendors are contacted or money is committed.
Vendor selection
Contractors and service providers sourced, estimates requested on identical scope, and proposals compared side by side so the decision is yours to make.
Specifications and submittals
Equipment and component specifications reviewed against the documented scope, drawing on years of HVAC specification and submittal work.
Schedule and site coordination
Access, sequencing, and vendor scheduling handled so trades are not tripping over each other and the work keeps moving.
Budget and change tracking
Costs, invoices, and change requests tracked against the original figures, with variances raised while they are still small.
Close-out and records
Completion confirmed on site, punch items followed through, and warranties, invoices, and documentation organized for your files.
Who it suits
When an owner’s rep earns their keep
Representation is worth having whenever the volume of decisions, paperwork, or site visits is larger than the time you have for them.
- Owners renovating a residence or rental unit from out of town
- Landlords managing turnover, repairs, or capital work across several units
- Owners preparing a property for sale who need repairs and inspections sequenced
- Anyone holding a contractor bid they would rather not evaluate alone
Why Process Planning for this role
Dianne Tammany spent sixteen years at Gil-Bar Industries as Project Manager and Executive Assistant to the President, coordinating with clients, vendors, engineers, contractors, and manufacturers on job specifications, submittals, budgets, and order execution, including detailed HVAC component orders and specification review. Since 2020 that same discipline has gone into daily operations for multiple commercial and residential properties and rental units: requirements defined, estimates reviewed, services scheduled, progress monitored, completion confirmed.