Continued from page 4 REMEMBER, Board, Not Owners, Enact Budget Associations Are Subject to Income Tax Limit on Board Spending No Exterior Modifications Without Prior Board Approval Tape Recording Meeting Minutes Open Board Meetings/Presidents May Vote Competitive Bidding Annual Election Meeting Quorum The Difference Between a Condominium and Homeowner’s Association New Law Mandates Reserves Prohibiting Sexual Predators Associations Required to Pay Sales Tax on Certain Services REGISTER FOR ATLAS TODAY! To register: •Go to ohiocondolaw.com or ohiohoalaw.com and click the ATLAS logo button on the left side of the screen. •You are now at the ATLAS log-in page, click the link that states: Please Click Here to Register for ATLAS. An update on current topics and issues affecting Ohio condominium and homeowner associations Kaman & CUSIMANO, LLC An Introduction to ATLAS: , A Roadmap Through Your Association s Legal Issues •Completely fill out the form that appears, which includes your name, Public Articles Satellite Dishes — What Can an Association Regulate? Retention of Association Records A Sexual Offender in the Community New Bankruptcy Law Closes Loopholes — Community Associations Have More Protection Against Abuses Budgets, Reserves and the Ohio Requirement for an Annual Ownership Vote if Reserve Funding is to be Waived — The Special Assessment Problem Five Things to Know When an Elderly Resident Needs Help Flag Bill Signed by President Bush The Impact of H.B. 135 on Association Operations Mandated Reserves Requested Records — Must Owners Be Given Everything? Legislation Passed to Revise Ohio’s Condominium Statute Understanding the Government of a Community Association Verbal Abuse of a Board Member Should Not be Tolerated The Pyramid of Laws That Govern All Community Associations the KAMAN report association name, telephone number, email address, and desired password, and then click “submit”. Your ATLAS access will be authenticated within 48 hours, at which time you will be able to log-in. SAMPLE FORMS Board’s often have to pay legal counsel hundreds and even thousands of dollars for some commonly used forms. With our annual Service Option of Representation, Kaman & Cusimano provides to you numerous forms that are regularly used by community associations across Ohio. These forms include: • • • • • • • • Annual Meeting Ballot Annual Meeting Sign-In Sheet Collections Policy and Procedure — monthly Collections Policy and Procedure — quarterly Code of Ethics for Board Members Enforcement Procedures, including sample enforcement letters that follow the procedures mandated by Ohio law Notice of Annual Meeting Proxy Forms, including the very popular five year proxy By David W. Kaman, Esq. In our never ending quest to serve your association better, Kaman & Cusimano, LLC is proud to unveil a new internet based program entitled ATLAS. ATLAS stands for the “Association Total Legal Assistance System” and its name represents its purpose — to provide legal assistance to you. This legal assistance is available to board members twenty-four (24) hours a day and seven (7) days a week, and is included free with your Service Option of representation with Kaman & Cusimano. All that is required from you, as outlined below, is simple registration with us over the internet. Designed and created by Kaman & Cusimano exclusively for our clients, ATLAS will always be expanding. Five features that it immediately provides are: • Your association’s collections case status information, • The Success Basics Webinar for Board Members, • Client articles — educational articles for you as well as articles for your association’s newsletter, • Sample forms for items such as proxies and enforcement letters, • Seminar registration — made easy. REGISTERING FOR ATLAS To register: • Go to ohiocondolaw.com or ohiohoalaw.com and click the ATLAS logo button on the left side of the screen. • You are now at the ATLAS log-in page, click the link that states: After you have logged in, for more information about all of the ATLAS features, and for a troubleshooting guide, please click on the “ATLAS User Guide” found on the ATLAS home page. As you can see by the above, ATLAS truly is the Association Total Legal Assistance System. Please Click Here to Register for ATLAS. • Completely fill out the form that appears, which includes your name, association name, telephone number, email address, As you are reading this, our office is already busy at work outlining and installing additional features that will make ATLAS even more helpful to you. As stated in the beginning, our never ending goal is to provide exceptional and easily accessible services to your association. access will be authenticated within 48 hours, at which time you Kaman & Cusimano, LLC 2000 Terminal Tower 50 Public Square Cleveland, OH 44113 5 PLEASE REGISTER NOW AND ENCOURAGE ALL OF YOUR FELLOW BOARD MEMBERS TO ALSO REGISTER and desired password, and then click “submit”. Your ATLAS will be able to log-in. COLLECTIONS CASE STATUS INFORMATION The ATLAS Collections Case Status Information page provides board members and property managers with up to the second information on their association’s collections matters. Information we input into our computer will show up on your screen immediately. When the initial collection status information appears on the Association page it will not only list who we show as your manager and/or management company, but it will also reflect whether we have a copy of the association’s “collection policy and procedure.” As recommended in our Guide for Board Members of Community Association booklet, all associations should have such a policy and procedure to avoid claims to collections discrimination and/or selective enforcement. In addition, this screen will indicate if our office is authorized to sign liens. It is important for board presidents to realize that a copy of the lien is mailed to the delinquent owner and in simpler times, having the board president sign a lien posed no real threat. However, in these somewhat wacky times, our office strongly recommends that one of our attorneys, and not a board member, Continued on page 2 Continued from page 1 sign the lien. Too many unforeseen circumstances could occur when a board member executes a lien against one of their fellow owners. In addition, by authorizing our office to have the authority to sign liens, the board member is removed from the hassle of receiving the lien, finding a notary to notarize their signature, and then returning the lien. these reports and passing them out at board meetings. By clicking on “Definitions,” you will see an extensive list of every term used on ATLAS which will help in understanding the collection procedures. Finally, clicking on “Foreclosure Roadmap” in the top navigation bar, you are provided with a detailed step by step outline of the foreclosure process. This map will help in understanding whether the process has just begun or is near the end. We suggest that you print the “Roadmap” and keep it as a handy reference. As you can see, ATLAS truly is an “Association Total Legal Assistance System.” This software was written and designed by our office to better serve you. Should you find that one of your delinquent accounts is missing or should you have any questions about any collections matter after reviewing ATLAS, do not hesitate to contact my partner, Darcy Mehling Good at [email protected]. Details Page Association Page The Association page then lists the names of the delinquent owners in your association. The “Status” and “Action” fields provide you with an update on your association’s collections matters. The “Status” is the current phase that the case is in, for example, collection letter, Foreclosure, or Bankruptcy. The “Action” field tells you exactly what Kaman & Cusimano is doing, and may change frequently as the case progresses. By going to the left side of the list and clicking on “Select,” all of the individual information on that delinquent account appears on your screen in tremendous detail. Besides a day-by-day detail of the case notes and history of the case, specific information on the delinquent account is provided showing all action taken by our office in our effort to collect the delinquent fees. All collection letter(s), lien(s), foreclosure and bankruptcy action is indicated. When viewing the “Details” page you will note several different headings listed in the top navigation bar. By clicking on “Association Report” you will be able to view and print a report on all association collection matters. Many of the property managers have already been printing 2 SUCCESS BASICS CLIENT ARTICLES WEBINAR Board members are in constant search of information. The “Client Articles” area of ATLAS contains a significant number of articles regarding community associations as authored by the attorneys of Kaman & Cusimano, LLC. The ever expanding list of topics covered includes: For many years I have presented an hour and one-half seminar entitled “Success Basics for Board Members.” This seminar has proven not only to be educational but also fun and humorous. The one downside with the seminar was that it was only presented once a year and new board members often had to wait months and months to get basic information as to the recipe for successful board membership. Now with ATLAS, board members can watch the seminar whenever they want and as often as they want online, at their leisure, and in the privacy of their own home. You can watch the entire seminar at once or you can watch any one or more of the fifteen (15) success basics as your time permits. As an example, a board uncertain as to the proper use of email is able to just watch the ten minutes of Chapter 4 entitled “Make Decisions at Board Meetings, Not by Email.” The complete list of topic covered includes: Success Basics Introduction (03:33) The Difference Between A Condominium and A Homeowner Association (02:23): 1) Be Familiar With The Declaration, Bylaws and House Rules (Handbook) (13:49) 2) Realize You Are Governing A Significant Corporation (06:00) 3) Be Aware Of The Limited Potential For Personal Liability (10:01) 4) Make Decisions At Board Meetings, Not By E-mail (10:34) 5) Know The Board/Officer Responsibilities (02:12) 6) Insist On Comprehensive Minutes/Corporate Record Book (07:28) Board Resources • Annual Meeting Guidelines Advantages of a Professional Manager or Management Company Consider a 5-Year Proxy to Ease Annual Election Quorum Challenge Safeguarding Association Funds Newsletter Articles for your Association’s Newsletter Ohio Grilling Law Update Foreclosure Filed Unit/Home Sold at Foreclosure Sheriff’s Sale Our Law Firm Is Kaman & Cusimano Necessary Reserves One Vote Does Make a Difference Transfer Documents to Purchaser New Ohio Grilling Law Attend the Annual Meeting — Even If You Are Happy Delinquent Owners Pay Association’s Legal Fees For Sale Signs Prohibited Governing Documents Defined Landscaper Works for Association New Disclosure Requirement No Volunteer Board Members? Do Not Assume That the Association Insurance Has You Covered Common Area Planting Require Prior Board Approval Tax Valuation Complaints All Owners Pay For Vandalism The Basic Duties of a Board Member Community Association Meetings The Process of Determining Maintenance Fees Outdoor Holiday Decorations Check Before You Build Collection Remedies Garage Sales Know Your Neighbor Owners Elect Board — Board Elects Its Officers Community Association Owner’s Rights Association Recovers Delinquency Through Foreclosure Second-Hand Smoke Association Fees — Withholding Not An Option Sample Association Newsletters Sample Client Association Newsletters Legal Questions Association Employees, Contractors and the New Immigration Law Workers’ Compensation is Mandatory It’s Snowtime!! What’s a Board To Do? Continued on page 5 7) Keep Your Own Records (02:09) 8) Properly Contract (03:20) 9) Safeguard Association Funds (06:28) 10)Properly Insure The Association (04:06) 11)Properly Enforce The Rules (04:06) 12)Publish A Newsletter — To Promote The Property And The Board (03:08) 13)Stay Ethical — Keep Confidences — You Are Part Of A Team (05:08) 14)Keep Your Sense Of Reality, Keep Your Sense Of Humor, And Keep Cool (03:13) 15)Communicate — Do NOT Litigate (02:04) Now with ATLAS, board members can watch the seminar whenever they want and as often as they want online, at their leisure, and in the privacy of their own home. 3 The Kaman Report Newsletter 4
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