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MichaelT6 (California)
Posts: 46
Posted:
Hello everybody,

I just joined this forum.

I recently decided to run for a position on the BOD for one reason only: to have the board participate in the discussions with the homeowners online. We already have a forum where homeowners discuss issues, but it has always been a very strict policy for the board not to participate in any discussions.

So in my statement I wrote that if elected I would work on having the board select one of its members to officially represent the board on the forum.

I am wondering if this takes place in any other HOA. I am especially interested in the opinions of HOA board members as to whether it's a good or a bad way for the board to serve the best interests of the homeowners.

Your opinions are greatly appreciated.

Michael.

JohnO6 (Georgia)
Posts: 424
Posted:
Michael -

I am the past President of our HOA and coincidentally also the webmaster of our HOA website that does contain a members only forum.

When I was the President, I did participate in the forum and represented the position of the Board. However, I only represented positions/opinions of the BOD where such positions had already been established by a BOD resolution or vote. I did not offer either personal or speculative opinions on what the BOD might do. As such, you could consider what I did to be "retrospective" rather than "prospective".
DanielH1 (California)
Posts: 482
Posted:
Our Board got a legal opinion on this and the lawyer said, "No." I think that his rationale was: do the minimum required communication to keep the amount of evidence available to a minimum in case of a lawsuit.

Several Board Members thought that this sucked (and I agree) but you can see where the lawyer was coming from. Why open yourself up to a lawsuit if you don't need to?

Another problem was that only the Board can generally represent the Board. To "put out a statement", a Board Member should draft a statement, propose it to the Board, have the Board vote on it and, if approved, only then post the message. Obviously, this is laborious and slow. It isn't quite fair to allow a Board representative to "represent" the Board since he may invent, misinterpret or elaborate based on Board actions, even without realizing it.

A third problem is that, unless Homeowners are 100% signed up to the forum, you are giving a group of your members more info (and possibly slightly different info) than the rest. This is ok for homeowner-to-homeowner but, when the Board is officially represented, this may not be fair.

All that said, an online forum is a really good way to communicate with homeowners. I don't think that anything else is nearly as effective. You can really hash out issues and get a lot of information out there in a short amount of time.

Frankly, our HOA is still grappling with what is OK and what is not OK with regard to forums.
MicheleD (Kentucky)
Posts: 4,491
Posted:
I agree with what he said ^ ^ ^ ^ ^
JohnO6 (Georgia)
Posts: 424
Posted:
While I would find it difficult to dispute the logic of Daniel's post (and Michelle's agreement), I still don't feel badly about my history of forum participation while President of my HOA.

I think rarely are these topics absolutely black & white and this is, indeed, reflected in Daniel's post since his HOA is still grappling with the issue.

I think it often boils down to an assessment of relative risk vs. reward as are so many other decisions we humans make.

Supplementally, I would suggest that "risk" actually is the product of two components - probability and consequences. Each component falls somewhere on a continuous scale, and the product of the gives a reasonable assessment of overall risk. A great example of this is a company policy on violating copyright - the probability is quite low for "getting caught", but the consequences can be so severe that an overall risk assessment will lead prudent entities to put very stict copyright adherence policies in place (Just an example - no relevance to the specific topic at hand).
MichaelT6 (California)
Posts: 46
Posted:
Daniel - you did bring points I didn't realize. Thanks a lot!

There are HOA monthly meetings where the board members participate. Any homeowner can attend this meeting and ask the board any question. The notes are taken about anything that was said. So how is this any different from the board answering questions or making statements on the forum in comparison to those monthly meetings?

As we know monthly meetings have extremely low attendance. The forum, on the other hand, will have very very few (if not zero at all) who are not signed up.

In regards to the attorney, the best interests of the attorney is that no homeowners attend the meetings - even less evidence!

Thanks again the for opinions!
MicheleD (Kentucky)
Posts: 4,491
Posted:
Michael, it's hugely different from an in-person meeting, even when notes are taken.

At an open forum, where there is back-and-forth discussion, and let's say a Q&A segment, any misspeaking or miscommunication by one board member can be cleared up or corrected immediately by some or all of the other board members present.

When you have a board member making statements on a public forum that, in effect, "represent" the board (in either position or mindset), something can easily be taken out of context or misunderstood and the clarification may not make it to the people who need to have it or the faux pas could well end up in court.

That's also one of the reasons why we do not allow individual members of the board to communicate by email to the homeowners.

The board determines a "spokesperson" who then clarifies and reviews any communications, especially if they are going to be in writing, to any homeowners before they are mailed or emailed.

I think, John, you are correct that it's not exactly black and white, and it's very likely that MOST boards would select the President as the "spokesperson" anyway.

And, my guess would be that, for the most part, any postings or articles you made.

But even then, that spokesperson can muck it up.

And it CAN happen face-to-face as well. It's just the nature of communication.

We had a board president approached by a member who had received a late notice for his assessments. He told the president some story (I can't remember what it is right now) about why he was late. The president said, "Oh, in that case, you don't have to pay the late fees."

Well, the president was wrong. First, he should have checked to make sure the homeowner's story was accurate (which it wasn't) then he should have checked to make sure what our policy and process on late payments was.

I vaguely remember the details (it happened probably 10 years ago), but it had something to do with the H/O saying it just crossed in the mail, when, in fact, his payment was postmarked a full month after the due date.

It caused quite a kerfuffle, that much I DO remember.

But that's my point. I'm not saying no, never, but Daniel's post is a good thing to keep in mind.
MichaelT6 (California)
Posts: 46
Posted:
"At an open forum, where there is back-and-forth discussion, and let's say a Q&A segment, any misspeaking or miscommunication by one board member can be cleared up or corrected immediately by some or all of the other board members present."

So this is even more for the advantage of the online forum. It is very easy to miscommunicate, and it is hard for other board members to catch someone who misspeaks. One the other hand, when a board member prepares a written statement he has plenty of time to think and to make sure his statement is accurate. And it is much easier for other board members to review his statement and catch an error if it is in writing. Yes, it might be a longer process but it better serves both the board and the homeowners, doesn't it?

"When you have a board member making statements on a public forum that, in effect, "represent" the board (in either position or mindset), something can easily be taken out of context or misunderstood and the clarification may not make it to the people who need to have it or the faux pas could well end up in court."

This again comes to the same "attorney advice" - the less evidence the better. Let's don't communicate with the homeowners at all.

"That's also one of the reasons why we do not allow individual members of the board to communicate by email to the homeowners."

I absolutely agree that individual members of the board should not communicate with individual homeowners. The board (as a whole) should. This is what this topic is about - the communication of the board (as a whole) with the homeowners, online.
DanielH1 (California)
Posts: 482
Posted:
I agree with the people who say that online forums are super-useful and even necessary.

But, in my HOA's case, it is really hard to say: "Yes, we got legal advice but decided to ignore it."

Right now, we really have three allowed exceptions to the no posting rule:

(1) The Secretary can post the same meeting notice and agenda as is sent or posted in hardcopy
(2) A Board Member can respond to somebody by saying, "Please contact the management company."
(3) A Board Member can post strictly non-HOA question or answer (e.g. "Who's a good plumber?")

I really would like to communicate using the online forum. I've even written: "I'd really, really like to respond but please contact the management company."

In our case, there's no substitute for attending the meetings.
MichaelT6 (California)
Posts: 46
Posted:
Daniel,

you mentioned that not only you but several other board members wanted to open the online channel with the homeowners. And the lawyer said "No".

Basically, even all homeowners had voted "Yes" on forum participation (say, in my case it's a real vote - this is the only thing I am proposing in my platform), the lawyer's "No" would block it - with a single finger.

In my HOA until recently the management had participated in online discussion on the forum. They answered all questions, many times directly related to the board policies and actions. It was great, many people got involved. But when the homeowners started asking "tough" questions, the management suddenly stopped answering. Then I was told via e-mail that "we stopped monitoring the forum" - with a very lame excuse. Now I am pretty certain this was "recommended" by an attorney. So in our HOA even the management company is not allowed to discuss anything with the homeowners online.

What should the board of directors put first: the best interests of the homeowners, or an attorney opinion about them?
MaryA1 (Arizona)
Posts: 7,043
Posted:
Michael,

Listening to the HOA attorney may be in EVERYONE'S best interests!!
RobertR1 (South Carolina)
Posts: 5,164
Posted:
Well,
Here we go again!

I am not disagreeing with the lawyer. I am saying is there another way to get the job done. Why does someone have to represent the Board to have a discussion, you may be a board member but you are first and foremost an owner and member of the association. Is there some law that says if you are a Board member, you can't have an opinion. On this site there are disclaimers, why not a disclaimer on the talk site of a HOA, why not guidelines, why no post with a false name, why not a lot of things. I think the question might be is how an HOA with a website can run a open talk site?
I think the open forum has merit, it is certainly not unique and if some blowhard wants to get on there and condemn the world, how long do you think his credibility would last? Sure it will have some problems getting started and tempers will rise, but after a period of time, I think things would settle down. Have you noticed there is little problem with this site, anyone can post, and we don't kill each other.

As far as wanting a Board opinion, go to a meeting and ask for one.
MichaelT6 (California)
Posts: 46
Posted:
" Have you noticed there is little problem with this site, anyone can post, and we don't kill each other."

I am not quite sure I am getting your point here. I certainly greatly appreciate everybody's opinion on the subject, and definitely don't want anybody get killed ;-)

"As far as wanting a Board opinion, go to a meeting and ask for one."

Robert, I think you are missing the whole point here.

1) It's one thing when you are allowed to ask questions once a month, waste your time listening to unrelated board agenda waiting for the time you are allowed to speak, and then you are limited in time you can ask your questions, too. Online forum is a completely different story, isn't it?

2) It's one thing when you ask the board a question in front of 2 members who attended the meeting. It's a completely different story when the same question is asked in front of 200 members online, 20 of which may support you on the issue and who never in their life attended a single board meeting.
DanielH1 (California)
Posts: 482
Posted:
At this point, our Board is not willing to indemnify Board Members who post. Basically, the HOA lawyer advised against it, a Board Member decides to post anyway, his words get used in a lawsuit and the HOA is supposed to pay to defend and back him up. No way: if you are a Board Member and you post something that turns into a lawsuit, leave the HOA out of it. We're not going to pay for a Board Member to shoot his mouth off. So, the Board (as a group) does not want to defend J. Random Board Member from whatever fool thing that he posts. So, most Board Members don't post because they don't want to assume the risk.

So, perhaps our real policy is: we officially forbid Board Members from posting on the forum but, if you ignore us, you are off the reservation and must fend for yourself for anything that you say.
RobertR1 (South Carolina)
Posts: 5,164
Posted:


Michele,
I think I will wait and see what others responses are, I do agree the point seems to be lost. Is it a question of having an open forum on a website or is it a question of should board members post on an open website, and does the OP allow for a differnt approach. The website that delivers information on a one way street is not the most productive, I don't think.
JohnO6 (Georgia)
Posts: 424
Posted:
One other slight twist on this topic is that, assuming Board members are owners/members of the HOA, they do not give up either their privileges nor their obligations as individual owners.

As such, I believe Board members should be able to post on open forums as an individual owner IF they clearly identify their post as such AND if they disclaim their post as not representing the view of the BOD.

In fact, I see this as helpful to other voting owners as it provides additional insight into the personal views of the Board member. This should allow owners to consider this information if/when this BOD member once again runs for the Board.
RobertR1 (South Carolina)
Posts: 5,164
Posted:
John,
I don't know how a individual board member that posted would be able to cleave himself from his postings on a Board if he was going to give an opinion, but I also don't know how the Board can forbid anyone from posting on a website----any web site. The fact is if the Board decides in their collective wisdom or lack thereof, that the site should not contain an open forum, then I suppose that is it. However, there is risk to this and at least in some cases posted on this site the Board only took over the website after urging by those that created it. I am not setting standards here, just remembering some of what was posted. Some Boards do not want a website. I think the advantages which allow for more communication, not to mention the savings in postage, etc, etc, far out weight the disadvantages. Some board members don't, probably with good reason, and some are maybe overreacting, but they decide.
Me, I would start my own open forum web site. This kind of stuff on the web just can't be controlled, and in some instances, it has caused some legal problems. For a HOA to have a website out there as opposition to the Board decisions would not be pleasant, even if necessary.
The internet has not come to the HOA in all it's fury yet, but it is coming.
IMHO
DanielH1 (California)
Posts: 482
Posted:
As John suggests, I think that clearly identifying posts with a sort-of disclaimer does help reduce the amount of exposure.

My HOA briefly tried this and it worked fairly well although it had its own caveats. We discontinued it after a month or so, though.

Board Members could also "shill" through family members or other owners, I suppose. That's probably even better than a disclaimer, though a questionable practice.
MichaelT6 (California)
Posts: 46
Posted:
"As such, I believe Board members should be able to post on open forums as an individual owner IF they clearly identify their post as such AND if they disclaim their post as not representing the view of the BOD. "

Yes, that's true - the board members can (and at our HOA forum they do) post as individual homeowners, not as board members. That's fine, but it has little to do with the topic discussed - participation of the board (as a whole, by a representative) in the discussions with the homeowners online.

Now, back to the "attorney advice". Daniel, I am a little surprised how an attorney can even say such a thing as "No" on the subject. What does it mean "the attorney did not allow", or "attorney advised against it" ? The most an attorney could do is to caution the board about consequences, advise them to be very careful with their written statements, etc., etc. - an attorney could not just say "I am not allowing it, period!" Unless I am missing something (and please correct me if I am) - an attorney is just an adviser to the legal matters, he does not make any decisions.

The argument "why open ourselves to a potential lawsuit? The less evidence the better" makes me really worry. What the attorney advises, basically, is to keep information available to as fewer homeowners as possible to avoid a potential lawsuit. Next thing the attorney may advise the president to start mumbling during monthly meetings, so nobody could understand anything he is saying and nobody could sue the board. Better yet, why not come up with great ideas how to make less and less people attend these meetings? The attorney might not promote this exact point (making less and less people attend the meeting), but isn't it exactly what he is implying?

The spokeperson for the board should speak clearly. The position of the board on any matter should be spelled out as clear as possible. All members of an HOA can attend monthly meeting - if they all attend at once there will be neither enough room in the clubhouse, nor enough time for everybody to ask questions. This is what online forum is all about, isn't it?

I think it simply takes courage for the board to act in the best interests of the homeowners, the people they suppose to represent. Just like it takes courage for people in the countries with the most brutal regime to fight for the freedom of speech.
RichardP13 (California)
Posts: 1,767
Posted:
Michael,

I would like to discuss this topic offline. My email is [email protected].
DanielH1 (California)
Posts: 482
Posted:
It is really up to the individual HOA if and how they relate to the HOA's lawyer.

I'm only relaying the gist of what happened in my HOA. If your HOA chooses a different course, they are welcome to it. I'm not saying my HOA made the best or even correct decisions but this is sort of what happened and why. I certainly don't condemn other HOAs for choosing a different course: online forums have a lot to offer. And, who knows? My HOA could change our policy at any time.
DonN (Michigan)
Posts: 357
Posted:
People seem to get twisted in their own knickers on this subject. Why?

Forums are a discussion using the internet as a medium. Some people elect to participate; others don't. Some of the most important discussions in an organization occur at the coffee machines. The forum is an internet "coffee machine".

The court rulings do not hold the organization sponsoring the forum liable for what is written by participants. The appropriate disclaimer re accountability is good practice. Terms of service (civility, discuss issues not people, no personal attacks, etc.) are also good practice. A method to flag abuse, such as a "Report Abuse" internet link, is also good practice to help members make the forum self-policing.

Individuals posting to the forum are accountable for what they write. What people write is fair game for criticism, but without personal attacks. If individuals comply with the terms of service, they would likely not have any legal liability.

Board members are members of the owners association and should be able to contribute their views. Care should be taken to ensure that the views are represented as the views of the member who is also a board member.

Postings by the board may be helpful in clarification by providing excerpts from meeting minutes including the votes on the actions that may be excerpted. No extra effort is required. Likely, any board member could provide the excerpt. If the board doesn't act on an issue that has been defined in the forum, nothing should be posted by the board. If the board acts, then post the excerpts.

There always seems to be an effort to have a board speak with one voice. Nonsense. The board has multiple members precisely to obtain more voices. If only one voice is needed, then have a board of one person. However, board members must abide by decisions of the board. That doesn't mean that they can't speak out against a board decision that they believe is unwise and to seek to rescind a prior decision.

Management guru Peter Drucker is a strong advocate that good decisions require disagreement because the disagreement leads to a better understanding of the issues and consequences. Disagreement may exist long after a decision is made by the board. Trying to suppress disagreement is poor policy in my opinion. But board members must agree to abide by decisions until they are changed.

Some attorneys always seem to say, "Don't create any records." Documents are necessary in conducting business. It isn't the documents that may create legal liability, it is the actions taken or not taken. The advice I have received from attorneys that I respect is to properly conduct the business of the organization with documentation as necessary to achieve that objective. Properly conducting the business includes rounding out any document that may have unfavorable implications.

DanielH1 (California)
Posts: 482
Posted:
I think that Don's opinions are sensible. Not the last word on the matter, by any means, but sensible opinions, nonetheless.
MichaelT6 (California)
Posts: 46
Posted:
From the residents' point of view forum is a great source of information, and more importantly - accountability of the board to the homeowners who elected them. The residents can simply set a poll to determine the overall job approval rating of the board.

As I mentioned in the other post, HOA has two dimensions: a business and a government. From the point of view of PMs and HOA attorneys, HOA is strictly business - there is no such thing as accountability to residents. The board is to serve the interests of the property, not the residents. An election time is a real problem for them - the uneducated residents might elect board members who might put their interests first, not the property. This is why they do anything to keep membership participation to a minimum. Quorum is easily resolved by proxies, but multiple candidates - this is a disaster. Coffee machine meetings like forums are working against it, so they find any argument to block it. Scare tactic (you might get sued for what you write on the forum!) works the best.

From the residents point of view, HOA is their home, the board is their government, and they mistakenly expect it be accountable like any other government. Some participate in the meetings mistakenly believing they are about community interests.

My point is: there is a major flaw in the way HOA model is designed - its governmental side. The forum is the best way to deal with it. It takes a responsible board that voluntarily chooses to be accountable to the residents, despite the strong opposition from the PM and the HOA attorney.

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