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 |