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1st Edition | 2022

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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. 2 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. 1

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 key financial institution to build an alliance with to grow your business. 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.

Top 10 - Forbes Best Banks

CAI Wants You! All-New Volunteer Groups

63 Chapters Pack Quite the Punch

Top 10 Advocacy Posts from 2021

Legislative Priorities Across the States for 2022

THANK YOU 2022 CAI-NC SUPPORTING PARTNERS

2022 BOARD OF DIRECTORS

ELITE

OFFICERS

Thank you 2022 Supporting Partners.......... Inside Front Cover Thank you 2022 Management Co. Sponsors................................ 2 Membership Matters!.............................................................................4 Who's Got New Credentials?.............................................................. 7 Sign Me Up! ..............................................................................................9 Chapters Pack a Punch........................................................................15 Top 10 Advocacy Posts 2021............................................................ 19

PRESIDENT Richard Parris, CMCA®, AMS® Community Association Management Limited, Charlotte rparris@communityassociation management.com PRESIDENT-ELECT Cynthia Jones, Esq. Sellers, Ayers, Dortch & Lyons, PA, Charlotte cjones@sellersayers.com

State Advocacy Priorities..................................................................25

PLATINUM

Ah the early spring cherry trees in Washington DC… a beautiful image for an issue that features much content from our parent organization headquartered just outside our nation’s capital. And of course all through the year, members in CAI’s 63 chapters across the US (and a few abroad) can find a wealth of resources and information and education opportunities at www.caionline.org.

SECRETARY Bill Bittenbender Brunswick Alliance of POA’s, Southport billbitt42@gmail.com TREASURER Andrew Bateman, CMCA®, CIRMS® TriSure, Raleigh abateman@trisure.com

BOARD MEMBERS

Immediate Past President Chris Chaffin, CMCA®, AMS®, PCAM® Kuester Management Group, Davidson chris@kuester.com Adam Beaudoin, Esq. Ward and Smith PA, Wilmington amb@wardandsmith.com

www.cai-nc.org 919-525-4993

GOLD

The Community Associations Institute provides valuable resource program education and advocacy to preserve, protect and enhance community associations. The NC Chapter is one of the largest of 60 chapters worldwide. We work to inspire professionalism, effective leadership and responsible citizenship– ideals reflected in communities that are preferred places to call home.

For Serving NC

Fall 2021 Edition

Chapter Executive Director and Editor Leslie C. Blum, CAE editorial and advertising submissions info: news@cai-nc.org

Alina Cochran, CMCA®, AMS®, PCAM® CAMS acochran@camsmgt.com Kevin Giles, RS Giles Flythe Engineers kevin@gfengineers.com Neale Turlington, CMCA®, AMS®, PCAM® CEPCO, Wilmington nturlington@cepco-nc.com Brooke Tidwell, CMCA®, AMS®, PCAM® PPM, Inc., Raleigh Brooke@ppmral.com

LEGISLATIVE ACTION COMMITTEE Paul Mengert – Chair (Chapter delegate) Association Management Group pmengert@amgworld.com Bill Bittenbender (Chapter delegate) Brunswick Alliance of POAs billbitt42@atmc.net Dennis Abbott (Chapter delegate) FirstService Residential dennis.abbott@fsresidential.com Andrew Bateman TriSure Corp. abateman@trisure.com Chris Bruffey CommunityPLUS Div. North State Bank cbruffey@northstatebank.com Margaret Chase, (Chapter delegate) Higgins Benjamin, PLLC mchase@greensborolaw.com Gordon Corlew St. James Plantation POA gcorlew@aol.com Virginia Davis York Properties virginiadavis@ yorkproperties.com Derek Greene Community Association Management, Ltd. dgreene@communityassociation management.com John McInerney john.mcinerney00@gmail.com Tina Frazier Pace, Esq. Secretary (Chapter delegate) Hatch Little Bunn LLP tfpace@hatchlittlebunn Tammy Sanderford Treasurer PPM Inc. Tsanderford@ppmral.com Tim Sellers (Chapter delegate) Sellers, Ayers, Dortch Lyons, PA tsellers@sellersayers.com Harmony Taylor, Esq. Law Firm Carolinas htaylor@lawfirmcarolinas.com 2022 1st Edition

Serving NC

THANK YOU 2022 CAI-NC CHAPTER CHAMPION SPONSORS MARATHON

ALL-AMERICAN

Serving NC

2022 1st Edition

Serving NC

COMMUNITY ASSOCIATION MANAGERS (CONT) Community Association Management Limited- Ms. Nickisia Tasha Sheyka, Charlotte

MEMBERSHIP MATTERS! Membership does matter! The power of our numbers helps strengthen our voice in the halls of government on your behalf, and the power of our diverse network of professionals means a world of resources and connections are made accessible. CAI-NC welcomed these new members through March 31, 2022. Please help our chapter engage our new colleagues, and if you know or meet them encourage them to join us at our many events throughout the year! COMMUNTY ASSOCIATION VOLUNTEER LEADERS FROM Buckhaven Homeowners Association, Fuquay Varina

St. James Plantation Property Owners Association, Southport

Associa HRW- Ms. Jennifer Davis, CMCA, AMS, Raleigh

Cedar Management Group- Ms. Amy Jo Harris, Charlotte

Villas of Wake Forest, Wake Forest

Associa HRW- Ms. Misty Robinson, Raleigh

Cedar Management Group- Ms. Terri Utter, Troutman

Burlingame Properties Owner Association, Sapphire

Wakefield Plantation Community Association, Raleigh

Associa HRW- Ms. Karli Wilson, Raleigh

Cedar Management GroupMichelle Blessing, Charlotte

Cane Creek Ridge HOA, Sylva

Waterford Master Residential Association, Inc., Leland

CAMS- Ms. Patricia Ostendorff, CMCA, AMS, PCAM, Greenville, SC

Cedar Management Group, Marissa Carcione, Charlott-

Carolina Crossing Owners Association of Mecklenburg, Inc., Pineville Carolina Preserve by Del Webb at Amberly, Cary

Trilogy Lake Norman, Denver

Colony Park Association, Durham

MANAGEMENT COMPANIES Atlantic Shores Management, LLC, Wilmington

Cornerstone Homeowners Association, Winterville

Evergreen Lifestyles Management, Lancaster, SC

Deerlake Village Community Association, Brevard Fearrington (FHA) HOA, Pittsboro Governors Club Property Owners Association, Inc., Chapel Hill Hawthorne Owner's Association, Inc, Gastonia Meridale Community Association, Charlotte Ocean Ridge Master Association, Inc., Wilmington Park Place of Hendersonville Home Owners Association, Hendersonville Polo Club at Mountain Island Lake, Charlotte Southcliff Master Property Owners Association, Fairview 4

Winding River Plantation, Bolivia

Serving NC

2022 1st Edition

COMMUNITY ASSOCIATION MANAGERS Mr. Zachary Matthews, Greensboro Mr. William Sean Mclean, CMCA, Holly Springs Associa HRW- Ms. Tashima Gary, Raleigh Associa HRW- Mr. Desmond Lawrence, Raleigh Associa HRW- Ms. Robin Pietryk, Raleigh Associa HRW- Ms. Taylor FutrellMcMillan, Raleigh Associa HRW- Ms. Ashley Pait, Cameron Associa HRW- Mr. Richard Leon Morang, CMCA, Raleigh Associa HRW- Ms. Takisha Brake, Raleigh

Capstone Realty ConsultantsMr. David A Whitaker, CMCA, Winston Salem

Cedar Management Group- Ms. Ashley Y. Kearnes- CMCA, AMS, Columbia, SC

THANK YOU TO THESE SUPERSTAR RECRUITERS!

Community Association Management Limited- Ms. Christina Louise West, Charlotte Community Association Management Limited- Mr. Timothy Carter, CMCA, Florence, SC Community Association Management Limited- Ms. Cyndi Hursey, Charlotte Concierge Property Management Group- Mr. Roshan Bhandari, High Point Concierge Property Management Group- Ravindra Sharma, High Point Crystal Coast Management Consultants- Mr. Nick Crane, CMCA, Emerald Isle FirstService Residential- Mrs. Courtney E Morris, Charlotte FirstService Residential- Mrs. Michelle Autrey Young, Burnsville Greenway Realty- Miss Wendy Gail Ramsey, Charlotte

Ravindra Sharma

Concierge Property Management Group

Greenway Realty ManagementMrs. Kera Denell HairstonWilson, Charlotte

Lisa Sasser, PCAM

Hawthorne Management Company- Mrs. Stephanie Paul, Charlotte

Keystone Property Mgmt

Randy Fann, PCAM

BUSINESS PARTNERS

Hawthorne Management Company- Nicole Turza, Charlotte

Pirate’s Cove Vacation Rentals and Property ManagementMrs. Ann Joyner Payne, CMCA, Manteo PPM, Inc., Ms. Lisa Bryson- Raleigh Premier Management Company- Mrs. Theresa Losaw, CMCA, AMS, Wilmington

Priestley Management Company- Mrs. Krista Marie Valade, Winston Salem

Cynthia Jones

Superior Association Management- Ms. Allyson Overcash, Huntersville

IPM Corporation- Ms. Amanda Smithie, Arden

Taylor Morrison- Ms. Candice Blakeslee, Raleigh

Karen Griffin, PCAM

Kuester Management GroupMs. Bridgette Alexandria Jividen, Leland

Sellers, Ayers, Dortch & Lyons, PA FirstService Residential

Derek May, AMS

Capstone Realty Consultants

We provide experienced counsel and clear advice to community associations to protect and enhance the quality of life in them for the long term.

Priestley Management Company- Ms. Brittany Nicole Davis, Greensboro

IPM Corporation- Mr. Andy Singleton, Arden

Association Management Group

Got Neighbors?

Neighbors & AssociatesMr. William Neighbors, Benson Omega Association Management- Mr. Daric Patrick, Raleigh

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Serving NC

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n HOA/condo litigation n Governing document amendments n Covenant and restriction violations n Collection of dues and assessments n Board/annual meeting controversies n Resolving neighborhood disputes

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Congratulate these committed professionals! These companies and individuals earned professional designations through March 31, 2022.

PROFESSIONAL COMMUNITY ASSOCIATION MANAGER (PCAM®) Ms. Susan Cocke, CMCA, AMS, PCAM, Asheville Ms. Elizabeth Howland, CMCA, AMS, PCAM, Fuquay Varina ASSOCIATION MANAGEMENT SPECIALIST (AMS®) Miss Rachel Bush, CMCA, AMS, Cary Mrs. Megan Alysa Clapp, CMCA, AMS, Greensboro

CERTIFIED MANAGER OF COMMUNITY ASSOCIATIONS (CMCA®) Mrs. Samantha L. Alexander, CMCA, Charlotte Mr. Jason Lare Campbell, CMCA, Banner Elk Mrs. Jaime Fox, CMCA, Charlotte Mr. Corey Jay Fulp, CMCA, Huntersville Ms. Kiera Jones, CMCA, Charlotte Mrs. Keri McGraw, CMCA, Flat Rock Mrs. Danielle Christine Elum Smith, CMCA, Wilmington Ms. Anna Sullivan, CMCA, AMS, Raleigh Mr. David A Whitaker, CMCA, Winston Salem

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Sign Me Up!

Chapter Overhauls Entire Volunteer Group Structure

Announcing an all-new slate of opportunities! Your Board of Directors and staff are excited to unveil a recasting of the chapter's entire lineup of volunteer groups and purposes. We began working with an outside consultant early last 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.)

Check Out Our New Volunteering Menu Where's your sweet spot?

Education Master Planning Committee

Publications Editorial Panel

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.

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.

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.

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!

Annual Conference Task Forces 2022 event is August 25-26 in Wilmington 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.

Law Day Annual Task Force

Metro Engagement Teams

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.

Continued on Page 11

2022 date is March 18 This team plans education session topic and speaker selection for this annual virtual event. 8

Serving NC

2022 1st Edition

Serving NC

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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.

This team develops each year’s offering(s) designed to serve the niche audience of management company executives.

• • •

Management Track Board Member Track Business Partner Track

Membership Development Committee 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 media

One member of each Metro Engagement Team will be included on this Committee.

Recognitions Committee This committee focuses on how we can celebrate credential holders, outstanding community associations and exemplary managers and more.

Mediation Panel 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. Serving NC

2022 1st Edition

Executive Forum Task Force 2022 date is May 12 in Pinehurst

•

Continued from Page 9

HOA Basics for 3 Member Segments

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Chapter Overhauls Entire Volunteer Group Structure

Attorney Roundtable 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 Committee.

Business Partner Advisory Panel 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.

Legislative Action Committee This subcommittee 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.

Chapter Board of Directors 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. 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. Continued on Page 13 2022 1st Edition

Serving NC

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Continued from Page 11

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Chapter Board of Directors (cont.)

"Flexible"

The Nominating Committee considers a variety of factors in developing each year's slate of candidates

We're also happy to hear from you if you just want to hold up your hand to volunteer "in general" as needs arise.

• • • •

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• • •

Tanya Cannaday VP / Relationship Manager 704-954-2135 Tanya.Cannaday@Truist.com

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.

Where's YOUR best fit?

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!

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CAI Chapter Impact: 2021 Year in Review 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

Ever wonder about the role of CAI’s 63 chapters across the country (and internationally)? Here’s a round-up of 2021 activities prepared by national CAI staff.

CHARLOTTE

Jim Ploughe 866-829-0656

CertaProCAIofNC.com

The first word that comes to mind is resiliency. CAI’s 63 chapters persevered despite the many challenges of the past 18 months plus. As an organization both chapters and headquarters (CAI HQ) have collaborated, learned, and grew in tremendous ways. We’ve used creativity, positivity, diplomacy, and integrity to rise to the challenges. Thanks to all our talented chapter executive directors and chapter leaders. Here are some highlights of things we collectively accomplished within the organization.

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2022 1st Edition

Networking

•

Our 63 chapters represent 42,000+ members around the country and the world.

•

In calendar year 2021, CAI gained 2.2% of our membership back from our all-time high in February of 2020 (pre-pandemic). We need to grow 1.2% or about 1,500 members to return to our pre-pandemic level.

CAI HQ hosted bi-monthly watercooler conversations with CEDs. This provided an opportunity for informal conversations to brainstorm and share.

•

Over the 12 months of 2021, 67% of our chapters experienced a net growth in membership with eight chapters growing more than 10% (Note- the North Carolina chapter by 8% in 2021.)

CAI HQ hosted monthly chapter president sharing sessions generating stronger relationships with CAI HQ, chapter leaders and amongst the chapter leaders network.

Education FIND OUT MORE

•

Over the past twelve months, CAI chapters collectively held more than 4,800 meetings, events, and webinars with more than 90,000 participants.

•

Chapters learned how to leverage Zoom plus multiple other virtual platforms to engage members in a virtual environment, resulting in chapter members spending more than 5,000,000 minutes on Zoom in 2021.

•

We created a national/chapter partnership to present Community Conversations Live, a live quarterly webinar series providing national panelists with local breakout sessions. First-year results were 2,000 attendees over four sessions.

Chris Bruffey

Senior Commercial Officer Senior Vice President, CMCA 919.645.4980 CBruffey@NorthStateBank.com NMLS# 888666

CommunityPLUS.com

Membership

•

The Chapter Knowledge Series was developed with regular monthly calls providing education from chapter leaders or headquarters staff on relevant topics.

•

Chapters celebrated 154 new PCAMs in 2021.

Advocacy •

CAI chapters support 36 state legislative action committees with more than 600 active volunteers.

•

CAI tracked more than 1,500 state bills in 2021 impacting chapter members. Some notable legislative initiatives in 2021 were virtual meetings, condominium safety and disaster relief.

•

Chapters across the country partnered with their Legislative Action Committees to provide legislative updates on law changes in the states.

Awareness/Communication •

Chapters created innovative ways to communicate with members from Zoom calls to more social media to videos.

•

60 chapters are on social media platforms including Facebook, Twitter, Instagram, LinkedIn, YouTube and TikTok.

Continued on Page 17 2022 1st Edition

Serving NC

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CAI Chapter Impact: 2021 Year in Review

commercial landscaping landscape design & installation landscape maintenance seasonal flowers drainage solutions storm clean-up

Continued from Page 15

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•

Printed newsletters and directories became virtual benefits providing more access and, in many cases, decreased administrative costs.

•

Diversity, Equity and Inclusion became a focus for CAI HQ and chapters.

Financial Sustainability •

CAI HQ deployed two financial surveys, August 2020, and July 2021, to determine the financial health of our chapters. In 2020, there was great anxiety about using reserves and not having enough funding. The latter survey showed more promise for the chapter’s financial futures.

•

Chapters created new sponsorship opportunities generating new revenue streams for virtual programming.

•

Expenses in some areas dropped drastically, such as food and beverage, while chapters spent more on technology than ever before.

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•

CAI chapters include more than more than 4,000 volunteers in chapter board leadership roles.

•

Chapters provide volunteer opportunities to approximately 3,000-chapter members serving on more than 350 committees nationally and around the globe.

•

CAI HQ facilitated 70 (mostly virtual) chapter visits, including speaking, participating in virtual trade shows, leadership training, etc.

•

We all adapted to a remote or hybrid work model. While more than half of our chapters already had remote offices, the other half learned to adapt to working remotely and managing chapter business in alternative ways.

•

ASAE memberships were provided by CAI HQ to all chapter executive directors to allow access to professional resources and education.

•

CAI HQ invested in Zoom for all chapters to access, resulting in 5,000,000 minutes of chapter content and meetings.

•

CAI HQ deployed a technology survey to determine the status and needs of chapters to facilitate opportunities to learn from each other.

CAI chapters are what makes CAI great! Through flexibility, sharing, innovation and implementing new ideas, look at all we’ve accomplished!

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704-377-5050 2022 1st Edition

Serving NC

CAI Advocacy Blog’s Top 10 Posts in 2021 2021 was a big year for CAI’s advocacy efforts and legislation relevant to the community association housing model. Community association leaders continued to turn to state laws and local mandates for guidance on holding virtual meetings, requiring use of face masks in common areas, and opening pools during the COVID-19 pandemic. In addition, calls to address racial injustice led to increased efforts to support fair housing, legislation to simplify the removal of racially restrictive covenants, and initiatives to promote diversity, equity, and inclusion in workplaces and communities across the U.S. On June 24, the partial collapse of the Champlain Tower South condominium in Surfside, Fla., left a wave of shock and devastation for our homeowner leaders, community association managers, and business partners. Following the tragedy, CAI made it a priority to provide information, resources, and public policy recommendations to community association leaders and legislators to address building maintenance, structural integrity, and reserve requirements for high-rises. In 2022 we are mindful of the importance of our work in building and maintaining communities that are preferred places to call home. Revisit the top 10 most read blog posts of 2021 and look forward to more content in the coming year by subscribing to the CAI Advocacy Blog.

CAI Releases Public Policy Recommendations to Improve Condominium Safety By Dawn Bauman, CAE | Nov 3, 2021 Following the tragic partial collapse of Champlain Tower South in Surfside, Fla., in late June, CAI convened three specialized task forces to explore changes to laws and best practices for the community association housing model that could help other communities prevent a similar event and to provide solutions for legislators addressing building safety in their districts.

Fannie Mae Releases New Project Requirements for Condominiums and Housing Co-ops By Dawn Bauman, CAE | Oct 26, 2021 On Oct. 13, Fannie Mae released new project requirements for condominiums and housing cooperatives following the partial collapse of Champlain Tower South condominium in Surfside, Fla., in late June. The requirements, which become effective Jan. 1, apply to loans secured by units in high-rise buildings containing five or more attached units. Continued on Page 21

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2022 1st Edition

Serving NC

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Latest Community Association Virtual Meeting Laws By Phoebe E. Neseth, Esq. | Sep 23, 2021 Many states have passed legislation allowing virtual meetings for community associations after restrictions on in-person interactions during the COVID-19 pandemic forced boards, community managers, and professional business partners to conduct business remotely. With many communities preparing to hold their annual general meetings in the fall, those located in states where virtual meetings are now permitted must decide whether to hold them remotely or in person.

What Community Associations Need to Know about Reserve Laws

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By Phoebe E. Neseth, Esq. | Jul 22, 2021

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Following last month’s devastating partial collapse of the Champlain Tower South condominium in Surfside, Fla., many community association managers, boards, and residents are eager to understand state laws and regulations around reserve studies and reserve funding.

BITE-SIZED KNOWLEDGE NUGGETS

A reserve study is a budget planning tool—consisting of both a physical and financial analysis— that identifies the components an association must maintain or replace, the current status of the reserve fund, and a stable and equitable funding plan to offset anticipated major common area expenditures, according to the Foundation for Community Association Research’s Best Practices report on reserve studies and reserves management.

Standards, Best Practices, and Public Policy Following Surfside Condo Collapse By Dawn Bauman, CAE | Jul 8, 2021

We're excited to introduce our new weekly series "Smarter in 5 Minutes." We'll bring this bite-sized education nugget to you each Tuesday, covering on a wide array of topics from our 2022 Elite & Platinum Supporting Partners. 20

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The past two weeks have been devastating after witnessing the partial collapse of the Champlain Tower South condominium in Surfside, Fla., learning of the lives that perished, and seeing the tragedy’s impact on survivors and those in the immediate community. An investigation into the cause of the condo collapse is ongoing; standards of practice and legal requirements related to ensuring maintenance and structural integrity of condominiums understandably are coming under scrutiny. Continued on Page 23

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CAI Advocacy Blog’s Top 10 Posts in 2021 Continued from Page 21

Supporting Condominium Communities in Wake of the Surfside Tragedy By Dawn Bauman, CAE | Jul 1, 2021 After the tragic collapse of the Champlain Tower South condominium in Surfside, Fla., condominium association residents have questions about the safety of their own communities and are wondering how to protect their buildings. As the leading authority in community association education, governance, and management, CAI is providing information and resources regarding structural integrity, maintenance, and reserve funds.

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Pride Month. Flag Day. What to know about community association flag displays. By Dawn Bauman, CAE | Jun 10, 2021 June is Pride Month. This year, President Joe Biden has called upon Americans to recognize the achievements of the LGBTQ+ community, to celebrate their diversity, and for those who support LGBTQ+ rights to wave their pride flags high.

What Community Associations Should Know About Assistance Animals By Phoebe E. Neseth, Esq. | May 13, 2021 “… for over 25 years, AMG has managed our community and have always been professional, helpful and extremely responsive!” — Covington Place For more information, call us toll-free at

1-888-908-4264 or visit our website at

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In honor of May being National Pet Month, we offer a summary of what constitutes an assistance animal, laws and regulations that apply to their ownership, and the approach community associations can take to rules and regulations specific to these animals.

An Unfortunate Legacy: A Brief History of Racially Restrictive Covenants By Dawn Bauman, CAE | Feb 18, 2021 February is Black History Month, a time when we recognize the contributions of African Americans throughout U.S. history and remember the challenges they have overcome and continue to face in the pursuit of equality. When it comes to housing, discriminatory practices such as racially restrictive covenants left a disheartening legacy for Black homeowners and, while legally unenforceable today, many of these covenants are still recorded on the historic deeds of individual homes and in community association governing documents.

Six Offices to Serve You in North and South Carolina 22

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2022 Community Association State Advocacy Priorities

by Phoebe E. Neseth, Esq.

Forty-six U.S. state legislatures will be in session in 2022. CAI’s state government affairs efforts are a member-driven, targeted advocacy program dedicated to improving policy outcomes for the community association housing model through CAI’s state legislative action committees, as well as engagement with CAI members, community association experts, and state policymakers. With the pandemic continuing to negatively impact the national and global economy, state budgets, and housing security for homeowners and renters, state legislatures will be forced to review these COVID-19-related challenges in the coming year. More importantly, many state legislatures are navigating how they will convene to conduct business (remotely or in person) and who will be allowed to participate (i.e., advocates, lobbyists, etc.) In addition to the pandemic, state legislatures are considering legislation in response to the tragic partial collapse of Champlain Tower South in Surfside, Fla., in late June. Following the collapse, CAI convened three specialized task forces to explore changes to laws and best practices for the community association housing model that could help other communities prevent a similar event and to provide solutions for legislators addressing building safety in their districts. Public policy recommendations in the areas of reserve studies and funding, building maintenance, and structural integrity are detailed in CAI’s Condominium Safety Public Policy Report released in late October. CAI believes these recommendations should be considered for adoption into state law to support the existing statutory framework for the development, governance, and management of community associations. CAI’s Government and Public Affairs team surveyed more than 600 representatives from 36 state legislative action committees, the Federal Legislative Action Committee, and the Government and Public Affairs Committee to rank CAI’s state advocacy priority issues for 2022 from highest to lowest. Twenty-five percent of members from 31 of 36 state legislative action committees provided insight into anticipated challenges community associations will face in state legislatures in the coming year, detailed below: VIRTUAL MEETINGS AND ELECTRONIC VOTING FOR RESPONSIBLE COMMUNITIES. Many community associations are finding value in governing in a virtual world after having to pivot meetings and operations to an online format during the COVID-19 pandemic. CAI anticipates that virtual meetings and electronic voting legislation will continue to be introduced in state legislatures in 2022.

CAI supports legislation that allows community association board and general membership meetings to be held virtually. In 2021, 23 states and the District of Columbia introduced some form of virtual meeting legislation, which 10 states passed with the help of CAI’s state legislative action committees. We are anticipating states that were not successful to reintroduce these bills, providing the opportunity for community association boards and homeowners to meet virtually and vote online. CONDOMINIUM SAFETY: RESERVE STUDIES AND FUNDING. CAI supports statutorily mandating reserve studies and funding for all

community associations. The public policies in the Condominium Safety Public Policy Report provide details to help communities prepare for and a timeframe to practically transition to these new requirements to avoid financial strain on homeowners and the association. The Foundation’s Best Practices Report: Reserve Studies and Reserve Management provides excellent procedures pertaining to reserve planning and funding for homeowner leaders and community managers to put into practice immediately.

CONDOMINIUM SAFETY: BUILDING MAINTENANCE AND STRUCTURAL INTEGRITY. CAI supports additional requirements by

developers in both areas during the development process and prior to transition to the homeowners. Structural integrity is addressed through statutorily mandated building inspections starting when the building is 10 years old, another inspection at 20 years, and every five years thereafter. Inspections are based on the American Society of Civil Engineers’ (ASCE) published protocol for building inspections (ANSI).

AMENDMENT PROCESS TO REMOVE DISCRIMINATORY COVENANTS. To advance racial equity, CAI supports a process by which a community association board may remove antiquated and unenforceable discriminatory restrictions contained in covenants without a vote of the owners. CAI advocates for the adoption of state legislation providing a process that allows the removal of restrictions deemed to be discriminatory under the federal Fair Housing Act and/or state anti-discrimination laws. In 2021, 16 states introduced this legislation, with five states passing procedures for community association boards to remove discriminatory covenants. BOARD AUTHORITY AND RESPONSIBILITY. CAI supports public policy that is consistent with making sure a board’s purpose to foster a vibrant, responsive, and competent community association that promotes harmony, a sense of community, and responsible leadership. Common traits of these community associations include good communication, trust in the board of directors and management, continuing education of board members and homeowners, adoption of rights and responsibilities for better communities, and uniform, flexible, and reasonable enforcement of governing documents. Inclusiveness—the involvement of as many residents of the community as possible—is a critical element in fostering a sense of community. HOUSING AFFORDABILITY. CAI supports incentives providing access to sustainable homeownership, including the construction

and rehabilitation of affordable housing units, within the community association housing model.

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CAI does not support government preemption of lawful zoning and land use policies adopted by municipalities or of community association covenants that govern property use. Community association autonomy over lot size and use—including placement of multifamily structures on lots designated for single-family use by association covenants and placement of accessory dwelling units—should not be diminished by state policy.

Government Taking Your Property?

Put Justice On Your Side. Do you manage an HOA that had part of its common area taken? The Justice Firm, LLC provides: • Free legal consultations; • Statewide legal practice; • Targeted expertise on a contingency fee basis and; • A proven track record in maximizing compensation. For more information go to www.thejusticefirm.com or call 704-377-4747.

100 North Tryon Street • Suite B220-397 • Charlotte, NC 28202

THE TRUSTED PARTNER IN COMMUNITY MANAGEMENT

PROTECTING PROPERTY RIGHTS, PRIVATE CONTRACTS, AND COMMUNITY ENGAGEMENT. CAI supports public policy that

Reserve Studies Transition Studies Construction Administration Engineering Evaluations www.gfengineers.com 919-465-3801 – Raleigh Office 704-810-1808 – Charlotte Office

is consistent with the legal framework of a deed-restricted community that relies on private land use covenants. Private land use covenants are the foundation of the community association housing model and include architectural guidelines enforced within community associations. A private contractual relationship exists between each owner or resident and the association. These parties have the legitimate expectation of receiving the services and benefits of membership in the community in exchange for payment of assessments as part of this agreement. Covenants may be amended or altered with a vote of the community’s homeowners (typically two-thirds majority or 67%). CAI opposes policy that preempts these private contracts and property rights for all owners. If you have questions or comments, please contact CAI’s Government and Public Affairs team at government@caionline.org and learn more about CAI’s advocacy priorities.

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Kuester Management Group Toll Free: 888.600.5044 Client Services: support@kuester.com Website: www.kuester.com

Let Us Review Your Association’s Insurance Program We specialize in working with single family, townhomes and condominiums. Our crime and fidelity policies are comprehensive and affordable. And if you have a pool, we will make sure you have the correct umbrella! To contact us call 919/208-2303 or email info@welovehoas.com.

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