HOA Services

Financial Management

  • Prompt handling of all homeowner billing inquiries

  • Collection of the monthly assessments of the membership

  • Coordination of the collection of delinquent dues and lien filing process

  • Maintenance of a complete set of financial records for the Association

  • Monthly preparation of financial statements

  • Monthly reconciliation of financial statements with bank accounts

  • Annual notification to membership of year-end financial status to the Association

  • Assemble details required for tax returns to be prepared by the accountant

  • Receipt, review and payment of vendor invoices for payment

  • Preparation and mailing of annual budget

  • Coordination of Association reserve study

  • Corporate filings with the State of California

 

Administrative Management Services

  • Attend all regular Board Meetings and the Annual Meeting

  • Preparation of a Board Meeting Agenda Package one week in advance of the meeting

  • Record and publish the meeting minutes

  • Administer all duties to prepare for the Annual Meeting

  • Maintain the membership roster

  • Maintain all files and records of the Association

  • Provide complete documentation to title companies for property transfers

  • Prepare, edit and distribute community newsletters and general community information

  • Respond to homeowner questions in a timely and courteous manner

  • Obtain competitive bids for services as requested by the Board

  • Coordinate and administer clubhouse rental

  • Hire and supervise seasonal employees as necessary

  • Coordination of Architectural Review Process with committee members

 

Property Maintenance Management

  • Regular property inspections by the manager

  • CC&R/Rule enforcement and follow-up

  • Monitoring of new legislation, tax rulings and other civil code requirements

  • Maintain an answering service for emergencies 24 hours a day, 7 days a week

  • Act as a liaison with attorneys, municipal contacts, accountants and contractors

  • Administer payroll where necessary

  • Prepare and coordinate bid specifications for vendors

  • Award contract with Board approval

  • Prepare work orders and follow up on work in progress for minor maintenance and repairs

  • Supervise Association vendors and inspect for work completion

  • Prepare and maintain inventory of Association property

  • Maintain a set of master keys for Association locks

  • Conduct regular inspections of buildings, hardscape and landscape