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CPE Community Association Discovery Form (Overview Questions)
  1. Please take a few minutes to answer the following questions to the best of your ability. This information will provide us with a much better understanding of your Association's needs so we if requested, we can then provide a proposal for community association management services.
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Email *
Association Name
City
Street Address
Number of Units
Number of Buildings
Association Type *
Approximate Age/Year Built
List Amenities such as pool, tennis court, etc. or write N/A
Are there elevators and fire/safety systems? 
Clear selection
Fiscal Year (example: 1/1 to 12/31,  7/1 to 6/30, etc.)
Number of Directors
How would you rate recent board meetings?
Clear selection
How many Board and Annual Unit Owner Meetings are held each fiscal year?  (Total Number of Meetings)
When and where are Board meetings typically held - what time and in person or videoconference?
Would the Board consider conducting Board meetings during business hours?  Meetings conducted during business hours are far more efficient and effective.  It is also much more conducive to a healthy work-life balance for managers with a portfolio of communities to manage.
What month is the election of Directors held?
What month is the Annual budget meeting held?
Is there currently a Special Assessment?
Clear selection
Is there currently a Bank Loan?
Clear selection
Do you anticipate a Special Assessment or Bank Loan in the next 12 to 24 months?
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What is the monthly common charge amount or the approximate range in common charges?
What is the approximate reserve balance? (Can be found on a recent balance sheet or write not sure if you don't know).
Are reserves adequate at this time?
Clear selection
Does the assocation have reserve study?
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If there is a reserve study, when was it prepared?
What percentage of units are leased?
Clear selection
What percentage of the common charges is allocated to reserves?
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Is online (ACH/eCheck) payment processing available for unit owners?
Clear selection
Is online invoice approval process available to the board?
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What is the deductible for the master policy?
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Have there been insurance claims in the past 3 years?
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Are the governing documents (declaration and bylaws) current and up to date with the state statute? 
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Are the rules and regulations current and up to date and reflective of the association's needs?  *
Have maintenance standards been adopted?
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Who is the Association's attorney?
Please rate the general condition of the following.
Above Average
Average
Below Average
Not Sure
Not Applicable
Roofs
Roads/Asphalt
Curbs/Sidewalks
Siding
Gutters
Trees
Landscaping
Lighting
Windows/Doors
Garage Doors
Interior Common Areas
Pool
Clubhouse
Elevator(s)
What are the Association's most pressing concerns at this time?
What are the primary reasons the Association is conducting a search for a new community association management company?
What is the target date to transfer to new management?
A copy of your responses will be emailed to the address you provided.
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