HOA Director Code of Conduct

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Western Slope HOA Management, LLC would support including this document with newly appointed / elected Board Members.  The importance of the BOD dynamics are often overlooked when busy volunteers get "drafted" to terms.  To make the volunteered time more enjoyable and productive, everyone should be "on board" with these simple ideas.

HOA Director Code of Conduct

As a Director elected to serve the interests of my Homeowner Association, I agree to:

  • Act in the Community's Interests. Directors will strive for the common good of the HOA, foregoing personal interests.  Personal agendas will be left at home.
  • Engage in Lawful Acts.  All Board actions will comply with the governing documents ad Colorado law.  To accomplish this requires thoughtful deliberation and input of knowledgeable professionals.
  • Maintain High Standards of Conduct. Director's conduct should b above reproach and avoid the appearance of impropriety.
  • Demonstrate Mutual Respect. Directors will address each other and homeowners with respect, even when in disagreement.
  • Attend All Board Meetings.  Effectiveness is based on keeping informed and making informed decisions.  This is made possible by attending meetings where decisions are made.
  • Be Prepared. Directors will come prepared to meetings by reviewing the agenda and related materials before the meeting.
  • Keep Focused. Directors will listen attentively and courteously to demonstrate respect and willingness to learn.
  • Maintain Confidentiality.  Directors will not share highly sensitive information and will respect the privacy of all owners.
  • Maintain a Supportive Attitude. Directors will encourage owners, employees, managers and contractors to promote better performance and teamwork.
  • Be Loyal. Directors will respect the authority of the Board by not undermining majority decisions and enacted policy.
  • Respect the Rules. Directors will obey the homeowner association rules to set a positive example to others.  Directors are not "above the law".
  • Pay Assessments on Time.  Directors will remain current in all charges and will not expect special treatment.
  • Promote Harmony.  Directors will promote harmony in act, word and deed.

I have read and understand the HOA Director Code of Conduct.  I agree to comply with these rules.

__________________________________________       Date___________________________

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Tracey Heritage

Tracey had been licensed as an Associate Broker, then Managing Broker from 2004 to 2013. At the time this designation was what was required to manage Homeowner Associations.  She worked with Monument Realty from 2002 to 2007 in the Property Management department.  At that time, Monument discontinued this department and Tracey opened Heritage Property Management.  Her development of a website data base on-line for HOA information was a first in the community and is still utilized today. 

Western Slope HOA Management will also utilize an on-line database.  We are encouraging e-mail as the primary form of correspondence; association fee billings, violation notices,  neighborly newsletters and general information will be shared with Owners in a timely manner.  The intention is to reduce extreme postage expenses most HOA's bear.

Tracey has been semi-retired for several years.  She completed a Veterinary Technician degree, mastered some culinary courses, writing fiction (so far unpublished!) and tending to her small flock of chickens and four dogs. 

She has noted that while regulations and requirements for Homeowner Associations have been steadily on the rise, the number of companies available to HOA's has remained stagnant.  Her desire is to maintain a small number of Associations in which to give dedicated attention to. 

Tracey completed the required CAM licensure for herself and her company in April.   

Thank you for your interest and hope we may be of service to you.