Management Services

 

COMMUNITY SPECIFIC PLANNING

  • Management and financial transition planning and coordination

  • Existing governance policies assessment

  • Community financial condition review

  • Comprehensive, strategic review of physical plant and maintenance programs

  • Common property and capital improvements evaluation report

  • Association employee requirements recommendation

  • Board prioritized, goal oriented management plan development

  • Preparation of annual operating and reserve expense budgets

  • Administrative and maintenance calendar creation

  • Annual review of communication and governance effectiveness

SOUND FISCAL ACCOUNTANCY

  • Association income and expense and reserve funds transfer tracking

  • Monthly financial statement report preparation and delivery

  • Complete financial record maintenance

  • Timely review and response to owner account inquiries

  • Delinquent account notification and collection administration

  • Coordination with attorney to facilitate legal collections of delinquent accounts, lien recordation, and court appearances, when necessary

  • Assist in identifying third-party investment advisors and coordinating investment placement

  • Automatic debit system and bank lockbox processing for assessment fee collection

  • Employee payroll services coordination

  • Preparation for and assistance with annual audits conducted by third-party providers

EFFECTIVE OPERATIONAL COORDINATION

  • Assistance in Board’s identification, negotiation and employment of service contractors

  • Vendor performance evaluations and insurance certificate verification

  • Training, supervision and criteria based evaluation of association employees

  • Insurance claims reporting and administration

  • Preparation of regular management reports

  • Attendance at regularly scheduled board and annual meetings

  • Organization of committee development

  • Administrative support of committee functions and reporting

  • Local, state and federal regulatory requirement updates

  • Guidance in Board development of community policies and procedures

  • Advise Board on improvements in governance, accountancy and communication options

  • Administration of covenant and rules enforcement

  • Board leadership and management orientation for new and returning members

  • Guidance in effective meeting management

  • Monitoring of 24-hour, 7-day-per-week emergency response system

  • Establishment of community repair and request point-of-contact

  • Owner and resident database maintenance

  • Development and dissemination of association communications, including newsletters, meeting agendas, community updates and Web-based access to association information

  • Coordination of resident orientation program

  • Timely response to owner and resident concerns and questions

  • Governing document maintenance and resale certificate preparation

  • Arrange annual review of Association insurance policies, coverage, and pricing

  • Coordinate preparation and support for annual meetings and board member elections