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AmarP (Florida)
Posts: 9
Posted:
I am new Board Member of an HOA in South Florida. I am being bombarded by x++ emails and texts everyday day regarding mundane day-to-day operational decisions that are probably best handled and quickly resolved with routine bi-weekly or weekly informal meetings of the Board members. This is what I was used for the last 20+ years as head of large organizations and even a Board member. But I have been told this is illegal in the S/FL HOA environment, unless we invite all home-owners. But we are de-facto achieving our objective by communicating to each other "interactively and in real time by text-messaging". And, I have been told this OK!!!

Having spent most of my career in technology and telecom sectors, I see no no distinction between having a "group phone call" versus a "group chat" with all Board members - it is "interactive real-time talking" versus "interactive real-time writing" to each other - unless we are required to include all the home-owners on the group-chat!! Furthermore, even a simple smartphone can now enable anyone to have an "interactive real-time voice-activated group chat" that will read the messages (in any voice and in any language) and then also "covert the speakers responses into a textual message, again, in any language"!

* How is the above "group chat" different from a group of people having a "teleconference"?
* By extension, to make a farcical example, is it be legal to have an informal Board meeting by sitting around the table and text each other conversations or write the "conversations" on a piece of paper and pass it around?
* Something doesn't make sense here to me. This appears to be all about "form versus substance"?

Please educate me. Thank you.
KerryL1 (California)
Posts: 14,550
Posted:


Give us a little background. Does you HOA have a property or Community manager? How many units or detached homes? How many are on the Board?

Though all states are different, All of Florida is an ā€œopen meetingā€ state. This is the law. This means that almost every decision a Board must make must be done in a meeting that owners can attend in person or virtually.

To be ā€œbombartdedā€ by texts, et everyday usually means that management isnt’ doing its job or, if self managed, doctors are being delegated many talks so that a meetingi isn’t needed for every little thing.

For starters, simply Google open meetings in FL HOAs or similar to easily learn the facts.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
Welcome to HOA management. It isn't like your "real life work" environment. So I do get where you are coming from. It takes some adjustment to realize that it "takes a village" to make a decision.

The best advice I ever was given was "The HOA money is NOT your money. It is EVERY member's money". Get into that mindset and things will become a clear "murky". LOL! The reason official decisions are not made is because they have to be made at OFFICIAL HOA meetings in the OPEN if you have open meetings. Those OFFICIAL meetings have OFFICIAL HOA meeting notes. Which is a official record of the HOA. Side meetings are NOT official meetings and their meeting notes would not be viewed as official records. They wouldn't stand up in court etc...

I personally don't see anything wrong with discussing items prior to meetings. However, many people will view this as the board being "secretive" and making decisions behind closed doors. It leaves a bad taste in mouths. Even if nothing is going on wrong. It just best to make any decisions in an official meeting but also be on the SAME page when that happens,

Also READ your documents backwards and forwards. Many of your questions and procedures will be answered there. Good luck!

Former HOA President
SheliaH (Indiana)
Posts: 6,964
Posted:
What Kerry and Melissa said. Homeowners should also be able to listen to the conversations that influence the motions the board is voting on - they may have additional questions and suggestions the board didn't think of that should be considered. Like Melissa, I don't see a huge problem with discussing items before meetings, as long as you speak in general terms. From time to time, I would have discussions with the president, but we would then note it during the meeting, as in "Gary and I were discussing X and we were thinking the board could do Y because of A, B, and C" and more conversation would ensue from that.

You didn't say if your HOA is self-managed or has a property manager, and that makes a big difference. If you have a property manager, many of these emails/texts/meetings between meetings shouldn't be necessary. The property manager gets his/her direction from the board, and then the board needs to stop micromanaging and let the manager manage.

If you're self-managed, this sounds like the board's somewhat disorganized. It would be easier for each board member to have an area of responsibility and provide reports at every meeting and then the entire board can make decisions from there. This way, no one gets overwhelmed and you'll find out pretty quickly who's organized and who's...not. That person may need more direction or be given very specific instructions with deadlines.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
TerriS6 (California)
Posts: 3,284
Posted:
In California, it's illegal for board members to use emails to discuss any item of business, or telephone, or to take any action outside a meeting. From what I've read on this forum, Florida's laws are similar.
LoriM15 (Florida)
Posts: 1,009
Posted:
As you know, we aren't allowed to have informal board meetings in Florida. We are able to have discussions by email or you could use slack or google chat or another program if any of your board members are that savvy. Our board is not.

What we do (large community, lots of decisions) is have discussions by email and then put the item on the agenda for a formal board meeting. At the board meeting we have a final discussion (decision is usally already made), allow owner comments, and do a vote to approve at the board meeting. This meets all the requirements of the sunshine laws.

Sometimes we take an informal vote via email so that a project can get started before the next board meeting. Then we vote on it at the board meeting.

Lately, because we have a new PM and there are lots of things going on, we are having interim "workshop" meetings. These are posted as regular board meetings, but we do not send an email agenda or advertise them. Homeowners can attend but we don't have anything on the agenda except "discussion of outstanding items", so generally we don't have discussion with the owners. We talk about outstanding proposals and issues, but don't vote on any items. This extra meeting has been very helpful.

We try to be very transparent in our community about what's going on, but you are right - it's extremely difficult to do everything completely out in the open.

For example, today we are having a presentation from a fiber company that provides tv and internet. Because all five board members wanted to attend, we had to post it as a board meeting even though we are just sitting and listening to a presentation. It's silly - but I understand why since some boards do operate in secrecy.
SheliaH (Indiana)
Posts: 6,964
Posted:
Quote:
Posted By LoriM15 on 07/06/2023 6:54 AM

We try to be very transparent in our community about what's going on, but you are right - it's extremely difficult to do everything completely out in the open.

For example, today we are having a presentation from a fiber company that provides tv and internet. Because all five board members wanted to attend, we had to post it as a board meeting even though we are just sitting and listening to a presentation. It's silly - but I understand why since some boards do operate in secrecy.

Why did this even have to be a board meeting if it's only a presentation? It could have been billed as a town hall meeting so others could come and listen to the presentation, and ask questions. All you have to do is tell people this is information only and the board is not yet considering taking specific action at this time. Depending on the dialogue, that could help the board make a decision later on whether to pursue a business relationship with the company, do something else, or do nothing.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By AmarP on 07/05/2023 9:16 PM
But I have been told this is illegal in the S/FL HOA environment, unless we invite all home-owners.
Correct, with some small caveats.
Posted By AmarP on 07/05/2023 9:16 PM
But we are de-facto achieving our objective by communicating to each other "interactively and in real time by text-messaging". And, I have been told this OK!!! It is not okay. Also you are not achieving the statutory objective of "open meetings" and "transparency." Are you aware that your city council has to hold meetings that are open to the public? This is because of statutes and/or city ordinances requiring open meetings. Similarly Florida's statutes for HOAs require open meetings (with some caveats).

Do you know which Florida HOA/Condo/Trailer park statute applies to your HOA? It will be FS 718, FS 720 or something else. Tell me, and I can tell you exactly where to read about the requirement for open meetings.

This is a big legal deal.
DouglasK1 (Florida)
Posts: 2,046
Posted:
Generally, Florida has "Sunshine" laws that require meetings (in theory) of local and state governing bodies and HOA boards to be properly noticed and open to stakeholders. Here is part of FS 720-303 (FS 720 governs HOA, FS 718 for condos)

(a)ā€ƒMembers of the board of administration may use e-mail as a means of communication but may not cast a vote on an association matter via e-mail. A meeting of the board of directors of an association occurs whenever a quorum of the board gathers to conduct association business. Meetings of the board must be open to all members, except for meetings between the board and its attorney with respect to proposed or pending litigation where the contents of the discussion would otherwise be governed by the attorney-client privilege. A meeting of the board must be held at a location that is accessible to a physically handicapped person if requested by a physically handicapped person who has a right to attend the meeting. The provisions of this subsection shall also apply to the meetings of any committee or other similar body when a final decision will be made regarding the expenditure of association funds and to meetings of any body vested with the power to approve or disapprove architectural decisions with respect to a specific parcel of residential property owned by a member of the community.
(b)ā€ƒMembers have the right to attend all meetings of the board. The right to attend such meetings includes the right to speak at such meetings with reference to all designated items. The association may adopt written reasonable rules expanding the right of members to speak and governing the frequency, duration, and other manner of member statements, which rules must be consistent with this paragraph and may include a sign-up sheet for members wishing to speak. Notwithstanding any other law, meetings between the board or a committee and the association’s attorney to discuss proposed or pending litigation or meetings of the board held for the purpose of discussing personnel matters are not required to be open to the members other than directors.
...



Escaped former treasurer and director of a self managed association.
LoriM15 (Florida)
Posts: 1,009
Posted:
I suppose technically we didn't have to make our fiber company presentation a formal meeting, but because all board members were attending we decided to be safe rather than sorry. We definitely would have had members complaining if we didn't make it a formal meeting.

We also broadcast on zoom (first time ever!) and recorded the meeting. Because this was simply information we will keep the recording. But we have made a decision that regular board meetings will not be recorded because we don't want those as part of our official records that we have to keep forever.

Question - at the condo association where I own a unit, they record the meetings and give members access to the recordings for three days only. After that the recordings are unavailable to view. I can't see how that meets the open records statute. Any ideas?
AmarP (Florida)
Posts: 9
Posted:
Thank you KerryL1 - for your observations, comments and advice, appreciate it.
AmarP (Florida)
Posts: 9
Posted:
Thank you MelissaP1, appreciate it. While I was in the private sector corporate world, "real life work" :-), who owned the company and whose money it is, is no different - the shareholders. Thank you.
AmarP (Florida)
Posts: 9
Posted:
Thank you.
AmarP (Florida)
Posts: 9
Posted:
Thank you LoriM15
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By LoriM15 on 07/06/2023 2:01 PM
I suppose technically we didn't have to make our fiber company presentation a formal meeting, but because all board members were attending we decided to be safe rather than sorry. We definitely would have had members complaining if we didn't make it a formal meeting.

We also broadcast on zoom (first time ever!) and recorded the meeting. Because this was simply information we will keep the recording. But we have made a decision that regular board meetings will not be recorded because we don't want those as part of our official records that we have to keep forever.

Question - at the condo association where I own a unit, they record the meetings and give members access to the recordings for three days only. After that the recordings are unavailable to view. I can't see how that meets the open records statute. Any ideas?
Florida statute FS 720 says that owners must have access to "official records" for at least seven years. Per the statute, "official records" include:

All other written records of the association not specifically included in this subsection which are related to the operation of the association.

Someone posted at hoatalk.com that her attorney had recently obtained a court ruling that a recording qualifies as a "written record." This was a mere trial court ruling. The trial court's ruling is binding solely on the HOA in this specific lawsuit.

Who knows what the next court might say?

I would not bother preserving these recordings until someone made a request to preserve a specific one. They could have a copy, but then the HOA had better keep its own copy, in case someone tries to alter the video.
AmarP (Florida)
Posts: 9
Posted:
Thank you SheliaH.
AmarP (Florida)
Posts: 9
Posted:
We come under FL Statute 720. Thank you ElleN
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By AmarP on 07/06/2023 2:44 PM
We come under FL Statute 720.
From FS 720:

720.303 Association powers and duties; meetings of board; official records; budgets; financial reporting; association funds; recalls.—.
.
.
(2)ā€ƒBOARD MEETINGS.—
(a)ā€ƒMembers of the board of administration may use e-mail as a means of communication but may not cast a vote on an association matter via e-mail. A meeting of the board of directors of an association occurs whenever a quorum of the board gathers to conduct association business. Meetings of the board must be open to all members, except for meetings between the board and its attorney with respect to proposed or pending litigation where the contents of the discussion would otherwise be governed by the attorney-client privilege. A meeting of the board must be held at a location that is accessible to a physically handicapped person if requested by a physically handicapped person who has a right to attend the meeting. The provisions of this subsection shall also apply to the meetings of any committee or other similar body when a final decision will be made regarding the expenditure of association funds and to meetings of any body vested with the power to approve or disapprove architectural decisions with respect to a specific parcel of residential property owned by a member of the community.
(b)ā€ƒMembers have the right to attend all meetings of the board. The right to attend such meetings includes the right to speak at such meetings with reference to all designated items. The association may adopt written reasonable rules expanding the right of members to speak and governing the frequency, duration, and other manner of member statements, which rules must be consistent with this paragraph and may include a sign-up sheet for members wishing to speak. Notwithstanding any other law, meetings between the board or a committee and the association’s attorney to discuss proposed or pending litigation or meetings of the board held for the purpose of discussing personnel matters are not required to be open to the members other than directors.
(c)ā€ƒThe bylaws shall provide the following for giving notice to parcel owners and members of all board meetings and, if they do not do so, shall be deemed to include the following: ...


For the rest, go to http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0720/0720.html

Do not even think that the sentence about emails above means a board can lawfully conduct a meeting by email. It cannot.

Your board needs to get in the habit of adding topics to a draft agenda in the periods between board meetings. Being a director of a nonprofit is not supposed to be a full-time job, with daily responsibilities.
AnnaD2 (Florida)
Posts: 960
Posted:
There are NO "Sunshine Laws" for HOA's. It doesn't apply...ever.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By AnnaD2 on 07/09/2023 3:04 PM
There are NO "Sunshine Laws" for HOA's. It doesn't apply...ever.

I agree.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By AnnaD2 on 07/09/2023 3:04 PM
There are NO "Sunshine Laws" for HOA's. It doesn't apply...ever.
Many sites talk about associations having their own "sunshine laws." For example:

https://www.sewardlawoffice.com/do-sunshine-laws-apply-to-community-associations/

https://hf-files-oregon.s3.amazonaws.com/hdpalliancecas_kb_attachments/2017/12-05/01884bb1-a5ab-46cd-802c-9534d80cec06/11%20Florida%20Sunshine%20Law.pdf

https://beckerlawyers.com/wp-content/uploads/2018/02/11167_2015-Sunshine-Law.pdf

I knew what the posters above meant. So should you.
LoriM15 (Florida)
Posts: 1,009
Posted:
Quote:
Posted By AnnaD2 on 07/09/2023 3:04 PM
There are NO "Sunshine Laws" for HOA's. It doesn't apply...ever.

I'm not sure what you mean. Do you mean that the open meeting requirements in FS 720 aren't technically sunshine laws? But you understand that all meetings have to be open (except for the legal and personnel exemptions) and the board can't make decisions via email?

Otherwise, can you explain what you mean?

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