Expanded Managing Agent Conflict-of-Interest Disclosure
First and foremost, there are still many ethical HOA management firms and professionals.
The goal of CASA Alliance is not to damage management–board relationships, but to help prevent problematic practices from becoming normalized through unclear disclosures, inconsistent contract language, or lack of board awareness.
As the industry evolves—through consolidation, roll-ups, and expanding partnerships with financial institutions, technology firms, and private equity/venture capital - new revenue models and incentive structures are increasingly common. Some may be appropriate. Some may not be. But in a fiduciary environment, the core issue is transparency: clear, plain-language disclosure and informed board consent.
This is the Expanded Disclosure Template, built from - and significantly more detailed than the Short Form. It includes deeper questions, documentation requests, and disclosure prompts intended to help boards and homeowners identify where hidden or non-obvious fees, incentives, revenue-sharing arrangements, or financial relationships may exist. Used properly (and in coordination with independent HOA legal counsel), it can help boards ask better questions, reduce avoidable costs, and strengthen procurement and oversight practices over time.
Many of these arrangements are widely discussed within the industry as “standard” and often described as legal and ethical - if disclosed. CASA’s position is simple: if a practice is lawful and ethical, it should be clearly disclosed in easy-to-understand contract language or written disclosures, supported by documentation when appropriate.
This Expanded Disclosure retails for $20. For a limited time, CASA is offering introductory pricing of $6 to help more board members, homeowners, and even well-intentioned managers better understand the current landscape and improve transparency.
Disclaimer: This material is informational and educational only and does not constitute legal, accounting, or financial advice. CASA Alliance is not a law firm. Boards should consult independent legal counsel regarding their specific circumstances.
