Jorel Association Management

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.


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 &amp;amp;amp;amp;amp;amp;amp;amp; Regulations?
	Enforcement Procedures
	Date Rules &amp;amp;amp;amp;amp;amp;amp;amp; 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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