Vision Magazine Summer 2014 by CACM-California Association of Community Managers

SUMMER 2014 THE VOICE OF CALIFORNIA COMMUNITY MANAGERS

The Path To

The Water Guru Tells All

Irrigation systems, drought prep and savings tips

2013 Annual Report Organizational stats, figures and highlights

Electric Vehicle Planning

Steps to get your association plug-in ready

Learn more at

CACM’s new statewide consumer awareness campaign, “Community Champions,” has generated nearly 15 MILLION positive impressions about your professional value since it launched in March 2014. In an effort to promote your profession throughout California, CACM has produced several elements for the campaign that have initially launched in Sacramento and San Diego, including:

• Radio spots • Print advertisements • Online advertisements • TV spots • Promotional videos • Consumer website

Board members and consumers are interested in learning more about how you enrich their communities: The MyCommunityChampion.com website alone has generated more than 12,600 views in its first 11 weeks! Check out all the campaign elements at www.cacm.org/about-us/consumer-ad-campaign.html.

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CACM exists so that

members enjoy an

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| Vision Summ

SUMMER 2O14

F e at u r e s

Sustainability Starts with You How to manage with conservation in mind By Bobbie Gaffney, CCAM, PCAM

The Water Guru Tells All Irrigation systems, drought prep and savings tips By David Silva, CWM, QWEL

What’s in Your Landscape Agreement? Five things to consider before signing on the dotted line By Matt Davenport

Brighten Your Community’s Path with Sustainable Lighting

By Kimberly Weiss

A Roadmap to Water Conservation

By Suzanne Harris

10 Ways to Reduce Your Carbon Footprint

By Sascha Macias

Vision Summer 2014 | www.cacm.org

Taking Care of #1 Learning how to practice selfsustainability By Dean Jackson, CCAM

Plug-In Electric Vehicles: Coming to a Garage Near You Tips to help you get ready By Joel Pointon

The Pros of Transportation Sharing

By Tara Graviss, CCAM

Utility Audits

Save on cost & consumption By Erin Kelly

Working with Water Options to lessen water bills and increase ROI

By Clint McClure, CCAM

news bits

Congratulations Managers

2013 Annual Report

New Affiliate Members

Thank You to Our Sponsors

New Manager & Management Firm Council Members

55 56

Member News 2014 Southern California Law Seminar & Expo

D E PART M ENTS

President’s Message

From the Roundtable

Summer Calendar

In the Boardroom: The Agenda for Sustained Board Success

By Karen D. Conlon, CCAM

A Message from the Board

By Clint McClure, CCAM

Spotlight on Education

Advertiser Index

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Vision

THE VOICE OF CALIFORNIA COMMUNITY MANAGERS

Summer 2014 • vol. 23, no. 2

President & CEO | Karen D. Conlon, CCAM

Vice President | Vicki Hite, CAE, CCAM Managing Editor | Brenda K. Teter Assistant Editor | Emily Ball Advertising | Tabitha Rommens

Editorial Advisory Committee Matt Davenport Monarch Environmental, Inc.

Kay Ladner, CCAM Desert Horizons OA

Bobbie Gaffney, CCAM, PCAM The Gaffney Group, Inc.

Vicki MacHale, CCAM ARK Management

Patty Garcia, CCAM, PCAM MCM, LLC

Clint McClure, CCAM McClure Management, Inc.

Tara Graviss, CCAM Walters Management, ACMF

Susan Sharp, CCAM J.D. Richardson Company

Dean Jackson, CCAM Pacific Park Plaza HOA

Lori Storm, CCAM FirstService Residential California, LLC

Vision magazine is published by CACM four times annually to members, affiliates and supporters of the California Association of Community Managers. Magazine content ©2014 CACM. 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 does not constitute an endorsement by CACM. CACM assumes no responsibility for return of photos or art and reserves 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: California Association of Community Managers, Inc. 23461 South Pointe Drive, Ste. 200, Laguna Hills, CA 92653 949.916.2226 • Fax 949.916.5557 • bteter@cacm.org Attn: Brenda K. Teter

About CACM Founded in 1991, the California Association of Community Managers, Inc.SM (CACM), is the only organization in California whose membership is comprised entirely of community association managers and association practitioners. CACM empowers a network of community management professionals working in large scale, portfolio, resort and high rise homeowners associations to share and apply California’s most effective community management practices. CACM is the leading resource for California-specific education, events, activities, products, services and networking opportunities to help managers and management companies achieve excellence in the industry. Learn more at www.cacm.org, or email info@cacm.org. Do we know where you are? Attention CACM members: Have you changed jobs or moved to a new location? Go to www.cacm.org and update your profile so you don’t miss your next Vision magazine or any other important CACM communications.

Vision Summer 2014 | www.cacm.org

Starting Your Path to Sustainability

ature always has a way of letting us know when its sustainability is threatened. This was made abundantly clear to me during a trip to Kenya many years ago. I visited several animal preserves, but the one that struck me most was the Tsavo preserve. At the time I was there (1987) the elephants, rhinos and leopards in Tsavo had been ravaged by poachers and the Kenyan government did little if nothing to stop the practice. The interest in preserving this land was almost non-existent. As barren as the landscape and animal kingdom was, I was blessed to have witnessed a very rare leopard sighting. Until the people and government of Kenya became aware of and incensed by the devastating effects of the poaching activities, the entire animal eco-system suffered, as did the area’s tourism trade. Through renewed self-awareness of the eco-dangers, the institution of proper guidelines and the support of the government, Tsavo has recovered and now thrives as a popular tourist attraction with wonderful animal wildlife and a thriving eco-system. I tell you this story because, while the state of the Tsavo region may seem far removed from us here in California, the sustainability of your community associations is likely at the top of your mind, and the lesson in awareness is an important one. In order to identify and implement sustainability strategies for your communities, it takes dedication on your part to be aware of the latest innovations. This issue of Vision aims to help. In these pages you’ll find practical case studies and insights into how you can create a more efficient, sustainable community for the board members and homeowners you serve. These articles cover the full spectrum – from energy management, to irrigation technology, to self-sustainability. The latter is extremely important in the business of community management, and it starts with self-awareness. Self-awareness will improve your judgment and help you identify opportunities for professional development and personal growth. It is you, the community manager, who will bring the creative ideas and sustainable solutions to the table. Thus, it’s important to be keenly aware of how you can maintain the value you bring to your associations – through continuing education, self-improvement and professionalism. Awareness is the common thread here, and I hope this issue of Vision keeps you focused on navigating the sometimes difficult path to sustainability in your communities and your career.

Karen D. Conlon, CCAM President & CEO

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How to manage with

Sustain Starts w

By BOBBie GAFFN

Vision Summer 2014 | www.cacm.org

conservation in mind

nability with You

NEY, CCAM, PCAM

Sustainability is important in making sure we have and will continue to have the resources necessary to protect human health and our environment. Sustainability is based on one simple principle: Everything that we need for our survival and well-being depends, either directly or indirectly, on our natural environment. Community associations should work to meet the community’s present needs, while also preserving the association’s essential character and ensuring future generations have the ability to meet their needs. This involves basing our community management decisions on the effects they may have on economic, environmental and social issues, including the impact financial decisions may have on individuals’ or the association’s income or spending; how community practices affect the air, water, land and global climate; and how each decision impacts the community’s welfare. There are many things that we as community managers can do to assist our associations in achieving sustainability, including: • Replace light bulbs in buildings and common areas with brighter, more energy-efficient bulbs. Brighter lights will create a more pleasant atmosphere and increase security. (See sample case study on page 24 to show your boards how this approach can save money.) • Adopt sustainable landscape practices. Use quiet, zero emissions, battery-powered landscape equipment. Opt for natural or organic products for weed and pest control. • Reduce – Reuse – Recycle. Recycling is cost-effective waste management. The reprocessing of materials into new products prevents useful materials from being wasted, reduces the consumption of raw materials, and reduces energy. • Draft or restate the CC&Rs to support and promote sustainability efforts. Architecture and Continued on page 10

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Sustainability Starts with You Continued from page 9

landscape guidelines generally favor keeping the community looking neat and consistent. Associations should consider resetting the underlying values to expressly permit sustainable activities, such as vegetable gardens, composting, solar panels and architectural changes that promote more sustainable living.

Exploring All Options To begin to achieve sustainability we must know what resources are available to us. The first place to look is the local utility companies. • Most water districts provide free water conservation devices, water audits, landscape workshops and water awareness programs to help with water conservation. Many districts have rebate and incentive programs that may reimburse the association tens of thousands of dollars for landscape renovation/water conservation projects, especially when they involve turf removal. • The gas company has a great deal of information available on energy efficiency. Many gas companies provide ways-tosave tools, incentives for energy efficiency improvements and rebates. • Your local electric company can provide information on energy efficiency, savings and incentives. Many electric companies will perform a free energy audit. Request a rate analysis to make sure your association is not being overcharged. Your electric company should also be able to provide information on electric vehicle charging. • Contact your waste management company to obtain information on local recycling. They can assist you with the disposal of household recyclables, as well as green waste, hazardous materials and e-waste.

Vision Summer 2014 | www.cacm.org

To begin to achieve sustainability we must know what resources are available to us.

In addition to the local utility companies, speak to your service providers. Ask your electrician or lighting expert about ways to reduce your electric consumption. Talk to your landscaper about water conservation and the introduction of eco-friendly maintenance techniques. Contact several solar providers to investigate the use of solar gas and electric for your communities. The California Department of Conservation administers programs vital to California’s public safety, environment and economy that you may find helpful; visit www.conservatrion.ca.gov for more info. The Environmental Protection Agency (EPA) offers conservation tools, including the MyEnvironment website (www.epa.gov/myenvironment), which is a mapping tool that provides a wide range of information about environmental conditions in an area of your choice. The EPA also offers pollution prevention activities and resources that explain solid and hazardous waste issues to help you improve your community environment. Implementing sustainability practices into your community associations may not seem like it makes a sizable impact. But, collectively all the efforts we as an industry make to conserve and protect can help create a better environment for us and future generations. It’s imperative that we put what we learn about sustainability into practice in our associations, including the benefits of solar energy, expanded xeric landscaping efforts and water conservation methods. These practices can help protect resources across California and the nation for years to come.

Bobbie Gaffney, CCAM, PCAM, is President of The Gaffney Group, Inc. in Palm Springs.

Trust Relationships Results

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www.cacm.org | Vision Summer 2014

n today’s vernacular, the word “sustainability” most often refers to ecological and environmental issues. And, in fact, much of this issue of Vision magazine highlights the physical aspects of the communities we manage and how we might make those communities more environmentally responsible. But what about the sustainability of an organization? The Board of Directors is charged with the responsibility of ensuring that CACM, as a member-based association, is sustainable by meeting the needs of the present without compromising the 12

Vision Summer 2014 | www.cacm.org

ability of future members to meet the needs of the organization. And, what does this really mean about our Board actions today? Over the past few months, and on the Board’s behalf, I have sent messages regarding the pending retirement of CACM’s President & CEO, Karen Conlon. The great news is I have heard from several members directly, which has led to many discussions about the Board process in our search for a new CEO. A few of the more engaging conversations included questions about why the Board felt it necessary to hire an executive search firm: Why go outside our industry? Why not promote automatically from in-house staff? Why does the process take so long? Simply put, we began with the end in mind. We recognized that while Karen came into her position with a background in common interest developments, CACM requires a CEO that has direct background in working with large, not-for-profit member organizations that are similar to, but different from, HOAs. (Insight into this career path can be found through the American Society of Association Executives at www.asaecenter.org.) We also want whomever is finally selected to be set up for success. Following Karen in the CEO role is going to be extremely challenging; she has served as the CEO for more than 22 years and in many ways is an iconic symbol of CACM. Stepping into the CEO shoes is a daunting task. Had we simply promoted from existing staff, there would have been significant feedback and political ramifications – plus, a handful of CACM members expressed interest in applying for the position. If the Board had failed to create an open application process, any internal candidate could potentially be faced with suggestion and innuendo that the position wasn’t earned. An important side note: any active board member is explicitly prohibited from

applying for the CEO position. So, if a board member wished to submit an application for the CEO position, he or she would be required to resign from the Board first. As we all know, a thoughtful and careful process is often a lengthy process. By using an independent, skilled and objective third-party executive search firm, we hope to ensure the selection process is unbiased and conducted with high standards. Once the search firm was selected, effort was required to outline and confirm the overall profile for the position itself; we had to quantify what skills were needed and expected for this important role at CACM. Candidates must then proceed through the search firm interview process before review and potential interviews with the search committee. And, finally, the Board is involved with the final approval and selection of our new CEO. We know that Karen, as an individual, is irreplaceable. Through these steps, however, we plan to find a CEO that can meet the needs and expectations of todayâ&#x20AC;&#x2122;s members, as well as consider the future of CACM and lead our members to that future. On behalf of the CACM Board, Melinda Young, CCAM, PCAM Board Chair

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By David Silva, CWM, QWEL

THE WATER GURU TELLS ALL Irrigation systems, drought prep and savings tips

Vision Summer 2014 | www.cacm.org

Landscaping is an important part of any community, and not only for aesthetic purposes. Plants positively alter the environment by reducing carbon emissions, improving air quality, providing food, creating oxygen and sustaining life. During periods of climate change, we need to adapt our practices to protect trees and plants and make choices that preserve our landscapes for the future. Since large communities typically have large landscape areas and large water bills, it is imperative to prepare for outdoor irrigation restrictions that will be in effect during the long, dry summer ahead. Here is a checklist for you and your landscaper to discuss:

• If you have a water meter, learn how to read it so you can easily determine if you have leaks. • Turn on each sprinkler zone and see how much time it takes to start generating runoff. Round down sprinkler times to the nearest minute and set that time as your maximum run time for each station. Program your controller for multiple run cycles.

How can I maximize my association’s landscape water savings?

How can I prepare my association for a drier future?

• Schedule a CLCA Certified Water Manager to conduct a water use audit to find out how much water you are using and how much you really need. A water manager can help you select native and droughttolerant plants, alter your irrigation configuration and adjust controller settings. An audit will provide you with a comprehensive water budget and a customized plan to develop further water savings. • Incorporate new sprinkler heads and smart controllers into your irrigation system to maximize water savings.

• Make sure your irrigation system is efficient, pressure regulated and consistently updated with the latest water saving technology. • Study your landscape and the local community. Examine the longterm survivability of your current landscape and incorporate plants appropriate for your climate. • If your area is at risk for fire, add native and/or fire resistant plants and learn how to otherwise protect your property. • Study your environment, identifying animals that live in the area so you can make informed ecological choices.

How can I protect the trees in my association? • Use allotted water on trees first. Trees are expensive to replace and, if lost, the surrounding temperature increases. Trees offer shade and protection for some lawns and other plants that may not survive the hot sun without them, and they provide shelter and/or food for birds and other animals. • Ask your landscaper about implementing these practices in your association: – Drill several holes, 4-inches wide and about 24 inches to 30 inches deep, around tree bases, being careful not to damage roots. Fill the holes with compost, which will allow the water to reach tree roots. – Another option is to put a garden hose on a timed, low drip flow to get the water down deep. You can also install a temporary drip system tied into a hose bib, or use a soaker hose on the surface to slowly water the base of the tree. Continued on page 16 www.cacm.org | Vision Summer 2014

Photos courtesy of Gardenworks, Inc., Healdsburg, CA.

The Water Guru Tells All Continued from page 15

What should I do now? Talk to your landscape professional to see if they can implement the following in your association: • Heavily mulch all flower and soil beds. Mulch helps to keep water in the soil. Do not use rocks or gravel because they add heat to the soil and moisture evaporates more quickly. • Mow grasses such as fescue, rye and Kentucky blue grass at three to three and a half inches to promote deeper root growth and hold more moisture. • Aerate lawns, filing the holes with compost so water can infiltrate deeply. • Prune before April or don’t prune at all. Pruning stimulates growth, which will require more water. Existing growth also provides additional shade to the soil, helping to retain moisture. • Hold off on high nitrogen fertilizers during a drought. Fertilizers encourage growth, which means plants need more water. • Fix or replace any broken sprinklers and repair leaks.

Vision Summer 2014 | www.cacm.org

What are some good tips for watering during a drought?

Bringing in a Certified Water Manager can help reduce water bills and maintenance costs while keeping the landscape beautiful, healthy and thriving.

• Start watering early, and finish before 9:00 am. • Set your spray irrigation timer to run half the normal time and run a second cycle at least half an hour later. This will dramatically reduce runoff. Average time should be five minutes or less per cycle on a level site. • Consider installing a smart controller, which monitors the weather and adjusts watering accordingly. • If a six-inch screwdriver slides easily into the soil, then wait before adding more water. Soil may look dry, but may still have plenty of moisture.

What if I can water only one or two days a week? • Program your sprinkler for multiple start times with run cycles about five minutes each. Repeat the cycles three to four times at least 30 minutes apart. If runoff occurs, reduce the number of minutes per cycle. • Mow lawns higher and less frequently. When mowing, do not take off more than 25% of the blade height. David Silva is the California Landscape Contractors Association’s self-proclaimed water guru and has managed the association’s Water Management Certification Program for the past six years.

Why Choose a Certified Water Manager™? To take the lead in our state’s water conservation effort, the California Landscape Contractors Association (CLCA) established a comprehensive, performance-based Water Management Certification Program. This program trains landscapers how to effectively budget water through efficient scheduling and inspect and audit irrigation systems for waste. It also offers them alternative solutions for reducing water runoff through plant selection and water efficient technology.

Why are Certified Water Managers essential? Because many Californians overwater their landscapes by more than 50%, opening the door to weeds, destructive pests and a wide spectrum of plant diseases, including root rot. Over-irrigating also erodes patios, walkways and fences. Bringing in a Certified Water Manager can help reduce water bills and maintenance costs while keeping the landscape beautiful, healthy and thriving.

For more information on preparing for the drought, attend one of CLCA’s Landscape Water Conferences being held in partnership with regional water agencies in Alameda and San Diego this summer. These conferences are aimed at community managers who want to learn more about landscape water management. To learn more or to find a CLCA Certified Water Manager, go to www.clca.org/water-pro.

www.cacm.org | Vision Summer 2014

What’s in Your Landscape Agreement? Five things to consider before signing on the dotted line

Whose document is it? In many cases, the landscape contractor generates the contract and specifications. While this may be convenient, the agreement typically favors the group who prepares the document. Having a clear set of landscape specifications that represent the specific needs of the community will pay dividends for the community when they are utilized in the agreement.

Is it performance based? In the past 30 years in the green industry, “body count” contracts have become more popular. In these cases, the association dictates labor to the bidding landscape contractor based on a myriad of assumptions and expectations. Be cautious of the “body count” method that requires the contractor employ a specific number of persons on site for a specific number of days, as this limits creativity and efficiency. A performancebased agreement, on the other hand, emphasizes performance rather than the number of workers on site. Contractors are incentivized to be more efficient and less labor is needed to perform the job at hand.

Is it measurable? What makes a landscaper successful in the eyes of the client? Believe it or not, most landscape contractors can't answer this question either. Providing measurable goals and expectations removes ambiguity and inserts results-oriented communication. Remember, the role of the contractor is not to make you happy – it’s to fulfill their contract.

Is water management considered? Landscape agreements should include clear language regarding water budgets, penalties and expectations. The landscape contractor’s role has changed over time. Green grass used to be a key indicator of a good landscaper. Today, a proficient contractor should maintain a green lawn with water conservation in mind. While the appropriate amount of water varies from zip code to plant type, creating a water budget and requiring the contractor meet or exceed that number should be universal.

Is it duly executed? This one should be easy. Contracts must be signed to be valid. Unfortunately, a signed agreement can be hard to locate after the fact. To better protect both the landscape contractor and the community, make sure that an executed contract is delivered and stored with your management records.

Contributed by Matt Davenport, President of Monarch Environmental in Laguna Niguel.

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achieving professional excellence

Congratulations Managers

It is with 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 Manager (CCAM) and Specialty Certificate recipients for the first quarter of 2014.

New CCAMs

Specialty Certificates

Douglas J. Alves, CCAM

High Rise Community Management

Christie Alviso, CCAM

Hamlet Vasquez, CCAM

Deena Arvizu, CCAM Aaron L. Atnip, CCAM

Large Scale Community Management

Kizzy Bell, CCAM

Jessica Williams, CCAM

Taylor R. Benson, CCAM Juanita A. Cabriales, CCAM

Portfolio Management

Karen Cherry, CCAM

Jan Weiler, CCAM

Leah M. Craghead, CCAM Lisa M. Cupersmith, CCAM Janelle Dockham, CCAM RosaLea O. Dodson, CCAM

CACM Certification Programs

Tad Dodson, CCAM

Want to enhance your career and display a competitive edge? CACM offers three credentialing programs for community managers:

Ryan Figley, CCAM Christina N. Forrest-Painter, CCAM Noel A. Gimbel, CCAM Gina Gorman, CCAM

• Certified Community Association Manager (CCAM) certification • Specialty Certificate Programs • Master of Community Association Management (MCAM) certification

Monica D. Heredia, CCAM Andrew J. Hertel, CCAM Jill Kelley-Farrell, CCAM Clora C. Leraul, CCAM Patrick J. Magee, CCAM Peter Marino, CCAM Lynne Mast, CCAM Devon Miller, CCAM Betty Morris, CCAM Sharon O'Connell, CCAM Linda Oum, CCAM Katrina M. Tanjuakio, CCAM Chris Thierry, CCAM Juli Tilton-Traylor, CCAM Douglas A. Ward, CCAM Sandie Wheeler, CCAM Julie Wood, CCAM Debra Wolf, CCAM

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Learn more about these programs at www.cacm.org.

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Call (800) 922-7283 or email insurance@cacm.org Endorsed by California Association of Community Managers, Inc. (CACM) License # 0C41342 www.cacm.org | Vision Summer 2014

Brighten Your Community’s Path with Sustainable Lighting By KIMBERLY WEISS

Outdoor lighting in the U.S. uses the equivalent of 5 million tons of oil every year, or enough electricity to power every home in 19 large cities (like Long Beach, Oakland or Sacramento). But on the bright side, the combination of today’s innovative technology, conservation efforts and careful planning can work to create outdoor lighting systems that are sustainable and capable of slashing consumption in half, saving enough energy to power every home in 10.5 large cities every year. Since neighborhoods today are largely organized into communities that share a common interest, there is a grand opportunity to inspire action toward a greener, healthier tomorrow. In fact, community managers, equipped with

Vision Summer 2014 | www.cacm.org

practical tools, have the power to invoke change that will lighten the load for generations to come and transform the legacy left for tomorrow. As with anything of value, success is not automatic; making a difference requires careful planning and commitment. Designers of sustainable lighting systems incorporate all the technologies available – LED, fluorescent, solar, and advanced lighting controls – into plans that best accommodate each of the following requirements: 1. Human Needs Living in planned neighborhoods provides the

opportunity to address human needs in grand fashion â&#x20AC;&#x201C; needs that must not be overlooked. Outdoor community lighting can help keep us safe, guide our way, prevent accidents, create a sense of place and extend the daily timeframe for outdoor recreation. One lighting recipe will not suit every community though, as human needs vary with demographics. For instance, neighborhoods rich with seniors need higher light levels, better color rendering and deliberate transitional lighting to accommodate mature eyes. 2. Economic Feasibility Technologically advanced improvements are not

cheap, but living in community associations gives us the opportunity to pursue sustainable and economically feasible systems by harnessing a variety of financial tools. High-intensity discharge (HID) street and area lights can now be replaced with LED systems for an energy savings of 50% and zero maintenance for up to 15 years, all while producing better nighttime visibility. Still, decision makers often reason that delaying an upgrade until the budget permits, rather than borrowing funds to finance it immediately, is the best decision because the cost of interest would be avoided. In reality, postponement delays the savings and therefore has its own cost. Continued on page 24

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Case Study: Street Light Cost of Ownership Assumptions

• Utility charge per kWh is $0.18 (including taxes, but not rate increases) • Hours of use per day = 12 • Project includes converting the 30 existing 150 Watt High Pressure Sodium Streetlights to 65 Watt LED • Project Cost: $22,000 • Product Warranty: 5 Years • Rated Life: 50,000 hours (11.4 years)

Cost Analysis Annual Annual Total Annual Energy Cost Maintenance Operating Cost Cost

Existing HPS Proposed LED

$4,375.62 $1,537.38

Annual Savings

$1,620.00 $0

$5,995.62 $1,537.38

$4,458.24

Investment Recovery: 4.93 Years Initial Purchase Years 1-5 Years 6-10 Total Spent over 10 Years

EXISTING HPS LED UPGRADE

$0 $29,978 $29,978

$22,000 $7,686 $7,686

$59,956

$37,373

Total Savings

$22,583

Brighten Your Community’s Path Continued from page 23

Consider the following example: • Project Cost: $50,000 • Simple Payback: 5 Years • Monthly Savings: $833 / Annual savings $10,000

financing an immediate installation rather than waiting for 12 months effectively reduces the interest rate for borrowed funds to less than 0% and makes the system economically feasible.

If the project were postponed by 12 months, the community would pay about $10,000 more during that year than it would if the new equipment were installed immediately. Conversely, if the funds were borrowed at 5% interest for seven years, the community would pay about $9,100 in total interest over the life of the loan. In other words, the savings realized by

3. Environmental Concerns LED technology is a key component of any sustainable lighting system because it is truly green. In addition to using a fraction of the electricity of older lamp types, it eliminates hazardous chemicals and limits waste. A typical HID fixture will require five re-lamping cycles over a 10year period, but an LED fixture won’t

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require any service for 10 to 15 years. Imagine the benefits: • No concern about disposal of old lamps containing mercury • No fuel or pollution required to service those fixtures • No natural resources lost to manufacture the replacement lamps • No fuel used to move the HID lamps from the factory (most likely overseas), to the distributor, to the contractor, to the job site In addition to the traditional environmental concerns, today’s sustainable lighting systems should address light pollution, meaning light must be placed only where it’s needed and not allowed to spill up into the heavens or down into our bedrooms. This task is completely feasible with today’s advanced optics and fixture designs. 4. Aesthetic Satisfaction Beauty is an important part of the human condition – one that cannot be denied. It renews us and keeps us moving forward so we can persevere to pursue the requirements of the day. Outdoor landscape and architectural illumination is an art reborn, with LED light sources as the primary tool. We can now make the colors of flowers, plants and architecture “pop” like never before, all while consuming a fraction of the power. There is no doubt that a lighting revolution is underway, as innovative lighting technology makes dollars and sense. Green lighting technology provides an abundance of benefits – environmental, financial, health, safety and enjoyment. Our communities have the power to be the champions of tomorrow. So the question is, what will inspire you as a community manager to take action?

Kimberly Weiss is the President of Three Phase Electric Inc. in Irvine, California.

Keeping Communities Bright E st.1 9 8 9

Karen Conlon Presented with Joint Resolution from California Legislature Karen Conlon, longtime President & CEO of the California Association of Community Managers (CACM), was recently presented with a Joint Resolution by California Assembly Member Ed Chau and State Senator Mark DeSalunier honoring Conlon for her many contributions to California’s community association management industry. Chau is chair of the Assembly Housing Committee and DeSalunier is chair of the Senate Housing Committee. The resolution commends Conlon for “promoting and enhancing the highest level of performance for community managers in the state of California” and for her efforts to establish the Certified Community Association Manager (CCAM) designation – the first and only certification for community managers that focuses strictly on California law. Conlon also founded CACM’s Professional Standards Committee, which developed and enforces the organization’s Code of Professional Ethics among its members. Conlon was named president and CEO of CACM in 1992 and over the past 22 years has spearheaded numerous changes to California law to ensure the ethical, professional governance of homeowners associations statewide. Conlon will officially retire from CACM on Dec. 1, 2014.

Proudly Serving HOAs for 25 Years Certified Sustainable Lighting Consultants Full Service Lighting Maintenance Large/Small Lighting Projects LED & Solar Done Right Quality Products

Three Phase Electric Call Today for Free Consultation 800.429.4141 www.HOAlighting.com Los Angeles San Diego Inland Empire Orange County Lic C-10 #599757

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Southern California

upcoming courses & events

Date JUNE

4-5 5 5 5 10 11 11 12 12 17

JULY

8 10 10 15 17 31

AUGUST

5 7 7 12 13-15 14 19 20-21 21 21 26 27

Northern California

SEPTEMBER

10-12 17-18 18 18

Date JUNE

JULY

Course/EVENT

Course/Event Code

Location

California Law Series (Modules I-IV) Forum Luncheon Strategic Financial Planning Ethics for Community Managers Forum Luncheon Strategic Financial Planning Advanced Ethics: Leadership & Decision Making Ethics for Community Managers Conflict Resolution for Community Managers Forum Breakfast

CMM121-124 FRMOC FIN320 CMM130 FRMSD FIN320 LDR500 CMM130 CMM220 FRMCV

Laguna Hills Costa Mesa Camarillo Camarillo San Diego Laguna Hills Laguna Hills San Diego San Diego Palm Desert

Executive Webinar I Budgeting Ethics for Community Managers Executive Webinar II The HOA Puzzle Professional Development Seminar

WEB FIN300 CMM130 WEB CMM100 PDSSC

Online Ontario Ontario Online Laguna Hills Costa Mesa

Attorney Connection Webinar I Assessment Collections Ethics for Community Managers Attorney Connection Webinar II High Rise Community Management Explaining Financial Statements Attorney Connection Webinar III BAM Series (Modules I-II) Advanced Insurance Principles Advanced Ethics: Leadership & Decision Making Attorney Connection Webinar IV Explaining Financial Statements

WEB FIN210 CMM130 WEB SPC400 FIN220 WEB CMM101-102 INS300 LDR500 WEB FIN220

Online Laguna Hills Laguna Hills Online Laguna Hills San Diego Online Laguna Hills San Diego San Diego Online Palm Desert

Portfolio Management BAM Series (Modules I-II) Ethics for Community Managers Enhance Your Professional Presence

SPC430 CMM101-102 CMM130 CMM200

Laguna Hills San Diego Palm Desert Palm Desert

Course/EVENT

Course/Event Code

Location

INS300 SPC420 INS400 CMM121-124 FIN300 CMM130

Concord Concord Concord Sacramento Concord Concord

Executive Webinar I Enhance Your Professional Presence Conflict Resolution for Community Managers Executive Webinar II Large Scale Community Management Professional Development Seminar

WEB CMM200 CMM220 WEB SPC410 PDSNC

Online Concord Concord Online San Jose Concord

Attorney Connection Webinar I Strategic Financial Planning Advanced Ethics: Leadership & Decision Making Attorney Connection Webinar II BAM Series (Modules I-II) Attorney Connection Webinar III Attorney Connection Webinar IV

WEB FIN320 LDR500 WEB CMM101-102 WEB WEB

Online Sacramento Sacramento Online Walnut Creek Online Online

Fundamentals of Effective Governance Advanced Ethics: Leadership & Decision Making California Law Series (Modules I-IV)

BDA300 LDR500 CMM121-124

San Bruno San Bruno Walnut Creek

4 Advanced Insurance Principles 4 Active Adult Community Management 11 Risk Management in Community Associations 11-12 California Law Series (Modules I-IV) 18 Budgeting 18 Ethics for Community Managers

8 10 10 15 23-25 29

AUGUST

5 7 7 12 13-14 19 26

SEPTEMBER

Summer Calendar

11 11 17-18

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A ROADMAP TO

Water Conservation By Suzanne Harris

Over the past several years, advances in irrigation technology have given us a number of innovative products designed to save water. In our experience the most effective method for conserving water is to follow a plan that incorporates several components. Itâ&#x20AC;&#x2122;s a multifaceted approach and success depends on a knowledgeable professional.

Landscape Management Action P lan â&#x20AC;&#x153;Landscape managementâ&#x20AC;? means utilizing a qualified landscape professional to assist you in evaluating the landscape in terms of areas to completely eliminate or cut back irrigation, or to make recommendations for plant removals/ replacements. Below are some of the most important components community managers should consider: Replace annual color with lower water use natives or perennials.

Natives and perennials often require

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less maintenance than some annual flowers. Once established, these types of plants usually require less water than annuals and often have fewer pest problems. Convert turf grass to drought tolerant planting material, natives or just mulch. Mulch, for example, adds beauty and uniformity to the landscape. It conserves water by helping the soil hold in moisture, meaning your plants will be healthier because they will have greater root mass. Soil compaction will also be minimized. Tree service mulch is the most cost effective, as it is usually free. You only need to pay for the cost of spreading it. A three to five inch layer of mulch can reduce soil water evaporation by 70% compared to bare soil. Make aeration a priority. Plants need good, loose soil structure in order to grow. If your soil is compacted there is less pore space for water and nutrients to penetrate. When water is blocked from penetrating the soil, you have runoff. Aeration enables the root zone to receive oxygen, water and nutrients. Mow turf at higher levels. Taller grass will hold more water and shade

the root zone. Longer leaf blades will also encourage deeper, more efficient roots. Organic products save water and improve soil. The ideal soil in a water-conserving landscape does two things: it drains quickly and stores water. This is achieved by increasing the amount of organic material in your soil. Healthy soil is a combination of organic matter, microorganisms, worms, insects, mites, fungi and other living things. The organic approach is better in the long term because synthetic

fertilizers contain mineral salts that plant roots can absorb quickly. They are detrimental because salts build up and eventually become toxic and erode the soilâ&#x20AC;&#x2122;s living organisms. Once soil structure declines, its water-holding capacity diminishes.

Irrigation System Efficiency According to Sunset Magazine, overwatering is the cause of 80% of plant problems. Ensuring irrigation efficiency is a critical step in water management. Just this action alone can save you a bundle (one HOA client of ours saved more than 50% off their water bill!). Your landscaper should follow these tips to improve the efficiency of your water delivery system. The goal is to determine how much of your irrigation water is getting to the plant root. If it is not within a range of 75%, you have some work to do. Check for leaks and repair them. Many sites have breaks or leaks that

are undetected because the system is not checked regularly.

Upgrade spray to high efficiency nozzles.

These nozzles apply water more slowly and uniformly than conventional sprays and rotors. These nozzles are more resistant to wind, less likely to mist and significantly reduce run-off on to streets and sidewalks. Install rain sensors. These will automatically interrupt your system when they sense rain.

Weather Based Irrigation C ontrollers Once your irrigation system is operating efficiently, more savings can be achieved by installing smart controllers. Continued on page 30

Convert spray irrigation to drip for more efficiency. Drip irrigation

is an efficient water delivery system for many plants because the water is applied at the root zone. It eliminates overspray and can greatly reduce runoff. To be effective, however, requires proper management practices, design and installation.

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A Road Map to Water Conservation Continued from page 29

• Water Heaters - Gas and Electric • Back Flow Testing • Electronic Leak Detection and Slab Leak Repairs • Video Sewer Inspections • Sewer Jetting and Area Drain Maintenance • Trenchless Sewer Repair

24 HOUR EMERGENCY SERVICE

They utilize weather and site conditions to automatically adjust water application. Like the practices described above, this system’s success is dependent upon a knowledgeable operator who knows horticulture and water management. It will need regular monitoring by your water manager in order to work effectively. The investment is anywhere from $1,000-$2,000, plus the cost of installation. Multiple studies show that when managed effectively, smart controllers can save 10-50% water. Our findings report it takes two years at the most to recoup the investment in this system. There are a plethora of options now including stand-alone controllers, add-on and plug-in devices. Add-on or plug-in devices are lower cost and connect to existing controllers.

A Case Study The Garden/Garden 2013 study is a demonstration project that compares two adjacent front yards in the city of Santa Monica. One yard – the Native Garden – was planted with sustainability in mind, featuring drought resistant plant material, no turf, a drip irrigation system and smart irrigation controller. The other yard – dubbed the Traditional Garden – was comprised of 70% turf and flowering annuals (i.e., water loving plants). Each garden was of comparable size. Data such as water use, labor and waste production were recorded. The results were striking:

TRADITIONAL Garden Native Garden

6,000 gallons Annual Water Usage

250 lbs. Yard Waste

57,000 gallons Annual Water Usage

670 lbs. Yard Waste

80 hours Maintenance

15 hours Maintenance

On average, the sustainable garden uses 83% less water, generates 56% less waste and requires 68% less maintenance – all substantial figures that community associations can learn from when considering their landscape management plan.

Suzanne Harris is the Sales & Marketing Manager for Gardeners’ Guild, Inc. in Richmond, CA. 30

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our role as a volunteer director is tasking indeed. As a fiduciary for your association, you are directing and overseeing the operations of an entire corporation. At times your directorship may seem like an overwhelming full-time job, one where you are expected to complete all your duties in your free (volunteered) time. Sound impossible? Make the impossible possible by working with your community manager to implement these basic strategies that can lead to sustained board success.

AGENDA ITEM #1: Become an Informed Director First and foremost you must understand your role as a board member. Take the time to read and understand your association’s governing documents, which will lay out the operational architecture for the association. Your community manager can help you reference these documents, but it’s up to you to dive in. Reviewing these documents is vital to becoming an informed director. Should you have questions or not understand some sections, that’s OK. Keep a written list and work with your association’s community manager and legal counsel to understand these sections.

AGENDA ITEM #2: Learn How to Stay Organized Community managers are a great asset when it comes to organizing and referencing governing documents, budgets, financials and much more. Your manager can help organize and streamline your documents in a way that works for you. If you haven’t already, consult with your manager and see what solutions they have for you.

AGENDA ITEM #3: Remember Your Role You and your fellow directors are on the board to make decisions that benefit the overall community. It should not be in your operational bandwidth to micromanage the landscape mowing crew or go door-to-door collecting assessments. It is important you spend your energy and efforts exercising good business judgment and defer the day-to-day issues to your community manager. It’s also important for you to remember that community managers are management experts. They are ready to help and welcome any questions; if they don’t have the answer, they’ll get in touch with an expert who does.

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Th Agend Susta Boa Succ

he da for stained ard cess

By CLINT McCLURE, CCAM

AGENDA ITEM #4: Understand expectations and provide feedback Help yourself and your manager by taking the time to read and clearly understand the information in your board packet before the meeting. Give yourself time to fully understand the actions required of you at the upcoming meeting. In addition, review and provide routine feedback to your manager on what works and what doesn’t for your meetings. Be open to your manager’s suggestions, as well. This information exchange can contribute to your community’s continued success. After you have made the time investment as a board and mastered the agenda items with the aid of your manager, is there a vehicle to formalize the work done thus far to help the community capitalize on all your hard work for future board members? The answer is yes! There are a number of ways to formalize your conduct, policies and operational bandwidth in addition to your association’s governing documents. One tool recommended by the California Association of Community Managers (CACM) is a code of conduct. Managers who are members of CACM have access to a code of conduct template drafted by professionals in our industry. Seek the advice of your community manager to establish and adopt your own board code of conduct. Your time on the board can be a very rewarding experience if you become an informed director, refine your board member operational bandwidth and learn how to support your management team. In exchange, your community manager will also be diligently working toward the same goal: the success of your community. Clint McClure, CCAM, is President & CEO of MMI-McClure Management Inc. in Carlsbad.

CACM’s “In the Boardroom” feature is intended to provide key trends, tips and practical advice for association board members. For easy sharing, you can also access this and other archived articles online at www.cacm.org.

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HOA Banking Solutions Cash Management Solutions

Homeowner Association Loans

Innovative Lockbox Processing Capabilities

Online Access and Research

Multiple Payment Options

Responsive. Experienced. Creative. Fred Sneddon, Senior Vice President (949) 261-3562 Walter Block, Senior Vice President (949) 261-3570 Karen Bouslog, Vice President (949) 261-3569 Member

FDIC

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fsneddon@pacificwesternbank.com wblock@pacificwesternbank.com kbouslog@pacificwesternbank.com

pacificwesternbank.com

2013 annual report

CACM exists so that members enjoy an environment necessary for professional success.

Empowering Managers. Enriching Communities.

www.cacm.org | Vision Summer 2014

Top 1 0 O r g a n i z atio n al 3

Logo Redesign

Message From the CEO

1 In conjunction with CACM’s rebranding efforts, a new logo was developed to better tell the story of who we are. The new artwork incorporates the people we support, the communities they serve and the California-specific focus CACM is known for.

CACM conducted focus groups with our manager and affiliate members, as well as association board members, to gauge how the industry and CACM is viewed by all. We also hosted our first of many listening sessions, where members can share their ideas and concerns with CACM staff.

Dear CACM members: In our 2013 Annual Report, we’ve identified some of our key accomplishments that reflect a strong and growing network of community managers and affiliate partners, expanded member services and a dedicated internal staff driving the CACM Board’s directives. Education is an important part of our industry’s culture, which is why we continued to work on course innovation by developing six new courses. We have also expanded our social media presence; increased member utilization of services; and completed a rebranding initiative resulting in a new logo and improved member communications. In 2013, we also laid the groundwork to launch a statewide program aimed at raising awareness about the importance of state-specific certification for community association managers throughout California. The new campaign, titled My Community

Education for the Future 36

CACM identified the need for another specialty course: SPC440 New Development Community Management. This course will debut October 23-24, 2014 to teach managers about CID creation and how to transition physical assets, common area components and governance from builder to association.

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Listening to You

2013 Compensation & Benefit Study CACM administered its second industry-wide compensation and benefit survey to identify salary trends and benefit norms by position, region and specialty.

Champion, utilizes the experiences of real community association managers sharing messages about the level of training and expertise needed to successfully manage multi-million dollar residential community developments. The television, radio, Web and print campaign includes community managers from various parts of the state. We are excited to see how this campaign will work to promote your profession in the year ahead. Thank you for being great members, and thank you for being our Community Champions!

Karen D. Conlon, CCAM President & CEO

BOD Accessibility

CACM worked hard to make our board members more accessible in 2013. You may have met them at one of our many statewide events or read about their backgrounds in Vision magazine.

Positive Recog

Leading up to C

PR campaign, our

featured in seve

and radio intervi

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pieces highlighted

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Law Seminar & Expo Combination

5 More Specialized Managers CACM awarded 31 Specialty Certificates in 2013, including eight in high rise community management, 11 in large scale and 12 in portfolio. In addition, a specialty course in active adult management was added to our offerings.

Two of our most popular events came together in 2013 to offer members an unparalleled conference experience. More than 1,000 managers in Northern and Southern California benefited from the legal education of our Law Seminar while enjoying the networking time of our Expo.

2,247

603

Individual Managers

Affiliate Partners

CCAMs

77% of manager members

The Race is on for the First MCAM!

2,971 Members Across California!

Several community association managers began the process to earn the Master of Community Association Management (MCAM) designation last year. Stay tuned to see who completes the process first.

121 Management Firm Council (MFC) members

ACMFs

Continued on page 38

13% of MFC members

e Public gnition

Social Media Presence

Continued Advocacy

CACMâ&#x20AC;&#x2122;s statewide

r organization was

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okeswoman, these

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Throughout last year, CACM worked diligently on your behalf to prevent and/or minimize any bills that could have a negative impact on the industry.

In order to stay more connected to our members and the public, CACM began to build its social networks on Facebook, Twitter and LinkedIn. These channels allow us to share pertinent information with followers, including event updates, membership benefits and industry news.

www.cacm.org | Vision Summer 2014

2013 Annual Report continued from page 37 The CACM Political Action Committee (PAC) allows CACM to impact the state legislative process by supporting political campaigns and legislation that might otherwise negatively affect the practices, services and careers of community association managers in California. Current contributors are listed on the CACM website.

Statement of Financial Position December 31, 2013 ASSETS Current Assets Cash and cash equivalents (at fair market value) $925,005 Accounts receivable 43,073 Prepaid expenses 278,131 TOTAL CURRENT ASSETS $1,246,209 Investments, at fair market value (Board Designated) $1,744,739 Cash restricted to education purposes Cash restricted to political action committee

Scholarships CACM awarded 6 individuals with scholarships for courses and events valued at $1,725.

CACM EXPENSE BUDGET 2014 Other Budget Items Not Listed 9%

Certification 0.7%

Education 3.6%

Administration 57.2%

Northern California Law Seminar 8.5%

Southern California Law Seminar 8.4%

MFC 1% Affiliate 2.1% Manager 2.7%

CACM REVENUE BUDGET 2014 Other budget items not listed 5% Manager 17%

Publications 9%

Certification 6%

Affiliate 11%

Education 13%

MFC 2%

Northern California Law Seminar 15%

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Property and equipment, net of Accumulated depreciation

77,416

Liabilities & Net Assets Current Liabilities Accounts payable and accrued expenses $61,617 Income taxes payable 10 Deferred revenues 1,109,274 Total current liabilities $1,170,901 Net Assets Unrestricted $163,824 Unrestricted - Board Designated 1,744,739 Restricted 16,972

Publications 5%

Forums 3%

16,972

Other Assets Deposits 11,100 Total Assets $3,096,436

PROJECTIONS FOR 2014

Forums 1.7%

4,606 12,366

Southern California Law Seminar 19%

Total net assets 1,925,535

Total liabilities and net assets

$3,096,436

We’re a Team of Responsive and Experienced HOA Banking Professionals.

Teresa Powell Executive Vice President teresa.powell@focusbusinessbank.com 408.200.8712.

Kimberly Payne Senior Vice President, Manager kimberly.payne@focusbusinessbank.com 408.200.8730

Geri Kennedy

Service • Payment Solutions • People Revenue Generation • Local Remittance

Vice President, Relationship Manager geri.kennedy@focusbusinessbank.com 408.200.8721

focusbusinessbank.com 10 Almaden Blvd, Suite 150, San Jose, CA 95113 408.288.5900 Equal Housing Lender | Member FDIC

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10 Ways to Reduce Your

By SASCHA MACIAS

What is a carbon footprint? Technically speaking your carbon footprint is the total amount of greenhouse gases produced to directly or indirectly support your activities as a human; these are usually expressed in carbon dioxide (CO2) measurements. We need to think about what our industry can do to reduce our impact on the planet via our collective carbon footprint.

Here are a few things associations and/or association members can do:

1. Use a Laptop Wait, how can the use of a computer reduce energy output? Simply put, laptops are designed to be energy efficient because consumers look for longer battery life in their portable devices. According to Energy Star, a laptop can be up to 80% more energy-efficient than a desktop. Energy-efficient LCD screens, hard drives, CPUs and adaptors all factor into making laptops more efficient.

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2. Power Down & Unplug Unplug your device chargers when not in use to reduce energy consumption. Even if your device is off or asleep it is still utilizing some energy. Shutting down gadgets also extends the life of most items and reduces energy usage. Not to mention you can save money on your electric bill! Send this information out in newsletters, and post notices near community gadgets. If security or janitorial services shut down community amenities, unplugging and plugging in devices can be added to their duties.

3. Change Light Bulbs Compact fluorescent light bulbs can reduce a significant amount of carbon dioxide pollution. These can be installed throughout the community, and cost savings can be shared with residents. Associations can adopt LED lamps in order to cut down on cost and energy in the long run. Bulbs are typically more expensive, but have longer life cycles and reduced energy costs. Did you know pool and spa lamps can also use LED bulbs? (For more lighting tips, see page 22.)

4. Hot & Cold Adjusting the thermostat in amenities can make a big difference – and residents may not even notice a 2-degree difference. In addition, fans in areas like gyms can be placed on timers or motion sensors so they are not left on when not in use. Making use of sun blocking shades in the summer can reduce the need to use air conditioning, saving the association money and reducing its carbon footprint. Some curtains even come with insulation materials to keep cool air in during the summer and heat in during the winter.

5. Energy Efficient Appliances Choosing energy efficient appliances may not save the association a significant amount of money overall, but if every resident participated the impact would be greater. Send information about energy efficient appliances to residents in newsletters or postings. A fun fact for your newsletter: A microwave uses less energy than the oven when heating food – saving about 20 cents each time it’s used instead of the stove!

6. To Print or Not to Print One study indicates that newspapers cause carbon emissions equal to their weight. But doesn’t perusing the Internet also expend energy? The committee is still out on which is the better choice – but if you recycle your printed paper, or choose an energy efficient laptop or e-reader, you are still making a sound choice. Consider providing wireless Internet for your residents as part of the amenities to encourage use of energy efficient devices, as well as recycling stations.

7. Ride, Sally, Ride If your association employs staff, incentives for carpooling may encourage more people to participate. On-site vehicles

should be energy efficient; the cost upfront may be higher, but the maintenance costs are generally lower and better for the environment. If there is an area for resident information, maybe a carpool committee can help residents find neighbors traveling in the same direction. There are also local apps that can help people set up a carpool; research the ones in your area and advertise them in your next newsletter.

8. Buy Local Associations generally don’t consume food (they may consume community managers – but not produce!), but residents do. Purchasing local, in season foods can reduce carbon emissions caused by transporting these foods from others areas. Is there a local farm stand or farmers market the association can advertise? Or is there association space that can be reserved one weekend a month for a farmers market? Some associations have found success in offering their common area seasonally for these types of events, which creates a source of revenue, helps local vendors, reduces carbon emissions and provides a great community event people look forward to. (Don’t forget to check your governing documents before suggesting this idea.)

9. Hug a Tree Okay, we don’t need to actually cuddle up with vegetation, but planting a tree is a great way to give back. If the association has space, this could make for a great community event. A single tree can absorb up to 13 pounds of carbon dioxide per year, which can expand to up to 48 pounds as the tree grows. Shade on buildings can also reduce energy costs like we talked about above. Not to mention they look pretty!

10. Go Paperless! Encourage the membership to opt in to email notifications. Post newsletters in prominent locations to cut down on copy charges. Provide PDF board packets to technologically inclined board members who don’t mind reading off iPads or laptops during the meeting. Cut down on office paper by working from PDFs (e.g., keep CC&Rs, Bylaws, Contracts, etc. in PDF form), which will increase efficiency and reduce storage space, energy output, printing costs and materials – not to mention, save trees. Sascha Macias is a general manager in Santa Clarita for FirstService Residential California, LLC.

www.cacm.org | Vision Summer 2014

serving your communities

New Affiliate Members

CACM members further their success in the industry and benefit by partnering with colleagues to share new ideas and best practices. Please join us in welcoming these new members from the first quarter of 2014! All Tides Backflow San Clemente | (949) 212-9953 www.alltidesbackflow.com

Earthco Commerical Landscape Santa Ana | (714) 571-0455 www.earthcompany.org

Reliable Pavement Services, LLC San Jose | (408) 858-2117 www.reliablepavementservices.com

Argent Bank Oakland | (510) 622-8531 www.bankwithargent.com

Edison Fire Protection Los Angeles | (323) 259-9999 www.edison-fire.com

RGA Environmental, Inc. Irvine | (949) 428-7060 www.rgaenv.com

Association Maintenance Services Pleasanton | (925) 399-6867 www.amsforservice.com

eUnify Gilbert | (480) 802-4284 www.eunify.net

ServiceMaster Residential/Commercial Services, LP Memphis | (901) 597-7505 www.servicemaster.com

Bank of Commerce Roseville | (707) 333-9694 www.sacramentobankofcommerce.com

Golden State Paving Co., Inc. Buena Park | (714) 736-0301 www.goldenstatepaving.com

Blue Shoe Roofing Company Laguna Hills | (949) 387-9428 www.blueshoeroofing.com

HOA Member Services, LLC Marina del Rey | (310) 478-3212 www.hoamemberservices.com

Softscapes Corporation Orange | (714) 998-1144

California Yard Care Corp. Danville | (925) 820-3700 www.californiayardcare.com

HOA Pool Services, Inc. Rocklin | (844) 200-7665 hoapoolservices.com

State Restoration, Inc. Westlake Village | (805) 379-1276 www.staterestoration.com

Carini Cleaning & Restoration San Diego | (619) 804-8525 www.cariniclean.com

IntelliVote Rancho Santa Fe | (858) 759-8855 www.intellivote.net

Steadfast Construction Services Pleasanton | (925) 399-8011

Certapro Painters East County Clayton | (925) 428-1111

IRC General Contractors San Francisco | (510) 882-4311 www.irc-construction.com

Chandler's Roofing San Pedro | (310) 831-7663 www.chandlersroofing.com Clean City Anaheim | (714) 693-8116 Coast Landscape Management Napa | (907) 320-3146 www.coastlm.com Construction Services, Inc. San Jose | (408) 839-4471 www.csibayarea.com Countywide Mechanical Systems, Inc. Santee | (619) 383-6105 www.countywidems.com Delta Mechanical, Inc. Mesa | (702) 731-9400 www.deltamechanical.com Dudek Encinitas | (760) 479-4231 www.dudek.com

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J & K Electrical Services Tracy | (209) 943-1046 www.jkelectrical.net LP Building Products Fairfield | (707) 429-3371 www.lpcorp.com MPS Financial, LLC Rancho Santa Margarita | (949) 635-1700 www.mpsfinancial.com PaveWest La Habra | (562) 694-3113 www.pavewest.com Pierre Landsape, Inc. Monrovia | (626) 239-3927 www.pierrelandscape.com PooPrints West Woodland Hills | (424) 272-1850 www.pooprintswest.com

Signal Restoration Services Huntington Beach | (714) 763-4153 www.signalrestoration.com

Steve Tingley Painting, Inc. Hayward | (510) 376-4107 www.tingleypainting.com Suntrek Industries, Inc. Irvine | (949) 348-9276 www.suntreksolar.com Tree Concepts Anaheim | (714) 231-9666 Venco Western, Inc. Oxnard | (800) 350-6831 www.vencowestern.com

www.cacm.org | Vision Summer 2014

Taking Care of #1 Learning how to practice self-sustainability BY DEAN JACKSON, CCAM

In the HOA industry, there is a lot of talk about sustainability: energy from the sun, energy from the wind, drought tolerant plants, electric vehicles, recycling and composting. In its most common context, sustainability refers to the ability to support and restore natural resources 44

for the benefit of the environment. But, what if managers could apply similar principles to their daily lives so that they could be restored? It’s important that community managers work to sustain themselves in order to have the energy, drive and temperament to

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tackle the daily grind (note: I’m referring to tactics aside from that very large glass of wine at the end of the day). In Stephen R. Covey’s book, The 7 Habits of Highly Effective People, he recommends you “Sharpen the Saw.” When I read this I thought, “Great! Then I use the saw to build a barricade and protect myself in my office.” Upon further reading, however, I discovered that keeping the saw sharp referred to keeping your most important tool (i.e., yourself ) on the cutting edge, ready to tackle tasks with clarity and efficiency. Covey recommends having a “balanced

program for self-renewal in the four areas of your life: physical, social/emotional, mental and spiritual.” Recommendations include eating well, exercising and resting to promote physical health; enhancing your social/ emotional well-being by making connections with others (i.e., good conversations, going on dates, etc. – though I’m not sure if social media counts); increasing your mental acuity through reading, writing, learning and teaching; and getting in touch with your spiritual side through nature, music, art, prayer or service.

In order to do a good job, both at work and at home, it is beneficial to maintain the most valuable tool of all: yourself.

With these tactics in mind, I have discovered a few things that help me maintain balance:

Reading: I love reading books; at lunch it is a good way to decompress and at home it is a great way to capture some adventure (plus it generates conversation with my wife who often reads the same things I do). Whether itâ&#x20AC;&#x2122;s fiction, a biography or even a book on our industry, I

find that this activity sharpens me mentally.

Cooking, eating, laughing and going out with my wife: This is the most important connection in my life and I want to keep it sharp. My wife is my biggest cheerleader. She helps me to put work stuff in perspective, and she helps me let my hair down (a figure of speech from baldy here) and decompress. We also spend time with

friends. As an added bonus, my wife cooks healthy foods that energize me and make me feel better than the fast food I would inevitably choose on my own.

Walking: This is something that my wife has to talk me into almost every night, because when I get home I want to sit and watch TV rather than exert any energy. When I finally do get out and do that mile or so in the

evening, I find that I feel better, think more clearly and enjoy the chance to engage in good conversation with my wife.

Vacation: This is another activity my wife plans. Generally, at the time she plans (and pays the fees), I donâ&#x20AC;&#x2122;t really feel the need or desire to go on vacation. Iâ&#x20AC;&#x2122;m generally in a good place, and I get a bit worried about the Continued on page 46

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Taking Care of #1

Continued from page 45

money or planning. Invariably, when it’s time to go you can’t get me on that plane quickly enough. Vacation has the ability to recharge a person. I get a chance to spend time in nature, experience music or art, to relax, learn, and spend time in social situations. This is saw sharpening 101, as it hits all parts of Covey’s suggested program. The great thing is vacations can also be short weekend or day trips, hikes in the woods, or a trip to the ballpark. They don’t need to break the bank to sharpen the saw. Abraham Lincoln once said “Give me six hours to chop down a tree, and I will spend the first four sharpening the axe.” In order to do a good job, both at work and at home, it is beneficial to maintain the most valuable tool of all: yourself. Because you can fell twice as many trees in half the time with a sharp saw rather than a dull one.

Dean Jackson, CCAM, is the General Manager at Pacific Park Plaza HOA in Emeryville.

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show your support

Thank You to Our Sponsors

Thank you to our 2014 first quarter sponsors 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.

Alliance Association Bank

Dunn-Edwards Paint Corp.

Mission Association Financial Mgmt., Inc.

ARW - Antis Roofing & Waterproofing, Inc.

Earthco Commerical Landscape

Nautilus General Contractors, Inc.

Beaumont Gitlin Tashjian

Fenceworks, Inc.

Peters & Freedman, LLP

Ben's Roofing, Inc.

Fenton Grant Mayfield Kaneda & Litt, LLP

PrimeCo Painting & Construction

Berding | Weil

Fiore Racobs & Powers, APLC

Pro Solutions

Browning Reserve Group

Focus Business Bank

R.E. Broocker Co., Inc.

BTC Bob Tedrick Construction Inc.

General Construction Services, Inc.

Roofworks & Construction, Inc.

Cagwin & Dorward Landscape Contractors

Harle, Janics & Kannen

Seacoast Commerce Bank

Calvac Paving

Hays Companies

Securitas Security Services USA, Inc.

CID Insurance Programs, Inc.

Hearn, Law Offices of Michael A.

Serpico Landscaping, Inc.

Coastal Paving, Inc.

Hughes Gill Cochrane, PC

Terminix

Delta Mechanical, Inc.

Kelly-Moore Paint Co., Inc.

Universal Protection Service

DM Construction Services

The Miller Law Firm

Whit's Painting, Inc.

PACIFIC UTILITY AUDIT www.PacificUtilityAudit.com 1-800-576-1010 Serving Associations for 24 Years

tive terac ur n I o ew atch ! our N Visit ite and W Auditing y s t b i l e i t W m out U it.co os ab tilityAud e d i V ficU Paci

y t i til

U g n i s a e r W Inc A G A S

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• Onsite Inspections • No Up-front Costs

T E R

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• Decades of Experience

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maintaining high standards

New Manager & Management Firm Council Members

Manager Members Christine T. Alfieri

Yassaman Fahid

Thomas O. McCune

Maria C. Rodriguez

David M. Alvarado

Jennifer M. Figgers

AndrĂŠs Mendoza

Melinda L. Rogers

Briana L. Anderson

Edward M. Genz

Christopher Mitchell

Joseph M. Rutter

Stacy M. Austin

Robert Gonzalez

Wendy K. Mullens

Aileen M. Ryan

Amanda Barry

Heather T. Gordon

Brian G. Nakayama

Stephanie Schwarzmiller

Chantalle P. Battaglia

Tomas Gutierrez Jr.

Margaret A. Nelson

Peggy L. Shaw

Marta Battle

Ernesto J. Gutierrez

Gloria Newman

Marilyn P. Slagle

Susan Bellan

Bradley Hay

Nora V. Nguyen

David C. Stiffler Sr.

Barbara Birkett

Jennifer Paige Hunt

Kevin G. Nickerson

Cami L. Surette

Nichole R. Boone

Erin Ide

Darlene Norton

Hildebrand L. Weatherspoon

Jennifer L. Boulanger

Carla D. Johnson

Susan Olmstead-Bowen

Elizabeth A. Wickham

Carrie Boyle

Thomas T. Johnson

Harold D. Palmer

Peggie Winston

Kim M. Bryant

Lisa M. Karoub

Anne Paone

Crystal G. Wood

Juanita A. Cabriales

Brittany M. Kitts

Johnny Pappas

Darien N. Yarborough

Justin Campbell

Amber N. Korod

William L. Pataky

Annette Chavez

Ashley L. Kroesch

Rita Petrekova

Laura E. Correll

Pamela A. Lawrence

Susie M. Pewitt

Sharon T. Cowart

Carrie M. Lee

Eric W. Post

Lonnie Ed Cox

Sabrina A. Leglu

Elyce M. Powell

Wendy C. Coyne

Vicky L. Lentz

Ryan A. Preston

Leah M. Craghead

Clora C. Leraul

Arielle Rahmani

Carissa D'Angelo

Elizabeth M. Lindsay

Laura M. Ravazza

Nina Davis

Daniel C. Lopez

Cynthia A. Reid

Tad Dodson

Tara Lund

Rikki L. Richter

Melanie Echavarria

James T. Maggio

Emile M. Rivera

Nancy L. Edwards

Tess E. Mailloux

Tracy Robinson

Management Firm Council Members AAM, LLC 5731 Palmer Way, Ste. B Carlsbad, CA 92008-7247 www.champs-sd.com

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CondoSF LLC 1230 Market St., Ste. 8 San Francisco, CA 94102 www.condosf.com

Titan Property Management 5530 Garfield Ave. Sacramento, CA 95841 www.titanrei.com

CACM Enlighten us, but make it quick

Professional Development Seminar July 31, 2014 Hilton Orange County 3:00-6:00 pm

A NEW WAY TO LEARN Enjoy cocktails and hors d’oeuvres during this late afternoon showcase of talks that might be bold, possibly brash, maybe even brilliant – but never boring!

A NEW WAY TO LEARN

CCAMs earn 3 CEUs d’oeuvres during this late afternoon showcase of talks that might be bold, possibly brash, maybe

Then, during the

Join us for a new style of learning – Ignite! networking It’s the learningintermissions, format that’s fast, fun and circulate focused.

amongst 20 learning stations for Each speaker has 20 slides, with 15 and seconds to talkdemonstrations per slide, for five minutes more education on HOA total. Hear presentations that are industryfacilities and service related, informative and inspiring, profound and provocative – all following the Ignite subjects.. motto: “Enlighten us, but make it quick.”

Enjoy cocktails and hors d’oeuvres during this late afternoon showcase of talks that might be bold, possibly brash, maybe even brilliant – but never boring! Then, during the networking intermissions, circulate amongst 20 learning stations for demonstrations and more education on HOA facilities and service subjects. CCAMs earn 3 CEUs.

2014 Professional Development Seminars Northern California July 29, 2014 Hilton Concord Hotel 3:00 – 6:00 pm

NEW FORMAT!

Southern California July 31, 2014 Hilton Orange County 3:00 – 6:00 pm Continued on page 44 www.cacm.org | Vision Summer 2014

Tips to help you get ready

Plug-In Electric Vehicles: Coming to a Garage Near You By joel pointon

With more than 8,000 plug-in electric vehicles (PEVs), the San Diego region has one of the highest adoption rates of these vehicles in the nation.Â There are close to 20 different models of plug-in vehicles on the road, and car sales data shows more of these vehicles will be on our streets and in our garages in the coming years.Â

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Multi-unit residential communities are finding that offering this type of amenity can attract residents looking for greener housing options. So, where does a community start when looking for charging installation options?

Charging Basics Electric vehicles come in two basic flavors: 100% electric (only a battery to power them) and plug-in hybrids (initial miles use electric power, and then it switches to hybrid power of gas and electricity for additional miles). As you’d expect, 100% electric vehicles are totally dependent on charging and will usually need faster charging for their “gulps” of power, whereas the smaller batteries in plug-in hybrids can usually get by “sipping” their electricity. Residential charging comes in two basic flavors as well: low-power charging (a regular three-prong wall outlet – AC Level 1 charging) and medium power charging (think of a power connection for a stove or dryer – AC Level 2 charging). The slower Level 1 can provide adequate charging for many vehicles; it is often all plug-in hybrids need, or those 100% electrics that don’t drive far during the day. The faster Level 2 chargers can provide adequate charging for all plug-in vehicles. Each condo/rental community will need to develop their own version of an electric vehicle charging policy. The best place for residents to start the process is to meet with the community manager – in other words, to meet with you. Residents will want to know

what, if anything, has been decided for the association relative to PEV charging. Existing state law allows for the establishment of restrictions, but not prohibition of vehicle charging in associations. Make sure you’re ready to answer questions by reviewing the available resources described below.

Get Your Community Plug-In Ready

Resources to Get You Started The California Plug-In Electric Vehicle Collaborative (PEVC) is a public/private organization focused on accelerating the adoption of PEVs to meet California’s economic, energy and environmental goals. The organization has several tools to help community association managers and their residents learn about best practices, including these resources: • Plug-in Electric Vehicle Charging Infrastructure Guidelines for Multi-unit Dwellings • Plug-in Electric Vehicle Charging Guide for Property Owners, Managers and Homeowner Associations of Multi-unit Dwellings • Plug-in Electric Vehicle Charging Guide for Residents of Multiunit Dwellings • How Do Multi-unit Dwellings Become PEV Ready? The PEVC has developed a survey to help properties assess their tenants’ interest in PEVs. Learn more at www.pevcollaborative.org/Multi-unitDwelling. After you have done some background work, check your local

Take a poll and see how many people in your community may be buying a plug-in vehicle. Visit www.pevcollaborative.org/ multi-unit-dwelling for a sample questionnaire.

Learn about the different charging equipment available at www. pluginamerica.org/accessories or GoElectricDrive.com.

Look at the property layout and potential location of meters, wiring and parking spaces and read the existing rules of placing equipment in common and private areas.

Come to a consensus on the scope of your charging project with owners, managers and residents.

Choose a qualified contractor to coordinate an onsite evaluation and install the equipment.

Spread the news that you live in a community that supports electric vehicles. Visit www.pevcollaborative.org/ multi-unit-dwelling for more resources, including the “How Do Multi-Unit Dwellings Become PEV Ready?” brochure.

Continued on page 52 www.cacm.org | Vision Summer 2014

Plug-In Electric Vehicles Continued from page 51

utility’s website for resources that may help your process. The utilities are also excellent sources of information relative to rates, metering options and load impact on your existing accounts.

Next Steps A licensed contractor or electrical design group can help you do a walk-through and evaluate the existing electrical resources and options for your community. When you have an idea of the size and scope of your charging needs, your contractor will handle the permitting and inspections and notify the local utility for any coordination needed for the additional load for your

community. (See sidebar on page 51 for an easy, step-by-step guide for getting plug-in ready.) Reducing our dependence on oil and using cleaner fuel sources are both state and national priorities we will all be adjusting to over time. The process for planning and providing vehicle charging will take time, just as any other community improvement project does. There are no “cookie cutter” solutions for vehicle charging. Starting the process now can help ensure you are fully aware of the spectrum of options and each of their relative costs in order to find the best fit for your community. Joel Pointon is the Transportation Program Manager for San Diego Gas & Electric (SDG&E).

San Diego Gas & Electric (SDG&E) offers online tools including an apartment/ condo brochure, a sample case study, DOE video and links to other resources like GoElectricDrive.com, which has illustrations of vehicles, their charging requirements and different types of vehicle chargers. SDG&E is also available to present a free workshop on multi-unit dwellings and vehicle charging to your membership. Learn more at www.sdge.com/clean-energy/residential/apartments-and-condos.

Your HOA Banking Solution At Heritage Bank of Commerce, our unique blend of customized HOA services will help minimize the time you spend on dues, collections and reconcilement, while paying you interest on your deposits. Our HOA Services include: HOA Loans Online Banking • Web-Based Payment Processing • Electronic Dues Payment Option

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San Jose: Janice Miyatake 408.494.4509

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The Pros of

Transportation Sharing By Tara Graviss, CCAM

odern cities need a diverse range of transportation options that complement each other in order to accommodate our growing populations and increasing congestion. Car sharing and bike sharing are a few options that can alleviate congestion, reduce emissions and maintain quality of life. These programs are not the solution to all of our traffic and pollution issues, but they do offer innovative options that can deliver real benefits in a timely manner. Transportation sharing may be the link in our transportation systems to bring us around the track full circle.

Behind the (Borrowed) Wheel Car sharing helps people get around while saving money. You can rent a car by the minute, the hour or the day. Members in car sharing programs can easily locate a car on the street anywhere within the area by checking a smartphone app or website, calling customer support, or simply by finding an available car on the street. Members can begin their trip spontaneously or reserve a vehicle without committing to a mandatory return time or specific location. Members can use the cars for as long as they would like and pay only for the time they use the vehicle. Parking, insurance, fuel, re-charging and maintenance are included at no additional cost, and there are no annual fees. Continued on page 54 www.cacm.org | Vision Summer 2014

The Pros of Transportation Sharing Continued from page 53

City governments and transit agencies are seeing the benefits to car sharing programs: • One shared car replaces more than eight individually owned cars • Members giving up a car when they join car sharing - 15% • Members not buying a new one because they joined - 25% • Car sharing increases public transit usage and other forms of travel • People drive less • The average privately owned car is driven just 66 minutes a day At this time, the following car share companies are operating in California: Car2Go, Zipcar, City CarShare and FunRide. For more information on car sharing check out www.carsharing.net.

Pedals for the People

OUTDOOR LEISURE FURNITURE

Competitively Priced

Quality Products & Service

Bike sharing programs allow participants to loan or rent bicycles for short trips, providing a convenient, affordable way to get around without a car. Rentals can be daily, multi-day, weekly, monthly or annually. Cycles can be returned to any participating station. The rental stations use solar power and can be easily installed in most areas. Bike sharing is an ideal alternative transportation system for traveling shorter distances and it reduces parking, congestion and pollution issues. Bicycles are key to connecting the first or last half mile in a commute – making mass transit that much more accessible. Users find available bikes using their particular network, and parking and maintenance are included in membership. In California there are several private bike sharing programs and plans for pending installation on a larger scale from DecoBike. For more information on bike sharing, visit www.streetfilms. org/riding-the-bike-share-boom/.

Benefits to Associations?

Refinishing • New Furniture • Restrapping Umbrellas • New Slings Serving California Since 1979

(800) 227-1847 1314 W. Collins , Orange, CA 92867 54

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Realtors tell us that neighborhood enjoyment, transit access, parking and visitation all increase property values. Trends show that more transportation options lead to more travelling within communities, a reduced rate of speed and a safer community. Surrounding retailers benefit from more access to businesses and an increase in spending averages. Depending on the size, location and member usages of your community, alternative transportation might be just what your association needs to keep up the pace. Tara Graviss, CCAM, is a community manager with Walters Management at Liberty Station in San Diego. Thank you to Car2Go and Decobike for providing input for this article.

Member News With thousands of members spread out across California, CACM was looking for a way to keep in touch with all of our members’ latest happenings.

he Member News page is CACM’s online bulletin board designed to feature our members’ most recent news, both personal and professional. Select stories are also featured in Vision magazine. Here are some of our latest submissions: JANUARY 2014

New Ownership, Same Foundation Action Property Management, Inc., ACMF, a CACM Management Firm Council member, is under new ownership. On January 14, longtime Action executives Matthew Holbrook and Marianne Simek purchased the company from Jan Lhotka, who founded the company nearly 30 years ago.

FEBRUARY 2014

CRUMMACK HUSEBY CELEBRATES 15-YEAR ANNIVERSARY CACM Management Firm Council member Crummack Huseby Property Management is proud to be celebrating 15 years in the property management industry. After opening the company’s doors in 1999, Margo Crummack and Sandy Huseby quickly made a name for themselves as a women-led company, something they are still very proud of today. The company prides itself on service, retaining 95% of its clients since inception. “We rely on the business savvy and experience we gleaned while working in the corporate world,” says Huseby. “However, Margo and I realized if we wanted to keep service as a priority we would need to set out on our own path and break away from the big-corporation culture.” Today Crummack Huseby Property Management has grown to more than 18 team members and has a robust client portfolio covering Southern California. Based in Lake Forest, the company is dedicated to helping clients identify and define their goals and creating customized management programs to achieve them.

Matthew Holbrook and Marianne Simek

Holbrook and Simek are no strangers to Action; Holbrook started in 1996 and Simek in 1987. Strategically planning her succession, Lhotka began to phase out of leadership at Action in the early 2000s, while Holbrook and Simek assumed responsibility for day-to-day operations of the company. As a result, the new ownership has made a seamless transition. Holbrook assumes the title of Chief Executive Officer, formalizing his leadership role. Simek remains as President and Chief Operating Officer. “Jan’s foresight and strategic vision set the foundation for longterm success,” Holbrook said. “Marianne and I are excited to continue to build on this foundation and lead Action to further redefine the industry.” For more information on Action, visit www.actionlife.com.

Sandy Huseby and Margo Crummack

To read more recent news, log in to the Members Only section at www.cacm.org. Email communications@cacm.org to learn how you can submit news of your own. www.cacm.org | Vision Summer 2014

he 2014 Southern California Law Seminar & Expo, held March 13-14 at the Disneyland Hotel in Anaheim, drew nearly 550

community managers for two days of informative sessions, idea sharing and an exhibit hall featuring more than 200 exhibitors. Manager attendees explored new legislation and case law; property insurance claims; safety, security and privacy issues; and more. Attendees also had the option to participate in the Table Topic sessions; this popular, collaborative session allowed managers to visit the table (or tables) of their choice to brainstorm solutions to various topics with other managers and the attorney facilitators. This year’s event also featured the CCAM Oath Ceremony, recognizing managers who recently earned the prestigious CCAM designation; the evening Managers’ Reception, full of networking and fun; and a preview of CACM’s new statewide PR campaign aimed at promoting the community association management profession across California.

CACM ’s

EXPO

Here’s what a few attendees liked best this year “I liked that the Law Seminar and Expo were combined this year. I was able to attend both events and not get too far behind at the office.” -Mary Herrick, CCAM Prime Association Services

“As always, love the great opportunity to network with my industry peers and service providers. As a management company executive, I appreciate the quality of information/education that all

Vision Summer 2014 | www.cacm.org

our community managers receive during the law sessions.” -Diane Houston, CCAM The Management Trust – Transpacific

“I liked the Exhibit Hall and found the booths very entertaining. It was fun to mingle and interact with other professionals from the industry.” -Bridget Nigh Community Association Financial Services, LLC

“I have been in this business for almost 15 years and always learn something I can do to help the communities I manage or oversee.” -Deborah Griffiths, CCAM Associa – N. N. Jaeschke, Inc.

Check out more photos from the event in CACM’s online Photo Gallery at www.cacm.org.

Thank You to Our Sponsors

2014 Southern California Law Seminar & Expo

Diamond Sponsor Conference Bags

Disneyland Hotel, Anaheim | March 13-14, 2014

Silver Sponsors General Law Session The Miller Law Firm Harle, Janics & Kannen

Silver Sponsor Welcome Reception Bar Law Offices of Michael A. Hearn

Bronze Sponsor

Booth Contest Winners 1st Place SwedelsonGottlieb/Association Lien Services 2nd Place Pro Solutions 3rd Place Garland Restoration, Inc. Honorable Mention DM Construction Services

Concurrent Education Session ARW - Antis Roofing & Waterproofing, Inc. Delta Mechanical, Inc.

Welcome Reception Sponsors Beaumont Gitlin Tashjian Earthco Commercial Landscape Fiore Racobs & Powers, APLC Mission Association Financial Mgmt., Inc Nautilus General Contractors, Inc. Securitas Security Services USA, Inc. Terminix

Luncheon Sponsors CID Insurance Programs, Inc. DM Construction Services Fenceworks, Inc.

Continental Breakfast Sponsors

A drawing was held during the Welcome Reception for a 2015 Law Seminar &

PrimeCo Painting & Construction

Expo registration. The lucky winner was Deborah Baker, CCAM of the Fairbanks Ranch Association in Rancho Santa Fe. Congratulations, Deborah!

www.cacm.org | Vision Summer 2014

Utility Audits Save on Cost & Consumption By Erin Kelly

Board members and homeowners look to community managers for professional guidance on managing their associations for long-term sustainability and sound economic advice. Measures that increase reserve funding and/or reduce overall expenses are always in demand, but must not compromise the common area maintenance and overall value for the homeowners.

Trying to cover increasing annual maintenance costs without increasing homeowner dues each year is difficult at best. When a manager has done all he or she can to minimize association expenses and costs are still escalating, what else can be done?

Double check utility bills.

Take a look at your utility consumption. While every association depends on electricity, refuse, telephone, gas and water services to make the common areas functional, most associations believe there is little they can do to lower the cost of these necessities. Some associations manage to lower utility consumption by improving conservation practices. Others control costs by limiting the range of common area services they use. Some pass the costs on to their homeowners. Others simply pay their utility bills without question.

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Utility bills are confusing and cryptic and they are getting more complex, which means they are prone to even more errors. If an association is paying more than it should for utilities, that money is coming straight out of the operating budget – which ultimately comes straight out of the homeowner’s pocket! Utilities are almost always the largest single expense on an association’s annual budget, and they can also be the largest uncontrollable expense. If gas, electric, water, sewer, telephone or trash rates increase, the association is stuck footing the bill, and year after year these bills continue to spiral upward. In most instances, associations are overpaying simply because they are not aware of how their utility bills are calculated. In fact, a utility audit will probably uncover surprising errors and opportunities for savings.

Plan for a utility audit. A utility audit does not involve retrofitting, rebates, energy management, conservation techniques, new equipment installation or changing the way you use your common areas or utilities. A utility audit is something to consider after an association has done all of the above to reduce their overall utility use or consumption. A utility audit will reduce the “per unit” cost of each utility, not the number of units used.

Continued on next page

Utility Audits Continued After an association reduces its overall water, gas, electric or trash consumption via retrofitting, rebates, energy management, conservation techniques, new equipment installation or a change in common area use, there is an immediate reduction in utility expenses. However, as the utility rates continue to increase each year, these savings disappear at some point, even with the reduced utility consumption. In other words, there is a “break even” point that occurs, generally from three to five years. At this point, even with the reduced utility consumption, the association is paying the same amount it was paying before these measures. With a utility audit, the association continues to realize the lower per unit utility cost indefinitely, regardless of utility rate increases. A utility audit will: 1. Find utility billing errors and overcharges, resulting in refunds to the association, or 2. Lower rate schedules available through the same utility provider, which may reduce the per unit cost of their utilities, regardless of how much or how little is used. All community managers and homeowners associations can benefit from a utility audit, which can result in a 20% annual utility expense reduction.

Paving the way since 1981

License #415436

amspaving.com

(800) 357-0711

Erin Kelly is Director of Operations for Pacific Utility Audit, Inc. serving the California area.

Helping Community Associations Find Their Way Providing practical legal solutions to common interest developments in: • Governing Document Interpretation and Enforcement • Contract Negotiation and Preparation • General Counsel Service • Litigation, Trial and Appellate Advocacy

Neuland & Whitney, APC (949) 766-4700 www.neulandandwhitney.com 22342-A Avenida Empresa, Ste. 100 • Rancho Santa Margarita, CA 92688 www.cacm.org | Vision Summer 2014

ooking for a way to realistically manage water expenses? The following methods, listed from the least to most costly, each yield a different ROI (return on investment) depending on the associationâ&#x20AC;&#x2122;s investment and the availability of sources and options in your area.

Working With

Soil Analysis ($) Start by having your community analyzed for what is literally under your feet. Work with your landscaper to obtain a soil sample to be tested. Most of these tests are done at a very reasonable cost via local geology departments at one of our UCs (University of California) or by working with a private geotechnical lab. Use the data from your soil analysis to work with your landscape contractor to fine-tune your water use by adding possible soil amendment and other landscape management methods for better water absorption.

Options to Lessen Water Bills & Increase ROI By Clint McClure, CCAM

Systems Management ($$) The landscape irrigation system needs constant care and upkeep by skilled professionals. Should you suspect your system is not used to its fullest potential, enlist the assistance of the manufacturer. Most are eager to help and may even come to your site to help diagnose any issues. Continue the proper management of your system by having an irrigation review conducted by your local water authority or conservancy agency. These agencies provide a detailed review and report along with recommendations on how to improve what you have currently in place. In most cases this information is available to the association at no charge because these agencies are supported by tax dollars.

Want to show your BOD how one association saved money through irrigation upgrades? Learn how the California Terrace Community HOA in Alpine, CA saved $450 per month and decreased water usage by 45% at www.watersmartsd.org/case-studies/california-terrace-community-hoa.

Vision Summer 2014 | www.cacm.org

2013 Compensation & Benefits Study Reclaimed Water ($$$)

ion & Compensatudy Benefits St g Lar

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Clint McClure, CCAM, is President & CEO of MMI-McClure Management Inc. in Carlsbad.

2013

e Scale

High Rise

If reclaimed water is accessible in your area, consult with your landscaper to determine if converting will have any effect on your landscape (don’t forget to use your soil analysis to help with this part). Then, work with your experts to specify what will need to be done to modify and convert your existing irrigation system. The dissolved bio-solids in reclaimed water may cause premature deterioration of your landscape irrigation components, and you need to be prepared for (and factor in) this potential cost. Find a reclaimed water conversion expert to manage the project; the conversion process involves many governmental agencies and departments. Next, contact your local water authority and request a map of the available reclaimed water lines near your community. Work with your professionals to develop a budget. For most communities this will be a significant investment, so compare the cost of this project with the projected savings in water. Evaluate the projected ROI and how quickly the community will realize the savings. Should your conversion go as planned, this investment will help your community save money on our most valuable resource.

salaries and A compilation of nia community benefits for Califor sionals management profes including: ut by Position, Breako d • Detaile Specialty & Region in Salaries & • Changes & Trends Bonuses nt & • Medical, Life, AccideAverages Disability Insurance m Structure & • Retirement Progra Employer Contribution

Ever wondered how your salary compares to others in your same position? Curious whether your company’s benefits package is competitive? Interested to know how others are preparing for retirement? CACM’s newest Compensation & Benefits Study can answer all these questions and more! This new study is based on findings from an industry-wide survey and features a compilation

Well Drilling: Reclaimed H2O Alternative No reclaimed water available and you don’t want to wait? There is another option.

Associations are made of real property, and real property ownership in the State of California contains different rights and interests. Consult with your association’s attorney and a local title company to see if the real property in your common area contains water rights and whether or not you can drill for the water contained in the ground below. If you can, use the correct experts and be sure to research what it takes to maintain a well and what options you have should it run low.

of salaries and benefits for California community management professionals, including:

• Changes & trends in salaries & bonuses

• Medical, life, accident & disability insurance averages

• Retirement program structure & employer contribution

• Detailed breakout by position, specialty & region

Contact registration@cacm.org to order your copy. Survey participants receive a 25% discount.

www.cacm.org | Vision Summer 2014

Want Courses? We'll Travel

Bring a CACM course to your office or area

e go where we’re needed. If our schedule doesn’t mesh with your schedule (or location), take advantage of our offer to come to you!

CACM has courses for every manager, no matter what your career stage or education needs. But, we may not always know when and where you need them. If you’ve reviewed the offerings in the 2014 Professional Development Catalog and the courses you want aren’t scheduled at a convenient time or place, don’t worry! Consider these additional options for getting the courses you need to your area or office at a date and time that works for you:

Individual Managers – Bring a CACM Course to Your Area!

Management Firms – Bring a CACM Course to Your Company!

If there is a particular course you would like to attend, but no convenient offerings scheduled nearby, chances are there are other managers who would like to attend, too. Use the online Request a Course form at www.surveymonkey.com/s/Request_a_Course to join a wait list to bring the course to your area.

CACM helps management companies save time and money through the Private Offering program. You supply the students and classroom facilities and CACM will supply the course materials and instructor. A 15% registration discount applies to each manager member. Contact education@cacm.org for more information.

Vision Summer 2014 | www.cacm.org

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Advertiser Index

WORLD CLASS Your WORLD is managing communities Time to move to the head of your CLASS

Advertiser

Website/Email Page

A.S.A.P. Collection Services.................................www.asapcollect.com................................46

Our cloud-based solution enables you to:

Ameristar Fence Products....................................www.ameristarfence.com............................3

Manage your communities from any device, anytime, anywhere

AMS Paving, Inc....................................................www.amspaving.com................................59

Effectively and easily manage all your tasks, emails, work orders, and inspections

Angius & Terry LLP................................................www.angius-terry.com...............................11

Keep your board members informed with all answers at your fingertips

Bank of Commerce | Sacramento........................www.sacramentobankofcommerce.com.....13 Familiar App Interface

Berding | Weil........................................................www.berding-weil.com..............................31 Berg Insurance Agency, Inc..................................www.berginsurance.com...........................27

cIRAMOBILE cIRA Home

November 2013 Management Report

CID Insurance Programs, Inc...............................www.cidinsurance.com..............................21

My Communities

My Properties

Tasks Summary

My Files

Report Description A Task is an association ation management business matter that requires action and is created by, and/or assigned to either a management company employee, such as the Community Association Manager, or repai and maintenance tasks, should be documented in the Tasks List to clearly track and manage open issues through to completion. Repair and Board Member. All open action items, other than repair maintenance tasks are typically managed using Work Orders although some Tasks may create the need for an underlying Work Order and can be linked to a Work Order. Board Members can create, update and monitor Tasks by accessing the Board Portal at www.ciranet.com . See additional information regarding Tasks at http://www.ciranet.com/SWP/Tasks_Summary_Report.pdf .

Calendar

My Work Inbox

Settings

Tasks Dashboard

CiraConnect..........................................................www.ciraconnect.com...............................63

Condition

Metric 0

Open Tasks Past Due Tasks

Tasks Due Within the Next 30 Days

Tasks On Hold

Tasks Completed or Canceled Since 10/01/2013

Status

Comment / Recommended Action There are currently no open tasks assigned to the Community Association Manager or any of the Board Members. Please ensure all outstanding issues are documented on the task list.

There are currently no open tasks with a status of "On Hold."

Inspection

Community Legal Advisors Inc............................www.attorneyforhoa.com............................5

Completed/Canceled Board Tasks from 10/01/2013 through 11/14/2013

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Task ID

Item

Responsible

Created By

Due Date

35301

Ocean Colony Reserve Study Proposal FY 2014

Completed

dagmar.wachter

10/31/2013

37394

Financial account Balance Review

Completed

ahu6716

dagmar.wachter

11/14/2013

38800

4Q 2013 Ocean Colony Newsletter Conten Content

Completed Complete

dagmar.wachter

rachel.mills

10/07/2013

38844

2013 Engagement Letter

Completed

dagmar.wachter

laura.jones

10/07/2013

Focus Business Bank............................................www.focusbusinessbank.com...................39 Gachina Landscape Management, Inc...............www.gachina.com......................................27

Status

1 2

November 2013 Management Report

Interactive Graphic Map Display

Work Order

Page 14 of 60 Prepared on November 14, 2013

Community Stats at a Glance

Perform Complete Processing on the Fly

Heritage Bank of Commerce...............................www.heritagebankofcommerce.com.......52 Kelly-Moore Paint Co., Inc...................................www.kellymoore.com................................13 Kriger Law Firm.....................................................www.a-khoa.com.........................................3 MPS Financial, LLC...............................................www.mpsfinancial.com ...............................6

Community Management Software and Solutions Call today to learn how you can leverage our fully integrated, easy-to-use solutions that will provide the transparency and visibility you and your communities deserve.

t. 855 255 9541

www.CiraConnect.com

Mutual of Omaha Bank........................................www.mutualofomahabank.com..................5 Neuland & Whitney, APC.....................................www.neulandandwhitney.com..................59 Pacific Utility Audit, Inc.........................................www.pacificutilityaudit.com......................47 Pacific Western Bank............................................www.pacificwesternbank.com..................34 Payne Pest Management.....................................www.paynepestmgmt.com.......................27 Peters & Freedman, LLP.......................................www.hoalaw.com.......................................46 Popular Association Banking...............................www.associationbankers.com...................43 Proserv Plumbing and Drain................................www.proservplumbing.com......................30 Rankin, Law Offices of Ann..................................www.annrankin.com..................................43 Reserve Studies Inc...............................................www.reservestudiesinc.com......................59 SABER....................................................................www.saberfoundations.com.....................30 Seabreeze Patio Furniture, Inc.............................www.pool-furniture.com...........................54 SouthData, Inc......................................................www.southdata.com..................................43 Stagecoach Wireless............................................www.stagecoach-wireless.com.................34 State Restoration, Inc...........................................www.staterestoration.com..........................6 Steve Tingley Painting, Inc...................................www.tingleypainting.com.........................19 Sunset Landscape Maintenance, Inc..................office@sunset-landscape.com .................63

We Donâ&#x20AC;&#x2122;t Stop Caring At Sunset!

Sunset Landscape Maintenance Inc. Est. 1976

(949) 455-4636 :: jim@sunset-landscape.com

SwedelsonGottlieb...............................................www.lawforhoas.com.................................39 Three Phase Electric, Inc......................................www.hoalighting.com...............................25 ThyssenKrupp Elevator........................................www.thyssenkruppelevator.com...............54 TOPS Software......................................................www.topssoft.com.......................................5 Union Bank............................................................www.hoabankers.com...............................19

www.cacm.org | Vision Summer 2014

Empowering Managers. Enriching Communities.

23461 South Pointe Drive, Ste. 200 Laguna Hills, CA 92653

June 1 – August 31, 2014

Grow your NETWORK, Elevate your PROFESSION, Increase your CHANCES OF WINNING!

Do you know a community association manager who isn’t a CACM member? Join our 90-day contest to see who can recruit the most community manager members, and you could win big. • Instantly earn $50 CACM Dollars • Be entered in monthly iPad Mini drawings • Recruit 10+ to be part of the grand prize drawing

Get started now at www.cacm.org/recruitment-contest.html.

Vision Magazine Summer 2014

Articles inside

What’s in Your Landscape Agreement?

The Pros of Transportation Sharing

Sustainability Starts with You

Utility Audits