Prospective HOA/Condominium Client Questionnaire

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3227 NE 125th St. Seattle, WA

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Prospective HOA/Condominium Client Questionnaire

Please complete the following questionnaire to help us better understand your association's needs.

Welcome back! We found your previously saved form data.

* Required field

ASSOCIATION

Your Name *

Your Email *

Legal Name of Association *

Address *

How did you hear about us?

Let us know who recommended us

Pending Litigation?

Yes No

Cause (if Yes)

Date of Last Declarations and Bylaws Restatement

WUCIOA Compliant?

Y N Unsure

BOARD OF DIRECTORS

# of Board Members

Board meetings per year

When are meetings typically held?

When is the annual owner's meeting held?

Board Members:

1. Member Name

Position

2. Member Name

Position

3. Member Name

Position

4. Member Name

Position

5. Member Name

Position

BUILDING/PROPERTY

Year Built

Buildings

Floors

# of Residential Units

# of Commercial Units

# of Rented Units

Is it a Conversion?

Yes No

Is there a rental cap?

Yes No If yes, # of units:

Check all that apply:

Building Features

Common Area Parking Garage Outside Parking Resident Manager Elevator Fire Alarm

Association-managed units

AMENITIES

Amenities

MAJOR PROJECTS PLANNED WITHIN NEXT 3 YEARS

Major Projects

FINANCIAL

Fiscal Year End

Current Amount in Reserves

Average Monthly Dues per Unit

Number of Accounts > 60 Days Past Due

Special Assessments in last 3 years (years and amounts)

Special Assessments in next 3 years (years and amounts)

INSURANCE

Company

Agent

Any ongoing Association claims?

Date and reason for last claim

CURRENT MANAGEMENT COMPANY

Company Name

Number of Years Managing

Has Board provided notice of termination?

Y N

Preferred management transition date

Reason(s) you are searching for new management company

Other major areas of concern not listed above

PLEASE PROVIDE THE CURRENT VERSIONS OF THE FOLLOWING DOCUMENTS BY EMAIL

Documents Available

Most recent Resale Certificate, as defined
by RCW 64.34.400 (1), or ALL of the below: Reserve Study CC&Rs (Declarations (and all amendments),
Bylaws Certificate of Insurance Annual Budget Year-to-date Budget Financials Last 6 months of Meeting Minutes

3227 NE 125th Street
Seattle, WA 98125
(206) 283-6000
info@quorumrealestate.com

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