Working With Contractors

Question 1

Before hiring a service provider, the condominium manager will need to confirm:

Answer 1

• When does the work need to be done?
• \What work needs to be completed?
• Does this work require specialized training, licensing, or certifications to complete?

Once this is confirmed, the condominium manager can begin to consider which contractors and trades will be needed to complete the required work.

Question 2

Request for proposals and obtaining quote

Answer 2

RFPs involve a four step process:
1. Discovery
2. Draft and issue RFP
3. Score and shortlist proposals
4. Select and contract winner
An RFP provides transparency and accountability, and helps you to find the vendor with the right skills and operational capacity that will help to ensure project success.

Question 3

A condominium manager associate should always request written approvals from the board and this direction can be issued in:

Answer 3

• Board meeting minutes
• Email approval from the board
• Board-signed estimate
• Board-signed contract
• Board-signed proposal
• Board-approved purchase order

Question 4

Establishing a process for requesting work, engaging contractors, and scheduling work is essential to ensure that all parties understand:
- Who is requesting the work
- What work is requested
- When the work is to commence
- Where to send invoices
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The location that work will be completed at