ADMINISTRATION

ACCOUNTING

OWNER'S REQUEST

MAINTENANCE

MARKETING

Testimonials & Portfolio | Staff Bios | Request for Management Services |Email OGRE


Thank you for your interest in our services. In order for us to gauge your specific needs and address services accordingly, please complete the following evaluation in the four areas listed.

*Property Name:

*Contact Name:

*Contact Telephone:

Secondary Contact Telephone:

*E-mail Address:




Administrative

Are Board meetings held regularly?

Yes
No

Are Board meeting minutes kept?

Yes
No

Does the Board receive written monthly reports?

Yes
No

Is there a resale procedure in place for units that are for sale?

Yes
No

Is your insurance policy up to date and is there adequate protection for the association?

Yes
No
Unknown



Accounting

Is there an approved budget?

Yes
No

Is a budget comparison report generated?

Yes
No

Are cash funds equal to 3 month's of Association bills?

Yes
No

Are reserve funds set aside monthly for major projects?

Yes
No

Are late fees and collection policies enforced?

Yes
No



Customer Service

Are rules and regulations consistently enforced?

Yes
No

Do current board members have email access/capability?

Yes
No

Are owners vehicles registered with the Association?

Yes
No

Are owners pets registered with the Association?

Yes
No



Maintenance

Is there a capital improvement schedule/budget in place?

Yes
No

Do you use licensed and insured vendors?

Yes
No

Do you maintain a vendor contracts file?

Yes
No

Do you feel that the property is well maintained day to day?

Yes
No

Do you feel that the property is well maintained regarding capital projects?

Yes
No

Is there an emergency maintenance procedure?

Yes
No

Please list the top three property issues with which you are happiest:

Please list the top three issues that you feel need improvement.


* Field is required for submission.




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