Lynn Ochberg: 0:00

Well, a good board member is like a good parent, and I really look for that. And most of our owners here are seniors, so they have a lot of experience in raising their kids. Many of them are grandparents already, and those kinds of caring and the idea that you're investing in the future of your child is brought right over to investing in the future of your condominium. Here.

Announcer: 0:31

A regular highlight of the HOA insights podcast is our board heroes feature, where we dedicate one episode each month to celebrate the remarkable efforts of HOA board members to us, a board hero is one of the 2 million elected volunteers who deserve recognition for excelling in a role that often goes unnoticed. Today, we're excited to spotlight one of these exceptional board heroes and share their inspiring story. If you match our definition of a board hero, or know someone who does, please reach out to us. Our contact details and those of our sponsors are provided in the show notes.

Robert Nordlund: 1:01

Welcome back to HOA Inisghts: Common Sense for Common Areas. I'm Robert Nordlund, and I'm here today for episode number 117 with another one of the board heroes. We're proud to celebrate. Lynn auchberg is a regular listener and a board member of her Florida Community Association. She wanted to share some of her observations and insights from her years of experience. She's been a Florida board member, a Michigan board member, and was formerly in Michigan a city councilwoman, so we jumped at the opportunity to have her on the program so she could share her experience with you. Well, I hope you enjoyed last week's episode number 116 with regular co host and insurance expert Kevin Davis, seeing the world through his eyes as a leading DNO insurance provider. In that episode, we spoke about the actual cost of the incivility that we are seeing more and more of all around us. If you missed that episode or any other prior episode, you can find them on our podcast website, Hoa insights.org, on your favorite podcast platform or on our YouTube channel, but better yet, subscribe to the podcast in order to get every episode delivered to you right to your phone or mobile device. Well, those of you watching on YouTube have the advantage of seeing us, and you can see that I've got my HOA insights mug here, one of my favorites, and you can get something like that from our merch store, which you can browse through from our Hoa insights.org website or the show notes, and you'll find we have plenty of free items there, like board members, Zoom backgrounds and some specialty items for sale, like mugs. But you can get this one for free, just go to our merch store and pick out the mug you'd like and email me at podcast, at reserves, a.com mentioning episode 117 mug giveaway, and if you're the 10th person, we'll ship it to you free of charge. Well, we enjoy hearing from you, and most episodes are in response to a topic you've recommended. So do stay in contact letting us know what questions you have are topics that you'd like to hear more about. So leave us a voicemail at 805-203-3130, leave a comment on the YouTube video or send us an email at podcast at reserve study.com but back to today's episode. Lynn Ochberg is the president of her 91 unit Florida waterfront condo association down in the Florida Keys. They were built in 1978 so just under 50 years old. The association consists of seven, five story buildings on the Gulf side. And I realized that's not a lot of difference. That's just across the street for you,

Lynn Ochberg: 3:42

Yeah. Key Largo is a very skinny little island, yeah, okay, called Margo for being long, not not enormous,

Robert Nordlund: 3:51

yeah, so being on the Atlantic side is for you, just across the street. Anyway. She's a lifetime learner, and we wanted to take advantage of her observations on working with things as crazy as dog owners, running meetings, financial operations and everything else that comes from her years of experience as being a board member. And you board members know that the things you touch, the subjects you touch, are diverse, and so we just wanted to have Lynn on the program. So Lynn, let's start out by telling us about the board at your association.

Lynn Ochberg: 4:23

Our board is consists of nine members. We have one from each of our townhouses and two from our tall building, which has the extra 35 people in it. And then we have two at large members, so that they represent the spirit of the whole community. Supposedly

Robert Nordlund: 4:45

got it, because I was thinking for 91 units, nine seemed like a lot of board members, but that's actually kind of a good thing. Now, the way you describe it, because it's building representatives, yes, and then plus a couple of at large, kind of. Blend things together is that a lot of people to handle, a lot of people to work with, or

Lynn Ochberg: 5:06

little or boards and bigger boards. What the main virtue of it is, it's an odd number, so that a vote can be dispositive. There's always an either more or less yes or nos.

Robert Nordlund: 5:24

I like that. Now I'm going to stereotype here is your community, one that is full time residents or part timers like Do you have a problem with a lot of people being out of town or not on property?

Lynn Ochberg: 5:37

Actually, we have a mix of both, but most of our members are Miami residents who come here for the weekends. Interesting, how far of a commute is that? It's a one hour unless the traffic is bad, yeah, not bad,

Robert Nordlund: 5:53

okay? And then just the organizationally you're professionally

Lynn Ochberg: 5:57

managed? Yes, we are fortunate to have an excellent professional manager. He came from managing a very extensive golf club that had its own restaurant and many other facilities as well, and he's just wonderful. We've had him now for three years, and it was such a pleasure negotiating his employment contract.

Robert Nordlund: 6:21

I like that is your manager, an employee of a larger management company. No, no,

Lynn Ochberg: 6:28

he's my employee.

Robert Nordlund: 6:32

Ouch, ouch, president of the association, my employee.

Lynn Ochberg: 6:35

Well, I got to do the the interviews and, and, you know, composing the contract

Robert Nordlund: 6:43

got it okay. So works for the association. And how big of a team is there a lot of maintenance? Or, oh, yeah,

Lynn Ochberg: 6:51

we have the usual amount of maintenance here in the tropical South East. Things grow even without rain, which is what's been happening. So we always have to have landscapers and regular maintenance people for everything from the elevator to keeping the, you know, the leaves off the road and everything like that. But our total of seven, and two of them are in the office. We have a regular assist associate manager and weekly an auditor who comes in to help us with the books.

Robert Nordlund: 7:27

Fantastic. So you have, I want to say you've got some professionals stacked around you to ensure that you are as board members, making decisions, not doing tasks. It sounds like, right? I like that, okay? And that's an asterisk for everyone to remember. Board members are there, and maybe I should have you articulate this. My sense is that board members are there to help make decisions and guide not be volunteer

Lynn Ochberg: 7:55

labors. Oh, definitely I don't let anybody do any work other than thinking and talking and discussing possible new projects or glitches in old ones as we manage to get through each year within our budget. Yeah, well,

Robert Nordlund: 8:14

obviously, and then you've set the budget so you have room for that kind of payroll to get those things done, right? I like that. Okay, some things cost money, and you

Lynn Ochberg: 8:25

sure do, especially insurance these days,

Robert Nordlund: 8:29

we that's an asterisk for me. We can talk more about that. And remember, Lynn's in Florida, so there's a lot of legislative things going on. There's a lot of storm related damage and insurance is expensive. How long have you been at your association?

Lynn Ochberg: 8:48

Well, we rented here during the vacation season, which is winter time for three years, and then I bought a place, bought a unit, and it just having to coincide when covid happened. So we just stayed. Got it okay. So it's been six years ago now,

Robert Nordlund: 9:09

and this sounds like you are pretty darn happy being full time resident there. Oh yes,

Lynn Ochberg: 9:15

I love it here. It's like living in paradise.

Robert Nordlund: 9:19

I like that. What's a Michigan winter do to your spine at this point in time, it's

Lynn Ochberg: 9:27

really good to be away from it. I don't have to shovel snow anymore. I

Robert Nordlund: 9:32

like that. Okay, so you're there as a renter. Kind of testing the water, testing the environment. What got you interested in being a board member at this new place? Well, new for you,

Lynn Ochberg: 9:46

I attended a lot of the meetings of when I was just a renter, which, of course, you're not really supposed to do, but I'm nosy enough to have done anyway, and I noticed there were so many infrastructure repair projects that. Hadn't been done, and our manager at that time was unable to get three bids, which is required by the the Florida condo law, you need three bids on a major project, and he was unable to get them. And I thought, well, if I were on the board, I'd be able to get them. And so I ran for the board. And sure enough, I've been able to get an awful lot of things done since I've had the privilege of being on this board.

Robert Nordlund: 10:28

Got it okay? Well, I've been in the keys a few times, once, I think, for a wedding, and then a number of times doing a reserve site inspection. And yes, to a degree it is. You could say it's remote, but that depends where you are. But you are just an hour from Miami, so it seems like with a little bit of diligence, you can get people to get things done, right?

Lynn Ochberg: 10:52

Well, it depends on, for instance, how recent the latest hurricane was, and then there's competition for various kind of repair contractors and even and recently, we had the Surfside buildings fall down and 21 and new and new legislation that requires all of our major infrastructure to be able to meet a milestone inspection, and that made everything more difficult to compete for contractors to meet those new requirements. So that's the background that just happened to occur when I became resident.

Robert Nordlund: 11:32

Yeah. Well, let me if I can step in for just a moment and tell everyone from 49 other states in Florida their legislative response to the Surfside tragedy was twofold. One was there needs to be a milestone inspection, a structural inspection, and then they upgraded the standards for what a reserve study is, and finally, put some teeth into that, some mandatory elements of that. So yes, the milestone inspection needs to be done because Florida legislators wanted to make sure that buildings were structurally sound. And wasn't that three stories and taller?

Lynn Ochberg: 12:12

Yes, it was. And we have, as you noted, six, seven buildings, and they all have they're all over three stories, or they're five of them are three stories and one is five stories,

Robert Nordlund: 12:27

and you have incredible salt water exposure from, oh yeah,

Lynn Ochberg: 12:33

we've always had a spalling item on our annual budget to deal with whatever the Salt Water has done to our concrete but, you know, year to year, but that was a major part of the milestone inspection process.

Robert Nordlund: 12:48

When I talk to my clients, I always remind them that mother nature and Father Time are the bad guys here. It's not the legislation, it's not the board, it's not an individual who's pushing for repairs. It's just Mother Nature and Father Time are harsh, and you've got salt air environment, it's warm, it's moist, and that's going to do a lot of damage, and you've got to stay ahead of that, or your building is going to suffer. That is the truth. Yeah, okay, well, let's go down that path. Does your board see the truth pretty clearly?

Lynn Ochberg: 13:24

I think they do. Yes. In fact, I've had no problem when we need to approve a contract, it's always a unanimous decision to go Interesting,

Robert Nordlund: 13:38

okay, because a moment ago, you spoke about you enjoyed, or you liked the idea that there was an odd number so you could always have minority just in case. Yeah, right. Are many? Or can I say, well, are many, or most of the decisions you make unanimous as a board? Yes,

Lynn Ochberg: 13:57

yes, they are. It's only on very personal issues, such as whether dogs should be allowed on the beach, kind of thing, they're going to be really two sides to certain kinds of issues that deal with the personal preferences of people, but on issues like whether your building is going to fall on you now. Unanimity is is very reliable.

Robert Nordlund: 14:25

Yeah, it's nice to know that you're all when it comes down to fundamental or foundational type issues. The board is of one mind that we like living here and we want to keep this place sound Yes, okay, that's right. Do you want to tell me about it? Sounds like this might be interesting dog walking.

Lynn Ochberg: 14:45

Well, we're currently on

Robert Nordlund: 14:46

topic you don't want to touch,

Lynn Ochberg: 14:48

yeah, well, I'll be happy to touch it. But recently, the feds have made this interesting distinction between pets and animals, especially service and. Animals and emotional support animals. The federal law, the ADA, the FHA and HUD rules now have determined that those two categories, service animals and emotional support animals are not pets, and we have a we had a very old rule regarding how to you know whether you're allowed to walk your dog here or there, and enough weight limit on pets, but we never anticipated, at least not 50 years ago, when the rules were written, it wasn't anticipated that there would be this, these new categories of dogs. So people here who've been looking out their windows. I've seen these a lot of really big dogs, because we have a 15 pound limit on pet dogs, and so they say, Oh, where did that dog come from? That really large dog? And it's, it's so it's created an issue that has to be addressed, and we're in the process of designing new not just pet rules, but animal rules. Interesting. Just yesterday, we had a subcommittee meeting on it where I got to hear all the emotional feelings of not just board members or committee members, it's a subcommittee of the buildings, grounds and security committee. So far, I've just been recording everybody's druthers, and we're on draft number eight, and I'm now, after yesterday's meeting, I plan to conduct a survey. We use Survey Monkey to find out what people really want. And after that, draft number nine will occur, and hopefully we'll reach community unity, always my favorite phrase, and proceed.

Robert Nordlund: 16:50

Okay, well, I want to point out something that you said there, that I don't want to let it pass. You said a subcommittee. So you've got nine people on the board. You have a subcommittee that's feeding the board information, advising and you stopped in to hear what they had to say. So you have people doing your research, do your committee structures, they end up being training ground for new board members.

Lynn Ochberg: 17:15

I sure hope so, because I'm not going to last forever, and I I work very hard to encourage people to try volunteering, to join committees and to help me with various research projects. Look this up, look that up. You know, ask your whole floor what they feel about

Robert Nordlund: 17:37

it. Yeah, and there's two sides of that. One is, it's an opportunity for them to get involved in community, take a take hold of what do we want to do here at our community, and also gives them a taste of how they can help. And it's not going to be overwhelming. It could be help me with the pet versus dog type issue, do the research on Ada, Florida laws, whatever, and come up with some reason. And you're also, if you're on draft eight, is very clear that you're listening to them. Their feedback matters. And they again, it becomes their community. You've you've probably heard, I hope you've heard and I'm talking to everyone here. When Kevin Davis is on the program, he talks about trying to lower the temperature, taking away people's anxiety. And when you're listening to people, and when Julie's on the program, she talks about, you can never have enough communication. What are we thinking? What are we doing? How can we hear from you? And these are all, these are all good things. I want to hear more about your board. What drives it, what board member characteristics you're looking for, but I'm looking at the clock here, and I think it's time to take a quick break and hear from one of our generous sponsors, after which we'll be back to hear more from Lynn ochberg,

Paige Daniels: 19:05

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Robert Nordlund: 19:36

we're back. Well, Lynd, before the break, we started talking about the board members and the feeder source that you have of committees, and how you're hearing from people. And by golly, if you're on the eighth draft of a policy, you're certainly listening to people and responding to them and communicating. But tell me, what do you look for in a board member, or what do you think makes for a good board member?

Lynn Ochberg: 19:59

Well, a good. A board member is like a good parent, and I really look for that. And most of our owners here are seniors, which is true of all over Florida in condominium associations. And so they have a lot of experience in raising their kids. Many of them are grandparents already, and those kinds of caring and the idea that you're investing in the future of your child is brought right over to investing in the future of your condominium. Here, I don't have any trouble at all trying to, you know, in getting people to volunteer, and we usually have three or four people for each position, that is, they run for in our annual elections. So that's good, because then the rest of the people pick the one that they think will serve them the best.

Robert Nordlund: 20:55

You know, I'm almost to the point of being stunned we hear so much about people struggling to find board member candidates and having to appoint them and having to cajole people, but I think you've done so much preparation in having committees, having staff delegation,

Lynn Ochberg: 21:15

delegation of parts of jobs, so that I don't have to do Everything. I mean, I don't, it's not about me, it's about the whole community. And

Robert Nordlund: 21:25

you don't have a man killer job, yeah, you have how many, how many hours a week are you spending doing

Lynn Ochberg: 21:32

board work varies, and depending on what kind of issues are coming up, if, if there's a big contract to be let, I have to read it very carefully. That's, I guess I'm a little compulsive about some things, just from having a legal education, and I'm not going to sign anything that I haven't read. And that takes quite a while, because you have a million dollar contract, you darn well better read every word. Yep, that's all our members contributions

Robert Nordlund: 22:01

you're talking about. It's an okay, part time job, okay, it's not overwhelming. It's not a full time job. So it's hours, and it varies a little bit, because your hobby avocation. You're a painter, right?

Lynn Ochberg: 22:15

That? Well, yeah, an artist, yes, yeah. So ever since I was three years old, yeah,

Robert Nordlund: 22:20

so you like to do that, and that gives you peace, that gives you fulfillment, and you're literally a parent, and you're also a board member at this association, and so it just seems like that almost comes kind of natural for you.

Lynn Ochberg: 22:36

Yeah, well, I've been doing it all my life. I love to do volunteer work. I did some undergraduate work at Harvard. And when I first got there, the house mother in the dorm I was in said, Okay, young ladies, your job in life will be to be community volunteers.

Robert Nordlund: 22:56

Oh, gee.

Lynn Ochberg: 22:59

First, you know, find a good husband here at Harvard and then prepare yourself to be his support and communicating yourself. I know, I know, but actually it went right to my heart, because I'd always been aware of the concept of a social contract. You know, we get a lot of good things from living in communities, and it's only fair that we pay back by volunteering. So it all made sense to me, yeah, my parents read Jean Jacques Rousseau social contract to me when I was 12 years old. Yikes. I had a ground in, yeah.

Robert Nordlund: 23:40

Well, but then again, it's not just living in community. You've been investing in this community. You've created peace, you've created communication channels. You've created subcommittees. People feel like they're involved. Each building has a voice for the association. They have their building representative. I'm building five. I'm building two, that kind of stuff. You've got those communication channels, and it sounds like it's a beautiful place to live, and a nice, not nice physically, but nice operationally, place to live. And that has taken an investment of time over years to create that community there.

Lynn Ochberg: 24:19

Well, it always has room for improvement, too.

Robert Nordlund: 24:22

Yeah. Well, you said million dollar contract. You hinted to me earlier that you either have or just recently had a big project at your association. Tell me about that.

Lynn Ochberg: 24:34

Yes, we, I've signed the contract, not only three quarters of a million for a new dock, which was a very interesting experience, because although we've employed your company Association reserves for many, many years, and I've memorized the reserve plan, the dock that we have had, you know very sense. Full amount of money put aside for repair, repair, repair, repair, but in 50 years, the dock is ready to be replaced. Interesting local contractors in docks say there's no more possibility for repair. Got it and so that was a big challenge, because it wasn't on our reserve plan, and convincing the community to have a special assessment to pay for three quarters of a million dollars project. You know, it wasn't that hard, because the need was very obvious, and our manager took photographs that showed in what terrible condition it was in, and once it was obvious that it threatened the safety of users, that made the issue very easy to convince the rest of the people that it had be

Robert Nordlund: 25:53

done. Yeah, well, I just pulled my calculator out here to double check. So that's better part of$10,000 per home, and it wasn't in the reserve study. And I, I take the hit on that we tend to be in the repair, repair, repair type business. It's hard to anticipate that eventual life failure. But, um, another thing I heard was photographs, because a picture speaks 1000 words. Oh, yes. And well, as an artist, I I know, of course, of course. And so you said, here's where we are, here's the the money that we have, here's the pictures that make our point. And it's going to take a special assessment. But then again, I would trust that home values would support that special assessment and maybe even benefit from a brand new doc,

Lynn Ochberg: 26:43

yeah, that is what part of the advocacy that was conducted by my colleagues and me

Robert Nordlund: 26:51

Excellent, okay, and I keep coming back to being so impressed by your communication skills and the way you've been organizing things and directing things, and does that come from city council and your time in Michigan also, or is that just innate to who you are?

Lynn Ochberg: 27:11

Well, I'm so old that I've had a lot of experience with all those things. Let's

Robert Nordlund: 27:17

get back to characteristics of a board member. We've talked on the program about the C's, how you need to be someone who cares, someone who's curious, someone who is able to be courageous, to see that, like you did, that we're past repairing. It's time to face the fact that we need a new doc and that communicate effectively. You're touching on those things you mentioned, being a good parent, where you're caring for and you're investing in their future, their future that will outlive you as a parent, right? What do you see as board member characteristics?

Lynn Ochberg: 27:55

Well, all those you mentioned, but also, to be a good board member, you should be. Patient, productive, precise, I'm taking notes here all your day, your notes so you'll have to watch your own program.

Robert Nordlund: 28:11

I got my pen is smoking. I'm taking so many notes.

Lynn Ochberg: 28:15

Patient, patient, productive, precise, prepared, professional. Perspicacious.

Robert Nordlund: 28:26

You're going to force me to Google to spell that correctly. Well, go right ahead.

Lynn Ochberg: 28:31

Do that later. And finally, you have to learn to be as pleasant as possible.

Robert Nordlund: 28:38

I like your voice. I

Lynn Ochberg: 28:40

Oh, no, wait a minute. I like your voice.

Robert Nordlund: 28:45

Uh, oh, okay. Mutual admiration society here,

Lynn Ochberg: 28:48

ever since I watched this program, you've been a voice model. For me, it's a very good voice for helping people do their jobs in a good mood.

Robert Nordlund: 28:59

Well, you're very kind, but just the way you said that last phrase before we went down this tangent, reminded me there's a golf course I play at that the starter is a woman, and she just has the most pleasant voice. It's like Nordland Johnson, Frederickson party of two time to be on the first tee and you like, you feel like she's calling you to dinner. And it's just, it's fun to have that.

Lynn Ochberg: 29:29

Well, it's the mom voice. It's important to have to be like a mom, like I fed a parent. But in my case, I've only been a mom, and it's, it's, you get a lot of experience in managing people, just managing your children and as well your spouse. So it's all part of a system that we have in our country, all over the world, good moms make good managers, in my not very humble opinion.

Robert Nordlund: 30:00

Cool, yeah, well, for everyone listening, I'll get Lynn's list of P words in the show notes, so you're not having to play this over and over and over and memorize it if you're driving. So I'll have this for you in the show notes. But as we're starting to I'm looking at the time we need to start wrapping this up. Are there any particular victories or proud moments from your How many years have you been on the board so far?

Lynn Ochberg: 30:27

Stick on the board, four and a half, five, okay,

Robert Nordlund: 30:32

and you time out after how many years? Eight?

Lynn Ochberg: 30:35

Yeah, okay, I find a replacement by the eighth year. Well, it sounds

Robert Nordlund: 30:39

like you've got people competing to be on the board, so I think you'll be doing fine, but as you look back on what you've brought to the table so far, tell me some high points.

Lynn Ochberg: 30:50

Well, actually, the high points for me, other than managing to get everything done that needs to be done, are when people say, thank you. Just warms the cockles of my heart, and I so grateful that people recognize that it that we're doing well and that we're meeting our budget goals, and we're also creating a lot of new assets for the community, which helps to maintain the investments of new owners, and we have a good supply of those. Florida is suffering from a downturn at the moment in our real estate industry, but, but we've been fortunate to have a continuous supply of new investors, and I think that what the board does makes that happen. And I'm very grateful to the board and and the board occasionally even shows their gratitude to me. And I can't, can't tell you, there's nothing better than that. Fantastic.

Robert Nordlund: 31:49

Well, you said earlier you've been making some goodwill investments, and I sometimes think of that as political capital. And the political capital floats things forward. It moves it fuels progress. Can I ask you, what the yes, what your percentage of yes votes were for that big special assessment?

Lynn Ochberg: 32:10

Oh, on the board, not

Robert Nordlund: 32:14

does the we have to pass a special assessment, or

Lynn Ochberg: 32:17

did the board only the board in Florida, just the board does do has the authority to do that? And it was unanimous, no, I make. I make personal investments using my hobby of art, okay? And I make. I draw everybody's grandchildren and pets and wedding pictures and whatever comes to my attention. And I love framing them nicely and just giving them away. And then I do a lot of acrylic painting to decorate our our clubhouse. And we I got everybody to join me to create a mural on our Clubhouse wall of the scenery all around us, and include all the indigenous animals that that we enjoy watching and caring for. So those are my peculiar my personal investments that are just because I happen to have had art is a hobby all my life. It's wonderful to share it.

Robert Nordlund: 33:23

Well, just to think of you walking around the community, people know that you're Lynn, the Board President. Good things are happening under your tenure on the board. People are saying, Thank you. You're making me think, next time I'm in South Florida, I'm gonna have to look you up and take that one hour drive from Miami if I'm there, and come and visit. This looks like a fantastic place. Well, Lynn, want to thank you for taking the time to join us on today's program. Any final thoughts to share on your board member or experience to share with our audience today?

Lynn Ochberg: 33:59

Well, I just recommend every board member in a condo association or an HOA to watch your programs, because you can learn a lot and be better prepared to make your constituents much happier.

Robert Nordlund: 34:13

Well, let me actually, let me follow up on that. Haven't you been kind of a lifetime learner taking advantage of lots of things out there.

Lynn Ochberg: 34:22

Oh, sure, I even learned Mandarin when I was 41

Robert Nordlund: 34:26

Oh, yikes. Okay, well, that's also just an openness to what is there out that's that curiosity that we talked about earlier. Well, we want to publicly acknowledge Lynn for performing a thankless job well in what sounds like a physically beautiful place to live. We're glad she's there on the board to keep it operationally sound, to build community, to match the property's natural beauty. Well, we hope you gain some HOA insights from Lim's observations and experience helps you bring common sense to your common area and remember. If you match our definition of a bored hero, or know someone who does, please reach out to us. We love having bored heroes on our program. Our contact details are provided in the show notes. Thank you for joining us, and we look forward to another great episode next week.

Announcer: 35:17

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