22 / 42
Responses to queries and clarifying accounting questions
Liaising with the Executive Committee Treasurer and/or other EC
members
Meetings
Actively participate in the following meeting or related activity:
Included
Service
Additional Service
Additional Service
Charge
Prepare the agenda for and attend monthly Executive Committee
meetings
Assist in preparation for and attend the Annual General Meeting
and any Extraordinary General Meetings
Take minutes at meetings and prepare minutes for clearance and
subsequently distribute them
Prepare financial and operational reports required to be distributed
before or at meetings
Liaise as necessary with Executive Committee members and
subcontractors
Annual Reporting
Maintain appropriate records and prepare the following
reports annually:
Included
Service
Additional Service
Additional Service
Charge
Financial statement including Profit and Loss and Balance Sheet
Preparation of the Annual Budget in conjunction with the EC
Treasurer
Arrange for annual audits to be conducted if required
Distribute annual reports and budget to Owners
Insurance
Provide the following services in respect of insurance:
Included
Service
Additional Service
Additional Service
Charge
Obtain quotes for the renewal of insurance policies
Arrange insurance evaluations as required
$25 Per
arrangement
Prepare, lodge and manage routine insurance claims
Submit quotes to the Executive Committee and renew insurance
according to instructions
Declare commissions associated with the insurance and any other
contracts and agreements entered into
Support
Provide support to the Executive Committee particularly:
Included
Service
Additional Service
Additional Service
Charge
Assistance responding to possible breaches under the Rules
Managing access arrangements including arranging the issue of
$33 Per