Frequently Asked Questions

What VALUE do you offer in your services?

  • Peace of mind that you will have a much clearer status of your Association’s operation

  • Confirmation of correct or incorrect procedures currently in place

  • Less stress for Board members and management with guidance on hand

  • Potential increase in property values; possibly with better appropriation of funds

  • An improved bottom line for the budget when all evaluations are considered and operations improve

  • Confirmation of financial oversight and controls on future spending

  • A better educated Board of Directors, staff, and homeowner population

  • Less hostility between neighbors for misunderstood practices or simply the transparency demonstrated by the board to hire professional consultant.

  • You will attract top talent for the board and management once improved standards have been implemented the association’s reputation improves

… you see the value may be tens of thousands of dollars annually or even hundreds of thousands, but it all depends on what you do with the information and if your board and employees are held to the industry standards for a professionally run association. For some associations, the value can easily translate into the millions of dollars within a few short years.


Who can formally hire you and contract for services?
My services are usually contracted directly with board members. Normally, a new board will decide to get an in-depth analysis as to the status of the property and an opinion on how matters have been handled in the past. On occasion, I will be hired a by a private group of owners that disagrees with the current board or wishes to have their association evaluated. This usually happens when there are allegations of misappropriation of funds or other unprofessional conduct. So long as the necessary information is provided, the agreement is understood, executed, and fees are paid, I can do the work. 

What information do you need? 
The final report will be only as good as the information provided by the client. I will require electronic copies of the records for the association such as financials, minutes, insurance policies, newsletters, reports, etc. 

The association’s documents and current procedures will be researched, and an opinion will be outlined in a comprehensive report. I will also interview a number of people but we can discuss those details on the phone. 

How long does this take?
A thorough analysis of your association is required. The results can be expected within 45-60 days. 

How much does the investigative report cost?
Depending on the initial conversation and the client’s goals for the comprehensive report, the investment can lead to significant cost savings to the client for years on end. The scope of work varies in cost. 

What are the benefits to obtaining a report on our community association?
The most important benefit is obtaining clarity of your present situation. If there are several deficiencies that can be improved, you stand to have a more efficient operation and the cost savings can be substantial. Your association’s reputation will improve and therefore command more respect from vendors, employees, management companies, and other you have a business relationship with. Better quality work, pricing, and treatment will come to any association that deals fairly and professionally. 

Will any Board members or Management be replaced?
The report will not recommend the replacement of any board members. That decision is up to the current board or the membership of the association. Recall procedures or other legal means to remove a board member will be up to the appropriate party. 

What if someone does not wish to be interviewed or discuss anything?

At times, it can be uncomfortable for people to answer some of the questions. This research is not an adversarial process. This is a smooth and friendly process. No one is obligated to provide any information. The purpose of this report to allow for the community to implement proper procedures once the current system is evaluated. 

Will people be singled out in the report?

No. Details of those interviewed will be documented from an anonymous standpoint such as Person #1, Employee #3, Owner #2, etc. The final report will be reader friendly to not portray anyone as an enemy and to respect the cooperation of those providing information.

Will you train our board or staff?
This final report can be a training tool for the board and possibly employees. Recommendations may be made for training literature, books, or courses that could be acquired to reach a better level of service from employees or board members. 

My presence on site with the Board and Management can be very beneficial. If you wish for me to personally guide current management, that is a separate agreement that may also be reached once the final report and our initial agreement is complete. Take into consideration that if you have an agreement with a management company, I should not be guiding staff in ways contrary to the management company's protocols. 

If any criminal activity is suspected, will charges be filed?
This research is based on administrative processes in place and how they relate to the current industry standards. If there are allegations to criminal activity that can be clearly substantiated at the present time, you should seek counsel from your association attorney first and then your local authorities. If any inconsistencies are found throughout this process, they will be noted and the board can meet to decide what action, if any, they will pursue. Filing charges and pursuing prosecution for criminal activity is solely at the discretion of the board or local authorities. 

Will there be a meeting with homeowners that can speak with you about the report?
The work I do is in private and there is no Q&A session planned. Once the report is delivered, the contract is deemed fulfilled. The client, be that the board or a group of owners, can discuss details with me if there are any questions.

What cities and states does your work take you?
I can travel Nationwide. I am also qualified for associations on an International level. My PCAM designation from the Community Association Institute is recognized all over the world. I mostly work in the State of Florida but have done case studies in other states. 

Do you need to visit our property or is everything done remotely?
I recommend a personal visit. One of the areas inspected is the actual physical maintenance of your amenities and building. A great amount of information is gathered when a personal visit is made. I am also able to interview the right people in person and acquire a more accurate sense of the information given. If circumstances deem that you prefer strictly remote work then we can come to an agreement as to how that will be accomplished.