Community Contact | Summer 2021

Community

Summer 2021

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

www.dfwcai.org

Professional Residential Security Services Armed & Unarmed Security Officers Mobile Patrol Services Remote Guarding Concierge & Lobby Ambassadors Gatehouse Operations Covenant Enforcement Package & Key Control Parking & Speed Enforcement Amenity Inspection Paramedic & First Responder Services

Is Your Community St. Moritz SAFE?

Let Us Show You The St. Moritz Difference!

DAVID BURGER SOUTHWEST REGIONAL VICE PRESIDENT

949.413.1472 dburger@smssi.com www.SMSSI.com CA: 16862, 6192,6355 // HI: 1006 // NV: 1453A // TX: B14072

12801 N. Central Expy., Suite 1401

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Community

CONTACT Summer 2021

Sponsors 6 Upcoming Community Events 16 Membership Report 47

Summer Sun and Community Fun

10

The Ethical Dilemmas

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OF COMMUNITY ASSOCIATION INSURANCE

How To Make Your Waterbody

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A FOCAL POINT IN YOUR COMMUNITY

Post Pandemic Planning

23

Efficient Association Audits

28

Success in Management

32

MEETING RESIDENT EXPECTATIONS

2021 Gala Award Winners

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Cover photo provided by Greg Blackham, Aquatic Specialist and Project Manager at SOLitude Lake Management.

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 CONTACT | SUMMER 2021 claimed as trademarks. Use of a term in this publication should not be regarded as affecting the validity of any trademark or service mark.

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2021 BOARD OF DIRECTORS Clayton Hearn - President Roberts Markel Weinberg Butler Hailey PC chearn@rmwbhlaw.com Chris Broach, CMCA, AMS, PCAM - President-Elect Blue Hawk Management cbroach@bluehawkmgmt.net Anne Bernhardt - Secretary Park Towers Condominium Association anneb972@gmail.com Diana R. Larson, AMS, PCAM - Treasurer Assured Association Management, Inc. dlarson@assuredmanagement.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 Kevin Cavanaugh - Immediate Past President Cavanaugh & Company, PLLC kcavanaugh@cavanaughcpas.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

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Diamond Sponsors Cardinal Strategies CCMC RTI/Community Management Associates, Inc. “CMA”, AAMC Texas Disaster Restoration Insight Association Management, AAMC Magnolia Fisheries & Lonestar Fountains McKenzie Rhody, LLP Neighborhood Management, Inc., AAMC Roberts Markel Weinberg Butler Hailey, PC Southern Botanical Staying-A-Float Lifeguarding (S.A.F. Guarding) Texas Security Bank Worth Ross Management Company, AAMC Platinum Sponsors ACME Roof Systems, Inc. Alliance Association Bank Blackmon Mooring/BMS CAT Brightview Landscape Services 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 - Now Truist Davis-Dyer-Max, Inc. EmpireWorks Henry Oddo Austin & Fletcher, P.C. The Playwell Group Yellowstone Landscape Services Silver Sponsors Advanced Association Management Amtech Solutions Bob Owens Electric Co., Inc. Castle Group Classic Property Management, AAMC Excel Association Management, Inc. Landscape Professionals of Texas Riddle & Williams, PC Bronze Sponsors Allegra Print & Imaging Association Reserves - Texas Canady & Canady, LLC Cavanaugh & Company, PLLC Kraftsman Playground and Park Equipment Master Systems Courts RealManage Reserve Advisors, LLC SBSA, LLC, a Charles Taylor Company Education Sponsors 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.

2021 DFW CAI COMMITTEES Ambassadors of Fun

Committee Chair: Montana Hantes

Community Affairs

Committee Chair: Wendy Hazelwood, CMCA

Expo

High Rise Managers Forum

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

Magazine

Committee Chair: Chris Broach, 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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SBB Management Company is dedicated to providing professional homeowners association management and consultation to Texas communities.

Accredited Association Management Company (AAMC)

45 Years of Association Leadership!

• Enduring Client Relationships • Unparalleled Staff Longevity • Industry Leading Technology • Continuing Education Programs • Senior Direct Support Personnel • Robust Accounting Analysis Tools • Mobile Management Platform • Digital Document Management • Family Corporate Culture

.

S E I T UNI

M M O C

12801 N. Central Expressway, Suite 1401 • Dallas, TX 75243 • Phone (972) 960-2800 • Fax (972) 991-6642 www.sbbmanagement.com • emailus@sbbmanagement.com

Find us on Access Your HOA - Anytime, Anywhere

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AAMC®

retail | office | mixed-use | multi-family | civic | education healthcare | lodging & hospitality

www.cleanscapes.net | info@cleanscapes.net CONTACT | SUMMER 2021 • 9

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Priya Parker writes in her book “The Art of Gathering” that being Priya Parker writes in her book “The Art of Gathering” that being intentional about gathering, and finding life in artful places, is the key to intentional about gathering, and finding life in artful places, is the key to successful events and human connection.

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P L EH U F IND E BUILDING PURPOS

PLAN AND PODCAST

YOLO - (YOU ONLY LIVE ONCE)

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Have your Plan A in place, but always have plan B in your back pocket. We’ve spent a lot of time pivoting in the last year. As we come on the flip side of the pandemic, we are consciously choosing to lean in.

Consider events with a socially distanced or sensory hour, where you provide an option for residents to participate in the event experience to go as a “grab and go,” based on their comfort level.

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With a new appreciation for living life to the absolute fullest, let’s make it our goal to plan community programs and experiences that encourage and embrace this. We have the ability to plan outdoor adventures with a new and daring approach. We can craft more intimate maker’s classes, and learn alongside our communities in historical and peacemaking events.

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With many of us returning to the office, your morning commute is a great opportunity to carve out podcast time to deep dive into subjects that help set the tone for the day.

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Mental Health- with speakers and leaders pumping valuable content out right now, it is an epic time to engage in mental health programs and resources.

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Action: Take a minute to reflect and write down three things you want to do this summer. Take those three adventures and bring them to life in the communities we serve.

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Action: Pick a podcast that brings you fulfillment.

Here are a few of my defaults: “Dare to Lead” by Brené Brown, “Work Life” by Adam Grant, and “Armchair Expert” by Dax Shepard

LAUGH, LEARN AND UNLEARN •

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Laughter is the best medicine. As we acclimate to new service standards, resident requests and special accommodations, along with the needs of each team member we work with, we must keep it light hearted. By listening to the issue at hand first, and then taking a second to laugh, (after the person or scenario isn’t looking at you) your body naturally produces endorphins that help you respond with a sense of positivity.

Action: Read the Book “Think Again” by Adam Grant. This book will challenge you to learn and unlearn everything you thought you knew. It is both terrifying and invigorating. Now is the time to try something new, challenging, and exciting.

EVENT CONCEPTS TO ENGAGE •

Block Party Kit

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Pop up Party in the Park •

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Plan a series of events in your park amenities on the same day and time each week to get people outside. It can be as simple as popsicles or as detailed as a pop up supper club.

Dive-In or Drive-In. Outdoor movies are Stayin Alive •

Bring the cinematic adventure to your community, whether in a truck, boat, lawn or pool. Families are excited to spend the quiet time they found last year together, by making it a ritual.

ATTITUDE IS EVERYTHING •

This next year won’t be easy but you are in control of your attitude, and it is easy for others to pick up on the energy that you put out there. Kindness always wins.

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Action: Practice gratitude. Spend 5 minutes each morning in reflection: 1.) Write down your intentions, 2.) Write down three things you are grateful for, 3.) Write down three things you want to accomplish that day. At the end of the day, practice reflection by sitting down to write what you have accomplished.

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Personal Attention.

Proven Results for HOAs. For over two decades, Henry, Oddo, Austin & Fletcher, P.C. has provided clients throughout Texas with trusted counsel. Their experience related to homeowners associations is unmatched – providing guidance, leadership and oversight to community associations. Their attorneys have experience resolving disputes and advising homeowners associations on legal issues.

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Assist developers with drafting governing documents Advise boards on governance and collection issues Assist boards in enforcing bylaws and covenants Attend association meetings to provide explanations of the association’s rights and responsibilities, to help maintain rules of order, and to address issues of concern to members and directors Assist boards in interpreting governing documents

Draft revisions to association governing documents to clarify issues of governance Work with boards and management companies in dealing with property owners Cost effective and creative debt collection methods leading to revenue recovery Active participation and support of Texas Community Association Advocates (TCAA) and Community Associations Institute (CAI)

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Judd A. Austin, Jr. - Shareholder jaamex@hoaf.com

Vinay B. Patel - Shareholder vpatel@hoaf.com

1700 Pacific Avenue, Suite 2700, Dallas, Texas 75201 | (214) 658-1900 | www.hoaf.com

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THE ETHICAL DILEMMAS OF COMMUNITY ASSOCIATION INSURANCE

The procurement and maintenance of Insurance in the community association industry is shrouded in unique ethical considerations that do not apply to individual insurance consumers. Enter the Community Association Board’s (“Board”) “fiduciary Duty.” This process is imbued with inherent ethical considerations for not only Boards, but also Community Association Managers (“CAMs”), Community Association Attorneys, Community Association Insurance Professionals and other business partners.

A fiduciary duty is the legal responsibility to act solely in the best interest of another party (i.e. “the community association”). Fiduciary duties include duties of undivided loyalty, due diligence and reasonable care, full disclosure of any conflicts of interest, and confidentiality. While a fiduciary duty may be violated accidentally, it is still a breach of ethics. Emphasis added.

Ethics Unwrapped: https://ethicsunwrapped.utexas.edu/glossary/fiduciary-duty A Board’s fiduciary duty in the insurance procurement process differs from an individual insurance consumer. For example, a board president may want to use his insurance agent brother-in-law who does not have experience in community, the board president may not fully disclose his potential conflict of interest here. Whether the president perceives this as a conflict or not, failure to disclose is a breach of fiduciary duty and therefor an ethical violation. On the other hand, if an individual insurance consumer selects his brother in law, it would not be a breach of a fiduciary duty or ethics, but it could be a bad decision. As Forrest Gump says, “stupid is as stupid does.”

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by Joel W. Meskin, Esq., CIRMS, CCAL Fellow, MLIS, EBP All Rights Reserved © 2021 Joel W. Meskin Joel Meskin, Esq., CIRMS, CCAL Fellow, MLIS, EBP is the Managing Director of Community Association Products at McGowan Program Administrators. He has been a community association insurance expert for over 20 years, and is a prolific speaker and author nationwide.

A board’s fiduciary duty requires the board to protect, preserve and enhance the assets of the association. These assets are the common elements of the association, both tangible and intangible. The keystone to this duty is that the board members must put the interest of the association above his or her own personal interests. This can be counterintuitive for many board members. In fact, many board members seek to join the board for the primary purpose of protecting their personal assets or pursuing their own agenda. As we know, perception is reality.

The president above may see this as a no harm no foul situation.

On the other hand, others may very well perceive the act as a breach of its fiduciary duty. This misunderstanding by board members regarding their duty is directly or indirectly the genesis of many Director and Officer Liability Claims.

The duty to place the association’s interests above the personal interests of each board member can be subtle, obvious, or anywhere in between. The key reason that unit owners elect multiple board members to manage the association, at least theoretically, is as a check and balance insuring the various interests of the membership have a voice.

The By-Laws (the association’s operating manual) and other applicable laws are in place to facilitate board fiduciary duties and ethical considerations. This is why it is generally required that board business be conducted during a properly noticed board meeting. Furthermore, most states, including Colorado, have Open Meeting Laws. This is a check and balance on the board’s fiduciary duty avoiding decisions being made in smoky back rooms.

So what do fiduciary duties and ethics have to do with community association insurance? The board is the association’s Risk Manager elected to protect, preserve and enhance the assets of the association. The fiduciary duty does not require that the board make the best decisions, or even a good decision. Rather, the board is required to act with a duty of loyalty by putting the association’s interest above their own, act with due diligence and reasonable care, and to fully disclose any conflicts of interest.

The board is not expected to be professionals or experts that require special training. For these matters, the board is authorized to seek professionals and experts. Keep in mind that a directors and officers liability policy only provides coverage for board members in their capacity as a “board member” and not as professionals or experts.

For over 20 years I have asked Boards, CAMs and Insurance professionals what is the first question board members ask when

considering insurance options? Without exception they all ask “how much?” The only time this is an acceptable as the first question is if all insurance, insurance companies and insurance professionals were the same. It never is! I have never seen any governing documents that requires a board save money when procuring insurance, yet that would appear to be the case based on decision makers’ conduct. Yes, a board must be vigilant.

The fiduciary duty, however, is to purchase the best insurance to protect the assets. Once the board has done its due diligence by listening to Community Association Insurance Professional presentations, than a cost benefit analysis can be done. Knowledge of price up front will influence your decision process and be a distraction.

Boards must understand that the association is fully insured for every risk! The question is: are they covered by an insurance policy, or will they be self-insured having to look to association assets, a special assessment or a bank loan to fund a claim or loss. At the end of the day, someone must pay.

Another problematic practice by many boards is to defer its due diligence to its independent CAM to procure and maintain insurance. This practice is inherently a breach of the fiduciary duty by the board as well as an unwitting professional error or omission by the CAM. What boards must understand is that no matter the CAM’s insurance acumen, she or he is not covered for that E&O under their E&O as it is excluded and not under the D&O as they are not covered when the association sues the CAM. The board must also keep in mind that if the board sues the CAM, the D&O policy will not defend or indemnify the CAM. To make this an even greater breach of fiduciary duty and ethical dilemma, is that the management agreement more likely than not includes an indemnification provision that would require the association to defend the CAM when the association sues the CAM for not procuring or maintaining the proper and sufficient insurance. Therefore not covered under the policy, but for all intents and purposes, covered pursuant to the indemnification agreement. This latter consequence is another reason the CAM should bring in the insurance professional.

Tip: Insurance professionals do not charge the association for his or her time to present a proposal and answer all questions the board may have. I am also often baffled why a CAM would not mandate that the insurance professional present the proposal(s) and answer all board questions. This is a win-win for a CAM’s insurance dread and transfers the CAMs risk of E&O to the insurance professional.

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UPCOMING COMMUNITY EVENTS September 10

Live on the Lawn – Frisco, TX Simpson Plaza

September 17-19

Plano Balloon Festival, Plano, TX

September 18

Paws in the Pool Frisco Water Park

September 16-19

Addison Oktoberfest - Addison, Texas

www.addisonoktoberfest.com

Sept. 24- Oct. 17

State Fair of Texas, Dallas, TX

www.bigtex.com

September 24-26

McKinney Oktoberfest, McKinney, TX www.mckinneytexas.org/664/Oktoberfest

October 5

National Night Out

October 16

Addison After Dark - Addison Halloween Horror

October 22-24

Red Steagall Cowboy Gathering & Western Swing Fest – Fort Worth, TX

October 23-24

Bell Fort Worth Alliance Air Show – Fort Worth, TX

www.planoballoonfest.org

www.natw.org www.addisonafterdark.com

2415 Avenue J, Suite 100 | Arlington, TX 76006-6119 P: 817.640.2064 x 1217 | F: 817.640.6028 www.classicpm.com

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How to make your waterbody A FOCAL POINT IN YOUR COMMUNITY

by Greg Blackham, Aquatic Specialist

Many homeowners live on a lake or in a community association with several ponds and stormwater facilities. Without proper management, you may find these waterbodies covered in aquatic weeds and algae, or they could simply look like an uninspired waste of space. No matter the condition of your waterbody, one thing is for certain - it should be so much more!

Lakes and ponds provide a multitude of opportunities for recreation, sight-seeing, and overall enjoyment of nature, so it can be sad for aquatic specialists when we see this potential go untapped. Luckily, it is never too late to cultivate a stellar focal point in your community. A professional can get you on the right track with innovative modifications and informed management techniques.

Introduce floating fountains

One of the first enhancements we recommend for both visual and functional enhancements is a floating fountain. There are two main fountain types: A decorative fountain is designed to spray water into the air in eye-catching spray patterns, though they are generally not relied on for water circulation. Many have brightly-colored (and customizable) lights that draw attention to the waterbody at night. An aerating fountain, on the other hand, is one that is designed primarily for functional purposes, but that doesn’t mean these devices aren’t aesthetically pleasing too. Some of the best-looking aerating fountains combine decorative vertical spray with lower tiers that provide horizontal spray dispersion to effectively circulate the water column below.

Aeration can have many compound benefits when fountain systems are professionally sized and spaced in the waterbody, and they are often paired with submersed aeration and oxygen saturation technologies. Water movement helps increase dissolved oxygen levels, which in turn helps stabilize pH and inhibits the nutrient pollution that contributes to aquatic weed, nuisance algae, and toxic cyanobacteria growth. Well-circulated and oxygenated water also helps prevent mosquito reproduction while supporting healthy zooplankton - small aquatic animals that feed on algae and serve as food for fish and all types of wildlife.

Plant beneficial vegetation

Planting beneficial vegetation is a second improvement that should be considered. But before planting anything in or around the water it’s necessary to remove all the noxious and invasive vegetation first, such as cattails, Phragmites (common reed), and purple loosestrife. This helps reduce the risk of collateral damage to newly planted vegetation. It’s best to work with a professional to identify nuisance species and design a removal program, which can vary widely from species to species and might include hand-pulling, burning, or even herbicide applications by drone!

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Decorative plants can be used in so many ways to enhance your waterbody.

A well-vegetated buffer zone should include a variety of native wildflowers, grasses, and even shrubs that provide a beautiful frame or border around the water. Sometimes, just the contrast alone can make all the difference. There are many other creative ways to plant for color and vibrancy, and a professional lake manager can help assist in the strategic design. In addition to creating a beautiful backdrop, deep-rooted, flowering species can help filter trash and pollutants, protect the shoreline from erosion, and create sanctuary for wildlife.

Beneficial aquatic plants should also be installed along the shallow areas of the waterbody for added benefits like serving as a source of oxygen, balancing predator-prey relationships, and filtering nutrients from the water column so they cannot fuel undesirable weeds and algae. One creative installation method could be a floating island of plants and flowers. Floating islands are designed to add color on top and create beneficial bacterial colonies on the underside of the island, thus improving water quality and muck digestion.

Restore depth and volume

Another great solution for almost immediate improvement of a lake or pond is the mechanical removal of polluted sediment, muck, and organic matter from the water. This may be accomplished by a full-on dredging project or through spot treatments via hydro-rake, which is essentially a floating barge equipped with a backhoe that scoops sediment onto the shoreline for disposal.

Shortly after the disturbance has settled there is a significant improvement to water clarity and reduction in bad odors that may exist. More importantly, storage capacity increases. This is crucial for a well-functioning stormwater system that does not flood.

Final touches and consistent maintenance

There are many other improvements that can enhance the beauty of a waterbody without sacrificing functionality. Environmentally-friendly blue and black dyes can change the color to a more desirable look, while also reducing available light for weeds and algae. Strategic bird houses placed around a pond can help reduce midge and mosquito populations in the area while also adding a colorful dynamic to the ecosystem. Even installing a gazebo, a dock, or a small beach area can help break up the landscape and provide more ways for people to engage and interact with their amenity through fishing, kayaking, and birdwatching.

Oftentimes, this extra community engagement can spark even larger momentum for creating a truly beautiful and immersive focal point, cherished by everyone that lives there!

Once these efforts have been implemented, they are best maintained through an annual management program, which prioritizes the three central pillars of health, beauty, and functionality. Long term programs ensure a professional can keep an eye on the multitude of factors that support the ecological balance of the ecosystem, as well as the aesthetic components. Your local aquatic professional can help you design a plan that’s customized to your unique waterbody.

Greg Blackham is an Aquatic Specialist and Project Manager at SOLitude Lake Management, the nation’s largest environmental firm specializing in sustainable lake, stormwater pond, wetland, and fisheries management programs. Learn about this topic and more at www.solitudelakemanagement.com/knowledgebank.

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Post Pandemic Planning

by Jennifer Lozuk, Guardian Mgmt.

Raise your hand if you are exhausted by the phrase “unprecedented times”.

Now raise both hands if you are ready to have an actionpacked Summer to make up for lost time. Community engagement and event planning was tricky during a Pandemic and while we are all happy to be out of the thick of things, post pandemic planning can still be difficult to navigate.

How can you be sure what your residents are comfortable with? How can you focus on community engagement and lifting morale while still being socially responsible? Can you use all of the vendor credits from your 2020 cancelled events? Is it too soon for non-socially distant events? The list goes on and on. As someone who is navigating these challenges right alongside you, I can assure you no one has the “right” answer.

As the expert, you have the best pulse on your community, residents, and Board of Directors. Many of you were able to pivot to event planning and community engagement in an online format during quarantine and beyond. For many this was challenging but it brought a unique and fresh perspective to event planning as we have always known it. On our end we saw positive changes in the tone and morale within the neighborhood’s social media landscape which is always a win. As schools let out for the Summer, restrictions are lifted, and the weather heats up, lets not forget about virtual events as many residents may still prefer an online Zoom wine tasting to an in-person event.

However, many of us have an events budget that has been piling up and we are ready to host a Summer to Remember!

A few things for us to remember as leading Lifestyle experts is the safety of our residents and staff remains a priority. While the mask ban has been lifted it would not hurt to continue to have a sanitation station at each event. This could just be a small table with hand sanitizer and disposable masks on hand.

If your residents get used to seeing this at each of the events throughout the Summer it should increase comfortability levels for our Covid-conscious friends and show that while we want to get together in person too, controlling the spread is still a priority.

Us Texans know we are right around the corner from melting at our outside events, but open air is still our best friend! I am sure we all have our pool parties and outdoor movie event staples booked but think outside of the box to get your residents engaging again! Think ‘Ladies Night on the Lawn’ and events at a micro level that can spur community connection on a deeper level. Many residents moved in during the pandemic and have missed out on getting to know their neighbors.

Being a conduit for community connection is our primary goal in Lifestyle and while we all cannot wait to blow it up with the biggest and best Summer yet, don’t forget to scale it back to allow for some of the simpler but still impactful connections. However you plan on marching forward give yourself a pat on the back.

It was a tough year to be in Lifestyle and you made it out on the other side stronger and more well-rounded. Onward and upward we go with a deeper understanding, appreciation and passion for Lifestyle. Best of luck to you all as we embark on a Summer to remember!

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Trust MasterScapes’ professionals to take care of your commercial or residential outdoor space(s)!

masterscapes.com | (817) 354-4442 info@masterscapes.com | Proudly serving the Greater Fort Worth area

Consistent | Ready to help | Problem solving Property Care

Landscape & Design

Water Management

080521 CAI - Final.indd 1

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Is your management company providing the layered support your community needs?

Castle Group’s Community Management team provides a complete array of services to operate the administrative, financial, physical, and people aspects of your Community. We have organized our company around supporting the operations of the on-site teams by employing specialists in variety of areas.

Some of these areas include: large-scale community management, food & beverage, high-rise management, project management, and financial services.

To learn more about how Castle Group can serve your community, please call 844.815.5321.

844.815.5321 www.castlegroup.com/castle-texas 24 • CONTACT | SUMMER 2021

............

SMILES. HARMONY. JOY. ............

Authentic relationships set us apart, honesty rules, optimism thrives and great people show up with passion and purpose to deliver unprecedented service to dynamic communities.

This is community management by CCMC.

To learn more about our services, visit CCMCnet.com.

To join the team, visit https://www.linkedin.com/company/ccmc/jobs/.

469.246.3500

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DR GROUP TDR Group is a client-focused, general contractor specializing in the repair, restoration and renovation of occupied properties. Our clients include homeowners, homeowners associations, management companies, apartment owners, commercial property owners, home builders, engineers, architects, insurance companies and governmental entities. The scope of our work ranges from basic repairs to complex, multi-faceted projects.

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TexasDisasterRestoration.com • Emergency (214)227-7530 • Office (972)247-1511

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Community.

Well Served.

Knowledge. Expertise. Value.

What Are You Looking For in a Management Company?

When it comes to protecting the value of your neighborhood, consider a company that: • Adheres to the highest ethical standards • Possesses an outstanding reputation and more than a third century of experience • Employs top-notch, professionally qualified staff • Strives to enhance the appeal and value of your property CMA serves a wide variety of communities including single family, masterplanned communities, townhomes, mid-rise, mixed use communities and commercial/retail properties.

Founded in 1983, CMA has grown to be one of the largest locally owned management companies in the Metroplex.

Contact: Jean Sloan (972) 943-2848 or visit us online at: www.cmamanagement.com

AAMC

ACCREDITED ASSOCIATION MANAGEMENT COMPANY

Community. Well Served.

RTI/Community Management Associates, Inc. Corporate Office: 1800 Preston Park Blvd., Suite 200, Plano, TX 75093

©2020 RTI/Community Management Associates, Inc. All rights reserved.

CONTACT | SUMMER 2021 • 27

Efficient Association Audits

by Jeremy Newman, CPA

Associations with December 31st year ends make up a large share of annual audits. There is often intense pressure on managers, accounting departments and audit firms to complete accurate and complete audits in a timely fashion. Completing an efficient audit requires strong communication and sharing of information.

SIGNED ENGAGEMENT LETTER

CPA audit engagement letters should be approved by the Board for all audits. Signing the contract well before the association’s year end will provide more time for the CPA to plan and prepare for the audit, and more time for the client to assemble supporting reports and documents.

DOCUMENTS AND REPORTS NEEDED FOR AN AUDIT

A lot of documents and reports are common for most associations; however additional information will be needed as circumstances dictate. Typical information and documents include: 1. Governing documents 2. Prior year audit and tax return 3. Communication with the previous auditor as applicable 4. Reserve study 5. Budget 6. Board meeting minutes 7. Correspondence with the Association’s legal counsel 8. Shared cost agreements 9. Cost center details 10. Correspondence with governmental agencies 11. Special assessment information 12. Loan agreements.

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An association’s accounting department generally provide the following reports, and access to information: 1. Year-end financial reports

a. Balance sheet

b. Statement of revenue and expenses (often referred to as budget ariance reports)

c. Bank statements and bank account reconciliations

d. Aged receivables and prepaid assessments report 2. General ledger 3. Check register 4. Financial reports for the periods after the year end date.

5. Access to paid and unpaid invoices

ACCRUAL VERSUS NON-ACCRUAL

Presenting audited financial statements in accordance with U.S. Generally Accepted Accounting Principles often requires auditors to record certain adjustments to the financial reports prepared by a management company.

Management companies prepare monthly financial reports using the cash basis of accounting, modified accrual basis, or the accrual basis.

Under the cash basis of accounting, income reflects money received and expenses represent money spent. Assessments receivable and accounts payable are not presented on the balance sheet. As part of the audit, the CPA proposes adjusting journal entries including recording a bad debt allowance and any amounts payable to vendors for unpaid invoices.

Modified accrual basis accounting generally records assessment revenue when assessments are billed (accrual basis). Expenses are generally accounted for on the cash basis (as above).

Using the accrual basis, financial reports include assessment income when billed, and expenses using invoice dates rather than payment dates.

COMPLETENESS OF RECORDS FOR THE AUDIT

Often, the success of an audit can be measured by the completeness, accuracy, and timeliness of the audit and audited financial statements. Efficiency requires full, complete and timely access to accounting records and documentation.

CASH!

Cash is one of the most critical audit areas. Cash, meaning all petty cash, bank accounts, and investment accounts. Together with the general ledger, bank and investment account statements can act as a roadmap of an association’s financial activity. For accounts where statements are not provided by the banking institution, an auditor will generally require an independent confirmation of the account balances as of the year end date. In terms of efficiency, this situation is often one of the main hurdles to completing audits on time. CPA’s can verify account balances in various ways. The most common method is to transmit an account confirmation/verification form to the banking institution. Banks require confirmations to be signed by an authorized signer on the account. It is imperative that signature cards are updated whenever signers change. Excessive time can be spent transmitting the confirmation forms to the board, waiting for a signature, sending the form to the bank, then waiting for a response from the bank. Many times, audits are nearly complete, but cannot be released until the banking institution returns a signed completed confirmation to the auditor.

REPRESENTATION LETTER AND FINAL AUDIT

Upon completion of the draft audited financial statements, the board reviews the audit report together with a representation letter. The client representation letter confirms management’s and the board’s representations, oral or implied, during the audit, and upon signature, the auditor will release the final audit report for distribution.

Jeremy Newman, CPA is the owner of Newman Certified Public Accountant PC and provides audit and tax services for community associations. jeremy@hoacpa.com www.hoacpa.com

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McKenzie Rhody has represented thousands of homeowners and homeowners associations affected by defects in their townhomes,

Member of the Community Association Institute

condominiums, lofts, high-rises and single-family homes.

– Balconies – Patios – Expansive Soils – Roof Defects – Structural Defects – Foundation Defects – Water Intrusion – All Other Construction Defect Claims

If you believe construction defects exist at your project, call (800) 996-1770 for a FREE initial investigation or visit us at mrcdlaw.com for more information.

Serving the Dallas Metroplex and all of Texas | (469) 587-6800 | www.mrcdlaw.com 30 • CONTACT | SUMMER 2021

WHAT’S IN YOUR POND WATER? Most of the issues lake or pond owners and managers will face can be traced to an imbalance in the water quality. SOLitude begins with strategies to establish a baseline understanding of the current conditions to develop a water quality restoration program tailored to your specific needs and goals. This approach increases long-term success to achieve ecological balance and sustainability.

Download our FREE Report - 8 Questions to ask when hiring a lake and pond management company solitudelakemanagement.com/questions

Restoring Balance.

Enhancing Beauty.

855-534-3545 • solitudelakemanagement.com

For a full list of our services, visit solitudelakemanagement.com/services CONTACT | SUMMER 2021 • 31

S E R VICE SUCCESS IN MANAGEMENT – MEETING RESIDENT EXPECTATIONS

by Lisa Tonnar, CMCA, AMS

As a community manager it is easy to get caught up in the fast-paced world of homeowner’s associations. Bouncing from project to project and fire to fire, it’s easy to forget that our number one priority is customer service. A large part of customer service is empathy, knowledge and responsiveness.

Regardless of your position within the management company, your job, and that of your management company, relies upon your responsiveness and customer service skills.

The easiest way to build trust is to be responsive to your customers so they have confidence that you care about their concerns. If possible, answer the phone when it rings. This doesn’t mean that you should drop whatever you are doing every time the phone rings, or you receive an email. Being responsive means prioritizing your work load and having pre-set periods of time during the day to answer and return phone calls and emails.

Most of us have heard the adage, “Practice makes perfect.”

Practice doesn’t make perfect, perfect practice makes perfect.

The same goes with how you answer homeowner complaints and enquiries. How you respond matters. It is a good practice to avoid giving short answers. Too quick or too short answers may lead a homeowner to feel as if their issues aren’t important to you. Emails can easily be mis-interpreted so it is important to start with a friendly greeting and end with an offer to assist should there be any concerns that were not fully explained or understood.

Federal, State and Local laws mandate certain rules and restrictions and there will be situations where the answer 32 • CONTACT | SUMMER 2021

must be “no”. How you say “no” really matters. At least take the time to explain to the resident why their request must be denied.

If possible, try to recommend options that would work for both the homeowner and the homeowners association.

It is the community manager’s role to meet reasonable expectations. This became a huge challenge with COVID-19 restrictions. Pools and parks were closed due to mandates and social interactions were discouraged.Those living in communities who pay a premium for lifestyle amenities and services were upset with the restrictions and didn’t understand them. Most managers heard “Since we can’t use the facilities, why aren’t our maintenance fees reduced?” more than once.

There will be situations where you will need to seek legal counsel.

Staying informed of changing laws and mandates will help you make better decisions and give you the knowledge to respond appropriately to your residents.

Managing a community and living in one are two different things.

When you live in a neighborhood, you pay fees for amenities and services. You have expectations that the amenities will be available to you when you would like to use them. Homeowners can resent having their homeowners association tell them what they can and can’t do with their homes. Empathize with your residents by trying to put yourself in their position. If you can understand how you would feel in their position and how you would want to have a problem resolved, you can better relate to your homeowner and help you meet their expectations.

Committed to communities For more than 35 years, we have provided solutions specifically designed to meet the needs of property management companies and community associations. You can count on us to be your trusted partner. BBT.com/AssociationServices. n n

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Alan Alanis, VP / Relationship Manager 512-482-0103 | AAlanis@BBandT.com BB&T now Truist. Truist Bank, Member FDIC. Loans and lines of credit are subject to credit approval. ©2021 Truist Financial Corporation. All rights reserved.

CONTACT | SUMMER 2021 • 33

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Commercial Landscaping to Make You Look Your Absolute Best Reliable Solutions • Beautiful Properties • Lasting Impressions

Landscape Maintenance

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Irrigation & Water Management

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214.634.0806

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yellowstonelandscape.com

Innovating community association banking solutions is our business, so you can focus on growing yours.

One of Forbes’ Best Banks in America Year After Year

Meet Your Community Association Banking Experts:

Specializing in:

Wendy Hazelwood Vice President (214) 837-7711 whazelwood@allianceassociationbank.com

No-Fee Lockbox Services

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Joanne Haluska, CMCA, AMS Senior Managing Director, Central Region (216) 314-9100 jhaluska@allianceassociationbank.com

Online Homeowner Payment Portal Lending Solutions 3 Extensive Deposit Solutions 4

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allianceassociationbank.com

Funds deposited through the Lockbox will follow Western Alliance Bank’s funds availability policy as outlined in the Deposit Account Agreement Disclosure. 2Fees may be imposed for additional services related to online banking. Refer to Business Online Banking Setup and Authorization for more information. 3All offers of credit are subject to credit approval, satisfactory legal documentation and regulatory compliance. 4Refer to the disclosures provided at account opening and the Schedule of Fees and Charges for additional information.

Alliance Association Bank, a division of Western Alliance Bank, Member FDIC. Western Alliance Bank ranks high on the Forbes “Best Banks in America” list year after year.

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A Resident Expert in your Landscape Creating a place that feels like home starts from the ground up. Enlist a skilled team with deep expertise in creating outdoor spaces that impress and ensure your community is a coveted place to live. With thoughtful planning and an unwavering attention to detail, we ensure your community’s goals are met and resident satisfaction is high.

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Develop

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Drew Dunn 817-430-4848 Drew.Dunn@brightview.com www.brightview.com

CONTACT | SUMMER 2021 • 37

SUPPORT STAFF MEMBER OF THE YEAR

Marisela Duarte - Goodwin & Company

VOLUNTEER OF THE YEAR –

Deena Still - Kerane Storz, PC

• 20+ years in Community Management

•

• Fun Facts - I love Fashion, I own a large collection of tennis shoes and hand purses.

7 years in the industry, with 2+ years as a property manager

•

Fun fact – In 1992, I met for lunch with Redskins Earnest Byner and Chip Lohmiller about their Financial Planning

•

Being in the industry for many years has given me the opportunity to experience several roles from Accounting to Community Management to Customer Relations. In my current role, I educate managers on the importance of holding builders accountable for construction defects that might otherwise cost homeowners special assessments.

• Being in the industry for many years has given me the opportunity to work in different roles from the Community Management to the accounting side. In my current role, I onboard all the new communities within the Dallas/Ft. Worth region.

Quote from Marisela: “We got this!” “…great example of what supporting staff is. Her knowledge is golden being in the industry so long. She is also willing to set things to the side to help out in any way possible, even when it not considered her job.”

Vanessa Viehe – Bob Owens Electrical • Four years with Bob Owns Electrical.

• Worked her way up from a part time position, to office manager, to her current role as Director of Operations.

“Vanessa has always taken care of our customers, making each one individually feel like they are our primary focus. She goes out of her way to keep them informed as to the status and timeline of their projects.”

NEWCOMER MANAGER OF THE YEAR

Benjamin Hardy – Goodwin & Company • 10 months now in the industry

• Fun fact - I’m a beer aficionado and I spend my freetime visiting breweries and supporting local business.

• Currently managing 19 properties. My role would be to advise and guide Associations to the best of my ability to help benefit not only the Association but the Communities they serve as well.

“Benjamin Hardy has come into the HOA industry motivated, eager and ready to tackle anything thrown his way.”

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“…she brings a unique element to the chapter, …Making connections is her passion.”

LIFESTYLE DIRECTOR OF THE YEAR

Ashtin Slovak Lantana (Insight Association Management) •

6 years in the industry

•

Currently manages a custom lifestyle program which includes events for all age groups and interests ranging in size and expnse, tailoring functions for specific interests or large scale events that allow residents to come together with activities for all to enjoy

•

Fun Fact: Recently funded a non-profit with two long time friends - “Texas Good Deeds Project”

“Ashtin has had a vision for the community and the residents, and within a year Ashtin took a minimal Lifestyle calendar and expanded the program that enables her to foster meaningful and personal connections that extend far beyond the yearly event calendar.”

TO OUR 2021 CAI GALA WINNERS COMMUNITY SPIRIT

Category II HC Pinnacle Club HOA

Silverado Community Association

•

Located in Mabank, TX

• Located in Aubrey, TX

•

Managed by Goodwin & Company

• Managed by Assured Association Management • This master-planned neighborhood is located in the genuine, quaint town of Aubrey with neighborhood amenities which include a club house, park, pool, splash area, and playground with picnic area.

“2020 was tough on us all but the Silverado Community Association continued to offer events that were safe and promoted social distancing. This allowed owners to continue to have fun, get out into the neighborhood and feel like they are truly a part of a community.”

COMMUNITY OF THE YEAR

Category 1 – Greenway Parks HOA •

Located in Dallas, Texas

•

Managed by Goodwin & Company

Greenway Parks is a 150-acre Dallas neighborhood designed in 1927 by David R Williams. It was the first pedestrian-oriented community in Dallas and was designed in the “English commons” tradition of clustering houses around a series of open private parkways. It is located just 3 miles north of downtown and is bordered on the north by University Boulevard and on the south by Mockingbird Lane. Approximately 300 families call Greenway Parks home today. A central boulevard gracefully splits the neighborhood at either end creating two triangular neighborhood parks. The Streets flow east to west with eight broad, shared greenbelts parallel to and alternating with them. Noted architects who have designed significant homes in the neighborhood are O’Neil Ford, Howard Meyer, Charles Dilbeck, John Aston Perkins, and Ralph Bryan.

“This HOA is the oldest association in the Dallas area. It was established in the 1930s and you have families that have moved out of their parents home in this HOA to only buy in this HOA. You have members that have wanted to have 50 year reunions in the association.”

The community has waterfront, golf course or forest homesites. Neighborhood amenities include an 18-hole championship course and restaurant, full service clubhouse overlooking Cedar Creek Lake boasts a dining room and banquet facility, tennis court, fitness center and swimming pool. The Pinnacle Club is located just minutes from the towns of Mabank and Gun Barrel City. Both towns lie on the eastern edge of Cedar Creek Lake.

HC Pinnacle is a beautiful serene gate community on the Cedar Creek Lake with a golf course and clubhouse. The HOA is experiencing lots of growth, with many wanting to raise families away from the City, and choose to commute to Dallas for work. Always activities at the Golf Course or an event being held for lunch or brunch on the weekends.

Those who do not live in HC Pinnacle Club visit the community for golf, lake or dining at the clubhouse.”

Category III – Viridian Residential Association •

Located in Arlington, Texas

•

Managed by CCMC

The Viridian is conveniently located in Arlington, is about 20 minutes from both downtowns. Surrounded by wildlife, this community offers a 2,000 acre master plan including five major lakes, rivers, streams, and wetlands, as well as 500 acres of open space.

This community features an extensive list of impressive amenities including five pools, multiple parks, access to a private beach, sailing center, and much more. It’s all about engaging amenities and making it simple to build relationships with your neighbors!

“Sprawling luxury community in Arlington, Texas, that currently provides an amazing lifestyle to approximately 1,700 occupied homes. The management team has over 180 lifestyle events on the 2021 annual lifestyle calendar.

In addition to the events, we offer over 500 fitness classes annually and over 40 different social club events.”

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TO OUR 2021 CAI GALA WINNERS ...continued

Category V 2220 Canton Lofts Condominium Association • Located in Dallas, Texas

MANAGEMENT COMPANY OF THE YEAR

Insight Association Management •

Insight Association Management specializes in single family homeowners’ associations and master planned communities. Possessing all the skills and knowledge necessary to provide quality management for your community.

Insight’s main focus is to make sure they are prepared not only for today’s community needs, but for future needs as well. They have implemented top-tier systems and software providers in the industry to ensure their services exceed that of their competitors.

•

Customer service sets Insight apart from other companies. Their staff is focused on ensuring quality, integrity and reliability in all they do. Helping to forge strong relationships with their clients as well as the residents in the communities they manage.

• Managed by Goodwin & Company • 2220 Canton is true loft living in a warehouse just outside of Downtown Dallas a few blocks from the Dallas Farmer’s Market. The building has a vast history stemming from the roaring 1920s when it was constructed in 1925 by Olive and Myers Company.

Westdale purchased the building in 1992 with the intent of creating one of the first lofts in Dallas. Although other developers have constructed new lofts few buildings compare to the charm of 2220 Canton.

“The board members of 2220 Canton Lofts are dedicated to putting in as much time and effort into their roles as is needed for their community to function optimally and be the most beautiful and safe community that it can be.

They communicate regularly and work closely with both the on-site staff and residents. During the recent freeze, the residents of Canton Lofts contributed funds to help out their concierge to have his family moved into a hotel when they lost power. The community is truly one that looks after one another and cares that each member is taken care of.”

BUSINESS PARTNER OF THE YEAR

“Insight Association Management is a rarity. It is uniquely structured to provide its customers with a solid onsite management experience without the cost of an onsite community manager. This is a result of the owner having a vision of how to improve the industry and then skillfully executing his vision.”

COMMUNITY MANAGER OF THE YEAR

Classic Construction and Restoration Inc.

Jennifer Powers Goodwin & Company

Classic Construction & Restoration is a family-owned, full-service general contractor.

The Painter family has proudly been serving the Dallas-Fort Worth metroplex for over 90 years. Classic Construction & Restoration specializes in catastrophic losses as well as providing 24-hour emergency care. No project is too big, or too small.

•

This July marks eighteen years in the industry.

•

Fun fact- I met & had breakfast with Yasser Arafat and King Hussein in Jericho in 1999.

•

I manage the Dallas-Fort Worth office developer services team. Together, we manage 32 active development accounts with an additional four having been transitioned to homeowner control.

“On Time. On budget. That’s Classic!”

“Just an overall joy and a great heart. So much knowledge in one person. Always willing to teach and provide insight to upcoming managers and even to seasoned managers.

She will go over and beyond for a client and for her fellow coworkers.”

“Classic has the best response time. After the cold snap all we had to do is pick up the phone and they were there for us.”

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Your Full Service HOA Partner

We specialize in construction, renovation,and property maintenance All major trades in-house, including: Roofing, Plumbing, Electrical, AC & Heating

Located in the DFW area, Globus offers 24/7 support

972-494-1600 support.

972-494-1600

globusmanage.com gloanage.com License license##M40988 M40988TECL175503 TECL175503TACLB00048137E TACLB00048137E

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THE KEY TO A THRIVING COMMUNITY

RealManage provides the most comprehensive management solution available with the tools, technology, and industry experts your community deserves.

•

Secure Cloud-Hosted Portals for Boards

•

Financial Management including Tax and Audit Management

•

Homeowner/Resident Support

•

Deed Restriction Management

•

And So Much More...

RealManage.com | (866) 403-1588

Phone: Phone:713•783•1021 713•783•1021 4801 4801Woodway, Woodway,Suite Suite470E 470E| |Houston, Houston,TX TX 77056 77056

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MEMBERSHIP

REPORT New Members

Mr. Hamid Bahadori (214) 455-4131 hamid@essexhoa.com Ms. Shelly Hughes (214) 212-5542 shellyh9051@att.net Thomas Johnson (817) 584-2980 thomasjohnson2025@yahoo.com Mr. Matthew Keller (214) 363-9843 athena.manager@icirealestate.com Tamara Moore (703) 565-7221 tamarareneemoore@gmail.com Ms. Jenifer Reider (469) 203-7901 jenifer.reider@fsresidential.com Mr. Claret Villareal Valera, CMCA (916) 793-1827 claret.valera@gmail.com Mrs. Jennifer L Anderson 4CSONS Group, LLC DBA 4Sight Property Management (469) 287-8583 (3484) jennifer@4sightpm.com Allana Buick & Bers, Inc. (ABB) Mr. Kelly Conley (972) 832-0983 kconley@abbae.com Ms. Angela Glass Associa-PMG of North Dallas (214) 368-4030 angela.glass@principal-mgmt.com Ms. Jennifer Kucinsky Associa-PMG of North Dallas (214) 368-4030 jkucinsky@principal-mgmt.com Ms. Joy Love Associa-PMG of North Dallas (214) 368-4030 joy.love@principal-mgmt.com

Mr. Isaac Ramos Associa-PMG of North Dallas (214) 368-4030 isaac.ramos@principal-mgmt.com

Mr. Blake Bombere PMG Houston-Houston (713) 329-7100 bbombere@principal-mgmt.com

Blue Hawk Management Mr. Chris Broach, CMCA, AMS, PCAM (972 658-0841 cbroach@bluehawkmgmt.net

Ms. Melissa Ann Howell RealManage (855) 877-2472 melissa.howell@realmanage.com

Ms. Loura K. Sanchez, Esq. Burg Simpson Eldredge Hersh & Jardine, P.C. (303) 792-5595 lsanchez@burgsimpson.com

Ms. Gwen Lancaster RealManage (855) 877-2472 gwen.lancaster@realmanage.com

Ms. Beth Direnzo CCMC (469) 926-3510 bdirenzo@ccmcnet.com

Ms. Marnie Moore RealManage (855) 877-2472 marnie.moore@realmanage.com

Mr. Thomas Giovannini Clients First Landscape Solution (469) 531-9071 Thomas@cflandscapes.com

Ms. Cassie Rentiera RealManage (855) 877-2472 cassie.renteria@realmanage.com

Ms. Lorean Dillard Firewheel Farms No. 2 HOA (972) 414-6339 dillardschool@yahoo.com

Ms. Valarie Sharrow RealManage (813) 629-2547 valarie.sharrow@realmanage.com

Ms. Lori Larson Firewheel Farms No. 2 HOA (972) 414-6339 garlandgirl75044@gmail.com

Ms. Glenna Sommer RealManage (855) 877-2472 glenna.sommer@realmanage.com

Ms. D’Ann Lindwood Firewheel Farms No. 2 HOA (972) 414-6339 baad4u@tx.rr.com

Mr. Phillip Nieman, RS Sparrow Civil (214) 762-6950 ptnieman@gmail.com

Ms. Barbara McCoy Firewheel Farms No. 2 HOA (972) 414-6339 bwmccoy2001@yahoo.com

Mr. Richard Sweyer Vantaca, LLC (910) 239-1311 dave.sweyer@vantaca.com

Ms. Lorraine Revelle Firewheel Farms No. 2 HOA (972) 414-6339 lorrainerevelle@ebby.com Mr. Gregory Garrison Pappas Roofing and Construction (469) 744-4802 ggarrison@pappasroofing.biz

CONTACT | SUMMER 2021 • 47

MEMBERSHIP

REPORT

Renewed Members

Mrs. Bernadette Lynn Chiancone, AMS Mr. James Webster Heck, II, CMCA, AMS, PCAM Oscar Pedrajo Kathryn Quinn Mrs. Tami Smith, CMCA, AMS Ms. Rebecca Tarpley, CMCA, AMS, PCAM Mr. Ian Lanakila Williams Mr. Colby Gschwend, CMCA Ms. Michele Drain, CMCA, AMS Ms. Michele Hernandez, CMCA, AMS Mrs. Nicole Zaitoon Mr. Steven C. Grant, RS Mr. Darius Bow Mr. Patrick Brensinger, CMCA Mr. Andrew Brock Mr. John Krueger Mr. Jose Maldonado Ms. Michelle O’Keefe Mr. Trevor Chadwick Ms. Janel Dolan Jones Mr. George Locus Ms. Anita Mcaloon Mr. Alan Alanis Ms. Kristie Gray Mr. Kevin Bobb, RS Mr. James H. Hazlewood, Esq. Ms. Sanara Branam Mrs. LaWanda Brannon, CMCA Mr. Christopher Bushman Ms. Shonna Camacho Mr. Mathew J. Eberius Mrs. Ivy Garza Miss Rachel R Gatlin, CMCA, AMS Mr. Robert Harvey, Jr., CMCA, AMS, PCAM Ms. Tammy Hatter, CMCA, AMS, PCAM Ms. Esther Marie Herrera Mr. Christian Judy Mrs. Catherine Cora Kemp Mrs. Jillian Meers, CMCA, AMS, PCAM Ms. Dondi Cherie Morse, CMCA Mr. Brandon Norman, CMCA, AMS Mrs. Jamie M Patterson, CMCA Mr. Marcus Orlando Robinson Ms. Candice Roy Mr. Edward Samuel Simon, CMCA, AMS Ms. Dodie Slama, CMCA, AMS, PCAM Mrs. Cindy Spillane, CMCA, AMS, PCAM Mr. Ronald E. Stephens, CMCA, AMS, PCAM Ms. Marty Whitaker, CMCA Mr. Brett Wiklund, CMCA, AMS, PCAM Mrs. Alyssa Wilson, CMCA Mr. Brock Wright Ms. Carol Moore Moran, CMCA, AMS Mr. David Dotson, RS 48 • CONTACT | SUMMER 2021

Ms. Brandy Adams, CMCA, AMS Mr. Jeremy Mayes, CMCA Mr. Daryl Roberts Mrs. Katy Metcalfe, CMCA, AMS Mr. Louis Ellis, Jr., CMCA Mrs. Cindy Lynn Martin, CMCA, AMS, PCAM Ms. Barbara Thomas, CMCA Ms. Sandra Gotterup Ms. Alicia Speer Ms. Annette McCracken Mr. Scott Henderson Mr. Jeff Higgins Mr. James Garner Ms. Lisa Brinkerhoff Carla Thompson Mr. Steve Dawson Mr. Barry Jones, CMCA, AMS Mr. David Robert Baer, CMCA Ms. Alison Kronebusch Ms. Terry L. Jones Ms. Lois Ann Bray, CMCA, AMS Ms. Rita Kerkman, CMCA, AMS Mr. Franklin Wayne Murray, Jr. Mr. Brandon Gould Mrs. Lynne Sadowski Mr. Danny Rolf Mr. Nik Clark Mr. Robert M. Blend, Esq. Mr. Keith Adams Mr. Harold Gold Judy Haven Mr. David Levey Mr. William Stewart Powell Ms. Sheila Lustfield, CMCA, AMS Mr. Scott Spilker, CMCA, AMS Mr. David Gaona Mrs. Saundra Guest Ms. Elizabeth Henfling Mrs. Jackie Sawyer Mr. Martin Sinise Mrs. Kimberly Musser, CMCA, AMS Ms. Cathi Sleight, CMCA Ms. Krystal Mann Ms. Dana Sanchez, CMCA, AMS Mrs. Mallory Nombrano, CMCA Mrs. Katrina Swindle, CMCA, AMS

Rejoined Members

Mr. Steve Adam Byrd, Jr. Ms. Jacque Jagger Mr. Joseph Cook, CMCA, AMS, PCAM Mrs. Jeannie Marie Harvey, CMCA Mr. Brian Wiedenhoeft Mr. Gary L. Gooch Ms. Connie J Kindle, CMCA Mr. Charles H. Johnson Mr. Chuck Lundin Mr. Steve Tharp Mrs. Dedie Salisbury, CMCA Mr. Joey Carona, AMS, PCAM Mrs. Melanie Gonzalez Mr. Chris Harrison, PCAM Mrs. Kristina Elyese Wynn Ms. Pam S Pinzone Mr. Mark Valls Mrs. Jordan Velazquez, CMCA, AMS Miss Nicole Lee Carciofini, CMCA, AMS, PCAM Ms. Abby Shrigley

MEMBERSHIP

REPORT

New Designations

Congratulations to our fellow CAI members who achieved new designations!

Ms. Rebecca Tarpley, CMCA, AMS, PCAM Ms. Shanea Nicole Grisby, CMCA, AMS Ms. Sonya E Mokry, CMCA, AMS, PCAM Mr. Brian Schoolcraft, CMCA, AMS Ms. Crystal Avendano, CMCA, AMS Mr. Brandon Norman, CMCA, AMS Mrs. Dedie Salisbury, CMCA Ms. Krystal Chambless, CMCA Ms. Susan Atkinson, CMCA Ms. Amanda Chapman, CMCA Mr. Dustin D Harrison, CMCA Mr. Phillip Nieman, RS

PCAM AMS PCAM AMS AMS AMS CMCA CMCA CMCA CMCA CMCA RS

2/26/21 3/30/21 2/26/21 2/10/21 3/12/21 3/12/21 2/25/21 3/18/21 2/1/21 3/23/21 2/8/21 3/3/21

***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. ***Professional Community Association Manager (PCAM®) The pinnacle of community association management. The PCAM designation is the highest professional recognition available nationwide to managers who specialize in community association management. Earn your PCAM and join the elite—the select—the best.

Recommended for experienced managers who want to demonstrate advanced skills and knowledge and who wish to be recognized as one of the best and most experienced managers in the nation. ***Reserve Specialist (RS®) Community associations rely on qualified reserve specialists to assist them in extensive reserve planning to keep their communities running smoothly. Gain the confidence of board members by obtaining the Reserve Specialist® (RS®) designation.

The RS designation is awarded to qualified reserve specialists who, through years of specialized experience, can help ensure that community associations prepare their reserve budget as accurately as possible.

CONTACT | SUMMER 2021 • 49

Put the power of more than 20 years of engineering experience to work for your Homeowners Association (HOA): Reserve Study - a clear road map that helps your HOA budget maintain its assets and assure stability for your association Transition Study - to confirm that you are getting what you should be receiving when your association takes over Construction Monitoring - the HOA's advocate on the construction site Consulting Services - evaluate site issues and create specifications to help field proposals from contractors Criterium Dotson Engineers 972-562-1011 info@criteriumdotson.com www.criteriumdotson.com 50 • CONTACT | SUMMER 2021

The Answer to Security Cameras at Your HOA Pool THE SECURITY YOU NEED At HOA community pools, playgrounds, and gates ONE-OF-KIND LEASE PROGRAM Means it’s affordable and we take care of the headaches of upkeep SECURITY CAMERAS WITH GREAT IMAGE QUALITY Capture video images in your neighborhood without the cost of an internet connection POOL CAMERAS AS A USEFUL TOOL Discourage trespassing, protect against vandalism, enforce pool rules, and encourage clean-up after gatherings GET 24/7 SECURITY Every day of the year without the large cash outlay of a purchase

We Specialize in Security Cameras for HOA Pools and Playgrounds

1-844-314-2233 / Info@OnGuardCameraSystems.com

HOA Specific Night

Affordable Security Cameras

CONTACT | SUMMER 2021 • 51

Serving North Texas Since 1991

Texas’ most highly qualified lake and pond management company serving all of Dallas/Ft Worth and surrounding areas

Our Services

Our Staff

• Aquatic Vegetation Control

• Biologists with over 60 years

• Mosquito Control

of combined experience on staff

• Pond Sediment Surveys

• TDA Licensed Applicators

• Fish for Stocking

• SePro Preferred Applicators

Magnolia Fisheries • 217 N Coppell Rd • Coppell, TX 75019 972-724-0071 • www.magnoliafisheries.com • info@magnoliafisheries.com

Fountain and Aeration Products and Services Since 1997 We sell and represent all major fountain manufacturers, including Aqua Control, Aqua Master, Airmax and Kasco Marine. We are the world’s largest Aqua Control distributor. Our services include: • Fountain and Aeration Installation • Waterfall Pump Sales and Installation • Solar and Wind Aeration Products

• Fountain and Water Aeration Preventive Maintenance Programs • Troubleshooting and Repair Services for All Brands

Lone Star Fountains • 217 N Coppell Rd • Coppell, TX 75019 972-471-3810 • www.lonestarfountains.com • info@lonestarfountains.com 52 • CONTACT | SUMMER 2021

CONTACT | SUMMER 2021 • 53

14070 Proton Road, Suite 100 Dallas, TX 75244

Convenient, secure protection for your excess funds.

Save time and money with these community association offerings.

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