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MaryB10 (California)
Posts: 27
Posted:
Can someone other than the homeowner attend a HOA meeting?
Can a homeowner send his/her representative with proxy power to vote?
Can a homeowner send his/her attorney to attend instead of him/her?
If attending a HOA meeting makes him/her so ill (nerves and upset stomach), can he/she have someone else attend?
Our HOA meetings are getting so emotional...
Thanks.
TracieS (Colorado)
Posts: 460
Posted:
I would say it depends on what your documents say.

MINE say that an owner can designate a proxy...it doesn't specify WHO it can or cannot be. Since MINE don't say it canNOT be an attorney, I think an owner could designate an attorney to vote on his/her behalf.

MINE also call our annual meeting the Annual Meeting of the MEMBERS, but MY documents do NOT say that non-members canNOT attend.

With those questions answered according to my opinion...I have a concern...WHY are your meetings so out of control? With a knowledgeable person running the meeting, there should NOT be outbursts or behaviors that would cause a member to have any type of anxiety issues. Yes, sometimes tempers flare, but the Annual Meeting of the Members is NOT a time to allow flaring tempers!

Or...were you asking about other types of meetings other than the Annual Meeting of the Members?

Also, I'm in Colorado...I'm sure someone else from California will pop on to say something about open meetings laws they have out there... I have NO IDEA about California statutes/laws/etc.
MicheleD (Kentucky)
Posts: 4,491
Posted:
I echo Tracie's comments.

Our documents allow for non-members to attend, they just can't vote (obviously).

Our documents also allow for a Homeowner/member to designate a proxy, and that proxy can be an attorney.

But you would need to review your governing documents AND your state laws regarding those questions.

(Our state laws don't address HOAs or their meetings, so . . . )
MaryA1 (Arizona)
Posts: 7,043
Posted:
Mary,

I checked the CA Davis Stirling Act but could not find any reference to allowing a member's designated rep. to act in their behalf. AZ HOA statutes allow a member's designated rep to attend a meeting and speak in their behalf. I did find a section in the Davis Stirling Act regarding proxies:

1363.03(A) "Proxy" means a written authorization signed by a member or the authorized representative of the member that gives another member or members the power to vote on behalf of that member.

The BOD may allow nonmembers to attend the meeting; however, according to this statute a proxy cannot be given to a nonmember. However perhaps you can mail in your ballot. Most bylaws allow for votes to be cast in person, by proxy or mail in ballot. Check your bylaws to find out exactly how votes may be cast.

I have to wonder what exactly is tranpiring at these meetings that would cause physical problems for you. If attending an HOA meeting causes you to become physically ill, I would certainly suggest you refrain from attending. Unless you are embroiled in a controversy with the BOD, I can't imagine what issue would be so important that you would risk your physical well-being.
RogerB (Colorado)
Posts: 5,067
Posted:
Quote:
Posted By MaryB10 on 08/10/2009 3:48 PM
Can someone other than the homeowner attend a HOA meeting?
Can a homeowner send his/her representative with proxy power to vote?
Can a homeowner send his/her attorney to attend instead of him/her?
If attending a HOA meeting makes him/her so ill (nerves and upset stomach), can he/she have someone else attend?
Our HOA meetings are getting so emotional...
Thanks.

1. It is a private meeting. Only members, those allowed by proxy, and invited or allowed guests may attend.
2, 3, & 4. Depends on your controlling documents. When they allow a member's attorney(proxy) or other allowed proxy may attend, speak, and vote on a member's behalf.
RobertR1 (South Carolina)
Posts: 5,164
Posted:
To all,
Is there a difference between BOD meetings and Members Meetings (usually annual)?

If the documents do not address any of the specifics when a question of this nature arises, can the Board pass a Rule or decree that addresses the specific issue? Would it have to be a document amendment?

It is fairly common for non-members to be present at both kinds of meetings for special reasons. I would think that there presence in some instances could be by Board invitation for a special reason but the invitation would only be for that part of the meeting covering the concern.

I suppose it would all depend on the proxy rules or conditions listed on the proxy how much participation the holder would have in the meeting. I think our documents specify only members can hold proxies. Can a person with POA attend , vote the proxy, and speak? I expect that would depend on what the POA states. Personally, I think there should be strict rules about POA and proxies. I don't like assigned proxies as we know it is abused all the time in order to push specific changes through the meeting, if limits aren't set.

I certainly agree there should be some attempt, in fact it is mandatory, that the Board provide a safe and comfortable atmosphere to conduct meetings. They can and should control the meeting, no doubt about that and this may well be one of those responsibilities of the Board that can result in legal involvement if the Board doesn't.
GlenL (Ohio)
Posts: 5,491
Posted:
Quote:
Posted By MaryB10 on 08/10/2009 3:48 PM
Can someone other than the homeowner attend a HOA meeting?
Can a homeowner send his/her representative with proxy power to vote?
Can a homeowner send his/her attorney to attend instead of him/her?
If attending a HOA meeting makes him/her so ill (nerves and upset stomach), can he/she have someone else attend?
Our HOA meetings are getting so emotional...
Thanks.

MaryB10, I'm sorry your meetings are having such an effect on you but it looks like Davis-Stirling changed it so only another member can hold a proxy, at least for voting purposes. It does allow you to hold your unit as a corporation and appoint a member of the corporation to attend as the representative. The same thing applies for a family trust only in that case only the trustee(s) have standing, the beneficiary of the trust does not. The following speaks specifically to Board Meetings not Annual Meetings but having checked that section, I can find nothing to imply different rules for attendance would apply.

From davis-stirling.com:

Who May Attend Board Meetings

Members. The Open Meeting Act provides that members may attend board meetings. Civil Code §1363.05(b)

Renters & Spouses. Renters, spouses not on title, and other non-members do not have a right to attend board meetings or to address the board. However, many boards allow tenants and non-member spouses to attend board meetings and to address the board during open forum, provided they are not disruptive.

Attorney Limitations. Lawyers representing members or non-members do not have a right to attend board meetings--the right to attend is reserved to members. Civil Code §1363.05(b) Members cannot get around the exclusion by sending their lawyer with a "proxy" since proxies only apply to membership meetings, not board meetings. Moreover, proxies for membership meetings may only be given to members, not to non-members. Civil Code §1363.03(d)(1)(A) Lawyers who are members of the association may attend board meetings if they are attending in their capacity as members, not lawyers. (Bold mine not the web sites)

Disruptive Attendees. Disruptive attendees, despite their membership status, can be removed from meetings.

Studies show that 5 out of 4 people have problems with fractions
TracieS (Colorado)
Posts: 460
Posted:
Quote:
Posted By RobertR1 on 08/11/2009 12:31 AM
To all,
Is there a difference between BOD meetings and Members Meetings (usually annual)?

I certainly agree there should be some attempt, in fact it is mandatory, that the Board provide a safe and comfortable atmosphere to conduct meetings. They can and should control the meeting, no doubt about that and this may well be one of those responsibilities of the Board that can result in legal involvement if the Board doesn't.

RobertR1,
There IS a difference according to my documents. My documents provide different rules for noticing, different quorum requirements, and other things (decisions made without meeting, etc). Of course, for the last 25 years, we've been doing the BOD and the Members meeting together (we only meet once per year). This year was the first year we actually had a REAL BOD meeting...it just followed the Members Meeting.

I concur...the BOD has an absolute responsibility to provide an atmosphere where any member/owner can attend if he/she so chooses. I would also agree, that in today's litigious society, a lawsuit could be brought because of this.
TracieS (Colorado)
Posts: 460
Posted:
Oh, I should have added (why can't we edit!!!??) that we also discuss DIFFERENT business at the BOD and Members meetings. I refer to the meetings as short term and long term. The BOD does the long-term stuff, and the Members meeting does the short-term stuff.
MaryA1 (Arizona)
Posts: 7,043
Posted:
Tracie,

Did I understand you to say your BOD only meets once a year? I know you are a small assn (19 units?), but to only meet once a year seems to me like someone else must be doing the work of the board members.
TracieS (Colorado)
Posts: 460
Posted:
Hi Mary,

Yes, our BOD has only met once per year up to this point. I'm the one person who does all the work. (Pays bills, compliance, walking around picking up litter, depositing dues, legal compliance with CCIOA and our various legislative changes, reviewing documents to send to committee for suggested bylaw/CCR amendments...hmmm...what else...?)

This year, I'm trying to get the BOD to agree to meet quarterly. I'm trying to force it by telling them we could be in legal trouble for not performing our fiduciary responsibility.
TracieS (Colorado)
Posts: 460
Posted:
Also, what are the standard responsibilities of the BOD in a small, self-managed association? We're not big on compliance (sorry, but it's true). Most of our owners pay...the property is small and we have a good landscape guy... Right now, I'm working on Reserve Study, Land Survey for placement of retaining wall, writing some new rules that will need to be approved by BOD, combing through our documents in comparison to statutes to see where our 25 year old documents need attention, and getting ready to file a lien (and possibly force foreclosure) for one unit (yes, I know a lawyer who will do this).

Sorry for high-jacking this thread...
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By TracieS on 08/11/2009 8:56 AM
Also, what are the standard responsibilities of the BOD in a small, self-managed association? We're not big on compliance (sorry, but it's true). Most of our owners pay...the property is small and we have a good landscape guy... Right now, I'm working on Reserve Study, Land Survey for placement of retaining wall, writing some new rules that will need to be approved by BOD, combing through our documents in comparison to statutes to see where our 25 year old documents need attention, and getting ready to file a lien (and possibly force foreclosure) for one unit (yes, I know a lawyer who will do this).

Sorry for high-jacking this thread...

I'm not sure I understand your need to write more rules if your community is not "big" on compliance now.

One of the first things you need to "fix" is that. Either eliminate the clauses that you don't want/need, or enforce compliance of ALL provisions, equally.
MaryA1 (Arizona)
Posts: 7,043
Posted:
Tracie,

I know your position is unique; you're a property owner, a board member and the PM. First of all I don't think your HOA is small enough for self-management, so perhaps you should think about resigning that position. Secondly I really think you need to step back and start letting the board members do their job. You've been way too easy on them. If you were a disinterested PM (not a property owner) everyone would be chasitsing the board for letting you, the PM, run the show. I think I recall you saying you continue to be involved because no one else will do it. Well, have yu ever given anyone else a chance? There are many people with your mindset -- "if I don't do it no one will". Well, I've got news for you, that isn't always the case. Just step down and see what happens. If you're right and no one steps forward then you've proven your point that "no one else will do it" but you've also proven the point that the members of your assn are getting what they deserve. Sometimes I think it worth letting the h/o's know that they have obligations too!!

Tracy, please don't take offense to anything I've said. Frankly, I really admire you for your dedication. You seem like a "take charge" person and I can certainly identify with that. But, by continuing to do all the work you're giving a free pass to all the other h/o's in your HOA, not to mention the board members who "have" obligted themselves to run the assn. Think about it -- do they really deserve it?
RobertR1 (South Carolina)
Posts: 5,164
Posted:
Tracie,
Of course my question had to do with the context of the post (added at end)and the procedures that may differ, between a annual and a board meeting. That is the question, how do they differ.

But after reading Mary's post and your latest, it may help to consider strongly what she is talking about and that is: You may be spreading yourselve too thin. I suspect you know this and figure there is no way out. As Mary says, give it a shot, first the Board and then the membership, ratting the Board out because they won't help. You are formulating a presentation anyway, a couple more lines added like: :If you all don't help, here is your papers, and her are your Books, blah, blad and lay them on the Board table and go sit down. See what happens.

Of course you know from posting here Tracie, we don't always get the whole story, and when I post and ask a question I spin it a little to try and get the information I want. I do, I am not saying you do.
************************************
To all,
Is there a difference between BOD meetings and Members Meetings (usually annual)?

If the documents do not address any of the specifics when a question of this nature arises, can the Board pass a Rule or decree that addresses the specific issue? Would it have to be a document amendment?

It is fairly common for non-members to be present at both kinds of meetings for special reasons. I would think that there presence in some instances could be by Board invitation for a special reason but the invitation would only be for that part of the meeting covering the concern.

I suppose it would all depend on the proxy rules or conditions listed on the proxy how much participation the holder would have in the meeting. I think our documents specify only members can hold proxies. Can a person with POA attend , vote the proxy, and speak? I expect that would depend on what the POA states. Personally, I think there should be strict rules about POA and proxies. I don't like assigned proxies as we know it is abused all the time in order to push specific changes through the meeting, if limits aren't set.

I certainly agree there should be some attempt, in fact it is mandatory, that the Board provide a safe and comfortable atmosphere to conduct meetings. They can and should control the meeting, no doubt about that and this may well be one of those responsibilities of the Board that can result in legal involvement if the Board doesn't.

MaryB10 (California)
Posts: 27
Posted:
Thank you all - I read everyone's comments and I will do some further research regarding our documents.

I really do appreciate everyone's input.

We are a small community of ten homeowners and sometimes being small, works very much against you.

In the case of our officers, it seems one has to be a "friend" to even be heard or otherwise he/she is frankly, not even acknowledged if trying to speak. Forget about trying to offer help or anything...they are the "chosen ones". If you are not 'in their circle' then you are ignored. It's as simple as that.

It's all too much to sit and bear.

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