HOA Board Advisory Services

Many HOA boards must oversee construction projects without technical experience.

Mason CMI provides advisory support to boards and construction committees. Services include: 

1. Project Strategy Consulting

We don’t just manage tasks; we architect the path to completion. Our consulting services focus on aligning your business goals with the realities of the current construction market.

  • Delivery Method Selection: We help you choose between Design-Bid-Build, CM at Risk, or Integrated Project Delivery (IPD) based on your risk tolerance and timeline.

  • Phasing & Logistics: For occupied renovations or tight urban sites, we develop “site-specific” strategies to minimize disruption to your ongoing operations.

  • Risk Mitigation: Identifying long-lead items (like electrical switchgear or HVAC units) early to prevent schedule “bottlenecks.”

Contractor Proposal Review

A low bid is not always the best bid. We provide a “leveling” process to ensure you are comparing apples to apples.

  • Scope Gap Analysis: We cross-reference proposals against the construction documents to ensure no critical items (like waterproofing or site cleanup) were excluded.

  • Qualification Verification: We vet the contractor’s safety record, bonding capacity, and relevant experience with similar project types.

  • Exclusion & Clarification Scrutiny: We translate “fine print” into plain English so you understand exactly what is—and isn’t—included in the price.

Budget Analysis & Control

Cost overruns are usually the result of poor tracking, not just bad luck. Our budget analysis is proactive, not reactive.

  • Conceptual Estimating: Providing accurate cost modeling during the design phase to prevent “sticker shock” during the bidding phase.

  • Value Engineering (VE): Identifying alternative materials or methods that maintain the design intent while reducing the overall cost.

  • Contingency Management: We track how “unforeseen conditions” impact your bottom line, ensuring that your emergency funds are used strategically.

Construction Meeting Participation

We serve as your eyes and ears on-site, ensuring that the owner’s interests are represented at every milestone.

  • Owner-Architect-Contractor (OAC) Meetings: We lead these sessions to resolve conflicts, track RFI (Request for Information) turnaround times, and keep the project moving.

  • Schedule Accountability: We review the “Look-Ahead” schedules provided by contractors to ensure they are meeting their committed dates.

  • Quality Oversight: If work doesn’t meet the specified standards, we address it immediately in the field before it becomes a permanent (and expensive) mistake.

Ongoing Project Reporting

Information is only useful if it’s clear and timely. We provide high-level visibility for stakeholders through structured reporting.

  • Monthly Executive Summaries: A “dashboard” view of the budget, schedule, and safety metrics for board-level review.

  • Photo Documentation: Regular visual updates of site progress to track milestones and verify pay applications.

  • Change Order Logs: Total transparency on every dollar added or subtracted from the contract, including the “why” behind every adjustment.

This service allows boards to make informed decisions while maintaining oversight.