ROSENBAUM UNIVERSITY

ROSENBAUM PLLC offers FREE CAM credit classes for groups of 10 or more managers at your management company location or at the Firm's West Palm Beach office. Please call or e-mail Rhonda for details (rugowski@rosenbaumpllc.com)

Courses available include:

Rosenbaum PLLC Provider No. 0005062



Bad Debts; Collections and Foreclosures

Course Outline Information

In accordance with the Rule 61-20.5081(1)(b), Florida Administrative Code, a course outline which describes the course’s content and subject matter should accompany the provider application. Please complete the following information. Refer to the application instructions for a detailed explanation of what each section below should include.

Learner objectives

A general understanding of bad debts, collections and foreclosures respecting condominium associations and homeowners associations subject to Chapters 718 and 720, Florida Statutes. An understanding of the collection process, including, but not limited to, initial demand letters, liens, foreclosures, receiverships and mortgage foreclosures.

Materials and Methods

The course will be taught in a lecture forma with the participants following the outline entitled “Bad Debts, Collections & Foreclosures” attached hereto. The course is estimated at 2 hours. The course participants may ask questions during and after the completion of the course. The course participants will have a 10 minute break after 1 hour of lecture. The participants are also encouraged to ask questions during the break.

Course Evaluation

The course participants will be able to ask questions during and after the course, and during the 10 minute break. There will also be hypothetical questions and scenarios discussed during the course. The participants will have the opportunity to give input on how they would handle the situation and get feedback from the course providers on the accuracy and legal validity of such strategies.

Subject Matter

Bad debts, collections and foreclosures in condominium associations pursuant to Chapter 718, Florida Statues, and homeowners associations pursuant to Chapter 720, Florida Statutes.

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Total Defenses to Insurance Coverage

Course Outline Information

In accordance with the Rule 61-20.5082(1)(b), Florida Administrative Code, a course outline which describes the course’s content and subject matter should accompany the provider application. Please complete the following information. Refer to the application instructions for a detailed explanation of what each section below should include.

Learner objectives

The objective of the course is for the participants to gain a general understanding of the claims making process, the property manager’s role and the importance of the insured’s compliance with the policy’s post-loss conditions as the failure to do so may provide the insurer with a total defense to coverage and result in a denial of the claim and potential liability on the part of the property manager. Additionally, the property managers will be taught how to maximize the Association’s chances of recovery.

Materials and Methods

This symposium course will be taught in a panel and interactive format with the participants being provided with a sample fact pattern and standard form policy provisions. The course is estimated at 2 hours. The course participants will be given scenarios and asked questions during the course. The participants will also be given the opportunity to ask questions during the course and after completion. The course outline provides the anticipated times for each section as well as the number of and breaks that will be given.

Course Evaluation

The course participants will be given a number of hypothetical scenarios based on the sample fact pattern and will be asked to identify a number of problematic issues and to give their input as to how best to resolve these problems. The participants will receive feedback from the course providers on the appropriateness of their responses, and guidance as to the correct or better responses to the various scenarios.

Subject Matter

Insurance policies, the claim process, insurance adjusting and insurance law, discussion of relevant case law and statutes.

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Screening, Approval of transfers and Fair Housing Issues

Course Outline Information

In accordance with the Rule 61-20.5082(1)(b), Florida Administrative Code, a course outline which describes the course’s content and subject matter should accompany the provider application. Please complete the following information. Refer to the application instructions for a detailed explanation of what each section below should include.

Learner objectives

A general understanding of: 1. Screening prospective purchasers and tenants, 2. The approval process, and the laws limiting disapproval of prospective purchasers and tenants, 3. Laws regarding transfer fees and security deposits, 4. Fair Housing Laws, and 5. Required accommodations and modifications to dwellings.

Materials and Methods

The course will be taught in a lecture format with participants following the enclosed Power Point. The course is estimated at 2 hours. The participants are encouraged to ask questions during the course.

Course Evaluation

The participants may ask questions during and after the course. An evaluation form is also enclosed.

Subject Matter

Screening of prospective owners and tenants, approval and disapproval of owners and tenants, laws affecting screening of owners and fair housing.

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2013 Legal Update

Course Outline Information

In accordance with the Rule 61-20.5082(1)(b), Florida Administrative Code, a course outline which describes the course’s content and subject matter should accompany the provider application. Please complete the following information. Refer to the application instructions for a detailed explanation of what each section below should include.

Learner objectives

A general understanding of legislation, court cases, declaratory statements, and arbitration cases from 2012 affecting community associations and community association managers.

Materials and Methods

The course will be in a lecture format with a corresponding power point presentation. There will be two (2) ten (10) minute breaks during the course.

Course Evaluation

Participants will complete a course evaluation form and also have an opportunity to ask questions during and after the course.

Subject Matter

2012 legislation and case law affecting community associations and community association managers.

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2014 Legal Update

Course Outline Information

In accordance with the Rule 61-20.5082(1)(b), Florida Administrative Code, a course outline which describes the course’s content and subject matter should accompany the provider application. Please complete the following information. Refer to the application instructions for a detailed explanation of what each section below should include.

Learner objectives

A general understanding of legislation, court cases, declaratory statements, and arbitration cases from 2013 affecting community associations and community association managers.

Materials and Methods

The course will be in a lecture format with a corresponding power point presentation. There will be two ten (10) minute breaks during the course.

Course Evaluation

Participants will complete a course evaluation form and also have an opportunity to ask questions during and after the course.

Subject Matter

2013 legislation and case law affecting community associations and community association managers.

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2015 Legal Update

Course Outline Information

In accordance with the Rule 61E14-4, Florida Administrative Code, a course outline which describes the course’s content and subject matter should accompany the provider application. Please complete the following information. Refer to the application instructions for a detailed explanation of what each section below should include.

Learner objectives

A general understanding of legislation, court cases, declaratory statements, and arbitration cases from 2014 affecting community associations and community association managers.

Materials and Methods

The course will be in a lecture format with a corresponding power point presentation. There will be two ten (10) minute breaks during the course.

Course Evaluation

Participants will complete a course evaluation form and also have an opportunity to ask questions during and after the course.

Subject Matter

2014 legislation and case law affecting community associations and community association managers.

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Board Member Certification

Course Outline Information

In accordance with the Rule 61-20(1)(b), Florida Administrative Code, a course outline which describes the course’s content and subject matter should accompany the provider application. Please complete the following information. Refer to the application instructions for a detailed explanation of what each section below should include.

Learner Objectives

See below

Materials and Methods

See below

Course Evaluation

See below

Subject Matter

See below



Meetings, Elections, and the Board of Directors

Learning Objectives

  • To comprehend the duties of the board of directors
  • To understand the difference between membership, board committee meetings
  • To learn the process of membership meetings
  • To understand notice requirements
  • To learn how to conduct a valid association election
  • To recognize how directors and officers are selected and replaced
  • To be aware of recall process

Association Operations Condominium Operations Bids & Contracts Dispute Resolution

Learning Objectives

  • To understand the process of transition from developer to owner run associations
  • To examine the rights and obligations of owners
  • To understand the rights and obligations of the board of directors and officers
  • To identify bidding requirements

Budgeting Budgets & Reserves Records Maintenance

Learning Objectives

  • To be able to understand how community associations fund themselves
  • To be able to understand the budgeting process
  • To calculate maintenance dues
  • To understand reserves requirements and schedules

Financial Management Financial Reporting

Learning Objectives

  • To review how an association may invest its funds
  • To comprehend accrual, cash and fund accounting
  • To become familiar with association tax laws
  • To grasp the concept of collections and lien process
  • To prepare or cause to be prepared financial reports and statements

Materials and Methods

  • The course will be taught utilizing a combination of the following:
    • Lecture
    • Question and answer
  • The course time schedule will be
      • 50 minutes class
      • 10 minutes break
      • 50 minutes class
      • 10 minutes break
      • 50 minutes class
      • Q & A
    • Resources include:
      • Power Point
      • DLP Projector and screen
      • Rented facilities (Hotel, restaurant etc.)

Course Evaluation

  • The course will be evaluated for meeting the learners needs by:
    • Lecture
    • Question and answer
  • The course will be evaluated by the learner in relation to the course materials:
    • Relating the experiences to actual business situations
    • Course Evaluation Form
      • All attendees will be required to fill out a course evaluation form.
    • Instructional methods include
      • Questions and answer
      • Group participation

Record Keeping Requirements

  • Record Keeping Requirements
    • Course records and attendance rosters will be maintained for a minimum of four years as per rule 61-6-015(4)(d), Florida Administrative Code.
    • Although rule 61-6-015(4)(d), Florida Administrative Code only requires four years of records retention; Rosenbaum Mollengarden, LLC course attendance rosters will be maintained for a minimum of seven years.
    • Records will be maintained in the corporate offices of Rosenbaum Mollengarden located at 250 South Australian Avenue West Palm Beach, FL 33401 in a locked file cabinet.
    • Each course participant will be advised that they must maintain their certification of course completion for five years from the date received.

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