Scope of Services

ASSOCIATION/PROPERTY
MANAGEMENT

• Review common area, parking structures, landscape, & project related plans

• Conduct ongoing common area property inspections

• Identify areas of risk, advise, & mitigate

• Review, implement, and manage vendor performance and contract/insurance compliance

• Verify and track vendor licensing

• Provide 24/7 emergency response service

• Maintain communication with association members and boards

• Enforce the association’s CC&Rs and project Rules

• Perform Construction & Project Management (optional available
service)

FINANCIAL
MANAGEMENT

• Perform forensic audits of existing association budgets

• Provide accurate, comprehensive, and timely accounting (collection and    assessment invoicing)

• Generate complete quarterly financial report packages (budget vs. actual variance analysis, profit & loss statement, general ledger, balance sheet, bank statements & reconciliations)

• Prepare Operating & Capital Reserve Budgets

• Track and pay association property taxes

• Interface with legal and financial counsel as needed

• Secure, review, and negotiate vendor bids

NON-PROFIT CORPORATION
MANAGEMENT

• Review governing documents (CC&Rs, Bylaws, Condo Plan, Sign Criteria, Design Guidelines,   Construction Guidelines, Easement Agreements and any other governing documents)

• Provide operational input and/or assist in amending all governing documents for maximum efficiency and cost containment

• Bind applicable association insurance policies (GL, Property, D&O, Fidelity, Worker’s Comp)

• Comply with all Corporate & State Statutes.

• Schedule, lead, and document the annual and special member and board meetings

• Coordinate the preparation & filing of the annual tax return, filing and tax payments (if any)

<h1 style="text-align:center;background-color:#009EDA;color:white;padding:30px;font-size:42px">Our Core Values</h1>

Responsive

Commitment to timely and accurate solutions to all client requests.

Knowledgeable

Specialized expertise through unparalleled industry and technical knowledge.

Proactive

Proactive approach to all aspects of association management.

Diligent

Owning all issues and concerns 24 hours a day, 7 days a week.

Efficient

Leveraging infrastructure to provide timely, cost effective service.

Secure

Minimize risk through financial and information technology controls of a publicly traded company.