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Proposal Request for Onsite Inspection Level 1 & 2
New Association
Returning Association
Proposal Request for New Clients
Association Name
*
Physical Location Address
*
City
*
Zip Code
Contact Information
Manager/Board Member Name
*
Is the Association Self Managed?
Yes
No
Management Company
Email Address
*
Phone
*
Cell Phone
Fax Number
Mailing Address
City
Zip Code
Property Information
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Single Family PUD
Condominium
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Three
Building Type
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Association
Homeowner
Exteriors Maintained By:
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Units
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Year Built
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Select
January
February
March
April
May
June
July
August
September
October
November
December
Fiscal Year End
*
None
Spa
Park/Tot Lot
Underground Parking Garage
Private Streets
Clubhouse
Office
Fitness Center
Multiple Cost Centers
Pool
Tennis Court
Lake/Waterway
Roof/Deck Garden
Meeting Room
Kitchen
Gatehouse
Interior Hallways
Commercial Units
Additional Information
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Newsletter
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Internet Search
CACM
CAI
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How did you hear about us?
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Additional Details
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Proposal Request for Returning Clients
Please write in the full association name for up to 10 associations
Contact Information
Manager/Board Member Name
Email Address
Do we need to update your contact information?
Phone Number
Alt Phone Number
Fax Number
Mailing Address
City
Zip Code
Additional Information
Have there been any changes since the last reserve study was complete? (major construction, new completed phases, etc.)
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PROPOSAL REQUEST FOR L3 FINANCIAL UPDATE
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