(520) 870-7759

PO BOX 66082

TUCSON, AZ 85728

CommuniCations Committee

Chair, Daryl Larson CMCA, AMS

Kim DiStefano PCAM

Robin Coulter

exeCutive DireCtor

Hanan Bedridirector@soazcai.org

President’s Report ...............2

Casino Night ......................3

Pets & Support Animals .......5

2014 Event Calendar ..........6

Maximize Your Sponsorship ..8

Jena Carpenter ...................9

Hanan Bedri Bio ...............10

Welcome New Members ....11

Sponsor Recognition ......4, 12

IN THIS ISSUE...

published four times per yearMarch 2014 Newsletter of the Southern Arizona Chapter of CAI, Inc.

communityconnection

Southern Arizona CAI held its Annual Meeting on December 6, 2013. On the agenda was the election of Directors. It was an extremely close election. In the end, past-Directors Jena Carpenter of Lewis Manage-ment Resources, Inc., and Phil Brown of the law firm of Phil Brown and Jonathan Olcott were re-elected to continue on the Board of Directors. Daryl Larson, professional community manager for the Green Val-ley community of Villas West, was also elected to join the Board as the Chapter’s newest Director.

Following the Annual Meeting, the Chapter celebrat-ed another wonderful year of CAI in Southern Arizo-na with a Casino Night social and fundraiser. It was a fun event enjoyed by all who attended, that would not have been possible without the generous support of our 2013 annual sponsors and participating busi-ness partners.

Of special note, the Chapter, through its first annu-al 50-50 Raffle, raised over $400.00 for scholarship funds to be made available to our community man-ager and volunteer leader members for continuing education instruction and certification.

See Page 7of this Newsletter

2013 Annual Meeting Recap

For a complete listing of the 2014 Board of Directors,

Chapter Executive Director, and Committees

photos continued on page 3

page 2 | www.soazcai.orgconnectioncommunity

Can you believe that it is already March? It is hard to believe that just a few short months ago we were wrapping up and winding down 2013, and now if you blink 2014 might just pass you by!

This year, you can expect to enjoy new and better educational programs, more opportu-nities to connect with business partners, man-agers and community association volunteers, and to have some fun along the way. Your Southern Arizona Chapter of CAI has made “adding value” to your CAI membership our number one priority in 2014.

Already this year our Chapter has again part-nered with the local chapter of NARPM (Na-tional Association of Real Property Managers) to present a joint-program addressing strate-gies for dispute resolution between commu-nity associations and tenants. We have also heard a presentation regarding the newest proposed laws from the state capitol affecting community associations and all of us involved in the industry.

Looking ahead, the Chapter will be offering educational programs featuring legal advisors, community association industry profession-als, and other experts speaking about topics such as dealing with animal issues, ensuring safety and security, and managing association finances and budgets. In October, Southern Arizona CAI will also be bringing back a fa-miliar event with a new and improved look – the Southern Arizona Community Asso-ciations Expo. The Expo will include an all-day tradeshow with the main event being the 2014 Legal Forum. Throughout the day there will also be various educational and instruc-tional presentations by industry professionals.

This is definitely an event to circle on your calendar; you will not want to miss it!

The Chapter’s organizational leadership will be going through changes in 2014 as well. Tom Collier, our Chapter’s Executive Direc-tor for the past two years has moved on to enjoy time with his family and to focus on other professional opportunities, and our new Executive Director, Hanan Bedri, will be fill-ing the big shoes that Tom left behind. Han-an brings extensive experience working with non-profit organizations of many shapes and sizes, across the country and internationally. She will be an extremely valuable asset and team member for our growing Chapter, and we are all very excited about a very bright fu-ture ahead with Hanan.

In all, there may be new faces, new events, and a renewed energy coming from your Southern Arizona Chapter of CAI in 2014; however, the focus remains on providing the highest level of information and support to the entire community of professionals and volunteers who are vital to the continued suc-cess of our industry.

I look forward to sharing a prosperous 2014 with all of you, and meeting each of you at one our many events this year!

Michael Shupe Chapter President

R E P O R TTHE PRESIDENT’S

Your Southern Arizona Chapter of CAI has made “adding value” to

your CAI membership our number one priority in 2014.

Visit our new designed website at www.soazcai.org

The next issue of Community Connection will be available May 2, 2014.

BOARD OF DIRECTORS

PresidentMike ShupeMonroe McDonough Goldschmidt & Mollamshupe@mmgm-law.com

President-ElectDaryl Larson, CMCA, AMSGreen Valley Villas West Condo. Assn.daryl.villas-west@qwestoffice.net

SecretaryPhilip BrownBrown | Olcott PLLCpbrown@azhoalaw.net

TreasurerKathy Thygersen, CMCA, CAAMCadden Community Managementkthygersen@cadden.com

Directors at Large

Jason Smith Carpenter Hazlewood Delgado & Bolenjason.smith@carpenterhazlewood.com

Jena Carpenter, CAAM, CMCA, AMSLewis Management Resources, Inc.jcarpenter@lmri.org

Faith E. BarryWestward Look Townhomes HOAfede214@msn.com

communityconnectionpage 3 | www.soazcai.org

2013 annual meeting gallery

photos continued from front cover

Newly elected Directors Jena Carpenter and Phil Brown

Marvin Schultz, big winner of the 50/50 Raffle, with Pam Valentine

Michael Shupe and Jason Smith, negotiating for that gift card

Doubling down! Kristina Allen, winner of a holiday treat basket, with Barbara Camacho

So many great prizes from our sponsors!

Casino Night Social and Fundraiser

communityconnectionpage 4 | www.soazcai.org

dia

mon

d sp

onsors

page 5 | www.soazcai.orgconnectioncommunity

Animals are a significant part of any community, whether that community is made up of several acre lots that allow livestock, or a high rise condominium that does not allow any pets. The governing documents of many associations impose restrictions on what kinds of pets and animals a homeowner may keep. These restrictions are often spelled out in the association’s Declaration of Covenants, Conditions, and Restrictions (“CC&Rs”). An as-sociation may generally restrict the type, size, and number of pets a homeowner may keep.

SUPPORT ANIMALSAn association generally cannot apply pet restrictions in its governing documents to support animals. Support animals are often kept by individuals suffering from a disability.

The Arizona Fair Housing Act (“FHA”) A.R.S. § 41-1491, et seq. closely tracks the Federal Fair Housing Act. The Arizona FHA requires an association to make reasonable accommoda-tions in its rules, policies, practices or services if the accommo-dations are necessary to afford a homeowner an equal opportu-nity to use and enjoy their dwelling. (A.R.S. § 41-1491.19(D)(2)). An association must waive its pet restrictions if: (1) the resident has a disability, (2) the requested accommodation is necessary for the unit owner’s use and enjoyment of the home, and (3) the requested accommodation is reasonable.

If an association refuses a homeowners request for an accommo-dation, that homeowner may file a discrimination complaint against the association. A homeowner can file a complaint at no expense; even if it is later proven that no discrimination occurred. If a homeowner files a complaint against your as-sociation for discrimination, the association should immedi-ately consult with its attorney. One way to avoid and/or defend complaints against the association is to have a policy in place on how accommodation requests are to be administered. Asso-ciations are allowed to make reasonable requests into whether the resident is disabled if the disability is not readily apparent.People with disabilities may own many kinds of animals for emotional support. Miniature horses, potbellied pigs, gerbils, ferrets and birds. A support animal is distinguishable from a pet. A support animal typically provides a service or benefit to its owner. To qualify as a support animal the animal must be: 1) individually trained, and (2) work for the benefit of a disabled individual. There is no requirement that the animal be certified as a support animal. The training may have even

been done by the disabled in-dividual.When in doubt, the Board of Directors should discuss all requests for accommodations its attorney. This discussion should happen before the asso-ciation refuses any request for an accommodation.

PETSWith respect to pets (as op-posed to service animals), the restrictions set forth in the Declaration are enforceable through its enforcement policy just as any other

violation. Additionally, most municipalities have laws and zoning restrictions concerning such things as the number and types of permitted animal, barking or biting dogs, and the sale of animals. The municipality may be able to assist an association when the association’s documents have weak or absent pet provi-sions in its documents. Even in cases where the association has a strong pet policy in place, action by the municipality is often quicker and more effective than enforce-ment by an association.

Associations should work with its com-munity manager and attorney to de-velop and implement effective policies for the management of pets in the community as well as the administra-tion of requests for accom-modation from disabled individuals. Having poli-cies in place help provide guidance to the mem-bership and help associ-ations to avoid discrimi-nation complaints.

by phil brown, brown | olcott, pllc

a case study :

Phil Brown is the managing partner of Brown | Olcott, PLLC (PB&J). Formerly the Brown Law group, PB&J represents communities and condominiums through the State of Arizona. Along with his partner, Jonathan Olcott, PB&J pioneered contingent fee assessment collections in Ari-zona. Phil is on the Board of Directors of Southern Arizona CAI, earned a JD/MBA from the University of Arizona.

pets and support animalsCommunity Association Restrictions

communityconnectionpage 6 | www.soazcai.org

Wednesday, 15th

Educational Luncheon

Joint/NARPM

Rental Solutions & Enforcement

11:30 AM – 1 PM

Wednesday, 12thEducational Luncheon

A Case Law & Legislative UpdateCarolyn Goldschmidt, Esq.

Viscount Suites11:30 AM – 1 PM

Wednesday, 12thEducational LuncheonAnimals: Pets, Handy Dogs, and

Desert AnimalsPhil Brown, Esq., TBDViscount Suites - 11:30 AM – 1 PM

Friday, May 2ndSocial Event

Business Card BingoDetails coming soon

on our website

Wednesday, 14th

Educational Luncheon

Safety & Security

Speaker TBD

Viscount Suites

11:30 AM – 1 PM

NOEVENT

NOEVENT

Wednesday, 9thEducational LuncheonPost AZ Legislation UpdateScott Carpenter, Esq.Viscount Suites11:30 AM – 1 PM

Wednesday, 13thEducational Luncheon

Budget TrainingSpeaker TBD

Viscount Suites11:30 AM – 1 PM

Wednesday, 10thStrategic Planning 2015Location TBDTime TBD

Wednesday, 12thAnnual MeetingPEACE AwardsViscount Suites11:30 AM – 1 PM

Date TBDSOAZCAI EXPOTradeshow/Legal Forum)Several SpeakersLocation TBDAll Day Event

communityconnectionpage 7 | www.soazcai.org

2014 Board of Directors and Committees

BOARD OF DIRECTORS

COMMITTEES

MikeShupe

DarylLarson

Philip Brown

Kathy Thygersen

President PresidentElect

Secretary Treasurer

JasonSmith

JenaCarpenter

Faith E.Barry

Programs and

Events

Michael Shupe Co-Chair

Kathy Thygersen Co-Chair

• Antoinette Alvarez • Phil Brown• Jena Carpenter• Craig Pratt• Pierre Renault• Pam Valentine

Sponsorshipand

Membership

Jason Smith Chair

Communications and

Newsletter

LegislativeAction

Committee

Daryl LarsonChair

• Kim DiStefano, PCAM

• Robin Coulter

Southern Arizona Delegates

• Jena Carpenter• Carolyn Goldschmidt• Richard Kronberg

We are always looking for volunteers to serve on the Chapter committees. If you are interested in getting involved, please contact Hanan Bedri, CED

at 520-870-7759 for more information

Director at Large

Director at Large

Director at Large

The Chapter is an affiliate

of Community Associations

Institute, Inc., a national

organization devoted to

serving the interests of

community associations

and the professionals who

support them.

Southern Arizona Chapter

promotes education and

community excellence

among all types of home-

owner associations in

Pima, Santa Cruz and Co-

chise counties, as well as

designation and certifica-

tion of community man-

agement professionals.

CommunityConnection designed by

www.AffinityForDesign.com

page 8 | www.soazcai.orgcommunityconnection

Attention Chapter Members and current and former sponsors! We at the Southern Arizona Chapter are tremen-dously grateful for all of your support, in all the varied ways you provide that support.

Upon reflecting back at 2013 and preparing for 2014, we are enthusiastic for our Chapter but continuing to look to expand our reach and our programming. We cannot accom-plish our goals without the financial support of our sponsors. If you have not already signed up as a sponsor, our spon-sorship offerings are a little different this year. The sponsor-ship packages provide you with exclusive access to advertis-ing and lunch sponsorship. Businesses that are not sponsors will not have access to advertise in our newsletters or have their logo and web link on our website. The same applies to lunch sponsorships. In addition to this exclusivity factor, higher level sponsors get discounts on the trade show and legal forum.

This year we have also expanded the number of sponsorship levels from 3 to 5, including lowering the entry level price point. One final note: our sponsorships are now on a cal-endar year basis. Sign up now to maximize your sponsorship dollars!

Please review the sponsorship flyer you received in the mail, or email me at jason.smith@carpenterhazlewood.com to receive a copy of it by email.

For those who are already sponsors, we kindly ask that you take a moment to share your experience as a sponsor with your business associates and friends in the industry (or those that might be interested in joining the industry!) and en-courage them to step up. Sponsorship provides exceptional exposure to the Chapter’s members.

Please take a few moments to review the 2014 sponsor-ship program and spread the word!

sign up now to maximize your sponsorship dollars!

by Jason Smith , Carpenter Hazlewood Delgado & Bolen

current and former sponsors

attention chapter members and current and former

sponsors!

SP

ON

SO

RS

HIP

Jason Smith

communityconnectionpage 9 | www.soazcai.org

Jena Carpenter CAAM, CMCA, AMS

M E S S A G EOUTGOING PRESIDENT

Looking back on my term as President for the Southern Arizona Chapter of CAI, I am filled with many emotions. I am fortunate to have had the opportunity to serve CAI and the Southern Arizona Chapter as its President. It was a great challenge and experience that I would not have traded. I have learned so much and would do it again without hesita-tion. The members on your local Chapter’s Board are some of the most talented people I have met. I found we all share a passion for what we do and the future we see for our membership. I am again honored with an-other 3-year term on the Board of Directors and will continue to serve the chapter in any capacity I am able. Our 2014 Board of Directors is amazing. Again a talented group of professionals who I look forward to working with. Chapter President, Mike Shupe, President-Elect, Da-ryl Larson, Secretary, Phil Brown, Treasurer, Kathy Thygersen, and Directors Jason Smith and Faith Berry.I would like to thank the many volunteers who have contributed their spare time and ef-forts to show support for our industry. Our chapter runs on volunteers and without them we would not be able to provide our member-ship with the program and events it has. As a member of the local chapter, you should be-come aware of the committees that serve the Board. Program and Events, Membership/Sponsorship, Legislative Action Committee and the Communications Committee. These committee members supply countless, selfless hours serving our membership. If I had the space available, I would acknowledge each in-dividual. The volunteers that I work with at CAI are amazing people who bring creativity, and ingenuity to our Chapter. I hope that as you find yourself looking for a way to serve your own community or business, you find yourself in a position on a committee or the Board for Southern Arizona.We have overcome some unfortunate chal-lenges in the past couple of years and are

coming out on the other side, smarter and stronger. Our Chapter does not end here in Arizona our National resources stems from a huge membership base that has been around for many years. Knowing there are thousands of Community Association Volunteer Lead-ers (CAVL), Community Managers, Man-agement Companies and Business Partners nationwide all striving to provide strong com-munities is a benefit that is easily accessible when sought out.In today’s industry, I find my own passion comes from providing information to all our members, including those who do not need nor do they desire professional management. CAI is the only trade association providing the educational advantages to CAVLs. There are hundreds of community and condomini-um associations in Southern Arizona that are self-managed. In order to service their com-munities, the leaders of those communities need to have a place to go to become better educated and have professional ties to our industry. We invite CAVLS to explore the benefits the chapter offers, and continue to focus our efforts on inviting them in and cre-ating a solid base for their own community association or condominium. CAVLS are the lifeblood of our industry.Many thanks to our Business Partners and sponsors. Without the local vendors, we are unable to financially support our ongoing efforts to promote education. The Business Partners are providing quality services to our members. Promote these businesses and make sure that you thank them for their service to the industry and our Chapter. They should always be recognized for the work they put into our industry and making it stronger.

Thank you again for the opportunity to serve and to continue to serve. I look for-ward to the next three years and look for-ward to the Chapter’s growth and success.

Thank you to Tom Collier who served as our Chapter Executive Director. Tom re-signed as CED at the end of 2013 and I think I speak for the whole Board when I say we learned a great deal from Tom while he was with us. Good Luck and best to you in the future. I also thank Christine Johnson who, after many years of service to the Chapter has decided to retire, I wish her all the best in her years to come.

page 10 | www.soazcai.orgcommunityconnection

Dear CAI – SAC:

Thank you for your warm welcome! I am honored to be part of the CAI – Southern Arizona Chapter and I look forward to working with you all.

Sincerely, Hanan Bedri

by hanan bedri

a case study : dear cai - sac

CAI Director

over 15 years of association management

ABOUT CAI – SAC NEW DIRECTOR

Hanan Bedri has over 15 years of association management as well as training and professional development experience. Her areas of expertise include: training design/management, needs as-sessment, project management, instructional design, strategic planning, volunteer/committee management, governance, and institution of core competency/professional development models.

Ms. Bedri has worked in Education and Human Resources Development (HRD) in various non-profit organizations. Hanan has been an Inde-pendent Consultant since 2007.

Her educational credentials include an M.A. in Education & Human Development from George Washington University, Washington, DC; done coursework on Organization Development at

the American University, Washington, DC; M.S. in Community Economics Development from Southern New Hampshire University, Man-chester, NH; B.S. in Com-munity Health Management from Ahfad University for Women, Om-durman, Sudan. She is currently taking online courses part of the Non-Profit Management Master’s program at the University of Central Florida.

Ms. Bedri’s great grandfather started women’s ed-ucation in Sudan. The Bedri family has nurtured private education in Sudan for over three genera-tions. The Bedri family established and operates Ahfad University for Women.

E X E C U T I V E D I R E C T O R

HANAN BEDRI

DIRECTOR@SOAZCAI.ORG

(520) 870-7759

PO BOX 66082

TUCSON, AZ 85728

communityconnectionpage 11 | www.soazcai.org

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• Mr. David Faulkrod HaCienda del oro assoCiation

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communityconnectionpage 12 | www.soazcai.org

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