Review and advise on the creation of deed restrictions, articles of incorporation and bylaws from a community management perspective.
Review and advise on development plans from a maintenance and management perspective.
Prepare an initial operating budget and advise on initial maintenance fees.
Communicate with the IRS and the state controller in establishing the association.
Negotiate with contractors for services.
Obtain proposals for all necessary insurance.
Prepare welcome packages and home owner association information.
Administrative Services
Organize annual and special meetings of owners, and meetings of the developer and/or board of directors of the association, including the preparation of notices, agendas and other necessary documents.
Guide and assist the board in the development of policies and procedures.
Guide and assist members of the board in the performance of their responsibilities.
Advise and assist in the administration of the foundation of the governing documents.
Keep all records of the affairs of the association and the board, including the declaration, articles of incorporation, by-laws, rules and regulations, resolutions, policies, minutes of the meetings, copies of contracts, etc. All these records belong to the association.
Maintain registers of owners, officers and directors and such other registers or schedules as required by the governing documents.
Attend to all necessary communications on behalf of the board.
Resolve individual owner requests as they pertain to the administration of the association, its common elements and governing “rules and regulations”.
Administer the association’s insurance portfolio including the filing of all claims.
Financial Services
Prepare an annual budget: the budget is broadly based on prior operating expenditures, estimated future expenses and required capital replacement reserves.
Account for assessments and all other charges due by the owners.
Maintain checking, savings and other banking accounts in the name of the association.
Bank accounts are kept separately from all other client accounts.
Notify owners of any delinquency and take reasonable action for the collection of the delinquent assessments as determined by the board.
Make all disbursements from assessments collected for normal recurring expenses as provided in the budget and as authorized by the board.
Furnish monthly and year-end financial reports prepared on a modified accrual basis, which include all income and expenses and reflect the net cash position of the association.
Assess the developer for deficit funding associations and provide the necessary information on a timely basis to ensure adequate and timely funding.
Assist in the annual audit of the association.
Physical Property Services
As directed by the developer and/or board of directors permission to perform those activities which are necessary to maintain the property.
Coordinate the activities of association employees required for the operation and maintenance of the property.
Architectural Review Services
Regularly inspect the property. observe, record and monitor deed restriction violations and contractor performance.
Establish, coordinate and provide the administrative and secretarial functions of the architectural review committee (ARC), including preparation, review and approval of ARC applications, communications with owners that are requesting ARC compliance, and all necessary communications related to the ARC.
Certificate of Compliance Program
Provides services necessary to provide a Certificate of Compliance for homes at the time of closing by including a complete exterior inspection of a house.
Identifies exterior requirements in accordance with the Builder Guidelines and applicable new home construction plan(s).
Performed at no cost to the Developer.
Association Smart Meter – Sub Metering Installation / Meter Reading & Billing Program
Stop that mystery water loss costing 10’s of 1000’s of dollars.
Smarter Meter Install / Reading Program to make your plan sustainable.
Preserve your good developer and builder brand/s with more effective tracking, billing and customer service.
Builder and/or home owner water use is being effectively tracked upon activation.
Save money in development loss costs and empower the Association with best practices.
Managed Account Ownership Records, and collection of funds.
Monthly water use reporting for Association Manager and Board.
Water Customer Service for Residents M-F, plus live after hours and weekends.
Resident Eye on Water app for Residents Water Usage, set alerts for proactive monitoring.
The landscaper has access to Eye App to set alerts to monitor Irrigation Meters and common areas.
Repairs are made by trained maintenance professionals at fixed rates.
