SERVICES
HOA SERVICES
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We Take the Stress out of HOA Management
We provide full service property management services for Home Owners Associations. This includes financials, maintenance and much more! Discover our offerings below.
Our Services Defined
Financials
- Prepare and recommend an annual budget.
- Bill and account for annual assessment (dues) to Owners.
- Maintain all accounts receivable and accounts payable. All expenditures not budgeted shall be made only with the approval of the Board.
- Maintain banking accounts, including checking and others, as directed by the Board and in the name of the Association.
- Engage and provide accountant with all information necessary to file required tax returns.
Board Relations
- Keep Register of Owners, Officers and Directors; make those registers available to the directors of the Homeowner’s Association.
- Retain all records of the affairs of the Association and the Board (including the Declaration, Articles of Incorporation, By-Laws, Rules and Regulations, policies, minutes of meetings, copies of contracts, etc. as provided by the Board)
- Negotiate and execute contracts for insurance, landscaping improvements and other such contracts as directed by the Board of Directors.
- Monitor performance of businesses that contract with the Association.
- Record and provide notice of violations of Community Documents and Regulations to the Board of Directors.
Homeowner Relations
- Notify Homeowners of violations.
- Attend to necessary correspondence.
- Assist with preparation and publication of Community newsletters.
- Assist in administration of the Governing Documents including the Declaration, Bylaws and Rules and Regulations.
- Organize Annual Meeting of Owners and special meetings of owners including the preparation of notices, agendas, and other necessary documents.
Legal
- Maintain general working knowledge of the Association governing documents.
- Assist with Small Claims actions where dues are delinquent with the approval of the Board.
- Work with the Board and, if necessary, the Association’s Attorney, where compliance is not achieved voluntarily.
Maintenance & Inspections
- Provide regular on-site inspections of Neighborhoods.
- Review maintenance needs with the Board and contractors to determine reserves and replacement needs.
- Coordinate all bids for services, maintenance, insurance, etc.
- Maintain files for subcontractor’s insurance, certification, licenses, etc.
Sales & Transfers
Engage with Title Companies to provide resale certificates, information certificates and other required documents and to set up and/or transfer fee payments.
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