Request Management Proposal

    * Your Full Name

    * Your Email Address

    * Your Phone Number

    * What type of Community?

    * Legal Name per Documents?

    * # of Homes in your Community?

    * Any Association Amenities?

    * What are your monthly Dues?

    * Are you currently managed?

    * What are your monthly Dues?

    * How often does the Board Meet?

    * When is your Annual Meeting?

    * When would you be looking to transition?

    * Any upcoming Major projects?

    * Provide an address for us to do a site visit.

    * Has a Reserve Study been completed?

    * If a Reserve Study has been completed, has it been implemented?

    * When was Association Built?

    * Are you currently involved in any lawsuit?

    * Are there any builder defects that you are aware of?

    * Are there any uncompleted capital projects at transition?

    * Any drainage issues you are aware of?

    Please provide a copy of the following documents if possible as they assist us in developing an accurate proposal for your association:

    By Laws:


    Copy of the latest Financial Statement:

    Copy of Current Budget: