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KW3 (California)
Posts: 146
Posted:
Hi All,

We, in CA, found at least two confusing elements in our 26+ years old management contract (never amended, changed, or signed new one) related to our declaration and bylaws:

1. Our declaration requires that the management contract must provide for termination by either party w/o cause and w/o fine on 90 days or less written notice, and for cause on 30 days written notice. However, our MM contract only has such provision: This contract will automatically renew unless canceled in writing by either party 60 days prior to the EXPIRATION DATE (which is the end of every year).

Q: How do we deal with this situation? Can we claim that this contract is void or invalid since it does not meet our declaration requirement? And so the management agent is dismissed? Or the board has to call for reviewing the contract and make amendment or sign a new contract in compliance with declaration? (I would prefer taking the 1st option if legit.)

2. Our bylaws state that authorization of signing association checks shall be determined by the board from time to time (I assume whenever there is a new elected board). One of the provisions for financial services in our MM contract states that ALL checks and drafts will be signed by 2 board members. When our new board came to update our bank signature cards and review our check signing policy/procedure, we found that for our reserve acc, it rightly requires 2 BDs to sign. But for the opr acc, the management co was authorized to sign all checks from opr acc. And so, there are all old BDs signatures on the old reserve acc card, but there are 4 signatures from MM co and 1 BD's signature on the old opr acc card. When the new BDs came up questioning the issue on opr acc and making a motion requiring all checks (reserve & opr) shall be signed by BDs, the old BDs voted to oppose claiming that the MM was already authorized (hired) to sign all checks from opr acc. The motion failed (one of the new BDs confused, unaware of the issue joined the group opposing).

According to the posts from other thread, it is "proved" to be a bad and troublesome idea of authorizing any 3rd party (e.g., managing agent) to sign/issue checks from association fund.

Q: How do we resolve this issue? Can we request to review the record of approval authorizing MM to sign checks and, if available, claim its invalidity because their authorization conflicts with the MM contract and they didn't amend or sign a new contract? Bottom line: MM still has to follow the contract, which unamended does not authorize MM to sign checks, but clearly states all checks are to be signed by BDs.

Appreciate all comments and advice.
RogerB (Colorado)
Posts: 5,067
Posted:
KW3, amend the management agreement to comply with your Declaration. The Board is responsible for signing an agreement which is in compliance with the Declaration. IMO you have no legal basis to claim the current agreement is invalid just because it does not comply with your Declaration.

For check signing comply with your Bylaws and if necessary amend the management agreement. If the Board previously elected to authorize the management company to sign checks the current Board can vote to change that procedure. We recommend not allowing any management company to heve check signing authority.

Remember that the Board is responsible for following all governing documents and for establishing policies and procedures (Rules and Regulations). If the MC is not agreeable with the Board's decisions thrtr is an option which you stated "termination by either party w/o cause and w/o fine on 90 days or less written notice".
KW3 (California)
Posts: 146
Posted:
Quote:
Posted By RogerB on 01/06/2011 4:08 PM
... We recommend not allowing any management company to heve check signing authority...

Roger,

It's a bit surprise, but I am glad, relieved and re-assured to hear this statement especially from you, an HOA Management Co. When I brought up the check-signing issue, our MM immediately tried to buff me off by saying none of her managed 75 HOAs has ever opposed to authorize her for signing checks. Now you can imagine how tough and controlling this MM acts around HOAs. We still have a hard, winding road ahead seeking to correct all this mess left from previous (thousand-year-old) board especially because there are still old BDs remained on board (not saying we won't try to win them over for the sake of our community).
GlenL (Ohio)
Posts: 5,491
Posted:
KW, since you waited this long you are probably stuck with the MC until 2012 unless you want to fight it out in court. Yes the contract should conform to what is in your documents but since past Boards have chosen to ignore it, you are stuck until renewal time.

As to the HOA accounts it is not necessarily a bad thing for the MC to pay the monthly bills but they should not have access to all of the HOA funds. The funds can be kept in accounts which only the BOD has access to and the monthly disbursements transferred into the checking account for the MC to pay bills.

Remember that just because it is the MC paying the bills doesn't mean the funds are unsafe anymore than they are safe because the treasurer is paying them. For every news item about MC's stealing HOA funds there was one where a long time and trusted treasurer was stealing them. Every HOA needs to put checks and balances in place to prevent theft.

Studies show that 5 out of 4 people have problems with fractions
SusanW1 (Michigan)
Posts: 5,202
Posted:
Your MC should be aware of the terms as per your declaration regarding this contract.

So they have THEIR requirement, and you have YOURS.

If they are not in conflict with each other, there's no problem.

You both only need to be aware of each others'.

No need to amend anything. Just be sure everyone knows.

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