Accounting
Where can you locate who your FASP for a particular HOA?
Branch Access Roles
When submitting a work order to AOC, which Associa program should you use?
CM Portal
What does Civil Code 5300(a) require for the Annual Budget Report mailing timeline?
No less than 30 nor more than 90 days before the end of the Association’s Fiscal year.
When does an hourly employee receive a meal penalty?
When the employee fails to clock out before their 5th hour worked AND When the employee works 10 or more hours and fails to take a 2nd break before their 10th hour worked.
Name both the BEST and WORST method of communication with directives to your administrative assistant?
BEST - Email
WORST -Verbal
After you enter your vehicle, before you do anything else, what should you do?
Lock the doors.
Where do you find the status of an invoice?
Search in StrongRoom under vendor, by invoice status or invoice full history
What does AOC stand for?
Associa on Call
How many months must you start to conduct an “Election by Acclimation”?
6 Months
An employee walking down the stairs loses his/her footing, slips but does not fall. Is the employee still required to report the incident to their direct supervisor or HR?
Yes. All injuries and near misses need to be reported within the same business day.
What is the name of our 3rd party service for all mailers?
Optimal Outsource
Does DRM hold a Private Patrol License?
Yes! PPO# 17681
Who do you send your signed CPA engagement letter to?
CPA, Genney & Keith, DRM Tax
Who is AOC's longest standing employee?
Dana Fike
What type of meeting is held for an Organizational meeting?
Open Meeting
True or False? An interviewer can legally ask a candidate questions regarding their age, religion, marital status or ethnic background.
False. It is illegal for an interview to ask questions regarding these topics.
Name Associa's 5 Star Service Standards
Demonstrate Care
Communicate Effectively
Exercise Leadership
Build Relationships
Own the Resolution
Will DRM Security make any repairs on the property during the site visit?
No
How often should you update bank signature cards including investment accounts?
With every change in board members
108 bids totaling 1.4 million dollars
What is the last step required in C3 prior to mailing out your budget?
Change the budget from draft to approved
How many hours per month & year are employees entitled to under the "School Activities Leave"?
8 hours/month; 40 hours/year.
Where can you go to access the CM Portal? Not your favorites bar! Bonus Question...What is CM Portal?
Branch Access
What two areas should you avoid leaving your purse, wallet, keys and other valuables inside your residence?
On the kitchen counter or in plain sight in the bedroom. These are the first place thieves look.
When submitting a PTR to clear the due to from, what GL do you use?
The bank GL of where funds are going to be deposited to.
What is the name of the last VP of Maintenance of AOC?
Terry Kramer
According to Civil Code 5305, what annual budget dollar amount will exempt an association from performing an annual audit?
$75,000
How many days are employees entitled to under "Bereavement Leave"?
5 days for immediate family members (3 days paid through Associa, 2 days unpaid or with PTO).
Where in TownSq can you locate the Board of Directors?
Groups
True or False - DRM Homewatch provides the following services: Security checks of alarm systems, doors, windows, plumbing, fixtures, water supply, HVAC, electrical system circuit breaker and appliances • Confirmation of house cleaning & landscaping services • Collection of mail and packages • Inspection of irrigation system • Visual checks for damage to house or grounds.
TRUE