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NicoleO1 (California)
Posts: 181
Posted:
Our manager recently received an anonymous call from someone who reported they were an owner. They had some pretty skewed facts and data and insisted that certain documents be readily available at out next meeting.
While our board never has taken any anonymous reporting of complaints, our manager had no idea how to proceed with this call

It has been the unwritten practice of our past PM to not take any anonymous calls. Is this something other HOA's have had to face??
TimB4 (Tennessee)
Posts: 21,061
Posted:
Since they were asking for documents, the correct response (in my opinion) would have been to say that the Board will gladly respond to all written requests for documents from owners. Please send your request in writing to . . .

As for anonymous calls regarding alleged allegations of covenant violations, although we do have a requirement that the complaints be in writing, we will take a look at our convenience. The reason for the written complaint is so we can respond back to the individual if a violation actually existed or not and, if not, explain the issue to them (a little educational moment). If we get a lot of anonymous calls about the same address, we will simply respond that, as outlined in our governing documents, all reports of alleged violations must be in writing and signed.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
I agree that any request should be in writing. That said, a wise BOD should at least look at any alleged violations and if serious enough, take it upon themselves to address them.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
Communications are to be discussed at the Board meetings. So the conversations general or not is still brought up. I had a "rule" that if you want something you go to a meeting to request it. If you can not make a meeting, then you put the request in writing and understand it will be read outloud at an OPEN meeting.

I say if this person demanded documents at the meeting, then I would announce to everyone that a call of that nature was received in. The action you are going or not going to take. The board and members are informed of what actions the board will take to address this situation. If that person is in attendance, then they understand your not doing anything behind closed doors. They can't call back and claim the board is "secretive". Nope, your open and honest. Does not mean the person can speak up and interrupt the process. They can see the process of a decision in front of them.

People have criticized me on this process and other information we discussed openly. However, we are required to have OPEN meetings and our process is open for everyone to see. We even take votes so people can see why their idea was voted down or agreed to. I found being open is difficult but worth it in the end. Witch Hunters usually die on the spot...

Former HOA President
JohnB26 (South Carolina)
Posts: 1,001
Posted:
an nonexistent

except in matters of (life) safety
KerryL1 (California)
Posts: 14,550
Posted:
The anon. person needs to be told that documents in CA HOAs are available upon written request as others have suggested. These materials can be sent electronically to the person or by US mail.

As suggested to you several times in the past, Nicole, in CA, visit davis-stirling.com, Main Index and (this time) Inspection of Records (or Records Inspection).

I cannot imagine gathering data because an anon. person demands that it be available at the next meeting. I'd be a little concerned that your PM was so baffled!! Perhaps s/he needs to visit davis-stirling.com

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