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Blue Pacific Property

Tustin, CA 92780

714-641-0593
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HOA Management

Maintenance

  • Monthly on-site visits and inspections with checklist.
  • Emergency maintenance service 24 hours a day, 7 days a week.
  • Maintenance requests:
  • -Process all maintenance requests
  • -Contact, hire and supervise all maintenance work with vendors
  • -Meet with vendors at property as required
  • -Follow up on all maintenance matters to ensure properly resolved
  • Renegotiation of vendor contracts to ensure pricing is always competitive.
  • Vendor screening (includes verification of insurance, license and references).
  • Ensure all building systems are current and up to code for maximum safety (includes fire alarms systems, elevators, sprinkler systems, HVAC units).
  • Annual maintenance calendar for managing certifications and timely scheduling of preventative maintenance.
  • Coordinate and manage the Reserve Study for all major building components.

Accounting

  • Monthly HOA due collections (offer online dues payment option), bank deposits and transfer of reserve funds.
  • Monthly reconciliation of account ledgers and late notices to residents past due.
  • Payment of all operating and reserve expenses, including utilities and payroll.
  • Issue monthly financial packet, including bank statements, check registers and summary reports of deposits and expenses paid -all made available on-line for easy access.
  • Coordinate with CPA to complete annual tax returns and financial reviews.
  • Finalize and distribute year-end financial summary.
  • Annual pro forma operating budget with recommendations of reserve quantities for upcoming major repairs.
  • Manage collection of delinquent up to 90 days. Coordinate with collection companies once  

Resident Relations

  • Send out all building notices regarding upcoming maintenance activities/events.
  • Communicate and update owners as necessary on building matters.
  • Manage and resolve resident questions and complaints.
  • Draft and send letters to members who are in violation of CC&R’s, including timeframe for correction or, if applicable, hearing dates.
  • Compile and send annual disclosure mailings to HOA.
  • Ensure HOA is compliant with all current laws governing condominium communities.
  • Handling of delinquent accounts, emphasizing timely follow up and confidentiality.
  • Work with and provide advice to owners on how to handle neighbor disputes.
  • Coordinate all moves for the building in compliance with house operating rules and regulations.
  • Maintain homeowner information database to keep current.

Board of Directors

  • Schedule board meetings, coordinate and send out agenda.
  • Prepare and circulate Board packets.
  • Send out follow up meeting minutes.
  • Prepare to-do lists and assign timelines and people (if required) to all action items.
  • Maintain to-do list and ensure all action items are completed on time and accurately.
  • Coordinate annual elections and manage voting forum.
  • Ensure board meetings and general policies and procedures are being carried out in compliance with the Davis-Stirling Act and buildings’ governing documents.
  • Keeps BOD up to date on any new association laws or changes to current laws.
  • Make recommendations for updates to the CC&R’s, By-Laws and House Rules annually to ensure documents are compliant.
  • Maintain all corporate documents.

Request Proposal

 

BLUE PACIFIC PROPERTY
1432 Edinger Ave., STE 200
Tustin, California 92780

 

Mailing Address
P.O. Box 2968
Costa Mesa, CA 92628


Contact Us
714-641-0593

info@bluepacificproperty.com
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© 2019 Blue Pacific Property | Orange County Real Estate | The Blue Pacific Property logo and 'Trust. Results. Service.' are registered service marks of Blue Pacific CE, Inc. DRE# 01908425

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