"Hoa Meeting Minutes Template"

Homeowner Association Meeting Minutes represent an official record of everything that has been said or occurred during the meeting of community residents who comprise the Homeowner Association (HOA). This document will serve as a perfect tool to remind the members of the HOA what was discussed and agreed upon during the meeting. Fill out the same template every time homeowners get together to discuss important arrangements and ideas that affect the whole community - it will allow you to avoid misunderstandings and be more consistent when implementing and applying rules.

Alternate Name:

  • HOA Board Meeting Minutes;

Download an HOA Meeting Minutes template via the link below. In case you are looking for meeting minutes you can use to take notes of conversations and decisions made by your company, consider completing the Board Meeting Minutes template to capture all the meeting highlights. Additionally, Shareholders Meeting Minutes will help the organization to see the agreements and resolutions discussed and introduced during the official meeting of shareholders.

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What Should HOA Meeting Minutes Include?

Here is how you should compose the HOA meeting minutes:

  1. Write down the name of the association and indicate the time of the meeting.
  2. List the HOA board members present at the meeting. In case you invited third parties, it is recommended to include their names as well.
  3. Confirm the association has established a quorum in accordance with the HOA bylaws and certify the motion to approve the minutes has been carried out.
  4. Unless the meeting was necessary because of the emergency, typically all HOA board meetings and minutes follow the same rules and guidelines. Moreover, it will be easier for you to maintain similar records if you choose to fill out Sample HOA Meeting Minutes and stick with one template.
  5. Start with the financial report. Record the details shared by the treasurer - they must provide you with the information regarding the total assets of the association, operating budget, reserves, and board-approved liens.
  6. Write down the key details from the manager's report.
  7. Once the board members have expressed their opinion about old or new business, you need to record it in the minutes. It may be a good idea to separate old issues and initiatives you have worked on already from new ideas and proposals.
  8. Enter the results of the vote in case the members have decided to implement a new rule or motion.

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HOA Meeting Minutes
of
____________________________________
Name of Corporation
A combined meeting of the Board of Directors was held at the office of the
_____________________ on _____________________ at _____________________
_______________________________________________________.
The following board members were present at the meeting:
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
Name(s) of Board Members Present
Name(s) of Board Members Present
Others present:
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
Name(s)
Name(s)
Absent:
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
Name(s)
Name(s)
The ___________________ successfully established a quorum at ________ AM/PM.
Association Name
Time
Motion by _____________________, seconded by _____________________, to
approve the minutes of the _____________________.
Motion carried out at ________ AM/PM.
©
TEMPLATEROLLER.COM
HOA Meeting Minutes
of
____________________________________
Name of Corporation
A combined meeting of the Board of Directors was held at the office of the
_____________________ on _____________________ at _____________________
_______________________________________________________.
The following board members were present at the meeting:
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
Name(s) of Board Members Present
Name(s) of Board Members Present
Others present:
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
Name(s)
Name(s)
Absent:
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
Name(s)
Name(s)
The ___________________ successfully established a quorum at ________ AM/PM.
Association Name
Time
Motion by _____________________, seconded by _____________________, to
approve the minutes of the _____________________.
Motion carried out at ________ AM/PM.
©
TEMPLATEROLLER.COM
1. Financial Report. _____________________ gave the Treasurer’s report as follows
at ________ AM/PM:
● Total assets as of _____________________;
● Operating $_____________________;
● Reserves $_____________________;
● Delinquencies $_____________________;
● Lien on APN (___________________________) approved by the Board.
2. Managers Report. _____________________ gave the report as follows at
________ AM/PM:
● _______________________________________________________________;
● _______________________________________________________________;
● _______________________________________________________________.
3. Unfinished Business. _____________________ discussed unfinished business at
________ AM/PM:
● _______________________________________________________________;
● _______________________________________________________________;
● _______________________________________________________________.
4. New Business. The Board reviewed proposal by _____________________ to do
the following:
● _______________________________________________________________;
● _______________________________________________________________;
● _______________________________________________________________.
The Board took a vote through a show of hands. All board members voted to
_____________________ the proposal.
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TEMPLATEROLLER.COM
5. Closing.
___________________
___________________
___________________
Time of
Date of Next
Time of Next
Adjournment
Board Meeting
Board Meeting
_______________________________
_______________________________
Name of Secretary
Name of Board President
_______________________________
_______________________________
Signature of Secretary
Signature of Board President
©
TEMPLATEROLLER.COM
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