For boards
Volunteers handed a building and a budget. We sit on your side of the table. Now let's accomplish your goals.
Boards are volunteers handed a building and a budget, and the vendors, the bids, and the projects land on volunteer time. TruPoint sits on the board's side of the table: we find out what is wrong, write the scope, run the bids, and watch the work, so the board decides with the facts in hand and the next board can pick up where this one left off. Self-managed or with a manager, coming off developer control or decades in, every board starts the same way: the free Initial Property Review reads the study and the hot button items before the meeting, presents what fits at the meeting, and puts it in writing.
What the board keeps
- The study, the plan, the scope, the bid file, and the closeout, in a form the next board and the next manager can pick up cold.
- The record SF 1750 asks the association to keep for six years, built as the bid runs.
- The Transparency Pledge, made to every board we serve.
What fits your community
- A reserve study three or more years old, or a project the study should have priced: Reserve Study Plus, the study and the Action Plan from one walk.
- A reserve study and no plan for the next three years: the Action Plan.
- One project that keeps getting pushed: Consulting on the problem area, by the hour with a cap.
- A contract over $50,000 on the 2027 calendar: Scope Build, Bid Processing, and Project Oversight, quoted after the free review.
Where the money comes from
- Reserve planning is paid from the reserves it plans. The study and the Action Plan are what the treasurer takes to the budget.
- The project fee rides with the project it manages.
- Where the reserves will not cover the job, consulting finds the money: city programs such as a Housing Improvement Area, association loans, and what each asks of the board.
Start the free review
Send us the information and let's meet up. The review happens at your board meeting, and a person reads every message.
Put us on your next agenda for fifteen minutes.
Bring the board's hardest question. We answer it at your meeting, and the review is free.