Quorum December 2017

DECEMBER 2017

Coachella Valley Community Associations Institute Magazine

FEATURES 10 RGA Landscape Architects Lead the Way in HOA Drought Re-Imagination 12 Management Companies Giving Back to Our Community 17 Business Partners Giving Back to Our Communities For information about Quorum Cover Story Advertising, contact the CAI-CV office at (760) 341-0559.

29 Top Six Pitfalls for Boards and Homeowners Associations

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2017 BOARD OF DIRECTORS COACHELLA VALLEY CHAPTER PHYLLIS HARKINS, CMCA, AMS, CCAM-LS, CAMEX PRESIDENT The Management Trust – Palm Desert GEN WANGLER, ESQ., CCAL PRESIDENT ELECT Fiore Racobs & Powers A PLC GERARD GONZALES PAST PRESIDENT Albert Management, Inc. CAI-CV

EDUCATED BUSINESS PARTNER

JOLEN ZEROSKI, CMCA TREASURER Union Bank

JOHN WALTERS-CLARK SECRETARY Associa Desert Resort Management CARDINAL AMBROSE, CCAM, CMCA, AMS DIRECTOR Albert Management, Inc. TAD BLACK DIRECTOR Associa OnCall RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management MATT LAWTON, CIRMS DIRECTOR Prendiville Insurance Agency LOUISE STETTLER DIRECTOR Palm Valley Country Club HOA MIKE TRAIDMAN DIRECTOR Mira Vista HOA

CAI Coachella Valley Office 41-905 Boardwalk, Suite A-2 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.

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Quorum December, 2017

CONTENTS

10 As part of CAI-CV's 2017 Sponsorship and Advertising Plan, the Quorum Committee offered CAI-CV Business Partners an advertising package that included the cover of Quorum, a feature article about the company and a half-page ad. Quorum cover sponsorship packages are now available for 2018. Please contact the CAI-CV office at 760.341.0559 for more information.

FEATURES

10

RGA Landscape Architects Lead the Way in HOA Drought Re-Imagination

12

By RGA Landscape Architects, Inc.

12

Management Companies Giving Back to Our Communities

17

Business Partners Giving Back to Our Communities

29

Top Six Pitfalls for Boards and Homeowners Associations

By Julie R. Balbini, Esq.

17 CAI-CV.org

29 facebook.com/CAICV

twitter.com/CAI_CV

5

QUORUM COMMITTEE MEMBERS

choose the right loan

for your next project.

CAI-CV

EDUCATED BUSINESS PARTNER

take that to the bank

CAI-CV

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

CAI-CV

DAN STITES CBCI Construction, Inc.

EDUCATED BUSINESS PARTNER

Brendan Concannon Regional Account Executive 619-261-6643 Toll Free 866-800-4656, ext. 7480 brendan.concannon@ mutualofomahabank.com

DEA FRANCK, ESQ. CHAIR Epsten Grinnell & Howell, APC

EDUCATED BUSINESS PARTNER

JAY POWELL Ben's Asphalt

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. Law Office of Jennifer James

MARNE LOGAN, CCAM The Management Trust - Palm Desert MICHAEL TURNER Urban Habitat Environmental Landscapes

mutualofomahabank.com

Member FDIC Equal Housing Lender

AFN45863_0117

EQUAL HOUSING

LENDER

PHYLLIS HARKINS, CMCA, AMS, CCAM-LS, CAMEX BOARD LIAISON The Management Trust - Palm Desert CAI-CV

EDUCATED BUSINESS PARTNER

SUSAN BROWNE ROSENBERG Desert Cities Indoor Air, LLC

STEVEN SHUEY, PCAM Personalized Property Management Co. JIM SCHMID The Lakes Country Club

CREATIVE DIRECTOR & GRAPHIC DESIGNER

A Full Service lAw Firm CAI-CV

EDUCATED BUSINESS PARTNER

Providing Practical Approaches in:

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

ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION

CC&R Interpretation, Drafting and Enforcement

admin@cai-cv.org

Opinion Letters Contract Drafting and Negotiation

SUBSCRIBER SERVICES

Civil Litigation Assessment Recovery 73-710 Fred Waring Drive, Suite 120, Palm Desert, California 92260

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Quorum December, 2017

For inquires contact Jeffrey French www.gbflawyers.com

| 760.346.9310

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.

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CHAPTER EVENTS

20

CAI-CV’s November Lunch Program Legislative Update

Friday, November 17, 2017

22

2018 Calendar

40

Upcoming Chapter Events

Community Associations Institute - Coachella Valley

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PLANS DUE DECEMBER 15, 2017 2018

36

CLAC Buck-A-Door Campaign

33

CONSIDER VOLUNTEERING AND SERVING ON A CAI-CV COMMITTEE

About CLAC

CLAC Buck-A-Door Campaign CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

7

FROM THE CHAPTER

President’s Message Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx The Management Trust – Palm Desert CAI-CV Chapter President

CAI-CV has achieved so much this year. Construction on our new office is underway for our move to the University Commerce Center. We are hopeful the new office will be ready for business by January. The Education Committee has begun meetings with the College of the Desert to map out a community college curriculum for association managers. This is another exciting development for our chapter and will eventually help us resolve the community manager shortage in the Valley. We have also established three new committees for 2018. If you have not signed up to serve on a committee, I strongly encourage you to get involved.

In November, we had an informative Legislative Update with CAI’s lobbyist, Louie Brown, Esq., and CLAC’s Co-Chairs, Jeff Beaumont, Esq., and Matt Ober, Esq., as speakers. Sun City Palm Desert did an outstanding job hosting the event and I want to thank the Programs Committee and our volunteers for a job well done.

CAI held the Essentials of Community Management Course (M100) in Palm Desert in early November as a prerequisite for the distinguished CMCA designation offered by the CAMICB. On Friday, December 1st, CAI-CV held a study course for the CMCA just prior to offering the CMCA exam. The study course and exam took place at Palm Valley Country Club prior to the Holiday Open House, which was a huge success. CAI-CV had over 30 members who took the exam. Our thanks to Cyndi Koester, PCAM, from Swedelson Gottlieb and Ramona Acosta, PCAM, from Tinnelly Law Group, for teaching the class and administering the exam.

We also have a record number of Valley managers who started the Case Study required for a PCAM designation in December. Also in December, we had an informative Board Member Workshop at Palm Valley with eight CAI-CV member attorneys speaking to board members about a variety of topics. And, the annual Holiday Open House on December 1st brought in a record number of toys for The Narrow Door’s Christmas Store, CAI-CV’s designated charity.

As we look forward to the New Year, mark your calendars for CAI-CV’s first Program of the year on Friday, January 19th, at Palm Valley Country Club. Our Awards & Monte Carlo Night is scheduled for Friday, January 26, 2018, at Agua Caliente Casino Resort. This is our first year combining Awards night with Casino night. The Committee is doing an excellent job planning this event – you won’t want to miss it. The CAI National Law Seminar will be held at the La Quinta Resort from January 31 through February 3, 2018. This is a great conference for board members and managers interested in an in-depth legal briefing on the CID industry. On January 30th, CAI-CV will host the Educated Business Partner Course, also at the La Quinta Resort. CAI National is supplying experts to teach the class and will be filming it as the new online course that will be available to CAI members internationally for the next few years. CAI-CV business partners who attend are likely to be acknowledged during the class and will appear on the video. Our first Manager on the Run (MOTR) program will be held on Friday, February 2, 2018.

As I end my year as your president, I extend my thanks to each of you reading this message; YOU are the reason for our successes. Your support at every Chapter event, whether a luncheon, a MOTR, a BMW, or whatever event we organized, is so meaningful and special to me. And now, I hand over the presidency to our long-time member, Gen Wangler, Esq. Gen, you have my support and I know, the support of every Chapter member. Happy Holiday and Happy New Year wishes to all of you.

Phyllis Harkins

Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx General Manager, Portola Country Club The Management Trust - Palm Desert

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Quorum December, 2017

C AI-C V MISSION STATE ME NT The mission of CAI-CV is to provide leadership for successful development and operation of community associations through information, research and education.

FROM THE CHAPTER

CAI-CV Chapter New & Renewing Members RENEWING BUSINESS PARTNERS BRABO & CARLSEN, LLP Wayne Carlsen (760) 320-0848 wayne@brabo-carlsen.com

NEW MANAGER MEMBERSHIP WHITESTAR MANAGEMENT Dion Lewis (760) 773-0123 Ext. 104 dion@whitestarmgmt.com

RENEWING NATIONAL CORPORATE MEMBERSHIPS IAN H. GRAHAM INSURANCE Sylvia Tagle (818) 742-1430 sylvia.tagle@aon.com

DANIELS, FINE, ISRAEL, SCHONBUCH & LEBOVITS, LLP Alan Carnegie (310) 556-7900 carnegie@dfis-law.com

RENEWING MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Brooke Ancheta (760) 346-1161 bancheta@drminternet.com

MUTUAL OF OMAHA BANK Brendan Concannon (619) 261-6643 brendan.concannon@mutualofomahabank.com

M & M SWEEPING, INC. Richard Juge (760) 343-3003 rich@mandmsweeping.com

Sharron Badham (760) 393-5211 sbadham@drminternet.com

MC PAINTING & CONSTRUCTION Ernest Casto (760) 323-8010 ernie@mcbuildercorp.com PATTON DOOR & GATE Al Johns (760) 250-7993 aj@pattondoorgate.com RENEWING MULTI-CHAPTER BUSINESS PARTNERS ALANTE/MCS INSURANCE SERVICES David Jeranko (949) 679-7130 davidj@mcsins.com DIVERSIFIED ASPHALT PRODUCTS, INC. Lou Moreno (714) 793-7783 loum@diversifiedasphalt.com DURAMAX BUILDING PRODUCTS Viken Ohanesian (323) 728-3023 sales@uspolymersinc.com EMPIREWORKS Chet Oshiro (888) 278-8200 coshiro@empireworks.com MARIPOSA LANDSCAPES, INC. David Hall david.hall@mariposa-ca.com OCBS, INC. Mike Mastropietro (800) 834-2323 mike.mastropietro@ocbsonline.com REY INSURANCE SERVICES, INC. Mike Rey (949) 487-9661 mike@reyinsuranceservices.com

Christina Enriquez (760) 346-1161 cenriquez@drminternet.com Jessica Marsh (760) 346-1161 jmarsh@drminternet.com

NEW VOLUNTEER LEADERS LAKE VISTA VILLAS HOA AKA IRONWOOD OWNERS ASSOCIATION XII Peggy Alamano Ronald Dipetro Frank Harrell Denise Phillips Irving Shapiro MONTEREY COUNTRY CLUB ASSOCIATION Mark Cross Wally Glass Greg Haugen Dave Uhlam

Norma Segura (760) 346-1161 nsegura@drminternet.com MILLENNIUM COMMUNITY MANAGEMENT, LLC Kimberly Hansele (949) 225-0200 kim@mcmiskey.com Scott Merle (866) 508-2780 scott@mcmiskey.com

RENEWING VOLUNTEER LEADER MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION Alan Horwitz Nick Nickerson Scott Reese Gary Roman Tom Tousignant

SUNNYSIDE ESTATES HOMEOWNERS ASSOCIATION PARK PALMS HOMEOWNERS ASSOCIATION Michael Maler J. Ken Jackson (760) 347-4781 THE FAIRWAYS HOMEOWNERS ASSOCIATION sunnyside232@aol.com Fredrick Blanton THE MANAGEMENT TRUST – DESERT DIVISION Kirk Gardner Gary Leobold Lana Nikonez (909) 425-3972 Frank Perra leobold100@gmail.com David Ritterodt Mary Beth Tarrant RENEWING MANAGEMENT COMPANY MEMBERSHIP ASSOCIA DESERT RESORT MANAGEMENT VICTORIA FALLS HOMEOWNERS ASSOCIAITON Tad Black Sdwen Friscia (760) 346-1161 Bruce Jastramski tblack@drminternet.com Michael McDowell Robert Palone RENEWING MULTI-CHAPTER MEMBERSHIP Thomas Well MANAGEMENT COMPANY MEMBERSHIP VINTAGE GROUP Arielle Marion (949) 667-9806 arielle@vintagegroupre.com

CAI-CV will energize our members to seek CAI education to elevate themselves & the CID industry.

CAI-CV.org

facebook.com/CAICV

energize educate elevate

twitter.com/CAI_CV

9

FEATURE

RGA Landscape Architects Lead the Way in HOA Drought Re-Imagination Now is the time to transition to a Landscape Plan for the future

R

GA Landscape Architects is paving the way for innovative droughtresistant landscaping solutions, which go far beyond the typical expectations that come to mind when one envisions "desert landscaping." RGA designs environmentally-compatible landscapes through careful site planning, plant selection and irrigation efficiency; their LEED-certified projects continue to earn awards and accolades for redefining water efficient design and planning for renewable resources. Their integrated plans have been awarded top honors from CVWD for conservation efforts in 2016 for Ironwood Country Club and again in 2017 for Indian Ridge Country Club.

The Home Owner’s Association (HOA) of Indian Ridge Country Club was tasked with a mandate to reduce water usage by 36%, which seemed a daunting challenge

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Quorum December, 2017

for the prestigious community. Indian Ridge was planned 30 years ago for a completely different time when water was readily available and inexpensive, and the HOA was facing an aging irrigation system, many acres of high water use turf and thousands of pop-up and inefficient sprayers.

In partnering with RGA Landscape Architects, Indian Ridge HOA was able to make a major transition to droughtresistant landscaping. The design and plan included repair of the majority of the irrigation, installation of a new irrigation management system, turf removal and the incorporation of lush and efficient landscaping – utilizing entry grasses like Mexican Feather Grass and Regal Mist Muhlenbergia for fullness and color.

“Indian Ridge Country Club’s ‘landscape makeover’ is the perfect example

of how we can create beautiful communities in this new climate of drought and environmental concerns,” said Ron Gregory, president of RGA Landscape Architects. “Landscaping can be an HOA’s biggest asset, and we pride ourselves in developing designs that add value to our clients’ properties through an attractive and low-maintenance landscape strategy.”

Nearly half of the projects that RGA works on are for HOAs, taking into account plant selection, maintenance and irrigation needs, solar lighting and turf assessment. RGA communicates with landscape committees, boards and HOA members to present ideas and estimates of costs, including a water use and cost analysis for existing projects to compare water use before and after conversion. RGA is a member of the U.S. Green Building Council, and has LEEDaccredited professionals on staff.

As part of CAI-CV's 2017 Sponsorship and Advertising Plan, the Quorum Committee offered CAI-CV Business Partners an advertising package that included the cover of Quorum, a feature article about the company and a half-page ad. Quorum cover sponsorship packages are now available for 2018. Please contact the CAI-CV office at 760.341.0559 for more information.

FEATURE

Established in 1977 in Palm Desert, RGA offers a variety of solutions to address the needs of communities, governmental agencies, country clubs, homeowner associations, businesses and residents. While water efficiency is the catalyst for much of their work, RGA’s landscape designs are beautiful and easily maintained. RGA has acquired almost 40 years of experience in providing landscape architectural services not only to the Coachella Valley, but to Southern California as a whole and, in recent years, to the provinces of Liaoning, Guangdong and Sichuan in China. The firm has been notably recognized with 100+ industry awards for various project designs. For more information, visit www.rgapd.com.

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

11

Management Companies Giving Back to Our Communities Quorum asked our management company members to talk about their civic and charitable work.

Here are their replies.

Albert Management, Inc. The Albert Management Bear Affair is back in full swing for the 2017 holiday season. The full-service HOA management company is once again partnering with a deserving charity here in the Coachella Valley to bring toys and cheer to children and their families all over our valley. This year Albert Management is partnering with Big Brothers Big Sisters of the Desert who serve 350 children spanning eight different cities in both communitybased and site-based mentoring programs.

It’s a big year for the charity as they are celebrating their 20th anniversary in the Coachella Valley. Big Brothers Big Sisters of the Desert believe all children can achieve success in life 12

Quorum December, 2017

and “little moments can create big magic.”

The Bear Affair began in 2010 when Lori Albert, President & CEO introduced the idea of purchasing teddy bears and inviting customers, business partners, employees, friends and families to dress up the bears, outfit them with new toys, and donating all items collected to a deserving charity to benefit from the effort. Each year Albert purchases over 100 teddy bears and checks them out to eagerly awaiting participants.

Creativity is the name of the game and bears have been dressed and returned as STAR WARS characters, Gimli the Dwarf from Lord of the Rings, a Barrel of Monkeys and many other creative characters. Over 35 local businesses have participated in the past years including banks, attorneys, landscape maintenance companies, construction and remodel contractors, asphalt companies, concierge services, security service providers, insurance agents, pest control companies, realtors, CPAs and even homeowner association unit owners.

After the dressed bears are returned, participants are invited to attend a Bear Bash where all the bears and toys are on display.

Prizes are awarded for Best Dressed Bear, Most Creative Bear and Bear Extraordinaire. Since 2010 the Bear Affair has generated over $75,000 in new toys and holiday gifts for Toys for

Tots, Shelter from the Storm, Boys & Girls Club of Coachella Valley, Barbara Sinatra Center for Abused Children, Variety of the Desert and YMCA of the Desert.

Sponsors of the 2017 Bear Affair include Allied Universal, Asphalt MD’s, Big Sky Gate Keeper, Distinctive Floor Care & Restoration, EmpireWorks, Epsten, Grinnell & Howell, Fiore Racobs & Powers, Flood Response, GML, Green Bryant & French, LLP, Horizon Lighting, NPG, Inc., O’Connell Landscape, Pacific Premier Bank, Pacific Western Bank, Peters & Freedman, LLP, Powerful Pest Management, PrimeCo, Roof Asset Management, Signarama, Sunshine Landscape, Vantage Point Construction, Inc., and Vista Paint.

If you are interested in participating in the 2018 event please contact the Albert Management corporate office at 760.346.9000 or by email at info@albertmgt.com. To learn more about the history of the Bear Affair visit www.albertmgt.com and for more information on Big Brothers Big Sisters of the Desert visit www.bbbsdesert.org.

MANAGEMENT COMPANY CHARITIES

Associa Desert Resort Management Associa Desert Resort Management hosted its annual golf tournament on October 5, 2017, to raise money for Associa Cares, Animal Samaritans, and The Academy of Musical Performance (AMP).

The event was held at the Palm Valley Country Club in Palm Desert, CA. The tournament’s theme, “Totally Radical,” honored Desert Resort Management's 30th year of business in the Coachella Valley. The event hosted 124 golfers and raised more than $36,000 for non-profit Associa Cares, which helps families and communities that have been struck by natural and man-made disasters. In addition to Associa Cares, money and food donations were collected for two local charities, Animal Samaritans, and AMP. Participants included business partners, community association managers, and board members of Associa managed communities.

Several local businesses donated prizes and services for the event. Pro Landscaping, Inc. sponsored the grand prize, signage for the event was donated

by Signarama, and the hole in one car prize was provided by Fiesta Ford. The day's activities concluded with a raffle, silent auction, and several contests.

Associa Cares is a national nonprofit 501(c)(3) organization created to assist families and communities in crisis because of natural and man-made disasters. Through donations raised

from Associa employees and at fundraising events across the country, Associa Cares can provide necessary goods and services to the families affected by these types of tragedies.

Millennium Community Management Millennium’s Kim Hansele and Nancy Stegehuis are raising funds and awareness for The Living Desert. They are currently working on the annual Gala to be held on March 3, 2018. Nancy was on the Auction Committee last year and is now Co-Chair of the entire event. Since it is the Silver Anniversary of the event, and the “Year of the Giraffe,” the Gala is receiving a lot of attention. They are looking for underwriters and sponsors at all levels, from $125 to $100,000. They are also actively soliciting live and silent auction items, as well as tickets sales to the event itself. If you are interested in donating an item, sponsoring or underwriting a portion of the event, please contact Nancy at 949-279-7917.

The Living Desert has a huge volunteer base and they are always welcoming to new volunteers.

Millennium also supports the McCallum Muses which is the women’s fundraising arm of the theater. Through educational programs, the McCallum brings art curriculum into the Valley schools where many art classes have been cut or altogether eliminated. They also bring children to the McCallum to CAI-CV.org

experience the theater firsthand, stirring the passion of many children towards a career in the arts. Call June Benson at (760) 776-6193 if you are interested in learning more about the McCallum Muses.

Both organizations provide a benefit to the children in the desert who may not otherwise have the exposure to the animals and arts. The Coachella Valley is truly blessed with the numbers of philanthropic organizations and the generous people who support them.

Personalized Property Management Personalized Property Management takes very seriously our responsibility to be positive role models in our desert community. Each member of our team is encouraged to participate in youth organizations, charitable causes, and matters of civic pride. You will find our staff coaching youth sports teams, mentoring our youth, participating in church groups and serving on charitable Boards. The culture at PPM is not just to contribute financially but also to be an active participant in these fine organizations.

Personalized Property Management supports the following activities and charities: Coachella Valley Rescue Mission Palm Desert High School PTO Big Brother Big Sisters of the Coachella Valley

facebook.com/CAICV

twitter.com/CAI_CV

13

MANAGEMENT COMPANY CHARITIES Palm Desert Youth Soccer League

Palm Desert High School Dance Boosters

Coachella Valley CAI

Palm Desert High School Booster Club

Valley Knights Baseball Club Palm Desert High School Baseball

Alzheimer’s Association / Southland Chapter

Family YMCA of the Desert

Foundation for American Veterans

Coachella Valley Animal Campus in Thousand Palms

Stand Up to Cancer

Palm Desert High School Girls Soccer

Rancho Mirage High School Baseball

Desert Aids Foundation

Desert Community Foundation

Palm Desert Community Presbyterian Church

Palm Springs High School Baseball

Special Olympics Southern California

Palm Desert Young Life

Rancho Mirage Speakers Series

Cathedral City High School Theatre

Resort Community Security Association

Sacred Heart School

Palm Desert High School Girls Softball

PowerStone Property Management PowerStone supports the Pediatric Cancer Research Foundation. We just held our annual chili cook-off (Halloween themed) to thank all the vendors who have sponsored and given their time and money for this cause over the last 7 years. In addition, our CEO Rene Decker was just awarded with the Michelle Carew Spirit Award for PowerStone’s unwavering involvement with this amazing cause. Read about it 14

Quorum December, 2017

here: https://pcrf-kids.org/events/rodcarew/. PowerStone has partnered with PCRF for 7 years. We have raised more than $300,000 for cancer research. We partner with our vendors to raise money and awareness for this great cause. We hold events throughout the year – silent auction, raffle, attend the 5k Walk/Run, etc.

If you want to get involved, $50 will buy one hour of cancer research.

Donations can be made via: https://

Soroptimist of the Desert

Cathedral City Youth League Sports Xavier College Prep

pcrf-kids.org/contribute-cure/ or you can attend events by signing up online at https://pcrf-kids.org/events/.

Website: www.pcrf-kids.org Executive Director: Jeri Wilson Address: 17932 Sky Park Circle, Suite E, Irvine, CA 92614 Phone number: 800.354.7273 Email: info@pcrf-kids.org

MANAGEMENT COMPANY CHARITIES

The Management Trust The Management Trust held their 4th annual Veterans’ Day dinner and gala to celebrate the Bob Hope USO Palm Springs on November 10, 2017. The Trust partnered with many of the business partners for CAI-CV as well as several other wonderful companies in the Coachella Valley to raise over $30,000 for this worthwhile organization.

Our roots are deep in the communities that we serve. One of our Guiding Principles states “We believe that gratitude is an emotion best expressed through action. We have much to be grateful for, and giving back to our community is our best means of expression.

To that end, community service is something we hold dear. Giving our time and talents to our various philanthropic partners forges a bond with the community, while strengthening our own relationships. By giving back, we move forward.” While we serve several Community Outreach Partners out of our Desert Division, none touches as many as the Bob Hope USO Palm Springs.

The Bob Hope USO provides USO services and programming throughout

Southern California north of San Diego.

An independent 501(c)3 non-profit organization, operating under a charter from USO, Inc., they provide moral and recreational services to members of the U.S. military. They operate airport centers at LAX, Ontario International Airport and Palm Springs International Airport. As part of their mission, they also provide USO programming and outreach at

military installations across Southern California. Although congressionally chartered, they are not a government agency and rely entirely on contributions from patriotic Americans and philanthropic corporations and organizations.

Each year, they provide direct service to over 100,000 military members, their

CAI-CV.org

families and eligible military retirees in Southern California. This includes being there for the families during troop deployments and “Welcome Home” events.

At the Palm Springs center, the volunteers work countless hours providing soft drinks, coffee, tea, water and snacks to visitors waiting for departing flights or transportation to the Marine Corps base at 29 Palms. The Palm Springs Center also serves as the base of operations for USO outreach programs throughout the area. If you’re interested in participating in this wonderful event next year, please contact spiritofhope@managementtrust. com or call (760) 776-5100.

TMT rased nearly $34,000 for the USO at their event in November. If you’re interested in volunteering at the Bob Hope USO Palm Springs, please contact Teresa Cherry at Teresa@bobhopeuso.org or call her at (760) 866-1100. They are located at 210 N. El Cielo Way, Suite 102 in Palm Springs. Visit www.bobhopeuso. org for more information.

Join us for future USO events to make the lives of those who serve or have served brighter.

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15

Licenses #664779

Asphalt Concrete Seal Coating Striping ADA Compliance Grinding & Pulverizing

NPGASPHALT.COM So-Cal: 951.940.0200 Desert Division: 760.320.9600 Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW

Contractors Lic. # 235717

WESTERN PACIFIC Roofing Corporation

Since 1949

“Complete Roofing Services” Repairs • Re-roofing Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com 16

Quorum December, 2017

Business Partners Giving Back to Our Communities Bissell Design Studios Inc.

the fight against Parkinson’s through this promising research.

Skate for Parkinson’s Rodney Bissell with Bissell Design Studios Inc. looked forward this year to combine his love for running and skateboarding in a Skateboarding Marathon that raises funds to find a cure for Parkinson's Disease. This was his first skateboarding marathon and Rodney took 25th overall and 6th with a time of 2:01:57.5 just 2 minutes away from 3rd in his age group. He looks forward to upgrading the skateboard to get a couple of minutes and place next year.

The Adrenalina Skateboarding Marathon has been running since 2011 and focuses on raising funds and awareness or Summit4StemCell. Summit4StemCell (S4SC) is a grassroots, volunteer fundraising organization supporting non-embryonic stem cell research conducted by Jeanne Loring Ph.D. and Melissa Houser, M.D. S4SC operates under the nonprofit

Summit 4 Stem Cell Mission: To fund non-embryonic stem cell research that will result in a treatment for Parkinson’s while inspiring people with the disease to move beyond their physical limitations. Visit www.summitforstemcell.org for more information about Summit4StemCell.

Desert Cities Indoor Air, LLC Supports the Cal State University Associates

Starting line with Rodney Bissell and his friend Jeremy Fredrickson from Oceanside that came to skate with him.

status of the Parkinson’s Association of San Diego (PASD). Summit4StemCell inspired a partnership with PASD, The Scripps Clinic in La Jolla and the Scripps Research Institute in an effort to further

CAI-CV.org

Susan and Jess Rosenberg, owners of Desert Cities Indoor Air, LLC, are both members of the Associates, and Jess is also a board member, working to grow the Associates program to support even more students. They are also Legacy Gift Members, having included the Cal State University Associates in their Living Trust. The Cal State University Associates advances the quality of educational

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17

BUSINESS PARTNER CHARITIES opportunities for all ages by encouraging private and corporate financial support for the Palm Desert campus’ current and future needs, including the donation of scholarships for deserving students enrolled at the Palm Desert campus.

The CSUSB Palm Desert Campus is the Coachella Valley’s only four-year public university – specifically, the Palm Desert campus is OUR campus – one that will grow to become a future cultural center for our Valley as well as the breeding ground for a large talent base of graduates that will live in our HOAs, work in our businesses and raise their families here in the Coachella Valley. We invite all CAI-CV members to attend one of our Tuesday Evening Speaker Series Events as a guest and consider becoming members of the Associates. Each membership helps another student fulfill their dream of attaining a college education right here in the Coachella Valley, as proceeds from our memberships go directly towards student scholarships.

You can get involved by calling Cal State University Associates at 760-3412883, Ext. 78140 and ask for Michelle Newman, Development Associate & Special Events Coordinator. Visit them online at www.pdc.csusb.edu/ special-programs/cal-state-associates.

Farley Interlocking Pavers Supports the Desert Cancer Foundation Charissa Farley has served on the board of the Desert Cancer Foundation for nine years. She has served as an event co-chairperson for multiple years and as a spokesperson for the Foundation.

Farley Interlocking Pavers also supports the organization financially. The Desert Cancer Foundation provides care, treatment, and financial assistance to underinsured Valley residents facing a cancer diagnosis. The They fundraise through multiple events including Paint El Paseo Pink in October, Corks and Cuisine at the Reserve in November, and many smaller events throughout the year. Every dollar 18

Quorum December, 2017

donated translates to OVER $10 in cancer treatment.

You can get involved by contacting them at 760-773-6554 or visit them on the web at www.desertcancerfoundation.org.

a fantastic organization focused on helping others.

Law Office of Jennifer James, Esq.

NPG Asphalt

Supports Christopher’s Clubhouse Jennifer James, Esq. supports Christopher’s Clubhouse with her time and financially. She is currently training to be an instructor. In 1995, Mika Moulton founded Christopher’s Clubhouse after her ten-year-old son, Christopher, was abducted and brutally murdered by a repeat offender. She began Christopher’s Clubhouse to educate and prevent further crime against children.

Christopher’s Clubhouse is a comprehensive safety education & empowerment organization. They provide educational programs to empower children, families, teens, women and men with the skills to avoid abuse and exploitation to create a healthier and safer community. Christopher’s Clubhouse has grown since its founding and now offers a variety of classes to Valley residents, including classes on cyber predators.

Mika has appeared on national and local television and radio shows. It truly is

You can get involved by contacting them at 760-989-2182 or through their website at www.christophersclubhouse.org.

Supports the Pink on ParadeWalk held in October for breast cancer awareness NPG sponsors a booth and walkers at the yearly event and Kym Taylor-Burke and NPG staff assist with event. Pink on Parade provide products, support and resources to all women, men and loved

ones that are going through or that have been through cancer at no cost to the cancer patients. All of the money raised stays in Riverside county.

You can get involved by contacting them at Pinkonparade.org.

Roof Asset Management, Inc. Supports The USO, Big Brothers Big Sisters of the Desert, St. Jude Children’s Research Hospital, and the American Cancer Society Roof Asset Management owners Rob Winkle, Ron Winkle, and Taylor Winkle volunteer for these charities and they supply financial support to all of them. The USO provides support to our troops serving this great country. They have a local center at the Palm Springs airport. Big Brothers Big Sisters mentor and help children that need a positive figure in their lives. St. Jude Children’s Research Hospital takes care of children in need. American Cancer Society continues to search for a cure. These charities serve the Coachella valley and are always in need of financial support and volunteers to continue their work.

•Landscape Management •Arbor Service •Landscape Design •Landscape & Hardscape Installation •Water Conservation Specialist •Growers of Exotic Palms & Desert Accents

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

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

www.prolandscapingca.com

You can get involved by calling the USO at 562-999-7734; Big Brothers Big Sisters of the Desert at 760- 568-3977; St. Jude Children’s Research Hospital at 800-822-6344; and the American Cancer Society at 800-227-2345. Visit them online at USO - www.BobHopeUSO.org; Big Brothers Big Sisters www.BBBS.org; St. Jude Children’s Research Hospital www.stjude.org; American Cancer Society www.cancer.org.

Vantage Point Construction, Inc. Supports The SoCal Coyotes Non-Profit Sports Leadership Organization Vantage Point Construction provides both financial and employee support to The SoCal Coyotes to assure its success.

Tom Thorman, Brittany Smith, Tawney Escatel, and Ron DiGrandi are involved with the charity on behalf of Vantage Point Construction. The SoCal Coyotes is America's number one developmental pro football program that goes into local elementary, middle and high school's and presents their 'Above The Line' program. The five-time champion SoCal Coyotes 'Above The Line' program has an outstanding five-year track record and has successfully impacted more than 30,000 youth annually. SoCal Coyotes helps youth improve their education, and helps them make good decisions that will build opportunities and eventual employment. The Coyotes are supported and endorsed by local law enforcement, municipalities and many local businesses.

You can get involved by calling The SoCal Coyotes at 760-285-7073 or visit them online at www.TheSoCalCoyotes.com.

YOUR AD

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

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19

CHAPTER EVENTS

CAI-CV Legislative Update Friday, November 17, 2017

20

Quorum December, 2017

CHAPTER EVENTS THANKS TO OUR SPONSORS NAME TAG SPONSOR

Vantage Point Construction

PROGRAM BOOTH SPONSORS Adams Stirling, PLC Albert Management Inc. All Counties Fence and Supply Alliance Association Bank AMS Paving, Inc. Asphalt MD's Automation Pride Barcode Automation, Inc. Beaumont Gitlin Tashjian BPR Inc. BRS Roofing Inc. CBCI Construction, Inc. Conserve LandCare EmpireWorks Farley Interlocking Pavers First Foundation Bank Flood Response G4S Secure Solutions USA Horizon Lighting Inc. Law Office of Jennifer James Mutual of Omaha Bank Patio Shoppers, Inc. Peters & Freedman, LLP Powerful Pest Management Prendiville Insurance Agency PrimeCo Purified Pool Water Sherwin-Williams Paint Shetler Security Services Silldorf Law Three Phase Electric Union Bank Vintage Associates, Inc. Vista Paint Corporation Western Pacific Roofing

GUEST SPEAKERS LOUIE A. BROWN, JR., ESQ. Kahn Soares & Conway, LLP JEFFREY A. BEAUMONT, ESQ. Beaumont Gitlin Tashjian MATT D. OBER, ESQ. Richardson Harman Ober, PC

SPOTLIGHT TABLE SPONSOR EmpireWorks

NOTE PAD SPONSOR

Fiore Racobs & Powers, A PLC

TABLE PEN SPONSOR

Vantage Point Construction

CLAC SPONSOR

Artistic Maintenance, Inc.

SCHOLARSHIP SPONSOR Pacific Western Bank

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21

2018 CALENDAR

CAI-CV

COMMUNITY ASSOCIATIONS INSTITUTE - COACHELLA VALLEY • LOCAL CHAPTER & NATIONAL EVENTS & COURSES – BLUE • SOUTHERN CA COURSES & NATIONAL EVENTS – GREEN

• HOLIDAYS – CAI-CV OFFICE CLOSED – RED • CEU = CONTINUING EDUCATION UNITS OFFERED

JANUARY

JULY

1 15 16 19 24 26 26 30 31-3

MONDAY MONDAY TUESDAY FRIDAY WEDNESDAY FRIDAY FRIDAY TUESDAY WEDNESDAY – SATURDAY

NEW YEARS – HOLIDAY MARTIN LUTHER KING DAY – HOLIDAY HOA BOARD BASIC TRAINING LUNCH PROGRAM & MINI TRADE SHOW – CEU CAI-CV BOARD MEETING 2017 AWARDS & MONTE CARLO NIGHT CAI’S M202 COMMUNICATIONS – SANTA ANA – CEU CAI’S EDUCATED BUSINESS PARTNER COURSE CAI’S NA LAW SEMINAR – LA QUINTA – CEU

FEBRUARY 31-3 2 8-9 8-9 9 13 16 19 20 28

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

CAI’S NA LAW SEMINAR – LA QUINTA (CONTINUED) – CEU MANAGER ON THE RUN (MOTR) – CEU CAI’S M203 LEADERSHIP – OXNARD – CEU CAI’S M350 MANAGER & THE LAW – RIVERSIDE – CEU LEADERSHIP & COMMITTEE TRAINING NEW MEMBER ORIENTATION LUNCH PROGRAM & MINI TRADE SHOW – CEU PRESIDENT’S DAY – HOLIDAY HOA BOARD BASIC TRAINING CAI-CV BOARD MEETING

MARCH 8-10 9 23 23 28 29-30

THURSDAY – SATURDAY FRIDAY FRIDAY FRIDAY WEDNESDAY THURSDAY – FRIDAY

CAI’S M100 CA ESSENTIALS – LOS ANGELES – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU CORKS FOR CLAC WINE TASTING BOARD MEMBER WORKSHOP (BMW) CAI-CV BOARD MEETING CAI’S M205 RISK MANAGEMENT - SANTA ANA – CEU

APRIL 6 8-9 12-13 13 17 19-20 20 25 27

FRIDAY SUNDAY – MONDAY THURSDAY – FRIDAY FRIDAY TUESDAY THURSDAY – FRIDAY FRIDAY WEDNESDAY FRIDAY

MANAGER ON THE RUN (MOTR) – CEU CAI’S DAY AT THE CAPITOL – SACRAMENTO – CEU CAI’S M204 GOVERNANCE – LOS ANGELES – CEU CAI’S BOARD LEADERSHIP DEVELOPMENT WORKSHOP NEW MEMBER ORIENTATION CAI’S M201 FACILITIES – SAN DIEGO – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU CAI-CV BOARD MEETING SPRING GOLF TOURNAMENT

MAY 9-12 15 18 28 30

WEDNESDAY – SATURDAY TUESDAY FRIDAY MONDAY WEDNESDAY

CAI’S NA CONFERENCE – WASHINGTON, D.C. – CEU HOA BOARD BASIC TRAINING LUNCH PROGRAM & MINI TRADE SHOW – CEU MEMORIAL DAY – HOLIDAY CAI-CV BOARD MEETING

JUNE 7-8 THURSDAY – FRIDAY 8 FRIDAY 12 TUESDAY 15 FRIDAY 15 FRIDAY 21-23 THURSDAY - SATURDAY 21-22 THURSDAY – FRIDAY 27 WEDNESDAY 29 FRIDAY

22

CAI’S M205 RISK MANAGEMENT – LOS ANGELES – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU HOA BOARD BASIC TRAINING MANAGER ON THE RUN (MOTR) – CEU SUMMER SIZZLER CAI’S M100 CA ESSENTIALS - SAN DIEGO - CEU CAI’S M201 FACILITIES – SANTA ANA – CEU CAI-CV BOARD MEETING BOWLING TOURNAMENT

Quorum December, 2017

4 12-13 12-14 20 20 25 27

WEDNESDAY THURSDAY – FRIDAY THURSDAY – SATURDAY FRIDAY FRIDAY WEDNESDAY FRIDAY

INDEPENDENCE DAY – HOLIDAY CAI’S M204 GOVERNANCE – PALM DESERT – CEU CAI’S M100 CA ESSENTIALS – SANTA ANA – CEU CAI’S CID LAW COURSE – PALM DESERT – CEU CAI’S M202 COMMUNICATIONS - RIVERSIDE - CEU CAI-CV BOARD MEETING CAI’S EDUCATED BUSINESS PARTNER COURSE

AUGUST 3 14 16-17 17 23-24 29

FRIDAY MANAGER ON THE RUN (MOTR) – CEU TUESDAY HOA BOARD BASIC TRAINING THURSDAY – FRIDAY CAI’S M203 LEADERSHIP – PALM DESERT – CEU FRIDAY (Date May Change) DAY AT THE RACES – DEL MAR – CEU THURSDAY – FRIDAY CAI’S M206 FINANCIAL – SANTA ANA – CEU WEDNESDAY BOARD MEETING

SEPTEMBER 3 11 12-15 21 25 26 27-28

MONDAY TUESDAY WEDNESDAY-SATURDAY FRIDAY TUESDAY WEDNESDAY THURSDAY - FRIDAY

LABOR DAY – HOLIDAY HOA BOARD BASIC TRAINING CAI’S LARGE-SCALE WORKSHOP – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU NEW MEMBER ORIENTATION BOARD MEETING CAI’S M203 LEADERSHIP - SANTA ANA - CEU

OCTOBER 5 8 11-13 12 16 18 19 24 26 31

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

MANAGER ON THE RUN (MOTR) – CEU COLUMBUS DAY – HOLIDAY CAI’S MANAGEMENT COMPANY CEO RETREAT – CEU OKTOBERFEST HOA BOARD BASIC TRAINING CAI’S CLAC LEGAL FORUM FUNDRAISING DINNER CAI’S CA STATEWIDE LEGAL FORUM – CEU CAI’S CID LAW COURSE – PALM DESERT – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU CAI-CV ANNUAL MEETING & ELECTION

NOVEMBER 1-3 9 12 13 15-16 16 22-23 28

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

CAI’S M100 COURSE – PALM DESERT – CEU CAI-CV STRATEGIC PLANNING VETERANS DAY – HOLIDAY HOA BOARD BASIC TRAINING CAI’S M204 GOVERNANCE – SANTA ANA – CEU LEGISLATIVE UPDATE & MINI TRADE SHOW – CEU THANKSGIVING – HOLIDAY CAI-CV BOARD MEETING

DECEMBER 6-8 7 7 7 7 19 24-25

THURSDAY-SATURDAY FRIDAY FRIDAY FRIDAY FRIDAY WEDNESDAY MONDAY-TUESDAY

CAI’S M100 COURSE – SANTA ANA – CEU BOARD MEMBER WORKSHOP (BMW) MANAGER ON THE RUN (MOTR) – CEU HOLIDAY OPEN HOUSE CMCA CHALLENGE - CEU CAI-CV BOARD MEETING CHRISTMAS – HOLIDAY

JANUARY 2019 26

FRIDAY

2018 AWARDS & MONTE CARLO NIGHT

SAVE THE DATE Friday, January 26, 2018, 5:30 p.m. Â Agua Caliente Spa Resort Casino 32250 Bob Hope Drive, Rancho Mirage

CAI-CLAC 2018

LEGISLATIVE DAY AT THE CAPITOL SAVE THE DATE Sunday, April 8, through Monday, April 9, 2018 Hyatt Regency Sacramento Join movers and shakers from all over California as CAI-CLAC goes straight to the lawmakers in Sacramento to make our voices heard on CID issues. Participate in education sessions for all levels of experience and learn how to lobby your representative. Then, join experienced CLAC members in scheduled meetings with your legislators and their Capitol office staff.

SIGNUP ONLINE AT WWW.CAICLAC.COM CAI-CV.org

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23

1Q 2Q 3Q YEAR IN REVIEW

1Q17

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• Facts About the U.S. Common Interest Development Industry • From Homeowner to Board Director: The Added Fiduciary Duties and Responsibilities of Directors

2Q17 lla Coache

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2Q17 FEBRUARY • Ironwood Country Club • A Buck-A-Door or More

• Active Shooter - How to Respond

• Short Term Rental Comparison Chart • 35th Anniversary Awards Night

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24

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• Maintenance - Mechanics Liens • It's Short Term Rental Season

• What Every Business Partner Needs to Know About Working with CAI-Coachella Valley Management Company Members

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• Laguna de la Paz

• Directory of Credentialed Professionals

• What You Should Know When Choosing a Security Guard Company • The Risks of Hiring an Unlicensed General Contractor

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• Earthquake Preparedness

• Staying Safe Where the Earth Shakes

• No One Plans to Have a Disaster, but You Can Plan for It! • Emergency Preparedness - Why, What & How for a Community Association

• Earthquake Prepardness: Are You Ready for When the Earth Shakes?

• How a Community’s EP Committee Went from IF to WHEN

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• An Interview with Alan Smith • Electricity & Water Don’t Mix

• CPO Certification – Worth the Effort

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• Swimming Pool & Spa Self-Inspection Checklist • How to Detect Pool Leaks

th Alan Smi w with ’t Mix Intervie Water Don th the Effort 10 An st tricity & Checkli Wor 14 Elec ation – pec tion Cer tific Self-Ins 15 CPO ing Pool & Spa ks mm lic Pools Pool Lea 16 Swi ts for Pub Detect men to uire ls 26 How ing Req er & Poo 22 Test or Hot Wat for sing l 30 Title

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CAI-CV.org

facebook.com/CAICV

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25

7Q 8Q 1 9Q YEAR IN REVIEW

7Q17 lla Coache

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7 JULY 201

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• On a Long Desert Highway...Cool Wind in My Hair • Protecting Your Roof Investment

• Interlocking Pavers - Using Ancient Engineering, Modern Technology and High Industry Standards

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• Save a Lot Through Preventive Maintence of Asphalt Paved Areas

8Q17

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Quorum December, 2017

FEATURE

Top Six Pitfalls for Boards and Homeowners Associations

By Julie R. Balbini, Esq.

A

lthough there are numerous ways Boards and Homeowners Associations can get themselves into trouble – with new ways being found nearly every day! – here are the top six pitfalls everyone needs to watch out for (names have been changed to protect the not-so-innocent and some literary license has been taken):

PITFALL NO. 1: PROPOSALS VS. CONTRACTS PREPARED BY LEGAL COUNSEL Needing to get new palm trees planted at their main gate to replace the Mesquite trees that the wind has blown so much they look terrible, HOA gets a bid from a landscaper for $26K. The Board votes at a board meeting to accept the bid, and the landscape committee schedules it. Without first consulting with their attorney regarding preparation of a formal contract, HOA relies instead on the proposal that was submitted by the landscaper as their only contract.

During the installation of the trees, a

worker falls off the cherry picker and breaks his neck. The landscaper does not have valid workers comp insurance, so the injured worker looks to the HOA to pay for his healthcare costs. Because the proposal was silent as to whether it would be the HOA or the landscaper who was responsible for such costs in the event of injury on the jobsite, the HOA is on the hook for the costs and has no recourse against the landscaper, who was not negligent and so not technically at fault (i.e., no tort liability to make up for the lack of contractual responsibility).

own coverage – fails to have valid insurance coverage, so that the HOA does not get stuck footing the bill with no way to collect from a vendor who is judgment proof (meaning they have insufficient funds to cover the costs and will simply declare bankruptcy to avoid the debt).

FINAL TAKE AWAY: Do not proceed directly from a proposal. Proposals are written to protect the vendor, not the association. To protect the association, legal counsel always should review contracts.

WHAT HAPPENS: Had the HOA contacted an attorney to have a formal contract prepared, the contract would have included provisions requiring the landscaper to have valid workers comp insurance to cover such situations, along with provisions shifting the costs of such an incident to the landscaper (e.g., attorneys' fees and damages paid to worker).

TIME AND COST-SAVING TIP: Have your attorney prepare contract templates that may be used to quickly put together formal contracts for all vendors.

However, because every contract has some differences, it is important to let your attorney "fill in the template," because the attorney can make adjustments depending on the particular contract at issue. The cost for contract preparation will still be much less, because the template can be used as a shortcut by the attorney in preparation of your contracts.

NOTE: it would also be advisable to discuss with your HOA insurance broker the benefits of having a workers comp policy to cover situations where a vendor – who is supposed to have its CAI-CV.org

PITFALL NO. 2: REQUESTS FOR REASONABLE ACCOMMODATION Homeowner Brian is a disabled veteran who has PTSD and cannot work outside of his home. He has begun doing woodworking from home, creating interesting and useful pieces. What began as just a hobby to keep himself busy now seems like it could be a good business, as people seem to really like what he's making, and he finds that he can market them pretty easily through Facebook. He creates a Facebook page for his new business and starts taking orders. The woodworking takes place on his driveway, with the garage open,

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FEATURE and a large red canopy set up each day for shade (and then removed each evening when he's done working for the day). His neighbors are annoyed by the big red canopy and the constant woodworking happening in front of his home, complaining to the Board about it. The Board investigates and finds out about the Facebook page and that this is not just a little hobby, but one that has turned into a business. The Board issues a violation notice to Brian, regarding running a woodworking business from his home, because the CC&Rs state that the homes can only be used for residential purposes, and the woodworking business does not fall within any of the exceptions to that rule. Brian responds to the notice of violation by stating that he is disabled and needs to do this as part of his therapy for his disability. Brian provides a letter to the Board from his therapist confirming what he has said, and he asks for a reasonable accommodation. Because the CC&Rs say that no one can have a home business like the one Brian has, the Board votes to deny Brian's request for a reasonable accommodation. Brian files a claim with the Department of Fair Employment and Housing ("DFEH") against the HOA for disability discrimination.

WHAT HAPPENS: The DFEH orders payment by HOA to Brian for emotional distress damage in a five-figure amount.

It does not matter that the CC&Rs prohibit this conduct. Brian's disability may trump the CC&Rs. However, even if it does not, the Board should have met with Brian to discuss the reasonable accommodation. The Board likely could have reached a compromise.

For example, Brian could continue the business, but only during certain hours, inside the garage, with the garage door open for ventilation, and without the red canopy. The DFEH primarily wants to see that the Board has taken the request seriously, met and discussed the issues surrounding the request with the homeowner, and worked diligently to work out a possible compromise.

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FINAL TAKE AWAY: A "reasonable accommodation" does not require that the association fundamentally change its policies or the services it provides, nor should it pose an undue administrative or financial burden on the association.

PITFALL NO. 3: CONFIDENTIALITY Kevin lives in a condo that is owned by his parents, who live in the Bay Area but keep the condo, so that Kevin can live there. Kevin has mental health issues. When he is on his medications, his behavior is acceptable. However, when Kevin goes off his medications, his behavior becomes erratic and frightening to his neighbors (e.g., occasionally trespassing on his neighbors' property and yelling obscenities). The neighbors complain to the Board about Kevin's behavior, so the Board authorizes Management to send a notice of violation to Kevin's parents. Kevin's parents reply with an apology on behalf of Kevin, who they state is schizophrenic with paranoid delusions, but only when he is off his medications. They promise that his caregiver will get him back on his medications and keep him under control. Board Member Susan is walking her dog within the community when one

of the neighbors stops her to find out if anything is being done about the Kevin problem. Wanting to allay the neighbors' fears about the Kevin situation, Susan tells the neighbor that Kevin is schizophrenic and is now taking medications for his paranoid delusions, so the neighbors will hopefully not have any further problems with him. The neighbor then relays this information to the other neighbors through social media.

Kevin, during a lucid period, discovers the neighbors talking about his mental health issues and is very upset that his neighbors have this private information.

Kevin sues the HOA and Susan, individually, for divulging his confidential health information.

WHAT HAPPENS: Although Susan argues that Kevin's mental health issues were obvious for anyone to see, a jury decides that the information was provided to Susan and the rest of the Board in confidence, as part of an enforcement proceeding, such that this information was not permitted to be shared outside the confines of the Board. Given the sensitive and embarrassing nature of the information divulged, the jury awards Kevin a significant damages award, including punitive damages in excess of $1 million. The punitive damages award is not covered by insurance, so the HOA must pay this itself. Susan is also found to be personally liable for this amount.

FINAL TAKE AWAY: Do not share any information you receive during executive sessions or because of your position as a Board Member with other members of the Association. This information is CONFIDENTIAL! Even well-intentioned sharing of information can make you and the Association liable for significant damages.

PITFALL NO. 4: "THE BOARD OF ONE" Director Charles does not work and has a lot of time on his hands. As a result, he throws himself into his position on the Board and volunteers to help with

everything, including interfacing with vendors. Paving Company is hired by the HOA to install curbs along pathways throughout the community. Director Charles, as usual, volunteers to help out with this project and is authorized by the Board to meet with Paving Company to walk through the community and confirm the scope of the work to be done. While out walking the grounds with Paving Company, Director Charles provides instructions to Paving Company that are materially different from what was previously authorized by the Board. Director Charles authorizes the changed scope of services without first communicating with the Board and obtaining the approval of the entire Board for the changes. Paving Company does the work and submits its invoices to Management for payment. Management presents the invoices to t he Board for approval of payment.

The Board questions why the amount of the invoice is different than what was agreed upon. Management is unaware of the changes authorized by Director Charles and cannot explain why there is a difference in the amount.

Director Charles is unable to provide any written documentation to support the changes he authorized and now questions the difference in the amount, as well, claiming that Paving Company is trying to "rip off" the HOA by billing for work that was not done and/or not authorized. Paving Company halts all further work at the HOA and refuses to continue with work until it is paid for work that was done.

Paving Company, a reputable and competent vendor in the industry, states that it will not do business with the HOA again, because of the issues in dealing with Director Charles.

WHAT HAPPENS: Board members need to remember that they cannot act unilaterally. Even in situations where they are authorized to communicate directly with vendors, their sole function is to act as a conduit for information and communication and not to make any decisions without first obtaining the approval of the entire Board. As a result of Director Charles acting unilaterally and without communicating with Management, Management was out of the loop and unable to do its job of advising the Board as to the propriety of paying the proffered invoice from Paving Company. It is a better practice to allow Management to be the sole point of contact with vendors, in order to avoid these types of situations. (For very large projects, it may also be

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FEATURE a good idea to have a Project Manager to represent the HOA.) If the HOA does not have management, then the Director appointed to act as the representative of the Board needs to always remember that he or she cannot act unilaterally.

The Director can only relay information between the vendor and the Board and carry out the wishes of the Board, as such have been duly discussed and voted upon. In this case, the HOA is on the hook for the additional expenditures authorized by Director Charles, even if the rest of the Board would not have approved the additional work. The HOA is also in danger of losing a valuable vendor relationship, as a result of the confusion caused by Director Charles's unilateral actions and failure to communicate with the Board and Management.

FINAL TAKE AWAY: The Board must act together. A "Board of One" cannot function properly and will cost the Association a lot of money, in addition to potentially losing valuable relationships with reputable vendors.

PITFALL NO. 5: AGE DISCRIMINATORY RULES Some members have been complaining about kids playing in the pool area.

The Board decides to adopt a new rule requiring that all children (under the age of 18) must be accompanied by a parent or other responsible adult, in order to use the pool and spa. Robert is 15 years old and wants to be able to use the pool

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on his own. When the Board refuses to allow him to use the pool, Robert and his parents file a claim with the DFEH against the HOA for age discrimination.

WHAT HAPPENS: The HOA will lose. Rules generally cannot be made against people based on their age, sex or any other "protected" class (e.g., race, national origin, sexual orientation).

NOTE: Activities that may be dangerous for children under certain ages may be restricted on the basis of health and safety. For example, the State of California has found that it is permissible to restrict access to pools and spas for people under the age of 14 without adult supervision, because it has found that such activities could be inherently dangerous for children under the age of 14. Some cases have found that fitness centers may also be restricted for health and safety reasons.

FINAL TAKE AWAY: Rules must not discriminate against any protected class, which includes children (age discrimination). The test to determine if a particular rule is permissible is whether it is legitimately designed to address a health and safety concern. Additionally, if the health and safety concern is not dependent on age, age neutral language should be used (e.g., incontinent people of all ages should be required to wear appropriate undergarments or refrain from using the pool/spa). Rules should restrict conduct, not specific people.

PITFALL NO. 6: CONSISTENCY IN ENFORCEMENT The HOA's CC&Rs contain typical language, which provides that approved works of improvement must be completed within 180 days from approval.

Homeowners Linda and Larry obtain approval to do a major overhaul to the front landscaping, including ripping out the old hardscape and replacing it with new, upgraded hardscape. Linda and Larry begin work on the improvements in September, right after receiving approval. The old hardscape is ripped out, along with the grass that had been there, leaving the entire front of the property a bit of an eyesore, while the work is in progress. In October, Linda gets word that her mother is ill, so she has to leave town to go take care of her. With Linda gone and Larry busy at work, the contractors slow down, with the work coming practically to a standstill. Linda's mother gets better and she returns home in December to find that not much progress has been made on the improvements in her absence.

Unhappy with the lack of progress, Linda and Larry fire the contractors and decide that they should find someone else to do the work, but being smack in the middle of the holiday season, they have issues finding a contractor. By March, Linda and Larry still have not been able to make much progress on the work of improvement, having failed to find a suitable contractor to complete the work.

Linda and Larry have some neighbors who are particularly sensitive to infractions occurring in the community and begin to complain to the Board that the unfinished work is an eyesore. By April,

CAI-CV 2018 ADVERTISING & SPONSORSHIP PLANS DUE DECEMBER 15, 2017 more than 180 days have passed since the work of improvement was approved and work began, and Linda and Larry still have not finished the project.

Although the Board has a history of allowing far more than 180 days for works of improvement to be completed, because of the complaining neighbors, who are friends with one of the Directors, the Board issues a notice of violation for the failure to complete the work within the 180 days; a hearing is held; and Linda and Larry are fined $1,000, pursuant to the HOA's fine schedule. Linda and Larry are furious about the fine and unfair treatment they believe they are receiving, knowing that the Board has never enforced the 180-day rule before.

Linda and Larry demand that the Board rescind the fine and give them additional time to get the work done, but the Board refuses and tells Linda and Larry that there will be an additional $1,000 fine added to their account for each month that the work remains unfinished. Linda and Larry file a lawsuit against the HOA on the grounds that the 180-day rule is being unfairly enforced against them, when it has never been enforced against anyone else.

WHAT HAPPENS: Believing the Board is rightfully enforcing a valid provision of the CC&Rs, the HOA defends the lawsuit brought by Linda and Larry.

After 2 years of litigation, the matter finally gets to trial, where the judge rules that the HOA's failure to consistently enforce the 180-day rule makes its attempt to enforce it against Linda and Larry arbitrary and capricious. The HOA loses the lawsuit, must rescind the now thousands of dollars in fines, has paid more than $200,000 in attorneys' fees, and now has to pay to Linda and Larry their attorneys' fees in the amount of $180,000.

FINAL TAKE AWAY: The CC&Rs and Rules & Regulations must be consistently enforced!

Julie Balbini, Esq., is HOA Legal Counsel for Fiore Racobs & Powers. She can be reached at 760-776-6511 or by email at jbalbini@fiorelaw.com.

Platinum, Gold and Silver Sponsors receive a discount* on their total cumulative investment in CAI-CV. Quorum and Directory advertising is included in your total investment and discounted along with sponsorships.

Platinum, Gold, Silver and Bronze Sponsors must meet the prepayment deadline of January 19, 2018, to be recognized as Corporate Sponsors.

To receive a discount, selections must at received by the CAI-CV office by Friday, December 15, 2017, and prepayment for sponsorships, events and advertising must be received by January 19, 2018.

If there is a conflict with a specific event or program, the member with the higher level of corporate sponsorship will have the first right of refusal.

Platinum Sponsors from 2017 will have access to choose their 2018 sponsorships three days before they are open to the general membership.

NEW! In 2018, ALL Corporate Sponsors will be highlighted in the Chapter’s new APP under the "Quick Reference" button for 12 months for FREE.

PLATINUM SPONSOR INVEST $8,000 AND UP

• 10% discount on total CAI-CV investment prepaid in full by 1/19/18*

GOLD SPONSOR INVEST $5,000 TO $7,999

• 7.5% discount on total CAI-CV investment prepaid in full by 1/19/18*

SILVER SPONSOR INVEST $3,000 TO $4,999

• 5% discount on total CAI-CV investment prepaid in full by 1/19/18*

BRONZE SPONSOR INVEST $1,500 TO $2,999 • Prepaid in full by 1/19/18

!

NEW

QUARTERLY PAYMENT PLAN

QUARTERLY PAYMENT PLAN AVAILABLE

• In 2018, Silver, Gold and Platinum Corporate Sponsors may choose a quarterly payment plan instead of receiving corporate discounts.

Call for more information.

DATES TO REMEMBER BE A 2018 CORPORATE SPONSOR

FRIDAY DEC. 15 2017

Last day to turn in plans

FRIDAY JAN. 19 2018

Last day to prepay sponsorships or sign up for the quarterly payment plan.

MINIMUM CORPORATE SPONSOR LEVEL IS ONLY $1500 33

2018 CAI-CV won CAI National’s 2016 Leadership Award for their Committee Leadership Development & Training Program

CONSIDER VOLUNTEERING AND SERVING ON A CAI-CV COMMITTEE 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 a single event or will have events and programs year-round. 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 awards recipients. Each committee has its own budget and a board liaison to help them gain board approval quickly.

Committees are the backbone of CAI-CV. Join our more than 135 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.

CAI-CV WILL ADD THREE NEW COMMITTEES IN 2018 HOMEOWNER LEADER COMMITTEE The Homeowner Leader Committee will focus on expanding CAICV services to community board members and volunteers. With the objective of educating more boards, the committee will be 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 will work with the Membership Committee on outreach efforts and the Educational Committee on developing curriculum for CAI-CV’s new Board Basic Training that will be offered free to boards regularly during the year.

They will also work to customize the Board Member Workshops (BMWs), and the Board Leadership Development Workshop training offered by CAI, so they will be aligned with California requirements.

This new committee will also be responsible for developing online copyright-free newsletter content for Valley associations and for providing a liaison to help coordinate CAI-CV efforts with other community board member organizations.

PROFESSIONAL MANAGER COMMITTEE Working closely with Valley management companies, the new Professional Manager Committee will focus on developing a clear community management career path. The committee will also focus on expanding the chapter’s education for managers and encouraging managers to obtain CAI designations. The committee will work 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 will also look for ways to grow membership and provide more services to current manager members.

COMMUNICATIONS COMMITTEE The new Communications Committee will focus on expanding the chapter’s social media capabilities. They will also oversee the chapter’s website and electronic directory, help develop an APP for CAI-CV, and assist CAI-CV event committees with preparing annual communications plans. Most of these responsibilities have been the responsibility of the PR Committee, which will now refocus on expanding CAI-CV’s visibility in the Coachella Valley.

PROGRAMS COMMITTEE Educational Lunch Programs & Mini Trade Shows: JAN 19, FEB 16, MAR 9, APR 20, MAY 18, JUN 8, SEP 21, OCT 26, and Legislative Update NOV 16

The Programs Committee is responsible for planning and executing nine educational programs and mini trade shows in 2018. 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.

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In November, the Programs Committee hosts the annual Legislative Update, at which CAI-CV members are invited to hear presentations about regulatory and legislative activity and new case law. All of these programs are sanctioned by CAI’s national office, allowing managers to receive continuing education units (CEUs) for attending each luncheon.

The Programs Committee secures speakers, venues and prepares the marketing materials for all the program events.

WINE TASTING EVENT COMMITTEE Corks for CLAC, March 23, 2018

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

EDUCATION COMMITTEE CAI National Courses: JUL 12-13 M204, AUG 16-17 M203, NOV 1-3 M100.

MOTR FEB 2, APR 6, JUN 16 (with Summer Sizzler), AUG 3, OCT 5, DEC 7. NEW! HOA Board Basic Training JAN 16, FEB 20, MAY 15, JUN 12, AUG 14, SEP 11, OCT 16, NOV 13. BMW MAR 23, DEC 7. Board Leadership Development Workshop APR 13. CID Law Course JUL 20, OCT 24.

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 with continuing education units. The committee is also responsible for the new HOA Board Basic Training, the Board Member Workshops (BMW) and the Essentials 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.

New in 2018, the Education Committee will be hosting seven new two-hour courses for homeowner leaders called HOA Board Basic Training. For managers, the California CID Law Course will be offered twice in 2018.

COMMITTEE VOLUNTEER FORM ON NEXT PAGE

GOLF COMMITTEE Spring Golf Tournament, Friday, April 27, 2018

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.

BOWLING COMMITTEE Annual Bowling Tournament, June 29, 2018

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.

OKTOBERFEST COMMITTEE Annual Oktoberfest Celebration, October 12, 2018

The Oktoberfest Committee is responsible for developing and implementing this fundraising event to assist with funding the CAICV 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.

AWARDS AND MONTE CARLO COMMITTEE

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-aDoor campaign, a fundraising effort to support CLAC in Sacramento.

The Buck-a-Door campaign raises funds directly from community associations. CLAC-CVLSC will also host CAI-CV’s Day at the Races as another way to raise funds for CLAC.

MEMBERSHIP COMMITTEE Winner of CAI National’s 2013 Best Net Retention Award and the 2015 Membership Drive Award New Member Orientation, FEB 13, APR 17, SEP 25

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 Membership Committee is also responsible for developing mentoring programs for managers and community board members. They work with the Business Partner Committee to help facilitate the mentoring program for business partners. 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 administers CAI-CV’s recruitment program for all CAI-CV members.

NEW this year, the Membership Committee will host three New Member Orientation meetings during the year.

Annual Awards Night, January 25, 2019

New in 2018, the Awards Committee and Casino Committee are combining to create a fabulous evening of entertainment. The new 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.

BUSINESS PARTNER COMMITTEE Educated Business Partner Course JAN 30, JUL 27. Summer Sizzler JUN 15 (with MOTR). Holiday Open House (with BMW & MOTR) DEC 7.

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

The Business Partner Committee will host the Summer Sizzler event in conjunction with the Education Committee’s MOTR event. New this year, the committee will host CAI’s Educated Business Partner course twice for all CAI-CV business partners interested in achieving a CAI national designation. The Holiday Open House is the chapter’s main charity event and held in conjunction with the Education Committee’s MOTR and BMW events.

CALIFORNIA LEGISLATIVE ACTION COMMITTEE – COACHELLA VALLEY LEGISLATIVE SUPPORT COMMITTEE (CLAC-CVLSC)

QUORUM COMMITTEE Winner of CAI National’s 2015 Membership Services Award

The Quorum Committee is responsible for publishing the chapter’s monthly magazine. This committee monitors CAI-CV events, educational opportunities, industry issues, state and federal legislation, and trends impacting common interest communities. The committee develops a story list for each issue and then works with the appropriate experts to gather information, develop and write articles, and edit and proof the publication before it is published. Each committee member is assigned specific tasks including investigation, interviewing experts, writing articles, proofing and editing. The Quorum Committee works with the CAI-CV events committees to develop marketing ads to place in Quorum. The committee works with business partners and management companies as well to develop and properly place advertising in each issue. In 2018, Quorum has some excellent new ad layouts, is offering partial or full issue reprints, and is accepting ads from non-members.

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

PUBLIC RELATIONS COMMITTEE

Winner of CAI National’s 2016 Public Affairs Award Day at the Races, August 17, 2018 (date may change)

Winner of CAI National’s 2015 Leadership 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

The CAI-CV Public Relations Committee is responsible for fostering relationships and developing programs that raise the visibility of CAI-CV as the authority on common interest developments in the Coachella Valley. The committee is responsible for developing a media plan, organizing spokespersons and building relationships with key media. The committee also seeks out opportunities to build relationships with local government, chambers, and companion industries such as real estate and building.

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

35

JOIN A CAI-CV COMMITTEE

CLAC Buck-A-Door Campaign

2018 VOLUNTEER FORM Join CAI-CV’s volunteer leadership team by becoming a member of a committee. Committee members have the opportunity to build lasting relationships with CAI-CV members from every membership class. Committee members help raise funds, promote education and work to make CAI-CV the best place to network in the Coachella Valley. If you are enthusiastic, energetic, a good team player and have the time to volunteer, we want you on one of our committees!

MEMBER INFORMATION Name Company/Association Name Street Address City

The California Legislative Action Committee (CLAC) is a volunteer committee of Community Associations Institute (CAI), consisting of homeowners and professionals serving homeowner associations (HOAs). CAI is the largest organization in California dedicated to the monitoring of legislation, educating elected state lawmakers and protecting the interests of those living in community associations. CLAC is working toward legislative solutions that are right for California homeowner associations with the ongoing and generous support of HOA communities across the state.

Join CLAC’s efforts by donating one dollar for each household in your community.

YES, I’DI’D LIKE TOTO SUPPORT CAI-CLAC WITH A PLEDGE! YES, LIKE SUPPORT CAI-CLAC WITH A PLEDGE!

State

CLAC PLEDGE FORM

Zip

Work Phone

PLEASE LET LET US KNOW WHICH CAI CAI PLEASE US KNOW WHICH CHAPTER(S) YOUYOU AREARE DONATING TO: TO: CHAPTER(S) DONATING

HOA PLEDGE HOA PLEDGE X X

Number of Doors Number of Doors

Cell Phone

= =

A Buck Door More Aa Buck a or Door or More

Total Pledge Total Pledge

PROFESSIONAL’S PLEDGE PROFESSIONAL’S PLEDGE

E-Mail Address

X X

= =

Professional Hourly Rate RateNumber of People in Firm Professional Hourly Number of People in Firm

FLAT RATE PLEDGE FLAT RATE PLEDGE

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.

Channel Islands Channel Islands Coachella Valley Coachella Valley Total Pledge Total Pledge

Total Pledge Total Pledge

Greater Inland Empire Greater Inland Empire Greater LosLos Angeles Greater Angeles Orange County Regional Orange County Regional SanSan Diego Diego

NAME NAME

TITLE TITLE

1.

BayBay Area Central Area Central California North California North

FIRM/COMPANY NAME FIRM/COMPANY NAME

ASSOCIATION NAME ASSOCIATION NAME

2.

ADDRESS ADDRESS

3.

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

CITYCITY

STATE STATE

PHONE PHONE

E-MAIL E-MAIL

ZIP ZIP

METHOD OF OF PAYMENT - Return thisthis completed form to the address below METHOD PAYMENT - Return completed form to the address below Check enclosed payable to CAI-CLAC Check enclosed payable to CAI-CLAC

Credit CardCard – Amex Visa Visa Mastercard Discover (circle one)one) Credit – Amex Mastercard Discover (circle

NAME ON ON CARD NAME CARD

BILLING ADDRESS BILLING ADDRESS

CITYCITY

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

Quorum December, 2017

ZIP ZIP

CREDIT CARD NUMBER CREDIT CARD NUMBER

SECURITY CODE SECURITY CODE

EXPIRATION DATE EXPIRATION DATE

SIGNATURE SIGNATURE

DATE DATE

Date

Please return this form to the chapter office via fax (760) 341-8443 or email to admin@cai-cv.org.

36

STATE STATE

CAI CAI California Legislative Action Committee (CLAC), is a 501(c)(6) not-for-profit California Legislative Action Committee (CLAC), is a 501(c)(6) not-for-profit organization.

Contributions or gifts to CAI California Legislative Action Committee organization.

Contributions or gifts to CAI California Legislative Action Committee are not deductible for federal income tax purposes. are not deductible for federal income tax purposes.

888.909.7403 faxfax| www.caiclac.com 888.909.7403| 916.550.9488 | 916.550.9488 | www.caiclac.com 1809 S Street | Suite 101-245 | Sacramento, CACA 95811 1809 S Street | Suite 101-245 | Sacramento, 95811

ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP.............................................................38

CAI-CV

EDUCATED BUSINESS PARTNER

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

The next Educated Business Partner class will be held Tuesday, January 20, 2018 at the CAI-CV office or take the class any time at www.CAIONLINE.ORG.

ASPHALT AMS PAVING................................................................................28 ASPHALT MD’S..............................................................................4 NPG ASPHALT..............................................................................16

ATTORNEYS FIORE RACOBS & POWERS, A PLC................................................4 GREEN BRYANT & FRENCH, LLP....................................................6 GURALNICK GILLILAND & KNIGHTEN............................................2 LAW OFFICE OF PEGGY REDMON................................................31 PETERS & FREEDMAN, LLP ........................................................16

BANKING MUTUAL OF OMAHA BANK............................................................6

ELECTRIC & WATER COACHELLA VALLEY WATER DISTRICT.......................................39

GATES & GARAGE DOORS AUTOMATION PRIDE....................................................................39

LAKE MAINTENANCE DWI................................................................................................3

LANDSCAPING CONSERVE LANDCARE................................................................31 PRO LANDSCAPING.....................................................................19 RGA LANDSCAPE ARCHITECTS, INC..............................................3 SUNSHINE LANDSCAPE...............................................................16 WATERRITE - VINTAGE ASSOCIATES, INC...................................38

MANAGEMENT COMPANIES ASSOCIA DESERT RESORT MANAGEMENT.................................38

PEST CONTROL POWERFUL PEST MANAGEMENT................................................39

POOL PLASTERING AND WATER PURIFICATION PURIFIED POOL WATER.................................................................2

REALTORS BOARD OF REALTORS® MAGAZINE.............................................39

ROOFING BRS ROOFING..............................................................................31 ROOF ASSET MANAGEMENT.......................................................38 SUNTECH CONSULTING & ROOFING............................................19 WESTERN PACIFIC ROOFING.......................................................16

SECURITY AMS SECURITY..............................................................................2 CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

37

REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS

Inc.

Spray Polyurethane Foam Systems Roof Repairs

Tile Systems

Roof System Maintenance

Shingle & Shake Systems

Budget Reserves

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

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fernandof@thevintageco.com

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FIND OUT WHAT IT’S LIKE TO LIVE LIFE BETTER WITH DESERT RESORT MANAGEMENT. CONTACT US TODAY!

(760) 346-1161 | www.drminternet.com 38

Water Wise Tips

For Coachella Valley residents

Plant a waterefficient landscape.

Desert-friendly plants use 50 to 75 percent less water than grass or tropical plants.

Irrigate efficiently.

Prevent water waste. Repair broken sprinklers CVWD offers a rebate for replacing nozzles with new water-efficient ones.

AAU UTTO OM MAATTIIO ON N PPRRIID DEE

Custom Gates ® Access Control Traffic Spikes ® Barrier Arms ® Phone Units ® Garage Doors ®

Find and fix indoor and

outdoor leaks.

Download copy

of Water Wise at Home: A Guide to Finding Leaks at

www.cvwd.org

Operators ®Troubleshooting

Desert Office: 41-905 Boardwalk, Suite P, Palm Desert, CA 92211 Phone: 760-423-6567 Fax: 760-423-6581 www.automationpride.com

Learn more about CVWD’s rebate & discount program at

www.cvwd/org/rebates

Stay connected with us!

(760) 398-2651 www.cvwd.org

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760.904.5125

CONTACT THE CAI-CV OFFICE

CAI-CV.org

iations Ins titu

te Magazin

e

10 An Inte rview with 14 Elec Alan Smi tricity & th Water Don 15 CPO ’t Mix Cer tific atio n – Wor th 16 Swim ming Poo the Effort l & Spa Self 26 How -Inspec tion to Detect Pool Leak 30 Title Checklis t s 22 Testing Requiremen 34 Sola r Therma ts for Pub l for Hot lic Pools 36 Dive Water & into Wat Pools er Savings Filtering

by Reusing Pool Wat or er

CAI-CV wil to seek CA l energize our me themselv I education to ele mbers es & the CID indust vate ry.

Contact Nicole Mendoza at

unity Assoc

POO L ISS UE

Chris, Jeff and Alan Smith from Alan Smith Poo ls

energize educate elevate

lley Comm

MUST BE CAI-CV MEMBER IN GOOD STANDING

(760) 341-0559

admin@cai-cv.org

facebook.com/CAICV

twitter.com/CAI_CV

39

41-905 Boardwalk, A-2 Palm Desert, CA 92211

GREEN IS FOR LOCAL EVENTS

CAI-CV UPCOMING EVENTS

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

DECEMBER

JANUARY CONT.

CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, December 8, 2017, 8:30 a.m.

WHERE: Flood Response, Thousand Palms

CAI-CV Hosts CAI National’s Educated Business Partner Course (for business partners) WHAT: CAI National is Filming the ALL NEW EBP Course – Get Your Company Mentioned on the Video While You Earn Your EBP Designation WHEN: Tuesday, January 30, 2018 WHERE: La Quinta Resort & Club, La Quinta CAI’s National Law Seminar WHEN: Wednesday – Saturday, January 31 – February 3, 2018 WHERE: La Quinta Resort & Club, La Quinta

JANUARY CAI-CV Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, January 19, 2018, 11:30 Registration WHERE: Palm Valley Country Club, Palm Desert CAI-CV Awards & Monte Carlo Night WHEN: Friday, January 26, 2018, 5:30 p.m.

WHERE: Agua Caliente Casino Resort Spa

FEBRUARY CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, February 2, 2018 WHERE: CAI-CV’s NEW OFFICE – 75410 Gerald Ford Drive, Suite 102, Palm Desert

REGISTER ONLINE AT WWW.CAIONLINE.ORG, EVENTS

2017 CORPORATE SPONSORS PLATINUM______ AMS Paving Asphalt MD’s Associa Desert Resort Management Bissell Design Studios Inc. Conserve LandCare Diversified Asphalt EmpireWorks Fiore Racobs & Powers, A PLC NPG Asphalt Pacific Western Bank Roof Asset Management Signarama Sunshine Landscape Vantage Point Construction Western Pacific Roofing

GOLD___________ AMS Security BRS Roofing CBCI Construction Epsten Grinnell & Howell, APC Flood Response G4S Secure Solutions Lloyd Pest Control Mutual of Omaha Peters & Freedman, L.L.P. Prendiville Insurance Agency PrimeCo Purified Pool Water Vintage Associates

SILVER__________ Artistic Maintenance, Inc Automation Pride Barcode Automation, Inc. Coachella Valley Water District DWI Farley Interlocking Pavers Frazier Pest Control Horizon Lighting Painting Unlimited, Inc. Powerful Pest Management Seacoast Commerce Bank Three Phase Electric Union Bank Homeowners Association Services

BRONZE________

Accurate Leak Locators Adams Stirling, PLC Albert Management, Inc. All Counties Fence and Supply Association Reserves Bank of Southern California Ben’s Asphalt, Inc. Dunn-Edwards Paint Corp.

FirstService Residential Frontier Communications Guralnick, Gilliland & Knighten Kasdan LippSmith Weber Turner, LLP LaBarre/Oksnee Insurance Agency Law Office of Jennifer James, Esq.

PatioShoppers Commercial Furnishings Powerstone Property Management Pro Landscaping, Inc. S.B.S. Lien Services SCT Reserve Consultants SERVPRO of Palm Desert SERVPRO of Palm Springs/Indian Wells Sherwin-Williams Paint Co. Silldorf Law, LLP Suntech Consulting & Roofing The Management Trust United Paving U.S. Security Associates Vista Paint Corporation