Physical
Management 1)
Bid solicitation & presentation
2) Input & inspection of
contractor performance
3) Regular building &
ground inspections
4) Formulation of short
& long term maintenance programs
5) 24/7 Emergency
services
Financial
Management
1) Budget preparation
2) Maintenance &
assessment management
3) Account payable
management
4) Automated bookkeeping
services
5) Liaison with
accountant on year end audits
6) Liaison with attorney
on legal matters
7) Detailed monthly
reports include:
Balance sheet, Trial balance, Income statement, Accounts
receivable/payable, Budget analysis, and Delinquencies
Administrative Services
1) Board & general
meetings
2) Census reports
3)Welcome packet to all
new residents
4) Community
correspondence
5) Monthly management
reports to Board of Trustees
6) Work schedules and
progress reports |