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Request For Proposal


Please complete the following form so that a bid for management services can be prepared specifically for your association.

Full legal name of your association:
Your name:
Your position on board of directors
Address:
City
State:
Zip code:
Home phone:
Work phone:
Email address:
   
How did you hear about us?
Who is your current management company:
OR is your association self-managed:
 
Current association issues and/or reason for bidding?
 
Number of homes in your community:
Type of Association:
Year built:
Amenities:
How many board meetings per year:
How many board members:
Committees:
Fiscal year end:
Accountant/auditor:
Financial issues:
Annual meeting month:
Reserves:
Any pending litigation:
Attorney for association:
Collection issues:
Any major projects:
Insurance company:
Insurance expires:
Any onsite staff? / position & how many:
Lawn / snow vendor:
 

 

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