On-boarding Questionnaire

Type of Association *

Association Significant Intersections *

Number of Units *

Is the Association FHA Approved? *

Year Built *

Number of Units at Build Out *

Clubhouse Address, if any *

Address of Association Owned Unit, if any *

Builder Name *

Number of Buildings Owned by HOA *

List Ammenities *

List Buildings Owned By HOA (if any) *

Is there a Master or Metro District *

If yes, what is the name of Master/Metro *

If yes, please provide Master/Metro Management Company Info *

Any additional information that we should be aware of *

School District *

Elementary School *

Middle School *

High School *

Number of Board Members *

Board Meeting Day of the Month *

Annual Meeting Month *

Board Meeting Frequency *

Board Meeting Time & Location *

Annual Meeting Time & Location *

President *

Vice President *

Treasurer *

Secretary *

MAL - 1 *

MAL - 2 *

MAL - 3 *

Email (P) *

Email (VP) *

Email (T) *

Email (S) *

Email (M1) *

Email (M2) *

Email (M3) *

Phone Numb (P) *

Yr Term Exp (P) *

Phone Numb (VP) *

Yr Term Exp (VP) *

Phone Numb (T) *

Yr Term Exp (T) *

Phone Numb (S) *

Yr Term Exp (S) *

Phone Numb (M1) *

Yr Term Exp (M1) *

Phone Numb (M2) *

Yr Term Exp (M2) *

Phone Numb (M3) *

Yr Term Exp (M3) *

If you have other positions not listed above please list that info here *

Pool Key *

Gate Key *

Parking Pass *

Door Keys/Cards *

other *

Pool Key Cost *

Gate Key Amount *

Parking Pass Amount *

Door Keys/Cards Cost *

other amount *

Any other purchased items we need to know about *

We try to get all homeowners signed up for auto pay through the portal. For those who do not sign up we will send statements or coupons depending on what the Boards request.

The Board would like EMG to send: *

Statements Each Month Statements Each Quarter Statements Each Year Coupons for the Year

Water Shut Off's Are Located Where? *

Electrical Panels Are Located Where? *

How do homeowners receive heat? *

Individual Furnace Association Boiler

After hours: If no heat, who is responsible? *

Homeowner Association

How do homeowners receive water? *

Individual Water Tank Association Boiler

After hours: If no water, who is responsible? *

Homeowner Association

Who is responsible for snow removal in street? *

Association City

Who is responsible for snow removal on sidewalks in front of owners home? *

Homeowner Association

Who is responsible for snow removal in driveway? *

Homeowner Association City

Please list any on-call special instructions. (such as emg needs to call board member first, etc.) *

Homeowner is responsible for roof? *

Homeowner is responsible for outside of building? *

Homeowner is responsible for their individual garage door? *

Employee Name -1 *

Employee Name -2 *

Email -1 *

Phone Number -1 *

Email -2 *

Phone Number -2 *

Employee -1 Title *

Employee - 2 Title *

Employee -1 Salary *

Employee - 2 Salary *

Employee -1 Frequency of Pay *

Employee - 2 Frequency of Pay *

Employee - 1 Job Duties *

Employee - 2 Job Duties *

Additional Employees *

Auditor *

Boiler Service *

Cable/Internet *

Elevators *

Electrician *

Engineer *

Exterminator *

Fire Alarm *

Garage Door *

Insurance Broker *

Landscaper *

Laundry Vendor *

Light Inspections *

Maintenance - General *

Plumber / Sewer *

Pool *

Reserve Study *

Security *

Snow Removal *

Sprinklers *

Trash *

Towing *

Utility - Gas & Electric *

Utility - Water *

Utility - Sewer *

Utility - Phone *

Utility - Website *

Utility - Domain *

Email - auditor *

Email - boiler service *

Email - cable/internet *

Email - elevators *

Email - electrician *

Email - engineer *

Email - exterminator *

Email - fire alarm *

Email - garage door *

Email - insurance *

Email - landscaper *

Email - laundry *

Email - light inspections *

Email - maintenance *

Email - plumber/sewer *

Email - pool *

Email - reserve study *

Email - security *

Email - snow removal *

Email - sprinklers *

Email - trash *

Email - towing *

Email - gas & electric *

Email - water *

Email - sewer *

Email - phone *

Email - website *

Email - domain *

Phone - auditor *

Phone - boiler service *

Phone - cable/internet *

Phone - elevators *

Phone - electrician *

Phone - engineer *

Phone - exterminator *

Phone - fire alarm *

Phone - garage door *

Phone - insurance *

Phone - landscaper *

Phone - laundry *

Phone - light insp *

Phone - maintenance *

Phone - plumb/sewer *

Phone - pool *

Phone - reserve study *

Phone - security *

Phone - snow removal *

Phone - sprinklers *

Phone - trash *

Phone - towing *

Phone - gas & electric *

Phone - water *

Phone - sewer *

Phone - phone *

Phone - website *

Phone - domain *

Committee 1 *

Email (C1) *

Chair (C1) *

Phone Number (C1) *

Committee 2 *

Email (C2) *

Committee 3 *

Chair (C2) *

Phone Number (C2) *

Chair (C3) *

Email (C3) *

Committee 4 *

Email (C4) *

Phone Number (C3) *

Chair (C4) *

Phone Number (C4) *

List any additional committees *

Is there anything further that we should know? *

Welcome to our Family! We need your assistance in setting up a few things. Below you will find a long list of questions. Some may not pertain to your association and if so, simply skip that question. Please complete any that you know the answer to and we will try and figure out the remainder.

Association Questions

Community Questions

Board Questions

What Do Your Dues / Assessments Cover?

Homeowner Items

Accounting Question

After Hours, On-Call & Maintenance Questions

Employee Questions

Association Vendors

Association Committees