Subject
Running the association
114 lessons across 5 courses. Each one is about three minutes, cites its sources, and stands on its own.
Course
Procurement, Bids & Contracts
- When to obtain multiple bids
- Writing a good scope of work
- Apples-to-apples bid comparisons
- RFPs
- RFQs
- Bid leveling
- Vendor due diligence
- Vendor references
- Contractor licenses
- Insurance requirements
- W-9s
- Background checks
- Service contracts
- Auto-renewal clauses
- Termination clauses
- Indemnity
- Insurance clauses
- Performance standards
- Service-level agreements
- Price escalators
- Change-order controls
- Payment terms
- Contract renewal calendars
- Vendor performance reviews
- Vendor conflicts of interest
Course
Community Management Companies
- What does an HOA manager do?
- What doesn't a manager do?
- Manager vs board responsibilities
- Portfolio vs onsite management
- Self-management
- Selecting a management company
- Management RFPs
- Interviewing managers
- Management contracts
- Management fees
- Extra charges
- Manager authority
- Board instructions to management
- Manager performance metrics
- Manager reports
- Financial management
- Maintenance coordination
- Violation management
- Records management
- After-hours emergencies
- Changing management companies
- Management transition checklist
- Retrieving records and credentials
- Avoiding overdependence on the manager
Course
Working With Professionals
- When to hire HOA counsel
- Choosing association counsel
- Attorney-client privilege
- When to hire a CPA
- Choosing a reserve specialist
- Choosing an engineer
- Choosing an architect
- Insurance brokers
- Investment advisers
- Collection professionals
- Construction managers
- Project managers
- Landscape professionals
- Security consultants
- Experts and consultants
- Professional scopes of work
- Managing professional fees
- Getting useful advice from experts
- Board reliance on professional advice
Course
Developer / Declarant Transition
- What is developer control?
- Declarant-appointed boards
- Developer rights
- Turnover triggers
- Preparing for transition
- Owner election of the first board
- Transition audits
- Financial turnover
- Bank-account turnover
- Governing-document turnover
- Contract turnover
- Records turnover
- Plans and specifications
- Maintenance records
- Reserve funding at turnover
- Engineering transition studies
- Common-area inspections
- Construction defects
- Warranty claims
- Statutes of limitation/repose
- Negotiating with developers
- Transition litigation
- Developer subsidies
- Incomplete amenities
- Phased developments
- Annexation of future phases
Course
Technology
- HOA technology stack
- Association websites
- Owner portals
- Online payments
- Digital records
- Electronic signatures
- Board portals
- Work-order systems
- Accounting platforms
- Access-control technology
- Online architectural applications
- Violation tracking
- Digital amenity reservations
- Automated communications
- Data migrations
- Switching software
- Technology ownership
- Admin credentials
- Avoiding vendor lock-in
- Technology policies