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Request for Proposal
Please complete the following form so that a bid for management services can be prepared specifically for your association.
Full legal name of your association:
Your name:
Your position on Board of Directors
Zip Code:
Home Phone:
Work Phone:
Email Address:
How did you hear about us?
Who is your current Management Company:
OR is your association self-managed:
Current Association issues and/or reason for bidding?
Number of homes in your community:
Year built:
How many board meetings per year:
How many board members:
Fiscal year end:
Financial issues:
Annual meeting month:
Any pending litigation:
Attorney for association:
Collection issues:
Any major projects:
Insurance company:
Insurance expires:
Any onsite staff? / Position & how many:


2555 Westside Parkway, Suite 600
Alpharetta, GA 30004
• Phone: (678) 297-9566 • Fax: (678) 297-9491
For further questions, contact
Matt Hilliard
at, Director of Business Development, or
James Arterbury at,  President


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