July Quorum 2021 by CAI-Coachella Valley Chapter

JULY 2021

$6.95

JULY 2021

Indian Ridge FEATURES

4 14 17 18 24 27 29 31 34 43 44

COVID-19 Vaccines CAI-CV 40th Anniversary Interviews with Past Presidents Pictures from CAI-CV’s Past Communication – The Successful Special Assessment Plan Transition from Developer to Owner Control Made Easy (Easier) CAI-CV Medallion Community Recognition - Mira Vista at Mission Hills Thank You to CAI-CV Chapter Angels Fund Accounting for Community Associations The Ethical Dilemmas of Community Association Insurance Breaking Point: Examining Aging Infrastructure in Community Associations MARKETING 2021 – UPDATED Advertising & Sponsorship Plan

SEE UPDATED 2021 ADVERTISING AND SPONSORSHIP PLAN INSIDE ON PAGE 50 FOR IN-PERSON EVENTS

MAKING [COMMUNITY]

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

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

Quorum July, 2021

ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President 7 7 - 5 64 B Country Club Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President 7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President •Landscape Management •Arbor Service •Landscape Design

7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

•Landscape & Hardscape Installation •Water Conservation Specialist •Growers of Exotic Palms & Desert Accents

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

ADVANCED RESERVE SOLUTIONS, INC.

Phone: 760- 343-0162 • Fax: 760-343-4804

Regional Vice President

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

www.prolandscapingca.com

ROXI K. BARDWELL, PCAM, CCM

7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864 CAI-CV.org

facebook.com/CAICV

@CAI-CV

CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNER

RENEWING MANAGER MEMBERSHIPS

PALM SPRINGS LEAK DETECTION

James Schmid (760) 498-6647 jimschmid@gmail.com

Pedro Tobar (760) 408-4451 palmspringsleakdetectioninc@gmail.com

ALBERT MANAGEMENT CORPORATION

ADAMS | STIRLING PLC

Patricia Forte (760) 346-9778 trish.forte@albertmgt.com

Candace Schwartz (800) 464-2817 cschwartz@adamsstirling.com

Jeri Mupo (760) 772-7234 gm@irhoa.com

ASSOCIATION LIEN SERVICES

ASSOCIA DESERT RESORT MANAGEMENT

RENEWING BUSINESS PARTNERS

Aram Homampour aram@alslien.com

LOS LAGOS HOMEOWNERS ASSOCIATION Debbie Lessard (760) 771-9546 deb@availhoa.com MARABELLE ESTATES John Edwards (760) 323-7157 managermarabelle@gmail.com PGA WEST RESIDENTIAL ASSOCIATION

Vanessa Schussler (760) 315-6779 vanessa@brcpms.com

DUNES PROPERTIES HOA

BISSELL DESIGN STUDIOS INC.

Jayme Fakehany (760) 808-0821 jfakehany@drminternet.com

Bobbie Gaffney (760) 327-0301 bobbie@thegaffneygroup.net

Vanessa Landrum vlandrum@drminternet.com (760) 346-1161

THE MANAGEMENT TRUST, DESERT DIVISION

EMPIRE TECHNOLOGIES GROUP, INC. Nathan Estrada (909) 466-1316 nathan@empiretechs.com

THE GAFFNEY GROUP INC.

Kari Martin (760) 574-0175 kari.martin@managementtrust.com Brenda Morse (760) 776-5100 Ext. 6321 brenda.morse@managementtrust.com

Loni Peterson (951) 204-0334 lpeterson@drminternet.com

ST. AUGUSTINE OWNERS ASSOCIATION

Natalie Woodard

Mark Dodge (760) 346-1161 mdodge@drminternet.com

Linda Montenegro (760) 346-1161 lmontenegro@drminternet.com

Brandon Carmo Richard Watters

PROPERTY MANAGEMENT SERVICES

Patrick Ross (760) 346-9090 bigskygatekeeper1@verizon.net

Viken Ohanesian (323) 728-3023 sales@uspolymersinc.com

RAMON ESTADOS HOMEOWNERS ASSOCIATION

Grant Brakesmen

BIG SKY GATE KEEPER

DURAMAX BUILDING PRODUCTS

Rick Anderson Gil Rodgers Ron Stubbs

Michael Walker (760) 771-1234 Ext. 13 mikew@pgawest.org

Jamie Circle (760) 777-8807 Ext. 2 jcircle@drminternet.com

Rodney Bissell (714) 293-3749 rodney@bisselldesign.com

PORTOLA COUNTRY CLUB

THE VINTAGE GROUP

RENEWING VOLUNTEER LEADERS

Kimberly McKinney GALLERY OWNERS ASSOCIATION Randall Cargill James Field Neal Victor LAKE LA QUINTA HOMEOWNERS ASSOCIATION Donna Spafford MIRA VISTA AT MISSION HILLS Kay Everley Guido Portante Marcia Ruthledge Paul Sepulveda Michael Traidman MISSION LAKES COUNTRY CLUB

NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC

Alyssa Ryan (760) 346-1161 aryan@drminternet.com

Jaime Mann (760) 534-1498 jaimemann1031@gmail.com

Jeremy Newman (844) 560-7300 jeremy@hoacpa.com

Estephany Vasquez (760) 346-1161 evasquez@drminternet.com

NEW VOLUNTEER LEADERS

RAMON ESTADOS HOMEOWNERS ASSOCIATION

PATIO GUYS

John Walters (818) 486-2463 jwalters@drminternet.com

LA ROCCA CONDOMINIUM OWNERS ASSOCIATION

Terry Conaway David Greig

Brian Jaffe Roger Pilley

SEVEN LAKES HOMEOWNER ASSOCIATION, INC.

Henry Meza (714) 241-1200 commercial@patioguys.com VINTAGE ASSOCIATES/ECOWISE LANDCARE Kyle Gritters (760) 772-3673 kyleg@thevintageco.com

RENEWING MANAGEMENT COMPANY MEMBERSHIP

AVAIL PROPERTY MANAGEMENT Michell Santiago (760) 771-9546 michell@availhoa.com

LAKE LA QUINTA HOMEOWNERS ASSOCIATION Ronald Poulsen Bridgette Roman

DESERT BRAEMAR, INC.

MISSION LAKES COUNTRY CLUB

Phillip Rile (760) 328-2753 philliprile@gmail.com

William Aldridge Peggy Brown-Baxter Trish Carney Jim Nelson Jim Smitham

VINTAGE GROUP

David Drury Brian Wright

Silas Dreher ST. AUGUSTINE OWNERS ASSOCIATION Benjamin Boish Sarah Disney Sabina Dorn Jon Jahr Jack Veth

Amy Moore (855) 403-3852 amy@vintagegroupre.com

ARE YOU ELIGIBLE TO BE VACCINATED?

COVID-19 VACCINES 4

Quorum July, March, 2021 2021

https://covid19.ca.gov/vaccines/ DID YOU KNOW YOU CAN GET NOTIFIED WHEN IT’S YOUR TURN?

https://myturn.ca.gov/

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

CONTENTS

FEATURES 4 10

By Marilyn Ramos

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.

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MIKE REY

CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

By Mike Mastropietro

17 18

Pictures from CAI-CV’s Past Communication – The Successful Special Assessment Plan By Christina DeJardin, Esq. and Holly Smith, CMCA, AMS, PCAM

24 Transition from Developer to Owner Control Made Easy (Easier) By Steven S. Weil, Esq. and Aaron D. Zimmerman, Esq.

27 CAI-CV Medallion Community Recognition CAI-CV Recognizes Mira Vista at Mission Hills By Jay Jarvis, CMCA, CCAM

29 Thank You to CAI-CV Chapter Angels 31 Fund Accounting for Community Associations By Jeremy Newman, CPA

34 The Ethical Dilemmas of Community Association Insurance By Joel W. Meskin, Esq., CIRMS, CCAL Fellow, MLIS, EBP

43 Breaking Point: Examining Aging Infrastructure in Community Associations By CAI’s Foundation for Community Association Research

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

DEPARTMENTS

Associa Desert Resort Management CAI-CV

CAI-CV 40th Anniversary Interviews with Past Presidents

50 MARKETING 2021 – UPDATED Advertising & Sponsorship Plan

C.L. Sigler & Associates, Inc.

EDUCATED BUSINESS PARTNER

Covid-19 Vaccines Indian Ridge

GEN WANGLER, ESQ. 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

SECURITY

20 Budgeting for Security, an Essential Exercise for Your Association By Kimberly Burnett

CLAC UPDATE

28 Legislative Update By Jay Jarvis, CMCA, CCAM

LANDSCAPING

36 Preparing Our Landscapes and Gardens for Summer By Warren Miller and Carissa Sheen

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.

HOA LAW

38 Drafting Effective Vendor and Construction Contracts (Part 3) By Wayne S. Guralnick, Esq.

POOLS

40 Ask The Pool Guy By Mark Feldstein CAI-CV.org

facebook.com/CAICV

@CAI-CV

Brought to you by Gardner Outdoor and Pool Remodeling 801 Gable Way El Cajon, CA 92020 | gardnerremodel.com

Do you need a little deliciousness in your life? The Quorum Committee is collecting recipes for upcoming issues. Send your favorites to RECIPES at ADMIN@CAI-CV.ORG.

CAI-CV

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners Julie R. Balbini, Esq., Fiore Racobs & Powers, A PLC 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 July, 2021

CONTENTS

CHAPTER NEWS 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

New & Renewing Members

Educated Business Partners

President’s Message

List of Advertisers

Have You Heard By Holly Smith, CMCA, AMS, PCAM

Printed Quorums NOW Available

2020 Chapter Award Nomination Form

CAI-CV Launches New Career Center

Mira Vista at Mission Hills HOA

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. SECRETARY

STEVEN SHUEY, PCAM TREASURER

LIKE & FOLLOW CAI-CV on Facebook and Instagram

CAI-CV

Volunteers Needed – CAI-CV PR & Communications Committee

CAI-CV Membership Drive

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

DAN FARRAR, CMCA, AMS DIRECTOR FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

LONI PETERSON, PCAM DIRECTOR

Sponsored by Prendiville Insurance Agency

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

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.

CAI-CV IS GOING LIVE IN OCTOBER! Mark Your Calendars - New Fall Dates

CAI-CV Shredding Event Wednesday, August 25, 2021, 10:30 am to 1:30 pm

CAI Board Leader Certificate Program Friday, November 5, 2021

CAI-CV Educational Lunch Program & Virtual Mini Trade Show Bids & Contracts Friday, July 16, 2020, 11:30 a.m. via Zoom

CAL LOCKETT

Executive Director clockett@cai-cv.org

CAI-CV 40th Anniversary Celebration & Wine Tasting Friday, November 12, 2021, Shields Date Garden

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA CAI-CV

CAI-CV Corporate Sponsors

EVENTS

Associa Desert Resort Management

EDUCATED BUSINESS PARTNER

2021 Titanium Sponsor Spotlight C.L. Sigler & Associates Inc.

Fiore Racobs & Powers, A PLC

Personalized Property Management EDUCATED BUSINESS PARTNER

By CAI-CV’s Professional Managers Committee

Margaritaville – CAI-CV Annual Bowling Tournament Friday, October 1, 2021, 5:30 p.m., Palm Springs Lanes

Spooktoberfest Celebration Friday, October 29, 2021, 5:30 p.m., Sunshine Landscape

Updated 2021 CAI-CV Calendar

Fall In-Person Events

Upcoming Events 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

e hope everyone had a safe and enjoyable Independence Day holiday. Our July issue of Quorum includes another collection of excellent articles. We were reminded last month that the importance of education in the HOA industry cannot be overstated. I want to offer our Chapter’s heartfelt prayers to the families impacted by the tragedy in Surfside, Florida. CAI’s foundation published an excellent study last year outlining specific recommendations for HOAs dealing with aging infrastructure. We are republishing the study in this issue. Please see page 43. Our July educational programs include a Manager on the Run (MOTR) for managers and assistant managers on Friday, July 2nd about obtaining bids and comparing requests for proposals (RFPs). Our guest speakers are Chet Oshiro (EmpireWorks) and Dafne Gonzalez (Dunn-Edwards Corporation). On Tuesday, July 13th, we will hold our next Board Member Workshop (BMW) on the topic of reading and understanding HOA financials. CAI-CV Board Secretary and Director, Steven Shuey, PCAM, will teach this class and association board members may attend in-person in the CAI-CV classroom or via Zoom. Our next Educational Lunch Program and Mini Trade Show will be on Friday, July 16th via Zoom, and will focus on bids and contracts. Our guest speakers are Cang Le, Esq. (Angius & Terry, LLP), Chris Sigler (C.L. Sigler & Associates, Inc.), and Jennifer Zeivel, PCAM (Associa Desert Resort Management). You may sign up for CAI-CV programs at www.cai-cv.org. Our major fundraising and networking events begin in October. These include the Annual Bowling Tournament on

Quorum July, 2021

October 1st, Oktoberfest (Spooktoberfest) on October 29th (see page 33), our 40th Anniversary Wine Tasting on November 12th (see page 13) and our annual Golf Tournament on December 10th. We will also begin in-person Educational Lunch Programs & Mini Trade Shows at Palm Valley Country Club on October 22nd with CAI-CV’s Annual Legislative Update. See page 72 for more details. These event committees are all looking for more volunteers. As a reminder, you may join any CAI-CV committee by clicking HERE (https://cdn.ymaws.com/ www.cai-cv.org/resource/resmgr/2021/ volunteer_form.pdf) for the committee volunteer form. Please join me in thanking our Chapter Angels. Many companies who donated all or some of their unused 2020 sponsorship dollars to the Chapter’s COVID relief fund are listed on page 29. Please reach out to these companies when you need their services and thank them for their generosity. If you have not made reservations for CAI’s National Conference & Exposition “Community Now” on August 18th through 21st in Las Vegas, you can register by clicking HERE: (https://www. caionline.org/Events/2021Conference/ Pages/Registration.aspx). Please let the CAI-CV office know if you are attending. As a reminder, we have scheduled a shredding event on Wednesday, August 25th from 10:30 a.m. to 1:30 p.m. in the parking lot just in front of the CAI-CV office. Desert Arc is bringing their high-security mobile shredding truck. They will take papers, folders, CDs and computer hard drives. There is a minimal cost. See the ad on page 22. Congratulations to our newest

Medallion Community recipient, Mira Vista and Mission Hills. Mike Traidman, President of Mira Vista, Mira Vista Director, BG (RET) Guido Portante, and association manager, Maryann Ann Hoss, CMCA, AMS (Associa Desert Resort Management) were presented the Medallion for their community gate, along with a commemorative plaque. Thanks to Jay Jarvis, CMCA, AMS (HOA Office), Chair of the CAI-CV PR Committee for planning this event. Please see photos on page 27. You can learn more about the Medallion program that recognizes the Valley’s best run HOAs by clicking HERE: (https://cdn. ymaws.com/www.cai-cv.org/resource/ resmg r/2021/ca ic v meda l l ion 2021 _ webform2.pdf). On Friday, June 4th, we held a Manager on the Run (MOTR) on management soft skills. Our thanks to guest speaker Cang Le, Esq. (Angius & Terry LLP) for an excellent presentation. We also send our sincere thanks to Jennifer James, Esq. (HOA Legal Services) and Mark Dodge, CMCA, AMS (Associa Desert Resort Management) who presented a Board Member Workshop (BMW) on IDR and Mediation on Tuesday, June 8th. The program was another outstanding example of CAI education for homeowner leaders. On Friday, June 18th, we held our Educational Lunch Program & Virtual Mini Trade show called ASSESSMENTS, RESERVES, AND LOANS, OH MY! Thanks to our guest speakers, Lisa A. Tashjian, Esq. (Beaumont Tashjian), Jolen Zeroski, CMCA (CIT Bank), and Michael Graves, RS (SCT Reserve Consultants). Following the Governor’s announcement on June 15th that lifted COVID restrictions, the Programs Committee

ADVERTISERS put together a COVID in the Valley “ASK THE ATTORNEY” program on Friday, June 25th to help HOAs, managers, and business partners navigate the new and somewhat confusing State and federal guidance. Our thanks to Karen Sloat, Esq. (Law Office of Karen J. Sloat, APC) and Zach Smith, Esq. (Delphi Law Group, LLP) for an excellent update. We appreciate their expertise and their time. Thank you to our Programs and Education Committees, and all our guest speakers! It looks like July will be a month of transition to a post-COVID-19 world. I hope that means that we will be seeing you soon!

ASPHALT AMS PAVING...................................................................................... 26 ASPHALT MD'S.................................................................................. 21

ATTORNEYS FIORE RACOBS & POWERS, A PLC...................................................... 3

BANKS CIT....................................................................................................... 6

CONSTRUCTION EMPIREWORKS RECONSTRUCTION..................................................... 3

DESIGN BISSELL DESIGN STUDIOS, INC......................................................... 71

LANDSCAPING CONSERVE LANDCARE...................................................................... 26 DESERT ARC................................................................................ 22, 70 PRO LANDSCAPING, INC...................................................................... 3 PWLCII, INC....................................................................................... 42

MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT......................................... 2

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

PEST CONTROL

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

RESERVES

HAVE YOU HEARD By Holly Smith, CMCA, AMS, PCAM It is always exciting when we see the professional growth of our members. During this last month, the following CAI members earned new designations: A special congratulations to the Valley’s newest Professional Community Association Managers (PCAMs): Jeri Mupo, PCAM (Albert Management, Inc.), and David Schuknecht, PCAM (Personalized Property Management). CAI’s PCAM designation is recognized as the highest community association management designation throughout the United States and in nine countries. Congratulations also to CAI-CV managers who have recently made the next step in their professional development to earn their Association Management Specialist (AMS) designations: Rebecca Garret, CMCA, AMS (Associa Desert Resort Management), Danielle Lampreda, CMCA, AMS (Associa

POWERFUL PEST MANAGEMENT...................................................... 26

POOLS GARDNER OUTDOOR AND POOL REMODELING................................. 71 ADVANCED RESERVE SOLUTIONS, INC............................................... 3

TAX AND AUDITING SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC................................. 3

Desert Resort Management), and Synthia Salazar, CMCA, AMS (Associa Desert Resort Management). Taking the first step in CAI’s professional development process and earning their Certified Manager of Community Associations (CMCA) designations are Catherine Baker, CMCA (Associa Desert Resort Management), Liliana “Lily” Ortega, CMCA, of Pro Landscaping Inc. who earned her CMCA to better understand the issues facing her manager clients, Daniel Randles, CMCA (The Management Trust) and James Schmid, CMCA. Congratulations to all of you for working on your credentials and furthering your professional careers! It is through CAI education and attaining these designations that we elevate our industry. Holly Smith, CMCA, AMS, PCAM, has over 20 years of property management experience within Southern California. Holly works for Associa Desert Resort Management. She serves on the Quorum Committee. She can be reached at (760) 346-9918 or hsmith@drminternet.com.

CAI-CV.org

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@CAI-CV

FEATURE

INDIAN RIDGE By Marilyn Ramos

ndian Ridge Country Club in Palm Desert was developed by Sunrise Company and includes two associations located on 640 gorgeous acres with mountain views. Indian Ridge Homeowners Association has 467 condominiums that were completed in 1992, and Indian Ridge PUD Homeowners Association has 601 single-family homes that were completed in 1997. Indian Ridge is located at 76375 Country Club Drive across the street from Palm Valley Country Club. You can’t miss their beautiful gated entrance with unique stone and green-glass sculptures. The associations offer a nice range of residences from smaller condominiums to larger homes, but all integrated into a seamless cohesive community. Currently the desert contemporary architectural style residences are priced from $550,000 to over $2 million with up to four bedrooms and five bathrooms. The PUD assessments are $485 per month. The HOA assessments range from $838 to $895 per month. Both assessments include trash, cable and internet services, on-site management, janitorial and maintenance teams, a manned gate and other access gates. Between the two associations, there are 38 pools. There is even a dog park (not part of the assessments) available to those who pay

Quorum July, 2021

FEATURE an annual registration fee. The assessments also cover a variety of landscape maintenance and building maintenance depending on the association in which you reside. The Indian Ridge Country Club is operated separately from the two associations. It is a private equity club and one of the few completely member-owned, member-operated country clubs in the Coachella Valley. Facilities include two 18-hole Arnold Palmer Signature golf courses, tennis, pickleball and fitness center, a full-service day spa, three restaurants, and an extensive social calendar. Indian Ridge Country Club offers several membership levels and flexible membership programs. When asked about what homeowners liked best about their community, HOA Board President, Joel Mark, responded with, “The better question is what is there not to like about Indian Ridge?” What he hears most often is that the residents – of both associations – appreciate the relaxed hassle-free atmosphere and a social life that caters to many tastes. He also consistently hears praise for the staff of both associations and the golf club. The service and responsiveness from all staff are top notch. Jack Kane, Chief Financial Officer of the PUD told us that their homeowners appreciate the attractiveness of the community. The HOAs and club take great care to maintain a continuity of design for the entire community. He also said that Indian Ridge’s reputation among realtors is excellent. The community has a reputation as a well-managed premier golf community offering a full range of homes with competitive monthly assessments. Both Indian Ridge associations are managed by Jeri Mupo, CMCA®, AMS®, PCAM® from Albert Management, Inc. Jeri said, “Indian Ridge is one of the desert’s best examples of resort-style living.” The successful management of Indian Ridge includes a dedicated management team and an active board of directors.

"Facilities include two 18-hole Arnold Palmer Signature golf courses, tennis, pickleball and fitness center, a full-service day spa, three restaurants, and a never-ending social calendar. Indian Ridge Country Club offers several membership levels and flexible membership programs."

CAI-CV.org

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FEATURE

"The HOAs began upgrading the common area irrigation system to utilize water more efficiently. These areas include the main common areas as well as the irrigation systems for the resident's front and back yards, courtyards, and side yard areas." Each association has a seven-member board and both have support committees for finance, landscape, and architectural review. The two HOAs also have joint committees for community planning, emergency planning, safety and security, and maintenance review. As with most communities, Indian Ridge is proactive in dealing with water and energy conservation. The HOAs began upgrading the common area irrigation system to utilize water more efficiently. These areas include the main common areas as well as the irrigation systems for the resident's front and back yards, courtyards, and side yard areas. Of course, outside vendors are also instrumental in the successful operation of an association. Indian Ridge is proud to partner with CAI-CV business partners Allied Universal, Powerful Pest Control, Adams-Stirling PLC, Green Bryant & French, LLP, Horizon Lighting, Roof Asset Management, Vantage Construction, Carlsen & Brabo CPAs, SCT Reserve Consultants, Association Reserves, and Pro Landscaping. If you would like more information about Indian Ridge, you may contact General Manager, Jeri Mupo, PCAM, at (760) 772-7234 or by email to gm@irhoa.com. Marilyn Ramos is a Paralegal for Guralnick & Gilliland, LLP. She can be reached at (760) 340-1515 or by email at MarilynR@gghoalaw.com.

Quorum July, 2021

W I N E TA S T I N G & A U C T I O N Help CAI-CV Celebrate Our 40th Anniversary Friday, November 12, 2021 5:00 p.m. to 8:00 p.m.

Shields Date Garden (In-Person Event) • Champagne Reception • Heavy Hors D'oeuvres • Silent & Live Auctions • 40th Anniversary Gift $45 Members | $65 Nonmembers

REGISTRATION – CLICK HERE SPONSORSHIPS AVAILABLE – CLICK HERE A portion of the proceeds from the 40th Anniversary & Wine Tasting event will go to support the California Legislative Action Committee (CLAC).

CAI-CV.org

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Steven Shuey, PCAM, recently retired from Personalized Property Management but is still consulting with them. Steven serves on the CAI national faculty and teaches CAI’s professional management courses around the country. He currently is a Director and serves on the Executive Committee as Secretary on the CAI-CV Board. Steven has been involved with the Chapter for nearly 40 years, and has served in leadership on many committees. He has authored articles for Quorum and has taught many classes for CAI-CV over the years.

We also had our own internal politics with “deep state” groups attempting to run the Chapter from outside the board. Some were head-strong on breaking away from the national organization, along with other California chapters, without a full understanding of the impact that could have, especially given that all members are actually members of CAI national, and only assigned to our Chapter. Thankfully, that settled down quickly once CAI national recognized the issue and became more involved in helping the California chapters. The CAI organization was started with homeowner leaders as the strongest membership representation group. In the late ‘70s, it merged into an attorney lead group, as attorneys tried to bring help homeowner leaders

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Q: What were some of the goals for the Chapter you might remember?

A: In those years, we had goals of increasing homeowner leader membership. For unknown reasons, we had difficulty encouraging board members to join CAI. We had “regulars,” but we couldn’t seem to attract more. I also remember working to get the Chapter more involved in and supportive of CLAC. And, as mentioned, we wanted to find a way to let the business partners know how valuable they were to the Chapter and its membership.

industry and CAI-CV from the year you were president? becoming more restrictive and demanding of boards and management. The Chapter had some good committee members when it came to developing good education. The Quorum Committee worked hard to provide outstanding educational articles

understanding that they needed experts to guide them. By the time I became president, the largest membership group were managers. Business partners often felt they were just money providers and not truly valued. I remember the board exerting great energy to change that perception.

Q: What are a couple of your major memories about the A: I remember the laws were constantly changing and

SOCIATIONS

By Mike Mastropietro

STEVEN SHUEY, PCAM (CAI-CV PRESIDENT, 2001)

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CAI-CV 40th Anniversary Interviews with Past Presidents

FEATURE

Q: What were some of the challenges you faced? A: I started my year working with Terry O’Brien, who was the executive director at the time. We had small administrative issues working with the CAI database and I also remember that Terry had fallen off of his horse, breaking his hip, taking him out of commission. Thankfully, the Chapter had hired an assistant, Fr. Henry Kriegel (now Reverend Monsignor Henry Kriegel of St. Patrick’s Catholic Church in Erie, PA) and we worked with him to handle the office operations. He was eventually appointed as our executive director.

I remember consistently having to encourage various committees to keep Henry informed and involved with their committee operations. I saw Henry as the hub to all CAI operations, but there were others who didn’t agree. As in any organization, the president is sometimes expected to serve as if the job were full time. One of the biggest challenges for me as president was balancing my CAI duties with my regular job as a community manager.

Q: What do you think were your and/or the Chapter's greatest or most significant achievements?

FEATURE

A: We had achieved so much in the years prior to my service, that I felt it was most important to keep a steady course. While we didn’t change a lot, we focused on education and improving the industry.

Q: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes?

A: The CID industry has continually evolved. Communities managed by homeowner associations have grown significantly in number. Getting board members educated has improved greatly. I think trends are moving in the right direction, with the exception of legislation, which needs more attention by individual homeowners. Homeowners need to understand the impact bad legislation has on them and communicate directly with their legislators.

Community managers are seen in a more professional light. More community managers are obtaining professional designations, but for some, compensation has not followed. I hope associations will eventually recognize the amount of time, effort and expertise managers provide to their communities and reevaluate manager compensation. Many associations are so focused on keeping assessments low, they lose sight of how professional management helps them meet their fiscal and fiduciary responsibilities.

Q: Has CAI-CV and the industry evolved to where you thought they would be today?

MELISSA LAYTON, PCAM (CAI-CV PRESIDENT, 1986) Melissa Layton is the President/CEO for Property Management Services PMS in Bullhead City, Arizona. At the time Melissa served on the CAI-CV board and as president, she was the owner of Desert Resort Management, now known as Associa Desert Resort Management. Melissa remains involved with CAI-CV and continues to have a very positive influence on the Chapter and the HOA industry.

Q: What are a couple of your major memories about the industry and CAI-CV from the year you were president?

A: During the year I was president of CAI-CV the emphasis was on membership recruitment. We were a very small chapter and we recognized that we needed to get the word out to all local homeowner associations and persuade them to join CAI.

Q: What were some of the goals for the Chapter you might remember or some of the challenges you faced?

A: The number one goal for us was to increase membership and participation in the Chapter. We had many challenges like trying to engage management companies to help sign up their associations. It was also difficult to get the information directly to the associations.

A: I’m not very prophetic, so I do not remember thinking Q: What do you think were your andor the Chapters greatest of how the Chapter would evolve over the years. I’m happy with the way it has evolved, including the increase in homeowner involvement and the way the Chapter leadership does its part.

or most significant achievements?

A: Our greatest achievement was to help educate the management companies so they would help us recruit association members. It worked! As I recall, we doubled membership that year.

Q: Have you stayed involved in the industry and CAI-CV? A: Yes. I retired from Personalized Property Management, Q: Have you stayed involved in the industry and CAI-CV? the management company I spent the last 13 years with, A: I have stayed in the industry. I owned Desert Resort but I am staying involved with the Chapter and remain on the national faculty, teaching CAI courses around the country.

Q: Do you have any comments or suggestions to the current board and members, or to the industry?

A: Keep up the good work. I am part of the current board and understand its challenges. This board has the membership interest at heart.

Management (now Associa Desert Resort Management) and operated it for 25 years and then retired to Laughlin, Nevada. Before the end of the first year of retirement I bought a small management company across the river in Bullhead City, AZ, with a small division in Laughlin that I am still operating. I still belong to CAI-CV and attend functions when I’m able to.

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FEATURE

Q: What changes have you most noticed in the industry

A: CAI- CV and the industry have exceeded my

and CAI-CV, and what do you think about those changes?

expectations in growth, professionalism and sophistication.

A: I have observed that our industry has progressed to a Q: Do you have any comments or suggestions to the highly professional one. Education has improved for managers, board members and vendors and in turn the managers and other professionals in our industry are at a higher level than in the past. Professionals in our industry now recognize the value of CAI and its leadership in our industry. CAI-CV has done an amazing job of recruiting leaders in our industry, educating all involved, promoting and advocating for our industry, and have made events fun to attend.

current board and members, or to the industry?

A: My suggestion to everyone in our industry is to continue working together to be the best that we can be. Mike Mastropietro is Director of Client Services for OCBS. He can be reached at (714) 453-6300 or by email to Mike.Mastropietro@ocbsonline.com.

Q: Have CAI-CV and the industry evolved to where you

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

NEW DATE

VENUE

BOWLING TOURNAMENT (JUNE 25TH)

OCTOBER 1, 2021

PALM SPRINGS LANES

OKTOBERFEST (ORIGINAL DATE)

OCTOBER 29, 2021

SUNSHINE LANDSCAPE

40TH ANNIVERSARY & WINE TASTING (APRIL 16)

NOVEMBER 12, 2021

SHIELDS DATE GARDEN

GOLF TOURNAMENT (APRIL 30)

DECEMBER 10, 2021

DESERT PRINCESS

2020 and 2021 AWARDS (MARCH 26TH)

JANUARY 28, 2022

OMNI LAS PALMAS

IN-PERSON PROGRAMS

NEW DATE

VENUE

LEGISLATIVE UPDATE

OCTOBER 22, 2021

PALM VALLEY

NOVEMBER PROGRAM

NOVEMBER 19, 2021

PALM VALLEY

DECEMBER PROGRAM

DECEMBER 17, 2021

PALM VALLEY

Attention Sponsors: Sponsorships will sell out fast. Please contact the CAI-CV office at (760) 341-0559 if you are interested in sponsoring these events. CLICK HERE FOR A COPY OF THE CAI-CV ADVERTISING & SPONSORSHIP PLAN

Quorum July, 2021

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Pictures from CAI-CV's Past

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um August, 2017

Quorum August, 2017

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FEATURE

Communication – The Successful Special Assessment Plan

n our world there are two little words that can strike fear in managers, boards, and association members alike: Special Assessment. Depending on what the association’s governing documents allow, a special assessment can be levied for capital improvements that cannot be covered by the reserve fund, special projects or for other expenditures that the current budget will not accommodate. Typically, special assessments arise from the lack of reserve funding and various maintenance issues. No matter the reason, the California Civil Code is very specific on how to proceed forward with a special assessment. Under the Davis-Stirling Common Interest Development Act, boards can levy special assessments up to five percent (5%) of the budgeted gross expenses for the current fiscal year without membership approval notwithstanding more restrictive requirements in the governing documents. Civil Code §5605. Membership Approval. Unless it constitutes an emergency assessment, a special assessment that exceeds this 5 percent threshold must be approved by a majority of the voting owners once

Quorum July, 2021

By Christina DeJardin, Esq. and Holly Smith, CMCA, AMS, PCAM

a quorum has been established. (Civil Code §5605(b)) The statute defines "quorum" to mean more than 50% of the owners of an association. Because of the way the statute is worded, the quorum requirement is fixed at a majority of the owners. Language in governing documents that allows for a reduced quorum does not apply to special assessments. Special assessments can be a hard sell to a community. No one wants to pay above and beyond the monthly assessments. However, if you present the information correctly, you can successfully pass a special assessment. If a special assessment is being levied for a major construction project, we recommend using a professional project manager. The project manager’s job is to help you determine the scope of work, collect the bids, crunch the numbers, and present the board and community with a detailed budget and, if approved, to ensure that all the work is done to specification, on time and on budget.

Your project manager would also be key in communicating to the membership the major benefits and selling points of the special assessment. When this kind of information is communicated by a third-party professional, it takes pressure off management and the board while creating more credibility for the project plan. There is no such thing as over communicating information for a special assessment. From the start of the planning process, begin reporting on the progress of the plans in regular board meetings. This lays the foundation for the special assessment. Once all the information has been gathered and finalized, there are a series of foolproof communication tools to keep the momentum going. Town hall meetings are focused on homeowners and provide a forum for addressing their concerns and questions outside of a board meeting. A major project may require multiple town halls. With owners becoming more accustomed to attending meetings virtually, you may even want to consider holding town halls via Zoom or another electronic platform. A good presentation should include

FEATURE pictures that document the problems, the proposed solutions and project costs, timelines, and details as to how each phase will be completed and communicated to the members. Written communication is critical. Use the presentation from the town hall and send it to the association members by email, hardcopy, and post to the association’s website. Keep the information in front of everyone. This is a good reminder to owners and will help later with the collection of ballots. Consider sur veying members. Surveys let the owners feel involved in the process. If you have elected to include other large-scale projects or repairs, send out a survey asking owners what they feel is important. Once you have all the information, poll the owners again to see where they may stand in their vote. If you still have a lot of no’s, then go back to the town hall meetings and continue communicating about the importance of the project and the need to fund it. Once you are ready to send the ballot, don’t stop communicating. Flip the script from informative to a voting campaign. Attach the presentation or supporting documents to the ballot. Send weekly reminders for people to vote and reiterate the voting deadline. Other ideas may include hosting a voting day in your association and run it like a real voting event. Do something fun to get people to come and vote. Some ideas are giving out “I voted” stickers, holding a community potluck or barbecue where owners can vote, or holding a raffle for owners who return their ballots. Be sure to bring plenty of extra ballots for people to fill them out right then. Another good practice is to have the Inspector of Elections present to accept the ballots directly. When your assessment passes, communication doesn’t stop there. Management and the board must follow through and keep the membership updated and informed of the project’s

milestones. Designate a contractor, management representative or board member to document the project with photos at various stages. The board can then share the photos with the members so they can see the project progress from beginning to end. Pictures are priceless and show the members how well their money was spent. This is also a great way to document the project for the historical records of the association. It takes extra time, but with all the work and expense it requires to just get to the vote you will find that these tips

are well worth it and will help achieve positive results for the association. Transparency gains the trust and support of the association members and creates harmony. Communication can turn the negativity of a special assessment into a positive experience by highlighting the project benefits such as the increase in the owners’ property values. If you see a special assessment in your association’s future, prepare your communication plan and execute it as soon as you can. Being proactive will yield your best results.

"Do something fun to get people to come and vote. Some ideas are giving out 'I voted' stickers, holding a community potluck or barbecue where owners can vote or holding a raffle for owners who return their ballots."

Christina Baine DeJardin, Esq. is an attorney for the Delphi Law Group, LLP. She is a past president of the Chapter and serves on the Programs Committee and on CAI-CV’s Legislative Support Committee. Christina is also one of the Chapter’s two Delegates to the California Legislative Action Committee (CLAC). Christina may be reached at (844) 433-5744, extension 705, or by email at cdejardin@delphillp.com.

Holly Smith, CMCA, AMS, PCAM, has over 20 years of property management experience within Southern California. Holly works for Associa Desert Resort Management. She serves on the Quorum Committee. She can be reached at (760) 346-9918 or hsmith@drminternet.com.

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SECURITY

Budgeting for Security, an Essential Exercise for Your Association By Kimberly Burnett

udgeting is a necessary task that any homeowners association board must undertake as part of their annual responsibilities. The process helps the HOA plan for the coming year’s expenses and the budget serves as a guide that enables the board to make the right financial decisions throughout the year. The security line item can be one of the most costly entries and deserves careful consideration. An analysis of the security presence in a community is a good place to start. Are posted security guards or roving officers needed? Does the community need an officer to monitor who is entering or leaving? Have there been any crime problems that could have been avoided with a stronger security presence? Is 24-hour security needed, or just nights and weekends? Are officers being paid a

Quorum July, 2021

wage comparable to other communities and the market in general? Do we have the right security service for our needs? Determining the right level of security and the associated costs is an important part of updating the operating budget. Wages for security officers demand special attention, especially in the present economic environment. Current and planned increases in minimum wage are having a direct impact on the cost of hiring security personnel. The California minimum wage is currently $14 per hour for most companies and will be increased by $1.00 in January. Some areas may be higher still. At the same time, there is a general labor shortage, particularly for low wage positions, that is forcing many industries to raise wages beyond the minimum wage. Like many other industries,

demand for security personnel initially fell at the start of the pandemic but has since increased. Problems with filling open positions and reducing employee turnover are not new to the security industry. Finding qualified candidates that meet background check, reference and ability requirements can be difficult. Once a candidate is found, the importance and cost of training and outfitting is significant. Retention is more important in the security industry than in many others due to the high value of consistency. An officer that has been on the same assignment for a while is better able to spot something amiss than one just hired recently. Historically, wages for security officers are often low, sometimes at or just above minimum wage. The result is that competition for qualified candidates comes not only from other security agencies, but from a host of other industries. It can be difficult to hire and retain a qualified security officer when a warehouse or retail job offers an additional dollar or two an hour.

“THE SECURITY LINE ITEM IN THE OPERATING BUDGET CAN BE ONE OF THE MOST COSTLY ENTRIES AND DESERVES CAREFUL CONSIDERATION.”

PRINTED Q

UORUMS $4.95

MARCH 2021

You can now enjoy magazine quality paper copies of Quorum. The subscription price includes 12 monthly issues, January through December. The price will be prorated from the time you sign up until the end of the year. If you sign up in July, you will receive August through December for $41.25. This price includes postage within the U.S.

LABLE MARCH 2021

NOW AVAI MARCH 2021

These hiring, training and retention issues are a major reason that many HOAs engage a security partner to handle all the security needs. Not only does it ensure that the necessary protection is in place, but also takes advantage of the personnel experience that an industry professional brings to the table. Security is also an item that should be examined for inclusion in the budget reserve in the form of maintenance and upgrades to equipment. Developments such as biometric scanners, smartphone credentialing and cloud-based access controls, as well as improvements in camera technology, have made it necessary for HOAs to include security hardware upgrades in their reserve budgets. New technology can make communities safer and has come to be expected by residents. It can also help to reduce the reliance on live security officers in some instances but must be planned and implemented carefully. Automated systems must protect the residents of a community and at the same time avoid being too cumbersome or violating privacy. Not all security related reserve items are high tech. Lighting, locks and fencing on and around community amenities are a few of the other areas that should be examined as part of a reserve study. Developing and reviewing an HOA budget is an essential part of managing a community and the security line item should get special attention, particularly when the labor market is tight, or technology is changing. Discussing current options and costs with a security partner can help ensure that your HOA budget accurately reflects the protection needs of your community.

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FEATURES 9 10

COVID-19 Vaccines FEATU RES From the “Twits” to the “Eagles” THE CAI-CV SOFTBALL TEAM

9 COVID-1 13 CAI-CV Past Presidents’ Memories 9 Vaccines From 18 CAI-CV Presidents10 From 1981 to“Twits” 2021 the to the CAI-CV Chapter Directory13 Covers From 1992 to 2021 “Eagles” THE CAI-CV Past Presiden SOFTBALL 18 CAI-CV LL TEAM ts’ Memories TEAM 21 Quorum Magazine Covers From 1983 ts to 2021 Presiden SOFTBA From 1981 20 THE CAI-CV to 2021 COVID-19 Vaccines “Eagles” 9 Director 23to the A Look Back in Time – Chapter Celebrating CAI-CV’s y Covers From 21 Quorum the “Twits” es 1992 to 2021 40th Anniversary with Wayne Guralnick, Esq. 10 From Magazine Covers ts’ Memori Past Presiden From 1983 2021 23 A Look Back and Palm Desert Councilman Sabby Jonathan, CPA 1981 to 13 CAI-CV to 2021 From in Time – Celebrating to 2021 Presidents 40th 1992 the CAI-CV’s 18 CAI-CV 24 PhotosFrom Through Years Anniversary with Wayne Guralnic to 2021 and Palm Desert Directory Covers 1983 Chapter From k, Esq. 20 40 What a Difference Years Makes Councilman s 24 40Photos Magazine Covers Sabby Jonatha ting CAI-CV’ Through the 21 Quorum n, CPA – Celebra 54 When Sponsors Become Years Esq. Angels 40 k, What Back in Time Wayne Guralnic aCPA Difference 23 A Look n, with 40 Years Makes ary Jonatha When Sponsor Sabby54 40th Annivers Councilman s Become Angels and Palm Desert Years Through the 24 Photos 40 Years Makes a Difference Angels 40 What Sponsors Become 54 When

FEATU RES20

CAI-CV Turns 40

40 10, 2021! onns March CAI-CV Tur 2021! CAI-CV Tur on March 10, on March 10,ns 40 2021!

Order 20 or more of your favorite issue for $8.25 each. (Includes U.S. postage; March 40th Anniversary issue is $12.25 each)

ORDER YOUR COPIES TODAY!

Order any single copy of Quorum for $9.99. (Includes U.S. postage; March issue is $14.99.)

Please call the CAI-CV office at

CLICK HERE (760) 341-0559

if you have questions or suggestions.

Kimberly Burnett is the Business Development Manager at DSI Security Services. Kimberly can be reached at (909) 238-3827 or by email at kburnett@dsisecurity.com.

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CAI-CV MEMBERSHIP SHREDDING EVENT Wednesday, August 25, 2021 10:30 am to 1:30 pm

WE’RE LOCAL AND

Or, until the high-security, mobile shredding truck is full

COMPETITIVELY PRICED!

760.404.1370 760.404.1370 $5 Per File Box or Bag DesertArc.org

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Confidential Documents Computer Hard Drives

Celebrating CAI's 40th Anniversary Year in partnership with Desert Arc PARKING LOT OF CAI COACHELLA VALLEY CHAPTER OFFICE

75410 Gerald Ford Drive #102 in Palm Desert 22

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Quorum July, 2021

Proud Member of the National Association for Information Destruction (NAID)

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CHAPTER NEWS

ATTENTION CAI-CV MEMBERS PLEASE SEND US YOUR AWARD NOMINATIONS

2020 CHAPTER AWARD NOMINATION FORM Awards & Monte Carlo Night

Friday, January 28, 2022, 5:30 PM (Reservations available at CAI-CV.ORG) Omni Rancho Las Palmas Resort & Spa, Rancho Mirage On Friday, January 28th, 2022, CAI-CV will host the 2020 and 2021 Chapter awards ceremony. We are collecting 2020 nominations now and will collect 2021 nominations in December. Each year, CAI-CV recognizes members who have provided outstanding service to the chapter and industry. Please send us your nominations to be considered for the ten Chapter awards. Due to COVID, many committees planned their events and programs, and then had to replan them multiple times, and some events were eventually canceled. Help us to recognize the volunteers who went above and beyond during the pandemic. Award recipients will be selected by a committee of the CAI-CV Board, committee leadership and the chapter CED. Nomination forms must be turned in to the CAI-CV office by 5:00 p.m. on Friday, July 30, 2021 to be considered. They may be mailed to CAI-CV, 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211, or scanned and emailed to admin@cai-cv.org. 1) Lifetime Achievement Award A CAI-CV member who has provided outstanding volunteer service to the chapter for multiple years. This member will have contributed substantially to the chapter’s efforts to reach its vision and goals in the Coachella Valley.

2) Distinguished Service Award A CAI-CV member who has gone above and beyond to help the chapter meet its goals and objectives for 2020.

CAI-CV’S SPEAKEASY

MARK YOUR CALENDAR 2020 & 2021 AWARDS COMBINED! FRIDAY, JANUARY 28, 2022

4) Operations Committee of the Year A CAI-CV operational committee that has achieved a high level of success, reaching their committee goals and helping the chapter reach its vision. Choose from the: CLAC Legislative Support Committee Communications Committee Education Committee Homeowner Leader Committee Membership Committee Professional Managers Committee Programs Committee Public Relations Committee Quorum Committee Volunteer Committee

3) Special Event Committee of the Year A CAI-CV event committee that has achieved a high 5) Community Association Onsite level of success, reaching their committee goals and Manager of the Year helping the chapter realize its vision. A CAI-CV onsite manager member who has worked to promote professionalism in the CID industry Choose from: through their volunteer work with CAI. This award Awards Committee is for managers who are dedicated to serving only Bowling Committee one community, regardless of their work location. Golf Committee Oktoberfest Committee Wine Committee

THIS FORM IS ALSO AVAILABLE ONLINE AT WWW.CAI-CV.ORG.

6) Community Association Portfolio Manager of the Year A CAI-CV portfolio manager member who has worked to promote professionalism in the CID industry through their volunteer work with CAI. This award is for managers who serve more than one community.

7) Community Association HOA of the Year A CAI-CV community association member that exemplifies excellence in common interest development (CID) operations, education and service to its homeowners and has participated in CAI’s educational programs and fundraising efforts for CLAC.

8) Homeowner Leader of the Year A CAI-CV homeowner leader member who promotes community association board level education and professionalism within the HOA industry and who has helped CAI-CV reach its goals and vision.

9) Business Partner of the Year A CAI-CV business partner member (company) that has provided time and resources to help the chapter reach its goals and objectives in 2020. Please see list of Chapter Angels in the July Quorum, page 29.

10) Educated Business Partner of the Year A CAI-CV Educated Business Partner member (individual) who has provided time and resources to help the chapter reach its goals and objectives in 2020. Please see list of Chapter Angels in the July Quorum, page 6.

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FEATURE

Transition from Developer to Owner Control Made Easy (Easier) By Steven S. Weil, Esq. and Aaron D. Zimmerman, Esq.

rom inception through the sales period, governance decisions for a community association are made by a board of directors, a majority of whom are employees of or chosen by the project developer. At some point, depending on the association’s size, the housing market, project phasing, provisions of the governing documents or other factors, owners will be in charge. This article discusses this transition from developer to owners. For a deeper dive, follow this link to our Transition pamphlet: https://www.berding-weil.com/ publications/guide-to-transition/

UNDERSTAND EVERYONE’S PERSPECTIVE Understanding the perspectives of the four stakeholders during the transition period will improve the chances of a successful transfer of power from the developer to owners. The developer and its board representatives want to quickly and efficiently sell its homes and conclude their involvement in association operations. Owner-directors want to understand and keep those operations functioning smoothly, assure the proper completion of common areas and amenities and address with the developer legitimate membership concerns. Members want “warranty” and “punch-list” compliance and to obtain all the benefits promised by the developer’s sales team and marketing materials. The managing agent wants to satisfy the developer who initially hired them and with whom they may have other ongoing projects, to perform their contract and continue to serve as the manager once the developer is gone. Even with everyone acting in good faith, the perspectives, interest, and goals of the stakeholder groups may not always align. Owners may have unrealistic expectations about the developer’s obligations; management (and even developer-directors) may not have a great degree of influence with the 24

Quorum July, 2021

developer; the developer (especially those which are relatively small or inexperienced) may not have the resources to respond to owner or owner-director requests or they may be unwilling to do so. None of this is to criticize any of the stakeholders but only to suggest to owner-directors that a realistic appraisal of the parties different interests and "bandwidth" is essential to an effective and efficient transition from developer to owner control.

RECORDS Acquisition of records is obviously important. Use of a checklist is wise. One can be accessed through our online Transition pamphlet. Below is a short summary. We suggest setting a special meeting with developer representatives and management to go over the checklist to verify what has been and will be provided. Generally, the records an association needs fall into these categories: governing documents, financial records, maintenance records, warranties, bond information, and “dayto-day” documents. Governing documents includes the familiar ones: all CC&Rs, amendments, annexations, bylaws, policies, and rules. Others might include all easements, development agreements, conditions of approval imposed by local government agencies, subdivision maps and the condominium plan. “Financial records” include all ledgers, budgets, reserve studies, DRE form 623 (the “Budget Work Sheet” submitted on the developer’s behalf to the Department of Real Estate) https://dre.ca.gov/files/pdf/forms/re623.pdf, all banking records and assessment collection information. Maintenance records, warranties and bond information include an inventory of all the association’s real and personal

FEATURE property; manufacturer care instructions and warranties of common area components (HVAC and other mechanical components, elevators, windows, entry gates, exterior cladding, pool equipment, etc.); a list of contractors, building plans and permits and expert reports; lien releases; and maintenance and repair records and the maintenance manual (if any). Also useful are common area completion bonds and the Planned Construction Statement (PCS). The latter identifies common area components required to be completed by the developer (and note, claims against this bond expire two years from the estate's date of the completion -- a component listed on the “PCS”). A list of all post-construction repairs performed by or on the developer’s behalf is also important. Day-to-day documents run the gamut from prior legal opinions, architectural modification approvals, enforcement letters, insurance policies and claims, membership communications, parking permits and assignments, minutes, senior housing verifications, and others. Again, a detailed list is provided in the transition checklist.

REPAIRS, THE MAINTENANCE MANUAL AND THE COMMON AREA WALKTHROUGH

CONSTRUCTION DEFECT CLAIMS In our experience, defect issues arising in the transition stage pose unique challenges. A complete discussion of those issues is beyond the scope of this article. Opportunities exist for teaming up with a developer to deal with product failures or to quickly resolve problems (including those arising out of balcony inspections). An important consideration concerns statutes of limitations. Many are short, ranging from one to four years from certain triggers. One trigger is called “close of escrow”; it usually refers to the date an owner director is first elected to the board. This puts enormous pressure on owner directors while the developer retains majority control of the board. Owner directors need independent advice from the association’s counsel to address these issues and consistent with their own fiduciary duty, this step should not be interfered with by the developer directors.

TAKING CHARGE A transition is not just about developer issues. Unrelated tasks include a budget and policy review in time to make desired changes prior to distribution of the next Annual Budget Report (for most associations, this happens around Thanksgiving); a review of architectural and enforcement goals and processes; and a review of all vendor contracts and their performance. Meetings with vendors (like landscapers, pool contractors and insurance brokers) to communicate director expectations or to facilitate understanding of their duties is useful. Finally, it is important that the new board earn the respect and confidence of the membership. Care should be taken not to over-promise what the board can achieve in the first year of the owner “new” community. Earning confidence can be achieved by meetings, newsletters, the creation of committees and the solicitation of membership input on community goals and policies.

An inherent tension arises when repairs are needed. The developer and its representatives may believe that such repairs are maintenance items to be funded from assessments. Owners, including those on the board, may complain that the problems are actually construction defects that should be fixed at the developer's expense. Each case is different. Prompt and candid dialogue on both sides may not resolve this tension but will minimize disputes and illuminate outstanding issues for resolution perhaps through an SB 800 or other process. The use of a neutral third party may help at any stage depending on the nature of the dispute and the potential repair cost. Typically the developer will want to turnover to the association common area components. A walkthrough will entail STEVEN S. WEIL verification that common area components have actually been installed. The association will be asked to sign off. The association should be represented at this meeting by owners (a committee or director[s]) and the manager may attend as well. The process is misunderstood but useful. Misunderstood AARON D. ZIMMERMAN because once common area is annexed, the association is responsible for maintenance regardless of a sign off and useful because it provides an opportunity to identify conditions that require attention. Typically, they will involve landscaping, fencing, furniture, and equipment. In the perfect case, this walkthrough will occur before the two year common area AREAS OF PRACTICE completion bond expires. In any case, the association’s sign off should be an acknowledgment of what is conveyed but not PROFESSIONAL HISTORY a release of claims. PRINCIPAL | BERDING & WEIL LLP sweil@berdingweil.com

Steven S. Weil, Esq., Principal, is with the law firm of Birding Weil and can be reached by calling (800) 838-2090, or by email to sweil@berding-weil.com

PARTNER | BERDING & WEIL LLP AREAS OF PRACTICE azimmerman@berdingweil.com

Steven Weil is one of the founding principals of the firm and serves on its Executive Committee. He has practiced community association law since 1984 and has helped clients address virtually all types of challenges arising out of the operation of community associations. Early in his career his practice included construction defect claims. More recently he has been the “architect” of numerous votes helping Boards obtain membership approval to initiate arbitration and litigation (and loans, amendments and special assessments). Other areas of practice include advising clients on compliance with association, board and member duties under the DavisStirling Common Interest Development Act and other state and federal laws; analyzing fiduciary duty, free speech, discrimination, parking and insurance issues; assisting communities address construction needs; and handling CC&R and architectural enforcement matters. Steve is especially effective in helping communities facing political challenges and financing large capital improvements or other projects requiring membership or judicial approval.

PROFESSIONAL CREDENTIALS

Aaron D. Zimmerman, Esq., Partner, is with the law firm of Birding Weil and can be reached by calling (800) 838-2090, or by email to azimmerman@berding-weil.com

Mr. Weil has received numerous accolades from peers. He has the highest rating (AV) available from MartindaleHubbell, was elected by community association attorneys around the country to the Board of Governors of the College of Community Association Lawyers (and elected President by the Board for 2017) and with a co-author from Colorado earned the first ever award for best CCAL Manuscript (for Voting Trends throughout the United States). He has been selected as a Super Lawyer for many years and has been received educational awards from the California Association of Community Managers. He has been a faculty member for that organization over two decades teaching law and ethics (with a text he co-authored) to hundreds of portfolio and other managers throughout the state. Mr. Weil is among the most well-known and sought after educators and lecturers on matters relating to community associations in the country. He has given state wide and national presentations Aaron Zimmerman practices in the litigation department at of Berding|Weil, a wide variety of real before attorneys, accountants, owners, directors and managers many reputablehandling trade organizations, including estate andthecommon interest development matters, with a focus on residential, commercial and recreational Community Association Institute and the Educational Community for Homeowners (ECHO).

facility construction defect lawsuits, as well as complex litigation. Mr. Zimmerman also represents commercial EDUCATIONAL HISTORY property owners in negotiating contracts and third-party services, drafting purchase and sale agreements and advising on reconstruction projects. Mr.post-recovery Weil received his Juris Doctor from the University of San Francisco in 1980 and his Bachelor of Arts degree in Historyhas from the Statemultiple University of New York at“Rising Binghamton 1976. bestowed upon no more than 2.5% Mr. Zimmerman received Super Lawyer Star” in awards, of eligible attorneys in the State of California. 925.838.2090

Prior to joining Berding|Weil, Zimmerman at a San Francisco law firm specializing in estate W W W.Mr. BERD I N G W E I L . C Opracticed M planning, tax and probate matters. Prior to pursuing a legal career, he worked in the construction industry.

EDUCATIONAL HISTORY Mr. Zimmerman received his Juris Doctor in 2011 from the University of San Francisco, where he was a merit scholarship recipient. He also earned an M.B.A. from the University of San Francisco School of Management, where he was a member of the Dean’s List. Zimmerman graduated cum laude with a Bachelor of Arts degree from Eastern Nazarene College in Quincy, Massachusetts in 2003, where was a member of the N.C.A.A. basketball team and the national history honor society, Phi Alpha Theta.

SPECIAL INTEREST GROUPS Aaron frequently participates in Board Member education seminars and new homeowner orientation seminars. He is affiliated with the Executive Counsel of Homeowners (ECHO), Community Associations Institute (CAI), and California Association of Community Managers (CACM). He is often involved in working with managers through his affiliations in the industry trade groups, helping to increase their educational advantages.

PROFESSIONAL MEMBERSHIPS State Bar of California

858.625.3900 W W W. B E R D I N G W E I L . C O M

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Honesty, Quality, Integrity. These guiding values have allowed AMS Paving to become the #1 choice for community associations in the Coachella Valley. Proudly serving The Coachella Valley since 1981!

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Quorum July, 2021

FEATURE

CAI-CV Medallion Community Recognition CAI-CV Recognizes Mira Vista at Mission Hills as a Medallion Community By Jay Jarvis, CMCA, CCAM

On June 23, 2021, CAI-CV presented the Medallion Community recognition to Mira Vista at Mission Hills. Medallion Communities adhere to CAI’s best practices and are among the finest HOAs in the Valley to call home. At the ceremony, Mira Vista President Mike Traidman, Director BG (RET) Guido Portante, and community manager, Maryann Hoss, CMCA, PCAM received the Medallion Community signage and plaque acknowledging them as a best practice community. CAI-CV President Matt Lawton, CIC, CIRMS, from Prendiville Insurance Agency made the presentation. Upon receiving the Medallion, Mike Traidman said, “When visitors and potential homebuyers come to Coachella Valley, they immediately hear from residents and realtors alike that Mira Vista is one the best places in the Valley to live. That is why I chose Mira Vista as my home. We are honored to be recognized as a CAI-CV Medallion Community.” The Coachella Valley has more than 800 HOAs, and nearly 80 percent of Valley residents reside in an HOA. CAI-CV started its Medallion Community program earlier this year to recognize Coachella Valley HOAs that pursue best practices in community management, legal, financial, and building community spirit. HOAs that are interested in becoming Medallion Communities must complete a comprehensive application. Only HOAs that can show that they have adopted CAI’s best practices qualify for Medallion Program recognition. E.J. (Jay) Jarvis II, CMCA, CCAM is a 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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CLAC UPDATE

Legislative Update By Jay Jarvis, CMCA, CCAM, AMS

AI's California Legislative Action Committee (CLAC), of which CAI-CV is a participant, tracks bills (legislative proposals) and advocates to have them either approved or defeated. Each year, dozens of bills are introduced by the California Legislature in Sacramento that impact HOAs. Some of these proposals are beneficial and may have been solutions proposed by CLAC. However, there are other bills, while well intended, that negatively impact HOAs. CLAC fights to amend or kill these bills to protect the HOA industry. HOAs can participate in the legislative process by supporting CLAC with $1 per household through CAI’s Buck-A-Door Campaign. CLICK HERE to participate.

LEGISLATIVE UPDATE AB-502 (DAVIES) – SUPPORT. IN SENATE JUDICIARY COMMITTEE This bill will allow election by acclamation for all associations when the number of candidates is equal to or less than the number of open board seats.

SB-10 (WIENER) – OPPOSE. SENT TO LOCAL GOVERNMENT COMMITTEE This bill would authorize a city or county to pass an ordinance to zone any parcel for up to 10 units of residential density, if the parcel is in a transit-rich area, jobs-rich area or an urban infill. The bill also voids any language in a community association’s governing documents that restricts or prohibits an individual from any such development after an ordinance is adopted.

SB-9 (ATKINS) CAI-CLAC WAS OPPOSED TO THIS BILL UNLESS IT WAS AMENDED. A call to action was announced to contact our Senators. Thank you to all our owners, managers and business partners

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who responded to the call to action. SB-9 passed on 5/26/2021 with bipartisan support. The author specifically stated the bill does not impact CIDs and does not override their governing documents. - Passed Senate

SB-391 (MIN) – SUPPORT. 3RD READING IN ASSEMBLY This bill will allow for common interest developments throughout California to conduct meetings via teleconference during a state of emergency. Governor Newsom issued Executive Order N-25-20, authorizing a local legislative body or state body to hold public meetings via teleconference during the COVID-19 pandemic but no such authority was extended to community associations, which are required to provide a physical location for board and member meetings under the Davis- Stirling Act. SB-391 addresses this issue by allowing associations to conduct meetings via teleconference during a state of emergency.

AB-1101 (IRWIN) – SUPPORT This is a CLAC sponsored bill to clean up issues with our financial security bill (AB-2912). AB-1101 (Irwin) passed the Assembly Housing and Judiciary Committees with bipartisan support. AB-2912 (Irwin, 2018) requires HOAs to secure additional insurance and review documents on a more regular basis in order to curb fraudulent activities. E.J. (Jay) Jarvis II, CMCA, CCAM is a 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.

FEATURE

Thank you

CAI-CV CHAPTER ANGELS 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.

Alan Smith Pool Plastering AMS Paving, Inc. Asphalt MD's BPR Inc. BRS Roofing Inc. C. L. Sigler & Associates, Inc. CIT Conserve LandCare Delphi Law Group, LLP DSI Security Services Eagle Roofing Products EmpireWorks Reconstruction and Painting Fiore Racobs & Powers, A PLC Flood Response Frazier Pest Control, Inc. Gardner Outdoor and Pool Remodeling

GrandManor Green Bryant & French, LLP Horizon Lighting Inc. LaBarre/Oksnee Insurance Agency, Inc. Pacific Western Bank Patrol Masters, Inc. Precision Pool Tile Cleaning Pro Landscaping, Inc. Rey Insurance Services, Inc. Seacoast Commerce Bank Securitas Security Services Sherwin-Williams Paint Company Superior Roofing The Management Trust The Naumann Law Firm, PC Vantage Point Construction, Inc. Vista Paint Corporation Western Pacific Roofing

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CAI-CV Educational Lunch Program & VIRTUAL Mini Trade Show

CAI BOARD LEADER CERTIFICATE NOW Offered online, or in-person at the CAI-CV office on

Friday, November 5, 2021

“I had no idea what I didn't know about the world of HOAs until I went to this training. It was so thorough. I hope all community board members will take this amazing course and read the materials to receive their CAI certificate and recognition.” – Lisa J. Olson, Mountain Villas HOA The CAI Board Leader Certificate is designed to provide a foundation for effective community association board leadership. Whether you are an experienced board member or just thinking about getting involved, this certificate will help you become a more informed and effective leader.

To Earn the CAI Board Leader Certificate: 1) Complete the CAI Board Leader Certificate Course (also known as the Board Leader Development Workshop). This course is offered in two formats: classroom instruction through CAI chapters (offered at CAI-CV on 11/5/2021 at the CAI-CV office (CLICK HERE), or an online, selfstudy course (available now by CLICKING HERE). 2) Acknowledge that you have read and understand three key documents (available at www.caionline. org): 1) Model Code of Ethics for Community Association Board Members 2) Community Association Governance Guidelines 3) Rights and Responsibilities for Better Communities

Via Zoom

Friday, July 16, 2021 11:30 a.m. – 1:00 p.m. CLICK HERE to Register LUNCHEON TOPIC:

BIDS AND CONTRACTS GUEST SPEAKERS

Cang Le, Esq. Angius & Terry, LLP

Chris Sigler

C.L. Sigler & Associates, Inc.

Jennifer Zeivel, PCAM Associa Desert Resort Management

PLEASE THANK AND SUPPORT OUR JULY PROGRAM SPONSORS

ET Water/Jain Irrigation PLEASE THANK AND SUPPORT OUR JUNE PROGRAM SPONSORS CIT C.L. Sigler & Associates, Inc. Conserve LandCare Seacoast Commerce Bank

Recognition Community leaders who complete the CAI Board Leader Certificate Course will receive a certificate of completion and recognition on the CAI website. 30

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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

FEATURE

Fund Accounting for Community Associations By Jeremy Newman, CPA

California Civil Code requires boards of directors to perform all of the following on a monthly basis: 1. Review a current reconciliation of the association’s operating accounts.

2. Review a current reconciliation of the association’s reserve accounts.

3. Review the current year’s actual operating revenues and expenses compared to the current year’s budget.

4. Review the latest account statements prepared by the financial institutions where the association has its operating and reserve accounts.

5. Review an income and expense statement for the association’s operating and reserve accounts. To be in compliance with civil code requirements, associations should account for operating and reserves activity separately, known as fund accounting. Fund accounting performed accurately provides the basis for financial reports which present operating and reserves activities separately. Because some income and expenses are for operating purposes and some is for reserves purposes, accounting for activity and presenting the results of that activity clearly, by fund, on financial reports provides the board of directors and management information to help manage the association. Most associations use two funds: Operating and Reserves. Activity related to monthly operations is recorded in the operating fund. A reserve fund is used to account for transactions related to setting aside funds for future use, typically based on a reserve study. When management companies and boards of directors prepare annual budgets, they determine how much money is needed for operating activities, and how much should be saved for future reserves expenses. Monthly assessments are calculated based on projected operating expenditures and contributions to reserves. Fund separation is part of the process.

Fund accounting will provide data for reporting that enables boards to comply with civil code and review operating revenues and expenses versus budget, and to review operating and reserves statements. Associations should maintain separate bank accounts for operating and reserves to prevent commingling of designated funds. It is important to maintain transparency of any transfers between funds by recording the activity in each fund and presenting the transfers on the face of financial statements. In our opinion, transfers are effectively a budget change and board authorization should be documented in board meeting minutes. Due between funds balances occur when one fund has paid for an expense on behalf of another fund and reimbursement is expected. Separate bank accounts and accounting funds should be used for special purpose activities including special assessments and litigation settlements. California Civil Code has strict directives for monthly review of operating and reserve accounts and activity. Accurately accounting for activity and presenting the results of operations using fund accounting provides boards with the information they need to comply with civil code. Jeremy Newman CPA Newman Certified Public Accountant PC provides audit, review and tax services to associations in multiple western states. Visit our website: www.HOACPA.com.

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CHAPTER NEWS

CAI-CV Launches New Career Center By CAI-CV’s Professional Managers Committee

FOR JOB SEEKERS

he Professional Managers Committee launched the new CAI-CV Career Center on April 1st. The career center is free to all CAI-CV members. Members can access the site at www.cai-cv.org and then by tapping on the RESOURCES button, and then on CAREER CENTER, or CLICK HERE.

Job Search • Allows job seekers to easily search and apply for jobs from their mobile devices. • Email Job Matching • Automatically sends jobs of interest to relevant job seekers immediately via email when new jobs are posted.

HERE ARE A FEW OF THE FEATURES: FOR EMPLOYERS

• Job Search Tools

Job Postings • Employers can pay a modest fee and easily post job opportunities online.

The site includes tools for building a resume, career advancement tools, career coaching, and tools for interviewing. The new career center also offers great articles and other content including resume writing tips, interview techniques, job search ideas, and tips on networking. It even offers free resume critiquing. And, if you need additional help, use the career center to connect with certified career coaches who can help you with job search strategies, interview tips and help with your resume. Take some time to go online and check out our new career center! If you have questions or need assistance, call the CAI-CV office at 760-341-0559.

• Personalized Search and Recommendations • Get increased engagement and job views by recommending opportunities to job seekers based on their prior searches. • Candidate Screening and Management

0 5:3

P M | PA L M

I N

• Provides employers with functionality to attract, screen and manage applicants online.

NES

OCT

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CAI-CV BOWLING TOURNAMENT 1

N R D C AT

R HED

Click Here to Register

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FEATURE

he procurement and maintenance of insurance in the community association industry is shrouded in unique ethical considerations that do not apply to individual insurance consumers. Enter the community association board’s (“board”) “fiduciary duty.” This process is imbued with inherent ethical considerations for not only boards, but also community association managers (“CAMs”), community association attorneys, community association insurance professionals and other business partners. A fiduciary duty is the legal responsibility to act solely in the best interest of another party (i.e., “the community association”). Fiduciary duties include duties of undivided loyalty, due diligence and reasonable care, full disclosure of any conflicts of interest, and confidentiality. While a fiduciary duty may be violated accidentally, it is still a breach of ethics. Emphasis added. Ethics Unwrapped: https://ethicsunwrapped.utexas.edu/ glossary/fiduciary-duty A board’s fiduciary duty in the insurance procurement process differs from an individual insurance consumer. For example, a board president may want to use his insurance agent brother-in-law who does not have experience with community associations. The board president may not fully

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disclose his potential conflict of interest here. Whether the president perceives this as a conflict or not, failure to disclose is a breach of fiduciary duty and therefore an ethical violation. On the other hand, if an individual insurance consumer selects his brother-in-law, it would not be a breach of a fiduciary duty or ethics, but it could be a bad decision. As Forrest Gump says, “stupid is as stupid does.” A board’s fiduciary duty requires the board to protect, preserve and enhance the assets of the association. These assets are the common elements of the association, both tangible and intangible. The keystone to this duty is that the board members must put the interest of the association above their own personal interests. This can be counterintuitive for many board members. In fact, many board members seek to join the board for the primary purpose of protecting their personal assets or pursuing their own agenda. As we know, perception is reality. The president above may see this as a no harm, no foul situation. On the other hand, others may very well perceive the act as a breach of fiduciary duty. This misunderstanding by board members regarding their duty is directly or indirectly the genesis of many directors and officers liability claims. The duty to place the association’s interests above the

FEATURE personal interests of each board member can be subtle, obvious, or anywhere in between. The key reason that unit owners elect multiple board members to manage the association, at least theoretically, is as a check and balance ensuring the various interests of the membership have a voice. The bylaws (the association’s operating manual) and other applicable laws are in place to facilitate board fiduciary duties and ethical considerations. This is why it is generally required that board business be conducted during a properly noticed board meeting. Furthermore, most states, including Colorado, have open meeting laws. This is a check and balance on the board’s fiduciary duty avoiding decisions being made in smoky backrooms. So, what do fiduciary duties and ethics have to do with community association insurance? The board is the association’s "Risk Manager" elected to protect, preserve, and enhance the assets of the association. The fiduciary duty does not require that the board make the best decisions, or even a good decision. Rather, the board is required to act with a duty of loyalty by putting the association’s interest above their own, act with due diligence and reasonable care, and to fully disclose any conflicts of interest.

"THE BOARD IS THE ASSOCIATION’S "RISK MANAGER" ELECTED TO PROTECT, PRESERVE, AND ENHANCE THE ASSETS OF THE ASSOCIATION." The board is not expected to be professionals or experts who require special training. For these matters, the board is authorized to seek professionals and experts. Keep in mind that a directors and officers liability policy only provides coverage for board members in their capacity as a “board member” and not as professionals or experts. For over 20 years I have asked boards, CAMs and insurance professionals what is the first question board members ask when considering insurance options? Without exception they all ask, “how much?” The only time this is an acceptable first question is if all insurance, insurance companies and insurance professionals are the same. I have never seen any governing document that requires a board save money when procuring insurance, yet that would appear to be the case based on decision makers’ conduct. Yes, a board must be vigilant. The fiduciary duty, however, is to purchase the best insurance to protect the assets. Once the board has done its due diligence by listening to community association insurance professional presentations, then a cost benefit analysis can be done. Knowledge of price up front will influence your decision process and be a distraction.

"I HAVE NEVER SEEN ANY GOVERNING DOCUMENT THAT REQUIRES A BOARD SAVE MONEY WHEN PROCURING INSURANCE, YET THAT WOULD APPEAR TO BE THE CASE BASED ON DECISION MAKERS’ CONDUCT." Boards must understand that the association is fully insured for every risk! The question is: Are they covered by an insurance policy, or will they be self-insured having to look to association assets, a special assessment, or a bank loan to fund a claim or loss? At the end of the day, someone must pay. Another problematic practice by many boards is to defer their due diligence to their independent CAM to procure and maintain insurance. This practice is inherently a breach of the fiduciary duty by the board as well as an unwitting professional error or omission by the CAM. What boards must understand is that no matter the CAM’s insurance acumen, she or he is not covered for that error or omission under their E&O (Error & Omission) policy as it is excluded and not under the D&O (Directors & Officers) policy as they are not covered when the association sues the CAM. The board must also keep in mind that if the board sues the CAM, the D&O policy will not defend or indemnify the CAM. To make this an even greater breach of fiduciary duty and ethical dilemma, is that the management agreement more likely than not includes an indemnification provision that would require the association to defend the CAM when the association sues the CAM for not procuring or maintaining the proper and sufficient insurance. Therefore, not covered under the policy, but for all intents and purposes, covered pursuant to the indemnification agreement. This latter consequence is another reason the CAM should bring in the insurance professional. Tip: Insurance professionals do not charge the association for his or her time to present a proposal and answer all questions the board may have. I am also often baffled why a CAM would not mandate that the insurance professional present the proposal(s) and answer all board questions. This is a win-win for a CAM’s insurance dread and transfers the CAM's risk of E&O to the insurance professional. Joel Meskin, Esq., CIRMS, CCAL Fellow, MLIS, EBP is the Managing Director of Community Association Products at McGowan Program Administrators. He has been a community association insurance expert for over 20 years and is a prolific speaker and author nationwide.

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LANDSCAPING

Preparing Our Landscapes and Gardens for Summer By Warren Miller and Carissa Sheen

ummer provides stronger sunlight, which feeds a tree if afternoon, between 12:00 p.m. and 5:00 p.m. This results it has the greenery in the canopy to absorb the energy it in a quicker dryout of soil. Increasing watering in summer needs for growth and stability. months is vital to health and survival of plant life. Generally, There are four seasons in a year, each with its own quirks watering every other day during either the early morning or and pleasantries. Nature reacts differently in each season... late evening is the most effective for native desert plants and and the heat of summer is here! Knowing how to properly trees. However, for non-native species watering daily is the prepare for seasonal changes is vital for year-round enjoyment best way to avoid a dehydration. and health of our plants and trees in the desert climate. It is best practice to avoid excessive fertilization during the Non-native desert plant life will likely hot months. Fertilizers contain chemicals need some extra protection in the summer. that can burn plants and lawn when applied Trees with trunk exposure should be and absorbed during the summer season. "POTS ABSORB wrapped with a light (beige) shade cloth Additionally, fertilizers can yield fresh and AND CONDUCT which can be found at any outdoor gartender new growth that may be unable to HEAT AT HIGHER dening and hardware store. This is done withstand extreme summer weather. The to prevent sunburn. Sunburn causes bark TEMPERATURES THAN best way to avoid fertilizer damage in the to burn first, followed by damage to the summer is to lower the dose or switch to a THE GROUND SOIL cambium layer, which can lead to fungal lower level of fertilizer. WHEN IN DIRECT issues. Sunburn to the integral structure Potted plants also can become an issue of a tree can lead to damage, stress and during the summer months. Pots absorb SUNLIGHT." vulnerability. Sunburn also directly affects and conduct heat at higher temperatures the xylem layer of the tree. The xylem than the ground soil when in direct sunlayer is how a tree pulls water from the soil and distributes light. This can lead to the cooking of a plant’s root system, it throughout the trunk, branches, and leaves of the tree. resulting in plant failure. A quick solution during the summer Smaller trees, plants, shrubs, succulents and some palms months is to move the pot into a shadier area. The best (such as Sago palms) should have a similarly light shade alternative to moving a potted plant is to apply shade cloth cloth draped in such a way to block direct sunlight. This can (light, beige-colored) to the pot itself, to protect from heat be achieved either through existing structures or gardening magnification. posts. Also be aware of reflected light and absorbed light from Turf and other artificial grasses are beloved landscaping nearby walls, turf, or gravel surfaces. These will absorb the accessories here in the desert. Often homeowners opt to keep light and super heat the area around plant life. large trees and various plant life through the process The summer months yield extremely high of switching to turf. Keep in mind that plants and trees temperatures and intensified sunlight in the generally get sufficient supplemental watering from

Quorum July, 2021

LANDSCAPING

irrigation meant for a lawn therefore without this irrigation, in the summer, pruning in the summer will yield a necessary a tree or plant may suffer dehydration. Even worse results twice-a-year pruning scenario. If you must prune your trees may yield from tree species with aggressive root systems during the summer, we advise to only prune off 25 percent of (i.e., Ficus). These root systems, without proper amounts of the canopy - maximum. Summer provides stronger sunlight, water, will grow quickly beyond their normal and expected which feeds a tree if it has the greenery in the canopy to absorb root zone. The roots will go in search of a water source needed the energy it needs for growth and stability. Additionally, to nourish and maintain the tree resulting in cracking and reducing the canopy or even removing clumps of deadwood lifting of pools, houses, driveways and possibly those of your and branches can cause gaps of exposure. The exposure to neighbor’s as well. A good way to curb these the trunk or interior structure of the canopy "THE ROOTS WILL issues is to invest in a temporary drip tube, (limbs and twigs), can be very risky for a hook it up to an existing water source on tree due to the increased possibility of GO IN SEARCH OF your property and lay it out on your lawn sunburn. Avoid tree topping at all costs! A WATER SOURCE for the summer. A better solution would be When considering pruning a tree, calling a installing permanent irrigation tubing that NEEDED TO NOURISH professional arborist or landscape company extends to the tree's root zone just below the is the best route. AND MAINTAIN THE base material of the turf. Turf can benefit With every plant or tree, from lawn to TREE RESULTING greatly from being rinsed off – getting rid of lawn and species to species, there in an odor and allowing water to get to the roots abundance of variables that may contribute IN CRACKING AND below. to the survival and health of organic life. LIFTING OF POOLS, Planting a new tree from a nursery or There is no sure-fire way to ensure the long, garden supply or transplanting a tree has HOUSES, DRIVEWAYS healthy life of any plant or tree but taking the potential to go very wrong during the AND POSSIBLY THOSE care to prevent overexposure can lead to summertime. The summer season is no the long life of plants in our landscapes and time to commit to the project of planting or OF YOUR NEIGHBOR’S gardens. The issues and solutions discussed transplanting due to excessive heat. When in this article are common and simple to put AS WELL." doing so during the other seasons of the into practice. Everyone can do their part to year, some amount of transplant shock is to be expected. keep our Valley green and full of natural beauty! Transplant shock is normal but during the heat of summer Warren Miller is an ISA Certified poses a risk to the successful replanting of plants. Shock to Arborist, Licensed Landscape the system of plants, in ideal conditions, generally lasts a Contractor, and Certified Irrigation short time but the risks are higher in the summer because Auditor with Desert Arborist Services of the extreme conditions. Unfortunately, efforts to nurture specializing in the diagnosis and treatment of desert plant life freshly transplanted material at this time of year are often and has been servicing the Coachella Valley for 28 years. unsuccessful and result in plant failure. Carissa Sheen is an Arborist Assistant with Desert Arborist Pruning is recommended in the fall and spring seasons. Services. You can reach Warren and Carissa at (760) 322-2234 Economically, it is best to maintain these time recommen- or by email to arbortech_services@yahoo.com . dations, because your tree will only require one annual pruning. Whereas, due to a lower level of allowable pruning CAI-CV.org

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HOA LAW

Drafting Effective Vendor and Construction Contracts By Wayne S. Guralnick, Esq. (3 OF 7-PART SERIES continued) CLICK HERE to see the May issue for PART ONE (on page 44) of Drafting Effective Vendor and Construction Contracts CLICK HERE to see the June issue for PART TWO (on page 46) of Drafting Effective Vendor and Construction Contracts

"In any kind of construction agreement, it is imperative that a pre-job conference take place with all representatives who are participating in the Scope of Work."

CONTINUED FROM JUNE QUORUM, PAGE 46

PART THREE 10. Examination of Subdivision by 11. Pre-Job Conference Vendor/Contractor In any kind of construction agreement, it is imperative that a It is important to include that the vendor/contractor has examined (a) the nature and location of the subdivision; (b) the character, quality and quantity of the materials, equipment, and facilities necessary under the agreement; and (c) all other matters which in any way can affect the performance under the agreement. Furthermore, a provision should be included that the vendor/ contractor represents it entered into the agreement as a result of its own examination, and not because of any representations made by the association or any agent of the association, unless set forth in writing in the agreement. By including this provision, a contractor could not claim that it relied upon certain representations made by another party, such as the association or its property manager as a basis for its bid.

Quorum July, 2021

pre-job conference take place with all representatives who are participating in the Scope of Work. The purpose of the pre-job conference is to coordinate all activities and scheduling for areas which will be involved in the Scope of Work, and to complete a memorandum of the pre-job conference meeting, including agreement or disagreement of matters of any significance. This provision should also indicate that any disagreements shall be resolved by a specified person. A copy of the approved memorandum of the pre-job conference would then be distributed to all attendees.

For example, a pre-job conference involving a re-roofing project would include association representatives, roofing contractor, construction manager, as well as representatives of the material manufacturer, and

any air conditioning and/or sheet metal companies. Generally, with a major reconstruction project, disagreements should be resolved by the construction manager, whose decision should be final and binding as if it was a binding arbitration.

In an instance involving a landscape maintenance contract, the purpose of the pre-job conference would be to review all pertinent details and specifications, noting any scheduling problems and other concerns, as well as presenting any changes or deletions as may be necessary. Generally, a pre-job conference for landscape maintenance would involve the landscape committee and/or its chairperson, the property manager, board of directors and/ or representatives, the landscape foreperson, and the principal of the landscape company.

HOA LAW 12. Submission of Documents Prior to Commencement of Work

All contracts usually have some requirement of document submission prior to the commencement of work, and may include: building permit, when appropriate; copy of license for the discipline at issue; manufacturer’s data sheets; confirmation / certificates of insurance; receipt of additional insured endorsements; any payment or insurance bonds.

protected from the elements and contained within a designated area. It should also be affirmed that the materials are not the responsibility of the association until actually affixed to the work of improvement. If storage bins are to be used, the location should be identified, the color and type of bin ascertained, as well as who will pay for the cost of the storage bins.

usually by an attorney.

In a vendor contract, the term of agreement should indicate the length of the contract. Generally, the term is for one year, provided, however, that the agreement may be terminated with or without cause upon thirty (30) days’ prior written notice by either party. An example of such a provision for vendor contracts is as follows:

The term of this AGREEMENT shall com15. Term of Agreement mence on the day of____, 20 , and shall 13. Submission of Documents Prior In a construction contract, the term continue in full force and effect for a

to Payment

The contract should indicate what, if any, progress payments are to be made and set forth what must be delivered to the association prior to final payment, particularly in construction contracts. For example, in a construction contract, the association should be provided written notification that the construction was completed (as that term is defined within the agreement — see paragraph 8 [June Quorum, page 47]). This means that the association has received: (1) written confirmation from the manufacturer that its product has been installed in accordance with its recommended manufacturer’s specifications, and that any manufacturer’s warranty is in place; (2) copies of all sign-offs from local government agencies; and (3) documentation that unconditional releases have been provided for labor and materials lien releases and all labor and equipment are free and clear of all liens, claims, and encumbrances.

of agreement should include the time line when construction is to be commenced and completed. If negotiated, a liquidated damages clause may be inserted to award damages if the Scope of Work is not completed by the time set under this provision. Unfortunately, liquidated damages clauses are difficult to enforce and must be carefully drafted,

period of one (1) year, through ________, 20 __. This Agreement may be terminated with or without cause by the Association upon thirty (30) days prior written notice to Contractor, but obligations of payment and service called for hereunder shall continue during the thirty (30) days prior to the effective date of termination. In such an event of termination, Association shall pro rate the outstand-

"For example, in a construction contract, the association should be provided written notification that the construction was completed."

14. Project Delivery, Storage, and Handling

This is an important provision only if the contractor has materials which are to be stored within the subdivision. If there are such materials, there should be an indication that if they are to be stored overnight, they are to be CAI-CV.org

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HOA LAW ing balance invoiced by Contractor. Due to the fact that the Association must prepare and distribute to its membership its pro forma operating budget twelve (12) months in advance and the need for the Association to rely upon a specific Contract Price as identified in this Agreement, Contractor may not terminate this Agreement without cause. Notwithstanding the above, either party may terminate this Agreement for cause if the other party commits a material uncured breach of this Agreement. The party claiming the material breach must give notice to the other party to provide at least ten (10) days written notice to cure the breach. Termination shall not be effective if the breach has been cured before the effective date of termination. More to come! Drafting Effective Vendor and Construction Contracts part four will be published in the upcoming August issue of Quorum Magazine. Mr. Guralnick received his undergraduate degree from Villanova University and his law degree from Pepperdine University. He has been a faculty member of the California Association of Community Managers (CACM) for over 15 years. Mr. Guralnick has also been a long standing member of CACM’s Legislative Committee. He is past president of the Coachella Valley Chapter of the Community Associations Institute (CAI). He is a member of the American, California, Riverside County and Desert Bar Associations. Mr. Guralnick is a frequent lecturer at numerous national conventions for CAI and throughout the State for CACM and other industry trade organizations. Mr. Guralnick has also provided a Legislative and Case Law Update for Southern California Community Associations since 1985. Mr. Guralnick also acts as a mediator particularly for Community Association disputes. He is qualified as an expert on the fiduciary duties of boards of directors as well as other litigation involving community association matters.

Quorum July, 2021

POOLS SUBMIT YOUR POOL QUESTIONS TO ADMIN@CAI-CV.ORG

Ask The Pool Guy By Mark Feldstein QUESTION Dear Pool Guy, Do you know why pool covers are not best practice in the Coachella Valley? We’ve seen them implemented in other places successfully, but I am not aware of one HOA or resident who uses them here. Our community is seasonal, and few people use the pools during the summer months. Would it be possible to cover the pool and forget about it until residents return in November? If covered, would we be able to forgo running the pump and filter? Could we save on the twice-weekly maintenance and not have to add chemicals? I am guessing that we would also save water.

ANSWER

Al Wet

Dear Mr. Wet, No, I’m afraid you can’t just cover your pool and forget it for the summer. Algae will grow as well as other issues. Water still must be treated, and the pump needs to run as usual. The savings is water certainly, but it is going to take a while to see an ROI. Water in the Coachella Valley is very inexpensive. To fill an average sized pool is $40 – just not worth worrying about evaporation. Some Health Department inspectors require pool covers before they will finalize the permit, but most commercial pools will use bubble covers for inspection day, which are a pain to use and store. They never pull them out of storage again. If you want a custom cover, the pool must be rectangular, and the spa must be in line with the pool. Custom pool covers are very expensive. Free-form pools are way too hard to cover. A pool cover will save you three to five degrees in the winter – usually not enough to justify the expense. For these reasons, you won’t see pool covers used in the Coachella Valley. Mark Feldstein is the CAI-CV Pool Guy. He is CFO and Marketing Director for Gardner Outdoor and Pool Remodeling. Mark can be reached at 619-593-8880 or by email to markf@gardnerremodel.com. Look for the column each month in Quorum. CAI-CV members may submit questions to Admin@CAI-CV.org.

2021 TITANIUM SPONSOR SPOTLIGHT

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Quorum July, 2021

Breaking Point:

FEATURE

EXAMINING AGING INFRASTRUCTURE IN COMMUNITY ASSOCIATIONS

Champlain Condominium Tower South Tragedy Dear CAI-CV members, in light of the Champlain Condominium Tower South tragedy, we are reprinting a publication from CAI’s Foundation for Community Association Research entitled Breaking Point: Examining Aging Infrastructure in Community Associations, published in 2020. This was developed by a task force of the foundation’s think tank, and we believe it is still relevant and helpful to our members. There is also an on-demand webinar on the CAI National website. Our thanks to Chapter member Joel Meskin, Esq., CIRMS, CCAL, for passing along this important publication. Our hearts and prayers go out to the families impacted by this tragedy. Here is the link for the publication in case you want to pass it along to friends and colleagues: https://foundation.caionline.org/wp-content/uploads/2020/04/ FoundationAgingInfrastructureReport.pdf

foundation.caionline.org | www.caionline.org

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FEATURE FCAR Aging Infrastructures Task Force

Adrian J. Adams, esq., Founder and Managing Partner, Adams Stirling Professional Law Corporation Tyler Berding, esq., Founding Partner, Berding & Weil Pamela Bowman, cmca, Regional Manager, Prime Touch Services

Skip Daum, Owner, Capitol Communications Group

Kevin Davis, cirms, President, Kevin Davis Insurance

Dan Denecamp, Executive Vice President/ President of Association Banking - Pacific Premier Bank

John Hershey, rs, President, J. Hershey Group Joel Meskin, esq.*, cirms, Managing Director Community Association Products, McGowan Program Administrators Peter Miller, rs, Miller + Dodson Associates Robert Nordlund, pe, rs, Founder & CEO, Association Reserves, Inc.

George E. Nowack, Jr., esq.*, Co-founder, NowackHoward, llc

Henry D. Puckett, cmca, ams, pcam, Community Association Manager Resource Team Leader, Ghertner & Company

Caroline Record, esq.*, Attorney, Hill Wallack llp Robert Riddick, cmca, Sunnymead Ranch Planned Community Association

Ellen Shapiro, esq.*, Principal and Co-Founder of Goodman, Shapiro & Lombardi, llc

Marc Tamres, CEO, HomeRun IQ

Foundation Think Tank Members

Tyler Berding Steven Brumfield, cmca, ams, pcam Ursula Burgess, esq.* Linc Cummings Andrew Daniels Kevin Davis, cirms Alan DeTata John Hammersmith, cmca, ams, pcam Mike Hardy Sabine Liedel, cmca Lori Ann Long, cirms Michael Mendillo Joel W. Meskin, esq.*, cirms Margey Meyer, cmca, pcam Peter Miller, rs Robert Nordlund, pe, rs George E. Nowack, Jr., esq.* Henry D. Puckett, cmca, ams, pcam Steven L. Sugarman, esq.* Andrew J. Terrell, esq.* Debra A. Warren, cmca, pcam Sue York

Quorum July, 2021

FACING THE TRUTH ABOUT AGING INFRASTRUCTURES As buildings and their internal systems and physical components age, how can the community associations that own them best prepare to meet the unexpected—but necessary—financial demands.

Over many conversations in recent years, members of the Foundation for Community Association Research (FCAR) have identified aging infrastructures—the physical structures and the components within them that community associations rely on for residents’ safety and wellbeing—as a critical concern for association managers, boards, homeowners, and residents. Too often, according to Foundation members—and despite occasional inspections and regularly scheduled reserve studies—associations fail to recognize serious structural and system failures. When damage becomes so obvious that it cannot be ignored, the tendency is to make superficial or temporary repairs and postpone comprehensive, in-depth restoration. To address this growing problem, the Foundation convened a task force in 2018, comprising attorneys, reserve specialists, engineers, insurance providers, managers, and bankers, to determine what issues are the most prevalent in failing physical components, and—especially—how associations can prepare themselves to address and resolve these issues when they inevitably arise. Community Associations Institute managers, board members, and contractors in community associations across the U.S. responded in a survey to share their recent major capital projects with the task force. More than three-quarters (81%) of survey respondents reported encountering unanticipated and unplanned-for infrastructure issues over a recent three-year period. The aggregated information and observations of these respondents revealed empirical data that can enlighten thoughtful association boards and committees, community managers, business partners and contractors, homeowners—anyone who is responsible for the investment of community assets. This project represents several years of discussion and countless hours contributed from our volunteer leadership. We are grateful to the Foundation Think Tank, which identified the need for this research and provided funding for this project, and to the members of the Aging Infrastructures Task Force for their steadfast volunteer leadership. These industry leaders ensured that we gathered the right data and completed this research project. Thank you.

Foundation Board Members Steven Y. Brumfield, cmca, ams, pcam, President Caroline Record, esq.*, President-Elect Peter Santangelo, cmca, Treasurer Paul Grucza, cmca, ams, pcam, Secretary Robert Riddick, cmca, Immediate Past President Adrian J. Adams, esq. Jim Baska, cmca, ams, pcam Kimberly Corcoran, cmca, ams, pcam Douglas M. Kleine, pcam ret. Michael Kulich, cmca Heather J. Paton, cmca, ams, pcam Jonathan Sucher, pcam Robert Travis, cirms

Contributors Andrew Bateman Dawn Bauman, cae Daniel Brannigan Cori Canady Dave Jennings, cae, sphr Jake Gold, cae Melinda Kelejian, Project Manager Jack McGrath, In memory of his years of Foundation service Amy Repke Elise Saadi Tom Skiba, cae, Chief Executive Officer Bruce Townsend, cpa Julie Warren Andy Yadzani

*a fellow in CAI’s College of Community Association Lawyers

FEATURE

NO REAL SURPRISES

The overwhelming majority of issues reported by survey respondents—water intrusion in windows and siding, deteriorating balconies or fences, or failing pipes or roofing, among a variety of other problems—were not surprises to those who had to address them. Most of the participating communities encountered ongoing situations that initially were addressed with minimal work because they did not fully understand how long the problem existed and the extent of deterioration. In many cases, the underlying cause of the problem was known, however the community delayed correcting the actual cause because association decision-makers wanted to attempt a minor repair to control the damage or they needed time to develop a financial plan for the repairs. Either action deferred the maintenance and turned costly for the community. Major repairs often were initiated when liability and life and safety of the residents became concerning and intolerable. Negligence on the part of the board to allow ongoing issues, cleanups, and restorations to be done can also lead to additional unknown and hidden costs. More than one-third (36%) of respondents experienced plumbing or electrical system issues in the most recent threeyear period that were not identified in their most recent reserve study. Thirty percent relayed other initially unidentified problems with components like roofs and roof sheathings, building envelope and structure, and recreational facilities.

BIGGEST CONCERNS

More than three-quarters (80%) of those surveyed felt it was critical that their association have adequate reserves in the event of a major infrastructure failure or construction need. Nearly half (40%) of those surveyed considered deteriorating infrastructure as a top-ranked concern. More than two-thirds (70%) of survey respondents indicated that maintaining property values was of primary importance. And while about half of respondents felt their associations have adequate reserve funds on hand, just as many respondents considered their communities’ reserve funds inadequate to address any major unplanned component repair or replacement. Other challenges that communities faced when addressing major infrastructure renovations include: z Convincing homeowners to accept and contribute to costs z Recruiting volunteers for the association board z Prevalent owner/resident apathy The task force observed that association homeowners and boards often are focused on keeping regular assessments low and only investing in visible, immediate outcomes. While homeowners will tolerate a modest special assessment in an emergency, evidence in this study suggests that it’s often hard to convince them to contribute to long-term maintenance, i.e., higher regular assessments. Substantial special assessments are particularly unwelcome.

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FEATURE

Case Study – Listen to Residents COMMUNICATION, FINANCING, AND PHASED CONSTRUCTION

After years of residents’ complaints about ambient noise and poor energy efficiency, in 2010, management at the University Towers Condominiums in New Haven, Conn., investigated the feasibility of replacing the 1,850 windows in the 238-unit building. Originally installed in 1958, the sliding window frames were difficult to repair because of the building’s steel and concrete construction. Management issued a request for proposals and selected a firm to proceed with the window replacement. After five years of EPA testing and investigation, which revealed asbestos inside the walls and caulking around the windows, work began in 2015 on the $10 million, multi-phased project. With 80% approval from homeowners, the board was able to secure a bank loan to pay for the first phase of the project, which was estimated at $4.5 million. The association realized a savings of more than $1 million on this first phase, but the original lender said the association needed to find another lender for phase 2. Again, 80% of the association’s diverse membership voted to secure a second loan of $8 million. Both phases of the project were completed $500,000 under budget and with a high homeowner approval rating. Increasing monthly assessments enabled the association to pay off both loans. Communication with homeowners was essential during this project, according to Kate Bowman, cmca, the on-site manager. Because they had been informed and understood the need for the project’s high cost—$10 million—homeowners were willing to approve the necessary funds for it. Residents also appreciated advance notifications of disruptions. The project, which was more disruptive and costlier than originally anticipated, indicated to owners that the association’s reserves funds were inadequate and regular assessments needed to be increased. Association members also realized they needed to fund reserves at a much higher level. The board established a finance committee, which convenes quarterly. In anticipation of other potential large projects, University Towers’ reserves are now funded at nearly three times the level prior to the window replacement project. Lessons learned: “Make sure board members are educated on reserve studies and why funding reserves sufficiently is necessary. … Be vigilant with inspections and keep up with code issues. … Don’t shirk preventive maintenance. … Take the time to identify a qualified engineer and project manager.”

expensive

cannot be avoided

“Getting old is and . It’s an issue facing every association with common area. Older associations need to get ready for higher expenses, which will likely mean higher reserve contributions, special assessments, or loan repayments.”—Robert Nordlund, pe, rs

Quorum July, 2021

FEATURE

AWARENESS AND EDUCATION

Infrastructure damage was discovered often during repairs or regular inspections, and water intrusion was the most frequent indicator of serious underlying damage. Associations tend to schedule major repairs based on the level of emergency or the cost. Usually, issues affecting elevators, termite infestation, and plumbing or electrical systems are attended to immediately. When possible, associations are inclined to postpone remediating problems in common areas or those related to original construction. Survey respondents indicated that it would be prudent for association leaders, including homeowners and board members, to learn more about: z How to plan and execute reserve studies z How to evaluate and hire qualified engineers, architects, and contractors z How to implement comprehensive inspection and maintenance programs

80%

More than of survey respondents encountered unanticipated and unplanned-for infrastructure issues over a recent three-year period. Ongoing Communication Is Essential Survey respondents found that homeowners and residents were more receptive and supportive of major infrastructure repairs when they were given the opportunity to learn—in advance—about the scope and costs of the project from experts, like the engineers and contractors who had specific knowledge of the damage and how to fix it. They were more willing to authorize assessment increases and to agreeing that a larger portion of the association’s budget should go to reserves. Homeowners, and even renters, also appreciated regular updates on a project’s progress and alerts about upcoming but necessary disruptions, such as when to expect water or electricity to be turned off for short periods, when an elevator or other building access would be temporarily unavailable, or where to park and for how long during a paving project.

REMEDIES AND LESSONS LEARNED

After encountering and facing aging infrastructure issues, more than 40% of reporting communities increased their regular assessments. They also designated more money to their reserve funds and proceeded with the required work, even if that work had to be completed in planned stages. About onethird of responding associations hired a reserve specialist. © FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH

Bringing in an engineer, architect, or other construction expert also was beneficial to making satisfactory repairs, according to 40% of the responding communities. More than three-quarters (77%) of survey respondents hired independent construction experts to assess and/or repair damage from poor original construction. At least one-third (34%) reported hiring an expert consultant to remediate damage caused by termites or other pests. Respondents also stressed that thoroughly vetting contractor candidates is a critical and vital step in a successful project outcome. They also recommend inviting multiple bids for the work. Factors to look for when considering a contractor include: z What is the workforce composition, i.e., are all of the workers company employees, or are some subcontractors? z Is there an on-site manager or supervisor who will communicate changes? z Can the contractor provide references to both board members and community association managers? z Are the contractors familiar with working at inhabited communities? z Is the contractor’s company financially sound? z Are there any improper or prohibited connections between the contractor and board members? Financing Major Infrastructure Improvements Survey respondents used a variety of methods to pay for their major infrastructure repairs and improvements, including: z Accessing available reserves z Approving special assessments z Taking out a bank loan secured by regular assessments Insurance was rarely a factor when paying for major infrastructure repairs, according to survey respondents. The few exceptions to this include acts of nature and original construction defects or prior repair construction defects that were revealed within an insurance policy’s coverage time limits. Sometimes, individual homeowners’ policies covered at least a portion of the damage to their units, depending on deductibles and other factors. Boards and their Attitudes Arguably the biggest factors affecting how and when infrastructure damage is addressed are the association board’s attitude and perspective, and this survey revealed a wide disparity in board philosophies. While some boards are proactive and highly transparent with homeowners, the majority are reticent to increase assessments or often fail to plan long term for infrastructure maintenance. In postponing inspections, reserve studies, and—ultimately—complete repairs or renovations, boards often end up facing an exponentially more comprehensive and expensive project in the long run. In one case study (see “Gaining Homeowners’ Trust,” p. 7), CAI-CV.org

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FEATURE

THE RESERVE STUDY— A CRITICAL FACTOR IN PROTECTING AGING INFRASTRUCTURES

70%

of survey respondents indicated that maintaining property values was most important. the construction delays aggravated the damage, compromising residents’ safety. When homeowners wouldn’t approve the needed funds, the project manager petitioned the court for a special assessment. Positive Outcomes A large portion of survey respondents indicated that their associations made positive changes because of their experience with an aging infrastructure issue, including:

Reserve studies are at the core of planning for the longterm maintenance of building structures and the systems within them. In states where reserve studies are not required, many associations reached this conclusion on their own because of unaddressed and costly repairs. Unexpected but necessary remediation of an unplanned capital project often requires either assessing homeowners a high special assessment or obligating the association to a long-term bank loan. Either way, homeowners eventually foot the bill. To prevent such costly events, regardless of state requirements, associations need to plan for and conduct regular and comprehensive reserve studies. To be of value, a reserve study should be conducted and managed by an experienced engineer or infrastructure specialist who will inspect and determine the useful life expectancy of each building system and structure within an association. A comprehensive reserve study is well worth the cost; it is, after all, an investment in the future health of the association’s physical components. Reserve studies should be conducted on newer structures—even those built in the last decade—to assess for any possible construction defects as well as to provide a baseline evaluation and to determine the useful life of all components. One of the takeaways from this investigation is the need for an engineering or architectural inspection that would reveal common area integrity concerns. Such an inspection, performed less frequently than periodic sitevisit reserve study updates, would help the association anticipate and prepare for major issues outside the scope of cyclical reserve projects. Similar to major medical issues, early detection is key to minimizing and managing major aging infrastructure-type deterioration.

z Designating more money to reserves z Conducting more frequent and thorough reserve studies, including hiring an engineer, pest control, or other construction specialist to review and assess components z Creating more formal project plans before commencing work z Planning necessary work in phases rather than delaying it altogether z Listening to and communicating with homeowners and residents more frequently and regularly z Educating homeowners and residents on their communities’ financial and maintenance needs Homeowners in most of the survey’s case studies rated the outcome of their association’s completed projects very highly. In many cases, homeowners who resisted their association’s project and—particularly its cost—at the outset, ultimately recognized the improvement and benefits to the community once the project was completed.

Quorum July, 2021

FEATURE

Case Study – Funding Challenges GAINING HOMEOWNERS’ TRUST

When a major stair-and-balcony-replacement project at the nearly 40-year-old Island J Condominiums in Foster City, Calif., ran out of money, irate homeowners fired the original contractor. At that point, the architect needed advice on the scope and cost of the next steps, so he called in the president of a small but well-qualified construction project management firm to assess the unfinished work. The new construction project manager found serious problems remained, including decayed wood beams and unsafe stairs, and felt the project should continue. He estimated $7 million to complete it and emphasized that the stairs throughout the community’s 29 six-unit buildings were unsafe and at least half of the estimated costs were required to make them usable. The association’s management and attorney convened several town hall meetings and information sessions to explain the project’s scope and need for funding to homeowners. In a contentious meeting that required security personnel, homeowners learned that a $40,000-per-door special assessment was required to fund the $7 million. The majority of homeowners voted against the special assessment. Because the incomplete project was a threat to residents’ safety, the association’s attorney petitioned the court—and was granted—an emergency assessment of about half the needed $7 million, or the equivalent of about $20,000 per unit. Despite this rough court-ordered approval process and the forced special assessment, the completed work has been highly rated by residents. Besides making the community safer, other benefits to the improved infrastructure include a dramatic increase in property values and better home sales. Construction went so well that residents threw a party for the construction team. Since then, and with the approval of twothirds of homeowners, the association board has authorized money for a second year of work that includes painting the entire 178-unit complex and remodeling the clubhouse. The board raised the regular assessments for two consecutive years to avoid further special assessments. Lessons learned: Get to know and understand your audience so you can educate them on the realities of their situation. Homeowners need a lot of data and information before trusting an outsider.

attitude

perspective

An association board’s and arguably are the most significant factors affecting how and when infrastructure damage is addressed.

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FEATURE

MARKETING2021 2021 UPDATED ADVERTISING & SPONSORSHIP PLAN

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SPONSORSHIPS FOR IN-PERSON EVENTS

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Advertising and sponsorships may be purchased from the CAI-CV store at https://www.cai-cv.org/store/ or by filling out and submitting the forms on pages 66-68. CLICK HERE to download fillable forms.

Sponsorships are first-come, first-served. Please call the CAI-CV office (760) 341-0559 if you have questions.

CAI-CV IS THE LEADING LOCAL SOURCE FOR EDUCATION & NETWORKING FOR THE VALLEY’S HOA INDUSTRY Quorum July, 2021

FEATURE 13-15 WED-FRI 21

FRIDAY

5 13

MONDAY TUESDAY

FRIDAY

TUESDAY

27 MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) HOLIDAY - INDEPENDENCE DAY BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) NEW DATE! CAI-CV BOARD MEETING

AUGUST 6

FRIDAY

MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) 10 TUESDAY BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) 18-21 WED-SAT CAI NATIONAL CONVENTION (LAS VEGAS) 20 FRIDAY EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) 25 WEDNESDAY CAI-CV SHREDDING EVENT 31 TUESDAY CAI-CV BOARD MEETING

SEPTEMBER 3

6 10 14 16 24 28 29

FRIDAY

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

OCTOBER 1 1

FRIDAY FRIDAY

5 11 12

TUESDAY MONDAY TUESDAY

NOVEMBER 5

FRIDAY

BOARD CERTIFICATE – LEADERSHIP DEVELOPMENT (8 CERT CR) 12 FRIDAY MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) 12 FRIDAY BOARD MEMBER WORKSHOP (BMW) (1 CERT CR) 12 FRIDAY 40th ANNIVERSARY & WINE TASTING 17 WEDNESDAY DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR) 18 THURSDAY DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) 19 FRIDAY EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (I CEU/1 CERT CR) 25-26 THUR-FRI HOLIDAY - THANKSGIVING 30 TUESDAY CAI-CV BOARD MEETING

DECEMBER 3

FRIDAY

10 14

FRIDAY TUESDAY

FRIDAY

21 24

TUESDAY FRIDAY

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

JANUARY 2022 1 28

SATURDAY FRIDAY

HOLIDAY – NEW YEARS DAY 2020 & 2021 AWARDS & MONTE CARLO NIGHT

CEUS: CAI-CV ANNUAL BOWLING TOURNAMENT MANAGER ON THE RUN (MOTR/AMOTR) (1 CEU) COMMUNITY MANAGER CAREER FAIR HOLIDAY - COLUMBUS DAY BOARD MEMBER WORKSHOP (BMW) (1 CERT CR)

CONTINUING EDUCATION UNITS FOR CAI PROFESSIONAL MANAGER DESIGNATIONS CERT CR: CONTINUING CERTIFICATION CREDITS FOR CAI-CV BOARD MEMBER PROGRAM MOTR: MANAGER ON THE RUN FOR MANAGERS AND ASSISTANT MANAGERS AMOTR: ASSISTANT MANAGER ON THE RUN BMW: BOARD MEMBER WORKSHOPS CAI-CV.org

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CALIFORNIA LEGAL FORUM (8 CEUS/8 CERT CR) THURSDAY DESERT CITIES HOA COUNCIL CAT CITY (1 CERT CR) FRIDAY LEGISLATIVE UPDATE & MINI TRADE SHOW (I CEU/1 CERT CR) TUESDAY CAI-CV BOARD ANNUAL MEETING & ELECTION WEDNESDAY DESERT CITIES HOA COUNCIL PALM SPRINGS (1 CERT CR) FRIDAY ANNUAL OKTOBERFEST

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ADVERTISING WITH CAI-CV

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AWARD WINNING QUORUM MAGAZINE SEE PAGE 53 FOR AD SIZES AND PRICING

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ACHIEVEMENT AWARD

Member Services Homeowner Leader Education & Membership Initiative

Chapter Management & Development Strategic Planning Initiative

Leadership Business Partner Mentoring Project

R YOUY 5 E 4 TUR AN FEACOMP

ACHIEVEMENT AWARD

Public Affairs Buck-A-Door Grassroots Initiative

Member Services Community Association Board Recruitment

C A I N AT I O N A L A C H I E V E M E N T A N D E X C E L L E N C E AWA R D S

EXCELLENCE AWARD

Public Affairs

Membership

Chapter Management & Development

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW FRIDAY, MARCH 6, 2020 HOA MAINTENANCE EXCELLENCE AWARD

FEATURING

Member Services

Leadership

FEATURES CAI National will be celebrating your accomplishments on stage at the 2021 Annual Conference in Las Vegas.

FEATURING

Member Services

Public Affairs

Leadership EXCELLENCE AWARD

Annual Conference in Las Vegas. accomplishments on stage at the 2021 CAI National will be celebrating your

JOIN THE QUORUM COMMITTEE Quorum July, 2021

Novel Coronavirus COVID-19 Testing Centers

14 Desert Arc’s Shredding Services 16 Political Sign Displays 18 Education During COVID-19 20 COVID-19 Resources 22 Use of Cloth Face Coverings to Help Slow the Spread of COVID-19

Slow the Spread of COVID-19 22 Use of Cloth Face Coverings to Help 20 COVID-19 Resources 18 Education During COVID-19 16 Political Sign Displays 14 Desert Arc’s Shredding Services 7

Testing Centers Novel Coronavirus COVID-19

28 Maximizing Management Company Services 31 Help Can Be a Click or Phone Call Away 34 Online Meetings – The New Normal 36 Parliamentary Procedure 40 CAI Business Partners and Management Companies Are Trusted Advisors

Are Trusted Advisors Management Companies 40 CAI Business Partners and 36 Parliamentary Procedure The New Normal 34 Online Meetings – Phone Call Away 31 Help Can Be a Click or Company Services 28 Maximizing Management

FEATURES

Mission Lakes Country Club Membership

& Development Chapter Management

10 Community Spotlight

INCREASED VALUE FOR QUORUM MAGAZINE ADVERTISERS! EXCELLENCE AWARD

EXCELLENCE AWARD

C A I N AT I O N A L A C H I E V E M E N T A N D E X C E L L E N C E AWA R D S Board Recruitment Community Association Member Services

Grassroots Initiative Buck-A-Door Public Affairs

ACHIEVEMENT AWARD

4 5 In the electronic issue of Quorum Magazine, all advertisements are electronically linked with 2 3 ONE-CLICK to the1 advertiser’s website. ACHIEVEMENT AWARD

& Membership Initiative Homeowner Leader Education Member Services

Strategic Planning Initiative & Development Chapter Management

Mentoring Project Business Partner Leadership

ACHIEVEMENT AWARD

MARCH 2020

0202 T SUGUA

YOUR INFLUENCE

Mission Lakes Country Club

EXCELLENCE AWARD

With Assistance of Security 40the How to Prepare for SB323 48 Should Associations Open Their Pools? 50 Riverside County Guidance on Shared Pools in Response to Coronavirus 42 Landscape Maintenance in the COVID-19 Era 43 Novel Coronavirus COVID-19 Testing Centers 44 Opening Amenities Way Life for the HOABetter, 26 of Materials - Good, Best…. 3820COVID-19: The Added Uncertainty of Insurance 39 CAI National – A Source of Nationwide HOA Resources on COVID-19 40 Comfort in the New CAI Coronavirus Statement Safely After COVID-19 Closures 35 Reducing COVID-19 Liability 36 Resolving HOA Neighbor-Neighbor Disputes in the Age of Coronavirus (Happy Wanderer) to Help You Manage Through COVID-19 32 What Construction or Maintenance is Allowed During the COVID-19 Crisis? 34 Restart Water Systems Indio Springs RV Resort 1010CAI-CV Wins TEN National Awards 16 CAI Business Partners and Management Companies are Trusted Professional Advisors 30 Important Links

HOA MAINTENANCE FRIDAY, MARCH 6, 2020 EXCELLENCE AWARD & MINI TRADE SHOW LUNCH PROGRAM EDUCATIONAL CAI-CV’S

10 Community Spotlight

10 Indio Springs RV Resort (Happy Wanderer) Wins TEN National Awards 16 CAI Business Partners and Management Companies are Trusted Professional Advisors 30 Important Links 1020CAI-CV CAI Coronavirus Statement to26Help You Manage COVID-19 32 What Construction or Maintenance is Allowed During the COVID-19 Crisis? 34 Restart Water Systems Materials - Good,Through Better, Best…. Safely After COVID-19 Closures 35 Reducing COVID-19 Liability 36 Resolving HOA Neighbor-Neighbor Disputes in the Age of Coronavirus 40 How to Prepare for SB323 38 COVID-19: The Added Uncertainty of Insurance 39 CAI National – A Source of Nationwide HOA Resources on COVID-19 40 Comfort in the New Way of Life for the HOA 42 Landscape Maintenance in the COVID-19 Era 43 Novel Coronavirus COVID-19 Testing Centers 44 Opening Amenities With the Assistance of Security 48 Should Associations Open Their Pools? 50 Riverside County Guidance on Shared Pools in Response to Coronavirus

$4.95

MAXIMIZE

AUGUST 2020

MARCH 2020

AUGUST 2020

QUORUM MAGAZINE COVER SPONSORSHIP ........................................ $3,500 0 20 2 E N U J

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JUNE 2020

$4.95

0 20 2 HC R A M

CAI-CV’s Quorum Magazine is a full-color, monthly publication electronically published for our chapter. Paper copies are now available. Quorum has won two CAI National Awards, maintaining its blue-ribbon quality for the past seven years. Quorum is delivered to more than 2,000 Coachella Valley Chapter members and affiliates and hundreds of non-members. Quorum is a perfect vehicle to advertise your company. The advertising deadline is the first of the month preceding the month you wish your advertisement to run. Advertising specifications and pricing can be found on page 53 and on the order form on page 66 or online at CAI-CV.org.

JUNE 2020

MARCH 2020

ADVERTISING IN QUORUM IS ONE OF THE FASTEST WAYS TO RAISE YOUR VISIBILITY AMONG CAI-CV MEMBERS!

JUNE 2020

(Choose September or December) • Company photo and logo on Quorum Magazine cover • 500-word article • Half–page inside ad

FEATURE FOR STANDARD SIZED ADS, YOU CAN NOW REQUEST A SPECIFIC LOCATION (UNLESS OTHERWISE SOLD) IN THE MAGAZINE FOR AN EXTRA $200. CALL THE CAI-CV OFFICE TO REQUEST SPECIAL AD PLACEMENT. COLOR

MONTHLY

Cover Package (Choose SEP, DEC)

$3,500.00

Center 2–Page Full Spread

$2,000.00

2–Page Spread

$1,800.00

Inside Front Cover – Full Page

$1,500.00

Back Outside Cover 8.5” x 8.25”

$1,100.00

Back Outside Cover – Horizontal 8.5” x 4.125”

$1,000.00

Inside Back Cover – Full Page

$900.00

Center Spread – 1 Page

$900.00

Full Page

$900.00

2/3 Vertical

$750.00

1/2 Horizontal

$700.00

1/3 Square

$600.00

1/4 Vertical

$450.00

1/8 Horizontal

$250.00

All ads are electronically linked with ONE-CLICK to the advertiser’s website.

FULL PG

TRIM 11” X 17” LIVE 16.25” X 10.25” BLEED .125”

TRIM 8.5” X 11” LIVE 7.75” X 10.25” BLEED .125”

BLEED

TRIM

TRIM 8.5” X 4.125” LIVE 7.75” X 3.75” BLEED .125”

TRIM 8.5” X 8.25” LIVE 7.75” X 7.875” BLEED .125”

BACK PAGE

LIVE

1/3 BACK PAGE 9

1/3 2/3

Quorum July 2011

1/2

TRIM 8.5” X 5.25” LIVE 7.75” X 4.5” BLEED .125”

1/8 1/3

1/8

1/4

1/8 12

TRIM 5.445” X 11” LIVE 4.595” X 10.25” BLEED .125”

TRIM 5.445” X 5.445” LIVE 4.695” X 4.695” BLEED .125”

1/4 LIVE 4.7715” X 3.6672” 1/8 LIVE 3.667” X 2.3027”

CAI-CV.org

Quorum July 2011

1/8TH NONMEMBER ADS 3.8125” X 1.5723”

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FEATURE

SHHH!

WE’RE HEADING BACK TO 1920 TO THE BEGINNING OF PROHIBITION!

Welcome to CAI-CV's Speakeasy The Red Velvet Room Did you know that drinking alcohol was never actually illegal? Only the manufacture, transportation and sale of alcohol was prohibited.

CHAMPAGNE SPONSOR...........................$1,200.00 (Limit 2 - CAI-CV to provide plastic champagne flutes to all participants) • Company may provide representative(s) to greet guests and pour champagne • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) registrations

RUBY RESERVED HALF TABLE SPONSOR... $1,000 (Limit 10)

FRIDAY, JANUARY 28, 2022 AWARDS AND MONTE CARLO NIGHT OMNI RANCHO LAS PALMAS RESORT & SPA Maximize your sponsorships! Choose one sponsorship for Awards and one for Monte Carlo.

AWARDS & MONTE CARLO TITLE SPONSOR TITLE SPONSOR...................................... $2,000 LD

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• Company name on invitation • Company name placed prominently on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Reserved table for ten (10) participants with ten (10) registrations

AWARDS CEREMONY SPONSORSHIPS PLATINUM SPONSOR ............................. $1,400 (Limit 15) • Company will help with presenting awards • Company name on invitation • Company name on professionally designed event signage • Company name in Quorum Magazine • Reserved table for ten (10) participants with ten (10) registrations • Table placement close to stage Quorum July, 2021

• Company name on invitation • Company name on professionally designed event signage • Company name in Quorum Magazine • Reserved table for ten (10) participants with ten (10) registrations

GOLD SPONSOR ....................................... $750 (No limit) • Company name on professionally designed event signage • Company name in Quorum Magazine • Two (2) participant registrations

AWARDS SPONSOR .................................. $750 (Limit 4 - CAI-CV will provide awards) • Company name on professionally designed event signage • Company name in Quorum Magazine • Two (2) participant registrations

ENTERTAINMENT SPONSOR ..................... $750 (Limit 3 - CAI-CV will provide entertainment) • Company name on professionally designed event signage • Company name in Quorum Magazine • Two (2) participant registrations

PHOTOGRAPHY SPONSOR ....................... $750 (Limit 3 - CAI-CV will provide photographer) • Company name on back of photo given to each attendee • Company name on professionally designed event signage • Company name in Quorum Magazine • Two (2) participant registrations

FEATURE DECORATION SPONSOR ........................... $650

ROULETTE SPONSOR ................................ $500

(Limit 3)

(Limit 2)

(Limit 3 - CAI-CV will provide candy) • Company name on professionally designed event signage • Company name in Quorum Magazine • One (1) participant registration

VALET SPONSOR ....................................... $500 (Limit 1) • Company name on professionally designed event signage near valet • Company name on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

MONTE CARLO SPONSORSHIPS CARD SPONSOR ...................................... $1000 LD

(Limit 1 - CAI-CV will purchase cards with sponor’s logo to give to all attendees) • Company name on professionally designed event signage • Company name in Quorum Magazine • Two (2) participant registrations

CHIPS SPONSOR ..................................... $1000 (Limit 1 - Sponsor will provide chips with company logo) • Company name on professionally designed event signage • Company name in Quorum Magazine • Two (2) participant registrations

BLACKJACK TABLE SPONSOR .................. $500 (Limit 7) • Company name on professionally designed event signage • Company name in Quorum Magazine

• One (1) participant registration

CRAPS TABLE SPONSOR ........................... LD $500

(Limit 1)

• Company name on professionally designed event signage • Company name in Quorum Magazine • One (1) participant registration

GRAND JACKPOT SPONSOR .................... $450 (Limit 1 – Sponsor to provide prize valued at $300 minimum) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) participant registrations

FOOD SPONSOR ....................................... $300 (No limit) • Company name on professionally designed event signage at buffet table(s) • Company name in Quorum Magazine

SCHOLARSHIP SPONSOR .......................... LD $300

(Limit 2)

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine

CLAC SPONSOR ........................................ LD $300

(Limit 1)

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine

• One (1) participant registration

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CANDY BUFFET TABLE SPONSOR ............ $500

• Company name on professionally designed event signage • Company name in Quorum Magazine

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FEATURE

SUPPORT CAI-CV EDUCATION

5 WAYS TO MAXIMIZE YOUR PARTICIPATION IN CAI-CV’S EDUCATIONAL LUNCH PROGRAMS Companies may reserve a table of ten for any of the in-person trade shows, allowing you to invite your clients and associates to attend as your guests.

EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOWS For all CAI-CV members

SPONSORSHIP OPPORTUNITIES Face-to-face interaction with managers and board members is the fastest way to grow your business. CAI-CV’s Educational Lunch Programs & Mini Trade Shows are attended by 150 to 220 CAI-CV members. Educational Lunch programs will take place at Palm Valley Country Club (starting in October) and start with the Mini Trade Show at 11:15 a.m. The mini trade shows are typically limited to 30 vendor booths and include a draped six-foot table where business partners and management companies can display marketing materials and meet and shake hands with CAI-CV members.

REMAINING 2021 PROGRAMS

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July 23, 2021, 11:30 AM (Via Zoom)

TOPIC: Bids & Contracts

August 20, 2021, 11:30 AM (Via Zoom) TOPIC: Solar Energy Systems

September 24, 2021, 11:15 AM (Via Zoom) TOPIC: Cybersecurity

Virtual Sponsorships for July, August, and September are available for $500 each, and include a $450 ad in Quorum Magazine the following month. IN-PERSON AT PALM VALLEY COUNTRY CLUB October 22, 2021, 11:15 AM (Friday) TOPIC: Legislative Changes & Case Law Update

November 19, 2021, 11:15 AM (Friday) TOPIC: Dispute Resolution, IDR, and ADR

December 17, 2021, 11:15 AM (Friday) TOPIC: Ask the Attorney: Non-COVID-19 Edition

Quorum July, 2021

(Virtual events in July, August, and September include a 30 second commercial on Zoom, a slide with the sponsors contact information sent to all participants, a copy of the participant attendees with contact information, and a $450 credit toward a Quorum Magazine ad for the following month.

FOR OCTOBER, NOVEMBER, AND DECEMBER PROGRAMS

1 RESERVED TABLE SPONSOR ................ $500 • Your company name on reserved table for 10 clients and associates • Ten registrations for the lunch program

(Legislative Update Reserved Table Sponsor $600)

2 EXHIBITOR BOOTH SPONSOR ............. $500 • Six-foot draped table for displaying marketing materials and giveaways • Name on electronic flyers, included in tabletop displays, on sponsor slide and in Quorum Magazine

(Legislative Update Exhibitor Booth Sponsor $600)

3 NAME TAG SPONSOR ........................... $500 (Limit 1 per program) • Your company name incorporated in event name tags for speakers and guests

(Legislative Update Name Tag Sponsor $600) (Limit 1)

4 HANDOUT SPONSOR............................ $500 (Limit 1 per program) • Sponsors name on front page of handouts

(Legislative Update Handout Sponsor $600) (Limit 1)

5 PEN SPONSOR ...................................... $200 SOLD (Limit 1 per program)

• Sponsor provides pens with company logo for 200 participants

(Legislative Update Pen Sponsor $300) (Limit 1)

FEATURE

COMMUNITY ASSOCIATION BOARD MEMBER & HOMEOWNER LEADER EDUCATION TUESDAYS, 9:00 A.M. Board Member Workshops will take place at the CAI-CV Classroom and will also be available via Zoom.

Between CAI and DCHC, we have more than 1,200 community board members who are invited to each of these classes. Classes generally attract 20 to 60 association board members. As a sponsor, you and one other sponsor will: • Receive name and contact information on signage and/ or on PowerPoint presentation • Greet guests • Hand out materials about your business • Make a five-minute presentation about your company • Introduce the guest speakers

Following the meeting, you will have time to answer questions from the students. If you are a licensed professional who has experience with teaching or public speaking, you may request to speak at a class that you sponsor. See the Speaker Form on page 20 of the 2021 Marketing Plan (https://issuu.com/cai-cv/ docs/5374_caicv_2021marketingplan_issuu). If COVID restrictions require some of these programs to be virtual; sponsors will receive a virtual marketing opportunity plus a quarter-page ad ($450 value) in an upcoming issue of Quorum Magazine. If virtual meetings are required, DCHC will combine programs and meet via Zoom on the Cathedral City dates.

LD SOAugust 10, 2021 D L SOSeptember 14, 2021 LD SOOctober 12, 2021 LD SONovember 12, 2021

LD SODecember 14, 2021

Understanding Basic Financials for HOAs HOA Insurance Fundamentals HOA Community Maintenance Funding Sources for HOAs “Ask the Attorney” at Shields Date Garden (3:30 p.m. to 5:00 p.m. Includes free admission to CAI-CV’s Wine Tasting event at 5:30 p.m.) Violations, Towing & Parking

DESERT CITY HOA COUNCIL – PALM SPRINGS LEISURE CENTER COMMUNITY ROOM, PALM SPRINGS .......................................... OUT $500 SOLD WEDNESDAYS, 10:00 A.M. TO 12:00 P.M. September 29, 2021

Indian Land & HOAs

October 27, 2021

Rules, Regulations & Fine Schedules

November 18, 2021

Maintaining Property Values

DESERT CITY HOA COUNCIL – CATHEDRAL CITY LIBRARY, CATHEDRAL CITY ............... OUT $500 SOLD THURSDAYS, 10:00 A.M. TO 12:00 P.M. September 16, 2021

Indian Land & HOAs

October 21, 2021

Rules, Regulations & Fine Schedules

November 17, 2021

Maintaining Property Values

BOARD MEMBER WORKSHOPS – CAI-CV CLASSROOM, PALM DESERT .................... $500

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(November 12th BMW will be at Shields Date Garden at 3:30 p.m.)

JOIN THE MEMBERSHIP COMMITTEE

YOUR INFLUENCE

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(Limit 2)

July 13, 2021

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SPONSOR A BOARD MEMBER WORKSHOP OR DESERT CITIES HOA COUNCIL MEETING

FEATURE

BCP BOARD CERTIFICATE PROGRAM - BOARD LEADERSHIP DEVELOPMENT WORKSHOP November 5, 2021, 8:30 AM (Friday) MODULE SPONSORS ................................ $500 (Limit 1 per module) • Company name and contact information on tabletop signage at event • Company name on invitation • Invitation to introduce guest speakers to class

CHOOSE YOUR MODULE • Module 1: Governing Documents and Roles & Responsibilities. D L O S • Module 2: Communications, Meetings and Volunteerism. • Module 3: Fundamentals of Financial Management. D SO • LModule 4: Professional Advisors and Service Providers. • Module 5: Association Rules and Conflict Resolution.

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MANAGER EDUCATION

MOTR MANAGER ON THE RUN (MOTR) SPONSOR A MANAGER ON THE RUN WORKSHOP ........................ OUT $500 SOLD (Limit 2)

NEW in 2021, Manager on the Run (MOTR) workshops will be offered to both managers and assistant managers. All MOTR workshops will offer managers one CEU.

Quorum July, 2021

MAXIMIZE

YOUR INFLUENCE

JOIN THE PROFESSIONAL MANAGERS COMMITTEE As a sponsor, you will receive: • Name on Invitation • Name and contact information on signage and/or on PowerPoint presentation • Greet guests • Hand out materials about your business • Make a five-minute presentation about your company • Introduce the guest speakers

IN PERSON IN CAI-CV CLASSROOM AND VIA ZOOM OUT SOLD August 6, 2021, 8:30 AM (Friday) TOPIC: Dealing with Difficult People

September 3, 2021, 8:30 AM (Friday) TOPIC: Personal Life Energy Assessment

October 1, 2021, 8:30 AM (Friday) TOPIC: A Year in the Life of a CAM

November 12, 2021, 8:30 AM (Friday) TOPIC: Managing Complex Amenities

December 3, 2021, 8:30 AM (Friday) TOPIC: Preserving Home Values

FEATURE

40TH ANNIVERSARY CELEBRATION AND WINE TASTING November 12, 2021, 5:30 PM (Friday) Shields Date Garden

October 29, 2021, 5:30 PM (Friday) Annual Oktoberfest Celebration (for all members) Sunshine Landscape

November 12, 2021, 5:30 PM (Friday) 40th Anniversary Celebration & Wine Tasting Shields Date Garden

December 10, 2021, 6:30 AM (Friday) CAI-CV’s Holiday Golf Tournament (for all members) Desert Princess Country Club Golf Resort

January 28, 2022, 5:30 PM (Friday) 2020 & 2021 Awards & Monte Carlo Night (for all members) Omni Rancho Las Palmas Resort & Spa

TITLE SPONSOR...................................... $1,500 LD

(Limit 1)

• Sponsor to welcome guests during program and introduce speakers • Company name on professionally designed event signage displayed at the tasting tables • Company name on website in event registration • Company name included on event ﬂyer • Company name in Quorum Magazine • Three (3) registrations

RESERVE A TABLE OF EIGHT FOR YOU AND YOUR GUESTS .................. $500 • Eight registration tickets • RESERVED table with company name on table-top sign

CHAMPAGNE RECEPTION O SPONSOR LD .... $1,000

(Limit 1 – Sponsor to provide plastic champagne ﬂutes to all participants)

• Company may provide representative(s) to greet guests and pour champagne • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) registrations

BUY NOW CLICK HERE

Annual Bowling Tournament (for all members) Palm Springs Lanes

CABERNET SPONSOR ............................... $750 (Limit 4) • Share in announcing silent auction winners • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registrations

CAI-CV.org

facebook.com/CAICV

@CAI-CV

CLICK HERE TOTHEDOWNLOAD FORMS

October 1, 2021, 5:30 PM (Friday)

Come Celebrate CAI-CV’s 40 years serving the HOA industry. Do some holiday shopping at one of the best silent auctions in the Valley while sipping wine and enjoying Shield’s gourmet appetizers.

FEATURE ENTERTAINMENT SPONSOR ..................... $600 (Limit 1 – CAI-CV will provide DJ or other entertainment for event) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

(Limit 1 – CAI-CV will provide photographer)

(No limit)

(Limit 6) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

WINE GLASS SPONSOR ............................ LD $500

BUY NOW CLICK HERE

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

RIESLING FOOD SPONSOR ....................... $300

BORDEAUX SPONSOR .............................. $500

CLICK HERE TOTHEDOWNLOAD FORMS

(Limit 1 – Sponsor to provide wine coasters with company name to all guests)

PHOTO SPONSOR ..................................... $600 • Company name on photos • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

WINE COASTER SPONSOR ....................... $350

(Limit 1 – Sponsor to provide plastic wine glasses with company name to all guests) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) registrations

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

WINE STOPPER SPONSOR ........................ LD $300

(Limit 1 – Sponsor to provide wine stoppers with company name to all guests)

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

COCKTAIL NAPKIN SPONSOR .................. $300 (Limit 1 – Sponsor to provide cocktail napkins with company name for all guests) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

GRAND PRIZE SPONSOR .......................... $400

SILENT AUCTION SPONSOR ..................... $250

(Limit 2 – Sponsor to provide Grand Prize valued at $250)

(No limit)

• Company name on professionally designed event signage near where Grand Prize will be presented • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) registration

• Wine Committee will create a beautiful gift basket worth $250 or more for the Silent Auction • The sponsor will be recognized in the auction brochure

FRIENDS OF CLAC SPONSORS ................. $200 (No limit) • Company name in Quorum Magazine

MAXIMIZE

YOUR INFLUENCE

JOIN THE WINE TASTING COMMITTEE Quorum July, 2021

FEATURE GOLF TOWEL SPONSOR ........................... LD $750

Desert Princess Country Club Golf Resort

FOURSOME SPONSOR .............................. $600 Sponsors will receive four golf registrations that include breakfast, golﬁng, snacks, cocktails, lunch, silent auction, door prizes and photos. Foursome sponsorships are counted toward corporate sponsorship levels but not discounted.

RESERVE A TABLE OF EIGHT FOR YOU AND YOUR GUESTS AT THE GOLF AWARDS LUNCHEON AND AUCTION ...................... $500 • Eight registration tickets • RESERVED table with company name on table-top sign

TOURNAMENT TITLE SPONSOR ............ OLD$2,500

(Limit 1 – Sponsor will recieve top billing at the Spring Golf Tournament)

• Hole Booth on the course • Tournament Booth at registration table and in lunch room • Opportunity to greet players at tee off • Company name on professionally designed event signage with recognition at event • Company name included on event ﬂyer • Company name in Quorum Magazine • Four (4) lunch participant registrations

GOLF BALL CANNON SPONSOR ........... LD$1,500 (Limit 1)

• Hole booth on the course (see Hole Booth Sponsor) • Company name on professionally designed event signage with recognition at event • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

SWAG BAG SPONSOR ............................... LD $500

(Limit 1 – Sponsor to provide swag bags with company name and logo for all players) • Company name on professionally designed event signage with recognition at event • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

GRAND PRIZE SPONSOR .......................... LD $500

(Limit 2 – CAI-CV to provide Grand Prize)

• Company name on professionally designed event signage with recognition at event • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

HOLE BOOTH SPONSOR ........................... LD $500

(Limit 17 - Designated area at hole to display company information and serve light food and beverages) • Company name on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

WATER SPONSOR ...................................... LD $500

(Limit 1 – Sponsor to provide disposable water bottles for all players, CAI-CV will provide bottle hangers with company logo) • Company name on professionally designed event signage • Company name included on event ﬂyer

GOLF CART SPONSOR ........................... $1,000 (Limit 3) • Company name on professionally designed event signage at event and on golf carts • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

MAXIMIZE

YOUR INFLUENCE

JOIN THE GOLF COMMITTEE CAI-CV.org

facebook.com/CAICV

@CAI-CV

BUY NOW CLICK HERE

December 10, 2021, 6:30 AM (Friday)

CLICK HERE TOTHEDOWNLOAD FORMS

HOLIDAY GOLF TOURNAMENT

(Limit 1 – CAI-CV to provide towels with company name or company name for all players)

FEATURE GOLF BALL SPONSOR ............................... LD $400

(Limit 1 – Sponsor to provide golf balls with company logo to put in swag bags for all players) • Company name on professionally designed event signage with recognition at event • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

TEE & BALL MARKER SPONSOR ............... $400 (Limit 1 – Sponsor to provide golf tees and ball markers with company logo to put in swag bags for all players) • Company name on professionally designed event signage with recognition at event • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

TROPHY SPONSOR.................................... $400 (Limit 1)

BUY NOW CLICK HERE

• Recognition on trophy table • Company name on professionally designed event signage with recognition at event • Company name included on event ﬂyer • Presentation of trophies to winning foursome at the Awards Banquet • Company name in Quorum Magazine • Two (2) lunch participant registrations

FOURSOME PHOTO SPONSOR ................. LD $300

(Limit 1 – Sponsor to provide photographer and photos to participants)

• Company name on professionally designed event signage at photo booth • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) lunch participant registrations

CLICK HERE TOTHEDOWNLOAD FORMS

BREAKFAST & LUNCH SPONSOR .............. $300

(No limit) • Company name on professionally designed event signage at breakfast and lunch area with recognition at event • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) breakfast and lunch participant registration • Company name in Quorum Magazine • Recognition at event

Quorum July, 2021

MULLIGAN SPONSOR ............................... $200 (Limit 4) • Company name on mulligan cards • Recognition at event

GREEN SIGNAGE SPONSOR ..................... $150 (No limit) • Company name on professionally designed event signage at designated green

SPECIAL CONTEST SPONSORS CLOSEST TO THE PIN SPONSOR – WOMEN ................................ OLD $300

(Limit 1 – Sponsor to provide prize valued at $100 minimum) • Company name on professionally designed event signage at designated green • Company name in Quorum Magazine • Recognition at event

CLOSEST TO THE PIN SPONSOR – MEN....................................... LD $300

(Limit 1 – Sponsor to provide prize valued at $100 minimum)

• Company name on professionally designed event signage at designated green • Company name in Quorum Magazine • Recognition at event

LONGEST DRIVE SPONSOR – WOMEN ..... $300 OLD

(Limit 1 – Sponsor to provide prize valued at $100 minimum)

• Company name on professionally designed event signage at designated fairway • Company name in Quorum Magazine • Recognition at event

LONGEST DRIVE SPONSOR – MEN LD $300 O...........

(Limit 1 – Sponsor to provide prize valued at $100 minimum)

• Company name on professionally designed event signage at designated fairway • Company name in Quorum Magazine • Recognition at event

FEATURE GREETING SPONSOR ................................ LD $400

Palm Springs Lanes Annual Bowling Tournament (for all members)

BOWLING TOURNAMENT TITLE SPONSOR...................................... $1,500

STRIKE SPONSOR ...................................... $350

(Limit 1)

(Limit 2 – Sponsor to provide $100 prize)

• Bowling lane • Top billing at event and on all communications • Company name on professionally designed event signage as title sponsor • Company name included on event ﬂyer • Company name in Quorum Magazine • Four (4) spectator registrations

GRAND PRIZE SPONSOR .......................... LD $500

(Limit 1 – Sponsor to provide prize valued at $200 minimum) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) spectator registrations

LANE SPONSOR ........................................ $500 (Limit 27 – Sponsor responsible to provide player names to CAI-CV one week prior to event) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Four (4) bowling and dinner registrations

WRISTBAND SPONSOR ...........................$500 (Limit 1 – CAI-CV to provide 200 wristbands with company name) • Company name on professionally designed event signage • Company name on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

• Presents special rafﬂe ticket to any bowler who gets a strike • Company name on professionally designed event signage • Company name in Quorum Magazine • One (1) spectator registration

BAR SPONSOR .......................................... $350 (Limit 4) • Company name on drink tickets or wristbands • Company name on professionally designed event signage • Company name in Quorum Magazine • One (1) spectator registration

FOOD SPONSOR ....................................... $300 (No limit) • Company name on professionally designed event signage • Company name in Quorum Magazine • One (1) spectator registration

LANE ASSIGNMENT SPONSOR ................. $150 (Limit 5) • Company name on lane assignment cards

DESSERT SPONSOR................................... $150 (Limit 2 – Sponsor to provide dessert for event) • Company name on professionally designed event signage at dessert table

MAXIMIZE

YOUR INFLUENCE

JOIN THE BOWLING COMMITTEE CAI-CV.org

facebook.com/CAICV

@CAI-CV

BUY NOW CLICK HERE

October 1, 2021, 5:30 PM (Friday)

• Greets all participants with welcome gift • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) spectator registrations

CLICK HERE TOTHEDOWNLOAD FORMS

BOWLING TOURNAMENT

(Limit 1 – Sponsor to provide welcome gift to all participants)

FEATURE BEER PONG SPONSOR ............................. $750 (Limit 4)

OKTOBERFEST October 29, 2021, 5:30 PM (Friday) Sunshine Landscape Annual Oktoberfest Celebration (for all members)

OKTOBERFEST TITLE SPONSOR ............. $1,500

PHOTO SPONSOR ..................................... $500

(Limit 1 – Sponsor will receive top billing at Oktoberfest)

(Limit 1 – Sponsor to provide photographer and photos to participants)

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) participant registrations

RESERVE A TABLE OF EIGHT FOR YOU AND YOUR GUESTS ....................$500 • Eight registration tickets • RESERVED table with company name on table-top sign

STEIN SPONSOR........................................ LD $750

CLICK HERE TOTHEDOWNLOAD FORMS

BUY NOW CLICK HERE

(Limit 1 – Sponsor to provide steins to all participants)

• Includes Beer Pong table with sponsor’s logo • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) participant registrations

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) participant registrations

T–SHIRT SPONSOR ..................................$700 LD (Limit 2)

• Company name/logo on Oktoberfest T–Shirts • Company name on professionally designed event signage • Company name on event ﬂyer • Company name in Quorum Magazine • Two (2) participant registrations

CORNHOLE SPONSOR .............................. $750 (Limit 4) • Includes Cornhole board set with logo • Company name on professionally designed event signage • Company name on event ﬂyer • Company name in Quorum Magazine • Two (2) participant registrations

Quorum July, 2021

• Company logo on back of photos (stickers supplied by sponsor) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

WRISTBAND SPONSOR ............................. LD $500

(Limit 1 – CAI-CV to provide 200 wristbands with company name)

• Company name on professionally designed event signage • Company name on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

HAUNTED HOUSE SPONSOR .................... $500 (Limit 3) • Company name on professionally designed event signage • Company name included on event ﬂ yer • Company name in Quorum Magazine • One (1) participant registration

PRIZE SPONSOR ........................................ $500 (Limit 2) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

FEATURE POLKA ENTERTAINMENT SPONSOR ........ $500

BRATWURST (FOOD) SPONSOR ................ $300

(Limit 4)

(No limit)

(Limit 3 – Game cups with sponsor’s name provided by CAI-CV) • Game cups with sponsor’s name used in Oktoberfest games such as Beer Pong • Company name included on event ﬂyer • Company name in Quorum Magazine • Two (2) participant registrations

LOWENBRAU SPONSOR ........................... $400 (Limit 8) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

PRETZEL SPONSOR ................................... $300 (Limit 2) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

DESSERT SPONSOR................................... $300 (Limit 4) • Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

BUY NOW CLICK HERE

GAME CUP SPONSOR... ............................ $450

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

CLICK HERE TOTHEDOWNLOAD FORMS

• Company name on professionally designed event signage • Company name included on event ﬂyer • Company name in Quorum Magazine • One (1) participant registration

CAI-CV.org

facebook.com/CAICV

@CAI-CV

ADVERTISING OPPORTUNITIES

PRICING

Monthly $3,500.00 $2,000.00 $1,800.00 $1500.00 $1,100.00 $1,000.00 $900.00 $900.00 $900.00 $750.00 $700.00 $600.00 $450.00 $250.00

BUY NOW CLICK HERE

Cover Package (Choose SEP, DEC) Center 2–Page Full Spread 2–Page Spread Inside Front Cover – Full Page Back Outside Cover 8.5” x 8.25” Back Outside Cover – Horizontal 8.5” x 4.125” Inside Back Cover – Full Page Center Spread – 1 Page Full Page 2/3 Vertical 1/2 Horizontal 1/3 Square 1/4 Vertical 1/8 Horizontal

CLICK HERE TOTHEDOWNLOAD FORMS

TOTAL PRICE

(ALL) AUG SEP OCT NOV DEC

COLOR

SPONSORSHIP OPPORTUNITIES CAI-CV WEBSITE SPONSOR Limit 3 - Choose months - JUL, AUG, SEP, OCT, NOV, DEC CAI-CV APP SPONSOR Limit 3 - Choose months - JUL, AUG, SEP, OCT, NOV, DEC EDUCATIONAL LUNCH PROGRAMS & MINI TRADE SHOWS SPONSORSHIP OPPORTUNITIES ZOOM SPONSOR FOR EDUCATIONAL LUNCH PROGRAM JUL, AUG, SEP RESERVED TABLE SPONSOR (INCLUDES 10 REGISTRATIONS) NOV 19, DEC 17 EXHIBITOR BOOTH SPONSOR (LIMITED BY CAPACITY; INCLUDES 6–FOOT SKIRTED TABLE) NOV 19, DEC 17 NAME TAG SPONSOR (LIMIT 1 PER PROGRAM) NOV 19, DEC 17 HANDOUT SPONSOR (LIMIT 1 PER PROGRAM) NOV 19, DEC 17 PEN SPONSOR (LIMIT 1 PER PROGRAM) NOV 19, DEC 17 SCHOLARSHIP SPONSOR (LIMIT 1 PER PROGRAM) JUL 23, AUG 20, SEP 24, NOV 19, DEC 17 CLAC SPONSOR (LIMIT 1 PER PROGRAM) JUL 23, AUG 20, SEP 24, NOV 19, DEC 17 LEGISLATIVE UPDATE & MINI TRADE SHOW - OCTOBER 22, 2021 Reserved Table Sponsor (includes 10 registrations) Exhibitor Booth Sponsor (Limited by capacity; includes 6–foot skirted table) Name Tag Sponsor (Limit 1 per program) Handout Sponsor (Limit 1 per program) Pen Sponsor (Limit 1 per program) Scholarship Sponsor (Limit 1 per program) CLAC Sponsor (Limit 1 per program)

PRICE

TOTAL PRICE

$700.00 $700.00 PRICE $500.00 $500.00 $500.00 $500.00 $500.00 $200.00 $300.00 $300.00 PRICE $600.00 $600.00 $600.00 $600.00 $300.00 $350.00 $350.00

SOLD

HOA BOARD MEMBER WORKSHOPS (BMW) BMW Course Sponsor (Limit 1)

$500.00

JUL 13, AUG 10, SEP 12, NOV 9, DEC D D SOCT OLD SOL14 SOLD SOL14, SOLD BOARD LEADERSHIP DEVELOPMENT WORKSHOP – NOVEMBER 5, 2021 (LIMITED TO BUSINESS PARTNERS) Module Sponsor (Limit 1) $500.00 D D Circle Module - MODULE 1, MODULE 2, MODULE 3, MODULE 4, MODULE 5 L L O O

LIST MONTHS

MONTHLY

QUORUM MAGAZINE CIRCLE THE MONTHS YOU WANT TO ADVERTISE OR LIST IN MONTH COLUMN:

Quorum July, 2021

DESERT CITIES HOA COUNCIL DCHC Sponsor (Limit 1 per meeting)

OU $500.00 OLD S CIRCLE DATES FOR CATHEDRAL CITY=CC AND PALM SPRINGS=PS: SEP-CC, OCT-CC, NOV-CC, SEP-PS, OCT-PS, NOV-PS MANAGER ON THE RUN (MOTR) UT MOTR Event Sponsor (Limit 2 per event) $500.00 LD O O S JUL 2, AUG 6, SEP 3, OCT 1, NOV 9, DEC 4

CAI-CV.org

$1,500.00 $500.00 $500.00 $500.00 $400.00 $350.00 $350.00 $300.00 $150.00 $150.00 $300.00 $300.00 $1,500.00 $500.00 $750.00 $700.00 $750.00 $750.00 $500.00 $500.00 $500.00 $500.00 $500.00 $450.00 $400.00 $400.00 $300.00 $300.00 $300.00 $300.00 $1,500.00 $500.00 $1,000.00 $750.00 $600.00 $600.00 $500.00 $500.00 $400.00 $350.00 $300.00 $300.00 $300.00 $300.00 $250.00 $200.00

TOTAL PRICE

SOLD SOLD

SOLD

SOLD SOLD SOLD

SOLD SOLD SOLD SOLD

facebook.com/CAICV

@CAI-CV

BUY NOW CLICK HERE

Bar Sponsor (Limit 4) Food Sponsor Lane Assignment Sponsor (Limit 5) Dessert Sponsor (Limit 2 – Sponsor to provide dessert) Scholarship Sponsor (Limit 1) CLAC Sponsor (Limit 1) OKTOBERFEST – OCTOBER 29, 2021 Oktoberfest Title Sponsor (Limit 1) Reserved Table Sponsor - Eight Registrations Stein Sponsor (Limit 1 – Sponsor to provide steins to all participants) T–Shirt Sponsor (Limit 2) Cornhole Sponsor (Limit 4) Beer Pong Table Sponsor (Limit 4) Photo Sponsor (Limit 1 – Sponsor to provide photographer and photos to all participants) Haunted House Sponsor (Limit 3) Wristband Sponsor (Limit 1 – CAI-CV to provide 200 wristbands with company name) Prize Sponsor (Limit 2) Polka Entertainment Sponsor (Limit 4) Game Cup Sponsor (Limit 3) Lowenbrau Sponsor (Limit 8) Bratwurst (Food) Sponsor Pretzel Sponsor (Limit 2) Dessert Sponsor (Limit 4) Scholarship Sponsor (Limit 1) CLAC Sponsor (Limit 1) WINE TASTING – CORKS FOR CLAC – NOVEMBER 12, 2021 Corks Title Sponsor (Limit 1) Reserved Table Sponsor - Eight Registrations Champagne Reception Sponsor (Limit 1– Sponsor to provide plastic champagne flutes) Cabernet Sponsor (Limit 4) Entertainment Sponsor (Limit 1 - CAI-CV will provide DJ or other entertainment for event) Photo Sponsor (Limit 1 - CAI-CV will provide photographer ) Bordeaux Sponsor (Limit 6) Wine Glass Sponsor (Limit 1 - Sponsor to provide plastic wine glasses) Grand Prize Sponsor (Limit 2 – Sponsor to provide $250 Grand Prize) Wine Coaster Sponsor (Limit 1 - Sponsor to provide wine coasters) Riesling Food Sponsor Wine Stopper Sponsor (Limit 1 – Sponsor to provide wine stoppers) Cocktail Napkin Sponsor (Limit 1 – Sponsor to provide cocktail napkins) Scholarship Sponsor (Limit 1) Silent Auction Sponsor Friends of CLAC Sponsor

PRICE

CLICK HERE TOTHEDOWNLOAD FORMS

NETWORKING OPPORTUNITIES & SPONSORSHIP OPPORTUNITIES BOWLING TOURNAMENT – OCTOBER 1, 2021 Bowling Tournament Title Sponsor (Limit 1 – includes lane) Grand Prize Sponsor (Limit 1 – Sponsor to provide $200 Grand Prize) Lane Sponsor (Limit 27) Wristband Sponsor (Limit 1 – CAI-CV to provide 200 wristbands with company name) Greeting Sponsor (Limit 1 – Sponsor to provide welcome gifts) Strike Sponsor (Limit 2 – Sponsor to provide $100 prize)

BUY NOW CLICK HERE

CLICK HERE TOTHEDOWNLOAD FORMS

HOLIDAY GOLF TOURNAMENT – DECEMBER 10, 2021 Foursome (included for corporate sponsorship totals but not discounted) Reserved Table Sponsor - Eight Registrations Tournament Title Sponsor (Limit 1) Golf Ball Cannon Sponsor (Limit 1) Golf Cart Sponsor (Limit 3) Golf Towel Sponsor (Limit 1 – CAI-CV to provide towels for swag bags) Swag Bag Sponsor (Limit 1 – Sponsor to provide swag bags) Grand Prize Sponsor ( Limit 2 – CAI-CV to provide Grand Prize) Hole Booth Sponsor (Limit 17 – Sponsor to provide display, food, beverages) Water Sponsor (Limit 1 – Sponsor to provide disposable water bottles) Golf Ball Sponsor (Limit 1 – Sponsor to provide golf balls for swag bags) Tee & Ball Marker Sponsor (Limit 1 – Sponsor to provide golf tee and ball markers) "CAI Spring Cup" Trophy Sponsor (Limit 1) Foursome Photo Sponsor (Limit 1 – Sponsor to provide photographer & photos) Breakfast and Lunch Sponsor Mulligan Sponsor (Limit 4) Green Sign Sponsor HOLIDAY GOLF SPECIAL CONTEST WINNERS Closest to the Pin – Women (Limit 1 – Sponsor to provide $100 prize) Closest to the Pin – Men (Limit 1 – Sponsor to provide $100 prize) Longest Drive – Women (Limit 1 – Sponsor to provide $100 prize) Longest Drive – Men (Limit 1 – Sponsor to provide $100 prize) Scholarship Sponsor (Limit 1) CLAC Sponsor (Limit 1) 2020 & 2021 AWARDS & MONTE CARLO NIGHT - JANUARY 28, 2022 Title Sponsor (Limit 1 - Includes table for 10) Platinum Sponsor (Limit 15 - Includes table for 10) Champagne Sponsor - (Limit 2) Ruby Reserved Half Table Sponsor Gold Sponsor Awards Sponsor (Limit 4 - CAI-CV will provide awards) Entertainment Sponsor (Limit 3 - CAI-CV will provide entertainment) Photography Sponsor (Limit 3 - CAI-CV will provide photographer) Decoration Sponsor (Limit 3) Candy Buffet Table Sponsor (Limit 3 - CAI-CV will provide candy) Valet Sponsor (Limit 1) Card Sponsor (Limit 1 - CAI-CV will provide cards with company name) Chips Sponsor (Limit 1 - Sponsor to provide chips with company name) Blackjack Table Sponsor (Limit 7) Roulette Sponsor (Limit 2) Craps Table Sponsor (Limit 1) Specialty Gaming Sponsor (Limit 2) Triple Shot Bonus Sponsor (Limit 1) Grand Jackpot Sponsor (Limit 1 - Sponsor to provide $300 grand prize) Food Sponsor Scholarship Sponsor (Limit 2) CLAC Sponsor (Limit 1)

$600.00 $500.00 $2,500.00 $1,500.00 $1,000.00 $750.00 $500.00 $500.00 $500.00 $500.00 $400.00 $400.00 $400.00 $300.00 $300.00 $200.00 $150.00 $300.00 $300.00 $300.00 $300.00 $300.00 $300.00 $2,000.00 $1,400.00 $1,200.00 $1000.00 $750.00 $750.00 $750.00 $750.00 $650.00 $500.00 $500.00 $1,000.00 $1,000.00 $500.00 $500.00 $500.00 $500.00 $500.00 $450.00 $300.00 $300.00 $300.00

TOTALS PAGE XX TOTAL PAGE XX TOTAL PAGE XX TOTAL PAGE XX TOTAL PAGE XX TOTAL PAGE XX TOTAL TOTAL ALL PAGES

Quorum July, 2021

TOTAL DUE

SOLD SOLD SOLD SOLD SOLD SOLD SOLD SOLD SOLD

SOLD SOLD SOLD SOLD SOLD SOLD SOLD

SOLD SOLD SOLD SOLD SOLD SOLD

CHAPTER NEWS

CAI-CV Membership Drive Sponsored by Prendiville Insurance Agency Start recruiting and win cash prizes from CAI-CV and CAI National! Once again, Prendiville Insurance Agency is the title sponsor of the CAI-CV Membership Drive. You can win a $1,000 GRAND PRIZE Travel Voucher to go anywhere you want or turn it in for cash. The $1,000 prize will go to the member who brings in the most recruits during the year. The grand prize will be awarded at the Awards Ceremony on Friday, January 28, 2022. Additionally, each month, the Chapter will hold a random drawing of all recruiters. The winner will receive a $50 Visa gift card, and they will receive a $25 gift card for their new member. Each month, recruiters will also be enrolled in CAI National’s membership drive where they will be eligible for an additional $100 or $200 prize based on the number of their recruits. They will also be eligible for CAI National’s coveted Recruiter of the Year Award. This year, if we bring in 50 new members, CAI National will give the Chapter a $20,000 grant!

USE THESE LINKS TO ASSIST YOU WITH YOUR RECRUITING!

$295 for 15 Memberships: CLICK HERE • All Board Members • All Committee Chairs/Co-Chairs • Key Committee Members • Potential Board Members

$125 CLICK HERE • Community Volunteers • Individual Residents

Managers $139 CLICK HERE • All Managers • All Assistant Managers • Key Management Company Employees

MEMBERSHIP APPLICATIONS & WHO SHOULD JOIN CAI HOAs

Individual Homeowner Leaders

Management Companies $425 CLICK HERE • All Management Companies

Business Partners $600 CLICK HERE • All Business Partners • Realtors

Multi Chapter Business Partners $325 CLICK HERE • Business Partners Who Are Members of Another CAI Chapter

SPECIALIZING IN COMMUNITY ASSOCIATION INSURANCE

CAI-CV.org

facebook.com/CAICV

@CAI-CV

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CONTACT OUR LANDSCAPE PROFESSIONALS TODAY! • Cleanups • Lawn/Garden Maintenance • Irrigation Systems and Installation

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Prendiville Insurance Agency | 760-770-5868, Ext. 302 |760-774-2099 (Cell) | Matt@PrendivilleAgency.com

Quorum July, 2021

CREATIVE | BRAND | STRATEGY WORKING WITH YOU TO CREATE EFFECTIVE DESIGN SOLUTIONS

Proud to be a part of the award winning CAI-CV team!

(714) 293-3749 BissellDesign.com

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

In high school, Mike was caught digging a pool behind the football field… by hand!Today he remodels pools! Was there ever any doubt?

Lic #896061 C-53 CAI-CV.org

facebook.com/CAICV

@CAI-CV

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

SIGN UP NOW FOR FALL IN-PERSON EVENTS ANNUAL BOWLING TOURNAMENT LEGISLATIVE UPDATE & MINI TRADE SHOW OKTOBERFEST (SPOOKTOBERFEST) 40TH ANNIVERSARY WINE TASTING NOVEMBER PROGRAM & MINI TRADE SHOW ANNUAL HOLIDAY GOLF TOURNAMENT DECEMBER PROGRAM & MINI TRADE SHOW 2020 AND 2021 AWARDS COMBINED

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

Sponsorships Now Available for In-Person Events

Attendance will be first-come, first-served if attendance is restricted. CLICK ON EVENTS TO SIGN UP

CAI-CV UPCOMING EVENTS

CLICK ON EVENTS TO SIGN UP

JULY

AUGUST

CAI-CV’s Manager on the Run (MOTR)

(for managers and assistant managers)

CAI-CV’s Board Member Workshop (BMW)

CAI-CV’s Board Member Workshop (BMW) (for board members) WHEN: Tuesday, August 10, 2021, 9:00 a.m. WHERE: CAI-CV Classroom & Virtual via Zoom

WHEN: Friday, July 2, 2021, 9:00 a.m. WHERE: Virtual via Zoom (for board members)

WHEN: Tuesday, July 13, 2021, 9:00 a.m. NEW TIME! WHERE: Virtual via Zoom CAI-CV’S Educational Lunch Program & Mini Trade Show (for all members)

WHEN: Friday, July 16, 2021, 11:30 a.m. WHERE: Virtual via Zoom CAI-CV’s Educated Business Partner Class & Summer Sizzler (Postponed until fall) (Previously scheduled for July 16th)

CAI-CV Shredding Event WHEN: Wednesday, August 25, 2021 10:30 a.m. to 1:30 p.m. WHERE: CAI-CV Office Parking Lot 75410 Gerald Ford Drive, Suite 102, Palm Desert

WHEN: Friday, August 6, 2021, 9:00 a.m. WHERE: CAI-CV Classroom & Virtual via Zoom

2022 CAI-CV 2020 & 2021 Awards Combined & Monte Carlo Night (for all members) WHEN: Friday, January 28th WHERE: Omni Las Palmas Resort & Spa, Rancho Mirage

CAI National Convention WHEN: August 18-21, 2021 WHERE: Las Vegas (www.caionline.org) CAI-CV’S Educational Lunch Program & Mini Trade Show (for all members)

WHEN: Friday, August 23, 2021, 11:30 a.m. WHERE: Virtual via Zoom

CAI National Convention WHEN: August 18-21, 2021 WHERE: Las Vegas (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 UPDATED 2021 Advertising & Sponsorship Plan - SEE PAGE 50