hoa-management-faq

How do HOA management companies assist with elections?

Discover how HOA management companies simplify election processes ensuring transparency and compliance for community governance

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Reviewed by:

D. Goren

Head of Content

Updated Dec, 6

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How do HOA management companies assist with elections?

 

What an HOA management company does in elections (and why)

 

A management company usually helps run HOA elections as a neutral administrator. The HOA board still makes the key decisions, but the manager handles the “process work” so the election is organized, documented, and consistent with the governing documents (the HOA’s CC&Rs, bylaws, and rules) and any state law that applies.

 

Typical election assistance (step-by-step, in plain language)

 

  • Calendar and deadlines: Builds an election timeline (notice dates, nomination deadlines, meeting date). This depends on what the bylaws/state law require for notice (how many days in advance) and delivery (mail, email, posting).
  • Owner list and voting eligibility: Prepares the roster and verifies who can vote. This depends on the documents: some HOAs restrict voting if an account is delinquent; others do not. “Delinquent” means past due assessments.
  • Nominations: Sends candidate forms, explains qualifications, and collects materials. “Qualifications” can include owner status, being in good standing, or not being a co-owner conflict—only if the documents/law allow it.
  • Notices and ballot package: Produces meeting notice, agenda, candidate statements, ballots, and proxies if allowed. “Proxy” means you authorize someone else to cast your vote; some states/HOAs limit proxies.
  • Ballot control and secrecy: Coordinates secret ballots where required (common in some states). This can include double-envelope systems to separate your identity from your vote.
  • Quorum tracking: Tracks whether enough members participate to hold the election. “Quorum” means the minimum participation required by the bylaws.
  • Meeting support: Checks in voters, counts ballots with inspectors, and records results. Many managers avoid deciding disputes; they instead document facts and defer rulings to the board/inspector.
  • Inspectors/independent services: Helps hire an election inspector or third-party tabulator when the law or HOA policy requires independence.
  • Records: Keeps sign-in sheets, ballot logs, minutes, and challenge notes for the retention period required by law/documents.

 

What it depends on (and exactly how)

 

  • State law: Some states mandate secret ballots, inspector rules, or specific notice language; managers must follow those rules even if the HOA “always did it differently.”
  • Governing documents: Control director seats, terms, quorum, nominations, and whether proxies or online voting are allowed.
  • Contract scope: The management agreement may include “full election administration” or only “mailing and meeting support.” Anything outside scope is often an extra fee.

 

Limits and homeowner protections

 

  • Manager is not the “election authority”: The board (or inspector, if required) is responsible for final decisions and certifying results.
  • Fair access: Managers should apply rules evenly (same deadlines, same forms, same information) to reduce claims of favoritism.
  • Right to review: Most states and documents give members rights to inspect certain election records (with privacy limits). Ask for the specific record types and timeframes in writing.

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