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LesleyC1 (California)
Posts: 10
Posted:
II was appointed President in March 2017. The previous President unseated the previous President by going door to door politicking for her removal and his replacing her. He didn't last long - only 12 months and then I was appointed at the request of a majority of home owners and because I received an overwhelming number of votes. He cannot accept it and continues to run the day to day business as though he was still president sidelining me. He even, on occasion, introduces himself as the President of our HOA. He recently intervened for a HO over a repair issue that the HOA claimed was not their responsibility to carry out. Our CC&R's and Maintenance Matrix clearly stated that the repair was the responsibility of the HO. He would not accept it and suggested that the BOD was exposing the HOA to a lawsuit so we visited our lawyer for confirmation. The lawyer confirmed that the HO was responsible and not the HOA. Still, even when his motion to have the Board accept that the HOA was indeed responsible, failed without a second, he disagreed. It's back on the Agenda again this week. He will not let it go because it appears he cannot bear to 'lose'. He is a bully. He has some (unclear how much) legal training which he lords over the rest of us. He has threatened to sue the HOA in the past. I am told that before he moved into the neighborhood five years ago it was a peaceful, friendly environment and now it is in turmoil - much of the blame lies with him. Out of 40 homes he is on the out's with almost half of them and it doesn't perturb him in the least. Now he is going after me directly. He has called an Executive Session and I am sure he is going to outline any and all of my shortcomings at that closed meeting. I have the support of two other Board members - he has the support of one. It's a difficult situation and I hate seeing board members have to 'take sides'. His ultimate goal to to make me quit (which I will not do) so that he, as Vice, can take over. How do I handle this situation? It's making me very unhappy - I, and the other two Board members, just want to represent the interests of all HO's and run an efficient HOA without a personal agenda.
KevinA2 (California)
Posts: 3
Posted:
Sounds like your PP and my PP would get along fabulously...

What do your CCR's say about removing a BOD? I didn't go that route, but definitely had the information a the ready. I simply had to be uncompromising with regards to them, and now they actually behave (mostly). Retaining your cool, empathizing, and reminding him that you are in charge will be just as wearing on him. That, and convince someone else to run instead to get him off the board since he sounds toxic.

TL;DR: Hang in there, and just keep doing what you do.
RichardP13 (California)
Posts: 3,868
Posted:
From experience, make sure the vast majority of homeowners support you and keep asking for their support. If you always have a 3-2 vote, so be it, just make sure then reasons are communicated to the members that matter.

Worse come to worse, look to censure the individual.
SheliaH (Indiana)
Posts: 6,964
Posted:
Is this guy still on the board? From my read, it appears you have a total of five people on the board, with you and two others working together vs. him and this other person. If that’s correct, simple math would indicate you three would outvote those two. I’m not sure what’s going on with your neighbors – if half of them don’t like him, why didn’t they vote him out?

That may come in time, but until then, you need to act presidential – you cannot let this guy run over you because he will unless and until you put your foot down. Go ahead and have this executive session, but keep it professional, and for heaven’s sake, PRESIDE over the thing, don’t let him dominate.
Remind everyone of what’s transpired over the past few months or year regarding officer positions and emphasize that all board members are expected to respect each other and not undermine board decisions. It’s ok to disagree, but in the end, no one is allowed or expected to be a lone ranger. No one is allowed to represent him/herself as an association board member or officer if that isn’t the case, and everyone gets ONE vote.

If someone’s outvoted, he/she is expected to support the decision and not undermine the board – if the objection is major, write a statement explaining why and it’ll be added to the minutes. Absolutely no name-calling, cursing, threats or otherwise silly behavior is allowed – either act like an adult or go home and think about if you want to continue on the board. The property manager (if you have one) will be instructed not to do anything that hasn’t been sanctioned by the board during a open meeting. If there are issues regarding the association’s responsibility for anything, it will be reviewed by the association attorney for an opinion, and once that opinion has been rendered, that’s the end of the discussion.

Tell everyone, the backbiting and backstabbing stops now – if anyone has an issue with anyone, now is the time to speak up. No threats, cussing or punching anyone in the mouth – you will discuss how to facilitate better working relationships with each other. As for you, you will not step down as president because of this guy – if the rest of them want to vote you out and the association has yet another president, have at it. If they do, you can then write a strongly worded letter to everyone as to what happened. The rest is up to the homeowners – if no one likes this man, they need to go ahead and vote him off the board. Don’t worry about any lawsuit – most of the time, these people yap and yap, but when it comes time to actually get down, then back down.

You don’t have to scream and shout, speak your truth quietly and forcefully – and count to 10 before responding, because he will do everything to push your buttons. Don’t let him – the calmer you, the more irritated he will get and finally give up

PS - please write in paragraphs - some of this was hard to read.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
LesleyC1 (California)
Posts: 10
Posted:
Sorry for the long paragraph. My first post and I lost my first draft so was afraid to hit 'return'.

I am trying to keep this unrest on the down-low because we are coming up to the annual meeting and have two board positions to fill. It's hard enough to get people to volunteer for the board so this type of behavior doesn't do anything to encourage HO's to throw their hat in the ring. However, I am fairly confident that we can get the two positions filled with like-minded individuals who would give us a 4-1 vote on most reasonable matters.

My main concern is that the Property Manager seems to tolerate, if not encourage, this man's behavior toward me as President and I have let him know that I don't appreciate it. However, I am met with, 'you don't have any more authority than any other board member'! Most of this man's complaining regarding me is done to the PM. If necessary, I have no problem (with the agreement of the other board members) beginning the process of hiring a new PM - but I would rather not as it would be very disruptive, but if necessary I have a good candidate in mind.

I have another question. I have looked at the Davis Stirling Act and I can't figure out if a motion and vote can be called for in an Executive Session. If it can then should it be brought up in the open session and voted on again? What about if it is not on the open meeting agenda (this man is a stickler for 'if it's not on the Agenda - you can't discuss it'.

Thanks, I really appreciate the help and advice.

RichardP13 (California)
Posts: 3,868
Posted:
Lesley

Speaking as the owner of a management company, you and one other director (to avoid a quorum of directors) need to have a private meeting with the PM and tell them under no uncertain terms this MUST stop or you will find another company that will follow proper protocol.

At the meetings, the PM needs to back the current president, whether they like it or not. If you can't, then resign.

Whether at an Executive meeting or Open meeting, if the past president is out of line, tell them they are out of order. The president, with input from other board members sets the agenda, NOT the past president. If it ain't ion the agenda, there is NO discussion.

My opinion, your problem can be resolved with a strong PM.
LesleyC1 (California)
Posts: 10
Posted:
The membership would have to do this. We can remove him from VP though and that could happen at our annual meeting in March - I can wait until then. Who knows - I may not even be appointed as President and then I will not matter.
LesleyC1 (California)
Posts: 10
Posted:
Sorry Richard, that other reply was for Keven.

I like your advice and I will pursue that end. I will see how this meeting goes and if I don't get the full support of the PM I will request a meeting as you describe.

BYW, this PP is a windbag - he loves to have the chair. Next question - is it appropriate to limit the time a Board Member can belabor a subject? Usually I will just ask him if he has a motion - if so - to make it. However, it would be nice if we could state up front that we each have so many minutes to state our case but this is California and I know there are many rules to abide by regarding HOA Board Meetings.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By LesleyC1 on 01/22/2018 5:16 PM
Sorry Richard, that other reply was for Keven.

I like your advice and I will pursue that end. I will see how this meeting goes and if I don't get the full support of the PM I will request a meeting as you describe.

BYW, this PP is a windbag - he loves to have the chair. Next question - is it appropriate to limit the time a Board Member can belabor a subject? Usually I will just ask him if he has a motion - if so - to make it. However, it would be nice if we could state up front that we each have so many minutes to state our case but this is California and I know there are many rules to abide by regarding HOA Board Meetings.

As the presiding officer and hopefully with the support of the PM, you should be able to limit the disruption. If it is a non-agenda, stop it in its tracks. A good is supposed to know know to control this behavior.
KerryL1 (California)
Posts: 14,550
Posted:
So, Lesley. You have a lot of topics in your posts. I'll try to get to each one, but may miss something due to your long posts.

1. The Board chooses the officers, not the HOs. This is in your Bylaws unless your HOA isn't typical.

2. Your Board may vote on Ex. Sess. agenda items. But they must be on the agenda two days in advance of ES. You, as president, must summarize these decisions at your next open meeting. There are a couple of matters that your'd discuss in ES, but vote on in an open meeting. See the invaluable website, davis-stirling.com -> Main Menu -> Executive Session for more. It's put together by a CA HOA law firm.

3. The past prez (PP) may not call an executive session meeting (or any meeting) by himself. Again, your bylaws probably state that only the president or two directors may call (schedule) a meeting. If your bylaws are silent on this, check Calif. Corporations Code. The PP must have avaide reason to diuscss you at ES. See davis-stirng. com for the ONLY valid reasons something may be on the ES agenda.

4. I agree with Richard's advice that you & another director talk with the PM in private about his conduct. He must remain neutral. Does he work on your premises? Full-time? part-time? If he continues to favor the PP, you can complain to the PM's Management Company.

5. Because we've had a longwinded director, our Board made a policy that the one whose agenda item it is may speak for up to five minutes on it, but others' replies in discussion & debate are limited to one minute apiece. I actually think 5 minutes is too long. This is up to your board and is unrelated to CA statutes.

6. Following your annual meeting in March you must hold an organization meeting where the new board selects officers. Your bylaws might speak to this, otherwise see davis-stirling.com. We do ours immediately following the tabulation & announcement of the vote tallies. Have you selected your inspectors of election? will your HOA attorney, if you have one, attend the annual meeting?

7. Unless your documents, maybe your bylaws, say otherwise, your board can vote about how items get on your agendas. We, for example, voted that any directors or HOs can submit items for open meeting agendas. They must justify why their topic should be addressed and provide background materials. The president and PM coordinate the agenda.
LesleyC1 (California)
Posts: 10
Posted:
Kerry, thank you for your response to my post. I apologize for the length - I have a lot of questions! In reply:

1. We do the same, immediately after our Annual Meeting.

2. I do use this website but I could not find exactly 'who' can call an ES. We tend to have ES before an open meeting.

3. I have seen where any 'Officer' may call an ES. Our Governing Documents do not address who may call an ES only a Special Meeting (Prez or 2 members).

This ES was called by the PP and one other board member. The Agenda for the ES has only one topic, 'Legal'. The reason given by email was: 'I'd like the executive meeting to check about how our governance is being carried out following our guidelines in our own documents'. Her words. I'm not sure this is sufficient reason to call an ES.

4. Depending on the PM's demeanor in the next meeting I will do so immediately following same. He is the owner of the PM Company.

5. I will not allow the PP to hijack this or any other meeting (without being rude).

6. As #1. Our attorney is not present. We have a company who handles the election process.

7. Our PM builds the agenda, sends a draft to all board members and we put forward any topics we may want included. It's not required to state a reason.

Thanks for the help - especially item 3.

RichardP13 (California)
Posts: 3,868
Posted:
Who can call a meeting, whether open or closed sessions is in Corporation Code §7211
LesleyC1 (California)
Posts: 10
Posted:
The PP and one other Board member called for an ES citing the following reason:

'I'd like the executive meeting to check about how our governance is being carried out following our guidelines in our own documents'. Her words.

Is this is a valid subject for an ES?
KerryL1 (California)
Posts: 14,550
Posted:
I happen to have the below handy, Lesley. I see no legitimate reason why the PP's topic should be in ES. Just because they call it "legal" doesn't meet the definition "to consider litigation" below. Note to others: this in only for Calif.

Second, I don't even understand the topic: '"..check about how our governance is being carried out following our guidelines in our own documents." Clear as mud. What is she or you even calling this item on the agenda. As president, unless your documents give every director the authority to put whatever nonsense they want on a board agenda, you should ask her to restate the topic so that is proper for an agenda. I really would put it in an open meeting, but demand that she provide background materials to the board. Exactly, for example, which "documents" is she referring to?

As a board, perhaps after the annual meeting, you might vote on agenda item submissions. Our MC put together a form that we must use and I like it very much. Keeps submissions clear and justifies them too. Meantime, note some matters must be in ES and others may be in ES.

Since they are meetings and we hold ours before our open meetings too, two directors/officers other than you can call them. I don't know where you saw that one officer other than the prez may call a meeting. Check Richard's citation on this point.

Calif. Civil Code §4935. Executive Session Meetings.

(a) The board may adjourn to, or meet solely in, executive session to consider litigation, matters relating to the formation of contracts with third parties, member discipline, personnel matters, or to meet with a member, upon the member’s request, regarding the member’s payment of assessments, as specified in Section 5665.

(b) The board shall adjourn to, or meet solely in, executive session to discuss member discipline, if requested by the member who is the subject of the discussion. That member shall be entitled to attend the executive session.

(c) The board shall adjourn to, or meet solely in, executive session to discuss a payment plan pursuant to Section 5665.

(d) The board shall adjourn to, or meet solely in, executive session to decide whether to foreclose on a lien pursuant to subdivision (b) of Section 5705.

(e) Any matter discussed in executive session shall be generally noted in the minutes of the immediately following meeting that is open to the entire membership.
LesleyC1 (California)
Posts: 10
Posted:
Kerry, this is where I saw that any officer can call a meeting. It does not address Executive Sessions directly. Our documents only address 'Special Meetings' require two board members. They do not directly address Executive Sessions.

Corporations Code §7211. Board Meetings; Notice; Quorum; Consent to Act Without Meeting.

(a) Unless otherwise provided in the articles or in the bylaws, all of the following apply:
(1) Meetings of the board may be called by the chair of the board or the president or any vice president or the secretary or any two directors.

I do not think the reason given for calling an ES is valid. I think these two directors just want a B---ch Session behind closed doors.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Les

If they want a bytch session, let them have it. What harm would it do?
KerryL1 (California)
Posts: 14,550
Posted:
Since the pp's agenda item does not legally qualify for executive session in CA, he should submit his agenda item for your next open meeting. Also instruct him to provide the "documents" to the rest of the Board so they can follow his points. As president, you especially should abide by the law.

Make sure your friends and supporters attend.

In JohnC's SC, they can have secret meetings whenever they want. Your former PP is giving you enough trouble. I don't think you & the rest of the Board should drop everything just because he wants an illegitimate & special ES.
KellyM3 (North Carolina)
Posts: 2,239
Posted:
Lesley,

This is happening because you're allowing it to happen. I'm sorry.
LesleyC1 (California)
Posts: 10
Posted:
I can't stop him. When I tried he accused me of 'violating his constitutional rights'. That was yesterday.

I have decided to simply ignore him whilst representing our HOs and sticking to the rules and regs of hoa law and ignoring his attempts to discredit me.

I realize sometimes in life we run into this type of person. Slowly, the other members will realize he is what he is. Most already have. It's time for me to move on as there is much work to do.
LesleyC1 (California)
Posts: 10
Posted:
I can't stop him. When I tried he accused me of 'violating his constitutional rights'. That was yesterday.

I have decided to simply ignore him whilst representing our HOs and sticking to the rules and regs of hoa law and ignoring his attempts to discredit me.

I realize sometimes in life we run into this type of person. Slowly, the other members will realize he is what he is. Most already have. It's time for me to move on as there is much work to do.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By LesleyC1 on 01/27/2018 9:05 AM
I can't stop him. When I tried he accused me of 'violating his constitutional rights'. That was yesterday.

I have decided to simply ignore him whilst representing our HOs and sticking to the rules and regs of hoa law and ignoring his attempts to discredit me.

I realize sometimes in life we run into this type of person. Slowly, the other members will realize he is what he is. Most already have. It's time for me to move on as there is much work to do.

Good plan.
KerryL1 (California)
Posts: 14,550
Posted:
How are you ignoring him if you allow him to hold an illegal ES & you attend it?

One thing you & the other two directors can do is not attend it. With only 2 present in a 3 5 person board, he won't have a quorum & he won't be able to conduct any business.

LesleyC1 (California)
Posts: 10
Posted:
He argued that it was not an illegal meeting. Not all of our directors are au fait with HOA law.

The other two directors and I decided to take the high ground and let him have his day. I was satisfied that he did himself, and his reputation, no good; so all was not in vain and he will most likely thing hard before he tackles these subjects again.

Tomorrow is another day and I have drawn my line in the sand. I cannot control his behavior, but I can control how I respond to it and that will be my mantra going forward. Either that or I quit - and that ain't gonna happen!

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