CAM & HOA Services
What We Can Do For You
Our partnership of people and ideas works. In key areas of our business, we have established networks and relationships that provide information technology, organization, and operational effectiveness.
Our clients’ interests are protected by our most fundamental values. Property Counselors Management Group represents “The Mark of Excellence in Community Management”.
Our Mission is to Find Unique Strategies to Achieve Your Goals.
Many clients’ needs do not fit into established categories. Identifying the issues is the essence of strategic change. Nevertheless, there are recurring themes in our assignments:
- Financial management
- Optimizing equity value
- Construction management
- Asset repositioning strategy
- Due diligence management
- Bond and tax credit compliance
- Resident retention strategy
- Market analysis strategy
- Marketing and sales strategy
- Lease up strategy
Our Objective is Helping Our Clients Outperform Their Competitors.
Property Counselors Management Group is involved in strategy management through our operating initiatives and comprehensive strategies.
We believe that few management companies today have concentrated as thoroughly on taking the time to understand their clients and needs. In addition, we believe that we possess the knowledge to succeed in increasingly competitive markets.
Our objective is helping our clients obtain their goals while keeping costs to a minimum and providing the ability for higher equitable value. We strive to work with our clients to create value that is sustained over the long term.
Our Approach to Management is a Partnership of People and Ideas.
As a result, the value of a relationship with Property Counselors Management Group is demonstrated by the results achieved.
We believe a relationship should enhance our clients. Furthermore, our clients should find our people useful partners able to share concerns and be prepared to support them with a network of resources.
To ensure this foundation of trust, our firm maintains an uncompromising policy of confidentiality, both internally and externally.
Superior Strategy Formulation is the Trademark of First-Rate Management.
Change is the primary challenge. New operational approaches are changing the foundation of competition.
Homeowners’ naturally resist the notion that success can be planned. They are right. Most success comes from a continuing process of strategy development. Insightful analysis is necessary to uncover the unique aspects of each competitive situation.
In addition, strategy demands creativity. Creative insight is the result of a process that combines new information, insight, experience, and the willingness to explore unconventional alternatives.
We Work With Our Clients Through a Process of Discovery and Innovation.
The best strategy has no value until it is implemented. We are dedicated to helping manage the change necessary.
The most powerful force for change is created when the organization discovers the logic for change itself.
We complement a community’s knowledge, experience and skills. We see our mission as working closely in support to turn more of the possible into the actual.
ADMINISTRATIVE SERVICES
ORGANIZATION OF MEETINGS OF OWNERS– Preparation, posting/ mailing notices, agendas and other necessary documents. Prepare and distribute meeting minutes
ORGANIZE MEETINGS OF THE BOARD OF DIRECTORS – Preparation, posting/ mailing notices, agendas and other necessary documents. Prepare and distribute minutes.
ATTENDANCE OF MEETINGS – Manager shall attend 8 meetings per calendar year.
GUIDE AND ASSIST MEMBERS OF THE BOARD IN PERFORMANCE OF OBLIGATIONS
GUIDE AND ASSIST MEMBERS OF THE BOARD IN DEVELOPMENT
GOVERNING DOCUMENTS – As requested by the Board, assist in the administration of the provisions of the Declaration, Articles of Incorporation, By-Laws, rules and regulations and policies of the Association.
DISTRIBUTION OR DOCUMENTS – Coordinate, post and mail the annual and special meeting notices, including the election of Board of Directors packet.
RECORD KEEPING – Maintain records of the affairs of the Association and the Board, including but not limited to, the Declaration, Articles of Incorporation, By-Laws, rules and regulations, policies, Minutes of meetings, copies of contracts, etc., and maintain all such documents in a current status. All such records shall belong to the Association.
OWNER REGISTERS – Maintain registers of Owners, Officers, and Directors and such other registers or schedules as may be required by the Governing Documents.
OFFICIAL COMMUNICATIONS AND CORRESPONDENCES – Attend to all correspondence necessary to the management of the association. Keep the Board of Directors abreast of any official communications affecting the Association property.
OWNER REQUESTS – Assist in resolving individual Owner requests as they pertain to the administration of the Association, its Common Elements, and governing “Rules and Regulations” as set by the Board of Directors.
ADDITIONAL SERVICES AVAILABLE
- Secretarial services for special projects such as newsletters
- Maintenance/ Janitorial services for common areas
- Additional Board of Directors or Owners meetings
- Special billings (Special Assessments, dock usage, etc.)
- Preparation of documents for legal counsels for use in lien filing
- Rental unit investigations, process rental application
- New buyer investigations, process resale application
- Mortgage approval forms
FISCAL SERVICES
INSURANCE COVERAGES – Perform an annual review of all-insurance coverage and specifications as required by the Board of Directors or Florida Statutes. This includes soliciting and analyzing quotes for the Board of Directors review. (If applicable)
ANNUAL BUDGETS – Prepare a recommended annual budget. The budget shall be based on prior operating expenditures, estimated future expenses, and required capital reserves. The budget shall be submitted to the Board for its consideration and /or adoption.
OPERATING AND RESERVE ACCOUNTS – Account for all assessments and other charges due by Owners; maintain checking, savings and other income accounts. Collect, post and deposit all assessment/ association dues checks.
DELINQUENT OWNERS – Mail notice of delinquency to any Owner in arrears and take such reasonable action for the collection of the delinquent assessments as the Board may determine in accordance with the Governing Documents and adopted policy procedures.
ACCOUNTS PAYABLE – Make all disbursements from assessments collected for normal recurring expenses as provided in the budget. All expenditures not budgeted shall be made only with the approval of the Board and or its representative.
FINANCIAL STATEMENTS – Furnish a monthly OR quarterly Board of Directors packet and financial statement prepared on a modified accrual basis, which will include all income and expenses and will reflect the net cash position of the Association and may include*:
- Balance Sheet
- Budget Comparison Report.
- Reserve/Fund Balances
- Check Register
- A/P Aged Trial Balance Report
- Activity Reconciliation Report
- Aged Arrears Report
- Owners Sales Report
- Bank Statements & Reconciliation Reports
* Financial report can be modified according to the Board of Directors needs
TAX RETURNS – Assist associations C.P.A. in preparing all required tax returns, compilations, reviews or audits. .
YEAR END REPORTING – Prepare year end financial report within sixty (60) days following the end of the fiscal or calendar year (or the date otherwise provided in the By-laws of the Association) consisting of actual receipts and expenditures of the association for the previous twelve (12) months, incompliance with Section 718.111(13) or 718.111(14), Florida Statutes.