Turnover Of Development from Developer/Builder

Our development is in the process of transitiioning from developer/builder (Builder is former President of our Association). The Developer never was involved. Anyway....we decided to conduct monthly executive board meetings while we are transitioning. Next week we are selecting an attorney to guide us through the process. We also want the attorney to help us with some unresolved issues in the development.

My question is: Is the PM from our Management Company required to be at our meetings? Since the night of the election she has taken it upon herself to arrange Executive Board Meetings which she attends. She also takes and distributes minutes to these meetings. We have a secretary on the Board to do that.

She and the Management Company was selected by the President (builder) when he had the majority of the votes and was in control of the Association. We decided to renew the contract for a year rather than look for a new management company, however, the Board feels the PM's attendance at our executive board meetings may be a conflict?

Any advice would be appreciated.

Maureen, the answer is no. But, I suggest the Board members read the management agreement to know what services the manager is being paid to perform. Usually it is prudent to have the manager at Board meetings since they can provide continuity and guidance to the Board. However, it is the Board's decision as to whether or not to have the manager at Board meeting; to provide notice of the meeting; and to take and distribute minutes.

I have attached a check list to things to do when transitioning which may be of value to you.

If you are in the "process" your meetings are not official, anyway, just organizational.

You can invite or disinvite anyone you want.