Re: Interview with management firms . Suggestions

[Canal Terrace]

Thank you for the time you took to meet with us today. The board is meeting again on Tuesday evening and would like to see if Karen was available to meet with us for just 1/2 hr Tuesday the 15 th at 6.30 pm. Again at the Palisades library. We believing meeting her is important. 

Also since she might only be here for the time her husband is in Dental school how would the company replace her with some one who know the bld. Also How much of your time would we have access to in year one. 

Finally can you also give us a two year quote which we can compare to the one year quote as we are doing budgeting and the impact of needing yo also increase our reserves.

Please let me have the answers by close of business Monday. Thanks hope Karen can make it.

Paula HJ Cholmondeley

The Sorrel Group

PO Box 490 

Brookline, MA. 02446

617 6693091

617 608 4552 fax

On Jan 8, 2013, at 2:25 PM, Thierry Liverman <tliv...@chatel.us> wrote:

Tuesday, January 08, 2013

 

Paula

 

I  will be at the Palisades  library on Friday at 11:30 as requested.

 

There will be 2 of us coming  -- including Karen Bernhard who I propose as property manager.

 

See you then.

 

Sincerely

 

Thierry

 

From: PHJCholmondeley Canal [mailto:phjchom...@gmail.com]
Sent: Monday, January 07, 2013 10:29 PM
To: tliv...@chatel.us
Subject: Fwd: Interview with management firms .. Suggestions

 

This is to confirm your appointment with the Canal Terrace board this Friday the 12th at 11.30 am.  The meeting will take place at the Palisades library in he upstairs meeting room.  The library is on MacArthur Blvd down the street from our building. The board meet this eveing and developed some additiona questions which we look forward to discussing on Saturday.  Also we would like to confirm wh specifically would be the propety manager for the building.

 

Paula Cholmondeley

President Canal Terrace Condo Association.

---------- Forwarded message ----------
From: Peggy Meites <pjme...@verizon.net>
Date: Sun, Dec 30, 2012 at 9:00 PM
Subject: Interview with management firms .. Suggestions
To: Dale Brown <dale.sus...@gmail.com>, Dale Brown <dale-...@mindspring.com>
Cc: Paula Cholmondeley <phjchom...@gmail.com>


Objective of interview ..... We want to Understand the  organization and management of the companies we interview ... and we want to come out with a clear estimate of their core competences.

1.    The Company 's  history
          -  How long in they have been in business
          - Ownership ... Or change of ownership
          - Future plans, directions

2.   The company's Assets and Financial management
            - financial statements, audits
            -  legal liabilities or pending legal actions
            - how client assets are protected

3.  the company's management and command structure
               - management team
                       Years with company. ( staff retention rate) ; expertise
                -  current client base & description
                -  client management process
                          *  Who interfaces with the client & is accountable;
                          *. Number of full time employees
                         *. How this contract would be staffed (% of individual staff time)
                          * describe supervision of contractors
                                   ~ any issues with uncompleted work?
                -   core contractors (AC, plumbing etc. ... Licensed)
                          * Describe work process for common elements
                          * how contractor's work is supervised and approved by company staff

4.   The company's approach to managing their client's planning, administrative, property maintenance, and financial management needs.
               - emergency or after hours property maintenance operations
               - routine financial management of condo fees, banking etc.
               - legal issues with tenants, owners, contractors
               - strategic and operational planning with Board


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