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The following is a list of
responsibilities and tasks we perform as the Owner
Association Management Company. Whether you require our
assistance in all, or maybe only a few of the following
services, we can custom tailor a management package that
makes sense for your community, large or small.
The management of community associations is often an
involved and complex process. So involved that it is
difficult to merely list all of the services we offer.
Upon request we would be happy to better describe our
range of services over the phone or in person.
Until such time we have a chance to meet, please peruse
the following list of offered services. Many of the
services listed are common to most management companies,
what is uncommon is our commitment to the best quality,
service and leverage of technology available to you
today.
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I. FISCAL AND
ACCOUNTING SERVICES |
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Collect and process
assessment payments.
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Pay bills as authorized by
Board.
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Prepare and post accounts
receivable.
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Prepare and post accounts
payable.
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Provide monthly financial
reports.
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Pursue collection of
delinquent accounts per Associations' Collection Policy.
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Provide financial records
to Association's selected auditor.
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Keep reserve schedule
current.
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Computerized Accounting
System and Online Report Module .
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II.
MAINTENANCE, REPAIRS AND REPLACEMENTS |
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Receive and follow up on
maintenance requests and complaints.
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Make routine inspection of
common area property as needed.
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Assist in preparation of
specifications for landscape maintenance, re-roofing,
painting, etc.
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Accept bids for Board to
review.
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Monitor contractual
agreements of independent contractors or personnel.
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Obtain written contracts
when requested by Board.
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Computerized rrder and
warranty tracking systems
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III.
PROTECTION OF PROPERTY AGAINST RISK |
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Assist in securing
coverage and costs for annual insurance premium (s).
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Place insurance: fire,
general liability, fidelity bonds and other statutory
coverage's.
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File insurance claims on
behalf of Association.
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IV. MEETINGS
OF ASSOCIATION |
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Arrange for and schedule
place, date, and time for General membership meetings.
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Prepare and mail notice,
proxy, ballot, agenda, etc.
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Prepare and present
special reports, as requested.
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Attend Annual membership
meeting and regular Board meeting once each month.
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Creation of a Virtual
Community Website to post agendas, meetings, decisions
of the membership.
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V. RECORDS AND
CORRESPONDENCE |
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Maintain Association
financial records and files in safe condition.
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Maintain current
membership and mailing list.
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Maintain membership files
on each individual owner.
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Provide up-to-date
assessment and ownership information to title companies,
on request, for use in title transfers.
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Provide for duplication
and mailing of copies of Association documents as
needed.
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Provide for duplication
and mailing of correspondence, reports, newsletters, and
flyers as required .
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VI. TECHNOLOGY |
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The above
is simply an outline of our service responsibilities. We
would like to opportunity to prepare a complete and
customized management proposal for your association. This
report will be emailed back to you within 3 business days,
no cost and no obligation. |
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