arma · issued following attendance of the online training course. our live online sessions enable...

PROGRAARMA

SETTING THE STANDARDS IN PROPERTY MANAGEMENT

TRAININPROGRAMMEARMA TRAINING

ARMA TRAINING

DURING THE

COVID-19 PANDEMIC

1Courses will now run online. For further details, dates and timings of training courses, please check the Training section of our website: www.arma.org.uk

ARMA TRAINING

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 by expanding their knowledge and providing tools to assist with the day-to-day practicalities of undertaking these changes.

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 4) 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 Career Pathway (see page 5) which would be of benefit to those individuals with a background in lettings who wish to branch into residential leasehold management.

For RMC and RTM Co. Directors and Residents Associations we offer extensive webinars through our joint venture with law firm Brethertons (see page 3).

CONTENTS

ARMA training programme 1

Who can attend 2

Online booking 2

Webinars 3

Residential Leasehold Management Career Pathway

4

Lettings to Residential Leasehold Management Career Pathway

5

Training Course index 6

Webinars – Property Management 7

Webinars – RMC/RTM Co. Directors and Residents Associations

7

ARMA TRAINING DURING THE COVID-19 PANDEMIC

As you are aware, we are all in unprecedented times. We know that the COVID-19 pandemic will have an impact on people and companies on an unparalleled scale and exactly how it will unfold is still uncertain.

Recently imposed restrictions to daily life have forced us to quickly adopt different ways of working, learning and connecting with each other.

We know that social distancing measures will be in place for the foreseeable future and during this time ARMA has adapted some of its classroom training courses and will now offer them as live online training.

ARMA will start rolling out the courses from this newly updated training programme, which includes several new courses.

Please refer to our website https://arma.org.uk/training-events for further details of all the online courses we offer. Courses can be booked online via our website in the normal way.

Delegates once booked on a course will receive the course workbooks with their joining instructions. All ARMA training courses provide CPD and certificates will be issued following attendance of the online training course.

Our live online sessions enable delegates to interact with the tutors to ask questions as if you were in a classroom.

Online Training Costs

Full-day Course Half-day CourseMembers Members £100 + VAT £60 + VATNon-members Non-members£175 + VAT £100 + VAT

IRPM members are eligible to receive the discounted member rate.

Block bookings are also available at a further discounted rate. Contact us directly for further information on this: [email protected]

In addition to running our courses online ARMA will also be running Property Management Webinars detailed within our training programme.

https://arma.org.uk/training-events

https://arma.org.uk/training-events

mailto:%[email protected]

mailto:%[email protected]


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, ARMA Network member 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.

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).

How to book a place

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). They then have 24 hours to approve and process the payment. If payment is not received the place is then released back to the public and the booking is cancelled.

VIEW REQUESTS

Company administrators (user admin) are able to view all requests to attend training courses within their company and process payments by viewing requests. Once this has been approved and paid for you can view the booking within invoices for your organisation.

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

Non-memberTo book a place on our training courses go to https://arma.org.uk/training-events/training-courses

Read more/Book – This will provide you with a full description of the course and the availability to book your selected course.

If you don’t already have an ARMA user account set up, you will need to create one. Simply click onto the training 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.

Payment

To confirm your booking, you must process the payment online by card. We use PayPal terminal; you do not need to have an account with PayPal as you can process the payment using the ‘Checkout as Guest’ option.

Please note that if payments are not made at the time of the booking the place will be cancelled and released back to the public.

https://arma.org.uk/



https://arma.org.uk/training-events/training-courses



WEBINARSProperty Manager webinars

ARMA has produced a series of short webinars to complement our training courses.

• Bite-sized chunks of learning – under one hour long

• Delivered by industry experts • CPD provided.

A sample of ARMA webinars can be viewed on pages 55 to 61.

ARMA will update its members of all forthcoming webinars which can be booked through our training page. https://arma.org.uk/training-events/training-courses

For further details on how to book please refer to our online booking page 2 for further information

Price for members of ARMA£35 + VAT

Price for non-member£45 + VAT

IRPM members are eligible to receive the discounted member rate.

RMC/RTM Co. Directors and Residents Association webinars

ARMA’s commitment to training also extends to a joint venture with law firm Brethertons by providing a series of web-based seminars for RMC/RTM Co. Directors and Residents Associations.

Webinars within ARMA’s Directors Portal are free of charge for RMC and RTM Co. Directors and Residents Associations who are members of ARMA.

These pre-recorded 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.

RMC/RTM Co. Directors Portal is open to non-commercial companies involved in the management of leasehold blocks of flats including RMCs, RTM Companies and Residents Associations. Full details of this membership is available to view on our website https://arma.org.uk/join-arma/how-to-join-arma

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.

Please refer to pages 62 to 64 to view the full RMC and RTM Co. Directors and Residents Association webinars.


4 Courses will now run online. For further details, dates and timings of training courses, please check the Training section of our website: www.arma.org.uk

RESIDENTIAL LEASEHOLD MANAGEMENT CAREER PATHWAY

Code Course name Level When to undertake Page

TC1 Introduction to Residential Property Management B Within first 6 mths 9

TC96 New Lease of Life – Customer Service Training for Property Managers

B/I/R Within 1 year 15

TC39 Reading Leases B Within 1 year 19

TC55 Introduction to General Health & Safety for Property Managers B Within 1 year 25

TC66 Introduction to Fire Safety for Property Managers B Within 1 year 27

TCX1 Understanding Residential Property Management B/R Within 1 year 10

TC46 Basic Building Construction and Common Defects B/R Within 1 year 12

TC59 Managing your First Portfolio – Legal Workshop B/R Within 18 months 21

TC97 Counting the Cost – Reserve Fund or Not to Reserve Fund? B/R Within 18 months 16

TC44 Introduction to Accounting for Service Charges B/R Within 18 months 35

TC82 Insurance in Residential Leasehold Property Management B/I/R Within 18 months 37

TC91 Complaints Handling and Reputation Management B/I/A/R 1-3 years 14

TC27 Section 20 I/R 1-3 years 18

TC51 Property Transfers – Implications for Property Managers B/I/R 1-3 years 20

TC36 Effective Debt Recovery I/R 1-3 years 34

TC71 Company Directors and Secretarial Duties and Responsibilities I/R 1-3 years 39

TC94 Essential HR for Property and Development Managers for On-site Staff

B/I/R 1-3 years 42

TC41 Managing Mixed-use Developments I/A/R 1-3 years 11

TC68 Communal Heating for Apartment Blocks I/A/R 1-3 years 13

TC69 Pools and Gyms in Residential Blocks I/A/R 1–3 years 13

TC53 Managing Contractors and Implementing CDM 2015 I/A/R 3 + years 25

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

I/A/R 3 + years 26

TC80 Advanced Health and Safety Management for Residential Managing Agents

I/A/R 3 + years 28

TC89 Fire Safety in Management High-Rise Residential Building (Senior Level) for Residential Managing Agents

I/A/R 3 + years 29

TC88 Are you a Property Manager with Party Wall Headaches? I/R 3 + years 22

TC87 Giving Evidence in the Court or Tribunal: Are you Prepared? I/A/R 3 + years 22

TC84 Developing Leadership I/A/R 3 + years 47

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

I/A/R 3+ years 45

TC98 Granting Consent and Licences to Alter I/R 3+ years 23

TC99 An Update on the Government’s Building a Safer Future Programme I 3+years 31

ARMA has compiled a career pathway 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 career 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.

For colour key see page 5.

Courses will now run online. For further details, dates and timings of training courses, please check the Training section of our website: www.arma.org.uk

5

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

LETTINGS TO RESIDENTIAL LEASEHOLD MANAGEMENT CAREER PATHWAYARMA 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* 9

TCX1 Understanding Residential Property Management B/R Within 1 year* 10

TC39 Reading Leases B Within 1 year* 19

TC55 Introduction to General Health and Safety for Property Managers

B Within 1 year* 25

TC66 Introduction to Fire Safety for Property Managers B Within 1 year* 27

TC59 Managing your First Portfolio – Legal Workshop B/R Within 1 year* 21

TC27 Section 20 I/R Within 1 year* 18

TC46 Basic Building Construction and Common Defects B/R Within 1 year 12

TC97 Counting the Cost – Reserve Fund or Not to Reserve Fund? B/R Within 1 year 16

TC51 Property Transfers – Implications for Property Managers B/I/R Within 1 year 20

TC82 Insurance in Residential Leasehold Property Management B/I/R Within 1 year* 37

TC44 Introduction to Accounting for Service Charges B/R Within 1 year* 35

TC71 Company Directors and Secretarial Duties and Responsibilities

I/R Within 18 months 39

TC36 Effective Debt Recovery I/R Within 1 year 34


I/A/R Within 18 months 45

TC53 Managing Contractors and Implementing CDM 2015 I/A/R Within 1 year 25

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

I/A/R Within 1 year 26

TC80 Advanced Health and Safety Management for Residential Managing Agents

I/A/R Within 1 year 28

TC87 Giving Evidence in the Court or Tribunal: Are you Prepared? I/A/R Within 18 months 22

TC98 Granting Consent and Licences to Alter I/R 3+ years 23

TC99 An Update on the Government’s Building a Safer Future Programme

I 3+years 31

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

Residential Leasehold

Legal

Insurance

RMC and RTM management

Site StaffHealth and Safety

Accounting

Courses will now run online. For further details, dates and timings of training courses, please check the Training section of our website: www.arma.org.uk

Code Courses Level Page

Residential Leasehold

TC1 Introduction to Residential Property Management B 9

TCX1 Understanding Residential Property Management B/R 10

TC41 Managing Mixed-use Developments I/A/R 11

TC46 Basic Building Construction and Common Defects B/R 12

TC50 Tendering for New Management and Tribunal Appointed Managers A 12

TC68 Communal Heating for Apartment Blocks I/A/R 13

TC69 Pools and Gyms in Residential Blocks I/A/R 13

TC81 Lift Management B/I/R 14

TC91 Complaints Handling and Reputation Management B/I/A/R 14

TC96 New Lease of Life – Customer Service Training for Property Managers B/I/R 15

TC97 Counting the Cost – Reserve Fund or Not to Reserve Fund? B/R 16

Legal

TC27 Section 20 I/R 18

TC37 Right to Manage: The Process and the Pitfalls I/A/R 18

TC39 Reading Leases B 19

TC51 Property Transfers – Implications for Property Managers B/I/R 20

TC59 Managing your First Portfolio – Legal Workshop B/R 21

TC87 Giving Evidence in the Court or Tribunal: Are you Prepared? I/A/R 22

TC88 Are you a Property Manager with Party Wall Headaches? I/R 22

TC98 Granting Consent and Licences to Alter I/R 23

Health and Safety

TC53 Managing Contractors and Implementing CDM 2015 I/A/R 25

TC55 Introduction to General Health and Safety for Property Managers B 25

TC62 Fire Safety Management (Senior Level) for Residential Managing Agents I/A/R 26

TC66 Introduction to Fire Safety for Property Managers B 27

TC80 Advanced Health and Safety Management for Residential Managing Agents I/A/R 28

TC89 Fire Safety Management in High-Rise Residential Building (Senior Level) for Residential Managing Agents

I/A/R 29

TC90 Fire Safety Management for RMC and RTM Directors (See also RMC and RTM Directors section)

B/I/A/R 30

TC99 An Update on the Government’s Building a Safer Future Programme I 31

Accounting

TC11 Guidance on Accounting for Service Charges I/A/R 33

TC36 Effective Debt Recovery I/R 34

TC44 Introduction to Accounting for Service Charges B/R 35

Insurance

TC82 Insurance in Residential Leasehold Property Management B/I/R 37

RMC and RTM Management

TC71 Company Directors and Secretarial Duties and Responsibilities I/R 39

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

TRAINING COURSE INDEX

6


Code Courses Level Page

Site Staff

TC86 Concierge Training Course B/I/R 41

TC94 Essential HR for Property and Development Managers for On-site Staff (See also HR section)

B/I/R 42

TC95 From Hotel to Residential – Converting Concierges B/I/R 43

Human Resources


I/A/R 45

TC83 Developing Resilience B/I/A/R 46

TC84 Developing Leadership I/A/R 47

TC94 Essential HR for Property and Development Managers for On-site Staff B/I/R 48

General interest

TC85 Commercial Drone Pilot Operation (CAA – Approved) B 50

TC92 Social Media Level 1 B/R 51

TC93 Social Media Level 2 I/A/R 51

RMC and RTM Directors

TC90 Fire Safety Management for RMC and RTM Directors B/I/A/R 53

Webinars – Property Management

W1 Dealing with Problems of Short-Term (and Nightly) Letting of Flats B/I/A/R 55

W2 Leasehold Assignment: Who’s Liable for the Arrears? B/R 56

W3 GDPR – Dealing with Subject Access Requests I/A/R 57

W4 GDPR – Handling Data Breaches I/A/R 58

W5 An introduction to TUPE and What Needs to be Done Prior to Transfer I/A/R 59

W6 An Introduction to Social Media B/I/A/R 60

W7 Façade Fire Safety I 61

Webinars – RMC/RTM Co. Directors and Residents Association

Company General Meetings All 62

Company Law Basics All 62

Directors’: Duties, Appointment and Removal All 62

Disruptive Lessees All 62

Understanding the First-tier Tribunal (Property Chamber) All 62

Section 20 Consultation All 63

Section 20b All 63

RTM – Traps and Pitfalls All 63

Data Protection and the Leasehold Sector Part 1 (The Law) All 63

Data Protection and the Leasehold Sector Part 2 (Practical Implications) All 63

Data Protection and the Leasehold Sector Part 3 (Employment) All 63

Service Charge – The Lease Part 1 All 63

Service Charge – The Lease Part 2 All 64

Service Charges – Statutory Controls and Limitations: Overview and Demands All 64

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

All 64

Service Charges – Getting What’s Due Part 1 (Credit Control and Pre-action) All 64

Service Charges – Getting What’s Due Part 2 (Defended Cases) All 64

Service Charges – Getting What’s Due Part 3 (Enforcement Methods) All 64

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

RESIDENTIALLEASEHOLD


LEASEHOLD

Description

A one-day interactive training course, run by ARMA’s Technical Officer, for those new to residential leasehold property management. It will provide an overview of the controls and processes required to effectively manage a leasehold block.

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 months’ experience in residential property management and those moving from lettings to residential leasehold management.

Level

Beginners

TC1: INTRODUCTION TO RESIDENTIAL PROPERTY MANAGEMENT


Description

A two-day interactive training course, run by ARMA’s Technical Officer, for those looking to gain a wider knowledge of residential leasehold property management. It will provide an in-depth look at the controls and processes required to effectively manage a leasehold block.

Content

What the course covers:• The legal framework

This section covers the legal framework in which managing agents of residential leasehold properties operate. It covers the codes of practice, contract law, leases, management agreements, Acts of Parliament and case law that are aimed specifically at leasehold property.

• The First-tier Tribunal (Property Chamber) Those attending will be equipped with a knowledge of the role of the Tribunal, the application process and the format of proceedings.

• Section 20 consultation Attendees will learn of the requirements and procedures of Section 20 consultation (Qualifying Works and Qualifying Long-Term Agreements), dispensation and a growing body of case law.

• Financial control This section will walk through the financial year of a property from creating a service charge budget, long-term maintenance plans and budgeting for reserve and sinking funds, managing the service charge account, bank accounts and fees to service charge year-end accounts and effective debt recovery.

• The building Throughout the course, attendees will gain knowledge of the basic elements of a building; its life cycle, maintenance responsibilities, managing contracts, defects, insurance and insurance claims.

• Health & safety responsibilities Those attending will be introduced to the minimum health and safety knowledge essential to managing leasehold blocks, giving them comfort to perform their day job safely. This will include the duty of care, regulatory framework and risk assessments.


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

Level

BeginnersRefresher

TCX1: UNDERSTANDING RESIDENTIAL PROPERTY MANAGEMENT


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

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: TENDERING FOR NEW MANAGEMENT AND TRIBUNAL APPOINTED MANAGERS

Description

An introductory one-day course covering the basic elements of traditional and low-rise residential construction. It will help you understand the construction elements of a building 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 discussions with contractors.

Content

What the course covers:• The process of construction• Foundations/drains• Superstructure• Utilities and services• Common defects• Penetration damp

• Condensation• Water ingress• Dry rot/wet rot• Roofing issues• Subsidence


Beginners and anyone with limited knowledge of building construction and wishing 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 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 attendees 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 course which is for complaint handlers and front-line staff who deal with consumers and complaints first-hand.

The course uses real life case studies and provides step-by-step guidance, allowing staff to manage consumer expectations and respond in a manner that preserves and even enhances an agent’s reputation.

Content

What the course covers:• Resolve complaints early• Deal with online complaints

• Deal with unreasonable complainants• Save time and resources.


This course is suitable for property managers and compliance staff.

TC91: COMPLAINTS HANDLING AND REPUTATION MANAGEMENT

Level

BeginnersIntermediateAdvancedRefresher

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


Description

A comprehensive and challenging course designed to give all customer-facing staff within a managing agent the understanding they need to give great customer service.

We aim to get behind leaseholders’ expectations and to give you a range of tools to meet them. We then go on to highlight mistakes to avoid and how to prioritise your workload in the most efficient way, to ensure you are able to solve their demands.

A one-day course which is available in both classroom, or online delivery.

Content

What the course covers:• Know what your leaseholders expect• Understand why customer service is

crucial in property management • Use a range of customer service skills to

exceed leaseholder expectations

• Know which customer service mistakes to avoid

• Prioritise your workload to effectively solve leaseholders and freeholders demands.


• Property managers – both newcomers to the profession and more seasoned hands• Accounts staff – any of your accounts team that talk directly to leaseholders or

freeholders• Maintenance staff – Do you have directly employed maintenance staff that liaise with

residents?• Development/estate managers – Any senior site-based management staff.

Please note that the costs and instructions for booking this course can be found on our website.

Level


TC96: NEW LEASE OF LIFE – CUSTOMER SERVICE TRAINING FOR PROPERTY MANAGERS


LEGAL

Description

This one-day practical workshop is intended to explore the liability for providing a reserve fund in residential management and the rules governing its accumulation and use.

You should attend this course if you are responsible for advising clients on whether or not to use reserve funds and for the calculation behind their accumulation.

Content

What the course covers:• What is a Reserve Fund and what is

the difference between it and a Sinking Fund?

• When is it a requirement to provide for a Reserve Fund and why it is a good idea

• Requirements for calculation of a Reserve Fund; what you should include and why:

• Looking at elements of building construction influencing a Reserve Fund calculation

• Life expectancies of building elements• What time scale should be adopted for its

calculation

• Use of the Tribunal when there is no liability for accumulation for the landlord to rely on

• Lessee disputes and resistance to Reserve Funds

• Consequences for landlord for “non-compliance” to obligations

• Accounting for Reserve Funds• Use of Reserve Funds and how this

impacted the “certified expenditure” in year-end accounting

• “Loans” from Reserve Funds and how to account and repay.


Property managers who will be required to work with clients in a financial capacity.


TC97: COUNTING THE COST – RESERVE FUND OR NOT TO RESERVE FUND?

Level

BeginnersRefresher

LEGALLEGAL


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 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


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

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


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 on to 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


Level


Description

Since it came into force, the Party Wall Act has caused some headaches for property managers. Whether you’re planning to undertake works, or are on the receiving end of a Party Wall Notice, property managers need to understand the implications, timescales and obligations. This interactive half-day course is designed to equip property managers with the knowledge and confidence they need to deal with Party Wall matters.

Content

What the course covers:• Basic introduction to the Party Wall Act • What is a ‘Party Wall’?• Types of work commonly encountered by

property managers • Dealing with Party Wall Notices

(including serving Notices for works and receiving Notices on behalf of a client)

• Troubleshooting • The course will be rounded off with a

case study, allowing delegates to put their knowledge into practice.


Party Wall issues are becoming increasingly common, so this course is suitable not only for property managers who’ve had some experience of Party Wall matters, but also for whom it might be on the horizon.

TC88: ARE YOU A PROPERTY MANAGER WITH PARTY WALL HEADACHES?

Description

Have you ever been called as a witness in County Court proceedings? Have you given evidence at a Tribunal? 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

to the proceedings (including claimant, defendant, legal representatives)

• What does it mean to be a witness? What are your duties?

• How to give the best written and oral evidence (including some suggested “dos” and “don’ts” of giving evidence)

• How did we end up here? Dealing with the most common disputes a property manager might face in the court or Tribunal

• Troubleshooting• Delegates will be able to put their

knowledge into practice, as throughout the day there will be various practical activities, giving delegates first-hand experience of what it means to be a witness.


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

TC87: GIVING EVIDENCE IN THE COURT OR TRIBUNAL: ARE YOU PREPARED?

Level



Description

Property managers dealing with leasehold properties will often be faced with situations where a leaseholder has asked for permission to carry out work to their flat, or to sub-let the flat to another person, or even for permission to have an animal in the property. They will also have to deal with cases where a leaseholder has not asked for permission but has just gone ahead and done something forbidden by their lease. Knowing when permission is required and the basis for giving or refusing consent is an important part of residential leasehold management.

This is often a hotly disputed area and it has recently led to a Supreme Court decision that all property managers need to be aware of when dealing with requests.

This half-day course will give property managers confidence to deal with requests for consent in an efficient and lawful manner.

Content

The workshop will address the following from a legal perspective:• When is consent needed?• Alterations – structural and non-structural• Sub-letting• Animals• Reasonableness of refusing consent

• Disability and Equality Act 2010• Requests for consent where an RTM

company is operating• Drawing up a licence


Any property manager dealing with residential leasehold property.

TC98: GRANTING CONSENT AND LICENCES TO ALTER

Level


HEALTH ANDSAFETY


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

Beginners

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 responsible for fire safety management in residential blocks of flats.

The course explains the guidance given in ARMA’s ‘Fire Safety Management in Flats’ publication and provides leasehold and legal tools that can be used to enforce leaseholder fire safety compliance.

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

Safety) Order 2005, or• 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

• The broad requirements of current fire safety legislation including the Regulatory Reform (Fire Safety) Order 2005, the Building Regulations Part B Fire Safety, and the fire safety requirements of the Housing Act 2004 and legislation introduced under the Government’s Building Safety Programme 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 organisations, 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



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

TC66: INTRODUCTION TO FIRE SAFETY FOR PROPERTY MANAGERS

Level

Beginners


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

A one-day course for directors and senior managers responsible for fire safety management in high-rise residential buildings.

The course explains the guidance given in ARMA’s ‘Fire Safety Management in Flats’ publication and provides leasehold and legal tools that can be used to enforce leaseholder fire safety compliance. (https://arma.org.uk/downloader/ty5/ARMA_Fire_Safety_Guidance_6.pdf)

This course will NOT enable you to:• Undertake the role of Building Safety Manager• Provide safety assistance as required by Regulation 18 of the Regulatory Reform (Fire

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

(Fire Safety) Order 2005.

You are advised to attend ARMA’s TC62 ‘Fire Safety Management (Senior Level) for Residential Managing Agents’ prior to attending this course.

Content

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

system to manage fire safety in high-rise residential blocks of flats

• The broad requirements of current fire safety legislation including the Regulatory Reform (Fire Safety) Order 2005, the Building Regulations Part B Fire Safety, and the fire safety requirements of the Housing Act 2004 and legislation introduced under the Government’s Building Safety Programme as they relate to purpose-built blocks of flats

• The role of the Building Safety Manager and Accountable Person

• Maintaining a building’s safety case• Resident engagement strategies and

information provision• How to handle fire safety complaints and

the escalation process• Resident responsibilities on safety• 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



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

TC89: FIRE SAFETY MANAGEMENT IN HIGH-RISE RESIDENTIAL BUILDING (SENIOR LEVEL) FOR RESIDENTIAL MANAGING AGENTS

Level



Description

A one-day course for directors of Residents’ Management Companies (RMC) and Right to Manage (RTM) Companies who have responsibility for fire safety management in residential blocks of flats.

The course covers fire safety management in residential blocks of flats. For Directors of high-rise buildings there will be a separate half-day course covering the particular requirements for managing fire safety in high-rise residential blocks of flats. To attend that course you must have previously completed this course.

The course explains the guidance given in ARMA’s ‘Fire Safety Management in Flats’ publication and directors’ duties, responsibilities and liability under current fire safety legislation.

(ARMA has issued a ‘Fire Safety Management in Flats’ Guidance Note to share best practice with professional Fire Safety personnel involved in the residential leasehold sector, including managing agents, developers and landlords. which has been produced in line with statutory guidance and industry best practice and independently reviewed by Hampshire Fire and Rescue Service, ARMA’s Primary Authority Partner. https://arma.org.uk/downloader/ty5/ARMA_Fire_Safety_Guidance_6.pdf)

Content

What the course covers:• Directors’ duties, responsibilities

and liability under current fire safety legislation

• The broad requirements of current fire safety legislation including the Regulatory Reform (Fire Safety) Order 2005, the Building Regulations Part B Fire Safety, and the fire safety requirements of the Housing Act 2004

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

• Working with a managing agent to manage fire safety, and




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.

For Members of ARMA we will allow the Members rate to be paid for any RMC and RTM Co. Directors wishing to attend this course.

Please contact [email protected] providing your company name and information of delegates to attend and a code will be supplied upon request.

TC90: FIRE SAFETY MANAGEMENT FOR RMC AND RTM DIRECTORS

Level


https://arma.org.uk/downloader/ty5/ARMA_Fire_Safety_Guidance_6.pdf



Description

A half-day workshop for directors and senior managers of managing agents, landlords and management companies who manage multi-occupied residential buildings, to explain the changes to fire safety and building regulations proposed as part of the Government’s Building a Safer Future Programme.

This course is led by Mark Snelling, MCIOB RFaPS Grad IOSH (Health & Safety Advisor with ARMA).

Content

What the course covers:• Changes to the Fire Safety (Regulatory Reform) Order 2005 proposed in the Fire Safety

Bill• Government’s proposals for reform of the building safety regulatory system announced in

the Government response to the ‘Building a Safer Future’ consultation including the:• — Accountable Person and the implications for Managing Agents named in Tri-partite

Leases• — proposed role of the Building Safety Manager.

Although the Building Safety Bill will cover only buildings in scope (multi-occupied residential buildings of 18m or more in height) the changes proposed in the Fire Safety Bill will affect buildings containing two or more sets of domestic premises.

With clear proposals set out by the Government, can you afford to wait until new legislation arrives to review what you are doing?


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

This workshop can be taken as a stand alone course. However, for those who need a more in-depth knowledge of the arrangements that needs to be in place to manage fire safety in blocks of flats and to comply with forthcoming legislation, ARMA provides TC62: Advanced Fire Safety management for Residential Managing Agents and this course will also be covered within TC62.

TC99: AN UPDATE ON THE GOVERNMENT’S BUILDING A SAFER FUTURE PROGRAMME

Level

Intermediate

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



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 First-tier Tribunal

• 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?• How does an insurer provide underwriting

capacity? How are premiums arrived at?• Insurer Underwriting practices • Positive Risk Features• 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

• Insurers and fire safety• 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


MANAGEMENT

TC71: COMPANY DIRECTORS AND SECRETARIAL DUTIES AND RESPONSIBILITIESDescription

A one-day course highlighting key responsibilities and duties of Company Secretaries andDirectors 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


TC86: CONCIERGE TRAINING COURSE

Description

A comprehensive three-day programme to train new and existing site-based staff in the four key areas they need: first aid; fire awareness; health & safety; and customer service training. The role of the concierge is a safety critical one and it should also be remembered that they are the most frequent point of contact with your company that most residents have.

The course can be taken as a whole, or as individual days.

Content

What the course covers:Day One:• First aid – training and certification to

the standard of ‘Emergency First Aid at Work’, a level of competency designed to give the attendee the skills and confidence to deal with and stabilise the victims of medical emergencies, prior to the attendance of professional help. It is advised that every workplace has a person qualified to this standard on duty.

Day Two:• Health & safety – this is a wholly practical

introduction to the risks and hazards encountered by staff working in a residential workplace. It was specifically written to only include the dangers staff are likely to face, from working at height to manual handling, slips, trips and falls. It also covers the presence of gym and other leisure facilities, such as pools.

• Fire awareness – fire, even in modern residential buildings, is a serious matter. This part of the course trains staff to be aware of the risks and how to minimise them, alongside actions they should take in the event of fire.

Day Three:• Customer service – nearly all site-based

staff are customer facing and their conduct and behaviour to residents and others has a direct impact on your company’s reputation. This day attempts to make attendees understand the importance of this aspect of their role, it challenges bad habits and encourages staff to value and be proud of giving great customer service.


• Any site-based staff, such as concierges, porters, caretakers and cleaners• Staff moving into the industry from other sectors, e.g. hospitality, or the armed forces.


Level

BeginnersIntermediate Refresher


TC94: ESSENTIAL HR FOR PROPERTY AND DEVELOPMENT MANAGERS FOR ON-SITE STAFFDescription

A comprehensive one-day course aimed at giving property and development managers, with little or no previous HR experience, the basic tools to effectively manage on-site staff. The HR aspects of managing staff can be complex, but this programme is designed to tell you what you should be doing, or not doing, and when you need to seek expert assistance.

A one-day course which is available in classroom taught, or online delivery.

Content

What the course covers:• Why have staff? First of all, where does the requirement

for staff come from? Is it covered by the terms of the lease? Why do you need them?

• Your options You don’t just have to employ staff

directly, there are other options. We look at direct employment, joint employment and agency staffing and the question of liabilities. We also briefly cover the VAT implications of each, after recent changes to VAT guidance.

• Objectives What are your staff expected to do?

Who do they report to? We cover the importance of properly written job descriptions and gathering in views from residents, freeholders and other stakeholders, on what they are looking for from staff.

• Before you start Do you have the correct insurances

in place? Have you had well-drafted contracts of employment, policies and procedures, not just for covering the employment law angles, but health & safety and other legislative requirements?

• Recruitment Looking at the options for recruitment,

using agencies, recruiting directly, or promoting from within.

• The first 6 months The probation period is the most

important phase of inducting a new employee. Ensuring they are properly trained and that they have clear performance measurements is essential. Start as you mean to go on, with proactive management!

• When things go wrong Employing staff can be a legal minefield.

The course aims to equip you with some basic tools to see warning signs and to head them off. It also covers basic knowledge of investigations, disciplinary and grievance procedure.

• Training and development Well-trained staff are better motivated

and should deliver you and your clients a better service. We talk about the importance of not just ticking the regulatory boxes, but how you can enhance and develop your staff – and save money.


• Property managers responsible for site-based staff• Head porters, development and estate managers who are responsible for staff.


Level



TC95: FROM HOTEL TO RESIDENTIAL – CONVERTING CONCIERGESDescription

A comprehensive, one-day course aimed at giving concierges and other front desk staff from the hotel and hospitality sectors the tools they need to thrive in high-end residential developments. Although bringing great transferable customer service skills, they often need help understanding the differences between the residential block and the hospitality sector.

A one-day course which is available in both classroom, or online delivery.

Content

What the course covers:• Introduction A brief overview of the residential

environment and its key differences with the hotel sector.

• Leasehold What is leasehold? Explaining the

relationships between residents, leaseholders, managing agents and freeholders.

• Health & safety The key role of any concierge is to

be at the front line of making their development a safe place to live and work in. We cover the key areas of health & safety as they directly affect a residential building.

• How buildings work The technical differences between

residential buildings and hotels. This section covers the key M&E, HVAC and other systems commonly found in residential buildings. We go on to cover contractors, their management, permits to work and other important issues.

• Fire The danger of fire in even modern

residential developments is very real. We aim to inform candidates of general fire related risks in residential properties and how to mitigate them. This section also covers the importance of fire alarm testing and understanding evacuation policies.

• Front desk operations The front desk is the public face of any

development. We cover the differences from a hotel reception and explain how a well-run front desk is the hub of any development.

• Gifts and gratuities This is an area where the accepted

customs between residential and hospitality sectors can differ wildly. We explain the areas of best practice in managing gratuities.


Concierge and other staff joining from the hospitality sector.


Level



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 with an interactive style, the 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. This course would also be suitable for those in lettings moving into residential leasehold management.

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

Level



Description

The speed of change in business today, especially in property management, can be very overwhelming. We are constantly bombarded with new challenges, new information, new technologies, new threats and new opportunities alongside the ever-increasing expectations of leaseholders and clients. All of which are taking their toll on our employees as they struggle to endure and survive the resulting high levels of stress, and in turn have a serious impact on businesses through:

• High employee absenteeism and presenteeism (working while sick)• Regular burn out• Higher instances of mental health issues• Lower employee engagement• Lower employee motivation• Lower productivity • High staff turnover• Reputational risk• High associated costs resulting from all the above.

Therefore, the need to be resilient has never been greater!

This practical and highly engaging one-day course provides delegates with a range of tools and techniques to develop and maintain their own resilience, providing significant benefits to mental, physical and emotional well-being.

Content

What the course covers:• Why we experience stress and how to

manage it • Challenging negative thought patterns • Understanding what motivates us• Communicating assertively and with

confidence• Managing workload, time and constant

interruptions

• Problem solving and decision making• Developing strong, positive working

relationships• Developing empathy • Developing optimism, positivity and open

mindedness • Combating feeling overwhelmed and

understanding how to gain control.


The course is suitable for anyone at any level who wants to develop their resilience skills.

TC83: DEVELOPING RESILIENCE

Level



Description

In a sector rife with high employee turnover, managing people in today’s complex world of work, especially in property management, has reached crisis point. High employee stress levels, lack of engagement and high levels of absenteeism require managers and leaders to significantly up their game in order to have the necessary skills to be able to deliver an excellent employee experience.

Managers/leaders have the responsibility to create a healthy working environment, a positive culture, and have a shared responsibility for the future success of their business.

Their actions, behaviours and values have an enormous impact on the workplace, and the emotional well-being of their staff.

This course is for you and your managers if you are looking for ways to: • Improve emotional well-being within your workforce• Increase performance and achieve better results• Reduce stress and conflict in the workplace, whilst improving morale• Improve workplace attitudes, behaviours and achieve a positive focus• Increase employee engagement• Decrease employee turnover• Decrease absenteeism. This interactive and engaging one-day course covers practical solutions to today’s leadership challenges and the resources to develop resilient, engaged and trusting teams.

Content

What the course covers:• Getting the best out of your employees• Improving work performance and

productivity• Having difficult conversations• Effective communication• Building a culture of trust and resilience

• Gaining self-confidence in leadership• Conflict management techniques• Implement and formulate leadership

strategies• Time management for leaders.


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

The course acts well for individuals with experience with TUPE and for those that do not. This course would also be suitable for those in lettings moving into residential leasehold management.

TC84: DEVELOPING LEADERSHIP

Level



Description

A comprehensive one-day course aimed at giving property and development managers, with little or no previous HR experience, the basic tools to effectively manage on-site staff. The HR aspects of managing staff can be complex, but this programme is designed to tell you what you should be doing, or not doing, and when you need to seek expert assistance.

A one-day course which is available in classroom taught, or online delivery.

Content

What the course covers:• Why have staff?

First of all, where does the requirement for staff come from? Is it covered by the terms of the lease? Why do you need them?

• Your options You don’t just have to employ staff directly, there are other options. We look at direct employment, joint employment and agency staffing and the question of liabilities. We also briefly cover the VAT implications of each, after recent changes to VAT guidance.

• Objectives What are your staff expected to do? Who do they report to? We cover the importance of properly written job descriptions and gathering in views from residents, freeholders and other stakeholders, on what they are looking for from staff.

• Before you start Do you have the correct insurances in place? Have you had well-drafted contracts of employment, policies and procedures, not just for covering the employment law angles, but health & safety and other legislative requirements?

• Recruitment Looking at the options for recruitment, using agencies, recruiting directly, or promoting from within.

• The first 6 months The probation period is the most important phase of inducting a new employee. Ensuring they are properly trained and that they have clear performance measurements is essential. Start as you mean to go on, with proactive management!

• When things go wrong Employing staff can be a legal minefield. The course aims to equip you with some basic tools to see warning signs and to head them off. It also covers basic knowledge of investigations, disciplinary and grievance procedure.

• Training and development Well-trained staff are better motivated and should deliver you and your clients a better service. We talk about the importance of not just ticking the regulatory boxes, but how you can enhance and develop your staff – and save money.


• Property managers responsible for site-based staff• Head porters, development and estate managers who are responsible for staff.


TC94: ESSENTIAL HR FOR PROPERTY AND DEVELOPMENT MANAGERS

Level


INTERESTGENERAL


TC85: COMMERCIAL DRONE PILOT OPERATION (CAA-Approved)Description

Drone technology has revolutionised property management over the last few years. They are used now for tasks such as inspecting roofs, surveying elevated surfaces, documenting construction projects and even for virtual tours and photography to market the property.

If you want to start using drones as part of your property business in the UK, you will need to gain a Permission for Commercial Operations from the Civil Aviation Authority (CAA). ARMA has partnered with COPRTZ, the commercial drone experts, offering a CAA approved Drone Training Course which will allow you to gain the skills, knowledge and experience needed to apply for your Permission for Commercial Operations (PfCO) from the CAA. (Otherwise known as a drone licence).

Content

COPTRZ fully approved CAA Drone Training Course takes place over four days and includes a pre-course study guide, ground school theory, a theory test, flight test and operations manual review.

Day 1-2: Ground SchoolThe first two days of the COPTRZ CAA Drone Training Course will cover your theory learning and theory assessment. Your trainer will take you through the full eight modules required by the CAA, after which you will complete a multiple choice examination.

Ground School modules:• UAS airspace operating principles• Airmanship and aviation safety• Air law and responsibilities• Meteorology• Navigation charts• Human factors• Aircraft knowledge• Operating procedure

Day 3: Flight Planning & Operations Manual The third day of the course covers everything you need to do to plan for a live job. It will also offer you an insight into getting your commercial drone business off the ground. Your trainer will walk you through the process of completing pre-flight planning, safe setup and site surveying. They will also talk you through the flight assessment process.

Day 4: Flight TestThe final day is your flight test where you will complete a set of manoeuvres before a COPTRZ trainer and answer questions about your drone.


This course is for residential property managers who have little/no experience of drone piloting, but wish to incorporate drones into their workflow to assist in property management, as well as other property professionals, including surveyors, maintenance, landscaping and roofing contractors, who need to perform site-wide or roof inspections.


Level

Beginners


TC92: 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

you should 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 in terms of brand awareness and customer service

• Understand the importance of optimising your profile set up and getting it right the first time

• Explore basic do’s and don’ts.

You 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 as well as team members, keen to establish an online marketing presence and raise the business profile.

Level

BeginnersRefresher

TC93: SOCIAL MEDIA LEVEL 2

Description

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

Content

What the course covers:• Learn how and why you should develop

your online profiles to support brand development and customer service

• Gain an insight into how to create a social media strategy tailored to your business with four key pillars

• Understand the importance of creating a content strategy that ties social media into your marketing strategy

• Explore tools to assist with social scheduling to save you time and the benefits of consistency

• Understand the importance of interactions and developing relationships by putting the social back into social media.


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 communication-based role, or business owners looking to take things to the next level.

Level



RMC AND RTM COMPANY DIRECTORS


TC90: FIRE SAFETY MANAGEMENT FOR RMC AND RTM DIRECTORSDescription

A one-day course for directors of Residents’ Management Companies (RMC) and Right to Manage (RTM) Companies who have responsibility for fire safety management in residential blocks of flats.

The course covers fire safety management in residential blocks of flats. For Directors of high-rise buildings there will be a separate half-day course covering the particular requirements for managing fire safety in high-rise residential blocks of flats. To attend that course you must have previously completed this course.

The course explains the guidance given in ARMA’s ‘Fire Safety Management in Flats’ publication and directors’ duties, responsibilities and liability under current fire safety legislation.

(ARMA has issued a ‘Fire Safety Management in Flats’ Guidance Note to share best practice with professional Fire Safety personnel involved in the residential leasehold sector, including managing agents, developers and landlords. which has been produced in line with statutory guidance and industry best practice and independently reviewed by Hampshire Fire and Rescue Service, ARMA’s Primary Authority Partner. https://arma.org.uk/downloader/ty5/ARMA_Fire_Safety_Guidance_6.pdf)

Content

What the course covers:• Directors’ duties, responsibilities

and liability under current fire safety legislation

• The broad requirements of current fire safety legislation including the Regulatory Reform (Fire Safety) Order 2005, the Building Regulations Part B Fire Safety, and the fire safety requirements of the Housing Act 2004

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

• Working with a managing agent to manage fire safety, and




This course is suitable for directors of Residents’ Management Companies (RMC) and Right to Manage (RTM) Companies responsible for residential blocks of flats and in particular directors with responsibility for fire safety management.

For Members of ARMA we will allow the Members rate to be paid for any RMC and RTM Co. Directors wishing to attend this course.

Please contact [email protected] providing your company name and information of delegates to attend and a code will be supplied upon request.

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WEBINARS


W1: DEALING WITH PROBLEMS OF SHORT-TERM (AND NIGHTLY) LETTING OF FLATSDescription

Even the briefest of visits to websites, such as Airbnb, reveal the common problem of residential flats being let out on a short-term (and often nightly) basis. Many managing agents are facing these problems across their portfolio.

In this webinar, we’ll explore some of the issues and challenges faced by this kind of short-term letting. The focus of this webinar is on the potential clauses of leases that might be breached by this behaviour, and the potential recourse a management company or landlord may have.

Content

This webinar will cover the following issues:• The lease – common clauses that might

be breached and why• Gathering evidence • Dealing with the breach• Resolving matters without recourse to

the Court or Tribunal

• Determination in the Tribunal or injunctive relief in the County Court?

• Approach of Courts and Tribunals to these breaches.


This webinar is ideal for managing agents who are facing the challenges of short-term letting across their portfolio.

Level


WEBINARS – PROPERTY MANAGERS

ARMA – further courses available:

ARMA provides a full-day of classroom-based training TC59: Managing your First Portfolio – Legal Workshop

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 training course 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’

Further details of this course can be found within our Legal section of our training programme https://arma.org.uk/training-events/training-courses


W2: LEASEHOLD ASSIGNMENT: WHO’S LIABLE FOR THE ARREARS?Description

Leasehold properties change hands on a regular basis. If there are service charges which haven’t been settled, what happens to those arrears on any sale, transfer or disposition? Who should be pursued: the outgoing leaseholder or the incoming one? And what procedure can (and should) be followed?

In this webinar, we’ll explore the practicalities of dealing with arrears of service charges when leasehold properties are assigned.

Content

This webinar will cover the following issues:• Assignment, disposition, transfer: is it all

alien(ation)?• What have you demanded? And what’s

outstanding? • Disclosure of arrears on LPE1/presales

enquiry packs• A (brief) guide to the Landlord and

Tenant (Covenants) Act 1995: who’s arrears are they anyway?

• Who do you pursue for the arrears?• Who do you take enforcement action

against?• Beware waiver of forfeiture.


This webinar is ideal for anyone involved in the recovery of services charges, or in matters relating to leasehold assignment.

Level

BeginnersRefresher


ARMA provides TC51: Property Transfer – Implications for Property Managers a one-day training course enabling those involved with property transfers to read leases constructively and deal confidently with the process to ensure a smooth transfer of the property to the purchaser.

This training course is suitable for:• 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.

Further details of this course can be found within our Legal section of our training programme https://arma.org.uk/training-events/training-courses


W3: GDPR – DEALING WITH SUBJECT ACCESS REQUESTSDescription

GDPR gives individuals a variety of rights. One of those rights is a right of access, commonly referred to as subject access. Every data subject has the right to obtain a copy of their personal data, to help them understand how and why their data is being used, and to check that it is being used lawfully.

In this webinar, we’ll explore what the right of access is, how a subject access request might be made, and how a managing agent should deal with any request.

Content

This webinar will cover the following issues:• What the right of access is• What individuals are entitled to when

making a subject access request• How a subject access request is made

(and how to recognise it has been made)• Timeframes around complying

• What if the information requested contains data about other people? How should this be handled?

• Circumstances in which a request can be refused

• Consequences of non-compliance.


Data protection affects all organisations. All managing agents will be processing personal data, and should have policies, processes and procedures in place. Subject access is one aspect of an agent’s data protection compliance. This webinar is idea for those who have an overall responsibility for data protection in an organisation, and those handling subject access requests.

Level



Further courses and webinars can be viewed at: https://arma.org.uk/training-events/training-courses




W4: GDPR – HANDLING DATA BREACHES

Description

The GDPR defines a personal data breach as “a breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorised disclosure, or access to, personal data”. In this webinar, we’ll explore what a data breach is, and the typical protection, investigation and internal reporting procedures agents should have in place. We also consider some examples which will help agents when they are making decisions about whether or not to advise the ICO (Information Commissioner’s Office) or effective individuals about a data breach.

Content

This webinar will cover the following issues:• Understanding what a personal data

breach means under GDPR, and looking at examples of breaches agents might deal with

• Helping agents recognise a personal data breach

• Considering processes and procedures – do they enable breaches to be detected, investigated and reported?

• Looking at reporting requirements to the relevant supervisory authority and effected individuals

• Record keeping (whether or not reports are made)

• Understanding consequences of failing to notify.


Data protection affects all organisations. All managing agents will be processing personal data, and should have policies, processes and procedures in place. Data breach is one aspect of an agent’s data protection compliance. This webinar is idea for those who have an overall responsibility for data protection in an organisation, and those handling data breaches.

Level



Further courses and webinars can be viewed at: https://arma.org.uk/training-events/training-courses




W5: AN INTRODUCTION TO TUPE AND WHAT NEEDS TO BE DONE PRIOR TO TRANSFERDescription

With residents demanding greater service, it is becoming more likely that new instructions will have on-site concierge, security and cleaning staff.

Whilst many managing agents may have extensive experience of TUPE transfers in and out, you may not realise the financial liability and legal risk there is if managed incorrectly.

In this webinar, we would like to cover a general introduction to TUPE, emphasising the minimum requirements to ensure you do not make a costly, avoidable mistake.

Content

This webinar will cover the following issues:

• What is TUPE?• When does it apply?

• What do I need to do prior to the transfer?


This webinar is aimed at property managers, senior managers and directors who would like to understand the basic principles of TUPE and what are the commercial risks of getting it wrong prior to transfer.

Level



ARMA provides a full-day of classroom-based training TC75: TUPE (Transfer of Undertakings (Protection of Employment) Regulations 2006) using real life property examples and an interactive style to teach you to navigate your way through the complex TUPE process.

This is suitable for senior managers, business heads and HR professionals dealing with transferring staff.

Further details of this course can be found within our HR section of our training programme https://arma.org.uk/training-events/training-courses


W6: AN INTRODUCTION TO SOCIAL MEDIA

Description

A webinar designed to gain an understanding of the important part social media plays in business development and customer service.

Content

This webinar will cover the following issues:• What customers expect today and how

this is evolving• Understand how building relationships

through social media supports business development

• Explore different social media platforms to help you choose the right one or two for your business.


This webinar is designed for those that feel they should be using social media but aren’t sure of the best place to start for their business. The introductory session is ideal for business owners and senior leadership teams are looking to explore the right options for their company.

Level



ARMA provides TC92: Social Media Level 1 which is a half-day social media 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.

This training workshop is geared towards beginners and those who have no experience or little understanding. 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.

In addition, ARMA provides TC93: Social Media Level 2 which is a half-day social media workshop covering more advanced social media practices for business owners and marketeers, and how to use the platforms to help you achieve your marketing goals.

The training workshop has been specifically designed for attendees with existing knowledge and experience using social media platforms for business purposes. This course would be ideal for those with a marketing and/or communication-based role, or business owners looking to take things to the next level.

Further details of this course can be found within our General Interest section of our training programme https://arma.org.uk/training-events/training-courses


W7: FAÇADE FIRE SAFETY

Description

A 90-minute, CPD-certified training session to give a specialist introduction to façade issues, the current situation, process and remediation solutions.

Content

This webinar will cover the following issues:• A brief overview of historical fires

involving exterior façade materials• Modern Methods of Construction • Overview of Grenfell’s external wall

system• Government approved documents,

building regulations, non-compliances and their confusing complexities

• Euroclass combustibility ratings and cladding products

• Clarification on Government guidance, including the latest MHCLG Advice Note Consolidation, released 20th January 2020

• Non-ACM materials and Government testing

• Upcoming legislation – Fire Safety Bill and Reformed Building Regulatory System

• £1bn Government Remediation Fund• Case studies/example projects • FRC’s bespoke consultancy solutions to

building non-compliances.


This webinar is for managing agents, property managers, freeholders, RMC’s, councils, housing associations and surveyors.

Level

Intermediate


ARMA’s commitment to training also extends to a joint venture with law firm Brethertons by providing a series of web-based seminars for RMC/RTM Co. Directors.

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

These pre-recorded 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.

RMC/RTM Directors is open to non-commercial companies involved in the management of leasehold blocks of flats including RMCs, RTM Companies and Residents Associations. Full details of this membership is available to view on our website https://arma.org.uk/join-arma/how-to-join-arma

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.

Directors’: 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.

WEBINARS – RMC/RTM CO. DIRECTORS AND RESIDENTS ASSOCIATIONS

Level

Suitable for all levels

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https://arma.org.uk/join-arma/how-to-join-arma

https://arma.org.uk/join-arma/how-to-join-arma


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.

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.

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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.

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The Association of Residential Managing Agents Ltd3rd Floor, 2-4 St George’s RoadWimbledonLondon SW19 4DP

Tel: 020 7978 2607Email: [email protected]: www.arma.org.uk

@armaleasehold

© The Association of Residential Managing Agents.

Copyright in all or part of this publication rests with ARMA, and save by prior consent of ARMA, no part or parts shall be reproduced by any means, electronic, mechanical, photocopying or otherwise, now known or yet to be devised.

June 2020.

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