Company Profile

Fiscal

• Fee/Assessment Collection
• Bill Payment
• Delinquency Follow Up
• Fee Statements
• Lien Filings
• Preparation of Monthly Financial Reports

• Budget Preparation
• Replacement Budget Fund Analysis
• Year-End Financial Report
• Bill Approval
  • Foreclosure Proceedings

Administrative

• Quarterly Board Meeting Attendance
• Meeting Minutes Transcription
• Association Status Report
• Contract Awarding
• Special Meeting Attendance
• Annual Meeting Coordination
• Annual Meeting Attendance
• Review & Implementation of Standard Operating Procedures
• Work Orders Recording, Processing & Distribution
• Information Concerning Laws and Ordinances
• Specification/Bid Preparation and Coordination

• Owner Roster Maintenance
• Records and File Maintenance
• Welcome Package preparation
• Legal Liaison
  • Insurance Liaison
• Rules & Regulations Enforcement
  • Document Amendments

Building & Ground Maintenance

• Preventative Maintenance Program
• Yearly Maintenance Plan
• Report on Outside Contractor Performance
• Building/Amenity/Grounds Inspection Reports
• Oversight of all maintenance work as Directed by the Board of Directors