Elysian Service Commitment

Provide customer service, including responding to concerns, complaints, violations, and CC&R resolutions as submitted via e-mail, phone, or mail; respond to maintenance requests
Document receipt of violation reports and send appropriate notices to homeowner
Document receipt of violation resolutions and verify of compliance with management committee
Assess and record fines as necessary according to community's fining schedule
Track maintenance requests and confirm completion with management committee
Communicate with vendors as needed
Upload bank lockbox information into management software

Community drive-around property inspection and documentation of violations; inspection of common area and facilities
Deactivate pool keys as necessary for overdue balances
Prepare and distribute monthly statements
Prepare executive session and general session meeting agendas, financial reports, community information updates (i.e. attorney, collection, and violation updates), and bids (where necessary); distribute to management committee prior to monthly meeting
Attend, mediate, and facilitate management committee meetings
Publish general session minutes to community website
Provide training for management committee at monthly meeting and distribute information regarding educational opportunities to management committee
Prepare community newsletter as needed
Review and pay community bills
Monitor community budget for negative trends; reassess budget when necessary
Provide year-to-date expected income/expenses vs. actual to community (via website or newsletter)
Reconcile bank accounts
Award and terminate maintenance bids as approved by management committee
Initiate collection process for overdue account balances as directed by management committee or community fee schedule
Coordinate with attorney regarding escalating problems with property owners, including nonpayment of dues and noncompliance with CC&Rs (which are causing a devaluation of other property in the community); coordinate statements of intent to lien, lien filing, foreclosure proceedings, and other legal matters

Perform walk-around inspection of community and documentation of violations as per management committee requests
Elicit independent bids as needed for community maintenance services and review with management committee (i.e. snow removal, common area landscaping care and maintenance, common area facilities cleaning and maintenance, and pool services)
Supervise start-of-season services for common areas and resume utility services as needed
Supervise end-of-season services of common areas and suspend utilities as needed
Quarterly "CC&Rs and Community Q&A" open house forum for community residents
Assist management committee with organizing community-building activities and socials

Notify members of annual HOA meeting; create agenda and compile financial and budget reports for the meeting
Prepare and disseminate year-end financial reports
Coordinate tax preparation and filing
Assist management committee with preparation of annual budget
Review insurance policies to ensure adequate coverage
Preparation for annual audit as requested by management committee

Terminate maintenance vendors as requested by management committee and obtain new bids as necessary
Perform more frequent property inspections as requested by management committee
Assist management committee with preparation for special assessments

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