Role & Authority
Performed the HOA’s only reserve study prior to the 2026 Reserve Advisors study — a one-time engagement completed in 2014. Referenced in reserve-study-findings and vendor-contracts as the prior reserve study vendor; the 2014 study was cited repeatedly (2019–2025 board packets) as badly out of date, ultimately prompting the Board to commission the 2026 Reserve Advisors study.
Current Members / Status (as of 2026-07-15)
Former — one-time engagement only. Waldman also submitted a competing proposal for the 2026 reserve study (alongside Reserve Advisors and Building Reserves) but was not selected — Reserve Advisors was chosen at $2,200 (per minutes-2026-01-14).
Related Topics
reserve-study-findings, vendor-contracts, hoa-annual-finances
Meeting History
- 2014: Original reserve study completed (recommended figure cited in board-packet-2019-10-10 and board-packet-2019-11-14 as $7,535 target reserve contribution).
- 2025-10-30: Board noted the reserve study had not been updated since 2014 — minutes-2025-10-30.
- 2026-01-14: Waldman’s competing 2026 reserve study proposal not selected; Reserve Advisors chosen instead — minutes-2026-01-14, board-packet-2026-01-15.
Open Questions
None — the firm’s role was fully superseded by reserve-advisors in 2026.