Request for Proposal

Request for Proposal
I. General Information
Name *

First Name Last Name
Email *
example@example.com
Phone Number *

Area Code Phone Number
Your Relationship/Role *

Manager Board Member Committee Member
Level of Service *

Full Reserve Study with Site Visit Update Reserve Study with Site Visit Update Reserve Study without Site Visit
Association Name *
Association Location *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Address Within the Association *

For location purposes only

Street Address Line 2
Association Website
Association Lot/Unit Quantity *
Association's First Year of Conveyance (1st Member Ownership) *
RFP Deadline Date *

Month Day Year
Reserve Study 1st Draft Deadline Date

Month Day Year
Is the development complete? *

Yes No
Do developer units/lots remain for sale? *

Yes No
Has the Association transitioned from the developer? *

Yes No
Is the Association pursuing or currently undertaking construction defect litigation? *

Yes No
If yes, please provide short defect description:
II. Association Type Information
Type - Select One *

Condominium Condominium Conversion Planned Community Timeshare Cooperative Resort/Country Club Special District House of Worship School Municipality Commercial/professional/retail/warehouse/factory (non condominium)
Approximate Year of Original Construction *
Miscellaneous - select all that apply

Mixed use residential/commercial Multiple cost centers
III. Common Area Responsibilities
Common area association responsibilities – click all that apply and provide approximate quantities

Streets Parking Areas Carports Vehicle gate(s) Gate(s)/Guardhouse(s) Landscaping Clubhouse(s) Pool(s) Spa(s) Park(s) Elevator(s) Walls/Fences Lake(s)/Pond(s) Dam(s) Marina(s)/Dock(s) Golf Course Airport Well(s) Domestic water system Septic/Waste water system Sewer Storm Drain system Preserve/wetland/open space
If you selected "Streets", please provide the approximate total length
Specify miles/kilometers
If you selected "Clubhouse(s)", please provide the approximate total area
Specify square feet/meters
If you selected "Walls/Fences", please provide the approximate total length
Specify feet/meters
IV. Association Residence Building Responsibilities
No association responsibility for residence buildings
Total residence building quantity *
Tallest residence building floor/story quantity *
Residence building footprint quantity (typical building types) *
Select all that apply

Single family (detached) residence buildings Multi-unit (attached) residence buildings Residence building pitched roofs Residence building low slope (flat) roofs Residence building decks/balconies Residence building siding Residence building paint Residence detached garages Residence driveways Residence fences Residence landscaping
V. Comments
Additional comments
VI. Uploads
If available, upload the following:
- Prior study or component inventory
- Covenants, conditions, and restrictions (CC&Rs)
- Plat/Map
- any other applicable file
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