Property management

Named Insured

a.Does the applicant use subcontractors?

YesNo

b. Are subcontractors required to carry general liability insurance?

YesNo

c.Are subcontractors required to carry professional liability insurance?

YesNo

d. Are subcontractors required to indemnify the applicant?

YesNo

e. Please describe services provided by subcontractors

Please describe services_2

3. Please complete the following:

RESIDENTIAL PROPERTY MANAGEMENT

	T O TA L REVENUE — PAST 12 MONTHS	T O TA L REVENUE PROJECTED NEXT 12 MONTHS	NUMBER OF UNITS MANAGED	-
a. Apartments/cooperatives
b. Condominiums/townhouses
C. Condo Association management/HOAs

Is the applicant named on association’s D&O insurance?

YesNo

	-	-	-	-
D. Residential (1-4 Family)
e. Hotel/motel
f. Vacation rentals
g. Trailer parks
h. Other Please describe:

COMMERCIAL PROPERTY MANAGEMENT

	T O TA L REVENUE — PAST 12 MONTHS	T O TA L REVENUE PROJECTED NEXT 12 MONTHS	NUMBER OF UNITS MANAGED	Ownership %-
a. Office buildings
b. Shopping centers
c. Warehouses, industrial,
D Healthcare, medical facilities
e. Other

4. Is commercial general liability (CGL) insurance in place on all properties that the applicant manages?

YesNo

If “Ye s,” what is the CGL limit?

Is the applicant listed as an additional insured on the property owners CGL policy?

YesNoN/A

5. Does the firm have authority under its agreement with the landlord to make capital improvements, repairs, etc.?

YesNo

If “Yes", what is the maximum dollar amount of the applicant’s authority for capital improvements or repairs, for any one project?

6. Is the applicant required to place any insurance on any properties managed?

YesNo

If “Ye s,” does the applicant use and consult with a properly licensed and insured insurance agent for the insurance

needs on all properties the insured is responsible for procuring and maintaining insurance?

YesNo

7. Do all of the properties the applicant manages meet local, state and federal fire codes?

YesNo

8. Does the applicant test the following on a regular basis:

a.Smoke detectors/fire alarms?

YesNo

How Often?

b. Sprinkler systems?

NoYes

How Often?

Fire extinguishers?

NoYes

How Often?

9. Please answer if the applicant manages residential buildings:

a.Does the applicant obtain a credit report for each prospective tenant?

YesNo

b. Does the applicant do background checks on all prospective tenants?

YesNo

c.Does the applicant have formal written procedures in processing tenant evictions?

YesNo

c.Does the applicant have formal written procedures in processing tenant evictions?

third party relations?

YesNo

If “Ye s,” does the manual include:

a.Anti‐discrimination and anti‐sexual harassment policies?

YesNo

b. Procedures for handling complaints of discrimination, harassment and wrongful eviction

by a tenant/other third party?

YesNo

state and/or federal laws?

YesNo

If “Ye s,” do any of these projects require the stamp of an architect or engineer?

YesNo

SIGNATURE IN FULL

DATE

Date

PRINT NAME

ALL QUESTIONS MUST BE ANSWERED AND THE APPLICATION MUST BE SIGNED AND DATED

Agency Name and Address

Person Submitting Application

Telephone Number

Email

example@example.com

Property management

SUPPLEMENTAL APPLICATION