Board of Directors

Board of Directors

There are currently three (3) Directors of the Board who each serve as officers or directors.

The Current Board of Directors are as follows:

• Roxanne Howard, President

• Randy Dolson, Vice President

• Greg Schwartz, Secretary and Treasurer

For more information, refer to section IV. of Exhibit “B” within the Association Bylaws, titled Powers and Duties of the Board of Directors.

President Responsibilities

The president is the chief executive officer of the Association. The president is responsible for overseeing and handling many of its procedural duties. In order to succeed in this role, the president must be knowledgeable about the community’s CC&Rs and governing documents and understand how to run an effective meeting. They have the authority on all association rules and governing documents, and appoints committees if dictated by the bylaws. The president also leads board and association meetings, handling such responsibilities as calling the meeting to order, announcing the agenda and ensuring adherence, maintaining attendee order and decorum, proposing questions, calling for votes and announcing the results, and recognizing others to speak on the floor.  

Specific duties of the President:

• Negotiates contracts and agreements with vendors and other relevant parties

• Serves as the primary contact for insurance

• Serves as a liaison with the association’s attorney

• Serves as a liaison with the neighboring homeowners association(s)

• Serves as a liaison with the City of North Liberty

• Checks the dues box for payments

• Enforces association rules and regulations

Vice President Responsibilities

The vice president shares many of the leadership and procedural duties with the president, including assuming the leadership role when the president is unable to do so.  The vice president’s responsibilities include ensuring order is maintained during meetings and parliamentary procedures, ensuring a smooth flow of business and serving as an informed source about association rules, bylaws and governing documents.

Specific duties of the vice-president:

• Solicits and collects work estimates from vendors/contractors

• Assists with scheduling maintenance and repairs

• Coordinates fall and spring clean-up days

• Coordinates social gatherings for association members

• Checks the dues box or PO box when the President or Secretary are unavailable

• Coordinates social and community activities within the association

Secretary Responsibilities

The association Secretary maintains the meeting minutes and official records, reviewing and updating documents as required and ensuring they are stored safely and accessible to association members. They are responsible for providing proper notice of meetings, as well as distributing documents, such as official records, agendas and meeting minutes, on a timely basis to association members and/or their authorized representatives. In addition, as the custodian of the association’s official records and documents, the secretary ensures the association meets all legal documentation requirements, such as annual filing deadlines. 

Treasurer Responsibilities

The treasurer’s duties include acting as the HOA’s custodian of securities, funds, and financial records. All reports and financial records are the responsibility of the treasurer. They are also usually meant to coordinate how the proposed annual budget will be developed and preparation of the annual financial report on the HOA’s financial status. They cannot bind the HOA or directors in deals with third parties unless given authority.

Record-keeping:  All financial and accounting records are maintained by the treasurer. 

Internal control: Look out for any abnormalities in how the funds are handled, such as checks made out.

Budgeting: The HOA’s annual budget is prepared by the board treasurer.  

Auditing: The accounting and financial records of the HOA should be audited periodically. 

Investing: Treasurers make sure the association’s investments are fair and on-principal with HOA values.  

Insurance: Your HOA should have proper insurance of every type necessary. 

Taxes: The treasurer serves as liaison to the association’s tax preparer. 

Reserves: The association should conduct regular reserve studies, at minimum every 5 years.

Assessments: The treasurer is responsible for ensuring collection of assessments and reporting delinquencies to the board.