Request For Proposal


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Request for Proposal
Please complete the following form so that a bid for management services can be prepared specifically for your association.

Full legal name of your association:
Your name:
Your position on Board of Directors
Address:
City
State:
Zip Code:
Home Phone:
Work Phone:
Email Address:

How did you hear about us?
Who is your current Management Company:
OR is your association self-managed:
Current Association issues and/or reason for bidding?

Number of homes in your community:
Year built:
Amenities:
How many board meetings per year:
How many board members:
Committees:
Fiscal year end:
Accountant/Auditor:
Financial issues:
Annual meeting month:
Reserves:
Any pending litigation:
Attorney for association:
Collection issues:
Any major projects:
Insurance company:
Insurance expires:
Any onsite staff? / Position & how many:
Lawn Vendor:

321 Interstate Blvd. Sarasota, FL 34240

Office 941 378-0260 Fax 941 378-0322