Proposal Detailed Form

You can complete the Request Proposal form and we will give you a call to discuss your association or you can complete this form to provide us the detailed information needed to offer you a proposal.

* Indicates required field

Association Legal Name *

Number of Units *

Year Built *

Type of Community *

Frequency of Meetings *

Property Inspections *

Average # of attendees at meetings *

Time of day meetings are held *

Estimated date you will need management services *

Is your building a high rise *

If you are a high rise, how many floors? *

Association Address *

Line 1

Line 2

City

State

Zip Code

Country

Your Name *

First

Last

Your Email *

Your Phone Number *

Physical Condition - please rate all that apply for your Association:

Buildings

Choose Condition *

Roofs

Choose Condition *

Landscape

Choose Condition *

Roads

Choose Condition *

Amenities

Choose Condition *

Please list all amenities *

Business Partners - please list all who apply for your Association:

Attorney *

Insurance *

CPA *

Maintenance *

Landscaper *

Other Vendors *

Additional Space if Needed *

Financial standing - attach most current income/expense statement

HOA Dues/Assessment Amount *

HOA Assessments *

Frequency of payment *

Operating Balance *

Reserve Balance *

Any Current Insurance Claims *

If yes, explain *

Any Current Lawsuits *

If yes, explain *

Financial Upload / Income & Expense *

Max file size: 20MB

Submit

Management Proposal RequestDetailed Form

Physical Condition - please rate all that apply for your Association:

Business Partners - please list all who apply for your Association:

Financial standing - attach most current income/expense statement

Management Proposal Request
Detailed Form