2014 RESOURCE CONNECTIONS DIRECTORY

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3 2014 RESOURCE CONNECTIONS DIRECTORY The information contained in the 2014 AACM Resource Connections Directory is designed to assist members of AACM in conducting business in the community association management industry. The directory may not be reproduced in any manner, in whole or in part, without the express, written consent of AACM. AACM will license to you the contents of this Directory only if you accept all of the terms and conditions contained in this non-exclusive, non-transferable, limited license agreement. Please carefully read this license agreement before opening this Directory. By opening this Directory, you hereby accept and agree to be bound by the following terms and conditions: 1. This Directory shall be used for individual, personal, and confidential reference purposes only, and may be used only pursuant to the terms of this license agreement. 2. This Directory and its contents are proprietary products of AACM. 3. The contents of this Directory may not, in whole or in part, be reproduced, copied, disseminated, entered into a computer database, used in part in connection with a mailing list, or otherwise utilized, in any form or manner or by any means, except for the user s individual, personal, and confidential reference. The information reflected in this Directory is based on membership records, as provided by each member. Should there be any information that is incorrect, please accept the apologies of AACM. Contact the AACM offices to provide any updates or corrected information. All contents of the 2014 AACM Resource Connections Directory are Registered. Arizona Association of Community Managers, AACM, and the marks relating to AACM products and services referenced herein are either service marks and/or registered service marks of the Arizona Association of Community Managers. All other names are trademarks and/or registered trademarks of the respective owners. ARIZONA ASSOCIATION OF COMMUNITY MANAGERS 668 N. 44th St., Suite 229E Phoenix, AZ Phoenix: (602) Tucson: (520) Fax: (602)

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6 TABLE OF CONTENTS ORGANIZATION 5-20 Officers and Board of Directors 5 Founding Management Companies 7 Founding Affiliate Partners 8 Committee Descriptions and Chairs About AACM: Vision & Mission 13 Legislative Online Information 14 Membership & Partnership Opportunities 17 Management Company Member Costs & Voting 18 Affiliate Partner Costs & Benefits EDUCATION CERTS Website 24 CAAM Certification Program - Required Courses 26 Continuing Education Units (CEUs) CEU Penalty Policy 40 MANAGEMENT COMPANY MEMBERS INDIVIDUAL MEMBERS AFFILIATE PARTNERS Table of Contents per Category Affiliate Partner Listings BYLAWS & ETHICS Bylaws Code of Ethics Membership Standards INDEX

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9 Organization CHAIR Kim Lax, CAAM Cadden Community Management 1870 W. Prince Rd., Ste. 47 Tucson, AZ (P) (F) CHAIR-ELECT Delores Ferguson, CAAM CCMC 8360 E. Via de Ventura, Ste. L100 Scottsdale, AZ (P) (F) VICE CHAIR Tom Emele, CAAM Associated Property Management 3260 E. Indian School Rd. Phoenix, AZ (P) (F) SECRETARY Any Ferrell, CAAM FirstService Residential Arizona 9000 E Pima Center Pkwy., Ste. 300 Scottsdale, AZ (P) (F) Any.ferrell@fsresidential.com TREASURER Andrew Way, CAAM Y Cross Management Group, LLC 8375 N. Oracle Rd., Ste. 150 Tucson, AZ (P) (F) andrew@ycross.biz IMMEDIATE PAST CHAIR Darin Fisher, CAAM Arizona s Vision S. Desert Foothills Parkway Phoenix, AZ (P) (F) dfisher@wearevision.com DIRECTOR Jean-Marie Bellington, CAAM Tri-City Property Management 760 S. Stapley Dr. Mesa, AZ (P) (F) jbellington@tcpm.net DIRECTOR Brian Lincks, CAAM City Property Management 4645 E. Cotton Gin Loop Phoenix, AZ (P) (F) brianl@cityproperty.com DIRECTOR Robb Lipsey, CAAM Premier Community Management 3930 S. Alma School Rd., Ste. 10 Chandler, AZ (P) (F) rlipsey@premieraz.com DIRECTOR Lori Percival, CAAM Ogden & Company 1901 E. University Dr., Ste. 440 Mesa, AZ (P) (F) lorip@ogdenre.com DIRECTOR Amanda Shaw, CAAM AAM, LLC 1600 W. Broadway, Ste. 200 Tempe, AZ (P) (F) ashaw@aamaz.com PRESIDENT/CEO Linda Lang, CAAM AACM President/CEO 668 N. 44th St., Ste. 229E Phoenix, AZ (P) (F) Tucson Phone: linda@aacm.com 5

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11 Organization FOUNDING MANAGEMENT COMPANY MEMBERS A Different Association Management, LLC AAM, LLC Associated Property Management, Inc. Cadden Community Management CCMC Cardinal Professional Management, Inc. City Property Management Company First Service Residential Arizona Lighthouse Management, LLC Premier Community Management, Inc. Sentry Management of Arizona, Inc. Stratford Management, LLC Tri-City Property Management Services, Inc. 7

12 Organization FOUNDING AFFILIATE PARTNERS PLATINUM FOUNDING CareScape Carpenter Hazlewood Delgado & Bolen, PLC Chaix Law Clean Cut Landscape Maintenance DLC Resources, Inc. Ekmark & Ekmark, LLC The Mahoney Group GOLD FOUNDING Arizona s Best Landscape Maintenance CertaPro Painters Mutual of Omaha 8

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14 Organization COMMITTEE DESCRIPTIONS AND CHAIRS The AACM committee year runs from January to December. Serving on a committee is a great way to get involved with the special programs that promote the Association and the professionalism of the industry. Each committee gives opportunity to network with Members and Affiliate Partners. EVENTS COMMITTEE Chair Robb Lipsey, Premier Community Management Co-Chairs Larry Aldrich, Burns Pest Elimination Responsible for planning networking and other social events with AACM. The committee creates opportunities for managers and Affiliate Partners to build successful business relationships. There are two subcommittees: the Trade Show and HOPE Grant Golf Tournament. MEMBERSHIP & COMMUNICATIONS COMMITTEE Chair Delores Ferguson Co-Chairs Marsha Hove, CCMC Nate Roberts, Roofing Southwest Works with AACM to promote Management Company Member and Affiliate Partner membership and retention. Assists with items such as the AACM Community Connection newsletter, the G.E.M. Awards, and the AACM e-newsletter. OUTREACH COMMITTEE Chair Tom Emele, Associated Property Management Co-Chair John Nation, Clean Cut Landscape Management Administers the HOPE (Homeowner Outreach Program Enterprise) Grant, reviews all HOPE Grant applications, and recommends Grant funding to the AACM Board of Directors. Also responsible for researching goodwill community charity projects for AACM. SOUTHERN ARIZONA ACTION COMMITTEE (SAAC) Chair Andrew Way, Y Cross Management Group Co-Chair Duane Huff, Sunland Asphalt Works with the Association on promoting events, membership and partnership in southern Arizona. The committee also works with the Association on outreach projects including HOPE Grant applications, military and food drives, and community clean-up projects. 10

15 Organization EDUCATION COMMITTEE - Requires an application process to join committee. Chair Jean-Marie Bellington, Tri-City Property Management Vice-Chairs Lisa Lundskow, CCMC Kathryn Battock, Ekmark & Ekmark Comprised of CAAM managers and Platinum Affiliate Partners working together on curriculum development for the CAAM Certification program, including core courses and Continuing Education Units (CEUs). LEGISLATIVE COMMITTEE Appointed by AACM Board of Directors Chair Brian Lincks, City Property Management Company Vice-Chair Amanda Shaw, AAM, LLC Advises AACM and works with the Association Lobbyist on homeowner association issues at the Capitol. Serves as the Voice of Reason and resource on behalf of AACM to the Arizona state legislators. PROFESSIONAL STANDARDS COMMITTEE (PSC) - Committee appointed by a supermajority of the AACM Board of Directors (appointed members must be Management Company Designated Member or Committee Representative). Chair Elaine Anghel, Tri-City Property Management Vice-Chair Nick Ferre, CCMC Responsible for the development and enforcement of disciplinary procedures for violations of the AACM Code of Ethics (signed by all Members and CAAM program participants). The PSC oversees all curriculum and instructor approval for the CAAM (Certified Arizona Association Manager) Certification Program. If you would like to serve on a committee, please Jennifer Francis at: Jennifer@aacm.com 11

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17 Organization ABOUT AACM The Arizona Association of Community Managers (AACM) is a statewide professional Association created by Management Company Members to provide professional standards for the community management industry. The AACM Code of Ethics and Certified Arizona Association Manager (CAAM ) Certification Program has set the standards of practice for professionals. Additional programs include the Homeowners Outreach Program Enterprise (HOPE) Grant, which aids homeowners in need, and the Affiliate Partner program, which creates a partnership with professional vendors in the community management industry. MISSION STATEMENT The Arizona Association of Community Managers promotes a positive perception of professional community association management firms and raises the standard of care in Arizona s managed communities. It does this through its professional certifications of community managers (CAAM ) and other industry professionals, proactive outreach to Arizona homeowners and by being the voice of reason to the state s legislature. VISION STATEMENT To achieve the highest level of professionalism in the care of Arizona s managed communities. HOW IS AACM THE HOA RESOURCE? AACM, as an organization, is dedicated to proactively sharing its membership s expertise at the state legislative level. Our lobbyist and Board members work directly with legislators to provide timely and accurate information to educate them about the effects of proposed bills that could have unfair consequences for the majority of homeowners and their associations ability to properly function. As a result of AACM s ceaseless efforts, AACM has become a wellrespected and invaluable resource to legislators in their deliberations on community association issues. 13

18 Organization LEGISLATIVE ONLINE INFORMATION Go to AACM s website at and click on the Legislation tab or follow these instructions: 1. Access the website 2. Under the heading FAQ on the left side of the page, click on How Do I find My Legislators. 3. On this screen, you will go to number 2 if you do not know your legislators/district. Choose Click here to find the legislative district you live in by entering your address and zip code located at the lower left corner. You will be taken to the Arizona Independent Redistricting Commission s website. 4. On this screen, in the lower left hand corner, enter your address and zip code and then click Find. The next screen will show your district number. 5. Now that you have your legislative district number, you can back out of the two screens and click on the x in the right upper corner to close. You will be taken back to and its How Do I Find My Legislators screen. 6. Now you can choose number 1 to choose If you know your Legislators, click here. 7. In order to sort by district, simply click on the down arrow next to the District heading and find your legislators and their contact information. 14

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21 Organization MEMBERSHIP AND PARTNERSHIP OPPORTUNITIES MANAGEMENT COMPANY MEMBERSHIP The strength of our association is in our membership. AACM Members ensure the standards of practice and professionalism of firms managing Arizona community associations. Members that participate in our education programs continue the AACM mission to be recognized as Arizona s leading professional resource in the community association management industry. AACM provides opportunities that promote efficient, effective representation through education and legislation for the benefit of our Members and industry. As a Member of AACM, your firm upholds our Code of Ethics and Membership Standards, which sends a strong message to the consumer that your company and its employees adhere to the highest state-specific industry standards. INDIVIDUAL MEMBERSHIP AACM created a category of membership for individuals that are employed as a(n): On-site Manager (Association Employee) HOA Coordinator (Developer Employee) Non-member Management Company employee Individual who earned CAAM certification as a Community Manager, but is no longer practicing community association management. Individual Members also uphold our Code of Ethics and Membership Standards. They are allowed individual access to all AACM programs and events. This is a non-voting membership. AFFILIATE PARTNERSHIP The program consists of three separate levels of marketing opportunities. The Affiliate Partnership allows for networking and educational involvement with the management company members and their managers. The Partnership creates two major opportunities each year: the Annual Trade Show held in the fall and the HOPE Grant Golf Tournament in the spring. Monthly luncheons and evening mixers are alternated between Phoenix and Tucson for additional networking. As an Affiliate Partner with AACM, you showcase your firm to be committed to the AACM Mission of professionalism in the community association industry. 17

22 Organization MEMBER COSTS AND VOTING Support for all participating companies includes a financial contribution and, for some, an additional donation of their time and energy. Membership in AACM and the related membership fee is structured on five different sizes of companies. All fees are based on the number of units currently managed and billed as of the beginning of the AACM membership year. The sizes are: Level 1 Level 2 Level 3 Level 4 Level 5 Individual Greater than 30,000 units 20,000 through 29,999 units 10,000 through 19,999 units 5,000 through 9,999 units 1 through 4,999 units Varies based on category of individual membership Each year, payment and voting participation will be based on shares that are derived by the size of the category. Level 1 20 Votes $10,000 Level 2 10 Votes $5,000 Level 3 6 Votes $3,000 Level 4 4 Votes $2,000 Level 5 2 Votes $1,500 Individual 0 Votes $500 18

23 Organization AFFILIATE PARTNER COSTS AND BENEFITS...dedicated to supporting your business Affiliate Partnership introduces you and your business to leading community managers, providing exclusive opportunities to promote your services and products to key decision makers within AACM Membership. PLATINUM PARTNER ANNUAL INVESTMENT $5,000 Special Events Bi-Annual Platinum Partner Council Meeting Invited to AACM Annual Membership Meeting - Bring your table top displays to be placed around the room Invited to all VIP receptions Opportunity to make five minute presentation prior to AACM Board Meeting (schedule in advance - one per year) Opportunity to make five minute presentation to Management Member Executives prior to new Executive Speaker Series (schedule in advance) Annual Private Event with Board and Management Member Executives Luncheons Up to six attendees (cost per person applies) Reserved Platinum Partner Tables in the center of the room (limit one person per company) Opportunity to sit with AACM Board of Directors (must be scheduled in advance) Table top marketing in lobby during networking time before luncheons Logo on AACM PowerPoint Presentation played during luncheons Place marketing materials/goodies on tables/chairs in dining room Bring a door prize Assist at the registration table or as a door greeter Promotional Benefits AACM will promote your awards and/or tips of the trade on our website and social networking sites (you must send us the links to the material to be posted) Framed posters/material in the training room (promote your company to managers) Roll-up Banners at all luncheons in the dining room (you must setup and teardown) Website listing with logo and link to your website Directory listing including logo and 300 character description Company name and logo on printed AACM materials P r i o r i t y o p p o r t u n i t y f o r A d ve r t i s i n g /S p o n s o r s h i p o p p o r t u n i t i e s (CAAM Binder, Directory Ads, Golf Tournament, Trade Show and other events) Opportunity to do Lunch & Learns with Members (schedule directly with members) 19

24 Organization AFFILIATE PARTNER COSTS AND BENEFITS Education and Other Benefits PowerPoint slide listing Platinum Partners at the start of all CAAM and CEU classes Schedule 10 minute presentation or ice breaker at the beginning of CAAM and CEU classes (bring donuts or cookies) Check scheduling opportunities with Jen beginning January 1, 2014! With 46 classes per year in Phoenix alone, there are plenty of opportunities for everyone to present! Priority opportunity to instruct courses (requires approval) Apply to serve on Education Committee Work with Education Committee to help develop CAAM/CEU material GOLD PARTNER ANNUAL INVESTMENT $2,500 Luncheons Up to three attendees (cost per person applies) Shared table in lobby to place your marketing materials/goodies Company name on AACM PowerPoint Presentation played during luncheons Promotional Benefits Website listing with link to your website Directory listing including 150 character description Company name on printed AACM materials Advertising/Sponsorship opportunities (CAAM Binder, Directory Ads, Golf Tournament, Trade Show and other events) Education and Other Benefits Opportunity to instruct courses (requires approval) Work with Education Committee to help develop CAAM/CEU material SILVER PARTNER ANNUAL INVESTMENT $1,250 Luncheons Up to two attendees (cost per person applies) Promotional Benefits Website listing with company and contact names, phone and address (no website address included) Directory listing with all contact information 20

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27 Education CERTIFIED ARIZONA ASSOCIATION MANAGER (CAAM ) CERTIFICATION PROGRAM Certified Arizona Association Manager (CAAM ) Certified Arizona Association Support Professional (CAASP ) Professionalism, accountability, and education are of utmost importance to credibly and capably represent the tens of millions of dollars of real estate throughout Arizona. To that end, AACM developed its Certified Arizona Association Manager (CAAM ) Certification Program. CAAM and CAASP are Arizona-specific designations signifying that a manager or community management industry professional is trained to address maintenance issues specific to our climate and laws particular to our state. Additional course completion and testing requirements in the areas of essential management principles and ethical business practices round out the CAAM Certification Program curriculum, ensuring that community management professionals are comprehensively prepared to represent the values of Arizona s communities and homes. Continuing Education Units, or CEUs, support the CAAM and CAASP designations by enhancing the professional education of those professionals who have completed a designation under the CAAM Certification Program through elective courses developed by AACM and approved by our Professional Standards Committee. CAAM CERTIFICATION AND DESIGNATION In order to obtain the prestigious CAAM designation, an individual must meet at least one of the following qualifications: Member company employees who are community managers actively engaged in community management. Member company employees who are executives and are actively engaged in community management. Non-member management company employees who are AACM Individual Members and are community managers actively engaged in community management. Non-member management company employee executives who are AACM Individual Members, and are actively engaged in the executive functions of community management. 21

28 Education Community managers who are AACM Individual Members and are employed directly by a community association. Employees of a developer or builder who are AACM Individual Members and are employed as the HOA Coordinator for that company. A person who has earned CAAM certification may continue to use the CAAM or CAASP designation as long as they maintain their required Continuing Education Unit requirements and remain in good standing with AACM as a Management Company Member employee or an Individual Member, regardless of a career change after earning their CAAM certification. A person who has earned CAAM certification but is temporarily unemployed may continue to use the CAAM / CAASP designation and take continuing education courses under their former Membership affiliation for up to six months from their last day of employment in the community association industry, after which time they must apply for Individual Membership with AACM in order to maintain their CAAM /CAASP designation. CAAM certification requirements include: An application and 3 CAAM Recommendation Forms, as the caliber of Certified Arizona Association Managers is of utmost importance to AACM and its Members. All membership dues and fees (if applicable), a registration fee, course fees, continuing education credits and fees, and any other applicable fees must be current at the time of CAAM certification and subsequent renewal. Six months of direct experience performing all daily functions of a community manager (CAAM designation only). Completion of the CAAM core course curriculum within three years from the date of initial CAAM Program Application, and CAAM Continuing Education Units (CEUs): First three-year certification period: 27 CEUs beginning the January 1 after initial certification date, including: 3 CEUs each year of mandatory Annual Law Update credits 3 CEUs of mandatory Effective Communication Tools for Community Managers (only required one time in first certification period)* Subsequent three-year re-certification periods: 27 CEUs consisting of at least 18 Education CEUs including 3 CEUs each year of mandatory Annual Law Update credits, and up to 9 Participation CEUs (PCEUs) for participation in AACM committees, activities and events. 22 *Exception: CAAM -certified individuals with a certification date prior to January 1, 2007 may take their 3 required CEUs of Effective Communication Tools for Community Managers within their second three-year CAAM certification period.

29 Education The courses required to receive CAAM certification may be taken in any order. One or more tests are taken during each course, and each course must be passed with an average of at least 70%. The Ethics course also requires a signed AACM Code of Ethics to pass. CAASP DESIGNATION The CAASP designation is available to those community management industry professionals who are employed by a Management Company Member and are employed in a support role such as community management administrative assistants, community management accountants, compliance managers, and others who perform roles vital to the support of community managers but do not directly perform community management duties in their day-to-day activities or meet the CAAM designation requirements as stated above. A person who has earned the CAASP designation may apply to AACM to convert their designation to a CAAM designation after directly performing the duties of a community manager for at least six (6) months. A person who has earned the CAASP designation but is temporarily unemployed may continue to use the CAASP designation and take continuing education courses under their former Membership affiliation for up to six months from their last day of employment in the community association industry. CAASP designation requirements include: An application and 3 CAAM Recommendation Forms, as the caliber of Certified Arizona Association Managers is of utmost importance to AACM and its Members. All membership dues and fees (if applicable), a registration fee, course fees, continuing education credits and fees, and any other applicable fees must be current at the time of CAAM certification and subsequent renewal. Completion of the CAAM core course curriculum, and CAAM Continuing Education Units (CEUs): First three-year certification period: 27 CEUs beginning the January 1 after initial certification date, including: 3 CEUs each year of mandatory Annual Law Update credits 3 CEUs of mandatory Effective Communication Tools for Community Managers (only required one time in first certification period)* 23

30 Education Subsequent three-year re-certification periods: 27 CEUs consisting of at least 18 Education CEUs including 3 CEUs each year of mandatory Annual Law Update credits, and up to 9 Participation CEUs (PCEUs) for participation in AACM committees, activities and events. *Exception: CAAM -certified individuals with a certification date prior to January 1, 2007 may take their 3 required CEUs of Effective Communication Tools for Community Managers within their second three-year CAAM certification period. CAAM Certification Program courses taken for the CAASP designation may be taken in any order. One or more tests are taken during each course, and each course must be passed with an average of at least 70%. The Ethics course also requires a signed AACM Code of Ethics to pass. CERTS (Certification, Education, Registration and Tracking System) Website AACM has developed proprietary custom web software specifically for CAAM Certification Program participants. Through CERTS, CAAM participants can easily: Apply for CAAM Program Certification Review CAAM course descriptions Register for upcoming classes View certification progress Track Continuing Education requirements To visit the CERTS website, go to and click on the link that says, Click Here to enter the CERTS website. From there, a person may complete the online CAAM Program application. Once approved, a CERTS user ID and password will be sent to the new CAAM participant, who may then log in to the CERTS website to take advantage of all that CERTS has to offer. 24

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32 Education CAAM CERTIFICATION PROGRAM - REQUIRED COURSES Basics of Association Management (BAM)* BAM is a 2-day course covering a comprehensive spectrum of topics vital to effective community management. This course is taught by seasoned community managers as well as legal and financial professionals. Legal aspects of HOAs, understanding association insurance, budgets, financial statements, reserves, industry terminology, annual board meetings, and member communication are all topics included in BAM. AACM Ethics This is a full-day course written by members of the AACM Board of Directors and Professional Standards Committee. It is designed to help community management professionals and associates understand the high ethical standards held by AACM Members and their associates, and employ said standards in their daily business. AACM s organizational structure is explained, along with the Code of Ethics and Professional Standards that all AACM Members and CAAM -certified individuals have committed to uphold. A Code of Ethics is to be signed by all class attendees at the end of this course, indicating the individual s agreement to also commit to the ethics detailed in class. Arizona Association Law Navigating and understanding community association law and the legal issues that affect HOAs and community managers can be quite a challenge. Some of AACM s Affiliate Partners who are legal professionals specializing in the HOA industry instruct this full-day course. Topics include community association documents, condominiums vs. planned communities, roles of the Board and the Manager, developer transitions, reserves, collections, restriction enforcement, board meetings, and insurance. Arizona Association Finance* Financial management is an integral part of the community manager s duties. This course is designed to set forth minimum standards and recommended procedures for financial management of a community association. Financial experts and seasoned community managers instruct this course, including topics such as record keeping, accounting methods, financial statements, budget preparation, reserve studies, and taxes in the course curriculum. *The BAM and Finance courses may be waived upon proof of current NBC-CAM CMCA Certification. 26

33 Education AACM - NBC-CAM RECIPROCITY POLICIES CMCA-Designated Individual Receiving CAAM Certification: A community manager with a current CMCA designation and current AACM Membership status through either a Management Company Member or an Individual Membership may apply for the CAAM Certification Program. Upon providing proof of current CMCA designation, the following course requirements for CAAM Certification may be waived: Basics of Association Management Arizona Association Finance The following requirements must be met to receive CAAM Certification with a CMCA designation: Attend and pass AACM Ethics course (in-class test and Code of Ethics Agreement) Attend and pass Arizona Association Law (in-class test) Current CAAM Program Registration Fee Once CAAM Certification has been awarded, all CAAM graduates will be required to earn CEU credits per current AACM policy. Effective January 1, 2011, these policies must be followed or CAAM certification may be subject to suspension or revocation. Maintaining CAAM Designation While Working Out-of-State as a Community Manager: CAAM -certified managers who have relocated out of state may maintain active CAAM certification with the following requirements: Notify AACM of out-of-state relocation to request CAAM certification hold status Provide AACM all updated contact information including office address, addresses, home address, and phone numbers Membership in AACM must be maintained either through employment with an AACM Member company or as an Individual Member in good standing Provide proof of current CMCA designation within six months if individual does not hold CMCA designation upon leaving Arizona. 27

34 Education Once the above requirements have been met, the CAAM -CMCA certified individual may maintain certification hold status as long as they continue to provide proof of active or renewed CMCA designation while out of state. The individual s current CAAM certification period will be placed on hold status beginning the first January 1 after notification of out-of-state move. Mandatory CEU requirements will be immediately placed on hold status. Resuming Active CAAM Status upon Return to Arizona as a Community Manager: If a CAAM -CMCA certified individual relocates back to Arizona, the following requirements must be met to maintain CAAM certification: Notify AACM of the individual s return to Arizona within 30 days of return Provide AACM all updated contact information including management company (if applicable), office address, addresses, home address, and phone numbers Maintain membership in AACM either through employment with an AACM Member company or as an Individual Member in good standing After AACM has been notified of the CAAM -CMCA certified individual s return to Arizona: The individual s certification period and CEU requirements will resume beginning the January 1 after notification of their return to Arizona. Individuals may continue to earn CEU credits after notification of return to Arizona and prior to resuming their certification period on the following January 1. CAAM CERTIFICATION CHANGES AND EXPIRATION/RENEWAL AACM will maintain records for each individual in the CAAM Certification Program. The AACM Member of record associated with the certified individual (either Management Company Member or Individual Member) will be notified approximately three months prior to a certification renewal date (3 calendar years from the January 1 following the original certification date, and January 1 every three calendar years thereafter). However, it is strongly recommended that each certified individual also maintain his or her own records. Records on certification requirements including paperwork and Continuing Education Units are available on the CERTS website (go to 28

35 Education and click on the link that says Click here to enter the CERTS website ). The AACM Member of record as described above must notify the AACM office of any name changes or employment changes by completing a CAAM Records Change Form as soon as possible after a change (either termination or hire) occurs. Please contact the Education Manager or the AACM Office at to obtain a CAAM Records Change Form. There may be a re-certification fee charged at the time of re-certification (amount to be determined). CONTINUING EDUCATION UNITS (CEUs) - FOR THE CAAM AND CAASP DESIGNATIONS UNDER THE CAAM CERTIFICATION PROGRAM The role of a community manager is constantly evolving. In order to remain proficient, a CAAM -certified individual, whether CAAM - or CAASP -designated, must continue his or her education by participating in elective courses presented as the continuing education arm of the CAAM Certification Program. CEU course requirements are based on a calendar year beginning the January 1 following a person s initial certification date. For example, if CAAM certification was received in May, the three-year CEU requirements would begin the following January 1. CONTINUING EDUCATION UNIT POLICIES A set number of Continuing Education Units (CEUs) must be earned during each three-year certification period see details below under CEU Requirements. Only AACM courses and activities will be accepted toward CAAM continuing education requirements. CEUs may be earned after the initial certification date and prior to the January 1 beginning of the first certification period, but are not required during this period. This is considered a bonus period. CEUs do not carry forward from one certification period to the next. CEU courses offered will change each year, and may not be available every year. Education CEU credits are available the first time a CAAM -certified individual participates in a specific class (either attending or instructing), but are only available one time. 29

36 Education CEU courses may be re-taken for no Education credit, with priority registration given to those individuals taking the course for credit. For example, a CAAM may take the Annual Meetings class for 3 Education credits, but that CAAM may not receive 3 additional Education credits if he or she takes the Annual Meetings class again, or instructs the class after previously taking or instructing the course for credit. An individual must complete either the CAAM Certification Program with a CAAM or CAASP designation in order to attend any CAAM Continuing Education course, as our core certification classes are the foundation upon which our continuing education is built. An individual must be an AACM Member to hold either designation; therefore, CEUs are only available to AACM Members. CEU REQUIREMENTS First certification period: 27 CEUs must be completed within three (3) years from the January 1 following a person s original CAAM certification date, including: 3 CEUs each year of mandatory Annual Law Update course 3 CEUs of mandatory Effective Communication Tools for Community Managers (only required one time during the first three-year certification period) AACM strongly recommends that each CAAM -certified individual in their first certification period obtain 6 units of elective courses for a total of 9 CEUs per year. Subsequent certification periods: 27 CEUs must be completed within three (3) years from the person s certification renewal date. These CEUs must consist of at least 18 Education CEUs and up to 9 Participation CEUs (PCEUs) for participation in AACM committees, activities, and events. 3 CEUs each year of mandatory Annual Law Update course AACM strongly recommends that each CAAM -certified individual in their second or later certification periods obtain at least 3 units of elective courses for a total of 6 Education CEUs per year. 30

37 Education AACM-APPROVED CEU COURSES Please note that not all classes are offered each year. Advanced Condos: High Rises, Conversions and Special Issues, Elective 3 credits This is an in-depth course on special issues concerning multi-family housing communities, including condominiums, high-rises and conversions. Topics include issues specific to high-rises and conversions, special insurance issues, and construction defects. AACM strongly recommends taking Condominium Basics and Condo maintenance and planning prior to this class. Condo Series: Part 3 of 3. Advanced Legal Issues, Elective 3 credits This advanced course is recommended for community managers with at least three years of community management experience. Records requests, Alternative Dispute Resolution, the Nonprofit Corporation Act, Restatement of the Law of Servitudes, amendment procedures and developer issues in a stressed economy are all components of this course. Several interactive case studies are used throughout the course to help attendees apply the curriculum as it is learned. Annual Law Update and Ethics Review, Mandatory 3 credits per year New legislation passed that will affect community management and homeowner associations. The legislative updates in this course are instructed by legal professionals in the HOA industry, and the ethics review is taught by current and former members of AACM s professional standards committee. ** This course is mandatory for all CAAM -certified individuals (CAAM and CAASP designations) to attend annually. Failure to attend any year will result in suspension of CAAM certification along with all rights and privileges. It is the certified individual s obligation to register for this class in order to maintain active certification.** Annual Meetings, Elective 3 credits Most community associations require an annual meeting. This basic course helps managers to make their annual meetings run smoothly and follow legal and community document requirements. Topics include notice, voting, quorum, agendas, nominations, elections, board members and terms, and practical annual meeting tips. This course is instructed by experienced community managers and legal professionals experienced in HOA law. 31

38 Education Arizona Environmental Safety & Awareness, Elective 3 credits Appropriate for any level of experience, this course educates managers and others venturing outdoors in their career duties (especially those new to Arizona) about the environmental dangers and concerns specific to Arizona to be aware of when managing a community and walking onsite, including weather, terrain, wildlife and invasive/dangerous plant species. Live animal exhibits may be included. Board Meetings, Elective 3 credits This basic course is designed to educate community managers regarding how to properly guide a board of directors in calling and holding regular board meetings. Managers will learn the statutory requirements regarding board meetings, and where to look within the community documents to determine the mandatory procedures and policies that must be following in holding and conducting board meetings. Also included are suggestions for dealing with issues commonly faced in association board meetings. This course is instructed by experienced community managers and legal professionals experienced in community association law. Cash Management, Elective 3 credits Financial statements, accounting methods, investments, insurance bonds and community association loans are topics included in this in-depth elective course instructed by financial professionals and experienced community managers. Collection Issues, Elective 3 credits In the current economy, collections have come to the forefront of managers attention. This course addresses collection laws and processes including foreclosure, liens, personal judgments, short sales, bankruptcies, and the Fair Debt Collection Practices Act. Community Security, Elective 3 credits This important topic covers methods and techniques to keep communities safe and secure while being aware of potential liabilities for the manager, the management company, the board, and the association. Instructors for this course include experienced community managers, security industry professionals, and insurance professionals. 32

39 Education Condominium Basics, Elective 3 credits The Arizona real estate market has seen a surge in condominiums in recent years. As these types of communities increase, so does the need for community managers to be educated in learning to manage these communities differently from single-family residential communities. Taught by seasoned community managers, as well as professionals from several affiliate partner industries including construction, legal, and insurance professionals, this course covers legal and insurance issues, physical components of condominiums, rules and policies, and other issues specific to condominiums. Condo Series: Part 1 of 3. Condo Maintenance and Planning, Elective 3 credits This course explores maintenance and planning issues specific to condominiums within the state of Arizona. Exterior surfaces, parking facilities, HVAC, asbestos, mold, and insurance issues are just a few of the topics discussed in this course. AACM recommends completing the Condominium Basics course before taking this course. Condo Series: Part 2 of 3. Construction Defects, Elective 3 credits Construction defects are an unpleasant but unavoidable part of managing community associations even the best construction companies make occasional mistakes which need to be rectified. This course educates community managers in how to effectively communicate with boards and developers regarding construction defects, as well as introducing the concept of alternative dispute resolution. Related topics include fiduciary duty, proper procedure for developer turnover of common areas, developer and vendor liability, and warranties. Data Retention, Technology & Legal Issues, Elective 3 credits This course is offered in two forms: one exclusively for management company principals and owners, and one for community managers. This course assists management company executives and community managers in understanding data retention in the age of technology. Records are no longer just paper copies in a file cabinet but what is an association record? Who owns the data? The executive course discusses recommended data retention policies, litigation hold policies, and related legal issues -- vital for any management company executive to understand and employ when necessary. The community managers course focuses on familiarizing the manager with data retention policies, the litigation hold procedure, and how technology can impact community and company records. 33

40 Education Developer Transitions, Elective 3 credits As new communities become occupied with homeowners, they reach a point where control of the association must transition from developer to homeowner control. This course, instructed by attorneys and community managers experienced in developer transitions, educates community managers regarding the transition process and the balance required between the management, the developer, the developercontrolled Board, and the homeowners. Public reports, community documents, contracts, developer liability, and common area inspections/ transfers, and property taxes are some of the highlighted topics. Effective Communication Tools for Community Managers, Mandatory (one time during the first three-year certification period) 3 credits Communication is the key to any relationship, business or personal. In this basic course, community managers are provided with tips for effectively communicating with Boards and homeowners both at meetings and in the workplace. Written, verbal, and non-verbal communication skills are all highlighted in this valuable presentation. Elements of Landscaping, Elective 3 credits Most community associations are formed for the primary purpose of maintaining the common elements of the community, and landscaping is usually the largest of these. This introductory-level course, instructed by experienced community managers and landscaping professionals, includes information on forming a basic landscape service contract, as well as licensing requirements for the industry, irrigation water conservation, landscaping budgets, overseeding, information resources regarding plant material, and technical topics such as granite, lighting, erosion control, frost damage, and vandalism. Sustainable Landscape Management practices are an integral part of this course. Fair Housing and Community Associations, Elective 3 credits Written by a team of attorneys and managers experienced in Fair Housing as it relates to community associations, this course explores selective enforcement, community and facility rules, disabilities and the ADA, accommodations and modifications, service animals, group homes, and other pertinent topics in this important subject matter. 34

41 Education Navigating an Insurance Claim, Elective 3 credits Taught by experienced community managers and HOA insurance professionals experienced in insurance claims, this course explores various insurance loss scenarios that community managers may encounter, and covers the steps that managers should take when dealing with these situations. Mediation & Conflict Resolution, Elective 3 credits Managers learn how to help resolve conflicts between members of the communities they manage, especially with high-density communities and condos on the rise. Topics include an exploration of alternative dispute resolution methods, including mediation and arbitration, as well as ways to diffuse conflicts to avoid getting to Alternative Dispute Resolution. Smarter Spending, Elective 3 credits Taught by experienced community managers and key community association vendors, this course explores avenues of saving in the areas of operations, collections, insurance, reserves, and service providers. Tips for selecting the right vendor for the community are included in this course. Special Circumstances, Elective 3 credits This course addresses situations that come up less frequently but need to be understood when they do arise, such as benefited parcels and sub-associations, committees & volunteers, discrimination, self-help, party walls, bulk contracts, media, and a host of other important topics. Water Use, Maintenance, and Conservation, Elective 3 credits Water is a precious commodity in the desert climate of Arizona. This course, taught by experienced community managers and landscape professionals, makes managers aware of how water is measured and used, the water requirements of various plants, and provides an introduction to irrigation systems. Other topics include sustainable Landscape Management,effluent water, groundwater replenishment districts, and Water Management Plans. 35

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46 Education PENALTY POLICY FOR NOT MEETING CONTINUING EDUCATION AND ACTIVE STATUS REQUIREMENTS Effective January 1, 2011 Mandatory course missed (i.e., Law Update or Effective Communication): CAAM Certification suspended immediately following the last offering of the mandatory course that year. Reinstatement application and $325 reinstatement fee. Publication of name and suspension date on AACM website and in AACM newsletter. Total CEU requirements not met: CAAM Certification suspended January 1 of the following year. Approved reinstatement application and $325 reinstatement fee required in time to complete the equivalent missed credits by June 30 (six months from suspension date). Following reinstatement, Participant must complete the equivalent missed credits by June 30; failure to reinstate certification and complete missed credits will result in revocation of CAAM certification. Equivalent missed credits from prior certification period will be required in addition to the three-year certification period CEU credit requirement. Publication of name and suspension date on AACM website and in AACM newsletter. Any CAAM Certification remaining inactive or suspended for more than 6 months will be revoked and required to complete CAAM certification requirements again at regular cost to regain active CAAM status. A letter explaining extenuating circumstances may be written prior to the end of the current certification period. AACM will make a determination on a case-by-case basis regarding possible exceptions and reinstatement conditions. During any period of suspension or inactive CAAM status including revocation, any CAAM Certification Program designation (CAAM, CAASP, etc.) may not be used in any form of business marketing or correspondence, including but not limited to business cards, signatures, brochures, marketing materials, resumes, etc. If any CAAM Certification Program designation is used during any period of suspended, inactive, or revoked CAAM status, the Member Company and/or Participant may be subject to any/all of the following: If inactive/suspended, revoke Participant s certification and all associated credits. Code of Ethics Complaint filed. Publication of Member Company s and/or Participant s name and improper use of the CAAM Program designation on the Disciplinary Page of the AACM website and/or the AACM e-newsletter. 40

47 MANAGEMENT COMPANY

48 MANAGEMENT COMPANY

49 Management Company Members 360 Property Management Company 4836 E. McDowell Rd., 102 Phoenix, AZ Contact Darrin Maurer Phone Fax Vendor Contacts Darrin Maurer 41