Services
Comprehensive Management Services for Homeowner's Associations Including:
FISCAL
§ Billing and collecting all association dues and delinquent reporting
§ Maintain individual account records
§ File and record liens
§ Establishing and maintaining bank accounts
§ Tax return preparation for accounting firm
§ Assistance in preparing and maintaining a long-range financial plan
§ Assistance in preparing the annual operating and reserves budget
§ Assistance in preparing a capital improvement budget
§ Timely accounts payable
§ Provide all financial reports including bank reconciliation
§ Maintain online banking services for all accounts
§ Effective internal controls
ADMINISTRATIVE
§ Assist in preparing annual calendar with the Board and Committees
§ Maintain a current owner database of resident and non-resident addresses
§ Maintain a complete set of records of the affairs of the Association
§ Place and keep in force all forms of insurance needed to adequately insure the Association and process claims
§ Provide advice on industry standard practices
§ Provide 24 hour 7 day a week emergency response
§ Provide live response to calls
§ Receive and verify completeness of all plans and specifications for ARC
§ Manage clubhouse and pool schedule and reservations
§ Manage, sell and distribute gate transmitters and pool keys
FACILITIES and MAINTENANCE
§ Preventative maintenance scheduling
§ Scheduled property maintenance survey
§ Collect contractor W9 forms and issue 1099’s
§ Schedule clubhouse housekeeping services
§ Assist with contract bidding and negotiation
§ Supervision and inspection of contract work to ensure industry standards are met and work complete before payment
§ Recommend course of action with respect to maintenance items
§ Receive service requests from owners and issue work orders
§ 24 hour on-call emergency service
COMMUNICATIONS AND MEETINGS
§ Distribution of communications to owners
§ Receive all communications including phone calls, voice mail, email, and postal notices for the community
§ Community website updates
§ New member welcome packages
§ New Board member orientation and training
§ Preparation of Board and member meetings and notification to all involved persons
§ Attendance at Board meetings and one annual member meeting
§ Organization and coordination of Board and member meetings (scheduling, facilitating, administering, etc.)
What we do
Worthy uses best practices in association management to provide exceptional services with transparency and accountability.