AssetPro Management

Re: Management Evaluation

 

 

COMMUNITY:              ______________________________________________________________

EVALUATOR’S NAME: ______________________________________________________________

 

                                                                    PERFORMANCE INDICATORS

Exceeds job standards and expectations:                                                       5

Consistently exceeds job expectations:                                                          4

Meets the job and expectations:                                                                     3

Sometimes meets job expectations:                                                                2

Overall work does not meet the minimum job standards and expectations:       1

 

Category 1­- Administration Management

Performance Level

 

Communicates with the board and residents in a timely, courteous and knowledgeable manner.

 

 

1     2     3     4     5

Demonstrates oversight and regularly communicates the status of community projects and maintenance items.

 

1     2     3     4     5

Addresses violations of the rules and regulations by homeowner’s timely and appropriate manner.

 

1     2     3     4     5

Implements the board’s policies and direction in a timely and effective manner.

 

1     2     3     4     5

 

Category 2- Operations Management

Performance Level

 

The property is managed with a proactive approach to fulfill the duties assigned to board members in the community Declaration.

 

 

1     2     3     4     5

Community manager develops bid specifications and mangers performance of all vendors based on executed contracts.

 

1     2     3     4     5

Site inspections are conducted in accordance with the contract to ensure curb appeal, evaluate complaints and to respond to owners requests.

 

1     2     3     4    5

All maintenance requests are acknowledged and completed in a timely manner.  Board is notified of all issues. 

1     2     3     4     5

 

 

Category3 – Financial Management

 

Performance Level

 

Maintains finances and provides accurate, up to date financial records on a monthly basis. 

                   

 

1     2     3     4     5

Facilitates the preparation of annual budgets with reforested numbers for the current year based on contractual numbers and anticipated service increases.

 

1     2     3     4     5

Maintains reserve funds and makes recommendations for adequate funding for capital improvements.

 

1     2     3     4     5

All bills are paid on a timely basis and coded to the appropriate GL code on the financials.

1     2     3     4     5

 

Comments: _____________________________________________________________________________________ _____________________________________________________________________________________ ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

 

 

Evaluator’s Signature: ___________________________________________ Date:  _______________