Page 2 - Ocean Forest Villas Management Proposal

Management Proposal for Ocean Forest Villas

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 Software ..................................................................................................... 7
Tailored Website for Association ........................................................................................................................... 7
Ease of Access for Board of Directors .................................................................................................................. 8

ORGANIZATION / MANAGEMENT ....................................................................................................................... 8
Staff Tenure ........................................................................................................................................................... 8
Team Approach ..................................................................................................................................................... 8
MEET YOUR EXECUTIVE TEAM .............................................................................................................................. 8
Profiles of Executive Team .................................................................................................................................... 9
STANDARD OPERATING PROCEDURES ............................................................................................................... 14

Ease of Start‐Up and Transition Process within 60 days ..................................................................................... 14
Comprehensive Duties to be Performed .............................................................................................................. 15
Bidding Procedure ............................................................................................................................................... 15
Standard Performance Metrics ........................................................................................................................... 15
Financial Reporting ............................................................................................................................................. 16
HOA Invoicing (Frequency / Description) ............................................................................................................ 16
Insurance ............................................................................................................................................................. 16
Other Business Interest ....................................................................................................................................... 16
Hiring Policy ........................................................................................................................................................ 17
Training Programs .............................................................................................................................................. 17
Community Events .............................................................................................................................................. 17

SERVICES & CAPABILITIES .................................................................................................................................. 19
MANAGEMENT AGREEMENT COST PROPOSAL .................................................................................................... 26

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 ........................................................................................ 26
S et‐Up Fee ........................................................................................................................................................... 26
Management Service Fee ..................................................................................................................................... 26
Other Services ‐ Attachment A: ........................................................................................................................... 26

SUPPORTING DOCUMENTS ............................................................................................................................... 28

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
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