HOA Cost Management, Budget & Reserve Service


*Software and Service*

I would like to help anyone who is on an Home Owners Association Board of Directors with their Cash Flow and financial management problems and questions. Moreover, anyone who lives in a community, governed by an HOA is invited to make inquiries as well. A little information about me . . .

2007-9	Mill Site Townhomes Association I, Secretary 1 and President for 1 year	Arnold, CA
2007	Mill Site Owners Association, Vice President	Arnold, CA
2000-4	Christine Manor Civic Association, Secretary 1 & President for 4 years	Newark, DE
1963-02	For more background see this	The East

Item	Price
Configure Excel Files with Client's Specific HOA Information	free
Add Available HOA Input Data from Client to Excel Files	free
Establish an Individual Asset "Replacement Cost"	$5.00
Establish an Individual Asset Years of "Useful Life"	$5.00
Develop Required 30-year Dues Projection (first pass)	$20.00
Completed, Customized Budget, Model & Graphic	$50.00
An Annual Budget, Model & Graphic Update	$50.00
General HOA Consultation	Quote


The best way to get started is to email me, Fred Arbogast, at . . . bauto@greytrek.com. Let me know your situation and needs. I'll study your inquiry and reply to your email with my comments and perhaps a proposal and quote. Here is a list of information that you will need to send:

Home Owners Association Name	Financial Plan Year	Number of Association Members
Operating Income Categories & $s	Operating Expense Categories &$s	Cash in Bank on Jan. 1st of Plan Year
Estimate of Accrued Annual Interest	List Each Asset Name & Description	List Size or Number of Each Asset
% of Each Asset Being Replaced	Replacement Cost of Each Asset	"Useful Life" for Each Asset
"Remaining Life" for Each Asset	% Escalation	Current Monthly Dues
Any Special Assessments	Minimum Bank Balance Requirements	Accrued Interest Rate
HOA State	Federal Income Tax Bracket	State Income Tax Bracket

You will have most of this information with the possible exception of "Replacement Cost" and "Useful Life". I may need to fill in the blanks, but at a slight charge. I would also recommend that you permit me to develop the Dues Projection, but you can do this yourself and save the cost if I were to do it. Note that I'll be able to update your Cash Flow calculations annually if you so desire. Also, I will be glad to quote on any other HOA issue, so just ask. Sincerely, Fred Arbogast

HOA Cost Management
Seeking Veracity	greytrek.com	bauto@greytrek.com