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KP3 (Texas)
Posts: 124
Posted:
How do (did) you run your board? Did you copy the whole board on every single email you sent sent to the management company?
KP3 (Texas)
Posts: 124
Posted:
I did not mean for this to be posted twice..
TimB4 (Tennessee)
Posts: 21,059
Posted:
I simply informed the President that I was willing to serve.

We also have nominations from the floor and have had several willing to serve this way.

If you don't trust the Board or MC (for some reason), then send an email to all.
KP3 (Texas)
Posts: 124
Posted:
Quote:
Posted By TimB4 on 11/04/2016 4:49 PM
I simply informed the President that I was willing to serve.

We also have nominations from the floor and have had several willing to serve this way.

If you don't trust the Board or MC (for some reason), then send an email to all.

I should have said, Presidents, how do (did) you run your board. Not run FOR the board!
RichardP13 (California)
Posts: 3,868
Posted:
Being the president of a self managed community and one that employs a MC carries different responsibilities. I was the president of a gated complex of 317 single family detached homes, with a number of amenities covering over 80+ acres with sub metering for water which we had to bill homeowners monthly. We also had a MC.

Our annual budget was just under $1M and reserves of $1.5M. We had 8 different committees including a Finance Committee which did oversight on the association's finances and created the annual budget.

I was fortunate in that I took a number of classes through CAI and carry two certification from that group. I lobbied hard for that position because well I was more qualified, based not only on education from CAI but from various work experiences. Another individual wanted to be president and we compromised and he would run the meetings every other month.

Meetings were held monthly, executive session held prior to open meeting. Being in California, we are held to different standards and rules than others in the country. We emailed among ourselves, without copying the manager. We discussed items, BUT, never took action until brought forward at a board meeting. I prepared all the agendas after input from the other directors and/or MC. WE had two open forums at our meeting, one at the beginning and one before any item that was being voted on as long as a speaker card was submitted prior. It was never a free for all.

Our Board was transparent. If a homeowner wanted something, if it was within our jurisdiction, it was provided to them promptly.

That was 2011-2012. Today, sadly, all committees have been disbanded, reserves are evaporating, delinquencies are at $300K, the Board has become a dictatorship, they have illegally censured two board members and have filed a lawsuit against a former president. Worse, owners don't, excuse the french, give a sh*t. Election two months ago, 17 people voted.

Bottomline, I enjoyed the experience. I think for a short period of time we did some good.

TimB4 (Tennessee)
Posts: 21,059
Posted:
When I served as President, I ran the Board informally.
I had a more formal agenda then past Presidents, however I tried not to micro manage.
Tasks were assigned by asking who wanted to take this on. I would then tell the individual, if you need help let us know.

I took some time as President to go through all the documents and Statutes to make an Association calendar of things that needed to be completed during the year. This provided me, and future presidents, a guideline of what I needed to accomplish.
I also created a binder for the Office with examples of how to do different jobs.

If desired,I'm willing to share the binder write up.
Email me [email protected]
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By KP3 on 11/04/2016 4:30 PM
How do (did) you run your board? Did you copy the whole board on every single email you sent sent to the management company?

Yes - every member of the board is entitled to all communications between individual board members and our management company. Likewise whenever I act in an official capacity for any reason (communication with vendors, bid solicitations, etc) every board member is cc'd
TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By KP3 on 11/04/2016 4:30 PM
Did you copy the whole board on every single email you sent sent to the management company?

We do not have a management company. However, we did have a bookkeeper.

When I served as Treasurer, I would email everyone when appropriate (reports, etc.) and email the bookkeeper only when it was appropriate (status of accounts, etc.).

Therefore, I think it depends on what the topic is.
KP3 (Texas)
Posts: 124
Posted:
Quote:
Posted By TimB4 on 11/05/2016 6:00 AM
When I served as President, I ran the Board informally.
I had a more formal agenda then past Presidents, however I tried not to micro manage.
Tasks were assigned by asking who wanted to take this on. I would then tell the individual, if you need help let us know.

I took some time as President to go through all the documents and Statutes to make an Association calendar of things that needed to be completed during the year. This provided me, and future presidents, a guideline of what I needed to accomplish.
I also created a binder for the Office with examples of how to do different jobs.

If desired,I'm willing to share the binder write up.
Email me [email protected]

Sent you an email Tim....
KP3 (Texas)
Posts: 124
Posted:
Quote:
Posted By NigelB on 11/05/2016 8:42 AM
Posted By KP3 on 11/04/2016 4:30 PM
How do (did) you run your board? Did you copy the whole board on every single email you sent sent to the management company?


Yes - every member of the board is entitled to all communications between individual board members and our management company. Likewise whenever I act in an official capacity for any reason (communication with vendors, bid solicitations, etc) every board member is cc'd

So, you're saying that if you were reporting that the pool needed toilet paper to the management company, all board members need to be cc'd.. And how would you determine that other board members communications weren't cc'ing on theirs??
KerryL1 (California)
Posts: 14,550
Posted:
In our HOA, all Owners might email our PM about maintenance topics. Whether the Owner is the president, a director or neither, what would be the point of copying all directors if the locker room is out of TP, a light is burned, out, etc?

I also don't understand the subject line, KP.
KP3 (Texas)
Posts: 124
Posted:
Quote:
Posted By KerryL1 on 11/05/2016 5:21 PM
In our HOA, all Owners might email our PM about maintenance topics. Whether the Owner is the president, a director or neither, what would be the point of copying all directors if the locker room is out of TP, a light is burned, out, etc?

I also don't understand the subject line, KP.

Kerry,
Your answer was kind of my point.. Why a board member thinks he/she needs to have every single email that is being sent to the MC regardless of content is beyond me..
TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By KP3 on 11/05/2016 12:21 PM
Posted By TimB4 on 11/05/2016 6:00 AM
If desired,I'm willing to share the binder write up.
Email me [email protected]


Sent you an email Tim....

The info I have is at work.
I'll send it to you Monday night (when I go to work)
MelissaP1 (Alabama)
Posts: 13,836
Posted:
We did not have an "MC" but a bookkeeper. However, they often did handle communications from owners and forwarded it to us. Our HOA was ran very openly. We had monthly meetings of which issues were discussed. There wasn't a whole lot of emailing each other behind closed doors. Even if there was, that subject was most likely brought up in the meeting.

My rule of thumb was if you had an issue or wanted something from the HOA you had 2 options: 1. You attended the meeting in person and make your request/discuss issue. 2. You wrote in your request/issue and we read that out loud at the meeting. It would still be a board decision. Plus the vote would be considered the final decision. The attending owners could hear the issue/request and see us make the decision. Many times we would even take the attending members opinion and factor those into the decision. The board does represent the general membership's majority opinion NOT just their own...

I just found being open and up front as much as possible is the way to go. Emails tend to get people in trouble or leave a bad taste in their mouths. People tend to think sending emails behind closed doors is a bit sneaky even if it isn't. It's a hard line to be a cohesive board who shares information to make an informed decision at meeting time and looking like your sneaky... People want informed decisions but also open ones too.

Former HOA President
JohnC46 (South Carolina)
Posts: 14,265
Posted:
KP

I assume the requesting person feels they are being left out thus want copies of all.

It is just as easy to send a Email to multi recipients as it is to send it to one. Just send everybody everything and be done with it.
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By KP3 on 11/05/2016 12:28 PM
Posted By NigelB on 11/05/2016 8:42 AM
Posted By KP3 on 11/04/2016 4:30 PM
How do (did) you run your board? Did you copy the whole board on every single email you sent sent to the management company?


Yes - every member of the board is entitled to all communications between individual board members and our management company. Likewise whenever I act in an official capacity for any reason (communication with vendors, bid solicitations, etc) every board member is cc'd


So, you're saying that if you were reporting that the pool needed toilet paper to the management company, all board members need to be cc'd.. And how would you determine that other board members communications weren't cc'ing on theirs??

We don't have a pool.

I have no idea how you can ensure that other board members cc their fellow board members, but I don't see any problem whatsoever in cc' ing everything I put out that has a connection with the HOA. It's really a matter of transparency and we extend that to all of our records with the exception of those records that are confidential. We publish monthly accounting etc.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By NigelB on 11/06/2016 7:25 AM

I have no idea how you can ensure that other board members cc their fellow board members,

This is accomplished by you looking at who the email was addressed to and forwarding that email to those who were not on the list.

This will either have the individual start to include everyone
OR
have the individual start to exclude you.
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By TimB4 on 11/06/2016 9:32 AM
Posted By NigelB on 11/06/2016 7:25 AM

I have no idea how you can ensure that other board members cc their fellow board members,


This is accomplished by you looking at who the email was addressed to and forwarding that email to those who were not on the list.

This will either have the individual start to include everyone
OR
have the individual start to exclude you.

I think that perhaps we might be misunderstanding each other.

I was referring strictly to my experience in dealing with the Management Company or handling HOA business via email. I make it a practice to cc my fellow board members on every email that I send having anything to do with HOA matters. If I get a communication from the management company or anyone else about an HOA matter and the rest of the board are not on the distribution listing, I forward it to them.

That's just my practice. If another board member engages in HOA activity via email and does not cc the rest of the board, there's really no way to determine whether that is happening, We do not have a dedicated server we use gmail or other email systems (although my gmail account is styled to the HOA and is only used for HOA business).

ND (PA)
Posts: 792
Posted:
KP3, the Board as a whole needs to decide how communication will be handled and how various responsibilities will be handled by the different Board Members.

Personally I like copying all Board Members on just about all correspondence so everyone is "in the know" and cannot claim that they haven't been informed. However, others operate differently, and emails can very quickly get overwhelming. Someone who doesn't email as often will have a hard time filtering out the important emails from the ones about bathroom TP.

You Board needs to agree on a threshold of importance in regard to stuff that needs to get done. If the Board agrees that everyone should know about TP in the bathrooms, then everyone should know. If you all agree that certain things don't need to be raised to the level of total Board involvement, then emails directly to management on minor things should be ok.

KerryL1 (California)
Posts: 14,550
Posted:
I see ND's point and now think that the board itself should deice in a meeting how it wants emails to be handled. This, imo, should not be the present's unilateral decision.
KerryL1 (California)
Posts: 14,550
Posted:
Sorry, "decide" in a meeting
KP3 (Texas)
Posts: 124
Posted:
While I agree that the board as a whole should all weigh in on this decision, what do you do with board members that have already shown that they cannot be trusted with information IN email communications?
NigelB (Texas)
Posts: 254
Posted:
Quote:
Posted By KP3 on 11/07/2016 1:48 PM
While I agree that the board as a whole should all weigh in on this decision, what do you do with board members that have already shown that they cannot be trusted with information IN email communications?

What is the nature of the email communications that one or more or the board members cannot be trusted with the information contained in the email?
TimB4 (Tennessee)
Posts: 21,059
Posted:
You put nothing in email to Board members that you wouldn't say in public or send to a member.

You minimize the use of email in general (perhaps calling more meetings if needed)

Decisions (except for those of an urgent nature, i.e. tree fell on house/fence) should be made at Board meetings.

Follow these guidelines and you won't have to worry about who shows what email to whom.
SheliaH (Indiana)
Posts: 6,964
Posted:
Quote:
Posted By KP3 on 11/04/2016 4:30 PM
How do (did) you run your board? Did you copy the whole board on every single email you sent sent to the management company?

If it was regarding association business, such as a draft copy of the treasurer's report - which would be presented and discussed during an open board meeting, yes. For tiny things, such as telling the Board president I went to Office Depot to photocopy newsletters for distribution, no. Things regarding my own house, such as having someone look at my roof because I was concerned about leaks, that was between me and the property manager.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius

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