💬 Join us to post & get advice from 50,000 HOA & Condo leaders.

Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in

KatherineC2 (Illinois)
Posts: 3
Posted:
I recently (Sept 2013) moved into a 465 unit high rise, with a $3M operating budget. In the short time we had a special assessment levied. In 2014, I ran for the association board as I have 25 years working in Accounting. While I do not have a CPA, I do have budget creation, budget analysis, financial reporting, General Ledger, Accounts Receivable, Accounts Payable, Royalty and Revenue Share reporting. While I did not win the election, I was encourage by 4 of the board members and many other residents to join the Budget Committee.

When the notice was posted, I responded as interested. I was informed I had to provide my QUALFICATIONS. The prior year budget committee was not required to provide any qualifications. (I asked a couple of people who did serve on that committee.)
Now 3 Business Days before the state first meeting, I had to ask if I was on the committee. I was then informed that “Although they were very impressed with your credentials, the Board has decided to go with (2 names deleted for privacy reasons) for the budget committee. I think that there may have been too many on the committee last year and they are keeping it down to two committee members who are not on the Board .Please come to the budget meetings….they will be posted. Thank you.” I must note that the 2 persons who were chosen did not run for the board.
My Questions:
A. Does the Board have a right to limit the number of residents that will serve on a committee?
B. Does the Board have a right to seek qualifications of residents in application to serve on a committee?
BillH10 (Texas)
Posts: 1,217
Posted:
Katherine, welcome.

Unless the Governing Documents of your association state otherwise, the Board may establish, and modify from time to time, the criteria used to select committee members and the number of members on the committee.

I recommend you attend both the Budget Committee and Board meetings.
KatherineC2 (Illinois)
Posts: 3
Posted:
Bill -
Thank you for your quick response. I will check the governing documents if they have any criteria. And, yes, I am planning on attending the budget and board meetings.
JohnB26 (South Carolina)
Posts: 1,001
Posted:
obviously the BOD does not want (for whatever reason) knowledgeable people on the committee

IMO: move now BEFORE the next special assessment due to underfunding of the reserve fund

(caused by the well meaning, but clueless, volunteers)

CAVEAT EMPTOR
DavidW5 (North Carolina)
Posts: 565
Posted:
I can identify with your situation. While the declarant was in control of my former association I volunteered for the finance committee. I was not appointed by the board. For the ensuing 5 years I attended every meeting of the committee (in Va. the law mandates open meetings). By then, due to committee turnover, I knew more about the association's finances than anyone else. Following the election of three new board members I was appointed to the committee. A year later I was made chairman of the committee. A year after that I ran for and was elected to the board and was appointed Treasurer.

Be patient. If you have the skills and the interest, stay involved as an observer of the committee. Eventually your value will be recognized.

Dave
KerryL1 (California)
Posts: 14,550
Posted:
Boards generally have complete control over committees. Boards can form them, disband the, make the final decision about who's committee chair, and discipline chairs and members y svn kicking them off the committee. Board also can choose who serves. They can require qualifications if they wish.

So, you're looking at your governing docs, probably your bylaws. But if like ours, they're fairly silent about committees, so in our HOA we have to turn to Calif. corporations code (most HOAs are incorporated.)

Our own finance Comm. is, unfortunately, not very effective. Someone with a strong background append, but the Board majority (I voted for him) turned him down with the same excuse you were given. In our case, a majority on the Board thought he would "make waves," which I think we needed!

JohnB has a point in that you want to study your reserves and other budgets to see how healthy your HOA is. (At least this time, he didn't write "MOOOOOOVE."

Good for you for wanting to contribute! Get to know lotsa folks, attend board and fine comm. meetings and volunteer in other ways is there are any. Get to know your property mgr., which I assume you have.

Glad to have another high rise poster here. You'll see that there are very few of us.

My year+ in a high rise on N. Lakeshore Dr. is what inspired my spouse & I to retire someday to such a setting. And we did!! Urban, waterfront.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By DavidW5 on 01/15/2015 2:31 PM
I can identify with your situation. While the declarant was in control of my former association I volunteered for the finance committee. I was not appointed by the board. For the ensuing 5 years I attended every meeting of the committee (in Va. the law mandates open meetings). By then, due to committee turnover, I knew more about the association's finances than anyone else. Following the election of three new board members I was appointed to the committee. A year later I was made chairman of the committee. A year after that I ran for and was elected to the board and was appointed Treasurer.

Be patient. If you have the skills and the interest, stay involved as an observer of the committee. Eventually your value will be recognized.

Dave

Sound advice. While you might ordinarily think that a person with specific expertise would be welcome with open arms, that's usually not the case. You will bring change. But with your changes comes risks for those who who do things a certain way because that's the way it's always been done.

Sikubali jukumu. Read all posts at your own risk.
AmandaR2 (South Carolina)
Posts: 566
Posted:
It's possible they might even feel a little threatened by you. Even though it's not justified, my advice to you would be attend the meetings, let them get to know you slowly. Like Dave said if you have the skill and interest eventually you'll be recognized for that. If I were you I'd think positive now, always best not to jump to conclusions about their actions. Be careful how you question things with them watch your tone because they're not familiar with your yet (but I would not hesitate to ask questions). NPS is right you'll bring change. Some people fear change, it's "fear of the unknown" that makes some people afraid of any change. I wish you luck.
JoeS26 (Illinois)
Posts: 34
Posted:
It seems like there is a lot of consensus, however scary, that's the board can construct committees based on a whim. A couple additional questions if a board selects some owners over others:

1) wouldn't this create more than one class of owners,which is restricted by many governing documents, and qualifications were never required in the past?

2) assuming the board created this rule at some point, if t wasn't during an open session- isn't that a problem too?

I know all to well how you must feel Katherine We have our own problem board...
TimB4 (Tennessee)
Posts: 21,062
Posted:
One can always gather support and amend the governing documents to have individuals elected to committees and only allow the Board to fill vacancies between elections.

Until then, typical documents have committee members appointed by the Board and serve at the pleasure of the Board (i.e. the Board appointeth the Board can removeth)
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By TimB4 on 01/15/2015 4:55 PM
One can always gather support and amend the governing documents to have individuals elected to committees and only allow the Board to fill vacancies between elections.

Until then, typical documents have committee members appointed by the Board and serve at the pleasure of the Board (i.e. the Board appointeth the Board can removeth)

Like it or not it is as Tim says.

Despite you credentials, you could not win an election. Do you assume you can back door those elected being on a committee? Like it or not, they were elected, not you.

KerryL1 (California)
Posts: 14,550
Posted:
Katherine, do notice that JohnB & JohnC of SC are not the same person. I They just sound like it in their responses to you. Don't even know what JohnC's reference to "back door" is.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Kerry

Backdoor in this case. Someone who thought great things of themselves but were not elected when they ran. Now, still thinking great things of themselves they want to be on a committee and will argue that the BOD should accept/abide by their (committees) views.

Committees (those not elected) are appointed by the BOD (the ones elected) and will serve at the BOD's will.

KerryL1 (California)
Posts: 14,550
Posted:
Know what, JohnC? Being confident about one's quali's & accomplishments isn't thinking "great things of themselves" in the arrogant way that you're indicating. This is so unlike you! How about welcoming a new poster who wants to serve her community?
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Kerry

Almost a one on one conversation here....

I do agree about accepting a new poster and maybe I was a bit harsh but s/he came out here telling us how great s/he was versus asking the question about being turned down. Like saying, how dare they do this.

JanetB2 (Colorado)
Posts: 4,219
Posted:
Quote:
Posted By JohnC46 on 01/15/2015 8:46 PM
Kerry

Almost a one on one conversation here....

I do agree about accepting a new poster and maybe I was a bit harsh but s/he came out here telling us how great s/he was versus asking the question about being turned down. Like saying, how dare they do this.


You were harsh ... What you may consider bragging others would consider a statement of facts. Wish we had someone with these qualifications and so willing to volunteer their time and efforts in my subdivision!!!
JanetB2 (Colorado)
Posts: 4,219
Posted:
Katherine ... Welcome to Our forum.

With regards to your questions:

1. Yes the Board is generally the entity via most documents who determines committee members. However, you need to consult your governing docs to determine for your HOA.

2. A Board of Directors would want potentially the best candidates for any committee based on qualifications. What I find interesting is you stated your board only appointed two individuals. Generally most committees or boards consist of odd number of members. This is so there potentially is a vote to break any tie vote on the board or committee. Your BOD seriously should have 3 members if enough volunteers are a a available.
TimB4 (Tennessee)
Posts: 21,062
Posted:
JohnC,

My read was that Katherine was simply giving a little background about her qualifications.

I also think that many missed the part that she was encouraged to apply to sit on the committee by 4 Directors. What isn't clear if those Directors were still sitting on the Board or not.

She may want to go back to one of those 4 and ask what happened.
KatherineC2 (Illinois)
Posts: 3
Posted:
I want to thank all for the responses. As a new condo owner, I have learned I have a lot to learn!

to JanetB2 - my apologizes for not clarifying. The Budget Committee will be made of the 5 BOD members and the 2 appointed residents. So, yes, we will have the odd number to break any ties.

KerryL1 (California)
Posts: 14,550
Posted:
(Oops, living on N. Lakeshore Dr. inspired my spouse & ME (not "I") to retire.... etc.)
DouglasK1 (Florida)
Posts: 2,046
Posted:
Katherine,

Keep in mind that unless your governing documents are unusual, the board makes the final decisions. Typically a budget committee would create a suggested budget, possibly with some alternates, and the BOD actually votes on and determines the budget. In some associations the budget then needs to be ratified by the membership (sometimes only if there is an increase above a certain amount). The upshot of this is that you might be able to contribute just as much by attending meetings and being involved as you would as a member of the committee.

Escaped former treasurer and director of a self managed association.

🎯 You've read this entire discussion

Join the conversation with 50,000 HOA & Condo Leaders:

  • ✓ Ask follow-up questions
  • ✓ Share your experience
  • ✓ Get expert advice
  • ✓ Access 350,000 discussions
Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in here