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Graham Asset Management, Inc., D.B.A. GRAHAM
MANAGEMENT Specializing In Single-Family Management
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SERVICES |
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Graham Management offers complete management
services specifically tailored to meet each Community's needs. FINANCIAL SERVICES * Complete monthly financial reporting inclusive of collection and delinquency reports, general ledger, reserve fund analysis, bank reconciliation’s, budget variance, and balance sheet. * Accounting by cash or accrual methods. * Daily accounts receivable and payable. * Budget preparation formulated on the zero based budget formats, which ensure correct budgeting. * Interface with Association CPA for annual audits and tax preparation. * Utility analysis and collection rate reports. * Annual or monthly billing statements. DEED RESTRICTION SERVICES * Routing deed restriction inspections performed to note all violations. * Notice of violation sent to all applicable homeowners and tenants. * Deed restriction violation history reports maintained on all homes with photographs and correspondence. * Monitor subdivision for Architectural Control infractions. * Distribute and collect all necessary forms and plans to homeowner. * Maintain ACC database to insure timely response and compliance with conditional approvals and variations. * Common area structures inspected for deterioration, code compliance, safety and maintenance. *
Interface with Associations attorney
relating to all deed restriction and accounting matters. CONTRACT MAINTENANCE * Perform routine site checks to ensure vendors are meeting all contractual obligations. * Inform Board of Directors sixty days prior to expiration of contract. * Obtain specifications, distribute to approved vendors for purpose of bidding on contract renewals. *
Conduct meeting and site walks with
vendors as necessary to convey problem areas or needed maintenance or
attention. ADMINISTRATIVE SERVICES * Preparation of monthly reports to Board of Directors inclusive of financials, management report, deed restriction and physical inspection reports, warranty and contract expiration reports, and all related correspondence. * Recording and maintaining all meeting minutes, resolutions, and amendments. * Preparation of annual meeting inclusive of developing and distributing meeting notices, proxies and ballots, verifying voting eligibility and quorum requirements are met for each item on the ballot. * Maintaining all homeowner and corporate file sand records. * Representing the Association in all court and legal matters and prepare discovery requests. * Handling all homeowner questions and correspondence. * Distributing pool cards, keys, remotes, or other necessary items. * Schedule clubhouse rentals and distribute keys and contracts. * Provide training for all Board members and committee members. * Twenty-four hour emergency service. * Distribute specifications for all proposals; obtain proposals for review by Board of Directors. * Maintain work order database to assign and track status work, record amounts expended on each job, and follow up upon completion of work for customer satisfaction. * Maintain listing of approved vendors with verified insurance and references. * Provide monthly listing to the Board of Directors of new homeowners. *
Mail welcome packets to all new
homeowners.
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