Provide third-party contract administration? Coordinate with onsite staff, including Vendor Liaison and Handyman - if any. Process and coordinate Architectural and Landscape Variance requests Provide onsite inspection for deed restriction violations and who conducts inspection? Experience with short term and long term rental issues within a condominium community Send out violation letters, set up hearings, and manage fines Review and recommend modifications to HOA documents to meet Davis-Stirling and current needs? (i.e. bylaws, resolutions, etc.) Expected Financial Services: Who performs financial management? Describe the credentials of the accountant and/or accounting staff
yes, may charge fees
Yes
Yes
YES
yes
Yes
Yes
YES
yes
Yes
Yes
YES
Yes - by Community manager
not stated
YES - Management
YES - Management
Yes
YES
yes
Yes
Yes
YES
In house - including delinquencies Staff of 40: A/P; A/R; Collections - "Regular traing & rigorous yearly audit"
In house
In House
In House
Controller with 15 years experience
not stated
CPA
Does the same accountant or staff
person handle the day- to-day financial data? Are financial statements
not stated
Yes & Yes
Yes/NA
YES
reviewed prior to submission to the board?
List accounting software used in preparation of HOA financials On what date each month are financial reports completed and provided to the board? Are financial reports electronically archived and delivered to the board? List financial reports produced on a monthly basis List financial reports produced on an annual basis Are federal tax returns filed on or before April 15? Any monthly bank charges for association accounts? Monthly reconciliation of all bank accounts?
not stated
"C3" & Strongroom
Jenark
Appfolio
25th or 1st - also customizable
not stated
not stated
15th-20th YEs
Standard reports; see letter - did not answer tax; bank charges; or reconciliation questions
see Agreement Item G - Financial Responsibilities
Standard Reports See Proposal
See Proposal
As soon as posted on Strongroom
When are expenses posted?
not stated
not stated
Weekly
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