Practice areas
Whatever the board asks of us, we deliver.
These are the areas boards bring to us most often. They are where we start, not where we stop.
Association management
From consulting to full-service management for condominiums and HOAs. Credentialed professionals who know the industry and are readily accessible.
- Board and owner communication
- Vendor management and bid oversight
- Property inspections and work orders
- Meeting packets, minutes and records
- Covenant and rule enforcement
Board advisory
Support on the questions that carry fiduciary weight: what the governing documents require, what the board may decide alone, what needs an owner vote, and what belongs on the record.
- Meeting preparation and agenda review
- Parliamentary guidance, and a parliamentarian at meetings on request
- Minutes drafting and review
- Executive session support
- Board orientation and training
Governing documents
Experts at understanding and enforcing association governing documents. A full read of the declaration, bylaws, articles and rules, with inconsistencies written down so the board can take them to counsel.
- Document review and conflict register
- Consistent rule enforcement
- Amendment support with the association attorney
- Owner-facing plain-language summaries
Reserve and budget review
An independent second read of the reserve study and the budget that funds it, so the board knows what it is actually deferring.
- Reserve study review
- Funding plan stress test
- Assessment and special assessment modelling
- Audit and financial statement review
Strategic planning and capital projects
Where the association is going over the next five years, and who is running the work when it starts. Planning, procurement and project management for capital work.
- Multi-year strategic plans
- Capital project scoping and bidding
- Project management through closeout
- Vendor selection and performance review
- Developer turnover support
Grounded platform onboarding
Your community set up on Grounded, our community management platform. Your governing documents become its rule set, your records are imported, and your staff and board are trained.
- Rule set built from your governing documents
- Records import and verification
- Staff and board training
- Full data export whenever the board asks
Learn about Grounded
Strategic planning and capital projects
From the first scope to the last warranty filing.
We run capital work for the board from start to finish. Scroll through the four phases, or select one, to see what each one covers.
ScopeBid and RFPExecutionCloseout
Phase 1
Developing the scope
Before anyone bids, the board agrees on what the project has to accomplish, what it should cost and when it can happen.
Deliverable: Scope of workCondition reviewSite visits, the reserve study and recent inspections tell us what actually needs the work.
Scope of work and specificationsWritten so every contractor prices the same job, with the engineer where one is needed.
Budget and fundingA budget range tied to the reserve plan, so the board knows how the work is paid for.
Schedule and owner impactTiming, access, parking and noise worked out before the first bid goes out.
Phase 2
Bidding and the RFP
A request for proposal that gets comparable bids from qualified contractors, and a recommendation the board can defend.
Deliverable: Bid comparison and recommendationCreating the RFPScope, specifications, insurance and bonding requirements, schedule and the form every bid must follow.
Prequalifying contractorsLicense, insurance, references and capacity checked before a contractor is invited.
Pre-bid walk and questionsOne site walk, with every answer shared with every bidder in writing.
Bid levelingBids compared line by line, gaps and exclusions flagged, and a written recommendation to the board.
Phase 3
Project execution
From signed contract to substantial completion, the contractor is held to the scope, the schedule and the price.
Deliverable: Milestone reportsContract executionContract terms reviewed against the RFP, with the association attorney where needed, before anyone signs.
Coordinating mobilizationStaging, access, permits and owner notices in place before the crew arrives.
Milestone meetingsRegular meetings with the contractor and engineer, with written minutes and open items.
Contractor accountabilityProgress tracked against the schedule, change orders reviewed before approval, payments tied to verified work.
Phase 4
Closeout
The project is not finished when the crew leaves. It is finished when the association has everything it needs on file.
Deliverable: Closeout binderFinal inspectionsWalk-throughs with the engineer and the contractor, and a punch list worked to completion.
Bond releasesPerformance and payment bonds released only once the work and the lien waivers are complete.
Warranty filingsManufacturer and contractor warranties registered, with expiration dates on the calendar.
Closeout detailAs-built drawings, final lien waivers, permits and photos filed in the association record.
Credentialed by the profession
Steven Levin, Managing Principal
Bring us the decision you are stuck on.
A first conversation runs 45 minutes and costs nothing. Come with your questions.
Our guidance reflects industry best practices and our professional experience. It is not legal advice. See our professional services disclaimer.
