Sutton Place Presentation

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Choose the Level of Service that Works for Your Association

Call us today to discuss which plan fits your needs best.

Administrative Open Service Full Service

Phone Reception

Customer Communication

Form Letter Processing

Task & Case Management

Print, Pack & Ship

Record Keeping

Email Blasts

Web Posts

General Business Filings

Online Q&A

Onsite Office Attendance

Mobile Resident App

Online Portal

Management Planning

Management Planning

Budget Development

Board Meeting Preparation

Resident Info Maintenance

Property Inspections

Work Order Entry

Rule & Regulation Enforcement

Meetings

Association Meeting Attendance - In Person or Virtual

Board Planning Sessions

Leadership & Guidance

Leadership Sessions

Contracts & Projects

Project & RFP Solicitation

Legal Review & Tracking

Contract Management

Professional Bids (Insurance/Engineering)

Vendor Management

Project Management

Financials

Financial Activity Recording

Accounts Receivable

Accounts Payable

Late Letter Processing

Annual Budget Review

Financial Reporting

Audit & Review Solicitation

Covered Services

Full Service

With an a nity for technology, local knowledge, and happy customers, Full Service association management services will meet all your needs and can be customized for all your wants.

Organization, best practices, and automation remove the guesswork from everyday administrative, communication, and accounting duties while deep experience and expertise provide a foundation for compliance and planning. When you do have questions, our seasoned and proficient support team will respond promptly.

Full Service

Personalized Management that Fit Association Needs

Administrative

Sit back and relax while we take care of your Association’s administrative needs! All correspondence received during our scheduled business hours receives a response within 24 hours no matter how you decide to reach us. We prepare and distribute communications for your Association in a variety of forms while maintaining meticulous records of customer communication for future reference. Never question if a homeowner received the information the answer is always YES!

Online Services 1.0

Our service portal gives Board of Directors 24/7 access to their Association’s information including: guiding documents, account information, financial records, meeting materials, and planning tools. We work behind the scenes by keeping resident account information updated and association content current. The Board of Directors is driving the association and partnering with us to navigate!

Financials

Monthly financials with standardized accounting practices, bill pay, timely invoice processing, and aged owner balances records are guaranteed. Associations rely on homeowners’ assessments which is why we promptly send out late letters and stay on top of delinquent accounts. Annually, we review and prepare budgets for the upcoming year using historical trends and current needs of an association.

Automatic Payments

Ensure timely association payments, eliminate monies owed, stress, and avoid attorney collection fees. Payments are automatically deducted on specific days each month to avoid the guessing game of when payments will be received. If a homeowner is unwilling or unable to be on the automatic payment program, there is still the option of check pay or online payments (convenience fees apply).

Management Planning

We know association business and share our management tools and successes by developing a management plan unique to your community. No guessing or surprises, we automatically complete the foundational tasks for community management.

FAQ Portal

Our Frequently Asked Questions website page provides a wealth of knowledge at your fingertips.

Compliance

The legal side of association management is important which is why we automatically complete both the association’s annual state filing and taxes. If your association is due for an audit, review, and/or a reserve study, we gather all the information and get it done. No questions - We got this!

24/7 Emergency Services

Burst pipe in the middle of the night? Flooding from an upstairs unit? We’ve got you covered with access to our 24/7 emergency services (fees apply).

Points of Interest

• Introduction

• Goals

• Services

• Advantage

• Fast Facts

• AO Carbon Offset and Footprint

• RFP Response

• Contact Information

• ReferencesUpon Request

• Transition

• Questions

Introduction

About Us

 Association One is a dedicated community management company with trained and licensed managers

 We currently employ 20 personnel with dedicated staff

 We service the complete management needs of approximately 60multi-unit residential CIC properties throughout the upper Midwest. Local offices in Minnesota and Illinois

 We are operated by seasoned corporate and real estate professionals with diverse academic and operational backgrounds.

 We offer unique services and are often leveraged to resolve tough Association situations.

 Easily implement and use virtual meeting tools and the cloud.

Approach

• At the heart of AO’s unique approach to property management is a commitment to personal attention, proactive operations, and long-term capital control.

• To achieve this, we rely on exceptional staff, proven programs, and the implementation of new technologies. These advantages have allowed us to offer full-service management at very competitive rates and retain our partnerships over time.

• Our historic business has included condominium, townhome, cooperative, and homeowner communities that range from 20 units to 500 units.

• We are proud of our work, our company, and enjoy what we do.

Partnership Goals

• Increase Membership Value

• Make Communication Easy

• Establish and Rely on the Management Plan

• Increase Community Participation & Volunteerism

• Increase Efficiency

• Lower Liability

• Enhance the Association’s Marketability

• Maintain High Facility Maintenance Standards

• Leverage Technology and Virtual Tools

Services

and Customer Service

On-Site Customer Services  Online Homeowner Portal

 Submitting a request or question

 Community Calendar

 Association Documents

 Setting up Payments

 Homeowner Directory

 Meeting Minutes  Virtual Conferencing

24/7 Live Maintenance Line

Phone log history  Resident communications

Broadcast emails

Customer Service Employee Standards

Spring/Fall Newsletters

Services

Financial Accounting and Planning

 Free corporate banking services

 Monthly financial reporting

 Document review and proofing

 Detailed expense analysis

 Income-expense analysis

 Annual budget generation

 Insurance review

 Reserve analysis

 Tax filing and review

 Audit and review preparation

 Delinquency processing

 Custom financial reporting

Services Management and Systems

 Free Document review and advice

 Management plan development

 Rule enforcement

 Custom management reporting

 Board meeting attendance

 Property inspections

 Access to a custom document system

 Schedule property services

 Issue annual vendor RFPs

 Board education training

Services

Professionally Staffed and Equipped

 Certified property managers

 Members of CAI, ACTHA, MHA, and AIA

 Professional grade printing services

 Digital file store with data backup

 Complete file management system

 Temp controlled paper file storage

Services

Comprehensive Maintenance Services

 24/7 live emergency operator

 Routine maintenance programs

 Complete restoration work

 Insurance claim management

 Large scale improvements

 Scope of work drafting

 Large scale project specialists

 AIA members

 Certified pool operators

 Project inspection and reporting

 Licensed and Insured

Niche

Services

Association Rescue and Turnover

 Review all organizational documents and financial documents to ensure statutory compliance.

 Conduct a Reserve Study for future capital improvement planning.

 Compile a specialized management plan annually.

 Properly fund the association in preparation for ongoing operational demands.

 Establish and engage new legal and accounting professionals.

 Monitor Association investments such as CDs, Mutual Funds, and Money Market Accounts.

 Publish monthly financials to the Board and members to ensure transparency.

 Train the Board on proper rules of Board conduct and appropriate methods of conducting meetings.

AO Advantage

• Professional advice and agency

• Single service contact for Board of Directors & Membership

• Team staff approach

• Increased quality control

• Increased financial stability and strength

• Ready facilities maintenance systems

• Compliance advice and liability awareness

• Savings on operational expenses

• Proactive operations in all areas of the business and community

• Local office-Local personnel

AO Carbon Offset and Footprint

• Energy conscious operations

• Thoughtful high efficiencyequipmentandlightdutyvehicles

• Low impact operation footprint. .5sq/ft per day per employee

• Two trees planted for all new units put under management

• Over 6000 trees planted in the year 2024 on behalf of our resident owners

• Annual investments in preserve land

• Flex office utilization when feasible

• LeveragingGreen building and facility management methods into our training and serviceimplementation

Fast Facts

Here are some quick facts about our company and our capabilities.

 Approximately 6500 units successfully under management today

 6full time property managers with post secondary degrees and/or certifications

 5 full time administrative assistants to support all day to dayoperations

 2 full time Bookkeepers

 1 full time Operations Manager

 1 CEO

 6 full time maintenance staff

 Latest communication and service technology in-place today

 CMCA licensed managers

 Illinoislicensed managers and admin

 4.8 OUT OF 5 GOOGLE RATING

 A+ Better Business Bureau Rating

RFP Response

Scope of Services

Q and A

 Carl McElroy, Operations Manager

CMCELROY@ASSOCIATIONONE.COM

312-386-0244

 Brian Borchardt, CEO

BBORCHARDT@ASSOCIATIONONE.COM

612-221-6752

Questions?

Transition Process

1.Understand your current contract terms and termination clause (legal counsel is recommended).

2.Identify a management service provider

3.Meet the termination notice method and date of current company

4.Immediately submit information request checklist to current company with deadlines

5.Inventory existing material as a Board with new management company assistance

6.Notice residents of change date with complete instructions

7.Contact all vendors and institutions of change

8.Schedule two take-off meetings with Board

9.Take-off

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Sutton Place Presentation by associationone.com - Issuu