WHAT YOU RECEIVE
The findings, property records, and evidence in one package.
The Property Baseline brings available history, observed conditions, and supported follow-up into a coordinated package. Your team can review the finding, trace its evidence, and see what remains unknown or needs a decision.
For multi-unit HOA properties and HOA communities of single-family homes, the core package includes three reports, a supporting Excel workbook, and an organized evidence folder. Together, they cover the 12 core components of our assessment and planning service.
One property record your team can work from.
Board members, managing agents, and executive leaders bring different responsibilities to the same property. The package gives everyone a common reference: a summary for the decisions ahead, the background behind those decisions, and a practical plan for following through.
You can start with the assessment report, look up an asset’s history in the Property Knowledge Record, and use the stewardship plan and workbook to organize the next steps. References connect findings with the photographs and documents that support them.
1. Property Assessment and Decision Report
Start here to understand where the property stands.
This is the main report for reviewing the findings and preparing for a discussion. It brings the overall picture and the underlying concerns together, so your team can see what needs attention and why.
What’s inside
- Executive Property Summary: the overall condition, major concerns, priorities, and recommended next steps.
- Property Condition Assessment: observed conditions of the evaluated assets, including deterioration, deficiencies, and areas that could not be verified.
- Risk, Criticality, and Property Health Assessment: which assets matter most to the community, the significance of identified concerns, and supported ratings where enough information is available.
- Board Decision Brief and Findings Review: the priorities and decisions requiring attention, with an ASG review to walk your team through the findings and answer questions.
2. Property Knowledge Record — PKR
Keep the property’s background within reach.
The PKR brings together what is known about the property and its assets. It gives your team a place to check previous work, documented responsibilities, and care requirements, while preserving that knowledge for the people who take on responsibility next.
What’s inside
- Property Knowledge Record: the property background and an organized record of the buildings, systems, assets, and materials covered by the assessment.
- Maintenance and Repair History Summary: documented maintenance, repairs, and replacements, with gaps in the available history identified.
- Maintenance Responsibility Summary: documented responsibilities for maintaining the evaluated assets and items that still need clarification.
- Warranty and Product Care Summary: available warranties, product care instructions, and associated maintenance requirements.
3. Property Stewardship Plan — PSP
Turn the findings into a plan your team can use.
The PSP organizes what should happen next. It helps your team weigh immediate needs alongside ongoing maintenance and longer-term asset needs, with a clear basis for planning discussions.
What’s inside
- Property Stewardship Plan: recommended actions, priorities, proposed timing, maintenance needs, and further investigation where needed.
- Budget and Reserve Planning Alignment: identified asset needs and recommended work organized to support operating budget and reserve planning discussions.
The plan explains the recommended direction. The supporting workbook gives your team a place to record assignments, decisions, and progress.
4. Supporting Registers and Action Workbook — Excel
Find the details and keep track of the follow-through.
The workbook is the working companion to the reports. Your team can search and filter the entries, locate supporting records, and track the actions that remain open.
What’s inside
- Evidence and Document Register: an index connecting findings with the photographs, documents, and records that support them.
- Open Questions and Specialist Follow-Up Register: missing information, unresolved concerns, and items requiring further verification or specialist assessment.
- Supporting findings and action registers: detailed assessment entries, applicable calculations and risk inputs, recommended actions, assignees, and status fields.
5. Linked Evidence Folder
See what supports a finding.
The evidence folder holds the photographs and available property documents referenced throughout the package. It is organized so your team can move from a finding to the relevant source without searching through unrelated files.
What’s inside
- Evaluation photographs identified by asset or location.
- Available property records and documents used in the assessment.
- Source files linked through the evidence register and relevant findings.
The folder supports the three reports and workbook with the source material referenced in the findings.
How it all fits together
For example, a drainage concern appears in the assessment report with its condition and priority. The PKR provides the available maintenance history and documented responsibility. The PSP identifies the recommended next step and proposed timing. The workbook records the follow-up and status, and the evidence link opens the photograph or document behind the finding.
All 12 core components are included across this coordinated package. Each has a clear home, with references to supporting detail where needed.
Clear about what is known.
References help readers trace a finding to its support. Numerical ratings are included where the scope and evidence support them. Unknown conditions and items needing verification remain visible rather than receiving unsupported scores.
PDF and spreadsheet formats, evidence delivery, and access arrangements are agreed for each engagement.
Compare programs for your property.
Review the programs to see how the Property Baseline and optional Ongoing Stewardship are scoped.
