Annual operating budgets are prepared and monitored on a monthly basis. New information is constantly researched such as insurance industry trends, municipal tax planning and specific vendor price intentions. Hallmark also reviews annual operating expense information provided by the Institute of Real Estate Management for comparable analyses.

Monthly meetings are held among key central office and field staff for the purpose of discussing any major problems managers may have incurred, of reviewing monthly expenditures and compliance with budgets, of maintaining and establishing (where necessary) informal lines of communications between and among field operations and office support and policy systems and of serving as a forum for in-house training.