Management Request Form
for HOA or OA Boards

Use this form to submit a request for a management services proposal.  A representative will send your price quote to you for your Planned Unit Development, Condominium or Commercial/Industrial Condominium Association.

FOR THE FOLLOWING SECTIONS, PLEASE Select Option(s) OR FILL IN THE REQUESTED INFORMATION.

1. Type of Association *
describe other
2. What services are you requesting? *
3. Enter your contact information:
Name *
HOA Position *
Phone *
Cell #
Fax
E-mail Address: *
4. Provide information about the Community:
Association Name *
Property Address *
Address line 2
City, State, Zip *
Number of Units / Lots *
Number of Units / Lots Sold *
Number of Phases *
Builder *
Age of Property *
5. What are the Common Areas in this Association? (check all that apply)* Cabana / Clubhouse
Gates
Hike / Bike Trails
Lakes
Lighting
Monument Sign
Parks
Playground / Tot Lot
Pools
Private Streets
Sports Fields
Tennis / Sports Courts
Underground Parking
Walls
Water Features
Other
Describe Other
6. Information about Assessments:
What is the Current Monthly Assessment Amount? *
Frequency of Delinquencies? * High Medium Low
7. Boards and Committees:
How often does the Board meet? *
Number of Board Members *
List Committees *
8. Management Background:
Current / former Management Company *
Does a Reserve Study exist? * Yes No
Are Reserves well funded? * Yes No
Are ther Sufficient funds to cover Operating Expenses? * Yes No
Is ther a pending legal action against the Association? * Yes No
9. How did you hear about us?
10. How do you wish to receive your Proposal? *
Please list your E-mail, Phone & Address again *

* Required

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7231 Boulder Avenue, #306 Highland, California 92346
Tel: (909) 863-0500 Fax :(909) 864-2264 E-mail: info@cdsmanagement.net

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