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 should include:
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
What is the firm's commitment to Customer Service?
What is the business environment at the firm? Visit the office and take a
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
How long have the principals been in the industry. What licenses,
credentials, and designations do they hold? What is their direct
What is the experience level of the management and homeowner services