EMAIL - EM-1 - How to Use and Manage Email to the Best Advantage. Find out how to avoid pitfalls, how to use email without creating an illegal meeting, how to protect confidentiality, and how to use it to the best advantage. Management of email can be difficult, but not impossible. Appropriate use of technology can make your work and life easier. Find out what disclosures and notices can be sent by email. You can pre-order. Anticipated release date is July 15, possibly sooner.
ENFORCEMENT - EN-1 Basic Enforcement Concepts No. 21
Defining what is needed to enforcement (authority), limits on enforcement (laws and cases), and how to set up basic policies to help with consistency and success in enforcement. (Does Not Cover Collection of Assessments).
ENFORCEMENT - EN-2 Intermediate Enforcement Points and Helpful Hints No. 22
Sorting out use of Hearings, ADR, and IDR. Which of these processes are required, useful, and when is the best time to use each. Which parties are required to come to the table and which are not.
ENFORCEMENT - EN-3 Advanced Enforcement on Parking Issues No. 23
How to set policies, when you can tow, and what other methods have proven successful.
ENFORCEMENT - EN-4 Advanced Enforcement on Neighbor to Neighbor Issues†No.†24
Information on handling complaints involving smoking, noise, threatening and bothersome pets, etc. Learn about cases and statutes that have bearing, and when the Associations should get involved.
LEASE/RENTAL LIMITATIONS LL-1 - What Are They? Are They Legal?
Includes a discussion of treatment of renters, and also what limitations can be imposed, including amending the documents to prohibit or limit leasing/renting in an HOA development.
MAINTENANCE Primer - M1 - This Primer covers the very basics about who fixes what in a condominium or planned development (attached housing) in California. Find out how to decipher the question of which controls, the law or the governing documents, given what each says about maintenance responsibilities. As for Boards, find out how to set good policy and follow it so as to avoid legal issues. As an owner or Board, find out what your responsibilities are and what can be done if you ignore the responsibilities.
MANAGEMENT AND VENDORS - MV-1 - Choosing and Evaluating Vendors and Management for the Association.
This Primer is about choosing vendors and managers for the association. You will learn what traits to look for, what questions to ask, what to look for in contracts, and how and when to evaluate those who provide services to the association.
RECORDS - RC1 - Record Keeping Practices -
This Primer includes the legal requirements for record keeping in California HOAs. (Including Financials, Minutes, etc.) It identifies issues relating to release of minutes and the membership list, and the form of accounting used. A suggested records retention chart is included.
RECORDS INSPECTION - RC2 - ALL ABOUT RIGHTS TO INSPECT HOA AND CONDO ASSOCIATION RECORDS - Find out what HOA and CONDO records homeowners have a right to inspect and/or copy. Find out what restrictions on inspections can be imposed, what charges can be made, and what can be done to protect from identity theft. Common disputes and solutions will be described. There is a long list of records subject to inspection, most of which are financial records. You can pre-order. Anticipated release date is July 15, possibly sooner.
RESERVES - R1 - What Must be Put Away No. 8 -
Reserves, What Must be Put Away - - What can be spent and on what.
RESERVES - R3 - What Does Fiduciary Duty with Regard to Saving, Investing and Funding Really Mean? No.10 -
Reserves, Reserves, Reserves: "Reserves, What does Fiduciary Duty with Regard to Saving, Investing and Funding Really Mean?"
ARCHITECTURAL CONTROL - Forms
Includes lots of information on how to set policy and standards, the importance of doing so, and contains a sample policy, resolution, letter to owners, and sample violation letters, approval and denial forms. retroactive approval forms, etc.
ASSESSMENTS - AF-1 Forms Used in Collections -
Includes Sample Collection Policies, Sample Pre-Lien Letter, Lien, Notice of Default, Notice of Sale, and IDR/ADR Response Letters.
ELECTIONS Forms - EL-F1 - Forms Used in Elections
Includes Sample Proxy, Sample Ballot, Sample Letter to Owners to Go With New Rules, Model Election Rules, and Other Sample Election-related Forms.
ENFORCEMENT - EN-F-1 ≠ Forms Used in Enforcement
Includes Sample Enforcement Policy, Fines Policy, Letters, Resolutions, Rules Circulation Letters and Helpful Hints in Developing Your Own Rules to Enforce.
OPERATIONS - OPF-1 - Forms Used in Operations -
Includes Notices of Various Types of Meetings, Sample Agenda, Minutes, Sample Resolution format, Written Unanimous Consent Form with Guidance, etc.
OPERATIONS - OPF-2 - Policies Used In Operations -
Form: A conglomeration of Sample Policies including Fines, Enforcement, Meetings, IDR/ADR, Parking, Satellite Dish and other Policies.