Maredith Management Brochure

DEDICATED to the success of your

community, and ours.

We understand your dedication.

• You care deeply about your HOA investment.

• You want a professional management company that has the experience to advise the board, giving you time to address current issues facing your community.

• You are busy people with other responsibilities besides the HOA.

• You want a management company that values your business.

• You want a management company with the resources to make your lives and your members’ lives easier.

• You want a management company committed to helping you achieve YOUR goals and dedicated to serving your association.

• You want a management company providing the highest level of service while using the most effective tools available in the industry—at a fair price.

• And most importantly, you want a management company that you can trust.

• You are community volunteers.

• You want a management company that is staffed with passionate team members who can bring the highest level of customer service to your homeowners.

Maredith brings you the very best in association management services.

a respected management company providing personal service We are Maredith: coupled with cutting edge technology.

As an industry leader, Maredith brings you the very best in association management services. Our emphasis on education, training, and certification sets us apart. Designated as an Accredited Association Management Company (AAMC) by the Community Associations Institute (CAI), Maredith has proven our commitment to the highest ethical, professional, and fiscal standards in the industry.

Maredith’s team-based culture provides the talent, experience, and resources to create custom solutions for our client organizations delivering exceptional service to their leaders and members.

Accreditation

Proven leader

Customized solutions

Maredith is an Accredited Association Management Company (AAMC), as designated by the Community Associations Institute (CAI). We are proud to be one of less than 250 AAMC’s worldwide.

Founded in 1986, Maredith has over a quarter century of experience.

Certified in Maryland, DC, and Virginia, Maredith is the only accredited management company based in Southern Maryland.

Maredith serves your unique needs. We offer a wide range of services that can be tailored from targeted assistance with one area of focus to full service comprehensive management.

Certification

Powerhouse management with a local touch

The Maredith team receives continuous training through CAI, ensuring that your board will be well-served by a Certified Manager of Community Associations (CMCA).

Our community is your community.

Our local knowledge allows us to bring you the best professional advice, tailored specifically to accomplish your goals.

1

FROM

CRISIS to

In 2011, one of our most valued clients came to the Maredith team seeking a new way forward. The KTC Townhome Association was facing a major fiscal crisis. Utility bills and legal costs were mounting, while special assessments were requested to cover their falling revenue.

Volunteering was at an all-time low, leaving all the work to two board members.

Maredith helped turn this crisis into an opportunity. After tailoring a contract to meet the board’s specific needs, we were able to reduce management fees, provide real time and remote access to financial information and invoice review for the board, and encourage renewed energy and board participation through streamlined communication.

We do it all so you don’t have to.

Regardless of community size, we can meet your needs. Maredith has the talent, experience, and resources necessary to support and enhance strong and healthy communities. Our custom solutions combine the latest in technology with a personal touch. By offering the absolute best in management services, Maredith makes it easy for you.

• Full Service Homeowners Association Management • Homeowners Association Consulting • Financial Management • Project Management • Professional Advising • Liaison with Contractors • On Site Staffing • On-Line/Teleconference Meetings • Delinquency Reduction Programs

2

• Community Website Hosting

• Meeting Notice & Facilitation

• Comprehensive Vendor Presentation

• Liaison with your chosen insurance agent, attorney, landscaper, and reserve engineer.

• Electronic Records Storage • Board Training & Education Program • Green Initiatives: Paperless & Carbon Reduction Program • Covenant Inspections via GPS Smartphone Technology • Real Time Financial Report Review • Electronic Invoice Review & Approval • Administrative Support

• Facilitation of tax preparation and independent audit with your chosen accountant.

• Real Time Inspection Reports • Architectural Review Portal • Homeowner Customer Support • Resale Package Processing

Maredith is one of only 250 Accredited Association Management Companies worldwide.

We serve 60+ associations in various stages of development in the Washington Metropolitan Area.

Some clients have been working with the Maredith team for more than 20 years! Whether your community is just beginning or is fully built out at 1,000+ doors, we stand ready to assist you!

Our diverse portfolio has given us a wealth of knowledge to share with your association on best practices, from real experiences. We know that one game plan does not fit all of our associations’ needs, so we’ll customize a contract especially for your community.

We will work with the association’s independent auditor and recommend that you receive an annual audit of the association’s records.

“ After hearing her story we realized that this crisis could become an opportunity.”

3

covered.

RELAX ... we’ve got it

In 2013, the Aspen Woods Homeowners Association Board approached the Maredith team seeking out an alternative management company. Their role as HOA board members under their last management company involved the day-to-day operations of the association and had therefore become almost a full time position. For example, the volunteer board followed up on missing invoices, researched lost HOA payments, and responded to disgruntled homeowner concerns. They wondered—what does a management company actually do?

Maredith stood ready to accept this challenging transition.

Over the course of 6 months, Maredith caught the HOA up on all bill payments, corrected the homeowner accounts, reinstated insurance and the association’s collection attorney, secured an independent audit, filed taxes, and reinstated the association’s corporate charter. At the end of the year, the Aspen Woods Board of Directors attended Maredith’s Annual Community Leadership Banquet where they were thanked for their volunteer service to the community along with other dedicated HOA volunteers throughout the region.

President Scott expressed his thanks and appreciation as ASP closed the year out with confidence and a whole lot of spare time!

Maredith makes sense.

Maredith makes it easy.

We save HOA boards time and money. Using the best tools in the industry, we tailor our services to preserve the most valuable resources: your time and money.

We offer full service accounting and financials for all of our clients. Accurate records are critical; it is paramount to work with a management company that understands the importance of safeguarding your association’s funds from fraud and embezzlement.

“ Offering high tech solutions allowing

for real time financial and document review.”

4

We take our role as record keeper seriously.

Using the industry’s latest technology, Maredith makes detailed reports available to our board clients in real time from anywhere in the world. Each of our valued clients are assigned a Certified Manager (CMCA) to answer questions and to tackle the projects that are important to them. From our paperless filing system to our cloudbased accounting portal, you will see the difference in having a Maredith-managed association.

Easy payments

Easy approvals

Maredith utilizes lockbox banking, recommended by the Community Associations Institute (CAI), which allows for direct deposit of owner payments into the association’s account. This efficient process reduces the chance for misappropriation of funds. Homeowners can pay their dues by credit card or e-check online, or by mail.

Maredith’s state-of-the-art Accounts Payable System uses the Strongroom Solutions’ software platform. Log in any time to approve or deny pending invoices prior to payment or review the current checking account balance in real time.

Paperless record keeping and filing HOAs are required to provide association records to homeowners upon request.

With Maredith’s electronic record-keeping, we ensure that the association is meeting these requests in accordance with the law and keeping their homeowners happy. In addition to routine requests from homeowners, we facilitate the distribution and processing of all resale packages and demand letters online for easy tracking and processing.

5

Maredith manages with style.

Personal touch

Team-based

While Maredith is an industry leader—providing your board with the most powerful tools available today—we embrace our roots as a small local business.

The value of any company resides in the capabilities and spirit of its employees.

We know what service your community needs because we are a part of your community.

As a director, you can rest easy knowing that your board, homeowners, and vendors will receive prompt and courteous communications with Maredith.

Clients are assigned a community manager and have a 24/7 emergency number; homeowners are responded to within two business days. In short, we treat your homeowners like they are our neighbors—because they are.

Maredith operates using a “team concept” and empowers employees to achieve their goals through a self-directed, cooperative approach. Through weekly staff meetings, team building, and constant emphasis on improving our services, our

team is engaged in every aspect of company operations. They are prepared to best serve our clients.

Education and training of managers Maredith provides training for all of our community managers through the Community Associations Institute (CAI).

“ It’s nice to work with someone who clearly enjoys their job.

Despite how demanding the workload gets, you make us all feel special. ” Venetia Brown, President, Hillantrae (HOA)

Nothing but the

BEST

“ Professionals who earn CAI credentials maximize the value they can provide to their community

association clients....Not only have these professionals demonstrated a personal commitment to self-improvement, but they have also elevated their practical knowledge and expertise.

That’s what all community associations need, and what board members and residents deserve.”

Thomas M. Skiba, Chief Executive Officer, CAI.

6

We value relationships.

Keeping connected

Board seminars

Maredith serves as the liaison with vendors and contractors that you select. We maintain a robust vendor database, audited to ensure all insurance certifications are current. Additionally, all vendors who submit proposals for projects are required to list your association as the additional insured.

We offer seminars to educate our board clients on the topics of interest to you and to provide an opportunity for our clients to hear from the professionals, ask questions in a relaxed setting, and learn what other board leaders are doing in their associations.

As a member of the Washington Metropolitan Chapter (WMCCAI) and Chesapeake Chapter (CAI/CRC) of the Community Associations Institute, Maredith attends the annual expo and frequent seminars in search of the most exceptional vendors in each industry. We are always cultivating new relationships to better serve our clients’ needs.

Maredith also works with industry leaders around the country to share best practices, ensuring that you are provided with the highest level of service.

Recent seminars have included Audits, Collections, Insurance, and Violations/Covenant Inspections.

Celebrating you Maredith knows that our board clients are volunteering hours, days, months, and years of personal time. Often you serve without a simple thank you from the community members. In 2013, Maredith launched our Annual Community Leadership Banquet.

Our inaugural event was an inspiring night celebrating the spirit of community service that drives each of the association

board members to leadership. It is our opportunity to say thank you.

Forward progress There are nearly 250 AAMC management companies worldwide who have earned the highest level of professional recognition in the community association management field —Maredith is one of them.

From CAI’s website, “The AAMC accreditation demonstrates a company’s commitment to providing the unique and diverse services community associations need....Their staff have the skills, experience, and integrity to help communities succeed. Its managers have advanced training and demonstrated commitment to the industry...”

7

Ask yourself, does the competition match up?

At Maredith, we promise and deliver the absolute best in management services. With Maredith, you can expect: R esponse

to e-mail within 2 business days.

E lectronic

storage for all association records.

A ssociation

operating account information available in real time, any time, for board members.

B oard

members can approve invoices online.

24/7

emergency line to management for board members.

V IP

access line for board members during business hours; dial directly to your community manager.

Covenant

inspections done using smart map technology, traceable in real time with integrated photos and violations that can be emailed or sent USPS.

Exterior

alteration applications tracked and processed online in a user friendly portal.

Electronic

capability.

board meeting

Assessments

paid online with all major credit cards or e-check.

E-statement

capability.

E-blast

updates to homeowners.

Return

Mail Tracking.

Team-based

model.

management

Educational

opportunities for board members.

Annual

appreciation banquet for dinner and awards; let us woo you!

A

“can do it” attitude!

eed a powerful management N company with the passion and expertise to make your community thrive? You’ve found us!

See how we

STACK against UP our competition.

8

We are: Certified Community Association

Managers (CMCA).

Accredited

Association Management Company (AAMC).

Member

of the Community Associations Institute (CAI).

Experienced;

Maredith has been in business for over 25 years.

Dedicated A

to customer service.

fully insured company.

Reliable

and responsive.

Flexible;

offering tailored

services.

Family-owned.

Green;

environmentally friendly.

Innovative

focused.

and technology-

Committed

to education and training.

Working

to find you the best contractors in the business.

Simply

the best in the business; let us prove it.