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Good leadership and governance for Florida Board Members by SFPMA

Good leadership and governance for Florida Board Members by SFPMA

  • Posted: Oct 23, 2023
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Good leadership and governance for Board Members

“Seven keys to a successful board meeting”

One of the fundamental challenges that far too many board members and boards have is that they don’t have a strong understanding of their roles and responsibilities.

It sounds basic, but one of the fundamental challenges that far too many board members and boards have is that they don’t have a strong understanding of their roles and responsibilities.

Boards, in general,  do well with more fundamental board members understanding responsibilities — understanding the organization’s mission and providing financial oversight. Conversely, they struggle most with external responsibilities, including fundraising, advocacy, and community-building and outreach. This lack of understanding of what is — and is not — a part of the board’s essential roles can lead to a whole host of dysfunctions, such as micromanagement, rogue decision-making, lack of engagement, and more.

Since it’s impossible to do a job well if you don’t know what the job is, all boards must take the time to ensure that every board member fully understands what’s expected and needed of him or her, and then hold all members accountable when they get off track.

This starts with an understanding of the fundamental legal duties of each individual board member, which include:

  • Duty of Care — Each board member has a legal responsibility to participate actively in making decisions on behalf of the organization and to exercise his or her best judgment while doing so.
  • Duty of Loyalty — Each board member must put the interests of the organization before their personal and professional interests when acting on behalf of the organization in a decision-making capacity. The organization’s needs come first.
  • Duty of Obedience — Board members bear the legal responsibility of ensuring that the organization complies with the applicable federal, state, and local laws and adheres to its mission.

 

Board meetings should be productive, efficient meetings where the board conducts business. Stop and think about that for a minute. Are your meetings productive and efficient? Does the board meet to conduct business or socialize? Are you getting the most out of your meetings?

We’ve put together seven keys to a successful board meeting. Following these suggestions can bring new life to your association and keep volunteers interested in helping.

 

1.- Board meetings should not last more than one hour. Start the meeting when it is scheduled to begin and get straight to business. If you collectively have the focus to get done in an hour you’ll be amazed with how much you can accomplish. If you have no time limit, the meeting will typically drag on and a lot of time will be wasted.

When time is wasted at a meeting then people are less likely to volunteer because they feel their time is wasted. One hour meetings have a major impact on volunteers. Associations that hold focused, one hour meetings have more people volunteer. It’s also important to note that those volunteers stay active the in the community for much longer. Length of your board meetings may seem like a trivial matter, but it really does have a large impact on how the volunteers of the association view the organization and, in turn, how they view their role.

 

2.- Make your meetings action oriented. Don’t just discuss issues, make decisions. Every item up for discussion should end in a vote to move forward in some way or table the issue with a clear understanding of why the item is being tabled and when it will be revisited. When taking action on an item make sure it is clear who will be responsible for getting that task completed. Ambiguity cripples a board.

 

3.- Board Meetings are for the board. They are not neighborhood meetings or social gatherings. The purpose of a board meeting is to conduct business, not see how many people you can get to attend. Some board members try to get as many people to attend as possible. This is missing the point. Homeowners are, of course, welcome to attend but it is not a membership meeting. The purpose of the board meeting is for the board to consider the affairs of the association, make business decisions, and then have a clear plan of action.

 

4.- Take time prior to the meeting to think about what you want to discuss. Inform the community manager of this one week prior to the meeting. This way your topics of discussion can be placed on the agenda which will allow the other board members and the community manager the opportunity to think about and/or research the item you want to talk about. When you don’t come prepared and spring things on the other board members or on the community manager this typically results in a lot of unnecessary discussion with additional research needed in order to make any kind of decision. Remember, be action oriented. By planning ahead you can make more decisions at the meeting instead of causing an item to be discussed twice and delayed for months.

 

5.- There are an odd number of board positions for a reason. You will not always see eye to eye. Don’t take it personal if the other members of the board disagree with you. This will occur and is healthy. While each board member should attempt to come to a consensus with the other members, you will not be able to achieve this each time. Countless hours are wasted by board members continuing to argue a point just to obtain “victory” on a certain issue or to avoid any vote that is not unanimous. This occurs because someone is taking it personal. If your view is not shared on an issue, take a vote, and move on. Do not hold a grudge. Recognize that you can disagree and still work well with each other.

6.- If you think you may have a conflict of interest do not vote on that issue. Let’s say a board member’s spouse is on a committee. If the board is making a decision on an issue related to that committee then the board member with the spouse on that committee should excuse him/herself.

 

7.- Most associations should hold quarterly meetings (unless your bylaws require more). Meeting more often than that becomes excessive and unnecessary. Remember you want to have focused, short, productive meetings. This keeps people interested in serving on the board and on committees. If the association is constantly meeting then people feel it is taking too much of their time and they will stop volunteering. It is important to note that you are required to comply with the minimum meeting requirement in your bylaws. Most association bylaws require no more than quarterly meetings, but check yours to be sure.

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Playing The HOA – A Continuing Study in Audacity (Part II) by Axela Tech.

Playing The HOA – A Continuing Study in Audacity (Part II) by Axela Tech.

  • Posted: Oct 22, 2023
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🏡✨ Calling all condo residents and property managers! 📣

Have you ever wondered how the fate of an entire community can change in the blink of an eye?

Chinese investors purchased properties in a condominium, sparking hope and excitement. However, the developer defaulted on agreements, pushing the property into financial turmoil. 📉💼

What made matters even more complex was that at least 75% of the units were owned by foreign investors residing in China, where they had no idea they owed any maintenance fees!

The delinquency rate became a looming problem for the entire community.

Our latest blog discusses how Axela stepped in to help a struggling condo get back on track with its delinquencies.

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Managing Waste Webinar  Hosted by the Business Waste Assessments Section  Thursday, Nov. 2, 2023  11 a.m. to 1 p.m.  Hosted on Zoom

Managing Waste Webinar Hosted by the Business Waste Assessments Section Thursday, Nov. 2, 2023 11 a.m. to 1 p.m. Hosted on Zoom

  • Posted: Oct 17, 2023
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Managing Waste Webinar

Hosted by the Business Waste Assessments Section

Thursday, Nov. 2, 2023

11 a.m. to 1 p.m.

Hosted on Zoom – link available when you register.

Register for free today! 

 

The Department of Solid Waste is hosting a free solid and hazardous waste management webinar for property managers and waste haulers. Learn what your roles and responsibilities are for managing other people’s waste and wastes generated at your properties. You will have the opportunity to ask the Business Waste Assessments team questions. The webinar will give an overview of solid, hazardous and universal waste regulations and management practices including:

  • Waste determinations
  • Proper storage
  • Disposal options
  • Record keeping

Who should attend?

  • Anyone handling other people’s waste
  • Property managers
  • Manufactured housing management companies
  • Homeowners’ associations
  • Trash hauling and junk removal companies
  • Storage facility management companies

The webinar will not be recorded.

Resources

Use our Where Does It Go? Search Tool to help determine what wastes are hazardous and what to do with them. Find local resources for reuse, recycling and disposal. To be directed to the proper information, first select “For Businesses.”

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Webinar: RSVP for next week’s ‘Association Leadership’: Open Forum Q&A KBR and Castle Group

Webinar: RSVP for next week’s ‘Association Leadership’: Open Forum Q&A KBR and Castle Group

  • Posted: Oct 16, 2023
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Webinar will be moderated by Craig Vaughan, Castle Group CFO. He will be joined by Jeffrey A. Rembaum, Esq. Attorney and Board Certified Specialist in Condominium and Planned Development Law, and Attorney Alan Schwartzseid, Esq. with Kaye Bender Rembaum, P.L.
Wednesday, October 18 2023 | 12 Noon to 1:00pm Est.
Presented by Castle Group | Season 5, Episode 1 of ‘Association Leadership’

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Get certified for free IN MIAMI AND WEST PALM BEACH while attending the Condo and HOA Expo.

Get certified for free IN MIAMI AND WEST PALM BEACH while attending the Condo and HOA Expo.

  • Posted: Oct 16, 2023
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South Florida Condo & HOA Expo

Seminars

Learn From Industry Leaders!

Get the tools and information you need to manage your condo or HOA more efficiently.

Regional and national experts will offer insights into the latest industry trends and best practices in legal oversight, financing, maintenance, renovations, energy efficiency, administration, communication and more.

Bring your questions to these lively, informative sessions and come away with a clear blueprint for improved management for the future.

OCTOBER 17TH, 2023 AT 8:30 A.M.
AT THE HYATT GRAND HOTEL IN MIAMI .

 

OCTOBER 19th, 2023 AT 8:30 A.M.
AT THE PALM BEACH COUNTY CONVENTION CENTER

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Webinar: Upgrading from Self-Managed to Pro Management | Oct. 19 at 4pm Est

Webinar: Upgrading from Self-Managed to Pro Management | Oct. 19 at 4pm Est

  • Posted: Oct 16, 2023
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Webinar: Upgrading from Self-Managed to Pro Management | Oct. 19 at 4pm Est

 

Oct 19, 2023 04:00 PM in 
AKAM will be joined by Lisa A. Magill, Esq., Attorney at Kaye Bender Rembaum and Chapter Delegate Member of CAI Florida Legislative Alliance, to discuss the value-add of transitioning a self-managed community to professional management.
Date: Thursday, October 19, 2023 Time: 4pm – 5pm Please complete the registration form below to confirm your attendance.

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How To Deal With Slippery Floor Tiles – CoverTec Products

How To Deal With Slippery Floor Tiles – CoverTec Products

  • Posted: Oct 04, 2023
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How To Deal With Slippery Floor Tiles.

CoverTec Products

Making floors slip-resistant requires a clear understanding of what you are working with. These are the factors that impact whether a floor is slippery or not:

  1. The condition of the floor
  2. The flooring material
  3. The condition and the material of the footwear interacting with the surface
  4. The contaminants present on the floor
  5. The physical ability of people walking on the floor.

In this post, we’ll cover several slippery floor types… and show you how to reduce the possibility of slip and fall accidents on your premises.  Whether you’re at home or on business premises, we’ve got you covered.

Details below. Click to go there now.

How To Solve Slippery Floors… In General

 

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The Florida law (SB-919) known as the “Homeowners’ Association Bill of Rights” took effect on October 1st, 2023

The Florida law (SB-919) known as the “Homeowners’ Association Bill of Rights” took effect on October 1st, 2023

The Florida law known as the “Homeowners’ Association Bill of Rights” took effect on October 1st. 2023 (SB 919)

MIAMI – The Florida law known as the “Homeowners’ Association Bill of Rights” took effect on October 1st.

It revises the requirements for the governance and regulation of homeowners’ associations to:

  • Require all notices for homeowners’ association board meetings to specifically identify the agenda items for the meetings;
  • Revise the requirements for the association’s use of a member’s e-mail to send notices, including allowing a member to designate an address different than the property address for all required notices;
  • Require that, if a homeowners’ association collects a deposit from a member for any reason, including to pay for expenses that may be incurred as a result of construction on a member’s parcel or other reason for such deposit, such funds must not be co-mingled with any other association funds, the member may request an accounting of such funds, and the association must remit payment of unused funds within 30 days after completion;
  • Provide that an officer, director, or manager who accepts kickbacks is subject to monetary damages under s. 617.0834, F.S., relating to the conditions imposing civil liability on the officers and directors of corporations and associations not for profit;
  • Provide that an officer or director must be removed from office, and their access to official records denied, if charged with the crimes of forgery of a ballot envelope or voting certificate used in a homeowners’ association election, theft or embezzlement of association funds, destruction of or refusing to allow inspection of association records, if such records are accessible by association members, in furtherance of any crime; or obstruction of justice;
  • Require directors and officers of an association, including a developer-controlled association, to disclose specified activities which may pose a conflict of interest;
  • Clarify that a developer’s appointment of an officer or director does not create a presumption that the officer or director has a conflict of interest with regard to the performance of his or her official duties;
  • Revise the notice requirements for imposing and collecting fines, including providing members notice of how to cure a violation, if applicable; and
  • Provide criminal prohibitions related to fraudulent voting activities that are punishable as first degree misdemeanors, including preventing members from voting, and menacing, threatening, or using bribery to directly or indirectly influence or deter a member from voting

 

We are sure there will be more to come, as the State’s changes to the Law slimmed down the original Law and added to the original law.

SFPMA and Our Legal Members.  October 1, 2023

 

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Do you have a residential or commercial property in Florida, Georgia, Texas, North Carolina or South Carolina? The public adjusters at Sarasohn & Company are experts at maximizing your insurance claim recovery. We don’t get paid unless you do!

Do you have a residential or commercial property in Florida, Georgia, Texas, North Carolina or South Carolina? The public adjusters at Sarasohn & Company are experts at maximizing your insurance claim recovery. We don’t get paid unless you do!

  • Posted: Oct 04, 2023
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 Sarasohn & Company can assist in preparing your claim, guiding you through the claim process and helping to achieve the most favorable settlement. In addition to numerous state licenses, Stephen Sarasohn has held the nationally recognized designation of Senior Professional Public Adjuster since 1988.

Adjusters working for the insurance companies are obligated to treat all claimants fairly and impartially. However, they are paid by the insurance companies for their efforts. The state recognizes that you, the policyholder, are entitled to equal representation and you may retain the services of an expert adjuster to assist in the claim process.

Building Claims

In order to properly adjust any claim for damage to a structure, it is important to prepare a detailed repair estimate.  Sarasohn & Company will do that on your behalf.  Whenever necessary, we will employ the services of architects, engineers, contractors and other independent experts at no additional cost to you.

Full consideration is given to the provisions of your policy, as well as applicable statutes and case law, so as to maximize the recovery. This includes consideration of depreciation, coinsurance, code upgrades, deductibles and any other factors important to a successful adjustment.  Sarasohn & Company is also equipped to provide project management for the reconstruction process.  Project management is a field used in large construction projects to coordinate the various aspects of the repairs. This service is provided at no additional cost.

 

Personal Property Losses

All insurance policies require the submission of a complete inventory of both the damaged and undamaged personal property.  This includes machinery, trade fixtures, appliances, merchandise inventory, household furnishings, clothing and all other movable property insured under the policy.  This coverage also covers improvements and betterments on tenants’ policies, which can be treated several ways for claims purposes.

Sarasohn & Company has on its staff, experienced personnel who are capable of filling these requirements.   In addition to listing the property involved, our experts will calculate the replacement cost and actual cash value of each item as well as the repair cost when appropriate.  We will determine salvage value, if any, and help arrange for protection of the property from further damage, as required by the policy.  Our services can be helpful in documenting your tax loss, if any.

 

Loss of Income Claims

One of the most complex aspects of your claim involves calculating the loss of income you will suffer as a direct result of damage to real or personal property.  Sarasohn’s long term experience has helped to develop a team of forensic accountants who have proven to be outstanding in their ability to adjust claims in a way most favorable to the policyholder.  The services of CPA’s and tax attorneys are engaged when necessary, at no additional cost to you.

One of the questions that usually arise in a loss of income claim involves the continuation of payroll during the period of restoration.  It is extremely important that a method be established as soon as possible after the loss, to resolve this aspect of the claim.  Sarasohn & Company, with its years of experience will assist you with these important decisions.  Extra expense coverage can be used creatively to make up for insufficient property coverage, should that scenario exist.

Stephen Sarasohn SPPA
stephensarasohn@gmail.com
Public Adjusters since 1924
www.sarasohn.net
561-368-5000 office
561-866-3589 cell

 

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HOA Parking Lot Flooded?  Now is the time to give  Allstate Resource Management a call!

HOA Parking Lot Flooded? Now is the time to give Allstate Resource Management a call!

  • Posted: Oct 03, 2023
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Our schedule is filling up fast for storm drain cleanings, the rain that occurs in the summer can flood your HOA quickly!

Contact us to talk to a Stormwater Specialist today!

Contact us at 954-382-9766 or info@allstatemanagement.com

Learn more about how Allstate Resource Management can help.  View our Membership Page on SFPMA Directory and Contact us.

Allstate Resource Management has over 25 years of experience in maintaining the health of lakes, ponds, wetlands, and stormwater systems. We have continued since our inception to be the leader in resource management. Our services include lake managementwetland managementstormwater drain cleaning and maintenance, erosion controlfish stockingnative plantingsdebris removalwater qualityaquatic pest control, and upland management. All of our technicians are thoroughly trained and certified in order to meet the strict standards imposed by governmental agencies. This ensures that your property will be treated by only the most competent individuals who are proud of the services we render.

In addition to providing a healthy habitat, we specialize in the installation and maintenance of beautiful color lit fountains, bringing beauty and enjoyment to any lake or pond.

We also offer support services for property managers and HOA’s including educational presentations and CEU programs. Our approved courses offer continuing education credit to CAMs. When you search the Upcoming Events page on SFPMA each month you will find the Educational Classes Offer or Contact us directly so we can schedule an event at your Condo or HOA with a day packed with information and fun for all.

Colleen Sullivan
Marketing Manager
www.allstatemanagement.com
6900 SW 21st Court, Building #9
Davie, Florida 33317
Phone: (954) 382-9766
Fax: (954) 382-9770

 

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