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HenryD3 (Florida)
Posts: 49
Posted:
This is part of a draft corporate resolution being reviewed by our HOA.
Has other HOAs needed to restrict the number of questions they receive? One homeowner was asking alot of questions about the new budget.

1. Inquiries. An inquiry from a Lot Owner (an "Inquiry") must be in writing and
sent in accordance with Section 720.303, Florida Statutes. An inquiry shall be limited to no
more than 4 separate questions or requests for information. Each part of a multi-part question or
request shall be deemed a separate question. For example, an Inquiry asking¡"[A]re there plans
to refurbish the Clubhouse and if so when, how will it be paid for and what persons or committee
will decide on the decor?" includes 4 separate questions, and constitutes an "Inquiry." To the
extent any inquiry seeks a response to more than 4 questions; it shall be deemed an additional
Inquiry. For example: if the Association receives an Inquiry from a Lot Owner on July 1 that
contains 6 questions, then that Inquiry will be considered as two separate Inquiries, the first 4
questions constituting one Inquiry and the next two questions being a second Inquiry.

2. Frequency and Response. The Association is obligated to respond only to one
(1) Inquiry per Lot in any given 30-day time period. If any additional Inquiries are received
from the same Lot, the Association need not respond before the end of the 30-day period
following the last date on which the Association could have timely responded to the Inquiry last
received from such Lot.

MelissaP1 (Alabama)
Posts: 13,836
Posted:
Fancy way of telling one to shut up and stop asking so many questions? LOL... Let's do this instead. Why not tell the person they can come view and make their own copy of the financials and OFFICIAL meeting notes? If they have any more questions then come to a meeting where all items are discussed. You can make them pay for the expense of providing copies but otherwise they have the right to view/make their own copies.

Then tell them they now have the SAME information the board has and can answer their own questions... The decision making is up to the board.

Former HOA President
SheliaH (Indiana)
Posts: 6,964
Posted:
You can also post income-expense statements on your community website, along with board meeting minutes - that can save everyone time.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Henry

You all are sounding like retired school teachers laying down your law to a bunch of kids.
LoriM15 (Florida)
Posts: 1,009
Posted:
You obviously have a communication problem between the board and the community. In our large community, also under FS 720, we have a monthly board meeting where we allow questions on any item on the agenda and usually have an open question section. We post our financials and board meeting minutes on our website (required by FS 720). We not only email out the proposed budget in advance (not required but as a courtesy) but hold an official budget workshop to answer questions.

There should be no secrets other than personnel issues and legal issues. What does it say to the community that they can't ask all the questions they want? In your case, with the person asking a lot of questions, why not have a personal meeting with them and answer their questions? Yes, some people are annoying and a lot of people are negative, but you don't win over people by limiting the number of questions they can ask.

DouglasK1 (Florida)
Posts: 2,046
Posted:
Quote:
Posted By HenryD3 on 10/01/2023 7:11 AM
This is part of a draft corporate resolution being reviewed by our HOA.
Has other HOAs needed to restrict the number of questions they receive? One homeowner was asking alot of questions about the new budget.

1. Inquiries. An inquiry from a Lot Owner (an "Inquiry") must be in writing and
sent in accordance with Section 720.303, Florida Statutes.

I am not aware that FS 720 has any guidance for inquiries, or has any verbiage around inquiries and how or even whether they need to be responded to.

720.303 does however give members the right to inspect and copy records of the association. Just stop responding to inquiries and allow members to inspect the records according to the law.
The association may adopt reasonable written rules governing the frequency, time, location, notice, records to be inspected, and manner of inspections, but may not require a parcel owner to demonstrate any proper purpose for the inspection, state any reason for the inspection, or limit a parcel owner’s right to inspect records to less than one 8-hour business day per month. The association may impose fees to cover the costs of providing copies of the official records, including the costs of copying and the costs required for personnel to retrieve and copy the records if the time spent retrieving and copying the records exceeds one-half hour and if the personnel costs do not exceed $20 per hour.

If you want to create a resolution, do so to adopt the "reasonable written rules" referenced by the law.

Escaped former treasurer and director of a self managed association.
BillD16 (Texas)
Posts: 971
Posted:
Quote:
Posted By HenryD3 on 10/01/2023 7:11 AM
This is part of a draft corporate resolution being reviewed by our HOA.
Has other HOAs needed to restrict the number of questions they receive? One homeowner was asking alot of questions about the new budget.

1. Inquiries. An inquiry from a Lot Owner (an "Inquiry") must be in writing and
sent in accordance with Section 720.303, Florida Statutes. An inquiry shall be limited to no
more than 4 separate questions or requests for information. Each part of a multi-part question or
request shall be deemed a separate question. For example, an Inquiry asking¡"[A]re there plans
to refurbish the Clubhouse and if so when, how will it be paid for and what persons or committee
will decide on the decor?" includes 4 separate questions, and constitutes an "Inquiry." To the
extent any inquiry seeks a response to more than 4 questions; it shall be deemed an additional
Inquiry. For example: if the Association receives an Inquiry from a Lot Owner on July 1 that
contains 6 questions, then that Inquiry will be considered as two separate Inquiries, the first 4
questions constituting one Inquiry and the next two questions being a second Inquiry.

2. Frequency and Response. The Association is obligated to respond only to one
(1) Inquiry per Lot in any given 30-day time period. If any additional Inquiries are received
from the same Lot, the Association need not respond before the end of the 30-day period
following the last date on which the Association could have timely responded to the Inquiry last
received from such Lot.


The "optics" (as the kids say today) on this are *terrible*.

"Okay, hi all. So, I get four questions?"

"Yes, that's number one."

"Wait - are you serious?"

"Yes, that's number two."

"You can't do this! (Can they do this?)"

"Yes we can. Your last question, please?"

"If I ask you a question you can't answer, will you all die?"

"No. Thank you for your questions. Next!"

Bill

HOA Board ex-President
Austin, Texas USA

“You can’t put too much water in a nuclear reactor”
AidylP1 (California)
Posts: 173
Posted:
You know that would handcuff Terri.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Henry,

I personally think that if you present this resolution to the membership, the board will cause more issues vs. limiting them.

As has been said, the optics are terrible and it sounds like the board doesn't want transparency.

A better option would have been to invite that one individual to speak with the Treasurer/MC outside of the meeting so the meeting can move forward.

LizD3 (California)
Posts: 200
Posted:
The Association serves on behalf of the owners which means the owners can ask all the reasonable questions they wish. In fact, they should be encouraged to do so.

And it is never a good idea to silence people who have a right to speak. This will most certainly create far more problems than you are attempting to eliminate. (As if policing the quantity of questions was not problem enough.)

Perhaps you can form a budgetary committee and invite this person to serve (they are not going to drill you about a budget they helped create). Or perhaps your Treasurer could sit with this person for an hour and explain the budget.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By HenryD3 on 10/01/2023 7:11 AM
This is part of a draft corporate resolution being reviewed by our HOA.
Has other HOAs needed to restrict the number of questions they receive? One homeowner was asking alot of questions about the new budget.
The policy you posted (implemented via a resolution) is one of the few I have seen. I looked at what FS 720 says on this, and FS 720 certainly allows the HOA to limit the frequency of the number of records requests, as long as the limit is reasonable.

For what it is worth, I think the policy is fine and fair to both the HOA (so as not to burden the manager too much) and the owner (ensuring he/she gets his/her questions answered, though maybe not as quickly as he/she would like).

As others here indicated, the chances are high that the owner making the requests has little understanding of budgeting for a HOA, and in particular, what a reserve fund is.
KerryL1 (California)
Posts: 14,550
Posted:
Having just finished shepherding our 200+ Unit high rise through examining all of it 20 pages of Rules & Regs,-- governing documents in CA HOAs, and adding some and deleting some, and gaining Board approval of it, I think that the the above "resolution" is not a board policy resolution at all, but a Rule. And it is not reasonable as most posters showed. CAI has an excellent list of Rules Do's & Don't' that I don't have handy, and the sample fails in a few ways.

It restricts and limits members (owners conduct). I don't know if FL 720 has a definition of Rules & Regs or has requirements about the Board making new ones. In CA, proposed rules must go to owners for a 28-day period of comment before the Board can vote on it. Calling it a "resolution," imo, is inaccurate. That a board member or someone else spent so much time writing such a lengthy, overbearing rule is astonishing and makes it seem that this board has no other matters to attend to?

Boards should not make a Rule because ONE owner is a pain or because there is ONE incident* Simply do as most seasoned board members here advise and place all of the permitted financials & the docs on a protected web site as most HOAs do nowadays. The PM or treasurer meeting with this person for 15 minutes also might help a lot.

If the owner is taking up too much meeting time at Open Forum in Board meetings, the Board can make a simple rule for open forum meetings that limits the owner's questions to one at a time about Assoc matters. The person's second question waits until all other owners have had a chance to ask questions. this woks very ell in our HOA.

*Our worst board member for trying to make picky silly rules in an our recent update had two. They weren't long but "unnecessary" and "unenforceable." "Workers in Units may not eat their meals in our common areas or take breaks in our lobbies." this already is in every contract I've seen, but this director saw a man in work overalls eating his lunch in our common area.

This director's other contribution was: "No one under the age of 14 may be in any common areas unaccompanied by someone 18 years of age or older." This means that a 10 or 12 y.o. should not hav been permitted to ride an elevator to pick up the family's mail in the lobby mailroom or even walk down his floor's hallway to empty their trash in the Refuse Room. It made even less sense given we rarely hav had more than perhaps 8 children between say, 8 & 14. No, not JohnC's teachers, but a retired architect..

HenryD3 (Florida)
Posts: 49
Posted:
Quote:
Posted By SheliaH on 10/01/2023 9:35 AM
You can also post income-expense statements on your community website, along with board meeting minutes - that can save everyone time.

Shelia,
Those documents are on the website.
I maintain the website.
HenryD3 (Florida)
Posts: 49
Posted:
Quote:
Posted By JohnC46 on 10/01/2023 9:39 AM
Henry

You all are sounding like retired school teachers laying down your law to a bunch of kids.

John,
I posted the piece of the document to see what others think.
I am opposed to the rule changes but the Board is a bunch of OLD, GRUMPY people.
Henry
HenryD3 (Florida)
Posts: 49
Posted:
Quote:
Posted By LoriM15 on 10/01/2023 9:43 AM
You obviously have a communication problem between the board and the community. In our large community, also under FS 720, we have a monthly board meeting where we allow questions on any item on the agenda and usually have an open question section. We post our financials and board meeting minutes on our website (required by FS 720). We not only email out the proposed budget in advance (not required but as a courtesy) but hold an official budget workshop to answer questions.

There should be no secrets other than personnel issues and legal issues. What does it say to the community that they can't ask all the questions they want? In your case, with the person asking a lot of questions, why not have a personal meeting with them and answer their questions? Yes, some people are annoying and a lot of people are negative, but you don't win over people by limiting the number of questions they can ask.


Lori,
Thank you. I totally agree.
Sadly, the two paragraphs I posted in this thread are the start of a 5 page document. The document is currently under embargo and will be distributed at a meeting on Wednesday.
Last month the Board reduced our meetings to 7 meetings a year. The meetings are restricted by requiring anyone who wants to speak at the meetings to signup before the meeting, identifying what agenda item they are requestiong "3 minutes" to speak.
The minutes from a meeting are posted approx 5 weeks after the meeting - the Board waits until the minutes from the prior meeting is accepted/approved.
Thank you

Henry
HenryD3 (Florida)
Posts: 49
Posted:
Quote:
Posted By BillD16 on 10/01/2023 1:03 PM
Posted By HenryD3 on 10/01/2023 7:11 AM
This is part of a draft corporate resolution being reviewed by our HOA.
Has other HOAs needed to restrict the number of questions they receive? One homeowner was asking alot of questions about the new budget.

1. Inquiries. An inquiry from a Lot Owner (an "Inquiry") must be in writing and
sent in accordance with Section 720.303, Florida Statutes. An inquiry shall be limited to no
more than 4 separate questions or requests for information. Each part of a multi-part question or
request shall be deemed a separate question. For example, an Inquiry asking¡"[A]re there plans
to refurbish the Clubhouse and if so when, how will it be paid for and what persons or committee
will decide on the decor?" includes 4 separate questions, and constitutes an "Inquiry." To the
extent any inquiry seeks a response to more than 4 questions; it shall be deemed an additional
Inquiry. For example: if the Association receives an Inquiry from a Lot Owner on July 1 that
contains 6 questions, then that Inquiry will be considered as two separate Inquiries, the first 4
questions constituting one Inquiry and the next two questions being a second Inquiry.

2. Frequency and Response. The Association is obligated to respond only to one
(1) Inquiry per Lot in any given 30-day time period. If any additional Inquiries are received
from the same Lot, the Association need not respond before the end of the 30-day period
following the last date on which the Association could have timely responded to the Inquiry last
received from such Lot.



The "optics" (as the kids say today) on this are *terrible*.

"Okay, hi all. So, I get four questions?"

"Yes, that's number one."

"Wait - are you serious?"

"Yes, that's number two."

"You can't do this! (Can they do this?)"

"Yes we can. Your last question, please?"

"If I ask you a question you can't answer, will you all die?"

"No. Thank you for your questions. Next!"

Bill

Funny if it was not so sad.
Henry
HenryD3 (Florida)
Posts: 49
Posted:
Quote:
Posted By TimB4 on 10/02/2023 4:25 AM
Henry,

I personally think that if you present this resolution to the membership, the board will cause more issues vs. limiting them.

As has been said, the optics are terrible and it sounds like the board doesn't want transparency.

A better option would have been to invite that one individual to speak with the Treasurer/MC outside of the meeting so the meeting can move forward.


TimB,
I totally agree with you. I am very frustrated with the board who are upsetting most the community and then asking why they cannot get any volonteers.
Henry
ElleN (Idaho)
Posts: 4,420
Posted:
Florida statute section FS 730.303(c) says in part:

The association may adopt reasonable written rules governing the frequency, time, location, notice, records to be inspected, and manner of inspections, but may not require a parcel owner to demonstrate any proper purpose for the inspection, state any reason for the inspection, or limit a parcel owner’s right to inspect records to less than one 8-hour business day per month.


The statute section allows reasonable rules about the frequency of records inspections.

It appears the majority here believe that boards have no right to limit the frequency.

I do not buy this.
TimB4 (Tennessee)
Posts: 21,059
Posted:
That section specifically specifies inspection of the records.

That translates to me that a member can't be demanding to see the records every day (worst case).

Henry's posted resolution, as I read it, is about simply asking questions about the data provided or the decisions made.

Two very different things from my perspective.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TimB4 on 10/03/2023 5:49 AM

Henry's posted resolution, as I read it, is about simply asking questions about the data provided or the decisions made.
Good point AFAIC. To review what this proposed resolution says:
Quote:
Posted By HenryD3 on 10/01/2023 7:11 AM
This is part of a draft corporate resolution being reviewed by our HOA.
Has other HOAs needed to restrict the number of questions they receive? One homeowner was asking alot of questions about the new budget.

1. Inquiries. An inquiry from a Lot Owner (an "Inquiry") must be in writing and
sent in accordance with Section 720.303, Florida Statutes. An inquiry shall be limited to no
more than 4 separate questions or requests for information. Each part of a multi-part question or
request shall be deemed a separate question. For example, an Inquiry asking¡"[A]re there plans
to refurbish the Clubhouse and if so when, how will it be paid for and what persons or committee
will decide on the decor?" includes 4 separate questions, and constitutes an "Inquiry." To the
extent any inquiry seeks a response to more than 4 questions; it shall be deemed an additional
Inquiry. For example: if the Association receives an Inquiry from a Lot Owner on July 1 that
contains 6 questions, then that Inquiry will be considered as two separate Inquiries, the first 4
questions constituting one Inquiry and the next two questions being a second Inquiry.

2. Frequency and Response. The Association is obligated to respond only to one
(1) Inquiry per Lot in any given 30-day time period. If any additional Inquiries are received
from the same Lot, the Association need not respond before the end of the 30-day period
following the last date on which the Association could have timely responded to the Inquiry last
received from such Lot.

In my opinion Florida statutes do not require boards or managers to respond to any owner's "inquiry" that does not include a records request or request for an estoppel certificate or similar documents required for an owner to complete the sale of a home.

In Florida, owners have the right to speak at board meetings. But there is no requirement for the board to respond.

My conclusion is that in being willing to respond to inquiries that comply with the format given in the proposed resolution, the board is being incredibly generous. If I were on this board, the reason I would now vote against this resolution is because it creates owner rights that do not exist in the governing documents and state law, adding work for the board and management. Worse, there are other avenues for owners' to get information that are protected by statute, the bylaws and covenants. To illustrate: The proposed resolution has an example of an inquiry concerning clubhouse renovations. Note that an owner should be able to get the answers to this question, and similar ones, via records requests, including requesting minutes of meetings and attending meetings in person.
SheliaH (Indiana)
Posts: 6,964
Posted:
Quote:
Posted By HenryD3 on 10/02/2023 9:24 PM
Posted By SheliaH on 10/01/2023 9:35 AM
You can also post income-expense statements on your community website, along with board meeting minutes - that can save everyone time.


Those documents are on the website.
I maintain the website.

In that case, instead of limiting the number of questions (which will never work, nor should it), the board should consider the type of questions it's received lately and perhaps post a "question of the month" or other feature on the website. If several people have asked the same question, you can address it here. It may not stop everything, but the more information you give to the homeowners, the better. As others have said, that doesn't mean people will be happy with all the board's decisions, but between reading board meeting minutes and reviewing income-expense statements, they should be able to get a good idea of what leads to them. If they have a better idea, they can always bring that to the board - and the board should listen because people DO come up with an approach or issue they hadn't thought of. Nothing the board does should ever be a surprise to the homeowners.

The CAI website once suggested boards consider a type of quarterly "board office hours", where two or three board members would sit in the clubhouse or wherever for 1-2 hours and field questions from homeowners who stop by. It's not the place for detailed conversations, but people could bring a list of questions and those could be referred to the board or property manager for follow-up.

Or you could do a sort of "Prime Minister's Questions" on a quarterly basis. If you've ever watched C-Span, they have this on twice a week, where Britain's Prime Minister responds to any question from members of the House of Commons (their version of the House of Representatives in Congress). I think most people watch for the entertainment quality because those folks can be extremely sarcastic/snarky with the questions and the Prime minister will respond in kind. The Speaker will chime in to keep order and he can be just as candid (when John Bercow was the speaker, he was hilarious)

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius

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