Resources for the Association Property Community

While we have been known to say that Escaping Condo Jail should be required reading for anyone with an interest in condominium and homeowner association properties, we recognize that time is precious for most people.

That said, downloading and reviewing the resources on this page can be the best first step to understanding essential processes and policies that should be part of every property association’s core. The contents of these documents are all available in the pages of Escaping Condo Jail and are excerpted here for sharing.

Resource Documents

Here’s where you’ll find a broad range of useful information about standard procedures and best practices for associations. The goal of making this available is to ensure transparent and accountable management that benefits all owners, as well as potential buyers.

Financial Procedures Checklist – our 35-point recommendation
Download PDF

Useful sample documents that are part of the process in well-managed associations.

Sample Code of Ethics
Learn more about why a Code of Ethics is needed and how it should be used to ensure proper conduct and good governance.
Download Word Document

Sample Conflict of Interest
Designed to avoid Conflicts of Interest whether intentional or unintentional, this is the statement of policy that should be agreed to by every member of the board of directors.
Download Word Document

Sample Conflict of Interest Disclosure
If there is a conflict or a potential conflict, this sample form is intended to help the association protect itself by documenting the board member conflict in the association records.
Download Word Document

Sample Board Minutes
Well-organized and accurate minutes of board meetings are essential to good governance and transparent management. This document provides recommendations as well as a sample template for the board’s use.
Download Word Document

Sample Association Balance Sheet
Four samples are provided to help generate a clear and comprehensive financial view for distribution to board members, owners and prospective buyers.
Download Word Document

Riders for Condo Association and Home Owner Association properties to ensure that obtaining a ViabilityChek and PARScore are required as part of the purchase contract.

Condo Inspection Rider
For Condominium Association properties
Download Word Document

HOA Inspection Rider
For Home Owner Association properties
Download Word Document