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Elite Property Services, LLC Quality Management You Can Trust
Elite Property Services, LLC Company Services • • • History Mission Statement Property Management Financial Management Collections Information Technology Customer Service Emergency Services Location References
Elite Property Services, LLC History Company Profile • 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. • 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: – – – – – 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. • Cinc. Systems – Financial, Management & Website Software • Ca. Banc – Payment Processing & Banking Services • Optimal – Statements & Large Mailer Printing • Condo. Certs – 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. , 11 th 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: 00 am to 5: 00 pm on normal business days.
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 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-3 A Costa Mesa, CA 92626 *Steve Schonwit (714) 437 -1025 References 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 Trade References Cinc. Systems 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 Condo. Certs PO Box 61390 Phoenix, AZ 85082 -1390 *Chuck Balacy (480) 224 -7533 www. condocerts. com References Insurance Robco Insurance Services 31501 Rancho Viejo Rd. #103 San Juan Capistrano, CA 92675 *Greg Bowser (949) 487 -6131 La. Barre Oksnee Insurance 30 Enterprise, Ste. 180 Aliso Viejo, CA 92656 *Curt La. Barre (949) 588 -0711 State Farm – Bob Sullivan 227 20 th 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. Mc. Fadden Ave, Ste. G Santa Ana, CA 92705 *Darrell Conger (714) 558 -6859 ICON Maintenance 807 W. 17 th 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: Mike@Elite. HOA. com