Governance & Formation
Legal formation documents and core governing instruments
Articles of Incorporation
UniversalLegal "birth certificate" of the association, filed with the Secretary of State to create the corporate entity.
Use Template →CC&Rs / Declaration of Covenants, Conditions & Restrictions
UniversalThe "Constitution" — runs with the land, defining what owners can and cannot do with their property.
Use Template →Bylaws
UniversalThe "Administrative Manual" — defines quorum, board elections, officer duties, and meeting procedures.
Use Template →Rules & Regulations
UniversalThe "Day-to-Day" rules passed by the board (pet policies, pool hours, parking). Easiest to amend.
Use Template →Plat Map / Survey
UniversalVisual record of property boundaries, lot lines, easements, and common areas recorded at the county.
Use Template →CO Collection Policy (CCIOA §38-33.3-209.5)
Required CCIOA governance policy for assessment collection procedures.
Use Template →CO Enforcement Policy (CCIOA §38-33.3-209.5)
Required CCIOA policy for enforcing rules and covenants.
Use Template →CO Records Inspection Policy (CCIOA §38-33.3-209.5)
Required CCIOA policy governing owner access to association records.
Use Template →CO Reserve Funds Investment Policy (CCIOA §38-33.3-209.5)
Required CCIOA policy governing investment of reserve funds.
Use Template →CO Conflict of Interest Policy (CCIOA §38-33.3-209.5)
Required CCIOA policy for board member conflicts of interest.
Use Template →CO Meeting Conduct Policy (CCIOA §38-33.3-209.5)
Required CCIOA policy for conduct at board and member meetings.
Use Template →CT Public Offering Statement (CIOA §47-261)
Required disclosure document for new common interest community sales in Connecticut.
Use Template →DE HOA Governance & Financial Disclosure (§81-414)
Annual disclosure of governance and financial information to members under Delaware law.
Use Template →FL Official Records Notice (§720.303)
Notice to owners of their right to inspect official records under Florida HOA Act.
Use Template →FL Covenant Enforcement / Presuit Notice (§720.311)
Required presuit mediation notice before filing covenant enforcement action in Florida.
Use Template →HI House Rules (HRS §514B-101)
Condominium house rules governing conduct in common areas and within units.
Use Template →ID Governing Document Summary
Summary of key HOA rules and restrictions for Idaho associations.
Use Template →IL Annual Meeting Notice (§765 ILCS 160)
Statutory notice of annual meeting required under Illinois CCIOA.
Use Template →IN HOA Governing Document Summary
Summary of key rules for Indiana HOA members.
Use Template →IA HOA Annual Member Disclosure
Annual financial and governance disclosure to Iowa HOA members.
Use Template →KS Covenant Enforcement Notice
Violation and enforcement notice for Kansas HOAs.
Use Template →KY Annual Meeting Notice (KRS §381.9133)
Annual meeting notice required under Kentucky Homeowners Association Act.
Use Template →LA Covenant Enforcement Notice
Violation and enforcement notice for Louisiana planned communities.
Use Template →ME HOA Annual Meeting Notice
Annual meeting notice for Maine common interest communities.
Use Template →MI HOA Annual Meeting Notice (MCL §450.2404)
Annual meeting notice for Michigan homeowners associations.
Use Template →MN CIC Annual Meeting Notice (MCIOA)
Annual meeting notice under Minnesota Common Interest Ownership Act.
Use Template →MS HOA Covenant Enforcement Notice
Violation and enforcement notice for Mississippi HOAs.
Use Template →MO HOA Annual Meeting Notice
Annual meeting notice for Missouri homeowners associations.
Use Template →MT HOA Governing Document Summary
Key rules summary for Montana HOA members.
Use Template →NE HOA Annual Meeting Notice
Annual meeting notice for Nebraska homeowners associations.
Use Template →NV HOA Election Procedures (NRS §116.31034)
Required election procedures notice under Nevada NRS §116.31034.
Use Template →NV HOA Meeting Notice (NRS §116.31083)
Meeting notice requirements under Nevada NRS §116.
Use Template →NH HOA Annual Meeting Notice
Annual meeting notice for New Hampshire HOAs.
Use Template →NJ HOA Annual Meeting Notice (N.J.S.A. §15A:5-4)
Annual meeting notice for New Jersey HOAs.
Use Template →NM HOA Covenant Enforcement Notice
Violation and enforcement notice for New Mexico HOAs.
Use Template →NY HOA Annual Meeting Notice (BCL §603)
Annual meeting notice for New York homeowners associations.
Use Template →NC Annual Budget Disclosure
Notice of proposed or ratified annual budget to members
Use Template →OR Annual Budget Disclosure (ORS §94.670)
Annual budget disclosure required by Oregon Planned Community Act
Use Template →PA Annual Budget Disclosure
Annual budget disclosure to members per PA law
Use Template →TX Management Certificate (TPC §209.004)
Certificate filed with county clerk disclosing HOA management
Use Template →TX Annual Budget Notice (TPC §209.0052)
Notice of proposed budget before annual ratification meeting
Use Template →VT Public Offering Statement (27A V.S.A. §4-102)
UCIOA public offering statement for new Vermont CIC sales
Use Template →VA Annual Budget Disclosure (VA §55.1-1825)
Annual budget disclosure to all members
Use Template →WA Annual Budget Disclosure (RCW §64.90.525)
Annual budget disclosure required by WUCIOA
Use Template →WV Public Offering Statement (WVC §36B-4-102)
UCIOA public offering statement for new WV CIC sales
Use Template →Board & Meetings
Documents covering the legislative process of the community
Notice of Meeting
UniversalFormal announcement sent to all owners before a board or member meeting. Must meet state-mandated notice periods (typically 10–30 days).
Use Template →Meeting Agenda
UniversalThe specific list of items to be discussed at a board or member meeting.
Use Template →Board Meeting Minutes
UniversalThe official legal record of what was decided at each board meeting. Most states require these to be kept in perpetuity.
Use Template →Executive Session Minutes
UniversalPrivate records of sensitive board discussions (legal matters, personnel, collections). Usually not disclosed to owners.
Use Template →Annual General Meeting (AGM) Minutes
UniversalOfficial record of the yearly homeowner gathering, including election results and votes on major issues.
Use Template →Written Consent (Action Without Meeting)
UniversalFormal board decisions made via email or signed letter without a physical meeting.
Use Template →Board Resolution
UniversalA formal document recording a specific new policy or decision passed by the board.
Use Template →Proxy / Ballot
UniversalDocuments used by owners to vote on board members or rule changes, including absentee and electronic ballots.
Use Template →Arizona Open Meeting Notice (A.R.S. § 33-1804)
48-hour advance meeting notice posted in a prominent location, required for all open board meetings under Arizona planned community law.
Use Template →California HOA Election Rules (Secret Ballot)
Board-adopted election rules required under Civ. Code §§ 5100–5145 governing secret ballot procedures, inspector of elections, and candidate qualifications.
Use Template →FL Election Notice & Candidate Certification (§720.306)
Statutory election procedures notice required under Florida HOA Act.
Use Template →NC Annual Meeting Notice
Statutory notice of annual membership meeting
Use Template →ND Annual Meeting Notice
Notice of annual membership meeting per bylaws
Use Template →OH Annual Meeting Notice
Notice of annual membership meeting
Use Template →OR Annual Meeting Notice
Notice of annual membership meeting per ORS §94.647
Use Template →RI Annual Meeting Notice
Notice of annual membership meeting
Use Template →SD Annual Meeting Notice
Notice of annual membership meeting per bylaws
Use Template →TN Annual Meeting Notice
Notice of annual membership meeting
Use Template →TX Annual Meeting Notice (TPC §209.014)
Statutory notice of annual meeting per TPC §209.014
Use Template →UT Annual Meeting Notice
Statutory notice of annual membership meeting
Use Template →VA Annual Meeting Notice
Statutory notice of annual membership meeting
Use Template →WA Annual Meeting Notice (RCW §64.90.445)
Statutory notice of annual membership meeting
Use Template →WI Annual Meeting Notice
Notice of annual membership meeting per bylaws
Use Template →WY Annual Meeting Notice
Notice of annual membership meeting per bylaws
Use Template →Financial & Assessments
Accounting, budgeting, auditing, and assessment records
Annual Budget
UniversalThe projected income and expenses for the fiscal year. Must typically be distributed to owners before the fiscal year begins.
Use Template →Reserve Study
UniversalA professional report projecting the long-term cost of replacing major common-area components (roofs, roads, pools). Mandated by law in ~12 states.
Use Template →Balance Sheet
UniversalA snapshot of the association's assets versus liabilities at a specific point in time.
Use Template →Income Statement / P&L
UniversalA report showing actual income and spending versus the approved budget for a given period.
Use Template →General Ledger
UniversalThe line-by-line record of every financial transaction the association makes.
Use Template →Accounts Receivable Report
UniversalA detailed list of all owners with unpaid assessments or fees.
Use Template →Audit / Financial Review Report
UniversalAn independent review of the association's finances by a licensed CPA. Level required (audit vs. review vs. compilation) varies by state and revenue.
Use Template →Assessment Lien
A legal claim filed against a property when an owner fails to pay HOA assessments. Priority varies significantly by state.
Use Template →Collection Policy
UniversalOutlines the HOA's procedures for collecting delinquent assessments, including grace periods, late fees, lien filing thresholds, and referral to collections or legal action.
Use Template →Assessment Change Notice
UniversalNotifies homeowners of an upcoming change in monthly or annual assessment amounts, including the effective date, the reason for the change, and new payment instructions.
Use Template →California Annual Pro Forma Operating Budget
Annual pro forma operating budget with reserve funding disclosure distributed to all members 30–60 days before fiscal year end, per Civ. Code §§ 5300–5550.
Use Template →CO Reserve Study Disclosure (CCIOA §38-33.3-209.5)
Periodic reserve study required under CCIOA for capital planning.
Use Template →CO Budget Ratification Notice (CCIOA §38-33.3-209.5)
Notice to owners of proposed budget with right to veto under CCIOA.
Use Template →FL Annual Budget Notice (§720.303)
Required notice of proposed annual budget to Florida HOA members.
Use Template →HI Reserve Fund Disclosure (HRS §514B-148)
Annual disclosure of reserve fund status required under Hawaii Condominium Property Act.
Use Template →IL Annual Budget Disclosure (§765 ILCS 605/18.4)
Required annual budget disclosure to Illinois condominium unit owners.
Use Template →MD Annual Budget Disclosure (Md. Code §11B-112)
Annual budget notice required under Maryland Homeowners Association Act.
Use Template →NV Budget Ratification Notice (NRS §116.3115)
Budget ratification notice required under Nevada NRS §116.3115.
Use Template →Violations & Enforcement
Policing records: violations, hearings, fines, liens
Notice of Violation (Courtesy Letter)
UniversalThe first written notification to an owner that they are in breach of the CC&Rs or Rules & Regulations.
Use Template →Cease and Desist Letter
UniversalA formal legal demand to stop a specific violating action.
Use Template →Notice of Hearing
UniversalDue-process letter inviting the owner to appear before the board or a committee to dispute a violation before a fine is levied.
Use Template →Notice of Fine / Assessment
UniversalThe document informing an owner of the specific monetary fine owed for a rule violation.
Use Template →Schedule of Fines
UniversalThe published list of fines for specific violations. Must be adopted and distributed to be enforceable.
Use Template →ADR / Mediation Records
Alternative Dispute Resolution documentation — records from any mediation or arbitration proceedings.
Use Template →Architectural Review Committee (ARC) Decision
UniversalThe formal approval or denial of an owner's request to modify their property (paint, deck, fence, solar panels, etc.).
Use Template →Architectural Change Request (ARC Application)
UniversalForm submitted by a homeowner to the Architectural Review Committee requesting approval for exterior modifications, additions, or improvements to their property.
Use Template →Alabama Assessment Lien Filing Notice
Pre-lien written notice to a delinquent member required before recording an assessment lien under the Alabama Homeowners' Association Act.
Use Template →Arizona Short-Term Rental Restriction Notice
Notice to members regarding enforcement of short-term rental restrictions, citing governing document provisions and A.R.S. § 33-1806.01.
Use Template →Arkansas Restrictive Covenant Enforcement Notice
Written notice to a member citing a deed restriction or recorded covenant violation, required before enforcement action under Ark. Code § 18-12-103.
Use Template →California Solar Energy System Policy Statement
Board policy confirming owners' rights to install solar energy systems under Civ. Code §§ 714–714.1, with reasonable aesthetic guidelines.
Use Template →FL Violation Notice with Fines Schedule (§720.305)
Statutory notice of violation with required fine schedule per Florida HOA Act.
Use Template →GA Assessment Lien Notice (POAA §44-3-232)
Notice of lien filing for delinquent assessments under Georgia Property Owners Association Act.
Use Template →NV Violation Notice with Fine Schedule (NRS §116.31031)
Statutory violation notice required under Nevada NRS §116.31031.
Use Template →OK Covenant Enforcement Notice
Notice of CC&R violation and cure demand
Use Template →SC Covenant Enforcement Notice
Notice of CC&R violation and opportunity to cure
Use Template →TX Violation & Fine Notice (TPC §209.006)
Statutory violation notice with hearing rights per TPC §209.007
Use Template →Homeowner Communications
Outward-facing records between the board and residents
Community Newsletter
Monthly or quarterly updates distributed to all residents covering community news and board announcements.
Use Template →Welcome / New Resident Packet
Information given to new residents upon move-in, including community rules, contact info, and key documents.
Use Template →Owner / Member Directory
A list of residents and contact information. Usually restricted for privacy; distribution rules vary by state.
Use Template →Maintenance Notice
An alert to residents about upcoming common-area work (e.g., paving, painting, utility shutdowns).
Use Template →Survey / Poll Results
Feedback collected from the membership on community matters.
Use Template →Official Correspondence
Formal letters sent to the entire membership regarding major issues (special assessments, litigation, policy changes).
Use Template →Compliance & Legal
Insurance, contracts, vendor management, and tax filings
Master Insurance Policy
UniversalThe HOA's primary insurance policies covering general liability, property (common areas), and Directors & Officers (D&O) liability.
Use Template →Vendor Contracts
UniversalWritten agreements with all service providers (landscapers, pool companies, attorneys, accountants).
Use Template →Management Agreement
The formal contract between the HOA and a professional property management company (if applicable).
Use Template →Federal Tax Return (Form 1120-H)
UniversalThe annual federal tax filing for the HOA as a tax-exempt nonprofit entity.
Use Template →Secretary of State Annual Report
UniversalAnnual filing to keep the HOA's corporate status active with the state.
Use Template →Resale / Closing Disclosure Package
UniversalThe package of HOA documents required to be provided to a buyer at closing. Name and requirements vary significantly by state.
Use Template →Clubhouse / Amenity Rental Agreement
UniversalAgreement between the HOA and a homeowner for the temporary rental of a common amenity such as a clubhouse, pool area, or community room for a private event.
Use Template →Alabama Management Certificate (SOS Filing)
Annual certificate filed with the Alabama Secretary of State confirming the HOA's legal existence, registered agent, and principal officers.
Use Template →Alabama HOA Act Compliance Checklist
Annual board self-audit checklist verifying compliance with the Alabama Homeowners' Association Act (2016), covering disclosures, voting, and record-keeping.
Use Template →Alaska UCIOA Resale Disclosure Certificate
Statutory resale certificate required under Alaska's Uniform Common Interest Ownership Act (AS 34.08.650) at every unit sale, disclosing assessments, reserves, violations, and pending litigation.
Use Template →Alaska Common Interest Community Public Offering Statement
Developer-required disclosure document provided to all prospective purchasers in new Alaska common interest community developments under AS 34.08.570.
Use Template →Arizona Planned Community Resale Disclosure
Required disclosure statement provided to a buyer within 10 days of request under A.R.S. § 33-1806, covering fees, violations, and contact information.
Use Template →Arkansas Horizontal Property Act Master Deed Filing
Master deed or declaration filed with the county recorder establishing a condominium or planned community under Ark. Code §§ 18-13-101 et seq.
Use Template →California Annual Policy Statement (Annual Disclosure Package)
Annual disclosure package required under Civ. Code §§ 4528–4545, distributed to all members before each fiscal year covering 18+ required disclosures.
Use Template →California IDR Policy (Internal Dispute Resolution)
Board-adopted IDR policy required under Civ. Code §§ 5900–5920 providing members a pre-litigation internal dispute resolution process.
Use Template →California ADR Policy (Alternative Dispute Resolution)
Board-adopted ADR policy required under Civ. Code § 5925, offering pre-litigation mediation or arbitration for member disputes.
Use Template →California Wildfire Risk Disclosure Notice
Required notice to all members regarding the HOA's wildfire risk reduction procedures and defensible space requirements under Civ. Code § 4777.
Use Template →CO CCIOA Resale Certificate (§38-33.3-209.5)
Mandatory resale disclosure certificate required by CCIOA before closing.
Use Template →CT Common Interest Community Resale Certificate (CIOA)
Mandatory resale disclosure under Connecticut CIOA §47-270.
Use Template →DE Unit Property Act Resale Certificate (§81-414)
Mandatory resale certificate under Delaware Unit Property Act.
Use Template →FL Estoppel Certificate (Ch. 720/718)
Mandatory pre-closing disclosure of amounts owed and HOA status under Florida law.
Use Template →GA HOA Resale Disclosure (POAA §44-3-232)
Mandatory disclosure packet for resale of property in a Georgia HOA.
Use Template →HI Condominium Resale Disclosure (HRS §514B-105)
Mandatory disclosure for condominium resales under Hawaii Condominium Property Act.
Use Template →ID HOA Resale Disclosure (Idaho Code §55-3218)
Disclosure statement for property resale in an Idaho homeowners association.
Use Template →IL HOA Resale Disclosure (CCIOA §765 ILCS 160)
Mandatory resale disclosure for Illinois common interest community associations.
Use Template →IN HOA Resale Disclosure (IC 32-25.5)
Resale disclosure for Indiana homeowners associations under IC 32-25.5.
Use Template →IA HOA Resale Disclosure (Iowa Code §499B)
Resale disclosure for Iowa horizontal property associations.
Use Template →KS HOA Resale Disclosure (K.S.A. §58-3701)
Resale disclosure for Kansas planned unit developments and HOAs.
Use Template →KY HOA Resale Disclosure (KRS §381.9197)
Resale disclosure for Kentucky homeowners associations.
Use Template →LA HOA Resale Disclosure (La. R.S. §9:1141)
Resale disclosure for Louisiana planned communities under R.S. §9:1141.
Use Template →ME HOA Resale Disclosure (14 M.R.S.A. §1602-309)
Resale disclosure for Maine common interest communities.
Use Template →MD HOA Resale Disclosure (Md. Code §11B-106)
Mandatory resale disclosure packet required under Maryland HOA Act.
Use Template →MA Condominium Resale Disclosure (M.G.L. c.183A)
Resale disclosure for Massachusetts condominiums under M.G.L. c.183A.
Use Template →MI HOA Resale Disclosure (MCL §559.184)
Resale disclosure for Michigan condominiums and planned communities.
Use Template →MN CIC Resale Disclosure (Minn. Stat. §515B.4-107)
Mandatory resale disclosure for Minnesota common interest communities.
Use Template →MS HOA Resale Disclosure (Miss. Code §89-9-1)
Resale disclosure for Mississippi horizontal property regimes and HOAs.
Use Template →MO HOA Resale Disclosure (RSMo §448.4-107)
Resale disclosure for Missouri common interest communities.
Use Template →MT HOA Resale Disclosure (MCA §70-23-504)
Resale disclosure for Montana unit ownership act communities.
Use Template →NE HOA Resale Disclosure (Neb. Rev. Stat. §76-890)
Resale disclosure for Nebraska condominium and HOA properties.
Use Template →NV Resale Package / Certificate (NRS §116.4109)
Mandatory resale package for Nevada common interest communities under NRS §116.
Use Template →NH HOA Resale Disclosure (RSA 356-B:57)
Resale disclosure for New Hampshire condominiums under RSA 356-B.
Use Template →NJ HOA Resale Disclosure (N.J.S.A. §46:8B-28)
Resale disclosure for New Jersey condominiums under the New Jersey Condominium Act.
Use Template →NM HOA Resale Disclosure (NMSA §47-7C-9)
Resale disclosure for New Mexico homeowners associations.
Use Template →NY Condominium Offering Plan Disclosure
Required offering plan disclosures for New York condominiums under Martin Act.
Use Template →NC Resale Disclosure (NCGS §47F-4-109)
Mandatory seller disclosure for planned community resales
Use Template →ND Resale Disclosure
Voluntary resale disclosure for HOA units/lots
Use Template →OH Resale Disclosure (ORC §5311.26 / §5312.12)
Statutory resale disclosure for condo and planned community units
Use Template →OK Resale Disclosure
Voluntary resale disclosure for HOA units/lots
Use Template →OR Resale Disclosure (ORS §94.697 / §100.450)
Statutory resale disclosure for planned community and condo resales
Use Template →PA Resale Disclosure (68 Pa.C.S. §5407 / §3407)
Statutory resale disclosure for planned community and condo units
Use Template →RI Resale Disclosure (RIGL §34-36.1-4.09)
Statutory resale disclosure for condo and HOA units
Use Template →SC Resale Disclosure
Resale disclosure for HOA units/lots in South Carolina
Use Template →SD Resale Disclosure
Voluntary resale disclosure for HOA units/lots
Use Template →TN Resale Disclosure (TCA §66-27-503)
Statutory resale disclosure for HOA units and lots
Use Template →TX Resale Certificate (TPC §207.003)
Mandatory resale certificate issued by HOA within 10 days of request
Use Template →UT Resale Disclosure (UCA §57-8a-405)
Mandatory resale disclosure for community association units
Use Template →VT Resale Certificate (27A V.S.A. §4-109)
UCIOA resale certificate for Vermont common interest communities
Use Template →VA Resale Disclosure Packet (VA §55.1-1810)
Mandatory POA resale disclosure packet; buyer has 3-day right to cancel
Use Template →WA Resale Certificate (RCW §64.90.640)
UCIOA resale certificate for Washington common interest communities
Use Template →WV Resale Certificate (WVC §36B-4-109)
UCIOA resale certificate for West Virginia common interest communities
Use Template →WI Resale Disclosure (Wis. Stat. §703.33)
Statutory condo resale disclosure; voluntary for planned communities
Use Template →WY Resale Disclosure
Voluntary resale disclosure for HOA units/lots
Use Template →