MANAGEMENT AND DOCUMENT ADMINISTRATION

Our clients count on us to administer to the daily activities of their Community in a prudent and organized manner. The systematic execution of detailed tasks and activities is what makes for a Successful Community. 

• Attend Monthly Board meetings. Prepare meeting agenda, management report, and financial statements presentation.
• Attend Annual meeting. Prepare all annual election notices, agenda, member roll, proxies, and voting percentage calculations.
• Assist in Annual Budget Preparation with analysis from prior years. Copy and distribute approved budgets to owners.
• Assistance in long range project planning.
• Physically visit the Community at least once per week. The purpose of each visit shall be to observe and record maintenance and rule compliance.  Conduct a monthly property inspection and provide board members with a written report.
• Issue warning and violation letters to unit owners who are in violation of the Association rules and regulations.
• At the board’s request, solicit bids for work to be performed. This includes assisting in the preparation of specifications and bid requirements. Provide Request for Proposal packages to contractors. Assist board in selecting the best contractor to complete the project.
• Receive and respond to all association phone calls. This includes 24-hour emergency response.
• Review and recommend changes in policy/procedures within the association operations.
• Daily interaction with on-site personnel. Weekly on site meeting with personnel. Monitor employee performance and make recommendations.
• Monitor utility usage. 
• Process Annual Report to be filed with Illinois Secretary of State.
• Paid Assessment Letter, 22.1 Illinois Condo Disclosure, move-in welcome package, condominium documents and by-laws will be packaged per the Associations requirements.
• Parking sticker program administration.
• Legal proceedings, Village permits, and other various off-site governmental proceedings.

 Go Back To Top
 

ASSESSMENT AND ACCOUNTING ADMINISTRATION

The sound operation of any Community is the financial foundation that it sets on.   

• Mail all Association members monthly assessment billing statements.
• Receive, record, and deposit Association monthly assessments and other income.

• Provide Association Treasurer with delinquent report on or about the 15^th of each month.
• Process 30-Day demand notice. Upon expiration of 30-Day demand, provide information to Association Attorney for filing forcible entry and detainer action.
• Bill payment and processing. This includes: review bills, bill approval, check writing, and check signing by authorized Association Board Member.
• Monthly Financial Report Preparations:
  • Balance Sheet
  • Operating Statement
  • MTD and YTD Actual vs. Budget
  • Monthly Check Register
  • Monthly Member Assessment Aged Report
  • Monthly Bank Statement Reconciliation

·        Year End Closing includes providing information to Accountants for Tax Return Preparation.

CONSULTING

Our programs have resulted in improved Community organization and more efficient operations.  We can customize a consulting program to meet your needs.

• Financial Analysis and Budget Preparation.
• Association Policies and Procedures.
• Rules and Regulations.

• Annual Meeting Packages.
• Organizational Reviews of Administrative, Maintenance, and Board procedures.

 Go Back To Top

MAINTENANCE

Work is contracted with a select group of responsive, reliable and cost effective vendors who have proven themselves to us over the years.  Major maintenance projects are always done with competitive bids.

Physical plant services that we offer are: 

• Conduct inspections of Association common area property, grounds and equipment.
• Provide a preventative maintenance program to buildings and grounds. Coordinate scheduled and unscheduled maintenance activities.
• Order requested and necessary repairs. Oversee the work and inspect the finished product for completeness and compliance to contact specifications.
• Arrange for outside consultants (as needed) to prepare major project specifications.
• Respond to maintenance complaints, concerns, suggestions and questions from residents. Provide 24-hour emergency response.

 Go Back To Top

UTILITY AND ENERGY CONSERVATION

Our clients have saved hundreds of thousands of dollars over the years because we review their utility bills.

• Utility bill tracking, analysis and reporting.
• Energy Sourcing to alternative suppliers to ensure the lowest cost.
• Sub-metering, remote monitoring and billing.
• Energy efficient lighting plans.
• Energy Conservation Strategies.
• Energy Purchasing Strategies.

 Go Back To Top