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.