Page 18 - HMS -- Windward RFP -- updated 2017-04-19 1502

EXHIBIT A

12. MEASURE OF MANAGEMENT PERFORMANCE
The way to evaluate the management company is to identify whether they have
satisfactorily delivered the services committed to in the Service Agreement.

We are, therefore, suggesting the scope of evaluation be individually identified by Service,
rating each Satisfactory or Unsatisfactory. The following is a brief sample evaluation. We
further recommend that the Board performs this evaluation quarterly during the initial year
and annually thereafter.

S = Satisfactory U = Unsatisfactory
SCOPE OF SERVICES S U
1. Association management
a. Provides General Office for the receipt of mail, visitors, occasional ☐ ☐
business-related meetings, and telephone calls
b. Provides telephone coverage during regular business hours 5 days a ☐ ☐
week
c. Provides a fax line for the organization ☐
d. Provides separate phone number for each person who works on ☐ ☐
Windward management
e. Provides one general email address for WINDWARD business, plus ☐ ☐
individual addresses for each person responsible to WINDWARD
f. Provides legal advice and have access to legal services as requested ☐ ☐
2. Board & Committee Meetings & Support-Management Co. organizes and ☐ ☐
attends
a. Monthly Board Meeting ☐ ☐
1. Manager prepares a monthly report for the board ☐ ☐
2. Manager provides new Board Member starter packet ☐ ☐
b. Meeting with Board Members – ad hoc as required ☐ ☐
c. Bi-Monthly Modification Committee Meetings ☐ ☐
1. Prepares all Modification Applications for review by Committee ☐ ☐
2. Attends Committee meetings, record Committee decisions ☐ ☐
3. Communicates all decision to the Applicant in clear and concise ☐ ☐
language
4. Arrange for any appeals, recommend resolution to Committee ☐ ☐
members participate in Committee discussion, record &
communicate decisions to Appellant
d. Monthly Covenant Committee Meetings ☐ ☐
1. Manager or staff to perform street based inspection of every ☐ ☐
home 2x each month (1 initial/1 follow up)
2. Report, Communicate and monitor all violations ☐ ☐
3. Arrange appeals and communicate to owners ☐ ☐
TOTAL:

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