Scope of Services
Initially
- Determine needs and goals of Board
- Develop a customized management plan
- Create an ongoing maintenance plan
- Review of Bylaws and CC&Rs
- Individual Home Owner account set up, including a detailed ledger
- We recommend and assist with the completion of an energy audit
- We provide all owners an introductory letter with our contact information, availability, and account payment details
- Current and new home owners will receive a list of local resources including utilities, parks, schools, and emergency numbers
 Board
- Meet with the Board of Directors in accordance with the management agreement
- Refer community related issues to the Board as necessary
- Make recommendations to help the Board solve problems
- Assist in preparing agenda, reports & proxies for annual meeting
Availability
- 24-hour Emergency and Maintenance services
- Unlimited communication with owners
- 24 to 48 hour response on emails and phone calls
- Low property to staff ratio to ensure staff is readily available
Administrative
- Maintain owner & property files
- Maintain permanent file of Rules, Bylaws & Declaration
- Arrange for attorney to represent the association collections process
- Stay informed of revisions in applicable laws
- Act as Agent of Record
- Submit annual reports to state agencies
- Annual insurance review
- Track and facilitate title transfers
- Promptly welcome new homeowners to the community
- Issue violation letters as necessary
- Facilitate ARC application process
 Accounting
- Provide Automatic Clearing House payment option to owners
- Collect the Owners’ assessments
- Review bills for accuracy and pay bills on a timely basis
- Follow up with late & delinquent owners
- Complete monthly bank reconciliation
- Submit a draft annual budget; work with Treasurer and Board to finalize for distribution
- Prepare tax return information for submission to CPA
- Assist with annual Financial Review
In addition to the standard financial reports, by the tenth of each month you will receive a thorough operating report narrative summarizing the operating and reserve accounts, title transfers, ARC applications, delinquencies, on-going project status, any maintenance and other matters that require the Board’s attention.Â
 Maintenance and Landscaping
- Community Managers will perform site inspections on a regular basis
- Review & track all maintenance services and work orders
- Maintain an up-to-date vendor list of reputable, licensed & bonded contractors
- Identify problems, research options & submit potential solutions to Board
- Solicit bids and submit to Board with our recommendations
