Respected, Responsive, Reliable
HOA Property Management
§ 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.
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