Location of Community
HOA Board Member Contact Name
Contact Phone
Contact Email
What is the Association currently filed as? (corporation or non-profit organization) CorporationNon-Profit
Does the Association have an Attorney? Who is the Attorney? YesNo
If YES, please provide the name and contact information of the attorney
Are there any impeding lawsuits/legal actions pending against your community HOA board? YesNo
When were the Bylaws & CC&R's last revised?
GENERAL COMMUNITY INFO How many homes/units within the community?
What year was the community established?
What is your monthly meeting night? (example: 2nd Tuesday of each month)
When is your annual meeting?
Do you have a newsletter? YesNo
If Yes, How often do you print it?
What/how many community events do you have each year?
What is the age consistency within the community? (check all that apply) young adultselderly/retirementmiddle aged or executives
How many absentee owners do you have within your community?
What do the common areas/amenities consists of?
FINANCIAL When does your fiscal year end?
Are there reserve funds and schedules in place? YesNo
How much are the Assessments?
What is the billing frequency? MonthlyQuarterlySemi-AnnuallyAnnually
How are funds collected? MailLockboxCredit card processingOther
Is your Association interested in collecting fees electronically? YesNo
Do you have a collections problem? (Delinquency) YesNo
What is your current collection procedure?
Would you be willing to file suit for the collection of delinquent assessments? YesNo
Would you be willing to foreclose a lien on a property for delinquent assessments? YesNo
Who does Amenity supplies and purchasing? (toilet paper, paper goods, light bulbs, cleansers, etc)
Is the Association currently covered with the required limits of coverage as per your bylaws and within the industry? YesNo
Do you currently have any pending insurance claims? YesNo
Do you currently have a risk management plan? (fire extinguishers w/i entry ways and common areas, signage around pool areas in regards to danger) YesNo
Do you currently have an evacuation/emergency plan for all residents? YesNo
DEED RESTRICTION ENFORCEMENT Do you have current copies of the Association's CC&R's? YesNo
What methods are you currently using to enforce the deed restrictions?
Would you be willing to file suit for enforcement of violations? YesNo
OTHER What, if anything are you and your board trying to change/improve/accomplish? If you could add anything of value to your community, what would it by?
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