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NigelB (Texas)
Posts: 254
Posted:

At the annual general meeting it was announced that the board had decided to raise the annual assessment by $25 for the coming year, this was apparently done at the quarterly directors meeting. Since researching the Texas law relating to HOA's I discovered that even though the governing documents of the HOA allow a board to increase assessments by 10% annually without a vote from the membership, Texas law specifically requires that the membership be notified prior to a vote on increasing assessments (The board may not, without prior notice to owners under Subsection (e), consider or vote on: (5) increases in assessments"

In the above assessment increase, I don't believe that the board fully complied with the notification process as they only announce the date and time of the meeting on the management agencies website and not the purpose of the meeting. Further the statute requires that email notifications also be provided to individual members who have provided their email addresses. Being one of those who registered my email address on the site - I never received notice of the meeting as required by the statute.

Another problem as I see it is that the governing documents require that the board appoint someone to fill a vacancy if a member resigns. Earlier this year one of the original three directors resigned yet no-one was appointed to serve out his term. The governing documents specify " the board shall appoint" which to me legally means a direction and not a suggestion. The situation is now moot due to the fact that myself and another were elected to the board with one of the original members being re-elected. But I wonder what the legality of any decision they made during the unfilled vacancy would be.

So we now have a situation wherein an increase that otherwise would have been ok if the statute had been complied with might be considered void should anyone wish to mount a challenge, and along with the fact that the board was operating with a vacancy that should have been filled.

I don't really see a way to fix this other than cancel the increase and if an increase is needed next year then do it properly with appropriate notification to the members in compliance with Tezas law.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Nigel

I am not nor do I play a lawyer.

If the BOD had a quorum (2 of 3, 4 of 5, etc.) then they could still conduct business, BOD vacancy or not.

Yes they shall fill the vacancy but I doubt there was a time limit on when it had to be done.

I say what they did even with a "short" BOD stands.

EmmaH1
Posts: 674
Posted:
Nigel pointed out that Texas has a specific law that requires notification of all members before an increase, Nigel states they did not do that even according to their own procedure that in place. Wouldn't that affect its standing?
EmmaH1
Posts: 674
Posted:
Nigel and possibly others did not receive notice according to statue in there State. Seem like something will have to be done about it. Have your notified your board in writing about this Nigel? and if so what was their response?
EmmaH1
Posts: 674
Posted:
Statute not statue (typo again)
EmmaH1
Posts: 674
Posted:
My advice would be to call this to their attention, so they can be aware of it if they did it unknowingly and correct it. If they did it purposely they need to know members are educated like you and they must follow statues and rules, just like the members are expected to.
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By EmmaH1 on 11/23/2014 12:09 PM
Nigel and possibly others did not receive notice according to statue in there State. Seem like something will have to be done about it. Have your notified your board in writing about this Nigel? and if so what was their response?

This is the amusing thing. At the annual meeting, myself and another member were elected to the board, which now consists of three members. One of the original members was re-elected. So yes, the board is aware of this because I notified the other two members via an email.

The problem as I see it is that the assessment letters go out in December notifying members of what the assessment is for the coming year.

Given that the increase was voted on in violation of the Texas Statute and given that 2/3rds of a new board is now in place - I think that the increase is void, and that any proposed increase needs to be properly noticed to the members and discussed by the new board as to whether or not an increase is actually warranted (Income from dues actually increased this past year with the finishing of the subdivision and an added 17 residences to the rolls). My feeling is that there is not enough time to actually implement an increase if indeed it is needed because the next board meeting is not scheduled until just prior to Christmas.

One of the other problems that I see is that the old board re-authorized annual contracts prior to the annual meeting at which myself and another were elected to replace board members. I am not comfortable with any board that commits a new board to be contractually obligated. The contracts should run from Jan - Dec so that any new board (annual meeting and voting is in November) is the one that is committing the finances to contracts.

I'm not sure what the problem is and why this has happened, although I suspect that the old board did not anticipate that they would not be re-elected, but the Texas Residential Property Owners Protection Act is very clear and is easily accessible on the internet so there's no excuse for not knowing. Furthermore, the management company should certainly have been providing guidance.

I think that what has to happen is that we direct the management company not to send out assessment letters with the increase before we have a chance to discuss it and evaluate it at the December meeting which needs to be properly noticed in compliance with the Statute.
JohnB26 (South Carolina)
Posts: 1,001
Posted:
as per your quoted statute:

if the increase was under 10% then no MEMBER vote would be required

imo; the bod acted properly if increase was under 10%
EmmaH1
Posts: 674
Posted:

Your solution seems reasonable in my opinion. I am sure someone else here, with hands on experience can confirm. I'm not on my BOD as of yet. But may end up there in the future. If and when I hold a position I want to make sure I do everything proper, legal and fair, as it seems you are try to do.
Good for you!
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By JohnB26 on 11/23/2014 2:53 PM
as per your quoted statute:

if the increase was under 10% then no MEMBER vote would be required

imo; the bod acted properly if increase was under 10%

I disagree.

The relevant statute is the Texas Residential Property Owners Protection Act and it states quite clearly that β€œThe board may not, without prior notice to owners under Subsection (e), consider or vote on: (5) increases in assessments;

It is true that no member vote is required under the association governing documents - but Texas law takes precedence and Texas Law requires that the members be given notice and be given an opportunity to attend the meeting at which the increase is to be discussed.

In this case proper notice of the meeting was never given. While notice of meetings (time,place date) are shown on the management company website - that is not good enough for the Texas Statute which requires a general description of matters to be discussed in open and executive session and notice via email to those who have registered their emails with the HOA.
SheliaH (Indiana)
Posts: 6,964
Posted:
Does this law apply to all HOAs regardless of when they were established or to HOAs established after a certain date? If it's the latter and your HOA was established before the law took effect, the previous board may have been correct in increasing assessments without a homeowner vote - provided, of course the math correct. Check them both.

If there is an issue and December is approaching fast, I hope you know you and your board may need to scramble to schedule another meeting, have everyone show up and debate the proposed budget and then approve it - and you'll be competing against the holidays, so attendance may be an issue. If you have to go with this year's budget, you may wind up in a bind if the bills exceed the budget (which does happen). I'm not saying you shouldn't ensure things are done decent and in order (if the last board didn't do that, they deserve to be voted out), but you should also be careful of what you wish for - you may get it.


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
GreggT (Florida)
Posts: 77
Posted:
One important fact no one seems to be discussing, is the increase needed to satisfy the requirements of the new budget? It seems the OP is puffed up over a technicality, the question ought to be....is the increase needed or not?
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By GreggT on 11/23/2014 3:36 PM
One important fact no one seems to be discussing, is the increase needed to satisfy the requirements of the new budget? It seems the OP is puffed up over a technicality, the question ought to be....is the increase needed or not?

It is not a technicality it is a failure to comply with the law relating to HOA's which was enacted by the Texas Legislature and became effective in January of 2012. I'm not "puffed up" about anything. Regardless of whether or not an increase was needed - the board was required by the law to properly announce the meeting. They did not do so - ergo the increase is invalid.

Perhaps there is a need to increase assessments, but in the State of Texas the procedures outlined in the Texas Residential Property Owners Protection Act must be followed.
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By SheliaH on 11/23/2014 3:18 PM
Does this law apply to all HOAs regardless of when they were established or to HOAs established after a certain date? If it's the latter and your HOA was established before the law took effect, the previous board may have been correct in increasing assessments without a homeowner vote - provided, of course the math correct. Check them both.

If there is an issue and December is approaching fast, I hope you know you and your board may need to scramble to schedule another meeting, have everyone show up and debate the proposed budget and then approve it - and you'll be competing against the holidays, so attendance may be an issue. If you have to go with this year's budget, you may wind up in a bind if the bills exceed the budget (which does happen). I'm not saying you shouldn't ensure things are done decent and in order (if the last board didn't do that, they deserve to be voted out), but you should also be careful of what you wish for - you may get it.


The Texas Residential Property Owners Protection Act became effective in January 2012. It's purpose was to remedy abuses by HOA and provide protection for property owners who were subject to HOA's.

The act requires that certain procedures be followed if the purpose of the meeting is to discuss and vote on an assessment increase. It specifically prohibits a board from considering or voting on increases in assessments without prior notice to the membership. Owners have to be duly notified of the meeting and given an opportunity to attend. There is no right to vote on an increase if it is 10 percent or less, but the owners have the right to be at the meeting. In this case the board failed to comply with the law - very simple.
EmmaH1
Posts: 674
Posted:
Nigel it sounds like you know what your talking about, I'm impressed. What action are you going to take now, what will be your next step? Will they listen to you?
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By EmmaH1 on 11/23/2014 6:47 PM
Nigel it sounds like you know what your talking about, I'm impressed. What action are you going to take now, what will be your next step? Will they listen to you?

I'm proposing we rescind the increase and tell the management company not to mail out any assessment letters until we can properly announce the next board meeting for December to discuss the necessity for an increase, then if warranted make the necessary adjustment in the 2015 assessment.
GlenL (Ohio)
Posts: 5,491
Posted:
Oh for pity Pete's sake stop trying to make a mountain out of a molehill. The HOA either needs the increase or it doesn't, as a Board member you have access to the budget. Just because assessments increased, doesn't mean the costs didn't rise proportionally. If it is needed, call a special meeting and properly vote it into existence.

And no I'm not pro-HOA at the expense of all. A few years back our Board voted an increase of assessments but because they didn't notify the homeowners in a timely manor according to our CC&R's, I let all of my fellow homeowners know they didn't have to pay the increase the first month.

Studies show that 5 out of 4 people have problems with fractions
BillH10 (Texas)
Posts: 1,217
Posted:
Nigel

As others have said, I am not an attorney, nor do I practice law.

I've read the Texas Property Code sections 209.0051 (e) and 209.0051 (h) (5). Your interpretation appears to be accurate unless your association is subject to section 209.0051 (a) with respect to being subject to Government Code Section 551.0051.

Now, what do to about it? Here are some thoughts:

1. I recommend you or the Board consult with your management company with respect to how far along they are with implementation of the increase. If they have notification letters printed, especially with postage affixed, or the invoices/statements have been prepared, again especially with postage affixed, they most likely will bill the association a second set of charges if they have to prepare a second set of letters or invoices. (As an aside, as the owner of a management company, this is exactly what I would do. The Board of one of the associations we manage has approved an increase, effective January 1, 2015. The invoices will be mailed on November 30th. With the exception of a few, they are printed, stuffed, stamped, and ready for transport to the post office. If the Board stopped this process now, then subsequently decided to proceed, the administrative and wasted postage costs they would be billed would be $1200-$1500 instead of the normal amount)

2. If stopping the process now is going to result in increased expenses to the association, and especially if an assessment increase is likely to be noticed and approved for the December meeting, I recommend you consider calling a Special Meeting as quickly as possible to notice the members of the increase and hold the meeting. Under section 209.005 (e) (2), you can do this in 72 hours. Other than possible expenses for a meeting room, and possibly some charges from the management company (if they attend your meetings), this special meeting should not cost anything.

3. In any case, as suggested by another poster, I recommend the Board convene a special meeting prior to your scheduled December meeting to consider what to do about this, as quickly as possible. I don't believe you should stop the implementation process without holding a properly noticed meeting of the Board. You can structure this meeting, and the meeting notice, in such a way that, if after discussion the Board determines it wishes to proceed with the increase, notice of that has been given, and the increase can be approved. While you can certainly hold a meeting to decide not to implement the assessment telephonically under 209.0051 (h) I do not recommend you do so as it will limit your options to ratify the previous decision to proceed with the assessment increase.

If your colleagues on the Board do not agree with you, and do not wish to hold a meeting, or stop the increase, you have a dilemma. You may have alternative courses of action available to you; I think I would write a letter to the other two board members outlining your position. Then, I suppose, all three of you should cross your fingers, hope no association member challenges the increase, and do it correctly the next time.

A question I have is, where is your management company in this? They should have been aware of the meeting notice requirement and should have advised the previous board of the points you have raised. Out of curiosity, was the meeting notice posted on the website, and did it contain a draft agenda which included an item regarding an assessment increase? If so, was a general e-mail sent to the association? I know you said you did not receive one but is it possible you did not receive it for some unknown reason. As thorough as you have been in this, I suspect you have already determined that notice was not posted on the website or an e-mail sent.

As for your comments regarding the contracts, Boards routinely commit their successors to contracts. In some cases it may be necessary to do so, to ensure work is performed when required, or to obtain pricing advantages, such as discounts if the contract is for two years and not just one; there may be other similar reasons. If the contracts are troubling you, read them to determine the cancellation/termination process. You may not be as committed as you think you are.

NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By GlenL on 11/23/2014 9:41 PM
Oh for pity Pete's sake stop trying to make a mountain out of a molehill. The HOA either needs the increase or it doesn't, as a Board member you have access to the budget. Just because assessments increased, doesn't mean the costs didn't rise proportionally. If it is needed, call a special meeting and properly vote it into existence.

And no I'm not pro-HOA at the expense of all. A few years back our Board voted an increase of assessments but because they didn't notify the homeowners in a timely manor according to our CC&R's, I let all of my fellow homeowners know they didn't have to pay the increase the first month.

I am intrigued as to why you would think that requiring a board to comply with State law is making a mountain out of a molehill.

NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By BillH10 on 11/24/2014 3:39 AM
Nigel

As others have said, I am not an attorney, nor do I practice law.

I've read the Texas Property Code sections 209.0051 (e) and 209.0051 (h) (5). Your interpretation appears to be accurate unless your association is subject to section 209.0051 (a) with respect to being subject to Government Code Section 551.0051.

Now, what do to about it? Here are some thoughts:

1. I recommend you or the Board consult with your management company with respect to how far along they are with implementation of the increase. If they have notification letters printed, especially with postage affixed, or the invoices/statements have been prepared, again especially with postage affixed, they most likely will bill the association a second set of charges if they have to prepare a second set of letters or invoices. (As an aside, as the owner of a management company, this is exactly what I would do. The Board of one of the associations we manage has approved an increase, effective January 1, 2015. The invoices will be mailed on November 30th. With the exception of a few, they are printed, stuffed, stamped, and ready for transport to the post office. If the Board stopped this process now, then subsequently decided to proceed, the administrative and wasted postage costs they would be billed would be $1200-$1500 instead of the normal amount)

2. If stopping the process now is going to result in increased expenses to the association, and especially if an assessment increase is likely to be noticed and approved for the December meeting, I recommend you consider calling a Special Meeting as quickly as possible to notice the members of the increase and hold the meeting. Under section 209.005 (e) (2), you can do this in 72 hours. Other than possible expenses for a meeting room, and possibly some charges from the management company (if they attend your meetings), this special meeting should not cost anything.

3. In any case, as suggested by another poster, I recommend the Board convene a special meeting prior to your scheduled December meeting to consider what to do about this, as quickly as possible. I don't believe you should stop the implementation process without holding a properly noticed meeting of the Board. You can structure this meeting, and the meeting notice, in such a way that, if after discussion the Board determines it wishes to proceed with the increase, notice of that has been given, and the increase can be approved. While you can certainly hold a meeting to decide not to implement the assessment telephonically under 209.0051 (h) I do not recommend you do so as it will limit your options to ratify the previous decision to proceed with the assessment increase.

If your colleagues on the Board do not agree with you, and do not wish to hold a meeting, or stop the increase, you have a dilemma. You may have alternative courses of action available to you; I think I would write a letter to the other two board members outlining your position. Then, I suppose, all three of you should cross your fingers, hope no association member challenges the increase, and do it correctly the next time.

A question I have is, where is your management company in this? They should have been aware of the meeting notice requirement and should have advised the previous board of the points you have raised. Out of curiosity, was the meeting notice posted on the website, and did it contain a draft agenda which included an item regarding an assessment increase? If so, was a general e-mail sent to the association? I know you said you did not receive one but is it possible you did not receive it for some unknown reason. As thorough as you have been in this, I suspect you have already determined that notice was not posted on the website or an e-mail sent.

As for your comments regarding the contracts, Boards routinely commit their successors to contracts. In some cases it may be necessary to do so, to ensure work is performed when required, or to obtain pricing advantages, such as discounts if the contract is for two years and not just one; there may be other similar reasons. If the contracts are troubling you, read them to determine the cancellation/termination process. You may not be as committed as you think you are.


Thanks for the insight

I've already outlined my position in writing to the other two directors, no response as yet.

As for where the management company is on this issue - From my observations, the management company does all of the heavy lifting. They definitely should have been aware of the changes brought about by the 2012 act. The way the management company (board) handled the noticing requirement in the past was to simply put time, date, location on the website - no indication of what the agenda was, and they included a request for RSVP due to limited space (meetings were held at a board members house). I had previously pointed out to the management company that by using this method of notification they made it very difficult for a homeowner to determine when a board meeting took place. Board meetings are generally quarterly and the notice was posted 72 hours prior to a meeting, I have never seen agenda items included with the notice of meeting. This method of notification required a homeowner to log into the management company website every 72 hours to catch the notice. I presume that this was intentional, because at the annual meeting there was a discussion about security items and the Pres said that he would "invite" one of the association members to the next BOD meeting. I do intend to ensure that any future meetings fully comply with the statute.

This is not a large HOA - it was totally built out this year and consists of 230 residences. The major expense is cutting the grass and landscaping, Capital assets would the playground equipment, benches, picnic tables, irrigation system, Roads, sidewalks, lighting are the responsibility of the City and the power company.
GlenL (Ohio)
Posts: 5,491
Posted:
Quote:
Posted By NigelB on 11/24/2014 7:18 AM
I am intrigued as to why you would think that requiring a board to comply with State law is making a mountain out of a molehill.

Because the fix is rather simple, hold a properly noticed Special Meeting and either vote for the increase or vote against it. You as one Board member do not have the power to stop it, short of suing the HOA. If you feel the Board at the time didn't properly notice the meeting, then fix the problem. As I said earlier, the HOA either needs the increase or it doesn't, if it wasn't done right the first time fix it. Actions speak loader than words.

Studies show that 5 out of 4 people have problems with fractions
KellyM3 (North Carolina)
Posts: 2,239
Posted:
Nigel,

Move forward with your volunteer energy. You can't prove your board didn't follow state law. Besides, they raised dues within the 10% threshold, which shows your previous board did recognize your community by-laws.

If you really want to cut funding for your HOA, make the proposal - get shot down - and get on with your HOA service career or resign your position.

The battle is over. You are now "Them." Welcome to your board.

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