TWM HOA QUESTIONNAIRE
Legal Association Name (Per Secretary of State)
Legal Entity (HOA,COA,POA)
City/County of Community
Total# of Units (Current/Buildout)
How soon are you looking to select a management company? (Immediately, 2 months, 3 months)?
Where is parking? If in building, do owners own parking spaces or are they considered common areas/amenities?
Are there any storage units? If so, are they owner or association responsibility?
Do you currently have Rental Restrictions?
Who is the current management company?
Active Board (Y/N)? Number of Board Members?
Board Members Names & Titles
Monthly, Quarterly or Annual Meetings?
Is Manager expected at meetings other than Annual?
Is Manager expected to have an office on-site?
Are there any amenities (pool, fitness center, clubhouse that owners rent, etc.)? Does Board/committee handle access or is this handled by the management company?
Who is the amenities gate management company?
Does association have onsite security and/or cameras? Who manages these?
Number of community site visits per month (2 is max)
Association Dues Amount:(Monthly/Annually)? Late/Interest Fees (Amount and Due When)
Has current year budget been approved? Have annual coupons been sent out?
Are there any large maintenance or construction projects underway or scheduled for the near future?
Current Insurance Company?
Current Association Atty?
Last year Taxes filed? What company handles taxes?
Last year Annual Registration done?
Are there any open legal litigations against community?
Year association transitioned to homeowner control?
Current delinquency amout?
Current operating account balance or confirm that there is at least 3 months of funds to cover expenses - this is to ensure that associations have enough funds to cover expenses, including the management fee during transition.
How did you hear about us?
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address of Community
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