Transparency
What We Do For Your Board
At Progressive, we believe a great HOA Board deserves a management partner who handles the details so you can focus on the big picture.
Here’s a look at what that partnership includes. For the full legal language, view our complete management agreement.
Physical management
6 servicesWe keep your community looking and running its best.
Common element maintenance
We make sure shared spaces like landscaping, pools, and clubhouses get the upkeep they need, using trusted vendors and staying within your approved budget.
Vendor management
We’re the go-between for your Board and your vendors, handling work orders, approving expenses, and paying invoices so nothing falls through the cracks.
Bids and proposals
For bigger projects, we get you multiple competitive quotes before any major spending decision.
Project coordination
On larger jobs, we help manage construction or remodeling work from start to finish.
Vendor insurance and licensure
Before any vendor sets foot on your property, we confirm they’re properly licensed and insured, protecting your community from unnecessary risk.
Physical management
Site reviews
Our team regularly walks the property to spot rule violations and takes appropriate action to address them.
Administrative management
9 servicesGood governance starts with good organization, and that’s where we shine.
Notices
We help distribute meeting notices and proxies to your owners on the Board’s behalf.
Association records
We keep your ownership records and financial history organized and secure for years, exactly as the law requires.
Records inspection
When an owner wants to see the books, we make that easy and above board.
Correspondence
We review and respond to community mail and keep sensitive legal communications carefully protected.
Architectural administration
We collect and route architectural change requests to your review committee or Board.
Insurance
We help track your community’s coverage and coordinate with your Board and insurance specialists to keep it current.
Insurance claims project coordination
If you ever need to file a claim, we manage the process from filing to final repair.
Administrative management
Office hours and afterhours emergency line
Someone’s available during business hours, plus a 24/7 emergency line for true crises like fires, gas leaks, or major water damage.
Administrative management
Meetings
We send a representative to your Board meetings, take detailed minutes, and prepare a full meeting packet in advance so everyone comes prepared.
Fiscal management
9 servicesYour community’s finances deserve careful, consistent attention, and that’s exactly what we provide.
Assessment collections
We bill your owners, send friendly reminders, and keep accurate records of what’s been paid.
Policies for enforcing assessment services
We follow your Board’s approved collection policy consistently and fairly, including required legal notices when needed.
Budget preparation and approval
We help build your annual budget and distribute it to owners on the schedule state law requires.
Association accounts
We keep your funds safely separated from other communities’ money and pay your regular expenses on time.
Association expenses
We quickly handle small or emergency costs so your community never loses power, water, or safety services while waiting on a Board vote.
Utilities, taxes, and other contracted services
We make sure your regular bills get paid automatically and on time, every time.
Tax return, review, and audit preparation
When tax season comes around, we hand your accountant everything they need.
Reserve study
We schedule and coordinate the periodic study that helps your Board plan responsibly for your community’s future.
Fiscal management
Financial statements
Every month, we give your Board a clear, complete picture of where your money stands.
Working with your owners
1 serviceInformation processing
When a home in your community goes up for sale, we provide buyers, sellers, and escrow companies with the official documents California law requires, keeping the transaction moving smoothly.
Going above and beyond
5 servicesWe stand behind our work.
Performance guarantees
The services we’ve promised come backed by real accountability, built right into your management fee.
Employment of personnel
If your community has on-site staff like maintenance or janitorial workers, we help hire, manage, and process payroll for them.
Disclosure
We’re always upfront about any business relationships we have with vendors or partners, so your Board can make fully informed decisions.
Community onboarding
When you join us, we work hard behind the scenes to transition your vendors and records smoothly, with minimal disruption to your owners.
Community offboarding
Should you ever choose to part ways, we’ll hand over every record and file to your new management team promptly and professionally.
Worth knowing
What We Don’t Do
Because every community and situation is different, there are a handful of areas that stay outside our scope — either because they’re better handled by specialists, or because they legally belong to the Board or the homeowner.
Repairs and maintenance inside individual homes are the homeowner’s responsibility (though we’re happy to help coordinate and bill for it if asked).
We don’t mediate personal disputes between owners, tenants, or between an owner and the Board.
We’re not responsible for theft or damage to personal belongings unless it’s due to our own mistake.
Providing security systems or guards isn’t something we handle — that decision stays with your Board.
Because we’re an independent partner rather than an employee, the ultimate fiduciary and legal responsibility for the Association always remains with your Board.
We’re transparent about these boundaries because we want your Board to know exactly what to expect, and where to expect it, from day one.
This is an overview summarizing the services described in Section 5 of our Association Management Agreement. Please request a free, no-commitment copy of our full agreement for the precise commitments.
Get an instant free, no-commitment pdf of our standard contract.
