Gobernanza y Formación
Articles of Incorporation
Legal "birth certificate" of the association, filed with the Secretary of State to create the corporate entity.
Usar Plantilla →CC&Rs / Declaration of Covenants, Conditions & Restrictions
The "Constitution" — runs with the land, defining what owners can and cannot do with their property.
Usar Plantilla →Bylaws
The "Administrative Manual" — defines quorum, board elections, officer duties, and meeting procedures.
Usar Plantilla →Rules & Regulations
The "Day-to-Day" rules passed by the board (pet policies, pool hours, parking). Easiest to amend.
Usar Plantilla →Plat Map / Survey
Visual record of property boundaries, lot lines, easements, and common areas recorded at the county.
Usar Plantilla →Junta y Reuniones
Notice of Meeting
Formal announcement sent to all owners before a board or member meeting. Must meet state-mandated notice periods (typically 10–30 days).
Usar Plantilla →Meeting Agenda
The specific list of items to be discussed at a board or member meeting.
Usar Plantilla →Board Meeting Minutes
The official legal record of what was decided at each board meeting. Most states require these to be kept in perpetuity.
Usar Plantilla →Executive Session Minutes
Private records of sensitive board discussions (legal matters, personnel, collections). Usually not disclosed to owners.
Usar Plantilla →Annual General Meeting (AGM) Minutes
Official record of the yearly homeowner gathering, including election results and votes on major issues.
Usar Plantilla →Written Consent (Action Without Meeting)
Formal board decisions made via email or signed letter without a physical meeting.
Usar Plantilla →Board Resolution
A formal document recording a specific new policy or decision passed by the board.
Usar Plantilla →Proxy / Ballot
Documents used by owners to vote on board members or rule changes, including absentee and electronic ballots.
Usar Plantilla →Finanzas y Cuotas
Annual Budget
The projected income and expenses for the fiscal year. Must typically be distributed to owners before the fiscal year begins.
Usar Plantilla →Reserve Study
A professional report projecting the long-term cost of replacing major common-area components (roofs, roads, pools). Mandated by law in ~12 states.
Usar Plantilla →Balance Sheet
A snapshot of the association's assets versus liabilities at a specific point in time.
Usar Plantilla →Income Statement / P&L
A report showing actual income and spending versus the approved budget for a given period.
Usar Plantilla →General Ledger
The line-by-line record of every financial transaction the association makes.
Usar Plantilla →Accounts Receivable Report
A detailed list of all owners with unpaid assessments or fees.
Usar Plantilla →Audit / Financial Review Report
An independent review of the association's finances by a licensed CPA. Level required (audit vs. review vs. compilation) varies by state and revenue.
Usar Plantilla →Assessment Lien
A legal claim filed against a property when an owner fails to pay HOA assessments. Priority varies significantly by state.
Usar Plantilla →Violaciones y Cumplimiento
Notice of Violation (Courtesy Letter)
The first written notification to an owner that they are in breach of the CC&Rs or Rules & Regulations.
Usar Plantilla →Cease and Desist Letter
A formal legal demand to stop a specific violating action.
Usar Plantilla →Notice of Hearing
Due-process letter inviting the owner to appear before the board or a committee to dispute a violation before a fine is levied.
Usar Plantilla →Notice of Fine / Assessment
The document informing an owner of the specific monetary fine owed for a rule violation.
Usar Plantilla →Schedule of Fines
The published list of fines for specific violations. Must be adopted and distributed to be enforceable.
Usar Plantilla →ADR / Mediation Records
Alternative Dispute Resolution documentation — records from any mediation or arbitration proceedings.
Usar Plantilla →Architectural Review Committee (ARC) Decision
The formal approval or denial of an owner's request to modify their property (paint, deck, fence, solar panels, etc.).
Usar Plantilla →Comunicaciones al Propietario
Community Newsletter
Monthly or quarterly updates distributed to all residents covering community news and board announcements.
Usar Plantilla →Welcome / New Resident Packet
Information given to new residents upon move-in, including community rules, contact info, and key documents.
Usar Plantilla →Owner / Member Directory
A list of residents and contact information. Usually restricted for privacy; distribution rules vary by state.
Usar Plantilla →Maintenance Notice
An alert to residents about upcoming common-area work (e.g., paving, painting, utility shutdowns).
Usar Plantilla →Survey / Poll Results
Feedback collected from the membership on community matters.
Usar Plantilla →Official Correspondence
Formal letters sent to the entire membership regarding major issues (special assessments, litigation, policy changes).
Usar Plantilla →Cumplimiento y Legal
Master Insurance Policy
The HOA's primary insurance policies covering general liability, property (common areas), and Directors & Officers (D&O) liability.
Usar Plantilla →Vendor Contracts
Written agreements with all service providers (landscapers, pool companies, attorneys, accountants).
Usar Plantilla →Management Agreement
The formal contract between the HOA and a professional property management company (if applicable).
Usar Plantilla →Federal Tax Return (Form 1120-H)
The annual federal tax filing for the HOA as a tax-exempt nonprofit entity.
Usar Plantilla →Secretary of State Annual Report
Annual filing to keep the HOA's corporate status active with the state.
Usar Plantilla →Resale / Closing Disclosure Package
The package of HOA documents required to be provided to a buyer at closing. Name and requirements vary significantly by state.
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