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


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