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UPA Full Services
- Prepare board packages
- Attend board meetings
- Provide full accounting services (see below)
- Prepare Resale Packages at $250 As provided by Virginia Law
- Prepare requests for vendor proposals
- Evaluate proposals; provide recommendation to Board
- Review contracts for services
- Monitor contractor's progress/completion of job
- Inspect community/prepare letters/follow-up
- Prepare for and assist with annual meeting
- Provide after-hours emergency assistance
- Set up and coordinate with committee chairs
- Assist with architectural review process
- Prepare legal notices required by the governing documents
- Advise board of changes in association management regulations/practices
- Secure appropriate insurance
- Maintain association records
- Arrange for and work with reserve specialist
- Host website
- Provide for newsletter development and publication
Accounting Only
- Mail assessment coupons
- Receive and process assessment payments and other receivables
- Receive association invoices
- Review invoices and approve for payment
- Pay association bills
- Process payroll (if required) and file related tax forms
- Reconcile association bank accounts
- Prepare monthly financial statements
- Monitor overdue accounts and work with collection attorney
- Prepare and provide assistance with association's yearly budget
- Provide annual accounting information and work with accountant to complete year end audit and tax returns
- Maintain owner database
Custom
- Selection of individualized services.
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