Portal Account HowTos for ARC Committees

ARC Committee Portal Training Session Recording – 09/26/22 2p

ARC Committee Members: 

ARC Committee Member Topical Tutorials:

Step-By-Step:  The ARC Review and Decision Process

  • The application will sit in the ‘ARC Review’ step awaiting response from the Board or ARC Committee until that group takes one of these steps in the portal:
    • ARC Decision – Approved: Used when approval received “as submitted”
      • Next step options would include:
        • Approved: will automatically generate the approval letter, send email to the homeowner, and close the action item.
        • Approved -Pending Inspection: only used for those communities that inspect upon completion. This will send an approval letter, email to homeowner, and sit in this step for 30 days.
        • *Complete – Approved: Rarely used, will close the action item WITHOUT letter or email to homeowner
        • * VOID: Will remove from records  
    •  ARC Decision – Approved with Conditions: Used when approved with conditions or stipulations. NOTE: The conditions are added to the ‘Action Item Note’ to be inserted in the automatic email and letter.
      • Next step options could include:
        • – Approved with Conditions: will automatically generate the approval letter, send email to the homeowner, and close the action item. NOTE: The conditions are added to the ‘Action Item Note’ to be inserted in the automatic email and letter.
        • – Approved -Pending Inspection: only used for those communities that inspect upon completion. This will send an approval letter, email to homeowner, and sit in this step for 30 days.
        • * – Complete – Approved: Rarely used, will close the action item WITHOUT letter or email to homeowner
        • * VOID: Will remove from records
    •  ARC Decision – More info Needed: Used when the Board/Committee has responded that additional information is needed. The additional information needed should be added to the ‘Action Item Note’ to be inserted in the automatic email and letter.
      • Next step option could include:
        • Request More Information: an automatic email is sent to the homeowner asking for this additional information.
          • NOTE: This is a closing step. When sending to this Step the Action Item will close, and only reopen if the Owner replies.
        • * VOID: Will remove from records
    •  ARC Decision – Denied: Used when application is denied by Committee/Board. The reason for the denial should be added to the ‘Action Item Note’ to be inserted in the automatic email and letter.
      • Next step options would include:
        • * Denied Application: will automatically generate the disapproval letter, send email to the homeowner, and close the action item. . The reason for the denial should be added to the ‘Action Item Note’ to be inserted in the automatic email and letter.
        • * Complete – Denied: Rarely used, will close the action item WITHOUT letter or email to homeowner
        • * VOID: Will remove from records

Now that you know how to step through an ARC request, be on the lookout for your first one to come through for review!

CMA Owner Portal