Vanguard Management Associates, Inc.

Request For Proposal

Please complete the form below and click on "Submit Form" to request a proposal for community management services. We will contact you with additional questions that we may have and then prepare a proposal for your review and consideration.

Please complete as much of the form as possible.

In addition to the information below, we will also need the following Association documents for review before a proposal can be submitted:

Articles of Incorporation (if incorporated);

Declaration of Condominium or Declaration of Covenants, Conditions & Restrictions;

By Laws

Rules and Regulations

Current Budget and/or financial statements.

The above forms may be mailed to:

Mr. Craig Wilson, President
Vanguard Management Associates, Inc.
P.O. Box 39
Germantown MD 20875-0039

If the above documents are available in electronic form, feel free to submit via e-mail to cwilson@vanguardmgt.com. (Attachments over 10MB should be separated into more than one e-mail.)

PART 1. Name/Location

= Required

a. Association Name:

b. County:

c. Major Streets:

PART 2. Contact Information

= Required

a. Contact Person:

b. Board Position:

c. E-mail Address:

d. Telephone:

e. Mailing Address:

f. City:

g. State:

h. Zip Code:

PART 3. General Information

a. Number of Homes:

b. Year of Construction (approx):

c. Style of Construction:

d. Association Type:

e. Fiscal Year End:

f. Number of Board Members:

g. Any current vacancies on the Board?
If yes, for how long?

h. Board Meeting Frequency

i. Number of Committees:

Please List Committees:

j. Amenties (CTRL & Click all that apply):

Other Amenities:

k. Any employees of the Association?
If yes, how many?

l. Can the clubhouse be rented-out?
If yes, who handles the rental?

PART 4. Physical Property / Condition Assessment

a. How would your rate the physical condition of your property?

Buildings:

Grounds:

b. For Condominiums Only:

Style of Building:

Building(s) last painted:

Are there elevators?

Please list any shared utilities:

Type of Roofs (CTRL & Click all that apply):

c. Has a reserve study been done?
If yes, when was the last study:

d. Are the reserves being funded per study recommendation?

e. Is the Association involved in any litigation?

f. Association Policies and Procedures. Please note below which written policies / procedures / rules are in use:

Architectural Control Guidelines:

Collection Policy:

Assigned (reserved) Parking:

Other - describe

PART 5. Vendors / Professional Services

a. Grounds Maint. Company: How long? (years):

b. Snow Clearing Company: How long? (years):

c. Trash Collection Company: How long? (years):

d. Pool Management Co.: How long? (years):

e. Patrol (security) Company: How long? (years):

f. Legal Counsel:
How long? (years):

g. Auditor:
How long? (years):

PART 6. Other

a. What are your reasons for seeking management bids?

b. Please describe areas/issues needing management attention:

c. What characteristics are you seeking in a management company?

d. What characteristics are you seeking in a Community Manager?

e. How did you hear about Vanguard Management Associates, Inc.?