Services

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.