Reserve Study Coordination
Monthly live tracking via Smart Properties — so the study stays useful, not just filed.
For condominium associations, HOAs, and co-ops across Connecticut that want clarity, continuity, and a true management partner — not just administrative coverage.
Clear, predictable rhythms — meeting notices that exceed state minimums, same-day acknowledgment, minutes signed within five days.
Budgets tied to real asset conditions. Reserve studies kept live, not filed away. Vendor scopes standardized so every bid is comparable.
Two people on every account. A dedicated transition team. Disciplined follow-through that turns plans into outcomes the board can see.
Full-service management for condo associations, HOAs, and co-ops — grounded in consistent communication, documented planning, and accountable execution.
Learn moreIn-house accounting, monthly financial packages by the 10th, variance analysis, and reserve planning so boards make decisions with real numbers.
Learn moreGovernance coaching, transition support, and long-term capital planning built into every engagement — not sold as an add-on.
Learn moreMonthly live tracking via Smart Properties — so the study stays useful, not just filed.
Risk-profile reviews, competitive quoting, and premium-reducing measures built into the standard relationship.
Doug's construction background informs every major project — scoped with standardized SOWs, managed end to end.
Consistent, documented, and framed as community protection — not policing. Reset at every community orientation.
An 87-step checklist developed with the Connecticut CEO Council. Boards don't chase records or vendors.
A small in-house team for situations where responsiveness matters most — optional, never required.
Every community gets two people: a community association manager and a dedicated assistant. Boards know more than one name. Coverage is seamless. Payroll is intentionally our largest line item.
Boards get the best-practice answer, not just the answer they want. Honest, expert guidance — even when it's uncomfortable — is the difference between governance and order-taking.
Communities that partner with us are the ones thinking in decades, not budget cycles. Reserves stay live. Capital projects are scoped properly. Insurance is reviewed as a strategic financial decision.
We're built for longevity and reputation, not exit. The team you meet today is the team that will be here in five years — accountable to boards through post-meeting surveys, not call queues.
From the first meet-and-greet forward, CPE establishes clear communication rhythms, documented plans, and defined responsibilities. Boards know what to expect, where things stand, and how decisions connect to long-term outcomes — reducing stress and constant firefighting.
"Execution without planning creates chaos. Planning without communication creates confusion. Communication without follow-through creates distrust." Doug Newman · President & CEO, CMCA
An HOA reserve study connects the physical condition of your community's assets to a long-term funding plan — and only works if it stays live.
Budget shortfalls don't announce themselves at convenient times. Here's how disciplined budgeting prevents surprises mid-year.
Transition anxiety is real — and unnecessary. Our 87-item checklist defines exactly what happens in the first 3, 15, 30, and 45 days.
If your community is ready for clearer communication, stronger planning, and dependable execution, we'd welcome a conversation. No pitch deck — just a candid discussion of where you are and where you'd like to be.