Phone Appointment

Booking Form

Book your phone appointment by filling out this form!

Phone appointment slots are 15 minutes in length. Appointments can be requested within up to 14 days of today's date. If you have any questions, feel free to contact us!

First Name:
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Email Address:
Street Address:
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Appointment Date:
Choose your appointment date and time

All phone appointment slots are scheduled for 15 minutes, ensuring that you receive thorough and individualized attention. Appointments can be requested up to 14 days in advance from the current date. Should you have any questions or require further assistance, our team is readily available to help. You can contact us via phone, email, or through our website’s contact form. We look forward to providing you with excellent service and care!

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Full Pricing Breakdown

Exhibit A: Fees and Payment Terms

  1. Base Rate

1.1 Annual Base Rate: The base rate for the Consultant’s services is $1,800 annually ($150 per month).

1.2 Included Services:

  • Attendance at 2 meetings annually, either in person or virtually.
  • An annual financial forecast model with 2 revisions per calendar year.
  • An annual financial report with 3-year historical data.
  • An annual lifecycle model with on-going revisions.
  • Hourly Assistance (Credit System):
    • Included Credits: The annual base rate includes 120 credits, equivalent to 2 hours of consulting time.
    • Usage: Clients may use these credits for phone consultations or virtual meetings, which will be rounded up to the nearest minute.
    • Tracking: Consultant will track the usage of credits and provide a statement to the Client detailing the remaining balance when applicable.
    • Renewal: Credits are deemed payable either on the contract anniversary date or when all 120 credits have been used, whichever comes first. Additional credits beyond the included 120 will be billed at the hourly rate of $100.00 hour.
  1. Incentive Discounts
  • Disqualification: All Discounts do not survive any contract termination or non-signing renewal periods.

2.1 Long-Term Engagement Discounts:

  • Commitment Discount: Clients who commit to a long-term engagement receive significant discounts on services.
  • Discount Tiers:
    • 12-Month Commitment: Base contracted term.
    • Exceeding 12-Months: Clients committing to a longer term receive a 5% discount for each additional 12 months, or annum, beyond the base contracted term. Term discount shall not exceed 15% (48-month term).
  1. Additional Services

3.1 Hourly Rate: For services not covered under the primary scope of work, Consultant will charge an hourly rate of $100.00 per hour. This includes, but is not limited to, special projects, extended analyses, and additional consulting sessions.

3.2 Project-Based Fees: For defined projects, a fixed fee will be agreed upon based on the project scope. Typical projects include:

  • Budget Forecasting, Analysis, and Historical:
    • Initial Consultation: Included in base contract
    • Data Collection and Analysis: Included in base contract
    • Report Preparation: Included in base contract
    • Final Presentation and Recommendations: Included in base contract
    • Revisions, Amendments, and Adaptations: Included in base contract or Hourly rate
  • Operational Efficiency Review: Hourly rate or Project-Based Fee
    • Initial Assessment and Interviews
    • Process Mapping and Analysis
    • Improvement Plan Development
    • Implementation Support
  • Condominium Policy and Procedure Development: Hourly rate or Project-Based Fee
    • Needs Assessment
    • Policy Drafting
    • Review and Revisions
    • Final Implementation and Training
  • Board Training and Development: Hourly rate or Project-Based Fee
    • Training Needs Assessment
    • Custom Training Program Development
    • Training Sessions
    • Follow-up and Support
  • Community Engagement Initiatives: Hourly rate or Project-Based Fee
    • Stakeholder Analysis
    • Community Surveys and Feedback Collection
    • Development of Engagement Strategies
    • Implementation and Monitoring
  • Crisis Management Planning: Hourly rate or Project-Based Fee
    • Risk Assessment
    • Crisis Response Plan Development
    • Crisis Simulation and Training
    • Post-Crisis Review and Adjustments
  • Technology Integration: Hourly rate or Project-Based Fee
    • Assessment of Current Systems
    • Recommendation of New Technologies
    • Implementation Support
    • Training and Support
  • Environmental Sustainability Planning: Hourly rate or Project-Based Fee
    • Sustainability Assessment
    • Development of Green Initiatives
    • Implementation and Monitoring
    • Reporting and Certification Assistance
  • Vendor Management and Contract Negotiation: Hourly rate or Project-Based Fee
    • Vendor Analysis and Selection
    • Contract Review and Negotiation
    • Ongoing Vendor Performance Management

3.3 Revisions: Any revisions requested by the Client will be charged at the hourly rate, unless otherwise agreed upon. The Consultant will provide an estimate of the time required for revisions prior to commencing the work.

  1. Payment Terms

4.1 Invoicing: Consultant will invoice Client annually unless all 120 Credits have been used or a Project-Based Fee has been agreed to be charged. Payment is due within 30 days of the invoice date.

4.2 Late or Delinquent Payments: Late payments will incur interest charges at a rate of 3% per month.

4.3 Payment Methods: Payments can be made via check, bank transfer, or e-transfer.

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