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BillB17 (South Carolina)
Posts: 92
Posted:
I recently was appointed to our Association BOD. I volunteered to serve because I saw the Board moving in a direction of less and less transparency, far less than previous Boards provided to the Membership.

I began to research an action the board took about a year ago,significantly limiting information that would go to the community. The motion they made to take the action included the phrase "in accordance with attorney recommendations". I requested the attorney opinion from the management company and from the two members of the board who who were on the board then and are still serving today.

No one can find any record of such an opinion being requested and no one can find a copy of the opinion itself. I began digging deeper and requested a copy of our attorney's billing log and invoices. None were found that addressed the subject I was inquiring about.

Just a little while ago, I got a copy of an email to the management company from our board President instructing them not to respond to any communications from me until further notice.

I find nothing in our documents or state law that would give the president and/or the board the authority to take this action.

Is there anything out there that would authorize the board to take this action?
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Bill

Often a BOD will get a verbal/free opinion from their attorney for which there is no record of. Also often a BOD will appoint one person to interact with their attorney/MC versus have all calling them.

My advice to you is if it is that important, then request the BOD get a written opinion from your attorney.

My 2nd bit of advice is if you were appointed then those that appointed you (I assume the BOD ) can remove you so tread lightly when threatening them.
MarkM19 (Texas)
Posts: 1,459
Posted:
Bill,
I agree with John you need to not push them into regretting the appointment so quickly. Like John said as the president in Ca. I was able to get up to 1 hour of phone advice a month if needed. Typically this was used by the PM and she would have the email of the discussion forwarded to the board. It appears like they are trying to keep you and the community in the dark but you have a much better chance of finding out what is going on by not be the "Bull in the China Shop" early.

I had very similar situation when I was first elected to my first board. It takes some time to learn who does what and how they do it. You will have more opportunities if you play nice and hopefully find other like minds on the board.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
Question? Is it costing money to inquire for this information? Like is the Attorney charging each time the MC inquires for you to them? That may be why the President asked them to no longer communicate. Usually communication to the HOA's lawyer has to be approved before they are contacted. Plus it's usually be 1 board member with that authority.

Former HOA President
SueW6 (Michigan)
Posts: 814
Posted:
Bill
Please print the entire motion passed by the board that you claim now limits the financial information that members can request.
AugustinD
Posts: 5,144
Posted:
-- Legally, the Board President cannot take an action without a majority vote of the entire board.

-- Chances are good that as a director, by law you are entitled to nearly all HOA records. Read your HOA's bylaws and Declaration carefully to see what they say on the point. Then check your state's statutes to see what they say on the point.

-- If you do have the legal right to certain HOA records, and the management company and Board are denying you records, you may have to hire your own attorney.

- Record withholding is the main way that incompetent board majorities mess with a director they title "rogue." Be ready for a lot of unpleasantness.

-- This is not about politics. It is about fifth grade behavior in organizations with insufficient accountability via transparency with the press and voters. As long at the fifth graders hold a majority, then you will rarely win.
BobF10 (Florida)
Posts: 2
Posted:
Being on the board I find certain things are available if "we do it as a board", and secretive things if we happen to be president. You spoke of an attorney giving advice to the president and it may be orally, but how would you really know? Why is it that an attorney only talks to specific members of the board and not the whole board. All board members are principles and basically should be privy with the attorney same as anyone. Ask yourself how that person became president in the first place and you will find pollical nonsense.

I constantly read the same old problems that corrupt all HOAs.
KerryL1 (California)
Posts: 14,550
Posted:
With Sue, I'd like to see the motion taken by the board.

While it's true that in many HOAs allow only one director, usually the president, to interact with the HOA attorney, in our HOA, as with Mark, the Prop. mgr. always is in on the conference call and the attorney always follows up with an email that is in the packet of the next board meeting. With no written evidence, imo, and just mine, I don't think such legal advice exists!

Boards, also, may not overturn state statute. So IF SC has any statutes about what materials are available for corporate members to examine, the board can't legally change that. What does this new limitation prevent owners form being or reading?

Augustine seems to make some really good points, too, Bill.

Without a vote by the board, the prez cannot prevent you from seeking materials form mgmt. that you can legally possess. But read you contract with your management company. It may say, like ours does, that only one director may communicate with the PM. Our contract say it's the board prez unless the board chooses otherwise. So if like ours, technically, you'd have to write the prez asking him to get the d following recognition.rds form the PM.

Since it sounds like the Board appointed you, Bill, you're at their mercy unless you have allies on the board.
BillB17 (South Carolina)
Posts: 92
Posted:
Thanks to all for your input. This forum has always been a great resource for me in HOA business.

After challenging our president to identify the provisions in our documents or state law which grant him the authority to take this action against me, he decided to recind his instruction to the Management Company.

Case Closed.

Bill
SueW6 (Michigan)
Posts: 814
Posted:
If they passed a motion to instruct the MC to do something, then they need to pass a motion to recind that action.
BillB17 (South Carolina)
Posts: 92
Posted:
Sue

Prez did this on his own. No motion - no vote.
KerryL1 (California)
Posts: 14,550
Posted:
Then you, Bill should put it on the next agenda and motion to rescind xxx that was approved on xxx, xxx. Must b seconded and approved and then put in the minutes.

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