Proposal Form
Please complete this form so that a bid for management services can be prepared specifically for your application.
Request for Proposal
Full legal name of your property:
*
Your name:
*
Your position on Board of Directors:
President
Vice President
Treasurer
Secretary
Board Member
Other
Address:
*
City:
*
State:
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
Washington, D.C.
West Virginia
Wisconsin
Wyoming
Zip Code:
*
Home Phone:
Work Phone:
Email Address:
*
How did you hear about us?
Your current Management Company:
OR is your property self-managed:
Current Property issues
and/or reason for bidding?
Number of homes in your community:
Year built:
Amenities:
How many board meeting per year:
How many board members:
Committees:
Fiscal year end:
January
February
March
April
May
June
July
August
September
October
November
December
Accountant/Auditor:
Financial issues:
Annual meeting month:
January
February
March
April
May
June
July
August
September
October
November
December
Reserves:
Any pending litigation:
Attorney for property:
Collection issues:
Any major projects:
Insurance company:
Insurance expires:
Any onsite staff? /
Position & how many:
Lawn / snow vendor: