This document outlines an agenda and topics for a basic course on community associations. The schedule includes sessions on an introduction, overview, problem solving, maintenance, rule enforcement, finances, board meetings, and conclusion. Key topics in the overview include industry types, legal foundations, and rights/obligations of developers, owners, board members, officers, and committees. Common community association types are also defined. The problem solving approach outlines identifying issues, authority, potential solutions, communication of plans, and monitoring results. Financial stages, accounting methods, enforcement procedures, potential board meeting and enforcement hearing errors are also summarized.

1. abcs
A BASIC COURSE
FOR COMMUNITY
ASSOCIATIONS

2. Chapter
Calendar of Events

3. SCHEDULE
Introduction (8:30-8:45)
Overview (8:45-9:50)
Approach to Solving Problems (10:00-10:35)
Maintenance (10:35-12:10)
Rule Enforcement (1:10-2:00)
Finances (2:00-2:30. 2:45-3:30)
Board Meeting (3:30-4:15)
Conclusion (4:15-4:30)

4. OVERVIEW
• Overview of Industry
– Types of Communities
– Legal Foundation
– Rights and Obligations
o Developer
o Owners
o Board members
o Officers
o Committees

5. RIGHTS & OBLIGATIONS
• Developer
• Owners
• Board Members
• Officers
• Committees

6. COMMON-INTEREST
COMMUNITIES
• Condominium
• Cooperative
• Planned community
• Master association

7. LEGAL DOCUMENTS
• Declaration
– Condominium
– Planned community
• Proprietary lease
– Cooperative
• Bylaws
• Book of Resolutions
• Articles of Incorporation

8. PROBLEM SOLVING
1. Identify the scope of the problem.
2. Determine who has the authority and
obligation to act.
3. Consider approaches and resources;
formulate and implement the plan.
4. Communicate the plan.
5. Monitor and evaluate the plan.

9. IDENTIFY THE SCOPE
OF THE PROBLEM
• Roof
• Pipes

10. DETERMINE WHO HAS
THE AUTHORITY AND
OBLIGATION TO ACT
• Pipes
– Declaration
– Bylaws
• Roof
– Declaration
– Bylaws

11. CONSIDER APPROACHES
AND RESOURCES;
FORMULATE AND
IMPLEMENT THE PLAN
• Roof
• Assessments
– Who has authority?
– What are the procedures?

12. COMMUNICATE
THE PLAN
• Roof
– What? When? How?
• Pipes
– What? When? How?
• Assessments
– What? When? How?

13. MONITOR AND
EVALUATE THE PLAN
• Short-term
– Replace roof
• Long-term
– Maintenance plan

14. FINANCIAL STAGES
• Planning
– Budget
• Operation
– Balance Sheet
– Income and Expense Statement
– Budget Variance Report
– Bank Reconciliation Statement
– Accounts Receivable Report
– Accounts Payable Report

15. FINANCIAL STAGES
• Evaluation
– Compilation
– Review
– Audit

16. ACCOUNTING
• Cash
• Accrual
• Modified

17. ENFORCEMENT
HEARING ERRORS
• Before
– Didn’t attempt to settle amicably
– Didn’t explain variance procedure
– Didn’t file complaint
– Didn’t send notice of violation

18. ENFORCEMENT
HEARING ERRORS
• During hearing
– Chair disorganized
– Board member was rude
– Not prepared for hearing
– Relative participated
– Didn’t give Susie time to gather and present
evidence
– Didn’t view property

19. ENFORCEMENT
HEARING ERRORS
• Conclusion of Hearing
– No valid reasons for decision
– Penalty is unreasonable

20. BOARD MEETING
ERRORS
• Before Meeting
– Notice not adequate
– Preparation not adequate

21. BOARD MEETING
ERRORS
• During Meeting
– Started late
– Two members never come
– Started without a quorum
– Didn’t read background material
– Didn’t follow parliamentary procedure
– Didn’t follow agenda
– No time for resident input
– Maybe breach of duty of loyalty
– May not have authority to levy assessments
– Didn’t take minutes

22. ENFORCEMENT
PROCEDURES
• Internal Enforcement Procedures
– Procedures to induce willing compliance
– Rule enforcement hearing
• External Enforcement Procedures
– Mediation
– Arbitration
– Litigation

23. XYZ FINANCIAL
PROBLEMS
• Income
– Overestimated income
– Didn’t plan for bad debts
– Overestimated investment income
– Borrowed from replacement fund
• Expenses
– Underestimated expenses
– Didn’t plan for unexpected
• Replacement fund error?

24. Community Associations Institute
(YOUR NAME) Chapter
• Phone
• Fax
• E-mail
• Website
(CUSTOM MESSAGE)
Building stronger communities.