FINANCIALS

  • Assessment Collection
  • Delinquency Follow-up
  • Lien Filings ($100.00 each)
  • Foreclosure Proceedings (We provide the information to an outside contractor once the Board of Directors directs us to pursue the next step with delinquencies)
  • Bill Approval (We contact the specified person on the Board)
  • Bill Payment
  • Financial Report Preparation (Completed Monthly)
  • Tax Return Preparation (We provide the information to an outside contractor)
  • Year-end Financial Report
  • Year-end Audit (Review) (We provide the information to an outside contractor)
  • Budget Preparation (We assist the Treasurer in preparing the annual operating budget)
  • Reserve Analysis (This may be done with the assistance of the Board as well as an outside contractor)
  • Insurance Specification Preparation (We provide the information to an outside contractor)

ADMINISTRATIVE/CLERICAL

  • Board Meeting Attendance
  • Special Meeting Attendance
  • Annual Meeting Attendance
  • Minute transcription/typing (Board of Directors Secretary should complete these, it would be a conflict of interest for us to)
  • Annual meeting coordination (We perform this along with the help of the Board of Directors)
  • Membership Roster (We maintain the roster along with the Board of Directors help)
  • Records and files maintenance
  • Resale’s: preparation and processing of transfer information
  • Resident information pamphlet preparation and distribution (We perform this with the help of the Board of Directors)
  • Resident Orientation (We assist the Board of Directors)
  • Newsletter Editing, Typing and Distribution (A committee should be formed to complete this task however, BAM will develop a newsletter for the Association at a charge of $25.00 per page)
  • Special Mailing (We perform this along with the help of the Board of Directors)
  • Special Photocopying
  • Specification/bid preparation/coordination (We perform this along with the help of the Board of Directors)
  • Contract Awarding (The Board of Directors instructs us who to sign contracts with)
  • Monthly Association Status Report
  • Standard operating procedures review (We assist the Board of Directors with this)
  • Periodic inventory of association property, if applicable (We assist the Board of Directors)
  • Legal (attorney) liaison (We act as the liaison for the Board of Directors when dealing with legal issues)
  • Municipality liaison (We act as the liaison for the Board of Directors when dealing with Municipality)
  • After-hours answering and emergency assistance service
  • Work orders-recording processing
  • Rules, regulations enforcement (We handle this at the Board of Directors direction)
  • Association/directors and officers insurance liaison (We make sure by contacting insurance agents to make sure your association policy is the way it needs to be)
  • General Correspondence
  • Hiring/firing of supervision of on-site personnel (At the direction of the Board of Directors)

BUILDING & GROUNDS MAINTENANCE

  • Janitorial (Performed by outside contractor)
  • Pool, spa, sauna and equipment (Performed by outside contractor)
  • Plumbing, Painting (Performed by outside contractor)
  • Minor repairs/maintenance (Performed by outside contractor)
  • Contract performance inspection (We handle this with the assistance of the Board of Directors)
  • Periodic building/amenity inspection report (We perform this with the help of the Board of Directors)
  • Site Inspection Report
  • Landscape-Lake/Pond (Performed by outside contractor)
  • Tennis Courts (Performed by outside contractor)
  • Street and walk sweep (Performed by outside contractor)
  • Trash collection (Performed by outside contractor)
  • Snow removal (Performed by outside contractor)
  • Contract performance inspection (We perform this with the help of the board of directors)
  • Grounds inspection report

OTHER MANAGEMENT SERVICES

  • Information concerning laws/ordinances (We perform this with the help of an outside contractor)
  • Information concerning rules/regulations (We perform this with the help of an outside contractor)
  • Pool Life Guards (Performed by an outside contractor)