ARMA · 2018-10-30 · IRPM members are eligible to receive the discounted member rate. You can view all our courses which are due to run over the next three-month period with dates

PROGRAARMA

SETTING THE STANDARDS IN PROPERTY MANAGEMENT

TRAININPROGRAMMEARMA TRAINING

ARMA – SETTING THE STANDARDS IN PROPERTY MANAGEMENT ARMA is the leading trade association for residential managing agents in England and Wales. We promote high standards of leasehold management and professionalism through advice, training and guidance.

1For dates of training courses, please check the Training section of our website: www.arma.org.uk

ARMA recognises the pace of change is faster than it has ever been in our industry. This is a feature of the new normal that we live and work in and the importance of Continuing Professional Development (CPD) and training within our sector to ensure that we deliver a training programme to help maintain and enhance the knowledge and skills you need.

CPD offers numerous benefits to you as a professional. It helps ensure your skills and knowledge is up to date, providing you with more confidence and allowing you to carry out your role to a high and consistent standard.

All ARMA training courses and workshops provide CPD and certificates are issued following attendance. CPD is a requirement for members of the IRPM and RICS.

ARMA training covers all areas of residential leasehold management, legal, health & safety and fire management, accounting, insurance, RMC and RTM company management, site staff and human resources.

We continually update and refresh all our training, taking into account any changes in legislation and other factors that affect our industry. This ensures our members’ needs are met for expanding their knowledge and providing tools to assist with the day-to-day practicalities of undertaking these changes.

We also cover areas of specialism within the industry such as service charge accounting, giving evidence and presentation skills in County Court or Tribunal, managing blocks with gyms and swimming pools, managing commercial and residential property or mixed-use estates, right to manage process and a whole range of specialist subjects for you to choose from.

All our courses are especially designed and delivered by industry experts

ARMA offers courses at various levels ensuring that whatever your experience, there is always a learning opportunity for everyone.

Beginner courses are aimed at those who may be new to the industry with limited knowledge or candidates with no experience within the course subject who wish to gain the right technical knowledge and skills required.

Intermediate and Advanced level courses are for those with a solid understanding of residential leasehold management who are looking to gain a more in-depth knowledge of a particular area.

A number of our courses are also suitable as Refresher training.

ARMA has compiled a Residential Leasehold Management Career Pathway (see page 44) listing a number of our training courses specific to those starting out and who wish to build a career within residential leasehold management. We have also compiled a Lettings to Residential Leasehold Management Pathway (see page 45) which would be of benefit to those individuals with a background in lettings who wish to branch into the residential leasehold management.

In addition to our classroom-based training, we offer in-house training and bespoke courses and webinars.

For dates of training courses, please check the Training section of our website: www.arma.org.uk.

ARMA TRAINING PROGRAMME

2

Code Courses Level Page

Residential Leasehold

TC1 Introduction to Residential Property Management B 7

TCX1 Understanding Residential Property Management B/R 7

TC41 Managing Mixed-use Developments I/A/R 8

TC46 Basic Building Construction and Common Defects B/R 9

TC50 Turning Around Troublesome Managements (Tendering for New Management and Tribunal Appointed Managers)

A 9

TC68 Communal Heating for Apartment Blocks I/A/R 10

TC69 Pools and Gyms in Residential Blocks I/A/R 10

TC70 Disaster Recovery Planning B/R 11

TC81 Lift Management B/I/R 11

Legal

TC27 Section 20 I/R 13

TC37 Right to Manage: the Process and the Pitfalls I/A/R 14

TC39 Reading Leases B 14

TC51 Property Transfers – Implications for Property Managers B/I/R 15

TC59 Managing your First Portfolio – Legal Workshop B/R 16

TC77 Presentation Skills in the Tribunal B/I/R 17

TC78 Witness Skills (Court/Tribunal Hearing) Part 1 I/A/R 18

TC79 Witness Skills (Expert Witnesses) Part 2 A/R 18

Health and Safety

TC53 Managing Contractors and Implementing CDM 2015 I/A/R 20

TC55 Introduction to General Health and Safety for Property Managers B 20

TC62 Fire Safety Management (Senior Level) for Residential Managing Agents I/A/R 21

TC65 Fire Safety Management – Implications of the Hackitt Report I/A 22

TC66 Introduction to Fire Safety for Property Managers B 23

TC80 Advanced Health and Safety Management for Residential Managing Agents I/A/R 23

Accounting

TC11 Guidance on Accounting for Service Charges I/A/R 25

TC36 Effective Debt Recovery I/R 26

TC44 Introduction to Accounting for Service Charges B/R 27

Insurance

TC82 Insurance in Residential Leasehold Property Management B/I/R 29

CONTENTS

KEY TO LEVELSB = Beginners I = Intermediate A = Advanced R = Suitable as a refresher

ARMA training programme 1

Who can attend 4

Online booking 4

In-house training 5

Webinars 5


RMC and RTM Management

TC71 Company Directors and Secretarial Duties and Responsibilities I/R 31

Site Staff

TC67 How to be an Exceptional Concierge – Best Practice B/R 33

TC72 Leadership and Management Training for On-site Staff I/R 33

Human Resources

TC75 TUPE (Transfer of Undertakings (Protection of Employment) Regulations 2006)

B/I/A/R 35

TC76 Practical HR for Line Managers – Recruitment and Retention I/A/R 35

General interest

TC73 Social Media Level 1 B/I 37

TC74 Social Media Advanced Level 2 A/R 38

Webinars

Property Managers Webinars

Director’s Duties and Responsibilities B/R 40

Understanding Residential Long-term Leases B/R 40

Repairs, Improvements and Alterations B/I/R 40

Legal Update All 40

Employment Contracts for Property I/R 40

RMC/RTM Company Directors Webinars – Directors Portal

Company General Meetings All 41

Company Law Basics All 41

Director’s: Duties, Appointment and Removal All 41

Disruptive Lessees All 41

Understanding the First-tier Tribunal (Property Chamber) All 41

Section 20 Consultation All 41

Section 20b All 42

RTM – Traps and Pitfalls All 42

Data Protection and the Leasehold Sector Part 1 (The Law) All 42

Data Protection and the Leasehold Sector Part 2 (Practical Implications) All 42

Data Protection and the Leasehold Sector Part 3 (Employment) All 42

Service Charge – The Lease Part 1 All 42

Service Charge – The Lease Part 2 All 43

Service Charges – Statutory Controls and Limitations: Overview and Demands All 43

Service Charges – Statutory Controls and Limitations: Reasonableness and Historic Neglect

All 43

Service Charges – Getting What’s Due Part 1 (Credit Control and Pre-action) All 43

Service Charges – Getting What’s Due Part 2 (Defended Cases) All 43

Service Charges – Getting What’s Due Part 3 (Enforcement Methods) All 43

Pathways

Residential Leasehold Management Career Pathway 44

Lettings to Residential Leasehold Management Pathway 45

4

WHO CAN ATTEND

ONLINE BOOKING

ARMA training courses are open to ARMA members and non-members.

There are a number of ways in which companies can become involved with ARMA as a Member, as an Associate, as an ARMA Partner or as an RMC/RTM Co. Director.

A full explanation of each category of involvement is published on the ARMA website www.arma.org.uk and also detailed in our ‘Guide to joining ARMA’ publication which can be downloaded from our website.

Locations

Our classroom-based training courses are held in London, Birmingham and Manchester.

Costs

Full Day coursePrice for Members of ARMA £195 + VAT

Price for non-member £270 + VAT

Half Day Course Price for members of ARMA £100 + VAT

Price for non-member £130 + VAT

IRPM members are eligible to receive the discounted member rate.

You can view all our courses which are due to run over the next three-month period with dates and locations in the Training & Events area of our website (www.arma.org.uk).

If there is a particular course of interest to you within this training brochure not yet showing to run over the next three-month period, please email us at [email protected] to register your interest.

If we receive high levels of interest for a specific training course we may, where possible, arrange to undertake the course earlier in our training programme.

How to book a place

Non-memberSimply click on BOOK A PLACE on the course you wish to attend.

If you don’t already have an ARMA user account set up, you will need to create one. Simply click onto the course you wish to attend and follow the sign-up instructions.

If you already have an ARMA user account set up, you will be able to book your place by signing into your account.

If you have obtained a code from another organisation you will be asked to provide this information at the time of booking.

IRPM members who do not work for an ARMA member firm will be required to provide details of their membership to qualify for the member discount rate.

Members bookingOnce you have signed into your ARMA account you will be able to book a place on any of our training courses.

If you wish to book a training course and you are not the administrator (user admin) for your company then you will need to click the button requesting to go onto the course.

REQUEST TO GO

This will create a notification which will be sent to your company administrator (also known as user admin) and they then have one week to authorise and pay for the selected course(s).

Company administrators (user admin) are able to view all requests to attend training courses within their company and process payments by viewing requests.

VIEW REQUESTS

ARMA Secretariat will only be notified of the booking once payment has been made.

Payment

All payments are online through PayPal. If you do not have an account, you can click ‘Checkout as Guest’. Payments are taken at the time of booking confirmation.

For dates of training courses, please check the Training section of our website: www.arma.org.uk.


IN-HOUSE TRAINING

WEBINARS

ARMA can provide specialised industry expert training on a number of our training courses within the comfort of your own office.

In addition, we can also undertake bespoke training courses to meet your requirements.

We can also provide training for your on-site staff. You provide the venue. We provide the course tutors and work packs that you need.

Costs

Price for ARMA members £180 + VAT per person for a one-day training course £350 + VAT per person for a two-day training course

Minimum requirementsWhere the course only requires one tutor then the minimum number of participants is seven. However, if the course is a ‘two tutor’ course then the minimum is 10 participants.

Price for non-members£230 + VAT per person for a one-day training course.£420 + VAT per person for a two-day training course.

Minimum requirements for non-members10 participants.

To discuss and arrange any in-house training courses please contact us at [email protected].

ARMA’s commitment to training also extends to a joint venture with law firm Brethertons by providing a series of web-based seminars (webinars) for not only property managers but also RMC/RTM Co. Directors. Property manager webinars

We understand that it is not always possible to attend classroom-based training and so these webinars are live and interactive. They run for one hour and allow you to join from the comfort of your own desk.

Booking and costs for property manager webinars

Please go to the Training & Events area of our website. Within the Webinars section select the webinar which you wish to take part in and it will take you directly to Brethertons booking system.

As an introductory offer for 2018, the first series of webinars will be provided free as a member benefit to ARMA members, thereafter costs will be displayed for each individual webinar.

RMC/RTM Co. Directors webinars

Webinars within the Directors Portal are free of charge for RMC and RTM Co. Directors who are members of ARMA.

Full details of this membership class is available on our website www://arma.org.uk/managing-agents/join-arma and in our ‘Guide to Joining ARMA’ publication which can be downloaded from our website.

These bite-size webinars can be accessed at any time in the convenience of your own home, office or anywhere you are able to access the Directors Portal.

The webinars are approximately 20/30 minutes in length.

For RMC and RTM Co. Directors who are managed by an ARMA Member, access to the Directors Portal can be provided free of charge through your ARMA agent directly. Please contact your ARMA member to arrange this for you.

RESIDENTIALLEASEHOLD


Description

A one-day training course for those new to residential leasehold property management, which provides an overview of the controls and process required.

Content

What the course covers:• Understand the terminology and statistics• Find out about regulation and Codes of

Practice• Learn about the role of the managing

agent• Understand the legal framework• Understand the importance of the lease• Identify the parties to the lease and about

assignment• Learn about consultation on works and

long-term agreements

• Learn about the First-tier Tribunal (Property Chamber)

• Understand maintenance responsibilities for residential leasehold management

• Learn about service charges and the financial framework for managing residential leasehold property

• Get an overview of health and safety.

Audience – who should attend

This introductory course is ideal for those new to the sector with less than six month’s experience in residential property management and those moving from letting to residential leasehold management.

Description

A two-day training course for those looking to gain a wider knowledge of residential leasehold property management, which provides an in-depth overview of the controls and process required.

Content

What the course covers:• The legal framework: Codes of Practice,

contract law, the lease, the management agreement

• The First-tier Tribunal (Property Chamber)

• Consultation on works and long-term agreements

• Financial control: creating a service charge budget, reserve and sinking funds, managing the service charge account, fees, credit control, accounting

• The building: life cycle of a building, maintenance responsibilities, managing contracts

• Health & safety responsibilities: duty of care, regulatory framework, risk assessments.


This course is ideal for those with existing experience in residential property management who wish to gain wider or more specific knowledge of the sector, or as an in-depth refresher and those moving from letting to residential leasehold management.

Level

Beginners

Level

BeginnersRefresher

TC1: INTRODUCTION TO RESIDENTIAL PROPERTY MANAGEMENT

TCX1: UNDERSTANDING RESIDENTIAL PROPERTY MANAGEMENT

8

Description

Residential and commercial management: an excellent knowledge of one does not imply a competence to handle the other.

This one-day course is based around the RICS Guidance on managing mixed-use developments. The new 4th edition of the RICS Code of Practice for service charges in commercial property will have potential legal and disciplinary consequences for RICS members and/or regulated firms.

It examines the practical difficulties imposed by the different statutory and regulatory regimes for commercial and residential property. The course utilises a hypothetical development of mainly residential (leasehold flats and freehold houses) and commercial units (shops and offices) with shared elements where the landlord has appointed one agent to manage all.

Content

What the course covers:• The respective legal frameworks,

illustrating common core principles and differences

• The legal structure – residential, affordable, commercial

• Allocation and apportionment• Landlord & Tenant Act 1954, FRI leases,

rack rentals, rent reviews/renewals – record keeping

• VAT – Landlord’s election to waive exemption, utilities and shared areas

• Service Charge Accounts and certification• Consultation communication and

transparency• Repairs, improvements and

refurbishments• Sinking and Reserve Funds• Commercialisation• Management fees• Right to challenge/dispute resolution.


This course is for experienced residential property managers who have little/no experience of managing commercial property or mixed-use estates and need to ensure their knowledge spans both elements when tendering for or taking on such a management.

Intermediate/Advanced and suitable as a refresher due to the new 4th edition of the RICS Code of Practice for service charges in commercial property.

Level

IntermediateAdvancedRefresher

TC41: MANAGING MIXED-USE DEVELOPMENTS


Description

An introductory one-day course covering the basic elements of traditional residential construction. It will help you understand the detailing of the building elements and some more typical defects you can find in them. It’s not designed to convert property managers into building surveyors, but it will give you more confidence in your professional reporting, advice and recommendations.

Content

What the course covers:• General construction• The basic structure of converted, new-

build and older purpose built properties• Plumbing• Roofs• Superstructure• Foundations/drains• Defects• Plumbing problems

• Water ingress• Rising damp• Condensation• Dry rot/wet rot• Roofing Issues• Subsidence• Fire.


Beginners and anyone with limited knowledge of building construction and wanting to learn more.

Experienced practitioners who know the legal framework required to safely manage a portfolio, but who are not as familiar with the practicalities of a building.

This course would also be suitable for those in lettings moving into residential leasehold management.

TC46: BASIC BUILDING CONSTRUCTION AND COMMON DEFECTS

Level

BeginnersRefresher

Description

A one-day interactive discussion forum enabling property managers to share experiences and solutions, provide an effective checklist of what to look at and for when tendering for a management or considering whether to engage.

Content

What the course covers:• Case studies• Defective leases • Buildings with extensive disrepair• Dysfunctional RMCs/RTMs• Removal of Directors – C.A. 2006

procedures

• Insolvent service charge account/bad arrears/no reserves

• Disruptive lessees• Expensive litigation over breaches of lease• S.24 Management Orders• Interactive sessions.


Those attending should have experience of tendering for and/or taking on new managements or agreeing to become a Tribunal Appointed Manager.

Level

Advanced

TC50: TURNING AROUND TROUBLESOME MANAGEMENTS (TENDERING FOR NEW MANAGEMENT AND TRIBUNAL APPOINTED MANAGERS)

10

Description

A one-day course in best practice of the management and maintenance of leisure facilities in residential blocks which will give property managers and organisations an understanding of current best practice when managing blocks with gyms, swimming pools and other leisure facilities.

Content

What the course covers:• Gym operations: — Inductions – are they needed? — Personal training – what qualifications

and insurances are required? — Equipment safety – safety checks and

maintenance — Licences • Pool operations: — Risk Assessments — Water testing and microbiological tests — Licences — Running costs

• Pool plant operations and best practice: — What is in a pool plant room? — General H&S in pool plant rooms — Planned Preventative Maintenance — The importance of regular maintenance• Pool safety: — What procedures do you really need? — Do I need a lifeguard? — Rescue equipment, CCTV and alarms — Anti-drowning technology — Staff training — Case studies and lessons learnt — Supporting documentation.


This course is aimed at estate managers, property managers and senior managers.

TC69: POOLS AND GYMS IN RESIDENTIAL BLOCKS

Level


Description

This 3.5 hour immersion session is essential for any managing agent with a new-build block. Looking closely at the evolving energy landscape and new challenges affecting managing agents’ responsibilities, this bespoke and practical course will provide members with specific knowledge to ensure compliance under the Heat Network (Metering and Billing) Regulations 2014. The forum will be a fantastic opportunity to discuss specific scenarios and gain professional advice on CHP and Heat Networks relative to individual experiences.

Content

What the course covers:• Heat Network (Metering and Billing)

Regulations 2014• Recognising developments with District

Heating and Heat Networks present• Responsibilities of the Heat Supplier and

property manager under the Regulations• CIBSE Code of Practice and its purpose

• The Heat Network life cycle and performance

• Common factors that affect Heat Network performance

• Operation and Maintenance – how to get the most out of your Heat Network.


If you pay the gas supply via the service charge, have CHP or an Energy Centre, you are responsible for ensuring compliance with legislation and would benefit from this session.

Level


TC68: COMMUNAL HEATING FOR APARTMENT BLOCKS


Description

A half-day, fully immersive, interactive workshop which will provoke conversation, align best practice and the necessity for disaster recovery planning.

Delegates will receive pre-reading material in advance of the workshop to enable delegates to read up and be prepared to take part in role-playing activities on the day.

Content

What the course covers:• Understanding of what constitutes a

disaster, and how to proactively ensure that your clients are considered

• Understand the activity required pre, during and post a disaster

• Identify and understand the challenges faced to enable you to create a robust Disaster Recovery Plan

• Confidence and capability to create and manage a disaster recovery framework template.


This course is ideal for property assistants moving onto portfolio management.


Level

BeginnersRefresher

TC70: DISASTER RECOVERY PLANNING

Description

A half-day course, which will introduce managing agents and property managers to lifts, lift maintenance and their responsibilities under legislation. Participants will gain an understanding of how a lift functions, lift maintenance management, applicable codes and standards and how to plan for when a lift reaches the end of its service life.

Content

What the course covers:• What is a lift? — Lift types — Lift operation — Lift components• Regulation and standards: — The difference between codes,

standards and regulations — Lift design and health and safety

standards — Lift regulations

Other applicable legislation — Responsibilities of the managing agent

• Lift maintenance and maintenance management:

— Service contract types — Maintenance costs — Managing your lift portfolio — Routine checks• Lift life cycles and future options: — Determining the condition of your lift — When to stop maintaining and start

replacing — Refurbishment vs replacement

Timescales.


This course is aimed at estate managers, property managers and anyone who is responsible for the management of a lift within their building.

TC81: LIFT MANAGEMENT

Level

BeginnersIntermediateRefresher

LEGALLEGAL


LEGAL

Description

A one-day practical workshop covering the requirements and procedures of Section 20 (Qualifying Works and Qualifying Long-term Agreements), dispensation, OJEU Public Notices and the growing body of case law.

Content

What the course covers:• When consultation is required• The Regulations – 5 variations on a

theme!• Requirements of Notices to satisfy each

of the Regulations• The sequence of events and timescales• Minimum requirements and best practice• ‘Service’ of the Notices/proof of service• Raising the funds-v-adequate reserve

fund• Qualifying Long-term Agreements:

managing agents’ contracts; CHP systems; 5 year limit

• New developments and public sector partnering regimes

• Private Landlord’s Consultation with RSL/Housing Associations

• Head landlords and mixed-use developments

• Dispensation; following the determination of the Supreme Court

• Emergencies and escalation of works• The nomination by leaseholders of

unsuitable and/or numerous contractors• Summarising ‘observations’ – how far do

you go?• Choice of contractor, implications of not

using the cheapest.


Property managers or assistant property managers with some experience of advising clients on and processing Section 20s.

It’s also useful for managers who would like a refresher on (or introduction to) the required procedures of Section 20.

Those who would like to address the practical issues, problems and complications that can arise during and after the Section 20 procedure.


Level

IntermediateRefresher

TC27: SECTION 20

14

Description

A one-day interactive course in learning to read leases constructively and understanding the practical application of the principles, gleaning the essential knowledge to format a bible for each managed property. Understanding the practical application of the principles with breakout sessions during the day.

Content

What the course covers:• Who are the parties, how many parties

are there?• Who is the client for ground rent, for

service charges?• The demise: what is it?• Windows: whose responsibility?• External decorations, internal decorations• Forced entry: the client’s rights• Interest on late payment: can it be levied?• The implications of treating service

charges as rent• Reserve/sinking funds: allowable or not?

• Period of grace for payment• Mutual enforceability• Indemnity required for landlord’s

enforcement in leaseholder disputes• Landlord’s consent to assign or sub-let• Case studies on what can go wrong• Breakout interactive sessions.


This course is for the relatively inexperienced who have some knowledge of the legal framework governing residential long leasehold management but who need to become familiar with the essential information needed to safely and efficiently assist or manage a portfolio.


TC39: READING LEASES

Level

Beginners

Description

The Commonhold and Leasehold Reform Act 2002 provides another route for leaseholder empowerment and a method for taking control of a building. But the simple process envisaged by the Act has not come to pass and technical problems and pitfalls aplenty exist to catch the unwary. Moreover, the process of acquisition of management functions and the extent of those functions is not as user-friendly as property managers or leaseholders might wish. This one-day course deals with both the legal process and the practical issues arising from RTM claims.

Content

What the course covers:• The qualification criteria • The claim process; Tribunal litigation

• Post-acquisition management problems.


Those involved in the legal process and practical issues of RTM claims.

Level


TC37: RIGHT TO MANAGE: THE PROCESS AND THE PITFALLS


Description

A one-day training course enabling those involved with property transfers to read leases constructively and deal confidently and safely with the process to ensure a smooth transfer of the property to the purchaser.

Content

What the course covers:• Locate and interpret the specific Lease

Covenants relating to Transfers of Property, identifying the actions required by the relevant parties (e.g. property managers, conveyancers, leaseholders, etc.)

• Identify the responsibilities of the conveyancer – Including the use of LPE1 and LPE2 forms over ad hoc information requests, etc.

• Complete an LPE1 and LPE2 document accurately and as completely as is appropriate for the purposes of the transfer

• Clarify and avoid the potential pitfalls associated with providing inaccurate information or prejudicial information that has not been requested

• Identify the requirements for/compliance with: Licences to assign, Deeds of Covenant, Certificates to satisfy restrictions at the Land Registry, etc. – when and why they may be required

• Stock transfer forms and issuing new share certificates (dealing with lost certificates!)

• Receipting notices of transfer and/or charge

• Ensure all charges due are accounted for and paid to the point of transfer. (This includes any remedial action that may be allowed if an account is not cleared)

• Deal appropriately with possible year-end deficits/credits as part of the conveyance process

• Identify the key elements of effective welcome correspondence to new leaseholders.


• Legal staff who need to understand the requirements of the lease in the transfer of property.

• Property managers whose input is required during the property transfer.• It may also be suitable for any other members of staff who are involved in property

transfer and Company Secretary duties.• This course would also be suitable for those in lettings moving into residential leasehold

management.

Level


TC51: PROPERTY TRANSFERS – IMPLICATIONS FOR PROPERTY MANAGERS

16

Description

Being a property manager is a demanding job; on any given day you can be required to demonstrate a variety of skills and knowledge. In this interactive legal workshop, we’ll explore some of the common legal challenges that you might face and how to deal with them. This workshop will be based around a fictional block and a copy of its specimen lease and Articles of Association will be provided to all delegates for ‘pre-reading’.

Content

The workshop will address the following from a legal perspective:• Understanding the decision making

powers of management companies (including RTM and RMCs) on the appointment of agents

• New development action points – what you need to be looking out for in the lease and articles of association so you can add to your building ‘manual’

• Airbnb subletting – is it a breach and what can you do?

• Alterations – how to handle the request and deal with the paperwork

• Arrears recovery – looking at the lifecycle of a typical arrears case so you can manage your client’s expectations

• Assignment of a lease – what needs to happen and how do you do it

• Preparing for your evening AGM – understanding management companies, including decision making, appointment (and retirement) of directors, record keeping, etc.


This course is ideal for those new to block management and for property assistants moving onto portfolio management who have some knowledge of the legal framework governing residential long leasehold management but who need to become familiar with the essential information needed to safely and efficiently assist or manage a portfolio.


TC59: MANAGING YOUR FIRST PORTFOLIO – LEGAL WORKSHOP

Level

BeginnersRefresher


Description

The saying goes that there is nothing certain in life except death and taxes. But if you are a property manager, it is (almost) certain that you will visit the Tribunal during your property management career.

This one-day training course is aimed at those who are getting involved in Tribunal proceedings, and also those who would like to get involved. We will equip the attendees with knowledge and skills to conduct non-complex hearings before the Tribunal.

Pre-reading materials, including a specimen lease, will be provided in advance of the training, enabling delegates to read up and be prepared to take part in the role-playing activities throughout the course of the day.

Content

What the course covers:• Understanding who and what the Tribunal

is• Understanding the role of the applicant/

respondent• Understanding the role of the property

manager before the Tribunal• Understanding the approach of the

Tribunal to service charge disputes. Including jurisdiction, evidence, bundles, and how to present/defend service charge cases

• Understanding dispensation from consultation

• Analysis of Daejan v Benson• Understanding the Tribunal’s approach

to applications for dispensation from consultation, including jurisdiction, evidence, bundles, and how to present these applications

• Understanding the Tribunal’s approach to dealing with breaches of lease, including jurisdiction, evidence, bundles, and how to present these types of application.


This highly interactive course is ideal for those who either currently get involved in Tribunal proceedings or have a desire to do so.

Level


TC77: PRESENTATION SKILLS IN THE TRIBUNAL

18

Description

Have you ever been called to act as a witness at a County Court trial or Tribunal hearing? Did you know what to expect and were you prepared for what happened?

This highly interactive one-day course is designed to take away the fear factor and equip attendees with the skills and knowledge so that they are prepared for the next time they give evidence as a witness in either the County Court or Tribunal.

Pre-reading materials, including a specimen lease and case materials, will be provided in advance of the course, enabling delegates to read up and be prepared to take an active part in the practical activities throughout the course of the day.

Content

The workshop will address the following from a legal perspective:• Understanding the role of the Court and

Tribunal• Understanding the role of other parties

including claimant/applicant, defendant/respondent and the role of any legal representative

• Understanding what it means to be a witness

• Dealing with common County Court/Tribunal disputes

• How to give the best written and oral evidence

• Troubleshooting.


This highly interactive course is ideal for anyone involved in litigation, particularly those who may be called upon to give evidence in proceedings.

TC78: WITNESS SKILLS (COURT/TRIBUNAL HEARING) PART 1

Level


Level

AdvancedRefresher

Description

As an expert in your field, you may be called upon to give evidence at County Court or the Tribunal. Do you know what to expect, and are you prepared for what may happen?

This highly interactive half-day course is designed to assist in equipping expert witnesses with the skills and techniques they will need for when they are called upon to give evidence.

Pre-reading materials, including a specimen lease and case material, will be provided in advance of the course, enabling delegates to come to the course fully prepared to take an active part.

Content

What the course covers:• Understanding the role of the Court and

Tribunal• Understanding the role of an expert

witness, including the duties of you as an expert witness in proceedings

• Understanding the role of other parties to proceedings

• How to give the best written and oral evidence

• Troubleshooting.


This highly interactive half-day course is ideal for anyone who currently acts as an expert witness or may be called upon to do so.

TC79: WITNESS SKILLS (EXPERT WITNESSES) PART 2

HEALTH ANDSAFETY

20

Description

A one-day course designed to introduce new entrants to the sector to the minimum Health and Safety knowledge essential to their career path. This course is not intending to turn beginners or new on-site staff into Fire Safety Risk Assessors, CDM experts, etc. merely to furnish them with the awareness to perform the day job safely and give comfort to their employers.

Content

What the course covers:• Health & Safety law and the requirements

for risk assessments• Understanding the various types of

risk assessment required in residential property

• Hazards associated with residential property, including fire, asbestos, legionella, work at height, electricity and hazardous substances

• Requirements and implementation of systems to manage health & safety hazards in residential buildings

• Selection and management of contractors

• Legal issues and enforcement of health & safety.


This course is suitable for those who are new to managing health and safety in residential property.

TC55: INTRODUCTION TO GENERAL HEALTH AND SAFETY FOR PROPERTY MANAGERS

Level

Basic

Description

A one-day course covering a managing agents’ duties under the Health and Safety at Work etc. Act 1974 when instructing or employing contractors and the duties under the Construction (Design and Management) Regulations 2015 when the work ‘requires construction skills and uses construction materials’. It will help you understand your legal duties and will explain what actions you need to take to comply with those duties.

Please note that this course will not address Section 20 issues which are the subject of a separate course.

Content

What the course covers:• A managing agents’ duties under Section

3 of the Health and Safety at Work etc. Act 1974 when instructing or managing contractors

• The application of CDM 2015• Selecting the right contractors and

contractor assurance

• The management of contractors• Managing construction work• Providing contractors with appropriate

information• The provision of welfare for contractors• The health and safety file and fire safety

information.


This course is suitable for experienced property managers who:instruct or employ contractors; or commission, procure or manage works of any size that requires construction skills and uses construction materials.

Level


TC53: MANAGING CONTRACTORS AND IMPLEMENTING CDM 2015


Description

A one-day course for directors and senior managers who undertake and are responsible for fire safety management.

Note this course will not enable you to:• Provide safety assistance as required by Regulation 18 of the Regulatory Reform (Fire

Safety) Order 2005• Undertake a fire risk assessment as required by Regulation 9 of the Regulatory Reform

(Fire Safety) Order 2005.

Content

What the course covers:• The required elements of a compliance

system to manage fire safety in residential blocks of flats and

• The findings of Dame Judith Hackitt’s review on Building and Fire Regulations and the steps managing agents may need to take to implement these requirements if they are mandated by government

• The broad requirements of the Regulatory Reform (Fire Safety) Order 2005, the Building Regulations Part B Fire Safety, and the fire safety requirements of the Housing Act 2004 as they relate to purpose-built blocks of flats

• The law relating to flat front doors and the duty to maintain them

• The requirements and competency standards for fire safety management personnel and fire safety companies and

• The various leasehold and legal tools that can be used to enforce leaseholder fire safety compliance.


This course is suitable for senior property managers/business heads who manage fire safety within their organisation, or are able to influence the way fire safety is managed within the organisation.

TC62: FIRE SAFETY MANAGEMENT (SENIOR LEVEL) FOR RESIDENTIAL MANAGING AGENTS

Level


22

Description

A half-day workshop for directors and senior managers of developers, building owners and managing agents who manage high-rise residential buildings, to discuss the findings of the Hackitt Report and the implications if the recommendations are implemented by the Government.

Although the report focuses on high-rise buildings, many of the recommendations apply to other multi-occupancy residential buildings. With a clear direction of travel being signalled by the Government, can you afford to wait until new legislation arrives to review what you are doing?

Content

What the course covers:• A briefing on Report recommendations• The latest news on the Government’s

implementation of the advice• An update on fire safety law relating to

flat front doors

• How to choose the right people to help you manage fire safety and undertake fire risk assessment

• The standards to be achieved and the guidance that will help you get there.


This course is suitable for senior property managers/business heads who manage fire safety within their organisation; or are able to influence the way fire safety is managed within the organisation.

Please note for those who need a more in-depth knowledge of the arrangements that need to be in place to manage fire safety in blocks of flats and to respond to the Report, ARMA also run the one-day course TC62: Advanced Fire Safety Management for Residential Managing Agents.

TC65: FIRE SAFETY MANAGEMENT – IMPLICATIONS OF THE HACKITT REPORT

Level

IntermediateAdvanced


Description

An advanced one-day course for directors and senior managers who are responsible for undertaking the management of health and safety risk within their own organisation and on behalf of their clients to ensure that they comply with current health and safety law.

Content

What the course covers:• The broad requirements of the Health

and Safety at Work Act etc. 1974 and an overview of the key health and safety regulations that will affect a managing agent

• The steps a managing agent needs to take to manage health and safety risk within their own organisation

• The advice that a managing agent should provide to their client on their duties under health and safety law

• What a managing agent must and should do to comply with health and safety

law when managing properties and how to limit their exposure when writing a Management Agreement

• The required elements of a compliance system to manage health and safety in residential blocks of flats

• The requirements and competency standards for anybody a managing agent must appoint to advise on or manage health and safety and

• The risks and the penalties associated with failure to comply with health and safety law.


This advanced course is suitable for senior property managers/business heads who manage health and safety within their organisation, or are able to influence the way health and safety is managed within their organisation and on behalf of their clients.

TC80: ADVANCED HEALTH AND SAFETY MANAGEMENT FOR RESIDENTIAL MANAGING AGENTS

Level


Description

This course is provided for property managers looking to learn the basics of fire safety for residential buildings. It gives basic information for managing the fire risks of common parts of blocks of flats and delves in to the essential grounding of the Regulatory Reform (Fire Safety) Order 2005. At the end of this course you will understand who is responsible for what and why in terms of fire safety, and will have a basic knowledge of the changes happening in this all-important area of block management.

Content

What the course covers:• Fire safety law and the requirements for

fire risk assessments• Understanding a fire risk assessment• Requirements and implementation

of systems to manage fire safety in residential buildings

• Legal issues and enforcement of fire safety.

The course is not designed to enable you to:• Provide competent advice or health and safety assistance as required in legislation• Undertake a detailed fire risk assessment as required in legislation.


This course is suitable for those who are new to managing fire safety in residential property.


TC66: INTRODUCTION TO FIRE SAFETY FOR PROPERTY MANAGERS

Level

Beginners

ACCOUNTING


Description

A one-day interactive forum addressing best practice and legislative requirements at a senior level when accounting for service charges.

Content

What the course covers:• Understand the difference between

corporate and service charge accounting• Gain an overview of corporate accounts:

RMCs, dormant companies, legal requirements, etc.

• Appreciate the benefits of adopting new articles for RMCs

• S21 & S22 LTA 1985 and the procedure that must be followed

• S20b – The 18 month rule and how to apply it

• Look at the requirements of billing and best practice for collection

• Discuss best practice for service charge accounting from budget to year-end

• Learn about the production of accounts and being compliant with both the lease and the Technical Release 03/11

• Understand reserve fund expenditure• Treatment of surpluses and deficits• Learn about the chain of responsibility

including who signs off the accounts• Look at external accountants reports and

Letters of Representation• Understand taxation issues in connection

with RMCs and with service charge accounts/income

• Get the opportunity to discuss common problems encountered in presenting accounts to clients and leaseholders.


Experienced service charge accounts staff who need to understand the requirements of lease and law in the production of accounts.

Property managers whose input is required during the service charge year from their clients.

Senior managers who are responsible for the corporate strategy within their accounts department.

External accountants and auditors who are involved in the production or certification of service charge accounts.

NOTE: This forum is not designed to teach book-keeping and is not suitable for accounts staff or property managers with less than 18 months industry experience.

TC11: GUIDANCE ON ACCOUNTING FOR SERVICE CHARGES

Level


26

Description

This course deals with issues on the implications underpinning taking legal action and the procedures to be followed.

Content

What the course covers:• Lease interpretation, legal costs/recovery

of costs• Pre-legal collection process• Non-standard collection process• Disputed case pitfalls, County Court

process and FTT

• No notice of transfer and assignment process

• Case study and discussion.


This course is suitable for all professionals within residential block management to whom the responsibility falls to advise clients in determining when to pursue unpaid service charges and whether to retain legal services.


TC36: EFFECTIVE DEBT RECOVERY

Level



Description

A one-day interactive course walking through the financial year of a property. This course is aimed at individuals with less than 18 months experience in the industry.

Content

What the course covers:• Understanding the difference between

the management agreement and the lease in the context of financial management

• Understand the difference between corporate and service charge accounting

• Key pieces of legislation to be aware of• How to ensure you set a site up in

accordance with the lease from the start of the management

• Best practice for setting a budget• Billing and collection requirements• Handling lessee’s money• Appointment of contractors and placing

of contracts

• Processing of invoices and common mistakes to consider

• Use of reserve funds and benefit of long-term maintenance plans

• Periodic client reporting: budget v actuals and cashflows

• Production and understanding of service charge accounts

• Being prepared for accounts discussions with clients

• Leaseholders rights to financial information

• Treatment of surplus/deficits.


Accounts staff who are new to the role/the industry and need an understanding of what is required from them.

Property managers and assistants who are new to the role and will be required to work with clients in a financial capacity i.e. budget setting and reviewing service charge accounts.


NOTE: This course is not designed to teach book-keeping.

TC44: INTRODUCTION TO ACCOUNTING FOR SERVICE CHARGES

Level

BeginnersRefresher

INSURAINSURANCE


INSURA

TC82: INSURANCE IN RESIDENTIAL LEASEHOLD PROPERTY MANAGEMENT

Level


Description

The Introduction to Insurance course is designed to provide property management staff with a sound knowledge of the insurance industry within the residential leasehold sector. The course will provide useful information to enable your staff to provide knowledge-based advice to clients in line with UK regulatory standards.

Content

What the course covers:• Understanding the principles of insurance• The insurance marketplace • Brokers, Insurers and Captives – what’s

the difference and how do they operate?• Regulation – what can a property

manager do and what can’t they do?• Core covers including; Buildings, Liability

(PL, EL and Environmental), PI, D&O, Cyber, CMP, etc.

• General conditions of an insurance contract

• The role and responsibility of a property manager when dealing with insurance

• Common types of claim• Claims and claims management• Disaster management – How does an

insurer work with large events?


Property managers, accounts and finance staff and anyone dealing regularly with insurers and/or brokers.

AND RTMMANAGEMENTRMC


TC71: COMPANY DIRECTORS AND SECRETARIAL DUTIES AND RESPONSIBILITIESDescription

A one-day course highlighting key responsibilities and duties of Company Secretaries and Directors specifically in relation to RMC’s.

Content

What the course covers:• Understand the requirements of filing

accounts at Companies House and penalties associated with this

• Responsibilities of agreeing to provide a Registered office service on behalf of a RMC

• Correct procedure for statutory meetings e.g. AGM’s and EGM’s and in what circumstances you call them

• Determining voting rights amongst the members/shareholders

• Understanding Golden Shares held by developers

• Using and understanding the Articles to determine who can be officers of the RMC and what powers they have

• Appointment and resignation of officers• Whether or not a Company Secretary is

required

• Maintaining Statutory Registers, filing confirmation statements and producing resolutions

• Issuance and purpose of Share and Member Certificates

• The difference between limited by Share and limited by Guarantee

• Striking off an RMC and going through insolvency

• Declaring an interest• Key responsibilities of a Company

Secretary• Key responsibilities of a Company

Director and how these change if there is no Secretary

• Importance of Directors & Officers Insurance

• Key sections of the Companies Act 2006 that all officers should be aware of.


Staff tasked with carrying out these functions on behalf of the client.

Property managers who are required to carry out AGM’s, appoint/resign officers, etc.

Senior managers who are responsible for the corporate strategy or perhaps hold a position of office themselves on behalf of a client.

Level


SITE STAFF


TC67: HOW TO BE AN EXCEPTIONAL CONCIERGE – BEST PRACTICEDescription

This is a full-day classroom-based training course that seeks to raise the level of service given by concierges, porters, and caretakers in a fun and interactive way using videos, role plays and group discussions. It also covers fire safety responsibilities faced by on-site staff. This course is tailored to cover what is expected when working on-site in residential buildings.

Content

What the course covers:• The role of a concierge and on-site staff• Core values• Residents’ expectations• Image and grooming• Exceptional customer service and the

customer experience

• Key procedures• Efficient problem-solving and complaints

handling• Concierge best practice• Fire safety responsibilities.


This programme is suitable for all on-site staff who interact regularly with residents. Whether on-site staff are new to the role of a concierge or are experienced in front-of-house but lacking residential experience.

Level

BeginnersRefresher

TC72: LEADERSHIP AND MANAGEMENT TRAINING FOR ON-SITE STAFFDescription

This is a full-day of classroom-based training which introduces experienced concierges and porters to the different models of leadership, giving them practical tools to help shape their personal style and make them more effective leaders. In the same way, the course is appropriate for any head concierges and porters who are looking to update their leadership style. The aim is to help your staff identify their preferred leadership style and consider what traits, tools and techniques can help them to become the leaders they want to be.

Content

What the course covers:• Why is leadership important?• Leaders vs managers• Traits and behaviours of leaders• What kind of leader do you want to be?• ‘What makes you tick’; major motivational

theories

• Coaching techniques • The role of giving (and receiving)

feedback in managing performance.


This course is aimed at newly appointed, or aspiring managers seeking guidance around their new responsibilities. The course is equally suitable for experienced leaders looking to refresh their skills.

Level


34

RESOURCESHUMAN


Description

This is a full-day of classroom-based training which seeks to provide you with operational guidance for managing the TUPE process. Using real life property examples and an interactive style our aim is to teach you how to navigate your way through the complex TUPE process and feel confident when dealing with TUPE situations. This course is ideal for anyone dealing with the transferring of staff.

Content

What the course covers:• What is TUPE?• When does TUPE apply? • Stages of TUPE and consultation

requirements • Due diligence and T&Cs

• Terminating employment • Dismissal • Redundancy • Objections • Case Studies.


This programme is suitable for senior managers, business heads and HR professionals dealing with transferring staff. It is also beneficial for RMC & RMT Co. Directors wanting to understand the TUPE process.

The course acts well for individuals with experience with TUPE and for those that do not.


TC75: TUPE (TRANSFER OF UNDERTAKINGS (PROTECTION OF EMPLOYMENT) REGULATIONS 2006)

Level

BeginnersIntermediateAdvancedRefresher

Description

This is a full-day classroom-based training session for any managers who are responsible for recruiting and managing staff. We use real life practical property examples to improve your understanding of the basics of HR best practice in order to maximise staff performance and ensure they are legally compliant.

Content

What the course covers:• Essential interviewing skills • Job descriptions and person

specifications• Preparing interview structure and

questions• Questioning and probing

• Alternative recruitment solutions • Implications of ineffective onboarding • Performance reviews and appraisals• ‘What makes your team tick’; major

motivational theories.


This course is suitable for both newly appointed and current line managers wanting to gain a thorough and practical understanding of the employee life-cycle.

TC76: PRACTICAL HR FOR LINE MANAGERS – RECRUITMENT AND RETENTION

Level


INTERESTGENERAL


TC73: SOCIAL MEDIA LEVEL 1

Description

A half-day social media training workshop addressing basic social media practice for businesses, to help you understand more about the world of social media marketing and how it can help your business.

Content

What the course covers:• Understand what social media is and how

to best use it for your business • Gain an insight into the most popular

social media platforms – Twitter, Facebook, LinkedIn and Instagram

• Explore the advantages and disadvantages of utilising each platform

• Learn about the importance of having a voice on social media and the benefits it can bring to your business – e.g. increase brand awareness

• Understand when the optimal posting times are and how often to post and share content on each platform

• Learn how to generate a good content strategy for your business

• Find out about the best practices to help safeguard your business on social media

• Understand how to respond to customer service enquires, as well as positive and negative comments

• Explore basic social media do’s and don’ts.

You will also have the opportunity to discuss what you have learned and ask questions with the session leader.


This training workshop is geared towards beginners and/or those who have no experience or little understanding of how to use social media. Attendees may be engaging in a small level of social activity, not doing any, or simply want to learn the best practice for their business to take forward. As a guide, this workshop is ideal for small business owners and/or managing directors, keen to establish an online marketing presence.

Level

BeginnersIntermediate

38

TC74: SOCIAL MEDIA ADVANCED LEVEL 2

Description

A half-day social media training workshop covering more advanced social media practices for business owners, and how to use the platforms to help you achieve your marketing goals.

Content

What the course covers:• Explore advanced social media do’s and

don’ts• Gain an insight into how to create a social

media strategy tailored to your business • Understand the importance of creating

a content strategy that ties social media into your digital marketing strategy

• Find out about current and upcoming social media trends and how to integrate these into your approach

• Explore social media analytics and discover the advantages of understanding and engaging with your insights

• Learn how to use social media monitoring platforms

• Appreciate the importance of engagement tools and how these can help to boost your organic social media presence

• Develop a strong understanding of how to respond to customer service enquiries, as well as positive and negative comments.

You will also have the opportunity to discuss what you have learned and ask questions with the session leader.


This training workshop has been specifically designed for attendees with existing knowledge and experience using social media platforms for business purposes. For example, you may be managing Twitter accounts or LinkedIn company pages. As a guide, this course would be ideal for those with a marketing and/or communications-based role, and those who are responsible for marketing.

Level

AdvancedRefresher

WEBINARS

40

Director’s Duties and Responsibilities

The role of a Director is rarely an easy one and so often misunderstood. In this webinar we will be discussing what is expected from a Director, their main duties and responsibilities. We will also be looking at how Directors are appointed or even removed from the position and what happens when they do not comply with the Companies Act.

Level: Beginner and suitable as a refresher.

Understanding Residential Long-term Leases

The starting point with any dispute between landlord and tenant is the lease, which sets out the parties’ obligations to each other.

Reading and understanding a lease is a skill which has to be developed and, judging by the number of negligence claims that are brought against solicitors each year, is something that even lawyers do not always get right the first time.

This webinar will be a useful introduction to the mysteries of residential leases for those new to property management and will also act as a refresher course for senior members of staff.

Level: Beginner and suitable as a refresher.

Repairs, Improvements and Alterations

This webinar covers the hot topic of repairs, improvements and alterations. Join us as we return to this popular topic for those working in the property sector.

As property managers will know, there is a constant battle between freeholders and lessees regarding what is a repair and what is an improvement.

Level: Beginner/Intermediate and suitable as a refresher.

Legal Update

An invaluable webinar summarising the key legal developments in the rapidly changing landscape of residential property management. We will be looking at key cases, the decisions taken, and how these may affect property managers.

Level: Suitable for all levels.

Employment Contracts for Property

The Employment Rights Act 1996 imposes a basic statutory requirement on all businesses to implement a statement of terms and conditions of employment, but simply meeting the standard required by law will be woefully inadequate for most property management businesses. During this webinar, we will look at certain key terms that all contracts of employment for property managers should include.

Level: Intermediate and suitable as refresher.

PROPERTY MANAGERS WEBINARS


Company General Meetings

As a Director of a Residents Management Company or a Right to Manage company you will most likely be involved in a general meeting. This webinar will talk you through the different meetings available to you, how to call a meeting and dealing with issues and resolutions.


Company Law Basics

You are now a Director of a company but what is a company? During this webinar we will talk you through what constitutes a company and the difference between ownership and management. We will briefly touch on the duties and responsibilities of directors and the company secretary and discuss the role of shareholders.


Director’s: Duties, Appointment and Removal

The role of a Director is rarely an easy one and so often misunderstood. In this webinar we will be discussing what is expected from a Director, their main duties and responsibilities. We will also be looking at how Directors are appointed or even removed from the position and what happens when they do not comply with the Companies Act.


Disruptive Lessees

As a Director of a Residents Management Company or a Right to Manage company you will naturally want everything to run smoothly. On occasions however you may be faced with leaseholders who bring a disruptive attitude to the development. In this webinar we will talk you through the various issues you may be confronted with and the remedies available to you.


Understanding the First-tier Tribunal (Property Chamber)

The First-tier Tribunal (Property Chamber) is an official body which settles legal disputes centred around the property industry. In this webinar we will provide you with a better understanding of the types of cases they can hear, how you make an application to have a case heard and how your case will be managed through the process. We will also discuss what happens when they make their decisions and what you can do if things do not go your way and you wish to appeal the decision.


Section 20 Consultation

On occasions work needs to be carried out on a development which sits outside the normal day-to-day maintenance issues. Where this work is likely to cost the leaseholders more than a specified amount you will need to go through a complex series of consultations. You may also be contemplating entering into a contract with a supplier that is for longer than 12 months and requires the leaseholders to contribute more than a specified sum. You will also be required to consult. In this webinar we will take you through a brief explanation of what the consultation process expects.


RMC/RTM COMPANY DIRECTOR’S WEBINARS – DIRECTORS PORTAL

42

Section 20b

As a Director of a Residents Management Company or a Right to Manage company you are responsible for ensuring all expenditure incurred in running your development is recovered, where allowable, from the leaseholders. Current legislation makes it a requirement to demand a charge within 18 months of the cost being incurred. If you do not does this mean it is irrecoverable? Potentially. In this webinar we will talk you through how to protect your position when you need to recover money but are unsure exactly how much and the clock is ticking.


RTM – Traps and Pitfalls

On occasions leaseholders may not be happy with the level of management being undertaken on their development. In some cases they may take matters into their own hands and exercise the Right to Manage. Despite the legislation being set up to make it easy for leaseholders to take control it can be a minefield to navigate. In this webinar we will highlight some of the problems that could be encountered both with the claim process AND after the Right to Manage has been acquired.


Data Protection and the Leasehold Sector Part 1 (The Law)

The General Data Protection Regulations came into force on 25th May 2018 bringing with it sweeping changes as to how personal data should be handled. This webinar will help you to understand the law surrounding the regulations.


Data Protection and the Leasehold Sector Part 2 (Practical Implications)

The General Data Protection Regulations came into force on 25th May 2018 bringing with it sweeping changes as to how personal data should be handled. Following on from Part 1 which dealt with the law, this webinar will talk you through the practical implications of the regulations.


Data Protection and the Leasehold Sector Part 3 (Employment)

The General Data Protection Regulations came into force on 25th May 2018 bringing with it sweeping changes as to how personal data should be handled. Where Part 1 dealt with the law surrounding the regulations and Part 2 dealt with the practical implications, this webinar covers how the regulations affect you and anyone you employ.


Service Charge – The Lease Part 1

This webinar will talk you through the basic principles of the lease. We will explain what a service charge is and what is and isn’t recoverable under the terms of the lease. We will also highlight the differences between a repair and an improvement.



Service Charge – The Lease Part 2

To effectively manage your development you will need to know how to recover your expenditure. This webinar will talk you through understanding the mechanism for recovery of service charges and how to establish what each individual leaseholder is required to contribute.


Service Charges – Statutory Controls and Limitations: Overview and Demands

In our webinars, Service Charge – The Lease Parts 1 and 2, we explained what a service charge was, how it is calculated and how you should recover it from your leaseholders. This webinar will talk you through the various laws that set the framework within which you need to work.


Service Charges – Statutory Controls and Limitations: Reasonableness and Historic Neglect

In our webinars, Service Charge – The Lease Parts 1 and 2, we explained what a service charge was, how it is calculated and how you should recover it from your leaseholders. This webinar will highlight any limitations which could prevent you from recovering service charges. We will talk you through what is reasonable to recover and what happens if you do not comply with your obligations to repair.


Service Charges – Getting What’s Due Part 1 (Credit Control and Pre-action)

There is more to recovering service charges from your leaseholders than knowing what you can recover and when you can recover it. You need to demand it and actually receive it. This webinar will talk you through the initial credit control process from demanding to chasing outstanding monies. We will also talk you through what happens when you need to refer arrears to a third party for collection and highlight the common mistakes people make.


Service Charges – Getting What’s Due Part 2 (Defended Cases)

In our webinar, Service Charges – Getting What’s Due Part 1, we talked you through the process of demanding and chasing service charges and what happens when you instruct a third party to recover any outstanding monies. In this webinar we will talk you through what happens when you issue County Court proceedings and those proceedings are defended. We will cover the process, the likely cost implications, the timescales and likelihood of success.


Service Charges – Getting What’s Due Part 3 (Enforcement Methods)

In our webinar, Service Charges – Getting What’s Due Part 1, we talked you through the process of demanding and chasing service charges and what happens when you instruct a third party to recover any outstanding monies. In this webinar we discuss the various options available to you when enforcing a County Court Judgment.


44

RESIDENTIAL LEASEHOLD MANAGEMENT CAREER PATHWAY

ARMA has compiled a listing of a number of our training courses specific to those starting out and who wish to build a career within residential leasehold management.

The courses selected provide an overview of residential long leasehold management that we believe are essential in providing you with the right technical knowledge and skills required enabling you to work confidently in your role. Within the pathway we have indicated when it would be most suitable for the specific training to be undertaken.

Beginner level courses are aimed at individuals with limited experience of

residential leasehold management and are ideally suited to be undertaken within the first six months to one year for those who need to become familiar with the essential information needed to efficiently undertake residential leasehold management.

Intermediate and Advanced levels are for individuals with a solid understanding of residential leasehold management who are looking to gain a more in-depth knowledge of a particular area.

Please note that not all of our training courses are listed in this section. For all our courses please refer to the main index which lists ARMA’s full offering of training courses.

Code Course name Level When to undertake

Page

TC1 Introduction to Residential Property Management B Within first 6 months

7

TC39 Reading Leases B Within 1 year 14

TC55 Introduction to General Health & Safety for Property Managers B Within 1 year 20

TC66 Introduction to Fire Safety for Property Managers B Within 1 year 23

TC46 Basic Building Construction and Common Defects B/R Within 1 year 9

TCX1 Understanding Residential Property Management B/R Within 18 months 7

TC59 Managing your First Portfolio – Legal Workshop B/R Within 18 months 16

TC44 Introduction to Accounting for Service Charges B/R Within 18 months 27

TC82 Insurance in Residential Leasehold Property Management B/I/R Within 18 months 29

TC27 Section 20 I/R 1-3 years 13

TC51 Property Transfers – Implications for Property Managers B/I/R 1-3 years 15

TC70 Disaster Recovery Planning B/R 1-3 years 11

TC36 Effective Debt Recovery I/R 1-3 years 26

TC71 Company Directors and Secretarial Duties and Responsibilities I/R 1-3 years 31

TC41 Managing Mixed-use Developments I/A/R 1-3 years 8

TC68 Communal Heating for Apartment Blocks I/A/R 1-3 years 10

TC69 Pools and Gyms in Residential Blocks I/A/R 1–3 years 10

TC53 Managing Contractors and Implementing CDM 2015 I/A/R 3 + years 20

TC62 Fire Safety Management (Senior Level) for Residential Managing Agents

I/A/R 3 + years 21

TC80 Advanced Health and Safety Management for Residential Managing Agents

I/A/R 3 + years 23

B = Beginners I = Intermediate A = Advanced R = Suitable as a refresher


Legal

Health and Safety

Accounting

Insurance

RMC and RTM management

Key


LETTINGS TO RESIDENTIAL LEASEHOLD MANAGEMENT PATHWAY

ARMA has compiled a listing of a number of our training courses which would benefit those individuals with a background in lettings and who are branching into residential leasehold management.

The courses selected provide an overview of residential long leasehold management that we believe are essential in providing you with the right technical knowledge and skills required for managing residential leasehold.

Beginner level courses are aimed at individuals with limited experience of residential leasehold management and are ideally suited to be undertaken within the first six months to one year for those who need to become familiar with the essential information needed to efficiently undertake residential leasehold management.

Intermediate and Advanced levels are for individuals with a solid understanding of

residential leasehold management who are looking to gain a more in-depth knowledge of a particular area.

Whilst we have indicated when it would be suitable for specific training to be undertaken, we recommend for those who are either considering or about to take on residential leasehold management for the first time that some of these courses should be undertaken either prior to management or within the first six months. This will ensure that you are compliant with legislation and best practice from the start. These courses have been marked with an asterisk on the pathway index for lettings to residential leasehold management below.

Please note that not all of our training courses are listed in this section. For all our courses please refer to the main index which lists ARMA’s full offering of training courses.

Code Course name Level When to undertake Page

TC1 Introduction to Residential Property Management B Within first 6 months* 7

TCX1 Understanding Residential Property Management B/R Within 1 year* 7

TC39 Reading Leases B Within 1 year* 14

TC55 Introduction to General Health and Safety for Property Managers

B Within 1 year* 20

TC66 Introduction to Fire Safety for Property Managers B Within 1 year* 23

TC46 Basic Building Construction and Common Defects B/R Within 1 year 9

TC82 Insurance in Residential Leasehold Property Management B/I/R Within 1 year* 29

TC59 Managing your First Portfolio – Legal Workshop B/R Within 18 months* 16

TC44 Introduction to Accounting for Service Charges B/R Within 18 months* 27

TC27 Section 20 I/R Within 18 months* 13

TC36 Effective Debt Recovery I/R Within 18 months* 26

TC51 Property Transfers – Implications for Property Managers B/I/R Within 18 months 15

TC70 Disaster Recovery Planning B/R Within 18 months 11

TC75 TUPE (Transfer of Undertakings (Protection of Employment) Regulations 2006)

I/A/R Within 18 months 35

* Courses which should be undertaken prior to taking on residential leasehold management from lettings or within the first six months.


Legal

Health and Safety

Accounting

Insurance

Human Resources

B = Beginners I = Intermediate A = Advanced R = Suitable as a refresher

Key

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October 2018.

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ARMA · 2018-10-30 · IRPM members are eligible to receive the discounted member rate. You can view all our courses which are due to run over the next three-month period with dates