Palmer Property Management

Community Management for Southwest Florida

Services Specifics

General Association Services

• Tactical and Strategic Long and Short Term Association Planning
• Annual & Monthly Financial Management and Budget Planning
• Community Association Leadership Planning and Development
• Developing and Creating Individual Association Processes and Systems
• Property Analysis and Preventive Maintenance Forecasting

Financial Services

• Provide the board of director’s monthly financial reports including a balance sheet, income statement, accounts receivable summary, accounts payable summary, and expenses by vender detail.
• Monthly Bank account reconciliation and balancing
• Disburse funds
• Collection and delinquency reporting
• Accounts receivable delinquency letters, past statement printing and mailing
• Monitor and manage Association insurance requirements
• Billing recordation and tracking of assessments
• Work in conjunction with the Board’s appointee to create any additional reports as deemed necessary by Board
• Guide the Board of Directors in their efforts to construct the annual budget.
• Work in conjunction with the Board’s attorney to assist in ongoing collections/foreclosure issues
• Coordinate with Association’s accountant annually to provide necessary information relevant to annual audit and tax return preparation
• Prepare estoppel letters as needed for unit sales not currently under legal representation; for units in collections/foreclosure with the attorney will provide the attorney necessary information for estoppel preparation
• Assist the Board as needed in both its tactical and strategic planning and decision making
• Other duties as may be require

Comprehensive Management Services

• Complete Financial Services
• Coordination and Attendance of all Board and Membership Meetings
• Supervision of Personnel
• Assist in bidding service provider contracts on an annual or as needed basis and managing projects to completion.
• Process and review of Architectural requests
• Submit state corporation reports
• Enforcement of governing documents, bylaws, ARC guidelines
• Documentation of Association business and records documentation
• Implementation of legal activities, coordination of association attorney acquirement
• Direct annual association meetings and board member elections and committee appointments
• Communicate information to and from residents
• Management of Association owned properties and easements
• Work through homeowner issues and complaints
• Track leases and lease renewals
• 24 hour emergency association services
• Other duties as may be required

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