v Act as “agent” for the Association for the purpose of registration with the State of Oregon and for receiving official notifications pursuant to that registration.
v Assist the Association by delivering, or causing to be delivered, notices to owners, occupants, vendors, and other pertinent contacts as requested by the Board of Directors.
v Provide consulting services to the Board regarding administrative operation of the Association. Advise the Board on interpretation of governing documents, rules and procedures, and state statute and rule.
v Attend meetings of the Board and membership (as requested by the Board).
v Conduct turnover meetings.
v Prepare & distribute notifications to owners for annual meetings; prepare proxy other annual/special meeting materials.
v Assist Board in evaluating and selecting vendor contracts.
v Provide account statements to escrow companies.
v Assist Board in preparing the annual budget.
v Conduct visual exterior inspections of the community.
v Provide CC&R compliance (enforcement) services [owner notifications & follow-up].
v Create and maintain Association’s financial records on an easily transferable application, such as QuickBooks.
v Establish and maintain Association bank accounts. Deposit moneys received. Disburse moneys for legitimate bill payments authorized by the Board.
v Bill owners for Board-approved assessments. Receive and deposit payments from owners.
v Analyze vendor invoices and recommend Board action as appropriate. Pay bills.
v Prepare regular financial reports (generally monthly and annually) and provide analysis and interpretation of significant items in those reports.
v Prepare annual State corporation registration and annual Federal and State tax filings.
v Perform payroll services if needed.
v Conduct review (as complete as desired) of previous management company records and performance.
v Assist Board in reviewing reserve fund studies.
v Prepare websites, printed newsletters or other communications to membership.
v Conduct and prepare Reserve Study Analysis