Jefferson – Redwood City Proposal
Built for Common Interest Developments
We specialize in the professional management, development, and restoration of Common Interest Developments (CIDs) — including HOAs, COAs, PUDs, CO-OPs, and Habitat for Humanity communities. Licensed professionals with real credentials, construction experience, and financial expertise. We utilize customized software designed internally, paired with decades of connections in California’s management industry.
Management Philosophy
Common Interest Developments define all the various communities we manage — HOA, COA, PUD, COOP, or Habitat for Humanity. Each represents a corporation of real estate investors with specific needs: real estate knowledge, home valuation, accounting accuracy, budgeting, enforcement, community leadership, administration, and construction oversight.
Unless an association wishes to hire each specialty individually, the modern solution is a comprehensive licensed system — uniting every operational and fiduciary responsibility under one accountable structure. This is the First Equity Model — a forward-thinking approach to community management that aligns expertise, efficiency, and transparency.
We ask that you consider our offer carefully and compare it against any firm of similar licensed capacity. We believe you will not find another quite like ours.
A Specific Management Model
The First Equity Management Model replaces fragmented management with one unified system. Licensed in brokerage, construction, accounting, and governance, we deliver integrated oversight for every operational and financial decision — protecting value, streamlining communication, and ensuring consistent performance across your community.
Scope of Services
Management & Administrative
- Preparation, hosting, recordation, and governance of all association meetings
- Preparation and distribution of business materials with full administrative support
- 24/7 managerial availability — direct licensed contact
- Design and maintenance of a secure Owner/Tenant Portal
- Monthly skilled building inspections and vendor performance audits
Accounting & Financial
- Reconciled monthly financials, budget-to-actuals, and variance notes
- AP workflow and Board approval system
- Reserve planning and forecasting
Maintenance & Construction Oversight
- Monthly contractor inspections and scope verification
- Bid review and contract administration
- Preventive maintenance scheduling
Technology & Communication
- Real-time board visibility with internal platform access
- Paperless options with USPS integration
Proposed Management Fee
Typical engagement begins at $850–$1,000 per month, depending on scale and complexity. Month-to-month agreements — no long-term lock-ins, no hidden fees.
30-Day Transition & Implementation
- Information Transfer — docs, banking, vendors
- Software Setup — portals, communications
- Onboarding & Audit — vendors, insurance, budgets
- Launch & Oversight — first inspection, cadence, and report
Acceptance
CID / Association: 612 Jefferson Condos
Authorized Signature: _____________________________
Date: November 11, 2025
Prepared by: First Equity — DRE# 01895772 | CSLB# 0188970 | Insured
