ADMINISTRATIVE MANAGEMENT

• Read & Review Covenants, Conditions and Restrictions (CC&Rs) –analyze and understand all aspects of the CC&Rs
• Enforce association rules
• Cooperate with legal counsel with respect to association rules
• Transfer of Ownership – Process all title company inquiries to track ownership  changes.

Communication

• Establish and maintain a professional relationship with the Board of Directors and its committees
• Communicate with owners and residents on behalf of the Board and committees
• Arrange for the printing and distribution of newsletter, resolutions and notices to homeowners
• Staff a Customer Care Call Center for calls from homeowners and residents
• Provide a 24-hour emergency call service for owners and residents

Architectural/Compliance

• Conduct regular property inspections
• Read & Review compliance with governing documents
• Oversee maintenance of common areas

Meeting Management

• Attend periodic Board and annual meetings
• Prepare management reports
• Prepare meeting agendas and lists of action items

Financial Services

• Assist in the preparation of the association budget
• Provide assessment and other income collection
• Prepare financial statements, including delinquency updates
• Send delinquency notices
• Maintain individual homeowner account records

Contracts Maintenance

• Solicit and negotiate service contracts
• Interact with contractors and vendors
• Review and recommend preventive maintenance programs
• Review and recommend risk management programs
• Assist in filing and processing insurance claim