Quorum January 2022

JANUARY 2022

JANUARY 2022

fi.

2020 & 2021 AWARDS

FRIDAY, JANUARY 28, 2022

TITLE SPONSOR – POWERSTONE PROPERTY MANAGEMENT INSIDE 10 CAI-CV Annual Awards & Monte Carlo Night (January 28th)

11 CAI-CV Educational Program & Mini Trade Show - Laugh for a Change (January 21st) 28 Thank You to CAI-CV Chapter Angels 34 Safety in Crowded Environments 36 Keeping Stress in Check During a Stressful Season

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2

Quorum January, 2022

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3

CAI-CV NEW & RENEWING MEMBERS RENEWING BUSINESS PARTNERS

SIGN-A-RAMA

FIORE, RACOBS & POWERS, A PLC

Jeff Grady (760) 776-9907 jeff@pdsignarama.com

Julie Balbini (760) 776-6513 jbalbini@fiorelaw.com GOTHIC LANDSCAPE Kellan Falconieri (951) 840-6766 kellan.falconieri@gothiclandscape.com HORIZON LIGHTING, INC. Nanci Auerbach (949) 247-4104 marketing@horizonlightingInc.com LAW OFFICE OF KAREN J. SLOAT, APC Karen Sloat (760) 779-1313 secretary@karensloatlaw.com M & M SWEEPING, INC. Richard Juge (760) 343-3003 rich@mandmsweeping.com MARIPOSA LANDSCAPES, INC. David Hall (800) 794-9458 david.hall@mariposa-ca.com PACIFIC INTERWEST BUILDING CONSULTANTS, INC.

THE INSPECTORS OF ELECTION, LLC Kurtis Peterson (858) 329-0009 kurtis@theinspectorsofelection.com WCA, INC. Isaac Garza (760) 984-5240 igarza@wcainc.com

NEW MANAGER MEMBERSHIPS PREMIER COMMUNITY ASSOCIATION MANAGEMENT Rhonda Drews (760) 673-8545 rdrews@brcpcam.com

RENEWING MANAGEMENT COMPANY POWERSTONE PROPERTY MANAGEMENT Edan Lopez (760) 469-4315 mlopez@powerstonepm.com

RENEWING MANAGER MEMBERSHIPS ANP MANAGEMENT

Stacy Daiker (925) 939-5500 sdaiker@pacificinterwest.com

Patricia Nugent (760) 289-5279 villaspropertymanager@gmail.com

Zachary Zimmerman (925) 939-5500 zzimmerman@pacificinterwest.com

ASSOCIA DESERT RESORT MANAGEMENT

PATTON DOOR & GATE Al Johns (760) 250-7993 aj@pattondoorgate.com REY INSURANCE SERVICES, INC. Mike Rey (949) 487-9661 Mike@MReyIns.com

William Clifford (760) 625-5971 bclifford@drminternet.co Jamie Dodge (760) 799-3129 jamieadodge@gmail.com Mariah Estrada (760) 346-1161 mestrada@drminternet.com

ROY PALACIOS INSURANCE AGENCY, INC.

Rebecca Garrett (760) 851-4465 bgarrett@drminternet.com

Tina Neubauer (949) 582-0964 tinap@palinsur.com

Genney Groesbeck (760) 346-1161 ggroesbeck@drminternet.com Abraham Islas (760) 346-1161 xaislas@drminternet.com Carl McCullough (760) 601-3228 cmccullough@drminternet.com

Larry Pfander (760) 327-1346 lpfander@drminternet.com

NEW VOLUNTEER LEADERS

Whitney Romney (760) 346-1161 wromney@drminternet.com

Kai Kushen

CATHEDRAL CANYON COUNTRY CLUB HOA #18 MOUNTAIN VILLAS HOA

Nikki Royer (760) 346-1161 nroyer@drminternet.com

Shelly Anderson

Ciara Shuster (760) 346-1161 cshuster@drminternet.com

Leonard Dazzo Richard Pass Ernest Rodriguez Neal Williams

Paula Tapia (760) 766-6354 ptapia@drminternet.com

PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION

SILVER SANDS HOMEOWNERS ASSOCIATION

Tracy Young (760) 399-7310 tracyyoung@drminternet.com

Chris Nyvall

ELDORADO COUNTRY CLUB

David Gilford Willie Hill

Kristi Foster (760) 423-1587 kristi@eldoradocc.org LAKES COUNTRY CLUB ASSOCIATION Ronald Phipps (760) 568-4321 rphipps@thelakescc.com MARRAKESH COMMUNITY ASSOCIATION Monique Kerrigan (760) 485-3051 mokerrigan@yahoo.com MILLENNIUM COMMUNITY MANAGEMENT, LLC Barbara Dugan (760) 834-8948 barbara@mcmiskey.com Dianne Greenstein (760) 834-8948 dianne@mcmiskey.com Matthew Rittenhouse (760) 834-8948 matt@mcmiskey.com

SOLERA OAK VALLEY GREENS ASSOCIATION

RENEWING VOLUNTEER LEADERS Richard Cech EL DDORADO BARRANCA OWNERS ASSOCIATION Diane Dykema Andy Goldfarb Stephen Junge Donald Paradise Jeff White LAS BRISAS NORTH Morgen Bentsen Leslie Dullman Ruben Franz Tressa Rounds Salvador Velasquez PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION Karen Tabbah PALM VALLEY HOMEOWNERS ASSOCIATION, INC.

Daniel Goodrich (951) 925-6502 dan@sierradawnestateshoa.com

Mark Barnum Glenn Bjorklund Pete Browning James Colonna Donna Darby Pete Fortenberry Neil Machlis

THE MANAGEMENT TRUST, DESERT DIVISION

SILVER SANDS HOMEOWNERS ASSOCIATION

Ann Borowski-Bitter (310) 717-7375 ann.bitter@yahoo.com

Ann Habeger Paul Jurich Linda Kluy Bruce Winter

SIERRA DAWN ESTATES HOMEOWNERS ASSOCIATION

COVID-19 VACCINES ARE YOU VACCINATED? COVID19.ca.gov/vaccines 4

Quorum January, March, 2021 2022

CONTENTS 2022 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 CAI-CV

KIMBERLY BURNETT

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

FEATURES

MEAGHAN GAFFNEY-HOWE CMCA, AMS

28 Thank You to CAI-CV Chapter Angels 34 Safety in Crowded Environments

JAY JARVIS, CMCA, CCAM, AMS

36 Keeping Stress in Check During a Stressful Season

Associa Desert Resort Management

By Jamie Ridenhour

The Gaffney Group, Inc. HOA Office, Inc.

Submitted By Sierra Carr, PCAM, on behalf of the DRM Wellness Committee

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

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

DEPARTMENTS LANDSCAPING

9

Recycle Your Christmas Tree

By Burrtec

MAINTENANCE & RECONSTRUCTION

12 Water Heater Leaks-Common, Costly and Concerning

By Steven Fielding

ABOUT CAI – HOMEOWNER LEADERS

14 Resources for Homeowner Leaders

By Bruce Latta, CMCA

HOA LAW

22 AB 1584: No Time to Comply

By Adrian Chiang, Esq. and Sandra L. Gottlieb, Esq., CCAL

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.

FINANCE

30 Reading Financial Statements

The Balance Sheet Part 5 – Prepaid Expenses

By Jeremy Newman, CPA

INSURANCE

31 Tips for Saving on Homeowners' and Renters' Insurance Submitted By Meaghan Gaffney-Howe

WATER WISE

38 CVWD Adopts Groundwater Management Plans

By CV Water Counts

CAI-CV.org

facebook.com/CAICV

@CAI-CV

5

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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 Erin Klink, Pacific Western Bank 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 January, 2022

CONTENTS

CHAPTER NEWS 2022 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS CLINT ATHERTON, CMCA, AMS, PCAM PRESIDENT Sun City Palm Desert

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. PRESIDENT-ELECT

Fiore Racobs & Powers, A PLC

MATT LAWTON, CIC, CIRMS PAST PRESIDENT Prendiville Insurance Agency

ERIN KLINK SECRETARY

Pacific Western Bank

STEVEN SHUEY, PCAM TREASURER

Personalized Property Management

DAN FARRAR, CMCA, AMS DIRECTOR FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

4 4 6 8 9 9 19

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

LILY ORTEGA DIRECTOR

Pro Landscaping, Inc.

LONI PETERSON, PCAM DIRECTOR Keystone Pacific

LOUISE STETTLER DIRECTOR

Mira Vista at Mission Hills HOA

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

Thanks to our Sponsors

24 25 26 26

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.

Join a CAI-CV Committee CAI-CV Committee Volunteer Form CAI-CV’s 2022 Leadership Team Have You Heard?

By Holly Smith, CMCA, AMS, PCAM

27 Download the CAI-CV APP – Easy Access to CAI-CV’s Corporate Sponsors 29 Follow CAI-CV on Facebook and Instagram 33 Educational Lunch Program & Mini Trade Show Thanks to our December Program Sponsors

35 Meet the Board

Erin Klink

By Jay Jarvis, CMCA, CCAM

37 TIME HONORED

Loni Peterson, CCAM-LS, CMCA, AMS, PCAM

By Meaghan Gaffney-Howe, CMCA, AMS

39 2022 CAI-CV Education 40 CAI-CV 2022 Calendar 44 CAI-CV 2021 Corporate Sponsors

EVENTS

10

CAI-CV Annual Awards & Monte Carlo Night

11

CAI-CV Educational Program & Mini Trade Show

CAL LOCKETT

Executive Director clockett@cai-cv.org

Steven Fielding, Aquaguard, LLC

By Meaghan Gaffney-Howe, CMCA, AMS

21 CAI-CV Golf Tournament

Palm Desert Greens Country Club HOA

MIKE TRAIDMAN DIRECTOR

COVID-19 Vaccines CAI-CV New & Renewing Members CAI-CV Educated Business Partners President’s Message List of Quorum Advertisers Printed Quorums Now Available WELCOME ABOARD

CAI-CV’s SPEAKEASY - RED VELVET LOUNGE Friday, January 28, 2022

Laugh for a Change Friday, January 21, 2022 (NEW VENUE – SUN CITY PALM DESERT)

20 CAI-CV Annual Holiday Golf Tournament Friday, December 10, 2021 Desert Princess Country Club

32 Educational Lunch Program & Mini Trade Show December 17, 2021 – Ask the Attorney

44 Upcoming Events CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

FROM THE CHAPTER

President’s Message Clint Atherton, CMCA, AMS, PCAM General Manager – Sun City Palm Desert Community Association

H

appy New Year! I hope all of you had a safe and enjoyable holiday. I want to thank Matt Lawton, CIRMS, CIC (Prendiville Insurance Agency) for his service as President of CAI-CV last year. Matt will continue to serve on the Executive Committee and Board as Past-President. We also want to thank former Chapter President, Gen Wangler (retired from Fiore Racobs & Powers, A PLC), who just finished serving six years as a Director for CAI-CV. Thank you Gen! And we want to thank Micha Ballesteros (Cartwright Termite & Pest Control, Inc.), who is leaving the board after serving a three-year term.

CAI-CV continues to focus on elevating the HOA industry by bringing our members top tier education and quality networking events. In 2022, the Chapter’s Education Committee has 24 classes planned for managers, assistant managers, and homeowner leaders (see page 39). The Programs Committee has 12 amazing programs planned, starting on January 21st at Sun City Palm Desert with a program called “Laugh for a Change” featuring comedian Adam Christing (see page 11). Many of you know that the Desert City HOA Council is now affiliated with CAI-CV, and they have a great lineup of programs planned for community association board members (see page 39). New in 2022, we will host several fundraising events for the CAI-CV Carol Fulton Scholarship Fund, that helps managers pay for CAI National classes and professional education. We will also host the first “Meet the Management Companies” where members will be able to learn about all the management companies in the Valley.

Take a look at our 2022 calendar (see page 40) and start making plans to join us.

I hope all our members will join us for the Chapter’s 2020 & 2021 Awards & Monte Carlo Night on Friday, January 28th at the Omni Las Palmas Resort & Spa (see page 10). This is our largest event of the year, and we have a lot to celebrate.

You can register at www.cai-cv.org or by clicking HERE. I also want to invite you to consider serving on a CAI-CV Committee. We have 15 committees that work on everything from education to networking events. Serving on a committee is very rewarding and can be an excellent way to enhance your career. The Committee Volunteer Form is on page 25.

The Chapter’s Holiday Golf Tournament on December 10th at Desert Princess was a huge success (see page 20).

8

Quorum January, 2022

Thanks to the Golf Committee for all their hard work planning this event. You will see that we have two golf tournaments planned for 2022. Please also join me in thanking our December 17th Educational Lunch Program and Mini Trade Show “ASK THE ATTORNEY” guest speakers, Adrian Adams, Esq. (Adams|Stirling, PLC), Jeff French, Esq. (Green Bryant & French, LLP), and Sandra Gottlieb, Esq., CCAL (SwedelsonGottlieb) for an outstanding program. I also want to thank Christina Baine DeJardin, Esq. (Delphi Law Group, LLP) for joining me to teach the December 3rd Manager on the Run (MOTR) program about legislation that impacts managers. And thanks to guest speakers Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC) and Jason Jackson (Southwest Security) for teaching our Board Member Workshop about violations, towing, and parking on December 14th. We sincerely appreciate the time and effort that goes into preparing educational programs for our members. Thank you!

Managers and assistant managers are invited to attend our Zoom MOTR on Friday, January 7th about insurance claims and legal considerations. Homeowner leaders are invited to attend our next BMW on Tuesday January 11th about Rules Enforcement. You can sign up for CAI-CV events and programs at www.cai-cv.org or by using the Chapter’s APP (see page 27).

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

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 (see page 9).

I wish you all a safe, fulfilling and prosperous new year!

Clint Atherton, CMCA, AMS, PCAM, is the General Manager of Sun City Palm Desert Community Association. Clint can be reached at 760-200-2224 or by email to clint.atherton@scpdca.com.

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FEATURES 9 10

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

9 COVID-19 13 CAI-CV Past Presidents’ Memories Vaccines From 18 CAI-CV Presidents10 From 1981 to“Twits” 2021 the to the CAI-CV Chapter Directory13 Covers From 1992 to 2021 “Eagles” THE CAI-CV Past Presiden SOFTBALL ts’ Memorie 18 CAI-CV TEAM L TEAM s 21 Quorum Magazine Covers From 1983 to 2021 Presiden SOFTBAL ts From 1981 20 THE CAI-CV to 2021 COVID-19 Vaccines “Eagles” 9 Directory 23to the A Look Back in Time – Chapter Celebrating CAI-CV’s Covers From 21 Quorum the “Twits” s 1992 to 2021 40th Anniversary with Wayne Guralnick, Esq. 10 From Magazine Covers ts’ Memorie Past Presiden From 1983 2021 23 A Look Back and Palm Desert Councilman Sabby Jonathan, CPA 1981 to 13 CAI-CV to 2021 From in Time – Celebrating to 2021 Presidents 40th 1992 the CAI-CV’s 18 CAI-CV 24 PhotosFrom Through Years Anniversary with Wayne Guralnick and Palm Desert Directory Covers 1983 to 2021 20 Chapter , Esq. 40 Covers What aFrom Difference 40 Years Makes Councilman 24 Photos Magazine Sabby Jonathan ing CAI-CV’s Through the 21 Quorum , CPA – Celebrat 54 When Sponsors 40 Become Years Esq. Angels , What Back in Time Wayne Guralnick Difference 23 A Look ,aCPA 40 Years Makes ary with Jonathan When Sponsors Sabby54 an 40th Annivers Councilm Become Angels and Palm Desert Years Through the Makes 24 Photos e 40 Years a Differenc Angels 40 What Sponsors Become 54 When

CAI-CV Turns 40 40 10, 2021! onns March -CV Tur

FEATU RES20

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For bulk orders or back issues, contact the CAI-CV office.

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MANAGEMENT

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

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POWERFUL PEST MANAGEMENT..................................19

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.

PEST CONTROL

PROMOTIONAL PRODUCTS

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

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

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Indian Wells Indio Rancho Mirage

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Thousand Palms Coachella S.C.V.C.S.D

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TAX AND AUDITING SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC...........17 CAI-CV.org

facebook.com/CAICV

@CAI-CV

9

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, 5:30 PM

OMNI RANCHO LAS PALMAS RESORT & SPA, RANCHO MIRAGE TITLE SPONSOR

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Fiore, Racobs, & Powers, A PLC

Securitas

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Vantage Point Construction

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Pacific Western Bank

Powerful Pest Management

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SCHOLARSHIP SPONSOR

Roseman Law

Adams Stirling

FOOD SPONSORS

CLAC SPONSORS

Conserve LandCare Dunn-Edwards Paint EmpireWorks

Epsten, APC Seacoast Commerce Bank

GOLD SPONSORS

NPG Asphalt Pacific Western Bank Vantage Point Construction

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.

10

Quorum January, 2022

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

Laugh for a Change!

5 Ways to Make 2022 A Magical Year FRIDAY, JANUARY 21, 2022 11:30 a.m. – 1:15 p.m.

NEW VENUE MOUNTAIN VIEW CLUBHOUSE SUN CITY 38180 DEL WEBB BLVD PALM DESERT PALM DESERT

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11

MAINTENANCE & RECONSTRUCTION

Water Heater Leaks-Common, Costly and Concerning

By Steven Fielding

T

he governing boards of condominium associations worry about many things. Reserves, rules enforcement, insurance costs, maintenance, pets, parking and COVID are on a long list of things that keep trustees and association managers up at night. Water heaters probably are not always on that list—but they should be. Here are a few hard – or soggy – facts: • Water damage is one of the two leading property damage risks faced by homeowners, representing nearly one-third of all homeowner claims filed annually, exceeded only by wind and hail damage.

• One in every 50 insured homeowners files a water damage claim every year; the average claim cost is about $7,000, adding up to more than $2.5 billion in insured losses annually, according to the Insurance Information Institute.

• There are no statistics on how many of those claims are attributable to water heaters, but 75 percent of all water heaters will fail – usually without warning – within 12 years of their purchase. So, it is probably safe to assume that a sizable percentage of those water damage claims result from water heaters that leak or fail entirely.

It is also safe to assume that if a water heater leaks in a condominium building with attached units, the damage won’t be confined to the unit in which the offending heater is located; the water and the damage will spread to adjacent units and common areas.

So, multiply that average $7,000 claim by 10 or 20 units; add

12

Quorum January, 2022

the potential damage to common areas; consider the risk of mold (a byproduct of water damage), the cost of remediating it, and the potential legal liability for the association if mold sickens some residents. Insurance industry analysts report that water damage claims in excess of $500,000 have doubled since 2015; claims exceeding $1million have tripled in that time period.

Also consider that associations dealing with common area damage will be paying a large deductible and may be filing an insurance claim, which could increase the association’s premium costs. And now, perhaps, you begin to understand why water heaters should be on that list of association concerns.

PREVENTING DAMAGE Why do water heaters fail?

Age is the primary culprit.

Water heaters have an average useful life of about 12 years.

But the operative word here is “average.” Some water heaters fail well before that 12-year mark; others perform like champs for much longer.

The problem is – you can’t predict when any given water heater is going to fail. There is no equivalent of a car’s ‘check engine’ light to alert you to an issue you must address; you don’t usually know a water heater is failing until it has dumped 80 gallons of water in your basement or your garage or your kitchen. As early warning systems go, this isn’t terribly effective. Fortunately, there are some alternatives.

• Automatic shut-off valves. These units typically consist of a high-quality valve installed directly into the plumbing line, and moisture sensors that send a ’shut-off’ signal to an electric control box.

Another option is the WAGS valve which works on

MAINTENANCE & RECONSTRUCTION the same general principle, but it isn't powered by electricity. It uses a spring mechanism wrapped with a water-soluble sensor element that is placed in a drip pan under the heater. When water hits the sensor, it weakens, releasing the high-pressure spring and shutting the heater off after no more than one inch of water has accumulated in the pan.

• Water leak alarms. These units also use sensors that sound an alarm when water is detected, but owners must remember to turn the alarm on (they don’t always) and someone must be around to hear the alarm and able to act quickly, by turning off the water supply. A lot of water can leak and cause a lot of damage in a very short period.

and safety of residents or the community’s property values and finances: By providing information that encourages responsible behavior by owners and adopting association policies that require it. A few specific suggestions:

1. Educate homeowners. Explain the damage leaking water heaters can cause to individual units and common areas.

2. Encourage owners to have their water heaters inspected at least annually by a qualified plumber.

3. Consider making annual inspections mandatory, for the same reason that many associations require annual inspections of fireplaces – because poor maintenance of the equipment poses a potential risk to other residents and the entire community.

4. Encourage – or require- owners to install automatic shut-off valves or water sensor alarms on their water heaters.

5. Require owners to replace water heaters older than 11 years, with an exception for those who install automatic shut-off valves. Units with these devices can operate safely until they fail.

6. Consider making the purchase and/or installation of shutoff valves an association expense. Leaks pose risks to other units and common areas – risks that owners have a shared interest in mitigating.

7. Consult your insurance agent. Some insurance companies EFFECTIVE MAINTENANCE Shut-off valves and alarms can prevent damage – or reduce it – if a water heater leaks. Maintaining the heaters can go a long way toward preventing those leaks. Plumbers suggest that owners have their water heaters inspected – and drained – annually. Drainage will eliminate sediment that can build up inside a heater, reducing its effectiveness and possibly making the interior of the tank rust.

Regular inspections can also assess the condition of the temperature and pressure valve and monitor the condition of the anode rods (some units have one, others have two) that protect the tank from hard water minerals. As these rods erode over time, the protection diminishes, reducing the water heater’s life and increasing the risk that it will fail prematurely. Replacing the rods when necessary, can extend a water heater’s life.

WHAT HOAS CAN DO Condominium boards should deal with hot water heaters the same way they deal with other risks affecting the health

require leak prevention devices on water heaters or strongly encourage them. Ask if your association’s insurer is one of them. Installing shut-off valves community-wide may not reduce the association’s insurance premium, although it would give your agent a strong argument for requesting a discount. But proactive risk management policies like this will improve the association’s overall risk profile, which may help you secure a favorable premium rate. Preventing water heater leaks will also avoid the costly damage claims that can increase your premium and may make it more difficult to obtain the coverage the association needs.

Steven Fielding is president of AQUAGUARD, LLC, which manufactures the WAGS Valve – a product he discovered as a consumer and liked so much, he bought the company that produces it. Steven can be reached at 1-844-GET-WAGS or by email stevenf@wagsvalve.com.

More information about Aquaguard, LLC can be found at their website, WAGSVALVE.COM.

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ABOUT CAI - HOMEOWNER LEADERS

Resources for Homeowner Leaders

By Bruce Latta, CMCA

C

AI-CV and CAI National offer community association board members (homeowner leaders) an outstanding selection of best practice resources. HOAs can join CAI with up to 15 board members, committee volunteers, and residents for only $250 per year. Education for your board couldn’t be easier.

FROM THE COACHELLA VALLEY CHAPTER OF CAI NOVEMBER 2021

NOVEMBER 2021

Quorum Magazine

$8.25

The CAI Coachella Valley award-winning monthly magazine expressly prepared for association leaders, managers, and related business professionals of the Community Associations Institute. https://www.cai-cv.org/ page/QuorumMagazine CHAPTER

T DEVELOPMENTS IN THE

DIRECTORY

Helps to explain how to conduct effective board meetings and annual membership meetings. https://issuu.com/cai-cv/ docs/5430_caicv_parliamentaryproceduresbrochure2020_iss?fr=sNGEzMTE2MDUwOTE 14

Quorum January, 2022

Medallion Community Brochure A recognition program for communities that implement and use industry best practices. http://www.cai-cv.org/ resource/resmgr/2021/ caicvmedallion2021_ webform2.pdf

BEST PRA CTIC E S HOA COM MUN ITIE

Helps HOA residents know who is responsible for what LIVING when living in an HOA or a common interest development.

Includes contact information for utilities and other resources. https://issuu.com/cai-cv/ docs/5397_caicv_cityofcochellavallyhoalivingbro20_issuu?fr=sNTZlNjMwMjE5NTU

LIVING IN A LEARN MORE ABOUT OTHER IATION (HOA) OR HOMEOWNERS ASSOC ST DEVELOPMENT COMMON INTERE bilities as a What are my responsi in an HOA? homeowner or renter of the rules?

How do I get a copy

COACHELLA VALLEY

Parliamentary Procedures Brochure

Who Me?

BO ARD ?

SER VE ON A HO A

HOA Who governs what?

Who do I call when

Buck-A-Door Brochure Support CAI’s efforts to monitor California legislation, educate elected state lawmakers and protect the interests of those living in community associations. https://issuu.com/cai-cv/docs/5011_ caicv_buckadoorbrochure2020_ issuu?fr=sNjZiOTE2MDUwOTE

Helps boards recruit new board members for their HOA. file:///C:/Users/BRUCEL~1/ AppData/Local/Temp/4719_ caicv_hlcpotentialboard.pdf

HOA Living – Coachella Valley Edition

2022

COACHELLA VALLEY

ITY ON COMMON INTERES

List of the Coachella Valley Chapter's membership including managers and business partners. https://issuu.com/cai-cv/ docs/5023_caicv_magdirectory20issuu?fr=sNzk5YzEzODgzNDc

CAI-CLAC Contribution Campaign Form 15 CLAC Buck-A-Door (Part 2) 16 40 Years at CAI-CV Legislative Update 29 CAI-CV Annual CAI-CV Chapter Angels 32 Thank You to

CAI-CV IS THE AUTHOR

Chapter Directory

INSIDE the Can Participate in 10 How HOA Boards Legislative Process the in Sacramento to Protect 10 Help CAI’s Efforts HOA Industry to CLAC You Should Donate 11 12 Reasons Why Accomplishments 12 CAI-CLAC 2021 for Board Resolution 14 Community Association

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A BUCK-A-DOEOR VALUES

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WORKING TOGETHER:

CAI's California Legislative 50,000 Action Committee and ns Community Associatio

Join Desert Cities HOA Council A group of volunteer HOA homeowner leaders who come together to network and learn by sharing ideas, best practices, and hear from industry experts in order to help manage HOAs. https://www.desertcitieshoacouncil.com/

CAI-CV Homeowner Leader Online Forum

CONDUCTING HOA MEETINGS & PARLIAMENTARY PROCEDURES BEST PRACTICES FOR

HOAs

IT IS THE HOA BOARD’S

DUTY TO:

community and character of the • Preserve the nature and amenities to residents • Provide services values • Protect property d expectations of owners • Meet the establishe

A local Coachella Valley online exchange for homeowner leaders to ask questions and share information. https://groups.io/g/CAICV-HOALeadersForum/ topics?p=recentpostdate%2Fsticky%2C% 2C%2C20%2C2%2C20%2C65836182

ABOUT CAI - HOMEOWNER LEADERS CAI-CV Phone App

California Communities Homeowner Satisfaction Survey Results

Available for both Apple and Android. Get CAI resources and information at your fingertips. https://cdn.ymaws.com/www.cai-cv. org/resource/resmgr/2018/4082_ caicv_appflyerpromoweb.pdf

Includes the 2018 Homeowner Satisfaction Survey results. https://www.caionline. org/Advocacy/LAC/CA/ Documents/2018Homeowner SatisfactionCalifornia.pdf

CAI-CV Calendar of Events and Classes

Better Communities

for » Rights and Responsibilities e Guidelines » Community AssociationforGovernanc n Board Members Community Associatio » Model Code of Ethics n Fundamen tals » Community Associatio

e as

association experienc

For more information and data about , community associations visit www.caionline.org/ aboutcommunity associations

their homeowners rate e association living experienc overall community neutral (23%). as positive (66%), or

89% of California *HIGHER THAN THE

NATIONAL AVERAGE.

governing board most absolutely or for the whole. the community as a the best interest of nt like to see less governme n 66% say they would to community associatio control or no change

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oversight.

ers report their

87% of California homeown and enhance property

community’s rules protect no difference (17%). values (70%) or make residents say, Majority of California living is the best thing about “maintenance-free” n. in a community associatio www.caionline.org

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A comprehensive community association management course that provides a practical overview for new managers, an essential review for veteran managers, and an advanced course for board members.

M-100: The Essentials of Community Association Management https:// www.caionline.org/LearningCenter/ Education-for-Managers/ M100/Pages/default.aspx

THE BOARD MEMBER TOOL KIT

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overall community

(62%) or enhance property values n’s rules protect and values. say their associatio the rules harm property (28%); only 4% say have a neutral effect with the national survey, (CAI) in conjunction ty Associations Insitute four states—Florida, In 2018, Communi n housing model in community associatio further examined the Nevada.

California, Texas, and

CAI Education – M100

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of residents rate their (22%).

positive (63%) or neutral

Catalog of CAI publications for homeowner leaders. https://lsc-pagepro.mydigitalpublication.com/publication/?m=25 762&i=708435&p=1&ver=html5

munity Principles for Com Association Success

A comprehensive guide for community association volunteer leaders. https://www.caionline. org/HomeownerLeaders/ ResourcesforHomeownerLeaders/ CAI.BoardMemberToolkit_2014.pdf

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A set of eleven best practices reports on specific topics related to homeowner associations. https://foundation.caionline.org/ publications/best-practices-reports/

FROM CAI NATIONAL Includes principles for community association success, and rights and responsibilities for residents and board members. https://www.caionline. org/HomeownerLeaders/ ResourcesforHomeownerLeaders/ GoodtoGreat2018forDownload.pdf

ities

ers associations and s living in homeown in 13 years, American communities.

For the seventh time ingly satisfied in their they’re overwhelm condominiums say

Best Practices Reports

Lists upcoming classes and events designed specifically for homeowner leader needs and interests. http:// www.cai-cv.org under the Events & Education tab.

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Board Member Certificate Program

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A foundation for effective community association board leadership, this certificate will help a board member become a more informed and effective leader. https://www.caionline.org/ LearningCenter/Education-forHomeowners/Pages/default.aspx

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ABOUT CAI - HOMEOWNER LEADERS Find a Service Professional

CAI National Exchange

Find a professional to work in your community. https://directory.caionline.org/

Newly created. Connect and collaborate with fellow homeowner leaders. https://exchange.caionline.org/home

CAI ANNUAL CONFERENCE May 4-7, 2022 | Orlando, FL The CAI Annual Conference and Exposition provides education sessions, new products, and technologies. https://www.caionline.org/Events/2022Conf/ Pages/default.aspx

Common Ground Magazine National CAI publication for members that aims to provide volunteer community association board members, professional community managers, and homeowners with the information they need to run their communities effectively. https://www.caionline.org/ CommonGround/Pages/default.aspx

HOA RESOURCES Information and tools for condominium and homeowner association leaders. https://hoaresources.caionline.org/ Subscribe to the mailing list to receive the latest news and updates https://hoaresources.caionline.org/subscribe/

CAI Law Reporter Monthly e-newsletter provides CAI members with a brief review of key court decisions throughout the U.S. and gives readers an idea of the types of legal issues community associations face. https://www.caionline.org/ Publications/Pages/Community%20 Association%20Law-Reporter.aspx

UNGATED - Blog The National CAI online community associations blog with news and insights on association living. https://blog.caionline.org/

16

Quorum January, 2022

CAI RESEARCH LIBRARY CAI National has complete education and information materials to assist members to achieve professional credentials and state licensing requirements. Members can search for a specific article or topic through this online resource.

Thousands of published articles and decades of information from CAI's periodicals are included in the library.

Community Living in California (List of articles about CA in the CAI Research Library) https://www.caionline.org/LearningCenter/ResLib/Pages/ default.aspx#Default=%7B%22k%22%3A%22%22%2C%2 2r%22%3A%5B%7B%22n%22%3A%22RefinableString03 %22%2C%22t%22%3A%5B%22%5C%22%C7%82%C7%824 36f6d6d756e697479204c6976696e67206f662043616c69666 f726e6961%5C%22%22%5D%2C%22o%22%3A%22and%22% 2C%22k%22%3Afalse%2C%22m%22%3Anull%7D%5D%7D

CAI Learning Center Acquire the knowledge, skills, and tools needed to strengthen your community association. https://www.caionline.org/LearningCenter/ pages/default.aspx

CAI Civility Pledge Principles that establish a framework for effective community conversations for residents and boards. https://www.caionline.org/HomeownerLeaders/ CivilityPledge/Pages/default.aspx

CAI Webinars for Homeowner Leaders Professional training conducted online, hosted by industry experts, to keep up to date on all matters of interest and importance to homeowner leaders. https://www.caionline.org/LearningCenter/ Webinars/Pages/default.aspx

CAI Professional Credentials A list of CAI education and credentials for community association managers and business partners. https://www.caionline.org/LearningCenter/ credentials/Pages/default.aspx

ABOUT CAI - HOMEOWNER LEADERS California Attorney General The Office of the Attorney General has limited, discretionary authority to intervene on certain prescribed rights provided by the California Corporations Code. https://oag.ca.gov/consumers/general/homeowner_assn

Foundation for Community Association Research Directory of Credentialed Professionals (Managers & Key Business Partners) CAI National provides a directory of members and professionals who have earned a CAI credential. https://www.caionline.org/Pages/ Credentials-Directory.aspx

Copyright FREE Newsletter Articles CAI offers associations hundreds of copyright free articles for their newsletters that help address common issues about HOAs. https://www.caionline.org/Publications/ Pages/Copyright-Free-Newsletters.aspx

YouTube – CAI National Videos about homeowners associations to inform and educate.

Community Associations Institute YouTube https://www.youtube.com/ channel/UC8DZq7dAsFqiobMQYXqXDgA

Authoritative research sponsored by the Foundation for Community Association Research supports the aspirations of the more than 70 million Americans who live and work in an estimated 344,500 U.S. community associations. https://foundation.caionline.org/ Bruce Latta, CMCA, is the Chairman of CAI-CV's Homeowner Leader Committee and is President of the Parc La Quinta Homeowners Association. He is the Project Manager for Indio Properties Land. He previously served as the manager of Jackson Monroe Owners Association. He has served as a fair and festival manager and is a Certified Fair Executive (CFE). He is a graduate of California State University Los Angeles and holds a certificate in Meetings and Events Planning from San Diego State.

Bruce can be reached at 760-285-5617 or by email to plqhoablatta@gmail.com

CAI National Advocacy CAI National monitors legislation in the various states and advocates for legislation that protects community self-governance. https://www.caionline.org/advocacy/Pages/default.aspx Sign up and join the CAI-CLAC newsletter for eNews and more! https://caiclac.com/?subscribe=success#subscribe-blog-blog_subscription-4 CAI’s Advocacy Blog with weekly up-to-date news and information on current issues impacting community associations. https://advocacy.caionline.org/

CAI’s California Advocacy Monitors legislation to provide support or opposition on bills that have a direct impact on community associations. https://caiclac.com/ https://caiclac.com/about-clac/ CAI-CV.org

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In high school, Mike was caught digging a pool behind the football field… by hand!

Today he remodels pools!

Was there ever any doubt?

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

Lic #896061 C-53 18

Quorum January, 2022

WELCOME ABOARD Steven Fielding, Aquaguard, LLC

By Meaghan Gaffney-Howe, CMCA, AMS Welcome aboard, Aquaguard, LLC! Founded in 1998, Aquaguard is the original inventor of the patented WAGS Valve water heater safety shutoff valve. Since 2001, the WAGS Valve is the only 100% mechanical water heater safety shutoff valve on the market.

Steven Fielding This low-cost, high value shutoff valve is a perfect fit for the HOA community. Property owners, board members, property managers and insurers can all benefit from the product, which works to eliminate a costly risk in the homes and common area buildings that house water heaters – especially multi-level condominiums and apartments.

For more information on Aquaguard’s patented WAGS Valve and how it can benefit your home or community, please contact an Aquaguard representative or visit www.wagsvalve.com.

Special discounts are offered to CAI-CV Chapter members!

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

Aquaguard is a member of the International Association of Plumbing and Mechanical Officials (IAPMO), and is ISO9001:2015 Certified. In addition, the company belongs to the American Society of Mechanical Engineers, Society of Manufacturing Engineers, and Society of Plastic Engineers.

Steven Fielding is the President of Aquaguard LLC and aside from his interests in business and safety products, he enjoys playing golf, skiing, and kayaking. Stephan Ward-Smith is the Marketing and Sales representative for the company and Melissa Tucker serves as the Marketing representative.

Steven Fielding can be reached at stevenf@WAGSvalve.com, and his sales team can be reached at sales@WAGSvalve.com or 1-844-GET-WAGS (1-844-438-9247).

JOIN THE

QUORUM

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

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

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

COMMITTEE

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EVENT

m nal La (Natio

20

Quorum January, 2022

) poon's

FRIDAY, DECEMBER 10, 2021

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TEE & BALL MARKER SPONSOR Sherwin-Williams Paint Company

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HOA LAW

AB 1584: No Time to Comply California Extends Compliance Deadlines For Leasing Requirements and Confirms Reasonable Restrictions Are Allowed for Accessory Dwelling Units

By Adrian Chiang, Esq. and Sandra L. Gottlieb, Esq., CCAL

O

n September 28, 2021, the state passed AB 1584 which amends laws regarding mobile home parks, mortgage protections, and access to limited civil case records among other things. Most importantly, as it applies to homeowners' associations, AB 1584 contains provisions that affect restrictions on accessory dwelling units (“ADUs”), junior ADUs, and leasing requirements. These new laws will take effect on January 1, 2022.

ACCESSORY DWELLING UNIT RESTRICTIONS Under existing law, any provision of a governing document or any covenant, restriction, or condition contained in any deed, contract, security instrument, or other instrument affecting the transfer or sale of any interest in a planned development that effectively prohibits or unreasonably restricts the construction or use of an ADU or junior ADU is void and unenforceable.

In regards to the new changes in AB 1584, as they apply to ADUs and junior ADUS in a planned development (not condominium developments), Civil Code § 714.3 has been added. Civil Code § 714.3 confirms that associations have a

right to maintain “reasonable restrictions” for constructing any ADUs. “Reasonable restrictions” means restrictions that do not unreasonably increase the cost to construct, effectively prohibit the construction of, or extinguish the ability to otherwise construct an ADU or junior ADU that is consistent with other Government Codes [§§ 65852.2 or 65852.22.]

If your association is considering adoption of any CC&Rs amendment or rule that would restrict ADUs in the development, please consult with your legal counsel first about whether such adoption is reasonable under the new law.

LEASING In 2020, AB 3182 took effect. As a reminder, below is a summary of AB 3182 which revised Civil Code § 4741: • Associations can only impose a leasing cap (the maximum number of homes that may be rented/leased in the development) of twenty-five percent (25%). In other words, an association could limit rentals to only 25% of homes or higher, e.g., 40% of homes.

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Quorum January, 2022

HOA LAW

• An owner-occupied home that has a tenant would not count towards any leasing cap.

• Associations had to amend any of their governing documents that are non-compliant with AB 3182 by December 31, 2021 or else an association would be subject to damages and a civil penalty of one thousand dollars ($1,000).

• Any leasing amendment to comply with AB 3182 did not affect current owners of homes; these current owners were grandfathered from these changed leasing provisions.

When AB 3182 went into effect, it created some confusion and raised important questions. Does an association have to follow the secret ballot voting procedures to amend its governing documents to comply with AB 3182? If so, what happens if an association attempts to comply with the law by the end of the year but the membership does not vote to approve of the CC&Rs amendment? Would the association then be subject to liability and penalties?

AB 1584 resolves these questions. Below is a summary of AB 1584 as it applies to leasing which revises Civil Code § 4741: • Notwithstanding any other law or provision of the governing documents, the board of directors of an association must amend the governing documents to comply with the AB 3182 leasing requirements and no membership vote or approval is required to bring restrictions up to code. However, such changes by a board of directors must be made only to the extent to comply with the leasing laws; so, a board cannot add any other discretionary changes related to leasing.

• The legislature created a procedure for accomplishing a board-voted amendment to the governing documents that is very similar to the process used to adopt a rule and regulation.

(1) A board must provide general notice, pursuant to Civil Code § 4045, of the amendment at least 28 days before approving the amendment.

(2) The notice must include the text of the amendment and a description of the purpose and effect of the amendment.

(3) The decision on the amendment shall be made at a board meeting, after consideration of any comments made by association members.

• The deadline to amend restrictions has been extended from December 31, 2021 to July 1, 2022 to provide more time to comply.

Due to the new changes in the law, we recommend associations check their leasing provisions in their governing documents for compliance. If your documents contain any language that is more restrictive than what is allowed by the new leasing laws, they must be amended by July 1, 2022. But even if your documents are already compliant with AB 3182 and AB 1584, an association may want to revise its leasing provisions anyway to include new provisions, such as a leasing cap or a requirement that leases be in writing, to better control and regulate future leasing within its development. It is important to note that case law has confirmed that owners are only subject to leasing restrictions effective on the date of their purchase. New restrictions cannot be enforced against existing owners. So when changes are desired, the best practice is to amend early so it can be enforceable against more owners.

We are here to help if you have any questions about AB 1584 and related law.

Sandra Gottlieb, Esq. is the managing partner of SwedelsonGottlieb, a law firm that solely represents community associations throughout California in all matters. Ms. Gottlieb can be contacted at slg@sghoalaw.com and (310) 207-2207.

Adrian Chiang, Esq. is an associate attorney at SwedelsonGottlieb. He can be contacted at ac@sghoalaw.com and (800) 372-2207 x211.

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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 24

Quorum January, 2022

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

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MANAGERS

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Education Committee

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Homeowner Leader Committee

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Legislative Support Committee Membership Committee

BUSINESS PARTNERS

Oktoberfest Committee

CAI College of Community Association Lawyers (CCAL)

Professional Managers Committee

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

CAI-CV 2022 Leadership BOARD OF DIRECTORS Executive Committee Directors President: Clint Atherton, CMCA, AMS, 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: Dan Farrar, AMS, FirstService Residential Jennifer James, Esq., HOA Legal Services Lily Ortega, CMCA, Pro Landscaping Loni Peterson, PCAM, Keystone Pacific Louise Stettler, Palm Desert Greens Country Club HOA Mike Traidman, Mira Vista at Mission Hills HOA

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

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

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

Oktoberfest Committee 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

Past Presidents Committee

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

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

Business Partner Committee

Professional Managers Committee

Bowling Committee

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

Chair: Rhonda Drews, PCAM, RealManage Co-Chair: Steven Shuey, PCAM Board Liaison: Clint Atherton, CMCA, AMS, PCAM, Sun City Palm Desert

Legislative Support Committee

Programs 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, CMCA, AMS, PCAM, Sun City Palm Desert Delegate: Mike Traidman, Mira Vista at Mission Hills HOA CLAC Liaison: Loni Peterson, PCAM, Keystone Pacific

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

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

Communications & PR Committee

Volunteer 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

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

Education Committee

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

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

26

Golf Committee

Quorum January, 2022

Wine Tasting Committee

By Holly Smith, CMCA, AMS, PCAM

C

ongratulations to Associa Desert Resort Management manager, Sierra Carr, who received her Professional Community Association Manager (PCAM) designation from CAI National on December 10th. Way to go, Sierra!

Also, there is a new management company in the Valley.

Premier Community Association Management (PCAM), a division of Buck Reynolds Corporation, opened December 1st on Cook Street in Palm Desert. Leading the new division are two veteran Coachella Valley managers, Vice President Rhonda Drews, PCAM, and Vice President Ashley Layton, PCAM. Rhonda is a past CAI-CV Director and currently chairs the CAI-CV Education Committee, and the Professional Managers Committee. She is also Co-Chair of the Chapter’s CLAC Legislative Support Committee. Ashley is serving on the 2022 Oktoberfest Committee. Congratulations to you both!

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

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

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

TOP-RATED LOCAL BUSINESSES AT YOUR FINGERTIPS!

Get the App

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

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Search by category for easy-to-find access for specific services.

3

Research company location, directions and contact information.

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

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27

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 January, 2022

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

FEATURE YOUR COMMUNITY JULY 2020

ON THE COVER JULY 202 0

PWLC II, INC LANDCARE MANAGEMENT EVERY COVER HAS A STORY.

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

TELL US YOURS!

DE ALING WI TH COVID-19 ST RE SS

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

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

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

For more information please contact us at (760) 323-9341 or email conniea@pwlc2.com

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29

FINANCE

Reading Financial Statements

The Balance Sheet Part 5 - Prepaid Expenses

By Jeremy Newman, CPA

Balance Sheet Part 5 – Prepaid Expenses is the 5th article 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. The fourth is in the December issue, page 32.

Prepaid Expenses A prepaid expense is an expense an association has paid in advance. It is an asset of the association. The most common prepaid expense is an association’s annual insurance premium.

WHAT CAUSES A PAYABLE TO OCCUR? Generally, prepaid expenses are recorded when an association has paid for something but has not yet received the benefit of the expenditure.

EXAMPLE: PREPAID INSURANCE Let’s assume your association has a calendar year end (December 31). Your association’s insurance policy period runs from August 1 of the current year (CY) to July 31 of the next year (NY). If your association pays the annual insurance premium of $12,000 in full on July 1, CY, how much will be recorded as an expense and a prepaid expense?

Since the annual premium is $12,000 and there are twelve months in the policy year, the expense for each month is $1,000 ($12,000 divided by 12 months). The expense for the current year will be for the period August 1 to December 31: five months. Five months at $1,000 per month equals $5,000 to be expensed in the current year. What about the other $7,000 of our $12,000 premium? We paid it all in the current year so why can’t we expense it all in the current year? The premiums paid this year that benefit the next year, through 30

Quorum January, 2022

the end of the policy period on July 31, will be expensed next year. For this year, we need to account for the $7,000 that benefits next year as prepaid insurance expense and present the account as an asset on the balance sheet.

WE ASK THE NEXT QUESTION A LOT BECAUSE IT IS SO IMPORTANT: What is your accounting basis?

• Cash basis: Revenues recorded when cash is received, expenses recorded when paid.

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

Under the cash basis of accounting, the full $12,000 insurance premium would be recorded as an expense when the premium is paid. Using the accrual basis of accounting, the insurance premium is expensed in the current year ($5,000) and in the next year ($7,000) per the analysis above.

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

INSURANCE

Tips for Saving on Homeowners' and Renters' Insurance Submitted By Meaghan Gaffney-Howe

W

hether you own or rent your home, insurance is essential to protect your property and household goods. Comparison shopping for the best rates will certainly save you some money, but you also can save by following these tips: Choose a higher deductible—increasing your deductible by just a few hundred dollars can make a big difference in your insurance premium.

Ask your insurance agent about discounts. Dead bolts, smoke and carbon monoxide detectors, security systems, storm shutters and fire-retardant roofing material are just some of the home safety features that can often lower your rate. You also may be able to get a lower premium if you are a long-term customer or if you bundle other coverage, such as auto insurance, with your provider. Some companies also offer senior discounts for customers who are older than 55 years.

Don’t include the value of the land when you are deciding how much coverage to buy. If you insure your house, but not the land under it, you can avoid paying more than you should. Even after a disaster, the land will still be there.

If you’re a renter, don’t assume your landlord carries insurance on your personal belongings. She or he likely doesn’t. Purchase a separate renters’ policy to be sure your property—like furniture, electronics, clothing and other personal items—is covered.

Don’t wait until you have a loss to find out whether you have the right type and amount of insurance. For example, many policies require you to pay extra for coverage for high-ticket items like computers, cameras, jewelry, art, antiques, musical instruments, and stamp and coin collections.

Furthermore, not all coverage will replace fully what is insured. An “actual-cash-value” policy will save you money on premiums, but it only pays what your property is worth at the time of loss (your cost minus depreciation for age and wear). “Replacement” coverage gives you the money to rebuild your home and replace its contents.

Finally, a standard homeowners’ policy does not cover flood and earthquake damage. The cost of a separate earthquake policy depends on the likelihood of earthquakes in your area. More information may be found at https://www.earthquakeauthority.com. Homeowners who live in flood-prone areas should take advantage of the National Flood Insurance Program at https://www.fema.gov/flood-insurance.

This article was submitted by Meaghan Gaffney-Howe, and edited from an article found on the CAI National database of copyright free articles.

"'REPLACEMENT' COVERAGE GIVES YOU THE MONEY TO REBUILD YOUR HOME AND REPLACE ITS CONTENTS."

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

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31

EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

December 17, 2021

Ask the Attorney Program

32

Quorum January, 2022

FRIDAY, DECEMBER 17, 2021

GUEST SPEAKERS ADRIAN ADAMS, ESQ. ADAMS|STIRLING, PLC

JEFF FRENCH, ESQ. GREEN BRYANT & FRENCH, LLP

SANDRA GOTTLIEB, ESQ., CCAL SWEDELSONGOTTLIEB

THANKS TO OUR

DECEMBER

PROGRAM SPONSORS MEMBERSHIP SPONSOR PRENDIVILLE INSURANCE AGENCY

EXHIBITOR BOOTH SPONSORS ADAMS STIRLING, PLC AMS PAVING, INC. AXELA TECHNOLOGIES, INC. BRS ROOFING CIT BANK CONSERVE LANDCARE DUNN-EDWARDS CORPORATION HARVEST LANDSCAPE ENTERPRISES METERNET NISSHO OF CALIFORNIA PACIFIC WESTERN BANK PRENDIVILLE INSURANCE AGENCY ROOF ASSET MANAGEMENT S.B.S LIEN SERVICES SEACOAST COMMERCE BANK SOCAL SHADE SAILS THREE PHASE ELECTRIC TINNELLY LAW GROUP UNITED PAVING CO.

HANDOUT SPONSOR EPSTEN, APC

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33

FEATURE

Safety in Crowded Environments

By Jamie Ridenhour

F

ollowing recent tragedies, ensuring safety in crowded environments has been on many people’s minds. Whether it’s a public event with thousands of attendees or simply an overcrowded store during a holiday sale, there are many steps that both individuals and event planners can take to minimize risk.

Following are some items to keep in mind when attending or being a part of an event with a large crowd. In general, the idea is to try to avoid hazardous situations, but to be prepared should you find yourself in one.

• The most important concept is awareness. Pay attention to what’s going on around you and to any disturbance that may be moving toward you • Know where the exits are and think about the easiest route to get to at least two of them • Avoid the most crowded areas, particularly if things seem to be getting out of control • Walk around crowds rather than pushing through them • If you are caught in a moving crowd, walk diagonally with the flow to work your way out • Leave early or late to avoid the rush

• Have a plan for where to meet should your party get separated

• Be careful of wasting breath screaming or yelling

• Pay attention to what other group members are wearing or take a group photo before the event

• Keep valuables in your pockets to avoid dropping anything and do not bend over

Preparation also applies to what you wear and what you take with you. Make safety and security a priority with some of the following tips.

• Don’t wear loose fitting clothing that can be pulled or stepped on • Wear closed toe, comfortable shoes with a good tread and keep them tied • Skip the jewelry, both to avoid theft and the need to bend down to look for a dropped item • Take only your ID and a single credit card and necessary cash • Carry your wallet or other important items in a front pocket • Use a close hanging purse and preferably one that hangs across your body or not carry a purse at all If you do find yourself in a crowd panic situation, try to stay calm and keep in mind some of the following suggestions.

• Put your arms up like a boxer’s defensive position to protect your head and chest

• If you do end up on the ground, get in the fetal position on your left side, which offers the most protection for your heart and lungs • Do not try to crawl in the midst of a mass of people We’ve covered a lot of tips to help individuals stay safe in a crowd, but much of the responsibility for safety comes initially from the event organizers.

As we’ve seen lately, planners have an ethical and legal responsibility to ensure as much safety as possible at an event.

Below are some of the most important considerations when planning for a crowded event.

• Have plenty of security personnel and ushers on hand • Be sure that ushers understand their customer-service role, while security personnel are responsible for keeping the peace and controlling the crowd • Security personnel should have an increased presence at check-in lines, or any other bottlenecks, which can quickly become chaotic

"WE’VE COVERED A LOT OF TIPS TO HELP INDIVIDUALS STAY SAFE IN A CROWD, BUT MUCH OF THE RESPONSIBILITY FOR SAFETY COMES INITIALLY FROM THE EVENT ORGANIZERS."

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Quorum January, 2022

MEET THE BOARD • Have easily visible signage to guide customers and attendees to: • EXITS!

Erin Klink

By Jay Jarvis, CMCA, CCAM

• Guest services • Where lines begin • Restrooms • Other important areas • Clearly indicate areas that are restricted or staff-only • Use fences or barriers to keep crowds moving efficiently • Exits and pathways should be well lit and free of obstructions • Clearly identify staff and security with shirts, vests, or other easily visible and identifiable means • Know the layout of the venue and try to understand how traffic will move, both under normal conditions and in an emergency • Have an emergency plan and make sure staff has easy access to it • Communicate with emergency services and first responders prior to any large event Neither event attendees or organizers can fully plan for every possible situation but understanding the risks inherent in crowded environments and taking some simple precautions can go a long way toward avoiding a catastrophic outcome.

Jamie Ridenhour is National Training and Compliance Manager for DSI Security Services’ company footprint. He is responsible for ensuring compliance with a multitude of federal and state regulatory mandates. He creates and administrates training and educational programs in 39 states. Jamie can be reached by email at jridenhour@dsisecurity.com or by phone at (334) 793-5720.

Erin Klink

Here is another article in the Quorum series, Meet the Board, introducing board members and committee chairs to CAI-CV members. This month, we interviewed newly elected board member Erin Klink, AVP, HOA & Lockbox Department Branch Operations Manager at Pacific Western Bank.

Erin will be serving as Secretary of

the CAI-CV Board.

Erin was born and raised in Twenty-Nine Palms, California, which makes her a desert native. She and her husband, Jordan, have three children: Derin (age eleven), Jayden (fourteen months), and Sidney (three months). She tells us, “Yes, you read that correctly, I have two infants under two years old!” As for hobbies, she cheerfully admits that she is too busy being a mom to have much spare time, but she enjoys camping and spending time with family.

Erin has a bachelor’s degree in Human Resource Management and has worked for Pacific Western Bank for 16 years. She started in the lockbox department as a data entry specialist and says that her greatest professional achievement has been becoming an AVP and moving into a management position.

Erin notes that she’s been told that her management style could best be described as collaborative. She adds, “I like to encourage all my employees to share their thoughts, concerns, suggestions, and solutions in order to help the bank grow.” Her greatest strengths are being patient and being a good listener. Erin says she strives to make her employees successful, and in turn, that makes the bank successful.

Erin joined CAI-CV because of its long relationship with Pacific Western Bank. She says, “When I took over the business development side of our desert HOA department, being involved with CAI-CV was a must!” She appreciates the effort that CAI-CV puts into HOA education for managers, board members, and business partners. Erin adds, “I am excited about being on the board and am looking forward to this opportunity!”

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

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35

FEATURE

Keeping Stress in Check During a Stressful Season Submitted By Sierra Carr, PCAM, on behalf of the Associa Desert Resort Management (DRM) Wellness Committee

I

n the Coachella Valley, where the temperature peaks at 115 degrees or higher during the summer months, we long for winter and cooler temps. The arrival of winter's beautiful weather brings heavy traffic, seasonal residents and often, budget season. Studies show high levels of stress affect not only your emotional equilibrium, but your physical health as well. How do you bring the calm and keep the calm during this hectic time of the year? Here are some helpful tips for successful stress management.

PRACTICE THE 4 A’S OF STRESS MANAGEMENT – AVOID, ALTER, ADAPT AND ACCEPT. Avoid unnecessary stress. This does not mean we avoid a stressful situation that needs to be resolved, but reducing the number of stressors in your life, if they can be avoided. Learn to say no and know your limits. Is the stress self-imposed?

Because most of us have Type A personalities, it's likely it is. Take a moment to ask yourself, is this really a reasonable reason to be stressed out?

Alter the situation. If you can’t avoid a stressful situation,

36

Quorum January, 2022

you can try to change the outcome by communication – express your feelings rather than bottling them up. If someone or a situation is bothering you, you should communicate your concerns in a respectful way. Chances are that the person you are approaching about the matter may also feel a sense of relief in clearing up any misunderstanding. Altering includes being willing to compromise, and finding the middle ground rather than digging in.

Adapt to the stressor. If you can’t change the situation that is causing stress, you can change how you approach it and regain control by simply changing your expectations and attitude. Recall the adage, you can’t control others, you can only control your reactions to them. Take a step back, and ask yourself how important this problem is in the long run, will it matter in a year from now? A month from now? If not, focus your energy and time on more important matters.

Accept the things you can’t change. While we can’t avoid stress in certain areas, we can cope by accepting things as they are. Acceptance may feel impossible, but in the long run, it’s easier than fighting what we cannot change. Learn to accept the fact that we live in an imperfect world and holding on to resentment only feeds negative energy. Sharing your feelings with a trusted friend or a professional can be extremely cathartic.

TAKE A BREAK AND EXERCISE. In addition to the four As, physical techniques should be practiced. We’ve all heard that exercise is one of the best ways to relieve stress. Even if you can’t make it to the gym on a regular basis, a walk around the block or the office during lunch makes a difference. Exercise is proven to improve your mood, not just your health. Studies show working up to twoand-a-half hours a week of moderately intense exercise such as a brisk walk is enough to make a difference. This is just 30 minutes a day, 5 days a week. Rather than sitting and watching

TIME HONORED

Loni Peterson, CCAM-LS, CMCA, AMS, PCAM

By Meaghan Gaffney-Howe, CMCA, AMS

"EVEN IF YOU CAN’T MAKE IT TO THE GYM ON A REGULAR BASIS, A WALK AROUND THE BLOCK OR THE OFFICE DURING LUNCH MAKES A DIFFERENCE." the morning news, enjoy a podcast and walk around the block. Focus on goals you can meet so you don’t give up and remember doing any exercise is better than none at all.

MAKE TIME TO CONNECT. Finally – make time for friends and for hobbies. I know it’s helpful to network with my coworkers and discuss the challenges faced during the season. Just about every one of my office neighbors is experiencing the same type of issues. We are a team and it’s helpful to hear how our coworkers handle certain challenges. Not to mention that refreshing feeling of not being alone with our individual experiences.

Taking time to connect with friends after work to unwind, is invaluable. Stay connected.

Article submitted By Sierra Carr, PCAM, on behalf of the Associa Desert Resort Management (DRM) Wellness Committee. Sierra Carr, CMCA, is the comptroller for Trilogy at La Quinta and works for FirstService Residential. She can be reached at (760) 702-3038 or by email at scarr@mytlq.com.

Loni Peterson has been in the common interest development (CID) industry for nearly 20 years. Since becoming a professional community manager 12 years ago, Loni has served the CID community – condominiums and PUDs - as an onsite manager, a portfolio manager, a senior community association manager responsible for training a new generation of managers, an executive Loni Peterson manager in charge of managers and assistant managers, and a general manager of large associations. Currently, Loni is employed by Keystone Pacific Property Management and is the General Manager of Solera Oak Valley Greens Association, a 55+ active adult community in Beaumont. Prior to commencing her vast experience as a community manager, Loni spent over seven years working with a developer handling numerous matters essential to the establishment of new homeowners' associations.

Loni credits fellow managers and CAI-CV members Gloria Kirkwood and Nena Rutherford as mentors who inspired her early on in her career as a community manager. Having originally joined CAI in 2006 as a Business Partner, Loni joined as a Manager Member in 2010, citing education and networking opportunities as the reason for joining. Loni has served the Chapter by volunteering for numerous committees, including Education, Professional Manager, Country Western Round-Up, Awards, Membership, CLAC, and the CLAC-PR Committees. She currently serves on the Chapter’s board of directors.

Loni has been a Coachella Valley resident since December of 2013. She describes herself as a homebody who just wants to relax on the weekends. Her favorite sayings are, “Work smarter, not harder,” and, “Be proactive instead of reactive.” She enjoys listening to any music except for country, and is the proud mother of two sons, ages 24 and 26. Her oldest son is high functioning autistic and lives with Loni, and her 24-year-old is currently serving in the Navy.

Loni, thank you for your membership in CAI-CV and for your dedication to the CID industry!

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

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37

WATER WISE

CVWD Adopts Groundwater Management Plans

By CV Water Counts

C

oachella Valley Water District (CVWD) has adopted the 2022 Indio Subbasin Water Management Plan Update and the 2022 Mission Creek Subbasin Alternative Plan Update.

The updates, adopted after a public hearing for each one, outline how local water managers plan to meet current and future water demands, sustainably manage groundwater, protect water quality and manage future costs.

Land use changes, projected growth, future water supplies, climate change and many other factors are considered in the plan updates, which look ahead to 2045. Water managers took a conservative approach to climate change, planning for lower State Water Project reliability and contributions to the Colorado River under the Drought Contingency Plan.

Groundwater management programs have replenished 4 million acre-feet of imported water into the Coachella

Valley Groundwater Basin. Over the past 10 years, groundwater levels have increased or stabilized over most of the Indio and Mission Creek Subbasins, and overdraft has been eliminated, a sign that the programs are working. The plan updates build on decades of work to sustainably manage the Indio and Mission Creek Subbasins.

State officials previously announced that the Coachella Valley Water Management Plan, submitted as an Alternative to a Groundwater Sustainability Plan for the Indio Subbasin, met the requirements of the Sustainable Groundwater Management Act (SGMA), the 2014 legislation designed to halt overdraft and bring groundwater basins into balanced levels of pumping and recharge. The 2013 Mission Creek/ Garnet Hill Water Management Plan, submitted as an Alternative for the Mission Creek Subbasin, also met the requirements. The state asked for

updates for both plans by January 1, 2022.

The Water Management Plan has guided local water management since the plan was first completed in 2002, and along with annual reports and the current update, will continue to guide management of the subbasins.

The Indio Subbasin Groundwater Sustainability Agencies are CVWD, Desert Water Agency (DWA), Coachella Water Authority, and Indio Water Authority. The Mission Creek Subbasin Management Committee includes CVWD, DWA and Mission Springs Water District.

The Indio Subbasin underlies the cities of Palm Springs, Cathedral City, Rancho Mirage, Palm Desert, Indian Wells, La Quinta, Indio and Coachella, and the unincorporated communities of Thousand Palms, Thermal, Bermuda Dunes, Oasis and Mecca. The Mission Creek Subbasin underlies the city of Desert Hot Springs.

To view the 2022 Indio Subbasin Water Management Plan Update, visit www.indiosubbasinsgma.org.

To view the 2022 Mission Creek Subbasin Alternative Plan Update, visit www.missioncreeksubbasinsgma.org.

38

Quorum January, 2022

CAI-CV

2022 CAI-CV EDUCATION 2022 Educational Lunch Programs & Mini Trade Shows (In Person) Managers receive one continuing education unit (1 CEU) for each class.

January 21, 2022, 11:30 AM (Friday) TOPIC: Laugh for a Change – Comedian Adam Christing (Sun City Palm Desert) February 18, 2022, 11:30 AM (Friday) TOPIC: Balcony Inspection Issues (Palm Valley) March 18, 2022, 11:30 AM (Friday) TOPIC: Solar Energy Systems (Palm Valley) April 22, 2022, 11:30 AM (Friday) TOPIC: Irrigation Issues - Latest Tech for Drought Management (Palm Valley) May 20, 2022, 11:30 AM (Friday) TOPIC: Pool Issues - A Deeper Dive (Sun City Palm Desert) June 17, 2022, 11:30 AM (Friday) New Tech, Solar & Electric Vehicles (Palm Valley) July 22, 2022, 11:15 AM (Friday) TOPIC: Budgeting Beyond the Basics (Sun City Palm Desert) August 19, 2022, 11:30 AM (Friday) TOPIC: Labor Law & Hiring Challenges (Sun City Palm Desert) September 16, 2022, 11:30 AM (Friday) TOPIC: Signs, Flags, Decor and More!

(Sun City Palm Desert) October 21, 2022, 11:30 AM (Friday) TOPIC: Legislative Update (Sun City Palm Desert) November 18, 2022, 11:30 AM (Friday) TOPIC: Compliance with Governing Documents (Sun City Palm Desert) December 16, 2022, 11:30 AM (Friday) TOPIC: Ask the Attorneys (Palm Valley)

Homeowner Leader Education BOARD MEMBER WORKSHOPS (Virtual in January/February) TUESDAYS, 9:00 A.M. TO 10:00 A.M. January 11, 2022 - Rules Enforcement February 8, 2022 Analyzing a Reserve Study March 25, 2022 Creating a Positive HOA Lifestyle

April 5, 2022 - Supporting Amenities May 10, 2022 - Proactive vs Reactive June 7, 2022 Best Practice Conduct for Meetings July 12, 2022 Fiduciary Duties for Board vs Manager August 9, 2022 Developer Transition Issues September 6, 2022 Annual Insurance Review October 4, 2022 Dealing with Difficult People November 1, 2022 Healthy Internal Clubs and Committees December 6, 2022 - Landscaping Pitfalls

Desert Cities HOA Council DESERT CITIES HOA COUNCIL PALM SPRINGS WEDNESDAYS, 10:00 A.M. TO 12:00 P.M. The DCHC will meet via Zoom for the first quarter of 2022, using the Cathedral City dates.

May 25, 2022 - Chaos and Politics in HOAs June 29, 2022 Managing Increasing Costs for Utilities July - Dark August – Dark September 28, 2022 Budgeting and Reserves October 26, 2022 Insurance – Finding the Proper Coverage November 16, 2022 HOA Legislative Review December - Dark DESERT CITIES HOA COUNCIL CATHEDRAL CITY (Virtual in January/February) THURSDAYS, 10:00 A.M. TO 12:00 P.M. January 20, 2022 Board Member Basic Training February 17, 2022 - HOA Crime & Safety March 17, 2022 Landscape Conversion Cost Analysis April 21, 2022 Make Your Community the Best

May 19, 2022 - Chaos and Politics in HOAs June 16, 2022 Managing Increasing Costs for Utilities July - Dark August – Dark September 15, 2022 Budgeting and Reserves October 20, 2022 Insurance – Finding the Proper Coverage November 17, 2022 HOA Legislative Review December – Dark

MANAGER EDUCATION (Virtual in January/February) Managers receive one continuing education unit (1 CEU) for each class.

Classes will be virtual.

January 7, 2022, 9:00 AM (Friday) TOPIC: Insurance Claims & Legal Considerations February 4, 2022, 9:00 AM (Friday) TOPIC: Tracking Maintenance & Infrastructure March 4, 2022, 9:00 AM (Friday) TOPIC: Managing Legislative & Regulatory Changes April 1, 2022, 9:00 AM (Friday) TOPIC: Analyzing Reserve Studies May 6, 2022, 9:00 AM (Friday) TOPIC: Creating a Positive HOA Lifestyle June 3, 2022, 9:00 AM (Friday) TOPIC: Annual Insurance Review July 8, 2022, 9:00 AM (Friday) TOPIC: Fair Housing Rules & Difficult People August 5, 2022, 9:00 AM (Friday) TOPIC: Debt Collections September 2, 2022, 9:00 AM (Friday) TOPIC: Professional Dress & Conduct October 7, 2022, 9:00 AM (Friday) TOPIC: Fiduciary Duties for Board vs Manager November 4, 2022, 9:00 AM (Friday) TOPIC: Rules Enforcement December 2, 2022, 9:00 AM (Friday) TOPIC: Planning HOA Meetings

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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

1 3 3 4 5 5 6 7 10 11 11 11 12 12 14 17 18 19 20 21

Tuesday

25

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

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

1 2 2 3 4 7 7 8 8 8 9-12

Thursday Monday

10 14

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 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

Wednesday 29

Educational Program & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting 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 DCHC Palm Springs

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

40

Quorum January, 2022

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

30

Legislative Support Committee

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

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

JULY

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

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 Wednesday

1 2 5 6 7 7 12 12 13 13 13 14

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 Education Committee

Wednesday 14 Thursday 15 Friday 16 Monday Tuesday Wednesday Thursday Friday Tuesday

19 20 21 22 23 27

Wednesday 28 Wednesday 28 Thursday 29

Wednesday Thursday Thursday Friday

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

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

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

1 1 1 2 2 2 3 4 7 7 9 9 11 14 15

Wednesday 16

16 17 17 18

Board Member Workshop (BMW) Business Partner Committee Membership Committee Quorum Committee Professional Managers Committee Homeowner Leader Committee Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Education Committee Wine Tasting Committee Veterans Day Golf Committee Executive Committee & CAI-CV Board Meeting DCHC Palm Springs

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

1 2 5 5 6 6 6 7 7 7 9 12 13

Wednesday 14 Wednesday 14 Friday 16 Tuesday Wednesday Monday Wednesday Thursday

20 21 26 28 29

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

2 3 4 4 5 9 9 10 10 11 11 13 16 17 17 18 20

Monday Wednesday Thursday Friday Tuesday

23 25 26 27 31

New Year’s Day Homeowner Leader Committee Quorum Committee Professional Managers Committee Awards Committee Programs Committee PR & Communications Committee Business Partner Committee Membership Committee Education Committee Wine Tasting Committee Manager On The Run (MOTR)(CEU) Martin Luther King Day Board Member Workshop (BMW) Bowling Committee Oktoberfest Committee Educational Program & Mini Trade Show (CEU) Golf Committee Volunteer Committee Legislative Support Committee 2022 Annual Awards Event 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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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

42

Quorum January, 2022

ID #51602732

ID #51602732

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

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

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www.prolandscapingca.com

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43

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

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CAI-CV’s Board Member Workshop (BMW)

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

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(for all members) (IN-PERSON)

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TOPIC: Insurance Claims & Legal Considerations WHEN: Friday, January 7, 2022, 9:00 a.m.

WHERE: Virtual via Zoom TOPIC: Rules Enforcement WHEN: Tuesday, January 11, 2022, 9:00 a.m.

WHERE: Virtual via Zoom TOPIC: Laugh for a Change WHEN: Friday, January 21, 2022, 11:30 a.m.

WHERE: Sun City Palm Desert CHANGE OF VENUE CAI-CV 2020 & 2021 Awards Combined & Monte Carlo Night

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TOPIC: Tracking Maintenance & Infrastructure WHEN: Friday, February 4, 2022, 9:00 a.m.

WHERE: CAI-CV Virtual via Zoom TOPIC: Analyzing a Reserve Study WHEN: Tuesday, February 8, 2022, 9:00 a.m.

WHERE: Virtual Via Zoom WHEN: Wednesday, February 9 through Saturday, February 12, 2022 WHERE: La Quinta Resort & Spa, La Quinta

Sponsorships Now Available for In-Person Events

CAI-CV’s Scholarship Social (for all members)

(for all members) (IN-PERSON)

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

WHEN: Thursday, February 10, 2022 WHERE: La Quinta Brewery, Palm Desert CAI-CV’s Educational Lunch Program & Mini Trade Show

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

TOPIC: Balcony Inspection Issues WHEN: Friday, February 18, 2022, 11:30 a.m.

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WHEN: Friday, February 25, 2022 WHERE: Virtual Via Zoom

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