Services

The services included in our standard management agreement include in-person attendance and on-site presence as well and convenient web-based access to all data relevant to the performance of our services.

Maintenance and Operations

  • Cost-effective and efficient contract bidding, negotiations, and administration
  • Verification of insurance and bond coverage for contractors
  • Design and implementation of preventive maintenance program
  • Weekly documented property inspections
  • Identification and resolution of serious non-routine maintenance needs
  • Provision of 24/7 emergency maintenance services
  • Instant on-line work order progress tracking

Communications

  • Attend scheduled Board meetings and Annual Members Meetings
  • Distribute Board Meeting announcements, agendas, and minutes
  • Distribute Annual Meeting announcements, agendas, and minutes
  • Administer Rules and Regulations including architectural control
  • Administer information requests, complaints, and requests for documentation
  • Process resale and transfer certificates
  • Secure on-line access to personal account data
  • Instant on-line access to:
  • Association documents
  • Residential forums
  • Association forms
  • Association activities
  • Other local condominium association boards
  • Web-based newsletter
  • Industry news and other useful information

Finance and Administration

  • Administer accounts payable/receivable and delinquent assessments
  • Maintain files and records to insure a good record of activities
  • Monitor and administer insurance coverage
  • Reconcile monthly accounts and bank statements
  • Provide Balance Sheets, Income Statements, Budget Variance Analysis
  • Compile and submit recommended annual budget
  • Provide ACH (automatic withdrawal/payment) capabilities

Clerical

  • Maintain up-to-date roster of owners and mortgagees
  • Handle all incoming telephone, email, and mail communications
  • Maintain records of all contracts, warranties and other items important to the verification of services performed on the property