Association Management

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.
  • Host website.
  • 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.