Page 2 - Wilderness Pointe Management Proposal

Management Proposal for Wilderness Pointe

CONTENTS

TRADD – THE NEXT LEVEL OF ASSOCIATION MANAGEMENT ............................................................................... 3

TRADD QUALIFICATIONS & EXPERIENCE ............................................................................................................. 4
Company Description ............................................................................................................................................ 4
History ................................................................................................................................................................... 4
Ownership & Location ........................................................................................................................................... 4
Management Portfolio .......................................................................................................................................... 5
References ............................................................................................................................................................. 6
Personnel Experience & Credentials ...................................................................................................................... 6
TECHNOLOGICAL CAPABILITIES........................................................................................................................... 7

Property Management and Financial Platforms ................................................................................................... 7
User Friendly for Owners ....................................................................................................................................... 9
Tailored Association Portal .................................................................................................................................. 10

ORGANIZATION / MANAGEMENT ...................................................................................................................... 11
Staff Tenure ......................................................................................................................................................... 11
Team Approach ................................................................................................................................................... 11
MEET YOUR EXECUTIVE TEAM ............................................................................................................................ 11
Profiles of Executive Team .................................................................................................................................. 12
STANDARD OPERATING PROCEDURES ............................................................................................................... 16

Ease of Start‐Up and Transition Process ............................................................................................................. 16
Comprehensive Duties to be Performed .............................................................................................................. 17
Bidding Procedure ............................................................................................................................................... 17
Standard Performance Metrics ........................................................................................................................... 17
Financial Reporting ............................................................................................................................................. 18
HOA Invoicing (Frequency / Description) ............................................................................................................ 18
Insurance ............................................................................................................................................................. 18
Other Business Interest ....................................................................................................................................... 18
Hiring Policy ........................................................................................................................................................ 19
Training Programs .............................................................................................................................................. 19
Community Events .............................................................................................................................................. 19

SERVICES & CAPABILITIES .................................................................................................................................. 21
MANAGEMENT AGREEMENT COST PROPOSAL .................................................................................................... 28

M a n a g e m e n t A g r e e m e n t C o s t P r o p o s a l S u m m a r y ........................................................................................ 28
S et‐Up Fee ........................................................................................................................................................... 28
Management Service Fee ..................................................................................................................................... 28
Other Services ‐ Attachment A: ........................................................................................................................... 28
SUPPORTING DOCUMENTS ............................................................................................................................... 30

8 4 3 - 8 3 9 - 9 7 8 0 T E L 8 4 3 - 8 3 9 - 9 5 6 7 F A X
1 0 3 9 4 4 T H A V E N U E N O R T H , S U I T E 2 0 3
M Y R T L E B E A C H , S O U T H C A R O L I N A 2 9 5 7 7 1
W W W . T R A D D M A N A G E M E N T . C O M