Resources & Documents

The full CPI value proposition in one document: communities, vendors, and the directory side by side, the four honest revenue lanes, a completed example showing all three lanes at once, and the firewall that keeps every lane separate. Nobody pays to win.

For contractors and service vendors: what you get, the Free / Verified / Professional levels and pricing, a completed approved-vendor example, and why a verified profile wins work on merit — never by who you know.

For HOA & condo boards, CAMs, and CABs: the deliverables, the Community / RFQ / Full Procurement levels and pricing, a completed procurement example, and why a documented, merit-based process protects every board decision.

For brokers, connectors, and specialty professionals: directory deliverables, the Listed / Verified / Featured levels and pricing, a completed listing example, and how the directory stays structurally separate from procurement scoring.

A 4-page board-facing brochure on the Verified Community Record: what a verified, documented record of your community looks like, why it prevents the obvious with today's records, and how it protects every board decision. Educational, not legal advice.

A complete walk-through of the vendor application, covering all three membership levels — Free, Verified, and Professional. Explains every field: business details, license and insurance, service categories, counties served, and what proof to upload.

A full guide for homeowner associations and community managers — property specifications, insurance, landscape, roofing, security & TV, utilities, HVAC, and more. Explains every section so your board can gather the right information before applying.

For those who want to represent CPI in the field. Explains the agency ladder (Advocate, Agent, Driver, Licensee), the fields on the agent application, and how the agency role stays separate from vendor and board membership.

For other professionals who belong in the CPI network directory — brokers, connectors, and specialty trades. Explains every field and the directory listing levels (Founding Reservation, Listed, Verified, Featured).

The foundation of every RFQ, renewal and inspection: buildings, amenities, infrastructure, reserves (FL milestone / SIRS, MI reserves), hazard facts, materials rules, budget, bid process, and board-approved sharing toggles. Private by default.

Service-by-service specifications: turf, irrigation, trees, lakes, pools, paving, pressure washing, roofing, guard and security technology, TV / internet, snow and senior-living systems. Fill in only what you plan to bid.

Licensing (FL DBPR, MI LARA), roof systems, product approvals, warranties, materials sourcing and records, and adjacent trades such as gutters, sheet metal, waterproofing and solar removal.

Pesticide and fertilizer licensing (FL FDACS, MI MDARD), turf, irrigation, trees, lakes, paving, snow, materials and equipment records, and adjacent grounds services.

Guard, alarm, access control and cameras, plus bulk TV, satellite (including DIRECTV AEP) and AV: licensing, equipment standards, closeout records and adjacent systems.

Education and documentation only, firewalled from procurement: licensing, lines, appetite and the submission documents you want. CPI does not sell, place or recommend insurance and takes no referral fees. Draft for counsel review.

A sample vendor application filled in from start to finish, showing realistic entries for every field across all membership levels.

A sample community application filled in for a real-world style HOA, covering property specs, insurance, landscape, roofing, security, utilities, and HVAC.

A sample agent application filled in from start to finish, showing what a strong agency candidate submission looks like.

A sample directory candidate application filled in completely, showing realistic entries for a network connector or specialty professional.

The universal Request-for-Quote template. Sections 1–7 cover the community, the scope, timeline, insurance, and terms for any service; Section 8 adds ready-made blocks for Landscaping, Roofing, Security & TV, and an Other block you can adapt to any trade. Start here for every request.

The Master RFQ filled in for a realistic landscaping request — mowing, fertilization, irrigation, tree and palm care, and seasonal color — with example counts, frequencies, and pricing lines so vendors bid on exactly the same scope.

The Master RFQ filled in for a roof inspection and replacement request, including roof type, age, square footage, code items, and warranty expectations — so every roofer quotes the same code-compliant scope.

The Master RFQ filled in for security, camera, access-control, and bulk TV / internet services — with example device counts, coverage areas, and service levels so providers bid on a matching scope.

A deep-dive questionnaire that gets your community ready to request insurance quotes. Built from Citizens (Florida) and other carrier underwriting requirements — property values and appraisal, roof and wind-mitigation, prior claims, deductibles, flood, and reserves — so your association is quote-ready before agents get involved.

A rigorous, industry-aligned landscaping specification broken into service lines with production items, labor and equipment, and a pricing summary — so bids are complete, comparable, and nothing is left vague.

A two-part roofing template: Part A is a professional inspection report checklist; Part B is a code-compliant scope of work for repair or full replacement — tear-off, deck, underlayment, warranty, permits, and clean-up — aligned to current Florida Building Code.

A complete buy-side and sell-side due-diligence template. Part 1 is the universal core (financials, revenue quality, customers, people, licenses, equipment, legal, safety); Part 2 adds a trade-specific addendum for Landscaping, Roofing, HVAC, Security, or Other; Part 3 turns it into a valuation-inputs worksheet, buy-side red-flag and sell-side readiness checklists, and a deal-readiness score. Works in either direction — preparing your company to sell, or evaluating one to buy.

The short template a real, enrolled member fills in to share their story: three focused questions plus an open comment, their name, company or association, and county, and a clear choice of how they want to be credited — full attribution, first name only, or anonymous. Members can also submit it online once enrolled.

A board-facing guide to the 13 procurement tactics that exploit information gaps in HOA vendor selection — and how CPI's documented, merit-based process closes each one.

The intake form standard for boards initiating a CPI procurement — what information is collected, why, and how it feeds the scope definition and matching engine.

The documentation standard for vendor profiles on CPI: credentials verified, insurance reviewed, service capabilities mapped, and the data structure behind blind scoring.

The ASTM E2018-based assessment specification: all four tiers, credentialing requirements, IP ownership, data licensing, certification ethics, and the connection to RFQ generation.