Sample Transition Timeline
Seabreeze Selected
Stage I Start
Stage II Start
Stage III Start
Operations
February 1, 2022
April 1, 2022
Feb. 1 – Feb. 25
Feb. 14 – March 18
March 7 – March 28
Stage I Tasks:
Stage II Tasks:
Stage III Tasks:
1. Obtain Legal & Operational Docs.
1. Accounting Setup Services
1. Community Staff Hiring & Onboarding
2. Transition Team Document Review
2. Homeowner Welcome Letter
2. IT Configuration
3. Obtain Homeowner Information
3. Vendor Communication & Setup
3. April Statements
4. Seabreeze Corporate Setup
4. Escrow Department Setup
4. Escrow Coordination
5. Landscape & Amenity Site Walk
5. Accounting Confirmations
5. Utility Turnovers
Critical Success Factors: 1) Communication between Seabreeze, the Board and the Homeowners, 2) Operational planning that is aligned to community enhancement & service expectations, 3) Vendor evaluations, 4) Timely procurement of community information
19
Made with FlippingBook - Online Brochure Maker