If your association is facing inspections, repairs, or reserve requirements, this page is designed to help you understand the planning process — before making decisions. Community Association Managers (CAMs) and association advisors often use this page as a shared orientation tool when guiding boards through these discussions.

This is not a sales page.
It is a starting point for boards that need clarity.

Boards — often working alongside their CAMs and professional advisors — typically arrive here when they are trying to understand:

• What is driving the funding discussion

• How milestone inspections affect planning

• Whether existing reserves are sufficient

• How decisions are sequenced responsibly

• When financing becomes part of the conversation

Not every association will need financing. Many benefit from orientation and planning alone.

Early orientation helps boards reduce stress, preserve flexibility, and communicate more clearly with owners.

These resources are designed to support informed board discussions and to give CAMs and association advisors a common planning reference point.

Educational Resources (English)

• A High-Level Funding Orientation Guide (PDF)

• What Happens After the Milestone Inspection
  (PDF)

Recursos en Español (Spanish Resources)

• Guía de Orientación de Alto Nivel sobre Financiamiento (PDF)
• Qué Sucede Después de la Inspección de Hito (PDF)