AZHOC - Arizona Homeowners Coalition
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Executive Mtg

The Board of Directors held an executive meeting to discuss a light repair proposal and a Management agent addendum. The Mgmt agent contract addendum deals with a negotiation between the Board and Mgmt agent regarding...
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POA and white roofs

I live in a POA association which encompasses many homes. 4100 lots are covered Welcome SRP, our electric supplier, is offering a rebate for home owners who coat their flat roof white as an energy...
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HOA Landscapers

Hi, The HOA landscapers recently dug up 8 plants from behind my wall. I had a landscaper designer measure my property line with a measuring wheel and based upon his measurements, my property extends 7’...
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  • From Dennis Legere on Which board members should have access to email account user name and passwords?

    Lisam,
    What you did was a very smart move on your part, to separate your personal email account, from your association account. It protects your personal account from being subpoenaed in any litigation against the association. You have absolutely no obligation to provide the rest of the board with the username and password to that account. If they want to see anything in that account, you can send it to them if appropriate. I would advise any board member to only communicate via e-mail on an association only account.
    There are systems with shared e-mail accounts where everyone can see all the correspondence on that account. Each has a separate log in , but all share the same account.

    Dennis

    Go to comment
    2023/01/17 at 10:47 pm
  • From Priscilla Tramontana on Sub-HOA

    Thank you, Dennis. I probably did not make my question clear. Our CC&Rs currently do allow for a sub-association to be formed. I am wondering if we, the newly formed sub-association, would have the option to choose our Property Management Company, or could the master association force us to use the Management Company used by the master association?

    Go to comment
    2023/01/17 at 8:55 am
    • From Dennis Legere on Sub-HOA

      Priscilla,
      This situation is very rare and nothing in law addresses it. As I stated earlier as a separate entity you are free to choose the management company of your choice. All of this will depend on exactly how your CC&R’s are written. To even have this option available in the CC&R’s is also very rare and unusual. If you send me a copy of your CC&R’s to the e-mail address on the web site, I’ll look them over and give you the appropriate feedback.
      Dennis

      Go to comment
      2023/01/17 at 11:04 am
  • From Dennis Legere on Sub-HOA

    Priscilla,

    To accomplish what you are considering, if I understand you correctly, you will need to amend your CC&R’s to allow this separation. This will require the general approval of the specified number of owners in the master community (typically 2/3of all owners) and 100% of the owners in the new community under current Arizona law. This clearly is not an easy task. If you are able to achieve this, then you will be free to choose any community manager that you want.
    While I’m not sure what and why you are trying to do this, I sure hope that you have hired an attorney to help guide you thru this process. I’m not aware of any community that has ever succeeded with such an effort. Maybe you should first look to understand why you are even considering such a move, and if that move will be any better than what you currently have. While the grass may look greener on the other side it seldom actually is. You will still be an HOA with a board and CC&R’s and will still be subject to the master association in some way.
    If your issue is that you do not like the community manager, the right way to fix this is to address it with the board and if they do not fix it then recall and remove the board members and replace them with board members that will properly manage the community managers or replace them.
    Dennis

    Go to comment
    2023/01/17 at 8:27 am
  • From Dennis Legere on Election Campaigning

    I know of no pro-bono attorneys willing to represent homeowners. The ADRE process is still cheaper than any other type of legal challenge. Unfortunately the courts are the only option for homeowners to enforce the law, and there is no state agency that oversees thes communities.
    Dennis

    Go to comment
    2023/01/15 at 4:44 pm
  • From Dennis Legere on Election Campaigning

    Ann,
    Your association’s rule is invalid because it clearly violate state law. Any homeowner can campaign door to door on any political activity including association specific political activity. This would also apply to any common property of the association. Limitations may be OK for non-residents campaigning for general political activity but not for residents, for any reason.
    Dennis

    Go to comment
    2023/01/15 at 4:40 pm
    • From Ann Stone on Election Campaigning

      Thanks for your response, Dennis. The association allows door-to-door solicitation, but during the Meet the Candidates board meeting they advised homeowners to post “no solicitors” signs on their front doors. The GM has already warned one candidate to stop having conversations on association property without officially reserving a meeting room, per the governing documents. If we don’t get new board members this election, we will be forced to go the AzDRE. This is one of many problems we are dealing with from our overly controlling board members.

      Go to comment
      2023/01/17 at 12:31 pm
      • From Dennis Legere on Election Campaigning

        Ann,
        I’m sorry for your situation. I try very hard to enact legislation that is clear, but I cannot control what attorneys tell these board or make any of these board comply with the law. Work to get a new board. hopefully you will get someone that takes their responsibility to the community seriously. My top priority legislation this year is one that establishes the responsibility of the board to comply with the law, and to treat members fairly.
        Dennis

        Go to comment
        2023/01/17 at 1:19 pm
  • From Dennis Legere on VOTE CONFIRMATION/AUDIT

    Marcia,
    The association is required to retain the ballots and records of all people that voted but not necessarily together. If you utilize secret voting that the two cannot be connected but if you do not you must be able to see the record of every vote. Voting by phone and utilizing an unregulated on-line system is not allowed. These records must be retained for one year and made available to any homeowner upon request.
    Ask to view the record of all ballots submitted on the issue and who submitted ballots in this election. They have 10 days to provide you access to those records.
    I have proposed legislation that will clarify all these existing requirement and prevent attorneys like CH from distorting and abusing these laws. I don’t have a sponsor yet and could use your help to contact your legislators and ask that they have they assistants set up meeting so that I can explain these proposal to them.
    Dennis

    Go to comment
    2023/01/15 at 4:34 pm
  • From Fish7 on HOA Records Request

    > Recently (12/2022) the BOD voted and approved effective immediately all 1,631 homeowners will not become responsible for the shared privately owned golf courses improvements/repairs/equipment in perpetuity

    I presume you meant to write “now”, and not “not”…

    If so, Dennis, isn’t that “creating a new obligation for homeowners”, and therefore require 100% approval by all members vis-a-vis Kalway v Calibria Ranch Supreme court determination?

    Go to comment
    2023/01/11 at 12:58 pm
    • From Dennis Legere on HOA Records Request

      Fish7,
      What are you talking about? This particular association was never responsible for the cost of the privately owned golf course. However, the board decided that association money should be used to subsidize the golf course. I advised the homeowners in that community that that act was totally illegal and to challenge the board for that action. They did and the board capitulated, after getting an opinion from legal counsel confirming their inability to do that. The question from the owner is that he wanted to see the letter from the attorney, and I told him, that the association was right, that letter is privileged information.
      Kalway had absolutely nothing to do with this issue. None of this was an amendment to the CC&R’s
      Dennis

      Go to comment
      2023/01/11 at 8:26 pm
  • From Dennis Legere on HOA Records Request

    Jimmy,

    Advice from an attorney is privileged information not subject to records request. While the law protects your rights to reasonable request to view association records, it is not all inclusive. Basically, any information listed as exceptions to the open meeting law are excluded from records request, including advice from an attorney, employee information and personal, financial or health issued about an individual member in the association is excluded.
    Dennis

    Go to comment
    2023/01/11 at 12:52 pm
    • From Jimmie Klatt on HOA Records Request

      Dennis you’re correct to some degree.
      Update: (i) Unfortunately, the homeowners haven’t been able to collect enough signatures (164) to recall the BOD. (ii) the homeowners hasn’t legally challenged the BOD actions, (lack of funds collected approx. $24K). We are faced with stay and pay or sell and relocate. Next week will be filing a complaint with the AZ RE HOA Dispute Program.
      Your comments are welcome.

      Below is what has happened to Sunbird Golf Resort HOA.
      Dear Sunbird Neighbors,
      The “Seven” Sunbird HOA Board of Directors, “BOD”, of which consisted of, three (3) Golf Course Members/Owners, two (2) reside on the Golf Course and two (2) plus the aforementioned five (5) support the Golf Courses business expenses. All 7 voted, in accordance with their loyalty pledge to vote at all times together, approved and financially indebted all of you (1,631 homeowners) in perpetuity (forever) for the:
      (i) 19 December 2022 HOA Board’s SunBird Golf Courses “GC” Drainage/Stormwater Project and
      (ii) 9 April 2021 CC&R amendment paying your money to the GC.
      The above decisions, gave the BOD the authority to receive GC invoices, to pay your HOA money for GC expenses. Golf Course Source of Funds & Golf Course Stated Maintenances/Improvements Expenses:
      Norby Report Sunbird Golf Resort (available upon request); 2019 Site Visit Summary & Analysis of Golf Course. March 28, 2019, Submitted by: Kevin Norby of Herfort & Norby, (Golf Course Consultants). Page 11, states $3,236,200 in GC improvements/repairs/maintenance/construction required expenses. Page 13, funding sources, #4. Annual Assessments to All Residence of Sunbird. CC&R Amendment to the SBGR HOA, April 2021 (Sunbirdhoa.com/Sunbird CC&R 2021) Surcharge $300.00 to all newly purchased homes. These monies would be available to the BOD to spend on GC expenses. The April 2021 CC&R amendments are invalid per Arizona law. Kalway v Calabria Ranch HOA, AZ Supreme Court, Chief Justice Brutinel, writing for the Court, adopted a rule that an HOA cannot create new affirmative obligations where the original declaration did not provide sufficient notice to the homeowners that a future amendment would subject them to such obligations. Absent proper sufficient notice of a future amendment within the original CC&Rs, an amendment relying on a general majority vote will be deemed unlawful.
      HOA/GC Informational Meeting March 2022 (available upon request). GC SWMB Handout states $1,347,300 required expenses.
      STATEMENT OF FACT: All of the SBGRHOA legal documents for our community clearly state that the Sunbird homeowners are not responsible for the golf course, including its drainage system or any other golf course expenses.
      (i) 1999 Transition Lease (between the Sunbird Golf, Inc and Sunbird Golf Resort HOA. Section 5. Conveyance of Certain Common Area: “Nothing contained in this paragraph shall affect, increase or decrease any liability of (a) the golf course owner to the Association for any future damage caused to the Association’s property by the negligent or reckless actions of such owner or its employees, agents or any person or entity acting on behalf of the golf course owner, taken in the future, or (b) the Association to the golf course owner for any future damage caused to the golf course owner’s property by the negligent or reckless actions of the Association, taken in the future.
      (ii) CC&R dated 07/09/2015; Sunbird Golf Resort Homeowners Association, Inc. Amended, Restated, and Consolidated, Declaration of Restrictions. Page 16; Golf Course: 9 .2 Operation. Neither the Association nor its members shall be responsible for the costs and expenses incurred in the Operation and maintenance of the golf course, driving range, and related golf operation (except for the payment of membership fees, green fees, user fees, and other related golf fees).
      (iii) The CC&Rs (for Golf Course – dated Dec. 1, 1999) is consistent with language found in other agreements in that the Golf Course is not part of the common area of the Association.
      (iv) HOA CC&RS clearly provide that the Association is not responsible for the operation and maintenance of the golf course. See §9.2 (Operation).
      (v) While §9 of the 1990 Master Plan states that the drainage system is “maintained by the Homeowners Association and golf course employees,” this has no legal effect because it was not a contract.
      (vi) Sunbird HOA BOD manufactured a reproduction excuse (act done with intent) to give the mismanaged golf course, at the total cost to ALL the homeowners, an advantage inconsistent with the BOD’s official duty and the rights of others. In addition, the Sunbird Homeowners are NOW providing financial windfall for the Golf Course owners in perpetuity.
      (vii) The Golf Course is owned separately from the SunBird HOA and its common areas. As numerous documents indicate, including the Copper State Engineering report, the golf course land is owned by SB Golf Course Club Inc (AZ Corp Commission ID: 10103203) with the principal officers: Julia Anderson, Jean Pritchard, Dave White, Duane Dub, and Wayne Onyx.
      (viii) The Golf Course Owners/Members typically used arbitrary and capricious “Property Values” and “Stormwater” scare tactics to terrify Sunbird homeowners. What I do know, my home had a higher value in a golf course community when I bought it, and a well-run golf course helps maintain that value.
      (ix) A Mismanaged Golf Course that needs the homeowners to subsidize it runs up my HOA dues and Special Assessments and costs me money every year in perpetuity, and that does not add value but diminishes it. Selling a home in Sunbird will be channeling at best. Buyers (if disclosed) will have second thoughts about paying into a business that the HOA doesn’t own.
      (x) The HOA Board has clearly stated that the drainage system is “on golf course property.” The board’s statements in open / public meetings and townhalls make this clear. Any statement otherwise would contradict the board’s past statements.
      (xi) The Drains / Drainage System is on Golf Course Land. The maintenance and improvement responsibility falls on the Golf Course, not the SunBird HOA.
      (xii) The HOA BOD refuses (asserting attorney/client privilege information) to give homeowners the SBGRHOA Attorney “Legal Written Opinion”. Today you will never know why the BOD voted to make you financially obligated to pay for the Golf Course in perpetuity. Nor will you have an opportunity to vote on this issue!

      Go to comment
      2023/01/12 at 5:24 pm
      • From Dennis Legere on HOA Records Request

        Jimmie,
        This is a completely different situation from what you stated earlier. What your board has done both in the CC&R amendment and the policy decision is totally and completely illegal under Kalway. Your community has one choice to either challenge this amendment and policy in court or forever subsidize the golf course. Get owners together and raise the money necessary to hire an attorney. I would recommend Jonathan Dessaules or anyone from his firm. In my non-legal opinion you will win this case because Kalway is clear, and irrefutable, and get your money back. Do not delay time is of the essence. Speak to Jonathan as quickly as you can get an appointment.

        Dennis

        Go to comment
        2023/01/13 at 9:52 am
  • From Rhonda Wakai on Votes vs Voters

    Well, I really can’t thank you enough for this….AGAIN! Your willingness to continue to hold my hand and guide me through this darkness is admirable!
    Would we be remiss if we were to think that, because the law was based on the assumption that all units would get one vote, that assumption would supersede the language in our CC&Rs and would level the playing field in our community’s situation? (my fingers are crossed!)

    Go to comment
    2023/01/10 at 2:45 pm
    • From Dennis Legere on Votes vs Voters

      Unfortunately, the assumptions made when drafting the legislation do not in any way alter the requirements of your CC&R’s.
      Dennis

      Go to comment
      2023/01/10 at 3:23 pm
  • From Robert Gelinas on Executive Session

    Thanks Dennis for the above response. I will bring this subject up at our next board meeting to discuss the state requirements regarding closed BOD meetings. Hopefully it will be well received. One little sentence added to the closed meeting notice would take care of the requirements. We’ll see how it goes.

    Briefly what is the best method that you can briefly share to request record reviews. I am mostly interested in association to member correspondence as well as status on non compliance issues that are currently being addressed. Also of concern is recent voting materials and architectural request and approval/non approval by the ARC committee. I would like to get an in-depth view as to what the BOD/ community manger is actually doing. We hear a lot of things being said however actually see very little action in the community. Same old issues that never seem to end.

    Thank you Dennis,

    Bob

    Go to comment
    2023/01/10 at 2:16 pm