Billing
- Invoice issuance
- Interest billing
- Collections
- Lien application
- Title company / realtor interaction
Financial Management
- Pay all monthly bills
- Provide bonded third party services -
limiting exposures
- Manage secure (lockbox) deposit
- Manage dual signature check process
- Check payment processes
- Maintain financial databases
- Establish key financial thresholds -
ensure budget compliance
- Provide financial institution resources
- Prepare and file annual report
Budgeting
- Prepare annual budget
- Provide bid preparation and service
negotiation
Accounting
- Prepare annual tax returns
- Audit -finances, dues compliance, etc
- Establish monetary checks and balances
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Issue Resolution
- Field & resolve incoming issues and
questions
- Create & distribute pre-approved
communications
- Ensure compliance with municipal,
county and state laws
- Coordinate acivity with city inspectors
& government officials
Property Management
- Evaluate common property--offer
recommendations
- Digitally catalog common property,
monuments, pools, parks, etc
- Manage maintenance of common
property
- Distribute new resident welcome
packages
- Attend association meetings
Covenant Compliance
- Provide routine drive-through and
individual issue reviews
- Review reported violations--present
findings
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Communications
- Prepare & distribute newsletters, event
calendars, reminders, etc
- Compile & produce resident directories
- Develop & maintain association websites
Government Interaction
- Liaison with municipal, county, state
government agencies
- (City Staffs, Sec. of States., Dept. of
Revenue, etc.)
- Liaison with elected officials
- (City Officials, Planning/Zoning
Commissions, School Boards, etc)
Recruiting
- Identify membership needs for
committees, boards, projects, etc
- Solicit residents for volunteer assistance
Election and Proxy Assistance
- Prepare & distribute ballots, proxies,
etc.
- Manage ballot process (tallying and
result certification)
- Distribute required notification,
elections results, etc.
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