Contact Info
Name
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Phone
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Address
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Email
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RFP Info
What is the legal name of the Association?:
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Address of the Community:
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How many units/homes are in the community?:
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Type of Association (Single Family Home community, Condominium, Cooperative):
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If Condominium, total number of building:
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If Single Family, is the Association responsible for the landscaping around the homes?:
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How Did You Hear About Us:
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Who is your current Management Company?:
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What are your concerns with the current company (reason for bidding)?:
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Are there any common facilities (pool, clubhouse, tennis courts, etc.)?
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How many board meetings are held per year (monthly, quarterly, etc.) and where are they held (onsite, management office, church, etc.)?
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How often are you looking to have the manager do site inspections (weekly, biweekly, monthly)?
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How Many Board Members:
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Does the Association have any onsite staff? If so, what positions and full time or part time?:
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Are there any committees of the board? If so, what committees?:
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Is the manager expected to attend committee meetings?:
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What services of the manager/management company are most important to you?
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Are there any particular services or aspects of the community that you want the manager to focus on?:
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Are there any major projects currently underway or planned in the next 3 years?:
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Are there any major delinquencies?:
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Is the Association on a calendar year for its fiscal year or some other schedule? If other, please specify:
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What bank does the association hold it’s accounts with?:
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When was the last reserve study done for the Association?
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Are the reserves fully funded, partially funded or not funded at all?:
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Approximately how many payables (invoices) are processed each month?:
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What is the amount of the Association dues?:
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Are dues monthly, quarterly, annual or some other frequency (if other, please specify)?
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Are there any other sections, sub associations or neighborhoods that fall under the scope of this association?
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Has the Board made a decision to make a change or is this just an investigation stage?
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What will be the driving factor in the Board’s decision on which management company to go to (price, reputation, service, etc.)?:
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If the Board has made a decision to change, what date would you want the new management company to start?:
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What is the current year's budget?:
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If you are human, leave this field blank.
Lakewood Ranch (941) 359-1134
