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  • Writer's pictureKris Grooms — Director

HOA | Roles & Responsibilities



Association Manager

  • Advise and provide administrative, managerial, and operational counsel to the association governing body

  • Exhibit professionalism and loyalty to the principal (the Board)

  • Exercise diligence in performing duties on the principals behalf

  • Account for financial activities covered in the Management Agreement

  • Perform onsite community inspections

  • Solicit and evaluate bids for association services

  • Supervise maintenance activities and contractor performance

  • Oversee and authorize payment for primary association services

  • Know and abide by the governing documents of the association

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The Board of Directors

Depending on the management agreement, some of the following responsibilities may be turned over to a professional management company.

President

  • Chief executive officer and leader of the association

  • Presides at all meetings of the board and membership

  • Executes legal documents on behalf of the association

  • Represents the board before the residents

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Vice-President

  • Performs all of the duties of the president in his/her absence

  • Typically shares some of the burden of the president regarding appearances, liaison, public hearings, etc.

  • Usually assigned liaison responsibility to specific staff or contractors, and to specific committees

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Secretary

  • Prepares and distributes board and membership meeting agendas, minutes, and materials referred to in minutes

  • Maintains minutes and book on all meetings

  • Maintains book of resolutions

  • Maintains all official records, including official correspondence, contracts, membership roster, etc.

  • Receives, verifies, and maintains all proxies

  • Attests, by signature, to the legitimacy of certain documents

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Treasurer

  • Works with appropriate staff, contractors, and committees to develop and submit annual operating budget for approval

  • Maintains adequate records of all association financial transactions

  • Maintains roster of disbursement of funds, as authorized

  • Prepares period financial reports

  • Arranges, subject to board approval, an independent audit of financial affairs

 

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