Board Support & Governance for HOAs in Santa Clara

Professional Guidance to Help Your Board Lead with Confidence

Build a Stronger, More Effective HOA Board

Managing an HOA isn’t just about collecting dues and fixing potholes — it’s about leading a community with transparency, structure, and long-term vision. At PMI SouthBay, we offer specialized board support and governance services designed to help your leadership team succeed.

From onboarding new board members to navigating complex policies and elections, we provide the tools, training, and expertise to ensure your HOA board is informed, compliant, and empowered to make the right decisions for your community.

Our Board Support Services Include

• Board Training & Orientation

  We provide new and existing board members with the training they need to understand their roles, fiduciary duties, and HOA legal frameworks.

• Policy Creation & Document Review

  We assist in drafting, updating, and enforcing policies, bylaws, and procedures that align with California HOA laws and your community’s evolving needs.

• Board Elections & Voting Support

  We help coordinate fair and transparent elections, prepare ballots, and manage proxies and member participation according to legal requirements.

• Agenda Planning & Meeting Management

  From annual meetings to special sessions, we help prepare agendas, coordinate logistics, and keep meetings compliant with Davis-Stirling Open Meeting Act requirements.

• Records & Governance Portal

  All governance documents, meeting minutes, and notices are organized and available through our secure online portal—ensuring easy board access.

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