- Collection of assessments
- A/R and A/P
- Handling closings and refinances
- Financial management of assets
- Monthly financial reports
- Coordinate annual audit
- 1099’s and certificates of insurance
After the initial review of the financial condition of your association, we will develop a plan to meet your needs and set budget goals for upcoming fiscal years.
All accounts payable and collection of assessments will be completed in a timely manner
Each managed property is kept separate from other Associations and Premier’s business accounts at all times. There is no commingling of funds!
We have password, protected software to enable homeowners to view their account ledgers and balances should the Board elect this option. The Board, via password will also be able to access the financial reports and review the financial position of the Association up to the minute.
For closings and refinances, we handle the communication and coordination between the Title Company, lender and attorneys for both parties to ensure a smooth closing. We will also produce a paid assessment letter in accordance with your declarations.
We will ensure the timely production of filing the 1099’s and maintaining current certificates of insurance for all vendors and homeowners, if applicable.
- Proposals and Contracts
- Work orders
- Routine property inspections
We will present proposals and contracts for Board authorization and present an engineer’s scope of work when applicable. We ensure timely response to requested work with the appropriate billing to homeowners. Our goal is to have all work orders completed in a timely fashion. We will routinely inspect the property to verify expected maintenance standards are met. We are available 24/7 for emergency situations. We will also follow up with homeowners to ensure they are satisfied with the work performed by all vendors with relation to the work order.
Capital Projects and Improvements
- Proposals and contracts
- Project management
- Improvement compliance
- Architectural changes and agreements
We will work closely with vendors and Board members to ensure that the scope of work for capital projects and improvements is done properly. We will make sure that the required permits are issued and projects are inspected in accordance with municipal regulations.
- Day-to-day communication with homeowners and Board members
- General correspondence and newsletters
- Oversee social room/clubhouse rentals
- Issuance of stickers and passes (swimming pool, parking, etc.)
- Issue resolution
- Communication with municipalities
All phone calls received during regular business hours Monday-Friday 9:00 a.m. – 5:00 p.m. will be returned the same business day when possible. In case of an emergency we are available 24/7 when calling our office you will be directed to get in touch with the representative on call after hours. We will follow through with all requests to their final resolution to ensure all Board members and homeowners are satisfied.
Elections and Meetings
Compliance for proxies, nominations and ballots
Attend open board meetings
We will attend up to five open board meetings per year plus the annual meeting for a total of six (6) meetings per year. Should you need to tailor this agenda we will work with you! We will also send out candidate letters and compile the proxies on the appropriate dates.