Free HOA Templates
We wanted to make sure every board member can help run their association successfully. This is why we created all these templates and offer them at no charge to download. If their is a template that you could use but we are missing email us at ideas@hoamanagement.com and we will create it.
Communication
- Announcement for New Rules/Amendments
- Association Letter to Members Introducing New Management Company
- HOA Feedback Survey
- Notice of Annual Membership Meeting
- Notice of Special Meeting
- Welcome Letter to New Association Member
- Newsletter
- Special Assessment Letter
- Letter of Authorization
- Motion
- Collections Letter
- Letter To Terminate A Property Management Agreement
- Letter To Terminate An HOA Management Agreement
- Meeting Flyer
- HOA Dues Letter
- Notice Of Intent To Record A Claim Of Lien
- HOA/Condo Social Media Policy Template
- HOA Dues Increase Letter
- Invoice for Annual HOA Dues
- Release of Lien for Nonpayment of HOA Dues
Record Keeping
- Annual Meeting Minutes Template
- Board Meeting Agenda
- Board Meeting Minutes
- Management Agreement Contract
- Strategic Plan
- Record Retention Policy
- Annual Member Meeting Sign In Sheet
- Annual Budget
- Budget Preparation Checklist
- HOA Violation Letter
- Notice of Delinquent Assessments
- Notice of Fines for Rules Violation
- Schedule of Fines
- Board Decision on Member Discipline
- Board Decision on Penalty Imposition
- Imposition of Monetary Charge
- Violation Letter
Elections/Nominations
- Board Election Nomination Form
- Candidate Nomination Form
- Candidate Registration List
- Checklist for Prospective Board Member Candidates
- Confirmation of Desire to be a Candidate
- Election Ballot
- Proxy Form
- Voting Ballot
- Alternative Dispute Resolution Letter
- Contest Lien
- Homeowner Complaint Form
- Application for Approval of Architectural Improvement or Modification
- Approval of Request for a Reasonable Accommodation
- Architectural Review Application Form
- HOA Request for Reasonable Accommodations
- Parking Application – Condo
- Reasonable Accommodation / Modification Request Form (Service Animal)
- Request for Accommodation
- Homeowner Request for Copies of Documents
- Architectural Change
- Approval Letter
- Vendor Proposal
- HOA Grant
- Application Form for New Buyer in HOA
- Application Form for New Tenant in HOA
- Approval Letter for New Buyer in HOA
- Approval Letter for New Tenant in HOA
- RFP for Lawn Maintenance
- RFP for Landscaping
- Proposal for Bylaw Amendment for an HOA in Florida
- HOA Lien Release
- Statement of Work Form
- Pet Registration Form
- 22.1 Disclosure Form (Illinois)
- HOA Policy On Delinquent Assessment Collections And Property Lien
- Charge Release Letter
- Agenda Update Template
- Estoppel Template
Maintenance
- Checklist of Common Area Components
- HOA Maintenance Checklist
- HOA Maintenance Plans
- Inspection Checklist
- Maintenance Request Form/Letter
- Property Inspection Report
- Property Maintenance Checklist
- Work Order
- Maintenance Log
- Vendor Contract
- Vendor Documents: Request for Bid/Proposals, Evaluation Matrix
Accounting/Financial
- HOA Account Receivables
- HOA Income Statement
- HOA General Ledger
- HOA Monthly Balance Sheet
- HOA Statement of Account
- Reserve Study
- HOA Audit Checklist
- Statement
- Levy Notice
- Accounting
- Treasurer Report
- Accounts Payable
- Treasurer’s Monthly Report
HOA Board Members
- HOA Board Member Recruitment Letter Template
- HOA Board Resolution(Policy)
- HOA Board Resolution(Administrative)
- HOA Board Resolution(Special)
- President’s Report
- Carpentry & Construction Services
- Engineering / Development Services
- Landscaping
- Tile & Stone Services
- Exterior / Interior Painting & Staining
- Architects & Designers
- Door / Window Replacement
- Irrigation System
- Fertilizing Services
- Fence Installation & Repair
- Pool Services & Maintenance / Waterproofing
- Asphalt Maintenance
- Appliance Repairs
- HVAC Services
- Electrical Services
- Plumbing / Backflow Testing Services
- Handyman Services
- Lawn Maintenance
- Tree & Shrub Trimming / Pruning
- Pest Control
- Towing Services (for stalled cars/accidents)
- Snow Removal
- Site Inspections
- Gutter Cleaning
- Pressure Washing
- Trash Pickup / Hauling
- Bookkeeping & Financial Services
- Collections / Legal Financial Services
- Security Services
- Call Center / Phone Answering Services
- Background and Reference Verification Form
- HOA Emergency Plan Checklist
- HOA Incident Report (Insurance)
- Prospective Owner Questionnaire
- Electric Vehicle Charging Policy Template
- HOA Sample Rules & Regulations
- HOA Management Checklist
- HOA Manager Contract
- Transition Checklist
- HOA Yearly Checklist
- HOA Transition Checklist
- Electronic Informed Consent Form
- Annual Condo Survey
- No HOA Letter
- Petition Form
- Survey Template
- HOA Website Guide
- Pro Forma
- CC&Rs
- Condo Rules and Regulations
- Bylaws Template
- HOA Pet Restrictions
- Letter of Self-Management
