HOA Management

HOA Management Services

Guarding Your Investments On The Greater Monterey Peninsula

Full Service Homeowners Association Management

Owning a rental investment on the Greater Monterey Peninsula can be exciting and rewarding, but it can also be a lot of work. Caring for even one rental requires regular attention on your part if you hope to protect the property and keep your tenants happy. It can be difficult juggling your day job with being a landlord. Once you own more than one property, it can start to seem impossible to keep up with it all.


At Terra Vista HOA Management, we provide a solution to the problems that ownership brings. Marketing, tenant screening, repairs, renovations, routine maintenance, rent collection, legal compliance, accounting, late-night phone calls – we handle all of it. You can focus your energy on what is important to you, while we ensure that your valuable investment is properly cared for. Our company has been around since 1959, so we understand what it takes to manage a successful rental property. Let us put our skills and experience to work for you.


We offer our services in Monterey, Carmel, Pacific Grove and Pebble Beach. Feel free to give us a call and discuss your specific management needs. We look forward to speaking with you.

HOA Management Services

Management
  • Site inspection
  • Oversee service contracts
  • Main records
  • Assist in evaluating contract bids
  • Assist in obtaining and maintaining insurance policies
  • Assist in required reserve studies
  • Assist with Election of Directors – Registration/ballot counting
  • Availability for emergency calls

Administration/Records
  • Attend Board meetings
  • Attend Annual Members’ Meeting
  • Clerical assistance
  • Stay abreast of HOA civil codes
  • Prepare and store minutes and resolutions
  • File reports with government agencies
  • Compose and distribute communication as required
  • Provide yearly required disclosures to owners
  • Prepare and send out required election packet to owners
  • Maintain owner list for emergencies
  • Liaison with other professionals as needed (insurance and Real Estate brokers, lenders, title companies, attorneys, vendors)
Community Relations
  • Assist and prepare agenda for meetings
  • Prepare Board packets (for meetings)
  • Oversee CC&R’s, Rules & Regulations
  • Promote unity and goodwill with residents
Financial Management

  • Maintain hybrid accounting system
  • Provide monthly financial reports
  • Assist in preparation of annual budget
  • Monthly, quarterly or yearly billing as required
  • Budget variance reports
  • Reserve/replacement control
  • Preparation of accounts payable
  • Provide financial reports to CPA for Federal and State filings
  • Monthly reconciliation of bank statement(s)
  • Prepare and send 1099’s (to vendors and state)

Request an HOA Management Proposal

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