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Management Proposal-Bidding Questionnaire
Let us make YOU the Superhero of your neighborhood! Teaming up with Jorel Management empowers you & your community to be mightier than ever. From our free educational website to automated information & ongoing studies & research, we go above & beyond to make our communities better. Please complete and submit the following form for a management proposal.
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PROPERTY DESCRIPTION
Association Legal Name* 
Master Association, if any 
Total # of Units* 
Type of Units 
Year Built 
Cross Streets 
Common Area Amenities* 
Rate the Physical Condition of the Property 
Date Completed - Roof Replacement 
Date Completed-Exterior Painting 
Date Completed-Paving 
Any Recurring Problems such as: Water Line Breaks, Rotted Wood, Roof Leaks 
Problems Needing Immediate Attention 
FUTURE MAJOR REPAIRS REPLACEMENTS
List any Major Projects that are Scheduled within the next 3 years: 
Date of Last Reserve Study 
Reserve Study Prepared by 
Are Reserve Accounts Adequately Funded? 
CURRENT CONTRACTS
Pool Management Contract 
Landscape Contract 
Insurance Agent 
FINANCIAL INFORMATION
Regular Assessments 
Special Assessments 
Billing Frequency 
Association Year-End 
Were prior years tax returns prepared timely? 
COLLECTIONS
Current Delinquencies-Amount 
Current Delinquencies-# of Owners 
Late Fee Policy 
Attorney Used for Collections 
ASSOCIATION RULES
Current Rule Violations 
Does the Association have a Set of Rules & Regulations? 
Enforcement Procedures 
Date Rules & Regulations Published 
COMMUNICATION
Does the Association publish a newsletter? 
Frequency of Newsletter 
Who writes distributes newsletter? 
# of Board Members 
# of Committees 
Names of Committees 
Board Meetings-Frequency 
Location of Board Meetings 
When is Annual Meeting held? 
Location of Annual Meeting 
Estimated Attendance at Annual Meeting 
LEGAL
Is Association Involved in Any Litigation? 
OTHER
Do your covenants require an annual audit? 
Current Management Company 
Main Reasons why HOA is looking to change Management Companies 
If You Have Any Additional Questions Or Comments, Please Enter Them Below
Comments 
ENTER YOUR NAME AND HOW YOU MAY BE REACHED
First Name 
Last Name 
Day Phone 
Email 
PLEASE SEND US AN ANNUAL BUDGET OR A RECENT FINANCIAL STATEMENT

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