• Attend board meetings and the annual member meetings.
• Prepare and distribute all notices, proxies and ballots required for meetings.
• Take and prepare minutes for the secretary, including agenda, minutes, financials, reports, and proposals.
• Liaise with Association’s attorney, C.P.A., insurance agent and other professionals.
• Act to enforce the Association’s governing documents through property inspections.
• Maintain Association records and provide supervised access to homeowners.
• Supervise Association’s contractors, validate and review license and insurance.
• Help develop scope of work and obtain competitive bids for maintenance and projects.
• Assist homeowners with Association business promptly and responsively.
• Supervise sale and rental process for all tenants and new owners.
• Create and implement for all new residents the Association orientation.
• Maintain rent and lease database and require renewal of lease and approval.
• Maintain up to date owner database with emergency contact information.

• Collect all assessments due to the Association and deposit monies in applicable accounts.
• Send collection letters to all delinquent accounts and post late fees.
• Prepare and submit delinquent account to Association attorney.
• Monitor and supervise progress of lien and foreclosure attorney action.
• Receive, review, verify, and submit for payment all invoices, utilities and contractual services.
• Prepare checks (with backup data) for Association officer’s signatures if needed.
• Prepare monthly financial reports.
• Maintain the integrity of financial records for the Association C.P.A year-end- report and tax returns.
• Prepare an annual budget for Association review, adjustment and approval.
• Assist in filing the annual corporate Uniform Business Report with the Florida Secretary of State.
• Supervise Vendor Activities and coordinate all services.

(Accounting Services is included with Bookkeeping Contract – Separated contract)

• Monthly Income and Expense documents.
• Maintenance and expense auditing.
• Bookkeeping (Upon Request).
• Monthly tenant deposit reconciliation.
• Custom lease contract.
• Filing Proper Notices.
• Maintenance Services, coordination, and repair.
• Job completion guarantee.
• 24/7 call center and online emergency response.
• Maintenance inspections every 90 days.
• Property Valuation analysis.
• Capital expenditure forecasting and analysis.
• Move in and move out inspection (pictures taken and uploaded into reports).
• Prompt response to tenant requests.

• Rental Market Intelligence and Analysis.
• Strategic asset marketing and advertising plan.
• Property showings with Licensed Realtor®.
• Exhaustive tenant screening- cost incurred by tenants.
• Tenant and community relationship building and management.
• Rent collection and funds management.
• Monthly direct deposit of rental income.
• Tenant acquisition and placement support: cost equal to 1st month’s rent. (Done by a Licensed Realtor®)