Maintenance and Property Inspections Communication with Owners and Residents Provide community website Electronic filing and documentation
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
Emergencies
Coordinate with On-site staff (Vendor Liaison and Handyman, if any) Accounting Responsibilities Manage billing (HOA homeowner assessments), accounts receivables and payable Monthly Statements of Financial Records Promptly and responsibly manage Funds/Deposits/Savings and Checking accounts/Reserves/Colle ctions/Disbursements and pay obligations Responsible for Annual Budget/Corporate reports/Corporate taxes Audit by independent company Gross receipts audit per LandLease requirements About your company: Type of business entity (Corporation/LLC/LP/LL P/franchise/other) Number of years in business Is business or parent publicly traded? Full legal name of parent or holding company, if any.
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
Privately Owned company (CEO/Prez Isaiah Henry) - Corporation
Wholly owned Subsidiary of Warfield Enterprises Inc.
Associa
Private Corporation
Corporation
40
39
34
20
35
Yes
No
No
No
NO
Buck, Reynolds Corporation
Warfield Enterprises Inc.
N/A
NA
Yes - Employee litigation re: hours / wages
Ever engaged in litigation?
Yes
not stated
NO
see response letter
See letter
If yes, provide details. Has a management contract ever been terminated for cause? Does the management company carry errors & omissions insurance? What is the policy limit? Provide company mission or principles Member of the BBB? What is the minimum length of agreement?
Not answered fully. "Parted ways" with 4 associations See letter
Yes
not stated
NO
YES
YES
YES
YES
YES
$1,000,000/ea
$1,000,000/ea
$1,000,000/ea
$1,000,000/ea
$1,000,000/ea
See response letter
See letter
See Proposal
See Proposal
No
Yes
Yes
Yes
1/Year
1/Year
1/Year
1/Year
1/Year
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