Community Association Team
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
Main Office
Community Association Team
