Calculate fair monthly assessments based on unit size, ownership percentage, or equal share.
Determining fair assessment amounts is crucial for HOA equity and compliance with governing documents. This Assessment Calculator supports three common allocation methods: equal share, square footage-based, and ownership percentage-based assessments.
The calculator helps you model different scenarios, compare assessment methods, and ensure your calculations align with your CC&Rs. It's particularly useful when the board is considering assessment changes or when new board members need to understand how dues are calculated.
Transparent assessment calculations build trust with homeowners. Use this tool to clearly demonstrate how each owner's share is determined and to prepare for annual meeting presentations.
Your CC&Rs typically specify the required method. Equal share is simplest, square footage is common for communities with varied unit sizes, and ownership percentage is often used in condos.
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