Assessment Allocation
Adams Stirling PLC


Proportionate Share. An association member's proportionate share of the regular and special assessments is a percentage as defined by the association's governing documents. The allocation is set by the Declarant when the governing documents are created. Governing documents will generally allocate assessments in one of three ways:

  1. Pro Rata. Assessments are assigned on a percentage basis to each unit or lot. This is often by square footage. Even though payment of assessments are disproportionate, the courts have ruled that such payment schedules are reasonable and do not violate public policy. (Cebular v. Cooper Arms.)

  2. Uniform. Members pay the same amount regardless of the size of their units/lots.

  3. Variable or Blended. Assessments are assigned using a uniform rate for some budget items and a percentage rate for others. This method tries to allocate expenses by usage so that large units pay more for services that provide greater benefits to larger units. Blended rates often result in short-term errors as well as long-term errors.

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Adams Stirling PLC