1. Research Management Groups
The first step in the selection process should be to determine the companies that you will request to submit
proposals. This is where you should gather information about the professionalism, company philosophy, and
experience of the firms and the individuals within the firm. This should be done first by speaking with a
principal of each firm and then requesting written information about the services they provide.
Evaluate the professionalism and commitment of the firms by asking them about the qualifications and experience of
the principal and staff. Do they belong to organizations such as The Community Associations Institute and the
California Association of Community Managers? These organizations offer certification and designation programs
that test the basic knowledge as well as the advanced management skills of Community Association Managers. For
more information on these programs see our
Professional Designations page.
The basic philosophy of the firm should be evaluated to determine if it matches that of your community. Questions
Does the management firm manage your association, or do they assist the Board and carry out their directives? In
other words does the Board set policy, or does the management firm dictate to you?
- What is the organizational structure of the company? Is it horizontal or vertical?
- What is the firm's commitment to Customer Service?
- What is the business environment at the firm? Visit the office and take a tour.
- What education does the firm provide for their staff and Board members?
What accounting systems are used? Is this the same system used for enforcement letters or does the company offer
a customizable database?
How many Associations does the Manager that would be assigned to your association handle? What are their sizes?
Are they condominiums or planned unit developments?
To evaluate experience, request information about the firm and the members of the management team.
- How long has the company been in the business of managing community associations?
How long have the principals been in the industry. What licenses, credentials, and designations do they hold?
What is their direct management expertise?
- What is the experience level of the management and homeowner services staff?