Chief Operating Officers Solutions
Administrative
Administrative Services
New Owner Orientation
We provide the applications and new owner orientation packages necessary for transfer. Once we receive completed applications we submit the data for the screening to be scheduled and coordinate interviews with the Board if needed. Our services include background, eviction, Interpol, sexual predator, and other pertinent searches necessary to determine the applicant’s information for screening. We also update the records for new owners and provide the information they need for the association. We can validate the applicants information, do further investigations, analyze against mandatory requirements and fulfillment of post approval processes.
Estimates/Bids
For each service requiring quotes, our office will request vendor quotes and provide to the Board of Directors. We will also schedule meetings with the vendors for the Board as desired. We can also provide side by side comparison of bids, vendor quality surveys, reference checks, and other assistance with choosing the right vendor for the job. Once a vendor is selected we will accommodate the onboarding process including collection of insurance and licensing requirements and contract negotiation and execution. We can also provide post contract support for administrative compliance, work completion, timeline scheduling, site inspections, scope change orders, and independent review requests.
Owner Relations
Customer service is one of our specialties; we work with requests made by the owners/residents to facilitate any necessary action promptly. These include active workorder logs, actions taken, on site of off site staff assignment and follow up to ensure workorder is closed. For other related issues, we log and track the progress of requests and provide follow ups as needed.
Filing
We keep on record the community’s files including financials, insurance, and all other documents that are produced or provided in the management of the community. We use encrypted online servers to ensure you have the information at your fingertips and can access 24/7. We help properly labelling and filing the information, suitable naming conventions for easy search, coordinated planned filing systems and data pull as needed.
HR Solutions
We provide full HR Solutions, from position scope definition, advertising, assessing potential candidates, reviewing policies and procedures, employee setup, and full onboarding processes.