Issue: Project Rationalization

Problem: Board was a victim of “scope creep” - when inflated scopes of work for capital projects on the property ultimately resulted in the issuance of a special assessment - and HOA dues being raised by 18% - both of which could have been avoided had the Board been competently advised.

Solution: The project rationalization model employed by McMills Duffy Consulting would have saved the HOA approximately $1.5M in unnecessary project costs, not to mention a special assessment and a significant dues increase for homeowners. McMills Duffy achieved a future cost avoidance of approximately 27% of HOA operating budget for 2025 FY.