Change Your Manager to City HOA Management ! 925-466-2200

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Once you know how to change your HOA management company and a transition or a significant change occurs, maintaining smooth operations, continuing ongoing projects, and staying on track with goals can be difficult. It’s essential that your new management team makes every effort to work with your current company and your association to ensure a professional, seamless transition. 

CITY HOA MANAHEMENT PROPOSAL  OR REQUEST FOR PROPASAL

An RFP (Request for Proposal) for an HOA is a document that outlines specific needs and requirements for a service or project, and solicits proposals from vendors to meet those needs. It's a way for the HOA board or community manager to clearly communicate their desires to prospective service providers. 

The proposal, allows the potential management company to interview the board. With the information provided in the RFP, the management company can more accurately identify how they can best serve your community.

To get the most out of your RFP, be as detailed as possible and include:

• The basics. Total number of homes and type of community (townhome, condo, single-family)
• List of amenities. Pool, clubhouse, gates, deeded parking, etc. 
• Board information. How frequently you meet and the number of board members
• Assessment information. Are assessments billed monthly, quarterly, or annually?
• The board’s expectations. Be transparent about your management strategy

An HOA management agreement is a legal contract outlining the terms of a property management company's services for a homeowners' association. It typically includes details like the scope of services, fees and payments , term and duration, termination clauses, liability protection, legal parties, financial management, accounting, vendor coordination, and support to BOD attending HOA meetings.  Details of the management fee, additional charges for specific services, and payment schedules. Defines the roles and responsibilities of both the HOA and the management company, Insurance and Liability: Specifies insurance requirements and how liability issues will be handled. Conflict Resolution, and Compliance with relevant laws and regulations.  

This process involves reviewing financials, governing documents, CC&Rs, and past minutes . It also involves assessing vendor contracts and scopes of services while collecting all homeowners’ fees and balances, performing vendor walks, and hosting a meet-and-greet. To keep the association running as it should, divide transition duties into actionable steps: