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RFPs That Protect
Every major HOA or condo project starts long before the contract is signed.
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YouTube: https://youtu.be/PlAaUJTcYAU
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It starts with the RFP—and when it’s done wrong, everything that follows can fall apart.
In this practical, real-world session, we break down how to structure a Request for Proposal that protects your association, creates true “apples-to-apples” bidding, and reduces the risk of disputes, delays, and budget overruns.
From scope of work and vendor instructions to insurance requirements, timelines, and change orders, this discussion highlights what boards and managers must get right before the first bid ever comes in.
You’ll also hear why poorly written RFPs lead to confusion, legal exposure, and project failure—and how a well-structured process can defend board decisions when they’re challenged.
WHAT YOU’LL LEARN
• Why the success of your project depends on the RFP
• How to define scope of work to eliminate disputes
• Why “apples-to-apples” bidding is critical
• The real risk of relying on AI instead of professionals
• How timelines, delays, and accountability should be structured
• What causes change orders—and how to minimize them
• Why insurance requirements can dramatically impact pricing
• The role of engineers, attorneys, and insurance advisors
• How to properly evaluate vendors and qualifications
• Payment structures, retainage, and lien protection strategies
CEU INSTRUCTIONS
To qualify for CAMICB CEUs, please follow the on-screen instructions that appear during the video. These instructions will be displayed within the first 10 minutes of the program, so please watch carefully.
To receive CEU credit, you must use the “Question” feature and respond to all three CAMICB checkpoints during the program. If these steps are not completed, we will not be able to submit your participation to CAMICB for credit.
Please allow up to five days to receive your CEU confirmation.
PANEL
Raymond Dickey • www.AssociationHelpNow.com
Gregg V. Gerelli • Gerelli Insurance Agency, Inc. • [email protected] • www.gerelli-insurance.com
Cory Kravit, Esq. • Kovitz Shifrin Nesbit • [email protected] • www.ksnlaw.com
John LaGumina, Esq. • The LaGumina Law Firm, PLLC • www.laguminalaw.com • [email protected]
David Byrne, Esq. • Ansell Grimm & Aaron, PC • [email protected] • www.ansell.law]
David Chesky, R.S., P.R.A. • Falcon Engineering • [email protected] • www.thefalcongroup.us
WATCH / LISTEN
YouTube Channel: www.youtube.com/@AHNData/videos
Podcast: https://www.buzzsprout.com/2565449
Hosted by AssociationHelpNow® | Practical insights for managers and boards who live this every day.
This content does not constitute professional advice.
#HOA #CondoAssociation #PropertyManagement #CommunityA
View all episodes
By Raymond DickeyEvery major HOA or condo project starts long before the contract is signed.
=======
YouTube: https://youtu.be/PlAaUJTcYAU
=======
It starts with the RFP—and when it’s done wrong, everything that follows can fall apart.
In this practical, real-world session, we break down how to structure a Request for Proposal that protects your association, creates true “apples-to-apples” bidding, and reduces the risk of disputes, delays, and budget overruns.
From scope of work and vendor instructions to insurance requirements, timelines, and change orders, this discussion highlights what boards and managers must get right before the first bid ever comes in.
You’ll also hear why poorly written RFPs lead to confusion, legal exposure, and project failure—and how a well-structured process can defend board decisions when they’re challenged.
WHAT YOU’LL LEARN
• Why the success of your project depends on the RFP
• How to define scope of work to eliminate disputes
• Why “apples-to-apples” bidding is critical
• The real risk of relying on AI instead of professionals
• How timelines, delays, and accountability should be structured
• What causes change orders—and how to minimize them
• Why insurance requirements can dramatically impact pricing
• The role of engineers, attorneys, and insurance advisors
• How to properly evaluate vendors and qualifications
• Payment structures, retainage, and lien protection strategies
CEU INSTRUCTIONS
To qualify for CAMICB CEUs, please follow the on-screen instructions that appear during the video. These instructions will be displayed within the first 10 minutes of the program, so please watch carefully.
To receive CEU credit, you must use the “Question” feature and respond to all three CAMICB checkpoints during the program. If these steps are not completed, we will not be able to submit your participation to CAMICB for credit.
Please allow up to five days to receive your CEU confirmation.
PANEL
Raymond Dickey • www.AssociationHelpNow.com
Gregg V. Gerelli • Gerelli Insurance Agency, Inc. • [email protected] • www.gerelli-insurance.com
Cory Kravit, Esq. • Kovitz Shifrin Nesbit • [email protected] • www.ksnlaw.com
John LaGumina, Esq. • The LaGumina Law Firm, PLLC • www.laguminalaw.com • [email protected]
David Byrne, Esq. • Ansell Grimm & Aaron, PC • [email protected] • www.ansell.law]
David Chesky, R.S., P.R.A. • Falcon Engineering • [email protected] • www.thefalcongroup.us
WATCH / LISTEN
YouTube Channel: www.youtube.com/@AHNData/videos
Podcast: https://www.buzzsprout.com/2565449
Hosted by AssociationHelpNow® | Practical insights for managers and boards who live this every day.
This content does not constitute professional advice.
#HOA #CondoAssociation #PropertyManagement #CommunityA