Focus L.A.’s Premier Source of Information for Community Associations January/February 2014 Protecting CommunityYourFrom Fraud California Court of Appeals Expands Association Rights Outside of SB800 The Importance of Professionalism in Meetings New Beginning in 2014 SAVE THE DATE: CA Day at the AprilSacramentoCapitol6-7
FEATURING • Meet & Greet • HOA Industry Experts on hand • HorsComplimentaryd’oeuvres • Opportunity to Win $100 Cash Prizes during Meet & Greet • Raffle Prizes CAI-Greater Los Angeles Chapter Presents Thursday, May 1, 2014 DoubleTree by Hilton Hotel Torrance – South Bay 21333 Hawthorne Blvd. • Torrance, CA 90503 Admission and Self Parking is complimentary for HOA Board Members and Managers Advance Registration by April 1 enters you in the Special Prize Drawing awarded at the Dinner (must be present to win) Reservations – HOA Board Members & Managers: Complimentary* *HOA Member Guests will pay a discounted price of $20 per person for dinner Please RSVP before April 26 — Dinner Capacity Limited • Online: www.cai-glac.org • E-mail: joan@cai-glac.org • Phone: 818-500-8636 • Fax: 818-500-8638 EVENT SPONSORS General Pavement Management, Inc. International Realty Investments Popular Association Banking GRAND PRIZE SPONSOR Accurate Termite & Pest Control SCHEDULE 5:30 p.m. Meet & Greet Industry Service Providers 7:00 p.m. Dinner with PresentationEducational Again This Year! Complimentary Dinner with Education Presentation, following Meet & Greet for HOA Boards & Managers
Pros EDUCATION
FRESHCO
Gregg Lotane, CCAM®, PCAM®, Treasurer The Wilshire Condominiums, 310-446-5333
This publication seeks to provide CAI-GLAC’s membership with information on community association issues. Authors are responsible for developing the logic of their expressed opinions and for the authenticity of all facts presented in articles. CAI-GLAC does not necessarily endorse or approve statements of fact or opinion made in these pages and assumes no responsibility for those statements. By submission of editorial content to CAI-GLAC, the author acknowledges and agrees to abide by the editorial and policy guidelines. Copyright © 2014. All rights reserved. Reproduction in whole or in part without written permission is prohibited. CAI is a national, not-for-profit association created in 1973 to educate and represent America’s residential community association industry.
National Office Address: 6402 Arlington Blvd. #500, Falls Church, VA 22042 Tel: 888/224-4321 • Web Site: http://www.caionline.org 130 N. Brand Blvd., Ste. 305 Glendale, CA 91203 Office: 818-500-8636 Fax: 818-500-8638
GOLF TOURNAMENT Teresa Agnew, Roseman & Associates, APC Daisy Vasquez, Securitas S. Grane, Lynne Collmann, Jones, CCAM®, CMCA®, Phillips, CCAM®, CMCA®, PCAM®, Donald Campbell, CCAM®, CMCA®, AMS®, Wilshire Angel Fuerte, Painters, Joanne Peña, CMCA®, AMS®, PCAM®, Horizon Management Company
STAY CONNECTED: SAVE THE DATE: CA Day at the Capitol Sacramento, April 6-7 On the Cover Heather Village Association Culver City Photo Courtesy of Ted Manzano, CCAM®
Regent HOA
AMS®,
AMS®, PCAM®, Valencia Management Group Craig
Meigan Everett, CMCA®, Gold Coast Property Gerry Suenram, CCAM®, PCAM®, Action Property Management
Joan Urbaniak, MBA, CMCA® 2014 COMMITTEE CHAIRS
Alante/MCS Insurance Services Web Site
CMCA®, AMS®, Savoy Community Association SATELLITE PROGRAMS Gail
Inc. WINE NIGHT
COMMUNITY OUTREACH
FINANCE
Security Services USA, Inc. LEGISLATIVE ACTION Lisa Tashjian, Esq., Beaumont Gitlin Tashjian MARKETPLACE Alan Denison, Stay Green Inc. MEMBERSHIP TBD MEDIATION SERVICES Matthew Grode, Esq., Gibbs, Giden, Locher, Turner & Senet, LLP PROGRAMS/LUNCHEONS Linda Healey, CCAM®, PCAM®, The Californian on Willshire PUBLIC RELATIONS TBD PUBLICATIONS Matthew Gardner, Esq., Richardson Harman Ober PC FOCUS Magazine Matthew Gardner, Esq., Richardson Harman Ober PC Membership Directory Stephen
Lynn WarnerRugerClub Villas HOA, 818-703-7090 Lisa Tashjian, Esq. Beaumont Gitlin Tashjian, 866-788-9998 DIRECTOR
Robert Ridley, Esq. Castlegate HOA, 213-626-0291
DIRECTORS
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 1 NEWSWORTHY 6 Protecting Your Community Association from Fraud 10 California Court of Appeals Expands Association Rights Outside of SB 800 12 Going Rogue: Avoiding & Successful Handling of Renegade Board Members 14 It’s Moving Day Again! Tips on Protecting Your Properties 26 NEWS FROM SACRAMENTO 23 What is CLAC? 24 Wake Up! Time to Take Center Stage: Excelling at Work/Life Balance 26 The Importance of Professionalism in Meetings CHAPTER UPDATE 2 Note From the Editor’s Desk 3 President’s Message 4 2014 Board of Directors NOTEWORTHY 3 Essentials of Community Leadership Workshop 16 Holiday Happy Hour 20 CAI Christmas Elves Deliver Toys 29 2013 Recruiter Contest Grand Prize Winner FYI 30 CAI-GLAC Membership News 32 2014 Upcoming Events 32 Advertisers Index 32 Advertising Information 32 Errors & Corrections 33 2014 PMDP National Course Schedule 2014 BOARD OF DIRECTORS OFFICERS Matt D. Ober, Esq., President Richardson Harman Ober, PC, 626-449-5577 Katy Krupp, President Elect Fenton, Grant, Mayfield, Kaneda & Litt, LLP, 949-435-3800 Michael Lewis, CCAM®, CMCA®, AMS®, PCAM®, Vice President Concept Seven, LLC, 310-622-7012 Joanne Peña, CMCA®, AMS®, PCAM®, Secretary Horizon Management Company, 310-543-1995
Jolen Zeroski, CMCA®, Union Bank HOA Services
CHAPTER EXECUTIVE
Jolen Zeroski, CMCA®, Union Bank Homeowners Association Services
Carol Brockhouse, AMS® Donald Campbell, CCAM®,CMCA®, AMS® Wilshire Regent HOA
Tina Chu, Esq. Adams Kessler, PLC, 310-945-0280 Pamella De Armas SAX Insurance Agency, 310-740-4274
International Tower Owners Assn. SOCIAL
CommerceWest Bank Select Painting
ValleyCrest Landscape Maintenance Wolf, Rifkin, Shapiro, Schulman & Rabkin, LLP
Thomas E. Miller, Esq. and Rachel M. Miller, Esq. provide us with a great update on the SB800 process and how owners and associations can use it to recover damages from construction Manydefects.boards spend more time worrying about owners at open forum than they do about keeping Western Bank Payne Pest Management
FRESHCO Painters, Inc. International Realty & Investments MeterNet Sub-Metering & Billing Solutions Mission Landscape Services Poindexter and Company, CPAs Richardson Harman Ober PC Rose Paving, Inc. Silldorf & Levine, LLP South Shore Building Services, Inc.
Beaumont Gitlin Tashjian Berg Insurance Agency, Inc.
FROM THE EDITOR’S DESK NOTE
Milstein Adelman, LLP Mutual of Omaha Bank/CondoCerts
Most of us are somewhat familiar with how our communities are supposed to handle construction defect issues.
Three Phase Electric We thank our 2014 sponsors who have made a substantial contribution to ensure our continued success this year. Contact the Chapter Office at 818-500-8636 to sponsor a program or an event.
CAI-GLAC does not necessarily endorse or approve statements of fact or opinion made in these pages and assumes no responsibility for those statements. Authors are responsible for developing the logic of their expressed opinions and for the authenticity of all facts presented in articles. directors on track during the meetings. Often directors can be the biggest distraction from accomplishing business at meetings. Lisa A. Tashjian, Esq. offers some insight into director responsibilities and how to limit the impact of rogue directors. A new year will also bring in new residents. Even with deposits to cover damages, associations could save themselves headaches by limiting the damage that occurs during moveins and move-outs. Ram Katalan recommends some policies to implement before the moving company arrives, tips for residents, and how to successful interact with moving companies during the big day. All those people interested in keeping their 2014 resolutions need to read the article by Joan Frances Moran. Ms. Moran, the featured speaker at our February program, offers us her advice on how to keep ourselves on track and make the most of a work/life balance.
BRONZE Accell Property Management, Inc., AAMC Action Duct Cleaning Cleaning Co., Inc.
Preparation is the key to success for everything, but especially when it comes to board meetings. Following on our article about keeping rogue directors in line is an article from Neda Nehouray on how to conduct a professional meeting and get the most out of your volunteers at meetings. With these tips, we can all look for a better start to the new year — Matthew Gardner,EditorEsq.
SILVER A.ALLBRIGHT 1-(800)-PAINTING Association Reserves, Inc.
California Safety Agency Cardinal Property Management, AAMC/ACMF CBI-Collins Builders, Inc.
Seacoast Commerce Bank State Restoration, TimothySwedelsonGottliebInc.ClineInsurance Agency, Inc.
2014 SuperCAI-GLACSponsors PLATINUM Accurate Termite & Pest Control Fenceworks, Inc. Fenton, Grant, Mayfield, Kaneda & Litt, LLP Ferris Painting, HiGuard-Systems,Inc.Inc.TechPainting&Decorating, Inc. Steven G. Segal Insurance Agency, Inc. Pacific
Marina Landscape, Inc.
Stonemark Construction Management The Termite Guy & IRC Services
2 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter 2014 is finally here. That means we can all start using those updated Civil Code sections we have memorized. It is also a good time to restart our engines and commit ourselves to growth. As the year starts, we can revisit our routines and help us keep those New Year Aresolutions.newyearmay mean new directors, managers or vendors for your community. To stay on top of these issues, we start out with an article about protecting your association from financial fraud by Ronald S. Stone, Ph.D., CPA, CFE. You can find tips on how to spot fraudulent activity in your community, what steps to take to minimize the damage, and tips for preventing future fraud opportunities.
PCW Contracting Services, Inc. Reserve Studies Incorporated SAX Insurance Agency
California Waters Critter Busters, Inc. General Pavement Management, Inc.
Popular Association Banking Preferred Commercial Painting, Inc. R.W. Stein Painting, Inc. S.B.S. Lien Services
Union Bank HOA Services GOLD Adco Roofing and Waterproofing AIPM, Inc. Best Alliance Foreclosure & Lien Services
Please contact the Chapter Office at 818-500-8636 to express your interest in the above committees or any of our other active Chapter Committees.
— to become involved in a significant way. Whatever this means to you, we encourage you to make your connection to CAI-GLAC this year significant and in return, you will see a return on your investment. Whether you are new to CAI or a twenty-year veteran, I challenge each of you to be engaged in your business, your industry and our Chapter. There are many ways to get engage in CAI and I hope you have an opportunity to participate in some meaningful way. Of course, one of the best ways to engage is through committee work, and we have several of them. In fact there is a Chapter committee of every shape, size and topic to suit any member’s desire and time commitment available. Just this year, the Chapter formed three new committees to fill the needs of our members. Our Legislative Support Committee (LSC), chaired by Lisa Tashjian, will work with our Chapter delegates to provide much-needed grass-roots support for or against proposed legislation impacting our community associations, and to support the efforts and strengthen awareness of the California Legislative Action Committee (CLAC). We also have formed (or I should say re-ignited) the Business Partners Committee. The committee will combine forces to enhance networking opportunities among business partners, and our manager and association members. The focus of the committee will be to develop ways to highlight the outstanding products and services offered by our business partners who specialize in or are experts in the common interest development Ofcommunity.course,without our Chapter volunteers GLAC would be nothing. Each of you who finds time in your lives to contribute to CAI—to engage, makes a meaningful contribution to the growth and success of the Chapter. Since a successful Chapter means greater opportunity for your business or community, this year we will highlight our outstanding volunteers with some much deserved and long overdue recognition. By honoring those among us who have gone that extra mile, or are a cut above, we FROM THE PRESIDENT MESSAGE
$80/Member;Cost: $100/Non-member Next Saturday,Class:April 12, 2014 Approved by Department Real a proper use of association funds. Course includes course materials, continental breakfast and lunch. Workshops are held on Saturdays. Call the Chapter Office at 818.500.8636 for a Workshop schedule. The location varies — if you can guarantee 10 attendees, we’ll come to your association!
Best,Matt D. Ober Chapter President Approved by the Department of Real Estate as a proper use of association funds. Course fee includes course materials, continental breakfast and lunch. Workshops are held on Saturdays. Call the Chapter Office at 323.254.9526 for a Workshop schedule. The location varies - if you can guarantee 10 attendees, we’ll come to your association! Have You Just Been Elected to Your Board... Or Are Contemplating Running for a Board Seat? CAI offers a one-day workshop that you won’t want to miss! It gives you the basics that you need to govern more effectively and efficiently. You’ll leave the workshop with new ideas, solutions to problems, handouts for future reference and the knowledge that there are more resources and people to help you with your leadership responsibilities. Course topics include: responsibilities, rule enforcement, maintenance, finance, reserves, insurance and board meetings.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 3
$80/Member;Cost: $100/Non-member Next Class: April 14, 2012 GoTBDLocation:towww.cai-glac.org for more details and registration. RockpointeLocation: HOA, Chatsworth Go to www.cai-glac.org for more details and registration.
Engage: Become Involved, Connect. shed light on the value of Chapter membership and create incentive for others to join and become involved. Our Awards and Recognition committee is just forming, and we are looking for volunteers to help us give back to our industry this year.
TO BE ENGAGED IS TO ESTABLISH A MEANINGFUL CONNECTION
Finally, I am fortunate to serve at a time when our Chapter is enjoying remarkable success and honored to serve along such an accomplished yet unselfish group of volunteers who have the best interests of the Chapter at heart. In this issue of Focus we provide you the names and faces of your Chapter leaders with whom I proudly serve. Please know that we are here to serve you and help you make the most of your membership in CAIGLAC, and we welcome your contribution to our Chapter.
Carol is serving the second year of her three-year term on the Board. She was previously Membership Committee Chair and is currently active on the HOA Marketplace Committee. Carol is a regular attendee at Chapter events and an Ambassador at Chapter luncheons.
Gregg’s goals are to continue to assist the Chapter in moving forward with positive initiatives to add value to all members, provide improved education, maintain the excellent fiscal strength of the Chapter and promote membership growth.
VICE MICHAELPRESIDENTLEWIS, CCAM®, CMCA®, AMS®, PCAM® — CONCEPT SEVEN, LLC
PRESIDENT ELECT KATY FENTONKRUPPGRANTMAYFIELD
Carol is committed to ensuring that the Chapter meets the needs of managers, business partners and homeowners alike and that members receive value from their investment of both time and money in CAI.
Michael Lewis has been active in the property management industry for more than 10 years and specializes in community associations. He is the CEO of Concept Seven, LLC, in Torrance. Mike has recently been re-elected for a second three-year term on the CAIGLAC Board of Directors. He is an active member and supporter of this chapter, previously serving as Chair of the Chapter’s South Bay Satellite educational programs. Mike plans to continue working on the goals and aspirations that the Board has implemented over the last few years. The Chapter is seeing record income, growth and member retention as compared to the prior decade, and he is committed to helping to continue these trends while developing more efficient and innovative ways of serving the membership. With the Business Partner category being the largest contingent of members, Mike strongly believes that focusing on their overall satisfaction will lead to continued success and growth for the membership as a whole.
BOARD OF DIRECTORS 2014
THE WILSHIRE Gregg Lotane is the general manager at The Wilshire on the Wilshire Corridor. A member of CAI since 1986, Gregg is serving the last year of his second term on the CAI-GLAC Board. An attendee at the majority of chapter events, he served on the Board’s Executive Committee as Treasurer in 2013. Chapter activities have included chairing the Education Committee, serving on the Mediation Services Committee and facilitating Essentials of Community Leadership Workshops.
Joanne previously served on the CAI-GLAC Board of Directors (20022008) and was Chapter President in 2005. For the past two years, Joanne has served on the Executive Committee as Chapter Secretary. Her threeyear term expires at the end of 2014 with eligibility to run for a second term. In addition Joanne has volunteered on the Publications, Wine Night, Membership and Community Outreach Committees. Joanne actively supports the Chapter’s efforts to promote professionalism within the industry, provide educational opportunities for managers and community volunteers, and offer valuable networking opportunities for our business partner members.
CAROL BROCKHOUSE , AMS®
HORIZON MANAGEMENT COMPANY
4 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
JOANNESECRETARYPEÑA , CMCA®, AMS®, PCAM®
GREGGTREASURERLOTANE , CCAM®, PCAM®
Joanne Peña has been a portfolio manager with Horizon Management Company since June 1995. Prior to joining Horizon Management Company, she served on the SummerWind Condominium Association Board of Directors and was Board President for two years.
COMMUNITY MANAGER Carol Brockhouse has been managing common interest developments for 30 years, principally as an on-site manager in Ventura, Los Angeles and San Diego Counties.
KANEDA & LITT LLP Katy Krupp is the Director of Business Development /Paralegal at Fenton Grant Mayfield Kaneda & Litt LLP. She is a member of several CAI chapters and has been active is this chapter for 10 years. Katy is serving the second year of her second three-term on the CAI-GLAC Chapter Board of Directors. In 2012 she was Treasurer and in 2013 she served as Vice President. In attendance at most CAI-GLAC events, Katy is also active on the Wine Night Committee and as an Ambassador at Chapter luncheons. Her goals are to make CAI-GLAC the strongest and most cohesive chapter in California—focusing on increasing membership through diversity, pursuing our on-line educational opportunities and strengthening our business partner/community management relationships. This will center on seeking the most up-to-date HOA education possible for community managers, business partners and chapter volunteers. She believes an informed chapter will increase the level of professionalism and assuredly, participation.
PRESIDENTMATTOBER , ESQ. RICHARDSON HARMAN OBER PC Matt Ober is a senior partner of Richardson Harman Ober PC where he specializes in the exclusive representation of community associations throughout Southern California. Matt is a member of CAI’s National Faculty, a member of CAI’s College of Community Association Lawyers, a Delegate to CAI’s California Legislative Action Committee (CLAC) and a co-author of CAI’s California Law Course for Community Association Managers and CAI’s Board Education Course.
Matt is serving his first year of a second three-year term on our Board of Directors. He assumed the Presidency in May 2013 and will continue to serve as Chapter President until the end of 2014. Matt is committed to taking the Chapter to the next level of professionalism, excellence and membership growth. He wants to create greater opportunity for business partners to obtain value from their membership, and he continues to encourage the Chapter to focus on educational programs and industry events that provide homeowners and community managers meaningful exposure to what our business partners have to offer their communities.
MEIGAN EVERETT, CMCA®, PCAM® GOLD COAST PROPERTY PROS
Meigan Everett has been an active member of this chapter since 2007 and is currently serving as Community Outreach Committee Chair. She is a real estate broker, philanthropist and owner of Gold Coast Property Pros in Marina del Rey. Meigan was recently elected to the Board for a three-year term. Dedicated to her profession for more than 15 years, Meigan believes that CAI and its network of business partners are key to professional, knowledgeable management. She wants to ensure that managers, HOA board members and business partners learn the value of membership in CAI and benefit from its resources.
Don would like to help grow the Greater Los Angeles Chapter and potentially bring in some fresh ideas. He wants to give back some of his time to an industry that has been good to him and one that he happens to love. He would like to do this in the company of like-minded individuals who feel the same way. Don looks forward to helping expand the member base and bringing more recognition to our industry.
TINA CHU, ESQ. ADAMS KESSLER, PLC
Robert Ridley is the president of Castlegate Homeowners Association in Pasadena. Professionally, Bob is a partner in the Los Angeles law firm of Farmer & Ridley, LLP, with a specialty in employee benefits. He is currently serving this last year of a three-year term on the Board, and eligible to run for a second term.
LYNN WARNERRUGERCLUBVILLAS
Lisa is currently serving her fourth year as Legislative Support Committee Chair, as well as being a frequent facilitator of the Essentials of Community Leadership Workshops. She is immediate Past President of the CAI-Channel Islands Chapter.
LISA TASHJIAN, ESQ. BEAUMONT GITLIN TASHJIAN Lisa Tashjian has recently been elected to the board of directors. A partner with Beaumont Gitlin Tashjian, she has devoted her career to representing community associations, focusing on litigation including dispute resolution, arbitration and trial work. She also supervises the firm’s attorney-managed assessment collections department.
HOA
An advocate for HOA board education, Bob is committed to helping the Chapter further develop its educational offering to HOA boards and to increasing awareness about CAI to the greater community.
An active member in CAI-GLAC since 2008, Tina Chu practices common interest development law as an associate attorney of Adams Kessler PLC. After serving on numerous committees as a volunteer and as Chair of the Membership Committee, she was elected to the Board and is serving her third year of a three-year term. Tina is eligible to run for a second term. She is an active liaison to the Publications Committee and attends the majority of Chapter events. With her thorough knowledge of the industry, Tina is committed to promoting standards of professionalism, not only in our daily interactions with one another, but also in how we represent the Chapter.
DONALD CAMPBELL , CCAM®, CMCA®, AMS® — WILSHIRE REGENT HOA Don Campbell was appointed to the Board in early 2014 and is serving a second year as Social Committee Co-chair. He has been General Manager of Torrance-Windemere on the Green HOA for four years. In early March Don will become the General Manager of Wilshire Regent HOA. He is currently working on his Professional Community Association Manager (PCAM®) designation.
Lynn Ruger is on the board of directors of Warner Club Villas HOA in Woodland Hills. A CAI member since 2009, Lynn has enjoyed many of CAI’s activities, including Valencia Breakfasts, Essentials Workshops, HOA Marketplaces and other activities.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 5
PAMELLA DE ARMAS SAX INSURANCE AGENCY
As a licensed insurance agent with SAX Insurance Agency, Pamella De Armas has been serving our industry and CAI-GLAC for six years. She is serving the second year of her second threeyear term on the CAI-GLAC Board of Directors. Pamella has been an active chapter member, attending the majority of Chapter events, serving on the Ambassadors and Wine Night committees, facilitating Essentials of Community Leadership Workshops as well as chairing the Social Committee for two years. She looks forward to continuing to expand both networking and educational opportunities for our members and believes that respect, trust and integrity are the keys to success in performing activities and events and in everyday professionalism.
Lynn is serving her second year of a three-year term on the CAI-GLAC Board of Directors. She is dedicated to continuing to develop HOA education and works to spread the word about CAI and its benefits to HOAs.
ROBERT RIDLEY, ESQ. CASTLEGATE HOA
Lisa is dedicated to helping the Chapter reach its goals and to provide all members with great educational, marketing and networking opportunities. Very involved as the Chapter’s Legislative Support Committee Chair and serving as liaison to the California Legislative Action Committee (CLAC), as a CAI-GLAC board member, Lisa will continue to dedicate herself to promoting CLAC and educating members regarding the importance of having a voice in Sacramento. It is her goal to “make the Greater Los Angeles Chapter SHINE!”
ASSOCIATIONS ARE PARTICULARLY VULNERABLE TO FRAUD In the booklet Preventing Fraud: How to Safeguard Your Organization (2001, BoardSource), the authors suggest that non-profit organizations are particularly vulnerable to embezzlement for various reasons, including the indifference of members and a higher level of trust than that found in most for-profit businesses. Board members who volunteer their time are very often reluctant to ask questions about the association’s ability to keep assessments from increasing over time. Most importantly, association managers, staff and board members are often unfamiliar with the importance of strong accounting and financial controls—including the need for separation of financial duties, adequate documentation to substantiate payments for goods and services received, and independent audits on performance. When a combination of these factors is in place, the opportunity to defraud an association is high.
2. Reserve accounts should be under board control. Detailed records should be kept on reserve transactions. Transfers should be authorized in writing and approved in detailed board minutes.
Reprinted with permission from California Association of Community Managers, Inc. (CACM) Vision magazine (Copyright, 2014, CACM)
RECOGNIZING SIGNS OF FRAUD
Protecting Your Community Association from Fraud
CONTINUED ON PAGE
Aside from enforcing the rules, maintaining the common areas and fostering community cooperation, a community association manager and all board members — not just the treasurer — should understand the financial aspects of operating an association, safeguarding its assets, and making sure that no fraud takes place. Here are some suggestions to fulfill these responsibilities:
8
6 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
At the outset, fraud may not be obvious. However, there are usually “red flags” signaling suspicious transactions.
PREVENTING FRAUD
A treasurer of a 24-unit homeowners association in Los Angeles embezzles funds designated for reserve expenditures; a community manager of a 225 single-family home development in Thousand Oaks, California, uses association money to pay off debts accrued by other associations; a community manager in Calabasas, California, creates phony vendor invoices and falsifies bank statements on his way to pocketing over $1.5 million. These incidents of fraud are just some of the many that are on the rise in community associations. Like many before them, the board members of these associations were too complacent, too timid, or just didn’t understand the importance of operating an association like a business and the need for good internal accounting controls. Community associations should be aware of the fraud warning signs and should initiate preventive measures to minimize the chances of fraud before they can occur.
3. Review monthly financial reports. Financial statements should be prepared and reviewed on a monthly basis. These include balance sheets, statements of revenues and expenses (income statements), and comparisons of actual vs. budgeted expenditures with written explanations of significant variances.
WHAT IS FRAUD? In general, fraud involves serious wrongdoing with malicious intent for the financial benefit of an individual. There are three essential elements in any fraud: 1) misrepresentation or concealment of significant information by the perpetrator (“the lie”); 2) the victim’s reliance on the perpetrator’s misrepresentations (“reliance”); and 3) the victim’s loss of something valuable (“the loss”). Throw in a bit of greed, lack of ethics, and an oversized ego, and you have all the ingredients of fraud that can adversely affect any association and its owners.
By Ronald S. Stone, Ph.D., CPA, CFE
Observation of a person’s habits and especially “changes” in habits and lifestyles are some red flags, especially when he or she spends more money than seems reasonable on their home, jewelry, clothing, a boat, a new car, an expensive vacation, and the like. People who commit fraud generally have difficulty looking other people straight in the eye, become easily irritated, are very defensive, overly argumentative, and find excuses and scapegoats when someone finds errors and irregularities which the perpetrator of the fraud is trying to conceal. Indicators of fraud also appear in the accounting records. Missing bank statements and bank reconciliations, inaccurate general ledgers, missing documents, photocopies in place of originals, unexplained cash shortages, unauthorized credits to homeowner accounts, increased past due accounts, duplicate payments to vendors, unauthorized purchase transactions and payments for unspecified services are all telltale signs of fraudulent behavior.
1. Keep association records up-to-date. These include cash receipts and disbursement journals, the general ledger, subsidiary ledgers such as member receivables for regular and special assessments and payroll reports.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 7
Ronald S. Stone is a certified public accountant, holds a doctorate in management from UCLA and is a professor of accounting and information systems at California State University ,Northridge. He is a certified fraud examiner. Ron can be reached at rstonecpa@gmail.com.
Finally, define acceptable and unacceptable activities in your association, including fully investigating suspected fraud and treating offenders in a consistent manner. Fraud prevention and detection is important to any community association’s long viability.
11. Hire a CPA who is familiar with accounting and auditing standards established by the American Institute of Certified Public Accountants. The entire board should interview the CPA, not just the treasurer or community manager. Consider a thorough review or audit whenever there is a change in management companies.
9. Obtain several bids for all major contracts and check references. Compare bids based on the same set of specifications. Only use vendors that are licensed and insured. Avoid any conflicts of interest by not soliciting or accepting bids from board members, their friends or relatives.
12. Restrict advance amounts to a predetermined limit. Verify that expense reimbursements are for legitimate association expenses and there are original receipts for backup. If credit cards are issued in the name of the association or given to employees, maintain low limits.
8. Regularly review delinquent balances due from homeowners. Credits to homeowner accounts and writeoffs of uncollectible accounts should be approved by the board of directors in executive session and noted in the meeting minutes.
13. Make sure that adequate time records are maintained for all association employees. Payroll registers and paychecks should be reviewed before they are distributed to employees. Pay rates should be reviewed on a regular basis and deductions properly calculated and authorized.
6. Review bank statements and reconciliations on a monthly basis. Question all reconciling items which do not clear on a timely basis. As part of the reconciliation process, review images of paid checks which should accompany bank statements for authorized signatures and reasonable endorsements.
5. Review invoices and supporting documentation prior to signing checks. Vendor invoices should be reviewed as to quantities, prices and clerical accuracy. Stamp invoices and supporting documentation as “paid” to avoid duplicate payment. Never make a check out to “Cash” or sign blank checks in advance. Deface voided checks and keep them on file.
• Call you association’s attorney to obtain advice about how best to proceed with a civil complaint.
WHAT CAN YOUR ASSOCIATION DO TO PREVENT FRAUD?
• Consider reporting the problem to the police or local authorities.
• Remove the suspected fraud perpetrator from a position of control and secure all books and records.
WHAT SHOULD YOU DO IF YOU DISCOVER FRAUD?
• Call your insurance agent and discuss filing a claim.
CONTINUED FROM PAGE 6 Protecting Your Community Association From Fraud
7. Keep only a small amount of petty cash on hand and in a safe place. The petty cash should be counted and reconciled periodically on a surprise basis by someone other than the person who has regular custody of the funds.
Risk management is an operational strategy to strengthen an association’s operations by anticipating losses and taking measures to prevent them from occurring.
Second, implement a good system of internal accounting control to create an environment hostile to fraud, improve the trustworthiness of all individuals involved, and detect theft and losses before they undermine your operations and mission.
First, practice risk management to minimize the likelihood of fraud and reduce the potential for lost assets and bad publicity.
• Put a stop on all bank account activity. Ask the bank to call before it processes any checks or withdrawals against existing accounts and consider closing them and opening new accounts.
8 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter 4. Update bank signature cards when an authorized signer leaves or resigns. Require two signatures on all checks or transfers. California Civil Code § 5510 requires two signatures on all reserve fund withdrawals.
• Review bank signature cards. If necessary, change authorized signers.
10. Purchase adequate insurance to cover managers and employees who handle funds. Directors and Officers (D&O) and fidelity insurance should be purchased to cover claims against the board and management company for financial mismanagement.
• Gather all documents and evidence.
If you discover that funds are missing from your association, consider taking the following steps:
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 9 REPRESENTING COMMUNITY ASSOCIATIONS IN ALL AREAS OF REAL ESTATE LAW • Drafting and enforcement of Bylaws and CC&Rs • General litigation, including mediation and arbitration of disputes with owners • Construction defect litigation • Insurance bad faith litigation • Collection of delinquent assessments • Providing general business advice to homeowners associations. 11400 West Olympic Boulevard Ninth Floor • Los Angeles, CA 90064 (PH.) 310.478.4100 (FAX) www.wrslawyers.com310.478.6363
California Court of Appeals Expands Association Rights Outside of SB 800
10 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
1 See California Code of Civil Procedure section 896 (f).
2 See California Code of Civil Procedure section 337.15(a).
Thomas E. Miller, Esq. is CEO and Founder and Rachel M. Miller, Esq. is Senior Partner of The Miller Law Firm, which specializes in construction defect claims. They can be reached at tmiller@ constructiondefects.com and Rachel@ constructiondefects.com, respectively.
STATEWIDE IMPLICATIONS
3California Code of Civil Procedure section 896 (e) requires that an action for a violation of plumbing and sewer issues in residential construction be brought within four years after the close of escrow.
Before Liberty Mutual, California trial courts uniformly found that the Builder’s Right to Repair Act (SB800) was the exclusive basis for defective claims. This case reinforces the right for homeowners to bring claims for construction defects (such as decay, cracks in hardscape, corrosion, etc.4) that have caused actual damage but fall outside of the SB800 time limits process. This means that builders have lost some of the protections of SB800, are still liable for the cost of repairing anything that violates those standards, and are responsible for defects causing physical damage.
Homeowners associations can now recover under the tenyear statute of limitations by using tort causes of action when there is actual physical damage to common areas as well as the failure to meet the performance standards of SB800. This case allows homeowners associations to reach beyond the Builder’s Right to Repair Act, permitting them greater options regarding their claim in defective construction.
SB800 was designed as a remedy for developers to repair construction defects, but its time limits were complex. For example, under the time limitations of SB800, a nonvisible defect in an electrical system that has not yet caused actual damage would have to be brought no later than four years from the close of escrow for single family homes or completion dates for associations.1 If that same defect later caused actual damage, the claim could be brought after the time limit expired. 2 Depending on the timing of the defect, certain claims did not fall within the Act’s time limits and were barred. We attach a simple chart identifying those SB 800 time limits.
4THOMAS E. MILLER, RACHEL M. MILLER & MATTHEW T. MILLER, HOME AND CONDO DEFECTS: A CONSUMER GUIDE TO FAULTY CONSTRUCTION (2ND EDITION, 2012).
NOW A COMPLAINT IS NOT TIME-BARRED In Liberty Mutual Insurance Company v. Brookfield Crystal Cove LLC, 219 Cal. App. 4th 98 (4th Dist. 2013), an owner purchased a newly-constructed home from Brookfield Crystal Cove LLC (hereinafter Brookfield) in 2004. In 2008, a fire sprinkler and pipe suddenly burst that flooded the entire house. Brookfield acknowledged its liability and repaired the damage to the home. During the time of repair, Hart moved into a hotel for several months, accommodated by the owner’s insurer, Liberty Mutual. In 2011, Liberty Mutual filed a complaint against Brookfield to recover for the plumbing damages, but Brookfield asserted deficiencies and under section 337.15 ten years for latent deficiencies. These two statutes still remain intact because, outside the specific standards of SB800, construction defect claims based upon the existence of actual damage would continue to occur
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 11 SB 800 Time Limits STANDARDS: The standards set forth in this chapter are intended to address every function or component of a structure. To the extent that a function or component of a structure is not addressed by these standards, it shall be actionable if it causes damage (Civil Code §897) TIME LIMIT: Except as specifically set forth in this title, no action may be brought to recover under this title more than 10 years after substantial completion of the improvement but not later than the date of recordation of a valid notice of completion (Civil Code §941). 1 YEAR • Noise (from original occupancy of adjacent unit) • Fit and finish warranty • Irrigation and drainage • Manufactured products 2 YEARS • Decay of untreated wood posts • Landscaping systems • Dryer ducts 4 YEARS • Plumbing and sewer • Electrical • Cracks in exterior hardscape, pathways, driveways, landscape, sidewalls, sidewalks, patios • Corrosion of steel fences 5 YEARS • Deterioration of building surfaces due to paint or stain 10 YEARS • All other defects or violation of building standards: • Air conditioning in living spaces • Balconies and balcony systems • Ceramic tile and tile backing, Ceramic tile and tile countertops • Decks and deck systems • Doors • Exterior stairs and stair systems • Exterior stucco, siding, walls, framing, finishes and fixtures • Fire protection • Foundation systems and slabs • Foundations, load bearing components, slabs and underlying soils • Hardscape, paths, patios, irrigation systems, landscape systems and drainage systems • Heating • Plumbing lines, sewer lines and utility lines • Retaining and site walls, associated drainage systems • Roofing materials • Roofs, roofing systems, chimney caps and ventilation • Shower and bath enclosures • Soils and engineered retaining walls • Structure • Windows, patio doors, deck doors and related systems Contact our Southern California Commercial Relationship Officer today! Larry Hooper, Vice President (714) 864-5171 Toll Free: www.associationbankers.comLHooper@bpop.com800-233-7164 Our DEDICATED experts understand the needs of community associations. We offer: • Financing for building repairs/improvement projects • Competitive fixed rates with terms up to 15 years • Excess FDIC insurance coverage limits Lockbox, cash management, and other depository services are also available. ©2013 Banco Popular North America. Member FDIC.
12 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
AVOIDING & SUCCESSFUL HANDLING OF RENEGADE BOARD MEMBERS
By Lisa A. Tashjian, Esq. THE CONDUCT AND STATEMENTS OF board members always have the appearance of being “officially sanctioned by the board.”Therefore, board members must be careful when addressing association business with members, third parties, or otherwise outside of a duly noticed board meeting (or an emergency meeting pursuant to Civil Code Section 4923). Each individual board member owes a “fiduciary duty” to the association, which arises out of a relationship wherein one person (the board member) has the legal obligation to act for another’s (the association and it members) benefit, specifically to manage and protect the association’s property and money. A fiduciary obligation is the highest level of duty recognized by law, and the implications and consequences of breaching same can be severe. This legal obligation is governed by statute, case law, and the association’s governing documents, all of which require board members to act in good faith, in a manner the director believes to be in the best interests of the corporation, and with such care, including reasonable inquiry, as an ordinarily prudent person in a like position would use under
maintenancejudicialCourtsIftoSectioncircumstances.(CorporationssimilarCode7231,whichisoftenreferredasthe“BusinessJudgmentRule”).thisfiduciarydutyissatisfied,willgivetheboard’sdecisiondeferenceregardingrepairandevenifareasonableperson would have acted differently. Lamden v. La Jolla Shores Clubdominium Association (1999) 21 Cal. 4th 249.
Corporations Code Section 7210 requires an association’s affairs to “be exercised by or under the direction of the board.”In other words, boards have one legal voice and must act as a whole, not unilaterally. Civil Code Section 5800 protects board members from personal liability when its decisions are made: (1) within its scope of authority; (2) performed in good faith; (3) the act was not negligent; and (4) the association maintained the requisite liability insurance. This is akin to the protections afforded under the Business Judgment Rule. So long as directors make decisions consistent with the association’s governing documents, law and the Business Judgment Rule, the action taken will be protected as will the individual directors.
When boards make decisions outside of meetings or when board members take unilateral action, the association and individual board members are exposed to liability, which may result in the possibility of no insurance coverage for any claims resulting therefrom. For example, if an individual board member signs a contract not otherwise approved by a majority of directors at a duly noticed meeting, Corporations Code Sections 7141 and 7214 protect third parties (but not directors) in such situations. Section 7214 provides that unless the third party has actual knowledge the contract was signed without board authority or at an improperly-noticed meeting, the contract will bind the association, under the concept of ostensible authority. Under Section 7141, associations acquire rights (and obligations) under contract if it is signed by a director with express or implied authority. Once signed, associations assume the contractual obligations even if the board member(s) signing it did not have legal authority to do so. Individual board members signing such a contract
BROADENING
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 13 are also exposed to personal liability for the unilateral act of entering into an unauthorized contract. In such unfortunate situations there will likely not be coverage to protect the association or individual director from liability.
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forth qualifications for individuals serving on the board in the governing documents is also a good way to limit eligibility to serve on the board to members in “good standing” with the association.“Good standing” may be defined to include remaining current in payment of assessments, having no outstanding fines or other enforcement penalties for violations of the governing documents or disqualification of directors who fail to attend a certain number of consecutive meetings. Requiring directors to attend a certain number of meetings and remain in good standing helps the board to operate efficiently, effectively and in the best interest of the community. If the board is unable to wrangle in a renegade board member, legal counsel should be consulted and discipline considered. The board may formally censure the board member or strip the board member from office should the rogue board member fail to conform his or her conduct. Should the foregoing measures fail, the board member may be requested to resign, or be recalled by the members. At the end of the day, the members have placed the utmost trust and confidence in the board to manage and protect the association’s property and money. The law recognizes the fiduciary obligations of managing another person’s assets as the highest level of duty. The board must satisfy its fiduciary duties and ensure association business is conducted efficiently and effectively without disruption from renegade board members.
ANOTHER SITUATION WHICH EXPOSES the board to similar liability occurs when board members send emails or letters to the membership regarding association business, without the consent or approval of a majority of the board. Unless statements regarding association matters (either verbal or in writing) are sanctioned and approved by the board as a whole, board members should refrain from making same, as doing so can be interpreted as a board statement or position. These pitfalls may be avoided by educating board members on their fiduciary duties, establishing a code of conduct for the board, and following proper procedure and protocols. Setting TOCOMMITMENTOURTHEHOAINDUSTRY.
Lisa Tashjian, Esq. is a partner at Beaumont Gitlin Tashjian, a firm specializing in common interest development law. She is also a current member of the CAI-GLAC Board of Directors. Lisa can be reached at ltashjian@bgtlawyers.com.
Is it moving day again at one of your properties? Afraid to see what damage was left behind this time? Have no fear, your hours spent doing moving day damage control are over. With a small amount of prep work and knowledge, your elevators, corners, doorways, carpets and more will stay looking new through hundreds of moves. And, there’s good news—it is not all your responsibility! You just need to know which questions to ask and what to delegate. Save yourself from headaches and expenses by following these simple steps.
• If building requires, pad corners of the hallways to keep them from getting knocked.
• Designate a parking spot for the moving truck in advance so that it doesn’t block traffic or create blind spots for other residents’ cars.
It’s YourTipsDayMovingAgain!onProtectingProperties
• Consider charging your residents a deposit prior to the move for damages to common areas, and then return it at the end of move if all is satisfactory.
• Be sure to discuss the details of the building regulations with your residents and the moving company prior to moving day.
• Make sure to communicate to the moving company to be respectful to your residents. A good moving company should know this already!
• Protect elevator walls with blankets. Custom-made elevator blankets can be purchased through your elevator service vendor.
YOUR RESPONSIBILITY
THE MOVER’S RESPONSIBILITY
14 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter ■ ■ ■ By Ram Katalan CRITICAL STEPS TO PROTECT YOUR HIGHRISES, MID-RISES AND TOWNHOUSES FROM THE REPEATED MOVING PROCESS
Before moving day, put in a little extra time by following these steps and you will save yourself time and money:
• Do a walk-through with the moving company in the common areas involved in the move. Point out any damages before the move and then do another walkthrough after the move to make sure that no additional damages have occurred.
• Avoid over-booking the elevator schedule on a moving day. Make sure to have one elevator free for regular usage and only one move going on in each elevator bank at the same time.
• Show the mover the building’s fire escape routes so the crew can keep those areas clear of boxes and dollies, etc. on moving day.
Your resident’s moving company is responsible for protecting the inside of the building. Be sure to request the following (if necessary) from the moving company PRIOR to moving day:
• Marble floors? Let the mover know ahead of time if there are marble floors so he can bring proper covering, especially for high traffic areas.
• Upon request, the moving company should provide a Certificate of Insurance with the name of the community association added as an additional insured with the required insurance limits for your building.
• Put together a list of preferred pre-screened moving companies that are familiar with your building and have a certificate of insurance on file. Share this list with your residents. Qualify the moving companies based on their familiarity with the building, track record and their reputation so you won’t have to deal with complaints and problems on moving day.
• Place Masonite or Ram Board hard cardboard on hallway carpets to protect the floor during the move.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 15 THE RESIDENT’S RESPONSIBILITY Even though your residents are busy preparing for their move, find a few minutes to talk to them before moving day about the following: • Selecting the moving company: Educate your residents on how to choose a moving company based on great reputation. Great reputation guarantees great service and great rates. Motivate residents to use your preferred movers by waiving or reducing the building protection deposit if they use a preferred pre-screened mover on your list. • Require that your residents notify the building of the time and date of their move. • Make sure your residents and the moving company know the rules and regulations regarding elevator usage and common areas (i.e. times that movers and vendors are allowed in the building). Ram Katalan is the CEO and Co-Founder of NorthStar Moving Corporation, which specializes in providing eco-luxury moving and storage services. You may reach Ram at ram@northstarmoving.com. take that to the bank. Member FDIC Equal Housing Lender LENDER mutualofomahabank.com Lisa Ann Rea VP/Regional Account Executive Toll805-907-8452Free866-800-4656, ext. lisa.rea@mutualofomahabank.com7500 pick the right tools for your next project. With community association lending expertise like ours, you’ll get the job done right. AFN46039_0913
16 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter Chapter members and guest attended the Holiday Happy Hour in December at Bel Air Crest Master Association. This event continues to be a great way to see current industry friends and make new connections in a casual cocktail party atmosphere. The group also used this occasion to collect toys to donate to the Spark of Love Toy Drive. Our thanks to the Social Committee for putting on such a fun evening: Committee Co-chairs Don Campbell (Wilshire Regent HOA) and Angel Fuerte (FRESHCO Painters, Inc.), Josh Abramson (A.ALLBRIGHT 1-(800)-PAINTING), Jennifer Brunston (Action Property Management), Leslee Jones (Alliance Environment Group), Alison Kronebusch (Reconstruction Experts, Inc.), Kelley Lewis (South Shore Building Services, Inc.), Angelique Madrigal (Ross Morgan & Company, Inc.), Lorrie Mottes (Colarossi Painting, Construction & Rain Gutters), Stephanie Sanders (Dunn-Edwards Paints) and Tony Sayegh (Gothic Grounds Management). Thanks to Our Sponsors VIP SPONSOR The Centurion Group (A Private Security Company) HORS D’OEUVRES DM Construction Services General Pavement Management, Inc. ServiceMaster by Eddie
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 17
18 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 19
Toys…ElvesChristmasCAIDeliver
What fun we had!
20 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
We were greeted and thanked by Garth Kemp of KABC7, his crew and a whole company of Los Angeles County firefighters. The whole group appeared on TV during Garth’s weather report and our Executive Director was briefly interviewed. They filled a record eight busses that day with toys, and our donation made quite an impact! Go to the Community Outreach section at www.cai-glac.org to see live footage of the presentation. We plan to do this again in December and welcome your Ourparticipation.thanksto the Community Outreach Committee for organizing this event… and many thanks to all who generously donated toys to this Drive!
Community Outreach Committee Members: Committee Chair Meigan Everett (Gold Coast Property Pros), Isaac Camacho (Accurate Termite & Pest Control), Miranda Legaspi (Platinum Security), Jeanie LaCroix (BELFOR Property Restoration), Lisa Lopez (Dunn-Edwards Paints), Kathy Lung (Dunn-Edwards Paints) Angelique Madrigal (Ross Morgan & Company, Inc. AAMC) and Ashley Swartzlander (ValleyCrest Landscape Maintenance).
CAI-GLACmembers rose early to gather Starbuck’s in Canoga Park at 5:30 a.m. on December 13. Dressed up as Christmas elves, we decorated our cars and trucks and loaded them up with toys donated by our members in order to parade in to the Spark of Love Toy Drive donation location at the Topanga Westfield Mall in Canoga Park.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 21
Skip Daum is our veteran Legislative Advocate for CAI's California Legistlative Committee and may be reached at caiclac@aol.com. & Management, www.myaipm.com PE
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22 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter representing banks, developers, managers, Realtors, the Bureau of Real Estate, Land Title, and the Department of Consumer Affairs. The following probable and possible bills were identified: ● Transfer fee clarification ● Notifications to “missing” owners ● Responsibility for exclusive-use common areas ● Squatters ● HOA members’ attorneys participating in internal dispute resolution. ● A bill dealing with fining members who cut back on their lawn watering during this drought.
Insect Pest
There will be another one thousand bills introduced by March 1. In the meantime, we are continuing to work on improved language for our own AB 1360 optional electronic balloting. All these measures will be active by the time we ALL convene in Sacramento for our 22nd Annual Legislative Day at the Capitol. Be sure to make your reservations to attend before March 21, 2014 to receive early registration rates.
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CLAC briefed everyone on CAI’s and CLAC’s high level of involvement in Washington regarding FEMA’s denial to fund debris removal in CIDs, HUD’s servicing, FHA’s approving six months priority lien, condominium certification, and reducing flood insurance premiums. The Realtors have agreed to accept our proposal to jointly issue a press release concerning condo certification. It supports shortening the process and paperwork. We believe that we impressed all with our “coast-to-coast” involvement and leadership on HOA issues.
or call us at 888-344-6567. ANIMAL&INSECT
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 23 21st LEGISLATIVEANNUAL DAY AT THE CAPITOL April 6-7, 2014 CAI-California Legislative Action Committee Join movers and shakers from all over California as CAI-CLAC goes straight to the lawmakers in Sacramento to make our voices heard. Participate in education sessions for all levels of legislative experience, while the CAI-CLAC Delegates and Liaisons have their “position” meeting and get to know the CLAC Committee members at the “Dine with the Delegates” dinner. For more information or to register go to ww.caiclac.com, click on Upcoming Events. 888.909.7403 | 916.550.9488 fax | www.caiclac.com 1809 S Street | Suite 101-245 | Sacramento, CA 95811 SAVEDATE!THEWhat is CLAC? THE CALIFORNIA LEGISLATIVE ACTION COMMITTEE (CLAC) IS A VOLUNTEER COMMITTEE OF THE COMMUNITY ASSOCIATIONS INSTITUTE (CAI) CONSISTING OF HOMEOWNERS AND PROFESSIONALS SERVING COMMUNITY ASSOCIATIONS. CAI IS THE LARGEST ADVOCACY ORGANIZATION IN AMERICA DEDICATED TO MONITORING LEGISLATION, EDUCATING ELECTED STATE LAWMAKERS, AND PROTECTING THE INTERESTS OF THOSE LIVING IN COMMUNITY ASSOCIATIONS IN CALIFORNIA. ABOUT THE ORGANIZATION Is a non-profit, non-partisan committee composed of two Delegates and one Liaison from each of the eight CAI California chapters. Represents over nine million homeowners and property owners in more than 45,000 associations throughout California. Comprises association homeowners, board members and the professional business partners that service them. Is NOT a PAC (Political Action Committee) and makes no financial campaign contributions. Depends solely on the donations of the community associations, their boards of directors and those who serve HOA members. CLAC’S MISSION To safeguard and improve the community association lifestyle and property values by advocating a reasonable balance between state statutory requirements and the ability and authority of individual homeowners to govern themselves through their community associations.
24 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
BalanceWork/LifeExcellingStage:at
A healthy balance in all facets of life is the key to being and remaining happy and fulfilled. Maintaining optimal wellness is having complete harmony and balance in physical, emotional, intellectual and spiritual health.
THE HECTIC NATURE OF LIFE CAN SNEAK UP ON YOU BEFORE YOU KNOW IT. AT FIRST THINGS ARE GOING PRETTY WELL— UNTIL THE STRESS AND FATIGUE OVERWHELM YOU AND OUT OF NOWHERE YOU BECOME AN IMMOVABLE OBJECT.
It all begins with mindfulness. Mindfulness eliminates the thousands of daily messages bombarding you from your world. These messages clutter your mind and stop you from making great choices instead of meeting dead ends. Mindfulness will let you see opportunities and possibilities so you can prioritize with purpose and reflect daily about what adds value to your well-being Self-reflection allows you to discover your needs and desires, find passions and create intentions that will bring balance, energy and direction to your life
It’s time to rekindle your passions, your energy and your life!
Wake Up! Time to Take Center
By Joan Frances Moran
A few of the key contributors to loss of well-being include being overworked, lack of sleep and exercise and not taking a moment to pause for reflection.
The solution to finding balance in work and in life is selfknowledge. Knowing yourself is the most difficult challenge in life. It begins with an intention to connect mind, body and spirit into an integrated, well-balanced individual with unlimited potential for personal and professional success.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 25
Joan InspirationalMoran: &Motivational
&
JOAN FRANCES MORAN has no idea what the word retirement means. Babybooming to a whole new beat: nothing is stopping this grandmother of five. She is a firecracker exploding with the potential of now. A lifelong learner with an unrelenting curiosity, Joan started teaching yoga at 60 and unlocked the key to cultivating daily happiness. Holding two masters (Education and Theater) and with more than 25 years of experience in Theater, Joan effortlessly teaches the dual wisdom of creativity and work/life balance. Tenacious with a bold flair, Joan has already left some impressive footprints. From pioneering and launching the first professional year-round theater in Las Vegas to being awarded the Governor’s Award for Outstanding Contribution to Theater in Nevada, this age defying go-getter has no limits.
Joan Moran, the keynote speaker at our February 19 Education Luncheon, can be reached at joan@joanfrancesmoran.com.
The 5 Mind Fuel Tools for Life Renewal are proven techniques to change mental habits, reduce stress, empower your inner warrior and take center stage. These Mind Fuel Tools will start you thinking more pro-actively about your life, open you up to new ideas, reduce stress and resistance, exercise mindfulness and stay present, provide mind/body/spirit balance, get rid of rigid ideas and self-defeating limitations.
Take time to reflect about how having an attitude of gratitude brings abundance in life and creates positive energy for living, how recognizing your own vulnerability gives you emotional connection and expands your imagination, how learning to adapt allows you to grow and change, how finding passion reminds you of the value of your own authenticity, and how forgiveness gives you the ability to love and hope. Life is all about unleashing the intellectual and emotional power of self-knowledge. The true benefit is bringing your life back into balance. When you take some risks, some leaps of faith and are willing to make glorious mistakes, there is no such thing as failure. There is only personal truth and professional integrity—and they are always there for the taking.
CashSolutionsManagement MultipleOptionsPaymentOnline Access and Research Innovative Lockbox Processing CapabilitiesAssociationHomeownerLoans Member FDIC pacificwesternbank.com HOA Banking Solutions Responsive. Experienced. Creative. Annette Abernethy Vice President | (310) aabernethy@pacificwesternbank.com996-9105 Tonya Guyot Assistant Vice President | (310) tguyot@pacificwesternbank.com996-9106 THE IMPORTANCE PROFESSIONALISMOFINMEETINGS
26 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter
As a community manager, a homeowner residing in a common interest development, or a Board Member, we have all experienced an unpleasant meeting where either the group is not focused or organized, participants are not courteous of one another, or the meeting seems exhausting as it drags on unnecessarily. Fundamentally, it’s important to remember that common interest developments are businesses, and the decision making and meeting process should be ran accordingly.
In instances where I find that Board Members start to veer off topic, I offer different suggestions in a gentle way so as to assist in guiding them to staying on target. I offer to chair the meeting to demonstrate the parliamentary procedure and will continue to do so until the President or meeting chair feels
■ ■ ■ By Neda Nehouray, CMCA
As a community manager, I have experienced many unpleasant meetings, and my goal is always to nurture my communities to understand and implement organization, staying on task, and maintaining a positive environment when running meetings. There are many reasons why this is crucial and at the heart of the functionality of a community. Organization is the backbone of setting up for a successful and productive meeting. The organization really starts with the community manager when putting together a cohesive and complete Board package with ample time for the Board to review, comment and ask questions on the materials presented. When I supply my Board Members with their Board packages, I send them a reminder note to review the materials and ask any questions about any proposals ahead of time so that most questions can be answered and clarified for the meeting. The package is numbered, and the agenda references the page numbers where materials can be found. This navigates the Board through the package and allows them to find things easily. It also encourages the Board to follow the agenda and also follow the sequence of the Board package. Every manager’s style is different of course, but having some cohesive plan for the Board to follow is absolutely vital.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 27 comfortable enough to handle the process. I also suggest an education session of parliamentary procedures. Handling meetings in an organized fashion by using the parliamentary procedure reduces the Board’s risks in many ways. For starters, it’s not always liked but customary to have a time limit from comments in the homeowners’ open forum. When each person is afforded the same amount of time to speak, there is no question that the Board is uniformly providing each and every person an opportunity to speak and discuss their concerns. By limiting the time, however, the Board meetings will have a clear and reasonable amount of time set aside for owner comments without having the meetings drag on for an unreasonable period. Furthermore, when the Board Members set up policies about how to vote, when a discussion is to take place, and when to move on, it also helps in cutting down the time spent on topics that may not be relevant. For example, when a topic is introduced, if a motion is not made to approve it and seconded, the topic should not be discussed. The Board should open up an item for discussion only when a motion is seconded. The most efficient meetings are also those where each Board member is provided with a set amount of time to ask questions and discuss their perspective before a vote is taken. This again allows every Board Member an opportunity to provide their opinion without having fellow Board Members or homeowners speak over them. Everyone feels heard and does not have a resentful feeling for not being permitted to speak about a topic. CONTINUED ON PAGE 28
Neda Nehouray, CMCA, is the CEO and President of HOA Organizers, Inc., a full-service management company located in Lake Balboa. She can be reached at info@hoaorganizers.com.
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Fax:
The Importance of Professionalism in Meetings
CONTINUED FROM PAGE 27
Specializing in: Exterior Painting & Waterproofing of Condominium Complexes, Apartment Buildings, Office Buildings & Large Commercial Buildings 661-268-0900
When Board Members are openly at odds with one another in meetings, or homeowners attend and are permitted to be rude to each other or to the Board, it makes for an off-putting environment for truly interested homeowners or even vendors to participate. Board Members are not expected to always be of one mind when making decisions. It is actually healthy to have differences of opinions when discussing topics, as each Board Member can offer a valuable perspective when discussing community needs. This environment of sharing and listening to opinions is critical and constructive. What is inappropriate is to have Board Members or managers criticize one another for questions or opinions in a rude or unproductive manner. It also discourages people from sharing creative ideas and can hinder some great ideas from ever being imparted. With some organization, respect, and good direction, meetings can be very productive and pleasant. Everyone can leave feeling a sense of accomplishment and knowing that the community is in good hands with a fair and sensible group in charge. They do not have to be excruciating, five-hour meetings as long as some structure is implemented and followed.
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 29 Experience professional delinquentrecovery.assessment 888-845-8808 www.witkinandneal.com 1/28/13 5:04 PM Page 1 Annette Abernethy Jeffrey Beaumont, Esq. Jim Bucks, CMCA® Don Campbell, CMCA® , AMS ® Judy Campion, AMS ® , PCAM ® Russell Carpe Tina Chu, Esq. Donna Currie, CCAM ® Manny Diaz Ray ChuanteseeEchlin Evans, CCAM ® , CMCA® , AMS ® Meigan Everett, CMCA® , PCAM ® Brian Fleming Diane Hilliard, CCAM ® , CMCA® , AMS ® , PCAM ® Michael Huffman, CCAM ® , CMCA® , AMS ® , PCAM ® Linda Ireland, AMS ® Karen Kokowicz, CCAM ® , CMCA® , PCAM ® Diane Lortie-Dudasik, CCAM ® Angelique Madrigal Andrew Marble, CCAM ® , CMCA® , AMS ® Mike JeanneMarienthalMcDonald, Esq. Joanne Peña, CMCA® , AMS ® , PCAM ® Ron KellyDarcellaPrechtlReevesRichardson, Esq. Deborah Schneider, CMCA® , AMS ® April MichelleTronsonUnderwood, CCAM ® , CMCA® , AMS ® , PCAM ® Michelle Urbina Adam Voelker RecruiterCongratulationstothe2013ContestGrandPrizeWinner Brad Watson, CMCA®, AMS® PropertyProfessionalsManagement Brad Watson accrued the most membership points during 2013, as outlined in the BUILD CAI-GLAC Recruiter Contest Rules. He has won a three-day, two-night Weekend Getaway worth $1,000. Our sincere thanks to all members who recruited at least one new member during 2013 and helped our chapter grow. Thirty-one names have been entered into a raffle for a chance to an Evening Out on the Town worth $500. The winner will be chosen at the February 19 Luncheon.
30 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter NEW CAI-GLAC MEMBERS! WELCOME AS OF FEBRUARY 7, 2014 BUSINESS PROFESSIONALS RE CRUITER Aames Carpet Floors & Mold Control Don Campbell, CCAM ® , CMCA® , AMS ® ACME Termite Company, Inc. CA I National Allied Trustee Services CA I National Athens Services CA I National Law Offices of Michael A. Hearn CA I National Pierre Landscape, Inc. CA I National R.K. Allen Landscape, Inc. CA I National Renaissance Paving CA I National Valley Alarm Br ian Fleming West Coast Maintenance, Inc. Pauline MacLean MANAGEMENT COMPANIES A.Allison Enterprises, LLC CA I National Baldwin Real Estate Management CA I National Blackstone Management, LLC CA I National Common Interest Services, Inc. Michael Huffman, CCAM ® , CMCA® , AMS ® , PCAM ® COMMUNITY ASSOCIATIONS Galaxy Homeowners Association Eduardo James Hollywood Regis Community Association Chuantesee Evans, CCAM ® , CMCA® , AMS ® Playa Pacific HOA Martha Olvera, CCAM ® Rockpointe HOA Al Masters, CCAM ® Rosedale Promenade Community Assn Kara Gonzalez, CCAM ® COMMUNITY MANAGERS James Beard Russell Hoffman, Valencia Management Group CMCA®, AMS®, PCAM® Cyndi Bolander Sondra Muggee Muggee Management Company Danielle Marie Carbajal, CMCA® Ron Prechtl Prellis Property Management Marilyn Howald, CCAM®, CMCA® CA I National Beven & Brock Eduardo James CA I National Galaxy Homeowners Association Laurent Melin Ger ry Suenram, PCAM® Evo HOA Joey Jacqueline Randolph CA I National John Wilder Br ad Watson, CMCA®, AMS® Property Management Professionals, LLC Melissa Williams Russell Hoffman, CMCA®, Valencia Management Group AM S®, PCAM® COMMUNITY ASSOCIATION LEADERS Ani CharleyGhazaryanMorales SurveillanceTruancy/WhereaboutsInternal/ExternalDomestic/BackgroundsSpecialistsTheft FPK SECURITY & INVESTIGATIONSFPK SECURITY & INVESTIGATIONS “Providing Cost Effective Services” PI 15635 Call Today for More Information PO Box 55597, Valencia, CA 91385 (800) 459-4068 Corporate (909) 628-2669 Inland Empire (800) 294-4074 Fax Site HomeownersSpecialPatrolSecuritySecurityEventsAssociation Freight Security Retail VacationProductionOutlets/MallsSecurityChecks PRIVATE SECURITY Insurance InternalUndercoverPre-Employment/BackgroundSIUSubrosaAOE/COEInvestigationsChecksOperationsTheftandLossPreventionAudits PRIVATECORPORATEINVESTIGATIONSINVESTIGATIONS Established 199220OVERYEARSOFSERVICE CONFIDENTLY OFFERING OUR EXPERTISE IN THE FOLLOWING SERVICES: 2013 Recruiter of the Month DECEMBER Chuantesee Evans, CCAM®, CMCA®, AMS® Hollywood Regis COA
Bowker & Roth Property Services Manhattan Management Corporation
Association
Ruth Moffitt, CMCA®, AMS®, PCAM® Management
Linda Healey, CCAM®, PCAM®
Valencia
Jesse Moreno, CMCA®, AMS® Marina Pacifica HOA Sue Nelson, CCAM® Horizon Management
T
Manuel Diaz, CMCA®, AMS® Ten Five Sixty Wilshire Condo Assn.
Company
Diane Rossiter, CMCA®, AMS® Barabra Schwartz, CCAM®
Susan Bedrossian Aberdeen Management Company, Inc.
Franklin Towers HOA
Cookie Valente, CMCA®, AMS®
Remington
UNYGLOBE Management COMMUNITY MANAGERS
Candi Kocher Four Seasons HOA Gary Ledbetter Los Feliz Towers HOA Tiarra LeMacks
Inc.
Manhattan Management Corporation
Stephanie Tomerlin Ross Morgan & Company, Inc.
Alexandria Spargo, CCAM®, CMCA® Professionals,
HowardJosephBalchFabricatorePancirer,CMCA®, AMS® TO RENEWING MEMBERS! OUR THANKS AS OF DECEMBER 31, 2013
HOA Consulting
Hasmik Akopyan Ross Morgan & Company, Inc.
Ross Morgan & Company, Inc.
Nancy Mohni, CCAM®, AMS®, PCAM® Plaza HOA
The Met Warner Center Condominiums
COMMUNITY ASSOCIATION LEADERS
Property Services
Don Campbell, CCAM®, CMCA®, AMS® Torrance-Windemere HOA Paul Cannings, CCAM®, CMCA® Beven & Brock
The Californian on Wilshire Ariel Hess, CCAM®, CMCA®, AMS® Scott Management Company
Barbara Offer, Ph.D., CCAM® Le Faubourg St.
Will Reimbold, MBA, CMCA®, AMS®
Jacquie Smith, CCAM® Management
Bowker & Roth
The
Management
Horizon
Miller & Desatnik Management Company
Alan
Kristen Hicks, CMCA® Premier Property Services, Inc.
Glen Towers Owners Association
CAI-Greater Los Angeles Chapter January/February 2014 | www.cai-glac.org 31 BUSINESS PROFESSIONALS 5Star Elevator Service Advanced Painting Contractors Company, Inc. Alante Insurance Programs Animal & insect Pest Management, Inc. Association Capital Bank AT&T Connected Communities Berg Insurance Agency California Safety Agency CBI-Collins Builders, Inc. Coinmach Corporation Concrete Hazard Solutions, Inc. Del Mar Pacific General Contractors Duramax Building Products Eric S. Little State Farm Insurance GayleAgencyG.Gould, HaneyGuard-Systems,CPAInc.Accountants, Inc. Hi Tech Painting and Decorating, Inc. Ian H. Graham Insurance Law Offices of Laura J. Snoke Levitt Group MeterNetMcGuireWoods,ArchitectsLLPSub-Metering and Billing P.W.OCBS,OasisSolutionsPoolServiceInc.StephensEnvironmental, Inc. Pacific Vista Landscape Services, Inc. Patriot Environmental Laboratory Services, Inc. Platinum Security, Inc. Popular Association Banking Ronald S. Stone PhD, CPA Roseman & Associates, APC Roy Palacios Insurance Agency, Inc. ServiceMaster by Eddie Streamline Building Corporation Super Painting Co. Three Phase Electric Union Bank HOA Services Urban Tree Care, Inc. W.C. Service Company, Inc. COMMUNITY ASSOCIATIONS 20th Street Harbor View Villlas HOA Bordeaux BriarwoodHOACommunity Center Castlegate HarborPlaceHancockEncinoDoverwoodHOAHOAOaksHOAPlazaHOATowerHOA, Inc. Hawaiian Gardens North Hollywood Terrace Owners Assn.
Brookside Village HOA Maria
Michael Sukey, CMCA®, AMS® Tiscareno
Miguel Zamora Ross Morgan & Company, Inc.
Alyson Clark HOA Organizers, Inc.
Company
Group
Gregg Lotane, CCAM®, PCAM® Wilshire Angelique Madrigal Ross Morgan & Company, Inc. ed Manzano, CCAM® Village
Louis Ivonne Perez Ross Morgan & Company, Inc.
Heather
COMMUNITY MANAGEMENT COMPANIES
Lynne Collmann, CMCA®, AMS® Savoy Community Association
Page 162 Super Painting Co. Igor Vavrik
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Rockpointe HOA, Chatsworth Chapter Board of Directors Meeting – 8:30 a.m. Chapter Office, Glendale 23 Luncheon Program for HOA Boards and Managers – 11:30 a.m. Skirball Cultural Center, Los Angeles MAY01
21 Luncheon Program for HOA Boards and Managers – 11:30 a.m. Courtyard Marriott, Sherman Oaks 30 Chapter Board of Directors Meeting – 8:30 a.m. Chapter Office, Glendale AZ 85204
APRIL01
18
2014 UPCOMING EVENTS Our sincerest apologies for errors in 2013November-DecembertheIssueofFOCUS Page 25 Sascha Macias, CMCA® , AMS ® is a District Manager at FirstService Residential. Page 27 Diana Stiller was accidentaly omitted from CLAC Challenge Contributors photo acknowledgement. Corrections to 2014 Membership Directory Page 55 The correct phone number for Ted Manzano and Debbie McClean at Heather Village HOA is 310-649-3611. Page 112 Keyia AlliancePorterAssociation Bank 1110 E. Baseline Road Mesa,
12
San
06–07
CAI California Legislative Day in the Capitol Hyatt Regency, Sacramento Essentials of Community Leadership Workshop – 8:15 a.m.
Bridgeport HOA Clubhouse, Valencia
Westside Educational Program for HOA Boards – 7:00 p.m.
Westside Homeowners Association Marketplace – 5:30 p.m. DoubleTree by Hilton Hotel, Torrance 14–17 CAI National Conference Loews Royal Pacific at Universal Orlando, Florida
Regatta Seaside HOA, Marina del Rey Common Interest Development 8-Hour Law Seminar – 8:00 a.m. Fernando Valley
32 www.cai-glac.org | January/February 2014 CA I-Greater Los Angeles Chapter ADVERTISING INFORMATION Dimensions & Rates: Artwork must not exceed the exact dimensions of that size ad. For more information, call the Chapter office: 818-500-8636. Ad Size Ad Dimensions Members Non-Members ⅛ page 3½" wide x 2" (Horizontal)high $200 $400 ¼ page 3½" wide x 4¾" high (Vertical) $300 $600 ½ page 7½" wide x 4¾" (Horizontal)high $425 $850 Full Page 7½" wide x 9.75" high (Vertical) $800 $1,400 Payment: Rates are subject to change without notice. By credit card, check or cash. Minimum three-insertion contract. Rates subject to change without notice. Advertising Sales: Please contact the Chapter office for advertising specifications and deadline information at: 818-500-8636. ADVERTISERS INDEX 18 Accell Property Management 22 AIPM, Inc. 29 Association Reserves, Inc. 28 Berg Insurance Agency 15 Farmers Insurance Group –Steven G. InsuranceSegalAgency, Inc. 27 Ferris Painting, Inc. 30 FPK Security & Investigations 7 Milstein Adelman, LLP 15 Mutual of Omaha Bank/ CondoCerts 26 Pacific Western Bank 32 Poindexter & Company, CPAs 11 Popular Association Banking 31 P referred Commercial Painting 24 R.W. Stein Painting, Inc. 11 Reserve Studies Inc. 27 Sandra Macdonald Insurance 28 Select Painting 25 SwedelsonGottlieb 19 The Termite Guy 13 Union Bank 29 Witkin & Neal, Inc. 9 Wolf, Rifkin, Shapiro, Schulman & Rabkin LLP MARCH07PCAM Reception – 11:30 a.m. The City Club LA, Downtown Los Angeles 19 Luncheon Program for HOA Boards and Managers – 11:30 a.m. Skirball Cultural Center, Los Angeles 21 Chapter Board of Directors Meeting – 8:30 a.m. Chapter Office, Glendale 26 Valencia Educational Breakfast for HOA Boards and Managers –8:30 a.m.
6-7
JANUARY 2014 23-24 Raleigh, NC M-201 23-25 Birmingham, AL M-100 23-24 Santa Ana, CA M-206 22-24 Northern Virginia M-100 23-24 Seattle/Bellevue, WA M-203 23-24 Bloomington, MN M-204 23-24 Dallas, TX M-205
13-14
Date Location Class SEPTEMBER 2014 4-5 Sarasota, FL M-204 4-6 Phoenix, AZ M-100 4-5 Greensboro, NC M-350 4-5 Houston, TX M-202 4-5 Northern Virginia M-320 4-6 Seattle/Bellevue, WA M-100 18-19 Santa Ana, CA M-201 18-20 Norwich, CT M-100 18-19 Denver, CO M-206 18-19 Arlington Heights, IL M-201 18-20 Baltimore/Pikesville, MD M-100
13-15
13-14
13-14
OCTOBER 2014 16-17 Buffalo, NY M-204 16-18 Raleigh, NC M-100 16-17 Norwich, CT M-206 15-17 Northern Virginia M-100 16-17 Ontario, CA M-310 16-18 Denver, CO M-100 16-18 Roanoke, VA M-100 16-17 Bloomington, MN M-201 23-24 Chicago, IL M-203 23-25 Sandy, UT M-100 23-24 Baltimore/Pikesville, MD M-201 21-23 Revel/Atlantic City, NJ M-100 21-22 Revel/Atlantic City, NJ M-202 Dallas, TX M-206 Las Vegas, NV M-360
6-8
6-8
NOVEMBER 2014 6-7 Portland, OR M-203 Santa Ana, CA CASE 6-7 Natick, MA M-205 Long Island, NY M-201 Valley Forge, PA M-100 Seattle/Bellevue, WA M-201 Oxnard, CA M-100 Northern Virginia M-205 Honolulu, HI M-100 Atlanta, GA M-202 Lisle, IL M-100 Baltimore/Pikesville, MD M-203 Virginia Beach, VA M-202
13-14
FEBRUARY 2014 6-8 St. Louis, MO M-100 6-7 Houston, TX M-204 6-7 Northern Virginia CASE 6-7 Honolulu, HI M-205 6-8 San Diego, CA M-100 6-7 Denver, CO M-203 6-7 Austin, TX M-206 6-7 Richmond, VA M-202 20-22 Portland, OR M-100 20-22 Colorado Springs, CO M-100 20-21 Phoenix, AZ M-204 20-21 Bluffton, SC M-205 20-22 Atlanta, GA M-100 20-21 Panama City Beach, FL M-203 20-22 Arlington Heights, IL M-100 20-21 Jacksonville, FL M-202 27-3/1 Santa Ana, CA M-100 27-28 Las Vegas, NV M-203
Date Location Class
MARCH 2014 6-7 Columbus, OH M-202 6-8 Natick, MA M-100 6-7 Northern Virginia M-201 6-7 Roanoke, VA M-206 6-7 Palm Springs/Palm Desert, CA M-201 6-7 Cincinnati, OH M-204 20-21 Phoenix, AZ M-206 20-22 Greensboro, NC M-100 20-21 Dallas, TX CASE 20-21 Chicago, IL M-320 20-21 Sandy, UT M-203 20-21 Seattle/Bellevue, WA M-202 20-21 Secaucus, NJ M-204 APRIL 2014 3-4 Charlotte, NC M-206 3-4 Kansas City, MO M-206 3-5 Mystic, CT M-100 3-4 Baltimore /Pikesville, MD M-350 3-4 Richmond, VA M-205 10-11 Natick, MA M-203 10-12 Houston, TX M-100 9-11 Northern Virginia M-100 10-11 Cleveland, OH M-201 10-12 Denver, CO M-100 10-11 Edison, NJ M-310 10-12 Santa Ana, CA M-204 MAY 2014 1-2 Pleasanton, CA M-204 1-3 Myrtle Beach, SC M-100 1-2 Portland, ME M-202 1-2 Northern Virginia M-202 12-13 Orlando, FL M-100 12-13 Orlando, FL M-201 12-13 Orlando, FL M-202 12-13 Orlando, FL M-203 12-13 Orlando, FL M-204 12-13 Orlando, FL M-205 12-13 Orlando, FL M-206 12-13 Orlando, FL M-400 12-13 Orlando, FL CASE Date Location Class MAY 2014 29-30 Charlotte, NC M-204 29-30 Houston, TX M-201 29-30 Honolulu, HI M-203 29-30 Lisle, IL M-205 29-30 San Diego, CA M-203 JUNE 2014 5-6 Phoenix, AZ M-350 5-6 Nashville, TN M-205 5-6 Northern Virginia M-203 5-6 Atlanta, GA M-204 5-6 Valley Forge, PA M-206 5-6 Naples/Ft. Myers, FL M-203 5-7 Los Angeles, CA M-100 19-20 Santa Ana, CA M-205 19-20 Denver, CO M-310 19-21 Panama City Beach, FL M-100 19-20 Chicago, IL M-206 19-20 Natick, MA M-360 26-27 Sacramento, CA M-201 26-27 Sarasota, FL M-206 26-27 Los Angeles, CA M-202 26-27 Wilmington, NC M-205 26-28 Las Vegas, NV M-100 26-27 Dallas, TX M-370 26-27 Seattle/Bellevue, WA CASE JULY 2014 10-11 Boca Raton, FL M-203 10-11 Houston, TX M-205 9-11 Northern Virginia M-100 10-11 Denver, CO M-205 10-11 Seattle/Bellevue, WA M-340 17-18 Phoenix, AZ M-201 17-18 Indianapolis, IN M-201 17-19 Livonia, MI M-100 17-18 Clearwater, FL M-205 24-25 Raleigh, NC M-202 24-26 Santa Ana, CA M-100 24-25 Sarasota, FL M-330 31-8/2 Mystic, CT M-100 31-8/1 Honolulu, HI CASE 31-8/1 Atlanta, GA M-206 31-8/1 San Diego, CA M-202
AUGUST 2014 7-8 Philadelphia, PA M-205 7-8 Baltimore/Pikesville, MD M-202 7-8 Las Vegas, NV M-206 7-8 Austin, TX M-203 7-9 Naples/Ft. Myers, FL M-100 14-15 Colorado Springs, CO M-202 14-15 Northern Virginia M-204 14-15 Denver, CO CASE 14-16 Palm Springs, CA M-100 14-16 Chicago, IL M-100 14-15 Clearwater, FL M-360 21-22 Myrtle Beach, SC M-203 21-22 Santa Ana, CA M-203 21-23 Ft. Lauderdale, FL M-100 21-22 Clearwater, FL M-201 21-24 Dallas, TX M-204 21-22 Virginia Beach, VA M-350
4-4
23-24
23-24
6-7
6-7
13-15
4-5
DECEMBER 2014 4-6 Charleston, SC M-100 4-5 Northern Virginia M-206 Arlington Heights, IL M-202 Seattle/Bellevue, WA M-205
2014 PMDP National Course Schedule
Have you just been elected to your board of directors or are contemplating running for a board seat? You can now access our Community Leadership Series online by subject. Learn the basics that you need to govern your community association more effectively and efficiently — anywhere at your own pace and time. From the time you register online, you will have two weeks to view the class. If you are unable to finish it in one sitting, you can log back in anytime within the two-week period through your account in the Members Only area. Chapter Introduces Online Learning for Community Association Boards and Managers! Classes are available to CAI-GLAC members and non-members. $25 for chapter members • $35 for non-members Modules Online Fiduciary Duties and Responsibilities Steven A. Roseman, Esq., Roseman & Associates, APC Rules and Regulations: Adoption & Enforcement Kelly G. Richardson, Esq., Richardson Harman Ober, PC Reserve Studies Les Weinberg, RS, MBA, Reserve Studies Inc. Insurance Issues for Common Interest Developments Kimberly Lilley, CMCA®, CIRMS®, Berg Insurance Agency, Inc CAI-GLAC 130 N. Brand Blvd., Ste. 305 Glendale, CA 91203 Change Service Requested PRSRT STD U.S. POSTAGE PAID SAN BERNARDINO, CA PERMIT #1 Order Your 2014 Condominium Bluebook Today! Price: $26.00 per copy, tax and shipping included. Order copies online at: www.cai-glac.org. Learn more and register now at www.cai-glac.org .
