Proactive Property Management

1) Association Management

• Establish PPM and Client Partnership for Day One
• Work with Developer, Owners and Associations on Transition Plan, Ramp-Up Period,
  Hand-Off and Timing as needed
• Work with Developer and Owners to establish a new Board of Directors if needed.
• Attend Board of Director Meetings
• Attend Annual Owner Meetings
• Provide meeting minutes and meeting management support
• Adhere, copy and provide Condominium By-Laws as required
• Conduct Property Inspections
• Enforce Association Rules and Regulations

2) Operations Management

• Provide Building Maintenance for Common Areas and Infrastructure
• Provide Emergency Maintenance for Common Areas and Infrastructure
• Provide Preventative Maintenance for Infrastructure
• Utilize building and equipment warranties
• Negotiate maintenance contracts as required and manage vendors
• Maintain a list of equipment and furniture inventory in common areas.

3) Finance

• Provide Annual Budgeting, Accounting and Bookeeping Support
• Work with Developer, Owners and Association to establish or adhere to existing Approval Authorization Levels
  (e.g., on Proposals, Invoices, etc.)
• Pursue Developer, Owner or Association Board Approvals as required
• Establish Bank Accounts on behalf of Association as needed
• Collect Condominium Fees, Special Assessments, and Delinquencies
• Maintain Insurance Policies
• Assist Associationa's CPA with Taxes and Audits

4) Reporting

• Provide Monthly/Quarterly Financial Reports
• Provide Management Reports prior to Board of Director meetings
• Send reports via e-mail or U.S. mail for distribution

Frequently Asked Questions