| Home Owner
Association Management |
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OUTLINE: |
- Prepare
a 1-year operating budget.
- Establish
optimum rents.
- Represent
owners for management of personal properties.
- Adjust
to reflect anticipated market trends.
- Building
Inspection.
- Calculate
yearly operating costs.
- Establish
necessary reserve funds.
- Predict
anticipated revenue.
- Review
the cash flow in light of the owner’s objectives.
- Prepare
a five – year forecast.
- Develop
a comparative income and expense analysis.
- Attend
board meetings.
- Maintain
integrity of premises.
- Prepare
monthly financial reports.
- Maintain
staffing.
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- Qualify
potential tenants.
- Collect
all rents and homeowner fees.
- Prepare
annual income and expense report.
- Pay
all common bills from homeowner fees.
- Create
Homeowner Association / Management Web Page
This
is a broad range plan that is to be customized to the
Owner
/ Investor / Association individual needs. |
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Administration......
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The Circle C Team will
stay apprised of your property needs and always have someone on
call to handle the needs of our clients and tenants. Of all the
possible needs you might have we will custom fit the course for
your individual or select property needs. |
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Operations
reports |
Review
tax assessments |
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Pay
invoices |
Financial
coordination |
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Rent
collection |
Maintenance
schedule |
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Insurance
advice |
Marketing
available space |
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Modified
accounting and reporting |
Coordinate
lenders |
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Staff
administration |
Owner/Tenant
relations |
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Book
keeping |
Manage
Landscaping |
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Annual
budgets |
Contract administration
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Lease
administration |
Indoor/Outdoor
maintenance |
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Distributions |
Assess Opportunities |
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Prepare reports |
Employ and train personnel |
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Database and coordinate vendors |
Necessary research |
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Consulting and
coordination of financing for investments or acquisitions and
portfolios. Evaluation and Financial planning for associations and
groups. Participation in associations organizations for the success
of the group. Reports and budget development. Analyze reports and
executive summary for owners. Maintain tenant files. |
............Financial
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Research and
coordinate lending |
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Prepare reports
tailored to the property needs |
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Analyze budgets and
make recommendations |
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Maintain tenant files
and yearly records |
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Tax assessments |
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Marketing............. |
For sales and leasing
we have your interests featured on not one or two but a network of
websites and
pursue the continual indexing of our webs to other sites. For our
Groups, Associations and investors we will create your own website to host the
information and reports we make available on-line for you to track
your investments. |
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MLS listing |
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Web network |
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E-mail realtor and
client network |
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Full internet tour
features with virtual panoramic views |
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Daily DMN advertising |
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Develop interactive
and artistic ad and web layouts |
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Various ad magazines |
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Define market and
features of property |
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Consolidate
advertising |
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Century 21 network |
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Day to day
operations include servicing our clients and coordinating property
maintenance, sales,. research and marketing. With five fully
functional home office and office locations we have the personnel
and resources available at all times to answer your questions or
respond to requests. Our personal use and command of the internet
can put information at your finger tips to be viewed at your convenience. |
..........Operations |
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Cost evaluations |
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Problem solving value
assessments |
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Market analysis |
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Client mediation |
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Internet hosting |
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Maintenance......... |
Maintenance schedule
planning to fit the needs of the individual property to insure the
owners value and the benefit of associations and groups is a key
element to success. Supervising regular maintenance, solve specific
problems, regular inspections by checklist, and the assignment and
coordination of staff to examine critical components concerning a
particular set of circumstances. |
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Regular property maintenance
supervision |
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Regular inspections by checklist |
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Database vendors and
analyze performance |
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Staff assignments of
regular examinations |
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Research cost effective
operations |
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Formulate schedules |
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Preventive
Maintenance Program |
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Prepare
an inventory of equipment and building.
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Determine
necessary maintenance tasks.
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Calculate
the cost.
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Schedule
the tasks.
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Perform
routine inspections.
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Keep
records.
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Book
Keeping.......
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Management
software and experience in the field staying updated to particular
needs and developments in how we can provide you with the
documentation and reports styles you need. All agents proficient
with the book keeping and able to find your data. |
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Our policy is our
tenants are relationships to be cultivated with prompt communication
in the form of response, action, availability, reminders and service
with the end result being renewals, less down time, commissions and
make ready allowance. the tenant is a partner in your success and
our business' |
.......Tenant
Services
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Market property and
negotiate quality tenants. |
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Order, supervise and
inspect make ready operations. |
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Provide tenants with
move-in information |
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Negotiate leases, terms
and renewal rates per owner parameters |
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Prepare and execute
lease, amendments and addendums per owner |
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On-line
Leasing database |
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Construction........... Management |
We can supervise the
construction needs of your property with an excellent database of
contractors including Cost estimations and space planning. We will
Monitor and oversee tenant improvements and see that they are
completed timely. |
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Solicit,
obtain, review and secure construction contracts |
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Establish
structure and material specifications and standards |
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Acquire
necessary permits |
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Inspect
construction and oversee punch lists |
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Establish
and monitor insurance and licensing requirements |
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Obtain
and file waivers and engineering specifications |
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Process
draw requests |
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Monitor
city and fire codes with city |
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Our Philosophy is one
of the providers of information. We believe the reason you hire a
professional is to have on your side the information needed to make
your decisions concerning your investment. We make this available to
you in a variety of ways in the form of
reports, statements, web
postings and constant communication. Coordinating all of the experts
involved in the resolve of your concerns and the conveyance of the
information as the coach of a team of these experts to achieve your
desired results. |
........Our Philosophy
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Our People......... |
The Circle C
Team is a family operated business. Founded in 1991 by Beverly
Christensen the business is now a 5 family member operation with
2 additional agents. Our team of contactors and assistants
provide the personal service that keeps you in touch with your
interests. With a variation of talents ranging from marketing,
accounting, decorating, planning, evaluation, people skills, web
marketing, advertising, coordination, research, and to continual
development and education of the skills required we make your
investment and our relationship successful. |
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A variation of report
styles, frequency and type will custom fit your needs. We will
develop ways to provide information to you in a way that it is most
beneficial to your specific needs |
........Accounting |
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Analyze
invoices, contracts and expense reports |
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Reduce
unnecessary services to cut costs |
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Send
special invoices promptly for approval |
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Set-up
and maintain bank accounts |
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Process
deposits, checks and reconciling statements |
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Investments......... |
Our team will research
and stay apprised of opportunities that might arise. We help our
investors seek ways to increase and optimize their portfolios. We
communicate information through our webs with your own personal
portfolio page and are always available by e-mail. We can assist
in financial interfacing with lenders. |
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We will begin
formulating prices according to our cost assessments lists. If you decide
to consider our company's bid we will require as much documentation
as you can provide concerning maintenance, budgets, scheduling and
projections. We will then be able to submit our bid to your
association and attend a board meeting if you require to provide
explanations and answer questions. |
.............Costs |
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