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Selecting a management company is a critical step that many community associations repeat at least once every 5 years, yet most community association volunteer Boards approach management transitions without a clear plan. While it is not entirely unreasonable to rely on the outgoing and incoming management companies to sort out their transition, that approach ignores the practical reality of almost all management changes: some things fall apart and it takes time to pick up the pieces. Most associations can benefit from professional assistance to coordinate management transitions.
Read Great Expectations: What to Expect from your Management Company to learn more about preparing for a management company transition and general management services expectations.
The Management Evaluation worksheet has two tabs and is intended to pair with the Example CIC Management RFP:
Management Evaluation - A standardized format to compare RFP responses and to evaluate your management company experience.
RFP Response Template - A standardized format to collect RFP responses.
MANAGEMENT EVALUATION & RFP CHECKLIST
MANAGEMENT EVALUATION & RFP CHECKLIST
Need some practical advice to understand a project?
Want a jump start to reinvigorate your governing documents?
Interested in gauging owner and resident satisfaction or increasing engagement?
Does service delivery from your management company meet all your expectations?
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