Services
BEWARE. These people grow on you. They have long antennae that sense and identify problems. They have the initiative to fix those problems. In a short time, they become so essential that you can’t get along without them!
– Barclay, 9-year board member, Summit Townhome Assn.
BOARD OF DIRECTORS MANAGEMENT
- Maintain Association Calendar of Meetings and other Significant Dates
- Prepare Agendas for Board Meetings
- Attend Monthly Board Meetings
- Write and Distribute Board Meeting Minutes
- Take Phone Calls from and Correspond with Association Members
- Enforce Association Rules and Regulations per Instructions from Board
- Assist Board of Directors in Policy and Rules Development
- Assist Board of Directors in Selection of Consultants for Engineering, Legal and Auditing Functions
- Maintain General Association Correspondence
ANNUAL ASSOCIATION MEETING PLANNING
- Secure Meeting Facilities and Arrange for Guests
- Prepare Meeting Agenda and Mail Meeting Notices
- Attend Annual Meeting
- Process Nominations to the Board of Directors
- Coordinate Registration and Tally Quorum Status
- Serve as Election Inspector if Required
FINANCIAL SERVICES
- Collect and Deposit Association Dues
- Write Checks for Association Bill Payments (checks to be signed by Association Treasurer)
- Prepare and Maintain Replacement Reserves Schedule
- Assist in Investment Decisions for Reserve Funds
- Prepare Annual Budget
- Prepare Monthly Financial Report for Board Meeting
- Assist Association Auditor, as needed, in Annual Audit and Tax Preparation
- Make Recommendations to the Board of Directors to Reduce Operating Expenses
- Assist With Collection of Delinquent Accounts, Foreclosures, Liens and Related Court Proceedings
ASSOCIATION MAINTENANCE
- Develop a Maintenance Plan and Calendar for the Complex and Keep Maintenance Records
- Negotiate Maintenance Contracts as Directed by Board (including insurance, lawn & snow contract, miscellaneous repair and maintenance)
- Review Maintenance Work to Assure Compliance with Contracts
- Conduct Inspections of Buildings and Grounds to Identify Problem Areas
- File Insurance Claims and Administer Insurance Policies on Behalf of the Association
OTHER SERVICES
- Provide Website Access to Association Documents and Reports
- Provide Realtors and Homeowners with Documents Needed for Selling Property
- Facilitate Special Homeowner Meetings as Necessary
- Maintain Files and Records as Requested by the Board
- Provide Orientation Packages for New Residents
