Overview of Our HOA Budgeting Services
Developing common interest subdivisions in California is a complicated process. One of the complications is the requirement to create a homeowners association to oversee the maintenance and management of the common areas and amenities.
The financial cost of this management is structured through a proposed Budget, which is reviewed and approved by the California Department of Real Estate (DRE). This Proposed Budget must be prepared as accurately and as thoroughly as possible; it must be used during the first year of operation of the Homeowners Association.
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How Our HOA Budgeting Services Work
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How Our HOA Budgeting Services Work
- Coordinate Phasing program
- Prepare DRE-required budget documentation
- Work with Developer and Engineer to determine take offs
- Facilitate flexible phasing programs such as “Range of Assessments” or “Large Increment” Budgeting programs for DRE approval
HOA RESOURCES
How We Provide Superior Service
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All In-House
As part of our mission to provide exceptional service, we only utilize in-house resources to provide our services for clients. Each member of our staff endeavors to demonstrate ethical, accurate service in every decision and client interaction.
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Industry Experience
For over 20 years, California Builder Services has offered comprehensive budget and financial analysis to California homeowner associations and land developers. Our professionals are well-versed in the DRE requirements and processes, providing expert reporting and accurate results for each of our clients.
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Faster Turnarounds
Timely reporting is vital for our clients, providing them with the knowledge they need to act decisively and prudently. Our experienced professionals are dedicated to providing solution-focused guidance so our clients are successful.
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Sally Budget Analyst
Need a proposal?
We've been told we have the quickest proposal turnaround time in the industry.