Core Package - Statutory Compliance Made Simple

TBA · One round of edits included · Additional changes billed at $150/hr

All Microsoft licensing is billed at the current published rates, either as an annual subscription paid in full or month-to-month, at the Association’s discretion. A valid form of payment must be provided at the time the Microsoft tenant is acquired and prior to the start of the build process.

*A custom domain is highly recommended but not mandatory. If a custom domain is not used, email addresses will include “.onmicrosoft” along with the user and community name. Custom domains must be purchased by the Association and renewed annually.

1. Onboarding & Setup

• Guided onboarding meeting

• Help completing our streamlined intake form
  
  

2. Microsoft 365 Tenant Setup

• Setup of 1 Microsoft 365 Business Premium tenant (license billed directly to the Association)

• One Global Admin account

• Email options:

  • Exchange accounts for manager & Board (requires additional licenses)

  • OR shared mailboxes and distribution group (free with limitations)

• Security settings applied across 365 Admin, Security Center, Intune & Purview
  
  

3. SharePoint Association Website

• Home Page – Customized with photos, colors, fonts

• Documents Page – Two document libraries:

  • Public files for owners, Board, and manager

  • Secure back-office directory with on-demand external sharing

• Management Page – Manager and/or Board layout

• Online Payments Page – Configurable with your payment merchant account

• Community Calendar Page – Display Board meetings and other community events
  
  

4. Training & Support

• Mini workshop with Board and Manager

• Step-by-step instructions for all user types

• SharePoint Sync setup on Manager’s computer and one Board device
  
  

One-Time Cost: TBA
​Includes setup, training, and one round of edits.
​Additional edits billed at $150/hr

Essential Add-On Features for a Complete Management Solution

Adding Copilot, Microsoft Forms, and the Automated Violation Letter Generator transforms your management platform into a truly comprehensive solution. With these powerful tools, you can provide instant answers to homeowners, streamline form submissions and approvals, and automate enforcement communications—all while reducing manual work and ensuring consistency. Together, they create a more professional, efficient, and responsive experience for boards and residents alike, making them essential enhancements for any community that values transparency and modern service delivery.

Copilot Community Knowledge Assistant

This add-on feature uses AI to instantly answer questions from homeowners by referencing your community’s own documents. It draws on governing documents, rules and regulations, founding documents, and other related materials to provide clear, accurate responses 24/7. Owners can ask about policies, procedures, or specific rules, and Copilot delivers easy-to-understand answers based on your official content.

One-Time Setup Fee: $TBA
*plus Microsoft license
​Includes setup, training,
​Additional edits billed at $150/hr

Simplify Requests, Approvals, and Feedback

Streamline everything from architectural alteration requests and clubhouse reservations to maintenance submissions, surveys, and suggestion forms. Microsoft Forms makes it easy to collect, organize, and track information securely and professionally. Customized forms help you engage residents, improve responsiveness, and document approvals effortlessly.

One-Time Setup Fee: $TBA per Form
​Includes setup, training,
​Additional edits billed at $150/hr

Quickly document and address violations with an efficient, modern process. Simply snap a photo with your phone or tablet, and the system automatically populates a violation notice using your customized template. From there, you can email the notice instantly or print and send it by USPS. This streamlined approach ensures clear communication, consistent documentation, and faster resolution—all with just a few clicks.

One-Time Setup Fee: $TBA
​Includes setup, training,
​Additional edits billed at $150/hr

Consistent, Hassle-Free Violation Management

Coming Soon!