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       #Post#: 33475--------------------------------------------------
       Does this feel “off” to you? Board ethics issue.  Update #44
       By: NyaChan Date: June 25, 2019, 10:09 pm
       ---------------------------------------------------------
       Background: I’ve been on the Board of Directors for my condo
       association for about 3.5 years now.  Our President Tom has been
       on and off the Board for decades and goes above and beyond doing
       work for the building, but is also very controlling and
       stubborn.  Tom lives half the year in another country and was a
       contractor before he retired.  Shortly after he made his annual
       transition overseas, we received a bid for some structural
       repairs from our property agent.  Tom emailed the Board,
       excluding the agent, saying he didn’t like the bid and it didn’t
       fit what we had asked for.  Kana, VP, responded saying no one
       else on the Board knows anything about this type of work and
       he’d need to take point.  Two weeks later, Tom calls me saying
       he is back in the states and can I come to a Board meeting at
       his unit.  According to our bylaws, our meetings have to be open
       to the public, but I was given to understand that we were just
       going to relax and trade updates on decisions that were already
       made, so stupidly I didn’t protest.
       Once there, Tom says he has been investigating and meeting other
       builders to get better bids and Kana comments that we should be
       so grateful that Tom has come through for us in this crisis.
       Then in a very rehearsed tone, Kana says “At last minute ticket
       fares too!  You know, you should not have that burden when you
       are here for Association work only!  I move that the Association
       cover Tom’s airfare.”  And then she just looks at me
       expectantly.  I stalled for time because I was so taken aback -
       1) I had no idea he had come back just for the building, 2) it
       was clear that these two had spoken to each other more than what
       was being shared with the rest of us, 3) had no clue what crisis
       she was referring to.
       I went home and after another board member confirmed that they
       had no clue either and had thought Tom was back to do personal
       business, I emailed out saying that the issue would need to be
       voted on in a public meeting.  I called the agent and instructed
       her not to reimburse until that had happened.  Then the long and
       emotional emails started pouring in.  I’ll summarize...
       Email 1: so glad NyaChan and all agree that reimbursement is
       appropriate.  Please some or all of you call agent today and
       instruct her that you approve release of the funds
       -I clarified that we still needed to vote and I had only said
       that reimbursement wasn’t prohibited under our rules
       Email 2: Upset email from Tom about how this is a typical
       reimbursement, why should he have to send in documentation (I
       asked for an itemized accounting of what he wanted) and he does
       so much for the building, if he billed us for all his time, we’d
       owe him millions.  He lists out all the people who told him
       independently that he deserves to be reimbursed for the trip.
       -I pointed out the bad optics of the request’s substance and the
       manner in which it was made.  I pointed out that it wasn’t
       typical. It was a unilateral decision to have him come rather
       than just asking the agent to get more bids.  No other board
       members had a chance to weigh in in whether the expense was
       necessary and normally we vote even on how much to spend on a
       vacuum.  I also reminded him that he shouldn’t be involving
       himself in the deliberations because he has an interest in the
       outcome.
       Email 3: Another angry email, this time insisting that we
       shouldn’t vote on this at a public meeting because it would make
       our agent look incompetent to the homeowners (he said he came
       because he didn’t trust them to handle the bids)
       Email 4: Kana emails an extremely emotional message that I have
       maligned her integrity and she is heartbroken that I would imply
       that she was doing something underhanded. She was only following
       her conscience by asking Tom to come back and I “don’t know her”
       Tom then called me twice at work, texted me to call him twice,
       and knocked on my door at home.  I am an attorney and work in an
       office that is overrun with attorneys.  They’ve all had the same
       reaction that I did and thought the situation and emails were a
       huge red flag in terms of transparency and ethics.  But the
       other two board members while privately telling me they are
       uncomfortable, have not said anything.  Like complete and total
       silence in the email thread.  Now I’m wondering if my and my
       coworkers’ background is making us overly sensitive.  I’ve left
       out a lot because it was already a novel, but if someone is
       willing to share their gut feeling, I’d appreciate getting a
       non-legal third party opinion!
       Edit: gave the Prez just one fake name rather than two lol
       Thanks for the heads up!
       #Post#: 33477--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: HenrysMom Date: June 25, 2019, 10:13 pm
       ---------------------------------------------------------
       Reading this, I have to say that something smells and it’s not
       the dry rot.
       I think Tom(Bart?) and Kanna are trying to pull a fast one over
       on the board and the association.
       #Post#: 33478--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: Sycorax Date: June 25, 2019, 10:35 pm
       ---------------------------------------------------------
       Doesn't sound great to me, either.    Whatever the crisis is, I
       doubt it warranted an expensive last-minute overseas flight.
       #Post#: 33479--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: LurkingGurl Date: June 25, 2019, 11:13 pm
       ---------------------------------------------------------
       You are not overreacting.  They are being shady as all heck!
       And depending where you live and the laws that apply, you could
       get in trouble for going along with shenanigans.  And since you
       are an attorney, being involved in shenanigans could be
       professionally hazardous to you as well.
       You don't owe anything to Kana or to Tom.  You owe it to the
       people who voted you onto the board to look out for their
       interests.  And questioning a charge like this and handling it
       above board and according to the rules is the right thing to do!
       #Post#: 33482--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: Aleko Date: June 26, 2019, 3:59 am
       ---------------------------------------------------------
       I agree with everyone: of course this is as wrong as old
       doohick.
       But also to say that it isn't even a question of whether Tom and
       Kana are trying to pull a fast one financially (though they very
       well may be), and that it isn't necessary or even desirable to
       suggest this to the rest of the association. The fundamental
       issue is that they are throwing the legal requirements and
       normal procedures to the winds, sidelining the members and
       behaving as though the building were their personal property.
       Which would be 100% wrong, no matter how pure their motives were
       and how sensible their judgement of contractors was. Best stick
       to that: don't imply any criminal intent.
       NyaChan, it may be a very good thing that you're an attorney.
       Unlike maybe the other board members who are staying shtum, you
       have professional rules of conduct which extend beyond your work
       to your behaviour as a citizen in general, and you may
       legitimately say to the board that as an attorney you cannot be
       party to these procedural irregularities however
       well-intentioned, period.
       As for Tom's email: I don't recommend engaging with the 'if I
       billed the association for all my time, you'd owe me millions'
       bit, but of course that's a classic red flag that the person who
       says so is treating this as their own personal fief. Either they
       are putting in wholly unnecessary time on account of their sense
       of ownership, or the association is being administered in a
       quite uneconomic way and needs restructuring. But you can
       certainly reply to his assertion that all these people have told
       him personally that he ought to be reimbursed. If that is their
       opinion, a proper vote officially confirming this can only be a
       good thing for him, no?
       #Post#: 33488--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: Hmmm Date: June 26, 2019, 7:49 am
       ---------------------------------------------------------
       I love that you are sticking to your ethics and not allowing
       them to emotionally bulldoze you. I might respond with a last
       email saying:
       I do not know what communications occured between the 2 of you
       prior to the request for refund or why you and Tom felt the need
       for him to return. However, that was your decision and you
       should not have assumed costs would be reimbursed without a
       vote. You are both aware of the bylaws and the process we have
       of approving expenditures. Your continued emails and calls is
       making this very uncomfortable for all of us. I will no longer
       be responding to discussions on this topic until we hold the
       public vote as mandated by our standard rules. Since you both
       feel this is a valid expense, I'm sure the vote will go your
       way.
       #Post#: 33495--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: Jayhawk Date: June 26, 2019, 9:56 am
       ---------------------------------------------------------
       NyaChan - stay strong. I know it will be difficult, but just
       continue to keep a professional tone and insist on abiding by
       the by-laws or other organizational documents. Explain it's for
       the protection of all involved. Good luck - I'm afraid they're
       ganging up on you.
       #Post#: 33497--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: Isisnin Date: June 26, 2019, 10:50 am
       ---------------------------------------------------------
       What a story! - yet not uncommon. Why do you think the other two
       board members are remaining silent? And why did Kana, the VP,
       turn to you to second her motion to reimburse Tom?
       Years back, my Dept Manager was pressuring me to reimburse a Dr
       for something that was against the rules (non-profit research
       hospital, laws, policies, procedures, etc. are a huge deal in
       such places). Finally, I said to her "you have signature
       authority. You can sign the paperwork." Never heard about it
       again. - and the Dr was not reimbursed.
       Soo.. you can remind them that this isn't  all about you. That
       they don't need your permission. While you won't vote for
       anything against the bylaws, or participate in a vote that is
       against the bylaws, each member of the Board makes their own
       choice and casts their own vote. They can do what they want
       without you.
       Are you the only attorney on the Board? I wonder if that is why
       they are pressuring you. "But Nychan is an attorney! and she
       voted for the reimbursement!" You are their cover - and you're
       not cooperating!
       #Post#: 33499--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: Hanna Date: June 26, 2019, 12:04 pm
       ---------------------------------------------------------
       [quote author=Hmmm link=topic=1207.msg33488#msg33488
       date=1561553382]
       I love that you are sticking to your ethics and not allowing
       them to emotionally bulldoze you. I might respond with a last
       email saying:
       I do not know what communications occured between the 2 of you
       prior to the request for refund or why you and Tom felt the need
       for him to return. However, that was your decision and you
       should not have assumed costs would be reimbursed without a
       vote. You are both aware of the bylaws and the process we have
       of approving expenditures. Your continued emails and calls is
       making this very uncomfortable for all of us. I will no longer
       be responding to discussions on this topic until we hold the
       public vote as mandated by our standard rules. Since you both
       feel this is a valid expense, I'm sure the vote will go your
       way.
       [/quote]
       I like all of the points made here.  I would reword a bit and
       take out some of the edge:
       [quote]
       Since I was not privy to the communications between you prior to
       incurring the expense or making the request for refund, I cannot
       add anything further to the discussion at this time.  I am not
       aware of the reason that Tom needed to return immediately at the
       expense of the association and anyway, this reimbursement is not
       within my authority to approve.  Per the bylaws and the process
       we have of approving expenditures, we must hold the public vote
       as mandated by our standard rules.
       [/quote]
       One of my relatives is engaged in a similarly ugly HOA issue
       right now.  They have progressed to bullying her outside of
       meetings because she objects to 100K+ expense that is completely
       unnecessary.  Seems like someone involved is on the take, and
       many of the residents are just old and tired and apparently the
       money doesn't mean much to them either way.
       #Post#: 33507--------------------------------------------------
       Re: Does this feel “off” to you? Board ethics issue
       By: Contrarian Date: June 26, 2019, 1:50 pm
       ---------------------------------------------------------
       Does the condo get audited? I have so many questions.
       I was a property manager who worked with boards for years. A
       board member would never be allowed to create tenders to put out
       for bids, that would be considered to be a conflict of interest.
       (I can’t tell exactly what it is that Tom is doing here, the
       contractors create the bids, engineers or building consultants
       usually put the tenders together)
       Is he (Tom) a licensed  structural engineer or an architect?
       Any capital repair work ever done at the buildings I worked for
       contracted engineers (usually the same does that do the 5 year
       Building Condition Assessments, they get to know your building
       really well) to create the scope of work, the tenders to go out
       to contractors and they also oversaw the projects and made sure
       all building codes and building permits were in place.
       If the board allows an unlicensed (it doesn’t matter if he was
       previously) non-structural engineer or just a board member with
       construction experience, to assess a tender and scope of work or
       create one and god forbid any structural problem follows, the
       entire board will be legally responsible.
       Most of the time board members don’t have their names in the
       minutes in motions being seconded or abstained or opposed but
       make sure, before the minutes get signed that your name is there
       suggesting that the board is conducting unsafe and illegal
       business and you are opposed. And then resign.
       Who are the signing officers signing cheque’s without
       documentation and a board resolution for an expense that is so
       far outside the norm? Does your condo have an ethical conduct
       agreement that directors must sign?
       Is the org audited every year? Every building I worked for was
       audited annually, all these things including the capital
       spending with board resolutions, back up documents for pay outs,
       are gone over. It’s best for staff and better for the board to
       have this gone over annually.
       I don’t know what the laws are like where you are but Tom’s
       reimbursement is far less worrying than a director overseeing a
       tender and personally being involved in bids.
       How many bids per project do you review? I always had to have
       the engineer consultants in the room when I opened the bids at
       the deadline to witness there was no special treatment
       happening. We would open them, make a spreadsheet of any
       anomalies with the scope of work, their pricing and materials,
       and the timeline for the project, and that spreadsheet would go
       to the board. The standard bids submitted is 3 to 5.
       Honestly, I hope they are just putting in a garden or something,
       otherwise the unprofessionalism here is terrifying.
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