FINANCIAL MANAGEMENT

• Annual Budget and Reserve Preparation
• Financial Statements and Reports.
• Establish and Maintain Bank Accounts.
• Collect and Deposit Assessment Fees.
• Follow up on Delinquent Accounts.
• Timely Review and Payment of Obligations.
• Maintain Individual Owner Account Records.
• Direct Preparation of Tax Returns.
• Establish Disbursement Approval Procedure with Treasurer and Board.
  
  PHYSICAL MAINTENANCE
• Emergency 24 Hour "Hot-Line".
• Develop Maintenance Specifications.
• Regular Property Inspections.
• Obtain and negotiate Bids, Proposals and Contracts.
• Monitor Contractors Performance.
• Purchasing and Inventory Controls.
• Preventive Maintenance Programs.
• Personnel Programs.
  
  
  ADMINISTRATIVE MAINTENANCE
• General Administration of Association.
• Assistance to Board of Administrators.
• Maintain Association Files and Records.
• Assist with Communications and Mail outs.
• Owner and Resident Rosters Maintained.
• Rules and Regulations Enforcement.
• General Correspondence.
• Resolve Owner Problems.
• Legal Counsel Liaison.
• Membership and Board Meetings.
• Annual Meeting and Election.
• Security Program Implementation.
• Tenant and Owner Application Approval.
• Architectural Controls and Guidelines.
• Insurance Review and Administration.
• Document Disclosure for Resale.
  
  ADDITIONAL CONSULTING SERVICES
• Governmental Liaison.
• Proposal Critiques.
• Feasibility Studies.
• Expert Testimony.
• Special Assessments.
• Budget and Reserve Planning.
• Plan and Review Documents.
• Transition and Turn-Over.