Online Class: HOA/Condo Board Certification

If you are planning to serve on your homeowner association board, you probably know that you will need to comply with Florida’s certification requirements within 90 days of being elected.

Our HOA/Condo Board Certification class is designed to satisfy the statutory requirement so that you are eligible to serve. More importantly, it will provide the tools and information you need to perform your job well and to avoid any potential liability associated with your new role.

Topics Covered:

  • Defining your fiduciary duty
  • Analyzing association operations
  • How to properly maintain the association’s books and records
  • The pros and cons of alternative dispute resolution
  • Avoiding common election pitfalls
  • Preparing budgets and funding reserves
  • Understanding financial reporting requirements
  • Assessing insurance needs for common areas
  • Defusing conflict within the community
2 hour class
2 ELE Credits
Provider #0000811
Course #9630016

PLEASE NOTE: Instructions to receive CEU credits will be emailed 1-2 days after the class has concluded. 

4:00 P.M. – 6:00 P.M. EST


Elizabeth A. Lanham-Patrie

Robyn M. Severs


Dear Clients and Friends,

The unprecedented challenges of this year have been difficult for us all. These challenges are magnified for volunteer board members having to make hard decisions which impact not only themselves, but their family, friends, and neighbors. As we turn to a new year, exciting news of advancements and wider distribution of COVID-19 vaccines appear on the horizon. While this is of course a welcomed development, the vaccines in and of themselves will bring new decision points for boards and their management professionals with respect to whether their associations are going to modify COVID-19 protocols which have been in place for much of 2020. From an executive level perspective, these protocols break down into two broad categories: (1) restrictions related to facilities; and (2) restrictions related to people.

Facilities Restrictions:

Many of our clients made tough choices to close down common facilities completely when COVID-19 infections accelerated. Other clients took a more incremental approach with limited use of such facilities, monitoring the use of those facilities and enhanced disinfecting procedures.  The bottom line is that no one approach was prescribed for all types of communities. In formulating the COVID-19 procedures, boards were encouraged by us to thoroughly evaluate what types of facilities their community contained, the risk factors potentially associated with the use of those facilities, the community’s budgetary and staffing constraints and how guidance (and legal mandates) from local, state, and federal governments applied to their community. The same will now be true with respect to evaluating the impact of widespread vaccine availability. Thankfully board members are not expected to have all of the answers immediately, however, now is the time for you to start preparing for the questions that will inevitably arise from residents. You may find that residents start advising that they have been vaccinated and thus are entitled to ignore your safety protocols such as masks, social distancing and use of amenities immediately upon arrival from elsewhere. Boards should follow developments in recommendations from applicable authorities and work closely with legal counsel to help formulate appropriate restrictions as developments in the vaccine distribution process occur.

People Restrictions:

In addition to restrictions on facility usage, the COVID-19 crisis resulted in difficult decisions to restrict guest access. Those decisions often impacted not only the number and type of guests that the residents could invite into the community, but also limited the ability of new tenants and owners to move in, as well as limiting which vendors could continue serving the association and individual owners. With the release of the COVID-19 vaccine, many of our boards are inquiring if their current guest restrictions should be loosened or eliminated for those guests willing to provide proof of vaccination. Similarly, associations with direct employees are asking if they should require those employees to provide proof of vaccination and others who have leased employees are wondering if their contracts with those companies should be revised to require proof of employee vaccination. While we do have some precedent with the flu vaccine and requirements for certain types of employers like hospitals and nursing homes, we have no such guidance when it comes to the new COVID-19 vaccine.

There will likely be employees who refuse to be vaccinated on religious grounds or who will claim a physical disability under the ADA. It is important that your board take no steps regarding this issue without obtaining a legal opinion first. Incentives related to covering any out-of-pocket costs and time off needed to be vaccinated may be better methods to ensure a vaccinated workforce as opposed to a mandate.

As for outside vendors who may be hired by the association and/or by your residents, there also needs to be a thoughtful deliberation as to what other protections along with proof of licensure and adequate insurance coverage may be appropriate.

We understand that the COVID-19 pandemic continues to be a fluid and difficult situation. However, with the welcomed news of vaccine distribution, boards need to initiate discussions and potential adjustments to their association’s COVID-19 protocols as you will likely receive questions or demands from your residents related to the vaccine. Naturally, any changes to your community’s COVID-19 protocols will need to be properly adopted at a duly noticed board meeting and those changes properly communicated to your residents. If you are interested in discussing this topic in greater detail, I am available.

Happy holidays to you and your loved ones and best wishes for a joyous, healthy, and prosperous new year!

Corona Virus Mutual Aid of Brevard County

Solutions Property Management is very proud to help advocate for Corona Virus Mutual Aid of Brevard County. This organization has pulled together 100’s of volunteers spear headed by a wonderful woman Stacey Patel,  for such an amazing cause. We are taking donations and sponsored our office to assist in receiving donated items for a family that has lost everything due to a house fire.. If anyone would like to donate any items on this list or more please let us know or drop it off at 2235 N Courtenay Pkwy,  Merritt Island FL 32953. 3216847793 for more information. Take the time to read about this amazing woman and how far she has reached by a small gesture of kindness.

BREVARD COUNTY, Fla. — A Brevard County woman is stepping up and taking to social media to help meet her community’s needs during the COVID-19 pandemic.

Even though Stacey Patel is tired, she keeps on going. Patel started the Coronavirus Mutual Aid Network of Brevard County Facebook group because she couldn’t just sit back while the pandemic was forcing businesses to shut down and people to lose their jobs.

“Sometimes when you experience hardship it give you the ability to see other people suffering,” Patel explained. “We’ve helped folks with long-term residences, shelters, short-term shelters, groceries. Anything you can think of is needed in wake of this crisis.”

The Facebook page already has more than 10,000 members, and it’s a one-stop shop for people who need help or for those who are in a position to help out.

“If someone says they don’t have food or transportation — some people can get to a pantry but some can’t — so we deliver groceries to people who don’t have transportation or are sick and can’t get out of their home,” Patel said. “We work with homeless families with small children.”

If someone needs help no matter what it is, members of the group will do their best to step in and help because, as Patel said, they are all facing this pandemic together. She said she will keep the page up as long as the pandemic lasts.

“We’ve just reached out to the community, and they’ve been every generous,” Patel said.

It’s that generosity that keeps her going — and makes her today’s Everyday Hero.​–brevard-woman-starts-facebook-group-to-help-those-in-need-due-to-covid#

Eligibility to Run for Condominium Board Depends on Governing Documents

Question:  The wife of an owner (only the husband is on the deed) is running for the Board of our condominium association.  Is she eligible to run for the Board?  I thought you had to be an owner under Florida Law to serve on a condominium association Board?  D.A. via e-mail

Answer:  Florida law does contain certain minimum requirements for a person to be eligible to serve on the board of directors for a community association.  As an example, The Florida Not For Profit Corporation Act (Chapter 617, Florida Statutes) requires a board member to be eighteen years of age or older.  Further, The Condominium Act (Chapter 718, Florida Statutes) contains certain eligibility requirements to serve on the board, including a prohibition on felons serving on the board, unless their civil rights have been restored for a period of no less than 5 years.  That being said, there is no requirement within Florida law for a person to be a “member” (i.e. name on the deed) of a condominium association before they are eligible to serve on the board.  Many condominium association governing documents, however, do require a person to be a “member” of the condominium association to be eligible to serve on the board.  The answer to your question will depend on the specific language contained within your condominium association’s governing documents.

Condo/HOA Meeting Agendas & Notice Requirements

The statutes governing community associations require notice of meetings to encourage owner participation. HOAleader recently published an article on this subject: HOA Meetings: Does Your State Have Rules for Your Meeting Agendas? Here are some handy reminders – there are additional options in the statutes. This list is not intended to be all inclusive.

Board meeting(s) 48 hours posted (or pursuant to documents) with agenda 48 hours posted (or pursuant to documents)
Budget meeting(s) 14 days mailed (along with a copy of the proposed budget) and posted, unless documents require a longer time period Pursuant to documents
Annual meeting(s) 60 days for first notice; 14 days for second notice, mailed, delivered or electronically transmitted 14 days mailed, delivered or electronically transmitted (unless documents require more notice)
Special assessment(s) 14 days mailed and posted– condos must also include the purpose & estimated amount of special assessment in the meeting notice (14 days applies to meetings to establish the insurance deductible as well) 14 days mailed and posted
Board meeting(s) to adopt rules regarding unit or parcel use 14 days mailed (along with a copy of the proposed rule) and posted 14 days mailed (along with a copy of the proposed rule) and posted
Member meeting(s) Pursuant to By-Laws (usually at least 14 days mailed, delivered or electronically transmitted) 14 days mailed, delivered or electronically transmitted (unless documents require more notice)
Committee meeting(s) Committees that take final action on behalf of the board or make recommendations to the board regarding the association budget must notice their meetings 48 hours in advance, and the meetings must be open to the unit owners. 

Committees that DO NOT take final action on behalf of the board or make recommendations to the board regarding the association budget must notice their meetings 48 hours in advance, and the meetings must be open to the unit owners, UNLESS the By-Laws provide otherwise.

Must be posted 48 hours in advance when a final decision will be made regarding the expenditure of association funds and to meetings of any committee vested with the power to approve or disapprove architectural decisions with respect to a specific parcel of residential property owned by a member of the community
Association attorney meeting(s) Must be noticed 48 hours in advance, but are not open to unit owners when the meeting is held for the purpose of seeking or rendering legal advic Must be noticed 48 hours in advance (or pursuant to documents), but are not open to owners when the meeting relates to proposed or pending litigation or personnel matters.

Tropical Storm Eta

The best time to prepare for a hurricane is before hurricane season begins on June 1. It is vital to understand your home’s vulnerability to storm surge, flooding, and wind. Here is your checklist of things to do BEFORE hurricane seasons begins.

  • Know your zone: Do you live near the Gulf or Atlantic Coasts? Find out if you live in a hurricane evacuation area by contacting your local government/emergency management office or by checking the evacuation site website.
  • Put Together an Emergency Kit: Put together a basic emergency. Check emergency equipment, such as flashlights, generators and storm shutters.
  • Write or review your Family Emergency Plan: Before an emergency happens, sit down with your family or close friends and decide how you will get in contact with each other, where you will go, and what you will do in an emergency. Keep a copy of this plan in your emergency supplies kit or another safe place where you can access it in the event of a disaster. Start at the Ready.Gov emergency plan webpage.
  • Review Your Insurance Policies: Review your insurance policies to ensure that you have adequate coverage for your home and personal property.
  • Understand NWS forecast products, especially the meaning of NWS watches and warnings.
  • Preparation tips for your home from the Federal Alliance for Safe Homes
  • Preparation Tips for those with Chronic Illnesses

Download our checklists and more free resources.

Board Makes Parking Rules

Q: Is it necessary for the board of my condominium association to get a vote from the owners to change parking rules? They want to restrict me from parking my third vehicle on the property. I have been living here for over a year with three vehicles and no problem. (R.T., via e-mail)

A: The vast majority of governing documents grant the board the authority to make and amend and promulgate rules regarding the common elements. Board made rules cannot conflict with the declaration of condominium, nor rights which are inferable from the declaration. Further, board made rules must be “reasonable.”

Whether a particular rule is reasonable depends on the facts of each case. Some deference is given to the board’s business judgment and the board does not need to choose the least restrictive alternative when there are choices of approach. The development regulations for many condominiums only required 1.5 parking spaces per unit at the time the condominium was built. Obviously, in such case, every owner could not have 3 vehicles.

Q: Our development has 10 fountains in 7 ponds. The board reduced the operating time of the fountains from 12 to 6 hours a day. Owners of homes with a fountain view feel like the enjoyment and value of their homes has diminished. Is this a material change under Florida law that would require membership vote? (R.D., via e-mail)

A: The seminal case in Florida defines “material alterations” in the condominium context as those changes which “palpably or perceptively vary or change the form, shape, elements or specifications of a building from its original design or plan, or existing condition, in such a manner as to appreciably affect or influence its function, use, or appearance.”

The condominium law states that there shall be no material alterations or substantial additions to the common elements except as provided in the declaration of condominium. If the declaration is silent, seventy five percent of all unit owners must approve the change. Although not set forth in your question, it appears that your community may not be governed by the condominium statute, but rather Chapter 720 of the Florida Statutes, the Florida Homeowners’ Association Act. This statute does not have a “material alteration clause” and the case law under the statute suggests that the governing documents control the question.

Based on the situation you describe, the fountains will continue to operate in accordance with their general function, use, and appearance. Rather, the board is making a decision as to how these common elements or common areas will be operated. Most governing documents, as well as applicable case law, generally give the board relatively wide latitude regarding operation of common property.

Q: Our community has a building with 6 connected villas under a common roof. Homeowners are required to carry their own insurance and most have different insurers. If one company says that the building has hurricane roof damage, but the others disagree, would that insurer have to cover the entire roof for the 6 villas? (B.B., via e-mail)

A: That question could only be answered by having an attorney who is competent in insurance coverage issues review the applicable insurance policy. Without prejudging what might come from such a review, the short answer is “I doubt it.”
This is a common issue for this type of community. Over the years, I have seen situations where one villa owner may have inadequate insurance, or no insurance at all, and decides to “walk away” after a major loss, such as a hurricane. There are a number of approaches that could be considered to protect all of the owners, including requiring proof of insurance, requiring rebuilding/repair within a certain time frame, and setting forth effective enforcement remedies. This will usually require an amendment to the declaration of covenants.

CALL Alert: 2020 Legislative Guide Now Available Online

Our 2020 Legislative Guide is designed to help your volunteer board and management professionals understand and implement the new laws which impact community associations each year. Given the significant percentage of Florida’s population which resides in shared ownership communities, we are virtually guaranteed to have numerous association bills sponsored each year with some of those proposals becoming new laws.

Florida’s 2020 Legislative Session produced the long-awaited criminalization of fraudulent emotional support animal requests. As of July 1, people who submit fraudulent documentation to support their request for a service animal or an emotional support animal (ESA) in a Florida community or who otherwise hold themselves out as being physically or mentally disabled when they are not, risk being imprisoned, fined and/or ordered to perform community service. Already we are seeing an encouraging trend that when associations use experienced counsel to engage in a meaningful dialogue with the requesting party, insufficient documentation becomes more apparent and dubious requests are often withdrawn.

There are also new legal protections for condominium, cooperative and HOA residents to park a law enforcement vehicle in their communities as well as new rights for HOA residents to use fireworks on the 4th of July, Christmas Eve, New Year’s Eve and New Year’s Day regardless of any HOA restrictions to the contrary.

One of the newly passed laws declares void and unenforceable all “discriminatory restrictions” (e.g. those based on race, color, national origin, religion, gender, or physical disability) contained in any recorded title transaction. Some older association documents may contain pernicious, decades-old discriminatory use restrictions that can now easily be removed by an amendment approved by a majority vote of the board of directors. With our 6-month hurricane season in Florida, the new law which amends Section 631.57 of the Florida Statutes to increase the amount of coverage for property insurance claims by a condominium, cooperative or homeowners’ association under the Florida Insurance Guaranty Association (FIGA) from $100,000 to $200,000 multiplied by the number of units is a positive change.

Lastly, associations operating “55 and Over” communities will welcome the news that a new law deletes the prior registration requirements (a letter to the Florida Commission on Human Relations once every two years, with a fine of up to $500 if they failed to do so) for these communities and eliminates related forms, fees, and fines.

While many of the foregoing new laws are helpful, the community association legislation passed during Florida’s 2020 Legislative Session unfortunately could not address the unprecedented challenges presented by the COVID-19 pandemic as the Session ended right when the health crisis erupted. Volunteer boards who had never grappled with a pandemic before made impactful decisions to close certain amenities, restrict the flow of visitors into the community and marshaled the resources needed to heighten sanitization and implement other safety measures needed to protect their residents. All of this was done at times in the face of vocal resident opposition and a lack of clarity and support from government officials.

It is CALL’s mission, however, to ensure that the crop of 2021 association bills will incorporate some of the lessons we’ve learned from the COVID-19 crisis and provide new tools to assist volunteer boards in the coming years. In the interim, there are steps your community can take by amending your governing documents and implementing necessary policies and protocols to provide you with greater flexibility and a wider range of options when you are inevitably confronted with the next challenge life brings your way.

Click here to view the 2020 Legislative Guide now!

Easements and Presidents Solutions Property Management


Q: My homeowners’ association has maintenance access easements over certain areas across the lots adjacent to a pond. Does this mean that all homeowners’ association owners/members are allowed to walk over these access easements to access the pond? (D.P., via e-mail)

A: It depends upon the language of the grant of easement itself, which will usually be found either in the declaration of covenants or on the plats.

An easement is a legal right to use the real property of another for a specific purpose. Here, the easement that you describe is stated to be for “maintenance access.” As such, it seems that the intended purpose of this easement is to provide access only for the maintenance of the pond. Without further information, and absent another easement that applies to this area, my guess would be that a lot owner would be well within their rights to prohibit individuals who are not accessing the property for the purpose of maintenance from crossing the lot.

Most governing documents specify the different types of easements being granted and define to whom the easement holders will be. For example, in some cases, maintenance and utility easements are granted to the association, its employees, agents and hired contractors, to utility companies, to governmental and emergency services for the operation, maintenance, and repair of the property.

The general law is that easements are to be limited to their intended use and may not be “overburdened” by the holder of the easement.

Q: The president of my homeowners’ association is in the process of selling her home and will be moving out of the community. Questions have arisen concerning when she is considered off the board and how does the association select a new president. Some feel the vice president would automatically become the president of the association. How is this handled? (C.H., via e-mail)

A: Your question raises a number of issues including how vacancies are created on the board, how those vacancies are filled and the difference between seating and filling vacancies for directors and officers.

Whether the president’s sale of her home automatically creates a vacancy of the board there is no statutory requirement that board members must be owners. Therefore, unless there is a requirement in the governing documents that all board members be owners in the community, the fact that she sells her home will not in and of itself, create a vacancy on the board.

Assuming that the president no longer wishes to serve on the board and resigns, or that she is disqualified because the governing documents require property ownership to sit on the board, a majority of the remaining board members usually have the authority to fill a vacancy created on the board of directors.

This individual’s presidency is a different issue. While most governing documents require the board president to be a director, that is not universal. So again, the first question is whether the sale of the home is an automatic disqualification or if the president also needs to affirmatively resign her office.

While most documents provide that the vice president performs the duties of the president when the president is not available, the vice president does not automatically become the president if the president resigns or is disqualified from service on the board. Rather, absent an unusual provision in the governing documents, the directors would elect a new president, which could be the current vice president, but does not have to be.