What We Do

Behind every district and organization is a team managing the details: meeting coordination, financial reporting, public records, vendor relationships, compliance, and more. Wisdom Management provides that support, thoughtfully and consistently, so boards can focus on leading their communities rather than managing the paperwork behind them.

Our services are organized across four core areas: Management Services, Accounting Services, Billing & Collections Services, and Customer Service. Each area is handled by a dedicated team working closely together, with elections, ADA accessibility, compliance coordination, website administration, and other specialized support addressed within the appropriate scope of work.

Management Services

Meeting and Reporting Services

District governance depends on consistent organization and reliable communication. We handle the administrative coordination that keeps boards informed, meetings well-prepared, and records properly maintained.

  • Board meeting coordination, agenda and packet preparation, meeting notices, quorum coordination, and minutes
  • District record maintenance, CORA support, consultant and vendor records, and required annual filings
  • Monthly management reporting, board communication, stakeholder inquiries, and coordination with service providers
  • Support for required disclosures, statutory timelines, and board-facing documentation

ELECTIONS

For district elections, Wisdom may serve as Designated Election Official (DEO) in accordance with the Special District Act, Colorado Local Government Election Code, and related statutes, including Article X, Section 20 of the Colorado Constitution (TABOR).

Website Administration

Website administration is handled with the same attention to clarity, access, and public transparency that guides the rest of our work. We keep required district information organized, current, and accessible, including meeting notices, agendas, minutes, financial information, transparency postings, and coordination with qualified third-party vendors when document remediation, accessibility enhancements, or technology support is needed.

Employee Management

District employee management requires careful coordination and clear oversight. Wisdom supports full-time and part-time district employees, including Operators in Responsible Control (ORC), field and operations staff, administrative personnel, and seasonal or certified pool operators. This includes coordination of payroll services and support for compliance with applicable labor laws, insurance requirements, training standards, and workplace safety regulations.

Covenant Enforcement

When covenant enforcement and design review are included in a district’s scope of services, we help keep the process organized, documented, and consistent with adopted policies and governing documents. This may include routine community inspections, violation tracking, resident communication, board updates, and coordination of design review or architectural control processes.

Insurance Coordination

Insurance administration works best when renewals, payments, claims, vendor certificates, and board communication are managed with steady attention. Wisdom serves as a liaison throughout that process, helping coverage questions, renewals, and claims move forward clearly and consistently.

Property Inclusions and Exclusions

In coordination with legal counsel, Wisdom manages the inclusion or exclusion of properties from district boundaries. This includes verifying eligibility, preparing documentation for board approval, and filing with applicable agencies.

Custodian of Records

As Designated Custodian of Records per Colorado statute, Wisdom processes and responds to CORA requests within required timelines and coordinates with legal counsel as needed.

Compliance Coordination

Compliance work depends on organized tracking, clear communication, and timely follow-through. Wisdom helps districts stay current with required filings, public posting obligations, annual reporting, transparency requirements, and other compliance-related responsibilities. Our role is to help boards understand what is due, what has been completed, and what needs attention, while coordinating with legal counsel and other consultants when specialized guidance is required.

Accounting Services

General Accounting

Strong financial oversight begins with clean information and consistent reporting. Our accounting team prepares financial statements, reconciles bank and trustee statements, coordinates capital project draws, tracks expenditures, supports continuing disclosure notices, and helps boards understand budget performance through regular reporting.

Accounts Payable and Receivable

Accounts payable and receivable are managed with care, consistency, and accountability. This includes invoice review, coding, approval, payment processing, revenue deposits, receivables, and related accounting activity.

Financial Planning and Budgets

Budget work is supported through organized preparation, practical forecasting, and careful attention to filing requirements. Wisdom assists with annual budgets, budget amendments, multi-year projections when requested, rate analyses, and filings in accordance with applicable law.

Grant Administration

Wisdom administers Conservation Trust and Great Outdoors Colorado (GOCO) funds, ensuring compliance with applicable reporting requirements. Grant administration can involve additional and variable time commitments and may be managed under a separate agreement.

Audits

Audit coordination is supported from proposal solicitation through final filing. Wisdom solicits annual audit proposals for board review, coordinates with selected auditors, supports fieldwork and draft reviews, and assists with the completion, presentation, and filing of final audits or exemption applications.

Bond Administration

Bond administration requires close coordination between the board, bond counsel, trustees, and the district’s financial team. Wisdom supports that work by coordinating covenant compliance, reserve fund transfers, principal and interest payments, and related reporting. Bond refinancing or new issuance is managed under a separate engagement as directed by the board.

Developer Advances and Reimbursements

Developer advances and reimbursements are tracked with careful attention to agreements, accounting requirements, and repayment schedules. Wisdom supports proper accounting of reimbursements, verifies compliance with reimbursement agreements, and coordinates repayment schedules for principal and interest obligations.

Billing & Collections Services

Wisdom may utilize Starnik or CUSI billing platforms, both compatible with select meter reading software and supporting online portals, ACH, and credit card payments.

  • Customer invoicing, payment processing, ACH authorization, and secure batch processing
  • Payment plans, delinquencies, shut-off notices, certifications, liens, and releases in coordination with district policy and legal counsel
  • Meter data imports, ownership change requests, transfer fees, payoff requests, and tap fee coordination

Customer Service

  • Customer support via phone, email, text, and other approved communication channels
  • 24-hour emergency line for urgent issues
  • Coordination with security vendors and district teams as needed
  • Prompt response to non-emergency inquiries during regular business hours or on the next business day

Making community governance easier.