Coachella Valley Community Associations Institute Magazine
FEATURING 8 St. Augustine 12 The 5th Annual Spirit of Hope Gala 16 Condominium Unit Buyerâ€™s Checklist 28 Desert ARC . . . 60 Years of Championing the Rights of People with Developmental and Intellectual Disabilities in Our Community
TWENTY THREE BILLION U.S. DOLLARS ALLOCATED TO COMMON INTEREST DEVELOPMENT RESERVE FUNDS EACH YEAR FOR THE REPAIR, REPLACEMENT AND ENHANCEMENT OF COMMON AREA ASSETS SUCH AS ROOF REPLACEMENT, STREET RESURFACING AND POOL REPAIRS.
OF SQUARE FEET IN THE COACHELLA VALLEY ARE PART OF A HOMEOWNERS ASSOCIATION. 21% OF THE U.S. POPULATION RESIDE IN COMMON INTEREST DEVELOPMENTS.
UPON THOUSANDS OF HOURS OF SERVICE AND OTHER DUTIES PERFORMED ANNUALLY BY VOLUNTEER BOARD AND COMMITTEE MEMBERS.
TEAM OF TRUE PROFESSIONALS WHO PROVIDE EXCEPTIONAL LEADERSHIP, MANAGEMENT AND FINANCIAL SERVICES TO HOMEOWNER ASSOCIATIONS IN THE COACHELLA VALLEY.
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Quorum December, 2018
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For more, go to amsconnectme.com or call 760.341.3593. We’ll get you protected and connected. You’ll see. CAI-CV.org
2018 QUORUM COMMITTEE MEMBERS
SUSAN BROWNE ROSENBERG, CHAIR Desert Cities Indoor Air, LLC
RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc.
DEA FRANCK, ESQ., BOARD LIAISON Epsten Grinnell & Howell, APC
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
KIMBERLY BURNETT U.S. Security Associates DIANE CARMONY Coachella Valley Water District SIERRA CARR, CMCA Trilogy La Quinta
EDUCATED BUSINESS PARTNER
JENNIFER JAMES, ESQ. Green Bryant & French, LLP BRUCE LATTA, CMCA Parc La Quinta
MARNE LOGAN, CCAM The Management Trust Desert Division CAI-CV
EDUCATED BUSINESS PARTNER
JAY POWELL Ben’s Asphalt JIM SCHMID The Lakes Country Club
DAVID SCHUKNECHT, CMCA, AMS Personalized Property Management STEVEN SHUEY, PCAM Personalized Property Management GEN WANGLER, ESQ., CCAL Fiore Racobs & Powers, A PLC JOSH WIDENMANN MRC Smart Technology Solutions A Xerox Company
CREATIVE DIRECTOR & GRAPHIC DESIGNER
FEATURES 8 St. Augustine
By Marne Logan
12 The 5th Annual USO Bob Hope Spirit of Hope Gala
By Grace Paluck, CMCA
16 Condominium Unit Buyer’s Checklist
By Joel W. Meskin, Esq., CCAL, CIRMS
28 Desert ARC . . . 60 Years of Championing the Rights of People with Developmental and Intellectual Disabilities in Our Community
By Madeline Zuckerman
Quorum December, 2018
EDUCATED BUSINESS PARTNER
RODNEY BISSELL Bissell Design Studios, Inc. firstname.lastname@example.org (714) 293-3749
ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION email@example.com
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.
ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP................................. 13
22 CHAPTER NEWS 7 CAI-CV New & Renewing Members 11 Time Honored
Matt Lawton, CIC, CIRMS By Sierra Carr, CMCA
33 2019 CAI-CV Leadership 34 2019 Standing Committees 35 Meet Our Chapter Leadership – Public Relations Chair
CLINE AGENCY INSURANCE BROKERS............ 43
IT SERVICES AMS CONNECT.................................................. 3
LANDSCAPING CONSERVE LANDCARE.................................... 10 PRO LANDSCAPING INC................................... 32 SUNSHINE LANDSCAPE................................... 13 URBAN HABITAT.............................................. 43 WATER RITE - VINTAGE ASSOCIATES, INC...... 39
MANAGEMENT COMPANIES ALBERT MANAGEMENT INC.............................. 2 ASSOCIA DESERT RESORT MANAGEMENT..... 32
PAINTING FLANDERS PAINTING INC.................................. 3
PEST CONTROL FRAZIER PEST CONTROL, INC........................... 3 POWERFUL PEST MANAGEMENT.................... 43
POOL REMODELING GARDNER OUTDOOR AND POOL REMODELING......................................... 19
CAI-CLAC 2018 Accomplishments
PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS.................................................. 37
Tips for Keeping a Five-Star Resort Appearance for Your Association By Paul Roide
ROOFING BRS ROOFING INC........................................... 43 ROOF ASSET MANAGEMENT........................... 39 SUNTECH CONSULTING................................... 10 WESTERN PACIFIC ROOFING............................. 3
11 Water Wise
FLOOD RESPONSE........................................... 10
6 President’s Message 24 About CLAC
AUTOMATION PRIDE........................................ 10
BISSELL DESIGN STUDIOS, INC....................... 39
GATES & GARAGE DOORS
CHAPTER EVENTS 21 2018 Chapter Awards Nomination Form 22 Educational Lunch Program and Mini Trade Show 40 2019 CAI-CV Event Calendar 44 Upcoming Chapter Events
FIORE RACOBS & POWERS, A PLC.................. 37 GREEN BRYANT & FRENCH, LLP...................... 25 GURALNICK GILLILAND & KNIGHTEN.............. 32 LAW OFFICE OF PEGGY REDMON.................... 39 POPULAR ASSOCIATION BANKING.................. 25 MUTUAL OF OMAHA BANK.............................. 41
Julie Balbini, Esq. By Sierra Carr, CMCA
41 CAI-CV Educated Business Partners 44 2018 Corporate Sponsors
Eric Angle By Sierra Carr, CMCA
27 Meet CAI-CV's President-Elect
AMS PAVING.................................................... 42 ASPHALT MD'S................................................ 41 NPG ASPHALT.................................................. 15
CVWD's Water Bill Assistance Program Helps Area Residents By Katie Evans
SECURITY AMS CONNECT................................................ 15 CAI-CV.org
FROM THE CHAPTER
President’s Message Gen Wangler, ESQ., CCAL Fiore Racobs & Powers, A PLC
s we end the year, I want to take this opportunity to thank all of our wonderful volunteers. With the help of more than 150 volunteers who serve on CAI-CV committees, we have accomplished some outstanding successes in 2018. Among these accomplishments are the new Professional Managers Committee’s brochure defining community association management as a career and the committee’s work with 62 career centers in Riverside County to promote our industry to career seekers. Given the shortage of managers in the Coachella Valley, this effort will continue to have a positive impact for our members, particularly management companies. I also want to thank the Public Relations Committee for its work with the City of Palm Desert to create the HOA Living brochure that explains to residents what it means to live in a community association. We expect to modify the brochure for other Valley cities, and we are working on a version that can be used by the real estate industry. The new Homeowner Leader Committee and the Education Committee worked together to establish a new program to provide basic training to community board members. Every program so far has been attended by more than forty board members, with many being new to CAI. The Education Committee also developed a new "Manager on the Run" series of five programs for assistant managers that will start next year. The Membership Committee did an outstanding job, adding more than 160 new members to CAI-CV. We raised over $15,000 from our Chapter to support CLAC’s legislative office in Sacramento and our Legislative Support Committee can be proud of the successes achieved this year, including the two vetoes by Governor Brown that resulted from its grassroots efforts. All of our fundraising and networking events did better than last year. And, I’m proud to say that, since moving into our new offices in January, we have doubled the number of educational programs offered to our members, most of which were presented in our classroom. And, of course, the Quorum Committee continues to publish a first-class magazine. With your help, CAI-CV is helping to build up our industry in many ways. Thank you. In January, we will transfer CAI-CV’s leadership to PresidentElect Mike Traidman, President of the Mira Vista at Mission Hills Homeowners' Association. I want to wish Mike well and encourage all our members to give him the same level of support that I enjoyed as President. I am looking forward to continuing serving on the Board and Executive Committee as Past President.
Quorum December, 2018
Our thanks to Carol Fulton (LaBarre/Oksnee Insurance Agency) for teaching a class on insurance for our Board Basic Training on November 13th. We had more than 40 attend and this was the first exposure to CAI for about a third of the class. I also want to thank CLAC lobbyist Louie Brown, Jr., Esq. (Kahn Soares & Conway, LLP), Sandra Gottlieb, Esq., CCAL (Swedelson Gottlieb) and Dirk Petchul, Esq. (Berding|Weil) for presenting CAI-CV’s annual Legislative Update on November 16th. The industry had a successful legislative year, especially when considering the onerous legislation like the balcony bill that dominated our Sacramento efforts at the beginning of the year. See page 24 for more information about 2018 legislation. I hope to see all of you on December 7th at Palm Valley for our annual Holiday Open House. This is a free event for CAI-CV members. In lieu of a registration fee, we ask members to bring an unwrapped children’s gift to donate to The Narrow Door’s Christmas Store. Come enjoy a full pasta dinner, wine, dancing, ornament making and the annual ugly sweater contest. Prior to the Open House, also at Palm Valley, will be the Board Leadership Development Workshop, an all-day course by CAI National. Board members attending the course will receive a certificate from CAI. We have also planned a "Manager on the Run" (MOTR) program on the 7th from 4:00 to 5:00 p.m. and, earlier that day, we will be offering the CMCA exam and prep course. Call the CAI-CV office for more information. Mark your calendar for our next Educational Lunch Program & Mini Trade show, scheduled for Friday, January 11th, at Palm Valley Country Club. We have a guest speaker, comedian Mimi Donaldson, who will be talking about how to cope with communications and organizational style differences. See page 29 for more information. On Friday, January 25th, CAI-CV will host the Mad Hatter 2018 Awards & Monte Carlo Night at the Omni Las Palmas Resort and Spa in Rancho Mirage. Tickets are available now online at www. cai-cv.org. As my term as President comes to a close, I wish all of you a safe and memorable holiday season and New Year celebration. Thank you again for all you do for our industry through CAI-CV.
Gen Wangler, Esq. Gen Wangler, ESQ., CCAL
Fiore Racobs & Powers, A PLC
CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNER
2018 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS
A-RISING BUILDERS Emma Zaboth (949) 386-2556 firstname.lastname@example.org
GEN WANGLER, ESQ., CCAL PRESIDENT Fiore Racobs & Powers, A PLC
JOLEN ZEROSKI, CMCA TREASURER Union Bank
EDUCATED BUSINESS PARTNER
JOHN WALTERS-CLARK SECRETARY Associa Desert Resort Management CARDINAL AMBROSE, CMCA, AMS, CCAM, PCAM DIRECTOR The Vintage Group
EDUCATED BUSINESS PARTNER
MOTORCOACH COUNTRY CLUB PROPERTY OWNERS ASSOCIATION
RENEWING MANAGER MEMBERSHIPS
Kellan Falconieri (951) 840-6766 email@example.com
M & M SWEEPING, INC. Richard Juge (760) 343-3003 firstname.lastname@example.org
PACIFIC WESTERN BANK CAI-CV
EDUCATED BUSINESS PARTNER
GERARD GONZALES DIRECTOR Albert Management, Inc. MATT LAWTON, CIC, CIRMS DIRECTOR Prendiville Insurance Agency
John Xepoleas (916) 769-7309 email@example.com
Moquey Marquross (800) 985-1179 firstname.lastname@example.org
DEA FRANCK, ESQ. DIRECTOR Epsten Grinnell & Howell, APC
Erin Klink (760) 324-4914 email@example.com
ROY PALACIOS INSURANCE AGENCY, INC. CAI-CV
EDUCATED BUSINESS PARTNER
LOUISE STETTLER DIRECTOR Palm Valley Country Club HOA
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 firstname.lastname@example.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.
MORNINGSIDE COMMUNITY ASSOCIATION
RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management
Dana Lefever (760) 346-1161 email@example.com
Daniel Farrar (760) 834-2487 firstname.lastname@example.org
Margaret “Gen” Wangler, Esq. (760) 776-6511 email@example.com
FIORE RACOBS & POWERS, A PLC
PHYLLIS HARKINS, CMCA AMS, CCAM-LS, CAMEX PAST PRESIDENT Portola Country Club HOA
Melody Castro (760) 777-8807 firstname.lastname@example.org
Michele Abdelnour (760) 328-3323 email@example.com
RENEWING BUSINESS PARTNERS
MIKE TRAIDMAN PRESIDENT ELECT Mira Vista at Mission Hills HOA
ASSOCIA DESERT RESORT MANAGEMENT
Tina Neubauer (949) 582-0964 firstname.lastname@example.org
SCT RESERVE CONSULTANTS, INC. Michael Graves (951) 296-3520 email@example.com
RENEWING MANAGEMENT COMPANIES
Susan Percival (760) 767-5944 firstname.lastname@example.org
ASSOCIA DESERT RESORT MANAGEMENT Brooke Ancheta (760) 346-1161 email@example.com Sharron Badham (760) 393-5211 firstname.lastname@example.org
PORTOLA COUNTRY CLUB Phyllis Harkins (760) 346-5481 email@example.com
THE MANAGEMENT TRUST
Jamie Dodge (760) 346-1161 firstname.lastname@example.org
Maria Enriquez (760) 346-1161 email@example.com Maryann Hoss (760) 346-1161 firstname.lastname@example.org Larry Pfander (818) 988-9569 email@example.com Alison Posey (760) 346-1161 firstname.lastname@example.org
James Lewis (760) 862-1202 email@example.com
Paula Tapia (760) 346-1161 firstname.lastname@example.org
PRIME ASSOCIATION SERVICES
BIGHORN HOMEOWNERS ASSOCIATION, INC.
Erik Hernandez (760) 969-3339 email@example.com
Clinton Atherton (760) 328-3834 Ext. 244 firstname.lastname@example.org
Gary Leobold (702) 985-4885 email@example.com
NEW MANAGER MEMBERSHIPS
OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATION
William Clifford (760) 625-5971 firstname.lastname@example.org
Norma Segura (760) 346-1161 email@example.com
Shelie Xanthos (800) 706-7838 firstname.lastname@example.org
Diane Gentry (760) 342-4215 Ext. 510 email@example.com
Monique Kerrigan (760) 485-3051 firstname.lastname@example.org Dion Lewis (760) 773-0123 Ext. 104 email@example.com Matthew Rittenhouse (760) 773-0123 firstname.lastname@example.org
RENEWING VOLUNTEER LEADERS Howard Finelt Jean Newcomer
MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION Alan Horwitz Nick Nickerson Scott Reese Gary Roman Tom Tousignant
Judith Mandic (760) 610-8432 email@example.com
DESERT PRINCESS HOMEOWNERS ASSOCIATION Ken Kuperstein (760) 413-6744 firstname.lastname@example.org
St. Augustine By Marne Logan
t. Augustine Owners Association is focused on providing an outstanding quality of life for their residents. As you drive up to the community, the entrance is elegant and welcoming. Surrounded by mountain views, the community boasts wide, clean streets and open common areas with plenty of space between homes. You immediately sense pride of ownership. There are 152 beautifully landscaped single-family homes that range in size from 2,260 to 3,650 square feet. Prices range from $550,000 to $1.2 million. All
Quorum December, 2018
of the two to four-bedroom homes are single story construction. Assessments of $305.00 per month include maintenance of all the common areas, cable TV with HBO and Showtime, and full use of the park and greenbelt facilities, including the tennis courts. St. Augustine is fully built out and was completed in 2004. The lush and aesthetically pleasing landscape is a feast for the eyes and senses. There are four large ponds with connecting streams and waterfalls within a seven-acre greenbelt, with
beautiful walkways and bridges and enough bench seating and picnic tables for all to enjoy. The community also has two tennis courts and a park with extensive playground equipment for resident children and visiting grandchildren. St. Augustine is located off Da Vall Drive and Dean Martin Drive in Rancho Mirage. They are close to The River and other premier shopping and dining establishments and only five miles from the Palm Springs Airport. The five-member board is proud of their efforts to preserve and enhance
property values and have worked diligently to prepare the community for the future. In an effort to save water, they have undertaken turf conversion projects and updated all of the water recirculation systems for the ponds. The board receives assistance from volunteers who serve on three standing committees, the Architectural, Landscape, and the Social/Welcome committees. They also have a vibrant Neighborhood Watch program. The St. Augustine Owners Association is managed by David Schuknecht, AMS, from Personalized Property Management. They contract with CAI-CV members Leon’s Landscaping to keep the property looking beautiful and utilize the services of Patton Door & Gate for their gates, and Epsten Grinnell & Howell for legal issues. President of the Board of Directors and active CAI-CV member, Sabina Dorn, says, “I take great pride in being a part of this community and serving on the board, and I am grateful to CAI for helping to keep our board educated about best practices and legislative issues.”
Marne Logan, CCAM, is a community association manager for The Management Trust Desert Division. She can be reached at 760-340-1703, or by email to email@example.com.
BILL FITZGERALD PRESIDENT SUNTECHROOF@GMAIL.COM SUNTECHROOFING.NET
CELL PHONE # 760.275.4749 42215 WASHINGTON ST, SUITE A #350 PALM DESERT, CA. 92211 OFFICE # 760.343.0091
CONTRACTORS LIC. #1010435
HERE firstname.lastname@example.org | (760) 341-0559 10
Quorum December, 2018
Time Honored - Eric Angle By Sierra Carr, CMCA Eric Angle has lived in the Coachella Valley for more than twenty-five years. He joined CAI almost ten years ago to become a part of a winning organization that reflects true passion, professionalism, and values. Since joining, he has earned his CMCA, AMS, and PCAM designation. He has served as chair on the Education and Awards Committee and has served on the Public Relations, Professional Managers, and Bowling Committee. He has been managing communities for thirteen years and is currently employed with FirstService Residential as General Manager for Trilogy at La Quinta. His path to the HOA industry began in real estate by managing properties, both residential and commercial. Once a position opened at Del Webb, he gave the HOA business a shot, and could not be happier with his decision. He has managed three different properties since then, growing and getting better as each challenge arises. If not for this industry, he probably would have been a school teacher. In his spare time, Eric enjoys healthy outdoor activities such as hiking, biking and stargazing. He is the youngest of five half-brothers and five half-sisters, and has three children. He considers the most significant accomplishment in his life to be the development of future leaders that started with his own children by providing support, guidance and the sharing of knowledge so that they may conquer any challenge put in front of them. He is very proud of his children’s success regardless of their goals or aspirations. His favorite book is "Who Moved My Cheese" by Spencer Johnson. This book opened him up to the excitement of new challenges instead of dreading change, fearing the unknown and blaming others – he became motivated to seek answers. One dream that he has yet to achieve is to witness members of his own team grow into accomplished managers themselves. He states, “Nothing would be better or make me prouder of my career than to see their success. I hope they manage at my retirement community someday.” Eric has many fond memories but one of his favorites is of his first day at Trilogy. He feels those moments/memories of meeting amazing and supportive people get him through tough days. When it comes to his role model, he feels there have been many people that have helped shape his life and career. Not all of them brought a positive approach, but left enough of an impact to motivate him in a positive direction. He adds, “I work alongside my true role models every day; those that give 110% to whatever project they are working on at the moment, while having the presence of mind to stop and help others that may be struggling – a balance of determination and kindness I get to see every day.” Thank you, Eric for your service with the Chapter. We are honored to have you as a part of our organization! Sierra Carr, CMCA, is the comptroller for Trilogy at La Quinta and works for FirstService Residential. She can be reached at (760) 702-3038 or by email at email@example.com.
CVWD’s Water Bill Assistance Program Helps Area Residents By Katie Evans
any area residents have received help on their water bills thanks to the Help2Others program established by Coachella Valley Water District in partnership with United Way of the Desert. Residents needing help with a water bill who meet eligibility requirements can contact United Way of the Desert to request a one-time credit of $100. Customers can reapply for the credit every 12 months. United Way of the Desert manages the program and helps customers with the application process. The program is funded year-round through donations, employee donations, sale of scrap metal, lease revenues and the sale of CVWD's book, "Lush & Efficient Desert-Friendly Landscaping in the Coachella Valley." If you or anyone you know needs assistance, call United Way of the Desert at (760) 323-2731, ext. 23 to make an appointment to apply in person. The program is for CVWD customers but United Way manages similar programs for some other area water districts. If you would like to support this program, you can make a donation with a credit card at www.unitedwayofthedesert. org/help2others or mail a check to the United Way of the Desert with the designation of CVWD Help2Others to: United Way of the Desert, CVWD Customer Assistance Program, PO Box 13210, Palm Desert, CA, 92255. For more information about this program including eligibility requirements, visit www.cvwd.org/H2OHelp. Katie Evans is the Director of Communications and Conservation for the Coachella Valley Water District. She can be reached at firstname.lastname@example.org or (760) 398-2661.
THE 5TH ANNUAL
Spirit of Hope Gala AT AGUA CALIENTE CASINO RESORT & SPA By Grace Paluck, CMCA
he Management Trust held their 5th annual Veterans’ Day dinner and gala to celebrate the Bob Hope USO Palm Springs on November 10, 2018. We partnered with many of the business partners for CAI-CV as well as some other wonderful companies in the Coachella Valley. Live and silent auctions were held to raise approximately $30,000 for this worthwhile organization. The Management Trust is a 100% employee-owned company. Our roots are deep in the communities that we serve. One of our guiding principles states, “We believe that gratitude is an emotion best expressed through action. We have lots to be grateful for, and giving back to our community is our best means of expression. To that end, community service is something we hold dear. Giving our time and talents to our various philanthropic partners forges a bond with the community, while strengthening our own relationships. By giving back, we move forward.” While we serve several community outreach partners out of our Desert Division, none touches as many as the Bob Hope USO Palm Springs. The USO center in Palm Springs is located at the Palm Springs International Airport where the volunteers work countless hours providing soft drinks, coffee, tea, water and snacks to visitors waiting for departing flights or transportation to the Marine Corps base at 29 Palms. They also are there for the families during troop deployments, “Welcome Home” events, and host social events for the holidays for the troops and the families. The Bob Hope USO provides USO services and programming to all of Southern California north of San Diego. An independent 501(c)3 non-profit organization operating under a charter from USO, Inc., they provide moral and recreational services to members of the U.S. military. Although congressionally chartered, they are not a government agency and rely entirely on contributions from patriotic Americans, philanthropic corporations and organizations. Each year, they provide direct service to over 100,000 military members, their families and eligible military retirees in Southern California. This includes being there for the families during troop deployments and “Welcome Home” events. If you’re interested in participating in this wonderful event next year, please contact email@example.com or call (760) 776-5100. If you’re interested in volunteering at the Bob Hope USO Palm Springs, please contact Diane Durden at Diane@bobhopeuso.org or call her at (760) 866-1100. They are located at 210 N. El Cielo Way, Suite 102 in Palm Springs. Visit www.bobhopeuso.org for more information. Grace Paluck, CMCA, CamEx, CCAM, is the Division Executive Vice President of The Management Trust. She can be reached at (760) 776-5100 or by email at firstname.lastname@example.org.
Quorum December, 2018
email@example.com | (760) 341-0559
I N T R O D U C I N G
CAI-CV’s MEMBER APP DOWNLOAD FOR FREE
For Apple Smartphones 1 Go to the Apple Store or press the
For Android Smartphones 1 Go to Google Play or press the
3 4 5
Apple App icon on your phone Press the magnifying glass symbol to search Search for CAI Coachella Valley Look for this icon Download the app Start enjoying
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Look for who’s footing the bill for this fantastic FREE service. Contact the CAI-CV office if you want to sponsor the app.
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Do you know someone who might be interested in joining CAI? Refer them here and you can be entered in the new App drawing for a quarterly $50 gift card. If your referral joins, you can be entered into the Recruiter of the Month drawing locally and with National CAI, and you might win the CAI-CV grand prize of $1,000!
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The CAI-CV app gives you everything you need to maximize your membership at your fingertips. Do you have suggestions for improving the app? Please let us know by emailing firstname.lastname@example.org or join the CAI-CV Communications Committee and help us improve the app and manage all of CAI-CV’s social media and web presence. Call the CAI-CV office for more information – 760-341-0559.
Asphalt Concrete Seal Coating Striping ADA Compliance Grinding & Pulverizing
NPGASPHALT.COM So-Cal: 951.940.0200 Desert Division: 760.320.9600 Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW
Condominium Unit Buyer’s Checklist Due Diligence Needed Prior to Purchasing in a Condominium Association By Joel W. Meskin, Esq., CCAL, CIRMS
uring my tenure in the community association industry, I have touched in one way or another probably over 6,000 director and officer ("D&O") liability claims. I have sat back and thought at length what, if any, commonality there is between and amongst these claims. I have come to these conclusions and I presume that there are other community association professionals that would come up with more: • Proposed Unit Buyer's do not do their due diligence/ homework before moving into a community association. This due diligence is critical for a Unit Buyer to understand what it means to buy into a community association, and the cost benefit analysis of what they are giving up versus what they are gaining. Once you buy in, your home is still your castle, but subject to the covenants, conditions and restrictions you agreed to by signing your deed, and the rules and regulations of the association. "Ignorance of what you have agreed to is not a defense!" I cease to be surprised that many Unit Buyers do not have time to do their due diligence, but they have time to fight and litigate matters for years causing the association and its insurers to incur significant amounts. • The second commonality is that many volunteer board members are very often the same Unit Buyers who did not do their due diligence. As a result, often their motivation for joining the board is to fight what they after the fact believe is not fair, or to try and change things that are in their self-interest as opposed to the best interest of the community association that is a foundation to the board member's fiduciary obligation. • Finally, the volunteer board members often do not understand their role as a board member. This item could be an article in and of itself. At a minimum, there should be a requirement that a prospective board member should declare that they have read the governing documents and have asked any questions they may have to clarify their duties and obligations. Additionally, boards should have a mandatory annual board training. Board training programs are offered by various management companies, HOA attorneys or
Quorum December, 2018
through one of the many CAI offerings available online or by attending a course that CAI may make available. A number of years ago, when my daughter and son-in-law thought about buying a condo, they presumed I would not recommend that they buy one. I surprised them by indicating that I had no problem with a condo. However, they must do their due diligence first! Their presumption was based on the many stories I shared with them over the years regarding association and unit owner problems, disputes and challenges, stories I could not make up. I believe, however, that 95% or more community associations in fact operate fine with minimal issues. I attribute this to my participation in CAI all around the country which exposes me to the good and not just the bad and ugly. My daughter and son-in-law, the teaching coach and the engineer, asked me what due diligence I would recommend. The Condominium Unit Buyer's Checklist was the product of that question. The checklist is equally applicable to cooperative housing corporations, single family HOAs, commercial condominiums, townhomes and timeshares. As a result of my daughter and son-in-law conducting their due diligence, they did not buy the condo. Specifically, the realtor and the unit owner at the 11th hour submitted a supplemental disclosure statement indicating that the tile flooring in the kitchen and "THE CHECKLIST IS EQUALLY APPLICABLE TO COOPERATIVE HOUSING CORPORATIONS, SINGLE FAMILY HOAS, COMMERCIAL CONDOMINIUMS, TOWNHOMES AND TIMESHARES." the hardwood floors were installed on the second floor unit without board approval. The board would not grandfather this in, nor would the unit owner pay to have it remediated. I am curious whether the supplemental disclosure statement would have been submitted had they not pursued their due diligence. It is my humble opinion that if 75% of Unit Buyers were to do a substantial amount of this due diligence, the potential problems and challenges would be significantly reduced. I further believe that if association boards and managers were to be asked these questions on a regular basis, this would have
a very positive impact on the association's risk management. Accordingly, the Condominium Unit Buyer's Checklist is just as valuable to the association and its board. On the one hand, the checklist will weed out prospective Unit Buyers who do not fit in a common interest development and on the other hand it can act as an audit checklist for the association. Joel W. Meskin, Esq., CIRMS, CCAL, is the Managing Director of Community Association Products for McGowan Program Administrators. He is a Fellow if the College of Community
Condominium Unit Buyer’s Checklist*
Association Lawyers ("CCAL") and holds CAI’s Community Insurance and Risk Management Specialist ("CIRMS") professional designation. He also holds his Management Liability Insurance Specialist ("MLIS") designation and is a Member of the Foundation for Community Association Think Tank and Chair of the National Community Association Institute Business Partner Council and served as a Member of the National Community Association Institute Board of Trustees from 2017-2018. He also holds CAI’s Educated Business Partner Distinction. Joel can be reached at (216) 385-5610 or by email at Jmeskin@mcgowanins.com. *Ask your attorney for California specific laws and regulations related to requesting documents and information for prospective purchases.
RESEARCH (IGNORANCE IS NOT BLISS OR A DEFENSE)
By-Laws - Obtain a copy of the condo association by-laws - the association's operating manual (who has authority to do what, who is a member, who is eligible to vote, and how to elect board members)
CC&Rs - Obtain a copy of the CC&Rs (declarations/covenants, conditions and restrictions) - the association rules (what can you put on your door, how loud can music be, who can live in the unit, can you have pets, etc.)
Delinquent Assessments – How many association unit owners are more than 30 days delinquent in paying assessments? What percentage of those delinquencies are more than 60 days past due? (If unit members are delinquent, someone has to cover the shortfall - the remaining current members.) Any foreclosure sales?
Pending Lawsuits Against the Association - Are there any lawsuits or administrative proceedings (i.e. EEOC or fair housing) pending against the association? If not, have there been any lawsuits in the past five years? (Do a civil index check in the county court)
Pending Lawsuits Against Unit Owners - Does the association have any lawsuits pending against any unit owners or vendors?
Reserve Study - Does the association have a reserve study? If no, why not?
Funded Reserve Study - If the association has a reserve study, is it funded, and if so, what percentage is it funded?
Reserve Study Update – When was the reserve study last updated?
Capital Improvements - Does the association have any substantial capital improvements or repairs planned within the next 24 months and if so how are they going to be funded (reserves, special assessment, loan)?
Special Assessments - Does the association currently have any special assessments, other than the normal monthly dues/assessments? If not, are there any special assessments planned in the next 24 months?
Insurance - Who is the insurer for the condo association master policy providing property coverage for the building and providing coverage for the general liability coverage? Who is the agent for the association? (Is he or she a Community Insurance Risk Management Specialist?)
Appraisal - When was the last time an appraisal was done to determine the appropriate amount to insure the condo association property? What was the appraised value?
Umbrella Insurance - Does the association have an umbrella liability policy and if so, what are the limits? Does the umbrella policy provide follow form directors and officers coverage?
Directors & Officers Insurance - Who is the insurer for the directors and officers’ liability insurance? Does the association have cyber liability/data breach coverage?
Employee Dishonesty/Crime Insurance - Does the association have a fidelity (employee dishonesty)/ crime policy and if so, what are the limits? Does the limit equal at least the total of all operating accounts, reserve accounts and 3 months of assessments? Does the crime policy have social engineering coverage?
Employees - Does the association have any of its own employees? If yes, does the association have Workers Compensation Insurance? Does the association have an employee manual?
Property Manager - Does the association use an independent property or community manager? If so, what is the name of the management company and who is the key contact? Is the manager on site or is it a portfolio manager?
Property Manager Indemnification - If there is an independent management company is there a written management agreement? If there is a written management agreement, is there a mutual indemnification provision or just a unilateral provision running in favor of the management company?
Property Manager Errors & Omissions - If there is an independent management company, does it have its own errors and omissions policy?
Property Manager Fidelity/Crime Insurance - If there is an independent management company handling the association's funds, does it have a fidelity crime policy? Does the association have Cyber Liability/ Data Breach Coverage?
Association Financials - Does the association have audited financials? If yes, obtain a copy of the most current audited financials. If not, does an independent accountant handle the finances? If not, who handles the finances?
Positive Fund Balance - Does the association’s current balance sheet show a positive fund balance? If there is a negative fund balance, what is the explanation?
23 24 25 26
Collections - Who handles the association's collections? Association? Attorney? Manager? General Counsel - Does the association have general counsel? If so, who? Elections - Has there been a challenge to the board election within the last 24 months? Developer – Is the developer on the board and/or control the board? Copyright © 2012 Joel W. Meskin
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CAI-CV Annual Awards and Monte Carlo Night
The Mad Hatter Ball Friday, January 25, 2019 5:30 p.m. Omni Rancho Las Palmas Resort & Spa
Chapter Awards Ceremony
A A W A R D S GA L
Specialty Cocktails Award-Winning Cuisine Unlimited Gambling
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TRIPLE SHOT BONUS SPONSOR AVAILABLE LIMIT 1
GRAND JACKPOT SPONSOR AVAILABLE LIMIT 1
FOOD SPONSORS CBCI Construction PrimeCo
SCHOLARSHIP SPONSOR BRS Roofing
CLAC SPONSOR Seacoast Commerce Bank
SPONSORSHIPS AVAILABLE AT WWW.CAI-CV.ORG
PLEASE SEND US YOUR AWARD NOMINATIONS
2018 CHAPTER AWARD NOMINATION FORM 2018 Mad Hatter Awards & Monte Carlo Night
3) Special Event Committee of the Year A CAI-CV event committee that has achieved a high level of success, reaching their committee goals and helping the chapter realize its vision. Choose from: Awards Committee for the January 26, 2018 Awards and Monte Carlo Night at Agua Caliente Bowling Committee for the June 29, 2018 Wild West Bowling Tournament at Palm Springs Lanes Business Partner Committee for the June 15, 2018 Summer Sizzler at the CAI-CV office and the December 7, 2018 Holiday Open House at Palm Valley Country Club Golf Committee for the April 27, 2018 Spring Golf Tournament at Desert Falls Country Club Oktoberfest Committee for the October 12, 2018 Oktoberfest at Sunshine Landscape Wine Committee for the March 23, 2018 Corks for CLAC at Shields Date Gardens and the July 19, 2019 Day at the Races at the Del Mar Thoroughbred Club
S AS TY
4) Operations Committee of the Year A CAI-CV operational committee that has achieved a high level of success, reaching their committee goals and helping the chapter reach its vision. Choose from the: CLAC Legislative Support Committee Communications Committee Education Committee Homeowner Leader Committee Membership Committee Professional Managers Committee Programs Committee Public Relations Committee Quorum Committee Volunteer Committee 5) Community Association Onsite Manager of the Year A CAI-CV onsite manager member who has worked to promote professionalism in the CID industry through their volunteer work with CAI. This award is for managers who are dedicated to serving only one community, regardless of their work location. NAME
6) Community Association Portfolio Manager of the Year A CAI-CV portfolio manager member who has worked to promote professionalism in the CID industry through their volunteer work with CAI. This award is for managers who serve more than one community.
2) Distinguished Service Award A CAI-CV member who has gone above and beyond to help the chapter meet its goals and objectives for 2018.
On Friday, January 25th, CAI-CV will host the 2018 Chapter awards ceremony. Each year, CAI-CV recognizes members who have provided outstanding service to the Chapter and industry. Please send us your nominations to be considered for these ten Chapter awards. Each nominee must be submitted on a separate form. Award recipients will be selected by a committee of the CAI-CV Board, committee leadership and the Chapter CED. Nomination forms must be turned in to the CAICV office by 5:00 p.m. on Friday, January 4, 2019 to be considered. They may be mailed to CAI-CV, 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211 or faxed to (760) 341-8443, or scanned and emailed to email@example.com.
1) Lifetime Achievement Award A CAI-CV member who has provided outstanding volunteer service to the chapter for multiple years. This member will have contributed substantially to the chapterâ€™s efforts to reach its vision and goals in the Coachella Valley.
Friday, January 25, 2019, 5:30 PM (Reservations available at CAI-CV.ORG) Omni Rancho Las Palmas Resort & Spa, Rancho Mirage
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7) Community Association CID of the Year A CAI-CV community association member that exemplifies excellence in common interest development (CID) operations, education and service to its homeowners and has participated in CAIâ€™s educational programs and fundraising efforts for CLAC. NAME
8) Homeowner Leader of the Year A CAI-CV homeowner leader member who promotes community association board level education and professionalism within the CID industry and who has helped CAI-CV reach its goals and vision. NAME
9) Business Partner of the Year A CAI-CV business partner member (company) that has provided time and resources to help the chapter reach its goals and objectives in 2018. NAME
10) Educated Business Partner of the Year A CAI-CV Educated Business Partner member (individual) who has provided time and resources to help the chapter reach its goals and objectives in 2018. NAME
THIS FORM IS ALSO AVAILABLE ONLINE AT WWW.CAI-CV.ORG. CAI-CV.org
CAI-CV Annual Legislative Update Educational Lunch Program & Mini Trade Show Friday, November 16, 2018
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CHAPTER EVENTS GUEST SPEAKERS Louie Brown, Jr., Esq.
CLAC Lobbyist Kahn Soares & Conway, LLP
Sandra Gottlieb, Esq., CCAL Senior Managing Partner Swedelson Gottlieb
Dirk Petchul, Esq. Partner Berding | Weil
PROGRAM BOOTH SPONSORS
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PEN SPONSOR Pacific Western Bank
SCHOLARSHIP SPONSOR Adam Stirling, PLC
THE CALIFORNIA LEGISLATIVE ACTION COMMITTEE (CLAC) HAD A TRIUMPHANT YEAR
CAI-CLAC 2018 Accomplishments
THANKS TO THE GRASSROOTS EFFORTS OF CAI MEMBERS
SB 1265 (WIECKOWSKI) – HOMEOWNER VOTING AND PRIVACY ISSUES, BOARD MEMBER QUALIFICATION LIMITS, VETOED AS INTRODUCED: This bill would have gutted homeowner privacy by allowing any owner to review and copy proxies and ballot envelopes with owners’ addresses and signatures. It would also have required community associations to post or mail the names of all owners eligible to vote, along with their assessor’s parcel numbers. The bill would have taken away associations’ rights to decide on qualifications to run for the Board. Associations would be forced to allow convicted felons to run for the Board unless the felony involved theft or embezzlement; they would be required to allow owners who haven’t paid their assessments to run for the Board anytime a payment plan is agreed to (and whether or not the owner is actually making payments), or if Internal Dispute Resolution has not been completed; and associations would have been prevented from allowing nonowners to run for the Board, regardless of what the bylaws said. Associations would have been barred from suspending any owner’s right to vote, regardless of provisions in the bylaws. The bill would also have required associations to begin preparing for their annual meetings five to six months in advance by imposing redundant notice requirements, and would have required owners to selfnominate at least 60 days before an election to appear on the ballot. POSITION: Opposed. CAI-CLAC mounted a successful grassroots effort to urge the Governor to veto the bill.
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RESULT: Gov. Brown vetoed the bill on September 30, 2018. INDUSTRY IMPACT: SB 1265 would have removed much of an association’s local control and imposed a once-size fits all approach, regardless of the desires of owners. The unintended consequences of this bill would have been worse than the abuses it attempted to cure. Voters would risk making their signatures and addresses open to photocopying by other owners. Associations would be compelled to allow convicted felons to run for the Board, but could not allow non-owners to run for the Board even if allowed by the bylaws. The bill would have eliminated associations’ rights to establish standards for voting, and it would have added more requirements for elections and self-nomination. CAI-CLAC is committed to good governance and fair elections while allowing members of California’s community associations to set rules and procedures that work for them.
SB 1128 (ROTH) – BOARD MEMBER QUALIFICATION LIMITS AND ELECTION BY ACCLAMATION, VETOED AS INTRODUCED: SB 1128 was intended to allow election by acclamation when certain procedures were followed, but was amended to include the overreaching candidate qualification and voting requirements also set out in SB 1265. SB 1128 would have allowed Board election by acclamation if: the association mailed (or emailed if the owner agrees) notice of the election and nomination procedure 30 days before nominations due date; the number of candidates did not exceed the number of
open Board seats; the Board introduced a resolution to elect the candidates by acclamation and then approved the resolution at least 28 days later at an open meeting; the Board allowed an additional 21-day self-nomination period when the resolution is introduced; and at the end of the 21-day period the number of candidates still was less than the number of open seats. POSITION: CAI-CLAC changed its position from Support to Opposed after the bill was amended to add the restrictions on candidate qualifications. CAI-CLAC then mounted a successful grassroots effort to urge the Governor to veto the bill. RESULT: Gov. Brown vetoed the bill on September 30, 2018. INDUSTRY IMPACT: The election by acclamation provisions would have benefitted associations which chose to implement them, but the impact on associations’ local control, and the imposition of a one-size-fits-all approach led to CAI-CLAC’s decision to oppose the bill. With the Governor’s veto, community association members will retain their right to establish reasonable qualifications to serve on the Board, and will not be saddled with complicated and invasive election requirements. CAI-CLAC will continue to advocate for laws that streamline election procedures.
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AS INTRODUCED: SB 261 will allow members who agree to receive email communications from community associations to send their agreement by email. It will also allow association Boards to adopt rules 28 days after sending them to members for review and comment, instead of 30 days.
RESULT: Signed into law, amending Civil Code Sections 4040 and 4360.
75100 Mediterranean Palm Desert CA 92211
SB 261 (ROTH) – REVIEW OF PROPOSED RULES, EMAIL COMMUNICATIONS
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ABOUT CLAC INDUSTRY IMPACT: This common sense bill will make association governance a little easier. It will make it possible for associations to adopt rules at the next monthly Board meeting after they are sent for comment, and will eliminate the need for owners to mail in their agreement and to communicate by email.
SB 721 (HILL) â€“ MANDATED INVASIVE TESTING FOR BALCONIES AND ELEVATED WALKWAYS COMMUNITY ASSOCIATIONS REMOVED FROM BILL AS INTRODUCED: SB 721 would have required community associations to inspect all balconies, stair landings, and other elevated wooden structures intended for people to occupy, every five years, and to correct any deficiencies immediately, or quickly. Invasive testing to inspect hidden components would have been required. POSITION: Opposed. RESULT: After over a year of grassroots efforts by CAI-CLAC, the bill was amended to remove community associations. It will now only impact rental apartments. INDUSTRY IMPACT: Community associations are already required to inspect major components every three years, and to disclose to members detailed information about the funds reserved to repair and replace those components. Moreover, associations are self-governed non-profit corporations, managed by the people who own and live in them. Eliminating a requirement that associations perform additional expensive testing will allow associations to use their funds to meet their other needs, and to avoid unnecessary and burdensome special assessments.
AB 2912 (IRWIN) â€“ ASSOCIATION FINANCIAL PROTECTIONS AS INTRODUCED: AB 2912 will help associations put financial protections in place by requiring fidelity bonds in an amount equal to the reserves plus three months assessments, covering dishonest acts by the manager, computer fraud and wire transfer fraud. It will also require Board approval for funds transfers over $10,000 or 5% of the total deposits, whichever is lower, and will require at least two Board members to review financials monthly. POSITION: CAI-CLAC sponsored this bill. RESULT: Signed into law, amending Civil Code Sections 5380 and 5500, and adding Sections 5501, 5502, and 5806, effective January 1, 2019. INDUSTRY IMPACT: One unscrupulous act can devastate a community association. This bill will protect associations and homeowners by requiring that associations have insurance coverage to protect against theft in an amount consistent with industry recommendations. It will also provide Boards the tools to monitor finances and, specifically, transfers of association funds.
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WHAT IS CAI-CLAC? The California Legislative Action Committee (CLAC) is a volunteer committee of the Community Associations Institute (CAI) consisting of homeowners and professionals serving community associations. CAI is the largest advocacy organization in America dedicated to monitoring legislation, educating elected state lawmakers, and protecting the interests of those living in community associations in California.
ABOUT THE ORGANIZATION • Is a non-profit, non-partisan committee comprised of two Delegates and one Liaison from each of the eight CAI California chapters. • Represents 13 million homeowners and property owners in more than 50,000 associations throughout California. • Is comprised of association homeowners, board members and the professional business partners that serve them. • Is NOT a PAC (Political Action Committee) and makes no financial campaign contributions. • Depends solely on the donations of the community associations, their boards of directors and those who serve HOA members.
CAI-CLAC’S MISSION To safeguard and improve the communit y associat ion lifest yle and property values by advocating a reasonable balance between state statutory requirements and the ability and authority of individual homeowners to govern themselves through their community associations.
If you are interested in joining CAI-CV’s CLAC Legislative Support Committee, please call the
Meet CAI-CV’s President-Elect Matt Lawton, CIC, CIRMS By Sierra Carr, CMCA
atthew Lawton is serving his second three-year term on the CAI-CV Board of Directors. He will become President of CAI-CV in 2020. Matt works for Prendiville Insurance Agency, which is the third largest Farmers Insurance Agency in the country. He has been working in the insurance industry for more than 15 years and specializes in homeowner associations insurance. Not only has Matt earned the Community Insurance and Risk Management Specialist (CIRMS) designation from CAI, but he has also attained the Certified Insurance Counselor (CIC) designation from the National Alliance, which is a comprehensive, five-year, commercial insurance program that covers all aspects of property and liability issues. Matt is the only insurance agent in California to have earned both insurance designations. When Matt isn’t speaking to local HOAs about insurance issues, he can be found conversing with board members at his own homeowners association. He is the Board President of Palm Court HOA in Rancho Mirage, which gives him a special appreciation for the hard work that volunteer community board members do for their associations. As a long-time member of CAI-CV, Matt has seen the Chapter go through many changes. He has been instrumental in the Chapter’s recent growth and refocus on education. Matt said, “Being a board member of the Chapter is not just about any one’s business – it is about all of our businesses and communities. I feel that we have done an outstanding job of leaving egos at the door and striving to develop programs that enhance our diverse membership and help build up our local communities.” Over the years, Matt has written numerous articles for HOA-related publications. He has also served on many CAI-CV committees, and he’s won several CAI-CV awards including Business Partner of the Year, Committee Chair of the Year, Member of the Year and Author of the Year. We are excited to have Matt serve in his new leadership position with the Chapter and look forward to his presidency in 2020. Sierra Carr, CMCA, is the Comptroller for Trilogy at La Quinta and works for FirstService Residential. She can be reached at (760) 702-3038 or by email at firstname.lastname@example.org.
office at (760) 341-0559. CAI-CV.org
Desert ARC . . . 60 Years of Championing The Rights of People with Developmental and Intellectual Disabilities in Our Community By Madeline Zuckerman
t all began some 60 years ago, when Desert Arc was established to provide social services including vocational training to people with developmental and intellectual disabilities in our community. Since that time, Desert Arc’s mission has always been to enhance the quality of life and create opportunities for people with disabilities. A core belief of the organization is that anyone who wants to work and has the ability to work, should have the opportunity to work. “Desert Arc has championed the rights of people with developmental and intellectual disabilities since 1959, and it is the only nonprofit within the desert communities serving the growing needs of these adults,” stated Richard Balocco, President/CEO of Desert Arc. “Currently, there are 698 people, ages 18 and older, who are enrolled in Desert Arc’s life-changing programs. These programs are designed to help people secure employment, have a safe place to come to every day, and to have interaction with others. And, most importantly, to reach their highest potential to live, work, and socialize within the community. Desert Arc is dedicated to social innovation, and to this end we have also created a variety of enterprises providing business services to area companies including our Shredding, Recycling, Landscape
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Maintenance, Janitorial, and Fulfillment Divisions. These are growing micro-businesses developed to provide a steady stream of earned income revenue to ensure the sustainability and future of Desert Arc. Pathways To Employment is the umbrella for our vocational, on-the-job training and supportive job placement service programs, working directly for Desert Arc or within our fellow employer network. We are making a difference in the lives of many people with disabilities, and our 60th Anniversary marks an important milestone for our human and social service organization. There is much to celebrate, each and every day at Desert Arc, and our 60th Anniversary is icing on the cake!” Balocco continued. An example of an inspiring Desert Arc success story can be found in a young man by the name of Alan. He came to Desert Arc in 2013 and joined its Vocational Services Program when he was 27 years of age from Mecca. He began his successful and fulfilling journey at Desert Arc first working in the Contracts Department. When an opening occurred in Desert Arc’s Janitorial Services Program, Alan quickly jumped on the opportunity to work in that department, proving to be a reliable and dependable janitorial team member. Alan is always smiling, and he constantly encourages his co-workers, and consistently works hard. A little over a year ago, Alan decided he wanted to expand his skill base and experience, and transferred to the Desert Arc Cafeteria Services Department, quickly becoming a lead server. Alan provides outstanding customer service, always with a positive attitude and a great sense of humor. He has worked hard and has now obtained his Food Worker’s Certificate, achieving a score of 94%! “When Desert Arc announced it would be offering an Independent Living Skills & Training Program (ILS), Alan was one of the first to start asking questions about it. He was very proactive in pursuing this program for himself, and when he began receiving the services, his excitement for ILS was contagious. Alan immediately began to broaden his horizons, joining Desert Arc’s Sports and Recreation Programs, developing new skills at home, and working to improve his health. In his first six months with ILS, Alan joined a community Zumba class, and also learned to prepare healthy meals, resulting in a 32 pound weight loss. “Desert Arc is very proud of Alan and the positive steps
THE NEXT CAI-CV EVENT SAVE THESE DATES FOR DESERT ARC’S UPCOMIMG EVENTS: January 22, 2019- Desert Arc’s Second Annual Recognition Awards Luncheon at Agua Caliente Casino Resort Spa. April 11, 2019 – Desert Arc’s 10th Annual Golf Classic at Eagle Falls Golf Course at Fantasy Springs Resort Casino.
he has taken in augmenting his independence!” stated Ruth Goodsell, Desert Arc’s Director of Client Services. Desert Arc offers a broad array of programs and services tailored to the unique needs of each and every person it serves. The three main divisions within Desert Arc consist of Vocational Programs, Licensed Programs, and Community Programs. Desert Arc’s main headquarters are located on Country Club Drive in Palm Desert, consisting of three buildings totaling 50,000 square feet of space. In addition, Desert Arc has a recycling center and bus yard in Indio, as well as a satellite facility in Yucca Valley. Goodsell notes, “Currently we have a fleet of 29 buses that provide 300 of our clients with free, daily, door-to-door bus service in the Coachella Valley and Morongo Basin. This vital transportation assistance program provided by Desert Arc affords people the opportunity to be picked up directly from their residence, versus curbside service, every morning Monday through Friday. Our buses take our clients to their respective Desert Arc program location in Palm Desert or Yucca Valley, or to their work employment site, and bring them back home at the end of the day, providing them with the means to get to and from home to work sites and volunteer opportunities each day.” Desert Arc’s robust transportation system logs over 54,000 miles and averages over 10,000 gallons of gas monthly! Some, but not all, of Desert Arc’s community business partners employing their clients include Eisenhower Health, Mario’s Italian Cafes, the City of Indio, Stutz Packaging, Palm Springs Disposal, Desert Springs Marriott, Palm Springs Hilton, Renaissance Indian Wells, JFK Hospital, Hi-Desert Medical Center, CV Link, Children’s Discovery Museum, and The Annenberg Foundation Trust at Sunnylands. If you would like to help and/or lend financial support please call 760- 346-1611 or visit www.desertarc.org Madeline Zuckerman, is owner of M. Zuckerman Marketing & Public Relations, Inc., a full service marketing communications agency she founded over 35 years ago. The firm has two offices located in Rancho Mirage and Newport Beach, California. She can be reached at Madeline@zuckerman-marketing.net or at 760-328-2880.
rade Sho and Mini T m ra g ro P l Lunch ntry Club Educationa Valley Cou lm a P 9 1 0 2 , January 11
! S K A E P S I MIM aldson Mimi Don
Author of four books including Pitch Perfect: Speak to Grow Your Business in 7 Simple Steps Captivating speaker who has shared the stage with Colin Powell, Katie Couric and Suze Orman Visiting Professor at Harvard University’s Center for Public Leadership Speech Coach for TED Talks Illustrious HR Career at Disney, Northrup and Rockwell
Beyond Mars & Venus: Bridging the Communication Gap Do you ever feel people are speaking a different language when they’re not? Do you find yourself frustrated with people who have organizational styles different than yours? Your effectiveness as a professional is only as good as your ability to work with all kinds of styles. Mimi Donaldson presents enlightening and hilarious insights on the differences in communication among team members and clients. Mimi’s upbeat presentation focuses on how to stop blaming the person whose style is different and how to start bearing it with a grin. CAI-CV.org
Tips for Keeping a Five-Star Resort Appearance for Your Association By Paul Roide
oachella Valleyâ€™s weather takes a toll on association common areas. Extreme heat, wind, dust and monsoonal rains can negatively impact the look and usability of gyms, BBQ's, pools and other common area facilities. Scheduling regular maintenance of these assets will help preserve property values and bring pride of ownership and contentment to homeowners. Here are some best practices you will find at five-star resorts. Create your own five-star cleaning schedule and stock up on the proper supplies.
CLEAN OUTDOOR FURNITURE EVERY SIX MONTHS Cleaning outdoor furniture helps to preserve the fabrics and plastics found in chairs, loungers and tables. Start by washing the furniture with a mild soap and water, removing dust and grit. Follow up with a good cleaner and scrub brush on any stains. After the furniture has had a time to dry out, apply a preserving solution with silicon to keep plastics and fabrics soft and help prevent stains. Make sure your cleaning solution has a UV protector to prevent sun fading. For outdoor wood furniture, use a wood cleaner like Orange Glo and then use Murphy Soap Oil to seal the wood from future stains. Goo Gone works well to remove gum. Use Windex on glass table tops immediately after washing to prevent hard water spots.
CLEAN CONCRETE DECKS AND SIDEWALKS ANNUALLY
your grills after each use. Attach a brush to the BBQ and a post a sign encouraging users to clean up after themselves. Weber grill and grate cleaners work very well. For food safety issues, grills need a thorough cleaning at least once a week. If the outside of the BBQ is stainless steel, use a cleaner like Magic once a week to insure a long life and an attractive setting. If it is a coated metal, then use a general-purpose surface cleaner like 303.
POOLSIDE BATHROOMS Bathrooms should have self closing doors to keep out the heat. Reduce the moisture in the bathroom by providing good ventilation and keeping the fan filter clean and free of dust. Most bathrooms have floor drains. Use a drain cover when the bathroom is not in use to prevent insects from entering the bathroom. Bathrooms need an air freshener and it should be replaced once a month to maintain a nice smelling space. Sinks should be scrubbed with a cleanser and a pad and rinsed and wiped. Toilets should be brushed with a cleanser and a cleaning stone to remove hard water deposits from inside the toilet. Follow with a cup of bleach after each cleaning and let it stand in the bowl for ten minutes before flushing. Mirrors and glass surfaces should be cleaned with Windex at least weekly.
Clean concrete decks and walkways are an important part of any common area aesthetics. Overspray from sprinklers leaves hard water deposits and erodes the supporting dirt. Pooling overspray can also lead to mold growth and slippery walkways. Use a power washer and add vinegar to the solution to remove hard water deposits. You may need to use metal brushes on mold and slippery areas. Grease stains call for a degreaser like Zep Citrus. Let it soak in for a few hours before you power wash. The degreaser should lift the grease but for heavier stains from BBQ meats and car oil drips, try a metal brush.
No one wants to do their laundry in a dirty appliance. Keeping washers and dryers clean requires daily maintenance. Having a sign asking people to clean up after each use is helpful, and make sure to have trash cans for laundry waste nearby. Encourage users to email any laundry room problems to the management company so that maintenance can be done as needed. Laundry areas should be thoroughly cleaned twice a week by wiping down the machines, removing all trash and vacuuming and moping floors. Walls should also be wiped to remove dryer dust. Having an air freshener in this space is also a good idea as well as maintaining good ventilation. Make sure that dryer exhaust flows without resistance to the outside and clean the filters at least once a month.
CLEAN BARBEQUES WEEKLY
To ensure that grease and fat deposits from barbequed meats donâ€™t interfere with good heat transfer, brush down
Meeting rooms should be thoroughly cleaned and vacuumed after every function, especially if food and drinks are served.
Quorum December, 2018
MAINTENANCE You can build these costs into your room fees. If the facility has a kitchen use a good cleaner on the sinks and counter tops and make sure all appliances are working well and are clean just like you would in your own home. If the floors are tile be sure to clean the grout and tile every two or three years to keep it looking fresh and appealing.
GYM AREAS Exercise areas should be thoroughly cleaned at least once a week. Equipment should be wiped down with antibacterial wipes weekly. Adding antibacterial wipe dispensers encourages users to wipe down equipment after each use.
CLEANUP AFTER GARDENERS/POOL SERVICE Schedule pool service after gardeners are done to prevent debris from blowers going into the pool. Make sure to schedule an inspection of your common areas after gardeners and pool service personnel have completed their work. Chances are that you will need to do some regular cleanup after they are done.
CONSTRUCTION CLEANUP When collecting bids for construction work or even general maintenance, make sure your contracts include provisions for daily site cleanup. Daily inspections are important to make sure there are no hazards that could cause harm to residents or other common area assets.
WINDOWS Itâ€™s not just the glass that needs to be kept clean. Make sure your window sills are dusted regularly, and screens are cleaned and repaired when needed. Louvers, shutters and blinds need to be cleaned carefully with a non-oil-based product. Consider hiring a window and shutter cleaning service once a year to do a deep cleaning so that weekly cleaning will be easier.
SUMMARY Scheduling regular and proper cleaning of common area assets will help give your community that awesome resort look. You will save money by extending the life of furniture and appliances and keeping common areas fresh and clean will help preserve and even increase property values. Take the time to create a detailed cleaning matrix for common areas. If you do not have suitable staff to perform these tasks, consider budgeting for a professional cleaning service. Paul Roide is a co-owner of HOA Cleaning From The Heart, a full service HOA cleaning company. Paul can be reached at (760) 774-1304 or email@example.com.
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Quorum December, 2018
42-635 Melanie Place, Suite 103 Palm Desert, CA 92211 760.346.1161
2019 CAI-CV Leadership
BOARD OF DIRECTORS
HOMEOWNER LEADER COMMITTEE
President: Mike Traidman, Mira Vista at Mission Hills HOA President-Elect: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency Past-President: Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC Treasurer: Jolen Zeroski, CMCA, Union Bank HOA Services Secretary: Dea Franck, Esq., Epsten Grinnell & Howell, APC Director Cardinal Ambrose, PCAM, Vintage Group Director Micha Ballesteros, Flood Response Director Rhonda Drews, PCAM, Associa Desert Resort Management Director Gerard Gonzales, Albert Management, Inc. Director Phyllis Harkins, CMCA, AMS, Portola Country Club Director Louise Stettler, Palm Valley Country Club HOA
Chair: Bruce Latta, CMCA, Parc La Quinta HOA Co-Chair: Sabina Dorn, St. Augustine Community Association Board Liaison: Mike Traidman, Mira Vista at Mission Hills HOA
2019 AWARDS & MONTE CARLO NIGHT (JANUARY 24, 2020)
MEMBERSHIP COMMITTEE Chair: Holly Smith, CMCA, PowerStone Property Management Co-Chair: Rick Cech, CMCA, Roof Asset Management Board Liaison: Matt Lawton, CIRMS, Prendiville Insurance Agency
OKTOBERFEST COMMITTEE (OCTOBER 25, 2019) Chair: Holly Smith, CMCA, PowerStone Property Management Co-Chair: Carlos Contreras, Sunshine Landscape Board Liaison: Jolen Zeroski, CMCA, Union Bank
PAST PRESIDENTS COMMITTEE
Chair: Loni Peterson, PCAM, Associa Desert Resort Management Co-Chair: Trish Forte, AMS, Albert Management, Inc. Board Liaison: Mike Traidman, Mira Vista at Mission Hills
Chair/Board Liaison: Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC
BOWLING COMMITTEE (JUNE 28, 2019)
Chair: Lisa Glogow, AMS, PowerStone Property Management Co-Chair: Loni Peterson, PCAM, Associa Desert Resort Management Board Liaison: Cardinal Ambrose, PCAM, Vintage Group
Chair: Rob Winkle, Roof Asset Management Co-Chair: Micha Ballesteros, Flood Response Board Liaison: Gerard Gonzales, Albert Management, Inc.
BUSINESS PARTNER (SUMMER SIZZLER JUNE 7, 2019) Chair: Ronda Henry, SERVPRO of Palm Desert Co-Chair: Randy Mitchell, Conserve LandCare Board Liaison: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency
CLAC LSC Chair: Sue Anderson, Adams Stirling, PLC Co-Chair: Gloria Kirkwood, PCAM, Palm Valley Country Club HOA Board Liaison: Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC
CA CLAC REPRESENTATION Delegate: Christina Baine DeJardin, Esq., Delphi Law Group, LLP Delegate: Clint Atherton, PCAM, Outdoor Resort Palm Springs Liaison: Gloria Kirkwood, PCAM, Palm Valley Country Club HOA
COMMUNICATIONS COMMITTEE Chair: Ron DiGrandi, Pure-Community Co-Chair: Allison LeBoeuf, Sherwin Williams Paint Co. Board Liaison: Micha Ballesteros, Flood Response
EDUCATION COMMITTEE Chair: Steven Shuey, PCAM, Personalized Property Management Co-Chair: Rhonda Drews, PCAM, Associa Desert Resort Management Board Liaison: Dea Franck, Esq., Epsten Grinnell & Howell, APC
GOLF COMMITTEE (APRIL 26, 2019) Chair: Dan Farrar, AMS, FirstService Residential Co-Chair: Micha Ballesteros, Flood Response Board Liaison: Jolen Zeroski, CMCA, Union Bank
PROFESSIONAL MANAGER COMMITTEE
PROGRAMS COMMITTEE Chair: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Co-Chair: Mary Walker, AMS, Millennium Community Management Board Liaison: Louise Stettler, Palm Valley Country Club HOA
PUBLIC RELATIONS COMMITTEE Chair: Karen Tillotson, AMS, FirstService Residential Co-Chair: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Board Liaison: Mike Traidman, Mira Vista at Mission Hills HOA
QUORUM COMMITTEE Chair: Jennifer James, Esq., Green Bryant & French, LLP Co-Chair: Rodney Bissell, Bissell Design Studios Inc. Board Liaison: Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC
VOLUNTEER COMMITTEE Chair: Lily Ortega, Pro Landscaping, Inc. Co-Chair: Wendy Cross, AMS, PowerStone Property Management Board Liaison: Phyllis Harkins, AMS, Portola Country Club
WINE TASTING & RACING COMMITTEE (CORKS FOR CLAC MARCH 29, 2019 & DAY AT THE RACES JULY 18, 2019) Chair: Rick Cech, CMCA, Roof Asset Management Corks for CLAC Co-Chair: Clint Atherton, PCAM, Outdoor Resort Palm Springs Day at the Races Co-Chair: Gary Butler, Asphalt MDâ€™s Board Liaison: Louise Stettler, Palm Valley Country Club HOA
2019 STANDING COMMITTEES CAI-CV won CAI National’s 2016 Leadership Award for their Committee Leadership Development & Training Program CAI-CV won CAI National’s 2017 Leadership Programing Award for its Energize, Educate and Elevate Initiative
AWARDS AND MONTE CARLO COMMITTEE 2018 Annual Awards Night, JAN 25
The Awards and Monte Carlo Committee is responsible for planning CAI-CV’s annual awards event where members who have gone above and beyond in their service to the chapter are honored. The committee finds a venue, chooses a theme, and is responsible for the decorations, menu, gaming, entertainment and invitations. The CAI-CV Board administers the awards portion of the evening.
BOWLING COMMITTEE Annual Bowling Tournament, JUN 28
The Bowling Committee is responsible for developing and implementing a social fundraising event annually to assist with funding the CAI-CV Chapter. The Bowling Committee chooses the venue and administers all of the logistics for the event, including finding sponsors, invitations, programs, marketing, food, bar and registrations.
BUSINESS PARTNER COMMITTEE Summer Sizzler, JUN 7 Holiday Open House, DEC 6
The Business Partner Committee is responsible for fostering relationships between business partners and other members of CAI-CV. The Business Partner Committee works with the CAI-CV Board, other committees and the chapter’s membership to develop networking opportunities for business partners. This committee also recruits new business partners and provides mentoring to new business partner members. The Business Partner Committee will host the Summer Sizzler event in conjunction with the Education Committee’s MOTR event. The committee will also host CAI’s Educated Business 34
Quorum December, 2018
Partner course for all CAI-CV business partners interested in achieving a CAI national distinction. The Holiday Open House is the chapter’s main charity event and is held in conjunction with the Education Committee’s MOTR and BMW events.
CALIFORNIA LEGISLATIVE ACTION COMMITTEE – COACHELLA VALLEY LEGISLATIVE SUPPORT COMMITTEE (CLAC-CVLSC) Winner of CAI National’s 2016 Public Affairs Award
The California Legislative Action Committee – Coachella Valley Legislative Support Committee (CLAC-CVLSC) is the local committee responsible for supporting the efforts of CAI’s statewide and national legislative action committees. CLAC-CVLSC provides two delegates and one liaison who represent the chapter on the California Legislative Action Committee (CLAC). The CLAC-CVLSC is responsible for monitoring CLAC’s activities, legislation and regulations, legislative outreach efforts and grassroots involvement sponsored by the statewide or national legislative action committees. CLAC-CVLSC organizes legislative information to be included in Quorum Magazine, and to be disseminated to CAI-CV’s members. They also organize grassroots meetings with elected officials in their Coachella Valley district offices. The CLAC-CVLSC is responsible for managing the chapter’s Buck-a-Door campaign, a fundraising effort to support CLAC in Sacramento. The Buck-a-Door campaign raises funds directly from community associations.
COMMUNICATIONS COMMITTEE The Communications Committee focuses on expanding the chapter’s social media capabilities. They also oversee the chapter’s website and electronic directory, help develop the APP for CAI-CV, and assist CAI-CV event committees with preparing annual communications plans.
EDUCATION COMMITTEE Winner of CAI National’s 2017 Member Services Award for MOTR CAI National Courses: FEB 28-MAR 1 M202, MAR 21-22 M-205, MAY 16-17 M-204, AUG 22-23 M-201, SEP 6 M-203, NOV 21-23 M-100, DEC 12-13 M206;CA CID Law Course OCT 11; MOTR FEB 1, APR 5, JUN 7, AUG 2, OCT 4, DEC 6; Assistant MOTR MAR 1, MAY 3, JUL 12, SEP 27, NOV 1; BMW FEB 22, MAR 29, APR 9, MAY 14, JUN 11, SEP 10, OCT 8, NOV 12; BLDW DEC 6; EBP AUG 16.
New in 2019, CAI-CV is offering all of CAI National’s M-100 and M-200 Courses and the CA CID Law Course.
New in 2019, CAI-CV is offering Manager on the Run programs for Assistant Managers!
The CAI-CV Education Committee is responsible for monitoring the educational needs of chapter members. Working with the national office of CAI, they schedule appropriate classes in the Coachella Valley and nearby areas. These educational courses include classes required by CAI to receive manager certifications and designations, and the Manager on the Run (MOTR) and the new Assistant Manager on the Run (AMOTR) programs that provide managers and assistant managers with continuing education units. The committee is responsible for the new HOA Board Basic Training, the Board Member Workshops (BMW) and the Board Leadership Development Workshop (BLDW) program that provides professional education to volunteer board members. The Education Committee also oversees the Educated Business Partner (EBP) program and works with the national office of CAI to ensure our chapter has the latest CAI educational publications. It develops articles for Quorum Magazine and publishes the class schedule and list of publications. The Education Committee also oversees the CAI-CV Scholarship Fund that helps CAI members achieve their educational goals by providing financial assistance through the CAI-CV scholarship program.
Meet Our Chapter Leadership – Public Relations Chair, Julie Balbini, Esq. By Sierra Carr, CMCA Julie Balbini, Esq., has been a full-time attorney for almost eighteen years. Before joining Fiore Racobs & Powers a little over two years ago, Julie's legal focus was primarily in business and real estate law. As a new attorney with Fiore Racobs & Powers, she joined CAI to learn more about the CID industry and to meet other individuals in the industry. She is the current Chair of the Public Relations Committee and Co-Chair of the Programs Committee. Beginning in January, she will be switching to Chair of the Programs Committee and staying on as Co-Chair of the Public Relations Committee. Her family moved to the Valley in 1990, settling in Rancho Mirage, and she eventually moved to the desert full-time in 2002. Her father was the director of pathology at Desert Regional Medical Center in Palm Springs, and her mother is a writer. This past July, Julie and her husband of nearly three years, Francesco, had their first baby, Leonardo. Fun fact: Francesco is from Italy! She is grateful for many things, but Leonardo tops the list above all else. Believing she had reached an age when a child wasn’t an option, her miracle baby boy came into her and Francesco’s lives at the end of July this year. In 2000, Julie received her Juris Doctor Degree (J.D.) from UCLA School of Law and was admitted to the State Bar of California in December of the same year. Prior to that, she graduated cum laude from Pomona College with a bachelor's degree in theatre. Prior to becoming a lawyer, she lived in New York for four years, working in theater on and off-Broadway. However, being a full-time attorney has not hindered her passion for theatre! In her leisure time, Julie has been performing in productions for several different local theatre companies, pursuing her hobbies of singing and performing in live theatre. She is a multiple Desert Theatre League award-winner and has done Open Call at the McCallum Theatre several times, winning Best Vocalist in 2009, the Grand Prize in 2010, hosting it in 2011, and then opening the show in 2014. An accomplishment she considers significant in her life is producing the Annual Bird Awards and Distinguished Judges Night for the Desert Bar Association for the past 10+ years. During her tenure as producer, the event has been hugely successful and highly regarded. One of Julie’s favorite childhood memories occurred when she was 12 years old; she and her father took a trip to Lake Powell. They flew to Lake Powell in a single engine Cessna piloted by her father. They spent an entire week in a rented motorboat exploring the lake, fishing, reading books, eating beef jerky, Ritz crackers and Cheese Whiz, and drinking root beer. Julie says, “It was heaven!” Sierra Carr, CMCA, is the comptroller for Trilogy at La Quinta and works for FirstService Residential. She can be reached at (760) 702-3038 or by email at email@example.com. CAI-CV.org
GOLF COMMITTEE Spring Golf Tournament, APR 26
The CAI-CV Golf Committee is responsible for developing the chapter’s golf fundraising activities. This committee plans the annual golf tournament, sets the date, inspects and chooses a course, develops the day’s activities and marketing opportunities, sends out invitations and administers the event. The Golf Committee works to create an environment where all CAI-CV members are welcome and can participate. Members and their guests are encouraged to have a great time while networking and building relationships.
HOMEOWNER LEADER COMMITTEE The Homeowner Leader Committee focuses on expanding CAI-CV services to community board members and volunteers. With the objective of educating more boards, the committee is responsible for developing and maintaining contact information for non-member Valley associations and their boards so that CAI-CV can invite them to our educational programs. The committee works with the Membership Committee on outreach efforts and the Educational Committee on developing curriculum for CAI-CV’s new Board Basic Training that is offered free to boards regularly during the year. They also work to customize the Board Member Workshops (BMWs), and the Board Leadership Development Workshop training offered by CAI so they are aligned with California requirements. This committee is responsible for developing online copyright-free newsletter content for Valley associations and for providing a liaison to help coordinate CAI-CV efforts with other community board member organizations.
Quorum December, 2018
MEMBERSHIP COMMITTEE Winner of CAI National’s 2013 Best Net Retention Award and the 2015 Membership Drive Award New Member Orientation, JUN 21
The CAI-CV Membership Committee is responsible for promoting and strengthening the chapter’s relationship with existing members, as well as supporting efforts to recruit new members. The committee members serve as ambassadors for the chapter at CAI-CV events. Ambassadors identify and greet new members at CAI-CV functions and help them to maximize their participation with CAI-CV. The Membership Committee also hosts the New Member Orientation and administers CAI-CV’s recruitment program for all CAI-CV members.
OKTOBERFEST COMMITTEE Annual Oktoberfest Celebration, OCT 25
The Oktoberfest Committee is responsible for developing and implementing this fundraising event to assist with funding the CAI-CV Chapter. The Oktoberfest Committee chooses the venue and administers all the logistics for the event, including finding sponsors, invitations, programs, marketing, food, bar and registrations.
PROFESSIONAL MANAGER COMMITTEE Working closely with Valley management companies, the Professional Manager Committee focuses on developing a clear community management career path. The committee focuses on expanding the chapter’s education for managers and encouraging managers to obtain CAI designations. The committee works with the College of the Desert, Cal State University San Bernardino and UC Riverside to explore ways to recruit new managers by connecting CAI education to currently taught college courses. The committee looks for ways to grow membership and provide more services to current manager members.
PROGRAMS COMMITTEE Educational Lunch Program & Mini Trade Show: JAN 11, FEB 8, MAR 8, APR 19, MAY 10, JUN 14, SEP 20, OCT 18, NOV 15 (Legislative Update)
The Programs Committee is responsible for planning and executing nine educational programs and mini trade shows in 2019. These events are developed to provide education to all CAI-CV members. The programs cover topics related to industry trends, best practices and significant issues that impact common interest developments. In November, the Programs Committee hosts the annual Legislative Update, at which CAI-CV members are invited to hear presentations about regulatory and legislative activity and new case law. All of these programs are sanctioned by CAI’s national office, allowing managers to receive continuing education units (CEUs) for attending each luncheon. The Programs Committee secures speakers, venues and prepares the marketing materials for all the program events.
PUBLIC RELATIONS COMMITTEE Winner of CAI National’s 2015 Leadership Award
The CAI-CV Public Relations Committee is responsible for fostering relationships and developing programs that raise the visibility of CAI-CV as the authority on common interest developments in the Coachella Valley. The committee is responsible for developing a media plan, organizing spokespersons and building relationships with key media. The committee also seeks out opportunities to build relationships with local government, chambers, and companion industries such as real estate and building.
QUORUM COMMITTEE Winner of CAI National’s 2015 Membership Services Award
The Quorum Committee is responsible for publishing the chapter’s monthly magazine. This committee monitors CAI-CV events, educational
opportunities, industry issues, state and federal legislation, and trends impacting common interest communities. The committee develops a story list for each issue and then works with the appropriate experts to gather information, develop and write articles, and edit and proof the publication before it is published. Each committee member is assigned specific tasks including investigation, interviewing experts, writing articles, proofing and editing. The Quorum Committee works with the CAI-CV events committees to develop marketing ads to place in Quorum. The committee works with business partners and management companies as well to develop and properly place advertising in each issue.
the Palm Springs ®
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
VOLUNTEER COMMITTEE The Volunteer Committee is responsible for providing volunteers to help administer CAI-CV events. The Volunteer Committee works with the board and the CAI-CV office to develop registration procedures that make attending CAI-CV events easy and enjoyable. Volunteer Committee members provide assistance with registration, collecting payments, organizing and handing out nametags, setting up and striking events, and developing and delivering hand-outs to event participants.
WINE TASTING AND RACING COMMITTEE Corks for CLAC, MAR 29
The Wine Tasting and Racing Committee is responsible for developing and implementing two fundraising events annually to assist with funding CAI-CV’s commitment to the California Legislative Action Committee (CLAC). These funds help CLAC continue their efforts to identify, track and lobby legislation that impacts common interest developments (CIDs). The Wine Tasting and Racing Committee chooses the venues and administers all the logistics for the events, including finding sponsors, marketing, silent auction, food and wine selections and registrations. CAI-CV.org
ABOUT CAI CALIFORNIA
JOIN A CAI-CV COMMITTEE
2019 VOLUNTEER FORM
Join CAI-CV’s volunteer leadership team by becoming a member of a committee. Committee members have the opportunity to build lasting relationships with CAI-CV members from every membership class. Committee members help raise funds, promote education and work to make CAI-CV the best place to network in the Coachella Valley. If you are enthusiastic, energetic, a good team player and have the time to volunteer, we want you on one of our committees!
• • • •
The committee chair and co-chair will be appointed by the CAI-CV Board. Committee members will be appointed by the committee chair. A CAI-CV Board member will serve on each committee. Committees will strive to include representatives from each CAI membership class. The CAI-CV executive director will be a non-voting member of each committee. Committee members are CAI Coachella Valley (CV) members in good standing. Committee members may be removed from a committee if they miss two or more meetings (all meetings are available via conference call). Committee members may serve on a committee for up to three one-year terms (exceptions may be granted by the board). Committee members serve at the pleasure of the board and may be asked to move to another committee or to step down from a committee at any time.
Name Street Address City
• • • •
• Each committee will have a budget approved by the board. • Committees will seek board or executive director approval before signing contracts or expending CAI-CV funds.
Work Phone Cell Phone E-Mail Address
COMMITTEE SELECTION Please list the committee(s) where you believe your service can be most beneficial to you and the chapter. You may request to serve on more than one committee. 1. 2. 3.
SPECIAL SKILLS OR QUALIFICATIONS If you have special skills that you want considered by the committee chairs, please list them here:
I understand the two-hour per month time commitment required to serve on a CAI-CV committee(s) and I have read and understand the responsibilities of committees and their members.
• Committee chairs and co-chairs will complete committee chair training. • Committees will develop goals and objectives to submit to the board. • Committees will schedule 2019 meetings on the master calendar by the end of January 2019. • Committees will hold their meetings at the CAI-CV office. • Committees will inform the board of important actions and activities through written reports to the board as needed. • Committees will establish an annual communications plan that will include a schedule for mailings, e-blasts, media and social media. • Committees will appoint one member to serve as secretary for taking notes at meetings, keeping track of actionable tasks, sending out meeting notices and tracking attendance at committee meetings. • Committee chairs will lead the meetings. • Committee chairs will delegate actionable tasks. • Committee members commit to serving on a committee for a one-year term. • Committee members will support the decisions of the committee and CAI-CV Board, even if they disagree.
Please return this form to the chapter office.
Coachella Valley Chapter 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 P (760) 341-0559 • F (760) 341-8443 • firstname.lastname@example.org • www.cai-cv.org www.facebook.com/CAICV
Quorum December, 2018
CAI is a professional association representing Community Association Board Members and Volunteers, Managers of Community Associations, and Business Partners.
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NEW! CAI-CV WILL OFFER CAI’S M-100 AND ALL M-200 COURSES IN THE CAI-CV CLASSROOM 2019!
• LOCAL CHAPTER & NATIONAL EVENTS & COURSES – BLUE • SOUTHERN CA COURSES & NATIONAL EVENTS – GREEN
• HOLIDAYS – CAI-CV OFFICE CLOSED – RED • (CEU) = CONTINUING EDUCATION UNITS
COMMUNITY ASSOCIATIONS INSTITUTE - COACHELLA VALLEY
MONDAY - TUESDAY FRIDAY FRIDAY MONDAY WEDNESDAY - SATURDAY FRIDAY TUESDAY THURSDAY - SATURDAY
NEW YEAR’S - HOLIDAY LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI-CV BOARD STRATEGIC PLANNING MARTIN LUTHER KING DAY - HOLIDAY CAI’S NA LAW SEMINAR - NEW ORLEANS (CEU) MAD HATTER AWARDS & MONTE CARLO NIGHT CAI-CV BOARD MEETING CAI’S M-100: THE ESSENTIALS - OXNARD (CEU)
31-2 1 8 8 15 18 22 26 28 - 1 28-1 28-2
THURSDAY - SATURDAY FRIDAY FRIDAY FRIDAY FRIDAY MONDAY FRIDAY TUESDAY THURSDAY - FRIDAY THURSDAY - FRIDAY THURSDAY - SATURDAY
CAI’S M-100: THE ESSENTIALS - OXNARD (CEU) MANAGER ON THE RUN (MOTR) (CEU) LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI’S M-202: COMMUNICATIONS - LOS ANGELES (CEU) CAI-CV COMMMITTEE LEADERSHIP TRAINING PRESIDENTS’ DAY - HOLIDAY BOARD MEMBER WORKSHOP: RICHARDSON/OBER CAI-CV BOARD MEETING CAI’S M-202: COMMUNICATIONS - PALM DESERT (CEU) CAI’S CASE STUDY - SAN DIEGO (CEU) CAI’S M-100: THE ESSENTIALS - SANTA ANA (CEU)
28 -1 28-1 28-2 1 7-8 8 15 21-22 26 29 29
THURSDAY - FRIDAY THURSDAY - FRIDAY THURSDAY - SATURDAY FRIDAY THURSDAY - FRIDAY FRIDAY FRIDAY THURSDAY - FRIDAY TUESDAY FRIDAY FRIDAY
CAI’S M-202: COMMUNICATIONS - PALM DESERT (CEU) CAI’S CASE STUDY - SAN DIEGO (CEU) CAI’S M-100: THE ESSENTIALS - SANTA ANA (CEU) ASSISTANT MANAGER ON THE RUN (CEU) CAI’S M-380: LITIGATION - LOS ANGELES (CEU) LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI’S M-202: COMMUNICATIONS - SAN FRANCISCO (CEU) CAI’S M-205: RISK MANAGEMENT - PALM DESERT (CEU) CAI-CV BOARD MEETING BOARD MEMBER WORKSHOP: ASK THE ATTORNEY CORKS FOR CLAC WINE TASTING
5 8-9 9 12 19 26 30
FRIDAY MONDAY – TUESDAY TUESDAY FRIDAY FRIDAY FRIDAY TUESDAY
MANAGER ON THE RUN (MOTR) (CEU) CAI’S DAY AT THE CAPITOL - SACRAMENTO (CEU) BMW, HOA BOARD BASIC TRAINING CAI’S M-202: COMMUNICATIONS - SANTA ANA (CEU) LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI-CV ANNUAL SPRING GOLF TOURNAMENT CAI-CV BOARD MEETING
3 10 14 15-17 16 -17 27 28
FRIDAY FRIDAY TUESDAY WEDNESDAY - FRIDAY THURSDAY - FRIDAY MONDAY TUESDAY
ASSISTANT MANAGER ON THE RUN (CEU) LUNCH PROGRAM & MINI TRADE SHOW (CEU) BMW, HOA BOARD BASIC TRAINING CAI’S NA CONFERENCE - ORLANDO, FL (CEU) CAI’S M-204: GOVERNANCE - PALM DESERT (CEU) MEMORIAL DAY - HOLIDAY CAI-CV BOARD MEETING
6-7 7 7 11 14 21 21 25 27-28 28 28
THURSDAY - FRIDAY FRIDAY FRIDAY TUESDAY FRIDAY FRIDAY FRIDAY TUESDAY THURSDAY - FRIDAY FRIDAY FRIDAY
CAI’S M-205: RISK MANAGEMENT - SANTA ANA (CEU) MANAGER ON THE RUN (MOTR) (CEU) CAI-CV ANNUAL SUMMER SIZZLER BMW, HOA BOARD BASIC TRAINING LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI-CV NEW MEMBERSHIP ORIENTATION CAI’S M-203: LEADERSHIP - LOS ANGELES (CEU) CAI-CV BOARD MEETING CAI’S M-206: FINANCIAL - RIVERSIDE (CEU) CAI’S M-201: FACILITIES - SANTA ANA (CEU) CAI-CV ANNUAL BOWLING TOURNAMENT
31-1 11 18 21 23-26 25 29 31-2
75410 GERALD FORD DRIVE, SUITE 102 PALM DESERT, CA 92211
4-5 11-13 12 12 18 26 30
THURSDAY - FRIDAY THURSDAY - SATURDAY FRIDAY FRIDAY THURSDAY FRIDAY TUESDAY
INDEPENDENCE DAY - HOLIDAY CAI’S M-100: THE ESSENTIALS - SANTA ANA (CEU) CAI’S M-202: COMMUNICATIONS - SAN DIEGO (CEU) ASSISTANT MANAGER ON THE RUN (CEU) CAI-CV DAY AT THE RACES - DEL MAR (CEU) CAI’S CA CID LAW COURSE CAI-CV’S BOARD MEETING
1-3 2 8-9 16 22-23 22-23 27
THURSDAY - SATURDAY FRIDAY THURSDAY - FRIDAY FRIDAY THURSDAY - FRIDAY THURSDAY - FRIDAY TUESDAY
CAI’S M-100: THE ESSENTIALS - LOS ANGELES (CEU) MANAGER ON THE RUN (MOTR) (CEU) CAI’S M-204: GOVERNANCE - SAN FRANCISCO (CEU) EDUCATED BUSINESS PARTNER COURSE CAI’S M-201: FACILITIES - PALM DESERT (CEU) CAI’S M-206: FINANCIAL - SANTA ANA (CEU) CAI-CV BOARD MEETING
2 6 10 11-13 17 20 24 27 27
MONDAY FRIDAY TUESDAY WEDNESDAY - FRIDAY TUESDAY FRIDAY TUESDAY FRIDAY FRIDAY
LABOR DAY - HOLIDAY CAI’S M-203: LEADERSHIP - PALM DESERT (CEU) BMW, HOA BOARD BASIC TRAINING CAI’S LARGE SCALE WORKSHOP CAI-CV’S CAREER OUTREACH LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI-CV BOARD MEETING CAI’S M-203: LEADERSHIP - SANTA ANA (CEU) ASSISTANT MANAGER ON THE RUN (CEU)
2-5 4 8 11 14 18 25 29 31-2
WEDNESDAY - SATURDAY FRIDAY TUESDAY FRIDAY MONDAY FRIDAY FRIDAY TUESDAY THURSDAY-SATURDAY
CAI’S MANAGEMENT CO. CEO RETREAT (CEU) - LA QUINTA MANAGER ON THE RUN (MOTR) (CEU) BMW, HOA BOARD BASIC TRAINING CAI’S CA CID LAW COURSE COLUMBUS DAY - HOLIDAY LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI-CV’S ANNUAL OKTOBERFEST CAI-CV ANNUAL MEETING & ELECTION CAI’S M-100: THE ESSENTIALS - SAN DIEGO (CEU)
31-2 1 11 12 14-15 15 19 21-23 22 28-29
THURSDAY-SATURDAY FRIDAY MONDAY TUESDAY THURSDAY-FRIDAY FRIDAY TUESDAY THURSDAY - SATURDAY FRIDAY THURSDAY-FRIDAY
CAI’S M-100: THE ESSENTIALS - SAN DIEGO (CEU) ASSISTANT MANAGER ON THE RUN (CEU) VETERANS DAY - HOLIDAY BMW, HOA BOARD BASIC TRAINING CAI’S M-204: GOVERNANCE - SANTA ANA (CEU) LEGISLATIVE UPDATE & MINI TRADE SHOW (CEU) CAI-CV BOARD MEETING CAI’S M-100: THE ESSENTIALS - PALM DESERT (CEU) CAI’S M-202: COMMUNICATIONS - SAN FRANCISCO (CEU) THANKSGIVING - HOLIDAY
6 6 6 12-13 19 23-25 30-31
FRIDAY FRIDAY FRIDAY THURSDAY - FRIDAY THURSDAY MONDAY - WEDNESDAY MONDAY - TUESDAY
BOARD LEADERSHIP DEVELOPMENT WORKSHOP MANAGER ON THE RUN (MOTR) (CEU) CAI-CV ANNUAL HOLIDAY OPEN HOUSE CAI’S M-206: FINANCIAL - PALM DESERT (CEU) CAI-CV BOARD MEETING CHRISTMAS - HOLIDAY NEW YEAR’S - HOLIDAY
1 10 24
WEDNESDAY FRIDAY FRIDAY
NEW YEAR’S - HOLIDAY CAI’S CMCA EXAM & PREP COURSE CAI-CV 2019 AWARDS & MONTE CARLO NIGHT
PHONE: (760) 341-0559 EMAIL: ADMIN@CAI-CV.ORG
FAX: (760) 341-8443 WWW.CAI-CV.ORG
EDUCATED BUSINESS PARTNER
Choose Educated Business Partners Cardinal Ambrose, The Vintage Group 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 Will Cartwright - Cartwright Termite & Pest Control, Inc. Rick Cech, Roof Asset Management 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. Elaine Gower, The Naumann Law Michael Graves, SCT Reserve Consultants Ronda Henry, SERVPRO of Palm Desert Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., Green Bryant & French, LLP 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, Sherwin-Williams 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. Kymberli Taylor-Burke, NPG Asphalt Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, Union Bank Homeowners Association Services
Become an Educated Business Partner Call the CAI-CV office or go to www.cai-cv.org for more information.
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Quorum December, 2018
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SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG AND FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG
DECEMBER CAI’s Board Leadership Development Workshop (for homeowner leaders)
WHEN: Friday, December 7, 2018 (certificate program, all day class) W HERE: Palm Valley Country Club, Palm Desert CMCA Preparatory Course & Pen & Paper Test (for managers)
WHEN: Friday, December 7, 2018 (all day course and exam) W HERE: Palm Valley Country Club, Palm Desert
CAI-CV's Manager on the Run (MOTR) (for managers) WHEN: Friday, December 7, 2018 (4:00 p.m. to 5:00 p.m.) W HERE: Palm Valley Country Club, Palm Desert CAI-CV’s Holiday Open House & Charity Event WHEN: Friday, December 7, 2018 (5:30 p.m.) W HERE: Palm Valley Country Club, Palm Desert Free with RSVP; bring an unwrapped gift for The Narrow Door’s Christmas Store
CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members)
GUEST SPEAKER Comedian Mimi Donaldson WHEN: Friday, January 11, 2019, 11:15 Registration W HERE: Palm Valley Country Club, Palm Desert CAI’s National Law Seminar WHEN: Wednesday-Saturday, January 23-26, 2019 W HERE: New Orleans CAI-CV’s Mad Hatter Awards & Monte Carlo Night (for all members)
WHEN: Friday, January 25, 2019, 5:30 p.m. W HERE: Omni Rancho Las Palmas Resort & Spa, Rancho Mirage
2018 CORPORATE SPONSORS PLATINUM______
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, A PLC 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
2019 LEGISLATIVE DAY AT THE CAPITOL Monday-Tuesday, April 8-9, 2019 | Hyatt Regency Sacramento Sign up at www.caiclac.com 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.