Services We Provide

Management Structure

  • Assess property and community needs
  • Gain full understanding of nuances and challenges
  • Designate dedicated management team
  • Develop vendors and protocol

Board/Homeowner Communications & Response

  • Steward meeting agendas and follow through with minutes
  • Develop and execute action items
  • Ensure quick response to questions and requests
  • Guarantee clear and thorough communications of scheduled meetings/events
  • Maintain website and keep material current

Community Standards Protection

  • Develop full understanding of CC&Rs, Bylaws, Rules & Regulations, etc.
  • Uphold Federal, State and Local Statutes
  • Work with and guide the Board of Directors to ensure compliance in accordance with documents

Financial Management

  • Create annual budget
  • Produce monthly financial statements
  • Issue assessment invoices and collect amounts owed
  • Ensure vendors are paid in a timely manner, and only when work is completed and to the Board’s full satisfaction
  • Responsible for transparent and accurate reporting and transactions

Vendor Management

  • Establish clear expectations and protocols for vendor partners
  • Acquire a minimum number of bids, as applicable, for the Board
  • Hold vendors accountable
  • Maintain mutually beneficial and positive relationships with community vendors
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