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Mangement Solutions
Transition Program

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

 
 

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