DEMO · made-up member · read-only

Daniel R. Whitfield, P.E.

Professional Services: Attorneys, CPAs, engineers, reserve specialists, architects and mediators.

Why this saves time (an illustration)

This member has 41 answers on file. If 6 forms a year (bids, renewals, packets, directory) each asked for them, that is about 246 answers typed by hand, roughly 2.7 hours at 40 seconds each. With the vault they are typed once and checked once.

Estimate based on the stated assumptions, not a measured result.

Verified once, trusted again

10 of 11 key answers carry a CPI Verified mark with who checked and when. A board or partner can rely on the mark instead of chasing the same papers again, and the vault flags end dates before they run out.

Start a real Professional Services profile Other demos

What is still open (3)

Do a little at a time. CPI staff can help with any of these: just call or email.

Due soon: Licence end date (Your practice)
Next one due within 90 days: Date you finished the continuing education for this licence cycle (Florida rules for vendors (ResultsIntell CPI))
Needs a check: Reference 2: association client (name, community or company, phone or email) (Fair dealing) — proof: CPI staff call or email confirms the reference

1. Who you are

Why we ask: The basics every form asks first. Enter them once here.

Reused for: Every request form, directory listing, invoice and certificate.

Your full legal name(needed)

Other name you go by (if any)(optional)

Main contact person(needed)

Their title or role(optional)

Contact email(needed)

Contact phone(needed)

Mailing address(needed)

City(needed)

State(needed)

ZIP code(needed)

County(needed)

Website(optional)

Logo (company or association)(optional)

A PNG, JPG or WebP picture, up to 5 MB. You can change it any time.

Photo of the main contact person(optional)

A clear head-and-shoulders photo helps boards and vendors know who they are talking to.

Who referred you to CPI? (their name)(optional)

✔ Confirmed CPI member: Paul Hindelang · CPI team / member account

Start typing a name. If that person is already a CPI member, pick them from the list to confirm it.

Best ways to reach you(needed)

Anything that helps us talk with you (large print, hearing, best hours)(optional)

2. Your practice

Why we ask: Boards need to know you are licensed for the work they need.

Reused for: Board decision packets, education sessions and the directory.

Profession(needed)

Firm name(needed)

Licence or credential number(needed)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027

CPI checks this with: Licensing board lookup.

Licensing board and state(needed)

Licence end date(needed)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027Due within 60 days

CPI checks this with: Licensing board lookup.

Years in practice(needed)

About how many associations you serve(needed)

What you help associations with(needed)

3. Professional insurance

Why we ask: Associations rely on your advice. Show it is backed.

Reused for: Engagement letters and annual reviews.

Professional liability (E&O): insurance company(needed)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027

CPI checks this with: Certificate of insurance (COI).

Professional liability (E&O): limit per claim(needed)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027

CPI checks this with: Certificate of insurance (COI).

Professional liability (E&O): policy end date(needed)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027

CPI checks this with: Certificate of insurance (COI).

4. Fair dealing

Why we ask: Say every hat you wear. Nobody writes a scope and bids on the same job.

Reused for: Automatic recusal checks on every bid.

Do you own or get paid by any vendor or manager? Do you sit on a board?(needed)

Would you volunteer to teach a CPI education session?(optional)

Reference 1: association client (name, community or company, phone or email)(needed)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027

CPI checks this with: CPI staff call or email confirms the reference.

Reference 2: association client (name, community or company, phone or email)(needed)

CPI checks this with: CPI staff call or email confirms the reference. Not checked yet.

5. Florida rules for vendors (ResultsIntell CPI)

Why we ask: Boards and managers now have to prove they checked you. Keep these current once, and every board can see it.

Reused for: Bid packets, the board's fair procurement file, renewal reminders and your Verified badge.

Please note: ResultsIntell CPI: education only, not legal advice. Laws and dates change. Confirm with your association attorney or licensing board.

Local business tax receipt end date (most counties and cities renew by Sept 30)(optional)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027

CPI checks this with: Business tax receipt.

Law: Florida Statutes Ch. 205

Date you filed your last Sunbiz annual report (due by May 1 each year)(optional)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027Next one due Apr 20, 2027

CPI checks this with: Sunbiz filing history.

Law: Florida Statutes 607.1622 and 605.0212

E-Verify for new hires (required for private employers with 25 or more employees)(optional)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027

CPI checks this with: E-Verify company ID page.

Law: Florida Statutes 448.095

Is any owner or worker related to, or paid by, a community manager or board member you work with?(optional)

Law: HB 1021 (Florida Statutes 468.4335): ties must be disclosed; contracts over $2,500 need more than one bid

I will not offer gifts, kickbacks or payments to any manager or director(optional)

Law: HB 1021 and HB 1203: kickbacks can be a third-degree felony

If you do milestone inspections or SIRS: do you say in writing whether you will bid on the repairs?(optional)

Law: HB 913: without that notice the repair contract can be voidable

Date you finished the continuing education for this licence cycle(optional)✔ Verified by Paul Hindelang, Sep 15, 2026 · good until Sep 15, 2027Next one due Nov 1, 2026

CPI checks this with: CE certificates.

History of this profile

Every save, check and note is logged with the date and who did it. Answers themselves are not copied into the log.

Sep 16, 2026, 11:00 AM — Note (CPI staff: [email protected])Second reference has not answered yet. Licence renews Nov 30: remind him in October.
Sep 15, 2026, 10:00 AM — Verified an answer (CPI staff: [email protected])Licence or credential number — Board lookup: current, ends Nov 30, 2026
Sep 12, 2026, 12:45 PM — Saved changes ([email protected])Changed: Licence or credential number; Licence end date; Professional liability (E&O): insurance company; Reference 1: association client (name, community or company, phone or email); Reference 2: association client (name, community or company, phone or email); Type your full name to confirm these answers are true to the best of your knowledge
Sep 5, 2026, 9:00 AM — Profile started ([email protected])