Community Management

The following is a partial list of the services we provide for your Association, as well as a list of some of our optional services. Hopefully, this will give you a better understanding of Management's role in the operation of your Association.

• Board Communications
• Correspondence
• Supervision and communication with   vendors
• Thoroughly familiar with the Association’s   finances
• Assist in annual budget preparation
• Annual review of insurance
• Attend Board & Annual meetings
• Type & print minutes and other Board   meeting materials
• Assist in writing & adopting rules
• Supervise upkeep & maintenance
• Regular inspections of the property
• Secure bids to maintain property
• Secure discounts & rebates for Association
• Maintain the books & records of Association
• Coordinate Architectural Control
• Coordinate creation, hosting and   updating of Association website
• Assist callers, answer questions and   direct concerns to proper personnel
• 24 HR / 7 DAY – MAINTENANCE EMERGENCY SERVICE
• Financial mailings
• Special mailings
• File Management
• Communications Support

• (800) 547-3224. Available to direct incoming calls to appropriate Peachtree Department (voice mail available)

• Bookkeeper, A/P Clerk and A/R Clerk
• Collection of regular/special   assessments
• Banking (operating & reserve funds)
• Track delinquent assessment accounts
• Coordinate attorney collection process
• Generate financial statements and   delinquent reports
• Help to facilitate annual CPA report & tax   returns and facilitate quarterly tax payments
• Title and Refinance processing

Optional Services

 • Legal / Litigation
   • Walkthroughs
   • Building / Landscape Acceptance
   • Budget
   • Hearings
   • In-House meetings w/     Board/Homeowners
   • Committee
 • Newsletter Composition
   • Special Mailings
   • Research
   • Recorder of Minutes
   • Delivery *
   • Ticketing/Towing Vehicles
   • Phone/Letter Logs
   • Document Revision
   • Clubhouse Rental Service
   • Issuance of Permits/ID’s
   • Committee Stenographic Work
   • Litigation Management
   • Reconstruction Management
   • Inspection Reports
   • Emergency Work After Hours
   • Special Projects
   • Title & Refinance Processing
   • Inspector of Election Service

PEACHTREE OBJECTIVES AND PHILOSOPHY

Interested in Quality, Professional Management Services?

Work with Peachtree CAS, the leading Bay Area Community Management Company, promoting superior customer service, strong ethics, integrity and expertise.