Legal obligations:
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Maintenance and storage of Association Official Records
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Scheduling and hosting of inspections of Official Records
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Responding to inquiries as required by law
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Interacting with DBPR and other government agencies
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Preparation, mailing, and posting of mandatory notices for required meetings including Annual Meeting and Budget meeting notices
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Cooperation with association attorneys in legal actions to which the association is a party
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Amendments to association documents from development through voting and recording
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Filing of Annual Reports with the Secretary of State
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Issuance of Certificates of Estoppel |
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Intra-Association Issues:
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Preparation and mailing of correspondence to members
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Preparation and mailing of voting packages including:
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Vote to waive or reduce statutory reserves
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Vote to approve a material alterations
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Vote to waive or reduce financial reporting requirements
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Vote for election of directors
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Vote to approve amendments to governing documents
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Transcription of meeting minutes
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Transcription and mailing of community newsletters
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Development and administration of parking control policies
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Coordination and assistance in turnover of associations from developer to owner control |
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Applications for transfer by sale or lease:
- Provide application forms to prospective buyers or tenants
- Receive and review applications for completeness and accuracy
- Obtaining credit and criminal background checks on prospective buyers or tenants
- Forward completed applications to the board of directors or its designated committee for review
- Issue Certificates of Approval or letters of denial to applicants
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Association insurance:
- Maintenance of association insurance policies
- Obtaining quotes for insurance
- Provide information to owners for obtaining Certificates of Insurance
- Maintenance and issuance of FEMA letters
- Provide mitigation forms
- Notify insurance carriers of potential claims
- Cooperate with insurance carriers in handling claims
- Cooperate with insurance defense attorneys in legal cases
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