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PeterB1 (Florida)
Posts: 257
Posted:
We have an on-going problem in the management of our HOA (150 homes and no Management Company). Over the last 10 years, we have had some pretty good Boards and some very bad Boards. Whatever ‘good’ was accomplished in previous years was generally lost or reversed by the not so good Boards. Most of this ‘good’ was lost thru incompetence, ignorance, or the ‘we will do it our way’ syndrome. Our seven person board has overlap – terms expire on alternate years.

We have a pretty good Board now and we are trying to correct things, track down history, and put procedures and records in place that will allow future Boards to more easily transition in and maintain continuity. We will be using a on-line repository, CDs with monthly records, and the ubiquitous 3-ring binder. I have a background in computer systems – making me the target of ‘you fix it’!

I am seeking suggestions for what to put in place and how to best insure a good transition to the succeeding Boards. Perhaps you can comment on:
1. Do you pass resolutions or motions, or other for operating procedures?
2. What is the source or media for your procedures (those not covered by your governing documents)?
3. Can you bind new Boards to old procedures?
4. What innovative or unique things have you done?

I’m sure I’m not the only one with these issues. Please share for all. Thanks.
SusanW1 (Michigan)
Posts: 5,202
Posted:
1. Do you pass resolutions or motions, or other for operating procedures? A separate book of Policies and Procedures or Standing Rules can be kept. These rules take a majority vote by the Board to implement. These rules cover mostly housekeeping rules (such as what time the Board meetings start) and are NOT bylaws and must be written so as not to contradict any bylaws or covenants or higher State or Federal laws.

2. What is the source or media for your procedures (those not covered by your governing documents)? Not sure what you mean - they are written as needed.

3. Can you bind new Boards to old procedures?
That's the nice thing about Standing Rules - they are flexible, but since they hve been voted in by motion and vote, they need to be amended or recinded by vote of the Board.

4. What innovative or unique things have you done? bylaws state that the Board develops a Conflict of Interest Policy and also a Policy on Outstanding Accounts (since we have no other documents to guide us, we are not a condo. association) Also, - believe it or not - the bylaws say the Board determines the method of voting for each election (proxy, phone, email, in-person, mail in ballot - all considered)
RobertR1 (South Carolina)
Posts: 5,164
Posted:
IMHO, I don't believe you can manage 150 homes without at, a manager.
Could be part time if things run smoothly. The Board needs to be the Board, not the manager, and someone on the board can offer council and help to a manager in specific areas, but you need a constant "resourse" to insure keeping of records, and management continuity. The board will have their hands full guiding and supporting the "Manager" and the manage can take the heat off the board and see things get done as directed. It is much easier for the Board to watch one person that it is for them to have to watch each other. I have no idea of dues paid or amenities maintained but 150 homes is a good sized bite to expect to always have pure motivated board members not involved in personal agendas. DO NOT give the manager full authority but give him some responsibility and lattitude to do the day to day stuff. I have no idea how you can manage what you are doing.
PaulM (Pennsylvania)
Posts: 1,347
Posted:
PeterB1: Have you ever had a management company 'manage' your association?
And if not, have you thought about this option?

A management company does not guarantee a 'good' Board certainly, but it does assist with some overall concerns you may have in your association, one of which is CONTINUITY which is what you are asking about.

You can access a good list of what a management company can offer through the search feature on this site and view other postings on same.
GeraldT4
Posts: 1,022
Posted:
PeterB1 - Agree with others that you need a management company based upon the size of your community. However, I strongly suggest you go through the process you are implementing FIRST because an educated Board will stave the hand of bad management.

For purposes of continuity education is key. Your background in computer science is good for methodical thinking and implementation but volunteer associations are unique rife with egos, agendas, etc. All the things that science can't undo. You can bind the boards to old procedures as long as the procedures are voted upon. The best way is to get the procedures written into the governing documents with a vote of the people. Accomplish that and are gold. As for the source of media an association is bound to govern by no less than local ordinances, state statutes, and federal laws. Look beyond the community, do a search on this and other sites for Florida state statutes.
RobertR1 (South Carolina)
Posts: 5,164
Posted:
To Susan, Paul and Gerald and Peter,

This is all excellent advice given by some knowledgeable folks. I would be remiss, if I did not mention the importance of paying attention to it. When we read your first post Peter, I am sure the others wonder how can good folks get themselves involved and seem to have no grasp on the Big Picture, then of course we think back to when WE started paying attention.
Gerald is spot on about education and we all know it. But this kind of education is not like signing up for a course in electronics. This is the hard, dig deep, cover a tremendous area, late night, study hard, read until your eyes cross, and fight with your spouse education. You must get ahead of the curve, and you better drag some people with you. You will get great satisfaction, if you can dedicate yourselve, no recognition, a lot of crap you don't deserve, and some you do. It is not rocket science and anyone operating in our society can do it. Some one has to start the race, you are throwing your money away, plain and simple.

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