Respected, Responsive, Reliable

HOA Property Management

Administrative Services

§  Maintain files for each member of the association/owner

§  Maintain and store all files and records for the association

§  Maintain communication with the board, association members/owners and vendors

§  Schedule and attend all board meetings

§  Record and publish the meeting minutes

§  Timely response to homeowner concerns

§  Strict enforcement of rules, regulations, by-laws and covenants

§  Assist and guide the board through the process of preparing an annual budget

§  Advise the board on governing documents

§  Research insurance coverage and process claims

§  Provide complete documentation to title companies for property transfers (sales)

Financial and Accounting Services

§  Maintain a complete set of financial records for the Association

§  Collect assessments

§  Ensure bills are paid

§  Produce financial statements

§  Establish a draft budget for the board

§  Detailed record keeping and coordination of all accounts payable and receivable

§  Assemble details required for tax returns

§  Corporate filings with the State of Iowa

Property Management & Maintenance

§  Regular property inspections by the manager

§  Covenants, Conditions & Restrictions (CC&R) enforcement and follow-up.

§  Coordinate maintenance and contracts through a competitive bid process

§  Monitor all contracts and ensure periodic maintenance (lawn care, snow removal, etc.) is completed as agree upon, verify contractor performance as necessary.

§  Periodic community inspections to identify maintenance issues and rule/by-law violations.

§  Prepare work orders and follow up on work in progress for minor maintenance and repairs with board approval.