Services

SPM is a service oriented company, thus we will find the solution to any problem.

If we can’t fix it, we will find someone who will.

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We provide solutions that are designed based on a holistic view of the community, where each component of the Association is perceived as equally vital for the development and well-being of the neighborhood. Our vast experience and connections in the area allow us to allocate resources in a fast, convenient and affordable manner to the different situations that arise.

Accounting

  • Prepare Annual Budget and update Bi-Annually.
  • Establish & maintain Resident & HOA financial records.
  • Annual Filing Requirements:
    • Coordinate Review/Audits/Tax Preparation with HOA CPA.
    • Coordinate preparation Reserve Study.
    • Complete Annual Secretary of State Report & DORA.
  • Establish Bank Accounts as needed (Checking, Savings & Reserves).
  • Manage Accounts Payables: Review, verify, prepare & disperse payments.
  • Account Receivable: Issue monthly statement, collect funds, and perform collections.
  • Follow established collections processes and policies as set forth in SB 100 Policies.
  • Receive and pay HOA bills every month.
  • Provide storage of all Associations records.

Web Services

  • Web portal with interactive community information.
  • See and download all Association documents.
  • See events and receive announcements.
  • See you account ledger.
  • Pay online.
  • Submit ARC requests.
  • Receive email notifications.

Administrative

  • Administer Association contracts with maintenance contractors.
  • When SPM feels qualified, prepare bid specifications for projects required by the Association.
  • Attend and coordinate Board, annual and special meetings.
  • Prepare meeting packets.
  • Prepare meeting minutes.
  • Answer daily calls and inquiries from membership.
  • Act as a legal address for the HOA.
  • Receive mail addressed to the HOA and respond accordingly.
  • Prepare & submit all mortgage & title transfer company inquiries.
  • Develop and maintain Individual Property Records for each property.

Covenant Inspections

  • Perform community inspections.
  • Generate & mail covenant violation letters.
  • Keep records of all violations.
  • Provide violation reports for Board members upon request.

A-la-carte

Services for self managed HOAs and other management companies by the hour:

  • Accounting
  • Administrative
  • Covenant Inspections
  • Web services