Association Management Services Request

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:

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: