Dear Loreto Bay Homeowner: Greetings and congratulations on the acceptance of your Loreto Bay home. As the Managers of the Loreto Bay Master Condominium Regime (homeowners association) and the Property Management and Discover Loreto Program, we would like to be the first to welcome you and make sure you have the necessary orientation information to make your future stays here as comfortable as possible. We understand every homeowner is a part of the Master Condominium Regime but not necessarily signed up for Property Management or for the short term or long term rental program through Discover Loreto Program. We encourage you to read this material carefully, however, because it explains your responsibilities and those of our departments. Please pay especially close attention to the When Planning on Visiting page. We also take this opportunity to request some information from you so we can take the appropriate steps for your specific home. The following page provides you with a list of items we need and instructions on how to send it to us. If after reading the orientation materials you still have questions, please do not hesitate to email them to us or ask to set up a time to discuss these items while you are here. We realize the acceptance of a new home can be a very busy time and want to make it as convenient as possible for you. Once again, welcome to your new home. Sincerely, Master Condominium Regime andreaa@loretobay.com Rodolfo Guerrero Property Management & Discover Loreto Program rodolfog@loretobay.com
PLEASE SIGN acknowledging receipt of the Loreto Bay Orientation packet Name: Lot #: Signature: Date: SEND along with the requested items below in one of the following ways: Option 1 - Scan and email all documents to Gabriela Crespo, Condominium Regime Manager, at gabrielac@loretobay.com. Gabriela will distribute the documents to the necessary team members. Option 2 Fax all items to Rebecca J. Rorabough, Homeowner Services Administrator, in Scottsdale at 928-752-6745. Rebecca will then distribute the documents to the necessary team members. Option 3 Deliver the documents to Gabriela Crespo at the Condominium Regime Office, #350 on the main Paseo, while visiting for your inspection/acceptance. NOTE: If you need to meet with either THE Condominium Regime or Property Management while in Loreto, please email us ahead of time so we can make sure we are available to answer any questions or concerns you may have. REQUESTED ITEMS: 1. THIS SHEET, signed and dated. 2. CREDIT CARD AUTHORIZATION FORM included on the next page (page 3) in this packet. 3. SECURITY ALARM ACTIVATION CONTACT LIST (page 4) 4. A COPY OF YOUR PASSPORT required for registering all utility services in your name. NOTE: If you are or wish to be in Property Management or Discover Loreto Bay rental program, those departments will make sure they have the contracts on file and contact you personally for any necessary information. Contracts can be downloaded from the homeowner website www.myloretobay.com by going to: mi casa then resources and clicking on the appropriate section. 2
Property Management & Condominium Regime CREDIT CARD PAYMENT AUTHORIZATION Homeowner Name: Lot #: Circle One: American Express Visa Master Card Name on Card: Card Number: Expiration Date: I authorize Loreto Management Partners, S. en C. por A. de C.V. and or Loreto Bay Hotel Partners, S. en C. por A. de C. to automatically charge the credit card shown for my Property Management Funding Request when due and payable. (Note: Choose this option if you are enrolled in Loreto Bay Property Management) I authorize Loreto Condominium Services, S. en C. por A. de C.V. to automatically charge the credit card shown for my Condominium Regime Assessments when due and payable. (Note: Choose this option if you are not enrolled in Loreto Bay Property Management) I understand I will receive an electronic copy of my Property Management Funding Request and Condominium Regime Assessments when applicable. Signature: Date: Please fax this form to (928) 752-6745. No cover sheet is required. You may also mail this form to: Rebecca J. Rorabough Loreto Bay Company 8767 E. Via De Ventura, Suite 275 Scottsdale, AZ 85258 3
Security Alarm Activation Contact List Lot Number: Neighborhood: FN AV Primary Contact Name: Primary Contact Telephone Number: Secondary Contact Name: Secondary Contact Telephone Number: Date: Submitted By: Please Note: If you are in the Property Management program, they will be the primary contact and receive all alerts for your home on your behalf. It is still recommended to fill out this information in its entirety, however. In the event of alarm activation the Primary Contact will be telephoned. If an individual is not reached the Secondary Contact will be telephoned. If an answering machine is reached at either contact, a message will be left to return the call with a return telephone number. No details of the event will be left on an answering machine. One attempt will be made for each contact. Please return this form to: Rebecca J. Rorabough 8767 E. Via De Ventura, Suite 275 Scottsdale, AZ 85258 4
THINGS TO KNOW ABOUT WHEN PLANNING ON VISITING YOUR LORETO BAY HOME As a homeowner, we ask that you notify us as to when you or your guests will be in residence. This may be done by - Calling toll-free 1-866-LBOWNER or by - Emailing ownerreservations@loretobay.com It is extremely important you notify us of your arrival. It is vital to the success and safety of our community so we may plan appropriate security coverage, trash removal and other services during your stay. You and your guests will find keys waiting for you at the Inn at Loreto Bay. This is an added convenience and allows you and your guests to arrive directly at the hotel, check in at the Homeowner Registration desk, and receive luggage assistance for you and your guests to your home. If you are in town during one of the monthly Loreto Bay Events, you are encouraged to attend all activities during the event. Reservations are required since seating is only provided for those anticipated. RSVP and payment forms are included at www.myloretobay.com 5
THINGS TO KNOW ABOUT MASTER CONDOMINIUM REGIME The Master Condominium Regime (CR) is similar to a homeowners association in the United States and Canada. It is registered as its own company, Loreto Condominium Services, S. en C. por A. de C.V. and is responsible for operating the Loreto Bay community. Every home is a part of a Sub-condominium Regime operating under Mexican Law. Some of the services the CR provides: - Security Monitoring - Trash Removal - Design Consistency - Common Area Landscaping and Pest Control - Exterior Building, Door & Window Maintenance - Beach Maintenance - Street and Walkway Maintenance The Master Condominium Regime Rules and Regulations and the Administrative Rules are available on the homeowner website at www.myloretobay.com Exteriors of all homes including the front doors and electronic door locks are considered common areas under the control of the CR. Changes to these areas are not permitted. The Design Review Committee is administered by the CR and makes decisions with respect to viewing towers, patios and other areas, and any furnishing or improvement that can be seen from a spot six feet above ground level. We will assist you in submitting your application if requested and additional information, including fees, is available through the CR. The CR provides electronic card keys for homes but keeps no hard keys. - All main entryway doors re-lock automatically shortly after you insert the card. - All interior doors remain unlocked after inserting the card key. Insert the card key a second time to lock the door. You will be charged your first assessment from the CR the first month following the acceptance of your home. If you are in Property Management (PM), the CR bills them and payment shows up on your PM summary. If you are not enrolled in PM, we will charge your credit card directly using the authorization form provided. - Currently, monthly charges will be $66.50 ($50 partial assessment and $16.50 electronic security monitoring charge). - A one time $120 charge will be assessed the first month for fees charged to CR for setting up your water and electricity accounts. The CR provides security for completed homes 24 hours a day, 7 days a week for completed homes. If you are in PM, they are your designated contact for any alarm activation. If not in PM, you will be asked to designate a primary and secondary contact. You can stop by office #349 to set a password for your alarm system and activation instructions. You are responsible for obtaining and paying all property taxes and utility bills related to your property if you are not in PM. The CR does not provide such services 6
THINGS TO KNOW ABOUT PROPERTY MANAGEMENT (WHETHER YOU ARE ENROLLED OR NOT!) Property Management (PM), a division of Loreto Bay Hotel Partners, S. en C. por A. de C.V. manages administrative duties and coordinates property repairs, maintenance and other services for your Loreto Bay home at the owners direction and expense. This is an optional, but valuable program for Loreto Bay Homeowners available for an additional monthly fee. Some of the services PM provides: - Bill Paying (including but not limited to Electricity, Water, Landscaping, Property Taxes and Condominium Regime) - Interior Pest Control - Interior Plant Maintenance - Interior Fountain & Water Feature Maintenance - HAVC Service - Monthly Home Inspections - Warranty Repair Representation - Grocery Orders and Delivery PM operates on quarterly Funding Requests. An explanation of estimated funds needed will be provided on a quarterly basis and be pro-rated for the first period depending on when your home is accepted. Payment will be made in advance to fund your PM expenses. As a part of bill paying services, property taxes will be paid on your behalf if you are in PM. If you are not in PM, taxes must be paid directly at the locale offices of the tax authorities. Please be aware of the need to pay your property taxes on time to avoid steep interest penalties! As a part of bill paying services, electricity will be paid on your behalf if you are in PM. If you are not in PM, you are responsible for making sure your bills are paid on time to prevent any interruptions in your electricity. Often, you will not even receive a bill and therefore encourage homeowners to monitor their account online at www.cfe.gob.mx/en If you are not planning on living in Loreto Bay full time, the support of PM is invaluable. If you would like a more detailed explanation of the services they provide, please email them at propertymanagement@loretobay.com with any questions or request a time to meet with them on your next visit. The Property Management agreement and a list of Frequently Asked Questions and their responses can be found online at www.myloretobay.com, by going into mi casa and then click on resources.
THINGS TO KNOW ABOUT DISCOVER LORETO BAY (WHETHER YOU ARE ENROLLED OR NOT!) Discover Loreto Bay (DLB), along with Property Management (PM), is a division of Loreto Bay Hotel Partners, S. en C. por A. de C.V. and operates the short and long term rentals for the Villages of Loreto Bay. Homes in the DLB program are automatically enrolled in PM. Additional fees and commissions apply based on the terms of the rental. Short term rentals are classified as homes rented for less than thirty days. Long term rentals are homes rented for more than thirty days and up to a year. The Discover Loreto Bay agreement and a list of Frequently Asked Questions and their responses can be found online at www.myloretobay.com, by going into mi casa and then click on resources. 8
THINGS TO KNOW ABOUT TO MAKE YOUR TIME AT LORETO BAY EVEN MORE ENJOYABLE Your Loreto Bay home has a one-year warranty from the date of your Certificate of Substantial Performance was issued for your home. Please check your construction contract to verify the commencement date of your warranty. If you are in Property Management, all warranty requests and follow up will be handled by their department. If you are not in Property Management, a warranty request can be completed online at www.myloretobay.com or done in person at the Homeowner Care Center (#302 on the main Paseo). Please make sure you contact Road 9 to discuss your television/video, internet and telephone needs. They will also explain your electronic security monitoring system. Road 9 is the exclusive provider of these services to the Loreto Bay community. Please note that satellite television services are not permitted. Medjet Medical Evacuation Insurance is paid for by Loreto Bay for the first year after you accept your home. Please call to confirm your participation with Medjet at 1-877- 9MEDJET or 1-800-5ASSIST. As a part of our sustainability efforts, the Loreto Bay community participates in a trash recycling program. Different colored trash bins located in each courtyard display which items may be deposited in each one. If you have any questions please contact us upon your arrival. IN CASE OF EMERGENCY Attached is a list of emergency contact numbers. We encourage you to place the list in an accessible place at all times in your Loreto Bay Home. It is recommended you always contact the hotel first in any emergency situation. 9
The Villages of Loreto Bay Emergency Contact Numbers Homeowners and guests can call the hotel at anytime, day or night, to report an emergency or incident where security needs to be dispatched. Please make sure it is a situation where security must be informed, and know we are always here to meet your communication needs in case of an emergency. ROAD 9 Extension to Hotel Inn at Loreto Bay Direct Line From any Road 9 Phone Dial: 40682 Telephone: (613) 133 0010 *To dial for a Loreto town number or long distance call first dial 9 Our internal channel HOA News is up and running. Announcing current events, news, weather, The Inn @ Loreto Bay s activities, general information & more. Tune up channel 7! In case of an emergency, you may also dial 066 (It works like 911 in the United States and Canada) Loreto Police Telephone: (613) 135 0035 Loreto Fire Department Telephone: (613) 135 1566 Ambulance Telephone: (613) 135 0035 or (613) 135 1111 ISSTE Clinic (Open 24 Hours) Telephone: (613) 135 0730 Homeowners are also welcome to call the following Loreto Bay offices during regular business hours: Condominium Regime Mision de Loreto # 350 Loreto Bay - Nopolo (613) 134 0200 Ext. 40641 condominiumregimes@loretobay.com Property Management Mision de Loreto # 349 Loreto Bay - Nopolo (613) 134 0200 Ext. 40670 Propertymanagement@loretobay.com Discover Loreto Bay Mision de Loreto #349 Loreto Bay Nopolo (613) 134 0200 Ext. 40634 discoverloretobay@loretobay.com Loreto Bay Custom Homes Mision de Loreto #50 Loreto Bay Nopolo (613) 134 0200 Ext. 10050 customhomes@loretobay.com 10