Full Management

Trestle’s Full Management service is for Community Associations that want to allow the Board to be a decision making authority while Trestle takes care of all the details at a fixed monthly charge.

It enlists Trestle to provide proactive financial and property management of your community within your strategy, guidelines and approvals. Trestle will become the regular interface to your membership, freeing the Board to focus on the planning, projects and activities you want Trestle to accomplish throughout the year.

Included Scope of Services

  • Administrative Management Services
    • Maintain records.
    • Resale Certifications & Lender Requests.
    • My-Community web portal for Owners and Boards.
  • Financial Management Services
    • Banking
      • Manage primary operating and reserve accounts.
      • Make transfers from operating to reserve accounts.
      • Deposit miscellaneous funds (refunds, rent, etc.).
    • Investments
      • Assist Board with the investment of funds.
    • Collections / Accounts Receivable
      • Prepare and mail billing statements.
      • Post and deposit owner payments, including ACH payments.
    • Delinquency Enforcement
      • Run Trestle’s proprietary delinquency process.
      • Issue delinquent notices and letters.
    • Disbursements / Accounts Payable
      • Pay all bills budgeted or approved by Board.
    • Financial Reporting
      • Prepare accrual based financial statements and reports.
  • Advanced Financial Management Services
    • Audit and Taxes
      • Audit & tax coordination with accountant.
      • Process Federal income tax payments.
    • Planning
      • Prepare annual budget and implement through membership approval.
      • Coordinate reserve study.
    • Insurance
      • Renew existing insurance policy or competitively bid for new policy.
  • Meeting Attendance & Preparation
    • Coordinate meeting.
    • Attend regularly scheduled Board meetings.
    • Make Trestle’s “The Depot” Board Room available for Board meetings.
  • Property Management Services
    • Board Advice & Consultation, as needed
      • Consult and provide advice per industry standards.
      • Provide Washington State RCW and public policy information, guidance and awareness.
    • Community Point of Contact
      • Communicate with membership with a maximum of one-business day response time.
    • Management Reporting
      • Prepare a management report in Trestle’s standard format.
    • Emergency Service
      • 24x7 emergency call support.
    • Site Review
      • Perform regular site walkthroughs.
    • Compliance / Violations
      • Collect violations; create and send violation notifications to owners.
    • Architectural Controls
      • Collect architectural requests; create and send ACC violation notifications.
    • Routine Maintenance (janitorial, landscape contract), Preventative Maintenance (roof & gutter cleaning), & Requested Maintenance (pothole)
      • Create and keep current an annual planned maintenance program.
      • Collect maintenance items identified and provided by the Board, owners and walk through’s.
      • Provide Project Administration efforts: Request proposals from vendors; schedule work with vendors and homeowners.

 

Contact us to learn more and obtain a free estimate.