January 2021 Quorum

JANUARY 2021

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JANUARY 2021

Lake Mirage Racquet Club Homeowners Association FEATURES

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Preparing for Floods and Plumbing Malfunctions Is Your Property Protected from the Next Big Earthquake?

2021 Economic Predictions for Coachella Valley Will You Be Ready When Disaster Strikes?

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Quorum January, 2021

GURALNICK & GILLILAND _________________________________________________________________________________________________

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• Legal Opinions

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• • 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

Please Consider a One-Time Gift to CAI-CV! CAI-CV COVID-19 Recovery Fund $5,000, $2,500, $1,000, $500 SOUTHERN CALIFORNIA’S PREMIER PRIVATE SECURITY SERVICES with the most complete and trusted TAILORED SECURITY SOLUTIONS for your community with 100% money back CONTACT US Toll Free: (877) 648-0602 Fax: (714) 648-0842 sales@patrolmasters.com www.patrolmasters.com

During COVID-19, CAI-CV has been unable to hold fundraising events.

Please consider a one-time gift to help the Chapter recover from the 2020 pandemic. Your gift will count toward your total marketing dollars and CAI-CV will list your company as contributing to the Chapter’s COVID-19 Recovery Fund as CAI-CV Angels in Quorum Magazine.

CAI-CV.org

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ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP...............................................3

ASPHALT AMS PAVING................................................................24 ASPHALT MD'S..............................................................4 NPG ASPHALT..............................................................21

ATTORNEYS EPSTEN........................................................................21 FIORE RACOBS & POWERS, A PLC..............................19 GREEN BRYANT & FRENCH, LLP....................................6 GURALNICK & GILLILAND, LLP......................................3

BANKING CIT.................................................................................4

CONSTRUCTION VANTAGE POINT..........................................................44

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

GATES & GARAGE DOORS AUTOMATION PRIDE....................................................47

INSURANCE PRENDIVILLE...............................................................32

LANDSCAPING CONSERVE LANDCARE................................................17 PRO LANDSCAPING, INC..............................................24 PWLC II, INC. ..............................................................46 VINTAGE LANDSCAPE....................................................3

MANAGEMENT THE MANAGEMENT TRUST............................................2 ASSOCIA DESERT RESORT MANAGEMENT.................16 REALMANAGE..............................................................47

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Quorum January, 2021

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CONTENTS 2021 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Green Bryant & French, LLP

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

MARILYN RAMOS, CO-CHAIR Guralnick & Gilliland, LLP

STEVEN SHUEY, PCAM BOARD LIAISON

Personalized Property Management

KIMBERLY BURNETT

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

JAY JARVIS, AMS, CMCA, CCAM HOA Office, Inc.

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MIKE REY

CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

CHRIS SIGLER, B.S.C.E, CDT C.L. Sigler & Associates, Inc.

HOLLY SMITH, CMCA, AMS

Associa Desert Resort Management

GEN WANGLER, ESQ., CCAL CREATIVE DIRECTOR & GRAPHIC DESIGNER CAI-CV

EDUCATED BUSINESS PARTNER

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

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

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FEATURES 10

By Marilyn Ramos

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SUBSCRIBER SERVICES

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.

Preparing for Floods and Plumbing Malfunctions

By Christopher J. Cellini

18 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.

Lake Mirage Racquet Club Homeowners Association

Is Your Property Protected from the Next Big Earthquake?

By Brian James

26

2021 Economic Predictions for Coachella Valley

By Bruce Latta

28

Will You Be Ready When Disaster Strikes?

By Tim Flanagan, Esq. and Jordan Farmer, J.D.

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NEW BROCHURE FROM CAI-CV! CONDUCTING HOA MEETINGS & PARLIAMENTARY PROCEDURES CAI-CV.org

facebook.com/CAICV

@CAI-CV

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Julie R. Balbini, Esq., Fiore Racobs & Powers Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Roxi K. Bardwell, Advanced Reserve Solutions, Inc. Rodney Bissell, Bissell Design Studios, Inc. Kimberly Burnett, DSI Security Services Linda Cardoza, Alliance Association Bank Will Cartwright, Cartwright Termite & Pest Control, Inc. Todd Chism, PatioShoppers Tiffany Christian, Epsten, APC Angel Christina, Delphi Law Group, LLP Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten, APC Julie Frazier, Frazier Pest Control, Inc. Elaine Gower, The Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, Harvest Landscape, Inc. 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, CIRMS, 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, Conserve LandCare Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, CIT

Become an Educated Business Partner 6

Quorum January, 2021

Call the CAI-CV office or go to www.cai-cv.org for more information.

CONTENTS

EVENTS 2021 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT Prendiville Insurance Agency

CLINT ATHERTON, PCAM PRESIDENT-ELECT Sun City Palm Desert

MIKE TRAIDMAN PAST PRESIDENT

Mira Vista at Mission Hills HOA

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. SECRETARY

Fiore Racobs & Powers, A PLC

STEVEN SHUEY, PCAM TREASURER

Personalized Property Management

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

DAN FARRAR, CMCA, AMS DIRECTOR FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

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

LONI PETERSON, PCAM DIRECTOR

Associa Desert Resort Management

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA

MARGARET "GEN" WANGLER, ESQ. DIRECTOR 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.

12 Awards & Monte Carlo Night Friday, March 26, 2021 19 Desert Cities HOA Council Meeting Thursday, January 21, 2021, 10:00 a.m.

21 Educational Lunch Program & Mini Trade Show December Sponsor Links 26 CAI-CV Educational Lunch Program & Mini Trade Show Friday, January 22, 2021, 11:30 a.m.

40 CAI-CV 2021 Calendar 48 Upcoming Events

CHAPTER NEWS 4 List of Advertisers 6 Educated Business Partners 8 President’s Message 9 New & Renewing Members 17 Time Honored Ernie Casto, MC Painting & Construction

By Grace Paluck, CamEx, CCAM

29 Welcome Aboard Rick Reinmuth SoCal Shade Sails

By Meaghan Gaffney-Howe

41 CAI-CV 2021 Leadership 42 Consider Volunteering and Serving on a CAI-CV Committee 48 Corporate Sponsors

DEPARTMENTS FINANCE 22 Engagement Letter Process

By Jeremy Newman, CPA

CHARITY 23 Desert Arc Essential Business Service 30 3rd Annual RumChata Variety Golf Scramble Supporting Variety - the Children’s Charity of the Desert

By Rosie Casals

WATER WISE 25 AAA Rating Confirmed for CVWD’s Stormwater Channel Improvement Project

By CVWD CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

FROM THE CHAPTER

President’s Message Matthew Lawton, EBP, CIC, CIRMS Prendiville Insurance Agency, Farmers Insurance Group

H

appy New Year and Happy 40th Anniversary to CAI-CV! On behalf of the CAI-CV Board of Directors, we hope the New Year is bringing you good health, peace, and prosperity.

We are all hopeful that the pandemic will end soon. In the meantime, we are grateful for all our members who have kept CAI-CV thriving during the COVID-19 challenges. We remain determined to continue the work needed to keep our HOA communities thriving.

As you can see, the New Year brings in a new president for the Chapter. I am happy to serve and look forward to another successful year for CAICV. Please join me in thanking Mike Traidman for his two years of service as president. Mike will continue to serve on the board and Executive Committee as Past President. Sadly, we say goodbye to two board members who have completed their maximum six-year terms.

Our thanks to Jolen Zeroski (CIT) who served as CAI-CV’s treasurer. Jolen was instrumental in setting up the Chapter’s robust financial system. Rhonda Drews, PCAM (RealManage) has also completed her sixth year on the board. Rhonda spearheaded many of the Chapter’s educational programs and was the mastermind behind the Manager and Assistant Manager on the Run (MOTR & AMOTR) programs. Fortunately, both Jolen and Rhonda will continue to serve the Chapter in committee leadership positions. You may recall that Dea Franck, Esq. (Epsten, APC) served as the board secretary and left the board in November after serving her term.

Cardinal Ambrose, PCAM (Associa Desert Resort Management) left the board in September to retire. We want

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Quorum January, 2021

to thank Dea and Cardinal for their hard work and service to the Chapter.

Following the October board election, we announced four new members to the board. Please join me in welcoming Clint Atherton, PCAM, (Sun City Palm Desert), Julie R. Balbini Esq, (Fiore Racobs & Powers, A PLC), Jennifer James, Esq. (Green Bryant & French, LLP) and Dan Farrar, CMCA, AMS (FirstService Residential). We also announced a new lineup for our Board Executive Committee. In addition to yours truly serving as President and Mike Traidman as Past President, Clint Atherton, PCAM, will serve as President-Elect, Steven Shuey, PCAM (Personalized Property Management), will serve as Treasurer, and Julie Balbini, Esq., will serve as Secretary. We are grateful for the leadership and service of our former and new directors.

On January 15th, the Chapter will hold leadership training for the board and our incoming committee chairs and co-chairs. We have a fantastic group of volunteers this year. Please take a look on page 42, and sign up to volunteer on one or more of our 16 committees.

Serving on a CAI-CV committee is the best way to develop relationships with your peers and potential clients. To join a committee, please fill out the form on page 45 and email it to the office at admin@cai-cv.org. No one is turned away from volunteering on a CAI-CV committee.

Here is a brief update on COVID’s impact on the Chapter. The Chapter’s board will be working with our 100 plus corporate sponsors during the first couple weeks of January to plan out advertising and sponsorships for

2021 and to figure out what to do with unused sponsorships from 2020. We are sincerely grateful to our many corporate sponsors who have donated part or all their unused sponsorships to the Chapter. Starting next month, we will be thanking and highlighting these generous sponsors in Quorum and at events as “CAI-CV Angels.” Please join me in thanking them and remember to call on them when you need their services. The Chapter is also investigating the possibility of seeking funds through the federal Paycheck Protection Program for Covid-19 relief. We will continue to monitor COVID restrictions and you may be assured that we will restart our in-person programs as soon as it is safe.

The Chapter will release its new 2021 40th anniversary directory in January.

Please make sure to update your contact information online. Call the CAI-CV office at (760) 341-0559 if you need assistance.

We want to thank Kara Cermak (RealManage) for being our guest instructor for the MOTR program on December 4th where she taught managers how to navigate potential board politics. On December 11th, we held our Educational Lunch Program & Mini Trade Show on the topic of Annual Meetings, Elections, and Apathy. Please join me in thanking guest speakers, Lori Albert (Albert Management), Mark Dodge, (Associa Desert Resort Management), and James McCormick Jr., Esq., CCAL (Delphi Law Group, LLP) for an outstanding program.

On Friday, January 8th, we will have a MOTR class for managers called “What the New Norm Looks Like,” that will be taught by Steven Shuey, PCAM and Dave Carter, CMCA, AMS. On January

CAI-CV NEW & RENEWING MEMBERS 12th, we will hold our first Board Member Workshop (BMW). The Desert Cities HOA Council will hold its first meeting of the year on Thursday, January 21st. On January 22nd, we will kickoff our monthly Educational Lunch Program & Mini Trade Shows with guest speaker, Dr. Lori Baker-Schena, MBA, EdD. Dr. Baker is a renowned public speaker, author and scholar who will be presenting “Pivoting to the Positive,” an inspirational program to encourage all our members to keep up their morale during these turbulent times. You do not want to miss this program!

All our January programs will be virtual via Zoom. You may sign up now at www.cai-cv.org.

On behalf of the CAI-CV Board of Directors, we wish all our members a Happy New Year and our prayers are with you to stay healthy. Please let me know (or call the CAI-CV office) if you would like to share your great ideas with the board.

Matthew Lawton Certified Insurance Counselor (CIC) Community Insurance and Risk Management Specialist (CIRMS) CAI Educated Business Partner (EBP)

Prendiville Insurance Agency Farmers Insurance Group 760-774-2099 Cell Matt@PrendivilleAgency.com

CAI-CV New & Renewing Members NEW BUSINESS PARTNERS PACIFIC INTERWEST BUILDING CONSULTANTS, INC. Stacy Daiker (925) 939-5500 sdaiker@pacificinterwest.com REDWOOD PRIVATE SECURITY Jason Berckart (909) 435-4051 jberckart@redwood-security.net

RENEWING BUSINESS PARTNERS AMERICAN TECHNOLOGIES, INC. Cindy Helmstead (951) 206-7345 cindy.helmstead@us.belfor.com FIORE RACOBS & POWERS, A PLC Julie Balbini (760) 776-6511 jbalbini@fiorelaw.com GOTHIC LANDSCAPE Kellan Falconieri (951) 840-6766 kellan.falconieri@gothiclandscape.com GURALNICK & GILLILAND, LLP Melissa Platt (760) 340-1515 Ext. 123 melissap@gghoalaw.com HORIZON LIGHTING, INC. Nanci Auerbach (949) 247-4104 marketing@horizonlightingInc.com LAW OFFICE OF KAREN J. SLOAT, APC Karen Sloat (760) 899-7117 karen@karensloatlaw.com PATTON DOOR & GATE Al Johns (760) 250-7993 aj@pattondoorgate.com ROY PALACIOS INSURANCE AGENCY, INC. Tina Neubauer (949) 582-0964 tinap@palinsur.com

SIGN-A-RAMA Jeff Grady (760) 776-9907 jeff@pdsignarama.com

Paula Tapia (760) 766-6354 ptapia@drminternet.com

RENEWING MANAGER MEMBERSHIPS Jennifer Buxton (760) 623-6663 jennadinebuxton@gmail.com Susan Percival (760) 767-5944 clubcircleeast@gmail.com Shane Petrik (760) 333-9598 shanep99@gmail.com Sue Sweeney (760) 507-5709 thomasandsueare@yahoo.com ASSOCIA DESERT RESORT MANAGEMENT William Clifford (760) 625-5971 bclifford@drminternet.com Tina Dehe (760) 346-1161 tdehe@drminternet.com Rebecca Garrett (760) 346-1161 Ext. 1 bgarrett@drminternet.com Genney Groesbeck (760) 346-1161 ggroesbeck@drminternet.com Abraham Islas (760) 346-1161 xaislas@drminternet.com Carl McCullough (760) 601-3228 cmccullough@drminternet.com Larry Pfander (818) 988-9569 lpfander@drminternet.com

ELDORADO COUNTRY CLUB Kristi Foster (760) 423-1587 kristi@eldoradocc.org LAKE RIVERSIDE ESTATES COMMUNITY ASSOCIATION Robin Santillan (951) 763-4192 rsantillan@drminternet.com REALMANAGE Carolyn Chesnut (760) 202-9880 Ext. 5735 carolyn.chesnut@yahoo.com RIVIERA COMMUNITY CLUB, INC. Bill Palmer (253) 509-2390 wrp95914@gmail.com THE MANAGEMENT TRUST Gary Leobold (702) 985-4885 leobold100@gmail.com

RENEWING VOLUNTEER LEADERS Jean Newcomer CATHEDRAL CANYON COUNTRY CLUB ASSOCIATION #7 Tom Ellis Chrys Goodell Anita Roark Curtis Trammell PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION C. Bryan Cox Donald Macintosh Vincent Morgan Karen Tabbah Geoffrey Vokes

Alison Posey (760) 409-5498 aposey@drminternet.com Nikki Royer (760) 346-1161 nroyer@drminternet.com

CAI-CV.org

facebook.com/CAICV

@CAI-CV

9

FEATURE

Lake Mirage Racquet Club Homeowners Association

By Marilyn Ramos

L

ake Mirage Racquet Club Homeowners Association (Lake Mirage) is a gorgeous gated planned unit development located at 72727 Country Club Drive, just west of Monterey Avenue in Rancho Mirage. Construction of Lake Mirage started in 1985 with the final phases of the community completed in 1989. The site was formerly a date palm farm.

Lake Mirage is situated on 80 acres with two lakes (where catch and release fishing is permitted) and 238 fee simple lakefront homes. It was originally designed with tennis players in mind but soon came to have much wider appeal as a lakefront community.

This lovely subdivision includes a clubhouse, almost 20 acres of lakes, beautiful landscaping, gated entry with gatehouse, eleven swimming pools with spas, 3-hole pitch and putt golf facility, racquetball, nine tennis courts, two pickleball courts, and boating.

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Quorum January, 2021

FEATURE The California Spanish style homes at Lake Mirage range from 1,600 square feet to 3,300 square feet and all are lakefront with access to a boat dock.

The homes in phase 1 consist of 60 attached homes ranging in sizes from 2,400 to 3,049 square feet with two-to-three-bedrooms, and two to three bathrooms. There are ten two-story homes with the rest being single story. The remaining phases consist of 178 attached homes, all single story with sizes ranging from 1,650 to 2,148 square feet, also with two to three bedrooms and two to three bathrooms. All of the homes have a two-car garage.

The property values at Lake Mirage range from $375,000 to $600,000. With the current hot seller’s market, homes are currently selling from the mid $400,000s.

The monthly assessment is currently $748.00.

The assessment includes access to many amenities including the lakes, pools and spas, tennis courts, pickleball courts, golf and to the clubhouse that includes a workout room with fitness equipment, a billiards room, indoor basketball and racquetball courts, a library, a lounge and card room. Lake Mirage is an immaculately maintained gated community where all the homes have gorgeous water and mountain views and access to a private dock allowing members to operate electric boats on the lakes.

One of the things that truly makes Lake Mirage unique is its Yacht Club, which is a member of the Southern California Yacht Club association (SCYA) and members of the Yacht Club are entitled to reciprocal benefits from other yacht clubs.

One of the things that truly makes Lake Mirage unique is its Yacht Club

Of course, it takes a lot of people to manage and operate a well-run community such as Lake Mirage. The Association is managed by Associa – Desert Resort Management and their community manager is Jayme Fakehany, CMCA, AMS. Jayme says that Lake Mirage has some of the most dedicated volunteers that she has had the pleasure of working with.

In addition to efficient management, an active five-member board of directors help to keep things running smoothly. They work closely with committees that include Access Management, Architectural, Disaster Preparedness, Financial Planning, Lake and Water Management, Landscape, Pools, Recreation/Tennis, Rules and Documents, Social, Waterfowl, Welcome and, of course, the Yacht Club.

which is a member of the Southern California Yacht Club association (SCYA) and members of the Yacht Club are entitled to reciprocal benefits from other member yacht clubs.

The central location of Lake Mirage also makes it a perfect place to call home. It is close to shopping, dining and entertainment options. It has easy access to Bristol Farms gourmet market, El Paseo, Westfield Palm Desert mall, the McCallum Theatre and The River at Rancho Mirage. It is also very close to the Eisenhower Medical Center. Sunnylands Center and Gardens and the Children’s Discovery Museum are also just a few minutes away.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

11

FEATURE

CAI-CV LIVE! Educational Lunch Program & VIRTUAL Mini Trade Show Virtual Via Zoom

Friday, January 22, 2021 11:30 a.m. – 1:00 p.m.

CLICK HERE to Register

LUNCHEON TOPIC: PIVOTING TO THE POSITIVE: STARTING 2021 PRODUCTIVE, ORGANIZED …AND SANE Dr. Baker-Schena is a nationally renowned leadership consultant, professional speaker, and scholar who will provide practical tips for community managers, volunteer board members and business partners/vendors on: • Getting Organized The operation of the two lakes makes the Lake and Water Management Committee a very important committee that reviews and monitors all water, electric and gas consumption on a monthly basis. Numerous programs have been put in place to ensure the community is consuming the least amount of resources while still effectively operating the lakes.

The Association enlists the assistance of several CAI-CV business partners as needed including SW Aquatics and GML Landscape.

If you would like to know more about Lake Mirage, you may contact Jayme Fakehany at 760/773-3522 or via email at jfakehany@drminternet.com.

Marilyn Ramos is a Paralegal for Guralnick & Gilliland, LLP. She can be reached at (760) 340-1515 or by email at MarilynR@gghoalaw.com.

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Quorum January, 2021

GUEST SPEAKER

• Handling Difficult People • Enhancing Teams • Implementing Work-life Balance • Working from Home • Maintaining “Community” with your Colleagues and Clients While Working Virtually

Dr. Lori Baker-Schena, MBA, EdD

Dr. Baker-Schena will also provide some inspirational guidance to help keep up your morale during these turbulent times, with an eye towards the industry and societal changes we can expect in 2021.

Dr. Lori Baker-Schena works with individuals and businesses, including community association management companies, to achieve high levels of excellence, productivity and profitability. Dr. Baker-Schena brings to her clients 35 years as a healthcare public relations and marketing consultant, and 25 years as a tenured university professor teaching public relations and journalism. Dr. Baker-Schena holds a bachelor’s degree in Journalism and a MBA from CSUN and a doctorate in Organizational Leadership from the University of La Verne.

Sign Up Online At WWW.CAI-CV.ORG. Cost: $20 (760) 341-0559

FRIDAY, MARCH 26, 2021 AWARDS AND MONTE CARLO NIGHT

WELCOME TO CAI-CV’S SPEAKEASY

OUTDOORS AT PRO LANDSCAPING

WE’RE HEADING BACK TO 1920 TO THE BEGINNING OF PROHIBITION! FRIDAY, MARCH 26, 2021 AWARDS AND MONTE CARLO NIGHT

Did you know that drinking alcohol was never actually illegal?

Only the manufacture, transportation and sale of alcohol was prohibited.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

13

FEATURE

Preparing for Floods and Plumbing Malfunctions

By Christopher J. Cellini

F

loods and plumbing malfunctions do not respect the sanctity of the holidays, the current pandemic, or occur during a specific time of the year. They happen when we least expect them! Aside from physical losses, the unexpected and sudden loss due to water damage, or flooding can cause anxiety and leave one feeling lost. This is a situation that we may believe will never happen to us, but surprisingly, most community managers face flooding and plumbing malfunctions during their careers.

When facing water damage, the priority is to consider the health and safety of the occupants. If it is possible, try to locate the source of the water damage and contain it. Regardless of which category occurs, professional mitigation is necessary to prevent unnecessary damage and to prevent unhealthy conditions. Relocating your belongings like the furniture, bed, and clothing to a dry place is another important aspect to consider.

Water damage is evaluated under three different categories:

Elements of a proper inspection might include:

Category 1: Water damage originating from a clean source, such as water supply hose ruptures and clean water line breaks. (If not inspected within 48 hours, the water will be categorized as Category 2.)

Category 2: Greywater discharge from dishwashers, washing machines, water that contains detergent.

(Can be harmful to human health.)

Category 3: Sewer backflows, toilet backups, river/and storm wash. (Can be harmful to human health.)

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Quorum January, 2021

• Moisture readings • Containment of affected areas from nonaffected areas of the dwelling • Antimicrobial and biocide applications • E.P.A. registered disinfectant application • Mold treatments • Hot water pressure washing • Dehumidification • High-velocity air movement • Securing contents to prevent further deterioration • Documentation for insurance companies • Important records to keep on file for a potential, future sale of the property

FEATURE

FOLLOWING THESE STEPS, ALONG WITH PROFESSIONAL GUIDELINES SET BY THE IICRC (AN AMERICAN NATIONAL STANDARDS INSTITUTE MEMBER AND ACCREDITED STANDARDS DEVELOPER), YOU CAN BE ASSURED THAT YOUR PROPERTY IS BEING TAKEN CARE OF IN ACCORDANCE WITH NATIONAL STANDARDS AND BEST PRACTICES. To minimize the potential for internal flooding in a home or business, here are some of the most common causes to consider: • Replace plastic supply lines that carry water from the mainline to individual fixtures. These degrade over time and should be replaced by stainless steel braided flex tubes. Although more expensive, they are much more durable and can save you from a catastrophic loss. (Older angle stop valves should also be inspected and replaced as necessary.)

insurance company and notify them of a claim, it is not up to the insurance company to determine who you use for the services needed, you can use the company of your choice for emergency services and this portion of the work does not require a bid.

• The reality is, as the insured you are to minimize damage, have the water extracted, and begin the drying process as soon as possible.

Remediation companies are not all created equal. You will want to contract with a reputable company with a solid track record of integrity, experience, and adequate resources.

Christopher J. Cellini is the Director of Business Development at Flood Response, a local, family-owned, independent company. The Flood Response team of IICRC-Certified, uniformed technicians will help with water/flood, sewage, mold, smoke, or fire damage as well as reconstruction. Chris is a Philadelphia native, formerly of the Ritz-Carlton Hotel Company, with over 25 years in Sales and Marketing. He can be reached at (610) 633-9346 or by email at Chris@floodresponse.com.

• Slow leaks are another area to address sooner than later.

Although seemingly harmless, slow leaks, which are typically not covered by insurance, can cause extensive damage over time and accelerate mold growth. (Mold will begin to develop in 24-48 hours.)

• In the event you have a flood, notice discoloration you suspect to be mold, or have a sewage backup, shut off the source of water immediately.

(If it's sewage backup, it is recommended you remove yourself from the area to eliminate the possibility of contamination and further cross-contamination.)

• Some believe you must contact your insurance company immediately and use the company they determine. Although it is important to contact your

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Quorum January, 2021

Time Honored Member Ernie Casto

MC Painting and Construction

By Grace Paluck, CamEx, CCAM

Ernie Casto is the owner of MC Painting and Construction, and has been a member of the Coachella Valley Chapter of CAI since 2001.

Ernie has served on both the Bowling Committee and the Western Roundup Committee. He is known in the industry for taking extra time with association managers to help Ernie Casto them prepare an accurate scope of work and to anticipate and answer questions so boards have all the information they need.

Ernie said he was inspired by his grandfather who owned a boat business in Ohio. Very early in his life, Ernie received first-hand experience in sales, serving customers and running a business.

Ernie moved to Chino, California in 1978 and before becoming a painting contractor, he had his own acoustic ceiling repair and installation business. Ernie began his painting business in the Coachella Valley at the suggestion of his good friend, Tim Hoss (Behr Paint/Kilz Primers). He recalls that Tim told him the key to being successful in the desert was to join CAI-CV and begin meeting community association managers. He rented a small office in Palm Springs where he spent many nights sleeping on the sofa while starting his business. For the first three years he commuted between Chino and Palm Springs. Eventually, his business took off and he was able to move to the Valley and open a larger office.

Ernie enjoys reading books on Civil War history and watching the Ohio State Buckeyes play football. He still retains a home on Lake Guilford in eastern Ohio and tries to carve out time to visit as often as possible. He enjoys maintaining ties to the friends he grew up with and his extended family that still live there. He says that Ohio is where he can relax, boat, fish and enjoy the beautiful and quiet scenery. His favorite saying is “Don’t Quit Before the Miracle.”

Ernie, thank you for your longtime membership in CAI! 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.

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FEATURE

Is Your Property Protected from the Next Big Earthquake?

Protecting Your Community with Seismic Shut-off Valves

By Brian James

C

alifornia is earthquake prone and the odds of a damaging quake occurring somewhere in the state each year is constantly rising! The damage earthquakes cause on properties is not only due to the severe shaking, but more so due to broken gas lines, that lead to gas fires or explosions. Unlike tornadoes or hurricanes, there is no early warning system available for earthquakes, so how can you protect the people who live and work in the properties you manage from fires or explosions caused by these large scale earthquakes?

The simplest and most effective way to ensure the safety and preservation of human life is by installing Seismic Automatic Gas Shut-off Valves on every gas meter. The shaking from an earthquake can cause a lot of damage, shattered glass, broken gas lines and damage or destruction of buildings. Gas leaks from broken pipes are notorious for starting deadly fires and explosions. Seismic shut-off valves (SSOVs) are essential for preventing gas fires in buildings located in earthquake-prone regions.

into the building. After the event, the SSOVs can be easily reset, but only do so after you have completed a safety inspection and you are sure there are no gas leaks in the building.

YOU MIGHT ASK, “WHY DO I NEED TO INSTALL SEISMIC SHUT-OFF VALVES ON THE BUILDINGS AND COMMUNITIES THAT I MANAGE?�

The answer is simple! In high-risk earthquake zones like California, SSOVs are not a luxury, they are a necessity. Most of the damage that comes from earthquakes is from secondary sources such as fires caused by a gas leak. These gas line explosions are so prevalent that natural gas contributes to

CUTAWAY VIEW OF A HORIZONTAL VALVE - DURING EARTHQUAKE Sensor vibrates and releases the shut off mechanism

HOW DO SEISMIC SHUT-OFF VALVES WORK? A seismic gas shut-off valve is installed downstream of your existing utility gas meter, which is the point that the property is responsible for the maintenance and service of gas lines entering buildings. When a magnitude 5.4 or larger earthquake occurs, the movement causes the SSOVs to shut off the supply of natural gas to the building.

When the valve is activated by movement, a sensor is triggered that moves a valve float inside seismic valve, this float blocks the gas line and prevents gas from going 18

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from the gas main

Flow of gas to the building is stopped

FEATURE one of every four fires after an earthquake. SSOV’s will greatly reduce the risk of an explosion if a gas line is broken or damaged after a major seismic event. Unlike a fire extinguisher that must have the contents replaced every year, SSOV’s have a 30-year lifespan and are a great long term solution to keep you safe.

Some cities and counties in California have regulations that require the installation of automatic gas shut-off devices, they may include excess flow gas shut-off valves and/or seismic gas shut-off valves.

Regulations vary, but generally apply to new building construction, or if significant alterations or additions to existing buildings are made that exceed $50,000 (see regulation below), or when the property is being resold. Some risk management firms recommend the installation of these valves for insurance purposes.

MANY CITIES IN CALIFORNIA HAVE ADOPTED CHAPTER 12 OF THE 2019 PLUMBERS CODE IN ITS ENTIRETY, WHICH REQUIRES CONDOMINIUMS TO INSTALL SSOV’S WHEN THE VALUE OF WORK EXCEEDS $50,000 – 1209.4.2 Existing Buildings. In any existing building, when any addition, alteration or repair is made for which a building permit is issued on or after the effective date of this Section and the valuation for the work exceeds $50,000.

Exceptions: 1. Buildings with individually metered residential units when the building contains five or more residential units, unless the units are condominiums.

2. For residential or mixed use condominium buildings, valves are required when the value of the work exceeds $50,000 in any single condominium unit or when any work done outside of the units exceeds $50,000.

Unattended gas leaks can not only compromise your building’s safety but also put the residents at risk.

Whenever there is a leak, there is a danger of fire (or even explosions) from the tiniest of ignition sources, including sparks from static electricity that you may not notice. Preventing damage to your buildings as well as minimizing downtime to residents will greatly reduce the financial loss from earthquakes.

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FEATURE WHAT IS THE BEST WAY TO PURCHASE SSOVs AND HAVE THEM INSTALLED IN YOUR COMMUNITIES? SSOVs should be installed by a licensed plumbing contractor in accordance with the manufacturer’s instructions and using an approved and certified SSOV. Gas companies (PG&E or SoCal Gas) do not install or service seismic actuated or excess flow gas shut-off valves or recommend specific contractors for customer applications.

There are very few dedicated natural gas engineering firms that specialize in this type of service, so it is important that you hire a certified, approved company for your local utility. The other factor in pursuing and hiring a contractor to perform this work is their knowledge of utility meter sets and the points of custody transfer on the utility gas meter train. A seismic shut-off valve is not to be installed on any portion of the gas meter set that is owned and operated by the utility company, and, in most cases, this can be a difficult line to determine.

Without the proper knowledge, a seismic valve installed in the wrong location can result in fines from the utility company, improper gas flow, and gas safety issues.

With every SSOV installation, safety must be the contractor’s first and foremost priority and it is highly recommended that the contractor be vetted for their safety certifications, protocols and practices, as well as their experience in the installation of SSOVs in multi-family and mixed-use settings.

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A CASE STUDY IN MULTI-FAMILY SAFETY A multi-family, complex-wide SSOV installation was recently performed at a large HOA condominium complex in Danville, CA. The HOA installed a total of 165 SSOVs as part of a larger balcony restoration project (required by Chapter 12 of the 2019 California Plumbing Code).

Over the three-day installation period, the contractor had a project manager onsite that stayed in constant communication with the board and the residents, alerting each building when their gas was to be turned off and then turned back on, including staying on-site to accommodate residents returning home after 5 PM. As an added service, the contractor’s technicians inspected and restored the pilot lights of each resident’s hot water heater after the successful installation of the seismic valves. Several of these water heaters were original and more than 15 years old and were deemed unsafe. A local plumber was quickly brought in to assist those residents with problematic water heaters so they could quickly get them replaced, saving both time and money in the long run.

Although all the residents were informed of the installation by their management company, the contractor took the added steps of leaving a door tag at each residence 24 hours prior to their installation. After the seismic valves were installed, they left a second door tag for the resident alerting them that their gas was back on and a contact

to call if they needed help with their pilot lights.

Earthquakes happen frequently in California! Now that you are informed about SSOVs, it is recommended that you ensure the properties that you manage all have seismic shut-off valves installed.

Just remember that if you are performing modifications or repairs valued over $50,000, SSOVs may be required!

If you have questions about SSOVs or would like to have a quote on one of your managed communities, please reach out to a professional advisor, or a certified and approved contractor with your local gas company to pursue this important safety measure for your communities!

Brian James is the Founder, President and Operator of MBS Engineering a Commercial Natural Gas Engineering firm that has installed over 100,000 seismic shut-off valves throughout California. MBS is experienced in the areas of innovative gas line technology, gas infrastructure upgrades, emergency gas leak repair, temporary bypass solutions, state-ofthe-art gas leak detection, natural gas safety programs, and first-hand experience of the dangers and risks specific to natural gas systems and is a certified PG&E gas installer. Before Brian founded MBS, he served as a member of the California Seismic Safety Commission Task Force addressing gas leaks after earthquakes. He can be reached by email (info@mbs. engineering) or by phone at 925-334-7200.

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FINANCE

Engagement Letter Process

By Jeremy Newman, CPA

A

n engagement letter, more commonly referred as a proposal in the community association industry, is the contract between an association and a Certified Public Accountant (CPA) for specific services. Engagement letters identify the specific accounting period and year-end the engagement will encompass, together with the estimated fee for the services.

In California, all associations with gross income of $75,000 or more are required to have an independent CPA perform a review engagement. Should an association’s governing documents require an audit, the audit requirement trumps the review requirement because an audit is a higher level of attest service performed by a CPA. An engagement letter sets forth the scope of work, the auditor’s responsibilities, the responsibilities of those charged with governance, and the expected deliverables upon completion of an audit. Typically, an audit engagement letter includes a section stating that the CPA will also complete an association’s income tax returns.

We recommend that managers request proposals from CPAs before the year end in order to give the board of directors sufficient time to review proposals and make an informed CPA selection. The selection process should include determining the credentials of the CPA firm. Does the firm have the resources available to complete an audit in a timely and professional manner? Does the firm have qualified CPAs on staff who are sufficiently knowledgeable to complete an audit and to prepare audited financial statements that comply with auditing and accounting standards?

Upon receipt of a request for proposal, a CPA firm will request documents to assess the scope of an audit. Things to consider are unusual activities and events such as litigation, special assessments, settlements, insurance claims, transition from self-managed or from a previous management company, whether an audit was performed in the previous year, are all units in the association paying assessments, or is the association under development, with a phasing of assessments.

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The CPA will then prepare a fee estimate and send an engagement letter (proposal) addressed to the board of directors for consideration. Upon board approval of the proposal, a board member signs the engagement letter, and it is returned to the CPA. The CPA, or auditor, will then correspond with management and/or the board of directors regarding the next steps. The auditor is required to document its understanding of the association’s accounting system, "AN ENGAGEMENT including controls, as well as planning the LETTER SETS FORTH engagement in accorTHE SCOPE OF WORK, dance with generally THE AUDITOR’S accepted audit ing RESPONSIBILITIES, THE standards. Upon completion, obtaining and RESPONSIBILITIES OF auditing evidence of THOSE CHARGED WITH balances and transGOVERNANCE, AND THE actions occurs. Upon EXPECTED DELIVERABLES completion of an audit, UPON COMPLETION OF the auditor typically prepares the financial AN AUDIT." statements and opines on the financial statements. The draft financial report is provided to the board of directors together with a representation letter and other required documents. Once the board approves the financials, the board signs the representation letter, returns it to the auditor, who in turns prepares the final audited financial statements for delivery to the association’s members.

Jeremy Newman is a Certified Public Accountant (CPA). He can be reached at (844) 560-7300 or by email at jeremy@hoacpa.com. For more information go to www.hoacpa.com

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WATER WISE

AAA Rating Confirmed for CVWD’s Stormwater Channel Improvement Project

By CVWD

F

itch Ratings, a leading provider of credit ratings, commentary and research, has reaffirmed the AAA rating previously given to the Coachella Valley Water District (CVWD) for its $59.1 million Water Infrastructure Finance and Innovation Act (WIFIA) loan.

“This reaffirmation of our AAA rating allows us to continue to pay for two key stormwater projects with an ultra-low cost, long-term loan, permitting the District to preserve our financial flexibility, as we accelerate the expansion and repair of critical stormwater control facilities over the next several years,” said Geoffrey Kiehl, Director of Finance for CVWD. CVWD first received the AAA rating in January, the first time the District had sought a formal credit rating.

The loan will fund the construction of the Coachella Valley Stormwater Channel Improvement Project. The project will increase capacity to capture and convey stormwater, reduce stormwater runoff to the surrounding areas, and help the district meet design standards. Further, it will fund the construction of the North Indio Regional Flood Control Project, a 3.3-mile regional stormwater channel conveyance facility to manage and capture stormwater and reduce recurring runoff and debris to the City of Indio and parts of the unincorporated county.

The WIFIA loan is secured by a senior lien gross pledge of stormwater revenues, including property tax revenue,

revenue from land leases, interest income and all other revenue received by the stormwater fund. A debt service reserve fund will also be pledged to the repayment of the loan and will be sized to one year of debt service.

After weighing financial strengths and weaknesses of a company, Fitch provides a rating that indicates the risk involved with lending to that entity. An investment grade of AAA is reserved for the best quality companies, reliable and stable. The analysis is available on the Fitch Ratings website.

CVWD recently shifted its strategy for capital projects from a pay-as-you-go approach that draws from reserves to short-term and potentially long-term financing for capital improvement projects.

The Coachella Valley Water District is a public agency governed by a five-member board of directors. The district provides domestic and irrigation water, agricultural drainage, wastewater treatment and reclamation services, regional storm water protection, groundwater management and water conservation. It serves approximately 108,000 residential and business customers across 1,000 square miles, located primarily in Riverside County, but also in portions of Imperial and San Diego counties.

For more information, contact the Coachella Valley Water District at www.CVWD.ORG or by phone at (760) 398-2651.

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FEATURE

2021 Economic Predictions for Coachella Valley

By Bruce Latta

T

he Coachella Valley Economic Partnership’s (CVEP) 16th Annual Greater Palm Springs Economic Summit was held in November, with 800 in attendance, streamed live via KESQ.com this year due to the pandemic. This is an annual conference where local leaders share data with the Valley’s business community about the current status of the economy and predictions for the near future.

jobs and tax revenues in the Coachella Valley is vital."

Dr. Manfred Keil, Ph. D. Professor of Economics at Claremont McKenna College, delivered the annual Economic Report and Forecast. Keil is well regarded as an expert in comparative economics with extensive knowledge of the Inland Empire and the Coachella Valley. Key points Dr. Keil covered in his 45-minute forecast presentation included: • Data to explain current conditions of the economy caused by the pandemic. How we went from the longest expansion of the economy to record high unemployment.

• How no one saw the pandemic coming or its economic dangers. There were no normal indicators that could have warned us or predicted the recession.

Asia was better prepared because of their experience with Severe Acute Respiratory Syndrome (SARS), another respiratory disease caused by a coronavirus.

CVEP was established in 1994 and was created to bring together the Valley’s nine cities, unincorporated areas, the tribal governments, regional governments, and the Greater Palm Springs Convention & Visitors Bureau. Their mission is to help develop and diversify the region’s economy to cause it to prosper year-round. They promote and facilitate programs that stimulate job creation in key industries through business attraction, retention, and expansion. For example, CVEP, along with other entities, is working on implementing the Riverside County broadband initiative (RIVCOconnect Broadband Initiative) to create a local tech economy.

The theme of this year's summit was becoming essential. Joe Wallace, CEO and Chief Innovation Officer of CVEP said, “As we continue to take actions to elevate and transform our economy, leveraging existing businesses to expand the base of 26

Quorum January, 2021

• February to April saw the biggest employment decline. People were surprised how fast employment came down with the largest share in leisure and hospitality. There are variations by states and within states all affected in a different way. For example, the Valley had a huge drop in seasonal passenger traffic and was impacted by a decline in snowbirds returning.

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• Jobs had started a strong comeback, but job growth is down some in December. Many have talked of a “V” shape recession – or a quick drop off but also a quick recovery. As the pandemic continues, there is fear of a “W” shape recession, which would be a second downturn of the economy. Others talk of a “K” shape recovery with the top half recovering and doing well and the bottom half still in a decline.

• If we are not in control in the first quarter, Keil sees the recession looking more like the Nike “swosh” symbol, with a quick drop off and a long slow climb back up recovery.

• With that said, he offered how he will measure the 2021 economy and its recovery. He explained the best indicator for the Coachella Valley is the world-famous Coachella Valley Music and Arts Festival simply know by all as “Coachella”. He pointed out that the signal the festival will send is a good indicator for the entire economy, not just our local economy.

The big question is will business re-open? Will people have enough trust to go out again and attend events like the festival, professional sports, shopping, and travel? The root of the problem is consumer fear of the virus itself.

Dr. Keil predicted Coachella’s impact on the recession.

The current trajectory is upward, and we are catching up. He explained that if Coachella happens in April then it will be a mild recession. If Coachella is postponed until October, we will see a slower recovery, but we will be okay. If it does not happen in October, then we are in trouble with a prolonged recession.

The Desert Sun reported on December 8, 2020, “The Coachella website features little to no detail about a 2021 concert and the website for Goldenvoice, the company that produces the festival, now lists the 2021 Stagecoach

FEATURE

PASSENGERS TO LAX OCTOBER 2020 - AUGUST 2020

festival, held the weekend after Coachella, as TBD.” They also announced that Modernism Week will move from its usual February date to April 8-18 in 2021. But those updated dates fall within Coachella's assumed 2021 weekends: April 9-11 and April 16-18. Modernism Week Executive Director Lisa Vossler Smith said organizers moved forward with the new schedule under the assumption that the festivals are moving to a later date. We will need to wait to see what Goldenvoice decides.

Dr. Keil further pointed out that the vaccine is the light at the end of the tunnel. It should cause the second quarter in 2021 to turn around. There is a lot of pent-up demand and consumers are anxious to go out again. By next fall, when the Valley’s season starts, we should be returning to normal with travelers and snowbirds returning and we should do well.

He cautioned everyone when looking at numbers such as GDP or unemployment. If there is a 50% drop in a number of 100, then a 50% recovery only brings you back to 75% of from where you started. Data collected has a built-in delay, for example EDD collects employment data on the 12th for the previous month. He referred to a website at Harvard University where they are tracking numbers in real time: https://tracktherecovery.org/.

The complete annual report of the Summit, including updated data with all the information presented, will be available online on the CVEP website alongside previous year’s Summit reports (CVEP.com).

Videos of the Summit are available at https://cvep.com/ summit/.

Bruce Latta, CMCA, is the property manager for Indio Properties in Indio and a member of the board of directors of the Parc La Quinta Homeowners Association. He chairs the Homeowner Leader Committee. He can be reached at PLQHOABLatta@gmail or (760) 285-5617.

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FEATURE

Will You Be Ready When Disaster Strikes?

By Tim Flanagan, Esq. and Jordan Farmer, J.D.

I

f the past couple of years of wildfires and a year of Covid-19 has taught us anything, it is that an emergency plan is vital to the successful handling of a disaster in a community association.

Regardless of whether you are dealing with landslides, mudslides, fire, flood, civil unrest or pandemic, every community association should have a plan in place that is unique to its community during a time of crisis. Community associations owe a duty to ensure that the common area and property is safe and secure, and while a community association is not responsible for a resident’s personal safety, residents will look to the association during a disaster. Below are some tips on preparing for a disaster: Investigate your disaster exposure.

A community’s disaster exposure depends to great extent on its location.

Some communities are more prone to fire or flood, yet others may be more likely to be exposed to civil unrest or pandemics. Mitigating the exposure can help save property damage and lives.

An emergency preparedness review of

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the property can outline strategies to overcome physical concerns or vulnerabilities of the community to certain disaster. If you discover vulnerabilities, then make sure that a plan is developed to overcome those vulnerabilities to mitigate damage to the community.

If the association’s insurance is inadequate, it is best to find that out before the disaster occurs, so that the community can plan ahead. After the disaster, the association will be responsible to repair the common area regardless of whether it is insured. If the association is not well-funded, or even if it is, major repairs and rebuilding may have to be paid through a special assessment of the members. Since it is the association’s duty to repair the common area, it is the association’s responsibility to be prepared.

Amend the governing documents.

A legal review of the governing documents may illustrate areas of concern on handling a disaster. Some issues that may hinder your association include allowing the association on the property to clear debris and other damage. Also, a community without a timeframe on rebuilding may be stuck in a holding pattern whereas proscribed timeframes may help spur on insurance carriers and community members with the rebuilding process.

Appoint a disaster committee to create and distribute a disaster plan.

When the disaster strikes, people will be stressed and on edge. They will want to

"Regardless of whether you are dealing with landslides, mudslides, fire, flood, civil unrest or pandemic, every community association should have a plan in place that is unique to its community during a time of crisis."

Determine whether your community is properly insured. Before a disaster happens, check to see what type insurance coverage your community has, and whether more coverage is needed depending on the exposure. For example, most communities in Southern California face a risk of earthquake.

Should your community get earthquake insurance? Is it required under the CC&Rs? Can the community afford it?

These are questions for your insurance carrier. The same questions can be asked about fire, flood, pandemic and civil unrest.

look to someone to help them through the crisis. A community disaster committee can help the association draft, review and implement the disaster plan. The disaster committee may also appoint a “disaster command unit” made up of folks on the committee to work with owners, the community manager and others as a point of contact during the disaster. The disaster command unit can have access to all the necessary service provider numbers at their disposal to call help and obtain immediate assistance.

Once a disaster plan has been created, the association will owe a duty to keep

Welcome Aboard the plan updated, implementing the plan and distributing this plan to the members. The plan should be made accessible with the manager, onsite office, community website, or other location where members are regularly able to access other association documents.

Educate members on the disaster plan. Educating the members about the disaster plan and procedures is key for success during an emergency.

Depending on what disasters are applicable to your association, holding drills or setting up an evacuation plan may be an effective way to educate your members.

Members should also know who to communicate with during and after the disaster and how to communicate. This is especially true if the entire community is destroyed and the owners are without services such as power and internet.

The disaster is a time of confusion, but the association can serve as a beacon of hope.

A disaster can strike any community so it is imperative that the association is prepared before a disaster occurs. Are you prepared?

Tim Flanagan is a Partner with Flanagan Law, APC. Tim’s law practice has been dedicated solely to the representation of community associations in Southern California since 2010. Tim oversees the firm’s corporate counsel and enforcement litigation practice in San Diego and Coachella Valley. Outside of the office, Tim spends his time on the baseball diamond where he manages his son’s Little League team.

Jordan Farmer earned her Juris Doctorate from California Western School of Law in 2020. She is a Post-Bar Law Clerk with Flanagan Law, APC while she is awaiting her Bar Exam results. She has spent the past two years working with community associations on their general counsel, litigation and appellate matters.

Rick Reinmuth SoCal Shade Sails

By Meaghan Gaffney-Howe

Welcome Aboard SoCal Shade Sails! For over 20 years, SoCal Shade Sails has been the premier choice for quality shade sails throughout California and the Southwest region. Whether you are looking to provide shade for clubhouses, tennis courts, pickleball courts, bocce ball courts or individual homeowners’ backyards and entryways, SoCal Shade Sails is recognized as a premium design and manufacturing enterprise to meet both commercial and residential property needs. Their fully vertical facility offers manufacturing, design, cut Rick Reinmuth and sew, and installation all under one roof, and all of their products are made in the USA. SoCal Shade Sails provides a comprehensive turnkey evaluation of their client’s needs, which includes an onsite visit, consultation, design, build, and installation based on the specifications. Located in San Diego, SoCal Shade Sails is new to multiple Chapters of CAI, including Coachella Valley, Inland Empire, and San Diego.

In addition to numerous HOAs throughout California, clients include UC San Diego, UC Riverside, USC, Petco, the LA Clippers, YMCA, FAA, the State of California, Home Depot, Sammy’s Woodfired Pizza, Marriott Hotels, and Amazon Corporate Headquarters in Seattle, Washington.

Daniel Mezich is the owner of SoCal Shade Sails, and Rick Reinmuth is the Vice President of Client Development for the company. Originally from the Chicago area where he attended Illinois State University, Rick has been in San Diego since 1980. A former member of PGA of America, Rick has played golf professionally - so it is no surprise that Rick has previously volunteered for golf events for CAI and the Building Industry Association, and is interested in serving on the Golf Committee for the Coachella Valley Chapter of CAI. Rick’s pastimes include fly fishing, remodeling homes, woodworking, and cooking great meals from scratch.

SoCal Shade Sails holds a General Building Contractor’s license, a C-27 Landscape license, and is a member of the American Society of Landscape Architects, the California Park and Recreation Society, and Industrial Fabrics Association International.

Rick Reinmuth can be reached at (619) 972-1100 or rick@shadesails.biz SoCal Shade Sails 10449 Roselle Street, Suite 2 San Diego, CA 92121 www.shadesails.biz Meaghan Gaffney-Howe, CMCA, AMS is a community manager and Vice President of The Gaffney Group, Inc. Meaghan can be reached at meaghan@thegaffneygroup.net.

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29

CHARITY

3rd Annual RumChata Variety Golf Scramble Supporting Variety - the Children’s Charity of the Desert

By Rosie Casals

V

ariety-the Children’s Charity of the Desert serves children with special needs and challenges. I’m enjoying serving my third term on their board and finding it very rewarding and humbling. By profession I am a tennis player who played in the 70’s and now, as with many tennis players, love to play golf after retiring from tennis. When the chance came up for me to organize our golf fundraiser for Variety I was thrilled and stepped up to the plate or in this case the tee box.

The 3rd Annual RumChata Variety Golf Scramble Presented by Trader Joe's is on course for Monday, March 29, 2021 at Indian Wells Country Club in Indian Wells. This is one of the main fundraisers that offers our participants a fun and social atmosphere as well as a challenging golf course. We have several golf contests, and Hole-in-One challenges for a Luxe Electric Golf Car and a new car from Palm Springs Motors. The Scramble will also feature an auction, door prizes and golf awards that will be presented by our “Guest of Honor” three-time U.S. Open Champion (1968, 1972 & 73) and winner of 11 LPGA titles (1964-1996), Susie Maxwell Berning. Susie will be inducted into the World Golf Hall of Fame with Tiger 30

Quorum January, 2021

to assist families and their special needs children. Our new Executive Director Heidi Maldoon brings a personal touch to Variety and has embraced children and their families by going the extra mile in ensuring they receive the best information and care for their needs. Ms. Maldoon has guided Variety through these unusual and challenging times and has found ways to move us forward despite the coronavirus. Thanks to her leadership and MONDAY, MARCH 29, 2021 vision, Variety has expanded its footprint in the desert community to become relevant in the lives of special needs children and their families.

In order for Variety to continue to be successful we need sponsorship and golf Channel 3. The RumChata Variety enthusiasts to support our Variety Golf Golf Scramble has brought attention Scramble. We appreciate the continuous to Variety and its many important chil- support of all our sponsors, participants, dren’s programs that offer special needs donors and volunteers that have made and economically challenged children our past events possible and we hope the opportunity of social inclusion with you can join us this year!

Variety's Freedom & Mobility Program.

This program is essential to the child To learn more visit and families who have a need for custom www.varietyofthedesert.com. adaptive bikes, strollers, and wheelchairs For more sponsorship information on to get around. Additional services such our golf event contact Rosie Casals at as transportation, medical, recreational sportswomn@aol.com or 415-225-7030. and afterschool programs are available Woods in 2022. Variety is thrilled to have Susie as part of our team and “salutes” her life-long career and her WGHOF induction next year.

The Awards Reception Dinner will follow golf and will be hosted for the third year by our local celebrity Patrick Evans, Chief Meteorologist and host of “Eye on the Desert” on News

31

SPECIALIZING IN COMMUNITY ASSOCIATION INSURANCE Master Policies | Earthquake | Directors and Officers | Fidelity | Workers’ Compensation

Matthew Lawton, CIC, CIRMS

www.HOAville.com | (760) 770-5868 ext.302

71687 Highway 111, Suite 203, Rancho Mirage, CA 92270 Matt@PrendivilleAgency.com | License #0E02075

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

(714) 293-3749 BissellDesign.com 32

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In high school, Mike was caught digging a pool behind the football field‌ by hand!

Today he remodels pools!

Was there ever any doubt?

Remodeling pools and Backyards since 1969 Quality work at a fair price

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Lic #896061 C-53

33

FEATURE

CONDUCTING HOA MEETINGS & PARLIAMENTARY PROCEDURES BEST PRACTICES FOR HOAs IT IS THE HOA BOARD’S DUTY TO: • Preserve the nature and character of the community • Provide services and amenities to residents • Protect property values • Meet the established expectations of owners

INTRODUCTION Accomplishing the business of your HOA requires some basic knowledge about meetings, HOA regulations, and laws governing California corporations. HOA board members are held to the highest legal standards with an expectation that directors will conduct the business of the HOA in a way that is fair, transparent, and in the best interest of the entire community.

Parliamentary procedures are established by the board to create a consistent, fair, and easily understood pathway for the board to discuss and take action on pending business issues. Parliamentary procedures also help residents (members) to follow the discussions and actions of the board. California law requires that boards adopt parliamentary procedures as a safeguard during membership meetings. It is a best practice to use parliamentary procedures to ensure board actions are clear, accurately recorded in the meeting minutes.

Thanks to the Homeowner Leader Committee for this fantastic new brochure!

Download your copy online at www.cai-cv.org.

34

Quorum January, 2021

FEATURE

AUTHORITY TO TAKE ACTION

PREPARING TO TAKE ACTION

Governing Documents

Establishing Parliamentary Procedures

The HOA’s governing documents give the board its authority to act on behalf of resident members. It is important for every board member to familiarize themselves with the association’s governing documents that typically include the Covenants, Conditions, and Restrictions (CC&Rs), Articles of Incorporation, Bylaws, and Rules & Regulations.

Davis-Stirling Act In California, HOAs also get authority to act from the Davis-Stirling Act that went into effect on January 1, 1986, and was reorganized and renumbered into Civil Code §§4000-6150 effective January 1, 2014. This includes the Open Meeting Act §§4900-4955.

California Corporations Code Most HOAs are incorporated as nonprofit mutual benefit corporations. As such, board members of HOAs have authority to act on behalf of resident members under the California Corporations Code.

FIDUCIARY DUTY TO TAKE ACTION HOA board members have fiduciary duties. Fiduciaries act for someone else’s benefit, while subordinating their personal interest to that of the other person or organization. It is the highest standard of duty implied by law. This fiduciary relationship is governed by the statutory standard that requires directors to exercise due care and undivided loyalty for the interests of the corporation.

Before addressing the business of the HOA, the board must establish parliamentary procedures.

Parliamentary procedures are a set of rules for conducting business at board and membership meetings built on a foundation supported by the following pillars: 1. Parliamentary rules should provide a framework for the orderly conduct of meetings.

2. Parliamentary rules should be clear. Simple rules lead to wider understanding and participation.

3. Parliamentary rules should be user friendly. Rules must be simple enough that board members feel they are able to participate in the process.

WHAT PARLIAMENTARY PROCEDURES DO WE USE? Most parliamentary procedures are based on Robert’s Rules of Order. However, there is no requirement that board meetings be conducted under any specific system of parliamentary procedure. According to “The A-B-C’s of Parliamentary Procedure,” any procedures can be adopted to fit the needs of any organization, unless the association’s own governing documents require otherwise. Remember that the rules you use will only work if they are simple enough for everyone to understand.

When establishing parliamentary procedures for your HOA, it is important that you begin with reviewing your governing documents for any requirements. Typically, rules related to board actions can be found in the association’s bylaws.

However, there may be requirements in the Articles of Incorporation or the CC&Rs. After compiling a list of governing document requirements (if any), it is important to understand the current legal requirements found in various regulations, the Davis-Stirling Act, and the California Corporations Code.

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FEATURE

SAMPLE PARLIAMENTARY PROCEDURES Motion-Making Process and Board Resolutions To Do This:

You Say This:

May you interrupt speaker?

Do you need a second?

Is it debateable?

Can you amend it?

What vote is needed?

Can it be reconsidered?

Adjourn meeting

“I move to adjourn.”

No

Yes

No

No

Majority

No

Call an intermission

“I move to recess for...”

No

Yes

No

Yes

Majority

No

Complain about heat, noise, etc.

“I rise to a question of privilege.”

Yes

No

No

No

No Vote

No

Temporarily suspend consideration of an issue

“I move to lay the motion on the table.”

No

Yes

No

No

Majority

No

End debate and amendments

“I move the previous question.”

No

Yes

No

No

2/3

Yes

Postpone discussion for “I move to postpone a certain time the discussion until...”

No

Yes

Yes

Yes

Majority

Yes

Give closer study of something

“I move to refer the matter to committee.”

No

Yes

Yes

Yes

Majority

Yes

Amend a motion

“I move to amend the motion by...”

No

Yes

Yes

Yes

Majority

Yes

Introduce business

“I move that...”

No

Yes

Yes

Yes

Majority

Yes

The motions listed above are in order of precedence ... below, there is no order

36

Protest breach of rules or conduct

“I rise to a point of order.”

Yes

No

No

No

No Vote

No

Vote on a ruling of the chair

“I appeal from the chair’s decision.”

Yes

Yes

Yes

No

Majority

Yes

Suspend rules temporarily

“I move to suspend the rules so that...”

No

Yes

No

No

2/3

No

Avoid considering an improper matter

“I object to consideration of this motion.”

Yes

No

No

No

2/3

Yes

Verify a voice vote by having members stand

“I call for a division,” or “Division!”

Yes

No

No

No

No Vote

No

Request information

“Point of Information...”

Yes

No

No

No

No Vote

No

Take up a matter previously tabled

“I move to take from the table...”

No

Yes

No

No

Majority

No

Reconsider a hasty action

“I move to reconsider the vote on...”

Yes

Yes

Yes

No

Majority

No

Quorum January, 2021

FEATURE

LEGAL DEFINITIONS FOR HOA MEETINGS Board Meetings CIVIL CODE §4090 (a) A congregation, at the same time and place, of a sufficient number of directors to establish a quorum of the board, to hear, discuss, or deliberate upon any item of business that is within the authority of the board.

Membership Meetings CIVIL CODE §5000(A) (a) Meetings of the membership of the association shall be conducted in accordance with a recognized system of parliamentary procedure or any particular parliamentary procedure the association may adopt. (b) The board shall permit any member to speak at any meeting of the membership of the association. A reasonable time limit for all members to speak at a meeting of the association shall be established by the board.

BEFORE YOU MEET – PREPARATION FOR HOA MEETINGS HOA boards must give notice to their member residents prior to meeting on any business matter. Additionally, as part of the notice, an agenda must be provided. Boards should not take action on any issues not on the published agenda. Special provisions exist for emergency actions.

Notice of Board Meetings CIVIL CODE §4920 (a) Except as provided in subdivision (b), the association shall give notice of the time and place of a board meeting at least four days before the meeting. (b) (1) If a board meeting is an emergency meeting held pursuant to Section 4923, the association is not required to give notice of the time and place of the meeting.

(2) If a nonemergency board meeting is held solely in executive session, the association shall give notice of the time and place of the meeting at least two days prior to the meeting.

(3) If the association’s governing documents require a longer period of notice than is required by this section, the association shall comply with the period stated in its governing documents. For the purposes of this paragraph, a governing document provision does not apply to a notice of an emergency meeting or a meeting held solely in executive session unless it specifically states that it applies to those types of meetings.

(c) Notice of a board meeting shall be given by general delivery pursuant to Section 4045. (d) Notice of a board meeting shall contain the agenda for the meeting.

PREPARING THE AGENDA AND BOARD PACKET Board meeting agendas must be posted along with the notice of any meeting. The agenda is typically prepared by the board Chair and the community association manager and constitutes the board’s agreed-upon roadmap for the meeting. The meeting agenda must contain enough information so resident members can easily understand what will be discussed at the meeting.

For example, if the board intends to discuss installation of a new sprinkler system, using a generic agenda item like “maintenance” does not provide enough information. In this case, the agenda should clearly list “installation of new sprinkler system on south lawn.” That way, members can decide if they want to attend and give their opinions.

The board packet provides board members with the agenda and supporting documentation for each agenda item. The board packet is also typically prepared by the board Chair and the community association manager and is distributed to board members far enough in advance of the meeting that they have time to review it carefully prior to the meeting.

The Open Meeting Act, Civil Code §4910, gives owners the right to see the meeting agenda but not to see the board packet. Information distributed to the board frequently consists of member correspondence, bid proposals, personnel issues, delinquencies, etc., all of which are protected under various privacy rights and executive session privileges. Board members are required to keep protected information confidential.

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FEATURE

CONDUCTING MEETINGS & ORDER OF BUSINESS The Chair conducts the meeting. While all members of the body should know and understand the rules of the adopted parliamentary procedures, it is the board Chair who is charged with applying the rules of conduct of the meeting and should be well versed in those rules.

The Chair is usually the President, but the board may appoint any officer of the Corporation to serve as Chair.

(Corporation Code §7213) The sequence in which business is taken up during a meeting is known as the “Order of Business.”

SAMPLE ORDER OF BUSINESS Establish a Quorum The starting point for a meeting is the establishment of a quorum. A quorum is defined as the minimum number of members of the board who must be present at a meeting for business to be legally transacted. The default rule is that a quorum is one more than half the board.

Call to Order After establishing that a quorum is present, the Chair calls the meeting to order. The formal manner of doing this is for the presiding officer to announce, “The meeting will come to order.” At that moment, the meeting becomes official and the members present can transact business on behalf of the entire organization. In the absence of a quorum, any business transacted (except for the procedural actions) is null and void.

38

Quorum January, 2021

Approval of Previous Meeting Minutes Minutes from the previous meeting are typically included in the board packet and are listed among the first items on the agenda. Minutes are reviewed for accuracy and are approved or amended and approved by the board.

Meeting minutes are a recording of the actions taken by the board on every agenda item and are taken at every meeting. The purpose of minutes is to record actions, not discussions. Like the agenda, minutes should be simple, clearly stated, and easy for everyone to understand.

California Corporations Code §8320 requires the board to keep minutes of their actions at each meeting, and these minutes become part of the historic legal documents of the corporation.

Reports of Officers, Manager and Standing Committees Following the approval of the minutes, the board will hear reports from the various officers and then from the manager on administrative issues, and then from the committees. For example, most boards start with the Treasurer’s report on the finances. Then, a report from the manager on administrative items. These reports are at the beginning and from those who are working on the day-today operations of the HOA because they set the tone for the rest of the meeting. The committees report next. The Chair may set limits on the length of these reports and is responsible for conducting the meeting efficiently.

Conducting HOA Business Following the order set forth in the agenda, the Chair announces each item of business, providing the subject and item number so the board, and all present, can follow the discussions. Usually, unfinished business items from a previous meeting are addressed first. The agenda may show these items under a category called “Unfinished Business.” Then, the agenda will show “New Business” items for discussion. HOAs should have rules that require business items to be submitted in advance so they can be properly documented and published to residents on the agenda by the “notice” date. If a new business item is submitted during the meeting, it can be added to the next meeting’s agenda. Boards should not take action on any business items that don’t appear on the published agenda.

FEATURE

SAMPLE PATH FOR ITEMS OF BUSINESS Boards decide how to run their meetings.

However, consistency is important.

Vote

Upon being recognized by the Chair, the person responsible for each item will provide a brief description of the issue and the type of action needed by the board.

When the debate is concluded, the Chair restates the motion and calls for a vote. Following the vote, the Chair announces the results. The motion, second and vote are recorded in the minutes. The debate and public comments are not typically included in the minutes. Board members may abstain (refrain from voting) or recuse (leave the room during the vote) themselves if they feel they have a conflict of interest. Abstentions do not count in the vote tally. In the event of a tie, the motion fails.

Questions & Clarifications

Closing the Meeting

Issue Introduction

The Chair will invite questions and clarifications. Board members should be recognized by the Chair before speaking.

Public Comment Accepting public comments from residents is a best practice. However, the board must set time limits. Public comments are sometimes referred to on the agenda as “open forum” and may appear on the agenda at any point during the meeting. The board may also request public comments in writing prior to the discussion.

Taking Action HOA board members have the authority to and are expected to act in the best interest of the entire community, leaving their own personal interests at home.

Delaying or purposefully deferring tough decisions can open the board to potential litigation.

Motions When it is time for the board to act, the Chair asks for a motion. A motion is a formal proposal for consideration and action. If a motion is made, the Chair asks for a second. A second must be made before moving to debate and vote. Motions can only be made by board members and are recorded in the minutes.

Debate

When the busines on the agenda is completed, the Chair may ask if there is any further business. If no one responds, the Chair can state, “Since there is no further business, the meeting is adjourned.”

Conducting HOA Business After a Meeting Once the meeting is closed, there should be no further discussion of HOA business. When approached with HOA business outside of a published meeting, any director should refer the issue to the community association manager to be considered for the next meeting agenda.

It is usually a good idea to ask that HOA issues from residents be submitted to the community manager in writing.

Courtesy and Decorum The rules of order are meant to create an atmosphere where the members of the body can attend to business efficiently, fairly and with full participation. At the same time, it is up to the Chair and the members of the board to maintain common courtesy and decorum. Unless the setting is very informal, it is always best for only one person at a time to have the floor, and it is always best for every speaker to be first recognized by the Chair before proceeding to speak. The Chair should attempt to hear from every member of the board and ensure that the discussions are focused, but free and open. The Chair is responsible to limit discussions to the agenda items, and to begin and end the meeting on time.

The Chair states the motion, “It is moved and seconded that …” The board may then debate the motion.

The Chair may set limits to the debate.

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2021 CALENDAR JANUARY

8 12 15 18 21 22 26 27-30 29

FRIDAY TUESDAY FRIDAY MONDAY THURSDAY FRIDAY TUESDAY WEDNESDAY-SATURDAY FRIDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) COMMITTEE LEADERSHIP TRAINING HOLIDAY - MLK BIRTHDAY DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CAI-CV BOARD MEETING CAI ASSOCIATION LAW SEMINAR SPOOKTOBERFEST IN JANUARY (PENDING)

6 9 12 15 18 19 23 26

SATURDAY TUESDAY FRIDAY MONDAY THURSDAY FRIDAY TUESDAY FRIDAY

BOARD BASIC TRAINING (3 CERT CRS) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) HOLIDAY - PRESIDENTS’ BIRTHDAY DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CAI-CV BOARD MEETING CAI’S M-201 FACILITIES MANAGEMENT (12 CEUS)

5 9 11-12 18 19 22, 24, 26 23 26 31

FRIDAY TUESDAY THURSDAY-FRIDAY THURSDAY FRIDAY MO, WE, FR TUESDAY FRIDAY WEDNESDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) CAI’S M-206 FINANCIAL MANAGEMENT (14 CEUS) DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) SO CAL CID LAW COURSE (8 CEUS/8 CERT CR) CAI-CV BOARD MEETING CAI-CV 2020 AWARDS & MONTE CARLO NIGHT DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR)

2 9 12-13 13 15 16 23 23 27 28 30

FRIDAY FRIDAY MONDAY-TUESDAY TUESDAY THURSDAY FRIDAY FRIDAY FRIDAY TUESDAY WEDNESDAY FRIDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CLAC DAY AT THE CAPITOL BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) ANNUAL CORKS FOR CLAC WINE TASTING CAI’S M-203 COMMUNITY LEADERSHIP (12 CEUS) PCAM SOCIAL CAI-CV BOARD MEETING DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR) ANNUAL SPRING GOLF TOURNAMENT

5-7 11 14

25 26 27-28 31

WEDNESDAY-FRIDAY CAI NATIONAL CONFERENCE LAS VEGAS TUESDAY BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) FRIDAY EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) THURSDAY DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) FRIDAY CAM DAY - MANAGER NUTS & BOLTS WORKSHOP (MOTR/AMOTR) (6 CEUS) TUESDAY CAI-CV BOARD MEETING WEDNESDAY DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR) THURSDAY-FRIDAY CAI’S M-204 COMMUNITY GOVERNANCE (14 CEUS) MONDAY HOLIDAY - MEMORIAL DAY

4 8 10-12 17 18 25 29 30

FRIDAY TUESDAY THURSDAY-SATURDAY THURSDAY FRIDAY FRIDAY TUESDAY WEDNESDAY

FEBRUARY

MARCH

APRIL

MAY

20 21

JUNE

40

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) CAI’S M-100 ESSENTIALS OF COMMUNITY MANAGEMENT CA (16 CEUS) DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) ANNUAL BOWLING TOURNAMENT CAI-CV BOARD MEETING DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR)

Quorum January, 2021

JULY 2 5 8-9 13 16 16 23 27

FRIDAY MONDAY THURSDAY-FRIDAY TUESDAY FRIDAY FRIDAY FRIDAY TUESDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) HOLIDAY - INDEPENDENCE DAY CAI’S M-205 RISK MANAGEMENT (14 CEUS) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) EDUCATED BUSINESS PARTNER DESIGNATION CLASS SUMMER SIZZLER - MANAGEMENT CO REVERSE TRADE SHOW EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CAI-CV BOARD MEETING

6 10 20 27 31

FRIDAY TUESDAY FRIDAY FRIDAY TUESDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CAI’S M-202 ASSOCIATION COMMUNICATIONS (12 CEUS) CAI-CV BOARD MEETING

3 6 10 14 16 24 28 29

FRIDAY MONDAY FRIDAY TUESDAY THURSDAY FRIDAY TUESDAY WEDNESDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) HOLIDAY - LABOR DAY MANAGER’S CMCA REVIEW BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CAI-CV BOARD MEETING DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR)

1 5 8 9 11 12 13 14-15 21 22 26 27 29

FRIDAY TUESDAY FRIDAY SATURDAY MONDAY TUESDAY WEDNESDAY THURSDAY-FRIDAY THURSDAY FRIDAY TUESDAY WEDNESDAY FRIDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) COMMUNITY MANAGER CAREER FAIR CAI’S M-300 ETHICS AND THE COMMUNITY MANAGER (6 CEUS) BOARD BASIC TRAINING (3 CERT CR) HOLIDAY - COLUMBUS DAY BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) CAI’S CA CID LAW COURSE (STATEWIDE) CALIFORNIA LEGAL FORUM (8 CEUS/8 CERT CR) DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) LEGISLATIVE UPDATE & MINI TRADE SHOW (I CEU/1 CERT CR) CAI-CV BOARD ANNUAL MEETING & ELECTION DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR) ANNUAL OKTOBERFEST

5 9 12 17 18 19 25-26 30

FRIDAY TUESDAY FRIDAY WEDNESDAY THURSDAY FRIDAY THURSDAY-FRIDAY TUESDAY

BOARD CERTIFICATE – LEADERSHIP DEVELOPMENT (8 CERT CR) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR) DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) HOLIDAY - THANKSGIVING CAI-CV BOARD MEETING

3 10 14 17 21 24

FRIDAY FRIDAY TUESDAY FRIDAY TUESDAY FRIDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) HOLIDAY OPEN HOUSE BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CAI-CV BOARD MEETING HOLIDAY - CHRISTMAS EVE

1 28

SATURDAY FRIDAY

HOLIDAY – NEW YEARS DAY 2021 AWARDS & MONTE CARLO NIGHT

CEUS: CERT CR: MOTR: AMOTR: BMW:

CONTINUING EDUCATION UNITS FOR CAI PROFESSIONAL MANAGER DESIGNATIONS CONTINUING CERTIFICATION CREDITS FOR CAI-CV BOARD MEMBER PROGRAM MANAGER ON THE RUN FOR MANAGERS AND ASSISTANT MANAGERS ASSISTANT MANAGER ON THE RUN BOARD MEMBER WORKSHOPS

AUGUST

SEPTEMBER

OCTOBER

NOVEMBER

DECEMBER

JANUARY 2022

CAI-CV 2021 LEADERSHIP BOARD OF DIRECTORS President: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency President-Elect: Clint Atherton, PCAM, Sun City Palm Desert Past-President: Mike Traidman, Mira Vista at Mission Hills HOA Treasurer: Steven Shuey, PCAM, Personalized Property Management Secretary: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC

Directors:

Micha Ballesteros, Cartwright Termite & Pest Control Dan Farrar, AMS, FirstService Residential Jennifer James, Esq., Green Bryant & French, LLP Loni Peterson, PCAM, Associa Desert Resort Management Louise Stettler, Palm Desert Greens Country Club HOA Gen Wangler, Esq., CCAL

COMMITTEE LEADERSHIP Awards & Monte Carlos Night Committee

Chair: Michelle Lopez, CMCA, AMS, Powerstone Property Management Co-Chair: Kristin Berryhill-Hood, Associa Desert Resort Management Board Liaison: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency

Bowling Committee

Chair: Rob Winkle, Roof Asset Management Co-Chair: Julie Frazier, Frazier Pest Control Board Liaison: Micha Ballesteros, Cartwright Termite & Pest Control

Business Partner Committee

Chair: Jolen Zeroski, CMCA, CIT Co-Chair: Randy Mitchell, Conserve LandCare Board Liaison: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency

CLAC CVSLC Committee

Chair: Mike Traidman, Mira Vista at Mission Hills HOA Co-Chair: Rhonda Drews, RealManage Board Liaison: Loni Peterson, PCAM, Associa Desert Resort Management

CA CLAC Representation

Delegate: Christina Baine DeJardin, Esq., Delphi Law Group, LLP

Delegate: Clint Atherton, PCAM, Sun City Palm Desert

Liaison: Gloria Kirkwood, PCAM, Palm Valley Country Club HOA

Homeowner Leader Committee

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

Membership Committee

Chair: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency Co-Chair: Steve Roseman, Esq., Roseman Law Board Liaison: Loni Peterson, PCAM, Associa Desert Resort Management

Oktoberfest Committee

Chair: Erin Klink, Pacific Western Bank Co-Chair: Bridget Nigh, Dunn-Edwards Corporation Co-Chair: Carlos Contreras, Sunshine Landscapes Board Liaison: Louise Stettler, Palm Desert Greens Country Club HOA

Past Presidents Committee

Chair/Board Liaison: Mike Traidman, Mira Vista at Mission Hills HOA Co-Chair: Gen Wangler, Esq., CCAL Board Liaison: Matt Lawton, CIRMS, CIC, Prendeville Insurance Agency

Professional Manager Committee

Chair: Lori Albert, CMCA, AMS, Albert Management, Inc. Co-Chair: Rhonda Drews, PCAM, RealManage Board Liaison: Clint Atherton, PCAM, Sun City Palm Desert

Programs Committee

Chair: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Co-Chair: Tiffany Christian, Epsten, Inc. Board Liaison: Jennifer James, Esq., Green Bryant & French, LLP

Public Relations Committee

Chair: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Co-Chair: Dave Carter, CMCA, AMS Board Liaison: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC

Quorum Committee

Chair: Jennifer James, Esq., Green Bryant & French, LLP Co-Chair: Rodney Bissell, Bissell Design Studios Co-Chair: Marilyn Ramos, Guralnick & Gilliand Board Liaison: Steven Shuey, PCAM, Personalized Property Management

Volunteer Committee

Chair: Lily Ortega, Pro Landscaping, Inc. Co-Chair: Cami Staviski, VantagePoint Construction Co-Chair: Jayme Fakehany, CMCA, AMS, Associa Desert Resort Management Board Liaison: Dan Farrar, AMS, FirstService Residential

Communications Committee

Chair: Alison LeBoeuf, Sherwin-Williams Paint Co. Co-Chair: Matt Rittenhouse, CMCA, AMS, WhiteStar Property Management Board Liaison: Steven Shuey, PCAM, Personalized Property Management

Education Committee

Wine Tasting Committee

Chair: Rhonda Drews, RealManage Co-Chair: Damian Jenkins, The Management Trust Board Liaison: Gen Wangler, Esq., CCAL

Chair: Gloria Kirkwood, PCAM, Palm Valley Country Club HOA Co-Chair: Alison LeBoeuf, Sherwin-Williams Paint Company Board Liaison: Louise Stettler, Palm Desert Greens Country Club HOA

Golf Committee

Chair: Dan Farrar, AMS, FirstService Residential Co-Chair: Micha Ballesteros, Cartwright Termite & Pest Control Board Liaison: Mike Traidman, Mira Vista at Mission Hills HOA CAI-CV.org

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@CAI-CV

41

JOIN A CAI-CV COMMITTEE

Consider Volunteering and Serving on a CAI-CV Committee CAI-CV won CAI National’s 2016 Leadership Award for their Committee Leadership Development & Training Program

CAI-CV won CAI National’s 2017 Leadership Programing Award for its Energize, Educate and Elevate Initiative

CAI-CV committee members are part of the chapter’s leadership team. Serving on a committee offers members a unique and rewarding way to build relationships with community board members, managers and business partners. Committees are either in charge of events or will have year-round programs. Choose a committee that works with your schedule and skills.

All CAI-CV committees are chaired and co-chaired by trained volunteers. Your work with CAI committees is tracked and used to help determine the chapter’s annual award recipients. Each committee has its own budget and a board liaison to help them make decisions quickly.

Committees are the backbone of CAI-CV. Join our more than 150 volunteers who serve on our leadership team.

Committees typically meet monthly and may meet more often prior to an event. CAI-CV offers a conference call-in number for committee meetings to assist volunteers who are unable to attend in person.

AWARDS AND MONTE CARLO COMMITTEE Annual Awards Night The Awards and Monte Carlo Committee is responsible for planning CAI-CV’s annual awards event where members who have gone above and beyond in their service to the chapter are honored. The committee finds a venue, chooses a theme, and is responsible for the decorations, menu, gaming, entertainment and invitations. The CAI-CV Board administers the awards portion of the evening.

BOWLING COMMITTEE Annual Bowling Tournament The Bowling Committee is responsible for developing and implementing a social fundraising event annually to assist with funding the CAI-CV Chapter. The Bowling Committee chooses the venue and administers all of the logistics for the event, including finding sponsors, invitations, programs, marketing, food, bar and registrations.

42

Quorum January, 2021

MAXIMIZE

YOUR INFLUENCE

JOIN A CAI-CV COMMITTEE

BUSINESS PARTNER COMMITTEE Summer Sizzler, Educated Business Partner, Holiday Open House The Business Partner Committee is responsible for fostering relationships between business partners and other members of CAI-CV. The Business Partner Committee works with the CAI-CV Board, other committees and the chapter’s membership to develop networking opportunities for business partners. This committee also recruits new business partners and provides mentoring to new business partner members.

The Business Partner Committee hosts the Summer Sizzler event in conjunction with CAI’s Educated Business Partner course for all CAI-CV business partners interested in achieving a CAI national distinction.

The Holiday Open House is the chapter’s main charity event and is held in conjunction with the Education Committee’s MOTR and BMW events.

CALIFORNIA LEGISLATIVE ACTION COMMITTEE – COACHELLA VALLEY LEGISLATIVE SUPPORT COMMITTEE (CLAC-CVLSC) Winner of CAI National’s 2016 Public Affairs Award and the 2018 Public Affairs Award

The California Legislative Action Committee – Coachella Valley Legislative Support Committee (CLAC-CVLSC) is the local committee responsible for supporting the efforts of CAI’s statewide and national legislative action committees.

CLAC-CVLSC provides two delegates and one liaison who represent the chapter on the California Legislative Action Committee (CLAC). The CLAC-CVLSC is responsible for monitoring CLAC’s activities, legislation and regulations, legislative outreach efforts and grassroots involvement sponsored by the statewide or national legislative action committees. CLAC-CVLSC organizes legislative information to be included in Quorum Magazine, and to be disseminated to CAI-CV’s members. They also organize grassroots meetings with elected officials in their Coachella Valley district offices. The CLAC-CVLSC is responsible for managing the chapter’s Buck-a-Door campaign, a fundraising effort to support CLAC in Sacramento. The Buck-a-Door campaign raises funds directly from community associations.

JOIN A CAI-CV COMMITTEE COMMUNICATIONS COMMITTEE

HOMEOWNER LEADER COMMITTEE

The Communications Committee focuses on expanding the chapter’s social media capabilities. They also oversee the chapter’s website, electronic directory, the APP, and assist CAI-CV event committees with preparing annual communications plans.

The Homeowner Leader Committee focuses on expanding CAI-CV services to community board members and volunteers. With the objective of educating more boards, the committee is responsible for developing and maintaining contact information for non-member Valley associations and their boards so that CAI-CV can invite them to our educational programs. The committee works with the Membership Committee on outreach efforts and the Educational Committee on developing curriculum for CAI-CV’s new Board Basic Training that is offered free to boards regularly during the year. They also work to customize the Board Member Workshops (BMWs), and the Board Leadership Development Workshop training offered

by CAI so they are aligned with California requirements. This committee is responsible for developing online copyrightfree newsletter content for Valley associations and for providing a liaison to help coordinate CAI-CV efforts with other community board member organizations.

EDUCATION COMMITTEE Winner of CAI National’s 2017 Member Services Award and the 2018 Chapter Management and Development Award

CAI National Courses, CA CID Law Course, MOTR, BMW, BLDW The CAI-CV Education Committee is responsible for monitoring the educational needs of chapter members.

Working with the national office of CAI, they schedule appropriate classes in the Coachella Valley and nearby areas. These educational courses include classes required

by CAI to receive manager certifications and designations, and the Manager on the Run (MOTR) program that provides managers and assistant managers with continuing education units. The committee is responsible for the new HOA Board Basic Training, the Board Member Workshops (BMW) and the Board Leadership Development Workshop (BLDW) program that provides professional education to volunteer board members. The Education Committee works with the national office of CAI to ensure our chapter has the latest CAI educational publications.

It develops articles for Quorum Magazine and publishes the class schedule and list of publications. The Education Committee also oversees the CAI-CV Scholarship Fund that helps CAI members achieve their educational goals by providing financial assistance through the CAI-CV scholarship program.

GOLF COMMITTEE Spring Golf Tournament

The CAI-CV Golf Committee is responsible for developing

the chapter’s golf fundraising activities. This committee plans the annual golf tournament, sets the date, inspects and chooses a course, develops the day’s activities and marketing opportunities, sends out invitations and administers the event. The Golf Committee works to create an environment where all CAI-CV members are welcome and can participate. Members and their guests are encouraged to have a great time while networking and building relationships.

MEMBERSHIP COMMITTEE Winner of CAI National’s 2013 Best Net Retention Award, 2015 Membership Drive Award and the 2018 Best Net Growth Award

The CAI-CV Membership Committee is responsible for promoting and strengthening the chapter’s relationship with existing members, as well as supporting efforts to recruit new members. The committee members serve as ambassadors for the chapter at CAI-CV events.

Ambassadors identify and greet new members at CAI-CV functions and help them to maximize their participation with CAI-CV. The Membership Committee also hosts the New Member Orientation and administers CAI-CV’s recruitment program for all CAI-CV members.

OKTOBERFEST COMMITTEE Annual Oktoberfest Celebration The Oktoberfest Committee is responsible for developing and implementing this fundraising event to assist with funding the CAI-CV Chapter. The Oktoberfest Committee chooses the venue and administers all the logistics for the event, including finding sponsors, invitations, programs, marketing, food, bar and registrations.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

43

JOIN A CAI-CV COMMITTEE PROFESSIONAL MANAGER COMMITTEE Winner of CAI National’s 2018 Membership Award

Working closely with Valley management companies, the Professional Manager Committee focuses on developing a clear community management career path. The committee focuses on expanding the chapter’s education for managers and encouraging managers to obtain CAI designations. The committee works with the College of the Desert, Cal State University San Bernardino and UC Riverside to explore ways to recruit new managers by connecting CAI education to currently taught college courses. The committee looks for ways to grow membership and provide more services to current manager members.

PROGRAMS COMMITTEE Winner of CAI National’s 2017 Management Development Award

Educational Lunch Program & Mini Trade Shows, Legislative Update The Programs Committee is responsible for planning and executing nine educational programs and mini trade shows in 2021. These events are developed to provide education to all CAI-CV members. The programs cover topics related to industry trends, best practices and significant issues that impact common interest developments. In October, the Programs Committee hosts the annual Legislative Update, at which CAI-CV members are invited to hear presentations about regulatory and legislative activity and new case law.

All of these programs are sanctioned by CAI’s national office, allowing managers to receive continuing education units (CEUs) for attending each luncheon. The Programs Committee secures speakers, venues and prepares the marketing materials for all the program events.

PUBLIC RELATIONS COMMITTEE Winner of CAI National’s 2015 Leadership Award and the 2018 Leadership Award

The CAI-CV Public Relations Committee is responsible for fostering relationships and developing programs that raise the visibility of CAI-CV as the authority on common FULL SERVICE CONTRACTOR 42-240 Green Way #B •Palm Desert, CA 92211

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Quorum January, 2021

interest developments in the Coachella Valley.

The committee is responsible for developing a media plan, organizing spokespersons and building relationships with key media. The committee also seeks out opportunities to build relationships with local government, chambers, and companion industries such as real estate and building.

QUORUM COMMITTEE Winner of CAI National’s 2015 Membership Services Award and the 2018 Member Services Award

The Quorum Committee is responsible for publishing the chapter’s monthly magazine. This committee monitors CAI-CV events, educational opportunities, industry issues, state and federal legislation, and trends impacting common interest communities. The committee develops a story list for each issue and then works with the appropriate experts to gather information, develop and write articles, and edit and proof the publication before it is published. Each committee member is assigned specific tasks including investigation, interviewing experts, writing articles, proofing and editing. The Quorum Committee works with the CAICV event committees to develop marketing ads to place in Quorum. The committee works with business partners and management companies as well to develop and properly place advertising in each issue.

VOLUNTEER COMMITTEE The Volunteer Committee is responsible for providing volunteers to help administer CAI-CV events. The Volunteer Committee works with the board and the CAI-CV office to develop registration procedures that make attending CAI-CV events easy and enjoyable. Volunteer Committee members provide assistance with registration, collecting payments, organizing and handing out nametags, setting up and striking events, and developing and delivering handouts to event participants.

WINE TASTING COMMITTEE - CORKS FOR CLAC Corks for CLAC The Wine Tasting Committee - Corks for CLAC is responsible for developing and implementing a fundraising event annually to assist with funding CAI-CV’s commitment to the California Legislative Action Committee (CLAC). A portion of the funds raised goes to help CLAC continue their efforts to identify, track and lobby legislation that impacts common interest developments (CIDs). The Wine Tasting Committee - Corks for CLAC chooses the venue and administers all the logistics for the event, including finding sponsors, marketing, silent auction, food and wine selections and registrations.

JOIN A CAI-CV COMMITTEE

MAXIMIZE

ABOUT CAI-CV

JOIN A CAI-CV COMMITTEE

STRUCTURE

YOUR INFLUENCE

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

The committee chair and co-chair will be appointed by the CAI-CV Board.

Committee members will be appointed by the committee chair.

A CAI-CV Board member will serve on each committee.

Committees will strive to include representatives from each CAI membership class.

The CAI-CV executive director will be a non-voting member of each committee.

Committee members are CAI Coachella Valley (CV) members in good standing.

Committee members may be removed from a committee if they miss two or more meetings (all meetings are available via conference call).

Committee members may serve on a committee for up to three one-year terms (exceptions may be granted by the board).

Committee members serve at the pleasure of the board and may be asked to move to another committee or to step down from a committee at any time.

FINANCE

Company/ Association Name

• Each committee will have a budget approved by the board.

• Committees will seek board or executive director approval before signing contracts or expending CAI-CV funds.

Street Address City

• • • •

STANDING COMMITTEES

State

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

RESPONSIBILITIES • Committee chairs and co-chairs will complete committee chair training.

• Committees will develop goals and objectives to submit to the board.

• Committees will schedule 2022 meetings on the master calendar by the end of December 2021.

• Committees will hold their meetings at the CAI-CV office.

• Committees will inform the board of important actions and activities through written reports to the board as needed.

• Committees will establish an annual communications plan that will include a schedule for mailings, e-blasts, media and social media.

• Committees will appoint one member to serve as secretary for taking notes at meetings, keeping track of actionable tasks, sending out meeting notices and tracking attendance at committee meetings.

• Committee chairs will lead the meetings.

• Committee chairs will delegate actionable tasks.

• Committee members commit to serving on a committee for a one-year term.

• Committee members will support the decisions of the committee and CAI-CV Board, even if they disagree.

Please return this form to the chapter office.

If you have special skills that you want considered by the committee chairs, please list them here:

I understand the two-hour per month time commitment required to serve on a CAI-CV committee(s) and I have read and understand the responsibilities of committees and their members.

Signature

Date

Coachella Valley Chapter 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 P (760) 341-0559 • F (760) 341-8443 • info@cai-cv.org • www.cai-cv.org www.facebook.com/CAICV

www.instagram.com/CAI_CV

CAI is a professional association representing Community Association Board Members and Volunteers, Managers of Community Associations, and Business Partners.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

45

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Quorum January, 2021

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MUST BE CAI-CV MEMBER IN GOOD STANDING

CONTACT THE CAI-CV OFFICE

CAI-CV.org

(760) 341-0559

admin@cai-cv.org facebook.com/CAICV

@CAI-CV

47

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

CLICK ON EVENTS TO SIGN UP

CAI-CV UPCOMING EVENTS

CLICK ON EVENTS TO SIGN UP

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

JANUARY

FEBRUARY

CAI-CV’s Manager on the Run (MOTR) (for managers and assistant managers) WHEN: Friday, January 8, 2021 W HERE: Virtual via Zoom

AI-CV’s Board Basic Training (for new board members/refresher for current boards) C WHEN: Saturday, February 6, 2021, 10:00 a.m.

W HERE: Virtual via Zoom

CAI-CV’s Board Member Workshop (BMW) (for board members) WHEN: Tuesday, January 12, 2021, 10:00 a.m.

W HERE: Virtual via Zoom

CAI-CV’s Board Member Workshop (BMW) (for board members) WHEN: Tuesday, February 9, 2021, 10:00 a.m.

W HERE: Virtual via Zoom

CAI-CV’s Chapter Leadership Training (for CAI-CV Committee Chairs, Co-Chairs,

CAI-CV’s Manager on the Run (MOTR & AMOTR) (for managers and assistant managers) WHEN: Friday, February 12, 2021, 8:30 a.m.

W HERE: Virtual via Zoom

and CAI-CV Board)

WHEN: Friday, January 15, 2021, 10:00 a.m.

W HERE: Virtual via Zoom Desert Cities HOA Council (for board members) WHEN: Thursday, January 21, 2021, 10:00 a.m.

W HERE: Virtual via Zoom CAI-CV’S Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, January 22, 2021, 11:30 a.m.

W HERE: Virtual via Zoom CAI’s National Association Law Seminar (for HOA attorneys, insurance agents, managers)

WHEN: Wednesday-Saturday, January 27-30, 2021 W HERE: Virtual via Zoom (CAI national event) CAI-CV’s SPOOKTOBERFEST IN JANUARY WHEN: Friday, January 29, 2021, 5:30 p.m. (PENDING) W HERE: Sunshine Landscape

Desert Cities HOA Council (for board members) WHEN: Thursday, February 18, 2021, 10:00 a.m.

W HERE: Virtual via Zoom CAI-CV’S Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, February 19, 2021, 11:30 a.m.

W HERE: Virtual via Zoom Due to COVID-19 gathering restrictions, the following events have been postponed: • 2020 Awards & Monte Carlo Night has been rescheduled for Friday, March 26, 2021 at Pro Landscaping

Due to the COVID-19 crisis, dates, times and venues may change. Please watch for email updates or visit CAI-CV.ORG. You may also call the CAI-CV office at 760-341-0559 for calendar updates.

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ATTENTION BUSINESS PARTNERS & MANAGEMENT COMPANY EXECUTIVES

CAI-CV has released the 2021 Advertising & Sponsorship Plan - CLICK HERE