Quorum November 2021

NOVEMBER 2021

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NOVEMBER 2021

INSIDE 10 How HOA Boards Can Participate in the Legislative Process 10 Help CAI’s Efforts in Sacramento to Protect the HOA Industry 11 12 Reasons Why You Should Donate to CLAC 12 CAI-CLAC 2021 Accomplishments 14 Community Association Board Resolution for CAI-CLAC Contribution 15 CLAC Buck-A-Door Campaign Form 16 40 Years at CAI-CV (Part 2) 29 CAI-CV Annual Legislative Update 32 Thank You to CAI-CV Chapter Angels

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Quorum November, 2021

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facebook.com/CAICV

@CAI-CV

3

CAI-CV NEW & RENEWING MEMBERS NEW NATIONAL CORPORATE MEMBERSHIP

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

CONDOLOGIC Jennifer Tirado (904) 329-7239 jennifer.tirado@condologic.com

RENEWING MANAGEMENT COMPANY MEMBERSHIP

RENEWING BUSINESS PARTNER MEMBERSHIPS

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

AUTOMATION PRIDE Dana Pride (760) 423-6567 danapride@automationpride.com BPR, INC.

COMMUNITY ASSOCIATION FINANCIAL SERVICES, LLC Doug Bothe (760) 323-7475 doug@cafshoa.com

Sue Sweeney (760) 507-5709 thomasandsueare@yahoo.com

Bridget Nigh (760) 972-6830 Bridget.Nigh@dunnedwards.com

Danielle Lampreda (408) 483-6409 dlampreda@drminternet.com

EMPIREWORKS RECONSTRUCTION AND PAINTING

Gretchen Redewill (760) 420-0535 gredewill@drminternet.com Meranda Valencia (760) 346-1161 meranda.valencia@associa.us DESERT SHADOWS RV RESORT OA, INC.

Christy Brian (949) 716-8764 christyb@hoa-insurance.com

David Smith (760) 321-7676 resortmanager@desertshadowsrv.org

MARTIN SWEEPING/PRESSURE WASHING

MOTORCOACH COUNTRY CLUB PROPERTY OWNER ASSOCIATION, INC

Jasmine Garrison (760) 200-9510 jasmine@martinsweeping.com

Carla Boosalis (760) 342-4215 cboosalis@drminternet.com

RICHARDSON|OBER|DENICHILO LLP

Paul Johnson (951) 232-8237 paul@motorcoachcountryclub.com

Janna Delgado (626) 449-5577 Ext. 415 janna@rodllp.com

COVID-19 VACCINES

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RENEWING MANAGER MEMBERSHIPS

DUNN-EDWARDS CORPORATION

LABARRE/OKSNEE INSURANCE AGENCY, INC.

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

NEW VOLUNTEER MEMBERSHIPS

Sandra Bird Shirley Briggs Lee Fashempour Ruth Jetmore Marie LoPresto Colleen Satragni Don Stuart

ASSOCIA DESERT RESORT MANAGEMENT

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

Thomas Cannon John Gallucci Alan Krug Loretta Tremper

REALMANAGE

Jenny Covert (760) 773-0123 Ext. 109 jenny@whitestarmgmt.com

Wayne Carlsen (760) 320-0848 wayne@brabo-carlsen.com

Daniel Randles (951) 492-8227 drandles@desertprincesscc.com

HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION

WHITESTAR MANAGEMENT

BRABO & CARLSEN, LLP

PUEBLO SANDS HOMEOWNERS ASSOCIATION

NEW MANAGER MEMBERSHIPS Mike Riley (760) 409-5848 mike.riley@realmanage.com

Thomas Edelson (855) 804-7336 thomas@bpr1.com

THE MANAGEMENT TRUST, DESERT DIVISION

LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION

RAMS HILL COMMUNITY ASSOCIATION Blythe Cavanaugh Ann Dunham Ted Gamble Tim Gamble Jill Kennedy Crystal Kilpatrick Susan Leahy Kerin Shugart Chris Taylor Harry Turner Daniel Zelac Andrew Zimbaldi TRI-PALM UNIFIED OWNERS ASSOCIATION Marcee Williams

Jon Becker Dawn Billings PUEBLO SANDS HOMEOWNERS ASSOCIATION Eric Yoshimura

RENEWING VOLUNTEER MEMBERSHIPS HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION Patricia Aspan Bruce Byers Ron Hoover Rosemarie Peterson Rhea Weber JACK IVEY RANCH HOMEOWNERS ASSOCIATION Tom Kewish Kelly Maheu Lynn Ross David Weis LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION Greg Asbra John Guerrin Jacquelyn Kausman Dean Priser Larry Saward

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

DID YOU KNOW YOU CAN GET NOTIFIED WHEN IT’S YOUR TURN?

Quorum November, March, 20212021

2021 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

HOA Legal Services

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

MARILYN RAMOS, CO-CHAIR Guralnick & Gilliland, LLP

STEVEN SHUEY, PCAM BOARD LIAISON

CONTENTS

FEATURES 10

Personalized Property Management

By CAI-CV’s Legislative Support Committee & CAI’s California Legislative Action Committee

KIMBERLY BURNETT

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

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Associa Desert Resort Management

MEAGHAN GAFFNEY-HOWE CMCA, AMS 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 CAI-CV

MIKE REY

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

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

HOLLY SMITH, CMCA, AMS, PCAM Associa Desert Resort Management CREATIVE DIRECTOR & GRAPHIC DESIGNER RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749

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

SUBSCRIBER SERVICES

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

How HOA Boards Can Participate in the Legislative Process

Help CAI’s Efforts in Sacramento to Protect the HOA Industry

14

Community Association Board Resolution for CAI-CLAC Contribution

15

CLAC Buck-A-Door Campaign Form

16

40 Years at CAI-CV (Part 2)

By Gen Wangler

By Jay Jarvis, CMCA, AMS

11

12 Reasons Why You Should Donate to CLAC

12

CAI-CLAC 2021 Accomplishments

29 CAI-CV Annual Legislative Update

By Julie Balbini, Esq.

32 Thank You to CAI-CV Chapter Angels

DEPARTMENTS 40th ANNIVERSARY Interviews with CAI-CV Past Presidents

WATER WISE 26 CVWD Adopts Climate Action and Adaptation Plan

By CVWD

20 Bob Wright President in 2005

By Sharron Badham, PCAM

21 Doug Robinson President in 1999

INSURANCE 31 Winter Holiday Safety

By National Fire Protection Association (Submitted by Mike Rey)

By Fran Mullahy

MAINTENANCE & RECONSTRUCTION 22 Balcony Bill Compliance – Year 2 Common Challenges in Real Time

HOMEOWNER LEADERS 36 Board Member Orientation Template

By Steven Shuey, PCAM

37 Homeowner Leaders Recommend Board Orientation

By Chris Sigler, B.S.C.E., C.D.T.

By Bruce Latta, CMCA and Steven Shuey, PCAM

FINANCE PEST CONTROL 24 Reading Financial 42 Ask the Bug Lady Statements

By Lori Fahnestock The Balance Sheet Part 3 HOA LAW Receivables

By Jeremy Newman, CPA 44 Drafting Effective Vendor and Construction Contracts (Part 7)

By Wayne S. Guralnick, Esq. CAI-CV.org

facebook.com/CAICV

@CAI-CV

5

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

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

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. 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.

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Quorum November, 2021

CONTENTS

CHAPTER NEWS

CAI-CV

EDUCATED BUSINESS PARTNER

COVID-19 Vaccines

4

CAI-CV New & Renewing Members

Prendiville Insurance Agency

6

CLINT ATHERTON, PCAM PRESIDENT-ELECT

CAI-CV Educated Business Partners

8

President’s Message

9

List of Quorum Advertisers

MATT LAWTON, CIC, CIRMS PRESIDENT

Sun City Palm Desert

MIKE TRAIDMAN PAST PRESIDENT

Mira Vista at Mission Hills HOA

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. SECRETARY

EDUCATED BUSINESS PARTNER

By CAI-CV’s Professional Managers Committee

19 Awards Nominees Needed!

STEVEN SHUEY, PCAM TREASURER MICHA BALLESTEROS DIRECTOR

29 Thanks to Our October Program Sponsors

Cartwright Termite & Pest Control, Inc.

DAN FARRAR, CMCA, AMS DIRECTOR

41 2020/21 Chapter Award Nomination Form Nominations Due December 13, 2021 43 CAI-CV Membership Drive Sponsored by Prendiville Insurance Agency

25 2021 Titanium Sponsor Spotlight Signarama

Fiore Racobs & Powers, A PLC

Personalized Property Management CAI-CV

39 CAI-CV Launches New Career Center

4

2021 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

35 Printed Quorums Now Available

47 Like & Follow Us on Facebook and Instagram 47 Have You Heard?

By Holly Smith, PCAM 52 40th Anniversary Corporate Sponsors

FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

LONI PETERSON, PCAM DIRECTOR

Associa Desert Resort Management

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA CAI-CV

EDUCATED BUSINESS PARTNER

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

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

EVENTS 9

CAI-CV Board Member Workshop ASK THE ATTORNEY Friday, November 12, 2021, 3:30 p.m. – 5:00 p.m.

Shields Date Garden (Theater), 80225 CA-111, Indio

28 CAI-CV Educational Lunch Program & Mini Trade Show Legislative Update Photos – October 22, 2021 30 CAI-CV 40th Anniversary Celebration & Wine Tasting Friday, November 12, 2021, 5:30 p.m., Shields Date Garden 34 CAI-CV Annual Holiday Golf Tournament CHRISTMAS VACATION (National Lampoon's) Desert Princess Country Club Friday, December 10, 2021 36 UC Riverside 12th Annual Inland Empire Economic Forecast Conference Wednesday, November 10, 2021 (Virtual) 40 CAI-CV Annual Awards & Monte Carlo Night CAI-CV’s SPEAKEASY - RED VELVET LOUNGE Friday, January 28, 2022 (Nomination Form on Page 41) 49 CAI-CV Educational Lunch Program & Mini Trade Show Resolving HOA Disputes Without Litigation Friday, November 19, 2021 52 Upcoming Events CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

FROM THE CHAPTER

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

T

he Coachella Valley “season” is in full swing. Welcome back to our snowbird members!

We have an exciting November planned for you, focusing on our 40th Anniversary and Wine Tasting at Shields Date Garden (5:30 p.m.) on Friday, November 12th. Great food, outstanding wines, entertainment, and the most incredible silent auction is being prepared for our members and guests.

You will be able to get all your holiday shopping done that evening. Prior to the wine tasting, we are hosting an “Ask the Attorney” program for community board members (3:30 p.m. to 5:00 p.m.) in the Shields’ Theater. The program is open to all Homeowner Leaders and includes entrance to the wine tasting following the program. Our thanks to the esteemed panel of attorneys, Emily Long, Esq. (Epsten, APC), Lisa Tashjian, Esq. (Beaumont Tshjian), and Carter Watkins, Esq. (Green Bryant & French, LLP). We hope to see all of you there!

On October 26th, the CAI-CV Board of Directors reelected CAI-CV Director Dan Farrar, CMCA, AMS (FirstService Residential). Dan is the General Manager at Ironwood Community Association. The Board also elected two new Directors, Erin Klink, AVP, HOA & Lockbox Department Operations Manager (Pacific Western Bank), and Lily Ortega, CMCA, Office Manager (Pro Landscaping Inc.). All three directors will begin serving three-year terms on January 1st, 2022.

CAI-CV published its 2022 Advertising & Sponsorship Plan and 2022 calendar last month. Corporate sponsors have this week to finalize their selections for 2022.

Our first in-person event since COVID was the Legislative Update and Trade Show on October 22nd at Palm Valley Country Club. It was a fantastic program, with more than 120 people attending. Our thanks to guest speakers Louie Brown, Esq. (Kahn, Soares & Conway, LLP) who kicked off the program via video, and CAI-CV Director, Julie R. Balbini, Esq. (Fiore Racobs & Powers, A PLC), and CLAC Chair Jeff Beaumont, Esq., CCAL (Beaumont Tashjian). A special thanks to the Business Partner Committee for hosting their first trade show in two years. The champagne was a hit! See page 28 for photos.

Our Annual Bowling Tournament scheduled for October 1st went virtual due to last minute COVID restrictions in

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Quorum November, 2021

Cathedral City. Please join me in congratulating the Bowling Committee and thanking the many sponsors who changed their sponsorships into strikes (donations). More than $9,000 was raised for the Chapter! Thank you!

Oktoberfest (Spooktoberfest) was held at Sunshine Landscape on Friday, October 29th, and was an amazing event, with over 100 attending. Thanks to Carlos Contreras and friends at Sunshine Landscape for hosting the event, and for their generosity - picking up the tab for all the beer.

Carlos and his staff work for weeks preparing for our event, and then it takes days to clean everything up. Carlos, you have our sincere appreciation! Our thanks also to the Oktoberfest Committee and our sponsors for making everyone feel safe and welcome (photos will be in the December issue).

The Chapter’s Annual Golf Tournament will be held at Desert Princess on December 10th (see page 34). Foursomes and a few sponsorships are still available. All members are invited to the awards lunch following the tournament, at about 1:00 p.m.

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 32. Please reach out to these companies when you need their services and thank them for their generosity.

We have a special Zoom Manager on the Run (MOTR) program for managers and assistant managers scheduled for the morning of November 5th. This program is focused on letting managers know the expectations of boards, business partners, and management company executives.

Our November Educational Lunch Program and Mini Trade Show will be held at Palm Valley Country Club on Friday, November 19th, at 11:30 a.m. The title of the program is “Resolving HOA Disputes Without Litigation.” Our guest speakers are CAI-CV President-Elect Clint Atherton, PCAM, (Sun City Palm Desert Community Association), Christina Baine DeJardin, Esq. (Delphi Law Group, LLP), and Richard Lutringer, JD, Mediator (Lutringer Consulting Alternative Dispute Resolution (ADR).

ADVERTISERS Please let us know your thoughts about our new E-BLAST program called Monday Update. All Chapter members now receive a new weekly email from EVENTS@CAI-CV.ORG every Monday morning that includes links to CAI events, programs, and sponsorship opportunities. Also, you can now purchase subscriptions for paper copies of Quorum Magazine online at www.cai-cv.org by clicking on the Resources tab, and then Quorum Magazine tab.

Please consider serving on a CAI-CV Committee. The Chapter Board has asked each committee to increase their membership to at least 11 members before the end of the year.

We welcome all members.

We are always looking for great ideas. Please contact the CAI-CV office if you have suggestions for improving our programs and operations.

ASPHALT AMS PAVING..................................................................27 ASPHALT MD'S..............................................................35

ATTORNEYS FIORE RACOBS & POWERS, A PLC................................38

BANKING CIT...................................................................................6

CONSTRUCTION C. L. SIGLER & ASSOCIATES INC...................................51

DESIGN BISSELL DESIGN STUDIOS, INC.....................................50

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

FLOOD AND RESTORATION FLOOD RESPONSE...........................................................3

LANDSCAPING CONSERVE LANDCARE..................................................47 DESERT ARC..................................................................48 PRO LANDSCAPING, INC................................................38

BOARD MEMBER WORKSHOP

PWLCII, INC...................................................................50 BMW

FRIDAY, NOVEMBER 12, 2021 3:30 PM – 5:00 PM

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

PEST CONTROL

CAI-CV ASK THE ATTORNEY PROGRAM FOR BOARD MEMBERS Shields Date Garden (Theater), 80225 CA-111, Indio $10 CLICK HERE (Includes admission to CAI-CV’s 40th Anniversary & Wine Tasting, 5:30-8:30 PM)

BRING YOUR TOUGHEST QUESTIONS TO OUR ESTEEMED PANEL OF ATTORNEYS Emily Long, Esq. (Epsten, APC) Lisa Tashjian, Esq. (Beaumont Tshjian) Carter Watkins, Esq. (Green Bryant & French, LLP)

Thanks to our sponsor, Harvest Landscape

POWERFUL PEST MANAGEMENT..................................38

POOLS GARDNER OUTDOOR AND POOL REMODELING......... 6, 27

ROOFING WESTERN PACIFIC.........................................................38 ROOF ASSET MANAGEMENT INC. .................................33

SECURITY BARCODE AUTOMATION.......................................... 35, 49

TAX AND AUDITING SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC...........50 CAI-CV.org

facebook.com/CAICV

@CAI-CV

9

FEATURE

How HOA Boards Can Participate In The Legislative Process TO PARTICIPATE HELP CAI’s EFFORTS IN SACRAMENTO TO PROTECT THE HOA INDUSTRY

By Jay Jarvis, CMCA, AMS

CAI’s eight California chapters support the California Legislative Action Committee (CLAC) in Sacramento to protect the HOA industry against onerous legislation. CAICV’s annual support is approximately $18,000.

This money is raised primarily through the Chapter’s Buck-A-Door campaign, where HOAs are asked to donate $1 per door annually. Many communities include CLAC support in their annual budgets.

Community associations have a fiduciary duty to protect their common assets, and CLAC helps meet this obligation. Use the form on page 15 to add your community to the list of best practice HOAs supporting CLAC. 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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Quorum November, 2021

1

STEP ONE

2

STEP TWO

3

STEP THREE

4

STEP FOUR

5

THANK YOU

Add CLAC financial support to your board agenda.

CLAC asks each HOA to donate $1 per door annually. CLAC is asking HOAs to make this annual donation part of their annual operating budget.

Customize the board resolution on page 14 for your specific association and add it to your board packet for the board’s consideration. An electronic version of the resolution is available on the CAI-CV website at www.cai-cv.org.

Make a motion to approve the enclosed Board Resolution and begin discussion. If you need additional information, please contact the CAI-CV office at 760-341-0559 or go to the CLAC website at www. caiclac.com. After discussion, call for a vote.

When approved, ask your treasurer or manager to prepare and send a check directly to CLAC. Make the check payable to CAI-CLAC. The mailing address is 1809 S Street, Suite 101-245, Sacramento, CA 95811.

IMPORTANT: Please indicate CAI-CV in the memo line so our local chapter is aware of your donation.

CAI is grateful to all HOAs who participate in funding our advocacy efforts in Sacramento. CAI-CV will publish your association’s name in Quorum Magazine and recognize you at our annual Legislative Update.

FEATURE

12 REASONS Why You Should Donate to CLAC CAI’s California Legislative Action Committee (CLAC) is a nonprofit educational organization dedicated to monitoring and influencing legislation that affects community associations in California. CLAC is proactive in introducing and advocating for legislation that is beneficial to homeowners associations (HOAs) and actively opposes legislation that may have an adverse impact on HOAs. CLAC has influenced legislation affecting many aspects of the Davis-Stirling Act, including covenant enforcement, elections, board meetings, assessment collection, electronic voting and resale disclosure.

1 Your donation gives your

community a voice. CLAC’s legislative advocacy efforts are entirely dependent upon the support, opinions and experience of industry professionals and homeowner leaders. CLAC serves the interests of approximately 10,000,000 people who live in and work with HOAs in the state of California. CLAC communicates with legislators and other elected and appointed officials about HOA concerns through letters, phone calls and personal visits.

2 CLAC is dedicated to monitoring

and influencing legislation that impacts HOAs in California.

CLAC researches and reviews proposed legislation and takes positions on bills affecting HOAs. 3 CLAC meets regularly with

lawmakers in their district and Sacramento offices to help advance HOA issues. CLAC educates lawmakers, legislative and executive staff, and other organizations. CLAC also testifies before legislative bodies. CLAC holds an annual Legislative Day at the Capitol in Sacramento where CAI members are invited to meet with legislators and advocate on important HOA issues being considered.

4 CLAC is not a Political Action

Committee (PAC) and does not give money to legislators or their campaigns.

5 CLAC provides immediate action

alerts and input on bills that affect HOAs. Legislators rely on CLAC input on HOA issues. HOAs rely on CLAC’s input on breaking issues and its ability to effectively influence the formulation and outcome of public policy. CAI members have access to timely information on bills related to HOAs at www.caiclac.com.

FOLLOWING ARE 12 IMPORTANT REASONS WHY YOU SHOULD DONATE TO CLAC. 10 Donations received are used for

legislative advocacy, and may include printing and mailing expenses, lobbyist fees, and administrative services.

11 Senate and Assembly committees

ask CLAC for input as HOA legislation is proposed and debated. CLAC is also contacted by the Governor’s Office for input about HOA legislation before it is vetoed or signed into law.

6 CLAC organizes “grassroots”

advocacy efforts that include letters, emails and phone communications from HOA residents to elected officials on important HOA-related issues and proposed laws.

12 CLAC has become the recognized

7 CLAC exercises members’

constitutional right to participate in the political process. CLAC builds important relationships with government officials and develops a network of peers that helps protect HOA home values.

8 Giving is easy and can be done

online at www.caiclac.com or by filling out and returning the BuckA-Door donation form on page 15.

9 It is legal for HOAs to donate

money from assessments to CLAC. The board may spend community funds on protecting the association and its owners by supporting constructive state legislation and opposing offensive legislation.

CAI-CV.org

resource for providing accurate, timely and influential input to California legislators. CLAC employs a fulltime contract lobbyist in Sacramento. The CLAC representatives that determine industry positions on proposed legislation include representatives from the three major CAI membership categories: Homeowner Leaders (homeowners, HOA board members); Business Partners (attorneys, developers, reserve analysts, contractors, accountants, insurance representatives, and others) and Community Managers (managers and management companies). Each of the eight California chapters provides two delegates and one liaison to CLAC. If you are interested in serving on CLAC, contact the CAI-CV office.

facebook.com/CAICV

@CAI-CV

11

FEATURE

CAI-CLAC 2021 Accomplishments ADAPTING TO COVID-19 The 2021 Legislative Session was again impacted by COVID-19 limiting in-person participation in legislative hearings. It also required CAI-CLAC to host its first virtual Legislative Days at the Capitol, which was a huge success and included more than 200 participants over multiple days of meetings.

2021 also turns out to be one of the most successful Legislative Sessions in recent memory for CAI-CLAC. We monitored nearly 50 bills and actively engaged on more than ten.

Below is a list of our accomplishments for 2021 which could not have been possible without the participation of our Chapter Legislative Support Committees and members throughout the State.

AB 502 (DAVIES) – ELECTION BY ACCLAMATION AS INTRODUCED: AB 502 sought to delete the 6,000-unit limitation for election by acclamation placed into law by SB 754 (Moorlach, 2019). As amended, AB 502 authorizes any association to elect board members by acclamation when the number of candidates is less than or equal to the number of vacancies. However, the Legislature did extend the time for initial notice of an election and requires an additional individual notice to the membership. An association is also limited to no more than three consecutive elections without a secret ballot election.

POSITION: Support.

RESULT: This bill passed the Legislature with bipartisan support and was signed by the Governor.

AB 1101 (IRWIN) – ASSOCIATION FINANCES AS INTRODUCED: AB 1101 sought to clarify issues members had with AB 2912 (Irwin, 2018). This bill clarifies the type of insurance an association needs to protect against embezzlement. The bill also clarifies when a transfer requires board approval.

POSITION: CAI-CLAC Sponsored Legislation.

RESULT: This bill passed the Legislature with bipartisan support and was signed by the Governor.

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Quorum November, 2021

FEATURE AB 1584 (COMMITTEE ON HOUSING) – SHORT TERM RENTAL CLEAN-UP AS INTRODUCED: AB 3182 (Ting) created new rental restrictions on associations, which requires, among other things, governing documents to be amended in compliance with the new changes by January 1, 2022. AB 1584 includes language allowing the governing documents to be amended in compliance with the changes in AB 3182 by a vote of the Board and extends the deadline to July 1, 2022.

POSITION: Support.

RESULT: This bill passed the Legislature with bipartisan support and was signed by the Governor.

SB 9 (ATKINS) – SINGLE FAMILY RESIDENTIAL ZONING – LOT SPLITTING AS INTRODUCED: SB 9 requires ministerial approval of a housing development of no more than two units in a single-family zone (duplex), the subdivision of a parcel zoned for residential use into two parcels (lot split), or both.

POSITION: Opposed unless amended to exclude CIDs. RESULT: The author submitted a Letter to the Journal clarifying the bill was not intended to impact the governing documents of a common interest development. This bill passed the Legislature with bipartisan support and signed by the Governor.

SB 60 (GLAZER) – SHORT TERM RENTALS – LOCAL ORDINANCE ENFORCEMENT

SB 391 (MIN) – VIRTUAL MEETINGS AS INTRODUCED: SB 391 authorizes common interest development (CID) boards to meet by teleconference, without identifying a physical location where CID members may attend, in an area affected by a disaster or emergency which makes it impossible to meet in person.

POSITION: Support.

RESULT: This bill passed the Legislature with bipartisan support and signed by the Governor.

SB 432 (WIECKOWSKI) – ELECTIONS AS INTRODUCED: SB 432 addresses a number of technical issues created by the passage election legislation from 2019, including: requiring (rather than authorizing) a homeowners association (HOA) to disqualify a nominee for a board director slot under specified circumstances; clarifying a candidate for an HOA board must be in compliance with a payment plan for any overdue assessments (rather than simply being required to enter into a payment plan); specifying any requirements placed on nominees must also be placed on existing directors; amending the corporations code for recall elections to be consistent with the election timelines in the Civil Code; and requiring an HOA to retain election materials for one year after the election.

POSITION: Neutral.

RESULT: This bill passed the Legislature with bipartisan support and signed by the Governor.

AS INTRODUCED: SB 60 would raise the maximum fines for violation of an short-term rental ordinance that poses a threat to health or safety, to $1,500 for a first violation, $3,000 for a 2nd violation of the same ordinance within one year, and $5,000 for each additional violation of the same ordinance within one year of the first violation. The bill would make these violations subject to the process for granting a hardship waiver.

POSITION: Support.

RESULT: The bill passed the Legislature with bipartisan support and was signed by the Governor.

CAL·CLAC IS ALWAYS LOOKING FOR IDEAS FOR COMMON SENSE LEGISLATION TO SPONSOR. PLEASE SEND IDEAS/FEEDBACK TO OUR LEGISLATIVE STRATEGY AND RESEARCH COMMITTEE AT LSRC@CAICLAC.COM. CAI-CV.org

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FEATURE

Community Association Board Resolution for CAI-CLAC Contribution Whereas, The Association (hereafter referenced as the “Association”) board serves in the best interests of all owners in the community; and Whereas, The Association directors have the fiduciary responsibility to manage the assets of the Association according to California law, established business practices and principles, and pursuant to competent, ethical and positive community governance; and Whereas, Community Associations Institute (CAI) is the leading advocate for common-interest communities before state and federal legislative and regulatory bodies; and Whereas, CAI's California Legislative Action Committee (CLAC) represents the interests of community associations in California, sponsors legislation which benefits community associations and their members, and disseminates information to California community associations about legislative issues; and Whereas, Current and future Association residents benefit directly from CLAC's advocacy efforts; and Whereas, CLAC's efforts are funded solely through contributions from CAI members and fundraising efforts by CAI chapters in California; and Whereas, contributing to the CAI-CLAC will not affect the association’s nonprofit tax status; and Therefore be it Resolved, That the Association invest in a full or partial board membership package; and That it is the policy of the Association that the Association make an annual contribution to CLAC for , in the amount of $ , that is, ($1 for each (unit/lot) in the Association, coded to general administration; and That the Association strongly encourages its manager and directors to take advantage of the information provided by CLAC regarding pending and enacted state legislation that allows them to keep abreast of the rights and responsibilities of community associations under California law.

SO RESOLVED BY THE BOARD OF DIRECTORS on this, the of in the year .

Name Secretary of the Association

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Our thanks to the law firm of Richardson Ober | DeNichilo for preparing this sample resolution. An electronic version is available online at www.cai-cv.org.

day

FEATURE

CLAC Buck-A-Door Campaign Form HOA PLEDGE __________________ X $__________________ = $_________________

Number of Doors

Buck-A-Door

Total Pledge

PLEASE LET US KNOW YOUR CAI CHAPTER Bay Area Central California North

Channel Islands Coachella Valley

Greater Inland Empire Greater Los Angeles

Orange County Regional San Diego

__________________________________________________________________________________________________ NAME

__________________________________________________________________________________________________ TITLE

__________________________________________________________________________________________________ ASSOCIATION NAME

__________________________________________________________________________________________________ ADDRESS

__________________________________________________________________________________________________ CITY

STATE ZIP

__________________________________________________________________________________________________ PHONE E-MAIL

METHOD OF PAYMENT – RETURN THIS COMPLETED FROM TO THE ADDRESS BELOW Check enclosed payable to CAI-CLAC Credit Card – Amex Visa Mastercard Discover (circle one) __________________________________________________________________________________________________ NAME ON CARD

__________________________________________________________________________________________________ BILLING ADDRESS

__________________________________________________________________________________________________ CITY

STATE ZIP

__________________________________________________________________________________________________ CREDIT CARD NUMBER

SECURITY CODE

EXPIRATION DATE

__________________________________________________________________________________________________ SIGNATURE DATE

Mail donations directly to California Legislative Action Committee (CLAC), 1809 S Street, Suite 101-245, Sacramento, CA 95811, or fax to (916) 550-9488, or scan to office@caiclac.com.

Call CLAC if you have questions - toll Free: 888-909-7403.

CAI California Legislative Action Committee (CLAC), is a 501(C)_(6) not-for-profit organization. Contributions or gifts to CAI California Legislative Action Committee are not deductible for federal income tax purposes.

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On April 1, National announced that the CV Chapter was leading all other Large Chapters in membership growth.

Clearly, thirteen years after its founding, the Chapter had an enthusiastic and dedicated Membership Committee that worked to gain new members, and, importantly, retain existing members.

On April 26, the Golf Tournament was held at Rancho Mirage Country Club, and was once again a big success. I think that was the year that Valentine Construction went “all out” to decorate its tee, including painting a huge red valentine on the green! Uh oh. This did not go over well with the grounds crew. The Colorspot team comprised of Bob Wright, Jacque Wright, Greg Cairns and Joe Van Fleet took first place this year. We stayed at RMCC for quite a few years, but moved on when the Club manager was “shocked, shocked,” to learn that there was alcohol being served on the premises!

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John Turnbull dressed up as a date!

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TO SEE PART ONE, GO TO WWW.CAI-CV.ORG, RESOURCES, QUORUM, OCTOBER ISSUE, PAGE 22.

1996 Carol Fulton took over as president. Carol’s highest priority for the Chapter was providing educational opportunities for managers. She was instrumental in establishing a scholarship fund in 1999, now called the “CAI-CV Carol A. Fulton Scholarship Fund.”

As some will recall, CAI National used to hold two conferences each year, one in the spring, one in the fall. In 1996, Spring Conference was held in New Orleans, and the Fall Conference was scheduled to be held here in the Valley, for the first time. So Carol led a group from our Chapter to New Orleans and hosted a booth to promote the conference. She, Lori Fahnestock and Peggy Redmon dressed up in snazzy golf wear and handed out goody bags, and John Turnbull dressed up as a date!

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(https://issuu.com/cai-cv/docs/5768_caicv_10q21_issuu/22)

Monte Carlo Night, “An Affair to Remember,” was another big success. Seen at this glitzy event were Sherri Arnswald and Nancy Duane (Palm Desert Resorter), Cindy Calquhoun (Shadow Mountain Resort), Mike Livingston (The Monarch Group), Gloria Kirkwood (Rancho Las Palmas Association), Jim Schilling (Valentine Construction) and managers Nena Rutherford, Sharron Badham and Kay Maloy (RCM).

1997 Peggy Redmon presided over 1997.

In October, a “Vendor Round Table” was held at the regular monthly meeting, the first “mini trade show.” The hosting vendors (now referred to as “Business Partners,” of course), gave away lots of prizes to managers in attendance. Rich Duffy (Professional Association Management) won two Chargers tickets from Peters & Freeman; Gloria Kirkwood won two tickets to Monte Carlo Night from Desert Property Maintenance & Const.; Sharron Badham won a cookie basket from American Leak Detection; Janice Deggendorf (RCM) won a $100 Savings Bond from Bank of Commerce; Deanna Provenza (PD Resorter) won two tickets to an amusement park of her choice from Gafcon; Cam Anderson (Avail Property Management) won two hours of maintenance work from Valentine Construction. Other items were donated by LaBarre/Oksnee Insurance, Commercial Pool Service and

FEATURE First Community Bank. Cash prizes were won by Sharlene Pierce and Donna Gorton (RCM), and Kay Tuttle (Mesquite Country Club).

1998 Mike Walker (PGA West Residential Association) served as our president.

The annual golf tournament, chaired by Tim Hoss (Vista Paint) and Scott Brewbaker (Goodwin Painting), was held in April, and was again a big success. In August, we were off to the fifth annual Day at the Races, courtesy of co-chairs Rich Warfield (PPM) and Mike Livingston (The Monarch Group).

We then had a blast at the Summer Sizzler, “Disco in the Desert (CAI Will Survive!).” Fun summer!

Mardi Gras Magic was the theme for the Awards Dinner in January, and featured gaming tables and dancing to arrangements by the Johnny Meza Group. Past president Doug Robinson announced Carol Whitlock’s (Monterey Country Club Association) induction into the Chapter’s Hall of Fame, and Marilyn Ramos was named “Chairperson of the Year.”

We established the Public Relations Committee, comprised of Stu Bailey, Jim Manning (MG/1st Pro) and Tony Maranino (PPM). The goal of course was to raise CAI’s visibility in the Valley.

2001 1999 Doug Robinson (Lincoln Security) was president. The talk at this time was the coming “Y2K.” The February Quorum featured articles on this topic by Mike Livingston, Wayne Carlsen, Larry Pothast (First Bank Association Services) and Jodi Brewster (Bank of Commerce). The monthly program addressed the same topic, and was coordinated by Sabrina Afkhami (Del Mar Pacific) and Diane Eggleston (GafCon).

Steven Shuey and I started writing columns on associations for the Desert Sun. The two of us took turns providing a Q & A column for the Sunday Real Estate section until 2008, when the real estate market, and the whole economy, crashed and the Sunday Real Estate section disappeared.

2000 Mary Walker (Personalized Property Management) was our president. Board members at the time included Steven Shuey, Rich Warfield, Tom Albert (RCM), Doug Robinson, Stu Bailey (First Community Bank), Jodi Brewster (US Bank), Wayne Carlsen, Marilyn Ramos (Guralnick & Gilliland), Peggy Redmon (Law Offices of Peggy Redmon), Jim Schilling and Bob Wright.

Steven Shuey took over as president.

The attorney panelists for the May program “Legal Minds Debate Complex Issues,” included Ron Green (Duke Gerstel Shearer), Janet Powers (Fiore Racobs & Powers), Luis Ventura (Guralnick & Gilliland), and Peggy Redmon. Those present at this program, held at Woodhaven Country Club, included Rob and Ron Winkle (Western Pacific Roofing), Gary Weidle (Fortune West Management), Roy Holt (Desert Princess Country Club), Jim Lewis (Desert Management), Bobbie Gaffney (The Monarch Group) and Jim Cox (James W. Cox Insurance Consultant).

The 8th Annual Del Mar Day at the Races was again a popular event. Enthusiastic attendees included Patrick Simmsgeiger and Maria Angel (Diversified Waterscapes), Russ and Susie Stacey (Mr. Rooter), Zoe Lombard (The Monarch Group) and Keith Lavery (The Monarch Group).

2002 Tom Albert (Albert Association Management) served as president for 2002. The Chapter hired Henry Kriegel to serve as Assistant Executive Director. Henry had retired from the priesthood and moved to the Coachella Valley from Pennsylvania for health reasons.

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FEATURE

In May, we had the “first annual” Snowball Party at the top of the Palm Springs Tram. Sponsors included M.C. Construction, Powerful Pest Management, LaBarre/Oksnee Insurance, Guralnick & Gilliland, Time Warner Cable, Bill Waddell Painting, The Law Offices of Peggy Redmon, Electric Car Distributors, Desert Take Five, Lincoln Security and DD Painting.

In August we were again off to the races at Del Mar, filling two buses. Enjoying the fun were Kay Ladner, Gary Flanders (Flanders Paint), Ernie Casto (Casto Roofing) and Mercedes Oswald (Albert Association Management). Based on prior experience, for the trip home one bus was designated the “quiet bus,” and the other was not. I don’t know what went on in the quiet bus, but the other bus became known as the “joke” bus.

We took turns grabbing the microphone at the front of the bus to tell (very clean) jokes. Actually, the fight for the mic was mainly between Dan Barnett (California Window & Door) and Ron Henry Kriegel Olsen (Guardsmark).

This year also saw the first fall golf tournament. Future Chapter president Nikki Even (Alante Insurance) suggested a second tournament, and it was a big success. Other committee members were Russ Stacey, Laura Days (Guralnick & Gilliland), Zoe Lombard and Grace Davis (The Monarch Group), Mercedes Oswald, Ken Carteron (Palomar Bank), Mike Livingston (Outdoor Resort -Palm Springs) and Maryann Hendrix (Albert Association Management).

And, as of November 1, 2002, Henry Kriegel became our CED. After serving for ten years, Terry O’Brien decided to step back and relax a little.

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Quorum November, 2021

2004 Rich Warfield continued as president, due to president-elect Jim Schilling’s resignation from the Board. The invaluable Jodi Brewster (Personalized Properties) continued as managing editor of the Quorum and also served as Assistant CED. In March, due to the Chapter’s growth, we moved to a new office. It was next door to the “old” office, but offered more space for all the committee meetings and other activities that were taking place.

Managers continued to meet informally each month at a Starbuck’s to exchange ideas (and probably war stories). Participants included Murray Quance (Euclid Management), Zoe Lombard, Stan and Cindy Gould (Personalized Property Management) and CJ Klug (Palm Desert Greens).

2005

Rich Warfield and Tom Albert

Rich Warfield took over as president.

The Managers Committee introduced a monthly meeting of managers to discuss issues of concern and share ideas. The Committee was chaired by Mary Walker and Mike Livingston. Attendees at the informal get togethers included Jerry Cavoretto, Gayle Bock (Gold Coast Management) and Debbie Griffiths, Grace Davis and Lynn Gilliam (The Monarch Group).

The annual golf tournament was again a big success. The

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winning foursome was the F & F Construction team, comprised of Jon Foster (F & F Construction), Rich Warfield, Mike Livingston and John Warfield (PPM). (Not surprising that this team won!)

Doug Robinson (Securitas) and his wife Debbie opened their beautiful home for “Martini Night,” a fundraiser for the manager scholarship fund. Those present included Jim Lamb (James Lamb Co.), Ken Phillips (Magik Glass & Door), Mary Howell (Epsten Grinnell & Howell) and Wayne Guralnick (Guralnick & Gilliland). Doug and Carol Fulton’s husband Don tended bar and didn’t skimp on the martinis.

Bob Wright (Desert Take Five) became our president. Bob presided over a very active year for the Chapter. We enjoyed the 10th annual Del Mar trip, spring and fall golf tournaments, a Business Expo and the 20th Annual Legislative Update.

Our monthly programs addressed topics including security, banking and identity theft and an update on “Association Management for the 21st Century.”

2006 Mike Livingston (PPM) took over as president.

The Koachella Klieg Lights, the Quorum “gossip” column, informed us that The Monarch Group had named Charles Clark and Kristin Berryhill to its portfolio manager team, and that PPM had added Josh Dickey to its management team. Valerie Ward (Waste Management) continued her “Recycling Tip of

FEATURE

the Month” column for the Quorum.

Woodhaven Country Club hosted the Spring Golf Tournament for the first time. The winning team, with a score of 53 (!) was Western Pacific Roofing, with players Sig Hall and Rob Winkle (Western Pacific Nikki Even Roofing), Tom Payne and Mike Livingston. Doug Luhring (Oasis Country Club) made the first hole-in-one in the history of the tournament.

The first annual Billiards Nite was held at Sun City Palm Desert, put together by Nikki Even (Alante Insurance) and Jennifer Kronebush (Water Extraction Team).

2007 Nikki Even-Caster became president.

In February, the Chapter held a “Texan Hold’em” event. Maureen Gaffney (The Monarch Group) and Dave Peters (Peters & Freedman), instructed the uninitiated on how to play. Committee members included Sylvia Avalos (Desert Community Bank), Kristin Berryhill, Tad Black (Signarama), Charles Clark, Maureen Gaffney, Cyndi Gould (PPM), Mike Johnson (Paul Davis Restoration) and Matt Robles (Ecolab). Having fun, though maybe not winning, were Diane Arnce (Powerful Pest Management), Patricia Moeller (Gold Coast Enterprises) and Becky Hayes (LaBarre/Oksnee Ins.).

The Business Expo was held in April at Palm Valley. Over 60 vendors had booths, and managers and board members attended a seminar on “Reserves from A to Z” by Scott Clements (Reserve Studies, Inc.) Summer Sizzler returned after five years, co-chaired by Lori Fahnestock and Zoe Lombard. Dan Barnett served as emcee. Some of us participated in a hula hoop contest, including Mike Graves (SCT Reserve Consultants), and the guys showed off their legs in a “best legs” contest. Ron Green (Green Bryant & French) was an enthusiastic contestant.

In October, we learned that our long time CED Terry O’Brien had died. The Quorum noted that under his leadership the Chapter grew from fewer than 250 members to over 600 members.

Awards Nominees Needed!

Deadline is Monday, December 13th, 5 p.m.

Dear CAI-CV Members, On Friday, January 28th, 2022, CAI-CV will host a combined 2020 and 2021 Chapter awards ceremony. We need your help to recognize the hard work of our 150 volunteers.

If you know of someone (even yourself) who should be recognized for his or her work in 2020 or 2021, please fill out the nomination form on page 40.

Each year, CAI-CV recognizes members who have provided outstanding service to CAI-CV and the industry. Nominees will be considered for each of 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 Chapter staff. Nomination forms must be turned in to the CAI-CV office by 5:00 p.m. on Monday, December 13, 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, or faxed to (760) 341-8443.

CLICK HERE TO REGISTER FOR AWARDS

Gen Wangler is a member of the Chapter Board of Directors and a member of the Education Committee.

She is a former senior shareholder of Fiore Racobs & Powers, A PLC, and a former fellow of CAI’s College of Community Association Lawyers. Gen can be reached at margaretwangler@gmail.com.

CLICK HERE TO BE A SPONSOR FOR AWARDS CAI-CV.org

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

Answer: More demands on both Business Partners and Managers makes it harder to participate. The need for more ongoing education.

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

Answer: It’s great that the Chapter has grown so much, but it’s also harder to get to know all the new members.

Bob Wright President in 2005

By Sharron Badham, PCAM Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president?

Answer: As a Chapter, we all had a good time together and made lifelong friends. Our Chapter parties were great fun and encouraged people to join.

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

Answer: EDUCATION, Education, Education – finding ways to provide more education for all our members.

Question: What were some of the challenges you faced?

Answer: Finding more ways to bring everyone together, Business Partners, Managers and Board/Committee homeowners. Growing the Chapter. Executive Director Henry Kriegel and I worked tirelessly to bring new people into CAI. Question: What do you think were your and/or the Chapter's greatest or most significant achievements?

Answer: Reinvigorating the Business Partner Committee and getting Business Partners joining and working on a Chapter Committee.

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Question: Have you stayed involved in the industry and CAI-CV? Answer: Yes, for many years, but 3 years ago I moved into another field and have stepped away from my involvement with CAI – CV, but I am happy to say that many of the friends I made are still good friends today.

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

Answer: Go back to face-to-face education A Few More Thoughts: On a personal note, I served on the Board for 14 years; I remember going to the National Annual Conferences which seemed to bring the Chapter together; training classes at the National Conferences in New Orleans, Atlanta and Tucson were amazing. During my tenure on the board, we doubled the size of the Chapter office. I was also an advocate and campaigned to get more women on the Chapter Board of Directors, members such as Sharron Badham, Gloria Kirkwood, and Nena Rutherford, who today, are all still involved with the Chapter in one way or another.

Sharron Badham, PCAM, works for Associa Desert Resort Management. Sharron is the Association General Manager at The Hideaway Property Owners Association in La Quinta. Sharron serves on the 40th Anniversary and Wine Tasting Committee and has been a guest speaker for many CAI-CV classes over the years.

She can be reached at (760) 393-5211 or by email to sbadham@drminternet.com.

40TH ANNIVERSARY Question: What were some of the goals for the Chapter you might remember?

Answer: It was about retaining membership and the growth of the Chapter. The goal was to gain more membership from board members to the Coachella Valley Chapter and provide outstanding educational programs and instruction.

Question: What were some of the challenges you faced?

Answer: The biggest challenge was finding speakers and topics that were of interest to the membership as a whole. The board and committees worked well and were very supportive of each other, and it was almost like it was on autopilot.

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

Doug Robinson President in 1999

By Fran Mullahy Doug Robinson co-founded Lincoln Security in 1980 and later sold to Securitas Security in 2003. He remained with Securitas as Vice President and Managing Director until his retirement in 2016. Securitas continues to maintain its membership with CAI. In 1991 when Lincoln Security came to the Coachella Valley, Doug joined CAI-CV on community manager Joy Duguid's guidance. Doug watched his company grow and attributes much of its success to CAI through the many business relationships and personal friendships he has made over the years.

Doug served seven years on the CAI-CV Board of Directors and served as president in 1999.

Doug and his wife live in Indian Wells and continue to enjoy retirement in our beautiful Coachella Valley.

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

Answer: Being president was easy. It was the committee chairperson who did the work. The committee chairpersons were so professional and ran each committee so well. I remember how willing the committee chairs were to do what needed to get done and how well attended the CAI events were, especially the social events.

Remembering Carol Fulton and how involved she was with this chapter; she was a great ambassador and a wonderful person.

Answer: The Chapter in action and the fact that the Chapter continued to grow were significant.

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

Answer: CAI-CV is unique compared to other chapters. After involvement with other chapters, Coachella Valley is a close network of managers and business partners that collaborate well to accomplish the goals of CAI. Question: Has CAI-CV and the industry evolved to where you thought they would be today?

Answer: Yes, I think it has become more efficient. With new and ever-changing legislation and laws, CAI helps keep its members educated and up to date.

Question: Have you stayed involved in the industry and CAI-CV? Answer: It’s been five years since I have retired and left the industry. However, I made many friendships with managers and still stay in touch.

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

Answer: My hat is off to this chapter's hard work and professionalism and its committee members, board of directors, and members.

Thank you for reaching out. It was an honor to be part of this talented and dedicated group of individuals.

Fran Mullahy is Business Development Manager for Conserve LandCare. Fran has over 20 years of experience working in the landscape industry in the Coachella Valley and can be reached at (760)427-5087 and fmullahy@conservelandcare.com.

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MAINTENANCE & RECONSTRUCTION

Balcony Bill Compliance – Year 2 Common Challenges in Real Time

By Chris Sigler, B.S.C.E., C.D.T.

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s we approach the holiday season and the end of year two of the Balcony Bill compliance window that ends on December 31, 2024, many of our Chapter’s associations have explored compliance, and educated themselves on Senate Bill 326’s requirements. Reserve Analysts have wisely counseled their clients to add a new budget line item and to make sure it is funded.

Funding unexpected expenses, like SB 326 compliance, is always a major concern for an association, and there are other challenges that have surfaced. In this article, we endeavor to help share some real-time challenges that have arisen in the first two years of the five-year compliance window. The good news is that there is hope and there are answers to the challenges.

THE TOP 5 CHALLENGES:

1. Reserves and funding for the inspections and invasive testing (differing structure types)

2. Availability of consultants who specialize in performing SB326 inspections

3. Differing interpretations and views on statistical analysis – “Significant Sample Size”

4. Fears of being forced to upgrade railings or other triggers 5. Timing of when to have inspections performed – now or wait?

1. RESERVES AND FUNDING No one planned for this expense until recently, and it is indeed the number one challenge facing associations here in the Coachella Valley. The first step of action by the board requires reaching out to appropriate consultants who can provide an analysis of what is needed for compliance in their community. In last month’s Quorum, we discussed the different personalities of elevated structures and showed how these structures can vary widely in terms of complexity and cost. See October Quorum, page 32.

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2. CONSULTANTS WHO SPECIALIZE IN SB326 The Law requires that the inspections be performed by either a licensed structural engineer or architect. Since the Bill is aimed at providing protection from unsafe conditions, if a structural issue must be addressed, an architect would call in an engineer. Regardless, the Bill provided a very narrow standard for which type of engineering licensure is required.

There are three main licenses for structural engineering design: S.E. (Structural Engineer), P.E. (Professional Engineer) or C.E. (Civil Engineer). All three can stamp structural drawings for most buildings and/or structures, but the types of structures they are allowed to design, and stamp varies (e.g. schools, hospitals, commercial structures, etc.). The challenge for associations is to find firms with structural engineers who are available and who are familiar with the nuances of the SB 326.

3. DIFFERING INTERPRETATIONS OF THE LAW AND “SIGNIFICANT SAMPLE SIZE” SB 326 requires that a statistically significant sample size must be generated by inspector, to achieve a 95% certainty that conditions are deemed safe and acceptable.

FEATURE

"SB 326 REQUIRES THAT A STATISTICALLY SIGNIFICANT SAMPLE SIZE MUST BE GENERATED BY INSPECTOR, TO ACHIEVE A 95% CERTAINTY THAT CONDITIONS ARE DEEMED SAFE AND ACCEPTABLE." To the lay person, this might indicate that 95% of all elevated structures must be inspected. While this is not true (thankfully), some inspectors engage a professional statistician to perform that calculation based upon the inventory. Others are equipped to perform that algorithmic calculation themselves.

However, some consultants are not using the pure definition of what the legislation requires, leading to a much smaller sample size. Beware of low bids because these smaller sample size bids may not meet the requirements of the Law.

4. FEARS OF “TRIGGERING” UPGRADES TO RAILINGS OR OTHER COMPONENTS Elevated structures typically have guardrails or walls to maintain safety and keep people from falling. Over the years, structural codes change, and sometimes require upgrades.

The good news is that while a community’s railings might not meet current code, they clearly did at the time of construction, and unless they are now unsafe, they do not need to be upgraded. The only required upgrades are those that involve safety, and if the railings are solid and in good working order and not unsafe, no additional work will be triggered.

5. TIMING OF INSPECTIONS – NOW OR CLOSER TO 2025?

Waiting is risky. The closer we get to 2025, the more difficult it will become to schedule consultants and any subsequent compliance work.

By arming yourselves early with accurate and detailed information, you will make compliance to SB 326 easier.

Chris Sigler is the President and Owner of C.L. Sigler & Associates, Inc., a construction management and consulting firm that has exclusively served the HOA industry for 20 years.

He is a Civil Engineer by trade, with 30 years of engineering and construction experience, and is actively involved in SB326 inspections in the Valley. Chris is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. He is in Palm Desert, and his firm serves the Coachella Valley and Riverside County from their Southern California Office, while serving the San Francisco Bay Area in Northern California from their San Jose Corporate office.

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FINANCE

Reading Financial Statements The Balance Sheet Part 3 - Receivables

By Jeremy Newman, CPA

In our last article we introduced you to cash, the second in our Reading Financial Statements series©. To access the first article, go to www. cai-cv.org, Resources, Quorum, and open the September issue and go to page 43 (https://issuu.com/cai-cv/docs/5725_caicv_09q21_ issuu/42). The second article appeared in the October issue on page 15. (https://issuu.com/cai-cv/docs/5768_caicv_10q21_issuu/14) In this and following articles we will explore some balance sheet accounts in more detail.

Receivables!

Receivables are an asset which is generally presented just below cash on the balance sheet. It represents amounts the association has the right to receive.

Receivables are amounts due from other people or entities.

For associations, the largest and most common receivable is for unpaid assessments. Most associations bill owners for assessments each month. If an owner has not paid their monthly assessment by the due date, the assessment is considered a receivable from the owner.

Recording assessments revenues on the accrual basis without considering the effect of delinquent accounts receivable can mislead readers of an association’s statement of revenues and expenses. Assessments are recorded when billed under the accrual method. Should there be an accumulation of delinquent accounts, the statement of revenues and expenses will continue to present results assuming 100% collection of outstanding assessments. Readers should always refer to an aging report to assess the status of assessments receivable.

What if an association’s board of directors thinks that not all the amounts due to the association are collectible?

It is important not to overstate assets in an association’s financial statements. Consideration should be given to providing for an allowance for uncollectible receivables. An allowance for the total receivables that a board determines might be uncollectible should be presented below receivables 24

Quorum November, 2021

"MOST ASSOCIATIONS BILL OWNERS FOR ASSESSMENTS EACH MONTH. IF AN OWNER HAS NOT PAID THEIR MONTHLY ASSESSMENT BY THE DUE DATE, THE ASSESSMENT IS CONSIDERED A RECEIVABLE FROM THE OWNER." on the balance sheet. The net of the two amounts should indicate to readers of the financial statements the amount the board expects to collect.

BAD DEBT EXPENSE When an allowance for uncollectible accounts is recorded on the balance sheet, a second account, bad debt expense, is recorded on the statement of revenues and expenses.

Recording bad debt expense helps boards and managers to understand the effect of not collecting all amounts that are billed, thus providing a more realistic bottom line.

Jeremy Newman is a Certified Public Accountant (CPA). He can be reached at (844) 560-7300 or by email at jeremy@hoacpa.com. For more information go to www.hoacpa.com

2021 TITANIUM SPONSOR SPOTLIGHT

CAI-CV

For over 12 years, Signarama has been proud to serve as an active Platinum sponsor of CAI-CV. We have both business and personal relationships with many CAI-CV members and count these as some of our most valued.

As part of the largest sign company in the world, we are still locally owned and locally focused. From our Palm Desert facility, we manufacture over 90% of the sign products we offer which allows us to control much of the process to provide quality workmanship and timely installations.

Community Association Managers have come to rely on Signarama for many sign products that require knowledge of municipal regulations for pool signs, parking signs, property signs and more. We also manufacture and install entry monuments, street signs, vehicle graphics, electrical and exterior signage for businesses of all kinds. And, our sign services are available and welcome for projects, large or small.

Please contact Richard or Jeff at 760-776-9907 or info@pdsignarama.com

Thank you to Signarama for their generous support of CAI-CV! CAI-CV.org

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@CAI-CV

25

WATER WISE

CVWD Adopts Climate Action and Adaptation Plan

T

he Board of Directors of the Coachella Valley Water District (CVWD) voted unanimously to adopt the 2021 Coachella Valley Water District Climate Action and Adaptation Plan to guide the district’s response to climate change.

The Climate Action and Adaption Plan (CAAP) provides a comprehensive assessment of CVWD’s current Green House Gas (GHG) emissions from CVWD multi-faceted operations, and identifies the measures, policies, and projects developed to reduce GHGs. At its Sept. 28 meeting, the board received a presentation giving an overview of the CAAP, which will support CVWD’s efforts to identify projects to reduce greenhouse gas emissions and improve energy efficiency and water supply resiliency. The plan will also help CVWD obtain funding necessary to implement such projects and further support CVWD’s mission.

The plan notes that CVWD recognizes the potential impact of climate change to its mission of providing high quality water to the Coachella Valley region at a reasonable cost in a reliable manner. This includes more intense flooding events and more persistent drought conditions that can harm CVWD flood control facilities and reduce local water supplies.

26

Quorum November, 2021

CVWD is working to improve sustainability in its operations and end uses among its customers through such programs as rebate programs for homeowners to invest in water-efficient landscaping and washing equipment, seminars and workshops to educate its customers, including commercial and agricultural end-users, water conservation contests for homes and businesses, and a number of other water conservations programs that target commercial and agricultural water efficiency.

CVWD and local water agencies are implementing water management plans that State officials have determined satisfy the Sustainable Groundwater Management Act which is designed to bring groundwater basins into balanced levels of pumping and recharge. CVWD is also expanding water recycling services to improve groundwater conditions within its service area.

CVWD’s emphasis on sustainable water management and grant funded projects provided the catalyst for developing its first CAAP to help reduce GHG emissions from its operations.

To view the plan, visit the 2021 Climate Action and Adaptation Plan. (cvwd.org/556/CVWD-Climate-ActionAdaptation-Plan)

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27

EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

October 22, 2021

Legislative Update

28

Quorum November, 2021

FEATURE

CAI-CV ANNUAL LEGISLATIVE UPDATE

By Julie Balbini, Esq.

GUEST SPEAKERS LOBBYIST LOUIE A. BROWN, JR., ESQ., KAHN, SOARES & CONWAY, LLP

C

AI-CV hosted the Chapter’s annual Legislative Update and accompanying trade show on Friday, October 22nd at Palm Valley Country Club. Jeff Beaumont, Esq. (Beaumont Tashjian), and I presented the key common interest developments (CIDs legislation from the most recent session). Overall, the CID industry did well this year. (See page 12 for CLAC update on legislation.) However, we are seeing several political trends that could cause additional CID legislation as we move into 2022. Politicians continue to be concerned about the cost and availability of housing in the State. We are likely to see numerous attempts to solve the housing crisis with legislation that impacts community associations. Fortunately, CAI has the California Legislative Action Committee (CLAC) and lobbyist Louie Brown (Kahn, Soares & Conway, LLP) looking out for the industry. I encourage managers and association board members to get involved with CLAC and their Buck-A-Door campaign. As a member of CAI, you will be invited to write your legislator to promote the industry’s position when needed. Equally important, for only a dollar a door, you can participate with funding CLAC, and boast to your residents that you are doing your part to protect their most precious investment. (See page 15 for Buck-A-Door form) If you have questions about CLAC or CAI-CV’s legislative programs, contact the CAI-CV office at (760) 341-0559.

Julie R. Balbini, Esq. is a Shareholder and Managing Attorney for the Coachella Valley Office of Fiore Racobs & Powers, A PLC. Julie is the Chair of the Programs Committee and is on the CAI-CV Board of Directors. She will serve as the Chapter’s President-Elect in 2022, and as President in 2023. Julie can be reached at (760) 776-6511 or by email to jbalbini@fiorelaw.com.

CAI-CV.org

JULIE R. BALBINI, ESQ.,

FIORE RACOBS & POWERS, A PLC

JEFF BEAUMONT, ESQ., BEAUMONT TASHJIAN

PLEASE THANK AND SUPPORT OUR OCTOBER PROGRAM SPONSORS Accurate Termite & Pest Control Alan Smith Pools AMS Paving, Inc. Barcode Automation, Inc. Behr Paint BRS Roofing C. L. Sigler & Associates Cartwright Termite & Pest Control CIT Bank Delphi Law Group, LLP Dunn-Edwards Corporation Epsten, APC ET Water/ Jain Irrigation Fiore Racobs & Powers, A PLC Flanders Painting Flood Response Harvest Landscape Enterprises Inc. J&W Management M.C. Builder Corp MeterNet NPG Asphalt Powerful Pest Management Prendiville Insurance Agency Rey Insurance Services Roof Asset Management Roseman Law, APC Sherwin-Williams Paint Company SoCal Shade Sails Superior Roofing Three Phase Electric Tinnelly Law Group Vantage Point Construction, Inc. Vista Paint

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29

W I N E TA S T I N G & A U C T I O N

Corks for CLAC Title Sponsor

Associa Desert Resort Management

Help CAI-CV Celebrate Our 40th Anniversary Friday, November 12, 2021 5:30 p.m. to 8:30 p.m.

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

Register online at CAI-CV.org SPONSORSHIPS AVAILABLE A portion of the proceeds from the 40th Anniversary & Wine Tasting event will go to support the California Legislative Action Committee (CLAC).

30

Quorum November, 2021

Reserved Table Sponsor M.C. Builder Prendiville Insurance Agency Champagne Reception Sponsor Fiore Racobs & Powers, A PLC Cabernet Sponsors Frontier IPS Newman CPA Powerful Pest Management Bordeaux Sponsors Community Legal Advisors Green, Bryant & French, LLP Sunshine Landscape Photo Sponsor Pacific Western Bank Wine Glass Sponsor DSI Security Services Grand Prize Sponsor Vantage Point Construction Wine Coaster Sponsor LaBarre/Oksnee Insurance Agency Riesling Food Sponsors Delphi Law Group, LLP Dunn-Edwards Paint Community Legal Advisors, Inc. Wine Stopper Sponsor The Naumann Law Firm, PC Cocktail Napkin Sponsor AMS Paving

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INSURANCE

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CAI-CV.org

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31

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 Dunn Edwards Paints Eagle Roofing Products EmpireWorks Reconstruction and Painting Fiore Racobs & Powers, A PLC Flood Response Frazier Pest Control, Inc. Gardner Outdoor and Pool Remodeling GrandManor

32

Quorum November, 2021

Green Bryant & French, LLP Horizon Lighting Inc. LaBarre/Oksnee Insurance Agency, Inc. Pacific Western Bank Patrol Masters, Inc. Precision Pool Tile Cleaning Prendiville Insurance Agency Pro Landscaping, Inc. Rey Insurance Services, Inc. Roof Asset Management 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

Inc.

Inc.

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760 760 813 813 9999 9999 w w ww. w RA w .MR RAO MOR FO. O c oFm. c o m

community community C O A C H E L L A VA L LC E YO A CCHHAEPLTLEAR V A L L E Y C H A P T E R

ID #51602732

ID #51602732

A SS O C I AT I O AN S SSOI C NISATTI ITO UN T ES I N S T I T U T E

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33

s) mpoon' a L l a n (Natio

SPONSORSHIPS AVAILABLE 34

Quorum November, 2021

Vehicle Access “BAi is my go to access control system. I have always recommended it for its warranty and the longevity. We still have original BA-220’s in the field working twenty years later. Your warranty and technical support is the best.”

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You can now enjoy magazine quality paper copies of Quorum. The subscription price includes 12 monthly issues, January through December. Your $99 subscription will start right away. Your credit card will be charged $8.25 monthly, and will autorenew each year.

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“I'm a huge fan of the Barcode Automation readers. They are very easy to install and work right from the start. We're able to wire them up into our existing controllers and be up and running quickly. Every community that we currently have them installed at is wo working perfectly.”

- Matthew Melton, Western Door & Gate “Other manufacturers take six to weeks to return warranty parts and equipment so my customers’ gates are often down the entire time. When I call BAi, they get me warranty parts within 24-48 hours.

That’s why I only recommend BAi!” - Murray Sawyer, Kings Access Control

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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 20 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 ts 2021 to 40th Anniversin Time – Celebrating Presiden 1992 the CAI-CV’s 18 CAI-CV 24 PhotosFrom Through Years ary and Palm Desert with Wayne Guralnic Directory Covers 1983 to 2021 k, Esq. 20 Chapter 40 e Covers What aFrom Difference Years Makes Councilman s 24 40Photos Magazin Sabby Jonatha CAI-CV’ ting Through the 21 Quorum n, CPA – Celebra 54 When Sponsors Become Years Esq. Angels 40 k, What Back in Time Wayne Guralnic Difference 23 A Look n,aCPA 40 Years Makes ary with Jonatha When Sponsor Sabby54 an 40th Annivers Councilm s Become Angels and Palm Desert Years Through the 24 Photos 40 Years Makes a Difference Angels 40 What Sponsors Become 54 When

FEATU RES

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!

Please call the CAI-CV office at

For these and more testimonials visit us online at barcode-automation.com

(760) 341-0559

if you have questions.

CAI-CV.org

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@CAI-CV

35

HOMEOWNER LEADERS

Board Member Orientation Template

By Steven Shuey, PCAM

Use this template as a guide to develop your own board orientation program.

GAIN PERSPECTIVE • You are being asked to govern in a common interest development (CID) • Govern in the common interest of ALL residents

WHERE YOU GET AUTHORITY • Your authority comes from laws in the CA Corporations Code, the Davis-Stirling Act, and your community’s governing documents: • CC&Rs • Bylaws • Rules & Regulations

YOU ARE A CORPORATE FIDUCIARY • You are expected to understand your duty of loyalty and duty of care

DON’T BE A LONE WOLF CONDO COMMANDO • The board makes policy, not individual board members -- Support board decisions

FOLLOW THE BUSINESS JUDGMENT RULE • Seek expert advice from licensed professionals and then document and follow their advice

CID ORGANIZATION & RESPONSIBILITIES • Board - The board has authority and fiduciary duties

36

Quorum November, 2021

• Staff – Professional staff (manager) reports to the board and may be given some limited authority • Committees – Make recommendations to the board • Homeowners – Abide by governing documents

BOARD MEETINGS FOR CORPORATE BUSINESS (HOA BOARDS MUST FOLLOW THE OPEN MEETINGS ACT.) • CID business must be conducted at a board (or executive committee) meeting

• Remember to support the decisions of the board and keep private board discussions and information confidential

EXECUTIVE SESSIONS • Executive sessions are confidential, minutes are not available to homeowners • Contracts • Staffing Issues • Collections • Legal Issues

IMPORTANT POLICIES

• Set agenda in advance and properly notify homeowners

• Financial

• Monthly financial review is required

• Banking & Investments

• Follow the published agenda • Ask questions and gain clarifications prior to the board meeting, especially questions related to finances • Study the board packet prior to the meeting and come prepared to take action • Set a specific time for gathering input from residents on the agenda • Remain polite and professional

• Accounting • Collections • Fines • Legal Steven serves on the CAI National faculty and is a past board member of CAI’s APCM. He is a community association consultant with Personalized Property Management. In January 2017 he was awarded the Lifetime Achievement Award from CAI-CV. Steven may be contacted at IslandMgr@aol.com.

You can follow him on Twitter (www.twitter.com/@IslandMgr)

12th Annual Inland Empire Economic Forecast Conference

HOMEOWNER LEADERS

Homeowner Leaders Recommend Board Orientation Internal Education for Board Members in a Community

By Bruce Latta, CMCA and Steven Shuey, PCAM

Governing documents,

board education

T

he California Davis-Stirling Common Interest Development Act says that Common Interest Communities are to be managed by a Homeowners Association, and that the association shall be governed by an elected board of directors.

The board of directors has authority to contract with business partners to accomplish the work necessary to maintain, preserve, and enhance the value of the community. This can only be accomplished if board members are familiar with the community’s governing documents and major contracts (or other obligations). Regularly scheduled board orientations will help make sure every board member is serving at full capacity.

Board members have an awesome responsibility to the owners in the community. Although those who choose to serve on the board of directors are volunteers, they have a fiduciary duty to serve in the best interest of the entire community. To make that work well, a certain amount of education is necessary.

Few people move into a community with a desire to serve on the board, however, living in a HOA requires sharing common assets, which subsequently requires leadership and a method for making decisions. Those who end up being elected or appointed to serve on the board do so because they want to be a part of helping the community be a better place to live.

Some want to help maintain current policies and some want to make changes. Board members come from all walks of life. Some have been in business, and some have little or no business background. Some have high education, and some

have very little education or experience. Since homeowners are automatically members of the association when they purchase their home, nearly everyone is eligible to serve on the board of directors.

The best way for board members to understand the association operations is to take the time to become educated.

Holding a board orientation not only ensures that board members understand their fiduciary duties, but it can help the board develop common expectations, goals and objectives.

Holding regular board orientations are a CAI best practice.

Ask your manager or your legal counsel for their help and guidance.

Steven serves on the CAI National faculty and is a past board member of CAI’s APCM. He is a community association consultant with Personalized Property Management. In January 2017 he was awarded the Lifetime Achievement Award from CAI-CV. Steven may be contacted at IslandMgr@aol.com.

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

CAI-CV.org

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@CAI-CV

37

FEATURE YOUR COMMUNITY JULY 2020

ON THE COVER JULY 202 0

•Landscape Management •Arbor Service •Landscape Design •Landscape & Hardscape Installation •Water Conservation Specialist

EVERY COVER HAS A STORY.

TELL US YOURS!

•Growers of Exotic Palms & Desert Accents

10 Commun ity Spotligh t Monterey Country Club Association , Inc. 7

DE ALING WI TH COVID-19

Novel Cor

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

ST RE SS

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

MUST BE CAI-CV MEMBER IN GOOD STANDING

CONTACT THE CAI-CV OFFICE

(760) 341-0559

admin@cai-cv.org

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

www.prolandscapingca.com

Ph. (760) 341-7770 • (760) 771-1656 • (760) 323-4669 Fax (760) 341-2290 • www.powerfulpestmanagement.com Email - powerfulpest@dc.rr.com

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Quorum November, 2021

A FULL-SERVICE LAW FIRM DEDICATED TO THE SUCCESS OF COMMUNITY ASSOCIATIONS > Legal Opinions > Enforcement > Governing Document Amendments > Contract Review > Assessment Collections > Litigation > Elections/Annual Meetings > General Legal Services

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FIORELAW.COM 760-776-6511

CHAPTER NEWS

CAI-CV Launches

New Career Center

By CAI-CV’s Professional Managers Committee

T

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.

HERE ARE A FEW OF THE FEATURES: FOR EMPLOYERS Job Postings • Employers can pay a modest fee and easily post job opportunities online.

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

FOR JOB SEEKERS 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.

• Job Search Tools 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.

CAI-CV.org

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@CAI-CV

39

FRIDAY, JANUARY 28, 2022 AWARDS AND MONTE CARLO NIGHT

WELCOME TO CAI-CV’S SPEAKEASY

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

OMNI LAS PALMAS RESORT & SPA, RANCHO MIRAGE

WE’RE HEADING BACK TO 1920 TO THE BEGINNING OF PROHIBITION! REGISTER Click Here to ONLINE Register AT CAI-CV.ORG

SPONSORSHIPS Click Here for Sponsorships AVAILABLE

FRIDAY, JANUARY 28, 2022 AWARDS AND MONTE CARLO NIGHT Did you know that drinking alcohol was never actually illegal?

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

40

Quorum November, 2021

CHAPTER NEWS

ATTENTION CAI-CV MEMBERS PLEASE SEND US YOUR AWARD NOMINATIONS

2020/21 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. 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, December 13, 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.

CAI-CV’S SPEAKEASY

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

CIRCLE AWARD YEAR: 2020 OR 2021 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 in 2020 or 2021.

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

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 or 2021. Please see list of Chapter Angels in the October Quorum, page 30.

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.

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 or 2021. Please see list of CAI-CV Educated Business Partners on page 6.

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@CAI-CV

41

PEST CONTROL

ASK THE BUG LADY

By Lori Fahnestock

DEAR BUG LADY,

DEAR LEGGY,

We were frightened by a huge spider that looked like a combination of a spider, baby rat, and a scorpion (see photo attached). REALLY UGLY! It looked exactly like those plastic bugs in the old game Cootie, only uglier. What are these? Are they dangerous? My dog, Spidyman, ate it and I’m now afraid to let him back into the house.

Mrs. Leggy Von Spyder

You don’t have to worry about these spiders, and you are safe letting Spidyman back into your home. These spiders, known as a sun spider, camel spider, or a wind scorpion, are common to the Coachella Valley and other regions of California. They are known as aggressive predators, and probably not something you want to find in your home. These spiders are not related to scorpions. They get their various names due to their appearance. Their bodies measure anywhere from a halfinch to two full inches. They have front appendages that are large, toothed, and jaw-like. Their second pair of appendages have suction tips for seizing prey. There is no doubt they are intimidating.

These spiders are not poisonous. They are predators, but they have no poison to help them catch their prey. They stalk their prey and then capture them in their arms. They can run at amazing speeds. These spiders feed off insects and smaller animals such as lizards. They look fierce and fight hard, but they are perfectly harmless to people and pets.

If you find one of these frighting spiders inside your home, usher it outside. They live a lonely lifestyle, and although they are not dangerous, they are not suitable pets or petfood either.

Let Spidyman know that he probably shouldn’t eat too many.

To prevent them from entering your home, repair weather stripping around doors and windows, and seal cracks and crevices. Work with your local pest management company to help you keep unwanted pests out of your home and buildings.

Lori Fahnestock is the owner of Powerful Pest Management. Lori can be reached at (760) 341-7770 or by email to Powerfulpest@dc.rr.com.

Submit your questions to admin@cai-cv.org.

Please put BUG LADY in the subject field.

"Ask the Expert" columns are available to CAI-CV Chapter Angels.

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Quorum November, 2021

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!

MEMBERSHIP APPLICATIONS & WHO SHOULD JOIN CAI $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

USE THESE LINKS TO ASSIST YOU WITH YOUR RECRUITING!

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

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

SPECIALIZING IN COMMUNITY ASSOCIATION INSURANCE CAI-CV.org

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43

HOA LAW

Drafting Effective Vendor and Construction Contracts

By Wayne S. Guralnick, Esq. (7 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

CLICK HERE to see the July issue for PART THREE (on page 38) of Drafting Effective Vendor and Construction Contracts

CLICK HERE to see the August issue for PART FOUR (on page 40) of Drafting Effective Vendor and Construction Contracts

CLICK HERE to see the September issue for PART 5 (on page 38) of Drafting Effective Vendor and Construction Contracts

CLICK HERE to see the October issue for PART 6 (on page 40) of Drafting Effective Vendor and Construction Contracts

PART SEVEN (CONTINUED FROM OCTOBER QUORUM, PAGE 41)

"All work not conforming to these standards shall be considered defective."

29. G eneral Terms Although “boilerplate,” these provisions are important and generally should include the following: a. FORCE MAJEURE. Either party, Contractor or Association, shall be excused for any delays or defaults by him or it in the performance of this Agreement unavoidably caused by the act of the other, the act of any agent of the other, the act of any governmental authority, the act of any public enemy, acts of God, the elements, war, war defense conditions, litigation, strikes, walkouts or other causes beyond his or its control. Each party shall use reasonable diligence to avoid any such delay or default and to resume performance under this Agreement as promptly as possible after any such delay or default. b. ATTORNEYS' FEES. In the event that any action, suit or other proceeding is instituted to remedy, prevent or obtain relief from a breach of this Agreement, or arising out of a breach of this Agreement, the prevailing party shall recover all of such party's attorneys' fees incurred in each and every such action, suit or other proceeding, including any and all appeals or petitions.

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Quorum November, 2021

As used in this Agreement, attorneys' fees shall be deemed to mean the full and actual cost of any legal services actually performed in connection with the matters involved, calculated on the basis of the usual fees charged by the attorneys performing such services and shall not be limited to "reasonable attorneys' fees" as defined in any statute or rule of court. c. This Agreement shall not be construed against the party preparing it but shall be construed as if both parties prepared this Agreement and in accordance with the laws of the State of. d. If any term or provision of this Agreement, or application of on any term or provision, is held invalid or unenforceable as to any party, the balance of the Agreement shall not be affected and each remaining term and provision of this Agreement shall be valid and shall be enforced to the fullest extent permitted by law. e. Neither party may assign this Agreement, or payments due under the Agreement, without written consent of the other.

HOA LAW f. Time is of the essence of this Agreement. g. Venue. Venue for any mediation, arbitration or litigation relating to this contract or the performance thereunder shall be conducted in the __County, State of ________. h. Termination by Association. If Contractor defaults, fails, or neglects to carry out the work in accordance with the contract documents, Association, after seven days’ written notice to Contractor and without prejudice to any other remedy Association may have, may make good such deficiencies and may deduct the cost thereof from the payment then or thereafter due Contractor. Alternatively, at Association’s option, Association may terminate the contract if Contractor does not cure or commence to cure (and thereafter diligently proceed to complete the cure) any default within seven (7) days after Association delivers to Contractor written notice of its election to terminate. Upon such termination, Association may finish the work by whatever method Association may reasonably deem expedient. If the unpaid balance of the contract price exceeds the cost of finishing the work, such excess shall be paid to Contractor, but if such cost exceeds such unpaid balance, Contractor shall pay the difference to Association. i. Integration/Conflict. The contract documents contain the entire understanding between the parties relating to the transaction contemplated hereby,

and all prior or contemporaneous agreements, understandings, representations and statement, oral or written, are merged herein and shall be of no further force or effect. No provision of this contract may be amended or added to except by an instrument in writing signed by the parties hereto.

All other provisions, conditions and requirements of the Agreement shall remain in full force and effect. j. No Partnership. This contract shall not constitute nor be deemed to constitute a partnership or joint venture between Contractor and Association. k. Exhibits. All exhibits described herein or elsewhere in the contract and attached to the contract are incorporated into the contract by this reference and a part thereof. l. Authority to Bind. Each party signing this contract represents that it has full legal power, authority and right to execute, deliver and perform its obligations under this contract and each party’s performance hereunder and the transaction contemplated hereby have been duly authorized by all requisite actions on the part of such party and no remaining action is required to make this contract binding. m. Successors and Assigns. This contract shall bind and inure to the benefit of the parties and their respective successors, assigns and legal representatives. n. Notices. Each notice and other communication required or permitted to be given under this Agreement (“Notice”) must be in writing.

Notice is duly given to another party upon: o. Hand delivery to the other party; p. Receipt by the other party when sent by facsimile to the address and number for such parties set forth below (provided, however, that the Notice is not effective unless and until a duplicate copy of the facsimile Notice is promptly given by one of the other methods permitted under this paragraph);

"Notices. Each notice and other communication required or permitted to be given under this Agreement (“Notice”) must be in writing.

Notice is duly given to another party upon: Hand delivery to the other party;"

q. Three (3) business days after the Notice has been deposited with the United States Postal Service as firstclass, certified mail, return-receipt requested, postage and addressed to the party as set forth below; or r. The next business day after the Notice has been deposited with a reputable over-night delivery service, postage prepaid, addressed to the party as set forth below with next-business-day delivery guaranteed, provided that the sending party receives a confirmation of delivery from the delivery service provider.

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HOA LAW To Association:

Board of Directors ____________________________

____________________________ To Construction Manager: ____________________________

____________________________

____________________________ Courtesy Copies to:

[Association counsel]

____________________________

30. Materials Manufacturer(s)’ Signature Block

____________________________

The following reflects the sample verbiage / signature block for execution by the materials manufacturer(s):

To Contractor:

____________________________

____________________________

____________________________ To Materials Manufacturer:___________________________

____________________________

____________________________ s. Interpretation. This contract shall be construed according to its fair meaning and as if prepared by both parties hereto. This contract shall be construed in accordance with the laws of the state of________in effect at the time of the execution of the Contract.

Titles and captions are for convenience only and shall not constitute a portion of this Contract.

As used in this contract, masculine, feminine or neuter gender and the singular or plural number shall each be deemed to include the others wherever and whenever the context so dictates. t. Counterparts. This Agreement may be executed in counterparts and when each party has signed and delivered at least one such counterpart, each counterpart shall be deemed an original and all counterparts taken together shall constitute one and the same Agreement, which shall be binding in effectiveness to all parties.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the dates which appear below.

"Association" ABC ASSOCIATION, INC. A California Nonprofit Mutual Benefit Corporation Dated:________ By: ________________________________ "Contractor" WEBUILDIT ROOFING CORPORATION A California Corporation Dated:________ By: ________________________________ Contractor's License No.____________________________

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Quorum November, 2021

MATERIALS MANUFACTURER HEREBY COVENANTS, AGREES, AND APPROVES OF THE TERMS AND CONDITIONS SET FORTH IN PARAGRAPHS ___,___,___, ___ and ___; AND CONFIRMS THAT THE SPECIFICATIONS AS THEY RELATE TO THE ROOF SYSTEM COMPLY WITH MATERIALS MANUFACTURER'S SPECIFICATIONS HEREIN. "Materials Manufacturer"___________________________ Dated:___________ By: ________________________________

31. Verifying Attachments and Exhibits It is extremely important to include a list of exhibits and that they are attached to the contract, so there will be no question what documents are to be included in the agreement. An additional safeguard is to have all parties initial each page of the exhibits. For example, a List of Exhibits could include: Exhibit A Exhibit A-1 Exhibit B Exhibit C Exhibit D Exhibit E

Payment Schedule Schedule of Values Specifications Rules and Regulations Sequencing/Scheduling and Project Completion Extras Which Are Not Part of Contract

Wayne Guralnick, Esq. is an attorney with the law firm of Guralnick & Gilliland, LLP. He received his undergraduate degree from Villanova University and his law degree from Pepperdine University. He is a member of the American, California, Riverside County and Desert Bar Associations. Wayne is a frequent lecturer at numerous national conventions for CAI and throughout the State for other industry trade organizations. He is a past president of CAI-CV. 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. Wayne can be reached at (760) 340-1515 or by email to WayneG@gghoalaw.com.

“HAVE YOU HEARD?” is a monthly column all about the members of CAI-CV!

By Holly Smith, PCAM

T

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is the month to be grateful for all we have.

We give thanks to CAI where we have access to educational opportunities that allow us to advance our professional careers and provide us with the resources to assist our communities.

This month we want to congratulate Bobbie Happ of Associa Desert Resort Management for earning her Association Management Specialist (AMS) designation! We also congratulate Jonathan Wolkowicz for earning his Certified Manager of Community Associations (CMCA) designation.

We are all so proud of you for taking the next step in your educational journey.

CAI doesn’t just offer education and designations for Community Managers. There are several specialized designations available for business partners. We are very proud to announce that Roxi Bardwell from Advanced Reserve Solutions, Inc., has earned CAI’s coveted Reserve Specialist designation! Congratulations!

For those of you unfamiliar with the requirements for this designation; Roxi had to complete 30 reserve studies within the past 3 years and hold a bachelor’s degree in construction management, architecture, or engineering (or the equivalent experience and education) along with several other requirements. If you are a business partner and interested in seeking Professional Designations, please go to CAIonline.org for more information.

If you have something that you would like to announce and share with your CAI family, please send your announcement to HAVE YOU HEARD at admin@cai-cv.org.

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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47

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Quorum November, 2021

CAI-CV's Educational Lunch Program and Mini Trade Show

Resolving HOA Disputes Without Litigation PALM VALLEY COUNTRY CLUB, PALM DESERT LUNCH & TRADE SHOW INCLUDED $42 CAI MEMBERS $52 NONMEMBERS

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

CLICK HERE to Register • How to comply with Davis Stirling Act requirements How BAi helps growing HOAs

• Dealing with difficult homeowner disputes

At Imperial Golf Estates, the HOA identified the owners of 634 homes that would be permitted to use a new back gate, and assessed them the amount needed to fund it. All other residents would have to use the manned front gate.

• What to put in your toolkit • Effective strategies to avoid mistakes • Is it truly a neighbor-to-neighbor dispute?

GUEST SPEAKERS Clint Atherton, PCAM

General Manager, Sun City Palm Desert, Community Association Christina Baine DeJardin, Esq., Partner, Delphi Law Group, LLP Richard Lutringer, JD Mediator, Lutringer Consulting, Alternative Dispute Resolution

“We like the Barcode Automation system because it restricts who comes and goes through that gate. We don’t want vendors, deliveries, golf members, or any resident not in that group of 634 to use that entrance. All of these other residents were not assessed for it, and mu continue to use the manned front must gate. We also like that we can easily deactivate a barcode if a homeowner moves out of our community.

- Harlan Dam, HOA President

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REGISTER AT WWW.CAI-CV.ORG MANAGERS WILL RECEIVE ONE CEU MEMBER COST $42 AND INCLUDES LUNCH CAI-CV.org

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49

PWLC II, INC LANDCARE MANAGEMENT

JOIN THE

QUORUM COMMITTEE

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

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

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

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

50

Quorum November, 2021

(714) 293-3749 BissellDesign.com

YOUR LOCAL COACHELLA VALLEY RESOURCE FOR SB 326 INSPECTIONS! HOA CONSTRUCTION CONSULTANTS FOR 20 YEARS! CALL US TO HEAR ABOUT HOW YOUR PROJECTS CAN BE MORE SUCCESSFUL AND PROTECTED! ❑Let us professionally manage your project ❑No Project too small or large ❑We write your scope and Specifications ❑We create & manage budget and schedule, handle communications ❑Provide Quality Control during the work ❑Provide full Construction Administration, including tracking payments and lien releases Visit our website, see our project gallery and watch our informational video: www.siglercm.com Coachella Valley Office: 760-469-3048 * SF Bay Area: 408-922-0262 * inquiry@siglercm.com Call or write for more info on how we can benefit your Association!

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CLICK ON EVENTS TO SIGN UP

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

NOVEMBER

DECEMBER

CAI-CV’s Manager on the Run (MOTR) (for managers and assistant managers) WHEN: Friday, November 5, 2021, 9:00 a.m.

WHERE: CAI-CV Classroom & Virtual via Zoom

CAI-CV’s Manager on the Run (MOTR) (for managers and assistant managers) TOPIC: Legislation that Impacts Managers WHEN: Friday, December 3, 2021, 9:00 a.m.

WHERE: CAI-CV Classroom & Virtual via Zoom

CAI-CV’s 40th Anniversary & Wine Tasting (for managers and assistant managers) WHEN: Friday, November 12, 2021, 5:30 p.m.

WHERE: Shields Date Garden, Indio

SIGN UP NOW FOR FALL IN-PERSON EVENTS

CAI-CV’s Annual Holiday Golf Tournament WHEN: Friday, December 10, 2021 WHERE: Desert Princess Country Club, Cathedral City

CAI-CV’s Board Member Workshop (BMW) (for board members) (IN-PERSON) TOPIC: ASK THE ATTORNEY WHEN: Friday, November 12, 2021, 3:30 p.m.

WHERE: Shields Date Garden Auditorium, Indio

CAI-CV’s Board Member Workshop (BMW)

CAI-CV’s Educational Lunch Program & Mini Trade Show (for board members) (IN-PERSON) WHEN: Friday, November 19, 2021, 11:30 a.m.

WHERE: Palm Valley Country Club, Palm Desert

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

WATCH FOR THE CAI-CV MONDAY UPDATE WITH ALL EVENTS AND PROGRAMS

(for board members)

TOPIC: Violations, Towing & Parking WHEN: Tuesday, December 14, 2021, 9:00 a.m.

WHERE: CAI-CV Classroom & Virtual via Zoom (for all members) (IN-PERSON)

TOPIC: ASK THE ATTORNEY WHEN: Friday, December 17, 2021, 11:30 a.m.

WHERE: Palm Valley Country Club, Palm Desert

2022 CAI-CV 2020 & 2021 Awards Combined & Monte Carlo Night (for all members) (IN-PERSON)

WHEN: Friday, January 28, 2022 WHERE: Omni Las Palmas Resort & Spa, Rancho Mirage

Sponsorships Now Available for In-Person Events

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ATTENTION BUSINESS PARTNERS & MANAGEMENT COMPANY EXECUTIVES CAI-CV has released the UPDATED 2022 Advertising & Sponsorship Plan - CLICK HERE