Instructions

Fields marked with an * are required.

Contact Information

First Name *

Last Name *

Email *

Phone *

Community Legal Name *

Association Address

Select a Board Position *

---PresidentVice PresidentSecretaryTreasurerMember/DirectorNot On The Board

Association Information

Select an Association Type *

---CondominiumsTownhomesHigh RiseSingle FamilyMixed UseCommercial Property

Number of Units *

Meetings Frequency *

---MonthlyQuarterlySemi-AnnuallyAnnuallyAs Needed

Assessments Amount Per Unit *

Assessments Frequency *

---MonthlyQuarterlySemi-AnnuallyAnnually

Fiscal Year-End *

---First QuarterSecond QuarterThird QuarterFourth Quarter

Select The Appropriate Amenities *

Onsite Administrative StaffOnsite Maintenance StaffCourtesy PatrolParkPlaygroundSwimming Pool / Hot TubSaunaTennis CourtsElevatorsConcierge ServiceClubhouseExercise RoomBusiness CenterUnderground Parking

Association Stage *

---Builder/Dev. ControlledOwner Controlled

Age of Association *

Any Pending Litigation? *

YesNo

Who is the current Management Company *

Scope of Services Information

How did you know about SPM? *

GoogleYahooBingReferralWord of MouthPhonebookChamber of Commerce

What type of management do you need? *

AccountingCovenant EnforcementAdministrativeOperations (Maintenance)Consulting

Why are you changing management companies? *

Developer TransitionHidden CostsCommunication IssuesBudgetPriceOnline Services

Additional Comments