OMC directors’ guide • Updated October 2026
A practical plan for changing managing agent
Changing your OMC managing agent in Dublin should be an organised transfer of responsibilities, records and day-to-day services. Start with the existing agreement, a clear brief for the replacement agent and a handover plan that protects continuity.
This guide is for directors and members of Owners’ Management Companies responsible for shared areas in apartment or housing developments. It is different from an individual landlord changing letting agent.
The distinction matters: the OMC is the company responsible for the development’s shared management arrangements. The managing agent is the service provider engaged to carry out agreed tasks. Replacing the agent does not mean replacing the OMC.
1. Define what needs to improve
Write a short brief before seeking quotations. Separate recurring problems from one-off incidents and identify the outcomes the development needs. Examples include clearer financial reporting, an inspection schedule, better contractor follow-up or a reliable process for residents’ repair reports.
Record the development’s size, common areas, lifts, gates, landscaping and current maintenance commitments. List significant outstanding work. A replacement agent needs an accurate picture to quote for the actual job rather than a generic number of units.
Use the same brief for every provider. Compare the proposed work, the person responsible and reporting arrangements as well as price. Our block management service explains the core operational responsibilities.
2. Review the current appointment before setting dates
Find the signed Property Services Agreement and any amendments. Check its duration, renewal arrangements, notice provisions, termination process, outstanding fees and handover clauses. Do not assume every agent has the same notice period.
The PSRA provides guidance and specified Property Services Agreement forms. Its guidance says the agreement should identify the services and costs. Use the relevant signed agreement when reviewing an existing appointment.
Confirm who is authorised to act for the OMC under its governing documents and the applicable decision-making requirements. Record decisions and instructions properly. If the notice terms or authority to terminate are disputed, obtain professional advice before issuing notice.
A proposed start date should follow this review. Avoid promising a fixed switch date before the contractual position and incoming agent’s availability are known.
3. Agree the replacement service in writing
Scope
Specify inspections, maintenance coordination, financial administration, meetings and resident communication. Identify exclusions and separately priced work.
Reporting
Agree a named contact, routine reports, escalation process and how decisions requiring board approval will be presented.
Costs
Compare VAT-inclusive fees, setup or handover charges, project fees and the assumptions behind each quotation.
Verify the provider’s current licence for the services proposed through the Property Services Regulatory Authority. Keep the agreed scope and responsibility boundaries available to the board throughout the appointment.
4. Build a records handover checklist
The following is a practical planning checklist, not a statement that every item exists in every development or a statutory deadline. Tailor it to the OMC’s records, contracts and facilities. Assign an owner, target date and received date to each item.
| Record group | Items to identify and reconcile |
|---|---|
| Appointment and decisions | Current and replacement agreements, board instructions, relevant minutes, notices and the agreed handover timetable. |
| Financial position | Latest accounts, budgets, service-charge schedules, owner balances, arrears, invoices, supplier balances, bank reconciliations and sinking-fund records where applicable. |
| Contracts and insurance | Active contractor agreements, renewal dates, insurance documents, claims history and open claims requiring follow-up. |
| Maintenance and safety | Inspection reports, servicing schedules, relevant fire and lift records, warranties, planned works, outstanding defects and open contractor jobs. |
| Access and systems | Key and fob inventory, supplier contacts, management-system records and authorised access arrangements. |
| Owners and residents | Relevant contact records, communication preferences, open queries, complaints and the process for notifying people of the change. |
Use secure, agreed transfer methods for personal and financial records. Confirm who may receive them and avoid circulating access credentials in general email chains. Where information is missing, record the gap and agree who will obtain it.
5. Protect service continuity during the change
Changing the managing agent should not leave residents unsure who to call or contractors unsure who can authorise work. Prepare a simple responsibility schedule for the period around the change.
- Urgent reports: identify the contact before and after the handover date and confirm how open urgent matters will be passed across.
- Contractors: confirm cleaning, grounds, waste, lift, gate and other ongoing arrangements. A new managing agent does not automatically change every supplier contract.
- Money and invoices: agree who handles outstanding invoices, reconciliations and scheduled payments. Verify payment-detail changes through a trusted channel.
- Resident communication: provide the effective date, routine reporting route, urgent contact and any confirmed administrative changes.
- Outstanding work: transfer the job history, quotations, approvals and next action for each open issue.
Keep the outgoing and incoming responsibilities explicit. If there is a disputed balance or missing document, track it separately while protecting essential services.
6. Review the first month after handover
A handover is not finished simply because a folder has arrived. Arrange an initial site review and reconcile the received information against the checklist.
Ask the incoming agent for a priorities report: urgent issues, missing records, upcoming renewals, immediate maintenance and decisions needed from directors. Agree a reporting timetable and a realistic sequence for the remaining work.
Use the original improvement brief as the review standard. The objective is better management, not merely a different name on correspondence. Board responsibilities continue after the new agent is appointed.
Discuss an OMC handover with KPS
Kennedy Property Services can discuss the management needs of an existing Dublin development and the information required to assess a potential handover. Begin with the development’s address, unit count, facilities, current appointment and the main issues the board wants to resolve.
See block management for operational support and professional OMC directorship and board support for the separate governance service. This guide is practical planning information; the appropriate notice, authority and contractual steps depend on the OMC and its agreement.
Changing OMC managing agent FAQs
Are we changing the OMC or its managing agent?
Usually the proposal is to change the appointed service provider. The OMC remains in place. Confirm the scope of the proposed change before seeking quotations.
How much notice must we give?
Check the signed agreement, amendments and applicable requirements. There is no single notice period assumed by this guide. Seek advice if the terms or termination process are unclear.
Can services continue while the handover is underway?
Plan continuity explicitly. Agree urgent contacts, contractor arrangements, invoice responsibilities and how unresolved jobs will pass to the incoming agent.
Do all contractors need to change?
No automatic change should be assumed. Review existing contracts and performance before deciding whether to retain or replace a supplier.
What should directors ask the incoming agent first?
Ask for the proposed service scope, named contact, complete fees, reporting schedule, handover requirements and a plan for urgent outstanding matters.
Plan a clearer handover for your development
Contact KPS to discuss your Dublin development, its current management arrangements and the support the board needs.
Discuss an OMC handoverCall 089 452 0241