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HOA Election Rules: A Comprehensive Guide

By
3 Minutes Read

Homeowners' associations (HOAs) play an essential role in maintaining community standards, resolving issues, and supporting positive neighborhood experiences. With more than 53% of U.S. households now part of an HOA, annual elections and the rules that govern them are more important than ever. critical than you may realize.

The HOA election process determines who sits on the board, how decisions are made, and how community resources are managed. However, challenges such as transparency, fairness, legal compliance, and proper documentation can complicate election procedures.

This guide provides clear, practical explanations of HOA election rules, voting regulations, and best practices so your community can run smooth, fair, and compliant elections every year.

Understanding HOA Election Basics

HOA elections give homeowners the power to choose board members who represent the community’s interests. Most governing documents—including CC&Rs and bylaws require annual or biennial elections to ensure ongoing representation.

Key concepts include:

Voting Rights

Most HOAs allow only homeowners (or designated representatives) to vote. This ensures accountability and prevents conflicts of interest.

Candidate Eligibility

Candidates must typically be homeowners in good standing and cannot use their board position for personal gain.

Governing Documents

Election rules are typically outlined in:

Understanding these documents is crucial for a lawful and transparent process.

Declarant Control and Transition of Power

In new developments, the declarant (developer) often maintains control of the HOA board until a set percentage of units are sold. This transitional period helps establish foundational rules and operations.

Typical transition triggers include:

  • Under 999 units: Declarant control ends 60 days after 25% of units are conveyed to homeowners.

  • Larger communities: Control shifts once 90% of units are sold or earlier if the developer voluntarily relinquishes authority.

Understanding these milestones ensures a smooth transition from developer-led governance to homeowner-led governance.

HOA Board Structure and Eligibility

A functional HOA board typically includes at least three officers:

  • President

  • Treasurer

  • Secretary

Common Eligibility Requirements

Candidates must:

  • Be homeowners or trustees/corporate representatives

  • Avoid conflicts of interest

  • Not benefit financially from board decisions

These requirements promote integrity, impartiality, and community confidence.

 

HOA Election Process: 5 Essential Stages

HOA Election Process

1. Setting the Foundation: Rules, Roles, and Requirements

A successful election begins with clarity on:

  • Quorum requirements: Commonly 10% of voting members

  • Nomination rules: Candidates may self-nominate or be nominated by others

  • Conflict disclosures: Candidates must declare financial or personal conflicts

These rules should be openly communicated to ensure transparency and fairness.

 

2. Preparing for Election: Planning and Communication

A clear election timeline prevents confusion and delays.

Key Preparatory Steps

  • Send annual meeting notices 30–45 days in advance

  • Mail or distribute ballots at least 15 days before voting

  • Provide candidate statements

  • Approve electronic voting if permitted by state law

Clear, well-documented communication strengthens community trust.

 

3. Ensuring Transparency and Security

Security measures protect voting integrity.

Best Practices

  • Secret ballots using multi-envelope systems

  • Proxy voting for members unable to attend

  • Ballots handled only by neutral parties or third parties

  • Public ballot counting to demonstrate transparency

This prevents manipulation and protects voter privacy.

 

4. Documenting and Validating the Election

Accurate recordkeeping protects the HOA from legal disputes.

Documents to keep for 10 years:

  • Ballots

  • Proxies

  • Attendance sheets

  • Meeting minutes

  • Counting procedures and results

Clear documentation supports transparency and legal compliance.

 

5. Addressing Disputes and the Post-Election Transition

Post-election tasks often include:

  • Certifying new board members

  • Reviewing governing documents

  • Training new members on state laws and procedures

  • Handling removal petitions (typically requiring 10% of member signatures)

A structured transition maintains continuity and prevents governance gaps.

 

Best Practices for HOA Elections: Ensuring Compliance, Transparency, and Community Engagement

Best Practices for HOA Elections

Stay Compliant with State Laws

Election rules vary by state. HOAs should maintain an election compliance folder containing:

  • Timelines

  • Checklists

  • Statutory notice periods

  • Required disclosures

Use Electronic Voting to Increase Participation

When permitted, eVoting platforms:

  • Improve turnout

  • Reduce administrative workloads

  • Add security and audit trails

Maintain Thorough Records

All ballots, proxies, timelines, and meeting minutes must be archived for legal protection.

 

Why Maintain Strong HOA Election Rules?

A transparent election process:

  • Builds trust

  • Increases homeowner participation

  • Prevents disputes

  • Strengthens governance

  • Ensures board accountability

Annual policy reviews help HOAs remain compliant with evolving laws and community needs.

 

ManageCasa: A Modern Solution for Streamlined HOA Elections

HOA Elections

ManageCasa simplifies and modernizes the HOA election process combining security, efficiency, and compliance into one seamless platform.

Key Features of ManageCasa’s HOA eVoting System

  • Secure & anonymous ballot submissions

  • Multiple notice formats & automated reminders

  • Support for paper ballots & mailing

  • Proxy voting compatibility

  • Voter list verification tools

  • Real-time results & detailed reporting

ManageCasa helps communities increase participation while reducing administrative burdens.

 

Ready to Modernize Your HOA Elections?

If you're looking to eliminate confusion, reduce manual tasks, and boost election turnout, ManageCasa can help.

Book a demo today and see how ManageCasa transforms HOA election management with secure, compliant eVoting tools.

Frequently Asked Questions

What are the basic rules for HOA elections?
HOA election rules include quorum requirements, candidate eligibility criteria, notice periods, nomination procedures, and ballot-handling regulations outlined in the HOA’s CC&Rs, bylaws, and state laws.
Who can vote in an HOA election?
Typically, only homeowners (or their designated representatives such as trustees or corporate members) may vote. Renters usually cannot vote unless specified by governing documents.
Can a board member be removed after being elected?
Yes. Homeowners may submit a removal petition, typically requiring signatures from at least 10% of members, followed by a secret-ballot vote.
What happens if homeowners dispute election results?
HOAs must document the dispute, review ballots and minutes, follow removal or challenge procedures outlined in governing documents, and consult legal counsel if needed.
How is quorum determined in HOA elections?
Quorum is usually a percentage of eligible voting members commonly 10%. If quorum is not met, elections may be rescheduled.

 

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