December Quorum 2020

DECEMBER 2020

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10

Foxstone Homeowners Association

DECEMBER 2020

FEATURES 15 16 17 18 24 35

Adopt a Local Charity Important Coachella Valley Charities Need Our Help Powerstone Supports the Pediatric Cancer Research Foundation ANIMAL SAMARITANS SAFE Holiday Shopping CAI-CV’s New HOA Living Brochure

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Quorum December, 2020

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CAI-CV.org

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Quorum December, 2020

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CONTENTS 2020 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Green Bryant & French, LLP

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

GEN WANGLER, ESQ., CCAL, BOARD LIAISON KIMBERLY BURNETT

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

10

JAY JARVIS, CMCA, CCAM HOA Office, Inc.

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MARILYN RAMOS

Guralnick & Gilliland, LLP

MIKE REY CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

STEVEN SHUEY, PCAM

Personalized Property Management

FEATURES 10

By Marilyn Ramos

15 16

C.L. Sigler & Associates, Inc.

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Important Coachella Valley Charities Need Our Help

By Lori Albert, CAMEX, CCAM

17

CREATIVE DIRECTOR & GRAPHIC DESIGNER EDUCATED BUSINESS PARTNER

Adopt a Local Charity

By Greater Coachella Valley Chamber of Commerce

CHRIS SIGLER, B.S.C.E, CDT HOLLY SMITH, CMCA, AMS

Foxstone Homeowners Association

Powerstone Supports the Pediatric Cancer Research Foundation

By Michelle Lopez, CMCA, AMS

18

ANIMAL SAMARITANS

By Milo Lockett, AKC

24

SAFE Holiday Shopping

By Jamie Ridenhour-App

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

SUBSCRIBER SERVICES

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

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

35

CAI-CV’s New HOA Living Brochure

By CAI-CV President, Mike Traidman

DEPARTMENTS 26 Pools How Can a Pool Remodel Affect Your Pool Lighting?

By Mark Feldstein 28 Managers’ Corner SCOPE OF WORK: A Manager Best Practice

By Holly Smith, CMCA, AMS 31 Maintenance & Reconstruction Solving the Deferred Maintenance and Project Puzzle!

By Chris Sigler, B.S.C.E., CDT CAI-CV.org

facebook.com/CAICV

@CAI-CV

5

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Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Roxi K. Bardwell, Advanced Reserve Solutions, Inc. Rodney Bissell, Bissell Design Studios, Inc. Kimberly Burnett, DSI Security Services Linda Cardoza, Alliance Association Bank Will Cartwright, Cartwright Termite & Pest Control, Inc. Todd Chism, PatioShoppers Tiffany Christian, Epsten, APC Angel Christina, Delphi Law Group, LLP Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten, APC Julie R. Balbini, Esq., Fiore Racobs & Powers Julie Frazier, Frazier Pest Control, Inc. Elaine Gower, The Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, Harvest Landscape, Inc. Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., Green Bryant & French, LLP Megan Kirkpatrick, Kirkpatrick Landscaping Services Jared Knight, Vista Paint Corporation Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, Sherwin-Williams Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Conserve LandCare Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, CIT

Become an Educated Business Partner 6

Quorum December, 2020

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

CONTENTS

2020 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS MIKE TRAIDMAN PRESIDENT

Mira Vista at Mission Hills HOA CAI-CV

EDUCATED BUSINESS PARTNER

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

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

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

17

19

27 23

JOLEN ZEROSKI, CMCA TREASURER CIT

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR RealManage

LONI PETERSON, CMCA, AMS, PCAM DIRECTOR

Associa Desert Resort Management

STEVEN SHUEY, PCAM DIRECTOR

Personalized Property Management

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA

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

Executive Director 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.

EVENTS & ANNOUNCEMENTS 4 List of Advertisers 6 Educated Business Partners 8 President’s Message 9 New & Renewing Members 12 NEW! CAI-CV Medallion Community Program 14 Desert Arc – Essential Business Service 17 Welcome Aboard Terry McNabb, Aquatechnex

By Grace Paluck 19 Meet the Board and Committee Chair Board Member Daniel Farrar, CMCA, AMS

By Jay Jarvis II, CMCA, CCAM

20 Educational Lunch Program & Mini Trade Show Annual Meetings, Elections, and Apathy Friday, December 11, 2020, 11:30 a.m.

20 November Progam Sponsors 22 HOA Board Member Digital Forum 23 Titanium Sponsor Spotlight Associa Desert Resort Management 27 Meet the Board Board Member Clint Atherton, PCAM

By Jay Jarvis II, CMCA, CCAM

30 CAI-CV 2021 40th Anniversary Calendar 48 Upcoming Events 48 Corporate Sponsors CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

FROM THE CHAPTER

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

H

appy Holidays! We hope you will enjoy this “charity” issue of Quorum focused on giving back to our greater community. CAI national continues to tell HOAs that adopting a charity is one of the easiest ways to build community spirit. We hope you will consider taking this important step to becoming a best practice community. Later this month, we will be announcing a new program that will further promote best practice communities – the CAI-CV Medallion Community program. Please see page 12 for more information. We are excited about this new effort to recognize and promote the Valley’s best run HOAs.

A MESSAGE FOR OUR BUSINESS PARTNERS AND MANAGEMENT COMPANIES As the pandemic continues to keep CAI-CV members from gathering, I want to thank our business partners and management companies for supporting us through this tough period so we can continue to offer our members superb education. I also want to thank the many businesses and management companies who have donated their unused marketing dollars from 2020 to the Chapter. Our inability to fundraise through events has been met with amazing generosity. Beginning in January 2021, Quorum will print the names of these companies as CAI-CV ANGELS each month, with links to their websites. On behalf of the CAI-CV Board and all our members, we thank these generous members, and we will remember them when "Beginning in January we need their services.

2021, Quorum will print Here is a quick COVID-19 update. The CAI-CV Board of Directors voted last the names of these month to postpone our Annual Golf Tournament that had been rescheduled for companies as CAI-CV December 4th. We hope to have two golf tournaments in 2021. In the meantime, we will continue to meet virtually until there is a break in COVID-19 cases, and ANGELS each month, with links to their we can gather again.

2021 40TH ANNIVERSARY DIRECTORY

websites. On behalf of the CAI-CV Board and all our members, we thank these generous members, and we will remember them when we need their services."

The Chapter will release its new 2021 40th Anniversary Directory in January.

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

We had some outstanding programs in November. I want to thank Dea Franck, Esq. (Epsten, APC), and Steven Roseman, Esq. (Roseman Law, APC) for being our attorney panel for the November 6th COVID in the Valley “ASK THE ATTORNEY” program. On November 20th, we had our annual Legislative Update with CLAC Lobbyist, Louie A. Brown, Jr., Esq. (Kahn, Soares & Conway, LLP) and Jon Epsten, Esq. (Epsten, APC) where we heard about the new HOA laws that go into effect in January. A special thanks to Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC) for moderating both programs, and to the Programs Committee for their hard work and dedication.

The Education Committee will hold a Manager on the Run (MOTR) program on Friday, December 4th, with guest speaker Kara Cermak, Sr. Vice President of Learning & Development (RealManage) who will be speaking about how managers can navigate potential board politics. On Friday, December 11th, we will hold our next Educational Lunch Program & Mini Trade Show, on the topic of Apathy, Elections, and Annual Meetings. We are delighted to have as our guest speakers, Lori Albert (Albert Management), Mark Dodge, (Associa Desert Resort Management), and James McCormick Jr., Esq., CCAL (Delphi Law Group, LLP). This is sure to be an excellent program. You can sign up by clicking the link on page 48.

On behalf of the CAI-CV Board of Directors, we wish all our members a safe and healthy holiday season.

Mike Traidman

Mike Traidman, Mira Vista at Mission Hills HOA

8

Quorum December, 2020

CAI-CV NEW & RENEWING MEMBERS

CAI-CV New & Renewing Members NEW NATIONAL MEMBERSHIP AXOS BANK Ryan McBeth (352) 678-9008 rmcbeth@axosbank.com

NEW BUSINESS PARTNERS AQUATECHNEX, LLC Terry McNabb (855) 245-5253 tmcnabb@aquatechnex.com

PACIFIC WESTERN BANK

scottmourer@gmail.com

Erin Klink (760) 324-4914 eklink@pacwest.com

RENEWING MANAGER MEMBERSHIPS

REY INSURANCE SERVICES, INC.

ADVANCED RESERVE SOLUTIONS, INC.

Mike Rey (949) 487-9661 Mike@MReyIns.com

WICR INC., WATERPROOFING AND DECKING Fred Wanke (888) 388-9427 Fred@wicr.net

LAKES COUNTRY CLUB ASSOCIATION Ronald Phipps (760) 568-9435 rphipps@thelakescc.com

REALMANAGE

Roxi Bardwell (510) 693-1620 rbardwell@arsinc.com

ASSOCIA DESERT RESORT MANAGEMENT

Teri Gonzalez (760) 343-1433 teri@conservelandcare.com

Gloria Todisco (951) 391-2727 Ext. 1517 gloria.todisco@managementtrust.com

EMPIREWORKS RECONSTRUCTION AND PAINTING

RENEWING MANAGEMENT COMPANY MEMBERSHIPS

Chet Oshiro (888) 278-8200 coshiro@empireworks.com

DESERT MANAGEMENT

Brooke Ancheta (760) 346-1161 bancheta@drminternet.com Sharron Badham (760) 393-5211 sbadham@drminternet.com Melody Castro (760) 777-8807 mcastro@drminternet.com Maryann Hoss (760) 346-1161 mhoss@drminternet.com Dana Lefever (760) 346-1161 dlefever@drminternet.com Synthia Salazar (760) 346-1161 synthia.salazar@drminternet.com Norma Segura (760) 346-1161 nsegura@drminternet.com Holly Smith (909) 521-6829 hsmith@drminternet.com Tracy Young (760) 346-1161 tracyyoung@drminternet.com

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

BIGHORN HOMEOWNERS ASSOCIATION, INC.

FLANAGAN LAW, APC Tim Flanagan (619) 489-3100 tim@flanaganhoalaw.com

SOCAL SHADE SAILS Dan Mezich (619) 972-1100 dan@shadesails.biz

RENEWING BUSINESS PARTNERS BRABO & CARLSEN, LLP Wayne Carlsen (760) 320-0848 wayne@brabo-carlsen.com

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

CONSERVE LANDCARE

FENTON, GRANT, MAYFIELD, KANEDA & LITT, LLP

NEW MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Mariah Estrada (760) 346-1161 mestrada@drminternet.com Whitney Romney (760) 346-1161 wromney@drminternet.com Ciara Shuster (760) 346-1161 cshuster@drminternet.com

NEW MANAGMENT COMPANY MEMBERSHIP MANAGEMENT TRUST

Ann Borowski-Bitter (310) 717-7375 ann.borowski@realmanage.com Rhonda Drews (760) 673-8545 rhonda.drews@realmanage.com

THE RESERVE COMMUNITY ASSOCIATION Julie Reese (760) 674-2242 jreese@thereserveca.com

VACASA COMMUNITY ASSOCIATION MANAGEMENT Sarah Simoneau (909) 894-8310 travelingsimoneau@gmail.com

WHITESTAR MANAGEMENT Cherri Hairston (760) 423-8819 cherri@whitestarmgmt.com Monique Kerrigan (760) 485-3051 monique@whitestarmgmt.com Dion Lewis (760) 773-0123 Ext. 104 dion@whitestarmgmt.com Matthew Rittenhouse (760) 773-0123 matt@whitestarmgmt.com

NEW VOLUNTEER LEADERS Jeffrey Bormaster Chrys Goodell

POWERSTONE PROPERTY MANAGEMENT

Judith Mandic (760) 610-8432 judym@bighorngold.com

SUMMERSET SPRINGS HOMEOWNERS ASSOCIATION

M & M SWEEPING, INC.

Edan Lopez (760) 469-4315 mlopez@powerstonepm.com

DESERT PRINCESS HOMEOWNERS ASSOCIATION

RENEWING VOLUNTEER LEADERS

Richard Juge (760) 343-3003 rich@mandmsweeping.com

PROFESSIONAL COMMUNITY MANAGEMENT, AN ASSOCIA COMPANY

Kathryn Krupp (949) 435-3834 kkrupp@fentongrant.com

Scott Mourer (949) 228-3395

Anthony Duran

Ken Kuperstein Richard Cech (760) 219-1817 kkuperstein@desertprincesscc.com

FIRSTSERVICE RESIDENTIAL Daniel Farrar (760) 834-2487 daniel.farrar@fsresidential.com

CAI-CV.org

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@CAI-CV

9

FEATURE

Foxstone Homeowners Association

By Marilyn Ramos

F

oxstone Homeowners Association was originally designated as Desert Trace and is located in the Shadow Hills area in the City of Indio. It is situated north of I-10 and bordered between Avenue 41 on the north, Avenue 42 on the south, Monroe Street on the west, and Gore Street on the east.

Foxstone is a KB Homes community that was completed in 2007.

It is a gated community comprised of 247 homes on approximately 74 acres. Over 21 of those acres are open space with a beautiful greenbelt and walking path running through the middle of the subdivision from one end to the other.

The single-story homes range from 1,524 square feet to 2,526 square feet. They have three to four bedrooms with lofts included in some of the floor plans. All have two full baths with an attached two-car garage. The lot sizes are a minimum of 8,000 square feet.

The style of homes is typical of Southern California with Santa Fe, Monterey, Mediterranean or California Mission elevations.

10

Quorum December, 2020

FEATURE The homes at Foxstone are currently selling for $315,000 to $475,000. The monthly association assessments are a very reasonable $133.00. Foxstone is a popular community that has experienced robust home sales and currently has only one home on the market.

The association maintains two well sites, the interior streets, the greenbelt area and walking path, and the two gates located on the east and west sides of the subdivision. Last year, Foxstone completed a road resurfacing project and has converted some of the perimeter landscaping to desertscape to conserve water and reduce maintenance costs.

The association has a roving patrol that assists with enforcing parking rules, keeping an eye on the community and reporting back to management with any concerns.

Foxstone is conveniently located by Walmart, WinCo, Home Depot, Burlington and Petco and several restaurants. It is also close to the city’s ninehole municipal golf course. An elementary school was recently built within walking distance from the community. Also nearby is a Tesla Supercharger station.

Foxstone residents enjoy large lots and the rural feel of the community. Although it is on the outskirts of the city, it is close to many conveniences.

The association’s Board Vice-President, Larry Novak, says, “Foxstone is a small community that has a little bit of everything. It is a great community to call home.”

Foxstone is managed by WhiteStar Management that recently took over the community. Cherri

CAI-CV.org

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@CAI-CV

11

FEATURE

COMING SOON TO THE COACHELLA VALLEY CAI-CV Medallion Community Program Promoting Best Practice HOA Communities

BECOME A CAI-CV MEDALLION COMMUNITY

Mazzone is their dedicated Community Manager. Cherri says that she is thrilled to work closely with the very active five-member board who work hard to keep Foxstone a lovely community that any family would be proud to call home.

The association enlists the assistance of several CAI-CV Business Partners as needed including Conserve LandCare, Martin Sweeping and Automation Pride.

If you would like to know more about Foxstone, you may contact Cherri at (760) 773-0123 or via email at to cherri@whitestarmgmt.com.

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

12

Quorum December, 2020

Medallion Communities are recognized as a preferred place to call home when compared to other Coachella Valley neighborhoods. Realtors will recognize Medallion HOA’s that focus on preserving and enhancing home values and residents will recognize the HOA's efforts to protect their assets, to provide a secure and friendly environment, and to promote community spirit. HOA boards of Medallion Communities know they are fulfilling their fiduciary duties fairly and transparently, representing the interests of the entire community.

Medallion communities thrive.

All Coachella Valley HOAs are encouraged to become a Medallion community.

To become a Medallion Community, HOAs show that they follow CAI’s best practices. These criteria have been developed with input from thousands of HOAs over many years. They are tried and true.

MEDALLION COMMUNITIES Preserve and enhance the character of the community Protect and enhance property values Exceed expectations of owners Medallion Communities will receive the Medallion Logo to add to their website, marketing materials, and communications with residents and businesses. They will receive an outdoor "Medallion Community" sign that can be placed at the community’s entrance, a certificate for framing, and recognition in CAI-CV publications sent to Realtors, other HOAs, community association managers, and businesses that support HOAs. Medallion Communities will also be recognized in Quorum each month.

Applications for the Medallion Community program will be available to CAI-CV member associations beginning Monday, December 14, 2020.

CAI-CV’s Homeowner Leader Committee will assist HOAs with completing an application and to help them become a best practice Medallion Community.

Call the CAI-CV office for more information or to request an application on December 14th.

MAKING [COMMUNITY]

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Associa Desert Resort Management is uniquely positioned to help your community accomplish any goals. Top-tier management, comprehensive maintenance and a customizable menu of additional services ensure your community thrives, and our local, qualified staff are committed to being your trusted advisors every step of the way.

CONTACT US TODAY! John Walters-Clark, CMCA®, AMS® Director of Marketing/Business Development 42635 Melanie Place | Suite 103 Palm Desert, CA 92211 | 760.610.7696 jwalters-clark@drminternet.com

CAI-CV.org

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13

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• Cleanups • Lawn/Garden Maintenance • Irrigation Systems and Installation

• Porter Services • Turf Conversions to Desertscapes • Landscape Enhancement and Renovations

• Seasonal Planting

• Environmentally Friendly Ground Designs

Quorum December, 2020

FEATURE

Adopt a Local Charity List created by the Greater Coachella Valley Chamber of Commerce

HOAs around the country are building community spirit by adopting a local charity. Supporting charities is even more important during the pandemic because many are unable to fundraise. According to CAI, it is a “best practice” for HOAs to adopt charities because it helps residents focus on something positive – helping those in need in their community. Here is a list of local charities for consideration from the Greater Coachella Valley Chamber of Commerce:

Alzheimer's Association

Audubon Society

Alzheimers Coachella Valley

Birth Choice of the Desert

American Cancer Society

Boys and Girls Club of Cathedral City

Boys & Girls Club of Coachella Valley

Cal State University Associates

Braille Institute of America

Cathedral Center aka Cathedral City Senior Center

Coachella Valley Horse Rescue

Cathedral City Historical Society

Desert Arc - Business Services

Center on Deafness Inland Empire (Codie)

Desert Best Friends Closet

CFLC Sheltering Palms Foster Family Agency

Desert Cancer Foundation

Children's Discovery Museum of the Desert

Desert Theatreworks

Coachella Valley Rescue Mission

Desi Strong Foundation

Community Housing Opportunities Corporation

DuBarry Hay Charitable Foundation

Desert AIDS Project

Eisenhower Dolores Hope Auxiliary

Desert Hot Springs Historical Society

Elder Love USA, Inc.

Dr. Carreon Foundation

Habitat for Humanity Restore

Galilee Center

Lift To Rise

Graceful Passages

Outreach DHS - Unity Ride 4 Homeless

La Quinta Arts Foundation

SoCal Coyotes

Literacy, Language and Cultural Centers (LiLac), Inc.

Stan & Bobbie Gold RiteCare Childhood Language Center

Martha's Village & Kitchen

Variety the Children's Charity

Ophelia Project

ABC Recovery Center, Inc.

Salvation Army

American Lung Association

Soroptimist House of Hope, Inc.

Angel View, Inc.

The Living Desert Zoo and Gardens

Animal Samaritans, SPCA

United Way of the Desert

Assistance League of Palm Springs Desert Area Thrift Store

Voices for Children, Inc. CAI-CV.org

facebook.com/CAICV

@CAI-CV

15

FEATURE

Important Coachella Valley Charities Need Our Help

By Lori Albert, CAMEX, CCAM

W

ith so many in the Coachella Valley out of work and needing assistance, now is the time for us to find a way to help those most in need this holiday season. With most large-scale fundraising events cancelled due to COVID-19 restrictions, local charities are struggling to make ends meet and deliver important services to those most vulnerable – children of the Coachella Valley. Here are four worthy organizations you should consider for your end-of-year giving and charitable donations in December.

Barbara Sinatra Children’s Center was born from a vision of the late great Coachella Valley resident Barbara Sinatra.

Founded in 1986 by both Barbara and Frank Sinatra, the Barbara Sinatra Children’s Center is dedicated to ensuring every child’s right to a normal, healthy and secure childhood.

The Children’s Center provides individual, group and family therapy along with special programs that address issues associated with children suffering the effects of child abuse and neglect, and who are at risk to be abused. An estimated 700 youngsters are counseled annually on an outpatient basis.

The management, staff, volunteers and board of directors of the Barbara Sinatra Children’s Center work relentlessly to ensure the ongoing quality of therapy services and that every child who comes for help receives the finest, most effective counseling. No child is ever turned away because of a family’s inability to pay. Learn more about this important work at www.barbarasinatrachildrenscenter.org.

Big Brothers Big Sisters of the Desert was founded in 1997 serving the Coachella Valley youth between the ages of 6 to 16

Quorum December, 2020

18 in two core mentoring programs: Community-based and site-based. Their stated purpose is for every child to have the opportunity to succeed in life and live up to their full potential. The organization was built to support one-to-one mentoring relationships that ignite the biggest possible futures for Coachella Valley youth. To donate visit www.bbbsdesert. org/donate.

Shelter from the Storm opened their doors over ten years ago to women and children in our valley seeking relief from domestic violence. This important organization provides comprehensive services professionally, ethically and compassionately to over 1,500 women and children on an annual basis. Often times a woman fleeing an abusive environment has nothing but the clothes on her back, so this charity is a great option to donate gently used clothes and household items. To learn more visit www.shelterfromthestorm.com.

The Narrow Door is a volunteer-driven, faith-based organization that finds the needs of the Coachella Valley and meets them above and beyond. Since 2009 they have served thousands of families in need, from the desolate to homeless, addicted and abused, widowed and orphaned. The Narrow Door’s Coachella Valley Christmas Store is a collaborative effort between the Narrow Door and local churches, businesses, schools and groups to provide free gifts and food to families in need during the Christmas season. You can even donate a gift to the Christmas Store with a purchase from Amazon this year: www.amazon.com.

Coachella Valley families are counting on us this year to help them during these challenging economic times. To learn more about the over 300 local charities providing important services to our community visit www.desertcharities.com.

Lori Albert is the CEO & President of Albert Management. She can be reached at 760.346.9000 or by email at lori.albert@albertmgt.com.

FEATURE

Welcome Aboard Terry McNabb, Aquatechnex

By Grace Paluck

Powerstone Supports the Pediatric Cancer Research Foundation

P

By Michelle Lopez, CMCA, AMS

owerstone Property Management is honored to partner with the Pediatric Cancer Research Foundation (PCRF). Due to heavy fundraising via silent auctions/events in conjunction with our valued business partners, we have been able to donate a total of $700,000 over the past ten years to help decrease childhood cancer. One hour of cancer research costs $50 and we are proud to say we have been able to support more than 1.4 million hours of cancer research.

According to PCRF, because of research, the cancer death rate has decreased more dramatically for children than for any other age group.

Founded in 1982 by physicians, parents, and community leaders, PCRF has raised over $47 million for cancer research. This represents the persistent hard work of physicians, researchers, volunteers, staff and community partners like Powerstone who are dedicated to the health of our future generation—our children.

“At the Pediatric Cancer Research Foundation, our vision continues to be – Eliminate childhood cancer through leading edge research.”

PCRF is a pioneer in fighting pediatric cancer. Since their inception, through funding of emerging research they have made a positive impact in improving childhood cancer survival rates from 10% to over 80%. Breakthrough research has helped improve cancer survival rates more dramatically for children than for any other age group.

However, there are still childhood cancers that have not had the same results – many aggressive cancers continue to devastate families and rob children of their childhoods.

There is still much to be done and the sense of urgency is greater than ever. You can help us support PCRF by contacting them at (800) 354-7273 or email them at info@pcrf-kids.org.

Michelle Lopez is the Director of Community Management at Powerstone. She can be reached at (760) 469-4315 or by email at mlopez@powerstonepm.com.

Please join me welcoming aboard a new business partner member of CAI-CV. Aquatechnex is a full-service lake management and water quality firm that operates seven offices throughout the western United States, including an office in Palm Desert. Aquatic Biologist and Certified Lake Manager, Terry McNabb, said, “We are looking forward to interacting with community managers and HOA boards and to help associations manage the many lakes here in the Coachella Valley.”

Overtime, lakes can be degraded by inputs of nutrients from the landscape and this can degrade the value and enjoyment of the property. Harmful algae blooms or HAB species are an increasing problem as they produce toxins that can impact wildlife, pets, Terry McNabb and human health. Dense aquatic weed growth can also detract from the aesthetics of the site and harbor disease vectors such as mosquitos. Aquatechnex helps lake communities protect their water resources with comprehensive lake management programs.

Given the potential problems associated with water in the desert, Aquatechnex staff are professional advisors to many HOA boards. Their staff include Certified Lake Managers, California Pest Control Advisors and Qualified Applicators. Aquatechnex is a member of the North American Lake Management Society and the Aquatic Plant Management Society. They are also on the teaching faculty of the Golf Course Superintendents Association of American and the UC Davis Aquatic Weed School, and are best known nationally for their Lake and Aquatic Plant Management Seminar.

Their website is www.aquatechnex.com or you can reach Terry by email at tmcnabb@aquatechnex or by giving him a call at (855) 245-5253. Terry, welcome to CAI-CV! Grace Paluck is the Division Executive Vice President for The Management Trust. She can be reached at (760) 776-5100 or by email at grace.paluck@managementtrust.com.

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17

FEATURE

ANIMAL SAMARITANS

By Milo Lockett

R

uff, BARK – Oh sorry, you prefer English. Forgive the typos – I’m a dog and my paws are a bit clumsy on the keyboard. I’m Milo. I’ve met many of you when you come to visit my best friend Ashley or my dad, Cal, at the CAI-CV office. I’m writing to tell you about my favorite charity, Animal Samaritans. Did you know that Ashley and Cal rescued me? I don’t remember my puppy days very well. Perhaps, for good reason. All I know is there were a lot of people and a lot of bad smells. My dad tells me that I escaped and was found wondering the streets when I was just over a month old.

A really nice lady who smelled like flowers picked me up and took me to Animal Samaritans. Wow, I was in dog heaven.

Hearing the happy barks of my people made me feel welcome. The staff filled my tummy, cleaned me up and did some clipping – thank God I don’t remember that. I was there only a few weeks when a wonderful family adopted me, only to find my stay with them cut short due to their medical problems. So, Ashley and Cal were my second rescue through Animal Samaritans. I’m very grateful to be part of the CAI-CV family and I miss seeing your faces since this COVID, bark, bark, bark – don’t get me started. I’m four now and very happy.

Here is some information about Animal Samaritans. The BIG NEWS is that two of my friends from CAI-CV serve on their Board of Directors. Dea Franck, Esq. from the law firm of Epsten, APC, and Mark Dodge, President and CEO of Associa Desert Resort Management are huge supporters of Animal Samaritans and they help keep the organization going to help save more of my people.

They also save cats - those funny looking creatures with claws – don’t like them much.

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From their website, I learned that Animal Samaritans believe in the healing power of animal-human connections. They say, “People have recognized this capacity for millennia. It’s part of the reason why our relationships with our animal friends are so meaningful to us. They are bonds as strong as family, and at Animal Samaritans, we honor them as such. Because of this, AnSams created healing curricula that offer animal companionship as a form of treatment. We bring specially trained animals to hospitals, group homes, correctional facilities, to senior homes and more.” And, they certainly helped bring me to CAI-CV!

HERE’S WHAT THEY DO:

"Ruff ruff bark bark pant pant pant bark, ruff. Ruff ruff ruff pant pant ruff bark...

"

SQUIRREL. Bark ruff ruff.

Dea Franck Esq.

Mark Dodge

Their shelter finds forever homes for dogs that staff has saved from kill shelters. Adopt one like me today!

Their no-profit state-of-the-art vet clinics operate under the principle: Pets.

Not Profits. I get my shots and medical exams there – I even get my teeth cleaned and they say I’m a great patient!

Their Humane Education program creates kinder communities through kindness to animals with their Animal Companion Therapy, which utilizes the healing power of animal-human connection. I’m hoping to become a therapy dog when I grow up. My dad says I need to wait another few months till I’m over my puppy shenanigans. Hmm. I hope you will support Animal Samaritans and come by and visit when you can.

THANK YOU to Animal Samaritans Directors Dea Franck, Esq. from the law firm of Epsten, APC, and Mark Dodge, President and CEO of Associa Desert Resort Management.

Milo Lockett is a four-yearold Siberian Husky from the Coachella Valley. He has attended beginning training classes and will start training as a Therapy Dog in February. Milo speaks Dog and English, with a smattering of Spanish and cat. His favorite position is upside down with paws in the air. He loves Ol’Roy Bark’n Bac’n. Milo can be reached at the CAI-CV office at (760) 341-0559 or via email to admin@cai-cv.org.

Meet the Board & Committee Chair Board Member Daniel Farrar, CMCA, AMS

By Jay Jarvis II, CMCA, CCAM How many members know CAI-CV has a Golf Committee? Well, we do, and Daniel “Dan” Farrar has been its chair or co-chair for many years. Dan was also just elected to serve on the CAI-CV Board of Directors. This month’s Quorum profiles Dan as part of the continuing series to introduce our readers to the Chapter’s board members and committee chairs.

Dan grew up in Connecticut, but his family originally came from Southern California, where he has always had many relatives. He decided to attend USC for college and has remained in the Daniel Farrar area ever since.

Golf is one of Dan’s passions, and he worked in the golf industry for many years. From there, he moved to community association management. Dan now works for FirstService Residential, as the General Manager for the Ironwood Community Association, which has 1070 homes. He likens his work at Ironwood to working for the United Nations, because there are sixteen sub-associations, with their respective board members, ten managers, and five different management companies. When asked about his work with Ironwood, Dan says, “I am most proud of my efforts with the board to develop a comprehensive branding for the community.”

Dan says he seeks to get value in everything he does. He manages with a big picture goal, avoiding getting lost in the minutiae. He adds, “I am a big believer in promoting and sharing best practices and solutions since that makes all of our jobs easier.” His greatest strengths are his ability to think outside of the box, to be open to try new ways, and to create win-win scenarios when possible.

Dan and Maryellen — his wife of 28 years — have a daughter, Ashton, who followed in her dad’s footsteps by graduating from USC. The family has two rescue dogs, Apollo (a chihuahua) and Frances (a dalmatian-whippet mix). Dan’s hobbies include participating in a golf league, where he serves as Tournament Chairperson, seeking interesting courses to play. He also enjoys travel and finding good deals online.

Dan lauds CAI-CV’s strong network of active managers and business partners, and describes the educational programs as top notch. He would like to see a deeper reach with assistant managers and board members, as well as reaching out to new high school and college graduates to explore community management as a career. His own goal with respect to the organization is to keep expanding golfing and similar events to promote financial support of the Chapter.

E.J. (Jay) Jarvis II, CMCA® CCAM® Is community manager with HOA Office, Inc., Past President, Lafayette Village Homeowners Association, Past President and On-site manager Portola Palms Homeowners Association. Jay can be reached at jay@HOAOffice.net.

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19

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

Friday, December 11, 2020, 11:30 AM CLICK HERE to Register

LUNCHEON TOPIC: APATHY, ELECTIONS, AND ANNUAL MEETINGS PLEASE SUPPORT CAI-CV SPONSORS!

GUEST SPEAKERS

December Program Sponsors Links

Lori Albert, CEO, Albert Management, Inc.

Mark Dodge, CEO, Associa Desert Resort Management

Quorum December, 2020

Membership Sponsor Prendiville Insurance Agency Exhibitor Sponsors AMS Paving, Inc.

Membership Sponsor Prendiville Insurance Agency

Beaumont Tashjian

Exhibitor Sponsors Alliance Association Bank Animal Pest Management Services, Inc. BPR, Inc. Conserve LandCare Diversified Asphalt Products ET Water/Jain Irrigation G4S Secure Solutions (USA), Inc. Nissho of California, Inc. Patrol Masters, Inc. Prendiville Insurance Agency Roseman Law, APC SCT Reserve Consultants, Inc. Seacoast Commerce Bank SunStates Security Tinnelly Law Group United Paving Co.

C. L. Sigler & Associates, Inc.

James McCormick, Jr., Esq., CCAL, Partner, Delphi Law Group, LLP 20

November Program Sponsor Links

Thanks to the generosity of our sponsors, there will be no charge for virtual meetings in December, however, you must still register online at WWW.CAI-CV.ORG. CLICK HERE

BRS Roofing, Inc. Conserve LandCare Delphi Law Group, LLP DSI Security Services Dunn-Edwards Corporation Horizon Lighting Inc. Nissho of California, Inc. PatioShoppers, Inc. Popular Association Banking Powerful Pest Management Prendiville Insurance Agency PrimeCo Sherwin-Williams Paint Company Three Phase Electric UgMo Technologies Vista Paint Corporation Western Pacific Roofing

GURALNICK & GILLILAND _________________________________________________________________________________________________

• Corporate Counsel •

• Legal Opinions

• Assessment Lien and Foreclosure

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

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

Please Consider a One-Time Gift to CAI-CV! CAI-CV COVID-19 Recovery Fund $5,000, $2,500, $1,000, $500 During COVID-19, CAI-CV has been unable to hold fundraising events.

Please consider a one-time gift to help us recover from the 2020 pandemic.

Your gift will count toward your total marketing dollars and CAI-CV will list your company as contributing to the Chapter’s COVID-19 Recovery Fund as CAI-CV Angels in Quorum Magazine every month and at every event in 2021.

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21

A Well Run HOA is the Result of a Good Management Company

PWLC II, INC LANDCARE MANAGEMENT

There are more than 600 Homeowner’s Associations (HOA) in the Coachella Valley and most are professionally managed by an HOA management company. If your HOA is not managed by a professional management company, or if you are unhappy with your management arrangement, let HOA Office, Inc. show you how we can make your operation be more efficient and your residents feel part of a robust community.

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

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

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

Attention CAI-CV & DCHC Board Members

Join the New Digital Idea Exchange Forum Today CAI-CV’s Homeowner Leader Committee and the Desert Cities HOA Council started the joint Digital Idea Exchange Forum to help community association board members with a wide range of topics. Recent topics included: finding the right bank investment companies for reserves, identifying the best rules of order, COVID 19 stress, how to address dog barking, community elections, collections and fines, gate code polices, assessments, pools, streets, license plate readers, and virtual meetings. COVID related topics included: keeping pools open or closed, who is responsible for virtual board agendas, and recording virtual board meetings.

The goal of this forum is to share “best practices” for homeowner leaders. Joining is simple and then you can launch your questions to dozens of other Valley board members for their insights.

TO JOIN: Send an email to CAICV-HOALeadersForum+subscribe@groups.io Include the name of the HOA where you serve, your name, and that you are a board member. You must be a board member, and a member of CAI or DCHC to participate. Not a member – no problem – call the CAI-CV office for membership information. Up to 15 board members from any association may join CAI for $250 per year; DCHC membership is free.

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Quorum December, 2020

Phone: (760) 545-5040

CAI-CV

2020 TITANIUM SPONSOR SPOTLIGHT

A

ssocia Desert Resort Management is a full-service management company specializing in resort lifestyle communities. From management and accounting services to developer consulting, maintenance, and association insurance, we’re proud to offer a wide range of services that are customizable just for you.

Desert Resort Management has been in business in the Coachella Valley for more than 30 years, and we joined the Associa family of management companies in 2010. Our partnership with Associa has allowed us to serve our clients at an even higher level with world-class resources and robust technology. These resources, combined with our local expertise and personal service, have uniquely positioned us to accomplish community goals and maintain long-lasting relationships with our clients.

Every community we work with gives us valuable feedback, so we can continue to fulfill our mission of providing unsurpassed community management and lifestyle services. We always put people first and are proud of our relationships with our clients.

While 2020 has brought with it many unanticipated events, our response to the pandemic could not have been better executed. Not only were we able to adjust our workforce to 99% remote within a matter of days, we were also able to service our client base by maintaining our contractual obligations with the support of an operational office. In these unprecedented times, uncertainty has been a prevalent theme, we proudly stand with our team of professionals and thank them for their continued commitment to our communities.

We are also proud of our commitment to the satisfaction and well-being of our employees. It’s our priority to hire and retain the best people in our industry, and we have one of the lowest employee turnover rates in the Coachella Valley. We conduct regular team-building, social, educational, and physical fitness events for our staff, and we make sure they know how important they are. Our employees take ownership and go above and beyond what is expected each and every day.

We are pleased to be a Titanium Sponsor for the Coachella Valley Chapter. CAI is the best resource for educational, social, and networking programs for all community management professionals. We hope our continued support helps CAI carry on its important work.

Thank you to Desert Resort Management –An Associa® Company for their generous support of CAI-CV! CAI-CV.org

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23

FEATURE

T

SAFE Holiday Shopping

he holidays are here and on public Wi-Fi like at Starbucks while we all want to enjoy or McDonald’s or any network the season, there are challenges you are unfamiliar with. If you everyone should be aware of to have a smartphone or tablet it

By Jamie Ridenhour-App stay safe this year. The combiis better to download and use a nation of the pandemic along retailer's official app rather than with many out-of-work individuals and our polarized political using a browser to access the shop. environment have contributed to a nationwide rise in crime.

You can't eliminate your risk entirely, but you can mitigate SHOPPING IN PERSON potential safety concerns. If you follow a few simple safety While online shopping may be our best bet during the considerations, you are more likely to stay safe this holiday. pandemic, there may be times or instances where we just have to get out and go to a store. Let’s touch on some items to ONLINE SHOPPING help keep you safe when you are out and about: Online shopping during the pandemic has already seen The first and most simple guidelines concerning risk mitia marked increase and for good reason. By browsing and gation is of course COVID-19 avoidance this includes washing purchasing online you remove all the risk factors directly your hands regularly, social distancing, and wearing your face related to in-person shopping. However, this option raises covering. Keep hand sanitizer handy and don’t be afraid to some security concerns all to itself. Let’s go through some avoid touching surfaces! guidelines that can help keep you safe online: A little preplanning at home can also make your shopping Only shop on trusted sites. While flashy sales and pop-ups trip a bit safer. Check ahead for hours, product availability, may advertise amazing deals, these can often lead to websites and make your list so you know exactly where to go once in that are not safe. Never ever buy anything on a website that is the store. Take only what you need with you and make sure not secured. To tell if a website is secure, a quick indicator is you have your credit and debit card information written down whether the website starts with https instead of only http or somewhere safe at home in case of theft while shopping. www. In many browsers you will also see a padlock symbol Parking lots can be an area of opportunity for thieves or in the browser window to signify the website is using SSL other ne'er-do-wells. Park in well lit areas as close to your (Secure Sockets Layer) to maintain its security. Another thing destination as possible, and make sure you remember where to remember is that no retailer will ever need your social you parked. Be aware of who and what is around you and security number to finalize a transaction. If asked for your be mindful of suspicious behavior. Keep your car locked social security number when shopping, run. Avoid shopping and conceal any packages or items you may already have

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Quorum December, 2020

purchased. Have your keys in hand when walking to and from your vehicle. If you feel uncomfortable, advise someone at the store or call for help. Once at your vehicle check the backseats and rear of the vehicle before entering. Once you open the door enter your vehicle quickly and lock the door.

In the store it is important to be aware of your surroundings and take measures to ensure your safety and protect your belongings. Keep purses and wallets secure. Carry wallets in the front of your pants instead of the back. Avoid carrying large amounts of cash. If possible, only carry one payment card at a time. Note where the nearest exits and closest employees are. Avoid secluded areas. If a violent situation or mob type issue arises, leave immediately from the safest closest exit.

Restrooms can be potentially dangerous places due to their private nature. Avoid using restrooms that are secluded.

Observe your surroundings and leave if anything seems suspicious. Notify employees of any issues. Never allow a child to go to the restroom alone. Keep handbags and shopping bags unreachable from neighboring stalls.

All of us at DSI Security Services wish you a happy, healthy and safe holiday season.

Jamie Ridenhour-App is the National Training and Compliance Manager for DSI Security Services. He can be reached at jridenhour@dsisecurity.com. Kimberly Burnett is the Business Development Manager at DSI Security Services and can be reached at (909) 238-3827.

NEXT MEETING

Join Us - Thursday, January 21, 2021 TOPIC: LANDSCAPE MAINTENANCE 10:00 a.m. - 12:00 p.m. - VIRTUAL www.DesertCitiesHOACouncil.com CLICK HERE AND JOIN TODAY!

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25

POOLS

How Can a Pool Remodel Affect Your Pool Lighting?

By Mark Feldstein

D

uring the pandemic, many associations are choosing to remodel their pools and spas. Obviously, at the end of a pool remodel, associations expect their pool to perform better than ever. One area that may be negatively impacted by a pool remodel, however, is the pool lighting, not only from satisfying local city code requirements, but also whether old lights will function after the remodel.

Pool lighting and pool safety are an integral part of a pool’s design and operation. Having a safe facility allows everyone to enjoy swimming without worrying about preventable accidents.

While commercial pool owners know they need to correctly secure access to the pool, good lighting for pools is often overlooked. This is a mistake because good pool lighting is necessary for safe pool use.

For owners of commercial spaces that include pools, such as associations, hotels, apartment complexes, or health facilities, good lighting is even more critical. Pools in these facilities are even more likely to be used at night and by a wide range of people.

KNOW THE CODE! You must know your local code requirements, (the requirement generally ranges around 1 watt of light per square foot of pool bottom), however, recognize that those codes can be out of date when compared to today’s options. For example, not specifying energy-saving LED lights that are now available. LED lights can pay for themselves very quickly with years of savings beyond.

Also, the requirement may not go far enough for safety purposes.

Consider safety first. Light the pool evenly, not forgetting the shallow end, especially near steps. Accidents and, therefore, liability, can be prevented with good lighting.

A LITTLE SECRET Here’s a secret that most remodelers won’t tell you. Most hand-troweled pool finishes are not going to be perfect. There will be bumps and divots and even trowel marks on the finished product. It is hand-troweled, after all, and plasterers walk inside the pool with spiked shoes. These will be visible even in white finishes. Mis-aimed or mis-placed lights (too close to the pool bottom, for example) will only make the imperfections more visible at night – like the surface of the moon. That is why all remodeling companies have no warranty on how the finish looks at night under lights. Nature of the beast.

So, lighting a pool can be very strategic.

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Quorum December, 2020

LIGHTING CAN BE CHALLENGING Beyond the aesthetics and safety, there is another consideration when contemplating not replacing pool or spa lights. The lights must be pulled from the niche during the remodel. These lights are then placed on the deck where they are exposed to weather conditions.

Here’s the problem: Over the service life of the light, the cords get brittle and sometimes swell, which makes them difficult or impossible to remove. Also, the rubber gaskets get brittle and when exposed to air and sun can crack and allow water into the light fixture. It is better to replace the light fixture when you have the opportunity rather than risk having to do it within a year with the pool full of water.

POOL LIGHTS AREN’T THE ONLY ISSUE Another consideration is the PVC or copper pipe beneath the deck through which the light cord runs. Over time, this PVC pipe can crack, and it may fill with water or dirt, making pulling a new cord for new lighting difficult, if not impossible.

If a new deck is being poured, then would be the perfect time to also replace lights.

The solution isn’t an easy one if a new light can’t be pulled.

The only option is to cut into the deck and either install a new pipe or repair a bad section. The deck can be patched, but it will not match. However, there are potentially some design options. For example, instead of patching a cut deck with the same material, consider designing a patch using brick or other materials. Make it look like that was the design from the very start – turning a patch into a path!

Mark Feldstein is the Chief Financial Officer/Sales Manager for Gardner Outdoor and Pool Remodeling.

Mark can be reached at (909) 374-5520 or by email at markf@GardnerRemodel.com. Gardner Outdoor and Pool Remodeling has been serving the Southern California area since 1969. As one of only 50 licensed PebbleTec® applicators in the entire United States and the exclusive SoCal referral partner of Leslie’s Pool Supplies, Gardner Remodeling is the premier pool contractor in San Diego County, LA County, Orange County, and Coachella Valley. You can contact Dave Cole, Outdoor Consultant, at the Indio office at (760) 342-9756.

Meet the Board Board Member Clint Atherton

By Jay Jarvis II, CMCA® CCAM® This month, Quorum Magazine profiles newly elected CAI-CV Board Member Clint Atherton, PCAM. Clint recently became the general manager of Sun City Palm Desert Community Association, where he is responsible for 4,985 homes spread over 1600 acres, two 18-hole championship golf courses, two fitness centers, three clubhouses, two restaurants, and a café.

Clint Atherton Clint, who grew up in Huntington Beach, graduated from the University of California, Santa Cruz. He began working with common interest developments in 2001, in Orange County, where he joined CAI and was elected to the Orange County Chapter’s Board of Directors in 2012. In 2012, the Orange County chapter named him Large Scale Manager of the Year. Clint currently serves on CAI-CV’s Legislative Support Committee and is one of CAI-CV’s two delegates to the California Legislative Action Committee.

He was named CAI-CV’s Onsite Manager of the Year for 2017.

Clint and his wife, Stacy, came to the Coachella Valley in 2013, when Clint accepted a general manager position at a large Valley community. They are parents of two married sons and grandparents of a one-year-old and a five-year-old, with whom they frequently converse via video calling. Clint and Stacy also keep busy “parenting” their three rescue dogs and one cat. An avid sportsman, Clint plays golf, tennis, and pickleball and enjoys surfing when he can get to the beach.

Clint describes his management style as “democratic.”

He adds, “I greatly enjoy the collaboration and exchange of ideas from our team of employees and homeowner leaders to shape the direction of the community.” He believes that his greatest strength is his ability to listen and empathize with others while finding solutions to daily challenges. He said, “I like to think that I am able to deal with the daily stresses of managing a large-scale community while keeping my sense of humor intact.”

In accordance with Clint’s philosophy that everyone should keep learning, he has earned multiple certifications from CAI. He also serves on the Board for the Community Managers International Association, which focuses on providing large scale managers with continuing professional education. Clint’s goal for his CAI-CV Board tenure includes continuing to educate members regarding the impact of proposed legislation on community associations and educating managers and business partners about best practices, as well as teaching best governance practices to our homeowner leaders.

Clint believes that educating members is something for which CAI-CV excels. He would like to see the organization continue its push to grow membership, reaching out to the large number of CIDs here in the Valley.

When asked what keeps him professionally motivated, Clint said, “I enjoy helping a community find their unique culture and identity, becoming a place where boards and residents thrive.” When asked to describe his greatest professional achievement, he said, “I like to think it is still out there waiting to be achieved!”

E.J. (Jay) Jarvis II, CMCA® CCAM® AMS® Is a community manager with HOA Office, Inc., Past President, Lafayette Village Homeowners Association, Past President and On-site manager Portola Palms Homeowners Association. Jay can be reached at jay@HOAOffice.net.

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27

MANAGERS' CORNER

SCOPE OF WORK:

A Manager Best Practice

By Holly Smith, CMCA, AMS

C

ommunity managers by nature are self-starters, self-motivating and innovative people. Our boards expect that we will immediately address the community’s maintenance needs, requiring managers to have basic knowledge of many trades including landscaping, plumbing, roofing, gates and paving.

However, when it comes to managing a community’s larger projects, the complexities can become overwhelming. There is likely a need to look at multiple bids from vendors who may view the scope of work differently. For large projects, a manager will usually obtain three bids. They will choose three vendors that seem to be a good fit for the project, provide them the job goals and community information, and may even set a job walk. The manager will also create a spreadsheet that will help track all the items that are included in the proposals. The manager will probably spend hours speaking with the vendors gathering additional information and assembling the puzzle pieces to get a fair comparison.

After gathering and interpreting the project information, it is time for the information to be presented to the board. This is where the project hits some hurdles. Inevitably, the side-byside comparison will make little sense.

Although the vendor has the project goal in mind, they were left to their own resources to scope out the project. This means the manager may have collected information for three very different projects, all having the same outcome, but no way to compare them.

This manager missed an important step: A written scope of work for the

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business partners (contractors) to bid against! No WONDER it’s so confusing!

A WRITTEN SCOPE OF WORK IS KEY! To ensure you receive accurate proposals for your large projects, you need to start with a written scope of work prior to asking for bids from the vendors. This eliminates each vendor’s interpretation of what the job entails. For complex or large dollar jobs, you can have the scope of work prepared by an independent third-party licensed professional like an engineer. Some boards may balk at the

extra expense, but these dollars spent up front will nearly always save money down the road.

For smaller projects, you may count on licensed business partners to assist you with developing your scope of work.

The important thing to remember is to only rely on licensed contractors and make sure when you are receiving multiple bids that all vendors are working from the same scope of work.

Some business partners will help with developing a scope of work for free. It never hurts to ask. For larger projects, a professional construction consultant or engineer will have a broad range of

"A GOOD EXAMPLE WHERE YOU MIGHT CONSIDER A PROFESSIONAL TO ASSIST WITH THE SCOPE OF WORK IS WHEN PLANNING COMPLIANCE WITH THE SB326, THE STATE DECK LEGISLATION. " knowledge and expertise that will help the board feel comfortable that the project will get done the right way the first time. Relying on professionals for help also serves to separate the HOA (and manager) from certain risks and may protect the HOA from potential litigation. Following through with this best practice benefits your communities and ensures that we as managers have done our fiduciary duty and protected the association and ourselves from risk.

A good example where you might consider a professional to assist with the scope of work is when planning compliance with the SB326, the State deck legislation. These balcony investigations and resulting repairs could be expensive and risky if not done properly. If you have balconies and/or raised stairs, you may want to talk with the board about adding a professional advisor to the association’s annual budget.

Happy planning! Remember, having a good scope of work is a CAI best practice!

Holly Smith, CMCA, AMS, has over 20 years of property management experience within Southern California and has been in HOA management the last 4 years. Holly works for Associa Desert Resort Management. She serves as co-chair of CAI-CV's Legislative Support Committee and serves on the Quorum Committee.

She can be reached at (760) 346-9918 or hsmith@drminternet.com.

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2021 CALENDAR JANUARY

8 12 15 18 21 22 26 27 27-30 29

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

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

6 9 12 15 18 19 23 24 26

SATURDAY TUESDAY FRIDAY MONDAY THURSDAY FRIDAY TUESDAY WEDNESDAY FRIDAY

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

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

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

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

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

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

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

5-7 11 14

25 26 27-28 31

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

4 8 10-12 17 18 25 29 30

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FEBRUARY

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

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JULY 2 5 8-9 13 16 16 23 27

FRIDAY MONDAY THURSDAY-FRIDAY TUESDAY FRIDAY FRIDAY FRIDAY TUESDAY

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

6 10 20 27 31

FRIDAY TUESDAY FRIDAY FRIDAY TUESDAY

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

3 6 10 14 16 24 28 29

FRIDAY MONDAY FRIDAY TUESDAY THURSDAY FRIDAY TUESDAY WEDNESDAY

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

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

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

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

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FRIDAY TUESDAY FRIDAY WEDNESDAY THURSDAY FRIDAY THURSDAY-FRIDAY TUESDAY

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

3 10 14 17 21 24

FRIDAY FRIDAY TUESDAY FRIDAY TUESDAY FRIDAY

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

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SATURDAY FRIDAY

HOLIDAY – NEW YEARS DAY 2021 AWARDS & MONTE CARLO NIGHT

CEUS: CERT CR: MOTR: AMOTR: BMW:

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

AUGUST

SEPTEMBER

OCTOBER

NOVEMBER

DECEMBER

JANUARY 2022

MAINTENANCE & RECONSTRUCTION

Solving the Deferred Maintenance and Project Puzzle!

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

W

hen an association is facing a substantial amount of deferred maintenance, requiring a major renovation or repair project – it seems a daunting task. So many moving parts, so much to consider. How can a community that is run by volunteer board members and led by a professional management company know that they are going about it the best, most cost-efficient way, without experiencing a construction and financial nightmare?

Thankfully, the industry is full of great resources that can be called upon to lead you through the sometimes-muddy waters of a major project, no matter what type or size of project you are faced with. The most successful projects are carried out with the guidance of a professional. The process of a deferred maintenance repair project or any major project – if organized, well-communicated and collaborative – can be very rewarding indeed.

Deferred maintenance seems to be the industry’s biggest nemesis; however, any major project should be guided by independent professional advisors, for the greatest success.

Two major types of projects are the most common:

1. Aging Properties with excessive deferred maintenance – This type of project is the most common and should be given special attention from a detailed professional to avoid problems. There may be elevated structures such as stairs or balconies that are visually worn out, and may be either unsafe or nearly unsafe; there may be roofs that are leaking prematurely, exterior cladding that is falling off of the buildings, or roads that are full of potholes or other hazards – or all of the above. Your reserve analyst and reserve study may be telling you that it is time to paint, but you know that you can’t paint over deteriorated wood, metal or concrete. The priorities, issues and problems must be identified, quantified, and priced out, but you don’t know a) what the problems really are; and b) whether you can afford to fix them with the reserves and money in the bank.

2. Post-litigation construction defect repair work – This type of reconstruction project follows a construction defect lawsuit and/or settlement, which usually occurs within the first 10 years of a property’s life. These types of projects have many built-in benefits: tremendous volumes of data and investigative work already completed; funding that was borne from the litigation or settlement and, a board and community that are more “in tune” with the facility and the issues and defects that face them.

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MAINTENANCE & RECONSTRUCTION Step 3: Prepare the scope of work - This should be prepared and authored by your project leader, in collaboration with the board, management, and the data collected during the investigative phase. This is the body of work that the bidding contractors will utilize to price out the work, and allows them to bid more confidently, knowing that they are bidding “apples to apples” as is often said, on a “level playing field”. This is a very key element to keeping project costs down!

Step 4: Solicitation of bids – Usually done by the project leader.

Bidding contractors have been agreed upon between the consultant, board and management, the chosen contractors are invited to bid the work – sometimes referred to as an “RFP” (Request for Proposal). A pre-bid conference should be held on site, wherein the construction documents (drawings and specifications) are distributed, a site walk is conducted with the bidders, and a review of the project scope and specifications is performed with the selected bidding contractors.

Step 5: Receive and analyze bids and create a project The bottom line is the same for both: Professional management companies and volunteer board members are not trained to tackle such work, nor are they able to effectively organize such an effort. So, what is the most effective way to avoid disaster when faced with a major renovation or reconstruction project?

GETTING TO THE STARTING LINE – THE PRE-CONSTRUCTION STEPS Major projects require a great deal of planning and due diligence prior to execution. To set up a project for success, consider the following steps:

Step 1: Hire an Independent “Expert” – Your consultant should be a construction professional such as an architect, engineer, or construction project manager. A “project leader” so to speak, who will draft specifications and drawings, write a clear scope of work, and assist the association in determining the priorities for repair.

Step 2: Research the history of the structure(s) and perform investigations – In the case of post-litigation projects, much of this work has already been done; in the case of aging properties, this is a key element to assist the consultant in determining deficiencies, priorities, and “right-sizing” the project scope. New technologies such as infrared thermal imaging and borescope investigations now exist that can minimize disruptions to the residents, while collecting some valuable data during this investigative phase.

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budget – Once bids have been received, the bids must be analyzed and compared for inconsistencies, accuracy, and completeness. Once this has been completed, the consultant should prepare a project budget that includes, but is not limited to the contractor bid prices, project management, contingencies for unforeseen/hidden conditions that are typically discovered, permits, legal fees, and any other miscellaneous project costs that might be incurred.

MAINTENANCE & RECONSTRUCTION

Once these steps have been carried out, board members can then make informed decisions about their project. The final project scope must be determined based upon either available reserve funding, or other methods of obtaining funding before a desired project scope can be pursued. The final steps prior to moving ahead: 1. Finalization of the project work scope and budget 2. Selection of contractors 3. Selection of a funding model (existing reserves vs. loan/line of credit vs. special assessment, or any in combination) Although from inception to this point has taken in many cases months to achieve, the real heavy lifting still lies ahead!

THE CONSTRUCTION PHASE Project work in common interest developments is never easy – it can be intrusive and is dirty, loud, and can be unpleasant at times. The goal is to make the construction experience as pleasant as possible, while being mindful that the work is being performed in and/or around our residents’ homes. Aside from the technical aspects of the work, the most important pathway to success involves the all-important concept of communication, communication, and then more communication! Information and communication are the biggest pathway to a smoother project!

“A HOMEOWNER WHO IS WELLINFORMED IS A MUCH LESS STRESSED OUT HOMEOWNER!” Your project leader should generate communications to the residents in any way possible, utilizing the tools available,

such as a website, community posting boards (electronic and paper), or newsletters.

For consistency of messaging regarding the project, your project leader should remain as the community’s “central voice” and advocate for the membership – the first point of contact for all project matters. This reduces the manager’s already large workload on regular business for the association and reduces a great deal of liability and risk for the board and managers. Other important roles the project manager leader must play include quality control inspections, budget and schedule compliance monitoring, documentation of work in progress, contractor payment application and mechanics lien release processing and of course, keeping the board and manager updated as to the project’s progress.

As the work winds down, the project manager leader should ensure that all of the details of finalization are carried out, such as punch list inspections and cleanup, final sign-off of permits from the contractor, obtaining of final lien releases and product warranties, maintenance instructions, and transmittal of project close-out documents/archives to the association for complete and accurate record keeping.

The journey from inception to cleanup is a long one, but the end game for the entire process should create safe, clean, refreshed, and updated homes, with a maintenance-friendly community that is more pleasant to enjoy.

Chris Sigler is the President and Owner of C.L. Sigler & Associates, Inc., a construction management and consulting firm that exclusively serves the HOA industry. He is a civil engineer by trade, with 30 years of engineering and construction experience, and is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. Chris can be reached at (760) 469-3048 or by email at chris@siglercm.com.

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Are you doing all of your Association’s project work internally, putting yourselves and your We can help.   

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34

licenses & insurance We manage budget and schedule, handle communications Provide Quality Control during the work Provide full Construction Administration including tracking payments and lien releases

Quorum December, 2020

Other Consulting Services Offered:    

SB 326 Balcony Inspections Forensics Building Component Condition Reports, Roof Reports Independent review of Reserve studies

Visit our website, see our project gallery and watch our informational video: www.siglercm.com SF Bay Area: 408-922-0262 inquiry@siglercm.com Call or write for more info on how we can

FEATURE

CAI-CV’s New HOA Living Brochure

HOA

By CAI-CV President, Mike Traidman

I

n 2019, the City of Palm Desert contacted CAI–CV to ask for our help. Eighty percent of Palm Desert residents live in HOAs and they were going to city hall for services and questions that were the jurisdiction of their association. The confusion over city services versus HOA services lead to a number of meetings between the city and CAI-CV that eventually lead us to bring in CAI national to collaboratively publish a brochure to explain “HOA Living” to Palm Desert residents.

The HOA Living brochure is a twelvepage brochure that answers most of the questions a homeowner might have such as: What are my responsibilities as a homeowner or renter in a HOA? How do I get a copy of the rules?

LIVING

LEARN MOR E ABOUT LIV HOMEOWN ING IN A ERS ASSOC IATION (HO A) OR OTHE COMMON R INTEREST D EVELOPME NT What are m y responsibi lities as a homeowner or renter in an HOA? How do I ge t a copy of the rules?

Who govern s what?

Who do I ca ll when I ne ed help?

Who governs what?

Who do I call when I need help?

CAI-CV designed the brochure using pictures of Palm Desert and CAI member Palm Valley County Club HOA, and specific contact information supplied by the city. Following the city listings, there is a designated area to write in contact information for the HOA management company, manager, and other key association phone numbers. The brochure was a big hit with Palm Desert residents with the city giving copies to residents who come to the city seeking services and posting the digital brochure on their website. Additionally, several Palm Desert HOAs have requested copies to give out to their homeowners at their annual meetings and to new families moving into their communities.

In February, we created a new brochure for Cathedral City, and the city of Rancho Mirage has recently asked for their own version. As word spread about the brochure, we began receiving requests from Valley Realtors. A few months ago, we undertook creation of a Valley-wide version that could

be used by any city, association, or by Realtors selling inside HOAs. We are reproducing the newest brochure for you in Quorum so you can see the Valley-wide version.

Since education is our primary goal, we are offering any of the HOA Living brochures digitally to Valley cities or HOAs for free. Printed copies are available for a nominal fee - our cost for printing. We expect Realtors and many HOAs will want copies to explain the benefits and responsibilities of living in one of our many HOAs. Anyone wishing to order copies digitally or printed should call the CAI–CV office at 760-341-0559.

Mike Traidman is President of CAI-CV and he serves on CAI’s national Homeowner Leaders Council. He is Treasurer for the Mira Vista at Mission Hills HOA and can be reached at mtraidman@yahoo.com.

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LIVING IN AN HOA OR COMMON INTEREST DEVELOPMENT If you live in a homeowners association (HOA), you are in good company. HOAs are the fastest growing form of housing today. More than 70 million Americans reside in over 344,500 homeowners associations and that number is expected to continue to grow exponentially.

According to Public Opinion Strategies, more than 90 percent of residents who live in HOAs rate their overall experience as positive. However, living in an HOA requires a certain level of understanding by residents. This brochure will provide you with basic information about HOAs, including their purpose, what they govern and how they function. On the back cover, there is space for you to fill in your community’s important contacts.

We have also provided contact numbers for key Coachella Valley services.

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Š Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

ABOUT COMMUNITY ASSOCIATIONS In California, planned developments, condominium projects, cooperatives and other planned communities are all called common interest developments or CIDs. You know them as HOAs because most CIDs are managed by a homeowners association. CIDs are formed any time homeowners share real property or assets in common like roads, pools, parks, tennis courts, golf courses and country clubs. Twenty-five percent of the U.S. population already live in CIDs and that number is expected to double in the next ten years. In California, there are currently 50,000 associations with property values exceeding $700 billion. The percent of Coachella Valley residents who reside in a CID far exceeds the national average.

Palm Desert alone estimates 80 percent of their residents live in a CID.

PRIMARY PURPOSE OF CIDS CIDs share a few essential goals: • Preserving the nature and character of the community • Providing services and amenities to residents • Protecting property values • Meeting the established expectations of owners.

There are many benefits to living in a CID. CIDs offer a range of amenities and services to their residents. Some services were once the exclusive province of local municipalities. This transfer or privatization of services has become commonplace and many municipalities now encourage developers to form CIDs for this purpose. Builders put the association in place while the community is being built. During the early stages of construction and sales, builders manage these services and the CID, but eventually the obligation falls to the homeowners.

There are other benefits to community associations other than providing services. CIDs also extend some degree of protection against neighborhood degradation and deterioration—cars on cinder blocks, dilapidated homes or yards that are not maintained. This requires creating reasonable community standards and enforcing equitable and consistent rules.

COMMON CHARACTERISTICS OF ASSOCIATIONS Regardless of the type of association you live in, there are three characteristics of all common interest developments: • Homeowners share ownership of common land and amenities such as swimming pools.

• Homeowners automatically become a member of a community association with all other homeowners and, as such, must abide by association rules.

• Homeowners pay an assessment (often monthly) that is used to maintain the common areas or provide services such as professional management. © Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

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COMMUNITY ASSOCIATION GOVERNANCE

GOVERNING DOCUMENTS

ENFORCEMENT

The legal documents that establish a community association, govern its operation, and provide rules for using the association property are called the governing documents. The following governing documents are in order of their authority:

The association has the legal power of enforcement and should use it consistently and effectively. Rules for pets, swimming pools, parking, noise, and home-based businesses are examples of areas that are usually covered in the CC&Rs and Rules & Regulations. When rules are broken, usually a friendly word or simple written reminder from the manager or an association officer will correct a problem. But, when stronger measures are needed, boards can suspend privileges or impose fines.

Without proper enforcement, these documents accomplish little. CIDs also have legal authority related to collecting assessments. Associations, in fact, have an obligation to all members to collect assessments to pay for the maintenance and replacement of common area components.

Covenants, Conditions, and Restrictions (CC&Rs) The Covenants, Conditions, and Restrictions detail each owner’s property rights, the restrictions on use of the property, and the owner’s rights and responsibilities in the association.

Articles of Incorporation Articles of Incorporation establish the association as a corporation and describe its purpose, structure, and powers.

Bylaws Bylaws establish rules for the operation of the association such as meeting requirements, election procedures, and duties of the officers, board, and committees.

Rules & Regulations For a group of people to share property peacefully and profitably, they must agree to a common set of rules. Establishing and enforcing these rules preserve both the value of the property and the quality of life in the community. They’re designed to make sharing property convenient and fair for all.

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CIDS ARE GOVERNED BY NEIGHBORS The typical CID is governed by a board of homeowner volunteers who are elected by their fellow owners to set policy.

Smaller associations with limited budgets also may rely on resident volunteers for various management responsibilities.

Homeowner involvement is essential, whether a community is self-managed or professionally managed. There are many opportunities to get involved, from leading a specific project to chairing a committee to running for a seat on the board.

There is usually a correlation between the level of homeowner involvement and the long-term success of a community. © Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

The Board of Directors Association members (the owners) elect a board that sets policy and directs the affairs of the community. The elected board members appoint or elect officers (usually a president, treasurer, and secretary) among themselves. Board members are entrusted with fiduciary responsibility for the association. California state statutes empower duly elected board members with the necessary authority to carry out their duties. Board and committee members normally serve the community on a voluntary basis. Boards rely on help and advice from skilled professionals like community association managers, attorneys with expertise in community association law, and certified public accountants who understand the unique financial and legal needs of community associations.

Board Meetings The business of the association takes place at board meetings. This is where important issues are discussed, and decisions are made. You should attend board meetings to get a sense of how the association is functioning and ask for more information after the meeting if you have questions.

Associations are required to set aside time at board meetings when residents can ask questions. Sometimes called a homeowners’ open forum, this time allows residents to bring an issue to the attention of the board.

© Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

Elections Most associations conduct board elections annually. Terms are usually staggered so that only a few members change from year to year. All members of the association should learn about the candidates and vote in each election.

Committees Most CC&Rs require the establishment of at least one committee, the design review or architectural committee. This committee generally specifies parameters for paint colors, fences, decks, window treatments, and other exterior features. This isn’t intended to stifle individual creativity, but rather it ensures the integrity of the original community design. It also protects you from situations such as a neighbor erecting an unattractive shed using a garish paint color. The architectural committee typically develops and distributes architectural guidelines, reviews and approves submitted plans, and maintains aesthetic standards. It’s important for all owners to be familiar with the association’s architectural standards and work with the committee when making any exterior changes to their homes. Residents will also want to make sure they adhere to city and county t regulations and requirements. Your association may have additional committees including a nominating committee to oversee elections, or a social or welcome committee to build community spirit. The board may also appoint committees of members to help with finance, communications, maintenance and recreation.

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COMMUNITY ASSOCIATION MANAGEMENT Efficient community management helps maintain property values and enhance the quality of life in the community. Management carries out the policies set by the board and works at the board’s direction. There are several different forms of community association management. Which is best for your association depends on the size, facilities, services, budget, and volunteer support of the community.

Professional Management Professional community association management generally offers the most expertise and the least worry for the board and owners. Associations can ensure they’re getting the most highly qualified management by hiring professionals who have been certified in the industry. Look for the following credentials: • Certified Manager of Community Associations (CMCA) • Certified Community Association Manager (CCAM) • Certified Common Interest Development Manager (CCIDM) • Association Management Specialist (AMS) • Professional Community Association Manager (PCAM) • Large Scale Manager (LSM) Regardless of who professionally manages the association, the board is ultimately responsible for overseeing all operations and governance.

Self-Management Small associations may be either partially or completely self-managed. Although this approach is economical, the skills, enthusiasm, and commitment of the volunteers are important factors in weighing whether this method is right for your community. A variation on this approach is to supplement volunteer management with part-time professional management.

Regardless of the management option that’s right for a community, all associations should rely on industry experts for legal advice, auditing, and maintenance services.

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Quorum December, 2020

© Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

THE ASSOCIATION AS A BUSINESS, GOVERNMENT, AND COMMUNITY A community association is a unique organization that encompasses aspects of business and government, while also existing as a community. It’s important that associations operate as smoothly and efficiently as possible in each of these areas.

How is a community association like a business?

Community associations are big business. Owner assessments in many associations amount to millions of dollars in assets that must be soundly invested, carefully budgeted, and responsibly spent. Many associations are employers with on-site staffs. Some are in the business of providing recreational facilities and services. Most associations are legally established as corporations, and all are in the business of providing common services to members.

How is a community association like a government?

Community associations have certain legal authority to enforce rules and regulations and collect assessments.

In this way they operate to a very limited degree like government entities. Community associations have the authority to collect assessments and to take legal action, if necessary, when members don’t meet their obligations.

In fact, associations have an obligation to all members to collect assessments to pay for the upkeep that ensures property value.

What makes an association a community?

Everything associations do to bring people together and promote communications among residents builds a sense of community and makes the association a desirable place to live. These activities might include sponsoring social events, facilitating learning and organizing recreation and cultural events. Promoting quality of life is an intangible goal that all community associations should be pursuing.

FINANCES Assessments Those who live in community associations share common property, amenities, services, and sometimes utilities.

They also share the costs of these features and pay for them through assessments.

The community association board sets the assessment level each year according to actual needs identified during the budgeting process. Budgets must cover all areas of operation and the annual contribution to reserve funds. Like your personal expenses, association expenses and your assessments are likely to increase over time. However, most associations try to avoid unjustified increases because these lead to collection problems.

raise assessments for those who do pay their fair share. A downward trend can develop, causing residents to become unhappy with the state of the property or inequitable assessments, which may lead them to put their homes up for sale.

In California, boards are required to give each owner a copy of the budget. Study it carefully and ask questions. Satisfy yourself that the budget is sound.

Assessments in Large-Scale Associations Most large-scale associations have a two-layer association system. The umbrella, or master, association provides community-wide services such as streets and recreation centers.

You may be assessed by the master association for these services. Within the larger community there are smaller sub-associations, each with its own board and manager, that provide additional services and amenities. You will also pay assessments to this association for services that directly benefit you such as lawn care and building maintenance.

Reserves Reserve funds are monies put away each year for large, future expenditures such as replacing roads or roofs.

The amount to be contributed each year is determined after careful study and analysis by experts called Reserve Specialists. An association’s financial stability depends on well-funded reserves. They greatly reduce the likelihood of a special assessment and may provide interest income that can offset operating expenses.

Insurance People who live in community associations need slightly different insurance than those who don’t or those who rent.

The community association will have a master policy that protects against losses of common property like recreation facilities, walkways, and parking lots. It will also have liability insurance to protect those who use the facilities and the officers of the association.

Although the association is responsible for insuring common property, it still affects you. For example, if the master policy is inadequate to restore the clubhouse after a fire, the members collectively will have to pay the difference. Association master policies typically do not cover unit interiors or personal possessions, so you need to have a homeowner policy that protects you against personal loss and liability. Check with an agent who specializes in community association insurance to ensure that your personal policy and the association’s master policy don’t overlap or leave gaps in coverage.

Failure on the part of the association to collect assessments consistently is a serious financial mistake. Unpaid assessments may force the association to cut back on services or © Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

41

LEASING The governing documents, typically the CC&Rs, will determine whether homeowners can lease or rent their property and may impose conditions. If you’re considering leasing your unit, inform the association and ask about leasing procedures.

Owners and tenants must follow the same rules. The lease should require tenants to abide by all CC&Rs and Rules & Regulations, and copies should be provided. Conversely, tenants also have the same privileges as owners–except for voting. As soon as you lease your unit, notify the association and provide the manager with a copy of the lease. This gives the association an opportunity to present the new tenant with a welcome package and an invitation to take part in community activities. Most importantly, provide the manager with your new address and phone number. As an absentee owner, you’ll want the association to be able to reach you.

ASSOCIATIONS’ RIGHTS AND RESPONSIBILITIES Perhaps the greatest achievement for any association is creating and sustaining a sense of community among residents and leaders. This goal is best achieved when homeowners, non-owner residents and association leaders recognize and embrace their rights and responsibilities. It was with this goal in mind that CAI developed Rights and Responsibilities for Better Communities. These principles can serve as an important guidepost for board and committee members, community association managers, homeowners and nonowner residents.

Community leaders (directors and committee leadership) have the right to: • Expect owners and non-owner residents to meet their financial obligations to the community.

• Expect residents to know and comply with the rules and regulations of the community and to stay informed by reading materials provided by the association.

• Expect respectful and honest treatment from residents.

• Conduct meetings in a positive and constructive atmosphere.

• Receive support and constructive input from owners and non-owner residents.

• Personal privacy at home and during leisure time in the community.

• Take advantage of educational opportunities (e.g., publications, training workshops) that are directly related to their responsibilities and as approved by the association.

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Quorum December, 2020

Community leaders (directors and committee leadership) have the responsibility to: • Fulfill their fiduciary duties to the community and exercise discretion in a manner they reasonably believe to be in the best interests of the community.

• Exercise sound business judgment and follow established management practices.

• Balance the needs and obligations of the community with those of individual homeowners and residents.

• Understand the association’s governing documents, become educated with respect to applicable state and local laws and manage the community association accordingly.

• Establish committees or use other methods to obtain input from owners and non-owner residents.

• Conduct open, fair and well-publicized elections.

• Welcome and educate new members of the community—owners and non-owner residents alike.

• Encourage input from residents on issues affecting them personally and the community as a whole.

• Encourage events that foster neighborliness and a sense of community.

• Conduct business in a transparent manner when feasible and appropriate.

• Allow homeowners access to appropriate community records when requested.

• Collect all monies due from owners and non-owner residents.

• Devise appropriate and reasonable arrangements, when needed and as feasible, to facilitate the ability of individual homeowners to meet their financial obligations to the community.

• Provide a process that residents can use to appeal decisions affecting their nonroutine financial responsibilities or property rights—where permitted by law and the association’s governing documents.

• Initiate foreclosure proceedings only as a measure of last resort.

• Make covenants, conditions and restrictions as understandable as possible, adding clarifying “lay” language or supplementary materials when drafting or revising the documents.

• Provide complete and timely disclosure of personal and financial conflicts of interest related to the actions of community leaders, e.g., officers, the board and committees. (Community associations may want to develop a code of ethics.) © Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

HOMEOWNERS’ RIGHTS AND RESPONSIBILITIES Homeowners have the right to: • A responsive and competent community association.

• Honest, fair and respectful treatment by community leaders and managers.

• Participate in governing the community association by attending meetings, serving on committees and standing for election.

• Access appropriate association books and records.

• Prudent expenditure of fees and other assessments.

• Live in a community where the property is maintained according to established standards.

• Fair treatment regarding financial and other association obligations, including the opportunity to discuss payment plans and options with the association before foreclosure is initiated.

• Receive all documents that address rules and regulations governing the community association prior to purchase.

• Appeal to appropriate community leaders those decisions affecting non-routine financial responsibilities or property rights.

Homeowners have the responsibility to: • Read and comply with the governing documents of the community.

• Maintain their property according to established standards.

• Treat association leaders honestly and with respect.

• Vote in community elections and on other issues.

• Pay association assessments and charges on time.

• Contact association leaders or managers, if necessary, to discuss financial obligations and alternative payment arrangements.

• Request reconsideration of material decisions that personally affect them.

• Provide current contact information to association leaders or managers to help ensure they receive information from the community.

• Ensure that those who reside on their property (e.g., tenants, relatives and friends) adhere to all rules and regulations.

GETTING INVOLVED

The value of your home investment and the quality of life in your community depend in large part on your community association, and the success of the association depends on you. The key to a successful community association is the support and enthusiasm of the members. Without the involvement of members like you, the association can’t operate successfully. Some options for getting involved are: serve on the board, volunteer for a committee, vote, pay assessments on time, follow the rules, attend board meetings, read the association newsletters and attend social functions.

ABOUT THE COACHELLA VALLEY

The Coachella Valley includes nine cities that are thriving, year-round communities, with the natural beauty and recreational amenities of a resort destination. The Coachella Valley offers big-city resources in a friendly, small-town setting. The Valley’s first-class educational facilities, healthy real estate market, varied job opportunities, safe and clean streets, plentiful parks, and wealth of shopping choices make it unique among Southern California destinations.

ABOUT CAI

CAI is an international membership organization dedicated to building better communities. With nearly 45,000 members, CAI has 64 chapters worldwide, including Canada, the Middle East and South Africa, and relationships with housing leaders in other countries, including Australia and the United Kingdom. CAI provides information, education and resources to the homeowner volunteers who govern communities and the professionals who support them.

CAI members include association board members and other homeowner leaders, community association managers, association management firms and other professionals who provide products and services to associations. Learn more at www.caionline.org. The local Coachella Valley Chapter of CAI has more than 1,000 members and affiliates and represents many of the Valley’s CIDs. Visit www.cai-cv. org for information about the local chapter or call the CAI-CV office at (760) 341-0559.

WHERE TO GO WITH PROBLEMS & QUESTIONS

Most questions and complaints related to the administration of the community can be addressed by the community association manager.

When you have questions about rules, architectural guidelines, landscape, maintenance, and assessments, using amenities, gate issues, parking, pets and noise issues, call the community association manager. Many communities have websites that offer information and may answer some of your questions or concerns. If your community is self-managed, ask a director to provide the names and contact information for the people to call when issues arise. © Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

43

City Fire and Emergency Care

Palm Springs 911

Desert Hot Springs 911

Cathedral City 911

Rancho Mirage 911

Police Non-Emergency

760-327-1441

760-329-2904

760-770-0300

760-836-1600

760-323-8299 760-778-8434 760-322-8383 760-323-8272 www.palmspringsca.gov Palm Springs Spectrum 855-811-4076 Frontier Communications 866-945-4714 Palm Springs Disposal 800-973-3873 Southern CA Edison 800-990-7788

760-329-6411 760-329-6411 ext. 269 760-862-6900 760-329-6411 www.cityofdhs.org Desert Hot Springs Spectrum 760-288-7840

760-770-0340 760-770-0309 760-553-1031 760-770-0340 www.cathedralcity.gov Cathedral City Spectrum 760-764-5313 Frontier Communications 800-921-8101 Burrtec Waste Industries 760-340-2113 Southern CA Edison 800-655-4555

Desert Water Agency 760-323-4971

Mission Springs Water District 760-329-6448

760-324-4511 760-770-3220 760-833-7999 760-324-4511 www.ranchomirageca.gov Rancho Mirage Spectrum 760-316-1703 Frontier Communications 844-903-2037 Burrtec Waste Industries 760-340-2113 Rancho Mirage Energy Authority 800-990-7788 Imperial Irrigation District 760-482-9600 Coachella Valley Water District 760-398-2651

SoCalGas 800-427-2200 Palm Springs PS Animal Control 760-327-1441

SoCalGas 877-238-0092 Desert Hot Springs DHS Animal Care & Control 760-329-6411

City Hall Code Compliance Short Term Rental Hotline Parks & Recreation Website Utilities Cable TV/Internet/ Telephone

Waste Disposal Electric

Water

Gas Animal Services Aggressive Animals

Desert Valley Disposal 760-329-5030 Southern CA Edison 800-655-4555

Desert Water Agency 760-323-4971 Coachella Valley Water District 760-398-2651 SoCalGas 800-427-2200 Cathedral City Riverside CO Animal Services 760-343-3644

SoCalGas 800-427-2200 Rancho Mirage Riverside CO Animal Services 760-343-3644

Other Utilities That May Be Available Cable TV/Internet/Telephone Direct TV Windstream Water Myoma Dunes Water District (Bermuda Dunes) Telephone AT&T Residential T-Mobile Other Important Numbers Police Riverside County Sheriff's Department County Residential Riverside County Assessor Riverside County Clerk/Recorder Riverside County 4th District Office (Coachella Valley) Riverside County 4th District Code Enforcement Riverside County 4th District Building Department Riverside County Flood Control Riverside County Housing Authority Riverside County Planning Department Riverside County Public Works Riverside County Waste Management County Services Poison Control Better Business Bureau Riverside County Transportation Department SunLine Transit Agency (Bus Transportation) Riverside County Child Protective Services Riverside County Family Resource Center Riverside County Adult Protective Services Riverside County Public Social Services Animal Samaritans 44

Quorum December, 2020

Š Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

877-615-2770 855-837-8791 760-772-1967 800-222-0300 800-866-2453

800-950-2444 800-746-1544 800-696-9144 760-863-8211 760-343-4150 760-863-8271 951-955-1200 800-655-1541 760-863-8277 760-863-8271 951-486-3200 800-222-1222 800-675-8118 951-955-6880 760-343-3456 760-773-6700 760-288-3313 760-770-2450 760-770-2300 760-343-3477

Palm Desert Indian Wells La Quinta 911 911 911 760-836-1600 760-836-3215 ext. 5 760-836-3215 ext. 5 to report crimes 760-836-3215 760-346-0611 760-346-2489 760-777-7000 760-776-6360 760-346-0407 760-777-7050 760-862-6900 760-834-7788 760-777-7157 760-776-6481 760-776-0235 760-564-0096 www.cityofpalmdesert.org www.cityofindianwells.org www.laquintaca.gov Palm Desert Indian Wells La Quinta Spectrum Spectrum Spectrum 888-892-2253 760-340-2225 760-340-2225 Frontier Communications Frontier Communications 877-775-6373 855-552-9691 Burrtec Waste Industries Burrtec Waste Industries Burrtec Waste Industries 760-340-2113 760-340-2113 760-340-2113 Southern CA Edison Southern CA Edison Imperial Irrigation District 800-655-4555 800-655-4555 760-335-3640 Imperial Irrigation District Imperial Irrigation District 760-398-5811 760-398-5811 Coachella Valley Water District Coachella Valley Water District Coachella Valley Water District 760-398-2651 760-398-2651 760-398-2651 SoCalGas 800-427-2200 Palm Desert Riverside CO Animal Services 760-343-3644

SoCalGas 800-427-2200 Indian Wells Riverside CO Animal Services 760-343-3644

SoCalGas 800-427-2200 La Quinta Riverside CO Animal Services 760-343-3644

Indio 911

Coachella 911

760-391-4051

760-398-8895

760-391-4000 760-391-4110 760-541-4222 760-625-1826 www.indio.org Indio Spectrum 760-340-2225 Frontier Communications 877-440-1635 Burrtec Waste Industries 760-340-2113 Imperial Irrigation District 760-335-3640

760-398-3502 760-398-4978

Indio Water Authority 760-391-4038 SoCalGas 800-427-2200 Indio Riverside CO Animal Services 760-343-3644

760-501-8100 www.coachella.org Coachella Spectrum 760-340-2225 Frontier Communications 855-525-9100 Burrtec Waste Industries 760-340-2113 Imperial Irrigation District 800-303-7756 Southern CA Edison 800-655-4555 Coachella Water Authority 760-398-2702 Coachella Valley Water District 760-398-2651 SoCalGas 800-427-2200 Coachella Riverside CO Animal Services 760-343-3644

MY ASSOCIATION CONTACT INFORMATION (fill in information for your community) Our community association manager is:

Management company name:

______________________________________________________

______________________________________________________

Phone: _______________________________________________

Gatehouse: ___________________________________________

Email: _______________________________________________

Clubhouse: ___________________________________________

Manager emergency number: __________________________

Club GM: ____________________________________________

Patrol Service: ________________________________________

Phone: _______________________________________________

Community website: __________________________________

Board meeting dates: __________________________________ Posting sites: _________________________________________

Š Community Associations Institute (CAI).

All Rights Reserved. Content sources listed on the back.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

45

SOURCES: Good to Great Brochure, Community Associations Institute Rights and Responsibilities for Better Communities, Community Associations Institute Model Code of Ethics for Community Association Board Members, Community Associations Institute Community Association Fundamentals, Community Associations Institute Community Association Governance Guidelines, Community Associations Institute Introduction to Community Association Living, Community Associations Institute Statistical Review: Community Association Data, Foundation for Community Association Research Source content reprinted with permission of Community Associations Institute and the Foundation for Community Association Research. Learn more by visiting http://www.caionline.org, writing to mailto:cai-info@caionline.org or calling (888) 224-4321.

FOR BETTER HOA LIVING – JOIN CAI CAI-CV has been providing education, best practices, and access to local and national resources to help Coachella Valley HOAs become the preferred place to call home for 40 years. Before you buy in an HOA, ask if they are a member of CAI. HOAs may join CAI for $250 per year, giving them access to best practices from thousands of HOAs, resources, and ongoing education for up to 15 board and committee members. Call 888-224-4321 to join or call the local office at 760-880-5717 for more information.

75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 (760) 341-0559 | admin@cai-cv.org | cai-cv.org COMPLIMENTS OF:

Our thanks to the City of Palm Desert and Palm Valley Homeowners Association for providing photos.

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Quorum December, 2020

Honesty, Quality, Integrity. These guiding values have allowed AMS Paving to become the #1 choice for community associations in the Coachella Valley.

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DECEMBER

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CAI-CV’s Manager on the Run (MOTR) (for managers and assistant managers) WHEN: Friday, December 4, 2020, 8:30 a.m.

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

CAI-CV’s HOLIDAY Golf Tournament - POSTPONED (for all members) WHEN: FRIDAY, DECEMBER 4, 2020 W HERE: Desert Princess Country Club, Cathedral City

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

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CAI-CV’S Educational Lunch Program & MINI TRADE SHOW (for all members) WHEN: FRIDAY, December 11, 2020, 11:30 AM – 1:15 PM W HERE: Virtual via Zoom

CAI-CV’s Chapter Leadership Training (for CAI-CV Committee Chairs, Co-Chairs, and CAI-CV Board) WHEN: Friday, January 15, 2021, 10:00 a.m.

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Due to COVID-19 gathering restrictions, the following events have been postponed: • Annual Bowling Tournament at Palm Springs Lanes • Corks for CLAC Wine Tasting at Shields Date Garden • Oktoberfest (Spooktoberfest) at Sunshine Landscape • CAI-CV Golf Tournament • 2020 Awards & Monte Carlo Night has been rescheduled for Friday, March 26, 2021 at Pro Landscape

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

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

W HERE: Virtual via Zoom CAI’s National Association Law Seminar (for HOA attorneys, insurance agents, managers) WHEN: Wednesday-Saturday, January 27-30, 2021 W HERE: Virtual via Zoom (CAI national event) CAI-CV’s SPOOKTOBERFEST IN JANUARY WHEN: Friday, January 29, 2021, 5:30 p.m. (PENDING) W HERE: Sunshine Landscape

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

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