Administrative Services
- Customer Service calls from owners
- Maintaining Community Records & Vendor Licensing & Insurance information
- Prepare materials/packets for association and/or board meetings
- Provide guidance and advice to B.O.D. on policy issues
- Knowledge of Community Declarations, CC&R's, By-laws & Rules
- Non-compliance correspondence to owners
- Risk management & insurance requirements
- Generate Work Orders for maintenance/repairs
- Generate Bid Requests for special projects
- Emergency -24/7contact phone number for B.O.D.
- Mail all owners the board-provided Association Minutes
- Attend Monthly Board Meetings & 1 Annual Meeting
- DCM office provides a neutral setting Conference Room for Board Mtgs.
- Mail owners Special Notices as requested by the Board
- Updated Monthly Management Reports (calls, project updates, letters sent)
Financial Services
- Customer Service Calls - Answer Owner Questions
- Monthly Collection of dues & special assessments
- Monthly receivables Monthly payables
- Monthly Financials (Bal. Sheet, 12 Mo. spread, General Ledger, Owner Roll)
- Maintain Operating accts & Reserve accts (CD's & MMA's) - Local Banks
- Annual Corporation Report Filing
- Budget Preparation
- Tax/Audit Preparation
- Process Resale Certificate Demands - Condo Certs
- Assist Community Mgr. with lien proceedings for delinquent owner accounts