Page 16 - HMS -- Windward RFP -- updated 2017-04-19 1502

5. A description of how your association management company will meet the immediate
challenges and fulfill the future goals of our association.
RESPONSE: First, HMS expects to meet with the Board to review the “immediate
challenges and fulfill the future goals of our association” as stated above and to be assured
we fully understand the mission as identified in the RFP. To achieve this, HMS proposes a
structure which focuses on the primary needs of the community: covenant enforcement,
ACC modification management, co-ordination of contracted services, and inter-action with
community members. HMS will meet with the principle contracted service providers during
the set-up timeframe to fully understand the working relationships. Additionally, HMS will
meet with the Board and committees as the Board determines is appropriate. Thereafter,
HMS expects to be meeting with the Board and committees on a regular basis, and to
interface with contract service providers as necessary. We also expect to conduct periodic
reviews of HMS’ performance in attaining the goals and objectives of the Association.

6. A specific transition schedule and plan for how you will handle the transition
Response: Please refer to Incoming Transition checklist – Exhibit C (see attached)

7. Costs for the transition activities.
Response: As identified in our proposal summary, the setup fee will be $2,800, which
includes the cost of transferring the SmartWebs data under HMS’ system.

8. A representative client list and three references (preferably from associations similar to
WCSA) comprising the name, address, and phone number of the association president, and
the average case load of our firm’s community managers. Response: See Reference tab

9. Sample Monthly Financial Statements and other reports prepared for the Board
Response: Please refer to attached Samples – Exhibit D

10. Principal Company Contact: Response: Tracy Henson, Office: 770-609-1627 or Cell: 770-
710-1895.

Page 16 of 46