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?
Does the Board receive written monthly reports?
Is there a resale procedure in place for units that are for sale?
Is your insurance policy up to date and is there adequate protection for the association?
Yes No Unknown
Accounting
Is there an approved budget?
Is a budget comparison report generated?
Are cash funds equal to 3 month's of Association bills?
Are reserve funds set aside monthly for major projects?
Are late fees and collection policies enforced?
Customer Service
Are rules and regulations consistently enforced?
Do current board members have email access/capability?
Are owners vehicles registered with the Association?
Are owners pets registered with the Association?
Maintenance
Is there a capital improvement schedule/budget in place?
Do you use licensed and insured vendors?
Do you maintain a vendor contracts file?
Do you feel that the property is well maintained day to day?
Do you feel that the property is well maintained regarding capital projects?
Is there an emergency maintenance procedure?
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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