For management companies
Hiring & Evaluation6 min read

Standard vs. Add-On Services in HOA Management

Understand which services are typically included in a base management fee and which cost extra. Avoid budget surprises by knowing the difference before you sign.

Last updated: January 2025

Key Takeaways

  • Base management fees typically include financial reporting, assessment collection, vendor coordination, and board meeting support.
  • After-hours emergencies, extra meetings, large mailings, and project management are commonly billed separately.
  • Get every service explicitly categorized as "included" or "additional fee" in your contract.

What's Typically Included in the Base Fee

While every company defines their base package differently, these services are generally included in the monthly management fee:

  • Financial management: Monthly assessment billing, accounts receivable tracking, accounts payable processing, monthly financial reports, bank reconciliation
  • Board support: A set number of board meetings per year (usually 6-12), agenda preparation, meeting attendance, and draft minutes
  • Vendor coordination: Day-to-day management of existing vendor relationships, work order processing, routine maintenance coordination
  • Homeowner services: General inquiry response, online owner portal, assessment payment processing
  • Compliance: CC&R enforcement (routine violations), architectural request processing, basic record keeping
  • Reporting: Monthly management reports to the board, annual budget preparation

Services That Typically Cost Extra

  • Additional board meetings beyond the contracted number: $150-$350 per meeting
  • Annual meeting coordination: $200-$500 for preparation, setup, and attendance
  • After-hours emergency response: $50-$150 per call
  • Mass mailings: $0.50-$2.00 per unit for printing, postage, and handling
  • Lien processing: $200-$500 per lien filing
  • Year-end audit/tax coordination: $200-$500
  • Capital project management: 5-15% of project cost
  • Insurance claim coordination: Hourly rate or flat fee
  • Resale/refinance document preparation: $150-$400 per package
  • Legal coordination: Varies — some companies charge hourly for coordinating with the association's attorney
  • Reserve study coordination: $200-$400 for facilitating the reserve study process
  • Special project work: Hourly rate for non-routine requests (newsletter creation, website management, event coordination)

The key is getting this breakdown in writing before you sign. Ask each candidate to provide a complete fee schedule as a contract exhibit.

How to Negotiate Service Inclusions

Don't accept the standard package as fixed. Here's what experienced boards negotiate:

  • Include your actual meeting count. If your board meets monthly, negotiate 12 meetings into the base fee rather than paying extra for meetings 7-12.
  • Bundle mailings. If you send quarterly newsletters plus annual meeting notices, negotiate a mailing allowance into the base fee.
  • Cap project management fees. Instead of open-ended percentage-based project fees, negotiate a cap or convert to hourly rates for projects where the manager's role is limited.
  • Include annual meeting. This is a predictable annual event. It should be part of the base service, not an extra.

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