| name | hoa-addendum |
| title | HOA Addendum |
| description | Drafts an HOA Addendum to a residential purchase agreement covering mandatory membership, financial obligations, governing documents, use restrictions, and buyer acknowledgments. Use when drafting HOA addenda, HOA disclosure forms, purchase addenda for HOA-governed properties, or CC&R disclosure documents. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/hoa-addendum |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | real-estate |
| language | en |
| tags | ["agreement","drafting","transactional"] |
HOA Addendum
Drafts a binding addendum to a residential purchase agreement ensuring full disclosure of HOA obligations, financial commitments, and use restrictions.
Prerequisites
Gather before drafting:
- Executed purchase agreement — date, parties, property ID
- HOA identification — legal name, address, management company, incorporation status
- Current financials — regular/special assessments, reserve fund status, transfer and capital contribution fees
- Governing documents — CC&Rs, bylaws, articles, rules, architectural guidelines (recording info if available)
- Property details — legal description, APN, subdivision name
Quick Start
- Collect all prerequisites above
- Draft sections 1–6 below in order
- Run the checks in Drafting Rules before finalizing
Addendum Sections
1. Recitals & Identification
| Field | Content |
|---|
| Parties | Full legal names matching purchase agreement; marital status if relevant to title |
| Property | Street address, city, county, state, ZIP, APN, subdivision |
| Purchase Agreement | Reference by execution date |
| Linkage | "This Addendum supplements and modifies the Purchase Agreement dated [DATE]" |
2. HOA Disclosure
3. Financial Obligations
| Item | Details |
|---|
| Regular assessments | Amount, frequency, due dates |
| Special assessments | Pending/approved amounts, purpose, schedule, buyer/seller allocation |
