Free HOA guides, templates & compliance resources
State-specific compliance guides, downloadable templates, and practical how-to playbooks built for self-managed HOA boards.
State Compliance Guides
State-specific legal and operational requirements for HOA boards.
Explore Compliance GuidesFree HOA Templates
Meeting notices, violation letters, collection letters, budgets, and ARC forms.
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Practical board operations, collections, meetings, vendors, and budgeting.
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The 2026 Florida HOA Chapter 720 Compliance Guide
Meeting notices, records inspection, fines, and annual reporting — the complete operational playbook for self-managed Florida boards.
California Davis-Stirling Act Compliance Guide (2026)
Civil Code § 4000–6150 in plain English — open meetings, IDR, ADR, and annual disclosures for self-managed California HOAs.
Texas Property Code Chapter 209 HOA Compliance Guide
Open meeting rules, notice requirements, mandatory payment plans, the 209 certified mail fine notice, and ACC committee rules for Texas HOAs.
Colorado CCIOA & HB 22-1137 HOA Compliance Guide
The 2022 fine policy overhaul, 30-day cure windows, dual-delivery collections, 18-month payment plan mandate, and CCIOA open meeting rules — what changed and what your board must do now.
Nevada NRS Chapter 116 HOA Compliance Guide (2026)
Board certification (Form 602), NRED Ombudsman audits, record retention rules, financial review tiers, and the super-priority lien collection process for Nevada HOAs.
The 2026 Florida HOA Chapter 720 Compliance Guide
Meeting notices, records inspection, fines, and annual reporting — the complete operational playbook for self-managed Florida boards.
Florida HOA Meeting Notice & Agenda Template
Statutorily compliant under F.S. § 720.303(2). Copy, fill in the brackets, post 48 hours early. Includes Word + PDF download.
Florida HOA Billing, Collections & Estoppel Guide (Chapter 720)
The statutory payment waterfall, 4-step lien timeline (NLA → NIL → Lien → NIF), bank safe harbor rule, and estoppel certificate compliance with current DBPR fee schedule — a board member's manual for § 720.3085 and § 720.30851.
California Davis-Stirling Act Compliance Guide (2026)
Civil Code § 4000–6150 in plain English — open meetings, IDR, ADR, and annual disclosures for self-managed California HOAs.
California Davis-Stirling Act Compliance Guide (2026)
Civil Code § 4000–6150 in plain English — open meetings, IDR, ADR, annual disclosures, and reserve studies for self-managed California HOAs.
California HOA Annual Disclosures Checklist (All 23 Davis-Stirling Requirements)
Interactive checklist of all 23 required disclosures under Civil Code §§ 5300 & 5310 — with exact statutory citations, item descriptions, and delivery rules. Check each item as you compile your annual packet.
Texas Property Code Chapter 209 HOA Compliance Guide
Open meeting rules, notice requirements, mandatory payment plans, the 209 certified mail fine notice, and ACC committee rules for Texas HOAs.
Texas HOA Open Meeting Rules: What Boards Get Wrong
The 72-hour posting rule, restricted votes, executive session limits, and the website requirement from SB 1588 — explained for Texas boards.
Texas HOA Payment Plan Policy Template (§ 209.0062)
Statutory payment plan requirements, mandatory acceptance triggers, and a copy-pasteable policy document for Texas treasurers.
Colorado CCIOA & HB 22-1137 HOA Compliance Guide
The 2022 fine policy overhaul, 30-day cure windows, dual-delivery collections, 18-month payment plan mandate, and CCIOA open meeting rules — what changed and what your board must do now.
Colorado HB 22-1137 Fine Policy & Collections Guide
The $500 fine cap, 30-day cure window, dual-delivery notice requirements, and mandatory 18-month payment plan — with a copy-pasteable collection policy template.
Colorado HOA Collections Policy & CCIOA 18-Month Rule
Payment plan timelines, dual-delivery notice requirements, lien thresholds, and the foreclosure prohibition under CCIOA — with a copy-pasteable policy template boards can record today.
Nevada NRS Chapter 116 HOA Compliance Guide (2026)
Board certification (Form 602), NRED Ombudsman audits, record retention rules, financial review tiers, and the super-priority lien collection process for Nevada HOAs.
Nevada HOA Ombudsman Records Audit Checklist
Record retention timelines, Form 530 trigger process, and the 21-day production window — organized for board-ready NRED audit readiness.
Nevada HOA Reserve Study Compliance Checklist (NRS 116)
The 5-year inspection cycle, NRED Form 609 filing, RSS permit requirements, annual budget disclosures, and the board's unilateral funding powers under NRS § 116.31152.
HOA Board Meeting Agenda Template
A structured, board-ready agenda covering all 13 standard items — call to order through adjournment. Works in all 50 states.
HOA Board Meeting Minutes Template
Capture motions, votes, attendance, and action items in a board-ready format. Includes executive session handling and secretary certification.
HOA Annual Membership Meeting Agenda Template
A complete annual meeting agenda covering certification of notice, quorum verification (including proxies), director elections, and all 13 standard items.
HOA Annual Membership Meeting Minutes Template
Official annual meeting minutes covering proxy counts, director election results, financial reports, and secretary certification across 12 required sections.
HOA Delinquent Assessment Collection Notice Template
All six collection stages in one document — friendly reminder through attorney referral — with account summary table, late fee tracking, interest calculation, payment plan option, and collection stage tracking.
HOA Payment Plan Agreement Template
A binding payment plan agreement — not a request form. Covers itemized delinquent balance, clear payment terms, default provisions, board approval, and dual signatures. Works in all states.
HOA Violation Letter Template
All four notice levels in one document — courtesy notice through hearing notice. Includes CC&R citation, compliance deadline, enforcement checkboxes, and case tracking.
HOA Hearing Notice Template
Formal, neutral, and procedurally complete. Issue a defensible hearing notice before fines or enforcement actions — covers alleged violation, owner rights, hearing procedures, possible outcomes, and due process certification.
HOA Annual Budget Template
A spreadsheet-ready budget template covering operating expenses, reserve contributions, and per-unit assessment calculations.
HOA Welcome Letter Template
A complete new homeowner welcome letter covering association overview, governing documents, assessment details, payment options, resident portal, emergency contacts, and a get-involved invitation. Send within days of closing.
HOA Architectural Review Request Form (ARC Application)
A complete ARC application covering all 12 project types — fences, paint, roofing, solar, pools, decks, and more — with materials detail, contractor info, 10-item attachments checklist, homeowner acknowledgment, and ARC decision block.
HOA Vendor RFP & Bid Comparison Templates
Two-template procurement kit: a Request for Proposal to send vendors + a 4-sheet Excel workbook with weighted scoring matrix and board decision record.
HOA Incident Report Form
A complete, print-ready form covering all 12 incident types — slip and fall, property damage, vehicle accident, vandalism, water leak, and more — with injury details, witness statements, insurance tracking, and a board-only case status section.
HOA Reserve Planning Spreadsheet (10-Year)
A simple 10-year reserve planning tool for self-managed HOAs. Track roofs, pavement, pools, fencing, and other common-area assets. Estimate annual reserve funding needs and project future reserve balances — without hiring a reserve consultant.
HOA Board Resolution Template
Formally adopt rules, policies, and operational decisions with a proper board resolution — covering purpose, authority, enforcement, and board certification.
HOA Proxy Form Template
General and directed proxy options for annual and special meetings — lets absent members count toward quorum and have their vote recorded.
HOA Special Board Meeting Notice Template
Proper notice format for calling a special board meeting — covers purpose, limited-agenda language, virtual meeting info, homeowner attendance rights, and certification of notice.
HOA Board of Directors Election Ballot Template
A complete election ballot for director elections — up to 6 candidates, write-in option, in-person and mail-in voting with envelope chain of custody, and inspector of election results record.
HOA Board Member Election Nomination Form
Collect candidate info, eligibility certification, biography, conflict of interest disclosure, and skills checklist before the ballot is printed. Includes association verification block.