SERVICES

Your association is unique, and so is our approach.

We promise to thoroughly research your needs and goals and ensure we’re transparent about our services and costs before every engagement.  Our SMAARTE Start process reveals the Who, What, Where, When, Why and How to build a foundation that helps your association succeed.  We provide concierge service.  Inquire, email us, or schedule time to talk to discover how we can help.

More focus from the inside out.

Our focus on condominium associations and common interest community governance comes from the trials and tribulations of volunteer service.  We’re dedicated to extraordinary execution, robust research and recommendations, and superlative service that’s pragmatic and proactive.  All content, no filler.  Precise, well-organized processes deliver more value for our customers.

Data and experience-driven solutions.

Surveys show that homeowner volunteers provide an incredible amount of time, energy and resources, but also feel overwhelmed trying to govern community associations with a litany of legal and operational requirements.  The industry tells us to speak with our attorney, our community manager (CAM), reserve company, etc.  When there’s no resolution to the underlying challenges, many volunteer leaders simply move on, frustrated -OR- give up and stay the course mired in errors and omissions.

“Insanity is doing the same thing over and over and expecting different results.”

Many associations struggle to achieve accountable, communicative, proactive engagement from their vendors (including, most notably, from their manager and management company).  Are your homeowners, Board and committee members volunteering 5, 10, 15 or 20+ hours every week trying to manage your manager and playing whack-a-mole to solve problems?  Stop the insanity and get SMAARTE!

The SMAARTE Group offers intentional, cost-effective solutions for condominium communities of 50 or more units.  We guarantee to partner with you and know that our relationships will stand the test of time because the foundational concepts have been honed over thousands of hours of volunteer commitment in a community much like your own.

SMAARTER Pricing = Happier Customers

SMAARTE pricing reflects our commitment to delivering outstanding service by applying our experience to exceed your expectations.  We provide concise, transparent deliverables in plain language everyone can easily digest and we guarantee our accountability in writing.

We’re pleased to work with you to create a fixed price solution for most engagements and eliminate the uncertainty of hourly billing.

CONSULTING & PROJECT MANAGEMENT

Hourly services + fixed-fee solution packs.

• Contract review

• Continuity planning

• Reserve Study Tune-Up

• Governing Documents review and restatement

• Independent advice for governance and operations

• Management company search and transition assistance

• Filling gaps in your current managed services arrangement

• Records and collaboration management w/ Google Workspace configuration

MANAGEMENT + BOOKKEEPING

Please contact us to learn more or to submit an RFP.

• Management and bookkeeping are separate endeavors

• We stay ahead of the curve through proactive engagement

• We guarantee responsiveness via a service level agreement (SLA)

• We consistently seek your feedback to learn how we can improve

• We partner with Community Financials to deliver dedicated, independent bookkeeping Community Financials Overview

• READ Investigating Split or Hybrid Management for HOAs and Condos

MANAGEMENT TRANSITION SERVICES

Management services have potential and pitfalls.  Don’t roll the dice.  Choose wisely and get SMAARTE management transition services to help navigate:

• Goals and timelines

• Transition planning and tracking

• Candidate identification and interviews

• Interviews with community associations in your area

• Customized, standardized request for proposal (RFP)

• Candidate communication and response management

• RFP response collation in a standardized, structured format

• Contract review, red-lining and negotiation assistance

• Transition assistance following contract execution

BOARD SUPPORT, EDUCATION & TRAINING

A little support goes a long way!

• Learn about state law

• Discover best practices and lessons learned

• Get to know your governing documents

• Benefits for board members, officers and homeowners.  Groups and individuals.

RESERVE STUDY TUNE-UP

Get your reserve study singing!

• a written summary of questions, concerns, and suggestions

• a structured, user-friendly distillation of all pertinent informtion

• a dashboard showing how your reserve study has changed

• opportunities for Q&A in writing and in a meeting

• a responsive service level agreement (SLA)

GOVERNING DOCUMENTS RESTATEMENTS

Have you asked your law firm how their restatements work?

Get SMAARTE and benefit from an intentional process built around owner engagement:

• A collaborative technology platform that eliminates email fatigue

• A framework ask probing questions

• Recommendations and opportunities for reflection and review

• Track the project and track all your changes

• Create a marketable final product

• A responsive agreement to help address your questions (SLA)

DEDICATED HOMEOWNER HELP

Free , confidential 10 minute consultation | Flexible services

• Property Resale Due Diligence
• Governance Askew: Escalation Assistance
• Alteration / Architectural Change (ACC) Assistance

RESALE REVIEW

• Flexible due diligence options BEFORE you sign on the dotted line!
• Do you understand what’s in your resale certificate / estoppel certificate

“If your association can see your backyard from space, you should probably be able to see association documents before you buy your home.” —  John Oliver

RESOURCE LIBRARY

• DIY guidance

• Dozens of example documents

• Free online resources 24/7 @ Condo Connection