Real Estate Management Services

"Good Management Doesn't Cost, It Pays!"

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Association Management Questionnaire

In order to make a meaningful management contract proposal, we request that you complete all required information in this questionnaire. Any additional information will assist us further in preparing a proposal. Required fields are marked in red.

Name of Association:
  • Address:
  • Phone Number:
  • Federal Tax ID#:

Board Representative:

  • Address:
  • E-mail Address:
  • Best Way to Contact: E-mail Phone Regular Mail Other (please indicate in "Best Time" below)
  • Best Time to Contact:

If new association:

  • Developer Name:
  • Address:
  • Phone Number:

Property Description - Check appropriate category(ies)

  • Type of Property: Garden Walk-up Townhouse High-rise Mid-rise
  • Construction: Brick Frame Fascia Stucco Alum. Siding Other - Please describe here:
  • Number of Units: Number of Acres:
  • Terrain (explain):
  • Public Street/Parking Area - Estimate: Sq. Yds.
  • Private Streets (lots) - Estimate: Sq. Yds.
  • Private Streets Lighting - Type? Who maintains?
  • Roof Type: Gable Flat Built-up Slag Shingle Other - Please describe here:
  • Heating System: Individual Heat Pumps Central Heated Water (Radiators) Individual Forced Air
  • Type of Fuel: Electric Natural Gas
  • Air Conditioning System: Central Building A/C Chilled Water None
  • Cooling Tower? Yes No
  • Emergency Generator? Yes No
  • Trash Compactor? Yes No
    • If Yes, type: Bagger Bailer Roll-away Container
  • Other Property Features
    • Storm water management ponds on property? Yes No
      • If Yes, who maintains?
    • Sidewalk - Estimated square footage:
    • Amenities: Tot Lots Swimming Pool Tennis Courts Other
    • Association has responsibility to maintain: Main Walk Lead Walks Street Parking Areas Grass Other

Administration - Legal

  • Legal Counsel? Yes No
    • If Yes:
      • Names:
      • Address:
      • Phone Number:
  • When were governing documents recorded?
  • Have documents been amended since recording? Yes No
  • Note: You may be asked to supply a complete copy of all documents with this questionnaire.
  • Any pending litigations? Yes No
    • If Yes:
      • Collections/Foreclosures Suits Code Violations
        Explain:

Administration - Insurance

  • Insurance Carrier:
  • Agent's Address:
  • Phone Number:
  • Coverage:
    Type Limits of Coverage Expiration Date
    General Liability
    D&P
    Multi-peril
    Excess umbrella liability
    Boiler Compensation
  • Claim History
    List major claims past three years:
    • Any pending claims:
    • Suits, Litigations:
    Give Details:
    • Will management be involved in preparing for claim defense? Yes No

Operations

  • Current list of contractors - please provide name, address, and phone:
      Grounds/Landscaping:
      Trash Removal:
      Pool Service:
      Elevator Service:
      HVAC:
  • Does Association have any employees? Yes No
    • If Yes:
      Please list
      positions
      and salary:

Community Involvement

  • Number of Board Members:
  • Board President:
  • Board Vice President:
  • Board Secretary:
  • Other:
  • Annual Meeting Date:
  • Other Meeting Frequency: Usual Day & Time:
  • Who maintains the meeting minutes?
  • Does Property Manager attend? Yes No

Committee Structure

    Grounds Active Inactive
    AAC Active Inactive
    Public Relations Active Inactive
    Budget/Financial Active Inactive
    Rules/Regs/Documents Active Inactive
    Maintenance Active Inactive
    Social Active Inactive
    Newspaper Active Inactive
    Pool Active Inactive
    Insurance Active Inactive
    Housekeeping Active Inactive
    Welcome Active Inactive
    Other (Please List):

Status of Financial Position

  • Date of Report Used:
  • Operating Balance: $
  • Revenue Balance: $
  • Working Capital Balance: $
  • Number of Delinquents on Last Report:
  • Number of Tenant Occupied Units: