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Posts Tagged ‘Southern California Community Association Management’

An Evening of Learning: Collections & Bankruptcies

Pictured from Left to Right: Christine Dunn, CAI-OC; Sandra Gottlieb, SwedelsonGottlieb 
 

Sandra Gottlieb of SwedelsonGottlieb and Association Lien Services facilitated the May 30th course on Assessment Collection and Bankruptcies to an audience of community association volunteer leaders in Cardinal’s corporate office.  Sandra discussed the methods of collecting delinquent assessments including personal money judgments, judicial and non-judicial foreclosure.  She provided a thorough explanation of the benefits and disadvantages of each and the steps in each process.  Lastly, Sandra concluded with a discussion on bankruptcies beginning with the types of bankruptcies and definitions of bankruptcy terminology and the avenues an Association can follow to protect the Association’s interest and possibly collect delinquent assessments.

Christine Dunn from the Orange County Chapter of CAI was also present to discuss the benefits of CAI membership and upcoming events.  The evening ended with two raffle drawings for those in attendance.  Terry B. from Saratoga Condominium Association won a complimentary one-year membership to the Orange County Chapter of CAI and Nerisa M. of Heritage Walnut Condominium Association won a $50 gift card for a dinner and a movie.  The attendees enjoyed gourmet sandwiches, salad and dessert from Corner Bakery and Starbucks coffee.

Don’t miss our next education course on Financial Review to be held in our corporate office on Tuesday, July 31st.  Visit our website to view the full 2012 Course Schedule as well as the course descriptions and register early, as space is limited.

About Our Speaker:

 

Sandra L. Gottlieb is one of California’s leading community association attorneys and a founding partner of the law firm of SwedelsonGottlieb, which limits its practice to the representation of California homeowner associations, including condominiums, planned developments and cooperatives.

Sandra began her practice of law in 1978 and first represented unions as labor counsel, then worked for ABC as labor counsel representing management’s interest in union and employment matters. Thereafter, Sandra spent seven years working at 20th Century Fox, first as Director of Business Affairs in its telecommunications division, then as Vice President of Business Affairs in its licensing and merchandising division. Sandra began representing and providing legal counsel to community associations in the mid-eighties. Sandra has lived in two condominium associations, including a master and sub-association. Sandra’s extensive negotiating skill acquired in the early years of her practice has given her the ability to work with volunteer board members, associations’ managing agents and opposing counsel, and to provide sound counsel regarding Association operational issues.

Sandra and her partner David Swedelson formed their law firm in 1987, bringing together David’s extensive litigation experience with Sandra’s extensive transactional background. As the firm’s Managing Partner, she also leads the transactional team at SwedelsonGottlieb. Sandra’s experience in representingCalifornia community associations allows her not only to provide legal representation but also counsel on the many different matters and issues that impact California homeowner associations.

Sandra Gottlieb has long been a prominent name in the community association industry, having served as President of the board of directors of three chapters of the Community Associations Institute (CAI) in Los Angeles, Orange County and Channel Islands. On a national level, she represents the firm on the CAI National Faculty, the CAI National Attorneys Committee, and the CAI College of Community Association Lawyers (CCAL). In addition, Sandra serves on the Legal Advisory Committee for California Association of Community Managers (CACM), teaching community association managers the legal implications of their work, and she served as the immediate past Editor of CACM’s Law Journal and the designated attorney on its Professional Standards Committee. Additionally, CACM honored Sandra with its 2009 Vision Award for Lifetime Achievement. In 2010, the CAI-Orange County Chapter presented Sandra with the President’s Award and also honored her in 2011 with the Speaker of the Year award.

Visit the website of SwedelsonGottlieb at lawforhoas.com

 
 
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Is Your Roof Warranty too Good to be True?

Guest post by Mari Fontaine Binder, Fontaine Weatherproofing, Inc.

Roofing Warranties can be complicated, confusing, and downright tricky at times, but understanding your warranty doesn’t have to be so difficult. The extra protection a roof warranty offers is quite valuable, but will be meaningless if the warranty is voided. So, it is important that you carefully read the limitations and restrictive provisions in your warranty. Also, don’t forget that there are different types of warranties that provide different types of guarantees. Confusing types of warranties can often lead to misconceptions about the protection your warranty is offering.

There are two main types of warranties: Labor and Material.

A labor warranty guarantees the specific work performed by the installer for a period of time.

A material warranty is provided by the manufacturer and guarantees the product for a period of time.

A No Dollar Limit (NDL) warranty covers any cost necessary to fix the roof. These warranties can be purchased from the manufacturer (not the installer). The manufacturer will make sure that the roof meets their specifications before providing the NDL, and they only work with reputable installers. Although these warranties can be pricey they provide a better guarantee.

When looking at warranties, ask yourself these important questions:

  • If the company doesn’t exist who will honor the warranty? A warranty will not be backed if a company goes out of business or a product used is discontinued. The stability, reputation, and reliability of a company should be a major factor when looking at a warranty.
  • Is it too good to be true? Some companies give highly inflated warranties, but won’t always back them.
  • What are the limitations? It is standard that a warranty should have limitations. Commonly a warranty will not cover natural disasters like fires. Also, damage caused by other vendors such as satellite installation is not covered. Basically the warranty protects the client from a bad installation. If the warranty requires that the roof receives preventive maintenance—which is pretty standard—don’t forget to do your roof maintenance!

Read the terms of your roof warranty very carefully. It is important to remember that a warranty provides extra security, but this extra protection is meaningless if the warranty voided or not honored.

This article was printed with permission from Fontaine Weatherproofing.  To learn more, please visit their website at www.fontaineweatherproofing.com  

 

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Orange County Chapter of CAI Announces the May Springtime Showcase Forum

The Orange County Chapter of CAI just released information regarding its upcoming Springtime Showcase Forum to be held May 15.  The Forum will take the place of the Chapter’s usual monthly luncheon program and will include educational sessions for homeowner association board members and community managers.  Attendees will have the opportunity to attend two of the six offered educational sessions.  The Forum will be at the Irvine Marriott, 18000 Von Karman Avenue, Irvine, CA 92612 with registration beginning at 2:00 p.m.  The sessions will begin at 2:30 p.m. followed by an exhibitor tradeshow, cocktails, and hors d’oeuvres at 5:00 p.m.

Cardinal President Farrah Esquer will be a member of the education panel for the homeowner association board member session entitled “5 Ways to Improve Your Board.”  Ms. Esquer has been a speaker at past CAI-OC luncheon programs and received the 2011 Speaker of the Year award from CAI-OC.

Session topics include:

Educational Sessions for HOA Board Members & Community Association Volunteers include:

5 Ways To Improve Your Board
Spring Projects For Maintaining Your Community

Educational Sessions for Community Managers include:

Delinquencies for Beginners & Advanced Collections
Manager Life Skills

Educational Sessions open to any attendee:

Social Media
Conservation Corps: Basic Training For Being Environmentally Prepared

 

To learn more, visit the CAI-OC website at www.caioc.org or download a registration form here.

 

 

 

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Replanting Slopes

Many businesses and associations throughout Orange County have slopes around or in their property. These areas can be problematic for both Landscapers and Property Managers. These slopes are usually very boring to look at and require quite a bit of water to keep all the plant material alive. Slopes are hard to water effectively simply because the water wants to run down to the bottom of the hill without percolating into the soil. This can leave the plants at the top without enough water and the plants at the bottom with too much. Adjustments in the irrigation system will help correct this issue, but there are also plant alternatives that require very little to no water, have long life spans, and will help reduce erosion.

Here is a small selection of plant material that you can consider adding on your slopes…

Rosemary-This plant can be very fragrant and blooms with small blue flowers. There are a few different varieties that will provide you with different growth habits for your site’s needs.

Manzanita-These plants come in a wide variety of sizes from trees to low growing ground cover. Manzanita is known for its dark red branches and green leaves. This is a California native plant and will grow very well with little to no additional water once established.

Ceanothus-This hardy plant has dark glossy green leaves with dark blue blossoms. This plant is ideally suited for slopes and requires only minimal water once established.

Island Snapdragon-This shrub has small light green leaves with bright red flowers from spring till fall. They can be grown in the shade, although they prefer to have some sunlight. Again, this plant will only need occasional watering once established.

All of these plants will provide you with color during their blooming period and are drought tolerant which will allow you to reduce the amount of water required on your slopes.
Reprinted with permission from Vista Del Verde Landscape, Inc. For more information about water management and drought tolerant plant material selection you may visit their website at http://www.vdvlandscape.com or call (949) 713-5800.

 

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Cardinal’s March 29th Board Education Course is a Huge Success

On March 29th the Board Meeting Tactics course was held in Cardinal’s corporate office and was taught by Kelly Richardson of Richardson Harman Ober, PC.  Mr. Richardson explained the role of a volunteer Director, discussed the importance of maintaining a balanced community and explained the Business Judgment Rule and protection from personal liability.  Finally, Mr. Richardson focused on tactics to run effective and less stressful Board Meetings to combat meeting “traps” like excessive discussion on specific topics, overly ambitious agendas, avoiding “town hall” meetings and handling conflict and disagreement.

This was the first time this course has been offered to Cardinal’s clients and was a success with over 20 attendees present.  The evening ended with two raffle drawings for those in attendance.  Adriana R. from Sunny Hills Homeowners Association won a complimentary one-year membership to the Orange County Chapter of CAI and Rex V. of Orange Park Community Association won a $50 gift card for dinner and a movie.  The attendees enjoyed gourmet sandwiches and salad from California Pizza Kitchen and Starbucks coffee and dessert.

Testimonial:

“Really enjoyed the Thursday night meeting.  That subject matter should be addressed once a year, in my opinion.  Excellent speaker.” – David M., Criterion Towne Homes I Homeowners Association  

Don’t miss our next education course on Assessment Collection to be held in our corporate office on Wednesday, May 30th.  Visit our website to view the full 2012 Course Schedule as well as the course descriptions and register early, as space is limited.

About Our Speaker:

Kelly G. Richardson, Esq.

Mr. Richardson is Managing Partner of Richardson Harman Ober PC, a firm of twelve attorneys with offices in Pasadena, Riverside and Costa Mesa. He has advised common interest developments for 23 of his 29 years in law practice.

He is a National Trustee of the Community Associations Institute and a member of its College of Community Association Lawyers, a member of the Housing Committee of the California Association of Realtors, an Associate in the American Board Of Trial Advocates and has received an AV® Martindale-Hubbell Peer Review rating.

Kelly is co-author and co-originator of CAI’s eight hour California Law Course for Managers and its three hour Basic Board Education course. He was 2009/2010 Chair of CAI’s California Legislative Action Committee.  For CAR, he is the author of its “Buyers Guide to Common Interest Developments”.   Kelly is also the author of “HOA Homefront,” a weekly column on community association issues appearing in newspapers including the Orange County Register, Long Beach Press-Telegram, and LA Daily News.

He currently serves on the Board of the Orange County of CAI, and is a Past President of the Greater LA Chapter.

Kelly is a licensed real estate broker, and a member of the faculty of the Professional Realty Institute.  He graduated from UC Riverside in 1980 and USC School of Law in 1983.

Visit the website of Richardson Harman Ober, PC at www.rhopc.com.

 

 

 

 

 

 

 

 

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Cardinal’s Own Tina Zurrica is Honored as One of the Newest PCAM Designees

Tina Zurrica, a 15-year Cardinal employee, recently received the prestigious Professional Community Association Manager (PCAM) designation. She was honored at the CAI-OC Annual PCAM Reception held to celebrate both the newest and past recipients of the PCAM designation. The reception was held at McCormick & Schmick’s in Irvine.  Ms. Zurrica was supported by a full contingent of Cardinal staff at the reception held to honor and congratulate recipients on their outstanding accomplishment.

Ms. Zurrica has been a member of the Cardinal staff since 1997. As the on-site manager for a historical high-rise building in downtown Long Beach, she is responsible for the daily operations of the building, from general janitorial to complex, extended projects. The building also contains commercial properties owned by the association.  To be awarded the PCAM designation, Ms. Zurrica successfully attended and passed the required courses in CAI’s Professional Management Development Program (PMDP) and with at least five years’ management experience, was able to attend the Case Study as the final step in her achievement.

The Case Study requires the applicant to spend two days at a host community and learn the details of the community through interviews with its management staff and business partners, including legal counsel and insurance agent, as well as perform an extensive visual inspection of the property.  At the conclusion of the Case Study, applicants are given ten essay questions that require extensive research and documentation to answer.  Applicants are given 30 days to complete this comprehensive document.

Her PCAM designation illustrates Ms. Zurrica’s commitment to the industry and continuing education as well as dedication to Cardinal’s client Directors.  We are extremely proud of her. As of this writing, Ms. Zurrica is one of only 2,100 PCAMs in the United States and one of only 361 PCAMs in California.  We are honored to welcome Ms. Zurrica to this elite group of professionals.

 

 

 

 

 

 

 

 

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Cardinal Staff Receives Distinctions at 2011 CAI-OC Annual Awards Dinner

 

Recently the Orange County Chapter of CAI held its annual Orange County Excellence in Community (OCEC) Awards & Wine Dinner at Disney’s Grand Californian Hotel.  Cardinal staff attended to support the firm’s nominees and to celebrate the success of the Chapter.   Each year the Chapter honors the members who volunteer countless hours to help the Chapter reach its goals and for bettering of the industry.

Cardinal is proud to announce nominees and winners from our distinguished workforce. In our book, all our nominees are winners.

Account Manager Christine Santisteban was nominated for the Rising Star Award.  Ms. Santisteban joined the Cardinal team in 2009 and was promoted to Account Manager in 2011.  She has earned the Certified Community Association Manager (CMCA) certification from CAI.

Maryanne Hurley, a member of the Cardinal team since 2008, was nominated for the Manager of the Year Award in the Portfolio Category and the Committee Member of the Year Award.  Ms. Hurley has earned the Certified Community Association Manager (CMCA) certification and the Association Management Specialist (AMS) designation from CAI and the Certified Community Association Manager (CCAM) designation from CACM.  She is an active member of CAI-OC’s Programs Committee and the Community Outreach Committee and an avid supporter of Chapter Membership.

Theresa Hirschman began her Cardinal community association management career in 2000. Ms. Hirschman was nominated for the Outstanding Service Award for CAI.  She is an active member of CAI’s Orange County Chapter Community Outreach Committee, Community Manager Support Committee and Education Committee.  Ms. Hirschman has earned the Certified Community Association Manager (CCAM) designation from (CACM), and the Certified Manager of Community Associations (CMCA), Association Management Specialist (AMS) and Professional Community Association Manager (PCAM) designations from the Community Associations Institute (CAI).

Cardinal’s President, Farrah Esquer, was nominated for both the Author of the Year Award and Speaker of the Year Award.  Ms. Esquer served on CAI-OC’s Community Manager Support Committee, Education Committee and Publications Committee.  She is the past Chair of CAI’s Manager Support Committee, was elected to the Board of Directors of CAI’s Orange County Chapter in 2010, and was appointed to the Secretary position in 2012.  CAI bestowed upon Ms. Esquer the prestigious John C. Kubas Manager of the Year award for 2009.

Cardinal is proud of each of our nominees for their dedication and support of both the Chapter and our industry.

And the Award Goes To…

Cardinal is pleased to announce that Maryanne Hurley was awarded the 2011 Recruiter of the Year Award for her efforts in recruiting eight new members to the Chapter.

Farrah Esquer was awarded the 2011 Author of the Year Award for her article titled Money Matters, which was printed in OC View. The article can be found on our blog page at http://cardinal-online.com/money-matters/.  Ms. Esquer was also awarded the 2011 Speaker of the Year Award for her participation on a panel regarding ethics and personal behavior.  She shared this prestigious award with Debra Warren of Cinnabar Consulting and Sandra Gottlieb of Swedelson & Gottlieb as co-members of the panel.

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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