FL HOA turnover

Started by AllumW • 8 replies • 756 views

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AllumW (Florida)
Posts: 68

Posted:

Hello,

I received communication from the MC that we will be having a turnover meeting within the next 60 days. MC stated that at the meeting we needed to collect proxies in order to turn over. So they want to do a community event to get attendance and proxies.

I'm wondering if anyone has any experience with the chain of events to happen prior, during and after to turnover. Or a timeline of expected events that should occur.

TimB4 (Tennessee)
Posts: 21,059

Posted:

Here is some info:

Best Practices - Transition from the Foundation for Community Association Research (pdf document)

Transistion Plan an HOA's formalized plan for transition.

Developer/Homeowner Transition: A Guide To Success

Developer Transition in a Community Association

Developertransition.com This website is intended to specifically address the issues facing townhome, condominium, and homeowner associations in North Carolina. [still has good general information as well]

Subject: HOA transition from developer control to homeowner control Thread in HOATalk that discusses having a Transition Study done by an engineering firm.

A reserve study should also be completed.
See: Subject: Reserve Studies/Funds 101

If you are in a condominium or have a lot of amenities, the membership may want a transistion study.
There doesn't appear to be a lot of companies doing this. However, based on this
sample transition study report, I suspect that a good engineering firm can provide you with the same info.

From that report:

A transition study documents the physical condition of the common and limited common elements of a community interest development that is in the process of being transferred from developer / declarant to the “Unit Owners’ Association”, typically its board of directors. Its purpose is to make certain that the common elements meet the intent of the available design documents (commonly drawings and specifications) and to document any exceptions to those documents. These exceptions may then become
items for negotiation between the developer and the board of directors and may potentially form conditions upon which the board accepts transfer of the property held in common.

TimB4 (Tennessee)
Posts: 21,059

Posted:

Sorry, I should have checked before posting. That last link about transition studies is bad.

Here is a good link to a different site on the same topic:

http://criterium-association-services.com/transition-study

AllumW (Florida)
Posts: 68

Posted:

Thanks Tim.

I did read thru those documents. I'm just receive push back when I ask about certain aspects.

I'm also wondering if anyone had any experience with the process and if it was as smoothed as laid out in the documents.

TimB4 (Tennessee)
Posts: 21,059

Posted:

who are you getting push back from?

AllumW (Florida)
Posts: 68

Posted:

The MC. They've been our board in the sense of - we rarely have contact with the developers.

BarbaraT1 (Texas)
Posts: 821

Posted:

It's not uncommon to have minimal contact with the developer. They seldom get involved in the day to day matters of the community. Your management company should be falling all over themselves to court homeowners during this time, as it's the homeowner Board that will choose to keep them on or fire them.

If this is the transition meeting and election, you should have also received a candidacy form, or instructions as to how to submit a nomination for the Board election. There's nothing untoward about the gathering of proxies, you will need to make quorum for the election to be valid.

After the election, the new Board members typically meet to elect officers and ideally your manager will provide training and bring you up to speed on the state of the community.

AllumW (Florida)
Posts: 68

Posted:

Thank you Barbara - this helps a lot.

BarbaraT1 (Texas)
Posts: 821

Posted:

What specifically have you received pushback about?

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