Buyer worksheet

Prepare for a tour without forgetting the documents

Turn a community profile’s missing or weak evidence into a practical list of documents to request and questions to ask before touring, depositing, or signing.

What should I request before touring a 55+ community?

Request current governing documents, fee schedules, resale disclosures, budgets, reserve information, insurance summaries, meeting minutes, pending assessment notices, and written rules for age policy, guests, rentals, pets, parking, clubs, golf, and exterior changes. Use the worksheet to keep unanswered items visible; it does not schedule a tour or send a lead.

Local worksheet

Plan the tour without hiding the source gaps

Choose a community, see which documents and questions matter most, then copy or print a no-send checklist for your own research.

Research context

Marana, AZ 85658 · Tucson

Open profile sources

Evidence gaps to keep visible

  • Current price or resale range is not fully source-confirmed.
  • HOA / POA amount or inclusions still need property-specific confirmation.
  • Housing type and ownership form are not fully verified.
  • Daily-use rules still need confirmation: golf, guests.
  • One or more recurring charge layers may be incomplete or unverified.
  • No rights-cleared community photos are ready in the current profile.

Documents to request

  • Current governing documents, declaration, bylaws, rules, and amendments.
  • Current fee, assessment, and resale disclosure package for the exact home or lot.
  • Recent budget, reserve information, insurance summary, meeting minutes, and pending assessment notices.
  • Current price sheet, inventory sheet, resale comparables, or listing packet for the specific property.
  • Current HOA, POA, condominium, cooperative, district, club, and sub-association assessment schedule.
  • Property-specific ownership, maintenance responsibility, and exterior-change documents for the home type being considered.
  • Current rules for golf or club access, pets, rentals, guests, parking, vehicles, exterior changes, and approval processes.
  • Line-item explanation of mandatory recurring, optional recurring, one-time, district, tax-bill, club, golf, service, and transfer charges.

Questions to ask

  • Which costs are mandatory for this specific home, and which are optional?
  • What changed in the last 12 months that buyers often miss?
  • Which rules most often surprise new residents after move-in?
  • What price, incentives, lot premiums, or resale assumptions apply to the exact home being considered?
  • Which association, district, club, service, transfer, capital, or working-capital charges apply at closing and monthly?
  • What maintenance is handled by the association, the owner, a district, or a land-lease/operator agreement?
  • Which written rules affect pets, rentals, guests, golf or club access, parking, vehicles, and home modifications?
  • Are any required charges missing from the public profile because they vary by home, phase, lot, membership, or closing date?
  • Can I see the clubhouse, common areas, typical streetscape, amenities, parking, and surrounding access points in person?
No-send packet

Copyable tour plan

This is a local planning worksheet. It does not schedule a tour or transmit a document request.

55NearMe tour and document checklist
Prepared for: [buyer or researcher]
Community: The Highlands at Dove Mountain
Location: Marana, AZ 85658 · Tucson
Timing: Before first tour
Profile: /communities/highlands-at-dove-mountain-marana-az

Evidence gaps to keep visible:
- Current price or resale range is not fully source-confirmed.
- HOA / POA amount or inclusions still need property-specific confirmation.
- Housing type and ownership form are not fully verified.
- Daily-use rules still need confirmation: golf, guests.
- One or more recurring charge layers may be incomplete or unverified.
- No rights-cleared community photos are ready in the current profile.

Documents to request:
- Current governing documents, declaration, bylaws, rules, and amendments.
- Current fee, assessment, and resale disclosure package for the exact home or lot.
- Recent budget, reserve information, insurance summary, meeting minutes, and pending assessment notices.
- Current price sheet, inventory sheet, resale comparables, or listing packet for the specific property.
- Current HOA, POA, condominium, cooperative, district, club, and sub-association assessment schedule.
- Property-specific ownership, maintenance responsibility, and exterior-change documents for the home type being considered.
- Current rules for golf or club access, pets, rentals, guests, parking, vehicles, exterior changes, and approval processes.
- Line-item explanation of mandatory recurring, optional recurring, one-time, district, tax-bill, club, golf, service, and transfer charges.

Questions to ask:
- Which costs are mandatory for this specific home, and which are optional?
- What changed in the last 12 months that buyers often miss?
- Which rules most often surprise new residents after move-in?
- What price, incentives, lot premiums, or resale assumptions apply to the exact home being considered?
- Which association, district, club, service, transfer, capital, or working-capital charges apply at closing and monthly?
- What maintenance is handled by the association, the owner, a district, or a land-lease/operator agreement?
- Which written rules affect pets, rentals, guests, golf or club access, parking, vehicles, and home modifications?
- Are any required charges missing from the public profile because they vary by home, phase, lot, membership, or closing date?
- Can I see the clubhouse, common areas, typical streetscape, amenities, parking, and surrounding access points in person?

Note: This checklist was prepared locally in the browser. It did not schedule a tour, send a lead, save data, or request documents from 55NearMe or the community.
Printable version

Take this worksheet on the tour

The PDF is free and requires nothing from you. It prints on one page and keeps unknown costs visible instead of letting them read as $0.

Download the PDF

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