Full Service Program
The following are provided under our Full-Service Homeowner Association Management package:
FINANCIALS/ASSESSMENTS
- Collection of assessments and depositing into financial institution of Association's choice
- Lock box service for dues collection at no additional charge.
- Auto debit program for payment of dues at no additional charge through Owner Portal.
- Credit/debit pay system through 3rd party service
- Preparation of monthly delinquency report to be distributed to the Board of Directors and mailing of delinquency notices as needed
- Preparation of lien notices and lien filings by 3rd party (fees for these services are charged to the delinquent homeowner)
- Assistance with collection lawsuits if necessary, appearance at small claims court as needed (extra fee per rate schedule is charged to delinquent homeowner)
- Preparation of monthly and annual financial reports
- Assistance with preparation of annual budget and reserve study analysis to be distributed to all owners
- To make all necessary monthly expenditures out of operating account and other payments as directed by the governing Board of Directors (To reconcile monthly bank statements)
- To assist Association's accountant with preparation of annual tax returns and annual fiscal review
- To prepare and distribute annual W2 and/or 1099 forms as required by the federal government
- Payroll and quarterly payroll reports if applicable using a 3rd party service
MEETINGS
- Arranging the places, dates, agendas, and times for the meetings, conference room available if needed
- ZOOM conferencing and remote meeting
- Preparing and mailing notices, proxies, ballots, and agendas, and making any necessary phone calls required to communicate with Board members
- To attend meetings of the Board of Directors
- To take, record, and keep minutes thereof, and assist in the orderly transaction of Association business
- To attend one annual meeting of the membership per year and keep minutes thereof
CORRESPONDENCE
- Preparation of all correspondence as directed by the Governing Board
- To maintain files as deemed appropriate by Governing Board
- Issuing cards and/or keys for the pool and RV areas and keeping records for same if applicable
- Sending out of welcome packets to all new owners with information and rules in regard to the Association
- Completion of all escrow demands in regard to sale of units in the Association
- Provide requested information in regard to Association to lenders as needed
INSURANCE
- Assist Association in procuring bids
- Arranging meetings between the Association and the insurance agent
- Supervising the Association's performance of the insurance contracts
- Assisting in the processing of insurance claims
Obtaining Certificates of Insurance from all Association vendors naming the Association as additional insured
REPAIRS AND IMPROVEMENTS
- Soliciting bids as directed by the governing Board
- Making payments, upon prior approval of the Board of Directors, of all costs and expenses incurred in the above
- Monthly site visit for rules compliance
- To have available to the Association qualified maintenance personnel
MISCELLANEOUS
Additional fees may be incurred for these additional services.
- Other duties to be included as mutually agreed upon by Board of Directors and The Management Alternative
- Rules and enforcement procedures development and implementation
- Governing documents revision projects
Litigation support - Personnel supervision
Financials only program
The following are provided under our Financial Services Only management program:
FINANCIALS/ASSESSMENTS
- Collection of assessments and depositing into financial institution of Association's choice
- Lock box service for dues collection at no additional charge.
- Auto debit program for payment of dues at no additional charge through Owner Portal.
- Credit/debit pay system through 3rd party service
- Preparation of monthly delinquency report to be distributed to the Board of Directors and mailing of delinquency notices as needed
- Preparation of lien notices and lien filings by 3rd party (fees for these services are charged to the delinquent homeowner)
- Assistance with collection lawsuits if necessary, appearance at small claims court as needed (extra fee per rate schedule is charged to delinquent homeowner)
- Preparation of monthly and annual financial reports
Assistance with preparation of annual budget and reserve study analysis to be distributed to all owners - To make all necessary monthly expenditures out of operating account and other payments as directed by the governing Board of Directors
- (To reconcile monthly bank statements
To assist Association's accountant with preparation of annual tax returns and annual fiscal review - To prepare and distribute annual W2 and/or 1099 forms as required by the federal government
- Payroll and quarterly payroll reports if applicable using a 3rd party service
MISCELLANEOUS
- Maintain Association’s database and update as needed.
- Other duties to be included as mutually agreed upon by Board of Directors and The Management Alternative
- Preparation of lender questionnaires and escrow documents as needed (Note: An additional fee is charged to the buyer and/or seller involved for these services.)
Developer Resource Program
This program is designed specifically to help in the transition from development into member managed associations. The program includes the following services:
Services
- Set up of Association bank accounts
- Preparation and filing of paperwork to obtain FEID and tax exempt status
- Negotiation and securing of all necessary vendor contracts (landscaping, entry gates, etc.)
- Assisting with insurance coverage
- Transfer of ownership to new buyers and welcome packet
- Organization and execution of first Annual General Meeting and election of officers
- Processing of monthly billing and payables
- Set up of Association accounting records
- Consultation services for developer and new owners.
- For pricing and further information regarding this program, please contact Sonja Bachus by phone at (209) 544-3422 or email at: sac@tmamulti.com.
Maintenance Services
We offer general property maintenance and emergency maintenance services.
Maintenance Department information
- To submit a Work Order request you will need to fill out a Work Order Request Form.
- Please note that the Maintenance Department has up to 24 hours to respond to each request. If you have an emergency (roof leak, sprinklers running excessively, fire, etc) please contact the office directly at (209) 544-3422 and someone will assist you.
- All responses will be made via email unless specifically requested otherwise. If there is a need for scheduling telephone communication may be required.
- In order to process your request effectively please fill out your Work Order Request as completely as possible.