march/april 2013 publication

AUSTIN TRIP TO THE TEXAS STATE CAPITOL TO MEET OUR LEGISLATORSSUMMARY OF PROPOSED CHAPTER 26 (ARTICLE VIII) AMENDMENTSTHE ROAD AHEAD

AUSTIN TRIP TO THE TEXAS STATE CAPITOL TO MEET OUR LEGISLATORSSUMMARY OF PROPOSED CHAPTER 26 (ARTICLE VIII) AMENDMENTSTHE ROAD AHEAD

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Facets is published bi-monthly by the Greater Houston chapter of the community associations Institute. articles appearing in Facets reflect the author’s opinion and not necessarily the opinion of GHccaI. acceptance of advertising in Facets does not constitute an endorsement of the advertiser’s products or services by caI. Facets is designed to provide authoritative information regarding the sub-ject matter covered. Neither the GHccaI nor Facets is engaged in rendering legal, accounting or other expert advice. If such advice is needed, the reader is advised to engage the services of a competent professional. Facets encourages the submission of articles, news, and announcements, subject to space limitations, editing and appropriateness, including educational value. all materials submitted to GHccaI are intended for publication and as such become the property of GHccaI. submissions will be published at the discretion of the Facets editorial Board. Facets is produced by aurora Design, Inc. (281-872-7700), an advertising design and publishing company and a caI Premium Partner.

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What’s Inside… 4 Presidential Pennings 8 CAI Credentials – For New and

Experienced Community Managers 11 CAI Celebrates Milestone Anniversary 12 Austin or Bust! 14 Austin Trip To The Texas State Capitol

To Meet Our Legislators 17 Summary of Proposed Chapter 26

(Article VIII) Amendments 21 The Road Ahead 23 Interview with Grant Crowell,

The Urban Foresters

23 Interview with Janet Hampton, CMCA, AMS Planned Community Management, Inc., AAMC

33 The Accrual Method Of Accounting Is True 39 It’s Contagious! 41 The Need For Professionally Trained

Lifeguards 42 Rejoining Members 43 New Members 44 Renewing Members 49 Future of Water Efficient Landscaping 54 Director‘s Notebook

MAR/APR 2013 • VOL XXXVIII NO 2

stePHaNIe FerraNteChapter Executive [email protected]

713-784-5462

2013 BOARD OF DIRECTORS

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4 2013 Heres’s Hollywood - Reaching up and Reaching Out Facets4 Facets

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(Continued on page 7)

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The primary mission of the Greater Houston Chapter is to be a source of education and infor-mation which advocates the use of best practices, professionalism and integrity in order to promote responsible community associations and those that serve them.

So, why is this education so important?Education does not happen overnight; but is

rather a slow process of gaining knowledge and experiences through the application of oneself toward a goal. Educa-tion gives us perspective, insight and helps us build points of view. With education, we have a clearer view of ourselves and the world around us, as well as our ability to grow and achieve – and, to make a difference! Through education we can share, teach and influence others in a positive way. A good example of this was the CAI Rally in February at the State Capitol, where over 250 members joined us for a very successful day meeting with our Legislators for reasonable HOA legislation. We proudly sported our “I love my HOA” badges – too cool!

When I entered into this industry 20+ years ago, I was looking for a “career” wherein I could use my talents, and a “career” that was ever growing, ever changing, and presented a challenge. I did not want to be bored with a “job” for the rest of my life, but was looking for an opportunity, a place that I could make a difference…some-thing that would keep me busy! Well, that promise was certainly kept and never a day goes by that I don’t appreciate the knowledge that I have gained and the people that I have met along this remarkable journey. A great part of this journey has been through CAI and the education and networking opportunities in which I have participated.

We are excited to bring many educational and networking op-portunities to you this year, through the hard work and commitment of our volunteers. We are pleased to announce that Jonathan Clark with Hoover Slovacek is our Education Chair for 2013!

Morning Education Seminars are planned throughout the year that provide essential information in a changing world, while reach-ing managers at all experience levels, business partners with varied interests and Community Leaders who truly have a desire to learn more about their Association and our industry. February’s educa-tional on Media Training was very informative and helpful as to how to respond appropriately, “…when the media calls.” Those in atten-dance certainly benefited by the knowledge and practical application of this great educational presented by “the best TV Reporter in the state – Jeff Crilley!

Please watch your weekly CAI email announcement for upcoming events. We will not be having an educational in April, due to the CAI National Convention that starts the next day. May’s educational session is being presented by an Executive Wellness Coach on taking better care of yourself, stress relief, etc. This will be a popular topic, so please register and get this on your calendars early. Then the next seminar will be TCAA with a Legislative update, keeping us focused on this year’s legislative session.

Striving to include topics for all membership groups in education, a range of Speakers are being asked to join us in 2013 for a higher sense of value and anticipation to the educational


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upcoming eventsWe provide this calendar for planning purposes. It reflects information available at the time of publication. Please see the Chapter website for last minute changes, www.caihouston.org.

DAte event

CAI is a national membership association that provides informa-tion, education and resources to all those involved in commu-nity association governance and management. CAI’s 30,000-plus members include homeowner volunteer leaders, community managers, association management companies and other profes-sional service providers. Working in partnership with almost 60 state and regional chapters, CAI also advocates on behalf of common-interest communities before legislatures, regulatory bod-ies and the courts. We believe homeowner and condominium associations should strive to exceed the expectations of their residents. We work toward this objective by identifying and meeting the evolv-ing needs of the homeowner leaders and professionals who serve associations and by helping our members learn, achieve and excel. Our mission is to inspire professionalism, effective leadership and re-sponsible citizenship, ideals reflected in communities that are preferred places to call home. Visit www.caionline.org or call (888) 224-4321. Learn more about the Houston chapter of CAI by visiting www.cai-houston.org or by calling (713) 784-5462.

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Mar 15 CAI Champions Toastmasters Meeting – CAI Office Building, 1st floor, 8588 Katy Freeway, Houston, Texas 77024

Mar 20 Morning Education Neighborhood Nuisances – The United Way, 50 Waugh Drive, Houston, Texas 77007

Apr 5 CAI Champions Toastmasters Meeting – CAI Office Building, 1st Floor, 8588 Katy Freeway, Houston, Texas 77024

Apr 17-20 2013 CAI Annual Conference – Hilton San Diego Bayfront, 1 Park Boulevard, San Diego, CA 92101

Apr 19 CAI Champions Toastmasters Meeting – CAI Office Building, 1st floor, 8588 Katy Freeway, Houston, Texas 77024

Apr 25 Bowling with the Stars – 300 Houston, 925 Bunker Hill, Houston, Texas 77024

Apr 27 Essentials of Community Association Volunteer Leadership Workshop – 801 East Beach Drive, Galveston, Texas 77550

May 17 8:30 AM Shotgun Golf Tournament – Hermann Park, 2155 North MacGregor, Houston, Texas 77030

May 20 Morning Education- Healthy Living – The United Way, 50 Waugh Drive, Houston, Texas 77007

Jun 27–28 Professional Development M- 203 Community Leadership – The Sheraton Brookhollow, 3000 N. Loop West, Houston, Texas 77092

Jul 17 Take a Manager to Lunch – Marriott Westchase, 2900 Briarpark, Houston, TX 77042

Aug 1-3 Professional Development M-100 Essentials of Community Association Manage-ment – The Sheraton Brookhollow, 3000 N. Loop West, Houston, TX 77092

Aug 1 Meet and Greet Sponsored by Ferrer, Tu & Payne, PLLC – The Sheraton Brook-hollow Lounge, 3000 N. Loop West, Houston, Texas 77092

Sept 13 GHC-CAI “Here’s Hollywood” Trade Show – Sam Houston Race Track, 7575 North Sam Houston Parkway, Houston, TX 77064

For information on these events & other Chapter Activities call: (713) 784-5462 or visit www.caihouston.org


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programs. I believe you will be pleas-antly surprised and excited with this year’s addition to the education ses-sions. Again, watch your weekly CAI email announcements for this year’s speaker engagements.

Attention Volunteer Leaders! This year we are scheduling four (4) Com-munity Association Essential Courses for our Volunteer Leaders! Strategi-cally placed throughout the four areas of greater Houston, we are looking to reach and share CAI’s knowledge to a larger audience of our Volunteer Leaders. Please look for us in an area near you and join us for this “essen-tial” knowledge. Registrations can be made through the weekly email announcements.

Lastly, focusing on education and by popular demand, the GHC-CAI is honored to be hosting 1) the PCAM Case Study in March of 2013 as well as 2) the CAI Champions Toastmas-ters Chapter. The case study is, in addition to the CAI National courses

Presidential Pennings(Continued from page 4)

being offered during the year for continued education, for industry professionals and the toastmasters club is a safe environment which will allow our Members to increase their confidence, speaking/listening skills, as well as their leadership skills. Have I mentioned the CAI weekly email blasts, which is your link to all that is upcoming in the Chapter?

As “Zig” Ziglar so proficiently stated, “Man was designed for accomplishment, engineered for success, and endowed with the seeds of greatness”. Reaching Up and Reaching Out in 2013 - I look forward to seeing you as you continue your quest of knowledge through CAI educa-tional opportunities! u


CAI CREDENTIALS – FOR NEW AND EXPERIENCED COMMUNITY MANAGERS

Community associations and manage-ment companies are looking for qualified, dedicated professionals to manage their communities—do you make the grade? Do you want to gain a competitive advantage, earn more money, and obtain valuable experience?

The Community Association Institute Professional Management Development Program (PMDP) and credentialing pro-gram can help you achieve these goals. As a novice or experienced manager, you can learn something new, increase your earning potential, and further your career goals.

Definition of a community manager: A community association manager will have the knowledge, ethics, professionalism and skills with verifiable experience in financial, administrative, and facilities management in at least one community association, either commercial or residential. The community association manager must be compensated for providing professional guidance and assistance to the board of directors of any association(s) managed by that community association manager, whether the individual is acting as an full time independent contrac-tor, or as an employee of a management firm, or as a general manager or executive director of a common interest development. Man-agement of property other than community associations will not meet the qualifications for community association manager.

Manager Certifications and DesignationsCMCA®—Certified Manager of Community

Associations®

AMS®—Association Management Specialist®

PCAM®—Professional Community Association Manager®

LSM®—Large-Scale Manager®

CMCA®—Certified Manager of Community Associations

Your first step in gaining the fundamental knowledge you need to manage any type of community association.

The CMCA certification, administered by the CAI affiliated organization, National Board of Certification for Community Association Managers (NBC-CAM), is recommended for all community association managers. It can elevate your credibility and your community association’s confidence in you.How do you earn the CMCA certification?

First, enroll in the CAI Professional

Management Development Program (PMDP) M-100 course, The Essentials of Community Association Management. To find a course near you or to get information on home study options, call CAI Direct at (888) 224-4321 or view courses online.

Complete and submit the CMCA application.

After you have successfully completed the course, you will be given materials to sign up for the CMCA Examination.

For further information on NBC-CAM or requirements for CMCA certification, call (866) 779-2622 or visit www.nbccam.org.

AMS®—Association Management SpecialistThe second level in the CAI career de-

velopment track for community association managers.

The AMS designation demonstrates a higher level of commitment to your career and the community association industry. An AMS designation is recommended for managers who want to enhance their career opportunities by increasing their knowledge and expertise.How do you earn the AMS designation?

Two (2) years verified experience in finan-cial, administrative, and facilities manage-ment of at least one association.

Successfully complete at least two M-200 series courses (M-201 - M-206).

Successfully passed the CMCA exam administered by NBC-CAM.

Complete the application. Pay the application fee.

How do you maintain the AMS designation?

Pay annual maintenance fees (due in August of each year).

Redesignate every three years in August and meet continuing education requirements.

Comply with the CAI Professional Man-ager Code of Ethics.

PCAM®—Professional Community Association Manager

The pinnacle of community association management. The PCAM designation is the highest professional recognition available nationwide to managers who specialize in community association management. Earn your PCAM and join the elite—the select—the best.

Recommended for experienced manag-ers who want to demonstrate advanced skills and knowledge and who wish to be recog-

nized as one of the best and most experienced managers in the nation.What are the prerequisites for the PCAM designation?

Five years of direct community association management experience.

Successful completion of all six M-200 level programs (with the last PMDP course completed within the past five years).

Successfully passed the CMCA examination administered by NBC-CAM.How do you pursue the PCAM designation?

Complete the prerequisites. Earn a minimum total of 125 points on the

PCAM application, including: A minimum of 55 points in Section II

Education. A maximum of 20 points is allowed for

Professional Designations or Licenses. A maximum of 30 points is allowed for

Formal Education.Complete the PCAM application All applicants have one year from the

date of application approval to complete the Case Study. Failure to complete a Case Study will require you to re-apply with pay-ment. Submit the PCAM application after you have met the above qualification criteria before applying to sit for the Case Study.

Submit the nonrefundable application fee with the PCAM application. How do you maintain the PCAM designation?

Pay annual maintenance fees (due in August of each year).

Redesignate every three years in August and meet continuing education requirements.

Comply with the CAI Professional Manager Code of Ethics.

LSM®—Large-Scale ManagerThis specialist designation is designed

to allow PCAM members to specialize within their profession. CAI acknowledges the unique aspects of being a large-scale community manager and is providing an opportunity for recognition and continuing education in order for you to expand your career opportunities.How do you earn the LSM specialist designation?

This specialist designation is available only to experienced large-scale managers who hold an active PCAM designation.



CAI MEMBERSHIP APPLICATION

MEMBERSHIP CONTACT:

TOTAL MEMBERSHIP DUES*Community Association Leaders & Homeowners

Managers............................................................................$134Management Companies .................................................$390Business Partners ..............................................................$535

HOUSTON CHAPTER

CAI • 6402 Arlington Blvd., Ste. 500 • Falls Church, VA 22042Phone: (888) 224-4321 • Fax (240) 524-2424

For 2-3 Member Board application please indicate below who should also receive membership materials. Please contact customer care at (888) 224-4321 for Board memberships exceeding 3.

Important Tax information: Under the provisions of section 1070(a) of the Revenue Act passed by Congress in 12/87, please note the following: Contributions or gifts to CAI are not tax-deductible as charitable contributions for federal income tax purposes. However, they may be deductible as ordinary and necessary business expenses subject to restrictions imposed as a result of association-lobbying activities. CAI estimates that the non-deductible portion of your dues is 2%. For specific guidelines concerning your particular tax situation, consult a tax professional. CAI’s Federal ID number is 23-7392984. $39 of annual membership dues is for your non-refundable subscription to Common Ground.

NAME

TITLE

ASSOCIATION/COMPANY

ADDRESS

CITY/STATE/ZIP

PHONE WORK PHONE HOME

FAX

EMAIL

NAME

ADDRESS

CITY/STATE/ZIP


EMAIL

NAME

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ACCOUNT # EXP. DATE

NAME ON CARD

SIGNATURE


EMAIL

SELECT YOUR CHAPTER

RECRUITER NAME/COMPANY NAME

(Where membership materials will be sent)

Individual Board Member or Homeowner............................$124❑

2 Member Board...............................................................$200❑

3 Member Board...............................................................$275❑

4 Member Board...............................................................$345❑

5 Member Board...............................................................$395❑

6 Member Board...............................................................$445❑

7 Member Board...............................................................$500❑

Accountant❑

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PAYMENT METHOD


A LSM candidate must earn points by participating in various activities related to industry-spe-cific education and leadership.

A LSM candidate must be a manager of a large-scale com-munity. For the purpose of this program, the definition of a large-scale community is:

A single, contiguous commu-nity association with an on-site, full time manager

A minimum of 1,000 units or a minimum of 1,000 acres

A minimum annual operating budget of 2 million dollarsHow do you maintain the LSM specialist designation?

Redesignation requires the attainment of 75 points every three (3) years which must include attendance at one (1) Large-Scale Manager Workshop and one (1) CAI Annual Confer-ence and Exposition. For AMS, LSM, AAMC, or PCAM designa-

CAI Credentials(Continued from page 8)

tion applications, or for PMDP course descriptions, locations, and schedules, visit www.caion-line.org or call CAI Direct at (888) 224-4321 (M-F, 9-6:30 ET).Facts from the Foundation for Community Association Research’s recent salary survey:

Managers who had obtained their PCAM designation earned, on average, $31,000 more than managers who held no des-ignations. 92% of the survey respondents indicated that their employers paid for some or all of their training and education.

Disclaimer: CAI designations and accreditation programs are trademarks of CAI. Misuse of CAI trademarks, des-ignations, or other copyrighted materials without proper authorization is a violation of CAI policy and federal law. u


CAI CELEBRATES MILESTONE ANNIVERSARYFrom Backyard Planning Sessions to 40 Years of Growth and Success

In 1964, the Urban Land Institute (ULI) published Technical Bulletin No. 50, a docu-ment that called for the creation of a national organization to provide education and act as a clearinghouse of information and best practices for the growing community as-sociation housing market.

The principal author was Byron Hanke, one of CAI’s eventual founders along with Lincoln Cummings, then president of Whet-stone Homes Corp. and vice president of Montgomery Village Foundation in Maryland; Dave Rhame, a developer and chair of the National Association of Housing Coopera-tives; and David Stahl, former public official and ULI executive vice president. Cum-mings and Rhame would eventually lead the fledging organization.

But there was a lot of work to be done before leaders would be selected. It took nine years and an abundance of discussion, fortitude and planning—including backyard strategy sessions at Hanke’s Calvert, Md., home. But good ideas persist, and this idea became Community Associations Institute.

The official date of birth was Sept. 20, 1973—40 years ago this year. The Houston chapter was created in 1976.

There were fewer than 30,000 U.S. com-mon-interest communities in 1973. Today, more than 64 million Americans live in an estimated 325,000 community associations, condominium communities and coopera-tives. The first issue of CAI News, in 1974, was distributed to 200 members. Today, CAI’s flagship national magazine, Common Ground, is distributed to more than 32,000 members—in both print and digital formats.

CAI’s growth was slow but steady—at first. Membership surpassed 1,000 by the end of 1975. It took eight more years to reach the 5,000 mark. The organization we know today began to take shape during the late 1970s and 1980s.

• 1975: The first national conference takes place in New Orleans.

• 1977: Association Management, the first Guide for Association Practitio-ners, is published.

• 1978: CAI welcomes its 10th chapter. • 1980: The Professional Management

Development Program is launched. • 1982: The Professional Community As-

sociation Manager (PCAM) designation is introduced.

• 1984: The first issue of Common

Ground is published. • 1985: CAI welcomes its 30th chapter. • 1986: California members form the

first of CAI’s 35 legislative action com-mittees.

• 1988: Membership tops 10,000.CAI continued to expand in the 1990s,

creating www.caionline.org, the popular ABCs course (now “Essentials”), Community Associations Press (now CAI Press) and the College of Community Association Lawyers. Other milestones included publishing the first issue of Community Management (now Community Manager), topping 50 chapters and reaching 15,000 members in 1996.

CAI has been equally ambitious in the new century, expanding its website, offering webinars, developing Rights and Respon-sibilities for Better Communities, expand-ing its public policy initiatives, creating the Educated Business Partner distinction and offering its first online course, The Essentials of Community Association Management. Meanwhile, membership surpassed 25,000 in 2005 and topped 30,000—in 60 chap-ters—in 2010.

Like every organization, CAI had to adapt to meet the challenges of a growing and changing industry. New and enhanced member benefits were developed. Gover-nance overhauls were debated and imple-mented. The membership structure itself was reengineered, mostly recently in 2005 to encourage individual memberships for com-munity managers and homeowner volunteer leaders.

“Our growth and achievements would have been impossible without the contribu-tions of member leaders,” says Tom Skiba, CAE, CAI’s chief executive officer since 2002. “Sustained growth and success for an organization like CAI requires skilled, dedicated and selfless member volunteers. National and chapter board and committee members, our education faculty, legislative action committee members, authors, event speakers—they are the unsung heroes. They’ve made our accomplishments pos-sible for 40 years.”

Jerry Levin, CAI’s president in the early 1990s said it best, “Without the total coop-eration of leadership, chapters and individu-al members, there would be no CAI today.”

Visit www.caionline.org/CAI40 to learn more. u

PAST PRESIDENTS REMEMBER “A lot of my success has been because of the things I’ve learned and the people I’ve been able to connect with through CAI.” —Ronald P. Kirby, 1981-82 “When I think about CAI, I have a warm feeling and a sense of shared accomplish-ment. … CAI is just special.” — Katharine Rosenberry, Esq., 1988-89 “Our slogan, ‘CAI—Making Community Associations Better,’ held a significance and a consequence that few knew.” — George E. Nowack, Esq., 1994-95 “No other organization with which I have been affiliated exudes the camaraderie, support, sharing and care as does CAI.” — Paul D. Grucza, CMCA, AMS, PCAM, 2004-05 “We are the go-to organiza-tion for those who want to know about the community association industry.” — Kathryn C. Danella, CMCA, LSM, PCAM, 2012


AUSTIN OR BUST!By Heather Raper, FACETS Staff Writer, High Sierra Management, Inc.

As I sit on the bus returning to Houston, I reflect back on my first visit to the State Capitol today as part of HOA Rally initiative. Our journey started at 7 am on February 12, 2013 at the Houston Racetrack, where we all met to get on the bus organized by the TCAA to take us to Austin. Our mission this day was to meet with our State Representa-tives and Senators to get the word out….WE SUPPORT OUR HOAs!

In the 2011 legislative session, there were several bills introduced and passed that have greatly affected homeowners associations across the State. We wanted to not only show our Representatives and Senators that associations are widely sought after in the State of Texas but also help educate them on just how much of a high priority associations are to their con-stituents….US! One of the main points to this mission was to stress that homeowner associations are the necessary grass roots government that allows communities State-wide the ability to maintain high property values and quality of life for the homeown-ers that have taken the steps to invest in and live in them. Collectively we brought over 300 homeowners, managers and service providers in the industry to show our strong support for laws that support, rather than restrict, associations.

We gathered on the front steps of the Capitol, all dressed in red and with signs in hand we chanted “WE SUPPORT OUR HOAs!” As a crowd gathered, one of the speakers, Marta Gore of the TCAA Board from McKinney Texas, simplified HOA goals down to a basic level. She asked everyone to recall the mighty Sequoia trees in Califor-nia. These wondrous giants of nature grow to over 300 feet tall and have a trunk base of over 24 feet in diameter. But strangely their root system is shallow. “How do these majestic trees grow to such an outstanding height with such a shallow root system?” she asked. “Because their roots are intertwined with the surrounding Sequoia forest, each tree giving and taking from each other, creating a community effort for all of the trees in the network. These trees are an example of the intertwined community that is a homeowners association. From our owners who maintain their homes, to the landscapers who maintain the community park, we are all intertwined. Each com-munity has a great impact on the economy of our surrounding neighbors. This is the message we want to transfer to our Rep-

resentatives and Senators. We all share a combined effort in keeping costs low and processes efficient to help maintain the life that we expect when living in a homeowners association.”

We all filed back into the Capitol building and broke into groups to meet with our area Representatives and Senators, each group then wandering the matrix of halls and cor-ridors in the Capitol to find the offices of our arranged meetings. Some Representatives knew exactly what a homeowners associa-tion is, how they functioned and explained how they had worked with concerned homeowners in the previous legislative ses-sion. We even met some Representatives who said they wished they lived in a home-owners association. “Our median needs maintenance and who’s going to do it? We all need to come together and cooperate in maintaining the needs of the community” one said. Other Representatives didn’t know what a homeowners association was or even which laws affected their constituents who lived in them. This is where the educa-tion we wanted to share came into play in helping to bring particular Representatives and any others up to speed. But again, this was our goal to make sure the legislators knew who we are, what we stand for and how the bills they would be considering and possibly voting on could affect their constituents.

It was very evident through the sea of red that covered the Capitol steps, grounds and halls that the homeowner association supporters had brought a presence and showing to the legislators and laymen at the Capitol that HOAs were here to stay in Texas and that the bills that have been passed and will be presented do affect us all in some form or another. Although this year’s legislative session does not contain the comprehensive set of bills like those that were adopted in the previous year’s ses-sions, the homeowners association industry was going to make our voices heard.

I asked some of my fellow supporters why they had made the journey this day and what they learned along the way. Here is what they had to say:

“I came to learn about TCAA and what they do. And to see what bills are up for review in this year’s session and to get a different perspective on how TCAA works. I was surprised that there were more man-gers rather than homeowners and that there were not as many bills up for consideration

that effect homeowners association.” Darcy Kahrhoff, Homeowner from Cinco Ranch Association

“I came to Austin today to help support homeowner associations from bad bills and to let the legislators know we can be a con-tact for them if they have questions on how a bill would affect an association. This year is the most support that I have ever seen for homeowners associations in Austin in my 20 years in the industry. I’m glad to learn that people are taking interest in their associa-tion and are talking to their legislators. Also I learned that some of the people we were talking to were not the legislators, but their public relations representatives and they understood where we come from. There was a lot of agreeable communication with the legislators compared to a couple years ago when we seemed to be more on the of-fensive for the bills.” Sabine Holton, PCAM of Alliance Association Financial

“I came because I wanted to see what it was all about. I hadn’t been to Austin before and I do want to come again. I wanted to see what the process was that TCAA goes through. I also came for networking and to meet people who have the same interest and goals and to see how it affects the management companies, homeowners associations and the State. It helped me to understand what TCAA is about. At the last meeting we had with our Representative, he said that we needed to come speak to our representative to get our voices heard. He was very appreciative that we took time out of our busy schedules that could have been spent back in the office to share our ideas and thoughts with the people making the laws. Some of the laws that were passed in the last legislative session were needed and some were already being done by many management companies. I learned that it is not as intimidating as everyone thinks it is and when you educate each other, it helps us to accomplish our collective goals. Spe-cifically for our Representative who has a community in his area that is 20 miles away from anything. Right now the laws they adopt may not affect them, but in 5 years when the area grows that may change. I feel like I learned a lot. If we don’t speak up then they don’t hear us.” Janet Hampton, CMCA, AMS of Planned Community Man-agement, Inc., AAMC.

“I came to Austin because personally and professionally my values align with the TCAA and I value the work that TCAA and


CAI do for our industry. It is important to use our experience and expertise to share our perspective with the law makers, and to share with them the ideas and reasonable language to add to the bills that will con-sider the grass roots living of homeowners and neighborhoods which form communi-ties that we live in. I learned that there is a good chance that my personal ideas as a homeowner and as an association manager were listened to and were taken seriously by those I was addressing. I felt like I contrib-uted to a positive impact and had a genuine opportunity to support the collective efforts of TCAA and other homeowners. It was great to be a part of a group of people from all over Texas that came together to have a unified voice. I learned that it is important to speak to the context that we are com-munities of connected people and not just associations filled with rules. We need to remember that this is the smallest form of self government in the world and that we need to help protect the rights of and defend the communities that we live in for ourselves and the future generations.” Myla Chandler, CMCA, AMS of Planned Commu-nity Management, Inc., AAMC. u


AUSTIN TRIP TO THE TEXAS STATE CAPITOL TO MEET OUR LEGISLATORS




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SUMMARY OF PROPOSED CHAPTER 26 CITY OF HOUSTON (ARTICLE VIII) AMENDMENTSJanuary 10, 2013

Redevelopment of Grandfathered Uses: This amendment will allow buildings with

grandfathered status under Chapter 26 to redevelop into a use that has a lesser parking requirement without the requirement of provid-ing additional parking, provided the following:

• There is no reduction in the number of existing off-street parking spaces; and

• A use may not redevelop into a Tavern or Pub, Restaurant, Small Restaurant, or Dessert Shop without providing enough parking to satisfy ordinance requirements.

Discrepancy between Codes: This amendment will eliminate the discrep-

ancies between Chapters 26 and 42 of the Code of Ordinances.

Key Points to the amendment are: • Chapter 26 requires two parking spaces

for each single-family dwelling unit, with no exceptions; whereas Chapter 42 requires two parking spaces per dwelling unit except when the secondary dwelling unit is not more than 900 square feet. In those instances, only one additional parking space is required for the second unit. This exception allows reduced parking requirements for a garage apartment or small guest house. As a result, Chapter 26 requirements will be amended to match Chapter 42.

• The Central Business District – as defined by Chapter 26 – is exempt from providing off-street parking due to the availability of significant public transit and public parking. However, Chapter 42 requires parking for all single-family and multi-family development regardless of location. As a result, Chapter 42 requirements will be amended to match Chapter 26.

• Expand the Chapter 26 Central Business District on the north side to be consistent with northern boundary found in Chapter 42.

• Change the “Reconstruction after Casu-alty” rules of Chapter 26 to match Chapter 42. Hostels: There is currently no separate classi-fication for a hostel under Chapter 26; instead, hostels are required to provide the same num-ber of parking spaces as the “Hotel or Motel” classification. This amendment would amend the definition of “Special Residential Uses” to include a “Hostel”. The resulting parking requirement would be 0.3 parking spaces per sleeping room, plus 1.0 parking space per employee on the largest shift.

Mini-Warehouse Facility: This amendment would reduce the park-

ing requirements from 1 space per every 40 storage units to 1 space per every 50 storage units.

Schools (Elementary, Junior High, High School):

The parking requirement for a school (public, denominational or private) is currently based on the number of classrooms, with the assumption that each classroom would be designed for 30 students. This regulation was written prior to the change in state law that altered the student-teacher ratio.

Key Points to the amendment are:• Parking will be calculated by the number

of occupants based upon the utility capacity reservation letter issued by the Department of Public Works & Engineering.

• Off-street parking will be determined by the following ratio requirements: o Elementary School 1 space per 12 occupants o Junior High School 1 space per 7 occupants o High School 1 space per 3 occupants

Billiard Hall: This amendment would remove the use

classification of “Billiard Hall”. As a result, re-quired parking would be determined under use classifications within Class 6 (Recreation and Entertainment) or Class 7 (Food and Bever-age), as applicable.

Definition of a Bar, Club or Lounge: The definition has created confusion for

citizens, applicants, and staff because of differences between the requirements found in Chapter 26 and the state law governing the Texas Alcoholic Beverage Commission (TABC). At the heart of the discrepancy is the use of 75-percent of gross sales for alcohol as a threshold for determining whether or not an establishment is a Bar, Club or Lounge under Chapter 26. TABC standards and subsequent local licenses use 50-percent as the distin-guishing limit. This amendment will change the definition threshold in the parking ordinance to match the TABC standards of 50-percent.

Food and Beverage Classifications: This amendment will increase the number

of use classifications under the Food and Bev-erage category from two to six to account for establishments with unique parking demands. The new added use classifications are:

• Bar, Club or Lounge [14 spaces per 1,000

SF GFA] o Increase from current requirement of 10 spaces per 1,000 SF GFA.

• (New)Tavern or Pub [10 spaces per 1,000 SF GFA] o A freestanding “bar, club or lounge” that is less than 2,000 SF GFA.

• Restaurant [10 spaces per 1,000 SF GFA] o Increase from current requirement of 8 spaces per 1,000 SF GFA.

• (New) Small Restaurant [8 spaces per 1,000 SF GFA] o A freestanding “restaurant” that is less than 2,000 SF GFA.

• (New) Dessert Shop [6 spaces per 1,000 SF GFA] o Primarily for the sale of pre-prepared desserts for on-site consumption and has a limited menu of foods such as ice cream, yogurt, custard, smoothies, cakes or cookies.

• (New) Restaurant (Take-Out or Drive-Through Only) [4 spaces per 1,000 SF GFA] o A restaurant that does not provide seating for on-premises consumption of food or bever-ages.

Barber or Beauty Shop: The current parking requirement is based

on the number of operator chairs and employ-ees. These criteria are difficult to implement and any addition to the number of operator chairs or employees would not require a site plan review; thereby providing no permit trig-gering mechanism to provide additional park-ing. This amendment would require parking to be calculated based on the gross square footage of the building with a requirement of 8 spaces per 1,000 SF GFA.

Shopping Centers: This amendment will change the parking

requirement for a regional shopping center from 5 spaces per every 1,000 SF GFA to 4 spaces per every 1,000 SF GFA. The basis of the current requirement was developed at a time when little was known about the parking demand for this size shopping center. In addi-tion, this amendment will condense the com-munity, regional and super regional shopping centers into one use classification since the parking requirements will be the same.

Shared Parking Requirements: This amendment allows for the expan-

sion of the number of uses eligible to partici-pate in shared parking standards, as well as expands the number of time periods for the typical weekday and weekend used within the calculation.



Key Points to the amendment are: • Properties opting into shared parking

standards must make parking available to all uses at all times and include appropriate signage.

• The director has the discretion to waive up to 10-percent of the total number of park-ing spaces upon review of a detailed parking study.

• A “Theater, Auditorium or Area” use classification will be eligible to share parking after the director reviews a detailed parking study and established the appropriate parking percentages for the proposed uses.

Parking Lease Agreements: The City has been challenged with the

tracking and monitoring of agreements that currently have no standard length of time required by ordinance. Under certain condi-tions if such agreement expires, the ordinance allows the director to revoke the Certificate of Occupancy (CO). However, the process involved is tedious and often requires a lot of manpower to implement. This amendment will establish 1 year as the minimum time period for a parking lease agreement and require an annual certification to verify the leased parking is still available.

Off-Site Parking: This amendment would increase the

maximum distance to off-site parking to 800 feet, as measured from property boundary to property boundary along a clearly delineated pedestrian path. Upon determining that there are sufficient pedestrian amenities, the Direc-tor can increase the distance to 1,000 feet. A freestanding Food or Beverage use can have a lot used for valet parking purposes only up to 1,000 feet away, provided it complies with the annual certification process of a valet parking plan.

Special Parking Areas: The current eligibility criteria for establish

a “Parking Management Area” is limiting, and was written for large areas like Uptown and the Texas Medical Center. This amendment would change the term “Parking Management Area” to “Special Parking Area” and allow City Coun-cil to establish smaller areas that would benefit from different parking requirements than what is otherwise required by the ordinance.

Key Points to this amendment are: • Establishes the framework criteria related

to who may apply for the designation, func-tions and responsibilities, application submittal requirements, the review process and potential impact analysis, approval criteria and applica-

bly, district expansion, and reporting process (once every two years).

• Remove Greenway Plaza from the ordi-nance as a designated special parking area.

Parking for Historic Buildings: This amendment would allow a designated

protected landmark or contributing struc-ture within a historic district that receives an approved Certificate of Appropriateness a 40-percent reduction in the total number of parking spaces required by the ordinance.

Parking Variance Notification: This amendment would require a minimum

of one 4’ x 8’ notification sign to be posted on a property requesting a parking variance. In addition, the proposal will codify the cur-rent Planning Department practice of send-ing notification to Super Neighborhoods and registered Home Owners Associations/Civics clubs, as well as the District Council Member.

Type of Occupancy: The term “type of occupancy” or “occu-

pancy” confuses the public and employees to think in terms of occupancies in the Building Code. The two are not the same and, as a result, a change in the occupancy under the Off-Street Parking Ordinance may not be a change in occupancy in the Building Code. This confusion has resulted in projects not being reviewed for parking requirements when the ordinance would require one. This amend-ment will change the term within the Off-Street Parking Ordinance to “type of use” or “use classification”.

Intensity of Use: The term “Intensity of Use” was left within

the current ordinance in two separate sections following the 1996 ordinance amendment. This amendment would remove this term from the ordinance.

Mechanical Parking Lifts: This amendment would clarify that me-

chanical lifts may are allowed for surplus park-ing; however, they cannot be used to meet the parking requirements unless:

• The lifts are within a designated Special Parking Area that has the ability to operate and maintain the lifts; or

• At the discretion of the director, the lifts are placed within a multi-story parking garage.

Bicycle Parking: Members of the public identified this issue to address health, safety, and welfare concerns when no bicycle parking is provided and riders instead use city sig-nage, utility poles, trees, private fences, etc. as an improvised bicycle rack. This amendment will provide safe and secure bicycle parking that discourages bicycle theft while encour-

aging use of cycling as a means of alternate transportation.

Key Points to this amendment are: • One bicycle parking space will be

required for every 25,000 SF GFA for commer-cial, retail, or office uses within the urban area.

• Buildings less than 5,000 SF GFA will not be required to provide bicycle parking.

• The maximum number of spaces required would not exceed six.

• Allows for a maximum 10% reduction in the number of parking spaces when additional bicycle parking is provided for a use. The reduction will be one parking space for every four additional bicycle spaces.

Tents/Temporary Structures: The utilization of tents or temporary struc-

tures by bars and restaurants increases the area of service without providing for addi-tional parking. In some cases, these are being installed over existing required parking spaces, compounding the problem. This amendment would prohibit businesses from blocking ac-cess to ordinance required parking and using the space for anything other than the tempo-rary parking of vehicles.

Loading Berth Requirement: This amendment would change the

dimension requirements of the loading berths for apartment developments. An apartment development over 30 dwelling units per acre is required 1 – 10’x40’ loading berth. Devel-opments over 50 dwelling units per acre are required an additional loading berth that is 10’x40’. In addition, this amendment would require properties within the Central Business District to provide a loading berth, as appli-cable.

Valet Parking Plan This amendment would allow a freestand-

ing Food or Beverage use to design a “valet only” parking lot in a way that does not con-form to the typical standards for the layout of parking spaces and drive aisles found in the Construction Code if a valet parking plan is filed. The valet parking plan must show how the layout of the proposed parking will function and identify how it will mitigate the impact of spillover parking onto adjacent properties and residential neighborhoods. Valet parking must be provided at all times during the operation of the business and an annual certification of the valet parking plan is required. u

For more information, please contact: Brian J. Crimmins City of Houston Planning & Development Department [email protected] (713) 837-7701

Amendments(Continued from page 17)


With a new Congress sworn in and the pageantry of President Obama’s inauguration passed, CAI is moving aggressively in Washington, DC to make sure your voice is heard. The road ahead for CAI’s federal affairs agenda includes fairness in disaster recovery for community associations and preparing for the central role associations will play in new federal mortgage rules.

Fairness for Community AssociationsSuperstorm Sandy has shown once again

how community associations are treated unfairly under federal disaster recovery guidelines. CAI has heard from hundreds of members whose communities were damaged by Superstorm Sandy but who have been denied federal disaster assistance.

Loca l governments have he lped associations only to have FEMA refuse funding to offset these expenses. Cooperatives and condominiums have been ruled ineligible for help with uninsured damages.

In each case federal disaster assistance was refused because the damages were in a community association. Tragically, FEMA would have helped these neighborhoods and homeowners if the loss occurred in a non-association community. It is unfair that associations are told to manage disaster recovery on their own.

CAI’s call for fairness in disaster assistance was joined by other organizations and has

THE ROAD AHEADbeen heard by key leaders in Congress. CAI is working with New Jersey Senator Robert Menendez to persuade FEMA to reconsider its refusal to provide disaster assistance to community associations. New York Senator Charles Schumer has called on the federal government to provide grants to cooperatives and condominiums to help with disaster recovery.

Every CAI member can contribute to this effort by contacting their representatives in Congress to demand fair access to recovery resources for community associations. Ask your local and State officials to contact FEMA and urge that community associations receive fair treatment. By joining together we can prevent community associations from having to go it alone in the next natural disaster.

Federal Mortgage RulesIn early January, the federal government

released new mortgage lending guidelines. As expected, community associations will play an important role in the new mortgage approval process.

Lenders are now required to prove borrowers can make monthly principal and interest payments as well as monthly payments for insurance premiums, taxes, and association assessments. This “ability to repay” test protects borrowers and communities from the dangers of predatory lending.

Community associations should be prepared to provide lenders with information about regular and special assessments. This information is a critical part of the ability to repay test.

At CAI’s request, the federal government will allow lenders to use assessment information from other sources as long as the information is reasonable reliable. For example, a lender may rely on assessment information provided by the buyer or seller rather than the association. Also, associations need only provide information on current assessments.

Federal off ic ia ls understand that community associations are a growing source of housing in America. Verifying that new homeowners have the ability to pay a fair share of association costs will lead to healthier, stronger, and more stable communities across the country.

The Road AheadFor CAI, the road ahead in 2013 involves

a broader federal agenda than fairness in disaster assistance and implementing new mortgage rules. Every CAI member is vital in driving this agenda as far down the road as we can. To learn more about CAI’s federal affairs agenda and how you can help, visit www.caionline.org or send an email to [email protected]. u



Community Association Management, Development

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Serving Houston s̓ Northwest Harrisand Southern Montgomery Counties

since 19856630 Cypresswood Drive, Spring, Texas 77379P.O. Box 681007, Houston, Texas 77268-1007

281-537-0957 • Fax 281-537-0312www.chaparralmanagement.com

Email: [email protected]

Chaparral ManagementCompany, Inc. AAMC

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INTERVIEW WITH JANET HAMPTON, CMCA, AMSPLANNED COMMUNITY MANAGEMENT, INC. AAMC1.) Name, Company, Length of

membership? Janet Hampton, CMCA, AMS, 12 years manager membership with CAI

2.) Which CAI events do you enjoy the most and why? The GHC-CAI Trade Shows because they supply me with new inventive ideas each year and better ways to save our associations money. Also, the education seminars. One of the most recent seminars I attended encouraged everyone to be part of Community Emergency Response Training (CERT). Recently, I proudly achieved and earned my certificate in CERT.

3.) What do you value most about CAI? CAI has helped me to enhance my strong and effective communication skill

set and adaptable interpersonal skills to better interact with Board members, property owners, contractors, and agencies. Customer service is great; the national and local staffs are very helpful. The networking from CAI relationships is valuable.

4.) What have you gained from your membership? To me, this is a career, not work. I discovered long ago that it is gratifying and fulfilling witnessing communities grow and work towards an accomplishment. In the last twelve years, every class or event I attended gave me valuable information that helps me to be a better community manager. CAI has added to my skills and given me new experiences contributing to my success. I have learned to utilize the website in

many creative ways as a readily available wealth of information. As a member of CAI, they offer us advice, letters, forms and a variety of documents we can use to our daily work.

5.) Why would you recommend CAI to another individual? CAI is a part of community management. It touches on the situations that you deal with and also gives you contacts for the business. I attend as many CAI events as possible learning from other community managers. Sometimes we have similar situations and other times we share something that will help us in the future. Community management is more than just a job to me, my heart is in it and I care for the communities I manage, as well as doing the best job I can do.

1.) Name, Company, Length of membership? Grant Crowell, The Urban Foresters, I am 6’11” long… Just kidding! I have been a member since 2010.

2.) Which CAI events do you enjoy the most and why? Anything where I am afforded an opportunity to interact with management staff, management company CEOs and Owners. I have made a commitment to the HOA industry and to CAI Houston to be the best business owner and arborist possible. In order to serve the needs of my clients properly, I need to have access to them, to hear their likes and dislikes and to get to know them as people. CAI events give me that opportunity. You can’t serve who you don’t know.

INTERVIEW WITH GRANT CROWELL, THE URBAN FORESTERS

3.) What do you value most about CAI? CAI membership for me has been a platform to showcase my talented staff and our company philosophy. Without CAI, we would have to rely on door knocking or cold calling, and nobody enjoys that. When a service provider can get “down in the trenches” with his client to solve problems and collaborate toward mutual benefit, he will gain far more than ‘sales’ or ‘revenue.’ He will gain a partner. Partnerships help both the service provider and the owner alike. CAI gives us the forum in which partnerships can be made.

4.) What have you gained from your membership?

Most of all I have gained a new under-standing of what it takes to run a success-ful community association. The task is truly misunderstood by most people (even those who live in associations!) Being given this new insight has helped me in

my own business to tailor solutions that fit the needs of my busy manager-clients. I have learned that a manager doesn’t need to be a tree expert, but they must be able to rely on the good judgment of a business partner who is.

5.) Why would you recommend CAI to another individual?

For business people who are empathetic to the needs and desires of their clientele, CAI is the perfect place to focus your energy. I am involved in many associa-tions across the city, and CAI, by far, is the easiest in which to make your mark if you are a dedicated and driven individual. The opportunities to serve in leadership roles abound. With leadership, however, comes responsibility, and with responsi-bility comes reward. If you are the kind of person who does what you say you are going to do and your workmanship is evident, you will find a home within the CAI community. u

MEMBER INTERVIEWS – GET TO KNOW YOUR FELLOW CAI MEMBERS


THE ESSENTIALS OF

communityassociation

leadershipvolunteer

A ONE-DAY WORKSHOP FOR ASSOCIATION LEADERS AND HOMEOWNERS

COURSE DATE AND LOCATION

This is what your colleagues are saying in…

REGISTRATION FEES:Member: $55Non-member: $65

QUESTIONS:Call Chapter Office at 713-784-5462

CAI’s Center for Community Association Volunteers (CCAV) offers the most comprehensive review of community association operations available. The Essentials of Community Association Volunteer Leadership is the third tier of CCVA’s Community Volunteer Leadership Development Program. Through this course you’ll learn the history, organization and financial structure of community associations and time-saving, problem solving techniques to help you better your community.

COURSE OUTLINE:The course covers: • Legal foundation and organiza-

tion of community associations • Problem solving • Maintenance • Rules creation and enforcement • Risk control insurance • Finances • Board meetings • Hiring a professional team

You’ll value the interaction with your facilitators and peers at this workshop. You’ll be able to ask questions, get detailed explanations, and receive feedback. Plus, visual

Saturday, April 27, 20139:00 a.m. – 3:00 p.m. Palisade Palms Condominiums801 East Beach DriveGalveston, Texas 77550

Fort Myers, Florida:“As president of my association [this course] gave me the greatest insight into what was needed to better understand association managment from the board level. I refurred to my course [manual] on a continual basis.”

Silver Spring, Maryland:“Best workshop I’ve EVER attended.”“The entire program was good.”“The quality of the speakers was excellent.”

Fairfax, Virginia:“[This way] my first CAI meeting and I was very pleased!”

Houston, Texas:“This was an extremely informative class — am looking forward to attending more…”

THE ESSENTIALS OF

communityassociation

leadershipvolunteer

SPACE IS LIMITED — RESERVE YOUR PLACE NOW!YES, I want to enroll in the following Essentials workshop:

COURSE DATE:

1. Complete InformationNAME

TITLE

FIRM/ASSOCIATION

STREET ADDRESS

CITY/STATE/ZIP+4

PHONE FAX

E-MAIL

2. Sign up additional attendees from your association (Make additional copies as needed)

NAME

TITLE

FIRM/ASSOCIATION

STREET ADDRESS

CITY/STATE/ZIP+4

PHONE FAX

E-MAIL

3. Calculate payment: (Make check payable to CAI)

4. Send application and paymentto address above.

Number of Attendees x Cost = Total

x $ = $

TOTAL ENCLOSED:

CHECK NUMBER:

CREDIT CARD #:

EXP. DATE:

NAME ON CARD:

SIGNATURE:

LOCATION:

aids that help explain and clarify new concepts and ideas will enhance your learning experience.

YOU WILL RECEIVE A COMPREHENSIVE MANUALWith your course registration, you will receive The Essentials of Community Association Volunteer Leadership by Katharine Rosenberry, a 150-page manual which includes sample forms and documents, discussion questions, and helpful hints. You’ll use these additional resources even after the class is finished.

IS THERE AN EXAM?No, but you will receive a certificate of completion.


Diamond Premium Partner


COMMITTEE CHAIR CONTACT INFORMATIONGREATER HOUSTON CHAPTER COMMUNITY

ASSOCIATIONS INSTITUTE2013


THE ACCRUAL METHOD OF ACCOUNTING IS TRUEBy Barry M. Wuntch, CPA

“You shall know the truth and the truth shall set you free”. You probably didn’t know that there was an accounting lesson about the accrual method of accounting in that famous phrase, but there is.

Accounting is the process and effort of producing correct financial information that is necessary for a business, including Com-munity Associations, to have in order to suc-cessfully operate. The Board of Directors must have true financial statements, such as the Balance Sheet to assess their present financial condition and the Income State-ment to assess their history of operations. The accrual method of accounting is the only method that will produce true financial statements. In addition, the accrual method is in accordance with Generally Accepted Accounting Principles (GAAP).

The Board of Directors has a fiduciary duty to ensure for the proper accounting of the Association’s finances and to safeguard the assets of their Community Association. The question the Board should be ask-ing is… “Are they receiving true financial Statements?” If the Community Associa-tion’s financial statements are not prepared under the accrual method of accounting, but under another accounting method such as the “Cash Basis”, then their Community Association is probably receiving misleading financial information.

The Accrual basis of accounting is necessary for any business, like a Commu-nity Association, that has accrued income and must keep track of their receivables. Thus, businesses that have accrued income, such as invoicing for services like mainte-nance fee assessments and other charges to owner accounts i.e. late fees, attorney fees, etc…….. Must use the accrual method to keep track of accounts receivables and properly report income. The Association maintains a receivable ledger to track uncol-lected maintenance fees and other owner charges through the use of the accrual method of accounting.

For businesses that require instant pay-ment for their services or products the cash basis of accounting would be appropriate. An example of these type businesses where the cash method is acceptable would be a restaurant, a kool-aid stand and certain retail businesses. Obviously a Community Asso-ciation would not fall into this category.

Benefits of the Accrual Method:Financial statements prepared under the

accrual method report a true picture.The accrual method ensures that income

and expenses are reported in the proper period. Thus, on the Income Statement for 2013 only 2013 maintenance fees are reported and not prior years maintenance fees. In addition, in relation to expenses for example only 2013 landscaping expenses would be reflected on the Income State-ment. Left over unpaid 2012 landscape ex-penses paid in 2013 would not be reported on the 2013 Income Statement, but reported on the prior year 2012 Income Statement.

Disadvantages of the Cash Method:Financial statements prepared under

the cash method can produce misleading financial information.

Income and expenses may not be reported in the proper period under the cash method. Revenues reported on the cash method are most likely to mix revenue from different years. Your 2013 Income Statement can include 2012 and prior years mainte-nance fees. If accounts payables are not paid timely, such as landscaping expenses, then expenses can include 2012 and 2013 landscaping expenses. Therefore, profits can be misleading and be manipulative under the cash basis.

Provides for better accounting controls. All accounting ledgers and journals are

integrated under the accrual method of ac-counting. If a transaction is recorded in one ledger an offsetting transaction will be re-corded somewhere else. For example, in the accounts receivable ledger a transaction to record a bad debt of homeowners account would then be offset by the same amount in the general ledger and recorded to bad debt expense. This would be reported on the Income Statement.

The integration of the journals and trans-actions provide controls, whereby unusual transactions would stand out, contrary to the cash basis.

Provides less accounting controls. There are no reconciliations of ledgers

on the cash basis, such as the accounts receivable to the general ledger. Receivable and payable ledgers and journals are not integrated under the cash method. Noncash

transactions such as writing off a bad debt would not appear on cash basis financial statements. Even though the receivable led-ger balance may be reduced by the home-owners bad debt, there would be no offset reported anywhere in the general ledger, thus not to bad debt expense. Therefore, there are no bad debt expenses on the cash basis of accounting reported on the Income Statement.

As a result of the non-integration of ledgers and transactions, there are less con-trols to catch noncash transactions or other accounting problems with the cash basis.

ConclusionAny accounting software from the most

expensive to an inexpensive over-the-counter package can produce financial statements on the accrual basis of account-ing. Any Management Company that has knowledgeable accounting personnel should be able to produce financial statements on the accrual basis of accounting. The Board of Directors should expect and insist on hav-ing true financial statements to evaluate the financial condition and history of operations of their Community Association. This can only be achieved if your Association’s finan-cial statements are prepared on the accrual basis of accounting.

The accounting method that you use for your business and Community Association does matter. Now you know the truth. u

Barry M. Wuntch, CPA is a graduate of the University of Texas, and the Managing Partner of Barry M. Wuntch, LLP. His firm has been providing audit and tax services to Community Associations for over twenty-five years. He can be contacted at (713) 974-5515 or email: [email protected].



Founded in 1969 • Member GHCCAI since 1982 • Offices in same location since 198635 attorneys strong and growing • 8 Board Certified attorneys

5847 San Felipe, Suite 2200 • Houston, Texas 77057 • Phone 713-977-8686www.hooverslovacek.com

CompetencyProfessionalism

Tradition

Pictured are Jonathan H. Clark, Howard M. Bookstaff, Nina A. Tran and Robert T. Alexander



Ola Guess, PCAM, SCS Management Services, Inc.

AAMC, 2012 Board President thanks Michelle Lonergan, CMCA, AMS for her service as High Rise

Advisory Chair


AAMC, appreciates Juan Galvan, CMCA, AMS, Chaparral Management

Company, Inc. AAMC, for his work as Membership

Committee Chair


AAMC, thanks Sherri Carey, PCAM, High Sierra Management, Inc., for her excellent work with the

FACETS Committee in 2012

Tammy Evans, CMCA, AMS, LSM, PCAM Planned

Community Management, Inc., AAMC honors Ola Guess, PCAM

SCS Management Services, Inc., AAMC for her

2012 Service as our GHC-CAI President


AAMC, expresses her appreciation to Lisa Grimes,

D&C Contracting, Inc., for her work as Trade Show

Committee Chair

Ola Guess, PCAM, SCS Management Services, Inc. AAMC, thanks Myla Chandler,

CMCA, AMS, with Planned Community Management, Inc.

AAMC and Paul Marks, WaterLogic, Inc. for their

dedication to the Radio Committee

Ola Guess, PCAM, SCS Management Services, Inc. AAMC, thanks Christi Keller, PCAM, RealManage for her

Board Service


AAMC, recognizes Grant Crowell,

The Urban Foresters for his contributions to the

Public Relations Committee


AAMC, expresses heartfelt thanks to Kathy Gulliver, B&M Construction for her

years of work on the Take a Manager to Lunch Committee


AAMC, thanks Pam Bailey, CMCA, AMS, PCAM, Chaparral Management Company, Inc.,

AAMC for her dedication to the Education Committee

Ola Guess, PCAM, SCS Management Services,

Inc. AAMC, thanks Scott Marion, Barsalou &

Associates, P.L.L.C., for heading the

Golf Committee in 2012

Ola Guess, PCAM, SCS Management

Services, Inc. AAMC, thanks Troy Goodell, WaterLogic, Inc., for

his Board Service


AAMC, thanks Robert Mann, VF Waste Services and

Lisa Grimes, D&C Contract-ing, Inc., for their work on the

Bowling Committee for 2012

2012 AWARDS CEREMONY



Your Complete Tree Care Company

713-462-3261

FREE ESTIMATESwww.embarktreecare.com


4125 Hollister StreetSuite K

Houston, Texas 77080



cAi Resource LibraryCommunity Associations Press, the publishing division of Community Associations Institute, is dedicated solely to publishing the very best resources available for community associations. It publishes the largest collection of books and guides on community associations available to-day. CAI members receive 40% off the retail price on publications in their catalog. For additional information about the available titles or to order online, please visit www.caionline.org/bookstore.cfm. You’ll find the com-plete table of contents for most books, and in some cases, lists of charts, tables and sample documents contained in the book.

New Resource for 2013:Volunteer Immunity in Community AssociationsA Survey of State Laws

ISBN: 798-1-59618-065-9 2013, 62 pages Author(s): Marc D. Markel Esq. and Jeffrey D. Roberts, Esq.Item #: 0659Retail: $25.00 CAI Member: $15.00

Charles A. Daughtry and Charles M. Jordan are Board Certified in Civil Trial Law by the Texas Board of Legal Specialization. Trisha T. Farine is Board Certified in Commercial Real Estate Law and Residential Real Estate Law by the Texas Board of Legal Specialization.

17044 El Camino Real, Houston, Texas 77058 • 281-480-6888 • Fax 281-218-9151406 N. Thompson, Suite 202 • Conroe, Texas 77301 • Toll Free 866-480-6888

319 Maverick Street • San Antonio, Texas 78212 • Toll Free 866-480-6888

Attorneys at Law

COMMUNITY ASSOCIATION LAW PRACTICE

For over 25 years, Daughtry & Jordan, P.C. has set the standard for personalized, professional, and cost-effective service to Community Associations in Texas. Our law firm is dedicated to providing

outstanding legal service to Property Owners Associations and represents Single-Family Residential, Townhome, Condominium and Commercial Associations throughout the state.

Please contact us at 281-480-6888 or visit us online at www.daughtryjordan.com. We would love the opportunity to visit with you at your next Board meeting, at our principal office in Houston,

or at our satellite offices in Conroe and San Antonio by appointment only. We value your business and look forward to the opportunity to serve you.




2013 PMDP ScheduleProfessional Management

Development Program

National holds Professional Management Development Program (PMDP) classes in Houston.

M-203 – Community LeadershipLearn how to work with leaders to achieve goals and set a positive tone for the community.June 27-28, 2013

M-100 - The Essentials of Community Association ManagementThis comprehensive community association management course provides a practical overview for new managers, an essential review for veteran managers and an advanced course for board members. August 1-3, 2013

M-206 – Financial ManagementLearn how to best manage your association’s money.November 7-8, 2013

Other Texas Classes in 2013M-201 Dallas March 7-8M-202 Austin March 21-22M-100 Austin May 16-18M-202 Dallas June 6-7M-100 Dallas October 17-19

Register online www.caionline.org/pmdp (register online four weeks ahead and receive a $25.00 discount)

Call CAI’s Members Service at 888-224-4321

“Daddy you need to call the Property Manager and tell them about that sign right there!” I looked over my shoulder to the back seat where my son Cooper was pointing out of his window to a stone marquee monument sign that had apparently been hit by a car and was badly damaged and laying on the ground. It was Saturday morning and we were making our weekly trip to the donut shop to pick up some donuts to bring home for the rest of our family to enjoy before heading out to the various activities we had on our agenda for the day. “You’re right buddy, let’s go take a couple of pictures.” I made a quick u-turn and headed back to the damaged sign and took half a dozen pictures with my phone and emailed them to the Property Manager. As we got back on the road and headed back towards the donut shop, I started thinking about the fact that I love being a part of this industry. I thought about the fact that my love for it seems to be contagious, even to the point where my 7 year old son is starting to notice and point out things from the back seat of my truck as we drive through different communities on our way to the donut shop. My passion for this industry even rubs off on my kids! As I watch different members of our CAI chapter pour their lives and souls into this great industry of ours, it has become very apparent to me that our love for it is indeed contagious, and it produces a ripple effect that makes its way from one person to the next without showing any signs of slowing down. And this is a good thing.

As I meet more and more CAI members I’ve also noticed that while we all may provide different services and serve in different roles, the common thread that ties us together is the love we have for this industry. I have found that many of the CAI members I’ve met “stumbled” in to this industry just like I did. And it’s almost comical that so many of us who “stumbled” into this industry have grown to not only love it, but also a have passion for it. So

IT’S CONTAGIOUS!By Matt Brown, Katy Area Construction, LLC Staff Writer for FACETS & Educated Business Partner of CAI

much so, that we find ourselves talking about it whenever we get together. Not only that, we seek out ways to get involved more and give back to the industry that we have grown to love through various functions, educational classes and events offered by our CAI chapter.

I believe our love and passion has a domino effect that starts with a few people, and then spreads to several others, until it reaches everyone in our chapter. The more love and passion we have for the community association industry, the better we become as a collective group. This ultimately produces better service for the communities we serve. If we can continue this kind of momentum, the communities we serve will be the benefactors. The HOA boards we serve will be able to better-serve their communities and in the end, these communities become better places to live and play for literally millions of residents throughout the Greater Houston area. Now that’s what I call a major domino effect!

Stephen Covey said that we should always begin with the end in mind. There is no better way to illustrate what our goals and focus should be when we make our individual contributions to this industry each and every day. While we all provide different products and services, collectively our sights should be set on the end user…the residents in the communities we serve. I challenge everyone in the community association industry to embrace your love and passion for what you do so that it continues to be something that is contagious. I hope that the members of the Houston Chapter of CAI will lead the charge in our industry with the motivation of creating and improving the communities we serve so their residents will have communities that they can live and play in with more enjoyment than they would have anywhere else. While it starts with us, let’s remember that everything we do, ends with them. u


LANDSCAPE & IRRIGATION MANAGEMENTLANDSCAPE CONSTRUCTION

LANDSCAPE DESIGN

www.earthcaremgmt.net 832-492-2633 [email protected]





WITH TEXAS LEADING THE NATION IN POOL DROWNINGS LAST YEAR, THE NEED FOR PROFESSIONALLY TRAINED LIFEGUARDS REMAINS A TOP PRIORITY FOR MANY HOA’S AND PROPERTY MANAGERSBy Edward McLean – Director of Operations, Lifeline Aquatics, Inc.

It’s hard to look past statistics, especially when they concern pool safety, drowning and children. The hard fact is that in 2012, Texas lead the nation in drowning deaths with a total of 74 drownings across the State. While many of these occur at lakes, ponds, rivers and even in the bathtub, the majority of these drownings occurred in a pool.

The good news is that most drownings are preventable and the important role of the lifeguard at an aquatics facility should never be underestimated. By designating ‘safe’ swimming areas of pool, enforcing rules that prevent injury, identifying defective pool equipment such as a faulty drain cover, exposed wires, and preventing unattended small children from entering the pool, the circumstances that lead up to a drowning can be all but eliminated.

At a time when budgets are put under the microscope, it is critical not to underes-timate the importance of an effective pool monitoring service. The aquatics facility of a community can post the highest risk to the community in terms of liability. A drowning can lead to civil penalties, increased insur-ance premiums, and a significant decrease in the confidence of the HOA Board or Property Management Company in place at the time of the tragedy, not to mention the emotional loss felt by those close to the victim. Knowing that a drowning is prevent-able and not taking steps to prevent such a tragedy may be much more costly than any lifeguarding or gate monitoring service in the long run.

According to a report published by the Center of Disease Control (CDC), ‘Evidence suggests that lifeguard services benefit pub-lic safety by saving lives, lowering drowning rates, and preventing injuries in aquatic recreational environments’. This detailed re-port takes many variables into consideration and in the end determines that an aquatics facility with lifeguards is in fact much safer compared to an aquatics facility without professionally trained lifeguard supervision.

When choosing a lifeguard service, it is

extremely important to make an informed decision. While there are many companies out there providing lifeguard services, not all companies are the same. Here are some questions you may ask any potential life-guarding service:

Q) How long has your pool management company been in business?

A pool management company should have a strong track record. Be sure to check references.

Q) Is your company fully insured? Require that you receive a copy of the

liability insurance with acceptable limits.

Q) How many pools does your company contract this season?

Again, choose a company with a good track record with verifiable references.

Q) What is your safety record over the past three years?

Learn all you can about the pool management company before any agreement is made.

Q) Do you have any unresolved complaints with the Better Business Bureau?

Any BBB rating of lower than A+ should be questioned.

Q) Are you a member of any industry as-sociations or groups? Are you an active participant?

Association and/or industry group membership shows that a company is involved in their industry and is more likely up to speed on current laws and regulations.

Once you have hired your lifeguard service, it is important that you allow the company and their employees to do their job effectively. Asking that a lifeguard simul-taneously handle tasks other than guarding the water significantly reduces the effective-ness of water surveillance. The perception

that a drowning victim bobs up and down in the water, waving their arms and gasping for air is most often not the case. The major-ity of drownings occur between 20 and 60 seconds whereas the victim quietly slides below the surface and drowns. Unless the lifeguard on duty is performing effective visual sweeps of the entire body of water, they are not performing their duty effectively. It may also seem like a good idea to reduce the number of lifeguards on duty to save money. It is important to understand that the effectiveness of the lifeguards on duty is directly related to the number of patrons in the pool, otherwise known as the ‘bather load’. To maintain a safe environment there should be one (1) lifeguard ‘on-stand’ for every twenty-five swimmers. Anytime there are more than 25 swimmers, and for each additional 25 swimmers, one additional lifeguard should be on ‘on-stand’ monitoring the water.

We’ve all heard the old saying, ‘an ounce of prevention is worth a pound of cure’… When it comes to the safety of the children in your community, there is no substitute for safety. All property managers, Board Mem-bers and home owners will agree that the loss of even one life is not worth the time, effort and cost associated with an effective lifeguarding or pool monitoring service. u

Sources:http://www.cdc.gov/HomeandRecre-

ationalSafety/Water-Safety/lifeguard.html


REJOINING MEMBERS

Ensure you are getting all your valuable CAI member benefits.

Update your email address today at [email protected]

or call (888) 224-4321.

Business PartnersMr. Joseph H. Stoller

Joseph H. Stoller, CPA9660 Hillcroft St Ste 520Houston TX, 77096-3860

(713) 728-9700

Mr. Clint CooperMarathon Fitness

PO Box 17705Sugar Land TX, 77496-7705

(713) 882-3083

Community Association Volunteer Leaders

Board MemberRocky Creek Property Owners

Association13510 Rocky Creek Estates Dr

Hockley TX, 77447-3502







Ms. Denise MurthaRocky Creek Property Owners



Mr. James Muckle12625 Memorial Dr Apt 44Houston TX, 77024-4815

Ms. Maryann HarveyConcord Bridge Homeowners Association

13611 Danbury Run DrHouston TX, 77041-5917

Multi Chapter Business PartnersMs. Jennifer Poindexter

Association Capital Bank, a Division of Texas Capital Bank

1 Riverway Ste 2100Houston TX, 77056-1905

(713) 439-5655

Ms. Cat Ann Coltrell, CMCA, PCAMFirst Associations Bank

7689 E Milton DrScottsdale AZ, 85266-1832

(877) 593-8406

Management Companies Mr. Todd W. Stoner

Horizon Management, Inc.945 McKinney St Ste 111Houston TX, 77002-6308

(713) 366-3451

ManagersMr. W.A. Erskine

4795 Slade Ben LnAlvin TX, 77511-5417

(713) 819-6280

Mr. John Michael2016 Main Owner’s Association

2016 Main StHouston TX, 77002-8848

(713) 305-2991

Ms. Tara R. FaseAPC Management

5380 W 34th St # 170Houston TX, 77092-6626

(713) 402-9056

Ms. Kimberly PettitAssociation Management, Inc.

1600 Post Oak Blvd Fl 7Houston TX, 77056-2903

(281) 217-6574

Mr. Todd PorterAssociation Management, Inc.

5295 Hollister StHouston TX, 77040-6205

(713) 932-1122

Mr. M. Jack GressettAssociation Services

427 Dellwood StBryan TX, 77801-2524

(979) 822-4443

Mrs. Leslie Baldwin, CMCAPrincipal Management Group of Houston

11000 Corporate Centre Dr Ste 150Houston TX, 77041-5179

(713) 329-7142

Ms. Ann OsunaPrincipal Management Group of Houston


(713) 329-7100

Ms. Teresa SharrerPro-Concept Management Co.

1880 S Dairy Ashford St Ste 131Houston TX, 77077-1043

(832) 573-8131


NEW MEMBERSBusiness PartnersMs. Mallory Garrison

Always In Season Decorating Services, Inc.

701 E 6th 1/2 StHouston TX, 77007-1703

(713) 681-1414

Ms. Erica SchmiedBELFOR USA Group, Inc.

8758 Clay Rd Ste 430Houston TX, 77080-8107

(713) 263-1194

Ms. Marjorie J. Meyer, CMCA, PCAMCADRExperts, LLC

9166 CardwellHouston TX, 77055-7418

(713) 465-2048

Mr. Geoffrey HayesHLH Landscape Management

PO Box 530Porter TX, 77365-0530

(281) 354-6790

Mr. Matthew TranSwim Houston Pool Management, LLC

17117 Westheimer Rd # 79Houston TX, 77082-1259

(832) 275-0884


Mrs. Carol Calvo-CotaBrentwood Condominiums

2400 N Braeswood Blvd Apt 227Houston TX, 77030-4358

Mr. Robert CruzBrentwood Condominiums


Ms. Thorunn HelgasonBrentwood Condominiums


Mr. Vladimir IgniaticBrentwood Condominiums

2425 Underwood St Apt 346Houston TX, 77030-3530

Mr. John KidderBrentwood Condominiums

2475 Underwood St Apt 170Houston TX, 77030-3524

Mr. Abel MelcherBrentwood Condominiums


Mr. Darrin TaylorBrentwood Park Homeowners Association

13007 Hallowyck CtHouston TX, 77045-1727

Ms. Annette RamirezThe Lakes of South Shore

877 Shoal Pointe CtLeague City TX, 77573

(832) 687-8293

Management Companies Ms. Kay Thompson

HOA Professionals, LLCPO Box 56349

Houston TX, 77256-6349(832) 208-9357

Mrs. Gloriela PomareTriquest Management Services

9950 Westpark Dr Ste 350Houston TX, 77063-5282

(713) 780-2449

ManagersHal Carroll

132 Oak PlaceHouston TX, 77006

(713) 521-4635

Ms. Theresa M. Chudy2730 Lakecrest Forest Dr

Katy TX, 77493-2575(281) 770-9903

Mr. Devyn HarrisAssociation Management Inc2204 Timberloch Pl Ste 180

Spring TX, 77380-1192(281) 681-2000

Mr. Shaun HebertCapital Consultants Management Company14223 Winding Springs Drc/o Rock Creek

Cypress TX, 77429-6425(480) 921-7500

Ms. Kathie WarrenThe Mercer

3388 Sage RdHouston TX, 77056-7238

(713) 572-8700

Ms. Yvonne JonesTriquest Management Services

9950 Westpark Dr Ste 350Houston TX, 77063-5282

(713) 780-2449


Jose A. Villegas, PCAM, CMCA, AMS6842 North Sam Houston Parkway W., Houston, Texas 77064Phone: 832-678-4500 Fax: [email protected] www.sterlingasi.com

Professional Association Management



RENEWING MEMBERSBusiness Partners

Mr. Richard EganBIO Landscape & Maintenance, Inc.

5205 Dow RdHouston TX, 77040-6201

(713) 462-8552Mr. Jeffrey L. Brady

Brady, Chapman, Holland & Associates10055 W Gulf Bank Rd

Houston TX, 77040-3119(713) 688-1500

Mr. Roberto ZumetaBrick Restoration, Inc.

8830 Emnora LnHouston TX, 77080-6003

(281) 558-1828Ms. LaRonda White

Brookway Horticultural Services7935 Fairbanks White Oak Rd

Houston TX, 77040-4421(713) 466-1420

Mr. Alan DebarbierisCotton Commercial USA, Inc.3600 Brittmoore Rd Ste 190

Houston TX, 77043-1190(713) 849-9300Ms. Nancy Artz

D & C Contracting, Inc.10126 Talley Ln

Houston TX, 77041-6130(713) 460-9394

Mr. Brent AbshireEarthcare Management, Inc.

12115 West DrCypress TX, 77433-1861

(281) 304-6626Mr. Warrenson A. Payne, Jr.

Ferrer, Tu & Payne, PLLC2825 Wilcrest Dr Ste 428Houston TX, 77042-6082

(713) 789-0322Mr. Dick H. Gregg, Esq.

Gregg & Gregg, P.C., Attorneys at Law16055 Space Center Blvd Ste 150

Houston TX, 77062-6259(281) 480-1211Mr. Brian Febbo

Hamilton Steele Outdoor Accents10800 Northwest Fwy

Houston TX, 77092-7304(281) 415-5190

Mr. Michael K. GrahamI.M.S. Landscape Services, Inc.

18110 Juergen RdTomball TX, 77377-5804

(281) 351-5202Mr. Mark Soderberg

Kraftsman Playground & Park Equipment19535 Haude Rd

Spring TX, 77388-5233(281) 353-9599

Mr. Gary MatochaLake Management Services, LP

1650 Highway 6 Ste 430Sugar Land TX, 77478-5086

(281) 240-6444Mr. John Catapano

Western Horticultural ServicesPO Box 841905

Houston TX, 77284-1905(713) 849-2045


Mr. Penny BenbowMr. Rod BouffardMr. Larry DaltonMr. Jimmy Hintz

Mr. Bruce JohnsonMr. Tim Plasek

Benders Landing Property Owners Association, Inc.

PO Box 681007C/O Chaparral Management Co.

Houston TX, 77268-1007Mrs. Janet Alleman

Brittany Lakes Homeowners Association2111 Black Duck Dr

League City TX, 77573-3872Mr. Todd Edwards

Brittany Lakes Homeowners Association2506 Brittany Lakes Dr

League City TX, 77573-6214Mr. Gregory Ellis

Brittany Lakes Homeowners Association2104 Midway Ct

League City TX, 77573-6297Mrs. Mariane Maximoris

Brittany Lakes Homeowners Association2252 Longspur Ln

League City TX, 77573-3912Mrs. Tiffany Vance

Brittany Lakes Homeowners Association2531 Sandvalley Way

League City TX, 77573-2391Mrs. Cynthia Alexander

Quail Run Community Improvement Assn.8306 Lone Quail Dr

Missouri City TX, 77489-5398Mrs. Linda Landry

Quail Run Community Improvement Assn.16406 Lonesome Quail Dr

Missouri City TX, 77489-5392Mr. John Manley

Quail Run Community Improvement Assn.16511 Quiet Quail Dr

Missouri City TX, 77489-5405Mr. Leodis Montgomery

Quail Run Community Improvement Assn.16327 Quailynn Ct

Missouri City TX, 77489-5409Ms. Delrita Woods

Quail Run Community Improvement Assn.16310 Quail Nest Ct

Missouri City TX, 77489-5412

Multi Chapter Business PartnersMr. Lee Martino

BB&T Association Services5830 142nd Ave N

Clearwater FL, 33760-2819(888) 722-6669

Mrs. Vicki LawsonCreative Components

1080 Peale RdWimberley TX, 78676-4601

(888) 370-6532Ms. Kristina Welch

Kings III Emergency Communications751 Canyon Dr Ste 100Coppell TX, 75019-3857

(800) 393-5858Mr. Jeff Higgins

McKenzie Rhody and Hearn, LLC10457 Park Meadows Dr Bldg 2 Ste 101

Lone Tree CO, 80124-5304(214) 624-5130

Ms. Raquel LozanoRed Rock Financial Services

7251 Amigo St Ste 100Las Vegas NV, 89119-4375

(713) 589-6414Management Companies

Mr. Jay RamanAshoka Lion

1821 Palm St Apt CHouston TX, 77004-5971

(832) 364-6025Ms. Kathryn Ament

AVR Management Consultants, Inc.12929 Gulf Fwy Ste 320Houston TX, 77034-4882

(281) 481-8062Ms. Pamela D. Bailey, CMCA, AMS, PCAM

Chaparral Management Company6630 Cypresswood Dr Ste 100

Spring TX, 77379-7721(281) 537-0957 (17)Mr. Collins F. Oakley

KRJ Management, Inc.1800 Augusta Dr Ste 200Houston TX, 77057-3130

(713) 783-4640Mr. Mark Moody, CMCA, AMS

Preferred Management ServicesPO Box 690269

Houston TX, 77269-0269(281) 897-8808

ManagersMr. Somsak Leon Leemany, CMCA, AMS

4715 Leicester WayMissouri City TX, 77459-2709

(713) 203-4676Mr. Raymond Tirado5100 San Felipe St

Houston TX, 77056-3600(713) 552-1000


RENEWING MEMBERSManagers

Ms. Becky J. Harris1400 Hermann Association

1400 Hermann DrHouston TX, 77004-7590

(713) 524-1811Ms. Linda Eileen Lively

359 Post Oak Lane Own Association359 N Post Oak Ln Ofc 128Houston TX, 77024-5975

(713) 681-9714Mrs. Krystle Keller

Association Management, Inc.2204 Timberloch Pl Ste 180

Spring TX, 77380-1192(713) 332-4645

Ms. Susan CanonBriar Place Council of Co-Owners

21 Briar Hollow LnHouston TX, 77027-2800

(713) 438-0416Ms. Brenda EllingtonC.I.A. Services, Inc.

8811 FM 1960 Bypass Rd W Ste 200Humble TX, 77338-3952

(713) 981-9000 (216)Ms. Annette Escarenio, CMCA, AMS

C.I.A. Services, Inc.8811 FM 1960 Bypass Rd W Ste 200

Humble TX, 77338-3952(713) 981-9000 (209)

Ms. Linda Morris, CMCA, AMSC.I.A. Services, Inc.

8811 Fm 1960 Bypass Rd W Ste 200Humble TX, 77338-3952

(281) 852-1700Ms. Laura Tate, CMCA, AMS, PCAM

C.I.A. Services, Inc.8811 FM 1960 Bypass Rd W Ste 200

Humble TX, 77338-3952(713) 981-9000

Mr. Matthew Haire, CMCA, AMSCapital Consultants Management Company

1800 S Egret Bay Blvd Apt 15106League City TX, 77573-1469

(970) 331-4090Ms. Amy Norsworthy, CMCA

Capital Consultants Management Com-pany

707 Del Webb BlvdRichmond TX, 77469-5886

(832) 595-8900Ms. Lindsey Gimber

Cardinal Street Management, LLCPO Box 2906

League City TX, 77574-2906(281) 957-5758

Mr. Bill Higgins, CMCA, AMSCrest Management Company, Inc.

17171 Park Row Ste 310Houston TX, 77084-4935

(281) 579-0761

Mr. Mat TownsendFifty-Fifty Woodway Owner’s Association

5050 Woodway DrHouston TX, 77056-1763

(713) 621-0884Mr. Robert Jaros

First Colony Community Association4350 Austin Pkwy

Sugar Land TX, 77479-2142(281) 634-9500

Ms. Lynn Haist, CMCAFirst Colony Community Services

3523 Hidden Creek DrSugar Land TX, 77479-1654

(281) 634-9504Ms. Alicia M. Hunter, CMCA

First Colony Community Services4350 Austin PkwyAttn: Accounts Payable

Sugar Land TX, 77479-2142Ms. Mendi Jo Carpenter, CMCA, AMS

Houston Community ManagementPO Box 57286

Webster TX, 77598-7286(832) 864-1200

Ms. Susan Rash, CMCA, AMSNew Territory Residential Community Assn.

6101 Homeward WaySugar Land TX, 77479-5042

(281) 565-0616Mr. Michael Meagher, AMS, PCAM

Planned Community Management, Inc.5403 Sundowner Ct

Houston TX, 77041-6597(281) 504-1358

Ms. Patti Tine, CMCA, AMSPreferred Management Services

PO Box 690269Houston TX, 77269-0269

(281) 897-8808Ms. Dawn House, CMCA, AMS

Principal Management Group of Houston9610 Bayou Brook St

Houston TX, 77063-1060(832) 602-6325

Mr. David R. Layman, CMCAPrincipal Management Group of Houston


(713) 823-1494Ms. San Juanita Prieto, CMCA

RealManage2000 S Dairy Ashford St Ste 120

Houston TX, 77077-5719(281) 531-0002 (109)

Ms. Libby BuellRegency House Condominium Assn.

2701 Westheimer RdHouston TX, 77098-1284

(713) 523-3607

Ms. Ola M. Guess, PCAMSCS Management Services, Inc.

7170 Cherry Park DrHouston TX, 77095-2713

(281) 500-7105Ms. Becky Banes

Tanglewest Townhouse Condominium Assn.5850 Doliver Dr

Houston TX, 77057-2404(713) 785-8133Ms. Lynn Pena

The Renaissance at River Oaks Unit Owner Association

2111 Welch StHouston TX, 77019-5665

(713) 520-8770Mr. David A. Cooper

Timbertop Homeowners Association14655 Champion Forest DrHouston TX, 77069-1400

(281) 583-0080Ms. Lee Blask

Villa d’Este Condominium Owners Assn.1000 Uptown Park Blvd

Houston TX, 77056-3251Mr. Scott Sustman

Walden on Lake Conroe Community Improvement Association, Inc.

13301 Walden RdMontgomery TX, 77356-5386

(936) 582-1622Mr. Gerry TasianWarwick Towers

1111 Hermann Dr Unit 1AHouston TX, 77004-6950

(713) 521-2222Ms. Lisa A. Murillo, CMCA, AMS

Woodway Place Atrium Condominium661 Bering Dr

Houston TX, 77057-2142(713) 780-7115

National Business Partners Members

Ms. Beth StevenAlliance Association Financial Services

5174 McGinnis Ferry Rd # 132Alpharetta GA, 30005-1792

(888) 734-4567Ms. Suzanne Tankersley

AlliedBarton Security Services, Inc.13430 Northwest Fwy Ste 490

Houston TX, 77040-6053(713) 939-4200

Mr. Michael TriggUnion Bank

500 N Akard St Ste 4200Dallas TX, 75201-6606

(619) 379-5705


GHC-CAI 2012 WITCHES AND WARLOCKS BOWLING TOURNAMENT


BARRY M. WUNTCH, LLPCERTIFIED PUBLIC ACCOUNTANTS

AUDITS • TAXES • TAX EXEMPTION

COMMUNITY ASSOCIATIONS:– HOMEOWNER ASSOCIATIONS– CONDOMINIUMS AND TOWNHOMES– HIGH RISES– MULTI-PURPOSE

6060 Richmond Ave., Suite 301Houston, Texas 77057

(713) 974-5515Fax (713) 974-5528

Email: [email protected]

Member – American Institute and Texas Society of Certified Public Accountants


FACETS SPARKLERSCongratulations to all the Sparklers listed in this issue! If you know someone associated with CAI who sparkles, please let the FACETS staff know by emailing [email protected].

Butler | Hailey, P.C. is pleased to announce that Cliff Davis has become a partner with the Firm and has become Board Certified in Resi-dential Real Estate Law. Butler | Hailey, P.C. is also pleased to announce that Clinton F. Brown as joined the Firm as an associate attorney.Hoover Slovacek, LLP recently announced that Jonathan H. Clark has become a partner of the firm. Mr. Clark is the GHC-CAI Education Chair for 2013. The Chapter Office would like thank Ms. Janet Hampton, CMCA, AMS, for her volunteer assistance.We would like to recognize the 2013 January Recruiter of the Month, Ms. Tally Jenkins, CMCA, AMS. Ms. Jenkins recruited six board members in January. The highest number recruited for the entire month from any other Chapter of CAI. Thank you Tally for spreading the word about CAI.



GHC-CAI 2012 WITCHES AND WARLOCKS BOWLING TOURNAMENT


The recent Texas drought was a harsh reminder of how many of us take for granted the availability of our most precious resource-water. According to the Houston Chronicle, over 301 million trees were lost across the State due to the 2011 drought, and the 301 million does not include trees that shade our home gardens, city parks and streets. It is critical for everyone to keep in mind how water is a finite resource and how it needs to be used and controlled wisely.

Landscape professionals—from architects to contractors—are on the front lines when it comes to implementing water saving options in their designs and working landscapes. It’s estimated that in the U.S. one-third of all domestic water use can be attributed to landscape irrigation—a number that’s often higher in warmer climates. As water costs continue to skyrocket, up by 30% over the last 5 years, many property managers and landscapers are turning to the use of non-potable water to help in conservation measures and as a much cheaper alternative to treated water.

One way to conserve our fresh, drinkable, potable water is to use non-potable water. Non-potable water is not for human consumption and it is reclaimed from rainwater, air conditioning condensate, storm water run-off, or treated wastewater and usually comes from a lake or pond when used for landscape irrigation. Since the water is untreated, it may hold debris which can affect irrigation system equipment if a proper filter is not installed. Cost for installing an additional filtration system in order to utilize non-potable water can quickly be absorbed through lower water rates. The non-potable water is always distributed with a separate piping system that keeps reclaimed water pipes completely separate from potable water pipes. In Texas and most of the USA, reclaimed water is always distributed in lavender (light purple) pipes to distinguish it from potable water.

Regardless of its cause, the scarcity of potable water has become front-page news worldwide, and efficient water use is no longer just a nice idea—it’s an absolute must. Landscapes and green spaces have an intrinsic value that cannot be denied as they increase property values, decrease air pollution, improve cooling by providing shade, control soil erosion, and boost home sales. Clearly, landscapes are still worth creating and should be maintained in the most efficient manner possible.

FUTURE OF WATER EFFICIENT LANDSCAPINGBy Jeff Corcorran, President of LMS Inc., Landscape Management Services

A case study in Houston, Texas found that the cost savings when converting to non-potable water can be astounding. Originally on treated potable water for their irrigation this master planned community in west Houston switched to non-potable water in early 2012. The yearly irrigation water cost in the year 2010 was $87,000. New construction added approximately 15 acres of new landscaping between 2009 and 2010. The irrigation water bill for the year 2011 went up to $123,394.00. Additional landscaping continued through 2011 and into 2012. The estimated cost of the potable landscape irrigation water would have approached $140,000.00 for 2012. Instead, the total water bill was meager in comparison at $13,943.00 amounting to over 1,000% savings!

Bottom-line is our most precious resource is becoming less and less available. The proof for Houston Texas only is the drought in 2011. We have to begin conserving our potable water for our human uses and begin watering our landscapes with non-potable sources. What better way than to save money while doing so! u

LMS, Inc. has been servicing commercial and residential properties in Houston for over 27 years providing full service construction, installation, maintenance, and plant care services. For more information on installing a non-potable water systems call 713.270,7100 or go to www.lmsinc.


Homeowner HotlineThe Greater Houston Chapter of the

Community Associations Institute (CAI) has launched the free HOA

Hotline, which is a resource for homeown-ers owning homes/units in condominium,

townhome and subdivision community associations and have questions about the operations of their association. The Hotline is staffed with local non-attorney experts knowledgeable in community association best practices. Homeowners can contact

the Hotline by calling 832-251-1874, or via email at

[email protected] We urge homeowners to take advantage

of this FREE Resource.


Index of AdvertisersAAA Plumbers .......................................................... 46Alliance Association Financial Services ........................ 36Association Capital Bank ........................................... 10Association Management, Inc. .................................... 56Associations Insurance Agency, Inc. ............................ 10Aurora Design, Inc. ................................................... 37Barry M. Wuntch, LLP ................................................ 46Bartley & Spears, P.C. ............................................... 18BB&T Association Services ......................................... 30Best Plumbing ........................................................... 52Brady, Chapman, Holland & Associates, Inc. ................ 18Brick Restoration, Inc. ................................................ 22Brookway Horticultural Services .................................. 37Butler | Hailey, P.C. ..................................................... 7Canady & Canady, P.C. ............................................ 32Chaparral Management Company, Inc., AAMC ........... 22C.I.A. Services .......................................................... 24Creative Management Company ................................ 37Crest Management Company, Inc., AAMC .................. 18Daughtry & Jordan P.C. ............................................. 38D & C Contracting, Inc. ............................................. 38Earthcare Management, Inc. ...................................... 40Embark Tree and Landscape Services .......................... 36Ferrer, Tu & Payne, PLLC ............................................ 16Gravely & Pearson, L.L.P. ........................................... 24Greater Houston Pool Management ............................... 5Gregg & Gregg, P.C. ................................................ 37High Sierra Management, Inc. .................................... 16Hoggatt LP ............................................................... 37Holt & Young, P.C. .................................................... 55Hoover Slovacek, LLP ................................................. 34I.M.S. Landscape Services, Inc. .................................. 32Joe Garofalo Roofing, Inc........................................... 36Joseph H. Stoller, CPA ............................................... 18Kraftsman Playground and Waterparks ........................ 30KRJ Management, Inc. ............................................... 53Lambright & Associates ......................................................... 40Lone Star Lake and Pool Management, LLC ............................ 16MMC, Inc. .......................................................................... 36Mutual of Omaha Bank/CAB/CondoCerts ......................... 46Pampered Lawns ....................................................... 37Planned Community Management, Inc., AAMC ............ 46Pools by Dallas, Inc. .................................................... 2Popular Association Banking ...................................... 40Property Services .................................................. 9, 22RealManage ............................................................. 37Red Rock Financial Services ....................................... 18Reserve Advisors, Inc. ................................................ 53Royal Disposal & Recycle ........................................... 37SCS Management Services, Inc., AAMC ...................... 30Silversand Services.................................................... 37Simich Law Firm, PC .................................................. 43Sterling Association Services, Inc. ............................... 43Summit Landscape Services, Inc. ................................. 24Ted W. Allen & Associates, Inc. .................................. 30Terra Management Services ....................................... 26The Spencer Company .............................................. 37The Urban Foresters ................................................... 32Treece Law Firm ........................................................ 37Tuttle Construction ..................................................... 53Union Bank Homeowner Association Services | Smartstreet ................................................ 32VanMor Properties,Inc. .............................................. 37V.F. Waste Services, Inc. ............................................ 37WaterLogic, Inc. .................................................. 28-29WCA Waste Corporation .......................................... 37Willis of Texas, Inc. ................................................... 34



Stephanie FerranteExecutive Director of Greater Houston Chapter,

Community Associations Institute

EXECUTIVE DIRECTOR’S NOTEBOOK

Community Associations Institute (CAI) has different types of memberships that include: homeowners, managers, and busi-ness partners. Our members are all involved in the community association industry in some way. To serve the categories of memberships in the best way possible, the Greater Houston Chapter offers a number of events each month. A few of them are designed to be social and fun, while others offer valuable education. Sometimes it even involves getting on a bus with our neighbors and riding to Austin to let our voices be heard by our legislation on important issues. We are all part of a greater community and the chapter strives to offer something for everyone.

As a member, you have the opportu-nity to participate a little and make great changes. We encourage you to join a com-mittee or volunteer your time to one of our events. Each of us has something to share with the community – some skill, talent, service or curiosity to offer. By finding your place in the CAI community, you help us all get better, personally or professionally while doing something you enjoy. Our commit-tees can provide a social network, activities, and resources for you. Joining a committee helps build leaders and a shared community within our chapter. This will allow you to get the most from your membership.

If you are the type of person who just wants to have fun, consider volunteering for one of our social activities. We have got bowling, casino night, and membership committees waiting for you. Help us plan these exciting events and make a few new friends in the chapter.

Are you looking for contacts that can help you succeed in your career? If you joined CAI to network or expand your busi-ness, consider volunteering for the Busi-ness Partner Exchange committee or Trade Show. Both of these events are geared toward networking and we could use your marketing mind to make these events great.

Some of us are great writers, thinkers and idea makers. The FACETS, Directory, Radio or Public Relations teams may be just the place for you. Help us spread the word!

Are you a good listener? Like to dig up

the story? Help us develop our CAI Cares program, and share the good news stories that happen in our neighborhoods on a daily basis.

How’s your swing? If the greens are your thing, the golf committee would be a great place for you to make an impact in the chapter. Our annual golf tournament is held in the Spring.

Do you have that spark for knowledge? The Education committee would love to see things through your eyes. Join us and plan the monthly educational offerings for the chapter.

If improving your professional speaking

and confidence is something you hope to achieve this year, join the CAI Champions Toastmasters Club. This is an enjoyable, safe environment to work on these skills and gain confidence.

Everybody is busy; we all have multiple priorities and people pulling us each direc-tion. Adding a commitment to a committee may not sound like something you can do today. If you could try to volunteer for an hour a month to one of these committees, the reward will surely make its way back to you. Theodore Roosevelt said: Do what you can, with what you have, where you are. That’s all we can ask. u

8588 Katy Frwy., Suite 349Houston, Texas 77024

www.caihouston.org


march/april 2013 publication

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