Coordinate and conduct the Annual Membership Meeting and up to (3) Board meetings per year including issuing meeting notices and proxy statements and drafting Agendas for Board review and consideration. Participation in additional Board and/or Association meetings available at an additional rate
Collection of all dues and/or special assessments (online payment services included)
Delinquent payment follow ups done in accordance with the Association’s governing documents and direction of the Board
Conduct site visits (monthly, quarterly, annually options available) of the Association to ensure quality vendor performance and ensure overall preservation of the community
Respond to all homeowner concerns and inquiries
Address all Covenant and Restriction infractions in accordance with the Association’s governing documents and report same to the Board. Notification will be in writing and will include photographs of the violation when possible
Maintain a directory of Homeowners, Board and Committee Members for the Association
Partner closely with Board to address exterior maintenance of condominiums
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), and collecting miscellaneous income (club house or pool rental)
Maintain one (1) reserve account at the request of the Board
Maintain General Liability and Directors and Officers insurance policies at the Association’s expense
Facilitate rental/reservation of Association amenities upon request
Serve as Registered Agent for the Association
Prepare for rapid response to inclement weather conditions
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.
