Community Contact | Winter 2020

Community

Winter 2021

CONTACT A Resource For Homeowners Associations, Condominiums, Townhomes, and Cooperatives

FEATURING: Trips for Tree Planting Protecting Your Community Assets from the Cold CAI National Articles: Rules

www.dfwcai.org

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Community

CONTACT Sponsors Page 6 TreeNewal’s Tips for Tree Planting 11 Sporting Clays Picture Spread 14

Protecting Your Community Assets from the Cold 20 Ambassotors of Fund Picture Spread 21 CAI Articles: Rules 22 Annual Golf Tournament Picture Spread 26 2021 Annual PMDP Course Schedule 30 CAI National News 32 Membership Report 33

Community Associations Institute is a national, non-profit, membership organization dedicated to the successful creation and operation of community associations. The Dallas/Fort Worth Chapter was established in 1980 to provide support for the North Texas area. Community Contact is published by the Dallas/Fort Worth Chapter of Community Associations Institute and is issued with the understanding that the publisher is not engaged in rendering financial, legal, accounting or other professional services, or be construed as a recommendation for any course of action regarding financial, legal, accounting or other professional services by Community Contact or its authors or advertisers. The services of a competent professional should be sought where professional services are required. The articles appearing in Community Contact do not necessarily reflect the opinion of CAI or the DFW Chapter, and acceptance of advertising does not constitute an endorsement of the products or services.

All contents of Community Contact are protected by copyright. Reproduction in whole or in part without written permission is expressly prohibited. AAMC, AMS, and PCAM are registered trademarks of Community Associations Institute. CMCA is a registered trademark of the Community Association Managers International Certification Board. Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Use of a term in this publication should not be regarded as affecting the validity of any trademark or service mark.

BOARD OF DIRECTORS Kevin Cavanaugh Cavanaugh & Company, PLLC kcavanaugh@cavanaughcpas.com Clayton Hearn Roberts Markel Weinberg Butler Hailey PC chearn@rmwbhlaw.com Chris Broach, CMCA, AMS, PCAM SBB Management Company c.broach@sbbmanagement.com Anne Bernhardt Park Towers Condominium Association anneb972@gmail.com Diana R. Larson, AMS, PCAM Assured Association Management, Inc. dlarson@assuredmanagement.com Bruce Crawford, AMS, PCAM Insight Association Management Company bcrawford@insightam.com Olivia Hurtado, CMCA CIT olivia.hurtado@cit.com Mark Norton Insight Association Management Company mnorton@insightam.com Wendy Hazelwood Alliance Association Bank whazelwood@allianceassociationbank.com Joe Veach Globus Management Group jveach@globusmanage.com

MANAGEMENT James Nicholson, Chapter Executive Director DFW Community Associations Institute 14070 Proton Road, Suite 100 Dallas, TX 75244-3601 (972) 246-3540 www.dfwcai.org office@dfwcai.org

2021 DFW CAI Chapter President Clayton Hearn To all of our members and anyone considering joining the Chapter, welcome to 2021. I hope everyone is hanging in there during these challenging times, as we begin the new year in CAI with the pandemic still impacting our lives and our industry. We also have a legislative session underway and we are all hoping that this is a good session for our industry.

Around the time you receive this issue of Community Contact, you will hopefully be joining us for the monthly webinar, which will feature David Brown of Zonda (formerly Metrostudy) for “An Economic Snapshot of the DFW Home Market,” which has historically been one of the best attended presentations our Chapter has each year. This webinar takes the place of our usual in-person luncheons, however, we are planning to get back to live presentations as early as March, with some changes to address the current pandemic. There won’t be hugs and handshakes and we’ll be talking to each other through masks, with some of us donning a double mask, but it will be fun for those who feel safe attending in person and who are able to make it.

Although we are not able to have as many in-person events, the various committees and Chapter staff are working to make sure we have a successful and productive year. I appreciate the opportunity to serve as your Chapter President for 2021, and on behalf of the Board of Directors and staff, I thank you all for your involvement in our Chapter and our great industry. Together, we can make 2021 a great year for the Chapter.

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THANK YOU TO OUR 2020 ANNUAL SUPER SPONSORS!

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Diamond Sponsors

CCMC, AAMC RTI/Community Management Associates, Inc. “CMA”, AAMC Insight Association Management, AAMC McKenzie Rhody, LLP Neighborhood Management, Inc., AAMC Roberts Markel Weinberg Butler Hailey, PC Southern Botanical Texas Disaster Restoration Texas Security Bank Worth Ross Management Company, AAMC

Platinum Sponsors

ACME Roof Systems, Inc. Alliance Association Bank Blackmon Mooring / BMS CAT Brightview Landscape Services Carpenter Hazlewood Degado & Bolen CIT Five Star Pools Globus Management Group Kerrane Storz, PC Kilowatt Partners Robert's Pool Service Scarbrough, Medlin & Associates SOLitude Lake Management Timothy, DeVolt & Company, P.C.

Gold Sponsors

BB&T Association Services Davis-Dyer-Max, Inc. Henry Oddo Austin & Fletcher, P.C. Masix Construction RealManage RESCON Yellowstone Landscape Services

Silver Sponsors

Advanced Association Management Bob Owens Electric Co., Inc. Excel Association Management, Inc., AAMC Pavecon, Ltd. Riddle & Williams, PC Union Bank

Bronze Sponsors

Allegra Marketing Print Mail Canady & Canady, PC Cavanaugh & Company, PLLC Classic Property Management, AAMC Kraftsman Playground and Park Equipment Master Systems Courts SBSA, Inc.

Education Sponsor

Randolph-Brooks Federal Credit Union

This “Deep In The Heart of Texas” logo recognizes our Business Partners who are apart of all four CAI Texas Chapters.

2020 DFW CAI COMMITTEES Ambassadors of Fun

Committee Chair: Montana Hantes

Community Affairs

Committee Chair: Wendy Hazlewood

Expo

High Rise Managers Forum

Committee Co-Chairs: Kathy Epperson, PCAM and Matt Kopchak, PCAM

Magazine

Committee Chair: Betty Crudden, CMCA, AMS, PCAM

Committee Co-Chairs: Betty Clarady and Robin Anderson

Membership

Gala Committee

Programming

Golf Tournament

Sporting Clays Committee

Chair: Mark Norton, AMS, PCAM

Committee Chair: Jeff Higgins

Committee Chair: Cindy Martin, CMCA, AMS, PCAM

Committee Chair: Ruth McLaughlin, CMCA, AMS

Co-Chairs: Wendy Hazelwood, CMCA & Alicia Speer

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TreeNewal’s Tips for Tree Planting We can all agree that 2020 was a strange year, but something exciting happened in 2020 that hasn’t happened in a while. People went outside.

People spent more time in their backyards, whether it was just to get out of the house for a while, or maybe it was to host an outdoor birthday party or a small, open-air wedding. When we were all stuck at home, suddenly our yards, our gardens, and, yes, our trees became very important. Perhaps you’re one of those people who spent some extra time in your yard last year. Maybe you realized that your yard could use a little TLC. If one of the projects you’ve decided to undertake in 2021 is to plant a new tree, congratulations! You’ve taken your first step on a journey that will have countless benefits for you, your neighborhood, your city, and the world. Thank you for your commitment to bettering our home. Here are some tips that we hope will make your journey a little smoother.

When: Knowing when to plant a tree Ideally, the best time to plant a new tree is when they’re dormant. Now until mid-March is a great time. In Texas, where we have hot, dry summers, it’s best to give young trees as much time as possible to adjust to their new environment before the sweltering temperatures hit. Trees experience what we call “transplant shock” when planted, so you want to give your new trees plenty of opportunities to establish themselves and grow their roots into the soil before the big task of leafing out in the spring.

Where: Choosing the right location When choosing where to plant your new tree, you need to consider a few things. You’ll need to pick a spot with the right soil conditions.

Examine the soil to check the quality and determine if the soil needs to be amended. Other things to consider are the drainage, the exposure, and the space constraints. Some Texas trees grow quite large, so make sure you’re choosing a suitable tree for the space you have available. Be mindful of buildings. Whatever the expected width of the tree’s crown, cut that number in half and that’s how far you should plant your tree away from any buildings. And finally, find out where underground utility lines and pipes are located and avoid them while digging.

Consider how tall your tree will grow to be as well, and look out for overhead utility and power lines.

What: Selecting a high-quality tree When you go to the nursery to select your new tree, there are a few things you should look for to ensure that you’re buying the best tree available. First, look for a tree with a strong form and firmly attached, evenly spaced branches. Avoid low-quality trees that have multiple stems or branches that grow into each other. Second, check the trunk and branches for wounds or damage due to rough handling or incorrect pruning. Third, check the roots. Healthy roots are vital to the overall health of your new tree, so avoid saplings with roots that appear limited, crushed, or wrapped around the outside of an undersized root ball or container.

How: Planting your new tree Give your tree the best possible start by using these techniques when planting. The first thing you need to do is identify the tree’s trunk flare, which is where the trunk expands at the tree’s base. The trunk flare should be peaking out of the soil, so the hole you dig should be two to 11 • CONTACT, FALL 2020

three times as wide as the root ball of your sapling, but just deep enough that the trunk flare will be partially visible once planted. After you place the tree in the hole, ensure that it’s straight before backfilling. Stabilize the tree by packing dirt around the root ball and then remove any wrapping, string, or wire. Continue to backfill the hole gently but firmly. You want to avoid creating air pockets in the soil, which could dry out the roots, so use water to settle the soil around the root ball. Don’t fertilize the soil during planting, but do mulch once the hole is sufficiently backfilled.

When mulching, spread a layer of organic matter on top of the soil, starting a few inches away from the trunk flare. The layer of mulch only needs to be two to four inches thick. Anything more than that could cause issues with moisture and oxygen levels in the soil.

Continued care: Proper watering Young trees need a lot of water to kick start a healthy life. Once your tree is planted, keep the soil moist but not water-logged. As a general rule – depending upon site location, soil type, drainage, and rainfall – a tree should get five to ten gallons of water per week per caliper inch. To determine the caliper inch, measure the diameter of the trunk six inches from the ground. In spring, fall, and winter, provide five gallons of water per caliper inch. During summer, increase the amount of supplemental watering to ten gallons per caliper inch. Water your trees twice a week to give the soil time to dry between watering. We suggest every Monday and Thursday. During a week of heavy rainfall, skip the supplemental watering. Be wary of water sitting at the base of the planting hole and water-logged soil. Over-watering can kill a newly planted tree.

Continued care: Proper maintenance Aside from a supplemental watering routine, there are other maintenance practices that are vital to the continued health and growth of a young tree. After a few years of establishment, young trees need to be pruned and trimmed for the development of correct structure during their juvenile stage of approximately 10 years. However, this needs to be done in a very particular way, so consider working with a certified arborist who understands proper structural pruning and other healthy pruning techniques. You should also consider hiring an arborist for fertilization and soil conditioning. Each tree has its own set of preferred soil conditions. A tree care professional can help you examine your soil and determine how to amend it to best suit your tree.

Have questions? TreeNewal’s Certified Arborists can help If you have plans to plant a tree this year and you have questions or concerns about the process, TreeNewal is here to help. We have three ISA Certified Arborists and a team of highly qualified tree care experts. We can help with every step of your journey, from selecting the best tree for your property, to choosing the right location for planting, and ensuring your tree is planted using the best practices available. Go to our website at treenewal.com for more.

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We are committed to providing the highest quality legal services to our clients while being sensitive to their financial limitations. Through the use of our proprietary online assessment collection tracking system (ACTS©) and our battle-tested attorneys, our clients know that we will fight vigorously for their rights & remedies.

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Protecting Your Community Assets from the Cold

by Kim Musser

Mother Nature is blowing her winter weather

your way! Are you and your facilities prepared?

You can make your Community Maintenance Technician’s job easier by putting together a winterization checklist to help preserve community assets.

To start, locate all the areas that need to be winterized and develop a Standard Operating Procedure for winterization. High-priority items that typically require winterization include outdoor water features such as fountains, water faucets, outdoor showers, pool amenities, outdoor drinking fountains, and sinks. This list could also include gutter inspection and cleaning, which allows melting snow to drain properly.

Other items to inspect would include the roof, HVAC, boiler/furnace, water heater, and outdoor appliances. Taking frequently overlooked steps, like checking the weather stripping around doors and windows to your amenity buildings, will also prove beneficial. Not only will this prevent water damage, but it will also save your community money on heating bills by keeping cold air out of your buildings.

It isn’t only the freezing temperatures that demand preparation. The weight of snow and ice, along with severe winds, can damage outdoor furniture and grills. Securing and covering these items, or moving them into a covered location, will help minimize weather damage. If you have a gas grill that will go unused during winter, it is a good idea to close the valve and disconnect the tank.

Some winterization may require a professional technician, so don’t be afraid to seek your local experts’ assistance. Contact your swimming pool 20 • CONTACT, WINTER 2021

vendor (if you have a pool/spa/splash pad) and make sure all assets have been properly winterized. If possible, have your vendors provide you with their own winterization list.

Let’s not forget smoke detectors! The safety of your community buildings is one of your top priorities.

Take some time to check your smoke and carbon monoxide detectors. This is a quick task, but simply pressing the test button or changing the Ask your landscape vendor for a list of steps they batteries can save someone’s life. You may also have taken to minimize the risk of frozen irrigation consider purchasing winter supplies for your lines. Do any of the tree canopies need to be lifted? amenity center, such as extra batteries, flashlights, Do any specialty plants need to be covered? Do they and replacement fire extinguishers. offer snow shoveling services for the sidewalks? This would be great information to have!

Last but not least, don’t wait until the freezing My community’s SOP includes pictures of each temps have arrived to get started on your area that has been winterized. This visual aid is very winterization checklist! While it may seem helpful to staff members. overwhelming, preparing for winter during the fall (while keeping another eye turned toward spring) is staying one step ahead of your community’s winter readiness.

Showers: • Remove all showerheads and store them in the pool storage room • Add pipe insulation around the shower arms and secure with duct tape • Install faucet covers over the on/off shower valves

Pool Handicap Chair Lift: Wrap with a tarp, secure it with rubber straps

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CAI Articles: Rules Guidlines for the Homeowner Forum Residents are encouraged to attend and observe association board meetings. If you’d like to bring an issue to the board’s attention, you’re welcome to speak during the homeowner forum-a time set aside just for you. So that everyone who attends has an opportunity for a meaningful exchange with the board, we ask that you observe the following guidelines: Although we’re all neighbors, this is a business meeting. Please behave accordingly.

If you’d like to address the board, please sign in when you arrive. You will be called in the order you entered. This allows the board to contact you if we need further information and to report back to you with an answer.

The homeowner forum is an exchange of ideas, not a gripe session. If you’re bringing a problem to our attention, we’d like to hear your ideas for a solution too.

To keep the meeting businesslike, please refrain from speaking if you’re particularly upset about an issue. Consider speaking later, speaking privately with a board member, or putting your concerns in writing and e-mailing them to the board.

Only one person may speak at a time. Please respect others’ opinions by remaining silent and still when someone else has the floor.

Each person will be allowed to speak no more than five minutes. Please respect the volunteers’ time by limiting your remarks.

If you need more than five minutes, please put your comments in writing.

Include background information, causes, circumstances, desired solutions and other considerations you believe are important. The board will make your written summary an agenda item at the next meeting.

We may not be able to resolve your concerns on the spot, and we will not argue or debate an issue with you during the homeowner forum. We usually need to discuss and vote on the issue first. But we will answer you before-or at-the next board meeting.

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What Gives the Association the Right to Tell Me What to Do? In a nutshell: the association declaration and state law gives the association the authority to regulate some of what you can do in our community.

Community associations have a governmental component. Like a city or county government, a community association has a charter-called the declaration. The declaration encompasses bylaws, covenants and other documents that give community associations their legal foundation.

These governing documents obligate the association to preserve and protect the assets of the community. To enable the board to meet this obligation, association governing documents also empower the board to make rules and define the process for adopting and enforcing them-within limits. Governing documents also establish parameters for the nature and type of rules the board can make.

State law gives associations the authority to make rules. These are called common interest community statutes, and they apply to condominiums and homeowner associations.

Remember, however, that the board can’t make or enforce a rule that is contrary to the governing documents, local ordinances, state law or federal regulations. Remember also that the board make rules on your behalf-to protect your investment, your home.

Making Exceptions to the Rules You know we have rules to preserve the appearance of the community, protect the value of our common property and our individual homes, and make our neighborhood more harmonious for all. What you may not know is that in some rare instances, the association will waive some rules and regulations.

It’s not a decision the board takes lightly. There’s a fine line between upholding the rules and being flexible as times change and individual issues arise.

If an owner comes to the board and asks us to waive a rule, we consider the individual circumstances, the priorities of fellow owners, whether a precedent is being set and how we’ll document the waiver. The board will carefully review how the rules and restrictions are written and whether there’s any flexibility. The association has to be very careful about granting waivers so that they don’t set off a domino effect.

Some things, like assessments, will never be up for negotiation. The board may approve payment plans or waive late fees and interest depending on the circumstances, but owners must always pay their share of common expenses.

In general though, we understand the need to be flexible when circumstances warrant.

We all live in this living, breathing, changing community, and issues aren’t always black and white. If you think the association should waive or relax a rule, come chat with board members or the manager. We’ll let you know whether it’s something we’ ll consider.

The Role of the Covenants Enforcement Officers The staff or volunteers you see occasionally walking around the community with clipboards or tablets, are the association’s covenants enforcement officers. They’re inspecting the property to ensure that everything is working properly, that conditions are safe, and that nothing is reducing property values or your quality of life in our community.

In short, they’re making sure policies and rules are being followed-from pet behavior, parking and unkempt lawns to improper exterior modifications and more. They field complaints from fellow homeowners and, if necessary, remind you (or your neighbor) when a rule has been overlooked.

The officers report their findings to the association board with photos and detailed notes.

Most violations are easily resolved without board action. If not, the next step is a hearing before the board-we want to hear your side of the story.

Those who continue to ignore rules may be fined, or worse. The most serious cases may end up in court, though we try very hard never to get to that point.

The association’s covenants enforcement officers perform a vital function; please treat them with courtesy and respect. If you have questions about the rules, the officers should be able to explain them. The association manager and board members also are happy to listen and respond to your concerns.

When you purchased your home in our common-interest community, you became contractually bound to abide by the covenants that protect the association. Please review them and ensure you are in compliance. You can find them on our website.

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At Worth Ross Management Company, we understand that every association has its own unique set of needs. That’s why we offer personalized management assistance no matter what your goals may be. We take years of experience and pair it with the latest technology to bring you individualistic service that no other management company can provide. Our team of professionals can help your association reach its highest potential.

Contact us today to see what WRMC can do for your association!

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2021 PMDP COURSE SCHEDULE DATE

LOCATION

JANUARY 2021

14-15 21-22

Virtual Edition Virtual Edition

4-5 11-12 18-19 25-26 24-26 25-27 25-27 25-27 26-26 25-26 25-26 25-26

Virtual Edition Virtual Edition Virtual Edition Virtual Edition Falls Church, VA Austin, TX Riverside, CA Orlando, FL St. Louis, MO Schaumburg, IL Atlanta, GA Virtual Edition

4-5 4-6 4-6 4-6 4-6 4-5 4-5 5-5 5-5 11-13 11-13 11-13 12-12 12-12 11-12 18-19 18-19 18-20 19-19 19-19 19-19 19-19 18-19 25-26

FEBRUARY 2021

MARCH 2021

Virtual Edition Denver, CO Bloomington, MN Santa Ana, CA Seattle, WA Pleasanton, CA Indianapolis, IN Charleston, SC Houston, TX Boise, ID Dallas, TX Arlington Heights, IL Falls Church, VA Bloomington, MN Virtual Edition Bend, OR Ft. Lauderdale, FL Natick, MA Salt Lake City/Draper, UT Seattle/Bellevue, WA Colorado Springs, CO Milwaukee, WI Virtual Edition Virtual Edition

APRIL 2021

7-9 8-9 8-10 8-10 9-9 9-9 9-9 9-9 15-17 15-17 15-17 15-16 16-16 16-16 15-16

Falls Church, VA Virtual Edition San Antonio, TX Houston, TX Dallas, TX Santa Ana, CA Kansas City, MO Portland, ME Virginia Beach, VA Coeur D'Alene, ID Pikesville, MD Virtual Edition Lisle, IL Hartford, CT Virtual Edition

3-5 4-4 4-4 4-4 3-4 3-4

Las Vegas, NV Las Vegas, NV Las Vegas, NV Las Vegas, NV Las Vegas, NV Las Vegas, NV

MAY 2021

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CLASS

DATE

M-202 M-204

3-4 4-4 3-4 20-22 20-22 20-22 20-21 20-21 21-21 21-21 21-21 27-29 28-28 28-28 27-28 27-28 27-28

M-100 M-206 CASE M-360 M-100 M-100 M-100 M-100 M-201 M-205 M-205 M-360

M-330 M-100 M-100 M-100 M-100 M-206 M-204 M-203 M-202 M-100 M-100 M-100 M-201 M-201 M-203 M-204 M-206 M-100 M-202 M-202 M-202 M-201 M-205 M-100

M-100 M-350 M-100 M-100 M-201 M-202 M-203 M-203 M-100 M-100 M-100 M-201 M-201 M-202 CASE M-100 M-201 M-202 M-203 M-204 M-205

LOCATION

MAY 2021 – cont.

Las Vegas, NV Las Vegas, NV Las Vegas, NV Charleston, SC Atlanta, GA Los Angeles, CA Charlotte, NC Santa Ana, CA Falls Church, VA Cincinnati, OH Pikesville, MD Colorado Springs, CO Cincinnati, OH Dallas, TX Austin, TX Houston, TX Virtual Edition

JUNE 2021

2-4 3-5 3-5 4-4 4-4 3-4 10-12 10-12 11-11 11-11 10-11 10-11 24-25 24-26 25-25 25-25 24-25 24-25 25-25

Falls Church, VA Chicago, IL Honolulu, HI San Antonio, TX Fort Myers, FL Virtual Edition Birmingham, AL Palm Springs, CA Pikesville, MD Natick, MA Sarasota, FL Asbury Park, NJ Virtual Edition Tucson, AZ Santa Ana, CA Orlando, FL Natick, MA Houston, TX Schaumburg, IL

8-9 9-9 9-9 8-9 8-9 8-9 8-9 15-17 15-17 15-17 15-16 15-16 15-16 15-16 22-24 22-24 23-23 22-23 22-23 22-23

Virtual Edition Falls Church, VA Seattle, WA Dallas, TX Honolulu, HI San Antonio, TX Colorado Springs, CO Red Bank, NJ Rocky Hill, CT Santa Ana, CA Los Angeles, CA Riverside, CA Houston, TX Sarasota, FL Denver, CO Phoenix, AZ St. Petersburg, FL Lisle, IL Virtual Edition Wilmington, NC

5-7 5-7 6-6 6-6 5-6 5-6 5-6

JULY 2021

AUGUST 2021

Schenectady, NY St. Louis, MO Pleasanton, CA Birmingham, AL Pikesville, MD St. Petersburg, FL Virtual Edition

CLASS M-206 M-390 CASE M-100 M-100 M-100 M-204 M-205 M-202 M-202 M-201 M-100 M-202 M-203 M-204 M-206 M-206

M-100 M-100 M-100 M-202 M-203 M-370 M-100 M-100 M-202 M-201 M-204 M-204 M-100 M-100 M-201 M-202 M-204 M-205 M-390 M-202 M-203 M-203 M-204 M-204 M-206 M-320 M-100 M-100 M-100 M-204 M-205 M-340 CASE M-100 M-100 M-201 M-206 M-320 M-330 M-100 M-100 M-201 M-203 M-205 M-205 M-206

DATE

LOCATION AUGUST 2021 – cont.

12-14 12-13 12-13 12-13 12-13 12-13 19-20 27-27 26-27 26-27 26-27 26-27 26-27

Oxnard, CA Chicago, IL Nashville, TN Los Angeles, CA Fort Myers, FL Santa Ana, CA Virtual Edition Palm Desert, CA Falls Church, VA Honolulu, HI Virtual Edition St. Petersburg, FL Houston, TX

8-10 9-11 9-11 9-11 10-10 10-10 9-10 9-10 9-10 30-10/1

Falls Church, VA Draper, UT Lisle, IL Pikesville, MD Charleston, SC Santa Ana, CA Colorado Springs, CO Austin, TX Boise, ID Virtual Edition

14-15

14-16 15-15 15-15 14-15 14-15 22-22 22-22 22-22 21-22 21-22 28-30 28-30 28-29 28-29 28-29 28-29

4-6 5-5 4-5 4-5 4-5 4-5 4-5 18-20 18-20 18-19 18-19 3-3 2-3 2-3 2-3 2-3 2-3 2-3 9-10

SEPTEMBER 2021

CLASS M-100 M-204 M-205 M-206 M-360 M-206 M-310 M-202 M-204 M-310 M-330 M-350 CASE

M-100 M-100 M-100 M-100 M-201 M-203 M-205 M-206 M-206 CASE

OCTOBER 2021 Virtual Edition Milwaukee, WI Richmond, VA Denver, CO Indianapolis, IN Dallas, TX Portland, OR Coeur D'Alene, ID Schaumburg, IL Pikesville, MD Palm Beach, FL Charleston, SC Valley Forge, PA Sandestin, FL Virtual Edition Falls Church, VA Atlanta, GA

NOVEMBER 2021 Raleigh, NC Schaumburg, IL Virtual Edition Sturbridge, MA Santa Ana, CA Falls Church, VA Las Vegas, NV Bellevue, WA Rochester, NY Virtual Edition Virginia Beach, VA

DECEMBER 2021

Portland, OR Valley Forge, PA Pikesville, MD Bloomington, MN M-205 Virtual Edition Richmond, VA Honolulu, HI Virtual Edition

M-100 M-100 M-202 M-203 M-206 M-330 M-202 M-202 M-203 M-310 M-320 M-100 M-100 M-204 M-204 M-205 M-206

M-100 M-202 M-205 M-206 M-204 M-320 M-340 M-100 M-100 M-202 M-205 M-201 M-203 M-204 M-206 M-380 CASE M-203

31 • CONTACT, WINTER 2021

CAI National News! www.caionline.org We are pleased to share our first Community Conversation Live Virtual Event to held on Wednesday, February 17th at 2:00 p.m. ET. This live virtual event is a collaboration between CAI chapters worldwide and CAI headquarters. Each quarter a new Community Conversation will be held which includes 45 minutes of content provided by CAI industry professionals followed by 30 minutes of breakout discussions by chapter or state.

• • •

Community Conversations Virtual connections. Informed communities.

Get to the heart of the matter about current news, issues, and trends we have in common. CAI’s new Community Conversations happen quarterly in collaboration with CAI chapters. Each conversation is led by community association leaders and industry experts.

Join us and find solutions to create a powerful and positive impact on the community associations we serve.

Each quarter will be feature a different innovative topic. February’s conversation is: COVID-19, Mental Health and Our Communities New Guidance, Support & Resources for homeowners, managers, and business partners

Details: Community Conversations Virtual connections. Informed communities.

Wednesday, February 17th 2:00-3:15 p.m. ET Live Registration: FREE to all members (advanced registration required) Non-members: $25 each

MEMBERSHIP

REPORT New Members

Mr. Brad Vance Monster Tree Service (972)395-5404 bvance@whymonster.com

Ms. Danez Williams CCMC (210)557-4248 dwilliams@ccmcnet.com

Mr. Brian F Matt Lake Kiowa Property Owners Assoc (940)665-1055 brian.matt@lkpoa.org

Ms. Demetricia Moore Classic Property Management (817)640-2064 demetriciamoore@classicpm.com

Mr. Davis Robson Robson Property Manangement (918)357-4419 D.Robson@forestridge.com

Ms. Gail Fishkin-Ogle, CMCA, AMS, PCAM Robson Property Manangement (571)212-6360 g.ogle@rp-management.com

Mr. Douglas Bull Bridlewood Homeowners Association (214)422-7812 dmbull23@hotmail.com

Ms. Jordan Berger Classic Property Management (817)640-2064 jordanberger@classicpm.com

Mr. Dustin D Harrison (972)900-7083 dustin@pmigreaterdallas.com

Ms. Kate Kruger (214)293-4465 kate@drexelmanagement.com

Mr. Guy Anderson Bridlewood Homeowners Association (214)240-5055 aguyhoa@gmail.com

Ms. Kia Mastey Bridlewood Homeowners Association (972)757-0577 kiamasteyhoa@yahoo.com

Mr. John Welling Bridlewood Homeowners Association (612)475-4039 johnwelling@yahoo.com

Ms. Patty Ledbetter Goodwin & Company (214)405-5721 pledbet65@yahoo.com

Mr. Philip Sahuc RTI/Community Management Associates, Inc. (214)538-0058 philsahuc2@gmail.com

Ms. Sherry Payne EmpireWorks Reconstruction and Painting (888)278-8200 spayne@empireworks.com

Mr. Ryan Alexander CCMC (972)210-7120 ralexander@ccmcnet.com Mrs. Tracy Case Bridlewood Homeowners Association (940)268-8060 tracycasehoa@gmail.com Ms. Allison Spaulding EmpireWorks Reconstruction of Dallas (888)278-8200 aspaulding@empireworks.com Ms. Camille Dawson RentPayment.com (214)952-4902 camille.dawson@mrisoftware.com

33 • CONTACT, WINTER 2021

MEMBERSHIP

REPORT

Renewed Members Ivori N. Moore Miss Chelsea Elizabeth Stevens Mr. Aaron L Benzine Mr. Andrew S. Fortin, Esq. Mr. Carl Hedrick, CMCA, AMS Mr. Carl K. Hergesell Mr. Charles Lamb Mr. Christopher Dominique Ayoub Mr. Christopher Schappaugh, CMCA Mr. Daniel C. Thomas, CMCA, AMS Mr. Daniel Lehew Mr. Darrell Traeger Mr. David Garrett, CMCA Mr. Don Kekstadt, AMS, PCAM Mr. Ed Colvin, CMCA Mr. Gabe Santiago, CMCA, AMS Mr. Gary Burkham Mr. Greg A. Smith Mr. Gregory S. Cagle Mr. Jack Norcross Mr. Jake Southall Mr. Jason Edmundson Mr. Jerry Bridges Mr. Joe A. Decorte Mr. John Armstrong Mr. John Beall, CMCA, AMS, PCAM Mr. John Mackenzie Mr. John Sharp Mr. Jonathan Michael Driver, CMCA, AMS Mr. Kenneth H. Mitchell Mr. Kevin C. Mcdonald, CMCA, AMS Mr. Kevin Cavanaugh Mr. Kristopher Grooms, CMCA, AMS Mr. Laurence E. Scott, Jr. Mr. Mark Southall, AMS, PCAM Mr. Michael B Morgan Mr. Michael Kan Mr. Michael Reeves, CMCA, AMS Mr. Rhett Hubbard Mr. Richard Lester Mr. Robert Bell, CMCA Mr. Robert J. Koop, CMCA, AMS, PCAM Mr. Robert M. Mackay Mr. Sterling Kropp Mr. Steve Rutherford Mr. Stewart Masterson, CMCA Mr. Thomas Landon Miller Mr. Tom Martin Mr. Tony Dimauro Mr. Vidal Jones Mr. Wade O’Hara Mr. Worth W. Ross, CMCA, AMS Mrs. Brandy Hotchkiss Mrs. Genevieve C. North, CMCA, AMS, PCAM Mrs. Jessica Guevara Mrs. Joan Lawyer, CMCA, AMS, PCAM 34 • CONTACT, WINTER 2021

Mrs. Linda Razzano, CMCA, AMS Mrs. Martha Lynn Mccaskill, CMCA, AMS Mrs. Monica Coss Mrs. Rebekah Small, CMCA, AMS Mrs. Susan S. Ross Mrs. Yolanda M. Wilson Ms. Adrienne Brewer Ms. Alice M. McKee, CMCA, AMS, PCAM Ms. Anne C. Fay, CMCA, AMS Ms. April Hubler Ms. April Murphree Ms. Betty Crudden, CMCA, AMS, PCAM Ms. Carol Lynn Mason Ms. Carrie Bailey Ms. Cassandra Silva Ms. Chelsea Faxon Ms. Debbie Gschwend, CMCA Ms. Diane Barta, CMCA, AMS Ms. Francisca Micaela Mata, CMCA, AMS Ms. Jill Pruyn Ms. Jowanna Hill Ms. Kristen Russell, CMCA Ms. Kristina Bailey, CMCA Ms. Lauren Quinn Ms. Liliana Olvera, CMCA, AMS Ms. Marian Gardner, CCM Ms. Marilyn Weinberger Ms. Melissa Zacha, CMCA, AMS Ms. Michelle Burr Ms. Michelle Mcfarland Ms. Rachael Eileen Wilson Ms. Rosanne M Hill, CMCA, AMS Ms. Shon Christopher Cass Ms. Susan Garrett Ms. Susan Riley Ms. Susann Elizabeth Fortney Ms. Tia K. Singer, CMCA, PCAM Ms. Vicki Moore Robin Anderson Shaun Poe

Rejoined Members Mr. Adam Clark, CMCA, AMS Mr. Andrey Pevnev Mr. Anthony Hawkins Mr. Ellis Little Mr. Jason Madden Mr. Richard Ellis Mr. Rick Abair, CMCA, AMS Mr. Ronald B Clark Mr. Stephen Paz Mrs. Jennifer Calyer Mrs. Michelle Alvarez Mrs. Phonemany Webb Mrs. Theresa Scholander Ms. Janett McMillan Ms. Maria Cardoso Ms. Stephanie A. Smith, CMCA, AMS, PCAM

MEMBERSHIP

REPORT

New Designations

Congratulations to two CAI members who achieved new designations!

Brian Schoolcraft Dale L. Smith

CMCA AMS

PMI Metroplex brian@metroplexpmi.com Legacy Southwest Property Managment dale.smith3275@gmail.com

(817) 952-9009 (972) 358-2277

***Certified Manager of Community Associations (CMCA®) From CAMICB - “As a CMCA®, you have shown a commitment to your profession by staying informed about current community association issues and holding yourself to a high standard of professional conduct.” ***Association Management Specialist (AMS®) The second level in the career development track for community association managers.

The AMS® designation demonstrates a higher level of commitment to your career and the community association industry. An AMS® designation is recommended for managers who want to enhance their career opportunities by increasing their knowledge and expertise.

35 • CONTACT, WINTER 2021

Property Concerns?

To Address the Causes

provides full Engineering & Architectural Services Property Betterments

New Construction Post Lit Repair Design Owner Representation Renovations & Rehabs www.CallSBSA.com 877-221-7272

Water Intrusion Grading & Drainage Foundation Movement Transition/Reserve Studies

36 • CONTACT, WINTER 2021

37 • CONTACT, WINTER 2021

Convenient, secure protection for your excess funds.

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Eliminate extra legwork and receive additional FDIC coverage for excess funds with Insured Cash Sweeps (ICS) and Certificate of Deposit Account Registry Services (CDARS) from your community association banking expert.

Ask us about our great CDARS rates.

One account. One statement. One trusted bank.

Olivia Hurtado, CMCA Vice President 214.717.2718 866.800.4656 x7567 Olivia.Hurtado@cit.com ©2020 CIT Group Inc. All rights reserved. CIT and the CIT logo are registered trademarks of CIT Group Inc. MM#7205