Board Member Responsibilities

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The Boards of directors of a community association has the following responsibilities:

  1. Maintenance. Maintain the common areas on behalf of the membership (Civ. Code §4775)
  2. Rules Enforcement. Enforce the governing documents via warnings, hearings, fines, suspension of privileges, and litigation.
  3. Financial Management. Boards are obligated to collect assessments necessary to properly maintain the property and enforce the governing documents. (Civ. Code §5600.) To that end, they must prepare budgets, levy and collect assessments, pay bills, review financial records, and prepare year-end financial statements.
  4. Operational Management. Manage the day-to-day operations of the association. This includes retaining (as needed) management services, legal services, landscape vendors, pest control, operating amenities (pools, tennis courts, clubhouses, equestrian facilities, golf course, etc.), purchasing insurance, etc.

To carry out their duties, boards have authority as provided by the governing documents and statute. Directors must perform their duties as fiduciaries

There are five main HOA board officer positions: president, vice president, treasurer, secretary, and member-at-large. The main purpose of serving on an HOA’s board of directors is to govern the HOA and enforce its governing documents. Each of these positions comes with different responsibilities designed to help board members serve their community in the most efficient way possible.

President/CEO

A board’s president is responsible for making sure proper meeting procedures are followed and that meetings stay on task. The specific duties of the position include possessing an in-depth knowledge of the community’s CC&Rs and other governing documents, knowing how to run an effective meeting, making sure all other board members’ voices are heard, and being the “face” of the organization, which may mean signing important legal documents.

Vice President/VP

The vice president shares many of the same duties as the president. It’s important that they, too, possess an in-depth knowledge of the CC&Rs and governing documents. A vice president also takes over the president’s duties if the president is unavailable.

Treasurer/CFO

Association financial issues are all handled by the acting Treasurer. The responsibilities of this position are extremely important to the community and usually involve assistance from the board’s current association management organization. Not only does a treasurer secure community funds and manage financial records, but they also:

  • oversee the association’s operating account and reserve account,
  • keep and maintaining the association’s financial documents,
  • oversee the deposits,
  • oversee investments,
  • ensure that bills are paid,
  • oversee the preparation of the budget,
  • ensure that a report of financial transactions are made to the board,
  • ensure that a reserve study is prepared,
  • serve as the board’s liaison with the association’s auditor,
  • review and implement safeguards to protect the association’s financial assets,
  • ensure that tax returns are filed on time, and
  • sign bank cards and co-sign checks with the president or secretary.

Secretary

A secretary’s main job is to organize all the association documents that are not financial records. Unless the governing documents provide otherwise, a secretary’s duties are as follows:

  • Taking meeting minutes
  • Keeping board meeting records
  • Maintaining membership records
  • Maintaining Association records and documents

Member-at-Large

Member-at-large is a unique position that not all associations will have. The role can be incredibly diverse, as its main duties can vary widely from association to association, but basically, a member-at-large serves as the intermediary between the board and the homeowners. Members-at-large attend all board meetings, provide input and feedback, and act as spokespersons for all parties involved. Additionally, they may often be assigned specific projects, including positions on committees, that don’t fit neatly within the roles of other board members. In this function, members-at-large help ensure the board’s goals are met.

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