Page 2 - Windsor Gate at Market Commons Proposal

Management Proposal for Windsor Gate at Market Commons

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

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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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