Archives: Model Tools

Ask your association’s attorney to help you adapt the following example of a letter that you can use to notify association members that a crime has occurred at the community. Try to include specific information, such as the type of crime and where it happened, tips for members to take precautions to protect themselves, and…

Your association’s architectural review committee should have a standard, carefully drafted architectural change application that protects it from liability and benefits members who wish to change their properties. You can adapt this form to reflect the important points and requirements of your review process. The architectural review requirements for granting consent should be clearly stated…

Board members are only as good as the information they’re given, so it’s important to set a policy that facilitates information sharing between old and new members. Your policy should require the first official meeting of the new board to be a “transition” meeting between the old and new board members. It should require outgoing…

Drones can be used by associations in a variety of ways: to inspect buildings for damage, assess architectural review committee (ARC) compliance (to determine whether a member did what she said she would with regard to variances), and discover covenant violations. But they’re also a source of entertainment when used recreationally. A policy that sets…

Ask your association’s attorney about how you can adapt this fair housing code of conduct for use at your community. It instructs your maintenance staff on how to act around members in a way that won’t prompt a fair housing lawsuit.

The following Model Pledge, which spells out a code of conduct, asks candidates for the association board of directors to abide by the association’s code of campaign conduct. And it recites the components of the association’s code of campaign conduct. Show this to your attorney before adapting it for use at your community.

Send this form to prospective insurance agents/brokers to learn about their experience and service in community association risk and coverage. You can also use this form to reevaluate your current agent/broker to determine whether you are getting the best possible service.

The following interview form includes the key criteria on which to rate an applicant for employment at your community. It also gives interviewers a chance to explain their answers in their own words. You can adapt the form for your hiring process.

Your records coordinator should complete the following form each time association records are destroyed. Ask your attorney if it’s wise to include any additional information that would further protect the association.