HOA Boards:

• We assist the Board with preparation of the board meeting agenda.
• We post all agendas to ensure compliance with Florida Statutes.
• We take provisions to have someone record and translate meeting minutes if necessary.
• We prepare your annual meeting notices and record the proxy votes.
• We keep the “Official Minute” books.
• We assist the Board in reviewing and enforcing the association documents, including rules and covenants.
• We employ the necessary personnel required to meet a customer’s specific needs.
• We assist the board or committees with the bidding process.
• Our management will assist you with unit owner communications, which consist of unit owner letters, association newsletters, as well as notices.

Our work orders track the inventory, materials, labor, and other information related to the work on a property or a unit within that property.

Magnum maintains a complete audit trail on all service requests made by the homeowner either in writing or by telephone directly to our office. Requests are then entered into the Magnum system and a work order is generated. Depending on the request, action will be taken by the administrative assistant, or given to the property manager to determine the course of action necessary. The Manager may come to the Board for authorization if necessary. Magnum’s software provides a print out for the Manager to pass on to a Board or Committee member and will become part of the Manager’s monthly written report. The owner typically authorizes any non-emergency repairs over $250.00. Our property managers handle all maintenance repairs efficiently and effectively.

Our technical services provide routine repairs and maintenance along with building condition surveys. Furthermore, our own mobile team undertakes most of the minor repair work in the buildings with high efficiency and at a lower cost.

Magnum provides complete janitorial service, landscaping services and handyman services

• General maintenance
• Grounds cleanup
• Clubhouse general cleaning
• Construction clean up
• Emergency cleaning services
• Blinds cleaning
• Restroom sanitation
• Window cleaning
• Hard surface floor care
• Pressure washing
• Carpet care
• Special event services
• Upholstery cleaning

• Electrician
• Plumbing
• General Contracting
• Mechanical Systems etc

• Year round activity: off season policing /mowing/pruning
• Licensed pesticide applicators
• Turf care programs: nutrient management /weed controls
• Enhancement programs: flower rotations /seasonal color
• Tree/shrub care: nutrient management / IPM programs
• Pruning trees and shrubs
• Tree and stump removal
• Monthly site reports are prepared by our staff and faxed or e-mailed to you

Our monthly reports include the following:

• Aged Owner Balances – Report Summary.
• Collection Report for the month reporting.
• Owner Summary for the reporting period.

Financial Statements

• Cash Receipts Journal.
• Balance Sheet.
• Income & Expense Statement.
• Reserve Statement.
• General Ledger Trial Balance.
• A/P Distribution to G/L Report.
• Aged Accounts Payable Summary.
• Bank Account Summaries.
• Cash Balance Summary.

Financial Reports:

• Annual Budget.
• Reserve and Maintenance- including preventive and code compliance.
• Capital Improvement budget.
• Tenant Improvement Budget.
• Yearly Tax Preparation and year end documentation.

Administrative:

• Tenant Profile.
• Eviction Notices and Processing.
• Lease Summaries based on annual lease review.
• Lease renewals, CAM collection, CAM reconciliation, monthly sales tax payments.
• Review of Insurance Coverage and Expiry dates.

• Open Work Orders by Vendor
• Vendor Histories
• Work Order History
• Service Request History

• CCR History Report – detailing violations, status and open items
• Violations Report for the reporting period
• CCR Pending Requests as of reporting period
• CCR Violations Inspections as of reporting period
• Amenity Report
• Collections and Late Notices Recap
• Community Financial Summaries

Your assigned Bookkeeper works with the Manager, Treasurer and/or Budget Committee Chairman or the Association’s assigned CPA, for the following:

• Budget Preparation
• Special Assessment Needs
• Year End Requirements
• Yearly Tax Preparation