ALL INCLUSIVE COLIVING - OLLIE PROPERTY MANAGEMENT - Page 1 of 22 - City of Berkeley
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ATTACHMENT 4 ZAB 07-23-2020 Page 1 of 22 ALL INCLUSIVE COLIVING. OLLIE PROPERTY MANAGEMENT CAPABILITIES
ATTACHMENT 4 ZAB 07-23-2020 Page 2 of 22 Table of Contents Management Services 3 Technology Services 10 Questions and Answers 16 © 2020 Ollie Confidential. Not for distribution. 2
ATTACHMENT 4 ZAB 07-23-2020 Page 3 of 22 MANAGEMENT SERVICES FACILITIES MANAGEMENT MARKETING AND LEASING HOUSING AS A SERVICE (HAAS)
ATTACHMENT 4 ZAB 07-23-2020 Page 4 of 22 Full suite of management services FACILITIES MANAGEMENT MARKETING LEASING The Facilities Management team is Produce comprehensive marketing Our leasing teams are highly skilled in responsible for overseeing the and advertising strategy plans that sales and marketing presentations physical quality, maintenance and incorporate segmentation for pre- and closing techniques in building systems of assets in leasing, lease-up and stabilization. conventional multifamily leasing, with coordination with building This includes coordination of digital specialized education on leasing and ownership. This includes, but is not advertising, social media marketing a coliving product. limited to executing on preventative programming, corporate and maintenance plans, building community outreach, and reputation regulatory compliance, life and safety management. We may facilitate plans, annual inspections and routine engagement with third-party maintenance of the building and marketing firms for the creation of units. digital assets, website design and development, digital marketing and branding. HOUSING AS A SERVICE FINANCIAL REPORTING COLIVING REPORTING Ollie’s Housing as a Service (HaaS) The team prepares detailed monthly The team also prepares quarterly includes fully functional furnished financial and leasing reports outlining the performance of units, free cable/WiFi, weekly performance reporting that includes coliving services, including housekeeping, and Ollie Social events financial statements, review of community engagement, Bedvetter that elevate the resident’s payables, budget monitoring and user activity and results of quarterly experience, giving them time to focus occupancy and leasing trend NPS surveys. more on themselves, and build analysis. community within the property and the surrounding neighborhood. © 2020 Ollie Confidential. Not for distribution. 4
ATTACHMENT 4 ZAB 07-23-2020 Page 5 of 22 Housing as a Service (HaaS) All-Inclusive Move-In Ready Smart Home Technology Premium Wifi & Television Ollie apartments come fully Ollie’s smart home technology All Ollie units come equipped with furnished with high end includes smart TVs and high-speed wifi and premium and transformable residents enjoysystems, exclusive thermostats to RFID-enabled locks television programming. discounts to Ollie Provisions Co. and Bluetooth compatible lighting design packages. and sound. Community Manager Social Club Membership In-Building Amenities Affordable Living Residents enjoy social mixers, Ollie residents have invitatio Take advantage of in-building All inclusive living at a discount to guest lectures, weekend brunch to unique ns amenity spaces that range from other conventional apartments and sunset yoga curated by a experiences, voluntee rooftops, pools, state of the art dedicated community manager. opportunities, only hot spotsday and great rperks fitness centers Signature Tapwell trips, complimentary like member beverages and cafés, and Co-working lounges. exclusive discounts to s- events. © 2020 Ollie Confidential. Not for distribution. 5
ATTACHMENT 4 ZAB 07-23-2020 Page 6 of 22 Corporate oversight Platform designed to support the development, lease-up, and management of institutional multifamily properties with offices in NY, LA and SF. TECHNICAL SERVICES TEAM OPERATIONS TEAM Director of Technical Services VP of Operations and Experience Associate Director of Project Development Director of Product Development and Operations Associate Director of Technical Design Regional Portfolio Manager (TBH) Director of Facilities (TBH) Director of Leasing Community (TBH) Engagement © 2020 Ollie Confidential. Not for distribution. 6
ATTACHMENT 4 ZAB 07-23-2020 Page 7 of 22 Property Organizational Chart GENERAL MANAGER ASST GENERAL MANAGER MAINTENANCE COMMUNITY LEASING MANAGER MANAGER ENGAGEMENT MANAGER MAINTENANCE LEASING TECHNICIAN(S) CONSULTANT(S) CONCIERGE PORTER / CLEANER © 2020 Ollie Confidential. Not for distribution. 7
ATTACHMENT 4 ZAB 07-23-2020 Page 8 of 22 Leasing and Maintenance staff GENERAL MANAGER Our General Manager is responsible for the overall operations of the property, resident experience, financial goals management and execution. They are charged with onsite team development, risk management and assisting with multifamily marketing initiatives. ASSISTANT GENERAL MANAGER Our Assistant General Manager provides support to the General Manager in the administration and oversight of the property, the staff, and the resident experience. The Assistant General Manager is cross trained on all General Manager functions and acts in the capacity of the General Manager in their absence. LEASING MANAGER The Leasing Manager leads the onsite execution of marketing, leasing and pre-leasing of all rental units while guiding and developing the leasing team. LEASING CONSULTANT Performs all activities surrounding leasing, new move-ins and lease renewals. Interacts directly with prospective and current residents to achieve maximum occupancy. Generates and handles traffic, leasing apartments, qualifying prospects, preparing lease documentation and completing move-ins. MAINTENANCE MANAGER Along with overseeing all maintenance and general asset preservation activities at the property, the Maintenance Manager is responsible for guiding and developing the maintenance team and for providing the outstanding level of service to the residents. MAINTENANCE TECHNICIAN Performs problem diagnosis and repairs of HVAC, electrical, plumbing, carpentry, dry wall, exterior structural and appliance maintenance, while maintaining stellar customer service and quality assurance standards. PORTER Responsible for the overall cleanliness and aesthetic of all amenity areas, common corridors, and small groundskeeper projects in ensuring a superior interior and exterior image. © 2020 Ollie Confidential. Not for distribution. 8
ATTACHMENT 4 ZAB 07-23-2020 Page 9 of 22 COMMUNITY ENGAGEMENT staff COMMUNITY ENGAGEMENT MANAGER The Community Engagement Manager is the face of Ollie and the main driver of the customer experience in our buildings. The responsibilities of this role include the planning and execution of Ollie Social programming, conducting resident onboarding, offboarding, and in-person orientations. CONCIERGE Our Concierge is the face of our communities, bringing people together and connecting people to their apartment homes while playing a vital role in assisting with creating customer loyalty, leading to resident engagement, satisfaction, and retention. © 2020 Ollie Confidential. Not for distribution. 9
ATTACHMENT 4 ZAB 07-23-2020 Page 10 of 22 TECHNOLOGY OLLIE.CO LEASING SUPPORTED BY TECHNOLOGY BEDVETTER – ROOMMATE MATCHING OLLIE LIVING APP
ATTACHMENT 4 ZAB 07-23-2020 Page 11 of 22 Ollie.co Ollie.co is the first step of the customer journey. The mobile responsive website serves as a lead generation tool for both prospective residents. The site informs users of the product through 360 VR videos and imagery, allowing the prospective resident the opportunity to view available properties, units, and amenity spaces. Providing such an immersive experience enables us to display our properties we manage, driving lead generation and faster lease-up for our property owner partners. © 2020 Ollie Confidential. Not for distribution. 11
ATTACHMENT 4 ZAB 07-23-2020 Page 12 of 22 Leasing supported by technology Ollie supports leasing with a unique combination of on- site personnel, web-based technology and follow-up engagement. TECHNOLOGY The customer journey begins at Ollie.co, where prospects are funneled to the dedicated building website. Our technology stack provides resident prospects with the option to complete a virtual, online lease process. ON-SITE LEASING For in-person inquiries, residents are greeted by the on- site leasing team and Ollie’s Community Manager. Ollie’s VP of Property Operations and Leasing Manager will provide training and support to the leasing team to evaluate prospects by budget, unit-type preference, and tours, directed to micro-units or conventional units accordingly. FOLLOW-UP ENGAGEMENT In-person tours conclude with a warm invitation to meet the Ollie community by participating in an upcoming Ollie event or signing up for a complimentary trial membership to Ollie Social (Social Membership Club), creating opportunities for authentic, community-driven follow-up engagement. © 2020 Ollie Confidential. Not for distribution. 12
ATTACHMENT 4 ZAB 07-23-2020 Page 13 of 22 Bedvetter – roommate matching HOUSEHOLD FORMATION By combining its intelligent matching algorithm with an intuitive interface and geo-targeting capabilities, Bedvetter streamlines the roommate selection and leasing process, putting household compatibility first. Users answer a series of questions that will help determine their compatibility with potential roommates who are seeking a similar housing situation. Users with available rooms or units can also utilize Bedvetter to find replacements tenants for either themselves or their roommates when unexpected life events occur. © 2020 Ollie Confidential. Not for distribution. 13
ATTACHMENT 4 ZAB 07-23-2020 Page 14 of 22 Ollie living app LIFESTYLE MANAGEMENT The Ollie Living app houses the integration of multiple 3rd party and in-house applications into an elegant and easy to use resident portal. The app operates on top of a proprietary middleware platform that communicates with an array of different 3rd party tools such as property management, packages, housekeeping, payment, social and more. Home Activity Feed Housekeeping Services Payments Building Information Management © 2020 Ollie Confidential. Not for distribution. 14
ATTACHMENT 4 ZAB 07-23-2020 Page 15 of 22 Resident facing middleware Property Management Rent Payment Resident Services Accounting, Leasing,Operations, Credit Card, Debit Card,ACH, Package Tracking, Maintenance Requests, Maintenance, Forecasting Reporting Amenity Space Reservations Community Engagement • Events Calendar • Event RSVP • Guest Fees • Co-Spaces Ollie Living App Ollie Residents © 2020 Ollie Confidential. Not for distribution. 15
ATTACHMENT 4 ZAB 07-23-2020 Page 16 of 22 QUESTIONS AND ANSWERS
ATTACHMENT 4 ZAB 07-23-2020 Page 17 of 22 QUESTIONS AND ANWERS (leases) Question Answer What will be the standard lease term? Ollie will be targeting 12-month lease terms. Do roommates review applications before selection? No. Ollie’s management team is the only one who reviews and approves resident applications per the local and state laws and regulations. However, the residents will approve who they will be living with before forming a household and executing the lease. They will be given opportunities to meet one another at our roommate matching parties or on our roommate matching website, Bedvetter. Our management team will direct residents interested in the property to our Bedvetter site, where the resident can sign up, answer questions about their lifestyle, connect with other residents who are interested in living at the property, and have access to message them directly with any questions. The residents have full discretion and the option to include as much or as little information they want on the Bedvetter site. Will Ollie have a noise clause in their lease that clearly states all Yes tenants will have the Right to Quiet Enjoyment? Does Ollie have a clause in their lease that states how many visitors The property will comply with building code occupancy requirements will be allowed in each unit or bedroom? and will be reflected in the lease form. Do you have a minimum length for a lease? No, we will offer lease terms in line with local zoning and rental laws require and will be targeting 12-month lease terms. © 2020 Ollie Confidential. Not for distribution. 17
ATTACHMENT 4 ZAB 07-23-2020 Page 18 of 22 QUESTIONS AND ANWERS (Tenants) Question Answer What are the steps to onboarding a new tenant? 1) Residents know one another, meet at our roommate matching parties or through Bedvetter. 2) Residents agree on living together and want to form a household. 3) Residents submit a lead card by filling out one of the forms on ollie.co. 4) Ollie's leasing consultant responds to the lead asking to schedule a tour (or virtual tour, right now). 5) A tour is conducted, at which time the lead becomes a prospect. 6) If the prospects want to move forward, an application is started for each roommate. 7) If the applications are approved, a lease is generated and sent to the prospects to sign. 8) The prospects sign the lease, which is then countersigned by Ollie, and a move in date is solidified. 9) The CEM onboards the new residents for platforms that support Ollie services like Ollie Social admin and Ollie Living admin. 10) The Community Engagement Manager ("CEM") sends a welcome email to the new residents that details important pre-move in information (about cable and WiFi, electricity setup, etc.), and a prompt to download the Ollie Living App ("OLA"), where the residents complete the onboarding process by learning more about Ollie's services and scheduling an in-person orientation with the CEM on a date that's convenient for them (on their move-in date or sometime thereafter). 11) On the resident's move-in date, we ask that they arrive between a certain timeframe, give instructions on where they and their movers should park, and ask for a valid ID before issuing keys/fobs. 12) Onboarding complete. 13) Move-in inspection is conducted (i.e. documenting the condition of the unit/bedroom, familiarizing residents with how to use the in-unit technology, maximize efficiency of appliances, how to dispose of trash/recycling. © 2020 Ollie Confidential. Not for distribution. 18
ATTACHMENT 4 ZAB 07-23-2020 Page 19 of 22 QUESTIONS AND ANWERS (management) Question Answer Will the property have an onsite manager? Yes Do you have any experience with mixed verses same sex floors? We operate properties that fall under multifamily zoning and code requirements. Therefore our properties are a mix of sex on all floors. All our properties are open to the general public to lease and everyone in the community who legally qualify per local rental standards. What is the process for reporting/requesting a maintenance requests? In-unit and/or in-building maintenance requests are handled by residents submitting work orders through the Ollie Living App ("OLA"); they're processed through the property management system, and then closed once the work order is completed. It's also important to note that while most residents will utilize technology to report a typical maintenance issue, residents may reach out by phone as well. Emergency maintenance requests are encouraged to be reported by phone. How does Ollie handle trash collection (How does it get from the unit Ollie will have designated door pick-up days for trash/recyclable pick- to the trash/recycling bins)? up outside the resident's unit, where one of our staff members will pick up every night and put into the main trash/recycle bins on the ground floor. Our staff will also put the filled trash/recycle bins to the curb once a week for the waste management company to collect and then return the empty trash/recycle bins back to the designated area on the ground floor of the building. © 2020 Ollie Confidential. Not for distribution. 19
ATTACHMENT 4 ZAB 07-23-2020 Page 20 of 22 QUESTIONS AND ANWERS (management) Question Answer What is the process for reporting a problem? Problems are typically handled by residents emailing or speaking with the General Manager ("GM") or CEM, who handles the problem with support from Ollie's Hub team. How does Ollie manage noise complaints from neighbors? First, we encourage residents to speak to one another as a first step to allow the opportunity for neighbors to discuss this with one another. If that doesn't solve the issue and the situation is brought to our attention, we would first gather details from the resident with the complaint, asking them to document their concerns in writing- listing as much detail in terms of dates, times, type of noise, etc. We do this to ensure that we have a chain of written evidence of the complaint in case we need to start eviction proceedings against the neighbor. Prior to making an accusation of another resident we would try to investigate the concerns in an effort to validate and confirm that the conditions that the complaining resident made are accurate. © 2020 Ollie Confidential. Not for distribution. 20
ATTACHMENT 4 ZAB 07-23-2020 Page 21 of 22 QUESTIONS AND ANWERS (amenities) Question Answer Are the roommate matching parties different than Ollie Social events? Yes, roommate matching parties occur before or during lease-up of an asset so that potential roommates can meet one another in a public space. Ollie Social events are for Ollie residents to attend that is a part of their rent. What do you feel tenants most want? Community? Cheap rent? Our mission is to humanize housing by providing our residents with the Amenities? Modern environment? 4 C’s (Cost Savings, Convenience, Comfort and Community). We believe residents want to live in a building that provides more affordable rent, convenient amenity services, and comfortable accommodations, and a management company that creates community through monthly social events. How are community events/social programs organized? Our Ollie Social Events are specially curated based on the psychographics, demographics of our residents in the building as well as the residents living in the neighborhood around the building. These events are curated by our local Community Engagement Manager and Head of Community Engagement in our Hub office. Should extra storage space/lockers be offered? Given the amount of packages and shipping that is done in modern living, we suggest that there is some sort of package delivery and storage system, depending on the space availability at the property. This isn’t a requirement by Ollie and depends on what the developer/owner can provide per legal code. For resident storage, the resident that lives with us typically doesn’t have a lot of household goods and the need for additional onsite storage is minimal, we do suggest however having some sort of bike storage if space allows. © 2020 Ollie Confidential. Not for distribution. 21
ATTACHMENT 4 ZAB 07-23-2020 Page 22 of 22 THANK YOU Raul Alcaraz l Director of Real Estate Partnerships Direct: (925) 596-3142 | Email: raul@ollie.co 2030 Franklin Street Suite 202 San Francisco, CA 94109 o ll i e . co © 2020 Ollie Confidential. Not for distribution. 14
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