The Funding Clarity Report

What's included

Every Funding Clarity Report engagement includes:

• A discovery phone call to understand your project and scheme
• The Funding Clarity Report — a clear, side-by-side comparison of available funding structures, in plain English
• Total cost and cash-flow impact for each option
• A cost-per-lot breakdown, based on average Units of Entitlement across the scheme
• Key considerations your committee should weigh before deciding
• A one-hour meeting with your committee upon delivery, to walk through the findings and answer questions

Attendance at an AGM, EGM, or OC meeting to present the report can also be arranged, available at an hourly fee.

A closer look at cost per lot

Every report includes a cost-per-lot breakdown based on the scheme's average Units of Entitlement, giving your committee a clear picture of impact across the building.

For schemes where owners want to see cost reflected against their own, individual lot entitlement, a UoE Matrix report is available as an add-on — showing exactly what each owner's share of funding costs looks like based on the scheme's actual, individual Units of Entitlement.

Who it's for

Strata committees and strata managers weighing up a major capital works decision — particularly where the options on the table (loan vs. levy, or one lender vs. another) aren't easy to compare without independent analysis.

Who needs this report

This report is especially valuable for OCs facing a significant cost of works, or where the cost per lot is substantial enough that owners will expect a clear justification before approving it.

It's equally valuable where a committee is struggling to reach consensus on a path forward — whether that's disagreement over which funding option to use, or simply difficulty getting a decision over the line. An independent, plain-English report gives every owner the same starting point, and takes the decision out of personal opinion or internal politics and onto a clear, defensible basis.