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.