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A Sample RFP for Your HOA CPA Candidates

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KEY CONTACTS AT OUR ASSOCIATION The following is a list of key community association contacts that are available for questions in regard to this RFP. For consistency, all information and/or questions will also be relayed to other bidders involved in this process. • Community manager [INSERT TITLE, NAME, AND CONTACT INFORMATION] • Bookkeeper [INSERT TITLE, NAME, AND CONTACT INFORMATION] • President [INSERT TITLE, NAME, AND CONTACT INFORMATION] • Treasurer [INSERT TITLE, NAME, AND CONTACT INFORMATION] • Other [INSERT TITLE, NAME, AND CONTACT INFORMATION] CURRENT CPA SERVICE PROVIDER FOR OUR ASSOCIATION During the past [##] years, our association has used the services of [INSERT NAME OF CURRENT CPA]. However, we are seeking bid proposals currently because [INSERT REASONING FOR BID PROPOSAL]. Contact [CAN OR CANNOT] be made with the prior CPA provider. Disclaimer: If contact can be made with the current provider, list the contact's name, address, phone number, and email.

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