HOA Operations

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Launch legal pack · Last updated: May 4, 2026

These documents are drafted for a U.S. SaaS platform serving HOAs, management companies, boards, residents, vendors, and AI-assisted operations workflows. They are operational launch drafts and should be reviewed by licensed counsel before production use.

Public documents

Terms of ServiceCore SaaS contract terms for access, subscriptions, customer data, AI output, communications, acceptable use, liability, and termination.Privacy PolicyPublic notice covering personal information, customer workspace data, CCPA rights, AI processing, retention, security, and contacts.Cookie NoticeCookie and similar technology categories, browser controls, Global Privacy Control, and analytics posture.Acceptable Use PolicyProhibited activity, security abuse, unlawful communications, unauthorized data access, and enforcement rights.Security PolicySecurity program summary, customer responsibilities, incident response, and vulnerability reporting.AI Use PolicyCID usage rules, human review requirements, prohibited AI use, accuracy limits, and professional advice boundaries.Data Processing AddendumProcessor/service-provider terms for customer workspace data, subprocessors, security, assistance, and deletion.Subprocessor ListExpected production vendor categories for hosting, database, AI, communications, billing, support, and analytics.

Launch items counsel should confirm

Confirm exact legal entity name, mailing address, state of formation, and contracting party.
Confirm production subprocessors from Vercel, Supabase, AI model providers, Stripe, Microsoft/Google/Zoom, analytics, monitoring, and support tools.
Add a physical postal address to marketing email templates before sending promotional email.
Confirm whether HOA Operations meets CCPA applicability thresholds now or will contractually honor CCPA requests anyway.
Confirm customer contracts include order form, subscription fees, renewal, support, SLA if offered, DPA, AI terms, and limitation of liability.
Confirm breach response owner, security contact, and customer notification workflow before onboarding live HOA data.
Have California SaaS/privacy counsel review these documents before production launch.