Updated Surplus Numbers

Updated Surplus Numbers
Updated Surplus Numbers: Actual surplus 2018 per audit was $85,163.
Boards 2011-2018 implemented policies and procedures with specific goals:
stabilize owner fees, achieve maintenance objectives and achieve annual budget surpluses.
Any surplus was retained by the association.
The board elected in fall 2018 decided to increase owner fees, even in view of a large potential surplus

Average fees prior to 2019

Average fees prior to 2019
Average fees per owner prior to 2019:
RED indicates the consequences had boards continued the fee policies prior to 2010,
BLUE indicates actual fees. These moderated when better policies and financial controls were put in place by boards

Better budgeting could have resulted in lower fees

Better budgeting could have resulted in lower fees
Better budgeting could have resulted in lower fees:
RED line = actual fees enacted by boards,
BLUE line = alternate, fees, ultimately lower with same association income lower had
boards used better financial controls and focused on long term fee stability
Showing posts with label Association Communications. Show all posts
Showing posts with label Association Communications. Show all posts

Thursday, October 14, 2021

BLMH October Association Meetings

0 comments

 

Portal Contents and Posted Meeting Agendas 
October 14, 2021  10:30 am

Bookmark and Share

I went to the official Association portal to get the agenda for tonight's meeting. There was none posted. That would be the only place because of the shutdown by the board of the official BLMH.org website. 

The only agenda posted was the one for the meeting of September 9, 2021.  See the screen shot taken above.

I sent an email to the property manager and the service manager. 

I got an email reply from the service manager at 10:37am.  "please check now".  I could not find the agenda. I was told to go to the calendar.  By clicking I was able to get to a link. It is not yet in the documents section.

To get to the agenda, go to the calendar, click on the block on the 14th "Briarcliffe Lakes Bo...." and it will open a text box. Scrolling to the bottom, there is a download link. Using that, I was able to get to the agenda for tonight's meeting.  The Zoom login is also in that text box. 

BRIARCLIFFE LAKES MANOR HOMES CONDOMINIUM ASSOCIATION BOARD MEETING AGENDA

October 14, 2021

I. Nomination of Board Positions 

II. Approval of the September 9, 2021 Meeting Minutes

III. Treasurer's Report 

IV. Work Orders

V. Sales Report

VI. Correspondence

a. 4 emails correspondence 

VII. Old Business

a. Front Entrance (email)

b. Sealcoating Schedule (update)

c. 1661 Dover Ct Foundation repair (update)

d. Water Main Proposals (pending)

VIII. New Business (action items)

a. Tree Removals Revised (Sava Tree)

b. Plumbing Proposal (Hydro Jetting)

c. 2022 – 2026 Landscaping proposals

d. 2021 – 2023 Snow Removal Proposal

e. Management agreement 

IX. Committee Reports

a. Rules & Regulations 

b. Architectural & Maintenance

c. Newsletter

d. Landscaping 

e. Welcome

f. Water Main

X. Homeowners' Comments

XI. Executive Session 

a. Violation report (hearing for census fine)

b. Board Member Oath

c. T606B Legal Opinion (Board discussion)

d. Delinquent accounts

XII. Adjournment


BLMH Portal Calendar - October, 2021




Tuesday, September 28, 2021

Zoom meetings - Limitations, Concerns, Impact on owners, and Annual Meeting

0 comments

 

Zoom Meeting PC Screen

Bookmark and Share

Zoom has become a popular means and method for remote group meetings, spurred by the realities of the CCP Covid-19 pandemic.  The board of the association adapted this approach as a method to comply with legal requirement to hold open Association meetings.  At this time the board could return to open meetings in a public setting they have chosen not to do so. Or, they could the meetings in an open setting and simultaneously use Zoom for remote attendees. 

The monthly meeting was held on September 9 via Zoom and annual meeting was held on September 23, 2021 via Zoom. An agenda was posted by management online for the September 9 meeting. No agenda was posted for the September 23 meeting.

For the annual meeting most of the board was present via Zoom, as were the candidates and a handful of owners.  The Zoom meeting was only about 30 minutes in length.  The main task was about the election, and results were announced. Several questions were asked by owners.  One owner inquired about the torn up landscaping and improvements at the Northern entry. "There have been additional 6 weeks delays in materials." was the board response. There was no discussion of the water main project. As usual, the board could not or would not answer complex questions and so an owner gave up and said "I will email management about this." Such emails are supposed to be included in the monthly packet, but there is no way to know if the board reads them.  Using that approach delays a response by 30 to 60 days.  LOL.

For whatever reasons, it is my understanding that the annual meeting a couple of days ago via ZOOM was attended by most of the board and only a handful of owners who were not board members, or board candidates.  That's indicative of the consequences of a lack of board commitment to robust communications by the board. 

Zoom Open and Equal Access?

Knowing some of the board members, I wonder if management provides them with the computer technology so they can attend these remote meetings.  That raises a question about open and equal access. Boards are prohibited from creating multiple classes of owners. With Zoom, local owners who lack the technology are prevented from attending.  The pandemic is no longer available as an excuse. 

Owners need to provide ZOOM enabled communications technology at personal expense.  This may not be the case for board members, who may have technology and support provided to them by management at owner expense. 

One advantage of Zoom is that it does allow remote owners to attend the meeting. However, it requires a high-speed internet connection, or significant data using a smart phone or tablet.  It also requires appropriate technology. Not all owners have these things. Such technology is an expense for owners. I do wonder if management is providing technology to board members so they can attend Zoom meetings.  It would be more equitable to hold an "open" meeting which owners can attend by driving to the park district as in the past. In addition, that meeting could be broadcast via Zoom. Such an approach would expand access. Those who lack the technology could physically attend while others could simply attend via remote access. 

Clearly, not all board members understand the need for robust communications. Boards are prohibited from creating multiple classes of owners. All owners should be communicated with equally and fairly.  Not all owners attend monthly meetings. For truly remote owners this may be impossible, and it is my understanding that about 25% of the ownership does not live on the property. Some are thousands of miles distant.

For whatever reasons, it is my understanding that the annual meeting a couple of days ago via ZOOM was attended by most of the board and only a handful of owners who were not board members, or board candidates.  That's indicative of the consequences of a lack of board commitment to robust communications and is also indicative of where owners lie with such tech. 

Low owner involvement is an issue for this association. I'm sure there are those on the board who would argue "Why hold an open meeting in a public setting if most owners won't attend?"  How convenient for the board.

Zoom Limitations

Today, with the arrival of ZOOM meetings, it may be easier for all owners to attend, if they have the technology available. However ZOOM also provides a shield for boards.  A common refrain from the board when asked questions is "We'll get that to you." One owner (not me) is still waiting for the financial information she requested nearly two years ago.  

A few years ago I would bring my digital projector and other demonstration aids to the Association meeting. A large white board was available. Owners could be given hand-outs and even copies of the meeting agenda. Today what we get is literally the talking heads. 

I think boards will be more inclined to abuse the closed door "Executive Privilege" portion of the meetings. I can state from personal experience this is considered by some board members to be a convenient way to avoid discussion of certain things in front of owners.  Discussions do include items not on the published agenda. For example, when I was on the board, using the privileged information provided by management to the board in the monthly packet, I prepared a spreadsheet of the state of delinquent owners. It included the number of owners and the dollars delinquent. There were no names, individual lists or other protected information in that sheet. 

I would discuss this as a summary during the open portion of the meetings. Some board members resisted this, preferring to table this information for discussion during the closed door portion of the meetings. 

I'm of the opinion that this is an abuse of the privilege. Owners are entitled as shareholders to know the financial condition of the association and impediments to the financial health. Names, addresses and so on are protected information because the owners involved have specific legal and privacy rights. 

September 9, 2021 Agenda as posted on website by management

BRIARCLIFFE LAKES MANOR HOMES CONDOMINIUM ASSOCIATION BOARD MEETING AGENDA  September 9, 2021 

I. Approval of the August 12, 2021 Meeting Minutes 

II. Treasurer's Report 

III. Work Orders

IV. Sales Report 

V. Correspondence 

a. Architectural request 

b. 2 email correspondence 

VI. Old Business 

a. Front Entrance (in process) 

b. Windowsill (in process) 

c. Paving Schedule (update) 

d. 1661 Dover Ct Foundation repair (update) 

e. Water Main Report (pending) 

VII. New Business (action items) 

a. Insurance renewal (September 1 st) 

b. Tree Removals (Sava Tree) 

c. North Entrance Landscaping Proposal (Clarence David’s) 

d. 2022 – 2026 Landscaping proposal (Clarence David’s) 

e. Management agreement 

 VIII. Committee Reports

a. Rules & Regulations

b. Architectural & Maintenance

c. Newsletter 

d. Landscaping 

e. Welcome

f. Water Main

IX. Homeowners' Comments

X. Executive Session

a. Violation report (hearing for census fine)

b. S621A Leak between unit Legal opinion (Board discussion) 

c. McWilliams (all emails) 

d. Delinquent accounts 

XI. Adjournment

==

(C) 2021 Norman Retzke









Thursday, September 23, 2021

Briarcliffe Lakes Manor Homes Newsletters - Links

0 comments

 

December 2008 Briarcliffe Lakes Manor Homes Newsletter Treasurer's topic
Hint: Click to enlarge

Bookmark and Share

I updated 9/25/2021 to add a link to three of the 2019 newsletters, warm weather tips, Newsletter template which was provided to board in October 2018, and a copy of the street map. Faulty links repaired. Links are later in this post.

Note: As a board member 2010-2018 I expanded the scope of the newsletters and viewed them as educational material for current boards and owners, and also as useful source material for future boards and owners.   It was a method to pass along "expert knowledge" to future boards.  In fact, it was the only method because there is no such mechanism in place at the association.

Earlier boards placed links to the newsletters on the "official" association website.  The removal of the newsletters by the 2019-2020 boards thwarted my intention. In fact, the newsletters are but the tip of the iceberg. 

As a consequence of the recent board action which deleted the newsletters, I uploaded copies to my cloud storage and posted links on this blog. As a result this information remains available to the public, to new owners and to board members. It is my opinion the recent board action was to the detriment of the performance of boards, and to the owners. 

If you need additional information, you can email me via the link to the right.

Be aware I am no longer a board member and therefore I am not bound by any fiduciary duty to the association: "Briarcliffe Lakes Manor Homes" and "Briarcliffe Lakes Homeowners Association". 

===

I have posted links to earlier newsletters in this post.  There were some really interesting things about the association in the earlier newsletters. The  above is a clipping from the Treasurer's Report in  the  December 2008 newsletter. This was published by the new board, after the old lost the election. Owners had expressed concerns about the finances and the fees of the Association.  The December newsletter answered some of the questions avoided by an earlier board.

During my brief, 8-year tenure on the board, certain board members did their best to prevent this type of information from being discussed in front of owners, much less be printed in the association newsletter. My attempts were rebuffed and certain board members argued that information they deemed as sensitive was "executive privilege". Today, some are inclined to run the association this way.

However, newsletters provide owners with their only reliable information about the association, other than letters mailed to all, which are infrequent.  Newsletters don't replace the financials and governing documents, which also should be read and studied by all owners. However, getting a copy of the financials is not easy in this association. 

Newsletters provide insights into the character, capabilities and leadership of a board.  Perhaps that is why the current board stripped most of the newsletters for the period 2008-2018 from the official website before it was taken down by the 2020 board. The current board (2019-2020) also stripped the email addresses of board members from the newsletter. Such communication is not allowed. 

The new "portal" for residents and owners has limited newsletters available. As of 9/23/2021 those available to owners include only:

  • June 2021 Newsletter.pdf
  •  February 2021 Newsletter.pdf
  •  March 2020 Newsletter.pdf
  •  November 2020 Newsletter.pdf

Note: I advised management that the "Rules and Regulations" documents on the portal are incomplete.  Rule changes about antennas on the buildings and the carpet/noise rule that occupied so much time during 2018 board meetings is not on the G&D Management website nor at the new "Portal".  These were on the BLMH.org website prior to being taken down. Management acknowledges the portal is incomplete. No word about when it will be "complete".

I was very involved in creating the association newsletters when I was a board member.  As a fiduciary I viewed communications with owners to be very important I also viewed the newsletter as a valuable tool.  "Everything can be resolved in communications" is an old expression.  The newsletters informed our owners, who are the shareholders of this not-for-profit corporation of what the board was doing as their representatives, presented plans, made requests and also presented some problems. I viewed this as responsible communications with our shareholders.  Of course, some owners didn't like what they read in the newsletter.  They could voice their opinions and vote for change when the opportunity was presented.  Being on the board is merely an opportunity to perform work, and if owners don't like a board they can do things about it. 

On finally achieving a position on the board in 2010 I began nudging the newsletter and those who prepared it in another direction.  In December 2008 the new board did take a stab at a more factual newsletter, but that changed. The association is not a social club and but the newsletter began to look like it was, with "Owner of the Month" articles, articles about architecture in "Merry Old England" and so on.

When I achieved a board position in September 2010 I wanted to expand beyond this.  Newsletter were normally four pages with a "Winter Tips" insert. The newsletter grew to as many as six pages. 

Owners had been complaining "Where does our money go?"  Of course, they are given annual budgets, but those don't list the actual dollar amounts in reserves and the cash in banks of the association.  I made a pie chart from the budget and brought it to an Association meeting.  I suggested it be included in the newsletter. The Communications Director liked it, and so it was included in May-June 2011.  A copy of that chart is at the end of this post. That was a first of many steps.  While I was on the board there was great resistance from some board members to running the association as a business.  

Clearly, not all board members understand the need for robust communications. Boards are prohibited from creating multiple classes of owners. In other words, all owners should be communicated with equally and fairly.  Not all owners attend monthly meetings. For offsite owners this may be impossible.  A newsletter is a means for equal treatment of all owners. Not all board members agreed during my tenure. Today, with the arrival of ZOOM meetings, it may be easier for all owners to attend, if they have the technology available. However ZOOM also provides a shield for boards.  A common refrain from the board when asked questions is "We'll get that to you".  One owner (not me) is still waiting for the financial information she requested nearly two years ago.  This is why I videotaped board meetings using my own equipment. This was intended to make everyone more accountable and keep people on their best behavior. Some board members did work around this by saving general discussion items for "Executive Privilege" closed door meetings. That was not proper, and he/she knew it. But it did shield discussion from owner observation, which was the purpose. 

Owners need to provide ZOOM enabled communications technology at personal expense.  This may not be the case for board members, who may have technology and support provided to them by management at owner expense. 

For whatever reasons, it is my understanding that the annual meeting a couple of days ago via ZOOM was attended by most of the board and only a handful of owners who were not board members, or board candidates.  That's indicative of the consequences of a lack of board commitment to robust communications and is also indicative of where owners lie with such tech. 

Obviously, old school newsletters are superior in practical terms.  They can be referred to by owners and the written word cannot easily be misconstrued or denied. One board member frequently argued that we can't make owners read the newsletters so it was a waste to provide them.  My rebuttal was always "It is our duty and responsibility to provide the information with easy access. What owners do with the information provided is their choice." 

The most recent association newsletters are not indicative of the lack of breadth of newsletters in 2019-2020.  At one time you could open them and compare by going to the links at the official BLMH.org website.  A sea change in communications occurred in September 2018 with the departure of three board members.

Perhaps I'll scan and upload the newsletters of 2019-2020.  

In September a couple of weeks prior to the 2021 election the board had management take down the public BLMH.ORG website. With that, all links were removed. Newsletters prior to 2020 are no longer available online.  I don't know why the board found it necessary to take away that web access for newsletters, etc., but they did. Perhaps it will be restored. Via email Management stated that the new portal is a work in progress. However, the new portal does not allow public access.

Commencing May 2011 I prepared and managed most of the newsletters until fall of 2018.   I have MS-Word originals and PDF copies of these and a few others. I also have hard copies in the 7 boxes of stuff I have about this association. I also have videos of many of the meetings I attended after 2008, and all of the board meetings when I was on the board. I provided the technology, as usual. 

I have uploaded the pdfs of the electronic copies that I have; I haven't scanned all of my hard copies.  Here are links, arranged by year. 

Links to folders with Newsletters, by year:

Briarcliffe Lakes Street Map

Newsletters 2008

Newsletters 2009

Newsletters 2010

Newsletters 2011

Newsletters 2012

Newsletters 2013

Newsletters 2014

Newsletters 2015

Newsletters 2016

Newsletters 2017

Newsletters 2018

Warm Weather Tips March 2018

Guidance - Newsletter Insert - September 2018

Newsletter Template October 2018 - MS Word version given to board

Newsletters 2019

Preparing the newsletter was difficult. Writing the many articles was not an easy task, with a purpose to provide information and to educate owners and future boards. I was running a business which involved an extraordinary amount of travel. I was President and Systems Engineer for a high tech Industrial Automation - Process Control firm I created. Some board members were also working full time. The newsletter were considered an imposition by some board members.  That included  retirees who certainly had sufficient time to do this.  After all, at a bare minimum commitment, one article every 60 days, reading two management packets and attending two meetings was really not much of a duty, was it? Each month management provided the board with a packet of information. It was 60, 90, or more pages long. Finance, contracts, legal, maintenance, rules and violations etc. were within.  Each and every board member could draw upon that information as well as the discussions during the open portion of meetings.  I kept copious notes.  It really isn't that difficult to get a lot of information as the basis for newsletter articles. 

A skimpy newsletter which contains the phrase "The board is very busy." is a real contradiction.

Board members were requested during each board meeting to prepare a brief article and submit it with a "by when" date.   They had 60 days to meet the publishing date. A few played their power games or perhaps they were simply lazy. I got so desperate to collect sufficient information on all aspects of the association from each board member, in their own words, that I would make multiple phone calls; emails were sometimes ignored. As a final resort I would interview board members, ghost write their articles and with their permission publish under their name. Frankly, I thought this was ridiculous.  It was obviously a power trip and perhaps a sadistic game. 

I would finally get sufficient text the day before the final printing day, sometimes handwritten. Then I'd have to figure out how to format the newsletter and shoehorn it all in, or expand the text to fill all of that white space. On the maintenance and architecture aspects there was absolutely no limit to the material I had available and ditto for finance. Of course, I was supposed to get "permission" from some board members to edit their text, if I ran out of room in the newsletter.  Sometimes I let the spelling errors and so on go through, as well as poor formatting.  I fully understood the covert FU attitude.  

In general, six newsletters were prepared each year.  For budget reasons they were printed in Black&White but the originals when I did them were in color. I provided a color PDF file of each newsletter to management for posting at the association website. B&W copies were posted on the bulletin boards by board members and a few owner volunteers, who walked the property and did this.  It was one of many, many tasks which were done so as to keep owner fees "as low as practical".  One copy was posted for each unit in each building. Management mailed copies to offsite owners.  The actual printing was the easiest part as I would prepare a MS Word document, print it as a PDF file and email to the printer. A board member or myself would then pick up the printed copies. Copies to be mailed would be delivered by a board member or volunteer to the management office. 

A lot of my time on the board was spent walking the property making problem lists, notes about possible improvements, managing the management, creating financial documents and spreadsheets, participating in or leading infrastructure condition surveys, and so on. On occasion another board member would assist me. 

In my spare time I revised the "Winter Tips" which were discussed by the board.  I even prepared a "Warm Weather Tips" which was sidelined.  It was heavy on keeping rules and a lot of common sense. It was intended to provide owners with timely reminders and reduce rules violations, and address a board member complaint that "The owners don't know the rules." I provided a laptop computer to the "Welcoming Director" so she/he could update the "Welcome Packet".  That effort was from 2011-2013. I stopped assisting in the preparation when it became obvious there was no interest in annual updates.  I don't think there is a current copy available at the portal or on Management's website. Such communications is no longer deemed important by the board.

I always had a camera with me and so I took thousands of photos and a lot of videos to document the issues, whatever they might be.  In all, about 1 TB of data. During site surveys, many conducted with management I photographed what we discussed, in addition to taking copious notes. On my own, I made stream condition videos, driveways, exterior of roofs visible from the ground, window sills, brickwork, drainage and so on. One year I even took a whiteboard, marked addresses on it and took a photo of each and every driveway, all 84 of them.  This was to assist the board and management in determining which driveways to replace each year. I have a different approach to managing the managers and view them as a part of the team. I've posted some of this here, on earlier blog posts. 

A lot was presented to boards during meetings and some found their way into the newsletters.

I also took general photos. I selected one for each newsletter and put it on the masthead. Not everyone appreciated my "NORMR60189" tag on those photos.   I handled that by saying "Send me your photos and I'll include one on the masthead of the newsletter".  There were no takers, as I recall. I gave a digital camera to a board member to use.  Not one picture over the span of the year or so.

By fall of 2018 after an even more rancorous, contentious board year, worse than 2015.  Some materials I prepared were ignored. The water main project which could save the association $millions and reduce future owner fees languished while the board argued about noise restriction rules and other trivia.  There are limits and I had reached mine. Three board members decided they would not run for re-election and I was one of them. I'd met my goals which I set in 2008 when I first decided to run for the board. My final newsletter articles were prepared on August 16, 2018.  It included a "Guidance" insert to inform owners and prepare new board members.  One of the things about BLMH is the "old school" board members don't train or mentor.  The association is their personal fiefdom. The first thing the new board of October 2018 did was to raise fees, even though their prepared budget dated October 2018 indicated a more than $100,000 surplus for the year 2018.    

In October 2018 I prepared a MS-Word template for the newsletter and gave it to the board and management. With that task I was done. I was no longer a fiduciary and no longer required to be "nice" to the individuals who made my life difficult when I was a board member, drove off a very competent member, attacked others to drive them off, and then with the champions gone, raised fees unnecessarily in the fall of 2018.  The entire board passed that fee increase, even though the numbers indicated it was not necessary. I sent a stern and very detailed email to management and asked them to forward to the board. I never got a reply from the board. 

Pie Chart, May-June 2011 Newsletter

Here's the Pie Chart I prepared for a newsletter of May-June 2011, using the budget data provided to all owners. This was intended to better illustrate and communicate the issues. That was an expanded, 6-page newsletter:

Clicking on this image will enlarge it

Post updated 9/25/2021

(C) 2021 Norman Retzke

Saturday, November 3, 2018

9,000 emails - Whew!

0 comments

Bookmark and Share


Communications is critical in a Homeowner's Association.  The problem is that someone has to formulate that communications in a responsible way.

Among board members, that may mean preferring phone calls.  We aren't up to the level of "groupware" yet. In fact, regular access to a PC or the ownership of a "smart" phone is not a board requirement. However, with free email readily available (such as gmail) and a nearby college and the computers of the public library, it is possible for even those board members who don't have high speed internet at home to access email on a frequent basis.

Of course, that is not adequate when there are urgent matters to attend to.

Is a phone a problem? Well let me simply state that in our HOA we've had cliques formed from time to time among board members. That means a small group stays in communications, keeps others in the dark and then runs the agenda of their leader. That has been a problem in our HOA from time to time. It is a great way to hold and consolidate power, and it is a great way of manipulating the process while keeping other board members in the dark.  Politics and these types of power games have no place in a HOA and among the board, but this is reality. Not everyone should be on a HOA board, not everyone is willing to act as a team player, not everyone is willing to be a fiduciary and some do prefer to play these types of games.

I prefer email and that generally worked. Why my preference?

  1. It is self documenting - information can be formatted, proofed and sent to everyone who needs to be informed. 
  2. It can be forwarded to interested parties, and to others who "need to be in the know".  This is particularly valuable when promises are being made, timelines and dates established or duties and requests are being made. 
  3. People act differently when writing email. It's amazing how much more cordial and thoughtful people can be when they know whatever they send can be printed and distributed. There is no "he said/she said" confusion. 
  4. It can be sent to everyone on the board, or just those board members who must be informed. For example, financial needs or info or requests to the Treasurer, with copies to the vice-president and to management.
  5. It can be prepared in advance, saved as a draft and then sent at the opportune time. For example, I preferred not to send emails to management on the weekend. They are entitled to time off, and I didn't want the emails to get buried. I don't know about others, but until recently because of business, I frequently received 100 emails, or more, each day. These were all directed to me and required some sort of a response. 
  6. If used properly, it can be readily searched and threads are apparent. 
  7. If a unique subject line identifier is used, then even large email databases can be searched. For example, if the HOA initials are used as a subject item, such as BLM. 
Email does have limitations.
  1. Some people will refuse or avoid using it. In particularly those who are lazy, don't want to be accountable or responsible. Sadly, that's not the way it should be in a volunteer organization which is supposed to be comprised of fiduciaries who are supposed to be on a team and share the load. But this is reality we are talking about. So some won't use it, won't reply to emails and so on. The most intransigent will argue against communications. We've had one board member who has argued this way, going so far at to take the position "No one reads the Newsletters" as a position to avoid writing articles. Sad!
  2. I say "if used properly" because that requires sticking to the "Subject" in each email thread and creating a new email for new subjects and topics. You would be surprised how many people use email as a kind of "stream of consciousness" communications device.
  3. Likewise, it is easy to create "data storms" where people begin to respond to an email, then a thread, and then to another thread. Get five or more board members doing this over a day or so and it is almost impossible to deal with the messages which become cross-threaded and jumbled. 
  4. Email should not be used to avoid public discussions during association meetings. But some boards use it that way. 
How many emails did I send or receive during my short time as a board member?

About 9,000 emails according to my records! 

















Friday, September 21, 2018

Creating a smooth board transition in a Homeowners Association HOA

0 comments

Bookmark and Share





One issue facing homeowner associations is creating a smooth transition when there is board turnover.   The purpose is to prepare owners, boards and board candidates for what lies ahead. How to go about that is the subject of this post. I see three approaches:
  1. Communicate
  2. Mentor
  3. Remain on Committee
However, it is very important to realize that what is provided must be accepted in order that there be a successful transition. That is not always the case. Personalities of board members may clash and the consequence may be bullying, politics, subversive groups, personal agendas, resistance and apathy.

Owner apathy and disinterest can result in a lack of candidates and new board members to be mentored. These things will undermine the operation and prevent a smooth transition. Board members are supposed to operate as fiduciaries. Owners are supposed to be treated as the shareholders they are. These things don't always occur and not all board members believe in communications, etc. Some may harbor a deep seated loathing for owners, with the position that their duty is to the association and the primary purpose of owners is to keep the rules which includes paying their fees, period. Boards may see themselves as the "superior beings" in the association. Good luck transitioning when these things are present. 

If the remaining or new board members are emotionally unavailable and walled off, or expect to be power brokers, or are not open to change and learning, then any and all transition techniques will fail. Board members are volunteers. Owners sometimes forget that. Boards will only do what they are willing to do and there is no power on earth that can force one to do more than one is willing to do.  If boards fail to get the job done there is a natural tendency to revert to methods to "look good" to owners or promote popularity. Some of the methods employed may include:
  1. Control of Communications. Boards may avoid providing certain information via the newletter or during open meeting sessions.
  2. Save bad news for the Executive Session. This is a breach of duties but nevertheless it can occur.
  3. Create board member groups (cliques) to control discussions during board meetings.
Communications
Communications has the purpose of preparing and passing information. Our association doesn't have a handbook. I chose a different route. One way to inform is to do so gradually and to publish. I've accomplished this several ways:
  1. Communicate relevant information to owners in attendance during the HOA meetings. I've taken the approach that owners and other board members may require further explanations and I usually provide longer explanations when I am speaking. However, with near zero owner attendance in recent months and some board apathy I've altered my approach. 
  2. Because open/executive session meetings in our association are limited to two hours monthly it becomes impossible to completely discuss some issues, projects, etc. in the limited time available. Obviously other methods must be employed.
  3. Articles for eight years in the association newsletter which include methods. Reading the newsletters provides valuable insights into what needs to be done and one can glean how to do it. Reading the newsletters one can determine "How" and "Why". 
  4. Publish the information on the web, so it is available to all owners and boards. Here's the link to our association website newsletters: http://www.blmh.org/newsletters
  5. Send emails to boards during the period leading up to the transition which provides guidance and information about issues, projects, tasks and so on that will be incomplete after the election and will pass to the new board. Ask management to include these in the next board packet so the newly elected board members are also informed. 
  6. Create a blog. The newsletter is very limited in space. In fact, owners have complained that it is "too businesslike" and one board member has insisted for years that "No one reads the newsletter."  This association doesn't have a  blog. I created this blog in 2008 as a means of further communications methods, issues, data, etc. This blog is sometimes read by board members and can be an effective method of telegraphing that they are, in fact, being observed. A blog can also provide alternative views. 
Here's a link to an article on cummunications over at Wharton:     http://knowledge.wharton.upenn.edu/article/the-secret-to-great-communication-skills/


Mentoring
Mentoring is an approach which trains others to assume responsibilities. It may occur over years and is a useful approach for completing commitments which are not open ended in nature. It includes:
  1. Specific guidance
  2. Leadership through example 
  3. Motivation
  4. Emotional support

In practice I assist others in the performance of their duties, have provided technology, asked others to assist me, delegated to others but not abandoned them and so on.  I've approached my commitment on the board as both a member of a team and as a team leader. I've defended board members when they became the target of bullying by other board members.

Remain on Committee
Once that a board member's tenure is over, it is helpful if the board member remain available to the new board. One way is to become a committee member. Of course, the committee member does not vote and may not attend all board meetings.

The committee member is not a fiduciary and is not bound by such duties or responsibilities.

The committee member has specific assignments but is not intended to replace the responsibility of the board. In other words, there remains a requirement that boards be "working boards".  Some boards have not seen it that way, believing that their primary purpose is to read the monthly management packet, attend the meetings and vote.  The preference for such members is to exercise power and delegate. That approach is woefully inadequate in my opinion.

You can't teach an old dog new tricks
This is also sometimes described as "You can lead a horse to water but you can't force him to drink."

My point in posting the statement is to point out that boards do what boards will do, and this also applies to owners. In other words, one can do their best on a HOA board, but what happens is a consequence of group dynamics.

For boards, I think of the expression "A chain is only as strong as it's weakest link."  In boards we have a group of people who each have one vote.  With that one vote comes equal responsibility. However, in the real world that may not occur. Which is why there is such a wide disparity of duties among board. There may be abundant titles. However, the actual work load may not be shared equally.


Wednesday, May 3, 2017

Best use of technology

0 comments


Bookmark and Share



Modern technology can be very supportive of boards in performing their HOA duties. Cellphones, digital phones with video and camera, the internet with email and Skype, and pdf files and jpg or jpeg files. These are all examples of the tools that have replaced some earlier technologies and may today be essential for modern HOA operations.

These provide improved communications with management and contractors, as well as owners or residents. However, open meeting legal restrictions does place some limitations on boards. One must always be cognizant of avoiding or skirting open meetings, even via the internet or email, that might undermine owners rights or the law.

Resistance to change does prevent full use of these technologies. Some board members may be threatened. Power can be lost through improved communications which makes us all inclusive, rather than exclusive. Some board members may feel that having the undivided attention of individuals is the way to go. That does require meeting at a specific time and place. Email permits measured responses at the time and choosing of the individual. It does also allow one to avoid a response. I prefer to think of time as money. Each manager or contractor has only 480 minutes in a normal work day. If I choose to use email that allows them to pick the time of their choosing to respond, even if it is after normal work hours.

It is important to realize the technology should be use to empower ourselves and others. That may be difficult for the entrenched, arrogant, threatened or political. It should be used to improve communications. It has been said that everything can be resolved via communications.

The challenges can be met and even the unempowerable can be empowered. Yet. it isn't all about the tools. It is all about how the tools and gifts we are given are used.

Recently, I was far distant and yet I was able to assist our Vice-President in completing the newsletter. Using cellphones, email, word processors, spreadsheets, printing in pdf formats, digital cameras or smart phone cameras have all become normal as a means to accomplish this.

There really are no excuses.  We can do newsletters and maintain communications from anywhere. Of course, this does pose one problem. We can be contacted  anywhere, which is why I no longer carry a cellphone published for owners to complain or harangue. Some took advantage and so I now direct owners to attend the HOA meetings so they can direct their issues to the entire board, which makes all of the decisions.

Here's a photo of me working on my portion of the newsletter more than 1,000 miles from the HOA location. Yes, we can get wi-fi internet connectivity anywhere and if the local campground isn't good I carry a Verizon jetpack hot spot as a backup.



BTW, this post was published from my HOA condo, although Comcast internet was down. I used my Verizon jetpack hot spot. Love modern tech. A word to the wise "resistance is futile."

Tuesday, November 3, 2015

HOA Newsletters - Some Changes

0 comments

Bookmark and Share



I hope boards continue to make the newsletter a priority for communications. This truly is an essential group effort.

The newsletters are one of those chores that board members may choose to avoid. The newsletters have changed at BLMH as time has passed and boards have come and gone. I'm sure there will be changes in the future. Preparing newsletter articles has been among the more unpopular board tasks. As a consequence the newsletter is what it is. Some of this could be technology issues. There is no requirement for a board member to use email, or have a personal computer. There is no requirement to have a telephone either.

If asked I will tell anyone who listens that low owner involvement is unhealthy for a HOA. That's my opinion. However, purchasing and living in a HOA is voluntary. The only people who have a duty beyond paying fees and keeping the rules are the board. That's a fact. HOA boards in Illinois did not write the Illinois Condominium Act. The legislature did. "It is what it is."

As a consequence, preparing the newsletter and other forms of communications is a board responsibility. Owners may choose not to read it. They are under absolutely no obligation to do so. However, if they don't they have no excuse for complaining about "I didn't know" or "How could this happen?" Similarly, if owners choose not to attend HOA meetings, they should have no complaints about being unawares of what's going on. It is unfortunate that owners cannot be held to higher standards, but the legislature assured that when the made the Illinois Condominium Act.

I am inclined to scoff at any owner who complains about "a lack of transparency." I can only do so because of what is published in the newsletters and the various mailings. In fact, the newsletter is mailed to all offsite owners. Some board members don't get it and based on their positions about communications I am certain they never will.

We are making progress. The newsletters are now prepared and published by two board members. However, there have been other changes. Some may be more apparent in the coming months.

Anyone in our HOA should have noticed that the newsletters are usually published at the end of the publishing period. They usually contain factual articles about what occurred during that time period. We do six per year, so for example the January-February newsletter may not be published until late in February. That "six times per year" approach will probably be the minimum number of newsletters per year unless the board decides otherwise.

I have had the opinion that there are two "must" articles each month. One is by management and the other by the president. That takes up the front page. Two interior pages are reserved for the other articles on finance, landscaping, maintenance, projects & architecture, rules and welcoming. That's three articles per page. However, with the changes on the board this may no longer be the desire of the board.

In a good issue there are three or four board members as authors. With the split of Architecture & Projects from Maintenance there are now two board members actively involved in these areas and that also splits the load for these articles. Recent newsletters have had regular articles by the President. Architecture & Project, Maintenance and Treasurer. Added to that is whatever other board members feel is prudent and necessary for owners to know.

An owner might assume that no article means there is nothing important or going on by a director. That's a reasonable assumption, but it might be an inaccurate one.

For years, getting this done has been like "pulling teeth." In fact, I can state that I have spent substantial time from 2011 to 2015 hounding board members to write articles. In fact, I spent less time for the other tasks of  writing my own articles and composing, editing and sending the complete newsletter to the printer. At times it bordered on the comedic. I recall one board member argued repeatedly that "They (the owners) already know that" when we discussed the need for an article on a specific subject. Of course, we get one or more new owners every month. That same individual would also argue "It's in the rules" or "It's in the bylaws." Sure it is. That same individual would also complain "No one reads the rules or the bylaws." Okay, so where do these types of circular arguments lead one? I guess it is all about "I don't want to write an article."

The newsletter was one of the reasons I found myself spending from 450 to 700 hours "working" for this HOA. But of course, I'm not a paid employee. I'm a volunteer. I've concluded that this is what owners and some board members expected and demanded of me. But there are limits to the amount of time that can be spent in a year. That is precisely why some things didn't get done. It would be foolish to assume that more will be accomplished in 2016 with fewer on the board. It won't happen unless everyone "bellies up." Considering the history of this HOA, that is not going to happen.

At times the newsletter contained articles by as few as two or three board members. In the past, this was not obvious. One mistake I made early on was to function as a ghost writer. I thought that might "jump start" some articles. I took photos and put them in the newsletter and asked board members to "please write something." In fact, that approach never got us to the next level and so I no longer do that unless specifically asked to do so and with a really good reason. Why? Because I shouldn't  make statements for another board member. We were each elected or appointed and we each need to state what we are doing and what we will do on the board in our own words.  Making these statements is a part of being accountable and should be among the duties of a board member, shouldn't it? That's also why I suspended editing what is provided by a board member, unless I am specifically asked to do so. In the past I tweaked grammar, spelling and even addressed what I thought were factual errors. I then returned the articles to the author with my request that my changes be reviewed. Some of these things also made a difficult task more difficult and would delay the printing. Prior to printing I had an educated professional read the articles to see if they were comprehensible and made sense. But no longer.

Of course, with two preparing the newsletter we now have two sets of eyes to look for glaring issues. I think this will work fine.

These changes are only possible because the newsletter duties for some months now have been taken on by another board member. Partnership is a wonderful thing. It worked for developing the delinquency spreadsheet and it is working here. Because I take hundreds of photos of the association each month, I continue to provide the masthead photo, which is cropped and resized to keep file sizes reasonable.  I write articles and I help. My commitment to the newsletter remains unchanged, but I'm no longer the main event. We work together well and I do what I am asked to do, including editing and review.  Similarly, my articles are reviewed and we discuss them.

I will continue to pursue board members when I think their articles are critical. For example, with a hundred scars on the property, landscaping has a lot to do in the next few years. A lot of money will be spent. Owners need to know what the board is really up to in this area. But in fact, what area is not important? Landscaping, Maintenance, Architecture, Projects, Finance, Rules, and Welcoming are all important aspects of the HOA. If that were not so, why have a board position for them?

Some board members provide articles as Microsoft Word documents, some are hand written and others are text embedded in an email. It all must be formatted and fitted into the available space. That also increases the time required to do this. One never knows who will write in any given month, nor do we know the length of the article that they will provide. .

In the past, I took the position that whatever a board member wrote was what they thought was important. I was of the opinion that it was best to use what they provided verbatim. So articles were seldom if ever edited for length. I wrote articles which were formatted for the remaining available space. These are intended to be factual and educational. How does this HOA work? What are we doing? What are the priorities? What are our plans? What are the issues we face? and so on. It has been my opinion that the shareholders need to really know what is going on. In that, there has been some real disagreement among various boards and board members. I know we are all busy and I do understand that in any given month there may be no interest in preparing an article. But all it takes is about 150 words per month. How difficult can that be?

We certainly have sufficient material and ample subject matter for newsletters in an HOA as large as this one. Each HOA meeting provides additional information. All I have to do is go through my meeting notes, or owner questions during the HOA meeting or whatever else has occurred in the previous 45-60 days. I pick the most important or what I think might answer the burning questions posed by owners during HOA meetings, or explain something that has occurred.

As more board members wrote articles or lengthier ones, I trimmed mine to fit what was left. Sometimes I added more photos and at other times there were none. With the 2015 change and someone else doing most of the work of assembling and distributing the newsletter, I now provide several articles each month, in MS Word documents. These can be selected as relevant, copied and pasted into the newsletter and the others discarded or saved for a future newsletter, space permitting. They may also be edited. Some editing is always required to fit all of the other articles into the available space.

At one time I provided articles to the communications director which were of a specific word length. That is a good approach if everyone complies. But I also decided that I wanted board members to have sufficient freedom to state their piece in their own words. Of course, there are real space limitations. When the day comes and six board members write 1000 word articles, it will be a real problem. It could happen. When it does authors should expect to be asked to reduce their articles to a specific word length.

Why go through this newsletter effort? Owners should be optimistic because they are provided with facts and position statements in the newsletter. No one likes unpleasant surprises. Owners should not be blindsided by board decisions that are not published and repeated to all owners. Of course, sensitive or lengthy material can and should be mailed. A lot has been published in newsletters, but there are also glaring omissions, One thing to keep in mind is the newsletters are all published on the internet. There are some things that should be only for the shareholders who own a unit and "have skin in the game" or for residents.  The newsletters are not intended to be entertainment, or part of a social club.

I find it easy to determine what is of concern to owners. I simply listen to them. Then I respond with an article or articles. Some board members have dismissed owners and owner concerns. I get it. Writing newsletter articles requires:
  1. Doing research, developing plans, making decisions and then publishing them. 
  2. Making a committed statements to owners.
  3. Treating owners as the shareholders they are.
  4. Doing work; writing accurate and factual articles is not a simple task.
  5. Being held accountable for our actions. Yes, owners may some day come to the meetings and say "You said this in the newsletter; why didn't it happen?" 
  6. Taking the time to do so. 

Monday, May 7, 2012

On the Importance of Communications

0 comments
Communications and budgeting are reoccurring themes on the blog. I'm going to revisit communications in this post. I would suggest that a significant portion of the work of the board is communications and budgeting.

If you have regularly attended association meetings over the years, then you would be aware of owner complaints about "communications."  I'm not certain of the precise meaning. For example, are such complaints merely complaints, or are they requests?  These complaints may also be an excuse for a lack of action on the part of the owner, as in "I didn't know!"

The fact is, I don't know what people are thinking nor can I fathom their motivation. I do know that communications can resolve differences. I also know that formal communications, such as an association newsletter, is a powerful means to keep all owners on an equal footing and aware of what's going on. A well prepared newsletter can communicate what owners can expect from the association and just as importantly, what is expected of them. In the absence of formal communications there is a tendency in human beings to sometimes make up things, or form gripe groups. So I prefer to put something into place. If not, then someone else will develop a fiction and put it out there. It's a variation of that old saying "Nature abhors a vacuum."

I also prefer to avoid damage control. So it's a choice of being pro-active or being re-active. Some owners prefer to sit back and when things go wrong, complain "How could this happen?" I suggest they look in the mirror and ask themselves the serious questions.

Nor do I know the answer to the question "How much communications is adequate?" I've experienced different approaches, different methods, different critiques and listened to different arguments in recent years. I've seen newsletters with information and I've seen newsletters with filler, and a combination. Over the years in doing things such as work on or for an association board and various volunteer groups, I have listened to points of view that "no one is interested in that stuff" and I've been given the opinion "that's too much information." I've also been told "there isn't enough information."

It was once suggested that my A&M reports to the board should all be published on the web, which could put 5-10 pages of my notes up each month.  Some of these same people has said that my blog posts are too long. I'll let the reader figure this out!

I do have concerns about publishing my notes. They are, after all "my" notes. They include my opinion and are designed to stimulate conversation among the board members. They are intended to promote a dialog to formulate action plans. I do give an excellent summary at each board meeting and all owners can come to the meetings and listen to the presentation. An owner can take notes and share it with their friends who cannot attend.


The Requirements of Owners
In summary, owners have presented quite a wide and diverse set of possible requirements. As my departed father was fond of saying "talk is cheap."  However, I do discuss the newsletter with various board members and I do question how lengthy should the newsletters be. It takes time and money to prepare the articles and to print it. It's a board decision about what goes into the newsletter, how lengthy the articles are, and ultimately how many pages are provided.

The website is a follow through to decisions made by earlier boards (ca 2008) and the current board is maintaining it.

What's the criteria for information to be? It is important to keep the goal of upholding fiduciary responsibility. That means doing what is best for the entire association and following the Illinois Condominium Act guidelines, in particular, avoiding groups or sub-groups. Improved information is a means of empowering all owners. Of course, different boards have different opinions about what type of information empowers owners. My perspective is simple. This is a business and the board makes all kinds of decisions about collecting and spending money. Some of that information is presented in the newsletter.

What owners do with that information is a personal matter.


The Newsletter
There are only two means of universal communications to all owners. One is the official association newsletter which is mailed to offsite owners and distributed to all on-site residents. The other is special mailings by the association to all owners.

The newsletter provides insights into the association for owner and for non-owners and because it is published on the WWW it may be of assistance to potential owners. I view the newsletter as the primary communications means for Briarcliffe Lakes Manor Homes. I have therefore championed it and done my best to expand the content.

This began several years ago, when I decided to promote expanded information at BLMH. This was not simply about form; it was and is about substance. This blog was one result. This blog  began as a diary of personal observations. A step change in this association and poor board communications changed this blog. At the time, I saw this blog as a means of promoting a dialog and more information for owners.

I have led by example and written a lot of stuff for this blog and more recently for the newsletter. Some is published and some is not. There have been about 281 posts and there are another 60 in draft! I've also been an advocate for expanded articles on all subjects in the newsletter. This is not easy because it is work for all those involved. It is also difficult to make declarations in the newsletter. Boards have the right to change programs as circumstances warrant. New boards do not necessarily have to follow or complete existing programs. Of course, they are required to maintain the association. Some of that is subject to personal interpretation.

I attempt to write for new owners as well as long time owners. I think some things benefit from repeating. I base this on the perspective that it seems some owners and some residents are unawares of the governing documents, and that includes the "Rules and Regulations." The newsletter is a means of providing a continuous stream of that information, and repeating it if necessary.

Preparing documentation is time consuming. Anyone who uses software has noticed that some of the accompanying manuals are horrible. There is a reason for this. Many programmers enjoy the "coding," but hate to do the documentation. Worse, taking an expensive programmer and having her write user manuals could be considered to be a terrible waste of talent. Our association is somewhat like that. Our board works hard to accomplish all of the tasks put before it. Writing articles for a newsletter, etc. is more work for the board. So what should be done? Meet with the roofer, or write a piece on garage floors for inclusion in the newsletter?

Some owners like to think that the board has nothing better to do than cater to them. Some owners think that seven people can ride herd on 336 owners. Some owners think that an understaffed board is perfectly acceptable, or that board members who have no specific duties and assignments make up a fully staffed board. I disagree. The caliber of the board, the number of board members and their committees, and the carrying out of specific duties and assignments all contribute to a well run association. The opposite is also true.



Reality of Meeting Attendance
 It could be argued that if owners came to the meetings, then the newsletter wouldn't be a necessity for owners. However, we have offsite owners and that's a reality. It is also a fact that the newsletter is not a substitute for two 2-1/2 hour association meetings. Owners who come to the association meeting can attend the owner's forum and can also hear the entire business meeting. They will get a lot of information.

Conclusion
I've made a personal decision to provide sufficient information about Architecture & Maintenance for publishing by the board to keep all owners in the loop. Enough to bring new owners up to speed. Enough to fulfill an obligation as a fiduciary under the Illinois Condominium Act to treat all owners equally and to avoid sub-groups. I also decided to promote the publishing of more information. This blog became one personal source, and I've promoted the public dissemination of information ever since.

I'll continue to promote the newsletter and encourage the entire board to provide articles of substance and relevance. I hope my writings are equal to that.

Notes:
  1. Coming soon; a post on "Community Living." 






Wednesday, October 28, 2009

Call for Guest Authors

6 comments
A reader or readers (Anonymous on October 26, 8:03 and 8:05PM) made a suggestion for guest authors. (Reference 1).

That's an excellent idea, and if anyone is interested, send me an email with your name and phone number, and a brief summary of your proposed post, or posts. After discussion, your posting will be under an "alter ego" of your choice. Send the email to me by clicking on the link below:

Send an email to Norm

Now before I get comments about possible censorship, etc. I want to clarify something. This is not an association blog; that is, it is not owned by the association. Unlike our newsletter, and other "official" association communications, which are the collective statement of our board,  this blog has been a personal endeavor. Therefore I have no responsibility or "fiduciary duty" to represent the unit owners in this blog. The fact that I do is a matter of choice, and of commitment.

It didn't have to be that way. Earlier this year, I offered in writing, to transfer this blog to the association. That offer was declined. Nor was there a counter offer from any member of the board, such as "we would prefer that you work on our website". So as someone has said "it is what it is".

This reminds me of a course on "Accomplishment" that I took some years ago. The question was asked "What are you committed to, Results or Reasons?" In that spirit, I am willing to open this blog up. However, I do have an objective for this blog and it is stated in the column to the right, entitled "WHAT THIS IS ABOUT AND HOW TO NAVIGATe."

Consider your purpose and if you want to participate and are interested in making a contribution to your fellow unit owners and to this association, then send me an email. However, unit ownership is NOT a requirement. 

Thank You!

Reference 1:  Comments to Post of October 26

Thursday, October 8, 2009

Everything Can Be Resolved In Communications – It’s Not Rocket Science

2 comments
That was the message delivered in a course I took a few years ago. It’s not “news” either. The founding fathers of this country knew this and went to great lengths to protect freedom of speech in this country. For the same reason the Illinois General Assembly included, in the Illinois Condominium Act, a mandate for “open” HOA meetings in which all board business with only specific exceptions, are to be discussed in view of unit owners.

However, it takes a lot more than simply “free” and open speech for an HOA to work. It requires, among other things, a commitment to “workability”. For unit owners, such a commitment is optional. They vote, but they have no fiduciary responsibilities and duties. In other words, there are no requirements for unit owners, beyond those contained in the bylaws and rules & regulations of the association.

For the members of the board of managers, such a commitment is a requirement.

But what exactly is a “commitment to workability”? Workability is defined as “capable of being done with means at hand and circumstances as they are.” (Reference 1)

So exactly what are the “circumstances as they are?” Currently, this association has been accumulating reserves for ten years. Currently, this association has a prepared list of driveways which are in “serious” need of replacement. Currently, this association has a defined program which includes specifications and a roof waiting for completion this year. Currently, this association has professional managers, a professional maintenance company, and a professional landscaping company.

True, this association is a bit more complex than a 12 flat with gravel parking lot. So we have professional, licensed, bonded and insured contractors to perform the necessary work. We are not reliant upon a couple of handymen and a gardener or janitor.

All of the pieces seem to be in place. As that popular commercial states “this isn’t rocket science.” (Reference 2). So what’s the problem?

The experts tell us that we need a board which has “sound business judgment and a healthy dose of common sense” and will consistently “act as a fiduciary on behalf of ….. fellow owners.” (Reference 3).

I also think that the board needs a “commitment to workability” which transcends the perspectives which sometimes occupy the volunteer workplace. It’s necessary to overcome self defeating positions which can include “it’s not in my job description”, “I’m just a volunteer”, “I don’t have enough time”, and so on. All it takes is a team committed to performing its fiduciary duties. In the words of the experts, put the interest of the association's homeowners collectively first. Protect the fiscal and structural security of the building and the association and the well-being of its inhabitants. Uniformly uphold the rules and regulations, and look out for the interests of the unit owners as a group.

As the guy in the commercial says “it’s not rocket science”.

Reference 1:
http://www.thefreedictionary.com/workability

Reference 2:
http://www.youtube.com/watch?v=fM8puyJxL1U&feature=player_embedded

Reference 3:
http://www.hoaleader.com/public/206.cfm

Monday, September 28, 2009

Where To Go From Here? September 28, 2009

1 comments
I’ll be posting the coming events but first, I have to acknowledge that I did not publish the notes of the meeting of September 10th. I did type these, but the latest incident of violence against me intervened. I will publish those notes and eventually, our Association will produce a “formal” or "official" website which will publish a version of those notes, or so we were promised a year ago and this was again stated by our Communications Director at the annual meeting. However, no dates were given. Running a campaign is the latest in a series of more important tasks.

As to the latest incident of violence, which occurred the night of September 16th, I did send a letter to the management company and to the board, but there has been no response. As I recall, the big campaign issue last year was “about being heard” and at that time our Communications Director stated that the “current board allows no communications”. Seems to me that this has now come to be true.

So, preparing that letter and meeting with police, etc. took some of the time I would have allocated to publishing the meeting notes. But that was one of the intentions of this series of attacks, wasn’t it? To attempt to silence me, a candidate, before the election, to get a continuing message across, and to disrupt my life.

After a year under the rock, er, ROC and now that we are beyond another election, I am wondering how the latest version of enlightened governance will manifest itself. According to the latest political missive of our Communications Director, it will “cultivate a fresh mindset among our community leadership that encourages rather than stifles the individuality of our homeowners and places the highest value on sincerity, honesty and respectfulness.” From my experience, it would seem that “individuality” is to be tolerated only when it conforms to some official viewpoint.

Earlier this year, “injustice” against a unit owner was a big topic for our Communications Director, and of sufficient personal interest to make it worthy of disrupting an association meeting. Supporting people who break the rules and the regulations seems to be something that activates her. But “injustice” doesn’t include the string of violence against me. There are several subtle and not so subtle messages that are being conveyed here. 1) I should be a member of the ROC, 2) I should be a member of the Neighbors Club, 3) I voted for the wrong board members, 4) I have associated with the wrong board members or former board members, 5) I openly stated at the most recent budget meeting that I was in favor of an assessment increase, in defiance of the Communications Director, who voted for a 0% increase, 6) I openly supported our Architectural Director and provided volunteer services for our roofing and driveway projects, 7) I have criticized our Communications Director for disrupting an association meeting, 8) I have criticized our Communications Director and our Landscaping Director for their activities which have stonewalled or delayed our driveway and roofing projects. 9) I didn't roll over when our Landcaping Director accused me of accepting special favors so maintenance would be performed on the building housing my unit, and I won't accept personal responsibility for the poor real estate sales in the area, and 10) I had the unimitigated gall to be so much the individual as to publish all in this blog. 11) Finally, for all of the above and other real or perceived transgressions, I deserve these attacks, which are to be ignored and allowed to continue. Looking the other way is collusion, I am told.

Returning to more important matters regarding this association, if our Communications Director practiced what she preaches, we probably would not have lost our President earlier this year, and with her, her husband who would by now have our “official” website up and running, and the driveways would already be in progress. But we do get nice slogans. The “cultivate a….mindset” statement is one that is frequently used in yoga and meditation. For example, “Cultivate a Positive MindSet Through Meditation” (reference 1)

The statement of placing “the highest value on sincerity, honesty and respectfulness” is probably borrowed from Sri Sri Ravi Shankar or some other mystic. For example, Sri Sri says: “At this time we need only to cultivate love and understanding……The timeless values of religions are……Nonviolence…..Friendliness and cooperation… [and] Integrity, honesty and sincerity.” (reference 2).

This also refers to ontological structures, which “manifest themselves in terms of the intangible human traits that we live by, such as patience, humility, tolerance, deference, non-action, humaneness, concern, pity, sympathy, altruism, sincerity, honesty, faith, responsibility, trust, respectfulness, reverence, love and compassion.” For a typical discussion, see the article from Buddhism Today (reference 3).

Reference:
1) http://www.specialtyansweringservice.net/articles/meditation/Cultivate-a-Positive-MindSet-Through-Meditation_26278/
2) http://sawf.org/newedit/edit02032003/aol.asp
3) http://www.buddhismtoday.com/english/sociology/014-humanright.htm

Wednesday, August 12, 2009

Too Hard on the ROC?

0 comments
First, I really like it here, at BLMH. I like my neighbors. All are friendly, some stop to chat while they are strolling with their pet. Some are quiet. Some are young and single, some married couples and some are retirees. Some of my immediate neighbors help each other and we share chores. Some help me with the snow shoveling, when we get that dusting, or more that isn’t handled by the professional service. Some of my neighbors vacuum the halls. Some roll in my recycling bin on Friday, if I arrive late in the evening. Some do nothing. That’s the way it is, but they are all friendly and some are congenial and would probably be fun at a party. This has inspired me to share homemade cinnamon buns with them in the cold of winter. How else to say “thank you” with some grit to it? As a good baker, that’s one small way I can do so.

Some slow down as they drive by and some even wave. Some speed on by, preoccupied. Most are courteous and are obviously simply going about the business of living their lives, as I am.

I like the 40 acres of well cared and landscaped grounds and buildings. In the nearly 9 years I have been here, maintenance and decorating and painting has been at least a “4 out of 5” as they say. The financial wherewithal of the association has improved, remarkably. How else to describe a nearly 5 fold increase in reserves over 10 years, while simultaneously funding and completing reserves projects? This was accomplished because of the partnership that existed between our Board of Manager and our unit owners.

So what’s the problem? I’ve attended a few association meetings and frankly, at one point I thought I was attending the wrong meetings, or I was on another planet. I have observed a half dozen or so people whom I have come to view as chronically complaining individuals. But then I realized that they and their point of view, which they so vigorously promoted, was less than 2% of the owners here at BLMH. But they were and are persistent.

I have dealt with, lived and worked with people who are chronically dissatisfied or unhappy. Some work vigorously to prove their point. The most persistent, are somewhat like the honey bee. Yes, there is sugar and honey there and that is the attraction. But there is also a stinger. The most bitter and virulent, will hide that stinger but the moment you turn your back, they’ll use it. I’ve concluded that’s the way it is in our society. There are people who are what they seem to be and there are others who are not. We can all operate that way. Life is a choice, and allow me to demonstrate.

I sometimes think that living here at BLMH is a metaphor for the entire country. We have a great life, better than 90% of the people living on the planet. So what is the problem? I have concluded that some people are never happy. Some are bitter, and work hard at promoting their position. Some, like rebellious teenagers who never grew up, like to play the game “I won’t and you can’t make me”. As we age we become more sophisticated, some of us become very proficient at the game of “life sucks” and combine it with “I won’t and you can’t make me”. The best are adept in enrolling others in their causes, both for good and for trouble. We all need or should have a purpose in life. The question is, are our actions to be life affirming or not?

Our association is a microcosm of society in general. We have people who are willing to participate, and we have people who are willing to tear down those who participate. Critics of this blog could say that is what I am doing. However, last year, I suspected that a few dissatisfied individuals were attempting to run their racket and take a dump on my lawn. I decided to stand up, although I fully realized in doing so I would become a target and a magnet.

Recently, I have been asked why I was being so hard on the group known as the ROC or Residents of Change, and specifically their board members. I sometimes take a stand when I am confronted with the forces of negativity. I don’t think I’ve been unfair in my critique. However, to provide a serious reply requires presentation of my perspective. I also direct the reader to my post of September 27, 2008. From my perspective, I’d like to think that people, after creating quite a ruckus, disrupting meetings, running a campaign and then being elected, would read their campaign literature, the Illinois Condominium Act, their signed agreements and oaths, and then act accordingly.

Apparently, expecting people to do what they agreed to do, may be too much to ask. Making broad declarations and promises was easy. Developing concrete plans is more difficult, and carrying them out to fruition is more difficult still. The world is full of idea people. I say that based on my experience and many years in business. I too have a lot of good ideas. But it takes a lot to make ideas a reality, and that includes a structure for fulfillment, which is a topic for another post.

I’ve been told that if it’s so easy, why don’t I try running for the board? First, it isn’t easy. That’s why I am always skeptical of people who make big promises with little to show at the time the promises are made. Secondly, working on the board is an open ended agreement. My experience with people of varying capabilities indicates that taking on these types of agreements can be like stepping into a black hole. Take it on and expand to fill the void and then what happens? You get accused of micro-managing. I know, I’ve been there and done that, as they say.

The truth is, it is impossible to satisfy everyone all of the time. So anyone who steps up to the plate and joins the board with the intention of keeping people happy is destined to failure. The alternative, which is satisfying a small but very vocal and visible group is worse. It requires the board member to abrogate his or her responsibilities. As a unit owner, simply because you don’t attend association meetings or harangue the board doesn’t mean you are completely satisfied. Nor does it mean that your needs as a unit owner should be put to the rear of the line. But it is so easy for a board member to acquiesce to that in-your-face minority and that is the pull.

I was recently asked why it was that my window sills were upgraded. I was asked “who did I know?”, and the implication was that I get favored treatment from the board. I have a B unit, so my window sills were not upgraded. I am expected to replace my dormer window when the roof is replaced, just as is expected of everyone else owning a B unit. So much for “favored treatment”. I have pointed out that the juniper, that is laying on its side at the front entrance has been like that for 9 years. As far as I know, none of my fellow residents have made a request about this, either. But that is the level of jealousy and backbiting that exists, even among our board members, one of whom was the source of the question. If there is an issue or a position, I suggest that board member do an analysis of the work orders for the past 5 years. I too would like to know at which addresses the money is spent. However, I think developing a criteria and prioritization scheme for maintenance and landscaping for each and every address would be a better use of time. But if this is an issue, there are ways to address it.

Another reason not to run for the board is the fact that I’ve never been particularly interested in bird-dogging people. I'm not talking about managing contractors, which is an altogether different thing. I’m even less interested in micro management. If someone drops the ball, the solution is simple, they should clean up the mess and then get on with it. If they are intransigent, and unwilling, or persist in doing it their way, that simply adds to the work load, and creates a drag on the team. As I stated in another post, teams are easy if everyone can pull the oars together. But if board members can’t or won’t pick up the oars, or lack fundamental skills, won't keep agreements or follow directions, then there are limits to what can be achieved. Again, that’s the problem with big promises made in a vacuum. Once one is seated in the boat and told to pick up the oar, then and only then does the real work begin. Politicians are adroit at campaigning, and spending other peoples money. Based on a lifetime of careful observation I say they are terrible at getting the job done. They are also skillful at creating misdirection and telling others what they should do. One solution is to acquire staffs and delegate. That’s why government grows and bloats. So do other organizations.

I have an issue with the formation of any group in the association which has an agenda, and then attempts to place hand picked candidates on the board for the purpose of furthering that agenda. In actuality, candidates so placed and elected do not have a mandate to do anything other than to operate for the benefit of all unit owners. They are required to operate in a manner that is uniform and fair to all unit owners. They cannot represent or speak for a select group of unit owners, no matter what promises were made. To do so is inconsistent with their fiduciary duties, their oaths, agreements and the Illinois Condominium Act. It requires them to operate in a consistent manner and with integrity. So the very premise of such a group seems counter to the purpose of an elected, impartial representative board. Certainly, promoting the agenda of a few is not operating for all of us. But that group is still here, and now, having placed their “chosen” candidates on the board, they have expected action on their agenda. In political circles, that is called payback, isn’t it?

At present, this group may have changed its tactics. We now have a “neighbors club”. It may or may not be affiliated. Time will tell!

I understand this club is currently promoting the neighborhood picnic. But I also understand that the circulars for the picnic include the statement that we can “keep our community friendly and beautiful”. So is it to be a social club or something else? Possibly something else. A party sounds fine, I just hope they don’t band together and show up at association meetings demanding painted garage interiors, benches, new and expanded landscaping, new patios or expanded paving around them or whatever it is that meets the ambiguous definition of a “beautiful” community. I would hope that the club's definition includes unit owner decoration of patios within the rules, picking up street trash and retrieving and stowing their neighbors trash and recycling cans on Fridays, or some such. Of course, perhaps we are entering the next phase of the new era at BLMH, and the “Neighborly Police” will be there to assure that residents toe the neighborly line.

Sorry to sound cynical, but I am convinced that there are no limits or boundaries for some of these people. I have a few nails retrieved from my automobile tires, as evidence of what I speak, and the card of the police officer I called to discuss this with, as well as the receipts for the repair and replacement of the tires.

I do understand that unit owners will have complaints, and it is human nature to sometimes expect special treatment. Making requests or demands is one way to have things done “your way”. But it can be carried to extremes. If you don’t get your way, then create a disturbance. Raise the banner of “unfairness” of “injustice” or “oppression” etc. Throw the buzz words and slogans around and blow off steam. Stir people up and get agreement. There are always a few willing to agree that life is terrible, no matter how wonderful it is. That however, should not result in action by the board of managers. Nor should board members champion such an agenda. I do expect the board of managers will listen, within time constraints at meetings. But every unit owner should be given his or her minute. The members of the board are not required to act, unless the resulting action were something that would be, should be, and will be done for any and all unit owners, is consistent with the rules and is within established and projected budgets. Allowing every unit owner attending an association meeting equal time to address the board of managers seems an appropriate expression of being neighborly and courteous, but at many meetings I barely get 30 seconds to address the board and sometimes no time. And I’m not alone. Why? because my time was surrendered willingly or unwillingly to another unit owner who took more time, or there were long rants about injustice, etc.

I also understand that things “can be better”. As an advocate of “continuous improvement” I know things can ALWAYS be better. I also know it takes resources. I have an expression which I have used from time to time with clients and companies that make certain types of demands. It is “we can do anything, all that is required is time and money”. Our board has limited time, limited resources and the association a defined and limited budget. However, the ROC got around that by saying things like “keeping assessments as low as possible”, but never gave me a definitive answer of how they would achieve that. The implication was that the board was lazy, inefficient, wasteful and possibly stupid, and so too were our contractors and management company. But the ROC knew how to set things right! Fire them all! Well, I don’t see ROC board members resigning when things go bad, or did I?

I also believe that improvement begins with each of us as individuals. I am always skeptical and cynical of people who act in such a manner or imply that improvement begins elsewhere. I know I can do better. I’ve spent thousands of hours and even more money on “self improvement”, time management, communications and other courses, and I’ve put a lot of what I learned to good use. So I’m not going to wait for someone else to step up to the plate. Nor am I an idiot who will willingly walk into the buzz saw, nor am I a door mat. Improvement begins in my life and my unit and it includes how I treat my immediate neighbors, my board members and my extended community. It includes simple things such as being respectful during association meetings and sharing the floor by limiting one’s time in front of the board. However, throwing buzz words around is very easy. “Walking the talk” is the difficult part. From past experience, I know that when I am up against the wall, I am less gracious. But how often are we up really against the wall? How are we as neighbors at other times?

Saying “things should be better” is a very ambiguous statement and I do not and will not adhere to the position that such a statement is justification for disrupting the operation of the association. I think there needs to be a prioritization. But apparently, I have different priorities. That is why I will never agree that an ambiguous and subjective agenda in which “we should all be more neighborly” is the appropriate criteria for the operation of an association and its board of managers. Neighborliness, in my eyes, is a worthy goal for the residents and it is their responsibility to make that happen by living their lives in a manner consistent with that. Demanding that the association operate by some undefined standard of “neighborliness” is ridiculous. We do have rules and regulations and those do define some aspects of acceptable conduct in the association. So when people come to association meetings and harangue the R&R Director about the perceived “unfair” enforcement of the rules, I think they want it both ways. Rules that they see as unnecessary are to be eliminated or modified. They want the association to adhere only to their perception of “being neighborly” and will attempt to change the rules to get to that place. But doesn’t being neighborly include living in a manner such that the social norms, and that includes the rules that are in place, are adhered to? Or am I confused again?

Some people are still making declarations about how “mean spirited” and un-neighborly it was to have the semi-trailer that was parked on the property towed. They are entitled to their opinions but they should stop beating that drum. The “neighbors” could have alerted the driver to move the truck out to the city boulevard, etc. etc. But they didn’t and the vehicle was towed in accordance with the posted signs. They could have quietly passed the hat, but they didn’t. End of story.

Certainly, residents should be neighborly and should pursue any hobbies they choose. If they want social activities, they certainly don’t need anyone’s permission, as long as such activities adhere to the association rules. They don’t need anyone’s permission to have a dinner party, BBQ on their patio, walk the grounds and say “good day”. As far as I know, they can paint their rusting air conditioners, keep their patios tidy, retrieve their neighbor’s trash cans on Fridays, help with snow shoveling, pick up discards in the street, keep the speed limits and so on, all within the rules. We also have a wonderful park adjacent for public parties, etc.

But that park apparently isn’t convenient or adequate for the parties some residents envision, nor apparently is the restriction on garage sales. So they pump up their elected representative(s) and come to the meetings and disrupt them. Sure, all of this would be nice. So would free beer and margaritas at the northerly entrance every Friday night. It seems it is the position of some that “neighborliness” can be discarded as soon as it is necessary to run an agenda to get whatever it is they want. Lest we forget, our board members are our neighbors too. So don’t they merit the same “concern and respect” that anyone else living or who has ownership in BLMH should get? Well, apparently not. I personally think the high point of foolishness or hypocrisy was reached when board members were attacked because they were “un-neighborly”. So, in the name of someone’s pet cause, it’s apparently OK and justifiable to trash some of our elected volunteer board members, and past board members. How quickly we can put our standards and slogans aside when it suits achieving our objectives.

The ROC agenda included an association “where we all can be heard”. Based on the past 11 months, it seems that agenda was really about an association “where a select few of us can be heard and get our way.” What about a fair and uniform treatment of all unit owners? That’s what is expected and required. There was a lot of noise about “open communications”. The ROC stated that “residents are virtually prohibited from expressing their thoughts to any board member.” They went on to say “Under the current directorship of our association, there is no mechanism in place to receive residents’ suggestions, comments, general questions, and yes, even complaints.” I didn’t agree with that statement, but I will talk about how it was and is. At the time these statements were published, when I inquired as to why there was no ROC website in which all unit owners could be informed, I was told, in writing that “The board does not allow any such communications; therefore there can be no website unless the board allows one.” You can imagine how surprised I was! This blog was up and running and I had, and still have, no one’s permission. This led me to wonder, what was the real reason no such site existed? One possible answer, was a lack of technical acumen. Another was a lack of true commitment to open communications.

Here we are 11 months later, and the same “underground” communications pipelines exist, and of course, so does this blog. However, this blog is open. The pipelines are not. The association does have a larger newsletter with “interesting” articles on history, architecture and carefully selected residents. In 33 years I may make it to the top of the list. I suspect I’ll never meet the rigorous criteria. As requested in letters and emails to the board, I would first like expanded statements on issues, the challenges in running the association and so on from current and previous board members with minimal editing, but that email was never acknowledged or answered. Of course, the excuse could be made that “we, the ROC don’t control the entire board and we are not allowed”. I was given that excuse nearly a year ago. I didn’t buy it then and I won’t buy it now.

I asked the ROC candidates to explain their statements about a repressive board. This was what they wrote: “Well, the definitions of repression are to hold back or keep from some action; to control so strictly or severely as to prevent natural development or expression; to impose an inhibiting discipline that discourages free thinking. How much brighter our community could be if we lived under the opposite umbrella of progressiveness, enlightenment, open-mindedness, tolerance, cordiality, and good humor.” No specifics or examples to demonstrate this open ended statement were provided. Come to think of it, isn’t this blog a natural development or expression? However, my written request of June 19 for consideration of the blog as an “official” one has never been given a response by anyone on the board. I even offered to engage in a discussion about what would be suitable content. However, I was told by one of the board members that my blog is a problem.

I wrote the ROC about communications and this is part of the written reply: “Call it just plain old common courtesy, but we believe that every question from a resident should be answered, even if it is simply to say that their inquiry was received and someone will get back to them regarding it.” Well, in the 11 months since, that I’ve written letters and emails, only two have ever gotten a response. Even direct emails don’t always get acknowledged. It’s my conjecture that my letters, or emails and this blog don’t adhere to the official party line. Perhaps I’m providing too much “free thinking”. That’s one possible reason for being ignored. It may be that they don’t want to hear from me, or, what I say doesn’t fit their opinions or I simply don’t count as I have never been a ROC member or whatever their current name is. Oh, and should you wonder what I am, it's simply this; I'm a BLMH unit owner, just like 336 others, most of whom live here and are my neighbors.

A lot was made about assessments. Official ROC statements included one about outraged unit owners. The data, including that published in this blog simply doesn’t support the issues raised by a small number of unit owners nor the position taken. In a written response from the ROC candidates on the issue of assessment increases, two statements stood out. First, I was only “one of two” unit owners who had brought up the issue of assessments. Not consistent with statements about “outraged” unit owners, and second, it was the official ROC candidate’s position that rather than having assessments as high as possible, they should be as low as possible. Consistent with that statement, one of the newly elected ROC candidates immediately voted for 0% assessment increase. This even though there were projected COLA increases of 5.8%, a barely started re-roofing project (only one roof of 44 completed as of 1/1/09, I believe) and the hard work of the board the past 10 years to build up reserves. But I guess we don’t need facts or budget analysis to make these incendiary statements.

I’ve never had a single ROC member and that includes the board members, ever discuss my published financial analysis. I did once receive a very brief comment. One of the things you will notice about the analysis, is that it took about 20 years to get to the financial state of this association in 1998. It took another 10 years to reverse the course and correct that problem. I conclude that making what appears to be simple changes may require, if they are allowed to continue and accumulate, years to correct. That is why I am very apprehensive when cavalier judgments, evaluations and declarations are made about our assessments, or our management and maintenance companies. Simple annual changes were made to the association finances over a period of 20 years. I am sure a lot of people were extremely pleased with the low assessments. One of our ROC board members made the statement of being here for over 20 years. During 10 years of that period, our finances eroded, and it took another 10 years to correct this and get to where we are today. In fact, for six of those years, the assessments increases were 0%, exactly what was wanted by one of the ROC board managers last year.

I’ve never seen or heard a single ROC person ever have anything good to say about the correction of the finances and the incredible achievement of this association. Quite the contrary. So I say they are not straight about these things. In fact, if the approach to be taken by the board is to satisfy any and all unit owner complaints, which seems to be the position of the ROC, then I say that they would like to return to a direction in which the association was headed "in the good old days", which if uncorrected would have resulted in bankruptcy or very large special assessments. In 2001, I was extremely alarmed by the financial condition of the association before I purchased. I wrote a long letter to the management company and this resulted in a response, including a long conversation with our current professional manager. He assured me the board was working diligently to correct this situation with his assistance. He assured me that the board was opposed to special assessments. He provided earlier financial data to demonstrate that the board was not only committed but was taking action consistent with that stated commitment. On review, I decided that he and the board was aware of the need to work on assessments and reserves and they would keep their word. I then purchased. It took in all nearly 10 years to correct that situation. That board, some of whom were "run off on a rail" as the expression goes, did keep it's word, the reserves have been incredibly increased and there have not been special assessments. Considering the reward the deposed board members got, I do have to ask why on earth would someone ever run for the board in this association? I also want to state that in 2002 I cautioned that we should be prepared for fireworks a few years down the road. And so, here we are!

I do have an answer to the question of why would anyone run for the board, and it is contained in the beginning of this post. It includes my neighbors and the courteous, friendly and non-complaining people who live in this community, the majority of whom I have concluded are quite happy to be here. They pay their assessments and they know that they are not entitled to anything more than any one of us. It also includes the members of the board who work hard and provide time and talent to get the job done, and who make it a point to represent each and every unit owner equally, impartially and fairly.

On the subject of budgeting, I would think that taking actions consistent with the ROC position of “keeping assessments as low as possible” would result in performing maintenance and growing reserves first, and then, and only then and if the budget included unexpended funds earmarked for that specific purpose, would new work or expanded projects be considered, and that includes landscaping. Sure, some of this may be obvious or “black and white”, and there is also “shades of gray”. I think it is common sense and it isn’t too difficult if the goal is to “keep assessments as low as possible”. That means spending as little as possible, which means performing needed maintenance and repairs, and tabling everything else. Gray is adding embellishments, or expanding projects. For example, a black and white area is maintaining the grounds. Gray is adding shrubs or flowers, especially if sick or dying trees have not first been removed, which means those expenses are yet to be realized. Black and white is the numerous reserve based projects such as the roofing replacement. Gray is also comparing 30 year roofing to 15 year roofing. However, I can comprehend the attraction of a 30 year roof. The existing roofs must be stripped. So either way, each roofing method includes labor, materials, tools, insurance, overhead and profit. The basic difference between installing 15 year or 30 year shingles will be the cost of materials. The other costs remain pretty much unchanged. So what would you do? Spend a bit more to double the life of the roof, or go low ball and spend again in 15 years? The Architectural Director stated his case and the board has, for the moment, decided to go with 30 year architectural shingles. But the next board may reverse direction and go for the lowest possible cost, which means the cheapest materials available. That would be entirely in keeping with the ROC’s published position to “keep costs as low as possible”. So if they do that, unit owner’s shouldn’t be too surprised.

For each project, whether it be landscaping, concrete, sills or roofs, there are costs and benefits to be compared. All needs and projects must be prioritized. How else to avoid exceeding the budget? Exceeding the budget assures the need for higher assessments, which is exactly the opposite of “keeping assessments as low as possible.” It also seems that some people like to complain “what do we get for the money we pay to the association?” The same person who made that statement at a recent association meeting recently pointed to an unpainted chimney and quipped “another poorly done job”. I pointed out that the chimneys probably weren’t part of the painting contract but are most likely a part of the roofing project. The complaints then moved on to something else. Some people will never be satisfied. But why would any member of the board then act on their ongoing complaints? Our board is not comprised of puppets, who are to dance every time a unit owner shouts. Our board is in the business of managing the association, with the input of our professional managers and our professional maintenance and landscaping companies.

Black and white is replacing driveways pointed out by the management company and reviewed by the board. Black and white is modifying landscaping to prevent water from entering garages. Black and white is replacing roofs on schedule. Ditto for roadways. Black and white is repairing faulty sidewalks, or raising those that are under water during storms and collect mud. Gray would be adding benches, adding landscaping or having the association paying for unit B dormer windows, etc. Any of those “gray area” items should only be accomplished after other work for the year is identified and full costs are known. That’s common sense, isn’t it?

We have a roofing project underway. We don’t know the condition of the roofs under the shingles, nor do we know how many 4x8 plywood sheets will be replaced. We don’t know the condition of the framing and wood in the vicinity of the existing B unit dormer style windows. So we really don’t know the full costs of the project which will replace these roofs. True, we did accept bids and contracts were awarded. So we do know the base costs. But that is all that we know with certainty. What about the cost of coordinated landscaping modifications for drainage improvements? So it is inaccurate to say that the roofing project will cost a certain amount, as was published in our newsletter. That’s why the Architectural Director was unhappy that information was published in the newsletter and said so during an association meeting. So, has our Communications Director now published what will be construed to be a promise about how much the roofing projects will cost, and when the total costs are added, which will certainly be higher, will unit owners or others raise a ruckus about “cost overruns”? The alternative, which is to assume the amount of the extras, etc. and publish a higher estimated figure, is also risky and inaccurate.

What else is unusual about the project? Well, specifications were written and reviewed and issued. The bids that were received were compared and a successful bidder was selected. It’s usual to compare price, features and performance, which includes warranties. On that basis a contract was awarded. However, it is not necessary to tell the unsuccessful bidders what the award price was. Why not? Because that tells the unsuccessful bidders, and anyone else who gets their hands on that information, exactly how low they must bid to get the work. That may prevent us from getting the lowest possible price in the future. But, our Communications Director made the independent decision to publish this data. I know because this was discussed after the fact during as association meeting that I was present to. Is this a big deal? Well, who knows how much pencil sharpening the unsuccessful bidders would have done to get the next roof. Now we’ll never know. Using a little arithmetic, I can conjecture a difference of $100,000 or so. That’s the possible amount that a little pencil sharpening for pricing of 40 roofs could achieve and that is a big deal.

The ROC can make a lot of grand statements, and even grander shows and demonstrations. But the truth is, it’s very easy to flush money if you don’t know what you are doing, or, if with the best of intentions, you insist upon doing things your way and ignore the resources around you.

One of the big upsets for some unit owners was the “unsightly” snow removal equipment parked on one of the cul-de-sacs. This came up during the unit owner portion of an association meeting. Well, I did a little research. One of the reasons the equipment was parked there was because the garage, which the previous board president had arranged to be available, was not renewed. But our new board members didn’t know that. They didn’t need or want the input of the past president, either. So they did it their way. Politically, it was a triumph as it demonstrated again how ineffective and uncaring the remaining board members were, or so we sitting in the audience were led to believe. But who was really ineffective?

Many of the projects, including both architectural and landscaping aren’t prioritized. What’s more important; doing roofs or adding shrubs? What are the timetables? That determines how rapidly the reserves have to be accumulated and the rate at which they will be depleted. I’ve completed a spreadsheet with the projections. However, without accurate data about the true and total cost of the current roofing project, to release this data would be irresponsible. For that reason you haven’t seen the information in this blog. I’ve been asked how it is that I have access and special information. I don’t. I have the same information that every other unit owner has. I have the budgets for every year one was issued to me as a unit owner. I have a slightly earlier budget, which was given to me when I asked about justification for assessment increases. I have the numbers discussed openly during some of the association meetings I have attended and which I wrote down during those meetings. That’s the information I have used for all of my financial analysis. That’s it and nothing more.

Returning to the roofing project, I do understand some of the issues. For example, the concerns about stating specifically when each roof will be replaced. As was presented during an association meeting by the Architectural Director, if next year a roof is inspected or because of winter damage it is determined replacement should occur, it may be bumped up the schedule. He expressed the concern that unit owners may take a published schedule as a “cast in stone” promise, which it is not. Furthermore, future boards may make significant changes to any and all projects, or add new ones and change the schedule or order of events. If we have a new management company, they may also take a different tack. Prior to 1998, building the reserves seems to have been a very low priority. With the current emphasis on lowering assessments, our new and future boards may again change direction.

The final comment on the roofing project. It currently includes insulation. There was a lot of discussion at association meetings about this and about adding gutters. The problem with gutters is they fill with ice, as we all have noticed above our driveways each winter. Freeze thaw may result in ice dams. Then there are other problems to contend with. One of the causes of ice dams is poor roofing insulation. So the current plan to insulate may provide the opportunity to add gutters. A side effect or possible side benefit. However, I would suggest caution, because some of the ice formations I have seen have been extensive, and my building did have an ice dam above the garage a few years ago, which is unheated and uninsulated. In one of those fluke weather phenomenon’s, the gutter was frozen and there was ice and snow on the roof and we got a significant rain fall. Fortunately the water simply backed up on the roof and ran under the shingles and into the garage. There was no damage to any unit and only minor repairs were required in the garage. But what if this had occurred on another section of roof above the occupied units? That would have been an altogether different outcome.

On the subject of prioritization and prioritizing landscaping, we have many ornamental trees, with lifespan of 25 to 30 years. When will it be necessary to replace these? Is this part of the landscaping plan? Do we have a prioritized and comparative list of every address with needs in terms of landscaping, drainage, roofs and driveway replacement? If not, why not? I attend association meetings in which unit owners attend and attempt to strong arm the board into making concessions to project timetables or add embellishments. For example, pavers placed alongside patios were, in the past, the unit owner responsibility and at unit owner expense. But today we have requests for the association to provide these. That would seem to require an increase in the landscaping budget, or reducing landscaping in other areas to accommodate this escalation of association maintenance. Sometimes it appears that “the squeaky wheel gets the grease”. At other times, it seems to be a political circus, where those in the know or with clout or the ear of the board get things done. I’ve been accused of having such special access. However, the last request of any kind I made was to fix a problem with a chimney. That was about four years ago. I also requested a look at the water sometimes entering the garage. I was told during an association meeting earlier this year that the problem will be corrected when the roof is replaced. I was asked my opinion about unit owner responsibility to pay for a new window when the roofing project is done. I said that I thought that was appropriate and consistent with the fact that windows are the property and obligation of individual unit owners. I am a B unit owner and the window is my responsibility.

Then there was the apparent attempt to fire our maintenance company and professional manager. This is still a work in progress. Some people are resolute and are determined. Apparently, promises must be kept. Some of the association meetings I attended were as close to a kangaroo court as I have ever experienced in my lifetime. I understand where some people are coming from. Go for the big contracts and tackle them. Get the cheapest labor possible. The rationale seems to be, “We don’t need specifications and we can make do with a handful of handymen.” Just go for the lowest bidder. I know of unit owners who routinely use unlicensed and unbonded handymen to perform work in their units. That is their choice, under current rules. However, it is not a good one. If there are damages, or injury, the unit owner will be responsible. However, a business such as our association cannot operate that way. Our contractors must be licensed, bonded and insured. That includes at an absolute minimum workmen’s compensation and business liability insurance and for certain work, city certification. It also means trained professionals, but certainly a laborer is appropriate for certain tasks. Any other position by members of our board I construe as risk taking and irresponsible. But there are those who insist it can be done in a better way. Well, I suggest they deal with their immediate board responsibilities and once they have demonstrated impeccability and superior performance in that area, they will then be ready to be considered to take on larger responsibilities.

Attempts to replace the management company were also of concern to me. I frankly cannot understand the alleged unresolved issue with communications. If I have a supplier who is capable in certain areas and has a weakness, what is the rational response? Fire them? And hire whom to replace them? Wouldn’t it make more sense to determine how to improve the communications, even if that means hiring a 24 hour answering service to direct calls? Or is there an even better way? I believe there is more than one way to accomplish a result. But, the solution was always “fire the management company!” That type of approach is the core of the ROC approach; get rid of the board, get rid of the management and get rid of the maintenance company. Doesn’t that seem a bit strange? Is it possible there is another agenda at work here? Or is this simply an expression of a hypocritical approach to “being neighborly” as applied to our suppliers and contractors, wherein we choose not to work with them, instead we choose to bully, manipulate and dominate them?

Where I come from, it is expected that you will get the job done with the people and materials on hand. You determine what is missing to prevent getting the job done and you provide that. You look for the weak link in the chain and you strengthen it. When you walk in or when things get difficult, you don’t jump up and declare “This is completely unworkable and I need a new “whatever” because it’s impossible to get my job done.” That is misdirection. Rather, what is required is an honest and open appraisal of “what is missing”. Only after exhausting the alternatives do you sit back and say “it’s unworkable”. Our board is qualified by their own written statements. We now have members of the board of managers who were elected last year and were hand picked by the ROC because of their skills and that included “back-grounds in conflict resolution and team building.” Apparently, a part of the team building included the decision to ignore our replaced board members, to exclude former members from the “team” and so forth. With many years of board experience, I would think that our former president would have been an invaluable resource and that people who are skillful at conflict resolution and team building would find a way to pick her brain. But no, there was no such initiative on the part of our new board members. Yet, the ROC candidate campaign literature stated. “There is no bad blood or contentious history between us and board members.” They didn’t state that there was no bad blood with the management company or our maintenance company. So perhaps I should have expected what has ensued.

Our ROC elected board members signed the candidacy forms stating they had the necessary skills to do what it is that must be done, and they went further in the campaign literature they printed and distributed. We have a Communications Director. Isn’t handling communications issues and breakdowns of any and all kinds a part of that job?

Specifications or the lack of them come up from time to time. In that area, there is no level playing field. We have some written specifications. I am unawares of specifications for maintaining our landscaping, trees and so on. Of course, we probably do get bids. What is the criteria for competitive bids? As for writing a specification, copying a bid is not writing a specification, nor is it ethical. Most suppliers issue bids which provide no additional details because they have been burned by unethical practices which include copying their bids and distributing them to competitors. So editing an earlier bid is no substitute for generating a specification. But as I have written in earlier posts and at great length, writing a good specification is a really difficult job.

Writing a specification for the multi-discipline business of maintaining a 40 acre community is a very difficult task. I’ve written some of the issues elsewhere on this blog. But the argument has been “we don’t think we’re getting the bang for the buck from our whatchamacallit company”. Usually the discussion is about our maintenance company, but the theme is pervasive. OK, that’s an opinion but based on what? I’ve prepared specifications for multi million dollar projects, I’ve evaluated and selected the bidders, justified that to the corporate owners and managers and boards, managed those projects, designed systems, etc. and I would not make the kind of grand statements that I have seen made at association meetings. I have wondered “how can they make those statements?” Where are they going with this and who are they going to replace our maintenance company with? In the absence of a specification, anyone can come in, give us a bid for $10,000 a year less, especially after we publish and discuss the existing cost details with every Tom, Dick and Harry handyman or maintenance guy in the county. But the result would be that we now have ourselves a winner. But what is the job to be done? What compromises and what “extras” aren’t included in the contract? In the absence of facts and certainty, it seems some members of the board are willing to “roll the dice” and take a chance. Is that an appropriate way to run an association?

Of course, if you think our management company and our maintenance company and perhaps everybody else is stupid, incompetent or whatever, then you can’t listen to what our hired professionals are saying because they can’t be trusted, can they? Talk about digging a hole! On the other hand, the rationale seems to be that any maintenance guy or girl who walks into an association meeting, they of course can be trusted. This is not conjecture on my part. I attended an association meeting and observed this.

If it’s all so easy, then why are the board members working so hard at getting the job in hand done? Maybe that’s because it isn’t so easy. Perhaps we’re dealing with a lot of arrogance and attitude.

A lot of time was spent in association meetings discussing a “block party”. I mean a lot of time. Finally, the ground rules for such a party were set. The problem was, a few people wanted an association sanctioned party on the grounds. Discussion was frequently interrupted by proponents of the party. Common sense told me that, hey, just go across the street on public property and have your party. But no, that wasn’t good enough. Issues such as association liability were to be ignored, shouted the proponents. Concerns about liability were apparently delusional. Boos and hisses and jeers from the audience. Well, after wasting all of that valuable time, it seems that an insurance rider was required at additional expense. Alcohol was to be prohibited by the insurance company or the insurance voided. So after all of that, we go full circle and now there is an unsanctioned party, which means no association liability, which will be held across the street. Much to do about nothing. But couldn’t it have started that way? What was the point behind the contentious meetings and grandstanding? Was it to make a statement that our existing board members were…. what? Well, I’m not sure, but when I re-read the ROC published and distributed documents, I get a sense of where they were going. And, the course they set out on isn’t yet done, is it? Currently, two of three ROC candidates who were elected remain on the board. More are probably on the way.

Perhaps it’s me, but there are days when I conclude that I don’t belong at BLMH, and perhaps I should just move on and either rent or sell my unit. Perhaps “they” are correct and I’m being too hard on the ROC. Well, I didn’t stir things up, march and make bold promises. I didn’t trash the board, our professional managers or the maintenance company. Nor do I have the position that people are universally stupid. Sometimes we may act in less than a competent manner, but we do have common sense, and we do have average skills. So what is missing? I don’t think open ended “change” is a good thing. If you do, then you must be enjoying the state of the economy.

But perhaps I am out of step with reality. Perhaps I should just stand back, continue to watch the show, and simply report what I see. After all, some people think running an association well is simple and easy. So isn’t it?

One final item. The timing of the creation of this blog has been questioned. It was close to the surfacing of the ROC. I began this blog in August of 2008 as a hobby and it took a while to get the templates completed. I did so over the labor day weekend. So the first “official” post was September 7, 2008. I’m not a website designer, etc. so I’m not that proficient. However, I have built and maintained and do maintain a website and several blogs. I find it to be not too difficult, but it can be time consuming. However, as with most endeavors, once a certain plateau is reached, the level of difficulty is reduced. This is my 80th post on this blog.