2021 February Quorum

FEBRUARY 2021

$4.95

FEBRUARY 2021

CAI-CV Launches New Medallion Community Program for Best Practice Communities!

See Page 30 for Application!

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Silver Sands Racquet Club FEATURES

30 CAI-CV Launches New Medallion Community Program for Best Practice Communities!

40 Best Practice Assistance From CAI Drone photos provided by Silver Sands resident, Greg Hine.

MAKING [COMMUNITY]

HAPPEN Secure your community’s future with national resources and local expertise.

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

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Quorum February, 2021

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

COVID has had a significant impact on the Chapter’s ability to have fundraising and networking events. The following companies have donated all or a portion of their unused 2020 sponsorships to the Chapter. CAI-CV’s Board of Directors honors these business partners that see the value of supporting the Chapter’s educational programs. Many more companies are considering donating unused sponsorships so this list will continue to grow each month! Please thank them and call on them when you have a need for their services.

THANK YOU CAI-CV CHAPTER ANGELS AMS Paving CIT Conserve LandCare Delphi Law Group LLP Epsten APC Patrol Masters Popular Association Bank Powerful Pest Management Pro Landscaping Roseman Law APC Seacoast Commerce Bank Vantage Point Construction, Inc.

CAI-CV.org

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ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP.............................................17

ASPHALT AMS PAVING................................................................17 ASPHALT MD'S..............................................................6

ATTORNEYS COMMUNITY LEGAL ADVISORS INC..............................4 FIORE RACOBS & POWERS, A PLC..............................21 GREEN BRYANT & FRENCH, LLP....................................6 GURALNICK & GILLILAND, LLP....................................42

CONSTRUCTION VANTAGE POINT..........................................................42

DESIGN BISSELL DESIGN STUDIOS, INC...................................43

GATES & GARAGE DOORS AUTOMATION PRIDE....................................................42

LAKE MAINTENANCE DWI CERTIFIED LAKE MANAGER.................................21

LANDSCAPING CONSERVE LANDCARE................................................17 DESERT ARC................................................................22 PRO LANDSCAPING, INC..............................................42 PWLC II, INC. ..............................................................24

Community Legal Advisors Inc. COMMUNITY ASSOCIATION ATTORNEYS

MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT...................2 THE MANAGEMENT TRUST..........................................14

PAINTING FLANDERS PAINTING INC............................................21

PEST CONTROL FRAZIER PEST CONTROL, INC.....................................42 POWERFUL PEST MANAGEMENT................................24

POOLS GARDNER OUTDOOR AND POOL REMODELING...........43

Serving Orange County, San Diego County, Inland Empire and Coachella Valley

Toll Free 833.938.1877 AttorneyforHOA.com 4

Quorum February, 2021

ROOFING BRS ROOFING INC.......................................................17 WESTERN PACIFIC ROOFING.......................................24 Assessment Collection General Counsel • ADA & DFEH Compliance • Timely Status Reports • Responsive Paralegals • CC&R & Bylaw • Collectibility Analysis Amendments • Judicial or Non-Judicial • Architectural Matters • Contracts & Insurance Foreclosures • Money Judgment • Elections & Recalls • Employment Law Lawsuits • Small Claims Assistance • Legal Opinions • Post Judgment Recovery

SECURITY DSI SECURITY SERVICES...............................................3

SHADE SAILS SOCAL SHADE SAILS.....................................................4

TAX AND AUDITING SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC.........24

CONTENTS

2021 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

HOA Legal Services

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

MARILYN RAMOS, CO-CHAIR Guralnick & Gilliland, LLP

STEVEN SHUEY, PCAM BOARD LIAISON

Personalized Property Management

KIMBERLY BURNETT

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

GRISELDA CORONA

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F.C. Landscape

MEAGHAN GAFFNEY-HOWE The Gaffney Group, Inc.

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

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MIKE REY

CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

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

HOLLY SMITH, CMCA, AMS

Associa Desert Resort Management CAI-CV

EDUCATED BUSINESS PARTNER

GEN WANGLER, ESQ., CCAL CREATIVE DIRECTOR & GRAPHIC DESIGNER RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749

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.

FEATURES 10 Silver Sands Racquet Club

By Marilyn Ramos

30 CAI-CV Launches New Medallion Community Program for Best Practice Communities!

By Homeowner Leader Committee

40 Best Practice Assistance From CAI

By Bruce Latta, CMCA

DEPARTMENTS HOA LAW 15 Accessory Dwelling Units: What Boards Need to Know

By Sean D. Allen, Esq. INSURANCE 18 Minimum Insurance for Common Interest Developments

By Mike Rey

CHARITY 22 Desert Arc Business Services – Check Out Their Videos!

26 Variety Golf Scramble Monday, March 29, 2021 ACCOUNTING 28 Managerial Accounting for Association Managers

By David Schuknecht, CMCA, AMS CAI-CV.org

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CAI-CV

EDUCATED BUSINESS PARTNER A FULL SERVICE LAW FIRM

Choose Educated Business Partners

Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement Opinion Letters Contract Drafting and Negotiation Civil Litigation Assessment Recovery 75100 Mediterranean Palm Desert, California 92211

www.gbflawyers.com

| 760.565.5889

Julie R. Balbini, Esq., Fiore Racobs & Powers Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Roxi K. Bardwell, Advanced Reserve Solutions, Inc. Rodney Bissell, Bissell Design Studios, Inc. Kimberly Burnett, DSI Security Services Linda Cardoza, Alliance Association Bank Will Cartwright, Cartwright Termite & Pest Control, Inc. Todd Chism, PatioShoppers Tiffany Christian, Epsten, APC Angel Christina, Delphi Law Group, LLP Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten, APC Julie Frazier, Frazier Pest Control, Inc. Elaine Gower, The Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, Harvest Landscape, Inc. Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., HOA Legal Services 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 February, 2021

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

CONTENTS

2021 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT Prendiville Insurance Agency

CLINT ATHERTON, PCAM PRESIDENT-ELECT Sun City Palm Desert

MIKE TRAIDMAN PAST PRESIDENT

Mira Vista at Mission Hills HOA

CAI-CV

EDUCATED BUSINESS PARTNER

4 List of Advertisers 6 Educated Business Partners 8 President’s Message 9 CAI-CV Announces 40th Anniversary Committee

STEVEN SHUEY, PCAM TREASURER

9 New & Renewing Members

Fiore Racobs & Powers, A PLC

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

DAN FARRAR, CMCA, AMS DIRECTOR FirstService Residential

CAI-CV

3 Chapter Angels NEW!

JULIE R. BALBINI, ESQ. SECRETARY

Personalized Property Management

EDUCATED BUSINESS PARTNER

CHAPTER NEWS

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

LONI PETERSON, PCAM DIRECTOR

Associa Desert Resort Management

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA

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

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

Gloria Kirkwood, PCAM, Chair

19 Meet the Board Director Micha Ballesteros

By Jay Jarvis, CMCA, CCAM, AMS

20 CAI-CV Wants Your Google Review 20 TIME HONORED MEMBER Steven Shuey, PCAM Personalized Property Management

By Grace Paluck, CamEx, CCAM

21 LIKE & FOLLOW US ON FACEBOOK AND INSTAGRAM 23 CLAC UPDATE

By Gloria Kirkwood, PCAM

25 Welcome Aboard Robert Besanson, TWS Facility Services

By Meaghan Gaffney-Howe, CMCA, AMS

25 Attention CAI Managers & Board Members!

PLEASE SUPPORT CAI-CV BUSINESS PARTNERS 27 Easy Access to CAI-CV's Corporate Sponsors Get the APP 44 Corporate Sponsors

EVENTS 13 2020 & 2021 Awards Combined NEW DATE! January 28, 2022 23 CAI-CV LIVE! Educational Lunch Program & Mini Trade Show Accessory Dwelling Units Friday, February 19, 2021, 11:30 a.m.

41 CAI-CV 2021 Calendar 44 Upcoming Events CAI-CV.org

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FROM THE CHAPTER

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

I

hope this issue of Quorum finds you healthy and looking forward to some semblance of normalcy soon. The Governor has lifted the mandatory stay-at-home order and moved us back into the purple tier and vaccines are being distributed. Riverside County is estimating that vaccines will be widely available to our members by June. With that hope, we are planning Chapter events in the fall, but gatherings may be permitted as soon as summer. Please watch for updates. In the meantime, we are focusing on new programs and education for all our members.

I want to remind managers and association board members to please support CAI-CV business partner sponsors. You will find a complete list online at www.cai-cv.org and a listing of Corporate Sponsors on page 44. Many business partners advertise each month in Quorum. You will find a list of advertisers on page 4. You can click on their ad to get to their websites. Please include CAI-CV business partners in your bidding process. Our low cost and free education would not be possible without their support. Some of our sponsors have donated part or all of their unused sponsorships during COVID to the Chapter and are recognized on page 3 as CAI-CV Angels! Please give them a call!

Those of you who serve on committees have probably heard by now that the Chapter had its Leadership Training on January 15th.

Our Executive Director, Cal Lockett, conducted the (CAI National Award Winning) training and all 16 committees are up and running.

We can look forward to another impactful year at CAI-CV. The Chapter office just completed CAI’s annual recertification process, a monumental task that is required each year to maintain our affiliation with CAI. The board has also just submitted grant applications for the Paycheck Protection Program and the CAI National COVID Relief Grant. We have a new budget that takes into consideration reduced revenue from fundraising events but still maintains our educational programs. Aside from these annual planning tasks, the board is working on its applications to CAI National for the annual Chapter Achievement Awards. We had some major accomplishments in 2020 that we believe may gain us a few more awards. Stay tuned.

Now is the time to sign up to serve on a CAI-CV committee.

Serving on a CAI-CV committee is the best way to develop relationships with your peers and potential clients. To join a committee, please email the CAI-CV office at admin@cai-cv.org or call (760) 341-0559. No one is turned away from volunteering on a CAI-CV committee.

Our thanks to Steven Shuey, PCAM, and Dave Carter, CMCA, AMS, who taught our first Manager on the Run (MOTR) and Assistant Manager on the Run (AMOTR) class for managers on Friday, January

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Quorum February, 2021

8th, called “What the New Norm Looks Like,” where they discussed what to expect after COVID is resolved. We also want to thank Jay Jarvis, CMCA, CCAM, AMS (HOA Office, Inc.), Bruce Latta (Parc La Quinta HOA) and Past President Mike Traidman (Mira Vista at Mission Hills HOA) for teaching our first Board Member Workshop (BMW) on January 12th. The Desert Cities HOA Council held its first meeting of the year on Thursday, January 21st with guest speaker Carlos Contreras (Sunshine Landscape). Thanks, Carlos, for a great program. On January 22nd, the Chapter held its first Educational Lunch Program & Mini Trade Show with guest speaker, Dr. Lori Baker-Schena, MBA, EdD. Dr. Baker-Schena did a wonderful job reminding CAI-CV members to keep up their morale during these turbulent times. It was a great program to kick off the year.

February will be a busy month. Our next Board Member Workshop (BMW) will be held on Tuesday, February 9th and will be about understanding governing documents. On Friday, February 12th, we will hold a combined Manager on the Run (MOTR) and Assistant Manager on the Run (AMOTR) class on reserves and budget planning. The Programs Committee has an awesome Educational Lunch Program & Mini Trade Show planned for Friday, February 19th where they will present latest about Accessary Dwelling Units with guest speakers Laurie Poole, Esq., CCAL (Adams Stirling, PLC) and Assistant Planner Nick Melloni (City of Palm Desert). You can see their ad on page 23. All our February programs will be virtual via Zoom. You may sign up now at www.cai-cv.org.

On behalf of the CAI-CV Board of Directors, thank you for your membership and willingness to help CAI-CV elevate the local HOA industry.

Just as a reminder, here’s your homework for February: 1. Attend CAI-CV educational events – improve yourself 2. Utilize CAI-CV business partners when going out to bid – support educated business partners 3. Join a CAI-CV committee – help us elevate the industry 4. Stay safe and healthy!

Certified Insurance Counselor (CIC) Community Insurance and Risk Management Specialist (CIRMS) CAI Educated Business Partner (EBP) Prendiville Insurance Agency Farmers Insurance Group 760-774-2099 Cell Matt@PrendivilleAgency.com

CAI-CV NEW & RENEWING MEMBERS

NEW BUSINESS PARTNER TWS FACILITY SERVICES Robert Besanson (888) 883-1915 rbesanson@twsfs.com

RENEWING BUSINESS PARTNERS ADT SECURITY Chris Martin (714) 858-1344 cnmartin@adt.com ASPHALT MD'S Gary Butler (760) 863-4500 gary@asphaltmds.com BERDING & WEIL, LLP Morganne Rothschild (925) 838-2090 mrothschild@berdingweil.com BORAL STEEL STONE COATED ROOFING Jon Wilson (714) 412-6244 Jon.Wilson@boral.com F.C. LANDSCAPE, INC. Griselda Corona Chaidez (760) 347-6600 xxfclandscapexx@aol.com FLANDERS PAINTING Gary Flanders (760) 341-4345 office@flanderspainting.com LUTRINGER ADR CONSULTING Richard Lutringer (760) 364-3740 Rlutringer@mac.com MARIPOSA LANDSCAPES, INC. David Hall (760) 321-2104 david.hall@mariposa-ca.com METERNET Moquey Marquross (800) 985-1179 m.marquross@meternetusa.com

OCBS, INC. Mike Mastropietro (800) 834-2323 mike.mastropietro@ocbsonline.com PRIMECO Wende Westinghouse (800) 881-8067 wwestinghouse@primeco.com PRO LANDSCAPING, INC. Jesse Escamilla (760) 343-0162 office@proland-inc.com SECURITAS SECURITY SERVICES USA, INC. Matthew Hills (760) 779-0728 matthew.hills@securitasinc.com

CAI-CV ANNOUNCES THE NEW

DESERT FALLS MASTER ASSOCIATION Martha Fogg (760) 341-6016 mfogg@dfmaster.com MILLENNIUM COMMUNITY MANAGEMENT, LLC Dianne Greenstein (760) 834-8948 dianne@mcmiskey.com PMI - COACHELLA VALLEY Kevin Crawford (442) 227-2030 Info@PMI-CV.com PORTOLA COUNTRY CLUB Phyllis Harkins (760) 346-5481 phyllis.h@portolacc.com

THE INSPECTORS OF ELECTION, LLC SUN CITY PALM DESERT Kurtis Peterson COMMUNITY ASSOCIATION (858) 329-0009 Clinton Atherton kurtis@theinspectorsofelection.com (760) 200-2224 clint.atherton@scpdca.com RENEWING MANAGEMENT

COMPANY

SEABREEZE MANAGEMENT COMPANY, INC. Alisa Toalson (951) 808-3587 alisa.toalson@seabreezemgmt.com

NEW MANAGER MEMBERSHIPS

NEW VOLUNTEER LEADERS Daniel Johnson EL DDORADO BARRANCA OWNERS ASSOCIATION Diane Dykema Andy Goldfarb

Jonathan Wolkowicz (760) 391-8205 wolkowicz.j@gmail.com

Stephen Junge

ASSOCIA DESERT RESORT MANAGEMENT Scott Matas (760) 346-1161 smatas@drminternet.com

RENEWING VOLUNTEER LEADERS

RENEWING MANAGER MEMBERSHIPS Cindy Calquhoun (760) 346-6123 cindy@shadowmountainresort.com

40th ANNIVERSARY COMMITTEE

Donald Paradise Jeff White

Margaret Wangler Esq., CCAL MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION Curt Beyer Tony Michaelis Gary Roman Tom Tousignant

ASSOCIA DESERT RESORT MANAGEMENT Stephanie Swenstad (760) 902-2799 sswenstad@drminternet.com

CAI-CV.org

Chair Gloria Kirkwood PCAM, Associa Desert Resort Management Gloria Kirkwood, PCAM, GM at Palm Valley Country Club HOA, will chair a newly established 40th Anniversary Committee to help organize the Chapter’s celebrations this year. The Committee will be diving into 40 years of Quorum, boxes of historic photographs, and interviewing longtime members for stories about the Chapter. The kickoff will be featured in the March issue of Quorum. If you are interested in serving on the 40th Anniversary Committee or would like to submit your stories or old photos, please contact the CAI-CV office at (760) 341-0559 or email admin@cai-cv.org.

facebook.com/CAICV

@CAI-CV

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FEATURE

Silver Sands Racquet Club S

By Marilyn Ramos

ilver Sands Homeowners Association, also known as Silver Sands Racquet Club, (Silver Sands) is a beautiful, gated Palm Desert community. It was developed in the early 1980s and consists of 256 courtyard homes with related common areas and amenities on approximately 70 acres of land. An overall density of about four units per acre allows for ample green space. The main cross streets for the development are Country Club Drive and Portola Avenue with its manned gated entrance on Country Club. Amenities include a clubhouse, lighted courts (seven for tennis and four for pickleball), a fitness center and 15 pools/spas. During season (October-May), Silver Sands has a tennis/pickleball professional who offers private lessons, clinics and coaches both the men’s league and women’s league.

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Quorum February, 2021

FEATURE Silver Sands is conveniently located close to supermarkets (Ralphs and Bristol Farms), the Desert Willows Golf Resort, Marriott Desert Springs, El Paseo shopping district, and the McCallum Theatre.

Silver Sands has an interesting history. In 1979 Bob McLain, a Newport Beach developer, built the tennis courts and clubhouse as a weekend getaway for coastal Southern Californians. In the late 1980s, he brought Australian tennis pro "Rocket" Rod Laver to conduct tournaments, clinics and lectures, drawing potential buyers from all over the state. In subsequent years entertainers were also drawn to live in Silver Sands, including singers Jack Jones, Connie Stevens, and Jerry Vale, and actor Gavin McLeod. Over time the clubhouse evolved from a simple one-room hub for court activities to the greatly enlarged social center. The clubhouse is now the center for many community activities – coffee time, a lending library, meeting spaces (including for crafts, yoga, bridge, mahjong, etc.), happy hour, movie night, the tennis/pickleball office, fitness center, kitchen and outdoor barbecues. The outdoor patio is the perfect venue for watching tennis and chatting with friends and neighbors.

Homes at Silver Sands offer a choice of seven floor plans consisting of both duplex style and free-standing homes with two or three bedrooms and two or three bathrooms with double garages.

The size of the homes ranges from 1,080 sq. ft. to 2,050 sq. ft. All the homes have private courtyards as well as patios overlooking common area lawns and pools.

The architectural style for Silver Sands can best be described as modified California Spanish.

Residential characteristics include a single floor, low pitched tile roof, stucco siding and stucco courtyard walls. In 2012, the colors of the building structures throughout the community were changed from Navajo White with brown trim to a palette of desert colors. Community signage has been refurbished with the same style of white and blue tiles used in the original construction.

Sales prices inside Silver Sands range from $245,000-$495,000. Regular assessments will be $616.00 as of March 1, 2021. That not only includes the numerous amenities, facilities and activities mentioned but also the maintenance of roofs, exterior walls, courtyard walls and landscaping outside the courtyard walls, common area streets, common area landscaping, common area pool/ spas, and the entry/exit gates.

Many members are proud to live at Silver Sands and are known to brag about their community. Here are some testimonials: “There’s no place like Silver Sands...it’s all about the private courtyards and views across the green belts to the mountains and did I mention the amazing location?”

“For me, it’s the sense of community. We are low density, so small enough to know one another.”

“We have a strong sense of community based on our shared interest in tennis and pickleball.”

Of course, happy communities don’t run themselves. The five-member board is very active, and the association has an extensive network

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FEATURE

"COMMUNITY SIGNAGE HAS BEEN REFURBISHED WITH THE SAME STYLE OF WHITE AND BLUE TILES USED IN THE ORIGINAL CONSTRUCTION." of volunteers who participate in 16 committees including architectural, governance, social, emergency preparedness, finance, security and pickleball and tennis. The association is hopeful to get back to their active social scene very soon.

In addition to a competent board of directors, competent management is instrumental. The association contracts with Associa Desert Resort Management. Their community manager, Sierra Carr, CMCA, AMS, said, “Silver Sands has some of the most helpful and knowledgeable homeowners I’ve had the pleasure of working with, and I’m so glad to be their community manager!”

In its ongoing attempts to be environmentally friendly and proactive, Silver Sands is a consumer of recycled water for its common area irrigation and has been actively involved in programs to reduce water usage for more than two decades.

In the early 2000s, a program was initiated to convert all of the common garden beds to desert landscaping. In 2015, the community embarked on the development of a landscape master plan in consultation with a professional landscape architect. As funds become available the landscape recommendations are being implemented.

The association is proud to partner up with CAI-CV business partners including Sunshine Landscape, Guralnick & Gilliland, BRS Roofing, AMS Paving, Securitas, and Union Bank.

If you would like more information about Silver Sands, please contact Sierra Carr at (760) 346-1161 or the association board president, Linda Kluy, at lskluy.ssrc@gmail.com. Our thanks to Silver Sands board member Linda Stevens for her assistance with this article.

Drone photos provided by Silver Sands resident, Greg Hine.

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Quorum February, 2021

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

FRIDAY, JANUARY 28, 2022 AWARDS AND MONTE CARLO NIGHT

WELCOME TO CAI-CV’S SPEAKEASY

MARK YOUR CALENDAR 2020 AND 2021 AWARDS COMBINED! NEW DATE! FRIDAY, JANUARY 28, 2022

WE’RE HEADING BACK TO 1920 TO THE BEGINNING OF PROHIBITION! FRIDAY, JANUARY 28, 2022 AWARDS AND MONTE CARLO NIGHT Did you know that drinking alcohol was never actually illegal?

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

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13

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Quorum February, 2021

HOA LAW

Accessory Dwelling Units: What Boards Need to Know

By Sean D. Allen, Esq.

W

ay back on October 8, 2017, or use of an accessory dwelling unit or shortage. Housing advocates view ADUs Governor Brown signed into law junior accessory dwelling unit on a lot as a quicker way to add less expensive two separate bills: SB229 (Wieckowski) zoned for single-family residential use housing than building new housing. and AB494 (Bloom). Those bills were is void and unenforceable. However, However, ADUs may also increase designed to promote the development community associations are still able traffic issues and overcrowding in of Accessory Dwelling Units (ADUs), to impose reasonable restrictions on subdivisions. The new law is applied also known as granny flats, backyard accessory dwelling units and junior retroactively – meaning associations, cottages, casitas, in-law units, over-ga- accessory dwelling units. For purposes whether they rewrite their governing rage apartments, and other documents or not, must now secondary living units built on allow ADUs and Junior-ADUs. "TO BE CONSIDERED AN ADU a lot in addition to the primary So, what exactly are clashome. These changes to the law sified as accessory dwelling IT MUST INCLUDE SEPARATE originally did not affect private units and junior accessory COOKING, SLEEPING, AND restrictions in common interdwelling units?

BATHROOM FACILITIES. AN ADU est developments. However, Specifically, an “accessory they paved the way for AB670 dwelling unit” is a second MAY ALSO HAVE RELAXED SETBACK (Friedman) which was signed separate living unit on a lot.

AND PARKING REQUIREMENTS." into law on August 30, 2019 and It can either be detached or became effective on January 1, contained within the walls of 2020. This most recent bill expands ADU of Civil Code § 4751, “reasonable restric- the house on the lot, and be up to 1,200 provisions to Planned Developments (not tions” are those that do not unreason- square feet in size. To be considered an Condominiums or Stock Cooperatives) ably increase the cost to construct, ADU it must include separate cooking, and adds section 4751 to the California effectively prohibit the construction of, sleeping, and bathroom facilities. An Civil Code. or extinguish the ability to otherwise ADU may also have relaxed setback and Pursuant to Civil Code § 4751, any construct, an accessory dwelling unit or parking requirements. restriction or provision of a governing junior accessory dwelling unit.

A “junior accessory dwelling unit” document that effectively prohibits or These changes were intended to may be up to 500 square feet in size unreasonably restricts the construction address California’s affordable housing and must have an outside entrance CAI-CV.org

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15

HOA LAW

and separate cooking facilities, but may share bathroom facilities with the main house on the lot.

In dealing with these new changes we first need to acknowledge that condominium communities and stock cooperatives are exempt. Civil Code § 4751 only applies to planned developments. Secondly, affected communities will want to establish reasonable restrictions through an ADU policy or other architectural rules. To accomplish this, we will need to decide on what restrictions are considered “reasonable” and appropriate.

Any such policy or restrictions may include requirements related to the overall aesthetic of the community and the design of the new ADU or JuniorADU. Similarly, it should require that detailed plans and an architectural application for the construction of the ADU or Junior-ADU be submitted to the board of directors or architectural review committee, and approval be granted, before any such construction work commences. All required construction permits should be mandatory, 16

Quorum February, 2021

and the rules could require that the work be performed only by a licensed contractor carrying appropriate insurance coverage. The rules can also address the allowable size of the ADU or Junior-ADU, the use of any shared common area facilities, and any parking concerns. So long as these restrictions do not unreasonably increase the cost to construct, effectively prohibit the construction of, or extinguish the ability to construct an ADU or Junior-ADU then they should be deemed reasonable.

This is just a small sampling of potential rules an association might want to put in place before it is asked to approve the construction of an ADU or Junior-ADU, and what constitutes a reasonable restriction for one association may not qualify as reasonable for another. Therefore, it is important that association boards conduct a diligent inquiry into what restrictions are truly reasonable for their community and members before adopting ADU guidelines for members to follow. Boards should also consult with legal counsel to ensure the new restrictions do not

conflict with any existing restrictions in the governing documents.

The bottom line here is that these new laws may significantly impact a community’s facilities and aesthetics.

It is in every planned development’s best interest to establish comprehensive rules which directly address the construction of accessory dwelling units before they are needed. In this situation it is best to be proactive, not reactive.

Sean D. Allen, Esq., is a partner with the law firm of Roseman Law, APC, and is the head of the firm’s HOA department. Having exclusively represented homeowner associations and other common interest developments for several years, he has broad experience with all issues and disputes that impact community associations. Sean is an active member of Community Associations Institute (CAI) in several Southern California chapters and has authored a number of articles pertaining to common interest development law and its application to community associations in California.

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17

INSURANCE

Minimum Insurance for Common Interest Developments

By Mike Rey

I

n 1992, Ms. Ruoff suffered catastrophic injuries while falling down defective common-area stairs. Her husband sued every homeowner in the community stating that each unit owner was liable for her injuries because each unit owner jointly owned the common area stairs. The court of appeal agreed that each unit owner was jointly and severally liable for her injuries. The cost for such a loss of injury exceeded the $1 million liability limit the association insurance policy held in coverage. (Ruoff v Harbor Creek HOA, 1992)

AS SUCH, CIVIL CODE 5805 WAS ADDED TO THE DAVIS-STIRLING ACT THAT MANDATED MINIMUM REQUIREMENTS IN LIABILITY COVERAGE FOR ALL COMMON INTEREST DEVELOPMENTS AS:

1) Minimum liability limit for associations with less than 100 units must carry $2 million liability coverage.

2) Minimum liability limit for associations with more than

the larger the community, the more liability the policy should carry. That is not to say that smaller communities should not carry higher limits, but their exposure could be a lot less than a larger community. Communities should also look at umbrella liability policies between $5 and $15 million. They are usually an affordable way to add additional coverage to protect your community.

I’m often asked by new board members, “Could I be sued individually if I join the board?” Civil Code 5800 (a) (4) offers protections for individuals and the board members as a whole. Individuals doing work on behalf of the community are protected as a whole unit and therefore, would not be singled out in the event of a lawsuit brought against the board or its individual members. Of course, intentional acts of individual board members would not be covered. The minimum requirements for D & O (Directors and Officers) coverage are as follows:

1) Associations with less than 100 units, a minimum of $500,000 in D & O liability is required.

100 units must carry $3 million liability coverage.

Although these are minimum requirements, they are by no means set as the only limits a community should consider. Associations should base their liability limits after considering their exposure, the health of their reserve account, and any assets of the community. In most cases, 18

Quorum February, 2021

2) Associations with more than 100 units, a minimum of $1 million D & O liability limit is required.

Since we live in such a litigious state, it is recommended to purchase more coverage than the minimum requirements stated in Civil Code 5800(a).

These protections for volunteer directors and officers of associations should provide some security to anyone considering running for the board. The D & O policy is in addition to the general liability required in the overall insurance protection for all common interest developments.

Fidelity coverage, also known as crime coverage, is an important part of a comprehensive insurance package. In 2019, new legislation passed (SB 323), which makes it mandatory that all common interest developments insure their operating accounts for a minimum of three months’ worth of assessments plus the total of the annual reserve account investment.

Additional requirements include a check signing protocol with at least two signatures for checks issued over $500. This minimizes the possibility of embezzlement. Keeping good practices and records and having regular audits of the reserve account from an outside source, helps ensure that the bank accounts are secure, and reduces the chance of losing coverage. Insurers are also now requiring that there be a signature protocol for check signing for all board members.

Fidelity coverage must include “computer

"FIDELITY COVERAGE MUST INCLUDE 'COMPUTER FRAUD' AND 'FUNDS TRANSFER FRAUD' COVERAGE IN CASE OF COMPUTER HACKING." fraud” and “funds transfer fraud” coverage in case of computer hacking. This policy should also include the management company as an additional insured to cover possible embezzlement by a manager of the management company.

It is important to remember when exploring insurance options to always consult a professional insurance agent that is familiar with the needs of HOAs. Check with your agent or broker and ask for their qualifications and designations. CAI is an excellent resource. This link will take you to the national CAI site of professional designations: https://directory.caionline.org/ Mike Rey is the President of Rey Insurance Services, a FARMERS® Insurance Agency. Mike can be reached at (949) 487-9661 or by email at Mike@mreyins.com.

Meet the Board Director Micha Ballesteros

By Jay Jarvis AMS, CMCA, CCAM This month, Quorum profiles board member Micha Ballesteros. In her professional life, Micha is Director of Marketing for the Palm Desert branch of Cartwright Termite & Pest Control, Inc., a family owned and operated business serving regions throughout California.

Micha has lived in the Coachella Valley since the 1980’s. She attended both Palm Micha Ballesteros Desert Middle School and Palm Desert High School. After a brief time living in Santa Barbara, Micha found herself back in the desert and has lived here ever since.

Micha joined CAI-CV twelve years ago to learn more about the HOA industry, as well as to network. She says, “The more involved I got, the more fun I had and the more friends I made.”

She notes that CAI helped her to develop skills that have helped her better serve the needs of management companies and the HOA industry.

Micha, who has three adult children, enjoys spending time with her family and friends, playing cards weekly with her dad, and finding new projects that help fulfill her creativity. During the pandemic, she has used the time to self-reflect and try new hobbies. “I have tried quilting, painting and rediscovered my love of cooking,” she said.

Regarding the future, she says she is Micha's quilting hopeful that we can put 2020 behind us and move through the rest of this new decade with enthusiasm and appreciation for all that we have.

In addition to serving on the board, Micha serves as the co-chair of the CAI-CV Golf Committee and as board liaison for the Bowling Committee. Thank you Micha for your service to the Chapter.

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

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CAI-CV WANTS YOUR GOOGLE REVIEW Help CAI-CV improve its virtual profile on Google. Give CAI-CV a five-star rating!

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TIME HONORED MEMBER

Steven Shuey, PCAM, CCAM, Personalized Property Management

By Grace Paluck, CamEx, CCAM Steven Shuey has just retired but continues to consult with Personalized Property Management as a Community Association Consultant. He was their Operations Manager until January 1st.

Steven has been in the CID industry for 44 years. He started his career in 1975 as a Maintenance Engineer at Steven Shuey Desert Island. He progressed to Chief Engineer, Assistant Manager and then General Manager.

All told, he was with Desert Island for 33 years. In 2008, he left Desert Island to work as a consultant with Personalized Property Management. Steven uses his extra time since retiring to serve and teach at JPL Church, and to help CAI-CV where he serves on the board and executive committee as treasurer, and board liaison for the Communications and Quorum Committees.

When not working, Steven’s leisure time is taken up helping others in his church and tinkering with computers. He enjoys listening to audio books, mostly Christian fiction. His hobbies also include locksmithing and stage management for plays.

When asked about his mentors, Steven said, “I am where I am today in part because of the late Bill Zaro, my supervisor for about 20 years, and a number of motivational speakers over 20

Quorum February, 2021

the years. My faith in Jesus Christ has had the biggest impact on my life overall.”

Steven started attending CAI in the late 70’s as a member through a development company he worked for. He joined as an individual member at the time of transition in 2002 to enhance his education. He now holds CAI’s highest manager designation, the PCAM, and serves on the CAI National faculty as an instructor for the M100 and M200 series courses. Steven has also served as President of the Chapter.

He has an older brother, Mark, who is known as the International Cane Master, a Grand Master in self-defense with a cane; and a younger sister, Colleen, a former school teacher, now retired. His father was a real estate agent, and his mother was a stand-in actress for Elizabeth Taylor and Mary Martin.

His favorite saying is, “Our God Is Awesome!” which you will notice is embroidered on all his shirts. He promotes that we are responsible for what comes out of our mouths; we shall have whatsoever we say. Thank you, Steven, for your service to CAI and 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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Quorum February, 2021

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

CLAC Update

Via Zoom

Friday, February 19, 2021 11:30 a.m. – 1:00 p.m.

By Gloria Kirkwood, PCAM

T

he Legislature returned to Sacramento in January and is focused on introducing legislation. As bills are introduced, they are referred to a CAI-CLAC Task Force for review and recommendation for positions.

Those positions are then shared with the eight California chapters and then voted on by the all the CLAC delegates.

Each chapter has two delegates. Once a position is adopted by the delegates, we have our marching orders to engage. On average, CAI-CLAC is actively engaged on at least 10 bills each year. This year is expected to be no different, unless we see another significant change in the legislative calendar due to COVID, as we saw in 2020. CAI-CLAC is also working on creating the annual Legislative Day at the Capitol, which will be a four-day virtual event to be held Monday, April 12 - Thursday, April 15, 2021. Watch your inboxes and SAVE THE DATE. CAI-CV’s Legislative Support Committee met last week and is preparing for meetings with Coachella Valley representatives as soon as it is safe to do so. We want to encourage managers to sign up their boards for the CLAC Buck-A-Door campaign. More information is available at CAI-CV.ORG or the CLAC site at CAICLAC.COM.

CLICK HERE to Register LUNCHEON TOPIC: ACCESSORY DWELLING UNITS (ADUs) ARE HERE TO STAY! • IS YOUR HOA PREPARED? • CAN YOU MITIGATE THE IMPACT OF MORE PEOPLE IN THE COMMUNITY? • ARE THE CITIES PLACING THEIR OWN RESTRICTIONS ON ADUS? • WHAT ARE “REASONABLE” RESTRICTIONS?

GUEST SPEAKERS

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• WHAT ABOUT INSURANCE? • ARE THERE RESTRICTIONS ON ARCHITECTURAL APPROVALS? • CAN PARKING BE ENFORCED?

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Assistant Planner City of Palm Desert

GET THE ZOOM LINK BY REGISTERING AT WWW.CAI-CV.ORG. MANAGERS WILL RECEIVE ONE CEU

Cost: FREE (760) 341-0559

Gloria Kirkwood is General Manager for Palm Valley Country Club HOA and works for Associa Desert Resort Management. She can be reached at gkirkwood@drminternet. com or (760) 772-2092.

THANK YOU TO OUR FEBRUARY PROGRAM SPONSORS AMS Paving Conserve LandCare Seacoast Commerce Bank CAI-CV.org

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Quorum February, 2021

DE ALING WI TH COVID-19

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7 Novel Coronaviru s COVID-1 14 COVID-1 9 Testing 9 Stress Onl Centers ine Discussi 24 COVID-1 on Group 9 Resources 26 COVID-1 9 Stress 30 Coping with Stre ss During 34 Commun the COVID-1 icating Abo 9 Pandem ut COVID-1 37 Stress ic 9 in the Wor kplace Con 39 Help cerning COV Can Be a Click or Pho ID-19 ne Call Awa y

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Welcome Aboard Robert Besanson

Facility Services

By Meaghan Gaffney-Howe CMCA, AMS

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PLEASE SUPPORT CAI-CV BUSINESS PARTNERS

Welcome aboard TWS Facility Services! TWS Facility Services is a leader and an innovator in the facility services industry. Founded in 1988, the company has expanded over the years to provide a full range of commercial maintenance services for homeowners associations across the country. They stand out in their field due to their unique approach, which combines reliability with adaptability and utilizes the latest technology to enhance communication. Their dedicated team is always eager to support your property’s success and make your life easier. Some of the services offered include day porter services, pressure washing, and parking lot sweeping. The company’s goal is to create relationships with CAI-CV members as they see themselves not only offering essential services, but they are also a part of the community.

TWS Facility Services is a member of Building Owners and Managers Association International, California Association of Community Managers, and the Orange County Chapter of CAI. Robert Besanson is the primary business development contact for TWS Facility Services. As an HOA specialist, Robert enjoys working with clients and building new relationships. With a customer service background exceeding 20 years, Robert considers communication his greatest strength. Robert’s pastimes include CrossFit, country music concerts, and his kids’ sporting events.

Robert Besanson can be reached at (888) 883-1915, Ext. 71 or rbesanson@twsfs.com.

TWS Facility Services Corporate Office: 42217 Rio Nedo, Suite 205A Temecula, CA 92590

CAI provides educational opportunities on a wide range of topics.

Most of these classes and programs cost much more than the fees charged to attend.

Most of the Chapter’s funding comes from sponsorships by our business partners.

Please support our sponsoring business partners! You will see them listed on the back page of Quorum, and many of them have ads in this issue.

Give them the opportunity to make a presentation or provide a proposal for a project in your HOA. Please consider CAI-CV Business Partners for your next project.

Please visit https://twsfs.com to see a full list of services that TWS Facility Services offers that can keep your community safe and well-maintained!

THANK YOU FOR YOUR SUPPORT!

Meaghan Gaffney-Howe, CMCA, AMS is a community manager and Vice President of The Gaffney Group, Inc. Meaghan can be reached at meaghan@thegaffneygroup.net.

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FEATURE

26

Quorum February, 2021

EASY ACCESS TO CAI-CV’S CORPORATE SPONSORS Just tap CORPORATE SPONSORS for one-touch access to CAI-CV’s vast resource of trusted service providers.

TOP-RATED LOCAL BUSINESSES AT YOUR FINGERTIPS!

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Research company location, directions and contact information.

Download the CAI-CV app today! IT’S FREE! Go to your smartphone app store and type in CAI-CV. Look for the CAI-CV logo and download the app. Questions? Call the CAI-CV office at (760) 341-0559.

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ACCOUNTING

Managerial Accounting for Association Managers

By David Schuknecht, CMCA, AMS

C

ommunity association managers wear many hats, some of which are not even visible to the board members and the homeowners of the associations they manage. The board may never know of the phone call held with an owner that completely changed the way the owner felt about the community or the contractor who understood the expectations more clearly when the manager pulled them aside. One of such items that is more behind the scenes is the financials of the association.

Most board members and homeowners do not understand the attention to detail required and how all the transactions affect one another to produce the final product, with many not understanding the final product and merely read from the summary page prepared by the manager. This column will explore some of the more basic ideas to better understand the financials for both managers and board members.

"DEPENDING ON HOW THE INFORMATION IS MEANT TO BE SHARED AND ACTED UPON MAY DICTATE HOW THE FINANCIAL STATEMENTS ARE PREPARED." The first thing that needs to be determined with the preparation and review of any financial document is the users the document is intended for and how the document was prepared. There will be three different users of financial documents, stakeholders, internal users, and external users, and External Users in any business. For a community association, the stakeholders are your homeowners as they have a vested interest in the financial health of the organization, the internal users would be the board members and management as they 28

Quorum February, 2021

make decisions that directly affect the internal operations, and finally, the external users would be mortgage lenders, lenders to community associations, and prospective purchasers.

Depending on how the information is meant to be shared and acted upon may dictate how the financial statements are prepared. The first is the one people are most familiar with, financial accounting. Financial accounting focuses on developing and communicating information to external users by helping them determine whether the organization is in good financial health and if the operations are sustainable. On the other hand, managerial accounting is primarily concerned with reporting for internal users, especially management.

The chart below provides a quick summary of the differences between the two.

Financial Accounting

Managerial Accounting

Users

External and Internal

Internal

Accounting Standards

US GAAP or IFRS

Flexible

Type of Information

General, Overall Health

Product Costing, Project Management, Decision Making

Frequency

Annual and Quarterly

As Needed

Most community associations maintain their books on what is known as modified cash or modified accrual basis.

What that means in simple terms is that the income is accrued while the expenses are tracked on a cash basis. However, when communities complete their annual financial review as required by Civil Code 5305 (Unless the governing documents impose more stringent standards, a review of the financial statement of the association shall be prepared in accordance

ACCOUNTING with generally accepted accounting principles by a licensee of the California Board of Accountancy for any fiscal year in which the gross income to the association exceeds seventy-five thousand dollars ($75,000). A copy of the review of the financial statement shall be distributed to the members within 120 days after the close of each fiscal year, by individual delivery pursuant to Section 4040.) the US GAAP requirement is met.

Managerial accounting comes into play for community associations with another annually prepared report, the reserve study. The previous chart indicates the type of information included in managerial accounting to have project costing and estimates and a timeline for repair. CAI business partners such as SCT Reserve Consultants, Strategic Reserves, and Association Reserves are always willing to work with boards and managers to adjust various associations' assumptions and planning to reflect their goals best.

General Accounting Fundamentals Most individuals understand the basics: the balance sheet and income statement, but many do not realize the relationship between the two. Below that information will be briefly laid out and how it relates to the excess income resolution (voted on annually by the membership) as annual meeting season begins for many associations.

The balance sheet reports at a certain point in time the resources available to the association (the assets), the association's financial obligations (liabilities), and the equity of the owners (equity). The formula followed is that Assets = Liabilities + Owner's Equity. In association record keeping very frequently, the only liability your association may have is prepaid assessments; in some situations, taxes payable, insurance payable, and accounts payables may be included as well.

Assets

Liabilities Equity

Total Assets

Total Liabilities + Equity

The income statement reports, for a specific interval, the net assets generated through business (assessments and other income), net assets consumed (expenses), and the difference, which is referred to as net income.

Income Statement Revenue - Reserve Transfer = Gross Profit - Expenses = Net Income - Dividends = Changes in Retained Earnings for the Year

IRS Revenue Ruling 70-604 takes place in the final part of the Income Statement, Dividends, and Changes in Retained Earnings. The full text of the ruling is below: "A condominium management corporation assesses its stockholder-owners for the purposes of managing, operating, maintaining, and replacing the common elements of the condominium property. This is the sole activity of the corporation and its by-laws do not authorize it to engage in any other activity.

A meeting is held each year by the stockholder-owners of the corporation, at which they decide what is to be done with any excess assessments not actually used for the purposes described above, i.e., they decide either to return the excess to themselves or to have the excess applied against the following year's assessments.

Held, the excess assessments for the taxable year over and above the actual expenses paid or incurred for the purposes described above are not taxable income to the corporation, since such excess, in effect, has been returned to the stockholder-owners."

The owners effectively vote as the corporation's shareholders to either return the money to themselves or carry the amount forward to offset future expenditures. If the owners elect to carry the funds forward to future years, then net income will equal the change in retained earnings; if they select to have the money returned to them, the money returned will be the difference between net income and retained earnings. Any change in retained earnings, positive or negative, will affect the balance sheet's equity portion. No different from the dividends for a corporation, any such return or distribution to owners can only occur in years with a positive net income.

David J. Schuknecht, CMCA, AMS, is a community manager at Personalized Property Management. He an be reached at (760) 3259500, Ext. 225.

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29

FEATURE

CAI-CV Launches New Medallion Community Program for Best Practice Communities!

APPLICATION

BEST PRACTICE HOA COMMUNITIES APPLICATIONS AVAILABLE ON THE CAI-CV WEBSITE AT WWW.CAI-CV.ORG.

30

Quorum February, 2021

FEATURE

CAI About CAI-CV CAI-CV is the Coachella Valley Chapter of the Community Associations Institute (CAI-CV), with over 1,050 local members and affiliates. CAI-CV is the authority on HOAs in the Coachella Valley and provides trusted education and resources to local HOA boards, HOA managers and businesses that support HOA communities.

About CAI National With 64 chapters, the national CAI provides education and resources to community associations throughout the U.S., Australia, Canada the Middle East, South Africa, and the United Kingdom. CAI is the primary source of best practices for the HOA industry internationally.

About HOAs HOAs are the fastest growing form of housing today. In California, there are more than 50,000 HOAs providing 9,000,000 residents a preferred place to call home. Property values of California HOAs exceed $700 billion. Currently, HOAs comprise about 30 percent of California’s housing and that number is growing exponentially. In the Coachella Valley, more than 80 percent of residents live in HOAs.

Is your HOA a best practice community?

Do residents and potential home buyers recognize the value associated with living in your community?

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FEATURE

WHY BECOME A CAI-CV MEDALLION COMMUNITY? Medallion Communities are recognized as a preferred place to call home when compared to other Coachella Valley neighborhoods. Realtors will recognize your HOA’s efforts to preserve and enhance home values. Residents will recognize the HOA’s efforts to protect their assets, to provide a secure and friendly environment, and to promote community spirit. As a Medallion Community, your HOA board will know it is fulfilling its fiduciary duties fairly and transparently, representing the interests of the entire community.

ALL COACHELLA VALLEY HOAs ARE ENCOURAGED TO BECOME A MEDALLION COMMUNITY To become a Medallion Community, simply follow CAI’s best practices and fill out and submit the attached application. These criteria have been developed with input from thousands of HOAs over many years. They are tried and true. CAI-CV offers assistance and education for HOAs to help them become a best practice Medallion Community.

For assistance, call the CAI-CV office at 760-341-0559 or email admin@cai-cv.org.

32

Quorum February, 2021

MEDALLION COMMUNITIES • Preserve and enhance the character of the community • Protect and enhance property values • Exceed expectations of owners As a Medallion Community, the board will receive the Medallion Community logo to add to marketing materials, an outdoor sign that can be placed by 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.

FEATURE

APPLICATION

This application must be truthful, completely filled out, and reviewed and signed by an officer of the HOA. All statements where “no” or “other” is marked must be briefly explained. CAI-CV will review applications and respond to the listed contact person within three weeks. The application fee will only be charged for approved Medallion Communities.

Legal Name of Association: _________________________________________________________________ Physical Address of Association:_____________________________________________________________ __________________________________________________________________________________________ Website for Association: ____________________________________________________________________ Application Contact Person Name: ___________________________________________________________ Contact Person Phone Number: _____________________________________________________________ Contact Person Email: ______________________________________________________________________ Management Company Name: _______________________________________________________________ Manager Name & Designations: ______________________________________________________________ Manager Phone Number: ___________________________________________________________________ Manager Email: ____________________________________________________________________________ Manager is (circle): Onsite

Based at Management Company

Type of Community (circle): Condo

Single Family

Full Time

Part Time (Portfolio)

55+

Is this a new Medallion Community or a renewal? ______________________________________________

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FEATURE

PLEASE ANSWER THE FOLLOWING STATEMENTS (For statements marked with “No” or “Other,” please offer an explanation in the space provided on the right or on a separate page, listing the question number for each explanation.)

GOVERNING DOCUMENTS MEETINGS & Y N 1: The association board reviews COMMITTEES and updates the governing documents including the CC&Rs, Bylaws, and Rules at least every five years.

O

Y

Y

N

3: The association has updated Rules and Regulations.

N

4: The association sends out a copy of the most recent Rules and Regulations to residents annually.

Y

5: The association’s governing documents are available on a website.

Y

O

Y

Y

2: The association is organized as a California nonprofit mutual benefit corporation.

O

N O

N

Y

N O

Y

N O

34

6: The association holds an annual election of directors.

7: The association appoints officers of the board each year.

8: The board provides orientation kits and training to new board members.

Quorum February, 2021

N

10: Before each board meeting, board members receive and review a board packet that includes an agenda, minutes of the previous meeting, financials, and other appropriate reports.

N

11: Board meetings may be attended by owners, except when the board meets in executive session.

N

12: There is an opportunity for owner input during open meetings.

N

13: The association has active committees that provide regular reports to the board.

N

14: The association has an Architectural Review Committee.

N

15: The board is open and transparent and reports all public business to residents.

N

16: The association has bulletin boards for meeting announcements.

O

O

ELECTIONS O

9: Annual membership meetings are held in accordance with governing documents.

O

Y

Y

N O

N O

Y

Y

O

Y O Y O

Y O

Y

= Yes

N

= No

O

= Other

Notes for “No” or “Other” Please reference question # and explain in this space or on a separate page.

FEATURE Y

= Yes

N

= No

O

= Other

Notes for “No” or “Other” Please reference question # and explain in this space or on a separate page.

Y

N

31: The association maintains a record of resolutions and it is kept current.

N

32: Actions taken on resolutions are recorded in the minutes.

O

Y O

LEGAL Y

N

33: The association has an attorney who specializes in HOA law.

N

34: The association conducts the business of the association in accordance with federal, state and local laws.

N

35: The association has a policy regarding mediation, alternative dispute resolution and internal dispute resolution.

O

RECORD KEEPING Y

N O

17: Minutes are kept for annual and board meetings.

POLICIES

Y O

Y O

The association has written policies or resolutions for the following areas of governance: Y

N

O

18: Architectural

Y

N

O

19: Committees

Y

N

O

20: Conduct

Y

N

O

21: Maintenance

Y

N

O

22: Solar

Y

N

O

23: Rentals & Leases

Y

N

O

24: Board Education

Y

N

O

25: Enforcement

Y

N

O

26: Meetings

Y

N

O

27: Elections

Y

N

O

28: Collections

Y

N

O

29: Parking & Towing

Y

N

O

30: Contracting Services

BOARD EDUCATION Y

N

36: The association is a member in good standing of CAI.

N

37: Association board members have attended CAI’s Board Leadership Development Workshop.

N

38: The association promotes board education.

N

39: Some board members are certified with CAI’s Board Member Certificate Program.

O Y O

Y O Y O

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35

FEATURE

INSURANCE Y

N O

Y

N O

Y

41: The association has a minimum $1 million of General Liability Insurance for HOAs with less than 100 units or a minimum of $2 million for HOAs with more than 100 units.

N

42: The association has a minimum $500,000 of D&O Liability Insurance for HOAs with less than 100 units or a minimum of $1 million for HOAs with more than 100 units.

N

43: The association has a fidelity bond for persons handling association funds.

O

Y

40: The association has an insurance agent who specializes in HOA insurance.

O

FINANCIALS Y

N O

Y

N

Y

N O

44: The association provides resale (escrow) packets that include governing documents to new owners.

45: The association has clear instructions for selling homes, sales signage, and open houses.

N

52: The association’s collection policy has been reviewed and updated annually.

N

53: The association has financial checks and balances in place to prevent theft of community funds.

N

54: At the end of the year the association’s operating expenditures and reserve deposits generally match its revenue.

N

55: The association has had no special assessments in the past three years.

N

56: The association contracts for audit and review services in accordance with state law.

N

57: At the end of the last fiscal year, less than 5 percent of annual assessments were 60 days or more overdue.

O

SALES & RESALES O

51: The association has adopted an annual disclosure packet that includes the budget and other disclosures required by law and provides a written copy to all owners at least 30 days prior to the beginning of the fiscal year.

O

Y

Y

N O

Y

Y O

Y O

CONTRACTS Y

N

46: New contracts are competitively bid as a general procedure.

N

47: The association only contracts with licensed professionals.

O Y O Y

N

48: Contractors are required to present a current copy of their business license and insurance certificate prior to commencement of work.

N

49: The association provides a detailed scope of work to bidders on large projects.

O

Y O

36

Quorum February, 2021

Y O

Y O

50: The association has adopted financial policies that govern investments, bank accounts, payments, and collections.

Y

= Yes

N

= No

O

= Other

Notes for “No” or “Other” Please reference question # and explain in this space or on a separate page.

FEATURE Y

= Yes

N

= No

O

= Other

Notes for “No” or “Other” Please reference question # and explain in this space or on a separate page.

RESERVES Y

N O

Y

N O

Y

N O

Y

N O

Y

N O

58: The association has a reserve study conducted with an onsite visual inspection at least every three years using an independent HOA reserve professional.

N O

Y

N O

Y

Y

60: The association is funding reserves as detailed in the reserve study.

Y

61: The association follows the reserve study when planning capital expenses.

Y

63: The association has a maintenance plan that outlines the community’s routine maintenance requirements.

64: The association has a maintenance responsibility matrix that shows who (homeowner or association) is responsible for maintaining individual components of the community.

65: The association has separate rules and regulations as part of its governing documents.

N

66: The association has written architectural control guidelines.

N

67: The association has written policies for handling rules enforcement and a fine schedule.

N

68: The association affords alleged violators an opportunity for due process.

N

69: The association sends out rule revisions individually to residents.

O Y

62: The board interacts directly with the reserve analyst.

N O

59: The association has its reserve study reviewed and updated annually.

MAINTENANCE Y

RULES ENFORCEMENT & ARCHITECTURAL CONTROL

O

O

O

COMMUNICATIONS & BUILDING COMMUNITY Y

N

70: The association has a community newsletter that is distributed to residents at least quarterly.

N

71: The association has a program for promoting community spirit.

N

72: The association has bulletin boards for sharing community information.

O

Y O Y O

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37

FEATURE

Notes for “No” or “Other”

Please reference question # and explain in this space or on a separate page.

COMMUNITY DEMOGRAPHICS

Please answer the following questions.

Year Association Formed?

Your Community Number of Homes Your Community (Check one)

Single-family Detached Homes

Condos # of Units

Transitioned to Full Homeowner Control

In Transition

APPLICATION FEES

CAI Members Nonmembers

First Application:

$300

Annual Renewal: $200

38

Quorum February, 2021

$500 $400

High-rise # of Units

Total

Developer Controlled

TERM Approval of an association as a CAI-CV Medallion Community is for a period of 12 months beginning on the date of approval.

FEATURE

WHAT MEDALLION COMMUNITIES RECEIVE

Medallion Communities will receive a 10-inch Medallion Community sign to post at their entrance, a logo that can be used in marketing materials, a certificate for framing, and recognition in CAI-CV publications including Quorum Magazine. CAI-CV will also send a list of Medallion Communities to the Palm Springs Regional Association of Realtors and to the California Desert Association of Realtors.

CAI-CV will only invoice approved Medallion Communities.

SIGNATURES

PROFESSIONAL ADVISORS

I have reviewed this application and explanations and warrant that it is true.

Name and Designations of Community Manager

Corporate Officer Name ___________________________________________ Corporate Officer Signature ___________________________________________ Date of Submission _________________________

CAI-CV APPROVAL

________________________________________ Phone __________________ Name and Designations of HOA Insurance Agent ________________________________________ Phone __________________ Name and Designations of HOA Attorney ________________________________________ Phone __________________ Name and Designations of CPA or Financial Advisor

Name ______________________________________ Signature __________________________________ Date of Approval ____________________________

________________________________________ Phone __________________

FIRST RENEWAL DATE:_________

________________________________________ Phone __________________ I give CAI-CV permission to contact listed professional advisors. ____________(initial)

Name and Designations of Reserve Specialist

By signing this application, the named legal officer of the HOA warrants that he or she has reviewed the information provided and that it is true. Applicants will be notified of their status within three weeks of submission. CAI-CV will send approved communities a renewal reminder, invoice, and a new application 60 days prior to the renewal date. Communities that do not renew or that are not approved may not use the CAI-CV Medallion Community logo or signage.

DISCLAIMER

SUBMIT APPLICATIONS TO:

Being an approved CAI-CV Medallion Community is a tangible way to tell residents, prospective buyers, visitors, and businesses entering the community that this neighborhood is managed by CAI best practices. Medallion Communities are approved based on the answers in their application, which is signed by an officer of the HOA. CAI-CV does not independently verify the submitted application information.

CAI-CV Medallion Community Program Email: admin@cai-cv.org In writing to facsimile (760) 341-8443 or send to 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 For assistance, call the CAI-CV office at (760) 341-0559.

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39

FEATURE

Best Practice Assistance From CAI

Do You Need Help Qualifying as a Medallion Community?

By Bruce Latta, CMCA

CAI has some best practice publications available that can be informative and very helpful for communities wanting help becoming a CAI-CV Medallion Community. The Foundation for Community Association Research, a nonprofit affiliate of Community Associations Institute, (https://foundation.caionline.org/about/) has developed these publications utilizing recommendations from industry experts and various industry-related publications.

The Foundation’s mission is to provide authoritative and reliable research and reports on the operations of common interest developments (CID).

What are considered best practices? The Foundation says, “A best practice is a technique or method that has proven reliably to lead to a desired result or outcome.

Business best practices are proven, repeatable, documented, techniques that deliver measurable performance management improvements. These practices are industry-based and may be adapted to fit a unique organization or business.”

The Foundation spent some time gathering information and combining it into eleven booklets each with their own specific topic related to homeowners associations. They include: Community Harmony & Spirit, Community Security, Energy Efficiency, Ethics, Financial Operations, Governance, Green Communities, Natural Disasters, Reserve Studies, Strategic Planning, and Transition.

They are an easy read, most are 20-30 pages in length, and are a good source for ideas or insights.

They can be added to the association’s reference library by either purchasing hardcopies from the CAI website or downloading a free copy. You can find them at: https://foundation.caionline.org/publications/ best-practices-reports/.

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

40

Quorum February, 2021

2021 CALENDAR JANUARY 8 12 15 18 21 22 26 27-30

FRIDAY TUESDAY FRIDAY MONDAY THURSDAY FRIDAY TUESDAY WEDNESDAY-SATURDAY

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

9 12 15 18 19 23 26

TUESDAY FRIDAY MONDAY THURSDAY FRIDAY TUESDAY FRIDAY

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

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

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

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) CAI’S M-206 FINANCIAL MANAGEMENT (14 CEUS) VIRTUAL DESERT CITIES HOA COUNCIL (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

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

FRIDAY FRIDAY MONDAY-TUESDAY TUESDAY THURSDAY FRIDAY FRIDAY FRIDAY TUESDAY 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 (1 CERT CR) ANNUAL CORKS FOR CLAC WINE TASTING CAI’S M-203 COMMUNITY LEADERSHIP (12 CEUS) VIRTUAL PCAM SOCIAL CAI-CV BOARD MEETING ANNUAL SPRING GOLF TOURNAMENT

5-7 11 14

25 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 (1 CERT CR) FRIDAY CAM DAY - MANAGER NUTS & BOLTS WORKSHOP (MOTR/AMOTR) (6 CEUS) TUESDAY CAI-CV BOARD MEETING THURSDAY-FRIDAY CAI’S M-204 COMMUNITY GOVERNANCE (14 CEUS) VIRTUAL MONDAY HOLIDAY - MEMORIAL DAY

4 8 10-12 17 18 25 29

FRIDAY TUESDAY THURSDAY-SATURDAY THURSDAY FRIDAY FRIDAY TUESDAY

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 (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) ANNUAL BOWLING TOURNAMENT CAI-CV BOARD MEETING

2 5 8-9 13

FRIDAY MONDAY THURSDAY-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)

FEBRUARY

MARCH

APRIL

MAY

20 21

JUNE

JULY

16 16 23 27

FRIDAY FRIDAY FRIDAY TUESDAY

EDUCATED BUSINESS PARTNER DESIGNATION CLASS SUMMER SIZZLER - MANAGEMENT CO REVERSE TRADE SHOW EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) CAI-CV BOARD MEETING

6 10 20 27 31

FRIDAY TUESDAY FRIDAY FRIDAY TUESDAY

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

3 6 10 14 16 24 28 29

FRIDAY MONDAY FRIDAY TUESDAY THURSDAY FRIDAY TUESDAY WEDNESDAY

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

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

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

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

5 9 12 17 18 19 25-26 30

FRIDAY TUESDAY FRIDAY WEDNESDAY THURSDAY FRIDAY THURSDAY-FRIDAY TUESDAY

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

3 10 14 17 21 24

FRIDAY FRIDAY TUESDAY FRIDAY TUESDAY FRIDAY

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

1 28

SATURDAY FRIDAY

HOLIDAY – NEW YEARS DAY 2020 & 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

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41

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42

Quorum February, 2021

P.O. BOX 265 Thousand Palms CA 92276 Email: office@proland-inc.com

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

COVID-19 VACCINES

ARE YOU ELIGIBLE TO BE VACCINATED? https://covid19.ca.gov/vaccines/

DID YOU KNOW YOU CAN GET NOTIFIED WHEN IT’S YOUR TURN? https://myturn.ca.gov/

CLICK ON EVENTS TO SIGN UP

CAI-CV UPCOMING EVENTS

CLICK ON EVENTS TO SIGN UP

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

FEBRUARY

MARCH

CAI-CV’s Board Member Workshop (BMW) (for board members) WHEN: Tuesday, February 9, 2021, 9:00 a.m. NEW TIME! W HERE: Virtual via Zoom

CAI-CV’s Manager on the Run (MOTR & AMOTR) (for managers and assistant managers) WHEN: Friday, March 5, 2021, 9:00 a.m. NEW TIME! W HERE: Virtual via Zoom

CAI-CV’s Manager on the Run (MOTR & AMOTR)

CAI-CV’s Board Member Workshop (BMW) (for board members) WHEN: Tuesday, March 9, 2021, 9:00 a.m. NEW TIME! W HERE: Virtual via Zoom

(for managers and assistant managers)

WHEN: Friday, February 12, 2021, 9:00 a.m. NEW TIME! W HERE: Virtual via Zoom Desert Cities HOA Council (for board members) WHEN: Thursday, February 18, 2021, 10:00 a.m.

W HERE: Virtual via Zoom CAI-CV’S Educational Lunch Program & Mini Trade Show (for all members)

WHEN: Friday, February 19, 2021, 11:30 a.m.

W HERE: Virtual via Zoom

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

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

W HERE: Virtual via Zoom CAI’s Common Interest Development Law Course (for all members) WHEN: Monday, Wednesday and Friday, March 22, 24, 26, 2021 W HERE: Virtual via Zoom

2022 CAI-CV 2020 & 2021 Awards Combined & Monte Carlo Night WHEN: Friday, March 26, 2021! MOVED TO January 28TH, 2022

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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Patrol Masters, Inc. Powerful Pest Management Pro Landscaping, Inc. Roseman Law, APC Seacoast Commerce Bank UgMo Technologies

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ATTENTION BUSINESS PARTNERS & MANAGEMENT COMPANY EXECUTIVES

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