• What the Law Says
• Pre-licensure Course
• Course Application
• Course Agenda
• Questions & Answers
• Helpful Links

Education

Jacobs, Jacobs & Associates, Inc.
Pre-licensure Course

What The Law Says

Pre-licensure Education Requirements

All applicants for a Community Association Manager's license must complete an 18-hour pre-licensure course prior to being approved to take the state examination. Part VIII, Chapter 468, F.S. requires individuals be licensed who provide community association management services for community associations where the individual manages more than 50-units of an association or associations with a total budget(s) in excess of $100,000.00

Management services include:

• controlling or disbursing funds
• assisting in noticing or conducting meetings
• preparing budgets or other financial documents
• coordinating maintenance

State Application and Testing Process

Complete the 18-hour Licensing Course

Completion slips are issued upon completion of the course. You must include your completion slip with your state application.

Fill our our State Application

You can submit the application in two ways:

1. Online - Department of Business and Professional Regulations web site
2. Mail - Download and print the application

The application fee paid to the state is $228.00

You must submit evidence of successful completion of the required education with your application. It will take 6-8 weeks on average for the state to process and approve your application.

Check the status of your application by clicking here

Submit Fingerprints

Appointments are scheduled with the state testing vendor. Pearson VUE. This can be done online, or by calling (888) 204-6289 and then dial 6.

Schedule fingerprint Appointment Online

The fingerprinting fee is $57.25

Pass the State Exam

Before you can take your state exam, the state must approve your application for licensure.

To schedule your exam, contact Pearson VUE, the state testing vendor. They have locations throughout the state. You can make an appointment online, or by calling (888) 204-6289.

Schedule Exam Appointment Online

The exam fee paid to Pearson VUE is $27.00

The state exam is a 100 question multiple choice test with a passing score of 75%.

If you fail the exam, you make take the exam again upon submission of a reexamination application.

Summary of License Cost

• $228.00 State Application - paid to the State of Florida
• $57.25 Fingerprint Fee - paid to Pearson VUE
• $275.00 Course Tuition - paid to Jacobs, Jacobs & Associates, Inc.
• $27.00 State Exam Fee - paid to Pearson VUE

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Pre-licensure Education Course

18 hours of Required Pre-licensure Education

Jacobs, Jacobs & Associates, Inc. (JJA) offers the 18-hour (2 Day) pre-licensure course in St. Augustine, Florida. Please note that we are
one of only thirteen schools in the state of Florida to offer this course. Our course is set up to prepare you take the State Exam as well as provide an education tool and reference material to assist you in your career as a Licensed Florida Community Association Manager. You will be welcome to return to any future courses at no additional cost for a review. It is up to you to schedule your State exam date.

Course Package

Complete Course Price: $275.00

Deposit: $50.00

Due at Registration: $225.00

Includes:

• Text Books
• Copies of current applicable Fla. Statutes
• Course "Final Examination" - for use as study material.
• Completion Slip
• Personalized diploma - suitable for framing.

Course Content:

• Applicable State and Federal laws
• Meetings
• Budgets and Financial Matters
• Insurance Matters
• Management & Maintenance

Payment:

• We accept personal checks, cash, VISA, MasterCard.

Pay for course deposit ($50.00) online with RentPayment:

Registration:

A deposit of $50.00 is required to secure a place in a class. You may register by phone with a credit card or mail your deposit to our office at:

461 A1A Beach Blvd.
St. Augustine, FL 32080

Course Schedule (2010)

(2 day course) 8:00 am to 6:00 pm both days.

• June 26-27 -- Comfort Suites @ World Golf Village -- 475 Commerce Lake Dr. St. Augugustine FL, 32095, 904-940-9500
• September 18-19 -- Daytona Beach
• October 9-10 -- Orlando

9 Hours each day, 1 hour for lunch

Location

Plesze refrrence desired date in form above or
Contact Us

Curriculum Includes:

1. State and Federal Laws and Governing Documents (3.6 hours)
   This part provides an overview of the community association concept, an explanation of the laws that govern and effect community associations and you will learn how the governing documents work.
2. Meetings and Procedures of the Association (4.5 hours)
   The community association is a lot like a government. You have to know about membership meetings, voting and election procedures, board meetings and committee meetings. The course also covers the rights and duties of the membership and the board.
3. Budget and Financial Affairs (4.5 hours)
   The financial operations of the community associations are grounded in the budget, which covers operating expenses and capital expenditures and deferred maintenance. In addition, we cover financial reporting taxes and employment laws.
4. Insurance (2.16 hours)
   The course provides instruction in the requirements for insurance as related to association property and unit owner property. You will learn statute requirements regarding general liability insurance issues, directors and officers liability insurance, fidelity bonds and more. In addition, you will be introduced to the process of making and carrying out decisions that minimize the adverse effects of accidental losses.
5. General Management (3.24 hours)
   This section covers human resource management topics, maintenance programs, maintenance contracts, maintenance standards, the rights of the association to restrict owner rights and arbitration of disputes. Also covered are special, statutory provisions related to fire safety, elevators, pools, security guards and pest control.

Pre-licensure Education Course Review for previous students
(may attend both days at no cost)

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Pre-licensure Course Application

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Pre-licensure Course Agenda

Day 1

1. Introduction
2. Logistics
3. Chapter 718 (Condo Act), 719 (Coop Act) and 720 (HOA Act) & Intro to 721 (Timeshare Act) and other related Florida Laws.
4. The Condominium history and lifestyle.
   - Condominium Documents and the Hierarchy of Same
   • Declaration
   • Articles of Incorporation
   • Bylaws
   • Rules and Regulations.
5. Meetings of the Membership (owners).
6. Meetings of the Board of Directors.
7. How to properly conduct a Meeting. (Robert's Rules)
8. Officers and Committees
9. Rules of Procedure

Day 2

10. The Budget and Financial Reports
11. Assessments - Levy and Collection
12. Association Responsibilities Obligations
13. Unit Owner Responsibilities & Obligations
14. Developer Responsibilities & Obligations
15. Insurance
16. Enforcement
17. Dispute Resolution
18. Web Site Discussion
19. Sample Test

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Questions & Answers (Q&A)

Who is required to have a Community Association Manager's License in the state of Florida?

Chapter 468, Part VIII Florida Statutes requires licensure by individuals who provide community association management services for association with more than fifty (50) units or associations with total budgets that exceed $100,000 and perform the following services:

• Controlling and disbursing funds
• Assisting in noticing and conducting meetings.
• Preparing budgets and financial documents
• Coordinating maintenance

What are the requirements for a Community Association Manager License?

You must be at least eighteen (18) years of age - need not be a Florida resident, complete an eighteen (18) hour pre-licensure course and pass the state examination.

How do I obtain my license?

The Department of Business and Professional Regulations (DBPR) will provide you with an application. Upon completion of the pre-license course, and the DBPR has processed your application, you may schedule your exam with Pearson VUE. selection the date and time from their selection of test sites. To order your state application call DBPR at (850) 487-1395 or contact them at MyFlorida.com. The cost of the application is $275.00 which includes your first license.

Policies

1. A completion certificate cannot be given to any student who has missed any classes. You must check with your instructor if you miss any classroom time.
2. A refund may be provided if you apply prior to the 3rd hour of class. A full refund of fees paid will be paid (less cost of materials issued by the school) will be provided if a written request is received within one year of the start date of the original class

Note: Course schedules, tuition, and classroom locations are subject to change.

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Helpful Links

Web Sites

• Condo/COOP/HOA Questions
• Community Association Institute
• State of Florida Legislature
• CAM Initial Application
• HOA Publications for HOA's from Amazon.com
• The Department of Business and Professional Regulations (DBPR)
• Pearson VUE
• Schedule State Exam with Pearson VUE
• Instructions for completing intial application for licensure as community association manager.

Books

• The Condominium Concept: A Practical Guide for Officers, Owners and Directors of Florida Condominiums (Paperback, Amazon.com)
• The Law of Florida Homeowners Associations 7th ed. (Paperback, Amazon.com)

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