Quorum December 2019

$4.95

DECEMBER 2019

DECEMBER 2019

FEATURING 10 CAI-CV Quorum Magazine Year in Review 18 Christmas Recipes 20 HUD Takes Important Steps to Address Concerns Regarding Emotional Support Animals 27 Who Me? Serve on an HOA Board?

32 Surefire Steps to Guarantee Board Meetings Will Be Longer 34 Board Training 101

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2

Quorum December, 2019

Industry Leader Among Disaster Restoration Companies in Coachella Valley Can Make Your Home Safe Again After an Emergency

Christopher Cellini Director of Business Development

760-343-3933 chris@floodresponse.com

REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS

Inc.

Spray Polyurethane Foam Systems Roof Repairs

Tile Systems

Roof System Maintenance

Shingle & Shake Systems

Budget Reserves

Consulting

760 813 9999 w w w . R A M R O O F. c o m

C OAC H E L L A VA L L E Y C H A P T E R

A SS O C I AT I O N S I N ST I T U T E

ADVANCED RESERVE SOLUTIONS, INC.

ADVANCED RESERVE SOLUTIONS, IN

ROXI K. BARDWELL, PCAM, CCM

ROXI K. BARDWELL, PCAM, CCM

Regional Vice President

Regional Vice President

7 7 - 5 64 B Country Club Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864 CAI-CV.org

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@CAI-CV

3

2019 QUORUM COMMITTEE MEMBERS

CONTENTS CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ., CHAIR Green Bryant & French, LLP

RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc.

GEN WANGLER, ESQ., CCAL, BOARD LIAISON Fiore Racobs & Powers, A PLC

KIMBERLY BURNETT DSI Security Services

10

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

DEA FRANCK, ESQ. CAI-CV

EDUCATED BUSINESS PARTNER

Epsten Grinnell & Howell, APC

BRUCE LATTA, CMCA Parc La Quinta HOA

MARNE LOGAN, CCAM

18

The Management Trust Desert Division

20

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

KUMAR S. RAJA, ESQ. Tinnelly Law Group

MIKE REY

Rey Insurance Services A FARMERS® Insurance Agency

27

32

34

SUSAN BROWNE ROSENBERG CAI-CV

EDUCATED BUSINESS PARTNER

Desert Cities Indoor Air, LLC

STEVEN SHUEY, PCAM

Personalized Property Management

FEATURES 10

CAI-CV Quorum Magazine Year in Review

By Quorum Committee

CHRIS SIGLER, B.S.C.E, CDT

President, C.L. Sigler & Associates, Inc.

HOLLY SMITH, CMCA, AMS

PowerStone Property Management CREATIVE DIRECTOR & GRAPHIC DESIGNER

CAI-CV

EDUCATED BUSINESS PARTNER

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

18 Christmas Recipes

By Quorum Committee Members

20 HUD Takes Important Steps to Address Concerns Regarding Emotional Support Animals

By Dawn Bauman, CAE

27 Who Me? Serve on an HOA Board?

By CAI-CV Homeowner Leader Committee

32 Surefire Steps to Guarantee Board Meetings Will Be Longer

By Kelly G. Richardson, Esq., CCAL

34 Board Training 101

By Scott Swinton 4

Quorum December, 2019

ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION admin@cai-cv.org SUBSCRIBER SERVICES

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...............................................3

ASPHALT AMS PAVING................................................................17 ASPHALT MD'S..............................................................8 NPG ASPHALT..............................................................31

ATTORNEYS FIORE RACOBS & POWERS, A PLC..............................35 GREEN BRYANT & FRENCH, LLP....................................5 GURALNICK & GILLILAND, LLP....................................27

DESIGN BISSELL DESIGN STUDIOS, INC...................................31

EMERGENCY RESTORATION FLOOD RESPONSE.........................................................3

GATES & GARAGE DOORS AUTOMATION PRIDE......................................................3

LANDSCAPING CONSERVE LANDSCAPE ...............................................3 PRO LANDSCAPING, INC..............................................17 PWLC II, INC. LANDCARE MANAGEMENT....................33 WATER RITE - VINTAGE ASSOCIATES, INC..................43

MANAGEMENT COMPANY ASSOCIA DESERT RESORT MANAGEMENT...................2 REALMANAGE..............................................................43

PEST CONTROL CARTWRIGHT TERMITE & PEST CONTROL, INC............5 POWERFUL PEST MANAGEMENT................................33

REALTORS PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS................................................................8

RESERVE STUDIES ADVANCED RESERVE SOLUTIONS, INC. .......................3

ROOFING BRS ROOFING, INC. .....................................................17 ROOF ASSET MANAGEMENT.........................................3 SUNTECH ROOFING.....................................................33 WESTERN PACIFIC ROOFING.......................................43

SECURITY

A FULL SERVICE LAW FIRM

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AMS CONNECT............................................................42 CAI-CV.org

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@CAI-CV

5

CONTENTS

2019 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS MIKE TRAIDMAN PRESIDENT

Mira Vista at Mission Hills HOA CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT-ELECT Prendiville Insurance Agency

MARGARET "GEN" WANGLER, ESQ., CCAL PAST-PRESIDENT

22

Fiore Racobs & Powers, A PLC

CAI-CV

JOLEN ZEROSKI, CMCA TREASURER

CAI-CV

DEA FRANCK, ESQ. SECRETARY

EDUCATED BUSINESS PARTNER

EDUCATED BUSINESS PARTNER

Union Bank

Epsten Grinnell & Howell, APC

CARDINAL AMBROSE, CMCA, AMS, PCAM DIRECTOR

33

40

CAI-CV

EDUCATED BUSINESS PARTNER

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR

CHAPTER NEWS 8 CAI-CV Educated Business Partners

Associa Desert Resort Management

33 Time Honored

Gary Flanders

By Grace Paluck, CamEx, CCAM

9 CAI-CV New & Renewing Members

40 CAI-CV 2020 Committees

26 2020 CAI-CV Calendar

44 2019 Corporate Sponsors

RealManage

LONI PETERSON, CMCA, AMS, PCAM DIRECTOR

Associa Desert Resort Management

STEVEN SHUEY, PCAM DIRECTOR

Personalized Property Management

LOUISE STETTLER DIRECTOR

Palm Valley Country Club HOA

EVENTS

DEPARTMENTS

12 CAI-CV Awards

7 President’s Message

CAI-CV's Awards and Monte Carlo Night - ATLANTIS Friday, January 17, 2020

21 Palm Springs Historical Society Walking Tours

By Mike Traidman

14 Maintenance

What's the Plan for Your 2020 Maintenance Projects?

By Chris Sigler, B.S.C.E., CDT

16 Platinum Spotlight Signarama

22 CAI-CV Educational Lunch 24 HOA Law Program & Mini Trade

The Election Process for Show - Legislative Update Community Associations

Friday, November 15, 2019

44 Upcoming Chapter Events

6

Quorum December, 2019

By Dea Franck Esq.

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

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

FROM THE CHAPTER

President’s Message Mike Traidman Mira Vista at Mission Hills HOA

H

appy Holidays! We hope to see all CAI-CV members at our annual Holiday Open House and Charity event on Friday, December 6th at Woodhaven Country Club in Palm Desert. This is a free event that includes a wonderful dinner with fine California wine, enjoyable holiday music, festivities and dancing. The best part about this holiday event is that instead of paying for admission, we are collecting gifts for disadvantaged Valley children.

We ask members to bring a new unwrapped gift for a child between the ages of 3 and 16. The gifts will go to The Narrow Door’s Christmas Store that benefits local families referred by county social services. Gifts may also be brought to the CAI-CV office or any management company office. Thanks in advance for your holiday generosity.

I want to thank Rhonda Drews, PCAM (RealManage) and Steven Shuey, PCAM (Personalized Property Management) for teaching our November 1st Assistant Manager on the Run program about annual meetings. The class was a success and well-attended. Many thanks to the Education Committee for their foresight to offer education to assistant managers. Also, we want to thank Ramona Acosta, PCAM (Tinnelly Law Group, APC) for teaching our Board Member Workshop on November 12th about running efficient board meetings. We had a packed class with 48 board members attending. Ramona also joined us a few weeks later to teach CAI’s M-100, a three-day course, to 24 students working on CAI’s Certified Manager of Community Associations (CMCA) designation. Thank you, Ramona, for lending us your expertise and skilled teaching in November!

A sure sign of CAI-CV’s growth and success was witnessed by 240 attendees at our Annual Legislative Update on November 15th. This was our largest lunch program yet. I need to send a special thanks to CLAC lobbyist, Louie Brown, Esq. (Kahn Soares & Conway, LLP) and Adrian Adams, Esq. (Adams Stirling, PLC) who were our advertised guest speakers for the Legislative Update. When Louie’s flight was delayed due to fog in Ontario, we were delighted that Laurie Poole, Esq., CCAL, (Adams Stirling, PLC) offered to make the presentation with Adrian.

As it turned out, Louie arrived only a few minutes late and we had the rare opportunity to have three outstanding speakers. Thank you all!

On Friday, December 13th, we have a NEW Educational Program & Mini Trade Show scheduled to address recent earthquakes and the local swarming activity here in the desert, and to help CAI-CV members get ready for the inevitable quake along the San Andreas Fault. This program will be held at Palm Valley Country Club from 11:15 a.m. to 1:30 p.m. Registrations are available online now at www.cai-cv.org.

For our homeowner leaders, CAI’s day-long certificate course, the Board Leadership Development Workshop, will be held at Woodhaven Country Club on Friday, December 6th. Attendees are invited to stay for the Chapter’s Holiday Open House that will take place later that evening. If you are a board member or a manager interested in providing education to your boards, I recommend you sign up for this fantastic class that covers the essentials of HOA governance. The cost is $95, and associations can pay for this and other CAI education for their boards.

Please make sure to mark your calendars for our Annual Awards and Monte Carlo Night – ATLANTIS – that will take place at the Omni Rancho Las Palmas Resort & Spa on Friday, January 17, 2020. Tickets are available online now.

We have two outstanding motivational speakers scheduled for our January 10th Educational Lunch Program and Mini Trade Show that will take place at Palm Valley Country Club from 11:15 a.m. to 1:15 p.m. You will enjoy hearing from nationally renowned inspirational speakers, Dr. David Jones and his wife, Jennifer Jones, as they tackle the topic, “The Common Denominator Between You and Everyone Else.” You won’t want to miss this program.

I hope you all have a wonderful, safe and enjoyable holiday.

Mike Traidman

Mike Traidman, Mira Vista at Mission Hills HOA

CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

CAI-CV

EDUCATED BUSINESS PARTNER

the Palm Springs ®

MONTHLY

Choose Educated Business Partners

JULY/AUG 2018

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

Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Rodney Bissell, Bissell Design Studios, Inc. Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC Kimberly Burnett, DSI Security Services Linda Cardoza, Alliance Association Bank Will Cartwright, Cartwright Termite & Pest Control, Inc. Rick Cech, Roof Asset Management Todd Chism, PatioShoppers 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, Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, O'Connell Landscape Maintenance 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 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 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.

8

Quorum December, 2019

CAI-CV NEW & RENEWING MEMBERS

CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNERS

RENEWING MANAGEMENT COMPANY

NEW VOLUNTEER LEADERS

COMMUNITY LEGAL ADVISORS, INC. Mark Guithues (760) 529-5211 mark@attorneyforhoa.com

DESERT MANAGEMENT James Lewis (760)862-1202 j.lewis@desertmanagement.com

Simone Best

POPPIN PROMOTIONAL PRODUCTS DJ Conlon (951) 536-8956 dj@poppinpromos.com

KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC Christine M. Rodgers (949) 430-5803 crodgers@keystonepacific.com

THE TERMITE GUY Travis Southard (877) 837-6483 travis@877termite.com RENEWING BUSINESS PARTNERS BRABO & CARLSEN, LLP Wayne Carlsen (760) 320-0848 wayne@brabo-carlsen.com HORIZON LIGHTING, INC. Nanci Auerbach (949) 247-4104 marketing@horizonlightingInc.com M & M SWEEPING Richard Juge, III (760) 343-3003 rich@mandmsweeping.com PACIFIC WESTERN BANK Erin Klink (760) 324-4914 eklink@pacificwesternbank.com PRENDIVILLE INSURANCE AGENCY Matthew Lawton (760) 770-5868 matt@prendivilleagency.com SIGNARAMA Jeff Grady (760) 776-9907 jeff@pdsignarama.com SONNENBERG & COMPANY, CPAs Leonard Sonnenberg (858) 457-5252 lens@sonnenbergcpas.com

RENEWING MANAGER MEMBERSHIPS Roxi Bardwell (510) 693-1620 Roxikb3@gmail.com ASSOCIA DESERT RESORT MANAGEMENT Brooke Ancheta (760) 346-1161 bancheta@drminternet.com Sharron Badham, PCAM (760)393-5211 sbadham@drminternet.com Maria Christina Enriquez (760) 346-1161 cenriquez@drminternet.com Maryann Hoss (760) 346-1161 mhoss@drminternet.com Dana Lefever (760) 346-1161 dlefever@drminternet.com Synthia F. Salazar (760) 346-1161 synthia.salazar@drminternet.com Norma Segura (760) 346-1161 nsegura@drminternet.com BIGHORN HOMEOWNERS ASSOCIATION, INC. Judith Mandic (760) 610-8432 judym@bighorngold.com LAKES COUNTRY CLUB ASSOCIATION Ronald Phipps (760) 568-9435 rphipps@thelakescc.com WHITESTAR MANAGEMENT Cherri Lee Hairston (760) 423-8819 cherri@whitestarmgmt.com

BANNING ESTATES HOMEOWNERS ASSOCIATION Christina Fitch CATHEDRAL CANYON COUNTRY CLUB ASSOCIATION #7 Tom Ellis Chrys Goodell Anita Roark Curtis John Trammell JACK IVEY RANCH HOMEOWNERS ASSOCIATION Kelly Maheu David Weis LA CANTERA HOMEOWNERS ASSOCIATION Thomas Boatman William S. Kallish LOS LAGOS HOMEOWNERS ASSOCIATION Cynthia Campbell Dave Howard Ilyana Turcott OAK HILLS ESTATES OWNERS ASSOCIATION Linda Dugdale PALM SPRINGS VILLAS II John Chisolm Jeff Dobson Marcus Gear Paul Roggenkamp Renate Simons PORTOLA COUNTRY CLUB Randi Schilling RENEWING VOLUNTEER LEADERS Jean Newcomer JACK IVEY RANCH HOMEOWNERS ASSOCIATION Tom Kewish Lynn Ross MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION Alan Horwitz Gary Roman Tom Tousignant PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION Donald Macintosh Karen Joy Tabbah

CAI-CV.org

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9

YEAR IN REVIEW JANUARY 2019

APRIL 2019

APRIL 2019

JANUARY 2019

JANUARY

APRIL

8 Coronado Gardens

8 Lake La Quinta

12 HOA New Year's Resolutions

14 The Price of Insurance v.

The Cost of Insurance

26 Proposition 65 Warning Signs

20 The Community Insurance and Risk Management Specialist (CIRMS)

34 QUORUM - Year In Review 39 New Laws from the 2018 Legislature

Lake La Quinta INSURANCE ISSUE v. The Cost of Insurance 14 The Price of Insurance Specialist (CIRMS) and Risk Management 20 The Community Insurance 24 Are You Covered?

Dealing with Disaster 26 Preparing for and Insurance Homeowners Association 28 The Risks of Inadequate

FEATURING 8 Coronado Gardens Resolutions 12 HOA New Year's Signs 26 Proposition 65 Warning Review 34 QUORUM - Year In 2018 Legislature 39 New Laws from the

24 Are You Covered?

26 Preparing for and Dealing with Disaster 28 The Risks of Inadequate Homeowners Association Insurance

FEBRUARY 2019

MAY 2019

MAY 2019

FEBRUARY 2019

FEBRUARY 8 Palm Royale Country Club

8 CAI National Chapter Achievement Awards

22 What Every Business Partner Needs to Know About Working with Valley Management Companies

I E V E M E N T AWA R D S C A I N AT I O N A L A C H

24 HOA Homefront – Your Meetings Are Raucous?

YOU Might Be the Problem

FEATURING

NATIONAL MEMBERSHIP

Public Affairs CA Grassroots Program

Awards will be presented

at the CAI National Convention

Leadership HOA Living Brochure

Chapter Management and Development New CAI-CV Classroom Project

7

6

5

AWARD

Best Net Growth

EXCELLENCE AWARD Public Affairs, Overall excellence in Management Membership, Chapter Services, & Development, Member and Leadership

on Friday, May 17th in Orlando,

Florida.

28 Reserve Studies: Basics & Levels of Service

ACHIEVEMENT AWARD

ACHIEVEMENT AWARD

ACHIEVEMENT AWARD Membership Management Community Association as a Career Program

ACHIEVEMENT AWARD

4

3

2

1 ACHIEVEMENT AWARD Member Services Quorum Magazine

Club 8 Palm Royale Country About Partner Needs to Know 22 What Every Business Companies Working with Valley Management Raucous?

– Your Meetings Are 24 HOA Homefront YOU Might Be the Problem

MAY

RESERVES ISSUE

Basics & Levels of Service 28 Reserve Studies: or Succeeding Plans: Selling Out, Settling, 30 Reserve Funding Required) About Reserves (No Math 32 Common Legal Questions They Are Important 34 Reserves and Why

30 Reserve Funding Plans: Selling Out, Settling, or Succeeding 32 Common Legal Questions About Reserves (No Math Required) 34 Reserves and Why They Are Important

MARCH 2019

JUNE 2019

31 Sun City Shadow Hills Community Podcast FEATURING 8 Parc La Quinta Reserve Study 22 How to Get a Great Hills Community Podcast 31 Sun City Shadow of Your Association 34 Maintaining the Assets

10

34 Maintaining the Assets of Your Association

Quorum December, 2019

2019

Palm Springs

Lanes 5:00pm

18 Ten Ways to Keep the Lawyers at Bay

68051 Ramon Rd Cathedral City

I’m Not

” “Joking this time!

There are Spectator Tickets for Only $20

$20

Includes Dinner and Door Prize Opportunity

Batman!

You need more info!

Sign up at www.cai-cv.org or call the CAI-CV office (760) 341-0559.

UP TODAY

22 How to Get a Great Reserve Study

12 The Importance of Building Ordinance & Law Coverage

June 28

Title Sponsor

CAI-CV 760-341-0559 SIGN

8 Parc La Quinta

JUNE

JUNE 2019

MARCH 2019

MARCH

24 Six Ways to Make Community Budgeting Easier 30 Plant Replacement Budgets

YEAR IN REVIEW JULY 2019

M TIVE UPDATE LUNCH PROGRA SAVE THE DATE - CAI’S LEGISLA- TICKETS ON SALE NOW! FRIDAY, NOVEMBER 15TH

OCTOBER 2019

OCTOBER 2019

JULY 2019

FEATURING Association 8 PGA West II Residential Much is Enough?

Reserve Funds, How 12 When it Comes to Values Grow Roots & Make Property 16 Protect Community Need Air This Summer?

26 Do Your Lake Fish Values?

Your Community's Home 34 Are You Maximizing

JULY

OCTOBER

8 PGA West II Residential Association

10 Summerset Springs Condominiums Association

12 When it Comes to Reserve Funds, How Much is Enough?

18 Before Amending CC&Rs Avoid "Ready, Fire, Aim!"

16 Protect Community Roots & Make Property Values Grow

32 Palm Springs Villas II Homeowners Association vs. Erna Parth

FEATURING 10 Summerset Springs Condominiums Association CC&Rs 18 Before Amending Avoid “Ready, Fire, Aim!” II 32 Palm Springs Villas Homeowners Association vs. Erna Parth

26 Do Your Lake Fish Need Air This Summer?

E UPDATE LUNCH PROGRAM

SAVE THE DATE - CAI’S LEGISLATIV

• FRIDAY, NOVEMBER 15TH

- TICKETS ON SALE NOW!

34 Are You Maximizing Your Community's Home Values?

NOVEMBER AUGUST AUGUST 2019

NOVEMBER 2019

AUGUST 2019

8 The Enclave at Las Colinas HOA

NOVEMBER 2019

16 Important Legislative Updates for 2020

12 Budgeting for a Different World 14 Keep It Down!

20 2019 Case Law Update

23 4 Ways to Cut Costs and Keep HOA Assessments Stable

28 The New State of HOA Election Laws

FEATURING Colinas HOA 8 The Enclave at Las World 12 Budgeting for a Different 14 Keep It Down! and 23 4 Ways to Cut Costs Stable Keep HOA Assessments El Jefe 24 El Presidente Is Not 28 Can I Park Here? for Security 30 Preparing Budgets Future Guard Services in the 31 Is It a Good Rule?

E UPDATE LUNCH PROGRAM

SAVE THE DATE - CAI’S LEGISLATIV

FRIDAY, NOVEMBER 15TH

- TICKETS ON SALE NOW!

24 El Presidente Is Not El Jefe FEATURING

28 Can I Park Here?

30 Preparing Budgets for Security Guard Services in the Future

10 How HOA Boards Can Participate in the Legislative Process

Can Participate 10 How HOA Boards in the Legislative Process Updates for 2020 16 Important Legislative 20 2019 Case Law Update HOA Election Laws 28 The New State of in California – 38 Making New Laws The Legislative Process How to Promote 43 Common Courtesy: Associations Civility in Community

E UPDATE LUNCH PROGRAM

SAVE THE DATE - CAI’S LEGISLATIV

• FRIDAY, NOVEMBER 15TH

- TICKETS ON SALE NOW!

38 Making New Laws in California – The Legislative Process

31 Is It a Good Rule?

43 Common Courtesy: How to Promote Civility in Community Associations

SEPTEMBER

DECEMBER

10 Del Webb at Rancho Mirage

10 CAI-CV Quorum Magazine Year in Review

SEPTEMBER 2019

SEPTEMBER 2019

18 From Boring to Full Panic Mode in 60 Seconds—Avoiding Problems When Hiring Contractors

18 Christmas Recipes 20 HUD Takes Important Steps to Address Concerns Regarding Emotional Support Animals

24 Selecting Architectural Committee Members

FEATURING Mirage 10 Del Webb at Rancho Panic Mode 18 From Boring to Full Problems in 60 Seconds—Avoiding When Hiring Contractors 24 Selecting Architectural Committee Members Survive 28 How Boards Can Judgments Unanticipated Court to 38 Eleven Sure-Fire Ways Frustrate HOA Elections

All aerial photography courtesy of Mark Frank, a resident of Del Webb at Rancho Mirage.

E UPDATE LUNCH PROGRAM

SAVE THE DATE - CAI’S LEGISLATIV

• FRIDAY,

ON SALE NOW! NOVEMBER 15TH - TICKETS

27 Who Me? Serve on an HOA Board?

28 How Boards Can Survive Unanticipated Court Judgments

32 Surefire Steps to Guarantee Board Meetings Will Be Longer

38 Eleven Sure-Fire Ways to Frustrate HOA Elections

34 Board Training 101

CAI-CV.org

facebook.com/CAICV

@CAI-CV

11

THANKS TO OUR SPONSORS TITLE SPONSOR Patrol Masters, Inc.

Atlantis an Evening Under the Sea

CAI-CVs Awards and Monte Carlo Night Friday, January 17, 2020 Omni Rancho Las Palmas Resort & Spa, Rancho Mirage Reserve Your Tickets Now at

WWW.CAI-CV.ORG SPONSORSHIPS AVIALABLE

PLATINUM SPONSORS Albert Management Inc. Allied Universal AMS Paving, Inc. Associa Desert Resort Management Cartwright Termite & Pest Control, Inc. Fiore Racobs & Powers, A PLC Flood Response NPG Asphalt O'Connell Landscape Maintenance Patrol Masters Inc. Powerstone Property Management Roof Asset Management Sunshine Landscape The Management Trust PEARL RESERVED TABLE SPONSORS Associa Desert Resort Management Western Pacific Roofing CARD SPONSOR BRS Roofing Inc. CHIP SPONSOR Sunshine Landscape PHOTOGRAPHY SPONSOR Desert Concepts DECORATION SPONSOR O'Connell Landscape Maintenance CANDY BUFFET SPONSOR Hort Tech Landscaping VALET SPONSOR Asphalt MD's FOOD SPONSORS DSI Security Services PrimeCo BLACKJACK TABLE SPONSORS Frazier Pest Control Securitas Security Services Vantage Point Construction ROULETTE SPONSORS Roof Asset Management Securitas Security Services CRAPS SPONSOR Cartwright Termite & Pest Control, Inc. SCHOLARSHIP SPONSOR BRS Roofing Inc. CLAC SPONSOR CCTV

12

Quorum December, 2019

PLEASE SEND US YOUR AWARD NOMINATIONS

2019 CHAPTER AWARD NOMINATION FORM Awards & Monte Carlo Night - ATLANTIS Friday, January 17, 2020, 5:30 PM (Reservations available at CAI-CV.ORG) Omni Rancho Las Palmas Resort & Spa, Rancho Mirage On Friday, January 17th, CAI-CV will host the 2019 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 the ten Chapter awards. 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 CAI-CV office by 5:00 p.m. on Friday, December 20, 2019 to be considered. They may be mailed to CAI-CV, 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211, or scanned and emailed to admin@cai-cv.org.

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 chapter’s efforts to reach its vision and goals in the Coachella Valley.

NAME

2) Distinguished Service Award A CAI-CV member who has gone above and beyond to help the chapter meet its goals and objectives for 2019.

NAME

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 2018 Awards and Monte Carlo Night at the Omni Rancho Las Palmas Resort (held on January 25, 2019) Bowling Committee for the June 28, 2019 Bowling Tournament at Palm Springs Lanes Business Partner Committee for the June 7, 2019 Summer Sizzler at the CAI-CV office and the Holiday Open House at Palm Valley Country Club Golf Committee for the April 26, 2019 Spring Golf Tournament at Desert Falls Country Club Oktoberfest Committee for the October 25, 2019 Oktoberfest at Sunshine Landscape Wine Committee for the March 29, 2019 Corks for CLAC at Shields Date Gardens and the July 19, 2019 Day at the Races at the Del Mar Thoroughbred Club

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.

Atlantis an Evening Under the Sea

CAI-CVs Awards and Monte Carlo Night Friday, January 17, 2020

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 CAI’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 2019.

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 2019.

NAME

NAME

THIS FORM IS ALSO AVAILABLE ONLINE AT WWW.CAI-CV.ORG. CAI-CV.org

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13

MAINTENANCE

What's the Plan for Your 2020 Maintenance Projects?

M

anaging and running associations of any size is a very dynamic world, and certainly no walk in the park.

There are many moving parts, literally and figuratively as we do the business of the community. With board and committee members volunteering their time – many times a thankless task – taking care of the homes and amenities of one’s community can sometimes be daunting.

Thankfully, with the guidance, planning and hard work of professional community management staff and other professional advisors working in collaboration with the volunteers, communities can and do remain healthy and beautiful. As they say, “teamwork makes the dream work.”

"WELL, IT’S TIME TO ROLL UP OUR SLEEVES AND FIGURE OUT HOW TO TACKLE THE CHALLENGES OF THE UPCOMING YEAR WHICH IS SOON UPON US."

By Chris Sigler, B.S.C.E., C.D.T. GREAT TEAMS HAVE A PLAN Just as in sports, success comes more easily with a good game plan. We many times make our annual plans by quarter – and we’re all in the 4th quarter of our 2019 contest. Budget season is upon us as it is every year at this time - and to make matters worse, 2020 holds some important and complicated legislative changes regarding how HOAs must do business in our state, and that will certainly add to the list of things to do, and bring a lot of extra heartache and work to the management teams and boards.

As budgets are finalized for the upcoming year, discussions will ensue about “what’s our plan?” for improvements and/or maintenance of the community in 2020, on top of all the new laws that need to be complied with.

Well, it’s time to roll up our sleeves and figure out how to tackle the challenges of the upcoming year which is soon upon us. Those who do the most planning for the challenges that lie ahead in 2020 will have the greatest chances for success!

ASK QUESTIONS AND GET INFORMED! When planning for your upcoming projects, it’s important to ensure that your management team, board and committee members ask some important questions as they review next year’s repair and/or maintenance schedule to enable the group to make properly informed decisions: 1. Are we properly funded for the scheduled work, and if so, how do we know for sure?

2. Is any of the upcoming work urgent, high risk or life-safety related in any way?

3. Are any of the new Bills going to impact us such as the new ADU laws, the Balcony Bill or others?

4. Are any of the projects weathersensitive, needing to be done at a specific time of year?

5. Do we know specifically what is to be done for each project, or does a scope of work and/or RFP need to be written by someone?

6. Do we need professional advisors for any of our work to separate risk such as a construction specifier/ construction manager, engineer, architect? Legal counsel for contracts and risk management?

7. How much of the work and responsibility should be expected out of the community manager?

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Quorum December, 2019

MAINTENANCE "PROJECTS OF ANY REAL BREADTH AND SIZE SHOULD HAVE MOST, IF NOT ALL OF THESE BASES COVERED TO PROPERLY PROTECT THE ASSOCIATION AND ITS MEMBERS." Aside from the specific methods for risk control mentioned already, there are some “big picture” considerations for planning upcoming work at your community:

GENERAL CONSIDERATIONS FOR PLANNING YOUR 2020 PROJECTS

1. Plan well in advance of the scheduled HOW DO YOU PROTECT THE TEAM FROM RISK? There are lots of different methods that managers, boards and committee members can deploy to remain within what the legal advisors refer to as “safe harbor.” Even if you have highly qualified members of the board or a committee that are ready and willing to help, there are a few simple actions that can be taken (or avoided) during your quest to perform due diligence.

A few specific examples of risk-protection measures for your team to consider when pursuing project work on behalf of your community:

4. Have a professional insurance advisor review the insurance certificates and endorsements from the chosen contractor prior to the start of any work at your community.

advisors, especially legal counsel – get help with risk management.

6. Make sure to hold 10% retention with

Community managers and board members have lots to do in this coming year on many fronts, but it’s important to remember that there is help that you can pursue for your project work - you are not superheroes and you need not do everything yourselves! With proper guidance, collaboration and professional advice, managers and boards can remain in safe harbor, conduct their due diligence, separate themselves from risk effectively, and have more user-friendly project experiences as they maintain their communities in 2020.

each invoice to ensure that the final work is completed and signed off as needed prior to the release of the final 10% retention amount. unconditional lien release at the time of final payment.

that he/she provides without using the association’s legal counsel to review it prior to signature. Better yet, have the association’s legal counsel provide the contract to the contractor.

3. Gain the advice of professional 4. Appoint or hire a project leader –

7. Be sure to get a final and

3. Do not sign a contractor’s contract

inspections at the top of the list.

either oversee the work or check it for compliance with the scope, quality and terms of the construction contract.

to write a scope of work or choose materials whenever possible when bidding; the bids will not be comparable. with scope writing, specifications and bidding – which could include manufacturers' representatives, a construction consultant, architect or engineer or other expert.

2. Prioritize with life safety projects or

5. Whenever possible, have an expert

1. Do not ask multiple contractors

2. Use professional advisors to assist

work time-wise – months, if possible.

Projects of any real breadth and size should have most, if not all of these bases covered to properly protect the association and its members. This may seem like a lot to consider, but experience shows us that having these types of protections in place can be vital to the ongoing success of the community long term. The good news is that the involvement of professional advisors – especially legal and technical advisors – can relieve you of the burdens of time and risk that you might be unknowingly taking on as you take care of your communities.

internally or outsourced who is accountable for the project.

Chris Sigler, B.S.C.E., CDT is the founder and President/ CEO of C.L. Sigler & Associates, Inc. He brings 30 years of experience in the engineering and construction industry. Chris holds a BS in Civil Engineering from Santa Clara University. He can be reached at (760) 469-3048 or by email at chris@siglercm.com.

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15

2019 PLATINUM SPONSOR SPOTLIGHT

CAI-CV

For over 12 years, Signarama has been proud to serve as an active platinum sponsor of CAI-CV. We have both business and personal relationships with many CAI-CV members and count these as some of our most valued.

As part of the largest sign company in the world, we are still locally owned and locally focused. From our Palm Desert facility, we manufacture over 90% of the sign products we offer which allows us to control so much of the process to provide quality workmanship and timely installations.

Community association managers have come to rely on Signarama for many sign products that require knowledge of municipal regulations for pool signs, parking signs, property signs and more. We also manufacture and install entry monuments, street signs, vehicle graphics, electrical and exterior signage for businesses of all kinds. And, our sign services are available and welcome for projects, large or small.

Please contact Richard or Jeff at 760-776-9907 or at info@pdsignarama.com

Thank you to Signarama for their generous support of CAI-CV! 16

Quorum December, 2019

CA LIC. #907600 AZ LIC. #286198

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•Landscape Management •Arbor Service •Landscape Design •Landscape & Hardscape Installation •Water Conservation Specialist

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17

CHRISTMAS RECIPES FROM THE QUORUM COMMITTEE

Vegetarian Pot Stickers

By Rodney Bissell INGREDIENTS • 1 red onion sliced • 1 tablespoon minced ginger • 1 cup sliced shiitake mushrooms • 1 cup white cabbage, shredded • 1 cup carrots, shredded • 1 cup chopped garlic chives or chives • 1 teaspoon white pepper • 1 teaspoon sesame oil • 1/4 cup chopped cilantro • 1 package round dumpling skins, also called gyoza (preferably Twin Dragon brand) • Salt to taste • Canola oil

SPICY SOY DIPPING SAUCE: • 1/3 cup thin soy sauce • 1/3 cup rice wine vinegar • 1/3 cup sliced scallions • 1 teaspoon sesame oil • 1 tablespoon sambal Combine all ingredients and set aside.

DIRECTIONS In a wok or large sauté pan, add a little oil and saute onions and ginger. Add the mushrooms and stir. Add the cabbage, carrots and chives. Season. When mixture is soft, place in colander to drain. Add the sesame oil and cilantro when mixture is cooled. Check for seasoning. Using the gyoza skins, make half-moon dumplings keeping the bottom flat. In a hot non-stick pan, coat with oil and place dumplings. When bottom gets brown, add 1/4 cup of water and immediately cover. This will steam the dumplings. Carefully watch the dumplings and completely evaporate the water so that the bottom gets crispy again and sticks to the pot. Serve with dipping sauce.

Southern Broccoli Casserole

By Holly Smith, CMCA, AMS This recipe was given to me by the sweetest lady I have ever known. I grew up next door to this family for almost 20 years. She treated me as if I was one of her own. When I first took a bite of this casserole it was like heaven in my mouth and she was more than pleased to share this family recipe with me.

This casserole is such a hit, that for years, I couldn’t have any leftovers because the minute Thanksgiving was over, my friends would raid the refrigerator to find the casserole and promptly devour it. Needless to say, this is just as good or even better the next day.

18

Quorum December, 2019

INGREDIENTS • 2 Packages of frozen broccoli (I prefer the one with more florets) • 1 can of cream of mushroom soup • 1 cup of mayonnaise (You cannot use Miracle Whip) • ½ onion diced • 1 egg • 1-2 cups of shredded cheddar cheese • 1 stack of Ritz crackers • ½ cup butter melted

CHRISTMAS RECIPES FROM THE QUORUM COMMITTEE INGREDIENTS

Candy Cane Chocolate

BOTTOM LAYER: • 1/2 cup salted butter , diced into pieces • 1/3 cup packed light-brown sugar • 3 Tbsp cocoa powder • 1 large egg , lightly beaten • 1 1/2 tsp vanilla extract • 1 3/4 cup graham cracker crumbs • 1 cup sweetened shredded coconut • 1/2 cup finely chopped pecans or almonds (I used pecan cookie pieces)

By Marne Logan

DIRECTIONS

1. Melt butter in a medium saucepan over medium heat. Remove from heat, add in brown sugar and cocoa powder and whisk until well combined. While whisking vigorously, slowly pour in beaten egg. Return mixture to heat and cook for 1 - 2 minutes until mixture has thickened. Remove from heat, stir in vanilla. Add in graham cracker crumbs, coconut, and pecans and toss until evenly coated.

Press mixture into a buttered 8 by 8-inch or 9 by 9-inch baking dish. Cover with FILLING: plastic wrap, place in freezer for 20 minutes or refrigerate for 40 minutes.

• 1/3 cup salted butter , softened 2. In a mixing bowl, using and electric hand mixer set on medium speed, whip • 1/4 cup heavy cream together butter, heavy cream and custard powder until smooth and fluffy, • 2 Tbsp custard powder or about 2 minutes. Stir in powdered sugar and blend until mixture is smooth and vanilla/white chocolate creamy, about 1 minute (mixture may seem dry at first but should start to come instant pudding mix together). Spread mixture into an even layer over chilled graham cracker base.

• 2 cups powdered sugar Cover with plastic wrap and freeze for 15 minutes or refrigerate for 30 minutes.

3. Melt semi-sweet chocolate along with butter in a heat proof bowl, set over a pot of simmering water. Spread mixture into an even layer over filling layer, cover with plastic wrap and chill in refrigerator for 10 minutes until chocolate has set. Cut into squares, store in an airtight container.

Defrost and lightly cook the broccoli in the microwave till warm and soft. Preheat oven to 350 degrees. Place broccoli in an 8 x 8 baking pan or equivalent. If it’s not nonstick, you may want to just lightly spray it.

Mix in the cream of mushroom, mayonnaise, onion and egg. Mix up well to distribute all the ingredients. Next, smooth out the mixture and cover with the shredded cheese. Next melt your butter in an oven proof bowl, crunch up the Ritz crackers and add to the melted butter stirring and coating all the crackers. Layer the crackers on top of the cheese. I like to be sure the entire surface is covered, so it could mean you use less or more crackers depending on the size of your dish. Place it in the oven and cook for about 30 minutes or until the cheese and ingredients are bubbling. If your crackers start to get to brown, cover with aluminum foil for the remainder of its time in the oven.

TOP LAYER: • 4 oz semi-sweet chocolate, chopped • 2 Tbsp salted butter

Grandma's "Pillsbury Bakeoff Award Winning" Lemon Pie

By Jennifer James, Esq. Mix dry ingredients with cold water until smooth. Stir in boiling water. Stir and cook until thick and bubbly. Remove from heat. Beat egg yolks until smooth (about 1 minute). Slowly beat in lemon juice and rind until thoroughly blended. Gradually add to cooked mixture stirring constantly. Stir in butter and return to heat. Stir constantly until boiling. Remove from heat. Stir in vanilla. Let it cool. Pour into cooked crust. Let it set.

DRY INGREDIENTS: • 6 tbsp cornstarch • 1/4 tsp salt • 1 c sugar

REMAINING INGREDIENTS: • 1/2 c lemon juice • 1/2 c cold water • 1 1/2 c boiling water

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• 2 Tbsp butter • 1 tsp vanilla • 3 large eggs • 1/4 tsp grated lemon rind

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19

FEATURE

HUD Takes Important Steps to Address Concerns Regarding Emotional Support Animals

By Dawn Bauman, CAE

"HOUSING PROVIDERS, FAIR HOUSING GROUPS, AND DISABILITY RIGHTS GROUPS HAVE BROUGHT TO HUD’S ATTENTION THEIR CONCERN THAT CERTAIN WEBSITES MAY BE MISLEADING CONSUMERS WITH DISABILITIES INTO PURCHASING ASSISTANCE ANIMAL DOCUMENTATION THAT IS UNRELIABLE AND UNNECESSARY."

C

AI is pleased to report that the U.S. Department of Housing and Urban Development (HUD) has taken an important step to address concerns related to documentation from a “reliable third party” regarding emotional support animals. HUD Secretary Ben Carson asked the Federal Trade Commission to investigate websites selling assistance animal documentation.

Last month, nearly 100 advocates from across the U.S. met with members of Congress in Washington, D.C., to discuss issues impacting condominiums, housing cooperatives, and homeowners associations. During meetings, CAI asked Congress for clarification on emotional support animals and urged members to contact Secretary Carson for guidance on the issue amidst an increase in requests for assistance animals.

Earlier this summer, CAI’s government & public affairs team sent a letter to HUD and to the Office of Management & Budget expressing concern about the documentation that may be requested

20

Quorum December, 2019

by a community association when considering a reasonable accommodation request by a resident.

A few excerpts from Secretary Carson’s letter to the Federal Trade Commission are included below. This is not legal advice nor should it be considered official guidance from HUD. “Housing providers, fair housing groups, and disability rights groups have brought to HUD’s attention their concern that certain websites may be misleading consumers with disabilities into purchasing assistance animal documentation that is unreliable and unnecessary. According to these groups, the websites also may be selling assistance animal documentation to people who do have disabilities substantially limiting a major life activity, enabling such people to claim that their pets are assistance animals in order to evade housing providers’ pet restrictions and pet fees. HUD shares these concerns.”

Housing providers also should not request information when the

disability-related need for an assistance animal is observable or the housing provider already has information that would give the provider reason to believe an individual has a disability-related need for an assistance animal. Certifications, registrations, and other documentation purchased over the internet through these websites are not necessary, may not contain reliable information, and, in HUD’s enforcement process, are insufficient to establish an individual’s disability-related need for an assistance animal.

Reliable disability-related information includes, for example, a disability determination from a government agency, documented receipt of disability benefits, or a note from a healthcare professional (e.g. physician, optometrist, psychiatrist, psychologist, physician’s assistant, nurse practitioner, or nurse) stating that the individual has a disability (a physical or mental impairment that substantially limits at least one major life activity) and a disability-related need for

EVENTS assistance that is or will be provided by an animal. In the case of an animal that provides therapeutic emotional support, the healthcare professional should explain that the animal provides or will provide the individual with support that ameliorates or assists the individual in coping with one or more identified symptoms or effects of a disability.

A healthcare professional that provides services remotely, including over the internet, may provide a reliable verification of an individual’s disability-related need for an assistance animal if the provider has personal knowledge of the individual’s disability-related need for the animal. Personal knowledge is knowledge of the type that healthcare providers ordinarily use for diagnosis and treatment.

In HUD’s view, the websites in question offer documentation that is not reliable for purposes of determining whether an individual has a disability or disability-related need for an assistance animal because the website operators and healthcare professionals who consult with them lack the personal knowledge that is necessary to make such determinations. The websites typically obtain information from the individual purchasing documentation by requiring the individual to answer an online questionnaire or, at most, having the individual participate in a brief interview.

CAI will be communicating with Secretary Carson’s office for additional clarification on whether the statements made in his letter constitute guidance for housing providers. Additionally, CAI members support the Fair Housing Act, which prohibits housing discrimination on the basis of race, color, religion, sex, familial status, national origin, or disability.

By Dawn Bauman, CAE, is the Senior Vice President of Government & Public Affairs for CAI National. She can be reached at (703) 970-9224 or by email to dbauman@caionline.org.

Palm Springs Historical Society Walking Tours

By Mike Traidman

I

t has been my privilege to volunteer for the Palm Springs Historical Society’s walking tours. I’m trained to give two of the tours and enjoy sharing our rich history with both locals and visitors. If you and your family are looking for a holiday activity, these tours are great fun that everyone will enjoy.

About nine years ago the Palm Springs Historical Society, under the leadership of Kathy Leonard, started one walking tour of Palm Springs as a way to generate money for the Society. Volunteer docents joined and a script was written. The Palm Springs Historical Society is the home of thousands of photos and other items so using their photos and our new volunteers created a winning combination. From that small start, we have blossomed to 50 docents and ten walking tours. And, this year we added a bike tour as well. We also have private tours for those wanting personal groups.

Tickets for each walking tour is $25 per person and they last from 1 ½ hrs. to 2 ½ hrs. The bike tour which includes a bike and helmet costs $55 and covers about eight miles.

THE TEN TOURS ARE: 1. Heart of the City – History of Palm Springs 2. Golden Era – Highlights of celebrity homes 3. Inns, Architecture & Glamour – Tour of inns of Palm Springs 4. Celebrity Haven – Explore the famous tennis club neighborhood 5. Rat Pack Playground – Modernist neighborhood with many celebrity homes 6. Midcentury Showcase – Stroll through the midcentury neighborhood of stars 7. Frank Sinatra’s Neighborhood – Tour the Movie Colony and see the exteriors of stars' homes 8. Hidden Paradise – Tour the famous Mesa neighborhood 9. Uptown Design District – Three eras of revival are seen in this interesting area 10. Modernist Treasurers – Indian Canyon neighborhood with extensive desert plants You can learn more about the tours and order tickets at: pshistoricalsociety.org or call their office at: (760) 323-8297.

Mike Traidman is president of CAI-CV and serves as treasurer of Mira Vista at Mission Hills HOA. Mike is also president of the Desert Cities HOA Council, which is now affiliated with CAI-CV and holds monthly meetings in Palm Springs and Cathedral City. Mike can be reached at mtraidman@yahoo.com.

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21

EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

CAI-CV Annual Legislative Update

22

Quorum December, 2019

FRIDAY, NOVEMBER 15, 2019

ADRIAN ADAMS, ESQ. ADAMS STIRLING, PLC

LOUIE BROWN, JR., ESQ. KAHN SOARES & CONWAY, LLP

LAURIE S. POOLE, ESQ., CCAL ADAMS STIRLING, PLC

MEMBERSHIP SPONSOR

PRENDIVILLE INSURANCE AGENCY

EXHIBITOR BOOTH SPONSORS

A-RISING BUILDERS ADAMS STIRLING, PLC ALBERT MANAGEMENT ALLIANCE ASSOCIATION BANK AMS PAVING, INC. ASPHALT MD'S AUTOMATION PRIDE BEHR PAINTS BEN'S ASPHALT BRS ROOFING INC. C. L. SIGLER & ASSOCIATES CONSERVE LANDCARE EPSTEN GRINNELL & HOWELL, APC FLANDERS PAINTING FLOOD RESPONSE GOLDEN ALLIANCE INSURANCE MUTUAL OF OMAHA BANK/CONDOCERTS NISSHO OF CALIFORNIA NPG ASPHALT PRENDIVILLE INSURANCE AGENCY PRIMECO PWLCII, INC. RICHARDSON OBER ROOF ASSET MANAGEMENT ROSEMAN LAW, APC S. B. S. LIEN SERVICES SEACOAST COMMERCE BANK SERVPRO OF PALM DESERT SHERWIN-WILLIAMS PAINT COMPANY STATEWIDE SERVICES, INC. THREE PHASE ELECTRIC TINNELLY LAW GROUP UGMO TECHNOLOGIES UNION BANK UNITED PAVING CO. VANTAGE POINT CONSTRUCTION, INC. WESTERN PACIFIC ROOFING

NOTEPAD SPONSOR ADAM STIRLING, PLC

PEN SPONSOR

VANTAGE POINT CONSTRUCTION, INC.

SCHOLARSHIP SPONSOR DELPHI LAW GROUP, LLP

CLAC SPONSOR

COOPER COATING INC.

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23

HOA LAW

≼ 120 days

≼ 90 days

≼ 60 days

USE THIS TIMELINE TO CALCULATE YOUR ASSOCIATION’S DEADLINES & IMPORTANT DATES. See below reminders, start with YOUR Annual Meeti

≼Election-120 Days

≼Election-90 Days

≼Election-60 Days

Civ. Code § 5105(h)

90 days before election

Â?

Civ. Code § 5115(a)

30 days before deadline for submitting nominations Include: Civ. Code § 5105(c) & (d) •

Civ. Code § 5115(a)

30 days after Notice of Procedure and Deadline for Nominations

Day the Notice of Meeting & Candidate List is provided to members

Civ. Code § 5105(e) Civ. Code § 5900

Before Notice of Meeting with Candidate List

Before Notice of Meeting

May also include: Civ. Code § 5105(e) • Statement regarding right to IDR

 � � �

Â?

Civ. Code § 5115(b)

Deadline for Nominations

30 days before ballot mailing Must include: • Candidate list and date, time, and physical address of meeting location and where and when ballots are to be returned by mail or handed to inspector of elections

Â? Â? Â Â? Â?

Civ. Code § 5105(a)(7)

30 days before mailing of ballots

†ƒ Š ƒ Â? ‡‡ ‹‡ Â? ‡ • Use Timeline above to Calculate Your Association’s Election Dates & Deadlines. • Start Early! • Notify Attorney of Annual Meeting Date ASAP. • Adjustments may be necessary for meetings held earlier or later in the month or year. • Be certain to consider weekends/holidays when scheduling.

24

Quorum December, 2019

Â? Â?

Civ. Code § 5105(a)(7)

Upon receipt

2 business days after notice of error and prior to ballot mailing

HOA LAW

≼ 30 days

0 days

ing / Election Date and work backwards.

≼Election-30 Days

­   € ‚

Civ. Code § 5105(g)(4) Civ. Code § 5115(c)

START HERE

30 days after Notice of Meeting & Candidate List is provided

30 days before close of voting polls Important Note: • Election rules can be posted via website in lieu of physical mailing only if “The rules governing this election may be found here (www...)â€? is included on the ballot in 12pt. font

*Timeline above is not to scale.

Your Election/Annual Mtg

≤Ballot Count+15 Days

(≼30 Days from Ballot Mailing)

� ƒ„

  ­ Civ. Code § 5120

≤ 15 days

Date set for Annual Meeting or other meeting to count ballots

Â? Â

Civ. Code § 5120(b)

If applicable:

Â…

 …

 ­

Day ballots are counted

15 days after ballots are counted

Civ. Code § 5115(b)

30 days after ballot mailing

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‡

‡‡ ­ƒ

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† ­

ˆ

� ˆ

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ƒ

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Civ. Code § 5105(f )

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At the Annual Meeting or Reconvened Annual Meeting prior to the close of voting polls

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Close of polls by Inspector of Election

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DISCLAIMER: Thecontents contentsprovided provided herein andand opinions of Epsten Grinnell & Howell, APC onAPC General legal issues DISCLAIMER: The hereinare arethe thesuggestions suggestions opinions of Epsten Grinnell & Howell, on General involving California community associationsassociations and commonand interest developments.

This content is for educational only, is legal issues involving California community common interest developments.

This content ispurposes for educational not intended fornot commercial may not be addressing specific legal issues.

Specific and procedures purposes only, is intendeduse forand commercial userelied andupon may in not be reliedany upon in addressing any specicpolicies legal issues.

Specic that your company and/or law firmcompany have developed and may fully satisfy applicable laws. policies andassociation, proceduresmanagement that your association, management and/ormay lawdiffer rm have developed mayalldier and may fully Copyright 2019 by EPSTEN GRINNELL2019 & HOWELL, APC, unless otherwise indicated.

These materials may not be reproduced or satisfy all applicable laws. Copyright

by EPSTEN GRINNELL & HOWELL, APC, unless otherwise indicated.

These materials distributed without express permissionwithout of Epstenexpress Grinnellpermission & Howell, APC. UpdatedGrinnell 11.19.19& Howell, APC. Updated 11.19.19 may not be reproduced or distributed of Epsten

Dea Franck has been an attorney with Epsten Grinnell & Howell, APC since 2013 and was recently promoted to Shareholder in July of 2019. Dea plays an active role in producing the firm’s annual Community Association Law Resource Book, speaks at the firm’s annual Legal Symposia and has developed and taught countless educational programs for CAI and community association board members and managers.

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25

2020 CALENDAR

COMMUNITY ASSOCIATIONS INSTITUTE - COACHELLA VALLEY JANUARY

1 WEDNESDAY 10 FRIDAY 14 TUESDAY 15-18 WEDNESDAY-SATURDAY 17 FRIDAY 20 MONDAY 24 FRIDAY

HOLIDAY - NEW YEAR’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU) BOARD MEMBER WORKSHOP (BMW) CAI NATIONAL LAW SEMINAR AWARDS & MONTE CARLO NIGHT - ATLANTIS HOLIDAY – MARTIN LUTHER KING DAY ANNUAL COMMITTEE LEADERSHIP TRAINING

28

CAI-CV BOARD MEETING

TUESDAY

25

TUESDAY

MARCH 6 13 20 24 27 27

FRIDAY FRIDAY FRIDAY TUESDAY FRIDAY FRIDAY

30-31 MONDAY-TUESDAY

APRIL

3 FRIDAY 7 TUESDAY 10 FRIDAY 17 FRIDAY 24 FRIDAY 28 TUESDAY 30

THURSDAY

MAY

1 FRIDAY 5 TUESDAY 15 FRIDAY 22 FRIDAY 25 MONDAY 26

TUESDAY

JUNE

26

HOA BOARD BASIC TRAINING BOARD MEMBER WORKSHOP (BMW) CAM DAY - NUTS & BOLTS FOR COMMUNITY MANAGERS / ASSISTANTS HOLIDAY – PRESIDENT’S DAY M-201 FACILITIES MANAGEMENT (FOR MANAGERS) (CEU) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU)

FRIDAY FRIDAY

23-25 THURSDAY-SATURDAY

AUGUST

HOLIDAY – INDEPENDENCE DAY ASSISTANT MANAGER ON THE RUN (AMOTR) (CEU) M-100 ESSENTIALS OF COMMUNITY MANAGEMENT (CEU)

7 21

FRIDAY FRIDAY

MANAGER ON THE RUN (MOTR) (CEU) CMCA REVIEW (FOR MANAGERS)

25

TUESDAY

CAI-CV BOARD MEETING

1 TUESDAY 4 FRIDAY 7 MONDAY 11 FRIDAY

15 TUESDAY 17-18 THURSDAY-FRIDAY 25 FRIDAY

BOARD MEMBER WORKSHOP (BMW) ASSISTANT MANAGER ON THE RUN (AMOTR) (CEU) HOLIDAY – LABOR DAY EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU) ANNUAL COMMUNITY MANAGEMENT CAREER NIGHT M-205 RISK MANAGEMENT (FOR MANAGERS) (CEU) COMMON INTEREST DEVELOPMENT LAW COURSE – CALIFORNIA (FOR ALL MEMBERS)

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CAI-CV BOARD MEETING

2020 CAI-CV BOARD MEETING

EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU) M-206 FINANCIAL MANAGEMENT (FOR MANAGERS) (CEU) ASSISTANT MANAGER ON THE RUN (AMOTR) (CEU) CAI-CV BOARD MEETING BOARD MEMBER WORKSHOP - ASK THE ATTORNEY (BMW) CORKS FOR CLAC WINE TASTING CAI DAY AT THE CAPITOL

MANAGER ON THE RUN (MOTR) (CEU) BOARD MEMBER WORKSHOP (BMW) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU) M-203 COMMUNITY LEADERSHIP (FOR MANAGERS) (CEU) ANNUAL SPRING GOLF TOURNAMENT CAI-CV BOARD MEETING PCAM SOCIAL & FUNDRAISER

ASSISTANT MANAGER ON THE RUN (AMOTR) (CEU) BOARD MEMBER WORKSHOP (BMW) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU) M-204 COMMUNITY GOVERNANCE (FOR MANAGERS) (CEU) HOLIDAY – MEMORIAL DAY CAI-CV BOARD MEETING

2 TUESDAY 5 FRIDAY 5 FRIDAY 5 FRIDAY 10-13 WEDNESDAY-SATURDAY 19 FRIDAY 26 FRIDAY

BOARD MEMBER WORKSHOP (BMW) MANAGER ON THE RUN (MOTR) (CEU) EDUCATED BUSINESS PARTNER COURSE ANNUAL SUMMER SIZZLER CAI NATIONAL CONFERENCE EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU) ANNUAL BOWLING TOURNAMENT

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CAI-CV BOARD MEETING

TUESDAY

3 10

SEPTEMBER

FEBRUARY

1 SATURDAY 4 TUESDAY 7 FRIDAY

17 MONDAY 14 FRIDAY 21 FRIDAY

JULY

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TUESDAY

OCTOBER

2 FRIDAY

6 TUESDAY 9 FRIDAY 10 SATURDAY 12 MONDAY 15-16 THURSDAY-FRIDAY 23 FRIDAY 27 TUESDAY

M-202 ASSOCIATION COMMUNICATIONS (FOR MANAGERS) (CEU) BOARD MEMBER WORKSHOP (BMW) MANAGER ON THE RUN (MOTR) (CEU) BOARD BASIC TRAINING HOLIDAY – COLUMBUS DAY CAI NATIONAL CALIFORNIA LEGAL FORUM LEGISLATIVE UPDATE & MINI TRADE SHOW (CEU) CAI-CV BOARD MEETING

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ANNUAL OKTOBERFEST

FRIDAY

NOVEMBER

3 TUESDAY 6 FRIDAY 11 WEDNESDAY 13 FRIDAY

17 TUESDAY 20 FRIDAY

BOARD MEMBER WORKSHOP (BMW) ASSISTANT MANAGER ON THE RUN (AMOTR) (CEU) HOLIDAY – VETERAN’S DAY M-300 ETHICS AND THE COMMUNITY MANAGER (FOR MANAGERS) (CEU) CAI-CV BOARD MEETING EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU)

26-27 THURSDAY-FRIDAY

HOLIDAY - THANKSGIVING

DECEMBER

3-4 THURSDAY-FRIDAY 4 FRIDAY 4 FRIDAY 4 FRIDAY 11 FRIDAY

15 TUESDAY

CAI’s PCAM CASE STUDY (FOR MANAGERS) (CEU) MANAGER ON THE RUN (MOTR) (CEU) BOARD LEADERSHIP DEVELOPMENT WORKSHOP ANNUAL HOLIDAY OPEN HOUSE EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (CEU) CAI-CV BOARD MEETING

24-25 THURSDAY-FRIDAY

HOLIDAY - CHRISTMAS

JANUARY 2021 15

FRIDAY

AWARDS & MONTE CARLO NIGHT CEU = CONTINUING EDUCATION UNITS OFFERED

FEATURE Mark Your 2020 Calendars!

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW FRIDAY, JANUARY 10, 2020, 11:15 A.M. TO 1:30 P.M. Palm Valley Country Club 39205 Palm Valley Dr, Palm Desert

THE COMMON DENOMINATOR BETWEEN YOU AND EVERYONE ELSE How to Choose a Positive Attitude in Your Day-to-Day Life Not Everyone is Like You! The Choice is Up to You!

RENOWN NATIONAL INSPIRATIONAL SPEAKERS

Who Me? SERVE ON AN HOA BOARD? DO YOU NEED HELP RECRUITING NEW BOARD MEMBERS FOR YOUR ASSOCIATION? This new brochure from CAI-CV’s Homeowner Leader Committee will help you develop a succession plan for your community by getting people interested in serving. Copies are available at the CAI-CV office or online at www.cai-cv.org!

Dr. David Jones & Mrs. Jennifer Jones

GURALNICK & GILLILAND _________________________________________________________________________________________________

• Corporate Counsel •

• Legal Opinions

• Assessment Lien and Foreclosure

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

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

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27

FEATURE

Have you ever thought about serving on an HOA board?

I

f you are holding this brochure, it may be because someone thinks you would make a good director for your community association (HOA). Maybe you attend board meetings and ask good questions.

Or, it could be that you feel you could help the board make better decisions. Did you know the best people to serve on a community board are people who feel they have something to contribute to the entire community? It could be you have special skills or you have some extra time and would like to volunteer to serve. If you are interested in serving on an HOA board and feel you have something to contribute, keep reading.

What does the Board of Directors do?

The Board’s primary directive is to preserve and enhance home values in a community where residents own something in common. Directors are tasked with maintaining the community’s common areas and maintaining and replacing commonly owned components such as gates, landscape, roads and paint when needed. In California, most community associations are considered common interest developments (CIDs) and are governed as homeowner associations (HOAs). CIDs are typically set up as nonprofit corporations and directors must manage the operations of the corporation in accordance with local, state and federal laws. In California, the primary bodies of law governing HOAs are the California Corporations Code and the Davis-Stirling Act.

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ATTRIBUTE TEST Take this short quiz to see if being on a community board is right for you.

I have ideas that will preserve and enhance the home values in my community I’m a team player I have pride of ownership I work with integrity I value consensus and democracy I can contribute a skill or interest I understand the community’s best interest comes before my own I’m a good communicator I appreciate the contributions of others I enjoy learning new things If you marked more than a few of these attributes, serving on the board of your HOA will likely be worthwhile and rewarding for you and your community.

How will I know what to do?

In addition to laws and regulations, CIDs have governing documents like Covenants, Conditions & Restrictions (CC&Rs), and bylaws that spell out exactly what’s expected. From these documents, boards create rules for the community.

FEATURE

We’re just volunteers.

Do we govern all by ourselves? Sounds daunting!

Fortunately, boards are not expected to act on their own. Instead, they have a fiduciary duty to bring in professional advisors to help them make decisions. These advisors could be attorneys, community managers, architects, financial consultants, landscapers or any licensed professional. CAI helps boards with identifying key professional advisors who may have CAI designations. For attorneys, you will see CCAL after their name if they belong to CAI’s College of Community Association Lawyers. CAI designated Reserve Specialists will have an RS after their names and insurance professionals who understand the unique needs of HOAs will have the CIRMS, Certified Insurance and Risk Management Specialist, after their names.

Many other businesses have taken CAI’s Educated Business Partner (EBP) course. CAI maintains a list of credentialed professionals on their website at www.caionline.org.

What about the day-to-day operations?

The operations of an HOA can be time consuming.

Regulations and legal obligations make managing HOAs complicated and most HOAs need help.

One of the most important advisors a board should consider is a professional community manager. You will know capable community managers by their CAI professional designations. These include: • CMCA – Certified Manager of Community Associations (minimum one year of experience) • AMS – Association Management Specialist (minimum two years of experience) • PCAM – Professional Community Association Manager (minimum of five years of experience) Professional managers take CAI courses and must pass rigorous tests. The CMCA designation requires passing a test administered by the Community Association Managers International Certification Board (CAMICB) that is recognized in all 50 states and other countries. Serving on the board of a community that is professionally managed takes day-to-day managing off your plate so you can focus on the larger picture of financial planning, leadership and making your community a place people are proud to call home.

How much time is it going to take?

Like any nonprofit that relies on volunteers, CIDs tend to take whatever time you are willing to give. It is up to you to set your own limits. However, board members, at a minimum, should plan on attending board meetings and set aside enough time to review important board information prior to the meetings. Most boards meet either quarterly or monthly. Ideally, board members also serve on one of the association’s standing committees. Common committees include architectural, landscape, finance and social. You do not need to be a board member to serve on a committee, so you might consider joining a committee to get your feet wet while learning about how your board functions and the issues facing your community.

Best practices are to have time consuming day-to-day operations the responsibility of the professional community manager.

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29

FEATURE

The rewards

People who have served as board members describe their experience as rewarding.

They have made contributions to their community, assisted with maintaining and enhancing property values for all residents, and made some new friends.

Next Steps

If you want to serve on your board, call your community manager and ask about the upcoming election. Most boards stagger their board terms, so a few board seats are up for election each year.

Many boards also have term limits to encourage turnover. If you decide to run, you may need to fill out an application and submit it to the management company.

Education

CAI is the primary source of HOA board education internationally. You and your entire board (up to 15 members) and any homeowners interested in serving on a committee or eventually on the board may join CAI for $250 per year and begin taking classes right away. For more information about joining CAI, you may call the Coachella Valley Chapter office at (760) 341-0559. You may also visit CAI online at www.caionline.org or www.cai-cv.org.

Did you Know?

In the United States, there are more than 2,350,000 board and committee members who volunteer about 80,000,000 hours annually, worth over $1.76 billion in volunteer services to their communities.

Brief Statistics In the United States: • The value of homes in associations is $5.5 trillion • The value of assessments collected each year in HOAs is $85 billion • The value of assessments banked as reserves is $25 billion

In California: • There are 50,000 associations with more than 9,000,000 residents • There are more than 400,000 board members & committee volunteers • Property values exceed $700 billion with annual assessments close to $10 billion

CAI Resources • Largest collection of resources for HOAs • Largest source of webinars, seminars, workshops, conferences • Primary source of best practices • Largest collection of copyright-free articles for community newsletters

For more information about CAI, call (760) 341-0559 or go to www.caionline.org or www.cai-cv.org.

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CREATIVE | BRAND | CONSULTING Proud to be a part of the 2018 award winning CAI-CV team!

(714) 293-3749 BissellDesign.com

Licenses #664779

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 CAI-CV.org

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FEATURE

Surefire Steps to Guarantee Board Meetings Will Be Longer

By Kelly G. Richardson, Esq. CCAL

I

f board service is not difficult enough, you can crank it up a notch by making board meetings much longer. If people aren’t dozing by meeting’s end and if you’re done after 90 minutes you haven’t tried hard enough. Follow these steps to increase your chances.

Do not plan ahead – include everything you can think of on the agenda. Make sure you pack multiple major issues in simultaneously - don’t wait for the next meeting.

Avoid reading the board packet (if ever) until you arrive at the meeting. Ask lots of questions about things that are in the packet or in reports attached to the packets – that way you can prove that you did not prepare and make the whole board wait while you catch up.

Open forum remarks should be unlimited. Some HOAs have 3 minutes per speaker limits. Let people talk as much as they want. [That will give you time to read your board packet.]

Never use consent calendars. Everything must be a separate motion and discussed, no matter how minor, routine, or non-controversial.

down dissenting directors.

Avoid calm respectful speech. Get personal. A few insults now and then helps to derail the board for a while (and maybe makes things more lively for the audience). Look for implied or possibly veiled insults as much as possible, and make sure to defend yourself. Your pride must be defended at all times.

Never call for the question.

Let the audience participate – always. Even though the members observing the meeting cannot vote on board items, and have not reviewed the board packet, let them talk all they want. [That gives you time to check your email.]

Use agendas as a suggestion, not a road map. Sure, maybe the law requires you stick to the posted agenda, but just let the flow of discussion go where it will. Go with the flow, you’ll get back to the agenda eventually – maybe next meeting.

Remember, every board decision is equally important, and deserves equal discussion. There is no such thing as a simple decision. Talk about everything. The members want to hear your voice on each motion, no matter how large or small it is.

Always rehash committee reports and recommendations.

Committee work is fun, so why not just "EVEN THOUGH THE MEMBERS OBSERVING THE MEETING ignore the report and revisit the subject? Why simply CANNOT VOTE ON BOARD ITEMS, AND HAVE NOT trust the committee assigned to study a topic and REVIEWED THE BOARD PACKET, LET THEM TALK ALL THEY make recommendations? Revisiting the committee’s WANT. [THAT GIVES YOU TIME TO CHECK YOUR EMAIL.]" conclusions will remind the committee who is the boss, with the extra benefit of indicating that the If other directors disagree with you, keep talking - you might boss doesn’t respect or trust their work. wear them down. Sometimes if you drone on long enough, Boards which scrupulously follow these tips can, with people will occasionally back off their positions and you can some effort, attain the holy grail of long board meetings – delay a board vote… again and again. midnight!

Repetition is great. Repetitious arguments or revisiting Kelly G. Richardson, Esq. is a Fellow of the College previous decisions lengthens meetings. If it’s worth saying of Community Association Lawyers and Senior once, it might be worth saying many times. If it’s worth saying Partner of Richardson Ober PC, a California law once, it might be worth saying many times. It it’s worth saying firm known for community association expertise. once…

Submit questions to Kelly@RichardsonOber.com. Past Push for unanimous votes and complete consensus on columns at www.HOAHomefront.com. All rights reserved®. everything, so often you’ll need to take extra time to wear

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Time Honored Member Gary Flanders Flanders Painting

By Grace Paluck, CamEx, CCAM Gary Flanders is the owner of Flanders Painting in Palm Desert. He’s been providing services to HOA’s in the Coachella Valley for 26 years and has owned Flanders Painting for 36 years. He’s been fortunate enough to have retained most of his supervisory staff since he started business in the desert. He joined CAI in 1993 to be a part of the HOA community and during that time has Gary Flanders painted over 20,000 homes in the Coachella Valley.

Gary is always willing to spend time to make sure that managers and their board members are comfortable and knowledgeable about what their projects will entail.

Gary has been an active member of the chapter for many years and has spoken at CAI events and served on the Bowling Committee.

Gary is married to Kim and has two grandchildren in Santa Cruz. He’s a big fan of music and has it on “all the time,” especially Amazon Music. He loves going to concerts, playing golf and spending time on the lake riding his Airchair.

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

PWLC II, INC LANDCARE MANAGEMENT

Grace Paluck is the Division Executive Vice President for The Management Trust. She can be reached at (760) 776-5100 or by email at grace. paluck@managementtrust.com.

PWLC II, INC. has been providing quality landscape and golf course maintenane for our clients in Southern California since 1977. Our Palm Springs office employs more than 100 landscape professionals. PWLC specializes in "High End Landscape and Golf Course Maintenance Services".

In addition to our maintenance services, PWLC II, INC has a Commercial Tree Division and a Landscape Enhancement Division. We are fully licensed and insured with a $2 Million Liability Insurance. PWLC II, INC licenses include a C27 Landscape Contractors License, California Pest Control License and a "Certified Arborist" on staff.

For more information please contact us at (760) 323-9341 or email conniea@pwlc2.com

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(Copyright Š 2019* by California Association of Community Managers (CACM). All rights reserved. This article from the Fall/Winter 2019 issue of Vision magazine is reprinted with permission of CACM.)

FEATURE

Board Training 101

Association Boards Have Several Options to Learn About HOAs

By Scott Swinton

W

hen it comes to training board members or homeowners, what's new or changed? And how are boards learning about California laws and how to manage their communities?

Many management companies go out of their way to offer in-house training seminars for their board members.

Webinars have made those training seminars more accessible and bridge toward innovation and a tech answer, but based on the number of reported logins, this seems like a technological trial still finding its way.

Interestingly, more than one executive I talked with felt that it's unrealistic for the management company to shoulder the formal training of board members.

With the high level of apathy within so many HOAs, the revolving door of board members, and the limited time and budget allowed by hyper competitive management fees, it doesn't make sense, they claim, for management

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companies to be the go-to source for board education.

Many management companies do make valiant attempts through board training seminars, newsletters, and some limited consulting, while others simply outsource to other organizations. Unfortunately, few utilize these resources. It's universally agreed that a small percentage of board members ever attend.

SOME CITIES TAKE THE LEAD In researching what else is being done to train HOA board members, I found something interesting outside of California. The civic leaders of Chandler, Arizona, a sprawling suburb southeast of Phoenix, have curiously undertaken to train HOA boards and members themselves. City officials in Chandler have taken it on themselves to train and empower HOA board members through what they call the

Mayor's HOA Roundtable and an HOA Academy, regular educational events hosted by the city. Several years ago, realizing that management companies can only do so much, the neighborhood services division looked for a way to fill the educational void.

Stephen Erno, neighborhood services manager of Chandler, and the city of Chandler view HOAs uniquely. "HOAs are a benefit to the larger community," he said, adding that "Chandler's success is based on the HOAs' success." He is convinced that HOAs make surrounding communities better. Chandler, and Erno in particular, have embraced

"WITH THE HIGH LEVEL OF APATHY WITHIN SO MANY HOAS, THE REVOLVING DOOR OF BOARD MEMBERS, AND THE LIMITED TIME AND BUDGET ALLOWED BY HYPER COMPETITIVE MANAGEMENT FEES, IT DOESN'T MAKE SENSE, THEY CLAIM, FOR MANAGEMENT COMPANIES TO BE THE GO-TO SOURCE FOR BOARD EDUCATION." this innovative idea that the HOA is an integral part of the community, it's not going away, and that education regarding HOA governance is key to successful community relationships. Erno clearly understands that success can only manifest if the HOA is operating in a healthy way and can only follow if owners and board members understand the HOA paradigm. Rather than continue to field frustrating calls from owners wanting the city to uphold the CC&R's of their individual communities, Chandler came up with an educational solution.

At their Mayor's HOA Roundtable and HOA Academy, hundreds from across the city come to hear from attorneys, code enforcement officers, and industry

specific professionals. Erno talks about one of the most educational and enjoyable forums they host where homeowner attorneys face off against HOA attorneys in a Judge Judy format to hash out the issues. The purpose: Empower the community and offer the resources they need to thrive. Though the number of attendees still isn't overwhelming, the approach is truly innovative and holds great potential.

OUTSIDE TRAINING It makes sense that with the integral nature of the HOA to urban planning and government, civics courses in high schools, professors in local junior colleges, and even departments within the universities would begin to integrate the HOA paradigm into their curriculum and courses. But no matter who I ask or how I search it online, the sources for educating HOA members and board members continue to be nearly exclusively management companies and CACM-type institutions. But even if classes or degrees become available, board training should not be restricted to Davis Stirling, collections and contracts. Frankly, training on the specifics of running an HOA should be secondary to teaching leadership, board dynamics, prioritization and communication skills.

Most HOA board training focuses on laws, best practices, reserve studies, collections and other HOA-specific issues. Meanwhile the board training

I see offered for other non-profit entities focuses on communication, board effectiveness, intra-board dynamics, and governing with and around differing personalities.

Rather than simply learning to act as lawyers, cops and judges, if board members are trained to care and communicate, they will be more likely to read their CC&Rs, study Davis Stirling, and pursue the knowledge they need to

perform their role well. Not that they won't benefit from updates on new laws and tips from vendors, but those data points will be truly secondary to their need to understand how to lead.

Well-run communities are not led by boards who have memorized the entire Davis Stirling Act, rather those with great diplomacy, integrity and communication skills.

While searching for a new method of training HOA boards, keep in mind that there is more to leading an HOA than technology, best practice and law updates. Cultivate the skills that make for personal goodness and integrity, and the specifics will naturally follow.

Scott Swinton is a general contractor and Co-Founder & President of Unlimited Property Services, Inc. in Richmond, California. Scott can be reached at (510) 715-0653 or by email at scott@upsionline.com.

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CAI-CV 2020 EDUCATION

CAI-CV EDUCATION 2020 For all CAI-CV Members

10 EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOWS CAI-CV’s Educational Lunch Programs & Mini Trade Shows are attended by 150 to 220 CAI-CV members.

Educational Lunch programs usually take place at Palm Valley Country Club and start with the Mini Trade Show at 11:15 a.m. Educational programs begin around 12:00 p.m. and are finished by 1:15 p.m.

January 10, 2020, 11:15 AM (Friday) TOPIC: Fostering Positive Communities

February 21, 2020, 11:15 AM (Friday)

COMMUNITY ASSOCIATION BOARD MEMBER & HOMEOWNER LEADER EDUCATION CAI-CV will have nine 2-hour board member workshops that take place on Tuesday nights at 5:30 p.m. in the CAI-CV Classroom for 25-50 community association board members. CAI-CV will also host CAI’s all-day certificate program, the Board Leadership Development Workshop on December 4th and two Board Basic Training sessions on Saturdays.

BOARD MEMBER WORKSHOPS January 14, 2020, 5:30 PM (Tuesday) CAI-CV Classroom TOPIC: Managing HOA Water

TOPIC: Ask the Attorney

February 4, 2020, 5:30 PM (Tuesday)

March 6, 2020, 11:15 AM (Friday) TOPIC: Peril & Difference in Conditions Insurance

CAI-CV Classroom TOPIC: Rogue Boards = Disaster

April 10, 2020, 11:15 AM (Friday)

March 27, 2020, 3:30 PM (Friday)

TOPIC: Maintenance Programs & Matrixes

Shields Date Garden Auditorium Board Member Workshop – Ask the Attorney Program

May 15, 2020, 11:15 AM (Friday) TOPIC: State of the Valley (Politician Guest Speaker)

June 19, 2020, 11:15 AM (Friday)

April 7, 2020, 5:30 PM (Tuesday) CAI-CV Classroom TOPIC: Reserves & California Legal Requirements

TOPIC: Collections Concepts

May 5, 2020, 5:30 PM (Tuesday)

September 11, 2020, 11:15 AM (Friday)

CAI-CV Classroom TOPIC: HOAs of the FUTURE

TOPIC: Keeping Pace with Aging Communities

LEGISLATIVE UPDATE October 23, 2020, 11:15 AM (Friday) TOPIC: Legislative Update

November 20, 2020, 11:15 AM (Friday) TOPIC: Bids, Contracts & Dispute Resolution

December 11, 2020, 11:15 AM (Friday) TOPIC: Annual Meetings, Elections & Community Apathy

June 2, 2020, 5:30 PM (Tuesday) CAI-CV Classroom TOPIC: Boards & Professional Management – Who Does What?

September 1, 2020, 5:30 PM (Tuesday) CAI-CV Classroom TOPIC: Budgeting & Funding Philosophies Not the Numbers

October 6, 2020, 5:30 PM (Tuesday) CAI-CV Classroom TOPIC: HOA Insurance Fundamentals

MAXIMIZE

YOUR INFLUENCE JOIN THE PROGRAMS COMMITTEE 36

Quorum December, 2019

November 3, 2020, 5:30 PM (Tuesday) CAI-CV Classroom TOPIC: Ethics – Protecting Your HOA with a Code of Conduct

CAI-CV 2020 EDUCATION

Desert Cities NEW IN 2020 DESERT CITIES HOA Council HOA COUNCIL EDUCATION FOR ASSOCIATION BOARD MEMBERS The Desert Cities HOA Council (DCHC) is a forum for association board members to meet informally to discuss association issues and to learn best practices from professional advisors. DCHC is now affiliated with CAI-CV and works directly with the Chapter’s Homeowner Leader’s Committee. If you are interested in helping CAI-CV or DCHC plan education for board members, please contact the CAI-CV office at (769) 341-0559. If you would like to be added to the DCHC mailing list and be apprised of meeting topics, please contact Lisa Olson at lolson.mvhoa@gmail.com.

DCHC MEETS MOST MONTHS IN TWO LOCATIONS.

BOARD LEADERSHIP DEVELOPMENT WORKSHOP December 4, 2020, 8:30 AM (Friday)

CAI Certificate program 8.00 a.m. - 5:00 p.m.

• Module 1: Governing Documents and Roles & Responsibilities.

• Module 2: Communications, Meetings and Volunteerism.

• Module 3: Fundamentals of Financial Management.

• Module 4: Professional Advisors and Service Providers.

• Module 5: Association Rules and Conflict Resolution.

CAI-CV HOA BOARD BASIC TRAINING CAI-CV will be offering two three-hour board basic training sessions for new board members on Saturdays for Valley community board members in the CAI-CV Classroom.

Saturday, Febuary 1, 2020 Saturday, October 10, 2020

PALM SPRINGS The Pavilion

CATHEDRAL CITY Cathedral City Library

402 S. Pavilion Way Palm Springs

33520 Date Palm Drive Cathedral City

10:00 a.m. to 12:00 p.m.

10:00 a.m. to 12:00 p.m.

Cost: FREE

Cost: FREE

WEDNESDAYS January 29, 2020 February 26, 2020 March 25, 2020 April 29, 2020 May 27, 2020 June 24, 2020 September 30, 2020 October 28, 2020 November 18, 2020

THURSDAYS January 16, 2020 February 20, 2020 March 19, 2020 April 16, 2020 May 21, 2020 June 18, 2020 September 17, 2020 October 15, 2020 November 19, 2020

MAXIMIZE

YOUR INFLUENCE

JOIN THE HOMEOWNER LEADER COMMITTEE CAI-CV.org

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CAI-CV 2020 EDUCATION

2020 MANAGER EDUCATION

ASSISTANT MANAGER ON THE RUN (AMOTR) For assistant managers

CAI-CV will conduct 23 classes for community association managers in 2020. There will be six Manager on the Run (MOTR) workshops for managers and six workshops for assistant managers (AMOTR).

The workshop on February 7th will be an all-day training for both managers and assistant managers.

CAI-CV will also host CAI National’s M-100, all M-200s and one M-300 course in 2020. Classes range in size from 12 to 40.

March 20, 2020, 8:30 AM (Friday)

CAM DAY–ANNUAL NUTS & BOLTS OF Community Management

CAI-CV Classroom TOPIC: Dealing with Difficult People

Day-long course for managers and assistant managers.

September 4, 2020, 8:30 AM (Friday)

February 7, 2020, 8:30 AM (Friday)

MANAGER ON THE RUN (MOTR) CAI-CV will conduct six (6) workshops in 2020 for community managers. MOTR sponsorships are limited to CAI-CV Business Partners. Topics may change.

CAI-CV Classroom TOPIC: Creating a Management Dream Team

May 1, 2020, 8:30 AM (Friday) CAI-CV Classroom TOPIC: The Hierarchy of Governing Documents

July 10, 2020, 8:30 AM (Friday)

CAI-CV Classroom TOPIC: HOA Writing & Documentation Techniques

November 6, 2020, 8:30 AM (Friday) CAI-CV Classroom TOPIC: Staying Positive & Motivated

April 3, 2020, 8:30 AM (Friday) CAI-CV Classroom TOPIC: Difficult Board Members

June 5, 2020, 8:30 AM (Friday) CAI-CV Classroom TOPIC: Controlling Energy Costs – Solar & Other Saving Sources

August 7, 2020, 8:30 AM (Friday) CAI-CV Classroom TOPIC: Ask the Attorneys – Management Edition

October 9, 2020, 8:30 AM (Friday) CAI-CV Classroom TOPIC: Manager Leadership

December 4, 2020, 8:30 AM (Friday) CAI-CV Classroom TOPIC: Community Volunteers & Politics

CAI NATIONAL COURSES CAI’S M-201 – FACILITIES MANAGEMENT February 14, 2020, 8:30 AM (Friday) CAI-CV Classroom

CAI’s M-206 – FINANCIAL MANAGEMENT March 13, 2020, 8:30 AM (Friday) CAI-CV Classroom

CAI’S M-203 – COMMUNITY LEADERSHIP April 17, 2020, 8:30 AM (Friday) CAI-CV Classroom

CAI’S M-204 – COMMUNITY GOVERNANCE May 22, 2020, 8:30 AM (Friday) CAI-CV Classroom

CAI’s M-100 – ESSENTIALS OF COMMUNITY MANAGEMENT July 23-25, 2020, 8:30 AM (Thursday-Saturday) CAI-CV Classroom (for all members)

CAI’s M-205 – RISK MANAGEMENT September 17-18, 2020, 8:30 AM (Friday)

MAXIMIZE

YOUR INFLUENCE

JOIN THE PROFESSIONAL MANAGERS COMMITTEE 38

Quorum December, 2019

CAI-CV Classroom

CAI’S M-202 – ASSOCIATION COMMUNICATIONS October 2, 2020, 8:30 AM (Friday) CAI-CV Classroom

CAI-CV 2020 EDUCATION

MAXIMIZE

CAI’s M-300 – ETHICS AND THE COMMUNITY MANAGER November 13, 2020, 8:30 AM (Friday) CAI-CV Classroom

CMCA REVIEW (A CAI-CV Course) August 21, 2020, 8:30 AM (Friday) CAI-CV Classroom

NEW IN 2020 PCAM SOCIAL & FUNDRAISER CAI-CV will celebrate, the extraordinary accomplishments of our many PCAM managers who have reached CAI’s highest educational designation.

Join PCAM managers for a fun event of cocktails, heavy hors d'oeuvres, and networking. Proceeds from this event support the CAI-CV Scholarship Fund.

Thursday, April 30, 2020, 5:30 p.m.

CAI’S COMMON INTEREST DEVELOPMENT LAW COURSE – CALIFORNIA The CID Law Course is offered to all members and is a requirement for CAI designated managers to be certified in California. The course will be taught in the CAI-CV classroom.

September 25, 2020, 8:30 AM (Friday)

CAI-CV

EDUCATED BUSINESS PARTNER

BUSINESS PARTNER EDUCATION

Educated Business Partner (EBP) The Educated Business Partner (EBP) is a nationally recognized distinction from CAI National. Business partners who participate receive a certificate and are granted permission to use the EBP logo in their advertising.

YOUR INFLUENCE

JOIN A CAI COMMITTEE

Join CAI-CV’s volunteer leadership team by becoming a member of a committee. Committee members have the opportunity to build lasting relationships with CAICV 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!

MEMBER INFORMATION

Name Company/ Association Name Street Address State

City

Zip

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:

June 5, 2020, 12:00 PM (Friday)

MAXIMIZE

YOUR INFLUENCE JOIN THE EDUCATION COMMITTEE

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.

Signature CAI-CV.org

Date facebook.com/CAICV

@CAI-CV

39

CAC-CV 2020 COMMITTEES AND MEETING DATES

CAI-CV 2020 COMMITTEES MAXIMIZE YOUR CAI-CV MEMBERSHIP BY SERVING ON A CHAPTER COMMITTEE. All members are encouraged to join one or more CAI-CV committees. CAI-CV has over 150 committee volunteers each year that manage all our events and educational programs. Serving on a CAI-CV committee is the fastest way to build relationships that will help your career and business to flourish. Here is a list of CAI-CV’s committees with their leadership and meeting dates for 2020. Joining a committee is simple. Just fill out the Committee Volunteer Form (page 39) and scan it back to the CAI-CV office at admin@cai-cv.org.

NETWORKING & EVENT COMMITTEES AWARDS COMMITTEE Awards & Monte Carlo Night January 15, 2021 Chair, Trish Forte, Albert Management, Inc. Co-Chair, Michele Lopez , CMCA, AMS, Powerstone Property Management Board Liaison, Mike Traidman, Mira Vista at Mission Hills HOA Meeting Time: 12:00 PM Meeting Dates: 1/2/2020 2/13/2020 3/12/2020 4/2/2020 5/7/2020 6/11/2020 7/9/2020

8/13/2020 9/3/2020 10/8/2020 11/5/2020 12/17/2020 1/7/2021

BOWLING COMMITTEE CAI-CV Annual Bowling Tournament Friday, June 26, 2020

GOLF COMMITTEE CAI-CV Annual Spring Golf Tournament – Friday, April 24, 2020

Chair, Rob Winkle, Roof Asset Management

Chair, Dan Farrar, CMCA, AMS, FirstService Residential

Co-Chair, Micha Ballesteros, Cartwright Termite & Pest Control, Inc.

Co-Chair, Micha Ballesteros, Cartwright Termite & Pest Control, Inc.

Board Liaison, Loni Peterson, PCAM, Associa Desert Resort Management

Board Liaison, Jolen Zeroski, CMCA, Union Bank HOA Services

Meeting Time: 12:00 PM Meeting Dates: 1/21/2020 2/18/2020 3/17/2020 4/21/2020

5/19/2020 6/2/2020 6/16/2020

Wrap Up - 7/21/2020 August - December - DARK BUSINESS PARTNER COMMITTEE Educated Business Partner Course & Summer Sizzler – Friday, June 5, 2020 Holiday Open House & Charity Event – Friday, December 4, 2020

Meeting Time: 12:00 PM Meeting Dates: 12/16/2019 1/13/2020 2/10/2020

3/9/2020 3/30/2020 4/13/2020

7/14/2020 8/11/2020 9/8/2020 10/13/2020 11/10/2020 12/8/2020

OKTOBERFEST COMMITTEE Annual Oktoberfest Celebration – Friday, October 30, 2020 Chair, Erin Klink, Pacific Western Bank Co-Chair, Carlos Contreras, Sunshine Landscape Co-Chair, Bridget Nigh, Dunn-Edwards Corporation

Meeting Dates: 2/5/2020 3/4/2020 4/1/2020 5/6/2020 6/3/2020

7/1/2020 8/5/2020 9/2/2020 10/7/2020 10/21/2020

Wrap Up - 11/4/2020 December - January - DARK WINE TASTING COMMITTEE CAI-CV’s Annual Corks for CLAC – Friday, March 27, 2020 Chair, Gloria Kirkwood, PCAM, Associa Desert Resort Management Co-Chair, Alison LeBoeuf, The Sherwin Williams Paint Company Board Liaison, Louise Stettler, Palm Desert Greens HOA Meeting Time: 3:30 PM Meeting Dates:

12/9/2019 1/21/2020 2/18/2020

3/3/2020 3/17/2020

WRAP UP - 04/21/2020 May - November - DARK

40

Quorum December, 2019

Co-Chair, Holly Smith, CMCA, AMS, Powerstone Property Management Board Liaison, Loni Peterson, PCAM, Associa Desert Resort Management Meeting Dates:

Meeting Time: 12:00 PM

1/14/2020 2/11/2020 3/10/2020 4/14/2020 5/12/2020 6/9/2020

Chair, Loni Peterson, PCAM, Associa Desert Resort Management

June - November - DARK

Co-Chair, Chris Meyer, Asphalt MD’s

Meeting Dates:

CAI’s Day at the Capitol – MondayTuesday, March 30-31, 2020

Meeting Time: 12:00 PM

Board Liaison, Jolen Zeroski, CMCA, Union Bank HOA Services

Meeting Time: 12:00 PM

CLAC LEGISLATIVE SUPPORT COMMITTEE (LSC) Provides local support for CAI’s California Legislative Action Committee.

Wrap Up - 5/11/2020

Chair, Chris Cellini, Flood Response

Board Liaison, Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency

YEAR-ROUND & PROFESSIONAL DEVELOPMENT COMMMITTEES

1/30/2020 2/27/2020 3/26/2020 4/30/2020 5/28/2020 6/25/2020

7/30/2020 8/27/2020 9/24/2020 10/29/2020 11/19/2020 12/17/2020

COMMUNICATIONS COMMITTEE Manages CAI-CV’s social media and online presence.

Chair, Alison Leboeuf, The Sherwin Williams Paint Company Co-Chair, Matt Rittenhouse, CMCA, AMS, WhiteStar Management, Inc. Board Liaison, Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Meeting Time: 11:00 AM Meeting Dates: 1/8/2020 2/12/2020 3/11/2020 4/8/2020 5/13/2020 6/10/2020

7/8/2020 8/12/2020 9/9/2020 10/14/2020 11/18/2020 12/9/2020

CAI-CV 2020 COMMITTEES AND MEETING DATES

EDUCATION COMMITTEE Manages CAI and CAI-CV education for all members.

Co-Chair, Rhonda Drews, PCAM, RealManage Co-Chair, Steven Shuey, PCAM, Personalized Property Management Board Liaison, Cardinal Ambrose, PCAM, Associa Desert Resort Management Meeting Time: 12:00 PM 7/8/2020 8/12/2020 9/9/2020 10/14/2020 11/12/2020 12/9/2020

HOMEOWNER LEADER COMMITTEE Represents Homeowner Leader interests with all committees, assists the Desert Cities HOA Council.

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 Meeting Time: 9:00 AM Meeting Dates: 1/7/2020 2/4/2020 3/3/2020 4/7/2020 5/5/2020 6/2/2020

Chair, Damian Jenkins, The Management Trust Co-Chair, Chris Cellini, Flood Response Board Liaison, Cardinal Ambrose.

PCAM, Associa Desert Resort Management Meeting Time: 3:30 PM

Meeting Dates: 1/8/2020 2/12/2020 3/11/2020 4/8/2020 5/13/2020 6/10/2020

MEMBERSHIP COMMITTEE Recruits new members and ensures existing members receive highest possible value for their CAI membership.

7/7/2020 8/4/2020 9/1/2020 10/6/2020 11/3/2020 12/1/2020

Meeting Dates 1/13/2020 2/10/2020 3/9/2020 4/13/2020 5/11/2020 6/8/2020

7/13/2020 8/10/2020 9/21/2020 10/19/2020 11/9/2020 12/14/2020

PROFESSIONAL MANAGERS COMMITTEE Represents Professional Managers’ interests with all committees.

PCAM Social & Fundraiser – Thursday, April 30, 2020 Chair, Rhonda Drews, PCAM, RealManage Co-Chair, Loni Peterson, PCAM, Associa Desert Resort Management Board Liaison, Cardinal Ambrose, PCAM, Desert Resort Management Meeting Time: 3:30 PM Meeting Dates: 1/8/2020 2/5/2020 3/4/2020 4/1/2020 5/6/2020 6/3/2020

7/1/2020 8/5/2020 9/2/2020 10/7/2020 11/4/2020 12/9/2020

PROGRAMS COMMITTEE Manages ten CAI-CV Educational Lunch Programs & Mini Trade Shows.

Chair, Julie Balbini, Esq., Fiori Racobs & Powers, A PLC Co-Chair, Mary Walker, Millennium Community Management Board Liaison, Louise Stettler, Palm Desert Greens Country Club HOA Meeting Time: 4:00 PM

PUBLIC RELATIONS COMMITTEE Manages CAI-CV’s external reputation, works with media and builds relationships with Coachella Valley cities, Realtors and other key professional groups.

Chair, Karen Tillotson, CMCA, AMS, FirstService Residential Co-Chair, Julie Balbini, Esq., Fiore Racobs & Powers, A PLC

Meeting Time: 12:00 PM Meeting Dates: 1/6/2020 2/3/2020 3/2/2020 4/6/2020 5/4/2020 6/1/2020

7/6/2020 8/3/2020 9/14/2020 10/5/2020 11/2/2020 12/7/2020

CAI-CV.org

Co-Chair, Rodney Bissell, Bissell Design Studios Board Liaison, Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC Meeting Time: 12:00 PM 1/15/2020 2/19/2020 3/18/2020 4/15/2020 5/20/2020 6/17/2020

7/6/2020 8/3/2020 9/14/2020 10/5/2020 11/2/2020 12/7/2020

Board Liaison, Mike Traidman.

Mira Vista at Mission Hills HOA

Chair, Jennifer James, Esq., Green Bryant & French, LLP

Meeting Dates:

Meeting Dates: 1/6/2020 2/3/2020 3/2/2020 4/6/2020 5/4/2020 6/1/2020

QUORUM COMMITTEE Publishes two-time national awardwinning Quorum Magazine.

7/15/2020 8/19/2020 9/16/2020 10/21/2020 11/18/2020 12/16/2020

VOLUNTEER COMMITTEE Manages volunteers for event setup, registration, greeting and cleanup for all CAI-CV events.

Chair, Lily Ortega, Pro Landscaping, Inc. Co-Chair, Cami Staviski, Vantage Point Construction Board Liaison, Dea Franck, Esq., Epsten Grinnell & Howell, APC Meeting Time: 12:00 PM Meeting Dates: 1/22/2020 2/26/2020 3/25/2020 4/22/2020 5/27/2020

6/24/2020 7/22/2020 8/26/2020 9/23/2020 10/28/2020

November - December - DARK

facebook.com/CAICV

@CAI-CV

41

ATTENTION COMMUNITY ASSOCIATION MANAGERS AND ASSISTANT MANAGERS SAVE THE DATE FOR CAI-CV’s

C

A

M DAY

2020

FRIDAY, FEBRUARY 7, 2020 | 8:30 a.m. – 5:00 p.m.

INTRODUCING CAI-CV’S NEW CAM DAY An interactive day of learning for Community Association Managers and Assistant Managers. Earn FIVE Continuing Education Units (CEUs) while attending unique and lively sessions focused on sharpening management skills and professionalism.

Choose the sessions that fit your experience and interests.

SING UP ONLINE AT WWW.CAI-CV.ORG. COST: $50

Community security to network security: HOA protection and IT solutions.

The world is changing. From electronic security systems that protect your community and residents to advanced IT environment solutions, get ironclad protection. As industry leaders, we’ve forged two decades of trusted relationships. Providing integrated, technology enabled services from a single source, we safeguard everything from perimeter walls to firewalls. So whether it’s your community or your IT network, we’ve got your back.

Always.

For more, go to amsconnectme.com or call 760.341.3593.

We’ll get you protected and connected. You’ll see.

42

Quorum December, 2019

Contractors Lic. # 235717

WESTERN PACIFIC Roofing Corporation

Since 1949

“Complete Roofing Services”

We can help you meet your CVWD "Efficient" budget!

Repairs • Re-roofing Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com

JOIN THE

QUORUM

Fernando Fregoso (760) 772-3673

fernandof@thevintageco.com

COMMITTEE

admin@cai-cv.org | (760) 341-0559

A L L- I N - O N E

solution to manage all aspects of your condo or community association

» Financial management

» Homeowner and resident support » Board, resident, vendor, attorney and closing portals » Mobile apps » Deed restriction management » Vendor management

» » » » » »

Board meeting management Certified community management staff Insurance management Architectural control Delinquent account management Tax and audit management

866.403.1588 | info@realmanage.com | www.realmanage.com CAI-CV.org

facebook.com/CAICV

@CAI-CV

43

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

CAI-CV UPCOMING EVENTS

TURQUOISE IS FOR LOCAL EVENTS

SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG AND FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG DECEMBER

JANUARY

CAI’s Board Leadership Development Workshop (for board members) WHEN: Friday, December 6, 2019, 8:30 a.m. – 5:00 p.m.

W HERE: Woodhaven Country Club, Palm Desert

CAI’s Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, January 10, 2020, 11:15 a.m.

W HERE: Palm Valley Country Club, Palm Desert

CAI’s Holiday Open House & Charity Event (for all members) WHEN: Friday, December 6, 2019, 5:30 p.m.

W HERE: Woodhaven Country Club, Palm Desert

CAI-CV’s Board Member Workshop

CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, December 6, 2019, 8:30 a.m.

W HERE: CAI-CV Classroom, Palm Desert

(for board members)

WHEN: Tuesday, January 14, 2020, 5:30 p.m.

W HERE: CAI-CV Classroom, Palm Desert CAI's National Law Seminar (for all managers) WHEN: Wednesday-Saturday, January 15-18, 2020 W HERE: Las Vegas, NV

NEW-CAI’s Educational Lunch Program (for all members) WHEN: Friday, December 13, 2019, 11:15 a.m. – 1:30 p.m.

W HERE: Palm Valley Country Club, Palm Desert

CAI-CV’s Annual Awards & Monte Carlo Night –ATLANTIS (for all members)

WHEN: Friday, January 17, 2020, 5:30 p.m.

W HERE: Omni Rancho Las Palmas Resort & Spa, Rancho Mirage

2019 CORPORATE SPONSORS PLATINUM______

AMS Paving, Inc. Asphalt MD's Associa Desert Resort Management Bissell Designs Studios Inc. BRS Roofing Inc. Cartwright Termite & Pest Control Conserve LandCare Fiore Racobs & Powers A PLC NPG Asphalt Pacific Western Bank Prendiville Insurance Agency Roof Asset Management Signarama Sunshine Landscape Vantage Point Construction, Inc. Western Pacific Roofing

GOLD________

Allied Universal AMS Connect Automation Pride Diversified Asphalt Products EmpireWorks Reconstruction and Painting Epsten Grinnell & Howell, APC Flood Response Green Bryant & French, LLP O'Connell Landscape Maintenance Pro Landscaping, Inc. PWLC II, Inc. Sherwin-Williams Paint Company Vintage Associates, Inc.

SILVER________ Advanced Reserve Solutions Alliance Association Bank Animal Pest Management Services, Inc. Ben's Asphalt & Seal Coating Dunn-Edwards Corporation Flanders Painting Frazier Pest Control, Inc. Horizon Lighting Inc. Mutual of Omaha Bank/ CondoCerts Nissho of California, Inc. Patrol Masters, Inc. Powerful Pest Management Roseman Law, APC SCT Reserve Consultants, Inc. Seacoast Commerce Bank Securitas Security Services, USA, Inc. Sustainable Water Solutions Three Phase Electric Tinnelly Law Group

BRONZE______ Adams Stirling. PLC Alan Smith Pool Plastering Albert Management Inc. A-Rising Builders Brabo & Carlsen, LLP C. L. Sigler & Associates Cooper Coatings INC Delphi Law Group, LLP DSI Security Services First Foundation Bank FirstService Residential Guralnick & Gilliland, LLP

LaBarre/Oksnee Insurance Agency, Inc. Liftmaster Patio Shoppers, Inc. Powerstone Property Management S. B. S. Lien Services Servpro of Palm Desert Shetler Security Services SunTech Consulting and Roofing The Management Trust Union Bank United Paving Co. Vista Paint Corporation

Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press.

Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, (760) 341-0559.