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.
- 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.
View UPA office locations in Virginia
• Virginia Beach UPA
• Suffolk UPA
• Newport News UPA
• Williamsburg UPA
• Richmond UPA
