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JimR24 (Texas)
Posts: 399
Posted:
Because of some contentious situations here lately about our rules and enforcement, our board (of which i am treasurer) has decided to set up a work group of homeowners to help us feel the pulse of our community regarding rules and how they are enforced.

I was wondering if any of you have had any experience with this sort of thing. I recognize the board has the authority and responsibility to administer the rules; however, our board appears to be wanting more homeowner input into how things operate.

The first meeting of this group is this coming week and one of our homeowners was encouraged to volunteer (and did volunteer) to provide leadership for this group.

Any comments, advice and such? What do u think?

oljim, in texas

Lovin' life with my honey!
and, President of HOA in Texas
NpS (Pennsylvania)
Posts: 4,216
Posted:
Have set up many groups, but always with a targeted agenda. For example, changing our policy re siding, adopting water conservation measures, tree removals, etc.

Never liked open ended bitch sessions. Interest fades. No one really thinking about where the issue falls into the overall priorities and objectives of the HOA.

Big question: Are you giving the group any authority? Or is it just a feedback mechanism?

If it's just feedback you're looking for, very easy to do online surveys. Done many of those too. Can be very helpful if you ask the right questions.


Sikubali jukumu. Read all posts at your own risk.
JimR24 (Texas)
Posts: 399
Posted:
Quote:
Posted By NpS on 08/30/2015 7:05 AM
Have set up many groups, but always with a targeted agenda. For example, changing our policy re siding, adopting water conservation measures, tree removals, etc.

Never liked open ended bitch sessions. Interest fades. No one really thinking about where the issue falls into the overall priorities and objectives of the HOA.

Big question: Are you giving the group any authority? Or is it just a feedback mechanism?

If it's just feedback you're looking for, very easy to do online surveys. Done many of those too. Can be very helpful if you ask the right questions.


Hi NpS - nope, there are no plans to give this group any authority. That authority rests with board of directors.

It is felt that our homeowners do need to be involved in setting standards (as far as rule and enforcement goes) - and the board appears to be open to listening and feeling the pulse of the community as decisions are made....in terms of both reasonableness and enforcement.

Also, according to a "Reinventing the Rules" document written by the Community Associations Institure, it is considered good practice to periodically review the rules and how they are being enforced. Seems like a fair idea to me....(right now anyway, before the first meeting is held) - ...lol...

As far as online surveys go, we do this periodically and have been pretty successful at getting good feedback from those having internet capability. Getting feedback from those not having internet capability has been a different story.

Thanks for your response!

oljim, in texas

Lovin' life with my honey!
and, President of HOA in Texas
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Jim

My initial blush is the BOD is Chicken Chit and not accepting their responsibility.

My second blush is if you are considering changes then input from owners can help make/sell those changes.

I do agree with NPS that it is best to set specific targets/focus versus let it become a bytching session. Confine it (whatever it is like polls, surveys, chats, meetings, etc.) to one subject at a time and make a decision before moving on to other subjects. I would begin by outlining/explaining the present policy on the subject (you might be surprised at how little many know about it) before opening it up.

JimR24 (Texas)
Posts: 399
Posted:
Quote:
Posted By JohnC46 on 08/30/2015 2:03 PM
Jim

My initial blush is the BOD is Chicken Chit and not accepting their responsibility.

My second blush is if you are considering changes then input from owners can help make/sell those changes.

I do agree with NPS that it is best to set specific targets/focus versus let it become a bytching session. Confine it (whatever it is like polls, surveys, chats, meetings, etc.) to one subject at a time and make a decision before moving on to other subjects. I would begin by outlining/explaining the present policy on the subject (you might be surprised at how little many know about it) before opening it up.


Hi John - so far, the current board i am serving on - does not appear to be shy about accepting responsibility. Time will tell; however, this doesn't appear to be a problem at this time.

The board does; however, appear to be very interested in compliance - and, according to the literature we are reading, ease of compliance comes from three things at least (1) homeowner education (2) homeowner buy-in to the rules, hopefully resulting in a higher level of acceptance and compliance and (3) having a board being steadfast about rules compliance, unless there are very extenuating circumstances.

I don't expect this initial meeting to be a bitch session; however, i could be wrong about this. I will be able to let you know more about how the meeting goes later this week.

And John, i believe you are right-on about learning more about "how little many know about the subject"...lol...

Am looking forward to hearing more about how others feel about this subject.

Thanks for the responses!

oljim, in texas


Lovin' life with my honey!
and, President of HOA in Texas
RogerB (Colorado)
Posts: 5,067
Posted:
Quote:
Posted By JimR24 on 08/30/2015 5:44 AM
Because of some contentious situations here lately about our rules and enforcement, our board (of which i am treasurer) has decided to set up a work group of homeowners to help us feel the pulse of our community regarding rules and how they are enforced.

I was wondering if any of you have had any experience with this sort of thing. I recognize the board has the authority and responsibility to administer the rules; however, our board appears to be wanting more homeowner input into how things operate.

The first meeting of this group is this coming week and one of our homeowners was encouraged to volunteer (and did volunteer) to provide leadership for this group.

Any comments, advice and such? What do u think? oljim, in texas

oljim, I suggest you just keep on loving life and your honey as a first priority Good luck feeling out the pulse of the community. I recommend hiring a competent professional manager to impartially and fairly enforce the governing documents.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Jim,

We have used adhoc committees before for document rewrites (the latest being the architectural guidelines).

We assigned a committee of volunteers (no board members).
We informed the committee that the Board desired the format of the existing guideline, followed by the new/amended guideline, followed by the reasoning for such changes.

The committee initially did a sight inspection of the development to identify the number of violations (as this gave an indication of what guidelines may need to be changed - some violations noted that let to changes was the storage of water hoses, decorative lawn items (garden flags, statutes, etc) and trash can storage).

The committee then drafted proposed changes for the Board (in the format required).
The Board reviewed the changes, made some of their own changes and made a proposed draft.
The proposed draft was then sent to the membership and a meeting was held for feedback.
Based on the feedback, the Board made additional changes.
Where necessary, the Board sought legal opinions on specific rules.
The Board then drafted, adopted and sent the new approved version to the membership.

This process took over a year to complete (about 18 months).

JimR24 (Texas)
Posts: 399
Posted:
Tim - the process your group followed makes lots of sense to me. If the CAI document titled "Reinventing the Rules" is correct, my thinking is that the process you followed made compliance much easier.

I believe a rule adoption process is about as important as the rule itself. I like the idea of stating the reasoning behind the rule and letting all know about this reasoning - when the rule is stated. If someone wants a specific rule, if they can't come up with a reason for a rule, it likely isn't needed.

Tim, i was wondering if you would be willing to share the architectural guidelines your group came up with. If you'd prefer to email, please send to me at [email protected]. The issues of storage of water hoses, decorative lawn items and trash can storage has appeared to hit a nerve within our community - and seeing how this was stated would be very helpful to us.

Thanks!

oljim, in texas

Lovin' life with my honey!
and, President of HOA in Texas
JimR24 (Texas)
Posts: 399
Posted:
Quote:
Posted By RogerB on 08/30/2015 4:55 PM

oljim, I suggest you just keep on loving life and your honey as a first priority Good luck feeling out the pulse of the community. I recommend hiring a competent professional manager to impartially and fairly enforce the governing documents.

Roger, your point is well taken...lol...

oljim, in texas

Lovin' life with my honey!
and, President of HOA in Texas
CyrstalB (Maryland)
Posts: 457
Posted:
Quote:
Posted By RogerB on 08/30/2015 4:55 PM
Posted By JimR24 on 08/30/2015 5:44 AM
Because of some contentious situations here lately about our rules and enforcement, our board (of which i am treasurer) has decided to set up a work group of homeowners to help us feel the pulse of our community regarding rules and how they are enforced.

I was wondering if any of you have had any experience with this sort of thing. I recognize the board has the authority and responsibility to administer the rules; however, our board appears to be wanting more homeowner input into how things operate.

The first meeting of this group is this coming week and one of our homeowners was encouraged to volunteer (and did volunteer) to provide leadership for this group.

Any comments, advice and such? What do u think? oljim, in texas


oljim, I suggest you just keep on loving life and your honey as a first priority Good luck feeling out the pulse of the community. I recommend hiring a competent professional manager to impartially and fairly enforce the governing documents.

This is the best laugh I've had in a long time! Thank you!

JimR24 (Texas)
Posts: 399
Posted:
...lol...love it - sooo funny!

Lovin' life with my honey!
and, President of HOA in Texas
CyrstalB (Maryland)
Posts: 457
Posted:
The agenda is the key to this type of information gathering and whomever is leading the meeting needs to lay out a few "rules" when they start the meeting. Tell them what the expectations are for the meeting and what and how you would like it to go about gathering the information. One example would be to tell them that the meeting is about solutions and not problems and that in order for the board to hear everyone's ideas or thoughts we can't have separate conversations going on while others are talking, it will conclude at 8pm, and in order to do that we need to keep it about the agenda items etc.

Those first few minutes of this meeting are critical and if done properly, it can be a great meeting of homeowners, so the leader has to have some balls to maintain the meeting in a productive way.
CyrstalB (Maryland)
Posts: 457
Posted:
The agenda is the key to this type of information gathering and whomever is leading the meeting needs to lay out a few "rules" when they start the meeting. Tell them what the expectations are for the meeting and what and how you would like it to go about gathering the information. One example would be to tell them that the meeting is about solutions and not problems and that in order for the board to hear everyone's ideas or thoughts we can't have separate conversations going on while others are talking, it will conclude at 8pm, and in order to do that we need to keep it about the agenda items etc.

Those first few minutes of this meeting are critical and if done properly, it can be a great meeting of homeowners, so the leader has to have some balls to maintain the meeting in a productive way.
JimR24 (Texas)
Posts: 399
Posted:
Excellent Cyrstal - great suggestions!

I expect the homeowner volunteer person who is leading the meeting to do well. She is pretty street-savy with this sort of thing and i appreciate her volunteering to do it.

I'll report back here to let ya'll know how the meeting went. Keeping fingers crossed...lol...

oljim, in texas

Lovin' life with my honey!
and, President of HOA in Texas
NigelB (Texas)
Posts: 254
Posted:
We recently revised our ACC Guidelines to make them less onerous (for example some things in the previous guidelines required HOA approval - now if it meets the specifications, no approval is needed)

We have a management company that does a monthly inspection. Previously, the management company would send out letters of violations, some of which if not corrected would wind up with the association attorney and begin accumulating charges to the homeowners account. We assumed control of that process - Now the management company does the monthly and refers any perceived violations to the ACC committee who will review and make a decision as to whether or not to issue a violation letter. Anything referred to the association attorney must now have board approval.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By JimR24 on 08/31/2015 3:28 AM
Tim - the process your group followed makes lots of sense to me. If the CAI document titled "Reinventing the Rules" is correct, my thinking is that the process you followed made compliance much easier.

I've never seen or heard of the CAI document you mentioned.
Therefore, I can't say if the two processes were similar or not.

Quote:
Posted By JimR24 on 08/31/2015 3:28 AM

Tim, i was wondering if you would be willing to share the architectural guidelines your group came up with. If you'd prefer to email, please send to me at [email protected].

I'll dig them up tonight and send them to you.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By TimB4 on 08/31/2015 12:17 PM
Posted By JimR24 on 08/31/2015 3:28 AM
Tim - the process your group followed makes lots of sense to me. If the CAI document titled "Reinventing the Rules" is correct, my thinking is that the process you followed made compliance much easier.


I've never seen or heard of the CAI document you mentioned.
Therefore, I can't say if the two processes were similar or not.

Quote:
Posted By JimR24 on 08/31/2015 3:28 AM

Tim, i was wondering if you would be willing to share the architectural guidelines your group came up with. If you'd prefer to email, please send to me at [email protected].


I'll dig them up tonight and send them to you.

http://www.caionline.org/info/readingroom/Pages/ReinventingRules.aspx
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By NigelB on 08/31/2015 8:41 AM
We recently revised our ACC Guidelines to make them less onerous (for example some things in the previous guidelines required HOA approval - now if it meets the specifications, no approval is needed)

We have a management company that does a monthly inspection. Previously, the management company would send out letters of violations, some of which if not corrected would wind up with the association attorney and begin accumulating charges to the homeowners account. We assumed control of that process - Now the management company does the monthly and refers any perceived violations to the ACC committee who will review and make a decision as to whether or not to issue a violation letter. Anything referred to the association attorney must now have board approval.

Nigel

I would be a bit nervous about if it meets specs there is no need for approval. It becomes a matter of semantics.

I do agree with the ACC reviewing potential violations and approving any action.
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By JohnC46 on 08/31/2015 12:46 PM
Posted By NigelB on 08/31/2015 8:41 AM
We recently revised our ACC Guidelines to make them less onerous (for example some things in the previous guidelines required HOA approval - now if it meets the specifications, no approval is needed)

We have a management company that does a monthly inspection. Previously, the management company would send out letters of violations, some of which if not corrected would wind up with the association attorney and begin accumulating charges to the homeowners account. We assumed control of that process - Now the management company does the monthly and refers any perceived violations to the ACC committee who will review and make a decision as to whether or not to issue a violation letter. Anything referred to the association attorney must now have board approval.


Nigel

I would be a bit nervous about if it meets specs there is no need for approval. It becomes a matter of semantics.

I do agree with the ACC reviewing potential violations and approving any action.

I'll give an example. The ACC Guidelines allow for an up to 48 fountain. To me it makes no sense to have a homeowner files a request that then results in a $25 processing charge from the management company if that request meets the guidelines. We just tried to simplify things. Any future board has the right to amend the guidelines, and of course we could also do it if things became problamatic
PitA
Posts: 1,416
Posted:
if y'all continuously change and update the guidelines they risk becoming 'arbitrary and capricious', in the legal sense
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By PitA on 09/01/2015 3:12 PM
if y'all continuously change and update the guidelines they risk becoming 'arbitrary and capricious', in the legal sense

Arbitrary and capricious would mean that any revised guidelines were enacted unreasonably and without any proper consideration, or were enacted in violation of the law or governing documents.

Our guidelines were enacted based on the views of a committee appointed by the board to review the guidelines that were in effect at the time. The committee was appointed from volunteers in the community who took into careful consideration what they believed to be the needs of the community. The purpose of the revision was to make the guidelines less onerous while still maintaining community standards.

As communities changes it certainly makes sense to review guidelines and governing documents with a view to making them more responsive to the needs of the community. I don't think that there's anything arbitrary or capricious in that.
LauriceM (Virginia)
Posts: 4
Posted:
I think homeowner input is the key to success. Perhaps the board could ask them to target the 3 most controversial issues. This would keep them more focused. It's nice to see that your board is open to this type of homeowner involvement.
JimR24 (Texas)
Posts: 399
Posted:
Quote:
Posted By LauriceM on 09/04/2015 4:38 PM
I think homeowner input is the key to success. Perhaps the board could ask them to target the 3 most controversial issues. This would keep them more focused. It's nice to see that your board is open to this type of homeowner involvement.

Thanks Laurice - good idea. Sounds like something that would be worthwhile to do at the next meeting....and very educational for everybody.

Just so all of you will know, this first meeting of the covenant work group (earlier this week) went great! I was pleased with the understanding of everybody and all seemed to be very earnest in giving their opinions and helping out. The CAI publication titled "Reinventing the Rules" was a tremendous help....and several of our homeowners had already read it in preparaton for this meeting.

Sure am looking forward to our next meeting!

oljim, in texas

Lovin' life with my honey!
and, President of HOA in Texas
SheliaH (Indiana)
Posts: 6,964
Posted:
Homeowner input is a great idea with rules enforcement because people are always squawking about selective enforcement, interpretation of rules and such.

The committee might want to start by taking a poll among the homeowners to find out what they like and don't like. I'd start with asking if they understood how and why these rules exist when they brought their home, have they ever received a violation letter, appealed it, did they think the process was effective, was the letter clear in why it had been sent, and so on. From there, the committee should have some ideas as to what areas seem to be the most problematic (e.g. parking) and go on from there. Have fun!

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JimR24 (Texas)
Posts: 399
Posted:
Quote:
Posted By SheliaH on 09/05/2015 6:53 AM
Homeowner input is a great idea with rules enforcement because people are always squawking about selective enforcement, interpretation of rules and such.

The committee might want to start by taking a poll among the homeowners to find out what they like and don't like. I'd start with asking if they understood how and why these rules exist when they brought their home, have they ever received a violation letter, appealed it, did they think the process was effective, was the letter clear in why it had been sent, and so on. From there, the committee should have some ideas as to what areas seem to be the most problematic (e.g. parking) and go on from there. Have fun!

Excellent Shelia...i agree about homeowner input being appropriate for rules and enforcement. I believe that homeowner buy-in and support is crucial to compliance.

Your idea of "asking homeowners" is close to the decision of the group at our first meeting. Homeowners who attended are now offering comments and such on an existing rule publication to see how this goes.

Gonna be interesting to see how all turns comes out. A report will be given at the next meeting...summarizing the homeowner comments and such.

oljim, in texas


Lovin' life with my honey!
and, President of HOA in Texas
PitA
Posts: 1,416
Posted:
Quote:
Posted By NigelB on 09/01/2015 3:44 PM
Posted By PitA on 09/01/2015 3:12 PM
if y'all continuously change and update the guidelines they risk becoming 'arbitrary and capricious', in the legal sense


Arbitrary and capricious would mean that any revised guidelines were enacted unreasonably and without any proper consideration, or were enacted in violation of the law or governing documents.

Our guidelines were enacted based on the views of a committee appointed by the board to review the guidelines that were in effect at the time. The committee was appointed from volunteers in the community who took into careful consideration what they believed to be the needs of the community. The purpose of the revision was to make the guidelines less onerous while still maintaining community standards.

As communities changes it certainly makes sense to review guidelines and governing documents with a view to making them more responsive to the needs of the community. I don't think that there's anything arbitrary or capricious in that.

You stated:
Any future board has the right to amend the guidelines.....

Said guidelines MUST follow the Covenant or else they become .....................
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By PitA on 09/18/2015 2:54 PM
You stated:
Any future board has the right to amend the guidelines.....

Said guidelines MUST follow the Covenant or else they become .....................

Not sure where you're going with this PitA. How many HOAs don't have solar addressed yet in either their covenants or guidelines? Times change.

Sikubali jukumu. Read all posts at your own risk.
JimR24 (Texas)
Posts: 399
Posted:
So far we've had two meetings of our covenant group and things are going real well so far. The group now has two sub-groups and lots of important information is being discussed. Our next meeting has already been scheduled and everybody appears to be enthusiastic about what can be accomplished by working together on this.

Sure am proud that our homeowners are handling this subject so well. The publication "Reinventing the Rules: A Step-by-Step Guide to Being Reasonable" is helping sooo much! Don't think we could be doing this without this excellent publication.

Thanks for everybody's suggestions and comments about this....will try to remember to keep ya'll up to date on how this is going.

oljim, in texas

Lovin' life with my honey!
and, President of HOA in Texas

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