portfolio multi projects property management (pty) ltd

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PORTFOLIO Multi Projects Property Management (Pty) Lt

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Page 1: PORTFOLIO Multi Projects Property Management (Pty) Ltd

PORTFOLIOMulti Projects Property Management (Pty) Ltd

Page 2: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Our Exceptional Quality of Service Set Us Apart From The Rest

Page 3: PORTFOLIO Multi Projects Property Management (Pty) Ltd

choose yourproperty manager

Multi Projects Property Management

MPPM understands the significant asset and emotional value of

properties and therefore the importance of robust and trusted

property management and rental services. That is why we’re

dedicated to providing comprehensive and tailored property

management and property solution services. We attend to

marketing, housekeeping, booking services and tenant

placement on a centralized booking and administration system

and offer a hassle-free service to clients wishing to earn

return from their property investments.

• Tenant Placement and Management

• Body Corporate Management

• Meeting Attendance and Secretarial

• Financial Management

• Insurance

• Disbursements

• Advisory Service

• Personnel Record Keeping

• Statutory Records

• Maintenance Administration

• Access Control and Security

• Sewerage Management

• Waste Collection and Management

• Property Transfers

Services Offered“Hassle-Free Service to

Clients”Wise-ly

Page 4: PORTFOLIO Multi Projects Property Management (Pty) Ltd

About Us

We specializes in the administration, maintenance and management of existing and new development sectional title and

home owner schemes. Established in 2002 and active in the Helderberg area since 2008, MPPM has a fine reputation as a leader in Body

Corporate Property Management and Home Owners Associations.

Page 5: PORTFOLIO Multi Projects Property Management (Pty) Ltd

We take care of the Details.

Our Staff is Committed to...answering telephone calls and e-mails timeously, taking

personal responsibility for product knowledge. Our

Facilities Management Department was created in order to

ensure that properties are immaculately maintained and

enhanced on a continuous basis. The Facilities Manager also

offers workplace solutions in order to ensure maximum

efficiency and is continuously obtaining Owner feedback in

order to develop detail specifications. Our Finance

Department is located at our Head Office, Shop 6 Hibernian

Towers, Beach Road Strand and controls and administers all

the company's financial matters. The department consists of

highly qualified professionals.

Our offices are

situated at Shop 6,

Hibernian Towers,

Beach Road, Strand

Helderberg Basin

Office.

Your dedicated Portfolio Manager

will be Petro Lotze and

Christelene Fourie.

Page 6: PORTFOLIO Multi Projects Property Management (Pty) Ltd

We have a fine reputation as a leader in BodyCorporate & Home Owners Association Management

Page 7: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

BILLING & COLLECTIONS

1. We distribute monthly levy statements as per client requirements per post or e-mail, whichever is requested by owners. Pastell Partner 2011 and Propsys are the accounting package which we make use of.

2. Collection of monthly levies, we do have debit order, electronic banking, direct deposit and credit card facilities.

3. We have a strict credit control system for outstanding levies: i) If no payment is received by the 8th, we e-mail client

ii) If no payment is received by the 11th, we sms clientiii) If no payment is received by month end, first registered letter is issuediv) If no payment is received 2 weeks later, 2nd registered letter informing owners of potential

hand over to attorneys is issued.v) If no payment is received by 2nd month – file is handed over to our attorneys.

4. Interest is billed on all outstanding levies 5. We liaise with our attorneys (Mosterd & Bosman) regarding handed over

clients, and receive monthly updates on progress of handovers.6. We liaise with meter reading service companies7. We issue levy clearance certificates. There is a R570 (VAT Incl.) fee

per levy clearance certificate, payable by the seller of a unit.

Page 8: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

DISBURSEMENTS

1. We do electronic payments of all approved creditors and Municipal accounts

2. All disbursements which have been approved and signed off will be done within required time frame

INSURANCE AND PROPERTY FINANCIAL SERVICES

1. We will ensure that the properties are insured at market value, for the required annual cover.

2. We will ensure that the claims are forwarded to the insurance brokers and follow up on the payment of claims to ensure that all claims are paid within a reasonable time, we will also do all necessary disbursements of claims as required.

Page 9: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

FINANCIAL MANAGEMENT

1. We make sure that we invest all surplus funds at the most favorable interest rates.2. We do the preparation of the proposed annual budgets3. We will ensure that you receive reporting on

i) the monthly performance to budgetii) any variances between actual and proposed budgetiii) any problem areas in the budget

4. You will received monthly levy rolls, bank statements, detailed ledger of expenses paid, as well as income statement and balance sheet.

5. We will prepare all annual documents as required by the appointed auditors6. The Auditors will submit the Annual Tax Returns (IT14) and hand a copy to us for our

record keeping7. The Auditors will submit the Provisional Tax Returns as well8. We will administer VAT registration upon request and will submit VAT returns to SARS

as required.9. i) We will open bank accounts upon request

ii) We will also arrange cheque signatories and cheque book control

Page 10: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

PROPERTY TRANSFERS

1. Upon request from the transferring attorneys we will immediately issue them with Consents to Transfer, and Levy Clearance Certificates, we charge R684 (VAT inclusive) per Levy Clearance Certificate.

2. We will liaise with the conveyancers and attorneys to ensure that we know when transfer takes place of the property in order to keep our Property Owner Database up to date and to ensure that the new levy statements are sent to the new owners after registration.

Page 11: PORTFOLIO Multi Projects Property Management (Pty) Ltd

We will ensure that the properties are insured at market value

Page 12: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

MEETING ATTENDANCE & SECRETARIAL SERVICE

1. We attend and take minutes at the Annual General Meeting and Special General Meeting(s), should you so require we will also Chair the meetings.

2. We will attend four Body Corporate Meetings per 3. At all meetings we will prepare and distribute and keep record of:

i) notices and agendas of meetingsii) minutes of previous meetingsiii) a copy of the chairman’s report (if he has issued one)iv) copies of financial statements and recordsv) attendance records per owner register, we will also ensure that we have

proxies in place to determine quorum prior to meetingsvi) all minutes will be distributed within seven days after meeting was held.

4. We will do all necessary arrangements and organization of AGM and other meetings.

Page 13: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

ADVISORY SERVICE

1. We will keep the Trustees/Body Corporate Members advised to the provisions and rules of:i) the Sectional Title Act and other relevant legislationii) House Rules iii) Tax Legislation (as per Auditors recommendations

2. At AGM and Trustees/Body Corporate meetings oni) Procedural mattersii) Proxies, voting rights and quorums

3. We will assist with the facilitation during the above meetings

Page 14: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

PERSONNEL RECORDS

1. We are registered with Pastell Payroll and can do all Electronic bank payments of salaries, wages and bonuses to staff

2. The UIF and PAYE deductions and submissions will be done to SARS3. Employees will be provided with IRP5 forms annually4. We will keep records and contracts of all staff

Page 15: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

STATUTORY RECORDS

10. We will maintain and keep records of all:a. Books of Accountb. Rules and Regulationsc. Registered Sectional Title Plans of Body Corporatesd. Registered bondholders and ownerse. Completion & submission of provisional and annual tax returns as done by the appointed Auditorf. Minute Books g. Employee leave and payroll recordsh. Assets and liabilities

Page 16: PORTFOLIO Multi Projects Property Management (Pty) Ltd

We make sure that we invest all surplusfunds at the most favorable interest rates

Page 17: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

MAINTENANCE ADMINISTRATION

1. Upon receipt of complaint, which must always be given through in writing per e-mail or hand delivered. We will forward the complaint or maintenance issue through to the necessary maintenance team. We will call them thereafter to confirm that they have received the instructions and to confirm whether the work have been completed within a reasonable time.

2. We normally use Lotze Construction for all our maintenance work, as they are highly recommended. Should it be necessary, we will also obtain quotes from other Contractors.

3. We will manage all service providers on site included:i) Security service(s)ii) Electrical and telephone servicesiii) Water provision & quality, waste removal, sewage treatmentiv) Garden maintenancev) Cleaning Services

Page 18: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

MAINTENANCE ADMINISTRATION

4. We will also provide and enforce i) Security rules and regulationsii) Code of Conduct for Estate/Rental Agentsiii) Code of Conduct for Builders and Contractors

5. We will enforce the building plan approval process and periodic revision of architectural design regulations

6. We will manage all builders deposits and check whether work has been completed to the Trustees and Body Corporate’s satisfaction before refunding of deposits.

7. We will administer non-building and building-overrun penalties and ensure that payments are received

8. We will ensure that all environmental prescriptions are met.

Page 19: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

TAKE-ON CHECKLIST – Upon take over we will do the following:

1. Deed search will be done to confirm that correct owners and their details are loaded

2. Budget review, identification of risks and formulation of recommendations

3. Performance to budget review (PTB), assessment of reserves and evaluation of variances

4. Assessment of maintenance plans5. Assessment of insurance cover6. Assessment of fire fighting equipment and other relevant risk procedures7. Assessment of owner accounts, arrear levies and credit control

effectiveness8. Assessment of compliance to relevant legislation9. Confirmation of conduct rules lodged with deeds office10. Compilation of a report and action log to address identified gaps11. Compilation of a property management control schedule demonstration

required monthlyoperational activities to be managed and confirmed.

Page 20: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Management Proposal

ADDITIONAL ADVISORY AND SUPPORT SERVICES

1. Recruit contractors and staff as required2. Draft conduct rules and amendments thereto3. Enforce House and Conduct Rules4. Caretaker supervisory services on a flexi-time basis to fit budgetary,

capacity and cash flow parameters.5. Attend to enquiries and complaints of Owners (non-financial)

Page 21: PORTFOLIO Multi Projects Property Management (Pty) Ltd

We enforce house and conduct rules

Page 22: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Your Managing Director

CONTACT : DOREEN MYNHARDT MOBILE : 084 580 5020OFFICE : 021 854 6657FAX : 021 854 6351WEB : www.multiprojects.comEMAIL : [email protected]

Certificates & AchievementsCERTIFICATE IN ESTATE AGENCY (THE ESTATE AGENCY AFFAIRS BOARD)CERTIFICATE IN SECTIONAL TITLE SHCEME MANAGEMENT (UNIVERSITY OF CAPE TOWN)NQLF5 CERTIFICATE OBTAINED AS PER THE ESTATE AGENCY BOARD.GUEST HOUSE MANAGEMENT CERTIFICATE - GETSMARTER

Page 23: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Our References

CONTACT PERSON: KOBUS LAING (CHAIRPERSON SECTIONAL TITLE ASSOCIATION STRAND)

CONTACT NUMBER: 082 733 2280

COMPANY : JD-LINE INVESTMENTS (Pty) Ltd CONTACT PERSON: MR NIEL MYNHARDTCONTACT NUMBER: 083 651 4447

COMPANY : MSP DEVELOPMENTS (PTY) LTDCONTACT PERSON: MR JOHN COETZEECONTACT NUMBER: 021 914 6703CONTACT PERSON: DANIE PRETORIUSCONTACT NUMBER: 084 564 5090CONTACT PERSON: MARIUS VENTER – STONEHEDGE BODY CORPORATECONTACT NUMBER: 082 600 0924

Page 24: PORTFOLIO Multi Projects Property Management (Pty) Ltd

Conclusion

Whether you are a Chairperson, a Trustee, an Owner or an Investor,

Multi Projects Property Management offers a complete solution to ensure that

your property is well managed, and by doing so, maximizing the value of your

Investment.

Page 25: PORTFOLIO Multi Projects Property Management (Pty) Ltd

THANK YOUWe look forward in being of service to you in the near future.