Financial:
- Bill and collect assessments.
- Maintain bank accounts and pay authorized Association bills.
- Prepare monthly financial statements.
- Prepare annual budgets, including recommendations and analysis for reserve funding, investments and capital expenditures.
- Coordinate independent audit and Association tax preparation.
Administrative:
- Maintain Association and homeowner records.
- Respond to homeowners’ requests or concerns.
- Administer the Association’s rules and regulations.
- Attend Board meetings.
- Organize and attend Association meetings and assist with elections of Board members.
- Obtain bids and negotiate pricing for services from outside contractors.
- Prepare 5407 Resale Certificates to comply with UPCA.
Maintenance:
- Assist the Board in maintaining the overall appearance of the community in order to preserve the Association’s property values.
- In-house staff available for routine maintenance or maintenance consulting services.
Emergencies:
- Supervisor available to respond to emergencies.