Vision Magazine Winter 2020 by CACM-California Association of Community Managers

Vision WI N T E R 2 0 2 0

THE VOICE OF THE CALIFORNIA COMMUNITY MANAGEMENT INDUSTRY

We Survived!

2021 LAW SEMINARS GO VIRTUAL

INDUSTRY BUCKS JOB LOSS TREND

HIGHLIGHTS AND LOWLIGHTS: A LOOK BACK AT 2020

Vision

THE VOICE OF THE CALIFORNIA COMMUNITY MANAGEMENT INDUSTRY

Winter 2020 • Vol. 29, no. 4

President & CEO | Thomas Freeley

tfreeley@cacm.org | 949.916.2226, ext. 315

Dean Jackson, CCAM-HR Collins Management, ACMC

Andrew Hay, CCAM-ND.PM The Helsing Group, Inc., ACMC

Frank Jauregui, CCAM The Management Trust - Southern California, ACMC

Scott Swinton Unlimited Property Services, Inc. Sarah Touchi Genevation, Inc. Hamlet Vazquez, MCAM-HR Action Property Management, Inc., ACMC

Tabor Lewis EmpireWorks Reconstruction Marne Logan, CCAM The Management Trust - California Desert, ACMC Kathleen Waite, CCAM American Management Services, Inc.

Vision magazine is released digitally by CACM four times annually to members, industry partners and supporters of the California Association of Community Managers. Magazine content copyrighted 2020. All rights reserved. No part of this publication may be reproduced without written permission from CACM. Opinions expressed by authors do not necessarily reflect the policies of CACM. Mention of any product or service does not constitute an endorsement by CACM. CACM assumes no responsibility for return of photos or art and reserved the right to reject any editorial or advertising materials. CACM does not assume responsibility for the accuracy of articles, events or announcements listed. Please address comments and suggestions to:

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in this issue features

on the cover 2020 is almost over! In this Winter 2020 edition, we look back at the challenges, surprises and changes this year brought us.

20 24 29

news bits 6

You Said It! Join Us on Social Media

Congratulations Managers

New Individual Manager and Management Company Members

California Legislative Update

Thank You Sponsors

New Industry Partners

Thank You To Our CACM Donors

36 38

departments 5

Presidentâ&#x20AC;&#x2122;s Message

From the Roundtable

In the Boardroom

Course Calendar

34 35

Members in the News

41 44 47

COMMUNITY MANAGEMENT INDUSTRY BUCKS JOBLESS RATES By Lynette Bertrand, Communications Manager, CACM HOAS GROW ACROSS CALIFORNIA IN 2020 By Lynette Bertrand, Communications Manager, CACM MEET OUR NEW EDUCATION AND CREDENTIALING ADVISOR

6 TIPS TO KEEP ANXIETY AND DEPRESSION AT BAY By Kathleen Waite, CCAM THE REBOOT: HOW COVID MADE ME REINVENT MYSELF By Dean Jackson, CCAM-HR BECOME THE CEO OF YOUR LIFE By Frank Jauregui, CCAM THE CHALLENGES WE OVERCAME IN 2020 By Andrew Hay, CAMEx, CCAM-ND.PM PANDEMIC LOVE: OUR GROWING LOVE AFFAIR WITH SOCIAL MEDIA By Tabor Lewis FOUR COMPELLING REASONS TO BE AN ASSOCIATION MANAGER By Hamlet Vazquez, MCAM-HR

THE NEW RULES OF ENGAGEMENT By Marne Logan, CCAM-LS ENFORCING ARCHITECTURAL GUIDELINES IN THE COVID ERA By Mark Guithues, Esq.

GOLF DAYS NORTHERN AND SOUTHERN CALIFORNIA

HIGH RISE AND LARGE SCALE SUMMITS WENT VIRTUAL

50 cacm.org | Vision Winter 2020

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president’s message T

he best way I can describe the coming end of this chaotic year is cautious optimism. Explained this way: Cautious optimism is a feeling of general confidence regarding a situation and/or its outcome coupled with a readiness for

possible difficulties or failure. We couldn’t plan for 2020, but what I have learned from this year is to be better prepared for possible difficulties, even the difficulties we can’t really foresee. So let’s put on a smile, put 2020 behind us--almost--and look toward 2021. While CACM has responded to the challenges of 2020 quickly, we expect virtual events will be around through the first quarter of 2021. The Northern California and Southern California Law Seminars will be held virtually in CMworld. We’re going to have an amazing couple of days and you will earn your CEUs! In terms of holding in-person Law Seminars, some of the challenges we have is that neither the Santa Clara Convention Center nor Disney Convention Center is open to have discussions on these events. That said, the optimism part is that we are planning on in-person spring forums. The caution part is that while we are planning on in-person events, we are also planning to pivot if necessary should the pandemic still be impacting our lives. This thought process is especially true for the Executive Leadership Summit in mid-May. This event is being planned to be held in-person at the Loews Resort on Coronado Island in San Diego. We are planning on events and education for executive leaders and managers on the path to executive leadership. This resort is on the water, every room has water views, and if necessary, we can hold meetings outdoors! Legislatively, we are actively working on cleaning up AB 3182 and we are in discussions with other legislators on bills that could have a positive impact on managers and management companies, which is our primary focus. What a concept! Legislators actually supporting us! It’s a marathon, not a sprint, but we’re running it and working together with our industry colleagues. Watch for more details. Look, I know you’re struggling at times. Nine months ago we were asking “what’s Zoom?” Many of you now prefer board meetings be held in Zoom! Hang in there folks. Juggling home schooling and work, strange climate changes, civil unrest and election tensions is not easy but this year is almost behind us. It’s almost 2021! Please join me in having some optimism, even if it is cautious. Until we get to see each other in person again, I hope you and your family, both personal and professional, stay safe, healthy and have a very happy holiday season! See you in the New Year!

Thomas Freeley, CAMEx, CCAM, President & CEO cacm.org | Vision Winter 2020

members in the news CINC Systems Launches New App That Streamlines Tasks CINC Systems has launched a multi-device app. CINC Manager - available on all iOS and Android devices - allows property managers to complete nearly all tasks while they are out in the field. This includes administering violations and inspections, creating, editing, and modifying work orders, viewing architectural requests, and communicating in real-time with homeowners. CINC Systems previously provided its customers with the ability to view, update, and create new violation inspections and work orders, but the new manager app adds the ability to create and manage all work orders and violations in real time while on-site; real-time communication for board, vendor, and homeowner correspondence; the ability to access closed violations and work orders and review the status of any ACC requests during inspections; search functionality to review properties, violations,

Powerstone Property Management, ACMC Named Best Place to Work …Again Powerstone Property Management, ACMC was named one of the Best Places to Work by the Orange County Business Journal for the fourth year in a row. The company was recognized in the medium company size. The OCBJ ranks the top 100 companies in the small, medium and large categories based on two surveys measuring company policies, practices, benefits and demographics and an employee engagement and satisfaction survey.

work orders, and ACC requests; and a redesigned work order experience that includes pre-approved vendors. “We invested in developing CINC Manager because of the pain points we heard from our clients,” said CINC Systems Chief Executive Officer Ryan Davis. “With CINC Manager, our clients can now complete everything while working in the field and do what they do best provide outstanding, timely service to their HOA boards and homeowners.” Download CINC Manager for Apple here and for Android here.

Solar System Completed at Shelter Creek COA A 2.5 megawatt rooftop solar installation

we began to review options to

was finally completed at Shelter Creek

make our community more

Condominiums in San Bruno, California.

sustainable, it seemed natural

The project, which began in 2017, will offset

to have solar panels installed

the facility’s energy usage by 70 percent

on our roof space that spans

and is expected to generate 3,632,773

440,000 square feet across eight

kilowatt-hours annually. By generating

buildings,” said Ronnie Rosen,

their own power onsite, the solution will

CCAM-HR.LS, General Manager, Shelter

management has been on a mission to

provide resiliency to residents, provides

Creek Condominium Owners’ Association.

transform the 45-year-old facility into one of

more stability for energy costs, and has

Shelter Creek Condominiums is one of the

the most sustainable communities on the

created a new revenue stream by selling

largest multi-family developments in San

west coast. In addition to solar panels, they

power back to the grid. The system was

Mateo County. The 1,296 condominium-style

have installed 5,600 LED lights to common

provided by Centrica Business Solutions, a

homes sit on 46 acres and are built around

areas, added bee hives, and have electric

global energy and services company. “As

open reserve areas. Over the past decade,

vehicle charging stations.

Vision Winter 2020 | cacm.org

members in the news B2R Consulting Group Continues to Grow B2R Consulting Group announced the addition of Baucom Consulting Inc. (BCI) to its group of companies. BCI adds over two decades of due diligence/property condition assessment experience to B2R’s extensive history of forensic construction consulting. BCI’s team of engineers and architects compliments B2R’s stable of industry leading forensic experts. BCI professionals have performed property condition plan and cost reviews; construction draw reviews; and project management services for property owners, lenders, and investors throughout the U.S. Complete, accurate and thorough due diligence is essential to making sound real estate lending and investment decisions. B2R’s team of licensed architects, engineers, and contractors bring decades of experience providing building inspections, due diligence inspections, property condition assessments and reports, damage assessments, SB800 inspections, construction defect investigations, code analysis, and building expert consultation and testimony. The company has offices in Orange, San Diego, and Sacramento and provides construction consulting services throughout California, Nevada, Arizona, and Florida, as well as SB 326 and SB 721 inspection services throughout California.

Antis Roofing Recognized for Giving Back and for Hispanic Leadership Antis Roofing has won two out of the five

Spivak, OneOC’s Events Manager. Antis also

awards at OneOC’s 2020 Community Cup.

was recently recognized by the Orange

Thirty seven teams from 30 Orange County

County Hispanic Chamber of Commerce

companies and nonprofits participated

at its annual Hispanic Leadership Awards

in the second annual Community Cup

event, where it was a recipient of an award.

Charity Challenge. The teams consisted of

This is notable for a Caucasian-owned

227 employee volunteers who contributed

company to be given an award typically

nearly 2,500 volunteer hours to their

reserved for Hispanic-owned businesses;

respective cause, in addition to cash and

however, nearly 90% of Antis’ employees

in-kind donations. Antis Roofing built

are of Hispanic descent. The awards put

two teams, each taking home an award:

particular emphasis on companies who

Best Overall Impact Project with CA Love

have philanthropy and community outreach

Drop, which supports and fuels healthcare

baked into their culture. Executive Officer

workers and first responders by providing

Charles Antis accepted this year’s award

meals, beverages, treats, and supplies;

during the event with an emotional tribute

and Best Hands-On Project with Second

to the Antis team members of all ethnic

Harvest Food Bank, feeding the hungry

backgrounds at the 30-year-old business.

and engaging the community in the fight

He mentioned the company’s annual

against hunger. “It’s our favorite time of

Aguinaldo, an end-of-year bonus of up to

year… our second Community Cup, where

one month’s salary, as one of the many

five winning teams are awarded $1,000 to

sharing traditions that “we learned from

gift to their nonprofit partner, along with

Latin American culture.” The annual event

the prestigious title of winner,” said Carolyn

was held virtually.

Baby Trumps All Congratulations to Jeff Gardner, CFO of Sierra Mountain Management, and his wife Jessica Sheer on the birth of their daughter Teagan Rose on October 16 at 2:43 AM. Teagan weighed in at a healthy nine pounds and seven ounces. The happy parents say the most unexpected thing about parenting is “how easy it is to put her above everything else.” Aw! cacm.org | Vision Winter 2020

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Vision Winter 2020 | cacm.org

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members in the news Harvest Landscape Adds Two to its Team

quickly grew into the role of Branch Manager overseeing the Orange County Region. In 2014 he took on the role

Cline Agency Insurance Brokers Hires Skip Rawstron

of Branch Manager for San Diego County with Bemus Landscape. Montano is an accomplished landscape professional having earned his Arborist license, his QAL license, and is a certified Harvest Landscape Enterprises the landscape management

CLCA Water Manager. Moises

Inc. has hired Felix Montano

industry. Montano’s focus will

Salinas most recently served

as Division President for

be to further develop Harvest

as Branch Manager and

San Diego and South Inland

Landscape’s San Diego

Operations Manager for Great

Empire and Moises Salinas as

and South Inland Empire

Scott Tree Care. He is an ISA

Operations Manager for the

Operations. Montano began

Certified Arborist, ISA Tree

Arbor Care Division. Montano is

his landscape career with

Risk Assessment Qualified

an industry leader with 13 years

Harvest Landscape in 2007

and is a TCIA Certified Tree

of professional experience in

as an Account Manager and

Care Safety Professional.

Cline Agency CEO and Founder Tim Cline is pleased to announce that (Skip) Robert Raymond Rawstron III has joined the agency’s insurance practice based in Los Angeles, California. Skip is well known in the industry as a Commercial Real Estate Specialist.

EmpireWorks Launches New Termite Division

This newly created position of

EmpireWorks has launched a new pest control division in

a natural fit with Cline Agency,

Southern California and hired Shawn Coleman to lead those efforts as general manager. Coleman is well known in the pest control industry, having worked for other pest control companies, most recently Accurate Termite and Pest Control. “Since our launch in 2002, EmpireWorks has focused on being the HOA contractor that’s easy to do business with,” the company said. “This mantra drives us to evolve the way we offer services to our communities.” Shawn Coleman can be reached at scoleman@empireworks.com or (619) 241-1204.

“Real Estate Practice Leader” is which specializes in insurance and risk management for common interest developments and is widely recognized for their contributions to the community association industry on a local, regional, and national scale. Skip has owned an agency and has been a producer at several prestigious and prominent national agencies. He has authored and

ProTec Building Services Adds Two

been interviewed for numerous

ProTec recently added two to

magazines. Skip brings credible

its staff: Paty Smith as Business

teaching experience on the topic of

Relations Representative and

Real Estate Insurance, through the

Mariah Wyckoff as Marketing

generous sponsorship by the Los

Coordinator. Paty is servicing

Angeles chapter of IREM at UCLA.

the Orange County area, and

He has also served as a member

Mariah is working in San Diego at

of agency councils including

the company’s corporate office.

CSE Insurance Group, California

“We are so excited to have them

Insurance Group, Fireman’s Fund,

aboard,” the company said.

and Prudential-LMI.

articles published in industry trade

cacm.org | Vision Winter 2020

members in the news Berding | Weil Welcomes New Partner Dylan Grimes has become the newest partner in Southern California at Berding | Weil. Grimes expands the firm’s construction defect litigation practice with more than 15 years of legal experience. “He is a trusted resource for those dealing with complex constructionrelated matters and regarded for always having his clients’ rights and best interests at heart. We are honored to have him join us,” the firm said.

TOPS Software Partners With HomeWiseDocs TOPS Software, LLC and HomeWiseDocs announced the integration of their technology platforms allowing for a streamlined process for the order and delivery of community association resale and lender documents. TOPS users requiring essential real estate data and documentation for association real estate transactions now have 24/7 access to the order and delivery of the documents in a user-friendly interface. TOPS President & CEO, Mike Hardy, said of the integration, “TOPS Software continues to bring the latest tools and practices to the community association industry

PCM Hires Jolene Horn

and affiliated professionals through our

Professional Community Management

handling both day to day and long-term

(PCM) recently hired Jolene Horn as the

strategic planning of association operations

new Director of Community Management.

ranging from board meetings to vendor

Since entering the community

and board member communications,

management industry in 2005, Horn has

and leading entire property management

steadily expanded her industry expertise

teams. In her new role as director of

and knowledge in roles as a community

community management at PCM, she will

manager, customer service manager,

oversee a team of community managers

director of community management, and

to ensure the branch provides both

vice president of management services for

community managers and clients with

several California management companies.

responsive service, exceptional leadership

She’s a skilled leader with experience

support and ongoing education.

managing community associations,

Homeowners Management Company, LLC (HMC) has recently added two community managers to its team: Pamela Carter, CCAM, and Penny Carter, CCAM. Despite the challenges related to the pandemic and recent wildfires, HMC also has added three new communities to its Bay Area portfolio: Pleasant Heights Homeowners Association, Reliez Valley Highlands Owners Association and The Paragon Homeowners Association. Congratulations HMC on the hires and the new clients! Vision Winter 2020 | cacm.org

“This is an exciting offering to our clientbase as it not only provides increased efficiencies, but increased profit margins.” “Our vision is to continually create system application enhancements for the benefit of our clients and their real estate industry stakeholders. Data communication between community management software applications is a top priority for our clients, to increase transaction speed, efficiency and quality control,” said Manny Chaves, President of HomeWiseDocs.com.

HMC Adds Two Staff Members, Three Communities

valued partnerships.” He went on to say,

members in the news Powerstone to Open Temecula Office Powerstone Property Management is planning to open its sixth office in California in the Inland Empire by January. Tim Peckham, CAMEx, CCAM-LS, Director of Community Management, will operate out of that office. Powerstone’s CEO, Rene Decker, CAMEx, CCAM, stated: “Powerstone has been active in the Inland Empire for some time and opening the office was needed in order to continue to provide exceptional service to our clients. It simply made good business sense.” Powerstone has significantly grown over the last few years and one key strategy has been to open service offices in areas where the company can have a local presence, be involved in the community and

be closer to their clients. Chief Client Officer Kendrah Kay, CAMEx, CCAM, said: “We’ve made a deliberate effort to constantly review and upgrade the quality of our service. Because we maintain such a high-quality level, clients continue to stay with us and that makes it easier to grow.” She adds: “Our branch office system reinforces our commitment to the communities we serve. Our being responsive, proactive and present increases our client satisfaction tremendously.” The other offices include: The Bay Area, Coachella Valley, North Orange County, San Diego, and the headquarters in Irvine. The Temecula office is located at 27450 Ynez Road, Suite 307, Temecula, CA 92591.

Riley Pasek Canty LLP welcomes New Attorney

Riley Pasek Canty LLP recently hired Joseph A. Seltzer as a Senior Associate Attorney. Seltzer brings to the firm several years of experience working with community associations, including their boards of directors and community managers. As a part of the firm’s construction defect team, Seltzer will represent community associations in construction defect matters from inception of the association’s claim through the claims development process and resolution of the claim at mediation or arbitration, as necessary.

Don’t see your news? Update us at communications@cacm.org.

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NORTHERN CALIFORNIA LAW SEMINAR FEBRUARY 4 - 5, 2021 REGISTER NOW

SOUTHERN CALIFORNIA LAW SEMINAR MARCH 11 - 12, 2021 REGISTER NOW

The world landscape is changing and the requirements of the position mean you must be at the top of your professional game. Join colleagues on a community management safari to witness new perspectives that ensure you are prepared to tackle some of our industry’s wildest, most-beastly challenges.

HOW TO DOWNLOAD CMWORLD

Once you register to attend either the Northern or Southern California Law Seminar, you will receive a link to download CMworld from CMworlddownload@eventfarm.email.

THE LAW SEMINARS WILL TAKE PLACE IN OUR NEW VIRTUAL WORLD. IN ORDER TO ATTEND: 12

DOWNLOAD and install the software on your laptop or desktop computer. a. Follow the steps to register and set up a password for CMworld b. The software doesn’t work on mobile phones or tablets

Vision Winter 2020 | cacm.org

Ensure your mic and sound SETTINGS allow use within the app. It is not required but highly recommended that you have a headset with microphone for the highest quality in world experience.

Log onto the world Monday through Friday 8:30 am to 5 pm to take a tour with a CACM staff member of the space and LEARN how to make the most of the upcoming event.

WEDNESDAY, FEBRUARY 3 12:30 PM – 4:30 PM

Pre-Seminar Ethics Courses CMM130 Foundational Ethics Course LDR500 Advanced Ethics: Leadership & Decision Making (Prerequisite applies) LDR550 Ethics Mastery Course (Prerequisite applies)

THURSDAY, FEBRUARY 4 9:30 AM – 10:00 AM

CEO Welcome & CACM Annual Meeting CMworld™ Auditorium

10:00 AM – 10:15 AM

Break

10:15 AM – 11:15 AM 11:30 AM – 12:45 PM

12:45 PM – 1:30 PM 1:30 PM – 3:30 PM 3:45 PM – 5:00 PM

Wild Encounters Game CMworld™ Expo Hall CONCURRENT SESSIONS Implementing an Effective Code of Conduct Dealing with Cashflow Challenges Examining the Many Aspects of Virtual Meetings ADA Issues Beyond Service Animals Lunch Break CMworld™ Expo Hall Open CONCURRENT SESSIONS Protecting the HOA From Liability Dealing with Critters Emergency Preparedness Lessons Learned During the Pandemic

FRIDAY, FEBRUARY 5 9:30 AM – 10:00 AM

CCAM Oath Ceremony, MCAM & CAFM Recognition CMworld™ Auditorium

10:15 AM – 11:30 AM

CONCURRENT SESSIONS The New Work Environment Everything You Need To Know About the New Election Laws Navigating Capital Improvements Getting It Right The First Time-Transition from Developer to Manager

11:30 AM – 12:30 PM

Lunch Break

12:30 PM – 2:00 PM

CMworld™ Expo Hall Open

2:15 PM – 3:30 PM

New California Case Law CMworld™ Auditorium

cacm.org | Vision Winter 2020

WEDNESDAY, MARCH 10 12:30 PM – 4:30 PM

Pre-Seminar Ethics Courses CMM130 Foundational Ethics Course LDR500 Advanced Ethics: Leadership & Decision Making (Prerequisite applies) LDR550 Ethics Mastery Course (Prerequisite applies)

THURSDAY, MARCH 11 9:30 AM – 10:00 AM

CEO Welcome & Introductions CMworld™ Auditorium

10:00 AM – 10:15 AM

Break

10:15 AM – 11:15 AM 11:30 AM – 12:45 PM

12:45 PM – 1:30 PM 1:30 PM – 3:30 PM 3:45 PM – 5:00 PM

FRIDAY, MARCH 12 9:30 AM – 10:00 AM 10:15 AM – 11:30 AM

11:30 AM – 12:30 PM

Lunch Break

12:30 PM – 2:00 PM

CMworld™ Expo Hall Open

2:15 PM – 3:30 PM

CCAM Oath Ceremony, MCAM & CAFM Recognition CMworld™ Auditorium

Vision Winter 2020 | cacm.org

New California Case Law CMworld™ Auditorium

WHY ATTEND BUILD YOUR CAREER The strategies you’ll learn at the CACM Law Seminar will enhance your professional skills and help you to successfully guide your communities. LEAD WITH CONFIDENCE Our 13 breakout sessions will provide you with innovative tools and resources you need to lead your communities in the future. GROW YOUR KNOWLEDGE You’ll hear a lot of wisdom from the presenting speakers. Each of them will share actionable tools and insights you can take back to the office.

EXPAND YOUR PROFESSIONAL NETWORK More than a thousand managers and industry partners will be in attendance for the same reasons: to reconnect with current colleagues, to establish new business relationships and to move forward on their career path. EARN UP TO 12 CEUS Attend the Law Seminar & Expo and receive 8 CEUs for recertification. Take one of our three pre-seminar Ethics courses and earn an additional 4 CEUs.

Walk the virtual Expo Hall floor and discover California’s leading industry partners. Step inside virtual booths for a uniquely personal networking experience or find a private chat space for you and your colleagues to catch up in the Jungle Lounge!

CMWORLD™ EXPO HALL THE ULTIMATE VIRTUAL EXHIBIT EXPERIENCE

CACM is proud to continue our leadership role hosting the largest Expo for the California community management industry that features a vast array of exhibits, all while networking with the “who’s who” of the industry.

INTERESTED IN SPONSORING? DOWNLOAD OUR SPONSORSHIP DECK. cacm.org | Vision Winter 2020

you said it! Letters to the Editor For Vision Magazine Nice format and great content! — Caroline McCormick, CAMEx, CCAM, OMNI Community Management LLC

FACEBOOK: Don’t take anything or anyone for granted..you never know when you will need them. Next year I am looking forward to my eldest daughter being happy, healthy and cancer free. — Trish Forte, CAMEx, CCAM-LS.Ci, Albert Management, Inc.

Golf Events What a fun day we had! Thank you CACM for letting us be your premier sponsor today! We had a blast! Congrats to Lisa Iaccson of Walters Management for winning our raffle today!We can’t wait for the next one! — Harvest Landscape Enterprises

Today is #NationalCandyDay we know it’s referring to the food, but why not celebrate our CFO Candy Allen?! Thank you Candy for all that you do. — ProTec Building Services

Professional Development

In just 7 months after leaving my previous job, I have already achieved my Community Manager Certification. Don’t be afraid of change! #change #leadership #management #cacm — Ken Stearns, CCAM, Community One Property Management

INSTAGRAM: To stay flexible, open-minded and always be grateful. What am I looking for in 2021? A hug would be nice. Make it a great day and stay safe! — Dan Fernandez, TARC Construction, Inc. Bumps on the Road Build Character!!! No matter how difficult things might be or overwhelming, they are ALL temporary! Courage, Honesty, Faith, Determination always prevails. 2021: LiveLoveLaugh & Work Harder than Ever! — Guillermo Amador

Vision Winter 2020 | cacm.org

There’s nothing like a fresh pumpkin to get in the fall spirit! Our own Leanne Beck and John from Park West Landscape are onsite handing out pumpkins to our 4S Ranch homeowners today! Happy Fall Y’all! — Jessica Williams, CCAMLS.AA, Associa-Prescott Companies

you said it! CMworld Feedback CMworld was great! Whomever the brains was behind this deserves a standing ovation. I know all of staff worked extremely hard on this and it showed. Everything on your end was smooth. So, a round of applause to everyone! — Margaret Pollock, Casitas Village HOA, via email

With this, I can wear heels again to a tradeshow. I love it! — Kim Province, Rayco Exteriors

We are proud sponsors of the CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS virtual event today. Great way for associations to pivot and still have conference events. Look ma - no mask! — Jenny Andrawis, Interstate Restoration

California Association of Community Managers - CACM This is good stuff! I can’t wait to virtually hang out with everyone next week! #hoa #axisconstruction #justcallaxis #gotaxis #axiselectric #axispaint — Dawn Alonzo, Axis

“PMP Gives Back” Annual Food Drive is in full effect! Now, more than ever, it is important to help our communities. PMP’s local Divisions have partnered with food banks in their areas to collect food items that will be donated back to those in need. Want to help? Drop off non-perishable food items between now and October 30th outside of the entrance of any of our Divisions. We will be happy to include it in our drive! #WeArePMP #PMPPROUD — PMP Management

cacm.org | Vision Winter 2020

from the roundtable A MESSAGE FROM THE BOARD

I mentioned in my last article, your CACM Board of Directors and the team at CACM have been making some tough choices, just like you have in your professional day to day operations. It’s impossible to gauge the timing of when we can all get back to what we knew as normal, but

for me, I’m looking forward to it! Until then, all of our courses and educational events are being held in a virtual environment through the first quarter of 2021. That means the Northern California Law Seminar and the Southern California Law Seminar are both being held virtually. CACM has already announced that news. We are keeping them separate to benefit the instructors that service those different geographic areas as well as all of our members that are planning on attending these events and have had them on your calendars. The advantage? If one date isn’t convenient, choose the other! Check the CACM website for details. We are still planning on in-person spring forums, but are prepared to pivot if necessary. Our first scheduled large in-person event for 2021 is the Executive Leadership Summit to be held at the Loews Resort on Coronado in San Diego. CACM is developing a program specific for executive leaders and managers on the path to that leadership. Let’s all hope we can meet in Coronado! But let’s not forget to have a little fun in this chaos! Watch the CACM announcements for various fun events either in your local market or virtually. I was just advised that we’re planning a holiday music virtual bingo night! The last one was so fun! I want to thank our membership for showing up, adapting, and putting service above self. It is not easy to keep moving forward when the path is not super clear. But it is easier when you are surrounded with like-minded peers dedicated to our profession.

Be well.

Kendrah Kay, CAMEx, CCAM CACM Board Chair Powerstone Property Mgmt., ACMC

Vision Winter 2020 | cacm.org

achieving professional excellence

Congratulations Managers It is with great pride that we recognize managers who have taken the next step in their professional career by pursuing advanced educational opportunities. Congratulations to our newest Certified Community Association Managers (CCAM), Certified Association Financial Management (CAFM), and Specialty Certificate recipients for the period of October 1 through November 30, 2020.

NEW CCAMs Tissa Carr, CCAM

HIGH RISE Michael Sabella, CCAM-HR

Michelle L. Cathey, CCAM Mark D. Chatman, CCAM

ACTIVE ADULT

Y. Louise Collier, CCAM

Cari Burleigh, CCAM-LS.AA

Caralynne M. Gregg, CCAM

Wendy C. Cross, CCAM-LS.AA

James R. Hein, CCAM Debbie L. Kilroy, CCAM

COMMERCIAL & INDUSTRIAL CID

Scott Knoeb, CCAM

Trish Forte, CCAM-LS.CI

Wendy Lau, CCAM

Zayra Yves, CCAM-HR.CI

Michelle Lopez, CCAM Amanda Ramos, CCAM

CAMEX

Bob Rathmell, CCAM

Eric Kazakoff, CAMEx, CCAM

Kaitlan Reiff, CCAM

Jamie K. Okazaki, CAMEx, CCAM

Mary Jo Rivero, CCAM Lizbeth Rodriguez, CCAM Katarine S. Sambuceti, CCAM

EMERITUS John Alioto, CCAM-Emeritus

Kenneth Stearns, CCAM Gloria Todisco, CCAM

NEW CAFMs Tamara Davis, CCAM, CAFM Huong Pham, CAFM Marichu Stern, CAFM

SPECIALTY CERTIFICATES LARGE SCALE Cari Burleigh, CCAM-LS.AA Wendy C. Cross, CCAM-LS

PORTFOLIO MANAGEMENT Chelsea Draper, CCAM-PM Carrie Lee, CCAM-PM

cacm.org | Vision Winter 2020

Economic Recovery is Swift By Lynette Bertrand, Communications Manager, CACM

Pandemic brings unprecedented decline in jobs, but the economy is recovering faster than in previous recessions, data shows.

hile it’s still a challenging time for the nation as a whole, the overall economy is seeing improvements, and the community management industry in particular is still a very healthy industry as far as job opportunity and security. As an essential industry, we have been able to buck the impact of the financial crisis, and that’s something to take refuge in as we look ahead at 2021.

In fact, through November 23, there were 53 paid job postings on CACM’s job board, the highest in recent years. There were 63 job openings across the state at the end of November on CACM’s Career Center.

Alexey Gutin, CEO of Web Scribble, provider of career center technology for hundreds of professionals and trade associations including CACM, recently provided a state of the job market webinar, showcasing statistics from some of the largest job boards including Indeed.

At the time of this writing, the unemployment rate nationwide was down to 6.9 percent, according to the Bureau of Labor Statistics. While still up compared to early this year before the pandemic, the recovery has been as rapid as the decline, according to Gutin.

“Most associations’ career centers saw a modest decline in revenue compared to major job boards,” Gutin said. “The associations we work with are professional associations with highly skilled or unique labor that are hard to find on generalist job boards like Indeed. A lot of those people were lucky enough to still be within industries that are hiring and looking for talented people.” CACM SEES GROWTH IN JOB POSTINGS Taking a look at CACM’s own Career Center, new job activity on the job board slowed from March through May, but picked back up in June and has remained pretty active through November. Because community manager jobs are considered essential by the state of California, job losses were minimal if any. Most of the job loss happened at the industry partner level as some vendors saw business slow down due to restrictions and as some association boards limited their expenditures during the COVID crisis.

Vision Winter 2020 | cacm.org

NATIONWIDE JOBLESS NUMBERS IMPROVING Nationwide, and looking across other industries, the story looks a bit different.

AFFECTED INDUSTRIES

Alexey Gutin

“Up until February of this year, we had record low unemployment,” Gutin said. “There were more open jobs than unemployed people looking for work. That was a very good time for career centers and job boards because there was a war on talent. The majority of people were already employed. With the country shutting down and restrictions at the state and federal level around people going to work, that ratio spiked to us having five people unemployed for every single job open. People started filing for unemployment and companies stopped posting jobs.”

QUICKLY IMPROVING INDUSTRIES

Unemployment shot up to 14.5 percent in April, the highest rate since the Great Depression, in two month’s time. By comparison, during the 2008 recession, unemployment peaked nearly two years after the start of the recession. But while the quick rise in unemployment was surprising and alarming, Gutin added, the rate of recovery has also been fast, especially compared to other recessions in U.S. history. “Prior recessions were much more gradual in growth of unemployment and also slower in full recovery,” he said. “This has been rapid in both directions.”

SLOWLY IMPROVING INDUSTRIES

In terms of percent change in payroll, looking at the number of people who are currently employed, that percentage dropped a lot more rapidly than previous recessions, including 2008. This dropped to -14 percent and has since recovered to the high -7 percent range by September. DATA SHOWS SOME INDUSTRIES RECOVER FASTER THAN OTHERS Indeed is the largest job board in the U.S. and covers a wide spectrum of employers. The data they present is accurate and representative of what the country is seeing in economic growth and unemployment claims. Through the first couple of months of the year, Indeed was trending the same as 2019 in terms of job posts. The decline in job postings started in mid-March with the bottom hitting in May with 40 percent drop in postings, according to data from Indeed. By September, that had improved to an 18 percent decline in job posts compared to 2019. But the recovery was also beginning to slow down with employers starting to hire less and being more cautious because some of the stimulus they were using was running out.

HISTORIC ECONOMIC DOWNTURNS

Gutin said Indeed has concerns about growth stalling and staying at -18 percent year over year. Indeed’s data showed the industries that were particularly hard hit, which included retail, construction, banking and finance, hospitality and tourism. Retail has made a remarkable recovery in a short amount of time. Year over year they’re down 3 percent in job postings, and trending in the right direction. Construction was up as well, after being down significantly from March through May. The hospitality industry is trending in the wrong direction, down almost 50 percent and trending down further. The sports industry hasn’t seen any recovery and banking and finance is seeing a flat/slow recovery.

MAJOR JOB BOARDS FEEL THE BRUNT

ZipRecruiter lays off 40 percent in March or 500 employees

CareerBuilder lays off 30 percent in April or 300 employees

Glassdoor lays off 30 percent in April or 300 employees (Glassdoor was purchased by Indeed last year) Source: Web Scribble

CONTINUES ON PAGE 22

cacm.org | Vision Winter 2020

Economic Recovery is Swift, CONTINUED FROM PAGE 21

TOTAL JOB POSTING TRENDS COMPARISON

Major job boards laid off hundreds of employees as the recession hit in March (see sidebar), but some are starting to rehire. Web Scribble saw the same trends as these larger job boards, but recovery has been rapid, Gutin said. Niche industries like the community management industry with highly skilled and essential workers are proving to be highly resistant to the financial turmoil and fallout from the pandemic this year. TO WATCH THE JOB REPORTS WEBINAR IN ITS ENTIRETY, GO TO HTTPS://WWW.YOUTUBE.COM/ WATCH?V=W7UL3QIKFDE&FEATURE=YOUTU.BE

NUMBER OF UNEMPLOYED PERSONS/JOB OPENING

Lynette Bertrand, Communications Manager, CACM

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Vision Winter 2020 | cacm.org

maintaining high standards

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cacm.org | Vision Winter 2020

TOTAL CALIFORNIA ASSOCIATIONS

54,782

SEPT 2020

SEPT 2019

1.3

55,000

ASSOCIATIONS IN

54,065

2020

% GROWTH

ASSOCIATION LOCATION

CALIFORNIA NEARS

66 % 34 %

SOCAL

NORCAL

GROSS REVENUE

13.7B $ 13.3B % GROWTH +3 93

SEPT 2020

SEPT 2019

LARGEST INCREASES BY COUNTY

Contra Costa Los Angeles Orange Sacramento San Diego Santa Clara

2 % 2 % 3

Alameda Riverside San Bernardino San Francisco San Mateo Ventura

AVERAGE ASSOCIATION SIZE

UNITS

CONDOS/ CONDO CONVERSIONS/ COOPS

3 PLANNED UNIT

â&#x2026;&#x201C;

DEVELOPMENTS (SINGLE FAMILY HOMES)

Source: Levy, Erlanger & Company LLP, San Francisco, CA Source: Levy, Erlanger & Company LLP, San Francisco, CA

Vision Winter 2020 | cacm.org

pproximately 700 new homeowners

of other industry sources. Twice a year, Levy pulls the

associations were added to the state of

data for Mutual Benefit Nonprofit Corporations, and

that may continue for a while.”

California year over year, according to the

sorts through the data to pull out those that are

By contrast, Levy said house sales in suburban markets

latest data tracked by Levy, Erlanger &

homeowner associations. Then through extensive

are hitting new records as people leave condos in the

Company. That represents approximately a 1.3 percent

research and data mining online, fills in details for these

city and move to planned unit developments in the

increase.

corporations and unincorporated associations including

suburbs.

the number of units at buildout, finances, board Homeowners associations account for nearly $14 billion

members and many other items.

in annual revenues in the state.

“Maybe by next September I would expect to see more planned developments than condos,” he said. “The

The number of homeowner associations have

statistics to back it up probably won’t be known for a

Levy, Erlanger & Company has been compiling its

continued to grow in California, though overall growth is

while. Nobody knows the impact the pandemic will

annual statistics book for the past 12 or so years, though

small at just over 1 percent per annum.

have longer term.”

associations in California longer than that. David Levy,

“I suspect one reason there isn’t a huge change from

Data in Levy’s report this year shows condos, condo

founding partner in the firm, said he’s been building its

year to year is that larger multiphase projects are

conversions and co-ops make up two-thirds of total

database since the mid 1980s.

continuing to be built,” he said. “One thing I can say is

associations in the state with planned unit

our statistics are pretty accurate. The way we

developments (single family homes) making up the

While California has north of 50,000 homeowners

accumulate information has been pretty consistent over

other third.

associations -- 54,782 to be exact as of September 2020

the last 12 years.”

the firm began tracking the number of homeowners

-- Levy reports that about half of those are self-managed or on-site managed. “Most of [the self-managed] are smaller. The statistics

The growth of associations in the northern versus One trend Levy is keeping an eye on is the move from

southern part of the state is about the same, however

cities to suburbs and how that could impact

the concentration of associations is higher in the south

development in urban centers.

with SoCal accounting for 66 percent of the total,

show that the majority are under 25 units in size,” he

compared to 34 percent in Northern California.

said. “Most management companies don’t want to deal

“In urban areas like San Francisco, downtown San Diego

with smaller associations.”

and Los Angeles, there will always be infill projects,

The counties seeing bigger growth in associations

however, I’m not so sure that will continue,” he said. “In

include Alameda, Riverside, San Bernardino, San

Levy obtains his data from a wide variety of sources

the San Francisco market the number of condo units on

Francisco, San Mateo and Ventura. Other counties

including the California Department of Real Estate,

the market for sale has tripled in the past year because

seeing HOA growth are Contra Costa, Los Angeles,

California Secretary of State, the Internet and a number

of COVID. People are leaving the city and that’s a trend

Orange, Sacramento, San Diego and Santa Clara.

SEE IT FINISHED BEFORE YOU START. Digital Color Renderings

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TIM HOSS

National Account Manager (714) 365-7427 | thoss@behr.com cacm.org | Vision Winter 2020

BYE BYE 2020 BILLS THAT COULD RESURFACE NEXT YEAR By Jennifer Wada, Esq.

he end of 2020 and sighs of relief are imminent. It is probably a safe bet that almost everyone is ready to close the book on the year that brought a pandemic, an economic recession, a slew of wildfires and one of the most divisive elections in history. As far as the election goes, we all know what happened on a national level. On a state level, all 80 Assembly seats and 20 Senate seats were up for election this year. Democrats retained control of both chambers with a supermajority. In the Assembly, Republicans picked up a seat. At the writing of this article, there is still one race too close to call (AD-74) but if Democratic incumbent Cottie Petrie-Norris retains her lead, the Assembly will end with a 60 seat Democratic majority, with 19 Republicans and one Independent (Assemblymember Chad Mayes AD-42). In the Senate, the Republicans have lost two seats (SD-37 and SD-29). One race is too close to call (AD-21) but if Republican incumbent Scott Wilk retains his lead, the Senate Republican Caucus will consist of nine members and the Democratic Caucus will have a 31-seat majority. There are just under one million ballots that still need to be counted and the Secretary of State has until December 11 to certify the election. As we prepare to leave 2020 behind us, we look forward to what lies ahead. As previously written about, the majority of legislation this year stalled due to the pandemic. The Legislature had to shift gears to focus primarily on issues relating to COVID-19. This left a significant number of dead bills that could come back in 2021. The bill numbers will change but the concepts will remain the same:

Vision Winter 2020 | cacm.org

AB 2227 (Irwin – funds: insurance) Sponsored by CAI-CLAC, this bill was a cleanup of their AB 2912 from 2018. AB 2227 proposed to require that the bank, savings association, or credit union that the managing agent deposits funds into on behalf of the association be insured by the FDIC, NCUA, or the SIPC. The bill also amended existing law that requires prior written board approval for electronic transfers by making it required for amounts greater than $10,000 but would eliminate the latter part of the provision “or 5% of an association’s total combined reserve and operating account deposits.” Lastly, the bill specifically required the association to maintain crime insurance, employee dishonesty coverage, and fidelity bond coverage, or their equivalent, for the association and the association’s managing agent or management company and would require the protection against computer and funds transfer fraud to be in an equal amount. SB 969 (Wieckowski – SB 323 cleanup) The final contents of this bill were never finalized given that it stalled early in the year. However, things being discussed for inclusion in the bill included expanding the voting by acclamation provisions to all associations, as well as expanding some of the language related to what kinds of insurance would trigger an association’s ability to utilize a criminal conviction disqualification from board elections. SB 981 (Archuleta – document delivery and websites) This bill was sponsored by the California Association of Realtors and proposed to require an association

to deliver documents via email unless the

SB 1120 (Atkins â&#x20AC;&#x201C; subdivisions: duplexes

providing clear technical instructions, the

member had not provided a valid email

and urban lot splits)

contact information for a person who can

address or had revoked consent to electronic

This bill was considered one of the highest

provide technical assistance before and

delivery. The bill also proposed to require

priority affordable housing bills of 2020

during the teleconference and any person

an association that has at least 50 separate

and is intended to increase the number of

allowed to participate also be given a

interests to maintain an internet website to

units in residential areas. However, due to

phone option. This study is intended to be

provide general information to members

an interhouse scuffle, it failed to make it

proposed as legislation in 2021.

and would authorize an association to satisfy

out of the Legislature on the last night of

a general delivery requirement by posting

session. The Pro Tem has already vowed to

Of course, we anticipate that this is only

the document on that internet website. An

bring it back. The bill would have created

a portion of CID bills that we will see

association could be exempted from the

a ministerial approval process to convert a

introduced in 2021 and surely, a small

website requirement if 2/3 of the members

house into a duplex or to demolish a house

fraction of housing bills overall. This

approve.

and build two units, either as a duplex or two

upcoming year will prove to be a busy

single-family houses. Property owners could

one and hopefully, a much safer and

SB 1049 (Glazer â&#x20AC;&#x201C; local ordinances and

have split their lot in two and build two more

more stable one.

short-term rentals)

units, resulting in four homes. The bill is

This bill would have authorized a city or

intended to address housing affordability.

county council, for the violation of a short term rental ordinance that is an infraction,

California Law Revision Commission

to impose a fine not exceeding $1,500 for a

Project re Emergency Measures in CIDs

first violation, $3,000 for a second violation

This study is being done at the CLRC to allow

of the same ordinance within one year,

for teleconference meetings during states

and $5,000 for each additional violation of

of emergency or disaster. The proposal

the same ordinance within one year of the

allows meetings to be conducted entirely

first violation. The fines only apply to public

by teleconference without any physical

health and safety threats.

location as long as certain requirements are met. These requirements include notices

Jennifer Wada, Esq., is an attorney, CACMâ&#x20AC;&#x2122;s legislative advocate and principal of Wada Government Relations in Sacramento.

cacm.org | Vision Winter 2020

DID YOU HEAR?

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Vision Winter 2020 | cacm.org

spotlight on education

An Advisor Who Understands What You Do Debbie Griffiths, CCAM, has walked in your shoes. The new Education and Credentialing Advisor at CACM has worked in the community management industry for over 20 years, starting as a community manager and later taking on leadership roles like VP of Community Management, Regional Manager, and Community Division Director. She’s worked at several management companies, including The Management Trust and Associa, that provided educational support and she obtained her CCAM certification. After working as a portfolio manager and onsite manager for several years, she moved into supervisory roles the last 8 years. While supervising community managers, Debbie still had a small portfolio of communities. Aside from addressing client and in-house personnel issues, she led training programs. “Early on in my career I obtained the CCAM certification and then began pursuing other designations,” Debbie said. “I wanted to have that because especially as a supervisor and even now, how can I help someone if I haven’t walked the walk? How can I talk about something if I myself haven’t done it? I certainly value the education I have received and hope that those I helped along the way value it.” Debbie first was introduced to the HOA industry while sitting on the board of her homeowners association in Georgia. Eventually she moved to California and began working at a management company as an office manager. When an opportunity came up for a portfolio

manager position, she put herself up for it. Now at CACM, Debbie’s role is to make sure managers are on the right path to earn their CCAM, specialty or even sub/micro specialties certifications like active adult or CID. Debbie said that she enjoys the opportunity to help people earn their certifications and pursue higher education within the industry with the ultimate goal of establishing professionalism.

We will always work to be seen as professionals, and one of the ways to do that is through education. “We will always work to be seen as professionals, and one of the ways to do that is through education,” she said. Wondering what your next step in your career should be? Or how to get there? Reach out to Debbie at dgriffiths@cacm.org.

CCAM IS JUST THE START While earning the Certified Community Association Manager (CCAM) is an achievement, this is only the first stop on

your professional pathway. There’s so much more to learn, which coupled with experience, increases your understanding and knowledge of the industry and the area you would like to specialize in. Specialty certification is a way of attaining indepth insight of one or several of the areas in community management, such as High Rise, Large Scale, Portfolio Management or New Development Community Management. You can also earn micro specialties including AgeRestricted Adult Community Management and Commercial and Industrial CID Management. For managers who have completed their CCAM, specialty certification is the next step in developing professionally and shows commitment not only to the industry but to themselves.

GIVING BACK Knowledgeable, experienced managers also are key to the next generation. Many CACM members continue to expand professionally by sharing their knowledge as an instructor for CACM courses. In doing so, these managers lead the charge in shaping the evolution of the industry and promoting professionalism. Education can continue to be part of your professional career if you choose to do so by giving back. CACM is always looking for qualified instructors. If you’re interested, reach out to education@cacm.org.

cacm.org | Vision Winter 2020

in the board room

Facing Changes as an HOA Board of Directors By Todd Greisen, CCAM

“When the winds of change blow, some people build walls and others build windmills.”

– Chinese proverb

Changes to an HOA can come in many ways and are almost constant. Some changes come from external forces. We’ve all dealt with regulatory changes to our election rules this year, right? Other changes are often internal. For example, a new board member or manager may introduce a different personality to the group dynamics. They may bring fresh ideas or suggest changes to HOA operations, from which conflict can develop. A smoothly run board (resulting in a well-run HOA), can eventually devolve into dysfunction because of conflicts that may have not existed previously. Our own resistance to change itself can cause the conflict. Long-standing board

Vision Winter 2020 | cacm.org

members may find themselves in an autoresponse mode. An attitude of “this is the way we’ve always done it,” pushes back on new ideas or suggestions brought to the table. Take a look in the mirror. What is your attitude, when faced with this, or other changes? In the 6th habit of his classic book “Seven Basic Habits of Highly Effective People,” Stephen Covey discusses synergy. He describes synergy as a mathematical equation–“one plus one equals three or more.” In many cases, HOA boards would not be described as synergistic. With these boards, energy is often spent in disagreements between two members, or groups of board members, proving the other is wrong. Instead, softening of our attitude with a common goal in mind redirects the negative energy into positive synergy. With enough determination toward a common goal, dialog that seeks a mutually satisfying solution can result in a third alternative that may have not been initially apparent. Trying to create synergy can’t be accomplished–directly. First, a climate must be established that allows synergy to thrive.

One or two domineering board members can run roughshod over the rest of the board, especially with a newer board member that lacks HOA leadership experience.

“He that is good with a hammer tends to see everything as a nail.” – Abraham Maslow If you find yourself often running discussions in the board meeting, you may also consider Covey’s 5th habit–Seek First to Understand. It can start with a simple question to your fellow board members–what do you think? Or-how do you feel about this issue? The essential part of this habit though, is to be truly willing to listen and try to understand an opposing opinion. Seeking first to understand, leads to your opinion being understood. It also has the benefit of encouraging more timid board members to state their opinions without feeling intimidated or threatened. This is how a synergistic board is created and nurtured, resulting in embracing changes instead of resisting them.

Be truly willing to listen and try to understand an opposing opinion.

Todd Greisen, CCAM, is General Manager of Contra Loma Estates in Antioch, California.

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cacm.org | Vision Winter 2020

Are you fighting

mental fatigue and burnout?

Depression is on the rise during the pandemic and impacting our personal and work lives. By Kathleen Waite, CCAM

Over the past nine months we’ve been bombarded with terms like “unprecedented times”, “adapting to the new normal”, and other news headlines that seem to drone on continuously about how as a society we need to adapt to COVID-19. The truth is, we’re all doing just that: adapting. If you look at your work life today versus nine months ago, it is likely very different. As our work lives morph into our home life, it is no surprise that mental health is taking a hit. While we’ve all made changes to accommodate a vast majority of our work struggles in coping with our new COVID limitations, nationwide our mental

Vision Winter 2020 | cacm.org

health is still suffering with nearly three times more people reporting depression symptoms than pre-COVID times. With depression jumping from 8.5% to 27.8%, that means that even if you yourself are feeling fine, you have over a 1 in 4 chance of interacting with another person that’s struggling with depression. As any association manager will attest to, our job is heavily entrenched in person to person interaction. As managers it’s important to know these statistics not only for yourself and coworkers, but for the residents and vendors we’re in contact with every day. Here are my 6 tips on how to keep anxiety and depression in check:

1. TAKE CARE OF YOURSELF BEFORE YOU HELP OTHERS. Just like the well-known airplane analogy of putting your own breathing mask on before a dependent’s, mental health can be something where taking care of yourself first will offer the best results for everyone. Since the start of the pandemic, we have seen a huge increase in work orders, architectural modification requests, all on top of the new situations we’re navigating like managing recreational facilities in the midst of a pandemic, when clear information from agencies controlling these situations is often confusing. Owners are anxious for an immediate solution while we wade through the governmental restrictions that change almost as quickly as we reach a solution. Homeowners are spending more time than ever at home, and that means they’re wanting to upgrade their homes and they have time to spot any little maintenance concern that may come up. Couple that now with the fact that statistically, a quarter of the owners you’re interacting with

have depression, it’s rife for situations where owners are maybe less patient than previously and maybe not as forgiving as they once were. So how do we combat having a difficult job that just had an adrenaline shot of anxiety, depression, and unknown added to the mix? 2. STRENGTHEN YOUR TEAM AND INNER CIRCLE. In my experience, the best way to fight this is by strengthening your team and inner circle (by the way, as CACM managers, we are all each other’s inner circle). We need to ensure teammates and ourselves are fighting burnout, mental fatigue, and working as a team now more than ever. 3. WORK SMARTER, NOT HARDER. Automating work order processing, sending out notifications to residents to stay ahead of the curve with repetitive issues, and staying in sync with our coworkers when many are working remotely or more separated can all be helpful tools in fighting against our ever-increasing workload.

4. CONNECT WITH COWORKERS. Setting time aside specifically to meet with team members who are working remotely to remain a cohesive team is essential. The team building that happened at the water cooler or lunch table now needs to be replaced with scheduled, methodically planned time to connect with each other to check in on work items, as well as just to check and make sure one another are doing OK. We are not robots who can go on and on and on. We need compassion, care and sometimes just to vent about normal frustrations with our peers. 5. FOSTER PATIENCE AND EMPATHY. There are many factors during the pandemic that go into each individual’s happiness or coping abilities that needs to be considered in every interaction we have. Having a bit more patience and empathy with each other may just lead to more satisfaction and productivity while combatting the burnout and fatigue many are facing.

6. SHOW APPRECIATION FOR OTHERS. My challenge to all CACM members going forward: make sure that an owner, vendor or coworker you’re interacting with knows your appreciation for any small or big task in which they helped. We truly all are in this together and having some encouragement and affirmation from a peer rarely goes unnoticed or unappreciated.

Kathleen Waite, CCAM is the owner/president of American Management Services, Inc., a boutique management company based out of the South Bay area.

cacm.org | Vision Winter 2020

THE REBOOT How COVID made one manager re-invent himself. BY DEAN JACKSON, CCAM-HR

ver heard the phrase “necessity is the mother of invention?” Well, 2020 has turned into one mother of a year and it’s is forcing all of us, companies and individuals alike, to think out of the box and become both inventors and re-inventors. Every aspect of our work and our home lives has undergone a paradigm shift in the space of a few short months (though it feels like I’m writing this on August 52nd). I have had to re-invent myself and my career, and I’ve learned a few things along the way. Back in December I was the long-term General Manager of a high-rise building. Then I decided to embark on a new adventure, but I got sidelined by the shutdowns occasioned by the COVID pandemic. I found myself at home with my wife for over four months. While the sabbatical resulted in a spectacular garden and some well-earned cooking skills, the job hunt was stymied by the fact that the world was on pause. I had to not only think outside of the box, I had to build an entirely different box. I ended up working with the CEO of a management company to build a position in which my skills could fulfill a need

Vision Winter 2020 | cacm.org

I HAD TO NOT ONLY THINK OUTSIDE OF THE BOX, I HAD TO BUILD AN ENTIRELY DIFFERENT BOX within his company. After being proactive and recognizing a need that hadn’t been addressed, and that may not have been recognized, I was able to evaluate my whole skillset to determine how I could best take care of that need. I had to break down my career of nearly 20 years into its constituent parts. A General Manager is more than just one job, it is comprised of many jobs. From contract negotiator or project manager, to budgeter in chief, or HR Generalist, once the wide variety of skills was put on paper I no longer had to be pigeonholed into that one position. Once I realized what I could bring to the table, I was able to see and explain the value that I could bring to the company and reboot my career. For most of my career I had been reactive. Whether I was looking for a job or one sought me out, it was always about fitting the square GM peg into the corresponding

square hole of an open GM position. There were a lot of great experiences and learning along the way, but very little re-invention. The thing is, once re-invention became necessary, I found out that the sky’s the limit. I learned not to be defined by my job, nor by my lack of a job. It was a hard lesson, and one that I still have to re-learn from time to time. I have to remember to tell myself “you are the one that does the defining.”

ONCE RE-INVENTION BECAME NECESSARY, I FOUND OUT THAT THE SKY’S THE LIMIT

Dean Jackson, CCAM-HR is Director of Project Management at Collins Management, ACMC.

e co CEO of Your Life By Frank Jauregui, CCAM

2020 has tested the resolve of each and every one of us!

We’ve been confronted and challenged with so many adversities like no other time in our generation. We’ve also discovered how amazing and essential we really are to our family, friends, places of employment, our industry colleagues and the communities we so diligently serve. And yet with this renewed discovery, we continue to battle with self-doubt and negative selftalk that works to usurp our joy and clouds our vision of the tremendous gifts and abilities we bring to our industry.

Manager, you are an amazing value to this industry! You are the face and brand of your organization. You are the ringmaster who orchestrates and helps provide clear direction to your board members and business partners on what happens in the communities you partner with.

But the most amazing reality is that you control how you use your greatest assets -- your individual gifts, your immense knowledge and singular abilities to bless so many around you. You decide each day how you are going to use those things that make you outstanding and unique. You decide on whether you are going to use these traits to build up or tear down. You are the one who displays their strength not by what people see outwardly but by the battles and struggles that you conquer privately when no one else knows or sees what you go through.

You show up. You stand firm. You supersede. You win every single day even when it seems like you fall back. Do you know that you are the Chief Executive Officer (CEO) of your life? The Oxford Lexico Dictionary provides this definition of who a CEO is. “A chief executive officer, the highest-ranking person in a company or other institution,

ultimately responsible for making managerial decisions.”

My friends and colleagues, we work so hard to manage successfully others’ affairs – don’t lose the vision to celebrate your knowledge base, to leverage your talents for self-improvement and to give yourself the kudos and praise you deserve when you achieve success at whatever level you may find yourself at.

You show up. You stand firm. You supersede.

As you read this now, decide how YOU will determine the trajectory of your life. Choose to bring light into scenarios that seem darkened by despair. It is a truth that people will always remember you for how you made them feel before anything you may ever say.

When you bring your brand of exceptionalness to this industry we all benefit, but you benefit the most. This is your calling for such a time as this. Which of you will answer this call? I hope that it’s YOU. It’s time for you to step into your position as CEO of your life.

Frank Jauregui, CCAM, is Senior Community Association Manager at The Management Trust – Southern California, ACMC.

cacm.org | Vision Winter 2020

Call Us the Overcomers

2020 threw many punches our way. Be proud of what you have accomplished and obstacles you have overcome in a year like no other. prepare or to implement properly before its effective date. Our industry kicked into high gear and quickly educated ourselves on the new law, and its true effects. Just as we were rolling on getting new rules and inspectors in place, we started to hear grumblings of this virus in China that spread through the population quickly with very little containment and a high mortality rate.

By Andrew Hay, CAMEx, CCAM-ND.PM

Remember when you only had to worry about the simple things like special assessments, aging community common areas, and parking issues? 2020 has delivered blow after blow to the entire world and has added a few extra kicks in California. Yes, you know all the hurdles youâ&#x20AC;&#x2122;ve faced this year, but have you taken the time to reconcile just how much you have been dealing with, and overcoming in the process? As essential workers we have been fortunate to remain employed throughout the year, but we still take on the challenge of facing the unknown each day and having to learn a new way to manage our communities. It all started with a new election law (SB 323) that was signed into being with no time to

Vision Winter 2020 | cacm.org

Slowly the virus made it to the U.S. and to California and shortly thereafter the lockdown took place. An immediate lockdown of staff and the communities we manage with very little time to prepare and even less information about what was and wasnâ&#x20AC;&#x2122;t allowed. Companies had to find a way to operate with all staff from a distance. Supervisors and employees had to learn to communicate without ever being around each other, all while balancing the impacts the shelter-in-place had on our personal lives. Managers and management companies adjusted quickly, realizing that the communities still had maintenance needs, meetings to conduct, and work to be done. We had to close common area amenities and deal with owners who simply didnâ&#x20AC;&#x2122;t feel a global pandemic was a good reason to stop them from using the gym, pools, and clubhouses. Then came implementation of virtual board meetings via Zoom, Google Meet, Goto Meeting, and teleconference lines, which quickly became the norm. Some clients met this with an open mind and gratitude and

others feared the technology so we had to become IT experts for their home operating systems to show them that a new way of doing something is still productive and not as scary as they may think. As clients and community members began to settle into life while sheltering in place, we begin to see an increase in maintenance requests and other complaints. When people are spending 24 hours a day at home seven days a week, they begin to notice things, including their neighbors and their noisy habits. Are people required to wear a mask or not? Are vendors going to service the property? What reduced level of service will they receive? All of these were questions that began to come up in addition to our normal, already full, workdays. Still constant was the expectation of a quick and thorough response. Still consistent were the managers and service providers giving the clients the essential services our industry provides. As the reality of COVID-19 set in, management companies and service providers lost staff members for days if not weeks at a time while they were in selfquarantine or worse. All the while, valuable

We all had to become IT experts staff stepped up and helped cover the client needs.

It hasn’t been an easy year. No one said it would be. But there is hardly an industry more equipped to handle whatever comes their way than this one. Be proud of what you have accomplished and obstacles you have overcome in 2020. Remember that your peers and industry partners are all going through similar experiences and can be a tremendous resource to aid in the obstacles left to hurdle. We are an essential industry ready to respond at a moment’s notice to whatever is thrown our way with the resources and knowledge to overcome all obstacles.

Even now concerns over riots near and within communities are still a reality. Wildfires continue to rage throughout the state, many of them forcing evacuations of the communities we manage. Smoke that blanketed all of California is starting to lift. Good thing we already have acquired so many different masks during the pandemic. Many manager members with children even now have to deal with continued distance learning at home and balance that with everything else that demands their time.

Andrew Hay, CAMEX, CCAM-ND.PM is Vice President, Management Division of The Helsing Group, Inc.

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PANDEMIC w LOVE OUR GROWING AFFAIR WITH SOCIAL MEDIA BY TABOR LEWIS

Social media has seen rapid growth during the COVID pandemic with no sign of retreating. A majority of us spend our lives literally face down so much that we have developed terms for the poor ergonomics that technology has bestowed upon us. With our nose in our phones rather than in a book, many could squawk that the constant distraction of social media is no way to live. I would challenge those squawkers today. This year has pushed all of us to become so close to technology, we are no longer in a relationship with Facebook and dating Instagram on the side. We are married to them all. Living our lives shut in from the outside world since March, I expect your days have been similar to mine these past several months. Wake up, check Facebook, see puppies, go to TikTok, smile, check IG then back to Facebook and emails before I get in on the political banter on Twitter and end with a workout video on Instagram to get me motivated for the day. This is all before my feet hit the floor. All before I greet my partner with a good morning kiss. Social media is now my primary relationship.

Vision Winter 2020 | cacm.org

However, Iâ&#x20AC;&#x2122;m not cheating because my boyfriend understands our new relationship dichotomy as he is also newly married to social media. We have been through burgeoning radical changes that felt like they were getting worse by the minute. If you werenâ&#x20AC;&#x2122;t tuned into your phone, you were the last to know vital information. At a time when essential products were rationed and services were scarce, how could you look away? Social media has been a multifaceted resource for us, providing information and distraction. The place we go to for the dreadful news of new life regulations and social injustices is also the comforting place that we finger scroll for hours as our blue lit eyes widen to see grandmas dancing and Tiger King memes. SOCIAL MEDIA CONSUMPTION CHANGES If you feel that your scroll sessions have been the same pre-pandy, then you likely are not

BETWEEN 46% AND 51% OF U.S. ADULTS ARE USING SOCIAL MEDIA MORE SINCE THE OUTBREAK BEGAN.

As older adults have been encouraged by the CDC to respect the stay-at-home order, they have been more likely to finally start that Facebook account to find the connectedness that COVID has robbed them from. Research indicates that whether it is a newfound love or a growing fondness, social media numbers have increased, and people are not interested in reducing their screen time anytime soon. What does that mean for community managers? Now is the time to strike. If you have those few residents who in the past were not interested in notifications or communication via email, safely check in with them now. It is likely

their thoughts on technology have changed and they have been in practice for the last few months. This doesn’t mean it’s their preferred way of communication, but Board President Barbara found her new groove. I spoke with Senior Community Manager Kylie Decker from Powerstone about how technology has affected her resident and board communication. “Now that people aren’t meeting in person, we are reliant on video call services like Zoom and GoTo Meetings,” she said. “Many board members and residents are enjoying these platforms and want to continue using them.” A new love connection or not, as a society our relationship with social media is expected to stay strong. Perhaps as an industry this will help us grow closer to our business partners and the communities we serve.

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Q&A with Kylie Decker, CCAM, Senior Community Manager, Powerstone

accounted for here. The Harris Poll recently found that between 46% and 51% of U.S. adults were using social media more since the outbreak began. Many of these new users are the ages of your average community board member.

Have you noticed any social media changes in the HOA industry during the pandemic? Decker: I have noticed that many management companies and industry organizations are posting more often about events and continuing education opportunities. It’s been a great source to keep tabs on what is going on and keeping the people of our industry connected. CONTINUES ON PAGE 40

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Social Media Love Affair, CONTINUED FROM PAGE 39

THE VALIDITY OF INFORMATION WE ARE RECEIVING DEPENDS ON WHERE WE ARE SOURCING IT FROM.

What technology trends are affecting our industry due to the pandemic? Decker: Now that people aren’t meeting in person we are reliant on video call services like Zoom and GoTo Meeting. Many board members and residents are enjoying these platforms and want to continue using them. Although I prefer the in person board meetings, I understand that it’s more convenient for many people who maybe couldn’t make it to the meetings prepandemic to hop on a call.

How far away do you think we are from having social media platforms that would cater to community interaction and help encourage Millennial and Gen Z activity in their communities and boards? Decker: We are definitely not far off! There are management companies currently working on ways to get people involved, and it would be great for HOAs to get some sort of platform to communicate important information efficiently. However, like all social media interaction, there will be pros and cons to online communication. Nextdoor is a good example of a community information exchange platform and Ring, the doorbell camera service, is also launching a

social media network to increase neighborhood safety.

What do you think about the spread of information over the past few months as far as validity? Do you consider it news or do you take it with a grain of salt? Decker: The validity of information we are receiving depends on where we are sourcing it from. The information that our industry partners are posting on their pages is factual and focused on helping homeowners stay up to date on changing regulations to stay safe during this time.

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What Do You Want to Be When You Grow Up? Four compelling reasons to be an association manager. By Hamlet Vazquez, MCAM-HR

hat do you want to be when you grow up? Such is the familiar question asked

of every youngster. I can assure you that the

“Those who are happiest are those who

response of ‘An Association Manager’ has

do the most for others.”

yet to cross the lips of any such youngster.

― Booker T. Washington

Most respond with, ‘Doctor’ or ‘Firefighter’ or ‘Veterinarian’ or ‘Teacher’. Why is that? What is

First of all, there’s actually a significant way

it about these professions that makes them so

in which our profession overlaps that of a

attractive to a child? Aside from them being all

doctor, firefighter, veterinarian and teacher.

very visible professions, they are also very easily

I’m sure you know what that is–at the core of

understood. It’s clear what they all do–they

our profession is the fact that it’s about helping

help sick people, put out fires, help sick pets,

others. It’s about caring for people and for

and …. teach. But when it comes to Association

the things that matter to them. Each day as

Management, what is it that we exactly do? And

Association Managers we are confronted with a

why would anyone want to do this for life, right?

wealth of opportunities to help others. Whether you are a portfolio manager or an onsite

As one ponders our profession though, there

manager or part of the support team at the

are actually four very compelling reasons for

corporate office, the opportunities are endless

becoming an Association Manager:

to help others.

CONTINUES ON PAGE 42

cacm.org | Vision Winter 2020

When You Grow Up,

there’s some variety in being a firefighter

Not to discourage attending college, but

CONTINUED FROM PAGE 41

or teacher, it certainly doesn’t compare to

some of the most successful managers that

what Association Managers engage in on a

I know did not graduate from college or

daily basis.

necessarily do very well in college. When

Next time that difficult resident or board

one considers that the average salary of

member calls or stops by your office, remember that “Those who are happiest

Another aspect of variety in our industry,

someone in California with only a high

are those who do the most for others.” And

especially if you are a portfolio manager,

school education is about $50,000, the

next time a child asks you what you do for a

is the variety of people that you interact

average wage of a portfolio manager of

living, tell them that you help people. Let’s

with on a daily basis. Depending on the

between $65,000 and $75,000 per year is

do this as we add to their list of options!

size of your portfolio, you will interact

pretty good.

with a plethora of personalities both from “Variety is the very spice of life; That

your myriad boards as well as residents

While the onsite manager or company

gives it all its flavor.”

and vendors. One cannot last long in this

executive salaries can vary widely, they

industry without being people-smart and if

can range from $80,000 to $200,000+

you are good with people, you can succeed

depending on the property, geographic

beyond your education.

location and company size. The point is that

― William Cowper

A second compelling reason to becoming

a decent living wage is possible within our

an Association Manager, is the fact that there is a lot of variety in what we do. As

“Seven years of college down the

managers we need to be experienced in

drain”

people-management, money-management,

industry with no student loan debt!

― John ‘Bluto’ Blutarsky

With that said, education is very important for success within the industry. The

property-management, risk-management, and general problem-management. As

Something else that becomes clear as

fact is that it’ll be difficult to succeed in

an onsite high-rise manager, a day does

one ponders the profession of Association

our industry without proper ongoing

not go by where I’m not engaged in all of

Management is the fact that no college

education and credentialing from industry

these, often simultaneously! While I’m sure

degree is required to succeed in the field!

organizations like the California Association

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Vision Winter 2020 | cacm.org

of Community Managers (CACM). The laws in California pertaining to Associations are

“The bearer of this letter is providing

ever-evolving, as are laws pertaining to

life-sustaining and essential

employee and property management. One

services.”

cannot go at it alone. Ongoing learning is

– Letter during 2020 pandemic

essential. A fourth benefit to being an Association In a discussion with Laura Ravazza, CCAM-

Manager became clear this year as during

PM, she made the great observation that

the pandemic we made the list of ‘Essential

within our industry it’s up to you to choose

Workers’! Unlike other jobs within the

your own destiny; meaning that with the

hospitality industry such as hotel workers,

ongoing education offered by industry

workers associated in any way with

organizations the possibilities for growth

property management are considered

are endless. One can start working a front

essential. While others have been laid off

desk or as an assistant at the corporate

or simply lost jobs that won’t be reinstated,

office and move all the way up to being

Association Managers have continued to

an executive or even starting one’s own

receive a paycheck. This is no small thing. It

company. It all depends on how much

may seem small to us as we read this in our

you want to do. In other professions the

home offices or onsite office but if we had

opportunities for growth are either limited

lost our jobs, we would come to appreciate

by formal educational requirements

what this means all the more.

(J.D., MD, MBA, PhD, etc.) or are simply unavailable.

So, when that child asks you what you do for a living, don’t forget to add that you do something that is essential. So essential,

in fact, that even in the midst of a pandemic you reported to work! So, “What do you want to be when you grow up?”, the child was asked. “An Association Manager,” said the child of the parent who came home each day from an essential job and talked about all the ways in which they helped others!

Hamlet Vazquez, MCAM-HR, is general manager with Action Property Management, Inc., ACMC in Long Beach.

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The New Rules of Engaging Community Members & Staff By Marne Logan, CCAM-LS

I say “new rules”, but it is not so much new rules as we have been heavily in the midst of the viral experience in mass proportions already. It is just how we are handling that experience that is the kicker. Certainly, you could say that engagement has morphed into a whole new animal this year since the events of March and April changed how we do engage and move forward. In the beginning, I decided that I was going into work no matter what was mandated as I did not want to leave my community high and dry. Most of my fellow compatriots felt the same way. It was the right thing to do. Good news, that down road a couple of weeks, we, the management framework for a plethora of communities, would be considered essential to the workforce. Phew!

Necessity creates and stimulates some great inventions, thoughts, interactions, and processes.

As you would guess, moving forward is the common thread and like any kind of change, there are some who are more reluctant than others to put one foot in front of the other. I am not wild about the kind of changes that have been forced upon us all, however, being smart and leadership minded about moving through those changes is also the key and a must.

I digress. There are government-mandated closures that took effect quickly and left us all spinning in place with a lot of energy and questions and not a lot of answers or movement, in a positive manner. In our industry, luckily, community members familiar with the digital age transitioned more quickly than those who are resistant to technology as you would imagine – especially 44

Vision Winter 2020 | cacm.org

important, since it would become our primary point of interface. Staff at almost every community location are in the digital age and can’t even contemplate going back to what some would consider the Stone Age (before cell phones, texting and instant messages). So, here we are in the fall of 2020 and a smidgen of light at the end of the tunnel, less restrictions, I hope is at hand. However, in the meantime necessity creates and stimulates some great inventions, thoughts, interactions, and processes. I posed some questions to Carl Weise, CAMEx, CCAMHR.AA and General Manager at Four Seasons at Terra Lago, due to his innovative staff and highly positive outcomes regarding his collective pandemic muscle. As soon as the virus haze and spin diminished, Carl and staff were ready with creative assistance and support for each other and for the community. Phone was an obvious prerequisite–calls increased and staff were kept quite busy mapping out solutions via electronic means of every known variety. However, in Carl’s words, there was still some need for in-person interaction that could not be avoided–sometimes, faceto-face is the only way to accomplish a goal and support either staff or a community member in need. For example, owners with architectural applications began submitting their over-sized blueprints via dropoff locations along with physical samples needed for the submittal. (Distances have been kept and masks are required and gloves when handling documents from owners.) Or, oftentimes, a face-to-face is needed for a completely frustrated and angry community member,

who just needed to vent and know there was support, and that they were not alone. Other than the ARC applications and a few person-to-person meetings, at a distance of course, these days, most everything, is digital or virtual. Zoom is a household word now. My staff and Carl’s staff immediately assisted community members, if they were not already familiar with Zoom and their community’s website, with training sessions and how-to’s from soup to nuts on how to use Zoom and the best ways to set up their accounts and log into the community website(s). I know he and I are both proud of the way our staff has jumped in and made the community members’ lives easier, and the transition to all digital or virtual a smoother process and less intimidating. Both of our communities are 55+, so some of our members had challenges that many overcame easily. It is great to empower members with the ability and confidence to march forward. This comfort level for community members was a process and now, months later, it seems more like it is being embraced positively. This is pretty wonderful just considering everyone’s adaptability. Carl says Adrianna Ramirez, Lifestyle Director at Four Seasons Terra Lago, has modified everything she does for the

We can hear the facts, react to them, plan for them and no longer be pushed off course by them. community to an online platform. Sound familiar to any of you? I bet it does. One of the first events she hosted and presented was a workshop to aid homeowners in getting comfortable with the online “Quaran-tivities.” A few of these online platforms for the “Quaran-tivities are: 1. Zoom Around The Room 2. Live Trivia Game Show 3. Pet Photo Contest 4. Scrolling Through Memory Lane – Brain Game Just like all things new, there was some experimentation to learn how community members preferred to participate. “We have learned to create a mixture of live, timed events, and other events that can be accessed at the user’s leisure,” Carl says. The new engagement for Terra Lago residents is evident. CONTINUES ON PAGE 46

cacm.org | Vision Winter 2020

THE NEW RULES, CONTINUED FROM PAGE 45

For staff, Carl says, “We have learned how to physically space our work environments and respect each other even more. We take mask wearing and workstation cleaning very seriously. We do see it as protecting each other.” What has been the impact? “The pandemic has made us more aware of so much,” Carl said. “We have a very solid work team, and this virus threw us all a curve ball, packed with initial uncertainty. The unknown is scary. In a few short months (which seems like 3 years), we have learned that we can hear the facts, react to them, plan for them and no longer be pushed off course by them. We have learned that we are resilient, professional, compassionate, empathetic, caring, and SAFE.” How has the pandemic changed how you manage? “Prioritization has always been a part of management. I see some difference when I overhear a homeowner who is upset… I try to jump in and recognize that they may be reacting to external COVID-related issues,” he said. “This is a time for us all to take some extra time to be even more forgiving of those who are angry, frustrated, etc. It is tough on all of us and all of our residents. Grace is needed more than ever.”

All in all, this interim dynamic of COVID has produced many flux scenarios. Many of you bright General Managers and Community Association Managers have already addressed this flux situation with more communication plus creative communication. Carl and I keep communication flowing with weekly updates to both the board and the community on general community issues. He has also included in his weekly community and board update a static element for addressing COVID changes when needed. Where some of us differ is my weekly updates are for my board and then I compile a community wide newsletter every few weeks, as well as supplemental COVID update to keep everyone in the loop (my community is seasonal and most reside in their primary residences out of state and out of the country). In closing, I will try to resist using the now-cliché “we are all in this together” phrase as it really does not begin to describe impact, interaction, effect, flux, or outcome of our current environment. I will say instead that we are collectively moving forward, elevating our engagement to uplift communities and each other in these unique times. Sharing how we move through the COVID haze will give us each better understanding of and how to indeed move forward as strategic leaders.

Take time to be even more forgiving of those who are angry and frustrated. Grace is needed more than ever.

Marne Logan, CCAM-LS is a general manager for The Management TrustCalifornia Desert, ACMC.

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BY MARK GUITHUES, ESQ.

COVID PROJECTS AND YOUR

A R C H I T E C T U R A L P R O C ES S 5 STEPS TO ACHIEVING ARCHITECTURAL GREATNESS. The interweb is awash with COVID projects accomplished or to be accomplished while we all stay at home. These projects, combined with the disease’s induced stress, have led to voluminous architectural applications (or not) and an unprecedented level of anger when owners don’t receive immediate approval for their visions. Here are five steps for achieving architectural greatness at your community.

1. KNOW WHO THE ARCHITECTURAL COMMITTEE IS. Seems easy enough, but that ad hoc nosy and generally annoying neighbor may not have been appointed by the board at all. A board, serving as a default committee, may not have identified itself as serving in that capacity. Some committees are separately elected, like directors, and don’t necessarily serve at the pleasure of the board.

ACTION ITEM Read the appointment process in the community’s CC&Rs and try to find a way to document that yours is done right, before enforcement begins. CONTINUES ON PAGE 48

cacm.org | Vision Winter 2020

ARCHITEC TUR AL PROCESS, CONTINUED FROM PAGE 47

2. UNDERSTAND THE AUTHORIT Y OF YOUR ARCHITECTURAL COMMITTEE. Your particular committee’s authority to limit or control an owner’s specific architectural improvement is contained within that unique language described in the community’s governing documents. Do not assume that your committee’s vague understanding that they “control all improvements” allows them to stop improvements in a private side-yard, back-yard or exclusive use area.

ACTION ITEM Provide your committee with the specific enabling language of the architectural provisions of the CC&Rs and discuss their scope of authority before evaluating applications. While you’re at it, distribute and discuss a copy of Civil Code §4765, the

controlling statute for the architectural approval process.

security screen doors, paint schemes and satellite dish locations.

3. KNOW THY ARCH REGS.

ACTION ITEM

Most CC&Rs contain authority for the board to enact further architectural rules and regulations (and usually fines). Such rules must be enacted like any other rule in accordance with Civil Code §4360. Communities should use their rules to clarify apparently conflicting or ambiguous language existing within their CC&Rs. Then, proposed rules should be reviewed by legal counsel to confirm they augment, but do not conflict with, the CC&Rs.

Have your committee read and internalize the specific provisions of your community’s architectural rules and regulations before they start evaluating architectural applications. Like all rules, architectural rules should be distributed to the membership annually as part of the Annual Policy Statement.

CC&Rs generally lack specificity as to process and standards. Process should include prompt deadlines for review, information about committee meetings and any records of written decisions. There should be an explanation of why an owner’s application is disapproved, along with a process for appeal to the board as well as common standards including “pre-approved” items like pre-selected

4. UNDERSTAND YOUR DISCRE TION. Depending on the language of the CC&Rs, the authority of the committee can be quite broad when it comes to discretionary or “subjective” decisions. For example, when analyzing CC&R language authorizing a committee to deny applications based on “attractiveness” and “artistry,” one court found that “such qualities have never been measurable or

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quantifiable. Therefore, we conclude as a matter of law the association and its subordinate entities maintain the power under their enabling covenant to apply both subjective and objective criteria when evaluating the merit of proposed improvements to covenant property.” Analyzing the same CC&Rs, a later court concluded “…where the record indicates the [committee] acted within the authority granted to it by the [CC&Rs], pursuant to a reasonable investigation, in the best interests of the community and not in an arbitrary manner, we will respect and uphold their decisions.“

ACTION ITEM Make sure your committee understands that, within the above described parameters, it can and should exercise its discretion when approving or disapproving a proposed improvement.

5. NAIL YOUR CONSISTENCY. The key to avoiding legal conflict over the above discussed discretion is to treat “like circumstances similarly.” No less than California’s Supreme Court, when discussing enforcement of such restrictions stated: “…when an association determines that a unit owner has violated a use restriction, the association must do so in good faith, not in an arbitrary or capricious manner, and its enforcement procedures must be fair and applied uniformly.” This means that your committee should clearly communicate the reasoning behind their approvals and disapprovals.

Taking time to identify and train your architectural committee is the best way to prepare it for addressing the various springing COVID projects within your community. The best way to avoid the stress of the voluminous architectural applications and unprecedented levels of anger is to make sure your community’s committee is ready with a keen understanding of the parameters of their authority, encourage them to exercise their discretion and taste within such parameters, and have them document the reasoning behind their decisions.

ACTION ITEM Require your committee to clearly identify the reasons that applications are denied or approved so that there is clear justification for approval, and often more importantly, differentiation for future applications that don’t measure up to such standards.

Mark Guithues, Esq. is an attorney with Community Legal Advisors and serves on CACM’s Law Journal Editorial Committee.

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Thank you to our sponsors for the third quarter of 2020 for their generous contributions. The next time you encounter a CACM Sponsor, please join us in acknowledging the work and generosity of these supportive members. Advanced Painting & Wood Repair

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Thank you! CACM

DONORS

CACM wishes to thank the individuals and companies below who so graciously have donated to ensure our non-profit continues to provide quality education and resources to the California community management industry. We are #StrongerTogether when we are #CACMStrong.

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upcoming courses

Course Calendar

COMMERCIAL & INDUSTRIAL CID MANAGEMENT Online

Session 1 of 3 January 5 1:00 PM - 3:00 PM

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CALIFORNIA LAW SERIES Online

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CALIFORNIA LAW SERIES Online

PORTFOLIO MANAGEMENT Online

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Session 5 of 8 April 1 1:00 PM - 3:00 PM

Session 1 of 6 January 12 9:00 AM - 12:00 PM

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Session 6 of 6 February 11 1:30 PM - 4:00 PM

Session 4 of 8 March 30 1:00 PM - 3:00 PM

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FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS Online

Session 1 of 2 February 3 9:00 AM - 11:00 PM

Session 2 of 2 February 3 1:00 PM - 3:00 PM

INSURANCE PRINCIPLES Online

February 23

11:00 AM - 2:00 PM

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS Online

Session 1 of 2 March 10 9:00 AM - 11:00 PM

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ADVANCED ETHICS: LEADERSHIP & DECISION MAKING Online

Session 1 of 2 February 3 9:00 AM - 11:00 PM

Session 2 of 2 February 3 1:00 PM - 3:00 PM

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CACMâ&#x20AC;&#x2122;s Education and Credentialing Team has transitioned all educational courses to an online platform through April 2021. Please contact a member of the Education team for further details and schedule. ADVANCED ETHICS: LEADERSHIP & DECISION MAKING Online

Session 1 of 2 March 10 9:00 AM - 11:00 PM

Session 2 of 2 March 10 1:00 PM - 3:00 PM

ETHICS MASTERY Online

Session 1 of 2 February 3 9:00 AM - 11:00 PM

Session 2 of 2 February 3 1:00 PM - 3:00 PM

ETHICS MASTERY Online

Session 1 of 2 March 10 9:00 AM - 11:00 PM

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EFFECTIVE MEETINGS & ELECTION TOOLS Online

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Session 2 of 2 February 25 1:00 PM - 3:00 PM

BASICS OF ASSOCIATION MANAGEMENT SERIES

ENHANCE YOUR PROFESSIONAL PRESENCE

Online

Session 1 of 8 February 10 9:00 AM - 11:00 AM

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Session 2 of 8 February 11 9:00 AM - 11:00 AM

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Session 3 of 8 February 17 9:00 AM - 11:00 AM

Session 7 of 8 March 3 9:00 AM - 11:00 AM

Session 4 of 8 February 18 9:00 AM - 11:00 AM

Session 8 of 8 March 4 9:00 AM - 11:00 AM

BUDGETING Online

Session 1 of 2 Session 2 of 2 March 2 March 5 10:00 AM - 12:00 PM 10:00 AM - 12:00 PM

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CONFLICT RESOLUTION FOR COMMUNITY MANAGERS Online

Session 1 of 2 March 17 10:00 AM - 12:00 PM

Session 2 of 2 March 19 10:00 AM - 12:00 PM

HUMAN RESOURCE MANAGEMENT Online

Session 1 of 3 March 23 9:30 AM - 12:00 PM

Session 3 of 3 March 26 9:30 AM - 12:00 PM

Session 2 of 3 March 25 9:30 AM - 12:00 PM

Please Note: In order to receive CEU course credit all modules within the course must be completed.

UNWAVERING PURPOSE AND UNMATCHED EXPERIENCE CC&Rs and Rules Enforcement Document Amendments Elections and Recalls

Whitney | Petchul A T TO R N E Y S A T L AW (949) 766-4700 whitneypetchul.com

Dispute Resolution Civil Litigation Board and Management Training cacm.org | Vision Winter 2020

Vision Winter 2020 | cacm.org

Vision Magazine Winter 2020

Articles inside

COVID PROJECTS AND YOUR ARCHITECTURAL PROCESS

The New Rules of Engaging Community Members & Staff

What Do You Want To Be When You Grow Up?

PANDEMIC LOVE

Call Us the Overcomers

CEO of Your Life

THE REBOOT

Are you fighting mental fatigue and burnout?

in the board room

Spotlight on Education

BYE BYE 2020

California Nears 55,000 Associations in 2020

Economic Recovery is Swift

president’s message