Certified Community Association Manager® Program
What is CCAM® Certification?
The CCAM® (Certified Community Association Manager) program was developed to establish and ensure standards of practice and professionalism in managing California community associations. The process
entails meeting specific requirements and qualifications, including successful completion of the CACMSM Core Law and Ethics Courses, as well as a six month minimum experience requirement. Individuals participating in the program enjoy
continued personal and professional growth in the industry.
Application Process
All NEW applicants who apply for Certification on or after January 1, 2003, must meet the revised program requirements. These program parameters satisfy the statutory requirements of Business & Professions Code 11500, et. seq. which took effect July 1, 2003.
- Applicant membership in CACM is optional but does afford reduced certification and education course fees and additional benefits for an applicant. If the applicant is a CACM member, they must be a member in good standing.
- An applicant, who performs either full service management and/or financial management functions and meets all other program requirements, is eligible to apply for certification.
- All applicants (whether full service management or financial management) must meet the following educational requirements for the CCAM certification program. An applicant must successfully complete these courses, within three (3) years of application to the program.
- The Basics of Association Management BAM
(14 hours general management).
- California Law for Community Associations
(16 hours California law).
- Ethics for California Community Managers (4 hours).
- Complete and sign the application verifying that the basic information, education, employment, and narrative is accurate and that the applicant agrees to subscribe to the CACM Professional Code of Ethics and Standards of Practice.
- Obtain signature of applicant’s employer or supervisor verifying information reported on the application is correct. Current employment will also be verified by CACM.
- Submit the application processing fee and the annual maintenance fee with the application.
- Provide three letters of recommendation. These letters must be from the following professionals:
1) Association client board member, committee member or Chairperson. 2) A CCAM® or PCAM in good standing.
3) A Professional Affiliate (i.e.: attorney, insurance agent or other vendor type with which the applicant conducts regular business).
Follow the instructions on the Form letter included in the application packet. To insure confidentiality, the letters must be mailed directly to CACM in a sealed envelope with the person’s signature over the seal.
- If applicant is a member of CACM, the member must be in good standing. Good standing means the applicant must be current with any CACM accounts receivable and not have any pending Form 1-A or Ethics sanctions filed against them.
- Application and Recommendation Letters expire six (6) months from date of completion.
CACM will acknowledge receipt of application form, by mail. Individuals submitting application forms which are incomplete, do not meet requirements and/or qualifications, lack letters of recommendation or fees will
be notified by mail.
Once all required components have been received, the application will be reviewed. Following review, all applicants will be notified by mail of status or award of Certification.
Newly certified individuals will be issued a certification number, a CCAM® welcome packet, a copy of the Code of Professional Ethics and Standards of Practice, the CCAM® certificate and CCAM®
pin. Certification expires three years from issue date.
Applicants and Certified Community Association Managers must abide by all program and member parameters in order to maintain active enrollment.
CCAM® Certification Requirements and Qualifications
To become a CCAM, an applicant must:
- Pay the current CCAM applicant
certification processing and current CCAM maintenance fee.
- Be a high school graduate or its
equivalent, and be at least 18 years of age.
- Be employed for the past 6 months as a
community association manager, as evidenced by the experience credit
form on the application.
- All applicants (whether full service
management or financial management) must successfully complete the
following educational requirements for the CCAM certification
program. within three (3) years of application to the program.
- The Basics of Association
Management (BAM),
- California Law for Community
Associations,
- Ethics for California Community
Managers.
Certification Qualifications for Full
Service Management
If the applicant practices Full Service
Management, the applicant must perform minimum of 7 of the 10
functions used to define community association manager duties. The ten
(10) full service management functions include:
- Budget preparation
- Contract negotiation and
administration
- Providing a Board of Directors
guidance on the administration of governing documents and laws
related to the activities and affairs of community associations
- Supervision of association employees
and staff members
- Management of association
maintenance programs
- Management/administration of
association Rules and Regulations and Architectural Standards
- Management/supervision of
association recreational programs
- Primary responsibility for
homeowner/resident/tenant communications and liaison
- Risk management of association
properties, activities and business affairs
- Responsible for the implementation
of association Board of Director’s policies.
Certification Qualifications for
Financial Management
If the applicant practices Financial
Management only, the applicant must perform a minimum of 10 of the 12
functions used to define community association financial management
duties. The twelve (12) financial management functions include:
- Management/administration of
association daily financial affairs
- Provide guidance and assistance to
the Board of Directors regarding the interpretation of governing
documents and affairs of the community association
- Duties include owner/resident/tenant
communications and liaison regarding the financial activities of
the association
- Identify and report financial
anomalies to the association
- Oversee the billing and collection
of assessments and the application of the delinquency control
policy of the association
- Respond to escrow demand statements,
requests for disclosures, and 3rd party requests for access to
association documents
- Coordinate with financial
institutions regarding association funds, updating bank signature
cards, investment of reserve funds and related activities
- Cause to be prepared interim
financial statements and accompanying documents that comply with
Civil Code Section 1365.5
- Coordinate with CPA to cause to be
prepared annual financial statements in compliance with Civil Code
Section 1365
- Filing of various federal and state
documents mandated by law included but not limited to 1099 forms,
payroll taxes, EDD requirements, federal and state tax returns,
estimated tax payments
- Maintain vendor and supplier
histories including invoices, payments, tax ID numbers, and other
information required to properly report expenses and payments
- Maintain corporate financial records
either electronically or as original documents as directed by the
Board of Directors
The following information packages
contain additional information and requirements on the certification
process:
CCAM® Re-Certification
A CCAM® must be
re-certified every three years, starting with the third annual billing
year after initial certification. There is no fee for
re-certification, however to qualify for re-certification, a CCAM®
must file a re-certification application and maintain
certification.
In order to maintain certification, a
CCAM or applicant must be current with all membership (if applicable)
and certification maintenance fees, all event, registration fees,
continuing education, and any other applicable fees.
As a matter or course, CACM always
notifies all managers who are due for re-certification of their renewal
date. We also inform the manager of the completed credits and what
additional credits are needed, if any.
The following information packages
contain additional information and requirements on the recertification
process:
CCAM® Termination and Reinstatement
CCAM® applicants or program participants may be terminated from the program for nonpayment of fees or violations of the CACM Code of Professional Ethics and Standards of Practice. Termination of CACM
membership automatically terminates participation in the CCAM® program.
Please contact the office of CACM for further information regarding reinstatement of membership or CCAM® status. |