HOA board records checklist
Organize governing documents, financial records, maintenance obligations and decisions before an HOA board review.
Development · Governance · Completion
HOA and developer resources
Prepare the record before the decision. These printable working tools help HOA boards, developers and advisers organize evidence and identify questions for qualified professionals.
Choose a working checklist
Declarant transition document checklist
Prepare an evidence-based developer-to-HOA transition review covering rights, assignments, assets, records and unresolved obligations.
Development completion readiness checklist
Review infrastructure, approvals, capital, construction sequencing and buyer disclosures before restarting a stalled residential development.