2022 2nd Edition Serving NC
MARATHONALL-AMERICANTHANKYOU2022 The Chapter President
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The Board of Directors and our chapter staff have been hard at work establishing our new volunteer groups. I’m very pleased to announce that we done an amazing job filling our volunteer positions! But there are still plenty of opportunities available for you to volunteer. We’ve worked hard to structure the volunteer groups so they fit a wide variety of needs throughout the Chapter and there is a position for everyone. Whether you choose to volunteer with one of our four Metro Engagement Teams or new Membership Development Committee or Recognitions Committee, there's a fit for you!! If you have not taken a moment to learn about the volunteer positions that are available, I encourage you to go to our website and take a look. We can always use more Asvolunteers!youhave most likely heard, the North Carolina Legislative Action Committee (NC LAC) has been hard at work. We have many Chapter volunteers who have spent quite a lot of their time and energy to work with the NC LAC and legislators to get some important legislation adopted to assist community associations across our state. Remote meeting legislation went into effect late last year and just this summer we have legislation that corrected the Marketable Title Act concerns that associations were facing. Thank you to all those that worked with and assisted the NC LAC in making this legislation a reality!
Greetings Everyone! I'm excited to be sharing...
I’m excited about the progress our Chapter has taken over the last few months and I know there are great things ahead for us and the community association industry in North Carolina. I look forward to seeing you in Wilmington.
I’m extremely excited about our upcoming annual conference August 25-26 in the beautiful city of Wilmington. It’s our first in person major event since the spring of 2020 and I could not look forward more to see nearly 500 of our members face-to-face! We have some great events planned for our annual conference. If you haven’t participated in a reverse trade show before, you will not want to miss out on this event Thursday afternoon. We’ll also have time Thursday afternoon to visit the expo hall before we attend a welcome back party Thursday evening. Friday will be jam packed with presentations and we’ll end with an ice cream party and some prizes. If you haven’t yet registered for the event, time is short so don’t wait! See pages 12-17 for all the details!
CAI-NC CHAPTER CHAMPION SPONSORS From
Membership
Kathleen L. Scott Monteray Shores Holly Bunch, CMCA, AMS RealManage Matters!
EverlastingSigns
The Airbnb-style apartment building we stayed in for a few days in the heart of Tel Aviv was an experience all its own. Like in many major American cities, a vehicle was more trouble than it was worth. But the ‘neighborhood-y’ feel seemed more pronounced… directions were often expressed as “you’ll know you’re in X area when you see…” not just a landmark but perhaps even a different style of clothing.
Membership does matter! The power of our numbers helps strengthen our voice in the legislature government on your behalf, and a greater member network means more resources and connections for you! CAI-NC welcomed these new members through June 30, 2022. If you know or meet them encourage them to get involved! BUSINESS
Amanda Blomefield, CMCA Russell Property Management
Victoria Mills Robertson,CMCA, AMS CEPCO Dennis Abbott, PCAM FirstService Residential Ryan Walker, CMCA Go Property Management
4 Serving NC 2022 2nd Edition 2022 2nd Edition Serving NC 5 MANAGEMENT COMPANIES
Home is home, wherever it is and whatever it looks like. Whether your guests arrive past machine gunned guards at the airport or tool up on their bicycles or walk next door… may your own “home zone” be a place you’re always glad to call home.
In late spring I had an opportunity to travel a bit far out of my comfort zone- literally. A close family friend was getting married in rural Israel, and we really wanted to share the experience. Candidly I was apprehensive, even though we were freshly “boostered” and the occasional shelling we heard about had abated.
How glad I am that we ventured out of our home zone, where the surroundings are familiar and the living is so- well, convenient. How fascinating it was to share in the joy of a major life event on someone else’s “home turf.” And to see how different home looks and feels in another part of the Ourworld.friend’s home in the countryside is actually more like a compound, with multiple family dwellings concentrated together. And in the cities the density of housing was striking, not that American cities aren’t more and more densely populated but in residential building styles so very unfamiliar the physical confines seemed more striking somehow.
Many such defined communities had both private homes and apartment buildings, something we rarely see in the U.S outside large resorts. And the ‘gated’ aspect was a serious one. No false sense of security here-- the gate attendant paid definite attention to each entering vehicle.
Most memorable for us was how our friend’s Israeli family shared not just their hospitality but their sense of home as something to be shared. “Welcome to our home” meant not just their residence but an expression of much broader welcome… to share in their world.
2022 2nd Edition Serving NC
COMMUNTY ASSOCIATION VOLUNTEER LEADERS Avenue CondominiumResidentialAssociation, Inc., BrookstoneAssociation,BirkdaleCharlotteHomeownersHuntersvilleVillageHOA, Indian HeatherstoneTrail Condominium Owners OwnersSouthcliffHendersonvilleHomeParkAssociation,OldCorollaHomeownersMonterayPinesOwnersMidAssociation,KirkwoodHeydonMooresvilleAssociation,Hall,CharlotteHomeownersChapelHillSouthClubPropertyAssociation,SouthernShoresPUDAssociation,Inc.,NorthStateCommunityNewLondonPlaceofHendersonvilleOwnersAssociation,MasterPropertyAssociation,Fairview Wakefield Plantation Community Association, Raleigh COMMUNITY ASSOCIATION MANAGERS Ms. Jessica Brunelle, Mr.WilmingtonCraigGalloway, Etowah Dr. Jason Wright, Durham Association Management Group, Ms. Joselin Paz, CMCA, CAMS,WilmingtonMr.William Figas CMCA, Wilmington CAMS, Mr. Gregory Harts, Rocky CAMS,PointMs. Patricia Ostendorff CMCA, AMS, PCAM, Greenville, CEPCO,SC
I was particularly interested in what seemed like what we would call gated communities dotting much of the countryside. We saw many clusters of buildings as we drove our rented vehicle around as much of the country as we could fit into our trip. Our guide explained how to see at a glance what type of ‘settlement” we were looking at – meaning who is allowed to live there.
THANKPARTNERSYOUTO THESE SUPERSTAR RECRUITERS!
From The Executive Director
Mr. James Benson, Carolina Beach CEPCO, Mrs. Madison Mann, CMCA,Ms.SlatterJordanS&SRenteria,RealManage,ManteoMrs.andPirate’sWilmingtonInc.,LandfallWilmingtonMrs.KuesterKathleenManagementKohn-EllMosby,Management,HendersonChelseaGODawnFirstServiceSoublet,Management,CommunityRodrigues,Corporation,CharlestonAguiles,Corporation,CharlestonWilmingtonManagementMs.BrianaRaleighManagementMs.LetitiaCaryAssociationMs.KimberlyCharlotteResidential,Ms.Krieg,CMCA,CharlottePropertyManagement,Thacker,PittsboroAssociationMs.HeatherCorneliusAssociationServices,LLC,Puiatti,RaleighManagementGroup,KatherineKandl,AMS,CouncilofAssociations,Mrs.BrittniLaza,CMCA,CoveVacationRentalsPropertyManagement,JillianEtheridge,CMCA,Ms.CassandraFayettevilleServicesGroup,LLC,Mx.Edmisten,BlowingRockManagement,Inc.,MaryElizabethGiddings,Greensboro
At the same time, another case cast doubt on whether older condominiums were able to use collection methods from the Condominium Act of 1986. It was clear that legislative solutions were required, since these rulings contradicted long-standing practice and legislative intentions for association governance, as outlined in the Condominium Act of 1986 and the Planned Community Act of Complicating1999. the NC LAC’s efforts to protect association rights were many competing interests regarding changes to the MTA. It was hard for commercial real estate attorneys, title insurance professionals, realtors, closing attorneys, association managers, and homeowners to envision–much less achieve–a solution that would work for all. NC LAC chair Paul Mengert, founder and CEO of Association Management Group, Inc. (AMG), made it his priority to bring everyone and their disparate opinions to the table with a common purpose to preserve the full governance rights of associations. It worked. The NC LAC partnered with stakeholders and North Carolina legislators to prevent the covenants of homeowner and condo associations from being invalidated under the TheMTA.team also inserted changes into 47C of the 1986 Condominium Act to ensure provisions apply to condos built before then, regardless of their declarations, enabling them to collect assessments in the same manner as newer communities. Mengert believes an important factor in achieving a positive outcome was reaching across the table to work with the NC Association of Realtors®. “I have known Kelly Marks, 2021 president of the North Carolina Association of Realtors®, for many years and worked with him throughout my career,” Mengert noted. “Kelly quickly understood the dire ramifications to community associations and those Continued
What if your volunteer association board was prohibited from enacting reasonable rules or setting a policy about fencing, setbacks, and architectural changes?
Consider the chaos if your community governance documents were suddenly voided.
6 Serving NC 2022 2nd Edition 2022 2nd Edition Serving NC 7 We Do Painting. You Do Life.™ PAINTING. QUALITY. PEACE OF MIND. CARY-APEX Bob Troxler 866-577-8764 CHARLOTTE Dennis Mockler 866-504-5983 NORTH RALEIGH Kirt Storch 866-450-2449 CHARLOTTE Jim Ploughe 866-829-0656 Each CertaPro Painters® business is independently owned and operated. CertaProCAIofNC.com The right loan can help PUT THE TOGETHERPIECES . We understand the needs of Homeowner Associations. From maintenance projects to capital improvements, our custom HOA loans offer flexible terms and competitive rates. Chris Bruffey Senior Commercial Officer Senior Vice President, CMCA NMLS#CBruffey@NorthStateBank.com919.645.4980888666 FIND OUT MORE CommunityPLUS.com Major Legislative Win to Protect NC Association Rights
According to Weldon Jones, CAI lobbyist and attorney practicing HOA and condo law with Jordan Price in Raleigh, NC, it’s a big win for all involved. He’s been in the trenches on this issue since 2019. “Owners can now feel confident that what they bought into, believe in, and love will remain,” he said. “And on the flip side, HOA and condo volunteer boards can be confident that owners must honor their commitments, per the covenants.”
Imagine no longer being able to collect assessments from property owners to pay for maintenance of a dam. All of these scenarios became very real probabilities in North Carolina in recent years. In addition, these probabilities were being carefully watched by Community Association Institute (CAI) chapters across the US, because the way North Carolina handled the issue could inspire similar action–and set a precedent–around the Thanksnation. to the efforts of the NC Legislative Action Committee (NC LAC) and a team of volunteer stakeholders over the last two years, NC Senate Bill 278 was recently signed into law by North Carolina Governor Roy Cooper (now enacted Session Law 2022-12). The new law specifically excepts planned community and condominium covenants from invalidation under North Carolina’s Marketable Title Act – put another way, it prevents homeowner and condo associations from losing the governance and decision-making rights they have been granted for decades.
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It all began with two 2021 NC Court of Appeals opinions, one on the Marketable Title Act (MTA), a law from the early 1970s intended to limit how far into the past real estate title searches had to go. The MTA states that all restrictions beyond a property’s residential status are eliminated after thirty years if they aren’t specifically written into each deed. While the court cases involved old restrictive covenants that did not apply to community associations, the broad language wiping out all old restrictions suddenly left associations created before 1991 in doubt, opening them up to undesirable changes in their communities and hampering the ability of volunteer boards to accomplish goals, from enforcing architectural control, to collecting assessments, to maintaining the property. The problem wasn’t just that the new ruling might invalidate an association itself. It was the more subtle, confusing issue of removing restrictions from some homeowner lots, depending on the language written into the individual deeds. Bottom line: According to the court rulings, existing association documents and governance might not be enforceable for some of their owners. In a word: chaos.
on Page 11 Continued from Page 7 Major Legislative Win to Protect NC Association Rights
Lobbyist Weldon Jones also believes the expansion of the NC LAC to include an impressive stakeholder team was essential to success. “Two heads are better than one,” he stated. “The more people you have advocating for an issue, the better. Along with national CAI, we were aligning with some powerful entities: NC Realtors® Association and NC Bar Association are significant lobbying groups in the state. CAI gets a lot of respect for being able to leverage all of these relationships into partnerships to raise awareness about this issue. The number of people working on this had an enormous impact across industries.”
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Tim Sellers, founding member of Sellers, Ayers, Dortch, and Lyons P.A. and NC LAC member, concurs. “When you have so many competing interests on a significant issue, it is very rare that there is a legislative solution, that the General Assembly will come together and agree to pass something,” he observed. “Controversial things are hard to pass; cooperation and consensus are much easier to pass. The tension was to try and negotiate a solution that could be supported by everyone on our team. It took a lot of conversation and word changes, negotiation and arguments–all behind the scenes–to arrive at this language of cooperation and consensus that was ultimately supported by everyone. That’s what we accomplished, and we did it in relatively short order.”
homeowners. He helped us form an alliance with the Realtors® and get their powerful legal lobbying teams to work with us on solving the possible consequences of the recent court cases.”
Cynthia Jones, an attorney with Sellers, Ayers, Dortch, and Lyons, P.A. and President of the North Carolina chapter of CAI, believes such coalition-building and collaboration were critical to the success of the new bill. As chair of the Business Partner Council of national CAI, and a member of the national CAI Board of Trustees, Jones understands the power of teamwork and commitment. “This was a huge deal and extremely important to our CAI membership in a real rubber-hitsthe-road way,” she said. “We attorneys understood the implications and did our best to convey our concerns to others. We knew if we didn’t fix it, it would be a massive issue for all North Carolina associations.” Mengert’s long tenure as NC LAC chair, along with his decades in the association management business, gave him a unique perspective on what was happening. He understood how dire the court ruling could be for associations and how big a difference advocacy could make, despite the diverse viewpoints within the legal and real estate industry. “While our group shares fundamental goals, opinions on how to accomplish the goals often differ,” Mengert pointed out. “It’s hard enough to convince everyone within our industry to come together on solutions for matters ranging from solar panels to virtual meetings, to title restrictions, to collection procedures. Imagine how hard it is to convince those outside our industry. For this recent legislation, I believe it was a successful combining of everybody’s desires: trying to get people much of what they wanted without too much of what they didn’t want. It was really quite remarkable that our LAC was able to align with the North Carolina Association of Realtors®, the title insurance industry, and the NC Bar Association to quickly and effectively pass legislation to protect North Carolina Cynthiaassociations.”Jones notes that meaningful change only happens when knowledgeable, dedicated people are willing to come together–and work together. “When this issue arose, the fact that we could all quickly put our heads together to brainstorm solutions to resolve this problem and work with legislators was just amazing. The NC LAC was instrumental throughout the entire process, giving countless hours to think about what was needed, revise the bill’s language, and talk with legislators. It would not have happened without our NC LAC.”
But collaboration doesn’t happen in a vacuum. It takes strong leadership, says attorney Jim Slaughter, President of Law Firm Carolinas and another key participant in the new legislation. “The NC Legislative Action Committee and various interest groups were vital to this process, but NC LAC Chair Paul Mengert deserves specific recognition,” he commented. “Paul personally acted to bring certain stakeholders to the table, reached out to legislators of influence directly, and repeatedly pushed to get the proposal acted on during this two-year legislative cycle. He continued to seek passage of the bill even as it got moved from committee to committee, was not adopted in 2021, and the language was removed from one (unrelated) bill and attached to another (unrelated) bill. Senate Bill 278 would not have been enacted without CAI leaders like Paul and others, whose relentless efforts made it happen.”
Cynthia Jones believes the same kind of team effort that pushed through Senate Bill 278 can work on the neighborhood level. “HOAs struggle with finding residents willing to engage, step in, and assist,” she stated. “It’s hard to fill these unpaid volunteer positions, which can often take up a lot of time, depending on the issues the association faces. This recent legislative success shows that collaboration is vital, whether it’s figuring out new rules for the swimming pool, deciding to allow trampolines, designating green space use, or Continued
Paul Mengert agrees. “It is hard for us to be successful in advocating for legislation that supports associations if we can’t express a unified position. While CAI’s basic public policy position is that associations should govern themselves, there are times we need to work together to ensure the appropriate governmental framework. It was an honor to bring people together to accomplish collective goals.”
North Carolina is a model for how to get things done on the legislative stage that is both strategic and inclusive. Dawn Bauman, CAE, Senior Vice President of Government and Public Affairs for national CAI in Virginia, noted “CAI favors legislation that clearly supports the continuing and perpetual enforceability of such restrictions unless and until amended by the property owners subject to them, especially the governing documents of community associations. The amendments to the Marketable Record Title statute in North Carolina through SB 278, while technical, were important clarifying language. Often these technical corrections create concern among other stakeholders.
“The CAI North Carolina Legislative Action Committee is particularly good at working with stakeholders to allow a process of dialogue to discuss and understand implications of legislation and address concerns. CAI is proud of our work and proud of the CAI North Carolina Chapter for their exemplary professional approach, collaboration, and transparency.” Legislative Win to Protect NC Association Rights
Major
In the case of Senate Bill 278, the collective goals were huge and the two-year journey was arduous, but the payoff was priceless–and lasting, Jim Slaughter concluded. “People buy into associations because they like the service provided and expect everyone to follow certain clear rules. The 2021 appellate decisions cast those expectations into doubt and might have resulted in your (or worse, your neighbor’s) lot suddenly not being required to pay assessments or no longer bound by the same restrictions as everyone else. The recent MTA fix we achieved brings consistency to everyone in an association, regardless of when it was created, and helps fulfill the expectations of those who choose to live there.”
10 Serving NC 2022 2nd Edition 2022 2nd Edition Serving NC 11 Continued from Page 9 Serving Community Associations Across the Carolinas Since 1986 Bob CynthiaDortchJonesSteveSellers www.sellersayers.com 704-377-5050 Tina Frazier Pace Concentrating in Homeowners Association Assessment Collections - call for our flat fee rates 327 Hillsborough St. P.O. Box 527 Raleigh, NC 27602 919-856-3940 tfpace@hatchlittlebunn.com(office) www.hatchlittlebunn.com RealManage provides the most withmanagementcomprehensivesolutionavailablethe tools, technology, and industry experts your community deserves. • Secure Cloud-Hosted Portals for Boards • Financial Management including Tax and Audit Management • SupportHomeowner/Resident • Deed ManagementRestriction • And So Much More... THE KEY TO A THRIVING COMMUNITY RealManage.com | (919) 701-7977 AUGUSTA-CHARLESTONCHARLOTTE-COASTAL CAROLINA-COLUMBIAGREENVILLE 1-800-698-3590 sales@phoenixlandscape.net www.phoenixlandscape.net commercial landscaping landscape design & installation landscapedrainageseasonalmaintenanceflowerssolutionsstormclean-up Assessing community priorities is complicated NO NEED TO GO IT ALONE Our easy to understand reserve studies help your board make smarter, more confident decisions that support yourfinancialcommunity’shealth. For your reserve study proposal, contact us at (800) 980-9881 or visit reserveadvisors.com. setting up a social committee to plan an event. Boards can form committees to research issues, poll residents, and promote changes, so the board doesn’t have to do everything themselves. Many hands make light work–and a huge difference in community governance and activities. We need each other.”
Tyler Graybeal -Southern Outdoor Restoration Right now we are seeing the convergence of several trends in the exterior maintenance 1.world:Innovations in building materials and new products being used on structures 2. Architectural design matters more and more to home buyers, particularly in metro markets with sophisticated urban developments 3. Color pallets are skewing darker and richer than they did 20 years ago, and that matters for exterior maintenance Often managers are learning for the first time about what it takes to maintain assets such as:
The COVID-19 pandemic served as a catalyst for community association boards to conduct meetings and business online. With the recent statutory changes in North Carolina allowing all community associations to offer virtual options for membership meetings and voting, the use of virtual meetings and electronic voting has become more common. In this session, we will look closely at how the law changed and what that means for community associations, managers, and boards looking to understand and take advantage of those changes. In particular, this session will provide an overview of the range of options for meetings and voting, with emphasis on virtual options for community associations and where, when, and how they can and should be used.
12 Serving NC 2022 2nd Edition Continued on Page 15 Graybeal
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Rhodes Marshall Wilson
GelwicksSellers
Attendees will gain a better understanding of: What they may legally ask/require of requesting parties; Who is entitled to RA/RM; • Best practices for investigating/documenting RA/RM requests; Questions to ask and answer in determining whether a request for RA/RM is, in fact, reasonable under the law; Circumstances under which a request for RA/RM may safely be denied; Who pays in the even that a RA/RM carries additional costs for the HOA; and • Issues specific to animal-related requests in light of HUD guidance issued in 2020.
Ben Rhodes, PCAM, and Chris Gelwicks, attorney, will provide information on the amendment process, some best practices for enforcement, how to manage the Board and membership communication on these issues, and of course, real world examples.
Running Better, More Legal Virtual Meetings
Adam Marshall and David Wilson - Law Firm Carolinas
This presentation will provide a usable overview of reasonable accommodations and modifications (“RA/RM”) under the FHA with an emphasis on recent support animal guidelines issued by the government.
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Corporate rentals continue to be a hot topic in the industry, as well as VRBO’s, AirBnB’s, etc. Inevitably, litigation and legislation will result. This session will focus on how to guide your Boards when you are approached with the questions such as: Can we ban rentals in the association? Can we ban only certain types? Do we need a cap, minimum lease term, residency or waiting period requirement before renting? How do we monitor and enforce it? What about amendments?
Steve Sellers - Seller Ayers Dortch & Lyons
2022 2nd Edition Serving NC 13 ANNUAL CONFERENCE & EXPO THURSDAY HIGHLIGHTS FRIDAY HIGHLIGHTS Meet our 75+ exhibitors at their traditional booths. Sip & Stroll Expo Welcome Hour "Communicate with Charisma, Clarity and Compassion" with Tallsmallandchiropractors""communicationKeithScottRebeccaKleinScottofProductions • Understand body language • Clear out your cluttered wording ecome an active listener • Hacks to listen to retain instead of listening to respond Interactive Keynote Session Management companies host business partner mini-appointments. When the bell rings, time’s up! Speed Dating Reverse Trade Show
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In person and On the Waterfront! Managers and board members and business partners from across North Carolina are looking forward to being together again. We anticipate over 400 participants! AUG 25-26, 2022 Wilmington, NC Live learning, expo booths, entertainment, networking & fun!
Reasonable Accommodation and Modifications under the FHA – and How Good Intentions Can Backfire
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Chris Gelwicks – The McIntosh Law Firm Ben Rhodes, PCAM® – CAMS
• ACM paneling • Exotic hardwoods like ipe and Brazilian mahogany • Internal gutter systems • Glazed brick • Sun shade panels Rental realities causing worry? Strategies on documents, enforcement, & communication to lighten the load “They Don’t Build These Things with Maintenance in Mind” - Managing new challenges in exterior maintenanceExpo Time Throughout The Day “Welcome Back” Party Ironclad Brewery is our after dinner host. Be in the Know Legislative Update PLUS 12 Learning session topics.
Chapter Overhauls Entire Volunteer Group Structure
lineup
of the chapter's
2023 event is May 3, presented virtually This team plans education session topic and speaker selection for this annual virtual event. Continued on Page 25
Looking to get involved in Raleigh, Wilmington, Greensboro or Charlotte? With the launch of our all-new volunteering structure we're excited to be building new Metro Engagement Teams in our four major markets, with a new focus on "fun." Join your local colleagues to design new types of events & experiences! These Teams’ members work independently and as a group to bring members (and future members) together to both learn and have fun. Supported by the topic recommendations from the Education Master Planning Committee, they plan in-person local events that offer education plus new ways to enjoy recreation and networking.
These team members are active local ambassadors promoting CAI, and each Metro team will also be represented on the Membership Development Committee.
volunteer groups and purposes. We began
year to answer the question "How can CAI-NC do volunteering better?" We hope you like the result: we're excited to unveil a much richer array of opportunities for members to plug in: 21 volunteer groups! (Virtually all previously existing groups have been disbanded or reconstructed.)
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Announcing an all-new slate of opportunities! Your Board of Directors and staff are excited to unveil a recasting entire of working with consultant early last
Multiple groups plan education session topic and speaker selection, recruit and support exhibitors and sponsors, plan special activities, develop onsite theming and volunteering during the days of the event. Panel members plan content for the quarterly digital magazine (and potential additional channels): develop editorial themes and calendars and brainstorm articles for each magazine issue, drawing on the input of the Education Master Planning Committee. Note- Panel members do not serve as authors, rather as editors.
22 Serving NC 2022 2nd Edition Commercial Grounds Care That Grows Trust www.uslawns.com We provide commercial grounds care thoughout the Carolinas, focusing on quality, e ciency and customer connection; and we’re well-versed in the Choose A Landscape Management Team With HOA Expertise Talk to us about your community association needs. We can help. Popular Association Banking exclusively serves the community association industry. We offer:1 • Financing for building repairs and capital improvements. • Competitive fixed rates with terms up to 15 years. • Excess FDIC insurance coverage limits available with IntraFi® Network DepositsSM (formerly ICS® and CDARS®).2 Contact our Regional Relationship Manager today! Kelly Doherty Mucci, CMCA Vice Office:President910.547.4248 Toll free: KDohertyMucci@popular.com800.233.7164 1. Subject to credit approval. 2. Network Deposits is a service mark, and IntraFi, CDARS, and ICS are registered service marks of IntraFi Network LLC. © 2022 Popular Bank. Member FDIC. www.popularassociationbanking.com Sign Me Up! Check Out Our New Volunteering Menu Where's your sweet spot? Education Master Planning AnnualAnnualLawCommitteeDayTaskForceConferenceTaskForces Publications Editorial Panel Metro Engagement Teams
an outside
This team’s role is to centralize education planning strategy for the entire chapter. Its recommendations for specific learning needs will be used by volunteers and staff in planning statewide webinars, Annual Conference, Law Day, magazine articles and local in-person learning. The team’s sources of ideas and inspiration will include the new Attorney Roundtable and Business Partner Advisory Panel, both of whom will have representation on this team. Other sources include member suggestions, national CAI topics, fellow chapters’ topics and our own Supporting Partners’ new “Smarter in Five Minutes” series.
A member of the EMPC participates in each Metro Engagement Team and on the Publications Editorial Committee. EMPC members also anchor each year’s Law Day and Annual Conference Education Task Forces. 2023 event is August 17-18 in Raleigh
2023 event is May 11 in Greensboro
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2022 2nd Edition Serving NC 2524 Serving NC 2022 2nd Edition Protecting you and your community’s interests throughout North and South Carolina. To learn how you can partner with Offit Kurman, please call 704.377.2500 or visit us online at offitkurman.com. DELAWARE | MARYLAND | NEW JERSEY | NEW YORK NORTH CAROLINA | PENNSYLVANIA | VIRGINIA | WASHINGTON, D.C. Guidance on every aspect of Community Association Law Truist Bank, Member FDIC and Equal Housing Lender Loans and lines of credit are subject to credit approval. ©2021 Truist Financial Corporation. All rights reserved. Truist.com/AssociationServices Specialized lending and financial solutions for associations with Truist Association Services Tanya Cannaday VP / Relationship Manager 704-954-2135 Tanya.Cannaday@Truist.com we know you are busy. let us manage your community trees! www.leaflimb.com
Mediation Panel This committee focuses on how we can celebrate credential holders, outstanding community associations and exemplary managers and more.
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A trade association board’s governance role is significantly different from that of a community association board. In addition to duties of good faith, care and loyalty, the CAI-NC Board sets, enacts and monitors the strategic direction of the chapter's work to fulfill the organization's mission.
This team develops each year’s offering(s) designed to serve the niche audience of management company executives.
This group will focus on both recruiting new members and retaining them as members, with special attention to that first year of membership. Working together and independently, Committee members work to: Define true value propositions for each member category Identify prospects for attending local events and/or joining the chapter Design & fulfill first-touch outreach protocol Design and fulfill new member “First-Year TLC” Identify at-risk members and work to step up engagement Act as active CAI boosters, with emphasis on social Onemediamember of each Metro Engagement Team will be included on this Committee. This team advises and supports the governance work of the Board of Directors and/or the management work of staff. It serves as both a voice and consultant, and helps enhance the overall value of business partners’ membership and engagement in CAI-NC. These members also rotate as participants on the Education Master Planning Committee.
Community Associations “U” MembershipCommitteeDevelopment Business ExecutiveAdvisoryPartnerPanelForumTaskForce
Recognitions Committee
LegislativeRoundtableActionCommitteeChapterBoardofDirectors
Eleven members serve three-year terms, and are elected to fill open seats that vary by membership category in any given year - homeowner, manager, business partner. Members can express interest in Board service at any time via this page, and each fall's Nominating Committee will be informed of their interest.
This team administers the chapter’s mediation service. Its members screen mediation requests and assign mediators from within the panel membership. Members are generally attorneys and selected PCAMs.
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Attorney
These Task Forces will develop and/or oversee the curricula for a new introductory program on HOA basics for North Carolina. Three separate tracks are tailored for: new and assistant managers and back-office staff; board members; and business partners. Each half-day program consists of a “welcome to community associations” orientation followed by straight talk and information designed by these task forces. The three programs will be offered both live and •on-demand.Management Board Member Track Business Partner Track
Sign Me Up! Chapter Overhauls Entire Volunteer Group Structure Continued from Page 23 Continued on Page 27
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of the CAI National LAC works to safeguard and improve the community association lifestyle and property values by advocating reasonable balance between state statutory requirements and the ability and authority of individual homeowners to govern themselves through their community associations.
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HOA Basics for 3 Member Segments
This small group focuses on special contributions and challenges these members can address for CAI-NC, as a unique business partner category. These members also rotate as participants on the Education Master Planning
ThisCommittee.subcommittee
2022 2nd Edition Serving NC 2726 Serving NC 2022 2nd Edition For a full list of our services, visit solitudelakemanagement.com/services Restoring EnhancingBalance.Beauty. 855-534-3545 • solitudelakemanagement.com RECLAIM LOST SHORELINE TO IMPROVE PROPERTY VALUE AND ENHANCE SAFETY Eroding shorelines decrease the size and value of your community’s property and also present a potential liability. Steep drop offs and unstable terrain around your pond can be extremely dangerous for residents, pets, landscapers and others visiting or working on the property. SOLitude’s Erosion Repair Division is certified and experienced to install SOX Erosion Solutions systems that will immediately stabilize your shoreline and reclaim feet of lost property. Contact our erosion repair division today Sign Me Up! Continued from Page 25 Chapter Board of Directors (cont.) Where's YOUR best fit? "Flexible" The Nominating Committee considers a variety of factors in developing each year's slate of candidates • Individuals' membership history in CAI and the NC chapter • Individuals' history of active engagement with CAI and the NC chapter • Individuals' service and/or past leadership positions within CAI and the chapter (emphasized) • Individuals' experience with other professional organizations • Individuals' personal strengths and skill sets • Demographic, geographic and professional diversity of the board • Commitment to preparation and active participation in six regular meetings per year plus service on one or more subteams. We're also happy to hear from you if you just want to hold up your hand to volunteer "in general" as needs arise. If you had served on a previously existing group, your choices are now much broader. And if you haven't been involved before, we hope now is your time! Sign Up Here!
The "National Today" site has published a wealth of information about the community association management profession, its history and the special skills managers bring to their clients.
June 13 is now on the official "National Today" annual calendar as a day of appreciation for 55,000+ talented and hardworking professional managers who support the nation's condominium and homeowner Weassociations.allknowthe community association management profession is unique. These professionals are like a Swiss Army knife, with a whole array of skills and tools. In short, managers are the professional backbone of the nation's them!associations.communitiescondominiumandhomeownersLet'scelebrate
Learn more about #IntCAMDay CAI has created all kinds of graphics for anyone to use and share plus suggestions for ways companies & individuals ways can show their appreciation to managers. Show our managers some love! Click video to the left or watch directly on Youtube here.
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CAI's COVID-19 Pandemic Response received a bronze award for overall campaign. The jobs of governing and operating a community are complex, and they've only gotten more difficult since the start of the COVID-19 pandemic. Our members came to us and each other for guidance. Thrust into a world of unknowns, we helped members find answers with research, how-to guides, and free downloads. In 2021, we saw more visits to the CAI website and increased traffic for the digital publications of Common Ground magazine and Community Manager newsletter. We witnessed more members engage with us on social media than ever before, and email open rates soared as members found new and updated resources in their inbox.
Online Homeowner Payment Portal Lending DedicatedSolutions2Customer Service No-Fee Lockbox Services1 ConnectLive TM Software Integrations Full Online Banking Services Specializing in:
With a strong commitment to the community management industry, backed by sizable national resources, Alliance Association Bank provides an unmatched level of expertise and responsiveness. Our customer-focused approach means you get a dedicated, experienced relationship manager— a single point of contact—to help with your unique needs so you’re able to focus on what matters most: your business and your customers. so you can focus on growing yours. Top 10 - Forbes Best Banks Choose Alliance Association Bank: Alliance Association Bank has over 50 years of combined experience meeting the unique and complex banking needs of community associations. This experience, combined with our financial strength and stability, make Alliance Association Bank a key financial institution to build an alliance with to grow your business.
CAI's We Are CAI video received a bronze award. The video debuted at the 2021 CAI Annual Conference and Exposition: Community NOW in Las Vegas—the organization's first in-person event held in more than a year. The video promoted the value of CAI membership, thanked members for their continued support during the pandemic, and showed how we've come together in the face of adversity to build a stronger community—a community of members and the communities that our members support.
National CAI Earns Publishing Honors
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CAI is proud to be recognized with four EXCEL Awards by Association Media & Publishing, a premier membership organization serving the needs of association publishers, communication professionals, and designers.
CAI's diversity and inclusion initiatives received a gold award in overall campaign. In 2020, following the social unrest and civil discourse regarding race, diversity, equity, and inclusion in the U.S., CAI recognized it could be doing more to educate members, the general public, and CAI staff on these important topics. In 2021, CAI published the Diverse and Inclusive Communities Guide. CAI also published several articles and resources in Common Ground magazine, blogs, and websites, and created webinars and education sessions. The CAI Board of Trustees approved a new Diversity, Equity, and Inclusion (DEI) Statement that was the initial work of a staff DEI Task Force. CAI and the DEI Task Force have been promoting the organization's commitment to creating a culture that supports and advances diversity, equity, and inclusion for all members and staff. As CAI continues this initiative, updates and information may be found at www.caionline.org/DiverseCommunities
Alliance Association Bank is a division of Western Alliance Bank, Member FDIC. As one of the country’s top-performing banking companies, Western Alliance has ranked in the top 10 on the Forbes “Best Banks in America” list for five consecutive years, and was named #1 best-performing of the 50 largest public U.S. banks for 2019 by S&P Global Market Intelligence.
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Association professionals from around the country gathered on June 22 for the 2022 EXCEL Awards, an annual event to recognize excellence and leadership in nonprofit association media, publishing, and communications. CAI has earned at least one EXCEL Award nearly every year for the past 16 years.
Why
Lockbox requires a checking account with Alliance Association Bank. Some products and services may be subject to prior approval or fees. Please contact a Relationship Manager for additional details that may apply based on products and services selected. Other related fees may apply. Refer to the disclosures provided at account opening and the Schedule of Fees and Charges for additional information. Funds deposited through the Lockbox will follow Western Alliance Bank’s funds availability policy as outlined in the Deposit Account Agreement Disclosure. All offers of credit are subject to credit approval. Alliance Association Bank is a division of Western Alliance Bank, Member FDIC. Western Alliance ranks top ten on Forbes’ Best Banks in America list, five years in a row, 2016-2020.
Click video below or watch directly onYoutube here.
CAI's publication Ungated, originally launched in 2005, was awarded a gold for best overall blog site. Since relaunching in 2018, CAI's Ungated blog has focused on covering news, tips, and trends important to community associations. In 2021, Ungated published 62 posts that gained more than 25,000 views. Some of the main topics covered were rollouts of the COVID-19 vaccine, addressing building safety after the condominium collapse in Surfside, Fla., pool openings during the pandemic, and mental health support for community managers.
Condominium and Homeowner Satisfaction
The new report, conducted by the Foundation for Community Association Research (FCAR) for Community Associations Institute (CAI), is a biennial, nationwide survey administered by independent researcher Zogby Analytics, and provides a better understanding of how 74 million Americans describe their experience living in common-interest communities— from city-sized, master-planned communities and multibuilding condominium complexes to urban cooperatives and small homeowners associations built into tracks of open suburban spaces.
View more data from the 2022 Homeowner Satisfaction Survey.
Results from almost identical national surveys conducted in 2005, 2007, 2009, 2012, 2014, 2016, 2018, 2020, and 2022 are strikingly consistent. The online survey of 1,507 homeowners and condominium association members nationwide with oversampling was conducted in in four states: Illinois, New York, North Carolina and Washington.
Eighty-seven percent of respondents believe that their governing board “absolutely” or “for the most part” serves the best interest of the community. More than half of residents (68%) believe that rules in their communities protect and enhance property values.
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Additionally, the report shows that 87% of residents are on friendly terms with their governing boards. Nearly three-quarters (74%) say their community managers provide value and support to residents and their associations.
“The biennial Homeowner Satisfaction Survey is the only public opinion report of its kind. The exclusive report outlines how residents feel about their community and shows when best practices are in place, they can be a defining benchmark for community excellence,” says Dawn M. Bauman, CAE, executive director, Foundation for Community Association Research and CAI’s senior vice president for government. “For more than 15 years, this satisfaction report, sourced by lawmakers, legal professionals, homebuilders, developers, and other community association stakeholders has offered incredible history and trends—providing clear evidence in support of the country’s fastest growing housing model.”
“The new research further strengthens our belief that community associations bring people together and create a place where neighbors grow, connect, and support each other in good and challenging times,” says Thomas M. Skiba, CAE, CAI’s chief executive officer. “CAI is proud to present these findings— especially as millions of dedicated homeowners volunteer and serve on their association boards and as professional managers work tirelessly to support neighborhoods that people are proud to call home. Tough business and operating decisions are being made daily, and it is the commitment by these individuals that highlight the positive attributes of the community association housing model.”
Half of respondents (51%) feel that they are paying “just the right amount” or “too little” in assessments.
Condominiums and Homeowners Associations Remain Popular Housing Choices for U.S. Homeowners Maintenance-free, safety, and cleanliness are top features that make community associations a popular choice and lifestyle for millions of Americans. According to results from the 2022 Homeowner Satisfaction Survey, the overwhelming majority (89%) of homeowners and condominium association residents rate their overall experience of living in a community association as “very good” or “good” (67%), or neutral (22%).
At a time when community matters most, the majority (87%) said they knew their home was part of a community association and nearly half (45%) said the association made them more interested in the home.