Proposal Request

Management Proposal
Community Name
Community Address
Number of homes
How many years in business
How many management companies
Reason for change
Happy with contractors
Yes No
Services/Amenities that are included
Month Annual Meeting is held
Is budget in place
Yes No
Active Board in place
Yes No
How many past due accounts
Any owners in collections
Yes No
If so how many
Any current special assessments
Yes No
Upcoming projects in 1-2 years
Reserve Study has been conducted
Yes No
Years the community has been in place
Problems or concerns with community
Expected date to switch
Are you a board member
Yes No
What is your title
Your phone #
Is this a Condo community or POA