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)
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