UPA Full Service Package

The complete turn-key management solution:

• Prepare Board packages.
• Attend Board meetings.
• Provide full accounting services (see “Accounting Package” below).
• Prepare resale packages as required by State 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.
• Assist with newsletter development and publication.

UPA Financial/Accounting Only Package

Technology and automated systems ensure affordable, accurate and timely record keeping and reporting.

• 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 for site employees and file related tax forms.
• Reconcile association bank accounts.