Scope of Services · Provide online video training sessions for both Board members and Homeowners Maintenance
Administration
• Access to your communities’ complete administrative files
• Arrange, schedule and attend annual meetings, organizational meetings and
Board of Directors meetings
• Prepare documentation for board meetings in advance, to include agendas,
management reports, and minutes (secretarial service provided upon request)
• Maintain files, records, and minute books
• Maintain current membership records
• Prepare and present operational/administrative reports
• Prepare correspondence relating to association business
• HOA insurance coordination
• Purchasing
• Mailings
• Prepare and present Welcome Packets to new Homeowners
Fiscal Management
• Access to your communities’ complete financial files
• Budget preparation and analysis
• Billings and collections
• Vendor payments
• Preparation of monthly financial statements
• Timely and accurate financial statements
• Provide for the receipt and disbursement of funds
• Provide necessary data to compare actual performance with projections
• Weekly processing of accounts payable
• Prompt and accurate recording of assessment payments
• Direct Deposit
• Effective delinquency collections
Training
• Regular on-site inspections of common areas
• Monitor on-site maintenance employees
• Receive, log, and process common area work orders
• Review specifications on special work projects
• Vendor and preventive maintenance supervision
• Contract bidding, proposal compilation, and recommendation for services
• Subcontractor/vendor insurance file collection and maintenance
• Property maintenance history reports (upon request)
• Service request documented by work orders
• Work completion notice (sent to requesting party and report given to
Board of Directors)
Property Inspections
• Friendly but firm enforcement of CC&R’s and Rules and Regulations
• Regular drive-through inspection of entire community
• Regular homeowner property inspections for CC&R compliance
• Notices mailed to homeowners of any CC&R violation
• Confirmation of CC&R violation correction and completion
• Accounting and homeowner notification of any imposed fines
Architectural Review
• Review CC&R’s to integrate specific restrictions and time frames into
Architectural Guidelines
• Receive and log all architectural applications
• Perform preliminary review to ensure complete application submittal
prior to forwarding
• Architectural plans forwarded to the Architectural Control Committee (ACC)
or designated review representative
• Orientation and training of association’s appointed ACC
• Mapping and tracking systems for architectural follow-up
Special Programs Available
• Websites available
• Architectural control
• Special facilities
• Rehabilitation and renovation
• Construction support
• Fund control (multiple financial statements)
Developer Programs Available
• Developer transitioning
• Association set-up
• Consulting
• Budgeting
• Education for Developers and Homeowners
• Programs to ensure your financial, management, landscape, and building success
• Architectural Guidelines
• Rules and Regulations Booklet
• Document review
• Establishing contractors
• Complete management, financial & administrative services
• Turnover walk-through
• Set up record keeping
• Maintenance programs
We Do Community Association Management...Better!
To contact us:
CID Property Management, Inc.
41811 Ivy Street, Suite C
Murrieta, CA 92562
951-698-9099 (Office)
858-663-9685 (Cell)
951-639-4600 (Fax)
951-691-7074 (24-Hour Emergency
Voicemail Help Line)
Email: Info@CIDPMI.com
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