Community Association Management Services

ADMINISTRATIVE

• Management report prior to each Board meeting
• Attend Board and Annual Meetings
• Maintain a current roster of homeowners and tenants
• Maintain current Association records and files in good order
• Coordinate insurance coverage and renewals
• Administration of sales, (resale certificates, lender questionnaires)

GOVERNANCE

• Assist with development of consistent policies and procedures
• Assist with enforcement of governing documents and house rules
• Prepare notices and correspondence on behalf of Board

FINANCIAL MANAGEMENT

• Collect Association assessments and pay bills
• Send late notices and assist with delinquency collections
• Provide timely, accurate and easy to read monthly financial statements
• Reconcile bank statements
• Online Board approval of invoices
• Coordinate with CPA and assist with annual IRS tax return and audit

SITE MANAGEMENT

• Periodic site inspections
• Maintenance of common areas consistent with Board standards
• Negotiate and monitor maintenance & service contracts
• Collect and evaluate bids for maintenance projects
• Communicate with homeowners about maintenance projects
• 24 hr emergency service through a national firm with broad capabilities

INFORMATION MANAGEMENT

• Architectural request and approval history for each unit
• Work order history for each unit
• History of policies passed by Association (Recommend Book of Resolutions)
• House rules violation history for each unit
• Major maintenance history for the property

STRATEGIC PLANNING

• Annual Planning with Board of Directors
• Arrange and facilitate reserve study
• Assist with preparation of annual budget
• Assist with risk management planning

COMMUNITY RELATIONS

• Welcome packages
• Community website (required)
• Newsletters and Surveys
• Homeowner education
• Cordial, professional customer service