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An HOA Board’s Checklist For
Vetting A Cleaning & Maintenance Vendor.

Most bad vendor relationships are decided before the first day of work — in a vague scope, a rushed bid comparison, or a contract nobody read closely. This is the checklist we’d hand a board in Polk County even if they hired someone else.

START HERE

Define the scope before you ask for a single price

This is the step boards skip most often, and it causes more disputes than anything else. If three companies are each guessing at what “clean the clubhouse” means, you are not comparing prices — you are comparing assumptions. Write the scope first, then send the same document to everyone.

A workable scope document does not need to be long. It needs to be specific about four things: what areas are included, what tasks happen in each area, how often each task happens, and who supplies what. Walk the property with a notepad and list every space a vendor might touch — clubhouse interior, restrooms, fitness room, mail kiosk, pool deck and furniture, dog park, playground surfacing, entry monuments, sidewalks, breezeways, trash corrals. For each one, decide whether it is weekly, monthly, quarterly, or as-needed.

Once you have that document, apples-to-apples comparison becomes possible. When bids come back, normalize them: convert everything to a monthly figure, then list what each vendor included and excluded. A bid that looks 30% cheaper usually is — because it dropped restroom frequency, excluded consumables, or left the pool deck out entirely. Ask every bidder to price the same scope, and if they want to propose an alternate approach, ask for it as a second, clearly labeled option.

PAPERWORK

Insurance, licensing, and tax documents

Collect these before work starts, not after an incident. A vendor who cannot produce them quickly is telling you something.

Certificate of insurance
Request a COI issued directly from the vendor’s insurance agent, not a photocopy from the vendor’s truck. Check that the policy is active, that the coverage dates cover your contract term, and that the named insured matches the legal entity signing your contract.
General liability
This covers property damage and third-party injury — a chemical mishap on a pool deck, a slip on a wet clubhouse floor. Ask your manager or association attorney what limit is appropriate for your community; do not assume the vendor’s default is enough.
Workers’ compensation
If a crew member is hurt on your property and the vendor carries no workers’ comp, the association can find itself pulled into the claim. If a vendor claims an exemption, ask for the exemption documentation and run it past your attorney.
Additional insured status
Ask to be named as an additional insured on the vendor’s general liability policy. It extends the vendor’s coverage to defend the association for claims arising from the vendor’s work. It costs the vendor little and is a normal request — pushback here is a flag.
Licensing
General cleaning and janitorial work is often licensed at the local business-tax level rather than the state trade level, but any specialty work — electrical, plumbing, pressure washing with reclaim requirements, pest control, pool chemical handling — may require a specific license or a licensed subcontractor. Ask which portions are self-performed and which are subbed out, and get the sub’s credentials too.
W-9 and 1099 handling
Get a signed W-9 before the first payment so your manager or bookkeeper can issue a 1099 correctly at year end. Confirm the entity type and that the name on the W-9, the COI, the contract, and the invoices all match. Mismatches create real headaches in an audit or a turnover review.

Set a calendar reminder for policy expiration dates and require the vendor to send updated certificates automatically. Coverage that lapsed in month seven of a twelve-month contract is a problem nobody notices until it matters.

DUE DILIGENCE

References, site walks, and who actually shows up

Ask for references from communities that look like yours — similar size, similar amenities, similar service frequency. A vendor whose entire portfolio is 400,000-square-foot office towers may be excellent and still be a poor fit for a clubhouse, two restrooms, and a dog park. Call the references and ask specific questions rather than “are you happy?”

Insist on a site walk before any bid is submitted. A vendor who prices your property from a satellite image and a square-footage number will discover surprises later, and those surprises become change orders. During the walk, notice whether they ask about clubhouse rental frequency, pool bather load, dog park usage, playground mulch or surfacing, and where the water and electrical access points are. Good questions during a walk are the single best predictor of a smooth first ninety days.

Then ask the question that separates vendors: who supervises the crew? Find out whether an owner or supervisor inspects the property, how often, and whether that person is reachable directly. Smaller local operators often have an advantage here because the person who bid the job is the person who walks it. Larger firms can absolutely deliver, but you want to know the name and phone number of the human accountable for quality, not a general dispatch line.

On personnel: ask what background screening the vendor performs, whether crews wear identifiable uniforms or badges, and whether the same team services your property each visit. Residents notice unfamiliar people in the clubhouse. Key and fob control deserves its own paragraph in the contract — how many keys or fobs are issued, to whom, how they are stored, what happens when an employee leaves, and how quickly they are returned at contract end. Ask for written notice within a set number of days when a keyholder departs.

THE CONTRACT

Terms worth reading twice

Term length. A one-year initial term with an option to renew protects both sides. Multi-year agreements can be fine when priced well, but avoid automatic evergreen renewals unless the notice window is generous and clearly stated.

Termination. Look for a termination-for-convenience clause with a reasonable notice period — thirty days is common — plus a shorter cure-and-terminate path for material failure. A contract you cannot exit is a contract that stops improving.

Scope change process. Require written authorization for any work outside the scope, with a price agreed in advance and a named board member or manager empowered to approve. Verbal add-ons at the property level are how budgets get blown.

Price escalation. Expect increases over a multi-year relationship — labor and supply costs move. What you want is predictability: a stated cap, a stated notice period, and a written justification. Silence on escalation is not the same as a price freeze.

Communication and reporting. Define the response window for routine and urgent requests, who the single point of contact is on each side, and what documentation you receive. A short monthly service report with dates, tasks completed, and photos of any issues found is reasonable and cheap to produce.

Subcontracting and assignment. State whether the vendor may subcontract, and require notice if they do. Also address what happens if the company is sold.

Have your association attorney or community association manager review the final agreement and confirm any bidding, disclosure, conflict-of-interest, or approval requirements that apply to your association. Requirements vary by association type and governing documents, and nothing in this guide is legal advice — use it to prepare good questions, then get them answered by your professionals.

FLORIDA REALITIES

Seasonal work and amenity-specific planning

Central Florida communities use their outdoor amenities year-round, which changes the maintenance math. Pool decks, playgrounds, dog parks, and pavilions see steady traffic through what other states treat as the off-season, so “seasonal” here usually means weather-driven rather than usage-driven.

Build storm planning into the agreement before you need it. Decide in advance how post-storm debris cleanup is priced — hourly, by crew day, or by unit — and who has authority to authorize it when the board cannot meet quickly. Ask about pre-storm tasks too, like securing pool furniture, trash receptacles, and signage. After a hurricane, every vendor in the county is booked, and existing clients with a written plan get served first.

Finally, right-size the vendor to the community. A small association with a clubhouse, two restrooms, a pool deck, and a dog park is often better served by a company that specializes in exactly that size of work than by one where the account is too small to earn attention. Ask any bidder plainly where your contract would rank in their book of business.

FAQ

Questions boards ask us

How many bids should an HOA board collect?

Three is the practical standard for most communities — enough to establish a real price range without dragging the process out for months. Check your governing documents and ask your manager or association attorney whether your association has its own bidding requirements based on contract size.

What does “additional insured” actually do for the association?

It extends the vendor’s general liability policy to cover the association for claims arising out of that vendor’s work, so the association’s own policy is not the first line of defense. It is a routine, low-cost request, and most established commercial vendors handle it without hesitation.

Should we always take the lowest bid?

Only after you have confirmed all three bids cover the identical scope, frequency, and consumables. A low number often reflects reduced frequency or excluded areas rather than better pricing, and the gap resurfaces as change orders within the first few months.

How do we handle work that falls outside the contract?

Put a written change-order process in the contract: any out-of-scope work requires advance written approval and an agreed price from a specific named person. That single clause prevents most budget surprises and most end-of-year disputes.

What should we ask about the people entering our clubhouse?

Ask what background screening is performed, whether crews are uniformed or badged, whether the same team services your property each visit, and exactly how keys and fobs are issued, stored, and returned. Require prompt written notice whenever a keyholder leaves the company.

How often should we rebid a cleaning contract?

Reviewing the market every two to three years is reasonable, but rebidding solely to chase a lower number often costs more in transition problems than it saves. If the current vendor is performing and pricing fairly, a scope review at renewal is usually more valuable than a full rebid.

TALK TO US

Want a straight bid on your community?

Deeman’s Property Maintenance and Cleaning is based in Winter Haven and serves communities throughout Polk County. We’re licensed and insured, nine years in business, and we focus on the smaller jobs that bigger firms tend to overlook — clubhouses, common areas, restrooms, dog parks, playgrounds, and pool areas. We’ll walk your property, bid the scope you wrote, and tell you plainly what is and isn’t included. Call (863) 812-8303 or send us your scope document.

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