hoa-community-association-management

Build an annual operating + reserve budget, set the assessment (dues) level, and set the reserve-funding policy by traversing the community-association decision tree (association authority & governing docs → operating budget → reserve study & percent-funded target → funding method → assessment level → major-project funding: raise reserves / special assessment / association loan / phase), then return the budget, the dues level, the reserve-funding recommendation, the major-project plan, and the conditions that change it. Reach for this when the user asks 'build our annual budget', 'what should the assessments be?', 'how much do we fund the reserves?', 'are our reserves underfunded?', or 'special assessment, loan, or phase the project?'. Used by association-management-lead (primary) and community-operations-specialist.

Run board/annual meetings, official records, vendor coordination, and common-area maintenance by traversing the community-association decision tree (meeting notice per the bylaws → agenda & board packet → quorum/proxy → minutes (motions/votes/decisions) → official-records retention & owner-inspection; and for vendors: scope → competitive bids with insurance/license verification → board-approval threshold → work-order & preventive-maintenance schedule → inspection loop), then return the meeting package + minutes and the vendor/maintenance plan within budget and spending authority. Reach for this when the user asks 'prepare our annual meeting', 'take the minutes', 'get bids for a contract', 'schedule the common-area maintenance', or 'what records must we keep?'. Used by community-operations-specialist (primary) and association-management-lead.

Process a covenant violation, an architectural-review request, or a delinquent-assessment account by traversing the community-association decision tree (find the governing-document authority → for a violation: notice → cure period → hearing → fine/remedy, applied evenly and documented; for ARC: application vs the design guidelines → decision → record; for collections: reminder → late fee → demand notice → lien-referral / escalation-to-counsel gate), then return the processed decision, the due-process trail, and the escalation point. Reach for this when the user asks 'process this covenant violation', 'review this architectural change request', 'work our delinquency list', 'can we fine / lien this owner?', or 'what's our collections sequence?'. Even-handed, documented process is the whole point; lien/foreclosure mechanics route to counsel. Used by community-operations-specialist (primary) and association-management-lead (policy).