CONSOLIDATED ANTHEM PLANNED UNIT DEVELOPMENT FEES & CHARGES
VALID THRU DECEMBER 31, 2018
| Components of Assessments
Assessments are Invoiced Quarterly in Advance and are Due and Payable on Jan 01, April 01, July 01 and Oct 01 each Year |
Monthly ACH | Quarterly |
| Anthem Country Club Community Association, Inc. (ACCCA) | ||||
| Assessments Payable to the ACCCA (HOA) | 89.00 | 267.00 | ||
| Assessments Payable to the Anthem Council | 68.50 | 205.50 | ||
| TOTAL COMBINED ASSESSMENT | $ 157.50 | $ 472.50 | ||
| Additional FeesRequired to be Paid to theAGCC –Anthem Golf & Country Club (Club Corp) a Third-Party Unaffiliated Entity Which Owns and Manages the Golf Courses and Amenities Located Within the ACCCA (HOA) Property. Contact Jenn Ause at 623-742-6245 or Agccstmt@OurClub.com | (Billed Monthly and Directly by the AGCC) | Currently
$211.00
|
||
| Anthem Parkside Community Association, Inc. (APCA) | ||||
| Assessments Payable to the APCA (HOA) | 16.15 | 48.45 | ||
| Assessments Payable to the Anthem Council ACC | 68.50 | 205.50 | ||
| TOTAL COMBINED ASSESSMENT | $ 84.65 | $ 253.95 | ||
| Anthem Parkside Community Association, Inc. (APCA) LANDINGS NEIGHBORHOOD | ||||
| Assessments Payable to the APCA (HOA) | 16.15 | 48.45 | ||
| Assessments Payable to the APCA LANDINGS | (Benefitted) | 19.80 | 59.40 | |
| Assessments Payable to the Anthem Council ACC | 68.50 | 205.50 | ||
| TOTAL COMBINED ASSESSMENT | $104.45 | $ 313.35 | ||
| Anthem Parkside Community Association, Inc. (APCA)
PASEO NEIGHBORHOOD |
||||
| Assessments Payable to the APCA (HOA) | 16.15 | 48.45 | ||
| Assessments Payable to Paseo ACC | (Benefitted) | 39.50 | 118.50 | |
| Assessments Payable to the Anthem Council ACC | 68.50 | 205.50 | ||
| TOTAL COMBINED ASSESSMENT | $124.15 | $ 372.45 | ||
| Village at Anthem Condominium Council of Co-Owners (VILL) | ||||
| Assessments Payable to the VILL (HOA) | 258.60 | 775.80 | ||
| Assessments Payable to the Anthem Council ACC | 46.50 | 139.50 | ||
| TOTAL COMBINED ASSESSMENT | $305.10 | $ 915.30 | ||
CONTACT INFORMATION FOR ANTHEM COMMUNITIES
VALID THRU DECEMBER 31, 2018
Anthem Community Council, Inc. Anthem Country Club Community Association, Inc.
[ MASTER ENTITY ] [ Homeowners Association – HOA ]
3701 W. Anthem Way # 201 3701 W. Anthem Way # 201
Anthem, AZ 85086 Anthem, AZ 85086
623-742-6050 [P] 623-742-4530 [P]
623-742-6170 [F] 623-742-6170 [F]
Anthem Parkside Community Association, Inc.
[ Homeowners Association – HOA ]
3701 W. Anthem Way # 201
Anthem, AZ 85086
623-742-4563 [P]
623-742-6170 [F]
SELF MANAGED
Associated Asset Management (AAM) Associated Asset Management (AAM)
1600 E. Broadway Road Suite 200 1600 E. Broadway Road Suite 200
Tempe, AZ 85282 Tempe, AZ 85282
Ms. Jenna Kohl, CEO Ms. Margaret Troyer, Community Manager
623-742-6050 [P] 623-742-4561 [P]
JKohl@AnthemCouncil.com MTroyer@AssociatedAsset.com
Ms. MaryBeth Zahn, Community Manager
623-742-6004 [P]
Doug Greenstein, CFO Ms. Heidi Hewitt, Exec Assistant
623-742-4556 [P] 623-742-6030 [P]
DGreenstein@AnthemCouncil.com HHewitt@AssociatedAsset.com
Ms. Veronica Carlton, Administrator
623-742-4562 [P]
Community Center Information Gate Transponders – Ms.Sherry Wilton
623-879-3011 [P] 623-742-4533 [P]
SWilton@AssociatedAsset.com
Gate Transponders – Landings Community
623-742-4562 [P]
Village at Anthem Condominiums Anthem Golf &Country Club.
[ Condominium Association – COA ] [ Third Party Unaffiliated Operator ]
3701 W. Anthem Way # 201 2780 W. Anthem Club Drive
Anthem, AZ 85086 Anthem, AZ 85086
623-742-6245 [P]
623-742-6226 [P]
Associated Asset Mgmnt (AAM)
1600 E. Broadway Road # 200
Tempe, AZ 85282
Dwight Reid, Mgr. Ms. Jennifer Ause, Office Manager
602-216-7514 623-742-6245 [P]
DReid@AssociatedAsset.com AGCCSTMT@OurClub.com
Steve Holmgren, Groundskeeper
480-372-6678 [P]
FEES PAYABLE UPON CLOSE OF ESCROW –VALID THRU DEC 31, 2018
Community Enhancement Fee (Residential) Calculation: 1/4 of 1% of Gross Selling Price of Residential Property
This fee is payable to the Anthem Community Council upon close of escrow, collected by the TITLE Company.
Prepaid Assessments Calculation: One Calendar Quarter of Assessments
The Anthem Community collects one full quarter of advance assessments from the buyer’s account at time of close of escrow. This prepaid amount is independent of whatever allocation is made between buyer and seller for the then-current calendar quarter fees.
Resale Disclosure Fees Calculation: $365.00 flat fee
The Anthem Community Council charges a flat $365.00 fee for the preparation of Resale Disclosure documents, including a standardized PUD Questionnaire and other related documents. Updates to the Resale Document are $25.00 each. Rush charges are $25.00. These fees are collected by the TITLE Company at close of escrow. This fee covers both the Master and Sub-Association.
PUD Questionnaire (ONLY) Calculation: $75.00 flat fee
The Anthem Community charges a flat $75.00 fee for the preparation of a PUD Questionnaire (only) as requested by any interested party. This fee is NOT charged if a full Resale Disclosure Package is ordered. This fee covers both the Master and Sub-Association.
Setup Fee (Village at Anthem ONLY) Calculation: $30.00 flat fee
For property transitions in the Village at Anthem (ONLY), there is a $30.00 setup fee payable by the buyer for establishing the account on the books of their managing agent.
Refinance Statements Calculation: $75.00 flat fee
The Anthem Community charges a flat $75.00 fee for the preparation of a Refinance Statement. This are invoiced directly to the current owner’s account with the Anthem Community Council.
RESALE DISCLOSURE PACKAGE –VALID THRU DEC. 31, 2018
Community Enhancement Fee (Non-Residential) Calculation: Sliding Scale based on selling price of property
This fee is payable to the Anthem Community Council upon close of escrow, collected by the TITLE Company.
Resale Disclosure Fees Calculation: $365.00 flat fee
The Anthem Community Council charges a flat $365.00 fee for the preparation of Resale Disclosure documents, including a standardized PUD Questionnaire and other related documents. Updates to the Resale Document are $25.00 each. Rush charges are $25.00. These fees are collected by the TITLE Company at close of escrow. This fee covers both the Master and Sub-Association.
Resale Disclosure Package – Contents
In preparing the Resale Disclosure Package on behalf of the Buyer, Seller and Title Company, the Anthem Council provides email and electronic information to the various parties which includes, but is not limited to:
- Bylaws and Governing Documents of the Sub-Association and Master Entity
- Covenants, Conditions and Restrictions of the Sub-Association and Master Entity
- A Schedule of Fees and Amounts Due and Collectible on the Property at time of Close of Escrow
- A Detailed Planned Unit Development Questionnaire (PUD) Which Responds to Issues and Questions of a Transition of Ownership of a Property. The Anthem Council does NOT provide a customized response document to any Title Company or Financing Organization – We provide only our Standard PUD Questionnaire.
- Information Referencing the Insurances Carried by the Sub-Association and Master Entity
- A Schedule of Any Current or In-Process Legal Proceedings Against the Sub-Association or Master Entity
- Information Containing all Other Legally-Required Information Required to be Provided by Law by the Master Entity or Sub-Association as to the Property; Financial Condition of the Community; Ongoing Assessments; Special Assessments; Funding Held by the Sub-Association or Master Entity for Reserve Fund; Contact Information
- Current Year Operating Fund Budget for the Sub-Association and Master Entity
- Immediately Past Year Audited Financial Statement for the Sub-Association and Master Entity
- Most Recent Reserve Study(ies) for the Sub-Association and Master Entity
- A link to the Anthem Community Website, OnlineAtAnthem.com, which provides all of the above information
The above information is sent as “links” to the underlying documents and is also available ONLINE at the community’s website, www.OnlineAtAnthem.com.
EXPLANATORY NOTES ON FINANCIAL OBLIGATIONS – 2018
- Residential Assessments are due quarterly in advance within the Anthem Community, for the Anthem Community Council (ACC) and its sub-associations: APCA (Parkside); ACCCA (CountryClub); and VILL (Villages at Anthem Condominiums)
- Quarterly Assessments are due on January 01, April 01, July 01 and October 01 of each calendar year, paying in advance
- Assessments are considered LATE if received after the 1st of the month due. Anthem currently provides a grace period through the 15th of the month due or the Friday preceding the 15th if the 15th falls on a weekend. Late fees of $15.00 are assessed to all late payments not received by the ACC at the close of the grace period. Additional collection costs accrue if the assessment obligations remain outstanding beyond the grace period.
- The ability to pay assessments on a monthly basis is ONLY provided if the property owner signs up for the ACC’s “Direct Deposit ACH Program”. There is no authorized “create your own” monthly payment program – only the ACH program.
- Assessments or any other charges outstanding beyond 30 days after due date are subject to a $30.00 collections letter fee. Assessments or any other charges outstanding beyond 60 days after due date are subject to a $45.00 collections letter fee.Assessments or any other charges outstanding beyond 75 days after due date are subject to a $50.00 collections letter fee.
Subsequent Collection Letters, if issued are subject to a $50.00 collections fee for each letter issued.
- Assessments or any other charges unpaid after 90 days may be handled by a collections attorney and all incurred legal charges are added to the property’s owners account as incurred.
- Payments by check, ECheck or through ACH which are rejected by the bank for insufficient funds incur a $25 “NSF” fee.
- Payments should be made to the lockbox at: Anthem Community Council PO BOX 65464 Phoenix, AZ 85082-5464
All payments should be accompanied by the payment coupon which is either mailed or emailed to owners of record.
HOW REALTORS AND TITLE COMPANIES CAN OBTAIN RESALE PACKAGES – 2018
- Parties interested in ordering either Refinancing Packages, PUD Questionnaires, or Resale Disclosure Packages should first visit the Anthem Website at OnlineAtAnthem.com
- On the main page of the community website, select the button labeled: “Disclosure and Title Requests”
- Read the instructions on the next web page that appears and fill in the electronic form to order the information desired.
- Please note that the Anthem Community Council does not take orders for Resale or Refinancing packages by telephone or by email. Please use our website for all new orders for packages as well as for updates to existing packages.
SPECIFICALLY FOR RESALES WITHIN THE ANTHEM COUNTRY CLUB HOA – 2018
- Under Anthem’s governing documents, property owners within the ACCCA (Anthem Country Club Community Association) are obligated to also be Social Members of the Anthem Golf and Country Club (AGCC), a third-party, privately owned company that owns and manages the Golf Courses and Amenities which are physically located within the property of the ACCCA HOA. When a property transitions, Title Companies and Realtors should also contact the AGCC for a Resale Document which will identify any charges owed by the Seller, as well as Transfer Fees and Prepaid Dues which are a buyer’s obligation.
ANTHEM “ACH” DIRECT DEBIT PROGRAM FOR PAYING ASSESSMENTS MONTHLY
- The Anthem Community Council offers to property owners the ability to pay their assessments on a monthly basis through its “ACH” Direct Debit Program. This is the ONLY authorized means of paying assessments monthly.
- To obtain an application for ACH Direct Debit, please do the following: (a) Visit the community website at OnlineAtAnthem.com ; (b) Click on the button on the home page titled “Pay & View Assessments” ; (c) download and print out the ACH Application form; (d) fill out and sign the ACH Application form and send it, and a voided check, to us at AR@AnthemCouncil.com
- Owners remain in the ACH until either (a) they elect to discontinue their participation by sending a termination email to AR@AnthemCouncil.com or (b) when an ACH is withdrawn from the owner’s account, the withdrawal fails as a result of insufficient funds in the account. In participation in the ACH program is terminated by either (a) or (b), an owner, once they have brought their account balance current, can then reapply to Anthem to re-join the ACH program.
ANTHEM “OPT-IN” FOR RECEIVING QUARTERLY STATEMENTS VIA EMAIL
- The Anthem Community Council offers to property owners the option to receive their quarterly assessment and balances due statements by either regular US Mail or by email. The ACC strongly encourages receiving documents via email as it removes any potential delivery issues, for which the ACC is NOT RESPONSIBLE for. To participate in the email program, please send an email to Accounting@AnthemCouncil.com and indicate you wish to “OPT-IN” for email delivery. Provide your name, your property address, your telephone number and up to 3 email addresses where the documents can be emailed to.
- Quarterly Assessments are due on January 01, April 01, July 01 and October 01 of each calendar year, paying in advance
- Emailed statements are usually delivered to property owners approximately 45 days prior to due date. Statements mailed via US Postal Service are usually delivered to property owners approximately 30 days prior to the due date.