See attached transition plan on pages 17-20 of proposal
See Proposal
What transition activities are anticipated? Can your firm provide part-time or full time ONSITE management? Expected Management Activities: Arrange, schedule and attend annual, organization and board meetings. Monthly site visit which includes walking property, survey / inspect property condition. Document findings. Prepare documentation for board meeting agendas, management reports, and meeting minutes? Maintain files, records and minute book for the association? Post minutes, announcements, notices, newsletters to a website? Preparation and presentation of administrative reports and business correspondence? Describe your procedure for electronic backup of documents and information.
See attached transition checklist
Yes
Yes
Yes
YES, fee includes 4 regular BOD mtgs & 1 annual mtg ($95/hour extra)
YES
YES
YES
YES
Not specific / will need to clarify - states "regular periodic site visits"
YES
YES at least 2X / Month
YES
YES
YES
YES
YES - see letter
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
Backed up on-site and off-site daily
LAN and AWS cloud servers
Daily
Homeowner communication
See agreement B.2.
Jenark
Appfolio
How soon are calls returned? How soon are emails returned? How are after-hours calls handled (i.e. pager, answering service, etc.)?
within 24 hrs - business days
Same day e-mail & phone calls
24 Hours
24 hours
"After hours emergency service" - Answering service On call tem member - see letter Newsletter, Website, email blasts, special mailers
Answering service
Answering Service
Answering Service
via answering service - did not describe process
How are emergency calls handled? What are preferred methods of communicating with homeowners?
Answering Service
Answering Service
Phone, email, portal,
Jenark
Appfolio
How is correspondence with homeowners logged and filed? Does supplier provide a website for homeowners? Board communication Does supplier provide a separate website for board members? Does supplier provide email server for board members
Logged into Company mgmt software
not described
Jenark
Appfolio
yes, Portal
Yes (MySeabreeze)
Optional
YES
yes
Appfolio or Email
Yes (part of MySeabreeze)
not stated
Jenark
Appfolio
not stated
Yes
not stated
NO
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