Is the "PM Report" a record of the assocation

NO!

When I was on the Board, we requested advice from our attorneys on borderline records requests (ones that we did not readily know) and went off of their advice. No homoewner requested the PM report while I was on the Board.

Why would vendor proposals, communications from vendors, and emails from PM advising Board?

The question then leads to another question. If a vendor proposal was in the board packet, but not on the agenda, would it have been appropriate to have been included by the manager?

PM do thT all the time to cya

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They put that on our contract and then we're dumb enough not to have a not have a confidentiality clause

In other wards it's not enforceable and after all the board decides what's confidential not some vendor

I tend to think the PM's report is a record of the association and should be provided under RCW 64.38.045. All you can do is provide a proper purpose for this request and ask. If the board says no, then you know your options.

I personally do not see a need to have this packet. What Wendy posted, about a former director-President who suddenly resigned (for whatever good reason) wanting to continue to look over the board's shoulder, is a concern to me as well.

An owner has a right to inspect certain records. This right exists precisely so owners can be a kind of watchdog. The right is so important that a number of state legislatures have beefed up owner protections for exercising this right.

And so we get to the heart of your recent conversations, as Wendy noted. Apparently, your arch enemy won the day and now you want to scrutinize everything your replacement is doing so you can pounce on the new regime. I believe Bill asked in a previous conversation what prompted your departure, and now I'm curious. Did these people threaten to burn your house down or toilet paper the trees in front of it ? This small group really got inside your head didn't they?

Anyway, you were on the board for three years if memory serves, and also served as president - surely you're well acquainted with the management report (that's what we call it) to know sone things aren't for general consumption. For starters, you could get the income-expense report and balance sheets. We also made the ledger and bank statements available, although no one asked for them.. Our report had a lengthy section on delinquent accounts not available to homeowners. That's not accessible. Emails concerning specific homeowners wasn't available. In fact we didn't have emails in our reports when I was on the board because wed already received that stuff. Usually it was follow up information on stuff we'd reviewed at the last board meeting.

People often request mountains of HOA records but don't have a clue as to what they're looking. It may also need to organized and you may need to develop a timeliness based on the dates of the correspondence, but even that can be inconclusive because you didn't hear the conversations behind the documents. You know that too.

Go back and read your documents (again) to see if there's mention of what homeowners are entitled to. Do your own research fir a change and take a look at the HOA laws in your state to see what it says and if that statute even applies to your community. It may only apply to HOAs established after a certain date.
Unless you're hoping ElleN does the research for you.

Or you can slow your roll and OBSERVE what happens over the next few months. Who knows, maybe your former colleagues will realize you knew what you were talking about and beg you to return. But if they don't, you had your shot and now you have to see if time proves you right. You may find they do the job better than you - and that'll benefit you and everyone else, so why trip?

Until then, attend a few meetings, participate in the resident forum and give others a chance to speak, read the minutes and review the monthly income/expense statements and note if the math doesn't add up. Z find something else to do with your time. You're in withdrawal right now and the first few days are rough but you'll get through ghem.

What I find interesting in all of this is:

1) Michael, who used to complain about the workload the Association created and is now free of it, has chosen to create additional work.

2) Michael, who complained that his arch nemesis was keeping a close eye on everything and complaining when desired, appears to be doing the same thing.

With MichaelS, there's too much info in the directors report or meeting packet. And I bet I know where all of those items came from, MichelT, himself. No wonder their part-time PM was overworked.

I feel really strongly that only matters on the board's agenda for discussion or decisions should be in the meeting packet. The exception is the monthly financials, but even the bare bones, not every invoice.

Those and Letters to new owners, work orders, violation letters all should be on the website that's accessible to the Board only. Our MC also has an "Action List" that directors follow on their site to see the progress on projects and items that they've directed the PM to handle. On some of these, a point is reached where it's back on the agenda as Unfinished Business, for example, to choose among proposal the board ordered the PM to collect.

When our MC first got our account years ago, many of the above are in our directors reports, but as the MC added elements to our website, the directors packet became came much slimmer.

And I still maintain with some othesr that proposals and private info about owners' delinquencies and discipline are not to be shared with any owners.

I do believe MichaelT did a lot of good for his community, but his personal style annoyed tooooo many of his board members and that handful of other owners. He was re-elected recently. Taking time off the Board probably is good for him & his family. Some former board members keep their hand in it with board assignments, like I do, or active committee work. MichaelT might, for example want to chair a real committee on their parks & playgrounds.

But some directors simply must quit cold turkey and ignore the board's actions as much as possible.

With MichaelS, there's too much info in the directors report or meeting packet. And I bet I know where all of those items came from, MichelT, himself. No wonder their part-time PM was overworked.

I feel really strongly that only matters on the board's agenda for discussion or decisions should be in the meeting packet. The exception is the monthly financials, but even the bare bones, not every invoice.

Those and Letters to new owners, work orders, violation letters all should be on the website that's accessible to the Board only. Our MC also has an "Action List" that directors follow on their site to see the progress on projects and items that they've directed the PM to handle. On some of these, a point is reached where it's back on the agenda as Unfinished Business, for example, to choose among proposal the board ordered the PM to collect.

When our MC first got our account years ago, many of the above are in our directors reports, but as the MC added elements to our website, the directors packet became came much slimmer.

And I still maintain with some othesr that proposals and private info about owners' delinquencies and discipline are not to be shared with any owners.

I do believe MichaelT did a lot of good for his community, but his personal style annoyed tooooo many of his board members and that handful of other owners. He was re-elected recently. Taking time off the Board probably is good for him & his family. Some former board members keep their hand in it with board assignments, like I do, or active committee work. MichaelT might, for example want to chair a real committee on their parks & playgrounds.

But some directors simply must quit cold turkey and ignore the board's actions as much as possible.

For the second time in this thread, I agree with Wendy.

I figure: Things are rarely black and white.

I just do not think the OP needs the manger's report (a.k.a. 'board packet') to figure out what's what. He can ask, and really IMO, since his dollars help pay for the report // to the board //, and for other reasons, it should be a record owners are entitled to inspect (with appropriate redactions of privileged info). Still I think fine tuning his records requests (such that he does not need the report) would be a classier, legally cleaner, less antagonistic move.