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HOA Resource Center
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Top Provisions for Your Snow Removal Contracts

With our record breaking temperatures becoming a distant memory and winter conditions right around the corner, it’s time for association’s to review their snow removal contracts.  What should be included in these contracts?  Below is a checklist of some of the most common provisions all snow r Read More...
Topics: Checklist & Forms, Governance, Operations
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Budgeting Checklist

It’s that time of year again when managers and board members go into hiding to develop budgets for their associations for the coming year.  The following is a checklist of some items to keep in mind as associations work through the annual budgeting process: Set goals for the upcoming year in rela Read More...
Topics: Checklist & Forms

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Checklist For Transition To Homeowner Control

Did you receive the following documents from the developer as required by CCIOA? Original or certified copy of the recorded Declaration, as amended and/or supplemented Articles of Incorporation, Bylaws, and Minute Book Financial Records of Association Rules and Regulations that may have been promulg Read More...
Topics: Checklist & Forms
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Sample Vendor Agreement

View a sample vendor agreement which applies to all associations. Read More...
Topics: Checklist & Forms
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Checklist for Limiting Manager Liability Insurance

Obtain Professional Liability Insurance (errors and omissions insurance). Obtain a Business Owners Policy (BOP). Obtain Commercial General Liability (CGL) Insurance. Become (if possible) a named or additional insured on Association's Directors and Officers Liability Insurance. Become named or ad Read More...
Topics: Checklist & Forms, Liabilities
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Build Out Issues Checklist

Attorney Fees Pay attorney fees to negotiate and complete any annexation agreements    Amendment to Declaration/Bylaws/Articles Pay all costs including attorney fees associated with governing documents  Landscaping Issues Common Areas; complete within ____ days of annexation Provide as built draw Read More...
Topics: Checklist & Forms
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Evaluating Your Collection Effectiveness

Association Do you have a written collection policy? Do you periodically communicate the collection policy and procedures to owners? Do you obtain as much owner information as possible at each new closing?         Management Does your manager provide a monthly list of delinquent owners?   Read More...
Topics: Checklist & Forms, Collections
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Detailed List of Board Orientation Topics

GOVERNANCE ISSUES The role of the HOA and common terminology The role of the Board and the legal duties and responsibilities of directors, including limits on authority Review governing documents Board policies and procedures Rights and responsibilities of owners Role of the management company and r Read More...
Topics: Checklist & Forms
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10 Vital Components for Architectural Review Forms

A major objective of the architectural review process is to have in place guidelines and procedures that are perceived by homeowners to be fair and reasonable. After all, if owners perceive the process as fair, they are much more likely to voluntarily comply with those guidelines and procedures. The Read More...
Topics: Checklist & Forms, Litigation, Covenant/Rule Enforcement

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