Community Contact | Fall 2023

Community

Fall 2023

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

www.dfwcai.org

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Community

CONTACT Fall 2023

Sponsors Luncheon Recaps Neighborhood Happenings Bowling Tournament Photos Membership Report

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How to Implement a 3-Step Approach

10

The Call of Nature:

16

Captivating Christmas Light Trends

30

How You Can Safeguard Your Community

32

Floral Pop

38

TO SAFER NEIGHBORHOODS

WHY PET OWNERS SHOULD PICK UP AFTER THEIR DOGS

FOR VIBRANT COMMUNITIES

TLAC Summary of the 88th TX Legislation 42 SESSION

Navigating Community Association Directors 46 AND OFFICERS CLAIMS

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 | FALL 2023 • 3 claimed as trademarks. Use of a term in this publication should not be regarded as affecting the validity of any trademark or service mark.

2023 BOARD OF DIRECTORS President Joe Veach Globus Construction Group jveach@globusmanage.com President-Elect Olivia Hurtado, CMCA First Citizens Bank olivia.hurtado@cit.com Vice President Wendy Hazelwood, CMCA Alliance Association Bank whazelwood@allianceassociationbank.com Treasurer Diana R. Larson, AMS, PCAM Assured Association Management, Inc. dlarson@assuredmanagement.com Director Leah K. Burton, Esq. Steptoe & Johnson, PLLC leah.burton@steptoe-johnson.com Director Madan Goyal West Park Homeowners Association goyaltexan@hotmail.com Director Mark Norton, AMS, PCAM Insight Association Management, Co. AAMC mnorton@insightam.com Immediate Past President Chris Broach, CMCA, AMS, PCAM Blue Hawk Management cbroach@bluehawkmgmt.net

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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THANK YOU TO OUR

2023

SUPER SPONSORS

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DIAMOND SPONSORS Alliance Association Bank CCMC Clients First Landscape Solutions RTI/Community Management Associates, Inc. “CMA”, AAMC First Citizens Bank Insight Association Management, AAMC Kerrane Storz, PC McKenzie Mena, LLP Neighborhood Management, Inc., AAMC Roberts Markel Weinberg Butler Hailey, PC RTC Restoration & Glass, Inc. Staying-A-Float Lifeguarding (S.A.F. Guarding) Shepperd Construction Steptoe & Johnson, PLLC Vensure Group PLATINUM SPONSORS Advanced Association Management Association Insurance Partners Brightview Landscape Services Cardinal Strategies Five Star Pools Globus Construction Group Kilowatt Partners Robert’s Pool Service Scarbrough, Medlin & Associates Timothy, DeVolt & Company, P.C.

SILVER SPONSORS Association Reserves - Texas Bob Owens Electric Co., Inc. Castle Group Classic Construction & Restoration Landscape Professionals of Texas Master Systems Courts PMP Management - Texas Riddle & Williams, PC BRONZE SPONSORS Allegra Marketing Print Mail Charles Taylor Engineering Technical Services Kraftsman Commercial Playgrounds and Waterparks Next Door Painting RealManage Reconstruction Experts Reserve Advisors, LLC Texas Disaster Restoration EDUCATION SPONSORS ARSM (Advanced Roofing & Sheet Metal) Cavalry Construction CTB Multifamily Services Randolph-Brooks Federal Credit Union Winstead PC

GOLD SPONSORS Action Property Management Henry Oddo Austin & Fletcher, P.C. Horizon Emergency Services Koper Outdoor Pacific Western Bank The Playwell Group Popular Association Banking SOLitude Lake Management Symphony Risk Solutions, LLC Truist Association Services Yellowstone Landscape Services

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

2023 DFW CAI COMMITTEES Ambassadors of Fun Joeline Simien

Legal Forum Kate Kilanowski

Community Affairs Deena Still

Magazine Tracy Wolin, CMCA, AMS, PCAM and Katy Hutchison

Expo Jenna Abernathy & Deena Still

Membership Cindy Martin, CMCA, AMS, PCAM

Gala Mark Norton, AMS, PCAM

Programming Deena Still and Jamie Patterson, CMCA, AMS

Golf Tournament David Garrett and Andy Babbitt, CMCA, AMS, PCAM

Sporting Clays Scott Sieck

High Rise Managers Forum Christopher Glennon and Jenifer Reider CONTACT | FALL 2023 • 7

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

With a strong commitment to the community management industry, backed by sizable national resources, Alliance Association Bank provides an unmatched level of expertise and responsiveness. Our customer-focused approach means you get a dedicated, experienced relationship manager— a single point of contact—to help with your unique needs so you’re able to focus on what matters most: your business and your customers.

Specializing in: No-Fee Lockbox Services1

Online Homeowner Payment Portal

ConnectLive TM Software Integration

Lending Solutions3

Full Online Banking Services2

Extensive Deposit Solutions4

Meet Your Community Association Banking Experts: Wendy Hazelwood, CMCA Vice President (214) 837-7711 whazelwood@allianceassociationbank.com Joanne Haluska, CMCA, AMS Senior Managing Director, Central Region (216) 314-9100 jhaluska@allianceassociationbank.com

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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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Why Choose Alliance Association Bank: Alliance Association Bank has over 50 years of combined experience meeting the unique and complex banking needs of community associations. This experience, combined with our financial strength and stability, make Alliance Association Bank a key financial institution to build an alliance with to grow your business. Alliance Association Bank is a division of Western Alliance Bank, Member FDIC. As one of the country’s top-performing banking companies, Western Alliance was #1 best-performing of the 50 largest public U.S. banks in the most recent S&P Global Market Intelligence listing and ranks high on the Forbes “Best Banks in America” list year after year.

One of Forbes’ Best Banks in America Year After Year

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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

CONTACT | FALL 2023 • 9

How to Implement a 3-Step Approach to Safer Neighborhoods

By Amberly Harper | Amberly.Harper@flocksafety.com

In 2021, more than 400,000 burglaries were reported at residential homes, with the average loss from a residential burglary being $7,937.

A study from UNC Charlotte found that when selecting a target, most burglars said they considered signs of increased security – including outdoor cameras or other surveillance equipment. The study also found that approximately 83 percent said they would try to determine if an alarm was present before attempting a burglary, and 60 percent said they would seek an alternative target if there was an alarm on-site.

These figures serve as a reminder of the importance of implementing effective security measures to protect your home and those inside.

While individual home security systems play a vital role in keeping your home safe, neighborhood-wide security provides an additional layer of protection and evidence – in the unfortunate event that you need it.

Safety is often achieved with a layered approach. Take safe driving for example – abiding by posted speed limits, buckling your seatbelt, and removing distractions all play a role in keeping you and others safer on the road. By exploring the benefits of both individual and neighborhood-wide security measures, you can establish a comprehensive approach to create a safer community.

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Step 1: Individual Home Security

Overall, taking neighborhood-wide security measures can

Protecting and securing your home can include many options.

lead to improved property values and a greater overall sense of

From doorbell cameras to sirens to cameras, there are a plethora

community safety and well-being for everyone.

of options that offer significant benefits for homeowners.

Step 3: Layering The Benefits of Personal and Neighborhood

Doorbell cameras provide a sense of control and convenience

Security

by allowing homeowners to monitor their property remotely

While personal and community security both have their

and receive real-time notifications when someone approaches

own merits, the layered effect amplifies the benefits of both.

their door. This technology can also act as a visual deterrent to

Neighborhood-wide security acts as the first line of defense,

potential intruders or package theft, as they become aware that

making it more difficult for criminals to target the community;

their actions are being recorded.

while individual security systems safeguard your home and

Additionally, alarm systems with sirens can serve as a vital warning

capture additional details when it’s most important. Plus, the

mechanism, instantly alerting homeowners, and neighbors of any unauthorized entry attempts, deterring potential burglars and providing a higher level of security. Plus, many modern systems offer 24/7 monitoring by professionals who can quickly

combination gives the neighborhood a chance to partner together. From proactively starting a neighborhood watch group or starting a conversation at your next HOA meeting, a shared interest in community safety is a powerful force for deterring

alert local law enforcement to active threats.

crime.

Individual home monitoring cameras further enhance security

One example of the effectiveness of adopting a layered approach

by capturing footage that can be used as evidence in the event of a crime, assisting law enforcement in their investigations and increasing the chances of identifying suspects.

Ultimately, these individual home security measures empower you with a greater sense of protection and peace of mind whether you’re home or away.

Step 2: Neighborhood-Wide Security

to neighborhood security comes from Jefferson County, Missouri. In response to a porch pirate incident that occurred in the area, the combination of individual home security cameras and License Plate Recognition (LPR) cameras played a pivotal role in swiftly resolving the case.

Initially, the suspect was captured on an individual home security camera, which recorded the theft in action. The neighborhood’s LPR cameras also snapped an image of the suspect’s vehicle

Neighborhood-wide security options, such as gated entrances,

entering and exiting the area. By leveraging the information

security personnel, and license-plate reading (LPR) cameras,

gathered from both camera systems, local law enforcement was

offer numerous benefits for the entire community.

able to successfully identify and apprehend the perpetrator.

Gated entrances provide controlled access, restricting entry to

Another neighborhood in Liberty, Texas also decided to take

authorized individuals only. This helps deter criminals, while also

their safety to the next level by incorporating LPR cameras as

creating a sense of privacy within the neighborhood.

a proactive security solution. One of the residents, Mike Little,

Security personnel in the neighborhood can act as a visible

expressed his sentiment, stating, “Hopefully, nothing ever

presence, actively monitoring and patrolling the area to prevent

happens, but if it does, we can go back to look at the vehicles.”

crime and respond quickly if an incident does occur.

By implementing a comprehensive security strategy that combines

Finally, License Plate Recognition (LPR) cameras are an effective

the strengths of individual home security, neighborhood-wide

option for neighborhood-wide security, as these cameras capture

solutions, and neighbors with a shared interest in community

vehicle details and license plate information of all vehicles

safety, you can maximize your safety and peace of mind for all

entering and exiting the area. Vehicle information is crucial when

residents. By providing a more holistic picture of incidents that

it comes to investigating crime. Plus, some systems such as license

do occur, this layered approach enables the entire neighborhood

plate recognition cameras can automatically share information

to participate in creating a safer community, together.

with local law enforcement, sending alerts if a vehicle flagged for criminal activity enters the neighborhood.

CONTACT | FALL 2023 • 11

Lone Star Fountains offers the largest selection of fountain and aeration products and services in the DFW area Lone Star Fountains began in 1997 and quickly became the premier provider for fountain sales and service in North Texas. We sell and represent all major fountain manufacturers, including Aqua Control, Aqua Master, Airmax, Kasco Marine and Solar. We are the world’s largest Aqua Control distributor.

Our mission is to provide our clients with long lasting, quality products that are both functional and beautiful.

Our services focus on customer solutions that will give you the greatest return on your investment and time, and they 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 • Maintains a facility solely dedicated to fountain and aeration services and repairs • Is the only factory-certified service center for ALL major brands • All fountain technicians are highly trained and factory certified by ALL major brands • 3 service trucks fully stocked with parts to repair on site • 1 full-time shop technician • Fastest repair response time • Carries Professional Liability and Worker’s Comp Insurance

Contact Lone Star Fountains for a free estimate today!

Lone Star Fountains • 217 N Coppell Rd • Coppell, TX 75019 972-471-3810 • www.lonestarfountains.com • stan@lonestarfountains.com

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We Come Through When Others Won’t That’s why we’re the Texas reconstruction company of choice for hundreds of Forensic Engineers, Defect Attorneys, Property Managers, Building Owners, Insurance Adjusters, HOA Board of Directors, and Construction Managers across Texas.

Building Excellence in Texas Since 2014 We’re a full-service reconstruction company dedicated to delivering top-shelf results on

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each construction or restoration project we undertake. We take pride in our customer-centric approach and thrive on building relationships and consistently surpassing expectations.

Class A NASCLA Licensed General Contractor

14 • CONTACT | FALL 2023

ShepperdConstruction.com

TRUE TO OUR SHARED VISION Community associations and management professionals have something in common: they deserve a long-term relationship with a management company they can trust. Founded locally in 1983, CMA remains true to the vision that has set us apart for decades.

• We support the vibrancy and longevity of each neighborhood’s atmosphere and every staff member’s career by paying attention to what makes each one unique.

• We serve everyone ― customer and staff member alike ― with respect, integrity, and urgency, proving that a positive company culture exudes from the inside out.

• We work as a team. Our front-line managers are backed by corporate support staff (accounting, closing, customer care, and more) so they can focus on day-to-day community operations.

• We are problem-solvers and goal-setters. We’ve expanded entirely through referrals to become the largest privately owned association management company in DFW. Whether you want to contract with a new management team or ignite your career,we hope you’ll join us!

www.cmamanagement.com 1800 Preston Park Blvd., Suite 200, Plano, TX 75093

972-943-2800 CONTACT | FALL 2023 • 15

The Call of Nature:

WHY PET OWNERS SHOULD PICK UP AFTER THEIR DOGS IN FALL

By Julie Dickens, Owner DoodyCalls

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Fall is a season of enchantment, with its crisp air, vibrant foliage, and the comforting scent of pumpkin spice in the air. It’s a time when homeowners associations (HOAs) often witness an uptick in outdoor activities within their communities. However, along with the beauty of autumn comes an important responsibility for pet owners: picking up after their dogs. In this article, we’ll explore why it’s crucial for pet owners to be diligent about cleaning up after their furry companions during the fall season and how HOAs can educate residents about the importance of this simple act of responsibility.

1. Protecting Your Community’s Aesthetic Appeal

neighbors taking responsibility for their pets, it fosters a sense

As leaves begin to fall, they create a picturesque landscape,

of community pride and harmony. This positive atmosphere

but they also provide the perfect camouflage for pet waste.

can lead to stronger bonds among residents.

Unpicked dog waste can easily blend in with fallen leaves,

5. Complying with Local Regulations

becoming an unsightly and unhygienic problem for your

Many municipalities have ordinances that require pet

community. Encouraging pet owners to pick up after their dogs helps maintain the pristine beauty of your community’s common areas.

owners to clean up after their pets in public spaces. By educating residents about these regulations and the potential consequences of non-compliance, HOAs can help their

2. Minimizing Health Risks

communities avoid fines and legal issues.

Fall weather often means cooler temperatures and increased

6. Preventing Environmental Damage

moisture, creating a breeding ground for bacteria and

Pet waste contains harmful pollutants that can leach into the

parasites found in pet waste. As these contaminants seep into the soil, they pose health risks to both humans and other pets. Encouraging responsible pet ownership by promoting clean-up helps prevent the spread of disease and keeps your community healthy.

3. Preventing Slippery Surfaces

soil and water supply. During fall, when rain and moisture are more abundant, this becomes a greater concern. By picking up after their dogs, pet owners contribute to a cleaner and safer environment for all.

In conclusion, the fall season is a beautiful time for communities to come together and enjoy the outdoors.

Fallen leaves can cover uneven or slippery surfaces, making

However, it also presents unique challenges, including the

it easier for residents to slip and fall. Adding dog waste to

need for pet owners to be especially vigilant about cleaning up

the mix increases the risk of accidents. By encouraging pet

after their dogs. As property managers of HOAs, it’s crucial

owners to pick up after their dogs, HOAs can reduce the

to educate residents about the importance of this simple

chances of injuries and liability claims.

act of responsibility. By doing so, you not only enhance the

4. Fostering Positive Community Relations

quality of life within your community but also ensure that

A clean and well-maintained community is more appealing to residents and visitors alike. When homeowners see their

the autumn season of your neighborhood remains unspoiled for everyone to enjoy.

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Be Part of The

Moment

October 2-8, 2023 • The Colony, TX ASCENDA NTLPGA .COM Be part of the moment and scan the QR Code for access to an exclusive discount code, "DFWCAI", for your tickets. today!

The Ascendant LPGA benefiting Volunteers of America, located just north of Dallas, is the oldest LPGA Tour event in the state of Texas. One hundred thirty-three of the world's best female professional golfers will compete in The Colony, TX, vying for a $1.8 million purse. Our tournament mission is to be the premiere event in North Texas, serve as champions of Volunteers of America’s message, and create an atmosphere that is fun for the entire family.

18 • CONTACT | FALL 2023

A Full-Service Community Association and Business Law Firm

General Counsel | Aggressive Enforcement | Collections | Litigation/Insurance Defense | Alternative Dispute Resolution | Construction Defect Our Leadership

Gregory Cagle

Adam Pugh

Kate Kilanowski

737.261.0600 | www.caglepugh.com CONTACT | FALL 2023 • 19

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McKenzie Mena, LLP has represented thousands of homeowners and homeowners associations affected by defects in their townhomes, condominiums, lofts, high-rises, and single-family homes.

MeMber of the CoMMunit y AssoCiAtio n institute

CONTACT CONTACT | SUMMER | FALL 2021 2023 • 21

SAY GOODBYE TO ALGAE AND WEEDS WITH PROACTIVE POND MANAGEMENT No one wants to see unsightly algae and weeds covering their lake. Proactive and all-natural lake management solutions can help you get ahead of potential water quality issues, while reducing your environmental footprint. Avoid the frustrations of reactive management so your community can enjoy a beautiful lake year-round.

Scan Here To See All Our Natural Management Solutions

855.534.3545

Restoring Balance.

Enhancing Beauty.

Assessing community priorities is complicated

NO NEED TO GO IT ALONE

Our easy to understand reserve studies help your board make smarter, more confident decisions that support your community’s financial health.

For your reserve study proposal, contact us at (800) 221-9882 or visit reserveadvisors.com.

22 • CONTACT | FALL 2023

June, July, August, September Follow-ups

In June, we were joined by Bryan Glasshagel of Zonda for

Our breakfast meetings returned in August with a presentation

breakfast for our annual session on the Economic Snapshot of

by Betsy Allen-Manning focusing on how we could all “Reset

the DFW Home Market.

and Recharge!” She provided strategies on how to take control

Bryan Glasshagel leads the Texas advisory practice for Meyers

of your agenda, reduce stress, overcome burnout, and revive your

Research and Metrostudy. He has over 20 years of experience

zest for life!

in the real estate and banking industries and has directed strategic analyses of residential and commercial development opportunities and acquisitions throughout Texas and the United States, including major master planned communities, active adult housing, mixed-use projects, and commercial real estate developments. Prior to his current role, Bryan spent 10 years as an Executive Director in the Commercial Bank at JPMorgan Chase with a focus on commercial real estate and middle market lending and underwriting roles.

In July, chapter attorney members Clint Brown and Cass McKenzie provided our members with an update on the 2023 Texas Legislative Session.

And most recently, in September, we welcomed a panel of our own members to discuss Pond and Fountain Management, and provide guidance and insights on waterway budgeting, reserve planning, and pest management. Our speakers all stuck around for an informative question and answer session with property managers in attendance.

CONTACT | FALL 2023 • 23

Neighborhood Happenings Plano International Festival October 14th

Plano Food and Wine Festival October 21st

Greek Food Festival – Dallas November 3rd

Fort Worth – Fall Japanese Festival November 3rd

Frisco Christmas in the Square

Starts November 18th – through January 8th

Why Choose Advanced Roofing and Sheet Metal?

Since 1980, Advanced Roofing & Sheet Metal has provided quality craftsmanship to the roofs we install and service. With decades of experience and certifications from the largest roofing product manufactures on the market, ARSM ensures best in class roofing experience from start to finish. Give us a call to discuss your roofing needs or to schedule a free inspection and estimate!

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Our Annual Plan and Preventative Maintenance

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214-980-6592 24 • CONTACT | FALL 2023

texas.arsmusa.com

Christina McCafferty 972-539-8181 christina@associationtx.com SPECIALIZING IN

HOA AND CONDO INSURANCE

502 W. Oak Street | Suite 102 Denton, TX 75028

associationtx.com LET US BE YOUR PARTNER

when it comes to insurance!

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2023 TOURNAMENT

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Captivating Christmas Light Trends for Vibrant Communities In an era where community connections hold more significance than ever, the evolution of Christmas lights has taken on a new dimension. Beyond the traditional festive illumination, communities are now leveraging new trends to foster engagement, unity, and enrich community spirit. The future of holiday lighting promises not just brilliance but also a radiant sense of shared joy that lights up hearts and neighborhoods alike!

Giant Light Installations: Oversized light installations, such as larger-than-life ornaments, iconic holiday symbols, or even characters, are becoming increasingly popular. These installations become focal points within the community, making for great photo opportunities and elevating the overall aesthetic.

Social Media-Worthy Installations: With the prevalence of social media, communities are creating installations specifically designed for photo opportunities. These instagram-worthy displays encourage residents to share their experiences online, effectively extending the festive spirit beyond the physical location.

Immersive Light Trails: Many communities are designing immersive light trails that wind through parks, streets, or natural landscapes. These trails incorporate different lighting themes, creating a magical journey for exploration. It encourages residents to take leisurely strolls and connect with their neighbors.

Community Engagement Activities: Beyond the lights themselves, communities are organizing events and activities centered around the displays. This could include outdoor movie nights, caroling events, or hot chocolate gatherings to foster a sense of community and togetherness.

Christmas lighting goes beyond mere decoration; it has a profound impact on our mood and well-being.

The warm, festive, and visually captivating nature of these displays triggers positive emotions, reduces stress, promotes social interactions, and creates a sense of wonder.

Implementing these transformative Christmas light trends comes with its share of challenges. From budget constraints to coordinating resident preferences, communities face hurdles. To address these challenges: Start planning early Involve residents in the decision making process Set a clear budget to accommodate ideas and expectations Forge partnerships with local businesses for sponsorship to ease the financial burden As Christmas lights embrace an era of innovation, they offer communities a unique canvas to express their unity and holiday spirit. Integrating illuminated photo opportunities with HOA settings transcends the boundaries of decoration, promoting engagement and generating cherished memories!

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- Nicole Weiss, First Choice Lights

PREMIUM CHRISTMAS LIGHTING & DECOR 817-682-5262

CALL TO SCHEDULE AN ESTIMATE TODAY

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Free onsite design and estimates! Breathtaking displays installed with precision and maintained throughout the season. We remove and provide safe storage for next year. Rest easy knowing we are fully insured. Decor for purchase or rent. First Choice Lights: Delivering top-quality service since 2006.

Nicole@FirstChoiceLights.com CONTACT | FALL 2023 • 31

DISASTER MANAGEMENT The secret of crisis management is not good vs. bad, it’s preventing the bad from getting worse. - Andy Gilman, President & CEO of Comm Core Consulting Group Once in a Lifetime

Over the last three years we have experienced many "once in a lifetime historical events”. When the pandemic hit, we were all met with surprise and confusion. Our lives were turned upside down and we were stuck at home with little communications on how these changes would be rolled out, how long they would last, and what the future would look like. This was my wake-up call. I had been studying Disaster Management for years, but this was my first large-scale, handson event. I began making plans.

Months later life seemed to begin to return to some semblance of normality and then the big winter freeze hit, and we were left without electricity for over a week, the grocery stores were again bare, and it looked like life was uncertain once more. Here is what I've learned.

Prepare, Prepare, Prepare!

Prepare, prepare, prepare!

Understand your short-term needs.

Step one: I would have a Know who your allies are. Have a call generator ready for our list ready. Know your community common area clubhouse. and map out your route. Define your Additionally, I would have called communication tools and how you my contacts with the city and will implement them. Have your the EMS. They too would have insurance policies on hand. Know had back-up generators and in who your handicapped and speaking with them I learned disabled individuals are when they would loan them to us. possible. Have your to-go bags With that said, it is important to ready. note three things here. First, there are few governmental Looking back if I had the winter assistance generators so you freeze to do over again here is what must have your request in as I would do: 32 • CONTACT | FALL 2023

quickly as possible. Two, when notifying residents that the clubhouse is a common area they can warm up in, it is imperative to note you cannot call this area a "warming station". This implies certain legal liabilities.

Learning moment: (Know your terms and note your liabilities). Third, I would have called our NPO (Neighborhood Police Officer) to offer security to our clubhouse. Note: if an officer is

Amanda Duckworth, AMS, CMCA, PCAM

working an area and a "state of emergency" is called the officer is likely to stay stationed permanently at the location they are at when the call goes out.

Next, knowing my community and through mapping out my routes, I had already come to an agreement with the local school district. They were kind enough to offer to use their school buses to pick up and drop off our handicapped and disabled individuals and route them to actual warming stations.

Next, I would have called our insurance providers immediately to begin claim information and taking pictures.

Finally, I would have maintained communications with the community and vendors via our in house communications program.

well as teach you how to appoint and become the emergency personnel if the situation calls for it. management is multiP r e p a r a t i o n Disaster faceted and fascinating. It includes everything from first aid kits, to through emergency pet care, to recovery clean-up. CAI offers a course e d u c a t i o n i s and titled Prepared for the Worst: How to Build an Adaptable Disaster Plan. less costly I encourage you to take this class if It teaches you the “do’s t h a n l e a r n i n g possible. and don’ts of disaster planning”, risk assessment and provides through mobile application plans and various management tools. If you tragedy. are unable to attend this class there are a variety of free classes - Max everywhere. I am not sure how many more “historical events” Mayfield events I can withstand; but I do know that with the above I am one step ahead of the game already, you can be as well.

Having a to-go bag is the next step in your extended disaster management learning and preparedness. Items like these can be learned and executed when you partner with your corporate office, your local city police, fire and EMS, Code Blue, your insurance carriers, and I cannot recommend this any higher – your local CERT, Certified Emergency Response Team.

Through your partners above you will learn how to expedite your communications on a large or small scale, both quickly and consistently.

They will provide you the tools needed to stay calm and speak to the masses and your key figures.

Knowing what not to say can be just as important, if not more, than providing as much information as possible. They will introduce you to your local emergency personnel, as

Amanda Duckworth, AMS, CMCA, PCAM

CONTACT | FALL 2023 • 33

Trust, Confidence, and Integrity.

• All general construction repairs performed.

• Professional roof and property inspection reports provided.

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PROTECTING COMMUNITY VALUES

Dean riddle

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A PARTNER WITH COMMUNITY ASSOCIATIONS FOR OVER 30 YEARS Proprietary collection technology available only to our clients Construction Defect Litigation Covenant Enforcement Litigation Defense of Directors/Associations Insurance Disputes Board/Member Meetings Drafting and updating restrictive covenants Complex Business Litigation 214.760.6766 | 3811 Turtle Creek Blvd., Suite 500, Dallas, Texas 75219 | www.riddleandwilliams.com 36 • CONTACT | FALL 2023

RESIDENTIAL & COMMERCIAL COURT SPECIALISTS

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Master Systems specializes in building new post tension courts, resurfacing, repairing and cleaning existing courts.

OUR COURT SERVICES INCLUDE: Consultation • Design • Construction • Resurfacing • Repair • Maintenance Cleaning • Fences and Gates • Windscreen and Netting • Shade Structures Lighting • Multipurpose Courts • Basketball • Volleyball • Pickle Ball • Bocce Ball • Batting Cages • Painted Games • Equipment and Accessories Quality work guaranteed. Fully licensed and insured.

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CONTACT | FALL 2023 • 37

Floral Pop

By Jeff Hilz, B.S. Thousand Oaks Landscape

If you want to dabble in some gardening or are new to the Dallas Fort Worth area, you may be wondering how to provide some floral pop to your landscape beds. While there is a lot of useful information on social media, TV or your best friend’s dyi expertise, it is easy to feel overwhelmed with making the best plant choice. Hopefully these tips below will help you stay motivated and not quit before you get started.

Should I buy an Annual or Perennial, or does it even matter?

An annual will provide you one growing season. For example, a Pansy will live through the Fall/Winter and when it gets too hot and dies in late spring, it will not grow back next winter. This means you will have to purchase another crop of Pansies and plant again the following fall to enjoy. A Perennial such as Lantana, will grow from spring to the first frost and will then grow back starting next spring.

The main benefit for perennials is the lack of re-occurring cost. However, we live in the DFW where we have single digit winters and 100+ summers like this year. Perennials are not a guarantee to come back year after year and sometimes they never go dormant.

How do I best monitor the watering needs for my flowers?

To understand the needs of your flowers, put yourself in your flowers roots (or shoes). When it’s 100+ degrees, you drink more water and so will the flowers. When its 80 degrees, you’ll drink less and so will the flowers. Now how to determine when is too much whether it is 80 or 100+ degrees…remember how your fingers turn pruney when you swim too long?... it’s similar for the roots when you over water. No one likes pruney fingers or wilted roots. A simple way to prevent root rot, is to put your finger in the soil and if your finger is damp and not muddy, then your roots should have enough air and water within the soil profile.

Got Fertilizer?

Don’t forget to feed your plants! Water is not enough to keep you going day after day and your plants want to be fed nutrients as well.

Any floral fertilizer from your local nursery should do the trick. Be sure to follow the manufacturer’s suggestions.

Lastly, let your creativity and wonder guide you. There is no perfect plant and even the best plants die or fizzle out. Give the plants a home and enjoy the fruits/“flowers” of your labor!

Jeff Hilz B.S. | President of Operations | Thousand Oaks Landscape | 1304 Summit Ave Ste:1 | Plano TX. 75074 38 • CONTACT | FALL 2023

Extraordinary Depth in HOA and Condominium Law Clients count on Steptoe & Johnson attorneys to provide advice on corporate governance, collections, and compliance issues with a focus on civility and communication within community associations.

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CONTACT | FALL 2023 • 41

SUMMARY OF THE 88TH TX LEGISLATIVE SESSION This legislative session, TLAC’s primary focus was to influence proposed legislation and create relationships with industry stakeholders and legislators. A lot of our success can be attributed to partnering with the Blackridge Group, who fiercely represented TLAC at the Capitol every day, and the active engagement of our members, volunteers, and supporters. This was truly a team effort and a testament to how effective our industry can be when we work together!

To learn more, or to make a contribution, visit www.caionline.org/Advocacy/LAC/TX. THE FOLLOWING BILL PASSED THE LEGISLATURE AND WILL TAKE EFFECT IMMEDIATELY: HB 2024 by Representative Jeff Leach (Senate Sponsor Phil King) TLAC Position: Opposed Summary: Applies only to single-family homes and townhomes under 3 stories.

Amends the current statute of repose (time to file suit for construction defects) from 10 years to 6 years if the builder issues a specified warranty (1 year for materials, 2 years for HVAC, and 6 years for structural) for the residence. Condominiums are excluded and retain a 10-year statute of repose.

THE FOLLOWING BILLS PASSED THE LEGISLATURE AND WILL TAKE EFFECT SEPTEMBER 1, 2023: HB 886 by Representative Matt Shaheen (Senate Sponsor Drew Springer) TLAC Position: Neutral Summary: Requires HOAs to provide two notices to a delinquent owner and wait a total of 120 days following the first delinquency notice before filing an assessment lien.

HB 998 by Representative Dennis Paul (Senate Sponsor Mayes Middleton) TLAC Position: Support Summary: Allows the Texas Insurance Commissioner to include underserved HOA and Condominium common area property as eligible under the Fair Access to Insurance Requirements (FAIR) Plan to provide coverage for those associations located within 10 miles of the TWIA coverage area that can’t obtain it in the private market. We believe

42 • CONTACT | FALL 2023

this bill will greatly help those POAs in rural and other underserved areas to get the insurance coverage they need as a nonprofit corporation.

HB 1193 by Representative Chris Turner (Senate Sponsor Borris Miles TLAC Position: Support Summary: Prohibits HOAs from restricting a tenant’s method of payment to a property owner. TLAC opposes discrimination in any form and believes this legislation will provide a positive impact for all Texas POAs. HB 2022 by Representative Jeff Leach (Senate Sponsor Phil King) TLAC Position: Opposed Summary: Amends the current Residential Construction Liability Act (RCLA). The substantive changes include narrowing the definition of a construction defect to only those which 1) cause actual damage to a residence, 2) actual failure or lack of capability of a building component to perform its intended function or purpose or 3) a verifiable danger to the safety of the occupants of the residence. The bill also narrows the standards for claim of breach of habitability against a contractor to apply only if the defect was latent at completion and renders the residence uninhabitable. It permits the filing of a demand for arbitration to effectively toll any statute of limitation periods and prevents the waiver of any RCLA provisions by contract.

THE FOLLOWING BILL PASSED THE LEGISLATURE AND WILL TAKE EFFECT JANUARY 1, 2024: HB 614 by Representative Matt Shaheen (Senate Sponsor Drew Springer) TLAC Position: Neutral Summary: Requires HOAs to adopt and distribute to its members a formal fine policy and list of fines by category. As initially drafted, TLAC supported changes to the bill that ultimately made it less burdensome and costly to HOAs. THE FOLLOWING BILL PASSED THE LEGISLATURE WITH LITTLE OPPOSITION BUT WAS VETOED BY GOVERNOR ABBOTT ON THE FINAL DAY FOR ISSUING A VETO. THE VETO HAD NOTHING TO DO WITH THE SUBSTANCE OF THE BILL, BUT RATHER A DISPUTE BETWEEN THE GOVERNOR AND SENATE REGARDING PROPERTY TAX RELIEF. SB 1668 by Senator Bryan Hughes (House Sponsor Representative Chris Turner) TLAC position: Support Summary: This bill builds on legislation passed last session as it relates to HOA fencing regulations and architectural control membership. It allows Board Members to serve on the architectural review authority in the event no one volunteers after sending out a call for candidates to the association’s members. It also allows an association to amend its restrictive covenants regarding front yard fencing. Lastly, this bill extends online document posting requirements, management certificate filings with TREC, and disclosure fee caps for condominiums.

THE FOLLOWING BILLS, IN ADDITION TO MANY MORE, WERE SUCCESSFULLY DEFEATED AND DID NOT PASS: HB 92 / HB 276 by Representative Brooks Landgraf/Representative Philip Cortez TLAC Position: Opposed Status: Passed the House; Failed to pass the Senate Summary: Both bills would have prohibited HOAs from preventing certain activities by property owners including raising chickens and rabbits, growing fruits, and vegetables.

TLAC actively opposed this legislation and sent out a call to action requesting that members contact their representative.

HB 328 by Representative Philip Cortez TLAC Position: Neutral Status: Passed the House; Failed to Pass the Senate Summary: Would have added “solar roof tile” to the definition of “solar energy device” subject to limited POA restrictions.

HB 330 by Representative Vikki Goodwin TLAC Position: Opposed Status: Failed to pass Summary: Would have prohibited HOAs from preventing owners installing a wind power facility on their property.

HB 1252 by Representative Matt Shaheen TLAC Position: Opposed Status: Failed to pass Summary: Would have required HOAs to conduct an annual audit and provide a copy to each member of the association.

HB 1367 by Representative Cody Vasut TLAC Position: Opposed Status: Passed the House; Failed to pass the Senate Summary: Would have created a process for recalling HOA board members that conflicts with current law and association bylaws. The bill also would have created a cause of action for owners to file suit against boards for violations of the law or governing documents.

HB 1799 by Representative Brooks Landgraf TLAC Position: Opposed Status: Failed to pass Summary: Would have prohibited a POA from enforcing a provision preventing residents from parking their government or employment vehicle near their property.

CAI TEXAS LEGISLATIVE ACTION COMMITTEE l 14811 ST MARY’S LANE, #263, HOUSTON, TX 77079

HB 3777 by Representative Jacey Jetton TLAC Position: Support Status: Passed the House; Failed to pass the Senate Summary: Would have protected the confidentiality of ballots and proxies in condominium and HOA votes and elections.

HJR 9 by Representative Brooks Landgraf TLAC Position: Opposed Status: Failed to pass Summary: Constitutional amendment would have established a right of Texans to conduct activities on their property to provide food, water, electric power, and shelter. TLAC actively opposed this legislation and sent out a call to action requesting that members contact their representative.

SB 468 / HB 2450 by Senator Lois Kolkhorst/ Representative Mike Schofield TLAC Position: Opposed Status: Failed to pass Summary: Would have prohibited POAs from restricting owners or residents from peacefully assembling and inviting guests in the common areas.

713.784.5462 l tlac@caitexas.org CONTACT | FALL 2023 • 43

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CASTLE GROUP

The Royal Service LEADER

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At Castle Group, our service is driven by one sole factor: the Resident experience. With our philosophy rooted in creating an unparalleled living experience, we do so much more than manage a property – we elevate the sense of community. This practice is known as our Royal Service® program, developed by our Founders. This multifaceted strategy enhances our service level, ensuring that every Resident feels cared for.

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44 • CONTACT | FALL 2023

WE WANT YOU ON OUR TEAM!

CAIONLINE.ORG/ADVOCACY/LAC/TX

There is a new advocacy committee in town and WE WANT YOU ON OUR TEAM! The mission of the Texas Legislative Action Committee (TLAC) is simple – to advance, defend, protect, and strengthen public policy for the community association-housing model.

In order to be successful, we need to hear from Community Board Members, Community Managers, and those who are directly affected by HOA and condominium association policy reform. We want to know what issues matter to you, what are changes you would like to see during the next legislative session, and how can TLAC help your association operate more effectively.

HOW CAN YOU HELP?

TLAC is CAI’s brand new advocacy organization and is the only group in Texas supported and endorsed by both CAI National and all CAI Chapters in Texas.

TLAC is a separate organization from the Texas Community Association Advocates (TCAA).

Sign up for the TLAC email list

TLAC represents over 20,000 community associations and 5.6 million homeowners in Texas.

TLAC is governed by a broad group of delegates from all over Texas with varying levels of experience and expertise.

Read and share TLAC information with other HOA associates

TLAC is focused on making education, transparency, and information available to managers, management companies and homeowners PRIOR to and DURING the legislative session.

TLAC is requesting all community associations contribute $1 per door to help raise funds to support ongoing legislative efforts. Any contribution helps, but our success in Austin relies on everyone chipping in!

If you’re interested in getting involved, our industry needs your help! TLAC is recruiting volunteers to serve on its committees!

GET INVOLVED AND SUBMIT YOUR CONTRIBUTION! CONTACT YOUR LOCAL COMMUNITY ASSOCIATIONS INSTITUTE CHAPTER EXECUTIVE DIRECTOR:

AUSTIN Robbie Williams robbie@caiaustin.org 512.763.2074

Contribute $1 per door in your community to help raise funds for TLAC

DALLAS/FT WORTH James Nicholson office@dfwcai.org 972.246.3540

HOUSTON & SAN ANTONIO Jesus Azanza jazanza@caihouston.org or ced@caisa.org 713.784.5462 / 210.389.6382

CONTACT | FALL 2023 • 45

Navigating Community Association Directors & Officers Claims

By James Shelby, CIC, CPCU Labarre/Oksnee Insurance

Community associations purchase Directors & Officers Liability (D&O) coverage to protect your board, the association, and your manager from claims resulting from “wrongful acts” as defined in the policy. Prospective board members may not be willing to serve if they don’t have protection from claims resulting from their board service, so the policy should cover past, present, and future board members. Management companies often require associations to indemnify the property manager for claims resulting from the manager was acting on behalf of the board, so the policy should include the property manager as an “insured”.

D&O claims include but are not limited to failure to follow the by-laws and CC&Rs, wrongful interpretation of the by-laws and CC&Rs, wrongful assessments, challenges to decisions by the ACC, failure to maintain common areas, and misuse of association funds. While claims may be for monetary relief, there are many instances where the claim is for the right to take a certain action.

An owner may sue for the right to paint his or her fence a certain color, install a ten-foot flagpole, or keep a beloved dog that happens to be on a restricted breed list. It is important that your association’s D&O policy cover both monetary and nonmonetary claims so that the association does not have to fund legal costs for nonmonetary claims.

D&O policies are different than most of the other policies carried by your association in that they are “claims made” policies,

46 • CONTACT | FALL 2023

which means a claim must be made during the policy term or discovery period. Your policy will also state when claims must be reported, which is often as soon as possible but no later than the end of the policy term (sometimes including a grace period of 30 to 90 days). Your policy will define what constitutes a “claim”. A civil suit, criminal complaint, or regulatory proceeding would be considered a claim, but the definition will often include a written demand. It is important to note that the demand does not have to be from an attorney. If an absentee owner sends a letter to your association stating that she will take legal action if you do not waive fines and penalties for late assessments, that would be a written demand. If an angry owner sends an email to the board and the manager stating he will contact his attorney if he is not allowed to paint his fence blue, that would be considered a written demand.

D&O policies generally require that if you are aware of any circumstances or “wrongful acts” that may result in a claim, you should report the details in writing, including the nature and date of the circumstance or “wrongful act”, the identity of the potential claimant, the identity of any “insured

person” involved, and how the insured became aware of the circumstance or “wrongful act”. If a claim is made later, it will be considered having been made in the policy term in which the report of circumstance was made.

Insurance companies typically will not penalize you for reporting a potential claim or circumstance, as it allows them to work toward early resolution of a claim or circumstance.

Your insurance agent or broker should be able to assist you with issues such as understanding the terms and conditions of your D&O policy and when to report a circumstance or demand.

James Shelby, CIC, CPCU | Regional Account Executive TX License 1068545 Direct Phone: (657) 207-4915 | Cell Phone: (214)250-8648 jamess@hoa-insurance.com | www.hoains.com

Talk to us about your community association’s financial needs. We can help.

Popular Association Banking exclusively serves the community association industry. We offer:1 • Financing for building repairs and capital improvements.

• Competitive fixed rates with terms up to 15 years.

• Access to multi-million-dollar FDIC insurance coverage with ICS® and CDARS®.2 We are committed to delivering superior customer service for your association, offering financing, lockbox, cash management, and other depository services.

Contact our Texas Relationship Manager: Larry Hooper, VP Cell: 949.842.6161 Toll free: 800.233.7164 LHooper@popular.com

www.popularassociationbanking.com

1. Subject to credit approval. 2. Terms and conditions apply. CDARS and ICS are registered service marks of IntraFi Network LLC. © 2023 Popular Bank. Member FDIC. CONTACT | FALL 2023 • 47

We’ll take budgets and bylaws, reports and regulations, board meetings and elections, lifestyle programs and amenities off your plate, so you can enjoy your community.

Property management is a balancing act. When you lead your community on a path to change, every decision is an important one. With competing priorities, juggling it all as a community leader can seem complex.

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Truist Bank, Member FDIC and Equal Housing Lender . Loans and lines of credit are subject to credit approval. ©2021 Truist Financial Corporation. All rights reserved.

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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.

C

M

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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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Dallas, TX | Denver, CO | (214) 658-1900 | www.hoaf.com CONTACT | FALL 2023 • 51

52 • CONTACT | FALL 2023

• Extensive experience • An industry-specific API-integrated platform • A deep understanding of your unique banking needs Contact us today to simplify your banking with specialized solutions.

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MEMBERSHIP

REPORT New Members

Cara Freeze (817)888-0947 cfreeze@prestigestarmgmt.com Brandy Jones (972)359-1548 (162) bjones@nmitx.com Mrs. Dani Layne (940)231-6502 dmlayne@ymail.com Mr. Dean Mcsherry (214)793-8187 mcsherrydean@gmail.com Mrs. Estelle Monroe, CMCA (214)494-1911 estelle@maudernmgmt.com Ms. Lauren Murphey, CMCA (806)787-8840 lmurphey.tx@gmail.com Ms. Andrea M Walker (214)289-1934 a.walker@sbbmanagement.com Nicholas Mcnamara Aqualis Stormwater Management (225)650-8439 nmcnamara@aqualisco.com Ms. Roshani Bastola Associa (972)661-4466 rbastola@associaonline.com Mr. Elon Goldman, RS Association Reserves (737)402-7201 egoldman@reservestudy.com Ms. Patricia Jones BuildingLink (386)341-3275 patricia@buildinglink.com David Allister Carruthers Carruthers Landscape Management Inc. (972)670-2260 ben@carrutherslandscaping.com Mrs. Yumaira Aguilar Sanchez, CMCA CCMC - TX (214)708-4588 yasanchez@ccmcnet.com Mr. Will Moore CCMC - TX (469)362-9000 wmoore@ccmcnet.com

54 • CONTACT | SUMMER 2023

Mr. Giovanny Torres CCMC - TX (817)494-8598 giovanny.tores0818@gmail.com

Desiree Mccarthy Insight LPR (817)271-6137 desiree.mccarthy@insightlpr.com

Mr. Ben Turk RealManage (954)850-7809 ben.turk@realmanage.com

Scott Armstrong East West Bank (469)801-7385 Scott.Armstrong@eastwestbank.com

Ms. Miriam Gomez J Bell Services, LLC (214)960-5692 dalton.jbelldfw@gmail.com

Daniel E. Jones RealManage-GrandManors (817)575-9155 dan.jones@realmanage.com

Mrs. Cinnamon S. Anderson Essex Association Management, LP (972)428-2030 (7316) canderson@essexhoa.com

Mr. James A. Rothberg, CIRMS James A. Rothberg and Associates, Inc. (615)997-1833 Jrothberg@jarinsurance.com

Ms. Charmaine Bea Moran Essex Association Management, LP (972)351-4102 charmoran@yahoo.com

Mr. Stephen Baker Ladera At Mansfield Condominium Association, Inc. (585)755-3089 scb127@aol.com

Antony Kay, CMCA RTI/Community Management Associates, Inc. (214)778-0518 akay@cmamanagement.com

Mrs. Angelica F Montfort FirstService Residential Dallas (830)481-7508 angelica.montfort@gmail.com Mr. Josh Ruppel FRONTSTEPS (720)628-9087 jruppel@frontsteps.com Mr. Kristopher Grooms, CMCA, AMS, PCAM Gulf Professional Property Management (469)600-5080 (102) kris@gulfppm.com Mrs. Marie Colon Harlin Construction (972)904-3376 Mariec@harlinconstruction.com Lisa Gantz Harriet Creek Ranch HOA (940)765-4025 Lisagantzhcr@yahoo.com Mr. Robert Cunningham Higgins & Associates, Inc (720)370-2282 robert@higginsassoc.com Mrs. Chera Wolfe, CMCA Infinity Resources (940)273-1849 chera.infinity@gmail.com Rachel Ann Smith Insight Association Management (469)623-4515 rsmith@insightam.com

Ms. Claudia Fultz Ladera At Mansfield Condominium Association, Inc. (817)266-0360 25bluebird@att.net Mr. Todd Blair Lift-Texas Construction (817)690-4741 info@lift-texas.net Mrs. Audrey Beard, PCAM Neighborhood Management, Inc. (972)359-1548 (127) audrey@nmitx.com Mr. Keith Beeson Precision Concrete Cutting (214)945-8769 kbeeson@precisionsidewalks.com Ms. Deborah Delaney Principal Management Group of North Texas (972)771-0131 ddelaney@principal-mgmt.com Ms. Toni Shafer Principal Management Group of North Texas (214)265-6488 tshafer@principal-mgmt.com Mr. Barry Coleman RealManage (770)712-0493 barry.coleman@realmanage.com Mr. Charlie Ferris RealManage (214)269-2508 charles.ferris@realmanage.com

Ms. Amanda Griffin Smart Outdoor Services, Inc. (469)298-0837 agriffin@save-both.com Cody Chapman Westfalls Village Homeowners’ Association, Inc. (972)505-5827 cody.chapman@yahoo.com Mr. James Hill Westfalls Village Homeowners’ Association, Inc. (972)898-1958 jim@jimandlindy.com Mrs. Zoe Kavunder Westfalls Village Homeowners’ Association, Inc. (817)896-2029 kavunder@gmail.com Mr. Jerry Palacios Westfalls Village Homeowners’ Association, Inc. (214) 557-1183 jerpal86@gmail.com

MEMBERSHIP

REPORT

Renewed Members Mrs. Megan Kenzie Brandes Mr. Alan Carrette, CMCA, AMS Mr. Scott Andrew Ehrenberger, CMCA Mrs. Christi N. Garcia, CMCA, AMS Mr. Robert W. Ikard, CMCA Ms. Laurie Lorensen, CMCA, AMS Mr. Nathan Watson, CMCA, AMS Dr. Bryan C. Hughes, CMCA, AMS Mrs. Maria Rust, CMCA Mrs. Diana R. Larson, AMS, PCAM Mr. Alex Maxwell, CMCA, AMS Delaina Tabor Mr. Calvin Bogart Ms. Tammy Combs Mr. Kenny Barnes Mr. Allen Basham Mr. Brandon Gladney Mr. David Allen Lacy Mrs. Sandra Miller Mr. Stephen G. Bone, AMS, PCAM Mrs. Crystal Avendano, CMCA, AMS Mr. Bryan Burgess Mrs. Lisa Sutliff Nicole Weiss Mr. Patrick Droesch Ms. Kristin Nowak Mrs. Lisa Smith Lemmond, CMCA, AMS Mrs. Lesa J Perry, CMCA Mr. Judd A. Austin, Esq. Ms. Linda Soos Ms. Joan Hayes Mrs. Kim Holmes Ms. Christine Bradley Mr. John Tarlton, CMCA, AMS, PCAM Mrs. Suzanne M. Smith, CMCA, AMS Mr. Brett Burris Ms. Danielle Lascalere, CMCA, AMS Mr. Alan Ruth, RS Mr. Scott Wood Mrs. Thelma Terrell, CMCA, PCAM Ms. Pierette Parker, CMCA Mr. Randy Pickle Mrs. Dana Renee Beckwith Mr. Christian Smith, CMCA Mr. Brian Schoolcraft, CMCA, AMS Mr. Robert Walter Clark, III, CMCA, AMS Mr. Hal E Cone Mr. Todd Hammer Mr. Steve Judge Mr. Carl Klinke Ms. Prudence Lidbury Mr. John Joseph Carona, CMCA, PCAM Ms. Stephanie Benham, CMCA, AMS, PCAM Mr. Elimaris E Calo, CMCA, AMS Mr. Brandon Gray Mr. Burt Jones, CMCA, AMS Ms. Darla Mathews Ms. Michelle L. Reynolds

Mr. Hermanus Andre Scholtz Ms. Morgan Schott, CMCA, AMS Mr. Mark Southall, AMS, PCAM Mr. Dean A. Riddle, Esq. Ms. Amanda Chapman, CMCA, AMS Mrs. Kim R. Henry, CMCA Mrs. Catherine Ivy, CMCA, AMS Mrs. Jennifer Ashley Mayben, CMCA, AMS Mrs. Dena McHugh Mrs. Aleah Miles Ms. Sonya E Mokry, CMCA, AMS, PCAM Mrs. Nichole Rice, CMCA, AMS Mr. Dustin Alan Robinson, CMCA, AMS, PCAM Ms. Rhonda Vantassell, CMCA, AMS Ms. Deborah A. Macziewski, PCAM Mr. Robert Holte Mrs. Chelsea Nichols, CMCA Ms. Wendy Waldemar-auau Ms. Teresa Harris Ms. Meredith Barnett Mr. Jeff Saams Mr. Keith Brookshire Mrs. Brenda B Hawkins, CMCA Mr. Brad Fraley Mrs. Suzanne Henry, CMCA, AMS Ms. Susan Record Ms. Tracy Ellen Wolin, CMCA, AMS, PCAM Mr. Tony Trevino Mr. David Gomez, Jr. Mr. Scott North Mr. James Robertson Mr. James Sowder Mr. Sam Timothy Mr. Garrett Vick Ms. Amber Anderson Mr. Vic Bosnich, CMCA, AMS, PCAM Mrs. Katie Kim Ms. MaryKathryn Lightsey Mr. Mark Garcia Mr. Brad Marshall Ms. Stephanie Morgan Mr. Robert Ty Taylor Ms. Gail Dwight, CMCA, AMS Ms. Cindy Rademacher, CMCA, AMS Mr. Madan Goyal Mr. Derek Jay Adam, CMCA, AMS Mr. William C. DeVane, CMCA, AMS, PCAM Mr. Matt Kopchak, CMCA, AMS, PCAM Mrs. Michelle Sanders Ms. Sherri Schmoekel, PCAM Mrs. Marbella Addy Torres Mr. Bruce Mcdonald

Rejoined Members Ms. Melissa Chestnut, CMCA, AMS Mrs. Toni M. Hernandez Mr. James L Hitt, CMCA Ms. Amy Tores, CMCA, AMS, PCAM Mr. Kelly Conley Mr. Brett Wiklund, CMCA, AMS, PCAM Mr. Ellis Little Ms. Megan Youngblood Mr. Robert Kennehan Mr. Richard Nelson, AMS, PCAM Mr. Israel Munoz, CMCA, AMS Mrs. Lea Crow Mrs. Tracie Ross Mrs. Veronica Luna Ms. Amanda Glader

CONTACT | FALL 2023 • 55

MEMBERSHIP

REPORT

New Designations

Congratulations to our fellow CAI members who achieved new designations!

Mrs. Lisa Smith Lemmond, CMCA, AMS Mr. Shane Ousey, CMCA, AMS Mr. Nicholas Abair, CMCA, AMS Ms. Leah K. Burton, Esq. Mrs. Maria Rust, CMCA Mr. Dustin Ty Armstrong, CMCA Ms. Marian Gardner, CMCA Ms. Jenifer Reider, CMCA Ms. Kim Weir, CMCA Mr. Nicholas Abair, CMCA, AMS Ms. Laura Aileen Johnson, CMCA Mr. Justin Norris, CMCA Myreon D Coleman, CMCA Craig Smith, CMCA Antony Kay, CMCA Mrs. Yumaira Aguilar Sanchez, CMCA Mrs. Estelle Monroe, CMCA Miss Rachel R Gatlin, CMCA, AMS, PCAM Mr. Rick Abair, CMCA, AMS, PCAM

AMS AMS AMS CCAL CMCA CMCA CMCA CMCA CMCA CMCA CMCA CMCA CMCA CMCA CMCA CMCA CMCA PCAM PCAM

8/23/23 9/26/23 8/2/23 8/21/23 7/28/23 9/19/23 9/15/23 6/30/23 8/11/23 7/28/23 8/11/23 9/15/23 8/18/23 9/15/23 8/25/23 9/28/23 9/15/23 7/25/23 7/25/23

***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.

56 • CONTACT | FALL 2023

CONTACT | FALL 2023 • 57

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