Request for Proposal

Clagett Management is uniquely qualified to serve your association’s needs and is a member of the Community Association Institute, an organization for management professionals. Our main asset is our excellent staff of managers who are service and people-oriented. Our experience in working with all the members of the association, not just the board, allows your organization to run smoothly and creates a sense of community within your association.

If you would like to request a proposal for community management services, please complete the form below, click the “Submit Form” button, and we will then contact you to prepare a proposal for your review and consideration. If you prefer, you may print the form and mail it to:

Thomas Clagett, Vice President
Clagett Enterprises, Inc.
7450 N. Market Street
Frederick, MD 21701


* = Required

Part 1. Name/Location

Association Name *

County *

Major Streets

Part 2. Contact Information

Contact Person *

Board Position

Email Address *

Telephone *

Mailing Address *

City *

State *

Zip Code *

Part 3. General Information

Number of Homes *

Style of Construction

Years of Construction

Association Type *

Fiscal Year End

Number of Board Members

Any current vacancies on the Board?
YesNo

If yes, for how long?

Board Meeting Frequency

Number of Committees

Please List Committees

Amenities (CTRL and click all that apply)

Other Amenities

Any employees of the Association?
YesNo

If yes, how many?

Can the clubhouse be rented-out?
YesNo

If yes, who handles the rental?

Part 4. Physical Property / Condition Assessment

How would you rate the physical condition of your property?

Buildings

Grounds

For Condominiums Only:

Style of Building

Style of Building

Are there elevators?
YesNo

Please list any shared utilities

Type of Roofs (CTRL and click all that apply)

Has a reserve study been done?
YesNo

If yes, when was the last study?

Are the reserves being funded per study recommendation?
YesNo

Is the Association involved in any litigation?
YesNo

Association Policies and Procedures:

Architectural Control Guidelines
YesNo

Collection Policy
YesNo

Assigned (Reserved) Parking
YesNo

Other - describe

Part 5. Vendors / Professional Services

Grounds Maintenance Company

How long? (years)

Snow Clearing Company

How long? (years)

Trash Collection Company

How long? (years)

Pool Management Company

How long? (years)

Patrol (Security) Company

How long? (years)

Legal Counsel

How long? (years)

Auditor

How long? (years)

Part 5. Other

What are your reasons for seeking management bids?

Please describe areas/issues needing management attention

What characteristics are you seeking in a management company?

What characteristics are you seeking in a Community Manager?

How did you hear about Clagett Management?

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