Please complete this form so that a bid for management services can be prepared specifically for your association.
* Required
Association Name*
Your Name*
Your position on board*PresidentVice PresidentTreasurerSecretaryBoard MemberOther
Address
City
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Zip
Home Phone
Work Phone:
Email Address*
How did you hear about us
Current management company
Reason for bidding
Number of homes in your community
Type of associationCondominiumTownhomeSingle-Family
Year built
Amenities
Meetings per year
How many board members
Committees
Fiscal year endJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
Accountant / Auditor
Financial issues
Annual meeting monthJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
Reserves
Pending litigation
Attorney for association
Collection issues
Any major projects
Insurance company
Insurance expires
Any onsite staff? How many and position
Landscape Maintenance Vendor
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