HOA Board Of Directors Code Of Conduct: What Should Be Expected?

Being on the HOA board involves dealing with fellow board members. As leaders of the community, this needs to be done in a way that sets a good example. After all, homeowners trust their board to make fair and informed decisions, representing the best interests of the community.

What is the HOA Board of Directors Code of Conduct?

It’s a set of guidelines that outline how board members should act while serving the community. provides a guide on what is expected of their behavior when making decisions on behalf of the community, as well as the way they treat other people within the community.

At its core, these guidelines remind HOA board members of their duty to the community. Apart from that, it helps make sure that all their actions as part of the board of directors reflect their professionalism.

Each community may have a different set of rules. However, most codes are made with the same principles at their core. They help boards operate smoothly while maintaining the trust of homeowners.

Why an HOA Board Code of Conduct Matters

A lot of responsibility goes into managing a homeowners association. When you’re part of the board, you’re also responsible for budget management, rule enforcement, and decision-making. All of these directly influence the homes and lives of residents. Given that heavy task, knowing what is expected of you is crucial.

A well-written HOA board code of conduct can help with the following:

  • It helps prevent conflicts among board members or between board members and residents.
  • Having these rules minimizes legal risks since they encourage acting ethically.
  • As proper decorum shows respect and professionalism, it also builds trust between the board and homeowners.
  • It also protects the reputation of your HOA.

When everyone on the board understands how to conduct themselves, the HOA can function more effectively. Without a code of conduct, disagreements and personal conflicts can escalate and develop into larger problems that impact the entire community.

What is the HOA Board Code of Ethics?

A code of ethics and a code of conduct can go hand in hand. Many associations also adopt an HOA board code of ethics to complement the code of conduct.

The two are closely related, but the code of ethics deals with a board member’s integrity. On the other hand, the code of conduct deals with specific behaviors and HOA procedures.

Both documents work together to create a clear standard for board service.

Principles Behind the HOA Board of Directors’ Code of Conduct

Serving on the board isn’t just about attending meetings or voting on motions. It’s about setting the tone for the community. The way board members carry themselves reflects directly on the HOA.

Duty of Care

Members of the HOA board need to act in the best interest of the community. They should not prioritize their own personal interests. With this, they need to make decisions based on facts. They should consult experts in the field if required and stay informed about current HOA issues.

Duty of Loyalty

Most HOA board of directors code of conduct highlights the need for directors to prioritize the HOA’s welfare over other things. Members should then avoid getting into situations where their interests might conflict with their fiduciary duty.

Duty of Confidentiality

Part of running an HOA effectively is having access to sensitive information about the community and its members. These may include legal information, resident disputes, and financial details. As part of the HOA board, they must keep this information private. The only times they would do otherwise are if disclosure is legally required.

Fairness and Impartiality

HOA board members need to treat all homeowners equally. When enforcing community rules, consistency is essential to avoid favoritism. Additionally, decisions should not be influenced by any personal relationships or individual pressure from homeowners.

Transparency

board discussion | hoa board of directors code of conduct

While confidentiality is important, board members should also be as transparent as possible with homeowners. The two are not mutually exclusive, and they go hand in hand in effectively running your HOA. Maintaining open communication with your residents fosters trust and helps prevent the spread of misinformation.

Respectful Communication

There are times when discussions during board meetings will get heated. However, staying respectful towards each other should still be a must. Members should listen to one another’s opinions and refrain from personal attacks. They should maintain a professional atmosphere even when disagreements occur.

Compliance with the Law and Governing Documents

Board members are not exempt from any federal, state, or local laws. They are not exempt from their own HOA governing documents either. All actions of the HOA board need to comply with these laws. If they ignore them, their actions can expose the association to legal trouble.

What Does the Davis-Stirling Act Say About Board Conduct?

In California, the Davis-Stirling Common Interest Development Act is referenced as the main legal framework for HOAs. It outlines everything from board elections to financial disclosures.

However, this legislation doesn’t provide a specific code of conduct for HOA board members. In its place, it does outline rules and expectations involving the board’s behavior.

One important thing mentioned in the Davis-Stirling Act is the board member’s fiduciary duty to the community. This requires honesty, care, and loyalty to the community while acting on behalf of its residents.

The Act also requires the following from HOA board members:

  • Conflict of Interest Disclosures: Board members must disclose any financial interest they may have in contracts under consideration by the HOA. Generally, members are prohibited from voting on such matters to avoid the appearance of self-dealing.
  • Consistent Rule Enforcement: California law highlights the need to enforce HOA rules fairly and consistently. If the board ignores violations or selectively enforces rules, members could face legal challenges from homeowners.
  • Proper Use of Authority: Board members must stay within the scope of their authority. They cannot create rules or impose penalties that are not supported by the HOA’s governing documents or the law.

HOA Board of Directors Code of Conduct: What is Included?

Each HOA is unique, but most codes of conduct include similar guidelines. Here’s a list of items many communities choose to include:

  • Commitment to Ethics and Integrity: These are promises to act honestly and fairly in all board matters.
  • Avoidance of Conflicts of Interest: Rules about disclosing possible conflicts and refraining from related votes.
  • Confidentiality Agreement: This requires the board to keep sensitive information private.
  • Respectful Behavior: These guidelines outline how members should treat fellow board members, homeowners, vendors, and staff.
  • Consistent Enforcement of Rules: Pledges to enforce HOA rules fairly and without bias.
  • Transparency and Communication: These expectations involve open communication with homeowners while respecting their privacy when necessary.
  • Legal and Fiduciary Compliance: This reminds HOA board members to follow state laws, federal regulations, and the HOA governing documents.
  • Commitment to Education: This encourages the board to attend training or workshops to serve their community better.
  • No Personal Gain: These are rules against using the board position for personal benefit.

Tips for HOA Boards and Homeowners

Following an HOA board of directors code of conduct helps avoid any legal trouble. It also helps build a stronger, more harmonious community. Here are some practical ways both boards and homeowners can support ethical leadership:

For HOA Boards

team discussion | hoa board of directors code of conduct
  • Adopt a Written Code: Sometimes, HOAs don’t have a code of conduct set. If your HOA doesn’t already have a formal code of conduct, now is the time to create one. Having a written guide makes it easier to set expectations clearly.
  • Hold Regular Reviews: A code of conduct is not set in stone. Times can change, and your code of conduct may need to be updated. The board should review the document annually to ensure it remains relevant and accurately reflects the current needs of the community.
  • Provide Training: New board members often benefit from orientation or ethics training. Educating members about their responsibilities helps prevent missteps and encourages a consistent approach to governance.
  • Lead With Transparency: Being open about board decisions and community matters fosters trust. Boards should regularly share meeting agendas, minutes, and updates, while still respecting confidentiality when appropriate.

For Homeowners

  • Know the Code: Homeowners should also be aware of the HOA board’s code of conduct. This helps residents keep their HOA board accountable. It also enables residents to understand better why certain decisions are made.
  • Attend Meetings: Homeowner involvement is key to a healthy HOA. Attending meetings demonstrates to the board that residents are engaged, which in turn encourages ethical behavior and good governance.
  • Communicate Respectfully: Respectful dialogue is a two-way street. Homeowners should approach board members politely, even when raising concerns, to maintain constructive and solution-focused community interactions.

Setting an Example

The HOA board of directors code of conduct is one of the most vital foundations for community trust. Board members leading with integrity, respect, and fairness contribute greatly to the HOA’s success. By creating and following a clear standard, your board members can easily stay focused on serving their community with care.

Need professional help in handling and enforcing HOA board member conduct? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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HOA Board Term Limits: How Long Can They Serve?

It is only fair to give every qualified homeowner a chance to help govern the community. One way to ensure this is done fairly is with HOA board term limits. It helps maintain fair leadership and efficient everyday operations.

What are HOA Board Term Limits?

HOA board term limits refer to the limitation on how long a board member can stay in their position. More specifically, it’s the number of times a resident can run and serve as a board member.

In general, these limits are outlined in the HOA’s governing documents, although in some cases, state laws may influence them.

For California, there are no laws that directly impose an automatic term limit for HOA board members. Therefore, unless stated otherwise by your association’s governing documents, residents can technically serve as board members as long as they continue to get elected. However, it is more common for HOAs to include term limits in their bylaws to promote fairness and avoid having the same leaders over and over again. 

How Long Can a HOA Board Member Serve?

The answer to this depends on your HOA’s specific rules. In many communities, they use a structure that includes two consecutive two-year terms. After that, board members would need to have a one-year break before they can run for a seat again.

Some associations are more flexible. They may allow a board member to have extra term limits in cases where no other resident wants to volunteer. This helps ensure that operations can continue even if there’s a shortage of volunteer candidates.

However, some communities tend to be stricter, enforcing lifetime term limits. This is not that common, however, since it discourages able leaders from contributing in the long term.

What Happens If You Don’t Have Term Limits?

If your association doesn’t have term limits, existing board members can be re-elected as many times as possible. As long as they are eligible and no other candidates that is more capable, they can continue serving for years to come. 

This kind of system can offer stability, especially in communities where it’s hard to find volunteers. Some board members stay on for decades simply because no one else is willing to take on the job. While this keeps operations running smoothly, it can also lead to concerns about limited perspectives and leadership burnout.

Advantages of Term Limits for HOA Boards

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Many communities prefer having HOA board term limits due to the numerous benefits they offer. For one, these limitations help maintain board leadership balanced and keep it fair and focused in the best interest of your association.

Here are some of the advantages:

New Ideas and Different Perspectives

Having term limitations brings fresh new perspectives to the board. In many cases, new members serving their first term can offer innovative solutions and differing opinions on older issues. This easily helps the community grow and adapt in the long run.

Prevents Burnout

Although they want to help out for a long time, burnout can sometimes be unavoidable for existing board members. Serving on the HOA board is both time-consuming and stressful, after all. If you have rotating members, you can provide respite for volunteers before the responsibilities overwhelm them or cause them to disengage.

Encourages Participation

If you have term limits in place, more residents may be interested in volunteering. By letting them know that there will be open seats, it creates opportunities for other capable candidates to step forward and lead.

Drawbacks of Term Limits

Yes, term limits can be helpful, but they aren’t perfect for every HOA. Some communities may encounter challenges with them in place, especially when few homeowners are willing to take on leadership roles. They would likely struggle in maintaining consistent leadership and filling board positions. 

Here are a few potential drawbacks to consider:

Loss of Experience

Many long-serving board members offer valuable knowledge and insights about the community, drawing on their years of experience in leading it. Having term limits, in some cases, can result in losing that type of institutional memory.

Transition issues

If it’s a homeowner’s first time leading the community, it’s expected that they need time to learn the ropes. When a community experiences frequent HOA board turnover, it can hinder project progress or, in extreme cases, compromise the board’s functionality if new leaders are not adequately trained.

Difficulty finding replacements

Some communities, especially smaller ones, struggle to find residents willing to volunteer as leaders. If these HOAs have strict term limits, they may find seats vacant if no one steps forward.

Balanced Approaches to Term Limits

Many HOAs opt for a middle-ground approach to HOA board term limits. These options strike a balance between the need for fresh leadership and the desire for continuity.

  • Two terms on, one term off: This structure lets board members serve for two terms before taking a one-year break. After that break, they can run again. This model helps maintain regular turnover without permanently excluding experienced leaders.
  • Staggered terms: In some communities, their bylaws allow staggered terms. This means they elect a certain number of board seats at different times. With this, not all seats need to be filled all at once, come election time. This helps with continuity while bringing new people to the board regularly.
  • Flexible term limits: Some HOAs enforce term limits only if there are enough qualified candidates. If there’s a shortage, the existing board can continue serving.
  • Delayed implementation: To avoid disrupting current projects, HOAs can set term limits that only take effect after a transition period. This gives the existing board time to prepare for leadership changes.

How to Adopt or Change Term Limits

If your community wishes to add or adjust term limits for HOA board members, you must follow a specific process. Changing term limits usually requires a bylaw amendment, which the homeowners must approve.

  • Review your governing documents: Review your bylaws and CC&Rs to determine their provisions regarding board terms and the amendment process. Some associations already have procedures in place for adding or updating term limits.
  • Draft clear language: Your amendment should specify the maximum term length for board members, the number of consecutive terms allowed, and whether breaks are required between terms.
  • Hold a vote: Most bylaw changes require a vote of the membership. Follow your HOA’s procedures for ballots, notices, and deadlines to ensure a fair and legal process.
  • Communicate with homeowners: Let residents know why you’re proposing the change. Explain the benefits of term limits and how the new system will work.
  • Plan for the transition: If your board is currently mid-term, decide when the new rules will take effect. Allow current board members time to complete their terms and provide guidance to new leaders.

Tips for HOA Boards and Homeowners

smiling board members | hoa board term limits

Setting HOA board term limits is a big decision that can have a lasting impact on your community’s governance. To get it right, your association will need to take a thoughtful approach. Both the board and homeowners should work together to ensure the process is fair, transparent, and benefits the association as a whole.

Here are some helpful tips to guide the conversation and implementation:

  • Know your documents: Before proposing any changes, carefully review your HOA’s governing documents. These will inform you about the current rules, the duration of board terms, and the process for making amendments. Knowing the starting point is essential before initiating discussions about term limits.
  • Engage the community: Effective communication is crucial when implementing new policies. Ensure homeowners understand why term limits are being considered and how they may impact the board. Hosting town hall meetings, sending out newsletters, or creating FAQ sheets can help get everyone on the same page. The more informed your members are, the smoother the process will be.
  • Mentor new leaders: One common concern about term limits is the loss of experienced board members. You can ease this transition by establishing mentorship programs that train new board members under the guidance of outgoing leaders. This helps preserve essential knowledge about the community’s history, ongoing projects, and best practices.
  • Be flexible when needed: Not every HOA has a large pool of volunteers ready to take over board roles. Consider writing in exceptions or backup plans for situations where no new candidates step up.

Finding the Right Balance

HOA board term limits can help strike a balance between new leadership and steady governance. In California, the rules are flexible, allowing each community to decide what works best. By thoughtfully setting term limits, your HOA can keep its board fresh, fair, and focused on the future.

Looking for help in managing HOA board member affairs? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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What Goes On In A HOA Budget Meeting?

Any HOA won’t be able to function properly without a sound financial plan. To have one, you will need to have a proper budget, making an HOA budget meeting one of the most important ones to have. It’s where the board can lay out its financial goals, assess what needs to be incorporated into the community’s needs, and ensure everything is in place for the year ahead.

The Role of a HOA Budget Meeting

The HOA budget meeting allows the board to lay out the HOA’s financial plans and objectives. This involves examining the flow of your funds, including expected income and expenses for the upcoming year. It also involves discussions and decisions regarding HOA assessments and plans for short- and long-term projects.

This meeting also provides a means to maintain the board’s transparency with homeowners. Yes, the board has the responsibility of planning and managing the budget. However, homeowners have the right to know where their money is going. Through this meeting, both board members and residents can review line items and ask questions.

Who Attends the HOA Budget Meeting?

The main participants of a budget meeting are members of the board of directors. The meeting can be led by the treasurer or a professional community manager who has financial expertise. 

In some HOAs, budget committees are set up to assist with the association’s financial planning and budget preparation. 

However, these meetings are open to all HOA members. This means, apart from the board, regular HOA residents can (and should) attend. Attending the meeting provides direct communication with the board, allowing concerns to be brought up easily. It also helps in building trust between the board and the residents.

While they can attend, residents are usually not included in voting, unless stated in the governing documents. They can still ask questions, raise issues, and offer feedback.

What’s Covered in the Budget?

The expected flow of your HOA funds plays a huge role in planning the HOA budget. At the HOA budget meeting, your board of directors will review each item to explain how they will allocate the budget.

Here are some of the items included in the budget:

  • Operating expenses: These expenses cover the day-to-day costs of running the neighborhood. These line items are essential for your association to ensure the neighborhood remains safe while maintaining a pleasant living environment.
  • Utilities: The funds allocated for utilities typically pay for the water, sewer, electricity, and trash collection services.
  • Insurance premiums: Every HOA needs to have the proper insurance coverage. These include coverage for general liability, property insurance for common areas, and directors and officers (D&O) insurance. One of the most common budget concerns tackled during HOA budget meetings is rising insurance premiums.
  • Reserve contributions: HOAs need to set aside funds for large-scale repairs and projects. This is where reserve funds come in. Contributions to this account are based on a reserve study. Having your reserves well-funded helps prevent the need for special assessments later.
  • Administrative costs: This category includes the cost to buy supplies and tools needed to run the HOA. Some such items include postage and printing costs, office supplies, management software subscriptions, and legal or accounting services.

The HOA Budget Meeting Agenda

hoa meeting | hoa budget meeting

Every budget meeting follows a structured agenda. Having one helps keep the discussion focused and organized. A typical HOA budget meeting agenda usually enumerates each step in the financial review and decision-making process.

While exact details may differ for each association, most budget meeting agendas include:

  • Call to order and roll call: The meeting starts with a call to order, along with a confirmation that a quorum is met. Usually, a quorum is needed to make decisions formally.
  • Approval of Previous Meeting Minutes: This process ensures continuity in your association’s meeting records.
  • Presentation of the proposed budget: This is the primary focus of your meeting. It usually involves the treasurer or manager explaining the proposed budget draft. This is the primary focus of the meeting. This is done line by line. Usually, it also includes a comparison of the HOA’s current numbers to last year’s, highlighting notable increases or decreases.
  • Explanation of assessment changes: If monthly dues are set to increase, the board must explain why.
  • Review of reserve funding: The board will discuss the results of the most recent reserve study and how much the HOA plans to contribute to reserves in the coming year.
  • Discussion of capital improvement projects: Major planned upgrades are outlined with estimated costs and projected timelines.
  • Homeowner comments or questions: An open forum allows members to raise concerns or ask for clarification. This part of the agenda is vital for transparency and community engagement.
  • Budget ratification or board vote: Depending on the governing documents, the board may vote to adopt the budget or present it to the membership for HOA budget ratification.
  • Adjournment: Once all items are addressed, the meeting is formally closed.

The Process of Budget Ratification

In many communities, especially those in California, HOA budget ratification happens automatically unless a majority of homeowners votes to reject the proposed budget. This means that unless enough owners attend the meeting and vote against it, the board-approved budget becomes official.

The goal of this process is to streamline financial planning while still allowing homeowners to object if they believe the budget is not in the community’s best interest. For a vote to succeed, a majority of all members—not just those present—must reject the budget. This is a high threshold, which is why most proposed budgets move forward without much pushback.

Boards must provide homeowners with ample notice before the meeting—usually at least 30 days in advance. This gives residents time to review the budget, understand the financial changes, and decide whether they wish to attend or vote.

Common Topics During an HOA Budget Meeting

accounting works | hoa budget meeting

The HOA budget meeting covers more than just dollar amounts. It’s also an opportunity to discuss trends, challenges, and community goals for the year ahead. Specific topics tend to recur regularly, especially in communities facing rising costs or impending repairs.

Here are a few subjects that typically get attention during the meeting:

  • Changes to monthly assessments: When the board proposes an increase in monthly dues, it’ll explain what is driving the change. It could be inflation, higher insurance premiums, or new reserve requirements. This discussion is often one of the most anticipated parts of the meeting.
  • Vendor contract renewals and costs: The board may review current vendor contracts for services such as landscaping or janitorial work. If costs are increasing or a vendor is being replaced, this will usually be explained.
  • Upcoming reserve-funded projects: Projects like sidewalk repairs, exterior painting, or clubhouse renovations are often paid for out of reserves. The meeting may include updates on scheduling, costs, and reserve balances to ensure the board is planning responsibly.
  • Special assessments: If reserve funds aren’t enough to cover a large project or an unexpected repair, the board may propose a one-time special assessment. Homeowners are typically keen to understand why this is necessary and how it will be collected.
  • Delinquency reports: The treasurer or manager may share information on the number of homeowners behind on their dues and the actions being taken to collect. High delinquency rates can impact the budget and result in shortfalls.
  • Legal or insurance updates: If the association is involved in litigation or facing rising insurance costs, these items may be discussed. Legal fees and premium hikes can have a significant impact on the budget.

These topics help homeowners understand the financial direction of the community and prepare for what’s ahead.

Can Homeowners Influence the Budget?

While homeowners may not have final say on the budget, they can influence it by staying involved. Attending meetings, joining the finance committee, and providing constructive feedback are all productive ways to participate in the budgeting process.

In some cases, vocal homeowner concerns during the HOA budget meeting may prompt the board to revisit certain items or look for alternative solutions. For example, if several homeowners raise questions about a specific vendor contract. When that happens, the board might decide to re-evaluate that agreement before finalizing the budget.

Homeowners can also influence budgeting decisions by submitting written suggestions ahead of time. Many boards welcome early input, especially if it relates to upcoming maintenance needs, community improvements, or ways to reduce spending.

A Team Effort

The HOA budget meeting gives everyone a seat at the table. It creates a shared understanding of where the community is headed. When handled properly, it’s one of the most effective tools an HOA has for promoting transparency, trust, and financial stability.

Need professional budget management services for your HOA community? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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15 Most Common Condo Rules Violations And How To Deal With Them

Condominium rules violations can easily damage the harmony in your condo. In the worst cases, condo disputes can arise that are costly for both residents and associations. But what are the most common condo rules violations that you can encounter? 

Common Condo Rules Violations

Whether as a humble resident or as part of the board, you may encounter your fellow condo owners breaking the rules. Here are the common ones you can expect:

1. Noise Complaints and Quiet Hours

One of the top condo rules violations involves excessive noise. Your condo can have soundproofing per unit, but even sometimes that’s not enough. From late-night parties, barking dogs, or loud TV volumes, noise is one of the most common complaints a resident can make.

To minimize the instances of complaints, many Southern California condo communities typically enforce quiet hours between 10 pm and 7 am.

When you encounter noise complaints, your board should start by letting residents have a calm and civil conversation. 

If the noise continues, management should follow the violation protocol outlined in the governing documents. Formal warnings and fines may follow, but clear documentation and a fair appeal process are essential to prevent unnecessary condo disputes.

2. Unauthorized Pets and Pet Waste

Many condos allow residents to have pets, albeit with restrictions on breed, size, or quantity. However, some would often violate these restrictions. More commonly, problems arise from unregistered animals, pets off-leash, or pet waste left in shared areas.

Associations should first ensure that pet rules are communicated to residents. When a violation occurs, issue a written notice and allow the owner time to correct the problem. If behaviour doesn’t change, fines can be issued. A consistent enforcement policy helps protect community health and cleanliness.

3. Illegal Parking/Street Parking

There are many parking-related condominium rules violations that you may encounter. Most of them stem from improper use of guest spaces, blocking walkways, or parking in fire lanes.

To minimize this or prevent escalation, your condo board can make the parking rules more visible. Using readable signage and reminders is the best way to go.

When handling violations, you can begin by sending a courtesy notice to first-time offenders or issuing a warning sticker. If a resident continues to break the rules, towing or fines may be imposed. You should also ensure that procedures are appropriately documented to avoid disputes with the board or association.

4. Exterior Alterations Without ARC Approval

Unit owners are allowed to make alterations to their space. Although this can become a problem if they do so without approval from the Architectural Review Committee (ARC), thereby violating appearance standards.

If this happens, the condo board should send a notice to the unit owner. This typically would include a request to either restore the appearance of the exterior or submit an ARC application that can be reviewed. If the resident fails to do these, the association may fine them.

To prevent future violations, consider educating residents about ARC requirements.

5. Using Common Areas Improperly

All residents can enjoy the common areas of a condo, as long as they do so properly. Unfortunately, many misuse these facilities. Common condo rule violations usually include storing personal belongings in hallways or hosting unapproved events.

If you find someone violating common area rules, you can start handling it by sending out a written notice. If the issues continue to happen, you may consider access restrictions for that unit owner or imposing a fine. 

6. Trash and Recycling Violations

Improper waste management and disposal are common concerns in condo communities. These may include instances of garbage bags being in hallways or homeowners failing to separate recyclables.

Education plays a central role in addressing these issues. The COA should provide visual guides to help residents understand the process more easily. Alternatively, your association can conduct a short awareness campaign. For persistent violations, the board may need to issue fines or consider additional cleanup costs charged to repeat offenders.

7. Smoking in Prohibited Areas

no smoking sign | condo rules violations

Smoking in hallways, balconies, or near entrances is not only a nuisance, it can pose health risks and violate condo bylaws.

Once a complaint is received, management should investigate and notify the resident in question. If smoking continues, a fine schedule can be applied. In some cases, it may be necessary to refer to local health ordinances to reinforce the association’s authority.

8. Short-Term Rentals / Airbnb Violations

Unauthorized short-term rentals are a growing problem, especially when unit owners list their properties on platforms like Airbnb without board approval.

Associations can begin by monitoring listings and comparing them to their owner records. Upon confirming a violation, the board should issue a cease-and-desist letter and assess penalties if permitted under the CC&Rs. Associations may also need to clarify or amend governing documents if the current language is too vague.

9. Commercial Activity from Units

Running a business from a residential unit can lead to traffic, noise, or security issues, especially when it’s not allowed under condo bylaws.

The board should document the nature of the business and issue a notice of violation. Owners typically must cease the commercial activity or risk fines. For clarity, governing documents should specify what constitutes “commercial use” within the community.

10. Vehicle Maintenance or Storage in Common Areas

Condo garages and driveways are not meant for long-term vehicle storage or mechanical repairs, yet some residents treat them like workshops.

To address this, associations should send written reminders to offenders and request immediate removal of the vehicle or cessation of the activity. If ignored, towing or fines may be used, assuming the board has followed proper notice procedures.

11. Failure to Maintain Unit Exteriors

From overflowing planters to chipped balcony paint, deferred maintenance on unit exteriors can affect the overall look and safety of a condo complex.

Boards can conduct regular inspections and issue maintenance letters as needed. If owners fail to comply, associations may perform the work and charge the costs back. It’s important to act quickly to prevent damage from spreading to adjacent units or common areas.

12. Improper Flag Display or Political Signs

Flag placement and political signage are often regulated to preserve neutrality and aesthetics in shared spaces.

When a violation is reported, the board should respond carefully, balancing resident rights with existing rules. A polite notice is often enough. However, associations must ensure their restrictions comply with federal or state protections regarding flags and political expression to avoid legal disputes.

13. Holiday Décor and Seasonal Decorations

Decorations left up long after the holidays, or those that interfere with safety or community appearance, are another frequent issue.

Boards should establish clear timelines for when décor is allowed and when it must be removed. Courtesy reminders before and after holidays can reduce violations. If decorations remain, a written notice with a short deadline is usually adequate.

14. Balcony BBQs and Fire Hazards

Grilling on balconies is usually banned for safety reasons, yet residents sometimes overlook this rule.

Once a violation is identified, immediate notification and a removal request are necessary. Fire risks require quick action. Repeated offenses may justify fines or restrictions on balcony use until the resident agrees to comply with safety protocols.

15. Unapproved Satellite Dishes or Antennae

Although federal rules allow small satellite dishes, associations can regulate how and where they are installed.

If a dish is installed improperly, the board can request that it be relocated or removed. In resolving disputes, associations should refer to FCC guidelines as well as internal condo rules to ensure enforcement is legally sound.

Why Prompt Enforcement Matters

Timely action builds community trust and reduces escalation into condo disputes. Consistent enforcement ensures fairness, protects property values, and strengthens the board’s credibility. Document all communications, hold hearings if required, and maintain detailed violation logs.

Building Better Compliance Culture

Creating a culture of compliance starts with communication, clarity, and consistency. Here are some practical strategies condo associations can implement to reduce violations and foster community cooperation.

Clear Communication

Condo boards should regularly share updates about the rules, especially during move-ins, seasonal changes, or after rule amendments. Newsletters, emails, and notices on community bulletin boards can help keep everyone informed and aligned.

Education for Residents

community seminar | condo rules violations

Educational efforts, such as new resident orientations or simple rulebook handouts, can go a long way. When people understand the reasons behind the rules, they’re more likely to follow them without pushback.

Friendly Reminders

Rather than jumping straight to violations, consider issuing friendly reminders for first-time or minor infractions. This helps avoid defensiveness and gives residents a chance to correct the issue on their own.

Grace Periods for Compliance

For non-urgent violations, boards may offer a short grace period before fines begin. This approach shows fairness and goodwill, encouraging cooperation rather than conflict.

Consistent Enforcement

Inconsistently enforcing the rules invites resentment and accusations of favouritism. Boards must apply rules equally across all residents, regardless of tenure or relationship to board members.

Dispute Resolution Options

Before escalating to legal or collection action, offer mediation or a hearing before the board. Providing structured ways to resolve disagreements can prevent condo disputes from becoming long-term conflicts.

Visibility of Rules

Rules should be easily accessible. When residents can easily reference the rules, unintentional violations become less frequent.

Maintaining Peace

Identifying and addressing condo rules violations early helps maintain harmony, safeguard property assets, and avoid escalated condo disputes. With clear policies, consistent enforcement, and open communication, condo communities can foster respectful and thriving environments.

Seeking professional management services for your condominium community? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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HOA Garden Rules: What Can Homeowners Grow?

Southern California has diverse plant life, but homeowners can’t just use any type of plant or shrub in their backyards. HOA garden rules exist to preserve the community’s aesthetic appeal while ensuring both residents and protected plant species are safe.

Why HOA Garden Rules Matter

You may be tempted to plant a type of plant in your garden, just based on how it looks. However, there needs to be a balance among that creative freedom, community aesthetics, safety, and plant preservation.

Given these, HOA garden rules exist to help with the following:

  • Prevent unregulated plant growth that could damage fences, neighbor views, or structures
  • Limit water usage in drought-prone Southern California
  • Define acceptable plants, containers, and design elements
  • Provide clarity for homeowners and board members, reducing disputes

When you understand HOA garden rules, it will be easier to create a beautiful and compliant green space in your property without surprises or penalty letters.

Permit Requirements and Exterior Approval

Figuring out what plants you can use in your garden doesn’t have to be hard. Many HOAs require approval before any landscaping or gardening project begins. This is done mainly to enforce consistency and safety.

Here are some of the requirements you need to keep in mind:

  • Architectural or landscape requests: Most communities mandate a simple application before planting; major changes (e.g., trees, edging, irrigation) often need full ARC approval.
  • Timing and fees: Submit your plans early since approval can take weeks. Expect nominal filing fees or refundable deposits.
  • What to include: Provide a site plan, plant list, container details, and irrigation method. Label locations for potted plants, raised beds, or garden ornamentation.
  • Digital options: Many modern HOAs use online portals for landscape requests. This makes it easier for residents to submit their requests. It makes compliance simpler and more transparent.

Approved Plants and Prohibited Species

What can homeowners plant in their gardens? It doesn’t have to be a guessing game. HOA community garden rules typically include detailed plant lists and guidelines.

Approved Plants

Many plants allowed in HOA gardens usually have one or multiple of the following characteristics:

  1. Low-water, native species: In California, it is usually encouraged to use drought-tolerant, native selections, such as lavender, rosemary, California fuchsia, salvia, and manzanita, which are frequently encouraged.
  2. Restricted-height shrubs and hedges: Garden regulations usually include defined height limits (e.g., 4–6 feet). Having this limit helps preserve neighbor sightlines.
  3. Decorative flowering plants: Seasonal ornamentals (e.g., zinnias, petunias, geraniums) may be allowed with container or bed placement restrictions.
  4. Edibles (where permitted): Many HOAs nowadays allow vegetable or herb gardens, provided they adhere to design rules and siting limitations.

Prohibited Species

These restrictions prevent plants that can threaten safety, property, or aesthetics:

  • Invasive species: Plants like bamboo, pampas grass, ficus, and oleander are usually banned for garden use as they can grow or spread aggressively or have root-invasive properties.
  • Toxic or allergenic plants: High-pollen-producing plants and trees are usually banned from communities to avoid health risks for residents.
  • Overgrown trees or vines: Many species are banned since they may encroach on roofs, structures, or pathways.

HOA policy guides may include a color-coded “allowed vs. restricted” plant list, and you should always review these to stay compliant.

Container Gardening and Vertical Gardens

Homeowners with patios, balconies, or limited yard space often turn to container gardening. However, even potted plants must follow HOA garden restrictions.

Size and Material Limits

Many associations regulate the dimensions and materials of plant pots and containers. It’s one way of preserving your community’s uniform aesthetic. 

Some associations limit the use of oversized pots because they may be seen as disruptive. They may also restrict certain materials, such as rust-prone metal or plastic, in garden settings. 

Often, HOAs would allow neutral-toned ceramics or pots made of a composite that easily match the overall aesthetic of the neighborhood. 

Placement

Even when using containers, location matters. Pots should only be placed in private areas such as balconies, porches, or rear patios. Usually, rules don’t allow such containers to be placed in front yards, driveways, or shared pathways. However, it is possible to have those placements approved in advance.

Drainage and Protection

To protect common property from water damage, many HOAs require that containers have proper drainage systems, including saucers or drip trays. Without these, overwatering could lead to stained concrete or slippery surfaces, prompting homeowners to be responsible for any cleanup or repair costs.

Vertical gardens—such as wall-mounted planters or trellis systems—are often subject to additional scrutiny. These structures must be securely mounted, not exceed height limits, and use non-invasive plants that won’t damage walls or fences.

Vegetable and Herb Gardens in HOAs

watering a vegetable | hoa garden rules

Many communities now encourage food gardening, but HOA garden regulations outline how and where residents can grow edibles to avoid disruptions.

Raised beds and ground beds allowed? While some HOAs ban traditional in-ground plots, many now permit raised beds in backyards or side yards as long as they meet size, height, and border guidelines. For instance, a common restriction is that raised beds remain under 2 feet tall and do not cover more than a certain percentage of the yard.

Plant types. Leafy greens, tomatoes, peppers, and herbs like mint or cilantro are typically acceptable. However, plants that attract pests, produce strong odours, or grow uncontrollably—such as corn or artichokes—may be restricted. Fruit trees may be allowed with setback requirements to avoid overhang into neighbouring yards.

Quality requirements. HOAs usually emphasise garden upkeep. That means regularly watering, pruning, and removing dead leaves or plants. Overgrown or neglected gardens can result in warning letters or even fines, especially if the garden becomes an eyesore or nuisance.

These edible gardens offer homeowners a rewarding way to engage with their outdoor space—as long as they stay within the bounds of community policy.

Irrigation, Pest Control, and Maintenance

Behind every lush garden is a system of care. That system also falls under HOA oversight to prevent resource misuse and preserve shared peace.

Water-wise Irrigation Systems

Southern California’s water scarcity has prompted HOAs to encourage or require drip irrigation systems. These use less water and deliver it directly to the roots, making them more efficient than sprinklers. Modern HOA garden regulations increasingly mandate systems with automatic shut-offs during rain or wind.

Timers and Smart technology

Some associations require that irrigation systems be fitted with programmable timers to reduce waste. In areas with strict local water restrictions, boards may also recommend or enforce watering schedules (e.g., no watering between 10 a.m. and 6 p.m.).

Organic Pest Management

Homeowners are often encouraged to avoid chemical sprays in favour of eco-friendly solutions such as neem oil, companion planting, or beneficial insects like ladybugs. This aligns with IPM (Integrated Pest Management) practices promoted by local environmental agencies.

Chemical Restrictions 

If pesticides or weed killers must be used, many HOAs require advance approval or mandate that only licensed professionals apply them. This ensures safety for neighbouring residents and pets and limits liability.

Regular Upkeep

Gardens must remain tidy and pruned, with no dead foliage, leaning plants, or obstructed walkways. Failure to maintain appearances can trigger HOA enforcement, particularly when shared areas are affected.

Design Aesthetics and Color Cohesion

While gardening allows for some creativity, homeowners must follow design standards that preserve neighbourhood appeal.

Approved Color Palettes

Many HOAs regulate flower colours and container tones to match the community’s architectural theme. Neutral shades like white, beige, or soft pastels are typically preferred over bright, neon colours. Even seasonal blooms may need to blend harmoniously with the surroundings.

Edging and Hardscape Rules 

Decorative elements such as mulch, gravel, or border stones must comply with material and colour guidelines. Crushed glass mulch or brightly painted bricks may be disallowed, while earth-toned stone or bark mulch is often encouraged.

Garden Art and Ornaments 

While homeowners may wish to display statues, flags, or solar lighting, HOAs often limit both size and number. For example, no more than two decorative items may be allowed per garden bed, and they must not exceed 24 inches in height. Flashing lights or political signs are generally banned.

These aesthetic standards help maintain a cohesive look while allowing for individual expression within boundaries.

Fences, Screens, and Privacy Plantings

fence | hoa garden rules

Landscaping often serves dual purposes: enhancing beauty and providing privacy. But even with this in mind, HOA garden restrictions apply.

Screening Vegetation 

To create privacy without creating eyesores, HOAs typically permit shrubs or hedges like boxwood or pittosporum up to a certain height, often no more than 6 or 8 feet. These must be regularly trimmed and should not block sidewalks, driveways, or the view from neighbouring homes.

Solid Fences vs. Hedges

Some HOAs prefer or require solid structures (like wooden fences) over dense plantings to delineate boundaries. Where privacy hedges are permitted, spacing and distance from lot lines may be specified in the CC&Rs.

Maintenance Responsibility 

Regardless of who planted it, the homeowner is responsible for ensuring that trees, shrubs, and vines do not encroach on neighbouring properties or common areas. Roots that damage driveways or fences could result in liability or HOA repair fees.

Keeping Up with HOA Garden Rules

HOA garden rules keep landscapes beautiful, safe, and friendly across Southern California communities, while still allowing thoughtful personalization through approved plants, containers, vegetables, and design.

Need professional management services for your HOA community? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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The Growing Problem Of E-Bikes In Condos

E-bikes in condos have become a growing challenge for HOA boards and residents alike. As their popularity skyrockets, condo communities must confront new safety, storage, and operational concerns.

The Rise of E-Bikes in Condos

The surge of e-bikes in condos reflects Southern California’s transportation trends: eco-friendliness, convenience, and cost efficiency. With rising gas prices and a growing emphasis on sustainability, condo residents are increasingly turning to electric options for commuting, errands, and leisurely rides.

Unlike traditional bikes, e-bikes offer pedal assistance and throttle options, making them practical for a wider demographic like commuters, older adults, and families. The ease of use and quick charging also support HOA-driven initiatives to promote greener living, but the influx brings complications.

Common Homeowner Complaints

While some residents see e-bikes as a modern convenience, others see them as a nuisance, and in some cases, a danger. The increase in their use within condo communities has led to a growing list of grievances from unit owners and renters alike.

Cluttered Corridors and Shared Spaces

One of the most common complaints: clutter. Residents frequently store their e-bikes in hallways, lobbies, or shared laundry rooms, encroaching on fire egress routes and interfering with ADA compliance. Hallways stuffed with bulky e-bikes create a “hoarding hazard” that escalates tension and liability concerns.

Battery and Fire Risks

E-bikes rely on lithium-ion batteries, which are volatile and vulnerable if improperly charged or stored. HOAs must grapple with heightened fire risk when residents recharge batteries indoors, such as in hallways, in-unit closets, or near flammable materials.

Insurance partners and local fire departments consistently warn that unregulated e-bike charging can spark unpredictable fires, increasing anxiety across communities.

Noise and Commuter Traffic

Unlike quiet pedal bikes, many higher-speed e-bikes equipped with throttle modes generate noticeable motor hum and acceleration noise, especially in echoless indoor corridors. Residents complain that late-night rides produce intrusive sounds. The acceleration also adds safety barriers on shared pathways with elderly or visually impaired neighbors.

How HOA E-Bike Rules are Evolving

Faced with mounting concerns, HOA boards are being pushed to establish and enforce clear rules regarding e-bike use, storage, and charging. These regulations aim to maintain safety while minimizing potential legal or financial liability to the community.

Liability and Insurance Coverage

HOA boards are primarily concerned with preserving asset value and mitigating liability. Allowing ebikes in HOAs without strict guidelines risks voiding sections of master insurance policies, leading to claims denials in the event of fires or injuries, and jeopardizing the entire community.

Amendments to Governing Documents

Many Southern California HOAs have amended CC&Rs to specifically address e-bikes in condominiums, adding clear definitions, operational restrictions, designated storage zones, and guidelines for battery handling. These updates serve dual purposes: to clarify resident responsibility and to provide enforcement tools for boards.

Zoning off Charging Stations

HOAs now designate approved e-bike charging zones, often retrofitted in enclosed garages or utility closets, that comply with local electrical code, include smoke detection, and have GFCI outlets. These stations reduce the fire risk associated with random, ad-hoc indoor charging, bringing peace of mind to neighbors.

California State Laws on E‑Bike Storage and Charging

judge and gavel | e-bikes in condos

California has passed specific legislation that intersects with HOA and condo rules governing e‑bikes in condos:

An important law to note is Senate Bill 712 (effective January 1, 2024). While it applies to rental housing, it offers insight into how California handles micromobility devices, and similar principles often inform HOA rules. SB 712:

  • Grants tenants the right to store and charge one personal micromobility device (like an e‑bike) inside their dwelling, if the device meets safety standards (UL 2849 for e‑bike systems or EN 15194).
  • Allows landlords to prohibit device storage and charging in-unit only if they provide secure, long-term storage—protected from weather, with electricity and smoke detection—not chargeable to the tenant.
  • Requires landlord rules regarding battery certification and insurance: if the e‑bike lacks UL/EN certification, tenants need personal insurance for it.

On the horizon is Senate Bill 1271 (effective Jan 1, 2026), mandating that all e‑bike and mobility device batteries sold or rented in California must be tested by accredited labs (UL 2849 or EN 15194). This law will help ensure that only certified batteries—less prone to thermal failure—are in circulation.

California law also classifies e‑bikes by type and operational rules (Class 1, 2, and 3), limits them to 750 W motors, mandates helmet use, sets minimum rider ages, and aligns riding areas with their classification. While these pertain to public spaces, HOAs often adopt similar definitions when creating their own rules.

E-bikes in Condos: Safety and Storage Guidelines

With growing awareness of the hazards, more HOAs are adopting formal safety rules for how e-bikes should be stored and operated on property. These standards are increasingly detailed and location-specific.

Approved Storage Spaces

Boards should enforce storage in assigned parking stalls, basement locker rooms, or individual garages—never in shared corridors, breezeways, or on patios. Some even install locking racks or cages in the garage to deter theft and help manage clutter.

Battery Storage Protocol

Lithium-ion batteries must be disconnected and stored on non-combustible surfaces, ideally within fire-rated enclosures. Many HOAs require that batteries be charged outside living areas or in designated utility zones. Residents are also asked to use approved chargers that auto-shut off, reducing fire potential.

Operational Rules and Common Area Use

HOAs often limit riding in common areas to walking speed only, prohibit throttle use in corridors, and may even ban e-bike passage through clubhouses or elevators. Boards will include signage and residents’ handbooks that outline acceptable conduct and speed.

How to Address HOA Member Pushback

Not all residents welcome new restrictions. When boards impose tighter rules on e-bikes, they often face pushback from riders who view them as necessary transportation. That’s why how a board communicates and enforces these rules matters.

Educating the Community

Transparency becomes critical when implementing e-bikes in condo policies. Many boards hold community meetings or webinars to explain the fire hazards, insurance implications, and shared responsibility for community safety. When residents understand why regulations exist, compliance increases.

Offering Incentives for Compliance

Forward-thinking HOAs offer incentives like discounted e-bike racks, charging stations, or locker installations to encourage rule-following. In some cases, community bulk purchase programs offer discounted safety-certified batteries or approved chargers.

Phased Enforcement

Rather than immediate citations, boards may implement “soft launch” phases—warnings first, reminders second, then fine notices. This procedure lowers resentment and gives residents time to adjust storage habits.

Emerging Trends and Solutions in the Industry

smart locker | e-bikes in condos

The problem isn’t limited to one or two condo buildings—communities throughout California and beyond are facing similar struggles. As a result, some associations are getting creative with how they manage the issue.

Smart Locker Systems

Some suburban Southern California condo communities are piloting vault-style lockers with integrated charging ports, secured access, and battery monitoring. These systems allow residents to plug in safely and store units securely, preventing corridor clutter while mitigating fire risk.

Collaboration with Local Fire Agencies

Condo communities occasionally bring in local fire marshals to inspect pilot charging stations or host safety training sessions. These partnerships provide density-specific risk data and help fine-tune HOA rulebooks.

Insurance Adaptations and Rider Education

Insurance brokers in California are rolling out rider-education modules, providing residents with online courses on safe habits, battery maintenance, and charging station etiquette. Getting certified may even earn unit owners insurance discounts or HOA fee credits.

Best Practices for HOA and COA Boards

Boards that take proactive steps to manage e-bikes in condos and communities tend to reduce risk, improve community morale, and avoid the kind of accidents that can result in bad press or legal exposure. The following best practices are becoming standard across many communities.

  • Define “E‑Bike” Clearly: Inserting standard definitions by wattage or speed into CC&Rs ensures that traditional bicycles or approved mobility scooters aren’t confused or misregulated.
  • Establish Charging & Storage Zones: Utilize existing electrical infrastructure or install designated outlets within garages or storage rooms, ensuring they are always equipped with code-compliant surge protection and smoke detectors.
  • Set Operational Limits: Speed limits in hallways (e.g., no more than 2 mph), helmet-and-light requirements, and prohibition of motorized acceleration in common areas.
  • Clear Violation Protocols: Implement a two-step notice system, progressing from a written warning to a monetary fine. Transparency in enforcement builds community trust.
  • Host Educational Workshops: Bring in experts to talk about lithium-ion battery safety, parking etiquette, and rider conduct.

Why This is a Growing Problem

Southern California’s climate and bike infrastructure have contributed to the growth of e-bike adoption. As prices for e-bikes drop and their appeal spreads to families and older riders, many residents park and recharge them wherever convenient. This surge has outpaced outdated condo bylaws not conceived initially with lithium batteries in mind—the result: mounting resident complaints and escalating safety concerns.

If Your HOA Is Behind, Here’s What to Do:

Communities that act early are in a far better position to manage the situation than those that delay. Here’s how HOAs can catch up and implement sensible, enforceable e-bike policies:

  • Conduct a Community Audit: Walk shared areas to identify e-bike buildup, battery storage, and charging clutter.
  • Review/Amend CC&Rs: Insert or update language around e-bikes in condominiums, covering definitions, storage, charging, and violations.
  • Install Infrastructure: Retrofit code-compliant charging lockers or designate power-protected stalls.
  • Educate & Enforce: Host community meetings, provide written guidance, and issue warnings before imposing fines.
  • Monitor & Adjust: Track policy effectiveness, resident feedback, and safety data. Be ready to tweak guidance or invest in new infrastructure.

Keeping the Community Safe

E-bikes in condos are here to stay. Without clear policies, they can threaten safety, compliance, and community harmony. By proactively defining usage rules, installing proper storage and charging infrastructure, educating residents, and enforcing respectfully, HOAs can embrace e-bikes while preserving quality of life for everyone.

Looking for expert support when creating, amending, or implementing e-bike rules in your community? Personalized Property Management offers condo association management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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California HOA Fee Increase vs Special Assessments: What Every Board Needs To Know

A California HOA fee increase isn’t something board members or homeowners usually look forward to. But when handled with clarity and care, these decisions can strengthen a community rather than stir frustration.

How California Law Governs HOA Fee Increases

Running a homeowners association isn’t cheap. Insurance premiums rise, utilities fluctuate, and contractors revise their rates. To keep pace, boards may need to consider increasing regular dues from time to time. However, in California, strict rules are in place.

The Davis-Stirling Common Interest Development Act sets the legal foundation. You’ll find the specifics in Civil Code Section 5605. It limits how much an HOA can raise fees each year without member approval.

Here’s the gist of it: a California HOA fee increase cannot exceed 20% of the regular assessment for the prior fiscal year, unless a majority of members vote to approve a larger jump. This ensures boards can’t make unchecked financial demands on owners.

Also, associations must follow proper notice procedures. Boards are required to give homeowners at least 30 days’ advance written notice of any fee increase or new special assessment. And notice must be delivered by first-class mail or, if the owner has agreed, by email.

So, can a California HOA fee increase happen quietly, behind closed doors? The answer is “no.” The law calls for transparency, and rightly so.

Why Boards Raise Regular Fees

Of course, no board raises fees simply because it can. The goal is always to cover necessary expenses and maintain the community’s financial stability. But it’s not always apparent to homeowners why their dues may be rising.

Regular assessment increases generally involves:

  • Inflation adjustments: A gallon of gas or a truckload of mulch doesn’t cost what it did five years ago. Maintenance and operational costs steadily climb.
  • Reserve funding: California law (specifically, Civil Code Section 5550) requires HOAs to maintain adequate reserves for major repairs and replacements. If prior funding has lagged, fees may need to catch up.
  • Vendor cost increases: Landscaping services, janitorial work, pool maintenance—vendors often adjust their pricing annually.
  • Regulatory changes: New local or state mandates (like seismic retrofitting, ADA improvements, or fire mitigation requirements) can drive up expenses.

A California HOA fee increase is the primary tool for boards to maintain consistent, reliable funding for these ongoing needs. But what if there’s a sudden, big-ticket expense the budget can’t cover? That’s where special assessments come in.

HOA Fee Increase vs Special Assessment: The Key Difference

It’s easy to think of a fee increase and a special assessment as two versions of the same thing. But they serve very different purposes.

A HOA fee increase is intended to cover ongoing operational costs, which are the predictable, recurring expenses that keep the lights on and the gates operational. Meanwhile, a special assessment covers unexpected or extraordinary costs.

Sometimes it helps to see things side by side. Here’s a simple table that sums up how a HOA fee increase differs from a special assessment:

AspectCalifornia HOA Fee IncreaseSpecial Assessment
PurposeCovers ongoing operational and maintenance costsRequired if the assessment exceeds 5% of budget
FrequencyTypically annual (part of regular budget cycle)Occasional, as specific needs arise
Legal Limit (without vote)Emergency repairs, legal settlements, and regulatory mandatesUp to 5% of current year’s gross budgeted expenses
Requires Membership Vote?Up to 20% of the prior year’s regular assessmentOnly if the increase exceeds 20%
Notification RequirementAt least 30 days written notice to homeownersAt least 30 days written notice to homeowners
Common UsesInflation adjustments, reserve funding, vendor increasesIncreases monthly dues in the future
Impact on HomeownersIncreases monthly dues going forwardOne-time payment (can sometimes be broken into installments)
PredictabilityPlanned and anticipatedTypically unplanned or due to unforeseen needs

How Much is Acceptable for an Increase?

No one enjoys telling neighbors that dues are going up. But when boards stay within legal guidelines and communicate transparently, fee increases are not only acceptable—they’re necessary.

In California, without a member vote, the maximum annual increase is 20% of the prior year’s regular assessment amount.

Now, just because the law allows up to 20% doesn’t mean every board should automatically reach for that limit. Financial stewardship means raising fees only as much as necessary to maintain services and reserves.

When is a Vote Needed?

If the community needs a larger increase, the board can propose a higher rate. However, this requires a majority approval of the membership (often 50% + 1 of those voting).

Getting homeowners to approve such increases takes skillful communication and clear evidence of need. Boards should prepare detailed breakdowns of projected costs and how they’ll benefit the community.

When to Use a Special Assessment Instead

using a calculator | california hoa fee increase

Even the best-planned budgets can’t anticipate every challenge. Sometimes, a special assessment is the right move.

You might lean toward a special assessment when:

  • The required funding is large and nonrecurring
  • The need arises mid-year, when annual fee changes aren’t practical.
  • The expense is tied to damage recovery or legal order.s
  • Reserves are insufficient, and tapping them would be unwise

The Davis-Stirling Act also governs special assessments. If the proposed special assessment exceeds 5% of the current year’s gross budgeted expenses, a majority of members must approve it.

Smaller special assessments can be imposed by the board without a member vote, provided notice requirements are met.

Communicating Fee Increases And Assessments

Boards often underestimate the importance of tone and timing when rolling out fee increases or special assessments. It’s not just about sending a legal notice—it’s about shaping how that notice is received.

A few essentials:

  • Provide context: Don’t just announce the number. Explain the why—link it to specific needs or future benefits.
  • Acknowledge impact: Recognize that any increase affects household budgets. This human element builds trust.
  • Offer contact points: Encourage members to reach out with questions or concerns. Silence breeds suspicion.
  • Hold open forums: Give homeowners a chance to discuss and understand the decision, even if they can’t vote on it.

A California HOA fee increase framed with openness and clarity lands much better than one announced by a dry legal notice alone.

Tips for Smoother Increases and Happier Communities

No one is thrilled when fees rise or a new assessment hits. But thoughtful leadership makes a difference. Here are a few tips:

  • Plan ahead: Predictable, modest annual increases are better than large, infrequent jumps.
  • Keep reserves healthy: Well-funded reserves can help reduce reliance on special assessments.
  • Educate homeowners: Many owners don’t realize that HOA fees fund critical services they value daily.
  • Use clear, jargon-free language: Legal notices are required, but supplement them with newsletters or friendly FAQs.
  • Demonstrate fiscal discipline: Share past successes in cost control or savings when announcing a needed increase.

Common Mistakes Boards Make

calculating fees | california hoa fee increase

Even well-meaning boards can stumble. Watch for these pitfalls:

  • Underestimating the need: Holding fees too low for too long can cause financial strain later. Small annual increases are healthier.
  • Ignoring member sentiment: Gauge how owners may react. Sometimes, a town hall ahead of a big vote makes all the difference.
  • Failing to document: Any board decision about a California HOA fee increase or special assessment should be fully documented in meeting minutes, with the rationale explained.
  • Skipping communication: No one likes surprise expenses. Keeping members informed helps maintain goodwill.
  • Not seeking expert input: Lean on your management company, CPA, or reserve study provider when evaluating funding needs.

Smart Increases, Stronger Communities

At some point, every board will need to weigh a California HOA fee increase or special assessment. The key is handling it with foresight, transparency, and a genuine respect for how these decisions affect neighbors’ lives.

Need professional support in budgeting for your HOA community? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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How HOA Reserves Impact You: A California Homeowner’s Guide

For homeowners in California communities governed by HOAs, understanding how HOA reserves function is more important than many people realise. These funds play a critical role in safeguarding both your property’s value and your financial well-being.

What are HOA Reserves, and Why Do They Matter?

At their core, HOA reserves are funds specifically earmarked to cover the cost of repairing or replacing major community assets, such as roofs, elevators, private roads, balconies, pools, mechanical systems, and similar infrastructure. These are not ordinary day-to-day maintenance costs, but the substantial long-term expenses that inevitably arise as buildings and materials age.

A well-managed reserve fund helps mitigate financial strain when these large costs arise. Without it, the association would likely be forced to impose hefty special assessments on homeowners, often with little notice. No homeowner appreciates an unexpected bill for thousands of dollars when a roof or retaining wall needs urgent repair.

Beyond financial stability, a strong reserve fund also supports property values. Prospective buyers and mortgage lenders often scrutinise the health of HOA reserves before approving purchases or financing. A poorly funded reserve can make properties less attractive on the market.

Civil Code Section 5550: Why Reserve Studies Matter

California law takes the question of reserve funding seriously. Civil Code Section 5550 requires HOAs to conduct a complete reserve study at least once every three years. This study includes a thorough inspection of the common areas and major components for which the HOA is responsible for maintenance.

The aim is to estimate the remaining useful life of these components and project the amount of money that should be set aside for their repair or replacement when needed. Just as important, the board must review the reserve funding plan annually to ensure that the association remains on track.

Failing to meet these legal obligations can expose the HOA to liability and jeopardise its financial health. More practically, homeowners benefit when boards take these responsibilities seriously and communicate openly about reserve planning.

How Much Should an HOA Have in Reserves?

Many homeowners ask: How much should an HOA have in reserves? There is no universal dollar amount. Every community differs based on the size of the property, the age of the buildings, the nature of the amenities, and how well past maintenance has been handled.

The reserve study provides a funding target, usually expressed as a percentage. Industry standards suggest that a funding level of 70% or higher, relative to anticipated future costs, is considered healthy. Falling below this level increases the likelihood of special assessments and deferred maintenance.

Communities with large and complex infrastructure, such as high-rise condominiums or master-planned developments, often require larger reserves to maintain stability.

SB 326 and SB 721: What’s Changing for Communities?

Reserve planning in California HOAs isn’t what it was just a few years ago, thanks in large part to two key laws: SB 326 and SB 721. Both laws were passed after several high-profile tragedies involving structural failures (balconies collapsing, decks giving way), often with devastating consequences. The message was clear: inspections can’t wait until something goes wrong.

Here’s how they apply:

  • SB 326 applies to condominium HOAs. It requires that load-bearing elements of elevated structures (balconies, decks, catwalks, stairways) be inspected at least once every nine years.
  • SB 721 covers apartment buildings with similar elevated elements and mandates inspections on a similar timeline.

For HOA boards, this means inspections must now be part of the planning cycle. This is done because when those inspections uncover issues (and sooner or later, many will), the needed repairs aren’t cheap. Most of those costs will be covered directly from HOA reserves.

When are Special Assessments Necessary?

reserves folder | hoa reserves

Even well-funded reserves may not cover every eventuality. Catastrophic events such as wildfires, earthquakes, or an unexpected cascade of repairs can quickly deplete available funds.

In these instances, boards may have no choice but to impose special assessments to cover urgent needs. Unfortunately, such scenarios frequently arise when boards underfund reserves or neglect to update their studies on schedule.

Homeowners understandably find special assessments frustrating and stressful. Yet with proper long-term planning, along with a commitment to maintaining firm reserves, these financial shocks can often be avoided.

Understanding the Reserve Study Process

When a professional conducts your community’s reserve study, here’s typically what happens:

  • Inventory of major components: They list everything the HOA is responsible for—roofs, elevators, mechanical systems, pools, roads, and now, balconies and walkways covered under SB 326.
  • Assessment of condition: Each item is evaluated to determine its current state and how many years of useful life it likely has left.
  • Cost estimates: The analyst calculates the cost of repairing or replacing each component when the time comes, factoring in current market rates for materials and labor.
  • Inflation and code updates: Projected inflation rates and potential changes to building codes are included, since today’s costs won’t match tomorrow’s realities.
  • Funding recommendations: The final report gives the board a clear plan—how much money the association should collect each year to stay on track and avoid future shortfalls.

In simple terms, it’s a financial roadmap. Without it, the board would be guessing—and that kind of guesswork often leads to underfunded reserves and unexpected costs for homeowners.

How are HOA Reserve Funds Collected?

In most California HOAs, reserve contributions are built directly into your regular monthly assessments. In other words, if you’re paying dues, you are already contributing to your community’s reserve funds, though it pays to know how much is being set aside and whether the current funding level is adequate.

California law also requires boards to provide annual financial disclosures to homeowners, including information on reserves. If you haven’t reviewed these disclosures recently, it’s worth taking a look. They offer important insight into your HOA’s financial health.

How Much Should You Be Contributing?

The question of how much an HOA should have in reserves leads naturally to another: how much should you, as a homeowner, be contributing each year?

Again, there’s no universal figure. The HOA reserve study outlines what your community should be collecting. Boards that underfund reserves—sometimes to avoid raising dues—may inadvertently create larger problems later. Paying a little more each month is often far less painful than facing large special assessments down the line.

California HOA Reserve Rules: The Broader Picture

Viewed as a whole, California HOA reserve rules provide a sensible framework for helping communities remain financially sound and physically safe. Compliance with Civil Code Section 5550 and the newer balcony inspection laws is not simply about ticking boxes—it is about protecting the shared assets that define the community.

Healthy reserves are suitable for everyone: residents, prospective buyers, lenders, and insurance carriers alike.

What Should Homeowners Do?

reading a paper | hoa reserves

Homeowners who are not part of the board still have important roles to play. These include:

  • Read your association’s annual budget and reserve disclosures
  • Attend meetings where reserves are discussed
  • Ask informed questions if funding levels seem inadequate
  • Encourage the board to schedule required inspections and reserve studies on time

These actions help foster a more informed and resilient community. After all, you and your neighbors share the same investment in your property’s future.

What to Watch for When Buying Into a Community

If you’re considering buying a home in an HOA community, it’s essential to ask about reserves early in the process. Well-informed buyers request copies of the most recent reserve study and financial reports before committing to a purchase.

A poorly funded reserve can be a red flag, signalling the likelihood of deferred maintenance and future assessments. In contrast, a community with well-managed reserves is a strong indicator of good governance and sound financial stewardship.

How Reserves Affect Insurance and Lending

Another angle worth noting is that insurance companies and mortgage lenders increasingly consider reserve health when evaluating risk. Underfunded reserves can lead to higher premiums or even coverage exclusions. Lenders may hesitate to approve loans in such communities, which can reduce market appeal.

In this sense, funding reserves properly is a way of protecting both property values and the broader reputation of the community.

Signs of Strong Reserve Management

How can you tell whether your HOA is doing a good job managing its reserves? Look for these signs:

  • Reserve studies are updated at least every three years
  • Annual board reviews of reserve funding
  • Transparent financial disclosures to homeowners
  • Proactive planning around SB 326 balcony inspections
  • Funding levels at or above 70% of projected needs
  • A stable history with few or no special assessments

When these indicators are present, homeowners can generally feel confident that their association is acting responsibly.

Risks of Neglecting Reserve Planning

Conversely, associations that fail to manage reserves properly often face serious consequences:

  • Deteriorating community assets
  • Declining property values
  • Difficulty securing affordable insurance
  • Frequent special assessments
  • Legal exposure for board members

Neglect in this area tends to compound over time, making it even more difficult to correct later.

In Case of Emergencies

Solid HOA reserves are one of the quiet strengths behind any well-run community. They maintain infrastructure safety, ensure financial stability, and promote high property values. Paying attention to them today can spare everyone far greater costs tomorrow.

Looking for professional help in managing your community reserves? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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Do HOA Board Members Get Paid?

Serving on an HOA board can sometimes feel like a full-time job. Between reviewing budgets, handling community concerns, and keeping up with ever-changing laws, many people wonder: “Do HOA board members get paid for all this work?” The answer isn’t always simple, but it matters for every association to understand the rules, expectations, and implications.

What Does an HOA Board Member Do?

Before addressing questions of pay, it is helpful to step back and examine what the job entails. Many homeowners are surprised when they realize the extent of the responsibility that comes with serving on the board.

Board members aren’t simply figureheads. They are the governing body of the association and carry fiduciary duties to act in the best interests of the entire community. The day-to-day work can cover a wide range of tasks, such as:

  • Reviewing and approving budgets and financial reports
  • Overseeing the maintenance of common areas and amenities
  • Hiring and supervising vendors and service providers
  • Creating and enforcing community rules
  • Handling resident concerns and resolving disputes
  • Ensuring compliance with state laws and local ordinances
  • Managing association records and legal documents
  • Planning for long-term reserve funding and capital improvements

It’s a serious role that takes time, good judgment, and a genuine willingness to serve. For many board members, the reward comes from helping their community run smoothly and remain a great place to live, even though the work behind the scenes can sometimes go unnoticed.

Why the Question of Payment Keeps Coming Up

Spend a little time talking with fellow HOA board members, and it’s bound to surface: “Are we supposed to get paid for this?” It’s a fair question. The workload can be hefty. Responsibilities range from overseeing major repairs to negotiating contracts to resolving resident disputes. 

People also compare it to other types of boards. Nonprofit boards often operate as unpaid volunteer positions, while corporate boards can be pretty lucrative. Naturally, curiosity arises about the HOA world: Do HOA board members get paid in the same way?

It turns out, there’s no universal answer.

What the Law Says

In California, most homeowners’ associations are established as nonprofit mutual benefit corporations and operate under the Davis-Stirling Common Interest Development Act. Under this framework, HOA board members typically serve in a volunteer capacity.

California Corporations Code Section 7231.5 (b) helps clarify this. It defines volunteer directors as those who perform their duties without receiving compensation.

An HOA’s governing documents typically dictate whether compensation for board members is allowed at all. In many cases, these documents either prohibit compensation outright or remain silent, implying that compensation is not permitted.

If the documents authorize compensation, the association must still comply with all relevant legal requirements and understand that any paid board members will no longer enjoy volunteer protections under Section 7231.5.

That’s one reason most boards choose to remain strictly volunteer-based. The combination of legal complexity, insurance questions, and community trust makes compensation more trouble than it’s worth for many associations.

What About Reimbursements?

While direct pay is rare, reimbursements are very common. After all, board members frequently spend their own money to fulfill their duties, and expecting volunteers to cover these costs out of pocket isn’t exactly fair.

Properly documented and board-approved reimbursements aren’t considered “pay.” They’re simply a way to make sure serving on the board doesn’t become a financial burden. This helps attract a broader pool of volunteers and keeps the board accessible to all homeowners, not just those with disposable income.

So, what kinds of expenses are typically reimbursable? It can vary by community, but common examples include:

  • Mileage or fuel costs for driving to off-site meetings, training events, or property inspections
  • Registration fees for HOA-related education seminars or conferences
  • Office supplies used for board work (printer ink, paper, notebooks)
  • Postage and shipping for sending out board-related communications
  • Meals incurred while attending full-day training sessions or official business meetings off-site
  • Copies of legal or industry publications that are necessary for fulfilling board responsibilities

If handled properly, reimbursements are a simple way to respect the time and effort board members contribute, without crossing the line into actual compensation.

Should HOA Board Members Get Paid?

payrol | do hoa board members get paid

Here’s where opinions start to vary. The question “Should HOA board members get paid?” sparks lively debate in many communities.

On one hand, paying board members might encourage more homeowners to step up. It could also help attract candidates with professional experience that benefits the association.

On the other hand, compensation can create uncomfortable dynamics. Neighbors may feel board members are serving their own interests, not the community’s. Disagreements over the amount of pay (or whether it’s deserved) can lead to division.

It also changes expectations. Once you pay someone, the relationship shifts, and members may begin treating the board as a service provider instead of volunteer leadership.

Ultimately, each association must carefully weigh these trade-offs. Community culture, budget constraints, and legal considerations all play a part.

The “Salary” Question: What About the Board President?

It’s natural for people to ask: Is there a standard HOA board president salary? The short answer: typically, no.

In most California HOAs, even the president serves without compensation. The role also carries additional responsibilities, including chairing meetings, serving as the primary spokesperson, and coordinating with the management company. However, it’s still fundamentally a volunteer post.

That said, some large-scale or high-profile communities might authorize a modest stipend for the president, again provided the bylaws allow for it. Even then, the amounts tend to be symbolic and nowhere near the realm of a full-fledged salary.

More often than not, the “compensation” for being president comes in intangible forms: the satisfaction of leading the community, the ability to steer essential initiatives, the camaraderie of working with fellow board members.

Why Most Boards Stay as Volunteers

Beyond legal restrictions, there are deeper reasons most HOAs remain volunteer-run:

  • Trust: Homeowners often feel more comfortable knowing their peers are serving for the right reasons: commitment to the community, not financial gain.
  • Affordability: Many associations can’t justify paying directors from already stretched budgets.
  • Culture: Volunteerism fosters a spirit of collaboration and teamwork. Paid roles can sometimes erode that spirit.
  • Governance clarity: Mixing payment into board roles complicates legal compliance, tax reporting, and fiduciary duties.

Of course, managing an HOA isn’t all handshakes and holiday parties. The workload can be immense, which is why strong partnerships with management companies are so important.

A capable management company can handle day-to-day operations, freeing board members to focus on policy and oversight. That helps keep board service sustainable, even without pay.

Special Situations: Paid Committee Members

Occasionally, you’ll encounter HOAs that offer stipends not to board members, but to committee chairs or members, especially for demanding roles like architectural review.

Again, this requires explicit authority in the governing documents. It also requires careful thought about community expectations and tax implications.

If your association is considering this route, it’s wise to consult both your attorney and CPA. What sounds simple on paper can quickly become a legal tangle if mishandled.

Risks of Paying Board Members

While some communities are tempted to experiment with compensation, there are real risks involved:

  • Tax consequences: Payments may trigger payroll tax obligations
  • Insurance coverage: Many Directors & Officers (D&O) insurance policies limit coverage for paid directors and officers. If your policy falls into this category, compensating board members could create uninsured liability.
  • Loss of volunteer protections: Unpaid directors in California enjoy certain legal protections under the Corporations Code. Those protections may not apply once compensation is involved.
  • Perception issues: Even a small stipend can generate controversy if not well-communicated and supported by the membership.

None of these are insurmountable, but they are real. Associations should tread carefully.

Alternatives to Direct Pay

board trarining | do hoa board members get paid

If your board struggles with burnout or recruitment, there are ways to show appreciation without writing paychecks:

  • Professional training: Cover the cost of seminars or certifications that help board members perform their roles.
  • Social recognition: Public thank-yous in newsletters or at community events can go a long way.
  • Flexible commitments: Consider lighter meeting schedules or staggered terms to make service more manageable.
  • Support systems: Partner with a skilled management company to ease the workload.

Bringing in Professional HOA Management Company Support 

When board members start to feel stretched thin, it’s tempting to think compensation is the answer. But often, what they really need is support, and that’s where a good management company comes in.

Professional managers handle the operational load: coordinating vendors, managing finances, preparing reports, and responding to homeowners. With that help, board members can focus on leadership and policy, rather than getting bogged down in the daily grind.

In many cases, strong management partnerships reduce the need for and the desire to pay board members. Sometimes the real solution isn’t money; it’s simply better backup.

Acting on Goodwill

In many ways, HOA boards run on goodwill. The dedication of volunteers helps keep communities thriving. When directors feel respected and supported, everyone benefits.

Looking to support your HOA board of directors with professional management help? Personalized Property Management offers HOA management services around Southern California. Call us at 760-325-9500 or email us at info@ppminternet.com for more information!

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Are There Rules For HOA Tree Removal In Southern California?

Before grabbing a shovel or calling a tree service, it’s smart to get familiar with the HOA tree removal rules that apply across Southern California communities. A little upfront knowledge can help you avoid hefty fines, protect your property, and keep the peace with your neighbors.

Why Do HOAs Regulate Tree Removal?

Most HOAs here in Southern California spell out clear rules on tree removal. And they aren’t just there to keep the neighborhood looking polished, though that’s certainly part of the goal. The bigger picture? Managing risks, preserving property values, and steering clear of neighborly disputes.

Trees can stir up plenty of conflict. Imagine scenarios with roots wrecking sidewalks, branches leaning over fences, or a once-small sapling suddenly blocking a cherished mountain view. If every homeowner were to start chopping or altering trees without oversight, it would quickly throw the entire community out of balance.

That’s why HOA tree removal policies exist: they lay out clear expectations so homeowners know how to handle any tree-related issue that comes their way.

What Laws Apply to HOA Tree Removal?

Your HOA’s governing documents will have the main say here, but don’t forget that city and state laws also factor in. In California, many tree disputes are shaped by common law and sections of the California Civil Code.

A few legal points worth knowing:

  • Encroaching branches and roots: Under California Civil Code Sections 833 and 834, a homeowner owns the part of the tree trunk that sits on their property. If a neighbor’s branches or roots creep across your line, you’re typically allowed to trim them, but only back to your side and only in a way that doesn’t harm the tree’s health.
  • View ordinances: Some cities in Southern California, especially along the coast, have “view protection” ordinances. If a tree blocks a scenic view, you might have recourse, but these rules vary wildly from one city to the next.
  • Protected trees: Many cities protect particular species or designate “heritage” trees. Removing one, even on your own land, may require a city-issued permit.

And when you’re dealing with trees on HOA common areas, these laws layer over whatever’s written into the HOA rules.

Which Rules Are Followed: HOA or City/State Law?

Both. It’s not a question of one over the other. You need to follow both your HOA’s tree policies and any applicable city or state laws. HOA rules are often stricter than local codes, especially when the community’s appearance is a priority.

Let’s say your HOA’s governing documents say that no tree can be removed without approval, even if the city would allow it with a permit. You’re still bound to the HOA’s process.

And remember: these rules typically apply whether the tree sits in a common area or on a private lot.

Can Homeowners Remove a Tree on Their Own Property?

Sometimes, but not always. That’s the short version.

In many Southern California HOAs, even trees on private lots fall under the community’s landscape standards. You usually can’t just take one down without getting HOA approval first.

Why? Because one person’s decision could affect the whole street. Think about property lines, roots creeping underground, or how that shady tree contributes to the neighborhood’s character.

So, you may ask, “Do I need HOA approval to remove a tree on my own lot?” The answer is most likely yes. Expect to:

  • Fill out a tree removal request form or application
  • Provide a valid reason (disease, safety hazard, damage)
  • Wait for written approval before work begins

Boards typically weigh requests against the community’s architectural guidelines. Good reasons will usually get a green light. 

What About Removing Trees from Common Areas?

clean yard | hoa landscaping maintenance

This is more cut and dry: trees in common areas belong to the community. Homeowners can’t touch them. No trimming, no removal.

If you think a common area tree should go, the right move is to submit a request to the HOA. The board or landscape committee will review the situation, often consulting an arborist or city staff before making a call.

Common reasons for HOA-approved tree removal in these areas include:

  • Disease or declining health
  • Safety hazards (instability, proximity to buildings)
  • Damage to sidewalks, roads, or utilities
  • Non-compliance with city codes or protected tree lists

On the other hand, requests based purely on inconvenience (think blocked sunlight or falling leaves) are usually denied.

How to Make an HOA Tree Removal Request

The process varies a bit between communities, but generally, here’s how it works:

  1. Complete the HOA’s official request form (sometimes called an “architectural request” or “landscape change” request).
  2. Include current photos of the tree and the surrounding area.
  3. Clearly explain your reason: arborist report, root damage, structural concerns, etc.
  4. Submit to the HOA board or designated committee for review.

Most boards will consider both the community’s standards and any legal requirements (including California tree law). If your case involves protected species or tricky property lines, the HOA may pull in legal counsel or an arborist to avoid liability.

If your community is large or works with a professional management company, a quick call to your property manager can help make sure your request lands in the right hands.

When a Neighbor’s Tree Causes Problems

Things get a bit more delicate when another homeowner’s tree is the issue. HOA tree rules don’t give you the right to trim—or worse, remove—someone else’s tree. So what can you do?

  • If the tree is on private property but causing evident damage (roots cracking a wall, branches damaging your roof), bring it to the HOA board. The board may require the owner to resolve the issue if it violates community rules.
  • If the tree is in a common area, follow the usual HOA request process.
  • If it’s a neighbor’s tree encroaching across your property line, you may trim branches or roots—but only up to your line and in a way that doesn’t harm the tree’s health (per California law).

If you’re unsure or if there’s any potential dispute over damage or boundaries, talking to an attorney first is always wise.

How HOA Tree Policies Help Avoid Disputes

beautiful landscaping | hoa landscaping maintenance

Clear HOA tree removal policies help head off some of the most common neighborhood headaches:

  • Unauthorized tree cutting that damages common property
  • Neighbor complaints about blocked views or messy debris
  • Liability from neglected, hazardous trees
  • A patchy, inconsistent look across the community

By giving homeowners a clear path to follow, these policies help protect aesthetics, safety, and property values alike. And they save a lot of finger-pointing and hard feelings along the way.

Can the HOA Require You to Remove or Maintain a Tree?

Absolutely. If the board determines that a tree on your property is dead, dangerous, or violating landscaping rules, they can require you to address it. If you ignore that request, fines and enforcement can follow.

Many CC&Rs also require ongoing tree maintenance, including trimming branches, removing dead limbs, and controlling pests. These aren’t optional in most HOAs. And while it might feel like a chore, it ultimately protects your property and your neighbors’. Not to mention, well-maintained trees can boost curb appeal and market value.

Working With HOA Landscape Services

Once your tree removal gets the green light, there’s still one crucial piece: who does the work?

In some communities, the HOA has a contract with a specific landscaping company. If that’s the case, only that company is allowed to handle tree work. It helps ensure the job is done safely and meets all the community’s standards.

Other HOAs may let you hire your own tree service, but with a few conditions: they’ll need to be licensed, insured, and sometimes pre-approved by the board. This protects both you and the association from accidents or liability in the event that something goes wrong.

And here’s something worth remembering: bringing in a professional is always the wise choice. Taking down or even trimming a large tree isn’t a weekend project, no matter how many tools you have in the garage. The risks (to property, to people, to power lines) are real. It’s always better to let the pros handle it.

Tips Before Calling Tree Removal Services

Even after you’ve read the rules and submitted your request, a few extra steps can help things go smoothly:

  • Document everything. Keep records of your request, approval, and any communication with the HOA. It’s a good safeguard in case questions come up later.
  • Talk to your neighbours. If a tree borders another property, letting neighbours know about upcoming work helps avoid misunderstandings.
  • Double-check contractor insurance. Even if your HOA has guidelines, it never hurts to confirm the tree service carries current liability and workers’ compensation coverage.
  • Ask about stump removal. Some HOAs have rules about whether stumps must be ground out after tree removal—don’t assume it’s optional.
  • Plan around community events or restrictions. Avoid scheduling major tree work during community events or on days when HOA maintenance crews may be on-site.

A little extra attention to detail can prevent surprises and keep your tree project hassle-free.

When in Doubt, Pause Before You Cut

Tree projects can be tricky in an HOA. If you’re ever unsure, take a breath and check with your board first. It’s an easy way to avoid fines, protect your property, and keep good neighborly vibes intact.

Need some professional help in running your HOA community? Personalized Property Management offers HOA management services around Southern California. Reach us at 760-325-9500 or email us at info@ppminternet.com for more information!

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