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• Answer calls and inquiries from Association members

• Our telephones are answered by people

• Outside of normal hours we have an emergency answering service

• We dispatch appropriate service vendors, when appropriate

• Follow up call to member with status/update on issue

• Property inspections to ensure compliance with documents

• Warning letters to resolve infractions of covenants

• Periodic reports to Board of all calls and letters

• Attendance at all Board meetings

• Preparation of meeting minutes following meeting

• Preparation of all materials for Board Meetings

• Preparation of all materials for annual meeting and election

• Work with Association professionals as needed (i.e.: legal counsel, consulting

engineers, insurance agent, accountants, etc.)

• Billing of Association fees 

• Collection of all fees

• Statements to members & past due collection letters

• Preparation of annual budget

• Periodic review of reserve status and recommendations to Board

• Receipt of invoices from vendors and professionals

• Review (accuracy check), coding and initial approval of all invoices

• Preparation of checks in payment of invoices for vendors and professionals

• Prepare monthly bank reconciliations

• Preparation of financial statements for Board review

• Prepare materials for and cooperate with CPA firm for annual audit

• Preparation of bid specifications

• Distribution of specifications to several qualified vendors

• Receipt and Analysis of vendor’s bids

• Preparation of high-level cover sheet for presentation to Board

• Communication with vendors – send letter awarding bid

• Review of all contracts before presentation to Board

• Ongoing review of contractor’s performance

• Receipt and review of certificates of insurance from all vendors

• Addressing any Board/homeowner concerns with vendors