and Answers (2026) | Comprehensive
Review Guide
• action item list -✓✓a documented event, task, activity, or action that needs to take
place usually documented in the meeting minutes and are recorded in the task list of the
group—at the next meeting it is reviewed by the group and at that meeting the facilitator
will check the status of these items
• agenda -✓✓a list of meeting activities in the order in which they are to be taken up,
beginning with the call to order and ending with the adjournment
• amend a motion -✓✓used to modify another motion; takes three basic forms: 1)
inserting or adding words or paragraphs; 2) striking out words or paragraphs, and; 3)
striking out words and inserting or adding others, or substituting an entire paragraph or
complete resolution for another
• ballot -✓✓a device used to record choices made by voters; each voter uses one and
are not shared
• committee report -✓✓highlight matters to be decided and recommendations to the
board; the actions suggested to the board are clearly stated and should follow a
standard format
• debate -✓✓during an election, a formal discussion involving opposing candidates
vying for the same position
• executive session -✓✓when a board must hold a discussion or make decisions of a
sensitive nature; the topics that commonly discussed and are allowable by law usually
include personnel issues, contract negotiations and discussions, lawsuits and other
legal matters, and governing document violations
• financial report -✓✓a report on the association's income and expense activities
including a general ledger, variance, accounts payable, income statement and balance
sheet
• majority -✓✓over 50% of the votes needed to win an election (can come from those
owners who attend the meeting, in person or by proxy) to decide all matters except
special issues
• management report -✓✓a report on the association's current projects and
administrative activities
,• minutes -✓✓document the decisions made during a meeting, providing a permanent
public record of positions and actions taken by the board
• motion -✓✓a formal proposal stating that the association took a certain action
• notice of meeting -✓✓an official announcement, which should be sent in writing to
board members at least a week in advance
• parliamentary procedure -✓✓the body of rules, ethics, and customs governing
meetings and other operations
• plurality -✓✓awards the election to the candidate with the most votes, regardless of
whether or not they received the majority
• proxy -✓✓the agency, function, or power of a person authorized to act or vote in place
of another resident who could not be present
• quorum -✓✓the number of residents required to be present to transact business legally
established in the association's by-laws
• Robert's Rules of Order -✓✓common rules and procedures for deliberation and debate
in order to place the whole membership on the same footing and speaking the same
language
• second a motion -✓✓needed immediately after a proposal by another member of the
body for consideration by the assembly
• table a motion -✓✓incomplete items on the agenda that are rescheduled for another
meeting
• timed agenda -✓✓a more specific agenda that limits focus on specific areas, so as to
move the meeting along at a more thorough and prompt pace
• Articles of Incorporation -✓✓brings the association into existence, defines its basic
purposes and powers, indicates whether stock will be issued, and indicates whether
there will be a board of directors
• Bylaws -✓✓formally adopted governing regulations for the administration and
management of a community association
• CC&Rs (Covenants, Conditions & Restrictions) -✓✓the governing documents that
dictate how the homeowners association operates and what rules the owners—and
their tenants and guests —must obey; these legal documents might also be called the
, bylaws, the master deed, the houses rules or another name and are legally enforceable
by the homeowners association, unless a specific provision conflicts with federal, state
or local laws
• community association -✓✓a group of owners who wish to provide a communal basis
for preserving, maintaining, and enhancing their homes and property
• condominium -✓✓a living unit fully owned by an individual with an undivided interest in
the common elements of the community; the community association itself owns no real
estate as an association
• cooperative -✓✓wherein an individual owns stock or membership and holds a
proprietary lease or occupancy agreement for his or her living unit
• Declaration -✓✓used interchangeably with CC & Rs
• Governing Documents -✓✓documents which provide for the legal structure and
operation of the community
• indemnification -✓✓to exempt an individual or entity from responsibility for claims
made against the organization and to reimburse the individual or entity for damages or
expenses incurred as a result of such claims
• master association -✓✓an organization of homeowners in a large condominium or
planned unit development (PUD) which includes representatives from other, smaller
homeowner organizations
• mixed use development -✓✓a development which is designed to mix two or more
"uses" of land together (i.e. a shopping center which offers office space for dentists)
• planned community -✓✓the most common type of community association, where an
owner owns his or her lot and/or living unit and the community owns any common
areas, such as tennis courts and roads for the use and benefit of the lot owners
• proprietary lease -✓✓a rental agreement between a cooperative housing corporation
and a shareholder allowing use of a certain unit in the premises
• public offering statement -✓✓a disclosure statement prepared by a developer that
contains all material facts about a property offered for sale and that must be provided to
a prospective purchaser in accordance with applicable state or federal law
• resolution -✓✓a motion that follows a set format and is formally adopted by the board
of directors