Archives: Model Tools

Set Limits on Manager Involvement

Use this language, which sets limits on the number and duration of meetings a manager must attend, in your management contracts to help combat manager burnout within your management company. Show this clause to your attorney before adapting it for your own use.

Post Rules for Your Playground

Here are Model Rules for your playground based on our experts’ recommendations. Talk to your insurance carrier and attorney about adapting them to post at your playground.

Annual Meeting Timeline

Require Owners to Submit Business Use Application

You can have an owner fill out and submit this form when she wishes to use her unit for other than residential use. By requiring owners to submit this application, the board can head off unwanted business uses before they begin. Make sure the association’s attorney reviews the form before putting it into practice.

Tell Members a Special Assessment Is Necessary

Because every situation is different, there’s no boilerplate letter that all association managers can use to inform members of the need for a special assessment. Still, there are common threads in what an effective letter should cover.

Storage Agreement Protects Property, Reduces Liability

We drafted this Model Agreement with the help of Virginia attorney Scott Sterling and Maryland manager Leonard Frenkil. Ask your attorney to help you adapt the agreement for your own use.

Assessment Must Be Paid, Regardless of Grievance

It’s important to take immediate action as soon as it becomes clear that a member is attempting to resolve a grievance by withholding assessments. Work with your attorney to adapt the following letter for your use, and to ensure it complies with the Fair Debt Collection Practices Act.

Solicit Employee Ideas for Improving Productivity

Since your employees know more about what they do than anyone else does, they’re often in the best position to spot changes that could make your community more efficient. Our Model Memo was drafted with the help of California-based motivational speaker and management consultant Anne Bruce. In addition to asking employees for their suggestions, it…

Implement Employee Referral Program

If you decide to implement an employee referral program for your staff, draft a memo introducing it and explaining the rules.

Inform Members About Internet Usage Rules

This Internet usage policy will help members understand how they should use association-provided Internet access and the consequences of improper usage. Show the policy to your association’s attorney before adopting it.