Docs

Articles, sample documents and industry links.

Residential property management, community association management and commercial property management.

Management Transition

Community Association Management

Corporate Transparency Act – Board Presidents and Treasurers Register with the state here
Cold Weather Heat Pump Operation (PDF)
Ethics – Model for Board Members by CAI (PDF)
Collections Policy Sample (DOC)
Document Retention Schedule (PDF)
Records and Inspection Sample Policy (PDF)
Maintenance Standards Policy (PDF)
Owner E-Statements Announcement (PDF)
Online Payment Instructions (PDF)
Web Portal Instructions
Insurance Claim Handling Step-By-Step (PDF)
Reduce Liability with Certificates of Insurance (PDF)
Condo Tax Return Basics (PDF)
Sales Tax Issue with Condominium Association (PDF)
Condominium Sales Tax – CERT 103 Frequently Asked Questions (PDF)
CERT 103 Article on Proper Taxing of Complexes Featuring Sam Tomasetti CPA (PDF)
CERT 103 Form for Proper Taxing of Complexes from Vendors (PDF)
CPA Tax District Benefit Explaination Letter (PDF)
Board Meeting Minutes Cheat Sheet (PDF)

Commercial Property Management

Efficient Roofs (PDF)
Managing Vandalism (PDF)

Commercial Brokerage

Links