FW: spa

[Baum, Michael]

FYI

 

 

From: Shannon Wanger <SWa...@TheDartmouthGroup.com>
Date: Friday, August 29, 2025 at 11:54 AM
To: Baum, Michael <ba...@bu.edu>, Mike Martinello <MMart...@TheDartmouthGroup.com>
Subject: Fw: spa

Hi, Michal,

Please see below response from accounting. 

---

From: Christopher Morgan <CMo...@TheDartmouthGroup.com>
Sent: Friday, August 29, 2025 11:44:13 AM
To: Shannon Wanger <swa...@thedartmouthgroup.com>
Subject: Re: spa

Hello Shannon,

    I took care of this earlier. Their payment came in after the collections process was done so the payment didn't reflect. I have removed our fee and pulled it from collections. I have also reached out to the attorney to have their notices waived. 

Jaime was speaking with Erik earlier and informed him of this. 

*Please note…I will be on vacation from of September 1^{st - September 15th.}

Chris Morgan

Accounts Receivable Staff

The Dartmouth Group– An Associa® Company

131 Hartwell Avenue, Suite 115

Lexington, MA 02421

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

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Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

---

From: Shannon Wanger <swa...@thedartmouthgroup.com>
Sent: Friday, August 29, 2025 11:42 AM
To: Christopher Morgan <CMo...@TheDartmouthGroup.com>
Subject: spa

 

Chris  can you help resolve the below issue….

 

Best Regards,

Shannon Wanger

Portfolio Manager

The Dartmouth Group– An Associa® Company

131 Hartwell Ave, Suite 115

Lexington, MA  02421

O: 781-533-7273

F:  781-275-5842

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

 

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The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act

of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a

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writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National

Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

From: Baum, Michael <ba...@bu.edu>
Sent: Friday, August 29, 2025 11:40 AM
To: Eric Silberstein <ericsil...@gmail.com>
Cc: Shannon Wanger <swa...@thedartmouthgroup.com>
Subject: Re: question re my condo fee

 

Caution: [EXTERNAL EMAIL] This email originated from outside the company.

 

Hello Eric,

 

I assure you the SPA trustees have not directed anyone to place a lien on your property because of confusion about and/or a delay in paying an outstanding HOA fee.  This step was taken by the accounting department of The Dartmouth Group (TDG), our management company.   The Trustees will take steps to improve the accounting services provided to SPA by TDG, including issues related to communication with owners about monthly fees and their timely payment.  

 

I’ve alerted our property manager, Shannon Wanger (copied on this email), about your complaint.  You should be in touch with her to resolve the issue/remove any lien on your property.  

 

Thanks for being in touch with the SPA trustees.

 

Michael Baum (SPA Trustee)

 

Michael J. Baum

Emeritus Professor of Biology

Boston University

150 Saint Paul St. #107

Brookline, MA 02446

617 834-3362 

ba...@bu.edu

 

 

 

From: Eric Silberstein <ericsil...@gmail.com>
Date: Thursday, August 28, 2025 at 5:31 PM
To: Baum, Michael <ba...@bu.edu>
Subject: Fwd: question re my condo fee

Hi Michael--are you on the board of our condo this year? I'm hoping you can help me with this or point me to the right person. I received a letter from a law firm that a lien was placed on my unit. But why would either the board or the management company take such a step? I received a letter from the association a few weeks ago that I had an outstanding balance and I took care of it right away. Best,

 

Eric

617-513-4159

---------- Forwarded message ---------
From: Eric Silberstein <ericsil...@gmail.com>
Date: Thu, Aug 28, 2025 at 5:25 PM
Subject: Re: question re my condo fee
To: TDG Client Services <ClientS...@thedartmouthgroup.com>
Cc: TDG Accounts Receivable <As...@thedartmouthgroup.com>

 

Hi,

 

I received a letter today from a law firm saying that a lien has been placed due to an outstanding balance. As you can see in this thread, I took care of the outstanding promptly after receiving your letter in early August.

 

-Eric Silberstein 617-513-4159

 

On Wed, Aug 13, 2025 at 5:24 PM Eric Silberstein <ericsil...@gmail.com> wrote:

ok, thanks, I paid the balance and changed it to the $1317 amount going forward

 

On Wed, Aug 13, 2025 at 3:21 PM TDG Client Services <ClientS...@thedartmouthgroup.com> wrote:

Hi Eric,

 

Thank you for your email. I have attached the budget letter, which explains your monthly condo fee, as well as the capital improvement loan fee.  Collection of this loan fee started in January of 2025 and is anticipated to end no later than December of 2027, as indicated in the letter.

 

I also attached your transaction history, which breaks down your payment and missed payments for the rentals. Rental fee is $100 per month. 

 

Let us know if you have additional questions.

 

Have a great day!

Regards, 

 

Jet Cruz 

Client Services

The Dartmouth Group– An Associa® Company
131 Hartwell Ave Ste 115, Lexington, MA 02421
O: 781-275-3133 F:  781-275-5842 
Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.
www.TheDartmouthGroup.com
Three ways to connect: Subscribe to the blog • Like us on Facebook • Tell us about your experience!

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems. The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

 

---

From: Eric Silberstein <ericsil...@gmail.com>
Sent: Wednesday, August 13, 2025 2:33 PM
To: TDG Client Services <ClientS...@thedartmouthgroup.com>
Cc: TDG Accounts Receivable <As...@thedartmouthgroup.com>
Subject: Re: question re my condo fee

 

Caution: [EXTERNAL EMAIL] This email originated from outside the company.

 

Hi Jet,

 

I received a letter about a late fee due to what I think must me paying the slightly wrong amount each month. I still haven't heard back on this email thread. Can you explain what my monthly payment is, how much of that is for paying back the loan, and when will it revert back to the regular amount? I definitely agree with the strategy to pay the loan back quickly. Thanks,

 

Eric

 

On Thu, Apr 24, 2025 at 2:46 PM TDG Client Services <ClientS...@thedartmouthgroup.com> wrote:

Hi Eric,

 

Thank you for your email. Waiting to hear back from your community management team, as they don't have the answer yet. Will loop you back in once information is obtained.

 

Have a great day. 

Regards, 

 

Jet Cruz 

Client Services
The Dartmouth Group– An Associa® Company
131 Hartwell Ave Ste 115, Lexington, MA 02421
O: 781-275-3133 F:  781-275-5842 
Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.
www.TheDartmouthGroup.com
Three ways to connect: Subscribe to the blog • Like us on Facebook • Tell us about your experience!

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems. The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

 

 

 

---

From: Eric Silberstein <ericsil...@gmail.com>
Sent: Thursday, April 24, 2025 1:27 PM
To: TDG Client Services <ClientS...@thedartmouthgroup.com>
Cc: TDG Accounts Receivable <As...@thedartmouthgroup.com>
Subject: Re: question re my condo fee

 

Caution: [EXTERNAL EMAIL] This email originated from outside the company.

 

Hi Jet--thanks. Each month, how much of the fee is payment (principal and interest) for the loan? Or put another way, what will my monthly fee be once those payments are done? And when do we expect them to finish?

 

On Thu, Apr 24, 2025 at 11:32 AM TDG Client Services <ClientS...@thedartmouthgroup.com> wrote:

Hi Eric,

 

Thank you for your email. Here is the information I got from AR and the community management team:

 

Water and Sewer is included in the condo fee as well as everything else in the budget for the common areas. All electric, gas and other utilities are the responsibility of the unit owner. Any in-unit work is unit owner responsibility.

 

Renter's fee is $100 per month, the owner has to live in the unit for at least one year before renting out if it is a new owner.

 

The Board is trying to pay back the loan quickly to cut on loan term fees and interest.

 

I have attached your account statement for the past year.

 

Let me know if you have additional questions.

 

Have a great day. 

 

Regards, 

 

Jet Cruz 

Client Services
The Dartmouth Group– An Associa® Company
131 Hartwell Ave Ste 115, Lexington, MA 02421
O: 781-275-3133 F:  781-275-5842 
Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.
www.TheDartmouthGroup.com
Three ways to connect: Subscribe to the blog • Like us on Facebook • Tell us about your experience!

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems. The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

 

 

---

From: Eric Silberstein <ericsil...@gmail.com>
Sent: Thursday, April 24, 2025 9:18 AM
To: TDG Client Services <ClientS...@thedartmouthgroup.com>
Cc: TDG Accounts Receivable <As...@thedartmouthgroup.com>
Subject: Re: question re my condo fee

 

Caution: [EXTERNAL EMAIL] This email originated from outside the company.

 

Hi AR team--can you let me know about this? Thanks,

 

Eric

 

On Fri, Apr 11, 2025 at 9:29 AM Eric Silberstein <ericsil...@gmail.com> wrote:

thanks

 

On Fri, Apr 11, 2025 at 9:20 AM TDG Client Services <ClientS...@thedartmouthgroup.com> wrote:

Hi Eric,

 

Thank you for your email. I am copying our Accounts Receivable team to better assist you.

 

Have a great day. 

Regards, 

 

Jet Cruz 

Client Services
The Dartmouth Group– An Associa® Company
131 Hartwell Ave Ste 115, Lexington, MA 02421
O: 781-275-3133 F:  781-275-5842 
Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.
www.TheDartmouthGroup.com
Three ways to connect: Subscribe to the blog • Like us on Facebook • Tell us about your experience!

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems. The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

 

 

 

 

---

From: Eric Silberstein <ericsil...@gmail.com>
Sent: Thursday, April 10, 2025 5:40 PM
To: TDG Client Services <ClientS...@thedartmouthgroup.com>
Subject: question re my condo fee

 

Caution: [EXTERNAL EMAIL] This email originated from outside the company.

 

Hi,

 

Is there a place in townsq where I can see how my condo fee is calculated? If not, can you tell me what it is at present? For example, how much is the regular condo fee, how much is the extra fee because we rent our unit, and is there in fact an interest payment related to the loan for the roof project and if so, how much is it, and how long will that go for? Can you also tell me how my condo fee from last year was computed? Thanks! -Eric

 

Eric Silberstein

Unit 205

617-513-4159

 

 

--

Eric Silberstein (LinkedIn)

Check out my author site: ericsilberstein.com

Follow me on Instagram: @ericsilbersteinauthor

Join me in September at events in Boston & San Francisco

 

 

--

Eric Silberstein (LinkedIn)

Check out my author site: ericsilberstein.com

Follow me on Instagram: @ericsilbersteinauthor

Join me in September at events in Boston & San Francisco

 

 

--

Eric Silberstein (LinkedIn)

Check out my author site: ericsilberstein.com

Follow me on Instagram: @ericsilbersteinauthor

Join me in September at events in Boston & San Francisco

 

 

--

Eric Silberstein (LinkedIn)

Check out my author site: ericsilberstein.com

Follow me on Instagram: @ericsilbersteinauthor

Join me in September at events in Boston & San Francisco

[Amy Schottenfels]

We need to refuse to pay any attorney’s fees. Don’t have a clue how to fix their accounting department but this is just ridiculous.

Amy Schottenfels  •  aschot...@gmail.com  •  617.308.5074

FYI

 

 

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[Joe Wolke]

I agree. I also suggest we be proactive about this and not just wait until it shows up on a monthly financial statement.

Joe Wolke    #🟦

joe....@gmail.com 

312-805-2642

---

From: 150stpau...@googlegroups.com on behalf of Amy Schottenfels
Sent: Friday, August 29, 2025 12:03 PM
To: Michael J Baum
Cc: Trustees
Subject: Re: spa

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/F1FB1955-2BD5-40B6-82A0-06036DA3EFAD%40gmail.com.

[Sejal Shah]

Great point, Joe.  Should we send an email to them to that effect?  And perhaps include Kim on it?

Sejal

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/DS7PR84MB3086199D3780A3D97CAB245AF93AA%40DS7PR84MB3086.NAMPRD84.PROD.OUTLOOK.COM.

[Joe Wolke]

I think Michael should include this in his next discussion with Mike and Kim.

Joe Wolke    #🟦

joe....@gmail.com 

312-805-2642

---

From: Sejal Shah <sej...@gmail.com>
Sent: Friday, August 29, 2025 3:43 PM
To: Joe Wolke <joe....@gmail.com>
Cc: Amy Schottenfels <aschot...@gmail.com>; Michael J Baum <ba...@bu.edu>; Trustees <150stpau...@googlegroups.com>
Subject: Re: spa

 

[Sejal Shah]

Great idea.  Michael--let us know if you want any back up on this.

And I think we should follow it up with an email to both of them so we have it in writing.

Sejal

[Baum, Michael]

Yes,  Joe as our ‘financial business’ trustee,  I hope you will send the relevant email.

   Thanks, Michael

 

 

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/CACcumRRrwX%2B1AbDJ2_oj5p1hT1F%3Df2R9vLJcfj%3Dpo_GE%3DftR7w%40mail.gmail.com.

[Baum, Michael]

PS.. I’ll use Amy and Sejal’s evolving  list of SPA-TDG issues in my discussion with Kim and Mike on Sept. 11..  Michael

[Joe Wolke]

Michael,

Just let me know when you talk with them and if they have any unexpected responses.

Joe

Sent from my iPad

On Aug 29, 2025, at 4:07 PM, Baum, Michael <ba...@bu.edu> wrote:



[Amy Schottenfels]

Well ain’t this something…

Just a few thoughts and a little history.

When we put liens in the past against unit owners (Ron Simons and Unit C) the lawyer was able to collect the over due rent and according to Massachusetts law they can collect their legal fees. 

There is never a reason to a) send a lien to someone who has made a good faith effort, b) you have not sent adequate notice, it’s actually illegal to do this without correct noticing or c) send it quickly since we can hold up a 6D at any time to get paid. 

Not only did TDG spend legal time that they thought would be free but TDG spent their own time, Shannons and someone in their accounting department. All a waste of time that we need for other things. 

Have an excellent weekend all. You’re a great board.

Amy

All mistakes thanks to my mobile device.

On Aug 29, 2025, at 4:25 PM, 'Baum, Michael' via Trustees <150stpau...@googlegroups.com> wrote:



To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/BN8PR03MB49146EDDE1C5903FEF901924AC3AA%40BN8PR03MB4914.namprd03.prod.outlook.com.

[Jamie Koplan]

Hi all,

I’m a little late to responding but it is SO upsetting that they put a lien on Eric’s unit. This is NOT okay. It could have (had) huge ramifications on Eric’s credit, credibility, etc. and it could happen to any of us. 

Do we think TDG understands the extent of this issue? They owe Eric an apology and need to prove to us that they are making a commitment to better oversight of their accounting/financial management. I think this alone could be due cause to fire them if needed. And, of course we will not pay any legal fees - in fact they should cover any issues/fees Eric incurred due to this mistake.

Thanks, Michael, for speaking with Kim. Sadly, I think incident should provide a lot of ammunition in our arguments around what they are not doing right in managing SPA, and as examples of costs we are incurring based on their negligence.

Hope everyone is having a lovely long weekend,

Jamie

------------------

Jamie Koplan

jud...@gmail.com

617-759-0772

On Aug 29, 2025, at 4:48 PM, Joe Wolke <joe....@gmail.com> wrote:

Michael,

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/137D5208-575C-451D-A7F0-411A8C25D3C1%40gmail.com.

[Amy Schottenfels]

Oh well that’s a scary thought they have caused a dent in Eric’s credit rating. I hope they pull it fast. 

Amy Schottenfels  •  aschot...@gmail.com  •  617.308.5074

[Amy Schottenfels]

So I used my friend Claude (it’s a gentler version of ChatGPT) about this based on me getting Jonathan’s legal input. I think it’s a little formal but we need to send them something.

RE: Improper Lien Placement - Unit 205 - Demand for Immediate Correction at Company Expense

Dear Kim, Mike, and Shannon,

We arewriting regarding the improper lien that was placed against 205. This lien was placed in error due to your company’s inadequate communication systems and internal processes.

DEMAND FOR IMMEDIATE ACTION:

Your company must immediately take all necessary steps to remove this lien, including but not limited to:

• Filing all required lien discharge/satisfaction documents with the appropriate Registry of Deeds
• Providing written confirmation that the lien has been fully released
• Ensuring no record of this erroneous lien remains in any public filings

LIABILITY FOR COSTS:

This lien was placed without proper authority and due entirely to your company’s operational failures. Therefore:

• Neither the Association nor the unit owner will be responsible for ANY legal fees, administrative costs, or time charges related to correcting this error
• Your company bears full responsibility for all costs associated with the lien removal process
• Any attempt to charge the Trust or unit owner for costs related to this mistake will be vigorously disputed

URGENCY:

This matter requires immediate attention as the improper lien may affect the owner’s creditworthiness and ability to conduct financial transactions. Every day this lien remains in place compounds the potential damages caused by your error.

We expect this matter to be resolved within quickly and request written confirmation of the lien’s removal along with copies of all filed discharge documents.

Please confirm receipt of this letter and your timeline for resolution.

Sincerely,

The Trustees

All mistakes thanks to my mobile device.

On Aug 30, 2025, at 5:25 PM, Jamie Koplan <jud...@gmail.com> wrote:



[Baum, Michael]

Hello Amy and others,

I’m fine with sending a version of this notice to Kim et al. provided Jonathan, in his role as our informal legal advisor, thinks it is warranted and appropriately worded.  Perhaps Kim will take steps to remedy the shortcomings in her accounting department if there are consequences for TDG and not just for SPA owners.

Michael

[Amy Schottenfels]

Michael,

I was on the fence about sending it because we are sending so many emails with issues: the taxes, other billing issues, building management. I keep thinking there has to be a more unified way to get them to do their job.

But putting a lien on someone’s unit is a big mistake. I just looked at the check dispersal on Town Square and I didn’t see one for legal fees. Shannon has a limited capacity and for her this was a day’s work for SPA and it was a waste. That doesn’t include the never-ending time it has taken from us. Trying to manage our management company isn’t what I expected out of TDG. They should be better.

Up to you guys. Jonathan wrote the letter in a Google Doc. Here it is:

Amy Schottenfels  •  aschot...@gmail.com  •  617.308.5074

[Baum, Michael]

I made a few minor edits in the google document.   Amy, I suggest you send it to TDG people on behalf of the SPA trustees.   Thanks to Jonathan for his expert advice and for drafting the letter.

Michael

 

 

 

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/C23F115E-FD8A-490F-9E1B-BCB66CFF3A4E%40gmail.com.

[Amy Schottenfels]

Thanks Michael for giving it a read. It’s a pretty stern letter. I’m hoping to hear a yeah or nay from at least one more person so we have a quorum.

Hope you had a good weekend all.

A

All mistakes thanks to my mobile device.

On Sep 1, 2025, at 4:28 PM, Baum, Michael <ba...@bu.edu> wrote:



I made a few minor edits in the google document.   Amy, I suggest you send it to TDG people on behalf of the SPA trustees.   Thanks to Jonathan for his expert advice and for drafting the letter.

Michael

 

 

 

From: 150stpau...@googlegroups.com <150stpau...@googlegroups.com> on behalf of Amy Schottenfels <aschot...@gmail.com>
Date: Monday, September 1, 2025 at 9:45 AM
To: Baum, Michael <ba...@bu.edu>
Cc: Trustees <150stpau...@googlegroups.com>, Jonathan Klein <jkle...@gmail.com>
Subject: Re: spa

Michael,

I was on the fence about sending it because we are sending so many emails with issues: the taxes, other billing issues, building management. I keep thinking there has to be a more unified way to get them to do their job.

But putting a lien on someone’s unit is a big mistake. I just looked at the check dispersal on Town Square and I didn’t see one for legal fees. Shannon has a limited capacity and for her this was a day’s work for SPA and it was a waste. That doesn’t include the never-ending time it has taken from us. Trying to manage our management company isn’t what I expected out of TDG. They should be better.

Up to you guys. Jonathan wrote the letter in a Google Doc. Here it is:

Sign-in docs.google.com <favicon.ico>

[Sejal Shah]

Thank you, Amy and Michael.

Amy--I just requested access to the document.  I agree that it's time for a sternly-worded letter.  This was such an egregious mistake.

Sejal

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/8716172A-19C0-4693-AD0A-D9A4B09E5318%40gmail.com.

[Amy Schottenfels]

Jonathan is sending all of you access

Sent from my iPhone

On Sep 1, 2025, at 8:08 PM, Sejal Shah <sej...@gmail.com> wrote:



[Sejal Shah]

I think this looks good. I am in support of sending.

Thank you, Amy and Jonathan, for all the time you took to put this together.

I added just one small edit.

Sejal

[Amy Schottenfels]

Thanks Sejal

Sent from my iPhone

On Sep 1, 2025, at 8:31 PM, Sejal Shah <sej...@gmail.com> wrote:



[Jamie (Udler) Koplan]

Thanks everyone, I also included a few small comments. Really appreciate Jonathan writing this up.

Best,

Jamie

~~~~~~~~~~
Jamie Koplan
617-759-0772
jud...@gmail.com

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/139224B9-E298-4FC7-A3D1-AEE3C6057F4D%40gmail.com.

--

[Joe Wolke]

The letter is strong, but works for me. 

Joe

Sent from my iPad

On Sep 1, 2025, at 4:28 PM, 'Baum, Michael' via Trustees <150stpau...@googlegroups.com> wrote:



I made a few minor edits in the google document.   Amy, I suggest you send it to TDG people on behalf of the SPA trustees.   Thanks to Jonathan for his expert advice and for drafting the letter.

Michael

 

 

 

From: 150stpau...@googlegroups.com <150stpau...@googlegroups.com> on behalf of Amy Schottenfels <aschot...@gmail.com>
Date: Monday, September 1, 2025 at 9:45 AM
To: Baum, Michael <ba...@bu.edu>
Cc: Trustees <150stpau...@googlegroups.com>, Jonathan Klein <jkle...@gmail.com>
Subject: Re: spa

Michael,

I was on the fence about sending it because we are sending so many emails with issues: the taxes, other billing issues, building management. I keep thinking there has to be a more unified way to get them to do their job.

But putting a lien on someone’s unit is a big mistake. I just looked at the check dispersal on Town Square and I didn’t see one for legal fees. Shannon has a limited capacity and for her this was a day’s work for SPA and it was a waste. That doesn’t include the never-ending time it has taken from us. Trying to manage our management company isn’t what I expected out of TDG. They should be better.

Up to you guys. Jonathan wrote the letter in a Google Doc. Here it is:

Sign-in docs.google.com <favicon.ico>

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/BN8PR03MB49143A59330C228941F11F8DAC07A%40BN8PR03MB4914.namprd03.prod.outlook.com.

[Amy Schottenfels]

Is it too strong is the question. Don’t want them to fire us. 

All mistakes thanks to my mobile device.

On Sep 2, 2025, at 7:37 AM, Joe Wolke <joe....@gmail.com> wrote:

The letter is strong, but works for me. 

[Michael Baum]

We could delay sending the letter until after my September 11 Teams call with Kim and Mike when this unit 205 issue will be my first issue raised.  Depending on Kim’s response, we could decide how to proceed with the formal letter.  ?

Michael 

[Joe Wolke]

Actually, them firing us was one of my concerns. I think we need to be firm that putting a lien on a resident like this is absolutely unacceptable and that we certainly won’t accept any financial responsibility for their error. At the same time maybe we need a little wording at the end, leaving the door open for a discussion on how we can prevent this going forward.

Joe

Sent from my iPad

On Sep 2, 2025, at 7:52 AM, Amy Schottenfels <aschot...@gmail.com> wrote:

Is it too strong is the question. Don’t want them to fire us. 

[Amy Schottenfels]

Jonathan is on an electric bike with Sue and Dan today. 

I’ll make a simpler, less angry version at some point and show it to Jonathan. I’m thinking we just need them to understand we won’t pay for the cost of this and then start a search for a new management company. This is so exhausting. We shouldn’t have to work this hard.

Amy Schottenfels  •  aschot...@gmail.com  •  617.308.5074

[Amy Schottenfels]

So I just wrote a kinder email. I think it’s less mad but still clear. I can send it tomorrow so go ahead and make any comments. It’s the first one in the doc.

Amy Schottenfels  •  aschot...@gmail.com  •  617.308.5074

[Baum, Michael]

Amy,

I like the more neutral tone of your revised message.  I’ve made several edits to this revised text.   With possible further edits by and approval of additional trustees, I think you should send it tomorrow.   I will put Kim’s response to this message at the top of my list of topics to discuss with Kim/Mike on Sept. 11 .

Thanks to you and Jonathan for all of your ‘lien efforts' , distracting from your Maine vacation!  Michael

 

 

 

To view this discussion visit https://groups.google.com/d/msgid/150stpaultrustees/F9BC8CF3-BED3-4B33-9ACE-053C8E9C38AB%40gmail.com.

[Joe Wolke]

Softer, but I think they will still get the point.

Joe Wolke    #🟦

joe....@gmail.com 

312-805-2642

---

From: Amy Schottenfels
Sent: Tuesday, September 2, 2025 9:24 AM
To: Joe Wolke
Cc: Michael J Baum; Trustees; Jonathan Klein
Subject: Re: spa

[Shannon Wanger]

From: Shannon Wanger <swa...@thedartmouthgroup.com>
Sent: Wednesday, September 3, 2025 9:15 AM
To: Amy Schottenfels <aschot...@gmail.com>; Kim Brauer <KBr...@TheDartmouthGroup.com>
Subject: FW: spa

 

Hi Amy,

 

This has already been taken care of.  The lien did not move forward.  See below.

 

Best Regards,

Shannon Wanger

Portfolio Manager

The Dartmouth Group– An Associa® Company

131 Hartwell Ave, Suite 115

Lexington, MA  02421

O: 781-533-7273

F:  781-275-5842

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

 

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized

review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all

copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems.

The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act

of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a

transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a

writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National

Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

From: Christopher Morgan <CMo...@TheDartmouthGroup.com>
Sent: Friday, August 29, 2025 11:56 AM
To: Shannon Wanger <swa...@thedartmouthgroup.com>
Subject: Re: spa

 

Confirming MEEB will have no action taken either. 

 

*Please note…I will be on vacation from of September 1^{st - September 15th.}

 

Chris Morgan

Accounts Receivable Staff

The Dartmouth Group– An Associa® Company

131 Hartwell Avenue, Suite 115

Lexington, MA 02421

 

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

 

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized

review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all

copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems.

The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act

of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a

transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a

writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National

Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

From: Christopher Morgan <CMo...@TheDartmouthGroup.com>
Sent: Friday, August 29, 2025 11:44 AM
To: Shannon Wanger <swa...@thedartmouthgroup.com>
Subject: Re: spa

 

Hello Shannon,

 

    I took care of this earlier. Their payment came in after the collections process was done so the payment didn't reflect. I have removed our fee and pulled it from collections. I have also reached out to the attorney to have their notices waived. 

 

Jaime was speaking with Erik earlier and informed him of this. 

 

*Please note…I will be on vacation from of September 1^{st - September 15th.}

 

Chris Morgan

Accounts Receivable Staff

The Dartmouth Group– An Associa® Company

131 Hartwell Avenue, Suite 115

Lexington, MA 02421

 

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

[Amy Schottenfels]

Thanks so much. Now let’s talk about the communication. Can Town Square send a monthly email? 

Amy Schottenfels  •  aschot...@gmail.com  •  617.308.5074

On Sep 3, 2025, at 9:16 AM, Shannon Wanger <SWa...@thedartmouthgroup.com> wrote:

From: Shannon Wanger <swa...@thedartmouthgroup.com>
Sent: Wednesday, September 3, 2025 9:15 AM
To: Amy Schottenfels <aschot...@gmail.com>; Kim Brauer <KBr...@TheDartmouthGroup.com>
Subject: FW: spa

 

Hi Amy,

 

This has already been taken care of.  The lien did not move forward.  See below.

 

Best Regards,

Shannon Wanger

Portfolio Manager

The Dartmouth Group– An Associa® Company

131 Hartwell Ave, Suite 115

Lexington, MA  02421

O: 781-533-7273

F:  781-275-5842

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

 

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized

review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all

copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems.

The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act

of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a

transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a

writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National

Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

From: Christopher Morgan <CMo...@TheDartmouthGroup.com>
Sent: Friday, August 29, 2025 11:56 AM
To: Shannon Wanger <swa...@thedartmouthgroup.com>
Subject: Re: spa

 

Confirming MEEB will have no action taken either. 

 

*Please note…I will be on vacation from of September 1^{st - September 15th.}

 

Chris Morgan

Accounts Receivable Staff

The Dartmouth Group– An Associa® Company

131 Hartwell Avenue, Suite 115

Lexington, MA 02421

 

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

[Shannon Wanger]

I will look into this.

 

Best Regards,

Shannon Wanger

Portfolio Manager

The Dartmouth Group– An Associa® Company

131 Hartwell Ave, Suite 115

Lexington, MA  02421

O: 781-533-7273

F:  781-275-5842

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

 

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized

review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all

copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems.

The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act

of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a

transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a

writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National

Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

From: Amy Schottenfels <aschot...@gmail.com>
Sent: Wednesday, September 3, 2025 9:20 AM
To: Shannon Wanger <SWa...@thedartmouthgroup.com>; Kim Meyers <kmey...@gmail.com>
Cc: Trustees <150stpau...@googlegroups.com>
Subject: Re: spa

 

Thanks so much. Now let’s talk about the communication. Can Town Square send a monthly email? 

 

Amy Schottenfels  •  aschot...@gmail.com  •  617.308.5074

On Sep 3, 2025, at 9:16 AM, Shannon Wanger <SWa...@thedartmouthgroup.com> wrote:

 

From: Shannon Wanger <swa...@thedartmouthgroup.com>
Sent: Wednesday, September 3, 2025 9:15 AM
To: Amy Schottenfels <aschot...@gmail.com>; Kim Brauer <KBr...@TheDartmouthGroup.com>
Subject: FW: spa

 

Hi Amy,

 

This has already been taken care of.  The lien did not move forward.  See below.

 

Best Regards,

Shannon Wanger

Portfolio Manager

The Dartmouth Group– An Associa® Company

131 Hartwell Ave, Suite 115

Lexington, MA  02421

O: 781-533-7273

F:  781-275-5842

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

 

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized

review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all

copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems.

The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act

of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a

transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a

writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National

Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.

 

From: Christopher Morgan <CMo...@TheDartmouthGroup.com>
Sent: Friday, August 29, 2025 11:56 AM
To: Shannon Wanger <swa...@thedartmouthgroup.com>
Subject: Re: spa

 

Confirming MEEB will have no action taken either. 

 

*Please note…I will be on vacation from of September 1^{st - September 15th.}

 

Chris Morgan

Accounts Receivable Staff

The Dartmouth Group– An Associa® Company

131 Hartwell Avenue, Suite 115

Lexington, MA 02421

 

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

[Kim Brauer]

Hi all,

 

So I can assist Shannon and see if there are any options, what type of monthly communication are you looking for?

 

 

Best regards,

 

Kim Brauer

Kim Brauer,  CMCA®, AMS®, PCAM®

Senior Vice President, Signature by The Dartmouth Group

The Dartmouth Group– An Associa® Company

131 Hartwell Ave. Suite 115
Lexington, MA 02421

Direct Line:  781.533.7256

Main Line:  781.275.3133

Fax Line:  781.275.5842

 

Associa® – Delivering unsurpassed management and lifestyle services to communities worldwide.

www.TheDartmouthGroup.com

Three ways to connect:

Subscribe to the blog • Like us on Facebook • Tell us about your experience!

 

Notice: This e-mail message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized

review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all

copies of the original message. Please virus check all attachments to prevent widespread contamination and corruption of files and operating systems.

The unauthorized access, use, disclosure, or distribution of this email may constitute a violation of the Federal Electronic Communications Privacy Act

of 1986 and similar state laws. This communication does not reflect an intention by the sender or the sender's client or principal to conduct a

transaction or make any agreement by electronic means. Nothing contained in this message or in any attachment shall satisfy the requirements for a

writing, and nothing contained herein shall constitute a contract or electronic signature under the Electronic Signatures in Global and National

Commerce Act, any version of the Uniform Electronic Transactions Act or any other statute governing electronic transactions.