COMMUNITY INFORMATION & PRICING QUESTIONNAIRE

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COMMUNITY INFORMATION & PRICING QUESTIONNAIRE

Please complete the following information to assist in preparing an accurate management proposal.

GENERAL INFORMATION

Association Name:

This field is required.

Property Address / Location:

This field is required.

Property Type:

Single-Family

Townhome

Condominium

Number of Units:

Year Built:

Is the Association Developer Controlled?

Yes

BOARD & OPERATIONS

Number of Board Members:

Current Board Positions Filled:

President

Vice President

Treasurer

Secretary

Other

Frequency of Board Meetings:

Monthly

Quarterly

As Needed

Annual Meeting Required:

Yes

Do you currently have professional management?

Yes

If yes, current management company:

This field is required.

FINANCIAL INFORMATION

Current Monthly Dues: $

Total Annual Budget: $

Approximate Delinquency Rate in %:

Are financials currently up to date?

Yes

Do you require full financial management services?

Yes

MAINTENANCE & OPERATIONS

What is the Association responsible for? (check all that apply)

Landscaping / Irrigation

Snow Removal

Trash / Recycling

Exterior Maintenance

Roof

Common Area Cleaning

Parking Areas / Lots

Amenities (pool, clubhouse, etc.)

Other

If Other, list what:

Number of Active Vendors:

Average Monthly Maintenance Requests:

Do you require regular site inspections?

Yes

If yes:

Weekly

Monthly

As Needed

COMMUNICATION & ENFORCEMENT

Do you have active covenant enforcement?

Yes

Do you experience frequent homeowner inquiries or disputes?

Yes

Preferred Communication Style:

Mail

Portal

Combination

CONDOMINIUM INFORMATION (IF APPLICABLE)

Number of Buildings

Number of Stories:

1–2

3–4

Interior Common Areas (hallways, stairs, etc.):

Yes

Shared Utilities:

Yes

Systems Maintained by Association (check all that apply):

Roof

Exterior (siding/paint)

Balconies / Decks

Hallways / Interior Common Areas

Elevators

Fire Sprinkler System

Boilers / Central Heating

Shared Plumbing

Electrical Systems

Approximate Rental Percentage (%)

PROJECTS & ADDITIONAL DETAILS

Any upcoming major projects?

Yes

If yes, please describe:

Does the Board require project oversight?

Yes

ADDITIONAL NOTES

Please include any additional information that may assist in preparing your proposal:

We hope to Welcome you to Meridian!

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