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KevinP15 (Massachusetts)
Posts: 12
Posted:
Hi all. We are a new inexperienced H.O.A. with twenty members and the membership has voted in favor of doing our own groundskeeping on a volunteer basis to save money. I was elected property manager and I'm one of five board members. President, vice-president, treasurer, secretary and property manager. Is it wise for me to just draw up some sort of waiver form for volunteers to sign so one of them or someone who depends on one of them doesn't sue whoever it is they can sue in the event of injury or worse? They will be using their own equipment and tools as well. Thanks.
MichaelS56 (Minnesota)
Posts: 858
Posted:
As you know, noting is simple. I would ask your HOA insurance agent for their professional thoughts about doing this wavier.
JohnT38 (South Carolina)
Posts: 1,631
Posted:
Quote:
Posted By KevinP15 on 03/08/2023 2:23 PM
Hi all. We are a new inexperienced H.O.A. with twenty members and the membership has voted in favor of doing our own groundskeeping on a volunteer basis to save money. I was elected property manager and I'm one of five board members. President, vice-president, treasurer, secretary and property manager. Is it wise for me to just draw up some sort of waiver form for volunteers to sign so one of them or someone who depends on one of them doesn't sue whoever it is they can sue in the event of injury or worse? They will be using their own equipment and tools as well. Thanks.

This subject is too important to do an amateur DIY waiver and you should talking to your insurance agent and/or a lawyer.
KerryL1 (California)
Posts: 14,550
Posted:
Strongly agree with MichaelS & JohnT. Would add, get lawyers advice on a director being "property manager." Does that mean You'd be paid? Do your Bylaws say that the officers of your HOA include a "property manager?"
MichaelT21 (Arkansas)
Posts: 200
Posted:
Oh gosh.

You have an elected position called "property manager" that one of the unit owners fills? In other words, if the other owners don't like the volunteer work that the property manager is doing, they get to elect a different volunteer to do the job?

And your Board has decided all of the owners would like a part time job called landscaping so they can save themselves money?

Oh my.
LetA (Nevada)
Posts: 2,679
Posted:
Abraham Lincoln once said A man who is his own lawyer has a fool for a client. I would seriously seek the advice of a good lawyer first.

Representing or self managed HOA's have a higher risk of being sued and your D&O premiums will likely be higher because you are
self managed. If someone gets hurt volunteering especially landscaping it will be costly and you and your fellow owners can lose your homes
if someone breaks a nail let alone more serious injuries.
SheliaH (Indiana)
Posts: 6,964
Posted:
What LetA and everyone said.

I suspect all of this is being looked at because people don't want to spend money, not realizing it can cost a helluva lot more down the road. Not to mention you have people who say they'll cut the grass or rake the leaves, but don't, or do a half-assed job of it and it has to be done over (and over and over again). If your insurance company balks at this (and I have a hunch they will), you'll just have to get some estimates and get a landscaping company to do the work.

You are homeowners and while you don't want to pay through the nose, it's not a good idea to do things on the cheap. If you're going to be a self-managed HOA, that's the first lesson you need to get in a hurry. You can get the work done and be prudent in controlling costs - it just requires more thought and a bit more work.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
CathyA3 (Ohio)
Posts: 6,299
Posted:
What everybody else said, especially the bit about talking to a lawyer and making sure you have workers comp or similar coverage.

Here's a summary of one of my previous "rants" about the use of volunteers in HOAs and condo associations:

* They are not free. You have to carry adequate insurance to cover injuries, damage to HOA or personal property, etc. (ie. the kinds of insurance that boards check for when hiring professionals). Do not, under any circumstances, use volunteers to handle snow removal unless you want to get sued for some reason.

* You don't get professional quality work. You will receive no warranties or guarantees that professionals provide, and you may void existing warranties. Workers can walk away with no notice, and you have no recourse if they fail to perform as promised or damage property.

* Use of volunteers creates additional work for the board since they will need to manage the work crews in addition to their regular duties as board members.

* It is not sustainable. People don't buy in HOAs or condo communities in order to have unpaid side hustles. Just because you have volunteers now doesn't mean you'll continue to have them in the future.

* It deceives homeowners about the true cost of ownership. This sets up future boards for problems when they try to raise assessments to pay for professional workers. This is especially true if your governing documents give owners the right to vote down assessment increases - you'll dig yourselves into a hole that you won't be able to climb out of.

In other words: don't.

JohnT38 (South Carolina)
Posts: 1,631
Posted:
Quote:
Posted By CathyA3 on 03/09/2023 6:30 AM
What everybody else said, especially the bit about talking to a lawyer and making sure you have workers comp or similar coverage.

* It deceives homeowners about the true cost of ownership. This sets up future boards for problems when they try to raise assessments to pay for professional workers. This is especially true if your governing documents give owners the right to vote down assessment increases - you'll dig yourselves into a hole that you won't be able to climb out of.


This is such an excellent point!!!!!
CathyA3 (Ohio)
Posts: 6,299
Posted:
Also, the voice of experience: homeowners tend to be all in favor of saving money through use of volunteers, but they're often nowhere to be found when it's time to do the work. If they do volunteer, they'll quickly lose enthusiasm when the job cuts into their personal time and will quit.

Volunteers are fine for things like social activities that usually aren't the business of an association and which won't cause any harm if they don't happen. You're running a corporation. Its business is to maintain the property and financial assets of the corporation. Harm will result if these aren't done properly.

You're already at a disadvantage being in a small association, because hiring a property manager doesn't make financial sense. This means the duties normally handled by a property manager are already falling on the board. Toss in managing volunteer work crews, and absorbing the work when these volunteers walk away or perform poorly, and the volunteer board members can easily find themselves with an unpaid, full time second job. You will burn out.

The time to set proper expectations is now. (One of the first tricks I learned when I was on the board was to act as though the person was volunteering to do the job whenever they had a bright idea. You'd be amazed - or perhaps you wouldn't - by how many bright ideas fall by the wayside if the person with the ideas actually had to do the work to make them happen.)
MelissaP1 (Alabama)
Posts: 13,836
Posted:
I am confused about the position "Property Manager". Is that really in your documents or is there confusion on the relationship of HOA and Property Manager? Normally a Property Manager is a paid company and/or person separate from HOA membership. They are a paid contractor to handle the daily business and items for the HOA. There is still the board and their Office positions of President, Vice-President, Secretary, and Treasurer. The Treasurer positions is often vetted out to an accounting firm in some HOA's instead of member.

Be careful as you may all be volunteers but doing certain jobs in the HOA one should not be a volunteer. You don't volunteer to do electrical work or plumbing. Usually not a problem to do like a "clean up" day amongst members. However, when it comes to a trade position always go with licensed and insured.

Former HOA President
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JohnT38 on 03/08/2023 3:11 PM
Posted By KevinP15 on 03/08/2023 2:23 PM
Hi all. We are a new inexperienced H.O.A. with twenty members and the membership has voted in favor of doing our own groundskeeping on a volunteer basis to save money. I was elected property manager and I'm one of five board members. President, vice-president, treasurer, secretary and property manager. Is it wise for me to just draw up some sort of waiver form for volunteers to sign so one of them or someone who depends on one of them doesn't sue whoever it is they can sue in the event of injury or worse? They will be using their own equipment and tools as well. Thanks.


This subject is too important to do an amateur DIY waiver and you should talking to your insurance agent and/or a lawyer.

I agree.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By CathyA3 on 03/09/2023 6:51 AM
(One of the first tricks I learned when I was on the board was to act as though the person was volunteering to do the job whenever they had a bright idea.
I think this suggestion is outstanding. Example:

March 21 Board Meeting, High Mountain HOA, open forum section:

Owner Ralph Uoweme: Can we please have someone monitor the pool for babies not in pool diapers?

HOA President Happy Harriet: Interesting idea! Would you please have a schedule of volunteers, to perform this monitoring, to the manager by Monday, 9 AM? Remember to put your name at the top as the "Volunteer Pool Monitor Coordinator."

Owner Ralph: No, I do not want to do any work.

HOA President Happy Harriet: I see. Think about this a few days, and if you change your mind, get back to us at the next meeting. Neighbor Golightly, I see you have something to say. Go ahead, ma'am.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JohnT38 on 03/09/2023 6:49 AM
Posted By CathyA3 on 03/09/2023 6:30 AM
What everybody else said, especially the bit about talking to a lawyer and making sure you have workers comp or similar coverage.

* It deceives homeowners about the true cost of ownership. This sets up future boards for problems when they try to raise assessments to pay for professional workers. This is especially true if your governing documents give owners the right to vote down assessment increases - you'll dig yourselves into a hole that you won't be able to climb out of.



This is such an excellent point!!!!!

I agree. Great point.
KevinP15 (Massachusetts)
Posts: 12
Posted:
Quote:
Posted By KerryL1 on 03/08/2023 4:50 PM
Strongly agree with MichaelS & JohnT. Would add, get lawyers advice on a director being "property manager." Does that mean You'd be paid? Do your Bylaws say that the officers of your HOA include a "property manager?"

No pay and nothing in the bylaws to include officer property manager position. The title of property manager was a random title for a fifth board member to tilt the scale in the event of an even vote on decisions made by the other four board members. Like a ninth supreme court justice. The property manager I defeated by one vote came up with the title, I believe.
KevinP15 (Massachusetts)
Posts: 12
Posted:
Thank you for all the knowledgeable and helpful replies here. The replies are much appreciated.
KerryL1 (California)
Posts: 14,550
Posted:
On boards, every director gets one vote. 5 directors, 5 votes. So I don't grasp what "tilting the scale" means? Why would the other 4 directors have a vote, but not this person unless there's tie?

Normally directors who aren't officers are just that--directors. We've seen that some boards call that person or those directors, "directors at large." I don't know why .
KevinP15 (Massachusetts)
Posts: 12
Posted:
When the first board of directors was formed, I think they initially came up with President, Vice-President, Secretary and Treasurer and realized there could be a tie during future votes. The fifth position was to make sure that wouldn't happen. Tilting the scales was a poor choice of words on my part. I never paid much attention to any of those details until I was asked to run. There is division and animosity amongst the homeowners because of an issue that arose having to do with boats. We are on a lake. Lakeside properties and non-lakeside properties. But that's another topic. There's going to be division and animosity on almost every issue in the foreseeable future is my guess. Some are for volunteer groundskeeping, and some are not.
KerryL1 (California)
Posts: 14,550
Posted:
There is an important distinction between directors and officers. Per your Bylaws, you'll see that Owners elect directors to serve on boards of directors. Directors are the ones who vote at board meetings. In your case, your bylaws say five directors, so five directors each have one vote at board meetings. Most bylaws call for an uneven number of directors to try to avoid tie votes.

Directors (s)elect the officers, usually at a meeting right after the annual meeting and election. The officers are named in your Bylaws. It looks like yours say Prez, VP Sec'y & treasurer. Usually they are directors, but not always. They do not vote unless they also ARE directors. So you have 4 officers and 1 director who is not an officer. You cannot make up a title for the person. Do r4ad your assn.'s Bylas which are required if your HOA is a corporation.

Maybe start a new thread about the division between the lakefront & non -lakefront Owners. Please read your covenants (CC&Rs; declaration; deed restrictions) and maybe also your Articles of Incorporation and Bylaws and even your Architectural guidelines if you have any, to see if one group must be treated differently than others. Perhaps a difference in dues? If so, make sure you include that info in your next post. Good luck.

Back to you Owners wanting to use "volunteers" for landscaping. Others have made strong points about why that is a bad plan. Most emphasized should be, imo, to talk with your insurance agent. Will insurance cover any injuries these volunteers suffer if on ladders? Messing with electricity or mechanical equipment? Using power tools? Do NOT, as JohnC insists even think about a DIY waiver.

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