Association Managemenet Services

Fiscal Responsibilities
• Assessment billing & collection
• Delinquency notices & follow-up
• Initiate lien filings
• Timely processing of accounts payable
• Payroll accounting for on-site personnel
• Monthly financial statements & reconciliations
• Tax return preparation
• Year-end financial reports & State filing
• Year-end audit
• Budget preparation
• Reserve analysis

Administrative Responsibilities
• Board meeting attendance & coordination
• Special meeting attendance
• Committee meeting attendance
• Annual meeting attendance & coordination
• Minute transcription/typing
• Member roster maintenance
• Tenant (renter/lessee) roster
• Records and files maintenance
• Distribute resident information materials
• Resident orientation
• Newsletter
• Special Mailings
• Special photocopying
• Specification/bid preparation and coordination
• Contract Awarding
• Yearly management plan
• Monthly association status report
• Review standard operating procedures
• Periodic inventory of association property
• Liaison with association attorney (lien related)
• Liaison with municipality
• Arrange for after-hours answering & emergency service
• Service orders-recording & processing
• CC&R Inspections
• CC&R Enforcement
• Liaison with insurance company
• General correspondence
• Supervision of on-site personnel & contractors