HOA Special Assessment Calculator

🏘️ HOA Special Assessment Calculator

Professional special assessment planning tool for HOA boards

1
Association Info
2
Project Details
3
Schedule
4
Review
5
Results
6
Documents

Step 1: Association Information

Amount available in reserves for this project

Step 2: Project Details

Amount from reserves toward project
Capital improvements are long-term projects that add value or extend asset life
Affects notice requirements

Step 3: Assessment Schedule Configuration

ℹ️ About Assessment Schedules

The board decides whether to charge the special assessment as a single payment or spread it over multiple months. All owners will be charged according to the same schedule.

Note for Owners: If you are on Autopay through the association portal, special assessment charges will be processed automatically each month according to the schedule below, unless you contact the board to request different arrangements.

Individual payment plans are available separately - contact Slaton Financial Services or your board through the portal to discuss custom payment arrangements. Additional fees may apply.

Assessment Charging Schedule

How many months to spread the assessment charges over
When the first charge will be applied to owner accounts
Optional discount if owner pays full amount early
Days before late fees apply after each monthly charge

Late Fees

Applied after grace period for each missed payment
Most associations apply late fees after all charges

Step 4: Review Your Information

Step 5: Assessment Results

Step 6: Get Your Board Documents

📄 What You'll Receive

We'll email you a complete package including:

  • Executive Summary Report
  • Detailed Assessment Schedule
  • Owner Notice Template
  • Board Resolution Template
  • FAQ Document for Owners

Contact Information