FORMS & CHECKLISTS ...


This page contains sample documents and forms. Be advised that these may be generic examples that may not fit your individual needs. Due to differences in state and local statutes, you may need to have your attorney review certain documents before putting them to use as is. Editable Versions - Email Sara (NevadaHOAGuru) for available editable (MSWord) versions. Most modern browsers have a built-in PDF reader. Otherwise, you can download a current version of Adobe Reader (or another PDF reader) to view PDF files! It is a free download from the Adobe site. The link is http://get.adobe.com/

reader/?promoid=BUIGO (the main page www.adobe.com also has a link to download Adobe Reader).

FORMS

ACCOMMODATION 

Accommodation Form - 2018

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ADMINISTRATIVE

Action Without a Meeting
Action Without a Meeting Resolution
Agenda - Board Meeting
Management Report
Sample Minutes - 2009

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AGE RESTRICTED COMMUNITIES

Adult Age Verification Form

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ANNUAL MEETINGS

Checklist - 2009
Conducting an Election Meeting Resolution
Minutes Resolution - 9-17-2012
Please Note and Take Heed

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ARCHITECTURAL

Architectural Standards
Application Form

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BOARDS & BOARD MEMBERS

Agenda - Creation of Board Meeting Agenda
Agenda - Board Meeting

Checklist for New Board Members - pdf or doc.  ... New 03/2021
Do You Have an Anger Problem?
Fiduciary Responsibility Resolution - 2012
Handing over the Gavel Resolution
Minutes Resolution - 2009
Please Note and Take Heed Form

Sample Resolution - Roberts Rules
So Now You're on the Board ... Now What?
Unanimous Written Consent Form 

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BUDGETS

Budget Cover Letter
Reserve Disclosure Summary to Homeowners
Sample Budget

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COMMITTEES

Charters

Resolution to Form a Welcome Committee ... New 05/2021     

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COMMUNICATION

Welcome Letters

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CONTRACTS & SPECIFICATIONS

Contractor Guidelines
Confidentiality Agreement
Landscape Contract Specifications

Management Contract

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ELECTIONS

Resolution for Election by Acclimation

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EDUCATION - COMMUNITY MANAGER

Sample Form - Continuing Education Classes Taken

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FEDERAL GOVERNMENT

W-9 Form

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FINANCE & TAXES

1120 vs 1120H Federal Tax Filing
Investment Policy & Procedure

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HOMEOWNER VOLUNTEERS

10 Reasons to Volunteer

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INSURANCE

Deductible Policy

Workers Comp Anatomy (Flow Chart)

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LANDSCAPE MAINTENANCE

Artificial Turf Resolution Guidelines

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MAINTENANCE

Fall Maintenance Tips for the Homeowner
Federal Tot Lot Inspection
Statement of Responsibility

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MANAGEMENT

Management Report
Conflict of Interest and Ethics Form
Do You Have an Anger Problem?
Sample Form - Continuing Education Classes Taken

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MEETINGS

Disrupting a Meeting
Meetings Spreadsheet
Robert's Rules Resolution

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NEWSLETTER ARTICLES (for your newsletters)

Fall Tips for the Homeowner
Washer Hoses
10 Reasons to Volunteer

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NUISANCE

Bird Feeders - Resolution 

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OWNERS

Do You Have an Anger Problem?

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PROVISIONAL MANAGERS

Provisional CAM Hours Tracking (xlsx Excel File)

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TENANTS

Delegation of Use

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REAL ESTATE & LAND

Leasehold vs Fee Simple

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TRANSITION DOCUMENTS

Transition Committee Charter

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VEHICLES

Unlicensed Motorized Vehicles

CHECKLISTS

 

ANNUAL CALENDAR

Inspection Checklist

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ASSETS

Are Your Assets Secure?

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BOARD MEMBERS

Annual Planning Checklist for the Board

Are YOU a Good Board Member?  ... New 06/2021

Checklist for New Board Members - pdf or doc.  ... New 03/2021

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DEVELOPER TRANSITION

Transition Checklist

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INSURANCE

Insurance Checklist  ... Updated 01/2019

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MAINTENANCE

Inspection Checklist

Roofing Checklist

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MEETINGS

Annual Meeting Checklist

Meetings Spreadsheet

Disrupting a Meeting Checklist

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OFFICERS

President's Checklist

Secretary's Checklist

Treasurer's Checklist

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RESERVES

Checklist for Hiring a Reserve Specialist (pdf)   With form fields (pdf)  Update 02/2020

Note: An editable Word form can be made available for those who wish to modify this form for their
use. Contact seblv@aol.com.
 

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TRANSITION

Transition Checklist

 

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