Questionnaire

New Client Questionnaire

Association Basics:

* Indicates required field

Community Name *

Location of Community *

Master or Sub Association *

Number and Type of Units *

Was the association most recently managed by a developer, another management company or self managed? *

Select One *

Looking for new management because - *

Makeup of the Board and Committees:

How many Board members? *

How long have each been on the Board? *

How often does the Board meet? *

Is there an ARC in place? *

Are there any other standing committees? *

Financials:

Are there any large projects planned in the next 12 months? *

How much are assessments? *

How often are assessments billed? *

What is the current AR situation? *

Legal/Insurance

Are there any active litigation or insurance claims? *

Who is the insurance agent and carrier? *

Compliance:

How often would compliance inspections need to take place? *

Is there a current fine structure in place for compliance? *

Maintenance:

Are there any major maintenance concerns for the Association? *

Who are the regular Landscape Contractors? *

Who are the regular Snow Removal Contractors? *

Must Provide: Copies of all governing documents (CC&R’s; Bylaws: Design Guidelines: Rules and Regs). Provide copy of current budget and reserve study and maintenance plan.

Submit

New Client Questionnaire

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