Community Contact | Spring 2024

Community

Spring 2024

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

www.dfwcai.org

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

Community

CONTACT Spring 2024

Sponsors Membership Report

6 38

Project Prioritization

19

Seasonal Guide to Home Improvements

23

Before You Jump Into Pool Season

27

Condo & Townhouse Transactions

32

AND MAINTENANCE STRATEGIES

IN DFW HOA COMMUNITIES

FOR PROTECTING YOUR PROPERTY WHEN THE UNEXPECTED HAPPENS A HORSE OF A DIFFERENT COLOR

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 | WINTER 2024 • 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.

2024 BOARD OF DIRECTORS President Olivia Hurtado, CMCA First Citizens Bank olivia.hurtado@cit.com President-Elect Wendy Hazelwood, CMCA Alliance Association Bank whazelwood@allianceassociationbank.com Vice President Diana R. Larson, AMS, PCAM Assured Association Management, Inc. dlarson@assuredmanagement.com Director Vanessa Burch, CMCA, AMS, PCAM SBB Community Management, AAMC v.burch@sbbmanagement.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 Director Deena Still Ridgecrest McKinney Homeowners Association dstill05@gmail.com Director / Immediate Past President Joe Veach Globus Construction Group jveach@globusmanage.com

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

4 • CONTACT | SPRING 2024

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 2024 • 5

THANK YOU TO OUR

2024

SUPER SPONSORS

6 • CONTACT | SPRING 2024

DIAMOND SPONSORS Alliance Association Bank CCMC Clean Scapes Clients First Landscape CMA; RTI/Community Management Associates, Inc. “CMA”, AAMC Insight Association Management, AAMC Kerrane Storz, PC Neighborhood Management, Inc. AAMC Pinnacle Financials Partners Roberts Markel Weinberg Butler Hailey, PC SBB Community Management, AAMC Shepperd Construction Staying-A-Float Lifeguarding (S.A.F. Guarding) Steptoe & Johnson, PLLC Platinum Advanced Association Management, Inc. Association Insurance Partners Brightview Landscape Services Cardinal Strategies Five Star Pools Globus Construction Group Kilowatt Partners LMI Landscapes Pacific Western Bank Robert’s Pool Service, Inc. Scarbrough Medlin & Associates Timothy, DeVolt & Company, P.C. Vensure Group

Gold Action Property Management Castle Group Complete Landsculpture FronstSteps Henry Oddo Austin & Fletcher, PC Horizon Emergency Services Koper Outdoor Kraftsman Commercial Playgrounds and Water Parks Playwell Group PondMedics Popular Association Banking Proper HOA Management Rutherford Services, Inc. Silversand Services Symphony Risk Solutions, LLC Yellowstone Landscape Silver Association Reserves - Texas Bob Owens Electric Co., Inc. Classic Construction & Restoration Landscape Professionals of Texas Master Systems Courts PMP Management - Texas Reserve Advisors, LLC Riddle & Williams, P.C. Bronze Allegra Marketing Print Mail Charles Taylor Engineering Technical Services RealManage Royal Real Estate Services Education Cavalry Construction & Restoration CTB Multifamily Services Randolph Brooks Federal Credit Union

2024 DFW CAI COMMITTEES Ambassadors of Fun Joeline Simien Kristy McCarthy Community Affairs Deena Still Expo Jenna Abernathy Deena Still Gala Mark Norton, AMS, PCAM Golf Tournament Dustin Cotton High Rise Managers Forum Christopher Glennon Jenifer Reider, CMCA Nathan Watson, CMCA, AMS

Legal Forum Ashley Koirtyohann Magazine Tracy Wolin, CMCA, AMS, PCAM Membership Cindy Martin, CMCA, AMS, PCAM Programming Deena Still Lawanda Brannon Sporting Clays Robey Canaday

CONTACT | SPRING 2024 • 7

Founded in 1973, CCMC is a proven leader in largescale onsite community management. We’re more than an HOA company. We’re a team, committed to building community by bringing people together. Join the fun and learn more!

Onsite Community Management I Pre-Development Consulting I Lifestyle Services

JOIN OUR TEAM! CCMCnet.com

8 • CONTACT | SPRING 2024

CONTACT | SPRING 2024 • 9

KEEPING YOUR COMMUNITY FIRST MOWING • MULCHING • WINTER RYE COMPLETE FERTILIZATION PROGRAMS PRUNING & PLANTING CARE CUSTOM HORTICULTURE PROGRAMS SEASONAL COLOR PROGRAM HERBICIDE & PESTICIDE PROGRAMS IRRIGATION MANAGEMENT SNOW & ICE REMOVAL LANDSCAPE CONSTRUCTION

DESIGN • INSTALLATION • MAINTENANCE

521 J PLACE, SUITE A • PLANO, TEXAS 75074 • SALES@CFLANDSCAPES.COM • (469) 531-9071 10 • CONTACT | SPRING 2024

PROACTIVE

EMPOWERED

CELINA

DALLAS

LEADERSHIP OPPORTUNITIES

Education Investment

FRISCO PROFESSIONAL

GROWTH POTENTIAL

PLANO RESPONSIVE FORT WORTH COLLABORATIVE TEAM

PROFESSIONAL DEVELOPMENT

KIND

DIVERSE

Ethical

HONEST

ALLEN

INNOVATIVE

MCKINNEY

CLIENT RELATIONSHIP BUILDING

RELIABLE

41 YEARS IN BUSINESS

KELLER

YOU

COMMUNITY ENGAGEMENT

COMPETITIVE COMPENSATION

CMA’s positive company culture

radiates from within.

Do you value what we value?

Join us!

What our staff say: “I work in an area that interests me and inspires me to learn, plus my colleagues are fun to work with and supportive.”

- 7 years, Closing Department “I love working for a company which exudes integrity and is focused on client satisfaction and employee development. We look for like-minded people who care about CMA’s objective of creating excellence in the HOA industry.”

- 4 years, VP Client Services “I really appreciate that I don’t have to do my own compliance and that I am not incentivized to take on more clients then I can handle.”

- 5 years, Portfolio Manager

Chanel Noisette, Recruiter

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

CMA Careers 972-943-2800 CONTACT | SPRING 2024 • 11

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 12 • CONTACT | SPRING 2024

RMWBH

Attorneys and Counselors at Law

COMMUNITY ASSOCIATION LAW

Serving DFW Area Community Associations for over 40 Years.

THE RMWBH DIFFERENCE

POA Specific Services

RMWBH offers flexible and practical techniques for the collection of assessments, enforcement of restrictive covenants, and creation and modification of governing documents for all types of community associations, including:

Master Planned Associations Community Associations

Townhome Associations Mixed Use Associations

High-Rise Condominiums Commercial Associations

POA Focused Attorneys

The legal needs of the POA industry in the DFW region are met by five RMWBH Shareholders, Sipra Boyd, Clint Brown, Noelle Hicks, Ashley Koirtyohann and Marc Markel, who have devoted their careers to the service of POAs

Education

By using monthly webinars and community and managment specific training, new and experienced managers and board members benefit from RMWBH’s education programming that keep them up-to-date on the newest laws, current best practices, and provide the risk management tools that can be applied daily.

RMWBH Frisco One Cowboys Way, Suite 585 Frisco, Texas 75034 214.365.9290 RMWBH.com CONTACT | SPRING 2024 • 13

SBB COMMUNITY MANAGEMENT IS DEDICATED TO PROVIDING PROFESSIONAL HOMEOWNERS ASSOCIATION MANAGEMENT AND CONSULTATION TO TEXAS COMMUNITIES

ENDURING CLIENT

the SBB mission

RELATIONSHIPS UNPARALLELED STAFF LONGEVITY INDUSTRY LEADING TECHNOLOGY CONTINUING EDUCATION

"TO BE THE PREMIER COMMUNITY MANAGEMENT COMPANY BY PROVIDING EXPERIENCE, INNOVATION AND EXCEPTIONAL SERVICE IN ALL WE DO”

PROGRAMS SENIOR DIRECT SUPPORT PERSONNEL ROBUST ACCOUNTING ANALYSIS TOOLS MOBILE MANAGEMENT PLATFORM DIGITAL DOCUMENT MANAGEMENT FAMILY CORPORATE CULTURE

WWW.SBBMANAGEMENT.COM 12801 N CENTRAL EXPRESSWAY SUITE 1401 DALLAS, TX 75243 PHONE: 972-960-2800 14 • CONTACT | SPRING 2024

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

|

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

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.

1

CONTACT CONTACT| |SUMMER SPRING 2021 2024 • 15

CONTACT US:

972-576-1600 sales@futureoutdoors.com futureoutdoors.com

RHINO ROCK Advanced technology Fiberglass reinforced, lightweight precast concrete with a stone finish Costs 20-40% less than traditional masonry walls Many color options

OFFERING PREMIER SOLUTIONS FOR COMMUNITY SCREEN WALLS

16 • CONTACT | SPRING 2024

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.

HOA and Condominium Law Team Leaders Leah Burton & Brady Ortego

steptoe-johnson.com

COLORADO | KENTUCKY | OHIO | OKLAHOMA | PENNSYLVANIA | TEXAS | WEST VIRGINIA

500 North Akard Street, Suite 3200, Dallas, TX 75201 THIS IS AN ADVERTISEMENT CONTACT | SPRING 2024 • 17

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!

18 • CONTACT | SPRING 2024

Project Prioritization

AND MAINTENANCE STRATEGIES Andrew Stoutenburg | Reserve Advisors | Regional Executive Director, PE, RS (512) 906-0744 | andrew@reserveadvisors.com | 400 W Main Street, Suite 104 • Round Rock, TX 78664

In the prior issue, we reviewed the critical role of reserve studies in maintaining the overall health and sustainability of community properties, debunking the misconception that they merely serve as budgeting tools but rather are one of many tools that aid in strategic decision-making in community management.

Not only do they establish prioritized schedules of capital improvement projects and funding plans over several decades, but they also provide guidance for future boards and property managers, ensuring continuity and informed decision-making.

Additionally, reserve studies play a crucial role in guiding funding decisions, enabling communities to explore various financing options and garner support from stakeholders. We briefly reviewed how reserve studies aid in project prioritization, facilitating efficient maintenance and replacements based on urgency and importance. That is the topic we’ll explore in detail in this issues article.

Transitioning from our prior exploration of reserve studies’ strategic significance, we now home in on a pivotal tool: the Five-Year Outlook. This succinct roadmap guides community associations in prioritizing capital expenditures, with projects chosen based on urgency, lifecycle considerations, and safety concerns. As we delve deeper into maintenance practices, it becomes apparent that integrating these considerations into project prioritization is essential for optimizing resources and safeguarding long-term property value.

Five-Year Outlook The Five-Year Outlook serves as the essential ‘roadmap’ for community association boards to prioritize capital expenditures in the near term. This strategic planning tool, which is part of the reserve study, outlines projects that are crucial for maintaining the overall health and functionality of the community’s assets. Capital expenditures included in this timeframe are carefully selected based on several factors.

1. Projects may be deemed necessary due to poor condition, where neglecting maintenance could lead to further deterioration and increased costs in the long run.

2. Items reaching the end of their typical lifespan are flagged for replacement or refurbishment to ensure continued reliability and safety.

3. Critical components such as roofs, balconies, or roads are prioritized to address potential safety hazards or structural integrity issues.

The projects identified within the Five-Year Outlook carry significant weight in funding recommendations. The allocation of financial resources is directly influenced by the CONTACT | SPRING 2024 • 19

urgency and importance of these near-term initiatives. Boards must carefully consider the impact of their decisions on the community’s financial health and stability. By focusing on projects identified in the Five-Year Outlook, associations can effectively manage their capital expenditures and ensure the long-term sustainability of their properties. Next, we’ll cover the different approaches to maintenance and how these activities are critical as a board works with their Five-Year Outlook.

Maintenance and Prioritization Go Hand in Hand

Corrective Maintenance, on the other hand, addresses issues after failure has occurred. Deferred corrective maintenance, often associated with a “run-to-failure” approach, may seem cost-effective in the short term but can lead to increased expenses and disruptions in the long run. Emergency corrective maintenance involves addressing failures unexpectedly and requires immediate action to prevent further damage or safety hazards. Some examples of each type of corrective maintenance are listed below:

Effective maintenance practices are integral to the successful prioritization of capital expenditures within community associations. Maintenance can be broadly categorized into preventative and corrective measures, each playing a crucial role in ensuring the longevity and functionality of common elements.

Deferred maintenance

Preventative Maintenance involves proactive measures taken before component failure occurs. This includes time-based maintenance, which follows a schedule such as monthly or quarterly inspections, and risk-based maintenance, which evaluates the significance of potential failures based on the likelihood and consequence. Additionally, condition-based maintenance relies on observed conditions to determine when maintenance is needed. By implementing preventative maintenance strategies, associations can achieve or extend the useful life of components, ultimately reducing the need for costly corrective measures. Some examples of each type of preventative maintenance are listed below:

Emergency maintenance

Time-based maintenance •

Quarterly inspections of the irrigation system

•

Annual roof inspections

•

Bi-annual sidewalk trip hazard inspection

•

Replacement of light fixtures at failure

•

Replacement of gate operators at failure

• Pothole and other asphalt pavement repairs once road conditions are undrivable •

Replacement of building HVAC components

•

Replacement or repairs to balcony railings

•

Repairs to active roof leaks

The board of a community association should carefully review the Five-Year Outlook and evaluate the financial impact of various capital projects in relation to maintenance needs.

While low-dollar projects may seem insignificant, deferring maintenance could result in exacerbated issues and increased expenses over time. Conversely, for high-dollar projects, investing in preventative maintenance may be key to extending their lifespan and minimizing the need for significant capital expenditures. By integrating maintenance considerations into project prioritization, associations can optimize their resources and ensure the ongoing functionality and value of their properties.

Risk-based maintenance

Bringing it all together

• Inspections and repairs to balconies, as their failure could lead to a life safety hazard

As we’ve seen, the reserve study has more tools than many boards are aware. The Five-Year Outlook, combined with appropriate maintenance strategies, allow a board and community manager to ensure the long-term stability of the community. Project prioritization is deeply dependent on these appropriate maintenance philosophies, and when executed appropriately, overall costs will be lower than if a reactive, bury your head in the sand approach, had been taken. Ultimately, by adopting a holistic approach that integrates both maintenance and strategic planning, associations can safeguard the longterm sustainability and value of their properties, benefiting homeowners and stakeholders alike.

• Gate operator maintenance to avoid breakdowns, which could cause significant homeowner disruption if they break down • Building HVAC maintenance to forestall a service interruption Condition-based maintenance •

Repairs to pool fence based on observed deterioration

• Crack repairs and seal coat applications to asphalt pavement •

Metal staircase repairs based on observed condition

20 • CONTACT | SPRING 2024

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 2024 • 21

22 • CONTACT | SPRING 2024

Seasonal Guide to Home Improvement Projects IN DFW HOA COMMUNITIES Josh Paulin, Vice President of Operations | Classic Construction

In the DFW region, the timing of home improvement projects within HOA communities is crucial for maximizing efficiency and minimizing inconvenience. By scheduling specific projects during the most favorable seasons, HOA property managers can effectively improve communal spaces and individual properties alike. Here are project types best suited to each season in the DFW area.

Spring: Revitalize Outdoor Spaces Landscaping and Gardening: After the winter, spring is the perfect time to refresh community green spaces, plant seasonal flowers, and repair any winter damage to irrigation systems.

Exterior Painting and Staining: Moderate temperatures and lower humidity levels make spring ideal for painting or staining exterior surfaces, including fences, decks, and community buildings.

Pavement Repairs: Fixing potholes, cracks, and other wear and tear on community roads and walkways can be best addressed in spring, preparing for heavier use in the summer.

Summer: Focus on Maintenance and Planning HVAC System Maintenance: Before the peak of Texas heat, servicing community buildings’ HVAC systems ensures they run efficiently during the hottest months.

Pool Maintenance and Upgrades: Preparing community pools in early summer includes maintenance checks and upgrades for a safe and enjoyable swimming season.

Project Planning: Use the summer to plan larger projects for the fall or next spring, including gathering resident input and finalizing budgets.

Fall: Enhance and Repair Roofing and Gutter Maintenance: Preparing for potentially harsher winter weather, fall is optimal for inspecting and repairing roofs and gutters in community buildings.

Outdoor Lighting Upgrades: As daylight hours shorten, improving or installing additional outdoor lighting can enhance safety and aesthetics in communal areas.

Tree Trimming and Fall Cleanup: Trimming trees and clearing fall debris help maintain property aesthetics and prepare spaces for winter.

Winter: Indoor Upgrades and Renovations Common Area Renovations: Updating lobbies, clubhouses, and fitness centers during winter minimizes disruption, as these spaces are less utilized during colder months.

Energy Efficiency Projects: Installing energy-efficient windows and insulation in community buildings during winter can lead to immediate benefits in heating efficiency and cost savings.

Interior Painting and Decor Updates: Indoor aesthetic upgrades, including painting and decor updates in communal spaces, are perfect winter projects that prepare these areas for increased spring use.

Conclusion For HOA communities in the DFW area, strategic planning of home improvement projects around the seasons not only ensures that the work is manageable but also aligns with residents’ comfort and the community’s aesthetic appeal. This seasonal guide helps property managers in prioritizing projects that enhance the living experience while considering Texas’s unique climate challenges.

CONTACT | SPRING 2024 • 23

• 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.

24 • CONTACT | SPRING 2024

Your Full Service HOA Partner

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

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

globusconstructiongroup.com

972-494-1600 License license##M40988 M40988TECL175503 TECL175503TACLB00048137E TACLB00048137E

CONTACT | SPRING 2024 • 25

26 • CONTACT | SPRING 2024

Before You Jump Into Pool Season…

FOR PROTECTING YOUR PROPERTY WHEN THE UNEXPECTED HAPPENS

An HOA’s pool is among it’s “crown jewels”. It’s a significant investment and an enjoyable, attractive amenity to the community. It can also be a significant liability and “cost plus” if not maintained properly and proactively.

Ready or not, summer and the pool season is upon us. If you

some local regulations. A qualified CPO keeps up with more

aren’t ahead of the game, you run the risk of getting behind –

than just making sure a pool is ready to open for the season;

and that’s a game you don’t want to play. This article highlights

they also help make sure that pools, spas, and even wading

the many important things you need to be able to rely upon

pools and splash pads are up to code and ready to deliver on

your Certified Pool Operator (CPO) to assess and address to

your HOA’s expectations.

make it a “no bummer summer” for your HOAs.

Just Add Water? Umm…no

CPOs – Not Just Recommended; REQUIRED

A good, proactive CPO makes the job look easy – clean, clear,

If you don’t know already, the State of Texas requires all HOA

and carefree. There’s a whole lot more going on under the

pools to be managed by a CPO. Certification begins with

surface. Let’s take just a high-level look at the kinds of things it

training to improve operations, reduce risks, and comply

takes to get a pool ready for inspection:

with gov’t. regulations. CPO is a national certification but is

•

Plaster and tiles – cracks, separations, holes, missing tiles, etc.

•

Equipment

required by the State. There may be additional State and even

–

main

pumps,

secondary

pumps,

CONTACT | SPRING 2024 • 27

Chemical Feed & Control – as if alchemy alone wasn’t

chlorinators, backwash, skimmers, baskets, vacuum gauges…

•

wanna know more? It gets way more complicated. They all

enough…

need to work, and they all need to work together in key system

•

groupings to help ensure the pool passes inspection.

•

Safety equipment – life rings, shepherd’s pole, rope, life

hook, up-to-date drain covers, etc.

•

Signage - “No Diving” and pool depth markers on tiling,

“no lifeguard”, Pool Rules, location of emergency phone, etc.

•

Safety/Electrical – WORKING emergency phone (better

test it), GFCI on outlets, lights, secure drain covers, bonded pump motors, protected skimmer basket inlets, SVRD working (what’s that…my point exactly…), emergency shutoff(s), etc.

•

In And Around the Pool – gates (self-closing), locks as

appropriate, fence, pool ladders/hand rails, etc.

•

Chemicals – chlorine, pH, alkalinity, cyanuric acid (cya-

whatty?...) – it’s more than a science…sometimes it feels like alchemy. Get behind on proper chemical balances, and life gets complicated – fast. Cyanuric (CYA) is a subject all its own.

CPOs: Your Playbook(s) For Success Your CPO should leverage all the proactive, preventive, and “continuity” efforts they can. But when Mother Nature wants her way, she gets it – and that can stir up a whirlwind of

Water Circulation – a key component of pool health, but

easy to impede •

Facility Safety

•

Keeping Records – oh yeah…when the Inspector asks

“where’s your daily log?”…uh-oh…

•

Maintenance Systems – not to mention what’s new,

what’s old, what’s the impact on you HOA’s budget…

You, Your CPO and Your HOA: Partners In Success Don’t be alarmed, but YOU can also be on the team. It really depends on the preferred chain of command/chain of communication for each customer. The heart of the matter is this: •

A CPO is typically visiting your pool 3X per week during

peak season – per most requirements •

A good communication channel with a reliable HOA

contact is always beneficial if something beyond the normal game plan occurs •

You – if and as applicable – may be the designated

communication channel between your CPO and your HOA.

challenges. That’s when your CPO has to be ready to sweep in

The best of all worlds is when you, your CPO, and your HOA

quickly and responsively to save the day. Your CPO needs to

keep an open, positive, and proactive dialog. If something

have a reliable, repeatable game plan for success.

happens between scheduled visits, it’s best to know as soon

Maybe a good way to close out this brief overview is to give you a glimpse into the more “topical” requirements of CPOs. If you’d like to learn more, feel free to dive into over 280 pages of

as possible to maintain smooth, consistent operations, proper, safe water and chemical balances, and most importantly consistently happy residents.

the the Pool & Spa Operator Handbook. Not interested? We

Thank you for taking time to better understand the key roles

thought so. Here’s a few of the many chapters as they pertain

your CPO should be expected to play in providing quality,

to the issues highlighted in this article:

reliability, and compliance to help your HOA showcase one of

•

Regulations & Guidelines

•

Calculations – grab a calculator…you do NOT want to

miscalculate.

its greatest investments and amenities.

If you have any questions or would like to know more about getting your pool ready for a “no bummer summer”, call or email your CAI colleagues at Pool Butler! If your CPO has not

•

Pool Water Contamination

•

Disinfection

call Pool Butler. An ounce of prevention is worth…well, tens

•

Water Balance

of thousands of gallons of enjoyment!

•

Chemical Testing – remember that alchemy comment?

28 • CONTACT | SPRING 2024

already given your pool(s) a pre-inspection, call them now – or

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 | SPRING 2024 • 29

Trust, Confidence, and Integrity.

• All general construction repairs performed.

• Professional roof and property inspection reports provided.

• All types of roof repairs and replacements.

• All Insurance restoration repairs performed.

• Interior and exterior repairs performed.

• Licensed and certified commercial and residential roofing contractor.

LET VENSURE GROUP ROOFING AND GENERAL CONSTRUCTION ASSIST WITH YOUR NEXT INSURANCE OR RENOVATION PROJECT!

SINCE 1982 30 • CONTACT | SPRING 2024

VENSUREGROUP.COM

CONTACT | SPRING 2024 • 31

Condo & Townhouse Transactions A HORSE OF A DIFFERENT COLOR

Buying or selling a condo has some nuances that are distinctly different than buying or selling a single- family residence. The presumption among consumers that the steps in the transaction are the same. Consequently, most buyers, and sellers for that matter, select licensed, residential real estate agents who are a family member or referral from a friend or family member who may have never represented a condo or townhome property. A realtor, even an experienced single-family residential real estate agent, may lack the knowledge of the intricacies of these unique properties.

“I’ve been a licensed agent for 20-years, but I’ve never sold a

require a one-time contribution to the Capital Reserve Fund.

condo. Do I use the 1-4 Family Residential Contract?”

It is common that this one-time contribution to the Capital

As a realtor that sells more than 12 condos or townhouses

Reserve fund is equal to one-month’s HOA Assessment or

a year, I can’t count the number of times I’ve received a call from even the most experienced agents, with that simple question. And the answer is no. A condo is sold using the Residential Condominium Contract. The contract includes additional fields such as parking space and storage facility designations.

HOA Document Requirements While the 1-4 Family Residential Contract and, also the Residential Condominium Contract both include a field that identifies the amount that the buyer agrees to pay for the HOA transfer and Resale documents, many condominiums also 32 • CONTACT | SPRING 2024

HOA fee. It is important to research this and determine whether the buyer or seller is responsible for this one-time contribution and that it is clearly spelled out in the sales contract. Since many title companies are not familiar with how to allocate this amount, it is recommended to clearly spell out the amount that each party, buyer or seller, will pay for this one-time contribution to the Capital Reserve Fund.

Another consideration is whether the property is in a Master Planned Community that also has an HOA. If the condo or town house is in a neighborhood such as Valley Ranch or Las Colinas in Irving, they are also subject to Las Colinas Association HOA. When there is a second HOA, the agent

should also use a form called Addendum for Property Subject

database, https://entp.hud.gov/idapp/html/condlook.cfm. This

to Mandatory Property Owners Association even though,

research should be done prior to listing the property on the

the Residential Condominium Contract includes a field for

Multiple Listing Service (MLS) and displayed on the MLS listing.

mandatory HOA and even suggests that the Addendum for

Another financing consideration is whether there is any pending

Property Subject to Mandatory Property Owners Association is not required. This is a nuance that many agents fail to include in buyer client offers due to the verbiage in the Residential Condominium Contract suggesting that this Addendum is not required. Buyer agents should also be aware that the HOA Property Managers have 10-business days in which to provide the HOA Resale Certificate, By-Laws and any Rules Associated with the Association. With this in mind, it is recommended to input 15 days in this field in the offer contract. Normally, this is the seller’s responsibility to order the HOA documents. Failure to provide these documents to the buyer according to the days

litigation involving the specific property or the condominium or HOA association. If the specific property is involved in current litigation, it is unlikely that a lender underwriting department will approve financing. If it is the condominium or HOA association that is the defendant in an active lawsuit, the underwriter will research things like the: 1) nature of the litigation, 2) amount of the claim and whether the HOA has sufficient funds in the reserve fund to pay the claim or defend their position, and 3) claim represents a safety or condition issue that impacts the value of the property.

allowed by contract could result in the buyer terminating the

Conclusion

contract. Once these documents are delivered to the buyer, they

It’s always important for consumers to work with experienced,

have 7-days in which to review these documents. The buyer has

licensed realtors whether the consumer is a buyer or seller.

the contractual right to terminate the contract within that 7-day

Representing a client on a condo or town house property

period for any reason associated with those documents.

transaction is NOT the same as with a single-family residence.

Survey or No Survey

Townhomes may be categorized in the county tax rolls as a condo,

In a single-family residential sale, a survey and T-47 Affidavit are required to advise buyers of the property boundaries and ensure that these boundaries have not been changed by the seller. So,

townhouse or single-family residence and the agent representing the seller needs to know how the property is listed on the title in order to properly list the home.

with a condo or townhouse, survey or no survey? Surveys are

Buyers’ agents need to be familiar with the process differences

not required for condos in a building since the seller does not

for submitting an offer and following the appropriate steps in

own the land. Most town houses do require a survey and even,

closing a sale for a condo or townhouse to best represent their

some condos if they are free-standing with an attached wall. It

clients. It’s unlikely that an individual would go to their general

is important to understand if these two documents are required

practitioner medical provider for a symptom that requires a

when listing a property and making them available to potential

specialist, the same is true of selling or purchasing a condo or

buyers prior to the sales transaction. These documents are also

townhouse property.

required by the title company.

Financing the Purchase

Dr. Laurie Kane, REALTOR®

When working with buyers on a condo or town house sale that

CLHMS, CHMS, CNE

will be financed, the agent should have a list of lender referrals that can successfully finance the property. Condos or town house

972.402.4103 voice

communities must be approved for FHA or VA loans if that is

469.964.5263 text

the type of financing that the buyer will be using to purchase the

Laurie.kane@rmdfw.com

property. Real estate agents should research the type of financing

www.DFWHomesLaurieKane.com

the property is eligible for using the following government

CONTACT | SPRING 2024 • 33

34 • CONTACT | SPRING 2024

CONTACT | SPRING 2024 • 35

36 • CONTACT | SPRING 2024

CONTACT | SPRING 2024 • 37

MEMBERSHIP

REPORT New Members

Mr. Steven Cottrell (903)352-3438 steven@pmg.community Elisabeth Love (817)525-5178 safe.job0176@fastmail.com Mr. David Lewis Quins, Jr. (713)979-8802 david1boom@gmail.com Ms. Ahriel Ashley Raboteau (817)420-0267 ahrielraboteau@hotmail.com

Ms. Katy Butler CCMC - TX (972)546-0767 abutler@ccmcnet.com

Mr. Robbie Molina Future Outdoors, LLC (972)576-1600 robbie@futureoutdoors.com

Ms. Melissa Crossland CCMC - TX (469)785-5759 mcrossland@ccmcnet.com

Mr. Jason Turner Globus Construction Group (972)494-1600 jturner@globusmanage.com

Ms. Jessica Kuspa CCMC - TX (817)771-2650 jkuspa@ccmcnet.com

Mr. David Garrett Guardian Association Management, LLC (972)458-2200 dgarrett@guardianam.com

Ms. Betty Reichel (214)289-8674 georgiagirl1944@gmail.com

Gabriel Lamette CCMC - TX (210)906-0249 glamette@ccmcnet.com

Mr. Justin Lee Scott (760)884-4662 justin@captira.com

Julie Renee Villarreal CCMC - TX (469)358-0651 jvillarreal@ccmcnet.com

Ms. Faye Faye Nanette Stone Kolman, CMCA Mrs. Julie Whitworth CCMC - TX (505)948-4425 (469)636-9727 fayestone@hotmail.com Jwhitworth@ccmcnet.com Mr. Coleman Yates 365 Custom Courts Mrs. Kelly Zibell, AMS, PCAM (469)908-4689 Communitas colemany@365customcourts.com (916)479-4066 zibellkelly@gmail.com Mr. Donald Bainbridge ACS Mr. Branson Thomas McCallister (817)935-9100 Complete Landsculpture of Texas don@myacspro.com (214)425-3000 bransonm@completelandsculpture.com Stacy Cook Advanced Association Management, Inc. Herb Dorow (972)816-0891 Condo Insurance Pros stacy@advancedassociationmgmt.com (586)531-8755 hdorow@capassetriskmanagement.com Mr. George Edward Dupont Amberwood Farms Homeowners Mr. David Carter Association, Inc. Coventry Village Homeowners Association (214)585-0108 (972)974-2080 georgeedupont@gmail.com lemuel40@aol.com Mrs. Heather Karamitsos American Momentum Bank (239)219-5603

Ms. Joan Harkenrider Coventry Village Homeowners Association (214)564-5797 jfhark@gmail.com

Ms. Ashlin Weaver Aqua Bright Pool Services (469)252-5094 aquabright10@gmail.com

Ms. Veronica Hernandez Coventry Village Homeowners Association

Hkaramitsos@americanmomentum.bank

Mr. Ronald Zambor Coventry Village Homeowners Association Ms. Rosalind Johnson (732)580-2085 Associa Client Shared Services Center ronzambor@gmail.com (214)274-8049 rosalind.johnson@associa.us Mrs. Stephany E Lopez DoodyCalls of Dallas (571)368-1065 Ms. Misty Williams Assured Management, Inc. slopez@doodycalls.com (469)480-8000 mwilliams@assuredmanagement.com Brandy Byrom Essex Association Management, LP Dustin Cotten (972)428-2030 (7378) Bedrock Landscaping brandy@essexhoa.com (214)632-4447 dcotten@bedrocklandscaping.net Ms. April Greer FirstService Residential Dallas Matt Schultheis (817)682-8756 Brick & Stone Master April.greer87@gmail.com (817)485-7200 matt@basmpro.com Rodney Riepenhoff FirstService Residential Dallas Mr. Frank Cupersmith (903)456-4060 CAM Leadership Institute rodney.riepenhoff@fsresidential.com (612)250-8596 frank@camleadership.com Mr. Michael Romero FirstService Residential Dallas Ms. Courtney Shea Wilson (469)525-6021 CCMC - AZ michael.romero@fsresidential.com (940)230-6016 courtney.shea21@yahoo.com Josh Christensen Five Star Painting (469)600-7028 jchristensen@fivestarpainting.com 38 • CONTACT | SPRING 2024

Mr. Jackson M. Potter Offenhauser & Company Insurance Agency (903)255-6250 jpotter@fwoins.com Mr. Mark Valls OnGuard Camera Systems (214)415-9454 mark@onguardcamerasystems.com Ms. Melanie Rushing Open Space TX, LLC (800)572-4807 mrushing@openspacetx.com

Mr. Jason Mclean Hotwire Communications (561)323-8484 jason.mclean@hotwirecommunication.com

Nathan Layman Patriot Pool and Spa Dallas (972)834-4045 nathan.layman@patriotpoolandspa.com

Kendall Dunlap Insight Association Management (469)202-8877 kdunlap@insightam.com

Rebecca Londono Paul Davis Restoration of Fort Worth (682)554-2870 rebecca.londono@pauldavis.com

Victor Riley Insight Association Management (214)494-6002 (1220) vriley@insightam.com

Mr. Ben Schaeffer Play & Park Structures ben.schaeffer@playandpark.com

Trish Rodriguez Insight Association Management (817)266-7640 trodriguez@insightam.com Mr. Randy Smith Insight Association Management (817)805-4864 newperspective360@gmail.com Johan Alexander Pena Junction Property Management (214)482-3688 johan@junctionproperty.com Mr. Justin Bayer Knott Laboratory (480)316-1834 jbayer@knottlab.com Mr. Phillip Dennis L&P Global Security, LLC (469)290-8500 (107) p.dennis@lpglobalsecurity.com Ms. Judy Werner Ladera At Mansfield Condominium Association, Inc. (214)906-7835 jkw2115@hotmail.com Mr. Richard Joseph Augustyniak Lake Kiowa Property Owners Assoc (571)276-6916 rich.augustyniak@lkpoa.org Frances Mejia Multifamily Empire (469)322-3336 frances@multifamilyempire.com Charlene Zaree Fountain Neighborhood Management, Inc. (972)359-1548 (212) charlene.fountain@nmitx.com Mandy Lindsey Neighborhood Management, Inc. (972)359-1548 (215) msutherland@nmitx.com Mrs. Joy Thomas Neighborhood Management, Inc. (972)359-1548 jthomas@nmitx.com Christi Sherman NTS Contractors (214)450-5171 christi@ntscontractors.com

Ms. Destany Davis PMG North Texas (682)325-5355 destany.davis@principal-mgmt.com Ms. Nicole Dottin PMG North Texas (682)325-5341 ndottin@principal-mgmt.com Ms. Melisa Eckelbarger PMG North Texas (682)325-5339 meckelbarger@principal-mgmt.com

Mr. Gerry Tyer Positano Condominium Association, Inc. gerrytyer.positano.tx@gmail.com Andrew Foster Ratcliff Recovery Services, LLC (972)803-5708 andy.foster@ratcliffrecovery.com John Applebury RealManage (682)258-1759 john.applebury@realmanage.com Ms. Melissa Smith RealManage (806)452-9542 melwhite35@sbcglobal.net Mr. Caleb Wims RealManage (214)551-3343 calebwims12@gmail.com Mr. DeShaune Williams Rimkus (714)329-5639 dwilliams@rimkus.com Mr. Ryan Anderson Risen Pools (469)536-9990 ryan@risenpools.com Ms. Barbara Kaplan Rocket Station Virtual Staffing (972)814-0858 barbara@rocketstation.com Michael Edward Burkhart Rolling Suds of Dallas - Plano (469)361-0313 michael.burkhart@rollingsuds.com

Mr. Brandon Edwards PMG North Texas (972)722-6484 brandon.edwards@principal-mgmt.com

Donna Burton RTI/Community Management Associates, Inc. (972)943-2876 dBurton@cmamanagement.com

Miss Kailey Jordan PMG North Texas (682)325-5356 kjordan@principal-mgmt.com

Mr. Eusty Hermida SBB Community Management (469)560-4480 e.hermida@sbbmanagement.com

Ms. Sarah McMillan PMG North Texas (214)265-6423 sarah.mcmillan@principal-mgmt.com

Ms. Kimberly Michelle Miller SBB Community Management (469)422-9391 babygirlxixi@icloud.com

Ms. Melissa Nieswiadomy PMG North Texas (682)325-5344 mnieswiadomy@principal-mgmt.com

Mr. Bryan Mark Robertson SBB Community Management (214)548-2174 b.robertson@sbbmanagement.com

Ms. Luciana Lusvarghi Pitanga PMG North Texas (682)325-5343 lpitanga@principal-mgmt.com

Ms. Sara Wallace SBB Community Management (469)662-8879 saravwallace@gmail.com

Mrs. Nichole Rogers James PMG North Texas (214)265-6405 nrogers.james@principal-mgmt.com

Mr. Timothy Stone, II Scoop Masters Pet Waste Removal (661)428-8262 tstone@scoopmasters.com

Mr. Josh Ruggeberg PMG North Texas (469)237-0062 jshane@smu.edu

Mr. Michael St. Andre Security Reconnaissance Team (702)575-1460 m.standre@srteam-inc.com

Ms. Diana Smith PMG North Texas (214)265-6446 diana.smith@principal-mgmt.com

Simply Horticulture

Mr. Harold Wheat Bailey PMG North Texas (214)265-6402 hbailey@principal-mgmt.com

Mr. Andrew DeBarbieris SPARK Lighting (832)906-7095 andrew@sparklighting.com Rene Sanchez St. Andrews Place HOA (214)202-0142 renesanchez1940@gmail.com

MEMBERSHIP

REPORT Renewed Members

Mr. John Hagaman Star Outdoor (318)355-8787 suzie@gostaroutdoor.com Kietta Melchoir Texas Star Community Management, LLC (972)834-3694 kmelchior@tscmanagement.com Rick Dearing The Justice Claims Group (409)670-8140 rick@justiceclaims.com Mr. Kevin Milligan The McGowan Companies (216)926-1295 kmilligan@mcgowanprograms.com Patrick Mefferd TIGRIS Aquatic Services, LLC (903)630-1780 pmefferd@tigrisusa.com Ms. Samantha Erkes USA Shade (262)510-5131 serkes@14-west.com Mr. Steven Anthony Sherrard Village Association Management, LLC (214)552-1649 steve@villagemgmt.com Mr. Adrian Martin Webster Bank (214)270-6207 adrmartin@WebsterBank.com Misty Roberts Western Lake Estates Owners Association (817)709-8772 rbrts_msty@yahoo.com Ms. Brenda Lee Purvis White Bluff Resort (254)694-9276 bpurvis@whitebluff.com

Mr. Robert Bell, CMCA, AMS Miss Nicole Lee Carciofini, CMCA, AMS, PCAM Mr. Horace Michael Cassels Ms. Beth Fairbrother Ms. Chelsea Faxon-Reeves Mrs. Logan Chandler Galimulin, CMCA, AMS Mr. Erik Brandon Gould Mrs. Jennifer Harper, CMCA, AMS, PCAM Mr. James Webster Heck, II, CMCA, AMS, PCAM Mr. Stewart James Ms. Laura Aileen Johnson, CMCA Mr. Barry Jones, CMCA, AMS Ms. Consuelo Lopez, CMCA, AMS Mr. John Mouser, CMCA Mrs. Kimberly Musser, CMCA, AMS Mr. Shaun Poe, CMCA, AMS Mrs. Jessica San Miguel Mr. Fred Shapiro, PCAM Mr. Claret Villareal Valera, CMCA Mr. Nicholas A. Will, CMCA, AMS Mr. Ian Lanakila Williams Mrs. Kristina Elyese Wynn, CMCA, AMS Mrs. Celeste Ann Cavin Mr. Chase Gschwend, CMCA, AMS Mr. Colby Gschwend, CMCA, AMS Mrs. Jacqueline Bainbridge Ms. Christine Alfieri Ms. Michele Hernandez, CMCA, AMS Mrs. Nicole Zaitoon Mrs. Nicole Zaitoon Mrs. Adrienne Harris, CMCA, AMS Mr. Patrick Brensinger, CMCA Mr. Andrew Brock Ms. Carolynn Garrison Mr. John Krueger Ms. Dennie Laney Mr. Jose Maldonado Ms. Lisa Kay O’Neill, AMS, PCAM Ms. Adaeze Yvonne Nwamah Ms. Gayathri Parameswaran Ms. Maria Alejandra Quiceno Mr. Wayne Soural Ms. Sonya E Mokry, CMCA, AMS, PCAM Ms. Jacque Jagger Mr. Chris Broach, CMCA, AMS, PCAM Mr. Bob Owens Mr. Joe Bashara Mr. Jeff Bayer Mr. Robert Donosky Mr. Gary Freed Mr. Edward E. Gray Mr. Daniel Hight Ms. Susan Hoffman Mr. Stewart McLauchlan Ms. Anne Silander Ms. Beatriz Mooney Mr. Michael John Walker, CMCA Delaina Tabor Mr. Kevin Cavanaugh Mr. Brett Wiklund, CMCA, AMS, PCAM Ms. Kristi Leann Adair Mr. Ryan Alexander Ms. Katie Allen Ms. Eva Apelian Mr. Ty Armstrong, CMCA Ms. Valerie Beckwith Ms. Heather Bordner-Ayyob Mrs. Tina Borg Mrs. LaWanda Brannon, CMCA, AMS Mrs. Brooke Bullion Ms. Shonna Camacho Mr. Thomas Matthew Czaus Ms. Beth Direnzo Mrs. Amanda A. Duckworth, AMS, PCAM Ms. Stephanie Y. Gantt Ms. Tammy Hatter, CMCA, AMS, PCAM Ms. Marie Herrera, CMCA, AMS Ms. Kristi Hulme Mrs. Javona Jones Mrs. Catherine Cora Kemp Mrs. Erica McClelland Mrs. Jillian Meers, CMCA, AMS, PCAM Ms. Charrise Mitchell Ms. Teresa Muchler, CMCA, AMS, PCAM Mr. Brandon Norman, CMCA, AMS Mr. Scott Selman, AMS, PCAM Ms. Dodie Slama, CMCA, AMS, PCAM Ms. Jordyn Bryn Vilaros Ms. Marty Whitaker, CMCA, AMS Mr. Brian Wiedenhoeft Mr. Thomas Giovannini

Mr. Gary L. Gooch Kristy Cottonham Mr. David Dotson, RS Mr. Chris Evans Mr. Trevor Phillips Mr. Bill McNabney Ms. Anna Corcoran Ms. Brandy Adams, CMCA, AMS, PCAM Ms. Michele Drain, CMCA, AMS Mr. Jonathan Michael Driver, CMCA, AMS Mrs. Danielle Gould Demarcus Harris Mr. Matthew E. Keller, CMCA, AMS Mr. Justin LaHue Ms. Katie Ward, CMCA Ms. Susan Ward-Freeman Mrs. Katy Metcalfe, CMCA, AMS Mr. Gary Edward Josephson, CMCA, AMS Ms. Jennifer Anne Powers, CMCA Mr. David Garrett Mr. Robert W. James Anthony Scalia Ms. Reina Jeanne Zuckerman, CMCA, AMS Ms. Hope Williams Nebai Alvarez Ms. Ashley Moore Ms. Danita Glenn, Esq. Mr. Stewart Masterson, CMCA Ms. Pam S Pinzone Mr. David Beebe Mr. Bill Crawford Mr. John Holcomb Ms. Lauren Quinn Mr. Jim Cox Ms. Cassindra Charity Nutter Ms. Jacqueline Zurita Ms. Pallavi Raj Mr. Dale L. Smith, CMCA, AMS Mr. Casey Meyers Cameron Kirke Ms. Suzanne Hubbard, Esq. Mr. Zachary Adam Beasley, CMCA Ms. Beverly Coghlan, CMCA, AMS, PCAM Mrs. Christina Marie Fountain Ms. Rosanne M. Hill, CMCA, AMS Ms. Kristy Mccarthy Hanna Koebel Miss Mallory O’brien Mrs. Dana Renee Beckwith Mr. Landon Burt Mr. Don Cryer Mrs. Tiffany Dessaints, CMCA, AMS, PCAM Mr. Greg Farkas, CMCA, AMS Mr. Gary Hawthorne Mrs. Madison Alexis Jara Ms. Janel Dolan Jones Mrs. Suzanne LaGrange, CMCA, AMS Adrienne Noelle Laurent Mr. Gaige Lowden Ms. Joy L. Maxfield, CMCA, AMS, PCAM Ms. Allison McCleskey

Marca Michelle Ray Mr. Daniel Reinhold Mrs. Cheyenna Renee Tellez Alyssa Camille Williams, CMCA Craig Smith, CMCA Mr. Emilio Montano Mrs. Prane Kerley, CMCA Ms. Cindy Lynn Martin, CMCA, AMS, PCAM Mr. Robert Q. Cano Ms. Kendall Abbott, CMCA, AMS Daniel E. Jones Ms. Jocelyn s. Mcelvane Mr. Chris O’Neill Cynthia Urquidez Ms. Kim Weir, CMCA Mr. Jason York Mr. John George Mr. Ryan Halze Ms. Deena Still Ms. Laura (Kurak) Beckelman, PCAM Mrs. Candace Villela Davis, CMCA Ms. Alison E DeCarlucci, CMCA, AMS Ms. Mary Beth Hays Ms. Shelly L Hughes, CMCA Ms. Rita “Teri” Kerkman, CMCA, AMS, PCAM Mr. Kevin C. McDonald, CMCA, AMS Mr. David Meyer, CMCA, AMS Ms. Rebecca Tarpley, CMCA, AMS, PCAM Mr. Rick Abair, CMCA, AMS, PCAM Ms. Vanessa Burch, CMCA, AMS, PCAM Ms. Betty Crudden, CMCA, AMS, PCAM Ms. Janna Hicks Mrs. Nallely Jazmin Valdez, CMCA Ms. Bonnie Ball Mr. Craig Lengyel Ms. Chantal J. Huffstetter Mr. David Burger Mr. Donny Disbro Ms. Christina Harrington Mr. Tim Giles Mr. Chad Simmons Carol Mize Mr. Chris Honeycutt Mrs. Jennifer L. Jennings, CMCA, AMS Mr. Robert M. Blend, Esq. Mr. William Rathburn Mr. William Pierce Terry, Jr. Mr. Brock Troy Mr. Jeff Hilz Ms. Virginia Howard Townley, CMCA Ms. Virginia Howard Townley, CMCA Mr. Fermin Miranda Ms. Lindsey Courtney Mr. Max Hogan Mr. Michael Lesku, CMCA, AMS, LSM, PCAM Mrs. Mallory Nombrano, CMCA, AMS Ms. Jenifer Reider, CMCA Mr. Fines Oliver Roberts, CMCA, AMS Mrs. Katrina Swindle, CMCA, AMS Ms. Barbara Thomas, CMCA, AMS Mrs. Andrea M. Willett, CMCA

Rejoined Members Mrs. Rachael Eileen Carmichael, CMCA, AMS Ms. Adrienne Gutierrez, CMCA Mrs. Jeannie Marie Harvey, CMCA, AMS Mr. Robert Harvey, Jr., CMCA, AMS, PCAM Mr. Carl Hedrick, CMCA, AMS Ms. Francisca Micaela Mata, CMCA, AMS Ms. Kristin Munson Ms. Candy Peak Ross Ms. Kimberly Standiford Ms. Lea J. Marcou, CMCA, AMS, PCAM Ms. Ferronica Briggs Ms. Robin Anderson Mr. William Caspar Sullivan Mr. John Armstrong Mr. Joey Carona Nishan Dilip Joshi Ms. Kristi Bruening, CMCA, AMS

Mr. Mark Norton, AMS, PCAM Mr. Ryan Lemon Mr. Steve Nathan John Leventis Mrs. Margaret Raines, CMCA Mr. Tom Martin Mrs. Prane Kerley, CMCA Mx. Dondi Cherie Morse, CMCA, AMS Mr. Newton Hopkins Ms. San Juanita Prieto, CMCA, AMS Mr. Justin Chambers Mr. Daniel Andres Mr. Justin Christian Mr. Karl Fukuda, Jr., CMCA, AMS Ms. Margaret B Pearce Ms. Rachael Robinson, CMCA Mr. Laurence E. Scott CONTACT | SPRING 2024 • 39

MEMBERSHIP

REPORT

New Designations

Congratulations to our fellow CAI members who achieved new designations!

Mrs. Kim R. Henry, CMCA, AMS Mrs. Velvet Dawn Kelly, CMCA Ms. Brandy Adams, CMCA, AMS, PCAM Mr. Greg Libke, RS Mrs. Chelsea Nichols, CMCA, AMS Mr. Nicholas A. Will, CMCA, AMS Mrs. Brianna Cheryl Dessaints, CMCA, AMS Mrs. Cheri Lynn Wheeler, CMCA, AMS Mrs. Margaret Raines, CMCA Mrs. Bryanna Wright, CMCA, AMS Mr. Burt Jones, CMCA, AMS, PCAM Mrs. Kaitlin Ulrich, CMCA, AMS Mr. Karl Fukuda, Jr., CMCA, AMS Mr. Karl Fukuda, Jr., CMCA, AMS Mrs. Candace Villela Davis, CMCA Mrs. Ashleigh Danielle Richardson, CMCA, AMS Mr. John Mouser, CMCA

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

2/6/24 5/10/24 2/20/24 4/9/24 4/5/24 3/11/24 5/29/24 4/3/24 5/17/24 5/14/24 5/28/24 3/28/24 5/28/24 3/29/24 5/7/24 3/7/24 5/17/24

***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.

40 • CONTACT | SPRING 2024

CONTACT | SPRING 2024 • 41

14070 Proton Road, Suite 100 Dallas, TX 75244