Board Decision Tools for HOA Special Assessments
5 board decision guides covering the full special assessment lifecycle — from confirming legal authority through levy procedures, owner disputes, financing alternatives, and state-specific caps and vote requirements.
Each guide covers a discrete decision in the special assessment process — start with the one the board is currently facing.
Do we have legal authority to levy this assessment?
Have we followed the correct levy procedure?
How should we respond to an owner dispute?
Should we finance this instead of levying?
Does state law limit or require a vote for this assessment?
CC&R authorization, board vs. member vote thresholds, and how purpose matching affects legal authority — with an authority gate.
Board vote requirements, notice timing, installment plan communication, and recordkeeping — with a levy readiness gate.
Procedural vs. authority vs. hardship challenges, timing of disputes, and how to respond to each — with a dispute triage gate.
Reserve fund draw vs. HOA loan vs. special assessment — urgency, capacity, and financing tradeoffs — with a finance vs. assess gate.
Board-only vs. member-vote thresholds for FL, CA, TX, CO, NV, and AZ — with a state limits lookup tool.
Special assessment notices, payment tracking, and dispute records — in one workflow
Generate assessment notices, track per-unit payment status, manage installment plans, and document owner disputes — so the board always has an audit trail when decisions are challenged.
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