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Management Proposal Request

Request Your Proposal for Community Association Management, Condominium Management, HOA Management and more.

In order to best serve a community association, we need to understand its unique service needs and expectations. To facilitate this understanding, we have developed a proprietary management planning tool. The time you invest in completing this document will help us serve you. We encourage association boards to complete it together so that it reflects the views of the officers. Please fill out the form here so that instructions for completing the Management Planner can be emailed to you.

Street Address
Zip Code
Association Name
Association's City
Association's State
Number of Paying Lots/Homes
Type of Association
Management Site Visit Frequency
Frequency of Board Meetings
How are fees currently collected?
Are all properties assessed the same amount?

If not the same amount, enter the lowest and highest amounts paid. If all pay the same amount, just enter that amount in the "Low" box.
Assessment Amount - Low
Assessment Amount - High
Common Property
 Pool Tennis Courts Parking Lots Marina
Other Common Property
Common Property
 Clubhouse Walking Trails Elevator Fitness Center
Other Common Property
Anticipated Management Transition Date
Are you currently serving on your association's Board?
Has the Board requested this proposal?
Has your association had a Reserve Study prepared?
Do you have a proposal due date?
Due date - if applicable
Click "Add Files" to submit files with this Proposal Request. Documents which are important to the proposal process are recorded governing documents, reserve studies, prior year financial reports, current year financial reports, operating budget and other association specific documents that will allow us to focus our proposal most accurately for your association’s specific needs.

File 1

File 2

File 3
All fields are required.

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