Ask a Board Member: Roles & Responsibilities
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What does it mean to be a community leader?
For some board members, it was a way for them to interact with new people. For others, it's as simple as seeing a problem that needs fixing. Whatever the motivations, the roles and responsibilities of HOA board members are fundamentally solid.
Throughout the video, you'll hear directly from your peers about their board experiences, including:
- Their primary board practices
- Things they'd wish someone told them before taking office
- What motivated them to become a community leader
- The advice they'd give to aspiring board members
- How management companies play a part in building relationships with boards and residents
Get answers from Board Members on the importance of their roles & reponsibilities:
Meet the Board
Roy Atwood, Treasurer
Homestead Carrollton HOA
"I previously served as president of the board when we took over the HOA from the developer, so I've been a community leader in two roles for a total of 10 years."
What are your primary responsibilities as Treasurer?
As the treasurer, I review the financials every month as they come in from FirstService Residential and really look at two things:
1) Making sure that our community is staying on budget, checking all of the expenditures and reviewing all written checks to understand where our money's going. Once in a while, we'll get a question about our finances, and we're quickly able to connect with our management company for more information.
2) Another primary responsibility is staying on top of the delinquent accounts and collecting dues on time.
Why did you become a board member?
I've been on the board for several years. The key concern is that, as a homeowner in Homestead, I knew what the community's vision was from the developer. There were a few issues that started to cause some concern, like landscaping not being maintained. I just felt like the board had lost sight of the importance of our HOA and its property values, so I wanted to get involved and help make sure we were keeping the vision for our community alive.
Tony Franckowiak, President
Sendero Ranch HOA
"I've been a board member for a long time and am currently the president of the association, which is located just outside of city limits."
What are your primary responsibilities as President?
My primary function is to coordinate with our FirstService Residential representative on ongoing projects and communications, engage board members as needed (whether that's deciding on purchases or projects) and assign board members to head committees for some of the larger projects. I also make sure we set up meetings and establish the budget for approval.
What's one thing you wish someone told you before joining the board?
That there's a lot of small projects and items that can pop up, and you have to give your full attention to that issue depending on how widespread it is. It usually happens with new residents and helping them understand how the community operates.
Susan Van Camp, Vice President
Hidden Lakes HOA
"I've been a board member for this community for five years. For my first term, I was a member-at-large, and now I serve as the vice president."
What are your primary responsibilities as Vice President?
My key duties as the vice president are to fill in for the president in their absence, attend quarterly meetings and sponsor our annual homeowners meeting, which offers much more community involvement.
What's one piece of advice you'd give to an aspiring board member?
My advice to somebody who would like to get involved is to get involved! Bring your work and life experience, and you'll find that it will benefit the community, regardless of demographics. Whatever you can bring to the table, we can use that experience to help make our community that much better.
Randy Acosta, President
Public Improvement District 6
"I wear two hats: I'm a part of an HOA and a public improvement district (PID) in Fort Worth. I got involved in both back in 2001 because I wanted to help the community, meet new people and do things that are worthwhile."
What are your primary responsibilities as President?
I spend a lot of time on the HOA side. Unfortunately, a lot of it is managing the challenging aspects of an HOA, like deed enforcement restriction, for example. When it comes to setting the bar, I think about what we're doing to clean up the neighborhood, so it encourages other people to join our community. My primary goal, however, is protecting everyone's investment so they can get a sizeable return.
How does your relationship with your management company help you and the community?
What I like best about FirstSerivice Residential is they offer us a lot of resources and have expertise in multiple areas. It shows itself when they provide webinars on board training or live events where everyone gets together to discuss how to develop a budget. I think they bring a lot of resources to the table, not just to help us as board members, but the community manager and residents, too.
Board members in general are responsible for:
FAQ : Board Member Roles & Responsibilities
What is the role of a board member?
- Providing a clear vision for the community image & culture
- Protecting and preserving the association’s assets
- Minimizing the financial risks to the association
- Maintaining the community’s property values
- Enhancing the living experience for all residents
Use these additional resources to discover more about the roles and responsibilities of board members and how to be a more effective board member.
Roles and Responsibilities of the HOA Board
- Six Essential Tips for New HOA Board Members
- The Essential Five People On Your Association Board
- Eight Jobs You’ll Master as Board President
- Five Roles of the Board Secretary
- Five Qualities of a Board Treasurer
The primary role and responsibility of a board president include (but aren’t limited to):
What is the role of a board president?
- Overseeing procedural duties of board meetings and association business
- Be conversant and an authority on the community's CC&Rs (Covenants,
Conditions & Restrictions) and other governing documents
- Enacts amendments as voted upon to governing documents, directs action of the board and management company in the allocation of resources and funds to complete community projects
- Functions as primary liaison (other than the general manager) between residents and the property management company.
- Act as community representative to city municipalities, vendors, or third-party contractors
What is the role of a board vice president?The primary role and responsibility of a board vice president include (but aren’t limited to):
- Supports leadership and procedural duties with the president, including assuming the leadership role if the president is unable to do so
- Ensuring order is maintained during board meetings, both internal and with the membership at large
- Triages business to be brought to the attention of the president and manages flow of board working sessions
- Recruiting committee members and engaging volunteers
What is the role of a board treasurer?The primary role and responsibility of a board treasurer include (but aren’t limited to):
- Responsible for the community's funds, securities and financial record-keeping, collections and delinquencies, often in conjunction with a management company
- Oversees billing, collections and disbursement of funds, and coordinates the
development of proposed annual operating budget and reserve allocations at the direction of the board
- Monitors the budget and reporting of the association’s financial status throughout the year and at the annual meeting of the membership
What is the role of a board secretary?The primary role and responsibility of a board secretary include (but aren’t limited to):
- Maintain the association's meeting minutes and official records
- Ensure records are safely stored and accessible to residents
- Providing notice of meetings and distributing documents (official records, agendas and meeting minutes) on a timely basis
What is the role of a board member-at-large?The primary role and responsibility of a board secretary include (but aren’t limited to):
- Serve as a liaison to the general membership, keeping their finger on the pulse of the community and providing those insights to the other board members
- May serve as primary liaison with community manager to expedite membership work requests
- Duties may change as needed to help the board address the association's priorities at the time, from heading new committees to assisting the treasurer in budget season