Management Proposal Request
Complete and submit this form to receive a Management Proposal.


Name of Caller:*
Telephone Numbers::*
ASSOCIATION INFORMATION
Name of Association:*
No. of Units:*
Location:*
Present Management Services:
Occupancy of Building:*
Gross Monthly Assessment:
Approx. Date Building Completed:
Date First Annual Meeting:
Board of Directors:
Board Meeting Requirements:
Active Committees:*
Other:*
Present Capital Reserves:*
On-Site Management Facilities:
Requirements:
Building Employees (If yes, name of provider):
Professional Agreement (If yes, name of provider) :
Existing Contracts (If yes, name of provider):
Recreation, Amenities, Facilities (If yes, name of provider):
In-house Maintenance (If yes, name of provider):
Building Code Violations:
Law Suits:
Insurance Claims:
Physical Problems - immediate:
Physical Problems - deferred :
Physical Condition of Common Areas:
ADDITIONAL INFORMATION
When can we meet with you on the property?:
Who is your association’s attorney?:
Are you involved in any lawsuits?:
Who is the association’s auditor?:
Who is the association’s insurance agent?:
Where can we obtain a copy of the following::
REASONS FOR CHANGE
What are you hoping to achieve by the change?:
What are you looking for in management?:
SELECTION PROCESS
Where did you get our name?:
What other companies are being invited to bid?:
What is the decision-making process?:
What is the decision-making process?:
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