HOA management & Condominium services

1. Over 30 years in Community Management Portfolio Management Our assigned Manager provides services to more than one association client. Your monthly management fee is a function of time. The number of property inspections and after-hour meeting attendance as well as community oversight will determine your management fee. Board volunteers have access to our management software for ACC/ARC, covenant enforcement, work orders, financials/collections, etc. Why Choose Us •Managers have balanced portfolio •Monthly written inspection, Work order, & Violation Reports •Accountability – we supervise so you do not have to •Longevity of staff •Departmentalized systems •Strong administrative support for managers Accounting We offer comprehensive accounting services including: •Departmentalized, in-house staff •Daily bank reconciliations you’re able to view 24 hours a day, seven days a week. •Customized reporting options •Budget preparation •Financial by 10th business day

2. Online Management Tools Our interactive online tools give you unlimited access to your community. In this new age of technology, we strive to make your digital experience as quick and seamless as possible by providing: •A/P approval and payment •Bank activity, financial reports, detailed collections info •Any violations and ARC requests made by owners and occupants •Ability to issue or review work order reports and notes •A web portal for owners where they can report and receive updates on R & M, pay their bills, review payments history, and report street light outages. Assessment and Collections Like our bank reconciliations, you can view assessment and collections information no matter the day or time including: •Charge card, eCheck, coupon, ACH •Customized automated processing •Tracking collections and assisting counsel Paying Expenses with Paperless Billing Going paperless will save you frustration, time researching and processing payments especially if you are a number’s guy. •Payables lockbox captures invoice image •Online portal for Board review and approval •Checks issued upon expense approval •Online activity retained for perpetuity Repairs, Maintenance, and Improvements Maintenance is part of life. Vanguard works with preferred service providers, either yours or ours to receive the best service at the best price. Managers: •Create maintenance calendar and monitor routine services for compliance •Assist with development of specifications •Manage bidding and oversee projects •Supervision of projects and inspections

3. Covenant Enforcement Violations happen and it’s important someone knowledgeable and experienced is on hand to take charge of the situation. •Guidance with initial policy/statutes •Inspections, write and issue letters •Handle all owner responses (phone, mail, email, online) Customer Service Communication is crucial to an efficient business. Vanguard Management’s customer service department allows you to: •Get answers from “live” customer care representatives •Experience extended customer service hours •Pay by ACH, charge card, eCheck, coupon •Access forms or apps by download, fax, or online completion •Track critical dates such as insurance expiration’s, etc. Inspections Vanguard Management Group provides written inspections that are tailored to your community and include: •Common areas and amenities •Maintenance contract supervision •Grounds and service reports Online Architectural Review & Processing •Application and all documents available online •Date sensitivity protocols •Auto-approval option •Share notes, comments with committee/Board •Manager assistance as needed Personalized Onsite Management Services Hanging your onsite manager?

4. Hiring the “right” manager the first time! Vanguard is your best solution. Our selection process ensures that your future manager has the people skills, management, and technological capabilities. Only qualified and experienced professionals are presented to the Board. The Board has the final say. Our ongoing supervision and training ensure that your Board and Manager get the individualized support they need to ensure a successful transition. Our Process Meet our Transition Team We need to know what makes your community special. Ultimately, the managers we recommend will have the experience that matches the needs of your association. Talk to Us Each Board has wants, needs, and expectations. We need to understand yours. Preliminary Interviews and Testing Vanguard at any given time has a database of interested, qualified, and experienced candidates. Those whom we believe to be your best fit will then undergo rigorous testing as follows: •Deductive Reasoning Ability •Management Potential •Achievement •Flexibility •Confidence and Optimism •Thoroughness •Sense of Duty •Innovation •Influence •Independence •Professional Potential •Word Processing •Basic Computer Literacy •Problem Solving •Multi-tasking Credit and Criminal Background Screening •Eligible candidates undergo credit and background screening. Board Interviews and Selection

5. •Candidates that meet salary, testing, and screening criteria are then presented to the Board. •The Board receives test results, resumes, and letters of recommendation from former employers. •The Board will meet the eligible manager(s) and ultimately decide the best fit for their community. Onboarding –Vanguard provides an operational audit. •Unlike a financial audit, all systems and operations performed by the association are scrutinized. •Recommendations where appropriate will enhance efficiency and the quality of services. However, any changes to existing processes and procedures come with the approval of the board. •The Manager, Staff, and Board approved volunteers are provided with initial andongoing training on Vanguard software including the community website. •Vanguard, not the Board, is responsible for ongoing supervision of the manager and staff. Self/Assisted Management MANAGEMENT SERVICES-Self-Managed and Assisted Management Works well for associations with active volunteers. Since no manager is assigned, the association can save considerable sums for management of the property. Vanguard provides accounting, collections, meeting notices, bidding insurance, State/Federal filing, online payables, paperless record retention, and a robust website. Board volunteers have access to our management software for ACC/ARC, covenant enforcement, work orders, financials/collections, etc. Managerial assistance and meeting attendance are available for an additional fee. For additional information, check out this link. Accounting •Departmentalized, in-house staff •Daily bank reconciliations you are able to view 24/7. •Customized reporting options •Budget preparation •HOA accounting •Financial by 10th business day Assessment and Collections •Charge card, eCheck, coupon, ACH •Customized automated processing •Tracking collections and assisting counsel

6. Paying Expenses •Payables lockbox captures invoice image •Online portal for Board review and approval •Checks issued upon expense approval •Online activity retained for perpetuity Customer Service •Get answers from “live” customer care representatives •Extended customer service hours •Pay by ACH, charge card, eCheck, coupon •Forms-apps by download, fax, or online completion •Track critical dates such as insurance expirations •Self-Managed Homeowner Associations •Self-Managed Condominiums Online Unlimited Access Tools •A/P approval and payment •Bank activity, financial reports, detailed collections info •Owners and occupants with violations and ARC requests •Issue or review work order reports and notes •Web portal for owners with the ability to report and receive updates on R&M, review payments history, and make electronic payments A La Carte Services. •Inspections •Repairs, Maintenance, and Improvements •Covenant Enforcement (Violations) •Implement Fining Committee •Online Architectural Review and Processing