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DonnaS (Tennessee)
Posts: 5,671
Posted:

We did some volunteer work on site this week for a National program. Anyone wishing to work with this is required to sign a waiver of release prior to beginning any volunteer work. We have discussed HOA members volunteering to do work within the HOA but everyone fears being sued. Below is the paper that we were required to sign. It is a legal document so I wondered if something like this would also work for volunteers doing HOA work or is it overkill ? Where are the lawyers when we need them?

READ CAREFULLY! THIS IS A LEGAL DOCUMENT THAT AFFECTS YOUR LEGAL RIGHTS!

This Release and Waiver of Liability (the ā€œReleaseā€) executed on this ___ day of _______________, 20__, by
________________________ (the ā€œVolunteerā€) ( The name of the corp) nonprofit corporation, their directors, officers, employees, and agents

The Volunteer desires to work as a volunteer for and engage in the activities related to being a volunteer (the ā€œActivitiesā€). (list of activities)

The Volunteer hereby freely, voluntarily, and without duress executes this Release under the following terms:

1. Release and Waiver. Volunteer does hereby release and forever discharge and hold harmless (corp name)and its successors and assigns
from any and all liability, claims, and demands of whatever kind or nature, either in law or in equity, which arise or may hereafter arise
from Volunteer’s Activities (corp name)
Volunteer understands that this Release discharges (Corp Name) from any liability or claim that the Volunteer may have against (corp name) with
respect to any bodily injury, personal injury, illness, death, or property damage that may result from Volunteer’s Activities
whether caused by the negligence of (corp name) or its officers, directors, employees, or agents or otherwise. Volunteer also understands that
(Corp name) does not assume any responsibility for or obligation to provide financial assistance or other assistance, including but not limited to
medical, health, or disability insurance in the event of injury or illness.

2. Medical Treatment. Volunteer does hereby release and forever discharge (XX) from any claim whatsoever which arises or may
hereafter arise on account of any first aid, treatment, or service rendered in connection with the Volunteer’s Activities
.
3. Assumption of the Risk. The Volunteer understands that the Activities included work that may be hazardous to the Volunteer,
Volunteer hereby expressly and specifically assumes the risk of injury or harm in the Activities and releases (XX)
from all liability for
injury, illness, death, or property damage resulting from the Activities.

4. Insurance. The Volunteer understands that,( XX) does not carry or maintain
health, medical, or disability insurance coverage for any Volunteer.
Each Volunteer is expected and encouraged to obtain his or her own medical or health insurance coverage.

6. Other. Volunteer expressly agrees that this Release is intended to be as broad and inclusive as permitted by the laws of the State of (XX)
and that this Release shall be governed by and interpreted in accordance with the laws of the State of (XX). Volunteer agrees
that in the event that any clause or provision of this Release shall be held to be invalid by any court of competent jurisdiction, the invalidity
of such clause or provision shall not otherwise affect the remaining provisions of this Release which shall continue to be enforceable.
IN WITNESS WHEREOF, Volunteer has executed this Release as of the day and year first above written.
Witness:_______________________________ Volunteer:________________________________________
BrianB (California)
Posts: 2,820
Posted:
i am not a lawyer.

however, a common saying is that in America, anyone can sue anyone else for anything. You can sue a ham sandwich, if you want. God has been sued (and lost, i think). You cannot prevent being SUED.

You can, however, build a decent defense to give the court, should it happen.

One defense would be "hey, it was volunteer work. everyone knew that, and everyone knew it was at their own risk." However, it might be easy for a plaintiff to convince a judge that THEY didn't know it was at their own risk, or they thought they were covered, or...

So, a second defense would be to remind everyone it's volunteer work, no coverage, etc..

then, the plaintiff says "i didn't hear that."

So, the third defense is a written form,

and so on, and so on, down to the point it's ALMOST ironclad. But it can never really be ironclad.

I think a small, written document, signed by the volunteer, that CLEARLY states a couple things: Volunteer, no coverage, no liability, etc. is best. i think you are on the right track. Don't muddy the issue with pay, renumeration, or promises of coverage or "we'll take care of the bill" or anything.

Can a judge toss it out and let the person sue you and win? Yes.

But it makes it much tougher to do.
SusanW1 (Michigan)
Posts: 5,202
Posted:
I think that by its very nature, a non profit that uses members as volunteers is protected from most legal lawsuits from that volunteer.

Public participation is another thing.

SusanW1 (Michigan)
Posts: 5,202
Posted:
Oops - that's for CHARITABLE non profits.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By SusanW1 on 10/31/2009 11:33 AM
I think that by its very nature, a non profit that uses members as volunteers is protected from most legal lawsuits from that volunteer.

Public participation is another thing.


That's not necessarily true. In fact, the more I think about it, it's not at all true. MOST charitable organizations and MOST non-profits have insurance to help insulate them in case of a lawsuit. But the "nature" of the organization doesn't have a thing to contribute to any protection from lawsuits from anyone, including volunteers.

Donna, we've been told by attorneys over the years that having the written waiver is a good thing, but, as Brian pointed out, it really is no guarantee that someone injured won't either be able to sue or won't win the suit.

It would really depend on the nature of the injury, how it occurred, the level or degree of negligence on the part of the organization, etc.

If nothing else, it's a good psychological tool to use, because if a volunteer signs it, he or she would be more likely to be aware that if they got hurt, it would be a little harder to win a lawsuit, and he or she might be a little more careful in their activities.

DonnaS (Tennessee)
Posts: 5,671
Posted:

Everyone,

I agree about anyone can sue anyone. Like I said, this is a National organization, working in all 50 States and I am sure that they have gotten most all angles covered in the form. Probably was written by a Washington lawyer who did his homework, I'd like to think. We landscaped a couple of new houses and then taught the new owners how to care for the outside, including how to build a sustainable garden. I just wondered how close to useable for a HOA this form is.
GloriaM (North Carolina)
Posts: 829
Posted:
Donna:

We added a policy that covers any volunteers serving on a committee on the insurance policy. It wasn't much here in NC. I would suggest exploring the possibility of adding such an amendment to your policy.
DeeS1 (Michigan)
Posts: 223
Posted:
We use volunteers for clean up day activities and some other activities during the year. We checked with our insurance agency and they said as long as the volunteers were acting with permission of the HOA and were not being paid or compensated in any financial way, they were covered as well as their actions under our Volunteer Clause of our HOA insurance policy.

FYI -- This included property damage as well. So, if a homeowner accidently broke our sprinkler system, it would be covered. No waivers were necessary.

Check your policy.

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