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AAM, LLC
SCOPE OF SERVICES
1. REVIEW AND COMPREHENSION OF DOCUMENTS
· CC&Rs, Bylaws, Articles
2. FINANCE / ACCOUNTING
· Collects Income
· Pays invoices – weekly
· Prepares monthly financial statements on a cash or accrual basis
· Coordinates reserve studies
· Coordinates tax returns, corporation commission filings and audits
· Collections of delinquent members: sends notices, filing and recording of liens, assists attorney in collection efforts
· Assesses late charges, fines and special assessments
· Establishes bank accounts
· Budget analysis and preparation
· Coordinate tax parcel consolidations
· Provides real time data on-site via Citrix server
3. MAINTAIN COMMUNITY PERMANENT FILES AND HOMEOWNER FILES BY LOT
· Meeting minutes and resolutions
· Meeting notices
· Recorded deeds
· Violation letters, delinquency notices and homeowner’s correspondences
· Board of Directors correspondences
4. MAINTENANCE AND PROPERTY UPKEEP
· Management of all aspects of the property
· Performs property inspections on a regular basis
· Coordination of all maintenance and repairs
· Analyzes and makes recommendations for all-site personnel
· Prepares specifications for bids, as required
· Enforces CC&Rs, rules and regulations
· Obtains insurance and initiates claim processing
· Communicates with vendors and contractors on a continuous basis
· Processes architectural requests for approval
· Provides customized automated architectural control and violation tracking system
5. ASSISTS BOARD OF DIRECTORS AND COMMITTEES
· Coordinates meetings, agendas, amendment provisions, voting explanations and facility arrangements
· Attends Board of Director’s meetings as required
· Homeowner’s mailings
· Newsletters
· Meeting Notices
· Envelope stuffing, copying and postage
· Maintenance of address list changes
· Maintains corporate records
· Provides written and verbal communication with homeowners and other parties, as needed
· Provides recommendations regarding architectural control submissions
· Updates Board of Directors on current and pending legislation
6. HANDLING TRANSFER OF OWNERSHIP ON RESALE UNITS
· Distribution of welcome letters
· Responds to title company requests
· Processing of checks and verification of payment
· Provides closing instructions
· Communicates status of accounts
· Answers title company and homeowners questions
· Distribution of documents
7. 24 – HOUR EMERGENCY NUMBER
· AAM staff member on call after hours for emergencies
· Vendors and contractors provide 24 hour number
· Managers carry cell phones | 
