Alliant Alliant Property Management, LLC A New Approach to Association Management!

INTRODUCTION Alliant Association Management is dedicated to providing solutions for community associations. We prepare our clients for the challenges communities face on a daily basis, through guidance, education and technology. We believe professional management matters to associations. Alliant Association Management serves as an expert partner with Board Members, becoming their compass in leading and recommending best practices. Our team approach, internal performance standards and experienced managers work as advocates for the Board and homeowners.

OPERATIONS A CAM (Certified Community Manager) is assigned to your Association. The CAM will attend Board and Owner meetings. Our goal is to make these meetings as productive as possible. Take Minutes Written Management Reports Experienced Recommendations Advise Boards on regulatory compliance issues, which will reduce legal costs.

OPERATIONS Management will provide vendor bids for the Board’s approval. Weekly walk through of property. Alliant provides 24-hour Emergency service, 365 days a year. A C.A.M. is on call 24 hours a day. Manage & track maintenance requests, secure timely performance. Oversee on-site maintenance personnel. Enforce Covenants, Rules and Regulations.

ACCOUNTING Management will prepare a recommended proposed budget for each ensuing year, and facilitate meeting to approve budget. At the Board’s request management will conduct a budget workshop. Collect and account for all monthly/quarterly Maintenance Assessment Fees as prescribed by the Association, and other charges due by owners, using the coupon/lockbox method. Alliant prepares and furnishes to each Director a copy of the Monthly Financial Statement either via U. S. mail or . The financials are issued between the 15 th and 25 th of the following month.

ACCOUNTING Maintain checking, savings, reserve accounts, and other income accounts with a federally insured institution as approved by the Board of Directors. All accounts to be in the name of the Association. Mail notices of delinquency to owners in arrears and take action for the collection of the delinquent assessments. Coordinate with Attorney all accounts that require liens and/or foreclosure. Alliant will disburse funds for the payment of Association expenses on a weekly basis. Management will file the annual State Corporation report, and disburse payment of required fees and licenses.

ACCOUNTING There are four ways to pay the maintenance assessment fees MAIL COUPON & CHECK TO LOCKBOX at BB&T Bank (money is deposited same day). ASSOCIATION PAY - Automatic Direct Debit (third day after fee is due). ONLINE BILL PAY – Using Owner’s Bank or other service to make payments. CREDIT/DEBIT CARD- payments through Alliant’s website.

ADMINISTRATION Process Estoppel letters and applications for sales. Alliant processes all rental applications if applicable for the Board’s approval. We track all leases on our owner database to track renters. Alliant’s insurance professionals will review your current insurance policies with your broker and ensure proper coverage. At the time of renewal of your insurance policies, Alliant’s experts will work with your current broker (or recommend a broker) to negotiate the best possible coverage and costs. Alliant provides superb claims management when the need arises. We coordinate all claims and work with the adjusters to maximize the claim proceeds.

TECHNOLOGY State of the art association management system for accounting and operations. Document management system for electronic document storage and distribution. All critical documents are scanned and are available electronically. Alliant’s website provides interactive request forms for maintenance and accounting. Financials, contracts and other communications can be ed to the Board. Minutes and financials can be posted on our web site (password protected) with no charge.

Selecting the right association management company for your master, condominium or single family community is an important decision. When you hire the professionals at Alliant Association Management, you benefit from a track record of success and an unequaled commitment to client care. WHY ALLIANT?

References  Central Park south Condominium Association, Inc. PresidentAlice Parker Island Cove of Cape Coral Community Association, Inc. President Jim Balsamo The Towers Condominium Association, Inc. PresidentTerry Ondak

TRANSITION Alliant works with former management company during the notification period to ensure a smooth turnover. Transition checklist sent to old management company. Homeowner directory verified and inputted into system. Seed money from existing checking account used to set up new bank accounts. Introductory letter announcing the management change and providing the owners with contact information and instructions on the payment of future maintenance fees. The CAM meets with Board to review the needs of the community and set priorities for the next 60 days. Vendors notified of new management and given new address for invoices and bills. Financials loaded into accounting system with the cash accounts and owner balances reconciled.

CONTACT INFORMATION Fort Myers Office: 6719 Winkler Road, Suite 200 Fort Myers, FL Phones: Fort Myers: Naples: Emergency 24 hour number: Fax: Toll Free: General Web Site: