Community Association Management Services
• Attend all board meetings and annual membership meeting.
• Prepare agendas and meeting packets for all meetings.
• Prepare minutes for all meetings within five business days of the meeting.
• Prepare a monthly management to the Board.
• Maintain association and membership records and files.
• Corresponds with Board members and responds to association member inquiries.
• Maintains the association website if applicable. Management Website available as Landing Page, meeting Florida Association requirements.
• Manages homeowners' requests for repairs.
• Follow up on repairs with homeowners in a timely fashion.
• Prepares and maintains directors' notebooks with all relevant information to assist the Board to carry out its responsibilities.
• Provide information and guidelines to the Board as it sets policies and makes decisions.
• Assists the Board with enforcing the Covenants and By-Laws.
• Coordinates with the Association's attorney regarding legal matters and collections of delinquent accounts.
• Provide real estate closing information and Estoppels requests to title and closing attorneys.
• Coordinates the attainment of property and liability insurance, Directors and Officers insurance and legally required policies for the Association. Handle all claims.
• Sets up and maintains accounting systems.
• Provide full accounting services including, but not limited to, A/P, A/R, bank reconciliations and preparation of income and balance sheets monthly.
• Maintain separate ledgers for each homeowner.
• Process vendor invoices and make payments.
• Prepares annual tax return.
• Process delinquent notices in accordance with the Association’s documents and/or rules and regulations.
• Assists the Architectural Committee with scheduling repairs with vendors.
• Perform a detailed inspection of the common areas and an overview of homeowners’ units (external) twice monthly. Identifies exposure of potential loss and risk hazards.
• Prepare an annual budget in conjunction with the Board’s President and Treasurer.
• Define and implement election procedures for all membership meetings in accordance with the covenants and laws of the state.