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KrystalA (Iowa)
Posts: 60
Posted:
Means I am evidently not allowed to talk at all to any neighbor at all. A fellow board member called our president to complain that I was having "secret meetings" with homeowners about our property management company.

Now granted I talk to a number of people out here and yes the property management is brought to my attention a lot - but I am pretty sure I have every right to talk to them about their concerns.

This same board memeber thtat was complaining doesn't think we should talk to vendors either to do any kind of follow up and everything should be done by the property management - and sadly we have proven they aren't doing their job...like following up with vendors, geting written contracts and not just verbal.

So if you were in my position wht should i do?
BradD2 (Florida)
Posts: 418
Posted:
Tell her/him that you are a homeowner as well and can do as you please. Also mention that the board represents and serves the homeowners and by getting their feedback you doing just that. Suggest she/he reads her by-laws again to become familiar with the duties and purpose of the board.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
You can talk to whoever you want. It's a free country and you can dig your own holes!
However, as a board member you shouldn't be talking to the property manager or vendors directly. It's the presidents job to do so. Now,your not out of the loop. It's just you as a board member represents the "Whole" of the membership. The president then is the ultimate representative of the HOA/board. The president should be the point of contact.

I would suggest to keep listening to the membership. That's your job and responsibility. However, when it comes to communicating changes or violations to vendor's or PM's, it's best discussed openly in the board meeting and request the President take action.

Your HOA doesn't need to have a dozen points of contacts. You can get a million different results and stories. Just keep requesting and voicing your concerns at the meetings so that the members can be involved and the president is held to take action.

Former HOA President
BobM5 (California)
Posts: 34
Posted:
Don't TALK to homeowners: LISTEN to homeowners. Talking implies an exchange. If you listen and then respond that you have made note of the concerns and will bring them forward at a board meeting, there can be no objections to what you're doing.

All communication with vendors should be via the management company to avoid conflicting expectations and demands. The board should determine the frequency and standards of work to be done, such as gardening and pool services, in a written agreement or contract with the vendor. The management company should then enforce the agreement. Failure to do so should be addressed at board meetings.
PaulM (Pennsylvania)
Posts: 1,347
Posted:
KrystalA: Since you are one member of the Board, all decisions arrived at should be done within the confines of the entire Board, as well as decisions made should be communicated to the membership collectively. Yes, you can certainly speak to your neighbors, it would be wrong of you not to be friendly and approachable. However, there is a distinction between being friendly and speaking about Board business to the community when it is not in a Board meeting or community meeting setting.

As far as the Board member thinking the Board should not do follow-up, obviously the Board should be on top of what the property mgr is doing, or not doing, since you have a contract and they are being paid out of the assessment fee collected from residents. However it is wise to allow the property mgr. 'to do their job' provided the contract states they are to monitor the vendors, etc. Verbal contracts mean nothing; all should be in written form and approved/accepted with signatures.

Jadedone4 (Virginia)
Posts: 495
Posted:
KrystalA, there are two hats worn by board-members; one is that of a owner/resident/member; and the other is that of a board-member, someone who has a fiduciary duty to the community. It is my belief that all board-members should have access to vendors/contractors. Not to "instruct" them on performance, but that access should be maintained in a way to assure quality service to the community. If everything that a vendor/contract did on property was "micro-managed" by managing agent, board, and owner/residents... nothing efficient would get done. Adn the other side of that coin, is that with some vendor/contractors, if you do not demand quality, you will get less than great service. This is not limited to just HOA's, but a social problem in our country - things are not the way there were 10-20-30 etc, years ago.

As a poster noted, you are required to LISTEN to everything, but not always required to TALK, when it comes to community matters. Because of your proximity to information (with vendors/contractors), you should not (ans some would argue cannot) speak badly of a vendor/contractor's service to the community. The concern here is that your personal "opinion" can be amplified to be that of the full board's. Often when confronted by owner/residents who are dissatisfied with a vendor/contractors service in my community, as President, I listen, and then ask what they suggest be done to remedy the situation. Often owner/residents just are not aware or versed enough to understand that the board cannot "fire" a vendor/contractor for service - as the owner/resident may stop going to "ABC" oil change and pick-up "123" oil change company. Also if there are specificed services in the contract, the vendor/contractor may not be required (or paid) to perform what the owner/resident has a complaint concerning.

A difficult situation where no answer is always 100% correct. There are community's which hire vendor/contractors to do everything, so that the community does not have to worry about anything at all. There are those that want to limit expenditures/assessments, so they perform some work themselves. All in all only youi can determine what is appropriate to discuss with your community in that setting. I do not believe that it is appropriate to "limit" a board-member's comments, when the community is not being serviced correctly. While I would limit the venue which such comments are made - they still need to be addressed if the present valid community issues. The question for you is this, are the things which the President, M/C or whoever, which you are being told not to discuss, are they issues which have been, or willing to be discussed at a board meeting? Part of the role of the board is to hear what the community has to say and offer - then base decisions on that community "personality" and align with fiduciary duty of being a board-member.

.. silence is only golden, at the movies..
GloriaM (North Carolina)
Posts: 829
Posted:
Krystal:

The board is supposed to be a united voice. Discussions taking place with regards to board matters should be discussed at board meetings and duly noted in the Minutes.

That is not to say you can't listen to a concerned homeowner. However anything you might say to the homeowner can be misconstrued. Example: Ms. Smith is talking to you about her ARC for a shed and has a talk with you in your driveway. You listen and say I understand, I'll try to help expedite the ARC. She goes ahead and installs the shed and not in accordance to your guidelines. The MC now writes a letter of noncomplaince and this Owner now states, but oh Krystal said I could put up the shed.

If there are 5 board members then it takes all 5 to discuss and vote on issues. Please refer to your D&O insurance and the indemification clause in your governing documents. I believe once you familiarize yourself with these 2 important sections you will understand why.

Again like Jadedone stated, you should always listen, but reserve your opinion.

JaneK (California)
Posts: 175
Posted:
OK, I ran into a similar situation. I could NOT convince the rest of board and MC they were asking for a lawsuit when they sent a very nasty threatening violation letter for an item that had been approved by the board a year before. (don't ask) So I did what I could to resolve the issue. And they went after me for talking to the neighbor! They felt I was not 'working with the group.' I also think they got so upset because I did prove them wrong. Shot the messenger so to speak. I came real close to resigning, I didn't want to be part of the 'united voice' getting sued.
Jane
MicheleD (Kentucky)
Posts: 4,491
Posted:
I don't know if this is going to be a rant, or a ramble, or some bizarre combination of both, but this entire conversation irks me and I don't think I can really put my finger on why.

I think it has something to do with the fact that "board members" and/or "officers" tend to operate under the presumption that they are some sort of government entity, or that they are CEOs deserving of some sort of perk status or have some sort of higher status or elitist position or are of greater privilege somehow than run-of-the-mill homeowners.

They are administrators. Work horses. Volunteers who stepped forward to manage details and/or functions (including management companies), not to "manage" homeowners. They have no more inherent "power" than any other resident member, other than those administrative functions assigned by either the by-laws or cc&rs. They are caretakers, not somehow elite members who operate in secrecy, and, quite frankly, they hold their administrative positions at the pleasure of all the members of the organization.

The operations of the board should be transparent. The management company is not their "boss."

How petty and pathetic is it for another board member to accuse one of having "secret meetings" with residents about anything, much less about the property management company. I don't care how many conversations this board member had with residents or under what circumstances. To characterize interaction with residents as "secret meetings" is ludicrous.

What kind of power struggle move was that?! Seriously "secret meetings"?!

As if this were corporate espionage or Tony Soprano-like power struggles or something.

And quite frankly, I would stand up at the next meeting and say so on the record. I would express my "regret" that other board members feel interaction with residents is on its face somehow nefarious. I would remind them that the resident membership as a whole is an excellent resource for feedback and that one of our goals should be to maintain open lines of communication and nurture a relationship of trust and non-partisanship. It is not a matter of "them" against "us," it is a matter of "them" IS "us."

This whole hair splitting about listening versus talking is a little opaque as well. Should the board member who is talking with (yes, TALKING WITH) residents remember that as a board member she must always ensure that her conversations with residents can be interpreted by the resident as potentially "official" representation? Sure.

She should always make sure that the people with whom she is chatting know that any opinions she states are hers alone and she is not in any position to speak to what other board members, individually or as a whole think or feel about a certain issue? Of course she should. But to imply that she is somehow not allowed to express valid opinions, even if they are opinions that dissent from the board, is also ludicrous.

There are certainly many things that would be inappropriate to discuss in casual conversation with residents, such as which residents consistently pay late, or who owes and who doesn't. Gossiping of any sort would also be inappropriate.

Revealing conversations that she had with other board members in private would also be a no-no. But to imply that there is some giant wall of secrecy between the board and members, well, I find that a bit offensive. And forgive me if I have not articulated well why I feel that way, but I honestly cannot say. It's just a gut reaction.

/end of rant-ramble-mindbarf

GloriaM (North Carolina)
Posts: 829
Posted:
I think it has something to do with the fact that "board members" and/or "officers" tend to operate under the presumption that they are some sort of government entity, or that they are CEOs deserving of some sort of perk status or have some sort of higher status or elitist position or are of greater privilege somehow than run-of-the-mill homeowners.

Michelle:

Perhaps your frustration comes from your statement above, the board is a governing body of a corporation. They have laws, proceedures and governing documents that they have to be guided by. Anytime anyone of them steps outside these laws, it is the board who is liable. That is the reason for the D&O insurance and the indemification clause in CCR's over Board of Directors. Their duties are spelled out in the Bylaws and CCR's as well as General Statutues of the State.
MicheleD (Kentucky)
Posts: 4,491
Posted:
That is not my point. The HOA board is NOT a Government "entity." I am speaking about the Big "G," noun definition (ala Mayor, Alderman, Council member, Senator, etc), and, even though HOAs are technically corporations, I was referring to the somewhat "royalty" status CEOs wrap themselves in. I was not saying they don't "govern" (verb - as in enforcing the CC&Rs).

My point is that in taking on the administrative roles of the board, directors can't make CC&Rs (on their own) and they can't change CC&Rs (on their own), they tend to assume some sort of mantle of power that they don't have in regards to the governing documents, unless specifically granted to them in those documents. (example, they cannot amend restrictions "just because" they vote among themselves to do it. They have to present the amendment to the entire community for a vote, that sort of thing). Too many board members consider their placement (election) to the board some sort of ascension to power that places them above the documents, somehow.

Don't get me wrong, I've been a director on an HOA board, and have held every office on a board, for over 10 years now. I'm very aware of the duties and responsibilities of directors and officers.

I have a fiduciary responsibility to the governing documents, and I have to follow the laws of the land in doing so, including the by-laws of the incorporated Homeowners Association. However, that does NOT give me the power to abuse that role, and quite frankly, many board members do. They seem to feel that by "ascending" to the board, they are somehow "bosses" of the Association. They are not. They are the "workers" of the Association.

As a board member, I have no responsibility to build and maintain a wall of secrecy around the board or its actions.

I have no responsibility to make and change or arbitrarily interpret, either broadly or narrowly, any rule or condition, or covenant or restriction that either favors one member over another, or punishes one member over another, OR that contradicts the intent or purpose of the documents.

I have no responsibility to sit back and allow a management company to dictate to the board or the community ITS version of how the association should be run.

I dunno. It was just a rant, just a ramble, and I feel marginally better having ranted it.

It really doesn't add anything to this conversation, but, meh, frankly, it's too nice out to worry about it.

KrystalA (Iowa)
Posts: 60
Posted:
Thanks for all the feedback. I do listen to them if they ever go into "rant" or "concern" mode and always direct them to fill out thee feedback on our web site because it goes to all members of the board and property management company.

Our president has been too busy to help out much so I did contact a vendor because our Prop manager didn't seem to be doing her job. She couldn't answer questions about the level of service by a vendor, how slow the process was going. She never got a signed contract, did some things verbally, and now we are in a position of he said she said.

Sadly this manager has a history of setting up vendors to fail out here so her buddies can maintain the property at higher rates. She is also very confrontational with them without any cause.

I brought up my concerns at the last meeting and she point blank said she refused to have things in writing beyond the acceptance of a bid, that if she tells someone its as good as written, and also refuses to maintain a call log of when she is talking to vendors and coming to the property. While some may see that as a pain, it comes in handy when the vendor says she never returns calls.

Basically a vendor started what was on the bid/estimate. She then yelled at them because it was to be something differetn, but never got it written down...that is not good management. Me thinks the manager needs to read more of the peoples court.

Thanks for letting me have a place to get feedback on such things.
JM2 (Oregon)
Posts: 439
Posted:
Hi Krystal:

It sounds like your property manager doesn't understand the difference between a bid and a signed contract.

J. Patrick Moore, CMCA
PaulM (Pennsylvania)
Posts: 1,347
Posted:
KrystalA: It sounds like a bigger problem may be the business style of your mgmt. company. I can see why you would want to step in and that is your responsibility if the company is not fulfilling their role.
You state...'She never got a signed contract, did some things verbally, and now we are in a position of he said she said.' Contracts must be in writing and signed by both parties; verbal agreements mean nothing especially where there is concern over the quality of work from a vendor.

Didn't the Board ask the landscaping company for a contract to be drawn up between the assn. and the vendor himself? Check out this forum for landscaping contracts and 'scope of work'.

By the way, does your assn. have a contract with the mgmt. company or is this all verbal as well?
TracyT (Maryland)
Posts: 228
Posted:
MicheleD:

Just about every single word (if not all) in your rant/ramble is my HOA BOD

We have a few new members this year (one is my husband) and I'm hopeful we can get governance and communication where it belongs.
TomK2 (Ohio)
Posts: 39
Posted:
I guess I'm out of step with most of the people that answered your post! In our Association there is no "secrets" between the board and the owners! With two exceptions, owners payment habits and legal problems. Other than that I want owners input and comments. As BOD president, I want them to be aware of what the BOD is doing. I ask question, get opinions, the BOD is not the only ones with good ideas! Always keep in mind that it's the majority rule not just the three BOD members. Every owner has a financial interest in the Association and should be aware of what is going on. As for the MC, only one person should be talking to these people but ALL THE BOD SHOULD BE WATCHING THEM very very close!!

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