Instructor Guide Risk Management LIMITS OF LIABILITY AND DISCLAIMER OF WARRANTY © 2011 by the National Apartment Association, 4300 Wilson Boulevard Suite 400 Arlington, VA 22203. All rights reserved. The course materials or any part thereof may not be reproduced, stored in a retrieval system, or transmitted, in any form or by any means—graphic, electronic, or mechanical, including photocopying, recording, or otherwise, without the prior written permission of the National Apartment Association Education Institute (NAAEI). NAA retains copyright to the original materials and to any translation to other languages and any audio or video reproduction, or other electronic means, including reproductions authorized to accommodate individual requests based on religious or medical deferments from classroom participation. DISCLAIMERS Although NAAEI programs provide general information on apartment management practices, NAAEI does not guarantee the information offered in its programs is applicable in all jurisdictions or that programs contain a complete statement of all information essential to proper apartment management in a given area. NAAEI, therefore, encourages attendees to seek competent professional advice with respect to specific problems that may arise. NAAEI, their instructors, agents, and employees assume no responsibility or liability for the consequences of an attendee’s reliance on and application of program contents or materials in specific situations. Though some of the information used in scenarios and examples may resemble true circumstances, the details are fictitious. Any similarity to real properties is purely coincidental. Forms, documents, and other exhibits in the course books are samples only; NAAEI does not necessarily endorse their use. Because of varying state and local laws and company policies, competent advice should be sought in the use of any form, document, or exhibit. POLICY STATEMENT REGARDING THE USE OF RECORDING DEVICES, AUDIO VISUAL EQUIPMENT, AND OTHER MEANS OF REPRODUCTION OR RECORDING OF THE “CERTIFIED APARTMENT SUPPLIER” MATERIALS All program contents and materials are the property of the National Apartment Association Education Institute, which strictly prohibits reproduction of program contents or materials in any form without the prior written consent. Except as expressly authorized in writing in advance, no video or audio recording of NAAEI programs or photocopying of “Certified Apartment Supplier” materials is permitted. Authorized recording of programs or duplication of materials may be done only by the instructor on site. © 2011 National Apartment Association ACKNOWLEDGMENTS SUBJECT MATTER EXPERTS The NAA Education Institute wishes to thank the following apartment industry professionals for contributing their time and expertise to the rewrite of the Certified Apartment Supplier program: Lead Subject Matter Expert Howard L. Campbell, Ph.D. Assistant Professor College of Applied Sciences & Technology Ball State University Residential Property Management Program 150 Applied Technology Building Muncie, IN 47306 765/285-2255 [email protected] KEY CONTRIBUTORS • David Jolley, CAMT • Fisher & Phillips, LLP • Kimball, Tirey, and St. John, LLP © 2011 National Apartment Association Course 7: Risk Management Instructor’s Guide Course Information Course length This course will take approximately 5.5 hours, excluding breaks and lunch. Estimated The estimated time for the lessons in this course is as follows. Time for time lunch (45 minutes to an hour) and short (10 minute) morning and afternoon breaks are not reflected here, but should be planned. Topic Estimated Time (minutes) Welcome/Introductions 10 Introduction to Risk Management 45 Minimizing Risks to Residents 75 Minimizing Risk to Staff 60 Handling Emergencies 75 Liability and Insurance 45 Activities Activities are exercises covering part of a chapter that require participants to use specific chapter content, which aids in comprehension and memory. They are in the Activities Tab of the Participant Guide. Instructions for setup and debrief points are provided in this guide for you. Many of the Activities are to be completed in pairs or groups. Chapter Skill Skill Checks are completed at the end of each Chapter. They are similar to Checks the Activities, but are broader and address content from the entire chapter. Chapter Skill Checks help the participants review the material and check their own progress by determining how much they knew from memory versus how much they had to look up in the Participant Guide. Skill Checks are in the Skill Check Tab of the Participant Guide. Instructions for setup and debrief points are provided in this guide for you. Skill Checks are completed open-book, sometimes individually and sometimes in pairs or groups. Continued on next page © 2011 National Apartment Association 2 Course 7: Risk Management Instructor’s Guide Course Information, Continued Course There is a comprehensive 200-question, multiple-choice exam at the completion of the CAS coursework. The exam is timed for 2 hours and 30 minutes. The exam can be taken at any time through the following Web site: www.castleworldwide.com/naaei. Please keep in mind that participants will not be able to access the online exam until they are eligible. Participants will need an eligibility code to access the exam. The eligibility codes will be distributed by the local apartment association after completion of the required coursework. Upon completion of the NAAEI exams, participants will receive their results immediately. All participants will receive diagnostic information on their performance in the major content areas of CAS. If a participant passes their exam, they will receive a passing notice. If participants do not pass the exam, they will receive their score report, in addition to a profile of their strengths and weaknesses based on the sections included in the exam. Participants who do not pass the exam, may take the exam again after 7 days for a $30 fee. Continued on next page © 2011 National Apartment Association 3 Course 7: Risk Management Instructor’s Guide Course Information, Continued Required The passing requirement is 70%. If participants fail the exam, they may grade for retake the exam after 7 days for a $30 fee. exam © 2011 National Apartment Association 4 Course 7: Risk Management Instructor’s Guide Instructor Preparation Materials The printed materials needed for this class include the following: needed • Risk Management Participant Guide for each participant and one for yourself • Risk Management Instructor’s Guide for yourself • PowerPoint slides for Course 7: Risk Management • Sign-in form (to be turned in to the affiliate office at the end of class) • Skill Checks for Course 7: Risk Management • Answer Keys to Skill Checks for Course 7: Risk Management • Course Handouts #1-5 • Copies of sample evacuation plans taken from the “Emergency Response Plan model for Apartment Buildings”, pages 13-16 that may be found on the NAA Web site. Your prep Be sure that you review the materials for class and prepare in advance. The time Instructor’s Guide and slides are intended to be used along with the Participant Guide as a way for you to take the participants through the material and to manage the classroom stories, activities and skill checks. You should plan on spending several hours preparing to teach the class, particularly if you have not taught this course using these materials in the past. Equipment The equipment needed in the training room includes the following: needed • Flipchart or whiteboard with stand and markers • Computer with LCD to project PowerPoint slides Note: If the slides have been made into transparencies, you will need an overhead projector instead. Also, if the photo slides, numbers 23-28, do not reproduce well on transparencies, then omit Activity #3. • Microphone or sound system (if necessary) Continued on next page © 2011 National Apartment Association 5 Course 7: Risk Management Instructor’s Guide Instructor Preparation, Continued Room Prior to the training, be sure that the room has: requirement • Seating that allows for the number of participants to be seated comfortably and still be able to see the flipchart and slides from all seats • Tabletops or desks for writing • Controllable thermostats and lighting Logistics Prior to the training, be sure to confirm or to find out the following: • Date and time of the class • Venue for the class • Room number/location • Location of rest rooms, telephones, kitchen facilities, etc. • Location of emergency exits © 2011 National Apartment Association 6 Course 7: Risk Management Instructor’s Guide Using This Guide Introduction This instructor’s guide has been prepared to help you manage the information for this class as well as to help make the class more consistent at all locations nationwide. Topics You will notice that the topic being discussed is labeled at the top of each page. The content in this guide is different than what participants are looking at in their participant guides, but references to page numbers that they should be looking at are provided here to help you keep track of where they are. You will need to have the Participant Guide in front of you, to be able to see what they are looking at as well. Timing The timing in this guide is provided as a guideline. Each class is different, and it is up to you to be able to manage the time so that you do not run over the allotted limits. This will ensure that you are able to cover all the materials that participants need to know in order to pass the exam. Hints If there is a mix of students who are quick and slow, or if someone is telling a lengthy story or asking a lot of questions that require time-consuming answers, you will have to decide at what point to move things along. Other hints include: • offering to discuss things further after class • explaining that something being brought up now will actually be covered later in the material • explaining that although everyone may not be finished, you need to move on but will be available to help with any questions after class • using a “parking lot” for issues that come up that you don’t want to forget about but that can’t be discussed right then. Instructor’s Anything that you should say word-for-word is bolded and bulleted. Things talking points that are instructions to you are in regular font and not bulleted. Continued on next page © 2011 National Apartment Association 7