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Free HOA Templates

Download free HOA meeting notices, violation letters, collection letters, budget worksheets, and operational forms — state-specific and board-ready.

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FloridaTemplate

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.

4 min read
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CaliforniaCompliance Guide

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.

10 min read
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TexasTemplate

Texas HOA Payment Plan Policy Template (§ 209.0062)

Statutory payment plan requirements, mandatory acceptance triggers, and a copy-pasteable policy document for Texas treasurers.

4 min read
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ColoradoTemplate

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.

5 min read
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All StatesTemplate

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.

2 min read
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All StatesTemplate

HOA Board Meeting Minutes Template

Capture motions, votes, attendance, and action items in a board-ready format. Includes executive session handling and secretary certification.

2 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

4 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

HOA Annual Budget Template

A spreadsheet-ready budget template covering operating expenses, reserve contributions, and per-unit assessment calculations.

3 min read
Coming soon
All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

4 min read
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All StatesTemplate

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.

4 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

4 min read
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All StatesTemplate

HOA Board Resolution Template

Formally adopt rules, policies, and operational decisions with a proper board resolution — covering purpose, authority, enforcement, and board certification.

3 min read
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All StatesTemplate

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.

2 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

3 min read
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All StatesTemplate

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.

3 min read
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