| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Boss systems are entirely digital | X | X | X |
| Easy Navigation, Training, 24/7 Support | X | X | X |
MANAGEMENT TEAM SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Assigned Property Manager | x | X | X |
| Assigned Real-Estate Sales Representative | X | ||
| Assigned Property Insurance Manager | X | ||
| Assigned Property Inspector | X | X | |
| Assigned Financial Team | X | ||
| Assigned Legal Representative | X | ||
| Assigned Maintenance Manager | X | X |
MEMBERSHIP MANAGEMENT SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Transition Process & Set-Up | X | X | X |
| Attend 1 Monthly BOD Meeting | X | X | |
| Attend 1 Yearly Annual Meeting | X | ||
| Record/Issue Meeting Minutes | X | X | |
| Black & White Copies | X | ||
| Color Copies | X | ||
| Review Corporate Status | X | X | |
| Issue Yearly Annual Report | X | ||
| Issue Yearly Budget Preparation | X | ||
| Tax Return Fillings | X | X | |
| Issue New Governing Documents | X | ||
| Issue New Rules & Regulations | X | ||
| Issue Amendments | X | ||
| Manage Association Daily Activities | X | ||
| Set-Up Communication Hub | X | ||
| Manage Resale Packets | X | X | X |
| Membership In Vendor Consortium | X | X | |
| Work-Shops | X | ||
| Vendor Pricing Discounts | X | X | |
| Bids/Estimates/Proposals Work-Orders | X | X | |
| Bids/Est/Proposals Gen. Construction | X | X | |
| WORKSHOPS | X | ||
| Home Safety | X | ||
| Home Maintenance | X | ||
| Financial Budgeting | X | X | |
| Understanding By-Laws | X | ||
| Understanding Declarations | X | X | |
| Understanding Rules & Regulations | X | X | |
| Understanding Insurance | X | ||
| Understanding Taxes | X | ||
| Understanding Common Area’s | X | X | |
| Understanding Common Property | X | X | |
| Understanding Common Elements | X | X | |
| ISSUANCES | |||
| Issuance of Community News Page | X | ||
| Issuance of Association Web-Site | X |
LIVE VIRTUAL EVENT MANAGEMENT SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Assn BOD Meeting Support – 1 Monthly | X | X | |
| Assn Membership Meeting Support – 1 Yearly | X | X | |
| Zoom Cloud Meetings – By Appt Only | X | X | |
| Independent or Shared Hosting Controls | X | X | |
| Sign -N-Register | X | X | |
| By Invite Only (Security) | X | X | |
| Video/Audio Recordings | X | X |
EMAIL COMMUNICATION NETWORK SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Unit Owners Membership Emails | X | X | X |
| Association BOD Members Emails | X | X | X |
SMART-PHONE SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Community Text Network | X | X | X |
| Access Association Portal | X | X | X |
| Access Unit Owner Private Account | X | X | X |
CLOUD MANAGEMENT SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| All Files are stored in the cloud | X | X | |
| Formation Documentation | X | X | |
| State Incorporation | X | X | |
| State EIN Documents | X | X | |
| IRS EIN Documentation | X | X | |
| Governing Documents | X | X | |
| Engineering Drawing | X | ||
| Government Documentation | X | ||
| Financials | |||
| Yearly Budgets | X | X | |
| Yearly Banking Statements | X | X | |
| Taxes | X | X | |
| Contracts | |||
| Property Management | X | X | |
| Landscaping | X | X | |
| Building Safety | X | X | |
| Maintenance | X | X | |
| BOD Accessibility | X | X | |
| Unit Owners History | X | X | |
| Secure Access | X | X |
ANALYTICAL HUB - DASHBOARD SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Intelligent Reporting Tools | X | ||
| Investigate Trends | X | ||
| Predict Outcomes | X | ||
| Discover Insights | X | ||
| Complete Data Analysis | X | ||
| Charts & Graphics | X |
LEGAL SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Documentation Support Only | |||
| Insurance Claims | X | ||
| Evictions | X | ||
| Law Suits | X | ||
| Discover Insights | X | ||
| Complete Data Analysis | X |
COMMITTEE’S FORMATION SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Governing Set-Up | X | X | |
| Guide Lines | X | X | |
| Agenda | X | X | |
| Processes | X | X |
INTUITIVE FINANCIAL SOFTWARE SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Financial Reports | X | X | X |
| Balance Sheet – Assets, Liabilities, and Equity | X | X | X |
| General Ledger – Debit & Credit Transactions | X | X | X |
| Beginning & Ending Cash Balances | X | X | X |
| Budget & Actual | X | X | X |
| Income Statement – Income & Expense By Unit | X | X | X |
| ASSOCIATION REPORTS | |||
| Association Unit Notes – Communications | X | X | X |
| Board Members Index | X | X | X |
| Unit Owners Financial Details | X | X | X |
| Current Association Owners Index | X | X | X |
| Violations – List of Violations & Status | X | X | X |
| Delinquent Association Unit Owners | X | X | X |
| Late Fee Policy – Auto Set-Up | X | X | X |
| Auto-Payment Reminders | X | X | X |
ELECTRONIC FUNDS TRANSFER (EFT’s) SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| ePay Activity – Electronic Funds Transfer | |||
| Banking Transactions Via Smart Technology | X | X | X |
| Remote Check Printing – Vendor, Utilities, etc. | X | X | X |
| Check Details – Visual Attachments | X | X | X |
| Credit Cards/Debit Cards or Checking Accounts | X | X | X |
REAL-ESTATE SALES SERVICES
| PLANS | Basic | Standard | Premiu, |
|---|---|---|---|
| (All Services Are Independent Contracts Only) | X | X | X |
| Lowest Fee’s | X | ||
| Highest Sale Marketing | X | ||
| Exposure | X | ||
| Showcasing | X | ||
| Fastest TurnOver | X | ||
| Sales Certificates | X |
PROPERTY INSURANCE SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| (All Services Are Independent Contracts Only) | X | X | X |
| Townhomes/Condos/Investment Properties | X | ||
| Associations General/Liability | X | ||
| Common Property | X | ||
| Auto | X | ||
| Life | X | ||
| Recreational | X |
MAINTENANCE CONTRACT SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| (All Services Are Independent Contracts Only) | X | X | X |
| Compliance Reports | X | ||
| Work-Orders – Association & Unit Owners Requests | X | ||
| Elevators | X | ||
| Parking Garages | X | ||
| HVAC Systems | X | ||
| Pools | X | ||
| Boilers | X | ||
| Safety Systems | X | ||
| Roofing | X | ||
| Electrical | X | ||
| Plumbing | X | ||
| Carpentry | X | ||
| Excavation | X | ||
| Painting/Drywall | X | ||
| Masonry | X |
LANDSCAPE CONTRACTS SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| (All Services Are Independent Contracts Only) | X | X | X |
| Grass Maintenance | X | ||
| Shrubs/Bushes | X | ||
| Trees | X | ||
| Decorative Designs | X | ||
| Repairs | X | ||
| Pest/Rodent Controls | X | ||
| Fertilizers | X | ||
| Weed Controls | X |
INSPECTION PROGRAM SERVICES
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| (All Services Are Independent Contracts Only) | X | X | X |
| Building Inspections | X | ||
| Roofing Inspections | X | ||
| Gutters/Downspouts | X | ||
| Foundations Inspections | X | ||
| Landscape Inspections | X | ||
| Storm-Water Drainage Inspections | X | ||
| Retention Pond Inspections | X | ||
| Detention Ponds Inspections | X | ||
| Security Inspections | X | ||
| Parks/Pools Inspections | X | ||
| Safety Inspections | X | ||
| Code Enforcement Inspections | X | ||
| Hazard Inspections | X | ||
| Mold Inspections | X |
ALTERATIONS REQUESTS
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| Electronic Alteration Forms | X | X | |
| Submittal Process | X | X | |
| Compliance Reviews | X | X | |
| Approval Process | X | X | |
| Code Enforcement | X | ||
| General Inspections | X |
RENTAL/LEASING PROGRAMS
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| -RESIDENTIAL | |||
| Townhouses | |||
| Condominiums | |||
| Duplex | |||
| Single Family Houses | |||
| Investment Properties | |||
| -OWNERSHIP ACCOUNTS | |||
| Operating Account | |||
| Reserve Account | |||
| -UNIT OWNERS & TENANTS | |||
| List – Unit, Names, Contacts, Status | |||
| Background Search (BMI) | |||
| Credit Rating Search | |||
| INDIVIDUAL UNIT OWNER ACCOUNT | |||
| Summary – Name – Contact Address | |||
| Communications – Emails | |||
| Records – Files | |||
| Ledger – Balance | |||
| Notices – Late Payment – etc. | |||
| Set-Up EFT Payments | |||
| Attachments | |||
| Work-Orders/Tasks | |||
| -ACCOUNTING | |||
| Communications | |||
| eLease Activity – Leasing Details | |||
| Premium Tenant Screening Usage | |||
| Billed Premium Tenant Data | |||
| Transaction Details By Account – Debits & Credits | |||
| Basic Tenant Screening – Billed Basic | |||
| Appliances Registration | |||
| Meter Reading – Utility Meter Service | |||
| Event History | |||
| Unit Owners Registered Auto’s |
NOTE:
| PLANS | Basic | Standard | Premium |
|---|---|---|---|
| 1. Any/all fee’s are not included | |||
| 2. Any/all permits/license and/or certificates are not included | |||
| 3. Any/all attorney fee’s/cost are not included | |||
| 4. Any/all policies cost are not included | X | X | X |
| 5. Any/all equipment/tools/materials are not included | X | X | X |
| 6. Any/all travel, hotels, food costs are not included | X | X | X |
| 7. Any/all contracts are exclusive of the management plan | X | X | X |
| 8. Any/all plans are supported via contract and not advertisement | X | X | X |
| 9. This document is advertisement and is subjected to modifications | X | X | X |
| 10. Any/all discounts are based on the program membership level | X | X | X |
| 11. Packages are influenced based on “SIZE” and “AGE” of community | X | X | X |
| 12. Boss is a “ONE STOP ALL” approach to property management | X | X | X |
| 13. Minimum Plan Total Cost = $160.00 per month | X | X | X |
| 14. ALL PLANS ARE NEGOTIABLE & ARE GOVERN BY CONTRACT | X | X | X |
BOSS Property Management Group, LLC
PO Box 4577
Robinson, PA 15205
Property Advisors & Consultants
