Management Services
for
Ptarmagin at Breckenridge

 

ON-SITE SERVICES


1. Coordinate trash removal from the project.
2. Maintain the cleanliness of all the common areas and stairwells.
3. Remove snow and ice from the common element walkways.
4. Maintain common area lighting.
5. Assist owners and guests with lockouts, emergency message delivery, rules
enforcement and maintenance emergencies.
6. Provide limited landscape maintenance.

ADMINISTRATIVE AND BOOKKEEPING SERVICES


1. Maintain the Association financial accounts, books and records.
2. Bill owners for dues and/or special assessments.
3. Collect and record owners' dues payments.
4. Administer Association bank accounts in a current and businesslike manner.
5. Prepare and mail to the Directors: a monthly financial statement with a comparison to
budget, a year-to-date financial statement with a comparison to budget, and a balance
sheet.
6. Prepare a dues delinquency report on a monthly basis.
7. Pay all approved Association bills when due and keep records of such payments.
8. Pursue collection of all funds due the Association using all legal means until releasing
the case to an attorney for litigation.
9. Prepare an annual budget proposal for the Directors about 30 days prior to the start of
the fiscal year.
10. Prepare an annual budget proposal for the Directors about 30 days prior to the start of
the fiscal year.
11. Complete the Association's tax return at an additional charge.
12. Draft and update new owner information packets and distribute to owners upon
purchase.
13. WPM representative to attend the Board of Directors meetings and report on the
financial condition of the Association: to aid in preparing agendas, committee reports,
etc., for such meetings; to help plan, prepare for, and attend the annual owner's
meeting.
14. Complete special projects for the Directors. Examples include:
a. Complete affidavits to facilitate sales.
b. Coordinate architectural review for Directors.
15. Maintain and update homeowner listings.
16. Solicit and review bids for insurance, cable TV, accounting support, and trash
removal. Present recommendations to the Board.
17. Complete corporate reports as required by the Colorado Secretary of State.

 

 

 

 

 

 

 

 

This page last updated on March 5, 2008