Customer
Prepare quarterly information documents detailing future association maintenance or reserve projects.
Provide general information sheets to all homeowners detailing office hours, important phone numbers etc.
Respond promptly to all e-mail inquiries from homeowners or Board members.
Provide monthly (more if directed by BOD) onsite inspections of all common areas and address identified issues or complaints.
Prepare Board meeting packages for each meeting.
Prepare and send out meeting notices, and other required documents or as requested by BOD.
Financial
Prepare monthly financial reports (i.e. balance sheet, income statement, budget comparison).
Assist the Board in preparing the annual budget.
Prepare assessment collections for delinquent accounts.
Assist Associations CPA in preparing year-end reports necessary to complete year-end tax and financial reports.
Assist with Reserve Study Preparation.
General
Maintain professional relationships with all vendors performing work for the association.
Develop and mail all correspondence and notices required by the CC&R's.
Attend Board meetings as specified by the Board of Directors and management contract.
Perform escrow services to record ownership changes in conjunction with title companies.
Maintenance
Maintain a database of homeowner calls/requests for maintenance.
Maintain a database of all vendors, insurance and tax identification numbers.
Assist the Board in developing documents soliciting requests for information (RFI) and requests for proposal (RFP) on maintenance and long-term reserve projects.
Monitor contracts and jobs approved by the association to ensure quality and compliance with job specifications.
Other Homeowner Association Services
Board of Director Consulting, for example: Assist Board of Director's with association "Rule" changes, notification and implementation as directed.
Independent Election coordination with Board of Directors for election date, ballot preparation, mailing.
Act as independent "Inspector of Elections".
Developer Services
Common Sense Association Management, Inc. has a strong track record of working with developers to transition properties. Working with Common Sense Association Management, Inc. ensures that developers and builders work with one single and strong partner throughout the construction phase.
Our team is dedicated to helping you address anything that might come up including:
• Community formation
• Creation of rules and regulations
• Architectural process review
• Review and preparation of operating budgets
• Performing ongoing operations
• Common Area hand-off walk-through's
• Homeowner communications
• Developer/builder transition to homeowners
