CAI-SEFL Community Living Magazine | 1st Quarter 2024

Page 1

Q1 | 2024
LIVING Community

TOPIC

CHAPTER EXECUTIVE DIRECTOR

Joe Napoli

CAI SOUTHEAST FLORIDA BOARD OF DIRECTORS

Michael Poorman, MBA, PCAM (President)

Jason Schoenholtz, CAM, CMCA, AMS, PCAM (President-Elect)

Diana Zayas-Bazan, CAM, CMCA (Vice President)

Sebastian Martinez, CAM, CMCA (Treasurer)

Diana Kuka (Secretary)

Debbie Ellison (Director)

Dr. Marcelo Martinez, CAM, CMCA (Director)

Jane Bolin, Esq. (Director)

Roberto Blanch, Esq. (Director)

David Bermudez (Director)

CHAPTER COMMITTEES

Membership Committee

Homeowner Leader Committee

Community Manager Committee

Business Partner Committee

Events Committee

Young Professionals Committee

CORRESPONDENCE (CHAPTER & MAGAZINE) (Sales, Marketing, Advertising, Creative, Subscriptions)

Joe Napoli

CAI-SE Florida Chapter 304 Indian Trace, Suite 538 Weston, Florida 33326 954-816-0661 | ced@cai-seflorida.org

CAI-SEFL Chapter Website: www.cai-seflorida.org

National Website: www.caionline.org

READER COMMENTS & ARTICLES WELCOME

Columns and ideas from all of our Chapter members are always welcome. Send submissions in Microsoft Word format to: ced@cai-seflorida.org. Articles appearing in Community Living reflect the author’s opinion and not necessarily that of CAI. Acceptance of advertising does not constitute an endorsement of the product or service.

Community Living is published quarterly by the Southeast Florida Chapter of the Community Associations Institute

This publication attempts to provide CAI’s membership with information on community association issues. Authors are responsible for developing the logic of their expressed opinions and for the authenticity of all presented facts in articles. CAI does not endorse or approve statements of fact or opinion made in these pages and assumes no responsibility for those statements. This publication is issued with the understanding that the publisher is not engaged in rendering legal, accounting or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

1Q | 2024 Contents

Letter from the CED Chapter Events

CAI Education Opportunities & Annual Conference

Recent Event Photos

Serve on a Chapter Committee

The Purpose & Benefits of HOAs

Good Governance: The Vital Role of Association Boards

The Valuable Benefits of Hiring a Project Manager

Resident Conflicts

The Vital Role of Comprehensive Pet Waste Management

Navigating Differences in Reserve Studies

The Costly Consequence of Neglect: Water & Mold Damage

What is CAI? OVER 43,000 MEMBERS AND GROWING!

Community Associations Institute (CAI) is a national organization dedicated to fostering vibrant, competent, harmonious community associations. For more than 40 years, CAI has been the leader in providing education and resources to the volunteer homeowners who govern community associations and the professionals who support them. Our members include community association volunteer leaders, professional managers, community management firms, and other professionals and companies that provide products and services to associations. Our local chapter serves over 500 members with annual events including Trade Show & Expo, Golf Tournament, CAM & Board Member Education events and so much more.

Community Associations Institute is committed to making diversity, equity, and inclusion a core aspect in our membership, on our staffs, and within the community association housing model at large. We firmly believe in the unique strengths of every individual and that diversity makes organizations more successful and communities more fulfilling. By actively cultivating diversity, we benefit from a vastly richer mix of ideas, perspectives, and life experiences that expand our thinking and our possibilities. We strive to foster a culture of discovery, innovation, and service as we continue to focus on our mission to build better communities.

At the Community Associations Institute Southeast Florida Chapter, diversity, equity, and inclusion stands for more than just a goal or quota. We strive to create an environment that reflects the various members we serve and where everyone feels empowered to bring their full, authentic selves. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our community.

4 6 8 11 12 16 20 24 26 28 32 34
Member!
Become a

2024 CHAPTER SPONSORS

Diamond Sponsors

Platinum Sponsors

Gold Sponsors

Management Company Sponsors

Become a Chapter Sponsor!

It’s the fast track to community association decision-makers! Every member of CAI Southeast Florida enjoys the opportunity of networking with community association decision makers. Becoming a Chapter Sponsor invests in your local Chapter and elevates your brand even more by being continuously recognized at Chapter events and through Chapter communications. Every sponsor receives a nice discount when they reserve for events, including expo booths and golf tournament entries. Learn which sponsorship works best for you. Scan the QR code or visit cai-seflorida.org/sponsors.

1ST QUARTER 2024 | COMMUNITY LIVING 3

Chapter News

It is with great enthusiasm and a sense of purpose that I write to each of you as the newly appointed Executive Director of our Southeast Florida Chapter. In stepping into this role. I want to express my heartfelt appreciation for the outstanding work of our former Executive Director, Nicole Salcedo, and affirm my dedication and commitment to propelling our chapter towards new horizons.

As we navigate this transition, I am honored to take the helm and build upon the successes of the past. My mission is clear: to advance our processes, enhance transparency, and foster a highly effective, efficient, and transparent organization that truly serves the needs of all our members and your Board.

Before I delve into the exciting prospects that lie ahead, please allow me to introduce myself. I bring with me experience as a certified Business Coach, specializing in leadership development and strategic goal attainment. My background as the City Manager of Cooper City, FL, Deputy City Manager of the City of Miami, and Chief of Staff at Miami International Airport equips me with the skills to navigate complex environments and lead comprehensive organizational management.

Furthermore, my tenure as Managing Director at Booz Allen Hamilton, where I spearheaded business development and managed the South Florida market, underscores my commitment to excellence in both the public and private sectors. At the core of my approach lies a profound dedication to upholding CAI's mission of inspiring professionalism, effective leadership, and responsible citizenship, bolstered by my military background and ethos of unwavering commitment to excellence.

Fresh off a comprehensive and invigorating Strategic Planning Session with our Board, I am excited to share our collective vision for the future (see photos on page 11). Together, we aim to aggressively expand our membership, with a particular emphasis on engaging community associations and homeowner leaders. This strategic imperative is not merely a checkbox to tick; it is a heartfelt commitment to fostering a dynamic, inclusive community where every member thrives.

Looking ahead, one of our paramount objectives is to engage and support our members through a diverse array of high-quality activities and events. These initiatives are designed not only to cultivate a sense of belonging but also to provide invaluable resources and insights tailored to our diverse membership base.

I am genuinely excited about the opportunities that lie ahead for CAI Southeast Florida Chapter. The recent Strategic Planning Session has provided us with a comprehensive roadmap, and I am eager to implement our goals and initiatives. Together, we will forge an organization that not only meets but exceeds expectations and stands as a beacon of excellence in our community.

I warmly invite each of you to actively participate in our community, share your invaluable insights, and contribute to the vibrant tapestry we are weaving together. Your satisfaction and success are paramount to our mission, and I am here to serve you. Thank you for entrusting me with the privilege of helping to lead our chapter into the future. I look forward to embarking on this journey together, shaping a future that reflects our shared commitment to excellence and community.

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CHAPTER EVENTS & EDUCATION

Calendar of Events

More details regarding upcoming events will be posted to cai-seflorida.org under the “Events” tab. Check back regularly for the most up-to-date information. Please be sure to register for all events in advance, as we need an accurate head count for space and food purposes prior to the event. All event details are subject to change.

• Thursday, March 28: Homeowner Leader Roundtable Event from 4:30 - 7:00 p.m. at Sea Watch on the Ocean in Ft. Lauderdale. Homeowner Leaders only. Seating is limited. RSVP required.

• Tuesday, April 9: Webinar - Legal Update from 12:00 - 1:00 p.m. via Zoom for CEU credit (LU). Presented by Diana Zayas-Bazan, CAM, CMCA of Ansbacher Law. Click here to register.

• Wednesday, April 17: Board of Directors Meeting from 8:3010:00 a.m. via Zoom. All members welcome to attend. Must register through Zoom link by clicking here

• Thursday, April 18: Educated Business Partner Course from 12:30 - 3:30 p.m. via Zoom. More details coming soon.

• Tuesday, May 14: Webinar - Hurricane Preparedness from 12:00 - 1:00 p.m. via Zoom for CEU credit (ELE). Presented by Best Roofing.

• Wednesday, May 15: Board of Directors Meeting from 8:3010:00 a.m. via Zoom. All members welcome to attend.

• Thursday, May 23: FLA Session Update - What is Florida Legislative Alliance? 5:30 - 8:30 p.m. at the Riverside Hotel on Las Olas Boulevard in Broward. Join CAI-SEFL Chapter Delegate Members Lisa Magill, Michael Poorman, and Jason Schoenholtz.

• Saturday, June 8: Summer Picnic hosted by the Young Professionals Committee at C.B. Smith Park. Join us in Pembroke Pines for a family-friendly community event hosted for Community Association Managers and Homeowner Leaders. This special gathering serves as our Chapter’s initiative to give back to the community. There are five sponsorship opportunities available. Click here to RSVP for the event and click here to become a sponsor.

• Tuesday, June 11: Webinar - Elections & Annual Meetings from 12:00 - 1:00 p.m. via Zoom for CEU credit (ELE). Presented by Roberto Blanch, Esq. of Siegfried Rivera.

• Thursday, June 13: FLA Session Update - Session Update & International CAM Appreciation from 5:30 - 8:30 p.m. at Ball & Chain in Miami Dade. Join CAI-SEFL Chapter Delegate Members Lisa Magill, Michael Poorman, and Jason Schoenholtz.

• Wednesday, June 19: Board of Directors Meeting from 8:3010:00 a.m. via Zoom. All members welcome to attend.

• Tuesday, July 9: Webinar - Time Management for the Busy Professional from 12:00 - 1:00 p.m. via Zoom for CEU credit (HR).

• Wednesday, July 17: Board of Directors Meeting from 8:30 - 10:00 a.m. via Zoom. All members welcome to attend.

• Thursday, July 25: Homeowner Leader Roundtable Event from 4:30 - 7:00 p.m. at Tarantela. Homeowner Leaders only. Seating is limited. RSVP required.

• Tuesday, August 13: Webinar - Florida Condominium & Cooperative Safety from 12:00 - 1:00 p.m. via Zoom for CEU credit (IFM). Presented by EmpireWorks Reconstruction.

• Saturday, August 17: Homeowner Officer Leadership Workshop from 10:00 a.m. - 3:30 p.m. at Bonventure Golf Club.

• Wednesday, August 21: Board of Directors Meeting from 8:3010:00 a.m. via Zoom. All members welcome to attend.

• Saturday, August 24: Community Managers Workshop from 10:00 a.m. - 3:30 p.m. at the Biltmore Hotel.

• Tuesday, September 10: Webinar - Budgeting for Community Associations from 12:00 - 1:00 p.m. via Zoom for CEU credit (IFM). Presented by Diana Zayas-Bazan, CAM, CMCA of Ansbacher Law.

• Wednesday, September 18: Board of Directors Meeting from 8:30 - 10:00 a.m. via Zoom. All members welcome to attend.

• Friday, October 11: Golf Tournament at Trump National Doral Golf Courses in Miami. More details coming soon.

• Thursday, October 24: Halloween Party hosted by the Young Professionals Committee. Step into a world of business collaboration and Halloween fun. Join us in creating a spooky and enjoyable atmosphere for Community Association Managers and Homeowner Leaders. Six sponsorship opportunities available. Click here to become a sponsor.

6 COMMUNITY LIVING | 1ST QUARTER 2024
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CAI NATIONAL Education Opportunities

CAI offers many online learning opportunities (click on the dates below to register or obtain more information) that lead to professional credentials. View the 2024 Education Catalog for additional resources.

» March 21-22: M-205 - Risk Management (Live Virtual Course)

» April 11-12: M-320 - High Rise Maintenance and Management (Live Virtual Class)

» April 18-19: M-100 - The Essentials of Community Association Management (Live Virtual Class)

» May 6-8: M-100 - The Essentials of Community Association Management (Annual Conference - Las Vegas, NV)

» May 7: M-201 - Facilities Management (Las Vegas, NV)

» May 7: M-202 - Association Communications (Las Vegas, NV)

» May 7: M-203 - Community Leadership (Las Vegas, NV)

» May 6-7: M-204 - Community Governance (Las Vegas, NV)

» May 6-7: M-205 - Risk Management (Las Vegas, NV)

» May 6-7: M-206 - Financial Management (Las Vegas, NV)

» May 7: M-400 - Contemporary Issues in Community Association Management (Las Vegas, NV)

» May 23-24: M-206 Financial Management (Live Virtual Class)

» May 30-31: M-203 - Community Leadership (Live Virtual Class)

» June 6-7: M-100 - The Essentials of Community Association Management (Live Virtual Class)

» June 13-14: M-370 - Managing Developing Communities (Live Virtual Class)

» June 27-28: M-202 - Association Communications (Virtual Class)

Community Now: 2024 CAI Annual Conference & Exposition

May 8-11, 2024 | Caesars Palace in Las Vegas

CAI’s epic event returns to Las Vegas! Join us for the ultimate gathering of community association managers, homeowner board members, and business partners at the 2024 CAI Annual Conference and Exposition: Community NOW. Connect with old friends and meet new ones at spectacular networking events, inspiring education sessions, and the world-class exhibit hall showcasing the latest technology and solutions for community associations.

Through shared perspectives, experience and knowledge, a strong peer network is one of the best resources for creating community legacies. Shape your future success and strengthen your personal and professional connections by meeting colleagues from around the world and building on their collective wisdom.

The Annual Conference features plenty of opportunities to develop connections and expand your network with small-group interactions and large social events. Receptions, meetings, exchanges and ShopTalks offer a variety of venues for advancing ideas and cultivating the professional contacts that can be as critical to success as education and experience.

THURSDAY KEYNOTE SPEAKER

Bert Jacobs is the co-founder and CEO of the $150 million lifestyle brand Life is Good. When he and his brother John started the company

in 1994, they had $78 in their pockets, lived out of their van, and sold t-shirts on the streets of Boston. Was this their way of avoiding the “real world”? You bet. Did it turn into something much bigger? Absolutely. It has been 30 years since they sold their first t-shirt, but Bert and John champion the same mission to this day: to spread the power of optimism. On their journey, they’ve been inspired by a vibrant community of resilient optimists who consistently demonstrate the depth and meaning behind the three simple words “Life is Good.”

Register by April 30 and save $50! Member cost is $679; Homeowner Member cost is $564; and Non-Member cost is $809. For more information, visit the event website here and watch the promo video below on YouTube

8 COMMUNITY LIVING | 1ST QUARTER 2024
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NEW CHAPTER MEMBERS

New and Returning CAI-SEFL Chapter Members from October 26, 2023 to March 11, 2024

BUSINESS PARTNERS

AquaGuard, LLC

Steven Fielding

Atlantic Pacific Insurance

William Scott Watson

Bank OZK

Larry Jones

BankUnited

Stacey Drengberg

Brown & Brown Insurance Inc

Nick Leto

Commercial Disaster Solutions

Thomas A Werney

East Coast Facilities

Brian Steele

Paul Bange Roofing

Natasha R. Sweetser

Pinnacle Financial Partners

Michael Coleman

Saka Bryant, P.A. Attorneys at Law

Kevin Bryant, Esq.

Stone Building Solutions

Mary E. Kaufold

Sunstates Security, LLC

Michael Necolettos

The Inspectors of Election, LLC

Kurtis Peterson

United Professional Engineering

Bryan Rammel

MANAGEMENT COMPANIES

Access Management

Michael W Laster, CMCA, AMS, PCAM

DST Property Management

Donna Childrey

MANAGEMENT COMPANIES CONTINUED

Innovative Property Management Services of South Florida

Juan Ignacio Paiz Riera, CMCA

Statewide Security Enforcement & Investigations Joe Targia

MANAGER MEMBERS

Alfonso Enrique Moncada Trident Management

Amy Lachat Lynch

Annabel Gonzalez DST Property Management

Astrid Mota, CMCA

Didier Pérodin, CMCA FirstService Residential South Region

Michael David Voss, CMCA, AMS Phoenix Management Services

Pedro Isaias Penate

KW Property Management and Consulting, LLC

Rodney Toussaint Village of Bridgewood

Virginia M Ochoa, CMCA, AMS Community Management Professionals, Inc.

VOLUNTEER LEADERS

Alfredo Arroyo

Lauderdale West Community Association No. 1

Anna Bender

Lauderdale West Community Association No. 1

Benjamin Wellmann

Boca View Condominium Association, Inc.

Carol Waananen

Cypress Bend Protective Corporation

COOCVE Board President

Condo Owners Org of Century Village East

VOLUNTEER LEADERS CONTINUED

Dorothy Walker

Mariposa Pointe at Weston Town Center

Ian Estebanez

Boca View Condominium Association, Inc.

Igli Kuka

Boca View Condominium Association, Inc.

Laura Weinkle

Mariposa Pointe at Weston Town Center

Lisa Baade

Pine Island Ridge Condominium G Association

Marc Wijtenburg

Mariposa Pointe at Weston Town Center

Michael J. Poorman, CMCA, AMS, PCAM

Mariposa Pointe at Weston Town Center

Murray Kamerman

Cypress Bend Protective Corporation

Neil Friedman

Mariposa Pointe at Weston Town Center

Robert Cosgrove

Pine Island Ridge Condominium G Association

Sally Zayas

Lauderdale West Community Association No. 1

Teresa Zaccheo

Boca View Condominium Association, Inc.

Thaniel Smith

Cypress Bend Protective Corporation

Toni Rubino

Cypress Bend Protective Corporation

Valentina Gorodetsky

Boca View Condominium Association, Inc.

WANT TO JOIN THE CHAPTER?

Homeowners, Managers, and Business Partners can become members. Visit cai-seflorida.org/join!

10 COMMUNITY LIVING | 1ST QUARTER 2024

SPONSOR LUNCH & BOARD PLANNING SESSION

1ST QUARTER 2024 | COMMUNITY LIVING 11

COMMITTEES

Serve on a Chapter Committee!

This new year brings fresh opportunities for you to get involved and have an impact! One such opportunity is volunteering to serve on a Chapter committee. The CAISEFL Board of Directors has adopted a new Committee Charter, with a slate of the following committees: Membership, Homeowner, Community Manager, Young Professional, Business Partner, Events, and Nominating. The Committee Charter below outlines the responsibilities of each committee and details of volunteer terms, meeting frequency, etc. Please consider serving on one of these committees! Email the CED Joe Napoli at ced@cai-seflorida.org.

COMMITTEE CHARTER

I. Purpose

The Committee is established by the Board of Directors (the Board) of CAI-SEFL to assist the Board in executing the strategic vision and mission for the chapter. The committee’s primary purpose is specific to each committee and will be updated and modified based on the chapter’s strategic priorities each year.

II. Committees & Responsibilities

a. Membership Committee – To help recruit and onboard new members to the organization and support the membership journey of existing members. The focus is membership recruitment and retention. Additionally, the committee plays a key role in selecting the nominee for the ‘Recruiter of the Year’ award at the annual gala.

b. Homeowner Leader – To assist in recruiting other homeowner leaders and provide feedback to the needs of community association boards. This committee will be responsible for the programming of the homeowner leader workshop event. Additionally, the committee will be responsible for nominating candidates for the ‘Homeowner Leader’ award at the annual gala.

c. Community Manager – To identify the learning and development opportunities for managers; to facilitate the ongoing education opportunities for community manager members. This committee will be responsible for the programming of the community manager workshop event. Additionally, the committee will be responsible for nominating candidates for the ‘Community Manager of the Year’ award at the annual gala.

d. Young Professional – To help recruit and onboard young professional members. A specific focus for this committee is to create relationships and give back opportunities to local charities. The committee will also be actively involved in nominating candidates for the annual ‘Young Professional of the Year’ award to be presented at the gala.

e. Business Partner – To ensure business partners are engaged in chapter

events and to create opportunities for business partners to support the educational needs of the chapter members. This committee will also play a crucial role in nominating candidates for the annual ‘Business Partner of the Year’ award, to be presented at the gala.

f. Events – To coordinate with the Executive Director to ensure a complete event calendar for the year and that each event includes check-in, survey, and sponsorship acknowledgment. This committee will be responsible for the golf event and will also be instrumental in nominating candidates for the annual ‘Above & Beyond Volunteer of the Year’ award to be presented at the gala.

g. Nominating Committee – To identify future board members and committee members, and to create a succession plan for the next fiscal year.

III. Membership & Term

Members will serve for a term of 1 year at the Board’s discretion. The Board shall appoint one board member to liaison with each committee. All committees shall consist of at least three (3) and no more than nine (9) members with the exception of the nominating committee that will follow the procedures as set forth in the bylaws. All committees shall nominate a chair of the committee from the member leaders during the first meeting of the committee. The board liaison shall not act as the chair unless otherwise directed by the Board of Directors.

IV. Meeting Frequency

Each committee shall meet at least quarterly or more frequently as deemed necessary.

V. Reporting

Each Committee Chair shall report the committee’s activities and recommendations to the Board following each committee meeting by submission of a written summary to the Board liaison. Committee reports shall be made to the Board by the Board liaison.

VI. Authority

Each Committee is advisory and may not execute contracts or otherwise contract, promise, or bind the Chapter to any legal obligation. Any actions recommended by the Committee shall be reviewed by the Board of Directors who may further direct actions as necessary.

VII. Adoption and Amendment

This charter shall be adopted by the Board of Directors of CAI SEFL. It may be amended or revised by the Board as necessary to ensure the effective governance of the organization’s operations. Adopted by the Board of Directors on: February 21, 2024.

12 COMMUNITY LIVING | 1ST QUARTER 2024

Chapter Sponsorships

Every member of CAI Southeast Florida enjoys the opportunity of networking with community association decision makers. Becoming a chapter sponsor invests in your local chapter and elevates your brand even more by being continuously recognized at chapter events and communications. Every sponsor receives a nice discount when they reserve for events, including an expo booth and golf tournament entries.

DIAMOND SPONSORSHIP: $5,500

• One (1) Foursome at the 2024 Golf Tournament at Trump

National on October 11, 2024.

• Half Page Ad in Quarterly Business Directory and printedthe directory is distributed at in-person events

• Booth at Expo with two (2) company representatives

• DBPR Approved CEU Education Opportunity at Hot Topics

Dinner in Miami Dade or Broward or Online Webinar. Obtain registration list as the instructor.

• Two (2) tickets to the End of the Year Gala

• Company logo on Chapter email blasts and linked company logo on Chapter website.

• Recognized in Magazine as a Chapter Sponsor and may submit article. The digital copy will be shared on the website, social media, and email blast to the membership and prospect list

PLATINUM SPONSORSHIP: $3,500

• One (1) Foursome at 50% off for 2024 Golf Tournament

• Quarter Page Ad in Quarterly Business Directory and printed - the directory is distributed at in-person events

• Booth at Expo with two (2) company representatives

• DBPR Approved CEU Education Opportunity at Hot Topics

Dinner in Miami Dade or Broward or Online Webinar. Obtain registration list as the instructor.

GOLD SPONSORSHIP: $2,500

• Booth at Expo with two (2) company representatives

• Quarter Page Ad in Quarterly Business Directory and printed - the directory is distributed at in-person events.

• One (1) ticket to the End of the Year Gala.

• Recognized in Magazine as a Chapter Sponsor and may submit article. The digital copy will be shared on the website, social media, and email blast to the membership and prospect list

• One (1) ticket to the End of the Year Gala

• Recognized in Magazine as a Chapter Sponsor and may submit article. The digital copy will be shared on the website, social media, and email blast to the membership and prospect list

MANAGEMENT FIRM SPONSORSHIP: $1,000

• Booth at Expo with two (2) company representatives

• Full Page Ad in Quarterly Business Directory and printedthe directory is distributed at in-person events

• One (1) Foursome at the 2024 Golf Tournament

• DBPR Approved CEU Education Opportunity at Hot Topics Dinner in Miami Dade or Broward or Online Webinar. Obtain registration list as the instructor.

14 COMMUNITY LIVING | 1ST QUARTER 2024
PURCHASE YOUR CHAPTER SPONSORSHIP ON CAI-SEFLORIDA.ORG

WEBINAR SPONSOR: $2,000

4 AVAILABLE

• First come, first serve.

• CED Background with company high-resolution logo will be used as Zoom background.

• Obtain copy of the registration list at the end of the course.

• Second Tuesday of each month (excluding December).

NETWORKER SPONSOR: $5,000

6 AVAILABLE

• First come, first serve in the industry.

• Two (2) company representatives included to attend Networker event.

• Company logo branding in each invitation.

• RSVP List provided for the in-person mixers.

• Two (2) Dade networking events and two (2) Broward networking events.

CHAPTER PICNIC SPONSOR: $2,500

5 AVAILABLE

Join us at CB Smith Park on Saturday, June 8, 2024 for a family-friendly community event hosted for Community Association Managers and Homeowner Leaders. This special gathering serves as our Chapter’s initiative to give back to the community. As a sponsor, you’ll have the unique opportunity to network and connect with influential Association decisionmakers in a delightful environment. Don’t miss the chance to support and engage with key figures while enjoying a day of community spirit and collaboration.

• Sponsor is responsible to bring 6-foot table, two chairs and a tent.

• Sponsor is responsible for bringing marketing materials approved by the Young Professionals Committee.

• Recognition in Community Living Magazine as an Event Sponsor.

• Company branding on all event-related marketing.

• Sponsorship includes four (4) tickets.

CHAPTER HALLOWEEN SPONSOR: $950

6 AVAILABLE

Step into a world of business collaboration and Halloween fun at our Chapter Halloween Party on Thursday, October 24, 2024. Join us in creating a spooky and enjoyable atmosphere for Community Association Managers and Homeowner Leaders.

As a valued sponsor, you’ll receive drink tickets, the opportunity to bring two (2) company representatives, prominent branding on all marketing materials, and the chance to showcase your brand with an approved banner at the event, courtesy of the Young Professionals Committee. Don’t miss this exciting occasion to engage with key industry players and leave a lasting impression in a festive setting.

The deadline to sign up is no later than May 31, 2024. There are no prorated sponsor types. Sponsorship is first come, first serve, and payment must be received.

1ST QUARTER 202 4 | COMMUNITY LIVIN G 15
PURCHASE YOUR CHAPTER SPONSORSHIP ON CAI-SEFLORIDA.ORG

The Purpose & Benefits of HOAs

Nurturing Harmonious Community Living

Homeowners Associations (HOAs) have become synonymous with planned residential communities, offering a structured framework for managing shared spaces and fostering a sense of community. In this article, we will explore the purpose of HOAs and the array of benefits they bring to residents, ultimately contributing to a harmonious and well-maintained living environment.

THE PURPOSE OF HOAS

A Homeowners Association is an organized entity formed by residents within a specific community, often a planned development or condominium. The primary purpose of an HOA is to manage and enhance the overall quality of life within the community. By establishing and enforcing rules, collecting fees, and maintaining common areas, HOAs serve several key purposes:

1. Community Governance: HOAs act as a governing body, setting and enforcing rules and guidelines that ensure a consistent and harmonious living environment. These rules often cover architectural standards, landscaping requirements, and acceptable behavior, creating a cohesive community aesthetic.

2. Maintenance of Common Areas: One of the primary responsibilities of an HOA is the maintenance and upkeep of shared spaces within the community. This includes landscaping, parks, recreational facilities, and other common areas. By managing these spaces, HOAs contribute to an aesthetically pleasing environment for all residents.

3. Financial Management: HOAs collect regular fees from homeowners to fund community upkeep, maintenance, and improvements. These fees, often referred to as assessments, are crucial for the financial health of the association and the overall well-being of the community.

4. Dispute Resolution: HOAs play a role in mediating disputes between residents. By providing a structured mechanism for conflict resolution, HOAs contribute to a harmonious living environment and ensure that community rules are consistently upheld.

BENEFITS

1. Aesthetic Consistency: One of the significant benefits of living in an HOA community is the aesthetic consistency it offers. HOAs enforce

Continued on page 18

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PROPERTY MANAGEMENT

architectural and landscaping standards, ensuring a visually cohesive neighborhood. This consistency enhances the overall curb appeal and contributes to higher property values.

2. Shared Amenities: Many HOA communities provide residents with shared amenities such as pools, gyms, parks, and clubhouses. These facilities offer additional recreational options without the responsibility of individual maintenance, fostering a sense of community engagement.

3. Enhanced Property Values: The oversight provided by HOAs, along with the enforcement of community guidelines, helps protect and enhance property values. A well-maintained community with appealing common areas contributes to a desirable living environment.

4. Community Engagement: HOAs actively engage residents through organized events, social gatherings, and collaborative projects. These activities create a sense of community and belonging, encouraging residents to participate and connect with their neighbors.

5. Structured Decision-Making: The decision-making process within an HOA is typically governed by a board of elected members. While some residents may feel the process is bureaucratic, it ensures that community decisions are made collectively, representing the interests of the majority.

6. Dispute Resolution Mechanism: HOAs provide a formalized system for addressing conflicts between residents. This structured approach helps maintain harmony within the community by addressing disputes in a fair and impartial manner.

7. Regular Maintenance and Upkeep: HOAs take responsibility for the regular maintenance and upkeep of common areas, relieving homeowners of these tasks. Well-manicured landscapes, clean parks, and properly maintained facilities contribute to a high-quality living environment.

8. Sense of Security: Many HOA communities implement security measures, such as gated entries or security patrols, fostering a sense of safety and security among residents.

CONSIDERATIONS FOR PROSPECTIVE RESIDENTS

While the benefits of living in an HOA community are evident, prospective residents should consider a few key factors before making a commitment:

1. Review HOA Rules: Understand the rules and regulations set by the HOA. Ensure that these guidelines align with your lifestyle and preferences.

2. Evaluate Fees: Carefully review the structure of HOA fees. Understand how they are utilized and whether they fit within your budget.

3. Attend HOA Meetings: Attend HOA meetings to gain insights into the decision-making process and voice any concerns or suggestions.

4. Explore Community Atmosphere: Interact with current residents to gauge the community’s atmosphere and culture. Consider whether it aligns with your expectations.

Homeowners Associations (HOAs) serve a vital role in nurturing harmonious community living by managing shared spaces, enforcing guidelines, and fostering a sense of collective responsibility. The benefits of living in an HOA-governed community, including aesthetic consistency, shared amenities, and community engagement, contribute to an enriched residential experience. Prospective residents should carefully consider the dynamics of an HOA and actively engage in the community to ensure a positive and fulfilling living experience.

18 COMMUNITY LIVING | 1ST QUARTER 2024
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Good Governance The Vital Role of Community Association Boards

Effective governance is essential for the success and wellbeing of condominiums and homeowners’ associations. The board of directors, as the governing body of these communities, plays a crucial role in promoting good governance. In this article, we explore the meaning of governance and the components of good governance. We then detail the key responsibilities of the board of directors and how their actions contribute to fostering transparency, accountability, and a thriving community environment.

UNDERSTANDING GOVERNANCE

Governance, at its core, involves the processes, practices, and structures through which an organization or community operates and is directed. It establishes the framework for decision-making, oversight, and the fulfillment of responsibilities by the board, and

encompasses a broad spectrum of activities that are aimed at ensuring the well-being and prosperity of the community.

COMPONENTS OF GOOD GOVERNANCE

For a board to genuinely embody good governance, it must prioritize these fundamental principles: transparency, accountability, representation, and vision. Transparency involves the deliberate cultivation of openness and accessibility, ensuring that information about community decisions, financial matters, and operational processes is readily available to all residents. Accountability acts as a pivotal mechanism, compelling the board to take ownership of its actions and decisions. This not only includes transparently

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ASSOCIATION BOARDS
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ASSOCIATION BOARDS

communicating the rationale behind choices but also ensuring responsiveness to the diverse needs and expectations of the community.

Furthermore, representation is crucial, with the board functioning as a true reflection of the community it serves. This involves active engagement with residents, considering and incorporating diverse perspectives, and consistently working towards a governance structure that faithfully represents the collective interests of its members. Lastly, a strategic vision is imperative, involving the development and implementation of long-term plans that steer the community toward sustained success and adaptability to future challenges.

ROLE OF COMMUNITY ASSOCIATION BOARDS

UPHOLDING THE GOVERNING DOCUMENTS

The board of directors is responsible for upholding and enforcing the governing documents of the community association, such as the bylaws, declarations, and covenants. By ensuring compliance with these documents, the board establishes consistency, fairness, and predictability within the community.

DECISION-MAKING AND POLICY DEVELOPMENT

A fundamental role of the board is making decisions and developing policies that guide the community. The board promotes good governance by engaging in thoughtful deliberation, considering the interests of all residents, and adhering to legal requirements. Clear documentation of discussions and decisions through accurate minutes is essential for transparency and accountability.

FINANCIAL STEWARDSHIP

Managing the community’s financial affairs is a critical responsibility of the board. This includes creating and managing budgets, collecting assessments, and overseeing financial reporting. The board promotes trust and good governance by exercising fiscal responsibility, conducting regular audits or reviews, and ensuring transparency in financial matters.

ENFORCING RULES AND REGULATIONS

The board of directors is tasked with enforcing the rules and regulations of the community. This includes addressing violations, resolving disputes, and maintaining a harmonious living environment. Consistent enforcement, done fairly and transparently, fosters a sense of equity among residents and contributes to good governance.

COMMUNICATION AND TRANSPARENCY

Open and effective communication is vital for good governance. The board should regularly communicate with residents, providing updates, sharing important information, and seeking input. Transparent communication channels, such as newsletters, community websites, and town hall meetings, help build trust and engage residents in

community matters. The minutes of board meetings play an integral role in serving as a record of communication and decisions made, ensuring transparency and accountability.

COMMUNITY ENGAGEMENT

Encouraging homeowner engagement and participation is key to a vibrant and cohesive community. The board should actively seek input, involve residents in decision-making processes, and create opportunities for involvement through committees or volunteer activities. Engaged homeowners contribute to the community’s success and enhance good governance.

ENGAGING PROFESSIONAL EXPERTISE

At times, the board may need to seek professional expertise to address complex legal, financial, or maintenance issues. Engaging qualified professionals can provide valuable guidance and ensure compliance with applicable laws and regulations. Documenting these engagements in the minutes reinforces the board’s commitment to informed decision-making and responsible governance.

CONCLUSION

The board of directors plays a pivotal role in promoting good governance within community associations. By upholding governing documents, making informed decisions, managing finances responsibly, enforcing rules fairly, fostering open communication, encouraging homeowner engagement, and seeking professional expertise when needed, the board establishes a foundation of transparency, accountability, and community well-being. Accurate and comprehensive minutes provide a historical record of board actions, enhancing transparency and ensuring the community’s interests are upheld. Through these efforts, the board contributes to a thriving community where residents can enjoy a harmonious and fulfilling living experience.

Matthew McEwan serves as the VP of Sales & Marketing at Minutes Solutions, a professional minute-taking company that specializes in community associations. Known for their prompt, accurate, and objective meeting minutes, the company has documented over 50,000 meetings for more than 3,000 communities and organizations across North America. Before his tenure at Minutes Solutions, Matthew spent eight years at a condominium management company, where he worked closely with community association boards of varying sizes. He is currently a board member of two non-profit organizations, continually seeking ways to enhance board effectiveness in fulfilling their essential roles. For more information, visit minutessolutions.com.

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The Valuable Benefits of Hiring a for Association Construction Projects Project Manager

Homeowner and condominium associations (HOAs) often oversee various construction and renovation projects to maintain and enhance their communities. These projects can range from simple repairs to significant infrastructure upgrades. While HOA members may have the best interests of their community at heart, managing construction projects can be complex and challenging. This is where a professional project manager can prove invaluable. In this article, we’ll explore the numerous benefits of hiring a project manager for homeowner association construction projects.

1. EXPERTISE AND EXPERIENCE

A project manager brings expertise and experience to the table. They have a deep understanding of construction processes, regulations, and best practices. This knowledge is crucial for navigating the complexities of construction projects, ensuring they are completed efficiently, safely, and within budget.

2. EFFICIENT PROJECT PLANNING

Project managers are skilled in developing comprehensive project plans. They create detailed schedules, allocate resources, and set

clear objectives. This meticulous planning helps prevent delays, cost overruns, and unexpected issues, ensuring projects stay on track from start to finish.

3. COST CONTROL

Effective cost management is a core responsibility of a project manager. They work diligently to control project expenses, negotiate with contractors, and track spending. This not only helps HOAs stay within their budget but also maximizes the value of their investments.

4. RISK MITIGATION

Construction projects inherently come with risks, such as delays, design changes, and unforeseen issues. Project managers are experts at identifying potential risks and developing strategies to mitigate them. Their proactive approach minimizes disruptions and keeps projects moving forward.

5. QUALITY ASSURANCE

Maintaining high construction standards is vital for the long-term

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24 COMMUNITY LIVING | 1ST QUARTER 2024 PROJECT MANAGEMENT

well-being of an HOA. Project managers ensure that work is executed according to specifications and meets quality standards. This attention to detail helps prevent costly repairs or replacements down the line.

6. EFFECTIVE COMMUNICATION

Project managers serve as a bridge between homeowners, contractors, and other stakeholders. They facilitate clear and open communication, addressing concerns and keeping everyone informed. This fosters a harmonious working environment and minimizes misunderstandings.

7. TIME SAVINGS

Hiring a project manager allows HOA management to focus on daily operational and personal responsibilities. It saves them the time and stress of managing a construction project themselves. This can be especially important for volunteer-driven HOAs where members have limited time to spare.

8. LEGAL AND REGULATORY COMPLIANCE

Navigating the complex web of building codes, permits, and regulations is a daunting task. Project managers are well-versed in these requirements, ensuring that all aspects of the project meet legal and regulatory standards. This helps avoid costly legal issues and delays.

9. ACCOUNTABILITY

A project manager holds all parties involved accountable for their responsibilities and deadlines. This ensures that work progresses according to the project plan and that everyone is fulfilling their obligations.

Incorporating a project manager into your homeowner and condominium association construction projects can provide a multitude of benefits. Their expertise, experience, and commitment to efficiency, cost control, and quality assurance makes them a valuable asset for any HOA. By hiring a project manager, HOAs can streamline the construction process, save time and money, and ultimately enhance the safety and quality of life for their residents.

Daleik A. Vaughn, MBA is a Project Manager and Licensed Community Association Manager with On Point Managing Solutions, Real Estate Broker, Adjunct Professor of Residential Property Management at the Huizenga College of Business at Nova Southeastern University. Learn more at onpointmanagingsolutions. com and connect with Daleik on LinkedIn.

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Resident Conflict: How to Handle Difficult Situations Like a Pro

Managing a community can be stressful, and resident conflict can add to that stress. Some have become more quick-tempered, less patient, and have shorter fuses today than ever before. This is due in part to life’s daily challenges.

As a board member, you want to handle resident issues as soon as they arise. Keep reading to learn what’s behind heightened resident irritability and ways to manage and reduce some of the tension.

CAUSES OF RESIDENT CONFLICT

So, what’s behind the rise in conflicts among residents, staff and board members, and when did things start to escalate? We can name a couple of reasons.

“We noticed tensions rising among residents in the communities we manage at the height of the pandemic,” said Amy Sanchez, president of the Central Florida division at FirstService Residential. “With so many people being forced to spend most of their time at home, the boundaries between home and work had become increasingly blurred causing emotional strain.”

And as more people experience emotional strain and other stressors such as job loss or financial problems, conflicts – between residents and your property staff – are inevitable.

26 COMMUNITY LIVING | 1ST QUARTER 2024 COMMUNITY MANAGEMENT
Continued on page 27

“We’ve experienced increasing occurrences of resident conflicts that we’ve had to navigate,” said Sanchez. “In one instance, a resident hung a banner from their balcony with inappropriate language, violating the community’s appearance standards. When the association asked for the banner’s removal, the resident became agitated and took out their frustration on the office team. For their safety, the staff was asked to leave the property and work off-site until a resolution could be reached.”

What steps can boards, supported by their management team, take to manage resident conflicts? Here are 5 tips you may find helpful.

TIP #1: FOSTER A SENSE OF COMMUNITY

A sense of community can facilitate neighborly relationships and help residents strengthen social connections and build trust with each other and staff.

“Building and maintaining positive relationships within a community can have so many benefits,” said Sanchez. “It can really improve the overall quality of life and wellbeing for residents and staff. Just think about the possibilities when a board’s primary focus is to foster a sense of community and belonging. It makes you rethink how you manage violations or architectural modifications. All of a sudden, you want to be more friendly and helpful. It’s a game changer and can easily be folded into every board and management decision.”

TIP #2: BE TRANSPARENT

Clear written and verbal communications are essential to prevent misunderstandings. Even if the news is difficult to deliver, be forthcoming with the information residents need to know. Communicate with residents about potential changes, such as fee increases, so they do not feel caught off guard.

“Consider having a town hall meeting where your insurance broker or other third-party experts can come in and discuss what residents should expect while allowing them to ask questions,” said Pinillos. “The current economic climate has left many associations grappling with rising costs, so this might be a great opportunity to let your residents know what’s happening.”

TIP #3: SEEK TO UNDERSTAND

Anger can sometimes make it difficult for people to express their concerns. When a resident approaches you in an agitated state, try to determine what the real problem is. Are they upset with you because they forgot to turn the water off and their unit is flooded, or are they worried about the cost of the repairs? Try to identify the root cause of their concern.

TIP #4: DOCUMENT ALL INCIDENTS

When a resident conflict arises, it is imperative to document it. A written record serves as evidence and an official journal of the

incident. If necessary, this journal can be used in legal proceedings.

TIP #5: SET EXPECTATIONS

We know that setting and enforcing rules can be stressful, but it’s crucial for maintaining a safe and secure community. Implementing policies and guidelines will help residents understand that they must meet specific standards to provide everyone with a healthy and safe environment. A good property management company will work with your board to ensure proper protocols are followed.

Handling resident conflict can be challenging for any community association board. The range of factors contributing to conflicts can be diverse and complex. But it is possible to resolve them with the right approach.

Audri Amoro is a marketing content manager at FirstService Residential. Before joining FirstService, Audri held several marketing and communications roles across different industries, including non-profit and tech. Audri has a communications degree from California State University, Dominguez Hills. For more information, visit fsresidential.com/corporate.

1ST QUARTER 2024 | COMMUNITY LIVING 27

The Vital Role of Comprehensive Pet Waste Management in Community Associations

In community living, harmony among residents is essential for a thriving environment. An often overlooked but significant source of discord among residents is pet waste. As community association managers, it's imperative to recognize the pivotal role of establishing a comprehensive pet waste management program to mitigate conflicts, preserve the environment, and safeguard public health.

UNDERSTANDING THE PROBLEM

Dog waste ranks as the primary source of conflict in communities, causing tension among residents and disrupting the tranquil ambiance of shared spaces. Beyond being a nuisance, it poses severe environmental and health risks. Unlike other pollutants like lawn fertilizer or motor oil runoff, dog waste carries parasites and bacteria that can transmit diseases to humans, potentially causing illnesses. Additionally, it can spread viruses fatal to young dogs and attracts pests like rats, further exacerbating the issue.

For community association managers, addressing the challenge of pet waste is not just a matter of convenience but a responsibility toward residents, the community, and the environment. Establishing robust pet waste management protocols demonstrates a commitment to promoting a safe and hygienic living environment while fostering a sense of community responsibility.

IMPLEMENTING COMPREHENSIVE SOLUTIONS

Developing a comprehensive pet waste management program involves various strategies, including education, enforcement, and infrastructure improvements. Enforcing pet waste regulations through fines or penalties can help deter irresponsible pet ownership practices, but only if residents have been provided with the means to pick up after their pets. Educating residents about the importance

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28 COMMUNITY LIVING | 1ST QUARTER 2024 PET WASTE

of proper waste disposal and providing convenient disposal stations can significantly reduce instances of unsightly waste accumulation in common areas while further reducing conflict.

While it may be convenient to task lawn maintenance companies or regular cleaning staff with handling pet waste, this approach often exacerbates the problem rather than resolving it. These professionals are typically not equipped with the specialized knowledge or tools required for proper pet waste management. Inadvertently, they may spread bacteria and contaminants to other parts of the property, posing additional health risks to residents.

Moreover, assigning these duties to non-specialized personnel can detract from their primary responsibilities, leading to inefficiencies and potential dissatisfaction with their job roles. Rather than burdening existing staff with unfamiliar and unpleasant tasks, community association managers can benefit from can benefit from partnering with experienced pet waste management professionals who possess the expertise and resources to address the issue comprehensively. Leveraging their expertise can streamline the process and ensure sustainable, long-term success. By entrusting this crucial aspect of community management to specialized professionals, managers can ensure optimal results allowing their staff to focus on their core responsibilities.

In conclusion, addressing the issue of pet waste is paramount for

community association managers seeking to foster harmonious living environments. By implementing comprehensive pet waste management programs, managers can mitigate conflicts, protect public health, and preserve the integrity of shared spaces. Collaborating with experienced partners like DoodyCalls can further enhance the effectiveness of these efforts, ensuring a cleaner, healthier, and more enjoyable community for all residents.

Our journey began with two long-time friends, Lieutenant Colonel Francisco Reyes and Aldo Centeno, sharing a vision to implement their deep sense of community service and love for pets. Francisco's Marine Corps leadership background and Aldo's sales and customer service expertise made them the perfect team to tackle a pressing issue – pet waste. They recognized that dog poop is more than just a mess; it's an environmental pollutant and a health hazard that can strain relationships with our fellow residents and our pets. To learn more about pet waste management strategies, please contact miami@doodycalls. com to schedule a free lunch & learn for your office and earn certification credit or visit www.doodycalls.com/miami.

1ST QUARTER 2024 | COMMUNITY LIVING 29
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Demonstrating a Commitment to Quality by Securing the AAMC© Accreditation

Miami-based Trident Management has achieved the Accredited Association Management Company (AAMC) from industry trade organization Community Association Institute (CAI). By attaining this honor, Trident joins an elite group of fewer than 250 community association management companies that hold the AAMC designation.

Trident Management, an established community association management (CAM) company based out of Miami, Florida, announced today its successful achievement of the Accredited Association Management Company© (AAMC©) accreditation. This honor comes as a result of a lengthy effort to prove Trident's holistic dedication not only to the CAM industry, but all of its clients.

A notoriously rigorous process developed by the Community Associations Institute (CAI), qualifying for AAMC accreditation requires completing multiple steps: In addition to providing CAM services for 3 or more years, at least 50% of the company's CAM managers must personally hold one of three levels of CAI accreditation. These accreditations can take dozens of hours of tests and practical examinations over the course of several years to complete, with the most challenging being the Professional Community Association Manager™ (PCAM™), which at least one member of senior management must hold.

These collective achievements emphasize the company's enthusiasm and devotion to providing high-quality service to community associations throughout South Florida. Co-founder of Trident

Management, Jason Schoeholtz, recently attained the PCAM designation and was a driving force behind helping other managers get credentialed to complete this process. He believes that these collective achievements emphasize the company's enthusiasm and devotion to providing high-quality service to community associations throughout South Florida.

"We are all deeply committed to the management of community associations and this recognition helps affirm that commitment," says Schoenholtz. "Trident is honored to receive such a distinguished recognition from CAI."

Learn more about becoming an Accredited Association Management Company at www.caionline.org

Founded by a trio of real estate and property management experts, Miamibased Trident Management has over 50 years of combined real estate and property management experience. Trident's team of experts are dedicated to providing leading services and exceptional support, both in person and through cutting-edge technology. To learn more about how Trident Management currently serves the Greater Miami area, including MiamiDade, Broward, and Palm Beach, visit their website at tridentmiami.com.

30 COMMUNITY LIVING | 1ST QUARTER 2024 ACCREDITATION
1ST QUARTER 202 4 | COMMUNITY LIVIN G 31 Why Settle For The Status Quo? Community Assoction Management We develop, & adapt the latest systems, processes, and technologies to efficiently manage your property. Property Management Services From tracking assessments to sending late notices. Our financial experts help you manage your books. Accouting Management Trident is bringing a bold new way of thinking to South Florida properties with a comprehensive suite of association management, property management, and accounting services. We won’t settle for the status quo. Trident provides what your community are looking for: personal service, more flexibility, greater transparency, faster turnaround, and a better overall experience. We’re Here For You By combining cutting-edge technology with a collaborative, team-based approach, Trident empowers the whole community to achieve optimum results so you can take back control of your life. Your Solution Our Services Our experts take care of the daily details, to free up your time while maximizing your association’s success. Get In Touch 800 West Ave C-1, Miami Beach, FL 33139 (305) 535-7599 info@tridentmiami.com  www.tridentmiami.com 

Navigating Differences: Reserve Studies & Structural Integrity Reserve Studies

The core purpose of any reserve study is the same – to serve as a capital expenditure forecasting tool and reserve funding plan to offset such expenditures. These resources provide knowledge on the true cost of ownership for your community and aim to ensure the physical well-being of your association. However, there are some key differences between a typical reserve study and a Structural Integrity Reserve Study (SIRS).

First and foremost, conducting a SIRS and following its funding plan became legally required in the state of Florida as of March 2022, per Senate Bill 4-D. Reserve studies are legally required only in some states, but are recommended for all associations by the Community Associations Institute’s Reserve Study Standards.

The core difference between services is in the name – structural integrity. SIRS were mandated and developed to ensure associations with buildings three stories or higher are up to par with structural integrity and safety standards. While a regular reserve study focuses on all of an association’s reserve components, a SIRS focuses on eight key structural reserve components.

However, it’s important to note that the legality of SIRS establishes a baseline for the service and different firms conduct them in various ways. Some firms may offer a SIRS at the baseline level, covering just the required components, while other firms may offer SIRS

alongside or combined with traditional reserve study components, beyond the statutory list. For example, a SIRS conducted by Reserve Advisors includes all reserve components in the report, separated into structural and non-structural funding plans.

Non-structural components, while not legally required to be included in a SIRS, still pose a significant financial impact on your association, with many associations spending more than 50% of their overall reserves on non-structural items. Additionally, if you’re still relying on a previous traditional reserve study it’s important to note that, depending on the provider, it may not include out-of-sight items like plumbing, waterproofing, and electrical systems, all of which are costly to maintain or replace. These items are included in a SIRS for good reason, but non-SIRS components can be equally costly and should be kept in mind. When collecting bids for a SIRS, ask if and how the provider incorporates non-structural components to make the choice that best suits your community’s needs.

Legislation requires full funding for the required SIRS components, but funding for non-structural components can still be waived by a majority of the community’s voting interests. However, because nonstructural items can be significantly costly to maintain, it’s important to understand if funding for non-structural items should be waived

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32 COMMUNITY LIVING | 1ST QUARTER 2024 RESERVE STUDIES

and the implications of doing so. Sometimes, associations will waive funding for non-structural and put all funding towards SIRS components. This can be because the immediacy of complying with legislation and catching up on funding for structural items seems overwhelming, especially if the association is already underfunded.

When it comes to cost, conducting a baseline SIRS including only structural elements may be cheaper, with fewer components to inspect and a shorter capital plan. Of course, this will always depend on the firm, and it’s important to weigh the benefits of incorporating nonstructural elements based on your association’s needs and current financial status. Ask questions of the providers from whom you collect bids, and weigh each option against your association’s current and future needs.

While there is some overlap in who can conduct reserve studies and SIRS, SIRS are legally required to be conducted by licensed engineers, registered architects, reserve specialists, or professional reserve analysts. For typical reserve studies (where state statutes do not require specific credentialed individuals), it is still considered best practice, with Community Associations Institute’s Reserve Study Standards most highly recommending designated reserve specialists.

While SIRS and reserve studies have many similarities, their main differences are the scope of work (depending on the provider), the

legal requirements of SIRS, and who is required or recommended to conduct them. A baseline SIRS will fulfill your legal obligations. Still, your community’s physical and financial needs are unique so it’s important to understand which SIRS option and provider will best set your association up for success.

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Introducing a NEW CAI benefit Share www.HOAresources.com with your neighbors, friends, family, and co-workers today! Information and tools for condominium and homeowners association leaders VISIT WWW.HOARESOURCES.COM TO GET: z Practical advice on HOA & condo issues z Resources to share with residents z New content updated regularly As the Southeast Regional Account Manager at Reserve Advisors, Nick is responsible for developing long-term client relationships and providing industry-leading reserve study consulting services. Since joining Reserve Advisors in 2010, he has worked with hundreds of management companies throughout the Southeastern United States, ensuring that their associations receive comprehensive reserve studies, customized funding solutions, and consultative support allowing community leaders to understand and implement their plan
long-term financial sustainability. As an experienced educator on the topic of reserve studies, Mr. Brenneman regularly speaks at industry events and also hosts educational courses for area management companies and various CAI Chapters. For more information, visit www.reserveadvisors.com.
for

The Costly Consequence of Neglect: Water & Mold Damage in HOA Communities

In the realm of homeowners associations (HOAs), the responsibility for maintaining the integrity and safety of communal spaces falls squarely on the shoulders of its members and management. However, when issues like water damage and mold infestations are neglected, the repercussions can be far-reaching and financially burdensome. From compromised structures to health hazards, the consequences of inaction underscore the critical need for proactive measures and vigilant oversight within HOA communities. Let's delve into the potential causes of water and mold damage in HOAs and the costly outcomes of neglect.

CAUSES OF WATER AND MOLD DAMAGE

1. Poor Maintenance Practices: Neglected upkeep of communal areas, such as roofs, gutters, and plumbing systems, can lead to water leaks and moisture intrusion. Without timely repairs, these issues create ideal conditions for mold growth, compromising indoor air quality and structural integrity.

2. Inadequate Drainage Systems: Improperly designed or malfunctioning drainage systems contribute to water pooling, erosion, and flooding in common areas. Stagnant water promotes

mold proliferation and exacerbates moisture-related issues, posing health risks and property damage to residents.

3. Building Envelope Deficiencies: Structural flaws, such as cracks in exterior walls, gaps around windows, and compromised waterproofing membranes, compromise the building envelope's integrity. Water infiltration through these vulnerabilities fosters mold colonization and compromises the structural stability of HOA properties.

4. Lack of Vigilant Oversight: Inattentive management, insufficient inspections, and delayed maintenance exacerbate water and moldrelated issues within HOA communities. Failure to address minor leaks or surface mold promptly allows problems to escalate, leading to costly remediation efforts and legal liabilities.

THE TOLL OF NEGLECT

1. Health Risks: Mold exposure can trigger allergic reactions, respiratory ailments, and other health concerns, particularly among vulnerable individuals, such as children, elderly residents, and those

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34 COMMUNITY LIVING | 1ST QUARTER 2024 RESTORATION

with compromised immune systems. Prolonged exposure to mold spores and mycotoxins indoors may exacerbate asthma symptoms, cause respiratory infections, or lead to chronic health conditions.

2. Structural Degradation: Water infiltration weakens building materials, including drywall, insulation, and wooden components, leading to rot, decay, and structural instability. Mold colonization accelerates degradation, compromising the safety and habitability of HOA properties and necessitating costly repairs or renovations.

3. Financial Liabilities: Neglecting water and mold-related issues exposes HOAs to financial liabilities, including repair costs, insurance claims, and litigation expenses. Lawsuits alleging negligence, breach of fiduciary duty, or violations of health and safety regulations can result in significant financial penalties and reputational damage to the association.

4. Community Disruption: Displaced residents, disrupted services, and strained resources disrupt community cohesion and resilience. Temporary evacuation, relocation, or quarantine measures may be necessary to protect residents from health hazards and facilitate remediation activities, causing emotional distress and financial hardship.

PREVENTIVE MEASURES AND REMEDIATION STRATEGIES

1. Proactive Maintenance: Implement regular inspections, maintenance schedules, and repair protocols to identify and address potential water leaks, drainage issues, and building envelope deficiencies. Prioritize preventive measures, such as roof repairs, gutter cleaning, and plumbing inspections, to mitigate water-related risks and mold infestations.

2. Community Education: Educate HOA members about the importance of proactive maintenance, water conservation, and mold prevention through informational materials, workshops, and community outreach initiatives. Foster a culture of responsibility and accountability among residents, encouraging prompt reporting of water leaks and adherence to maintenance guidelines.

3. Professional Remediation: Engage qualified contractors and mold remediation specialists to assess the extent of water and mold damage, develop customized mitigation plans, and conduct safe and effective remediation procedures. Follow industry best practices, regulatory guidelines, and health protocols to minimize exposure risks and restore affected areas to pre-loss conditions.

4. Legal Compliance: Ensure compliance with relevant building codes, zoning regulations, and health and safety standards to mitigate liability risks and safeguard residents' well-being. Consult

legal counsel, insurance providers, and industry experts to navigate complex legal and financial considerations related to water and mold damage within HOA communities.

CONCLUSION

Water and mold damage pose significant risks and financial liabilities to HOA communities, from health hazards and structural degradation to legal disputes and community disruption. By prioritizing proactive maintenance, vigilant oversight, and community engagement, HOAs can mitigate water-related risks, prevent mold infestations, and safeguard residents' health and property. Investing in preventive measures, timely interventions, and professional remediation efforts is essential to maintaining the integrity, safety, and resilience of HOA communities in the face of water and mold-related challenges.

Yari Leal started her career in the restoration industry in 2018 following the catastrophe that Hurricane Irma left. At the time, she managed a restoration company where she worked closely with homeowner associations and commercial property managers. With her dedication and interpersonal skills, she quickly developed a wide network that allowed her to navigate various areas of specialized trades. SERVTEC, which was founded by Yari in 2022, is certified by the State of Florida as a minority, woman-owned and operated business. Yari is a licensed mold assessor and re-mediator as well as certified in fire and smoke damage restoration, odor control, crime and trauma scene, water damage restoration and is a commercial drying specialist. She also holds an OSHA certification and XACTIMATE Fundamental/ Proficiency. For more information, visit www.servtecrestoration.com.

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