We provide services in the following areas:

FINANCIAL

Budget Preparation

• Prepare and submit to the Board budget information based on historic and current contract costs in the budget preparation and approval process.
• Prepare the final budget for Board approval.

Assessments

• Invoice all regular and special assessments in accordance with the Board of Directors and the regime/association documents.
• Regular follow-up of all delinquent accounts.
• Coordinate attorney's involvement regarding lien filings and foreclosures if requested by the Board.

Management of Funds

• Establish individual regime/association accounts with Board approved financial institutions.
• Maximize return on invested funds as directed by the Board.

Disbursements

• Disburse funds as approved by the Board.
• Review and approve individual invoices.
• Review and approve all contract payments.

Financial Statements

• Provide the Board statements including balance sheet, statement of operations with comparisons to budget, and cash flow.
• Prepare a detailed analysis of all disbursements.
• Prepare a monthly aging of assessment receivables.
• Prepare an explanation of all budget variances.

SUPERVISORY

Property Inspections

• Manager conducts regular property inspections of the common areas.

Contract Administration

• Supervise service contractors including landscape maintenance, pest control, trash collection, and others as required in the normal day-to-day management of the property.

Covenants, Restrictions, and Bylaws

• Enforce regime/association rules and regulations as directed and agreed to between the Board and the manager.
• Assist the Board in the interpretation of legal documents.
• Assist the Board with any modifications to the regime/association legal documents.

ADMINISTRATIVE

Meetings

• Schedule and attend meetings of the Board.
• Schedule and attend annual membership meetings.
• Prepare all meeting agendas and draft meeting minutes.
• Prepare and mail to all members materials for the annual meetings and other information as requested by the Board.

Contracts

• Prepare bid specifications, coordinate bids and contract preparations, and obtain final contracts for Board approval.  This applies to normal day-to-day service contractors.

Insurance

• Obtain quotes for Board approval for regime property, liability, and D&O coverage.
• Periodically review and update insurable values as requested by the Board.
• Coordinate all claim efforts.

Other Services

• Maintain all regime/association records as required by documents or applicable Federal and/or State laws.

SUPPORT SERVICES

Data Processing

• In-house ATG Complete Control for Communities computer system.
• On-site accountants who perform all accounting services.
• On-site management staff equipped with state-of-the-art computers and software.

Administrative Offices

• Located on Johns Island and Isle of Palms

Memberships

• Community Associations Institute
• Charleston Board of Realtors