Board Responsibilities

Overview of the Board Responsibilities:

  • Establish sound fiscal policies and maintain accurate records
  • Develop a workable budget, keeping in mind the needs, requirements and expectations of the community
  • Establish reserve funds
  • Act on budget items and determine assessment rates
  • Collect assessments
  • Establish, publicize, and enforce rules and penalties
  • Authorize legal action against owners who do not comply with the rules
  • Review local laws before passing rules or sending bylaws to membership for approval
  • Appoint committees and delegate authority to them
  • Select an attorney, an auditor, insurance agent and other professionals for the association
  • Provide adequate insurance coverage, as required by the bylaws and local governmental agencies
  • Inform board members of all business items that require their vote
  • Inform members of important board decisions and transactions
  • See that the association is protected for the acts of all parties with fiscal responsibilities
  • Attend and participate at meetings

President

The following are the highlights of the role of Board President:

  • Presides at all meetings of the Board of Directors
  • Sees that all orders and resolutions of the Board are carried out
  • Signs all written documents and co-signs all checks
  • Collects mail from Martinez Post Office
  • Assists in the collection of dues
  • Calls Board meetings as needed, which are roughly 4 times a year, and notifies SHOA members 4 days in advance or more
  • Calls at least one annual meeting of all homeowners in March, assuring all homes receive notice 15 to 30 days in advance at a convenient place, in accordance to bylaws
  • Organizes a report of the past year’s Board events and assures a report of SHOA financial status
  • Available to homeowners to receive suggestions and complaints
    given in writing in reasonable fashion, presenting any needing action to the Board
  • Acts, if deemed prudent, reporting all actions to the Board
  • Requests assistance from the Board for the good of the membership
  • Keeps a file of all Board actions, backing up Secretary and Treasurer files, providing historical documentation of the Association
  • Develops and maintains relationships with City of Pleasant Hill and City of Martinez officials

Vice President

The following are the highlights of the role of Board Vice President:

  • Acts in the place and stead of the president in event of his/her absence, inability, or refusal to act, and shall exercise and discharge any other duties required by the Board
  • Works closely with the president so all current activity of the Board is known in case of need to act.
  • Co-signs with the Treasurer, all Association checks where the President is not available
  • Develops and maintains relationships with City of Pleasant Hill and City of Martinez officials

Secretary

The following are the highlights of the role of Board Secretary:

  • Keeps and maintains a record of all meetings of the Board
  • Keeps updated list of the SHOA membership
  • Custodian for most of the official records of the association
  • As the custodian for the minutes and other official records of the association, responsible for insuring access to those records by the members of the association and their authorized representatives

Treasurer

The following are the highlights of the role of Board Treasurer:

  • Custodian of the funds, securities and financial records of the association
  • Creates and updates annual budget
  • Prepares homeowner dues invoices
  • Tabulates dues deposits in coordination with President
  • Writes and co-signs checks
  • Maintains and balances checkbook

Board Members At Large (2)

The following are the highlights of the role of Board Member At Large:

  • Attends all Board meetings
  • Assists President and Vice President with special projects