Management company: guides and templates for owners, developers and residents
One set of criteria for three readers: the owners who choose or replace a manager, the developer who hands a new building over, and the residents who want to know whether the manager is doing its job. Pick your door, then your market. Everything is free, with nothing to sign up for.
Three doors, one checklist
The same criteria do three different jobs.
Choose or replace your manager
You are on the board or you own a flat, and you are choosing a manager or thinking of replacing the current one. Score every candidate on the same questions, send each one the same request for proposal and see what the law of your market says about changing a manager.
Choose your market ↓Hand over to a manager the owners will keep
You are handing a new building to a manager. The owners’ main criterion is independence from the developer, so the tender puts it first. Choose a manager the owners will want to keep, and make the handover clean.
Choose your market ↓Is your manager doing its job?
You live in the building and want to know whether the manager is doing its job. Twelve statements you can check without anyone’s permission, what you can expect and verify, and what to do if it does not hold.
Choose your market ↓
Pick your market
Each market has one page for every door, and the legal references on it are those of that market only.
Poland
The wspólnota mieszkaniowa under the Polish act on apartment ownership: who named the first manager and how owners can change it.
United States: Florida condominiums
Community association management under Florida condominium law (Chapter 718): turnover and the contracts the owners can cancel.
Germany and Austria
The Hausverwaltung of a WEG under the German condominium act: the term of an appointment and dismissal, with an Austrian section (WEG 2002).
Free templates to download
Word and PDF files, free and with no sign-up. Fill them in on screen or print them, and have a lawyer or notary read a template before you send it.
Poland
Request for proposal: management of a wspólnota mieszkaniowa
Tender: manager for a new wspólnota mieszkaniowa
Handover checklist: developer to manager
United States: Florida condominiums
Request for proposal: community association management services
Tender: management company for a new condominium
Turnover checklist: developer to association and manager
Germany and Austria
Request for proposal: Hausverwaltung of a Wohnungseigentümergemeinschaft
Tender: Hausverwaltung for a new Wohnungseigentümergemeinschaft
Handover checklist: developer to Hausverwaltung
Guides in other languages
The same three doors in the language of each market: choose or replace a manager, hand a building over, check the monthly report. Where the law of a market sets rules, the page quotes it; a page without a legal section says so.
Choosing, replacing or handing over a manager: questions
Which door is for me?
Take the first door if you are on the board or own a flat and are choosing or replacing a manager. Take the second if you are a developer handing a new building over. Take the third if you live in the building and want to check whether the manager is doing its job.
Do the scorecard and the templates work in any country?
The scorecard and the request for proposal work anywhere. The tender and the handover checklist can be used for other markets, but the legal references on each page are those of its own market: Poland, Florida condominiums or Germany with an Austrian section.
Are the templates free?
Yes. Every template is a free Word and PDF file with no sign-up. You can fill it in on screen or print it.
Is this legal advice?
No. It is general information. Laws change, and your contract and governing documents matter, so have a lawyer or notary check anything you act on.
Do the pages cover homeowners’ associations in other US states?
No. The US pages cite Florida condominium law (Chapter 718). Florida homeowners’ associations (Chapter 720) and other states have their own rules, which the pages do not describe.
Keep reading
Want your own manager to work this way?
Share this page with the manager you already have, or start free on one building and see the owner side yourself.