Docchecker Frequency Comment R1 Explanation

You are a meticulous Document Checker Analyst with 15 years of experience in HOA regulations. Your role is: * Carefully read the content provided. * Read examples if provided and understand how the response should be sent. * STRICTLY adhere to sending JSON response with format mentioned in examples.

    Expected Response DataType: string

    Only return the value with compatible datatype. If it's an amount, do not send the currency symbol.
    If you don't have any answer, send 'No Data Found' as string.

    Your task is to identify and extract ONLY explicit comments that specify a SINGLE month when HOA dues are first collected or begin in the year. Look specifically for comments that indicate a specific starting month (e.g., "Dues begin in January" or "First payment due in March").

Do NOT extract:

• Regular frequency indicators (like "monthly" or "quarterly")
• Multiple month combinations
• General due dates
• Payment schedules
• Any other assessment-related information

The output should ONLY be a single month name if explicitly stated. If no specific starting month is mentioned, return nothing.

Example of what to extract: "Dues begin in January" ? "January" "First payment starts in March" ? "March"

Example of what NOT to extract: "Monthly dues" ? [no extraction] "Due in January, April, July, October" ? [no extraction] "Quarterly payments" ? [no extraction] "Due on the 1st of each month" ? [no extraction]

    Content: [Begin Transcription]

Closing Checklist February 7, 2025 TO: contactus@rexera.com RE: Important Information

5150 Community Management NKS-A01682

Attached, please find the Expedited Status Letter and Seller Required Disclosure Package you recently requested from 5150 Community Management, LLC which was supplied on behalf of the Association. It is important that you review these documents carefully and follow all instructions.

To ensure a smooth and quick transfer of ownership, please review the items listed below carefully:

1. CLOSING DOCUMENTS -- Please provide a copy of the final settlement statements, a copy of the status letter, as well as a copy of the deed so as to ensure that ownership information and all funds are allocated appropriately.

2. MONTHLY PAYMENTS -- If the Seller has made payment arrangements either through a bill payment service or through Zego, it is the responsibility of the Seller to cancel this transaction.

3. BUYER'S CONTACT INFORMATION -- IN ORDER FOR THE BUYER TO HAVE ACCESS TO THE COMMUNITY PORTAL INCLUDING ACCOUNT INFORMATION AND PERTINENT COMMUNITY UPDATES, IT IS IMPERATIVE THAT THE ATTACHED BUYER'S CONTACT INFORMATION FORM, INCLUDING E-MAIL CONTACT, BE COMPLETED AND RETURNED WITH CLOSING DOCUMENTATION.

Return to: 5150 Community Management 7936 E Arapahoe Ct #1000 Englewood, CO 80112-1372

I acknowledge that I've read the instructions and included all applicable documents.

Thank you in advance for your cooperation! 5150 Community Management

5150 Community Management, LLC • 7936 E Arapahoe Ct #1000 • Englewood, CO 80112-1372 • 720-961-5150 Page 1 [End Transcription] Source: RESALE_CERT_SUB_HOA

Content: No unclear or ambiguous text.

[Begin Transcription] 5150 Community Management

Status Letter and Seller Required Disclosure Package

Condominium: San Francisco West Homeowners Association Inc. Current Owner: Donna Munroe Property Address: 8978 W Dartmouth PI, Lakewood, CO 80227-4525 Purchaser Name: CALEB ERNST, TAYLOR BAKEY Date Prepared: 2/7/25

SATELLITE DISH REMOVAL -- If a satellite dish has been installed for the unit, it is the responsibility of the Seller to remove the dish and restore the property to its original condition. Photographic proof of the removal and repair must be provided to the Association prior to closing.

PRINCIPAL CONTACT

The following information is the principal contact for the Condominium:

Company Name: 5150 Community Management, LLC Contact: Closing Team Address: 7936 E Arapahoe Ct #1000 Englewood, CO 80112-1372 Phone: 720-961-5150 Email: customerservice@condocerts.com

REQUESTER INFORMATION

The following information has been requested by:

Company Name: Rexera Contact: Kay Ding Address: 515 E Main St, #16 Muncie, IN 47305 Phone: (415) 236-2577 Email: contactus@rexera.com

INSURANCE INFORMATION

For information on insurance maintained by the Condominium, please contact:

Carrier: Greenwich Insurance Company Agent: Stailey Insurance Corporation Phone: 303-759-2796 Email: certificates@staileycorp.com

VIOLATION INFORMATION

The Unit does NOT currently have any known or open violations that violate a provision of the governing documents.

5150 Community Management, LLC • 7936 E Arapahoe Ct #1000 • Englewood, CO 80112-1372 • 720-961-5150 Page 1 NKS-A01682 Escrow / File #: 2/4/25 Date Ordered: 2/4/25 Closing Date: 3/5/25

[End Transcription] Source: RESALE_CERT_SUB_HOA

Content: [Begin Transcription] 5150 Community Management

Status Letter and Seller Required Disclosure Package

LITIGATION INFORMATION

The Condominium is NOT currently involved in any pending suit or unsatisfied judgment that could have a material impact on the Condominium.

RESERVE INFORMATION

The following reserve information is accurate as of 12/31/2024: Amount in Reserve Account: $1,199,046.42 Percentage of Overall Value:

NKS-A01682 C

Issued by 5150 Community Management, Valid for 8978 W Dartmouth Pl on 2/4/25.

5150 Community Management, LLC • 7936 E Arapahoe Ct #1000 • Englewood, CO 80112-1372 • 720-961-5150 Page 2 [End Transcription] Source: RESALE_CERT_SUB_HOA

Content: [Begin Transcription] 5150 Community Management

Status Letter and Seller Required Disclosure Package

NKS-A01682

RECURRING ASSESSMENT(S)

Amount of all assessments and any other mandatory fees or charges currently imposed by San Francisco West Homeowners Association Inc.:

Name Description Paid Through Next Due Date Monthly Assessment $243.00 due Monthly on the 1st 1/31/2025 3/1/2025 WATER AND SEWER -- Water and sewer are included in the monthly assessment.

LATE FEES

A late fee of $25.00 is added to the account if it is not paid in full within 15 days of the due date. 8% per annum interest added after delinquent assessment is 30 days past due.

5150 Community Management, LLC • 7936 E Arapahoe Ct #1000 • Englewood, CO 80112-1372 • 720-961-5150 Page 3 [End Transcription] Source: RESALE_CERT_SUB_HOA

Content: No unclear or ambiguous text.

[Begin Transcription] 5150 Community Management Status Letter and Seller Required Disclosure Package NKS-A01682 SCHEDULE OF FEES CHARGED FOR CLOSING STATEMENT Any post-closing fee charged by the common interest community manager, if any, and associated with the purchase, disposition and maintenance of the unit and the use of common elements, and the status of the account: Item Owner's Current Balance as of 2/4/2025 Status Due From Payable To Amount ** Seller has ACH set up. Unless that is cancelled, the February Assessment will be paid on 02/10/25. Please confirm with 5150 Community Management prior to closing. Expedited Status Letter and Seller Required Paid Seller Association $243.00 Seller Management Company $352.00 Expedited Resale Fee Paid Seller Management Company $105.00 Account Setup Fee Pay at Close Buyer Management Company $190.00 Annual Board Meeting Minutes Paid Seller Management Company Incl. Annual Disclosure Paid Seller Management Company Incl. Annual Financials Paid Seller Management Company Incl. Architectural Guidelines Paid Seller Management Company Incl. Articles of Incorporation Paid Seller Management Company Incl. Articles of Organization Paid Seller Management Company Incl. Budget Paid Seller Management Company Incl. Bylaws Paid Seller Management Company Incl. CC&Rs-Condo Declaration Paid Seller Management Company Incl. Current Unaudited Financial Documents Paid Seller Management Company Incl. Executive Meeting Minutes Paid Seller Management Company Incl. Financial Audit Review Paid Seller Management Company Incl. Insurance Policies Paid Seller Management Company Incl. Litigation Paid Seller Management Company Incl. Maps Paid Seller Management Company Incl. Operating Agreement Paid Seller Management Company Incl. Party Wall Agreements Paid Seller Management Company Incl. Regular Meeting Minutes Paid Seller Management Company Incl. Reserve Study Paid Seller Management Company Incl. Responsibility Matrix Paid Seller Management Company Incl. Responsible Governance Policies Paid Seller Management Company Incl. Rules and Regulations Paid Seller Management Company Incl. 5150 Community Management, LLC • 7936 E Arapahoe Ct #1000 • Englewood, CO 80112-1372 • 720-961-5150 Page 4 [End Transcription] Source: RESALE_CERT_SUB_HOA

Content: [Begin Transcription] 5150 Community Management

Status Letter and Seller Required Disclosure Package

Special Assessment Prepaid Assessments Please collect the March and April Assessments at closing.

Working Capital Contribution The Working Capital is a one-time, non-refundable contribution to be paid by the Buyer. The amount due is equal to three times the current monthly dues.

REMIT AT CLOSING

The following is a summary of the amounts due at closing:

Payable to San Francisco West Homeowners Association San Francisco West Homeowners Association Inc. c/o 5150 Community Management, LLC 7936 E Arapahoe Ct #1000 Englewood, CO 80112-1372

Payable to 5150 Community Management, LLC (Management Company) 5150 Community Management, LLC 7936 E Arapahoe Ct #1000 Englewood, CO 80112-1372

ADDITIONAL COMMENTS

** Seller has ACH set up. Unless that is cancelled, the February Assessment will be paid on 02/10/25. Please confirm with 5150 Community Management prior to closing.

5150 Community Management, LLC • 7936 E Arapahoe Ct #1000 • Englewood, CO 80112-1372 • 720-961-5150 Page 5 NKS-A01682

Paid Seller Management Company Incl. Pay at Close Buyer Association $486.00 Pay at Close Buyer Association $729.00 (Association) $1,458.00 $190.00 [End Transcription] Source: RESALE_CERT_SUB_HOA

Content: ```json ⟨ "form_title": null, "fields": [ {{ "field_label": "Owner's Name:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "(As it appears on the deed)", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Property Address:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Mailing Address:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "(if different from Property Address)", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Home Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Work Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Cell Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "E-Mail Address:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "E-Mail Address #2:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "EMERGENCY CONTACT INFORMATION", "field_type": "section", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Name:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Home Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "E-Mail Address:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Relationship:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Cell Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Work Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Work Phone #2:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Cell Phone #2:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "TENANT INFORMATION (if applicable)", "field_type": "section", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Name:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Home Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "E-Mail:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Cell Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩, ⟨ "field_label": "Work Phone:", "field_type": "text", "field_value": null, "is_checked": null, "is_mandatory": false ⟩ ] }}

Source: RESALE_CERT_SUB_HOA

        Please send answer in following JSON format:

            Before answering the question, think step by step and provide a brief rationale for your answer first.

        Provide an exact quote from the context that supports your answer.

        Please provide the response in strict JSON format, containing the 'answer', 'rationale', and 'quote' fields only, as defined by the given schema.

        Example JSON response:
        ⟨ 'answer': 120.0, 'rationale': 'The amount is clearly mentioned in the document.', 'quote': 'The amount due is $120.00.' ⟩

Okay, let's tackle this. The user wants me to find any explicit mention of a single month when HOA dues are first collected. The instructions say to look for phrases like "Dues begin in January" or "First payment due in March" and extract just the month. I need to avoid anything that's about regular payments, multiple months, or general due dates.

Looking through the provided context, there are several sections. The first few transcriptions talk about closing documents, payments, contact info, insurance, violations, and reserves. The recurring assessments section mentions a monthly assessment of $243.00 due on the 1st, paid through 1/31/2025 with the next due date 3/1/2025. But that's about the regular due date, not the starting month.

In the Schedule of Fees, there's a note about the Seller's ACH setup and the February Assessment being paid on 02/10/25 if not canceled. But that's about a specific payment date, not the start month.

Then, in the Special Assessment section under "Prepaid Assessments," it says, "Please collect the March and April Assessments at closing." Wait, that's two months mentioned. The user said not to extract multiple months. So that's out.

Looking further, in the Additional Comments, there's another note about the February Assessment being paid on 02/10/25 if ACH isn't canceled. Again, that's a specific payment date for February, but not stating when the dues begin. The Working Capital Contribution mentions three times the monthly dues, but no month.

No other sections mention a starting month. The key is to find a statement that explicitly says when the dues begin. The examples given were clear, like "Dues begin in January." Here, there's no such statement. The mentions of March and April are about prepaid assessments at closing, not the initial start month. The monthly due dates are about ongoing payments, not the first collection. So, no explicit single starting month is stated.

```json
⟨
  "answer": "No Data Found",
  "rationale": "The context contains multiple references to monthly assessments and specific payment dates (e.g., 'Next Due Date 3/1/2025'), but no explicit statement about a SINGLE month when HOA dues are FIRST collected or begin. The closest reference to a starting point ('Please collect the March and April Assessments at closing') involves multiple months and refers to prepaid assessments rather than initial dues commencement.",
  "quote": "No explicit statement matching the required criteria found in context"
⟩