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FREE MANAGEMENT PROPOSAL

Asset Management

Asset Management means protecting the value of every home in your community. We offer expert project management that allows your community to efficiently execute projects to keep your community on track, and our work does not end until you and your residents give us your stamp of approval.

Site Visits

Inspection of buildings and grounds twice per month, Service Order follow-up, and contract performance inspections.

Compliance Inspections

Consistent enforcement of community rules and regulations, tracking of issues, and effective letters mailed to owners and tenants.

Loss Control

Maintenance of Association Insurance policy covering buildings and general liability; annual review of policies, requests for proposals, and claims management.

Maintenance and Complaints

Complaint and Service Order processing and recording, 24-hour emergency maintenance, and development of preventative maintenance plans.

Requests-for-Proposals

We provide you with a clear image of each of your projects before ever receiving the first estimate to allow you to compare bids apples-to-apples and ultimately save money. We solicit three bids and negotiate the terms for you.

Contracted Services

Competitive bidding for landscape and snow removal contracts, refuse collection, alarm monitoring, utilities, and all other service contracts utilizing the same Request-for-Proposal process we are known for, as listed above.

Administrative Services


Administrative service is a specialty of ours, since we have staff available at all times to answer the questions of your residents. Transparency and open, candid communication are key elements in our daily function as Association Managers. Because we have a policy of answering inquiries within 24 hours, prompt answers are not just a courtesy, but an expectation.


Account Maintenance

Owner account maintenance, ongoing record and file maintenance, preparation and processing of transfer information on resale, maintenance of financial reports, files, minutes, insurance policy, Governing Documents, etc.

Resident Services

Prompt Service Order processing and recording, and resident request and complaint processing

Communication

Prompt and informative Association mailings and general correspondence, individual mailings, resident welcome packets, and distribution of newsletters.

Association Meetings

We provide your Annual Meeting notices and prepare and distribute the meeting information to your residents. We present detailed annual reports in formats that are easy to read and understand. We attend your Annual Meetings, and prepare the ballots to allow you to hold a fair and open election. We also attend your monthly Board meetings with detailed agendas and accompanying documents to allow you to make the most informed decisions possible.

Financial Services


Financial Services are another tool used to keep your property on track. Our excellent collection practices get funds collected when they are due, keeping your dues low. Our record speaks for itself; we collect dues like no other association management company around. Take comfort in knowing that our financial services are done in-house to get your community financially prepared for whatever comes next.


Monthly Financial Reports

Statements are delivered to you by the 15th of each month at the latest. These include preparation and distribution of statements of Profit & Loss, the general ledger, and a detailed delinquency list

Assessment Collection:

Whether you pay by check or online, your account will be maintained by our detail-oriented accounting staff. Our staff is also very experienced in following the written policies of the Associations we manage, ensuring that assessments are collected correctly and in a timely manner

Budgeting

Creation and monitoring of a 12-month estimate of Operating Income & Expenses (operating budget), Reserve Study Review and updates, a yearly maintenance plan, and more.

Prompt Bill-Pay

Review of outstanding invoices on a weekly basis, including ongoing monitoring of amounts payable to ensure that you stay on budget.