SAM Management has years of experience in all aspects of association management. The following questions could be helpful in determining whether you might need our services:
Is the management company providing all services outlined in the contract or does the contract need revision to increase services to the association?
SAM studies and suggests changes and improvements in the management contract to reach a resolution to questions or problems between management and the association pertaining to services.
Are the operating and reserve budgets inadequately funded or overspent?
SAM will analyze the operating and reserve budgets and actual expenditures over the current and past two years and suggest solutions for a balanced budget.
Have dues increased to keep current with the CPI increases for your area or are assessments necessary to fund regular maintenance and reserve replacements?
SAM will investigate operating and reserve budget dues increases (or decreases) over the past years and make suggestions for budget improvements.
Does the current board of directors have a procedure to inform new board members of past decisions, actions and future plans to provide continuity of action?
SAM will study past Board meeting minutes to determine if management has succeeded in providing action to implement motions over the past two years.
Is the association using current technology to increase communication between the members and the board of directors and management?
SAM can provide information and direction to establish Internet communication and/or website creation and provide the Board with a member database that can easily be updated for mailings to the members. We also have electronic newsletter function and printed/mail newsletter options. We provide a balanced approach between technology and communication and we provide the board with a complete suite of options to help better inform and involve those that live in your community.
Does the board need direction in establishing board meeting procedures, producing effective agendas and setting procedures for minute keeping?
SAM management professionals are experts in assisting boards establish meeting procedures, minute keeping practices and prepare effective meeting agendas. We also provide a complete summary of every meeting we attend and in addition we attend every meeting of your community at no extra charge. We are suggesting the application of a rating system for each area of association responsibility. We can then use this information for Board discussion. SAM can then assist the Board in preparing a plan of action for improvements and funding for future projects and improvements.
Community Manager Profile
The below information is typical for any of our Community Managers. The information shows the standards to which they are required to meet before ever taking on an Association client.
The Community Managers are trained specifically in budgeting, insurance, meeting facilitation, CC&R compliance, the architectural control process, HOA laws, and association finance.
Some of our Managers have reached even higher and been awarded the Certified Manager of Community Associations (CMCA) designation and the Association Management Specialist (AMS) designation. For both of these designations, a multi-day intensive training course and the successful passing of a final exam is required. The AMS designation required 2 and ½ years of specific training in HOA Management.
Our managers regularly attend annual industry conferences and monthly industry meetings to stay involved and keep up to date with continuing education.
Our Service Team
Each of our community clients benefits from a team of professionals working on their community, not just one person. This frees up the Manager to focus on the Board’s needs and the planning for the future of the community.
Manager –The Manager focuses on the Board and directly addresses their concerns and questions.
Assistant Community Manager – Supports the Community Manager and fields phone calls from homeowners.
Accounting Manager – Bonded CPA responsible for the accounting and finance portions of the community. The accounting manager also does the web-site maintenance.