Location (nearest major intersection):
City:

Number of homes in community:
Single Family (fee simple)
Townhomes
Condominiums
Detached Condominiums
High-rise
Mixed Use (residential over commercial)

Approximate age of community:
Number of Board Members:
Developer of community (if known):                                                        

Is Association a member of Community Associations Institute? Yes   No

Community rules / standards adopted? Yes         No
Other:

List of existing committees:

Level of homeowner participation / involvement:

Reserve study done: Yes      No
When:       By whom:

Transition audit done:  Yes      No
By whom:

Annual audit done: Yes          No
By whom:

Current regular assessments are: $     
Per:   Month         Quarter            6 Months       Year

Any pending special assessments? Yes       No 
Details:

Estimated % residents past due on assessments:
<5%        5%-10%            10%-20%      >20%

Fiscal year: 
Calendar Year     Other: ( through )

Current fiscal year budget approved: Yes          No

Are your expenses currently:
within budget               below budget              over budget

Amenities:

Does your community use a trash dumpster service? Yes    No

Does your community have a trash compactor? Yes     No

Does your community have an elevator(s)? Yes         No
If yes, how many?

Are any utilities sub-metered? Yes     No
If yes, which ones?

Do you have any on-site staff? Yes      No
If yes:
Manager
Concierge
Maintenance
Porter
Other:

Known or suspected community-wide upcoming major maintenance projects:

Reason for change:

Anticipated time of change:

Expectations / areas seeking to improve:

Board meeting frequency and times:

How did you hear about us?

Contact name:
Street address:
City, State, Zip:
Contact phone numbers:
Contact e-mail: *Required