9050 Pines Boulevard Suite 480 Pembroke Pines Florida 33024

People First ∙ Professionalism ∙ Integrity ∙ Commitment ∙ Teamwork ∙ Optimum Client Value
9050 Pines Boulevard ▪ Suite 480 ▪ Pembroke Pines ▪ Florida 33024
BROW: (954) 458 5557 ▪ DADE: (305) 500 2422
www.amgorg.com ▪ [email protected]
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Our Services
AMG is a people-first market leader with an innovative team of dedicated and experienced community
association management professionals committed to promoting and protecting the maximum
value of client properties, their budgetary returns, and their residents’ quality of life.
American Management Group, LLC (“AMG”) specializes in the management of homeowner,
condominium and condo-hotel associations as well as rental property, apartment building and commercial property management. Since the founding of our first Property Management company in
1990 in Massachusetts, we have been in the forefront in the management, turn-around and operational development of 4 Diamond Hotels, Country Inns, planned communities, condominiums and
condo-hotels. Our staff is comprised of seasoned professionals and our services are based upon the
needs of our four to five-star clientele within the community association, resort hospitality and commercial property industry.
With this team of innovators, Westside Property Management LLC was formed as the Rental
Management Division of American Management Group LLC.
From professional business, governance, hospitality, marketing, lease-ups and property management
services to cutting edge technology and Internet, phone and technology services to access control and visitor management that puts our management office online for our associations - we offer a complete and unparalleled solution for our clients.
Since the formation of American Management Group and Westside Property Management, we have developed even more services that allows us
to assist with many of the challenges being experienced by today’s Homeowner and Condominium Associations as well as our Resort and Rental
Managed properties. AMG works with Consulting Florida Projects LLC (“CFP”) for all its construction management projects to ensure that from
the initial Request For Proposal until the completion of the project, all bid specifications and sign-offs are based on the clients needs providing
value, consistency and continuity to AMG’s operations.
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Singularly client-focused provision of a full range of professional on-site community association and property portfolio management services that maximize client boards’ and owners’ peace of mind built on a solid
foundation of honest and open two-way communication
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Expert advisory services
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Proactive problem solving
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Easy-to-use financial planning, management and reporting tools
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AMG productivity and client budget enhancing partnerships with best-in-class third party vendors and suppliers
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Effective best practice models
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Tech savvy, all anchored in a commitment to a clear sense of urgency, continual learning and improvement,
AMG employee advancement, and the conviction that a promise made is a promise kept
9050 Pines Boulevard ▪ Suite 480 ▪ Pembroke Pines ▪ Florida 33024
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Our Services
Training
All aspects of service, hospitality and maintenance training for Front-of-House as well as Back-of-House operations to include
hotel & Condominium Front Desks and Concierge, Clubs, Community Associations, Spa’s and management offices. Partnering with
analytics companies allows for quality control and market trends that fine tune the staff adding additional video and webinar
training. Management Training is held monthly where managers are provided the tools needed, issues are discussed and
resolved, financial and management reports are reviewed.
We conduct quarterly training programs for CEU’s (Educational units for CAM’s) for all line level management and annually a
major series of workshops is put in place to develop and continually create the team that provides ideas and input on operations
from the bottom up. In 2013 AMG has hired a World Class leader in staff and team development to ensure that the employees of
AMG have the most cutting edge systems, styles and technologies to be the leader in the field.
With training regularly scheduled at intervals tied to performance evaluations, the mission statement is always the clear priority.
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Systems & Accounting
AMG will completely computerize and establish the following for you at no cost to the Association:
State-of-the-art technology including on-line assessment payments via credit card or E-check, checking of individual account
activity and an interactive bilingual community intranet as part of the management contract. Digital Accounts Payable for Board
members to approve online invoices with full viewing capability.
Pro-Forma’s, Financial Plans/Projections—monthly, quarterly and annually reviewed
Operating Financial Statements to include Profit & Loss Statements, Balance Sheet, Cash Flow Statements and all supporting
Schedules
Job Descriptions, Policies and procedures, commensurate with company philosophy are setup at the start of the Agreement within the first thirty (30) days to ensure that they are customized to the needs of the Association
All financial books subject to Independent Reviews, Compilations or Audits as dictated by Florida Statute
All financial reports will have a similar format and appearance, and the Chart of Accounts will provide adequate line-by-line breakdowns, allowing for easy comparison and review.
Collections - AMG is the only management company offering a complete collections package (Schedule 2 of the Management
Agreement) from first letter through lien at absolutely no cost to the Association. The Association will collect 100% of what is
statutorily owed. Liens and foreclosures are handled through our legal firm affiliate and foreclosures are processed at out-ofpocket courts costs only. Phone calls are made weekly to delinquent owners, delinquent owners are traced and if renters are
utilizing the unit they are put on notice to pay their rent to the Association.
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Association & Property Management
Whether it is a Condominium Building, Condominium-Hotel, Homeowners Association, Apartment Complex or Commercial
property, AMG and Westside will dedicate all of their resources to ensuring that documents, pro-Forma's, statements, budgets,
and quality standards are developed and achieved.
The key to successful and long term asset management is the property
manager. We will only hire the most seasoned, tried and tested property
managers. This, coupled with a five (5) year business plan that does not allow
for uncontrolled growth so as to maintain a solid foundation of real successes
with the projects in hand.
The Area Managers and Principals of AMG provide full support to the Property
Manager and the Board of Directors starting from the inception of the
Agreement by performing a full transition check to include an Energy audit,
Financial Status Review, and an Operational and Administrative Audit to ensure
that the objectives of the Board are clearly achieved and so that the property
manager is able to focus on the day-to-day job at hand of managing.
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Executive - Curriculum Vitae
Jonathan Louis, CMCA, AMS, PCAM
Chief Executive Officer
Mr. Louis is charged with business development, overall coordination and operational harmony for American
Management Group, LLC (“AMG”) and Consulting Florida Projects (“CFP”)
teams ensuring the achievement of AMG’s client goals and objectives. AMG
manages a portfolio of over 14,000 single family homes, Townhomes, condominiums to include mid-level to high-end Condominiums, Condo Hotels,
Homeowner Associations and Resorts with their respective Clubs, Spas and
shops. AMG’s Principals and Executives are seasoned veterans with world class experiences and
standards.
In January of 2002, Mr. Louis was hired by Coscan Homes Florida to manage the Waterways
Community Association, Inc. (“Waterways”) to include The Point of Aventura (the “Point”)
totaling 3,443 luxury condominiums, Townhomes, marina slips, shopping plaza and one of the top spas in South Florida. In
conjunction with the requirements of the developer controlled board of directors, Mr. Louis
developed the Financial & Reserve Plans and established the Standard Procedures for both
communities as well as the upscale Resident Club & Spa. Mr. Louis incorporated his management
company and continued management of this project for a total of five (5) years.
Prior to moving to South Florida in early 2002, Mr.
Louis was President & CEO of PHM, a Martha’s Vineyard based Hotel, Resort and Condominium Hotel/
Association Management company, as well as MAPS
Marketing and a Destination Management company for a period of thirteen (13) years.
PHM’s specialty was the operation, establishment, renovation
and/or turn-around of 4-Diamond Hotels/Resorts, condohotels and upscale community associations.
PHM’s marketing division, MAPS Marketing, boasted a client listing of over fifty top businesses and
hotels including several Chambers of Commerce. Mr. Louis was also the Managing Agent for First
Winthrop Corporation’s Vineyard and Nantucket properties where he was responsible for the
operation and $13 million dollar historical renovation of two (2) internationally featured and acclaimed
boutique resorts - The Harbor View Resort & Conference Center and the Kelley House as well as the
management of over 51% of Nantucket’s total Real Estate. Included in the portfolio of properties
managed by PHM was the Island Country Club Condominium Trust d/b/a Island Inn, a condo-hotel
adjacent to and part of the PGA Championship Golf Course - Farm Neck, President Clinton’s and then
President Obama’s favorite golf retreat; the sprawling ocean-front
Shawmut Inn (vacation ownership resort) in Kennebunkport with an
Olympic sized saltwater swimming pool located on the beach, worldrenowned restaurant favored by President George Bush & First Lady
Barbara Bush and home to all the Republican Fundraisers for Olympia Snow and others.
For fourteen (14) years prior to forming PHM, Mr. Louis held property positions with Hyatt International Corporation, Hyatt Corporation of America and ITT Sheraton Corporation worldwide.
For several years after leaving Sheraton Corporation, he took over as Vice President of Operations
for the Hospitality Group with ten (10) hotels, four (4) restaurants and three (3) nightclubs based out of Needham, Massachusetts.
In October of 2009, Mr. Louis and Mr. Levin partnered and formed American Management Group, LLC. The combination of
experiences and talents has now taken the business of Management to the next level of quality, care, technology and effectiveness.
AFFILIATIONS:
□ Community Association Institute/NBC CAM
□ Martha’s Vineyard Rotary Club
□ Edgartown, Martha’s Vineyard Board of Trade
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Member - CAM, CMCA, AMS, PCAM
Charter Member & Past President
Past President
EDUCATION:
□ University of Denver, Colorado—B.S.B.A.
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Completed in 3 years—1980
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Executive - Curriculum Vitae
-T he Executive Team American Management
Group is a team of
innovative and effective
professionals, bringing with
them a range of experiences
from full service
management of Resorts,
Condominiums &
Homeowner Associations to
Condominium Hotels,
Commercial Operations,
Rental Management,
Start-up, Development and
Concept Development.
Partnering with only the top
professionals in their field,
your asset will be cared for
and nurtured at
exceptional value.
9050 Pines Boulevard
Suite 480
Pembroke Pines ▪ Florida 33024
Brow:
Dade:
Fax:
Email:
(954) 458 5557
(305) 500 2422
(954) 458 5056
[email protected]
Erik I. Levin, CMCA, AMS
Chief Operating Officer
Mr. Levin graduated from the University of Florida with honors in Business
Administration Management and immediately began working as Director of
Operations for Landmark Investments, a development company. He aided
in the construction, sale and management of several residential communities. Mr. Levin then broke out on his own to form Double Click Companies, a full service real estate company that facilitated real estate sales, construction, financing
and property management. Erik built Double Click into a successful company which had many
realtors, managed several buildings, and financed the purchase of many homes and construction
projects.
In 2009, Mr. Levin partnered up with Jonathan Louis to form American Management Group,
LLC. Erik was able to bring his experience to aid American Management Group in continuing to
provide excellent service to its clients and to help the company grow into new markets and at a
controlled and planned pace. Erik has excellent attention to detail and focuses on ensuring that
the service provided to AMG’s clients are delivered with quality, efficiency and value. Overall, his
goal is to save money for the association’s bottom line while developing operational values.
Erik has strong ties to the community in which he works. He remains constantly involved in local
groups and projects that can benefit his business as well as the community. In particular, Erik sat
on the Board of the Sunny Isles Beach/Aventura Chamber of Commerce, State of Israel Bonds
and CAMP (Community Association Management Professionals).
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Interactive Website
Available Features
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Secured Sign-in on Web-site For Homeowners
Payment of Monthly Maintenance Online
Virtual Management Office
Vendor Resources for Pre-qualification of vendors
All applicable Forms and Community Documents Downloadable or View
Only
Minutes of Meetings / Financials / Budgets / etc. may be viewed online
Additional Services Available and Listed
Directory Updates from Management Systems to Website
Those owners marked as Board members and Committee members within
MS will automatically be assigned the Board and Committee Security levels
Respectively.
Account History Inquiry including Account Balance & transactions
Board Member listing/contact page
Committee Member listing/contact page
Work Order History Inquiry including Status
Violations History Inquiry including Status
Architectural Modification Requests Inquiry including Status
The Board has access Owner’s Account
Information including; Account History,
Account Balance, Work Order History and
Status, Violation History and Status, and
ACC History and Status
The Board can Approve Association
Invoices online for payment.
Our #1 goal is to remain on the cutting edge
of technology.
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Vendor Center
HELPING PROTECT BOARDS AND THEIR ASSOCIATIONS
to, so
your manager will automatically know who’s qualified to participate
in a project and who’s not. Vendors will then
to become and remain compliant. Managers can
also receive ongoing notifications regarding their vendors’ current
VENDOR RATINGS
Vendors are rated by manager users on their performance and quality through our online rating system. The only way a
COMPETITIVE BIDDING SYSTEM
Some community by-laws and states require that certain HOA or Condo jobs go through a competitive bidding process,
scope of work, personal vendor invites, and real-time
bidding statuses. Vendors have 24/7 access to project specifications & proposal forms, to easily compete for your business. Once bidding is closed, a comprehensive proposal report that includes
TRANSPARENT PROPOSALS
With the Vendor Center’s optional sealed bidding process, proposals are only available after the
request is closed. Once
property manager. Once a project is awarded to a
vendor, that vendor is sent an award email, while the other vendors are
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AMG Collections
American Management Group LLC (“AMG”) will provide all of these collection services listed below to the Association
at 100% no cost or fees. 100% of fees and costs will be collected only from the homeowner (based on the number of
collection files, AMG may have to be reimbursed for out of pocket foreclosure court costs). If they are not recovered,
the Association will not owe AMG or its affiliates any money at any time. We feel as the Community
Association
Management Company we have the most knowledge of the Associations needs. Also, we know immediately when all
owners become delinquent. Therefore we can start collections immediately on any delinquent homeowners. AMG will
take over the entire collection process including all letters, liens and foreclosures. AMG will be the one-stop for all
collection needs. There will be no need for any other Collection Company or Law Firm to contract with the Association.
AMG will need to employ third party vendors to handle certain functions of collections. However, this will be at the
sole cost of AMG; never the responsibility of the Association.
AMG will staff a full time collection manager for all our Associations. This is in addition to many other collection callers,
attorneys and office staff. However, this person’s role will be to know every single unit in collections and constantly
deal with each unit on a daily basis. AMG will guarantee that 100% of this staff member’s time will be for Association collections. This staff member will work at a minimum of 40 hours per week. AMG will be paying for this and
other staff members, and all expenses associated with this new hire.
AMG will provide all of these additional services listed below at no cost to the Association.
MAILINGS:
AMG will send out the official demand letters as per Association Collection Policy within 48 hours of any homeowner becoming delinquent.
All letters will be pre-approved by the Board.
Letters will be mailed to all known addresses of the delinquent owner.
The Board will decide the schedule of which of the following letters to send and when –
Friendly Reminder ∙ Secondary reminder ∙ Demand Letter ∙ Foreclosure warning letter ∙ Quarterly Statements
CALL CENTER:
AMG will take a proactive approach to collections.
AMG will reach out weekly to ALL of the delinquent owners.
Calls begin within 48 hours of a delinquent account being turned over to AMG.
The Board will determine the call frequency.
AMG will perform skip tracing to attempt to find correct contact information on each owner that is not on Association Record.
All collection calls will be handled solely by this AMG staff member.
All calls will be handled within proper FDCPA guidelines.
Liens and Foreclosures:
AMG will have the authority to outsource to a Law Firm of our choosing to handle all Liens and Foreclosures.
AMG will bare all responsibility of all cost and fees associated with the attorney. At no time will the Association
be responsible for any fees or costs. This will include but not be limited to all court costs, all lien costs and
all foreclosure costs (please note that if the Association is over 1000 units there are no foreclosure costs; if under
1000 units, the Association will only be responsible for out-of-pocket court costs) and fees if they cannot be collected. This Firm will be on 100% contingency. Their fee will be in addition to what the Association is statutorily
owed, NOT from what is collected.
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AMG Collections
ACCOUNTING:
AMG will confirm proper amounts owed to the Association.
AMG will account for all assessments, late fees, fines and interest calculations for payments received from delinquent owners.
DEMAND OF RENTS (If applicable):
For all delinquent properties that are rented, AMG will facilitate the collections of monies as per the Florida
Statute.
AMG will prepare notices for the Demand of Rents to the owner and tenant.
When necessary, AMG will facilitate the eviction process.
ASSOCIATION COLLECTION POLICY:
AMG will assist and consult with the Board in making sure a proper Collection Standard Operating Procedure
(“SOP”) is in place.
AMG will strictly follow the SOP.
REPORTING SERVICE:
AMG will monitor, review and prepare all collection reports for the Association.
AMG will provide the following reports to the Board –
A Public Records Report:
All Association and Bank actions to-date; including foreclosure filings, letters, final judgments, sale
dates, etc…
Identifies the accurate title holder.
Balance due by owner.
Occupancy of unit (owner, renter, vacant)
A Note Report: Includes all communications and activities that have occurred by unit –
Phone conversations
Negotiation details
Payment Plans
Skip tracing activity
Letters mailed
Emails
Faxes
A Financial Report –
Detailed breakdown of all monies collected by AMG.
Breakdown of the monies received will be per Association by property.
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AMG will be in charge of ALL closings of ALL files:
Before a delinquent file is closed, AMG will coordinate the entire process
between the Board and the legal team.
AMG will conduct a final financial review before the file is deemed
current.
All amounts will be approved by AMG and the Board prior to closing the
file.
Part of AMG’s responsibilities will be to handle all short sales.
AMG will be the sole point of contact to all the parties in this transaction
to include; buyer, seller, real estate brokers, attorney, title company,
mortgage broker, etc.
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Digital Accounts Payable
We have established an Automated Payables Lockbox to help us
manage our payables better. It will not only save you time and money .
But offer better control and efficiencies.
How does it work?
Just as your assessments are sent directly to your bank for processing, vendor invoices for your association are
sent to our payables department for processing. Here, images are electronically imaged and put online to be
viewed and approved. Instead of moving paper invoices around to the various people involved in the approval
process, this process is now facilitated through an online electronic approval process. We view the invoices
online for each association, ensure that the coding of the invoice is correct, and once we approve the invoice,
the invoice is sent to your queue for approval via your community website that we provide. Any morning you
have invoices waiting in your queue, you will receive an email notifying you that there are invoices you need to
approve. You simply logon to your community website, click on Payables and view the invoices in your queue,
and approve them for payment. Just like online bill-pay, your approval for a payment initiates a check payment being sent out to the vendor from your bank.
Why should we change the way we pay invoices?
Old process is paper intensive – The way we approve invoices now is very paper intensive, which can obviously be
prone to mishandling and potentially getting lost. With this service, we have an electronic archive of all the invoices processed for your association.
Invoice searching easier – By having electronic images of invoices in an online system, it is much easier to search for
invoices based on specified search criteria.
Better control of approvals – An online process for approving invoices ensures that all of the required approvals for an
invoice get made.
Approve invoices anywhere with internet access – Instead of waiting for payments to come in the mail for approval
or waiting for a board meeting, invoices can be approved by you at home or work, anywhere with internet access.
Extra mail routing eliminated – The extra mail routing for payment approval is eliminated, meaning less of a chance
that a payment can get lost in the mail.
Avoid late fees – This process for approving invoices online is proven to be a more effective way of getting invoices approved on-time or early.
Audit trail of who’s approved and viewed invoices – This system tracks every action that is taken on an invoice, so
we can always see what action has been taken by whom and when.
The TAPS is very easy to use – You will find there are two screens that you will use to approve invoices. One screen
provides a list of the invoices requiring your approval (My Invoices) and one screen shows the invoice image and the various coding details (Invoice Detail). Both of these screens are shown below and are what you would see within your web
browser. In addition, there are two screens that let you search for invoices and payments for your association.
My Invoices Screen - The “My Invoices” screen displays all invoices pending your approval, and allows for quick invoice
approval. It enables filtering by Vendor and Expense Code as well as easy sorting of invoices by Invoice, Vendor, Amount
and Dates. As a board member, you will obviously only see invoices requiring approval for your association.
Invoice Detail - The Invoice Detail screen allows you to view the invoice and the invoice’s coding details, as well as approve or reject an invoice. As a board member, you will be unable to change the coding information for the invoice. However, if you feel an invoice was coded incorrectly or the association was incorrectly invoiced, you may reject the invoice
and include a reason for the rejection in the internal notes section. This will send the invoice back to the manager so they
can make the necessary changes.
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Energy Audits
SCOPE OF WORK
An investment-grade energy audit and walk-through will result in a detailed analysis of the current electrical
consumption and a proposal of energy efficient technologies that will save facilities upwards of 15% on their
electrical consumption and reduce the facility’s operational and maintenance costs upon implementation. All
proposed upgrades must conform with better business practices that will address only the most costeffective saving measures. Furthermore, independent power generation analysis must be considered to
further increase savings while ensuring increased power reliability and an additional revenue stream for the
facility.
OBJECTIVES
Required Direct Benefits for the Facility:
□ Significant savings on energy, operational & maintenance expenditures (these costs represent up to 50%
of a building’s overall expenses)
□ Increased property value because of reduced O&M and infrastructure upgrades
□ Increased Net Operating Income (NOI)
□ Mitigate consistent rising utility costs (peak demand charges and fossil fuel shortages)
□ Ability to manage a building portfolio’s energy consumption remotely
□ Reduction of greenhouse gases
CRITERIA
Mandatory Finding in Energy Audit:
□ A detailed report that shows current energy consumption including base-load and seasonal usage
□ Proposal that details lighting and electrical recommendations for upgrades, estimated annual costs
savings, and pricing with Return-on-Investment (ROI)
□ A structured energy plan for recommended upgrades, based on priorities for the reduction of energy
consumption in the facility
□ If applicable, a comprehensive tax rebate and credit analysis that will focus on EPA Act 179D, cost
segregation, utility rebates and incentives, and local and state tax incentives
□ Financing solutions for recommendations that minimize upfront capital expenditures for the facility
WORK
The Energy Audit Consultation will include, but will not be limited to:
□ Non Diagnostic Consultation (detailed evaluation of energy use that includes lighting, heavy appliances,
heavy electronics, HVAC, etc.)
□ Diagnostic Energy Consultation for main electrical panels and analysis for power generation based on
best business practices
REQUIREMENTS TO INITIATE AN ENERGY AUDIT (if available):
□ The last 12 months of the facility’s electric bills
□ Electrical, mechanical, and lighting schedules for the facility
□ Full access to the facility to take measurements during peak hours and conduct the energy audit
□ Have a designated liaison for building facts and documentation needs (i.e.: Facilities Manager, Building
Engineer, etc.)
sun-sentinel.com/business/real-estate/condos/fl-awards-condocol-0127-20100126,0,4663214.column
South Florida Sun-Sentinel.com
Community associations find ways to thrive...
Keys are cutting costs and bringing in new revenue
Daniel Vasquez on Condos & HOA’s
Condo Columnist - January 26, 2010
In many ways, the Melrose Point at Monarch Lakes condominium community offers a beacon of hope — and a host of lessons —
for scores of financially struggling South Florida associations.
Although the bad economy and record-low real estate market have devastated thousands of South Florida condo and homeowner
associations, Melrose Point is among those that have been able to make ends meet and maintain well-run communities.
We have found ways to not only survive these tough times, but to thrive," said Natalie Oliveros, who manages the 357-unit condo
community in Miramar.
Melrose point is among about 200 associations self-nominated for the second annual Florida Communities of Excellence Awards,
hosted by the Florida Community Association Journal and the Becker & Poliakoff law firm in Fort Lauderdale. About 30 of the
submissions represent South Florida. That's a big improvement over last year, when none in the region were nominated.
Since the beginning of the year, Melrose Point began tightening its finances and expenditures and found ways to shave as much as
$30,000 from operating costs, said Oliveros, who works for Aventura-based AMERICAN MANAGEMENT GROUP.
To accomplish the financial feat, the condo renegotiated most of its vendor contracts for service, such as landscaping, pool service
and pest control.
The association started a collections program for owners behind in maintenance payments, putting some on payment plans, and
applied for rebates and refunds from Florida Power & Light and its insurance carrier.
"We saved enough money to reduce our maintenance fees by at least a little bit," Oliveros said. "That made our owners very
happy."
Daniel Vasquez can be reached at [email protected] or 954-356-4219 or 561-243-6686. His condo column is
published every Wednesday in the Local section and at SunSentinel.com/condos.
9050 Pines Boulevard ▪ Suite 480 ▪ Pembroke Pines ▪ Florida 33024
BROWARD (954) 458 5557 ▪ MIAMI-DADE: (305) 500 2422
www.amgorg.com ▪ [email protected]