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]

MZahn@AAMaz.com

 

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]

VCarlton@AssociatedAsset.com

 

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

Jennifer.Ause@ClubCorp.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 1^st of the month due. Anthem currently provides a grace period through the 15^th of the month due or the Friday preceding the 15^th if the 15^th 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.

January 2017 – Phoenix Real Estate Market Statistics

2016 Sales up 7% over 2015

2016 Median Sales Price 7.7% Higher than 2015

Welcome to 2017!

The headlines these days are full of projections and reflections for the Phoenix Metropolitan Area resident real estate market.  All together the Anthem, Desert Hills, Scottsdale and Phoenix real estate markets had a great year!

To complement our monthly measures here are some year-end numbers to reflect on.

2016 MLS Sales – Up 7.0% overall compared to 2015

• 72.9% of sales were under $300,000 (# of sales up 3.4%)

• 19.6% of sales were between $300,000 and $500,000 (# of sales up 20.2%)

•  6.1% of sales were between $500,000 and $1,000,000 (# of sales up 15.4%)

• 1.4% of sales were over $1,000,000 (# of sales up 8.1%)

2016 New Listings – up 4.6% overall compared to 2015

• 65.8% of new listings were under $300,000 (# of new listings up 0.8%)

• 22.0% of new listings were between $300,000 and $500,000 (# of new listings up 13.5%)

• 9.2% of new listings were between $500,000 and $1,000,000 (# of new listings up 13.6%)

• 3.0% of new listings were over $1,000,000 (# of new listings up 5.7%)

2016 Appreciation based on Annual Sales Price per Square Foot – up 5.4% from 2015

• Under $300,000 – up 7.6%

• $300,000 – $500,000 – up 2.0%

• $500,000 – $1,000,000 – Less than 1% change

• Over $1,000,000 – Less than 1% change

It’s been a good news/bad news year for sellers over $500,000.  The good news is that more buyers purchased in the higher price ranges in 2016 than in 2015.  The bad news is the neighbors also noticed increased demand and listed their homes too, increasing the number of new listings on the market simultaneously.  This increased supply, combined with builders getting in on the action over $250,000, created a more competitive and balanced market and put price increases in check.

It’s been good news/bad news for buyers under $300,000.  The good news is their homes have appreciated nicely over the past year.  The bad news, finding move-in ready homes and winning the bid was more stressful and competitive than many expected.  Especially for single family homes under $200,000.  (Yes, they do exist.)

Looking forward in the short term, the market can expect more buyers emerging with improved credit scores as we move farther away in time from the foreclosure and short sale crisis.  Recent announcements regarding FHA loan limit increases and lower mortgage insurance premium fees signify a loosening up in lending that will contribute to more demand for listings under $300,000. Higher interest rates will cause some buyers to purchase smaller homes than they anticipated, putting even more pressure on the market under $300,000; which is already short of supply for existing demand.  With nearly 73% of all sales in this price point, it’s reasonable to expect appreciation to continue to be positive for the Phoenix Metropolitan, Anthem, Desert Hills, Scottsdale and Phoenix real estate marketsoverall.

If you’re interested in purchasing or selling a home you can start by Contacting Us directly or start searching for your new home here –  Anthem, Desert Hills, New River, Phoenix, Mesa, Scottsdale, Tempe, Glendale or Surprise.