| 1. Board Meeting
Participation |
| |
One monthly Board of Directors meeting will
be attended. |
| 2. Board Meeting
Preparation |
| |
The necessary materials will be prepared for the monthly
Board of Directors meeting. These include notices, nomination
forms, proxies, mail ballots and other appropriate documentation
which are required to support the meetings. |
| 3. Communications |
| |
General correspondence will be prepared dealing with routine
operational matters between the Association and Members,
contractors, agents, government officials, or other entities.
Additionally the distribution of notices required by the
Association will be arranged, including but not limited
to Notice Of Annual Meetings, and Notice Of Elections. |
| 4. Complaints
& Rules Administration |
| |
A computerized complaint tracking program will be implemented
and will be updated daily with all complaints from the Association,
and activities related to the resolution of each complaint
will also be logged. Assistance will be provided to the
Association in the refinement and/or development of the
rules, regulations, and architectural review guidelines. |
| 5. Insurance Administration |
| |
Assistance will be provided to the Association and a qualified
insurance agent in placing the required insurance by providing
required information. Any known incidents which may result
in an insurance claim will be received and reported to the
insurance agent. |
| 6. Member Meeting
Participation |
| |
One annual Member’s meeting will be attended. |
| 7. Member Meeting
Preparation |
| |
The necessary materials will be prepared for the annual
Member’s meeting. These include notices, nomination
forms, proxies, mail ballots and other appropriate documentation
which are required to support the meetings. If eligible
by Florida Statutes, the Association shall conduct all elections
and voting activity online with a qualified, reputable,
and licensed vendor. |
| 8. Monthly Management
Report |
| |
One Monthly Management Report will be prepared in an organized
format to facilitate the Association’s understanding
of the events of the past and upcoming month, and will highlight
those items where the Association is to make a decision.
The Monthly Management Report should be categorized into
the following components: Meeting Agenda, Executive Summary,
Financial Statements, Correspondence, Operations Report,
Complaints & Rules Administration Report, Maintenance
Request Processing, Community Inspection, Contract Specifications
& Bidding; |
| 9. Policy Development |
| |
The Association will be informed on significant and relevant
legislation, insurance, financial practices, court decisions,
or tax rulings pertaining to community associations. The
Association will be supported in the development of resolutions
to address important administrative and policy matters;
and offer advice and direction to the Association regarding
their governing process and responsibilities. |
| 10. Professional
Services Selection |
| |
The Association will have exclusive access to leading
professionals and services within a Professional Services
Vendors database. Said Professional Services Vendors will
include qualified, reputable, and licensed professionals
in the following fields: consulting, law practice, accounting,
insurance, banking, investment, information technology consulting,
and website design & building. |
| 11. Record Keeping |
| |
A filing system of the Association's important records
will be developed and maintained; included would be such
things as contracts, Member communications, public agency
filings, financial information, insurance policies, resolutions,
and legal documents in paper hard copy or computerized data
format. |
| 12. Unit Transition
Services |
| |
Unit Transition Services will be provided that shall include
a Background Check, Community Application, Community Questionnaire,
Estoppel Certificate Letter, and Transfer & Orientation.
During the Transfer & Orientation Members will be made
aware of the Association By-laws, Rules & Regulations,
and other appropriate documents prior to taking possession
of their Unit. |
| 13. Administrative
Support |
| |
The Association shall be provided services and supplies
up to the sum two hundred fifty US Dollars ($250.00) (“Administrative
Support”). Administrative Support shall include but
not be limited to Photocopying and faxes, Postage, Long
distance phone calls, Assessment and Special Assessment
coupons & statements, Courier services, Record storage
and retrieval costs, and Customized Association laser checks. |
| 14. Board Meeting
Minutes |
| |
Minutes for the monthly Board of Directors meeting will
be recorded and filed. |
| 15. Legal Coordination
& Participation |
| |
Account information will be prepared to assist the Association's
attorney in any litigation. In the event a court appearance
with the Association’s attorney is necessary, a maximum
of fifteen (15) hours (“Legal Hours”) annually
will be provided. |
| 16. Member Meeting
Minutes |
| |
Minutes for the annual Member’s meeting will be
recorded and filed. |
| 17. Records Transfer |
| |
At the request of the Association one (1) Records Transfer
shall be completed to a designated party. |
| 18. Website Creation
& Management |
| |
The Association will be provided a fully functional website
for the community that will include features such as Address
Book, Amenities, Announcements, Boards & Committees,
Classifieds, Documents, E-Forms, E-mail Bulletins, Events
Calendar, Games, Garage Sales, Homes for Lease, Homes for
Sale, Hot Links, Job Bids, Live Chats, Maps, Message Boards,
Questions, Reservations, Site Searches, Surveys, Task Manager,
Volunteering, Voting, and What’s New. |