A community association call scorecard, 100 points.
Points are illustrative, so fit them to the governing documents, the management agreement, and the emergency routing each association approved.
| Criterion | Observable behavior | Points |
|---|---|---|
| Caller and unit identified | Confirms the caller's name, the association, and the unit or lot on the account | 15 |
| Request captured | Records what the owner asked for in enough detail to act on without a callback | 20 |
| Urgency assessed | Asks the association's questions for water, fire, gas, or gate access before routing | 15 |
| Governing document answer | Answers rule, fine, and assessment questions from the association's current documents | 15 |
| Work order created | States that a work order or case was opened and gives the owner its number | 15 |
| Board routing | Sends architectural, violation, and appeal matters to the board or committee path in the documents | 10 |
| Closing | Repeats the callback number and states when the owner will hear back | 10 |
| Total | 100 |
Illustrative review flags
- A rule, a fine amount, or an assessment figure stated to an owner with no reference to the governing documents
- A report of water intrusion, a gas odor, or a fire hazard left without the association's emergency routing
- A call that ended with a promise of action and no work order or case created