Community Contact | Spring 2023

Community

Spring 2023

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

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Community

CONTACT Spring 2023

Sponsors

6

City Happenings

25

2023 CAI Conference

27

Chapter Party Information

31

Membership Report

42

Trends in Community Security

10

Why You Need an Irrigation System

14

CAI DFW Gala Winners

18

Jan. | Feb. | Mar. - Meeting Follow Up

20

Data Security, Cyber Space, Technology:

22

AND THEIR RISKS

Managing Volunteer and Special Event Risks 28 TLAC Rally Day Recap

33

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

All contents of Community Contact are protected by copyright. Reproduction in whole or in part without written permission is expressly prohibited. AAMC, AMS, and PCAM are registered trademarks of Community Associations Institute. CMCA is a registered trademark of the Community Association Managers International Certification Board. Many of the designations used by manufacturers and sellers to distinguish their products are CONTACT | SPRING 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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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

CONTACT | SPRING 2023 • 5

THANK YOU TO OUR

2023

SUPER SPONSORS

6 • CONTACT | SPRING 2023

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 Haley Dixon and 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 | SPRING2023 • 7

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 8 • CONTACT | SPRING 2023

CONTACT | SPRING 2023 • 9

Trends in Community Security Technology

by Nathan Varn www.EnveraSystems.com.

We hear and see the word ‘remote’ frequently; often in relation to employment or other services. Community security is not an exception. In fact, the need for remote security at communities has only accelerated throughout the past decade. This is in large part because of cultural and environmental shifts, but simultaneously, there have been vast technological advancements that are presenting communities with more cost-efficient and effective methods.

How does a community employ remote security systems? What does that actually mean? On the surface, it means connecting equipment at a community’s location to a provider’s operations center, an agent (or group of agents), and/or a team servicing the site. This connection is generally accomplished through two primary components – power and internet. From there, how the area is truly secured remotely depends mostly on what that location is.

It could be a gated neighborhood entrance intending to prevent unauthorized vehicles form entering. It might be a pedestrian gate or door that should only open for those with appropriate access. Or it might be a community pool, clubhouse, or Pickleball court that is susceptible to trespassers and vandalism when closed. Twenty years ago, it may have seemed that an on-site security presence would be needed in these areas, but today’s remote security systems give many communities more options.

Gated communities tend to have two versions of gated entry points for vehicles. There is a point for visitor entry and a separate point for resident entry. For visitors, a gated community must employ a type of visitor management system. Anyone recognizes a call-box or guard inside of a guardhouse, but more recently, remote guarding is providing associations with a visitor management solution that combines technology with human interaction.

Remote guarding at a gate, sometimes referred to as virtual guarding, allows a trained agent or guard located at a different location to greet visitors arriving at a gated visitor entrance. Typically through a camera, or series of cameras, and two-way voice capabilities, the remote person is able to see and speak with a visitor for processing or screening. If this is a new concept to you, then you should also know that this trend has already advanced.

Technology-based systems today, for gated communities, often include features to expedite entry for approved visitors or vendors.

The most common features are license plate verification, ID verification, or QR code verification; any option that provides instant verification for a visitor or vendor that is already known and approved by a community. For those that are not automatically verified, there is still that remote connection to a real person.

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Other community areas that are updating to remote solutions include amenities.

The costs and frustrations typically associated with damage to community assets can be burdensome for property managers, board members, and residents. While access control methods and video surveillance have been and are frequently used, more associations are looking at trends to have remote, proactive protection.

When a video surveillance system is connected to a center for monitoring, it can become an active and preventative solution. This type of remote system often includes a smart camera (or multiple cameras) that are programmed to identify after-hours activity at a location. When triggered, an alarm is sent to a remote center or person to view the amenity and confirm if trespassing is taking place in real-time. If the system includes a two-way voice component, that person can also speak with the trespassers to inform them that the area is closed and actively being watched. It takes standard video surveillance to an advanced level, and provides communities with the ability to respond to incidents before damage occurs.

Depending on a community’s size, design, and other needs, there are many other forms of remote security systems. It’s not always the system that a community needs though, but rather the solution or service that remote providers have the ability to provide. For example, database management or video retrieval; everyday tasks that can be time-consuming and daunting to property managers or other community members with various other responsibilities.

Trends in technology and for community security will continue to evolve, and they will in every industry. While it is imperative to take this into account when a system has truly become antiquated or reached its end-of life, it’s more important to note that remote solutions and advancements are providing associations with new opportunities to cost-effectively secure their property. For some, that may not have been an option previously, and for all, new methods can improve the community value and quality of life in the neighborhood.

Nathan Varn is the vice president of sales and marketing for Envera Systems. He manages the sales, sales support, marketing, and account management teams while working closely with all of Envera’s departments to provide information, education, and best-in-class service for the communities that Envera secures. Envera Systems is an all-inclusive security provider that focuses on the unique needs of communities through technology-based solutions. Using trained virtual guards, Envera is able to verify visitors at entrances, monitor video, manage community databases, and more. Contact info: (855) 380-1274 or www.EnveraSystems.com.

CONTACT | SPRING 2023 • 11

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

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

CONTACT CONTACT| |SUMMER SPRING 2021 2023 • 13

This is Why You Need an Irrigation System

by Dustin Cotten Brightview

Here’s a bit of trivia. What resource can improve the health and appearance of your landscape, save you time and money, and helps reduce weeds, pests, plant diseases and fungi? Surprise—it’s an irrigation system. This landscape superhero can make all the difference for your property. If you don’t yet have one, here’s what to consider.

Irrigation systems provide vibrant landscapes that receive the exact amount of water needed to flourish.

These Aren’t Your Grandma’s Sprinklers You might be envisioning the irrigation systems of old—large, unsightly sprinklers that detract from the appearance of your landscape. But irrigation systems have come a long way, and today’s systems are only visible when in use, or in the case of drip irrigation, not visible at all. Plus, today’s technology includes smart, cloud-enabled solutions that can automatically adjust irrigation based on your local conditions.

Irrigation Boosts Your Property Value Having an irrigation system makes your property more valuable all around. The upgrade is a major selling point to potential buyers should you be in the market to sell. It’s also an attractive feature for conservation-minded tenants who will appreciate the watersaving benefit. And finally, an irrigation system can help you maintain consistent curb appeal, especially during the heat of the summer months when dry soil can lead to bald spots in your lawn and stressed plants that are more vulnerable to pests and disease.

Convenient & Cost-Effective Sure, you could drag around a hose and hand water as needed, but that’s ineffective for a number of reasons. Aside from being a time-consuming, clunky process, hand watering is prone to user error. Are you overwatering? Underwatering? It’s hard to know, especially since different plants have different water needs.

This is where an irrigation system excels. With today’s smart technology, your system can be set to run at the optimum cadence, time of day, and duration for your landscape. Rain sensors can turn off your system to save you money during a storm. Soil sensors monitor the moisture level in your soil and adjust watering as needed. There are even flow sensors that can alert you to unusually high or low water usage and turn off your system if a leak is detected. And best of all, WIFI-enabled controllers make it easy for you or your landscape partner to manage your system from anywhere.

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Totally Customizable Today’s irrigation systems can be configured a number of ways, making them tailor-fit for your property. This further allows for cost savings by reducing run-off, maximizing performance and ensuring you don’t pay for features or equipment you don’t need.

When designing your irrigation system, your landscape partner will consider factors like drainage, slopes, hills, and your specific plant material. For example, they might recommend drip irrigation for its ability to deliver targeted amounts of water close to the soil.

How to Make the Leap When you’re ready to install a system, enlist a licensed and insured landscape partner, like BrightView, with irrigation specialists on staff. They’ll carefully explain the technology to help you make the best choice for your property. They’ll also discuss ongoing management of your system to adjust configuration as needed and devise a plan that work with your preferences, such as remote management capabilities, in-house management, or management by your landscape partner.

Finally, and perhaps most importantly, don’t forget to arrange for regular maintenance and inspection once your irrigation is installed.

Your landscape partner will recommend appropriate intervals for this service based on your system and may also recommend winterization based on your region. Regular maintenance is crucial

to prevent issues that could require costly repairs down the line and to keep your system running in peak efficiency. It’s a simple way to protect your investment and ensure it continues to deliver benefits for years to come.

Dustin Cotten Business Developer (Dallas North) C: (214)843-3829 Dustin.Cotten@brightview.com 1464 W First St Prosper, TX 75078

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 increase property value 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.

Contact Us

One Partner for All Your Landscape Needs Design • Develop • Maintain • Enhance

Craig Zuczek 469 344 1267 craig.zuczek@brightview.com www.brightview.com

CONTACT | SPRING 2023 • 15

AAMC®- Accredited Association Management Company®

We Can MANAGE IT ALL DISCOVER THE NEIGHBORHOOD DIFFERENCE NMI is an Accredited Association Management Company that has been expertly managing a variety of community associations, including master planned, single family, condos and townhomes, in the DallasFort Worth metroplex for nearly two decades.

We are dedicated to building better communities!

NeighborhoodManagement.com NMI@NeighborhoodManagement.com Beverly Coghlan, CMCA, AMS, PCAM Beverly@nmitx.com 972.359.1548 CONTACT | SPRING 2023 • 16

In Memoriam…

Cynthia Lynn Long (April 25, 1960 - February 16, 2023)

Cyndy Long truly lived a life of service, never missing an opportunity to give to those who need it most. She cherished time with friends and family, never missed an opportunity to feed them, and threw the most delightful tea parties. She was a gift to everyone she came in contact with and loved making people smile. We know this is exactly how she would want us to remember her.

DFW CAI – Feed My Starving Children Recap Thursday, February 23, 2023

We had almost 70 volunteers show to pack “manna packs” at Feed My Starving Children for our Spring Service Project. Feed My Starving Children (FMSC) believes hope starts with food. FMSC works with food distribution partners that stay with communities for the long haul, empowering them to move from relief to development.

FMSC meals (MannaPacks) are developed by food science and nutrition professionals to supplement nutritional needs and reduce problems with malnutrition. Nutrition allows children to grow, thrive and develop to their full potential!

During our 1.75 hour shift, our volunteer group packed 132 boxes (28,512 meals) which equates to 78 children fed for a full year!

CONTACT | SPRING 2023 • 17

Winners Support Staff of the Year | Barbara Smith | SBB Community Management, AAMC “Barbara is the very spirit of Sendera and SBB. It is impossible to have a conversation with a staff member, board member, or homeowner who does not smile when they hear the name Barbara Smith and Sendera.

Everyone who walks into the Sendera Ranch onsite office is greeted with a smile and often times a friendly hug from their friend Mrs. Barbara. That is the type of person that she is. She’s a joy to work with and continually offers a word of encouragement.”

Support Staff of the Year | Leslie Willis | Goodwin & Company “As Compliance Drivers we see many different types of homeowners, board members, and even tenants, Leslie still speaks to everyone the same and has done this while in my department for the last 3 years. With all the chaos that goes on in Communities for Compliance Drivers she is still able and willing to put on a friendly smile… She has a heart bigger than the award she has been nominated for.”

Newcomer Managers of the Year | Eva Apelian | CCMC “Eva stepped into a challenging new role in an ever-changing industry, determined to grow a healthy and engaged team, deliver high service standards, and continue improving community dynamics. She was undaunted by the unknown and simply focused on why she joined CCMC. Eva explains, ‘I have always enjoyed helping people in some way, which is why I knew I would be fulfilled working for CCMC, whose mission is to build community and bring people together. I also knew CCMC would allow me to grow professionally and take on new challenges.”

Newcomer Managers of the Year | Karl Fukuda, Jr. | SBB Community Management, AAMC “Karl has an infectious personality. He is warm, approachable, and while he takes his job seriously, he injects fun and humor into the office environment. He extends that warmth to his co-workers, clients, and business partners. He volunteers for in-house projects, works in-house volunteer events, and has become a go-to person for questions about the management software. Karl has shown the level of dedication, professionalism, community, service, and leadership that managers aspire to, communities deserve, and management companies want in their team members.”

Volunteer of the Year | Jena Abernathy | Cagle Pugh “Jena is always willing to step in and help at a moment’s notice and is shining a positive light on the industry.

She has always been the first to volunteer to help set up, take down, or do the dirty jobs. She has shown up to the trade show to not only set up her booth but stayed for hours to pack bags for the attendees and took charge of helping with the speakers and anything else needed during the event. The industry in a whole only tends to only be seen for the bad but she is helping the industry in DFW and Texas to be seen in a positive light.”

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Lifestyle Director of the Year | Ryan Alexander | CCMC “Ryan was fearless in taking traditional programs like the Halloween Trunk or Treat and Fall Festival and combining them to create a new program like Haunted Heartland. By making these subtle changes, he increased the attendance to over 1,000. He made sure to have something for every age group, including Tiny Terror Town and a Monster Mash Music zone. Ryan isn’t afraid to push the envelope on community programming and try something new to get a laugh.”

Community Spirit | Spring Ridge HOA | Block Party & Fire Victims Benefit “On the heels of tragedy, the Spring Ridge community, and many other residents of Balch Springs Texas Rallied together to turn their previously planned Block Party, into a donation platform helping out neighbors affected by fire. In the heat of the summer after 9 homes burned down and twenty-six total were damaged by a grass fire, members of the community rallied together to help provide donations and comfort. Spring Ridge deserves the award for Community Spirit this year, as they illustrate the true meaning of community and what being a good neighbor is all about!”

Community of the Year (There is no category 3) Category 1 | Clear Springs Place Category 2 | Preserve at Pecan Creek

Category 4/5 | Two Sunset Pointe

Business Partner of the Year | Alliance Association Bank Alliance Association Bank has been a huge supporter of our chapter for many years. Wendy Hazelwood (our local chapter rep) is very involved with a number of committees and always makes a point to attend every committee meeting. She also serves on our LAC and is happy to step up and make announcements, and request donations during every luncheon. Wendy does all of this while also supporting the Heartland chapter of CAI. I believe her company - Alliance Association Bank - gives her the freedom to support our chapter the way she does, and that’s why they deserve to be Business Partner of the year.”

Management Company of the Year | Goodwin & Company “Our property has done business with several management companies in the DFW area over the years and have found Goodwin & Company to be the leader in this Industry. From their accounting services, vendor relations, customer service, property managers and leadership at the top, they have out-performed in every area of our association’s expectations. What makes them a cut above everyone else is when an issue arises, they address it promptly and have a solution in place at a record pace. The bonus is that Goodwin and company then makes proactive changes to not have the same issue again.”

Community Manager of the Year | Marty Whitaker, CMCA, AMS “Marty Whitaker has been a driving force for success and a valued team member of CCMC for the better part of a decade, while most recently performing as Community Manager of the Villages of Frisco Lakes, a master-planned Del Webb community in the heart of Frisco, Texas.

Marty is instrumental to the Board’s success at the Villages of Frisco Lakes and has worked hard to build a strong relationship with her Board, her residents, her team, and the overall operations of CCMC at Frisco Lakes.”

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January, February, March Meeting Follow - Ups In January, we were joined by Leah K. Burton, Esq. of Steptoe & Johnson, PLLC where she presented on the important topic of “Tackling Mental Health Issues in community Associations.”

Leah K. Burton is a Member of Steptoe & Johnson PLLC’s Dallas Office, and currently serving on the DFW CAI Chapter Board of Directors. She serves as general counsel to property owners’ associations, including but not limited to single-family communities, masterplanned developments, condominium regimes and cooperatives in all aspects of corporate governance, including governing document creation, amendment and interpretation, contract review, collection of delinquent assessments, restrictive covenant enforcement, alternative dispute resolution and federal and state law compliance.

In February, we hosted our first breakfast meeting of the year, where we hosted a panel style presentation featuring some of our local chapter business partners. David Brantley (Southern Botanical) and Wes Rivers (Treenewal, LLC) teamed up to discuss “Why Being Proactive Instead of Reactive is the Most Cost-Effective Path for HOA Tree Management.” Their presentation led to a lively question and answer session that really engaged attendees. We are excited to continue offering this breakfast meeting and will host a similar format later this year in June and September.

And in March, we were joined by Russ Riddle - “Anomaly At Law!” His presentation focused on the topic of “Magnetic Communication” and made people ask themselves – “Am I Attracting, or Repelling my Audience?” His unique combination of humor and talent was well-received by our audience, and was a great way to wrap up our first quarter of education.

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O R I G I N A L LY P U B L I S H E D I N T H E F E B RU A RY 2 0 2 3 N E C A I / C O N D O M E D I A M A G A Z I N E .

Managing Risks Associated with Data Security, Cyber Space, Technology and the Internet of things: Can’t Live with Evolving Technology and can’t live without it

by Joel W. Meskin, Esq., CIRMS, MLIS, CCAL Fellow, Managing Director, McGowan Program Administrators Joel Meskin © 2023 Introduction A few things that everyone can agree upon is that the Internet of Things (“IoT”), Cyber Liability, Data Breach, Cyber Crime and Technology are touching everyone’s life, both positively and negatively. Most people agree that all their devices, systems including the required software and hardware are expanding, changing and growing faster than any of us can keep up with or understand. Most everyone communicates using smart phones and/or other smart devices. More and more, new homes are built as smart homes or existing homes are transitioned into smart homes. Many of us yearn for times gone by.

Community Associations are not immune to the intended and unintended consequences of this brave new world that has been changing more and more, and faster and faster. Community Association Boards, Community Association Managers and Business Partners acknowledge the changing world and many know this while many others come from the position that why fix something that they do not perceive as broken. However, at the same time, a vast majority of the community association industry is ready to pursue the necessary elements of the requisite Risk Management of these new technologies. (see Wired, 2018 Survey of Cybersecurity in Community associations) Community Associations, whether condo, coop, Single Family HOA or other common interest development (hereafter referred collectively as “Association(s).”) are managed by boards elected by the unit owners. The key obligation of Board is to Protect, Preserve and Enhance their community association. To comply with their obligation, boards must put the interest of the association ahead of their own and those of the unit owner members. Their duty is to the “entity.”

The issues addressed here involve risk management, both insurance and non-insurance resources: (1) Proactive NonInsurance Risk Management tools to eliminate or minimize consequential damage from a cyber event, a data breach event, on-line theft, phishing, social engineering, hacking, ransomware and extortion, amongst others; and, (2) what insurance products are available and what should the policy include to proactively minimize insurance claims and covered losses and perils.

The goal of this article is to convince community association Boards, CAMs and Business Partners to put the Risk Management and insurance for these exposures toward the top of the board’s agenda. In this Brave New World, these issues are different from prior board issues. In the past, boards had 22 • CONTACT | SPRING 2023

more breathing room for them to see how claims play out to determine their cost benefit level of risk. Boards, CAMs and Business Partners hear about, read about and experience potential cyber, data, technology and the IoT. As most of us know, it is far cheaper to address and fix issues sooner than later. Although the issue is not identical, the timing issue is.

The board and unit owners of Champlain Towers South in Surfside Florida received an engineering report in 2018 clearly identifying the significant infra structure issues that were critical and needed to be addressed. The unit owners voted not to pursue any of the necessary work (approximately $9 million) per unit. Many of the board members at the time resigned due to the vote. Sometime approximately two years later, unit owners voted to pursue the changes which were now estimated at $16 million. Unfortunately, had they been proactive, and had they chosen not to “defer maintenance” in 2018, there may be 98 individuals still alive and a beautiful building overlooking the ocean standing. (I speculate that the fixes and improvements been completed, the unit values would have dwarfed the cost).

Admonition: it is imperative that you have your insurance professional meet with your board to evaluate this issue for your association to help identify the issues and to explain the potential insurance solutions. In addition, you should have a similar meeting with your CAM(s) to discuss a strategy for noninsurance protected matters.

Associations hear about all the cyber, data, IoT and Technology issues every day but do not see them occurring in community associations. First, earlier this year there was a Ransomware attack in a high-rise Boston association. I do not have permission to disclose that insured, but I bet you good money that they were happy to obtain the Cyber Liability/Data Breach coverage.

Associations are living with a false sense of security. Hackers and cyber criminals no longer only look to large targets. Rather, they are looking at small and soft targets who may not result in a large hit, but are simple and quick hits. At the end of the day, the issue is not “if ” a hack or event will occur, but “when” it will occur.

When I speak to boards and association professionals on this topic, I am often asked what can we do? Although it is a bit tongue in cheek, I advise them to remove all technology in the management of the association.

The first thing you need to do is an audit of your Association’s use of any of the following, including what exposures board members and CAMs may have on their personal or business

devices. For example, does your Association Board Members, Employees, CAMs or other business partners use any of the following in the management of the Association? Any positive answers to the following warrant cyber liability/data breach coverage.

• FOBs, key cards, remote controls • Building automation system • Computers • Virtual board meetings (Zoom, WebEx, Facebook) • Email, texting, Facebook or other social media • Management Software • Laptops, smart phones, or other smart devices • Website • On line banking • Wire transfer capability • Access to the internet • Maintain applicant or unit owner applications, ESA/ADA request • Elevators • Security Cameras • On line card payment capability • Any documents/records that are save and stored after the requirement for maintaining them has expired Admonition: it is important for board members to understand that there is no board member privilege. Therefore, their personal e-mails are not protected from discovery in litigation.

Do you want to have your personal devices and/or your business/work data requested in litigation? The only possible protection for this is to either eliminate all email between and amongst board members or to create an intranet type email where the BOD must log into the website BOD section and the email is shared and goes to all BOD members.

IS YOUR ASSOCIATION’S RISK MANAGEMENT PLAN PREPARED TO RESPOND TO THE FOLLOWING CLAIM SCENARIOS? •

Unit owner information being stolen by a hacker or disgruntled employee?

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An order from a governmental agency to notify current and past unit owners and tenants for whom information has been kept, but is subject to a data breach, and pay any fines or penalties? [see Mass.Gen.aws 93H, Sec. 1]. All 50 states and the DC have Data Breach Laws]

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To pay costs for credit monitoring for unit owners, tenants employees and anyone else where the Association still store personally identifiable information?

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A laptop or Thumb Drive being lost or misplaced with Unit owner information (personally identifiable information” on it?

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A hacker encrypting your computer locking it down and demanding a ransom payable in Bitcoin to unlock the computer.

•

Deal with your computer being invaded by a virus and compromising your entry key cards for your building, front gate, clubhouse, elevator and/or pool?

DO YOU KNOW WHO TO CALL IF THE ASSOCIATION INCURS ANY OF THE SCENARIOS ABOVE? •

Do you know who to call if any of the scenarios listed above occur? Time is critical!

•

Do you have someone to call if the computer has been compromised? Time is critical !

•

Do you have access to education, webinars and proactive risk management services available for the BOD?

•

Do you have someone to defend the Association against claims by governmental agencies, or civil lawsuits (at someone else’s expense)?

Tip: There is one coverage under the cyber liability/data breach policy that in and of itself is worth its weight in gold and a sufficient reason to purchase the coverage. The data breach response services materials include a number to call if any of the scenarios above occur. What is provided is a coach or claim coordinator to assist you with the claim. Most policies provides a booklet outlining the services approved and listing approved Computer Forensic Experts, Forensic Accountants, Attorneys and other principals to assist with various Claim issues within their expertise.

THE COST BENEFIT ANALYSIS OF THE STRATEGY TO MANAGE RISK OF CYBER EVENTS, DATA SECURITY AND CYBER CRIME Community association insurance professionals (“brokers”) have been proposing cyber liability and data breach coverage for many years. Under a Cost Benefit Analysis, this is no longer an optional coverage for the BOD fiduciaries. This should be part of every association’s insurance portfolio. Board members must understand, their primary obligation is to protect the association’s assets, tangible and intangible, and should heed the professional’s advice regarding the proposed insurance.

Failure to obtain this coverage can result in draconian costs.

Just Goggle Cyber Liability and Data Breach claim costs.

The “cost” to obtain a cyber liability/data breach response policy is relatively inexpensive and provides a great deal of both protection and access to extensive risk management information, data breach coaches, forensic computer experts, and training videos.

The first excuse from Boards and CAMs is “cost.” Cost is actually the main concern of the majority of Boards everywhere for all insurance. The typical policy is roughly between $500 and $2,500. The following two policies in Massachusetts are $809 for a $1 MM limit, $902 for a $250K limit, $2,139 for a $500K limit, and $2,669 for a $1MM limit. The key underwriting rating factors are: (a) location, (b) limit of liability requested (c) and the Association’s annual revenue (for the purpose of or underwriting, would be the total of all assessment and special assessments in the upcoming budget year, not capital or improvement or reserve funds). The second excuse continued on next page CONTACT | SPRING 2023 • 23

is why do we need these coverages in the first place. Boards say: “we have not seen any claims for cyber liability or data breach in associations.” Boards say “associations are small fish, why would the hacker or cybercriminal spend his or her time on associations”? “Associations are not like Target, hospitals, law firms, insurance agencies, oil companies, large financial institutions.” What is happening is that the large targets are getting smart, significantly upgrading security measures and are doing significant training for all their employees. Hackers and cybercriminals are lazy and go for the easy score.

The underwriting of these policies is not very rigorous.

Sometimes the key is learning the basic sections of the policy and determine what is covered. Most BODs understand that they are insured for any type of risk, injury or damage.

However, the question is, are they self-insured or insured by an insurance policy. If it is the former, the insured will have to pay any attorney fees, settlements or judgments out of its own assets. In most states, fines and penalties are not covered.

WHAT INSURANCE AND RESPONSE COVERAGE DOES THE ASSOCIATION NEED? In the normal course, the insurance coverage purchased by Associations includes two categories of benefits, “defense” of claims, governmental proceedings and civil lawsuits, and

“indemnity” for settlements and judgments that the insured becomes liable. In addition, there is generally no coverage for fees, penalties ordered by regulatory entities or remedial measures. However, fines, penalties and remedial measures are covered to one degree or another in the cyber liability/ Data Breach Response Services policies.

CONCLUSION The insurers that provide this coverage has videos, articles and trainings, generally at no additional cost. This does not need to be an “all or nothing” strategy. Simple things such as putting limitations on websites, requiring dual authorization to most IoT devices, and be a minimalist with respect to what you maintain.

In addition, insurance should be obtained. Below is a chart of Insurance Solutions for various risks that Associations may in fact experience and the various insurance policies that may respond. The challenge is that contrary to many other types of policies, the insurers have not developed standard terminology, or standard coverages.

In addition, not all policies providing cyber liability/data breach response services are not bundled in the same way with the same coverage.

Insurance Solutions for The Internet of Things - Technology, Cyber Liability, and Data Breach Joel W. Meskin © 2022

Risk

Cyber Liability Cyber Crime

Information Security failure Liability Regulatory Defense & Penalties Defamation Media Liability - Copyright and Trademark Infringement, Invasion of Right of Privacy Data Breach (Electronic and or hard copy data breach) Data Breach Unit Owner Notification Expense Credit Monitoring Expense Restoration Expenses Cyber Extortion/Ransomware Demands Crisis Management/Public Relation Costs Security Incident Investigations.

Anti-fraud protection for unit owners Social Engineering/False Pretense/Phishing Forensic Expenses – computer forensic Compliance Assessment Fees Hacking Association Bank Account - and illicit wire transfer Drones (crash/invasion of privacy) Unauthorized board meetings (i.e. Web Ex) Misplaced Laptop with Personally Identifiable Information Manipulation of computer programs by employees and outside third parties Challenged decision of board due to unauthorized use of technology Cyber Bullying CAM created exposure due to breach of CAM system

X X X

Data Breach Response Services X

Directors & Officers

Fidelity/ Crime

General Liability

X* X* X*

X*

X X

X

X X X X X X X* X X

X X

X

X

X

X*** X**** X* X* X*

X

X** X

X

X

X*

*If the Association D&O or GL policy is silent regarding alleged cyber liability wrongful acts or occurrences, there may be coverage, primarily a defense obligation. * Some Cyber Liability/Data Breach response are including Cyber Crime **Some court cases have found coverage available under the computer fraud portion of the Fidelity/Crime Policy. *** The Fidelity (Employee Theft)/Crime policy must specifically include Social Engineering/False Pretense Coverage 24 • CONTACT | SPRING 2023

**** The Fidelity/Crime policy must include Wire Transfer Fraud aka Funds Transfer Fraud

Page 6 of 6

CIT Y H A P P E N I N G S

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May 6

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AT&T Byron Nelson Golf Tournament

May 8 - 14

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Richardson Wild Flower Arts & Music Festival

May 19-21

wildflowerfestival.com

Charles Schwab Challenge Golf Tournament

May 22-28

charlesschwabchallenge.com

Taste Addison

June 2-3

tasteaddisontexas.com

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26 • CONTACT | SPRING 2023

SHINE YOUR BOOTS. PACK YOUR DENIM. SEE Y’ALL IN DALLAS!

2023 CAI Annual Conference & Exposition

May 17–20 | Dallas

Come for the learning and networking. Stay for the celebration!

• Professional development opportunities for community managers, homeowners, and business partners at every level. Walk away with real business solutions and community building ideas.

• Earn education credits toward industry designations and credentials.

• Experience destination Dallas: new museums, restaurants, and nightlife.

CAI’s Texas-sized 50th anniversary bash includes: • Emerald City Band, voted #1 Cover Band in America • Dancing, Dancing, and more Dancing • Mechanical Bull

• Whiskey and Craft Beer Tastings • Delicious Food and Fun!

#WeAreCAI #CAI50 MAY 17–20 | DALLAS 2023 CAI ANNUAL CONFERENCE & EXPOSITION

» Register today at www.caionline.org/2023AnnualConference.

CONTACT | SPRING 2023 • 27

Managing Volunteer and Special Event Risks

by James Shelby, CIC, CPCU Labarre/Oksnee Insurance hoains.com

Community Associations often depend on volunteers for a variety of tasks. Volunteers may serve on committees, such as Architectural Control or Decorating. Some communities have volunteer workdays to clean up and/ or do light maintenance to the common areas.

While utilizing volunteers can benefit the community, what happens if a volunteer is injured? There are some risk management and insurance options that communities should consider regarding volunteers.

Before discussing how to manage the risks of volunteer injury, the community should determine what work is appropriate for volunteers. Plumbing, electrical, roof repair and other jobs typically performed by contractors are not tasks that should be done by volunteers. In addition to the risk of serious injury to the volunteer, there is a significant risk of damage to property or injury to third parties. Some of the insurance companies for community associations exclude “construction operations”, which may eliminate coverage for property damage or bodily injury resulting from “construction” done by community volunteers.

Associations may require volunteers to sign waivers acknowledging the risks of injury and stating that they will hold the association harmless for injuries suffered while volunteering. While waivers may discourage someone from pursuing legal action, they may not hold up in the event of litigation. Associations should consult their legal counsel to determine if a waiver is advisable, and if so, counsel should draft the waiver wording.

If someone is injured while volunteering, the association’s liability insurance may respond. General liability policies normally include Medical Payments coverage, which will pay medical expenses if a volunteer or other party is injured in a common area, even if the association is not liable. The coverage limit is typically $5,000, although limits of $10,000 or higher may be available.

There may also be coverage for injury to volunteers under the general liability policy if the association is legally liable for the injuries and if the volunteer makes a demand for damages, subject to policy terms and conditions. Communities may not want these claims to be paid under their general liability policy, as claim activity may negatively impact the cost and availability of coverage.

There are other insurance options to fund the cost of volunteer injuries. There are a few insurance companies that provide workers’ compensation coverage for community associations with no payroll or limited payroll, and they will include medical expense coverage for board members, committee members, and other volunteers authorized by the board. Communities may also purchase volunteer accident policies, which will pay medical expenses and other costs, subject to policy limits and coverage terms.

28 • CONTACT | SPRING 2023

As associations look for opportunities to engage residents and build a sense of community, they may host special events. The events may range from simple picnics or movie nights to fireworks displays and parties with bounce houses or mechanical amusement rides. While insurance and risk management are often an afterthought in the planning process, they should be an integral part of event planning.

When planning an event, it would be prudent to find out if the activity is excluded from coverage under the association’s insurance policies. Activities involving mechanical rides, bounce houses, live animals, and fireworks may not be covered.

Even if there is not an exclusion, the insurance company may not want to cover certain activities. There are special event policies available to cover the liability exposures special events. When selecting a policy, it is important to determine that the insurer will cover the activities planned, and that there are not any limitations that might bar coverage. These insurance programs may also include accident coverage for participants and volunteers.

Whether the event is covered by the association’s liability policy (ies) or a special event policy, the insurance company will require the community to have a written contract with vendors stating that the vendor will indemnify the community for claims resulting from claims caused, in whole or in part, by the vendor, and that the vendor will add the community as additional insured on their liability policy(ies).

The association’s attorney can advise on contract language, and the attorney, along with the association’s insurance provider, can recommend appropriate insurance coverages and policy limits to require.

Some associations may consider having participants sign liability waivers for certain activities. While waivers may discourage participants from suing for damages, as with waivers for volunteers, they may not hold up in court. The association should consult legal counsel regarding the appropriateness of waivers and waiver language.

Being proactive about risk management, whether dealing with volunteers or special events, enables community managers and boards to protect their owners and community assets.

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

CONTACT | SPRING 2023 • 29

30 • CONTACT | SPRING 2023

CONTACT | SPRING 2023 • 31

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:

32 • CONTACT | SPRING 2023

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

TLAC 2023

RALLY DAY RECAP On March 1, 2023, CAI members from across the state gathered in Austin, TX to flex their political muscle. 175 members met with over 60 legislative offices, including legislators who sit on key committees relevant to community associations, to discuss their businesses, homeowners, the communities they serve, and the legislative issues that impact their livelihood. Rally Day provided participants with an opportunity to experience what it is like to be a lobbyist for a day by scheduling strategic meetings with lawmakers who rely on constituencies to support their legislative initiatives. During visits, participants presented legislative priorities, including urban farming bills, threats to POA finance, potential neighborhood wind farms, and control of common areas.

The day began with a legislative briefing and an overview of CAI’s key issues. Following the morning discussion, Texas Comptroller of Public Accounts Glenn Hegar spoke to the group about the state of the Texas economy and unprecedented $33 billion surplus. Special thanks to TLAC’s government relations team Blackridge, whose connections not only secured Comptroller Hegar as guest speaker but opened the doors to several dozen legislative offices visited by CAI members. After spending several hours walking the marble and granite halls of the Texas Capitol, the event ended with a cocktail reception at the historic Austin Club. Rally Day was a resounding success due in part to the CAI members who took the time out of their busy schedules to advocate on behalf of community associations. Thank you to all who participated and those who rode to the event on buses from San Antonio, Houston, and Dallas.

Lastly, this event could not have been possible without the support of our event sponsors Alliance Association Bank, CIT, A Division of First Citizens Bank, Reconstruction Experts, The Porter Law Form, McKenzie Ryan & Mena, Shepperd Construction, Reserve Advisors, Inframark, RealManage, and kiloWatt Partners.

CONTACT | SPRING 2023 • 33

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36 • CONTACT | SPRING 2023

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38 • CONTACT | SPRING 2023

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PROTECTING COMMUNITY VALUES

Dean riddle

lance williams

chad robinson

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 40 • CONTACT | SPRING 2023

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

Y

CM

MY

CY

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)

CMY

K

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

Vinay B. Patel - Shareholder vpatel@hoaf.com

A P R O F E S S I O N A L C O R P O R AT I O N

Dallas, TX | Denver, CO | (214) 658-1900 | www.hoaf.com CONTACT | SPRING 2023 • 41

MEMBERSHIP

REPORT New Members

Ms. Brenda Beltran Superior LawnCare (832)275-9824 Brenda.beltran@superiorlawncare.org

Mrs. Stacey Renee Harrison, CMCA Advanced Association Management, Inc. (469)213-7768 sharrison7519@gmail.com

Mr. Matt Pena Renovia (469)597-0816 mpena@renovia.com

Jessica Brown Cooper Zedah Management (972)595-8159 Jessica.Brown@camden-homes.com

Ms. Maya Hayes CCMC - TX (469)246-3518 mhayes@ccmcnet.com

Mrs. Ginger Phillips Neighborhood Management, Inc. (972)359-1548 gphillips@nmitx.com

Michael L Brown U.S. Lawns - Plano TX (850)464-0069 mike.brown@uslawns.net

Mr. Bill Howard Positano Condominium Association, Inc. bill.howard.pisitano.tx@gmail.com

Dan Riddle Shinescapes (678)520-3405 Dan.riddle@mcs360.com

Mr. Robert Q. Cano R&R Property Maintanace (214)460-6161 Robert.CanoRR@gmail.com Kristy Cottonham Cooper Zedah Management (972)479-8899 Kristy.Cottonham@camden-homes.com Mr. Jim Cox Ladera At Mansfield Condominium Association, Inc. (214)794-1295 laderamansfieldboard@gmail.com Mr. Don Cryer Principal Management Group of North Texas (214)368-5718 dcryer@principal-mgmt.com Candace Davis RTI/Community Management Associates, Inc. (972)943-2853 candacedavis@cmamanagement.com Ms. Catherine Kellie Dickerson, CMCA Fifth Third Bank (757)339-6208 kellie.dickerson@53.com Teresa Frey Advanced Association Management, Inc. (972)248-2286 tfrey@advancedassociationmgmt.com Mr. Tim Giles T&M Contractors, Inc. (214)328-6401 tim.giles@tm-const.com Mrs. Danielle Elaine Gould FirstService Residential Dallas (817)503-6929 dgould0707@gmail.com Greg Gray Worth Ross Management (214)369-9276 greg.gray@worthross.com Mr. Jim Griffin Bedford Estates Homeowners Association (817)456-7862 jim.griffin32@gmail.com Demarcus Harris FirstService Residential Dallas (214)384-8139 Demarcusharris@gmail.com

42 • CONTACT | SPRING 2023

Jase Johnston LMI Landscapes (214)876-3655 jjohnston@lmilandscapes.com Mrs. Prane Kerley, CMCA Proper HOA Management (972)333-7913 pkerley@properhoamanage.com Mr. Justin David LaHue FirstService Residential Dallas (214)821-3309 justin.lahue@fsresidential.com Adrienne Laurent (225)250-7424 adrienne.laurent@goodwintx.com Catherine Manders Lawns of Dallas (214)357-6522 cassie@lawnsofdallas.com Ms. Angela McCulloch-Veah The Chase at Stonebriar Homeowners Association Inc (561)414-8089 magnoliatea@aol.com Ms. Jocelyn s. Mcelvane RealManage (469)954-5409 jocelyn.mcelvane@realmanage.com Carol Mize Texas Hawkize Property Managment (806)368-4007 Carol@Hawkizemgmt.com Mr. Duncan Modlin CCMC - TX (972)696-0451 dmodlin@ccmcnet.com Mr. Emilio Montano Premier Protective Security (214)846-4887 emilio@ppsinctn.com Jack Moore GrassPerson Lawn & Landscape (972)942-0347 jack@grassperson.com Mrs. Devin Newman Principal Management Group of North Texas dnewman@principal-mgmt.com Ms. Margaret B Pearce Splash Pad Pool Builder (214)971-7665 margaret.pearce@splashpadpoolbuilder.com

Anthony Scalia Humm Energy (972)679-4015 Scalia@hummenergy.com Mr. Fred Shapiro, PCAM SBB Community Management (972)960-2800 f.shapiro@sbbmanagement.com Ms. Kimberly Simonian Blue Hawk Management (972)674-3791 (106) ksimonian@bluehawkmgmt.net Cynthia Urquidez RealManage (954)618-7042 cynt333hia@yahoo.com Mr. Timothy Vela United Veterans Construction and Landscape Solutions, Inc (817)832-4711 tvela@uvetsolutions.com Ms. Deitra Walter, CMCA Advanced Association Management, Inc. (940)445-4010 deitra.walter@outlook.com Edie West West Management Services, PLLC. (469)715-7392 ewest@ediewestrealty.com Mr. Chase Wilson Woodlake Outdoor (469)989-7801 cwilson@woodlakeoutdoor.com Courtney Wright Thomas Stephen & Company, LLP (214)253-2046 cwright@tvscompany.com

MEMBERSHIP

REPORT

Renewed Members Mr. Rick Abair, CMCA, AMS Ms. Brandy Adams, CMCA, AMS Ms. Laura Elena Aguilar, CMCA, AMS Ms. Bonnie Ball Mr. Zachary Adam Beasley, CMCA Ms. Laura (Kurak) Beckelman, PCAM Mr. Robert Bell, CMCA, AMS Mr. Robert M. Blend, Esq. Mr. Chris Broach, CMCA, AMS, PCAM Mr. Andrew Brock Mr. David Burger Mr. Steve Adam Byrd, Jr. Ms. Crystal Cady, CMCA Miss Nicole Lee Carciofini, CMCA, AMS, PCAM Mrs. Celeste Cavin Ms. Beverly Coghlan, CMCA, AMS, PCAM Ms. Anna Corcoran Mr. Bill Crawford, CMCA Ms. Betty Crudden, CMCA, AMS, PCAM Ms. Alison E DeCarlucci, CMCA, AMS Ms. Jennifer Elswick Kimberley L Ezzerai Mr. David Gaona Mr. David Garrett Mr. Thomas Giovannini Mr. Brandon Gould Mr. Colby Gschwend, CMCA, AMS Mr. Ryan Halze Ms. Christina Harrington Ms. Judy Haven Mr. Gary Hawthorne Mr. James Webster Heck, II, CMCA, AMS, PCAM Mr. Jeff Hilz Mr. John Holcomb Ms. Shelly L Hughes, CMCA Ms. Jacque Jagger Mr. Robert W. James Ms. Laura Aileen Johnson Mr. Barry Jones, CMCA, AMS Ms. Janel Dolan Jones Nishan Dilip Joshi Mr. Matthew E. Keller, CMCA, AMS Mr. John Krueger Mrs. Suzanne LaGrange, CMCA, AMS Mr. Jim LaRue Mr. Richard Leach Ms. Moniqua Ledbetter Ms. Patricia Ledbetter, CMCA Mr. Craig Lengyel Mr. Gaige Lowden Mr. Jose Maldonado Ms. Cindy Lynn Martin, CMCA, AMS, PCAM Mr. Stewart Masterson, CMCA Ms. Joy L. Maxfield, CMCA, AMS, PCAM Ms. Kristy Mccarthy Mr. Kevin C. McDonald, CMCA, AMS Mrs. Katy Metcalfe, CMCA, AMS Ms. Marnie Y Moore

Tamara Moore Mrs. Mallory Nombrano, CMCA, AMS Mr. Chris O’Neill Mr. William Stewart Powell Mr. John Pumford Mr. William Rathburn Mrs. Linda Razzano, CMCA, AMS Ms. Jenifer Reider Mr. Daniel Reinhold Mr. Chad Simmons Mr. Dale L. Smith, CMCA, AMS Ms. Stephanie Loraine Stewart Ms. Rebecca Tarpley, CMCA, AMS, PCAM Mr. Jerry Taylor Myers Mrs. Cheyenna Renee Tellez Mr. William Pierce Terry, Jr. Ms. Barbara Thomas, CMCA, AMS Ms. Betty Tobey Ms. Virginia Howard Townley, CMCA Mrs. Nallely Jazmin Valdez, CMCA Ms. Katie Ward, CMCA Ms. Susan Ward-Freeman Ms. Kim Weir Mrs. Andrea M. Willett, CMCA Alyssa Camille Williams, CMCA Mr. Ian Lanakila Williams

Rejoined Members Mrs. Pamela Andersen-Balash, CMCA, AMS Ms. Brook Carreker Ms. Catherine Kellie Dickerson, CMCA Ms. Paula Fouse Ms. Jessica Gatlin Ms. Michele Hernandez, CMCA, AMS Ms. Joy Hetrick Mr. Ronald Iscaro Ms. Terry L. Jones Ms. Crisandra Lee Ms. Consuelo Lopez, CMCA, AMS Mr. James Nelson Mr. Brandon Norman, CMCA, AMS Mr. Chris Panayiotou Mr. Trevor Phillips Mr. Rafael Rodriguez Mr. Jim Root Mr. Christopher Schappaugh Mrs. Lisa Marie Sewell Mrs. Kristina Elyese Wynn, CMCA, AMS

CONTACT | SPRING 2023 • 43

MEMBERSHIP

REPORT

New Designations

Congratulations to our fellow CAI members who achieved new designations!

Mr. Elimaris E Calo, CMCA CMCA 3/9/23 Mrs. Brianna Cheryl Dessaints, CMCA CMCA 3/30/23 Mr. Shaun Poe, CMCA, AMS CMCA 3/17/23 Mrs. Bryanna Wright, CMCA CMCA 3/17/23 Mrs. Logan Chandler Galimulin, CMCA, AMS AMS 3/8/23 Mr. Chase Gschwend, CMCA, AMS AMS 3/21/23 Mrs. Jessica Guevara, CMCA, AMS AMS 3/8/23 Mrs. Suzanne Henry, CMCA, AMS AMS 4/5/23 Mr. Shaun Poe, CMCA, AMS AMS 4/5/23 Ms. Rhonda Vantassell, CMCA, AMS AMS 4/20/23 ***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.

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Olivia Hurtado, CMCA, Vice President 214.717.2718 | Olivia.Hurtado@cit.com © 2022 First-Citizens Bank & Trust Company. All rights reserved. CIT and the CIT logo are registered trademarks of First-Citizens Bank & Trust Company. MM#11128