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Association Governance Services

"A cornerstone of a successful association is effective governance principles and practices - principles that support communication and practices that delineate responsibilities."

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    Communication

    One of the most effective ways to help increase support of Board decisions is through communication. If the members are informed of the issues facing their community and understand why the Board makes the decisions that it does, then they are more likely to support and comply with those community decisions. In addition, effective communication also allows Members to voice their comments, requests, concerns and ideas so that the Board can make its decisions based on the best interests of the entire membership.


    To achieve support and adherence to the governance by the membership we foster communication through board and committee meetings, newsletters, for the board and committees, and Online Services for members to stay abreast of board and committee meeting schedules, meeting minutes, and actions taken. With our communication programs, members can even participate in membership surveys and vote - all online.


    Responsibilities

    Clear delineation of association responsibilities allows the association to optimize the use of Board, committee, and volunteer resources. Our management philosophy views the Board of Directors as the policy making body of the association. Our managers act as advisor to the Board when our expertise and experience can add value. We view our role as the Managing Agent for your community responsible for carrying out the directives of the Board. In this way the Board may delegate the day-to-day operations of the association to the manager such as:


    • Completing regular inspections of the property
    • Reporting violations of the Covenants, Rules and Regulations, and the Design Standards
    • Providing notice to homeowners whose property is out of compliance
    • Working with the homeowner to resolve the issue

Business and Financial Services

Maintaining complete, accurate, and timely financials is a cornerstone of our firm. We produce all the necessary financial information your property will need to make sound financial decisions.

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    From developing Pro-Forma operating budgets to reserve funding, our firm has the resources to protect and maintain the financial health of your property. As part of our services we provide the following financial reports on both a monthly and annual basis:


    • Receipt Statements
    • Delinquent & Prepaid Report
    • AP Paid Invoice Listing
    • General Ledger 
    • Income/Expense Statement w/ YTD & Annual Budget
    • Balance Sheet
    • Bank Reconciliation of All Accounts

Online Services

We're excited about offering online Web services to our communities and consider this service a valuable communication and productivity tool for boards, committees, owners, and tenants.

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    Our online services will help you to instantly, efficiently, and economically:


    • Distribute association information and documents
    • Collect resident information and requests
    • Support resident self-service and access to information
    • Collect assessment payments and fees
    • Provide education on procedures and rules
    • Make one time payments by e-check or credit cards.

Property Maintenance Services

"We know that a well-maintained property produces the highest returns for owners - and we're proud to offer a long list of satisfied owners as testimony to our maintenance programs."

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    Our in-house licensed maintenance staff has the ability to identify and solve your maintenance issues quickly and effectively utilizing our network of carefully screened vendors-vendors who know the level of service and quality our clients expect. As part of our maintenance program, we provide regular site inspections of the property, present our findings to the add owner and Board, and assist in securing bids when maintenance work is needed.


    With our Online Services and our emergency phone line, residents can even report maintenance concerns from anywhere and at anytime.

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