Services

Core Services – at a Glance

• Customer Service

  Customer Satisfaction is at the core of our business model. We value our customers and strive to build stronger relationships.

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• Financial Planning

  The most important aspect of great management is financial monitoring and planning. That is our specialty.

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• Management Services

  We have created specialized programs that demonstrate our experience, specialized skills, and exceptional industry knowledge.

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• Customer Service

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  • WE….

    • Field calls and inquires from Association members
    • Provide timely response to resident concerns and questions
    • Dispatch appropriate service vendors, when required
    • Follow up on calls to residents with status updates
    • Issue letters to resolve infractions of covenants
    • Provide periodic reports to Boards as requested
    • Provide support of a community web site as requested
    • Perform property inspections to ensure compliance with documents and from vendors
    
    

  • Issue work orders and monitor contractor performance to ensure that work has been completed in a timely manner and to the satisfaction of the Association
  • Communicate with residents to understand their issues and find appropriate solutions

• Administrative Services

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  • WE….

    • Respond to calls and inquires from Association members
    • Track Association correspondence
    • Maintain government required documentation
    • Review the reserves and provide guidance
    • Create New Resident Records
    • Issue Collection Letters
    • Initiate the Lien Process
    • Maintain a Resident Database
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  WE ALSO….

  • Organize annual and special meetings on behalf of the Association and the Board, including the preparation of notices, agendas and other necessary documents
  • Maintain a comprehensive system of records, books and accounts
  • Enter into contracts for essential services to the property, such as snow removal, landscaping, etc
  • Work with association professionals as needed (legal counsel, CPA, Consulting Engineer – Insurance Agent)
  • Review the assignations insurance policy, negotiate and procure, premium payments and claims
  • Keep all records of the affairs of the association, including the Declaration, Articles of Incorporation, Bylaws, Resolutions, Rules and Regulations, policies, minutes of meetings, copies of contracts, etc

• Financial Services

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  • WE….

    • Maintain Association financial records
    • Maintain checking, savings and other banking accounts in the name of the Association
    • Collect Association fees
    • Issue statements to residents & issue past due collection letters
    • Process invoices from vendors
    • Ensure bank reconciliation

  WE ALSO….

  • Prepare materials necessary for an annual audit
  • Handel daily bank deposits
  • Pay all bills related to the operation of the association in a timely manner
  • Furnish comprehensive monthly financial reports to the Board
  • Assist Boards in the preparation of Annual Operating Budget and Reserve Expense Budgets
  • Ensure proper billing of residents and builder/developer lot assessments as it applies
  • Offer online assessment payment through ACH/Credit Card
  • Reduce delinquencies through a disciplined process using each community’s collection policy
  • Coordinate with the association attorney to facilitate legal collections of delinquent accounts, liens recording, and court appearances, when necessary

• Vendor Relations

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  • WE….

    • Prepare bid specifications to be sent to multiple vendors when various services are needed (Insurance, Maintenance, Professional services, etc)
    • Analysis proposals for Board review (prices versus services provided)
    • Review of all contracts before presentation to the Board
    • Provide ongoing continuous review of contractor’s performance
    • Ensure that all contractor’s maintain a valid certificate of insurance on file with our office
    • Address any Resident/Board, concerns with vendors
    • Are the Contractor Liaison, who manages the bid process and analysis, service negotiations, project monitoring, and inspections
    • Also, on behalf of the Association, negotiate contracts for pool maintenance, landscaping, trash removal and other services as necessary

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• Management Services

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  • WE….

    • Conduct property walk thrus and inspections
    • Attend regularly scheduled board and annual meetings
    • Coordinate Association Annual Meetings
    • Initiate letters and manage the formal complaint administration process
    • Provide guidance to the Board in the development of community policies and procedures
    • Administer the community covenant and rules enforcement

  WE ALSO….

  • Guide and assist members of the Board of the Association in the performance of their obligations
  • Offer highly qualified managers who are knowledgeable and trained in Community Association operations and law through continuing education programs
  • Build working relationships with product and service vendors who provide the best quality for the most reasonable and competitive prices
  • Offer comprehensive bid and vendor contract packages designed to ensure the best value for the Association