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Does Anyone Serve on the BOD of Their Condo or Cottage?

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Mermaid

picky
I've just been elected to a two year term as Secretary/Treasurer of my condo in Seagrove Beach. Does anyone have any pearls of wisdom they'd like to bestow on me? I've memorized the Florida statutes and my condo bylaws so I'm okay on that account (I think ;-)).

All advice and cautionary stories gratefully accepted !
 
I was Sec/Treas of my condo HOA for 4 years. Unfortunately, it can be frustrating, especially when you are dealing with out-of-state owners. It can also be rewarding, and you are certainly doing a big service to your board.

First: Create an updated contact list with at least two methods of communication for every owner.

Make sure you know what constitutes a quorum in your bylaws, and create an email proxy form (make sure your bylaws specify that proxies can be sent by electronic transmission.) Send out requests for proxies two weeks before any meeting to any homeowner who can't attend, and hound people until they are returned. It makes taking a vote at meetings MUCH easier.

Revisit Roberts Rules of Order re: taking minutes. Date & time, location, distributions, members present, guests, proxy votes held, and presence of a quorum in the top paragraph. Be sure that you establish due notice once the meeting is called to order. (This actually helped us win a dispute once.) Use bullet points for everything else below. Every little detail does not need to be recorded. I would usually just note "discussed problems with lawn service. No resolution taken", or "John Doe, Unit 4, will investigate lawn service companies and report back to the board" or whatever... obviously any motion, resolution, and/or vote needs to be recorded.

Make sure the fire dept. has keys to every unit. This was a law in Okaloosa Co. I have no idea if it is in Walton, but it's a good idea.

That's all I can think of at the moment, but please feel free to PM or email me if you ever have a question or need help.
 
Communication to your residents is really important. When they don't know what's going it can be an endless series of headaces. Most folks don't realize how much time the process of getting something done can take, so letting people know the status of projects and the like through a quarterly newsletter can be a big PR win.
 
I've just been elected to a two year term as Secretary/Treasurer of my condo in Seagrove Beach. Does anyone have any pearls of wisdom they'd like to bestow on me? I've memorized the Florida statutes and my condo bylaws so I'm okay on that account (I think ;-)).

All advice and cautionary stories gratefully accepted !

Congratulations. It will be the longest 2 years of your life.
 
Wear a bullet proof vest...........:bang:
I'll tuck this one in the back of my mind just in case. ;-)

I was Sec/Treas of my condo HOA for 4 years. Unfortunately, it can be frustrating, especially when you are dealing with out-of-state owners. It can also be rewarding, and you are certainly doing a big service to your board.

First: Create an updated contact list with at least two methods of communication for every owner.

Make sure you know what constitutes a quorum in your bylaws, and create an email proxy form (make sure your bylaws specify that proxies can be sent by electronic transmission.) Send out requests for proxies two weeks before any meeting to any homeowner who can't attend, and hound people until they are returned. It makes taking a vote at meetings MUCH easier.

Revisit Roberts Rules of Order re: taking minutes. Date & time, location, distributions, members present, guests, proxy votes held, and presence of a quorum in the top paragraph. Be sure that you establish due notice once the meeting is called to order. (This actually helped us win a dispute once.) Use bullet points for everything else below. Every little detail does not need to be recorded. I would usually just note "discussed problems with lawn service. No resolution taken", or "John Doe, Unit 4, will investigate lawn service companies and report back to the board" or whatever... obviously any motion, resolution, and/or vote needs to be recorded.

Make sure the fire dept. has keys to every unit. This was a law in Okaloosa Co. I have no idea if it is in Walton, but it's a good idea.

That's all I can think of at the moment, but please feel free to PM or email me if you ever have a question or need help.

This is excellent! And I think I shall take you up on your offer because there's still a lot I have to learn. We've been mismanaged for so many years that it's really like starting from ground zero.

Communication to your residents is really important. When they don't know what's going it can be an endless series of headaces. Most folks don't realize how much time the process of getting something done can take, so letting people know the status of projects and the like through a quarterly newsletter can be a big PR win.

I am on the same page as you in this regard. The previous boards and manager were like a black hole: information went in and it never came out. You're right on the money when you say that being kept in the dark is very disgruntling. It certainly irks me!

Make sure there is insurance for the board members.

I will check up on this just to make sure we have the necessary fidelity bonds.

...find out where the previous Secretary/Treasurer hid the Scotch.

.

Heck, Shelly, I'd be happy to know where the money is. I already know what throats the scotch went down.

Congratulations. It will be the longest 2 years of your life.

If they're productive years I won't mind it one bit.
 
Looks like you have the right frame of mind for this task.. Good luck to you....

I'll tuck this one in the back of my mind just in case. ;-)



This is excellent! And I think I shall take you up on your offer because there's still a lot I have to learn. We've been mismanaged for so many years that it's really like starting from ground zero.



I am on the same page as you in this regard. The previous boards and manager were like a black hole: information went in and it never came out. You're right on the money when you say that being kept in the dark is very disgruntling. It certainly irks me!



I will check up on this just to make sure we have the necessary fidelity bonds.



Heck, Shelly, I'd be happy to know where the money is. I already know what throats the scotch went down.



If they're productive years I won't mind it one bit.
 
All I can add to this is a big congratulations to you, Mermy! Your long, tedious, frustrating journey has paid off. You give new meaning to the saying..." a dog with a bone"! I am proud of how you conducted this effort and look forward to hearing all about the new HOA! Best of luck!
 
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