Central Florida Times | 4th Quarter 2023 Recap by Overflow

CENTRAL FLORIDA TIMES

CAICF.ORG | 4TH QUARTER 2023 RECAP

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4TH QUARTER 2023 RECAP

CONTACT INFORMATION P.O. Box 941125 Maitland, FL 32794 www.caicf.org 407-913-3777 Reini Marsh, CED exdir@caicf.org Membership Manager Tara Ruch membershipmanager@caicf.org

THANK YOU 2023 BOARD OF DIRECTORS! Jarad Pizzuti, President Tracy Durham, CMCA, AMS, CFCAM, PCAM, Vice President Leslie Ellis, CPA, MSA, CGMA, Treasurer Jessica Cox, Secretary Brian Jones, President-Elect Frank Ruggieri, Esq., Past President

A Message from the Chapter Executive Director Hello to the best members in the world! As we say goodbye to 2023 and hello to 2024, the time to reflect on all the things we accomplished this last year has come. We welcomed a new membership manager to help grow the chapter and we are back up to our large chapter status. If you have not met Tara Ruch yet, you can reach her at membershipmanager@caicf.org. We also successfully hosted several meetings in Brevard County last year, and the quarterly meetings have started to get some traction. Thank you for the support of Ms. Eva Rey, whose help has been instrumental in making this a success. Also, I’d like to extend a thank you to our Brevard group of members who have assisted, including Liz Mandeville from Sunrise Bank, Cathy Martin from Valley Bank, and Mathew Cook Luciano from Ask An Adjuster, and Mary Kaufold from Stone Building Solutions for her help in getting board members to these meetings. Some of the events that very well received in 2023 were our fabulous Trade Show, Meet the Managers, ‘90s Rock Bowling and, of course our soggy but still fun, Golf Tournament. A big thank you to Matt Vice of Vice Painting for being our Gold Sponsor for the tournament. We could not have put on these great events without the sponsors! As we look to begin events in Volusia County in 2024, we will be working close with Expert Reserves to ensure success in that county as well. Some of the events we will look to do there includes Happy Hours and some quarterly luncheon meetings. On November 30th, the membership voted in a new Board of Directors for 2024: » Brian Jones, President » Stefanie Nicholson, CMCA, AMS, Vice President » Tracy Durham, CMCA, AMS, CFCAM, PCAM, President-Elect » Leslie Ellis, CPA, MSA, CGMA, Treasurer » Jessica Cox, Secretary » Patrick Burton » Stacey Loureiro, CMCA, AMS » Jarad Pizzuti, Past President » Jackie Swisher (New to the Board!) » Tom Wheir » Ken Zook

Patrick Burton Ken Zook Stacey Loureiro, CMCA, AMS Stefanie Nicholson, CMCA, AMS Tom Wheir

I feel like 2024 will be a lucky year and that we will continue to grow and have fabulous events for all our members. I wish you all the best for 2024 and hope to see you on Thursday, January 11th, for the first meeting of the year at DubsDread!

Reini Reini Marsh, CED CAI Central Florida Chapter

interested in getting more involved? join a caicf committee! If you are interested in getting more involved in the chapter, joining a committee is a great thing to consider. Below are the different committees that we currently have active. Please feel free to contact any of the following committee chairs: CA Day/Trade Show Committee Christy Raymon Don Asher & Associates christy@donasher.com

Gala Committee Ken Zook Waterford Lakes ken.zook@mywaterfordlakes.org

Communications Committee Benjamin Isip Towers Property Management, Inc. ben@towerspropertymgmt.com Education Committee Suzan Kearns Premier Association Management suzan.kearns@premiermgmtcfl.com

Golf Tournament Committee Seamus Devlin RL James sdevlin@rljames.com Legislative Committee Tom Slaten Larsen and Associates tslaten@larsenandassociates.com

Meet the Managers Committee Angela Timmons Greystone Management angela@greystone-mgmt.com

Shayla Mount Arias Bosinger sjmount@ablawfl.com

Membership & Registration Committee Mary Ann Sheriff One Florida Bank msheriff@onelforidabank.com Social Committee David Cofressi Behr Paint

dcofressie@behr.com

Cares Committee John M. Calpey One Florida Bank jcalpey@onefloridabank.com

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CHAPTER UPDATE

2024 Calendar of Events More details regarding upcoming events will be posted to caicf.org under the “Events” tab. Check back regularly for the most up-to-date information. CAICF Board Meetings will be held before or after each of the Monthly Meetings. Please be sure to register for all events in advance, as we need an accurate head count for space and food purposes prior to the event. Thank you for your help! •

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January 11: Monthly Meeting: Luncheon - Managing a Paint & Coatings Project CEU presented by Daniel DeMaio with Florida Paints at DubsDread. Registration begins at 11:30am and the program begins at 12pm. Manager Members & Homeowner Leaders (HOA Board Members) are FREE and Business Partners cost $37. Click here to register and to sponsor the January meeting. Please bring Undergarment Donations to the meeting for The Mustard Seed of Central Florida. We’ll be collecting socks and underwear! Help us reach our goal! The Mustard Seed of Central Florida helps rebuild the lives of families touched by homelessness, personal tragedy, or natural disaster by providing basic household furnishings and clothing. February 23: CA Day & Trade Show - 50 Years of CAI Magic at Orlando World Center Marriott from 9am - 6:30pm. CA Day is an annual educational event and trade show bridging the gap between Homeowner Leaders, Community Managers, and the Business Partners that support them. Every year we choose a theme and immerse ourselves producing a truly exceptional trade show experience. Each booth will be participating in best magical booth designs and visitor engagement competitions. There will be FREE Education Classes available to registered attendees from 9am-2:30pm, 130 vendor expo booths to visit from 11am-3pm, thousands of dollars in raffle prize giveaways, and The Final Act After Party from 3:30pm-6:30pm. After Party tickets are $25 per person for CAMs and Homeowner Leaders,

and $50 per Business Partner online prior to the event and $60 the day of. Or purchase 6 tickets for $275. Each registered CAM and HOA Board Member will receive one drink ticket (soft drink or select alcoholic beverage). Business Partners may NOT attend the Trade Show unless they have purchased a booth or a sponsorship package of $500 or more. If you plan to attend a class and the trade show, please be sure to register for both. Click here to register. •

March 7: Monthly Meeting Luncheon - CEU presented by Stone Building Solutions at Azalea Lodge at Mead Gardens.

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April 4: Monthly Meeting Luncheon at Azalea Lodge

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May 2: Monthly Meeting Luncheon at Azalea Lodge

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June 6: Monthly Meeting Luncheon at Azalea Lodge

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July 18: Meet the Managers

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August 1: Monthly Meeting Luncheon at Azalea Lodge

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September 5: Monthly Meeting Luncheon at Azalea Lodge

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October 3: Monthly Meeting Luncheon at Azalea Lodge

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November 7: Monthly Meeting Luncheon at Azalea Lodge

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December 5: Holiday Gala & Annual Meeting

SPONSOR AN UPCOMING CHAPTER MEETING! Each sponsor for the Chapter Meetings receive face time in front of the membership with the microphone to talk about your company. You will also be able to put give-away items and collateral on all the tables. Space is also provided for our sponsors to display their marketing materials. Every sponsor is important to our chapter and your generous donation goes directly to off set the costs of the program. Only three sponsors are permitted per program. Please consider sponsoring today! CONTACT REINI MARSH AT EXDIR@CAICF.ORG OR 407-913-7777 4

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LOOKING FOR A SERVICE PROVIDER? CAI Central Florida has a list of great service providers in most every industry a Community Association could need! The best part is, they are members! Check it out at: caicf.org/directory.

407.396.0529 yellowstonelandscape.com 4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

EDUCATION

Upcoming Workshops & Manager Education Classes COMMUNITY CONNECTIONS WORKSHOP SERIES

COMMUNITY CONNECTIONS WORKSHOP

This series is hosted in partnership by Orange County Neighborhood Services Division and the City of Orlando Office of Communications & Neighborhood Relations. The workshops are free to all and offered monthly. Please note, there are no workshops in December.

How to Organize/Reorganize Neighborhood Association Saturday, April 13 from 9am - 11am Internal Operations Center 1: 450 E. South Street, Orlando Every neighborhood is vital to the overall health of our community. City and county neighborhoods teams want to assist residents with “getting organized” to make their community the best possible place to live. In this workshop you will learn about resources needed to create, maintain and reorganize a self-sufficient voluntary neighborhood organization in an effort to address challenges confronting neighborhoods. Click here for the April workshop information and to register on Eventbrite.

Renting in a Mandatory Neighborhood Organization Community Saturday, February 10 from 9am - 11am Internal Operations Center 1: 450 E. South Street, Orlando More residents are deciding to rent property within homeowner association communities. This has become a more affordable option over owning due to increased costs of mortgage financing. However, there are aspects of renting in these communities that renters need to be mindful of pertaining to rules, regulations and fees associated with mandatory HOA/COA statutes. This workshop will educate renters on their rights and responsibilities when renting a home within an HOA or COA community. Click here for the February workshop information and to register on Eventbrite. Neighborhood Beautification and Community Garden Bus Tour Saturday, March 9 from 9am - 11am Internal Operations Center 1: 450 E. South Street, Orlando How does your neighborhood entranceway look? Can it use some curb appeal? Will updating the entryway sign, adding new plants, or fixing a damaged wall help foster pride in your neighborhood? If you answer “YES” to any of these questions, attend this informative workshop to find out how the Orange County Neighborhood Beautification Grant and the City of Orlando’s Mayor’s Matching Grant can assist your community. We will then take you on a bus tour to show you some successful neighborhood beautification projects. Click here for the March workshop information and to register on Eventbrite. 6

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EDUCATION FOR MANAGERS CAI offers many online learning opportunities (click on the dates below to register or obtain more information on these Live Virtual Courses) that lead to professional credentials. View the 2023 Education Catalog for additional resources. » » » » » » » » »

January 18-19: M-100 - The Essentials of Community Association Management January 25-26: M-201 - Facilities Management February 8-9: M-360 - Leadership Practices in Building Community February 22-23: M-202 - Association Communications March 7-8: M-100 - The Essentials of Community Association Management March 14-15: M-204 - Community Governance March 21-22: M-205 - Risk Management April 11-12: M-320 - High Rise Maintenance and Management April 18-19: M-100 - The Essentials of Community Association Management

SET YOUR WATERBODY UP FOR SUCCESS THIS YEAR AND BEYOND SOLitude Lake Management is committed to keeping your lakes, ponds, and wetlands healthy and beautiful. Our customizable SOL Pro Plans help set your waterbody up for success. From shoreline erosion repair and depth restoration to improving water quality with aeration and nutrient remediation strategies, our annual management plans keep your waterbody on track year-round. Invest in your waterbody today, and enjoy its beauty for years to come.

Learn More About SOL Pro Management Plans SOLitudeLakeManagement.com/sol-pro

For a full list of our services, visit solitudelakemanagement.com/services

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NEW CHAPTER MEMBERS

BUSINESS PARTNER MEMBERS AquaGuard, LLC Steven Fielding Association Lending Services Sachin Mehrotra Empower HOA Miguel Guinard GetQuorum Mark DiPinto International Security Networks Oliver Pouille Kistemaker Business Law Group Lawn Enforcement Agency, LLC Craig Allen Mcallister McCoy Towing Keith Kalm Prosoco, Inc Paul T. Grahovac Tech Systems Roofing & Painting Thomas Camp Vigilant Services Mark Kramer Walker Consultants Kirby McCleary 8

NATIONAL BUSINESS PARTNER MEMBER

MANAGER MEMBERS CONTINUED

The Inspectors of Election, LLC Kurtis Peterson

Anthony Moseley

MANAGEMENT COMPANY MEMBERS Dominion Management Solutions Inc Julie Vega Dominguez KW Property Management and Consulting, LLC Tim O’Keefe

MANAGER MEMBERS Justin Torrens Community Management Professionals, Inc. Angela C. Timmons Greystone Management Company Paul Petrulis Kathleen E. Hardt, CMCA, AMS Melissa K Ludwig Anneke McCulloch, CMCA, AMS

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Jill Nicole Rygh, AMS, PCAM

STUDENT MEMBER Shannon De Witt

VOLUNTEER HOMEOWNER LEADER MEMBERS Linda Sgallata Indian Point Homeowners Association Russell Roberson The Plantation at Leesburg Homeowners Association

WANT TO JOIN? Homeowners, Managers, and Business Partners can become members. If you provide products or services to community associations, CAI can give you direct access to thousands of potential customers and provide unique opportunities through networking luncheons, socials, and other great events. Visit caicf.org/resources/ membership to learn more!

Free Defect Inspection and Consultation Cost Estimation for Mediation Interim Repairs Waterproofing Sufficiency Of Settlement Analysis Destructive Testing Post Litigation Repairs

Construction Management and Consulting Stucco Application Carpentry Deck Coatings Reconstruction Scope of Work Creation Construction Planning

Call For Your Free Inspection Today! info@empireworks.com 888.278.8200 www.empireworks.com 4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

ASSOCIATION OPERATIONS

Three Tools to Streamline Day-to-Day Operations BY TAMMY ZUKNICK, VICE PRESIDENT, ASSOCIATION BANKING, AMERICAN MOMENTUM BANK

ommunity association managers and their partners are tasked with managing heavy workloads these days. Some are responsible for managing requests from thousands of homeowners in the communities they serve. Others are still dealing with the extra work involved to set right communities that were impacted by Hurricane Ian last year. Still others are simply shortstaffed or under-resourced, due to labor challenges and economic factors currently at play.

1. COMMUNITY WEBSITE

This can leave CAM employees burned out and wishing for more time in the day.

What is the magical cure to answering the most common homeowner questions? Live community websites.

While no computer program or mobile app can actually increase the number of hours in a day, there are three technology tools community association managers can use to free up some of their precious time by streamlining day-to-day operations.

Websites can provide more than just notification that there will be a community yard sale on Saturday. They can allow owners to

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The most time-consuming issue for employees of property management companies is dealing with homeowner questions. Allowing an owner to self-serve some of the more common questions not only decreases the number of phone calls to the management company but also empowers the owner and instills confidence in the company they have chosen to manage their property.

Continued on page 12

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4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

ASSOCIATION OPERATIONS orders and send pictures and confirmation to the owner that the work has been completed. In addition, managers who are inspecting completed projects, such as landscaping, painting or pressure washing, can approve vendor invoices and close out projects from the app. Mobile-friendly cloud-based apps can save community managers significant time and headaches.

3. INTEGRATED ACCOUNTING SOFTWARE “Integrated accounting software” means the bank and the software communicate. This integration eliminates steps – and, therefore, saves time. It also helps prevent fraud and decreases human error for community association managers and accountants. With integrated accounting software, the bank tells the software what transactions cleared the bank each day. The software then reconciles the transactions to the check register in the software. If there are discrepancies, the software puts out an alert for the accounting team.

view their personal accounts in real time, check the status of their requested work orders, and view violation letters, including pictures of the violation to be corrected. They can also be used to push information out to owners, such as, “The west parking lot will be closed for resurfacing,” or “Hurricane Ian is expected to impact your community.” Board members can also view financial packages, check account balances and even approve invoices for their community, no matter what state they are in. Websites can provide a wealth of knowledge to homeowners and board members without them ever having to pick up the phone to call the management company.

2. MOBILE-FRIENDLY, CLOUD-BASED APPS Community association managers, especially portfolio managers, spend a great deal of time at the properties they manage. Without software that’s easy to use on tablets and smartphones, many must make hard-copy lists of work to complete, then head back to the office for hours of computer time to address them.

This integration is a powerful fraud prevention tool and saves significant time by reconciling every bank account daily. When accounts are reconciled daily, accountants can catch and correct errors or potential fraud long before they receive the monthly bank statements. Integrated software can also push bank statements directly into the software. This allows accountants to start on the monthly financial reports on the first business day of the month rather than waiting for paper or e-statements to arrive. And since the accounts are already reconciled, there are no surprises to slow down the monthly process. Many software applications have a wide range of tools, such as those listed above. At American Momentum Bank, we are proud to partner with several industry-leading software providers to offer these integrated banking solutions. If your community association management company is looking for more time in the day, start by considering how the above three tools can help streamline your day-to-day operations – and lead to happier staff and clients.

Many of these tasks can be completed on the spot at the property by utilizing cloud-based technology and mobile applications. Tammy Zuknick is Vice President of Association

The right apps can allow managers to work with the software while in the field. They can put pictures of violations directly into the app, prompting a violation letter to be sent. Also, they can close work 12

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Banking at American Momentum Bank. For more information, Tammy

can be reached at tzuknick@

americanmomentum.bank and 941-713-8523.

Engage.Envision.Engineer. THE

FUTURE IS HERE.

KIPCON provides our clients with the best Reserve Study Report for their community. The Kipcon Reserve Study +™ provides ongoing planing tools, including access to our online password-protected portal which allows the client to interactively adjust their Reserve Study.

KIPCON provides our clients with the most CUTTING EDGE DRONE TECHNOLOGY in the industry. Drone technology is now fully-integrated into all of our services, and increases quality and efficiency in a timely and cost-effective manner.

Engineering Consultants Reserve Studies, Transition Studies, Inspections and more. Designs and Specs, Building/Site Kipcon Florida 8297 Champions Gate Blvd. #270, Champions Gate, FL 33896 Phone (407)782-5214 • jshannon@kipcon.com • Kipcon.com

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MEMBERSHIP

Member Spotlights Featured on CAICF Social Media

very month, we will be shining the spotlight on a member from our chapter, and that next member could be you! If you are interested in participating, please click here to fill out the questionnaire on a Google Form, or if you prefer to fill out via email, please answer the questionnaire below and email it back to Amber@hifive.agency.

JEFF CHASE G & A CERTIFIED SOUTH ROOFING In just one year with CAI, Jeff has already woven a network of over a dozen relationships through our community! Here's to turning connections into successes! #CAISpotlight #CAIOnline #WeAreCAI

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» » » » » »

Company Name: Contact Name(s): How did you hear about CAI? Membership Length: Top Things you love about being a CAI Member: Any additional details you’d like to share (example: number of referrals you’ve received by being a member):

We’d love to include a picture of you or your company, as well as tag your company in any of the social platforms that we post to. If this is something you’re interested in, please provide a photo as well as the links to your social media accounts.

Managing and innovating association banking solutions is our business, so you can focus on growing yours. Specializing in:

Meet Your Association Banking Experts: Paul Knuth, LCAM Senior Vice President (407) 865-4800 pknuth@allianceassociationbank.com

No-Fee Checking Accounts Online Banking Loans & Credit Solutions*

Tyler Morton Sales Support Officer (772) 696-1566 tmorton@allianceassociationbank.com

ConnectLiveTM Software Integrations In-State No-Fee Lockbox Services ACH & Online Payment Services *All offers of credit are subject to credit approval.

Top 10 - Forbes Best Banks

allianceassociationbank.com

Alliance Association Bank, a division of Western Alliance Bank, Member FDIC. Western Alliance ranks top ten on Forbes’ Best Banks in America list, four years in a row.

A Resident Expert in your Landscape Creating a place that feels like home starts from the ground up. Enlist a skilled team with deep expertise in creating outdoor spaces that increase property value and ensure your community is a coveted place to live. With thoughtful planning and an unwavering attention to detail, we ensure your community’s goals are met and resident satisfaction is high.

One Partner for All Your Landscape Needs Design • Develop • Maintain • Enhance

David George 407 341 1729 david.george@brightview.com www.brightview.com

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2023 GOLF TOURNAMENT

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A TRUSTED PARTNER FOR COMMUNITY ASSOCIATIONS Sherwin-Williams understands the needs of HOAs and has the products and services to ensure long-lasting curb appeal and easy maintenance. From premium paints that provide performance and protection to color design services, on-site assistance, maintenance manuals and more — we’re here to help throughout the state of Florida.

Orlando Metro District Amber Schmidt Community Association Specialist The Sherwin-Williams Company

(352) 504-9079

EXPERIENCE THE HOME OF HOA BANKING It’s time you had one place to go to meet all your HOA banking needs. Simplify your HOA banking experience today. Shelby Benson | VP | Business Banking HOA | COA Solutions Group 321.332.3186 or sbenson@valley.com

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2023 HOLIDAY GALA & ANNUAL MEETING

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FROM&THE LAKE POND CED

What You Need to Know About Pond Management as a Property Manager ARTICLE & PHOTOS BY SOLITUDE LAKE MANAGEMENT

aking on the new role of property manager for a homeowners association or residential community can be an exciting yet challenging venture. It involves navigating through a myriad of new information, understanding community dynamics, and ensuring operations continue to run smoothly during the transition period. One aspect of community management that often surprises new property managers is the complexity of community lakes and stormwater ponds. When it comes to maintaining healthy, beautiful aquatic ecosystems, there is a lot more than meets the eye, and it can be overwhelming to learn that poorly managed waterbodies are a big source of complaints among residents. Stormwater ponds are important functional resources that collect rainwater, filter pollutants, and prevent flooding during storms. Improperly maintained equipment can lead to damaged community infrastructure and have devastating financial consequences. Community managers must become well-versed in the unique challenges of pond maintenance and learn effective strategies to preserve the longevity of these resources. Effective management is not only crucial from a functional perspective, but it is also an impactful way to enhance the value and desirability of a community. Lakes and ponds offer much more than just a pleasant sight for

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passersby – they have the potential to be community focal points for fishing, nature watching, picnics, and other activities. Here are five key facts you should know as you begin your new pond management journey.

1. MOST COMMUNITY PONDS ARE MAN-MADE First, it’s important to understand that most community waterbodies are man-made. In urban spaces, there are few areas where water can naturally absorb into the ground. Instead, it flows over roads, sidewalks, and other impervious surfaces. Stormwater ponds prevent flooding by safely redirecting water to nearby streams, rivers, or lakes.

2. NO TWO WATERBODIES ARE THE SAME Ponds are constantly changing and influenced by dozens of factors, including weather patterns, sunlight, topography, land use, their depth and size, and even wildlife that are present in and around the waterbody. Because no two waterbodies are the same, a one-sizefits-all management program is less likely to help you achieve your goals; strategies that work for a pond in another community may not work for yours, so it’s important to develop a custom plan that supports the unique characteristics of your waterbody. Continued on page 22

WINTER LAKE MAINTENANCE: PAVING THE PATH TO CLEAN, BEAUTIFUL WATER IN SPRING Don’t overlook winter maintenance for your lake! By removing excessive vegetation, repairing shoreline erosion, addressing depth restoration, and conducting fountain and aeration system maintenance, you pave the way for a fresh start in spring.

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· Pressure Washing · Industrial Coatings · Pool Deck Restoration

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LAKE & POND 3. PONDS “AGE” NATURALLY, BUT HUMAN ACTIVITY IS ACCELERATING THIS PROCESS Over time, lakes and ponds undergo a natural aging process called eutrophication, where they accumulate nutrients like phosphorus. However, human activities can accelerate this process through poor agricultural and landscaping practices, urban development, fertilizer use, and pollution stemming from trash, detergents, sewage, pet waste, and motor oil. Stormwater ponds that become inundated with excess nutrients are more likely to develop nuisance aquatic weeds, algae, and toxic cyanobacteria (blue-green algae). It’s important to educate community members about these nutrient pollution sources so they can make responsible choices that support healthy community waterbodies.

4. SHORELINE MAINTENANCE IS EQUALLY IMPORTANT Lake and pond shorelines play a direct and vital role in the health of a waterbody. The shoreline acts as a buffer zone between land and water, providing a transition area that supports a diverse range of plant and animal life. Healthy shoreline vegetation helps filter pollutants, stabilize the soil, prevent erosion, and reduce the impact of stormwater runoff. Shoreline deterioration is often the first indicator of an unhealthy waterbody. In addition to endangering residents and increasing liability concerns for a community, unstable shorelines can exacerbate nutrient loading and other water quality problems.

5. PROACTIVE MANAGEMENT GOES BEYOND WEED AND ALGAE CONTROL Weeds and algae are not just unsightly, they’re often a symptom of a more serious problem. During the eutrophication process, the bottom of a pond accumulates eroded sediment, animal waste, and plant matter that create a layer of muck as they decompose. Over

time, water quality can deteriorate and the pond will lose depth and volume until it no longer holds stormwater as intended. Once reaching this point, dredging will be required to reset the waterbody to its original form. Dredging is one of the biggest expenses a community may ever face, which is why it’s important to budget several years to decades in advance and implement preventative measures to slow its decline. Preventative water quality testing and lake mapping are essential to aid in reserve studies and financially prepare for eventual dredging needs. Once a new community manager understands these basics and the benefits of getting ahead of pond problems before they occur, they may face the additional challenge of getting residents on board with investing in a proactive management program. This is often due to a lack of understanding and gives community managers an opportunity to demonstrate their leadership through education and mediation. Neglected stormwater equipment can result in flooding that endangers residents and damages homes, parking lots, landscaping, and amenities. Eroded shorelines can increase the likelihood of falls and accidents. Stagnant water promotes mosquito breeding, posing health risks from mosquito-borne diseases. The value and desirability of a community can plummet as a result. Successfully informing residents about these dangers can help cultivate a sense of collective responsibility and foster more effective working relationships between residents and community leaders. A professional pond management partner can assist in this process by implementing science-backed maintenance strategies and keeping leaders informed on the progress of their programs. When considering a management partner, look for one that not only prioritizes an integrated approach, but also works to understand your “why” – whether that’s to restore beauty to your community, delight and attract new residents, increase safety, reduce long-term expenses, or all of the above. Ultimately, expanding knowledge and proficiency in pond management is crucial for property managers who want to establish themselves as competent and reliable leaders. It enables them to educate community members, gain support for investing in essential services, create new recreational opportunities, and make informed decisions that benefit their community’s value and well-being.

SOLitude Lake Management is a leading environmental firm dedicated to the Lake mapping a community pond.

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sustainable management of lakes, ponds, wetlands, and fisheries. Learn more about this topic at www.solitudelakemanagement.com/knowledge.

What’s Lurking Beneath the Surface in Your Community We handle claims on a contingent fee basis, advancing all fees and costs We have attorneys Board Certiﬁed in Construction Law by The Florida Bar We will partner with your current attorney for your association and solely handle the construction defect claim Do not let your claims expire! Call us at 407.455.5664 for a free inspection and report of any ﬁndings of construction defects

BOUTIQUE SERVICE | TOWERING CAPABILITIES Construction Legal Services | www.balljanik.com

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9am-2:30pm

Education

11am-3pm

Trade Show

3:30pm

After Party

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VISIT CAICF.ORG FOR MORE INFORMATION & TO REGISTER

ANNUAL EXPO

2024 CA Day & Trade Show: 50 Years of CAI Magic

A Day is an annual educational event and trade show bridging the gap between Homeowner Leaders, Community Managers, and the Business Partners that support them. Every year we choose a theme and immerse ourselves producing a truly exceptional trade show experience, with this year’s theme being “50 Years of CAI Magic.” Each booth will be participating in best magical booth designs and visitor engagement competitions. There will be FREE Education Classes available to registered attendees from 9am-2:30pm, 130 vendor expo booths to visit from 11am-3pm, thousands of dollars in raffle prize giveaways, and The Final Act After Party from 3:30pm-6:30pm. After Party tickets are $25 per person for CAMs and Homeowner Leaders, and $50 per Business Partner online prior to the event and $60 the day of. Or purchase 6 tickets for $275. Each registered CAM and HOA Board Member will receive one drink ticket (soft drink or select alcoholic beverage). Business Partners may NOT attend the Trade Show unless they have purchased a booth or a sponsorship package of $500 or more. If you plan to attend a class and the trade show, please be sure to register for both.

ATTENDEE REGISTRATION Click HERE for Attendee Registration to CA Day & Trade Show.

PARKING HOA Board Members park for FREE (no valet). CAMs and Business Partners can purchase discounted parking for $15. Please park in the self-parking garage on or close to the 3rd floor. Take the pedestrian bridge on the 3rd floor into the convention center and take the escalator down to the first floor. There is no entrance on the back of the hall to the convention hall unless you walk around the building. Do not take the shuttle to the lobby.

TRADE SHOW ENTRANCE The trade show is free to HOA Board Members/Homeowner Leaders and Managers, but there is a big change this year, as companies/ businesses and CAI Business Partners NOT purchasing a booth or a sponsorship of at least $500, may NOT attend the event (please see Suitcasing Policy below). Everyone attending the Trade Show must register by Friday, February 16.

HOTEL ROOM RESERVATIONS There will be discounted rooms available at the Marriott to those attending the 2024 CA Day & Trade Show (dates include 2/22 & 2/23). Bypass registration on Friday morning, February 23, get your hotel room and set your booth up on Thursday night, February 22, and enjoy the show the next day! These reduced rate rooms can be booked through February 1, 2024. Book your room reservation by calling 800-621-0638 (mention CAI 2024 Annual Trade Show) or by clicking HERE to make your reservation online.

SUITCASING POLICY CAI has a no tolerance policy regarding “suitcasing,” which describes the practice of non-sponsoring companies or individuals of soliciting sales or sales leads in the lobbies and/or representing their services or soliciting trade show participants for conflicting social activities. Violators of these policies will be ejected from the trade show if applicable, and charged $3,000 which must be paid prior to registering as an attendee, exhibitor or sponsor at any future CAI events. Businesses participating as Trade Show attendees are permitted to leave their contact information at the registration desk to be added to the chapter’s database; visit the CAICF membership table to gather information about the chapter and its programs; view the exhibit area to determine future participation; and to attend educational programs.

EDUCATION CLASSES Classes are free to attend, but registration is required as there will be limited seating. If you plan to attend a class and the trade show, please be sure to register as a trade show attendee and for each class you wish to attend. » Class #1: 9am - 11am – Board Certification Class (CEU Credit for CAMs) with Frank Ruggieri of The Ruggieri Law Firm » Class #2: 10am - 11am – Covenant Enforcement CEU with Alan Schwartzseid of Kaye Bender Rembaum » Class #3: 11:30am - 12:30pm – Financial Topics for Boards CEU with Leslie Ellis of Glickstein Laval Carris P.A. CPAs » Class #4 – 11:30am-12:30pm: Legal Panel with Becker and Angius & Terry » 12:15pm-1:45pm: Lunch

However, under NO circumstances are they allowed to solicit their company and/or business to any attendees, exhibitors, speakers, etc. Trade Show participants and exhibitors are instructed to contact security if there are any violations of this policy and the violator(s) will then be escorted out and removed from the Trade Show. Exhibitors and Sponsors have paid for the opportunity to promote their business to prospective clients and do not appreciate being solicited by vendors or undermined by competitors. This conduct is disrespectful and does not make a good impression with CAICF members, especially property managers. Therefore the CAICF Chapter expects all business attendees to respect its policies, so that the Trade Show participants can focus on their purpose for attending and not be put in an uncomfortable situation. 4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

Sponsorships

ITEMS BELOW SUBJECT TO CHANGE WITHOUT NOTICE

The Final Act

After Party Sponsors: $3,000 - 2 of 3 Available » Logo and company name on all promotional materials. » Full page, full color ad in the Trade Show program. » Logo on approximately 17,000 mailers/tickets that are distributed via mail and delivered to board members and CAMs. » Two free Parking Passes for day of show. » Highlighted as sponsor in the Trade Show program. » Presenting Sponsor Signage at the front entrance and at the After Party. » After Party wristbands printed with sponsor’s logo. » Privilege to provide beverage napkins with company logo at the After Party. » May provide material to insert in approximately 1,200 Trade Show bags.

Enchanted Elixir

CAM Drink Sponsor: $2,000 - 1 Available » » » » » »

Logo and company name on all promotional materials. Half page, full color ad in the Trade Show program. Two free Parking Passes for day of show. Highlighted as sponsor in the Trade Show program. Signage at the front entrance and at the bar area. Privilege to provide beverage napkins with company logo at the Trade Show bar. » May provide material to insert in approximately 1,200 Trade Show bags. » 1 Drink Ticket per CAM

Fairytale Fortress Décor Sponsors: $2,000 - 2 Available » » » » »

Logo and company name on all promotional materials. Half page, full color ad in the Trade Show program. Two free Parking Passes for day of show. Highlighted as sponsor in the Trade Show program. Presenting Sponsor Signage at the front entrance and at the decor area. » May provide material to insert in approximately 1,200 Trade Show bags. 26 C E N T R AL F L O R I D A T I M ES | 4 TH Q U A R TER 2 0 2 3 RECA P

Witch's Brew

Concession Sponsor: $2,200 - 1 Available » Greet attendees in the Lobby Area outside classrooms. » 5 minutes to introduce your company at beginning of class. » Logo and company name on select promotional materials, Chapter website, and select emails. » Half page, full color ad in the Trade Show program. » One (1) free parking pass for day of show. » Highlighted as sponsor in the Trade Show program. » Signage outside of classroom area. » Privilege of providing beverage napkins with company logo at the Concession Snack area. » Sponsor recognized at the monthly Chapter meetings. » May provide material to insert in 1,200 Trade Show bags.

Magical Moment

Photo Booth Sponsor: $1,500 - SOLD » » » » » »

Logo and company name on all promotional materials. Half page, full color ad in the Trade Show program. One free Parking Passes for day of show. Logo on all photos. Highlighted as sponsor in the Trade Show program. Presenting Sponsor Signage at the front entrance and at the photo booth. » May provide material to insert in approximately 1,200 Trade Show bags.

Abracadabra Bar

Bar Sponsors: $1,200 - 4 of 5 Available » » » » » »

Logo and company name on all promotional materials. Half page, full color ad in the Trade Show program. One free Parking Pass for day of show. Highlighted as sponsor in the Trade Show program. Signage at the front entrance and at the bar area. Privilege to provide beverage napkins with company logo at the Trade Show bar. » May provide material to insert in approximately 1,200 Trade Show bags.

CAI School of Wizardry Houdini's Apprentice Board Certification: Presenter, $900 - SOLD; Sponsor, $900 - 3 Available CEU Class: Presenter, $900 - 3 Available; Sponsor, $900 - 3 Available Legal Panel: Presenter, $900 - 3 Available; Sponsor, $900 - 3 Available » » » » » »

Industry Exclusive Business card size, full color ad in the Trade Show program. Ability to leave marketing material at each seat. 5 minutes to introduce your company at beginning of class. Highlighted as sponsor in the Trade Show program. Signage outside of classroom space.

The Magician $250 - Unlimited

» Business card size, full color ad in the Trade Show program.

After Party Tickets

$500 - 14 of 15 Available » » » » »

Logo and company name on all promotional materials. Business card size, full color ad in the Trade Show program. Highlighted as sponsor in the Trade Show program. Signage at the front entrance. May provide material to insert in approximately 1,200 Trade Show bags.

Voodoo Krew Security Sponsor: Free - Filled

» Provide staff for security of Trade Show and After Party. Approximate times are 8am to 6:30pm. » Half page, full color ad in the Trade Show program. » Logo and company name on all promotional materials. » Three free Parking Passes for day of show. » Highlighted as sponsor in the Trade Show program. » Signage at the front entrance. » May provide material to insert in approximately 1,200 Trade Show bags.

Notice

$25-$60

Join us directly after the Trade Show for The Final Act After Party. Tickets are $25 per person for CAMs and Homeowner Leaders. Tickets are $50 per person in advance and $60 the day of the event for Business Partners or purchase 6 for $275.

TO BUSINESS PARTNERS Business Partners may NOT attend the Trade Show unless they have purchased a Booth or Sponsorship of $500 or more.

AT CAICF.ORG NO REFUNDS 30 DAYS PRIOR TO EVENT

WISHING WELL FOR CHARITY Your small change makes big change, that is the magic! 4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

LEGISLATION

Florida 2023 End of Special Legislative Session Report BY COMMUNITY ASSOCIATIONS INSTITUTE FLORIDA LEGISLATIVE ALLIANCE

he CAI Florida Legislative Alliance (CAI-FLA) actively advocated on behalf of the approximately 9,674,000 Floridians living in 3,855,000 homes in more than 49,420 community associations across the Sunshine State (see flyer on the following page) during the 2023 state legislative session and special session. CAI-FLA, which advocates on behalf of Florida community associations was instrumental in shaping these new laws, and in some cases, defeating unwanted legislation throughout the year. The Florida State Legislature held a Special Legislative Session from November 6, 2023 through November 9, 2023.

disaster relief programs in Florida. The bill appropriates funds for the My Safe Florida Home Program and sets in statute a formula for the disbursement of program funds based on application deadlines. The bill also appropriates funds for the Hurricane Housing Recovery Program, to be administered by counties and municipal governments impacted by Hurricane Idalia. Hurricane Housing Recovery Program activities include:

» »

As a reminder, the 2024 Regular Legislative Session begins on January 9, 2024. Below is a brief overview from the 2023 Florida State Legislature Special Session.

HB 1C DISASTER RELIEF

» » »

Site preparation, demolition, repair, and replacement of housing. Repair, replacement, and relocation assistance for manufactured homes. Acquisition of building materials for home repair and construction. Assistance to homeowners to pay insurance deductibles. Down payment assistance. Housing reentry assistance, such as security deposits, utility deposits, and temporary storage of household furnishings.

The CAI Florida Legislative Alliance supported this bill and asked for increased funding. CAI-FLA also led the conversation to add condominium units and associations to the program, resulting in a committee from legislators to make this addition to statute during the 2024 regular legislative session. CAI-FLA drafted amending language and is working to have it incorporated in 2024.

The bill also impacts homeowners who live on land designated for agricultural use by the State of Florida. It makes the purchase of fencing materials exempt from sales tax, beginning retroactively on

This bill is a large package designed to appropriate funds for various

Continued on page 30

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FLORIDA

COMMU N I TY AS S O C I AT I O N S

FACTS & FIGURES

These residents pay nearly $18 billion a year to maintain their communities. These costs would otherwise fall to the local government. 322,800 Floridians serve as volunteer leaders in their community associations each year, providing $345.5 million in service. The median home value in Florida is $196,800. Homes in community associations are generally valued at least 4% more than other homes.

Community associations, also known as homeowners associations, condominiums, housing

Approximately 9,674,000 Floridians live in 3,855,000 homes in more than 49,420 community associations.

| 89% | say their association’s rules protect and enhance property values (68%) or have a neutral effect (21%).

| 74% | of residents oppose additional regulation of community associations.

| 89% | of residents rate their community association experience as positive (67%) or neutral (22%).

| 84% | say they always or usually vote in state and local elections. 86% vote in national elections.

By 2040 the community association housing model is expected to become the most common form of housing. SOURCES: Community Associations Fact Book 2022, FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH, foundation.caionline.org. Note: Statistics published are estimates generated from seven public/private data sources; including the American Communities Survey.

cooperatives, common interest developments, and planned communities, are neighborhoods where homeowners share responsibility, ownership, rights, and use of common amenities, facilities, and space. Community associations are created, governed, and managed by state statutes. State statute provides for neighbors to elect neighbors to manage the administration and operations of the community. The financial engine of the community is based on mandatory assessments paid by every homeowner to cover the costs of conducting association business—such as common area maintenance, repair and replacement, essential services, routine operations, insurance, legal compliance, landscaping, facilities maintenance as well as savings for future needs. CAI supports public policy that recognizes the rights and responsibilities of homeowners and promotes the self-governance of community associations— affording associations the ability to operate efficiently and protect the investment owners make in their homes and communities.

www.caionline.org (888) 224-4321 Follow us @CAIadvocacy @CAIsocial 4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

LEGISLATION August 30, 2023, through June 30, 2024. The materials must be used to replace or repair fences located in Charlotte, Citrus, Columbia, Dixie, Gilchrist, Hamilton, Hernando, Jefferson, Lafayette, Levy, Madison, Manatee, Pasco, Pinellas, Sarasota, Suwannee, or Taylor Counties that were damaged as a direct result of Hurricane Idalia. It also appropriates funds for the repair of certain agricultural buildings via a new loan program. Loans must be secured by lien, subordinate only to the mortgage. Status: Successfully PASSED, signed by Governor DeSantis November 13, 2023. Effective immediately.

SB 2C DISASTER RELIEF Much like its House counterpart, the CAI Florida Legislative Alliance supported this bill and asked for increased funding. This was the Senate’s disaster relief package which was eventually substituted by the Senate for HB 1C. The major difference in this bill was that, upon introduction, it did not contain language which stated the lien for the loan funding for agricultural building repair was subordinate to the mortgage. That language was later added in via an amendment before the Senate chose to substitute the bill for HB 1C.

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Status: Substituted for HB 1C. For more information on community association legislation in Florida, visit www.caionline.org/Advocacy/LegalArena/Laws/Pages/ FL.aspx.

YOUR ASSISTANCE IS NEEDED CAI relies on outside resources such as professional lobbying as a vital and integral part of the legislative process. The volunteers who advocate – including homeowner leaders, community managers, and business partners – greatly rely on contributions from management companies and business partners in addition to individuals to continue their important efforts in the legislature. CAI needs your financial support to bolster their advocacy activities in 2023 and beyond. We encourage donations from Florida community associations, business partners, and individuals. Please visit www.caionline.org/lacdonate and donate to CAI’s Florida Legislative Action Committee to support our continued efforts. We need YOUR voice! Sign up today to become a CAI Advocacy Ambassador and help shape legislation in your state!

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4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

ASPHALT

Asphalt Treatments & Your Community BY CONNIE LORENZ, PRESIDENT, ASPHALT RESTORATION TECHNOLOGY SYSTEMS, INC.

f you had the opportunity to attend my HR class, “Communicating with a Multi-Generational Board & HOA,” last September at the CAI monthly luncheon, I hope that you at least took away from the class that knowledge is power! This same statement is particularly relevant when it comes to maintaining your asphalt and the many “new and improved” ideas that will come your way from the many different communication platforms that are now at our fingertips. Some contractors will send you videos of their product being applied in a state that is obviously not Florida (likely not even from this decade). Others will make you promises that they won’t be able to keep, not because of ill intentions, but because of the sales mentality of a commission check that comes with new business. And finally, there will be the select few who will tell you the exact truth about what you have, where you are going, what to do with it and how to get the most out of it ... without bias and without judgement of what you have done in the past. Of course, the challenge is in finding that unicorn. There are a lot of boards that once they begin to learn about pavement and finally understand that the most expensive item on their reserve list could be much less if they truly understood asphalt and why it 32

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breaks down, not how to just keep it black all the time. I’m talking about taking an expense on your reserve study and finding a way to significantly reduce it. Unfortunately, by the time they get the hang of it, find a contractor they can trust, their term is often over and it’s time for them to step down and someone new to come in and start the whole learning process over again. If boards would learn to set up an asphalt maintenance program for their community and not just the sitting board, they would find that the future boards of the community wouldn’t be throwing out so much good money after bad if a maintenance program was established. I am not talking about a wishy-washy program that leaves open ended questions for each new board, I am talking about a community making a commitment to a type of program understanding why they chose that and what their expectations are from it. Depending on where your asphalt is, the age of it, level of deterioration, sub-base stability, and existing surface treatments would help direct you towards the best maintenance program for your community, not the one next to you with half the amenities and no gate! Continued on page 34

We are proud to support

The CAI Central Florida Chapter Pacific Western Bank is a banking partner of choice in the community management industry. Our extensive experience, industry-specific platform and in-depth understanding of your unique banking requirements allow us to deliver financial solutions to meet your needs today and into the future. Call us today to simplify your banking with a one-stop portal solution.

Let’s Connect.

Michael McCaffrey | VP, Regional Account Executive I HOA Services 813.753.4555 | mmccaffrey@pacwest.com PACWEST.COM/HOA

4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

ASPHALT If your asphalt has been previously treated with a water-based emulsion also known as sealcoating, then you must stick with that type of program until a new asphalt cap is installed. This type of program is awesome for a community that wants to refresh the appearance of their roadways every couple of years for aesthetic appeal. This community should be prepared to replace their roadways a little bit sooner than expected depending again on surrounding circumstances that might effect the longevity and performance of the surface treatment applied. Water based emulsions are, or used to be, the least expensive of your asphalt maintenance programs and are typically the first product chosen when a board is trying to reduce their overall expenses yet refresh the appearance of their community. The product could be applied within months of a new overlay and is sometimes used by contractors to cover up defects created during the paving process when they don’t want to replace the damaged asphalt. It is typically 30% to 35% water with 2 to 3 pounds of sand added per gallon and can be applied with different methods such as using a spray wand, squeegee application or by a device mounted on a truck. The manufacturer typically requests that the product be applied in 2 applications with a 3rd application in your drive lanes and turn areas. If you really want to get crazy, read the manufacturers direction to pressure wash your roadways prior to application as well as priming and/or replacing any fluid damage on your pavement. This surface treatment can last up to 5 years if the treatment is applied early enough to a surface before the stone gets polished. Polished stone occurs in areas of high traffic like entrances and turn areas and if you think of a rock in the river and the water constantly wearing it down to a smooth surface, you will see that the drive lanes and turn areas of your community will be the first areas to start delaminating or “peeling up”. Remember that water and oil don’t mix on your salad so applying a water-based surface treatment to your oil-based asphalt cap and then driving on top of it might not necessarily be the best option, but it is a choice nonetheless as long as you are aware of the “side effects” of the product. I like to recommend to communities to use this type of program at their clubhouse, or areas that they have a lot of events at or is more “front stage” and they would like to refresh the aesthetic appeal whenever they want for like holidays or events they might host. Sealcoating is a product that can be applied to pavement and if you spill something on it like paint, I can come back and reapply it immediately without issue. It is recommended by the manufacturer to be applied every 5 years however we have communities that apply it every year or two because that’s how they “do it up north.” It is not recommended on older pavement and keep in mind that water seeks its own level so you will find that your friction course might not be what it used to be. Think of flip flops, a sealcoated 34

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path at a theme park and a rainstorm! The downfalls of these products are that the more you apply, the faster your pavement breaks down and can actually reduce the life expectancy of your pavement. The cracking that occurs with over application becomes a future expense as you cannot apply a new asphalt overlay to this type of surface condition. The reflective cracking that will start to occur within months of your new pavement will reduce the life of your overlay to half of its life expectancy if not less! My favorite product on the market is an asphalt rejuvenator that I carry called Pavement Dressing Conditioner or PDC for short! PDC has over 30 years of experience in Florida alone and over 70+ years’ experience with the FAA, Army Corp of Engineers, and the military all around the world! PDC is a product that was designed back in the 1950s to prevent F.O.D. (Foreign Object Debris/Damage) damage on airport runways when the military switched from aviation gas to jet fuel. They found that the aviation gas would evaporate quickly without really causing any damage to the binders, or glue, that holds the aggregate (rock) in place that makes up your pavement. However, the jet fuel, being a heavier gas, would stay on the pavement longer and weaken the binders that held your pavement together. Due to the fact that sealcoating is prone to crack over repeated application, with aviation gas there was no problem however with repeated saturation of the jet fuel, the binders would become so weak that the aggregate would start to ravel away from the pavement and then be sucked into the planes turbines thus causing damage to the engines…we don’t want that! Seriously! This is when the Army Corp of Engineers got involved and told the asphalt industry, they needed help because not only was it dangerous for everyone, but it also wasn’t cheap to shut down an airport runaway and repave it all the time! PDC conditioned the binders and extended the life of the asphalt as well as provided a barrier of protection from fluid spills that not only stabilized weakened areas at the time of application, but also provided a level of protection afterwards for up to 5 to 7 years after treatment! In Florida, we found that because we do not have a freeze/thaw cycle PDC actually lasts longer with each application. If we get 5 years out of the first treatment, we have seen communities get 8 years out of the second treatment and the 3rd treatment so far is over 13 years old and we still haven’t reapplied it! CRAZY! Another awesome quality of PDC is that it blackens the pavement at the time of application. Some asphalt rejuvenators, and I mean Continued on page 35

ASPHALT REAL asphalt rejuvenators that show actual change in numbers in rheological studies, are clear and designed to condition the binders but not necessarily enhance the aesthetic appearance of your community. Be sure that the testing was done by a truly independent company where they actually pull the samples not just tested samples given to them. Additionally, these clear rejuvenators have limitations that some representatives may not disclose about their products true performance abilities and limitations so be really careful when researching them.

the parking lot where I was getting ready to do a presentation on that years rejuvenation program!

When investigating rejuvenators with blackening agents, make sure that you are not paying for an over-glorified sealcoat and are actually getting a true rejuvenator! Some sealcoats are playing on the word rejuvenation meaning to enhance or “rejuvenate” the appearance of your community and not necessarily condition your asphalt binders and extend the life of your asphalt!

He then mentioned that he was aware of my presentation that night on rejuvenators and stated that he had never seen a roadway product perform as well as mine did! I asked him why his company didn’t jump on the bandwagon and support me and in one sentence, he opened my eyes to the real world! He said, “Connie, why in the world would any asphalt company or paving company support you cause your product would put them out of business!” and went about packing up his things and went home! What an amazing non-compliment!

One exciting thing I have been watching across the industry is the introduction to rejuvenation at the asphalt manufacturing level. This is something I have promoted and challenged my paving companies about for YEARS on why they didn’t “get it!” Only in the last couple of years did I finally get my answer when I was visiting one of my clients and seen a paving company/asphalt manufacturer’s truck in

Thinking I was being set up by a rogue resident (yes, it happens!) I approached the truck only to find a very good friend of mine who I have worked with for years coming out of the vehicle. When I asked him why he was there, he told me he lived in the community and was required to park his truck at the clubhouse. After some small talk, I asked him if he was going to attend the meeting.

So, when you begin researching your programs and interviewing your contractors, make sure that their best interests are yours and not that of a paycheck, a broken promise or an appeal to your “up north” beliefs and expectations!

4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

BUDGETING

Walking the Financial Tightrope: Budget Forecasting for Managed Communities BY MARILYN NIEVES, PRESIDENT, ASSOCIA COMMUNITY MANAGEMENT PROFESSIONALS

A BUSINESS LIKE ANY OTHER

THE ROLE OF RESERVE STUDIES

Beyond their non-profit status, Homeowners Associations (HOAs) and Condominium communities are a little different from any other business. This also means that HOAs, as an entity, cannot earn a profit by increasing the amount of assessments charged to homeowners. Thus, it is incumbent upon HOA Boards of Directors to forecast and approve an annual budget that covers all association expenses – planned and unplanned – for the upcoming year without reflecting a profit.

How do you steer your HOA finances back onto higher, stable ground? Let’s start from the beginning. You first need to have a solid understanding of where your association’s finances currently stand, and how they got there. Review your current reserve funds against your reserve study. If such a document doesn’t exist, then get one fast!

This makes the annual forecasting process much more akin to walking a tightrope for many boards. Assessments collected from homeowners are meant to cover all expenses for the association within the fiscal year budgeted. In Florida, state regulations mandate that expenses cannot exceed 115% of the allocated budget for the following year. This can make the budget forecasting process quite challenging due to higher costs-of-living, materials, labor expenses, and insurance premiums. As a result, many boards face budgetary shortfalls, financial turbulence and tough choices. 36

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A reserve study is a financial roadmap of sorts that identifies all common element components with useful lives between two and 30 years. Common elements include roofs, paint, roads, sidewalks, fences, decks, paving, etc. An average condo community typically has 15-30 components. The average high-rise condo can easily have more than 100. Larger HOA components can include marinas, golf courses, playgrounds, multiple pools and tennis or bocce courts. Regardless of the number of common elements a reserve study is uniquely tailored to an individual association. It provides a forecast Continued on page 38

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4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

BUDGETING “A solid management company provides continuous education and training so that board members are prepared and knowledgeable when it comes to the forecasting process.” with board members coming and going through a revolving door. As a result, there is little long-term continuity while community planning is neither fluid nor effective.

BOARD LEADERSHIP While many board members are “business savvy” they may not fully understand how associations operate or the highly focused laws or financial regulations that apply to HOAs. This is where associations must leverage the expertise of their management company. A strong management company provides the support and guidance needed to break through these hurdles and create a plan that keeps the association on track. They act as a partner to their boards and associations and consistently work to position them for success.

of how much needs to be budgeted annually to maintain each of these elements. When a HOA board doesn’t have sufficient funds to implement major repairs, they are deferred until funds become available. These delays can create discord in the community. Or worse, an emergency occurs in which the repairs must be made. This results in a special assessment for the community. While no one wants to be hit with a special assessment, they all-too-often are the end result when association reserves aren’t properly funded and immediate repairs are needed.

THE IMPACT OF DEFERRED MAINTENANCE Between 2022–2023, there have been sizable increases in the number of special assessments, particularly for condo and townhome associations. This can be partially attributed to an unstable insurance market in which premiums are at their highest level in recent memory. But the single largest cause still points to one factor. Lack of proper maintenance to common / limited common elements and amenities in associations that have failed to properly fund their reserves. Proper forecasting is an essential cog in maintaining a community’s financial stability. Associations with boards that effectively plan for the long-term tend to be successful and operate smoothly and efficiently. Those that don’t often experience disaster after disaster, 38

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Creating an annual budget with a three-to-five-year forecast ensures that an association is not only ready for the upcoming fiscal year, but that it is also properly prepared for long-term success. This is often easier said than done in those communities where a large percentage of homeowners are retirees or live on a fixed income, etc. Here, we must think back to our opening statement that HOAs and Condo communities are a little different than other business and must operate as such. At the end of the day, the Boards are the leaders of their associations. Just as a company’s CEO or President must do what’s best for their company, association boards must always act in the best interest of their community and homeowners. If they fail to properly fund reserves, create appropriate budgets, or forecast for future needs, they will continually suffer the negative side-effects that invariably result from a lack of maintenance. In turn, this can expose both themselves and the community to the threat of litigation or subsequent special assessments being required to implement neglected repairs and stop the bleeding.

Marilyn Nieves is President of Associa Community Management Professionals, a leading provider of community management services in the Orlando area. She can be reached at marilyn.nieves@associa.us.

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MANAGEMENT

Effective Leadership in Community Association Management: The Keys to Success BY JESSICA COX, CMCA, AMS, VICE PRESIDENT, LELAND MANAGEMENT, INC.

hroughout my tenure in the Community Association Management industry, I have had a unique journey, ascending through various aspects of the field. My foray began unwittingly when I attended a Board of Directors meeting in the community where I had recently purchased my first home at the age of nineteen. These meetings, typically sparsely attended, consisted primarily of the Community Association Manager and the Board of Directors. They delved into various topics, including the need for volunteers for upcoming projects. Over subsequent meetings, the discussion remained consistent: a plea for committee volunteers. Then, during the third meeting I attended, a new item appeared on the agenda—a Board Vacancy. The Board asked me to serve as the Association Secretary, given my consistent attendance at three meetings, though I knew very little about the role. This marked the start of my journey, in the second quarter of 2007, just before the last great recession. This exposure piqued my interest,

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leading to further education and, ultimately, a career as a licensed Community Association Manager beginning in 2012. In my early years in the industry, I, like many in the field, learned through a baptism by fire. Now, having spent a decade professionally managing a diverse portfolio of Community Associations, both small and large, I’ve transitioned to a role overseeing staff responsible for community management. Throughout this journey, I’ve identified key factors that have been instrumental in my success and progression from Community Association Manager to Vice President. These factors have been pivotal, albeit in different ways, throughout my journey. Regardless of the specific role, three pillars have remained critically important: communication, expectations, and consistency. Continued on page 42

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MANAGEMENT 1. COMMUNICATION While the importance of communication is widely acknowledged, it tends to be overlooked when things get hectic. As a Board member, it’s crucial to engage with residents, conveying community updates, upcoming projects, and general knowledge about the Association’s operations. Additionally, educating residents about rules and protocols is essential. In the role of Community Manager, we often facilitate the Board’s external communication, address their internal inquiries, and manage resident and vendor communications. In nearly all cases, what we communicate ultimately boils down to expectations. We must convey expectations to owners regarding procedures, protocols, rules, and project status. We must also communicate the Board’s expectations regarding timelines, costs, and legal considerations. When dealing with vendors, it’s crucial to set expectations for the scope of work, work quality, and project timelines. Effective communication should embody seven key principles: clarity, correctness, completeness, concreteness, conciseness, consideration, and courtesy. As Robert Frost aptly put it, “Half the world is composed of people who have something to say and can’t, and the other half who have nothing to say and keep on saying it.”

2. EXPECTATIONS Expectations are intriguing because they often vary among individuals, everyone has their own idea of what they anticipate to occur, and has the ability to set forth a reasonable belief of when

and what they intend to do by virtue of communication. Failure to communicate these expectations create potential sources of frustration. We’ve all been in meetings where homeowners are upset with a vendor, unaware that the issue is beyond their community’s scope of work. As Managers, we’ve discussed vendor or Board nonresponsiveness, which impedes progress. As Board Members, we’ve likely been frustrated with our Community Manager or Management Company for missing deadlines or delays in action items. To be effective, expectations must be explicitly defined for every project and action item, considering context, clarity, conditions, and commitment. Identifying these elements is crucial for setting clear goals. Equally important is continuous communication as these factors evolve. Flexibility is essential, but changes are better accepted before commitments are unmet.

3. CONSISTENCY Consistency is the hallmark that distinguishes good organizations and individuals from great ones. Often, we underestimate the value of simply following through on our promises. In Community Associations, uniform treatment of situations, rule enforcement, and adherence to protocols are vital. Inconsistencies can lead to litigation. Demonstrating consistency in your actions showcases trustworthiness, reliability, and discipline to residents, Board members, and your leadership team. The Community Association Management industry is ever-changing. State laws evolve annually, and Board members change with each election cycle, while homeowners come and go. Change is inevitable, and we should embrace it. However, we must always communicate the reasons behind these changes effectively. We should establish reasonable expectations that we can uphold and follow through on our commitments. In an industry in constant evolution, remember the words of Winston Churchill: “Success is not final; failure is not fatal. It is the courage to continue that counts.” In summary, successful leadership in Community Association Management hinges on effective communication, well-defined expectations, and unwavering consistency. These pillars provide a solid foundation for navigating the dynamic landscape of community management.

For more information, contact Jessica Cox at jcox@lelandmanagement.com or visit www.LelandManagement. 42

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LEGAL

Townhome, Condominium and New Construction Home Issues in Florida: Helping Homeowners Navigate the Legal Process BY JAKE HERREL, ATTORNEY, BECKER

urchasing a new townhome, condominium or singlefamily home in Central Florida is an exciting milestone, but construction defects can quickly turn that dream into a nightmare. At Becker, our construction attorneys specialize in representing homeowners and homeowner’s associations facing construction defects, offering expert legal guidance and advocacy. In this article, we will discuss residential construction defects and provide an overview of the steps necessary for seeking remedies or compensation. We will also highlight how our firm can help navigate the legal process, ensuring homeowners’ rights are protected and their investments are secure.

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Construction defects can undermine the quality, safety, and value of your new townhome, condo or single-family home community. These flaws may include structural issues, stucco issues, water intrusion, roof leaks, electrical and HVAC malfunctions, plumbing leaks, irrigation issues, community pool and amenity defects, and more. With our extensive experience in handling construction defect cases, we understand the complexities of these matters and are well-equipped to identify and address the specific defects affecting your community.

1. Comprehensive Consultation At Becker, we offer a free initial consultation to assess the viability of your case. Our attorneys will listen to your concerns, review relevant documentation, and provide a clear explanation of your legal options. We strive to establish a trusting and candid attorneyclient relationship from first contact.

BUILDING A STRONG CASE Building a strong case requires comprehensive documentation and a thorough understanding of the legal framework at play. Our attorneys will guide you through the process, meticulously gathering evidence, such as photographs, videos, communication records, contracts, warranties, and inspection reports. By establishing a solid foundation for your claims, we bolster homeowners’ chances of obtaining the compensation they deserve. Always consult with your attorney prior to initiating any repairs, even if temporary, because of the legal implications that can arise. 44

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In Florida, most homeowners benefit from limited warranties provided by builders. Our legal team has an in-depth understanding of these warranties and the applicable statute of limitations and statute of repose. In 2023, the Florida Legislature passed and Governor DeSantis signed into law SB 360, which reduces the statute of repose from 10 years to 7 years for latent defects and alters which events cause the repose period to begin to run. We will analyze the terms of your warranty, diligently identify any potential breaches, and ensure your claims are filed within the proper timeframe.

2. Fee Structures Tailored for Your Needs Becker offers both hourly and contingency fee arrangements depending on our client’s preference. With a contingency fee arrangement, the client pays nothing up-front, and we simply take a percentage of the final recovery. This means that with a contingency fee arrangement, you only pay if we win a recovery in your favor. 3. Thorough Notice Preparation Our skilled attorneys will prepare a detailed and legally sound notice to the builder or developer, highlighting the specific defects and demanding appropriate remedies or compensation. We ensure Continued on page 46

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evaluations, present professional opinions, and bolster the strength of your construction defect claims.

4. Effective Dispute Resolution We recognize that lengthy litigation is not always the ideal solution. Our attorneys will explore alternative dispute resolution methods, such as mediation or arbitration, to facilitate a swift and costeffective resolution. Through strategic negotiation, we aim to reach a favorable outcome that aligns with homeowners’ best interests.

When construction defects threaten the value and livability of your new townhome, condo or single-family home in Central Florida, you need a trusted legal partner by your side. At Becker, our skilled attorneys specialize in construction defect litigation, offering personalized attention, expert guidance, and aggressive advocacy to protect your rights and secure the compensation you deserve to make your home feel like home.

5. Aggressive Litigation If alternative dispute resolution proves unsuccessful, our firm is prepared to vigorously litigate your case. We will meticulously prepare all necessary legal filings, including a compelling Complaint outlining the defects and the damages sought. Our attorneys will navigate the litigation process with precision, ensuring your rights are vigorously defended and your townhome, condo or new construction home defect issues are presented clearly and convincingly to the Court.

Jake Herrel is an attorney in Becker’s Business Litigation and Construction Law & Litigation practices in the Orlando office. He represents and guides clients through all stages of litigation from the inception of suit through trial, including drafting pleadings and motions, performing discovery, taking and defending depositions, arguing motions, negotiating settlement agreements,

6. Expert Witness Support Our network of expert witnesses, including architects, engineers, contractors, and other professionals, is invaluable in strengthening your case. We collaborate with these experts to provide objective

and conducting extensive research and analysis on complex procedural and substantive legal issues. Mr. Herrel specializes in serving as a strategic advisor and problem solver in decisive moments for his clients. For more information, visit beckerlawyers.com.

Founded in 1973, our attorneys have always been pioneers, boldly breaking new ground and taking unconventional approaches to tough legal challenges. Today our attorneys have tremendous expertise and depth of strength in Community Association and Construction matters.

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4T H QUAR T ER 2023 RECAP | CENT RAL FL O R I DA TI ME S

The Benefits of Membership Community Managers | Management Company Executives | Homeowner Leaders | Business Partners

As a CAI member, you’ll unlock access to exclusive beneﬁts— resources and services designed to help you and your communities thrive. You’ll also be able to enroll in career-enhancing CAI education and connect with nearby CAI members through your local chapter, where you can network and learn with peers and meet potential new clients.

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The Benefits of Membership cont’d. CAI FOR YOU CAI is the foremost authority in community association management, governance, education, and advocacy for the 345,000 homeowners associations, condominiums, and co-ops in the United States and millions of communities worldwide. As a member of CAI, you are part of a global network of nearly 40,000 community managers, management company executives, homeowner leaders, and business partners.

Community Managers Elevate your career and increase your salary with tailor-made education and credentials that give you a competitive edge in the growing community association business.

Management Company Executives Communities count on you for professional management and guidance. CAI membership helps your company boost credibility and increase exposure to potential clients.

Homeowner Leaders CAI provides resources and support to save your association time and money, and education to lead your community successfully.

Business Partners Membership conveys your commitment to the community association industry and the potential for expanding your client base!

MAKE THE MOST OF YOUR MEMBERSHIP Visit www.caionline.org regularly for the latest CAI happenings and information. Log in to the CAI website and your profile to ensure all contact information is current so you don’t miss out on CAI news, emails, and other important updates. Get involved with your local chapter—attend an education or networking event and maybe even join a committee!

WE’RE HERE FOR YOU Questions? Email the Customer Service Center at cai-info@caionline.org or call toll free at (888) 224-4321 (M–F, 9 a.m.–6 p.m. ET).

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