HOA Homefront: New Year’s resolutions for HOA service suppliers

This is the fourth and last installment of a collection on resolutions for HOA members, which beforehand addressed administrators, owners and managers.

As the affiliation’s service supplier, I resolve to:


Follow the Golden Rule: Treat others how I wish to be handled.


Give the affiliation one of the best proposal I can. If the affiliation’s request for proposal omits necessary components of the work, I’ll add these components to my proposal and disclose the proposed additional price now as a substitute of charging it later as an “extra.”

Tell the HOA in the event that they actually don’t want my companies proper now.

Disclose any cheaper (and probably much less worthwhile) alternate options they didn’t think about.

Explain my suggestions, and by no means inform them simply to “trust me.”

Promise solely what I do know I can ship.

Not search a contract of multiple 12 months in size except the work can’t be accomplished in lower than a 12 months.


Pursue skilled designations and attend seminars to maintain present.

Take CAI’s Educated Business Partner course to make sure my understanding of the distinctive wants and traits of widespread curiosity communities.


Promptly reply the board’s or supervisor’s questions.

Explain my firm’s expenses, taking no offense.

Take instruction solely from the supervisor or from the particular person designated by the contract as my level of contact.

Immediately alert administration if a house owner, even a committee chair or director, interferes with the work.

If any work exterior the contract turns into obligatory, I’ll in writing quote a value prematurely and can first receive written authorization.

Not try to carry out work exterior my experience and instantly advise the affiliation of further experience wanted.


Be courteous to all residents, being conscious that my work may sometimes be disruptive to them.

Provide common updates to the board and administration on main tasks.

Volunteer at no cost to attend occasional “town hall” conferences to replace the membership on the progress of main tasks.

Ensure that the work areas are clear and secure for residents on the finish of every workday.

Not begin work too early, nor finish it too late, to keep away from disturbing residents.


Not supply commissions or private incentives of any form to administrators or managers and can promptly refuse and speak in confidence to the board any requests for improper advantages from managers, administrators, or committee members.

Not give costly presents to managers or administrators.

Never give preferential therapy, free merchandise, or companies to administrators, and deal with all members equally.

Not advise or help anybody to maintain or attain a board seat and exhibit full neutrality relating to board elections. My private opinions on candidates will stay non-public.

If my firm has any enterprise relationship with the administration firm, I gained’t assume the supervisor disclosed it and I’ll promptly disclose it in writing to the board.


Always carry proof of staff’ compensation and legal responsibility insurance coverage and supply it with my proposal.

Alert the affiliation as quickly as potential in writing if work is requested that my firm is just not licensed or certified to carry out.Stand behind my firm’s work, promptly conceding and correcting any errors.

Lastly, observe the Golden Rule.

Kelly G. Richardson, Esq. is a Fellow of the College of Community Association Lawyers and Partner of Richardson Ober LLP, a California regulation agency recognized for neighborhood affiliation experience. Submit column inquiries to [email protected]