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- Prepare quarterly information documents detailing future association maintenance or reserve projects.
- Provide general information sheets to all homeowners detailing office hours, important phone numbers etc.
- Respond promptly to all e-mail inquiries from homeowners or Board members.
- Provide bi-weekly onsite inspections of all common areas and address identified issues or complaints.
- Produce bi-monthly newsletter.
- Prepare Board meeting packages for each meeting.
Financial
- Prepare monthly financial reports (i.e. balance sheet, income statement, budget comparison).
- Prepare cash disbursements.
- Assist with Reserve Study Preparation.
- Assist the Board in preparing the annual budget.
- Prepare assessment collections for delinquent accounts.
General
- Maintain professional relationships with all vendors performing work for the association.
- Develop and mail all correspondence and notices required by the C.C. & R's.
- Prepare year-end reports necessary to complete year-end tax and financial reports.
- Attend Board meetings as specified by the Board of Directors and management contract.
- Perform escrow services to record ownership changes in conjunction with title companies.
Maintenance
- Maintain a database of homeowner calls/requests for maintenance.
- Maintain a database of all vendors, insurance and tax identification numbers.
- Assist the Board in developing documents soliciting requests for information (RFI) and requests for proposal (RFP) on maintenance and long-term reserve projects.
- Monitor contracts and jobs approved by the association to ensure quality and compliance with job specifications.
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