Summer/Fall 2024

THE

BEACON Summer/Fall 2024

s, e l c i t r a ive t a m r r u o o f n n i o r n o ef atio d i m s r n i o f k n i o Lo os, t o h p re! o t n m e v & e s r o’ p x E summe g n i upcom 1

THE BEACON

DIAMOND S PONSO SHOWCASE R

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In this Issue

EXECUTIVE BOARD President

Presidents Message . . . . . . . . . . . . . . . . . . . . . . 4-5 Connie Phillilps Insurance . . . . . . . . . . . . . . . . . . . . 5 Welcome New Members . . . . . . . . . . . . . . . . . . . 6-7 Marley Glen School Clean-Up! . . . . . . . . . . . . . . . . . 7 Delmarva Expo . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Rehoboth Hidden Treasures . . . . . . . . . . . . . . . . . . . 9 Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 The Board Memeber Job Description . . . . . . . . . . . . 11-12 Advertising Opportunities . . . . . . . . . . . . . . . . . . . . 12 Rees Broome . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Looking Back at The Chesapeake Reagion Chapter . . . 14-15 Kris Konstruction . . . . . . . . . . . . . . . . . . . . . . . . . 16 2024 Maryland Legislative Update . . . . . . . . . . . . . 17-18 Deeley . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Minkoff Company . . . . . . . . . . . . . . . . . . . . . . . . . 19 Cultural Diversity in the Workplace . . . . . . . . . . . . . 20 GreenSweep Inc. . . . . . . . . . . . . . . . . . . . . . . . . 20 Holiday Party Save The Date . . . . . . . . . . . . . . . . . . 21 Connie Phillips Insurance . . . . . . . . . . . . . . . . . . . . 21 Ethics in Community Association Management . . . . . 22-23 The Complete Player Charity Event . . . . . . . . . . . . . .23 2024 Annual Symposium & Expo . . . . . . . . . . . . . . . .24 Duradek MidAtlantic . . . . . . . . . . . . . . . . . . . . . . .25 2024 Crab Feast . . . . . . . . . . . . . . . . . . . . . . . . . 26 2024 Delmarva Expo . . . . . . . . . . . . . . . . . . . . . . .27 Emergency Preparedness Month . . . . . . . . . . . . . . . .28 Dust off Your Disaster Plan . . . . . . . . . . . . . . . . . 28-29 Selecting the Right Disaster Restoration Contractor . . . 30 Responding to Disaster Claims . . . . . . . . . . . . . . . 31-32 PMDP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Honoring the Chapters First Supporters . . . . . . . . . . .32 EJF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 The Use of NonCompete Clauses . . . . . . . . . . . . . . 34 Annual Golf Outing . . . . . . . . . . . . . . . . . . . . . . 35-37 Becht . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 2024 Events . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

President-Elect Vice-President Secretary

Treasurer

DIRECTORS

Vicki Eaton, CMCA, AMS, PCAM, LSM Hillary Collins, Esq. Rees Broome, PC

Rebecca Clemson-Petrik, CMCA, AMS, PCAM FirstService Residential

Gary Saylor, Atlantic Maintenance Group

B.K. Swartwood, CMCA, AMS, PCAM, Montego Bay Civic Association

Gail Windisch, CMCA, AMS, PCAM, Tidewater Property Management, Inc. AAMC

COMMITTEE CHAIRS & VICE CHAIRS Communications

Delmarva

Education

EXPO

Golf

Chesapeake Region Chapter of CAI

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 necessarily 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. Permission to reprint articles in Beacon may be granted only after receiving prior written approval from the CED of CRC/CAI.

Noni Roan, CMCA Pinnacle Financial Partners

Cynthia McKoin, Potomac Ridge Condominium, Inc.

Legislative

Valerie Lykins, Executive Director Angela Marsh, Marketing and Events Manager Mahogani Brevett, Administrative Specialist PO Box 6838, Columbia, MD 21045 Office Line: 410-348-1534 Membership Line: 410-505-8746 Office Email: contact@caimdches.org Membership Email: membership@caimdches.org www.caimdches.org

James Anderson, PE Becht Engineering BT, Inc.

Magazine

Membership

Social

Adrianne Gracias, Chair Tri State Restorations

Vince Scarfo, CMCA, Vice-Chair Clear : Restoration and PreDisaster Consulting Chad Toms, Chair WHITEFORD

Lisa Meck, CMCA, AMS, Vice-Chair Carl M. Freeman Companies

Michelle Jones, CMCA, AMS, PCAM, LSM, Chair General Manager, Lake Linganore Association Christa Brady, AMS, PCAM, CIRMS, Vice-Chair USI Insurance Services Ellen Throop, Esq., Chair Davis, Agnor, Rapaport & Skalny, LLC

Joanne Frallicciardi, CMCA, AMS, Vice-Chair Pelican Property Management, AAMC Chase Hudson, CIRMS, Chair Sahouri Insurance T.J. Socks, Vice-Chair Becht Engineering BT

Cynthia Hitt Kent, Esq., Chair Law Office of Cynthia Hitt Kent, LLC

Karen Fooks, CMCA, AMS, PCAM, Vice-Chair Community Management Corporation/Associa Michelle Baldry, Chair Reserve Advisors

Don Plank, PCAM, Vice-Chair EJF Real Estate Services

Jennifer Melson, CMCA, AMS, Chair Premier Property Management Beth Bencivenni, Vice-Chair RestoreCore Eddie Ramos, Chair Atlantic Maintenance Group Kelly Rae, Vice-Chair Roofpro, LLC

PRESIDENT’S MESSAGE

Simplify...

Doing great things is rarely easy. Sometimes doing almost anything isn’t easy. I recall some early-life (parental?) wisdom imparted upon me that goes something like, “anything worth doing isn’t easy.” Guess what? Great accomplishments are almost always made up of a solid plan, hard work and a bunch of smaller “good” (perhaps not great) things. Doing smaller, good things is, in fact, easy and making an impact may therefore be easier than you think.

Humor me, this is a 20-minute watch that I’m hoping you’ll enjoy and maybe even remember some of it. https://www.youtube.com/watch?v=pxBQLFLei70 Do we set out each morning trying to do that one great thing, accomplish that one monumental task that may change the world? Perhaps not, but we certainly don’t wake up planning or trying to fail. More on that later… now Chapter goings-on! What’s been happening in our Chapter?

We’ve taught, we’ve presented, we’ve learned, we’ve golfed, we’ve socialized, we’ve mentored, we’ve “crabbed,” we’ve volunteered, and we’ve trialed and tribulated. I’d like to hope that – mostly – we succeeded.

Oh, and we also participated for the FIRST time as special guests at the Virginia Leadership Retreat. Special thanks to our friends at the Washington Metro, Central Virginia and Southwest Virginia Chapters for their welcome, leadership and team effort.

Mentoring, you say? Yes! Our THIRD year of partnering with The Complete Player Charity in their summer camp event was a great success. There’s nothing I enjoy more than watching young people learn and grow, we’re looking forward to enhancing and increasing our involvement and partnership with TCP. “Ask me!” This is an amazing program, and I look forward to participating with them as long as they have me. Kudos to Andy

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Schindling and his team of mentors for what they are doing for our future.

Our SECOND Joint Chapter Social Event is right around the corner, and I hope to see as many of our proud Chesapeake Chapter Membership flying our flag! At the end of the day, we’re all part of the Community Associations Institute and doing great things for our communities, Boards, Homeowner Leaders, and each other.

CRCCAI Strategic Planning… We embarked on our strategic planning course a few years ago, made progress, and in that, we developed a plan. After our plan was established and published, the momentum stopped and our (my) attention was consumed by other things that I thought seemed more important at the time, including reacting to COVID-19. I’m happy to report that we have resurrected our strategic planning – in earnest - by standing up an ad hoc committee (soon to be formally chartered). You may have also seen some of their work through surveys and responses. We are asking, we are listening, and we are working to improve. Your voices and your votes count – we need more of them!

In my former life as a Sailor, I had the privilege of serving for, working with, and meeting many, many great leaders. I also had the privilege of being put into challenging

THE BEACON

leadership positions that forced me out of my comfort zone, they forced me to understand people and solve problems – ultimately helping me be a (hopefully) better leader and better person. I could never have done any of it alone. In my current life as part of our Chapter, I’ve had the privilege of meeting many, many great leaders and great people. I’ve also had the privilege of taking on leadership positions that have been some of the most rewarding experiences in my life. Guess what? I could never have done any of it alone. I’m so thankful for all the time and energy my colleagues on the Board have spent guiding me (even today), working together in doing the work that guides our Chapter. As Chapter President, I’ve peeked in on many of the committee meetings, mostly to listen and learn, perhaps take the temperature of the room. What did I hear? I heard vibrant dialogue and discussion. I heard differing opinions and perspectives. I heard unity. What did I learn? I learned that there are so many wonderful people involved in making our Chapter function, grow and succeed. Thank you all – seriously.

If you’ve responded to any of our surveys or such and want to see change, sign up. I guarantee you’ll get out of it exactly what you put in. I especially thank all those Committee Chairs, Vice-Chairs and members that do so much for our Chapter.

In my first Beacon article, I talked about community – how we can grow together. In my last article, I talked about succession – how we can prepare for our future! We must continue to gather, select, recruit, train and mentor our replacements. If you’ve done well in training your replacement, why not let go and let that person step up and become a leader. If you’ve not done so well in training – it’s time to get to work. They’re ready!

With that, here’s the TL:DW version of the 20 minute video: 1)

Make Your Bed: Small tasks matter. Pay attention to the little things – they matter.

2)

Teamwork: Find someone to help you navigate life’s (or work’s) challenges—don’t go it alone.

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3)

Measure People by Their Hearts: Look beyond appearances. Judge people by their character and determination, not superficial factors.

4)

Learn from Failure: Embrace setbacks. Failing is part of growth. Keep moving forward.

5)

Enjoy the Circus: Embrace challenges, life has hardships. Use them to build resilience and strength.

6)

Take Risks Creatively: When faced with obstacles, don’t hesitate. Look for innovative solutions.

7)

Stand Up to Bullies: Don’t back down. Face challenges head-on and fight for what’s right.

8)

Stay Calm in Dark Moments: Maintain composure during tough times. Your actions impact others – more than you can imagine.

9)

Sing in the Mud: Even when things get tough, maintain hope, inspire and help others.

10) Never Ring the Bell: Persevere and don’t quit.

‘Finishing’ may take months or even years, but I encourage you to do what you can to finish what you start. I promise it will be worth it.

Do I do these things every day? No. There are days where I may not accomplish even one simple, small task. However, do I feel small accomplishments or achievements when I’ve done something along one of these things? Absolutely! Sometimes a bunch of bad things throughout a day can be erased by a simple task completed, a simple word to, or an ear for, a colleague (or stranger).

Regards,

James W. Anderson James W. Anderson, P.E Chesapeake Region Chapter President Vice President/Principal Engineer, Becht Engineering BT

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Welcome new members Ms. Angela Davis Crown Stacked Townhome Condominium

Mr. Lee Kamasinski Sawgrass Community Homeowners Association

Mr. Juan Aguirre East Crown Condominium

Danielle Davis Community Management Corporation

Mr. Steven Kittka Saddle Ridge Property Owners Association

Ms. Judith Amick The Copley at Crown, A Condominium

Mr. Kyle Davis Edward’s Lawn & Landscaping

Mrs. Darlene Kolodi Forest Landing Community Association, Inc.

Ms. Julie Andre The Copley at Crown, A Condominium

Mr. Mitch Decker SealMaster of DelMar

Ms. Carrie Larsen Potomac Ridge Condominium, Inc.

Ms. Stephanie Andrews Legum & Norman

Ms. Patricia Drago

Mr. James Leonard Saddle Ridge Property Owners Association

Ms. Carol Abel Covered Bridge Trails COA

Mr. Martin Aronson Crown Stacked Townhome Condominium Ms. Suzanne Asplen The Gatherings at Quarry Place Condominium Ms. Christine Ayers The Gatherings at Quarry Place Condominium Mr. Barry Ball Griffith Lake Estates HOA Mr. Daniel Bandy Cool Springs at Charlestown HOA Dr. Andro Barnett Potomac Ridge Condominium, Inc. Shelley Bayne D H Bader Management, Inc Ms. Ariana Beall CFM Management Services Ms. Larue Beckley Potomac Ridge Condominium, Inc. Mr. Hunter Bowling Tidewater Property Management Mr. John Brady Village Management Inc. Mr. Adam Candeloro VASCO Pro Services Mr. James Christina Covered Bridge Trails COA Sheila Clower Burncourt Condominiums Mr. Mark Connors Kings Creek Homeowners Association, Inc. Mr. Robert Cooper Saddle Ridge Property Owners Association Mr. Tsga Dafla A Team Cleaning Service 6

Ms. Frances Estes Residential Realty Group, Inc. Ms. Dorothy Filbert Kings Creek Homeowners Association, Inc. Ms. Cynthia French Covered Bridge Trails COA Ms. Catherine Fulkerson

Mr. Henry Gearhart Saddle Ridge Property Owners Association Mr. Ronald Glick Kings Creek Homeowners Association, Inc. Greg Hamilton Eva Mar Homeowners Association Ms. Amy Heller American Community Management Mr. Brian Henderson The Copley at Crown, A Condominium Ms. Karen Holmes

Craig Hoss Griffith Lake Estates HOA Gregory Hurley

Claire Jacobs Clagett Enterprises, Inc. Mr. Stephen Jenkins Property Management People, Inc. Noah Johnston Penthouse Condominium Ms. Nancy Jones Cedar Bay Condominiums Owners Association Mr. Harry Jones Potomac Ridge Condominium, Inc. Mr. Eugene Jubber Reserve Studies of Delmarva LLC

Ms. Lisa Madairy Homeland Condominium Association Mr. George McKeon Saddle Ridge Property Owners Association Mr. Edward Milowicki Covered Bridge Trails COA Mr. Jack Mueller Cedar Bay Condominiums Owners Association Casey Murray Clagett Enterprises, Inc. Mr. Thomas Myers Prime Management Association Miss Abigale Nespor Lake Linganore Association, Inc. Mr. Paul Nye Kings Creek Homeowners Association, Inc. Mr. Tony Ondrusek Aaction Home Repairs and Restoration, Inc. Mrs. Shawn Papadimitris Crown Stacked Townhome Condominium Mrs. Shawn Papadimitris East Crown Condominium Mrs. Shawn Papadimitris The Copley at Crown, A Condominium Mr. Joseph Parisi Sawgrass Community Homeowners Association Dee Poholsky Raffles Condominium Association, Inc Mr. Gregory Primeau Site-Ac, Inc. Mr. Stephen Reading Snowden Overlook Community Association Mr. Gregory Rozanski Greenbelt Homes, Inc. THE BEACON

Welcome new members

Ms. Lisa Salerno East Crown Condominium

Ms. Denise Stewart Kings Creek Homeowners Association, Inc.

Ms. Joe Ann Weaver Village Management, Inc.

Mr. Mark Salzberg Crown Stacked Townhome Condominium

Ms. Christine Sturm Covered Bridge Trails COA

Mr. Travis Wells Wells Home Improvements, LLC

Ms. Brendolyn Sanchez Cool Springs at Charlestown HOA

Mr. K. Bryan Thrush The Copley at Crown, A Condominium

Mr. Don Wilkerson Griffith Lake Estates HOA

Mr. Joe Smith Roche Landscaping Services

Dorie Tyson Community Management Corporation

Ms. Donna Williams The Gatherings at Quarry Place Condominium

Mr. Cannon Smith Community Management Corporation

Mr. Bob Veigle, Jr. Cedar Bay Condominiums Owners Association

Mr. Jim Zavodny The Gatherings at Quarry Place Condominium

Mrs. Megan Smith Maredith Management

Mr. Michael Verill Severna Park Gateway Condominium

Julianna Stein Stevenson Village Condominium Association

Ms. Diane Vitelli The Copley at Crown, A Condominium

u o y k Than

to all the volunteers who came out on Wednesday, August 14th to help with the Marley Glen School Clean-Up!

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2024

DELMARVA EXPO

CONTROL THE CHAOS – MANAGING COMMUNITY MAYHEM!

Friday, November 8, 2024 8:00 am – 2:30 pm Princess Royale Hotel

9110 Coastal Hwy • Ocean City, MD 21842

SCAN ME

For hotel reservations, please call the hotel reservations direct number: 1-800-476-9253 and ask for the group name Chesapeake Chapter CAI Expo or block code 2411CHESAP and let them know the dates you want to book. The group dates are November 7-9th. The cutoff date for a room block is October 7th.

Sponsorships

Exhibitor Booths

SCHEDULE OF THE DAY Thursday 2:00 – 4:00 pm 4:00 – 6:00 pm

Exhibitor set-up Happy Hour

Friday 6:30 – 7:45 am 8:00 – 9:00 am 9:00 – 11:00 am 11:00 am – 12:30 pm 12:30 – 1:15 pm 1:15 – 1:30 pm 1:30 – 2:15 pm

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Exhibitor set-up Registration/Continental Breakfast/ Morning Expo Introductions/ General Session/Q&A Lunch & Expo (Expo ends) Breakout Sessions #1 Break Breakout Sessions #2

BOOTHS AND SPONSORSHIPS are now available!

Booths: $750 – includes two tickets to Happy Hour on Thursday evening!

Space is limited!

Reserve your Booth or Sponsorship today!

All exhibitors must sign the Chapter’s suitcasing policy on their registration form

THE BEACON

REHOBOTH BEACH HIDDEN TREASURES Make no mistake, Rehoboth Beach is not a “hidden treasure.” A treasure, for sure, but hidden? The coastal resort town has a national reputation as a clean, fun and family-friendly vacation spot. The boardwalk and beaches regularly feature on “Best Of” lists in national publications. Tens of thousands of people visit Rehoboth every summer, soaking in the sun and indulging in the excellent food and attractions. Rehoboth Beach is well known and rightfully so. But that doesn’t mean you can’t find some hidden treasures within the town, each of which is worth seeking out the next time you head to the shore for some Dolle’s Salt Water Taffy and Boardwalk Fries. Here are two of them: CHIMNEY SWIFT TOWER

THE TURTLE BRIDGE AT SILVER LAKE

At the northern end of the town, the Rehoboth Avenue drawbridge crosses a canal that stretches from the adjacent town of Lewes in the north to the Rehoboth Bay in the south. On the east bank of the canal, behind the Egg Restaurant and just south of the drawbridge, sits a peculiar structure. Standing about 12 feet high, it looks like a building pillar without a building to support, or an elaborate casing around a rain gauge. This is the Oak Grove Chimney Swift Tower. Built in 2017 by the Lovett family that owns the nearby Egg Restaurant and Oak Grove Cottages, it provides a roosting place for some of the hundreds of chimney swifts that rule the skies of Rehoboth in the summertime.

Just a few blocks away from the Rehoboth Beach boardwalk is Silver Lake, a small, serene, natural freshwater lake that stretches from Rehoboth to Dewey Beach. Silver Lake holds the distinction of being the closest freshwater lake to the Atlantic Ocean in the United States—and the only natural freshwater lake in Delaware.

Chimney Swifts nimbly maneuver around rooftops and trees to catch insects, spending nearly all of their waking hours on the wing. Their aerodynamic body and extremely short legs mean they cannot perch like other birds—they instead cling to vertical walls inside chimneys, hollow trees, or caves. As older buildings with chimneys are torn down, the Chimney Swift has suffered population declines.

Losing these squadrons of bug-eaters would not be good, meaning man-made refuges like the Oak Grove Chimney Swift Tower are extremely important for the health of the species.

So, the next time you’re in Rehoboth, stop by the Oak Grove Chimney Swift Tower to catch a glimpse of these impressive little birds swooping about, and give them a “thank you” for keeping the bugs off your ice cream cone.

At the northwest tip of the lake, you can find the “Turtle Bridge,” a quaint footpath where nature enthusiasts can view turtles, fish (such as bass and perch), ducks, geese, birds, and other local wildlife. The bridge is reachable through Silver Lake Park just at the end of Stockley Street.

The park is accessible to other walking and bike trails and contains a playground.

Signage reminds visitors not to feed the wildlife to preserve a healthy lake environment, although people do fish at the lake. It is a great activity on non-beach days.

Kids will enjoy seeing the bale of turtles and large fish swimming back and forth under the bridge.

The lake was declared a natural treasure of Delaware in 2004 and is managed by a local nonprofit organization, Save Our Lakes Alliance 3 (SOLA3). You can visit https:// www.sola3.org/ for more information about Silver Lake.

Written by: Jedd Narsavage, LEED AP, Director of Business Development, Greensweep LLC jedd@greensweepllc.com & Leslie Brown, Shareholder, Rees Broome PC lbrown@reesbroome.com

Photographs by Leslie Brown

Photo by Dennis Forney (Cape Gazette Newspaper)

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Many Thanks

TO OUR ANNUAL SPONSORS! S!

2024 DIAMOND SPONSORS Atlantic Maintenance Group Becht Engineering BT, Inc. Hann & Hann Construction Services Kris Konstruction Roofing Professionals MillerDodson Associates, Inc. Minkoff Company

2024 PLATINUM SPONSORS Davis, Agnor, Rapaport & Skalny Duradek MidAtlantic

Nagle & Zaller, P.C. North Arundel Contracting, Inc. Pinnacle Financial Partners

EJF Real Estate Services Four Twelve Roofing Palmer Brothers Painting & General Contracting

Rees Broome, PC

SI Restoration

RoofPRO, LLC

WHITEFORD

Sahouri Insurance

WPM Real Estate Management

The Falcon Group Engineers, Architects & Reserve Specialists Tidewater Property Management, Inc., AAMC

2024 Gold Sponsors Clear: Restoration and PreDisaster Consulting D.H. Bader Management, Inc. FirstService Residential Condominium Venture, Inc.

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THE BEACON

The Board Member Job Description!

Realistic, Concise and Accurate Board Member Job Description: The Basic Functions SUMMARY: To be, and act as, a Trustee; A Trustee being an individual person or member of a Board given control or powers of administration of property; with the obligation to do just that.

As a member of the Board of Directors, each Board member is a Trustee of the corporation, and is responsible for ensuring the preservation, protection, maintenance and enhancement of the common elements of the Association; and to manage the Association in a businesslike fashion, and as the governing documents intend. The individual member, acting in concert with the full Board, is responsible for ensuring the day-to-day operations of the Association are reflective of the above. Through leadership and by example, the Board member should proactively develop his or her skills to their fullest potential and to the highest level of professionalism. In addition, the Board member shall support and promote the utmost business and ethical standards for themselves, and on behalf, of the Association.

ESSENTIAL DUTIES AND RESPONSIBILITIES The Board member, as a part of the Board of Directors, and in order to preserve, protect, maintain and enhance the common elements, the owner and resident experience, through and with appropriate budgetary considerations and operational awareness, shall cause the following to be successfully implemented: SET POLICY

Ancillary policies. Ancillary policies are adopted for uniform and fair ways of handling issues that arise on a regular basis; such as policies with regard to landscape and architectural variations, clubhouse rentals, violation enforcement, assessment collection, etc.

Follow the governing documents. Ensure that governing documents are followed (meetings, annual meetings and elections, budget preparation, common area use, various restrictions, etc.).

Adhere to applicable laws. Follow all applicable local/ state/federal laws and state corporations codes.

FINANCIAL MANAGEMENT Proper financial management of the community is a paramount duty of the Trustee. The term “proper” means that all aspects of the annual budget reflect the current financial situation as it is, not as the member, or whole Board, wishes it to be. It is not the duty of the Board to adopt artificially low assessments so individual members can continue to live in the Association, or for other political reasons; it is the duty of the Board to manage the finances for the good of the community as a whole now - and into the future.

Collect (or cause to be collected) assessments from the members in accordance with the annual budget, the governing documents, any applicable laws, and in a business-like manner.

(Setting policy is the primary method Boards develop direction and tone of the community now and into the future.

Policies are to be in concert with the responsibility of being Trustees, and in accordance with the governing documents.)

Create and execute an annual budget. Prepare and execute a realistic budget based on actual expenses, including adequate contributions to the reserve account in preparation for future repairs.

Primary policies. From time to time, as a member of the Board of Directors develop primary policies that pertain to the overall management and administration of the Association; e.g., the adoption of a “policy governance” model of administration.

Maintain adequate reserves. The Board member, acting in concert with the Board is responsible for maintaining a reserve account that is/will be adequate to ensure the preservation, protection, maintenance and enhancement of the common elements in the future.

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OWNERS AND RESIDENTS Resident relations. Each Board member should take a lead role in fostering excellent relations owner/residents on behalf of the Board and the community as a whole.

Communication. Ensure that residents receive regular, truthful, relevant communication from the Association about varying issues that pertain to the community’s status and well-being in the form of accurate and up to date website, newsletters, notices, e-blasts, etc.

VENDOR MANAGEMENT Proper vetting and treatment of contractors.

Each Board member shall endeavor to ensure that all subcontractors are properly vetted for quality and timeliness of work, and that each contractor is appropriately licensed and insured prior to engagement by the Association; and to ensure that each contractor is treated professionally and courteously and is remunerated for services rendered on time and according to contract.

THE WRAP Each individual Board member is an integral part of the business leadership of their community, and is charged with caring for and maintaining the real property and investments for the community as a whole; and not just for today’s residents, but for those 10, 20, even 40 years down the road. In a very real sense, being a good Board member requires attention, thoughtfulness, and the will and foresight to execute the short- and long-term business of the Association. It not only sounds important, it IS important.

So many people get on a Board for the most banal of reasons – their own agenda (lower the dues!), or circumstances (no one else will do it), with no idea what is truly expected of them. Although this “job description” I’ve composed walks through the basic functions be a Board member, as we all know, these functions are only one part of this multi-faceted job. In the next couple of months, we’ll take a look at all those other requirements/ skills Board members must have and do - and do well - in order to serve their communities.

Don’t miss out on advertising in our

2024 issues of our Beacon Magazine!

2024 Pricing (per issue): Business card –$275 Quarter page –$350 Half Page –$450 Full page –$650 Inside front cover ad - $750 Inside back cover ad - $700 Outside back cover ad - $700 The deadline for a Fall/Winter ad is October 11, 2024

Written by: Julie Adamen julie@adamen-inc.com “Julie Adamen is President of Adamen Inc., a consulting, education and employment firm specializing in the community management industry. Julie can be reached via email at julie@adamen-inc.com.”

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THE BEACON

OR SPONS D N O DIAM WCASE SHO

WE PROVIDE THE LEGAL SERVICES YOU NEED FOR YOUR ASSOCIATION: DRAFTING, REVIEWING & ENFORCING GOVERNING DOCUMENTS

COMPLIANCE W/ STATE & FEDERAL LAWS

CONTRACT REVIEW & NEGOTIATION

RISK MANAGEMENT & LIABILITY

COLLECTION OF ASSESSMENTS

GOVERNANCE & BOARD ADVICE & MORE

FOR YOUR ASSOCIATION’S LEGAL NEEDS, PLEASE CONTACT ANY ONE OF OUR MARYLAND COMMUNITY ASSOCATION ATTORNEYS: Leslie S. Brown Ursula K. Burgess Hillary A. Collins Rasneek Gujral Megan T. Hirt R.A. Hurley

S U MME R/FA L L 20 24

Luke A. McQueen Winta Mengisteab Ruhi F. Mirza Kim M. O’Halloran-Perez Mariana R. Teran Nicole A. Williams

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Looking Back at The Chesapeake Region Chapter

Part I In 2025 the Chesapeake Region Chapter of the Community Associations Institute (CRCCAI) will celebrate forty-five years as a CAI Chapter supporting community associations. This article is the first of a three-part retrospective of the Chesapeake Chapter.

Before The Community Associations Institute (CAI) was founded in 1973, the United States had experienced a post-war economic boom and a high demand for housing. By the 1970s stagflation resulted in uneven economic growth and higher home costs, mortgage and interest rates.1,2 CAI’s founders-- Byron Hanke, David Rahm, David Stahl, and Lincoln Cummings were industry association and business leaders in the greater metropolitan area around Washington, DC. They observed concerning practices in the industry and limited regulation or education to support owners. They spearheaded the creation of a non-profit, non-partisan membership organization to bring education, networking, and advocacy to homeowners, community managers and business partners. The Community Associations Institute was created. The founders traveled tirelessly across the United States to grow the Institute. They hosted educational events and conferences. They advocated for industry policies and regulatory legislation. The founders chose a chapter model to empower local leaders to bring the benefits of CAI to local members. The Washington Metropolitan Chapter of CAI (WMCCAI) and Orange County, California were the first two Chapters, formed in 1974.3 Additional chapters would be founded, all associated with the national CAI. Stephen R Bupp, CMCA, AMS, PCAM, was an early CAI leader. He recalls in the late 1970s he and several other members of the Washington Metro Chapter sensed the need for a new Chapter to serve Maryland beyond metropolitan Washington. Mr. Bupp was active both in the WMCCAI Chapter and at the national level. In addition to his CMCA and AMS certifications, he was the second recipient of the PCAM certification. Mr. Bupp served on the CAI faculty and helped develop manager education courses. He authored the CAI publication “Bids and Contracts: How to Find the Right Community

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Association Professional”. He served on CAI’s Board of Trustees from 1986-1992. In 1999, Mr. Bupp was elected Chair of CAI. 4,5 In 1980, he served as the second president of the Central Maryland Chapter.

To grow CAI into more of Maryland, in 1979 Bupp, Howard Cihak PCAM, P. Michael Nagle, Esq., among others, founded the new Maryland Chapter. The original name of the Chapter: The Community Associations Institute, Central Maryland Chapter Inc. Howard Cihak was the new Chapter’s first president. In the 1979 Articles of Incorporation, Mr Cihak was named Resident Agent and signed the document as Chairperson of the Organizing Committee. Ten organizers signed the Articles document: Howard Cihak, Mildred Dunham Vice-Chairperson, Stephen Bupp Treasurer, Lee Rosenburg, John Galloway Jr, Richard Kirchner, Lewis Nippard, Joan Bounds, Virginia Wolf, Sylvan Gershen.6 In 1981, Mr. Rosenburg was an organizer on the Articles of Incorporation for Seabreeze Community Association in Columbia MD. Mr Nippard, an attorney, was active with the early zoning of Columbia, MD. Mr Gershen was an Assistant Loan Guaranty Officer of the Veterans Administration, specializing in home mortgages.

CAI chartered the Central Maryland Chapter in 1980, giving the Chapter its official birth year.

Mr. Bupp recalls there was no Chapter office. The Board met in the office conference rooms of its leaders.4 Attorney Craig Zaller, a future Chapter president and a current active member, remembered his mentor Michael Nagle, the third president of Central Maryland (1981-1982), and Stephen Bupp were always scheduling Chapter business, especially events, education and networking.7 In 1994, the Central Maryland Board and membership approved to amend and restate its corporation Articles.

Stephen Bupp once again is listed as forming the

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corporation. The Articles of Amendment and Restatement changed the name of the Chapter to Chesapeake Region Chapter of the Community Associations Institute, Inc. The corporation’s address changed to 2601 Appleton Lane, Bowie, Maryland 20716, the home of the named Resident Agent Diane Vreeland. Provision #7 changed the number of Board Directors from 10 to 9. The purposes of the Chapter remained unchanged: To support CAI, provide information and education on community associations, to conduct and disseminate research data, and to be “a spokesman for community associations and their practitioners”. The document was signed by Tom Whidden, President in 1994.8 Like the national organization, the Central Maryland/ later Chesapeake Chapter was founded and energized by knowledgeable and determined leaders. As Chesapeake celebrates its 45th anniversary in 2025, its staff, Board and Committee leaders, and member homeowners, managers, and business partners continue to provide education, networking, and advocacy to its membership.

Written by: Cindy McKoin Condominium owner and President of the Board of Directors, Potomac Ridge Condominium, Inc.,

PAST PRESIDENTS 2024

James Anderson, Becht Engineering BT

2023

Rebecca Clemson-Petrik, CMCA, AMS, PCAM, FirstService Residential

2022

Susan Rapaport, Davis Agnor Rapaport Skalny, LLC

2021

Gail Windisch, CMCA, AMS,PCAM, Tidewater Property Management, AAMC

2020

Vicki Eaton, CMCA, AMS, LSM, PCAM, Community Association Services, AAMC

2019

T. Allen Mott, Cowie & Mott, P.A.

2018

Ruth Harlan, Carroll Vista Community Association

2017

Gianna Rahmani, CMCA, AMS, PCAM, Tidewater Property Management, AAMC

2016

Neil Alioto, Eden Brook Condominium

2015

Gary Saylor, Atlantic Maintenance Group, LLC

2014

Judyann lee, Linowes & Blocher, LLP

2013

B. K. Swartwood, Comrnunity Management Corporation

2012

Joseph Jordan, Becht Engineering BT, Inc. B. K. Swartwood, Community Management Corporation

2011

Kara Permisohn, Minkoff Company, Inc.

2010

Ellen W. Throop, Elmore & Throop, P.C.

2009

Scott Silverman, Nagle & Zaller, P.C.

2008

Allen Watts, DRD Pool Management

2007

Ariel Phoenix, Pleasant Hills HOA

2006

Leslie Crockett, Potomac Basin Group Associates

2005

Noelle Navarro, DRD Pool Management

2004 ,

William Hasselman, Becht Engineering BT, Inc.

2003

Louise Hood, Residential Realty Group

2002

Craig Zaller, Esq., Nagle & Zaller, P.C.

1 Bryan, Michael, Federal Reserve Bank of Atlanta.

(November 22, 2013). “The Great Inflation 1965-1982”. www.federalreservehistory, org.

2001

Cynthia Hitt Kent, Law Office of Cynthia Hitt Kent

2000

Charles Becht, Sr., Becht Engineering BT, Inc.

1999

Sari Mcleod, PCAM®, Wallace H. Campbell & Co.

2 Yun, Lawrence. (May 5, 2021). “A Taste of the 1970s?” Realtor Magazine, National Association of Realtors. www. nar.realtor.

1998

Dwight Clark, Esq., Law Office of Dwight Clark

1997

Lauren Hamm

3 For additional history of CAI see “Happy 50th Anniversary, CAI!” article, The Beacon Fall-Winter 2023, Chesapeake Region Chapter of the Community Associations Institute.

1996

Tanis Gartmond, AMS , PCAM , Wallace H. Campbell & Co.

1995

Stanley J. Sersen, RS, Architectural Support Group

1994

Thomas Whidden, Community Landscape Services

4 Stephen R. Bupp, personal phone interview by Cindy McKoin, September 19, 2023.

1993

Raymond Via, Esq., Linowes & Blocher, LLP

1992

Frank Stromyer, CPM, PCAM®, Wallace H. Campbell & Co.

1991

Richard Ransom, Esq.

Hagerstown, MD. Homeowner member of the Chesapeake Chapter Board of Directors.

5 Maryland Association Manager to Lead Community Associations Institute, Press Release March 17, 1999, Community Associations Institute.

6 Articles of Incorporation of Community Associations Institute, Central Maryland Chapter, Inc. January 12,1979.

7 Craig Zaller, Esq., personal zoom interview with Cindy McKoin, September 26, 2023.

8 Articles of Amendment and Restatement, Community Associations Institute, Central Maryland Chapter, Inc.

®

®

1990

Jean Procino, Comanco

1989

Buck Mann, Mann Properties

1988

JoAnn Aguilar

1987

James Faust, PCAM®, Comanco

1986

Roger W. Brown

1985

James Faust, PCAM®, Comanco

1984

Michael Mannes, Esq., Law Office of Michael Mannes

1983

JoAnn Aguilar

1982

P. Michael Nagle, Esq., Nagle & Zaller, P.C.

1981

P. Michael Nagle, Esq., Nagle & Zaller, P.C.

1980

Stephen Bupp, PCAM®, CVI, Inc.

1979

Howard Cihak, PCAM® Source: Chesapeake Region Chapter CAI • 2019 Membership OirectOJY with updates

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2024 MARYLAND LEGISLATIVE UPDATE The 2024 legislative session was another busy one for the Maryland legislature with over 1,000 bills signed into law. The Maryland Legislative Action Committee was just as busy monitoring proposed bills and advocating on behalf of community associations in Maryland. Several of the bills that passed affect community associations and will go into effect on October 1, 2024.

Below is a summary of those bills.

SB 280/HB 446 gives counties and municipalities in Maryland the authority to establish a fund to provide support for the repair of critical infrastructure within a community association, such as stormwater management facilities and private roads. The county or municipality may establish eligibility requirements for the award of funds. This bill is meant to help lessen the burden for some community associations that are in difficult financial positions after the Maryland General Assembly recently passed new laws requiring community associations to obtain reserve studies every five years and budget for reserves for common area repairs and replacements based on those reserve studies.

SB 46/HB 142 adds new requirements for disclosures in sales contracts for condominium units. Sellers of condominium units must provide disclosures regarding any actual knowledge of the presence of asbestos in the unit, the location of any asbestos and any actions that have been taken to abate the asbestos. The bill also requires disclosure of any known health code violations within the unit. Resale packages must also disclose any health or building code violations in the condominium.

SB 465/HB 159 amends Maryland’s existing law in the Maryland Condominium Act and the Maryland Homeowners Association Act regarding electric vehicle charging stations by adding language to include electric bicycles and other motor electric vehicles. The bill also added requirements for homeowners to pay for

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maintenance and insurance coverage for any electric vehicle charging equipment they install, and to reimburse the association for any increase in insurance premiums resulting from their installation of the electric vehicle charging station. The bill also requires community associations to review applications from homeowners for the installation of electric vehicle charging stations in the same manner as other applications for architectural modifications and requires associations to provide the homeowner with a decision within 60 days, otherwise the application is automatically deemed approved. In addition, the bill amended the Maryland Cooperative Housing Corporation Act to provide that cooperatives cannot unreasonably restrict or prohibit the installation or use of electric vehicle charging stations in a member’s parking space that is designated for the member’s use. Lastly, the bill tasks the Department of Housing and Community Development with the obligation to maintain a database of contractors who install electric vehicle charging stations and other resources to assist homeowners who wish to install electric vehicle charging stations in their communities.

HB 1227/HB 1015 clarified last year’s amendment to the Maryland Condominium Act, which provided that condominium associations with detached condominium units were only required to insure the common elements, rather than the entire condominium (i.e., the detached units and common elements). The amendment led to a lot of confusion among condominium associations, owners of detached units and insurance carriers. The new law

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clarifies that condominium associations of condominiums with detached units can choose whether or not to insure the entire condominium (detached units and common elements) or just the common elements. The law also only applies to condominiums comprised solely of detached units, and the condominium association must provide notice to their unit owners of the association’s and unit owners’ insurance obligations on an annual basis, as well as anytime there are changes to these obligations. A condominium that contains both detached and attached units must insure the entire condominium.

SB 665/HB 1496 amends the Maryland Condominium Act and allows the declaration of a condominium to be amended with the written consent of 66 and 2/3 percent of the unit owners. This bill lowers the current requirement of 80% written consent of unit owners to amend a condominium declaration. However, if the developer still owns any units within the condominium the 80% written consent of unit owners still applies to amend a declaration.

HB 216/SB 206 amends the Maryland Condominium Act by authorizing a condominium’s board of directors, upon a majority vote, to enter into lease agreements over 1 year for electric vehicle charging equipment, solar energy

equipment, and clean energy equipment affecting the common elements. The board of directors must vote on the agreement at an open meeting held after 30 days’ notice is provided to the unit owners.

HB 255/ SB 015 amends the Maryland Cooperative Housing Corporation Act to require cooperatives to follow new due process settlement procedures before imposing any sanctions against its members for violations of the cooperative’s governing documents. The new procedures are similar to those already required for condominium associations and homeowners associations under the Maryland Condominium Act and Homeowners Association Act, respectively.

For any questions about these bills or any other proposed legislation you may contact CAI’s Maryland Legislative Action Committee (“LAC”) at government@caionline. org or by calling (888) 224-43321. You may also contact the author, who is a member of the LAC, at jlee@ mcmillanmetro.com.

Written by: Judyann Lee, Esq., McMillan Metro Faerber, P.C. Attorneys at Law jlee@mcmillanmetro.com

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CULTURAL DIVERSITY IN THE WORKPLACE: EMBRACING CHANGE FOR SUCCESS Do you remember a time when workplaces predominantly hired men, and most of them were white? Times have certainly changed. Today, most workplaces are vibrant mosaics of gender, age, ethnicity, and more. This cultural diversity is a tremendous asset, as each group brings unique perspectives to their roles.

The Benefits of Embracing Diversity Companies that prioritize diversity in their workplace often see a great amount of success. In contrast those that do not seek out diverse employees tend to lag behind. A diverse team combines different talents, experiences, and skills, fostering creative ideas and innovative solutions.

Furthermore, diverse teams are more likely to make better decisions, as they consider a wider range of options and viewpoints. This thorough deliberation enhances strategic planning and operational effectiveness.

Although challenges exist, a committed and proactive approach can help companies build a more inclusive and dynamic workforce. This positions them for greater success in an increasingly complex and competitive job market.

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Ethics in Community Association Management: Upholding Integrity and Trust Community Association Management plays a crucial role in maintaining the harmony, functionality, and aesthetics of residential communities. As the liaison between the homeowners and the board of directors, managers and management companies must navigate complex interpersonal dynamics, enforce rules, and handle finances. Ethical conduct is paramount in ensuring that these responsibilities are carried out with integrity, transparency, and fairness.

Ethics in Community Association Management are essential for several reasons: 1. Trust Building: Ethical conduct fosters trust between homeowners, the board of directors, and management companies. When stakeholders trust that decisions are made fairly and transparently, community cohesion improves.

2. Legal Compliance: Adhering to ethical standards helps ensure compliance with local, state, and federal laws, reducing the risk of legal issues that can arise from mismanagement or fraud.

3. Conflict Resolution: Ethical guidelines provide a framework for resolving conflicts, promoting fairness, and ensuring that all parties feel heard and respected.

4. Professional Reputation: Ethical behavior enhances the reputation of management professionals and companies, attracting more clients and fostering longterm relationships.

The CAI Code of Ethics sets forth standards that community association managers should follow to maintain high professional and ethical standards.

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1. FIDUCIARY RESPONSIBILITY Community association managers must act in the best interest of the association and its members. This fiduciary duty requires managers to: • Maintain Transparency: Provide clear, accurate, and timely information to the board and homeowners.

• Ensure Accountability: Properly manage association funds, maintain detailed records, and conduct regular financial audits.

• Avoid Conflicts of Interest: Disclose any potential conflicts of interest and refrain from activities that could compromise their objectivity.

By upholding their fiduciary responsibilities, managers safeguard the association’s financial health and build trust within the community.

2. PROFESSIONALISM AND FAIRNESS Managers must treat all members of the community with respect and fairness, regardless of personal feelings or biases. This involves: • Impartial Enforcement: Apply community rules and regulations consistently and without favoritism.

• Respectful Communication: Communicate effectively and courteously with all homeowners, addressing concerns promptly and professionally.

• Continuous Improvement: Commit to ongoing education and professional development to stay abreast of industry standards and best practices.

Emphasizing professionalism and fairness ensures that all community members feel valued and respected, fostering a positive living environment.

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3. CONFIDENTIALITY AND INTEGRITY Protecting the privacy of homeowners and the integrity of the association is crucial. Managers must: • Safeguard Information: Keep personal and financial information of homeowners confidential and secure .

• Uphold Honesty: Provide truthful and accurate information to the board, homeowners, and vendors.

• Promote Ethical Standards: Model ethical behavior and encourage others in the community to adhere to high ethical standards.

Maintaining confidentiality and integrity not only protects individuals’ privacy but also reinforces the credibility of the management company.

Ethical conduct in Community Association Management is the cornerstone of a well-functioning, harmonious community. By prioritizing fiduciary responsibility,

professionalism, fairness, and confidentiality, Community Association managers and management companies can build trust, ensure legal compliance, and enhance their professional reputation. Ultimately, adhering to ethical standards benefits everyone in the community, fostering a positive and thriving residential environment.

The CAI Code of Ethics provides a robust framework for managers to ensure they act with integrity, transparency, and fairness. https://www.caionline.org/LearningCenter/credentials/ Documents/ethics_code.pdf Written by: Staci M. Gelfound, CMCA®, AMS®, PCAM® President, WPM Real Estate Management, AAMC® 443-796-7459 sgelfound@wpmllc.com

THE COMPLETE PLAYER CHARITY EVENT Many of our Chesapeake Chapter members, Business Partners and Board members had a great day on Tuesday, July 16th partnering with The Complete Player Charity and their STEAM campers for the 3rd year in a row! The day was spent working with the campers and educating them on how to run Board meetings/Community management and governance, and about real-world career skills, such as roofing, clean-up/remediation, landscaping, and engineering! Many thanks to the companies and everyone that participated!

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2024 Annual Symposium & Expo

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Riding the waves of financial change means one has to be prepared for the constant rise and fall of ever-changing conditions on any given day and throughout the year. The proper management and assessment of money for Community Associations comes in all different forms – some are easier and some are harder to navigate.

But, if you bring your shades and spend some time with our qualified financial surfing instructors, you will more readily be able to keep all ten toes on the board! Register Today!

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CLASS TOPICS INCLUDE: (Choose One From Each Class) How to Read Financials Speakers: Vicki Eaton, CMCA, AMS, LSM, PCAM Staci Gelfound, CMCA, AMS, PCAM, WPM Real Estate Management Michelle Jones, CMCA, AMS, LSM, PCAM, Lake Linganore Association Tax Aspects Speakers: Theresa McCoy, CPA, American Community Management Jonathan Strauss, CPA, Strauss & Associates Budgeting Speakers: Trent Harrison, CMCA, AMS, PCAM, FirstService Residential Mac Staples, PCAM, D.R. Horton Special Assessments and Loans Speakers: Don Plank, PCAM, EJF Real Estate Services Noni Roan, CMCA, Pinnacle Financial Partners 5-year Capital Projects – Planning & Funding Speakers: James Anderson, PE, Becht Engineering BT Michelle Baldry, PE, PRA, RS, Reserve Advisors MD LAC Update Speakers: Scott Silverman, Esq., Nagle & Zaller, P.C. S24 PR ING/SChad U MME R 202 Toms, Esq.,4WHITEFORD

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September is Emergency Preparedness Month – Are you Prepared?

The three-article series following this introduction is intended to help you and your community prepare for emergencies that may come your way.

September marks an important time for communities across the nation to focus on safety and readiness.

National Emergency Preparedness Month, observed every September, serves as a critical reminder for individuals, families, and organizations to evaluate and enhance their preparedness strategies for unforeseen events. Being prepared can make a significant difference in mitigating the impact and ensuring swift recovery.

Why Preparedness Matters Emergency preparedness is not just about having the right supplies on hand; it encourages everyone to be proactive, not reactive. By creating a plan, building a kit, staying informed, and getting involved in your community, you can reduce the impact of disasters on your life and the lives of those around you. Preparedness is about empowering individuals and communities to be resilient, respond effectively, and recover more swiftly when disaster strikes.

Waiting until an emergency occurs to learn that you are not prepared can make an overwhelming situation so much harder. Disaster Restoration Experts in our industry have compiled some articles that can help you get prepared before an emergency happens. Additional resources can be found at the following:

www.ready.gov/calendar

DUST OFF YOUR DISASTER PLAN:

Bring It Up to Modern Standards for National Preparedness Month As we look to the fall and winter months, it’s the perfect time to ask yourself – is your team ready for the next disaster?

This is the best time of year to dust off your disaster plan and prepare for the change in seasons… which eventually leads to our East Coast winter weather calamities. September is National Preparedness Month, a time designated

by FEMA to encourage individuals, families, and communities to plan for disasters. Established after the tragic events of September 11, 2001, National Preparedness Month aims to promote disaster readiness and resilience across the nation. As community association managers and members of condominium and HOA communities on the East Coast, it’s crucial to ensure your disaster plans are up-to-date and effective.

The Evolution of Disaster Plans: A 15-Year Overview Over the last 15 years, disaster planning has evolved significantly, particularly for the multifamily community – which includes condominiums and HOA’s.

Initially, disaster plans were confined to binders stored on a bookshelf in an office, often overlooked and unused. These traditional disaster planning binders housed various emergency procedures but weren’t practical, given that disasters don’t conform to a 9-to-5 schedule.

In the mid-2000s, the trend shifted to digital storage on shared drives and virtual file folders. This transition improved accessibility but still presented challenges like accidental overwrites and limited mobile access. Today, many communities and professionals prefer contemporary web-based platforms for disaster planning. Managed by specialized services, these platforms offer superior accessibility and ease of use.

Key Considerations for Housing and Accessing Your Disaster Plan Regardless of which method applies to your disaster plan, consider the following key aspects to ensure it is effective and accessible: • Accessibility: Ensure the plan is accessible anywhere, even during internet or cellular disruptions.

• User-Friendly: Make it easy to navigate, especially for those unfamiliar with your property.

• Current Information: Keep the plan updated with current needs and contact information.

• Multiple Access Points: Allow multiple people to access the plan.

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Essential Components of a Disaster Plan As you update or build your disaster plan from scratch, make sure to include these essential components: • Procedures: Outline actions for various disaster and emergency scenarios.

• Shut-Off Locations: Detail critical building components and their management.

• Hazardous Materials: Specify on-site hazardous materials and their locations.

• Contact Lists: Include internal and external contacts, staff, and board members.

• Preferred Business Partners: List contacts for emergency services.

• Community Resources: Identify local resources and how to access them.

• Evacuation Plans: Include egress paths and alternate exits.

Building a Disaster Plan for Different Types of Disasters Creating a comprehensive disaster plan feels like a daunting task but breaking it down into specific types of disasters can make it more manageable. Here are some common disaster types, and how to build out sections of a disaster plan to address different scenarios: • Water Damage: o Assessment: Identify areas prone to flooding or water intrusion. o Prevention: Implement measures like proper drainage systems and regular maintenance of plumbing. o Response: Develop procedures for immediate water shut-off, drying, and contacting restoration professionals.

• Fires: o Assessment: IConduct fire risk assessments and identify potential hazards. o Prevention: Install and maintain smoke detectors, fire alarms, and sprinkler systems. o Response: Outline evacuation procedures, designate assembly points, and ensure fire extinguishers are accessible.

• Severe Weather:

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o Response: Create a communication plan for alerts and updates, establish shelter-in-place protocols, and prepare emergency kits.

Getting Started: Simplifying the Process Starting a disaster plan can seem overwhelming, but taking it step-by-step can simplify the process: • Initial Assessment: Begin with a thorough assessment of your community’s vulnerabilities and potential risks.

Identify the most likely disasters and prioritize them.

• Gather Information: Collect all necessary information, including contact lists, shut-off locations, and emergency procedures. Use templates and checklists to ensure you don’t miss anything.

• Engage Stakeholders: Involve key stakeholders, such as board members, staff, and community members, in the planning process. Their input and participation are crucial for the plan’s success.

• Utilize Technology: Leverage contemporary web-based platforms to store and manage your disaster plan. These platforms offer features like real-time updates, mobile access, and easy sharing.

• Training and Drills: Conduct regular training sessions and drills to ensure everyone knows their roles and responsibilities. Practice different scenarios to improve preparedness.

• Review and Update: Regularly review and update your disaster plan to reflect changes in your community and new best practices. Schedule annual reviews and adjust as needed.

Conclusion As we look towards National Preparedness Month, take this opportunity to evaluate your own disaster plan. Anticipate large scale disasters as well as everyday occurrences like water losses.

You can ensure your community is well prepared for any emergency by focusing on the key considerations, building out comprehensive procedures, and putting an updated plan in the hands of your team. While we hope your disaster plan remains unused, its importance cannot be overstated.

Technology continues to advance, and with it, the need to keep disaster plans up-to-date and easily accessible.

o Assessment: IUnderstand the types of severe weather your area is prone to, such as hurricanes, tornadoes, or blizzards.

As a seasoned disaster restoration expert, I encourage you to act now and make disaster preparedness a priority for your community. No one ever doubts the importance of a disaster plan, but they never feel urgent…until you need one.

o Prevention: Secure outdoor items, reinforce windows and doors, and ensure the structural integrity of buildings.

Written by: Beth Bencivenni Vice President of Sales and Marketing, RestoreCore beth.bencivenni@restorecore.com THE BEACON

Selecting the Right Disaster Restoration Contractor The business of insurance restoration contracting has become quite competitive. Insurance restoration is viewed by many contractors as guaranteed work not affected by the economy. So, with all these “new” restoration contractors ready and willing to repair fire or water damaged property, promising the managers and owners the sky; how does one select the capable, qualified contractor?

The answer is simple, ask for references from your industry and interview them! An established insurance restoration contractor with repeat customers is an optimum choice for a property manager or owner. You need to confirm that the contractor has the technical expertise, financial stability, and emergency service capability to properly serve you and your property/community. This might seem to give an unfair disadvantage to new contractors, starting in the business, but the disadvantage is not necessarily unfair. New insurance restoration contractors usually employ people who have worked for an established firm, possibly giving them the necessary technical experience. The financial stability necessary to complete larger, time-consuming projects needs investigating when contracting with a young insurance restoration firm. A good rule of thumb is to ask the contractor to prove their bonding capacity. Though a particular fire or water job may not require bonding, a property manager, uncertain of the contractor’s stability, should ask for it.

When interviewing references, be specific about the information you are seeking. If the reference uses the contractor in a manner that you will not, call another reference. Insurance restoration, particularly fire restoration, is not generic construction. Smoke removal, deodorization, mold, and mildew removal are samples of the specific challenges of an insurance restoration contractor, unrelated to general contracting, which are usually present in insurance restoration work. If you hire a contractor inexperienced in handling these obstacles, the results of your project will be quite disappointing.

Ask for a reference regarding the quality of the emergency services provided by the contractor. Emergency services are usually the most critical need of a property manager regarding fire and water restoration. When inquiring about a firm’s emergency services, ask what the typical 30

expected response time is. Ask this question to both the contractor and their reference and average the numbers for an accurate time. Selecting an insurance restoration firm with reliable emergency services is extremely important.

Having one contractor on your job from beginning to end will expedite the repairs while minimizing confusion and miscommunication, ultimately causing the least amount of disruption possible at the property.

The time in which you select an insurance restoration contractor is also an important factor. If you select a contractor at the time of a fire or flood, you will not have the opportunity to research the contractor’s references and success rate. The time to select an insurance restoration contractor is when you have no current, pressing needs.

Selecting an insurance restoration contractor should never be based on cost, considering the contractor and the insurance company will reach a mutually acceptable price for every project as it occurs. Insurance companies also require insurance restoration companies to use specific software in order to create scopes of work, which removes the variances in cost provided by each contractor. Also, severe weather can cause crises, such as weeks of frozen pipes. Therefore, an insurance restoration contractor will need to set priorities, giving emergency service to existing customers first. In these instances, a property manager who regularly uses the same contractor for structural repairs and emergency services will have an advantage in getting timely service.

Some areas of concern that should be addressed are: Can they provide the service I will need? Have they had a good success rate with customers who have had the same requirements that I will have? Are they financially stable? Do they provide proven emergency services? By investigating these details, a property manager or owner can select an insurance restoration contractor based on the three most important and basic issues of financial stability, technical expertise, and emergency service.

Written by: Sharon Toepfer Burns President, Toepfer Construction Co., Inc. 301-336-8600

THE BEACON

RESPONDING TO DISASTER CLAIMS Disasters can strike at any time, leaving communities exposed and in need of immediate action to respond and recover. Natural disasters like tornadoes, floods, hurricanes and other incidents such as fires or significant water leaks can present challenges that result in more complex claim situations.

Planning Ahead Before a disaster, set well defined protocols. This will guide your community. Assign specific roles and responsibilities to both the board members and management team.

Focus on preventative maintenance, evacuation plans, and keep updated emergency contacts on hand. Review your insurance policies annually with your broker to ensure adequate coverages are in place.

Responding: During a disaster, focus on life safety first. For example, in the event of a fire, make sure emergency services are responding. This may include agencies such as the American Red Cross which can assist with housing.

After a disaster, swift action is critical in obtaining the best outcome of an insurance claim.

Once the danger subsides and any safety concerns have been addressed: 1) Prevent Further Damage - Insurance policies require insureds to prevent further damage where possible.

Failure to do so could result in denial or limited coverage. Example, if a major pipe burst occurs, shut off the water supply and arrange to dry out the area.

S U MME R/FA L L 20 24

2) Notify the Insurance Agent or Company - Insurance claims should be reported in a timely manner with accurate information. Provide details including date, location of the loss, type of loss (Example: Flood or Fire) and information on the damages.

3) Obtain estimates for repair work as soon as possible - Also contact other appropriate professionals immediately after the loss. Remediation, repair, engineers, attorneys are resources available for prompt and proper recovery.

4) Assist the adjuster - The insurance company will typically assign an adjuster within 48 hours to manage the claim. They will need to inspect the property and obtain photos of the damages, copies of the association’s bylaws, and the estimates for repair and remediation. Adjusters rely on the association’s responsiveness to appropriately address review.

Therefore, the timely contact between both parties is imperative.

5) Organize Invoices - Once repairs are underway, confirm that invoices include clear descriptions as to scope of work for each. Payments should not be made from the association’s general funds, but from the payments from the insurance company. It can be difficult to obtain additional documentation once vendors have received payment, and sometimes additional documentation is needed to close out the claim.

6) Consider a Public Adjuster - In the event of severity claims, consider hiring a third-party public adjuster to help streamline the claims process and maximize

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coverages. You should always discuss this step with your agent or broker before signing a contract.

You should be aware that, once a public adjuster is contracted, your agent can no longer negotiate directly with the carrier on your behalf.

7) Communicate and update residents - Disasters can be stressful and confusing situations for residents.

Keep residents updated on safety protocols, recovery efforts and any changes to the community the loss has created.

8) Future Prevention - After the disaster. conduct a review of the association’s response and identify areas of improvement.

Handling disaster claims requires preparation, organization, and compassion from community associations. By establishing clear protocols, communicating effectively, and diligently managing recovery efforts, associations can minimize disruption and support residents in repairing or rebuilding the community.

Written by: Chase Hudson, CIRMS, SISR, EBP Senior Commercial Risk Advisor-Real Estate Sahouri Insurance 202-765-1358 chudson@sahouri.com

2024 Professional Management Development Program (PMDP) For more information and to view the list of courses offered in 2024, visit www.caionline.org/LearningCenter/ Education-for-Managers/Pages/ default.aspx

Honoring the Chapter’s First Supporters The Chesapeake Region Chapter of CAI will be celebrating its 45th year in 2025! What an amazing ride it has been. Founded with the purpose of supporting and advocating on behalf of community associations, the Chapter continues to provide critical support to the many communities and related professionals in our region.

A special thank you goes out to the early Chapter supporters who believed in the vision laid out by the Chapter founders and CAI. Please join us in celebrating these remarkable pioneers for their service and contributions to the Chesapeake Region Chapter of CAI.

We are proud to be a part of their legacy!

Condominium Venture, Inc. Joined on 10/01/1975

Goldklang Group CPAs, P.C. Joined on 01/01/1976

Wallace H. Campbell & Company Joined on 01/01/1976

Strauss & Associates, P.A. Joined on 09/01/1980

Elmore Law Group, P.C. Joined on 09/01/1981

Kramon & Graham, PA Joined on 04/01/1983

Mann Properties, Inc. Joined on 04/01/1985

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THE BEACON

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For information about how EJF can help your community, call today or visit us online.

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877.485.3801 | ejfrealestate.com

THE BEACON

TEXAS COURT GREEN LIGHTS USE OF NONCOMPETE CLAUSES WITH ITS PERMANENT NATIONWIDE BAN OF THE FTC’S NONCOMPETE RULE On April 23, 2024, the Federal Trade Commission (FTC), by a 3-2 vote, issued its Final Non-Compete Clause Rule, which would have banned most non-compete agreements for almost all workers in the country (employees and independent contractors alike). The Rule was slated to take effect on September 4, 2024.

A noncompete clause is a contractual provision that blocks an employee from working for a competing employer, or starting a competing business, within a certain geographic area, during employment, and for a period of time after the employee’s relationship ends. These provisions are widely used across the country, and, until the Rule, were governed by either state statutes and/or well-developed case law.

Legal experts have held the view that the FTC exceeded its authority with this rule-making and that the Rule would eventually be found invalid. Indeed, within one day of its promulgation, a lawsuit was filed in the U.S. District Court for the Northern District of Texas requesting that the court delay the enforcement of the rule on the grounds that the Rule was unlawful. The Texas District Court Judge initially granted a narrow and limited injunction prohibiting the enforcement of the Rule against the plaintiffs in that action on a temporary basis. Then, on August 20, 2024, the Texas District Judge ruled that the Rule is an unlawful agency action, is not enforceable, and cannot take effect anywhere in the United States -- permanently. A Florida District Court has also granted a limited injunction on S U MME R/FA L L 20 24

similar grounds to the Texas District Judge’s initial ruling.

In the meantime, a District Judge for the U.S. District Court for the Eastern District of Pennsylvania came to the opposite conclusion of the Texas and Florida courts finding that the Rule was valid and enforceable. However, that ruling does not have nationwide effect.

If the FTC appeals the Texas Court decision to the 5th Circuit Court of Appeals, where it would likely lose, the FTC could appeal to the U.S. Supreme Court because of the inconsistent rulings among the federal district courts.

Most legal experts believe the FTC’s efforts will be futile.

While there is no crystal ball, given recent Supreme Court ruling that permits courts to overrule agency actions, it is more likely than not that the FTC’s noncompete rule will be dead on arrival in the Supreme Court.

Even prior to the Texas Court ruling on August 20, 2024, most legal experts were advising that employers continue to use noncompete agreements, so long as such agreements were enforceable under the applicable state law, while the legal challenges played out. With the Texas Court ruling, employers can continue the business practice of enacting reasonable non-compete agreements with employees as permitted in their state.

Written By: Susan Salen, Esq. Rees Broome, PC ssalen@reesbroome.com 34

We had a Great Day AT OUR ANNUAL GOLF OUTING ON MONDAY, JUNE 24TH!

Many Thanks to our 2024 Golf Outing Sponsors!

Aaction Home Repairs and Restoration, Inc. American Pool Atlantic Maintenace Group Becht Engineering BT Bopat Electric Co., Inc. BrightView Landscapes Complete Landscaping service EJF Real Estate Services Exterior Medics Fellner Legal Services First Citizens Bank Four Twelve Roofing GMC Contractors, Inc. Hann & Hann Construction Services Hawkins Electric Service ISTORMWATER LLC Knott Mechanical Kolb Electric, Inc. Kris Konstruction Roofing Professionals MillerDodson Associates, Inc Minkoff Company Nagle & Zaller North Arundel Contracting NV Roofing Palmer Brothers Painting & General Contracting Pinnacle Financial Partners Pro Painting & Contracting Raine & Son LLC Rees Broome, PC RestoreCore Roofpro, LLC Sahouri Insurance SBC Outdoor Services Servpro of Rockville-Olney SI Restoration Standard Paving & Concrete The Falcon Group Engineers, Architects & Reserve Specialists Thomasville Restoration Tidewater Property Management, Inc., AAMC Toepfer Construction Co., Inc.

S U MME R/FA L L 20 24

TRC Engineering 35

Congratulations to our 2024 Golf Outing Winners!

FLIGHT #1 – First Place: Larry Edmonds, Ryan Bates, Amy Waldron, Michael Eckloff Second Place: Cody Bishop, Marc Greenberg, Rick Bowling, Matthew Merckel

FLIGHT #2 – First Place: Rob Meier, Nick Cole, Chris Petrik, Jason Kingan Second Place: Marty Ehrlich, Matt Baron, Chelsey Kelly, Dave Baker

FLIGHT #3 – First Place: Cal Bogertman, Aaron Winsker, Tim Larsen Second Place: Scott Severn, Mike Mangum, Jen Bennett, Staci Gelfound Longest Drive Men – Evan Picciotto Longest Drive Women – Kate Cornell Closest to the Pin Men – Jason Kingan Closest to the Pin Women – Ellen Throop Straightest Drive Men – Ryan Bates Straightest Drive Women – Ellen Throop

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THE BEACON

Many Thanks To Our 2024 Golf Committee!

Chase Hudson, Chair, Sahouri Insurance Thomas (T.J.) Socks, Vice-Chair, Becht Engineering BT Rebecca Clemson-Petrik, Board Liaison, FirstService Residential Andy Barnes, NV Roofing Nick Cullison, Four Twelve Roofing Ian Douglas, WHITEFORD Scott Duke, The Witmer Group Larry Edmonds, American Pest Joe Esposito, Hann & Hann Construction Services Rasneek Gujral, Rees Broome, PC Austin Haspert, Foam Solutions Alan Llanes, Siemens Industry, Inc. Matthew Merckel, Tidewater Property Management Evan Picciotto, Kris Konstruction Roofing Professionals Keith Rivers, Atlantic Maintenance Group Scott Severn, RestoreCore Linda Sheets, Bopat Electric Carol Shenk, First Citizens Bank S U MME R/FA L L 20 24

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R PONSO S D N DIAMO WCASE SHO

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Transition Studies Capital Reserve Studies Inspections & Replacements  Roof  Deck/Balcony  Siding  Retaining Walls Façade Investigations & Corrections Infrared Thermal Imaging Drone Services Site Drainage Corrections Asphalt Paving Design Structural Corrections Concrete Inspections Mechanical, Electrical & Fire Protection Systems Construction Inspections & Oversight Litigation Support

For All Of Your Engineering Services 800.772.7991 www.bechtbt.com

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Becht Engineering BT, Inc. 10711 Birmingham Way Woodstock, MD 21163 P: 410.461.3904 F: 800.772.7990

James W. Anderson, PE

Principal/Engineering Division Manager THE BEACON janderson@bechtbt.com

CHESAPEAKE REGION CHAPTER OF CAI 2024 EVENTS JANUARY Thursday 11th

Charting Your Course – Virtual Tuesday 30th

Homeowner Webinar “Working Together as a Board”

FEBRUARY Wednesday 21st

Breakfast Webinar – “Governance” Tuesday 27th & Wednesday 28th

Board Leadership Development Workshop

MARCH Wednesday 20th

Breakfast Seminar

Ten Oaks Ballroom, Clarksville, MD

APRIL Friday 12th

Delmarva Breakfast Seminar, Legal Roundtable Atlantic Sands, Rehoboth, DE

MAY Monday 6th

Delmarva Golf

Glen Riddle Golf Club, Berlin, MD Wednesday 8th – Saturday 11th

CAI National Conference Las Vegas, NV

Wednesday 22nd

Breakfast Seminar

Ten Oaks Ballroom, Clarksville, MD

JUNE Monday 24th

Golf Outing

Norbeck Country Club, Rockville, MD

JULY Wednesday 10th

Manager Huddle

Webinar

Tuesday 16th

The Complete Player Charity - Field Day

Location TBD

Thursday 25th

Crab Feast

Sandy Point State Park, Annapolis MD Sunday 28th - Wednesday 31st

Virginia Leadership Retreat

Hot Springs, VA

AUGUST Wednesday 14th

Volunteer Day

Marley Glen School, Glen Burnie, MD

SEPTEMBER Tuesday 10th

Joint Chapter Social Event

Smokey Glen Farm, Gaithersburg, MD

OCTOBER Monday 7th

Annual Symposium & Expo

Live! Casino & Hotel Maryland, Hanover, MD Wednesday 23rd

Homeowner Webinar

NOVEMBER Thursday 7th – Friday 8th

Delmarva Happy Hour & Expo Princess Royale, Ocean City, MD

Tuesday 19th Board Leadership Development Workshop

Location TBD

DECEMBER Friday 6th

Annual Social & Annual Meeting

Kurtz Beach, Pasadena, MD