Professionals
At AMP, we understand that the process of selecting the right company and the most appropriate service level can be confusing. This booklet is designed to help give your board the tools it needs to easily understand the options and make the best decision for your community. Review Our General Service Levels Understanding the basic categories of service levels common within the industry, which are Accounting, Accounting & Covenant Enforcement, Portfolio and Part-Time/Full Time On-Site Management, is a great way to get started in determining your neighborhoods needs. Review Our Company's List of Services AMP has a number of standard services, a number of optional services and a number of complimentary services. Every program is detailed in this booklet and the table of contents allows you to locate areas of particular interest with ease. Review Our "Services-at-a-Glance" Spreadsheet A separate document is available that allows the Board to quickly and easily identify what services are included at each basic level. This review, along with a budget analysis should help establish minimum requirements for the proper management of your community. Select or Customize your Service Level We understand that every neighborhood is unique and as a result custom contracts are available. Our goal is to meet your community's needs and use your management budget wisely. Select Your Optional Services Many optional services present industry-leading solutions to common problems or generate special unexpected benefits. Some are unique to AMP and many programs have NO COST to the Association!
Financial Services Financial or "Accounting" Services are designed to relieve the Board of Directors of many day-to-day activities involving accounts payable, accounts receivable, budgets and collections. Financial & Covenant Compliance Services Financial and Covenant Compliance Services, often referred to as "Accounting Plus", includes all the services in the financial package as well as board-initiated covenant enforcement communication. Portfolio Services Portfolio management includes all the services in the Accounting Plus package and adds visits to the property for site inspections, board or annual meeting attendance, and vendor management. On-site Management Services On-site Management includes all the services of Portfolio Management and adds a part-time or full-time presence on the property for associations requiring more individualized attention. Optional Services AMP offers a number of ancillary services to simplify your operations, save your Association money or provide unique benefits. These programs may or may not have a cost to your Association. Complimentary Service AMP offers a number educational services as well as value added services at NO-CHARGE to the Association. Important Note This booklet is an overview of AMP's available services. Please see your community's proposal for details on the exact scope of the services provided, as well as pricing. Custom packages are available.
AMP Team Page 6 Corporate Structure Online Services Page 7 Transparent Web Portal Educational Services Page 8-9 Resource Center Monthly Board Updates Board Training Sessions Financial Services Page 10-11-12-13 Banking Administration & Financial Reporting Payment Options & Delinquent Accounts Accounts Receivable & Accounts Payable Budgets, Taxes, Loans & Reserve Study Assistance Administrative Services Page 14-15 Communication, Broadcast Messages, Record Maintenance Amenities Reservation & Access Cards Dedicated Client Service Center Closing Services Page 16 Mortgage Documents Welcome Packages Insurance Insurance Estimates Insurance Claim Administration Page 17
Property Services Page 18-19 Property Inspections & Architectural Requests Annual and Board Meetings & Emergency Services Vendor Management Page 20 Bid Procurement and AMP Vendor Network Project Management & Bulk Negotiation Maintenance Page 21 Preventative Maintenance, Winterization & Janitorial Lease Monitoring Page 23 Rental Monitoring AMP TEAM Page 23 Transition Process & Satisfaction Guarantee Ask About Services Comparison Sheet This comprehensive document allows the board to quickly reference which services are included at each level and make decision making easier!
Corporate Structure There are so many moving parts to each property and AMP knows it's centralized functional structure make operations more effective and efficient thus improving customer satisfaction. All Associations have a community manager assigned as a central point of contact. The role's primary function is to act as a liaison between the board and a number of well-staffed specialty departments, many of which function in the background. Your representative leads the team; however, he or she is only one part of the elaborate support system in place for your community. Our clients also enjoy a strong corporate leadership team. This structure allows us to implement changes quickly and design industry-leading solutions attention. AMP hosts some of the lowest ratios of properties to managers in the industry Your Management teams include a Community Association Manager, a property accountant and a Property Management Director. Management teams are the main Board resource Property Management is supported by the corporate team All team members undergo background checks and drug screens All communities have a dedicated property manager. 6
Transparent Web Portal AMP maximizes efficiency through Vantaca. Boards and homeowners can view real time account status, pay assessments through a variety of methods, and enjoy 24/7 access to virtually all association-related information. The Board of Directors sets the security levels on everything from financial records to community calendars protecting information and determining which documents and data the homeowners will be able to access ! Online Record Access List of owners Association governing documents Compliance correspondence Financial reports & bank statements Images of all paid invoices ARC requests and status Archive of all broadcast messages Community calendars Online Account Access Individualized log-in information Homeowner account status Multiple online payment options Systems are backed up DAILY. Call for access to the video presentation of Vantaca Vantaca is required with every service level. A small monthly fee is based on the option selected. 7
Understanding industry standards and best practices is critical to the success of any Board. AMP proudly offers complimentary educational resources that help volunteers serve with support. Homeowner Resources Information is only a click away by visiting www.associationmgtpros.com. Articles, manuals, and hyperlinks to useful websites or educational videos are all categorized by subject. Here you will find material on everything from water sub-metering to reserve studies. Our guidelines for new board members are a great place to start along with the general descriptions for each member's position. All of these materials are offered at NO charge to the Association! Homeowner Resources In addition to our Homeowner Resources, AMP proactively encourages Boards to "never stop learning". Please be sure we have the correct address on file and open each communication as soon as possible. Here you will find current articles and opportunities for feedback. Educational materials are available to every member. 8
Board Training Sessions In addition to our Homeowner Resources and Board Updates, new and existing board members, committee members and EVEN homeowners can enjoy a wealth of information when they attend one of our Board Training Sessions. The knowledge gained in these classes helps volunteers build a foundation of how associations work and how to use their time most effectively. Each complimentary session includes a training manual and allows you to interact with other community board members. Topics include best practices for new board members, reserve studies, budget analysis, board code of ethics and covenant enforcement, just to name a few. Sessions are complimentary! Multiple classes are held annually Programs cover a variety of topics Sessions include a training manual Sign up through your Board Updates Classes are taught by experienced professionals Virtual classrooms available Educational classes are always complimentary. 9
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