Services
Eliberts Inc. provides manager-of-record services on a fee basis to operating companies. We align governance, operations, finance, compliance, and vendor management so day-to-day work produces audit-ready outcomes.
Service categories: Governance & Board Support • Operations Program Management • Finance & Treasury • Compliance & Risk • Vendor & Procurement • Development & Construction Oversight (when applicable).
Governance & Board Support
Purpose: Establish fiduciary clarity and a reliable record of decisions.
Scope of work
- Draft/maintain mandates, charters, and authority matrices
- Prepare board packs; minute meetings; track resolutions and actions
- Maintain policy library and annual manager’s letter
Deliverables
- Mandate document • Authority matrix • Board calendar
- Minutes & resolution register
- Policy maintenance log
Assurance: Decisions are documented, approvals are traceable, and records are inspection-ready.
Operations Program Management
Purpose: Translate strategy into workstreams with ownership and cadence.
Scope of work
- RACI maps (Responsible/Accountable/Consulted/Informed)
- Monthly operating reviews with KPI dashboards
- Incident post-mortems and corrective action tracking
Deliverables
- Operating plan • KPI list • Review decks
- Post-mortem reports
- Issue log with owners and dates
Assurance: Priorities stay visible; work moves; findings turn into fixes.
Finance & Treasury
Purpose: Protect cash, meet obligations, and keep stakeholders informed.
Scope of work
- 13-week cash forecasts; scheduled payment runs
- Budget vs. actuals; capex gates; covenant tracking
- Treasury procedures (signing limits, dual controls)
Deliverables
- Cash forecast • Payment checklist
- BvA packet • Capex gate log
- Treasury policy
Assurance: Cash is controlled, budgets are compared to reality, and covenants are monitored.
Compliance & Risk
Purpose: Keep registrations current and risks on a reviewed schedule.
Scope of work
- Compliance register: licenses, filings, insurance renewals
- Risk register: owners, mitigations, and review cadence
- Related-party review and disclosure log
Deliverables
- Compliance calendar • Risk register
- Quarterly risk review memo
- Related-party file
Assurance: Deadlines are met; risks are visible; disclosures are on file.
Vendor & Procurement
Purpose: Source, onboard, and manage vendors with controls.
Scope of work
- RFPs and evaluation scorecards
- Onboarding: W-9/W-8, insurance, KYC/beneficial ownership attestation
- MSAs/SOWs library; service-level tracking; re-bids
Deliverables
- RFP kit • Vendor file checklist
- MSA/SOW templates
- SLA tracker
Assurance: Vendors are selected on merit, onboarded properly, and measured fairly.
Development & Construction Oversight
Purpose: Provide structured oversight for capital projects.
Scope of work
- Pre-construction due diligence checklist
- Cost tracking, change-order control, and draw packages
- Close-out: warranties, O&M manuals, as-builts
Deliverables
- DD checklist • Cost log • Change-order register
- Draw packet template
- Close-out binder index
Assurance: Projects move with discipline, documentation, and lender-friendly draw support.