Request for Proposal

Request for Proposal
I. General Information
Name*

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

Area CodePhone Number
Your Relationship/Role*

ManagerBoard MemberCommittee MemberOther
Level of Service*

Full Reserve Study with Site VisitUpdate Reserve Study with Site VisitUpdate Reserve Study without Site VisitOther
Association Name*
Association Location*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Address Within the Association*

For location purposes only

Street Address Line 2

CityState / Province

Postal / Zip Code
Association Website
Association Lot/Unit Quantity*
Association's First Year of Conveyance (1st Member Ownership)*
Proposal Due Date*

MonthDayYear
Reserve Study 1st Draft Deadline Date

MonthDayYear
Is the development complete?*

YesNo
Do developer units/lots remain for sale?*

YesNo
Has the Association transitioned from the developer?*

YesNo
Is the Association pursuing or currently undertaking construction defect litigation?*

YesNo
If yes, please provide short defect description:
II. Association Type Information
Type - Select One*

CondominiumCondominium ConversionPlanned CommunityTimeshareCooperativeResort/Country ClubSpecial DistrictHouse of WorshipSchoolMunicipalityCommercial/professional/retail/warehouse/factory (non condominium)Other
Approximate Year of Original Construction*
Miscellaneous - select all that apply

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

StreetsParking AreasCarportsVehicle gate(s)Gate(s)/Guardhouse(s)LandscapingClubhouse(s)Pool(s)Spa(s)Park(s)Elevator(s)Walls/FencesLake(s)/Pond(s)Dam(s)Marina(s)/Dock(s)Golf CourseAirportWell(s)Domestic water systemSeptic/Waste water systemSewerStorm Drain systemPreserve/wetland/open spaceOther
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 buildingsMulti-unit (attached) residence buildingsResidence building pitched roofsResidence building low slope (flat) roofsResidence building decks/balconiesResidence building sidingResidence building paintResidence detached garagesResidence drivewaysResidence fencesResidence landscapingOther
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
Browse Files

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