Covid 19 Information

We hope you and yours are safe and doing well!  We invite you to check out the following Community Letter and Quarantine Ideas.

Community Letter  Quarantine Ideas

Take care and stay safe during these difficult times!

Management Services

Community Specific Planning

  • Management and financial transition planning and coordination
  • Existing governance policies assessment
  • Community financial condition review
  • Comprehensive, strategic review of physical plant and maintenance programs
  • Common property and capital improvements evaluation report
  • Association employee requirements recommendation
  • Board prioritized, goal oriented management plan development
  • Preparation of annual operating and reserve expense budgets
  • Administrative and maintenance calendar creation
  • Annual review of communication and governance effectiveness

Sound Fiscal Accountancy

  • Association income and expense and reserve funds transfer tracking
  • Monthly financial statement report preparation and delivery
  • Complete financial record maintenance
  • Timely review and response to owner account inquiries
  • Delinquent account notification and collection administration
  • Coordination with attorney to facilitate legal collections of delinquent accounts, lien recordation, and court appearances, when necessary
  • Assist in identifying third-party investment advisors and coordinating investment placement
  • Automatic debit system and bank lockbox processing for assessment fee collection
  • Employee payroll services coordination
  • Preparation for and assistance with annual audits conducted by third-party providers

Effective Operational Coordination

  • Assistance in Board’s identification, negotiation and employment of service contractors
  • Vendor performance evaluations and insurance certificate verification
  • Training, supervision and criteria based evaluation of association employees
  • Insurance claims reporting and administration
  • Preparation of regular management reports
  • Attendance at regularly scheduled board and annual meetings
  • Organization of committee development
  • Administrative support of committee functions and reporting
  • Local, state and federal regulatory requirement updates
  • Guidance in Board development of community policies and procedures
  • Advise Board on improvements in governance, accountancy and communication options
  • Administration of covenant and rules enforcement
  • Board leadership and management orientation for new and returning members
  • Guidance in effective meeting management
  • Monitoring of 24-hour, 7-day-per-week emergency response system
  • Establishment of community repair and request point-of-contact
  • Owner and resident database maintenance
  • Development and dissemination of association communications, including newsletters, meeting agendas, community updates and Web-based access to association information
  • Coordination of resident orientation program
  • Timely response to owner and resident concerns and questions
  • Governing document maintenance and resale certificate preparation
  • Arrange annual review of Association insurance policies, coverage, and pricing
  • Coordinate preparation and support for annual meetings and board member elections