FULL SERVICE MANAGEMENT PLAN (FSMP)

STANDARD SERVICE MANAGEMENT PLAN (SSMP)

FINANCIAL SERVICES ONLY PLAN (FSOP)

Meetings end no later than 8 pm

Meetings start prior to 4:30 and end by 6 pm

No meetings included

 Tax return and audit facilitation

♦

♦

♦

Financial management – accounts payable, accounts receivable, financials

♦

♦

♦

Assessment billing and collection

♦

♦

♦

Fiscal review and budget preparation

♦

♦

♦

Document delivery and escrow services

♦

♦

♦

Annual report

♦

♦

♦

Maintenance coordination (24/7 emergency maintenance service available to SSMP and FSMP)

♦

♦

♦

Maintenance and site walks/inspections

♦

♦

Vendor Management

♦

♦

Reserve study coordination

♦

♦

Community calendar for contracts, maintenance, budget planning, insurance

♦

♦

Insurance review and coordination

♦

♦

Owner communication (i.e., letters, notices, flyers, etc.)

♦

♦

New owner welcome packet

♦

♦

Community website

♦

♦

Architectural Request coordination

♦

♦

Newsletter preparation

♦

♦

Management Report and Action List preparation

♦

♦

Annual meeting facilitation and attendance

♦

♦

Board meeting facilitation, attendance and meeting recording

♦

♦
(Daytime meetings only)

Special meeting and hearing attendance

♦
(Hourly rate)

Additional services are available on an ala carte basis, i.e., the Neighborhood Enhancement Program, newsletter preparation, etc.