Governance & Compliance
CC&Rs, meeting requirements, elections, architectural review, and regulatory obligations.
13 articles
HOA Election Notice and Ballot Mailing Timeline
A board-facing timeline for HOA election notices and ballot mailings so directors, managers, and vendors can align approvals before owner voting windows tighten.
HOA Open Meeting and Notice Checklist
A board-ready checklist for Orange County HOA leaders who need cleaner meeting notice workflows, agenda discipline, and defensible owner communication records.
HOA Annual Disclosure Package Checklist
A checklist for OC HOA boards preparing the annual disclosure package required under the Davis-Stirling Act, covering required documents, delivery timelines, and common omissions.
HOA Architectural Review Committee Process
How OC HOA boards should structure the architectural review committee process for owner modification requests, covering application requirements, review timelines, and appeal procedures.
HOA Board Recall Procedures in California
Step-by-step guide to HOA board recall procedures under the Davis-Stirling Act, covering petition requirements, special meetings, and vote thresholds for OC associations.
HOA CC&R Enforcement Workflow
A structured enforcement workflow for OC HOA boards handling CC&R violations, from initial notice through hearing and resolution under Davis-Stirling requirements.
HOA Conflict of Interest Board Disclosure
Conflict of interest disclosure requirements for OC HOA board directors under California law, covering when disclosure is required, recusal procedures, and documentation.
HOA Executive Session Legal Boundaries
Legal boundaries for OC HOA board executive sessions under the Davis-Stirling Act, covering permissible topics, notice requirements, and common procedural errors.
HOA Homeowner Records Request Process
How OC HOA boards should handle homeowner records requests under the Davis-Stirling Act, covering required timelines, permissible redactions, and common board missteps.
HOA Insurance Coverage Annual Review Requirements
Annual insurance review requirements for OC HOA boards covering policy types, coverage adequacy, CC&R obligations, and the relationship between master policy and owner HO-6 coverage.
HOA Proxy Voting Rules and Ballot Procedures
Rules for proxy voting and secret ballot procedures at OC HOA elections under the Davis-Stirling Act, covering inspector duties, quorum requirements, and common errors.
HOA Meeting Minutes Approval and Record Retention Workflow
A practical workflow for HOA boards that need meeting minutes, approvals, and retained records to stay consistent from draft through archive.
HOA Rule Change Owner Communication Checklist
A checklist HOA boards can use when policy or rule changes need to be explained to homeowners with cleaner timing, clearer language, and fewer follow-up surprises.