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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
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Collect Association assessments and pay bills
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Send late notices and assist with delinquency collections
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Provide timely, accurate and easy to read monthly financial statements
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Reconcile bank statements
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Online Board approval of invoices
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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
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
- Newsletters and Surveys
- Homeowner education
- Cordial, professional customer service
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