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
|
- Sample Budget
- Sample Income & Expense Statement
- Accounting & Database Software
- Accounting Codes
- Articles See Article Archive under "Accounting"
|
[
Return to Directory ]
|
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.
|
[
Return to Directory ]
|
Ask the HOA Expert
|
Pose your most baffling HOA management questions by email and get an informed and objective answer from the HOA Expert.
|
[
Return to Directory ]
|
Attorney Databases
|
[
Return to Directory ]
|
Best Practices
|
- Community Harmony & Spirit
- Efficiency
- Financial Operations
- Governance
- Green Communities
- Reserve Study
- Security
- Strategic Planning
- Transition from Developer
|
[
Return to Directory ]
|
Books
|
Categories: Appraisal, Buying & Selling, Development, General, Governmental, Legal, Management, Meetings and Rule Making.
|
[
Return to Directory ]
|
Borrowing Money
|
Learn the secrets for getting bank
financing for those large renovation projects.
|
[
Return to Directory ]
|
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
|
[
Return to Directory ]
|
Committees
|
Overview of the committee structure and suggested committees.
|
[
Return to Directory ]
|
Contractor Issues
|
Identify qualified
contractors.
- Contractor Licensing Information
- Contract Boilerplate Provisions
- Contractor Screening Checklist
- Form W-9 and IRS Instructions
|
[
Return to Directory ]
|
Cost
Cutting
|
Numerous ways to significantly reduce your HOA's
expenses.
|
[
Return to Directory ]
|
Developer Issues
|
- Turnover Checklist
List of information that should be provided at turnover.
- Articles See
Article Archive under "Developer"
|
[
Return to Directory ]
|
Discussion & Blogs
|
Pose questions or offer solutions.
|
[
Return to Directory ]
|
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.
|
[
Return to Directory ]
|
Glossary
|
A comprehensive list of HOA terms and their meanings.
|
[
Return to Directory ]
|
History of
HOAs
|
They're older than you think.
|
[
Return to Directory ]
|
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.
|
[
Return to Directory ]
|
Homeowner Advocacy
|
Learn from those that oppose the HOA concept.
|
[
Return to Directory ]
|
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
|
[
Return to Directory ]
|
In the News
|
Online HOA news and information sources.
|
[
Return to Directory ]
|
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"
|
[
Return to Directory ]
|
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"
|
[
Return to Directory ]
|
Newsletter Basics
|
Learn the essentials of a highly effective
newsletter.
|
[
Return to Directory ]
|
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.
|
[
Return to Directory ]
|
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
|
[
Return to Directory ]
|
Resale
Disclosure
|
A checklist of information that every HOA should have
available for prospective buyers
|
[
Return to Directory ]
|
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
|
[
Return to Directory ]
|
Resident
Handbook
|
Essential information every resident should have on hand.
|
[
Return to Directory ]
|
Resolution Process
|
Effective
alternative to amending the governing documents.
|
[
Return to Directory ]
|
Resource Links
|
Hundreds of HOA resources sorted by topic.
|
[
Return to Directory ]
|
Software HOA
|
Accounting, database and reserve study software
|
[
Return to Directory ]
|
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.
|
[
Return to Directory ]
|
Statutes
|
-
Online HOA statutes for all 50 states and several countries.
- Federal regulations on Senior Communities
- Satellite Dish Regulations
|
[
Return to Directory ]
|
Strategic
Planning
|
Learn the facets and framework for effective long range planning.
|
[
Return to Directory ]
|
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.
|
[
Return to Directory ]
|
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.
|
[
Return to Directory ]
|
|
[
Return to Directory ]
|
Go to New Subscriber Registration
|