Assessment Management:

  • Evaluate current assessment rates and recommend any changes needed.
  • Coordinate distribution of periodic assessments and special assessments (as necessary).*
  • Receive and handle accounting for assessment payments from homeowners.
  • Mail second and final notices on assessments.
  • Place and release liens on properties for non-payment of assessments..
  • Coordinate with the Association attorney for additional collection actions.
  • Provide assessment letters to Title Company and attorneys upon request.
  • Negotiate payment plans for assessment collections.

Financial Management:

  • Pay all invoices by the due date.
  • Develop an annual budget for the approval of the board.
  • Reconcile bank statements monthly.
  • Publish monthly financial reports to the Board.
  • Provide monthly delinquency reports on assessment collections.
  • Provide assistance to the Association’s accountants for audits and tax preparations.
  • Make tax payments upon instruction from the Association’s accountant.
  • Provide a financial summary for distribution at meetings.

Vendor / Contractor Management:

  • Negotiate and oversee all maintenance and service contracts for common areas.
  • Assist the Association in a competitive bidding process for services.
  • Monitoring relevant certificates of insurance.
  • Receive service requests for maintenance of property.
  • Handle problems on a timely basis. Our office hours are 8:00 a.m. to 5:00 p.m. Monday through Friday.