Request for Proposal
${association_name}
${date}

Organization Details

Association Name: ${association_name}

Type: ${association_type}

Units: ${association_units}

Proposal Stage: ${proposal_stage}

Proposals Due By: ${due_date}

Contact Details

Name: ${contact_name}

Role: ${role}

Phone: ${phone}

Email: ${email}

Mailing Address: ${mailing_address}

Association Details

Property Description:
${property_description}

Service Level Requested: ${service_level}

Estimated Switch Date: ${switch_date}

Property Location:
${property_address}

Operational Details

Board Meeting Frequency: ${meeting_frequency}

Board Members (# of): ${board_size}

Assessment Billing Frequency: ${assessment_frequency}

Criteria & Questions

Criteria / Question	Response (Please respond to each item)
Number of years in business?
Is your business publicly traded?
Full legal name of company
Provide company missions and principles
Is your company a BBB member?
How many days notice is required for termination?