This presentation will automatically scale to fit any window size.You can make the presentation full screen by pressing F11.Press escape to exit full screen.Mouse-over or tap in the lower left corner to see navigation menu.
Preparing for the future
To provide services to your community and to your member property owners that protect and enhance their investmentsin a manner that provides and the preservation of values and for the maintenance of common facilities and services.
Its all about the Members
What is Best for the Members?
That their investments do not decline in value because of inadequate maintenance.That the community and association enhances their lives and protects their investments.That they are not required to pay more than necessary to preserve and protect their investments.That future assessment costs are predicted accurately with as much notice as is possible.
Protect and Preserve Member Investments
Adopt and use best practices like Reserve Studies and Maintenance Plans
Utilize modern tools and technologies like databases to document and manage the common property
Review and update the CC&Rs, Bylaws and other governing documents
Use a cash flow method with a full funding objective to minimize risks and special assessments
Annually update a Reserve Study and a 30-year Maintenance Plan
HOA Asset List
These are reserve assets. Maintenance and repair costs are paid from reserves
These are business assets. Maintenance and repair costs are paid by operations
Where is your organization?
Repairs & Maintenance
Strategic Planning Objectives
Understand the state of the HOA and how and why it came to beImagine and understand multiple visions of the futureIdentify current and likely changes and opportunitiesIdentify things that the community does well and reinforcing its hallmarks and core valuesDescribe a path to the visions of the future using strengths and opportunitiesDescribe the plan to all members and solicit comments on multiple strategiesPrioritize goals—allocate and plan resource utilizationMonitor accomplishments and solicit and reaffirm consensus on remaining items
Projects and Proposals
Emergency & Unplanned2016-2017
Databases manage and relate data which can be viewed as summaries with as much detail as desired.
30-Year Maintenance Plan Vendor Costs
A 33-year maintenance plan that shows per asset per year averages
and an all-assets total per year average.
30-Year Maintenance Manager or Engineer Tasks
Maintenance Manager or Maintenance Engineer task overview. These tasks will
often become project proposals.
Tasks include anticipated labor time and costs, time of year, the
asset item, and the task expertise that is required.
Task that occur infrequently, like a 25 year road check can have a target date set.
Maintenance Staff Tasks Duration and Costs
Maintenance Staff task overview. These tasks will occasionally become project
30-Year Maintenance Staff Tasks Duration and Costs