CAI-CV April HOA Living 2022 by CAI-Coachella Valley Chapter

APRIL 20

COMMUNITY ASSOCIATIONS INSTITUTE | COACHELLA VALLEY CHAPTER

FEATURES 10 Spotlight Medallion Community - Victoria Falls 13 Chapter Angels 16 Demystifying the Balcony Bill, SB326 – a Wrap-Up 26 Saving on Energy Costs With Solar

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HOA Living | APRIL, 2022

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

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NEW AND RENEWING MEMBERS NEW BUSINESS PARTNER MEMBERS

CRT ROOFING CO.

Mr. Jorge Solano (909) 782-0352 jorgejr@crtroofing.com

LIFTMASTER - CHAMBERLAIN GROUP Mr. Kenny Potter (310) 713-8509 kenneth.potter@liftmaster.com

WHITNEY | PETCHUL

Mr. Dirk Petchul (714) 932-3475 dpetchul@whitneypetchul.com

RENEWING BUSINESS PARTNERS

OCBS, INC.

Mr. Mike Mastropietro (800) 834-2323 mike.mastropietro@ocbsonline.com

TWS FACILITY SERVICES Mr. Robert Besanson (888) 883-1915 (ext. 71) rbesanson@twsfs.com

NEW MANAGER MEMBERS

ASSOCIA DRM-PALM DESERT Ms. Karen Susette Brimhall (760)346-1161 kbrimhall@drminternet.com Ms. Melanie Jeanne Brown (760) 346-1161 mbrown@drminternet.com

HOA Living | APRIL, 2022

Ms. Karena Figueroa Luttmers (760) 346-1161 kluttmers@drminternet.com Ms. Evelyn Juarez (760) 346-1161 ejuarez@drminternet.com Ms. Amber Marie Libertini (760) 346-1161 alibertini@drminternet.com

DESERT HORIZONS OWNERS ASSOCIATION Ms. Kari Foster (818) 481-6492 kfoster@deserthorizons.org

THE MANAGEMENT TRUST, DESERT REGION

Ms. Nicki Mulvany (760) 776-5100 nicki.mulvany@managementtrust. com

RENEWING MANAGER MEMBERS ASSOCIA DRM-PALM DESERT Ms. Dana Brown, CMCA, AMS (760) 324-1873 dsb9861@yahoo.com

MILLENNIUM COMMUNITY MANAGEMENT, LLC Ms. Alison Posey, CMCA, AMS (760) 409-5498 alison@mcmiskey.com

RENEWING MANAGEMENT COMPANY MEMBERS

SHADOW MOUNTAIN FAIRWAY COTTAGES

Mr. Jason Cook Mr. Keith Fisher THE MANAGEMENT TRUST, DESERT Mr. Bill Heimkes REGION Mr. Dennis Panzer Mr. Damian Jenkins (760) 776-5100 (ext. 6317) damian.jenkins@managementtrust.com THE ENCLAVE AT LAS COLINAS, INC. Ms. Christina Vaca-Martinez

NEW VOLUNTEER LEADERS

Mr. Mark Milligan

CATHEDRAL CANYON COUNTRY CLUB HOA #9 Mr. David Pozzi Ms. Cindy Zehander

DESERT PRINCESS HOMEOWNERS ASSOCIATION Mr. Martin Backstrom Mr. Mark Brown

LA ROCCA CONDOMINIUM OWNERS ASSOCIATION Mr. David Slagle

LOS LAGOS HOMEOWNERS ASSOCIATION Ms. Gay Baker Mr. John Price Mr. Jim Turcott

PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION Mr. James Holmes

RENEWING VOLUNTEER LEADERS

LA ROCCA CONDOMINIUM OWNERS ASSOCIATION Ms. Cimberly Castellon Mr. Kevin Corrigan Ms. Amy Eirew Mr. Steven Fain Ms. Mary Hafner Ms. Gail Halverson Ms. Renee Hillier Mr. Brian Jaffe Ms. Marty Swiderski Mr. Michael Taber Ms. Patricia Werry Mr. Scott Werry

LOS LAGOS HOMEOWNERS ASSOCIATION Ms. Cynthia Campbell Mr. Dave Howard

SUMMERSET SPRINGS HOMEOWNERS ASSOCIATION Ms. Krista Burrell Mr. Anthony Duran Mr. Gary Lee Smith Mr. Bill Noren Mr. Paul Pope Ms. Ingela Sidhu

2022 HOA LIVING 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 (Ret.)

BRIAN BERCE

Golden Alliance Insurance CAI-CV

KIMBERLY BURNETT

EDUCATED BUSINESS PARTNER

DSI Security Services

SIERRA CARR, CMCA, AMS, CCAM, PCAM Associa Desert Resort Management

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

JAY JARVIS, CMCA, CCAM, AMS Albert Management, Inc.

FEATURES 10

Spotlight Medallion Community - Victoria Falls

Parc La Quinta HOA

Chapter Angels

ASHLEY LAYTON, PCAM, AMS, CMCA

Demystifying the Balcony Bill, SB326 – a Wrap-Up

Saving on Energy Costs With Solar

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

BRUCE LATTA, CMCA

Premier Community Association Management

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

JAMIE PRICER

Coachella Valley Water District

JASON SAVLOV, ESQ.

Adams | Stirling, PLC

CHRIS SIGLER, B.S.C.E, CDT

C.L. Sigler & Associates, Inc.

HOLLY SMITH, CMCA, AMS, PCAM

Associa Desert Resort Management

CREATIVE DIRECTOR & GRAPHIC DESIGNER RODNEY BISSELL

Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749 ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION admin@cai-cv.org SUBSCRIBER SERVICES

The Coachella Valley HOA Living 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 HOA Living are subject to editing and rewriting by the HOA Living Committee.

By Ashley Layton, PCAM

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

DEPARTMENTS CLAC UPDATE 15

CLAC NEWS By Jay Jarvis II, CMCA, CCAM, AMS

CLAC Legislative Support Committee (LSC) Update By Rhonda Drews, PCAM

WATER WISE 31

The Importance of a Well-Designed Irrigation System By CVWD

FINANCE 34

Fund Accounting for Community Associations – The Basics By Jeremy Newman, CPA

HOA LAW 36

Elections by Acclamation: New Law Provides Clarity on Uncontested Elections By Alex Sohal, Esq. CAI-CV.org

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Do you need a little deliciousness in your life? The HOA Living Committee is collecting recipes for upcoming issues. Send your favorites to RECIPES at HOALiving@cai-cv.org.

CAI-CV

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners

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

Julie R. Balbini, Esq., Fiore Racobs & Powers, A PLC Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Roxi K. Bardwell, Advanced Reserve Solutions, Inc. Rodney Bissell, Bissell Design Studios, Inc. Kimberly Burnett, DSI Security Services Linda Cardoza, Alliance Association Bank Will Cartwright, Cartwright Termite & Pest Control, Inc. Todd Chism, PatioShoppers Tiffany Christian, Epsten, APC Angel Christina, Delphi Law Group, LLP Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten, APC Julie Frazier, Frazier Pest Control, Inc. Elaine Gower, The Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, Harvest Landscape, Inc. Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., HOA Legal Services Megan Kirkpatrick, Kirkpatrick Landscaping Services 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.

HOA Living | APRIL, 2022

2022 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

New & Renewing Members

CAI-CV Educated Business Partners

Fiore Racobs & Powers, A PLC

President’s Message

MATT LAWTON, CIC, CIRMS PAST PRESIDENT

Have You Heard?

Business Partner Toolkit

Advertisers

Meet the Committee Chairs

Join a CAI-CV Committee

Committee Volunteer Form

Like & Follow Us on Facebook and Instagram

Corporate Sponsors

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

CHAPTER NEWS

JULIE R. BALBINI, ESQ. PRESIDENT-ELECT

Prendiville Insurance Agency

ERIN KELLY SECRETARY

Pacific Western Bank

Personalized Property Management

DAN FARRAR, CMCA, AMS DIRECTOR

FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

BRUCE LATTA, CMCA DIRECTOR

Parc La Quinta HOA

LILY ORTEGA DIRECTOR

Palm Desert Greens Country Club HOA

By Rhonda M. Drews, PCAM

Titanium Spotlight – Newman Certified Public Accountant, PC

CAI Annual Conference & Exposition Community Now

CAI-CV Annual Spring Golf Tournament

Tailgating at the Tee Box Friday, April 29, 2022, Sun City Palm Desert

Mira Vista at Mission Hills HOA

CLAC Virtual Legislative Week at the Capitol April 18-21, 2022

May 4-7, 2022, Orlando, FL

MIKE TRAIDMAN DIRECTOR

CAI Coachella Valley Office 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org

Professional Manager’s Report

UPCOMING EVENTS

Pro Landscaping, Inc.

LOUISE STETTLER DIRECTOR

By M.C. Evangelista

Marilyn Ramos By Jay Jarvis, CMCA, CCAM, AMS

STEVEN SHUEY, PCAM TREASURER

Tribute to Cameron Bridges

Scholarship Social – Trivia Night

CAI-CV Educational Lunch Program & Mini Trade Show

DeMISTifying Water Irrigation Issues in the Desert Friday, April 22, 2022, 11:30, Palm Valley Country Club

CAI-CV 2022 Calendar

Upcoming Events

Thursday, April 7th, La Quinta Brewery

CAL LOCKETT

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

PAST EVENT PHOTOS & SPONSORS 28

CAI-CV Educational Lunch Program & Mini Trade Show Powering Up HOAs – Are You in the Right Solar System? March 18, 2022

Meet the Management Companies March 11, 2022

CAI-CV.org

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@CAI-CV

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

For most of us, April is one of the busiest months of the year. Certainly, April brings an abundance of people to the Valley and that means more residents, guests, and more issues to resolve. Fortunately, CAI is here to help you cope. CAI’s outstanding “best practice” programming will give you the tools you will need to face April challenges with confidence. On Friday, April 1st, we have our next Manager on the Run (MOTR) via Zoom. Our guest speakers are Katie Stice, President & CEO, and Anne Blalock, Director of Business Development, both from the Rancho Mirage Chamber of Commerce. They will be presenting on creating a positive HOA lifestyle. Our next Board Member Workshop (BMW) will be held virtually via Zoom on Tuesday, April 5th, on the topic of supporting community amenities. Our guest speakers are Carl Weiss, CCAM-HR, General Manager of PGA West Master Association, and Steven Shuey, PCAM, retired from Personalized Property Management. On Thursday, April 7th, the Professional Managers Committee will hold its first Scholarship Social, a trivia night at La Quinta Brewery in Palm Desert. We hope you will all attend and help us raise money for the Carol A. Fulton Scholarship Fund benefiting managers who are working on their CAI designations. See ad on page 23. The California Legislative Action Committee (CLAC) will host its annual Legislative Week at the Capitol virtually beginning April 18th. Be sure to sign up for the meetings with Coachella Valley representatives on Tuesday, April 19th, from 11:30 a.m. to 2:00 p.m. For more information and to sign up, see ad on page 32. Our next Educational Lunch Program & Mini Trade Show will be on Friday, April 22nd and is titled “DeMISTifying Water Irrigation Issues in the Desert.” We will be at Palm Valley Country Club in April and our guest speakers are Jennifer Shimmin and Steve Bigley from Coachella Valley Water District. See ad on page 33. The Chapter’s annual Spring Golf Tournament will be held at Sun City Palm Desert on Friday, April 29th and is themed “Tailgating at the Tee Box” so you can expect delicious food and beverages from our 18 hole booth sponsors. Managers play for free! See ad on page 14. I would like to thank all of our committees for their diligent efforts to provide excellent programming in March. On March 4th, we had a combined BMW and MOTR on analyzing reserve studies taught by professional reserve analysts, Mallory Paproth (SCT Reserve Consultants, Inc.) and Roxi Bardwell, RS, PCAM (Advanced Reserve Solutions). Our thanks to Mallory and Roxi for another informative program. On March 11th, CAI-CV’s Business Partner Committee hosted the Chapter’s first “Meet the Management Companies” at The Classic Club. What an amazing event! The room was filled with association board members, managers, and business partners, who came to meet the senior management of the Valley’s top management companies. Our thanks to the ten management companies who participated. Our March Educational Lunch Program & Mini Trade Show was held at the Omni Rancho Las Palmas Resort & Spa in Rancho Mirage. The program entitled “Powering up HOAs - Are You in the Right Solar System” was well received and gained the highest possible survey results. Our thanks to guest speakers Matt McPherson (Renova Energy), Steve Tinnelly, Esq. (Tinnelly Law Group), and Ron Winkle (Roof Asset Management). Just a reminder that committee volunteers do all the work to provide you with our outstanding programs and events. If you would like to serve on a CAI-CV committee, fill out and return the form on page 43 or call the office at (760) 341-0559. All members are welcome to join one or more of the Chapter’s 15 committees. We are looking forward to seeing you in-person or on Zoom for our April events.

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.

HOA Living | APRIL, 2022

ADVERTISERS ASPHALT AMS PAVING IPS – INTERNATIONAL PAVING SERVICES

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ATTORNEYS FIORE RACOBS & POWERS, A PLC

AUDIT & TAX SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC

BANKING CIT POPULAR ASSOCIATION BANKING

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BUSINESS SERVICES Congratulations to Vanessa Landrum on earning her Certified Community Association Manager (CCAM©) designation with California Association of Community Managers in February 2022! Vanessa is the Director of Administrative Services with Associa Desert Resort Management. Congratulations to Paula Tapia on earning her Certified Community Association Manager (CCAM©) designation with California Association of Community Managers in February 2022! Paula is the Executive Vice President with Associa Desert Resort Management.

DESERT ARC

COMMUNITY MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT THE MANAGEMENT TRUST

2 38

CONSTRUCTION VANTAGE POINT CONSTRUCTION, INC.

CONSTRUCTION MANAGEMENT C.L. SIGLER & ASSOCIATES, INC.

DESIGN SERVICES BISSELL DESIGN

INSURANCE PRENDIVILLE INSURANCE AGENCY

LANDSCAPING

Expertise. Focus. Solutions.

CONSERVE LANDCARE PRO LANDSCAPING, INC. PWLC II, INC

25 21 46

PEST MANAGEMENT POWERFUL PEST MANAGEMENT

POOLS

Put the leading bank for community association management companies to work for you.

GARDNER OUTDOOR AND POOL REMODELING 6, 24

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ADVANCED RESERVE SOLUTIONS, INC. SCT RESERVE CONSULTANTS

Let’s get started.

RESTORATION SERVICES

Brendan Concannon VP, Regional Account Executive 619.261.6643 Brendan.Concannon@cit.com

Jolen Zeroski, CMCA VP, Regional Account Executive 213.604.1746 Jolen.Zeroski@cit.com

RESERVES

FLOOD RESPONSE

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ROOFING BRS ROOFING, INC. ROOF ASSET MANAGEMENT, INC.

47 21

BAI – BARCODE AUTOMATION, INC. CAI-CV.org

facebook.com/CAICV

47 @CAI-CV

Victoria Falls

By Ashley Layton, PCAM

A CAI-CV Medallion Community

ictoria Falls is a beautifully designed planned unit development (PUD), with gorgeous homes built on manicured streets that take you back to a calmer, gentler era. Developed by one of the Valley’s premier developers, Peter Solomon, Victoria Falls breaks from the traditional Valley neighborhood and offers dramatic estate sized homes on generous lots, surrounded by lovely landscaping and views of mountains in all directions. Victoria Falls is located in Rancho Mirage, off Gerald Ford Drive, west of Monterey Avenue. As you pass through the gated entrance, you are greeted with a beautiful waterfall and vibrant flower beds. You immediately know you are in a professionally managed community where pride of ownership is evident throughout. Once inside, the Valley’s hustle and bustle seem far removed. Here you’ll find time to share a patio lunch, capture with amazement the panoramic view of the mountains or perhaps enjoy a splashy celebration in your backyard pool. Combining value, quality and location are at the core of what Victoria Falls offers homeowners. This stunning community is adjacent to Mission Hills Country Club, a short drive to shopping and restaurants at The River, and close to Eisenhower Medical Center. Victoria Falls was built between 1998 and 2003 and has 338 semi-custom homes on lots ranging from 12,000 to 22,000 square feet. This upscale neighborhood has exquisitely appointed homes featuring professionally designed interiors that offer homeowners numerous floorplans including two guest house designs. The community is now fully built-out with family-friendly single-story and two-story homes ranging in size from 2633 to 5051 square feet. The homes are styled with early Californian luxury in mind. Most of the homes have casitas, attached two or three-car garages, golf cart garages, and private pools and spas. The amenities at Victoria Falls include four tennis courts, four pickleball courts, three basketball half-courts plus strategically placed green belts to ensure quiet privacy for residents. The HOA monthly assessments are $345 per month and include Spectrum cable and high-speed internet. Victoria Falls has an insightful board that has invested over $300,000 in capital improvements and has plans for more projects to maintain the community’s unique appeal to working 10

HOA Living | APRIL, 2022

professionals and their families. Director of Community Management for Powerstone Property Management, Michelle Lopez, CMCA®, AMS®, CCAM® said, “Victoria Falls homeowners take great pride in their community and are fortunate to have a dedicated board of directors and committee members who are focused on enhancing the development and improving home values.” The five-member board of directors is supported by five committees: architectural, emergency preparedness, finance, landscape, and social. For more information about Victoria Falls, contact Michelle Lopez, CMCA®, AMS®, CCAM®. Michelle can be reached directly at 760-4694315 or by email at mlopez@powerstonepm.com. Michelle gives credit to her team of professional advisors from CAI including Fiore Racobs and Powers, Prendiville Insurance Agency, Alliance Bank, Association Reserves, Conserve LandCare, Asphalt MD’s, Brabo & Carlsen, Patrol Masters, Cartwright Pest Control, Ivan’s Painting & Maintenance, and Signarama. Victoria Falls is one of CAI-CV’s newest Medallion Communities, an honor that is bestowed only on the Valley’s best managed HOAs who strive to run their communities according to CAI’s best practices. Victoria Falls was also awarded CAI-CV’s 2020 Community Association of the Year Award. Congratulations to Victoria Falls!

Ashley Layton, PCAM, is Vice President of Premier Community Association Management. She can be reached at (760) 345-2449 or by email at alayton@brcpcam.com. Our thanks to Michelle Lopez, CMCA, AMS, for contributing to this article.

CAI-CV.org

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HOA Living | APRIL, 2022

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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 - 2021 sponsorships to the Chapter. Please thank them and call on them when you have a need for their services.

GrandManor Alan Smith Pool Plastering Albert Management, Inc. Green Bryant & French, LLP Alliance Association Bank Harvest Landscape Horizon Lighting Inc. AMS Paving, Inc. LaBarre/Oksnee Insurance Agency, Inc. Asphalt MD's Pacific Western Bank BPR Inc. Patrol Masters, Inc. BRS Roofing Inc. Precision Pool Tile Cleaning C. L. Sigler & Associates, Inc. Prendiville Insurance Agency CIT Pro Landscaping, Inc. Conserve LandCare Rey Insurance Services, Inc. Delphi Law Group, LLP Roof Asset Management DSI Security Services Seacoast Commerce Bank Dunn Edwards Paints Securitas Security Services Eagle Roofing Products Sherwin-Williams Paint Company EmpireWorks Reconstruction and Painting Superior Roofing Fiore Racobs & Powers, A PLC The Management Trust Flood Response The Naumann Law Firm, PC Frazier Pest Control, Inc. Vantage Point Construction, Inc. Gardner Outdoor and Pool Vista Paint Corporation Remodeling Western Pacific Roofing

CAI-CV.org

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@CAI-CV

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FOURSOMES: $600 | SPONSORSHIPS AVAILABLE

HOA Living | APRIL, 2022

CLAC NEWS By Jay Jarvis CMCA, CCAM, AMS

he CAI California Legislative Action Committee (CLAC) delegates met in March via teleconference to begin plans to work with the California Legislature. Delegates for the Coachella Valley Mike Traidman and Clint Atherton were among those present. Each of the eight California chapters has two delegates that serve on CLAC. Because this is an election year, legislators haven’t introduced as much HOA related legislation as last year. However, CLAC continues to watch six bills. We will be providing you with updates on these as needed. Please keep an eye on your emails from CLAC in case we need you to contact your legislators as part of our ongoing grassroots advocacy efforts. CAI-CLAC’s Virtual Legislative Week at the Capitol is quickly approaching! We hope many CAI-CV members will join us April 18th through the 21st. The virtual event is FREE to attend, and the experience will be priceless! Each year, CAI members visit Sacramento to educate legislators on current issues affecting California’s 55,000 Community Associations. Attendees can join online briefing sessions with CAICLACs lobbyist, Louie Brown, to learn what new changes are on the horizon. Legislative visits will be held virtually with all eight CAI California Chapters and their local legislators, individually. These virtual visits are more important now than ever – and can be done in the comfort of your home or office. Come help us educate legislators, seek support for specific bills, and connect with your industry peers! For more information CLICK HERE.

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REGISTER FOR CLAC VIRTUAL LEGISLATIVE WEEK AT THE CAPITOL E.J. (Jay) Jarvis II, CMCA® CCAM® AMS® is a community manager with Albert Management, Inc. He served as past president of Lafayette Village Homeowners Association, and past president and on-site manager of Portola Palms Homeowners Association. Jay can be reached at jay@HOAOffice.net. CAI-CV.org

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Demystifying the Balcony Bill, SB326 – a Wrap-Up By Chris Sigler, B.S.C.E., C.D.T.

n October and November of 2021, CAI-CV’s Quorum magazine (now HOA Living) published articles to address the varying personalities of balconies and other types of exterior elevated elements (EEEs), and the common challenges that are being faced following the enactment of the “Balcony Bill.” In February of this year, CAI-CV’s Educational Lunch Program addressed this nagging topic even further, to demystify the process and help to set our Valley’s HOAs on solid ground.

PERSONALITIES AND CHALLENGES Balconies have a lot in common with all of us humans, and they can fail just like we all do from time to time. The Balcony Bill is designed to ensure safety, not just for balconies, but for all EEEs. Here are some of the most important takeaways that we presented at the February lunch program.

THE TOP 5 TAKEAWAYS:

Balconies are not the only EEE! - Despite the law’s nickname as the “Balcony Bill,” balconies are not the only EEE type included. EEEs include stairs, landings, and walkways.

As the photo illustrates, SB326 covers all of the different types of elevated structures and elements that are intended for human traffic that are built of wood and are more than six feet above the ground. That includes balconies, walkways, stairs, and landings. In many cases, stair treads are concrete, the stair supports are steel, and the railings are iron. When this is the case, the stairs are NOT subject to the legislation. Where the stairs arrive at a landing, and if that landing protrudes from the main building line and is constructed of wood, then it is subject to inspection under the law. This applies to ALL EEEs. From time to time, “Juliet” balconies exist that are usually constructed of steel and mounted onto the building. Despite the risks associated with this construction type, steel/metal “Juliet” balconies are NOT subject to the SB326 legislation.

Exterior Elevated Elements (EEEs) WOOD-FRAMED BALCONIES/DECKS, WALKWAYS, STAIRS AND STAIR LANDINGS THAT PROTRUDE FROM THE MAIN BUILDING LINE

Risk factors and ease of inspections vary - Some types of EEEs carry more risk that others – cantilevered are riskier than partial or no cantilevers. A closed soffit underneath is more problematic than framing that is open to view.

Destructive testing is not that destructive! Usually, inspections can be done with cameras (borescope) using small holes drilled which are later filled with round vent plugs after inspections – making future inspections easier.

1. BALCONIES ARE NOT THE ONLY EEE!

False fears of being forced to upgrade railings or other triggers – The inspection report is only submitted to the authorities if imminent dangers or safety issues exist, and does not trigger immediate action unless something is dangerous. Shortage of inspectors and the looming deadline of Dec. 31, 2024 – Find a way to do these inspections sooner rather than later. The shortage of inspection firms/professionals to help HOAs gain compliance is a reality.

HOA Living | APRIL, 2022

VARIOUS TYPES OF EEEs THAT ARE SUBJECT TO THE LEGISLATION

floor joists, H1.2 treated

Twice the depth of the balcony ("L") = black span

100 mm threshold if waterproof surface

cantilever span cantilevered balcony joists, H3.2 treated lapped and bolted to floor joists

2. RISK FACTORS AND EASE OF INSPECTIONS VARY Some EEEs carry more risk than others; for example, a “cantilevered” balcony is one that has no supports (posts) beneath it, and is hung from the building using framing that is embedded into the building structure by usually approximately twice the length of the balcony protrusion from the building. (See illustration above.) Further, an EEE that is “open-framed” from below is much easier to inspect and carries less risk, in that the inspector(s) can see all structural members, without claddings to hide any deficiencies or issues of structural concern. When a soffit (underside covering below the balcony) exists, testing must be done by either drilling holes or cutting slots at the soffit, to see into the structure of the EEE. The differences between EEEs and their ease of access to view the structural framing is illustrated here: “Testing” varies between all of the different types of soffits……open framed requires no removal of claddings unless something egregious is discovered!

3. DESTRUCTIVE TESTING IS NOT THAT DESTRUCTIVE! For any EEE that has a soffit (underside cover), a few small round holes are drilled, allowing the inspectors to place a borescope (camera) up into the hole to view and observe conditions of the joists that are supporting the balcony surface. The cameras will detect and document existing water stains, decay, or other structural issues of concern. Alternatively, the views may find dry, clean and solid joists and balcony plywood, which is what everyone hopes and wishes! In the desert, decay is less prevalent than other structural concerns such as warping, twisting, shrinkage, and other heat-related deficiencies.

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EXAMPLES OF THE TESTING PROCESS:

Destructive Testing – various methods can be deployed – Most Minimally invasive should be deployed unless absolutely necessary – some options are shown below:

2" HOLES DRILLED AT SOFFIT – WOOD OR STUCCO

SLOTS CUT AT SOFFIT – WOOD OR STUCCO

Borescope Inspections – The borescope camera is placed in the small hole, to see if any issues or damage exists in the joist cavities:

BORESCOPE PLACED IN THE DRILLED HOLE

DISPLAY PROVIDES ABILITY TO TAKE PHOTOS OR VIDEO

4. FALSE FEARS OF BEING FORCED TO UPGRADE RAILINGS OR OTHER TRIGGERS Elevated structures have guardrails or walls to maintain safety from falling, and over the years, codes have changed. Many clients say, “These rails have been worry-free and safe for 35 years without incident,” which is precisely their history and the true story of their complex. However, as codes have changed, so have the requirements for heights and spaces around railings. The good news is that while those railings might not meet current code, they clearly did at the time of construction and unless they are unsafe, they need not be upgraded, unless done so voluntarily. The only reportable, required upgrades

HOA Living | APRIL, 2022

IMAGE PRODUCED BY CAMERA

are those that involve safety, and if the railings are solid and in good working order and not unsafe, no work will be triggered as “required.”

5. SHORTAGE OF INSPECTORS AND DEADLINE OF DEC. 31, 2024 FOR COMPLIANCE The big challenge has been to find enough consultants – firms with S.E./Structural Engineers, who are available and familiar with the nuances of the legislation. Thankfully, here in the Valley the decayed wood from water damage is less prevalent and not common compared to many other climates, which reduces the risk of decayed components failing

MEE T T HE COMMIT T EE CHAIRS and injuring someone, compared to other wet climates such as in Northern California. Based upon the experiences throughout the state in the first half of the legislation’s five-year window of time for completion, the consultants have found that things are heating up and many consultants are booked out already. It would be a best practice to start early, before the rush. Once the availability of inspectors is squeezed further, the choices, options and pricing will become much more difficult and expensive. If you are financially able, the consensus recommendation is to get started sooner rather than later. The best advice that can be given is to get ahead of the rush and use this information to allay your fears and take the plunge – do your mandated inspections before the rush is on. Availability and pricing may be prohibitive at the end of the compliance window, and the process is not nearly as daunting and destructive as it may seem! Once the inspections are done and your reserve analyst synchronizes the information into your reserve study, your HOA will be set on a solid course toward safety and best practices for maintenance of your elevated structures. Chris Sigler is the president and owner of C.L. Sigler & Associates, Inc., a construction management and consulting firm that has exclusively served the HOA industry for 20 years. He is a civil engineer by trade, with 30 years of engineering and construction experience, and is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. Chris can be reached at (760) 469-3048 or by email at chris@siglercm.com.

Marilyn Ramos, Corporate Paralegal, Guralnick & Gilliland, LLP By Jay Jarvis, CMCA, CCAM, AMS

arilyn Ramos is a corporate paralegal for Guralnick & Gilliland, LLP. Marilyn serves as a co-chair for the HOA Living Magazine Committee. This interview is part of our continuing series introducing CAI-CV board members and committee chairs/ co-chairs to Chapter members. Marilyn was born and raised in New York City. She is proud of her Puerto Rican heritage and her large extended family. Her mother has 20 siblings, Marilyn Ramos and her father has 11 brothers and sisters, so family gatherings are exciting. Marilyn went to Cardinal Spellman High School in the Bronx and then went off to Syracuse University before wanderlust hit and she found herself in Dallas, Texas where she lived for ten years. She started her career as a paralegal in Palm Springs, first serving in the area of probate/trust administration and estate planning, and a few years later, she began working for Guralnick & Gilliland, LLP, as an HOA/corporate paralegal. In May, she will celebrate her 27th anniversary with the law firm! Marilyn told us, “I enjoy the variety of work HOA law provides. It can be like running a small city, so you deal with enforcement issues, maintenance issues, contracts, employment issues, governance, collections, etc. I take great pride in helping HOAs run efficiently.” All of Marilyn’s family are back in New York and New Jersey. She has a twin sister too and she is grateful that her 87-year-old mother is still alive and healthy. Marilyn lives in Cathedral City with her two adorable Westie Terrier dogs, Frida and Diego. Thankfully, they get along better than the counterparts for which they were named. Marilyn enjoys volunteering – and we are glad she serves on the HOA Living Magazine Committee. On a personal note, she is passionate about animals, politics and civil rights. She has dedicated many years to animal advocacy and fighting for women’s rights, voting rights, and LGBTQ rights. She is the administrator of a vegan group based out of Palm Springs which has close to 950 members. She organizes monthly meetups, potlucks, picnics, and restaurant outings. Marilyn is also involved with The L-Fund, a local non-profit organization that helps lesbians in need of financial assistance, education grants, health and wellness programs and grants for the arts. She currently serves as their board secretary. Marilyn has been involved with CAI-CV for almost three decades. She previously served on the Chapter board of directors and has chaired the Programs Committee. She was awarded Volunteer of the Year back in the early 2000’s. Marilyn hopes to continue doing her important work as an HOA paralegal for many more years to come! E.J. (Jay) Jarvis II, CMCA® CCAM® AMS® is a community manager with Albert Management, Inc. He served as past president of Lafayette Village Homeowners Association, and past president and on-site manager of Portola Palms Homeowners Association. Jay can be reached at jay@HOAOffice.net. CAI-CV.org

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T I TA N I U M S P O T L I G H T THANK YOU TO NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC FOR THEIR GENEROUS SUPPORT OF CAI-CV

Newman Certified Public Accountant, PC (Newman HOA CPA) provides audit and tax services to all types and sizes of community associations from master planned to mixed use, age restricted, golf/amenity associations, high rise condominiums and more. The CPA firm provides advice, audit services, tax planning and tax return services. The Newman HOA CPA team is made up of 40 dedicated audit specialists, tax specialists, and administrative professionals. Our firm greatly values the strong relationships we’ve built in the community association industry, and we are dedicated to staying involved. We attend industry events and provide education and guidance to clients and business partners. Our firm provides educational blogs, articles and presentations and has launched an accounting and tax education program for boards and managers, HOA CPA EDU. Our firm is a proud member and business partner of CAI-CV. We are looking forward to a healthy and exciting year ahead! If you would like more information, visit hoacpa.com or, you may contact our firm directly at contracts@hoacpa.com.

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A TRIBUTE TO

Cameron Bridges By M.C. Evangelista

Professional Manager’s Committee Report

e are all saddened by the untimely loss of longtime CAI-CV member, Cameron Bridges, on March 20, 2022. Cameron was an active member of CAI-CV for many years, serving on Chapter committees, on the leadership team, and representing his clients as a business partner and community manager. We will miss him very much. Cameron’s partner of ten years, Kevin Camarillo, wrote these words to share with us, “Cameron, was enthusiastic, caring, vivacious, passionate, and loving. A one-in-a-million man in every way. He knew how to make you laugh, and always knew the right things to say to lift your spirit. He was sometimes stubborn and loud, but he always meant well. He was a teddy bear with SO MUCH love to give. He had a heart of gold, and we will all miss him very much. Cameron, I know you’re with your mom and dad now, and you will watch over us through these hard times.” Associa Desert Resort Management is hosting a “Celebration of Life” for Cameron Bridges on April 4, 2022, from 4pm-7pm, at Desert Beer Company, 7777 Country Club Dr., Ste D, Palm Desert. Everyone is welcome. M.C. Evangelista is a Community Association Manager for Associa Desert Resort Management. She can be reached at (760) 346-1161 or by email at mevangelista@drminternet.com. 22

HOA Living | APRIL, 2022

By Rhonda M. Drews, PCAM

he Professional Manager’s Committee was established by the CAI-CV board a few years ago. Its mission is to promote community association management as a legitimate career and enhance the professionalism of the HOA industry. So far, the Committee has been successful in their endeavors. Some of those successes include a job fair to help promote our trade and attract others who might be interested in a career as a community manager. The Committee spearheaded a Case Study Preparation Course which was full of attendees eager to learn how to earn their Professional Community Association Manager (PCAM) designation. The Committee is always striving to raise funds for the Carol A. Fulton Scholarship Fundraiser Event, so they are once again holding a Trivia Night Fundraiser Event on April 7, 2022, at the La Quinta Brewery in Palm Desert. CLICK HERE to register: Most importantly, over the last few years, we have had a sub-committee working with College of the Desert (COD) in an effort to develop an AA Degree in Business with a Specialization in Community Association Management. There have been several meetings and brainstorming sessions to the point where COD was ready to push the registration out to the community as soon as this spring. Unfortunately, that was slightly premature for CAI National, so the sub-committee is still on task and working diligently with College of the Desert and CAI National to bring this to fruition. We will continue to keep you posted on our progress so those of you interested can enroll as soon as registration is open. Rhonda Drews, PCAM, is the Chair of the CAI-CV Professional Managers Committee. She is also Chair of the Chapter's Education Committee, and Co-Chair of the CLAC LSC Committee. Rhonda is Vice President of Premier Community Association Management. Rhonda can be reached at (760) 345-2449 or by email at rdrews@brcpcam.com.

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Scholarship Social

TRIVIA NIGHT Hosted by the CAI-CV Professional Managers Committee to Raise Funds for the CAI-CV Carol A. Fulton Scholarship Fund

THURSDAY, APRIL 7, 2022 5:30 – 7:00 PM La Quinta Brewery

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Saving on Energy Costs With Solar By Nate Otto

olar energy can be harvested in two ways. One is heat, think of the late 70’s hot water systems or presently we use direct heat gain to passively heat the water in swimming pools. The other is converting the energy in the photons the sun rains down on us into electricity. Photovoltaic is the correct terminology and the one we will explore further in this article. Photovoltaics has come a long way since Einstein received a Nobel prize for his discovery of the law of photoelectric effect in 1922. Preceding Einstein a young Edmond Becquerel was the first to discover the photovoltaic effect; he noted that solar cells reacted to sunlight. The first commercial panels were produced by GE in the 50’s. In the 70’s, solar-powered calculators and watches were commonplace. It took another four decades for solar to be cost effective and reliable for larger needs such as our homes and commercial buildings.

HOA Living | APRIL, 2022

Today solar energy is the leader into the transition from fossil fuels to renewable energy. Solar energy offers more than savings, by providing power at the point of use, it reduces the strain on the power grid and can greatly reduce the overall cost of infrastructure, especially in aging neighborhoods and homes in remote areas. Many HOA boards are seeing the application of solar energy for general power needs. Some of the most popular applications by HOA’s include shade

structures for parking lots, and using the rooftop of the clubhouse. Most HOA’s are not-for-profit so they don’t receive the tax credits associated with renewable energy. In those cases, HOA’s might choose a Power Purchase Agreement (PPA) with a solar provider, where they have little or no money out of pocket. The HOAs then make payments to the PPA provider at a reduced cost compared to the previous utility costs. Purchasing the solar system even without the tax savings saves much more in the long term, but the cash up front is equal to 8-12 times the cost of the electricity the system is expected to offset.

CLAC Legislative Support Committee (LSC) Update By Rhonda M. Drews, PCAM

An alternative to using solar is with solar lighting. Solar lights can be incorporated into shade structures, landscaping, and rooftops. The technology is now to the point where the solar battery, and lights are available in one self-contained unit. The lighting is as easy as simply installing the fixture where it is needed, turn it on and you're done. If the infrastructure is aging or just nonexistent in a particular area this is a very economical way to go. What to know: Quality matters and you get what you pay for. There are several companies with brand names you know making solar panels. Stay with those or certainly research what is being recommended. The cost fluctuates by 200%. The difference is in the quality of the panel and the warranty. You need the sun! Yes, they work in non-direct light, but they work a lot better with the panels pointed slightly to the south with little or no shade. This is especially true with self-contained landscape lighting that are typically designed for best case scenarios. Research a little further than the directions on the box or what a solar salesman tells you. Not that either are wrong but often there are multiple ways to accomplish the given goals, and you want to make sure that the option you are investing in is the right one for the long run. A well-designed system will last 25 years and have a warranty to match. It is important to work with a company/manufacturer that is well established, has the references and experience to stand behind the system, and that will be there to service the system in the years ahead if needed. Maintenance typically is very minimal, for most systems, it is a simple cleaning once or twice a year. Nate Otto is the Co-Founder and President of Hot Purple Energy in Palm Springs. Nate can be reached at (760) 322-4433 or by email at nate@hotpurpleenergy.com.

I know we are full of acronyms in our day-to-day lives as community association managers, but are you familiar with B.A.D.? B.A.D. stands for BUCK-A-DOOR! Never heard of it? Well let me tell you a little about this mighty important program…CAI’s California Legislative Action Committee’s (CLAC’s) Buck A Door program is just what it says, a request for $1.00 per door from each community association, each year. CAICV’s LSC Committee has a sub-committee assigned to researching just how to raise funds for this program. More importantly, to figure out how to educate community board members and community association managers of the importance of the program and why contributing is important. The Buck-ADoor funds go toward legislative advocacy and helps our legislative advocate oppose or support proposed legislation in Sacramento. If you are interested in supporting this cause and proposing it to your board(s), CAI-CV has literature you can include in the board packets that will help explain this important program. Please Click Here or scan the QR code to download the brochure and pledge form. Rhonda Drews, PCAM, is Co-Chair of CAI-CV’s CLAC Legislative Support Committee (LSC). She is Vice President of Premier Community Association Management. Rhonda can be reached at (760) 345-2449 or by email at rdrews@brcpcam.com.

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CAI- CV EDU CAT IONAL PRO GR AM & MINI T R ADE S HOW FR IDAY, MAR CH 18 , 202 2 OMNI R A N CHO L AS PAL MAS R ESOR T & S PA

POWERING UP HOAs - Are You in the Right Solar System? GUEST SPEAKERS Matt McPherson

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HOA Living | APRIL, 2022

The Importance of a Well-Designed Irrigation System By Coachella Valley Water District (CVWD)

Proper irrigation determines the health of your landscape, but other advantages deserve consideration as well. In general, the main objective is to promote the growth of healthy plants and maintain the right levels of moisture for the soil. Proper irrigation also helps the environment through water conservation and saves you money. Misdirected sprinklers can waste water and add unnecessary dollars to your water bill. One of the biggest advantages is that while the design and installation may be expensive up front, a system shouldn’t require much maintenance once it’s installed. The only real cost you’ll have is your water bill, which should be less now that you use water more efficiently. A well-designed system ensures that your grass and plants are getting the proper amount of water. In hotter seasons, an irrigation system can be the difference between dying plants, and having the best-looking yard in your neighborhood.

Coachella Valley Water District suggests the following: • Check your irrigation system monthly to ensure sprinklers are working properly and providing the right coverage •

Ask your gardener/landscaper to check your spray heads and rotors for leaks or blockages

• In late spring and early summer, it is important to maintain a regular irrigation schedule, especially for container plants • Monitor all systems closely. Summer is a dangerous time for irrigation issues to pop up. Early detection can prevent disasters. • Apply for a residential landscape rebate. For this and other rebates, visit CVWD.org/ rebates. Requires preapproval. CVWD offers residential customers free smart, weather-based irrigation controllers that automatically adjust your irrigation system’s run time base

on weather data. To apply click here. You can learn how they work by clicking this YouTube video link or by scanning the QR code above. Healthy soil and plants must be watered routinely at the appropriate times and rates. Early in the morning or shortly before nightfall are the best times for watering. You can use CVWD’s irrigation guide as a reference to adjust your irrigation monthly. Individual watering times may vary due to soil and other conditions. Gradually reduce the amount of water you’re using to find an adequate amount for your plants without being wasteful. Coachella Valley Water District is a public agency governed by a five-member board of treatment and reclamation services, regional storm water protection, groundwater management and water conservation. It serves approximately 108,000 residential and business customers across 1,000 square miles, located primarily in Riverside County, but also in portions of Imperial and San Diego counties. More information may be found at www.cvwd.org.

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April 19, 2022 Coachella Valley Chapter Legislative Session 11:30 am - 2:00 pm

April 18 – 21, 2022 Join Us Online!

CAI-CLAC VIRTUAL

Legislative Week AT THE CAPITOL 2022: FOR OUR HOMES, OUR COMMUNITIES, OUR FUTURE

#WeAreCAI

Come together virtually to help us educate legislators, seek support for specific bills, and connect with your industry peers.

#CLAC2022 REGISTER TO ATTEND HERE

AGENDA

During our 4-day virtual event, join CAI-CLAC’s lobbyist, Louie Brown and other California association homeowners, managers and business partners at briefing or visit www.tinyurl.com/CLAC2022 sessions to learn what new changes are on the horizon. MONDAY, APRIL Legislative 18, 2022visits will be CLICK ON TU, APRIL held 19th individually at 11:30 for with all eight CAI California Chapters, local legislators and their Opening Session: Coachella Valley Representatives staff.

Welcome with Bill Discussion and Strategy 8:00now AM –than 11:30 AM– and can be done in the These virtual visits are more important ever

caiclac.com Come together virtually to help us comfort of your home or office. Register or learn more at caiclac.com. California North Chapter (CNC) Legislative Session educate legislators, seek support 11:45 AM – 2:15 AM for specific bills, and connect with Bay area/Central California Chapter (BAY) your industry peers. Legislative session 2:30 PM – 5:00 PM

During our 4–day virtual event, join CAI-CLAC's lobbyist, Louie Brown, and other California Association homeowners, managers and business partners at briefing sessions to learn what new changes are on the horizon. Legislative visits will be held individually with all eight (8) CAI California chapters, local legislators and their staff. These virtual visits are more important now than ever – and can be done in the comfort of your own home or office. Register or learn more at calclac.com

#WeAreCAI | #CLAC2022

TUESDAY, APRIL 19, 2022 Channel Islands Chapter (CIC) Legislative Session 8:30 AM – 11:00 AM Coachella Valley Chapter (CV) Legislative Session 11:30 AM – 2:00 PM Greater Los Angeles Chapter (GLAC) Legislative Session 2:30 PM – 5:00 PM

WEDNESDAY, APRIL 20, 2022 Greater Inland Empire Chapter (GRIE) Legislative Session 8:30 AM – 11:00 AM Orange County Regional Chapter (OCRC) Legislative Session 11:30 AM – 2:00 PM San Diego Chapter (SDE) Legislative Session 2:30 PM –5:00 PM

THURSDAY, APRIL 21, 2022 Closing Session: Bill Debrief, 2021 Volunteer Awards and CAI National Update 8:30 AM – 11:30 AM 32

HOA Living | APRIL, 2022

CAI-CV EDUCATIONAL PROGRAM & MINI TRADE SHOW

Friday, April 22, 2022 Palm Valley Country Club

DeMISTifying Water Irrigation Issues in the Desert GUEST SPEAKERS

Jennifer Shimmin

Conservation Manager Coachella Valley Water District (CVWD)

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Water Conservation

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Where’s the Water Table?

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The Future of Water Availability

Steve Bigley

Director of Environmental Services Coachella Valley Water District (CVWD)

REGISTRATION – CLICK HERE Lunch and Trade Show Included 11:30 AM TO 1:15 PM $42 Members $52 Nonmembers & Walk-in Registrations Palm Valley Country Club 39205 Palm Valley Dr, Palm Desert

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Reading Financial Statements Series

Fund Accounting for Community Associations – The Basics By Jeremy Newman, CPA

FUND ACCOUNTING FOR ASSOCIATIONS – BASICS

HOW DOES MONEY GET INTO EACH FUND?

Whether preparing an annual budget or a reserve study, it is important to know how much money is available to spend and where the money is saved and recorded. Maintaining separate bank accounts for operating expenses or for reserves activities is both required by some statutes, and highly recommended. Having a bank account for each type of fund is a great place to start separating each fund’s financial activity. Fund accounting manages and allocates an association’s revenues and expenses, assets, liabilities, and equity. In a way, it’s like accounting for two entities within one set of financial statements, while keeping the activity and financial position of each separate.

An association levies and collects assessments from its members. Typically, billing and collections are accounted for in the operating fund. Per budget, associations contribute a portion of billed assessments to the reserves fund each month. Therefore, the operating fund retains monies collected from owners, net of amounts paid to the reserves fund. The operating fund will present accounts receivable from owners on its balance sheet, together with assessment revenue on its income statement. The contribution of assessments from the operating fund to the reserves fund will be presented as a reduction of assessment income or as a separate line-item expense, and as revenue on the reserves fund’s income statement.

"Having a bank account for each type of fund is a great place to start separating each fund’s financial activity. "

HOA Living | APRIL, 2022

WHAT ABOUT SPENDING? Each fund pays for its respective expenses by writing checks from either the operating or the reserves bank account. Expenses are recorded in the expense accounts designated for each fund. The operating fund pays and accounts for month-to-month expenses; while the reserves fund typically pays for expenditures for components documented in an association’s reserve study.

THOUGHTS Ensure all activity is accounted for in the correct fund. Try not to use one fund to pay for something on behalf of another fund. Account for revenues in the appropriate fund. You can reach Jeremy at (760) 206-4448 or by email at jeremy@hoacpa.com. More information about Newman Certified Public Accountant PC can be found at their website at www.hoacpa.com.

MASTER YOUR CAI BUSINESS PARTNER MEMBERSHIP

Introducing the NEW Business Partner Toolkit CAI business partners, you are essential. We think about you often and want to better understand your larger goals and how we can help. We're creating an experience to support and show you how to put your CAI membership to work.

VISIT THE NEW BUSINESS PARTNER TOOLKIT, DESIGNED IN PARTNERSHIP WITH CAI’S BUSINESS PARTNERS COUNCIL. CLICK HERE

• NEW Resources: Featuring best practices and strategies for networking, presentations, and attracting new clients. • Business Partner Essentials: Showcase your skills. CAI business partner designations that make our professionals stand out.

Find the Right Event for You: CAI chapter and headquarters events are the best way to make valuable connections that drive business success CAI-CV.org

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Elections by Acclamation:

New Law Provides Clarity on Uncontested Elections By Alex Sohal, ESQ.

A struggle many associations face is obtaining a quorum to hold a membership meeting and conduct a director election. Membership apathy and general disinterest have caused boards stress and results in money, time, and energy wasted. Meetings may have to be adjourned and boards may be left frustrated by the lack of legally compliant options available. In the past, most associations have fallen into what is arguably a grey area of the law regarding the ability to conduct an election by acclamation. Fortunately, the California legislature has enacted law that not only authorizes associations to conduct an election by acclamation, but also provides guidance on how such an election must be done.

acclamation without balloting. The second step is for the association to send out, via individual notice, a reminder between 7 and 30 days prior to the deadline for submitting nominations. This reminder must include the same information as the notice in step one, and must also include a list of the names of all the qualified candidates as of the date of the reminder. In addition to the above steps, within seven business days of receiving a nomination from a potential candidate, an association must provide a written or electronic communication acknowledging the nomination. Further, within seven business days of receipt of a nomination, an association must provide notice of whether the nominee is a qualified candidate “…THIS LAW WILL LIKELY ALLEVIATE SOME OF THE for the board of directors, or in the alternative, the nominee is not a DIFFICULTIES RELATED TO DIRECTOR ELECTIONS FACED qualified candidate for the board of directors. If the nominee is not BY ASSOCIATIONS THROUGHOUT THE STATE.” qualified, the communication must include the basis for disqualificaThe first step is that notice must be provided to the mem- tion and the procedure by which the nominee may appeal bership at least 90 days prior to the deadline for submitting the disqualification. The law allows for these two notices to director election nominations. This notice must be “individual be combined if the individual making the nomination and notice,” which is commonly accomplished via U.S. Mail or the nominee are the same person; otherwise, these must be e-mail. Furthermore, this notice must provide the number of separate communications. open board positions, the deadline for submitting nominaOne thing to note is that an association cannot conduct an tions, the manner in which nominations can be submitted, election by acclamation every year moving forward. This new and a statement informing members that if, at the close of procedure requires an association to conduct an election by the nominations period, there are the same number or fewer balloting every four years. In other words, if an association qualified candidates as there are open positions to fill. Then, conducted an election by ballot in 2021, the association is the board of directors may seat the qualified candidates by allowed to perform an election by acclamation in 2022, 2023,

HOA Living | APRIL, 2022

Alex Sohal, Esq. is an attorney with the law firm of Adams Stirling, PLC. He can be reached at (209) 299-6170 or by email at asohal@adamsstirling.com.

YOUR HOA CAN BE OUR NEXT COVER APRIL 2022

and in 2024, but must then revert to conducting an election by ballot in 2025. If the above steps have been taken and an association is left with less than or an equal number of qualified candidates to open seats, the board can move to consider the qualified candidates elected by acclamation at an open meeting of the board. The agenda for such a meeting must comply with all the typical open meeting act requirements and must also name each qualified candidate who will be seated by acclamation. The benefits of the new law to associations is that there is clarity with respect to whether an association can utilize the perks of an election by acclamation. Following these requirements places the association in a strong position to defend itself against any potential challenges by a disgruntled member. On the whole, while the law change does provide an association with alternatives to the quorum and voter apathy issues, it does extend the overall timeline for an election. Previously, an election could be conducted in approximately one hundred days. Unfortunately, this law extends the timeline by approximately 3 months, such that an association must begin the process 6 months ahead of the meeting date. Nevertheless, this law will likely alleviate some of the difficulties related to director elections faced by associations throughout the state. An association should update its governing documents to ensure harmony with the law.

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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 42

HOA Living | APRIL, 2022

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

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

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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 ..................................3:30 PM Education Committee ...........................................12:00 PM Golf Committee ....................................................12:00 PM HOA Living 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 Volunteer Committee ............................................12:00 PM Wine Tasting Committee .........................................3:30 PM

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

Educated Business Partner Course HOA Living Committee Professional Managers Committee Awards Committee MOTR/BMW 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 All Valley Meeting Educational Program & Mini Trade Show (CEU) Monday 21, 23, 25 CID Law Course (CEU) Wednesday 23 Volunteer Committee Tuesday 29 Executive Committee & CAI-CV Board Meeting Thursday 31 Legislative Support Committee

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

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

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

Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Business Partner Committee HOA Living Committee Professional Managers Committee Awards Committee Scholarship Social Golf Committee Homeowner Leader Committee Membership Committee Education Committee Wine Tasting Committee Bowling Committee CAI’s Virtual Legislative

Wednesday 20 Thursday 21 Friday 22 Tuesday

Wednesday 27 Thursday 28 Friday 29

MAY

Tuesday 3 Tuesday 3 Wednesday 4 Wednesday 4 Wednesday 4-7 Friday 6 Monday 9 Monday 9 Tuesday 10 Tuesday 10 Wednesday 11 Wednesday 11 Thursday 12 Friday 13 Friday 13 Friday 13 Monday 16 Tuesday 17 Wednesday 18 Thursday 19 Friday 20 Wednesday Thursday Monday Tuesday

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

25 26 30 31

1 1 2 3 6 6 7 7 8 8 9 10 13 14 14 15 17

Tuesday 21 Wednesday 22

Week in Sacramento Oktoberfest Committee DCHC All Valley Meeting Educational Program & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting Volunteer Committee Legislative Support Committee Annual Golf Tournament

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

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

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

HOA Living | APRIL, 2022

2022 CALENDAR

KEY: HOLIDAYS = RED CEU = GREEN COMMITTEE MEETINGS = BLUE Friday Tuesday

24 28

Thursday

JULY

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

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

Tuesday

Wednesday 27 Thursday 28

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

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

Wednesday 24 Thursday 25 Tuesday 30

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

Programs Committee PR & Communications Committee Homeowner Leader Committee Business Partner Committee HOA Living Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Golf Committee Board Member Workshop (BMW) 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 Tuesday Wednesday Wednesday Monday Monday

1 2 5 6 6 7 7 12 12

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

Tuesday Tuesday Wednesday Wednesday Thursday Friday

13 13 14 14 15 16

Monday Tuesday Wednesday Thursday Friday Tuesday

19 20 21 22 23 27

Wednesday 28 Thursday 29

Wednesday Thursday Thursday Friday

Oktoberfest Committee DCHC All Valley Meeting Legislative Support Committee Educational Program & Mini Trade Show (CEU) Wednesday 23 Volunteer Committee Thur-Fri 24-25 Thanksgiving Tuesday 29 Bowling Committee

Homeowner Leader Committee Membership Committee Education Committee Wine Tasting Committee DCHC All Valley Meeting Educational Program & Mini Trade Show (CEU) Golf Committee Bowling Committee Oktoberfest Committee Scholarship Social CAI Employment Fair Executive Committee & CAI-CV Board Meeting Volunteer Committee Legislative Support Committee

DECEMBER

OCTOBER

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

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

Monday Tuesday Wednesday Wednesday Wednesday Thursday Friday

17 18 19 19 19 20 21

Tuesday

Wednesday 26 Thursday 27 Friday 28

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

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

1 1 2 2 2 3 4 7 7 8 9 9 11 14 15

16 17 17 18

Board Member Workshop (BMW) Membership Committee HOA Living Committee Professional Managers Committee Homeowner Leader Committee Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Business Partner Committee Education Committee Wine Tasting Committee Corks for CLAC Wine Tasting Golf Committee Executive Committee & CAI-CV Board Meeting

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 HOA Living 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 Tuesday Wednesday Wednesday Thursday Monday Monday Tuesday Wednesday Wednesday Friday Monday Tuesday Tuesday Wednesday Friday

2 3 3 4 4 5 9 9 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 Business Partner Committee HOA Living Committee Professional Managers Committee Awards Committee Programs Committee PR & Communications 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

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CAI-CV UPCOMING EVENTS

APRIL

MAY

CAI-CV’s Manager on the Run

CAI National Conference

(For managers and assistant managers)

(For all members)

WHEN: Friday, April 1, 2022, 8:30 a.m. WHERE: Virtual Via Zoom

WHEN: Wednesday, May 4 – Saturday, May 7, 2022 WHERE: Rosen Shingle Creek, Orlando, Florida

CAI-CV’s Board Member Workshop (BMW)

(For board members)

WHEN: Tuesday, April 5, 2022, 9:00 a.m. WHERE: Virtual Via Zoom

TOPIC: Proactive v. Reactive WHEN: Tuesday, May 10, 2022, 9:00 a.m. WHERE: Virtual Via Zoom

CAI-CV’s Scholarship Social

CAI’s Community Association Manager (CAM) DAY

(For all members)

WHEN: Thursday, April 7, 2022, 5:30 p.m. WHERE: La Quinta Brewery, Palm Desert

CLICK ON EVENTS TO SIGN UP

(For managers and assistant managers)

WHEN: Friday, May 13, 2022, 8:30 a.m. WHERE: Villa Portofino, Palm Desert

CAI’s Virtual Legislative Week in Sacramento

Desert Cities HOA Council

(For all members)

WHEN: Tuesday, April 19, 2022, 11:30 a.m. (Meetings with Coachella Valley Reps.) WHERE: Virtual Via Zoom

(For board members)

WHEN: Thursday, May 19, 2022, 10:00 a.m. WHERE: Virtual Via Zoom (contact: Tammy_walls@yahoo.com)

Desert Cities HOA Council

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

(For board members)

(For all members)

WHEN: Thursday, April 21, 2022, 10:00 a.m. WHERE: Virtual Via Zoom (contact: Tammy_walls@yahoo.com)

TOPIC: Pool Issues – A Deeper Dive WHEN: Friday, May 20, 2022, 11:30 a.m. WHERE: Sun City Palm Desert

CAI-CV’s Educational Lunch Program & Mini Trade Show (For all members)

2022 Marketing Plan CLICK HERE

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

TOPIC: Irrigation Issues - Latest Tech for Drought Management WHEN: Friday, April, 22, 2022, 11:30 a.m. WHERE: Palm Valley Country Club

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CAI-CV’s Annual Spring Golf Tournament (For all members)

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CAI-CV April HOA Living 2022

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