March 2021 Quorum Magazine by CAI-Coachella Valley Chapter

MARCH 2021

$4.95

MARCH 2021

FEATURES 9 10 13 18 20 21 23

COVID-19 Vaccines From the “Twits” to the “Eagles” THE CAI-CV SOFTBALL TEAM CAI-CV Past Presidents’ Memories CAI-CV Presidents From 1981 to 2021 Chapter Directory Covers From 1992 to 2021 Quorum Magazine Covers From 1983 to 2021 A Look Back in Time – Celebrating CAI-CV’s 40th Anniversary with Wayne Guralnick, Esq. and Palm Desert Councilman Sabby Jonathan, CPA 24 Photos Through the Years 40 What a Difference 40 Years Makes 54 When Sponsors Become Angels

CAI-CV Turns 40 on March 10, 2021!

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Quorum March, 2021

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

ASPHALT AMS PAVING................................................................11 ASPHALT MD'S............................................................49 NPG ASPHALT..............................................................53

ATTORNEYS BEAUMONT TASHJIAN.................................................17 COMMUNITY LEGAL ADVISORS INC............................53 FIORE RACOBS & POWERS, A PLC..............................59 GREEN BRYANT & FRENCH, LLP....................................6 GURALNICK & GILLILAND, LLP....................................12

BANKING CIT.................................................................................6 POPULAR ASSOCIATION BANKING..............................17

CONCRETE GAUSTON CORP.............................................................3

CONSTRUCTION EMPIREWORKS RECONSTRUCTION.............................30 VANTAGE POINT..........................................................12

DESIGN BISSELL DESIGN STUDIOS, INC...................................19

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

LAKE MAINTENANCE DWI CERTIFIED LAKE MANAGER.................................59

LANDSCAPING CONSERVE LANDCARE................................................50 DESERT ARC................................................................58 PRO LANDSCAPING, INC..............................................12 PWLC II, INC. ..............................................................30 VINTAGE LANDSCAPE..................................................59

MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT...................2 GRANDMANORS............................................................4 HOAOFFICE.NET...........................................................50 POWERSTONE PROPERTY MANAGEMENT..................35

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POOLS GARDNER OUTDOOR AND POOL REMODELING.....49, 50

ROOFING BRS ROOFING INC.......................................................17 WESTERN PACIFIC ROOFING.......................................50

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Quorum March, 2021

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 F.C. Landscape

MEAGHAN GAFFNEY-HOWE The Gaffney Group, Inc.

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

9 COVID-19 Vaccines

BRUCE LATTA, CMCA

10 From the “Twits” to the “Eagles” THE CAI-CV SOFTBALL TEAM

Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MIKE REY

CAI-CV

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

FEATURES

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

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.

By Gen Wangler, Esq., CCAL

13 CAI-CV Past Presidents’ Memories Compiled by Jerry Cavoretto, CMCA, AMS

18 CAI-CV Presidents From 1981 to 2021 20 Chapter Directory Covers From 1992 to 2021 21 Quorum Magazine Covers From 1983 to 2021 23 A Look Back in Time – Celebrating CAI-CV’s 40th Anniversary with Wayne Guralnick, Esq. and Palm Desert Councilman Sabby Jonathan, CPA By Jay Jarvis, CMCA, CCAM

24 Photos Through the Years 40 What a Difference 40 Years Makes By Glenn Miller, CGCS

54 When Sponsors Become Angels What Board Members Ought to Know By Bruce Latta, CMCA

EVENTS 30 CAI-CV Educational Lunch Program & Virtual Mini Trade Show Friday, March 19, 2021 Via Zoom 42 STATEWIDE Common Interest Development Law Course March 22nd, 24th, and 26th Via Zoom 57 CAI-CV is Going Live in October – New Fall Dates 60 Upcoming Events CAI-CV.org

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

Become an Educated Business Partner Call the CAI-CV office or go to www.cai-cv.org for more information. 6

Quorum March, 2021

CONTENTS

DEPARTMENTS 2021 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT Prendiville Insurance Agency

CLINT ATHERTON, PCAM PRESIDENT-ELECT Sun City Palm Desert

MIKE TRAIDMAN PAST PRESIDENT

Mira Vista at Mission Hills HOA

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. SECRETARY

Fiore Racobs & Powers, A PLC

STEVEN SHUEY, PCAM TREASURER

Personalized Property Management

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

DAN FARRAR, CMCA, AMS DIRECTOR

HOA LAW 44 Best Practices for Surviving Legal Trouble By Sandra L. Gottlieb, Esq., CCAL

CHARITY 47 Variety Golf Scramble Monday, March 29, 2021 58 Desert Arc Essential Business Service MAINTENANCE & RECONSTRUCTION 48 Aging Properties Offer Unique Challenges and Rewards By Chris Sigler, B.S.C.E., C.D.T.

SECURITY 51 HOA Security Then & Now: New Tools, Old Reliable Values By Alan Clark

INSURANCE 52 A Brief 40 Year History of Insurance By Mike Rey

WATER WISE 56 Sharing A Commitment to Professionalism, Education and Sustainability By Coachella Valley Water District

FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

LONI PETERSON, PCAM DIRECTOR

Associa Desert Resort Management

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA CAI-CV

EDUCATED BUSINESS PARTNER

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.

CHAPTER NEWS 4 6 8 9 11 12 18

List of Advertisers Educated Business Partners President’s Message New & Renewing Members Online Discussion for Board Members "Like" CAI-CV on Facebook & Instagram Welcome Aboard REDWOOD PRIVATE SECURITY 27 CAI-CV Wants Your Google Review 27 Time Honored Rhonda Drews, PCAM 39 Titanium Sponsor Spotlight Vantage Point Construction, Inc. 41 Welcome Aboard Sun King Electric, Inc. 43 CAI-CV APP – Download it Now 46 Titanium Sponsor Spotlight AMS Paving 53 Support CAI-CV Business Partners 55 Chapter Angels 55 Have You Heard? 57 CAI-CVs February Pool Survey 60 Corporate Sponsors CAI-CV.org

facebook.com/CAICV

@CAI-CV

FROM THE CHAPTER

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

t's springtime in the desert and along with beautiful weather, we are starting to see signs that the pandemic may be coming to an end. Riverside County is continuing to show that vaccines will be available to all citizens by June. Vaccine information is on page 9. At the February board meeting, the CAI-CV board authorized in-person gatherings to begin in October. A new updated calendar and Advertising and Sponsorship Plan will be released this week. The new dates for events and programs are on page 57 and 60. Please mark your calendars. We are looking forward to seeing you! Wow, what an issue. Thanks to the Quorum Committee and the 40th Anniversary Committee for their hard work pulling together all these pictures and memories. Quorum will continue to feature articles and photos from the past 40 years in upcoming issues. If you would like to serve on the 40th Anniversary Committee, contact their chair, Gloria Kirkwood, PCAM or call the CAI-CV office. I want to thank the many companies who donated all or some of their unused 2020 sponsorship dollars to the Chapter’s COVID relief fund. You will see our tribute to the Chapter Angels on page 55. Please reach out to these companies when you need their services and thank them for their generosity. Now that we are back to planning events, the committees are asking for new volunteer committee members. There are many reasons to serve on a CAI-CV committee. Along with being fun and rewarding, committee service can help your business and your career. Managers working on their PCAM will receive credits for committee work. Business partners will have facetime with managers and community board members and best of all, you will make lifelong friends. CAI-CV committees have received 20 CAI National Achievement Awards for their hard work over the past six years. If you haven’t already added your committee work to your resume, do it now and take credit for the awards your committees have won. To join a committee, click on this LINK, or call the CAI-CV office. Speaking of resumes, the Professional Managers Committee is getting ready to launch their comprehensive job website. This site offers job posters the ability to get their openings in front of thousands of qualified candidates. Job seekers will have access to the largest job posting site in the country. The site will also offer resume building services, live job counseling, and access to job fairs. Look for the announcement in the April issue of Quorum. Our thanks to the Programs Committee for another great

Quorum March, 2021

program on Accessory Dwelling Units on February 19th. A special thanks to our guest speakers, Laurie Poole, Esq., CCAL (Adams Stirling, PLC) and Nick Melloni (City of Palm Desert) for an excellent and informative session. On Friday, February 12th, we held a combined Manager on the Run (MOTR) and Assistant Manager on the Run (AMOTR) class on reserves and budget planning. Thanks to Mallory Paproth (SCT Reserve Consultants) and Holly Smith, CMCA, AMS (Associa Desert Resort Management) for a great program. On Tuesday, February 9th, we held an outstanding Board Member Workshop (BMW) about understanding governing documents. We are grateful to our guest speakers, Dea C. Franck, Esq. (Epsten, APC), Emily A. Long, Esq. (Epsten, APC), and Carl Weise, CCAM-HR, AA, CAMEx, CMCA (Four Seasons Terra Lago, The Management Trust). That was an excellent program! Thank you. Our March Educational Lunch Program & Mini Trade Show will be on Friday, March 19, 2021 at 11:30 a.m. and is titled “HOA Maintenance: Continuity and Follow-Through.” We are fortunate to have Tad Black (Associa OnCall), Mike Mastropietro (OCBI, Inc.), and Steve Roseman, Esq. (Roseman Law, APC) as our guest speakers. On Friday, March 5th, we have a combined MOTR and AMOTR for managers about amending governing documents, and on Tuesday, March 9th, we will hold a BMW for board members about how HOAs can avoid liability. We will also be participating in a statewide CID Law Course on March 22nd, 24th, and 26th. More information is available on the CAI-CV website. Finally, I want to let you know that CAI National has announced that the 2021 Annual Conference will be held live in Las Vegas from August 18th through 21st. The Conference will take place at the newly opened Caesars Forum—a 300,000-square-foot conference center adjacent to the hotels, and lodging will move across the street to Harrah's and The Linq. Please continue to stay safe. I wish you all a marvelous spring!

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

CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNER HARVEST LANDSCAPE ENTERPRISES, INC. Ryan Ikari (714) 453-7766 ryan.ikari@hlei.us SUN KING ELECTRIC, INC. Shaun Johnson (760) 898-9287 sunkingelectric@outlook.com

RENEWING BUSINESS PARTNERS

BEHR PRO Tim Hoss (714) 365-7427 thoss@behr.com

UGMO TECHNOLOGIES Rick Reinmuth (619) 972-1100 rreinmuth@ugmo.com

BORAL STEEL STONE COATED ROOFING Jon Wilson (714) 412-6244 Jon.Wilson@boral.com

UNITED PAVING CO. Tracie Moran (951) 739-9200 tmoran@united-paving.com

NLB CONSULTING Lee Bothe (760) 323-7475 lee@nlbconsultingfirm.com PRENDIVILLE INSURANCE AGENCY Matthew Lawton (760) 770-5868 Matt@PrendivilleAgency.com

COVID-19 VACCINES

ASSOCIA DESERT RESORT MANAGEMENT Dana Brown (760) 324-1873 dbrown@drminternet.com

THREE PHASE ELECTRIC Dionne Petitpas (949) 457-1252 dionne@HOAlighting.com TINNELLY LAW GROUP Ramona Acosta (949) 588-0866 Ext. 1012 ramona@tinnellylaw.com

FRAZIER PEST CONTROL, INC. Julie Frazier (760) 328-6115 julie@frazierpestcontrol.com

ALDERWOOD RESORT MANAGEMENT James Crawford (909) 866-6531 Ext. 405 scrawford@lagonitalodge.com

TESERRA James Harebottle (760) 398-9222 jimh@teserraoutdoors.com

ASPHALT MD'S Gary Butler (760) 863-4500 gary@asphaltmds.com

DSI SECURITY SERVICES Kimberly Burnett (909) 238-3827 kburnett@dsisecurity.com

RENEWING MANAGER MEMBERSHIPS

ROSEMAN LAW, APC Teresa Agnew (818) 380-6700 Ext. 107 agnew@roseman.law

Roberta Happ (951) 233-8288 Bhapp@drminternet.com Gloria Kirkwood (760) 772-2092 gkirkwood@drminternet.com David Lawrence (760) 346-1161 dlawrence@drminternet.com Ashley Layton (760) 346-1161 alayton@drminternet.com Julie Mogolis (760) 346-1161 Ext. 144 jmogolis@drminternet.com

VANTAGE POINT CONSTRUCTION, INC. Cami Staviski (760) 340-5157 vpcofficemgr@gmail.com

Bill Overton (858) 886-6655 woverton@drminternet.com

NEW MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Rebecca Cassidy (760) 346-1161 rcassidy@drminternet.com Deanna McLaughlin (760) 346-1161 dmclaughlin@drminternet.com

Brandi Wilson (949) 257-7707 bwilson@drminternet.com MORNINGSIDE COMMUNITY ASSOCIATION Michele Abdelnour (760) 328-3323 mabdelnour@morningsideca.com

SHADOW MOUNTAIN RESORT Cindy Calquhoun (760) 346-6123 cindy@shadowmountainresort.com THE MANAGEMENT TRUST Shawnna Carr (760) 574-0190 shawnna.carr@managementtrust.com

NEW HOMEOWNER LEADERS Shelley Anderson David Hammer

RENEWING HOMEOWNER LEADERS LAS BRISAS NORTH Morgen Bentsen Leslie Dullman Ruben Franz Tressa Rounds Salvador Velasquez PALM VALLEY HOMEOWNERS ASSOCIATION, INC. Mark Barnum Glenn Bjorklund Pete Browning James Colonna Donna Darby Pete Fortenberry Neil Machlis SILVER SANDS HOMEOWNERS ASSOCIATION Ann Habeger Bob Hoene Linda Kluy Shelia Raczynski Linda Stevens

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/ CAI-CV.org

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FEATURE

From the “Twits” to the “Eagles” THE CAI-CV SOFTBALL TEAM

By Gen Wangler, Esq., CCAL

THIS FANTASTIC ARTICLE FIRST APPEARED IN QUORUM IN 2016, THE CHAPTER'S 35TH ANNIVERSARY. THANKS, GEN, FOR LETTING US REPRINT IT!

CO A

ETTER COMM

VER

Quorum March, 2021

Y LE

COM M U

TE ITU ST

ometime in the 1990s, someone in the Chapter (Gary Butler? Dan Barnett?) had the brilliant idea of forming a coed softball team to play in the Palm Springs league. Among the brave who played on the team were Rob and Ronda Winkle, O'Brien, and he was our biggest fan. He came to every game, Ron Winkle, Jim Schilling, Dan Barnett, Peggy Redmon, Gary cheered loudly and probably was not the referees' favorite Butler, Cardinal Ambrose, Rob Gilliland, Dave Peters, Clint person. Jerry Cavoretto also came to almost every game to Schreiner, Wayne Carlsen and me. When we started, we played cheer us on, as did Steven Shuey. at Demuth Park. Later, we moved to Big League Dreams in We did have some drama. At one game, Cardinal Ambrose Cathedral City. We played once a week, with an occasional was sliding into third base when a guy, a big guy, tried to double header. We played year round, too, in the summer and throw her out. Instead, the ball hit her in the face and broke the "cold" of winter. her jaw. She returned to the field after a full recovery. We all We called ourselves the "Twits." This was because most of us got bruised and banged up at one time or another, but kept were, shall we say, a little rusty at throwing, catching, going. It was a lot of fun, and I know that all of the batting and running. All the skills required to team members appreciate the friendships that SSOCIATION SI YA play softball. But as we played each week, came out of it, and the camaraderie. T N NI L A L we all got a little better. We even started to E V AL CH Updated: Margaret G. "Gen" win games occasionally. In fact, we started Wangler, Esq., CCAL, is retired winning almost all of our games and rose th from the law firm of in the standings. We decided we were no 1981 2016 Fiore Racobs & Powers, A PLC, longer "Twits," so we became the "CAI where she served as a senior shareholder. Eagles," to reflect our greatness! Gen can be reached at The Chapter's CED at the time was Terry NI genwangler@gmail.com. D SA UN

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The on-line board members’ discussion group is a service of CAI-CV and Desert Cities HOA Council.

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Quorum March, 2021

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FEATURE

CAI-CV Past Presidents’ Memories This article is reprinted from the August 2014 issue of Quorum. Compiled by Jerry Cavoretto, 1991 Past Chapter President

t was a special honor to compile the comments below from many of our Past Presidents. Reading their stories certainly brought back a flood of memories for me. I’ve been a member of CAI-CV since the early 80s, and have enjoyed participating and sharing with my chapter friends in countless events and fundraisers. My special thanks to the past presidents who participated. We will have much to discuss at the next past presidents’ dinner. Or as I would say-------we’ll talk!

Although vendors and colleagues (attorneys, accountants and insurance professionals) were invited and welcome, the main attendance was by association board members and managers. The chapter grew and then one year, I think that it was the early to mid-eighties, we sponsored a trade show and held it at the Palm Desert Board of Realtors office. The trade Show was a big success and that is when vendors saw the benefits of networking and then the chapter started to take on a new dimension that was a whole lot more social and event oriented as opposed to a primary educational purpose. It is all good and the chapter has prospered and the service to Coachella Valley homeowners in common interest developments has been great.

1982 Bob Tuvell: I was a founding director in in the late seventies. The only memory I have is of the frustration of not being able to get more than about 45 members for several years.

1986 Melissa Layton: When I served we were a very young chapter with very few members. I know we spent most of our time trying to figure out how to bring others in. The one thing that really stands out to me (about those early days) was that we held a first roundtable event with great guest speakers at Ironwood. It was the first of its kind and though there was a small attendance by today’s standards, it was really a success. I don’t remember though if it was under my term as president or I just helped with it. Sorry - it’s been quite a few years since then.

1981 Gary Wiedle: I was on the first board of directors for the CAI Coachella Valley Chapter in the late seventies. The main organizer of the chapter was Dave Meineke, who later owned and operated Irontree Management in Palm Desert. In the early days the chapter was almost singularly dedicated to educational purposes involving presentations, discussion groups and providing information (publications) about management issues for HOA board members and managers. The chapter meetings were three or four times per year and in the late afternoons and usually wine and cheese affairs at a mid-valley country club.

1991 Jerald Cavoretto: My most memorable times were watching the expression on John Turnbull’s face when they handed him the bill for the meeting room at the hotel he had suggested for our board meeting, and having to stop a membership meeting

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FEATURE at a restaurant because of the roof leaking on us during a rainstorm. We were a pretty small chapter then and everyone pitched in and helped with all the activities.

1994 Kay Ladner: My most memorable was our first Day at the Races, Terry O’Brien’s betting tips and then watching him accidently tear up a winning ticket! I also recall vividly handing the gavel turn-over to Gary Butler, who was wearing a diaper. Building the chapter with harmony was my goal and I believe it was accomplished.

1995 Gary Butler: The mission of my term was to entertain as well as educate our audience. Who else started their term dressed in a diaper? I believe that if people are willing to make the effort to show up that early in the morning, they deserve to start their day with a good laugh as well as a good meal. We had our only little drama team that did something stupid to wake our members at every meeting. I have a hunch we might be seeing that happen again in the very near future.

1996 Carol Fulton:

Carol passed away in 2019. We miss her and are grateful for her years of service to CAI-CV.

As I look back I have several moments during my presidency that I think were memorable. We helped with building a home through Habitat for Humanity for a family in Cathedral City. Hammer, nails etc. in hand. I remember holding up wall board with Mary Walker while someone drove the nails. We all worked on this after working all day (we were younger). We also had our first breakfast meeting with our mayors and city officials from all the cities in the Coachella Valley. This was held at Mission Hills Country Club. I believe that is the year that we had a contest between the Golf Committee and the Monte Carlo Committee to see who could raise the most money. I know

Quorum March, 2021

it was very close; each raising around $15,000 plus. Pat Smith and Gary Butler chaired the Golf Committee and Mary Walker the Monte Carlo committee. Lots of fun rivalry . What I really remember was our Awards Night, which was held at the Ritz Carlton Hotel, with red carpet and Dan Barnett as our T.V. reporter. It was a true replica of the Academy Awards with statues and all. Carol Amar was our chair. Of course I cannot forget when we had our changing of the presidents in January. Gary Butler came out with a diaper on, bringing in the new year. I did not know where to look. I was blessed with a great board and wonderful committees with everyone working hard and having fun!!

1997 Peggy Redmon: Crazy bus trips to Del Mar, dancing with friends at Awards Nights, insanity at conferences/ the plane that almost collided with another plane at landing, experiencing DC – just being with a lot of folks who were enjoying life, helping each other with our lives/career and not trying to create a resume!!!

1999 Doug Robinson: To have a successful presidency you have to have the following: A good board, strong committee chairs and an experienced executive director. I was fortunate to have all three!! We accomplished a lot and had a great time.

2000 Mary Walker: The year was 2000! We had just all gone through numerous Y2K info classes and made sure that all computer programs were protected. Amazing but we sailed through. The very first thing I remember is oh my God - I have to talk in front of all these people. Our first meeting in January was always the largest with the Legislative Update. We had a terrific legal/legislative update by Wayne Guralnick and hit an all-time high on attendance, (thank goodness for podiums so you can’t see shaking knees!); Our Monte Carlo was a huge success as was the Golf tournament! True to form, our treasurer at the time kept saying –“you are making too much money - spend it” - so we did! In those days CAI National had two conventions per year - usually one in the West and one in the East. We had started hospitality suites a couple of

FEATURE years back but extended it to be open to all persons we knew who were attending the conventions! We started at 6:00 a.m. with continental breakfasts, tidbits throughout the day and always started Happy Hour by at least 4:00 p.m., closing time always varied! We adopted two charities that year to give away more money and it seemed no matter the event - we just brought in more money. Our attendance at breakfasts was reaching near two hundred, all our members who were committee chairs were having great turnouts at their events and a legacy that Carol Fulton started in her term with the Managers Committee, Vendors Committee (business partners) and very active Homeowners Committee. Our Summer Sizzler that year was a huge success under the direction of Lori Fahnestock with coconut-clad table dancers and “Best Male Legs Contest” - just ask Tim Hoss! As always, our Programs Committee outdid themselves with sell-out crowds and we started our Past Presidents Committee that year with Doug Robinson being its first chair. As others before me, I had a truly wonderful board of directors. We had fun, made money for the chapter and the community and our membership grew.

my year as president, I was the one getting them. I remember wondering why folks focused on the negative rather than the positive in life. I remember placing positive “motivational moments” on the breakfast tables each month in the hope that people would see the blessing we all live in. I’m not sure I ever found out if that did any good, but I sure feel like I had a good year as president under Terry O’Brien, our then CED.

2009 Cyndi Koester:

2001 Steven Shuey: I was president during 2001; this was the year following the Y2K year and the energy that year brought with it. People were winding down from the new millennium and life was getting back to normal. One memory that comes to mind was how I was grousing prior to my presidency, wondering why the presidents of prior years made claims of getting all the complaints from members, and then, as if by surprise, during

I had the honor as serving as chapter president in 2009. This was the year of change for the Coachella Valley Chapter. The organization was ready to move forward in growing and expanding its market. We went through great experiences with setting new policies and procedures along with setting new goals for the chapter. We came into the 21st century with our website and started taking online registration and online payments! In addition, we added a wonderful fun family night event, the Annual Bowling Tournament! We also re-established the Business Partner Committee along with getting back involved with CAI-CLAC as an active participant. One of our most exciting changes for the year was to make the Quorum Magazine full color along with the Membership Directory. The main goal for the chapter in 2009 was to keep the new goals set by the board and to keep looking for more benefits to our members. I had the privilege of working with a great board of directors and CED that had the same goals for the chapter. It was truly an honor to serve the chapter as the president.

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(Community Association Volunteer Leader), Art Coulter, ran for the board and went on to be the chapter’s board president. There are many memorable moments from the year I served on the board, but it is my pleasure, with much gratitude, to share the position of past president with so many hard-working and caring individuals for the good of the whole – the CAI Coachella Valley Chapter members.

2011 Art Coulter:

2010 Gloria Kirkwood: My personal purpose for serving as president in 2010 was to give back to a chapter that I felt had served me well over the years. Through CAI I have made friends and worked with professionals that were dedicated and helpful in the overall success and growth of the chapter. As I mentioned throughout my term as president, the support of our business partners was and continues to be integral to our success. We can’t thank them enough for their involvement and role in another key goal I wanted to tackle as president: inviting new faces and encouraging past members to become involved. In fact, during my time as president, members from all these groups were active and contributory and allowed us to bring a new social event to the table, the Country Western Round-Up, which was held at the Sunshine Landscape “OK Corral.” This event was a bit different, and provided an opportunity for members to kick up their heels, relax by an open fire, and, like so many of our other events, a marvelous way to get to know chapter members. It was well attended, entertaining, and successful – we even had a real bull for our Cow Pie Bingo, which did not disappoint! It was a great fundraiser, and “Hurricane,” our sponsored cow, performed on the target! Two members of the chapter won the chip, along with a donation to CLAC, so everyone benefited! I can’t forget to mention our CAI-CV Chapter entry by the Business Partners Golf Car Parade Committee, held on October 31, 2010. We won third place! Since we hadn’t participated in this event for several years, just being able to decorate and make it through the entire parade was an accomplishment, winning third place was "the spider on the web"! I am also proud to say, with a bit of encouragement, a Palm Valley Country Club homeowner and CAVL

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I was fortunate enough to attend the National conference in Las Vegas and the next year in Boca Raton. Very impressive program and speakers. Also had the privilege of help from National in doing our strategic planning. I believe I had the opportunity to hire a new ED and also the new assistant. In my term we struggled with the financials, couldn’t master Quick Books.

2012: Rob Winkle: I have given much thought to the term in which I served as president. So many of the names on this list created something very special. I am still amazed how many of the past presidents are still heavily involved in the chapter. When elected to the position I was terrified of disappointing those that came before me and at the same time excited about making a difference to all of those members that see the value of CAI. The most memorable thing for me is the support that I received from so many. I had past presidents, past board members and even members that had not served offer me so much help it was a very humbling experience. The board that I served with then was a team of dedicated professionals that did the lion’s share of the work. They comforted me and helped me through some very difficult decisions. As I have one more year on the board, I have seen many people come and go. Although each one is an individual

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and certainly all see things in a different light, I believe that they all have the same goals for the chapter- success, happiness and prosperity. I believe my “goal” was an attempt to bring everyone together and with the help of some very dear people in my life, I think that the chapter did just that. When I first started serving I made the mistake of saying it was my way of “giving something back” to the chapter that has done so much for us. In reality I gained more both personally and professionally from being part of the board and being surrounded by such dedicated successful individuals than I could ever give back. Thanks again to all the names on this list. Updated: Jerald (Jerry) Cavoretto is now happily retired after serving as Senior Community Association Manager with Desert Associa Resort Management.

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Past Presidents

Welcome Aboard Jason Berckart, CPP, CEO

REDWOOD PRIVATE SECURITY By Meaghan Gaffney-Howe CMCA, AMS

2021

Matthew Lawton, EBP, CIC, CIRMS

2020

Mike Traidman

2019

Mike Traidman

2018

Gen Wangler, Esq., CCAL

2017

Phyllis Harkins

2016

Gerard Gonzales

2015

Tad Black

2014

Christina Baine DeJardin, Esq.

2013

Nena Rutherford-Milward

2012

Rob Winkle

2011

Art Coulter

2010

Gloria Kirkwood

2009

Cyndi Koester

2008

Sharron Badham

2007

Nikki Even-Caster

2006

Mike Livingston

2005

Bob Wright

2004

Richard Warfield

2003

Richard Warfield

2002

Tom Albert

2001

Steven Shuey

2000

Mary Walker

1999

Doug Robinson

1998

Mike Walker

1997

Peggy Redmon, Esq.

1996

Carol Fulton

1995

Gary Butler

1994

Kay Ladner

1993

Elly Dowd

1992

John Turnbull

1991

Jerald Cavoretto

1990

C J Klug

1989

Gary Wiedle

1988

Jeff Lilley

1987

Al Smith

1986

Melissa Layton

1985

Sabby Jonathan

1984

Wayne Guralnick, Esq.

1983

Duke Baker

1982

Bob Tuvell

1981

Gary Wiedle

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Welcome Aboard Redwood Private Security! With a customized approach to each of their client’s security needs, Redwood Private Security provides unmatched solutions and partnerships to meet the specific needs of each of their clients. Redwood Private Security was founded by several security industry leaders who previously worked together for 14+ years at a West Coast regional security company. Redwood Private Jason Berckart, CPP, CEO Security’s team has extensive experience providing armed and unarmed security and courtesy patrol services to homeowners associations and residential communities. Redwood Private Security currently operates in northern and southern California. They plan to open an office in Palm Springs soon, and eventually expand to neighboring states. The company will continue to maintain local (California-based) ownership and support to ensure all of their clients receive focused attention, without the need to wait for responses from an out-of-state executive team. This will provide more timely solutions to each of their clients, while keeping the security partnership running as effectively as possible. Jason Berckart, CPP, CEO, co-founded Redwood Private Security in early 2020 after working as an area vice president for another security company. When starting the company, Jason and two industry colleagues had a vision in mind of an inclusive culture focused on employee and client partnerships. For more information about Redwood Private Security and how a security partnership with them can benefit your community, please visit www.redwood-security.net or e-mail Jason Berckart at jberckart@ redwood-security.net. 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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Quorum 1983 - 2021 Chapter Directories 1992 - 2021

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FEATURE

DIRECTORY CAI-CV IS THE AUTHORITY ON COMMON INTEREST DEVELOPMENTS IN THE COACHELLA VALLEY

DIRECTORY

2021

CAI-CV IS THE AUTHORITY ON COMMON INTEREST DEVELOPMENTS IN THE COACHELLA VALLEY

2020

2019

2018

COACHELLA VALLEY CHAPTER

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Quorum 2010 - 2021 June 2012

Coachella Valley Community Associations Institute Magazine

InsIde Sun Protection/Cancer Prevention Salt Water Pools vs. Chlorine FHA Banking Fraud Heat Related Emergencies

Co M M u n I t y S p ot l I g h t

Deep Well Ranch

AUGUST 2014

Coachella Valley Community Associations Institute Magazine

JANUARY 2017

JANUARY 2016

JANUARY 2015

Coachella Valley Community Associations Institute Magazine

CAI-CV Past Presidents’ Memories A Historical Timeline of the David-Stirling Common Interest Development Act Terry O’Brien—A Fond Remembrance Photos Throughout the Chapter Years The Times They Are [Not Always] A-Changin…

2006

2004

EDUCATION FOR BOARD MEMBERS

22 Thanks to Great Boards and Managers, Community Associations Remain Popular 23 Helping Boards Find the Right Professionals 26 Board Member Education Scholarship

VERSA

ETTER COMM

27 CAI-CV’s Education for Board Members 33 Education for Board Members, CAI Webinars 34 Facts About the U.S. Common Interest Development Industry

38 From Homeowner to Board Director: The Added Fiduciary Duties and Responsibilities of Directors

What's New for Quorum in 2016 CAI-CV Chapter 2016 Calendar

Bright Signs for the Local Economy

Desert Falls Community Associations

Chapter Strategic Planning

CAI-CV & KESQ PARTNERSHIP | ADVERTISE WITH KESQ 760-340-7115 – RON.DIGRANDI@KESQ.COM

1993

JANUARY 2018

FEBRUARY 2017

Active Shooter - How to Respond

22 Short Term Rental Comparison Chart

“Time to Live the Dream”

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

energize educate elevate

28 35th Anniversary Awards Night

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JANUARY 2020

JANUARY 2019

A Buck-A-Door or More

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JANUARY 2020

FEATURING

9 Sun City Palm Desert Community Association

INSIDE THIS EDITION 16

$4.95

JANUARY 2019

Coachella Valley Community Associations Institute Magazine

Ironwood Country Club

Education for Homeowner Leaders

21 2017 Publications for Board Members

2016

1996

Turf and Clotheslines and Short-Term Renters, Oh My!

Thank You Outgoing Board Members

Finding Your Professional Advantage – Ten Ways to Build Your Personal Brand

Ethics — A Reminder of the Importance of Values & Integrity

From the “Twits” to the “Eagles” The CAI-CV Softball Team

Don’t Get Burned!

1998

COM M U

INSIDE

CO A

1981

VA L

2000

E CH

Y LE

Lake Mirage Racquet Club

CIATIO ASSO NS TY IN NI L LA

TE ITU ST

CELEBRATING 35 YEARS OF BUILDING BETTER COMMUNITIES

2002

FEATURING

Healthy HOA/Community Cohesiveness 14 A Road Map to That Happy Place 16 Community Newsletters: the Cornerstone of Your Association Becoming a Community

8 12 26 34 39

Coronado Gardens HOA New Year's Resolutions Proposition 65 Warning Signs QUORUM - Year In Review New Laws from the 2018 Legislature

10 Laguna de la Paz Homeowners Association 16 Speed Bumps - Are They Safe? 26 HOA Earthquake Insurance - Dispelling the Myths and Understanding the Risks 34 The Financial Risks of Not Obtaining a Reserve Study

Atlantis an Evening Under the Sea CAI-CV's Awards and Monte Carlo Night - Friday, January 17, 2020

SOCIATIONS

40TH ANNIVERSARY I

TITU

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V R H OA LI

A Look Back in Time – Celebrating CAI-CV’s 40th Anniversary with Wayne Guralnick, Esq. and Palm Desert Councilman Sabby Jonathan, CPA By Jay Jarvis, CMCA, CCAM

s part of CAI-CV’s 40th anniversary, Quorum is featuring conversations with the Chapter’s early presidents. This month, we feature reminiscences from Wayne Guralnick, Esq. and Palm Desert City Councilman Sabby Jonathan, CPA, who served as president in 1984 and 1985, respectively. Wayne said that in 1984, the Palm Desert and La Quinta areas were in the early stages of development and the number of HOAs within the eastern portion of the Valley were about a third of what they are today. His law firm, Guralnick and Gilliland, Wayne Guralnick, Esq. represented only thirty HOAs at that time, but today they represent over 300 local HOAs, including more than twenty large-scale communities and golf courses. Wayne remembers that he was the only attorney who was a member of CAI-CV in 1984. Few vendors participated in the chapter, which had about seventy members overall. Making up for the small size was the Chapter’s unique atmosphere. Wayne told Quorum, “The members were very collegial, working together to network and share information.” At that time, CAI-CV only met about nine times a year at Ironwood Country Club, which, Wayne reminisces, has some of the best views in the Coachella Valley. He noted that

the Davis-Stirling Common Interest Development Act did not take effect until January 1, 1986, and laws related to common interest developments were scattered throughout the Civil Code and the Business and Professions Code. Wayne jokes, “It truly was the wild west at that time with minimal regulation of developers and HOA boards.” Sabby echoes Wayne’s views regarding the members’ collegiality. He recalled, “There was a general sense of camaraderie, which was pretty special.” He attributes this to the members’ realizing that “we’re all in this together” and adopting an attitude of helping each other do a better job meeting the needs of HOAs. Sabby calls the growth in CAI-CV’s membership, which is now over 1040 members and affiliates, astounding. He believes that the organization and industry have both progressed significantly over the past 40 years. He said, “There is greater understanding, uniformity Hon. Sabby Jonathan, CPA in industry practice, and much broader access to resources today.” Sabby told us that he applauds CAI-CV’s board for their outstanding work. He said, “It’s not always easy, and your work is often under-appreciated, but you make a difference.”

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

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If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

Through The Years

Quorum March, 2021

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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

1 2

3 How to give CAI-CV a Google review:

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Go to the Google search bar and type in CAI-CV.

Click on the blue “Google reviews” text next to the five yellow stars.

Click on the blue box “Write a review” and add your review!

TIME HONORED MEMBER Rhonda Drews, PCAM, RealManage By Grace Paluck, CamEx, CCAM

Rhonda Drews, PCAM

Rhonda Drews is the Vice President of Operations for REALMANAGE. Rhonda has been a member of CAI since the early 2000’s. She just completed serving on the Chapter board for six years. Rhonda was fortunate enough to have worked under two industry giants. Early in her career, she had the benefit of working with John Turnbull who encouraged and motivated her daily. Later, she had the pleasure of working with Pat Smith who was her teacher and

mentor. Under Pat’s leadership, Rhonda said she began to flourish in her career. Rhonda joined CAI to obtain her professional education and was a recipient of a scholarship that made it possible for her to obtain her PCAM. As a requirement of that scholarship, she had to volunteer on a committee. Over the years, she has served on many committees. Rhonda currently serves as Chair of the Education Committee, and Co-Chair of the CLAC Legislative Support Committee and the Professional Managers Committee. Rhonda is responsible for initiating the Chapter’s talks with College of the Desert to develop an AA degree in business with a specialty in community association management.

Rhonda has lived in the Coachella Valley for over 35 years, long enough to be among the first graduating class of Palm Desert High School. In her free time, she likes to hike and entertain. The books that are currently on her nightstand are The Happiness Advantage, The Four Agreements, and her daily gratitude journal. Her favorite saying is, “It is what it is until it isn’t.” Thank you Rhonda, for your continued leadership with 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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If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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

Friday, March 19, 2021 11:30 a.m. – 1:00 p.m. CLICK HERE to Register LUNCHEON TOPIC: HOA MAINTENANCE: CONTINUITY AND FOLLOW-THROUGH GUEST SPEAKERS

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THANK YOU TO OUR FEBRUARY PROGRAM SPONSORS PWLC II, INC LANDCARE MANAGEMENT

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GET THE ZOOM LINK BY REGISTERING AT WWW.CAI-CV.ORG. MANAGERS WILL RECEIVE ONE CEU Cost: FREE (760) 341-0559

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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IT’S A PLEASURE TO SERVE COACHELLA VALLEY’S HOAS —

BECAUSE WE’RE NEIGHBORS. The Powerstone CV Team

Monica Alvarado, CCAM® Community Association Manager

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Since 1993 Powerstone has served HOA’s of all types throughout California and in the Coachella Valley with integrity, professionalism and an old fashioned neighborly smile. We treat our clients as if they were neighbors, because they are. Our spirit of service is why clients stay with us and has helped us become one of the leading property management firms in California and the Coachella Valley. Contact Michelle Lopez, Director of Community Management and discover how top-notch service, attention to detail and a willingness to do what it takes can help your HOA prosper. For more information visit www.powerstonepm.com. Or call Michelle at 760-469-4315

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40TH ANNIVERSARY

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

A very special thanks from CAI-CV to Mary Walker (chapter president in 2000), for her help with assembling these photos. Thanks too to Carol Whitlock for her years as chapter historian. If you have photos to share, contact Gloria Kirkwood, PCAM, Chair, CAI-CV 40th Anniversary Committee at ADMIN@CAI-CV.ORG. 38

Quorum March, 2021

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Thank you to Vantage Point Construction for their generous support of CAI-CV! CAI-CV.org

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FEATURE

What a Difference 40 Years Makes BY Glenn A. Miller, CGCS

ew places in the Coachella Valley can truly be described as classic or iconic. However, those words aptly describe Thunderbird Country Club (TCC) in Rancho Mirage. After officially opening on January 9, 1951, the first ceremonial golf balls were struck at Thunderbird Ranch and Country Club making TCC the first of over 120 golf courses that exist in the Valley today. Thunderbird is still proudly recognized as “the home of golf in the Coachella Valley.” Thunderbird is also home to former presidents, movie stars, sports celebrities, and titans of industry. The club is known for its immaculate 18-hole golf course and impeccably maintained grounds. To provide some historical perspective, President Dwight D. Eisenhower became a Thunderbird member in 1961, and he enjoyed the “luxury” of playing golf at Thunderbird in a golf cart. In 1975, President Gerald Ford and Betty Ford built a house on the 13th hole, and it was not unusual to see President Ford playing in the Club’s “Saturday choose-ups” or practicing on the driving range. More recently, past President Barack Obama has challenged the TCC course with his playing aptitude, and it's said that President Obama is a pretty fair golfer. But even with its historical and glamorous past TCC has had to change and adapt with the passage of time. Maintaining the landscaping and golf course at TCC is much different today than it was forty years ago. Long gone are the days where ninety-five percent of members left at the end of April

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and didn’t return until the following November, just before Thanksgiving. A golf course superintendent or landscape maintenance supervisor can no longer allow the grounds they manage to transition to a less maintained appearance during the summer months. Summer and early fall used to be treated as a time when capital improvement projects were done in preparation for the next season. Today, the landscape maintenance and golf industry are more competitive than ever. Business margins are stretched to the limit as club members and HOA’s want pristine landscaping year-round at the most competitive price possible. Industry professionals, myself included, always welcome a challenge to provide clients with the best landscape maintenance product possible; however, we do have to balance our client’s expectations to make sure those expectations are realistic in today’s marketplace. Many older country clubs and HOA’s have had to modify their landscape maintenance programs recently to address aging infrastructure, outdated irrigation systems and water conservation issues. Sometimes HOA’s face balancing their landscaping “wants” with the budgetary “needs” of the association, which can present difficult and often unpopular decisions for board members. Everyone would love lush landscaping with manicured green belts and expansive seasonal flower beds. But high-end landscape maintenance programs come at a price and even affluent golf clubs like Thunderbird have to make prudent decisions in managing their budgets while at the same time providing their members with the best quality landscape product possible. Two of the most important words that come to mind in our industry are “managing expectations.” I always tell my staff that it is always better to under promise and over deliver

FEATURE versus over-promising and under-delivering. Following these simple steps can help you manage client expectations in most situations. First, make sure that there are open and constant lines of communication with your clients. During the past year of operating under COVID-19 restrictions client communication has become even more important in the HOA/club industry. You should be communicating either in person (socially distanced of course) or at a minimum by phone or Zoom conference at least once a week with your clients. Secondly, make sure your clients are realistic about their expectations regarding the type of maintenance program that will work for their property and what they can actually afford within their operating budget. (Not every property can afford to

look like Thunderbird Country Club.) And, finally, for those properties that have board members with champagne tastes on a beer budget, get creative with those accounts and show them cost-effective alternatives that will work within their budget to provide a workable landscape maintenance program that will meet their needs while not breaking the bank. Glenn A. Miller, CGCS is Vice President of Operations for Southwest Landscape & Maintenance, LLC and United Landscape. They are located at 45-100 Golf Center Parkway, Suite E, in Indio. Glenn is also a member of the City Council for the City of Indio. Glenn can be reached at (760) 590-8544 or by email at Glenn@SWLandscape.net.

Welcome Aboard Shaun and Linda Johnson Sun King Electric, Inc. By Meaghan Gaffney-Howe CMCA, AMS Welcome Aboard Sun King Electric, Inc.! Specializing in commercial and residential properties, Sun King Electric performs repairs, maintenance, modifications and additions to both new and existing electrical systems. They are equipped and properly trained to handle all of your electrical needs, offering a wide variety of services including electrical system consulting, panel upgrades, panel maintenance, LED lighting systems (new installations and retrofits), new construction, remodels, safety upgrades, commercial lighting maintenance, landscape lighting maintenance, electric vehicle chargers and circuits, service repairs, troubleshooting, and everything in between! They will utilize their expertise in all aspects of their clients’ projects, from design to completion and maintenance, to improve quality and increase the safety of each project. By providing prompt service, offering competitive pricing, using quality products, and dedicating all available resources to your project, Sun King Electric is a sensible solution to your electrical needs.

Sun King Electric is bonded and insured, and holds a C-10 Electrical Contractors license from the State of California. They are dedicated to providing excellent customer service with fair and honest pricing and proper job performance that is on schedule and on budget. Ensuring their customers’ satisfaction is their highest priority.

Shaun and Linda Johnson

Locally owned and operated by Shaun and Linda Johnson, Sun King Electric is a family run and community-involved business serving the entire Coachella Valley, where Shaun and Linda have resided since relocating from San Diego 19 years ago. They are the proud parents of two adult children; one is a Tech Sergeant in the United States Air Force, and the other is a musician. Their family has always been actively involved in youth sports; Shaun is currently the head baseball coach at Palm Springs High School. Shaun and Linda enjoy everything the desert has to offer, including camping and off-roading, and taking in beautiful scenery while taking walks with their two dogs.

Shaun Johnson can be reached at 760-898-9287 or shaun@sunkingelectric.com. Linda Johnson can be reached at 760-898-1388 or linda@sunkingelectric.com. Sun King Electric, Inc. 11710 Evening Sky Drive Desert Hot Springs, CA 92240 Shaun and Linda, we welcome Sun King Electric to CAI-CV! 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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CAI’s California Statewide

Common Interest Development Law Course CONDUCTED IN THREE 2.5-HOUR SESSIONS

March 22, 24, 26, 2021 - ZOOM 9:00am - 11:45am each day

Online exam following conclusion 30-day window

CAI’s California Common Interest Development Law Course is the most comprehensive legal course available for professionals managing community associations and board members. If you manage community associations or are a board member, don’t miss the in-depth legal knowledge you will gain from participating in this 8-hour course. Participants will be provided with a comprehensive review of California and Federal laws affecting community associations. Community managers will gain a greater understanding of the Davis-Stirling Act, California Corporations Code and common law and specifics related to common interest developments. FAC I L I TATO R S

WHO SHOULD ATTEND

Managers of community associations Board members and leaders of community associations Professionals who service community associations

WHY ATTEND? You will...

Gain the in-depth legal knowledge required to operate and manage a community association

Member Manager/HOA Leader $65 Nonmember Manager/Homeowner Leader $75 Member Business Partner $105 Nonmember Business Partner $155 This course satisfies CAMICB 8-hour law course requirement.

Quorum March, 2021

Matthew Gardner, Esq. Richardson|Ober|DeNichilo LLP

Cyrus Koochek, Esq. Lisa Tashjian, Esq. CCAL SwedelsonGottlieb

SPONSORS Allied Trustee Services Berding|Weil Delphi Law Group, LLP Fiore Racobs & Powers ,A PLC McKenzie Rhody LLP ProTec Contracting Services The Management Trust The Naumann Law Firm, PC Tinnelly Law Group Whitestone Industries

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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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Complete list of CAI-CV’s Corporate Sponsors – Trusted and experienced business partners serving community associations and homeowners.

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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. CAI-CV.org

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HOA LAW

Best Practices for Surviving Legal Trouble By Sandra L. Gottlieb, Esq., CCAL

nfortunately, in this line of work, lawsuits are bound to happen. People take issue with any limitation on their free use of property and push the limits hard. Sometimes, they use a lawsuit as a tactic to get their community association board to back down. You’re too smart for these bullish tactics. But, the nerve of the homeowner suing can be disheartening, maybe even angering, even if the lawsuit is meritless or frivolous. Understanding how to limit your association’s exposure to lawsuits can decrease the possibility of lawsuits, thereby eliminating the stress of a lawsuit, and the financial harm it might cause. The most common types of homeowners association lawsuits, other than construction defect lawsuits, are a breach of contract (aka CC&Rs), slip-and-fall accidents, premises liability, claims of discrimination and harassment, and labor issues. Take action to limit these suits by engaging an attorney to review your association’s contracts, employment agreements, policies, procedures, and operating practices to identify areas or actions to reduce the likelihood that the association will be subject to lawsuits in the future. For example, harassment and discrimination suits are increasingly frequent in community association litigation. Board and manager education, zero-tolerance policies, review of rules and restrictions to remove any discriminatory language, and follow through on addressing offending actions within the association reduce the risk for a discrimination claim. Community associations are a fruitful target for attorneys representing homeowners in a suit against the association. These attorneys frequently either take the case on contingency and/or front load their legal work with significant amounts of discovery because, in most cases, the homeowner will be entitled to attorney fees if they are deemed the prevailing party in the litigation. So, when the homeowner retains counsel on a contingency basis they are not spending money out of their pocket paying attorney fees to sue the association. It makes the

Quorum March, 2021

decision for the homeowner to bring a suit easier becoming indifferent to the notion that the owner is, for all intents and purposes, suing themselves. Prior to taking these cases, these attorneys presumably perform a case evaluation to determine if they will likely prevail in litigation or if the association is likely to settle instead of going to trial. Unfortunately, the homeowner may be more interested in recovering a payout from the association than being neighborly. After a lawsuit has been filed, the association will still need to act responsibly and consider settlement as an option. Talking about settlement, for associations that carry the required insurance policies, the insurance company appointed attorney (defense attorney) will usually settle the case to limit the insurance carrier's risk even when the association and its board did absolutely nothing wrong! Frequently carriers will settle, even when the association could win the claim because the cost to take the case to trial could be more expensive than the settlement. Taking a case to trial can end up costing into the $100,000s when you start adding up attorney fees, court costs, deposition costs, expert costs, etc. In comparison, if cases can settle for less than that, carrier’s adopt the nuisance claim mentality in the interest of just getting rid of the lawsuit. In this regard, the association's counsel should consider whether a cross-complaint should be filed to not only preserve all rights and remedies available to the association, but also put the association in a more controlled position if the insurance carrier desires to settle the case. Hopefully, it is something you never have to deal with, but for those that do, preparation and knowing what to do when your association has been sued is critical. The following is a list of suggestions to prepare you to defend a lawsuit. Litigation is usually a long process. Doing these things as soon as you receive the complaint will put your best foot forward when the day comes.

1. Do not call the person suing the association/management or their attorney – Your first instinct may be to call and give this person a piece of your mind. But, don’t. As the adage goes, anything you say can be used against you and probably will be. Instead, use this energy to write down all of the reasons they are wrong and then provide this to the association’s attorney when you contact them.

2. Don’t Delay – Civil court procedures have strict timelines that defendants must respond within. If you let the complaint sit on your desk for weeks, you’re limiting the amount of time the attorney has to prepare for the association, its board and yes, the managers response or worse yet the delay could result in the plaintiff taking a default against the association for failing to respond within the statutory time frame. The only day that is worse than the day you were served with the lawsuit is the day that you receive notice of a motion for default, which generally can be easily avoided.

HOA LAW 3. Call your insurance agent to see if liability and/or D&O coverages apply – If insurance applies and the policies have a duty to defend clause that covers this claim, the insurance company will provide an insurance defense attorney to represent the association and its interested parties such as board members and the managing agent. Whether or not this is the best counsel for the association, or if the management company is included in the suit, it should be considered if the same attorney should represent both the association and management due to potential conflict of interest issue.

4. Hire the right attorney – Not all lawyers are created equal. Just because you know a lawyer doesn’t mean that they specialize in the type of case the association faces. Ensure that the attorney you retain or is assigned by the insurance company has handled similar cases in the past and what their success rate has been.

5. Call your association’s legal counsel and be honest and upfront about the details of the suit - If an insurance policy does not cover the claim, even with a reservation of rights, or if the association would like to obtain a second opinion, contact legal counsel right away.

was taken and on what date. This should be easy for you, because you practice good record keeping.

8. Do not destroy any information relating to the matter in dispute or the party suing the association. You have a duty to preserve evidence. The evidence required could include more than just the relevant communications to the matter. Cases can be lost for failing to preserve evidence; do not be that person that allows that to happen.

9. Write down what you remember or know about the matter to complete the record for the attorney, write on this document “attorney-client privilege” stating on the document that this information was compiled and submitted to legal counsel at their request.

10. Then, keep quiet about the case. Attorney-client privilege can be broken if you disclose anything to anyone that is not your/the association’s attorney. So, don’t talk to your best friend, parents, or the dog walker about the case.

"...SO, DON’T TALK TO YOUR BEST FRIEND, PARENTS, OR THE DOG WALKER ABOUT THE CASE."

6. Listen to your attorney – Whoever is assigned or selected as the attorney to represent the association and the other defendants, follow their advice. Ask the attorney how to handle communications with the plaintiff (the person suing the association/ management company) outside of the lawsuit's scope. Listen, even if it is something you do not want to hear. Attorneys are bound to do what is best for their clients. If your attorney tells you bad news or something you don’t want to hear, it is in your best interest to follow their advice. There are many reasons to do so, not the least of which is being able to rely on the advice of experts, including legal counsel, if sued for breach of fiduciary duty claims etc.

7. Gather and organize all written communications about the matter – Put together a copy of all letters, emails, phone call notes on the matter, and organize them in chronological order. If you want to be really helpful, create a summary of all items and prior actions, including relying on minutes that should be provided to counsel if the issue(s) with the owner were discussed in executive session meetings of the board. If any actions were taken in response to the communications that are not represented in the written communications, write down what action

11. Ensure that everyone on the board or management company employees who might work with the association, such as escrow or accounting, are equally aware of the need not to comment on the case or the matter involved in the case. The best response to inquiries is to refer them to the attorney handling the case.

12. Work with the association’s attorney to prepare any required litigation and/or insurance disclosures. Once everything has been submitted to the appropriate attorneys, it is a waiting game. Lawsuits can take two to three years to conclude [pre-pandemic], and that is if there is no appeal. For the reasons stated above, litigation is a common occurrence in the community association industry. So, try not to take it personally even when attacked and stay focused on your other business. This too shall pass. Sandra L. Gottlieb, Esq., CCAL is a founding and senior partner in the law firm of SwedelsonGottlieb that limits its practice and specializes in the representation of community associations throughout California.

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CAI-CV 2021 TITANIUM SPONSOR SPOTLIGHT

Proudly serving the Coachella Valley for 40 years!

AMS Paving is proud to celebrate 40 years serving the Coachella Valley. As one of the most respected paving companies in Southern California we have earned the trust and respect of countless Homeowners, Board Members and Community Association Managers. AMS Paving was founded in 1981 by Bill Hawkins. In 2002, Liz Williams, Vice President, was added to the AMS Paving team after 10 years of success in the community management industry. Together Liz and her husband Bill Hawkins have been the driving force behind AMS Paving’s growth and increased capacity to respond to the needs of our clients. Liz has been a committed and influential leader in CAI, serving in various capacities including member of the Board of Directors and serving on multiple committees. AMS Paving has been active in multiple chapters of CAI for the last 20 years. Our services include asphalt replacement and new paving, overlays, patching, sealcoating, striping, ADA compliance and asphalt education for managers. Having completed countless projects in the Coachella Valley we understand the local weather and geological issues and how they change the way paving is performed. When you need an honest paving company with the highest level of integrity and years of quality workmanship, you need AMS Paving. AMS Paving is proud to be affiliated with CAI-CV as a Titanium Level Corporate Sponsor, and as a CAI Educated Business Partner, we are committed to its success and the attainment of its goal to improve the quality of life for the communities we serve.

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Thank you to AMS Paving for their generous support of CAI-CV! 46

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MAINTENANCE & RECONSTRUCTION

Aging Properties Offer Unique Challenges and Rewards By Chris Sigler, B.S.C.E., C.D.T.

he Coachella Valley is rich in its history – from Hollywood’s influence in the 50’s, 60’s and 70’s, to today’s diverse, sometimes sprawling destination communities and tourist attractions. Over the past five decades, common interest developments have filled the Valley, making HOA living the most popular method of home ownership throughout the Valley today. With CAI-CV’s 40th anniversary upon us, we want to honor the many aging communities that face unique challenges, both short term and long term. The tools afforded to board members and management professionals in today’s world have not always been available. Today, we have the rich resources that both CAI National and CAI-CV offer to enrich the knowledge base of managers, board members, homeowners, and business partners alike. The rich history of the Valley has created the challenge of maintaining older properties. Aging, and in some cases “historically listed” properties face special challenges:

AGE-RELATED DETERIORATION AND UPKEEP ISSUES The most common challenges and issues that plague aging properties include general deferred maintenance, wood rot, corroded metals, current code compliance issues, and infrastructure in need of replacement.

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ARCHITECTURAL AND CODE-RELATED UPGRADE ISSUES If a property is listed as historical by authorities, there are usually stringent limits to exterior architectural/design changes and paint color changes that may require approval by the local jurisdiction. If the property is not listed as historical, decisions regarding exterior code upgrades (e.g., railings for balconies) must be contemplated to increase useful life and maintenance costs long term. Then, of course, there is the challenge of funding the work that may or may not have been planned in the community’s reserves. Older properties typically need more work and unless their reserves have been regularly increased, they may be looking at a special assessment to get caught up before completing their upgrades and repairs.

"Today, we have the rich resources that both CAI National and CAI-CV offer to enrich the knowledge base of managers, board members, homeowners, and business partners alike."

OCOTILLO LODGE HOA The desert has many beautiful older communities. The Ocotillo Lodge in Palm Springs is rich in history and has been a colorful landmark in the desert for decades. The Lodge was built in 1957 and was featured in architect William Krisel’s book, William Krisel’s Palm Springs – The Language of Modernism, along with another iconic Krisel property, Sandpiper. Operated as a hotel in the early days, it was purchased by Gene Autry in 1963, with Hollywood royalty frequenting the lodge. From 1968 through the 1990’s, Ocotillo was owned, operated, and redesigned in a southwestern theme by Jerry Buss, the owner of the Los Angeles Lakers.

Do you need a little levity in your life? The Quorum Committee is collecting (not sampling) cocktail recipes for upcoming issues. Send your favorites to COCKTAILS at ADMIN@CAI-CV.ORG.

Today, like many properties rich in history, Ocotillo Lodge is managed as an HOA, with 124 units spread over a 10-acre parcel. Given its age (64 years old this year), the HOA faces unique challenges as they pursue the restoration of its façade to its original state. The project also includes other maintenance, structural upgrades and repairs that will be followed by a complex-wide repainting project. Although the property is not listed as a historic landmark, the association is attempting to restore the property to its original architectural style. Thankfully, Ocotillo is led by a wise and well-managed board, who hired professional advisors from the outset, to assist them with planning the remodel. After developing the plan, creating a sound budget, and hiring a project manager to oversee the remodel, the board is wellequipped to move forward with their plans. HOAs for aging communities have their own unique challenges and require transparency and communications with residents to maintain and enhance their properties. However, the rewards outweigh the challenges. While investing in aging communities is time consuming, often complex, and expensive, buyers and residents have always enjoyed the extraordinary qualities of living in a place that is full of wonderful historic stories and events. Chris Sigler is the President and Owner of C.L. Sigler & Associates, Inc., a Construction Management and Consulting firm that has exclusively served the HOA industry for 20 years. 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. CAI-CV.org

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SECURITY

HOA Security Then & Now: New Tools, Old Reliable Values

n CAI-Coachella Valley’s 40th anniversary, we look at the evolution of security practices within CIDs, realizing that “back to basics” and “back to the future” can go hand in hand. The more things change in the security industry, the more they stay the same. HOAs are increasingly adopting the latest security technology for their common interest developments (CIDs), but nothing replaces dedicated personal service that an officer at the gate can offer. It’s no surprise that HOAs originated in big cities where urban planning, zoning and land use decisions factor so greatly into the pace of development, property values and, of course, quality of life. One of the biggest changes I have seen in 45 years in the security business is the increase in gated HOA communities. In California alone, CAI estimates there are close to 55,000 CIDs. HOAs are designed to serve the common interests of residents, of which

By Alan Clark a big component is security and access control. In recent years, we have seen larger communities focus on controlling access. Some HOAs have even implemented mobile patrols with ticket-writing capabilities, something we would have never dreamed of 40 years ago. New technologies create many new options for security technicians. Mobile phones, cloud-based data, biometric sensors, and drone technologies are now used by many communities. Some communities are even using robotic guards. These HOA security advancements allow technicians to act more quickly with instant and comprehensive information that can be obtained 24-7. We have come a long way since the 1970s when 9-1-1 was introduced, and when we began to see guard-gated entries at HOAs. Then, in the 1980s, we began to see cameras being used for HOA security. In recent years, huge strides have been made with license plate recognition cameras.

Sophisticated technologies require high caliber personnel, but we cannot forget that while most residents will not notice the new technology, they will remember a courteous guard and good customer service. Twenty years ago, when I first read about live guard service being replaced by technology, I thought, “that’s not happening in my lifetime.” So far, I’ve been right. While new technologies are fantastic, they cannot replace the personal attention residents receive from well-trained security personnel. Alan Clark is the President at DSI Security Services, a national leader in the security solutions industry for more than 50 years. He can be reached at aclark@dsisecurity.com. You may also reach out to Kimberly Burnett, DSI’s Business Development Manager at (909) 238-3827.

“On CAI-Coachella Valley’s 40th anniversary, we look at the evolution of security practices within CIDs, realizing that 'back to basics' and 'back to the future' can go hand in hand.”

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INSURANCE

A Brief 40 Year History of Insurance By Mike Rey

I "SECTION 3.113 OF THE UNIFORM CONDOMINIUM ACT OF 1980 PUT INTO PLACE THE FIRST INSURANCE REQUIREMENTS FOR CONDOMINIUM COMMUNITIES."

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was just a junior in high school when insurance for community associations was first being developed. Has it been that long! When CAI-CV was founded in 1981, there was no Davis-Stirling Act, it was drafted in 1985. Until then, community insurance was rare. During the 1970’s home building was trending away from single family residences as developers ran out of “good land” in urban areas. Developers started building high-density developments that included some amenities like community parks. To address these new trends, the National Conference of Commissioners (Also known as the Uniform Law Commission (ULC)) created the Uniform Condominium Act of 1980. The ULC provides states with non-partisan, well drafted legislation that brings clarity and stability to critical areas of statutory law. The ULC members are lawyers, judges and legislators who have been appointed by each state government. Section 3.113 of the Uniform Condominium Act of 1980 put into place the first insurance requirements for condominium communities. Property insurance was required for all common elements of the communities for no less than 80 percent of the actual cash value (ACV) of the insured property at the time the insurance is purchased, also known as “co-insurance.” Commercial general liability, including medical payments, was to be determined by the community executive board, covering all occurrences commonly insured against all common elements within the community. The ULC did not specify the limit of liability of insurance for each occurrence.

Fidelity insurance was mentioned in the act but there were no specific requirements mandated for this line of coverage. In the case of the buildings that contain the units, the common walls between the units must be insured to include the units but need not include any improvements installed by the unit owner. Directors and officer’s coverage (D&O) became appealing to condo communities since most condos are set up as corporations. At that time in the early 1980s, many public companies had D&O coverage. However, by 1984, due to an exponential increase in claims and defense costs, the D&O insurance market hardened due to mass exodus of insurance carriers, including eight of the top ten insurers. This put a strain on the ability for condominium communities to find insurance coverage. Fortunately, the insurance market eventually evened out. The Davis-Stirling Act eventually outlined insurance requirements for all common interest developments. Over the years the Davis-Stirling Act has been changed numerous times and we will continue to see legislative changes to insurance requirements for California CIDs. CAI-CV was founded just in time and has kept its members informed for 40 years. Here’s to the next 40! 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.

Community Legal Advisors Inc. COMMUNITY ASSOCIATION ATTORNEYS

ATTENTION CAI-CV MANAGERS AND BOARD MEMBERS! PLEASE SUPPORT CAI-CV BUSINESS PARTNERS 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.

THANK YOU FOR YOUR SUPPORT!

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FEATURE

When Sponsors Become Angels What Board Members Ought to Know By Bruce Latta, CMCA

ll of us at CAI-CV should be thankful for the generosThe challenges of the pandemic have had a dramatic ity of our sponsors, especially during the COVID-19 impact on the Chapter. After one of the best fundraising pandemic. With their help, the Chapter has been able to years ever, COVID-19 hit the Chapter hard. The generosity continue informing members about critical HOA issues of sponsors has kept the Chapter going for nearly a year. through Quorum and many outstanding educational pro- Education for members has increased but it is offered grams. But is it enough to be thankful at this time when free of charge. There have been no mini trade shows, no we can’t gather to network? Do sponsors deserve more golf tournament, no awards gala, Octoberfest or Corks for from us? I believe we all must do our part to hire compa- CLAC wine tasting. Business partners had already agreed nies who give the most to CAI-CV and our industry. Our to sponsor these events and in return for the fees paid sponsors continue to help the Chapter even when they they would have received opportunities for marketing receive little in return and we can thank them by asking and promoting their business. them to bid on our projects. CAI-CV Considering all of this, many busiis now honoring CAI-CV Angels. You ness partners have graciously not "LET’S ALL DO OUR can see that growing list of companies requested their sponsorship money PART TO THANK on page 55. These are companies who returned because of the cancellations. CAI-CV ANGELS, have donated some or all of their unused Business partners have gone from 2020 sponsorships to help the Chapter being a supportive sponsor to becomSPONSORS AND recover from the pandemic. ing a Chapter Angel. Their generosity ADVERTISERS BY When your manager tells the board has directly helped the Chapter conCALLING ON THEM tinue its mission. that they are going out to bid, insist that they use CAI-CV member companies. Let’s all do our part to thank CAI-CV TO DO OUR HOA Insist they use CAI-CV members who Angels, sponsors and advertisers by PROJECTS." sponsor events or advertise in Quorum. calling on them to do our HOA projBetter yet, insist they use CAI-CV Angels! Together, we ects. CAI-CV business partners generally know the HOA can really help these generous companies! industry. They have taken the time to understand the Ordinarily, the Chapter’s sponsorship business model legal requirements of working with HOAs. They offer creates opportunities that benefit both CAI-CV and its an advantage for your HOA over businesses that are not many business partners. Businesses can target HOA familiar with the HOA industry. Both Quorum and CAImembers and promote their products while sponsor- CV’s membership directory have business partner contact ships create income that allows the Chapter to serve information listed by category. See the list of advertisers the local HOA industry. For example, the advertising in on page 4. Give them a call and let them know they are Quorum makes this magazine possible every month. It is hearing from you because of what they do for CAI-CV. a resource that business partners can use to advertise and Bruce Latta, CMCA, is the property manager promote their business, and it is a resource of education for Indio Properties in Indio and a member of and information about the industry for many. Now, with the board of directors of the Parc La Quinta Quorum being digital, you can easily click on any ad and Homeowners Association. He chairs the go instantly to that business partner’s website. What Homeowner Leader Committee. He can be reached at could be easier? PLQHOABLatta@gmail or (760) 285-5617.

Quorum March, 2021

By Holly Smith, CMCA, AMS “HAVE YOU HEARD?” is a monthly column all about the members of CAI-CV!

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 Alan Smith Pool Plastering AMS Paving BPR, Inc. BRS Roofing Inc. CIT Conserve LandCare Delphi Law Group LLP Diversified Asphalt Products DSI Security Services EmpireWorks Reconstruction and Painting Epsten APC LaBarre/Oksnee Insurnace Agency, Inc. Patrol Masters Popular Association Bank Powerful Pest Management Pro Landscaping Roseman Law APC S.B.S Lien Services Seacoast Commerce Bank Vantage Point Construction, Inc.

If you have news to share or know something about a colleague that they would want to share with our members, you can publish it in Quorum. You can send us your “HAVE YOU HEARD?” news by emailing it to ADMIN@ CAI-CV.ORG. Make sure to put "HAVE YOU HEARD" in the subject line. Whether it is a promotion, wedding, birth, or another milestone, we want to help you share the news. Here are our first HAVE YOU HEARD submissions: HAVE YOU HEARD?

Fiore Racobs & Powers, A PLC, recently announced that CAI-CV member, Julie R. Balbini, Esq, has been promoted to Shareholder & Managing Attorney for the Coachella Valley office. Congratulations Julie! Julie was elected to the CAI-CV Board of Directors in October and began serving on the Executive Committee and as Board Secretary in January. Julie is also the Chair of the Chapter’s Programs Committee and Chair and Board Liaison for the Public Relations Committee. HAVE YOU HEARD?

Associa – Desert Resort Management held their 2020 Awards ceremony via zoom on January 6th. The celebration was highlighted by awards going to Shelley Bricker, who received Portfolio Manager of the Year, Julie Mogolis, CMCA, who received the award for Onsite Employee of the Year, and Vanessa Landrum, who received two awards, Corporate Employee of the Year and MVP of the year. Congratulations to all Associa’s award recipients! HAVE YOU HEARD?

Palm Desert Greens Country Club has hired Sara Fenimore as their new interim General Manager. Congratulations to Sara and to Palm Desert Greens Country Club! If you have something to announce in “HAVE YOU HEARD?,” email it to us at ADMIN@CAI-CV.ORG. Please include the following information:

1. Type "Have You Heard?" in the subject line. 2. Include the name of person/company making the announcement. (Make sure spelling and all designations are correct.)

3. Include the announcement and the date it was official. 4. Include the name and phone number(s) of the person(s) involved. Holly Smith, CMCA, AMS, has over 20 years of property management experience within Southern California and has been in HOA management for the last four years. Holly works for Associa Desert Resort Management. She serves the Quorum Committee. She can be reached at (760) 346-9918 or hsmith@drminternet.com.

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WATER WISE

Sharing A Commitment to Professionalism, Education and Sustainability By Coachella Valley Water District

oachella Valley Water District congratulates the Coachella Valley chapter of CAI on its 40th anniversary. CVWD, which recently celebrated its 100th anniversary, shares CAI’s commitment to professionalism and education. In addition, the founding of CAI-CV occurred at a time when one in four Coachella Valley jobs was attributed to tourism and the Coachella Valley became known as the golf capital and swimming pool capital of the world, leading to more demand for water. As a result, CVWD has spent the most recent 40-year period engaged in projects to ensure water reliability and sustainability of the aquifers that supply our drinking water.

HERE ARE SOME KEY DATES FOR CVWD FROM THIS PERIOD:

1990: CVWD began an intensive process to address the problem of aquifer overdraft. The comprehensive water management plan was completed in 2002.

2002: CVWD launches water conservation initiative including the adoption of a landscape ordinance that places limits on the amount of grass that could be planted in new homes and mandating the use of desert-friendly landscaping. The landscape ordinance has since been updated.

2003: The Quantification Settlement Agreement was finalized after four years of QSA negotiations. This important agreement resolved longstanding disagreements between water agencies regarding allocations and uses of Colorado River water.

2009: CVWD completes construction of the Thomas E. Levy Groundwater Replenishment Facility, a collection of percolation ponds in south La Quinta. This year also marked the completion of the Mid-Valley Pipeline, a 7-mile long pipeline that runs from Indio to Palm Desert. The pipeline carries Colorado River water to CVWD’s wastewater reclamation plant in Palm Desert, where it can be used for groundwater replenishment and golf course

Quorum March, 2021

irrigation. CVWD also switches to a water budget based tiered rate billing system, encouraging conservation by residents.

2011: CVWD begins offering a rebate program to all customers even if there is not a city match. CVWD continues to seek grant funding to help unincorporated communities in eastern Coachella Valley obtain access to safe drinking water and sewer services.

2012: Using grant money, CVWD ensures that families living in a the Mountain View Estates Mobile Home Park in an unincorporated part of eastern Riverside County can have access to clean drinking water and sanitary sewer services. CVWD also completed work with the county to provide water and sewer services to the new Thermal Sheriff’s Station and Thermal Fire Station.

2016: The 15-year period between 2001 and 2016 was the driest period in Colorado River history since record keeping began in the late 1800s, making water conservation and agreements over water use even more important issues in the Coachella Valley.

2017: As of this summer, CVWD’s turf replacement program had led to the elimination of 13,989,817 square-feet of turf in the district’s service area since 2009.

2018: CVWD’s new Critical Support Services Building opens to ensure that in a catastrophic event, CVWD can keep water flowing for emergency needs. Also this year, CVWD completed phase 1 of the Palm Desert Groundwater Replenishment Facility. In addition, CVWD partnered with United Way of the Desert to launch the Help2Others Assistance Program to provide financial assistance to lowincome water customers. For more information, contact the Coachella Valley Water District at www.CVWD.ORG or by phone at (760) 398-2651.

CAI-CV IS GOING LIVE IN OCTOBER! MARK YOUR CALENDARS - NEW FALL DATES EVENTS

NEW DATE

VENUE

BOWLING TOURNAMENT (JUNE 25TH)

OCTOBER 1, 2021

PALM SPRINGS LANES

OKTOBERFEST (ORIGINAL DATE)

OCTOBER 29, 2021

SUNSHINE LANDSCAPE

GOLF TOURNAMENT (APRIL 30)

NOVEMBER 12, 2021

DESERT PRINCESS

40TH ANNIVERSARY & WINE TASTING (APRIL 16)

DECEMBER 10, 2021

SHIELDS DATE GARDEN

2020 AWARDS (MARCH 26TH)

JANUARY 28, 2022

OMNI LAS PALMAS

PROGRAMS

NEW DATE

VENUE

LEGISLATIVE UPDATE IN-PERSON

OCTOBER 22, 2021

PALM VALLEY

NOVEMBER PROGRAM

NOVEMBER 19, 2021

PALM VALLEY

DECEMBER PROGRAM

DECEMBER 17, 2021

PALM VALLEY

CAI-CV’s Board of Directors announced on February 23rd that they will move forward with live events beginning in October and events scheduled for the spring will be moved to new dates in the fall. Riverside County is predicting that vaccines will be distributed by June 2021. Most CAI Chapters will begin in-person gatherings by October. For more information about upcoming events and programs, please call the CAI-CV office at (760) 341-0559.

CAI-CV’s FEBRUARY POOL SURVEY

CAI-CV Managers and Association Board Members were asked to participate in a brief survey a few weeks ago to see if we could find trends regarding reopening pools and spas. Here are the questions and the number of responses for each answer. Participants were not required to answer all the questions. Given the mixed results, we want to remind communities to rely on professional advice from their community manager and HOA attorney when making reopening decisions. Remember to document this advice in your minutes! Thank you to all the participants who took time to fill out their survey.

QUESTIONS Has the association reopened the pools? Yes (23) No (8) Has the association reopened spas? Yes (19) No (6) Has the association reduced the hours of access for pools and spas? Yes (3) No (23) Has the association reopened pool area bathrooms? Yes (11) No (8) Has the association returned pool furniture to the pool area? Partial (5) Yes (5) No (12)

Has the number of people allowed into the pool area been reduced? Yes (18) No (6) Does the association provide cleaning and sanitation to the pool area after use? Yes (10) No (9) Does the association rely on outside vendors to provide cleaning/sanitizing service? Yes (15) No (14) Does the association provide a person to monitor the pool area while it is open? Yes (4) No (25) Does the association require masks in the pool area? Yes (15) No (9) CAI-CV.org

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Quorum March, 2021

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

WE’LL BE MEETING IN-PERSON AGAIN!

Sponsorships Now Available for In-Person Events

MARK YOUR CALENDARS - NEW FALL GATHERINGS BOWLING TOURNAMENT LEGISLATIVE UPDATE IN-PERSON OKTOBERFEST GOLF TOURNAMENT NOVEMBER PROGRAM 40TH ANNIVERSARY & WINE TASTING DECEMBER PROGRAM 2020 AND 2021 AWARDS CLICK ON EVENTS TO SIGN UP

OCTOBER 1, 2021 OCTOBER 22, 2021 OCTOBER 29, 2021 NOVEMBER 12, 2021 NOVEMBER 19, 2021 DECEMBER 10, 2021 DECEMBER 17, 2021 JANUARY 28, 2022

PALM SPRINGS LANES PALM VALLEY SUNSHINE LANDSCAPE DESERT PRINCESS PALM VALLEY SHIELDS DATE GARDEN PALM VALLEY OMNI LAS PALMAS

CAI-CV UPCOMING EVENTS

CLICK ON EVENTS TO SIGN UP

MARCH

APRIL

2022

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

(for managers and assistant managers)

CAI-CV’s Board Member Workshop (BMW)

CAI-CV’S Educational Lunch Program & Mini Trade Show

CAI-CV 2020 & 2021 Awards Combined & Monte Carlo Night (for all members) WHEN: Friday, January 28th WHERE: Omni Las Palmas Resort & Spa, Rancho Mirage

(for board members)

(for all members)

WHEN: Friday, March 5, 2021, 9:00 a.m. NEW TIME! WHERE: Virtual via Zoom WHEN: Tuesday, March 9, 2021, 9:00 a.m. NEW TIME! WHERE: Virtual via Zoom Desert Cities HOA Council (for board members) WHEN: Thursday, March 18, 2021, 10:00 a.m. WHERE: Virtual via Zoom CAI-CV’S Educational Lunch Program & Mini Trade Show (for all members)

WHEN: Friday, March 19, 2021, 11:30 a.m. WHERE: Virtual via Zoom CAI’s Common Interest Development Law Course (for all members)

WHEN: Monday, Wednesday and Friday, March 22, 24, 26, 2021 WHERE: Virtual via Zoom

WHEN: Friday, April 2, 2021, 9:00 a.m. NEW TIME! WHERE: Virtual via Zoom

ANNOUNCEMENT

WHEN: Friday, April 9, 2021, 11:30 a.m. SUBJECT: Balconies, Roofs, and Paving WHERE: Virtual via Zoom CLAC Virtual Legislative Days at the Capitol (for all members) WHEN: Monday-Thursday, April 12-15, 2021 WHERE: Virtual via Zoom CAI-CV’s Board Member Workshop (BMW) (for board members)

WHEN: Tuesday, April 13, 2021, 9:00 a.m. NEW TIME! WHERE: Virtual via Zoom Desert Cities HOA Council (for board members) WHEN: Thursday, April 15, 2021, 10:00 a.m. WHERE: Virtual via Zoom

CAI National’s 2021 Annual Conference will be held live in Las Vegas from August 18th through 21st. Register at: www.caionline.org

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.

40TH ANNIVERSARY CORPORATE SPONSORS TITANIUM________ AMS Paving, Inc. Associa Desert Resort Management Bissell Design Studios, Inc. Cartwright Termite & Pest Control, Inc. C. L. Sigler & Associates, Inc. Conserve LandCare Fiore Racobs & Powers, A PLC Gardner Outdoor and Pool Remodeling Pacific Western Bank Prendiville Insurance Agency Roof Asset Management Signarama Vantage Point Construction, Inc. Western Pacific Roofing

PLATINUM________

GOLD____________________________________________________

SILVER____________

BRONZE________________________________________________

Asphalt MD's NPG Asphalt Sherwin-Williams Paint Company

Automation Pride CIT Cooper Coatings INC Delphi Law Group, LLP Diversified Asphalt Products Dunn-Edwards Corporation DWI Frazier Pest Control, Inc. Guralnick & Gilliland, LLP LaBarre/Oksnee Insurance Agency, Inc. Powerstone Property Management Sunshine Landscape Superior Roofing Three Phase Electric Tinnelly Law Group

Alliance Association Bank BRS Roofing Inc. DSI Security Services EmpireWorks Reconstruction and Painting Epsten, APC

Adams Stirling, PLC Advanced Reserve Solutions, Inc. Alan Smith Pool Plastering Allied Universal Animal Pest Management Services, Inc. Beaumont Tashjian Ben's Asphalt & Seal Coating Brabo & Carlsen, LLP Community Legal Advisors Inc. Desert Concepts Construction, Inc.

Flood Response Green Bryant & French, LLP Harvest Landscape Enterprises, Inc. Horizon Lighting Inc. Nissho of California, Inc.

ET Water FC Landscape Fenton, Grant, Mayfield, Kaneda & Litt, LLP FirstService Residential MeterNet NLB Consulting O'Connell Landscape Maintenance Patio Shoppers, Inc. Popular Association Bank PrimeCo

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

RealManage Rey Insurance Services, Inc. S. B. S. Lien Services SCT Reserve Consultants, Inc. Sunstates Security The Naumann Law Firm, PC TXT2Vote Union Bank Vista Paint Corporation

ATTENTION BUSINESS PARTNERS & MANAGEMENT COMPANY EXECUTIVES

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