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Free Resource
Compare vendors objectively across 6 weighted categories with 18 scoring criteria. Includes a red flag checklist and board decision section. Download the Word file and score your next vendor bids.
Download Scorecard (.docx)Competitive pricing, transparency, value for scope
HOA experience, licensing, years in business
General liability, workers comp, license bond
HOA references, online reviews, complaint history
Response time, communication clarity, named contact
Termination clause, scope clarity, renewal terms
Red Flags Checklist Included
8 warning signs that should give your board pause before signing a vendor contract, from missing insurance to pressure tactics.
The scorecard compares up to 3 vendors side by side. Having multiple bids gives you leverage and reveals market pricing.
Have each board member score vendors separately before comparing. This prevents groupthink and surfaces concerns.
Go through the red flag checklist for each vendor. A single red flag does not disqualify a vendor, but multiple flags should give pause.
Use the board decision section to record the motion, vote, and selected vendor. This protects the board if questions arise later.
Our managers handle vendor sourcing, bid comparison, and contract negotiation for every community we serve.