Short Form Managing Agent Conflict-of-Interest Disclosure Form
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.
This is the Short Form Conflict-of-Interest Disclosure Template - an awareness-level disclosure framework designed to help HOA boards and homeowners begin identifying financial relationships, incentives, and affiliations that may influence management recommendations.
The Short Form focuses on high-level yes/no disclosures and is intended to:
- Introduce boards to the types of revenue models and incentive structures that now exist in the industry
- Help boards recognize where additional transparency may be needed
- Serve as a starting point for discussions with independent HOA legal counsel
For boards seeking deeper documentation, accounting, and exhibit-level detail, CASA also offers an Expanded Disclosure Template.
Retail price for the Short Form is $10. For a limited time, it is available free as a launch offering to encourage awareness and education.
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.
Review the template; consult independent HOA counsel; counsel adapts as needed; send to managing agent Owner/Principal and CFO for written disclosure.
For managing agents - if none of these arrangements exist, completion should take just a few minutes. If they do exist, transparency requires documentation and a desire to disclose anything that has been hidden either through failure to disclose or through vague contract language.
These templates are the result of extensive industry experience, independent research, and substantial time spent developing practical, board-focused disclosure frameworks.
They are being offered at a deliberately low cost because CASA Alliance believes access to transparency tools is more important than profit.
Purchasers are granted a non-exclusive license to use these materials within their own association and to share them with their association’s legal counsel.
Please do not publicly redistribute or republish these documents.
HOA attorneys may adapt these templates for client use, provided any modified version includes a disclaimer noting that the original framework was developed by CASA Alliance and that the document has been modified from the original.
