The Recommendation
Adopt a managed WordPress website on WP Engine using the CityGov theme, Elementor for visual editing, Gravity Forms for forms, and SharePoint as the internal document system of record.
Monthly Cost Summary
| Component | Annual Cost | Monthly Equiv. |
|---|---|---|
| WP Engine Hosting | $360 | $30 |
| Cloud Document Storage | $120 | $10 |
| Gravity Forms | $99 | $8 |
| Elementor Pro | $59 | $5 |
| CityGov Theme | $59 (one-time) | — |
| SharePoint (Internal Governance) | Included in M365 | $0 |
| Year 1 Total | $5,697 | ~$475/mo |
| Year 2+ Total | $638 | ~$53/mo ongoing |
Why WordPress Wins
WordPress powers 43% of the web. It is the only platform evaluated that checks every box for Heritage Village.
Platform Comparison
| Platform | Verdict | Why |
|---|---|---|
| CivicPlus / Revize | Too Expensive | $25K+ setup, $10K+/yr ongoing. Built for governments, not HOAs. |
| Squarespace | No Docs | No document center or organized document pages. 20MB file limit. |
| Wix | Wrong Look | No municipal templates. Sites look commercial, not civic. |
| HOA Platforms | Wrong Look | Cookie-cutter portals. Right tool for operations, wrong tool for a public website. |
| Wild Apricot | Too Expensive | $315–350/mo at our scale. 2GB storage limit. |
| WordPress | Recommended | Municipal design, document hosting, flexible forms, ~$53/month. |
Cost & Comparison
WordPress requires a larger upfront investment but becomes the most cost-effective option by year five.
10-Year Cumulative Cost
All platforms: setup, hosting, licensing, and renewals
Monthly Cost Breakdown
Where your ~$53/month goes in steady-state operation
The MuniBit Alternative
Turnkey Municipal CMS
AI-powered searchable PDFs, drag-and-drop builder, custom forms with payment processing, ADA-compliant. All support and training included. Approximately $149–219/month.
Research Still Needed
Three critical unknowns:
- Will they serve an HOA? They reference municipalities, not HOAs.
- SSO support? Not documented on their site.
- Final pricing? A formal quote is needed.
What's Next
The recommended stack is Phase 1. The open WordPress platform and Microsoft 365 environment offer natural expansion as needs evolve.
Site Owner Model
This stack is designed so an internal site owner can manage content and basic administration without a dedicated webmaster or developer. Day-to-day editing (updating text, posting news, swapping images) is comparable to editing a Word document. WP Engine handles security, backups, and updates automatically.
System Architecture
Public-Facing: WordPress Website
Gravity Forms for resident submissions • Website hosts public documents for resident download • Pages pull live data from Dataverse via REST API
Integration Layer: Power Automate
Form submission triggers • Data routing to Dataverse • Document filing to SharePoint • Email and Teams notifications • Approval workflows
Microsoft Dataverse
Member records • Maintenance requests • Violations • Architectural reviews
SharePoint / OneDrive
Meeting minutes • Budget reports • Architectural plans • Committee documents
Staff & Board Tools: Power Apps
Request tracking dashboards • Architectural review workflows • Violation management • Board reporting
Growth Roadmap
-
1
Website Launch — Replace HOA Sites with a modern, branded WordPress site. ~$475/mo year one, ~$53/mo ongoing
-
2
Dataverse Connect — Centralize form submissions for structured tracking. May be included in M365 licensing
-
3
Staff Dashboards — Purpose-built Power Apps tools for staff and board. Power Apps per-user licensing
-
4
Document Automation — Automate internal document workflows with Power Automate. Included in M365 licensing
-
5
AI & Advanced — AI Builder for document processing, complex approval chains. AI Builder add-on licensing