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ErikaB2 (Florida)
Posts: 36
Posted:
Hi All,

I know that we should learn to choose our battles. Well, we have had tons of issues with our PM. I was told by another board member to be prepared with everything to bring to next meeting. There is so much, do I include everything, or just the stuff that is the most severe and warrants a change of management. If the latter, what types of issues are considered bad enough that you need to change management?

Thanks for all your great feedback.

And just in case anyone is curious, yes our board is unified in this however the manager is very manipulative and have a couple of the board members confused and not knowing what is reality even though they have seen first hand the issues.
SheliaH (Indiana)
Posts: 6,964
Posted:
You may want to begin by reviewing all the information you have (some board members may bring up different issues you hadn't thought about, while others bring up the same things, so you can skip duplicate information). As you review, look for what they have in common. For example, is the manager not returning calls at all? Not providing board members with information on potential contractors (if that's his/her job)? Not monitoring contractors when they work on the property? When did this happen, what type of damage resulted and what did it take to resolve it (pay close attention to the issues that cost the Association more money).

Be sure to have the property management contract handy, as you'll need to compare what it says vs. what's happened. And don't forget to poll the homeowners - they may be very happy with the property manager and maybe it's the BOARD MEMBERS (or one or two) who are trying to micromanage and doing a piss poor job of it, and/or are asking the manager to do things that are inappropriate at best and illegal at worst. If so, you'll figure out soon enough who that is and they need to be told to stop it.

From there, rank the issues in order of priority. Make sure you have your dates, times and details in order because I think the next step would be to go the property manager's supervisor (if you're dealing with a property management company). Tell them your concerns and see what the supervisor's willing to do to resolve the problem, come up with an action plan - and a deadline. Sometimes it may be a matter of changing property managers within the company, but if that doesn't work, you may need to consider hiring another company. This will be time consuming in reviewing various companies, so you may want to have a subcommittee at the ready to begin looking.

Write your processes down so you'll know who did what and when in case things escalate. You'll need to designate one person or maybe the board officers to talk to the property manager so he/she isn't hearing from a dozen people, each with their own opinion on how things are and should be. Good luck!


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By ErikaB2 on 07/29/2013 11:40 AM
Hi All,

I know that we should learn to choose our battles. Well, we have had tons of issues with our PM. I was told by another board member to be prepared with everything to bring to next meeting. There is so much, do I include everything, or just the stuff that is the most severe and warrants a change of management. If the latter, what types of issues are considered bad enough that you need to change management?

Thanks for all your great feedback.

And just in case anyone is curious, yes our board is unified in this however the manager is very manipulative and have a couple of the board members confused and not knowing what is reality even though they have seen first hand the issues.

As this is a contract/employee issue, I assume you will be discussing it in Executive Session. No pressure from anyone not on the BOD.
ErikaB2 (Florida)
Posts: 36
Posted:
Thank you for the feedback.

That is an objective one "how has the PM cost us money". There are a couple of them.

John, Florida Law does not allow the BOD to have a meeting that isn't open and announced to the public membership. The only exception is when it involves an attorney regarding a member.

What is the best way to present and handle this situation? We would like to ask for another PM from the company and then change companies when we have time to research other companies. We want to make sure we at least do our best to find a good one this time.
AllisonD (Florida)
Posts: 449
Posted:
Erika, I like Shiela's idea of writing everything out so you are covering all board member's concerns. I switched companies about 2 years ago. I am on the fence about the new company; they have made some careless mistakes and continue to make the occasional mistake making it necessary to question lots of stuff, but then they offer great suggestions and I know they are on top of other important things. I do not know if there is such a thing as a perfect PM company, but for the person assigned to you, you should have a good relationship and trust them. 2 board members could speak to the general manager without discussing board business in a way that would not violate the rules. You could get your questions answered and then at the formal meeting, present your findings. I agree, you dont want the person there that will most likely be manipulating your board and residents. This board meeting should take place without the PM present.
AllisonD (Florida)
Posts: 449
Posted:
Erika, I like Shiela's idea of writing everything out so you are covering all board member's concerns. I switched companies about 2 years ago. I am on the fence about the new company; they have made some careless mistakes and continue to make the occasional mistake making it necessary to question lots of stuff, but then they offer great suggestions and I know they are on top of other important things. I do not know if there is such a thing as a perfect PM company, but for the person assigned to you, you should have a good relationship and trust them. 2 board members could speak to the general manager without discussing board business in a way that would not violate the rules. You could get your questions answered and then at the formal meeting, present your findings. I agree, you dont want the person there that will most likely be manipulating your board and residents. This board meeting should take place without the PM present.
AllisonD (Florida)
Posts: 449
Posted:
I don't know why that posted twice, but let me just also say that our company costs us extra money all the time but I call them out on it. For example, we had an audit done this year. The PM company mailed a letter to each of our homeowners saying that the financials were done and they were entitled to a free copy. Well, of course, we had a resident order up a copy right away....for free! But then I explained to the resident after I saw the bill for the copies and postage, that although it may have seemed free, we all still had to pay for it. I told him if you want any financials or anything else, ask me and I will email them to you, really for free. Then I called the PM company and told them not to send out any mailings without first asking, and not to offer up free copies to any residents unless they are really free. The next thing I am working on is to get all our bills from our vendors, via email, and pay them online with an association debit card. Every month the PM bill includes envelopes, postage, labels, cost of making copies.... it costs a decent amount of money just to pay a bill through them. This is how they make extra money but I am not willing to spend my resident's money on this stuff when there are reasonable low cost alternatives.
TimB4 (Tennessee)
Posts: 21,061
Posted:
Quote:
Posted By AllisonD on 07/29/2013 2:47 PM

The next thing I am working on is to get all our bills from our vendors, via email, and pay them online with an association debit card.

I would advice against this.
Having a debit card makes it very, very easy to have access to association funds.
For those who are not as strong willed or ethical as yourself, the temptation of using a debit card may be too much.

We write checks for all bills.
Yes it does cost a little more but we feel it provides better checks and balances.
I suppose in time, this will have to change. However, I won't like it when it happens.

AllisonD (Florida)
Posts: 449
Posted:
I thought about this when I first requested a card from the bank, and we thought the card would stay with the treasurer who we all trust and make a policy that 2 board members must be present to pay bills with the card. A new board would have to have a new card issued to them, so for this board who are all trustworthy, I think it would be ok. There is more of an issue with the PM issuing checks with errors. But your suggestion is valid and important and I will bring it up at our next meeting. Thanks!
JonD1
Posts: 2,350
Posted:
Quote:
Posted By ErikaB2 on 07/29/2013 2:21 PM
Thank you for the feedback.

That is an objective one "how has the PM cost us money". There are a couple of them.

John, Florida Law does not allow the BOD to have a meeting that isn't open and announced to the public membership. The only exception is when it involves an attorney regarding a member.

What is the best way to present and handle this situation? We would like to ask for another PM from the company and then change companies when we have time to research other companies. We want to make sure we at least do our best to find a good one this time.

Erika:

I am just wondering how long has the MC been with you?

Are there in fact other PMs they might assign to your property?

Do you or the other Board members have access to ALL records and documents of the association?

Before you bar-b-que the PM at an opening meeting you might want to have in place a plan B. Just in case their performance goes downhill from that point on. Just in case the MC decides not to offer you a new PM.

Once people get the message they are no longer wanted it CAN turn ugly rather quickly.

And there have been cases where the MC begins to be "difficult".

Sometimes bring ing a problem to a head can make it worse and I would hope your Board has both considered and prepared for the worst if that should occur.

Good Luck.
ErikaB2 (Florida)
Posts: 36
Posted:
Thank you everyone for your advice. The situation is still live and going. We have a company full of managers we can chose from. So, there is a plan B. I will come back when it is over and let you all know the outcome.
MikeR15 (Massachusetts)
Posts: 389
Posted:
Erika,

Why not just fire the manager?

We did that in our HOA and hired a profesional book keeper for a fraction of the money, along with an accountant who

prepares the taxes ect.

Easy!

How hard is it to cut the grass and pay the bills?

These managers are nothing but rip offs...sometimes literally if they have their hands on the HOA bank accounts!

TimB4 (Tennessee)
Posts: 21,061
Posted:
Mike,

From what I've seen (even in our own small Association) the talk of hiring a manger comes up when either:

1) the tasks are too complex and require some expertise (I think of condominiums or large associations with lots of amenities)

2) Lack of participation from the membership and those who are willing to do the work are getting burned out (as it's actually more than simply cutting the grass and paying the bills).

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