Alliant. Alliant Property Management, LLC A New Approach to Association Management!

Transcription

1 Alliant Alliant Property Management, LLC A New Approach to Association Management!

2 INTRODUCTION Alliant and its predecessor company have been managing associations for over eight years. Alliant is the fastest growing management company in Southwest Florida. We have grown from eight associations to over ninety in the last five years. Our main office is located in Fort Myers, and to better serve our Collier County customers, we have opened an office in Naples. Our growth has been accomplished by providing excellent service. We do not acquire management companies to grow our business. Our team approach to management has proven to be successful. Each CAM has support in all areas.

3 THE ALLIANT APPROACH Operations (CAMS) Accounting Administration

4 OPERATIONS A CAM (Certified Community Manager) is assigned to your Association. The CAM will attend Board and Owner meetings and take minutes if Board requests. Our goal is to make these meetings as productive as possible. Advise Boards on regulatory compliance issues, which will reduce legal costs. Comprehensive walk-through inspections to ensure proper service from vendors.

5 OPERATIONS Management will provide vendor bids for the Board s approval. Create and implement a preventive maintenance program. Alliant provides 24-hour Emergency service, 365 days a year. Manage & track maintenance requests, secure timely performance. Oversee on-site maintenance personnel. Enforce Covenants, Rules and Regulations.

6 ACCOUNTING Management will prepare a recommended proposed budget for each ensuing year, and facilitate meeting to approve budget. At the Board s request management will conduct a budget workshop. Collect and account for all monthly/quarterly Maintenance Assessment Fees as prescribed by the Association, and other charges due by owners, using the coupon/lockbox method. Alliant prepares and furnishes to each Director a copy of the Monthly Financial Statement either via U. S. mail or . The financials are issued between the 20 th and 25 th of the following month.

7 ACCOUNTING Maintain checking, savings, reserve accounts, and other income accounts with a federally insured institution as approved by the Board of Directors. All accounts to be in the name of the Association. Mail notices of delinquency to owners in arrears and take action for the collection of the delinquent assessments. Coordinate with Attorney all accounts that require liens and/or foreclosure. Alliant will disburse funds for the payment of Association expenses on a weekly basis. Management will file the annual State Corporation report, and disburse payment of required fees and licenses.

8 ACCOUNTING There are Three ways to pay the maintenance assessment fees MAIL COUPON & CHECK TO LOCKBOX at Colonial Bank (money is deposited same day). ASSOCIATION PAY - Automatic Direct Debit (third day after fee is due). ONLINE BILL PAY Using Owner s Bank or other service to make payments.

9 ADMINISTRATION Process Estoppel letters and applications for sales and rentals. Alliant s insurance professionals will review your current insurance policies with your broker and ensure proper coverage. At the time of renewal of your insurance policies, Alliant s experts will work with your current broker (or recommend a broker) to negotiate the best possible coverage and costs. Alliant provides superb claims management when the need arises. We coordinate all claims and work with the adjusters to maximize the claim proceeds.

10 TECHNOLOGY State of the art association management system for accounting and operations. Document management system for electronic document storage and distribution. Alliant s website provides interactive request forms for maintenance and accounting. Financials, contracts and other communications can be ed to the Board. Directories, minutes and financials can be posted on our web site (password protected).

11 WHY ALLIANT? Alliant takes pride in employing the industry s most highly accredited and educated team. From our degreed accountants to our certified managers; we will always have the most qualified staff working on your association. Alliant will focus on providing superior service with results that ensures success and longevity of your community. We will tailor the management program to fit the needs of your association. We do not feel that one size fits all. Our strong financial accounting program and controls help you manage your community in the most efficient manner. Our software and technology is state of the art, allowing you to stay informed and to receive the highest level of service.

12 References Central Park south Condominium Association, Inc. President Alice Parker Coconut Creek Homeowners Association, Inc. Director: Ray Judah Grand View of Parker Lakes Neighborhood Association, Inc. President Willian Gough The Towers Condominium Association, Inc. President Terry Ondak Vintage Bay Condominium Association, Inc. President John DeRosa

13 TRANSITION Alliant works with former management company during the notification period to ensure a smooth turnover. Transition checklist sent to old management company. Homeowner directory verified and inputted into system. Seed money from existing checking account used to set up new bank accounts. Introductory letter announcing the management change and providing the owners with contact information and instructions on the payment of future maintenance fees. The CAM meets with Board to review the needs of the community and set priorities for the next 60 days. Vendors notified of new management and given new address for invoices and bills. Financials loaded into accounting system with the cash accounts and owner balances reconciled.

14 CONTACT INFORMATION Fort Myers Office Business Mailing Address: 6719 Winkler Road, Suite 200 Fort Myers, FL Phones: Main Number: Emergency 24 hour number: Fax: Toll Free: Collier County: General Web Site: