Administrative Management

-Attend board and association meetings
-Prepare and mail notices, nominations and election materials
-Run associations’ elections and act as inspectors of elections if permitted
-Maintain association records and handle correspondence
-Maintain contact information
-Respond to owner inquiries
-Guide and assist the Board of Directors in matters of governance
-Staff training and development

Financial Management

-Prepare customized monthly financial statements
-Monthly bank account reconciliations
-Provide balance sheets
-Provide profit and loss statements
-Provide income statements
-Provide year-to-date comparisons
-Pay authorized bills
-Prepare annual Budget
-Maintain association records
-Work with accountant to prepare 1099’s
-Work with accountant to file annual federal and state tax returns
-Facilitate refinancing and transfer of ownership
-Create special assessment billing
-Complete Financial Services

Physical Management

-Exterior condition
-Electrical and lighting
-Landscape
-Common areas
-Elevator maintenance
-Roof condition
-Roof-top decks
-Downspouts and gutters
-Common area water storage tank and boiler
-Amenities (i.e. pool, recreation room, exercise room)
-HVAC System
-Plumbing
-Sump pumps
-Trash removal
-Fire extinguishers
-Smoke and fire sprinkler alarm
-Common area emergency lighting and signage
-Emergency gas shut-off device
-Emergency water shut-off valve
-Emergency back-up gas and diesel generators (including battery back-up systems)
-Methane and/or carbon dioxide and smoke detectors warning systems
-Establish communication with homeowners
-Prompt response to service requests
-Review and/or supervise capital improvement projects
-Review parking assignments and enforcement procedures
-Compliance enforcement of city, county and state building codes
-24-hour emergency service

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