HOA Management Services

Below is a detailed 30 point services list of exactly what we do for the communities we manage.

  1. 1
    General Administration
    • Attend Board Meetings as called by the Board of Directors.
    • Present Board with a monthly management report containing financial statements, correspondence, bids/proposals, violations, legal matters, delinquencies and collections.
    • Attend the annual meetings of the owners and any other special meetings relating to the Associations’ welfare.
    • Advise and make recommendations to the Board on important matters.
    • Enforce Covenants, Conditions, and Restrictions by taking necessary action to enforce rules, regulations and operative legal documents of the Association as directed by the Board of Directors and informing all members of the Association of such rules, regulations and notices as may be enacted or promulgated by the Association.
    • Assist, as necessary, in the development of Rules and Regulations and procedures for the smooth operation of the Association.
    • Provide assistance to the Architectural Control Committee to support the enforcement of the architectural rules, guidelines and standards as set forth by the Association’s documents and policy.
    • Maintain a friendly, professional relationship with owners by responding in a timely manner to all requests presented by the membership and handle all complaints in an effort to resolve issues as soon as possible.
    • Maintain appropriate insurance by assisting in obtaining bids for common area liability and hazard insurance for the Association, and D&O coverage for Directors.
    • Interview, hire and supervise personnel for the Association by managing the payroll of personnel dedicated to the Association to include salary, benefits and taxes related to the employment of on-site association staff.
    • Serve as a statutory agent on behalf of the Association.
    • Welcome new owners to the Association by providing new owners with a disc of important association information that includes the importance of maintenance fees, resolutions of the board, rules and regulations, and the governing documents.
    • Provide electronic document retention.
  2. 2
    Site And Facilities Maintenance (Repair And Operation)
    • Supervise all Association maintenance to the grounds and all other common areas.
    • Inspect property.
    • Establish maintenance plans by reviewing reserve studies, annual budgets, and monthly expenditures to determine short and long term maintenance plans and schedules.
    • Request, arrange and monitor contracted labor.
    • Procure competitive bids as may be necessary for capital improvements or other major repairs to the common elements such as landscape, pool, sweeping and painting.
    • Interact with vendors to establish expectations of services for the community and issue work orders.
    • Provide 24-hour emergency services to the Association for all emergency calls received after hours and on weekends.
  3. 3
    Financial Management
    • Pay bills and obligations incurred by the Association after verifying the validity of each bill or obligation.
    • Reserve Funds Reporting.
    • Monthly management/accounting reports including current month, year-to-date, budget and variance, to the Board and/or Treasurer prior to the regularly scheduled board meetings.
    • File tax returns and arrange annual audit/review/compilation by an independent accounting firm.
    • Prepare annual budget using historical information, trends, vendor recommendations and competitive bids for Board/Committee approval.
    • Seek out cost-saving measures and sustainable solutions while maintaining and/or increasing service levels.
    • Maintain the Association’s membership files and update or create records as membership in the Association changes.
  4. 4
    Assessment Billing And Delinquent Assessment Services
    • Collect all assessments and other charges levied by the Association.
    • Assist in preparing, recording and enforcing any liens and initiate legal action as directed by the Board of Directors.
  5. 5
    Additional Services
    • Reserve Study
    • Website Development
    • Newsletter and Directory Publication
    • Utility Conservation Program