ACCU, Inc.’s experience allows us to offer these unique and flexible consulting services which can be made to fit the needs of your Association.  We know all Associations need some help now and then so to better serve the different needs of Associations, ACCU, Inc. offers two levels of consulting to your Association.  The first is a cafeteria style menu where you may choose help in a specific area; meetings, inspections, Rules and Regulations, budgeting and accounting.  When you select one of these areas, our Consultant will work closely with the Board of Directors to maximize the benefits of our experience.  The payments for the cafeteria style may be spread out over three months to allow the Boards the flexibility needed.  Below is an outline of the consulting services offered.  You may combine individual services together to obtain the level of service your association needs.

Our comprehensive program which incorporates all the items below is set up with a hard hitting 6 months.  In this time frame, your consultant will attend Board of Directors meetings; make inspections of the property for not only common areas and amenities issues, but Architectural and Covenant issues.  The Consultant will also review your Rules and Regulations and Design Guidelines to assure they coincide with your Governing Documents and State law.  Don’t have them….we can help you produce a set of Rules and Regulations which are understood by the residents and enforceable by the Board.  The Consultant will help prepare bid specifications, review work completed by outside contractors and work with your insurance company should there be a claim during the term of the contract.  Your Consultant will look at the Associations Delinquency Policy and make recommendations on its effectiveness.  They will review your budget along with the income and expenditures and make recommendations.  We can even help with your budget preparations and the Budget Ratification meeting.  Your Consultant will review your Agendas, Minutes and Newsletter to assure those documents are relaying the information the homeowners need from their Board of Directors.

After the initial 6 month period we won’t just leave – you will be able to contact your Consultant anytime with questions for the next 6 months.  No matter the time frame of the initial 6 month period, your Consultant will attend your Annual Meeting or any other Members Meeting and work with you to produce a budget.  If there should be an insurance claim during the initial period, we will be there to help you through its completion.

At ACCU, Inc. we understand Associations need help, but often do not know where to look.  Attorneys are an expensive way to give your Association a check up and other management companies want you to sign up for total management.  That is where our programs fit in!  We will work with your Association as a partner to keep it moving forward.  We will work closely with your Board of Directors, contractors and residents.  Understanding the constraints of many Associations budgets; under our comprehensive program we work with your Association for 6 months and spread the payments over 12 months.  This way you can benefit from our experience within your budget.

Meetings        

This includes preparation time in reading 6 months (6 meetings) worth of minutes, discussion with Board members on issues facing the Association.  The Consultant will attend the meeting and interact with the Board and attendees.  The Consultant will then produce a written report with suggestions for future meetings.  The Consultant then will prepare a set of minutes and the agenda for the next meeting (no “new business”).  They will write a newsletter from the items discussed in the meeting and articles from the Board.

Minutes/Agenda/Newsletter Review

Our Consultant will review 6 months worth of meeting minutes, agendas and newsletters to assure communication from the Board of Directors to their homeowners is as concise and up to date as possible.  The Consultant will issue a written report on the findings.  This goes hand in hand with the meeting section. 

Inspections

Our Consultant will make a physical inspection of your community for non ACC issue covenant violations and the general condition of the common areas.  They will write the covenant violation letters, take phone calls and follow up through the process.  The Consultant will issue work orders for maintenance issues using the Association’s vendors or contractors used by ACCU, Inc. with Board approval.

Review of ACC Procedures

This is an addition to the Inspections service.  The Consultant will review the last 6 months of ACC submittals and will inspect the community for compliance with the approvals or identifying homes which have not received approval.  We will then send out violation letters and follow the units through the process. 

Rules & Regulations/Policy & Procedures

Our Consultant will review your Governing Documents including your Rules and Regulations and Policies and Procedures to assure they are clear, enforceable and coincide within all the documents.  The Consultant will submit a written report at a Board meeting. Follow up is included in the fee. 

Budget Review

Our Consultant will review your current budget and the fiscal needs of your Association.  They will review the previous year’s budget and expenses and make recommendations to the Board.  If appropriate, the Consultant will present a draft budget to the Board for their review and changes.  The Consultant will then schedule a Budget Ratification Meeting and do all the preparation work for the meeting.  The Consultant will attend the Meeting to address any questions from your homeowners.

Construction Defect Litigation

Construction Defect Lawsuits are difficult on a community, but are necessary in some cases.  Our Consultant will walk you through the steps beginning to end with the original performance demand letter through trial.  We can help interview prospective attorneys and contractors. Your Consultant will also help you with the tough decisions after trial to assure organized and complete repairs.

Association Accounting Services

ACCU, Inc can offer you full accounting as a stand alone service.  Our Accounting Department follows generally accepted accounting principals and practices which have been adapted to innovative and efficient use in a community association management accounting.  The service includes; monthly financial reports, delinquent account follow up including letters and attorney liaison, lien filing and Title transfer.  ACCU, Inc. maintains a wonderful working relationship with its main banking partner Community Banking (Mutual of Omaha  CABANC)  This relationship assures ACCU, Inc’s clients the best coupon acceptance, no fee banking and great rates for operating and reserve funds along with certificates of deposits.

Please contact David Phifer for a proposal or click Request for Proposal. Please select the area of service you are interested below.