This policy template helps a homeowners association set a consistent process for qualifying vendors before work begins. It covers license verification, insurance documentation, relationship disclosures, management duties, board oversight, emergency work, and periodic review.
What the policy covers
- Checking the contractor’s license status and classification for the planned work
- Collecting insurance certificates, endorsements, and policy exclusions
- Keeping a vendor compliance file with contracts and business information
- Requiring a managing agent to report lapses and disclose vendor relationships or referral fees
- Documenting board responsibilities and emergency work procedures
The template includes adoption and signature lines. Review the requirements with your association’s counsel and insurance professional before adopting the policy, and adjust them for your state, governing documents, and vendor work.
For educational and informational use only. This form is not legal advice or a substitute for legal services. Before adopting it, check your association’s governing documents, CC&Rs, and applicable state statutes, and consult qualified counsel.
