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NikiasD
Posts: 22
Posted:
We had our annual election in March of this year. Our then treasurer was not re-elected.
However since that time, he has still been performing all the same duties he was before, even after our new Treasurer was named, stating they needed "training". Our President has reached out to our attorneys about making him an assistant director, I would guess for indemnity. Is this legal in Florida?
RichardP13 (California)
Posts: 3,868
Posted:
According to your Bylaws, a officer does not have to be a Director, so yes it would be legal.
ArtL1 (Florida)
Posts: 140
Posted:
Quote:
Posted By NikiasD on 07/30/2018 5:03 PM
We had our annual election in March of this year. Our then treasurer was not re-elected.
However since that time, he has still been performing all the same duties he was before, even after our new Treasurer was named, stating they needed "training". Our President has reached out to our attorneys about making him an assistant director, I would guess for indemnity. Is this legal in Florida?

It sounds like your old treasurer doesn't want to let go of the position. As for what your board can/can't do, you'd have to consult your bylaws...but I've never heard of an assistant director. The various levels of involvement in HOA governance (at least that I'm aware of) are director, officer, committee chair, committee member, general membership.

Officers might be directors, and your bylaws might require certain officers (like the president and vice president) to be directors. The directors are the people who make all final decisions (i.e. spending money, going to court, etc.). Your bylaws likely specify that your HOA will have a certain number, or possibly a certain number range of directors. I doubt it mentions assistant directors.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By ArtL1 on 07/30/2018 5:29 PM
Posted By NikiasD on 07/30/2018 5:03 PM
We had our annual election in March of this year. Our then treasurer was not re-elected.
However since that time, he has still been performing all the same duties he was before, even after our new Treasurer was named, stating they needed "training". Our President has reached out to our attorneys about making him an assistant director, I would guess for indemnity. Is this legal in Florida?


It sounds like your old treasurer doesn't want to let go of the position. As for what your board can/can't do, you'd have to consult your bylaws...but I've never heard of an assistant director. The various levels of involvement in HOA governance (at least that I'm aware of) are director, officer, committee chair, committee member, general membership.

Officers might be directors, and your bylaws might require certain officers (like the president and vice president) to be directors. The directors are the people who make all final decisions (i.e. spending money, going to court, etc.). Your bylaws likely specify that your HOA will have a certain number, or possibly a certain number range of directors. I doubt it mentions assistant directors.

This is from their Bylaws:

5.1 Executive Officers. The executive officers of the Association shall be the
President, one or more Vice Presidents, a Secretary, a Treasurer, and such assistant officers as
may be desired, all of whom shall be elected annually by the Board of Directors, and who may
be peremptorily removed by a majority vote of the Directors at any meeting. Any penon may
hold two or more offices except that the President shall not also be the Secretary. The Board
may elect such other officers as the affairs of the Association require, whom shalJ hold office and
have such authority as the Board shall determine.
NikiasD
Posts: 22
Posted:
I'm not sure those are current by laws if they came from the website. Many changes have been made and not published.
But with that, assistant directors, wouldn't that mean that they also would need to be elected for that position?
NikiasD
Posts: 22
Posted:
The main issue we have is our president loves to spend money without getting approval or input from anyone else on the board, much less the community. He does and spends what he wants, when he wants. He literally bullies the rest of the board. If anyone speaks out against him, there is retaliation.
When we try to question this in meetings, we are told to sit down and shut up, or you don't know what you're talking about.
If we do get an answer, its some BS he pulled straight from his bunghulio.
The community is ready to proceed with a recall, but I'm not sure that's the best approach
RichardP13 (California)
Posts: 3,868
Posted:
Not sure if they are current, but it is what's up on the website and the only thing we could give an opinion on.

Based on what the website says, officers are elected by the Board, not the owners.

Bottomline, it is going to be what your Bylaws state, not Florida statues, in this case.
DouglasK1 (Florida)
Posts: 2,046
Posted:
The treasurer has the duties and responsibilities as defined by your governing docs. This often includes the responsibility to oversee the finances, but not the requirement that the treasurer personally handle the accounting for the association. Many associations hire an MC, accountant, or bookkeeper to handle the actual work of collecting dues, paying bills, etc. If the former treasurer is willing to do these tasks, then the current treasurer and/or board can allow them to do so. The current treasurer is still responsible for making sure the work is done.

Escaped former treasurer and director of a self managed association.
KerryL1 (California)
Posts: 14,550
Posted:
"...such assistant officers as may be desired, all of whom shall be elected annually by the Board of Directors..." There is NO mention of an "Assistant Director." If the other directors kpwotw to the prez, then they will elect this person as, at best, an asst. officer.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By KerryL1 on 07/30/2018 9:23 PM
"...such assistant officers as may be desired, all of whom shall be elected annually by the Board of Directors..." There is NO mention of an "Assistant Director." If the other directors kpwotw to the prez, then they will elect this person as, at best, an asst. officer.

Your point? This came from the Officer section of their Bylaws. As you know, many people don't know the difference between an officer and a director.
GeorgeS21 (Florida)
Posts: 3,808
Posted:
Summary?

- director who is Treasurer is not reelected as director by the Membership
- new Treasurer is elected by the Board
- old Treasurer who is not a director won’t turn over books or actions
- President of the Board looking for some way to keep old Treasurer and precious director as Treasurer
- President of the Board makes up a new position, Asst Director, that is clearly not, well, not anything
- President tries the concept of Asst Officer which might be legal?

Cmon, the new Board needs to do the homework and take this thing apart, piece by piece.

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

What part of "assistant officer" in their Bylaws don't you understand?

The President desired an "assistant officer" and the majority of the Board agreed. WHAT don't you get.

Listen, I manage an association, where, per their governing docs, none of the Directors have to be owners and the President doesn't have to be a director.
NikiasD
Posts: 22
Posted:
RichardP,

The rest of the board hardly knew anything about it, much less majority approval
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By NikiasD on 07/31/2018 8:35 AM
RichardP,

The rest of the board hardly knew anything about it, much less majority approval

Then someone needs to stand up and call BS. I sure can't do it for them.
NikiasD
Posts: 22
Posted:
Absolutely agreed. However, the rest of the board lacks the ability/desire to do that. it's obvious to all of us they are being bullied and allow themselves to be, Hence why we are considering the drastic measure of a recall.
RichardP13 (California)
Posts: 3,868
Posted:
They wouldn't be alone.
GeorgeS21 (Florida)
Posts: 3,808
Posted:
Richard,

Now you are getting nasty in tone - keep it civil.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By GeorgeS21 on 07/31/2018 12:38 PM
Richard,

Now you are getting nasty in tone - keep it civil.

And just who in the hell are you to speak to me like that?
GeorgeS21 (Florida)
Posts: 3,808
Posted:
See? If your response is something like this, you aren't being civil.
RichardP13 (California)
Posts: 3,868
Posted:
Ya, whatever!
KerryL1 (California)
Posts: 14,550
Posted:
Nikias, are you on the board? Are you saying the board won't vote the prez out of the office of president? He'd still be on the board, though.

Who do you want to recall?? The entire board?

Who's paying for this attorney's advice on whether the Board or president can appoint an "Asst. director?" It's money badly spent as the Owners elect directors, not the Board. sometime the Board appoints someone to fe ill a director vacancy on the board. But that's not your case.

You have bylaws that spell out the treasurer's duties. Th current treasurer should bring this up to the Board.

Join the group, George; Richard seems to have certain posters whom he likes to belittle. I've been his 2nd favorite target over time. He even went to the creepy trouble of trying to guess where my HOA is and its name. The thing is, whenever he resorts to this behavior, he fails to address the OP and hijacks the thread. Ego issues, I'd say.
NikiasD
Posts: 22
Posted:
Correct,they are scared to cast a nay vote in the smallest of circumstances for fear of retaliation, much less stand up to him enough to vote him out. I'm only 1 vote
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By KerryL1 on 07/31/2018 1:58 PM
Join the group, George; Richard seems to have certain posters whom he likes to belittle. I've been his 2nd favorite target over time. He even went to the creepy trouble of trying to guess where my HOA is and its name. The thing is, whenever he resorts to this behavior, he fails to address the OP and hijacks the thread. Ego issues, I'd say.

What are you saying? Unlike you, I actually did research their documents and quoted from what is currently on their website. I have no idea if the information, but based on the rest of their website, it seems to be current.
You are asking question she has already addressed.

So yes, I did address the OP DIRECTLY with THEIR documents.
NikiasD
Posts: 22
Posted:
Im starting to think the entire HOA community is a little nuts. You guys are starting to act just like our board meetings
NikiasD
Posts: 22
Posted:
Kerry,
Sorry I didn't answer all your questions. That is correct, there are not enough people on the board willing to stand up against him.
An entire board recall seems logical at this point because the way I see it, we have 9 members on the board. The President, who is a bully, and 7 others who refuse to stand up to him, therefore enabling his continued activity.
As for Attorney advice, that would be the homeowners. Our President seems to have 3 attorneys on speed dial.
The current Treasurer is one of the scared ones, would never rock the boat. She is basically just window dressing, while the old treasurer continues doing everything he has always done.
RichardP13 (California)
Posts: 3,868
Posted:
Nikias

Only you would know your association and whether or not, do you have the support to recall everyone, and two, do you have the people to actually step and replace them.

Based on your documents, it's unclear what the number would be to recall directors. At first glance, I would say 57 need to sign a petition and a majority or 285 would have to vote to recall. Your quorum for an annual meeting is 171 and the people who get a majority of votes and the number of seat available win.I have been involved in a number of recalls and all have failed for a variety of reasons.

I read the newsletter in which the old treasurer wrote in their "ex-Treasurer's report" they were helping out the new Treasurer to ensure a smooth transition. Is that nefarious, not in my opinion. But, can you sell that to the membership, only you know.

In a previous post, you asked for help in your budget. Would I have a few things different, yes. But, in my opinion it was above board and from what I saw your reserves are seriously depleted and need of a quick infusion. Where your community is different your have 569 homes, so much easier to spread the pain over that many homes. Try having to raise $1M with only 18 condos and having it done in a year.

What others might say is you need to gather support for a number of people, not just people willing to be Board members. But, remember, all the good you may does not get rewards, sometimes it bites you hard in the ass, as some here can attest.

Good luck to you.
NikiasD
Posts: 22
Posted:
Thank you Richard. We have trouble obtaining a quorum for a regular annual meeting, I have serious doubts we could obtain one on a recall, unless proxies could be used?
The biggest gripe most people have with the money aspect is that we just sold a parcel of land to a developer and received
1.5M from that. The way they handled and explained taxes on it, and immediately spent it all, plus over $200,000 in reserves remodeling our clubhouse and pool is not what the community wanted. Then they raise assessments. It's a hard pill for most people to understand when your association receives that much money, spends it, and has to ask for more in a higher assessment.
JenniferG11 (Texas)
Posts: 667
Posted:
Quote:
Posted By RichardP13 on 07/30/2018 6:26 PM
Not sure if they are current, but it is what's up on the website and the only thing we could give an opinion on.

Based on what the website says, officers are elected by the Board, not the owners.

Bottomline, it is going to be what your Bylaws state, not Florida statues, in this case.

Yes but directors are elected by the members and this person is no longer a director, so how can he be an officer?

JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JenniferG11 on 07/31/2018 5:57 PM
Posted By RichardP13 on 07/30/2018 6:26 PM
Not sure if they are current, but it is what's up on the website and the only thing we could give an opinion on.

Based on what the website says, officers are elected by the Board, not the owners.

Bottomline, it is going to be what your Bylaws state, not Florida statues, in this case.


Yes but directors are elected by the members and this person is no longer a director, so how can he be an officer?


Some Bylaws allow for non-owners/non directors to be Officers.
JenniferG11 (Texas)
Posts: 667
Posted:
Quote:
Posted By NikiasD on 07/30/2018 5:03 PM
We had our annual election in March of this year. Our then treasurer was not re-elected.
However since that time, he has still been performing all the same duties he was before, even after our new Treasurer was named, stating they needed "training". Our President has reached out to our attorneys about making him an assistant director, I would guess for indemnity. Is this legal in Florida?

OK, so one POV is that he is doing an end-run around the membership having voted this director away, making this person an 'assistant director'.

And I am not 100% sure you can stop that. Perhaps it won't be 'legal' to make him an 'assistant director', but committees are allowed, correct? So whatever they name the person, in the end, won't they be able to keep making use of their participation one way or another?
NikiasD
Posts: 22
Posted:
Jennifer,

Yes, pretty much in the end that's exactly what will happen. Starting to believe there is not a whole lot we can do about it other than vote him out when the time comes
JenniferG11 (Texas)
Posts: 667
Posted:
Quote:
Posted By NikiasD on 07/31/2018 6:14 PM
Jennifer,

Yes, pretty much in the end that's exactly what will happen. Starting to believe there is not a whole lot we can do about it other than vote him out when the time comes

Him in this case being the President?
NikiasD
Posts: 22
Posted:
Yes. I would love to have enough support on the board to just elect another President, but that will never happen. Looks like it will be up to the community when his term is up
ArtL1 (Florida)
Posts: 140
Posted:
Quote:
Posted By RichardP13 on 07/30/2018 6:04 PM
Posted By ArtL1 on 07/30/2018 5:29 PM
Posted By NikiasD on 07/30/2018 5:03 PM
We had our annual election in March of this year. Our then treasurer was not re-elected.
However since that time, he has still been performing all the same duties he was before, even after our new Treasurer was named, stating they needed "training". Our President has reached out to our attorneys about making him an assistant director, I would guess for indemnity. Is this legal in Florida?


It sounds like your old treasurer doesn't want to let go of the position. As for what your board can/can't do, you'd have to consult your bylaws...but I've never heard of an assistant director. The various levels of involvement in HOA governance (at least that I'm aware of) are director, officer, committee chair, committee member, general membership.

Officers might be directors, and your bylaws might require certain officers (like the president and vice president) to be directors. The directors are the people who make all final decisions (i.e. spending money, going to court, etc.). Your bylaws likely specify that your HOA will have a certain number, or possibly a certain number range of directors. I doubt it mentions assistant directors.


This is from their Bylaws:

5.1 Executive Officers. The executive officers of the Association shall be the
President, one or more Vice Presidents, a Secretary, a Treasurer, and such assistant officers as
may be desired, all of whom shall be elected annually by the Board of Directors, and who may
be peremptorily removed by a majority vote of the Directors at any meeting. Any penon may
hold two or more offices except that the President shall not also be the Secretary. The Board
may elect such other officers as the affairs of the Association require, whom shalJ hold office and
have such authority as the Board shall determine.

First, was there another thread where NikiasD mentioned what HOA this is about? I'm curious how you were able to find their byalws.

Second, "assistant officers" are not [assistant] directors.
ArtL1 (Florida)
Posts: 140
Posted:
Quote:
Posted By JenniferG11 on 07/31/2018 5:57 PM
Posted By RichardP13 on 07/30/2018 6:26 PM
Not sure if they are current, but it is what's up on the website and the only thing we could give an opinion on.

Based on what the website says, officers are elected by the Board, not the owners.

Bottomline, it is going to be what your Bylaws state, not Florida statues, in this case.


Yes but directors are elected by the members and this person is no longer a director, so how can he be an officer?


Most officers don't likely need to be directors (and there are good reasons, at least under Florida's FS720, to have officers who are not directors if they don't have to be).
RichardP13 (California)
Posts: 3,868
Posted:
I have resources to pretty find anything.

But yes there was another thread.
JenniferG11 (Texas)
Posts: 667
Posted:
Quote:
Posted By NikiasD on 07/31/2018 5:48 PM
Thank you Richard. We have trouble obtaining a quorum for a regular annual meeting, I have serious doubts we could obtain one on a recall, unless proxies could be used?
The biggest gripe most people have with the money aspect is that we just sold a parcel of land to a developer and received
1.5M from that. The way they handled and explained taxes on it, and immediately spent it all, plus over $200,000 in reserves remodeling our clubhouse and pool is not what the community wanted. Then they raise assessments. It's a hard pill for most people to understand when your association receives that much money, spends it, and has to ask for more in a higher assessment.

Did they spend more than they are allowed w/o member approval, or is the issue that you would simply prefer a board that is more conservative with money?

NikiasD
Posts: 22
Posted:
Unfortunately, the issue recently brought to light is that our bylaws contain no spending limits. Common sense would tell me that before spending $800,000 to remodel a clubhouse and 2 pools you would get board and community approval.
JenniferG11 (Texas)
Posts: 667
Posted:
Quote:
Posted By NikiasD on 07/31/2018 7:08 PM
Unfortunately, the issue recently brought to light is that our bylaws contain no spending limits. Common sense would tell me that before spending $800,000 to remodel a clubhouse and 2 pools you would get board and community approval.

OK, well for us if it is a repair, they would not need approval. And if it were in such a state of disrepair that it had to be completely re-done, they would not need approval. But I think the gist is that in your community, they wouldn't even need approval to make huge improvements, and you do seek a BOD that is more conservative. Or perhaps a by-law change that would require approval as a longer lasting measure.
NikiasD
Posts: 22
Posted:
Thank you, that makes sense. It wasn't in the state of disrepair you describe, but he said it was to circumvent approval.
We had licensed GC's look at it when they first started talk of this remodel and gave us reports that it wasn't in that state.
Yes, I am lobbying for a bylaw change for anything over $5000 be approved by the board and anything over $25,000 be approved by the community. Does that sound reasonable?

JenniferG11 (Texas)
Posts: 667
Posted:
Quote:
Posted By NikiasD on 07/31/2018 7:50 PM
It wasn't in the state of disrepair you describe, but he said it was to circumvent approval.


Sorry. Confused on this part. I thought no member approval was needed.
NikiasD
Posts: 22
Posted:
Just what he told me...Welcome to my world..He says misleading and confusing things all the time.
JenniferG11 (Texas)
Posts: 667
Posted:
Quote:
Posted By NikiasD on 07/31/2018 7:50 PM

Yes, I am lobbying for a bylaw change for anything over $5000 be approved by the board and anything over $25,000 be approved by the community. Does that sound reasonable?


I would say a lot less for BOARD approval. Pretty sure ours can't spend near that much w/o a majority agreeing, I'd need to double check that. I have no clue for member approval not knowing the particulars of your association.

I know this: It's a delicate balance, because you don't want a board's hands tied by apathetic owners that might never approve anything.

RichardP13 (California)
Posts: 3,868
Posted:
The 2nd page of the budget you posted yesterday or today has all the reserve components. If you are within the limit Board approval is not needed excess for who gets the bid. If you have to replace the spa heater or filter, the pool guy gets that. As with a regular budget, Board is not required, IF within the numbers of the budget. The Board approves the original budget.

Let's say you were going to double the size of the clubhouse, that would require membership approve as a capital improvement because the specs in your reserve study would only account for the smaller, original clubhouse.

This is something the MC would/should know, but as some say, the MC works for the Board.

The association had to paid $460K in taxes for the land sale, up from the original $400K.

Not much I could add without seeing an income expense statement for both the operating and reserve account and how the land sale monies were allocated.
JenniferG11 (Texas)
Posts: 667
Posted:
I thought the MC always works for the board. ?
RichardP13 (California)
Posts: 3,868
Posted:
The MC actually works for the Association, with the Board its governing body. What if the Board is doing things completely wrong?

I have walked away from a few HOA's where they completely disregard laws in our state.
NikiasD
Posts: 22
Posted:
Is there a way to contact you outside of this fourum?

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