• Defining your vision
• Document review
• Reserve study, maintenance plan and initial budget preparation. We provide a unique approach to the Reserve Study, Maintenance Plan and initial operating budget process. We understand the marketing concerns of the developer, but also have a long-term view of sustainability and viability for the community. This approach gives developers and future homeowners’ confidence in knowing that the community was set up for success.
• Facilitating the turnover process

• Pre-turnover management of association
• Setting up association
• Building the relationship between developer and owners
• Creating owner advisory board
• Develop association forms
• Complete HOA/Condo questionnaires
• Complete escrow demand statements

• Collection of Owners’ Assessments
• Pay Bills
• Provide Monthly Financial Reports
• Assist in Annual Budget Preparation
• Assist a CPA with Taxes, Reviews and Audits
• Submit Annual Reports to State Agencies

• Attend Board Meetings
• Assist in Preparing Agendas, Notices, Reports, Proxies and Ballots for Annual Meeting
• Confer with Board Chair as Needed
• Supervise and Communicate with Vendors

• Yearly On-Site Review
• Oversee Contractors – Track Work Orders
• Supervise Licensed and Bonded Workers
• Assist with Implementing Annual Maintenance Plan

• Maintain Association Files
• Maintain Owner Contact Information
• Prepare Board Letters as Needed
• Obtain Insurance Bids as Requested
• Assist Owners with Questions
• Field Telephone Calls and Emails, Answer Questions and Direct Concerns to Proper Channels
• Escrow Demand Statements
• HOA and Condo Questionnaires
• New Owner Packets
• Board Education
• Board Notebooks
• Homeowners Meetings – Other than Annual
• Board Resolutions
• Compliance Letters – Rules Enforcement
• Drafting Meeting Minutes
• Drafting Newsletters
• Architectural Review (ARC) Application Process
• Emergency Calls
• Maintenance On-Site Inspections
• Obtaining Maintenance Bids with Recommendations to the Board
• Oversight of Large Maintenance Projects
• Handling Insurance Claims
• Work with Attorney to Handle Collections and Other Issues and File Liens
• Assisting in Association’s Legal Suits
• Website Development
• Reserve Studies
• Maintenance Plans
• Other Items as Requested by Board or Association

These packages provide the information that a prospective purchaser needs to know about a community. This can include the annual budget, reserve study, governing documents, resolutions, rules and regulations, meeting minutes, important items of correspondence, and other informative materials.

All prospective purchasers need to be able to review the governing documents (including the Declaration of Protective Covenants, Conditions and Restrictions – also known as the CC&Rs – the Bylaws, and the Articles of Incorporation, if the community is incorporated). The governing documents detail such things as what the association’s maintenance and repair responsibilities include (will the owner have to pay for replacement of his/her roof, or is the HOA responsible for that work?), what things owners can and cannot do on their own property, and when owners have to submit changes to their property to the association for approval prior to making those changes (for example, do they need to get approval to change the color of their home?).

These items further define and clarify the restrictions contained within the governing documents, including items like the terms of remittance of dues, late fees, and the grace period for payment. Contained in these documents are other items such as insurance information, so that the prospective owner can obtain the proper level of coverage for his/her property.

The developers have a vision for their community, but each developer and each community is different. We can explain how the developer’s decisions for the association impacts the owners’ responsibilities.

Associations are here to stay, so let us help you understand the ins and outs and how they can provide long-term benefits to your clients.