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