CMI offers a complete range of Management services, which can be tailored to your specific needs. Our unique team is comprised of professionals whose combined
professional credentials and designations are unparalleled in Oregon. This solid pool of talent allows us to build a plan and a support team around your unique community.
Fiscal Services
- Accounts Receivable
- Accounts Payable
- Preparing and distributing monthly financial statements (accrual basis)
- Coordinating tax return and audit preparation through the Association’s accounting firm
- Preparing and filing annual reports for state agencies
- Preparing and filing annual reports for the Corporation Commission
- Insurance Renewal
- Operating Budget preparation
- Preparing notes on budget changes from previous fiscal period
Reports and Correspondence Services
- General correspondence
- Prepare Rules/Regulations & Reminders
- Prepare Enforcement Letters
- Newsletters
- Website development, hosting and administration
Meeting Preparation and Attendance Services
- Attending Association and Board of Directors meetings
- Recording meeting minutes
- Coordinating meetings
- Preparing agendas for meetings
Record-Keeping Services
- Maintain records and files
- Set up and maintain databases of property owners
- Devise yearly management plans specific to the needs of the client
- A 24-Hour Emergency answering service
- Telephone contact with new and potential owners, appraisers, real estate agents, and inspectors
Additional Administrative, Clerical and Property Management Services
- Distribute new owner Association packets
- Coordinate specification development/bid preparation/award winning contracts
- Process and record work orders
- Conduct compliance and contract administration site visits
- Prepare periodic status reports
- Hire/Fire/Schedule on-site personnel & contractors
- Process Lender, Escrow and Realtor Requests
- Act as a Legal Liaison