Transcript Elite Property Services, LLC

Elite Property Services, LLC
Quality Management
You Can Trust
Elite Property Services, LLC
Company Services
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History
Mission Statement
Property Management
Financial Management
Collections
Information Technology
Customer Service
Emergency Services
Location
References
Elite Property Services, LLC
History
Company Profile
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Elite Property Services, LLC is a full service
management company serving all of California. Because
Elite has made the full transition to the digital office,
Elite is not constrained by previous paper and office
based company models and physical computer servers.
The Company has offices where ever an internet signal
is available.
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Elite founders, having worked in the industry for
decades, started the firm to correct many of the short
comings of the older management firms, namely:
inexperienced managers, too many accounts per
manager, a lack of long term planning and a lack of real
customer service.
Elite Property Services, LLC
Mission Statement
Company Profile
We are dedicated to protecting your property values.
• It is Our Mission:
– To increase the effectiveness of Boards of Directors.
– To increase the property values through professional services that set the
industry standard.
– To make living in our communities safe, enjoyable and valuable.
– To create long-term success plans for our Associations.
– To identify and correct problems before they are noticed by the members.
Elite Property Services, LLC
Property Management
Company Services
• An experienced manager is assigned to each association
to provides guidance, forethought, and all relevant
information needed for the Board to make solid
decisions. Some of the services provided by the
Management Department include:
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Weekly Site Inspections
Annual Calendar & Planning Meeting Development
Board (and Annual) Meeting Guidance & Minutes Preparation
Meeting: Notices, Agenda and Coordination
Review of Service Work Performed
Rule Enforcement
Review of Invoices / Payments
Emergency / Crisis Management
Administration of Contracts, and much more.
Elite Property Services, LLC
Company Services
Financial Management
Your Association's financial data is maintained in a clear and easy to
understand accounting format, which provides for full illustration of the
Association's accrual position, income and expense detail. Some of the services
provided by the Financial Department are:
– Financial Report Preparation and Transmittal (within 7 calendar days)
• Budget Preparation
• Tax Return Filing, Audit Material Preparation, State Required Filings
– Accounts Receivable
• Monthly Statements – (E-statements, E-documents, Privacy Protection, etc.)
• Deposit of Member Payments – (E-Check, Credit Card, ACH, Teller Deposits)
• Pre-Lien & Lien Preparation & Delinquency Follow-up Reports
– Accounts Payable
• Invoice Approval/Payment
• Check Disbursements
• Payroll Accounting for Employees
– The Financial Software is fully integrated into the Property Management
Software
Elite Property Services, LLC
Company Services
Collections
• Elite works with the Board of Directors to create a reasonable Collection
Policy which is written in accordance with the governing Civil Codes and
Association Documents. Elite will enforce the Collection Policy to maximize
assessment receivables.
• A Collections Update is provided each month.
Information Technology
• Elite has taken advantage of the latest software packages available for the
benefit of our Client Associations.
– Our Financial & Management Software programs are one in the same,
internet based, accessible from any internet source and provided with
numerous levels of security and protection.
– Our Document Storage system is also internet based so we are capable
of ‘being in the office’ wherever an internet signal is available.
– Our Systems allow Board Members to access private reports from the
secure website any time. – Financial Statements, Work Orders,
Architectural Logs, etc.
Elite Property Services, LLC
Company Services
Customer Service & Emergency Services
• In addition to Customer Services during regular business hours, our
Emergency After-Hours Services are provided directly by our managers who
are all equipped with 24/7/365 cellular phones. The managers will respond
to emergencies at all hours without requiring the caller to utilize an
uninterested Answering Service company. Feel free to ask our current Board
Members about how easy it is to contact us.
• Elite guarantees that all non-emergency calls will be returned in two hours.
• Elite guarantees that all emergency calls will be returned immediately.
Maintenance Services
• Elite does not own, operate or employ service providers. Service work is
provided by your own approved association vendors. Elite is capable of
providing numerous qualified bidders, suppliers and service companies.
Elite Property Services, LLC
Company Services
Outourcing Partners
Elite utilizes outsourcing to handle time consuming tasks with greater
quality and price than could be had ‘in-house’. This contributes greatly to
our ability to focus on pro-active professional management.
• CincSystems – Financial, Management & Website Software
• CaBanc – Payment Processing & Banking Services
• Optimal – Statements & Large Mailer Printing
• CondoCerts – Escrow Document Services
• Embrey & Associates – Collection Assistance
Elite Property Services, LLC
Performance Rules
Company Services
• Elite Property Services requires the company and managers to adhere to
the following operating rules designed to provide the greatest customer
service for the association.
– Minutes and ‘action items’ delivered to the Board within 24 hours of the
meeting.
– Financial Statements delivered to the board in the first 7 calendar days
of the month.
– Meeting reports delivered at least 7 days prior to the meeting.
– Website updates within 48 hours of the meeting.
– All calls returned within two hours.
Elite Property Services, LLC
Location & Hours
• Mailing Address:
– Elite Property Services
P.O. Box 53888
Irvine, CA. 92619-3888
• Physical Address:
– 600 Anton Blvd., 11th Floor
Costa Mesa, CA 92626
• Satellite Addresses:
– Wherever an internet
signal is available.
Company Profile
• Office Hours:
– Managers are available for
emergencies directly through
their cellular phones 24/7/365.
• Elite does not use an invasive
and time consuming Answering
Service.
– Managers are also the primary
contact for all financial and
escrow questions.
– Physical Office is open from
9:00am to 5:00pm on normal
business days.
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Elite Property Services, LLC
References
Banking
Legal Counsel
Certified Public Accountants
Trade References
Insurance
Landscape Contractors
Paving Contractors
Painting Contractors
General Contractors
Board Members
Elite Property Services, LLC
References
Banks
Community Association Banc
1665 W. Alameda Dr.
Tempe, AZ 85282-3200
*Selina Humphries
(480) 224-7472
CDARS
PO Box 867
Lake Forest, CA 92609
*Cyndi Koester
(949) 235-8498
CPA
Schonwit & Company
151 Kalmus Dr, #M-3A
Costa Mesa, CA 92626
*Steve Schonwit
(714) 437-1025
Legal
Hickey & Petchul LLP
114 Pacifica, Suite 340
Irvine, CA 92618-3329
*David Hickey
(949) 727-1777
Harle, Janics & Kannen
575 Anton Blvd #460
Costa Mesa, CA 92626
*Jake Harle
(714) 429-0600
Elite Property Services, LLC
References
Trade References
CincSystems
3075 Breckinridge Blvd., Ste. 425
Duluth, GA 30096
*Dawn Randall
(678) 205-1465
www.cincsystems.com
Optimal Outsource
7 Rancho Cr.
Lake Forest, CA 92630
*Josh Minton
(949) 916-2456
www.optimaloutsource.com
Embrey & Associates
2942 E. Chapman Ave. #326
Orange, CA 92869
*Carolyn Embrey
(714) 336-9916
CondoCerts
PO Box 61390
Phoenix, AZ 85082-1390
*Chuck Balacy
(480) 224-7533
www.condocerts.com
Insurance
Robco Insurance Services
31501 Rancho Viejo Rd. #103
San Juan Capistrano, CA 92675
*Greg Bowser
(949) 487-6131
LaBarre Oksnee Insurance
30 Enterprise, Ste. 180
Aliso Viejo, CA 92656
*Curt LaBarre
(949) 588-0711
State Farm – Bob Sullivan
227 20th St., Ste. 103
Newport Beach, CA 92658
*Bob Sullivan
(949) 673-9391
Elite Property Services, LLC
Landscape Contractors
Grants Landscape Services
3046 South Orange Ave.
Santa Ana, CA 92707
*Kenny Grant / Jaime Pompa
(714) 444-1903
Bemus Landscaping
PO Box 74268
San Clemente, CA 92673
*Stuart Williams
(888) 557-7910
References
Paving Contractors
Oliver-Mahon Asphalt
182 Wells Place
Costa Mesa, CA 92626
*Brent Mahon
(949) 548-6398
AMS Paving
11060 Rose Ave
Fontana, CA 92337
*Dale Pathe
(909) 357-0711
Sanders Paving
10645 Stanford Ave., Ste. B
Garden Grove, CA 92846
*Mike Piel
(714) 530-6181
Elite Property Services, LLC
Painting Contractors
Premier Painting
17150 Newhope #405
Fountain Valley, CA 92708
*Robert Black
(714) 546-3692
DL Bone
8561 Roland St., Ste. A
Buena Park, CA 90621
*Kerry Elder
(714) 523-4841
References
General Contractors
CPR Construction
1415 E. McFadden Ave, Ste. G
Santa Ana, CA 92705
*Darrell Conger
(714) 558-6859
ICON Maintenance
807 W. 17th St.
Santa Ana, CA 92706
*Greg Moreno
(714) 835-8942
Board Member References available upon request
Elite Property Services, LLC
• Please visit our website for additional
information: www.elitehoa.com
• Contact Mike Kubas: [email protected]