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SteveH25 (Illinois)
Posts: 1
Posted:
I have just become a board member (old members jumped ship) and I and the other members are really new to all of the responsibilities involved. Does anyone have, or know of a place, I could get samples of letters for past dues, annual dues, welcome letter, etc to get us started. We are the blind leading the blind. Thank you for any help you can give us.
SheliaH (Indiana)
Posts: 6,964
Posted:
This is why it's a good idea to have some sort of board of director's manual where this stuff can be stored and the newbies don't have to reinvent the wheel every time. Are ANY of the former board members willing to help gather all this material - it may be easier and faster to start there. If you have a property manager, that's the next best thing.

Otherwise, there are a variety of business letter templates on the Internet (some are free, others you have to pay for) and you can adapt your letters from that. The Community Association Institute (CAI.org) also has books and manuals you can purchase and I think its member site has sample letters you could adapt. Good luck!

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
CarolR11 (Colorado)
Posts: 2,563
Posted:
Sheila offers some nice advice, Steve. Welcome to the forum!

Does your HOA have any files at all?? Or, as Sheila suggests, do previous directors have file?? In them, there should be written attempts to collect late dues, invitations to hearings for disciplinary reasons, etc. If your state requires annual written disclosures to the HOA membership of your budget, reserves balances, etc., copies of those also should be in the files.

Or are you a new HOA so there are no files?? Perhaps your HOA just turned your HOA over to the homeowners? What size is your HOA, Steve?

Do you have an HOA attorney? If so, s/he can help you write certain kinds of letters in a way that complies with your state's laws about HOAs.

Other things that boards need to write are meeting minutes, agendas and requests for proposals (RFPs) from various kinds of contractors.

Although meant for CA HOAs, davis-stirling.com has very useful menus for the above kinds of documents, which mainly aren't specify to CA. There also is excellent advice about what to look for when seeking bids.
TimB4 (Tennessee)
Posts: 21,062
Posted:
Steve,

I'm willing to share. Contact me at [email protected]

FredB4 (Ohio)
Posts: 375
Posted:
Many of our letters and forms are designed by the board specifically for our association and our specific governing documents. Don't be afraid to do your own or alter examples to suit your own needs.

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