Estoppel Certificate
Provide association, property, owner, requester, and closing information with supporting documents. Receive a reference number after your request is recorded.
Request an estoppel certificateCAM Services
Our Services
Locally owned and operated in Punta Gorda, our team of licensed CAM professionals brings decades of hands-on field experience and a uniquely deep understanding of the needs and challenges of local community associations in Charlotte County.
Full-Service CAM
Complete Community Association Management
Our flagship Full-Service CAM program provides comprehensive management of every aspect of your HOA or Condominium Association. PHS serves as your on-site management partner, handling all operational, administrative, financial, and compliance responsibilities so your board can focus on community leadership.
Request a ProposalFinancials & Assessments
- Collection of assessments and depositing into financial institution of Association's choice
- Lockbox service for dues collection at no additional charge
- Online payment portal for homeowner convenience
- ACH/auto-debit program for payment of dues
- Credit/debit card payment processing through secure third-party service
- Preparation of monthly delinquency reports distributed to the Board of Directors
- Mailing of delinquency notices and demand letters as required
- Preparation and filing of lien notices per FL 720 § 720.3085 and FL 718
- Coordination with association attorney for collection proceedings
- Preparation of monthly and annual financial reports (balance sheet, income statement, budget comparison)
- Assistance with preparation of annual operating budget and reserve study analysis
- Monthly bank statement reconciliation
- Coordination with association's CPA for annual tax returns and fiscal review
- Preparation and distribution of annual 1099 forms as required
- Payroll administration and quarterly payroll reports if applicable
Meetings & Elections
- Scheduling and arranging board meetings, annual meetings, and special meetings
- ZOOM conferencing and hybrid meeting facilitation
- Preparation and mailing of meeting notices, agendas, proxies, and ballots per FL 718/720
- Attendance at all Board of Directors meetings
- Recording, transcribing, and maintaining official meeting minutes
- Facilitation of annual membership meetings and elections
- Coordination of committee meetings as directed by the Board
Administrative Services
- Preparation of all correspondence as directed by the Governing Board
- Maintenance of all Association records, files, and databases
- Issuance of pool keys, access cards, and gate codes — records maintained
- Welcome packets distributed to all new owners
- Completion of all estoppel certificates and lender questionnaires
- Provision of Association information to lenders, title companies, and attorneys
- Online owner portal for account access, document retrieval, and communications
- Architectural Review Committee (ARC) application processing
- Clubhouse and amenity reservation management
Insurance
- Assistance in procuring competitive insurance bids
- Coordination between the Association and insurance agents/brokers
- Supervision of Association's insurance contract performance
- Assistance in processing insurance claims
- Obtaining Certificates of Insurance from all Association vendors
Repairs & Maintenance Coordination
- Soliciting competitive bids from licensed contractors as directed by the Board
- Vendor contract management and performance oversight
- Work order processing and tracking
- Monthly site inspections for rules compliance and maintenance needs
- Emergency maintenance response coordination (24/7 for emergencies)
- Capital improvement project coordination
For closing professionals & community vendors
HOA Supports
Secure, organized support for PHS-managed associations in Punta Gorda and Charlotte County. Submit an estoppel request or provide vendor tax documentation directly to our authorized team.
Vendor W-9 Submission
Upload a completed, signed W-9, or sign in to complete and electronically sign a substitute W-9. Tax details and attachments are encrypted for staff review.
Submit your vendor W-9A submission receipt is not an issued estoppel certificate, verification of signing authority, IRS filing, or TIN verification. PHS will review the request and confirm any additional requirements.
Ready to Get Started?
Contact PHS today for a customized proposal for your community association.