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JackieB4 (California)
Posts: 398
Posted:
Several owners/members asked me (separately) about a new recording fee ($400) to be attached to each ARC application; this ARC was for a a small strip of artificial turf they wished to buy, pay, install by their front door. We are 140 single family homes(1986), well funded and no engineering issues. Many of us are longtime residents (20+ years) along with an equal amount of newbies(nice)! We meet bimonthly, with general/open session @ 4:30 pm. In Febuary, I-PRESIDENT asked PM to explain and show Board minutes if/when this "Maintenance Agreement" was approved. She kicked the can down the road for March mtg, but it was again listed in general agenda Yesterday and several members were planning on attending @ the usual 4:30 bimonthly posting. Exec session ended @ 4:10 and PM + rogue Directors voted to move directly in general session. I objected, saying members were arriving for 4:30 session(and want to hear the discussions) but 2/3 motioned to begin open session, not waiting 20 minutes. At 4:30, 5 members arrived, shocked and surprised at eary start.They each used their 3" to learn about ths quesionalbe fee, "recommended in 2015." PM responded "This was discussed and approved in Exec. session.
It's a closed matter." They/members objected to the unusual early start: "Your Board agreed to start the general session." Terrible SNAFU and our annual elections are in progrss.
Comments?
ElleN (Idaho)
Posts: 4,420
Posted:
Wow, your board did you (the President) wrong. They put you in a difficult situation. Theoretically the President might have been able to prevail, pointing out the notice problem that arises by starting the meeting early and "ruling" that the meeting would be adjourned until 4:30, consistent with the lawful notice and statute sent to owners. Then theoretically, and to get their way, the other directors would have the right to remove you as president, and they could still start the meeting early (in violation of notice requirements and so statute). But all this is way academic.

I am sitting here in the cheap seats. I am someone who often does not think well off the top of my head, especially in confrontational situations. I doubt I could have done better than you did here. Now with the benefit of hindsight, if this happens again in future, I would try to put my foot down and calmly order the meeting adjourned and walk out. See if the directors obeyed. After all, you are the President. As such one of your main functions is to preside at meetings. This is not for nothing.

For the next meeting, I advise placing the previous GS topic (discussed essentially in closed session) on the agenda again. Re-do the discussion as best you can. Also apologize to owners. Studies of medical malpractice situations, for one, show that apologies make a difference. People who hear the apology tend to be more generous, not less.
SheliaH (Indiana)
Posts: 6,964
Posted:
First comment – break your questions into smaller paragraphs, because this was hard to read and follow.

Regarding the recording fee - are you a board member? If so, shouldn’t you already know about the new recording fee – and if you do, was that announced to the community? If not, why not? Homeowners should have been told why the fee was being established, although I personally think $400 is rather high. In my community we don’t charge recording fees for exterior change requests – the board votes on it and you get a confirmation letter for your records, while a copy is kept in the permanent records for that property.

The maintenance agreement – what are you talking about – the property manager contract? If so, why ask the property manager – that’s a question for the board, who should be able to go through the previous minutes to see when it was approved. Actually, any homeowner should be able to do it and if there’s nothing, proceed with the questions.

The executive sessions – it sounds like the board announced it would be held before the regular meeting, which is appropriate. Executive sessions ARE NOT open to the membership and should only be used for sensitive issues, like legal action by or against the association. The session may have ended quicker than what was expected, so that’s not a problem. The minutes should reflect that an executive session was held, date time and location, who was there, and the actions taken. It’s not a description of who said what. If someone abstained from voting (e.g. for conflict of interest), that should be reflected as well.

All of that said, if the meeting was scheduled to start at 4:30, I agree with you they could have waited 20 minutes and started at that time. If a few people were already there, nothing wrong with making small talk - just refrain from getting into the agenda items until the official start of the meeting. If people showed up late and missed the resident forum, oh, well. They can always send a letter to the board with any issues, complaints or suggestions.

In the end, if you have issues with your board’s transparency, it’s ok to comment about that and ask the board to explain themselves – nothing a HOA board does should ever be a surprise to the community. If these people try to make excuses or refuse to respond altogether, you know the rest of the story – run for a spot on the board. Better yet, find neighbors who agree with you and all of you can rally together to create a slate to toss everyone out.


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JackieB4 (California)
Posts: 398
Posted:
Ellen, I have discovered the cheap seats are often the most fun. Thanks for joining me. This Board and PM are adamantly opposed to TRANSPARENCY with members and with each bimonthly, they seem to find another secret door. However, with each meeting attended by a handful of owners, the shock and awe factor is becoming obvious. I remind each member that they MUST notify PM of what they are sharing with me. Unfortunately, PM doesn't respond after numerous requests. When I submit the concern for open agenda (next mtg) it drops into Exec session
"BECAUSE IT INVOLVES A CONTRACT." I remind PM/Directors that every concern is somehow related to money...thus some contract? But these concerns aren't about formating a contract!!
Well the food fights continue & blatant rudeness to members is obvious; however the positive result is a few young owners are considering a run for the Board 2024. I have offered to mentor them, starting now. This community(HOA) isn't brain surgery. We just have the basics in a nice 140 home community.
As always, thanks.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By JackieB4 on 05/04/2023 10:07 AM
Well the food fights continue & blatant rudeness to members is obvious; however the positive result is a few young owners are considering a run for the Board 2024. I have offered to mentor them, starting now.
This is a brilliant plan of action, AFAIC.

I agree "food fight" is exactly how to characterize much of this, with a twinkle in one's eye as much as possible.

I also contemplate the value of letting time pass.

JackieB4 (California)
Posts: 398
Posted:
Ellen, agree with giving all this "time." It's worked well for me in my last 8 decades. My only skin in this game is my obvious distaste for Bullies plus my concerns for financial coverups?
KerryL1 (California)
Posts: 14,550
Posted:
Agree with others. The board majority acted illegally by thumbing its nose at the Open Meeting Act in CA, which requires 4-days posted (not mailed) notice of regular board meetings. These meetings are open to owners. check your Bylaws to make sure they are called "regular board meetings."

Whew! I guess you might have argued that the Board may not make a motion that opposes state statute (the 4 day-notice), but with those jerks, it doesn't sound like you would have prevailed. Since your regular board meetings most likely do not require Robert's Rules of Order or any other parliamentary procedures, even as president, unless your HOA policies or Bylaws say otherwise, you have no authority to rule against them. You might have tired to motion to adjourn the ES, but without a second, you'd have walked out the door alone. The Board could not have removed you as president at that meeting since it was not on the agenda so would have been illegal. But, do you think they will at the next meeting?

An executive session disclosure is required to be made at the subsequent regular open meeting in CA. The president of our board does this. So can you. Summarize the decisions that are made in ES without revealing confidential info. See Davis-stirling.com's Index on Executive session disclosure (I think)

As a board member, you have access to all executive session minutes. Request a copy of the minutes from the PM in writing when the decision was made for this $400 charge. Non- directors may not read them, but you may. Aren't executive session minutes and board packets posted in a board-only area of your website?

When was your last election? It's excellent that there are owners interests in running in '24, but that's a very long time to put up with a secretive abusive board.

If your PM works for a management company, I wonder if it's aware that their employee is blatantly acting in violation of CA HOA statues? Certified Community managers do have a Code of Ethics, that I imagine this PM also is violating.

Here is a mystery for me. What does this mean? "I remind each member that they MUST notify PM of what they are sharing with me." I'm not sure if you mean member as in owner? Or member, as in director?

Sorry I can't be of more help. I have been on a board in my HOA tha sounds a lot like yours, Jackie and it was very difficult to try to protect owners' rights in CA. I ultimately had to take year off and then seek reelection when some far better humans were running. By then, Owners were very aware of how bad those directors were. Three were defeated for reelection. So, yes, it can be done!
JackieB4 (California)
Posts: 398
Posted:
Kerry, That is my realistic goal: new Board, new PMC in a year(May is annual.) I refer to Board as BOD or Directors. Non BOD/Directors are owner/members.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By KerryL1 on 05/04/2023 12:15 PM
The Board could not have removed you as president at that meeting since it was not on the agenda so would have been illegal.
The board majority is rogue and was already breaking the law by starting the meeting at an un-noticed time. Of course a rogue board majority would exercise its self-assigned power to remove the president as an 'emergency act.'
LetA (Nevada)
Posts: 2,679
Posted:
Somebody is smoking some serious chit, $400 fee for what exactly? Who is charging the fee, the HOA or the PMC?
What is the rationale behind charging a recording fee? 
JackieB4 (California)
Posts: 398
Posted:
The PMC keeps kicking the can down the road. I have asked for minutes (2015) to verify this was passed by 2015 BOD. A rogue Board (quorum) is dancing a waltz with PM; I hear different music and value my fiduciary responsibility to our membership. It's 100% SNAFU.
KerryL1 (California)
Posts: 14,550
Posted:
I stated that the board could not have removed the president in case some readers incorrectly thought it's permitted in CA on the spot. The board could not have termed it an "emergency" act per the Davis-Stirling Open Meeting Act as such a eosin does not fit the definition of emergency. Sure, this board can break all kinds of laws, but I think it's important to make sure readers don't think their behavior is legal.

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