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DavidG45 (Delaware)
Posts: 994
Posted:
Our declarant recently terminated control of the board, and we have a new all-residents board in place. There is a significant change to the bylaws that really needs to be made (sheer laziness on the part of the developer when the original documents were created) but getting a majority of all homeowners to vote in favor of a significant bylaw change, however favorable it might be for the HOA, would seem to be a monumental task. Can anyone share with me strategies on how to make this happen?

If the entire board is in favor, is it considered okay for the board to publicly advocate for the change?

MelissaP1 (Alabama)
Posts: 13,836
Posted:
READ your bylaws/CC&R's/Articles of Incorporation on how to change the documents. It's all in there. Some require 51% to 100% of the owners to adapt the changes. Our required a "special meeting" exclusively for the changes. That was nearly impossible so we were able to get another document giving up your right to cast vote in a special meeting. This freed us up to collect at any time till we got the votes.

You will need to hire a lawyer for this. It's not something you want to undertake on your own. Can reduce some of the expenses the more you know but it's best to have legal advice/guidance.

It took us over 2 years and several grand to get ours done and filed. There is a filing fee involved with the county and or state.

Former HOA President
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By DavidG45 on 08/22/2022 2:50 PM
If the entire board is in favor, is it considered okay for the board to publicly advocate for the change
As a matter of law I say yes. Furthermore, I would argue the BoD has a duty to advocate for a change if the BoD thinks the change is in the best interests of the HOA.

One caveat: To minimize the chances of litigation, IMO anyone wishing to take an opposite stand should be given the same means of doing so as the Board used.

From my experience, the best turnout for such a vote is usually accomplished by running the vote electronically, if the law there allows.

The shorter the changes; the less people have to read; the less options there are to vote against the amendment as a whole because of one change people do not like; the better the chances of passage.

Use attorney to review what changes the BoD wants.
JohnT38 (South Carolina)
Posts: 1,631
Posted:
Quote:
Posted By DavidG45 on 08/22/2022 2:50 PM
Our declarant recently terminated control of the board, and we have a new all-residents board in place. There is a significant change to the bylaws that really needs to be made (sheer laziness on the part of the developer when the original documents were created) but getting a majority of all homeowners to vote in favor of a significant bylaw change, however favorable it might be for the HOA, would seem to be a monumental task. Can anyone share with me strategies on how to make this happen?

If the entire board is in favor, is it considered okay for the board to publicly advocate for the change?


Below are some of the steps we took when we decided to completely overhaul our 40 year old documents. Keep in mind we did much more than what I've listed here. I believed then and now that when you want to overhaul your docs you need to sell it to the community. Educate, educate, educate them on the value of the rewrite and explain the benefits of the proposed changes. If you can tie a proposed change back to how it will save owners money then you need to emphasize this. You are correct that this is a monumental task but it can be done. In our case it took us 1 year from start to finish.

1.) The Board identified existing issues that we knew about. An example was conflicting statements on what was a Limited Common area and who was responsible for maintenance. There were many other conflicts in the documents.
2.) The Board brainstormed on additions and subtractions that we wanted to make. For example, we wanted to add a Capital Improvement Fee when homes were sold. (1/2 percent of the purchase price) We also wanted to add the requirement that a home could not be rented out until the purchaser had lived in the home for 1 year. We eliminated the requirement to always have the garage door closed. These are just a couple of examples.
3.) We worked with a lawyer to discuss what we wanted to do and got his feedback. In some cases he said we couldn't do what we wanted.
4.) We sent out an electronic poll asking owners if they would support the change XYZ. In some cases if the results were not good we dropped the proposed change. (Pick your battles wisely.)
5.) Once we knew what we wanted the lawyer began the process of re-writing our docs. This involved many meetings with him.
6.) We periodically sent out educational emails to our owners explaining what we were doing and why. Some of the emails were limited to one proposed change and laid out the reasoning behind the change.
7.) We held 3 Townhall meetings in our clubhouse where we explained why the docs needed to be updated and what changes we came up with. After our presentation we allowed owners to ask questions and express their opinions and concerns.
8.) We placed flyers on our mailbox stands that urged owners to get out and vote.
9.) A complete copy of the new proposed docs where sent out to all owners 45 days before the vote. Included in this package was a generic email address that they could use to send feedback or ask questions.
10.) The day before the vote the entire Board sat at the clubhouse for 4 hours and all owners were urged to come visit us with any questions or concerns. (We barely got the votes we needed and I believe it would have failed if we did not do this step.)

KerryL1 (California)
Posts: 14,550
Posted:
Only the Bylaws, Davis? Or your declaration too? What % of Owners need to vote to approve the amended bylaws? And the declaration if that's also want you want to amend?
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By JohnT38 on 08/22/2022 4:19 PM
Posted By DavidG45 on 08/22/2022 2:50 PM
Our declarant recently terminated control of the board, and we have a new all-residents board in place. There is a significant change to the bylaws that really needs to be made (sheer laziness on the part of the developer when the original documents were created) but getting a majority of all homeowners to vote in favor of a significant bylaw change, however favorable it might be for the HOA, would seem to be a monumental task. Can anyone share with me strategies on how to make this happen?

If the entire board is in favor, is it considered okay for the board to publicly advocate for the change?



Below are some of the steps we took when we decided to completely overhaul our 40 year old documents. Keep in mind we did much more than what I've listed here. I believed then and now that when you want to overhaul your docs you need to sell it to the community. Educate, educate, educate them on the value of the rewrite and explain the benefits of the proposed changes. If you can tie a proposed change back to how it will save owners money then you need to emphasize this. You are correct that this is a monumental task but it can be done. In our case it took us 1 year from start to finish.

1.) The Board identified existing issues that we knew about. An example was conflicting statements on what was a Limited Common area and who was responsible for maintenance. There were many other conflicts in the documents.
2.) The Board brainstormed on additions and subtractions that we wanted to make. For example, we wanted to add a Capital Improvement Fee when homes were sold. (1/2 percent of the purchase price) We also wanted to add the requirement that a home could not be rented out until the purchaser had lived in the home for 1 year. We eliminated the requirement to always have the garage door closed. These are just a couple of examples.
3.) We worked with a lawyer to discuss what we wanted to do and got his feedback. In some cases he said we couldn't do what we wanted.
4.) We sent out an electronic poll asking owners if they would support the change XYZ. In some cases if the results were not good we dropped the proposed change. (Pick your battles wisely.)
5.) Once we knew what we wanted the lawyer began the process of re-writing our docs. This involved many meetings with him.
6.) We periodically sent out educational emails to our owners explaining what we were doing and why. Some of the emails were limited to one proposed change and laid out the reasoning behind the change.
7.) We held 3 Townhall meetings in our clubhouse where we explained why the docs needed to be updated and what changes we came up with. After our presentation we allowed owners to ask questions and express their opinions and concerns.
8.) We placed flyers on our mailbox stands that urged owners to get out and vote.
9.) A complete copy of the new proposed docs where sent out to all owners 45 days before the vote. Included in this package was a generic email address that they could use to send feedback or ask questions.
10.) The day before the vote the entire Board sat at the clubhouse for 4 hours and all owners were urged to come visit us with any questions or concerns. (We barely got the votes we needed and I believe it would have failed if we did not do this step.)



Good stuff - thanks!
KerryL1 (California)
Posts: 14,550
Posted:
Only the Bylaws, David? Must owners vote in person at a members meeting to approve amendments? Or may they vote by mail or electronically?

Can you estimate the % of Owners who are landlords/investors who do not occupy your assn. at all? Do you have many Onwrs who only occupy their homes indoor assn. part-time?
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By KerryL1 on 08/22/2022 5:52 PM
Only the Bylaws, David? Must owners vote in person at a members meeting to approve amendments? Or may they vote by mail or electronically?

Can you estimate the % of Owners who are landlords/investors who do not occupy your assn. at all? Do you have many Onwrs who only occupy their homes indoor assn. part-time?

Just bylaws, mail and electronic are fine, nearly 100% are owner occupied. We have a good handle on what needs to be done, I’m mainly curious at how you convince over half the owners to vote, let alone vote in favor of a specific change.
KerryL1 (California)
Posts: 14,550
Posted:
OK, just the Bylaws. In our e recent experience to restate both the Bylaws and the CC&Rs, the Bylaws were easy to get owners to approve. The was nothing controversial in the restatement and, as it appears in your assn., we only needed a simple majority of all owners to approve. And we had 64% of all owners approve.

I guess I'm wondering why you think Owners won't vote.
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By KerryL1 on 08/23/2022 9:41 AM
OK, just the Bylaws. In our e recent experience to restate both the Bylaws and the CC&Rs, the Bylaws were easy to get owners to approve. The was nothing controversial in the restatement and, as it appears in your assn., we only needed a simple majority of all owners to approve. And we had 64% of all owners approve.

I guess I'm wondering why you think Owners won't vote.


In May we had our first board meeting. There were 13 candidates for five position, and a lot of excitement. Still, we had just a 49% turnout, even with online voting. People are simply apathetic. Also, the developer still has about 50 votes, and he's a POS who will never bother to cast a vote to help us out - so we we will actually need about 58% of actual residents.

I believe it will take a concerted effort by the BOD to rally people to vote.
KerryL1 (California)
Posts: 14,550
Posted:
JohnT's list looks good to me an many of these are what we did to restate an our Bylaws and our CC&Rs. I think you want fewer of these for bylaws.

For just Bylaws, I think I'd have a pretty short voting period, say 30-45 days. The only other advice I have is to make it as simple as possible for every owner to vote. And make sure you point out in your flyers why they should care. Why does this matter?

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