01Access points and common areas
Document each lobby door, vehicle gate, elevator bank, mail area, loading point, amenity space, and boundary with public access. Note the normal hours, responsible party, and existing house rules for each location. This lets an association ask prospective providers how their proposed procedures align with resident, visitor, vendor, and emergency access needs.
02Board governance and documentation
Build a clear decision record before requesting proposals. Include the association’s operating rules, management contacts, incident-reporting expectations, budget approval path, and any committee review. Ask how observations would be documented, who would receive routine reports, and how confidential information would be handled. This helps the board compare scopes on the same practical terms.
03Resident experience and escalation
Define what staff should observe and report, which management contacts are authorized, and when a situation should be referred to emergency services. Review a proposed escalation path against the association’s rules and privacy expectations. Do not assume a response time, staffing level, or equipment arrangement; request the specific terms and limitations in writing.
04Proposal scope and responsibilities
Request an itemized proposal that identifies the site areas, proposed schedule, duties, supervision, reporting, pricing assumptions, and exclusions. Ask the vendor to state applicable credentials, insurance information, geographic availability, and any subcontracting in its own response. The association should confirm these details before selecting a provider or presenting a recommendation to owners.