Request For Proposal

the with Situation

Community Name

Name of Contact Person

Phone Number

Mailing Address

Current Management Situation

Are you currently working with a management company?

What is the name of the current management company?

What specific issues or concerns led you to seek new management services?

Total Number of Units/ Homes in the community

Type of community (e.g. condominiums, single-family homes, townhouses)

What specific services are you seeking

Community Amenities (e.g, pool, clubhouse, park, gym)?

Current Annual Budget for HOA

Are there any outstanding financial issues or concerns within the HOA?

What are your expectations regarding financial reporting and transparency?

What are the long-term goals and vision for your community?

Do you have any upcoming projects or initiatives that the management company should be aware of?

How often would you like to receive updates from the management company?

Preferred form of communication

Are there any specific qualifications or credentials you require from a management company?

Would you like to see references or case studies from potential management companies?

Are there any ongoing legal matters or compliance issues within the HOA?

Do you expect the management company to assist with legal and compliance issues?

When would you like the new management company to start?

Do you have a specific transition plan or timeline in place?

Additional comments or questions: