HOA management RFP template

A complete request for proposal your Board can send on its own, built from what actually differentiates management companies rather than what is easy to ask.

What is in it

Community profile and scope of services worksheet
The three-state scope declaration: included, extra with a price, or not offered
A full ancillary and a la carte fee schedule table
Staffing questions, including the named manager’s portfolio load
Contract terms: escalator, cap, notice window, auto-renewal, termination
Financial reporting: delivery day, contents, accountant review
Technology and data portability on exit
Reference request language and a scoring sheet

The questions Boards leave out

How many other communities will our assigned manager carry
What was your manager turnover rate last year
Are your response-time commitments contractual or aspirational
What day of the month do financials arrive, and who reviews them
What does it cost us to leave, and can we take our data
How often is your fee schedule updated

Every one of these is a required field in a BoardMatch proposal.

Download the RFP template

Free. No bid is started, and no company is contacted.

See how a template compares to the alternatives

Start with what you already know.

You know your unit count. You know what your current management does well and what it does not. That is enough to begin.

Get Matched Download the RFP template

Free for Boards. No calls until you ask.