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Starting September 1, 2024!

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Sunshine Services & Pricing

Choose the Best Plan for Your Community

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Financials OnlyBasicPremium

FINANCIALS

- Accounts Payable
- Accounts Receivable
- Annual Tax Filing & Year End Report OptionalOptionalOptional
- Board Portal
- Collections (Pre-Suit)
- CPA Prepared Monthly Financials
- Financial Security / Internal Controls
- Foreclosure Administration
- Payment Plans
- Resale & Refinance Administration
- Reserve Analysis & Transfers
- 1099s

ADMINISTRATIVE

- Community Correspondence -
- Member's Directory -
- Member's Help Desk -Email OnlyEmail or Phone
- Member's Portal/Website -
- Board Consultations & Advice -30 Minutes Per Month60 Minutes Per Month
- Text & Email Blasts -
- Annual Budget Development --
- Agendas & Minutes --
- Covenant Enforcement Processing --
- Gate Administration --
- Insurance Review --
- Landscape Maintenance Specifications --
- Legal Liaison --
- Online Architectural Processing --
- Vendor Contract Review --
1 Sunshine primarily focuses on providing office-based business services for Florida community associations. While we are experienced and licensed Florida community association managers, we do not provide management services through Sunshine Association Partners.
2 Sunshine does not attend Board or committee meetings in person or via Zoom.
3 Sunshine does not do any onsite meetings or inspections.
4 Sunshine can provide additional business services at an hourly rate if requested.
5 Contractor relations and quality of work issues to be handled by Association.

So, What Don’t We Do?

Basically, We Don’t Make House Calls!

Meetings

While traditional management companies might attend your meetings, it’s a task that substantially inflates costs. We instead leave those meetings in your capable hands. We're always available to support your Board's leadership; however, we do not attend meetings onsite or online.

Community Inspections

We believe no one knows your community better than you do. We equip your Board with the tools to assess and address such community needs effectively. We will handle the administration and mailing of homeowner notices; we do not, however, perform inspections.

Direct Vendor Relations

Your community’s relationships with vendors are vital. We support you maintaining direct contact and one-on-one interactions with your service providers to ensure that every engagement is aligned with your community’s unique needs, preferences, and standards. And while we may not work onsite with your vendors and contractors, we can handle the specifications, contracts, invoices, and payments!

Details on What We Will Provide to Your Board of Directors and Your Community:

  • Accounts Payable The HOA Board of Directors will access Association bills via an online portal, and once they have approved the payment of invoices, checks will be mailed on the following business day—making your vendors very happy! (Includes up to six invoices per month, and a charge of $3.50 per invoice over six.)
  • Accounts Receivable Invoicing and collection of owner assessments follow Florida law, governing documents, and Association Collection Policy. Homeowners have multiple payment options, including pay-by-mail and online payments via homeowner portal.
  • Agendas and Minutes It’s sometimes difficult to find a volunteer who can take minutes and have them ready in time for the Board’s next meeting. We’ll make that task easy by providing a template for your minutes: all you have to do is jot down a few meeting notes and details, and then send the form back to us—and in return, we will send you professional minutes for Board approval. We can also email the minutes to all Board Members, post them on your website, and prepare the agenda for your next meeting, if requested!
  • Annual Budget Development We will provide you with a draft annual budget for your review and modification, to be used as the starting point in your budget process.
  • Annual Tax Filing & Report Your Board of Directors may choose to have the annual tax return and required report (audit, review, compilation, etc.) completed by either a Sunshine CPA or a CPA of their choosing. (Fees for tax returns and year-end reporting are paid by the Association.)
  • Architectural Request Processing Sunshine will manage your architectural modification program using our online system to make it easier and faster for all parties involved.
  • Board Consultation While the Basic Package provides 30 minutes of monthly consultation, the Premium Package provides 60 minutes per month.
  • Board Portal The online portal allows Board Members to view Association accounting and financial information.
  • Collections (Pre-Suit) There is no charge to the Association for attorney's initial demand letters or lien filings when a Sunshine-affiliated collections attorney is used. All legal costs and collection fees are invoiced to the delinquent homeowner's account. (Sunshine will provide a draft Collection Policy to the Association if there is not one currently in place, as this process should always be in writing and approved by the Board and their legal counsel.)
  • Community Correspondence Sunshine will print and mail your community-wide notices and newsletters when needed (printing and postage is additional). Important Association mail received will be scanned and forwarded to the Board liaison if Sunshine is your mailing address of record.
  • CPA-Prepared Financials Monthly financial packages will be prepared by a certified public accounting firm. Monthly financial reports, prepared on accrual basis, include: balance sheet, income statement (operating), income statement (reserves), general ledger trial balance w/detail, bank account reconciliations, bank statements, homeowner aging report, pre-paid homeowner report, and payables aging report.
  • Covenant Enforcement Processing A Sunshine community assistance team member will take your inspection report after you have completed it and create and mail your violation letters per your instructions.
  • Financial Security / Internal Controls 1) All assessment payments are made directly to the Association’s bank account, utilizing a secure lockbox; 2) Your new Operating bank account with 5-star American Momentum Bank (see rating report) provides 24/7 online access to all Board Members; 3) All payments to vendors require online authorization by two Board Members; 4) Sunshine is one of the very few management companies who have monthly financials prepared by a CPA.
  • Foreclosure Administration Sunshine will initiate and administer foreclosure proceedings with legal counsel per Association Collection Policy, when authorized. If a lien foreclosure is not mandated in the Association’s Collection Policy, Sunshine will notify the Board of Directors for further instruction. (Foreclosure legal costs are not covered by Sunshine.)
  • Gate Administration As long as your access-control system can be administered via the internet, Sunshine will administer your gate access program.
  • Insurance Review An initial insurance review and report from our insurance specialist, with assistance in the insurance procurement process, will be available, if requested.
  • Legal When requested, we will act as the Association's liaison with legal counsel.
  • Member’s Directory Sunshine will manage your community mailing list and homeowner directory.
  • Member's Help Desk Our community assistance team is available by phone or email depending upon which program you choose. When your homeowners have questions or concerns, we will answer everything we can and forward anything that requires Board attention via email.
  • Member’s Portal/Website This portal allows the Association to post private and public documents to comply with the new 2024 Florida statutes. Members can also access applications, financials, and other documents, contact management, and make payments online.
  • Payment Plans The preparation and management of homeowner payment plans following the Association’s Collection Policy is included, as needed.
  • Resale & Refinance Administration Processing of Association estoppel requests is handled online with all fees paid by the title company according to Florida law, and with no cost to the Association.
  • Reserve Analysis & Transfers A review of reserve study is conducted, with periodic transfer of funds into reserve accounts as required.
  • Text & Email Blasts Community-wide text and email notifications will be sent as requested.
  • Vendor Contract Review An initial contract review and report from our (non-attorney) contracts specialist will be available, if requested.
  • 1099 Processing Annual 1099 forms will be mailed to your association contractors as required by law.

Serving all of Florida

Contact Us

Office Hours

  • Monday–Thursday:
    9:00 AM to 4:30 PM
  • Friday:
    9:00 AM to 12:00 PM

Quick Links

Sunshine Association Partners is a business services company specializing in community association financial and administrative services in Florida. We assist the Board of Directors in their management of their Association by providing business services as outlined in our Service Levels & Pricing page. Sunshine Association Partners does not provide full-service Community Association Management.
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