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Management Proposal Request
In order to ensure we provide with the most comprehensive management package, we’d like to know a little more about your association. Please complete the information requested below, if you don’t know all of the answers, it’s not a problem, please complete what you do know and we can add the rest later.


Association Name:
Your Name:
Position on Board:
Phone:
Email:
Best Way to Contact You:
Community Address:
How did you hear about us?:
Current Management Company:
Reason for Bidding/Seeking Alternative:
Number of Homes in Community:
Type of Association:
Year Built:
Amenities:
Number of Meetings Per Year:
Number of Board Members:
List Committees:
Fiscal Year End:
Accounting / Auditor Name:
Financial Issues?:
Annual Meeting Month:
Do you have reserves?:
Have you conducted a reserve analysis recently?:
Is there any pending litigation?:
Attorney for Association:
Collections Issues?:
Any major projects pending?:
Insurance Company:
Insurance Expires:
Any onsite staff?:
How Many / Position:
Lawn Vendor:
Other Vendors:
do you have maps with vendor responsibility outlined?:
Do you have specs for recurring maintenance responsibilities?:
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