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