GATEWAY PLAZA CONDOMINIUMS INFORMATION DUVALL INVESTMENT GROUP NEEDS FROM YOU So that we may better serve you, we ask that you provide the following information to us by filling out this form and faxing it to our office at (704) 334-6445. If you prefer, this information may be mailed to us at: Duvall Investment Group, Inc. 129 West Trade Street, Suite 1510 Charlotte, North Carolina 28202 Owner Name(s): __________________________________________________________ Other Occupant(s): __________________________________________________________ Home Phone: _________________________ Fax: __________________________ Work/Other Phone: _________________________ Cell: __________________________ Email: __________________________________________________________ Can the information above be included in the Gateway Plaza COA directory? _________ Address for correspondence, if different from Condominium address: __________________________________________________________ __________________________________________________________ Parking Space Number: _____________________________________________ EMERGENCY CONTACT LIST: In the event we needed to contact you in an emergency situation, and were unable to reach you at the above listed phone number(s), we request the names and numbers of three individuals to contact in your absence (please list in the order you would prefer us to contact them): Name: ___________________________________ Phone Number: ___________________ Name: ___________________________________ Phone Number: ___________________ Name: ___________________________________ Phone Number: ___________________ If you are not the Occupant of your Condominium, please provide the following information: Name(s) of Occupant(s): ____________________________________________________ ____________________________________________________ Phone Number of Occupant(s): ____________________________________________________ *PLEASE NOTE IF YOU ARE RENTING YOUR UNIT. YOU MUST PROVIDE MANAGEMENT WITH A COPY OF THE (6) MONTH LEASE. EMERGENCY/INFORMATIONAL NUMBERS CHARLOTTE, NORTH CAROLINA Emergency Line (Police,Fire,Ambulance) 911 Carolinas Medical Center 704-355-2000 Presbyterian Hospital 704-384-4000 Poison Control Center 704-355-4000 Fire Department, non emergency 704-336-2441 Police, non-emergency 704.336-3190 NC Highway Patrol 704-547-0042 Duke Power Outage Reporting 800-769-3766 BellSouth Repair Service 800-925-2525 CMUD (Water) 704-336-2564 TimeWarner Cable/RoadRunner 704-377-9600 Ross and Witmer (Heating and Air) 704-392-6188 HVAC Building Solutions (Heating and Air) 704-864-2458 Natural Stone and Tile (Maintenance for counter tops) 704-665-8880 GATEWAY PLAZA CONDOMINIUM OWNERS ASSOCIATION BUILDING MANAGEMENT INFORMATION Duvall Investment Group, Inc., AMO® 129 West Trade Street, Suite 1510 Charlotte, North Carolina 28202 (704) 731.5560 (office) (704) 334.6445 (fax) Before 8:00 AM or after 5:00 PM (704) 731.5560- press “1” for emergency service. This will transfer you to our after-hours staffed desk The personnel at the desk will be able to contact the appropriate person to handle your situation OR (704) 334.5207 This is the direct line to our after-hours staffed desk Property Manager: John Hopkins THE FOLLOWING CONDITIONS ARE CONSIDERED EMERGENCIES: 1. Plumbing leak that cannot be shut off 2. Sewer backup 3. No Heat or Air Conditioning 4. No Power 5. No Water If one of the emergencies described above does occur, please notify Duvall Investment Group, Inc. so that they will be aware of the situation. REPORT ANY FIRE, LIFE THREATENING HEALTH EMERGENCIES OR MATTERS IMMEDIATELY TO THE POLICE BY CONTACTING 911. Gateway Plaza Condominium Owners Association c/o Duvall Investment Group, Inc., AMO® 129 West Trade Street, Suite 1510 Charlotte, NC 28202 Dear New Owner/Occupant: Welcome to Gateway Plaza! We are proud of our home and know you will enjoy living here. Please be sure that you get the Declaration of Condominium and our Condominium Owners Association Bylaws. We are enclosing information about the building that we hope will be helpful to you. Also included are contact/phone numbers for the management company (Duvall Investment Group, Inc.), building information, and helpful hints. PLEASE COMPLETE THE INFORMATION FORM AND RETURN IT TO DUVALL INVESTMENT GROUP. If you have questions or concerns, whether or not addressed in the enclosed materials, please contact myself or Cricket Pressley at (704.731.5560) at Duvall Investment Group, Inc., or you may ask any member of the Executive Board for the Condominium Owners Association. Sincerely, John Hopkins Property Manager Enclosures AUTOMATIC DEBIT PLAN FORM I authorize Duvall Investment Group, Inc., as managing agent for Park Avenue Condominium Owner’s Association, to automatically debit my [ ] checking [ ] savings account. Bank Account # _________________________________________________ Transit Number _________________________________________________ Financial Institution _________________________________________________ City ____________, State ______________, Zip _______________ *Staple voided check here. I understand that this authorization will be in effect until I notify my financial institution in writing that I no longer desire this service, allowing it reasonable time to act on my notification. I also understand that if corrections in the debit amount are necessary, it may involve an adjustment (credit or debit) to my account. I have the right to stop payment of a debit entry by notifying my financial institution before the account is charged. THIS AUTHORIZATION IS NONNEGOTIABLE AND NONTRANSFERABLE. Customer Name _____________________________________________________ Address ___________________________________________________________ Phone Number _____________________________________________________ Association Name ______________________________________________________ Signature _____________________________________ Date __________________ Comments ____________________________________________________________ Duvall Investment Group, Inc., AMOâ Corporate Profile Founded in 1983, Duvall Investment Group, Inc., AMOâ purchases, renovates, repositions and manages commercial properties as a subsidiary of Commercial Real Estate Company. Initially providing asset and property management services for self-owned office and multi-tenant properties, Duvall Investment Group has evolved into a full service development firm. Its primary services include property and facility management, office development and redevelopment, asset management, and planning. Duvall Investment Group has been designated as an Accredited Management Organizationâ (AMOâ) of the Institute of Real Estate Management (IREM). Duvall Investment Group has remained committed to the firm’s philosophies of integrity and quality. The company’s distinguished AMOâ signifies that Duvall Investment Group has achieved standards of excellence through education, experience, and professionalism. With this award, Duvall Investment Group is part an elite group of firms managing a significant segment of the nation’s real estate assets. Following through on its ability to develop flexible office space that can expand as smaller companies grow, Duvall has maintained loyal tenants, and thus loyal investors, through the years. Areas of expertise include: § Property and Facility Management § Office Development and Redevelopment § Asset Management § Planning Partial Project List: The Johnston Building at 212 S. Tryon Street ChapelWatch Condominium Owners Association 129 West Trade Street Christenbury Eye Center Park Avenue Condominium Owners Association 400 North Church Condominium Owners Association The Ratcliffe Condominium Owners Association Park Place Condominium Owners Association Jefferson Square Condominium Owners Association Village of Southend Condominium Owners Association Settlers Place Condominium Owners Association 10th Town Homes Oweners Association 715 North Church Condominium Owners Association 2400 Roswell Condominium Owners Association MANAGEMENT TEAM Duvall Investment Group’s management team is made up of many individuals working together to operate properties at the least possible cost, without sacrificing quality, and to ensure client satisfaction. John Hopkins, Association Manager joined Duvall Investment Group in February of 2005 after being the Communications Director for the state of New Mexico for the 2004 Presidential Election. John graduated from Winthrop University in May of 2004 with a degree in Communications and a minor in Social Science. John has created a new and exciting internship program for the top seniors in local business programs from universities around the Charlotte region to intern and train with the management team at Duvall Investment Group. In the fall of 2005 John took on a unique role in managing Fifth and Poplar during the conversion of 304 apartments that were converted into upscale condos in the heart of uptown Charlotte. He has now been promoted onto other properties in uptown Charlotte, Myers Park and taken on a new challenge of managing two new buildings that are currently under construction in Winston Salem North Carolina. He is currently pursuing his North Carolina Real Estate Provisional Broker License. Julianne Smith, Property Manager joined the Duvall Investment Group, Inc. AMO® team in May of 2006. She graduated from UNC Charlotte with a Bachelors of Science in Business Administration. Julianne came to Duvall with over three years of commercial property management experience, and is currently serving as assistant property manager for the Commercial Management Division. Julianne is currently pursuing RPA certification and her North Carolina Real Estate license. C. Deni Morris, Senior Association Manager joined Duvall Investment Group, Inc., AMO® team in early 2002 as assistant property manager for the Condominium Association Management Division. Deni came to Duvall Investment Group, Inc., AMO® with residential leasing and management experience. Deni has served as assistant property manager for the Commercial Management Division and has recently become a senior manager for the Association Management Division. She is currently pursuing her North Carolina Real Estate license. Nicole Tonelli, Senior Association Manager joined the Duvall Investment Group, Inc., AMO® team in July 2005 as a property manager for the Association Management Division. Nicole graduated from Davidson College with a Bachelor of Science in Psychology in 2004 and spent one year working as an Operations Manager in the Davidson College Student Union before joining Duvall. She was recently promoted to the position of Senior Association Manager and is currently pursuing her North Carolina Real Estate License. Liza Hopkins, Senior Association Manager initially joined Duvall Investment Group, Inc., AMO® in June 2003 as an assistant property manager for the Condominium Association Management Division. In addition to her duties as an assistant property manager Liza assisted as a project manager working directly with developers and builders on new condominium constructions projects. In June of 2006 Liza moved to Charleston, SC to gain commercial property management experience with Colliers Keenan. Liza is excited to have rejoined our COA Management Division as a Senior Association Manager and is currently responsible for the day-to-day management and operations of Fifth and Poplar Condominiums. Liza is a graduate of the University of North Carolina at Charlotte with a Bachelor of Arts in Psychology along with minors in English and Religious Studies. She holds a North Carolina Real Estate Brokers License. Kristin Cronenberger, Association Manager joined Duvall Investment Group in September 2005. She graduated from Wingate University and holds a Bachelor of Science in Communications and a minor in music. In 2004-2005 she was the editor in chief of the campus weekly newspaper and guided a staff of over 15 people. She worked almost 5 years in retail before joining Duvall, and customer/client relations are very important to her. She also worked with a local residential construction company for several years and is familiar with the growing trade in the area. While at Duvall she has worked with Associations at both modern and traditional condominiums in uptown Charlotte. Courtney Soprano, Association Manager is the newest member of the Duvall team, joining us in October of 2006. She is a graduate of the University of Pittsburgh with a Bachelor of Science in Human Relations. Courtney came to Duvall with five years residential leasing and management experience and is excited and eager to continue to grow with Duvall. FINANCIAL MANAGEMENT With the use of Jenark accounting software, Duvall Investment Group is capable of producing a wide variety of operating reports for clients’ use. Financial reporting can be customized to meet a variety of requirements ACCOUNTING Wendy Laxton Jessica Austin, has been a member of the Accounting team since 1998. Jessica currently serves as the Accounts Payables Specialist, handling all of the payable functions for in excess of thirty accounts. Jessica also oversees all human resource reporting and payroll functions for Commercial Real Estate Company. Jessica's accounting background includes credit support and investor accounting. Gina Hill Chrissy Kaminski, is the newest member of the Accounting team, joining Duvall in early 2005, straight out of Winthrop University where she earned hear Bachelor of Science Degree in Business Administration. Chrissy currently performs all accounting functions relating to financial statement preparation, month end reconciliations and dues assessment schedules. Chrissy works hand in hand with the property managers to ensure that all Association financial reports are accurate and timely. EXECUTIVE OF COMMERCIAL REAL ESTATE COMPANY Howard M. Duvall, III, Founder and Principal For over 30 years, Mr. Duvall has actively contributed to North Carolina’s commercial real estate development and expansion. As President of Duvall Investment Group, Mr. Duvall oversees all business strategy and operations for the company. Previously, he served in executive management roles with several real estate development and financing firms, including Little & Co., Huaca, Inc., Northwestern Financial Investors and Northwestern Advisory Corp, John R. Maddox & Associates, and, The Colony, Ltd. Duvall has served as developer and principal for more than 1.1 million square feet of commercial and mixed-use office space, more than 250 acres of residential and commercial subdivisions, and nearly 600 units of luxury apartments and condominiums. He is a member of the Charlotte Region Commercial Board of Realtors. Mary Wilken, CPM®, CCIM®, CMCA®—Chief Operating Officer With over twenty years of real estate management experience, Mary Wilken serves as Commercial Real Estate Company’s Chief Operating Officer, overseeing all affiliates’ operations. Mary obtained the Certified Manager of Community Associations (CMCA) designation from the National Board of Certification for Community Association Managers in 2004, the Certified Commercial Investment Member (CCIM) designation from the Commercial Investment Real Estate Institute in 1998 and the Certified Property Manager® (CPM®) designation from the Institute of Real Estate Management in 1992. Receiving the distinguished designation of Certified Property Managerâ (CPMâ) in 1992, Ms. Wilken was named CPMâ of the Year in 1993 by the Western North Carolina Chapter of IREM. In 1998, she was designated as a Certified Commercial Investment Member (CCIM) of the Commercial Investment Real Estate Institute. Mary has successfully managed more than 1,500,000 square feet of medical/general office space; 500,000 square feet of retail strip centers; and, 200,000 square feet of facility space; and multiple condominium associations. With Mary’s extensive background in property management, Duvall Investment Group, Inc., AMO®, will continue to be in a position to provide the best management services to clients and occupants alike. Commercial Real Estate Company, Inc. (Commreco) Corporate Profile With more than eighty years of combined real estate experience, three founders of successful real estate firms – Howard M. Duvall III, Thomas F. O’Brien, and § Duvall Investment Group, Inc., AMO® specializes in the purchase, renovation, repositioning and management of commercial properties. § Providence Real Estate Advisors, LLC, specializes in leasing, lease acquisition and disposition, and facilities planning. § Commercial Construction Associates, Inc., specializes in construction and renovation services for commercial properties and industrial facilities. § MSR Services, Inc., specializes in property and building maintenance and janitorial services.
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