Industry Leading HOA Management Consultants provide Expertise and Support to Builders and Developers
For nearly three decades, FirstService Association Consulting has been the trusted partner of the country’s most prominent developers and builders, providing the guidance, collaboration and expertise they need to bring their visions to life.
Trusted Management Planning Services
FirstService Association Consulting (formerly known as Merit Association Services) collaborates with national and local builders and developers from coast to coast, resulting in the creation of many of the most successful and iconic planned communities in the U.S.
We combine our deep experience and expert insights with extensive resources and local connections in every market to secure your investment, prevent unforeseen expenses and add value at every stage of development. Our seasoned professional team has a thorough understanding of the issues and challenges confronting builders and developers of projects of all types, ranging from master planned communities, to active adult developments, to mixed-use urban or high rise developments and more.
By leveraging our experience, we create innovative and effective solutions that reduce costs, streamline operations and add value to your project at every stage of development. In addition, we provide you with current and realistic data on HOA trends, HOA budgets and management models, tailored to your market, to help you plan intelligently and profitably. No matter the size, type or scope of your vision, we have the expertise you need to add value and make a difference, both to your project and your future residents.
From our expert guidance and valuable assistance with governance modeling, financial tools and BRE budget preparation, to amenity and management planning and more, FirstService Association Consulting helps shape a distinctive identity, viable operations and desirable lifestyle for your planned community – the keys that capture the attention of buyers, satisfy your residents and position your community for short- and long-term success.
Typically associated with large scale re-development, mixed use projects can bring about a myriad of complexities during the planning of the community’s sustainability and operational effectiveness. Areas of importance include:
- Governance modeling to understand how the various entities will work together in the overall operation of the community
- Budget analyses to understand costs and assessment impacts
- Management planning that ensures an alignment between the developer’s vision and the actual resident experience.
In California our clients include such notable properties such as Mission Bay in San Francisco, Playa Vista in Los Angeles and Central Park West in Irvine among many others.
The successful execution of large master planned communities can be significantly enhanced by partnering with an experienced management company in the early planning stages. We have had the privilege of providing valuable advice and guidance to some of the nation’s premier master planned communities. We understand the variety of agreements and processes associated with the development of such projects. Whether it is the regulatory budgeting processes, master developer subsidy agreements, or amenity use planning, our company has decades of hands on experience and knowledge.
In California our clients include such notable properties such as Ladera Ranch and Rancho Mission Viejo in Orange County, The Great Park Neighborhoods in Irvine as well as Rancho Santa Margarita, one of the largest and most successful master planned communities in the United States.
Lifestyle planning focuses on several key areas, including:
- A vision that maximizes both common area and facility designs
- Available partnerships within the broader community that provide access to a wide range of experiences for the residents.
- Dedicated resources within the community’s staff plan who are experienced and knowledgeable
- A budget that perpetuates secured revenue for the execution of the lifestyle plan
In California our clients include such notable properties such as Lennar’s Natomas Park in Sacramento, Sudbury’s Civita community in San Diego and the Brookfield Homes community of Playa Vista in Los Angeles.
Known for large and diverse recreation and wellness amenities, along with high expectations surrounding event programming and community-wide activities, active adult communities also represent some of the more challenging communities to effectively govern. Significant resident participation, numerous committees and unique service offerings that create financial and operational complexity are just some of the areas needing to be explored and planned for long before the initial residents arrive to the community.
In California our clients include such notable properties such as Shea’s Trilogy communities, Lennar’s Heritage Park community in Sacramento, and Rancho Mission Viejo in Orange County.
High rise developments present some of the most complex elements of association planning and management. The realities of residents literally living on top of one another creates an association dynamic that requires a sophistication and elegance to the management program. Special expertise and knowledge is required in a myriad of areas, including:
- System Maintenance
- Valet Services
- Staffing Models
- Vendor Management
- Lifestyle Amenities and Services
In California our clients include such notable properties such as 3000 The Plaza in Irvine, Watermark in San Francisco and The Americana in Los Angeles.
Redevelopment projects require a long term perspective and historical knowledge pertaining to the incremental stages and the varied site nuances of development. Typically bridging several years and economic cycles, as well as encompassing a multitude of product types and development agreement components, thoughtful up front planning can minimize negative outcomes and perceptions for the master developer, the association as well as the multitude of parties impacted or involved in the development.
In California, our redevelopment clients include such notable properties such as; Bay Meadows in San Mateo and Hollywood Park in Los Angeles (former horse racing venues), The Shipyards in San Francisco (former Hunters Point Naval Base), and The Great Park Neighborhoods in Irvine (Former El Toro Marine Base).
From the small infill projects to large scale attached master planned communities, association planning for condominium projects are often fraught with complexities but at the same time significant value opportunities. Governance modeling is a vital up front planning area that can:
- Minimize the number of actual sub association corporations
- Lower the overall assessment obligations to the resident
- Leverage 3rd party vendor costs and create a more efficient management model for the community.
In California, our condominium projects include everything from small sub associations within large master planned communities, to mid-rise products of varied design and scale, to large scale attached mixed-use communities. Such notable properties include; Mission Bay in San Francisco, Playa Vista in Los Angeles, and Civita in San Diego.
From private gated communities, to resort style projects to custom home developments, single family communities are as diverse in scope as they are in size and scale. Private streets, guard services, recreation amenities, board governance and resident expectation management are just some of the elements that our experienced association management company can help you understand and plan for in order to deliver on the vision of the community.
In California, our clients include such notable properties as; Newport Coast located in Newport Beach, Ironwood located in Palm Desert and The Reserve that is located in Indian Wells.
Asset management and engineering consulting services complement building development and HOA management and help to ensure that sophisticated equipment and shared amenities are protected and continually supported through strategic programs.
Whether you are a developer in need of asset commissioning services and warranty review, a member of a high rise community that requires engineering expertise in complex building equipment, or a resident in a community of family homes with a country club, pool, or other valuable common area amenity to protect, our engineering support services can be customized to meet your needs. By performing regular equipment inspections, educating engineers, implementing preventative maintenance programs, and overseeing emergency protocol creation, our team aims to keep building equipment in excellent working order and to enhance our clients’ property values over time.
Our consistent programs allow us to monitor building system functioning so that repair expenses are anticipated rather than unexpected, helping our clients’ get the most out of their equipment over the long haul. We use the latest technology to perform our inspections, including thermal imagers, energy analyzers, and drones in order to gather a complete picture of our clients’ equipment performance. We also continually train engineering staff and educate them with online courses to keep them up-to-date on the latest methods, policies, and procedures, so that our clients can be confident in their engineers’ abilities to protect and maintain the systems they manage both routinely and in the event of an emergency. While we always hope for the best, we prepare the associations we support for worst-case scenarios, so that if an emergency situation does occur, our clients can feel confident that their assets are safeguarded.
We support our clients’ properties by offering a customizable range of services, including:
- Building engineer education and training
- Preventative maintenance programs that prevent pre-mature equipment failure
- Specialized equipment testing and evaluations
- Recommended solutions for lingering equipment issues
- Emergency preparedness program implementation and review
- Review of reserve studies for accuracy and value
- Energy consumption audits
- Documentation and data-capture of shared asset inventory and maintenance
- Professional project consulting
- Full-building inspections
- Construction defect consulting and support