HOA Website Intake Form — North Star Technology Partners

🏘️

HOA Identity

Basic information about your community

Full Legal Name of HOA *

Common/Short Name (optional)

Subdivision Name (if different)

City *

ZIP Code *

County *

Number of Lots / Units *

Year Established (optional)

Community/Managed Area Street Address *

Management Type *

Step 1 of 6

👥

Board of Directors

Names and contact info for each board position (required by SB 711)

SB 711 requires board member names and contact information to be publicly posted on your HOA website. At minimum, provide names and a contact email for each filled position.

🏛️ President *

Full Name *

Email *

Phone (optional)

📋 Vice President

Full Name

Email

Phone (optional)

💰 Treasurer

Full Name

Email

Phone (optional)

📝 Secretary

Full Name

Email

Phone (optional)

🙋 Member at Large 1 (optional)

Full Name

Email

🙋 Member at Large 2 (optional)

Full Name

Email

General Contact Email for Website * This is the "contact us" email shown publicly on the site

General Contact Phone (optional)

Mailing Address (if different from community address)

Step 2 of 6

💵

Fees & Assessments

Required by SB 711 — fee schedules must be publicly posted

Annual Assessment Amount *

Assessment Frequency *

Assessment Due Date *

Late Fee Amount

Late Fee Grace Period

Transfer Fee (on sale)

Resale Certificate Fee

Capital Improvement / Reserve Fee

Other Fees (optional)

Step 3 of 6

📅

Meetings & Schedule

Board meeting schedule and upcoming dates

Regular Meeting Schedule *

Meeting Location / Format *

Next Scheduled Meeting Date

Annual Meeting Month

How to Receive Meeting Notices

Step 4 of 6

📄

Governing Documents

List which documents you have. You'll email them to us separately as PDFs.

✅ Documents Required by Texas SB 711

CC&Rs (Declaration of Covenants, Conditions & Restrictions) — including all amendments

Bylaws — current version with all amendments

Rules and Regulations

Current Fee Schedule (we generate this from Section 3 above)

Board Contact Information (we generate this from Section 2 above)

CC&Rs / Declaration

Bylaws

Rules & Regulations

Amendments to CC&Rs

Current Annual Budget

Meeting Minutes (recent)

Architectural Guidelines

TREC Management Certificate

📋 Texas Property Code Retention Requirements

Permanent: CC&Rs, Bylaws, Articles of Incorporation, all amendments

7 Years: Financial records, tax returns, audits, bank statements, budgets

3 Years: Meeting minutes, ballots, proxies, written actions

Oldest Year of Meeting Minutes Available We'll create year folders going back to this year

Oldest Year of Financial Records Available Required: 7 years back from current year

Historical Records You Can Provide at Launch We'll create the folder structure for all years and you can upload historical docs over time

Do you have prior audits or tax returns?

Records Currently Stored In Helps us plan the rollout of your archive

Records Notes (optional)

Step 7 of 7

⭐ HOA Compliance Website Intake Form

✅ Documents Required by Texas SB 711

📋 Texas Property Code Retention Requirements

You're All Set!

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