Board Meetings

·          Frequency of attendance per contract

·          Prepare Board packages in advance of meetings

·          Executive session attendance as needed

·          Take Minutes at all board meetings and maintain on file historical
           Minutes

·          Notice of meetings-prepare and distribute agendas, notices, ballots,
           proxies, etc.

·          Schedule and attend hearings with homeowners prior to
           BoardMeetings when necessary

Annual Meeting

·          Prepare and distribute all paperwork associated with the annual    
           meeting (agenda, proxy, ballot, minutes, return envelopes)

·          Manage all returned proxies and keep Board informed of whether or
           not quorum has been achieved

·          Attend meeting and provide administrative support (check people in,
           hand out ballots, count ballots if vote takes place, etc.)

·          Run Annual Meeting if desired by Board

·          Prepare process, follow up on, and maintain records of all work orders for
           the  Association.  In addition, work order reports are provided as part of
           each Board package to provide the Board with an overview of all work
           orders issued since the last Board meeting.

·          Prepare and maintain copies of all correspondence on behalf of the Association in an
           organized fashion.

·          Purge files annually, label appropriately for future reference if needed, and send to
           storage.

·          Provide storage facility for archived Association records.

·          Process incoming and outgoing mail.

·          Respond to all e-mail correspondence in a timely fashion

·          Prepare and/or distribute newsletters per contract.

·          Maintain homeowner information database and keep current on daily basis.  Provide
           organized filing system to maintain and reference as needed

·          Create and mail violation letters, architectural requests responses, and other
           correspondence to homeowners as needed.

·          Serve as primary contact and liaison for Board with but not limited to:

·          Homeowners

·          Association vendors

·          Legal counsel

·          Insurance brokers/agents

·          All parties involved in home sales (lenders, assessors, title companies, h/o’s, realtors)

·          CPA’s

·          Provide for 24/7 after hours answering and emergency services.

·          Maintain corporate documents.

·          All electronic Association records are backed up daily on a tape system. 

·          Change of Ownership/Escrow Services

·          Provide all required documentation per Civil Code to new homeowners during sale of
           home.

·          Provide all rules/policy information to new homeowners as well.

·          Provide a full time person in our office to interact will all parities involved in a real estate
           transaction.

·          Update both RUN and MAS 90 with new ownership information.

·          Provide a team of customer Service Professionals to handle all incoming calls from
          homeowners, vendors, parties to a real estate transaction, vendors, board members etc.,
          including a dedicated person to your community that is familiar with the community, rules
          and policies, and practices as established by the Board. 

·          Provide for the creation and maintenance of an Association web site if desired by the
           Board.

·          Assist Board with CCR/Governing document interpretation, compliance with California
          laws, and guidance for the Board drawing from our experience on all other issues
          associated with managing the Association.

·          Manage and assure all required Association insurance is in force and renewed 
           annually.  We also serve as the primary contact for any claims made.

·          Serve as primary contact for any legal issues in community.

Property Services

·          Conduct routine site inspections of the community for the purpose of identifying CCR/rule
           violations and checking on the performance of Association vendors.  Inspections are 
           generally focused on seasonal demands like pool, landscape, drainage, and always
           include CCR compliance requirements and routine follow up of vendor activity and 
           performance.

·          CCR/Rule enforcement-Provide assistance to Board to enforce all rules and regulations,
           CCR’s, etc.  Violation report included in each Board package for Board review.  CIMS to
           note violations during on site inspections and sends letters promptly to those in non-
           compliance.

·          Bids and Routine Maintenance

·          Prepare bid specifications for larger jobs and oversee bid process

·          Coordinate entire process of handling small maintenance issues in the community

·          Maintenance calls come to our office.  Work orders are issued to the proper vendor
           depending upon the nature of the work.

·          Major repairs are inspected by management prior to issuing a work order

·          Manage and oversee all vendors associated with your community

·          Review workmanship/performance of Association vendors/contractors and assure
           compliance is being achieved per the specifications in their contract

·          Coordinate preparation and execution of final contract documentation, including the
           verification of proper insurance, updated license status, lien releases, etc.

Financial/Accounting Services

·          Prepare and mail all billing statements/coupon books to homeowners.

·          Coordinate with bank to update our systems with cash receipts on a daily basis.

·          Collect and deposit all payments and deposits made to our office on a daily basis.

·          Manage collection of delinquent accounts in our office for up to 90 days past due. 
           Includes sending past due letters out.

·          Coordinate with Collection Agency when accounts go 90 days or more past due.  We
           automatically send accounts at 90 days past due to Collection agency and then provide
           them with historical information, etc.

·          Ensure Association Collection policy is up to date and in line with CA Civil Code.

·          Distribute Collection Policy to membership as required by law on an annual basis.

·          Review and approve all invoices submitted for payment.

·          Prepare all checks for review and signature by Board of Directors.

·          Reconcile bank statements monthly.

·          Prepare financials statements on a monthly or quarterly basis per contract on an accrual
           basis, including general ledger, income statement, and balance sheet.  Also includes
           detailed budget versus actual for income and expenses, all bank statements and
           reconciliations, cash disbursement journals, balances by homeowners, and collection
           reports from ASAP Collections on each homeowner in collections.

·          Obtain letters of engagement from CPA, distribute to the Board for signature, and return 
           to CPA.

·          Coordinate and distribute to membership annually as required by California law the
           Annual Financial Review.

·          Coordinate tax return preparation with Association CPA.

·          Ensure Corporation Filing and annual Statement of Information is filed with the Secretary
           of State on an annual basis.

·          Close out fiscal year and update system with new budget annually.

·          Assist Board with preparing annual budget for coming year and distribute to all
          homeowners as required by California law (also includes all required disclosures as
          required by law).

·          Contract with professional Reserve Study preparer once every 3 years as required by law
           to ensure the Association has an updated Reserve Study.  Review Reserve Study
           annually to plan for upcoming projects.

·          Execute any CD investments, renewals, or transfers as directed by the Board. 

·          Prepare reserve checks for Board signature for related to Reserve Expenditures of
           transfers to Operating Account.

·          Update vendor files annually.  Reconcile, generate, and mail annual 1099’s to required
           vendors.

·          Answer homeowner and vendor inquiries regarding dues and receivables daily.  Provide
           account recaps as needed.

·          Provide current account balance to title companies during sale of homes in community.

·          Maintain and update annually bank signature cards.