If your HOA just bumped dues again, here’s a calm-but-firm way to get transparency fast—without venting in owner threads.
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Request email you can copy/paste
Subject: Request for Budget, Minutes, and Notice of Assessment Increase
Hello [Manager/Board Member Name],
I’m writing regarding the recent increase in assessments to $[new amount] effective [date]. Please provide the following within 5 business days:
1. Approved budget for the current fiscal year (line-item detail, reserve contributions, and any special project allocations).
2. Most recent board meeting minutes where this increase was discussed and approved.
3. Required notices sent to members in advance of the increase, including the calculation and rationale (e.g., operating shortfalls, insurance premiums, reserve study recommendations).
4. Updated reserve study summary or funding plan that informed this decision.
5. Any vendor contracts (or summaries) that materially changed expenses in the last 12 months (landscaping, management, insurance, utilities).
I appreciate a timely response so homeowners can understand the basis for the increase and confirm compliance with governing documents and applicable law. If anything is not available, please note why and when it will be provided.
Thank you,
[Your Name]
[Address / Unit #]
[Phone]
[Email]
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Quick tips (so this actually works)
• Keep tone neutral and specific. You’re asking for documents, not debating the increase (yet).
• Send by email + certified mail (if you want a paper trail).
• Set a clear deadline (e.g., 5 business days).
• Save responses and attachments in a single folder for neighbors who ask.
• If you’re in California: boards must give annual budget packages and follow Davis‑Stirling notice rules—asking for the minutes, budget, and reserve study is standard
