Common Assessment Magazine October November December 2011

Common WINTER 2011

The professional provider of education, advocacy and resources for Community Associations

In

the

Spirit

of

G r at i t u d e

Ripples on a POND page 6 BUILDING BONDS with our business partners page 10 Acting on an ATTITUDE OF GRATITUDE page 26

COMMON ASSESSMENT MAGAZINE • WINTER 2011

1

26-28 26-28

1 25

JANUARY M-100 Course – The Essentials of Community Association Management Community Association Law Seminar Rancho Las Palmas Resort Palms Springs, CA

FEBRUARY Trade Show – DoubleTree Hotel Mission Valley – Legal Update 2012 Essentials of Community Association Volunteer Leadership – Courtyard by Marriott

2 14 23

15-16 25

MARCH Bowling Tournament Mira Mesa Bowl Morning Educational Program –Courtyard by Marriot , Topic TBA CID Law Course – Courtyard

by Marriott

APRIL Legislative Day in the Capitol – Sacramento, CA Annual Educational Conference– DoubleTree Hotel, Mission Valley –

2-5 11 TBA TBA

MAY CAI National Conference Las Vegas, NV Morning Educational Program –Courtyard by Marriott Morning Educational Program – North County Location & Topic TBA Monte Carlo Night Location TBA

Visit the chapter web site www.cai-sd.org to register for any event.

2

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

Features 6

Ripples on a Pond – A Perspective on Managers and Management

BY MARIE DONOVAN

10

Building Bonds with our Business Partners: One Manager’s Perspective

BY JEAN MARIE SALVIA, CCAM, PCAM

14

Appreciating the Unappreciated: Thank you Board!

BY LESLEY FINCH, PCAM & BRIAN A. KALMENSON, CCAM

26

Acting on an Attitude of Gratitude

BY JULIE VILLELLI

28

Every Kinda People

BY DEBRA H. LEWIN

Departments 2

4

President’s Message

BY CYNDI KOESTER, PCAM

12

18

2012 Chapter Event Calendar

Platinum Business Partner Spotlight Featuring Peters & Freedman

Chapter News

17

20

24

21

27

39

June/July Board Fundamentals Course Day at the Races Recap What You Missed, What’s Coming Up Golf Tournament Recap Sept 23/28 Morning Program August Trade Show Exhibitors

Homeowners’ Corner – Homeowners’ Roundtable: Debt of Gratitude to Volunteers

BY SAM DOLNICK

19 Around San Diego

22 Newsstand

35 New and Renewing Members

38 CLAC Donations Honor Roll

Back Cover 2011 Marketing Plan Members

COMMON ASSESSMENT MAGAZINE • WINTER 2011

3

Common

President’s Message EXECUTIVE COMMITTEE CYNDI KOESTER, PCAM....................................... PRESIDENT Mutual of Omaha Bank

Thank You for Wonderful Year!

LOUISE STETTLER...................................... PRESIDENT ELECT Epsten Grinnell & Howell, APC

I am writing to you as one of my final acts as Chapter President for the CAI San Diego Chapter.

Here are some of the most important events during my watch and what the board accomplished by working as a team. Our goals for 2011 were mostly internal, which may not have been noticed by our members.

We set our plan in motion at the beginning of the year to establish new internal policies and procedures for the Chapter operations. The Board adopted a lot of new policies and procedures in 2011 for the operation of our Chapter. We also updated the entire office computer system and recently decided to make a change with our internal database. So yes, we are going through the wonderful times of a “software conversion.”

All of our programs and social events were a great success and well attended throughout the year. This could not have been accomplished without the dedication of our volunteers and generous Business Partner sponsorships.

I would also like to thank the Common Assessment Magazine Committee for their dedication on producing a beautiful and informative magazine. This is one of the hardest working committees and they made some great changes to improve our magazine for all members.

The Chapter also won the Chapter Excellence Award for Public Affairs Very Large Chapter with the Chapter’s submission for the CLAC Committee. With the chapter’s contributions from our members we were able to meet our financial goal for CLAC and became one of the largest committees supporting our industry.

It is amazing what a team can accomplish when its members focus their efforts and coordinate their talents. The accomplishments of our Chapter required a team – made up of both volunteers and staff members – of talented people reflecting great diversity to produce a common goal of success. We have one of the best groups in the nation and that’s because we care about our industry.

I would also like to send a special thank you to our own April Baldwin (our Chapter Administrative Assistant). She has been with us for more than 3 years and she will be leaving at the end of January to start her new position as a mommy. April, you have been a wonderful addition to our team and you will be greatly missed. On behalf of all of our members CONGRATULATIONS and enjoy your new adventures with your little girl.

Lastly, I am most thankful for the friendships that I have developed because of the opportunity to serve this Chapter. I have been involved with CAI for 30 years and have served on several Boards; I have to say without a doubt that I am honored to have been CAI San Diego Cyndi Koester, CMCA, Chapter President.

AMS, PCAM AVP Southern California Regional Account Executive, Mutual of Omaha Bank/Condo Certs

4

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

RICK SALPIETRA, ESQ...................................VICE PRESIDENT Law Offices of Richard Salpietra TINA ROZYCKI, CMCA......................................... TREASURER Curtis Management MARIE DONOVAN................................................ SECRETARY Homeowner CHRIS HODGE, PCAM......................................... EX-OFFICIO Elite Community Management DIRECTORS KERRY BEATTY, PCAM......................Packard Management Group JIM FRAKER, PCAM..........Professional Community Management ELIZABETH FRENCH, ESQ. ..............Green, Bryant & French, LLP ELAINE GOWER............................................................ Homeowner CO-LEE GREV, PCAM............ Pacific Rim Property Management JASON PAYNE ....................................Payne Pest Management SHANNON SMITH......................................Reconstruction Experts KARINA TATUM . ........................SD Preferred Property Managers CHAPTER EXECUTIVE DIRECTOR BARBARA OZENBAUGH, CMP 619-299-1376 MANAGING EDITOR AND NEW & RENEWING ADVERTISING SALES BARBARA OZENBAUGH, CMP 619-299-1376, barbara@cai-sd.org DESIGN & PRODUCTION KRISTINE GAITAN REY ADVERTISING & DESIGN / THE CREATIVE DEPT. 760-746-8700 MAGAZINE EDITORIAL COMMITTEE LAURIE POOLE, ESQ. (CHAIR)............. Peters & Freedman, LLP LAURI CROCE, ESQ. ............................ Anderson & Kriger, APC SAM DOLNICK.......................................................... Homeowner LESLEY FINCH............................................Lindsay Management JEFF FRENCH, ESQ....................... Green, Bryant & French, LLP BRIAN KALMENSON, CCAM....Michael Abdou Insurance Agency JODI KONORTI, ESQ. ................ Epsten, Grinnell & Howell, APC CYNDI KOESTER, PCAM..... Mutual of Omaha Bank/CondoCerts JENNIFER LANDON........................... Allure Total Management KIMBERLY LILLEY, CIRMS........................Berg Insurance Agency TINA ROZYCKI............................................. Curtis Management JEAN-MARIE SALVIA.................................... Walters Management LOUISE STETTLER......................... Epsten Grinnell & Howell, APC All articles and paid advertising represent the opinions of authors and advertisers and not necessarily the opinion of either Common Assessment Magazine or the Community Associations Institute – San Diego Chapter.

Information contained within should not be construed as a recommendation for any course of action regarding financial, legal, accounting or other professional services and should not be relied upon without the consultation of your accountant or attorney.

Common Assessment Magazine is the official quarterly publication of the San Diego Chapter of the Community Associations Institute. CAI San Diego Chapter encourages submission of news and articles subject to space limitation and editing. Signed letters to the editor are welcome. All articles submitted for publication become the property of CAI San Diego Chapter. Reproduction of articles or columns published permitted with the following acknowledgement: “Reprinted with permission from Common Assessment Magazine, a publication of the Community Associations Institute San Diego Chapter.” © 2011 CAI - San Diego Chapter

ADVERTISING & CORRESPONDENCE SHOULD BE SENT TO: Common Assessment Magazine CAI - San Diego Chapter 1081 Camino Del Rio South, Suite 109, San Diego, CA 92108 619-299-1376 / fax 619-299-1377 / www.cai-sd.org

Joel M. Kriger, APC • CoMMunity AssoCiAtion lAw Division

Committed to leadership in protecting the rights of clients.

Anderson & Kriger, LLP • Assessment recovery • Annual retainer Program – no Cost Collections – unlimited Phone Calls – Annual Check-up Meeting – Quarterly newsletter – reduced Hourly rates • Fee for service Program • CC&r enforcement • Document revisions • opinion letters • Civil litigation

619-589-8800 www.a-khoa.com

COMMON ASSESSMENT MAGAZINE • WINTER 2011

5

Ripples on a Pond

A PERSPECTIVE ON COMMUNITY MANAGERS AND MANAGEMENT

BY MARIE G. DONOVAN

Knowledge is like the stone tossed in the water.

Share a little knowledge, it goes a little way. Share a lot (throw it harder) and the impact can truly be far reaching.

H

ave you ever considered that which appears

for the far reaching impact of an action became apparent

to be inconsequential at the time it occurs,

to me when I thought about who and what events have

can later have a far-reaching impact? Toss a

affected me since my initial introduction to living in a

stone in a pond. It makes some ripples. Toss

homeowner’s association.

another one harder and the ripples spread further out in the pond.

Knowledge is like the stone tossed in the water. Share

not to have to paint, garden or do any of the maintenance

a little knowledge, it goes a little way. Share a lot (throw it

I had done in my prior life as an individual property owner.

harder) and the impact can truly be far reaching.

Plus I had the use of a raft of amenities: pool, spa, tennis

I didn’t know it then, but I know it now. The

courts, putting green and a clubhouse for parties. Life was

knowledge shared by the community association manager

good! My association fee was paying for all of this. I never

I had during my first exposure to condominium living,

thought about how things got done and what it took to

started a ripple that continues to spread to this day.

make my good life possible.

The concept of “ripples on a pond” as a metaphor

6

As a first time owner in a homeowner’s association, I gave no thought to how things were handled. It was nice

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

A few years later, I was asked to be a board member.

That is when I began to learn what it takes to effectively

how fortunate my first experience had been. I had been

operate an association. I was impressed by how well all

exposed to exceptional property management. That

the board members functioned. They knew what was

became my guide for judging the quality of a property

expected of them. As a novice, I realized how much I

manager and the management company.

didn’t know.

The first things I received were two fat publications.

Community association managers and management companies come in all flavors. This is something I did

One was a guide for officers and directors. The other

not initially understand. There are large management

was a “how to” guide for homeowners association.

companies with professional, credentialed managers

These board members believed it was important

who can handle everything for a large association. On

to have the knowledge resources to do their jobs

the other hand, some are “mom & pop” operations,

as directors. Those, and other materials they gave

which provide little more than basic bookkeeping

me, helped to expand my understanding of our

services.

association’s governing documents, the laws governing

The services they offer fall into two main categories:

all associations, the board’s responsibilities and

Finance and Management. Within these two categories,

obligations to the homeowners, and for comparison,

a myriad of services can be “cherry-picked” to suit the

other associations’ experiences, problems and

specific needs of an association. A small condominium

solutions.

complex or development of single detached homes

But, what made this board think this way? Where and how did they learn all that they knew?

The objective of good HOA management is to advise and provide a board with the resources necessary to make the best decisions.

is not going to have the same needs as high-rise condominium project or a high density complex.

What I learned was: “Good board members are not born, they are taught.” They need to learn the

Management

association business. Regardless of the skill sets board

• Organize and conduct regular board meetings

members bring from their business and private lives,

(agenda, board meeting package, minutes)

working with others within the framework of the laws

• Organize and attend annual meeting (notices,

governing an association is different.

As an incorporated association, ours, in many aspects, needed to operate as if it were a government

proxies and ballots) • Conduct walk-throughs (common areas, landscape, architectural and rules violations)

or corporate business. This is actually true for most

• Obtain bids for maintenance requests

incorporated associations. It is a bigger, more

• Handle association correspondence (annual budget

complicated job than most volunteers realize. A single property owner’s actions impact only that owner.

Conversely, the consequences of decisions and actions

mailings, directory of owners, violation letters, property transfer changes and other requests) • Maintain association records

made by board members impact all owners within the association.

What I also learned was: the community association manager/management company sets the tone for a board and influences their thinking and approach to carrying out their duties. The objective of good HOA

Finances • Collect monthly assessments, fees and other receivables • Write checks for bills and other disbursements as approved by the board

management is to advise and provide a board with

• Maintain bank accounts

the resources necessary to make the best decisions.

• Prepare financial statements (monthly income and

Isn’t their knowledge and experience why you hire a

expense reports, reserves, budget comparison,

management company in the first place?

check reconciliation, general ledger)

Some years later and at a new association, I had to research what characteristics to look for in selecting a new management company. This is when I realized

• Prepare year-end financial statement • Assist with annual budget preparations (operating budget and reserves) Continued on page 8 COMMON ASSESSMENT MAGAZINE • WINTER 2011

7

RIPPLES IN A POND

A board needs expert advice to make

• Association law

Continued from page 7

informed decisions.

• Insurance

• Provide records for income tax

Professional managers will draw upon

preparation, audits or other financial

the knowledge, experience and resources

analyses

their companies have developed in dealing

A professional management company

with:

• Government regulations, legislative changes • Construction projects (repairs, replacements, upgrades)

can provide all of these services, but does

• Similarly structured associations

• Contracting

it better. They go further than just providing

• Legal issues (interpreting, revising and

• Vendor sources

and performing the standard services.

updating governing documents)

Great managers also use their resources as an opportunity to teach, explain industry best practices and provide examples of what is working at other associations.

Our community association manager/ management company used this approach to help us to understand the homeowner association business. They held board member training sessions at their office to show best practices in handling other areas of association management. Their own education was important. They fostered it through membership and or certification in professional organizations and educational programs.

They set themselves apart as great managers by their emphasis on teaching and

Who else can say – our account executives know community management backwards and forwards.

walking board members through each aspect of association management.

Who else can say – our relationship managers speak your language and understand your business.

My first board experience had me asking: “What made that board operate so

Who else can say – our technology group has revolutionized the business of association management.

effectively?” The answer is clear. The directors passed along what they learned to each

ExpEriEncE

successive board member. Over time, this resulted in a well run association. My present interest and involvement in association governance and education also stems from this first experience.

The traits which set a great manager/ management company apart haven’t changed.

HOA Banking HOA Loans Internet Cash Management Online Payment Systems Dedicated Customer Service

They share their knowledge. They mentor. They make board members smarter by encouraging learning.

My first community association manager tossed many stones in the pond by sharing a

Cyndi Koester

wealth of knowledge. The ripples she created

AVP / Regional Account Executive

are still spreading.

949.235.8498 Toll Free 866.800.4656, ext. 7494 cyndi.koester@mutualofomahabank.com

mutualofomahabank.com

Z4746

8

Community Association Banc is a division of Mutual of Omaha Bank. Member FDIC. Equal Housing Lender CACM Affiliate Member. National Corporate Member of Community Associations Institute.

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

Equal Housing Lender

Marie G. Donovan is a board member for her HOA and CAI San Diego board secretary and Education Committee member.

We provide solutions... to complex Community Association legal issues.

If you are involved in the management of a community association, you know that the State and Federal laws that govern associations complicate decision-making and make the conduct of association business challenging.

We can help. At Epsten Grinnell & Howell, solving the complexities of community association law is our only business.

Our attorneys handle a continuing and varied stream of association legal matters.

We collaborate and share our ever-expanding knowledge with each other, and with our clients. This can be a real benefit to your association, as our attorneys are not likely to be starting from square one when faced with your difficult issue.

Call us today… We have a lot of common interests.

800.300.1704 l www.epsten.com San Diego 10200 Willow Creek Rd., Suite 100 San Diego, California 92131 858.527.0111 • fax 858.527.1531

Coachella Valley 44-875 Deep Canyon Rd., Suite 3 Palm Desert, California 92260 760.836.1036 • fax 760.836.1040

Inland Empire 43460 Ridge Park Dr., Suite 200 Temecula, California 92590 951.461.1181 • fax 858.527.1531

COMMON ASSESSMENT MAGAZINE • WINTER 2011

9

Building Bonds with Business Partners ONE MANAGER'S PERSPECTIVE

BY JEAN-MARIE SALVIA, CCAM, PCAM

Your lack of planning shouldn't become my emergency.

Help me help you.

I

n this industry, we can only do so much to plan for

with business partners are a bit one-sided. We will

the unknown. No matter how hard we work, we can’t

provide a good recommendation or reference when

always control or anticipate when that urgent, time-

asked, and we will invite our most dependable service

sensitive issue will require our undivided attention. When

providers to bid projects. In return, we expect them

emergencies come up (and they always do), we need

to drop everything and respond to us when we need

to rely on each other to resolve them as quickly and as

them. Sometimes we need them to run out to a property

accurately as possible. By building relationships with our

and fix that broken mainline. Other times, we forgot to

business partners, we know we will be able to count on

complete one of our action items, and we needed that

each other when those pressing situations arise.

proposal yesterday. They bring in bagels, they send thank

While managers may not realize it, our relationships

10

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

you notes, and they give us gift cards to Starbucks. They

pass out goodies at trade shows, they sponsor our

just looking for a price comparison? Is it important

participation in CAI functions, and they remember

that the business partner include a specific service in

our birthdays. More than anything, our best service

the proposal? What is the ultimate goal? Is the board

providers make our jobs easier and help us look good

looking to freeze all contracts? Do they like a particular

to our clients.

service but just don’t think they can pay for it? This

We are all being squeezed these days. Our clients

information enhances our business relationships.

are struggling to collect assessments and begging

It helps us improve our business and service. Most

us to freeze rates while throwing in extra services. As

importantly, it raises the level of professionalism in our

a result, we are focusing on improving efficiencies

industry.

and changing the way we do business. It’s a difficult task. There are days when we head home exhausted and beaten. This is the perfect time to reflect on our

Working Together It’s much easier to solve a problem by working

relationships and work together to ensure our industry

together from the start. We each have our own area

remains professional.

of expertise, and we bring something different to the table. Why try to figure out how to repair a painting

Gratitude It’s common practice for business partners to thank

job before talking to a painting contractor? Why use your own judgment when helping a homeowner repair

managers for meeting with them, allowing them to bid

an irrigation issue? Let your business partners know

a project, or simply taking their call. Heck, sometimes

your goals in advance, and they can help you resolve

managers are thanked for just being a manager (we

your problem quickly and more efficiently. In addition,

deserve it by the way – being a manager is hard work).

if you think the client may be dissatisfied with a service

How often do we express gratitude for our business

or product, give your business partner a “head’s up.”

partners? We all need each other, and it feels good to

There’s no reason to wait until someone’s on the

be appreciated.

chopping block before you let them know there may

Here’s an idea: keep a package of “thank you”

be a problem.

cards and stamps in your desk, and send one every once in a while. Thank a business partner for meeting with you at the last minute or for educating you on

Planning Ahead Imagine getting the following call once a month:

an issue. Thank a competitor for helping you out at a

“I’m sorry—I know I didn’t talk to you about this

trade show. Thank a sub-contractor for pulling through

before, but I need a proposal from you by the end of

and making you look good. Sure…email is easy…it

the day today. Can you do it for me? If not, I’ll have to

takes about five seconds. But, sending a card in the

ask someone else. I know you’ve been working with

mail has a much bigger message. Want to really go out

this client for ten years and I understand you are in

on a limb? Invite a business partner to meet you for

the field all day, but I need it done now.” Call in favors

coffee and then pick up the tab. If we appreciate our

only when absolutely necessary. We can’t help each

business partners, they will be there to help us in those

other be successful if we are responding to fire drills

emergency situations—again and again and again.

all day long. Even if you know it will take someone five minutes to help you, give them time to do it. Maintain

Honesty We know we should all practice honesty, but are

an action list and planning calendar, and check it weekly. If we stay one week ahead of ourselves, it will

we direct and forthcoming? If a manager invites a

make all the difference in the world. We will reduce

business partner to submit a proposal for something,

error, stress and frustration. Imagine how much

let the him or her know what to expect. Is the board

better a day would be if our stress was cut in half? By

of directors dissatisfied with its current contractor or

planning ahead, we can do that.

Let your business partners know your goals in advance, and they can help you resolve your problem quickly and more efficiently.

Continued on page 12

COMMON ASSESSMENT MAGAZINE • WINTER 2011

11

FOCUS Peters & ATTORNEYS AT LAW

CAI-SAN DIEGO PLATINUM MARKETING PLAN MEMBER

Continued from page 11

Setting Expectations Isn’t it easier to know what needs to be done and how to do it in advance?

Let your business partners know what you

Freedman

W

ith seasoned professionals in the field of community association law, the offices of Peters and Freedman, L.L.P. provides expert advice on legal matters, assessment collections, election process and regulations. The firm is committed to providing effective, innovative and comprehensive legal services to community associations in Southern California.

Key elements to their success include their accessibility and responsiveness to client needs. The company’s innovation is exemplified through their 24 hours a day, 7 days a week online access to status reports for all collection matters.

How does the firm instill a sense of team and camaraderie?

The firm works actively to connect with one another. Annually, the staff gathers for a day long event that includes family members. The firm works hard for their clients and through a solid team environment; they are able to proactively address clients’ needs.

Please share the value received from being a CAI member.

The firm is actively involved in CAI through not only participation at tradeshows and events, but further as active participants in committees and educational events. James McCormick, a partner, notes that CAI offers a wealth of information and provides an opportunity to broaden perspectives on the industry and trends affecting CIDs. Most memorable moment or highlight for the firm?

The implementation of the online collections tracking program - ReadyCollect. This program has been in place for over three years and it provides immediate access

12

BUILDING BONDS

need and what you expect from them. If a , L.L.P.

client has a specific hot button, share that information with other service providers.

to delinquency information to both management firms and board members.

When a manager generates a punch list on

Any advice for board members, community managers and other industry professionals?

For board members and community managers: Seek out information regarding the industry and learn as much as possible, not just about the laws affecting CIDs, but also other information that is readily available through CAI courses and certifications and consistently seek out business partners to provide expert advice as needed.

For business partners: Get involved and be committed.

By becoming more involved and participating in the trade organizations, you can gain greater rewards and experiences.

calls over emails, tell someone. Take the

What are the firm’s forecasts for the common interest development industry?

• Delinquencies will continue to affect many homeowners.

• Companies that do not focus on customer service will not be able to thrive.

• Technology will continue to impact CIDs in ways we can not imagine.

• Don't focus solely on combating bad laws and sensational media, but also focus on proposing and implementing laws that deal directly with the challenges faced by the industry.

In summary The future for the firm continues to be to listen and address the needs of the clients, consistently review feedback and adapt to the various changes affecting CIDs. To contact Peters & Freedman, L.L.P., visit their website at www.hoalaw.com.

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

a walkthrough, help the business partner prioritize the work. If you prefer phone guessing out of association management and set expectations for each other.

Without these, we are only setting each other up for failure.

Let’s work together to change our attitude and treatments of others. Instead of managing emergencies based on poor planning or disproportionate expectations, focus on helping each other get through those difficult times so that we all end up on top. Help me help you.

Jean-Marie Salvia, PCAM, CCAM is a Regional Manager for Walters Management.

Attend Our First Trade Show of the New Year!

February 1 DoubleTree Hotel Mission Valley Legal Update 2012 Log on to www.cai-sd.org for more information



     



 



  

  

PETERS ATTORNEYS AT LAW

&

FREEDMAN,L.L.P.

A full service law firm dedicated to representing community associations

Experience you can rely on...

People you can trust Encinitas Office

Desert Office

(760) 436-3441

(760) 773-4463

www.hoalaw.com

mail@hoalaw.com

COMMON ASSESSMENT MAGAZINE • WINTER 2011

13

Volunteers in a common interest community who choose to take on the responsibility of serving on the board should be admired by the other owners.

Appreciating the Unappreciated THANK YOU, BOARD!

BY LESLIE FINCH, PCAM & BRIAN KALMENSON, CCAM

Ways Homeowners Can Appreciate Board Members It's Wednesday night at the Happy Valley

committee to study the issue and formulate solutions to the on-going clubhouse use problems. Taken by

Homeowners Association’s Board meeting and its

surprise, Mr. S declares “I don't have time to handle the

owners' open forum. Mr. “S” takes his allotted 5 minutes

Board's problems! I have a job.” Mr. S exits the meeting.

to berate the Board for “failing” to control use of the

This scenarios is typical of the problems faced by many

clubhouse, which resulted in a broken window blind

boards. Owners fail to understand that board members

and the lights being left on all night. The president

are fellow homeowners who also have personal lives, and

states that Mr. S has a valid point, and explains that the

that help is needed from all.

budget does not provide funding to hire security for

14

the clubhouse. The Board then invites Mr. S to head a

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

Volunteers in a common interest community who

choose to take on the responsibility of serving on the

prolonged period of time. Plus, it just takes less effort

board should be admired by the other owners. Too

to have mutual respect and appreciation than not.

often residents refer to the board as “them” against

For all intents and purposes, being a member of a

“us.” Being a board member is an elected position

community association board of directors is identical to

and those who choose to put themselves forward

having a job, though, of course, without the benefit of

have agreed to VOLUNTEER their time and expertise

receiving compensation for the work.

on behalf of the other owners. They have made a

Every past or current board member can attest

commitment to take time from their families, careers,

to the difficulties of the job. These difficulties can

and personal lives for the benefit of the community.

undoubtedly divide boards and create uncomfortable

Here are some ways owners can show appreciation for

situations. As a member of any board, it is of the

their board:

utmost importance to recognize and acknowledge

• Follow proper protocol when addressing issues

that each board member is similarly dedicating their

with the board. Be respectful during your time

personal time and best efforts to achieve the common

speaking to the board during open forum

goal of making the community the best it can be.

and address issues in an organized and non-

The best way that individual board members can

inflammatory manner. Do not make accusations

appreciate one another is by simply hearing each

without supporting facts.

other’s ideas and giving everyone’s thoughts as much

• Consider being part of the solution. Most boards

time, attention and consideration as they would their

are happy to appoint committees to address

own. Board members routinely face enough friction

pertinent issues and to present solutions and

from homeowners, and a little respect can go a long

estimated implementation costs.

way in terms of board cohesion and productivity.

• Attend meetings, read minutes and newsletters to be familiar with community business.

• Vote at the annual election Don't approach board members one-on-one about

How Business Partners Can Appreciate Board Members Unbeknownst to many service providers, a

association business. Remember that the board acts

community’s manager and board of directors are

as a whole entity, conducting business in duly called

constantly receiving inquiries from competing vendors

meetings. Asking a board member for a policy decision

on how to replace you. Promotion of better services,

or “favor” on a personal level is not appropriate.

lower prices, cooler and newer gadgets and gizmos

The necessary steps to ensure that the community

that they have to make you look obsolete and

can continue to function can involve tens of thousands

less ready to efficiently and effectively service the

of dollars in expert and legal fees. Sometimes

community are commonplace. Worried? Don’t be,

communities face an election with NO candidates

because if you’re worrying about your competitors

to serve on the board. Only when board member

undercutting you for work, it means you still have the

candidates do not volunteer do owners realize their

job. What you should do is ask yourself, why do I still

value.

have this job? When it comes down to it, the answer is simple, really. The board of directors has not replaced

Board Members Should Appreciate One Another When working closely with people in the

you.

When providing services to a community association, it’s always important to remember that as

workplace, it is always ideal to maintain a professional

a Business Partner you are working for the association,

relationship built on cordiality, respect, and most

and your contract has been reviewed and approved by

importantly, a mutual appreciation for what each

the association’s board of directors. What this means

member is contributing. After all, these are likely

is that a group of very busy individuals have dedicated

the same people that you will be working with for a

their own personal time for the betterment of the

The best way that individual board members can appreciate one another is by simply hearing each other’s ideas and giving everyone’s thoughts as much time, attention and consideration as they would their own.

Continued on page 16 COMMON ASSESSMENT MAGAZINE • WINTER 2011

15

association to review and approve your company’s contract. Keeping this in mind,

• Communicate!

to a board more than doing what is in

The best way to show appreciation

your contract, and doing it well, except for

it’s easy to see that as a business partner

to boards for placing their trust in your

possibly a nomination or two for sainthood

you owe these nice folks a great deal of

company or firm is to deliver consistently

for those brave and courageous souls.

appreciation. How do you show it, you

excellent service and keep open lines

might ask?

of communication. Volunteering to be

• Always give your best while performing

on a board of directors of a community

the work you were hired to perform • Never make promises that can’t be kept

association can be a full-time job in and of itself, and nothing shows appreciation

How Managers Can Appreciate Board Members When board members hire a management representative, remember that they took time from their personal lives to choose you and your company for your expertise. Remember to appreciate the board and offer guidance in the following ways: • Help the board to be ready to face their issues. Get the board meeting agenda out on time, provide an annual calendar so they know what's coming up, and compile a budget worksheet ahead of time so they can decide how to spend the association's money. Summarize the association's maintenance responsibilities and give them comparison graphs when they obtain competing bids. Anything that will make analyzing and decisionmaking easier is a help.

Professional. Capable. Friendly.

• Hold an orientation to familiarize new board members with the board's business and their duties.

• Hold up the red flag when we make

Year after year our list of satisfied, well-managed communities grows. Our team of accredited, certified community managers offers unparalleled credibility and integrity. Call Curtis Management today for the highest caliber, hardest working professionals to manage your community. Toll Free 877.587.9844.

Just what you’ve been looking for in professional community management. www.curtismanagement.com

a decision which may go against our governing documents so that we can seek advice from our legal counsel. If it is necessary to point out improper actions at a board meeting, please do so diplomatically – remember you're our best advocate.

• Don't correct or criticize board members in front of the owners. If your experience in handling a problem suggests a better way, inform the board, then let them make their own decisions at board meetings. They depend on your expertise.

• Appreciate that individual board members have their own fields of expertise. Don't overstep your bounds when they are deliberating a final decision.

16

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

• Act as their mouthpiece, and arrange

job for little or no money (as is more

for service providers to meet with the

often the case). They are taking time from

board when necessary. Boards are best

their families, jobs, and personal lives

informed when they meet with experts

to volunteer for the betterment of their

such as our insurance agent, attorney,

communities.

or landscaper.

• Step in to help when an angry homeowner is disrupting a board

A little appreciation will go a long way!

Thank You to Our Board Fundamentals Course Sponsors

(A few cookies at the meeting wouldn't hurt either).

meeting. Board members depend on YOU as a third party to diffuse the situation.

• Remember that the board members

Lesley Finch is a Management Consultant with Lindsay Management Services.

have other jobs. They depend on

Brian A. Kalmenson is a Commercial Insurance Specialist with the Michael Abdou Insurance Agency, Inc.

you to see that a reserve study is completed on time and to give them a “heads up” when a major expense

JUNE 18 S.H.E. Manages Properties JULY 16 Jon Wayne Construction and Consulting

must be considered.

• Help to obtain a quorum and solicit candidates when it is time for the annual meeting. They need help

O'Connell Landscape Maintenance

encouraging others to serve also.

Finally, don't forget that board members are doing a sometimes thankless

Inspector of Elections Services provided by Qualified Legal Professionals.

Is your CID complying with California Law?

• Residential, commercial and industrial associations’ elections involve an

• Reduce the stress and workload involved with elections of directors, recalls, amendments to governing documents and special assessment elections.

important legal process that should be handled by an attorney.

The Law Offices of Richard Salpietra has processed over 100,000 ballots in past elections.

We handle all aspects of an election as the Inspectors of Elections including interpreting governing documents, creating and mailing all election documents, collecting ballots, conducting the annual or special meeting, tabulating votes and announcing the results.

We have the answers to your legal questions – when you need them.

858.756.2233 • www.salpietra.com COMMON ASSESSMENT MAGAZINE • WINTER 2011

17

Homeowners’ Corner Debt of Gratitude to Volunteers

T

he monthly Homeowners’ Roundtable meetings could not continue without the many people who have volunteered their time and energies over the years.

The meetings were started by Edwin Baker in approximately

1988. Ed was president of his Mission Valley condominium and an active member in the CAI-San Diego Chapter. He saw the vital need for education for common interest board members and homeowners; a forum was necessary for this to occur.

For the first few years meetings were held in Ed’s condo recreation room. After the first few meetings Ed asked me to

QUICK FACTS 161 homeowners attended the Roundtable at Friars Village; 141 homeowners attended the Altamira 2 Roundtable for a total of 302 different participants. All common interest Over the years

community homeowners are cordially invited to attend the Homeowners’ Roundtable closest to their domicile.

co-chair the Roundtable with him as I was in the education field before my retirement. Ed passed away in December 1991 leaving a strong legacy. We should all be grateful to him for his foresight.

Experiments with the dates and Readers of this column are encouraged to send their opinions on the above and suggestions for future columns to samdolnick@ juno.com or by phone, 619-697-4854. Sam Dolnick has served as president of his association, is a former homeowner representative of the San Diego Chapter Board of Directors, former homeowner trustee of CAI National, and former director of the CAI Foundation for Community Association Research. He is currently homeowners’ delegate on the California Legislative Action Committee, and president of the Baker/Dolnick Education Foundation.

Guest articles are always welcome!

to the San Diego Chapter. Marcia Ross also notifies the North

times of meetings were made in

County Times newspaper of the meetings which has resulted in an

an attempt to increase attendance.

increase in participants. We are certainly grateful to Marcia for her

Common interest owners in North

untiring efforts.

County complained about the

Gratitude must be given to homeowners, who at various times

distance they had to travel. By

helped Sam in a co-chair capacity. They are Bob Headland, Jack

1997 it was established that the

Moore, Bert Donaldson and Herb Granger.

best date and time was the third

Gratitude must also be extended to long term participants who

Wednesday of each month from

have added much to the viability of the Homeowners’ Roundtable:

4:30 to 5:30 PM. Meetings in the

Juanita Bailey, David-Chadwick Brown, Linda Curry, Jean Delmar,

odd months were to be held at

Ed Farley, Leonard Fogelson, June Gollahon, Herb Granger, Chuck

Friars’ Village Clubhouse, 1190

Hansing, Ben and Charlote Goldman, Sara Higgins, Dick and Susan

Camino Copete, San Diego, CA

Johnson, Marty Jones, Lane Magnin, Kent & Leila McCormick, Jack

92111. Ed Roth, who was the

Moore, Marjorie Moss, Donna Osborne, Theresa Ovenden, Ron

manager of Friars Village at that

Reff, Marcia Ross, Elle Schubert, Randy Slomovitz, Charlyne Oslin-

time, made arrangements with

Smith, Marla Watkins, Ann Weatherby, Betty Williams, and Elaine

the board of directors to use the

Zembryeki. The questions various participants presented, in many

clubhouse without charge. Ed set

cases were experienced by the above mentioned people, and they

the pattern and we are still meeting

were able to contribute solid answers.

there. We are certainly grateful to him and to the current Friars Village

board of directors.

Meetings in the even months were to be held at the Altamira 2 Clubhouse, 904 Caminito Madrigal, Carlsbad, CA 92011. Marcia

A debt of gratitude has to be given to those 55 homeowners who attended sufficient Homeowner Roundtables and Chapter education programs to receive a one year homeowner membership to Community Associations Institute.

Sam is also looking for a co-chair to help in the Roundtable

Ross, a homeowner at the condo, contacted the board of directors

meetings and for a co-writer for this column. Any volunteers out

and permission was granted for the use of the Clubhouse without

there?! Time is fleeting.

charge. We are still using the clubhouse. Again, Marcia Ross and 18

the Altamira 2 board of directors should be honored for their help

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

around san diego OH BABY! Congratulations to April Pigott from AV Builder and her husband Paul on the birth of their daughter, Ashlyn Lenée Pigott, on August 14, 2011. She weighed 8 lbs., 5 oz., and was 21.5 inches long.

619-595-3166

www.fentongrant.com

CONTACT YOUR PROS FOR A FREE ESTIMATE TODAY 1-800-399-3199 www.pro-techpainting.com

YOUR SINGLE SOURCE FOR ANY PROJECT

Don't Forget!

Your 2012 Marketing Plan contracts are due no later than December 31, 2011.

• Color Consulting & Scheme Board

• Class B Licensed

• Pressure Washing & Water Reclamation • Stain & Finish Work

• Stucco Repair & Re-texturing

• Online Tracking Service

• Curb & Light Pole Painting

• Wood Inspection & Repair

• Wrought-Iron Repair & Repaint

• Elastomeric Coatings • $2,000,000 Liability Insurance • Interest-Free Financing

• Energy Efficient & Green Coatings

• Uniformed Crews

• Roof Tile & Gutter Cleaning

L OCALLY S ERVING S AN D IEGO

&

• Warranties

O RANGE C OUNTIES

COMMON ASSESSMENT MAGAZINE • WINTER 2011

19

THANK YOU TO OUR 2011 DAY AT THE RACES SPONSORS WIN Animal Pest Management First California Bank Mt. Helix Pest & Termite Control, Inc. Park West Landscape Maintenance, Inc. Peters & Freedman, LLP RSI Roofing Services, Inc.

PLACE Artistic Maintenance AV Builder Corp GMI Building Services & Guard Management, Inc. Green Valley Landscape & Maintenance, Inc. Heaviland Enterprises, Inc. Massie-Berman, APC Mutual of Omaha Bank/CondoCerts Pacific Western Bank SBS Lien Services Steven Smith Landscape, Inc. Tierra Verde Resources, Inc. Valley Crest Tree Care Services Western Towing

SHOW Arborwell Frazee Paint Personal Touch Cleaning & Maintenance, Inc. Pro-Tech Painting Law Offices of Richard Salpietra Summit Security Vibra Bank

20

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

CAI SAN DIEGO 2011

Golf Classic at Coronado

THANK YOU TO OUR 2011 GOLF TOURNAMENT SPONSORS BIRDIE SPONSORS Accurate Termite Pest Control Artistic Maintenance, Inc. Epsten Grinnell & Howell LaBahn's Landscaping Mt. Helix Pest & Termite Control, Inc. Mutual of Omaha Bank N.N. Jaeschke, Inc. Park West Landscape Maintenance, Inc Premier Roofing Reconstruction Experts RSI Roofing Services, Inc. U.S. Bank Western Towing HOLE IN ONE Green Bryant & French LLP PAR SPONSORS Animal Pest Management AV Builder Corp.

Emercon Construction Landsystems Pro-Tech Painting Law Offices of Richard Salpietra Three Phase Electric Treebeard Landscape DRIVING RANGE Massie-Berman PUTTING CONTEST Peters & Freedman LLP LUNCH SPONSORS Anderson & Kriger LLP Pacific Western Bank PrimeCo Painting, Inc.

2011 CAI SAN DIEGO GOLF CLASSIC TOURNAMENT WINNERS 1ST PLACE Rory Cambra Bob Kaku Phillip Alei Ed Mellick 2ND PLACE Charles Buddemeyer Mike Jennings Jonathon Merry Carrie Seubert

3RD PLACE Melissa Diaz Drew Wandall Nate Hawley HONESTY AWARD Russ Levithan Norb Lohse Vicky Marvey Pam Walker

CLOSEST TO THE PIN – Ladies: Julie Menas • Men: Felipe Lopez LONGEST DRIVE – Ladies: Melissa Diaz • Men: Kass Ghandy PUTTING CONTEST: Tom Freeley

DRINK BUCKS SPONSORS General Coatings Corp.

Landsystems Merit Property Management Pacific Green Landscape Park West Landscape Maintenance, Inc. Rancho Del Oro Towing Sherwin Williams Treebeard Landscape DECORATIONS SPONSOR Walters Management WATER SPONSORS Clean Earth Restorations Personal Touch Cleaning & Maintenance, Inc. SBS Lien Services Sullivan Construction Management

COMMON ASSESSMENT MAGAZINE • WINTER 2011

21

NewsStand News from CAI National FHA Reignites Transfer Fee Battle

input that will have a detrimental effect

transfer fees. A CAI national survey found

on the condominium market. Worse,

that forty-nine percent of all community

FHA conducted no formal release of this

associations have a deed-based transfer

(FHA) has announced its plans to disqualify

pending requirement, but rather mentioned

fee. These community transfer fees are

condominium associations from FHA

it as part of a training session on the new

levied at the time of sale to fund reserves,

financing if the association charges a deed-

requirements imposed by FHA in its June

capital projects or operations. The fees are

based transfer fee at time of sale. This

30 Mortgagee Letter.

typically less than $500 and are calculated

The Federal Housing Administration

Our members may recall the fierce, and

would put FHA at odds with the Federal

as a percentage of sale price, a fixed fee

Housing Finance Agency (FHFA), which

successful, battle waged by CAI against

or a multiple of monthly assessments. The

earlier this year determined that such fees

FHFA on community association transfer

challenge is that such fees are incorporated

benefit community associations and do not

fees earlier this year. In late 2010, FHFA

into the deed restrictions of the community

impact the sale of community association

proposed a draft regulation which would

association which typically requires a two-

properties. It marks yet another unilateral

have cut off all federally backed mortgages

thirds majority of all property owners to

action by FHA, without public notice or

to community associations with deed-based

change. FHFA sought input from the public at large and received more than 4,000 comments on their proposal. Based on the information received, FHFA revised their

Rebuilding Communities n n n n n

Reconstruction Renovations Repairs Maintenance New Construction

regulation to allow community association levied fees.

FHA has indicated that they will issue a Mortgagee Letter later this year which would disqualify condominium associations from FHA backed mortgages if they had a deed-based transfer fee in place. Unlike FHFA, FHA does not intend to solicit public input on this proposal nor do they find the information gathered by the FHFA on the same topic to be relevant to their decision.

Unfortunately, this is business as usual for FHA which continues to issue requirements for its condominium mortgage insurance program without the benefit of input from

Financing Available!

Completing community wide projects n within your budget n in the shortest time possible n quality customer service n minimal impact to your residents n

858.792.1500

n

www.delmarpacific.com

CA License #828224

“Serving San Diego, Orange County, the Coachella Valley & the Inland Empire”

the public at large. For those who have worked to get FHA approval, this has resulted in FHA requirements that have proven confusing and problematic for associations. In a statement submitted to the House Financial Services Committee on an FHA hearing, CAI noted that FHA’s lack of stakeholder input “has resulted in

22

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

underwriting criteria for condominium

WARD & HAGEn LLP

associations that do not comport with common association business operations, state law or common sense.”

In August, CAI members from key state legislative action committees met with members of the House Financial Services Committee to let them know the problems FHA is creating in the condominium marketplace by setting qualification criteria for condominium associations that conflict with association operations, state law or simply do not make rational sense.

CAI continues to expand our grassroots efforts to force FHA to engage in a more transparent process in developing

Serving HOA Clients Throughout San Diego County HOA General Counsel Insurance Issues

Construction Disputes Litigation

Mediation/Arbitration Collections

criteria for condominium mortgages. As

Contact: Kirk Yake 440 Stevens Avenue, Suite 350 Solana Beach, California 92075

FHA currently accounts for one in three condominium loans, getting the rules right is key to restoring confidence to the marketplace. Despite our progress on a variety of mortgage issues, FHA continues

858.847.0505

ssl_CAI_0210:Layout 1

1/19/10

10:23 AM

www.wardhagen.com

Page 1

to be a needless source of confusion and frustration for condominium associations.

As part of our ongoing Mortgage Matters program, CAI is working to protect

Improving more than just your property.

homeowners in community associations and to ensure access to fair and affordable mortgage products for all current and potential community association residents.

You can follow our work and share your thoughts at www.caimortgagematters. org. CAI will continue to monitor and participate in shaping the development

S TEVEN S MITH L ANDSCAPE I NC .

of the FHA’s condominium underwriting guidelines to ensure that the perspective of community associations is heard. If you have any questions about the FHA’s underwriting criteria and how it could affect your community, e-mail government@ caionline.org with FHA Mortgage Insurance

From installation to maintenance, Steven Smith Landscape Inc. provides every landscape need.

Requirements in the subject line.

Specializing in HOA landscape maintenance, we improve curb appeal and enhance your overall HOA experience. In partnership with management and the Association, we bring clear, concise communication, quick response and project satisfaction.

For your larger landscape needs, our full service construction division can meet your needs.

Our reference list includes Poway Unified School District, City of Escondido, City of Santee, City of San Marcos and U.C.S.D. Call Today For A Professional Proposal

760/745.9916

COMMON ASSESSMENT MAGAZINE • WINTER 2011

Lic No. 456160

23

What You Missed & What's Coming Up A QUICK REFERENCE GUIDE TO THE CHAPTER'S EVENTS

CAI-SD serves as a true asset to the community by providing many educational opportunities for the entire spectrum of participants from homeowner to industry professional. CAI-SD strives to make all opportunities convenient and fulfilling for members and aspiring members.

HERE’S WHAT YOU MISSED: On June 18 and July 16, 2011, CAI-SD offered

a Board Fundamentals Course. This half-day course served as a powerful educational experience for board members looking to serve their community more effectively. Attendees of the class had access to industry- leading attorneys and management professionals who served to educate board members on the complex issues facing many associations.

The CID Law Seminar held on September 9th, 2011, was a wonderful opportunity to acquire a broad education on common, basic and complex legal issues, as well as state and federal statutes applicable to common interest developments. New or returning attendees found this event to be a comprehensive review of current legal issues. Attendees were empowered by the knowledge of these specialized and experienced legal professionals.

On November 4th and 9th we held our ever-popular Almost Free Legal Advice program in San Diego and again in Carlsbad. Attendees had a chance to ask the legal experts all of those unanswered questions they had.

HERE'S WHAT'S COMING UP: Friday, December 9th is our Annual Awards

Luncheon and Trade Show. This is the day we honor our volunteers for their service to our chapter. To nominate your colleagues, go to www.cai-sd.org and download the nomination form.

Many more events are on the horizon. Visit the chapter website at www.caisd.org, for more information or to register for upcoming events. Maximize your educational experience with CAI-SD and participate!

24

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

The Only Choice for Your Protection Great Customer Service Accurate Invoicing $2,000,000 Liability Insurance

Damage Replacement Guarantee Real Estate Inspections

Toll Free 877.277.3970 or 858.277.2228 www.paynepestmgmt.com SA N DI E GO • O RA NG E COU NT Y • LOS A NG E LE S

COMMON ASSESSMENT MAGAZINE • WINTER 2011

25

Acting on an Attitude of Gratitude

BY JULIE VILLELLI

“As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.”

John F. Kennedy

A

ctively giving back to the community just comes

last October when they recruited volunteers from

naturally to some CAI members. Whether it is by

local management and landscape companies to join

collecting dog and cat food to be distributed to

forces with 800 other volunteers to paint, landscape

elderly people who can’t easily run to the store, hosting a

and spruce up 27 homes in need of repair in an older

pizza party- complete with face painting, jewelry making

neighborhood of Vista. This improved the conditions of

and a bounce house for the foster kids at Casa de

this older community and reduced crime and vandalism

Amparo, or raising money, replacing kitchen cabinets and

by promoting a sense of safety and stability in the

collecting the basic necessities for the women at a drug

neighborhood.

and alcohol recovery home, CAI members continually step up to serve others in need.

Volunteers from San Diego CAI’s Marketing/PR

26

Committee member Jim Fraker served as a House Captain, coordinating CAI’s volunteers with the Vista ROC (Rebuilding Our Communities) organization. It was

Committee improved the community and expressed

a great way to serve the local community, and show that

their gratitude in a tangible way one beautiful Saturday

CAI is comprised of real people who care enough to

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

spend their free time giving back to their communities.

The words of inspirational author, William Arthur Ward pertain. “Do more than belong: participate. Do more than care: help. Do more than believe: practice.

Do more than be fair: be kind. Do more than dream: work.”

If you or someone you know has expressed their gratitude in a tangible way and the result was something great for the community and/or CAI, please share your experiences by emailing our Executive Director, Barbara Ozenbaugh (Barbara@ cai-sd.org). Your feedback and suggestions may be featured in a future article in Common Assessment magazine.

Julie Villelli is the Business Relations Manager of ProTec Building Services, a full service HOA maintenance & construction company currently celebrating 15 years of service to Southern California.

THANK YOU MORNING EDUCATIONAL PROGRAM “CURRENT TRENDS IN EMPLOYMENT LAW” SPONSORS SEPTEMBER 23 N.N. Jaeschke, Inc. Mutual of Omaha Bank O’Connell Landscape Maintenance Pacific Western Bank Peters & Freedman ProTec Building Services

SEPTEMBER 28 Adams • Kessler

Association Bank Services

Specialized Banking Services For Community Associations and Management Professionals Operating and Reserve Checking With No Monthly Service Charges Automated Lockbox Services, Online Payments, ACH Business Online Banking Remote Deposit CDARS* Placement Services Association Loans Simplified Association Signature Cards Experienced Association Bankers Jan Hickenbottom

PCAM, CCAM Vice President 4301 MacArthur Blvd.

Newport Beach, CA 92660 (800) 848-6771

Keith Monroe & Co.

Member FDIC

O’Connell Landscape Maintenance ServPro of Carlsbad

www.FirstBankHOA.com

*CDARS is a service mark of Promontory Interfinancial Network, LLC. FDIC Insured up to $50 million per Tax ID.

COMMON ASSESSMENT MAGAZINE • WINTER 2011

27

Your community is only as good as the residents who lend it their time. Make identifying good volunteers a top priority.

Every Kinda People

BY DEBRA H. LEWIN

T

here's bad news and good news. First the

basic thing in common: They call the same place home.

bad news: Community associations are run

And, maybe, they share an emotional attachment that will

by volunteers. Your board and each of your

spur them to give everything they can to that place.

committees somehow have to find qualified, competent

Of course, there's a little more bad news: Finding

people willing to give up their free time and work long,

good volunteer leaders isn't easy. Getting them on board

unappreciated hours to keep their neighborhood on

is no picnic, either. And inspiring them can be murder.

track. Without them, your resident survey results will go unprocessed, your Web site might not get updated, and your social events will be understaffed.

Now for the good news: Community associations are

Volunteers are like extraterrestrials – you suspect they're out there somewhere, but you have no idea who

run by volunteers! You have at your disposal a readily

they are or how to find them. But you might be surprised

accessible supply of people from different backgrounds,

to discover some good prospects hiding in plain sight.

with different skills and experiences, all with one very 28

Finding Them

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

Other activities. People who are involved in public-

service or other municipal activities are in volunteer mode already. It's reasonable to assume that they find such work satisfying, that they enjoy it, and that they have – or know how to create – sufficient time in their lives to do it. Let them know their community needs them, and they might cut you in on some of their time as well. For example, a board member at an association in Virginia went to vote on Election Day and was greeted by a neighbor who was working at the polls. Several months later, when the board needed a chair for the nominating committee, the board member suggested contacting this resident. No one had ever asked her to do anything for the association, and, it turned out, the resident was delighted.

Service organizations. People who are active with groups like the Rotary Club also make good volunteers.

They're service-minded, and they've demonstrated an interest in the larger community. Let them know that community starts right outside their front door.

Professional organizations. Residents who are members of business organizations like the Chamber of Commerce or professional organizations like the local bar association make good candidates for volunteer leadership positions – on a committee, perhaps, or even the board.

Civic involvement. Association members who are busy with PTA or church activities can be a good fit for social, recreation, or hospitality committees or task forces.

Great ideas – but you can't read minds. Outside of a chance meeting at the polls, how do you know which of your residents is involved in what? Finding out might be as simple as keeping your ears open. Make a mental note when a resident says something like, "I'm on my way to a planning meeting for homecoming at the high school tonight."

For a more systematic approach, a survey might net some results. Ask people to tell you a little something about themselves, and along with your questions offer information about volunteer opportunities in the

Why Don’t They Volunteer???

“We’ve done everything possible, and we still can’t get good people to run for office or help out. What’s the problem?” Good question.

Betsy Johns, owner of Assurance Management Services, in Herndon, Virginia, identifies four major obstacles to volunteerism.

NEGATIVE ENVIRONMENT. Like orchids, volunteers need the right environment in order to bloom. That means a positive environment.

A cordial atmosphere comes about when association leaders are constructive, united, and committed. This applies to the board, of course, but also to committee chairs and even committee members.

Few people enjoy being around complainers and doomsayers, and no one will volunteer for—or stay on—a committee that has such personalities on it. Volunteers need to feel safe, free of criticism, and appreciated. The volunteers you already have--starting with the board-must set a positive example and tone for the community.

MISPERCEPTIONS. Probably the most common response from residents who have been asked to volunteer is: “I don’t have time.”

What makes people think that volunteering is time-consuming? One culprit is board members who micromanage projects or become too involved in the day-to-day operation of the association. Potential volunteers see this and think, “I certainly don’t have time to oversee the landscaping renovation or conduct monthly design-review inspections.” It can be a Catch-22: The board doesn’t delegate because there are no volunteers, and there are no volunteers because people are scared off by the amount of work they think would be required of them.

POOR ROLE MODELS. Residents get their ideas about what it takes to be an association leader from the people they see on the board and committees. If those board members—particularly the president—are inappropriate role models, members get the wrong idea about the job.

This includes bombastic presidents who turn meetings into theatrical performances, dictatorial committee chairs who overpower everyone else, and figurehead officers who are perceived as puppets of the manager.

IT ISN’T FUN. Most of us go to work every day because we need a paycheck. Volunteers, on the other hand, probably won’t show up if they aren’t enjoying themselves. This doesn’t mean that every association activity has to be a carnival ride, but do what you can to avoid events—including meetings—that are dull, laborious, or overly structured. –D.H.L.

association. Let your residents know that even a small contribution of time or expertise is useful.

One final note: Don't make any assumptions.

© Community Associations Institute. Reproduction in whole or part is prohibited without written consent.

Remember the Election Day worker? She had always Continued on page 30 COMMON ASSESSMENT MAGAZINE • WINTER 2011

29

C e l e b r at i n g O u r 3 7 t h Y e a r

EVERY KINDA PEOPLE Continued from page 29

been considered "the quiet little old lady in 14B" who never came to any association

We know the difference

events. Turned out she not only put together a strong slate of candidates for the board, but she had a lot of great ideas for conducting the annual election.

between getting the job done and getting it done right.

Full Service Community Management

Recruiting Them You know who they are. You know what they do and what they like. Now, once you've scoped out all the best prospects, how do you get them to take the plunge?

Get personal. Nothing works as well as a personal – and genuine – invitation. If you can't talk to someone face-to-face, pick up the phone and have a friendly conversation.

Or, failing that, send a note or e-mail.

Get specific. It also helps if you can be specific. A simple "You'd be great on our

800-227-6225 S a n D i e g o • C h u l a V i S ta • C a r l S b a D • m u r r i e ta

www.waltersmanagement.com

design review committee" is a start. But, "We really need you on the design review committee because of your background in the construction industry," is more likely to close the deal. Tell residents why you selected them. Was it their integrity or creativity? Their specialized knowledge?

Their positive attitude?

Get clever. A condominium resident outside Washington, D.C., was annoyed that the association kept ticketing his vehicle. He was clearly in violation of the parking policy, but he believed that he and other residents were being harassed by the association. Knowing his feelings, a board member personally invited him to serve on the rules committee – specifically so that he could "do something" about that annoying parking situation. Once on the committee, he gained a new appreciation for the parking issue, and several others as well. He became a strong supporter of the association, and eventually a productive member of the board.

Go fishing. Another standard method of recruiting volunteers for leadership positions is to run an announcement in your newsletter, post it on your Web site, or send

30

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

a generic letter to all residents. Casting this wide a net is less effective than the personal invitation, but it has its advantages, too.

First, it's fair. People can't say they didn't have an opportunity to run for election.

Nor can association leaders be accused of cronyism if their colleagues, neighbors, or friends happen to get elected. Second, wide nets sometimes snag the unexpected – including tenants, who are frequently overlooked as community resources, but who, as potential owners, may have an interest in getting involved.

Motivating Them It's not unusual for people to come out of the gate like gangbusters only to fade after a few laps. They get distracted by the demands of their job or family, or discouraged by the complexity and tenacity

Proud recipient of the SDCAA 2009 & 2010 Mark of Excellence Award

of association issues. Or they simply may not understand what's expected of them.

Sometimes, your volunteers will need a nudge to get things done. Remember,

License No. PPO 15264

carrots always work better than sticks.

Encourage competition. If you think you can constructively and positively establish a competition between teams, committees, or individuals, give it a shot.

Need more proxies in order to have a quorum at the annual meeting? Challenge your board members to a competition: Who can gather the most signatures? Or, can the new association president break his predecessor's record for getting the monthly "President's Message" written on time for your newsletter?

Stay in touch. Sometimes volunteers drag their feet simply because they can.

Check in from time to time to see how things are going. Knowing someone is paying attention may keep people focused on the task at hand. It also sends a message that the work is important and the association is waiting on it. Keeping tabs is as simple as asking, "How's the survey coming? Need any help getting it copied or mailed?" It goes without saying that you Continued on page 32

COMMON ASSESSMENT MAGAZINE • WINTER 2011

31

EVERY KINDA PEOPLE Continued from page 31

should offer help or advice if a volunteer is languishing.

Facilitate. Volunteers will do a better job – and do it more quickly – if the association makes the necessary resources available to do it right. If the newsletter editor has to go to a copy shop to produce the newsletter, reimburse her for travel and any direct expenses. Or maybe she can use the computer or copy machine in the management office. Spring for that book on pet policies for the rules committee, or that class on public speaking for the finance committee chair who has problems conducting meetings.

Be grateful. If gratitude is the carrot, criticism is the stick. Don't use it. In fact, go in the opposite direction, and never miss a chance to say thank you. Make sure volunteers know how much their efforts are appreciated, and also let them know that a little extra help goes a long way. Remember, they don't have to be doing what they're doing.

Go public. The only thing better than a thank-you is a high-profile thank-you.

Take every opportunity to recognize the efforts of volunteers publicly. For example, run a volunteer-of-the-month feature in your newsletter or on your Web site that highlights the efforts of a different person each time. Or host a volunteer-appreciation event to celebrate accomplishments publicly. The Reston Association, in northern Virginia, for example, hosts a "Best of Reston" gala each year in which the contributions of community volunteers are celebrated. Along those lines, consider naming a Volunteer of the Year, which might have the added benefit of fostering a sense of competition. Present the award at your annual meeting, where you should thank all your volunteers and give each one a certificate of appreciation. This is a lasting memento that also conveys to your other residents the importance of volunteerism.

Indeed, the importance of volunteerism 32

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

can't be overstated. If you do nothing else for your community, convey to everyone the fact that your association would have a hard time existing without volunteers. What a difference you'll see when your residents realize their community is only whatever they make of it.

"Why see the generalist when you can see the SPECIALIST ?"

BEST SERVICE BEST PRICE Voted Best In our Class!

• DECK COATINGS (MAINTENANCE AND REPAIR) • DECK RECONSTRUCTION (DRY ROT, STUCCO) • BELOW GRADE OR PLANTER WATERPROOFING

Debra H. Lewin is senior director of CAI’s Community Associations Press. © Community Associations Institute. Reproduction in whole or part is prohibited without written consent.

OVER 5 million square feet of Deck Coatings and Waterproofing-Installed, Repaired and Rehabilitated

The preceding article is reprinted with permission from Common Ground™ magazine, published by Community Associations Institute. It originally was published in the July/August 2002 issue. Further reproduction and distribution is prohibited. Go to www.caionline.org for more information.

Call: 888-388-WICR (9427) www.wicr.net

Serving Community Associations Since 1983 Landscape Maintenance & Installation Irrigation Services & Water Management Experienced, Certified, Knowledgable Staff CLCA Certified Water Managers Certified Landscape Technicians (CLT) ISA Certified Arborists

phone

800-439-9962 • fax 619-390-0865

www.pacificGreenLandscape.com CA State Contractors License #462677

COMMON ASSESSMENT MAGAZINE • WINTER 2011

33

driven by results & passionate about proaCtive improvements

2009 National Research Zogby International conducted a nationally representative survey of community association residents in December 2009. The survey affirmed what Zogby learned from similar national surveys in 2005 and 2007: • Residents are satisfied with their

• landscape maintenance • Water Conservation & management • design & installation • Complete irrigation services • tree & shrub Care • integrated pest management • fertilizer & soil analysis

community associations.

• Association board members strive to serve the best interests of the community.

CommerCial landsCape maintenanCe speCialists serving san diego for over 30 years

• Community managers provide value and support to associations.

• Association rules protect and enhance property values.

• Homeowners value the return they get for their association assessments.

licensed/Certified for smart Controller installation & maintenance

619.579.9151 • fax 619.461.0814 www.labahns.com 5000 Thorne Dr., Ste. F • La Mesa, CA 91942

• Residents do not want additional government intervention in their communities.

Facts and Figures Almost 2 million Americans serve

Associated Professional Services The Management Alternative

Providing cost-effective, efficient Accounting Services for: • Self-Managed Homeowners associations • Associations Employing an On-Site Manager • Portfolio Managers

Call Neal Chazin

(619) 299-6899

on community association boards, with hundreds of thousands more participating as committee members. Assuming the average board or committee member spends just one hour a week on association business—and for most it's much more than that—these volunteer leaders dedicate more than 100 million hours of service to their communities every year.

The estimated real estate value of all homes in community associations approaches $4 trillion, approximately 20 percent of the value of all U.S. residential real estate.

The total annual operating revenue for all community associations in the U.S. is more than $41 billion. Most of this is spent in associations' local economies for goods and services. Community association boards also maintain investment accounts of more than $35 billion for the long-term maintenance and replacement of commonly held property.

34

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

New & Renewing Members Welcome new chapter members!! Thank you to our chapter members that have renewed their CAI membership.

We appreciate your continued support and participation in our chapter.

NEW MEMBERS

Charles Mullins ....................................................2006

Melinda Young, CCAM, PCAM .........................2005

Apex Companies, LLC ....................................... 7/11

CID Insurance Programs, Inc. ............................1996

Mt. Helix Pest & Termite Control ......................2000

Atlantic and Pacific Management . ................... 9/11

Cindy Collins, CMCA, AMS, PCAM . ................2005

National Cooperative Bank .......................................

Avellino at La Costa Greens .............................. 8/11

Clark Pest Control . .............................................2009

Nautilus General Contractors, Inc. ...................2006

Avellino at La Costa Greens .............................. 8/11

Collwood Park Association ................................1991

NCS Plus, Inc. ......................................................2011

Christian Brothers Cleaning & Restoration . .... 7/11

Commercial & Industrial Roofing Co. ..............1996

New Way Landscape & Tree Services, Inc. ......1993

Earthco Commercial Landscape ....................... 8/11

Corinne Marrinan ................................................2011

Nick Arther, CMCA, PCAM . ..............................1993

Elayne DeLatte .................................................... 8/11

Cortina Owners Association ..............................2008

Oaks North HOA #2 ...........................................2010

Fish Window Cleaning ....................................... 6/11

Dan Bradshaw .....................................................2010

Oceanside Manor HOA .....................................1988

Gerard Roofing Technologies ........................... 8/11

Daniel Jager ........................................................2010

Pacific Western Bank ..........................................2004

Green Horizons Landscape and

Denaire Walker . ..................................................2010

Pat Baker . ............................................................1998

Maintenance, Inc. . ...................................... 8/11

Dennis Brokaw, AMS ..........................................1994

Peri Urvek . ...........................................................2009

Heaviland Enterprises, Inc. ................................ 7/11

Dillingham and Associates ................................2009

Pinnacle Landscape Company ..........................2011

Jim Greer ............................................................ 8/11

Donny Disbro ......................................................2009

Professional HOA Consultants, Inc. . ................1988

Kari Girdick .......................................................... 8/11

Downstream Services, Inc. .................................2010

Property Management Consultants, Inc. .........1989

Kathleen Wright .................................................. 7/11

East Lake I Community Association .................1990

Rancho Del Oro Towing . ...................................2011

Lesley Finch ......................................................... 8/11

EasyTurf, Inc. . ......................................................2008

Reserve Data Analysis ........................................2005

Margie Layes ....................................................... 7/11

Equity Management ...........................................2010

Richard Shannon .................................................2007

Michele Bender . ................................................. 8/11

Escondido Village HOA .....................................2006

Robert Griswold, PCAM . ...................................2006

Professional Maintenance Systems .................. 9/11

Gail Thompson ...................................................2010

Saddleback Fence and Vinyl Products .............2008

Remington Hills . ................................................. 7/11

Garden Villas Association ..................................2002

SAX Insurance Agency .......................................2011

Shinnick & Ryan, LLP .......................................... 9/11

General Coatings Corporation .........................2009

Shannon McMurray, CMCA, AMS ....................2008

SR Cornerstone Construction, Inc. ................... 8/11

Gloria Olsen ........................................................1998

Sierra Highlands Community Association .......2010

Sully-Jones Roofing ............................................ 9/11

Golfview Homeowners Association ..................2001

Soumia Khaldoun, CMCA . ................................2010

Wintergardens Terrace HOA.............................. 9/11

Golfview Homeowners Association ..................2007

Steven Smith Landscape, Inc. ...........................1996

Ian H. Graham Insurance ...................................2009

Susan Jahn . .........................................................2009

Jean-Marie Salvia, CCAM, CMCA, AMS .........2005

Susan Marchetti ..................................................2009

Jeannette Rhodes . .............................................2006

Tawny Tillinghast, CMCA, AMS ........................2009

Jeffrey Baker ........................................................2009

The Brickman Group ..........................................2010

Joseph Farinelli, CPM, CCAM, PCAM .............1976

The Helm Management Co. .............................2010

JVB Construction Management, Inc. ...............2008

The Villas of Calavera Hills . ...............................2007

Affinity Homeowners Association .....................2009

JW Cleaning & Restoration ...............................2010

Urban Property Services ....................................2006

Aqua Pool Service ..............................................2011

Kittie Smith, CCAM, CMCA ..............................2005

US Bank . ..............................................................1990

Arborwell .............................................................2008

Kristen Barnett ....................................................2010

Villa Trieste At Del Oro Hills

Artistic Maintenance, Inc. ..................................2005

LaBarre/Oksnee Insurance Agency ..................2001

Master Association . ......................................1993

Barney & Barney, LLC .........................................2009

Landsystems........................................................ 2002

Vista Paint ............................................................1991

Barry Burzo, CCAM, PCAM ...............................2005

Larry Demry, CCAM, CMCA, AMS ...................2005

Walters Management, AAMC, ACMF, AMO . .2008

Beck & Company, CPA . .....................................2003

Lauren DeGuzman ..............................................2008

Warner Springs Estates HOA............................ 2001

Becky Groenewold, CCAM, CMCA, AMS, PCAM...1987

Lee Leibenson, CMCA, PCAM . ........................2005

Watermark Owner's Association . .....................2009

Behr Paint/The Home Depot ............................2010

Linda Strom, PCAM ............................................2005

West Coast Management Firm .........................2009

Bemus Landscape, Inc. ......................................2004

Little & Sons Property Management ................2007

Bill Greenlee, CMCA ..........................................2009

Liza DeJesus, CMCA ..........................................2007

Building Resource Management ......................2009

Loren Fisk, CCAM, CMCA .................................2009

California West Patrol . .......................................2010

Maria Armas ........................................................2008

Cami Surette, CMCA, AMS ...............................2007

Master Plumbing Corp. . ....................................2006

Carol Johnson .....................................................2008

Masters Hill Owners Association ......................2002

Charles J. Rajca CPA ..........................................2009

McCarthy Property Management .....................2010

RENEWING MEMBERS

July/August/September 2011

COMMON ASSESSMENT MAGAZINE • WINTER 2011

35

Service Directory Display advertisers receive a complimentary listing in the Service Directory.

ACCOUNTANTS Sonnenberg & Company Leonard Sonnenberg................ 858-457-5252

fax 858-457-2211

lens@sonnenbergcpas.com

www.sonnenbergcpas.com

ARBITRATION & MEDIATION Mediation Solutions Mary Delmege........................... 760-504-7977

fax 760-745-6131

mfdelmege@cox.net

www.marydelmege.com

ATTORNEYS Anderson & Kriger Janet Wilcox.............................. 619-589-8800

fax 619-464-2600

jwilcox@a-khoa.com

www.a-khoa.com Epsten Grinnell & Howell, APC Jon Epsten, Esq........................ 858-527-0111

fax 858-527-1531

jepsten@epsten.com

www.epsten.com Fenton Grant Mayfield Kaneda & Litt, LLP Katy Krupp................................. 949-554-0700

fax 949-554-0707

kkrupp@fentongrant.com

www.fentongrant.com Greco Traficante Schulz & Brick, APC Peter Schulz............................... 619-234-3660

fax 619-234-0626

pjs@gtlaw.cc

www.gtlaw.cc Peters & Freedman, LLP David M. Peters......................... 760-436-3441

fax 760-436-3442

www.hoalaw.com Law Offices of Richard Salpietra Rick Salpietra............................. 858-756-2233

fax 858-759-9938

rsalpietra@salpietra.com

www.salpietra.com

36

ATTORNEYS CONT'D

DECKING & DECK COATING

Ward & Hagen, LLP Kirk Yake..................................... 858-847-0505

fax 858-847-0105

kyake@wardhagen.com

www.wardhagen.com

ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

BUILDING MAINTENANCE PROGRAMS ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

COMMUNITY ASSOCIATION MANAGEMENT Associated Professional Services Neal Chazin......................619-299-6899 x101

fax 619-299-8242

nchazin@apsmanagement.com

www.apsmanagement.com Curtis Management Company Patrick S. Campbell, CCAM....... 877-587-9844

fax 858-587-9972

pcampbell@curtismanagement.com

www.curtismanagement.com S.H.E. Manages Properties, Inc. Karen Martinez, CCAM ..........................................619-291-6300 x 320

fax 619-291-8300

karen@shemanages.com

www.shemanages.com Walters Management Joe Farinelli............................... 858-495-0900

fax 858-495-0909

jfarinelli@waltersmanagement.com

www.waltersmanagement.com

CONSULTING Curtis Management Company Patrick S. Campbell, CCAM....... 877-587-9844

fax 858-587-9972

pcampbell@curtismanagement.com

www.curtismanagement.com

CONSTRUCTION MANAGEMENT Sullivan Construction Management Pat Sullivan................................. 619-722-7580

fax 866-306-6804

pat@sullivancm.com

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

WICR, Inc. Kelly Durham............................. 760-327-8641

fax 760-327-8642

kelly@wicr.net

www.WICR.net

FACILITIES ENGINEERING ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

FENCING/GATES ProTec Building Services, Inc. Julie Villelli................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

FINANCIAL SERVICES First Bank Jan Hickenbottom.................... 800-848-6771

fax 949-477-0255

Jan.hickenbottom@fbol.com

www.FirstBankHOA.com Mutual of Omaha Bank / CondoCerts Cyndi Koester............................ 949-235-8498

fax 888-493-1973

ckoester@cabanc.com

www.cabanc.com Pacific Western Bank Ken Carteron............................. 760-432-1335

fax 760-432-1339

kcarteron@pwbonline.com

www.pwbonline.com Popular Association Banking Larry Hooper.............................. 714-864-5171

fax 714-864-5190

lhooper@bpop.com

www.bpop.com

GENERAL CONTRACTORS Del Mar Pacific .................................................... 858-792-1500

fax 858-792-0076

www.delmarpacific.com

GENERAL CONTRACTORS

PAINTING CONTRACTORS

TOWING

ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

Pro-Tech Painting Chris Cena................................. 858-527-0200

fax 858-527-0220

chris@pro-techpainting.com

www.pro-techpainting.com

Western Towing Kathy Tighe................................ 619-297-8697

fax 619-296-2822

denisetb@westerntowing.com

www.westerntowing.com

GRAFFITI REMOVAL

PEST CONTROL

WATER SUBMETERING

ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

Payne Pest Management Jason Payne............................... 858-277-2228

fax 858-277-2212

jpayne@paynepestmgmt.com

www.paynepestmgmt.com

California Sub-Meters Robert Anaya............................. 858-571-8999

fax 858-571-4470

robert@calsubmeter.com

www.calsubmeter.com

JANITORIAL

PLAYGROUND AUDITS & INSPECTIONS

ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

LANDSCAPE MAINTENANCE AND/ OR CONSTRUCTION

RAINGUTTER/DOWNSPOUT CLEANING

LaBahn’s Landscaping Michael Salsberry...................... 619-579-9151

fax 619-461-0814

msalsberry@labahns.com

www.labahns.com

ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

Pacific Green Landscape, Inc. Stephanie Lundstrom............... 619-390-9962

fax 619-390-0865

stephanie@pacificgreenlandscape.com

www.pacificgreenlandscape.com Steven Smith Landscape Gigi Golden-Smith.................... 760-745-9916

fax 760-745-1982

ggolden@stevensmithlandscape.com

www.stevensmithlandscape.com TVRI Mimi Cortes............................... 760-696-0687

mimi@tvri.com

www.tvri.com

LIGHTING ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

MAINTENANCE & REPAIR ProTec Building Services, Inc. Julie Villeli.................................. 858-569-1080

fax 858-569-1088

jvillelli@protecbsi.com

www.goprotec.com

RESERVE STUDIES Association Reserves San Diego LLC Matthew Swain, RS................... 619-567-5239

fax 619-568-3564

mswain@reservestudy.com

www.reservestudy.com Sonnenberg & Company Leonard Sonnenberg................ 858-457-5252

fax 858-457-2211

lens@sonnenbergcpas.com

www.sonnenbergcpas.com

ROOFING Premier Roofing Bill Capito.................................. 619-667-4565

fax 619-667-1281

billc@premierroofingca.com

www.premierroofingca.com

SECURITY SERVICES Bald Eagle Security Dmitriy Todorov......................... 619-230-0022

fax 619-230-6610

dmitriyt@baldeaglesecurity.com

www.baldeaglesecurity.com

COMMON ASSESSMENT MAGAZINE • WINTER 2011

37

SAN DIEGO 2011 CAI-CLAC HONOR ROLL AT I An EDUC

By Sam Dolnick, CAI-CLAC Delegate-at-Large

The CAI-CLAC Honor Roll is being presented for the third year.

All individuals involved in common interest communities, whether they are associations, homeowners, professionals, managers or business partners, who have contributed funds to CAI-CLAC in 2011 to assure that our voice is heard in the halls of the California legislature are to be congratulated. CAI-CLAC monitors legislation regarding common interest developments (condominiums, planned developments, stock cooperatives and community apartment projects) that the legislators are asked to deliberate and vote upon each year. The San Diego Chapter reached its 2010 goal of $28,528.

A heart felt thanks to all contributors.

Sam Dolnick Andalucia Town Homes HOA Lisa Isaacson, AMS CCAM Anderson & Kriger, LLP Ken Dillingham Association Reserves Matthew Swain, RS Berg Insurance Agency, Inc. Kimberly Lilley, CMCA, CIRMS Brotherton Square HOA Associated Professional Services CAI San Diego Chapter Barbara Ozenbaugh, CMP

ABSOLUTELY NO FUNDS are given to any political party or to any candidate.

All funds are used solely for issue oriented legislation affecting CIDs. However, our legislative advocate must be paid and items like stamps, stationery, phone calls, rent, maintenance of web site and other similar expenses must be paid.

Our thanks to the following contributors from January 1 to October 31, 2011.

La Jolla Soledad West HOA Lisa Isaacson, CCAM, PCAM Landsystems Master Plumbing & Leak Detection Masters Hill OA Elite Community Management Mt. Helix Pest Control Robert Bacon Mutual of Omaha Bank Ocean Terrace HOA Frank Lombardi Pacific Green Landscape, Inc. Pacific Western Bank Ken Carteron

Carmel Trails HOA Walters Management

Payne Pest Management Willie Payne

Clean Earth Restoration

Personal Touch Cleaning & Maintenance

Emercon Construction Epsten Grinnell & Howell, APC

Peters & Freedman LLP David Peters, Esq. Playmor Bernardo HOA Ed Roth, CMCA, PCAM,

Reconstruction Experts Riviera Del Mar Arch. Comm. Corp Helen Kaufmann

EsOUrC IOnAL r

cai san diego

E

MEM BER SHI RES OUR CE DIR ECT ORY

P

JANITORIAL Maria Elena Balderas Suite Cleaning 4114 E. Plaza

Roy Palacios Insurance Agency, Inc. Roy Palacios

P: 619-434-9961

RSI Roofing David Susi

National City, CA 91950 maria@suite-cleaning.com

S.B.S Lien Services Mitch Willet

LANDSCAPE MAINTENANCE and/or

ServPro of La Jolla

Patricia Mendoza

Seven Oaks Management Corp. No. 4 Gerie Vellios

Landscapes USA, Inc.

Sky Security Services

San Diego, CA 92121

Stoneridge Chateaus Elite Community Management

P: 858-386-9820

Union Bank Pam Hazard

pmendoza@landscapesusa.com

Vermont Villas Condo HOA Dawn Walters

CONSTRUCTION

9164 Rehco Road

F: 858-625-0656

PLUMBING

Villa Marbelle HOA Robert Donaldson

Julie Doughty

Village Park Townhome Corp. #3 Liz Beiner

P: 619-337-9744

Popular Association Banking

Fenton Grant Mayfield Kaneda & Litt

PrimeCo Painting

Wasserman • Kornheiser LLP Deborah Kornheiser

Il Palio HOA Lisa Isaacson, CCAM, PCAM

Pro-Tech Painting Roman Bernal

Woodbridge Estates HOA Lisa Isaacson, CCAM, PCAM

Joel Kriger, APC Joel Kriger, Esq.

ProTec Buliding Services David Rauch

Woodcrest Heights HOA Elite Community Management

Premier Roofing CA William Capito

2011-2012 Membership Resource Directory Corrections

Rock Springs East C.C.A. Elite Community Management

Fairfield HOA

Fairway Pointe OA Elite Community Management

38

OfEss s AnD pr

2011 Goal = $28,115 $21,032 collected to date.

Only $7083 left to reach goal.

Calle Ryan HOA Paul Zenner

Coronado Shores Condo Assn #6 Jim Liese CMCA AMS CCAM

sInEs OnAL, bU

WINTER 2011 • COMMON ASSESSMENT MAGAZINE

TCP Plumbing F: 619-303-9207 jdoughty@calcsusa.com

Thank You to Our August Trade Show Exhibitors Accurate Termite Pest Control Adams Kessler, PLC Advanced Painting and Wood Repair Animal Pest Management Arborwell AV Builder Corp.

Bald Eagle Security Services Ben’s Asphalt, Inc. Bob Piva Roofing Christian Brothers Cleaning & Restoration Del Mar Pacific Emercon Construction Fenceworks, Inc. First Bank Association Services First California Bank GB’s Fence Co. Interiors: By Design JW Cleaning & Restoration LaBahn’s Landscaping Landsystems Mt. Helix Pest & Termite Control Nautilus General Contractors New Way Landscape & Tree Services O’Connell Landscape Maintenance Pacific Green Landscape Pacific Western Bank Payne Pest Management Personal Touch Cleaning & Maintenance, Inc. Peters & Freedman LLP Popular Association Banking Precision Fertigation Premier Roofing PrimeCo Painting & Construction Pro-Tech Painting Reconstruction Experts Restoration Management Company RSI Roofing Services, Inc. SBS Lien Services Servpro of La Jolla Silldorf & Levine, LLP Sullivan Construction Management Summit Security Tierra Verde Resources, Inc. US Bank Western Towing

COMMON ASSESSMENT MAGAZINE • WINTER 2011

39

Scan this code with your smartphone to visit the chapter website.

1081 Camino del Rio South Suite 109 San Diego, CA 92108

CAI-SAN DIEGO Marketing Plan MeMbers

2011 Marketing Plan MeMbers Bronze

PLATINUM

Peters attOrneYs at LaW

&

Freedman

, L.L.P.

GOLD Anderson & Kriger Animal Pest Management Landsystems, Inc. Mutual of Omaha Bank/CondoCerts Park West Landscape Maintenance Inc. Premier Roofing CA, Inc. RSI Roofing Services, Inc. Western Towing

Anderson & Kriger Artistic MAintenAnce AssociAtion reserves sAn diego, LLc Av BuiLder Berg insurAnce Agency cLeAn eArth restorAtions BRONZE eMercon construction FeinBerg grAnt MAyFieLd KAnedA & Litt LLPControl Accurate Termite & ,Pest interiors: By design Arborwell LABAhn’s LAndscAPing Artistic Maintenance LAndsysteMs, inc. Association Reserves San Diego, LLC LAw oFFices oF richArd sALPietrA AV Builder Corp.

MAster PLuMBing & LeAK detection Bald Eagle Security Services Mt. heLix Pest And terMite controL Berg Insurance Agency new wAy LAndscAPe & tree service Clean Earth Restorations o’conneLL LAndscAPe Emercon Construction PAciFic green LAndscAPe Fenceworks, Inc. PAtio guys Fenton Grant Mayfield Kanada & Litt, LLP reconstruction exPerts First Bank Association Services rodent Pest technoLogiesFirst California Bank sBs Lien services LaBahn’s Landscaping serviceMAster By rAPid LawresPonse Offices of Richard Salpietra sKy security services Master Plumbing & Leak Detection us BAnK Mt. Helix Pest & Termite Control westturF LAndscAPe MAnAgeMent New Way Landscape & Tree Service

O’Connell Landscape Maintenance Payne Pest Management Personal Touch Cleaning & Maintenance, Inc. Popular Association Banking ProTec Building Services Pro-Tech Painting Reconstruction Experts SBS Lien Services ServPro of La Jolla Sullivan Construction Management Summit Security Union Bank US Bank