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BernardH (Virginia)
Posts: 28
Posted:
We have paid our quarterly routine assessments using a direct debit program from our bank but we have never been mailed to our address all documents, correspondences, invoices and notices relating to the charges, as required by Owners Association/Resolution on assessments/Section I: Routine collection/B.
The management send a booklet of coupons at the end of the year (for those paying by check) and the 2 previous years budget are shown during the annual meeting.

I contacted the management company, by email, by phone but I have been told that this information are for board members only.

I am new board member and having detailed information about expenses is a continual fight. However old hats members are better informed.

I informed the board members about this issue but do not have an answer from them.

Any advice regarding how the management company and board silence being broken?

GeraldT4
Posts: 1,022
Posted:
BernardH - You state you are using a direct debit program. Your Resolution on Assessments Section I states management will send a booklet of coupons at the end of the year for those paying by check. Plus the 2 previous year's budgets are shown during the annual meeting. So...not sure what it is you are expecting to be sent to your home address? Doesn't seem anything is required based upon what you've posted.

Budgets are a different story. Budgets are not just for board members only. All owners should be provided copies or access to the budgets. Sometimes it requires the owner provide a written request. Since you are a board member you most certainly should be provided previous year's budgets as well as be involved in all discussions on ratifying the upcoming budget. Your association budget year may not be on the calendar year January to December, it could be from May to May for example.
PaulM (Pennsylvania)
Posts: 1,347
Posted:
BernardH: You state as a homeowner you have paid your quarterly assessments using the direct debit system; also, that you believe you are due "all documents, correspondences, invoices and notices relating to the charges, as required by Owners Association/Resolution on assessments/Section I: Routine collection/B." I don't know what this would allow you as a homeowner.

IF you are a Board member, you should, as a matter of your role and responsibility, be privy to this information as any other Board member would be, for the purpose of discussion, review and for the Board to come to an understanding together on actions to be taken.

Did you inform your mgmt. company that you are now a Board member and to adjust their records? Are you also, as a new Board member, being given adequate information on Board meeting dates, issues for discussion, budget concerns, etc. You need to be proactive in ensuring that as a new Board member you are brought up to speed on matters of importance now and for the future during your time as an active Board member.

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