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SusanO3 (California)
Posts: 163
Posted:
Following a lot of helpful information given by posters about "the special meeting to plan the annual meeting" topic, I have decided to go ahead and have a properly notified special meeting. Do I need to include an open forum on the agenda? Sue
JohnC46 (South Carolina)
Posts: 14,265
Posted:
A Special Meeting must have a specific reason. It is no a free for all meeting. I say no open forum but if one is to be held it should be to ask and or comment only about the specific reason the meeting was called.
KerryL1 (California)
Posts: 14,550
Posted:
Yes, Susan. In CA, every open board meeting and every meeting of the members must include an Open Forum on the agenda.

KerryL1 (California)
Posts: 14,550
Posted:
To add to JohnC: Many states now require an Open Forum at HOA Board & members meetings. And many states do NOT allow "free-for-all" types of meetings. I.e., in many states there must be a notice posted in advance listing the item(s) of business. And it/those are the only topics that may be addressed at the meeting by the Board, or by the members if a members meeting.

At our HOA's special meetings of the Board, which almost always has only one item on the agenda, the meeting chair does ask the audience to keep their open forum remarks to that topic. Often ours, like Susan's should be, are very non-controversial with very low attendance.

Hope you found the Davis-stirling.com Election Calculator useful, Susan.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By SusanO3 on 04/30/2024 1:51 PM
I have decided to go ahead and have a properly notified special [board] meeting. Do I need to include an open forum on the agenda? Sue
In California, open forum is required for any open board meeting. I advise you to include this open forum on the agenda.

The President can ask owners to limit their remarks to what is on the agenda, but if the President actually refuses to let someone speak to a topic not on the agenda, and the topic is otherwise a lawful topic, then in my opinion, this violates California statutes.

References (all of which read quickly):
https://www.davis-stirling.com/HOME/O/Open-Forums
https://www.davis-stirling.com/HOME/Statutes/Civil-Code-4925
https://www.davis-stirling.com/HOME/Statutes/Civil-Code-4930
KerryL1 (California)
Posts: 14,550
Posted:
True in CA--any owner can bring up any topic in Open Forum . Good to keep in mind, though extremely unlikely to happen due to low attendance. Just in case-- state on the agenda that open forum comments will be limited to 2 minutes. That way, if someone decides to talk totally about some random stuff, you all won't have to listen for long.

In my 14 years of planning meetings for the annual meeting in CA, it's the most boring set of decisions we directors had to make.
SusanO3 (California)
Posts: 163
Posted:
Thank you all so much. Sue
RileyS (California)
Posts: 55
Posted:
Our bylaws have an 'order of business' section regarding meetings of members

- roll call to dete1mine the voting power represented at the meeting
- proof of notice of meeting or waiver of notice;
- reading of minutes of preceding meeting;
- reports of officers;
- reports of committees;
- election of inspector of election (at annual meetings or special meetings· held-for such purpose);
- election of Directors (at annual meetings or special meetings held for such purpose);
- unfinished business; and
- new business.
TerriS6 (California)
Posts: 3,284
Posted:
If the president asked homeowners to limit their open forum topics IN ANY WAY, it would be a violation of law. Throw the bum out!
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/01/2024 9:16 AM
If the president asked homeowners to limit their open forum topics IN ANY WAY, it would be a violation of law. Throw the bum out!
Nah. Example: Owner John Smith repeatedly refers to the Chinese-American residents in the HOA using a derisive racial slur. The president has a legal obligation/duty to shut Smith down.
KerryL1 (California)
Posts: 14,550
Posted:
How interesting, Riley. Does the Board actually have all those reports given at the Ann. Mtg.??

I assume your Election Rules show the Board's selection of the inspectors of election far sooner than the Ann. Mtg. One reason is some (many?) CA HOAs hire firms to be the inspectors so that must be done weeks before the Ann. Mtg.

And nowadays with Cali's gawdhideous election requirements, the board must make many decisions way ahead of the ann. mtg.

Perhaps Terri & Elle would be happy if the president at a special meeting of the Board. --where a tiny # of attendees are present-- announces "We'd prefer comments that relate to the agenda topic of this meeting. Thank you."

Presidents at my HOA have asked attendees at special meeting to limit their comments/remarks to the agenda topic for the 18 years I've attended such meetings. Some of these presidents were excellent. Some were horrible. Asking owners to limit their remarks in special meetings would rank really low on a scale that measures a president's performance.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By KerryL1 on 05/01/2024 10:56 AM
Perhaps Terri & Elle would be
Perhaps you could re-read my remarks and see that I do not agree with Terri's comments. I do agree with yours, so far. Asking is one thing. Requiring is another.
TerriS6 (California)
Posts: 3,284
Posted:
When an agenda item is being discussed, and the board invites comments from the membership, asking to stay on topic is appropriate. But open forum belongs to the membership and members are free to discuss any topic. Elle's example of improper speech is absurd.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/01/2024 11:51 AM
Elle's example of improper speech is absurd.
You are young indeed. (You are welcome.)
TerriS6 (California)
Posts: 3,284
Posted:
The subject was topics, not manner of speech.
AidylP1 (California)
Posts: 108
Posted:
Quote:
Posted By TerriS6 on 05/01/2024 9:16 AM
If the president asked homeowners to limit their open forum topics IN ANY WAY, it would be a violation of law. Throw the bum out!

And what law would be broken?
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/01/2024 5:09 PM
The subject was topics, not manner of speech.
Yup, and John Smith wants to tell the board that the [fill in racial slur] neighbor of his and the [fill in racial slur] manager are ignorant and need to be evicted and fired, respectfully, because [fill in racial slur] always do ____.

As well the board can set reasonable time limits. Owners cannot go on and on forever, even if they talk exclusively about HOA topics. Guess why.
RileyS (California)
Posts: 55
Posted:
Kerry
Those topics are what is supposed to occur at a members meeting. Real life, all they do is count ballots if we have enough ballots to meet quorum.

Yes, they announce IoE contract months in advance

Interesting legal section I came across the other day. We have been paying our IoE to count ballots via zoom, since it is cheaper. Take a look at this:

Corporations Code section 7510(f)

"A corporation shall not conduct a meeting of members solely by electronic transmission by and to the corporation, electronic video screen communication, conference telephone, or other means of remote communication unless one or more of the following conditions apply: (A) all of the members consent"

https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?secti7510&lawCode=CORP
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By ElleN on 05/01/2024 6:14 PM
Posted By TerriS6 on 05/01/2024 5:09 PM
The subject was topics, not manner of speech.
Yup, and John Smith wants to tell the board that the [fill in racial slur] neighbor of his and the [fill in racial slur] manager are ignorant and need to be evicted and fired, respectfully, because [fill in racial slur] always do ____.

As well the board can set reasonable time limits. Owners cannot go on and on forever, even if they talk exclusively about HOA topics. Guess why.

We know the board can set time limits for open forum. They cannot limit topics raised in open forum. I have never heard anyone express the type of example you gave.
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By AidylP1 on 05/01/2024 5:18 PM
Posted By TerriS6 on 05/01/2024 9:16 AM
If the president asked homeowners to limit their open forum topics IN ANY WAY, it would be a violation of law. Throw the bum out!


And what law would be broken?

Civil Code section 4925(b) there is no limitation on speech as well as the California Constitution.
TerriS6 (California)
Posts: 3,284
Posted:
Civil Code 4955, association can be fined $500. for each violation of the Open Meeting Act - in small claims court. Try to muzzle a member? Pay the fine.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
So you mean if the HOA is taken to court over this then just the board pays right Terri NOT every member... Considering that a HOA is only funded by it's members.

Former HOA President
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/02/2024 4:52 AM
Civil Code 4955, association can be fined $500. for each violation of the Open Meeting Act - in small claims court. Try to muzzle a member? Pay the fine.
Yeah everyone knows you believer owners can say anything they want at board meetings and owners' meetings and face no consequences. You are some kind of First Amendment absolutist.

But it just ain't so.

TerriS6 (California)
Posts: 3,284
Posted:
True to form, ElleN is misrepresenting what posters write - intentionally to derail the thread. I never said members can say whatever they want. I write that members can speak on any topic they want. They are not confined to speaking on agenda items, or speaking about topics other than is what is on the agenda.
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By MelissaP1 on 05/02/2024 7:23 AM
So you mean if the HOA is taken to court over this then just the board pays right Terri NOT every member... Considering that a HOA is only funded by it's members.

The board should pay close attention to how it runs meetings; otherwise, it could be risking association funds.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/02/2024 10:38 AM
I write that members can speak on any topic they want.
The board can lawfully shut down topics that, if spoken in front of others, may result in liability to the HOA.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
You mean your funds you contributed to the HOA in form of your dues? Is that how it's paid again?

Former HOA President
AidylP1 (California)
Posts: 108
Posted:
Quote:
Posted By TerriS6 on 05/01/2024 8:46 PM
Posted By AidylP1 on 05/01/2024 5:18 PM
Posted By TerriS6 on 05/01/2024 9:16 AM
If the president asked homeowners to limit their open forum topics IN ANY WAY, it would be a violation of law. Throw the bum out!


And what law would be broken?


Civil Code section 4925(b) there is no limitation on speech as well as the California Constitution.

Where in Civil Code 4925(b) does it say there is NO limit on speech?
TerriS6 (California)
Posts: 3,284
Posted:
The only limit is optional and that is the time members can speak. There is no other limit in the law.
TerriS6 (California)
Posts: 3,284
Posted:
Actually it says the board shall establish a reasonable TIME limit. No other limit.
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By MelissaP1 on 05/02/2024 10:52 AM
You mean your funds you contributed to the HOA in form of your dues? Is that how it's paid again?

It's not a contribution; it's a tax. Board members have a fiduciary duty to make good decisions and not risk that money.
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By ElleN on 05/02/2024 10:45 AM
Posted By TerriS6 on 05/02/2024 10:38 AM
I write that members can speak on any topic they want.
The board can lawfully shut down topics that, if spoken in front of others, may result in liability to the HOA.

Like what?
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By AidylP1 on 05/02/2024 12:17 PM
Posted By TerriS6 on 05/01/2024 8:46 PM
Posted By AidylP1 on 05/01/2024 5:18 PM
Posted By TerriS6 on 05/01/2024 9:16 AM
If the president asked homeowners to limit their open forum topics IN ANY WAY, it would be a violation of law. Throw the bum out!


And what law would be broken?


Civil Code section 4925(b) there is no limitation on speech as well as the California Constitution.


Where in Civil Code 4925(b) does it say there is NO limit on speech?
On the nose.

Just as the First Amendment is not absolute, so too is this statute section.

Anyone thinking threatening speech; discriminatory speech (as protected by fair housing law); or defamatory speech, among other types of speech, is lawful and fully protected by any statute or constitution is posting 'fake news.'
TerriS6 (California)
Posts: 3,284
Posted:
Totally beside the point. It is understood that certain types of speech don’t belong. In an HOA meeting. Any topic is OK on or off agenda.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/02/2024 2:23 PM
It is understood that certain types of speech don’t belong.
Now you are starting to get it.

Our TerriS6, objecting to certain speech spoken at board meetings:

https://www.hoatalk.com/Search/ForumSearch/tabid/87/forumid/1/postid/348873/view/topic/Default.aspx

https://www.hoatalk.com/Search/ForumSearch/tabid/87/forumid/1/postid/350269/view/topic/Default.aspx
TerriS6 (California)
Posts: 3,284
Posted:
No. The issue was whether or not members have to stick to the agenda when commenting at open forum. The answer is No.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/02/2024 3:05 PM
The issue was whether or not members have to stick to the agenda when commenting at open forum. The answer is No.
We agree that owners can speak to items not on the agenda, as long as they do not cross certain boundaries (e.g. defamation, harassment violating fair housing law, executive session matters concerning someone other than the speaker's household, and so on).
KerryL1 (California)
Posts: 14,550
Posted:
Remember this is about special meetings of the Board. I wrote the meeting presider certainly can say: "And now, Open Forum. We prefer you stick to this special meeting's agenda item. Thank you!' The Board already could have made a 2-minute limit policy.

ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By KerryL1 on 05/02/2024 4:12 PM
Remember this is about special meetings of the Board. I wrote the meeting presider certainly can say: "And now, Open Forum. We prefer you stick to this special meeting's agenda item. Thank you!' The Board already could have made a 2-minute limit policy.
Do you need my stamp of approval for this line or something?

The proposed language above is perfect AFAIC.

TerriS6 (California)
Posts: 3,284
Posted:
4925(b) open forum applies to every board meeting except executive sessions. Open forum means open forum.
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By ElleN on 05/02/2024 3:20 PM
Posted By TerriS6 on 05/02/2024 3:05 PM
The issue was whether or not members have to stick to the agenda when commenting at open forum. The answer is No.
We agree that owners can speak to items not on the agenda, as long as they do not cross certain boundaries (e.g. defamation, harassment violating fair housing law, executive session matters concerning someone other than the speaker's household, and so on).

Those are your made-up rules, not the law.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
Our Articles of Incorporation detailed what we had to cover at our meetings...

Former HOA President
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By TerriS6 on 05/02/2024 6:17 PM
Posted By ElleN on 05/02/2024 3:20 PM
Posted By TerriS6 on 05/02/2024 3:05 PM
The issue was whether or not members have to stick to the agenda when commenting at open forum. The answer is No.
We agree that owners can speak to items not on the agenda, as long as they do not cross certain boundaries (e.g. defamation, harassment violating fair housing law, executive session matters concerning someone other than the speaker's household, and so on).


Those are your made-up rules, not the law.
Nonsense once again.

You keep posting your fake news; hurting people who come here looking for serious help; and wasting thread space. I will rebut you early and often.
KerryL1 (California)
Posts: 14,550
Posted:
Say, Terri, neither you nor I nor Elle is qualified to interpret Calif. Civil Code about HOAs. In my case, I defer to real HOA attorneys. Davis-stirling.com has a lot of them & one partner in the firm, Larry Stirling, is the main author of the Davis-Stirling Open Meeting act. Over maybe 10 years I've turned to that site many times. And sometimes to others. Here's what their author says, as you well know, in part about Open Forum

"For example, topics should not:

involve matters outside the board's authority,
be defamatory, indecent, abusive, or involve personal attacks or threats, legal or otherwise,
involve personnel issues,
involve the disclosure of confidential information,
maintenance issues can be raised during open forums but are often better addressed in writing with the management company."

So the Policy our Board has on the back of every open-meeting agenda states near the end (along with the 2-minute limit).

"Ideas for improving [my HOA] or concerns about Board policy are acceptable.

Berating any individual director, homeowner, or manager will not be tolerated.

We ask that maintenance items be reported to management outside of meetings."

The last is sometimes ignored & usually lightly responded to by our PM, depending. I suspect that even when a "preference" is stated to stick with the Special Meeting topic in open forum, that most of the presidents of my board or a relevant de director or the PM would respond, staying within the law on permissible responses. BUT, my HOA j has had, and I know about from this forum that there are rude, ignorant, dictatorial presidents who behave otherwise.

KerryL1 (California)
Posts: 14,550
Posted:
Say, Riley, I need to look into this further tomorrow. But my understanding is your HOA's Election Rules should guide this. More import, Civil Code trumps Corp. Code in the matter of HOA elections. So see, I think, something like Civ. 5100, to tell you all you need to know.

Owners must be able to watch the IoEs tabulate the ballots. How to do that on Zoom? I also think that Elections still must be held in a physical place open to owners.

Yes, Our Ann. Mtg too is always just elections of directors & sometimes a modest gift for a retiring director. Since our Bylaws don't permit nominations from the floor, there's none of that. We hold Open Forum while ballots ar being tabulated. As part of their retainer, our HOA attorney attends, says a few friendly words, guides the IofEs a little and fields questions from Owners during the Open Forum.

Sorry can't look things up right now-- have a very close UCLA-student relative & have been keeping in touch with her a lot.
TerriS6 (California)
Posts: 3,284
Posted:
Thank you, Kerry. I know you have plenty of experience with meetings. And my comments are always overshadowed (with dark clouds) by having a seriously terrible board leadership. There is actually more vitriol spewed by either board members or homeowners outside of open forum than in open forum itself because we have a chairman who is a milquetoast domineered by his wife.
TerriS6 (California)
Posts: 3,284
Posted:
Problematic that a board thinks so little of open forum that it is scheduled during vote tabulation. Why would there be open forum at a member meeting? Why would two agenda items be conducted simultaneously?
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By KerryL1 on 05/02/2024 7:23 PM
Say, Terri, neither you nor I nor Elle is qualified to interpret Calif. Civil Code about HOAs.
How sad that you think boards should contact the HOA attorney anytime they feel they have to look up something in the Civil Code.

The D-S site is the best there is when it comes to law firm sites that serve to guide a state's HOA/COA board. However even the D-S site's sponsoring law firm messes up on occasion in its interpretations. That's not me correcting the D-S site's attorneys. Instead and most recently, a state appeals court and then the state supreme court said, in so many words, that the D-S site got something majorly wrong (regarding email exchanges among directors, where no decisions were made).

TerriS6 (California)
Posts: 3,284
Posted:
It seems that ElleN believes this forum is his/her personal domain perhaps because he/she has had no successful independent professional life.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
And here comes the loser point of view when Ellen sets them right...

Former HOA President

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