Collection of all dues and/or special assessments (online payment services included)
Respond to all homeowner concerns and inquiries
Address all Covenant and Restriction infractions in accordance with the Association’s governing documents. Infractions will be reported to us by a designated Board liason. Notifications will be sent in writing and will include photographs of the violation when available
Maintain a directory of Homeowners, Board and Committee Members for the Association
Coordinate all vendor agreements including general maintenance repairs and bidding enhancement projects when directed by the Board
Receive and coordinate all Architectural Control Committee (“ACC”) requests and decisions
Maintain monthly management reports for the Board to include a Covenant and Restrictions Report (open and closed violations), a Work Order Report (open and closed issues), an ACC Report (pending and closed requests) and a detailed financial accounting
Assist Board members in creating a budget to ensure goals of the Association are met, including drafting a budget proposal for the following fiscal year
General administrative duties to include maintaining one (1) operating account for the association for the facilitation of day to to day operations of the Association, paying all vendor invoices (utilities and standard maintenance) and those to be presented to the Board for final approval (special improvement projects)
Maintain one (1) reserve account at the request of the Board
Online access for Board members to check the accounting of the Association at their convenience through our online Board member portal
Online dues payments available to the HOA
Follow up on delinquent accounts in accordance with the Board’s directives (lien drafting and processing, as well as filing and legal fees are additional)
Payment of all vendor related service contracts including standard utility payments as well as special projects directed by the Board
Serve as Registered Agent for the Association
Maintain General Liability and Directors and Officers insurance policies for the Association
Assist and coordinate with tax preparer for annual tax filings
Assist and coordinate with attorneys when legal services are needed
Provide assessment certifications for real estate closings upon request
Provide comprehensive year end financial accounting to the Board
All services can be customized to meet the needs of your community.
Additional services available upon request.
