Courtesy Officer    LPT Security Consulting, Risk Assessments, Expert Witness Testimony, Loss Prevention, Training Houston Texas
 

 


Apartment Complex and Gated Communities:
Courtesy Officer vs. Police Officer
What's in a name?

Over the past several years there has been an increasing use of the title "Courtesy Officer" in apartment properties as opposed to some variation of  "Security".  This shift has been prompted by the (unfounded) belief that a job title change could reduce the property's liability and their tenant's expectations.  

The problem lies in the fact that the Courtesy Officer is, by their very nature, a law enforcement officer who is there to provide security functions on the property.  The courts tend to work quickly through the contentions of property management that no "security" is provided even though the primary job requirement of the courtesy officer is that they be currently employed as a police officer.  The fact that they are also provided a reduced rent or rent free apartment in exchange for their services tends to highlight their real purpose.

Courtesy officers provide critical services to the tenants of their properties but the sufficiency of the security provided needs to be clearly reviewed.  One officer cannot adequately provide coverage.  For at least 40 hours a week, they are working their primary job which leaves gaps in property coverage.  While it may be argued that during normal office hours there is staff and maintenance personnel on duty, they still do not possess the powers conveyed upon a police officer.  The foreseeability of crime makes no provision for time of day hence coverage should be managed to cover 24 hours a day, 7 days a week.

Courtesy officers are usually given verbal instructions regarding their duties and responsibilities but seldom is there a written job description.  Property management should create written duties for the Courtesy Officer especially regarding incident reporting or requests for assistance from tenants.  Property management has a duty to know what is occurring on their property.  This is just a normal course of business for the overall operation.  When it comes to "security"-related knowledge, properties tend to shy away from documentation.  No documentation of incidents is bad.  Documentation with no action taken is worse. 

LPT Security Consulting offers a continuing and awareness program for apartment communities that is property and manager-friendly.  For more information click the logo below.

apartment security consulting

The information below can be be found as a Word Document here to allow changes to be made as appropriate.

Courtesy Officer Templates

Courtesy Officer Job Description

My Departmental schedule is:

 

The following activities are required by a Courtesy Officer

1.  Officers are required to have authorization to work for the property from their respective department.

2.  Officers are required to patrol (uniform or plain clothes) the property by foot and vehicle to provide the greatest visible presence on the property. (This means they can’t just drive the perimeter of the property.)

3.  Officers are “on call”.  (This should be detailed as to how they are to be contacted and what their response should be).

4.  Officers are required to be patrolling the property X times per hour/shift/day/week.

5.  During the officer’s patrol the following specific areas will be checked each time to determine if the area is secure:

                 a.       Pool area.  Detail hours and property rules.

b.      Laundry rooms

c.       Fitness Center

d.      Offices

e.      Maintenance storage

f.        All gates.  Gates (drive through and pedestrian) should be numbered.

g.       Lighting:  (Report any lighting needing replacement/improvement.)

h.      Fencing (they will have to observe the entire perimeter fence)

i.         CCTV:  (all that can be observed is if they are pointing where they are supposed to)

6.   Officers will complete a Daily Activity Report (DAR) every day they work.  This report must be turned in daily to the office by _______.

7.  Any incident that requires an arrest or involvement in an investigation of a serious nature should be reported by phone to XXXX.

8.  Officers should take every opportunity to introduce themselves to our tenants.  (This serves two purposes:  foremost it connects the officer to the residents.  Secondly it gives the officer probable cause, in a nice way, to approach people they do not know.)

9.  Officers should randomly walk through the parking lots to observe the interior of vehicles.  Tenants should be reminded to not leave valuables in their cars.  This reminder can be accomplished a number of ways:  notice to all tenants, emails, official reminder by officer in the way of a “We noticed…We Care” as a way to remind tenants to not leave things in their cars.

10.  Officer will meet with patrol officers of the patrol district of our property each month. (This should be documented).

11.  Officer will attend all resident meetings.

12.  Officer will attend staff meetings as directed.

13.  Vacation schedule will be provided at least 2 weeks in advance.  (What do you do about coverage?).

14.  Officers will complete a Monthly Activity Report and submit to ________ the first day of each month.

15.  Courtesy officers will analyze crime trends within the property on an ongoing basis and submit observations and recommendations to the Property Manager.  (This analysis involves tracking the various crimes as to Day of Week, Time of Day, and location within the property.  A plot of the property should be used to mark the locations of burglaries, car break ins, etc on a continuous basis.  This information can be shared with the property’s Crime Watch and other residents.  Burglaries occur primarily during daytime hours.  Crimes against people are more likely to occur at night.)

.                          Signed_______________________________   Date____________________

Developing a Daily Activity Report

If any security personnel are utilized, a DAR should be in place.  Guard companies should have their own company version however a property may have proprietary security guards or Courtesy Officers.  Regardless, there needs to be a mechanism in place that documents their time and activity.

Below are three templates that are fairly common formats.  A spiral notebook would suffice as long as every day is documented and there is a documented supervisory/management review of each day.  Notebooks however, when lost, lose all documentation.

The report’s primary purpose is accountability.  It is virtually the only method one can ensure the officer is properly performing their duties.  The report itself can as generic or detailed as needed for the position.  Three versions are offered below.

Version I

This version outlines some specific areas that are required to be checked each time the officer patrols the property.  It is recommended that specific areas to be checked (i.e. pool) be listed individually to ensure consistency.  The report can be formatted any number of ways to capture the information required.  While checking the same things each and every time may seem redundant, the consistency of duties performed is vital to managing security personnel.  The time should be shown as to when each area was checked.

Version II

This version is fairly straightforward.  The security person documents the time they conduct any activity (patrol, checking buildings, light checks).  This format is more likely to leave to chance that critical functions could be overlooked especially if a fill-in person is working.  Regardless, detail is important when completing these reports.  They will be critical in the event of litigation or in assuring that the person is doing as directed.

 Version III

This is a mix of both formats.

 

Report Distribution

·         Daily Activity Reports:  A copy is maintained by the Courtesy Officer and a copy is given to the Property Manager each day.

·         Serious Incidents:  Whether there is a separate document for serious incidents or they are recorded within a Daily Activity Report a copy should be forwarded to the District Manager and Corporate Offices.  Internal written policy should be in place to establish the proper protocol.

Monthly Activity Report:  A copy is maintained by the Courtesy Officer and distributed to the Property Manager, District Manager, and Corporate Offices.

DAILY ACTIVITY REPORT

Version I

Date:_______________                Officer:_______________________

Time

Comments

 

Pool area.  (Detail hours and property rules.)________

Laundry rooms_______

Fitness Center_______

Offices_______

Playground_____

Maintenance storage_______

All gates.  Gates (drive through and pedestrian)_______

CCTV_______

Lights

 

 

 

Fencing

 

 

 

Vehicles

 

 

Windows

 

 

Vacant Apartments

 

 

DAILY ACTIVITY REPORT
Version II

Date:____/_______/_____                                           Officer_____________________________

Hours worked:  ________ to ________

Time

Comments

 

 

 

 

 

 

 

 

Comments:_____________________________________________________________

 (Revised xxxx)                             Reviewed by________________________        Page ___ of ___

DAILY ACTIVITY REPORT
Version III

Date:_______________                      Officer:_______________________

Time

Comments

 

Pool area.  (Detail hours and property rules.)________

Laundry rooms_______

Fitness Center_______

Offices_______

Maintenance storage_______

All gates.  Gates (drive through and pedestrian)_______

Lights_______

Fencing_______

CCTV_______

1700

Met with management in office and discussed any new concerns or issues.

1900

All areas secure.  One parking lot light out on SE lot, directly in front of apartment 118.

1930

Patrolled Phase II and all was secure.  Observed no unusual activity

2130

I observed a vehicle draft behind a tenant entering gate 1.  The car, a 2002 Escort, was driving slowly through the parking lot and did not park.  I stopped the driver and identified myself.  The driver, John Doe, 1234 Main St, said he was looking for a friend’s apartment, #1122.  The friend’s name was Sally.  I advised him we did not have an apartment by that number and he did not know Sally’s last name.  I advised him to leave the premises.   2002 Ford Escort, Blue. TX 123XYZ

2300

No unusual activity

0100

Off duty

(Revised xxxx)                             Reviewed by________________________                         Page ___ of ___

When the officer’s job description is structured and there are certain activities that must be completed each month, there should be a method to document that those were successfully completed.  This report should be submitted by the first day of each month.

 Monthly Activity Report

Sample

1.  Met with area patrol officers. (Decide if this is to be certain or all shifts).______________

2.  Participated in community crime watch meeting._______________.

3.  Distributed reminders about property left in vehicles.____________.

4.  Obtained police incident reports for all serious crimes on property__________.

5.  Reviewed area crime statistics.______________________.

6.  Reviewed Community bulletin boards to ensure crime prevention tips are current_____.

Criminal Activity (Based on their review of crime statistics of the property)

Burglary______  Auto Theft______   Burglary of vehicles_____  Criminal Mischief______ 

Robbery_____   Aggravated Assault______  Murder _____  Sexual Assault______

Other______ 

 

Recommendations:  _________________________________________________________

Submitted by:_____________  Date______________

Reviewed by:_____________  Date______________

Copy to District Manager  Date:__________  Copy to Corporate Offices  Date:________

 Revised Date:__________

Incident Reporting By Tenants

Tenants should be encouraged on a regular basis to report any crimes that they may have experienced.  Reports should be a formal document that is maintained in a binder.  A copy should be placed in the tenant’s file.  It is not recommended that the only copy of the report be kept in the tenant’s file.  Check with your legal department on the length of retention.

Reporting Methods

A template can be placed on the property’s web site so the tenant can print the document and fill out.  This however requires the tenant to hand deliver the report to the office.  This same template can be developed to allow the tenant to fill out the form and then electronically send the report to the office.  It should be recognized from the beginning that this electronically transmitted form will be used for many things other than the intended purpose.

Many properties require a tenant to create a written report in person at the office to report a crime.  Tenants may also be required to produce a copy of a police report as “verification” of the crime.  Placing burdensome requirements on tenants defeats the purpose:  you want the information about crime that occurs on your property.  Certain crimes such as sexual assault and murder will naturally prove to be problematic with strict reporting requirements.  Information regardless of its source is vital to crafting appropriate crime prevention measures.  Claiming no knowledge of crime unless “properly reported” by a tenant will hold no water in a litigation setting.  Consider all reports of crime from tenants as valid.  It is not the responsibility of the management to determine if any or all of the information is valid/accurate.  Have the tenant provide the case number assigned to it by the police department.  If it was not reported to the police, notate as such on the report.  Management has equal access to police reports through Open Records Requests.  If the incident is of such a nature to require a copy of that report, it can be requested directly.

Providing Notice to Tenants

Criminal activity information should be provided to all tenants.  Notification should be prompt and bilingual.  Notices can be issued in a number of ways but perhaps the most convenient is at common locations such as mail boxes, exercise rooms, pools, and laundry areas.  A mix of methods ensures the widest notification such as the use of email and notices.  Crime notices should be maintained in a single file.  Check with your Legal Department regarding retention policies.

This template can be be found as a Word Document here to allow changes to be made as appropriate.

LPT Security Consulting is licensed by the Texas Department of Public Safety under Security Consulting Company License  C15227.

Better Business Bureau. Houston, Texas.  LPT Security Consulting

 

 

 

 

The rIGHT FIT for your Litigation and Consulting needs.

 LPT Security Consulting   Expert Witness  Security Consultant


 
LPT Security Consulting
713.899.2402
.
 

 

 

LPT Security Consulting © 2010
pat.murphy@lptoday.com     713.899.2402
Houston, Texas
Included content is not intended as legal advice and is based on a
reasonable degree of professional certainty.

LPT Security Consulting is licensed under the Texas Department of Public Safety, Bureau of Private Security Lic # C15227