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)