Our Services

Billing & Accounting 

• Bill and Collect HOA Assessment(s)  
• Collections of Past Due Assessments  
• Maintenance and Reconciliation of an individual checking account and savings account in the Name of the Association
• Provide the Board a Monthly Financial Accounting Including: Monthly Income & Expenses, Balance Sheet, and Accounts Receivable Aging Summary
• Process and Deposit all Accounts Payable
• Process Liens for non-payment of Assessment and/or Non-Compliance Fines - including recording the appropriate documentation for liens and lien releases, and satisfy the 30-day notification requirement (Certified mail and County recording fees extra.  In addition, in accordance with specific Association CC&R’s, an administrative fee is charged and billed to the homeowner with the delinquency).   
• Provide Closing Agent with Charges Relating to new ownership
• Assist the Board with the development of the Annual Budget
• Assist the Board with the Annual Financial Audit

Meetings  

• Attend Regular Board Meetings and Annual General Membership Meetings (1 per month) Note: Meetings running longer than 3 hours will be charged an additional fee at $60.00 per hour.  
• Provide information pertaining to the operation and management of the Association
• Distribute via email the Secretary’s Board and/or Membership Meeting minutes to all Board Members 
• Arrange for location (if needed – facility charges additional)

Declaration of Covenants Conditions and Restrictions Enforcement

• Perform Monthly Inspections
• Send Compliance Letters to all home owners
• Provide the Board of Directors with a monthly Violation Report
• Assist the Board of Directors with Appeals
• Serve as the Contact for Association Members to Report Violations

General or Annual Activities

• Assist with the Election of the Board of Directors
• Provide an Insurance Review
• Oversee Maintenance Contracts
• Assist in the review of Maintenance Contracts (where needed as requested)
• Provide an Annual Account Statement to Each Homeowner
• Security Gate Updates

We believe every client is unique and we customize our services to meet individual HOA needs.  One of our goals to is provide superior services in every respect by treating each community with highly individual specialized attention.  We adapt our service to meet the needs of YOUR community.

Optional Responsibilities Available at Additional Charge

Miscellaneous

• Provide Secretary’s Meeting Minutes to all Association Members
• Record Meeting Minutes 
• Provide Monthly Financial Report to all Association Members
• Customized Welcome Packet
• Customized Newsletters
• Neighborhood Directory 
• Meeting Notification
• Provide Replacement Gate Remotes
• Mail Box Lock Replacement

Facilities & Grounds Management

General

• Initiate and Execute Maintenance Contracts,
• Providing the Board with a detailed report of findings and recommendations

Private Swimming Pool Management

• Hire and directly supervise employees 
• Train employees on operations and procedures
• Train and oversee employees on water chemical maintenance
• Process employee schedule and payroll activities
• Customize an entry policy to minimize unauthorized facility access

Clubhouse Rentals

• Show clubhouse
• Execute rental agreements
• Collection of rental fees and deposit money
• Ensure compliance with rental agreement clean-up
• Coordinate renters and outside agencies (i.e. alarm company) for smooth events and homeowner security

New Homeowner Association Start-up Consulting

Thank you for considering

J&M Management

for all your

Homeowner Association Management Needs