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Coachella Valley Community Associations Institute Magazine

For a Rewarding CAREER in

Community Association Management EDUCATION FOR MANAGERS 8 Thinking About Community Association Management as a Career? 11 Professional Manager Briefcase 28 Credentials for Managers 34 Business Partners Should Consider Getting CAI Designations & Distinctions 36 Education for Managers 37 CAI Courses for Managers

CAI-CV's Professional Manager Committee is delivering this brochure (continued, page 8) to career centers throughout the Coachella Valley, promoting Community Association Management as a career. Career seekers are invited to the CAI-CV office on Tuesday, September 25th, 5:30 p.m. to meet CAI member management companies. Pass it on!


Quorum August, 2018

GURALNICK GILLILAND & KNIGHTEN _________________________________________________________________________________________________

• Corporate Counsel •

• Legal Opinions

• Assessment Lien and Foreclosure

• • Fees Paid by Delinquent Homeowner • Detailed Monthly Status Reports

40004 Cook St. Suite 3 Palm Desert, Ca www.gghoalaw.com Phone: (760) 340-1515 Fax: (760) 568-3053 For a Copy of our Legal Update Contact Melissap@gghoalaw.com

CA LIC. #907600 AZ LIC. #286198


APRIL 2018


Coachella Valley Co mm

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•Arbor Service


•Landscape Design

EV TORY8. In HAS A S URSin!diPaanlmCrDeeesekrtVillas YO TELL US

•Landscape & Hardscape Installation •Water Conservation Specialist


Reasonable Accom


12 Beyond Board 101: Five Topics Board Mem HOA bers Sho uld Know 14 Reasona ble Acco mmodation Modifica s and tions Und er Fair Hou 16 Caught sing Law In Between (New HUD 26 American Regs) s with Disa bilities Act in Reconstr (ADA) uction

Around The In Eighteen World Holes

•Growers of Exotic Palms & Desert Accents



2018 CAI-CV

Annual Spr

ing Golf Tou Golf, Continen rnament tal Breakfas Live Auction, t, Grand Prize Lunch, Door Prizes, Giveaway For All CAICV Members – First-tim e Golfers Welc ome



•Landscape Management

(760) 341-0559


We value and respect your landscaping investment and are dedicated to you and your satisfaction.

Phone: 760- 343-0162 • Fax: 760-343-4804 P.O. BOX 265 Thousand Palms CA 92276 Email: office@proland-inc.com
















SUSAN BROWNE ROSENBERG, CHAIR Desert Cities Indoor Air, LLC DEA FRANCK, ESQ., BOARD LIAISON Epsten Grinnell & Howell, APC RODNEY BISSELL Bissell Design Studios, Inc. KIMBERLY BURNETT U.S. Security Associates SIERRA CARR, CMCA Trilogy La Quinta PHYLLIS HARKINS,CMCA, AMS, CCAM-LS, CAMEX Portola Country Club HOA



JENNIFER JAMES, ESQ. Green Bryant & French, LLP BRUCE LATTA, CMCA Parc La Quinta




JAY POWELL Ben’s Asphalt JIM SCHMID The Lakes Country Club DAVID SCHUKNECHT, AMS, CMCA Personalized Property Management STEVEN SHUEY, PCAM Personalized Property Management CREATIVE DIRECTOR & GRAPHIC DESIGNER



FEATURES 8 Thinking About Community Association Management as a Career?

By CAI National APCM Board

18 Housing Views

By Fred Bell

28 Credentials for Managers

By CAI National

34 Business Partners Should Consider Getting CAI Designations & Distinctions

By Rick Cech, CMCA, EBP

36 Education for Managers


RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749


By the CAI-CV Professional Managers Committee, Rhonda Drews, PCAM, Lisa Glogow, CMCA, AMS and Cardinal Ambrose, PCAM

11 Professional Manager Briefcase



Adapted from CAI's website: www.caionline.org

Quorum August, 2018


The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee.

Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press. Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, (760) 345-0559.


ASPHALT AMS PAVING...................................................... 2 ASPHALT MD'S................................................ 39 NPG ASPHALT.................................................. 35

ATTORNEYS BEAUMONT TASHJIAN..................................... 10 FIORE RACOBS & POWERS, A PLC.................. 39 GREEN BRYANT & FRENCH, LLP...................... 45 GURALNICK GILLILAND & KNIGHTEN................ 3 LAW OFFICE OF PEGGY REDMON.................... 23

BANKING POPULAR ASSOCIATION BANKING.................. 27 MUTUAL OF OMAHA BANK.............................. 45

DESIGN BISSELL DESIGN STUDIOS, INC....................... 32



AUTOMATION PRIDE........................................ 47




AMS CONNECT................................................ 10

6 President’s Message 16 Security

CHAPTER NEWS 7 CAI-CV New & Renewing Members 27 CAI-CV Election of Directors 45 CAI-CV Educated Business Partners


20 CLAC Update

Silence Can Be Devastating By Steven Shuey, PCAM

21 Association Law

22 State Representatives – Coachella Valley 23 Time Honored

33 CAI National M-203 (upcoming) 33 CAI National M-204

26 Platinum Spotlight

July 12 &13, 2018

48 Upcoming Chapter Events

Brendan Concannon By Sierra Carr, CMCA

Pacific Western Bank

44 Welcome Aboard


HOA Homefront: Potentially Disastrous HOA Bill Close to Passage in Sacramento By Kelly G. Richardson, Esq., CCAL

July 19, 2018

CONSERVE LANDCARE.................................... 23 PRO LANDSCAPING INC..................................... 3 SUNSHINE LANDSCAPE................................... 47 URBAN HABITAT.............................................. 35 WATERRITE - VINTAGE ASSOCIATES, INC....... 32

Security Technology Part 3 Tracking Officers By Kimberly Burnett

24 CAI-CV's Day at the Races


Patrick J. Rooney CMCA, AMS, PCAM By Jay Powell

POWERFUL PEST MANAGEMENT...................... 3 FRAZIER PEST CONTROL, INC......................... 32

POOL REMODELING GARDNER OUTDOOR AND POOL REMODELING......................................... 46

REALTORS PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS.................................................. 27

ROOFING BRS ROOFING INC............................................. 3 ROOF ASSET MANAGEMENT........................... 32 SUNTECH CONSULTING & ROOFING, INC......... 47 WESTERN PACIFIC ROOFING........................... 23

SECURITY AMS CONNECT................................................ 44 CAI-CV.org





President’s Message Gen Wangler, ESQ., CCAL Fiore Racobs & Powers, A PLC


reat news! Our Chapter is growing! CAI-CV has grown by over 100 new members in the past six months. Most of the new members are Homeowner Leaders (board members). New members are finding CAI’s updated pricing for boards easy and attractive. For $250 per year, associations can sign up as many as 15 board members and committee volunteers. Many managers are signing up their boards to ensure they are plugged in to CAI’s trusted educational resources. This growth trend is also happening throughout the U.S. and abroad and CAI will soon reach 40,000 members. Our thanks to Matt Ober, Esq., (Richardson Ober) for teaching CAI’s M-204 course on association governance on July 12th and 13th. The class was well-attended, with 23 students in the new CAI-CV classroom. Each year, we try to offer two to three CAI courses locally. CAI-CV is also offering CAI’s M-203 course on community leadership on August 16th. Managers who complete two M-200 series courses may be eligible for CAI’s AMS designation. Managers working on their PCAM designation must take all six of CAI’s M-200 courses. Courses are available online or at one of the five Southern California chapters. The lineup of courses for the rest of 2018 can be found on page 36. Important reminder: Scholarships are available for interested managers! Please call the CAI-CV office for more information. The 2018 Day at the Races was a huge success! This year’s racing event was held on Thursday, July 19th, at the Del Mar Thoroughbred Club’s il Palio Restaurant and balcony. The venue was directly next to the press office on the sixth floor with an amazing view of the track. Cardiff’s first-class buses took CAI-CV members and guests to and from the racetrack and managers had the option of receiving three hours of continuing education. Thanks to the event instructors, Gloria Kirkwood, PCAM, Loni Peterson, PCAM, and Gary Butler, EBP. The business partner sponsors outdid themselves with the refreshments on the buses. At the track, the buffet included a carving station that served turkey and roast beef, and across the room was an assortment of chicken, salmon, salads and sides that were replenished throughout the event. Thanks to all the hard-working committee members for a job well done. Please see the photos on pages 24 and 25. On Friday, July 20th, CAI-CV offered the California Common Interest Development Law Course. Our thanks to Dea Franck, Esq., (Epsten Grinnell & Howell) and Cang Le, Esq., (Adams Stirling) for teaching this in-depth legal review required for managers who want to be certified under California law. CAI-CV will offer this course again on Wednesday, October 24th. On Friday, August 3rd, we have a Manager on the Run (MOTR) program for managers. The topic is "Learning How to Communicate Effectively in a Multigenerational World," and the instructors will be Dea Franck, Esq. and Tiffany Christian (Epsten Grinnell & Howell). Our next Educational Lunch Program and Mini Trade Show is scheduled for Friday, September 21st at Palm Valley Country Club. The CAI-CV office will be busy in August preparing for fall events and working with other Southern California chapters to determine event dates for 2019. The office is also working on the Chapter’s budget, tax returns, the 2019 Advertising and Sponsorship Plan, the new APP (to be introduced very soon!) and getting organized for the 2019 CAI-CV Directory. If you haven't already, stop by the new office this summer and check out the classroom and our new printing capabilities. In addition to printing Quorum, CAI-CV is now offering members discounted printing services. A partial list of printing services is listed on page 46. The average savings is 40 to 50 percent. Call the office for more information. The first half of 2018 has been productive, exciting and action-packed. We've opened the new office, introduced new educational opportunities, and enjoyed successful fund-raising events. I am looking forward the rest of 2018!

Gen Wangler, Esq. Gen Wangler, ESQ., CCAL

Fiore Racobs and Powers, A PLC


Quorum August, 2018





SOUTHWEST LANDSCAPE & MAINTENANCE, LLC Jason Jackson (760) 996-1285 Jason@swlandscape.net




BRS ROOFING, INC. Tony Brasil (909) 884-8505 tony@brsroofing.com CAI-CV



PWLC II, INC. Paul Rasmussen (760) 323-9341 paul-pwlc@hotmail.com SECURITAS SECURITY SERVICES USA Matthew Hills (760) 779-0728 matthew.hills@securitasinc.com

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management DEA FRANCK, ESQ. DIRECTOR Epsten, Grinnell & Howell, APC



GERARD GONZALES DIRECTOR Albert Management, Inc. MATT LAWTON, CIC, CIRMS DIRECTOR Prendiville Insurance Agency

FLANDERS PAINTING Gary Flanders (760) 341-4345 gary@flanderspainting.com




CAI Coachella Valley Office 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org CAL LOCKETT Executive Director clockett@cai-cv.org

The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services. The Coachella Valley Chapter has not verified and/or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.

NEW MULTI-CHAPTER BUSINESS PARTNER TLG PAVING COMPANY Tom Gilchriese (714) 541-7200 Ext. 101 tom@tlgpaving.com

RENEWING MULTI-CHAPTER BUSINESS PARTNERS AMS PAVING, INC. Liz Williams (800) 357-0711 liz@amspaving.com DIVERSIFIED WATERSCAPES, INC. Maria Angel (949) 582-5414 maria@dwiwater.com PATIOSHOPPERS COMMERCIAL OUTDOOR FURNISHINGS Todd Chism (951) 500-1803 todd@PatioShoppers.com SHERWIN-WILLIAMS COMPANY Vera Cortez (760) 809-9691 swrepq102@sherwin.com


NEW MANAGER MEMBERSHIPS DESERT PRINCESS HOA AND COUNTRY CLUB John Beachnau (760) 501-1673 0jbeachnau@desertprincesscc.com MONTEREY COUNTRY CLUB ASSOCIATION Wally Glass (818) 519-1411 wgator2000@yahoo.com

SUN CITY SUMMERLIN COMMUNITY ASSOCIATION Mitzi Mills (702) 966-1409 Mitzim@suncitylv.com THE MANAGEMENT TRUST, DESERT DIVISION Grace Paluck (760) 776-5100 Ext. 6324 grace.paluck@managementtrust.com

THE MANAGEMENT TRUST, DESERT DIVISION Susanne Graeff (760) 322-1907 Ext. 104 suegraeff@hotmail.com

VINTAGE GROUP Rosanna Cardenas (760) 859-5067 rosanna@vintagegroupre.com


ESPLANADE Michael Etheridge Richard Huettner Robert Livon Bradley McGee Karen Webster

Alice Jo McKinsey (214) 535-6417 jo.mckinsey@gmail.com Mary Walker (760) 469-7026 mewmgmt@aol.com


GENERATIONS – INDIO Lisa Corton ASSOCIA DESERT RESORT MANAGEMENT Susan Irvings Catherine Baker Sean La Rue (760) 346-1161 Roberto Montes cbaker@drminternet.com Christopher Thomas Carol Calhoun (760) 346-1161 Ext. 103 ccalhoun@drminternet.com Rosie Galla (760) 346-1161 rgalla@drminternet.com Candra Rodriguez (760) 346-1161 crodriguez@drminternet.com Joanne Rose (760) 347-0073 jrose@drminternet.com AVAIL PROPERTY MANAGEMENT Nancy Holt (760) 771-9546 nancy@availhoa.com Debbie Lessard (760) 771-9546 deb@availhoa.com Michell Santiago (760) 771-9546 michell@availhoa.com FIRSTSERVICE RESIDENTIAL Bonnie Sanchez (760) 834-2490 bonnie.sanchez@fsresidential.com HERITAGE PALMS HOA/CC Dennis Elam (760) 772-5755 delam@heritagepalms.org PGA WEST RESIDENTIAL ASSOCIATION Kelly McGalliard (760) 771-1234 Ext. 15 kellym@pgawest.org

SUN CITY PALM DESERT COMMUNITY ASSOCIATION Steven Campbell ACTION PROPERTY MANAGEMENT, INC. (760) 200-2224 Marianne Simek steve.campbell@scpdca.com (949) 450-0202 msimek@actionlife.com



LA CANTERA HOMEOWNERS ASSOCIATION John Carney Timothy Coffey Robert Erickson Donald Frier Garith Helm SANDHURST COVE HOMEOWNERS ASSOCIATION Jarado Blue Leroy Kaiser Carol Pfannkuche Lydia Pfannkuche Kevin Worland

RENEWING VOLUNTEER LEADERS COURTYARDS AT DESERT FALLS Kathy Coplen Katie Guinaw Greg Vaka DESERT FALLS MASTER ASSOCIATION Bonnie Shanahan DESERT HORIZONS OWNERS ASSOCIATION Lee Clancey Dick Frankel Kathy Simmons Lee Simpson FOXSTONE HOMEOWNERS ASSOCIATION Gloria Caruso Matthew Gutting Lester Novak Scott Styve Dillon Walker MISSION LAKES COUNTRY CLUB Eddie Baxter Lisa Meyer Dan Spence Brian Wright PALAZZO SHADOW HILLS HOA Jay Kanner Arthur Kimball Rudy Ramirez Roy Schaefer Kimberly Thome





Thinking About Community Management as a Career?

The CAI-CV Professional Managers Committee is reaching out to Coachella Valley career offices at local colleges and universities and high schools to promote community management as a career. Here is a sample from the brochure that we hope will encourage career seekers. If you are interested in helping with this effort, you can join the Professional Managers Committee. Call the CAI-CV office for more details.

Community Management as a Career DYNAMIC - REWARDING - GROWTH OPPORTUNITY

If you know someone interested in learning about community association management, sign them up for our workshop and open house on Tuesday, September 25, 2018 at 5:30 p.m., at the Community Associations Institute – Coachella Valley Chapter (CAI-CV) office, located at 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 90211. RSVP online at www.cai-cv. org or call 760-341-0559, or send us an email at admin@CAI-CV.ORG.


Quorum August, 2018

Join one of the most dynamic workforces in the world! The fastest growing form of housing today is common interest developments or CIDs. You know them as HOAs because most CIDs are managed as homeowners’ associations. CIDs are formed any time homeowners share real property or assets in common like roads, pools, parks, tennis courts, golf courses and country clubs. Twentyfive percent of the U.S. population already live in CIDs and that number is expected to double in the next ten years. In California, there are currently 50,000 CIDs with property values exceeding $700 billion. The percent of Coachella Valley residents who reside in CIDs far exceeds the national average. Palm Desert alone estimates 80 percent of its residents live in a CID. As the number of CIDs grow, so does the job market for individuals who have the skills needed by these mini municipalities. About two-thirds of CIDs are already professionally managed and many more communities will need professional management within the next few years. According to the U.S. Bureau of Labor Statistics, the Inland Empire/Desert Region will see more than 300 association management openings this year and will add about 100 new manager jobs annually. If you are looking for a new career, this is a dynamic and rewarding field to consider. Several states require licensing or minimum levels of education for

association managers. However, mandatory education and licensing is not yet required in California. California does have a voluntary title called the “Certified Common Interest Development Manager” (CCIDM) established by Business and Professions Code Section 11502, which requires 30 hours of education in specified topics. Although the title is optional, the Code requires association managers to annually disclose to the CID if the manager is or is not a CCIDM. Association management is a distinct field because of the unique environment of CIDs. Two common traits of CIDs are that homeowners are automatically members of the CID when they purchase their property, and they are required to pay assessments to maintain and replace common area assets. Homeowners also govern their own CID with a voluntary board of directors and committees made up of homeowner volunteers. Association managers assist the board of directors and committees with managing the day-to-day operations and logistics of the CID. Association managers within the CID environment are responsible for many of the same tasks that are found in the municipal organizational context. These include financial and risk management, meeting management, and maintenance and project management. Association managers may also be responsible for managing staff, landscaping, sports facilities, resident activities, food and beverage, and clubhouse and

Copies of this brochure are available at the CAI-CV office; call 760-341-0559 or stop by.

COVER BROCHURE FEATURE meeting areas. Association managers must be familiar with laws and regulations that pertain to CIDs, including those at the local, state and federal levels. The regulatory oversight of CIDs has increased dramatically in recent years and is expected to become more complex for both volunteer board members and paid association managers. For these reasons, continuing education is critically important for successful governance of CIDs. Professional association managers combine education and experience to enhance their careers and capabilities. To become an association manager, you can find education and earn professional designations through the Community Associations Institute (CAI), an international organization that operates throughout the United States and in five countries. CAI’s Professional Management Development Program (PMDP) is recognized internationally and meets the legal requirements established in California and other states that define the association management profession. CAI’s credentialing program can also help association managers increase their earning potential and further their career goals. CAI offers four levels of courses designed to give new association managers a knowledge base, and experienced association managers a deeper understanding of all aspects of CID

management. Courses focus on such topics as insurance, finance, leadership, governance and communications.

PROFESSIONAL MANAGEMENT DESIGNATIONS Level One CMCA® - Certified Manager of Community Associations® Level Two AMS® - Association Management Specialist® Level Three PCAM® - Professional Community Association Manager® Additional Specialization LSM® - Large-Scale Manager® The entry level professional designation, the CMCA, is administered by the Community Association Managers International Certification Board (CAMICB). After earning the CMCA, you will be on your way to earning additional community management credentials, such as CAI's Association Management Specialist® (AMS®) and Professional Community Association Manager® (PCAM®) designations. CAI's Communit y Association Manager Compensation and Salary Survey shows that managers who obtained CMCA certification earn, on average, 18 percent more than noncredentialed association managers.

Community Association Management Jobs





Assistant Community Manager




Portfolio Manager





Onsite Manager





High-Rise Manager





Large-Scale Manager





CEO of a Management Company






This data is from the Foundation for Community Association Research's nationwide Community Association Manager Compensation and Salary Survey. The full survey is available in the CAI Press bookstore at www.caionline.org/shop.

Copies of this brochure are available CAI-CV.org at the CAI-CV office; call 760-341-0559 or stop by.

CIDs and management companies are looking for qualified, dedicated professionals to manage their communities. Come learn about becoming an association manager. Join us for a workshop and open house on Tuesday, September 25, 2018 at 5:30 p.m., at the Community Associations Institute – Coachella Valley Chapter (CAI-CV) office, located at 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211. RSVP to 760-341-0559 or Admin@CAI-CV.ORG. More information online at CAI-CV.ORG, CAIONLINE.ORG and CAMICB.ORG.

CAI-CV thanks the Professional Managers Committee, Rhonda Drews, PCAM, Lisa Glogow, CMCA, AMS and Committee Chair, and Cardinal Ambrose, PCAM and Board Liaison, for their help developing the material for this outreach effort.






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General Legal Counsel Governing Document Amendments Legal Opinions Contracts Dispute Resolution Civil Litigation Enforcement Insurance Coverage/ Bad Faith Construction



Turning Common Interests Into Common Ground


(760) 341-0559


Quorum August, 2018

Assessment Collections

866.788.9998 HOAattorneys.com


Professional Manager Briefcase






A Message from the APCM Board Community managers are the professional backbone of the communities they serve, providing the knowledge and expertise that are crucial to the successful management and operation of associations. CAI’s APCM Board has developed the Professional Manager Briefcase to provide you with beneficial information to help you advance your career and serve your communities. If you are a new manager, there are tools and resources to help you learn more about common-interest communities and association management and begin your journey to becoming a successful professional in your company and community. If you are an experienced manager, but new to CAI, these resou rces w i l l provide you with convenient ways to stay current with trends and oppor t unit ies and increase your pr of e s s ion a l i s m . The contents of the briefcase will provide references and recommendations for you to learn, grow, advance, engage, connect and elevate your career. We recommend you bookmark the briefcase, save it to your tablet or desktop and reference it frequently as a guide

ENGAGE for ongoing professionalism. This is yet another way CAI is your one and only go-to resource. The APCM Board is a specialized member group dedicated to giving community managers added advantages on the job, in their careers and in the association marketplace. The APCM Board provides representation for all CAI manager members and provides recommendations to the CAI Board of Trustees on policies and trends affecting managers. The focus is on you, your career and your professional g row t h, whet her you’re an on-site, portfolio or large-scale community manager. We encourage you to be the best community manager you can be. CAI stands ready to help you reach new heights and elevate our profession.

Pages 11 - 15 reprinted from CAI's Professional Manager Briefcase brochure. Photos from CAI-CV archives.

LEARN “to acquire knowledge of or skill in by study, instruction, or experience” CAI is the only international organization offering community management courses to further your education and knowledge. The education catalog outlines our many educational opportunities. Manager education can be found through the Learning Center. CONTINUED


FEATURE If you are a new manager, it’s recom mended you begin your education with The Essentials of Community Association Management (M-100). The course is a comprehensive overview of community association management. Successful completion of this course is the first step in obtaining a professional certification in community association management. Throughout your educational journey, we recommended you participate in chapter programs as well as webinars. Chapter programs vary from chapter to chapter and generally focus on local issues, including state legislation and local practices. CAI offers both live and on-demand webinars, so if you are looking for an answer, the webinar library is a good place to start your search. Not only will these educational opportunities increase your knowledge, they may be eligible to meet some designation requirements. The next step in CAI’s professional development program is the 200-level series offering specialized courses including facilities management, communications, leadership, governance, risk management and financial management. There is no recommended order in which you should take the courses. Once you complete two 200level courses, you will be eligible to apply for your Association Management Specialist (AMS) credential. Completion of all six 200-level courses is necessary to apply for the Professional Community Association Manager (PCAM) designation, the most widely recognized and respected credential in the community association business.


Quorum August, 2018

GROW “to increase gradually in size, amount, etc.; become greater or larger” To continue to grow as a community manager and maintain the highest level of professionalism, you’ll need 24/7 access to information that will answer questions, help you solve problems and keep you current with community association trends and practices. CAI provides resources, including publications and website content, to give you the information, knowledge and expert perspective you need— when you need it. (CAI website log-in is required for many of the following resources.) www.caionline.org is one of the most valuable resources in your briefcase. If you have a topic of interest or are searching for an answer about community association management, you are certain to find an article, template, book, course or information. There’s no need to start from scratch, CAI has developed downloadable sample templates and forms, from bidding and contracting to community operations, i nsu ra nce a nd maintenance—and much more. Advocating for better communities is part of CAI’s mission and should be on your agenda as well. As a professional manager, it’s crucial you are familiar with the latest regulator y and legislative issues affecting your community. CAI’s Issues & Advocacy section of the website provides you with up-to-date information on federal and state legislation and regulatory issues.

CAI Press, the publishing division of CAI, is dedicated to providing the very best resources for community associations for management professionals, association board members and others. With more than 100 titles, we offer the largest collection of books on association governance, management and operations. If you are looking to go

more in-depth on a topic, we have a book for you. CAI Press has excerpts from the most popular topics, including disaster management, finance, insurance, legal resources, meetings and policies, and rules. If you are looking for information or an article on a given topic, a good place to start is the Research Library. This feature will allow you to search many CAI publications simultaneously. Community Manager, a bimonthly newsletter for managers and management company executives, includes information about what’s happening in CAI and throughout the industry, as well as resources to improve your management skills. Special sections are geared to the needs and interests of management company owners and large-scale and portfolio managers. The online newsletter archives may be searched to find a specific topic. Common Ground, CAI’s awardwinning magazine, is the ultimate resource for community association governance, management and operations.

FEATURE Each issue is packed with feature articles and columns designed to help our readers preserve, protect and enhance their neighborhoods by: • Running productive meetings • Enforcing rules in consistent and reasonable ways • Being aware of legislative and regulatory issues • Planning and budgeting for repairs and replacements • Performing preventive and ongoing maintenance • Understanding historical and contemporary trends in common interest development • Involving residents in the business of their association • And doing all the other things, great and small, that build a sense of community. Common Ground is also archived on www.caionline.org, so you can search for relevant topics. Community Association Law Reporter is a monthly e-newsletter designed to provide CAI members with the latest information about court decisions involving community associations. Cases involve such issues as developer liability, lenders’ rights and remedies, use restrictions, covenant enforcement, assessment collection and much more. The most recent issues are archived online and are searchable to easily find topics of particular interest.

ADVANCE “to improve, further” Now that you’ve taken some education courses and used many of the resources available through CAI, it’s time to get a community management professional credential. Community associations and management companies are looking for qualified, dedicated professionals to manage their communities. By obtaining a credential, you’ll gain a competitive advantage, earn more money and obtain valuable experience. Once you complete and pass the M-100 (or an alternative approved prerequisite), it is recommended you study to take the Certified Manager of Community Associations (CMCA) exam and earn your CMCA designation through the Community Association Managers International Certification Board (CAMICB). The CMCA is the only international certification program designed exclusively for those who manage homeowners associations, condominium communities and cooperatives. The CMCA recognizes individuals who have demonstrated the fundamental knowledge required to manage these communities. To facilitate your preparation, CAMICB has developed two important tools to assist you in preparing for the exam. • The CMCA Handbook • The CMCA Study Guide Once you’ve studied and passed the exam, it’s important to remember that being a CMCA is more than just education and knowledge. Being a true

professional means upholding the standards of professional conduct. The next credential you may be eligible for is the Association Management Specialist (AMS), which is offered through CAI. Once you complete two 200-level courses and have two years of community management experience, you will be eligible to apply for your Association Management Specialist (AMS) credential. Completion of all six 200-level courses is necessary to apply for CAI’s Professiona l Communit y Association M a n a g e r (PCA M) designation, the pinnacle of professionalism in the association management busi ness. In addition, you must have five years of experience in association management and complete the PCAM Case Study, which is a comprehensive examination of an actual community association. This invaluable experience combines classroom instruction and on-site inspection, providing the information and perspective you need to submit a written report. In addition to CAMICB’s standards of professional conduct, CAI provides a professional manager code of ethics, which, as an AMS and PCAM, you will be responsible for upholding. Additional information and details on obtaining and maintaining your professional credentials may be found here. Now that you are a CMCA, AMS and/ or PCAM, you want others to know— your community, your clients, your peers and potential employers. So, the next stop is the CAI Job Market, where you’ll find resources to spread the word and educate CONTINUED





FEATURE others on what it means to have a professional community ma nagement credent ia l. Resources include: • Job Market • Articles and books on career management • Directory of Credentialed Professionals • Digital brochures that can be used to find the right professional • Easy-to-use brochures you can use to promote the value and importance of the AMS, PCAM, and AAMC designations

ENGAGE “to occupy oneself; become involved” Networking and engaging with your peers is one of the most important aspects of being a professional, and that begins with being involved in one (or more) of CAI’s 60 chapters. As a member of CAI, you are automatically a member of the chapter in your geographic region. Every chapter is different and provides a variety of programs and services such as professional development programming, community association board member education, networking opportunities, educational publications and other services to meet the needs of CAI members.


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Chapters offer many volunteer opportunities, from serving on the chapter board or committees to writing articles for chapter publications and giving presentations at chapter events. In addition, hundreds of members serve on state legislative action committees. The PCAM application has an option for chapter involvement; this is a great way to meet that requirement. But don’t be surprised if you stay involved. You’re likely to enjoy it and benefit from the experience of meeting new people and working with your peers to advance the community management profession. International events are another way to engage in your profession. Attending these popular events gives you a broader perspective, allowing you the opportunity to network with community managers and other industry professionals from all over the world. (It probably won’t surprise you to learn that pets, parking and people are the same hotbutton issues for community managers in Florida, California, South Africa, Australia and Dubai!) Importantly, you’ll have opportunities to meet and learn from many product and service providers and to take advantage of education sessions that inform and enlighten even the most experienced professionals. CAI’s A nnual Conference & Exposition, held every April or May, is the largest event with the broadest appeal for managers. Education sessions focus on operations, leadership, innovative business practices and new products and technologies. For management company CEOs and senior executives, the CEO-MC Retreat, held annually in October, is a “can’t miss” event. It is specifically designed for senior executives to network and learn

from each other. For large-scale managers—defined as on-site managers who manage communities that provide municipal-type services with a minimum of 1,000 units or acres and minimum of $2 million operating budgets—CAI’s LargeSca le Ma nagers Workshop is a oneof-a-kind learning and net work ing experience. The event is held annually in September and offers tours of host communities and hands-on educational sessions. The Community Association Law Seminar, held annually in January, is a professional event to discuss emerging trends and legislative issues at an advanced level. Now that you are participating in your local chapter and have attended international events, perhaps you will consider an international leadership opportunity. We have annual elections each August to elect representatives to serve on the Board of Trustees and the APCM Board. Elected members give their constituencies a voice in crafting CAI policy and work to ensure that CAI continues to provide services and benefits that members need and value.

CONNECT “to establish communication between; put in communication” In addition to engaging and networking at chapter, national and international events, you need to be part of the conversation. Not only will you continue to learn from your peers, but you can share your experiences, expertise and knowledge with others. With more than 15,000 professional managers and management companies involved in CAI,

FEATURE you will surely find others with similar experiences or those who need your expertise. CAI is social—that is, our members connect through some of the most widely used social media platforms, including LinkedIn, Twitter and Facebook. Join our group, follow and friend us. Not only will you receive up-to-date industry information, you’ll connect with peers to continue your learning. Another valuable information exchange for managers are listservs. The communit y manager listserv is open to all community managers. Additionally, CEO-MC a nd L a r g e - S c a le Managers listser vs are available to those managers who meet the criteria. CAI listservs are moderated by volunteers. If you are interested in joining, please contact CAI’s member service center at cai-info@ caionline.org, and you will be provided with additional information.

ELEVATE “to raise to a higher state; exalt; promote” There is no better way to elevate our profession than to share the message with others. Be a mentor to a less experienced manager, either formally through a local chapter or informally with a peer. Being a mentor allows you to share your experiences with others. It helps the mentee set goals and have someone to encourage and build confidence. As a mentor, you gain personal fulfillment and often learn from your mentee as well. Word of mouth is the best form of promotion. CAI continues to grow, enabling us to continue to advocate on your behalf, build resources and services for communities and promote the value

of the community management profession. Members build membership. Every new member brings added credibility to CAI and the industry. CAI offers tools through the Recruiter Club to help you share CAI with others. Count yourself among those who support CAI, our industry and associations across the country. Each new member makes CAI a stronger and more effective advocate for you. We encourage you to share this document with community management colleagues who may benefit from the wealth of information provided on the CAI website. Some of the links require a CAI member log-in; others do not.

The Professional Manager Briefcase was developed by the 2014 APCM Board.

Vanessa Dreyer, PCAM FirstService Residential Scottsdale, AZ James H. Dodson IV CMCA, AMS, PCAM Ewa by Gentry Community Association Ewa Beach, HI Marge Imfeld, PCAM I & I Property Management, AAMC, Fresno, CA Michael Johnson, AMS, PCAM FCS Community Management, aamc, Draper, UT Jeffrey N. Kutzer, CMCA, PCAM, The Management Trust—PMA Colorado Division, Aurora, CO James P. Magid, CMCA, LSM, PCAM FirstService Residential, AAMC, Eatontown, NJ Jessica Towles, CMCA, AMS, PCAM Grand Dominion by Del Webb, Mundelein, IL

CHAIR Gregory G. Smith, CACM, AMS, PCAM M & C Association Management Services Inc. Stockton, CA

Scott Williams, CMCA, AMS, PCAM East West Resorts—Tahoe, Truckee, CA STAFF LIAISON

CHAIR-ELECT Elbert Boothby, CMCA, AMS, PCAM Boothby Realty Inc. Birmingham, AL Nicole Armstrong, CMCA, AMS, PCAM Hammersmith Management Inc., AAMC, Colorado Springs, CO

Crystal Wallace, IOM, CAE Vice President, Membership & Chapter Relations Community Associations Institute

Katie Bikshaeva, CMCA, AMS, PCAM AMI—Advanced Management llc, Denver, CO John Joseph “Joey” Carona Jr., CMCA, AMS, PCAM, Associa Inc., Dallas, TX CAI-CV.org





Security Technology Part 3 - Tracking Officers By Kimberly Burnett


ost companies are using smartphones to track locations and activities of their security officers. Today’s technology is constantly changing offering more accountability and transparency.

GLOBAL POSITIONING SYSTEM (GPS) GPS is technology that consists of a GPS receiver (often our phones) that receives signals from satellites and uses the transmitted information to calculate the user’s threedimensional position and time. The advantage of GPS is that it provides an accurate location, down to within a few meters, anywhere in the world. This is often used to track officers’ location on foot and in vehicles. There are still some challenges when it comes to relying on GPS. Most people forget that accurate positions are only possible when you are outside and have an unobstructed view of the sky. GPS does not work indoors and accuracy can decrease around tall buildings and trees.

QUICK RESPONSE (QR) CODES QR codes are matrix or two-dimensional bar codes. A smartphone camera can be used to read QR codes for tracking if you associate each QR code with a location. QR used with a mobile application helps the security guard to automate his daily work, gain confidence, and ensure security status via pressing buttons on the smartphone. These QR codes can often be customized to ask specific security breach questions. The challenges of the QR codes is officers can miss scanning them if not properly trained on the locations. Unfortunately, QR codes provide no data regarding movement, route coverage or speed in between scans.


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RADIO-FREQUENCY IDENTIFICATION (RFID) TAGS RFID tags and Near Field Communication (NFC) are being used in many industries. For homeowner associations these devices can be used for touring or gate access. For tours, RFID tags can be read by certain Android phones. These are short range devices that need the phone to be no more than 4cm (1.5 inches) from them to initiate a connection. On tour, an officer comes close to an RFID tag and a customized question appears on the phone. For examples, "Is the water main leaking water?" An affirmative answer would prompt the notification to the correct people along with a solution. RFID tags can also be used to allow gate access to the residents that have authorized RFID tags.

BLUETOOTH LOW ENERGY (BLE) BLE devices are powered beacons that can be used to find the proximity of a programmed smartphone. BLE beacons are mostly used for foot tours or vehicle patrols. This is a great tool for vehicle patrols through a community. As an officer drives past a beacon, a question or direction which is associated with the location of the beacon will be prompted by the officer. The advantage of BLE is it does not require direct contact by an officer to record and document the time the officer patrol passed the beacon. It allows for more accountability of when and where the officer is patrolling the community. Kimberly Burnett is the Palm Desert Business Development Manager for U.S. Security Associates. She can be reached at 760-837-2000 or by cell at 323-706-9469.


8 01




OBER 12, 2018






CALL FOR DETAILS 760-341-0559

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Housing Views By Fred Bell


osmic prices are forcing a rising meet current demand. hard by the foreclosure crisis, such as share of California families to The rising tide of single-family rentals the Central Valley and here in the Inland postpone buying a house. As a result, the has renewed attention on where the Empire—it’s impossible to pretend they state’s record-low homeownership rate rent payments that nearly 2 million have no influence. has been a boon to one growing segment Californians make each month are Just down Interstate 10, San of California’s housing market: the single- going. Lawmakers and first-time home- Bernardino and neighboring Rialto have family home rentals. owner advocates have been scrutiniz- seen the largest share of their housing New reports from the nonprofit ing a relatively new form of landlord: stock bought by institutional investors, California Housing Partnership provide private investment firms that snapped at roughly 10 percent. insight into just how significant the up thousands of homes during the foreIn Los Angeles County, it is estimated shortage of affordable housing in closure crisis and now rent them out. another 568,000 more affordable rental Southern California really is. homes are needed to keep Between 2005 and 2015, the up with demand. According "CALIFORNIA NOW HAS 450,000 number of owner-occupied to the report, the county’s homes in California shrunk poverty rate rises from 17.2 MORE HOMES USED AS RENTALS by nearly 64,000 units, percent to 24.9 percent when according to the Public adjusting for housing costs THAN IT DID A DECADE AGO." Policy Institute of California. and social benefits. Meanwhile, the number of In Orange County, it is renter-occupied homes increased dra- With nearly one in four California homes estimated another 92,738 more affordmatically: California now has 450,000 now purchased in all-cash, these well- able rental homes are needed to keep up more homes used as rentals than it did financed institutional investors have with demand. According to the report, a decade ago. Compare that to the 1990s, also been blamed as unfair competi- Orange County’s poverty rate nearly when the number of rented homes grew tion against families bidding on starter doubled from 11.9 percent using the by less than 120,000, while the state homes. official poverty measure to 21.3 percent added 700,000 homes owned by the Institutional investors aren’t keeping when factoring in housing costs and people who live in them. enough homes off the market statewide social benefits. According to the reports, Southern to blame them entirely for California’s In Riverside County, it is estimated California needs upward of a million astronomical housing prices. But in another 64,526 more affordable rental new affordable housing units just to certain markets—especially in areas hit homes are needed to keep up with


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FEATURE demand. According to the report, about Solving it is the hard part, for it will It’s critical that well-intended laws are no 25 percent of low-income households in require convincing NIMBYs to stop longer abused just because some people the county are “severely cost burdened,” blocking housing developments they don’t like a particular development. meaning they put 50 percent or more of just don’t like, and for zoning to become Absent greater pushes on these their income toward housing. more accommodating to development efforts, this isn’t a problem the State of In San Bernardino County, it is esti- and for California Environmental California can tax and spend its way out mated another 72,032 more affordable Quality Act (CEQA) regulations not to of. rental homes are needed to keep up be abused to simply tie up new housing Fred Bell serves as president with demand. According to "ACCORDING TO THE REPORT, of the Desert Valleys Builders the report, about 15 percent Association (DVBA) and is of low-income households in ABOUT 25 PERCENT OF LOW-INCOME a long-time resident of the the county are severely cost Coachella Valley. His firm burdened, while 49 percent of HOUSEHOLDS IN THE COUNTY ARE (Nobell Energy Solutions) very low-income households designs and distributes 'SEVERELY COST BURDENED' MEANING builds, are severely cost burdened. small utility-scale solar Considering the wide income energy facilities for industrial THEY PUT 50 PERCENT OR MORE OF disparities across California, customers. it’s also worth highlighting that THEIR INCOME TOWARD HOUSING." while median income houseDVBA is an association of holds in the four counties tend to spend developments. building industry professionals, repabout a third or slightly less on housing, With respect to the restrictions local resenting all levels of the construction for households earning half or less of governments place on developable land, industry and committed to ensuring the median incomes, they on average it will take a concerted effort to facilitate that building of all types remains spend anywhere from 66 percent (in greater liberalization, because local gov- vibrant and strong in our region. We Riverside County) to 78 percent (in ernments are particularly susceptible to are dedicated to providing excellence in community development while protectOrange County) of their incomes on NIMBY complaints. housing. And finally, CEQA reform has so far ing the natural beauty of the Coachella, Imperial and Palo Verde Valleys. That leaves little for all the other been one of those things almost everyContact the DVBA at 760-776-7001 to needs of life. This is not a sustainable one acknowledges needs to be done, but learn more about our association or visit situation. no one has been able to get very far with. us on the web at: www.TheDVBA.org.







Silence Can Be Devastating By Steven Shuey, PCAM, CAI-CV CLAC Delegate


have enjoyed serving the CAI-CV Chapter as their Delegate President Kelly Richardson, Esq., CCAL. to the California Legislative Action Committee (CLAC) for If SB 1265 passes, and as of this writing it looks as though the past two years. CLAC is based in Sacramento and is made it will, the homeowner associations in the great State of up of volunteers like me from each of the eight California CAI California will have limited power over who is nominated to chapters. We have a lobbyist who monitors legislation to help serve on the board of directors. There are also privacy risks us identify and track bills that impact our industry. Here's associated with this bill, as it allows copies of our personal how we work. All of the Delegates get together to review the information (including our signature) to become available to proposed laws and decide whether to support, oppose or seek any owner who wants it. amendments. This process is just the beginning. If we identify I know that many of you have already participated in CLAC’s onerous legislation, we implement a lobgrassroots program by calling your bying plan to inform legislators about legislators and asking them to oppose "While legislators listen to our opposition and provide the reasons SB 1265. This bill warrants a call from we are opposed. Then, we send our lobevery person involved with the CID our lobbyist, it is completely byist, Louie Brown, Esq. to the Capitol different when they hear from industry. If you haven’t made that call to present our opposition. The process yet, make it now. (Contact information constituents – people who live can’t stop there. for Coachella Valley legislators can be in his or her district. In other While legislators listen to our lobbyfound on page 22.) While many of us words, they are interested in ist, it is completely different when they have made our voices heard, the fact hear from constituents – people who that this bill is still moving toward the views of their voters." live in his or her district. In other words, passage shows that not enough of us they are interested in the views of their have spoken out. They haven’t heard us! voters. Legislators are there to represent their constituents As I leave my post as your CLAC Delegate, I hope you see and they can only do so if they get reelected every two years the importance of staying tuned-in about proposed legislation if they are in the Assembly and every four years if they are in and being actively involved when it is warranted. Make your the Senate. The American system with all its flaws is amazing voice heard. Ask your legislator to inform you about his or because we each get to vote to either keep the incumbent or her vote and remember their position at the voting booth at find someone who will listen to our views. This right to vote the next election. Democracy only works if we do. You can’t is powerful. afford to be silent. However, I want to challenge you to take your voting power If you are interested in serving on CAI-CV’s CLAC a step further. We need, as voters, to also pay attention to the Local Support Committee, contact the CAI-CV office at issues and make our voices heard when proposed legislation 760-341-0559. impacts our lives and livelihood. If we don’t, others will speak Steven Shuey, PCAM, is a CLAC Delegate representon our behalf and, sadly, they will win. Our silence could be ing CAI-CV and serves on the national faculty of devastating. CAI. He is a community association A perfect example is the onerous SB 1265 that is moving consultant with Personalized Property through the Legislature right now as if it has no opposition. Management and can be reached at IslandMgr@aol.com. The proponents say the bill is needed to ensure fair elections for community associations. Those of us in the industry know that this bill would cause nothing but problems. See the article on the next page by CAI-CV member and past CAI (national)


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Potentially Disastrous HOA Bill Close to Passage in Sacramento By Kelly G. Richardson, Esq., CCAL


he California Legislature continues to try to “fix” board to suspend member voting rights. Many HOAs use this California’s common interest developments, yet elected process in response to assessment delinquencies, reasoning it representatives still do not understand the dynamic of volun- makes no sense to allow a homeowner to vote when they are teer-run communities or what they need. Senate Bill 1265 is the not paying their share of the association’s expenses. However, latest example. Authored by Sen. Bob Wieckowski, a Democrat SB 1265, if it became law, would make that illegal, and override from the 10th District in the East Bay area, the bill seeks to code 7341. revamp the HOA election process for the second time in 13 years. Large and mid-sized HOAs have in recent years, for the most This bill would bar any HOA board candidacy eligibility part, learned to conduct elections following the huge increase requirements — with the only excepin technicalities of 2005. However, tion being candidates must be comthousands of smaller HOAs either are munity members. Many associations unaware of the law (Civil Code 510-5145) ban delinquent members, non-resident or ignore it completely. This bill would members, or members suing the HOA, guarantee bad neighbors the right to from serving as directors. Other HOAs run for the board and dramatically ban co-owners from running. Should increase the number of HOA elections this bill pass, all those sensible limitaset aside on technicalities. tions on eligibility would be illegal. Sen. Wieckowski clearly has not The bill also dramatically increases served as an HOA director, or he would the technical requirements that must never have agreed to author SB 1265. be followed during the election process The bill will discourage HOA elections and would change Civil 5145(a) to and increase election disputes rather "Most small associations struggle require courts to overturn an election than decrease them. without professional management, if they are shown to be in error. (The Small-to mid-size associations need much less legal counsel. They need current statute says a judge can overhelp regarding HOA elections. Most simpler elections, not the kind of elec- small associations struggle without turn the election.) tions presented by SB 1265." The bill also begins with a declaraprofessional management, much less tion that HOAs are quasi-governments, just like cities, func- legal counsel. They need simpler elections, not the kind of tioning like cities “in almost every way.” This is a dangerous elections presented by SB 1265. and false statement. Try to tell the 24-unit building in Whittier The bill passed the Senate and as of July 3 passed both that they are just like a city! the Assembly Housing and Community Development and HOAs are neighborhoods, which have been given via cov- Judiciary Committees on split votes and may be headed to enants — simple tools — to enable shared living. They don’t the Assembly floor next. Homeowners, board members and have courts or large staffs of full-time employees. And their managers may want to make their voices heard on this matter. job is not to enforce all applicable laws – just to make sure To review any bill and its status in Sacramento, or to look up neighbors are good neighbors and the governing documents any California statute, visit www.leginfo.legislature.ca.gov. are followed and the community preserved. Kelly G. Richardson, Esq. is a Fellow of the College of The bill also would require HOAs to store outer ballot enveCommunity Association Lawyers, past President of lopes, which are signed by the voters, for later inspection and CAI and Senior Partner of Richardson Ober PC, a copying. Members may be justifiably concerned about their California law firm known for community associasignatures being copied and distributed. tion advice. Kelly may be reached at (626) 449-5577 or by The corporation code of Section 7341 allows a nonprofit email at Kelly@Richardsonober.com. CAI-CV.org




Oct. 18–19, 2018 | Temecula, CA




A one-day event for California community managers, association board members and other homeowners from Community Associations Institute—the leader in HOA and condo education, advocacy, and professional development. For event details and registration, visit www.caionline.org/Events/CALaw or call CAI Member Services at (888) 224-4321 (M–F, 9 a.m.–6 p.m. ET).

State Representatives – Coachella Valley CALIFORNIA STATE SENATE SENATOR JEFF STONE (R) 28th District Temecula, Murrieta, Lake Elsinore, Palm Springs, Indio, Blythe District Office 45-125 Smurr Street, Suite B Indio, CA 92201 Ph. (760) 398-6442

CALIFORNIA STATE ASSEMBLY ASSEMBLYMAN EDUARDO GARCIA (D) 56th District Blythe, Brawley, Bermuda Dunes, Calexico, Calipatria, Cathedral City, Coachella, Desert Hot Springs, El Centro, Holtville, Imperial, Indio, Mecca, Oasis, North Shore, Salton Sea, Thermal, Thousand Palms District Office 48220 Jackson Street, #A3 Coachella, CA 92236 Ph. (760) 347-2360


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ASSEMBLYMAN CHAD MAYES (R) 42nd District Banning, Beaumont, Cabazon, Calimesa, Cherry Valley, Hemet, Indian Wells, La Quinta, Mentone, Palm Desert, Palm Springs, Rancho Mirage, San Jacinto District Office 41608 Indian Trail, Suite 1 Rancho Mirage, CA 92270 Ph. (760) 346-6842

Time Honored – Brendan Concannon By Sierra Carr, CMCA Brendan Concannon, an East Coast native, moved to Southern California where he graduated from San Diego State University with an English degree. He has been in the banking industry for more than fifteen years and has been employed with Mutual of Omaha Bank for the last ten years. Most of his banking career has been centered around community association banking and lending services. He joined CAI for the opportunity to network with other professionals and to learn more about the industry. He told me, “The only way to get better at something is to surround yourself with people smarter than you and there are plenty of smart people involved with CAI.” Over the course of his CAI membership, he has served on the Membership Committee. In his spare time, Brendan enjoys running, reading, playing the drums, and camping with his wife and two children - ages five and seven. He is currently reading "Run Fast" by Hal Higdon; a runner’s guide to beating your best time. Believe it or not, Brendan has been playing the drums since he was eight years old and continues to play every day! In answer to our “what if” question, he said if he wasn’t working in this industry, he would have attempted to be a rock star because music is an important part of his life. He has been listening to the Foo Fighters in preparation for an upcoming concert he and his wife will be attending at Fenway Park in Boston. He attributes his source of inspiration to his parents, as well as his sense of humor. He praises his parents for teaching him the value of hard work, fiscal responsibility, and the importance of treating others with respect and kindness. He also attributes his favorite saying, “Always give luck a chance to work for you,” to his grandfather. This was his grandfather’s way of saying that it is important to be prepared for opportunities. Thank you, Brendan, for your service with the Chapter. We are honored to have you as a part of our organization! Sierra Carr, CMCA, is a manager at Trilogy at La Quinta and works for FirstService Residential. Sierra can be reached at (760) 702-3038 or by email at scarr@mytlq.com.

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THURSDAY, July 19, 2018


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acific Western Bank has been a long-standing Multiple Chapter Member of CAI and we are thrilled to partner with the other members of the Coachella Valley chapter. Pacific Western Bank counts thousands of HOA customers and over 50 management companies in California among our clients. Because of this, we well understand your needs and the challenges facing you. Look to us for financing and deposit solutions to simplify what can be a complex process. To serve our property management and community association clients, Pacific Western Bank has several HOA divisions serving geographical areas. In the Coachella Valley, our HOA client base is supported by a dedicated department located in our Yucca Valley office. This highly trained team provides general support for the specialized needs of the HOA industry including:



• Online Dues Payment

• Major repairs

• Remote Deposit

• Common area improvements

• Zero Balance Accounts

• Interim financing

• Grouped Account Analysis (3rd Party Invoices)

• Land lease buyouts • Reserve replenishments

• Lockbox services • Mobile Banking

Additionally, our HOA loan professionals are familiar with the pre-payment process of special assessments. Our loans incorporate a method which allows for application of these pre-payments and re-amortizing the new loan balance to match the new assessment receivable income stream at no additional cost. Pacific Western Bank is a wholly-owned subsidiary of PacWest Bancorp (NASDAQ: PACW).

LEARN WHAT WE CAN DO FOR YOU. Erin Klink, HOA Client Services Officer 760.699.6764 eklink@pacificwesternbank.com Member FDIC

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Thank you to Pacific Western Bank for their generous support of CAI-CV! 26

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Talk to us about your community association needs. We can help. We offer:1 • Competitive fixed rates. • Financing for building repairs & capital improvements. • Excess FDIC insurance coverage limits, available with ICS® and CDARS®.2 • Cash management and lockbox services. Learn more: Larry Hooper, V.P. Office: 714.864.5171 Toll free: 800.233.7164 LHooper@popular.com



1. Subject to credit approval. 2. ICS® and CDARS® are registered service marks of Promontory Interfinancial Network, LLC. Copyright © 2018 Popular Bank. Member FDIC.

There are three open seats for three-year terms, from January 1, 2019 through December 31, 2021. Each year, three or four board terms are completed, making these seats available for election. Board members may serve up to two threeyear terms. This year, all three board members are eligible to run for a second term and have decided to run again. All CAI-CV members in good standing who have served recently in a leadership position on a CAI-CV Standing Committee are eligible to run. Nomination forms are available online at cai-cv.org or by calling the CAI-CV office at (760) 341-0559.

the Palm Springs ®


The Annual Election of Directors for the Coachella Valley Chapter of CAI has been scheduled for Wednesday, October 31, 2018, at 3:00 p.m., at the CAI-CV Chapter office, 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211. The election will be run by the third-party professional elections company, The Inspectors of Election, and ballots will be available online beginning October 1, 2018. Voting will continue until October 30, 2018. Each CAI-CV member will receive one vote and receive one login ID and password. Ballots will be sent to the person on record with CAI’s National office. If you are a business partner who is on the CAI-CV local database but not on the CAI National database, please contact the CAI-CV office to find out where your company’s ballot information will be sent.


IN THIS ISSUE Issues Mobilization Grant 3 What You Need to Know About Logos and Trademarks Page 5 July/Aug Calendar Page 6 You’re Even More Vital to New-Home Buyers Page 14 PSRAR Affiliate Network News Page 16






Credentials for Managers Adapted from CAI's website: www.caionline.org


ore than 90 percent of community association board members would prefer to hire a community manager who has the required education and experience to earn professional credentials. Here’s what some of them said when surveyed: “Credentialed managers steer us in the right direction, help with decision making and guide us in difficult situations.” “Novices miss things. There is no other way, without training and continuing education, that anyone—no matter how many years of experience—can keep up with a trained professional.” “The education and training provide the manager with the tools . . . to answer questions—and keep us out of trouble.” “The knowledge (our manager) possesses from experience and credentials is extensive and extremely helpful.” “The association benefits greatly from a manager who demonstrates a basic knowledge of community management by obtaining credentials and certifications.” “Credentialed managers help us remain completely within the law… Having worked once with a management company that provided us with a person who did not know the law—or even how to write minutes—verged on disastrous. Save us from these novices, please.” “Credentials separate the professional from someone who talks a good game but won’t invest the time and/or money to … give more value to communities.” “I have seen a clear difference between those who are credentialed and those who are not.”


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CMCA THE ESSENTIAL CREDENTIAL The Certified Manager of Community Associations (CMCA®) is the only international certification program designed exclusively for managers of homeowner and condominium associations and cooperatives. The CMCA recognizes individuals who have demonstrated the fundamental knowledge required to manage community associations. Association homeowners and board members as well as management companies seek qualified professionals to manage their communities. Obtaining the CMCA certification will give both you and your employer confidence that you have the specialized skills they need. For a small investment in time and money, you can earn this certification and be recognized as a committed professional: • The CMCA can be obtained with a minimal investment in time. • With just a few days in the required prerequisite course, one day for the exam, and time in between to study, you can be on your way to receiving your certification. • The CMCA can be obtained at a relatively low cost, yet it's a great investment in your future. Earning the CMCA is the first step toward building your professional image and expertise. After earning the CMCA, you will be on your way to earning additional community management credentials, such as CAI's Association Management Specialist® (AMS®) and Professional Community Association Manager®

FEATURE (PCAM®) designations. CAI's Community Association Manager Compensation and Salary Survey shows that managers who obtained CMCA certification earn, on average, 20% more than non-credentialed community association managers. Community managers interested in obtaining the CMCA certification can do so by following these three steps.

Step One: Option 1: Education Complete and pass one prerequisite course on community association management. Option 2: Experience If you have at least five years experience as a community association manager, you may receive a one-time waiver of the prerequisite course. The experience must be as a community association manager—not as an assistant manager. If you do not successfully pass the examination the first time, you will be required to take the prerequisite course prior to retaking the examination. Option 3: License or Credential Hold an active Arizona CAAM, California CCAM, Florida CAM or Nevada CAM

Step Two: Complete and submit the online application for the CMCA examination.

Step Three: Successfully pass the CMCA examination. Prepare yourself for the professional challenges you face every day and boost your career. The CMCA certification is accredited by the National Commission for Certifying Agencies (NCCA). NCCA accredits professional certification programs across the country that comply with its strict standards. The mission of NCCA is to help ensure the health, welfare and safety of the public through the accreditation of certification programs and organizations that assess professional competence. The purpose of NCCA accreditation is to provide the means to identify certification programs that serve the public's and other stakeholders' competency assurance needs. NCCA accreditation establishes the CMCA program as a strong professional credentialing program.

ADVANCED CREDENTIALS The following CAI credentials require community management work experience in addition to education. You will know that your work experience qualifies if it complies with this definition of a community manager:

A community association manager will have the knowledge, ethics, professionalism and skills with verifiable experience in financial, administrative, and facilities management in at least one community association, either commercial or residential. The community association manager must be compensated for providing professional guidance and assistance to the board of directors of any association(s) managed by that community association manager, whether the individual is acting as a full time independent contractor, or as an employee of a management firm, or as a general manager or executive director of a common interest development. Management of property other than community associations will not meet the qualifications for community association manager.

ASSOCIATION MANAGEMENT SPECIALIST (AMS) The AMS designation demonstrates a higher level of commitment to your career and the community association industry. An AMS designation is recommended for managers who want to enhance their career opportunities by increasing their knowledge and expertise.


How do you earn the AMS designation? • Two (2) years verified experience in financial, administrative, and facilities management of at least one association. • Successfully complete at least two M-200 level courses (M-201 - M-206). • Successfully passed the CMCA exam administered by CAMICB. • Complete the application. • Pay the application fee. • Member: $150 (Individual Manager Membership) • Nonmember: $385





FEATURE PCAM POINTS BECOME A PCAM MANAGER Here’s what you need: Five years of direct community association management experience, successfully pass CAI’s six M-200 level programs and successfully pass the CMCA exam administered by CAMICB. AND To measure experience, candidates must accumulate a total of 125 points in:


10 10 10 10 10 10


0 10 15 20 25 25

Professional Management Development Program Requirements M-100 10 M-201-206 10 Each CAI national conference attendance 10 Each CAI national manager webinar(s) 5 Each Volunteer as a National Trustee 25 Volunteer as a Committee Chair 25 Council/Committee member 20


10 Each 5 Each 5 Each

CHAPTER LEADERSHIP Serve as President Serve on the CAI-CV Board Serve as Committee Chair Serve as a Committee Member Manage a CAI-CV event Be a speaker at a CAI-CV program Be an outside speaker about CIDs Author a Quorum Article (10 for 500 words; 15 for 1000, 20 for 1,500)

25 20 20 15 10 10 10 10-20

CAI-CV will help you find the right programs, events and volunteerism to elevate your career! Call us at 760.341.0559 for more information.


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How do you maintain the AMS designation? • Pay annual maintenance fees (due August 1st of each year). • Member: $85 (Individual Manager Membership) • Nonmember: $310 • Re-designate every three years on August 1st and meet continuing education requirements. • Comply with the CAI Professional Manager Code of Ethics.

PROFESSIONAL COMMUNITY ASSOCIATION MANAGER (PCAM) The pinnacle of community association management. The PCAM designation is the highest professional recognition available nationwide to managers who specialize in community association management. Earn your PCAM and join the elite—the select—the best. Recommended for experienced managers who want to demonstrate advanced skills and knowledge and who wish to be recognized as one of the best and most experienced managers in the nation. No other designation in the community association management business symbolizes professionalism like the Professional Community Association Manager (PCAM). Denoting the height of knowledge and expertise for community managers worldwide, the designation signifies the highest level of individual accomplishment in the community association management profession. Employing a manager who has earned a PCAM means you have a professional who knows how to preserve the character of the community, protect property values, meet your expectations and build a true sense of community. What are the prerequisites for the PCAM designation? • Five years of direct community association management experience. • Successful completion of all six M-200 level courses (with the last PMDP course completed within the past five years). • Successfully passed the CMCA examination administered by CAMICB. How do you pursue the PCAM designation? • Complete the prerequisites. • Earn a minimum total of 125 points on the PCAM application, including: • A minimum of 55 points in Section II. • A maximum of 20 points is allowed for Professional Designations or Licenses. • A maximum of 30 points is allowed for Formal Education. • Complete the PCAM application. Obtain a copy of the PCAM application online at caionline.org/Learning Center/Credentials/PCAM. • Submit the nonrefundable application fee with the PCAM application. • Member: $195 (Individual Manager Membership) • Nonmember: $430 All applicants have one year from the date of application approval to complete the Case Study.


FEATURE How do you maintain the PCAM designation? • Pay annual maintenance fees (due August 1st of each year). • Member: $160 (Individual Manager Membership) • Nonmember: $385 • Re-designate every three years in August and meet continuing education requirements. • Comply with the CAI Professional Manager Code of Ethics.

LARGE-SCALE MANAGER (LSM) This specialist designation is designed to allow PCAM designees to specialize within their profession. CAI acknowledges the unique aspects of being a large-scale community manager and is providing an opportunity for recognition and continuing education for you to expand your career opportunities. How do you earn the LSM specialist designation? • This specialist designation is available only to experienced large-scale managers who hold an active PCAM designation.

community is listed below, all elements of which must be met:

• Submit the nonrefundable application fee with the LSM application.

• A single, contiguous community association with an on-site, full time manager

• Member: $95 (Individual Manager Membership)

• A minimum of 1,000 units or a minimum of 1,000 acres

• Nonmember: $320

• Provides municipaltype services • A minimum annual operating budget of 2 million dollars • A LSM candidate must have attended one CAI LargeScale Managers Workshop or completed the CAI's M-340 course within the past five years. • A LSM candidate must have earned a total of 135 points, and the minimum points stipulated per section, prior to submitting the application. Please see the application for a detailed listing of the points available and the section requirements.

How do you maintain the LSM specialist designation? • Pay annual maintenance fees (due August 1st of each year). • Member: $55 (Individual Manager Membership) • Nonmember: $280 • Attain of 75 points every three (3) years which must include the required activities listed on the second page of the re-designation form. Please see the re-designation form at www.caionline.org for the full details on how points are earned for various continuing education and service activities. • Comply with the CAI Professional Manager Code of Ethics.

• A LSM candidate must have a minimum ten years of community association management experience or five years of community association management experience and five years of municipal management or a comparable position of responsibility at the executive level, or hold a Master’s degree in Public/Business/Parks & Recreation Administration. • A LSM candidate must currently be a professional large-scale manager, for at least five years, responsible for the day-to-day operation of a large-scale community association. For the purpose of this program, the definition of a large-scale CAI-CV.org





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THURSDAY – FRIDAY, JULY 12-13, 2018 CAI-CV CLASSROOM 75410 Gerald Ford Drive, Suite 102, Palm Desert

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TAUGHT BY CAI-CV MEMBER Matt Ober, Esq., Richardson Ober PC

Learn how to work with leaders to achieve goals and set a positive tone for the community.

SIGN UP AT WWW.CAIONLINE.ORG This course shows you how to inspire the cooperation needed from board leaders and volunteers to achieve management goals. You’ll learn proven ways to motivate and guide community leaders and help board and committee members accomplish more at every meeting. TOPICS INCLUDE: • Strategies for building better relationships • Preparing and running efficient meetings • Motivating and guiding board members • Encouraging interest and participation in committees • Developing election procedures • Organizing community records COURSE MATERIALS In addition to a participant guide and a link with bonus readings and materials, you will receive: • CAI Guides for Association Practitioners: The Board Secretary and Meetings and Elections • The ABCs of Parliamentary Procedure COURSE LENGTH 1.5 days | 8:30 a.m. - 5:30 p.m. | 8:30 a.m. - noon A multiple-choice examination is given at the end of the class. TUITION CAI member: $459 | Nonmember: $559 SIGN UP AT CAI-CV.ORG OR, GO ONLINE TO CAIONLINE.ORG.

Call the CAI-CV office if you have questions: 760-341-0559




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Business Partners Should Consider Getting CAI Designations & Distinctions By Rick Cech, CMCA, EBP


AI business partners should consider expanding their horizons and taking CAI professional development courses to learn more about the common interest development (CID) industry. CAI courses offer business partners education about what managers and boards need and expect. The Educated Business Partner (EBP) course is an excellent overview and having the EBP distinction on your business card tells a manager or board member that you have made the effort to understand the CID industry. Boards and managers will appreciate your knowledge when it comes to discussing their projects.

and managers are required to know to fulfill their fiduciary duties. You will learn more about contracts, insurance and project management – all from a community’s perspective. When you have completed the M-100, you might as well take the next step and sit for the Certified Manager of Community Associations (CMCA) exam. I assure you that understanding the fundamentals of community management will help you serve your clients better. Seeing the CMCA designation after your name will also tell potential clients that you have gone to the trouble to learn about their responsibilities in the industry. Another one of my favorite classes is the California CID Law Course. This in-depth class about California law along with the collateral material handed out is still invaluable to me as a business partner. CAI education was not at the top of my “things to do” list when I first moved here from Orange County a little over two years ago. I quickly discovered that the desert has a different environment for conduct"Boards and managers will appreciate your knowledge ing business. As many of when it comes to discussing you know, business here their projects." in the Valley is largely based on relationships – Another course that offers value assuming you also provide good service to business partners is the Essentials and quality workmanship. This has been of Community Management (M-100). a pleasant change for me. CAI education While this is referred to as basic training was an important way for me to improve for managers, it provides business part- myself, build relationships and gain the ners with a deeper look at what boards trust of potential clients.


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Volunteering with the Chapter has also helped me realize the importance of relationship-centered business development in the Coachella Valley. A CAI business partner encouraged me to get involved in CAI-CV and I jumped right in and joined several CAI committees and became an active CAI volunteer. I quickly met community association managers, board members and other business partners. I discovered great synergy among the various committee members as we came together on our committee projects and events. We all worked together for the common purpose of giving back to the industry. The combination of building relationships as a CAI volunteer and drenching myself in CAI education has helped me be a better business partner. Learning about all the laws and regulations that managers and boards must deal with has given me a deep respect for the hard work they do to maintain their communities. I got involved with CAI-CV to build relationships and better serve my clients and, along the way, have built some incredible friendships. Getting involved as a volunteer and obtaining my EBP distinction and CMCA designation have helped me tremendously. It really works. I encourage you to give it try. Rick Cech, EBP, CMCA, started in roofing in 1979 and was President of a construction company with the C.S.L.B. classifications of: A-Engineering; B-General Building; and C-39 Roofing, for more than 35 years. He is the Business Development Manager for Roof Asset Management and can be reached at 760-813-9999.

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Education ffor Managers 7,000–8,000 Community association management companies

6,000–9,000 Large-scale associations, i.e., those meeting at least two of the following three characteristics: a single, contiguous community with a general manager; a minimum of 1,000 lots and/or homes; and a minimum annual budget of $2 million

50,000–55,000 Community association managers (includes onsite managers and those who provide part-time support to a number of communities)

95,000–100,000 Individuals employed by management companies


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Adapted from CAI’s website: www.caionline.org


ommunity managers are the professional backbone of the communities they serve, providing the skills and expertise that are essential to the successful management of associations.

PROFESSIONAL EDUCATION As a community association manager, the most important thing you can do to increase your earning potential and accelerate your career is to obtain training and credentials from CAI’s Professional Management Development Program (PMDP). Through this program, CAI provides the most comprehensive, expert education courses for community managers seeking to increase their skills, knowledge and job opportunities. CAI offers four levels of courses designed to give new managers a knowledge base and experienced managers a deeper understanding of all aspects of association management. Courses focus on such topics as insurance, finance, leadership, governance and communications. CAI courses are open to everyone. Courses are offered in both classroom and online formats. To register for online courses, see our online learning section under Learning Center at caionline.org under Community Managers/Education for Managers. If you have any questions, you may e-mail CAI’s education department at caieducation@caionline.org or call the CAI-CV office for assistance.

2018 Schedule for Remaining Live Courses in Southern California COURSE


M203 Leadership M206 Financial M203 Leadership CA CID LAW COURSE M100 Essentials M204 Governance M100 Essentials

AUG 16-17 AUG 23-24 SEP 27-28 OCT 24 NOV 1-3 NOV 15-16 DEC 6-8

Palm Desert Santa Ana Santa Ana Palm Desert Palm Desert Santa Ana Santa Ana

The 2018 Schedule is subject to change. Please call the CAI-CV office or CAI National's customer service team at (888) 224-4321 for further information.

FEATURE COURSE FEES For all online and classroom courses, individual manager members and the primary contact for management company members of CAI may take any 200-, 300-, and 400-level courses at the member price. For the M-100, any CAI member can take the course at the membership price. Registration is $459 for members and $559 for non-members. For classroom courses, CAI strongly encourages you register online for immediate confirmation. Register online four or more weeks in advance and receive a $25 discount. If you are mailing your registration, call CAI to ensure space. Once your payment is processed, you'll receive a confirmation e-mail with course details.

Included Materials

CAI COURSES FOR MANAGERS M-100: THE ESSENTIALS OF COMMUNITY ASSOCIATION MANAGEMENT Successful community management starts with the essentials! This comprehensive community association management course provides a practical overview for new managers, an essential review for veteran managers and an advanced course for board members. Successful completion of the M-100 can be the first step toward earning the CMCA credential, awarded by CAMICB.

Topics include: • Roles and responsibilities of managers, owners, committees and the board

For most courses, registration fees include a participant guide and flash drive with articles and additional resources. The M-300 course does not come with a participant guide; all course information is included online only. For students attending a classroom course, you will receive your course materials on the first day. Students are encouraged to bring a writing utensil, highlighter, and any other materials used for taking notes. For students enrolled in an online course, all of the material needed is available in the online learning. CAI will also ship a hard copy of the participant guide within two to three weeks of registration. These materials are intended to be used as reference material upon completion of the course; they are not to be used in the completion of the online program.

• Management ethics


• Recruiting, selecting and managing personnel

The M-100 course and all 200-level courses include a multiple-choice examination. Participants will receive an e-mail after the course with information on accessing course transcripts and scores online. All registrants for any of CAI's online courses are provided two opportunities to take the exam. Students must complete the second attempt within the 120-day window associated with the course. Upon successful completion of the exam, individuals will instantly have access to a certificate of completion.

Exam Retest If you score below a 70 percent, you can retake the exam for $50. You must submit your retake request within 60 days of grade notification. The retake exam must be completed within 14 days after exam enrollment. If you fail to retake the exam or you do not pass after completing your retake, you will be required to retake the course at the full tuition price. Retake requests can be sent to caieducation@caionline.org.

• Developing, implementing and enforcing rules • Organizing and conducting board meetings • Preparing budgets and funding reserves • Assessment collection policies and procedures • Collecting delinquent payments • Financial statements, reporting methods and operations • Evaluating risk management and insurance programs • Implementing maintenance programs • Preparing bid requests and identifying key contract provisions • Managing sustainable and developing communities

Course Materials • Participant guide and a link to bonus readings and materials.

Course Length 2.5 days | Days 1-2: 8:30 a.m. - 5:30 p.m. | Day 3: 8:30 a.m. - noon

A multiple-choice examination is given at the end of the class.

M-200 COURSES CAI's 200-level courses provide a more in-depth look at the information provided in the M-100 course. Completion of 200-level courses will put you on track to earn the AMS and PCAM designations. Courses are open to everyone and can be taken in any order.






• Practicing effective communication skills

Learn how to preserve and enhance your association’s property and prepare for emergencies. This course provides a hands-on approach to help you analyze, evaluate, communicate and plan for property maintenance. Your community will benefit from your increased understanding of the various types of maintenance—routine, preventive, emergency, corrective and scheduled. Topics include: • Evaluating existing maintenance programs and management controls

• Providing good customer service

• Analyzing maintenance contracts • Overseeing maintenance of common areas, using checklists and reports • Making maintenance requests and recommendations to the board

• Addressing complaints and diffusing anger • Managing public relations • Preparing annual meeting notices, management reports and rule violation letters • Writing informative newsletters

Course Materials In addition to a participant guide and a link to bonus readings and materials, you will receive: • CAI Guide for Association Practitioners: Communications

Course Length

• Identifying the basic elements of a disaster plan

1.5 day blended learning course:

• Preparing a request for proposal, including bid specifications

Day 1: 8:30 a.m. - 5:00 p.m. (in the classroom) Half-day: Online content including a 35-question, multiplechoice examination. The exam and online material must be completed within 30 days of the live course. Results will be available immediately after completing the exam. The half-day program including exam can be taken from home, office or anywhere with an internet connection.

• Monitoring fulfillment of a contract • Interpreting and invoking contract warranties • Understanding the concept of sustainable lifestyles • Using a reserve study for ongoing maintenance needs

Course Materials In addition to a participant guide and a link with bonus readings and materials, you will receive: • CAI Guide for Association Practitioners: Bids and Contracts, Natural Disasters and Reserve Funds

Course Length 1.5 days | 8:30 a.m. - 5:30 p.m. | 8:30 a.m. - noon

A multiple-choice examination is given at the end of the class. Online Format: 4-6 hours to complete the course plus 4 hours of study via reading assignments and webinars. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit.

M-202: ASSOCIATION COMMUNICATIONS Learn key communication techniques to improve resident and board relations. This course offers communication strategies that will benefit both new and experienced managers and provide the skills to better understand owners and volunteers. You’ll learn the basics of good customer service and gain the tools to effectively handle complaints, write newsletters and reports and manage public relations. Topics include:


• Identifying and responding to owner needs

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M-203: COMMUNITY LEADERSHIP Learn how to work with leaders to achieve goals and set a positive tone for the community. This course shows you how to inspire the cooperation needed from board leaders and volunteers to achieve management goals. You’ll learn proven ways to motivate and guide community leaders and help board and committee members accomplish more at every meeting. Topics include: • Strategies for building better relationships • Preparing and running efficient meetings • Motivating and guiding board members • Encouraging interest and participation in committees • Developing election procedures • Organizing community records

Course Materials In addition to a participant guide and a link with bonus readings and materials, you will receive: • CAI Guides for Association Practitioners: The Board Secretary and Meetings and Elections • The ABCs of Parliamentary Procedure

Course Length 1.5 days | 8:30 a.m. - 5:30 p.m. | 8:30 a.m. - noon

A multiple-choice examination is given at the end of the class. Online Format: 4-6 hours to complete the course plus 4 hours of study via reading assignments and discussion boards. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit.

M-204: COMMUNITY GOVERNANCE Learn how to avoid legal problems and gain cooperation when establishing guidelines. This course covers the legal basis of community rules, policies and procedures. You’ll gain a better understanding of board and management responsibilities and a better grasp of the community association as a legal entity. Learn how to advise and support your board and how to revise policies and procedures to comply with current laws and recommended management practices. Topics include: • Developing and enforcing rules • Using an attorney or other professional advisor • Conflicts of interest and ethics • Reviewing and amending governing documents • Statutes and case law affecting community management • Fiduciary responsibilities of association boards, committees and managers • Management contracts

Course Materials In addition to a participant guide and a link with bonus readings and materials, you will receive: • CAI Guide for Association Practitioners: Conflicts of Interest

Course Length 2 days | 9 a.m. - 5 p.m. both days





FEATURE A multiple-choice examination is given at the end of the class. Online Format: 4-6 hours to complete the course plus 4 hours of study via reading assignments and discussion boards. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit.

M-205: RISK MANAGEMENT Learn how to protect your community and respond to emergencies. This course shows you how to prepare for your community’s future by identifying insurance risks and addressing critical issues. Learn how to optimize your community’s riskmanagement program and gain strategies and resources for evaluating property coverage, reporting losses and managing claims. Topics include: • Assessing insurance risk • Reviewing alternative risk-management techniques • Developing a request for proposal for insurance coverage • Responding to losses • Managing insurance claims • Monitoring and improving risk-management programs

Course Materials In addition to a participant guide and a link with bonus readings and materials, you will receive: • CAI Guide for Association Practitioners: Risk Management

Course Length 2 days | 8:30 a.m. - 5:00 p.m. both days

A multiple-choice examination is given at the end of the class. Online Format: 4-6 hours to complete the course plus 4 hours of study via reading assignments and webinars. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit

M-206: FINANCIAL MANAGEMENT Learn how to best manage your association’s money. This course gives you the tools to understand and apply the principles of financial management to your community association. You’ll learn the entire budget process, from identifying line items to reconciling accounts to gaining board approval. You’ll also learn how to analyze and report on association finances. Topics include:


Quorum August, 2018

• Developing, managing and balancing budgets • Financial planning processes • Replacement reserves and basic investment principles • Accrual and fund accounting • Analyzing financial reports and records • Using budgets and financial reports as management tools

Course Materials In addition to a participant guide and a link with bonus readings and materials, you will receive: • CAI Guide for Association Practitioners: The Board Treasurer

Course Length 2 days | 8:30 a.m. - 5:00 p.m. both days

A multiple-choice examination is given at the end of the class. Online Format: 4-6 hours to complete the course plus 4 hours of study via reading assignments. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit.

M-300 COURSES CAI's 300-level courses provide experienced community managers with advanced material and cover subjects that may not have been detailed in the M-100 or 200-level courses. These courses provide continuing education credit for the PCAM designation. All 300-level courses are offered in the classroom format, with the exception of the M-300: Ethics and the Community Manager, which is offered exclusively as an online course, and the M-350: Manager and the Law.

M-300: ETHICS AND THE COMMUNITY MANAGER Learn how to become a more ethical and professional community manager. This interactive, online course discusses the nature of ethics and how it applies to community management. Registrants will learn to apply CAI’s Professional Manager Code of Ethics, examine the fundamental ethical responsibilities of a professional manager, resolve potential conflicts of interest, identify the appropriate response to the potential receipt of gifts and other remuneration and accurately identify situations where disclosure is necessary. Topics include: • Codes of ethics • Duty of care and duty of loyalty • Common ethical challenges faced by community managers

FEATURE • Consequences of unethical behavior

• Physical elements of a high-rise building

• Ethical relationships with fellow managers, including competitors

• Multi-story construction and maintenance

Course Materials • All materials are included in digital format within the course.

Course Length Four to six hours to complete the course plus four hours of study via reading assignments and webinars. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit.

M-310: MANAGEMENT COMPANY ADMINISTRATION Learn how to run your business more successfully. This course helps you build the skills and knowledge to increase the efficiency and effectiveness of a community association management company. It explains how to apply the principles of organizational theory to set up and operate the business. You’ll also learn how to market services, manage and train staff and develop additional sources of income. Topics include: • Benefits and challenges of starting a management company • Creating and managing budgets • Management ethics

• High-rise community operations • Common areas and recreational facilities

Course Materials • Participant guide and link with bonus readings and materials.

Course Length 2 days | 9:00 a.m. - 5:00 p.m. both days

M-330: ADVANCED INSURANCE AND RISK MANAGEMENT Learn how to understand risk and limit exposure to loss. This course provides a comprehensive look at insurance and risk-management issues. It shows you how to evaluate communities, review inspection reports and study policy details. You’ll learn to assess your association’s exposure to loss and evaluate all types of insurance policies. Topics include: • Identifying risk and understanding inspection reports • Precautions to minimize loss • Alternative risk-management techniques • Comparing insurance policies and companies • Types of insurance coverage, including workers’ compensation, fidelity bonds and crime, professional liability, equipment and property

• Drafting and pricing management contracts

Course Materials

• Finding qualified personnel

In addition to a participant guide and a link with bonus readings and materials, you will receive: • CAI Guide for Association Practitioners: Insurance

Course Materials • Participant guide and link with bonus readings and materials.

Course Length

Course Length 2 days | 9:00 a.m. - 5:00 p.m. both days

2 days | 9:00 a.m. - 5:00 p.m. both days



Learn how to meet the unique needs of extensive communities. This on-site course provides tips on how to manage associations that have more than 1,000 units or 1,000 acres and an annual budget of at least $2 million. You’ll explore the relationships between large-scale associations and municipalities as well as the relationships between master associations and sub-associations. You’ll also learn to distinguish between open, commercial and residential properties. Topics include: • Management requirements of large-scale communities

Learn how to address the unique challenges of multi-story communities. This course provides an in-depth understanding of the unique management needs of a high-rise building. You’ll experience hands-on learning through on-site building visits and walkthroughs of a central plant, roof and recreational facilities. See major systems in operation and discuss maintenance operations and procedures with building staff. Topics include:

• Large-scale associations and municipalities





FEATURE • Master associations and sub-associations • Open, commercial and residential properties

Course Materials • Participant guide and link with bonus readings and materials.

Course Length

Course Materials • In addition to a participant guide and a link with bonus readings and materials, you will receive: Be Reasonable!

Course Length 2 days | 9:00 a.m. - 5:00 p.m. both days

2 days | 9:00 a.m. - 5:00 p.m. both days



Learn how to help your community transition successfully. This course offers approaches to the challenges associated with managing developing communities. From community design to operational turnover, you’ll explore each stage of development and address potential issues. You’ll learn to manage a transition effectively, while avoiding legal problems and dissent in the community. Topics include: • Designing and creating communities

Learn how to manage effectively in the legal environment. This course offers realistic ways to deal with the legal issues you face on the job. By reviewing cases that have impacted community associations and exploring a case step by step, you’ll gain a greater understanding of how the legal system works and how the law affects managers and their day-to-day operations. Topics include: • Legal issues in community association management

• Developing budgets and managing finances through transition

• Employment law

• Transition processes following transfer of control

• Management agreements

• Operational turnover

• Manager liability

• Risk management

• Rules interpretation, enforcement and adoption

• Association and developer expectations

Course Materials • Participant guide and a link with bonus readings and materials.

Course Materials • In addition to a participant guide and a flash drive with bonus readings and materials, you will receive:

Course Length

• Best Practices Report: Transition

2 days | 9:00 a.m. - 5:00 p.m. both days

• Guide for Association Practitioner: Developer Transition

M-360: LEADERSHIP PRACTICES IN BUILDING COMMUNITY Learn how to create a more cooperative community. This course teaches you the management strategies that build better community relations. You’ll learn how to help your community members develop social and problem-solving skills and foster greater participation in the community. It will also help develop the leadership skills that can increase your job satisfaction and enhance your career growth. Topics include: • Fostering community participation

Course Length 1.5 days | 9:00 a.m. - 5:00 p.m. | 9:00 a.m. - noon

M-380: LITIGATION TRAINING FOR MANAGERS Learn how to prepare for the possibility of litigation. This course covers the many topics leading up to, during, and following litigation and what the community manager can do to be prepared for any situation. Topics include: • Preparing and responding to the possibility, likelihood, and reality of litigation

• Developing a community mission statement

• Understanding the discovery process

• Promoting positive interaction among community members

• Selecting, preparing, and rebutting expert witnesses

• Cultivating personal leadership skills

• Preparing for trial and testifying in court

• Using alternative dispute resolution • Evaluating post-trial realities and options


Quorum August, 2018

FEATURE Course Materials • Participant guide and a link with articles and additional resources.

Course Length 1.5 days l 9:00 a.m. - 5:00 p.m. l 9:00 a.m.- noon

M-400: CONTEMPORARY ISSUES IN COMMUNITY ASSOCIATION MANAGEMENT This course covers topical issues that impact professional managers and the communities they manage. Subjects will vary and may cover issues such as fair housing policy and practices, advanced company management, employment trends, effective recruiting strategies and telecommunications legislation. The course is typically offered in conjunction with CAI’s Annual Conference and Exposition and is an invaluable addition to your professional development. CAI will notify you of the topics to be addressed at least three months before the conference.

Course Materials • Participant guide and/or topic specific reading materials

Course Length 1 day | 9:00 a.m.–5:00 p.m.

PCAM CASE STUDY The final step toward earning the PCAM designation. The PCAM Case Study is a comprehensive examination of an actual community association, combining classroom discussion with an extensive on-site inspection. You’ll explore the community in depth, reviewing its administrative procedures, legal documents and communications; meeting with its manager, board members and key personnel; and learning about the local area. You’ll be encouraged to ask questions and openly discuss issues faced by the association. To successfully complete the case study, you must submit a final paper using the skills acquired in the prerequisite courses (all 200-level PMDP courses) as well as information collected while visiting the host community.

requirements apply). Please email caieducation@caionline. org for further information.

CAI ALSO OFFERS WEBINARS FOR MANAGERS CAI webinars offer specialized, professional training without leaving your home or office. Conducted via internet and audio teleconference, the programs are hosted by industry experts to keep you up to date on the latest legislative activity, management trends, industry best practices and subjects of special interest to community managers and homeowners. More than 300 on-demand webinars are now available, and new live webinars are added every month. Continuing education credit for management credentials is available. To register for a live webinar, go to caionline.org and go to: Learning Center and then Live Webinars. Click on On Demand Webinars to access more than 300 courses on specific topics. Not sure if a webinar is right for you, try a preview. CAI webinars are broadcast live and recorded, and then archived for future viewing. You can preview webinars or review the full catalog of on-demand programs at the Learning Center.

UPCOMING WEBINARS • Wednesday, September 12, 2018, 2-3 p.m. ET - Satellite Dish Issues: Understanding the FCC’s New Installation Rule Join this informative webinar to learn from industry experts about the Federal Communications Commission’s (FCC’s) Over-the-Air Reception Devices (OTARD) regulations for satellite dish installation and how to craft association policies that comply. Both community association managers and homeowners will benefit from real-life examples of potential satellite dish installation issues and solutions, and information and resources that promote collaboration and ensure a positive outcome for the entire community.

Course Length 2 days | Times vary by location.

Registration To register for the PCAM Case Study, you must successfully complete the prerequisite courses (all 200-level PMDP courses) and receive written confirmation that your PCAM application has been approved within the previous year (other CAI-CV.org




Welcome Aboard Patrick J. Rooney - CMCA®, AMS®, PCAM®

Please join me in welcoming Patrick Rooney, PCAM, to the Coachella Valley chapter of CAI. Pat is the new General Manager of Rancho Casa Blanca, an adult 55-plus community in North Indio, managed by The Management Trust’s Desert Division. He recently migrated to the Coachella Valley from the state of Washington where he lived and worked for the past 34 years. He said he likes the desert and is glad to “dry out” after so many years in the Northwest. Pat is originally from New Jersey and spent his youth on the boardwalk in Seaside Heights, a resort area along the Atlantic coast. He is a proud Veteran and spent more than ten years in the U.S. Army with assignments in Hawaii with the 25th Infantry Division, in Ft. Bragg, North Carolina with the 18th Airborne Corps, in Northern Italy with NATO, and then finishing his Army career at Ft. Lewis, Washington. He had the privilege of working on General Norman Schwarzkopf’s (Operation Desert Storm fame) staff at Ft. Lewis. He has been in the CID industry since 1987 and spent his 44

Quorum August, 2018

By Jay Powell

first 20 years as a portfolio manager. After receiving his PCAM® designation from CAI, he transitioned to onsite management for large condominium communities in Washington, where he worked for the past 11 years. Pat has been involved with CAI for many years and serves on CAI’s National Government & Public Affairs Committee. He has recently joined CAI-CV’s Legislative Support Committee. When he is not busy with community management, Pat said he likes to fish and travel with his wife. He said, “I have been blessed with the opportunity to visit many places in the world and I do have a few more to visit on my bucket list, especially Ireland!” As a hobby, Pat said he likes to collect old Penn fishing reels and restore them. He also collects bottles of (unopened) prize whiskies as they are appreciating in value. He is looking forward to his wife joining him from Washington soon and showing her the sights here in the Coachella Valley. Jay Powell is the Business Development Manager for Ben's Asphalt. He can be reached at 760-413-2466 or by email at jay.powell@bensasphalt.com.



Choose Educated Business Partners Micha Ballesteros, Flood Response Rodney Bissell, Bissell Design Studios Inc. Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC Kimberly Burnett, U.S. Security Associates Linda Cardoza, Alliance Association Bank Rick Cech, Western Pacific Roofing Corporation Todd Chism, Patio Shoppers Tiffany Christian, Epsten Grinnell & Howell, APC Adam Eves, EmpireWorks Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten Grinnell & Howell, APC Julie Frazier, Frazier Pest Control, Inc. Erin Fujioka, G4S Secure Solutions, USA Elaine Gower, The Naumann Law Michael Graves, SCT Reserve Consultants Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., Law Office of Jennifer James, Esq. Megan Kirkpatrick, Kirkpatrick Landscaping Services Jared Knight, Vista Paint Corporation Cyndi Koester, PCAM, SwedelsonGottlieb Katy Krupp, Fenton, Grant, Mayfield, Kaneda & Litt, LLP Matt Lawton, CIC, Prendiville Insurance Agency Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, PrimeCo Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Vintage Associates Mike Murrell, Farmers Insurance - Mike Murrell Agency Matt Ober, Esq., Richardson Ober, PC Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten Grinnell & Howell, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Kelly Richardson, Esq., Richardson Ober, PC Brent Sherman, Animal Pest Management Services, Inc. Brittany Smith, Vantage Point Construction, Inc. Jillian Steele, Patio Products USA Dan Stites, CBCI Construction Kymberli Taylor-Burke, NPG Asphalt Liz Williams, AMS Paving Bevan Worsham, AMS Paving Jolen Zeroski, Union Bank Homeowners Association Services Ronda Henry


Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement Opinion Letters Contract Drafting and Negotiation Civil Litigation Assessment Recovery 75100 Mediterranean Palm Desert CA 92211

We are pleased to announce Jennifer James joining our law firm as of counsel.

760.565.5889 www.gbflawyers.com

Become an Educated Business Partner Call the CAI-CV office or go to www.cai-cv.org for more information.





Full Service Commercial Pool Remodeling Some of our Clients:


• La Quinta Resort • Agua Caliente


www.GardnerRemodel.com CSLB #896061

• Fantasy Springs • Rancho Mirage CC • Emerald Desert Resort

CAI-CV Printing Services CAI Members Receive 40-50% Savings Compared to Copy Shops Call Rodney Bissell at 714-293-3749 for printing + design. Call CAI-CV at 760-341-0559 for printing without professional design.

• Single sheet copies – collated, stapled, hole punched – gloss or flat – black & white or color • Four-page folded brochures – magazine stock – full bleed • Booklets – full bleed – up to 180 pages – gloss or tearproof/waterproof covers • Postcards – heavy card stock • Marketing materials – waterproof wristbands, water bottle hangers, door hangers, coasters • Posters – up to 13 X 19 • Magazines – full bleed – up to 60 pages – heavy gloss • FULL-SERVICE DESIGN AVAILABLE


Quorum August, 2018







75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211






CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, August 3, 2018, 8:30 a.m. to 9:30 a.m. WHERE: CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert

CAI’s Large-Scale Manager’s Workshop (for managers) WHEN: Wednesday – Saturday, September 12-15, 2018 WHERE: Denver, CO

CAI’s M203 Community Leadership (for managers) WHEN: Thursday – Friday, August 16-17, 2018, TH 8:30 a.m. to 5:00 p.m., FR 8:30 a.m. to 12:00 p.m. WHERE: CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert

CAI-CV Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, September 21, 2018, 11:15 Registration WHERE: Palm Valley Country Club, Palm Desert

CAI’s M206 Financial Management Leadership (for managers) WHEN: Thursday – Friday, August 23-24, 2018 WHERE: Santa Ana

CAI-CV Community Association Manager Career Expo & CAI-CV Open House WHEN: Tuesday, September 25, 2018, 5:30 p.m. WHERE: CAI-CV Office & Classroom CAI’s M203 Community Leadership (for managers) WHEN: Thursday – Friday, September 27 - 28, 2018 WHERE: Santa Ana



Automation Pride AMS Paving BRS Roofing AMS Security Epsten Grinnell & Howell, APC Asphalt MD's Horizon Lighting Associa Desert Resort Management Peters & Freedman, LLP Bissell Design Studios Inc. Prendiville Insurance Agency Conserve LandCare PrimeCo Diversified Asphalt Products Vintage Associates Fiore Racobs & Powers Flood Response MRC - Smart Technology Solutions - A Xerox Company NPG Asphalt Pacific Western Bank Roof Asset Management Signarama Sunshine Landscape Vantage Point Construction Western Pacific Roofing

SILVER________ Barcode Automation, Inc. Ben's Asphalt, Inc. Cline Agency Insurance Brokers DWI First Foundation Bank Frazier Pest Control Green Bryant & French, LLP Nissho of California, Inc. O'Connell Landscape Powerful Pest Management Pro Landscaping, Inc. Seacoast Commerce Bank Sherwin-Williams Paint Co. Three Phase Electric

BRONZE______ Adams Stirling, PLC Albert Management, Inc. Alliance Association Bank Animal Pest Management Association Reserves Bank of Southern California Beaumont Tashjian Blue Sky Landscape Brabo & Carlsen, LLP CBCI Construction Dunn-Edwards Corporation Farley Interlocking Pavers FirstService Residential Guralnick, Gilliland & Knighten Hort Tech Landscape Kasdan LippSmith Weber Turner, LLP LaBarre/Oksnee Insurance

Law Office of Jennifer James, Esq. Law Office of Peggy Redmon, APC Mutual of Omaha Painting Unlimited PatioShoppers Commercial Furnishings Popular Association Bank Powerstone Property Management S.B.S Lien Services SCT Reserve Consultants SERVPRO of Palm Desert Shetler Security Silldorf Law, LLP Suntech Consulting & Roofing The Management Trust, Desert Division U.S. Security Associates, Inc. Union Bank HOA Services United Paving Vista Paint Corporation

Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press. Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, 760-341-0559.

Profile for CAI-Coachella Valley Chapter

August Quorum 2018