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NEFLCAI.COM

VOL. 4 | ISS. 3

Northeast Florida Chapter Community Associations Institute

THE COMMUNITY CONNECTION IN THIS ISSUE Strategies to Amend Association Governing Documents Alexa, How Do We Deal with this Unit Owner? Construction Defects and the 4 Year Statute of Limitations Hurricane Preparedness Budgeting Tools

A Quarterly Newsletter for Community Association Volunteer Leaders, Professional Managers and Business Partners


2 | THE COMMUNITY CONNECTION


CONTENTS 9

Strategies for Obtaining Membership Approval to Amend Condominium and Homeowners’ Associations Governing Documents - James Roche, Esq.

12 Alexa, How Do We Deal with this Unit Owner? - Patrick Howell, Esq. 16 Construction Defects and the 4 Year Statute of Limitations: A Trap for the Unwary - Paul P. Terry, Jr. 18 2017 Hurricane Preparedness Guide - James Dycus, Sr. 20 Budgeting Tools - Patricia Truax Stewart

DEPARTMENTS AND MORE 5 6 6 7 13 22 24

Message from New CED Welcome New Members Editorial Calendar Upcoming Events Legislative Action Highlights Event Recap Directory

Providing education, networking, resources and advocacy for Community Associations in Northeast Florida and the professionals and volunteers who serve them. We welcome your suggestions and comments. Address them to: The NEFCCAI Community MISSION Connection STATEMENT 4250 A1A S, F-32 St. Augustine, FL 32080 405-410-7191

We also welcome article submissions from our members. For guidelines, please contact Leslie Pragasam at leslie@aquaticsystems.com. Articles may be edited for length and clarity. July 2017 | www.neflcai.com | 3


I

n May, I had the privilege of attending the CAI Annual Conference in Las Vegas along with Chapter President Ed Ronsman and President-elect Jimmy Dycus.

2017 CHAPTER SPONSORS

On May 4 and 5, Jimmy Dycus and I attended classes designed for CEDs and their Presidentelects which were designed to help us get the most out of our working relationship. Jimmy and I found this very informative and picked up some ideas we’re looking forward to implementing for our members.

Platinum

I arrived a day early on May 3rd for new CED training where I joined six other new CEDs from around the country and the new Canadian Chapter. CAI had a great day of programming for us, which included the “Nuts and Bolts of CAI” and “Lessons Learned” where we held a round table discussion with three veteran CEDs who gave us great tips on how we could best serve our Board and, most importantly, our members.

from the executive director

OFFICERS President - Ed Ronsman President-Elect - James Dycus Secretary - Sherry McNees Treasurer - Bob Chamberlain Director - Catie Marks Executive Director - Karen Foy COMMITTEE CHAIRS Membership - Sherry McNees Financial - Bob Chamberlain Gala - Donna Clawson Expo - in need of Chair Social - David Robinson Program/Education - Patricia Truax Stewart The Community Connection Editor - Leslie F. Pragasam

While Jimmy and I were in our schedule programs, President Ed Ronsman was also attending classes and gaining valuable information to make the most of the remainder of his presidency. He also found time to catch up with CAI President, Gregory G. Smith, CMCA, AMS, PCAM, senior vice president of Associa Northern California. Continued on page 28

Gold

Silver Aquatic Systems, Inc. BB&T Association Services Becker & Poliakoff Gunster Law

Jackson Law Group MAY Management Services PPG Paints July 2017 | www.neflcai.com | 5


Welcome New Members

chapter news

NEFLCAI proudly welcomes the following members who joined the chapter in April, May, and June! Individual Managers Matthew Chapman Alicia Nicole Koerber Phillip Pope Julian Sauer

Business Partners Lynn Manion - Association Dues Assurance Corporation Shane Kowalchik - Fidus Roofing Construction & Pavers Mike Mickler - First Federal Bank of Florida Rachel Garcia - Malarkey Roofing Products Chris Lentzke - Martin Home Exteriors Eric Williams - The Lake Doctors

THE COMMUNITY CONNECTION EDITORIAL CALENDAR

Month

Article/Submissions Due

Ads Due

October 2017 January 2018 April 2018 July 2018

September 1, 2017 December 1, 2017 March 1, 2018 June 1, 2018

September 18, 2017 December 18, 2017 March 19, 2018 June 18, 2018

6 | THE COMMUNITY CONNECTION


For more information on NEFLCAI meetings or upcoming events, email the chapter at info@neflcai.com or visit www.neflcai.com

July 20, 2017

Education Event Jacksonville Golf & Country Club 3985 Hunt Club Rd. Jacksonville, Florida, 32224

Jimerson & Cobb along with our LAC delegates will discuss the legislative session, CAI bills, and other legal issues. Check our website for more info & to RSVP.

events

August 17, 2017

Chapter Meeting

Join us as our industry leaders discuss preparing for the upcoming budget season.

TBD Check out website for more info & to RSVP.

April 2017 | www.neflcai.com | 7


Control Methods

January 2017 | www.neflcai.com | 9


By James Roche, Esq. with Jackson Law Group

Strategies for Obtaining Membership Approval to Amend Association Governing Documents If you are a condominium or homeowners’ association board member or community association manager, this scenario probably sounds too familiar: The association’s board of directors has identified a provision in the governing documents which would benefit the association to amend. Perhaps amending the provision could have a direct, positive financial effect (for example, removing that unfortunate provision excusing pastdue assessment liability of third-party purchasers after mortgage foreclosure). Unfortunately, however, the governing document provision requires 75% approval of the entire membership to amend and the association cannot even attain a quorum at its membership meetings. Accordingly, the board and manager question whether they should even attempt to propose an amendment to the governing documents and incur the associated expenses. Should they just give up? If the scenario above sounds familiar, there may be some strategies available to generate the support necessary to adopt the amendment, some of which are as follows: Informational Town Hall Meetings - One strategy is to invite the membership to one or more informal, informational “town hall” meetings.  Explanatory Cover Letter - Some associations will present an amendment to the membership by including it in the annual meeting notice package along with a proxy without

any prior notice or explanation of the purpose for the amendment. It is difficult to get someone to approve something that he or she does not understand, so springing an amendment on the membership without any prior communication might not produce the desired result. Consider taking the time to provide an explanation and ask for support in a cover letter. Campaigning - Do not underestimate the effectiveness of personal communication. Nothing prohibits a board member, committee member, or helpful association member from knocking on neighbors’ doors and asking for support (except for perhaps a restraining order!). Action by Written Consent - Depending on the issue being submitted to the membership for approval, and depending on any limitations that may be in your association’s governing documents, you may be able to obtain the requisite approval by written consent. Most residential community associations are organized as Florida not-for-profit corporations, which are governed by Chapter 617 of the Florida Statutes. Pursuant to Section 617.0701 of the Florida Statutes, members of the corporation may act by written consent if not prohibited by the governing documents. The benefit of soliciting approval by written consent is that the Association does not have to call a membership meeting and be concerned with adjourning the meeting to a                         Documents Continued next page July 2017 | www.neflcai.com | 9

16 | THE COMMUNITY CONNECTION


Documents Continued from previous page future date if the amendment does not pass at the first meeting. Instead, the association would generally have a 90-day period to obtain written consent forms and follow up with members who did not participate within the first 30 days. Suspending Voting Rights of Delinquent Members - Both the Condominium Act and the Homeowners’ Association Act permit the association to suspend a member’s voting rights if he or she is more than 90 days’ delinquent in the payment of “any fee, fine, or other monetary obligation due to the association." Suspended voting rights are subtracted from the total number of voting interests in the association and reduces the total percentage or number of all voting interests available to take or approve any action. Accordingly, suspending delinquent members’ voting rights at a duly-noticed board meeting might be the difference between passage and failure on a close vote. If your association is considering an amendment and is concerned about obtaining the requisite membership approval, perhaps some of the strategies referenced above could help. For assistance with determining a strategy for obtaining membership approval, navigating the process of obtaining approval by written consent, or suspending members’ voting rights, consider contacting an experienced condominium or homeowners’ association law attorney.

STAMP OF

APPROVAL 10 | THE COMMUNITY CONNECTION


April 2017 | www.neflcai.com | 11


By Patrick Howell, Esq. of Becker & Poliakoff

Alexa, How Do We Deal with this Unit Owner?     Every property manager had either dealt with, or heard horror stories about, the “neighbor from hell.” It’s that one person that lives in a condominium unit that just can’t get along with anyone and is always a source of annoyance and nuisance to his or her neighbors. Maybe it is just noise. Or perhaps it rises to the level of offensive behavior. But sometimes it can involve threats, stalking or other dangerous actions. Maybe even you, as the property manager, have been a target of such a person’s annoying, threatening, offensive, or dangerous behavior.

upon receipt of a noise complaint; c) requires the owner to reimburse the Association for $1,875 in landscaping destroyed by her; d) orders the owner to cease sending nuisance emails and text messages to the board members, property manager, or other owners; e) orders the owner to cease posting vulgar and defamatory social media post directed against the property manager, board members, vendors, or residents; and f) declares the Association to be the prevailing party entitled to recover attorneys’ fees and costs from the offending owner.

     For years, condominium owners, board members, and property managers dealing with such behavior have had very limited options. Often, the police will say that it is a “civil matter” and won’t get involved. But the civil options for an association have been limited to injunctions issued by an arbitrator with the Division of Condominiums, sometimes not worth the paper they are printed on. Until now.

    While the relief granted was due to the egregious nature of this particular case - the unit owner in question has a pending stalking claim against her - with this Final Order the Division of Condominiums sent a strong message to those unit owners that refuse to be good neighbors: “it will cost you greatly.” It is also noteworthy that the relief in this instance was obtained relatively quickly – about six (6) months from the filing of the petition with the Division of Condominiums.

    In a sweeping opinion from Division Arbitrator Terri Leigh Jones in a case argued by me, relief was granted to my client, a condominium association, that among other things: a) requires that the offending owner pay $1,000 per month to the Association to allow for a rent subsidy to a law enforcement officer, so that such officer could reside in the community to help keep the peace; b) forces the owner to turn over the key to her unit and allows the Association to perform unannounced inspections of the owner’s unit 12 | THE COMMUNITY CONNECTION

    To say that my client, the board, the owners, and the property manager are thrilled, is a huge understatement. A nightmare is finally ending. If a property that you manage is dealing with a similar situation, seek guidance from your community association law firm. Your options are no longer limited.


legislative action Highlights The Legislative Session has officially ended. This was a busy session & our CAI-FLA & LAC delegates have worked hard to advocate for realistic public policy affecting Associations. Some of the Bills mentioned in our last newsletter died before reaching the Governor or were vetoed by the Governor. Below are the Bills that passed & went into effect July 1st. CS/CS/CS/SB 398: Estoppel Certificates - Originally introduced by Sen. Kathleen Passidomo (R-Naples), this Bill revises requirements relating to the issuance of an estoppel certificate to specified persons; requiring a condominium, cooperative, or homeowners' association to designate a street or e-mail address on its website for estoppel certificate requests; prohibiting an association from charging a preparation and delivery fee or making certain claims if it fails to deliver an estoppel certificate within certain timeframes, etc. CS/CS/HB 1237: Condominiums - Originally introduced by Rep. Jose Felix Diaz (R-Miami), this Bill revises & provides requirements relating to condominiums, including kickbacks, association documents, attorney representation, recordkeeping requirements, purchasing of units at foreclosure sale, financial statements, powers & duties of Division of Florida Condominiums, Timeshares, & Mobile Homes, board membership, management services, conflicts of interest, arbitration, member voting rights, & reporting requirements; provides criminal penalties. HB 6027: Financial Reporting - Introduced as a Companion Bill to CS/CS/HB 1237 earlier this year, this Bill deletes provision authorizing certain associations to prepare report of cash receipts & expenditures in lieu of specified financial statements; deletes provision prohibiting condominium & cooperative associations from waiving certain financial reporting requirements. CS/SB 1520 Termination of a Condominium Association - Requiring a plan of termination to be approved by the Division of Florida Condominiums, Timeshares, and LAC continued on page 15 14 | THE COMMUNITY CONNECTION


LAC continued from page 13 Mobile Homes of the Department of Business and Professional Regulation and meet specified requirements for a condominium form of ownership to be terminated for all or a portion of the condominium property under certain circumstances; specifying that a plan of termination is presumed to be accepted if notice is not provided within the specified timeframe, etc. APPROPRIATION: $89,052.00 CS/HB 1271 Construction Defect Claims - Filed earlier this year, this Bill provides additional requirements for notices of claim, inspections, & notices of acceptance or rejection of settlement offers; requires, rather than authorizes, certain persons to serve copies of notices of claim to certain professionals; revises provisions relating to tolling certain statutes of limitations. It was indefinitely postponed and withdrawn from consideration in early May. HB 295 Homeowners' Associations - Filed earlier this year, this Bill revises uses of Florida Condominiums, Timeshares, & Mobile Homes Trust Fund; increases damages to which member of homeowners' association is entitled for denial of access to official records; provides cause of action for member against community association manager or management firm; prohibits reimbursement to community association manager or management firm for certain fines; provides & revises reporting requirements; provides that fine may not become lien against parcel; revises provisions relating to election of officers; provides presuit mediation for election & recall disputes; provides for binding arbitration by DBPR for certain disputes between parcel owner & homeowners' association, etc. It was indefinitely postponed and withdrawn from consideration in early May.

For more information on these and other Legislative advocacy discussions affecting your Association, please visit www.caionline.org. July 2017 | www.neflcai.com | 15


By Paul P. Terry, Partner at Angius & Terry

Construction Defects and the 4 Year Statute of Limitations: A Trap for the Unwary

    Most community managers know about the 10 year statute of limitations for construction defects, but far fewer know about the shorter 4 year statute of limitations. Failure to act within the 4 years can bar an Association from recovering for major and costly construction defects such as roof leaks and cracking stucco.      The 10 year statute of limitations runs from the date the certificate of occupancy was issued, the date the contract with the engineer or contractor was completed, or the date of actual possession by the owner, whichever date is latest. If the 10 year limitations period expires, then the Association’s entire claim is barred.      The 4 year statute of limitations is different in two respects. First, it starts to run from the time the defect is discovered or should have been discovered with the exercise of due diligence. For defects that are visually apparent (called “patent defects”), the time starts to run from the same date as the 10 year statute of limitations would start to run (described above).      For defects that are not visually apparent (called “latent defects”), the time starts to run when the Association actually discovers a defect, or should have discovered the defect. A common example is with roof leaks. If an Association has been dealing with roof leaks for more than 4 years, the statute may have expired. Alarmingly, the time will start to run even if the builder or roofer is performing repairs or issues an extended warranty (although you may be able to sue for breach of the warranty).  The lesson here is that whenever an Association is experiencing construction defects, the Association should promptly consult with an experienced construction defect attorney. Waiting to act, even where the contractor is performing repairs, can bar a claim for that defect.

16 | THE COMMUNITY CONNECTION 16 | THE COMMUNITY CONNECTION

    The good news is that the 4 year statute of limitations runs on a defect by defect basis. This means that the 4 year limitations period can expire for one defect but not for another. The Association’s knowledge of a defective roof because there are roof leaks does not necessarily mean that the Association has knowledge of defective stucco.      Particularly for new managers or new Board members, it is important to recognize the existence of construction defects that prior boards of managers may have known about, but not acted on. The time to file a claim may already be running even though you have only recently learned of the problem.


January 2017 | www.neflcai.com | 13


By James Dycus, Sr - Business Development Manager for Allied Universal Security Services

2017 Hurricane Preparedness Guide     Hurricanes are a type of tropical cyclone or low pressure system that is accompanied by thunderstorms. They can create violent waves, winds, rains and floods, and often lead to major damage and loss of life. Hurricanes are categorized by their wind strength and are given names when their winds reach 39 mph. Category 1 storms have the lowest wind speeds, while Category 5 hurricanes have the strongest. However, lower category storms can sometimes cause greater damage than higher category storms due to flooding and location. BEFORE A HURRICANE  Determine if you live in a hurricane–prone area and prepare a written plan for your home or business. Know where       you and your family or employees will go if         required to evacuate.  At the beginning of hurricane season in June, check your emergency kit supplies, rotate your food and water stocks and replace all batteries. Monitor the National Weather Service broadcasts (www.nws.noaa.gov/nwr) throughout the season (June 1 through Nov. 30). Know the difference between a “watch” and a “warning.” A hurricane watch means that the possibility exists for a hurricane within the next 48 hours and you should initiate protective measures, while a hurricane warning means that winds of at least 74 mph are expected within 36 hours or less and you should consider your safest location for shelter. EMERGENCY TRAINING Learn what you can do before, during and after  any disaster. Visit www.fema.gov for tips and info. 18 | THE COMMUNITY CONNECTION

Community Emergency Response Team (C.E.R.T.) classes are usually available through your local fire department. C.E.R.T. classes equip average citizens to deal with most types of disasters based on your area. EMERGENCY KITS FOR YOUR OFFICE, HOME AND VEHICLE Include the following items: jumper cables, battery-powered radio, road flares, oil, antifreeze, first aid kit, blanket, fuses, flashlight and batteries, gloves, screw-drivers, pliers, wrench, tire inflator, rags, paper towels, duct tape, pocketknife, pen/ paper, any personal medications, matches, energy bars and bottled water. SECURE YOUR HOME OR BUSINESS Contact your local building code official to find out what you will need to do to initiate improvement projects. Use hurricane straps to secure the roof to its structure frame. Consider adding permanent storm shutters to your windows or board them using pre-cut ½” thick plywood and screws with anchors. Trim trees and shrubbery around your property and clear out clogged gutters and downspouts. Tie down or secure any loose items outside and ask your neighbors to do the same. Take an inventory of everything you own and keep the list in a safe place away from the property.                                  Hurricane Continued on page 19


Hurricane continued from page 18 If your own insurance does not cover flood damage, call the National Flood Insurance Program at (888) 379-9531 for information regarding how to qualify for pre-disaster insurance. DURING A HURRICANE Pre-select an evacuation destination that is near your home or business. If you decide to leave the region, be prepared to encounter traffic. If you plan to stay at a hotel, call ahead to reserve a room. If you are unable to stay at a hotel or with family/friends, then take your emergency supply kit with you and head for a shelter. If you are ordered to evacuate, fill your vehicle with gas and leave immediately, as even a slight delay can result in longer travel times due to traffic congestion.

AFTER A HURRICANE Check yourself and others for injuries and seek medical attention immediately, if necessary. Apply pressure to any bleeding wounds. If you or others are trapped, do not try to move them unless there is immediate danger. Instead, call for medical assistance. Be aware of possible structural, electrical, or gas-leak hazards in your home or business. Also be on the lookout for and stay clear of contaminated water, downed power lines, and broken glass. If you smell gas in your home, turn off the main gas valve, open all windows and leave immediately. Notify the gas company, police or fire department and do not return until you are told it is safe to do so.

July 2017 | www.neflcai.com | 19


By Patricia Truax Stewart, CMCA, AMS, PCAM General Manager for Castle Group

Budgeting Tools - a Manager's Perspective     Whether small, medium, or large, all Associations have a requirement through their governing documents to develop an annual budget for the community association. A professional manager shall provide the proper leadership to the Board of Directors and community in establishing and implementing good budgeting controls and efficiencies. Budgeting for a community association, whether an HOA or Condominium is both a difficult task and massive responsibility for  every community association.  Proper planning and resources are key ingredients to a successful budget. MANAGER'S PERSPECTIVE      One of the key roles of a Community Association Manager is to prepare a budget for the Association which identifies all the revenue and expenses for both operating and reserve budgets for the following year. The budget sets the standard and creates a snapshot of how the community association will function for the following year.      A professional manager shall be educated about the financial reporting system for the community association so that they may report all financial matters and properly measure and control the financial operations of the Association. There are several advantages of a well-structured budget and how the budget is used as a management tool throughout the year. What are some of the key ingredients to a successful budget preparation and review? 1. Identification of what services and programs 20 | THE COMMUNITY CONNECTION

shall be provided in the coming year and whether those services shall be funded out of operating or reserves. 2. Prepare a Business Plan. In the beginning of each year, prior to the budget preparation commencing, prepare a business or strategic plan. The plan should identify the strategies for the coming year. As an example, does the Association want to add amenities such as a playground or a park? Or does the Association want to add staffing? All the goals and objectives of the association should be reviewed well in advance of the budget season so that all objectives can be met. 3. Create a Budget Calendar. Depending on whether the Association is an HOA or a condominium will dictate the timing of the budget. Additionally, by setting the budget calendar, it allows the Board, the Management Company, and the Finance Committee to measure the time between the drafts, reviews, and adoption of the budget. There are also specific meeting notice requirements depending on whether it is an HOA or condominium. 4. Develop a “Shell” Draft Budget Worksheet. Prepare a budget worksheet with the current year’s budget figures, the prior year’s budget figures, and the following year’s preliminary figures and confirm that all the formulas are set up properly. It is also recommended to develop a worksheet summary with full details for each line item developed in the budget. This is also a great tool to measure the budget throughout the year. 5. Review Financial History. As part of best prac                                   Budgeting Continued on page 21


Budgeting Continued from previous page tices, examine the financial report for the last 18 months to develop a cost and budgeting trend. You want to be able review and analyze all revenue and expenses over that time as historical data before setting the funding for the following year.

tices, there are always those costs which are not anticipated. It is always prudence to set aside some funding for “emergencies”. Being prepared is always a good plan.

11. Communication and Distributing the Budget. It is not possible to keep every resident informed, but keeping the budgeting process open and transpar6. Long Term Capital and Reserve Planning. As part ent gives residents a chance to have their options of best practices, it is always recommended to heard. It is always recommended to provide as evaluate the long-term planning. One of the best much information as possible to the community in ways is to create and develop a fixed asset study advance of the budget meeting. Distribute the budand reserve study utilizing an outside professional. get to the homeowners in plenty of time prior to This will create a tool for you to determine the lethe meeting the budget shall be adopted. It is alvel of funding needed over an extended period for ways recommended to host at least one (1) board both capital and reserve budget items. workshop: which it is another way to give owners an opportunity to ask questions before the budget 7. Evaluate all Insurance Policies. As part of best is adopted. practices, meet with the insurance advisor and gather data relating to the policies. It is also pruIn summary, plan, complete the review, and develdent to conduct an insurance appraisal by an outop proper budget controls to have a successful side professional to confirm that the current limits budget! and coverage being utilized for the association are correct and within the industry and community standards. 8. Review all Vendor Contracts. It is recommended that in the beginning of each year, you develop and maintain a “Contract Summary Listing” with all the contracts with a tracking method for costs. This will help track when the contracts renew and the funding for each of those contracts. 9. Conduct Maintenance Review. Throughout the year, a professional manager will be evaluating the maintenance program for the community and be reaching out to vendors for proposals for both repair & maintenance, administrative, and facilities management items. Preventative maintenance is a tool to help improve the community and reduce costs over a period. 10. Expect the Unexpected. As part of best prac-

July 2017 | www.neflcai.com | 21


Event Recap

Annual Expo

May 19, 2017 - Thanks to our sponsors, Aegis Community Management Solutions, Allied Universal, BB&T Association Services, Custom Tree Service, First Coast Mulch, Fletcher Stein, Herbie Wiles Insurance, KW Property Management, McCabe Law Group, Metro Property Services, Ramco Protective, Rockaway, Inc., Servpro, Valley National Bank, and our Expo Committee for making the 5th Annual Chapter Expo such a great success! Our Master of Ceremonies & resident comedian, Jimmy Dycus with Allied Universal, kept the laughs rolling throughout the day & introduced our Keynote Speaker, Cori Canady, Creative Director for CAI. CAMs & Board Members alike enjoyed a full day of CEU credited courses & mingled with over 30 of the best vendors in NE Florida. Congrats are in order to the Valley National Bank booth for winning Most Creative! Please contact Karen Foy at info@neflcai.com if you're interested in joining next year's Expo committee.

Photo credit: Bob Chamberlain & Cindy Dunlop

Educational Event June 15, 2017 Legislative Update - Paul Terry with Angius & Terry LLP discussed new & pending legis-lation in front of a packed crowd of board members, CAMs, and business partners. You do not want to miss the chapter's next Educational Event! Jimerson & Cobb, along with our LAC delegates will discuss the latest legislative session. The event will be held at Jacksonville Golf & Country Club on July 20th. Check our website for updates. 22 | THE COMMUNITY CONNECTION


Jumbo Shrimp Game June 28, 2017 This sold out event did not disappoint for Community Association Managers, Business Partners, & their families! Great people, great weather, great food, & a great win for the Jumbo Shrimp made this Summer social event a grand slam for the chapter & members! A surprise visit from the team's mascots, Southpaw & newcomer Scampi, was the icing on the cake for the evening! Join our email list to never miss an update because you do not want to miss our next social event!

July 2017 | www.neflcai.com | 23


Disclaimer - Information listed reflects that provided from the CAI National Office. Any changes or updates to contact information may be made by logging into your account at www.caionline.org or through the National Office.

PREMIER LISTINGS AEGIS COMMUNITY MANAGEMENT SOLUTIONS, INC. DAVID BURMAN AMS PCAM DAVIDB@AEGISCMS.COM AEGISCMS.COM ALLIANCE ASSOCIATION BANK PAUL KNUTH PKNUTH@ALLIANCEASSOCIATIONBANK.COM ALLIANCEASSOCIATIONBANK.COM ALLIED UNIVERSAL SECURITY SERVICES JAMES DYCUS JAMES.DYCUS@AUS.COM AUS.COM ANGIUS & TERRY, LLP MS. LAURIE SHRADER LSHRADER@ANGIUS-TERRY.COM ANGIUS-TERRY.COM AQUATIC SYSTEMS, INC. LESLIE PRAGASAM LESLIE.PRAGASAM@AQUATICSYSTEMS.COM AQUATICSYSTEMS.COM

Directory PREMIER LISTINGS

GUNSTER, YOAKLOY & STEWART, P.A. THOMAS JENKS TJENKS@GUNSTER.COM GUNSTER.COM JACKSON LAW GROUP, LL.M., P.A. EDWARD RONSMAN ESQ. INFO@JACKSONLAWGROUP.COM JACKSONLAWGROUP.COM LAKE & WETLAND MR. ADAM GRAYSON ADAM.GRAYSON@LAKEANDWETLAND.COM WWW.LAKEANDWETLAND.COM MAY MANAGEMENT SERVICES, INC. CATIE MARKS CMARKS@MAYRESORT.COM MAYMGT.COM PPG PAINTS JAY RICHARDS JAY.RICHARDS@PPG.COM PPGPAINTS.COM

BB&T ASSOCIATION SERVICES GEORGIA MILLER GGMILLER@BBANDT.COM BBT.COM

PUROCLEAN EMERGENCY RESTORATION SERVICES RUSSELL BENES RBENES@PUROCLEAN.COM PUROCLEAN.COM

BECKER & POLIAKOFF, P.A. MS. ROBYN M. SEVERS, ESQ. RSEVERS@BPLEGAL.COM WWW.BPLEGAL.COM

VALLEY NATIONAL BANK CINDY CRAFT DUNLOP CDUNLOP@VALLEYNATIONALBANK.COM VALLEYFLORIDA.COM

FIDUS ROOFING CONSTRUCTION & PAVERS SHANE KOWALCHIK SHANE@THEFIDUSGROUP.COM 24 | THE COMMUNITY CONNECTION


BASIC LISTING

BASIC LISTING

BASIC LISTING

Bullard, Herndon & Brown, P.A. Mr. Randall Herndon rherndon@bhbjaxcpa.com www.bhbjaxcpa.com

D. Armstrong Contracting, LLC Mr. Dennis Armstrong dennis@darmstrong.net www.Darmstrong.Net

CertaPro Painters Mr. Jeff Lee jlee@certapro.com www.certapro.com

Davey Tree Expert Company Mr. Josh Madden josh.madden@davey.com www.davey.com

Arthur J. Gallagher Risk Management Mr. David Dawson david_dawson@ajg.com www.ajg.com COLLECTIONS

CINC Systems Ms. Vickie Johnson, CMCA, AMS vickie@cincsystems.com www.cincsystems.com

Dragonfly Pond Works Mr. Tom Willson www.dragonflypondworks.com

ASAP Towing and Storage Mr. Thomas Wimsatt thomas@towingasap.com www.asaptowing.com

Clark Simson Miller Mr. Jason Miller sales@csmhoa.com www.csmhoa.com

Amelia Island Management Mr. Nicholas Lambiase nick.lambiase@omnihotels.com Ansbacher Law Mr. Barry B. Ansbacher bba@ansbacher.net www.ansbacher.net/

Association Dues Assurance Corp. Mrs. Lynn Manion lmanion@adac.us.com Atlantic Powder Coating Mr. Harold Matthews harold@atlanticpowder.net www.powdercoatingjacksonville.com Axiom Resources Mr. Ben Hippeli ben@associationcapital.com www.associationcapital.com BCM Services, Inc. Mrs. L. Denise Wallace denisew@bcmservices.net www.bcmservices.net Brightview Landscape Services Mr. George Rugen george.rugen@brightview.com www.brightview.com Brown & Brown of FL Ms. Pilar Willis pwillis@bbjax.com

CMC-Jacksonville Ms. Jennifer Presson, LCAM, CMCA jpresson@cmcjaxfla.com www.cmcjaxfla.com Coastal Construction Products Mr. Ron Mans rmans@coastalone.com www.coastal-fla.com Coastal Insurance Underwriters, Inc. Mr. Chuck Bushong cbushong@ciuins.com www.ciuins.com Community Advisors, LLC Mr. Charlie Sheppard, RS csheppard@communityadvisors.com www.communityadvise.com Community Solutions Management, LLC Ms. Melodye Pitts mail@communitysm.com www.melodyepitts.com

Driveway Maintenance, Inc. Mr. Kerry Barnes kbarnes@driveway.net www.driveway.net/ Duval Asphalt Ms. Jennifer Ragsdale jragsdale@duvalasphalt.com www.duvalasphalt.com Envera www.enverasystems.com Evergreen Lifestyles Management Mr. Kraig Carmickle kcarmickle@evergreen-lm.com www.evergreen-lm.com Fidelity Bank Ms. Mary E. Price mary.price@lionbank.com www.lionbank.com First Coast Association Management Ms. Alice Hubbard alice@firstcoastam.com First Federal Bank of Florida Mr. Mike Mickler micklerm@ffbf.com www.ffsb.com

Custom Tree Surgeons Mr. Scott Washington scottatcts@yahoo.com www.customtreesurgeons.com July 2017 | www.neflcai.com | 25


BASIC LISTING Fletcher Stein Insurance Agency Ms. Carie Whitcomb cwhitcomb@fletcherstein.com www.fletcherstein.com FORSITE - Mailboxes, Signs & Site Amenities Ms. Jennifer Lamolinara jenniferl@forsite.us www.mailboxesandsigns.com Global Solution Partners Mr. Keith Ruehl, RS kruehl@globalsolutionpartners.com COLLECTIONS www.GlobalSolutionPartners.com Greenway Lawncare Mr. Sasa Popovic contact@greenway-lawncare.com www.greenway-lawncare.com Herbie Wiles Insurance Mr. Wayne Howell whowell@herbiewiles.com www.herbiewiles.com HomeTeam Pest Defense Mr. Dan Eckman dan.eckman@pestdefense.com www.pestdefense.com/woodbridge Ian H. Graham Insurance Ms. Sylvia Tagle sylvia.tagle@aon.com www.ihginsurance.com IBERIABANK Ms. Felicia Cox felicia.cox@iberiabank.com www.iberiabank.com Jimerson & Cobb, P.A. Mr. Hans Wahl hwahl@jimersoncobb.com www.jimersoncobb.com Kings III Emergency Communications Ms. Candace Harrison charrison@kingsiii.com www.kingsiii.com 26 | THE COMMUNITY CONNECTION

BASIC LISTING Kipcon, Inc. Mr. Ed Pazden epazden@kipcon.com www.kipconengineering.com

BASIC LISTING Mutual of Omaha Bank Mr. Keith Collopy keith.collopy@mutualofomahabank.com www.mutualofomahabank.com

Krystal Klean Mr. Anthony Lewis Morgan tmorgan@krystalklean.com www.krystalklean.com

Norman Insurance Advisors, LLC Mr. Andy Norman anorman@normaninsuranceadvisors.com www.vandykenorman.com

Larsen & Associates, P.L. Mr. Mark King www.larsenandassociates.com

Pacific Premier Bank Ms. Alicia Granados, CMCA, AMS, PCAM agranados@ppbi.com www.ppbi.com

Landscape Maintenance Professionals www.lmppro.com Malarkey Roofing Products Ms. Rachel Garcia rgarcia@malarkeyroofing.com www.malarkeyroofing.com Martin Home Exteriors Mr. Chris Lentzke chrisl@mhejax.com www.martinhomeexteriors.com Massey Services, Inc. Mrs. Tami Swanson tswanson@masseyservices.com http://www.masseyservices.com McCabe Law Group, P.A. Mr. Michael John McCabe mccabe@jaxlandlaw.com www.jaxlandlaw.com McCall Services, Inc. Mr. Jerry Hall jhall@mccallservice.com www.mccallservice.com McGowan Program Administrators Mr. Joel W. Meskin, Esq., CIRMS jmeskin@mcgowanins.com www.mcgowanins.com Metro Property Services Mr. John Moore john@metropropertyservices.com www.metropropertyservices.com

Performance Painting Contractors, Inc Mr. Kevin Hughes Kevin@performance-painting.com www.performance-painting.com Popular Association Banking Ms. Molly Hime mhime@popular.com www.associationbankers.com Property Management Systems, Inc. Mr. Scott William Steffen, CMCA ssteffen@pmsiofflorida.com www.pmsiofflorida.com Pursiano Barry Bruce Lavelle, LLP Mr. Jason Bruce, Esq. jbruce@pblbh.com www.pbblawoffices.com Ramco Protective of Orlando, Inc. Mr. Benjamin Griggs b.griggs@ramcoprotective.com www.ramcoprotective.com Rizzetta & Company, Inc. Ms. Valerie Bethea Sentry Management, Inc. Mr. Gordon Wolfram Servpro of Jacksonville South & Arlington Ms. Kristy Ondrey Kristy@spjax.com www.servprojacksonvillesouth.com


BASIC LISTING Servpro of Mandarin, the Beaches/ Ponte Vedra & St. Augustine Ms. Robin Braddock robin@servpromandarin.com servpromandarin.com servprothebeachespontevedra.com Sherwin-Williams Mr. Linsey Ritch swrep5784@sherwin.com Shimp Sign and Design, Inc. Mr. Roy Luster Shimp, Jr. rlshimp@comcast.net COLLECTIONS shimpsigns.com Southeast Pipe Survey, Inc. Ms. Traci Abel traci@southeastpipe.com www.southeastpipe.com

BASIC LISTING

BASIC LISTING

Sovereign & Jacobs Property Management Companies Mrs. Ellen Lumpkin elumpkin@sovereign-jacobs.com

Williams Law Association, P.A. Mr. K.C. Williams III, Esq. kcw@williamspa.com www.WilliamsPA.com

Tankel Law Group Mr. Bob Tankel condolawyer@gmail.com www.TankelLawGroup.com

Yellowstone Landscapes Mr. Blaine Peterson bpeterson@austinoutdoor.com www.yellowstonelandscape.com

The Lake Doctors, Inc. Mr. Eric Williams eric.williams@lakedoctors.com www.lakedoctors.com Union Bank Homeowners Association Services Ms. Amanda Orlando, CMCA amanda.orlando@unionbank.com www.hoabankservices.com

SAVE THE DATE! 2018 CAI Annual Conference & Exposition May 9-12, 2018 | Washington, DC July 2017 | www.neflcai.com | 27


We also had the opportunity to hear from great speakers. The highlight of the conference was the awards ceremony held on Friday. Our NEFL Chapter was the recipient of two awards: The Best New Growth Award (Small Chapter) and the Chapter Management and Development Award, which was shared with the Central Florida Chapter for a Joint Lunch and Learn program held last December 16th. Jimmy Dycus accepted both awards on behalf of the Chapter. This was a very informative and educational conference, which I found invaluable as I continue to learn about CAI and how I can best help you, our members. Thank you for the opportunity to attend!

Karen Foy Chapter Executive Director NEFL Chapter of CAI

28 | THE COMMUNITY CONNECTION

Profile for NE Florida CAI

Vol 4 iss 3  

A Quarterly Newsletter for Community Association Volunteer Leaders, Professional Managers and Business Partners

Vol 4 iss 3  

A Quarterly Newsletter for Community Association Volunteer Leaders, Professional Managers and Business Partners

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