Association governing documents and a pen laid out on a desk for review

Library

Resources For Boards, Owners & Residents

Practical guides, forms, and straight answers — curated by our managers from the questions we hear most often.

Resource Library

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Guide · PDF

Board Meeting Checklist

A pre-meeting, in-meeting, and post-meeting checklist that keeps agendas on track and minutes defensible.

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Guide · PDF

Reserve Study Basics

How to read a reserve study, what the funding percentage really means, and how to talk to owners about assessments.

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Template

Annual Budget Worksheet

A line-item worksheet our managers use to build association budgets — with reserve contribution and contingency built in.

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Reference

Davis-Stirling Quick Reference

The California code sections that come up most often in board decisions — notices, elections, records, and assessments.

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Template

Vendor Bid Comparison Sheet

Compare competing proposals on scope, not just price — so the lowest bid doesn't become the most expensive project.

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Guide

Changing Management Companies

What to request, who to notify, and how to protect your association's records during a transition.

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General Questions

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Call (415) 123-4567 or email info@harborstonemanagement.com.

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