Get Community Association Management Information Sheet

This guide provides step-by-step instructions for effectively completing the Community Association Management Information Sheet online. By following these directions, users can ensure that they accurately provide all necessary information in a clear and organized manner.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the caller's name and telephone numbers in the designated fields. Ensure to include both home and work or cell numbers as applicable.
3. Fill out the association information section. Enter the name of the association, the number of units, the location, type of units, and the sales price range.
4. Provide details about the present management services in the appropriate field. Be as descriptive as possible.
5. Indicate the occupancy status of the building by selecting from owner, unsold, or rental options.
6. Complete the gross monthly assessment and approximate date the building was completed.
7. Fill in the date of the first annual meeting and provide details of the board of directors including their titles and names.
8. Outline the board meeting requirements, noting how many meetings are held per year.
9. Answer questions about active committees by marking 'yes' or 'no' for each listed committee.
10. Enter the present capital reserves and indicate whether there are on-site management facilities.
11. Specify the on-site office requirements by indicating the availability of furniture, telephone, copy machine, typewriter, and communication equipment.
12. List any building employees and their roles, if applicable.
13. Provide information on any professional agreements and existing contracts, filling in names of providers where relevant.
14. Report any physical problems, building code violations, lawsuits, insurance claims, and their counts.
15. Assess the physical condition of common areas by selecting from excellent, good, or fair.
16. Complete the additional information section, including meeting availability, association attorney, and auditor details.
17. Address reasons for change and what is being sought in management.
18. Finally, fill out the selection process, including where the name was obtained and the decision-making process.
19. Review all entries for accuracy, then save changes, download, print, or share the form as needed.

Complete your Community Association Management Information Sheet online today!