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

Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in

TanyaB1 (Utah)
Posts: 3
Posted:
Hello! I'm interested in homeowners being able to submit documents through email or another online method for approval. Right now everything has to be hand delivered and stamped/signed by the architectural chair. It seems our community is way behind the times. ;) Any ideas of how to get this done would be greatly appreciated! What is your community's approval process? Thank you!
GenoS (Florida)
Posts: 4,276
Posted:
I don't think you're behind the times at all. Anything beyond a simple email system, however, is going to be expensive to develop, operate and maintain. It would need to be dead simple or else nobody is going to use it.

We currently do things the way you do. I proposed something a bit more modern, an online web-based system for submitting and tracking items that need to go through an approval process all the way through completion/disposition. My proposal didn't generate much interest. If I developed such a system myself and it turned out to be the greatest thing since sliced bread, what happens when I'm not here anymore? Who is going to maintain it? If it inconveniences anyone then they will resist using it, and there are a myriad of ways to define "inconvenience".

I would say stick to email. Start by obtaining dedicated email addresses for your HOA personnel and hand off the login passwords to new people as they rotate into the various positions, e.g. directors, officers, committees, maintenance employees, etc. Register a domain name for your association (about $10 a year) and find an email provider who can set up accounts using that domain name, such as "maintenance@provo_hoa.org", "president@provo_hoa.org", etc (both of those are hypothetical examples). I wouldn't use gmail, aol, hotmail, or any of the other "free" email providers. Search around and find a good one that has been in business for a while. 5 or 10 email addresses shouldn't cost more than $100 a year or so. Maybe more, maybe less, I haven't checkeded prices in a while. Whatever you do, do NOT use godaddy! Like I said, search around and you'll find plenty of recommendations. Virtually none of them will be for godaddy.
TimB4 (Tennessee)
Posts: 21,059
Posted:
I agree with Geno.

We do utilize e-mail and some requests are sent to the Architectural Committee that way. However, it's an e-mail address that is maintained on the Associations domain.

What you need to be concerned about when implementing technology is the next Architectural Chair or the one after that. For example, we had one Architectural chair that took the time to develop a database, entered all the architectural information for each lot and developed menus to easily update the entries. When she left, nobody knew how to use the database and therefore ignored it. 5 years later, when serving on the Architectural committee, I came across the database. Fortunately I had the program it utilized and was able to recover the information. Our committee then took the time to organize the architectural files with classification folders and establish a policy for maintaining the records.

That individual spent hours developing and entering data only to have it not utilized because of the computer skill level and access to the program (MS Access) of those who served after her.

NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By GenoS on 05/24/2015 11:46 PM
Whatever you do, do NOT use godaddy!

Y don't you like godaddy?

Sikubali jukumu. Read all posts at your own risk.
CfD (Virginia)
Posts: 265
Posted:
I'm curious how if everything is done through email it meets the open meeting requirements of some states. How do you know if your arch committee is treating all homeowners fairly and equally. What if the arch committee approves something not in compliance with your arch guidelines for some homeowners but not others. Where are the meeting minutes or your arch committee if they never meet and simply do everything through email. What if you're driving through your neighborhood and see a giant windmill being constructed on someone's house and when you stop to inquire about it they whip out the approval given to them by the Arch committee?
TimB4 (Tennessee)
Posts: 21,059
Posted:
Cf,

I think you misunderstand or, perhaps, we weren't clear.

The question was using technology for the submission of requests and, perhaps, the notification of the decision.

The discussion and approval/disapproval by the committee would be done in an open meeting.
TanyaB1 (Utah)
Posts: 3
Posted:
Thanks for the info. Yep, I'm only talking about how the requests/approvals are submitted and received. I'd love to setup some sort of database but I would also worry about it not being used in the future. Everything is filed away in boxes right now. So does everyone use the stamp and signature approval process? If so possibly using genius scan or something similar to scan the document and then email it to the homeowner after approval? Is asking the architectural chair to print out a document that's emailed to them for approval too much to ask? Is there a simple way for homeowners to type their name, address and lot number onto a pdf document before emailing it so that when printed all information is on the document? Just thinking out loud. Our neighborhood is quite young so many owners want/expect more to be available online. Any ideas are greatly appreciated.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Townhouse community - Nearly 30 yrs old - Not many requests that haven't been approved or rejected already other than solar and geothermal. Our only complexity is changes that affect shared walls, roofs, or grounds.

PA is not an open meeting state ... but if we were, I think we would be in compliance.

We have 2 designated board members A and B - either one can approve requests.

HO emails request. A or B generally emails approval same day or next day.

If A or B sees anything unusual in the request, he/she calls a board meeting. Depending on HO urgency to get the work done, board meeting can be held in next couple of days.

Since we no longer do approvals at monthly meetings, we no longer have a need for monthly meetings. All meetings other than annual meeting are on an as needed basis.

As far as storage is concerned, we have abandoned paper.

Our email account has a folder set up for every HO. The email request is stored in the HO's folder. The email approval or rejection or request for more information also has the HO request as an email attachment - That too is stored in the HO's folder.

All board members have access to the HOA email records. So we have transparency and simplicity.

Sikubali jukumu. Read all posts at your own risk.
GenoS (Florida)
Posts: 4,276
Posted:
Quote:
Posted By NpS on 05/25/2015 5:58 AM
Y don't you like godaddy?

From my experiences with them over the years (1) they are overpriced, (2) if you search a domain name at their site, find one you like, and don't buy it immediately, godaddy will own it the next day, (3) their online services are slow, (4) their customer support is awful, (5) their proprietary user interface they make you use to manage your accounts is designed to sell you things rather than actually manage anything, (6) if you ever need to make any changes they are incredibly slow to respond.

Ten years ago I used godaddy for a lot of things, domains, email, some light web hosting, SSL security certs.... today I wouldn't touch them with a ten foot pole. If all you're getting from them is email addresses it might not be too bad, but I wouldn't because they are, in my opinion, just that bad all around. YMMV
GenoS (Florida)
Posts: 4,276
Posted:
Quote:
Posted By NpS on 05/25/2015 8:13 AM
Since we no longer do approvals at monthly meetings, we no longer have a need for monthly meetings. All meetings other than annual meeting are on an as needed basis.

As far as storage is concerned, we have abandoned paper.

That sounds like a very efficient way of doing things. I wish we could do something similar. Florida's open meeting requirement makes an arrangement like that problematic. Putting that requirement aside, people here would flip out at the suggestion we have multiple special board meetings every month in lieu of one "regularly scheduled" meeting.

I envy that you have abandoned paper. We've got 3 file cabinets overflowing with stuff that's been collected since Day 1, and we add more to the pile every month. It's approaching hoard status. OK, maybe not quite that bad, but a cleanup is way overdue and nobody seems interested in doing it.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By GenoS on 05/25/2015 1:57 PM
Posted By NpS on 05/25/2015 8:13 AM
Since we no longer do approvals at monthly meetings, we no longer have a need for monthly meetings. All meetings other than annual meeting are on an as needed basis.

As far as storage is concerned, we have abandoned paper.

That sounds like a very efficient way of doing things. I wish we could do something similar. Florida's open meeting requirement makes an arrangement like that problematic. Putting that requirement aside, people here would flip out at the suggestion we have multiple special board meetings every month in lieu of one "regularly scheduled" meeting.

I envy that you have abandoned paper. We've got 3 file cabinets overflowing with stuff that's been collected since Day 1, and we add more to the pile every month. It's approaching hoard status. OK, maybe not quite that bad, but a cleanup is way overdue and nobody seems interested in doing it.


We too have boxes and boxes of paper - my best guess is around 20 of them. We changed management companies 3 times in the last five years. Each company had a different way of storing things - so we know what's there is a real mess.

On the other hand, we have been emailing approvals for 3 years now. We started it one day and 3 years later, we have an on-line record of every approval, rejection, and follow-up. And next year, it will be 4 years of on-line data. Each year that goes by, those boxes of paper become less and less important - We only had to dig through them once in 3 year to look for something.

Re meetings, we can have 2 or 3 in a month - or we can go without a meeting for 3 or 4 months. We get together only when we need to make policy, not when we need to execute policy.

I only see 2 problem that FL's open meeting rules would create for us. 1. Advance notice of meeting date and time. Without a pre-set meeting schedule, we spend a good deal of time checking board member availability. Adding the delay of notice to homeowners could be cumbersome. 2. Attendees. We hold meetings in board member homes. Not sure what we would do if another 6-10 people showed up.


Sikubali jukumu. Read all posts at your own risk.
GenoS (Florida)
Posts: 4,276
Posted:
Yes, the meeting notice requirement can't be gotten around. Having the board just meet on the sidewalk to talk briefly about something would necessitate a 48-hour advance notice. Not conducive to ad-hoc gettogethers no matter how trivial the issue to be discussed. As soon as you need people to commit in advance to attending a meeting, no matter where it's held, it gets more difficult to arrange.
TimB4 (Tennessee)
Posts: 21,059
Posted:
We have minimized our paper by scanning documents into a pdf file, placing them on thumb drives, burning CD's and placing them on the website.

Just as paper can be lost or destroyed, digital files can also be lost or destroyed.

Therefore, make sure you have backups of the backups.

Now, since I've been the main individual digitizing the records, I doubt future boards will continue. However, hopefully they will.
ChristineL1 (South Carolina)
Posts: 9
Posted:
Our management company accepts the forms via email (and any required payments for review of major remodeling via PayPal), ensures that all the paperwork is in order and that the homeowner is up-to-date on dues, and then forwards to the architectural review board for consideration. We use a Google Drive spreadsheet that is limited to only the ARB members and the property manager and his secretary. All five members of our board review the request and mark yes or no (and the date that we do so) on the spreadsheet, along with any comments. If we have a bigger issue we'll send emails back and forth to each other. At our monthly meeting we discuss any outstanding requests. 95% of requests are handled online in this fashion.

TanyaB1 (Utah)
Posts: 3
Posted:
Thank you for all the info. I greatly appreciate it! So for all of you that have started doing approvals through email, do you still print out the approval request (for example: fence, concrete rv parking, home addition, etc...), stamp and sign the document? If so, do you then scan this document and email it back to the homeowner? Or does the email to the owner stating that it's approved suffice? Just want to make sure I have all the details as it's going to take quite a bit of convincing to get this done.
KerryL1 (California)
Posts: 14,550
Posted:
Our Archit. Guidelines and Change Request forms are on our website

We're a condo and all our Change Request forms are submitted online to our Mgr. Asst. who checks to see if they're complete. If they are, she emails them to the members of our CC&R-required Archit. Comm of 3. They email back their approval. If complicated, they consult with one another online. If more complicated, they meet and perhaps visit the condo. In very complicated cases, they kick it to the Board, which only has happened twice in 8 years.

All change requests are for interior work--most common is hard surface flooring. But, at 14 y.o., some owners are moving plumbing and wiring, and any work involving wall penetration past the sheetrock requires AC approval.

Committee meetings in CA are not required to be open and our bylaws have no such requirement either.

All submissions, approvals and final inspections are kept in a hard copy unit file.

NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By TanyaB1 on 05/26/2015 9:43 PM
Thank you for all the info. I greatly appreciate it! So for all of you that have started doing approvals through email, do you still print out the approval request (for example: fence, concrete rv parking, home addition, etc...), stamp and sign the document? If so, do you then scan this document and email it back to the homeowner? Or does the email to the owner stating that it's approved suffice? Just want to make sure I have all the details as it's going to take quite a bit of convincing to get this done.


We do not print out docs or make any notations on the docs themselves. If approved, we send email to HO which states "Your attached ACR for (work) has been approved." The email approval (with attached ACR) is moved to the HO's folder in our email system. If there's ever any question, it's easy to find. (Our email folders are identified by unit number and owner name).

Sikubali jukumu. Read all posts at your own risk.
GenoS (Florida)
Posts: 4,276
Posted:
While we don't do a lot in a digital way, we DO send out copies of the BoD meeting minutes and committee reports via email. What about signatures? Some of the reports and approvals have signatures on them and I am reluctant to send out 100 copies of peoples' personal signatures over the internet. The first month I was secretary my own (scanned) signature went out on the last page of the minutes. After thinking about it, I regretted that action, and now just put a /s/MyName notation at the end. The actual paper originals in the association's official records do, of course, contain signatures. Is redacting signatures on electronic documents (PDF files for the most part) an acceptable practice?
AllisonD (Florida)
Posts: 449
Posted:
Quote:
Posted By GenoS on 05/25/2015 3:36 PM
Yes, the meeting notice requirement can't be gotten around. Having the board just meet on the sidewalk to talk briefly about something would necessitate a 48-hour advance notice. Not conducive to ad-hoc gettogethers no matter how trivial the issue to be discussed. As soon as you need people to commit in advance to attending a meeting, no matter where it's held, it gets more difficult to arrange.

We have monthly meetings on the first Monday of every month to approve any ARB requests and address any other matters. in January I posted a meeting notice with all the dates on the one notice. The residents know about the monthly meetings but no one ever shows up unless we ask someone to come over to answer questions about an ARB request. We always have the option of holding a meeting between the monthly meetings and when we have no business to discuss we cancel the meeting.

So if a resident submits an ARB request that follows all our guidelines and there is no reason anyone would deny it, we sign off on it and ratify it at the next monthly meeting. If there are questions, we do not approve, we wait until the meeting.

With regards to documents, we too were in the hording status. We purchased a scanner, got a Google docs account and scanned in all our documents. They are organized into folders and named appropriately like "ARB 486 Oak St landscaping" or "Rental Agreement 486 Oak St approved". Google docs can be shared with all board members, which is a nice feature. I subscribe to the notion that if a resident wants a copy of documents, they email me and I will send them what they want (except attorney confidential things). We have no employees. The Google docs makes it easy to share information and it is accessible at a moment's notice, even on my IPhone. This system is easy for anyone to use so I am not worried about future boards. Additionally, I created an MSAccess database (actually I modified a contacts database I found on MS Template Gallery) and its in the Google docs also. I put a note field in it, which is useful but I do not use it as often as I should. That being said, any board member can open it and make entries or read what is there.

Also, I created an ARB fill-able form in Adobe (you need the full version), and its posted on our website and can be emailed as well. There is an email submit button on it, so when they are done, they click the submit button and it gets emailed to me. Email is its own time stamp. If it will be longer than the 30 day limit in our docs, I send an email back to the person (using the receipt feature) and tell them we need to meet to discuss it further. I request that they email me back so I know they received the email. Not everyone uses email (most do though) and for them, we use paper.

DjB2 (Pennsylvania)
Posts: 49
Posted:
In 2007, by landslide majority vote of the 31 owners in our 32 Unit townhome development, we amended our Bylaws, as follows:

"Amendment to "CODE OF REGULATIONS, ARTICLE VI, Meetings, Section 6. Board Communications": Board Communications With Residents And Owners: Effective immediately, all Board communications, newsletters, voting forms, votes, announcements, and any other communication that the Board deems necessary; will be sent by and between the Board and the residents and/or owners via e-mail. Regular first class U.S. Mail will be used only for those residents or owners who do not have access to e-mail. Owners, residents and tenants are required to provide a valid and current e-mail address to the Board, and to notify the Board within three days of any changes to their desired e-mail address. The Board and its Officers will not be responsible for any undelivered e-mails, regardless of the reason for their non-delivery."

This system has worked extremely well, ever since, saving us a ton of money versus what was formerly required, namely First Class Registered Mail. In addition to sending emails, we also post copies of those emails on both sides of both of our development's cluster mailboxes. We do have one resident elderly couple with no email, so whenever something is emailed to all owners and residents; a printed copy is hand-delivered to them.

It works for us, and it works extremely well. In addition to this email system, we also built a read-only HOA website, and the info posted on it usually mirrors whatever is being emailed and otherwise distributed.

🎯 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