Invoice backup provided (i.e. receipts, etc.)? Monitor expenses for unexplained increases? Monthly schedule of accounts payable provided? What methods are available for collecting assessments? (i.e. lockbox, manually, ACH, credit card) Capable of collecting quarterly/annual assessments? What is process for handling delinquent accounts? How are collections of overdue accounts handled? Monthly delinquency report provided? Annual budget creation for operations and reserve?
Yes, invoices converted to PDF and available to board 24 hrs/day - did not answer increases or AP schedule questions
Yes
not stated
Yes
All , also via MySeabreeze. No extra cost except for CC merchant fees
Lockbox set up
All of these and Yes
All of these and Yes
Per board / HOA collections policy. Monthly delinquency rpt provided
Per board requirements - Monthly report included - Lien & foreclosure via attorney
HOA Policy
VRC Collection Policy
Yes
Yes
Yes
Other Fees:
1 mo. mgt fee*, $0/Up Front, *waived upon completion of 1 yr & renewal for 2nd yr. Not charged unless termination within 1st year.
$0/Up Front - $1,000 OUTGOING
$0/Up Front
$1,200/Up Front
$0/Up Front
Setup charges
What are minimum monthly service fees What are optional services and corresponding fees
$3,625/mo
$2,400 / mo mgmt
$4,950/mo
$2,300/mo
See Agmt Exhibit A
See Exhibit A
See Proposal
See Proposal
See Agmt Exhibit A - pd by HOA to then be collected from HO PER VRC Collections Policy
See Exhibit A - paid by HOA then collected from owner
Attorney Fees
What are collection fees
Board determined
Board Determined Homewise Docs - no pricing given
Board Determined $200 Transfer $200 Disclosure
What are late fees
Cost for resale certificate Cost for transfers Cost for website management fees Cost for board packet preparation Costs for printing and mailing letter, flyer, and postcard Are office supplies, copies, postage, and other such materials charged on an 'as used' basis, percentage of contract amount, or per lot basis? Provide a detailed list of any and all additional charges which have not already been provided herein. Do you receive financial incentives from contractors?
See Agmt Exhibit A
??
included
No charge
No Charge
No Charge
Exhibit A
Exhibit A
See Proposal
See Proposal
Exhibit A
Exhibit A
See Proposal
See Proposal
Exhibit A
Exhibit A
See Proposal
See Proposal
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