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Members Only Resources
The following documents are available to members only. The documents you see are are sample forms to help associations. If you see a form here that you would like to have, simply fill in the request form with your request and the forms will be emailed to you shortly. If you would like a copy of all forms simply just type "all forms" in the text box.

Please note that membership will be verified before forms are sent.
Available forms:
Bidding & Contracting

  •   A Decision Chart for Choosing Between           Association Staff and Contracting Out
  •   A Landscaping Maintenance Contract
  •   Bid Comparison Spreadsheet--Lawn Bid
  •   Bid Sheet & Pool Maintenance
  •   Landscape Contract Bid Form #1
  •   Landscape Contract Bid Form #2
  •   Landscape Contract Bid Form #3
  •   Landscape Contract Bid Form #4
  •   Landscape Contract Bid Form #5
  •   Landscape Contract Bid Form #6
  •   Landscape Maintenance Bid Instructions
  •   Landscape Maintenance Specification
  •   Request for Proposal--Asphalt Work
  •   Request for Proposal--Painting
  •   Request for Proposal--Pool Maintenance
  •   Request for Proposal--Snow Removal
  •   Snow Removal Bid Sheet
Board Meetings & Decision Making

  •   A Preparation for Meetings Check Applicable Status and Governing Documents
  •   A Sample Agenda Format
  •   A Sample Management Report
  •   Parliamentary Procedure
  •   Preparation for Meetings Give Notice of the Meeting
  •   Preparation for Meetings Prepare Participants
  •   Preparation for Meetings Prepare Supporting Materials
  •   Preparation for Meetings Prepare the Site
  •   Preparation for Meetings Select a Site
  •   Preparation for Meetings Set a Date Time and Place
  •   Sample Action List
  •   Sample Action Lists
  •   Sample Minutes
Community Leadership

  •   200X Management Plan
  •   Basic Parliamentary Procedure
  •   Board Member Transcript
  •   Committee Guidelines
  •   Election Policy and Procedures Resolution
Community Operations

  • An Evacuation Notice for a Condominium Association
  •   List of Records
  •   Maintenance Calendar
  •   Records Retention Schedule
  •   Sample Community Association Contact Sheet
  •   Sample Community Association Emergency Procedures
  •   Types of Community Management
Financial Management

  •     A National Reserve Study Schedule
  •   A Sample Collection Policy for Delinquent Accounts
  •   Aged Receivable Report
  •   Bad Debt Write Off
  •   Balance Sheet for Operating and Replacement Funds
  •   Cash Accounting
  •   Change Replace Fund Balances
  •   Charge of Accounts Excerpt
  •   Commercial Reporting Balance Sheet
  •   Commercial Reporting Statement of Income
  •   Commercial Reporting Statement of Income and Expenses
  •   Commercial Reporting Statement Unappropriated
  •   Competing Budgets Letter
  •   Covenant Language Collection of Assessment
  •   Decision Chart Staff Contracting
  •   Financial Records and Reports Checklist
  •   Fund Reporting Balance Sheet
  •   Fund Reporting Sample Statement of Income and Expenses
  •   Historical Data operating only Town Square Condo Assoc
  •   Independent Auditor's Opinion Letter
  •   Line Graph Comparison of Total Cash Reserve
  •   Modified Accrual Accounting Sample Statement of Revenue and Expenses
  •   National Reserve Study Standards
  •   Notes Comments for Budget B Proposed 2007 Budget
  •   Operating Fund Statement of Revenue and Expenses
  •   Payroll Analysis
  •   Payroll Analysis Sheet Example
  •   Proposed Budget A 2007 Town Square Condominium Association
  •   Proposed Budget B 2007 Town Square Condominium
  •   Proposed Budget B Alternate 2007 Calculation of Assessments
  •   Replacement Line Item Example
  •   Sample Accrual Accounting Statement of Revenues & Expenses
  •   Sample Cash Accounting Statement of Revenues and Expenses
  •   Sample Comparison Bar Graph of Expenses for Utilities
  •   Sample Fund Reporting Statement of Revenue and Expenses
  •   Sample Replacement Reserve Calculation
  •   Sample Replacement Reserve Schedule
  •   Sample Statement of Lien
  •   Table Of Useful Measurements
  •   Utility Line Item Example
Legal Aspects

  •    Areas of Legislative Activity that Affect Community Associations
  •   Rules of Conduct for Attorneys
  •   Sample Interview Questions for Prospective Attorneys
Human Resource Management

  •    Employment Inquiries
  •   Sample Form for Evaluating Job Applicants
  •   Sample Individual Development Plan
  •   Sample Job Description (Maintenance Employee)
  •   Sample Job Description (Site Manager)
  •   Sample Maintenance Staff Evaluation Criteria
  •   Sample Maintenance Staff Evaluation Form
  •   Sample Personnel Manual Policies and Procedures
  •   Sample Record of Personnel Conversation
  •   Sample Request For Proposal Lawn Maintenance
Insurance & Risk Management

  •   Comparison of Bids Form
  •   Grid Three Core Services
  •   How CGL and D&O Insurance Relate to One Another
  •   Master Glossary of Insurance Terms
  •   Premium Summary
  •   Sample Association Fact Sheet
  •   Sample Claim Report
  •   Sample Insurance Bid Request (Bidding Requirements)
  •   Sample Insurance Request for Proposal
  •   Sample Partial Bid Specifications
  •   Sample Unit Responsibility Chart for Community Associations
  •   Statement of Insurance and Fidelity Bond Coverage
Human Resource Management

  •    Employment Inquiries
  •   Sample Form for Evaluating Job Applicants
  •   Sample Individual Development Plan
  •   Sample Job Description (Maintenance Employee)
  •   Sample Job Description (Site Manager)
  •   Sample Maintenance Staff Evaluation Criteria
  •   Sample Maintenance Staff Evaluation Form
  •   Sample Personnel Manual Policies and Procedures
  •   Sample Record of Personnel Conversation
  •   Sample Request For Proposal Lawn Maintenance
Rule Development & Enforcement

  •    Architectural Variance Request Form
  •   Common Management Provisions
  •   Form for Responding to Variance Requests
  •   Resolution & Rules Enforcement Procedures
  •   Sample & Covenant Language on the Collection of Assessments #2
  •   Sample Collections Resolution
  •   Sample Covenant Language on the Collection of Assessments #1
  •   Sample Delinquency Letter
  •   Sample Policy Resolution #1--The Governing Documents are Silent
  •   Sample Policy Resolution #2--Clarification of the Governing Documents
  •   Sample Policy Resolution #3--Procedures for Developing Rules
  •   Sample Resolution #1--A Collection Policy for Delinquent Accounts
  •   Sample Resolution #2--A Collection Policy for Delinquent Accounts
Maintenance

  •    Characteristics of a Maintenance System
  •   Hurricane Land Disaster Plan
  •   Sample Carpet Analysis
  •   Sample Checklist
  •   Sample Community Association Maintenance Contact Sheet
  •   Sample Disaster Plan for a Condominium Association
  •   Sample Grounds Maintenance Record 20XX
  •   Sample Inspection Report or "Punch List"
  •   Sample Maintenance Calendar
  •   Sample Responsibility Chart for Residents in a Planned Community
  •   Sample Work Order/Response Form
  •   Typical Language on Physical Assets and their Maintenance from Governing Documents for a Condominium Association