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