Services

Overview of Management Services

Administrative Management:
  • Homeowner Inquiries responded to in a timely manner
  • Special Mailings
  • Insurance Company Liaison; competitive bidding and selection after Board approval
  • Obtain Competitive Bids
  • Support for Association Communication
  • Full support to the Board of Directors
  • Liaison with Attorney, City and State Officials as needed
  • Attendance at Workshops and Seminars Reporting to the Board
  • Preparation of Welcome Packet
  • Response to homeowner correspondence
  • Maintenance of Membership Roster
  • Preparation and Distribution of transfer and disclosure information
Fiscal Management:
  • Corporate Commission Filings
  • Preparation of monthly Income/Expense statements and Balance Sheet
  • Assessment collection and bank deposits (we do not offer direct deposit)
  • Assistance with preparation of annual budget
  • Maintenance of a separate account for each member
  • Disbursement of funds as directed by the Board
  • Processing and handling of delinquent accounts
  • Coordination of year end reports and tax filings
  • Review of Reserve Accounts and appropriate transfer of funds as stated in the budget
Physical Management:
  • Full Reporting to the Board
  • Frequent review of the community
  • Assistance in enforcement of the CC&RS
  • Meeting Space Provided
Escrow Requests: 
  • Our company provides this service through Home Wise Docs to assist in the Disclosure requirements for the State of Arizona on resales or real-estate related requests. If you are a Title Company or a Mortgage Underwriter, please use the link below to access the HomeWise website.
  • https://www.homewisedocs.com
Disclosure Packet Contents:

This packet contains the following legal documents and other pertinent information for the Sample Homeowner’s Association.

  • Articles of Incorporation
  • Bylaws
  • Second Amended Declaration of Covenants, Conditions and Restrictions  
  • Rules and Regulations
  • Current Year Budget
  • Balance Sheet
  • Insurance Certificate
  • Architectural Committee Policy and Procedures
  • Assessment Collection Policy