Get to Know Your Board

HOA Board Responsibilities

While there are specific duties of each Board member, as described below, the broader, more important responsibilities of the HOA Board are to:

• Develop & maintain a vision and goals for community
• Maintain the budget
• Encourage feedback from residents on how our community can improve
• Maintain the common areas
• Comply with our governing documents (Bylaws and CC&Rs)
• Ensure our property values are maintained or improved through the above actions

Some of these tasks can be a challenge as we are all neighbors and wish to maintain harmony. I encourage you to work with each other to resolve differences so the board can focus on the larger work at hand. Please reach out if we can be of assistance.

Roles of the Board

President

The main role of the HOA President is to oversee the majority of the decision-making process. Essentially, the final say comes down to the President.

Anyone who assumes the role must have the right qualifications to make those decisions. That means a working and in-depth knowledge of the regulations, bylaws, and operations of the association.

In meetings, the President acts as a foreperson. They call the meeting to order, discuss the agenda, allow for others to speak during the meeting, ask for votes, and more.

Vice President

The HOA Vice President’s responsibilities are the same as the President’s because the primary duty is to assume the role of the President when the President is unable to do so because of travel, for personal reasons, or otherwise.

Aside from acting on the President’s behalf, the Vice President might be responsible for various projects and oversee specific areas of the HOA’s operations. Thus the VP must be equally informed about the regulations and bylaws of the association in order to assist members of the community.

Secretary

The role of the HOA Secretary is to handle all of the documentation and record-keeping within the association. Since they are responsible for all official documentation, part of their function is to stay compliant with all legal requirements. This includes submitting any forms before deadlines.

Other HOA Secretary responsibilities include giving proper notice of all meetings, recording all meeting minutes, and distributing all essential documentation to the other board members. Another key function of the role of Secretary is to review all official documents in an effort to ensure a continually updated record.

Treasurer

The HOA Treasurer is responsible for all of the association’s funds and the disbursement of those funds. The main role of the HOA Treasurer is to keep a detailed record of current funds and all transactions sanctioned by the association. This includes billing, operational costs, and the collection and allocation of funds.

They are also in charge of creating the annual budget and maintaining the right reserve level for any unplanned expenses, making any approved investments, and filing the annual taxes.

As for other HOA Treasurer responsibilities, they must keep other Board members informed of the association’s financial status and any discrepancies within the records. They must also comply with all laws and regulations that dictate the proper financial operations of the HOA.

Organizational skills are once again a key trait. Since the Treasurer’s duties usually involve money management, being good with numbers and finances is another good quality to have, as is accurate record keeping.

A source for some of this content was hoamanagement.com.