Vision Magazine Summer 2022

Vision SUMMER 2022

24

WEATHERING THE STORM

Economic Forecast Update

36

THE EVOLVING OFFICE

Tough Labor Market?

42

THE VOICE OF THE CALIFORNIA COMMUNITY MANAGEMENT INDUSTRY

PLANNING AHEAD

The Waiting Game

Vision

THE VOICE OF THE CALIFORNIA COMMUNITY MANAGEMENT INDUSTRY

Summer 2022 • Vol. 31, no. 2

President & CEO | Thomas Freeley

tfreeley@cacm.org | 949.916.2226, ext. 315

Chief Editor | Lynette Bertrand lbertrand@cacm.org | 949.916.2226, ext. 323 Managing Editor | Ryan Kwon

rkwon@cacm.org | 949.916.2226, ext. 313

Advertising | Melissa Hurtado mhurtado@cacm.org | 949.916.2226, ext. 318

Editorial Advisory Committee Todd Greisen, CCAM Contra Loma Estates

Frank Jauregui, CCAM The Management Trust Southern California, ACMC

Andrew Hay, CCAM-ND.PM The Helsing Group, Inc., ACMC

Rob B uffington Gordian Staffing & East West Building Works

Scott Swinton Unlimited Property Services, Inc.

Jessica Melvin, CCAM The Management Trust Northern California, ACMC

Hamlet Vazquez, MCAM-HR Action Property Management, ACMC Dean Jackson, CCAM-HR Collins Management, ACMC

Caroline McCormick, CAMEx, CCAM OMNI Community Management LLC, ACMC

Vision Magazine is released digitally by CACM four times annually to members, industry partners and supporters of the California Association of Community Managers.

Magazine content copyrighted 2022. All rights reserved. No part of this publication may be reproduced without written permission from CACM. Opinions expressed by authors do not necessarily reflect the policies of CACM. Mention of any product or service does not constitute an endorsement by CACM. CACM assumes no responsibility for return of photos or art and reserved the right to reject any editorial or advertising materials. CACM does not assume responsibility for the accuracy of articles, events or announcements listed.

Please address comments and suggestions to: California Association of Community Managers, Inc. 23461 South Pointe Drive, Ste. 200, Laguna Hills, CA 92653 949. 91 6 . 2226 | communications@cacm.org

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Vision Summer 2022 | cacm.org

in this issue Vision SUMMER

2022

features

OF THE VOICE NIA THE CALIFOR COMMU NITY MENT MANAGE Y INDUSTR

on the cover

The innovation issue!

Whether it’s board education, new technologies or services, this edition uncovers the various ways our industry is innovating.

24

WEAT HERIN THE STORM

G

Economic Forecast

Update

36

THE EVOLV OFFIC E Tough Labor

ING

Market?

42

PIPING REIMAGINED: PLUMBING’ S NEW ERA OF INNOVATION

By John Griffith

24

ECONOMIC FORECAST UPDATE

By Lynette Bertrand, Director of Marketing & Communications, CACM

26

EXE CUTIVE LEADERSHIP SUMMIT RECAP

50

28

DESIGN PROFESSIONALS INNOVATE TO MEET THE NEEDS OF “ T HE DECK LAW”

By Scott Swinton

44

30

HARNESSING INNOVATION FOR PROFIT

By Jessica L. Melvin, CCAM

32

HOW SERVICE PROVIDERS INNOVATED THROUGH THE PANDEMIC

By Ryan Kwon, Communications Manager, CACM

The Waiting Game

Members in the News

NEWS AND TIDBITS FROM OUR EDUCATION TEAM

20

PLAN NING AHEA D

news bits 5

16

12

You Said It

18

California Legislative Update

22

Congratulations Managers

34

BRIDGING THE GENERATIONAL GAP

By Ryan Kwon, Communications Manager, CACM

38

New Individual Manager and Management Company Members

36

TOUGH LABOR MARKET?

By Rob Buffington

46

New Industry Partner Members

56

Thank You Sponsors

42

THE WAITING GAME

By Hamlet Vazquez, MCAM-HR

44

BOOMING NEW DEVELOPMENT IN NORTHERN CALIFORNIA

By Caroline McCormick, CAMEx, CCAM

48

OUR INDUSTRY’ S BAD REP

By Todd Greisen, CCAM

50

INNOVATION IN BOARD EDUCATION

By Andrew Hay, CAMEx, CCAM-ND.PM

52

HOW THE PANDEMIC AFFECTED OUR ROADS

By Dan Fernandez

departments 4

President’s Message

14

From the Roundtable

54

Course Calendar

26 cacm.org | Vision Summer 2022

3

president’s message C

OMMunication + UNITY = COMMUNITY. Corny? Maybe, but accurate all the same. Every challenge provides opportunity, and communication is part of every solution to those challenges and opportunities. Communication with each other elevates us,

which in turn, elevates our industry and our community.

I believe your opinions and ideas have a high level of value, and they should be communicated. That’s why we have developed a Managers Education Committee and an Industry Partner Council.

The Manager Education Committee will have an important role in helping CACM’s education department design education programs with current and important information that managers will need.

The Industry Partner Council will help the CACM team develop experiences that add value, whether that’s a new event, changing up current events, or partnering together for after event networking opportunities.

Your voice counts. If you’re interested in joining one of these committees, simply email communications@cacm.org.

The 2022 Executive Leadership Summit had an excellent spread of panelists that tackled difficult and confusing discussions like the changing work force, best practices to handle the fun that is Fannie Mae, and the changing corporate environment of mergers and acquisitions and succession planning. It was wonderful seeing everyone engage on these important topics.

The High-Rise & Large-Scale Summit is only a couple of months away, and it will be held at the Hilton Torrey Pines in San Diego with the backdrop of Torrey Pines Golf Course! We will be engaging in important and timely topics including: challenges in insurance, attracting and retaining staff, security best practices, and a lot more. If you are or consider being in one of these specialized disciplines, I strongly encourage you to attend this event!

The CACM Board of Directors are looking for CCAM managers to run for the Board of Directors election. The primary requirements include holding your CCAM in good standing and being actively engaged with CACM by being a committee member, regular instructor, or panelist, etc. All of the election information and requirements along with the application can be found on our website.

It’s time to consider nominations for a prestigious Vision Award! You qualify, one of your team members qualify, and one of your industry colleagues qualify. I can assure you that with just a little thought you can identify a number of people that deserve a Vision Award after the craziness of this past year. Visit our website for additional information and applications.

Lastly, by the publication of this Vision Magazine, we should, or will in the immediate future, have a physical presence in the NorCal market. That means we will have a team member working out of NorCal to better serve the needs of ALL of our members in NorCal. I wish the following for you as we jump into summer: I hope your summer is filled with happy and quiet clients, it rains plenty to help us get through an unprecedented drought, for you to enjoy down time with any beverage of choice. Have a wonderful summer and keep communicating!

Thomas Freeley, CAMEx, CCAM, President & CEO 4

Vision Summer 2022 | cacm.org

members in the news What’s Driving Job Satisfaction?

Attracting and retaining talent is one of the biggest challenges today in our industry, and the labor market has dramatically shifted along with the expectations of employees. On top of this, there’s an overall shortage of PPHo—2:.fiT PHiH drives job satisfaction for teams and what employers can do to overcome :Hˇ—P—:)

AppFolio surveyed

over 400 community association management employees. To discover

Associa Branches Named Best and Brightest Companies to Work For Congratulation to Associa N.N. Jaeschke, Inc. and Professional Community Management (PCM) for being named the Best and Brightest Companies to Work For® in San Diego for 2022. Winning companies are assessed by an independent 2:2P2HH2Ji::J2o:P2:2HJHH2Ho recognized winners. “Professional Community Management is honored to join this elite community of Best and Brightest-winning companies,” said Matthew Williams, CCAM, President of PCM. “We are dedicated to cultivating an employee culture where every team member is valued and has access to the best possible PHPfifiPPH2:P2P:)ƒH:)fi//2HPH:ˇ2—2iH.I

Hfi—:fiH: iHJ2— the data to rethink your hiring and retention strategy to keep up with the changing needs of the industry, download the report here.

Cheers to 35 Years for Seabreeze!

Congratulations to Seabreeze Management

Company on recently celebrating its 35th year anniversary! We are honored that Seabreeze has been a member of CACM since 2004.

Wishing you the best and many more years of service! Seabreeze provides full-service

AvidXchange Further Invests in the HOA Industry

property types. With a management portfolio

increase its focus in the HOA industry

70,000 properties, Seabreeze serves clients in

with the hiring of Michael Pizzico

the Bay Area, Coachella Valley, Inland Empire,

as Vice President of the business

Los Angeles, Orange County, San Diego and

AvidXchange Holdings, Inc. will

line. Pizzico will be responsible for

property management services for various of more than 170 associations and more than

Las Vegas. Happy 35 years, Seabreeze!

sales performance as well as leading all strategies, growth and revenue opportunities, and supporting actions including partnerships. “At AvidXchange, we understand that the middle market is unique in that deep domain expertise is highly valued,” said Michael Praeger, CEO and Co-Founder of AvidXchange. “Our customers appreciate that we know the industry, and the issues they are facing, which is why investments like this are the right next steps for us in HOA with Michael Pizzico.”

Seabreeze’s Staff BBQ

cacm.org | Vision Summer 2022

5

members in the news Riley Pasek Canty LLP’s New Partner, Mark Kirkland Mark Kirkland has been named a Partner at Riley Pasek Canty LLP. Kirkland is a highly experienced construction defect litigator and trial attorney focusing his practice on resolving complex construction disputes for community associations and owners throughout California. He has tried

Crummack Huseby Property Management Selected To Manage A New Master-Planned Community

over 25 cases against major national and regional builders, including jury trials for multi-family housing, multiple complex construction defect arbitrations to award, and completing an 18-day, multi-unit construction defect complex jury trial in Superior Court.

Mark Kirkland

Crummack Huseby Property Management Inc. have been designated to manage The Metro Heights Community Association, a new 1200-unit luxury master

Antis Roofing’s Victorino Trujillo-Montez Winner in Roofing Industry Awards Victorino Trujillo-Montez, Field Worker of Antis Roofing & Waterproofing, was named a

community built by Toll Brothers

i2HR—APZ:´T´`L´T´´M:HPƒ V Po2@MVPAi2fi: A P2—2.

and Lennar Homes in Montebello.

The MVP Awards program celebrates workers who are outstanding employees within

“We could not be happier to begin

their companies. Trujillo-Montez, who arrived in the U.S. from Mexico as a young man, has

our partnership with Toll Brothers

:i22ƒPJH:P: fi.D:/H:—PH—P—ƒ222

and Lennar Homes and The Metro

and lack of educational opportunities, Trujillo-Montez became a skilled roofer across all

Heights Community Association,”

Hfi:fi:H2:H/2:HHAH:P2iƒ2:Hˇ2—PfiP.

said Margo Crummack, CCAM, Crummack Huseby’s Co-Founder fiCˇEnPPHJOˇP2.WW are very excited to be part of the strategic team that will go beyond the ordinary to deliver exceptional customer service to enhance the lifestyle that is rich in beauty, comfort, and luxury at Metro Heights.”

Victorino Trujillo-Montez

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Vision Summer 2022 | cacm.org

#1 Provider of HOA Pest Control Online Scheduling for Residents Unconditional Warranty Green Treatment Options Free Estimates

1 (844) GOT-ANTS 468-2687

Serving over 1,000 So Cal HOAs

cacm.org | Vision Summer 2022

7

members in the news John Rivera & Rakesh Peer Join CM Squared John Anthony Rivera and Rakesh Peer

have joined CM Squared as the Director of Client Relations and Senior Vice President of Forensics, respectively. Rivera has 19 years of experience in community management and has previously served as the Vice President Property Portfolio for FirstService Residential, and Peer has managed over 500 construction defect matters involving light-industrial, commercial, hospitality, institutional/government and residential developments. “Rivera’s comprehensive and unique background in the homeowner association industry strengthens the organization’s standing as the ‘go to’ trusted partner and industry leader,” said Dirksen Rogers, CEO of CM Squared. “Rakesh elevates Rakesh Peer

all of our services with his enthusiastic ‘lead by n/ZJP:)iP:2fioPHP—2.I

CINC Systems Launches CINC Manager 4.0 CINC Systems has launched CINC Manager 4.0 for all iOS and Android devices. The mobile application

Cheers to 20 Years for Hughes Gill Cochrane Tinetti Hughes Gill Cochrane Tinetti, P.C. recently celebrated 20 years of exceptional legal service to the CID industry. For the past two decades, they have provided transactional, general litigation, and defect litigation representation to condo projects, planned developments, co-ops, and mixeduse associations throughout Northern California. Happy 20 years, Hughes Gill Cochrane Tinetti!

now fully empowers managers to oversee their properties on the go.

“Community Managers have a tough job and an extremely challenging schedule,” said Chris Millner, Head of Product Management at CINC Systems. “They’re often running from one property to the next, completing home inspections and attending board meetings. As they’re addressing violations and managing work orders, all that data needs to PHPHiiH2iHPH an Internet connection. That’s now possible with CINC Manager.”

8

Vision Summer 2022 | cacm.org

John Anthony Rivera

members in the news Professional Community Management Names Lydia Huh As Business Development Manager Professional Community Management (PCM) recently named Lydia Huh as business development manager. In her new role, she will focus on building client relationships while maximizing community /2PPo)——H)fi—2iH.HP: more than seven years of property management experience. “Lydia has a well-earned reputation for working closely with team members, client board members, and external vendors to execute management operations with successful outcomes,” stated Leslie Baldwin, Associa’s Vice President of Sales. “She is a creative thinker and customer-focused leader. We are excited to have her onboard to support our branch’s growth.”

Lydia Huh

(989) GORDIAN info@gordianstaffing.com

Remote Staffing Solutions Designed for Community Managers Qualified, work-from-home staff members Payroll taxes, workers comp and benefits included No added HR liability for your company Pre-placement training & workshops Fluent in English and Spanish Scan the QR code for our cost savings calculator!

AP

&

AR

CLERKS

RECEPTIONISTS

·

ADMIN ASSISTANTS

·

BOOKKEEPERS

·

ACCOUNTANTS

CUSTOMER SERVICE REPRESENTATIVES

·

REMOTE COMMUNITY MANAGERS

·

·

·

CONTROLLERS

MAINTENANCE DISPATCH

ASSISTANT COMMUNITY MANAGERS

cacm.org | Vision Summer 2022

9

members in the news

John Carona

Dave Potter, CCAM

Andrew Brock

John Carona Launches HOAM Ventures with Andrew Brock John Carona, Founder and CEO of Associa, has launched HOAM Ventures with President, Digital & Technology Services & Chief Iˇ2HOˇP2ˇA ::P)

Andrew Brock. HOAM Ventures invests

in, acquires, and partners with revolutionary companies and products to provide the community management industry with cutting-edge technology solutions. Brock will be responsible for leading the ongoing efforts to develop solutions that meet the operational needs of PPHo—H2:)fiJ/2:) i2:)fiJ:H2:.

“The consolidation of technology services under the fully independent HOAM Ventures umbrella represents an exciting and dynamic step forward for the community management services industry,” said John

PMP Management Hires Dave Potter as Regional Vice President Property Management Professionals (PMP)

announced Dave Potter, CCAM, as Regional Vice President to oversee PMP’s rapidly expanding Orange County, San Diego and Los Angeles divisions.

“Dave is a proven leader with a two decades-long track record that has earned him the reputation of being an extraordinary operator and mentor with the tools to scale our expanding Southern California divisions and continue to develop our dynamic team of professionals” said PMP’s President & CEO, Brad Watson. “We’re honored to have Dave join our leadership team and we look forward to his

Carona. “HOAM Ventures brings a tremendous range of demonstrated

contributions as we continue to grow the industry’s

property and real estate technology expertise to the table and promises

most innovative, lifestyle-centric, service-focused

to transform the community management sector.”

community management company.”

Jamar Austin Awarded “Best Client Retention” at Annual Region President Awards Securitas hosted their Annual Region President Awards honoring their most outstanding employees for hard work and dedication. One of the award recipients was their Area Vice President, Jamar Austin. Austin was awarded “Best Client Retention,” highlighting his ability to maintain consistent attention to his clients and their sites. Austin’s skillful management style translates to lower turnover, higher degrees ˇƒ:H:ˇPH)fiH—Hˇ:Hˇ—PP2:ˇ2 Securitas’ clients. In addition, Austin also was recognized for Jamar Austin

10

Vision Summer 2022 | cacm.org

overall improvement in all measurable categories.

members in the news Lennar Debuts Flex Gen Home Design Lennar:i:—HFnG 2/ˇP2

communities across the Inland Empire. The Flex Gen home meets the needs of a growing number of homebuyers who work or school from home, and it includes all the elements of a traditional new home, with the addition of an attached suite with distinctive features that accommodate those running a home business, working remotely, or home schooling. “Our FnG 2/:H2:Hifi:—fiH2Po fi:/PPoˇ22Hi22:)I:fiM222:) T Division President of Lennar Inland. “Not only does it have notable features such as a private entry, extra :H2—)/ˇP2ƒƒo2fi/2JH ˇP:/P)ƒPHH:ˇHP2:P2D2/SH/F built-in feature that allows packages to be delivered or picked up securely and without personal assistance.”

Don’t see your news listed? Update us at communications@cacm.org

Online Banking Remote Deposit • Web-Based Payment Processing • Electronic Dues Payment Option • Operating and Reserve Accounts • Local Lockbox Processing • HOA Loans • •

Your HOA Banking Specialist A Dedicated HOA Department Here For You

Give us a call today 844.489.0999 www.HeritageBankofCommerce.bank

Member FDIC cacm.org | Vision Summer 2022

11

you said it!

EVENTS This week, our Managing Partner, Robert DeNichilo, Esq., CCAL, shared advice and guidance on responding to new Fannie Mae guidelines to some of our industry’s high-level executives at the CACM Executive Leadership Conference in Monterey, CA. What an exceptional event to collaborate with management company decision makers and help them find collective solutions for the future of our industry. #communityassociations #communitymanagers #communitymanagement #HOAlaw #HOALawyer — Richardson | Ober | DeNichilo

Thanks to my co-speakers Caroline McCormick and Colleen N. Montoya and the CACM community, my first public speaking engagement was awesome! I learned so much from them and the attendees who shared their experiences and expertise.

— Karen St. Onge, Community Association Lawyer, Chapman & Intrieri, LLP

We had the pleasure of attending

Great first session at CACM #ELS22.

CACM’s Southern California Law &

Looking forward to the rest of the day!

Expo, and it was a blast like usual.

So thankful to the wonderful #CACM

Happy to see so many folks back

team for all their efforts in making this

after the event shutdown two years

event so special. Thank you!

ago. Cheers to 30 years, and cheers to 30 more!

— Aaron Anderson, Business Development Manager at Precision Concrete Cutting

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Vision Summer 2022 | cacm.org

— John Rivera, Director of Client Relations, CM Squared, Inc.

you said it!

Best event of the year! Thank you

EDUCATION

CACM and all the staff for your relentless pursuit of excellence. #cheersto30MOREyears #cacmstrong #cacm #sclse22 #goblusky #trustedpartners — David Carino, Business Development Manager at BlueSky Restoration Contractors

I spent this morning taking the CACM Better late than never .. what an

class, INS 200: Insurance Principles for

awesome turn out CACM! Thank you

California Community Associations, with

Melissa Hurtado and CACM team for

40 colleagues. Brian Kalmenson, CIRMS did

putting this event together. Truly glad

an incredible job presenting the material,

we had the opportunity to be back IN-

making it easy to understand even some of

PERSON!

the most complicated policies.

#cacm #reserves #sb326 #fanniemae

#cacm #continuingeducation

#freddiemac #hoa — Danny Orozco, Reserve Analyst at

#communityassociationmanagement — Susanne Darner, CCAM, Community Manager at Action Property Management

California Builder Services

Thank you to CACM for hosting a successful Southern California Law Seminar and Expo in Anaheim last week! We appreciate the opportunity to exhibit and spread the word on how FRONTSTEPS is changing the game in HOA management software.

See you all again soon!

I finished enrollment in the New

— FRONTSTEPS

Development class through CACM starting on March 23, 2022. Who wants to take it with me? #NewDevelopment #CACM — Cody House, Community Manager, The Management Trust

Axos Bank extends a special thank you to CACM for another enjoyable and successful Southern CA Law Seminar event! Kim Arcari, Ryan McBeth, and Ralph Ascoli from our dedicated #banking team were pleased to engage with #CommunityManagement and #HOA professionals.

— Axos Bank for Business

I was officially sworn in as a Certified Community Association Manager. I would have been sworn in at the 2020 conference if the world had not shut down. After surviving a devastating case of COVID in April 2020 and long-haul health issues ever since, being able to stand up in front of my peers (in-person) and speak the CACM Oath means more to me than I could ever express. I am proud to say McGinnis Services is thriving and so am I! Thank you CACM and Tom Freeley for making this moment possible. #CACM #sclse22 #CCAM #COVIDsurvivor #thankful — Crystal McGinnis, CCAM, Owner of McGinnis Services cacm.org | Vision Summer 2022

13

from the roundtable A MESSAGE FROM THE BOARD

This issue of Vision Magazine is focused on innovation and on what our industry is doing as we move into the next phase of what we believe our future will be.

I think back just a few years ago and consider what the focus was then. At that time what was driving innovation was the improvement of management software systems to better serve our communities. This included the use of electronic payment processing for transparency, cloud storage of association records, streamlining processes, portals and communication platforms, and, of course, the websites.

Today, I feel that innovation is focused on employee engagement and experience. The companies who can adapt to the needs and demands of both the internal and external customers are going to have the keys to be successful.

We have more employees today who are interested in working remotely than ever before, as well as more of our clients that are doing the same. This has given us more to consider than just, ‘this is not how we did business in the past.’ We need to think about what new changes will be needed as we pivot to this option.

Another change is that job share has become a reality as those who left the workforce and are looking to return, but not in a full-time position, can now do so meeting their personal and professional needs. There are recruiting companies that focus on staffing just this type of model as was shared at the recent CACM Executive Leadership Summit.

Companies that operate out of brick-and-mortar buildings with an 8 am to 5 pm model do not have to be the only way to show strength and growth in the market.

In fact, those companies who are able to offer flexibility to their high-performing team members will have the ability to retain not only those team members, but also the clients. This, in turn, allows them to focus more resources on the organic growth of the company.

I remember back when employees were only interested in their own personal growth and their paychecks (okay I am showing my age now). That has changed. Now they not only want to be vital in the company they work for, but also its future. They want to know whether they fit in or not. They want to work with companies that truly care about the communities that they are in. They look for companies that give back to the community and want to make the world a better place.

Finding ways to be adaptable to the next new thing will be vital – just as our industry adapted to using Zoomtype platforms during the pandemic, something that has changed many of our business models today.

Share A Random Act of Kindness!

Joe Price, CAMEx, CCAM CACM Board Chair Powerstone Property Management, ACMC 14

Vision Summer 2022 | cacm.org

HIGH RISE & LARGE SCALE S U M M I T T A K E A D E E P D I V E I N T O Y O U R S P E C I A LT Y. HILTON LA JOLLA TORREY PINES | LA JOLLA, CA OCTOBER 6-7, 2022 Join fellow managers from across California who specialize in high rise and large scale communities for this two-day summit.

Take a deep dive into your area of expertise, focusing on alongside professional and experienced managers. large scale and high rise properties and insight from experts in areas that pertain to these unique communities.

CCAM, CAFM AND MCAM MEMBERS EARN 6 CEUS. RESERVE YOUR ROOM

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cacm.org | Vision Summer 2022

15

spotlight on education Accounting and Financial Professionals: Earn your CAFM now Missing A CEU? Law Journal Quiz May Help Have you been frustrated to learn that you are short just one or two CEUs for recertification and had to apply for an extension? Well, look no further! The Education and Credentialing Team have brought back the Law Journal exam.

How will this work? Simply read an issue of the Law Journal, pass an exam, and earn 1 CEU. A maximum of 4 CEUs can be earned per year. The cost for the exam will be $50. For more information, reach out to education@cacm.org.

CACM is proud to offer the Community ::PH A FPM—2@CAFMAP2fiH HPPPH—fiP/2ˇ::: working in the community management industry. The only credential of its kind, CAFM holders can demonstrate their comprehensive knowledge in assessments, budgeting, reserves, fiH2PP:fi2H:P1PH community associations.

CAFM holders are able to promote their valuable skills and professionalism to board clients, management companies, and fellow industry professionals. In order to obtain the CAFM credential, applicants must take the following PP2::—2HH2@ˆAo2:/22H application submission:

CMM101-102 Basics of Association Management CMM122 California Law Series (Module II only) CMM130 Foundational Ethics for Community Managers FIN300 Budgeting FIN210 Assessment Collections FIN320 Strategic Financial Planning Upon completion of all required courses, applicants must obtain their own individual ManagerPro or ManagerPro Plus membership, as well as submit a CAFM application, associated fees, and recommendation forms from the following: Board/Committee Member, Employer, and CCAM/CAFM/MCAM/CAMEx holder.

BECOME A CERTIFIED COMMUNITY ASSOCIATION FINANCIAL MANAGER NOW! For more information or to obtain a CAFM application, please contact the Education Department at education@cacm.org.

Get to Know Your New Education & Credentialing Administrator

Please help us welcome the newest member of

Before joining the CACM team, Collin also worked

our Education Department at CACM: Justine

with the Anaheim Union High School District as an

Collin.

ˇP:::HH.SZ:J2ˇ:)H

Collin graduated with a Magna Cum Laude from California State University, Long Beach in

outdoors, traveling, line dancing, iced coffee, history, classic rock, Disney, and Halloween.

2017, where she earned a Bachelor’s degree in

She’s passionate about education and

history. She was a Customer Service Associate

helping people, and we’re excited to have

at Kohl’s for 5 years, and after graduating, she

her join the CACM team as the Education &

was promoted to Store Administrative Assistant

Credentialing Administrator. She can be

and worked with Kohl’s for a total of 9 years.

reached at jcollin@cacm.org.

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Vision Summer 2022 | cacm.org

Meet Our Instructors Linnea Juarez, CAMEx, CCAM, CEO of Condominium Financial Management, ACMC, has been instrumental in developing and updating many of CACMZ:PPP2::.

Juarez frequently teaches the Explaining Financials classes and thoroughly enjoys interacting with managers to help them gain more PfiPP—H. :A ˇPfi—ƒ2ˇCACM):i:—H2:Hˆ¯—2: H2PJHC2HfiCPHo::PH A M—2@CCAMA P2HPH`ˆ.

Lisa Tashjian, Esq. is the senior partner iHHBPH:T —2.

Tashjian has been an active member with CACM since 2003 and an instructor for many of these years.

She can be seen facilitating BAM, Cˇ2LiS2:)CPH Resolution and New Development, where she shares her expertise while engaging the students with their learning.

Tashjian is always available to teach and holds our courses in high regard.

James Judge, Esq. is the owner and principal shareholder of The Judge Law Firm. Mr.Judge has been an active member of CACM’s faculty for over 20 years.

As an instructor, he heads the Ethics Study Group Committee where he writes CACM’s Ethics case studies. His countless hours of writing have become a valuable asset for CACM. He holds Ethics standards in high regard and for that we greatly appreciate his dedication and commitment. His work truly shows in our students.

Thank you to all our instructors for your dedication to CACM and the community management industry. We are very fortunate to have you!

cacm.org | Vision Summer 2022

17

BILLS INTRODUCED IN 2022 LEGISLATIVE SESSION

By Jennifer Wada, Esq.

We are now in the full swing of the legislative session.

TfifiH—Hƒ:PHˇH2W2:HP:I/Po committees is April 29. Some bills will die but most will move on to the Appropriations Committee where their :P/PHiƒoNfi.WSPfiP:I/Po committees will start up in June, and we will then race Hi2fiHfiP2H:ˇP—P:H A ˆ`.

AB-1410 (Rodriguez) As previously reported, CACM has been engaged in negotiations on AB-1410 (Rodriguez). AB-1410 originally included a host of problematic provisions, including prohibiting associations from enforcing any violation during a state of emergency. The bill now allows enforcement of violations unless the nature of the emergency makes compliance unsafe or impossible.

As we move closer to the bill’s second house policy hearing, we intend to work on additional amendments that would address the requirement that directors and employees take a course in ethics and harassment. We also intend to explore possible cleanup to ensure the bill doesn’t impact current law on short-term rentals.

18

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SB-1444 (Allen)

What’s Next?

One issue that CACM has been focused on is the rising cost of insurance for HOAs.

As we approach the anniversary

Alongside CAI, we looked into expanding SB-

of the Surfside condo collapse

1444 (Allen) to include all common interest

in Florida, we would be remiss

developments. SB-1444 originally would have

not to acknowledge the need to

included condominium dwelling coverage in

protect against similar tragedies

the definition of “basic property insurance”

in our great state. Consideration of

under the California FAIR Plan.

reserve funding, board approval of emergency funds, and inspections

The FAIR plan is a joint reinsurance association

continue to be hot topics.

formed by insurers licensed to write basic property insurance, and it assists people in securing this coverage. After discussions,

Unfortunately, in the current

however, it became clear that there was no

election year, it was difficult to

feasible way to extend coverage, and more

find courageous legislators willing

importantly, even if it could be done, it would

to step up on the topic when the

not address the affordability issue.

solution could impact homeowner assessments. We continue to

In discussions with the Senate Insurance

have discussions on how to

Committee, they acknowledged the very

address the problem of aging CID

real problem of rising costs and indicated

infrastructure and are hopeful that

a willingness to continue to discuss and

we will see future legislation to aid

brainstorm creative solutions. CACM has also reached out to the Department of Insurance on this topic.

our communities and to protect the residents within them.

See. Know. Secure.

Jennifer Wada, Esq., is an attorney, CACM’s legislative advocate and principal of Wada Government Relations in Sacramento.

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PIPING REIMAGINED:

In the interest of full disclosure, I’m a self-professed pipe geek dating back more than two decades. But I can tell you with 100% objectivity that we are living in an unprecedented era of piping innovation.

That’s saying something when you consider how far we’ve come already. We evolved from the ancients’ open aqueducts and drainage channels to closed pipes placed underground and behind walls to avoid contamination, evaporation, and odors. We upgraded from clay and bamboo pipe to lead to copper to galvanized steel to the plastics of the last 50 years.

While remarkable, these advancements largely involved innovations in piping materials or methods of transferring water from one place to another through more sanitary and reliable means. Today, we are tapping into the power of breakthrough technologies to prevent piping problems before they grow.

Pipes can “talk” by proactively sending messages about water usage and leaks. Safe additives can protect and extend the life of your existing pipes. We can even form pipes within pipes through innovative pipe-lining techniques. All of this enables condo owners and managers to save considerably in both money and headaches.

Here are a few of the most notable developments you should have on your radar: 20

Vision Summer 2022 | cacm.org

PLUMBING’S NEW ERA OF INNOVATION SENSOR-BASED MONITORING Leaks can wreak unseen havoc at astronomical P:H:. I —L2:) H/L2 PH P down 10 stories undetected for days or more. No owner wants that visit from the downstairs neighbor at three in the morning, and no manager wants the repair bill to the tune of a million dollars.

What if your pipes could sound the alarm at the 2:H :— ˇ /2ƒ/ THZ: H fi ƒfi

and steel supply piping from pinhole leaks and corrosion. The additives seal pipe walls off from oxygen, which “freezes” the corrosion process, and when matched with the latest sensorequipped smart valves, just the right amount of additive can be introduced as needed depending on water usage and other factors.

Mi) CP2fiLLPP P/ @CIPPA — extends the lifecycle of underground piping that is expensive if not hazardous to excavate and

sensor-equipped monitoring systems.

replace. CIPP uses a variety of lining materials,

S/PNfi ::2:H: J2—— A2HP

:H::HoP2H—//iH//.

IH—P @AIAHˇ2 H2— oP2 ƒPfi—Z:

:PP : ˇH 2 ƒ2—::) HH PP2 H 2fi

light. They constantly feed accurate, real-time

EXCITING TIMES FOR PIPES — AND PEOPLE

information to managers and owners, sensing

Pipes that talk and chemical-based repair

22—P2H: H/2HP2) /2::P2) fi i

treatments help you and your boards create more

rate.

accurate budgets for maintenance, repair, and

pipes function much like a car’s check engine

These devices can alert you about a variety of problems and even act automatically to mitigate HH:PHH— ˇˇ iH2 :PH ˇ H building where a sudden leak is detected. Also, by /— oP //H H :/PP 2ˇ

eventual replacement, and we’re just getting started. Looking ahead, expect to see pipes pre1P//fiiH::2:—iH:2HnHP2:) such as toilets and faucets, for more precise troubleshooting.

problem, your plumbers can spend more of their

All of these innovations bring tremendous

Hn— ::PHfi—fifi—:—

opportunities to provide cleaner, healthier water

the trouble.

to drink, enhance water conservation efforts,

Some newer buildings are being developed with sensors in place, and existing buildings can easily make use of the technology by installing sensorequipped smart valves. It’s also extremely

potentially double the lifespan of piping systems, and dramatically reduce operational costs. When it comes to condo and apartment pipes, I can report that the future looks brighter than ever.

affordable compared to the costs of a major leak.

CUTTING-EDGE REMEDIES We’ve had the technology for years to restore already installed pipes. New advancements in water treatments and pipelining applications are streamlining the process.

For example, cities have long added chemicals to //:H—HP22:)ƒPHHH2HH:ˇH fifiZHi ˇ2 P— H/ /2HPP2 building’s pipes. We’re now seeing water treatment methods scaled down to a building’s own footprint.

These treatments use additives such as phosphates and silicates to better protect copper

John Griffith leads business development at SageWater, North America’s leading pipe replacement contractor. SageWater is headquartered in Alexandria, Virginia, with ˇł§:HifiFOJ2H/:Ho2:D HouJ2/§fi2HˇHˇ //J2D§§P/fi2:fiHPH:F

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sagewater.com cacm.org | Vision Summer 2022

21

achieving professional excellence

Congratulations Managers It is with great pride that we recognize managers who have taken the next step in their professional career by pursuing advanced educational opportunities. Congratulations to our i:HC2HłfiCPHo::§H A M—2:[CCAM\DCAFMDS/§HoC2Hł§HDCAMEnD fiCCAMgE2HP:2§/H:ˇ2H/2fiˇFƒ2P2oDH2P—MoÆDF

NEW CCAMs

22

NEW CAFM

Cory Alvarez, CCAM

Lindsay M. Lane, CCAM

Andrew M. Andrioff, CCAM, CAFM

Ronit Ardizzone, CCAM

Cindy L. Latu, CCAM

Leah Craghead, CCAM-PM, CAFM

Leisha Baldwin, CCAM

Raychel E. Lawson, CCAM

Staci Erskine, CCAM, CAFM

Valerie Bendana, CCAM

Valerie A. Lee, CCAM

Joseph S. Ferguson, CCAM, CAFM

Isaiah L. Berry, CCAM

Jennifer Lueder, CCAM

Debesh Khadka, CAFM

Nancy Blasco, CCAM

Claudia J. Maldonado, CCAM

Shelly M. Bricker, CCAM

Tawnya Mansera, CCAM

SPECIALTY CERTIFICATES

Dianna R. Calhoun, CCAM

Tyler J. Matheis, CCAM

ACTIVE ADULT

Vanessa Caudillo, CCAM

Misty M. McDowell, CCAM

Katrina R. Chavez, CCAM

Johanna H. Miranda, CCAM

Andrew J. Crowley, CCAM

Amanda T. Moore, CCAM

Juan R. de la Cruz, CCAM

Kathryn C. Murray, CCAM

Deven R. Duran, CCAM

Jessica L. Oakes, CCAM

Joseph S. Ferguson, CCAM

Hannah Robertson, CCAM

Sarai Garcia, CCAM

Natalie B. Rojo, CCAM

Trina Blair, CCAM-PM

Lisa Graham, CCAM

Amanda L. Salinas, CCAM

Vanessa Silva, CCAM-PM

Francesca Gray, CCAM

Steve Schneider, CCAM

Christopher Greenwood, CCAM

Ingrid Silva, CCAM

Shayma R. Gross, CCAM

Tina M. Talamantes, CCAM

Amy Hawkins, CCAM

Nancy Tamaki, CCAM

Gabriel Hipolito, CCAM

Cynthia Truong, CCAM

Cody E. House, CCAM

Susan I. Wadsley, CCAM

Celeste C. Hutchison, CCAM

Cheryl D. Weepie-Garcia, CCAM

Dawn A. Ivey, CCAM

Eric J. Zeivel, CCAM

Felicia A. Johnson, CCAM

Kelly Zibell, CCAM

Vision Summer 2022 | cacm.org

Julie Ridolfi, CCAM-LS.AA, CAFM

LARGE SCALE Kimberly Flickner, CCAM-PM.LS

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23

RECESSION TO FOLLOW INFLATIONARY PERIOD

A Dr. James Doti

By Lynette Bertrand, Director of Marketing & Communications

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bout a year ago, Dr. James Doti presented Chapman’s economic forecast to executives via Zoom, and his predictions mostly played out.

H A HH):fiHHHiPfi increase to 5.3 percent by 2023 from around 2 percent. Just 11 months since, H:Hfi:H¨.¯/2PHHPP higher than anticipated. Doti said by end of o2)H:Pfifi2/H˘/2PH.

Other factors that are impacting the U.S. economy are:

His remarks were made in person this time as the Executive Leadership Summit took place in Monterey Bay, bringing together about 100 management executives, service providers, and guests for two days of networking and discussions on some of the industry’s biggest challenges and opportunities.

However, the major reason for the current climate is federal spending, which totaled $7.5 trillion since 2020.

• 100 percent increase in gas prices since January 2021 • Increase in prices across the board on products, from poultry to cars driven by demand and supply chain issues

WWZJJ2fiH:fiˇ:P expansion,” Doti said, adding that the —J2H:2PP/HfiPHHˇPfi the various stimulus packages over the past two years.

T:2/P2:H:Hƒ n/PHfi—JHP2:oi during the early days of the pandemic.

Driven by stimulus packages, the U.S. economy saw a 25 percent increase in o:P//oF:H—HHfiZH been seen since World War II, Doti noted.

Household net worth is also pushing H)—2i—ˇ2``TH22o 2020 to 150 trillion in the last quarter of 2021. This wealth is fueling consumer purchasing and driving up demand and ultimately pricing.

While money supply has come down to 10 percent, this boost in money creation has 2:PHfi—H.WMo:P//o will decrease to 8 percent by end of year, but the damage has already been done,” Doti said.

Gross Domestic Product went to a high of 5.7 in 2021, from -3.4 in 2020, but Doti predicts it will come back down to 3.2 in 2022. For reference, GDP in the three years prior to the pandemic ranged from 2.3 to 2.9.

Dr. James Doti updates executives on the housing market, inflation, and the workforce at CACM Leadership Summit.

A year ago, Doti also forecasted a rise in H2:H2H:H:ifiiH)fi that’s also played out. Interest rates are increasing and will continue to do so this year. The 30-year mortgage rate stood at 3 percent at the end of 2021 and Doti expects that to double by the end of this year. The `T Lo2LBfi T :iP2:ˇ2`.˘H 3.5 percent, and the federal funds rate will go from 0.1 to 2.5 percent.

All of these measures will slow down :/fi—fiHƒPHi:ƒ2— about a recession which can start late this year and into early 2023, Doti said. And the recession will impact the housing market, which for years had seen a huge boost in prices and demand due to low interest rates.

“There’s a fundamental change going on in the economy,” Doti said. “We’re moving from zero interest rate policy back to 2)iP:˜L˘/2PH.A :i— back to normalized capital, people who have taken on risk will pay the penalty.”

While average wages have gone up 5.7 /2PH:PJP2oˇ´T´`)H: eaten up most of that gain and resulted in an overall decline of 1.7 percent.

The recession may help companies retain employees as fewer will look to make job changes or big moves during a recession.

California saw a decrease in payroll of 7.4 /2PH´T´T HHo2ˇH/fiP. In 2021, payroll grew 1.9 percent, and Doti predicts more people will return to work in 2022. He said payroll will grow 4.2 percent in 2022. Still, unemployment ::—PHo—2H—fi:HH HHoHPP22HoH˜.P/2fi Hˆ.˘Hifi.

In addition to the workforce, the recession will impact the housing market :—PHo.I´T´T)HH2:fiH building permits dropped to 100,000 units but increased 14.7 percent in 2021 to 115,000. In 2022, he predicts they will be back within 110,000 or a more normal range.

Multiple family housing permits dropped from 50.2 percent to 44.8 percent from 2018 to 2021, and they will likely go back to 50 percent. However, Doti noted that history shows recessions typically bring down multiple family permits in the state so he expects overall volume will go down as this market is more volatile than single family homes.

Because of the forecasted sharp rise in mortgage rates, Doti said home prices ifi2/˘.¯/2PHH:o2.BPHi prices will drop, the doubling of mortgage rates will mean monthly mortgages will be substantially higher, even with lower overall housing prices. This will weaken housing demand because affordability will become an even bigger challenge.

Median home prices in California rose 39 percent from 2020 to 2021, much higher than nationally, which went up 34 percent. From a low of 2.8 percent in 2020, mortgage rates have shot up to 4.9 percent in April of this year and will continue to increase, Doti said.

In mid-May, the 30-year mortgage rate stood at 5.49. v

Lynette Bertrand, Director of Marketing and Communications, CACM cacm.org | Vision Summer 2022

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Executive Leadership Summit MONTEREY PLAZA HOTEL & SPA MONTEREY, CA | MAY 12 - 13, 2022 About 100 industry partners, management executives and their guests came together in Monterey for the annual Executive Leadership Summit to discuss mergers and acquisitions, Fannie Mae’s lending guidelines and the changing workforce. Attendees also heard from leading economist Dr. James Doti, who provided insights on the housing market and inflationary pressures.

THANK YOU SPONSORS Keynote Sponsor

Premier Sponsors

Entertainment Sponsor

26

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Executive Sponsors

cacm.org | Vision Summer 2022

27

T

here are some events that make waves, and others cause tsunamis.

The fatal structural failure of a balcony at 2020 Kittredge St. in B2oJP`˘)´T`¯i: tsunami event. Few outside the industry imagined that within four years of that tragic collapse nearly every HOA and apartment in Cˇ2iPfiƒƒ2P—ˇ2P deluge.

By September, after the June 2015 collapse, Berkeley’s Planning and Development, Building, and Safety Division of Housing Code Enforcement had already issued the Exterior Elevated Elements Inspection Guidelines and applied them broadly to nearly all multi-family structures in the city, including those within HOAs. Inspections and reports for those multi-family structures on all balconies, stairs, and walkways higher than six feet above adjacent grade became mandatory.

DESIGN PROFESSIONALS INNOVATE TO MEET THE NEEDS OF

“THE DECK LAW”

By Scott Swinton

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Vision Summer 2022 | cacm.org

By the end of the decade, the state had gotten involved. SB-721 skated through the senate and nearly netted HOAs in 2018. Attorneys and lobbyists for the HOA industry fought their way out of that legislation, but in retrospect, HofioH2fifiˇ2o—/ˇ22.

Barely preceding the incoming pandemic P:)SBLˆ´˘:Pfi2fiH:ioHH radar of managers and construction industry professionals in January of 2020. Those who had been involved with Berkeley’s E3 and 2PHoSBL˙´`1PPo2NfiHHSBLˆ´˘ would raise monumental challenges for HOAs. ˇiA 2HP:H2PPH—H2:) architects, engineers, and attorneys began holding back-room meetings in an attempt to get out in front of the huge wave of frustration and angst that was racing along with hidden intensity. There were a lot of coffee-stained P/:ˇSBLˆ´˘fifiP:HP:Pfi2 daily scrutiny.

THE HEAVY LIABILITY BURDEN OF THE LAW WAS FORCING PARTIES TOGETHER WHO MIGHT HAVE OTHERWISE STAND ALOOF AWAITING THEIR TURN.

The traditionally siloed segments of the construction industry began communicating.

Cross-trade communication is, to some degree, a part of the traditional construction process, but “the deck law” drove contractors, architects, engineers, and construction managers to the same table like never before.

The heavy liability burden of the law was forcing parties together who might have otherwise stood aloof awaiting their turn.

And then, it wasn’t hidden anymore. HOA budgets were shattering. Reserve studies began exploding, and once innocent-looking balconies and stairways were becoming lurking liabilities. Meanwhile, clever humans were doing what clever humans have always fi.oT i2fi—io:Hi2iH) around, and through the obstacle.

The small segment of the construction fiP:H2o1PfiHi2HO:A i:ƒPNN for months. Every contractor began wondering ˇ——o—:fiP:HfiH2:Hˇ grand series of golden eggs. Engineers and architects, already nervous and liability conscious, hovered between intrigued and aghast and began consulting with statisticians and attorneys. Construction managers lay awake at night trying to imagine how to organize the coming chaos, and then, something new happened.

Not only was the industry turning a corner through collaboration, but the time was right ˇ2JH:—2—)iH2/2—) and design to shine. Perry Tabor of TEAC Engineering described the process as “bringing lessons learned forward,” and indeed, many lessons about how NOT to waterproof and design balconies have been learned in the past 20 years.

The tide was already racing out in anticipation of the incoming tsunami. When the wave hit, despite the liability concerns and legal ambiguities, the industry’s professionals were poised to rapidly pivot and innovate to meet the need.

Innovation has always set the best apart in any industry. Many HOA board members, no ::H2fii2)2:H unaware of their responsibility, liability, and obligation to maintain the structures that house their families. Innovation is on the horizon for that also, but while we wait for present and potential owners to begin understanding their burden of responsibility, the best of the industry’s design professionals are busy working to shore up the system from behind the scenes.

The race to develop multifamily housing in the 70s through the 90s combined with deeply ifiHPHfi:fi:PfiP: had provided construction design professionals with a wealth of case studies on iH2fi:—:fi/2ˇPH reconstruction methodology. Innovation in —P2fi2fi:—)iH2/2—)fiW:P2—PI repairs to minimize the effect on occupied units came none too soon as it turns out.

In truth, there was a certain inevitability to the arrival of “the deck law.” Construction design professionals in the HOA industry were already warning their customers that large-scale 2P:H2PPHi:H2NFH2 not.

Scott Swinton is the General CH2§H2fiC2Hłfi Construction Manager at Unlimited Property Services, Inc.

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HARNESSING INNOVATION FOR PROFIT

By Jessica Melvin, CCAM

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:A —HP/:PfiHN)H/2H2—:2 getting smaller. How you utilize technology and innovation can greatly impact your bottom line. In this article, we will explore some io:HP2:/2HƒHoˇ2—2:fiH2P/:.

MANAGEMENT FEES Management fees are often barely covering the bottom line of what it takes to manage an association. The trend in the industry is to attract associations with a low monthly management fee and P2H/2Hˇ2H2:P2P:2ƒP2:ƒn/::) add-on services, etc.

OˇHH2Ji:iH/HHiPH:)H2:HH—I2 from them when asking why they are leaving their current management is that they felt “nickeled and dimed.” They aren’t wrong!

The low management fee model is promoting exactly that.

Recently, some companies have taken a different approach: the all-inclusive management fee. While the jury is out if this approach is effective, it certainly makes it easy for the client to realize what they are truly signing up for and enables the management company to effectively price their services without the headache of tracking ancillary expenses.

For example, if you build in a 3% charge into the contract for reserve items, a $500k painting project would net $10,000 for the management company and $5,000 for the —2.PPHo T ƒH:ˇ2 ƒPHPH/2PHHHfifi:/2/2HoJP and community aesthetic while the —HP/oƒH:Hˇ2ˇ /2HfiiLHfi/2/2Ho.

EFFICIENCY SCHEDULING Technology comes with a greater control over scheduling and keeping managers more :H:fiH22:.NiHHfiZ other teleconferencing applications have become normalized, meetings can be held anytime and anywhere internet is accessible.

Daytime meetings are now more accessible fiJH2ififiHƒH:D • People are more alert and likely to stay on task.

• It also promotes a better work life balance for board members,

ADDITIONAL CHARGES FOR ADDITIONAL VALUE While we are talking about those fees, let us think of a larger picture and thus, a larger /2H.SP2)oPPJPˇfifiL expenses like parking monitoring, rental monitoring, and so on. What if what you were offering was on a larger scale and brought in 2—2/2H:/ Perhaps, you can offer a piece of technology to a client that lessens the workload on the management team but also provides faster :2JPHHi2:/THiPfiƒ easy sell to a client for a monthly charge.

Think about adding a percentage to all reserve projects with a percentage split to the manager. This would incentivize managers to take on those large-scale projects which in turn maintains or increases property values. It is an all-around win and can create a lot of fifiH/2H.

• And, who wants to go to a board meeting ˇH2—fioˇi2/ Board meeting frequency can also be adjusted. Most boards can be moved to every other month and many of them can be quarterly. Having less meetings allows time for the manager to get more items accomplished, create more robust agendas, and maximizes /2H:.2T ˇHHƒ2fiH:H more likely they are to be overinvolved in the operations of the association.

vendors for project management. These apps allow for real time scheduling, picture and video updates, and can be accessed by management and board members. Used as an aid for your billable project management and management additional time, it is a time saver and money maker.

These innovative tools allow you to have less phone communication with your vendors and need for them to make less trips to the property. There are even options for landscape management emerging among the larger companies, like Jobber and Aspire. These apps provide remote options that are less intensive on your company, your managers, and your vendors.

Though the industry has traditionally been marked by clunky websites, paper trails, and old-fashioned tried and true methods, we are experiencing a renaissance after being forced to modernize in the age of COVID. Rather than fret, this is an excellent opportunity to harness HP—oioHHPƒJ2o/2Hƒ fi2:ˇPPo. You can increase revenue and lower employee burnout, even in the face of stiff competition.

Hopefully, this article gave some insights on how to think outside of the box. Ask your employees to get involved with innovation at your company! Everyone from your receptionist to executive management surely has valuable ideas that could help grow the industry beyond what it is today.

VENDOR INNOVATION Do not forget to utilize your vendors. If you do not have vendors on the forefront of HP—o)fiH.T:/PP:J: much time for a manager and can increase the /2HƒHoˇ—HP/o.

Apps like Buildertrend, CoConstruct, and Prommt are now starting to be used by

Jessica L. Melvin, CCAM, is the Portfolio Community Manager for The Management Trust, Nor-Cal division, serving Yolo, Solano, and Contra Costa §PH::§ÆF

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HOW SERVICE PROVIDERS INNOVATED THROUGH THE PANDEMIC

By Ryan Kwon, Communication Manager

Maintaining: Turning Potential Loss to Increase losses, it’s easy to lose sight of the customers that you have right in front of you.

David Carino, Business Development Manager ˇBPSoR:H2HCH2PH2:):fi)WAH2:H) we were slow to adapt to the pandemic, but that didn’t stop us from staying in front of our clients and managers and keeping them updated with everything, especially with current losses. The key for us was keeping in contact and communicating with our clients

It’s no hidden secret that the COVID-19 pandemic landed a prime Mike Tyson punch on our industry. The cost of construction materials alongside house prices skyrocketed to the moon unlike Dogecoin, fi—:HˇˇƒP:2Hfi— Waldo, and we couldn’t meet with one

Dirk Petchul, Esq.

With COVID throttling the curve of a company’s

and managers. In turn, we actually grew from

“With the change in attitude with online portals, video, and audio, we were virtually capable of seeing more people than we usually would in person.”

the pandemic.” people than we usually would in And, BlueSky wasn’t the only company keeping

person,” said Dirk Petchul, Esq.,

in touch with their clients. Whitney | Petchul

Partner and Attorney of Whitney |

saw the pandemic as an opportunity to expand

Petchul. “Through this acceptance

their customer reach. “With the change in

of technology within our industry,

attitude with online portals, video, and audio,

we were able to cover more

we were virtually capable of seeing more

ground than ever before.”

another in person through this trialed time.

No matter who you were, you were affected

The Paradigm Shift

by COVID in some way, shape, or form, and companies weren’t an exception. According to the U.S. Bureau of Labor Statistics, in July 2020, over 31 million people weren’t able to work for nearly a month due to their employer losing their business due to COVID. Even though our industry received a shocking right hook, we didn’t hear no bell, and we were ready to keep pushing forward.

Modern problems require modern solutions, and service providers within our industry took that saying to heart and continued marching forward and innovating.

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Before COVID, everyone used to be stuck in the Rob Buffington

:ˇ2ioH—HH2ˇP:ˇ2i2)ƒPH after the pandemic, many staff had the opportunity to work from home. According to

“As more positions moved to remote and became harder to fill, we were able to aid companies by providing them with remote staffing without ever replacing anyone domestic.”

data scientists at Ladder, “25% of all professional jobs in North America will be remote by the end of 2022, and remote opportunities will continue to increase through 2023.”

The concept of remote work became more P fiP2— COID) V ƒPH G2fi SHˇ— was ahead of the curve. “As more and more positions moved to remote and became harder H) ii2ƒ Hfi P/: ƒo /2Jfi— H iH 2H:Hˇ— iHPH ever replacing anyone domestic,” said Rob BPˇ—H)P2:fiHˇG2fiSHˇ—.

Lending a Helping Hand Jim Fontaine

EJ HP— ˇP ƒPfi—: fi ƒP::: i2 P:— 2— ´T´T) ˆ`.˘˙ fiJfiP:) frontline workers, were still out there serving and fi— H —2 /PƒP @SHH:H R:2P D/2HHA. F2H i22: i2 H H2P MVPs of the pandemic, and in recognition of their ˇˇ2H:) AH: R— ¸H2/2— W /2H2fi with the California Love Drop to show their

“It’s difficult to employ right now. It’s difficult to get workers, technicians, and even people into the office,”

appreciation to the frontline workers by providing them with food and supplies.

While layoffs were occurring in most companies,

The pandemic was a confusing time for our

Instead of downsizing, they took care of their

FHH2/2— W H fiˇˇ2H //2P.

managers and associations within our industry, and a lot of questions of what people could and couldn’t do within a community were up in the air.

To combat this confusion. SwedelsonGottlieb published and broadcasted rules and regulations of what people can and can’t do, legally advising managers and associations on how to deal with the pandemic.

employees.

WIHZ: fiˇPPH H/o 2—H i. IHZ: fiˇPPH H—H i22:)HPP:)fiJ//HHˇP)I said Jim Fontaine, President of Fontaine H2/2—.

W WSˇP2/o:Jƒ a part of company for 20-25 years, so we believe that H—P2:Hˇˇˇ¯˘i:H//22Ho.I

Embracing Technology Reconstruction Experts utilized and embraced Zoom by using it to maintain their connection Karen Bouslog

“We were able to stay in great contact with our customers and prospects, and personally, I had the two best, productive years in my 25 years of being in the HOA industry.”

with their clients, having luncheons, and capitalizing on homeowners having more time to evaluate the needs of their home.

Other companies made their own advances with other applications. “We were able to increase our ability in communicating with each other through Microsoft Teams,” said Karen Bouslog, Vice P2:fiHˇPPP:H2 W B.WWi2ƒ to stay in great contact with our customers and prospects, and personally, I had the two best, productive years in my 25 years of being in the

“Zoom, Zoom, Zoom, and…ZOOM,” said Chris Lucas, Vice President and Relationship Manager of Heritage Bank of Commerce. “It’s a great way to stay in touch with managers, keeping education seminars like the Law Seminar going, and most importantly, it gave us an opportunity to learn the ins and outs of new technology.” It’s no mystery that Zoom became an essential tool in our technological tool kit throughout the pandemic.

HOA industry.”

“Cloud-based is where it’s at,” said Sara Rathsack, Account Executive of TOPS [ONE]. “TOPS Software switched over to TOPS [ONE], and it’s cloud-based, meaning anytime, anywhere, anyone can access their work from any device, making it easier than having to deal with a server. It has really innovated our industry and changed how things are done now.”

Ryan Kwon, Communications Manager, CACM cacm.org | Vision Summer 2022

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Bridging the Generational Gap HOW ONE MANAGER BROUGHT A CREATIVE AND INNOVATIVE PROGRAM TO A COMMUNITY HE SERVES

By Ryan Kwon, Communications Manager

As technology advances, it seems we sometimes get left behind with every update.

Occasionally, accessing necessary new technology could be challenging and frustrating because it’s on the other side of a paywall. Through his innovative program, The Intergenerational Tech Program, Cody House, CCAM, smashes this wall that separates us from an opportunity of understanding and being in the now.

How long have you been in the industry, and how did you start as a manager?

Cody House, CCAM

I have been in the industry since March 2020. I started my career in community management as a Community Design Coordinator, which led to becoming an Assistant Community Manager. After a short time in the role, I obtained a Community Manager role in November 2020. Since then, I have been working as a manager learning and developing skills to manage associations, build solid relationships with homeowners and board members, and interface with different departments and agencies.

What is the Intergenerational Tech Program, and what inspired you to launch this program?

Growing up was tough for me, because I didn’t have internet or let alone a computer. I had limited access to technology and most of my school work required the use of internet and tech devices. Since the world was becoming more dependent on technology, I found H:Hƒ:PPfiˇPPHƒ:HP. 34

Vision Summer 2022 | cacm.org

Since opportunities and resources were limited, I had an epiphany of wanting to help others who may not have had the same access or knowledge of navigating technology as I did through giving them opportunities to learn. Then, working in community services allowed me to give back to my community and successfully launch the Intergenerational Tech Program.

This program was created as a means of bridging the technological gap between generations. High school youth were given opportunities to serve their community and obtain community service hours by volunteering at the local senior center and answering a wide range of seniors’ questions about their iPads, phones, computers, etc.

As we led the program every month, we noticed the need and desire for it P2:fi:—PHo:i:H ˇ—ˇˇPHˇHoPHHH volunteered. They gained a deeper understanding and appreciation for this service.

Did the program reach the outcome that you wanted it to reach?

The program did more than reach a fi:2fiPHP.H A 2:H)IHP—HHH there would only be a handful of participants that wanted the help. Then, shortly after inception, there were dozens of seniors that reached out wanting to sign up. The program’s participation rate P2:fiƒo``˙›H2:HH)fiH paved the way for other organizations to launch a similar service for their communities.

Have you made other programs for other communities?

My background comes from leading and coordinating programs for intergenerational and marginalized populations. These programs include an Intergenerational Culinary Program, Community Health Fair, Intergenerational Horticulture Program, and so on. These programs have fostered tremendous community value and participation.

Your passion is helping and building community. Could you give us insight on how your passion came to be and what fuels it?

My inspiration for giving back to the community comes from a disadvantaged background where obtaining resources and support was a daily struggle. My hope is that continued services like these will light a 2o/::::H implement other programs, services, and events that will leave a legacy for generations to come.

This program was created as a means of bridging the technological gap between generations.

High school youth were given opportunities to serve their community and obtain community service hours by volunteering at the local senior center and answering a wide range of seniors’ questions about their iPads, phones, computers, etc.

Are there any additional comments you would like to add?

I am thankful to work in this rewarding industry and appreciate the different organizations, companies and people that have equipped me with the knowledge and tools to be successful.

Ryan Kwon, Communications Manager, CACM cacm.org | Vision Summer 2022

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Tough Labor Market?

Here are some ways to meet the demand for workers and increase efficiency.

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A

s the labor market continues to be the :——2H:HfiˇPPHoˇP2 industry, companies are exploring new io:HP2:H2D2PHLƒ2EˇPPo RH@DLERA.T::H2fiHoPJfi through one of three means:

1.) SPECIALIZATION, 2.) AUTOMATION, OR 3.) OUTSOURCING. SPECIALIZATION is the process of narrowing job duties, so each position is working on the :ˇiH::fiƒP—2ˇPH at each.

AUTOMATION refers to the use of software and processes to replace man hours with machine hours.

OUTSOURCING can be delegating the position entirely, such as hiring a third-party PPPH—222—2Hi22: ˇ2:Hˇ——P:HHJi2P:H than domestic employees.

SPECIALIZATION is one of the most important changes that our industry needs to practice to advance. The portfolio mindset of 20 years ago still endures with the property manager being responsible for all activities related to a property. The goal of specialization is that each person focuses on a select number ˇ2HfiH::ˇ2:/Pfi—2P/ˇ properties.

This is different from a call center model where you are speaking to a faceless, nameless individual that has no connection to you or your property, which leads to frustration and low quality. With specialization, you create /:H:ˇ2:/PP:HˇH::fiH ˇPP:H//:/PP—2P/ˇ properties, whether that’s on a portfolio level, :PP:CAA M@A:::HHCPHo ::PH A M—2A)2fiJ:Jˇ2 something like a customer service rep.

As companies reach a certain size, new positions such as an onboarding admin become viable. By creating a position to do nothing but onboarding, you allow a member ˇoP2HHƒP2ˇPHH community manager would.

SPCAM@CPHo::PH A M—2A:ZHƒ2fi—iHO:A J2o

month, they will become rusty and forget the process, but with an onboarding coordinator, after a few months, they will know all of the right numbers for changing over utilities, will JH—fiƒ—:o:H memorized, and will not fall behind because of a last-minute maintenance issue or too many board meetings. Also, an onboarding coordinator will be easier to hire and train than a CAM and will expect a lower salary. The strength will be in the process rather than the person.

Many companies fear delegating a process to a lower level because they are concerned about sensitive data or quality control. There is a principle that I call the 90% Rule. You don’t need to be able to delegate 100% of a task in order to utilize an admin staff with lower clearance or less experience.

Let’s continue with the example of an onboarding coordinator. If you use an entry level position to take over onboarding, you may want to keep the banking information and fund transfers as well as the communication with the board for the CAM. However, that doesn’t mean that the Onboarding Coordinator can’t be responsible for everything else. As long as someone can take 90% of a task away from you without :P2P—1PHo2:PP2Ho)H:—fiJ.

AUTOMATION is a growing facet of our industry. More tasks are being taken and automated by using the 90% rule. If you have a customer service department, bring in a smart AI for your online chat and texting communications. It’s not hard to develop or purchase an AI that can answer questions :PP:WWH:oƒP/IWHifiI 2/2HHP::P/IWHifiI:PƒH ARC/IH: W AIƒƒH:i2`TT›ˇ 1P:H:/Aƒ:PHoH)ƒPHˇoPH survey of most front-line calls, well over half of them could be answered with zero man hours.

If you’re not ready to embrace Skynet just yet, start halfway and develop scripts and i2i:ˇ2oP2ˇ2HˇPfiƒPˇP positions. Depending on your software, there :Pfiƒi2i:i2ˇP— message contains the phrase “selling my unit,” “condo docs,” “CC&Rs,” or “escrow,” assign to escrow department and create draft with this response:

“Dear Homeowner, In order to get a copy of your escrow docs, please visit www.homewise.com.”

Nothing has been sent, so you still have a human eye on it before clicking send, but you’ve dropped the time and energy required to answer this from 120 seconds to 10. You’ve also ensured that the right answer is going out every time and decreased your average response time.

Finally, OUTSOURCING is rapidly gaining traction in our industry. Vendor screening go through companies like Vendor Smart and Vive. Escrow demands now go through Homewise Docs and CondoCerts, and even AP goes through Strongroom. It can also mean hiring full-time employees through a :Hˇ—P/oˇ2ifi2——2/P region, reducing your payroll anywhere from ˆTL˘T›fiP2:—oP2Jƒ2— pool.

Depending on your company’s size and needs, H22ƒHPƒ—fi/H.PZ Y fi that HOAs are open to solutions that they wouldn’t have considered 2-3 years ago, such as permanent Zoom board meetings or fully remote management. Many companies are creating new positions of Remote Managers who will handle everything via Zoom and email.

None of these strategies are meant to be P:fiH:i.H2 A 2ƒPH every company and can be used in concert for the most optimal effect. By gradually fi—iio:H//oPˇH: strategies, community managers can affect :H—fi/2HƒP—P2 industry.

Rob Buffington is the Owner of East West Building Works and President of G2fiSHˇł— , both of which are located in San Jose.

cacm.org | Vision Summer 2022

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maintaining high standards

New Individual Manager & Management Company Members CACM members further their success in the industry and benefit by partnering with colleagues to share new ideas and best practices. Please join us in welcoming these ƒ2: ˇ 2 H ˇ 2:H 1P2H2 ˇ [J P2o d M2§ F\

MANAGER ProPlus Damian Bennett Kari Foster Nicole Mass

MANAGER PRO Jordan Alcaraz Jerald Allen America Barajas Johanna Bienvenue Amanda Boczek Shelly Bricker, CCAM Beatris Campos Cheree Cardadeiro Gina Carruesco Heidi Celentano Matt Chandler Bruce Chung Han Chang Dorene Cisneros Kaitlyn Cogan Dayla Cook Daniel Cornwell II Cesar Cortez Tiffany Cribbs Carol Cunha Alysia Dale Suzette Davies Jesus Delgado Christa DeMartini Mindy Dent Chanthra Dith Maddisan Drossulis Deven Duran, CCAM Justin Eccleston Angeline Elmasian Komal Gill Deborah Graffam Jessica Guerrero Andrew Gutierrez

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Jaime Haddad Amy Hein Coryn Henderson Gabriel Hipolito, CCAM Richard Hobbs Cody House, CCAM Bethany Hudek Charles Humphrey Shawna Hunt Danielle Irving Yadira Jaime Joseph Johnson Genesee Jordan Debesh Khadka, CAFM Jan Kleissl Kelli LaBrado Vanessa Landrum, CCAM Darin Laracuente Kelly Larson Cheryl Ann Lawer Francisca Lopez Tawnya Mansera, CCAM Megan McCann Mei McClure Krista McConnell Raymond Melero Jenny Mucha Selma Nalbant Kylia Neal Katherine Papa David Peakes Kristine Peterson Julie Porche Iman Rojo Joe Romero Joseph Rosenthal Brandie Serles Laura Stevens Beau Stewart

Marcella Tagaban Paula Tapia, CCAM Jennifer Tavares Sam Tcharkhutian Meghan Torres Jessica Vogt LaToya Wallace Patricia West Keandra Wheaton Steven Wright Princess Yapana Jonathan Young

BusinessPlus California Dream HOA Management San Diego | (619) 378-6665 https://dreamhoa.com Desert Horizons Indian Wells | (760) 301-5620 www.deserthorizons.org

Business Oakmont Village Association Santa Rosa | (707) 539-1611 www.oakmontvillage.com Structure Properties San Francisco | (415) 237-6240 www.structureproperties.com Windemere HOA La Jolla | (858) 454-4789 www.windemerehoa.com Belwood Properties, LLC Tarzana | (818) 883-3033 www.belwoodprop.com

ARE YOU LOOKING TO HIRE?

Let CACM help you!

CACM is committed to our members’ professional success.

W H2oP22—2 —ˇ2H nHfiP:H2oL:/PP position, the Career Center is your “go-to” resource. Bookmark the Career Center and visit often.

Jƒ:Pƒ/:Hfiˇ2ˆT2˘Tfio:fi2/HNfiˇ2ƒ and SEO. Premium and enhanced posts include increased visibility.

On top of posting your job opening, CACM delivers new job posts directly into email inboxes through its monthly Job Watch email fiH:HoMoCPHo ƒ2i:HH2FƒH2 sent to all of CACM’s members.

JOB WATCH MONTHLY EMAILS: Average open rate: 33%; Average click through rate: 7%

POSTING YOUR JOB IS AS EASY AS:

1

2

3

First, you’ll want to create an account in the Career Center, as this is a separate

Please ensure you select your membership type ƒˇ2/P2P:—@iiH to make sure you receive

If, after this, you still need assistance, please feel free to reach out to help@ webscribble.com, and a

website from cacm. org. The pricing structure for members :fi fi this page.

oP2fi:PPH+A.PZ Y : fiH2J:PH feature on the page. Those individuals are ready to assist you with any questions you have in real time.

representative from the company that supports CACM’s Career Center will further assist you in answering your questions and assisting you with your posting.

CAREER S.CAC M.ORG cacm.org | Vision Summer 2022

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CACM’s New Group Retirement Plan Helps Members Satisfy California Statute Did you know that California mandates that companies with 5 or more employees offer an employer-sponsored retirement plan?

Starting this summer, the state will begin to enforce its new retirement plan mandate. Companies can either opt into the state-run plan called CalSavers or offer another retirement plan of their own including a 401(k), 403(b) or SEP/Simple IRA. Companies who fail to comply with the mandate are subject to fees of up to $750 per employee.

As a member-added value, and to offer an alternative in response to this mandate, CACM has launched a Multiple Employer Aggregate 401(k) Program.

This industry leading and changing initiative is now available to all CACM company members including management companies, industry partner companies, or self-managed associations where the management are members.

The basics of this Multiple Employer Aggregate 401(k) Program are simple: any member company can have access

to our retirement plan, offered through a partnership with Lincoln Financial Group.

While CACM endorses the plan, each company can design their own plan with preferred investment allocations, matching contribution, etc.

CACM’s new program ensures members meet this new state requirement. In addition, members who opt for the CACM 401(k) will benefit from reduced administrative work; access to potential pricing and service efficiencies; and relief from many fiduciary obligations.

There is no financial benefit to CACM from this program. It’s our job to make sure we create and offer member-added value and this resource is just that.

Lincoln Financial Group has been in business since 1905, is a recognized leader in the retirement plan space and has group 401(k) program experience dating back to 1995. Surveyed Lincoln plan sponsors rated their overall satisfaction at 90% in 2019, and their award-winning websites help make your experience even easier.

To learn more about the program, go to our dedicated page on our website explaining the program or reach out to the plan’s financial advisor, Glenn Cassidy, Managing Director at Accelerate Retirement, at glenn.cassidy@accelerateretirement.com or call (949) 940-5898.

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Vision Summer 2022 | cacm.org

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cacm.org | Vision Summer 2022

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Take charge of delays in your projects: Set realistic expectations with your boards and plan ahead.

By Hamlet Vazquez, MCAM-HR

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Do you remember the days when contractors were clamoring for work, materials were readily available, and the work force was actually P—2o Hi2/ IH :: H2 i2fi now.

JP:H H H2 fio I fi iH2/2— contractor call me to get the number of H2 iH2/2— PH2PH2 :P : /2PH:PfiP:fiP/ˇ2Ho2)fi needed to refer out a job! This same contractor has lost workers to other contractors paying 2) fi : ˇPfi H /::ƒ Hfi skilled workers who actually want to work.

While his company is still thriving on the jobs he does have, what this means to your association is that you’ve had to adapt to the waiting game. It is not uncommon for me to sit at my desk and look at a long list of projects, all of which are on hold due to the contractor not ƒ— ƒ HH P: ) H fio ˇ2 /2H:) 2 some cases, the months it takes for the city’s permitting department to issue a permit. The

/:2.PHfi.WHfiifi/

Unfortunately, there is no magic formula that will get your projects completed quickly, but there are two simple things that you can do to help manage the delay headache.

First, you need to set the right expectations with your boards and membership. While it can be tempting to report that such and such project will be done by the end of summer, ask yourself if you are being realistic. Remember that even during ‘normal’ times contractors tend to over-promise, so be careful when communicating a completion date to your boards and membership.

If you expect that a project will be completed by the end of summer, maybe it’s better to tell the board that the project will be completed by the end of the year. I know that can sound extreme, but what’s the worst that can /// T /2PH : P/Hfi ƒo H fi of summer as the contractor had indicated,

ame

Have frank discussions with your contractors, so you can have a realistic sense of how long parts will take and what their staffing looks like.

and the board is happy that it was completed “early!”

Alternately, if the project doesn’t get completed until December, then the expectations that you’ve communicated are still met! Never underestimate the power of exceeding or even simply meeting expectations and the potential stain on your reputation if you constantly fail to deliver “on time!”

The second thing you can do is simply to plan ahead. Every manager should become very familiar with the reserve studies of their respective association or associations. In particular, look for items that have 1-2 years left ˇ P:ˇP ˇ @HHD TLo2 P:ˇP ˇ H: :Pfiƒfiƒoi.A Is there an air handler or water pump with 1-2 o2:ˇˇˇH/PY ƒHH2:H2H/—i since it may take a year to even get the parts! If oP JJ2 —fi —L2: @2 J ˇ

oP JZHA) oP P — iH iPfi happen if, all of a sudden, domestic water no —2 2P: /:H H ˘H 2 ˆTL:H2o high rise.

No amount of expectation setting will help you there. Have frank discussions with your contractors, so you can have a realistic sense of i—/2H:iHfiiHH2:Hˇ— looks like. Give yourself enough time to secure proposals, get them approved, and engage the contractor with enough time to have the work completed no later than before the end of the useful life of what you’re trying to replace.

Realistically, you are looking at 1-2 years for some of these projects to get completed, so you better start planning now.

At the end of the day, if you have planned ahead, way ahead, and communicated realistic expectations to your boards and membership, there’s no reason why you can’t come out of this looking like the great manager that you really are. Now, to reviewing that reserve study!

Hamlet Vazquez, MCAM-HR, is the General Manager with Action Property Management, Inc., ACMC in Long Beach.

cacm.org | Vision Summer 2022

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N E W D E V E L O P M E N T I N N O RT H E R N C A L I F O R N I A

HOW IS IT IMPACTING MARKET TRENDS?

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There are more than 18,990 communities in NorCal with a 1.5% increase from 2020 to 2021.

Building new community associations continued during the COVID-19 pandemic. The industry would need to add 150+ new managers across the state just to handle the new communities and additionally, replace the managers who retire, leave the industry, or move out of state.

AS A RESULT, THERE ARE FEWER MANAGERS TO HANDLE MORE ASSOCIATIONS. WHAT TRENDS ARE OCCURRING? Management companies are “shedding PH:Ii2fiˇPPH)Po challenged, or low paying. This is hurting smaller associations with less resources to pay for professional services and fewer companies willing to provide services. Where do they go ˇ2/2ˇ:::::HP/ E/o2:2HP2—HH2H:Hˇ— solutions seeking to hire staff to work remotely from other regions and even other countries.

Support staff are taking on more responsibilities so managers can concentrate on serving their boards. Specialist positions iH2::P2P2i)ƒPfi—H preparation, client onboarding by senior management, board orientations, etc. are being created.

Attracting and retaining managers is more crucial than ever. In a 2021 study performed by the Foundation For Community Association Research, the top three reasons listed for —2:J—2fi2fiH2PH2: about the community association industry are: • A toxic work environment • An unpleasant company culture • Unreasonable demands from board members and homeowners Other sources of job dissatisfaction were poor ƒH:)Pˇ//2HPHoˇ2fiJPH) not covering costs for professional fiJ/H@PPfi—fiPPHPP2:: fiP2fiH:A)fiPˇfi:H2HJ support.

policies set by the association’s board and oversee a community’s daily operations.

Managers list the following as main contributors to job satisfaction: • Problem solving • Variety of work life • Helping people AS AN INDUSTRY WE NEED TO IMPROVE BOTH BENEFITS AND PAY P22o2:i2—H2:P proactively aid in retaining and attracting talent include reducing the workload by: • • • •

Encouraging online meetings Rebalancing portfolios Hiring additional support staff Limiting number of monthly meetings/night meetings

Firms are shedding clients who are low paying, but some still feel the need to offer bargain basement pricing. We need a conscious mental shift to understand our intrinsic ƒHHPPH:)H:H/Pfi2PPHH— P2:J:)P2/2H:)fiPHHo)ƒƒ to pay the wages required to retain staff by discontinuing underbidding contracts.

Offering bargain basement pricing just to get a contract is now passe. Assess accurately the widget we all sell, which is time. With the :Hˇ—:2H—:P2fiP:H2o:ˇP—fi P2H2PJP:/2ˇ:::)2:Pˇˇ2fi to be more selective in accepting new communities as clients and set the right, not the lowest, price for services, but they must still provide the service for client retention.

ATTRACTING AND RETAINING MANAGERS IS MORE CRUCIAL THAN EVER According to the same study, candidates’ top three reasons cited for job satisfaction include: • HH2PHJ A ƒH:/P— • Professional development • Remote work options Most managers also like having multiple responsibilities when they carry out the

Caroline McCormick, CAMEx, CCAM , is the Internal Auditor of Client Services for OMNI Community Management LLC, ACMCand has een certi ed t ro g CACM since

Caroline McCormick, CAMEx, CCAM, is the Internal Auditor of Client Services for OMNI Community Management LLC, ACMC and has ƒ§2HłfiH2P—CACM:§F

cacm.org | Vision Summer 2022

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serving your communities

New Industry Partner Members CACM members further their success in the industry and benefit by partnering with colleagues to share new ideas and best practices. Join us in welcoming these new members ˇ 2 H ˇ 2:H 1P2H2 ˇ [J P2o d M2§ F\

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Anaheim | (714) 575-1189

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Plantation, Florida | (954) 329-1406

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EARLY

More than 30 days prior to event

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REGULAR

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ALKQIN W

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30 days prior to event

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Bad Rep OUR INDUSTRY’ S

LET’S WORK TOGETHER TO CHANGE REALITIES AND PERCEPTIONS OF THE HOA INDUSTRY.

By Todd Greisen, CCAM

Let’s face it. Often times, the public view of HOAs is not good. When meeting :ˇ2H2:HH)IZ:H::HHH:2iHIfiˇ2 J—F—HOA./H T :iZH:ooH—.S2:/fi with a smirk. Worst case, they take it as an opportunity to rant about how they’re mistreated by the association where they own a home.

I know of realtors who, as a standing rule, will not sell a property or represent a buyer where an HOA is involved. I’ve driven by developments under construction with a sales banner posted “NO HOA.” There are also vendors who refuse to work with associations.

WHAT DO THESE THINGS SAY ABOUT OUR INDUSTRY? We’re tarnished, and perception is sometimes reality. There are HOAs that abuse or under-perform, when it comes to the powers and obligations given to them in the association’s documents. Even abbreviating them as we all do, CC&Rs, can take away from their value. Truly, they are Covenants, Conditions & Restrictions for good reason FPi2fiJ—:—PP. Ho W 2 overarching laws are under-valued or abused, our industry is impacted negatively.

But at the same, perception also outlives reality. Real change takes time. We, as managers and board members, can and should do our part to make changes that ultimately affect the perception of HOAs. Being a member of CACM or other industry organizations helps maintain and improve our professional image, but what else Pifi/

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START WITH THE FOUNDATION Managers and boards have unique roles and motivations. Managers get paid, hopefully well, because of the excellent service provided HHPPHo@:AHHi:2J.DoP :H2Jˇ2nPPHHoPfi/B2fi members volunteer, because they are owner/ stakeholders, hopefully in a way that is not self-serving but for the community as a whole.

Both roles require accountability and ethical behavior. From a CC&R perspective:

A COVENANT IS A PROMISE. DoP/H/DoP2HP2i2 phone calls and emails in a timely 2/DoPfiJfi2:HH2 /2::fi/oP2:HH/

A CONDITION STATES A RESPONSIBILITY. Do you do what’s expected and when it’s n/PHfi/ H W —2::—: unmowed for a month, is that on the HOZ: A PP:H2Hi2Z:/

A RESTRICTION LIMITS WHAT YOU CAN OR CAN’T DO. Are you abusing given limits of power and PH2/T:ƒP::2:HˇHH cause of the industry’s tarnished reputation.

If you answered all these honestly and /:HJo@o:)o:¸A)—2H+T:2H objective minimums for managers and board members. But, the black & white of CC&Rs are only the foundation of solid HOA leadership.

BETWEEN LINES OF FACTS ARE FEELINGS. An owner who doesn’t agree with a rule won’t ƒˇPo:H:fiiHHˇPHH document. They will leave the meeting or hang up the phone still angry. Residual anger turns into resentment and will only feed the ˇP2fiP:H2oZ:2/PHH.IHiƒ vented with other disgruntled neighbors, keyed with all caps on social media, and PHPHˇ—ˇoFHHHO:A are evil.

When quoted, CC&Rs can provide individual answers but do not always change perceptions. Emotionally-charged situations sometimes color the rationality of rules and contracts. Feelings are subjective and a gray area for HOA leadership and management.

COLOR GRAY AREAS WITH SOLUTIONS. Acknowledge emotions being expressed.

Owners want to be understood just as much as you do. Seek solutions that address the emotions. Can the owner still abide by the 2PiHH2HJHH:Hfiˇ P/PfiiH:ˇHi2/IJH HH/2Jfi/::ƒ:PHHHH: within the need of CC&R compliance.

Set a personal goal to end every disagreement with the minimum of a stalemate. If a solution doesn’t present itself immediately, ask for time to give the problem some thought. Have an executive session to brainstorm solutions. Unlike dismissing an argument with simple facts, this sends a message that you’re taking the concern seriously. It also provides a future opportunity for reasonable and calm conversation.

Become the person you’d like to have leading your community, and have the reputation that you admire in others. Make a difference in the HOA industry!

Knowing the rule and understanding its value gives you the ability to explain why it’s in the CC&Rs. Additional understanding P:iHi—HƒH: for all community owners to abide by it. It’s “Sales 101.”

P/ƒPo@2—2Aƒ:fi H:2:H.FPH:2 secondary, serving to rationalize the emotional decision to buy or agree. Do you sell compliance, or P:H2—PH/

Todd Greisen, CCAM, is the General Manager of Contra Loma Estates in Antioch, California.

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Innovation in Board Education

By Andrew Hay, CAMEx, CCAM-ND.PM

Do you know what qualifications/education level a person must have to serve on their HOA board? If you said zip, zero, nada, nothing, or anything similar, you would be right. In fact, current board members and management most often are recruiting volunteers due to apathy and probably undersell it just to make sure they find a committed person.

It is a combination of both lack of interest and no requirement for qualification that contributes to why our client board members generally have no idea how to fulfill their duties on the board.

This ensures the training stays relevant while not becoming repetitive. At whatever frequency, it is a best practice to keep this type of training generic, meaning not specific to a community. This allows efficiency as you can invite all your clients and the subject matter is relevant for everyone.

One positive that came out of the pandemic is that people are much more accepting of virtual training sessions, which can also be recorded and used in between training sessions and as marketing materials when soliciting new clients.

Lyndon B. Johnson once said, “Education is not a problem. Education is an opportunity.” This couldn’t be truer for HOA board members. In fact, lack of education causes many problems for not only community association managers and management companies but also for the communities themselves, service providers, and the entire industry.

As people learn in different ways, consider putting together a coursebook with details covered in the training. This way you can cover more topics in the training, but the board won’t feel the pressure to retain everything, because they will have a quick reference guide to what was covered.

This article will discuss traditional and innovative ways managers and management companies can educate their board.

EDUCATIONAL PROGRAMS

TRAINING & HOW TO APPROACH One of the most effective and traditional ways to educate a board is to hold training sessions regularly. Many management companies offer training for their client boards annually, some as often as monthly. We have found the most effective frequency is quarterly.

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Encourage your clients to budget for board education. There are many resources that board members can access that don’t have to be generated or facilitated by your company or staff.

ECHO (Educational Community for HOA Homeowners) holds many events throughout the year including online webinars, in person luncheons, and an annual seminar.

Boardlineacademy.com offers many online

training options for both association board members and management companies in easy to find, and use videos, webinars, etc.

There are also many free education topics put out by the wonderful industry service providers by way of podcasts, white papers, newsletters, etc. Keep an eye out and take the time to put a relevant article or link into a board packet to provide your client with a resource and education on the topic.

TEACHING FROM EXPERIENCE Adult learning varies significantly compared to children, and one major way adults learn is through experience. It is important when you are training board members that you draw on the experiences they have in being a part of their community and use your experiences from managing other clients to share best practices, pitfalls, common issues, and challenges to have more meaningful and successful training sessions.

One easy way to do this is to follow up with your board members a day or two after every board meeting to point out things that they did well in the meeting and areas where they could improve.

Examples of items they did well could include agenda items that they were able to decide upon quickly or ways they reacted (or didn’t react) to member comments. It is always a good

“Education is not a problem.

Education is an opportunity.”

Lyndon B. Johnson

idea to follow up with your board members quickly after a tough or long meeting to both encourage them that they are doing the right thing and to constructively provide education on ways to not have that unpleasant meeting again.

Some examples include: • How to better control the member comment period • How to call a vote when conversation becomes circular/ repetitive • How to make a proper motion

FUTURE PROOFING Never forget, today’s homeowner is tomorrow’s board member. Consider offering training courses for entire communities with a focus on HOA governance and structure. Unlike the board member training referenced earlier, this is best done specifically by community.

This is a great time to get to know members of the community outside of a formal board meeting and to incorporate specific nuances about a particular community, who maintains what, common violations, arch review process, etc. And don’t forget general topics like board structure, communication, elections, and why the association isn’t the source for all the community’s issues/concerns.

Whatever the method(s) used to educate board members, we must be diligent in continuing to offer information and resources at every opportunity. It is easy to forget that board members are volunteers and serving their community is just a small fraction (some larger than others) of their lives.

Whether using formal training materials/ platforms or sharing information based on experience, the more touch points you have to educate your clients translates to more efficient management with less hurdles and faster decision making.

Andrew Hay, CAMEx, CCAM-ND.PM , k k k k k o

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How the Pandemic Affected Our Roads THE UNEXPECTED CORRELATION

By Dan Fernandez

When the pandemic forced businesses and people to conduct a majority of their business indoors, the world and people had to adapt.

Businesses had to rethink their practices, :H/PH—ˇPHHfiP)fi//fi Hfiiio:HJH2J:ˇ2:fi their homes.

As a direct result, it is estimated that the pandemic added billions to ecommerce sales in 2020 and 2021 as people sat at their computer to order groceries, clothing, electronics, and even pet supplies. As online shopping increased, the inevitable rise in fiJ2oH2PPH2ˇP2:fiH2fi:fi lots did as well. The huge, loud, and almost constant convoy has negatively impacted our roads and parking lots.

Residential roadways and commercial parking lots were not designed for the seemingly never-ending deliveries currently rumbling around our communities. The recent onslaught of delivery trucks is adversely affecting residential neighborhoods, HOAs, condo associations, multi-family apartment

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sealcoating is recommended. A good quality sealcoat provides much needed protection to H:/Hfi2:H2::HnƒHoHoP2 /JH.S—:/HJ2oH2HJ years will minimize cracking while heavier vehicles continue to drive over it.

Proactively protect your investment by working closely with your pavement specialist.

Keep an eye out for early signs of water intrusion, softening of subbase, and oxidation of pavement before it is too late.

Early damage can be prevented or reduced by keeping the asphalt clear of debris, which can be abrasive and wear down the surface. Oil and other types of chemical spills increase surface deterioration. Cleaning and street sweeping should be performed as a part of regular maintenance.

RESIDENTIAL ROADWAYS AND COMMERCIAL PARKING LOTS WERE NOT DESIGNED FOR THE SEEMINGLY NEVER-ENDING DELIVERIES CURRENTLY RUMBLING AROUND OUR COMMUNITIES.

complexes, and commercial parking lots, which were built and maintained for personal JP:FHPHLHH2PP:fifiiH packages.

Engineers estimate that a truck weighing the H2:HHnPˇ¨T)T/Pfi: T @ˇPo fifiAfi:fi—H—io1PJH to 5,000 passenger cars. It follows that those same trucks cause even more damage to :P2ˇP:HfiiHPP—H2H2ˇP in mind.

Plan early and schedule the maintenance fiˇ:PH::F:/2—22o summer. Don’t wait! If regular maintenance is neglected, you may face more expensive repairs or even irreparable damage down the quickly crumbling road.

Schedule an inspection with an expert to learn what can be done to stall the deterioration being caused by the trucks you see passing every single day. As the world slowly settles into a new normal, online shopping and the inevitable delivery trucks show no sign of slowing down, so stop the wear and tear before it stops you.

Unfortunately, it is no longer unusual to spot even freight trucks beyond their designated fiJ2o2PH:)iPi2ƒPH:/PPo ˇ2JoLfiPHoH2ˇP.R:fiH2fi:fi /2—H:2ˇ—H/2::P2FH2o.

The pavement’s life can be extended by developing a maintenance and repair strategy, beginning with yearly inspections. Asphalt is a nƒ:P2ˇPHHƒP:nfiNfifi brittle by exposure to the sun, making it susceptible to cracks under pressure.

LH—JoH2ˇP::PoH: new online world so, more than ever,

Dan Fernandez is the Director of Business Development for TARC Construction, which serves Northern and Central California. He has worked HCIDfiP:H2oˇ2Vo2:F

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Course Calendar

upcoming courses

BASICS OF ASSOCIATION MANAGEMENT

EXPLAINING FINANCIAL STATEMENTS Zoom Session 1 of 3 July 7 9:00 AM - 11:00 AM

FIN220

Session 2 of 3 July 21 9:00 AM - 11:00 AM

Session 1 of 3 July 14 9:00 AM - 11:00 AM

LARGE SCALE COMMUNITY MANAGEMENT Zoom Session 1 of 6 July 12 1:00 PM - 3:30 PM

SPC410

Session 4 of 6 July 20 1:00 PM - 3:30 PM

Session 2 of 6 July 13 1:00 PM - 3:30 PM

Session 5 of 6 July 26 1:00 PM - 3:30 PM

Session 3 of 6 July 19 1:00 PM - 3:30 PM

Session 6 of 6 July 27 1:00 PM - 3:30 PM

CONFLICT RESOLUTION FOR COMMUNITY MANAGERS Zoom Session 1 of 2 July 26 9:00 AM - 11:00 AM

CMM220

Session 2 of 2 July 27 9:00 AM - 11:00 AM

Session 1 of 2 July 28 9:00 AM - 11:00 AM

Zoom

Zoom

CMM130

Session 2 of 2 July 28 1:00 PM - 3:00 PM

Session 5 of 8 CMM102 August 15 1:00 PM - 3:00 PM

Session 1 of 2 August 11 9:00 AM - 11:00 AM

Session 2 of 8 CMM101 August 5 9:00 AM - 11:00 AM

Session 6 of 8 CMM102 August 19 9:00 AM - 11:00 AM

ENHANCE YOUR PROFESSIONAL PRESENCE

Session 3 of 8 CMM101 August 8 1:00 PM - 3:00 PM

Session 7 of 8 CMM102 August 22 1:00 PM - 3:00 PM

Session 4 of 8 CMM101 August 12 9:00 AM - 11:00 AM

Session 8 of 8 CMM102 August 26 9:00 AM - 11:00 AM

Zoom Session 1 of 2 August 16 1:00 PM - 3:00 PM

CMM200

Session 2 of 2 August 17 1:00 PM - 3:00 PM

INSURANCE PRINCIPLES INS200

One session only August 18 9:00 AM - 12:00 PM

CALIFORNIA LAW SERIES Zoom

Session 1 of 8 CMM121 August 2 9:00 AM - 11:00 AM

Session 5 of 8 CMM123 August 16 9:00 AM - 11:00 AM

Session 2 of 8 CMM121 August 3 9:00 AM - 11:00 AM

Session 6 of 8 CMM123 August 17 9:00 AM - 11:00 AM

Session 3 of 8 CMM122 August 9 9:00 AM - 11:00 AM

Session 7 of 8 CMM124 August 23 9:00 AM - 11:00 AM

Session 4 of 8 CMM122 August 10 9:00 AM - 11:00 AM

Session 8 of 8 CMM124 August 24 9:00 AM - 11:00 AM

Zoom

Session 1 of 2 August 9 1:00 PM - 3:00 PM

STRATEGIC FINANCIAL PLANNING Zoom Session 1 of 2 August 23 1:00 PM - 3:00 PM

FIN320

Session 2 of 2 August 24 1:00 PM - 3:00 PM

ETHICS MASTERY Zoom Session 1 of 2 August 25 9:00 AM - 11:00 AM

LDR550

Session 2 of 2 August 25 1:00 PM - 3:00 PM

EFFECTIVE MEETINGS & ELECTION TOOLS Zoom FIN200

One session only August 4 9:00 AM - 12:00 PM

Zoom

Vision Summer 2022 | cacm.org

Session 2 of 2 August 11 1:00 PM - 3:00 PM

Zoom

BUDGETING

54

LDR500

Session 1 of 8 CMM101 August 1 1:00 PM - 3:00 PM

RESERVES WHAT, WHY, HOW

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS Zoom

ADVANCED ETHICS: LEADERSHIP & DECISION MAKING

FIN300

Session 2 of 2 August 10 1:00 PM - 3:00 PM

Session 1 of 2 August 30 9:00 AM - 11:00 AM

BDA220

Session 2 of 2 August 31 9:00 AM - 11:00 AM

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS Zoom Session 1 of 2 September 1 9:00 AM - 11:00 AM

CMM130

Session 2 of 2 September 1 1:00 PM - 3:00 PM

CACM’s Education and Credentialing Team has transitioned all educational courses to Zoom through the end of the year. Please contact a member of the Education team for further details and schedule.

CALIFORNIA LAW SERIES

HUMAN RESOURCE MANAGEMENT Zoom

Zoom

Session 1 of 8 CMM121 September 6 9:00 AM - 11:00 AM

Session 5 of 8 CMM123 September 13 9:00 AM - 11:00 AM

Session 2 of 8 CMM121 September 7 9:00 AM - 11:00 AM

Session 6 of 8 CMM123 September 14 9:00 AM - 11:00 AM

Session 3 of 8 CMM122 September 8 9:00 AM - 11:00 AM

Session 7 of 8 CMM124 September 15 9:00 AM - 11:00 AM

Session 4 of 8 CMM122 September 9 9:00 AM - 11:00 AM

Session 8 of 8 CMM124 September 16 9:00 AM - 11:00 AM

Session 1 of 3 October 13 9:00 AM - 12:00 PM

LDR400

Session 2 of 3 October 27 9:00 AM - 12:00 PM

Session 1 of 3 October 20 9:00 AM - 12:00 PM

ASSESSMENT COLLECTIONS Zoom Session 1 of 2 October 25 9:00 AM - 11:00 AM

FIN210

Session 2 of 2 October 26 9:00 AM - 11:00 AM

RISK MANAGEMENT Zoom Session 1 of 2 November 1 9:00 AM - 12:00 PM

FUNDAMENTALS OF EFFECTIVE GOVERNANCE Zoom Session 1 of 2 September 20 1:00 PM - 3:00 PM

BDA300

Session 2 of 2 September 21 1:00 PM - 3:00 PM

ADVANCED INSURANCE PRINCIPLES Zoom

INS300

One session only September 21 9:00 AM - 12:00 PM

INS400

Session 2 of 2 November 2 9:00 AM - 12:00 PM

CONFLICT RESOLUTION FOR COMMUNITY MANAGERS Zoom Session 1 of 2 November 1 1:00 PM - 3:00 PM

CMM220

Session 2 of 2 November 2 1:00 PM - 3:00 PM

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS Zoom

BASICS OF ASSOCIATION MANAGEMENT Zoom

Session 1 of 8 CMM101 September 27 9:00 AM - 11:00 AM

Session 5 of 8 CMM102 October 11 9:00 AM - 11:00 AM

Session 2 of 8 CMM101 September 28 9:00 AM - 11:00 AM

Session 6 of 8 CMM102 October 12 9:00 AM - 11:00 AM

Session 3 of 8 CMM101 October 4 9:00 AM - 11:00 AM

Session 7 of 8 CMM102 October 18 9:00 AM - 11:00 AM

Session 4 of 8 CMM101 October 5 9:00 AM - 11:00 AM

Session 8 of 8 CMM102 October 19 9:00 AM - 11:00 AM

Session 1 of 2 November 3 9:00 AM - 11:00 AM

CALIFORNIA LAW SERIES Zoom

Session 1 of 8 CMM121 November 8 9:00 AM - 11:00 AM

Session 5 of 8 CMM123 November 29 9:00 AM - 11:00 AM

Session 2 of 8 CMM121 November 9 9:00 AM - 11:00 AM

Session 6 of 8 CMM123 November 30 9:00 AM - 11:00 AM

Session 3 of 8 CMM122 November 15 9:00 AM - 11:00 AM

Session 7 of 8 CMM124 December 6 9:00 AM - 11:00 AM

Session 4 of 8 CMM122 November 16 9:00 AM - 11:00 AM

Session 8 of 8 CMM124 December 7 9:00 AM - 1:00 PM

EXPLAINING FINANCIAL STATEMENTS Zoom Session 1 of 3 November 29 1:00 PM - 3:00 PM

FIN220

Session 2 of 3 December 13 1:00 PM - 3:00 PM

Session 1 of 3 December 6 1:00 PM - 3:00 PM

ADVANCED ETHICS: LEADERSHIP & DECISION MAKING Zoom

CMM130

Session 2 of 2 November 3 1:00 PM - 3:00 PM

Session 1 of 2 December 1 9:00 AM - 11:00 AM

LDR500

Session 2 of 2 December 1 1:00 PM - 3:00 PM

ETHICS MASTERY Zoom

BASICS OF ASSOCIATION MANAGEMENT Zoom

Session 1 of 8 CMM101 November 7 1:00 PM - 3:00 PM

Session 5 of 8 CMM102 November 14 1:00 PM - 3:00 PM

Session 2 of 8 CMM101 November 8 1:00 PM - 3:00 PM

Session 6 of 8 CMM102 November 15 1:00 PM - 3:00 PM

Session 3 of 8 CMM101 November 9 1:00 PM - 3:00 PM

Session 7 of 8 CMM102 November 16 1:00 PM - 3:00 PM

Session 4 of 8 CMM101 November 10 1:00 PM - 3:00 PM

Session 8 of 8 CMM102 November 17 1:00 PM - 3:00 PM

Session 1 of 2 December 8 9:00 AM - 11:00 AM

LDR550

Session 2 of 2 December 8 1:00 PM - 3:00 PM

ENHANCE YOUR PROFESSIONAL PRESENCE Zoom Session 1 of 2 December 13 9:00 AM - 11:00 AM

CMM200

Session 2 of 2 December 14 9:00 AM - 11:00 AM

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS Zoom Session 1 of 2 December 15 9:00 AM - 11:00 AM

CMM130

Session 2 of 2 December 15 1:00 PM - 3:00 PM

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T oP H P2 :/ :2: ˇ2 H ˇ 2:H 1P2H2 ˇ [J P2o d M2§ \ ˇ2 H 2 generous contributions. The next time you encounter a CACM Sponsor, please join us in acknowledging the work and generosity of these supportive members.

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IQV Construction & Roofing The Judge Law Firm Kelly-Moore Paint Co., Inc. Leading Edge Construction Services, Inc. LiftMaster The Miller Law Firm Motus Earthquake Insurance Services, LLC Murrish Maintenance Construction Services, Inc. The Naumann Law Firm, PC Park West Landscape Management Professional Community Management - An Associa Company R&S Overhead Garage Doors, Inc. R.E. Broocker Co., Inc. Recon 360, LLC Reliant Construction Management, LLC Roseman Law, APC SAX Insurance Agency The Secret Ballot SECURITAS Security Services USA, Inc. Sherwin Williams Signature Services Statcomm Inc TARC Construction, Inc. Tinnelly Law Group Velocity Construction Services, Inc. VendorSmart

Fontaine Weatherproofing, Inc. Gordian Staffing Greenfield Fence, Inc. Heritage Bank of Commerce Hughes Gill Cochrane Tinetti, P.C.

Westcoat Specialty Coating Systems Yardi Breeze

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