Fee Estimator Questionnaire

Thank you for your interest in Trestle Community Management. Please complete this questionnaire so we can better understand your community and its needs.

To save your progress or obtain a link for other Board Members, click Save and Continue Later at the bottom of the screen. If you have any questions, please call us at (425) 454-6404.

Hidden

Date(Required)

MM slash DD slash YYYY

Requestor Information

Requestor Name(Required)

Title(Required)

Email(Required)

Phone(Required)

General Information

Association Name(Required)

Location(Required)

Community Type(Required)

Additional Information(Required)

Year Built(Required)

Declarant Control Completed(Required)

Have Governing Documents Been Updated Since?

Number of Homes(Required)

Percentage of Rentals in Community

Management History

Is the Association Currently Professionally Managed?(Required)

Current Management Company Name(Required)

How Long Have They Managed the Association?(Required)

Reason for Leaving(Required)

Prior Management Company Name(Required)

How Long Did They Manage the Association?(Required)

Reason for Leaving(Required)

Reminder: to save your progress or obtain a link for other Board Members, click Save and Continue Later at the bottom of the screen.

Financial Information

Frequency of Assessments(Required)

Per Home Assessment Amount (if varied, provide average)(Required)

Current or Planned Special Assessment(s)(Required)

Yes

Reason for Special Assessment(Required)

Total of Special Assessment(Required)

Length of Special Assessment(Required)

Association Has Bank Loans(Required)

Yes

Bank Name(s)(Required)

Total Number of Bank Accounts(Required)

Average Number of Invoices Paid Monthly(Required)

The Association has a Current Audit(Required)

Yes

Name of CPA Firm

Number of Months of Assessments in Operating Account(Required)

Total Funds in Reserves(Required)

Percentage Funded Per Reserve Study(Required)

Copy of Current Reserve Study

Max. file size: 10 MB.

Number of Delinquent Homeowners(Required)

Total Delinquency Balance(Required)

Current Financial Preparation(Required)

Accrual Accounting

Cash Accounting

Most Recent Financial Statement

Max. file size: 10 MB.

Service Preferences

How Did You Hear About Trestle?

Desired Management Transition Date(Required)

MM slash DD slash YYYY

Preferred Service Level(Required)

Full Management

Management On-Demand

Financial Only

Financial Report Frequency(Required)

Monthly

Quarterly

Other

Management Report Frequency(Required)

Monthly

Quarterly

Other

Site Walkthrough Frequency(Required)

Monthly

Quarterly

Other

Trestle to Prepare the Budget(Required)

Yes

Trestle to Coordinate the Reserve Study(Required)

Yes

Trestle to Coordinate the Annual Audit(Required)

Yes

Trestle to Coordinate the Tax Return(Required)

Yes

Reminder: to save your progress or obtain a link for other Board Members, click Save and Continue Later at the bottom of the screen.

Association Administration

Number of Board Members(Required)

Average Tenure(Required)

Number of Meetings Per Year (Inc'd Annual and Budget Ratification)(Required)

List Any Active Committees(Required)

How Well Does the Board Work Together?(Required)

What Are Homeowner Impressions of the Board?(Required)

Assets and Amenities

Association Owns and/or Rents Units(Required)

Yes

Number of Homes(Required)

Onsite Amenities (Select all that Apply)(Required)

Clubhouse

Fitness Center

Swimming Pool

Spa

Elevator

Access Control (Gates, Parking, Bldg. Entry, etc.)

Park

Onsite Staff (Manager, Maintenance, etc.)

Other

Describe

Additional Information

Major Projects Expected in the Next 2 Years(Required)

Yes

Describe(Required)

Insurance Claims in the Last 2 Years(Required)

Yes

Describe(Required)

Legal Issues Outside of Collections in the Last 3 Years(Required)

Yes

Describe(Required)

Association's Attorney

Other Comments and Information