Management Solutions First 30 Days Turnover Transition Program

Site – Risk Management

Evaluation – Community Maintenance

• Clubhouse

• Lights

• Mailboxes

• Buildings

• Parking – Driveway Areas

• Sidewalks – Curbs

• Doors – Trim

• Windows – Trim

• Gutters – Downspouts

• Trash Containers, etc.,

Inspection With Service Contractors

• Landscaping – Irrigation System

• Pool / Spa

• General Maintenance Person or Contractor

  Develop work Matrix with all Service Contractors and Preventative Maintenance / Risk

  Management Program

Administrative

Review – The Governing Documents – Rules and Regulations – Resident Handbook

Review – Minutes and Resolutions Book

Review – Current Service Contracts and Site Inspections with each and develop work Matrix

Review – And Handle Infraction Letters and Collection of Assessment Policy

Meet – With Legal Counsel to Update Over Due Accounts and Other Association Legal Issues

Review – Reserve Component Study

Financial – Program into Management Solutions Data Base, all your Accounting

Membership Records

Verification – Of Cash Balances in Bank Accounts Per Bank Statements, Memberships

Phone Numbers and Tenants, if available

Evaluate – Balance Sheet Accounts and Reserve Funding Schedule

Verify – Over Due Accounts and follow through of Board of Directors Approved Collection Policy

Contact – All Payables, Insurance Firms, PG&E, Etc., Change Billing Addresses

Evaluation – Of Current Budget to Actual

Setup – Association Files and Records