As a licensed California property and casualty insurance agent (#0E35018), I can provide associations and developments with insurance reviews, including how to file an insurance claim. I also have a California real estate license (#02150532) and I am a licensed California notary public (#2482101). With over 20 years of experience in financial services, I can help associations and developments create their Annual Operating Budget, analyze reserve studies, interpret complex financial statements and reports, and provide guidance on how to select a property management company.
HOA ELECTIONS
Housing Education Gal LLC offers Inspector of Elections services for small to mid-size homeowner associations (less than 100 units) in Alameda, Contra Costa, Marin, San Francisco, San Mateo, Santa Clara, and Solano Counties in California. As a member of the California Association of Community Managers and Community Associations Institute, I earned the CCAM, CMCA and AMS designations and gave a presentation on Association Elections with Alex Noland, Esq. and Tom Chaffee, Esq. at the 2024 California Association of Community Managers Law Seminar and Expo. I also gave a presentation on HOAs at the 2024 Habitat for Humanity International Conference and I am a licensed California Notary Public (#2482101). Volunteer poll workers, a licensee of the California Board of Accountancy, and notary publics are allowed to serve as the Inspector of Elections.
Election services can be customized to meet the individual needs of your specific community. I will prepare, distribute and administer the election process and provide a formal certification of the election results. Housing Education Gal, LLC fully complies with all Association Governing Documents and Civil Codes. If you need assistance with your Election of Directors, a Special Assessment Vote, Governing Document Amendment Vote, Recall Elections, Bank Loan Elections, or more, please email housingedgal@gmail.com.
Housing Education Gal specializes in working with small to mid-size homeowner associations and at this time does not offer electronic voting for HOA board member elections and governing document amendments in California (AB 2159). Elections related to assessments must still be conducted with physical ballots and special envelopes. Housing Education Gal also offers virtual education on HOA elections and other HOA-related topics to board members and HOA members.
If you're interested in receiving an HOA election quote, please complete the Request for Proposal and email it to housingedgal@gmail.com with your association's Bylaws and Election Rules.
Housing Education Gal (HEG) offers monthly one-hour Saturday HOA workshops on topics such as understanding HOAs, board member training, how to work with a property manager, increasing HOA meeting attendance, HOA insurance, HOA finances and the reserve study, board member roles and responsibilities, and board elections. Special topic workshops can also be created to meet your HOA's unique needs and interests such as understanding your governing documents, working with HOA professionals and other service providers, conflict resolution, building maintenance, and much more.
Housing Education Gal (HEG) will offer one complimentary HOA workshop via Zoom to all HEG clients starting in 2025. For additional workshops, the cost for HEG clients is only $25 per HOA. Each workshop includes slides that are emailed to each attendee one day before the presentation. Enclosed is the 2025 HOA workshop flyer. Please email housingedgal@gmail.com for more information.
Board Member Roles & Responsibilities
This is a short excerpt from my HOA workshop on Board Member Roles and Responsibilities. I included only half of the slides. Most of my HOA workshops are 60 minutes long, depending on the length of time it takes to discuss case scenarios, answer quizzes, and the Q&A session.
Winston Churchill
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