Detailed Scope of Services for Property Management

Financial and Administrative

·         Manage association/community financial operations

·         Provide easy to read monthly financial reports

·         Maintain and reconcile bank/investment accounts

·         Assist in preparation of annual operating and capital reserve budgets

·         Collect owner assessments (Accounts Receivable) & make all required disbursements (Accounts Payable)

Owner Services

·         Maintain computer and hard copy file of owner names, addresses, and telephone numbers

·         Implement and enforce all association rules and regulations

·         Manage changes to community common elements

·         24 hour emergency contact number and service

·         Secure bids and contract for repairs, maintenance services and insurance

·         Purchase necessary supplies and equipment

·         Respond to Homeowner requests

·         Identify maintenance issues through weekly site inspections.

Maintenance Services

·         Common Area Grounds Maintenance

·         Routine trash and debris pick-up

·         Parking area maintenance

·         Custodial maintenance of clubhouses

·         Storm inspection and clean-up

·         Manage the performance of trash hauler, pest control, pond maintenance

Specialty Services

Pool Management

·         Spring Start up

·         Water Maintenance

·         Maintain pools to Federal standards

·         Fall Shutdown and winterization

Detailed Scope of Services for Association / Membership Management

This service provides flexible, tailored services to meet the needs of a variety of associations including trade, business, professional societies, alumni, non-profits, independent schools, and social organizations.

Membership Management

·         Maintain your organization’s membership rolls for mailings, dues, meetings.

Dues Billing

·         Provides your organization with the ability to bill and collect organizational dues and fees.  Collection services include legal action.

Meetings Management

·         Prepare for and conduct annual Meetings and Board elections.

Website Management

·         Manage and update your web presence

Events and Education

·         Provide the necessary services to manage your meetings, conferences, training (accommodations, food, printed materials, and promotional items).

Financial Statements

·         Provide your organization with the management and reporting of your organization’s financial transactions.