Full Management Services
- Attendance of Board Meetings and Executive sessions
- Attendance of Budget Meeting and Annual Meeting
- Prepare Board packages in advance of meetings
- Conduct routine Site Inspections
- CC&R & HOA rules enforcement – Provide assistance to the Board to enforce all rules and regulations are followed
- Working with Committees when is requested
- Contractors coordination
- Prepare process, follow up, and maintain records of all work orders for the Association
- Correspondence with Homeowners, Vendors
- Change of Ownership/Escrow Services
- Contract Service and Work Orders coordination
- Posting newsletter and announcement to all homeowners
- Maintaining a cost effective commercial insurance policy
- Coordinate with local municipalities regarding permits of projects Administrative Services
Advisory Services
Advisory Services include, but are not limited to:
Claims administration • law suit participation • defect investigations and claims actions • pursuing and prosecuting delinquent assessments • revision of project documents • negotiating and management of contracts • and Reserve Requirements and Funding • and newsletter preparation and distribution.
Financial Services
- Banking as Needed
- Reconciliation of All Accounts; Checking, Savings, Money Market, Etc.
- Paying All Accounts Payable
- Providing Detailed Financial Reports Monthly
- Preparation of Pro Forma Operating Budget
- Mail Year-End Statements to Membership
All financial services including Assessment collection • assessment deposits • disbursements • delinquency follow-up • lien enforcement policy and practice • and invoice approval • invoice payment • preparation of 1099’s and sand Financial Report preparation.
Administrative Services
Administrative Services include, but are not limited to:
- Daily administrative services that include responding to oral and written communications (of all types) from homeowners, vendors, and board members -- all of which are recorded
- Preparing of notices for Board Meetings, Annual Meetings
- Conduct routine and periodic site inspections
- Generate enforcement correspondence and responding to homeowner inquiry relating to same
- Updating and recording unit files with new owner information
- Generating welcome letters
- Maintaining Association Files
Emergency Services
Provide for 24/7 after hours answering and emergency services.
Please log into Appfolio to request an emergency service in writing or call our Emergency Service 24 hour phone (888) 780-0355
