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ANNUAL MEETING TIPS FOR ASSOCIATIONS

ANNUAL MEETING TIPS FOR ASSOCIATIONS

ANNUAL MEETING TIPS FOR ASSOCIATIONS

by Enrolled Agent Steven J. Weil, Ph.D., EA, LCAM, Royale Management Services, Inc.

 

As associations plan their annual meetings, these reminders and specific steps will be useful.

The annual meeting is a membership meeting in which every member can and should participate. Participation comes through properly-made motions, seconds, taking part in the discussion of motions and through voting.

The first order of business he is to appoint the chairperson to run the meeting.  The chairperson can be anyone who the members agree should chair the meeting.  In many associations the board president chairs the meeting; however, this requires approval of the members. Some associations ask their manager or attorney to chair the meeting.  This is acceptable as long as it is approved by the membership.  In large associations having a professional chair the meeting can help to keep it on track and see that the required business gets done properly.

A motion as to who shall chair the meeting can be made by any member of the association.  This motion must be seconded and then voted on by the members present. If the motion is approved by a majority of the member’s present, the chairperson is elected for the meeting.
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Making the most of any  community’s operating budget and improving the lifestyles of its residents.

Making the most of any community’s operating budget and improving the lifestyles of its residents.

  • Posted: Nov 06, 2023
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Working with vendors is a large part of serving on the board of a managed community.

Every community has outside partners for services like landscaping, sanitation, cable and Internet provision, pool maintenance, plumbing, blacktop, valet services and more. Finding and learning what they do and how they can help.

Open and effective communication among the board, the management company and the vendors employed by the association is an important part of making the most of any community’s operating budget and improving the lifestyles of its residents. Focusing on great communication and why it matters.

Sherwin-Williams

What can happen if communication among those entities isn’t consistent, open and effective? “Ineffective communication with vendors can cost your community money, but more importantly, it can result in loss of trust,” according to Frank Mari, executive director of SFPMA.ORG  “That means trust that the residents have in both the management company and the board, and also the trust the board has in the management company to manage vendors and recommend the right vendors for the community. As they need qualified vendors they find many on SFPMA’s Members Directory to select from.”

Poor communication with vendors can cost your association money too. If you don’t understand the details in a contract and don’t keep an open line for questions and clarifications, you may not realize that your community isn’t getting the services you think you are signing up for…. and then you will need to pay for the missing elements separately, impacting your operating budget.

Mr.Mari says “Talk to your landscaper in the middle of winter, not just spring and summer,” he directed. “If you’re an auditor, check in with the board and management company a few times of year, not just when the audit needs to be done.” Call them ask them to do a walk through of your buildings and communities, Preventive Maintenance is Key.

If you aren’t sure whether or not your current property management maintains open communication with vendors, ask! It’s important to make sure that outside vendors operate in the best interests of your community. We are all well-versed in the importance of vendor relationships and effective communication,” Frank explained. “Boards appreciate that we bring that additional level of support. Because of the trust we create with our vendors, almost any situation between boards and vendors can be resolved fairly.”

Speaking the language A basic part of communication is simply understanding the language each party is speaking. Most board members are not going to be experts in all the areas of running a
managed community, but it’s important that you have a basic knowledge of the terminology being used. Board members are expected and required to execute contracts related to things like
landscaping and other topics they may not be previously familiar with,” Talk to your Property Manager and include your Law Firm with contracts. “That fiduciary responsibility means that they need to understand what they are signing, what the work entails. It’s not enough to just consider price. Board members need to know more about what vendors are doing in order to make sure it’s being done.”

All HOA and Condo boards should be involved early in vendor selection discussions and leave the details of execution to the management company. It is important the board communicate any critical elements of their vision for the community to the vendor and be clear about what they require from each potential vendor they meet with. Board members must know enough to
understand what they should expect, what level of service is being provided for their community and what reasonable expectations are for that vendor. A landscaping company
that cares for a dozen large properties isn’t going to hand-prune every shrub, but that may be what some board members expect because they don’t yet understand the basics of large-scale landscaping,” “Of course, a self-managed community is going require more knowledge from the board members as far as monitoring the work being done and knowing that contracts are being fulfilled properly. Having a professional management company involved takes that responsibility off board members, because we know best practices, thanks to our experience managing multiple communities.” If you are looking for a Management Company

Find Top Florida Companies on our Members Directory.

How can boards and management companies know they are up-to-date on the terminology and jargon being used by their vendors? Many management companies are SFPMA Members themselves, With this membership there are educational seminars or round tables that let board members hear directly from vendors. “In addition to our in-house educational opportunities, I suggest that board members go to home shows, garden shows and other trade events so they can interact directly with vendors and pick up literature on the latest techniques and products,”.

sfpma.com - network, educate with Florida's Property management industryI tell my members to spend time at meetings, seminars and expos at every one of them get to know the vendors, Collect brochures.  Build those relationships. Listen to the keynote speakers as well. Over the years, vendors have shared with me how they have been impacted by SFPMA and how it makes them want to be part of our success. Obviously, you learn a lot that you take back to their boards and educate them on new information.

All of our members, partners and board members are asked to focus on professional development and educational opportunities that are offered by our Association to our Industry. vendors in many different disciplines host events that allow property managers to earn continuing education credits, and that many welcome board member attendance as well.

When you get to know vendors, you’re ready to work with them as partners, to optimize your community association’s budget and improve the lifestyles of the residents in your community.

South Florida Property Management Association can help you work with vendors to make the most of your association’s budgets by learning about the Top Companies working in our Industry.

www.sfpma.org

Become a Member Today!

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Who is SFPMA ? -We are a member organization for Florida’s Condo, HOA and Property Management Industry.

Who is SFPMA ? -We are a member organization for Florida’s Condo, HOA and Property Management Industry.

  • Posted: Oct 23, 2023
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We are a member organization for Florida’s Condo, HOA and Property Management Industry. SFPMA.COM

Our Goal is to promote the many member companies in our industry and get you in front of the decision makers.

Our team is made up of professionals who work in our industry. These leading professionals who genuinely want to see you succeed and who will be thoroughly committed to helping you achieve your goals.

Our Members include: Property Management Companies, Building Owners, HOA’s, Condo Boards, Self Managed Associations, Business and Service members throughout Florida.

Working with professionals at offices throughout Florida. We are dedicated exclusively to clients that work with condominium, homeowners associations and property managers.

 

  • It starts with your membership listing on the Florida Directory, where management professionals can easily find and select companies needed for getting repairs completed and requests for proposals on new projects.
  • Our Directory makes it easy for Condo & HOA Boards and Managers to find trusted companies throughout Florida. In addition our team helps them find the right companies for their buildings.
  • Every month we add events to our Calendar, many offer ECU Credits and Certifications for Board Members to Management Professionals. 
  • We market our members using many avenues, through industry articles written by members, advertising in our publications and direct emails sent each week to over 230,000 clients. 
  • On the business side are our committees that lobby on issues related directly to our industry with a voice in our state capital. They advocate to achieve our goals and the goals for our members. 

*Join the State of Florida Property Management Association: ( sfpma.com ) Be found on our members directory by clients looking for the services you provide.

this week over 140. calls came in asking us if we are a property management company. we took the time to let these clients know about us, they were vendors trying to get infront of the decision makers for their services…Many of them are now members of sfpma.

Keep reading our Email blasts for all the new members, with such a large amount of new members we are doing our best to add all of them with all of their company information.

We are adding to our directory, redesigning and adding Category Pages. We are also working on our magazine, with  new info and new look it will be packed with more helpful information for our industry. Florida Rising Magazine

 

Thank you from all of us at SFPMA! ~Frank J Mari / Executive Director

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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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What happens when it floods?  Contact us for a comprehensive inspection of your property’s Stormwater System.

What happens when it floods? Contact us for a comprehensive inspection of your property’s Stormwater System.

  • Posted: Oct 23, 2023
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What happens when it floods?

Water will flow from streets into your local storm drain and then to your lake. You will see lake levels rise during this time. Your local drainage district is hard at work in pump stations and control rooms managing water throughout South Florida. You will see this level of flooding till the main drainage system can catch up with the amount of rain that fell over the last 48 hours.
If you have not had your Stormwater System inspected within
the last year contact us for a comprehensive inspection of your property’s Stormwater System.

Contact us at:

Allstate Resource Management

954-382-9766 or info@allstatemanagement.com

Allstate Resource Management | 6900 S.W. 21st Court, Bldg. 9Davie, FL 33404

 


A Company You Can Trust!

Family-owned and operated for 25+ years!

Centrally located in South Florida!

Contact us today to find out how we can help your community!

Direct: 954-382-9766 or info@allstatemanagement.com
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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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Why Autumn Is a Pivotal Time for Your Waterbody – Summer may be over, but that doesn’t mean you should neglect your lake or pond! Check out these fall maintenance tips

Why Autumn Is a Pivotal Time for Your Waterbody – Summer may be over, but that doesn’t mean you should neglect your lake or pond! Check out these fall maintenance tips

  • Posted: Oct 21, 2023
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Should You Implement Lake and Pond Maintenance Services In the Fall?

As the transitional period between the summer and winter seasons, Autumn is a pivotal time to reflect on the challenges that your waterbody faced during the warmer months and contemplate your goals for the future. Autumn also provides an optimal window to implement maintenance services and water quality testing strategies that will help set your aquatic ecosystem up for success in the coming year.

 

Set Your Lake Up for Success This Fall

Autumn is a time of transition and no doubt, your waterbody will experience changes that manifest when spring and summer return. But stakeholders can shape these outcomes through an integrated management program that’s thoughtfully tailored to their unique property and budget. As the warmer months come to an end, an Aquatic Specialist can help property stakeholders assess the health and physical condition of their waterbodies and strategize a clear path to achieve their goals for the following year.

 


 

Address Aquatic Weeds & Muck with Mechanical Solutions

Weeds and pond algae are some of the most common problems that plague aquatic ecosystems during the warmer months. Though property owners and managers may be happy to see them disappear late in the season, the die-off of terrestrial and aquatic plants can impact the physical and chemical composition of the water, creating problems that seemingly lie dormant until warm weather returns. Mechanical harvesting and hydro-raking can be used to physically remove floating and submersed plants to prevent accumulation and muck development at the bottom.


Target Decomposing Pond Plants with Natural Biological Bacteria

Physical removal of pond weeds is effective, but plant fragments often remain. Biological bacteria play an essential role in the decomposition of remaining organic materials. They are found naturally in lakes and ponds, but can also be supplemented through a process called biological augmentation. These beneficial bacteria are aerobic, which means they require oxygen to carry out their metabolic processes.

 


Maintain Healthy Dissolved Oxygen Levels with Fountains & Aerators

But as the days grow shorter and cooler, dissolved oxygen (DO) can become depleted, reducing the efficiency of this process. Introducing floating aeration equipment or a submersed aerator can help maintain balanced DO levels, which facilitates decomposition and curbs the accumulation of nutrient-rich muck over the winter months. For stakeholders that already own a fountain or aerator, Autumn is an appropriate time to have units inspected and repaired to help prolong the performance of the equipment.

 


 

Balance Lake Nutrient Levels and Enhance Water Quality

Nutrients like phosphorus are an underlying cause of nuisance pond weed and algae growth. Phosphorus is naturally occurring in the water but is also transported by sources like lawn fertilizers, pet waste, trash, and agricultural runoff. Autumn is a good time to take action against nutrient imbalances and prevent explosive weeds and algae when the spring season arrives. If water quality tests reveal elevated phosphorus levels, products like Phoslock¹, Alum, and EutroSORB² can help target excess nutrients in waterbodies of all shapes, sizes, and uses. A professional can recommend the best solution based on the characteristics of your waterbody

 


Read the Full Article includes a larger list of services for your Lakes. 

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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

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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