Service Plans
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Open Service Level
$1,100
- ASSOCIATION SUPPORT:
- Phone Reception
- X
- X
- X
- X
- Record Keeping
- X
- X
- X
- Online QA Service
- X
- Web Services 1.0
- X
- ASSOCIATION MANAGEMENT PLANNING:
- Management Planning
- X
- X
- Resident Information Maintenance
- X
- X
- X
- MEETINGS:
- X
- X
- ASSOCIATION LEADERSHIP AND GUIDANCE:
- X
- MEETINGS & PROJECTS:
- X
- X
- X
- X
- X
- X
- FINANCIAL SERVICES:
- Financial Activity Recording
- Accounts Receivable
- Accounts Payable
- X
- X
- Monthly Financial Reporting
- Audit and Review Solicitaion
Full Service Level
$1,400
- ASSOCIATION SUPPORT:
- Phone Reception
- Customer Communication
- Form Letter Processing
- X
- Print, Pack, Ship
- Record Keeping
- X
- X
- General Business Filings
- Online QA Service
- X
- Web Services 1.0
- X
- ASSOCIATION MANAGEMENT PLANNING:
- Management Planning
- Budget Development
- Board Meeting Preparation
- Resident Information Maintenance
- Property Inspections
- Work Order Entry
- Rule & Regulation Enforcement
- MEETINGS:
- Association Meeting Attendance
- X
- ASSOCIATION LEADERSHIP AND GUIDANCE:
- X
- CONTRACTS & PROJECTS:
- Project & RFP Solicitation
- Legal Review and Tracking
- Contract Management
- Professional Bids (Insurance/Engineering)
- X
- X
- FINANCIAL SERVICES:
- Financial Activity Recording
- Accounts Receivable
- Accounts Payable
- Late Letter Processing
- Annual Budget Review
- Monthly Financial Reporting
- Audit and Review Solicitation
Premier Service Level
$1,900
- ASSOCIATION SUPPORT:
- Phone Reception
- Customer Communication
- Form Letter Processing
- Task and Case Management
- Print, Pack, Ship
- Record Keeping
- Email Blasts
- Web Posts
- General Business Filings
- Online QA Service
- Onsite Office Attendance
- Web Services 1.0
- Hosted Web Site
- ASSOCIATION MANAGEMENT PLANNING:
- Management Planning
- Budget Development
- Board Meeting Preparation
- Resident Information Maintenance
- Property Inspections
- Work Order Entry
- Rule & Regulation Enforcement
- MEETINGS:
- Association Meeting Attendance
- Board Planning Sessions
- ASSOCIATION LEADERSHIP AND GUIDANCE:
- Leadership Sessions
- CONTRACTS & PROJECTS:
- Project & RFP Solicitation
- Legal Review and Tracking
- Contract Management
- Professional Bids (Insurance/Engineering)
- Vendor Management
- Project Management
- FINANCIAL SERVICES:
- Financial Activity Recording
- Accounts Receivable
- Accounts Payable
- Late Letter Processing
- Annual Budget Review
- Monthly Financial Reporting
- Audit and Review Solicitation