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Director Training Modules

The Condominium Director Training Program is provided by the Condominium Authority of Ontario (CAO). The Condominium Authority of Ontario (CAO) is responsible for designating the training courses that directors who are appointed, elected, or re-elected on or after November 1, 2017 must complete. This training will assist condo boards in understanding their obligations, establishing best practices for good governance and fostering a positive community culture.

Director Training Modules

This free training is also open to all members of the condo community and the public.

The training program’s learning path consists of six parts, with each one addressing an important area of knowledge for board directors. Within each part is a series of modules covering specific topics.

Director Training Modules

The learning path’s six parts are:

Understanding the Condominium Corporation & Its Legal Framework

Module 1: The Fundamentals of Condominium Corporations

Specific learning objectives:

  1. Describe what condominiums are
  2. Describe how condominiums are created
  3. Describe how condominiums are run

Module 2: The Legal Framework Governing Condominiums

Specific learning objectives:

  1. Describe the purpose of the Condominium Act, 1998, Declarations, by-laws, rules, and policies
  2. Describe how these documents govern condominiums
  3. Describe how these documents are amended
  4. Identify other pieces of legislation that affect how condominiums are run
Understanding Different Types of Meetings, Practical Tools for Effective Governance & Record Keeping Responsibilities

Module 3: The Role of Directors &Their Key Responsibilities

Specific learning objectives:

  1. Describe the role of a director
  2. Explain the statutory obligations and corporate governance principles that guide directors

Module 4: Effective Leadership: Creating Strong Condominium Communities

Specific learning objectives:

  1. Maintain healthy relationships with owners, residents, board members, and condominium managers
  2. Identify strategies for engaging owners and residents
  3. Foster positive outcomes when issues or conflicts arise

Module 5: Board Meetings and Owners’ Meetings

Specific learning objectives:

  1. Describe directors’ roles and responsibilities with respect to board meetings and meetings for owners
  2. Describe the general rules of conduct for directors at board meetings
  3. Describe the board’s legal obligations when conducting owners’ meetings

Module 6: Requisitioned Meetings

Specific learning objectives:

  1. Define a requisitioned meeting of owners
  2. Describe the various procedures and obligations related to calling a requisitioned meeting of owners

Module 7: Best Practices for Conducting Owners’ Meetings

Specific learning objectives:

  1. Describe best practices with respect to conducting owners’ meetings
  2. Understand what the Condominium Act, 1998 requires in conducting owners’ meetings

Module 8: Obligations Regarding Corporate Records

Specific learning objectives:

  1. Describe the types of corporate records that the condominium must keep
  2. Describe the requirements related to the retention periods for corporate records
  3. Describe the process, timing and costs for providing access to corporate records
The Roles of the Board in Managing the Condominium’s Finances

Module 9: Financial Fundamentals

Specific learning objectives:

  1. Describe financial fundamentals for a condominium corporation
  2. Describe the board’s obligations in overseeing the finances of the condominium on behalf of all owners

Module 10: Reserve Funds and Reserve Fund Studies

Specific learning objectives:

  1. Describe the responsibilities of a condo director in obtaining a reserve fund study
  2. Take the necessary steps to establish a plan for maintaining an adequate reserve fund balance

Module 11: Auditors and Annual Statements

Specific learning objectives:

  1. Understand the value and purpose of an audit
  2. Describe who can be appointed as an auditor & their role
  3. Understand an auditor’s obligations to owners, including the information that should be provided in financial statements and auditor’s reports

Module 12: Collection & Liens

Specific learning objectives:

  1. Describe the processes available to condominiums to ensure that all owners pay their share of common expenses
  2. Describe the collections and lien process

Module 13: Insurance

Specific learning objectives:

  1. Describe the types of insurance that a condominium must maintain
  2. Understand how insurance claim payments must be used
  3. Identify the board’s obligations to provide insurance information to owners
The Role and Responsibility of the Board

Module 14: Modifications to the Common Elements

Specific learning objectives:

  1. Describe the process to be followed by a condominium when it wishes to make modifications to the common elements
  2. Describe the process to be followed by unit owners who wish to make modifications to the common elements within or near their units

Module 15: Repair and Maintenance​

Specific learning objectives:

  1. Describe sections 89 to 92 of the Condominium Act, 1998 related to Repair and Maintenance of the condominium
  2. Describe the obligations of unit owners and the condominium to repair and maintain the common elements and units in the condominium
  3. Know where to find information on responsibility for repair and maintenance of a condominium

Module 16: Procurement Processes and Best Practices

Specific learning objectives:

  1. Describe the reasons why procurement processes are important for the condominium
  2. Identify procurement best practices for:
    1. One-off, major contracts
    2. One-off, minor contracts
    3. On-going contracts
Information Sharing by the Board

Module 17: Information Certificates

Specific learning objectives:

  1. Describe the board’s obligations regarding information certificates
  2. Describe the purposes of the different information certificates
  3. Describe the requirements for providing information certificates to owners

Module 18: Status Certificates

Specific learning objectives:

  1. Describe what a status certificate is
  2. Describe the purpose of a status certificate
  3. Describe the process and requirements related to a request for a status certificate
The Condominium Authority of Ontario, The Condominium Authority Tribunal and The Condominium Management Regulatory Authority of Ontario

Module 19: The Condominium Authority of Ontario

Specific learning objectives:

  1. Describe the purpose of the CAO
  2. Describe condominium registration and annual returns
  3. Describe director training and issue resolution services

Module 20: The Condo Authority Tribunal

Specific learning objectives:

  1. Describe the services of the Condominium Authority Tribunal (CAT)
  2. Identify the scope of disputes which can be brought before the CAT
  3. Define what users need to know about using the Cat’s services

Module 21: Understanding Condominium Management

Specific learning objectives:

  1. Describe the role of the Condominium Management Regulatory Authority of Ontario
  2. Describe the licensing requirements for condominium management firms and managers
  3. Define condominium management services and options available to condominiums

Director Training Modules

Accessibility

Individuals who prefer to read the information contained in the modules can review the transcripts. This feature can be accessed in the beginning of each module by clicking on the Closed Captioning Tab. Additional accessibility instructions can be found within each module.

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