Administrative Services
 

Administrative Services

Communication

The foundation of a strong community association is effective communication, OMNI is proud to provide our clients a comprehensive communication. Our Communication Services include:

  • Offer, create, host, and regularly update Community Websites for communities we serve, providing an effective and convenient way for homeowners to stay informed about what is happening with their association by providing up-to-date community specific information and resources
  • Respond to emails and voicemails no later than the end of the next business day
  • Draft and distribute ALL notices required by State Statute and/or Association's Governing documents (i.e. Annual Meeting Notices, Budget Disclosures, Resolutions, etc.)
  • Draft and distribute other routine operational correspondence on behalf of the Association
  • Distribute other formal correspondence drafted by the Board when requested to do so
  • Offer auto-dial reminder messages to members and board members (i.e. Ballot return request, board/membership meeting reminders, etc.).
  • Warm calls to welcome new owners to their new home and community.
  • Company magnets are issued to all members upon

Board Support

  • Professional consultation through our attendance at regularly scheduled Board meetings, annual General Membership meetings, and annual Budget Ratification meetings
  • Comprehensive support through the preparation and distribution of Board Packets at least 4 days prior to regularly schedule Board meetings which include:
         1. Meeting Agenda
         2. Previous Meeting Minutes
         3. Supporting Materials
         4. Manager's Narrative Report
         5. Violation and Work Order Activity Reports
       

Compliance Enforcement

  • Regular, complete, and consistent community inspections
  • Preparation and distribution of homeowner violation letters based on community compliance standards
  • Receive and process compliance issues from Board members and other homeowners according to Board approved process
  • Provide Board members a Monthly Site Inspection Report which summarizes new, open, and recently completed compliance activity
  • Provide Board members a copy of all compliance letters distributed each month
  • Assist the Association in the development or modification of Association rules, regulations, and policies in accordance with State Statute and the Association's Governing documents

Architectural Review

  • Provide a detailed Design Review Application for homeowner use
  • Receive, log, and review initial Design Review Applications for completeness
  • Promptly distribute completed applications to designated Committee or Board members
  • After receiving direction from Committee or Board, process approval or denial letter or request additional information from homeowner as needed

Insurance / Risk Management

  • Coordinate with the Association and their insurance agent toward acquiring applicable insurance coverage
  • Provide professional support and counsel regarding Property Insurance, General Liability Insurance, Directors and Officers Insurance, and Fidelity Insurance
  • Receive and report any known incident which may result in an insurance claim to the Association's insurance agent
  • Work with the Association to perform an Annual Risk Assessment in order to identify and mitigate any potential areas of loss or over exposure

Policy Development

  • Inform and educate the Association of any significant changes in the national or local Community Association Industry (i.e. legislation, court decisions, insurance, taxes, etc.)
  • Provide professional support and counsel to the Board of Directors regarding their fiduciary responsibilities and their overall governance practices
  • Counsel and assist the Association in the continuous development of Policy and Administrative Resolutions in accordance with State Statute and the Association's Governing documents

Professional Services Coordination

  • Provide professional support and counsel to the Association concerning the benefits and selection of additional professional services as needed (i.e. general legal counsel, collections, engineering, public accounting, reserve studies, investments, etc.)
  • Utilizing Trestle Management Group's competitive bidding process, bids are obtained for Board consideration and selection
  • Coordinate with Board selected professionals as needed

Other Administrative Services

  • Provide a physical business presence for the Association
  • Serve as Registered Agent and accept any notices on Association's behalf
  • Provide requested information concerning real estate transactions within the Association (i.e. resale certificates, escrow demands, mortgage questionnaires, etc.)
  • Maintain Association records and files and make available for inspection in accordance with State Statute and the Association's Governing documents and policies

 
 

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