Services

Financial Management

• Budget preparation and annual budget presentation

• Monthly financial reporting (balance sheet, income statement, variance analysis)

• Accounts payable and receivable management

• Reserve fund management and reserve study coordination

• Assessment billing and collection

• Delinquency tracking and enforcement (including collections/legal referrals)

• Tax return preparation coordination

• Insurance policy procurement and renewal

Administrative Services

• Board meeting preparation (agendas, packets, minutes)

• Annual meeting coordination (notices, proxies, quorum tracking)

• Governing document maintenance and distribution

• Correspondence management (owner inquiries, board communications)

• Record keeping (owner rosters, deed transfers, resale certificates)

• Vendor contract administration

• Insurance claims coordination

Maintenance & Operations

• Routine property inspections

• Preventive maintenance scheduling

• Work order management

• Vendor bidding, hiring, and oversight

• Emergency response coordination (24/7 on-call)

• Common area maintenance oversight

• Capital improvement project management

Covenant & Rule Enforcement

• Property inspections for violations

• Violation notice issuance and tracking

• Hearing coordination with the board

• Fine administration

• Architectural review application processing

Owner & Resident Relations

• Owner portal / communication platform management

• Responding to owner inquiries and complaints

• Welcome packages for new owners

• Community newsletters and announcements

• Dispute resolution support

Legal & Compliance

• Governing document interpretation

• State statute compliance (e.g., CCIOA in Colorado)

• Coordination with HOA legal counsel

• Lien filing and release coordination

• Legislative monitoring for relevant law changes

Insurance

• Master policy procurement and renewal

• Certificate of insurance management

• Claims filing and follow-through

• Coverage review and gap analysis