START A CIVIC OR COMMUNITY ASSOCIATION

Montgomery County Civic Federation, Inc.

WHAT IS A CIVIC ASSOCIATION?


A civic, citizens, or community association is a group of individuals who live in the same area or neighborhood.  Because of their proximity, these neighbors often have shared interests and common concerns.  An association may include homeowners, renters, apartment residents, business owners, school parents, religious congregations, parents and other caregivers, and members of nonprofit organizations.

If you are considering starting a neighborhood group, your first step should be to discover if your neighborhood has had an active community association in the past.  Montgomery County maintains a list of contacts for homeowners and civic associations on its website.  Its interactive map tool allows you to search for HOA/CA groups in the County and generate mailing lists.  The link below will take you there.

VIEW ALL COUNTY CIVIC ASSOCIATIONS

BENEFITS OF A CIVIC ASSOCIATION


  • Foster a sense of identity.  A sense of common identity among members can be established by meeting regularly to accomplish common goals and maintained though a range of activities including networking, social events, advocacy, and volunteerism.
  • Facilitate communication.  Information can also be provided efficiently to a greater number of neighbors, resulting in a benefit to the community as a whole.  Meetings provide opportunities for members to discuss issues and work toward resolving problems.
  • Build relationships.  A community association is one of the best ways to build relationships between neighbors.  Association meetings provide an opportunity to get to know your neighbor through social activities.  Building relationships helps neighbors become familiar with each other’s needs and interests and become more supportive in problem solving.
  • Create an organized, unified voice.  Through a community association, your neighborhood has a unified voice in County government and helps with identifying issues, creating partnerships, and setting priorities.  County services can often be provided to your community more efficiently through an association.
  • Improve neighborhoods.  Residents of your community can work through the civic association and County staff to develop long-range beautification and improvement projects.

THE IMPETUS


There’s nothing like a perceived threat to a neighborhood to rally a community to action.  Indeed, that is how many civic associations get started!  If you don’t know how your neighbors stand on an issue, you first need to find out.  This information should assist you in developing strategies for communication, outreach, and community building.  You also can reach out to partner with existing groups that have similar goals or represent the same community.

How to do that?  It’s laborious to conduct a house-by-house survey to identify neighborhood issues, but it can be done.  Your best bet, if you don’t have a neighborhood listserv yet, is to set one up, then distribute by hand to each home a notice about the new association and how neighbors can join both the association and the new listserv.  Some listservs include a simple survey form you can set up, or you can use a free online survey (samples linked below) to design and deliver an on-line survey, but you will still need a way to let your neighbors know about it.  (See “Best Practices in Communication” link below.]

BEST PRACTICES IN COMMUNICATIONS SURVEY MONKEY FREE ONLINE SURVEYS

STARTING AN ASSOCIATION


Respondents to your survey or who join your listserv can become the organizing committee, which can help with:

  • Selecting an interim group leader
  • Suggesting topics for agenda/goals of the organization
  • Establishing a place for meetings — such as a centrally located home, community center, or school — and a time during the week that works best, usually after dinner
  • Setting tentative geographical boundaries and a name for your organization
SAMPLE BYLAWS

DEFINE YOUR GOALS


Carefully and clearly define your association’s goals.  A list of goals is a simple, but important, statement of the organization’s purpose.  Goals should be specific, measurable, realistic, tangible, and — most importantly — achievable.  Remember to keep initial goals flexible enough to change as your membership grows.

Goals for a community association may include:

  • Helping individuals get to know each other by holding social events
  • Organizing issues or educational workshops
  • Advocating for a local ordinance or project
  • Improving the community through neighborhood clean-up days and volunteer activities
  • Raising funds for a community project
  • Forming a Neighborhood Watch to reduce crime

RECRUIT LEADERS


Identifying and developing neighborhood leaders will help spread the workload and provide continuity over time.  People in leadership positions are responsible for coordinating the activities of a group, including activities designed to help the group achieve goals and feel good about working together. A leadership position within a community association is a serious commitment.  A leader:

  • Impacts the association and the neighborhood
  • Possesses the organization’s vision and the ability to build consensus
  • Delegates duties and authority to others
  • Encourages neighbor involvement and maximizes talent
  • Helps the association cultivate future leaders
  • Recognizes the value in rotating leadership among members
BASIC OFFICER JOB DESCRIPTIONS

DEVELOPING EFFECTIVE LEADERS


The task of recruiting and developing leaders is an ongoing activity for all members of the community association.  Sometimes leaders are reluctant to share authority or delegate responsibility.  Part of being a good leader is helping others grow into leadership roles.

  • Search for many potential leaders, not just one or two
  • Encourage people to switch tasks and discover their strengths
  • Remind members to be open to change and bring in new members and leaders
  • Encourage positive and productive communication
  • Delegate responsibility by matching members’ individual needs and strengths with the needs of the group
  • Break big jobs into small parts and assign to different people
  • Focus on goals and achievements, not personalities

COMMUNICATION


Developing avenues of communication is your number one priority!  If your neighbors don’t know what you’re doing, how can they participate?  Here are a few ideas or use the link for further information.

Your association can use a website, listserv, newsletter (printed or online), online blog, podcast, text messaging, nextdoor, and livestreaming your meetings to reach as many neighbors as possible.

Once you’ve set up a website and listserv, you’ll need to let neighbors know about them.  You can get the word out:

  • Distributing flyers or a newsletter by hand
  • Send mailers to all households
  • Talking to neighbors one-on-one and, if possible, informally survey them about wants, needs, and concerns
  • Posting signs at key exits to the neighborhood and at activity centers
  • Identifying other prospective leaders and getting them involved
SEE BEST PRACTICES IN COMMUNICATIONS

CONDUCT REGULAR MEETINGS


It is up to you to determine whether it makes sense to hold meetings annually, quarterly, bi-monthly, or monthly.  Your community’s goals should help in this determination.  Regular and predictable meetings will help your association and membership stay involved and focused on the organization’s goals.  (See the Best Practices page for exceptions.)

Your conduct of association meetings matters.  Efficient and organized meetings will help attract participants and keep them engaged.  The following is a checklist to foster a positive meeting:

  • Select a neutral place to meet
  • Prepare and post an agenda
  • Clearly state the purpose of your meeting on the agenda
  • Start and end on time
  • Keep the meeting moving
  • Provide time for introductions
  • Encourage participation
  • Summarize the conversation frequently
  • Stress cooperation, not conflict
  • Summarize decisions reached
  • Point out differences not yet resolved
  • State ideas positively and show their relation to the overall issue
  • Use consistent rules — such as Robert’s Rules of Order — to add structure to deliberations
  • Outline future actions and get commitments for follow through
  • Set the next meeting date, time, and place.
For tips on efficient speaking and listening when chairing a meeting, see the link below.

BEST PRACTICES IN COMMUNICATIONS OVERALL BEST PRACTICES ROBERT’S RULES OF ORDER

YOUR FIRST MEETING


The purpose of the first meeting is to introduce the fledgling association to your neighbors.  The format should motivate the community not just to attend, but to encourage continued involvement. Some ideas for a first meeting include:

  • Invite a well known speaker.  Local elected or appointed officials are always good choices.  Other speakers could include a local author or a media personality.
  • Provide food.  A summer cookout is a family-friendly option.  Choose a nearby park, or at mid-block.
  • Discuss a current problem.  Nothing motivates better than crisis.  Make sure that you’ve invited partners likely to help you resolve the problem.
  • Provide language interpretation.  This may help draw in members of your community that speak other languages and/or whose first language is not English. 

FIRST MEETING DO’S AND DON’TS


  • DO provide name-tags to help new residents get to know each other
  • DO keep the agenda light and focused on relationship building
  • DO focus on identifying issues of concern
  • DO ask for volunteers to research issues and report back
  • DO emphasize the value of organization vs. individual action
  • DON’T forget to offer food and provide a pleasant atmosphere
  • DON’T cast the meeting as a debate or vote on particular solutions.
  • DON’T get bogged down in conflicts between individuals

BUILD MEMBERSHIP


Don’t inadvertently restrict your numbers by having membership forms and sign up sheets only at meetings.  In order to maximize your membership potential, be everywhere your neighbors are.

  • Have volunteers go door to door.  This can be a week-long effort or one-day blitz. Consider having a membership drive and then sponsoring a party that same day for volunteers to have fun and share experiences.
  • Arm volunteers with printed materials.  This can be a simple letter from the group’s President that explains your neighborhood organization along with details of upcoming activities.  Materials may also include information on municipal services and programs available in the area.  Also, volunteers should carry membership forms with them and offer both immediate and mail-in membership opportunities.
  • Develop a block leader network.  Block leaders can pass out flyers and newsletters, welcome new residents, serve as a conduit for specific problems on the block, and place volunteers in activities.  Work with organized Block Watches to promote safety within your community.
  • Members can also be found at community gatherings.  Sponsor a booth at a community festival or event.  This is a great opportunity to talk to people in your area.  Remember to have information and membership sign-up sheets at your booth. 

ESTABLISH RULES


The fundamental purposes of community associations are to provide a basis for protecting members’ equity in the community and a framework within which people can make decisions.  Specific purposes of rules and regulations include:

  • Enforcing the community’s bylaws and policies in a fair and diplomatic way
  • Protecting, enhancing, and promoting the purposes of the association as stated in the legal documents
  • Restricting and governing the use of the common areas and amenities
  • Establishing architectural guidelines and controls for aesthetic value
  • Establishing rules for the use of facilities by owners, guests, and tenants
  • Amplifying, expanding, clarifying, and interpreting the broad restrictions in the association’s governing documents
  • Protecting and preserving the property and assets of the association and the owners
SAMPLE BYLAWS

Robert’s Rules of Order provides for constructive and democratic meetings, to help, not hinder, the business of the Board.  Under no circumstances should “undue strictness” to these rules be allowed to intimidate members or limit full participation.

ROBERT’S RULES

BUDGET


Community associations often charge fees to their membership.  Depending on the association, the assessments may be paid monthly, quarterly, or annually.  When determining dues amount, keep in mind that fees can be a barrier to participation for some in your community. At a minimum, fees should cover such costs as:

  • Printing materials
  • Website hosting
  • Food and drinks for meetings
  • Room rentals
  • Insurance
Some associations offer expanded services to their communities.  These fees may be optional to those who opt to receive them.  Expanded services can include:
  • Landscape and maintenance of common areas
  • Social Activities
  • Security patrols
  • Fees for amenities (pool, tennis court, golf course, exercise room, etc.)

TREASURER’S REPORTS


An annual budget report is usually approved at the annual meeting of the association and clearly identifies itemized expenses and income for the prior year.  Many associations distribute the annual budget of the association and make it available through the Treasurer of the association, as required by the bylaws.

TREASURER TIPS


  • Open an account with a local bank
  • Hire an accountant to audit finances annually
  • Require a second signature to act as a security measure and prevent fraud
  • Determine fees/dues, based on actual needs
  • Consider setting up recurring automatic payment reminders for member dues

TAX-EXEMPT STATUS


File for 501(c)(4) Tax-Exempt Status
A community association should consider tax-exempt status by filing for 501(c)(4) status with the IRS.  To be eligible, a civic organization must be operated exclusively for the promotion of social welfare and not organized for profit.  Unlike 501(c)3 status (below), an 501(c))4) organization may be politically active.  Also, contributions to a 501(c)(4) are not deductible.

IRS RULES FOR 501(C)(4)

Consider 501(c)(3) Tax-Exempt Status
A key reason communities choose to establish a 501(c))3) is to create a foundation for raising money for a community improvement project or charitable activity such as:

  • Purchasing recreation center improvements or equipment
  • Funding an aging-in-place initiative
  • Establishing a local school foundation
IRS RULES FOR 501(C)(3)

LEGAL SUPPORT


Local bar associations may be able to direct associations to pro bono or reduced-cost legal services from lawyers experienced in the nonprofit sector.  In Montgomery County, contact the Maryland County Bar Foundation (MCBF) Pro Bono Program at 301.424.7651 if you are looking for assistance.

MCBF PRO BONO PROGRAM

RAISING FUNDS


  1. Set a fundraising goal
  2. Watch for hidden costs
  3. Give yourself and your group time to prepare
  4. Set up specific timeframes and stick to them
  5. Consider using recurring automatic payments for dues
  6. Conduct fewer and more effective programs
  7. Stay motivated throughout the program by focusing on your goal
  8. Communicate clearly with all parties involved in the fundraiser before, during, and after the program
  9. Recruit volunteers ahead of time
  10. Have fun!

BUILDING CONSENSUS


The goal of consensus building is to get individuals who hold different views on an issue to share information and negotiate to arrive at a mutually acceptable course of action.  Consensus is not always possible in every situation but is a desirable goal, particularly in communities.  A majority vote does not represent a consensus.

Begin building consensus by asking each individual for their opinion.  For consensus to work, each should be willing to accept less than everything they want in order to help the association toward its goal.

Keep in mind the following tips to help your community reach consensus:

  • Rank problems and/or solutions
  • Brainstorm to help generate ideas in a short period of time
  • Encourage interaction in meetings, which may result in a consensus
  • Use negotiation techniques
  • Create a focus group to help describe the problem or define others’ perception

MANAGING CONFLICT


Conflict can be daunting for a community association to address.  Conflicts between neighbors can be particularly uncomfortable.  Some community associations make it a point to avoid issues that split the community and pit neighbor against neighbor.  It is important that any conflict is addressed immediately to prevent damage to personal relationships.  Disagreements among association members can be an opportunity for growth, change and new understanding.

Many disagreements can be resolved with mediation.  A few suggestions to help manage conflict include:

  • Talk directly to one another, face to face.  Direct conversation is more effective than sending a letter or complaining to someone else.
  • Choose the right time and place to talk.  Find a neutral place where you can both talk undisturbed for as long as it takes.  Approach the other person and ask if you can set up a convenient time to talk.
  • Don’t blame or call names.  If you make the other person angry, they are less likely to be calm with you.
  • Listen to the other person.  Give them a chance to tell their side of the story completely.  Although you may not agree with what is being said, show that you are listening by saying you hear what they are saying and that you are glad you are discussing the problem together.
  • Negotiate a solution.  Ask, “What can we do to improve the situation for both of us?” or “What can we do to resolve our differences?”
  • Check back with each other.  Ask the other person, “Is this working for you?”
Need Help Resolving Conflict?
Consider contacting:
  • Mid-County Regional Services Center, 240.777.8100
  • Conflict Resolution Center of Montgomery County, 301.942.7700

ADDRESSING ISSUES IN YOUR COMMUNITY


Issues emerge in every community, hence it is important to know the steps to address your concerns.  If the concerns relate to county services, it is important to first document the concern by calling 311.

311 is Montgomery County’s phone number for non-emergency government information and services.  For emergency calls, residents should continue to call 911.  Complaints and service requests can also be completed online.

MC311 CUSTOMER SERVICE CENTER

If concerns are not being addressed, the following resources are available to you:

  • Contact the Mid-County Regional Services Director.  They can assist you in finding the right contact and/or information related to your concern, especially as it pertains to county departments that should be involved in addressing the issue at hand.
  • Contact your elected official.  Both your district and at-large councilmembers are available to listen and understand your concerns.  They will forward your information to county departments involved.

    MONTGOMERY COUNTY COUNCIL MONTGOMERY COUNTY EXECUTIVE
  • File an individual complaint with the appropriate department.  If you know specifically who to contact, please go to the county website to find that department and file a complaint.  Many departments have a complaint or concern feature on their websites to list a complaint either confidentially or anonymously.

    MONTGOMERY COUNTY WEBSITE