Assist the Board and Committees in the review, evaluation and enforcement of association governing documents.

Develop and review departmental policies and procedures to the specific needs of the association in accordance with the governing documents of the community

  • Administration
  • Accounting
  • Architectural Control/Review
  • Environmental Services
  • Activities/Amenities
  • Security/Community Services
  • Roads
  • Maintenance/Pools
  • Grounds Care
  • Communications/Publications

Association Record Keeping

  • Governing Documents
  • Association Board and Committee minutes
  • Contracts
  • Legal Documents
  • Member rosters
  • Annual reports
  • Vendor information
  • 1099’sCertificates of Insurance, etc.
  • Board orientation, education and consultation
  • Organize annual, special, and town hall meetings of Owners including the preparation of notices, agendas and other necessary documents
  • Assist in the facilitation of Strategic Planning
  • Organize meetings of the Board of the Association including the preparation of notices, agendas and other necessary documents
  • Digital record implementation and file management
  • Issuance and oversight of property owners’ cards
  • Website development and maintenance
  • Administer the Association’s insurance portfolio including the filing of all claims
  • Assist in resolving individual Owner requests and concerns as they pertain to the administration of the association, its common elements and governing documents
  • Mediation/Dispute Resolution
  • RFQ and RFP development for association projects
  • Obtaining contractor bids and overseeing contractors
  • Maintaining vendor and contractor relationships


Establishing and fostering enhanced working relationships with municipalities and outside agencies that interact with community associations; including, but not limited to:

  • Municipal Planning and Zoning/Code Enforcement Departments
  • Road and Bridge/Highway Departments
  • State Environmental Agencies
  • Local, County and State Law Enforcement/Public Safety Agencies
  • Area Emergency Services Providers