Consulting where and when you need it most.
We're experts in development of reserve studies and operating budgets with decades of experience in ALL types of communities from condos to townhomes, single family to masterplans and mixed use, plus everything in between.
Direct point of contact for owner services
Welcome letters and new owner information
Coordination of maintenance needs
Assistance in complying with state laws
Listen to adjacent neighborhoods, city and county
Written managers update
Plan and prepare board meetings
Draft board and meeting minutes
Review association reserve study
Prepare maintenance list for board
Coordinate annual association meeting
Update board member list and track election terms
Site inspection of all association property
Policy drafting (as needed)
Collection of assessments
Process payment for association service
Reconcile monthly transaction and provide detailed report
Written managers report on significant variances
Prepare annual year-end financial report
Assist with the tax preparation (CPA fee not included)
Assist with the preparation of the reserve study
Prepare annual budget
Establish and maintain associations' funds (upon transaction)
Provide administration for the ADR process
Intake of architectural review applications from owners
Serve as liaison between the association and owners.
Work with the Board selected consultants.
Maintain design review files
Provide regular reports to the association on each project and current status.
Maintain full accounting of each project for consultant time and tracking of construction deposits.
Answer Owner Calls
Key Fob Distribution
Meeting Facility Arrangements
Bid/Request for Proposal (RFP) Management
Communication of priorities and timelines set by the Board of Directors/Community Management
Project activity monitoring for compliance with all governing documents of the Association any discrepancies to the Community Manager
Regular inspections of all projects
Closeout Report/Warranty Documentation
Support to all contractors within the jurisdiction of the CC&R’s and Bylaws or other Association documents
Oversight/monitoring of building systems
Maintain pools by certified pool operators
Coordinate with owners during onsite projects
Onsite oversight of bids and vendors
Common are cleaning
Assist community manager with bylaw enforcement
Our Team Has a
YEARS COMBINED EXPERIENCE
Founder and CEO
PCAM, AMS, CMCA
Katie Anderson prides herself on staying abreast on all industry related news/trainings and regularly attends Community Associations Institute’s (CAI) national conference, law seminar and annual retreat, along with ACAM-CEO’s annual conference. She has been asked to speak at the CAI National Conference and sits on the board of ACAM-CEO. Her 18 years of experience in HOA community management and consulting, paired with her ever growing knowledge, have given her an edge in assessing and leading communities in the right direction with ease.
Bill Anderson takes accounting seriously, making sure your assessment money gets where it needs to be and is fully accounted for. With 10 years’ experience with HOA accounting, he understands the intricate ins and outs of processing payments, keeping records and making the accounting process run smoothly. He can help your community both survive and thrive through best practices, easing the burden of assessment collection.
Homeowners' Association (HOA) management services, now serving all of Oregon
Portland, Bend, Salem, Eugene, Medford and all surrounding areas.
855 SW Yates Drive Suite 202
Bend, OR 97702
VISITORS BY APPT. ONLY