Subscriber Resources
Resources are color coded according to subscription:  Copper, Silver or Gold. For resource details, click on the title or scroll down review them all.
       Accounting Issues        Insurance Issues
       Article Archive        In the News
       Ask the HOA Expert        Manager Issues
       Attorney Databases        Meetings
       Best Practices        Newsletter Basics
       Books        Planning Tools 
       Borrowing Money        Policy Samples 
       Checklists        Resale Disclosure
       Committees        Reserve Planning 
       Contractor Issues        Resident Handbook
       Cost Cutting         Resolution Process 
       Developer Issues        Resource Links
       Discussion & Blogs        Software
       Forms        Specifications
       Glossary        Statutes
       History of HOAs         The Regenesis Report
       HOA Websites        The Regenesis Report Archive
       Homeowner Advocacy        
Accounting Issues
  • Sample Budget
  • Sample Income & Expense Statement
  • Accounting & Database Software
  • Accounting Codes
  • Articles See Article Archive under "Accounting"
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Article Archive
Over 1200 articles organized by category: Ask the HOA Expert, Communication, Developer, Financial, Giggles, Inspirational, Insurance, Legal, Living in Harmony, Maintenance, Management, Meetings, Quotes, Security and Teamwork.
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Ask the HOA Expert
Pose your most baffling HOA management questions by email and get an informed and objective answer from the HOA Expert.
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Attorney Databases
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Best Practices
  • Community Harmony & Spirit
  • Efficiency
  • Financial Operations
  • Governance
  • Green Communities
  • Reserve Study
  • Security
  • Strategic Planning
  • Transition from Developer
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Books 
Categories: Appraisal, Buying & Selling, Development, General, Governmental, Legal, Management, Meetings and Rule Making.
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Borrowing Money
Learn the secrets for getting bank financing for those large renovation projects. 
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Checklists
Quick references to organize and prioritize tasks.
  • Developer Transition
  • Maintenance: Hurricane
  • Maintenance: Spring
  • Maintenance: Winterization
  • Management: Screening
  • Management: Key Indicators
  • Meeting: Annual Meeting
  • Meeting: Parliamentary Cheatsheet
  • Resale Disclosure:  HOA Buyer
  • Security
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Committees
Overview of the committee structure and suggested committees.
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Contractor Issues
  Identify qualified contractors.
  • Contractor Licensing Information
  • Contract Boilerplate Provisions
  • Contractor Screening Checklist
  • Form W-9 and IRS Instructions
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Cost Cutting
Numerous ways to significantly reduce your HOA's expenses.
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Developer Issues
  • Turnover Checklist   List of information that should be provided at turnover.
  • Articles   See Article Archive under "Developer"
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Discussion & Blogs
Pose questions or offer solutions.
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Forms
Adapt these form samples to your HOA's use:
  • Agenda  Sample of a Timed/Action Agenda
  • Architectural Change Request 
  • Facility Reservation Form  Generate additional income for the HOA
  • Collection Notice #1 
  • Collection Notice #2 
  • Collection Notice #3 
  • Proxy  Use the form that ensures a meeting quorum
  • Rule Violation Letter  Make your point in a professional and objective way to get compliance.
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Glossary
A comprehensive list of HOA terms and their meanings.
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History of HOAs
They're older than you think.
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HOA Websites
  • HOA Website List   Sorted by location and graded for content.   Add yours to the list.
  • Recommended Content & Layout   Rating system to assist you in building an effective HOA website
  • HOA Website Service Providers  Website services designed for HOAs.
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Homeowner Advocacy
Learn from those that oppose the HOA concept.
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Insurance Issues
Choose the right insurance agent and coverage. 
  • Finding it at the right price  How to find the right HOA Insurance
  • Coverages  Explanation of different types of insurance
  • Articles   See Articles Archive under "Insurance
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In the News
Online HOA news and information sources.
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Manager Issues
Finding and keeping a good HOA manager takes planning, careful oversight and teamwork.  HOA management requires specific training and experience.  There are few that fit the bill so do your homework before hiring one.  
  • HOA Management Screening Checklist 
  • HOA Management Agreement    For professional managers   (ADDITIONAL CHARGE)
  • Directory of HOA Managers  Credentialed HOA managers by location
  • Selecting Professional HOA Management   What to look for in qualified candidates
  • Request for HOA Management Proposal  Specifications for apples to apples bids
  • Articles   See Article Archive under "Management"
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Meetings
  • Agenda  Having the right agenda can make or break your meeting
  • Minutes  How to record meeting information.
  • Parliamentary Procedure   Process for running an orderly and productive meeting
  • Proxy   Critical component of running a successful annual meeting
  • Seating Options  Where you sit defines where you stand
  • Articles   See Article Archive under "Meetings"
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Newsletter Basics
Learn the essentials of a highly effective newsletter.
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Planning Tools
Proven HOA management strategies:
  • Annual Meeting Checklist
  • Areas of Responsibility  Separates responsibilities HOA vs. member.
  • Board Operations Manual  Critical information at the Board's  fingertips.
  • Contractor Screening Checklist  Get the best result by asking the right questions.
  • Fraud & Embezzlement Checklist  Proven methods for minimizing these problems.
  • Planning Calendar   One page schedule to track HOA events.
  • Record Retention Checklist   Keep records long enough to satisfy regulators.
  • Security Checklist  How to keep your HOA safe and secure.
  • Spring Checklist  Unbatten the hatches.
  • Winterization Checklist  Prepare for the coming storms.
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Policy Samples
  • Alternative Dispute Resolution (ADR)   Settle conflicts quickly and cheaply
  • Architectural Design  Maintain consistent look and high standards
  • Areas of Responsibility  Assigns by component to either HOA or owner
  • Collection  Absolutely essential since the HOA can't function without money
  • Creation & Use of Resolutions  Formalizes use of the resolution process.
  • Insurance Deductible   Explains how HOA insurance deductibles are handled.
  • Mold   Defines the HOA's and owners' responsibility in remediation
  • Move In & Out Policy  Stay in control of moving action.
  • No Smoking  Restricts the impacts of second hand smoke in the common areas
  • Parking  Assigns parking and defines allowable vehicles
  • Pets   Defines what mix works best
  • Rental Restriction  How to limit the number of rentals in your HOA
  • Rental Prohibition  Eliminate all rentals from the HOA.
  • Reserve Funds Investment Policy   Don't invest without one.
  • Reserve Study & Funding  Holds the Board accountable to long range planning
  • Rules Enforcement   Enforcement, penalties and appeal process
  • Schedule of Fines   List of finable offenses, how much and how often
  • Signs   Limit the kind, size, location and time limit
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Resale Disclosure
A checklist of information that every HOA should have available for prospective buyers
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Reserve Planning

The indispensable plan for preventive maintenance, timely renovation and sustaining high property values with no special assessments. 

  • Reserve Planning & Funding Policy  Defines how, when and why
  • Reserve Study Component Checklist  The list is longer than you think it is
  • Reserve Study Q&A  FAQs about this important process
  • Reserve Study Tutorial  A step by step process
  • Reserve Terminology   Understand the buzzwords
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Resident Handbook
Essential information every resident should have on hand.
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Resolution Process
Effective alternative to amending the governing documents. 
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Resource Links
Hundreds of HOA resources sorted by topic.
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Software  HOA
Accounting, database and reserve study software
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Specifications
se these specifications when getting bids:
  • Architectural Design Guidelines  
  • Good Neighbor Fence   Privacy, looks and durability at an affordable price.
  • Landscaping-Florida   For tropical climates.
  • Landscaping-Northern US   For northern climates.
  • Painting-Exterior   .
  • Paving-Asphalt-Overlay   How to renovate your asphalt. 
  • Paving-Asphalt-Sealcoat   How to waterproof your asphalt.
  • Pool-Closing  How to winterize the pool system.
  • Pool-Opening  How to de-winterize the pool system.
  • Tree Pruning   Arborist protocols and standards.
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Statutes 
  • Online HOA statutes for all 50 states and several countries. 
  • Federal regulations on Senior Communities
  • Satellite Dish Regulations
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Strategic Planning
Learn the facets and framework for effective long range planning.
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The Regenesis Report
Monthly newsletter with timely articles wrapped in a winning philosophy.  Considered by many the best HOA newsletter available anywhere.  All articles are stored in the Article Archive.
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The Regenesis Report Archive
The Regenesis Report is also available in PDF (Portable Document Format) which may be emailed to others, saved to a file folder and printed out.  Click Here to see a sample PDF newsletter.
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