Association Consulting Services

Provide general advice, guidance, strategy and support to Board & Management regarding operations & governance

Provide training and education for Boards, Committees, Property Managers & Members
Provide advice on and prepare Condominium FHA Certification/Re-certification to HUD

Procedures & Rules:
Prepare and support the association in adopting and implementing rules, policies and procedures to improve the association

Draft forms, prepare and standardize documents, notices, policies and procedures

Create maintenance and inspection plans to protect the assets of the association to help keep costs down

Advise the Board on strategies for how to best utilize and work with managers and employees
Serve as liaison for the Board with management, attorneys, engineers and other vendors and provide advice, guidance and oversight of pending matters
Be available on an on-call basis to respond to questions & assist with day to day issues
Meeting Support Services:
Work with Boards and Committees to create efficient and time saving agendas for meetings

Assist and train Boards and Committees in running meetings applying proper procedures

Serve as parliamentarian for meetings to support the board, committee and membership in the proper operation of meetings

Prepare, review and recommend revisions to minutes of meetings to support effective communication to members and maintain proper records of the association

Prepare proper notices for meetings and advise regarding proper meeting preparation and procedures

Election support services including oversight of annual meeting elections and board member election certification

Special Meeting vote support including tabulation of results and certification

Financial Support Services
Maintaining sound financial strength is key to the operations of any association. We can support the Board and Management by assisting in the development of strategies for pursuing collection of outstanding accounts, determining the appropriate methods of collections

Review and act as liaison with the Association’s counsel and management on assessing how best to budget and prioritize pursuit of delinquent account and where best to spend the association’s resources in doing so.

Develop plans for Associations to work with owners to secure payment plans and resolution of unpaid accounts.

Review and provide input on proposed budget

Architectural, Maintenance & Covenant Compliance Services
We can support the Board, Committees and Management on monitoring and assessing maintenance, architectural and covenant compliance in the community. Our level of services can include performing all aspects or merely providing support in the areas that you need. Such services can include:

Preparing notification to residents of violations

Responding to inquiries via telephone and emails from residents and follow up accordingly to facilitate compliance

Assisting with enforcement including coordination of meetings and hearings as well as conducting the hearings for the Board (as desired) as parliamentarian

Advising the Board on enforcement options.

Developing, reviewing and revising guidelines, policies and rules and Regulations

Request for Proposals (RFPs):
Provide guidance and support the Board in preparation of and sending out RFPs

Assist in advising Board on methods of evaluation and selection of association counsel, management, accountants, insurance agents and other vendors

Assist in negotiation of agreements with developers, associations and vendors

Developer Transition: Work with Association Board, Management and Engineer on issues with the developer regarding transition matters and defects to assist in resolution of same with the developer