Resources

Tools, templates, guides, and compliance resources for running HOA and condo elections, tracking quorum, managing proxies, preparing ballots, and certifying results.

Platform

Compliance

Guides & Tools

Form Database

Search by keyword, category, or tag to find board and election forms.

18 forms

Category

Tags

Ballots

HOA Ballot Template

Downloadable ballot template with proper formatting.

TemplateElection

Ballots

HOA Election Ballot Template

Candidate, motion, amendment, and budget vote ballot format.

TemplateElection

Proxies

HOA Proxy Form Template

General and limited proxy authorization form.

TemplateProxy

Proxies

General Proxy Form

Template for discretionary proxy representation where permitted.

TemplateProxy

Proxies

Limited Proxy Form

Template for specific voting instructions on listed items.

TemplateProxy

Proxies

Florida HOA Proxy Form

Florida-focused proxy worksheet for meetings and limited instructions.

TemplateProxyState-specific

Notices

Annual Meeting Notice Template

Meeting notice for annual elections, agenda details, and submission deadlines.

Phase 1TemplateNotice

Notices

Special Meeting Notice Template

Purpose-limited notice template for special votes and one-topic meetings.

Phase 1TemplateNotice

Meeting Operations

Board Meeting Minutes Template

Minutes template for board attendance, motions, vote outcomes, and action tracking.

Phase 1TemplateMinutes

Meeting Operations

Member Meeting Minutes Template

Minutes template for quorum call, agenda outcomes, and owner comment records.

Phase 1TemplateMinutes

Proxies

Proxy Revocation Form

Owner form to revoke a previously submitted proxy before meeting deadlines.

Phase 1TemplateProxy

Proxies

Proxy Validation Checklist

Checklist for reviewing proxy signatures, authority scope, and submission timing.

Phase 1ChecklistProxy

Certification

Election Results Certification Form

Certification worksheet for final tally confirmation and sign-off.

Phase 1TemplateCertification

Consent

Electronic Notice and Voting Consent Form

Owner consent form for electronic notices, ballots, and election updates.

Phase 1TemplateCompliance

Notices

Notice of Meeting Template

Meeting notice template with agenda, voting, and proxy instructions.

TemplateNotice

Nominations

Candidate Nomination Form

Collect candidate details, eligibility confirmation, and statements.

TemplateNomination

Certification

Election Inspector Checklist

Before, during, and after election review checklist.

ChecklistInspector

Certification

Vote Tabulation Worksheet

Track candidate totals, rankings, and certification notes.

WorksheetTabulation