Accounting/Budget Planning and Review
Board Communication and Administrative Duties
Owner/Community Communication
Vendor Procurement and Oversight
Property Oversight and Upkeep
Accounting/Budget Planning and Review
• Prepare and send quarterly dues invoice to owners via email
• Collect quarterly dues
• Association past due collection (or any other collection matter)
• Monthly Association utility and vendor bill pay
• Bank account reconciliation
• Bank deposits
• Prepare and send quarterly financials to Board
• Prepare annual budget for Board review and approval
• Assist Board with capital reserve requirements and application of appropriate funds (if needed)
• Annual financial report preparation and distribution to Board
• Facilitate Association tax preparation and filing by others
• Insurance coverage review and payment
Board Communication and Administrative Duties
• Schedule, prepare meeting packet, and send notice for board meeting(s)
• Attend board meeting(s)
• Draft and send board meeting minutes
• Schedule, prepare meeting packet, and send notice for annual meeting
• Attend annual meeting
• Draft and send annual meeting minutes
• Maintain documentation of Association files
• Maintain a current list of owners
Owner/Community Communication
• Act as liaison between title company and Association
• Respond and assist owners with any property-related issues
• Responding to homeowner calls and complaints along with Rules Enforcement and Compliance Response
• Governing document enforcement, letter writing, phone call or email follow up
Vendor Procurement and Oversight
• Vendor proposal procurement and oversight of standard common area maintenance (landscaping, snow removal, pool/hot tub, cleaning, etc.)
Property Oversight and Upkeep
• Customized property inspection checklist
• Common area property inspections and reports(cadence upon preference)
• Special project oversight of common area assets