Description
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Consulting Services
À La Carte Management Services
Community Association Management
À la carte services allow associations to select specific professional services without engaging in full-service management. These offerings are commonly used by self-managed communities, associations in transition, or Boards seeking professional support in targeted areas.
Financial & Budgeting Services
- Preparation of annual operating budgets
- Multi-year budget forecasting
- Reserve study coordination and funding analysis
- Special assessment planning and cash-flow projections
- Expense review and cost-containment analysis
- Insurance renewal coordination and cost comparison
Board & Governance Support
- Attendance at Board meetings (in-person or virtual)
- Meeting facilitation and procedural guidance
- Preparation of meeting agendas and supporting materials
- Drafting of meeting minutes
- Board member education and statutory compliance guidance
- Election and annual meeting coordination
Project Management (À La Carte)
- Oversight of specific capital or maintenance projects
- Roofing, concrete restoration, and structural repair coordination
- Large common-area landscape project management
- Vendor coordination and scheduling
- Bid solicitation, comparison, and recommendations
- Change order review and progress tracking
Contract & Vendor Administration
- Vendor contract review and coordination
- RFP development and contractor solicitation
- License, insurance, and compliance verification
- Invoice review and payment authorization support
- Warranty and close-out documentation tracking
Architectural Review & Compliance
- Architectural review coordination
- Application processing and tracking
- Governing document and rule compliance enforcement
- Violation notice preparation and tracking
- Hearing coordination and documentation
Owner Communication & Administrative Support
- Drafting owner notices, letters, and community updates
- Emergency and project-related communications
- Maintenance and project scheduling notices
- Owner correspondence handling (limited or defined scope)
Statutory & Regulatory Compliance
- Guidance related to Florida Statutes Chapters 718 and 720
- Board certification and education tracking
- DBPR filings and annual reporting support
- Policy and resolution drafting assistance
Insurance & Risk Management Support
- Insurance policy review and renewal coordination
- Claims coordination for property-related losses
- Assistance with engineering and insurer inspections
- Loss mitigation documentation support
Transition & Interim Management
- Interim management services during manager transitions
- Developer turnover support
- Document review and operational stabilization
- Short-term or project-specific management assignments
Consulting & Advisory Services
- Operational assessments for self-managed communities
- Contract and vendor performance evaluations
- Long-term capital planning consultation
- Board workshops and strategic planning sessions
Why Boards Choose À La Carte Services
- Flexibility to control costs
- Targeted expertise without full-service commitment
- Professional oversight during high-risk or high-cost projects
- Support for volunteer Boards and self-managed communities
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