Community Association Services

• Attend monthly meetings with Association’s Board of Directors to address the Board’s legal issues
• Attend Annual Association Meeting
• Draft Amendments to Association documents
• Draft and negotiate contracts with vendors (i.e., insurance, landscapers, pool maintenance, etc.)
• Collect assessments, including preparing and filing of liens
• Unlimited telephone conferences and e-mail correspondence with the Association’s Board of Directors
• Guide and advise the Board and Association on policy issues
• Report any violations of the Association’s Covenants, Conditions and Restrictions to the Board of Directors and give notice to responsible owner

Community Association Management Services

• Operate and manage the Association as contemplated in the Association’s governing documents
• Perform site inspections on a regular basis; report findings to President of Board or designee
• Provide assistance to and act at the direction of Board of Directors
• Maintain Association records and oversee payment for Association services
• Attend Annual Association meeting and one Board meeting per month
• Prepare proposed operating and annual budget for approval and adoption by the Board
• Prepare regularly scheduled financial statements and reports, providing complete and accurate accounting of all funds
• Develop effective assessments collection and accounts payable procedures
• Assessments will be tracked in QuickBooks (or other board approved program) and reports will be provided to the Association as to delinquencies
• Maintain Association’s fiscal records in accordance with recognized and acceptable procedures
• Manage assets of the Association; maintain office records and accounts, as well as bank account(s)
• Obtain competitive bids and assist Board in selection of insurance companies, contractors and auditors
• Promptly investigate accidents or claims for damage; make and file timely report(s) to insurance company
• Receive service requests and complaints from Board and take appropriate action