For your board
Better questions.
Better decisions.
Practical starting points for evaluating management, understanding financial reports and organizing a change.
Questions to ask your next manager
Who handles our community?
Ask who your primary contact will be, how work is covered during absences and how the board raises an unresolved issue.
What is included in the fee?
Ask for the scope, visit frequency, meeting attendance and a schedule of additional charges. Compare the same responsibilities across proposals.
What will our financial reports show?
Request a sample reporting package and ask how invoices are approved, bank accounts reconciled and delinquent accounts reported.
How will the transition work?
Ask for a timeline, a records checklist and the responsibilities of the board, outgoing company and incoming manager.
How do homeowners get help?
Ask about communication channels, payment access, architectural requests and the process for urgent issues.
Before requesting a proposal
- Community name, location and number of homes or units
- Current budget and assessment schedule
- Amenities, vendors and maintenance responsibilities
- Current management scope and contract timeline
- The three improvements your board most wants to see
Common questions
Do we have to choose full management?
No. HOA Partner offers full-service, financial, virtual and hybrid arrangements. We will discuss which responsibilities your board wants to retain.
Can you help an association that is currently self-managed?
Contact us with your location, community size and priorities so we can discuss availability and the level of support that fits.
Does the management company make the board’s decisions?
The board governs the association. Management supports administration and carries out authorized work within the agreement.
Do you manage rental properties?
No. HOA Partner focuses on community associations, rather than rental or commercial property management.
A better next chapter
Let us talk about your community.
Tell us what your board needs. We will help you explore a management approach that fits.
