HOA or Condo Association Management Proposal
ASSOCIATION NAME : *
YOUR NAME : *
ADDRESS :
CITY :
STATE :
ZIP :
PHONE :
EMAIL ADDRESS : *
ARE YOU SELF-MANAGED :
IF YOU HAVE A MANAGEMENT COMPANY, WHO IS THE CURRENT COMPANY? :
REASON FOR REQUESTING A BID? :
NUMBER OF HOMES IN ASSOCIATION COMMUNITY? :
ASSOCIATION BUILT IN WHAT YEAR? :
BOARD MEETINGS PER YEAR? :
MINUTES ARE COMPLETED BY ASSOCIATION OR
MANAGEMENT COMPANY? :
ACCOUNTANT OR AUDITOR NAME? :
FINANCIAL ISSUES? :
RESERVE STUDY COMPLETED?:
PENDING LITIGATION? :
COLLECTION ISSUES? :
ANY PLANNED MAJOR PROJECTS? :
ANY ONSITE STAFF?
HOW MANY AND POSITION? :
HOW OFTEN ARE ASSESSMENTS SENT OUT :
ACH SETUP :
Yes  No
BOARD APPROVAL OF INVOICES? WHAT IS THE PROCESS
FOR APPROVING EXPENDITURES? :