201 - How to Provide Outstanding Customer Service

Description Coming Soon!

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202 - Assessment Collections & Foreclosures

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203 - Manager’s Role in Reserve Funding

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204 - Long Range Planning for the Association

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205 - Defining Ethics and How it Impacts the Manager

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206 - Management of Vendors/Suppliers – Two Hour Course

Learning Objectives: The student will learn the process and requirements for performing a comparative bidding for services and work required by a Community Association (HOA) to include:

• How to create a Scope of Work for a project/service
• Defining what skills and assistance is required to meet the standard of care.
• What is included in a Request for Proposal (RFP) to assure required protections
• How to define a qualified bidder for a project/service
• Terms and terminology that need to be in a contractual agreement

I. Defining the Community Association (HOA) Needs & Wants

A. Governing Documents
B. Maintenance Responsibility Matrix
C. Level of Service
D. Standards of Care and Best Practices

II. Defining The Scope of Work

A. Expertise Required – Type & By Whom
B. Management’s Role in Defining the Specifications

III. Preparing the RFP Package

A. Insurance
B. Terms & Conditions
C.  Special Provisions to Consider
D. Scope of Work/Specifications

IV. Preparing the Bidder’s List

A. Where to Look for Bidders?
B.  What to Look to Assure Capability?
C. Reference Checking Before the Bid Let

V. Comparing the Bids

A. Orange to Orange Comparisons
B.  Price and Value
C. Defining Variances to the RFP

VI. Contracting and Agreements

A. Basic Contract Terms
B. Vendor or HOA contract
C. Legal Review
D. Signatures and Approvals

207 - Understanding Insurance for Coverage & Bidding Two Hour Course
Author: Joe Mirocha, RJF Agencies, Inc.

A. Property Insurance

1. Defining What is Covered? What is Excluded?
   
   
2. Internal Coverage
   A. Bare Walls
   B. Original Specifications
   C. All In
   D. Special Modifications
   E. HO-6 Policy
   F. MCIOA, amendments, resolutions
   
   
3. Insurance to Value Considerations  Who is Responsible to Define?  
   A. Reporting significant Improvements to buildings and units
   B. New building reporting
   C. Manager involvement for miscellaneous costs (signs, fencing, monuments, etc.)
   
   
4. Endorsements  
   A. Replacement Cost, Extended Replacement Cost, Guaranteed Replacement Cost
   B. Backup of Sewer and Drain, Sump Pump Failure, Seepage
   C. Increased Cost of Construction, Demolition, Ordinance and Law
   D. Loss of Income
   
   
5. Deductibles
   A. Purpose of a Deductible
   B. Per occurrence, per unit, per building, %
   C. General Liability, Umbrella, D & O
   
   
6.   What determines premiums?
   A. Age, type of construction, protection class, building value, sprinklers, loss history, market conditions, amenities, size of property, occupancy.
   
   
7. Crime Coverage
   A.  Who, why, how much?
   Forgery, wire transfer
   Financial controls
   
   
8. Equipment Breakdown

B. Liability Insurance

1. General Liability
   
   
2. Medical Payments
   
   
3. Hired and Non-Owned Auto
   A.  How much is enough?
   B.  Exclusions
   C.  Claim reporting
   
   
4. Business Auto
   
   
5. Directors and Officers
   A.  Who is covered?
   B.  What is covered?
   C.  Claims made?
   D.  Occurrence form?
   E.  Pay on behalf of?
   F.  Most common claims
   G   Claim reporting
   
   
6. Umbrella
   A.  Excess or true umbrella
   B.  When do you need one?
   
   
7. Workers Compensation

C. Insurance Information for All Managers

1. Safety and Loss Control Recommendations
2. Claims, Damage Estimates, Knowing what is covered
3. Dealing with Adjusters, Their Role and the Agent’s Role
4. Foreclosures and Preventing Claims

D. Bidding for Insurance Coverage

1. Preparing to Shop for an Insurance Policy
   A.  Qualities of an Agent
   B.  Qualities of the Insurance Company
   C.  Why do Managers, boards choose what they chose?
   D.  When to shop?
   
   
2. Requesting a Quote
   A.  Information required
   B.  Lead time
   
   
3. Insurance Market Cycles
   A.  Why do they occur?
   B.  What do they mean for you?

E. Question & Answer
F. Evaluation Form
G. Close Session

Course 208-Insurance Coverage and Bidding - Two Hour Course

A two hour course that will assist any management team or Board understand what is required in the area of insurance, how to deal with agents and how to bid your insurance for the best value for the coverage required.

209 - Basics of Community Association Management

Description Coming Soon!

Please contact us at info@catsmn.com for more information regarding this course.

210 – Lunch and Learn Sessions for Managers

All Course 200 Topics are available in a One and a Half Hour “Lunch and Learn” format. The Cost is $300 per course plus cost of Handouts. Other topics available are:

• Micro-Management – What it is and How to Control It
• Dealing with “Stress” in the Workplace
• The Manger as a “Generalist”
• How to Provide Excellent Customer Service
• The Seven Habits of Effective Leadership
• Understanding Personalities and How they Impact Decision Making
• Keeping the “Balls” in the Air – Maintaining Control of the Demand