Free downloads

14 worksheets your board can print and use for free tonight

Every one of these came out of a real board meeting where somebody needed a page that did not exist. They are one page each, made to print, and free. No account, no card.

The Special Assessment Worksheet Free
The Special Assessment Worksheet

The six-step checklist, the funding math with blanks for your numbers, the Florida notice timeline, and a payment-plan …

The HOA Record Retention Schedule Free
The HOA Record Retention Schedule

Keep forever, keep seven years, keep one to three, and the storage standard that survives board turnover. One page, mad…

The Late-Dues Collection Timeline Free
The Late-Dues Collection Timeline

The policy numbers to set once, the day 1 to day 90 timeline for every account, and the guardrails that keep collection…

The Reserve Study Starter Free
The Reserve Study Starter

Inventory the big components, run the set-aside math on your three largest, and pick a funding policy the board actuall…

The Meeting Minutes Template Free
The Meeting Minutes Template

The header, the order of business, and a motions log. Fill it in during the meeting and the record writes itself. One p…

The Annual Budget Worksheet Free
The Annual Budget Worksheet

Income, operating expenses, the reserve contribution, and the per-unit math, on one page the whole board can read befor…

The Budget Season Calendar Free
The Budget Season Calendar

August to January, month by month: actuals, the insurance quote, real contract bids, notice, adoption, and the plain-En…

The Violation Letter Checklist Free
The Violation Letter Checklist

Courtesy notice, cure notice, and fine notice: every element each letter needs before it goes out, so the process stays…

The Proxy and Quorum Sheet Free
The Proxy and Quorum Sheet

The quorum math on one line, the six things every proxy form needs, and a chase plan that hits the number before meetin…

The First-Hour Emergency Sheet Free
The First-Hour Emergency Sheet

Named leads, shutoff locations with photos, 24-hour vendors, and the same-day insurance clock. One page, made to post i…

Wind Mitigation Document Checklist Free
Wind Mitigation Document Checklist

What is on the table the morning the inspector arrives: last 1802, roof permit, product numbers, photos, dec page, boar…

The Condo Pilot Grant Packet Free
The Condo Pilot Grant Packet

Eligibility, the two votes, the do-not-start-work rule, and the documents to email. One page for the board packet the n…

Named-Storm Deductible Math Free
Named-Storm Deductible Math

Insured value times the percent, the per-unit share, the HO-6 line, and the six-line owner letter. One page, made to pr…

25+ Unit Website Posting Checklist Free
25+ Unit Website Posting Checklist

The 18-item Florida list, public-front vs owner-login, and the 30-day clock. One page, made to print for the secretary.

Why we give these away

SoShiny is built by a sitting condo board treasurer. Every worksheet here started as something we needed at our own meetings and could not find. They work on paper whether or not you ever use our software, which is rather the point.

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