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ASSURED ASSOCIATION MANAGEMENT, INC.
 
 
 
 
 
 
 
 
 
Introduction to Management Services
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
TABLE OF CONTENTS
Contents
Letter to The Board_______________________________________________________________________________________1
About Our Company______________________________________________________________________________________2
Scope of Services_________________________________________________________________________________________ 3
Management Proposal___________________________________________________________________________________5
References________________________________________________________________________________________________6
Contact Information______________________________________________________________________________________7
 
LETTER TO THE BOARD
Page 1
 
 
I'm writing to express our interest in providing your community with professional HOA Management Services.
Enclosed you will find an introduction to our company and the services we provide.  I would welcome the opportunity to meet with you and your fellow board members to speak more about what our company has to offer.
 
Sincerely,
Margie Maxwell
ExecutiveOfficer
MARGIE MAXWELL
2500 Legacy Drive, Suite 220
Frisco, Texas 75034
Phone:469-384-2088 Ext. 101
Fax:469-384-4653
Email:mmaxwell@assuredmanagement.com
Web: www.assuredmanagement.com
 
ABOUT OUR COMPANY
Page2
AboutOurCompany
AtAssuredManagement,weprideourselvesinhavingmorethan50yearsin combinedseniormanagement
experienceintheassociationindustry.However,itisnotourtenurethatsetsusapart,it ’sourpassionfor
makingadifferenceinthecommunitiesweserve,andourcommitmenttoexcellenceinallwedo.
Our focus is solely on the community association industry.  As members of CAI (Community Association
Institute),andthroughcontinuingeducation,ourmanagementteamiskeptapprisedoflegislativechanges,
aswellasproposedlegislationateverylevel.Ourstaffalsobenefitsfromindustryupdatesvialocalchapter
meetingsonaregularbasis.
Knowledge of the local area combined with unparalleled resources and superior technological expertise
provideourcommunitieswithlargescalebenefits,fromacompanythatissmall enoughtoknowyourname
andvalueyourbusiness.
Assured Management brings an innovative philosophy to association management. Structured with the
communityinmind,ourdirectteamapproachprovideshomeownerswithaperson,notadepartment.Our
managementteamfocusesontheindividualcommunity’sneeds,familiarizingourselveswiththeassociation,
toknowledgeablyandeffectivelyguideandassisthomeowners.
Whetheryourequirefullservicemanagement,accountingorconsultation,welookforward toputtingour
vastexperienceandqualifiedresourcesatyourservice.
SCOPE OF SERVICES
Page3
ScopeofServices
MAINTENANCE AND OPERATIONS
Completion of cost effective and efficient contract bidding, negotiations and administration.
Verification of insurance and bond coverage for all contractors providing services to the Association.
Completion of field inspections and field supervision of contractors.
Identification and notification to the Board of serious non-routine maintenance needs along with
proposed solutions.
DEED RESTRICTION COMPLIANCE
Completion of regular property inspections to review the property appearance and condition as well as
overall curb appeal.
Preparation and submission of non-compliance letters to homeowners in accordance with the
Association’s policies.
Presentations of monthly deed restriction enforcement report to Board of Directors, detailing compliance
issues and actions taken.
Cooperation with the Architectural Control Committee in accepting, reviewing and notifying
homeowners of approval status of application for modifications/additions.
COMMUNICATIONS
Board Meeting assistance including provision of meeting room (if needed), and agenda compilation and
distribution including e-blasts and website posting.
Provision of Annual Meeting assistance including provision of meeting room, proper mailing of meeting
announcement, assistance in securing a quorum, and agenda compilation and distribution.
Administration of Rules and Regulations including Architectural Control.
Information requests, complaints, and request for assistance documentation resolution and follow up.
Prompt completion and processing of Resale Certificates and provision of assistance to owners and real
estate agents working to sell homes.
Administration of websites and or portals at the request of the board.
SCOPE OF SERVICES
Page4
FINANCE
Reception, recording and payment of all accounts payable.
Preparation, distribution of billing, posting, receiving and depositing of accounts receivable.
Pursuit of delinquent assessments including written communications, timely interface with the
association attorney on severely delinquent accounts, and periodic reports to the regional credit bureau.
Resolution of owner assessment inquiries.
Advisement and assistance to Board of Directors on assessment matters.
Maintenance of all files and records necessary to insure a good record of activities.
Annual analysis, administration and coordination of insurance coverage and purchases subject to Board
review.
Monthly reconciliation of all accounts and bank statements.
Production of monthly financial reporting including but not limited to Balance Sheets, Income and
Expense Statements, and Budget Variance Analysis to be delivered to board quarterly.
Provision of assistance and cooperation in auditing.
Compilation and submission to the Board of a recommend annual budget.
CLERICAL
Maintenance of an up to date roster of owners and mortgagees.
Reception of all incoming telephone and mail communications.
Preparation and routing of all incoming and outgoing mail.
Maintenance of records of all contracts, warranties and other items important to the verification of
services performed on the property.
Assist board with general correspondence for business matters of the association.
Maintain all records of the association consistent with State law and association policies.
MANAGEMENT PROPOSAL
Page5
ManagementProposal
Managementagreementhighlights and pricing are as follows. Please see the proposed contract for details.
CompensationtoAMIintheformofamonthlymanagementfeeat$3.50perlot,permonth.
Thecontractmaybeterminatedbyeitherpartywithnolessthan60days’notice.
Otherfees,asdescribedinExhibitA,willbechargedastheyariseintheformofmonthly
administrativecosts.
REFERENCES
Page6
References
Mr.ChanceRutledge,President
SummitFairwaysHOA,McKinney(298lots)
WestridgeMasterAssociation,MemberatLarge
(469)964-0439
tabascogolfer@hotmail.com
Mr.DavidBooth
DRHorton–EastDivision(variouscommunities)
214-607-4244
dbooth@drhorton.com
Ms.DonnaPryor,FormerPresident
StonebriarVillageHOA,Frisco(625lots)
donnapryor@ebby.com
Ms.OleviaVaughan,President
PrestmontHOA,Frisco(250lots)
972-377-6908
vaughango@sbcglobal.net
COMPANY INFORMATION
Page7
CompanyInformation
AssuredAssociationManagement,Inc.
2500LegacyDrive,Frisco,Texas75034
Tel(469)480-8000
Fax(469)480-8080
www.assuredmanagement.com