Administrative Consulting

  v   Act as “agent” for the Association for the purpose of registration with the State of Oregon and for receiving official notifications pursuant to that registration.

v   Assist the Association by delivering, or causing to be delivered, notices to owners, occupants, vendors, and other pertinent contacts as requested by the Board of Directors.

v   Provide consulting services to the Board regarding administrative operation of the Association. Advise the Board on interpretation of governing documents, rules and procedures, and state statute and rule.

v   Attend meetings of the Board and membership (as requested by the Board).

v   Conduct turnover meetings.

v   Prepare & distribute notifications to owners for annual meetings; prepare proxy other annual/special meeting materials.

v   Assist Board in evaluating and selecting vendor contracts.

v   Provide account statements to escrow companies.

v   Assist Board in preparing the annual budget.

v   Conduct visual exterior inspections of the community.

v   Provide CC&R compliance (enforcement) services [owner notifications & follow-up].

Accounting

v   Create and maintain Association’s financial records on an easily transferable application, such as QuickBooks.

v   Establish and maintain Association bank accounts. Deposit moneys received. Disburse moneys for legitimate bill payments authorized by the Board.

v   Bill owners for Board-approved assessments. Receive and deposit payments from owners.

v   Analyze vendor invoices and recommend Board action as appropriate. Pay bills.

v   Prepare regular financial reports (generally monthly and annually) and provide analysis and interpretation of significant items in those reports.

v   Prepare annual State corporation registration and annual Federal and State tax filings.

v   Perform payroll services if needed.

Other Services

v   Conduct review (as complete as desired) of previous management company records and performance.

v   Assist Board in reviewing reserve fund studies.

v   Prepare websites, printed newsletters or other communications to membership.
v  Conduct and prepare Reserve Study Analysis