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Management Proposal

Site Name: Long Copse Lane     Location: Emsworth     Developer: Metis Homes
Prepared by: Hannah Hamilton     Submission Date: 17/03/2022     Revision: A

Contents

Who Are Trinity
Service Trinity Provides
National Coverage, Local Knowledge
Support
Handover Process
Doc Check List
Document Control Sheet
Pound
Service Charge
Plant
Development Notes

Executive Summary

Trinity (Estates) Property Management Limited are pleased to be invited to tender for the future of management of Long Copse Lane. This proposal sets out the services we will provide and how we will organise them toensure the smoothest possible transition into management.

Our services outlined within this proposal will add value through:

• Proactive Management

• Health & Safety expertise

• Financial control

• Excellent customer communications

About Trinity

At Trinity, we have worked hard to build an excellent reputation with our clients. Our extensive residential management portfolio covers mixed-use. riverside & city apartment developments. housing estates with public open space and new and refurbished developments.

With extensive knowledge and expertise, Trinity is driven by exceptional people with a commitment to delivering a high service level to our customers.

Our regionally based Property Managers provide effective localized services and are supported by the full Trinity team based at our headquarters in Herefordshire. Working together, they ensure that the services we provide focus on the local community they serve. And we deliver services with the benefits and security that come from an established national service provider.

We are proud to have been the first managing agent to achieve the coveted full ARMA-O (Association of Residential Managing Agents) status. This allows us to continually benchmark the quality of the services provided to our clients and means that we adhere to agreed regulated standards.

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Regional Offices in the UK

Managers
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Field Based Property Managers

Award
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Average Feefo Rating

Clients V2
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Clients Nationwide

National Coverage

We are proud to have over 57,000 homes under our current management, with another 47,000 awaiting handover. 

Core Services

Utilising our teams of dedicated New Business Managers. New Schemes specialists and 44 Property Managers located Nationally. backed up with full financial. legal and administration teams at our Head Office. Trinity provide a one stop shop for all property management services.

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Property Management
New Build

  • Technical support and advice from planning through to completion
  • Full budget preparation for clients
  • Dedicated handover team to ensure smooth management transition from Developer to Trinity to Residents
  • National presence with localised service
Managers

Property Management
Residents Management Company

  • Residential Management Company accounting & management -full finance. surveying and legal health check completed when an RMC comes into management
  • Contractor management
  • Experienced team of 40• Property Managers. supported by extensive industry knowledge/expertise throughout the company
  • On-line maintenance portal for residents and contractors
  • National presence with localised service
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In House Services

  • Finance
  • Legal
  • Insurance
  • Surveying
  • Ottimo Property Services Ltd – maintenance and cleaning contractor

All Under One Roof

By listening to your client’s requirements. we can offer you an extensive range of property management services. We manage every project independently to ensure that your precise needs are met. and we tailor our approach to ensure you receive the right services required to deliver your project.

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