Five things boards ask us for, and one answer each.
Association management
Full-service management for condominiums and HOAs. One credentialed manager who knows the property, answers the phone, and stays with the account.
- 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 declaration requires, what the board may decide alone, what needs an owner vote, and what belongs on the record.
- Meeting preparation and agenda review
- Motion and resolution drafting
- 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
| Stage | What happens | Typical duration | Deliverable |
|---|---|---|---|
| 1 · Read-in | We read the documents, the study and three years of minutes. | 1 to 2 weeks | Conflict register |
| 2 · Sit-down | A working session with the full board, in person or remote. | 90 minutes | Written recommendation |
| 3 · On the record | Motions drafted, minutes reviewed, follow-ups assigned. | 1 meeting cycle | Resolution packet |
| 4 · Ongoing | Management engagement or standing advisory retainer. | Ongoing | Agreement |