Working with the Board of Directors to outline or review the financial and physical management plan for the homeowners association as necessary.
Utilize (Yardi) financial accounting system.
Work with board to keep operations within approved budget.
Payment of approved Association expenses.
Monthly accounting: balance sheet, income & expenses along with multiple misc. reports.
Year end re-cap and expense breakdown.
Timely deposit of all funds or fees.
Strict assessment collection procedures (Board's Direction).
Annual, quarterly, monthly billing of association fees
Financial accounting of late fees and special assessments to the Board of Directors.
OWNER RELATIONS & ADMINISTRATIVE RESPONSIBILITIES
Attend Board & Homeowners meeting (per contract).
Maintain association records.
Maintain individual correspondence file on all units.
Adherence to Covenants, By-laws and rules and regulations as outlined by association.
Handle complaints and violations letters.
Supervise completed work of site personnel.
Handle daily association business correspondence.
File liens as necessary (through attorney).
Advise Board of legislative matters as we become informed.
24 hour contact for emergency repair.
Preventive maintenance scheduling as necessary.
Obtain multiple bids for all major work.
Maintain inventory of association property (IF ANY).
Inspect community at regular intervals, per contract (drive and or walk).