Florida: Life. Style. - Amazon S3€¦ · Spring 2019 VOL. 13 NO. 49 Suncoast Review is the quarterly publication of the Suncoast Chapter of the Community Associations Institute

Spring 2019 VOL. 13 NO. 49

Suncoast Review is the quarterlypublication of the SuncoastChapter of the CommunityAssociations Institute. For storyand photo submissions, pleasecontact the offices of SuncoastChapter CAI at 727.345.0165.www.SuncoastCAI.com

Florida:Life. Style.

Welcome home.

Spring 2019 Suncoast Review - 3

EXECUTIVE BOARD OF DIRECTORS

President, Dot Thomas 727.581.2662

President Elect, Elizabeth Wadsworth 727.791.3356

Vice President, Keena Wood 727.906.7244

Treasurer, Cindy Davis 813.961.3220

Secretary, Peggy Semsey 813.433.2008

Immediate Past President, Steve Nikoloff 727.738.1100

Director, Jerome Gordon 727.372.7235

Director, Bryan Levine 727.223.6368

Director, Bill Martin 727.773.9542

Director, David Mohns 727.447.6481

Director, Mike Thackrey 727.822.7866

Director, Lorraine Thomas 727.866.2655

CAI Suncoast Chapter Office 727.345.0165

Laura Hagan, Chapter Executive Director

Laura Quinto, Chapter Assistant

CAI National Office 888.224.4321

Tom Skiba, CEO

FLORIDA LEGISLATIVE ALLIANCE DELEGATES

Dominick Scannavino 813.433.2000

Barry Scarr 727.393.5055

GOLF TOURNAMENT

Scott LeRoy 727.822.7866

MEMBERSHIP

Cindi Bass 727.363.7727

Fred Lauro 813.526.1412

Mitch Hill 407.405.2235

NEWSLETTER

Kevin McNulty 727.599.7384

Laura Hagan 727.345.0165

2019 LEADERSHIP ROSTER President’s Message

Suncoast Review is published quarterly bySuncoast Community Associations Institute(aka Suncoast CAI) in St. Petersburg, Florida.All articles and paid advertising represent theopinions of authors and advertisers and not nec-essarily the opinion of either Suncoast Review,Suncoast CAI or CAI. The information con-tained herein should not be construed as a rec-ommendation for any course of action regardingfinancial, legal, accounting or other professionalservices by Community Associations Institute,Suncoast CAI. Permission to reprint is herebygranted provided: 1) Notice is given to thePublisher at 727.345.0165. 2) Proper credit isgiven as follows: Reprinted from SuncoastReview, Copyright Suncoast AssociationsInstitute Publishing. All Rights Reserved.ADVERTISING SALES: Laura Hagan -727.345.0165

2 - Suncoast Review Spring 2019 www.SuncoastCAI.com

It’s hard to believe that we’re already wellinto 2019 and another exciting year for theSuncoast Chapter. I’m extremely honoredto be the Chapter President this year andlook forward to continuing the standard ofexcellence set by past Presidents.

We continue to grow our membershipthrough our media awareness program andunder the new fee structure that affordscommunity associations the ability to joinup to 15 board members for one annualfee. New educational programs are offeredfor community leaders and managers alikethat promote professionalism industrywide.Every year we see more and more S.E.A.L.(Suncoast Educated Association Leader),AMS (Association Management Specialist)and PCAM (Professional CommunityAssociation Manager) designations earnedwhich is a testament to our commitmentto education.

Many networking opportunities areavailable throughout the year for our

members commencing with our annualCA Day, Condominium and HomeownerAssociation Trade Show at theSt. Petersburg Coliseum on February 28th.Shortly thereafter will be the annualGolf Tournament, July Mini Trade Show,October CA Day Event and before youknow it, the Holiday Social. All of theseevents supplement our ongoing Chapterbreakfasts and educational programs.

2019 promises to be another busylegislative year for community associations,making our advocacy efforts particularlyimportant. We will keep abreast ofimportant issues that impact communitiesand communicate any changes throughour Legislative Update.

Please be sure to visit our websiteat www.suncoastcai.com and like uson Facebook to get updates, importantevent information and sponsorshipopportunities. !Dot Thomas

2019 Suncoast CAI President

2019 SUNCOAST CHAPTER CHAIR PERSONS

About Community Associations Institute.Community Associations Institute (CAI) is a national nonprofit 501(c)(6) organization found-ed in 1973 to foster competent, responsive community associations through research, trainingand education. CAI is an international membership organization dedicated to building bettercommunities. With more than 34,000 members, CAI works in partnership with 60 chapters.

We work to identify and meet the evolving needs of the professionals and volunteers who serve associations, by being a trustedforum for the collaborative exchange of knowledge and information, and by helping our members learn, achieve and excel.

Our mission is to inspire professionalism, effective leadership and responsible citizenship—ideals reflected in associations thatare preferred places to call home.

TABLE OF CONTENTS

4 Calendar

6Annual Awards & RecognitionBreakfast with photos.

8 Feature:Condominium Homeowner andCooperative Year-end FinancialReporting. Are You Compliant?

Take time to be kind and to say“thank you.”–Zig Ziglar

4 - Suncoast Review Spring 2019 www.SuncoastCAI.com Spring 2019 Suncoast Review - 5

Are you working towardsearning your PCAM?The PCAM (Professional Community

Association Manager) is the highest

professional recognition available

internationally to managers who

specialize in community association

management.

The PCAM designation is

gained through extensive education,

and an understanding of all aspects

of community association

management.

2019 FLORIDA

PMDP COURSE SCHEDULE

May 13 – 14 Case OrlandoMay 13 – 15 M-100 OrlandoMay 14 M-400 OrlandoMay 13 – 14 M-204 OrlandoMay 13 – 14 M-205 OrlandoMay 13 – 14 M-206 OrlandoMay 14 M-201 OrlandoMay 14 M-202 OrlandoJune 6 – 7 M-205 South

Gulf CoastJuly 19 M-201 SuncoastAugust 1 – 2 M-350 South

Gulf CoastAugust 8 – 10 M-100 SoutheastAugust 23 M-202 SuncoastSeptember 19 – 20 M-205 West FloridaOctober 17 – 18 M-204 Gold CoastNovember 1 M-203 North

Gulf Coast

Courses may be completed online atwww.caionline.org

FEBRUARYThursday 28thCA Day & Trade Show 9:00 a.m. – 3:00 p.m.St. Petersburg Coliseum

MARCHThursday 7th 8:30 a.m. – Marriott(St. Petersburg)Program: BackgroundChecks and the Law.

Board LeadershipDevelopmentWorkshop: ProfessionalAdvisors and ServiceProviders.

CEU: 2019 LegalUpdate.

APRILFriday 12thAnnual GolfTournamentBayou & BardmoorGolf Clubs7:30 a.m. Registration

MAYThursday 9thProgram: HurricanePreparedness8:30 a.m. – Marriott(St. Petersburg)

CEU: Guide toDisaster Planning

Wednesday – Friday,15th – 17thAnnual ConferenceOrlando, Florida

JUNEThursday 6thProgram: LegislativeUpdate/BYOB8:30 a.m. – Marriott(St. Petersburg)

JULYThursday 11thManager/Vendor SocialMini Trade ShowMarriott (St. Petersburg)4:00 p.m. – 6:00 p.m.

Manager CEU: TBD2:00 p.m. – 4:00 p.m.

Homeowner: BoardCertification2:00 p.m. – 4:00 p.m.

Friday 19thPMDP M-201Location: Marriott(St. Petersburg)

AUGUSTThursday 1st Business PartnerEducationMarriott (St. Petersburg)

Friday 23rdPMDP M-202Location: Marriott(St. Petersburg)

SEPTEMBERThursday 12th Program: TBD8:30am – Marriott(St. Petersburg)

CEU: TBD

OCTOBERThursday 3rdProgram: TBD

Board LeadershipDevelopmentWorkshop: Association Rulesand ConflictResolution.

CEU: TBD8:30 am – Marriott(St. Petersburg)

Thursday 24thCA Day & Trade Show9:00 a.m. - 3:00 p.m.

NOVEMBERThursday 14thProgram: Legal Q & A8:30 a.m. – Marriott(St. Petersburg)

Board LeadershipDevelopmentWorkshop: GoverningDocuments& Roles andResponsibilities.

CEU: TBD

DECEMBERThursday 5thHoliday Social 4:00 p.m. - 7:00 p.m. Marriott (St. Petersburg)

2019 Calendar of Events

NOTES...

Spring 2019 Suncoast Review - 76 - Suncoast Review Spring 2019 www.SuncoastCAI.com

!

Annual Awards andRecognition Breakfast.

The 2018 Annual Awards & Recognition Breakfast was held on Thursday, January 10, 2019 at the Marriott Hotel & ConferenceCenter in St. Petersburg. Recognition plaques were presented toour 2018 Diamond Chapter Sponsors: Asphalt Restoration Technology Systems, Inc.;Bashor & Legendre, LLP, CPA’s; BB&T Association Services;Centennial Bank; Fieldstone Landscape Services; NaturZone Pest Control;PPG/Porter Paints;Rabin Parker, P.A.; Right WayElevator Maintenance;Scarr Insurance Group -Acentria;Sun Paints & Coatings/DycoPaints; The Sherwin WilliamsCompany; USI InsuranceServices.

Our local AccreditedAssociation ManagementCompanies (AAMC) were alsorecognized: Associa Gulf Coast;Leland Management andResource PropertyManagement.

In 2018, the SuncoastChapter of CAI offered five pro-gram modules offering in depth,topic specific training: BoardLeadership DevelopmentWorkshops. Some homeownersand Board Members want toacquire advanced level skills tobetter serve their communityassociations, and earn theirS.E.A.L. Certification (SuncoastEducated Association Leader).

I am proud to report that wehad two homeowners whoearned this certification in 2018:Lorraine Thomas and Carol Townsend. Congratulations to bothof you for your commitment to your community and your supportof the Suncoast Chapter.

Habitat for Humanity is the Suncoast Chapters charity ofchoice. Throughout the year, we have a sponsor and raffle at all ofour breakfast programs. All of the proceeds from that raffle aredonated to the local Habitat for Humanity. Also, our annualHoliday Social net proceeds are donated as well. From those twocombined in 2018, the Suncoast Chapter was proud to present acheck to Mike Sutton, CEO – Pinellas Habitat for Humanity inthe amount of $3,000.00. Thanks to all of our generous contribu-tors, over the years, our cumulative donations given to Habitat forHumanity is over $85,000.00.

Each year the Suncoast Chapter of CAI gives an award to acommunity association that has displayed outstanding cooperationbetween the Board and Management, and has set an example forother associations to follow. This year, we were fortunate to havean outstanding Community Associations receive this honor.

East Lake Woodlands was recognized for improving the quali-ty of life within their association by improving the infrastructure

of the community. We would like to thank

Jaime Ballard, PCAM andEast Lake Woodlands fortaking the time to submit theircommunity and being a positiveexample for other associations.Congratulations! The 2018 Volunteer of the Year

Award was presented to: MitchHill in recognition for all of hertime and hard work given to theSuncoast Chapter.Congratulations Mitch!

The President & CED Awardwas created to recognize amember that the ExecutiveDirector and Chapter Presidentfeel has given their time and ded-ication to benefit the SuncoastChapter of CAI. The past recipi-ents are truly respected in thecommunity association industry:Dot Thomas, Beverly Scenna,Ellen Hirsch de Haan, ElizabethWadsworth, Barry Scarr, TomPenman, Karen Zelski, MaureenReardon, Bill Stitt,Jill Silverman, Joe Cianfroneand Percy Legendre.

The 2018 recipient is a longtime member and supporter of

the Suncoast Chapter and a past Board Member and ChapterPresident. Her firm has been a Chapter member since 1988,and a Chapter sponsor for as long as I can remember. It was thepleasure of myself and Steve Nikoloff to present the 2018President & CED Award to: Jaime Ballard. Congratulations Jaime!

Thank you to our 2018 Chapter President, Steve Nikoloff.He has been an advocate and supporter of CAI for many years,and was a huge supporter of the Chapter staff. It was a pleasure towork with Steve in 2018.

The presentation ended when our 2018 President, SteveNikoloff passed the gavel to our 2019 President, Dot Thomas.Thank you to all of our members and sponsors for your support!

by Laura Hagan, CED

8 - Suncoast Review Spring 2019 Spring 2019 Suncoast Review - 9www.SuncoastCAI.com

Condominium, Homeowner and CooperativeYear-end Financial Reporting.

Are You Compliant?

FEATUREBy: Percy J. Legendre, III, CPA

column

Financial Statements and Reports are an essential part of themanagement of a condominium, homeowner and cooperativeassociation. Florida law requires associations to prepare financialstatements or reports on at least an annual basis. Reports can beprepared internally, by a certified public accountant (CPA) oranother third party. The types of financial statements that a CPAtypically issues are an audit, a review, and a compilation report.

61B-22.006(1) and 61B-76.006(1) Florida AdministrativeCode require that audits and reviews be performed by anindependent certified public accountant licensed by the FloridaBoard of Accountancy. Because of the statutory frameworkcreated by Chapter 720, Florida Statutes, there are no comparableprovisions of the Florida Administrative Code applicable to home-owner associations, but it is recommended that all audits andreviews prepared for homeowner associations also be performed byan independent certified public accountant licensed by the FloridaBoard of Accountancy.

There are two types of financial reporting describedin the law:Financial Report - Cash Receipts and Disbursements Financial Statements

FINANCIAL REPORT:CASH RECEIPTS AND DISBURSEMENTSBasic ReportFor Condominium, Homeowner and Cooperative

Associations with annual revenues less than $150,000 and forAssociations that have waived a higher reporting level of servicethey must at a minimum prepare a cash receipts and disbursementsreport. Florida Statute 718.111(13)(b)(1), 719.104(4)(c)(1), and720.303(7)(b) describe the nature of this report. As the nameimplies, it is on the cash basis of accounting. It must report“receipts by accounts and receipt classifications and theamount of expenses by specific accounts and expenseclassifications.

Additional Disclosures Required forCondominium and Cooperative AssociationsFor condominium and cooperative associations the following

reserve disclosures shall be made regardless of whether reserveshave been waived for the fiscal period covered by the financialstatements:

1. The beginning balance in each reserve account as ofthe beginning of the fiscal period covered by thefinancial statements;

2. The amount of assessments and other additions to eachreserve account including authorized transfers from otherreserve accounts;

3. The amount expended or removed from each reserveaccount, including authorized transfers to otherreserve accounts;

4. The ending balance in each reserve account as of the end of the fiscal period covered by the financial statements;

5. The amount of annual funding required to fully fundeach reserve account, or pool of accounts, over theremaining useful life of the applicable asset or group ofassets; (Condominium Only)

6. The manner by which reserve items were estimated, thedate the estimates were last made, the association’spolicies for allocating reserve fund interest, and whetherreserves have been waived during the period covered bythe financial statements; and

7. If the developer has established converter reservespursuant to Section 718.618(1) or 719.618(1), F.S.,each converter reserve account shall be identified andinclude the disclosures required by this rule.

In addition to disclosures listed on the opposite page,Condominium and Cooperative Associations are required to havecertain additional disclosures about reserves, special assessments,limited common elements, multi-condominium and developerguarantees, if applicable. See Florida Administrative Code Section61B-22.006(6) and 61B-76.006(5)(c) for details.

Additional Disclosures Required forHomeowner AssociationsAdditional disclosures are required if the budget of the associa-

tion does not provide for reserve accounts pursuant to720.303(6)(b) and the association is responsible for the repair andmaintenance of capital improvements that may result in a specialassessment if reserves are not provided. Each financial statementfor the preceding fiscal year required by 720.303(7) must contain

additional disclosures in conspicuous type. See FAC section720.303(6)(3)(c)(1) for details.

Additional disclosures are required if the budget of theassociation does provide for deferred expenditures, including,but not limited to, funds for capital expenditures and deferredmaintenance, but such accounts are not created or establishedpursuant to FAC Section 702.303(6)(d). Each financial statementfor the preceding fiscal year required by 720.303(7) must containadditional disclosures in conspicuous type. See FAC section720.303(6)(3)(c)(2) for details.

FINANCIAL STATEMENTSThis type of financial report typically involves a CPA. It is

much more detailed and contains more information. Under Floridalaw, the financial statements must be prepared using the accrualmethod of accounting and must be presented using fund account-ing. Current accounting rules and Florida law prescribe certainminimum elements to these financial statements. They must con-tain an accountant’s report or auditor’s report, the basic financialstatements, notes to the financial statements and supplementaryinformation.

Basic Financial StatementsThe basic financial statements consist of a balance sheet, a

statement of revenues and expenses, a statement of changes in

fund balances and a statement of cash flows. These statements areprepared using the accrual method of accounting and in a fundformat. Fund accounting requires separate columns for each typeof common funds. These typically include an Operating Fund anda Reserve and Replacement Fund. Additional columns or fundscan be added for special assessments, property and equipment orother groups of common transactions. The financial statementsmust include notes to the financial statements as required byGAAP. The financial statements may include supplementary infor-mation or required supplementary information, if applicable.

Disclosure RequirementsIn addition to the notes to financial statements and required

disclosures by GAAP and required supplementary information, seeChapter 61B-22.006(3) and 61B-76.006(3) of the Florida

Administrative Code for additional required disclosures requiredfor condominium associations.

For homeowner associations, the same Florida Statute disclo-sures apply that pertain to the cash receipts and disbursements, aspreviously stated.

Condominium, Homeowner and Cooperative AssociationsAssociations that have annual revenues (on the accrual method)

within the ranges listed below are required to have either a compiled,reviewed or audited set of financial statements. Revenues includereserve assessments, special assessments and any other income appli-cable to the association. Associations with revenues of $150,000 to$299,999 must prepare compiled financial statements, associationswith revenues of $300,000 to $499,999 must prepare reviewedfinancial statements and associations with revenues greater than$500,000 must prepare audited financial statements.

Per the Florida Statutes, Associations may vote to waive orreduce the level of reporting. At a minimum, however, a cashreceipts and disbursements report must be prepared. That reportcannot be waived Please refer to the Florida Statute for guidanceregarding properly waving or reducing the financial reportingrequirement.

Distribution of the Reports: Please refer to the Florida Statutefor the guidelines for the distribution of the financial statementsor report.

Type of Association Florida Statutes Florida Administrative CodeCondominium 718.111 61B-22.006Cooperative 719.104 61B-76.006Homeowner 720.303 N/A

Accounting presentation and disclosure requirements come from principallytwo sources: Accounting Principles Generally Accepted in the U.S. and

Florida Statutes and related rules.

Feature, continued on following page.EEE


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How To Play! Recruit ONE New Manager Member

and Recruit ONE New Business Partner Member

and Recruit ONE New Community Association – Must be a 3 Member Board

Recruit ALL of the above and you will receive the following: Business Partner Recruiters will receive: One Year Membership Renewal

Management Firm Recruiters will receive: One Year Membership Renewal

Individual Manager and Homeowner Recruiters will receive: Two Year

Membership Renewal

Join Now, Here’s How!! Visit the CAI website: www.suncoastcai.com

Click on “JOIN” at the top of your screen. Choose the application for the above 3 membership types.

Make sure to list yourself as the RECRUITER!

Submit to: Community Associations Institute

6528-A Central Avenue, St. Petersburg, Florida 33707

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Recruit ONE New Manager Member ANDRecruit ONE New Business Partner Member ANDRecruit ONE New Community Association

(must be a 3-Member Board).

Recruit ALL of the above and you will receive the following:Business Partner Recruiters will receive: One Year Membership Renewal.Management Firm Recruiters will receive: One Year Membership Renewal.

Individual Manager and Homeowner Recruiters will receive:Two Year Membership Renewal.

JOIN NOW. HERE’S HOW:Visit the CAI website: www.SuncoastCAI.comand click on “JOIN” at the top of your screen.

Choose the application for the above 3 membership types.Make sure to list yourself as the RECRUITER.

SUBMIT TO: Community Association Institute,6528-A Central Avenue, St. Petersburg, Florida 33707

Call 727.345.0165. FAX: 727.345.0170

Keep on Growing Suncoast Chapter of CAI

Membership Recruitment Campaign January 2018 – December 2018





Management Firm Recruiters will receive: One Year Membership Renewal Individual Manager and Homeowner Recruiters will receive: Two Year

Membership Renewal





6528-A Central Avenue, St. Petersburg, Florida 33707 PHONE: 727-345-0165 FAX: 727-345-0170

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33707daorilburg, F-345-0170

Keep on Growing Suncoast Chapter of CAI

Membership Recruitment Campaign January 2018 – December 2018





Management Firm Recruiters will receive: One Year Membership Renewal Individual Manager and Homeowner Recruiters will receive: Two Year

Membership Renewal





6528-A Central Avenue, St. Petersburg, Florida 33707 PHONE: 727-345-0165 FAX: 727-345-0170

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HOW TO PLAY!

IMPORTANT INFORMATIONBelow is a list of things to remem-

ber pertaining to year-end reporting.For Condominium and

Cooperative Associations: Per FACSection 61B-22.006(7) and61B-76.006(6):

Make sure the minutes of the asso-ciation shall reflect the number of votescast by the membership to waive therequirement for audited, reviewed, orcompiled financial statements and thetype of financial reporting that the asso-ciation will be preparing and dissemi-nating to the membership.

Please have your attorney reviewyour documents to make sure that youare in compliance with them, as theymay require a different level of servicethan the statute.

Beginning January 1, 2019Condominiums with 150 are moreunits are required by Florida Statute718.111(12)(g)(2)(g) to post in digitalformat on the association’s website thefinancial report required by Florida Statute 718(13) and any monthlyincome and expense statement tobe considered.

While most compilation, reviewand audits are prepared by licensedCertified Public Accountants, manyassociations have internally preparedcash receipts and disbursement reports.I have seen many internally preparedstatements that do not comply with thestatutes. I have also seen associationsfined up to $15,000 for not properlycomplying with the statutes regardingyear-end Financial Reporting.

Feature, continued from previous page

Be sure to visit the Suncoast CAI websitefor archived issues ofSuncoast Review,

a calendar of events, and more.SuncoastCAI.com

Suncoast Review is the quarterly

publication of the Suncoast Chapter

of the Community Associations Institute.

For story and photo submissions, please

contact: Call LAURA HAGAN at727.345.0165 to be a part of ourSummer 2019 issue.

!


Sarah Allen Climate DesignNatalie Brewton ManagerRachel Davenport ManagerDale Degener Complete Aluminum General ContractorsLisa Ellsworth ManagerChristopher Evers Pavement TechnologyIrene Ferguson Sea Coast BankChristina Grubbs TRC Worldwide Engineering, Inc.Meg Heusel Flock SafetyMichael Jacobson Pebble Creek HOA Lori Kelly All Lines InsuranceMichael Kenyon PMI ResCom Property ManagementRoger Kessler ManagerMary MacKenzie Springwood Villas IDonald Mast O’Neil’s Tree ServiceJohn Opala Whittington Court TownhomesGregory Rehorn Florida Patio Furniture, Inc. Kenneth Rivard Tahitian Gardens CondominiumKyle Scroggs ManagerCarol Slaven ManagerFrances Stifel ManagerMichael Tomaino Landcrafters FloridaWillene Woods Townhomes of West Lake C.A.

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727-260-5004

Branch Banking and Trust Company is a Member FDIC and an Equal Housing Lender.

Loans are subject to credit approval. Only deposit products are FDIC insured.© 2018, Branch Banking and Trust Company. All rights reserved.

Association Services

We Keep Growing.

Have you renewedyour membership?

Do you knowsomeone who

would benefit frombecoming a

new member ofSuncoast CAI?

Please CallLAURA HAGANat 727.345.0165for information.


Specializing in the representation of community associations throughout the TampaBay area, the Cianfrone legal team proudly supports the CAI Suncoast Chapter, and looks forward to working with the Board of Directors of your association this year on all matters of association governance, including collections, deed restriction enforcement, and document interpretation and amendment.

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1519 W. Hil lsborough Ave., Tampa, FL 33603(813) 239(813) 239--1790 PH (813) 239

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