There are two methods to assess a new charge:
- Bulk Charge to a Group of Residents
- Single Charge to a Resident
New Bulk Charge to a Group of Residents
If you are assessing the same charge and amount to all residents or a group of residents, we recommend using the New Bulk Charge method. An example scenario for this method would be assessing HOA dues in the amount of $1000 to every household for the year 2023. Another example would be assessing Community Club membership dues to every member of the Community Club member group.
Here’s a step-by-step guide on how to assess a bulk charge to a group of residents:
New Single Charge to Resident
If you need to assess a one-off charge to a single resident, follow the steps outlined in this section. An example scenario for this method would be assessing a special assessment to only John Smith at 123 Water Road.
Here’s a step-by-step guide on how to assess a single charge to a resident: