Services Offered

Administrative

-         Obtain/monitor insurance policies

-         Secure contract bids

-         Maintain records as required by law and Board

-         Maintain owner list

Financial

-         Process all invoices to owners

-         Provide dunning and lien filing if required

-         Receive and deposit all income

-         Pay all vendors and contractors

-         Prepare customized financial reports

-         Assist in preparing annual operating and reserve budget

-         Present budget analysis at least semi-annually

Management

-         Oversee all contract and vendor services

-         Routinely inspect grounds and facilities

-         Provide 24/7 emergency on-call service

-         Enforce Association bylaws, rules and policies

-         Prepare all meeting notices and agendas

-         Attend all Board, Committee, and Owner meetings

-         Prepare all meeting minutes for approval

-         Advise Board on statutory and bylaw requirements

-         Facilitate strategic planning sessions for Board

-         Other services as requested by the Board

-     Free notary service for all owners