The Management Trust - Transpacific

Ms [redacted] , Here are my responses to your continued complaint that had an original request for resolution to be the reimbursement for towing expenses You have sense amended your complaint to include other items:1) The financials that are currently loaded onto the community's web-portal are strictly for Board member review at this time However, an electronic copy can be provided via email in pdf format to you for the financialsYou will be charged for the time that it will take to redact the sensitive information (homeowner account numbers, bank account numbers, delinquency information, etc) If you would like to receive the financials via email with the sensitive information redacted, please let us know so that we can provide you with an estimate of the costs for doing so Know that payment will be expected prior to electronic delivery of the requested documents.2)I believe I answered the question about checks in the previous Revdex.com response I'll attempt to go into a little more detail in hope that it helps The management contract delegates this financial management to the Management company However, the Board receives monthly financial statements along with disbursements that reconcile all expenditures and deposits The volunteer Board members often delegate these tasks to Management company and the HOA books are audited each year by an independent auditor This is to ensure that the financial records are maintained with integrity and accordance with general accounting principals 3)The Board has not requested to review a new management contract at the May meeting nor has the Board requested bank accounts be moved from the existing banks

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below FINANCIAL RECORDS: SEE MY LAST EMAIL TO [redacted] , [redacted] AND [redacted] DATED 4/19/ SEE BELOW THIS IS MY SECOND WRITTEN REQUEST AND TWO PHONE CALLS TO [redacted] AS OF TODAYS DATE 4/24/2017, I HAVE NOT RECEIVED ANY FINANCIAL RECORDS UPLOADED TO MY WEB PORTAL ACCOUNT # [redacted] PLEASE LET ME KNOW WHEN RECORDS WILL BE UPLOADED TO MY WEB PORTAL ACCOUNT CHECK AUTHORITY: WHO GAVE THE ACCOUNTING DEPARTMENT THE AUTHORITY TO SIGN CHECKS? WHY WASN'T THE AUTHORITY GIVEN TO THE BOARD MEMBERS VERSES YOUR ACCOUNTING DEPARTMENT? PREVIOUS BOARD MEMBERS [redacted] ***, PRESIDENT AND [redacted] ***, TREASURER/SECRETARY DID NOT AUTHORIZE ACCOUNTING TO HAVE AUTHORITY WILL A NEW CONTRACT BE DISCUSSED DURING THE NEXT BOARD MEETING ON MAY 10, SO THAT OUR BOARD WILL HAVE COMPLETE CONTROL OF BOTH OPERATING AND RESERVE ACCOUNTS? CAN BOTH ACCOUNTS BE TRANSFERRED TO TWO DIFFERENT CALIFORNIA BANKS? [redacted] < [redacted] [email protected]>Apr (days ago)to [redacted] , [redacted] , [redacted] , 4/19/2017HELLO [redacted] :THANK YOU FOR LETTING [redacted] KNOW THAT I HAVE BEEN WAITING FOR DAYS SINCE APRIL 07, WHEN [redacted] RESPONDED TO ME AND HIGHLIGHTED HER MESSAGE TO ME THAT ELECTRONIC RECORDS SHOULD BE FREE OF CHARGE.ACCORDING TO CIVIL CODE SECTION 5210(B), WHEN A MEMBER PROPERLY REQUESTS ACCESS TO ASSOCIATION RECORDS, ACCESS TO THE REQUESTED RECORDS SHALL BE GRANTED WITHIN THE FOLLOWING TIME PERIODS:(1) ASSOCIATION RECORDS PREPARED DURING THE CURRENT PHYSICAL YEAR, WITHIN BUSINESS DAYS FOLLOWING THE ASSOCIATIONS RECEIPT OF THE REQUEST.(2) ASSOCIATION RECORDS PREPARED DURING THE PREVIOUS TWO PHYSICAL YEARS, WITHIN CALENDAR DAYS FOLLOWING THE ASSOCIATION'S RECEIPT OF THE REQUESTI JUST CHECKED MY WEB PORTAL AND NO FINANCIAL RECORDS HAVE BEEN UPLOADED WHEN WILL YOU BE ABLE TO UPLOAD THE FREE FINANCIAL RECORDS (AS LISTED BELOW: RECORDS SUBJECT TO REVIEW) FROM SEPT TO CURRENT YEAR 2017, GARDENING CONTRACT, WATER SUB METER CONTRACT AND ALL RECORDS PERTAINING TO WATER REIMBURSEMENT TO MY WEB PORTAL ACCOUNT # [redacted] ? Records Subject to ReviewWhile some records arenot subject to review, most can beinspectedandcopiedby members(CivCode §5200(a).) Following is a list of records subject to membership review:Financial Recordsfinancial documents required byCivil Code §5300(budget, reserves, lien policies, insurance,financial statements, etc.);interim financial statements, including (i)balance sheet, (ii)income and expense statement, (iii) budget comparison, and (iv)general ledger;salaries paid to employees, vendors, or contractors (except as provided by attorney-client privilege) which shall be set forth by job classification or title, not by the employee's name, social security number, or other personal information;state and federaltax returns;reserve account balances and payments from reserves; andinvoices, receipts, canceled checks, purchase orders approved by the association, credit card statements for credit cards issued in the name of the association, statements for services rendered, and reimbursement requests submitted to the association (CivCode §5200(b)).SINCERELY YOURS, [redacted] Apr (days ago)***, [redacted] , [redacted] Ms [redacted] ,Please carefully reread my email communications as it appears you are taking my comments regarding "free" out of context and may be incorrectly interpreting those statements as a result.Sincerely, [redacted] , CAMEx®, CCAM® | Division Executive Vice President Champion Employee Owner Red Hill Ave, Suite • Tustin, California P: 714-285-x1207| F: 714-647- Regards, [redacted]

Ms [redacted] was indeed sent a violation letter in error, but was never fined $as she stated in her narrative It is my understanding that she received an email of apology from Ms [redacted] and the violation was closed since it was sent in error This matter is considered resolved

Ms***, Thank you for your correspondence. It will be included in the Board of Directors meeting packet for their May meeting as the Board has the authority to authorize reimbursement for tows. The Board as well as ***'s supervisors are the ones that can remove *** as
the manager. At this time, the Board of Directors has not made this request. I do want to address the items mentioned in your complaint:* There is a patrol company contracted by the Board of Directors. That company is the one that authorized the tow based on the parking rules and regulations of the community. *** *** did not personally authorize the tow. As this patrol service is employed by the HOA by the authority of the Board of Directors, they will be the ones that will need to authorize reimbursement of the $225. We as a management company, do not have that authority.*Concerning the financial matters, I will discuss these matters with Ms***. I have seen email correspondence between you and the Executive V.Pthat explain free of charge versus charges. I'm happy to address this again if you are not satisfied with the response that has been provided to you.*** (nor any management company) has the authority to remove a board member. The by-laws of the association determine how to remove a person from the Board of Directors. *Per the management contract, the authority to sign checks from the operating accounts have been delegated to Management. However, *** is not the one signing the checks; this is done by the accounting department. Copies of all payments from operating are included in the monthly financials so that the Board is informed of all expenses. The Board is also provided with bank statements to cross check all expenditures from the account.*It is up to the Board of Directors if they wish to continue the terms of the contract. The Board absolutely has the option of terminating the terms of the contract at will per the termination clause of the management agreement. *The Board of Directors has the responsibility and the decision to make in regards to negotiating with the developer to repair and/or replace the vehicle gate. At the direction of the Board, *** may begin the conversations with the developer regarding this matter, but only at the direction of the Board. I am hopeful that the Board and the developer will come to a resolution that works for the community

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below. 1.  FINANCIAL RECORDS:  SEE MY LAST EMAIL TO [redacted] AND [redacted] DATED 4/19/2017.    SEE BELOW.  THIS IS MY SECOND WRITTEN REQUEST AND TWO PHONE CALLS TO [redacted] AS OF TODAYS DATE 4/24/2017, I HAVE NOT RECEIVED ANY FINANCIAL RECORDS UPLOADED TO MY WEB PORTAL ACCOUNT #[redacted].  PLEASE LET ME KNOW WHEN RECORDS WILL BE UPLOADED TO MY WEB PORTAL ACCOUNT.2.  CHECK AUTHORITY:  WHO GAVE THE ACCOUNTING DEPARTMENT THE AUTHORITY TO SIGN CHECKS?  WHY WASN'T THE AUTHORITY GIVEN TO THE BOARD MEMBERS VERSES YOUR ACCOUNTING DEPARTMENT?  PREVIOUS BOARD MEMBERS [redacted], PRESIDENT AND [redacted], TREASURER/SECRETARY DID NOT AUTHORIZE ACCOUNTING TO HAVE AUTHORITY.  3.  WILL A NEW CONTRACT BE DISCUSSED DURING THE NEXT BOARD MEETING ON MAY 10, 2017 SO THAT OUR BOARD WILL HAVE COMPLETE CONTROL OF BOTH OPERATING AND RESERVE ACCOUNTS?  CAN BOTH ACCOUNTS BE TRANSFERRED TO TWO DIFFERENT CALIFORNIA BANKS?   [redacted]<[redacted][email protected]>Apr 19 (5 days ago)to[redacted],[redacted],[redacted], 4/19/2017HELLO [redacted]:THANK YOU FOR LETTING [redacted] KNOW THAT I HAVE BEEN WAITING FOR 12 DAYS SINCE APRIL 07, 2017 WHEN [redacted] RESPONDED TO ME AND HIGHLIGHTED HER MESSAGE TO ME THAT ELECTRONIC RECORDS SHOULD BE FREE OF CHARGE.ACCORDING TO CIVIL CODE SECTION 5210(B), WHEN A MEMBER PROPERLY REQUESTS ACCESS TO ASSOCIATION RECORDS, ACCESS TO THE REQUESTED RECORDS SHALL BE GRANTED WITHIN THE FOLLOWING TIME PERIODS:(1)  ASSOCIATION RECORDS PREPARED DURING THE CURRENT PHYSICAL YEAR, WITHIN 10 BUSINESS DAYS FOLLOWING THE ASSOCIATIONS RECEIPT OF THE REQUEST.(2)  ASSOCIATION RECORDS PREPARED DURING THE PREVIOUS TWO PHYSICAL YEARS, WITHIN 30 CALENDAR DAYS FOLLOWING THE ASSOCIATION'S RECEIPT OF THE REQUEST. I JUST CHECKED MY WEB PORTAL AND NO FINANCIAL RECORDS HAVE BEEN UPLOADED.  WHEN WILL YOU BE ABLE TO UPLOAD THE FREE FINANCIAL RECORDS (AS LISTED BELOW:  RECORDS SUBJECT TO REVIEW) FROM SEPT 2014 TO CURRENT YEAR 2017, GARDENING CONTRACT, WATER SUB METER CONTRACT AND ALL RECORDS PERTAINING TO WATER REIMBURSEMENT TO MY WEB PORTAL ACCOUNT #[redacted]?  Records Subject to Review. While some records arenot subject to review, most can beinspectedandcopiedby members. (Civ. Code §5200(a).) Following is a list of records subject to membership review:Financial Recordsfinancial documents required byCivil Code §5300(budget, reserves, lien policies, insurance,financial statements, etc.);interim financial statements, including (i)balance sheet, (ii)income and expense statement, (iii) budget comparison, and (iv)general ledger;salaries paid to employees, vendors, or contractors (except as provided by attorney-client privilege) which shall be set forth by job classification or title, not by the employee's name, social security number, or other personal information;state and federaltax returns;reserve account balances and payments from reserves; andinvoices, receipts, canceled checks, purchase orders approved by the association, credit card statements for credit cards issued in the name of the association, statements for services rendered, and reimbursement requests submitted to the association (Civ. Code §5200(b)).SINCERELY YOURS,[redacted]Apr 20 (4 days ago)[redacted],[redacted],[redacted]Ms. [redacted],Please carefully reread my email communications as it appears you are taking my comments regarding "free" out of context and may be incorrectly interpreting those statements as a result.Sincerely,[redacted], CAMEx®, CCAM® | Division Executive Vice President Champion Employee Owner 15661 Red Hill Ave, Suite 201 • Tustin, California 92780 P: 714-285-2626 x1207| F: 714-647-9393 
Regards,
[redacted]

Ms. [redacted], Here are my responses to your continued complaint that had an original request for resolution to be the reimbursement for towing expenses.  You have sense amended your complaint to include other items:1) The financials that are currently loaded onto the community's web-portal are strictly for Board member review at this time.  However, an electronic copy can be provided via email in pdf format to you for the financials. You will be charged for the time that it will take to redact the sensitive information (homeowner account numbers, bank account numbers, delinquency information, etc).  If you would like to receive the financials via email with the sensitive information redacted, please let us know so that we can provide you with an estimate of the costs for doing so.  Know that payment will be expected prior to electronic delivery of the requested documents.2)I believe I answered the question about checks in the previous Revdex.com response.  I'll attempt to go into a little more detail in hope that it helps.  The management contract delegates this financial management to the Management company.  However, the Board receives monthly financial statements along with disbursements that reconcile all expenditures and deposits.  The volunteer Board members often delegate these tasks to Management company and the HOA books are audited each year by an independent auditor.  This is to ensure that the financial records are maintained with integrity and accordance with general accounting principals.  3)The Board has not requested to review a new management contract at the May meeting nor has the Board requested bank accounts be moved from the existing banks.

Ms. [redacted] was indeed sent a violation letter in error, but was never fined $100 as she stated in her narrative.  It is my understanding that she received an email of apology from Ms. [redacted] and the violation was closed since it was sent in error.  This matter is considered resolved.

Better...

Business Bureau:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
I am enclosing the letter signed by [redacted], and I do understand every single word in this letter.  I will also forward the email of apology of Ms. [redacted] on a separate email. Thank you for helping me on this matter.[redacted]
Regards,
[redacted]