OWNER'S ASSOCIATION MANAGEMENT
The purpose of the Association Manager is to assist the Board of Directors in carrying out their duties as Officers of the Owners Association. Marcy Storm as well as Curt Askey of SMS Management are Certified California Community Association Managers. As Manager, under the direction of the Board, SMS Management will assist in the following areas:
Provide for a collection and deposit of all assessments.
Act as custodian for all association funds.
Take reasonable steps for collection of all delinquent accounts.
Disburse funds as needed for maintenance contracts, etc.
Maintain accounting records including preparation of budgets, monthly financial statements and year-end financial reports.
Work with insurance agent to ensure coverage is adequate.
Perform an annual review and obtain bids if needed.
Assist the Board in upkeep, maintenance and management of common areas. This will include contracting for a reserve study as needed.
Work with contractors for reserve work, including obtaining bids as needed.
Organize records/documents received from Association.
Write or delegate letters and communication with membership as directed by Board of Directors.
Provide expertise and consulting for agendas, meetings, and legal requirements as necessary.
Work with legal, accounting, and construction professionals as needed.
Assist with proxies, annual report, special mailings and other items as requested by Board of Directors.