Proposal Request

Ready for a management partner who actually knows your community? Please fill out the fields below so we can draft a straightforward, solution-based plan for you. These details ensure we provide exactly what you need—nothing more, nothing less.

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Name *

First

Last

Email *

Role in COA/ HOABoard Member/ Board President/ Vice PresidentBoard Member/ SecretaryBoard Member/ TreasurerBoard Member/ GeneralHomeownerOther (tell us more in comment field)

Phone

Association Name *

Number of Units *

COA Address

City/ Zip

Association Type *— Select Choice —Condominium Owners AssociationHomeowners Association

Current Management: *

• Self-Managed
• Managed by company

Do you currently have an online portal for records? *

• Yes
• No

Do you have a current Reserve Study? *

• Yes
• No

Next

Additional Information

capital an Current

Are there any major capital projects planned for 2026?

• Yes
• No

What is your biggest current "headache" as a Board?

Which “building blocks” are you interested in exploring?

(Check all that apply) This is necessary if you want a price quote. All service plans include core services.

Administrative Services We Offer:

• Community Liaison: (Centralized portal and phone support using your governing documents to provide clear, consistent answers that encourage community understanding)
• Compliance Care: ( Fair, consistent enforcement that explains the “why” behind rules to reduce community disputes.)
• Senior Association Manager Consulting: (Access to high-level consulting for complex strategic or governance issues at the stated hourly rate.)
• Professional Meetings: (Agenda prep, minutes, and facilitation)
• Registered Agent & Oregon Standing: Providing a physical address for SOS/REA filings to maintain “Active” status. Administrative only; we are not lawyers.

Maintenance/ Operations:

• Maintenance Essentials/ Reserve Liasson: Daily oversight and vendor coordination. Includes
• Project Management: Professional oversight for major capital projects.
• 24/7 Emergency Line: Response for after-hours physical emergencies.
• Emergency Planning: + Strategic disaster and safety planning.
• Professional Meetings: Efficient agendas, minutes, and facilitation.

Financial & AP:

• Financial & AP: Transparent accounting, portal access, and bill payment.
• Assessment Care: Professional handling of dues, Zelle tracking, and collections.
• Real Estate & Transfer Support: Professional processing of Resale Certificates, Escrow Demands, and Lender Questionnaires.
• Insurance Liaison: Coordinating data and renewals with your agent.

Additional Notes/ Comments

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