| From | Josh Bolen (Carpenter Hazlewood Delgado & Bolen) |
|---|---|
| To | Robert Scott |
| Date | July 7, 2023 |
From: Josh Bolen [email redacted]
Subject: Response to: Please forward to the Board of Directors of McClellan Meadows
Date: July 7, 2023 at 11:15 AM
To: [email redacted]
Cc: Theresa Laubenthal [email redacted], Josh Bolen [email redacted]
Dear Mr. Scott,
We are the attorneys that represent the interest of the McClellan Meadows
Community Association (“Association”). The Association’s Board of Directors
requested that we respond to you regarding your demand below.
As you are aware, records requests for a Planned Community are governed by
A.R.S. 33-1805. Specifically, A.R.S. 33-1805 provides:
33-1805. Association financial and other records
A. Except as provided in subsection B of this section, all financial and
other records of the association shall be made reasonably available
for examination by any member or any person designated by the
member in writing as the member's representative. The association shall
not charge a member or any person designated by the member in writing
for making material available for review. The association shall have ten
business days to fulfill a request for examination. On request for
purchase of copies of records by any member or any person designated
by the member in writing as the member's representative, the association
shall have ten business days to provide copies of the requested records.
An association may charge a fee for making copies of not more than
fifteen cents per page.
The “Board Emails” that you have requested are not “financial or other records
of the association”. The Arizona Department of Real Estate via the Office of
Administrative Hearings as repeatedly ruled that “financial or other records of
the association” are only those records “kept per statute or in the ordinary
course of business as a nonprofit company”. As a result, personal notes,
individual letters, memos, and emails by and/or between Directors, Officers,
Management, Employees, Vendors for the Association, Members, and
Residents, and other writings transient in nature of the individual Directors,
Officers, Management, and Employees made by them, shall not be considered
Association records, nor will they be kept, stored, or managed as corporate
records by the Association.
The emails requested by you are not required to kept per statute and are not a
part of the ordinary course of business of the Association. Therefore, the
emails of the Board requested are not records of the Association.
Thank you for your cooperation. If you have any additional questions or
concerns, please feel free to contact me at any time.
Sincerely,
Josh Bolen, Esq.
Co-Managing Partner
Direct: [phone redacted]
[email redacted]
CARPENTER, HAZLEWOOD, DELGADO & BOLEN, LLP
www.carpenterhazlewood.com
[phone redacted] F: [phone redacted]
Arizona | Colorado | Texas
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From: Robert Scott <[email redacted]>
Sent: Tuesday, June 20, 2023 11:07 PM
To: Jeanne Tonkinson <[email redacted]>
Cc: Vicki Sears <[email redacted]>; Laura Ziff Lentin
([email redacted]) <[email redacted]>
Subject: Please forward to the Board of Directors of McClellan Meadows
Dear Board of Directors of McClellan Meadows,
I am writing to respectfully request a reconsideration of the decision to withhold copies of the
emails declining to provide contact information on June 16, 2023. While I understand the need
to redact any personal information, I believe it is important for me to have these records for
my own documentation. Moreover, providing this information and maintaining a high level of
transparency aligns with the requirements set forth in Arizona Law, specifically Section 33-
1805 regarding association financial and other records.
According to Section 33-1805(A) of Arizona Law, all financial and other records of the
association should be made reasonably available for examination by any member or their
designated representative in writing. Furthermore, the association is prohibited from charging
a fee for making these materials available for review. The law also specifies that upon request
for copies of records, the association has ten business days to provide them. A fee of up to
for copies of records, the association has ten business days to provide them. A fee of up to
fifteen cents per page may be charged for copying the requested records.
Section 33-1805(B) allows for certain exceptions in disclosing books and records. These
exceptions include privileged communication between an attorney and the association,
records related to pending litigation, non-public session meeting minutes of the board,
personal, health, or financial records of individuals associated with the association, and
records concerning the job performance, compensation, health, or specific complaints against
employees of the association or contractors working under the association's direction.
Based on my understanding of the law, I do not believe that subsection B restricts my right to
access the requested information. In the past, the homeowners association has provided
emails, with some redactions made to safeguard personal information, demonstrating a
commitment to transparency.
If the board does not reconsider its decision and provide me with the requested records by
July 3, 2023, I am prepared to explore all available legal remedies. I firmly believe that my
request is in compliance with the applicable laws and regulations governing our association.
Thank you for your attention to this matter, and I look forward to a prompt resolution.
Sincerely,
Robert L Scott
| mobile: [phone redacted]
| email: [email redacted]
| site: https://www.azdesign.com
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