Services

Financial

Accounting and financial reporting

We maintain topical files, receipts/copies, paid invoices, monthly financials, filing of yearly taxes, assist in audits, etc.

 

Receipts and deposit

We establish accounts as appropriate for the prudent management of cash. The Manager will in a timely manner deposit any cash receipts of the Association into the Association’s primary checking account. The Board of Directors may direct the Manager in the investment of any excess funds from the primary checking account.

 

Oversee contractor bids

SBS Management will obtain as necessary a minimum of three competitive bids for the performance of any service or series of services valued in excess of $1,000.

 

Annual budgets and forecasts

We prepare recommended operating and capital budgets in the fall of each year and will submit them to the Board of Directors for consideration and Board approval.

Disbursements to vendors

Subject to the availability of Association funds, the Manager will make all disbursements of Association funds necessary to discharge any obligations of the Association in a timely manner.  All disbursements shall be made directly from the Association’s checking account. The Manager will make any discretionary expenditure less than $1,000.

 

Soft collection

We maintain records of all persons who owe money to the Association and issue monthly statements to delinquent owners. Further collections will be directed as per Association Policy and direction.

 

Insurance policies

As manager, we will obtain as necessary competitive bids for all insurance coverage required by the Association Declarations, this Agreement, or by order of the Board of Directors as early as possible prior to the expiration of any current insurance policy. We will analyze the bids and recommend a selection to the Board of Directors. As manager, we will purchase such insurance as directed by the Board of Directors. As manager, we will file claims if the Association is entitled to any reimbursement for expenses. If the claim is filed on behalf of the Association, the Manager will provide all documentation to the insurance carrier. If the claim is filed on behalf of an owner, the owner shall provide the Manager with documentation of all expenses to be reimbursed.

Communication

Mailings and communications

We take all telephone calls, emails, faxes, and letters from anyone who has business to conduct with the Association, and will issue appropriate responses. This includes but is not limited to, lot owners, future owners, vendors, contractors, insurance adjusters, attorneys, developers, and governmental agencies.

 

Notices and newsletters

We have the ability to issue notices of any upcoming meetings of the members, along with any other notices or newsletters.

Meetings

As needed, the Manager will attend and assist meetings with the Board of Directors and one annual meeting within the calendar year. The Manager will provide the most recent financials and delinquency list prior to each meeting.

Maintenance

Periodic
property inspections

We will personally inspect the community on a monthly basis or more if deemed necessary. The manager will oversee that any issues from the inspection are rectified in a timely manner.

 

Disbursements to vendors

Subject to the availability of Association funds, the Manager will make all disbursements of Association funds necessary to discharge any obligations of the Association in a timely manner.  All disbursements shall be made directly from the Association’s checking account. The Manager will make any discretionary expenditure less than $1,000.

Soft collection

We maintain records of all persons who owe money to the Association and issue monthly statements to delinquent owners. Further collections will be directed as per Association Policy and direction.

 

Insurance policies

As manager, we will obtain as necessary competitive bids for all insurance coverage required by the Association Declarations, this Agreement, or by order of the Board of Directors as early as possible prior to the expiration of any current insurance policy. We will analyze the bids and recommend a selection to the Board of Directors. As manager, we will purchase such insurance as directed by the Board of Directors. As manager, we will file claims if the Association is entitled to any reimbursement for expenses. If the claim is filed on behalf of the Association, the Manager will provide all documentation to the insurance carrier. If the claim is filed on behalf of an owner, the owner shall provide the Manager with documentation of all expenses to be reimbursed.

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Privacy Policy

Accounting and Financial Reporting

We maintain topical files, receipts/copies, paid invoices, monthly financials, filing of yearly taxes, assist in audits, etc.

 

Receipts and Deposit

We establish accounts as appropriate for the prudent management of cash. The Manager will in a timely manner deposit any cash receipts of the Association into the Association’s primary checking account. The Board of Directors may direct the Manager in the investment of any excess funds from the primary checking account.

 

Oversee Contractor Bids

SBS Management will obtain as necessary a minimum of three competitive bids for the performance of any service or series of services valued in excess of $1,000.

 

Annual Budgets and Forecasts

We prepare recommended operating and capital budgets in the fall of each year and will submit them to the Board of Directors for consideration and Board approval.

 

Disbursements to Vendors

Subject to the availability of Association funds, the Manager will make all disbursements of Association funds necessary to discharge any obligations of the Association in a timely manner.  All disbursements shall be made directly from the Association’s checking account. The Manager will make any discretionary expenditure less than $1,000.

 

Soft Collection

We maintain records of all persons who owe money to the Association and issue monthly statements to delinquent owners. Further collections will be directed as per Association Policy and direction.

 

Insurance Policies

As manager, we will obtain as necessary competitive bids for all insurance coverage required by the Association Declarations, this Agreement, or by order of the Board of Directors as early as possible prior to the expiration of any current insurance policy. We will analyze the bids and recommend a selection to the Board of Directors. As manager, we will purchase such insurance as directed by the Board of Directors. As manager, we will file claims if the Association is entitled to any reimbursement for expenses. If the claim is filed on behalf of the Association, the Manager will provide all documentation to the insurance carrier. If the claim is filed on behalf of an owner, the owner shall provide the Manager with documentation of all expenses to be reimbursed.

Mailings and Communications

We take all telephone calls, emails, faxes, and letters from anyone who has business to conduct with the Association, and will issue appropriate responses. This includes but is not limited to, lot owners, future owners, vendors, contractors, insurance adjusters, attorneys, developers, and governmental agencies.

 

Notices and Newsletters

We have the ability to issue notices of any upcoming meetings of the members, along with any other notices or newsletters.

 

Meetings

As needed, the Manager will attend and assist meetings with the Board of Directors and one annual meeting within the calendar year. The Manager will provide the most recent financials and delinquency list prior to each meeting.

Periodic Property Inspections

We will personally inspect the community on a monthly basis or more if deemed necessary. The manager will oversee that any issues from the inspection are rectified in a timely manner.

 

Disbursements to Vendors

Subject to the availability of Association funds, the Manager will make all disbursements of Association funds necessary to discharge any obligations of the Association in a timely manner.  All disbursements shall be made directly from the Association’s checking account. The Manager will make any discretionary expenditure less than $1,000.

 

Soft Collection

We maintain records of all persons who owe money to the Association and issue monthly statements to delinquent owners. Further collections will be directed as per Association Policy and direction.

 

Insurance Policies

As manager, we will obtain as necessary competitive bids for all insurance coverage required by the Association Declarations, this Agreement, or by order of the Board of Directors as early as possible prior to the expiration of any current insurance policy. We will analyze the bids and recommend a selection to the Board of Directors. As manager, we will purchase such insurance as directed by the Board of Directors. As manager, we will file claims if the Association is entitled to any reimbursement for expenses. If the claim is filed on behalf of the Association, the Manager will provide all documentation to the insurance carrier. If the claim is filed on behalf of an owner, the owner shall provide the Manager with documentation of all expenses to be reimbursed.