Quorum December 2021

DECEMBER 2021

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DECEMBER 2021

INSIDE 10

16 22

Business Partner Spotlight Welcome Aboard - International Paving Services, Inc. Forty Years at CAI-CV! (Part 3) A Newly Elected Board Member’s Journey to Education and Training 30 Thank You to CAI-CV Chapter Angels

MAKING [COMMUNITY]

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

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

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

2

Quorum December, 2021

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!

CAI-CV.org

facebook.com/CAICV

@CAI-CV

3

CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNERS

Robert Lavery (760) 346-1161 rlavery@drminternet.com

AQUAGUARD LLC Steven Fielding (844) 438-9247 stevenf@wagsvalve.com

Stacey Lippert (760) 346-1161 slippert@drminternet.com

FOCUSED INSPECTION GROUP

SEABREEZE MANAGEMENT COMPANY, INC.

Alex Riley (877) 323-3579 info@focusedinspections.com

Jon Gann (760) 780-4282 Jon.gann@seabreezemgmt.com

RENEWING BUSINESS PARTNERS FENTON, GRANT, MAYFIELD, KANEDA & LITT, LLP Kathryn Krupp (949) 435-3834 kkrupp@fentongrant.com

Shane Petrik (760) 333-9598 shanep99@gmail.com ALBERT MANAGEMENT CORPORATION

FLANAGAN LAW, APC

Loreanna Flores (760) 609-9477 lori.flores@albertmgt.com

Tim Flanagan (619) 489-3100 tim@flanaganhoalaw.com

Cari Burleigh (951) 767-1788 Cari.Burleigh@seabreezemgmt.com Donna Rickman (323) 377-7783 ddrickman12@gmail.com

NEW VOLUNTEER LEADERS CABALLEROS ESTATES HOA Kirt Chaffee Tim Ewing William Hewitt John Keefe Mark Levine Kevin McClay Bruce McDannold Art Passante Bryan Watkins MOUNTAIN VILLAS HOA

LLOYD PEST CONTROL

ASSOCIA DESERT RESORT MANAGEMENT

Shelly Anderson

Antonio Hernandez (619) 668-1958 antonio.hernandez@lloydpest.com

Brooke Ancheta (760) 346-1161 bancheta@drminternet.com

RENEWING VOLUNTEER LEADERS

Howard Jacobs (619) 668-1958 howard.jacobs@lloydpest.com

Sharron Badham (760) 393-5211 sbadham@drminternet.com

NISSHO OF CALIFORNIA, INC.

Melody Castro (760) 777-8807 mcastro@drminternet.com

Tom Baird (760) 727-9719 sdflsdgofg@gmail.com WICR INC., WATERPROOFING AND DECKING

Maryann Hoss (760) 346-1161 mhoss@drminternet.com

Sean Krubinski (888) 388-9427 sean@wicr.net

Dana Lefever (760) 346-1161 dlefever@drminternet.com

RENEWING MANAGEMENT COMPANIES

Synthia Salazar (760) 775-7255 synthia.salazar@drminternet.com

PROFESSIONAL COMMUNITY MANAGEMENT, AN ASSOCIA COMPANY Mallorie Hall (760) 899-0275 mallorie.e.hall@gmail.com

Lorenzo Bartoni Kathy Blessing Donald Denney James Lewis Karla Lorentson Patricia Lucas-Woodruff Jose Maciel Christopher Morgan Patricia Olsen Patricia Smith Michelle Thompson Mary Ann Wianecki Wayne Wianecki

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

FAST COURTEOUS PROFESSIONAL SERVICE YOUR PEST WON’T KNOW WHAT HIT’EM

Norma Segura (760) 346-1161 nsegura@drminternet.com

Callen Lockett (760) 341-0559 CLockett@cai-cv.org

NEW MANAGER MEMBERSHIPS

PGA WEST FAIRWAYS Ken Kuperstein (760) 776-5100 Ext. 6335 ken.kuperstein@managementtrust.com

ASSOCIA DESERT RESORT MANAGEMENT Marshall Jackman (760) 346-1161 mjackman@drminternet.com

VACCINES

Diane Brabec

WATERCOLORS AT LA QUINTA HOMEOWNERS ASSOCIATION

COACHELLA VALLEY CHAPTER

Alisa Toalson (951) 808-3587 alisa.toalson@seabreezemgmt.com

COVID-19

ALIANTE INDIO, INC.

Isabel Duran Joseph Evington Francisco Galvez Debby Ann Jacobo Maria Jaimes James Kreizinger Nick Lanning Jeanne Lawson Leanna Lopez John Meece Emiliano Ocha Vielmas Eugene Riddick John Wills

Holly Smith (909) 521-6829 hsmith@drminternet.com

SEABREEZE MANAGEMENT COMPANY, INC.

4

RENEWING MANAGER MEMBERSHIPS

SEABREEZE MANAGEMENT COMPANY, INC.

https://myturn.ca.gov/ https://covid19.ca.gov/vaccines/

DID YOU KNOW YOU CAN GET NOTIFIED WHEN IT’S YOUR TURN? ARE YOU ELIGIBLE TO BE VACCINATED?

Quorum December, March, 20212021

CONTENTS

2021 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

HOA Legal Services

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

MARILYN RAMOS, CO-CHAIR Guralnick & Gilliland, LLP

STEVEN SHUEY, PCAM BOARD LIAISON

Personalized Property Management

KIMBERLY BURNETT

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

FEATURES 10

Business Partner Spotlight

16

Forty Years at CAI-CV! (Part 3)

SIERRA CARR, CMCA

Associa Desert Resort Management

MEAGHAN GAFFNEY-HOWE CMCA, AMS The Gaffney Group, Inc.

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

BRUCE LATTA, CMCA

By CAI-CV Director Gen Wangler

22 A Newly Elected Board Member’s Journey to Education and Training

By Brigadier General (Retired) Guido Portante

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

Welcome Aboard - International Paving Services, Inc.

By Meaghan Gaffney-Howe, CMCA, AMS

30 Thank You to CAI-CV Chapter Angels

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.

DEPARTMENTS

FINANCE

LANDSCAPING

9

32 Reading Financial Statements

Recycle Your Christmas Tree

By Burrtec

WATER WISE

23 HOA Water Counts Academy

Learn About History, Use, and Management of Water

By CV Water Counts

The Balance Sheet Part 4 – Accounts Payable and Accrued Expenses

By Jeremy Newman, CPA

SECURITY

37 Don't Be a Victim of an Opportunist

By Kimberly Burnett

CLAC UPDATE

INSURANCE 24 Do Boards Have a Fiduciary Duty to 43 Charitable Giving Protect Their HOAs from in the US Insurance Onerous Legislation?

Industry

By Holly Smith, PCAM

MANAGER’S PERSPECTIVE

29 Serving as a Volunteer Leader

By Steven Shuey, PCAM

By Riya Chhabra & Ido Segev; Submitted by Mike Rey

HOA LAW

46 A Look at California’s New Organics Waste Law: SB1383

By Burrtec

CAI-CV.org

facebook.com/CAICV

@CAI-CV

5

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

Do you need a little deliciousness in your life? The Quorum Committee is collecting recipes for upcoming issues.

Send your favorites to RECIPES at Quorum@cai-cv.org.

CAI-CV

EDUCATED BUSINESS PARTNER

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

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

6

Quorum December, 2021

CONTENTS

CHAPTER NEWS 2021 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT Prendiville Insurance Agency

CLINT ATHERTON, PCAM PRESIDENT-ELECT Sun City Palm Desert

MIKE TRAIDMAN PAST PRESIDENT

4 4

COVID-19 Vaccines

28 CAI-CV’s 2022

CAI-CV New & Renewing Members

35 Educational Lunch Program

6

CAI-CV Educated Business Partners

8 9

President’s Message

Nomination Form

CAI-CV

Fiore Racobs & Powers, A PLC

STEVEN SHUEY, PCAM TREASURER

Personalized Property Management CAI-CV

EDUCATED BUSINESS PARTNER

Awards Nominees Needed Due December 13th

JULIE R. BALBINI, ESQ. SECRETARY

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

21 Spooktoberfest

Thanks to Our Sponsors

26 Join a CAI-CV

Thanks to Our November Program Sponsors

36 Meet the Board

By Jay Jarvis, CMCA, AMS, CCAM

38 CAI-CV Membership Drive Sponsored by Prendiville Insurance Agency

41 CAI-CV 40th Anniversary

Celebration & Wine Tasting Thanks to Our Sponsors

Committee

27 CAI-CV Committee Volunteer Form

DAN FARRAR, CMCA, AMS DIRECTOR

& Mini Trade Show

Lily Ortega, CMCA

15 2020/21 Chapter Award

Mira Vista at Mission Hills HOA

EDUCATED BUSINESS PARTNER

List of Quorum Advertisers

Leadership Team

48 CAI-CV’s 2022 Calendar 52 CAI-CV 2021 Corporate Sponsors

FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

LONI PETERSON, PCAM DIRECTOR

EVENTS

13

CAI-CV Annual Holiday Golf Tournament

14

CAI-CV Annual Awards & Monte Carlo Night

Keystone Pacific

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

CAI-CV’s SPEAKEASY - RED VELVET LOUNGE Friday, January 28, 2022 (Nomination Form on Page 15)

20 Spooktoberfest Friday, October 29, 2021

25 Margaritaville – CAI-CV Virtual Bowling Tournament October 1-8, 2021; Thanks to Our Strike Sponsors

34 Educational Lunch Program & Mini Trade Show November 19, 2021 - Resolving HOA Disputes Without Litigation

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.

CHRISTMAS VACATION (National Lampoon's) Desert Princess Country Club Friday, December 10, 2021

40

CAI-CV 40th Anniversary Celebration & Wine Tasting

47

November Board Member Workshop

Friday, November 12, 2021, Shields Date Garden Friday, November 12, 2021, Shields Date Garden Theater

47

CAI-CV Educational Program & Mini Trade Show

ASK THE ATTORNEY – December 17, 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

I

hope all of you had a wonderful Thanksgiving and are looking forward to an enjoyable holiday season with friends and family. The CAI-CV office and Board of Directors have been working on finalizing the Chapter’s 2022 calendar of classes and events (see page 48-49), and our leadership team (see page 28). If you are interested in serving on one of the Chapter’s 15 committees, please fill out the form on page 27 and scan it back to the Chapter office. Working on a CAI-CV committee offers excellent leadership training, networking opportunities, and is an excellent way to build careers. The Board has asked all Chapter committees to increase their size to a minimum of 11 members before the end of the year.

I hope you will consider volunteering in 2022.

The Chapter’s 40th Anniversary and Wine Tasting event held at Shields Date Garden on November 12th was amazing.

The evening was enchanting with incredible lighting supplied

by Creative Lighting & Electric (CLE). Our thanks to CLE owner Tony Spinuzzi for his generosity. Shields provided fantastic food, and the committee picked incredible wines for tasting. Gary Butler (Asphalt MD’s) served as MC and provided hilarious entertainment while keeping the bidding going on the live auction items. The committee members outdid themselves with the live and silent auction, where they tripled the amount raised in comparison to past years. Thanks to Gloria Kirkwood, Chair of the 40th Anniversary Committee (Associa Desert Resort Management), and Alison LeBoeuf, Chair of the Wine Tasting Committee (The Sherwin Williams Paint Company) and their team of committee volunteers. Great job! I also want to thank Sandra Gottlieb (SwedelsonGottlieb) for sponsoring the beautiful 40th Anniversary pins that were given out at the celebration. If you did not receive a commemorative pin, make sure to ask for one at an upcoming Chapter event. Thanks, too, to all our sponsors and all who generously donated auction items.

Earlier that afternoon at Shields, the Education Committee hosted an informative “Ask the Attorney” program for community board members in the Shields’ Theater. Our thanks to Emily Long, Esq. (Epsten, APC), Lisa Tashjian, Esq. (Beaumont Tashjian), and Carter Watkins, Esq. (Green Bryant & French, LLP). Thank you!

Our November Educational Lunch Program and Mini Trade

8

Quorum December, 2021

Show was held live at Palm Valley Country Club on Friday, November 19th, and was titled “Resolving HOA Disputes Without Litigation.” This was another excellent program that provided an update on mediation and alternative dispute and internal dispute resolution (ADR/IDR). Thank you to our guest speakers, 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). Thanks also to Programs Committee Chair Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC) and her team for another great program.

Our next Educational Lunch Program and Mini Trade Show will also be at Palm Valley Country Club, on Friday, December 17th, and is an “ASK THE ATTORNEY” session where CAI-CV members may bring their toughest HOA questions to try and stump our panel of attorneys. Our thanks to Adrian Adams, Esq. (Adams|Stirling, PLC), Jeff French, Esq. (Green Bryant & French, LLP), and Sandra Gottlieb (SwedelsonGottlieb) for agreeing to serve as our speakers for this program. You may sign up for any of our educational programs at www.cai-cv.org.

The Chapter’s Holiday Golf Tournament will be held on December 10th at Desert Princess Country Club (see page 13).

Foursomes, single player golf, and sponsorships are still available. New this year, managers play free of charge, so sign up soon! All members are invited to the awards lunch following the tournament. This a great networking opportunity with excellent food and door prizes.

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 30. 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 Friday, December 3rd. This program is focused on letting managers know about upcoming legislative changes that impact their jobs. Our guest speakers are Clint Atherton, PCAM, (Sun City Palm Desert Community Association), and Christina Baine DeJardin, Esq. (Delphi Law Group, LLP). On

ADVERTISERS Tuesday, December 14th, we have scheduled a Board Member Workshop about Violations, Towing, and Parking. Our guest speakers are Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC) and Kevin Hacksworth (Southwest Security). Both programs are offered free and will be via Zoom. Managers may earn one continuing education unit for attending the MOTR. Just a quick reminder that you may now purchase subscriptions for Quorum Magazine online at www.cai-cv.org by clicking on the Resources tab, and then Quorum Magazine tab.

I wish you all a safe and happy holiday season! All our best wishes from CAI-CV.

ASPHALT AMS PAVING..................................................................42 ASPHALT MD'S................................................................6 INTERNATIONAL PAVING SERVICES, INC (IPS).... 1, 10, 12

ATTORNEYS FIORE RACOBS & POWERS, A PLC................................50 DELPHI LAW GROUP LLP...............................................36

CONSTRUCTION C. L. SIGLER & ASSOCIATES INC.....................................3 VANTAGE POINT CONSTRUCTION..................................51

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

DESIGN

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

LANDSCAPING

BISSELL DESIGN STUDIOS, INC.....................................42

CONSERVE LANDCARE..................................................50 DESERT ARC..................................................................33 PRO LANDSCAPING, INC................................................12

RECYCLE your CHRISTMAS

TREE

Sustainability Tip: Save boxes, wrapping paper and ribbon for future gift wrapping.

POWERFUL PEST MANAGEMENT....................................4

Palm Desert

RESTORATION SERVICES

La Quinta

(760) 340-2113

PEST CONTROL

GARDNER OUTDOOR AND POOL REMODELING......... 6, 50

Residents may also bring their undecorated trees, free of charge, to the following drop-off location:

www.burrtec.com

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

Curbside Collection Bermuda Dunes

Reminder: Burrtec is closed December 25th and January 1st. Waste and Recycling collection will be delayed by one day during these two weeks. If your regular service day is Friday, your trash and recycling well be serviced on Saturday.

MANAGEMENT

POOLS

Beginning December 26, 2020 through January 9, 2021, residents with Burrtec’s curbside service may place their undecorated tree at the curb on their regular trash day. This program is for Burrtec customers only.

Edom Hill Transfer Station 70100 Edom Hill Road Cathedral City, CA 92234

PWLCII, INC...................................................................45

Cathedral City Indian Wells Indio

FLOOD RESPONSE.........................................................39

ROOFING

Rancho Mirage

WESTERN PACIFIC ROOFING.........................................12

Thousand Palms

ROOF ASSET MANAGEMENT INC. .................................31

Coachella S.C.V.C.S.D

SECURITY BARCODE AUTOMATION INC................................... 28, 47

TAX AND AUDITING SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC.............4 CAI-CV.org

facebook.com/CAICV

@CAI-CV

9

BUSINESS PARTNER SPOTLIGHT

Serving All of Southern California

Welcome Aboard INTERNATIONAL PAVING SERVICES, INC.

By Meaghan Gaffney-Howe, CMCA AMS International Paving Services, Inc., also widely known as IPS, is a family owned and operated business that was established in 1981. For 40 years, they have superseded their customer’s expectations through value-driven and customer-focused service. The services offered by IPS include new asphalt, overlays, asphalt removal and replacement, concrete, crack fill and seal coating, ADA compliance, and more. Conveniently located in Southern California, IPS serves the Coachella Valley and Riverside County, along with San Bernardino, Orange, San Diego, Los

• ASPHALT • CONCRETE • SEAL COATING • STRIPING • ADA COMPLIANCE 10

Quorum December, 2021

BUSINESS PARTNER SPOTLIGHT

Angeles, Santa Barbara, and Ventura counties. IPS installs the highest quality Black/Gold Seal Coat, which is specially designed to preserve asphalt in Southern California’s desert climate. IPS uses recycled products and manufactures its Seal Coat in their own seal plant, allowing clients to receive the most competitive pricing available. IPS provides their valued customers with the highest quality and service at the best possible price.

IPS is a family-owned company, with multiple generations of experience. Their long-term employees share in the family’s strong work ethic, and they are proud to stand by their work and the quality of their products. IPS utilizes eco-friendly products, including water-based paints, and strives to be environmentally conscious. On the job site and in the factory, they are committed to the safety of their clients and employees.

IPS holds a Class B General Contractor’s License, as well as a C-12 License, specializing in earthwork and paving. They are active in industry trade associations including The 55+ Guide and Western Manufactured Housing.

Justin McCamish is the Coachella Valley representative for IPS. If you are interested in any of the wide range of services offered by IPS, Justin can be reached at (760) 702-4834 or by email at estimator@ipspaving.com. More information about IPS can be found on their website at www.ipspaving.com.

Meaghan Gaffney-Howe, CMCA, AMS, is a senior manager for The Gaffney Group, Inc. Meaghan can be reached at (760) 327-0301 or by email to meaghan@thegaffneygroup.net.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

11

Contractors Lic. # 235717

WESTERN PACIFIC Roofing Corporation

Since 1949

“Complete Roofing Services” •Landscape Management •Arbor Service •Landscape Design

Repairs • Re-roofing Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com

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

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

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

www.prolandscapingca.com

12

Quorum December, 2021

JOIN THE

QUORUM COMMITTEE

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

SPONSORSHIPS AVAILABLE CAI-CV.org

facebook.com/CAICV

@CAI-CV

13

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.

14

Quorum December, 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.

3) Special Event Committee of the Year A CAI-CV event committee that has achieved a high level of success, reaching their committee goals and helping the Chapter realize its vision.

Choose from: Awards Committee Bowling Committee

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 and PR Committee Education Committee Homeowner Leader Committee Membership Committee Professional Managers Committee Programs Committee Quorum Committee Volunteer Committee 5) Community Association Onsite Manager of the Year A CAI-CV onsite manager member who has worked to promote professionalism in the CID industry through their volunteer work with CAI. This award is for managers who are dedicated to serving only one community, regardless of their work location.

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 on page 30.

Golf Committee Oktoberfest Committee Wine Committee

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

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

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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15

PART 3 2008 Sharron Badham (Andalusia at Coral Mountain) took over as president. The January breakfast program focused on developer transition issues. Attendees included Chris Meyers (Asphalt MDs), Doug and Lee Bothe (Joanne M. Allen & Associates), Nena Rutherford (DRM), Josh Dickey (PPM), Cam Anderson (Avail Management) and Sarah Guralnick (Palm Desert Greens).

In May, the Education Committee presented a “Hawaiian Luau” to raise funds for the manager scholarship fund. Held at Carol Fulton’s home, it was a fabulous party, with everyone decked out in Hawaiian outfits and leis. We raised about $5,000 for the scholarship fund.

Dana Brown (DRM) won the grand prize, a trip for two to Hawaii.

The Awards Dinner in November, chaired by Grace Von Seggen and Rick Rapp (The Monarch Group), was one of those very special evenings. Guests were greeted at the red carpeted entrance to the newly remodeled Heritage Palms Country Club clubhouse. Mike Livingston was honored with the Hall of Fame Award, Matt Lawton (Prendiville Insurance) with the Business Partner of the Year Award and PGA West won Association of the Year. Kristin Berryhill-Hood cleaned up, winning Committee Member of the Year and Member of the Year.

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Quorum December, 2021

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C O MMU N

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To see part two, go to www.cai-cv.org, Resources, Quorum, November Issue, page 16.

SOCIATIONS

TITU

BE

TTE

IN

G

(Part 3 of 3) By Gen Wangler, Director, CAI-CV

To see part one, go to www.cai-cv.org, Resources, Quorum, October Issue, page 22.

Y

AS

NS

40th Anniversary Forty Years at CAI-CV!

IT

FEATURE

V R H OA LI

2009 Cyndi Koester (Community Association Banc) was president.

CED Henry Kriegel retired, and the Chapter welcomed Cardinal Ambrose as the new Chapter Executive Director.

Cardinal, like our previous CEDs, had a strong academic background, having earned a BA and an MBA, with a concentration in management.

In August, we had our first ever bowling event, the “Hula Bowl,” at Palm Springs Lanes. Seen showing off their bowling talents, or lack of them, were Rob and Ron Winkle (Western Pacific Roofing), Louise Stettler (Epsten Grinnell & Howell), Maryann Hoss (DRM), Dan Farrar (FirstService Residential) and Lavona Grillo (PPM), who won the top raffle prize, a 32” flat screen TV.

2010 Gloria Kirkwood took over as president.

The first ever “Country Western Roundup” was held in February at Sunshine Landscape. Jesse and Carlos Contreras went all out on décor, filling the area with flowers, plants, bales of hay, a stage and even a cow pen to hold “Hurricane,” a real cow. Without going into too much detail, Hurricane’s role was to determine the winner of the cow-pie bingo game.

2011 Art Coulter (Palm Valley Country Club Association) took over as our second ever homeowner president. We also had a new CED, Wendy Van Messel, as Cardinal Ambrose became an association manager. Wendy had been an executive assistant with Desert Resort Management.

The Golf Tournament, “The Golden Eras of Golf,” was held at Palm Valley, co-chaired by Tad Black (Gothic Grounds Maintenance) and Becky Hayes (LaBarre/Oksnee Ins.). The hole sponsors went all out to entertain the players with themed booths, decorations and food: NPG Paving served delicious breakfast sandwiches; Asphalt MDs constructed a Gold

FEATURE

Margarita bar (where the foursome I was with allowed many foursomes behind us to just “play through”); AMS Paving set up its ever popular taco bar; and the kilted girls of Desert Resort Management served jello shooters. We were well fed and hydrated.

This year’s Day at the Races was another big success. We had our own private suite, which included betting windows, a patio overlooking the track and TV monitors for viewing the races.

Attendees included Ashley Layton (DRM), Gary Butler, Brenda Morse (Monarch Management), Lori Fahnestock, along with her mom Patsy and son Quin, and Christina Baine-DeJardin, Esq. (Peters & Freedman).

The awards dinner, “2011 Gems of the Desert,” was a particularly fun evening. Held at Desert Willows, over 180 of us were dressed up and looking good. It seemed like everyone was there, but to name a few: Nena Rutherford-Milward (DRM), Pat Smith (The Veneto), Shelly Reugsegger (PPM, “Community Association Manager of the Year”), Micha Ballesteros (Flood Response), Gina Roland ( Dunn-Edwards), Leslee Williams (DRM, “Rookie of the Year” and “Volunteer of the Year”), Gerard Gonzales (Albert Management, “Committee Chair of the Year”), Jesse and Carlos Contreras (Sunshine Landscape, “Business Partner of the Year” and “Member of the Year”).

2012 Rob Winkle (Western Pacific Roofing) served as president.

In February, “The Year of the Dragon” themed casino night was a big success. Chair Jeff Grady (Signarama) was ably assisted by co-chair Gloria Kirkwood and committee members Tad Black, Jamie Saldivar (DRM), Micha Ballesteros, Sue Anderson (Universal Protection Service), Gerard Gonzales, Lori Fahnestock, Louise Stettler and Leslee Williams.

Awards Night, another glittery occasion, was held at Indian Wells Country Club. Those in attendance included Keri Frediani (Albert Management), David Kline (Fiore Racobs & Powers), Kaity Bohegian (Securitas) and Mike Mastroprieto (Orange Coast Building Services).

2013 Nena Rutherford-Milward (DRM) took over as president.

Under her leadership, our educational offerings continued to expand. The Essentials of Community Association Volunteer Leadership course was presented in April, the M204 Course Community Governance, one of the courses required for the PCAM designation, was presented in Palm Desert and we began to offer the Educated Business Partner designation.

CED Wendy Van Messel resigned, but not from CAI. She moved on to work for the California Legislative Action Committee (CLAC), and was replaced by Terry Smith. Nena had her hands full, though, because Terry unexpectantly announced that she was moving to Texas! We were without staff for a while, until our new CED, Stacy Estrada, was brought on.

In July, we again traveled down to San Diego for Del Mar Day at the Races. The hats were something to behold! Enjoying the day were Paula Tapia (Pacific Western Bank), Mike Graves (SCT Reserves), Fran Mullahy (Vintage Associates, Inc.), Monica Alvarado (DRM), Nena Rutherford-Milward, Jamie Circle (DRM) and Jerry McDonald (The Management Trust).

2014 Christina Baine-DeJardin, took over as our president, announcing in the January Quorum’s President’s Message her goals of improving communications through social media and supporting CLAC. She also announced that the Chapter had grown to 502 members, making us a “large” chapter.

The Chapter’s Education Committee introduced the “Managers on the Run,” or MOTR, classes for association managers.

In July, the Chapter Board announced that Cal Lockett would be taking over as CED. Cal has a strong academic and business background, having held executive positions for Bank of America and WellPoint. He served as B of A’s Chief Lobbyist in Sacramento. Cal also had extensive nonprofit management experience, and had also served as president of two community associations. At the time the Chapter hired him, he was president of The Orchard Estates in Indio. His manager, Lori Albert (Albert Management), asked him to come

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17

The Management Trust - Desert Division

FEATURE

BRONZE SPONSORS

Asphalt MD's CBCI Construction, Inc. talk with the CAI-CV Board, and the rest is history.

Control), Carlos Contreras (Sunshine Landscape), Matt Lawton Diversified AsphaltRhonda Products The year closed with the Business Partner Holiday Open (Prendiville Insurance), Drews (DRM), Jolen Zeroski House, held at Avondale Golf Club. The club was decorated (Union Bank) and Carolyn Chesnut (DRM). Many members Dunn-Edwards Paints beautifully, and we were entertained by the Palm Desert High of other chapters in town for the Legal Forum stayed on and Epstenour Grinnell Howell, APC School Chamber Singers. Most importantly, we raised money enjoyed event as& well. for The Narrow Door’s Christmas Store, which helps less Fiore Racobs & Powers, A PLC fortunate families provide Christmas gifts to their children. 2017 LaBarre/Oksnee Insurance Agency, Inc. Phyllis Harkins (The Management Trust/Portola Country 2015 Club Association) became our president. Phyllis’s vision for the PrimeCo Tad Black (Gothic Grounds Maintenance) took over as our Chapter was to Energize the Chapter, Educate our members and Seacoast Commerce Bank

president. Although leading in his own special, entertaining Elevate us as the source for CID information and education. way, Tad’s serious focus for the year was on attracting assoWe started the year with Awards Night, held for the first ciation board members to CAI. As such, the very first Board time at the Omni Rancho Las Palmas. The event was beautiLeak Locators Member Workshop (BMW) was held in February at Shadow fullyAccurate planned and executed by chairs Kristin Berryhill-Hood Mountain Resort, just before the Corks for CLAC wine tasting (DRM) and Larry May (AMSL.L.P. Paving) and their committee.

Peters & Freedman, event. Just a little “carrot and stick” to encourage directors to Attendees included Lisa Glogow (Powerstone Property join the Chapter.

Management), Mike Traidman (Mira Vista at Mission Hills), The Golf Tournament was held at The Springs. This marked Rob and Ron Winkle (Roof Asset Management), Grace Paluck AMS Paving, Inc.husband Mike, Dan Stites (CBCI the first time that this club had invited a nonmember spon- (The Management Trust) and sored organization to play. We must have behaved ourselves, Construction), Anderson (Adams Stirling PLC) and Ronda Pacific Sue Western Bank because we were invited back the next year. John Walters-Clark Henry (SERVPRO of Palm Desert).

Western Pacific Roofing (NPG/Nelson Paving) and Kyle Albert (Albert Management) Our June bowling event celebrated “real life superheroes,” chaired the Golf Committee. Sponsors included Flood those folks who are on the scene saving lives and protecting Response, Tinnelly Law Group, CBCI Construction, Frazier us when bad things happen. Sponsors included Conserve Pest Control and EmpireWorks.

LandCare,Flood PacificResponse Western Bank, Vantage Point Construction, This year’s bowling event was huge. Almost everyone was Allied Universal, Dunn-Edwards and Diversified Asphalt decked out in Hawaiian shirts and leis for the Aloha Bowl at Products.

Palm Springs Lanes. Among those having fun were Jennifer Zeivel (PPM), Charles Walters-Clark (DRM), Phyllis Harkins 2018KESQ News Channel 3 (Palm Desert Country Club), Rick Rapp (DRM), Mike Rey Yours truly became president this year. We were very excited SCHOLARSHIP SPONSOR (Rey Insurance), Rodney Bissell (Bissell Design Studios) and to move into our new office, which contains a large classroom, Kimberli Taylor-Burke (O’Connell Landscaping). a conference room and office space for staff. Our business partPacific Western Bank We closed out the year with the Mardi Gras Awards at ners were generous with their services, and donations, to get Bermuda Dunes Country Club, all decked the office built out and ready to move in: out in colorful masks.

Vantage Point Construction, AMS Security, MRC Technology Solutions, Vista Paint 2016 and Sherwin Williams all contributed to Gerard Gonzales (Albert Management), the effort. took over as president for this 35th anniIn April, CAI National announced versary year. Gerard’s goal was to continue that we had won three Achievement & growing the Chapter and raising awareExcellence Awards: the Management ness of CAI in the community.

Development Award for the Educational In October, CLAC held its annual planLunch Program & Mini Trade Shows; the ning session at the Renaissance Indian Member Services Award for the MOTR Wells Resort. That evening, the CLAC programs; and the Leadership Award for fundraiser was held, with a “Rat Pack” theme. Many of us the Energize, Educate and Elevate Initiative introduced by wore vintage mink stoles; very 50s and very glamorous. The Phyllis Harkins. President-elect Mike Traidman and I were Legal Forum was held the next day, and that eveningfacebook.com/CAICV we held proud to accept the twitter.com/CAI_CV awards at the National Conference 31 in CAI-CV.org our own event, Oktoberfest, at the Renaissance. Enjoying the Washington D.C. evening and the oompah music were Julie Frazier (Frazier Pest

PHOTO SPONSOR

ENTERTAINMENT SPONSORS

EVENT DESIGN SPONSOR MEDIA SPONSOR

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Quorum December, 2021

FEATURE 2019 Mike Traidman took over as Chapter president. In January we gathered at the Omni Rancho Las Palmas for the Mad Hatter 2018 Awards & Monte Carlo Night. The table decorations, created by the very talented Trish Forte (Albert Management/Monterey Country Club Association), were fantastic and got us all into the party spirit. I was honored to present the President’s Award to Lori Fahnestock. The Distinguished Service Award went to Cardinal Ambrose; the Homeowner Leader award went to Bruce Latta (Parc La Quinta) and Business Partner of the Year went to Roof Asset Management, aka the Winkle boys.

Mike and President-Elect Matt Lawton collected seven more chapter achievement awards at the National Conference in Orlando.

In October, almost everyone was in costume for Spooktoberfest, again at Sunshine Landscape. I went as Cal, and there were skeletons, pirates and other such fanciful creatures, as well as a haunted house. Seen enjoying the scary ambiance were Dave Carter (Albert Management), Alison LeBoeuf (Sherwin Williams), Rick Cech (Roof Asset Management), Lily Ortega (Pro Landscaping) Holly Smith (DRM) and Rodney Bissell.

2020 Mike Traidman stayed on as president. He had the time, and pointed out that it took one year to figure out the job so why not a second year?

Of course, t he year turned out to be a strange one. It started out fine. In January, we had Awards Night, “Atlantis, An Evening Under the Sea.” Attendees included Clint Atherton (Sun City Palm Desert), Bridget Nigh (Dunn-Edwards), Damian Jenkins (The Management Trust) and Rhonda Drews (RealManage).

In February, we had the first ever “Community Association Manager Day.” There was a full day of concurrent sessions for managers and assistant managers on topics including reserves, financials, writing skills, ethics and fiduciary duties.

At the end of the day, Alison LeBoeuf and Micha Ballesteros (Cartwright Termite and Pest Control) hosted a trivia game, handing gift certificates and other prizes to the winners.

Then, in March, the pandemic hit and everything was shut down. No in-person meetings, programs or networking events for months at a time. We all learned to use Zoom and

held committee meetings and, importantly, continued to offer educational programs, “virtually.”

Of course, the Chapter’s finances took a dive, since we couldn’t hold fundraisers, and the sponsorships of our business partners went unused. But many of our business partners, recognizing the value of the Chapter’s educational programs and the need for the Chapter to survive, agreed to donate those unused sponsorships to the Chapter.

These companies are recognized in each issue of the Quorum as “CAI-CV Chapter Angels.”

2021 Matt Lawton is our current president. As Matt took over, we remained shut down, accomplishing much over Zoom, but still missing our long time camaraderie. We missed each other!

The bowling event scheduled for October was not to be; we held a virtual event instead. Not everyone was ready for an indoor event. But at the end of October we gathered at Sunshine Landscape for Spooktoberfest, our first in-person networking/fundraising event in over a year. Then we had our first monthly lunch program, the Legislative Update, in November, and had a good turnout. The Golf Tournament is scheduled for December 10, with a “Christmas Vacation” theme. Can’t wait to see what our hole sponsors come up with!

In short, we’re back.

Over the Chapter’s 40 years of existence, we have seen many friends and colleagues in our industry come and go. We’ve had mostly good times and a few bad and uncertain times.

From humble beginnings at Columbia Savings & Loan in Palm Desert, to high fallutin’ affairs at the Ritz-Carlton, our Chapter has always been special, especially because of the special people who belong to it. Here’s to another 40 years!

Gen Wangler is a member of the CAI-CV Chapter Board of Directors and 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. She can be reached at margaretwangler@gmail.com.

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19

SPOOKTOBERFEST

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Quorum December, 2021

FRIDAY, OCTOBER 29, 2021

THANK YOU TO OUR SPONSORS Stein Sponsor Fiore Racobs & Powers, A PLC

Decorations Sponsor Ivan’s Painting & Maintenance

Cornhole Sponsors AMS Paving Flood Response NLB Consulting SCT Reserve Consultants

Beer Pong Table Sponsors Pacific Western Bank Roof Asset Management Sherwin-Williams Paint Company Signarama

Photo Sponsor Pro Landscaping

Wristband Sponsors EmpireWorks Prendiville Insurance Agency

Prize Sponsor Pacific Western Bank

Polka Entertainment Sponsor Pacific Western Bank

Game Cup Sponsor Sherwin-Williams

Lowenbrau Sponsor Diversified Asphalt Products

Bratwurst Sponsors Dunn-Edwards Vantage Point Construction

Pretzel Sponsor Community Legal Advisors

Dessert Sponsors Pacific Western Bank Union Bank

Scholarship Sponsor RealManage

CLAC Sponsor Seacoast Commerce Bank

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21

FEATURE

A Newly Elected Board Member’s Journey to Education and Training

By Brigadier General (Retired) Guido Portante

A

s a newly elected member to the Mira Vista Homeowners Association Board (my first time on an HOA board), I was unaware of the duties, responsibilities, and judiciary implications of the position. Most newly elected board members have no idea, training, or experience to be a board member. Yet, they sit making critical decisions for their community regarding management issues. Some boards, and some board members, leave it to the management companies to do the board’s required work. Once elected, board members should not pass their responsibilities on to someone else.

Professional managers are here to help guide and provide advice to boards, not to replace them.

Generally speaking, in California, there are no requirements for those who seek voluntary board positions in an HOA. No minimum level of knowledge and training is expected.

Thus, new board members often take on board responsibilities without the experience or expertise needed to be effective.

Thank goodness for CAI. Having been duly elected and accepting the inherent responsibilities of representing my fellow homeowners, it seemed to me that I couldn’t be effective in the performance of my board duties without taking advantage of all the information and training via seminars and classes being provided

by CAI. Accepting a role on a board brings with it an obligation to get trained, and to understand the implication of that role.

How can one expect to be an effective member of the board without the basics and understanding of board leadership?

Once I understood my own limitations, I set out to learn all I could about being a responsible and effective board member.

I began by asking those who had experience on boards what they knew and how they did their job. What should I be learning, and what training should I focus on? One suggestion was to study to get a CAI Board Leader Certificate. I took this suggestion to heart and enrolled in CAI’s online course called Board Leadership Development Workshop, now known as “The Board Leader Certificate Course.” This course is available

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Quorum December, 2021

online and includes approximately five hours of training on all aspects of director responsibilities. The course consists of five modules: Module 1: Governing Documents and Roles & Responsibilities (70 minutes) Module 2: Communications, Meetings and Volunteerism (50 minutes) Module 3: Fundamentals of Financial Management (60 minutes) Module 4: Professional Advisors and Service Providers (30 minutes) Module 5: Association Rules and Conflict Resolution (40 minutes) In addition, within the course, acknowledgement that you read and understand three key documents is required: • Model Code of Ethics for Community Association Board Members • Community Association Governance Guideline • Rights and Responsibilities for Better Communities I also attended CAI-CV’s monthly Board Member Workshops (BMWs), the Chapter’s monthly Educational Programs and Mini Trade Shows, and workshops put on by the Desert Cities HOA Council (affiliated with CAI-CV). I was hooked. These educational opportunities, along with guidance from other community board members I met at these meetings, helped me to feel more confident about being an effective board member. I learned many aspects of being a responsible board member including proper budgeting and understanding of reserves and reserve studies, the impact of legislation on HOAs, the importance of communicating with residents, and much more.

I later took advantage of an opportunity to become a

WATER WISE member of CAI-CV’s Homeowner Leader Committee. That brought a whole new learning experience. I began to develop relationships with other board members, and my learning continued. It has been interesting and rewarding to sit on the Committee and help the Chapter work to elevate the HOA industry.

"These workshops cover many aspects of being a responsible board member including budgeting, California law, reserve studies, communications, board meetings and more."

Through CAI, I have also learned about many other avenues for learning and training that are available to board members. Local management companies and business partners offer training and have education and best practice materials available on their websites. Today, most CAI education is conveniently offered via Zoom and you can find information quickly on nearly any HOA subject on CAI's website.

All of that said, to know what is expected of a board member gives me great pride and confidence. The ability to be involved making decisions for our community, using CAI best practices, gives me the assurance that my efforts are contributing in a positive way. Being willing to seek an education on the roles, requirements, and responsibilities of a being on a board, is the first step to effective board leadership and doing the job you were elected to do.

I feel that my fellow board members, knowing the efforts I’ve made, have additional confidence in me to be an effective board member. Sometimes, the journey leads to new responsibilities. I am currently Treasurer of our association, and Chair of our Security Committee, and our Emergency Planning Committee.

From my perspective, getting involved and seeking knowledge and training adds to the learning process.

Having earned CAI’s Board Member Certificate, and after attending numerous educational programs, I know that board leadership is a journey, and my education and training will continue. I hope other board members will join us on the journey. If you are interested in attending CAI-CV programs or joining the CAI-CV Homeowner Leader Committee, call the CAI-CV office at (760) 341-0559.

BG (Ret) Guido Portante is a Board Member at Mira Vista at Mission Hills Homeowners Association. Guido is a member of the CAI-CV Homeowner Leader Committee and will serve as Co-Chair of the Committee in 2022.

He can be reached by email to gportante@aol.com.

HOA Water Counts

ACADEMY

LEARN ABOUT HISTORY, USE, AND MANAGEMENT OF WATER Would you like to know more about our local water resources?

Current and emerging community leaders can sign up now for a free course designed by CV Water Counts, a consortium of the Coachella Valley’s water agencies.

The sixth Water Counts Academy program will begin in February 2022 in a virtual setting and include up to five classes and a tour.

This comprehensive course covers the different services and uses of water in the Coachella Valley. The sessions will discuss a variety of topics and, although subject to change, may include: • Course Overview • The History of Water

• Conservation in the Coachella Valley – A Way of Life

• Groundwater, Streams • Agriculture and Imported Water • Golf • Colorado River and Recycled Water

• Cannabis

• Water Quality and Regulations

• Building & Development and Water Efficiency

• The Drought

• Sustainability and Groundwater.

The 2022 Water Counts Academy will be held from Noon to 1:30 pm on Thursdays, Feb. 3, 10, 17, 24, and March 3 (virtual tour). Participants will tune in virtually via Zoom.

The application deadline is Friday, Jan. 21.

Apply online here.

Successful applicants will be notified the week of January 24.

FOR MORE INFORMATION: CVWATERCOUNTS.COM

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23

CLAC

Do Boards Have a Fiduciary Duty to Protect Their HOAs from Onerous Legislation?

By Holly Smith, PCAM

T

he answer is probably no. But, as stewards of their communities, HOA board members are responsible for following the laws set forth by Congress and the California Legislature, including statutes in the Davis-Stirling Act and the California Corporations Code. Navigating existing laws can be overwhelming, and new laws are added each year. With CAI’s help, and often through Quorum, board members learn about potential laws that, if enacted, would negatively impact their community.

Speaking out about onerous legislation and helping to educate legislators to protect HOA interests, is an important opportunity for HOA boards that could be part of their “duty of care” for a community. HOA boards are automatically made members of CAI's California Legislative Action Committe (CLAC) when they join CAI. Many boards support CLAC through the Buck-A-Door campaign, where one dollar per household is donated to CLAC annually.

LAC helps HOA boards respond to legislation. CLAC tracks legislative proposals, studies and reports on the potential impact of legislation, provides reliable education to legislators, and helps CAI members represent the interests of HOAs with legislators.

CLAC is a valuable resource for HOA boards. CAI members are automatically part of CLAC and can take advantage of CLAC resources.

CLAC is made up of representatives from all eight California chapters. Each chapter provides two delegates, who have voting rights. CAI-CV’s delegates are 2022 President, Clint Atherton, PCAM, General Manager of Sun City Palm Desert, and Mike Traidman, Board President of Mira Vista at Mission Hills HOA. Each chapter also provides a liaison, responsible for communications between CLAC and the chapter. CAI-CV’s

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Quorum December, 2021

CLAC liaison is Loni Peterson, PCAM, from Keystone Pacific.

CLAC employs Louie Brown, Jr., Esq., from the law firm Kahn, Soares & Conway, LLP, as a fulltime lobbyist in Sacramento.

To pay for CLAC, each chapter is responsible for a portion of the annual budget. This year, CAI-CV is responsible for raising $17,000. HOA boards help with their donations to the Buck-A-Door campaign, and the Chapter raises the rest through fundraising activities like the annual “Corks for CLAC Wine Tasting” event.

Aside from the Buck-A-Door program, HOA boards can support CLAC’s many grassroots efforts.

As a CAI member, HOA board members will receive periodic emails from CLAC asking them to write to their legislator about legislation that is being considered in Sacramento. Board involvement in CLAC's grassroots lobbying activities is critically important and has a huge impact on the new laws that are enacted.

It is important for HOA boards to be involved in the legislative process and participate in CLAC through direct funding (Buck-A-Door) and through grassroots campaigns. CLAC is watching out for your HOA. Get involved with CLAC and let your residents know that you are keeping an eye on Sacramento for their benefit. To find out about more about CLAC, go to www.caiclac.com.

Holly Smith, CMCA, AMS, PCAM, has over 20 years of association management experience in 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.

EVENTS

Tournament Dates: Thank you to the generous sponsors of the CAI-CV Virtual Bowling Tournament who donated their sponsorships when the event was cancelled due to COVID. Just prior to the October 1st event, COVID numbers started to rise. Two days prior to the event, Cathedral City announced that proof of vaccinations, social distancing and masks would be required for all indoor events. After polling management companies, the Bowling Committee decided to take the event virtual. Sponsors who donated their sponsorships were offered one strike for every $100 donated, and ads in Quorum as a thank you for their support of the Chapter.

Friday, October 1st through Friday, October 8th

Please support these generous business partners and management companies!

OCTOBER VIRTUAL BOWLING STRIKES SPONSORS

15 Strikes

5 Strikes

5 Strikes

Roof Asset Management

Fiore Racobs & Powers, A PLC

SCT Reserve Consultants

10 Strikes Cartwright Termite & Pest Control Inc.

5 Strikes

5 Strikes Frazier Pest Control

5 Strikes

10 Strikes

5 Strikes

Vantage Point Construction

Ivan’s Painting

6 Strikes

5 Strikes

Poppin Promotional Products

Prendiville Insurance Agency

5 Strikes

Sun King Electric

The Management Trust

4 Strikes EmpireWorks

3 Strikes M.C. Builder

Epsten, APC CAI-CV.org

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25

Programs Committee

JOIN A CAI-CV COMMITTEE CAI-CV HAS 15 STANDING COMMITTEES, WITH MORE THAN 150 VOLUNTEERS. CAI-CV COMMITTEES HAVE BEEN RECOGNIZED WITH 26 CAI NATIONAL AWARDS IN THE PAST SEVEN YEARS. ABOUT CAI-CV COMMITTEES All CAI-CV members in good standing are eligible to serve on Chapter committees.

Committees strive to have representatives from all three membership categories.

CAI-CV members may serve on more than one committee. There is no cost to serving on a CAI-CV committee other than your time.

Volunteering for a committee will typically occupy three to five hours per month.

Most committees meet monthly, however event committees may meet more frequently in the months leading up to the event. Committee members may attend meetings either in-person at the CAI-CV office or virtually via Zoom.

Each committee is structured with a leadership team that includes a CAI-CV Director as the Liaison to the Chapter Board, a Committee Chair, and a Committee Co-Chair.

Committee leaders are part of the Chapter’s succession plan. Typically, Chairs and Co-Chairs have served on a committee for a year or more and have shown leadership capabilities. Directors on the CAI-CV Board must have served for at least one year as a Chair, Co-Chair, or CLAC Delegate.

Resources for committee members are located on the CAI-CV website (www.cai-cv.org) under Resources, and then under the Committee Tools & Resources tab.

CAI-CV STANDING COMMITTEES

CAI-CV Committees fall within four major categories. Administrative committees have ongoing responsibilities that keep the Chapter running smoothly. Education committees focus on providing top-tier education and continuing education units (CEUs) for members. Membership support committees focus on specific needs of each of the three major membership groups: business partners, homeowner leaders, and community association managers. Networking and fundraising committees plan networking events to raise support for CAI-CV’s educational programs.

ADMINISTRATIVE COMMITTEES Communications & Public Relations Committee • Internal Communications for CAI Events & Programs • Social Media • External Communications & Media Relations

Legislative Support Committee • Choose & Support CLAC Delegates • Keep Members Apprised of HOA Legislation • Grassroots Lobbying • District Meetings with Legislators

Membership Committee • Member Retention • Membership Growth & Incentive Programs 26

Quorum December, 2021

Quorum Magazine Committee • Publication of CAI-CV’s AwardWinning Monthly Magazine • Advertising in Quorum

Volunteer Committee • Provide Volunteers for CAI-CV Events and Programs

EDUCATION COMMITTEES Education Committee • Monthly Manager on the Run (MOTR) Program for Managers and Assistant Managers • Monthly Board Member Workshops (BMW) for Association Board Members • Quarterly Board Basic Training for New Board Members • Bi-Annual Common Interest Development (CID) Law Course

• Monthly Educational Programs for All Members

MEMBER SUPPORT COMMITTEES Business Partner Committee • Onboarding New Business Partner Members • Monthly Mini Trade Shows • Outreach to Potential Business Partners • Develop Marketing & Networking Opportunities

Homeowner Leader Committee • Onboarding for New Homeowner Leader Members • Outreach to Potential Homeowner Leaders • Homeowner Leader Education & Publications • CAI-CV Medallion Community Program • CAI Homeowner Leader Certificate Program • Desert Cities HOA Council

Professional Managers Committee • Onboarding for New Manager Members • Outreach to Potential Manager Members • Career Development & Statewide Job Board • CAI-CV Carol A. Fulton Scholarship Fund • Higher Education for Managers • CAI National Courses & CAI Professional Designations

NETWORKING & FUNDRASING COMMITTEES Awards Committee • Annual Awards & Recognition Event

Bowling Committee • Annual Bowling Tournament(s)

Corks for CLAC Wine Tasting Committee • Annual Wine Tasting Event to Support the California Legislative Action Committee

Golf Committee • Annual Golf Tournaments

Oktoberfest Committee • Annual Oktoberfest Celebration

CAI-CV COMMITTEE VOLUNTEER FORM First Name:

MAXIMIZE

YOUR INFLUENCE

JOIN A CAI COMMITTEE

I WANT TO VOLUNTEER FOR THE FOLLOWING CAI-CV COMMITTEES

Last Name:

Awards Committee

CAI DESIGNATIONS

Bowling Committee

(check all that apply):

Business Partner Committee

MANAGERS

Corks for CLAC Wine Tasting Committee

Communications & Public Relations Committee

Certified Manager of Community Associations (CMCA)

Education Committee

Association Management Specialist (AMS)

Golf Committee

Professional Community Association Manager (PCAM)

Homeowner Leader Committee

Large Scale Manager (LSM)

Legislative Support Committee Membership Committee

BUSINESS PARTNERS

Oktoberfest Committee

CAI College of Community Association Lawyers (CCAL)

Professional Managers Committee

CAI Reserve Specialist (RS)

Programs Committee

CAI Certified Insurance and Risk Management Specialist (CIRMS)

Quorum Magazine Committee Volunteer Committee

CAI Educated Business Partner (EBP)

ASSOCIATION BOARD MEMBERS: CAI Board Certificate Recipient (BCR)

Employer/Company/Association Name:

Mailing Address:

City: State: Zip: Work Phone: Cell Phone: E-Mail Address: I understand the 3-5-hour per month time commitment required to serve on a CAI-CV committee and I understand that if I miss 3 or more meetings, I may be removed from the committee.

Signature

Date

Please submit forms to ADMIN@CAI-CV.ORG or fax them to the CAI-CV office at (760) 341 8443. Please call the CAI-CV office if you have questions, (760) 341-0559.

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27

CAI-CV 2022 Leadership BOARD OF DIRECTORS Executive Committee Directors President: Clint Atherton, PCAM, Sun City Palm Desert President-Elect: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Past-President: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency Treasurer: Steven Shuey, PCAM, Personalized Property Management Secretary: Erin Klink, Pacific Western Bank

Directors:

Chair: Dan Farrar, AMS, FirstService Residential Co-Chair: Cameron Bridges, CMCA, J&W Management Co-Chair: Julie Mogolis, CMCA, AMS, Associa DRM Board Liaison: Mike Traidman, Mira Vista at Mission Hills HOA

Homeowner Leader Committee Chair: Bruce Latta, CMCA, Parc La Quinta HOA Co-Chair: Brigadier General (RET) Guido Portante Board Liaison: Mike Traidman, Mira Vista at Mission Hills HOA

Dan Farrar, AMS, FirstService Residential Jennifer James, Esq., HOA Legal Services Lily Ortega, CMCA, Pro Landscape Loni Peterson, PCAM, Keystone Pacific Louise Stettler, Palm Desert Greens Country Club HOA Mike Traidman, Mira Vista at Mission Hills HOA

Membership Committee

Awards & Monte Carlo Night

Chair: Bridget Nigh, Dunn-Edwards Corporation Co-Chair: Meaghan Gaffney-Howe, CMCA, AMS, The Gaffney Group, Inc. Co-Chair: Carlos Contreras, Sunshine Landscapes Board Liaison: Erin Klink, Pacific Western Bank

Chair: Kristin Berryhill-Hood, Associa Desert Resort Management Co-Chair: Michelle Lopez, CMCA, AMS, Powerstone Property Management Board Liaison: Clint Atherton, PCAM, Sun City Palm Desert

Bowling Committee Chair: Julie Frazier, Frazier Pest Control Co-Chair: Rob Winkle, Roof Asset Management Board Liaison: Lily Ortega, CMCA, Pro Landscape

Business Partner Committee Chair: Jolen Zeroski, CMCA, CIT Co-Chair: Randy Mitchell, Conserve LandCare Board Liaison: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency

Legislative Support Committee Chair: Mike Traidman, Mira Vista at Mission Hills HOA Co-Chair: Rhonda Drews, RealManage Board Liaison: Loni Peterson, PCAM, Keystone Pacific

CA CLAC Representation Delegate: Clint Atherton, PCAM, Sun City Palm Desert Delegate: Mike Traidman, Mira Vista at Mission Hills HOA CLAC Liaison: Loni Peterson, PCAM, Keystone Pacific

Communications & PR Committee Chair: Holly Smith, PCAM, Associa DRM Co-Chair: Matt Rittenhouse, CMCA, AMS, Albert Management, Inc. Board Liaison: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC

Education Committee Chair: Rhonda Drews, RealManage Co-Chair: Damian Jenkins, The Management Trust Board Liaison: Steven Shuey, PCAM, Personalized Property Management

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Golf Committee

Quorum December, 2021

Chair: Mark Dodge, CMCA, AMS, Associa DRM Co-Chair: Steve Roseman, Esq., Roseman Law Board Liaison: Loni Peterson, PCAM, Keystone Pacific

Oktoberfest Committee

Past Presidents Committee Chair/Board Liaison: Matt Lawton, CIRMS, CIC, Prendiville Insurance Agency Co-Chair: Mike Traidman, Mira Vista at Mission Hills HOA Board Liaison: Clint Atherton, PCAM, Sun City Palm Desert

Professional Managers Committee Chair: Rhonda Drews, PCAM, RealManage Co-Chair: Steven Shuey, PCAM Board Liaison: Clint Atherton, PCAM, Sun City Palm Desert

Programs Committee Chair: Tiffany Christian, Epsten, Inc. Co-Chair: Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Board Liaison: Louise Stettler, Palm Desert Greens Country Club HOA

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Quorum Committee Chair: Jennifer James, Esq., HOA Legal Services Co-Chair: Rodney Bissell, Bissell Design Studios Co-Chair: Marilyn Ramos, Guralnick & Gilliland Board Liaison: Steven Shuey, PCAM, Personalized Property Management

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Volunteer Committee Chair: Lily Ortega, CMCA, Pro Landscaping, Inc. Co-Chair: Jayme Fakehany, CMCA, AMS, Associa DRM Board Liaison: Jennifer James, Esq., HOA Legal Services

Wine Tasting Committee Chair: Jennifer Zeivel, PCAM, Associa DRM Co-Chair: Jolen Zeroski, CMCA, CIT Board Liaison: Louise Stettler, Palm Desert Greens Country Club HOA

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A MANAGER'S PERSPECTIVE

Serving as a Volunteer Leader

By Steven Shuey, PCAM

S

erving in a volunteer leadership company’s ideals and not speak against Are all the organizations with whom position is critically important to the company. I was not forced to pledge I have chosen to have an allegiance the success of HOAs, and nonprofits like my allegiance, it was merely expected perfect in their ways? No, not always.

CAI-CV. Volunteers are the lifeblood of me.

Because of my pledge of allegiance, I will of more than 55,000 associations in In a homeowners association if you work to help improve them. I will do this California. Most volunteers realize that are elected or appointed to the board in a supportive and positive way. When I as a fiduciary for an organization, they of directors, you have a fiduciary duty, recognize that I no longer wish to pledge have an obligation to support the goals that is a duty of loyalty and a duty of my allegiance, I will leave. I recognize of the organization, and to support the care. When you join the board you are it is inappropriate to fight against an decisions of the board of directors, even effectively pledging your allegiance to organization to which I belong. This if they personally disagree. the community. applies to the country in which I live When I was a young man, I pledged my In reality, we all pledge our allegiance as much as it does a voluntary (social) allegiance to the flag of the United States to one thing or another on a regular organization to which I belong. It applies of America. I don’t remember being basis. When we choose to change that to the community in which I live. “forced” to do this, but I also remember allegiance, that is to say, we no longer With the same understanding, I would recognizing that I was pledging my alle- wish to pledge our allegiance, we should not join an organization with the intent giance to the country where I of changing its principles or live. I have always known that ideals. It would need to have "I recognize it is inappropriate I am free to move to another ideals and principles to which country if I want to pursue a I agree before I choose to join. to fight against an organization different type of government.

If I become uncomfortto which I belong. This applies Today, when I join an orgaable with the neighborhood to the country in which I live as nization, it is expected that I in which I live, I can choose will support the organization much as it does a voluntary (social) to help make changes to I joined. Some organizations improve it, or I can choose to organization to which I belong." even ask that I pledge my move to another neighborallegiance to their ideologies. hood. If I choose to move to For example, if I want to be a “member” remove ourselves from that situation. another neighborhood I should agree of the church I attend, I’m expected to go We can choose to resign from a voluntary to their principles and ideals before along with and follow their guidelines organization at any time, we can choose moving there. I should plan to modify for living… that is, I’m asked to stand in to change employment (employer) at any my lifestyle to be in agreement with my allegiance to the church ideology. time, we can choose to sell our home new neighborhood. I would not move Another example is my membership and move to another community where there with the intent to change its lifein the leadership of the Community we are comfortable pledging our alle- style to match mine.

Associations Institute. As a faculty giance, and, of course, we can choose to Steven serves on the CAI-CV member I pledge my allegiance to leave the country if we no longer wish to Board as Secretary, and the teach the courses in accordance with pledge our allegiance to the one where CAI National faculty and is a the guidelines established. As a dele- we live. past board member of CAI’s gate to the California Legislative Action When we consider the alternatives, APCM. He is a community association Committee, I was asked to pledge my staying and maintaining our allegiance, consultant with Personalized Property allegiance to the group’s ideals. I was or leaving because we no longer have Management. In January 2017 he was never forced to be a part of this. I volun- said allegiance, the choice becomes awarded the Lifetime Achievement teered and could have quit at any time. clear. Having an allegiance to one thing Award from CAI-CV. Steven may be In my employment, I was expected or another is a choice. In my case, I have contacted at IslandMgr@aol.com. to give my allegiance to my employer chosen to maintain all of my allegiances You can follow him on Twitter and that meant supporting the and enjoy them and support them. (www.twitter.com/@IslandMgr) CAI-CV.org

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@CAI-CV

29

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 Albert Management, Inc. Alliance Association Bank 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

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Quorum December, 2021

GrandManor Green Bryant & French, LLP Harvest Landscape 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.

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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

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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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31

FINANCE

Reading Financial Statements The Balance Sheet Part 4 - Accounts Payable and Accrued Expenses

By Jeremy Newman, CPA

In our last article we introduced you to receivables, the third in our Reading Financial Statements series©. To access the previous articles in the series, go to www.cai-cv.org, Resources, Quorum. The first article is in the September issue, page 43.

The second is in the October issue, page 15. The third is in the November issue, page 24.

Accounts Payable and Accrued Expenses A payable is something the association owes to another entity or person. It is a liability of the association.

WHAT CAUSES A PAYABLE TO OCCUR? Generally, accounts payables are recorded when an association has received goods or services, and the related vendor invoice, but has not yet paid the invoice.

WHAT IS YOUR ACCOUNTING BASIS? In other articles and blogs, we have referred to the basis of accounting. This is very important for readers of financials to understand. To recap: • Cash basis: Revenues recorded when cash is received, expenses recorded when paid.

• Accrual basis: Revenue recorded when earned/ billed, expenses recorded when incurred.

By definition, when using the cash basis of accounting, an association will not record a vendor expense until an invoice is paid. What happens if a contract landscape invoice is submitted to the association for payment, but the invoice is not paid until the next month? The association will not record landscape expense in the current month under the cash basis of accounting. If an association uses the accrual basis of 32

Quorum December, 2021

accounting, the landscape vendor invoice will be recorded as a payable, with a corresponding charge to landscape expense in the current month. The expense is recorded together with the liability to pay for the expense.

ARE ACCRUED EXPENSES DIFFERENT FROM ACCOUNTS PAYABLE? Yes, technically accrued expenses are different, however the financial statement presentation is similar. Typical accruals are recorded for expenses like utilities. Perhaps the utility company bills the association every two months. At the end of month one, even though an invoice had not been received, the association should accrue one month of utility expense so that the financial statements present a reasonable estimate of the expense for the current month. If the association waited until it received the invoice for two months, it would be recording two months of expense in one month and zero expense in one month under the cash basis.

FULL ACCOUNTING AND KNOWLEDGE We believe the full accrual basis of accounting provides associations and readers of financial statements with a more complete and accurate representation.

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

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EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

NOVEMBER 19, 2021

Resolving HOA Disputes Without Litigation

34

Quorum December, 2021

FRIDAY, NOVEMBER 19, 2021

GUEST SPEAKERS CLINT ATHERTON, PCAM GENERAL MANAGER, SUN CITY PALM DESERT COMMUNITY ASSOCIATION

CHRISTINA BAINEDEJARDIN, ESQ., PARTNER, DELPHI LAW GROUP, LLP

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35

MEET THE BOARD Lily Ortega, CMCA

By Jay Jarvis, CMCA, CCAM Now that CAI-CV has elected new board members, it is time for another round of “Meet the Board” articles in Quorum. Our first profile is of newly elected Director Lily Ortega, CMCA, who will begin serving on the CAI-CV Board on January 1st.

Lily graduated from Cathedral City High School in 2009 and from Lily Ortega, CMCA UC Berkeley in 2013 with a B.A. in Social Work and a minor in Business. She is currently serving as the office manager at Pro Landscaping, Inc., a family-owned landscaping business that serves homeowners and HOAs throughout the Coachella Valley. Lily started working with the company as a senior in high school and continued during college breaks.

Lily grew up in a close-knit family. She is the second of four children and enjoys spending time with her two sisters and

younger brother. Her hobbies include reading and traveling.

She is also currently exploring cooking.

Lily joined CAI-CV to have the opportunity to network with managers, homeowners, and other business partners.

She started volunteering with the Programs Committee and then got elected as Chair of the Volunteer Committee; she is currently in her second year as Chair. According to Lily, “CAI-CV provides a lot of educational opportunities for vendors, homeowners, and managers that help all of us elevate the HOA industry. I’m fortunate to be a part of the good work that the Chapter does.” One of Lily’s primary goals as a CAI-CV Director is to help expand educational opportunities to more HOAs and businesses. She plans to help the Chapter focus on increasing membership and member engagement. She also wants to help continue to position CAI-CV as a leading chapter in California and the nation.

Lily tells us that she would describe her management style as being goal oriented. She is passionate about learning new things and encouraging others to keep learning. Earlier this year, Lily obtained a CMCA certification to help her understand HOAs from a manager’s and board member’s perspective. She said, “After months of studying, I successfully took the CMCA exam in June. I learned so much that is helpful with my client relationships.” She notes that not a lot of business partners have CMCA E X P E R I E N C E • I N T E G R I T Y • V I S I O N certifications, and that she is proud A FULL SERVICE LAW FIRM IN THE FIELD OF to have achieved a CAI professional COMMUNITY ASSOCIATION LAW designation.

• Corporate Counsel When you meet Lily, you know • Assessment Collection & Recovery right away that she is smart, capable, • Governing Document Interpretation & Enforcement and not easily rattled. We are for• Document Restatement & Amendment tunate to have her representing us • Civil Litigation on the CAI-CV Board of Directors.

• Architectural Compliance Thank you, Lily, for your service to • Dispute Resolution the Chapter.

• New Development Services • FHA Certification • Board Education

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36

Quorum December, 2021

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.

SECURITY

Don't Be a Victim of an Opportunist

By Kimberly Burnett

T

he holiday season is rapidly approaching. With the holidays comes an uptick in opportunists taking advantage of people. The holidays can have people preoccupied with shopping, menu planning, and holiday events. People are thinking about the next task that needs to be completed instead of being aware of who is around them and what could happen.

BE AWARE OF YOUR PARKING LOT SURROUNDINGS. We are often multitasking these days, including walking while talking or texting on the phone. While the focus is on the call, we could miss suspicious people waiting to grab bags or purses. When exiting a vehicle in a parking lot or returning to your car, scan the parking lot/garage and make sure it is safe to proceed. If you have arrived in a parking lot where someone seems suspicious, either move to another location to enter your destination, look for security or wait to walk in with someone else. If walking to your car from a store or restaurant and someone looks suspicious, go back in and ask for someone to escort you to your car. During the holidays, it is not uncommon to hear of people being approached in parking lots. You might not notice the suspicious behavior that is happening or about to happen if you are on the phone.

DO NOT LEAVE ITEMS IN YOUR CAR. There has been an increase in car break-ins recently.

Leaving a purse, backpack, phone, wallet or packages creates the perfect circumstance for someone to help himself to your items. This can happen anywhere -- while you are visiting friends, shopping or even parked in your own driveway. Don’t be an easy target. If you leave your vehicle out in a driveway, make sure there are no items on the seat and the doors are locked day or night.

PAY ATTENTION WHILE SHOPPING. A video came out about a woman who was shopping at a clothing store when someone started chatting with her. While

"BE AWARE THAT OFTEN CRIMINALS WILL WORK IN PAIRS. ONE WILL DISTRACT WHILE THE OTHER STEALS." she was chatting with the woman, another person reached into her purse and grabbed her wallet. Be aware that criminals often work in pairs. One will distract while the other steals.

Make sure if carrying a purse, your wallet is on the bottom and the purse is zipped up. Do not leave purses in shopping carts in the grocery stores. Someone can help themselves to your wallet as you are grabbing something off a shelf.

SECURE PACKAGES AND PURSES WHEN DINING. Recently there was a story of three people dining outside at a restaurant with their packages and purses placed on top of their table. A car pulled up and two armed assailants approached the table and took the purses, packages and cell phones of everyone. The video showed that no one even saw them coming. Place purses out of sight along with packages.

TEXT OR MAKE A CALL FROM A SAFE PLACE. We are often in a hurry and multitasking by making calls as we do other things. To alleviate distraction and increase awareness of surroundings, finish a phone call before you get out of the car or walk to the parking lot. Then you are able to clearly see who and what is going on around you.

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

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37

CHAPTER NEWS

CAI-CV Membership Drive Sponsored by Prendiville Insurance Agency Start recruiting and win cash prizes from CAI-CV and CAI National! Once again, Prendiville Insurance Agency is the title sponsor of the CAI-CV Membership Drive. You can win a $1,000 GRAND PRIZE Travel Voucher to go anywhere you want or turn it in for cash. The $1,000 prize will go to the member who brings in the most recruits during the year.

The grand prize will be awarded at the Awards Ceremony on Friday, January 28, 2022.

Additionally, each month, the Chapter will hold a random drawing of all recruiters. The winner will receive a $50 Visa gift card, and they will receive a $25 gift card for their new member. Each month, recruiters will also be enrolled in CAI National’s membership drive where they will be eligible for an additional $100 or $200 prize based on the number of their recruits. They will also be eligible for CAI National’s coveted Recruiter of the Year Award.

This year, if we bring in 50 new members, CAI National will give the Chapter a $20,000 grant!

USE THESE LINKS TO ASSIST YOU WITH YOUR RECRUITING!

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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

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40TH ANNIVERSARY CELEBRATION WINE TASTING & AUCTION

W I N E TA S T I N G & A U C T I O N FRIDAY, NOVEMBER 12, 2021

40

Quorum December, 2021

FRIDAY, NOVEMBER 12, 2021

Corks for CLAC Title Sponsor Associa Desert Resort Management 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 Lighting Provided by Creative Lighting & Electric CAI-CV.org

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41

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42

Quorum December, 2021

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INSURANCE

Charitable Giving in the US Insurance Industry

By Riya Chhabra & Ido Segev

Corporate social responsibility in the insurance industry is becoming more professionalized and responsive to employees’ interests.

Insurance is a major component to HOA management and due to many recent disasters, premiums are on the rise. This article helps to recognize the good work that insurance companies and their employees do to enhance our communities.

M

cKinsey’s Insurance Practice partnered with the Insurance Industry Charitable Foundation to assess the state of charitable giving in the American insurance industry. A follow-up to the foundation’s previous work in 2011 and 2015, the goal of this research was to identify trends in charitable giving and to highlight opportunities for the industry to achieve greater impact through giving. In 2019, the survey was expanded to include responses from life insurance and wealth-management companies for the first time.

In the survey of 22 companies, including insurers and brokers that represented over $200 billion in premiums, six results stood out: • Industry support for collaborating to further a single cause has grown. Respondents’ support for industry collaboration on a single cause increased significantly (33 percent expressed support in 2019 compared to 17 percent in 2015).

Those who didn’t explicitly support the industry working on a single cause expressed openness to collaboration for “causes that are business related.”

• The level of giving has remained consistent, with a focus on education, health and social services, and community. One key factor behind this finding is industry consolidation, which has lowered the number of companies engaged in corporate giving.

Insurers are also orienting philanthropy more around

volunteerism. As a result, industry-wide giving has held steady between $560 million and $600 million in cash, grants, and other donations since 2015.

• Companies more evenly value a balance of business needs, stakeholder interests, and community needs for their charitable programs. This year, 22 percent of respondents named each of these three factors as their top consideration. This alignment of business, stakeholder, and community needs facilitates a strategic approach to charitable giving. Specifically, insurers can merge their giving with their core business offerings, as when a P&C provider works on disaster relief. What’s more, respondents seem to plan their giving: 95 percent of respondents set their contribution budget periodically (often annually), and 87 percent give to preselected causes and charities.

• Measurement of the impact of charitable giving has increased. The share of respondents that use key performance indicators to evaluate the benefits of their philanthropic activities has increased from 26 percent in 2014 to 41 percent in 2019. More respondents are also interested in engaging third parties to measure the impact of their philanthropy.

• Millennials’ preferences have begun to influence charitable giving. Millennials prefer to work for companies that are involved in charitable causes, CAI-CV.org

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INSURANCE indicating a greater desire to make a social impact through their work compared with previous generations1. In addition, their tendency to share these values on social media, including by documenting volunteer work, may be factor in their preference for volunteering (over monetary giving).

• The CEO’s role in charitable giving is becoming less hands-on. Instead, the CEO is now focused on setting direction for giving programs and communicating efforts with internal stakeholders.

Meanwhile, the leaders of charitable giving, such as chief giving officers and corporate foundation heads, are now the primary setters of strategy.

Key findings Although charitable giving within insurance has remained steady since 2015, a greater share of respondents says that the industry’s charitable giving now meets the public’s expectations. Cash donations or grants continue to make up a bulk of giving, representing 65 percent of total funding. Among respondents who participated in both 2015 and 2019 surveys, company-organized employee volunteering increased from 0 percent in 2015 to 17 percent in 2019.

Health and social services, community, and education have continued to be the top causes for giving. Within these top three areas, contribution to community causes has increased (from 11 percent to 22 percent), while contribution to education has decreased (from 34 percent to 22 percent), and health or social services contribution has remained consistent.

Geographically, about 30 percent of respondents prioritize giving to communities where employees live and work and

where significant business is already done. While the top three factors in determining focus of corporate giving have not changed since 2011, respondents’ focus on alignment toward business needs is up from 14 percent to 22 percent.

Goals for giving have also shifted from improving customer relations to building employee and leadership capabilities and skills—likely a reflection of millennial employees’ values.

Following millennial employees’ lead Insurers are responding to social trends that center on personal passion and volunteerism, ideas championed by many millennials. Indeed, respondents have noted millennial preferences, such as a desire to work for companies that are involved in charitable causes, to support for philanthropic causes that relate to personal interests, and to volunteer instead of making monetary contributions.

Another sign of millennials employees’ influence could be the shift from improving customer relations toward goals related to building employee and leadership capabilities.

Aside from making a social impact, 41 percent of respondents cited enhancing their corporate reputation or brand as the most important outcome of philanthropy.

Decision making and measurement The number of companies that measure the benefits of their philanthropic activities has steadily increased. In 2019, 41 percent of respondents stated that they use metrics or key performance indicators to assess the impact of charitable giving, compared with 26 percent of respondents who said so in the 2015 survey.

The share of companies that track the impact of their givinghas increased.

How companies track and measure the business benefits of their philanthropic activities, 1%

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INSURANCE A growing share of insurers also mentioned commissioning external assessments to track the outcome of their giving efforts (9 percent of respondents in 2019, compared with none in 2011). At the same time, the share of insurers that do not track or measure social impact decreased from 43 percent in 2015 to 16 percent in 2019. This increased monitoring is likely driven by a growing awareness of the importance of transparency over charitable outcomes—73 percent of respondents think it’s important to communicate charitable giving efforts to the public.

A notable trend is the decrease in CEO’s involvement in giving since 2011. Specifically, the CEO is no longer heavily involved in making specific funding decisions and instead focuses on setting the overall direction of charitable efforts.

In 2019, 68 percent of respondents said that CEOs set the overall direction and 18 percent said that they make specific funding decisions. These figures are a near-reversal from 2015, when 48 percent of respondents stated that their CEOs set the overall direction and 61 percent said the CEO made specific funding decisions. This shift in the CEO’s role away from direct involvement and toward one of overall guidance points to the evolving skills in insurers’ CSR leadership. Indeed, CSR and corporate foundation teams have assumed a more strategic orientation, with increasingly skilled staff and leaders at the helm.

Opportunities to achieve greater impact For organizations looking to amplify either the impact of their philanthropic efforts or the range of causes, our findings point to a few key opportunities: • Plan for greater employee engagement, with a special focus on millennials, to further employee-focused giving strategies.

• Measure the impact of philanthropy to identify and build on charitable successes and refine metrics and giving standards.

• Rethink roles across the giving organization as CSR leadership and employee-driven engagement become increasingly common and CEOs continue to set broad direction.

• Consider the value and benefits of a united, collaborative industry approach to CSR. • Align CSR with business objectives to create greater value for all stakeholders to support common causes.

Although total industry charitable giving has been consistent, the care and consideration devoted to CSR—which insurers increasingly treat as an important function—has increased. Indeed, charitable-giving leaders seem to hold 1. This finding has been replicated many times; for more, see Resources Blog, “Want to Engage Millennial Employees? Prioritize Giving Back.,” blog entry by Kim Peters, November 20, 2019, greatplacetowork.com.

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increasing decision-making power, which allows insurers to be more responsive to stakeholder needs such as volunteer opportunities for employees and industry collaboration on philanthropic initiatives. Expanding efforts to track and measure the effects of philanthropy will help CSR leaders more easily identify areas of focus and highlight successes. These successes—backed by data and institutional resources— could light the way for the next change-making initiative that benefits the industry, employees, and (most importantly) communities.

Riya Chhabra works for McKinsey & Company and serves organizations in North America and Europe on marketing and distribution transformations, as well as organization and capability building.

Ido Segev works for McKinsey & Company and helps clients understand their Digital Quotient and implement digital programs to improve financial performance.

Article submitted by Mike Rey, President of Rey Insurance Services, a FARMERS® Insurance Agency. Mike can be reached at (949) 487-9661 or by email at Mike@mreyins.com.

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HOA LAW

YOU MAY HAVE ALREADY HEARD THE NEWS, ORGANICS RECYCLING IS COMING AND IT WILL BE REQUIRED BY THE STATE.

I

n September 2016, Governor Edmund Brown Jr. set methane emissions reduction targets for California (SB 1383 Lara, Chapter 395, Statutes of 2016) in a statewide effort to reduce emissions of short-lived climate pollutants (SLCP). The statewide targets must reduce organic waste disposal 75% by 2025 and rescue food for people to eat at least 20% of the currently disposed surplus food by 2025.

Methane emissions resulting from the decomposition of organic waste in landfills are a significant source of greenhouse gas (GHG) emissions contributing to global climate change. Organic materials--including waste that can be readily prevented, recycled, or composted--account for a significant portion of California's overall waste stream. Food waste alone accounts for approximately 17-18 percent of total landfill disposal. Increasing food waste prevention, encouraging edible food rescue, and expanding the composting and in-vessel digestion of organic waste throughout the state will help reduce methane emissions from organic waste disposed of in California's landfills.

This law expands upon the goals of AB341 and AB1826. To learn more visit:

However, SB1383 is unique in that it affects residents in addition to businesses. It also requires some businesses to donate excess edible food to feed people in addition to composting organic materials. Unlike previous laws, there are significant penalties for non-compliance.

Ready for the good news? Jurisdictions are working around the clock to build the best recycling programs in preparation for organics recycling implementation in 2022. Burrtec is working closely with each jurisdiction to build a unique program for each city. Stay tuned for specific actions your HOA communities will be required to implement. Rest assured that you are already taking steps by informing yourself of the law. The next step is to work with Burrtec for education and outreach, such as community information meetings, board presentations and updates in your newsletters and bulletins!

Want to learn more about SB1383? Of course you do! Please visit CalRecycle’s website at www.calrecycle.ca.gov/Organics/ SLCP or call Burrtec to book your free HOA waste assessment with one of our District Environmental Coordinators at (760) 340-2113.

www.calrecycle.ca.gov/Recycle/Commercial and www.calrecycle.ca.gov/Recycle/Commercial/Organics

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(760) 340-2113

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“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.

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2022 CALENDAR KEY: HOLIDAYS = RED CEU = GREEN COMMITTEE MEETINGS = BLUE

COMMITTEE TIMES

Awards Committee ...............................................12:00 PM Bowling Committee ..............................................12:00 PM Business Partner Committee ................................12:00 PM Education Committee ...........................................12:00 PM Golf Committee ....................................................12:00 PM Homeowner Leader Committee ..............................8:30 AM LSC Committee ....................................................12:00 PM Membership Committee .........................................3:30 PM Oktoberfest Committee ........................................12:00 PM PR & Communications Committee ........................12:00 PM Professional Managers Committee .........................3:30 PM Programs Committee .............................................4:00 PM Quorum Committee ..............................................12:00 PM Volunteer Committee ............................................12:00 PM Wine Tasting Committee .........................................3:30 PM

JANUARY Saturday Monday Monday Tuesday Wednesday Wednesday Thursday Friday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Friday Monday Tuesday Wednesday Thursday Friday

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Tuesday

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Wednesday 26 Wednesday 26 Thursday 27 Friday 28

New Year’s Day Programs Committee PR & Communications Committee Homeowner Leader Committee Quorum Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Golf Committee Board Member Workshop (BMW) Business Partner Committee Membership Committee Education Committee Wine Tasting Committee Committee Leadership Training Martin Luther King Day Bowling Committee Oktoberfest Committee DCHC Cathedral City Educational Program & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting DCHC Palm Springs Volunteer Committee Legislative Support Committee 2020-2021 Annual Awards Event

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Thursday Monday

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Homeowner Leader Committee Quorum Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Business Partner Committee Membership Committee CAI Community Association Law Seminar (CEU) Scholarship Social Golf Committee

Tuesday Wednesday Wednesday Wednesday Thursday Friday

15 16 16 16 17 18

Monday Tuesday

21 22

Wednesday 23 Wednesday 23 Thursday 24 Friday 25

MARCH Tuesday Wednesday Wednesday Thursday Friday Monday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Friday Monday Tuesday Wednesday Thursday Friday

1 2 2 3 4 7 7 8 8 8 9 9 11 14 15 16 17 18

Tuesday Wednesday Friday Friday Tuesday

22 23 25 25 29

Wednesday 30 Thursday 31

APRIL Friday Monday Monday Tuesday Wednesday Wednesday Thursday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Tuesday Wednesday Thursday

1 4 4 5 6 6 7 11 12 12 12 13 13 19 20 21

Bowling Committee Education Committee Oktoberfest Committee Wine Tasting Committee DCHC Cathedral City Educational Program & Mini Trade Show (CEU) Presidents’ Day Executive Committee & CAI-CV Board Meeting DCHC Palm Springs Volunteer Committee Legislative Support Committee Board Leadership Certificate Program

Educated Business Partner Course Quorum Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Homeowner Leader Committee Business Partner Committee Membership Committee Education Committee Wine Tasting Committee Meet the Management Companies Golf Committee Bowling Committee Oktoberfest Committee DCHC Cathedral City Educational Program & Mini Trade Show (CEU) CID Law Course (CEU) Volunteer Committee Board Member Workshop (BMW) Corks for CLAC Wine Tasting Event Executive Committee & CAI-CV Board Meeting DCHC Palm Springs Legislative Support Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Quorum Committee Professional Managers Committee Awards Committee Golf Committee Homeowner Leader Committee Business Partner Committee Membership Committee Education Committee Wine Tasting Committee Bowling Committee Oktoberfest Committee DCHC Cathedral City

Friday

22

Tuesday

26

Wednesday 27 Wednesday 27 Thursday 28 Friday 29

MAY

Tuesday Wednesday Wednesday Friday Monday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Thursday Friday Friday Friday Monday Tuesday Wednesday Thursday Friday

3 4 4 6 9 9 10 10 10 11 11 12 13 13 13 16 17 18 19 20

Wednesday 25 Wednesday 25 Thursday 26 Monday 30 Tuesday 31

JUNE Wednesday Wednesday Thursday Friday Monday Monday Tuesday Wednesday Wednesday Thursday Monday Tuesday Tuesday Tuesday Wednesday Thursday Friday

1 1 2 3 6 6 7 8 8 9 13 14 14 14 15 16 17

Tuesday Wednesday Friday Tuesday

21 22 24 28

Educational Program & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting DCHC Palm Springs Volunteer Committee Legislative Support Committee Annual Golf Tournament

Homeowner Leader Committee Quorum Committee Professional Managers Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Business Partner Committee Membership Committee Education Committee Wine Tasting Committee Awards Committee CAM Day (CEU) CMCA Review PCAM Social Golf Committee Bowling Committee Oktoberfest Committee DCHC Cathedral City Educational Program & Mini Trade Show (CEU) DCHC Palm Springs Volunteer Committee Legislative Support Committee Memorial Day Executive Committee & CAI-CV Board Meeting

Quorum Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Education Committee Wine Tasting Committee CAI-CV Comedy Night Golf Committee Homeowner Leader Committee Business Partner Committee Membership Committee Oktoberfest Committee DCHC Cathedral City Educational Program & Mini Trade Show (CEU) Bowling Committee Volunteer Committee Annual Bowling Tournament Executive Committee & CAI-CV Board Meeting

ABBREVIATIONS CAM – Community Association Manager CEU – Continuing Education Units (for managers) CID – Common Interest Development (HOA) CLAC – California Legislative Action Committee CMCA – Certified Manager of Community Associations DCHC – Desert Cities HOA Council LSC – Legislative Support Committee PCAM – Professional Community Association Manager PR – Public Relations

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2022 CALENDAR KEY: HOLIDAYS = RED CEU = GREEN COMMITTEE MEETINGS = BLUE Wednesday 29 Thursday 30

JULY

Monday Tuesday Wednesday Wednesday Thursday Friday Monday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Monday Tuesday Wednesday Friday

4 5 6 6 7 8 11 11 12 12 12 13 13 18 19 20 22

Tuesday

26

Wednesday 27 Thursday 28

AUGUST Monday Monday Tuesday Wednesday Wednesday Thursday Friday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Tuesday Wednesday Friday

1 1 2 3 3 4 5 8 9 9 9 10 10 16 17 19

Wednesday 24 Thursday 25 Tuesday 30

DCHC Palm Springs Legislative Support Committee Independence Day Homeowner Leader Committee Quorum Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Business Partner Committee Membership Committee Education Committee Wine Tasting Committee Golf Committee Bowling Committee Oktoberfest Committee Educational Program & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting Volunteer Committee Legislative Support Committee

Programs Committee PR & Communications Committee Homeowner Leader Committee Quorum Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Golf Committee Board Member Workshop (BMW) Business Partner Committee Membership Committee Education Committee Wine Tasting Committee Bowling Committee Oktoberfest Committee Educational Program & Mini Trade Show (CEU) Volunteer Committee Legislative Support Committee Executive Committee & CAI-CV Board Meeting

SEPTEMBER Thursday Friday Monday Tuesday Wednesday Wednesday Monday Monday Tuesday Tuesday Tuesday

1 2 5 6 7 7 12 12 13 13 13

Awards Committee Manager On The Run (MOTR)(CEU) Labor Day Board Member Workshop (BMW) Quorum Committee Professional Managers Committee Programs Committee PR & Communications Committee Homeowner Leader Committee Business Partner Committee Membership Committee

Wednesday Wednesday Thursday Friday

14 14 15 16

Monday Tuesday Wednesday Thursday Friday Tuesday

19 20 21 22 23 27

Wednesday 28 Wednesday 28 Thursday 29

Wednesday 16 Wednesday 16 Thursday 17 Thursday 17 Friday 18

DCHC Palm Springs Oktoberfest Committee DCHC Cathedral City Legislative Support Committee Educational Program & Mini Trade Show (CEU) Wednesday 23 Volunteer Committee Thur-Fri 24-25 Thanksgiving Tuesday 29 Bowling Committee

Education Committee Wine Tasting Committee DCHC Cathedral City Educational Program & Mini Trade Show (CEU) Golf Committee Bowling Committee Oktoberfest Committee Scholarship Social CAI Employment Fair Executive Committee & CAI-CV Board Meeting DCHC Palm Springs Volunteer Committee Legislative Support Committee

DECEMBER

OCTOBER Monday Monday Tuesday Wednesday Wednesday Thursday Friday Monday Tuesday Tuesday Tuesday Wed-Sat

3 3 4 5 5 6 7 10 11 11 11 12-15

Monday Tuesday Wednesday Wednesday Wednesday Thursday Friday

17 18 19 19 19 20 21

Tuesday

25

Wednesday 26 Wednesday 26 Thursday 27 Friday 28

Programs Committee PR & Communications Committee Board Member Workshop (BMW) Quorum Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Columbus Day Homeowner Leader Committee Business Partner Committee Membership Committee Legal Forum & CID Law Course (CEU) Golf Committee Bowling Committee Education Committee Wine Tasting Committee Oktoberfest Committee DCHC Cathedral City Legislative Update & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting DCHC Palm Springs Volunteer Committee Legislative Support Committee Oktoberfest Event

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Thursday Friday Monday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Wednesday Friday Monday Tuesday

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Wednesday 14 Wednesday 14 Friday 16 Tuesday Wednesday Monday Wednesday Thursday

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Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Business Partner Committee Membership Committee Quorum Committee Professional Managers Committee Homeowner Leader Committee Holiday Golf Tournament Golf Committee Executive Committee & CAI-CV Board Meeting Education Committee Wine Tasting Committee Educational Program & Mini Trade Show (CEU) Bowling Committee Oktoberfest Committee Christmas Volunteer Committee Legislative Support Committee

JANUARY Monday Tuesday Wednesday Wednesday Thursday Monday Monday Tuesday Tuesday Wednesday Wednesday Friday Monday Tuesday Tuesday Wednesday Friday

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Monday Wednesday Thursday Friday Tuesday

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ABBREVIATIONS CAM – Community Association Manager CEU – Continuing Education Units (for managers) CID – Common Interest Development (HOA) CLAC – California Legislative Action Committee CMCA – Certified Manager of Community Associations DCHC – Desert Cities HOA Council LSC – Legislative Support Committee PCAM – Professional Community Association Manager PR – Public Relations

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