Tool Category: Model Forms

Get to the Bottom of Employee Turnover

The best way to find out why an employee is leaving is to ask her, using an exit interview. Armed with answers to the questions asked, you can take steps to make working for your community more attractive and, possibly, increase community spirit. Satisfied employees will be more responsive to a community’s needs and more…

Use Checklists When Inspecting Air Conditioning System

Here are checklists that your maintenance staff can use to inspect and record the condition of your community’s air conditioning system before summer temperatures peak. The first checklist is for communities that use systems that work off central chillers with cooling towers; the other is for communities that use individual condensing units and are responsible…

Use Architectural Application to Protect Association

Here’s a form your architectural committee can adapt to reflect the important points and requirements of your review process. The architectural review requirements for granting consent should be clearly stated in your community’s governing documents. Show this form to your attorney before adapting it for your own use.

Use Checklist to Document Lead Paint Work Practice Compliance

If you are having your trained and certified maintenance staff perform renovation work that disturbs lead paint, be sure to have them fill out the checklist below and distribute copies of it to the residents of the building being renovated. This checklist demonstrates compliance with the EPA’s Renovation, Repair, and Painting rule training and work…

Use Age Verification Form to Comply with Senior Housing Requirements

Use the following form every two years to verify the ages of residents in your age-restricted community to fulfill federal law obligations. Be sure to show it to your attorney for possible additional state and local law considerations before adapting it for use at your community.

Use Qualification Form to Compare Insurance Agents-Brokers

We created the following form with the help of risk management consultant David Grenier. 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.