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Comprehensive care for one monthly rate.
The services necessary to serve your association are included in our flat monthly management fee. Most clients find that one of the two packages listed below suit their needs, but we are always willing to customize a package in order to provide the services necessary for your association. Â
Services Overview
Full
Management
Financial Related Services
- Dues collections
- Special and Limited Assessment collections
- Collection enforcement assistance
- Preparation and reconciliation of monthly Financial Reports
- Annual Budget preparation
- Reserve funding and expense plan development
- Invoice preparation and expense recording
- Digital and physical check creation
- Coordination of tax return preparation and CPA audit and review services
- Access to preferred rate interest-bearing bank accounts and investments with our local banking partners
Vendor Services
- Source and secure contractor labor
- Project management - additional fees may apply for large projects
- Contractor performance evaluations
- On-site vendor meetings
- Contractor references and referrals
- Source and secure insurance policies
- Claim filing and restoration project management - additional fees may apply​
Administrative Services
- HOA online portal for payments and document retention and distribution
- Dedicated manager as point of contact for all member concerns
- Architectural change request compilation and review
- Creation and distribution of orientation packets for new members
- Manager attendance at Board, member, and committee meetings
- Board meeting material preparation and distribution
- Board meeting agenda preparation
- Board meeting minutes drafting
- Policy development assistance
- Governing document and statute interpretation
- Legislative updates
- Preparation and distribution of Annual Meeting notices
- Preparation and distribution of Insurance enrollment notices.Â
- Preparation and distribution of assessment and budget notices
- On-site conference room use
- Source and secure alternate meeting spaces
- Virtual meeting hosting and facilitation
- Rental unit tracking
- Electronic record retention
- Physical record retention - limits apply
- Violation enforcement
- Regular property inspections
- Sale, transfer of ownership, refinance and other Real Estate document preparation - additional fees may apply.​
Financials-Only
Management
Financial Related Services
- Dues collections
- Special and Limited Assessment collections
- Collection enforcement assistance
- Preparation and reconciliation of monthly Financial Reports
- Annual Budget preparation
- Reserve funding and expense plan guidance
- Invoice preparation and expense recording
- Digital and physical check creation
- Coordination of tax return preparation and CPA audit and review services
- Access to preferred rate interest-bearing bank accounts and investments with local banking partners
Vendor Services
- Contractor references and referrals
- Source and secure insurance policies
- Claim filing and restoration project management - additional fees may apply​
Administrative Services
- HOA online portal for payments and document retention and distribution
- Distribution of orientation packets for new members
- Policy development guidance
- Governing document and statute interpretation
- Legislative updates
- Preparation and distribution of Annual Meeting notices
- Preparation and distribution of Insurance enrollment notices.Â
- Preparation and distribution of assessment and budget notices
- On-site conference room use​
- Electronic record retention
- Physical record retention - limits apply
- Sale, transfer of ownership, and refinance document preparation - additional fees may apply.​
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