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Complete and submit this form to receive a Management Proposal.
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| Name of Caller: | * |
| Telephone Numbers:: | * |
ASSOCIATION INFORMATION
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| 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
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| 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
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| What are you hoping to achieve by the change?: | |
| What are you looking for in management?: | |
SELECTION PROCESS
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| 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?: | |
| To prevent automated SPAM, please enter 99XE to submit your form (case sensitive): | * |
* indicates required field
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