What can we do for your association?

GENERAL DUTIES

* act as Association's agent to operate, maintain and manage all common areas
* arrange for necessary services, equipment and supplies
* encourage cooperative effort among owners
* promote the nurturing of a friendly and inviting living environment
* accomplish all duties in a legal, moral and ethical manner

MAINTENANCE, REPAIR & CONTRACTED PROJECTS

* arrange, supervise and provide access for maintenance and landscaping of common areas
* monitor the aesthetics of common areas
* solicit and compile contractor bids, make recommendations, supervise work
* conduct inspections prior to payment

SERVICES & UTILITIES

* arrange services and utilities for common areas
* make inspections to ensure quality of services
* receive, verify, prepare and make payments for services and utilities

INSURANCE

* solicit proposals and obtain insurance policies as required
* investigate and make reports as to accidents and claims for damages
* cooperate with and make reports to insurance company as required

INVENTORY

* maintain inventory of Association furnishings, equipment and other property

EMPLOYEES

* hire, discharge and supervise Association labor and employees per Board of Director's instructions

FINANCIAL DUTIES AND REPORTING

Collection and Deposit of Assessments

* collect all monthly or other assessments, fees and charges
* deposit all funds into appropriate accounts
* arrange transfer of funds per instructions

Authorized Expenditures

* pay expenses and obligations as authorized by Board of Directors

Billing

* send monthly billing statements to homeowners
* bill for rent or use of Association common areas, parking, storage, etc. as required
* send late notices; pursue collection on delinquent accounts
* coordinate with Association's attorney the preparation and filing of liens and foreclosures
* proceed as necessary to enforce collection actions

Bookkeeping and Financial Reports

* keep accurate and complete records showing receipts and expenditures
* periodically review budget and make recommendations
* assist Board of Directors with preparation of annual budget
* prepare reports summarizing receipts and expenditures by budget category
* provide reports detailing receipts and expenditures by individual transaction
* provide comparison of actual expenditures to budget
* provide reports on status of delinquent accounts

ADMINISTRATION

* assist Board of Directors in establishing committees as necessary
* assist Board of Directors in enforcing Rules and CC&Rs
* prepare and mail warnings and notices for violations of governing documents
* obtain any needed legal advice from Association's attorney
* attend association meetings
* mail proxies and notices of meetings, prepare ballots and help supervise elections
* distribute notices, general information sheets and newsletters
* draft minutes
* mail minutes to owners
* maintain necessary files for the Association
* handle correspondence for Board of Directors
* receive mail in name of the Association
* act as conduit for communication and information flow
* act as point of contact for Association business, complaints, etc.
* inform Board members of complaints
* maintain parking space, storage room, and any other lists that are necessary
* ensure name boards and access rosters are updated
* provide Board of Directors with lists of owners and tenants
* maintain 24-hour voice mail for routine calls
* maintain 24-hour answering service for emergency contact
* return all calls within a reasonable time