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Coachella Valley Community Associations Institute Magazine
DECEMBER 2015
CAI-CLAC 2015 Accomplishments
Recipe Traditions from the Quorum Committee
CAI-CV’s Legislative Update & Mini Trade Show
Mardi Gras Annual Awards Event
INSIDE
愀洀猀瀀愀瘀椀渀最⸀挀漀洀㠀 ⸀㌀㔀㜀⸀ 㜀匀攀爀瘀椀渀最 愀氀氀 漀昀 匀漀甀琀栀攀爀渀 䌀愀氀椀昀漀爀渀椀愀 猀椀渀挀攀 㤀㠀℀
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CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV2 3
Water-use restrictions are now in effect
Drought penalties go into effect with July water billsMandatory restrictions include:
Have questions? We are here for you, give us a call at (760) 398-2651.Visit www.cvwd.org Stay connected with us!
Do not irrigate outdoors during or within 48 hours of measurable rainfallIncreased water budget for over-seeding is eliminated
CVWD will continue to prioritize working with customers to quickly resolve violations. After a written warning, customers will be liable for fines on their bill starting at $50. For a complete list of restrictions and recommendations, visit www.cvwd.org/CVsaving36
Repair broken sprinklers within 24 hours, fix leaks as soon as possible
Do not wash down driveways, patios or sidewalks
Hose must be equipped with a shutoff nozzle to wash vehicles and windows
x
2Tier
Customers are being asked to limit Tier 2 water use to 36% below their water budget
Darren Bevan, ESQ.CAI-CLAC 2015 ChairMr. Bevan presently serves as a Delegate to the Community Associations Institute – California Legislative Action Committee and serves as its Chair, having previously served as its Vice Chair and Legislative Chair. In addition, he is a past President, Secretary and Director of the Board
for the California North Chapter of Community Associations Institute. He also serves on the teaching faculty for the California Association of Community Managers.
Darren Bevan is a partner with the law firm of Baydaline & Jacobsen LLP. The focus of Mr. Bevan’s practice is representing and advising homeowners associations and commercial associations. Mr. Bevan provides general counsel and litigation services for common interest developments throughout Northern California. He has extensive experience in advising boards and interpreting, enforcing, amending, and preparing governing documents. For many years he has lectured on common interest developments at various forums throughout California.
Mr. Bevan graduated from the University of the Pacific, McGeorge School of Law, where he received his Juris Doctor. He holds a Bachelor of Arts degree from the University of California at Davis. Since graduating, Mr. Bevan has returned to McGeorge School of Law as a guest lecturer.
In addition to his admission to the California State Bar, he is admitted to practice in the United States District Court for the Eastern, Northern, and Central Districts of California, the United States Court of Appeals for the Ninth Circuit, and the Supreme Court of the United States.
SKIP DAUMCAI-CLAC AdvocateSkip Daum interned for two lobbyists in Sacramento, after 10 years in the USAF as an instructor navigator. In 1978 he started his own advocacy firm, Capitol Communications Group.
His degree in English from Emerson College in Boston, accompanied by his ability to be both a personable and effective communicator with legislators and staff, has enabled him to consistently achieve his clients’ legislative goals. CAI has been a client of Skip’s since 1994. In September 2011, Skip was selected to serve as a Board Director for the Foundation for Community Association Research (FCAR).
What is CLAC?The California Legislative Action Committee (CLAC) is a volunteer committee of the Community Associations Institute (CAI) consisting of homeowners and professionals serving community associations. CAI is the largest advocacy organization in America dedicated to monitoring legislation, educating elected state lawmakers, and protecting the interests of those living in community associations in California.
About the Organization • Is a non-profit, non-partisan committee comprised of
two Delegates and one Liaison from each of the eight CAI California chapters.
• Represents 13 million homeowners and property owners in more than 50,000 associations throughout California
• Is comprised of association homeowners, board members and the professional business partners that serve them.
• Is NOT a PAC (Political Action Committee) and makes no financial campaign contributions.
• Depends solely on the donations of the community associations, their boards of directors and those who serve HOA members.
CLAC’s MissionTo safeguard and improve the community association lifestyle and property values by advocating a reasonable balance between state statutory requirements and the ability and authority of individual homeowners to govern themselves through their community associations.
CAI-CLAC 2015 ACCOMPLISHMENTS
888.909.7403916.550.9488 faxwww.caiclac.com
1809 S StreetSuite 101-245
Sacramento, CA 95811Management Companies
& Homeowner AssociationsRiverside County, San Bernardino County, Imperial County.
Contact us to recieve additional
information at1-800-711-9910Email:[email protected]
We Install All Types Of Fencing
Lic# 717249
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV4 5
CONTENTS
BOARD OF DIRECTORS COACHELLA VALLEY CHAPTER 2015
TAD BLACK, PRESIDENTAssocia OnCall
CHRISTINA BAINE DEJARDIN, ESQ., PAST PRESIDENT
Peters & Freedman, LLP
GERARD GONZALES, PRESIDENT ELECTAlbert Management, Inc.
PHYLLIS HARKINS, TREASURERPalm Desert Country Club Association
LESLEE CICOGNA, SECRETARYDesert Resort Management, an Associa Company
RHONDA DREWS, DIRECTORDesert Resort Management, an Associa Company
MATT LAWTON, DIRECTORPrendiville Insurance Agency
PAULA TAPIA, DIRECTORDesert Resort Management, an Associa Company
ROB WINKLE, DIRECTORWestern Pacific Roofing
CAI Coachella Valley Office 41-905 Boardwalk, Suite A-2
Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443
Website: www.cai-cv.org
CAL LOCKETTExecutive Director [email protected]
The materials contained in this publication are designed to provide our members with accurate, timely and authoritative information with regard to the subject covered. 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, nor do we have the facilities or the personnel to do so. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.
ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION
FEATURES
10 CAI-CLAC 2015 Accomplishments
34 Recipe Traditions from the Quorum Committee
CHAPTER EVENTS
14 CAI-CV’s Legislative Update & Mini Trade Show November 20, 2015
20 Mardi Gras Annual Awards Event
CHAPTER NEWS
9 CAI-CV Chapter New & Renewing Members
40 Chapter Upcoming Events
10
14 20
34
QUORUM COMMITTEE MEMBERS
FRAN MULLAHY, CHAIRVintage Associates, Inc.
PHYLLIS HARKINS, CMCA, CCAM, CO-CHAIRPalm Desert Country Club Association
DEA FRANCKEpsten Grinnell & Howell
ERIN FUJIOKAG4S Secure Solutions USA
ANTOINETTE HAMILTONSuntrek Solar
DIANNA HENDERSONAssocia Desert Resort Management
LAURIE S. POOLE, ESQ. CCALPeters & Freedman, LLP
STEVEN SHUEY, PCAM, CCAMPersonalized Property Management
DAN STITESCBCI Construction
KYMBERLI TAYLOR-BURKEO’Connell Landscape
JOHN WALTERS-CLARKNPG/Nelson Paving and Grading
MARGARET “GEN” WANGLER, ESQ. CCALFiore Racobs & Powers
TIFFANY GOFF, CCAMThe Management Trust-Desert Division
CREATIVE DIRECTOR & GRAPHIC DESIGNER
RODNEY BISSELLBissell Design Studios Inc. [email protected]
(714) 293-3749
SUBSCRIBER SERVICESThe Coachella Valley Quorum Magazine is a publication expressly prepared for association
leaders, managers and related business professionals of the Community Associations Institute. Members
are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the
Quorum Committee.
DEPARTMENTS
8 President’s Message
16 Charity The Spirit of the USO – Annual Gala
& Dinner By Tiffany Goff, CCAM
18 Water Wise We all need to conserve during drought
By Heather Engel
19 Time Honored Jim Lewis
By Fran Mullahy, Vintage Associates
24 Meet the Leadership Committee Chair
Fran Mullahy By Erin H. Fujioka
26 Platinum Spotlight Sunshine Landscape
29 About CLAC CLAC Advocacy Update November 2015
30 Homeowners Association Law Social Media and Your Association
By James R. McCormick, Jr., Esq., CCAL
31 Trending Now Twitter.com
By Antoinette Hamilton
32 Maintenance Capture the Sun’s energy to “WARM”
your community pool and collect a “COOL CA$H” rebate from the State! By Dave Mourhess
Tweet• Add a link
• Include a call to action
• Add a follow button to
website, blog, etc.
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV6 7
CONTENTS
WESTERN PACIFICRoofing Corporation
Since 1949
“Complete Roofing Services”Repairs • Re-roofing
Roof Inspection • Maintenance ProgramsPolyurethane Foam • Built-up • Tile • Patios
3462 La Campana Way, Palm Springs, CA 92262Phone (760) 416-5877 Fax (760) 320-8912
FIND US ONLINE AT www.westpacroof.com
Contractors Lic. # 235717
16
18 19
26
29
32
30
31
24
CAI-CV Chapter New & Renewing Members
CHAPTER NEWS
NEW BUSINESS PARTNER
ALOHA BIN CLEANINGJames Raguindin (760) 625-4963 [email protected]
DESERT BBQ CLEANINGSteven Koffler (760) 902-0507 [email protected]
LOCAL’S CHOICE PRINTING AND DIRECT MAILGreg Jones (760) 904-5125 [email protected]
RENEWING BUSINESS PARTNERS
CONSERVE LANDCARETeri Gonzalez (760) 343-1433 [email protected]
FARLEY INTERLOCKING PAVERSCharissa Farley (760) 773-3960 [email protected]
GOTHIC GROUNDS MANAGEMENTKellan Falconieri (602) 305-3690 [email protected]
M & M SWEEPING, INC.Richard Juge (760) 343-3003 [email protected]
RUDY’S TERMITE AND PEST CONTROL, INC.Rudy Garza (760) 775-7216 [email protected]
VANTAGE POINT CONSTRUCTION, INC.Brittany Smith (760) 200-0563 [email protected]
WESTERN EXTERMINATOR COMPANYKerry Bolle (714) 305-1443 [email protected]
NEW MULTI-CHAPTER MEMBERSHIPS FOR BUSINESS PARTNERS
A-ONE CONSTRUCTIONAlex Oleinikov (510) 347-5400 [email protected]
ASSOCIATION RESERVES, INC.Paige Daniels (800) 733-1365 [email protected]
NAUTILUS GENERAL CONTRACTORS, INC.Annie Vongphosy (858) 939-1525 [email protected]
RENEWING MULTI-CHAPTER MEMBERSHIPS FOR BUSINESS PARTNERS
ALANTE INSURANCE PROGRAMSStephen Grane (949) 679-7131 [email protected]
DIVERSIFIED ASPHALT PRODUCTS, INC.Lou Moreno (714) 449-8666 [email protected]
DURAMAX BUILDING PRODUCTS Viken Ohanesian (323) 728-3023 [email protected]
HAR-BRO CONSTRUCTIONJoanna Velarde (619) 398-0200 [email protected]
PAINTING UNLIMITED, INC.Jackie Fromdahl (714) 380-9796 [email protected]
PRIMECO Chris Erickson (760) 473-6327 [email protected]
REY INSURANCE SERVICES, INC.Mike Rey (949) 487-9661 [email protected]
UNITED PAVING CO.Tracie Moran (714) 739-2200 [email protected]
RENEWING MANAGER MEMBERSHIPS
ALBERT MANAGEMENT CORPORATIONKyle Albert (760) 346-9000 [email protected]
ASSOCIA DESERT RESORT MANAGEMENTBrooke Ancheta, CMCA, AMS (760) 346-1161 [email protected]
Maria Enriquez, CMCA, AMS (760) 346-1161 [email protected]
Sharron Badham, PCAM (760) 393-5211 [email protected]
CLUB CIRCLE EAST RESORTSusan Percival (760) 767-5944 [email protected]
CAI-CV MISSION STATEMENT
The mission of CAI-CV is to provide leadership for successful development and operation of community
associations through information, research and education.
THE MADISON CLUB OWNERS ASSOCIATIONAndrea Fidler (760) 391-4564 [email protected]
James Brown, CMCA, AMS, PCAM (760) 396-6652 [email protected]
MORNINGSIDE COMMUNITY ASSOCIATIONMichele Abdelnour (760) 328-3323 [email protected]
MOTORCOACH COUNTRY CLUB PROPERTY OWNER ASSOCIATION, INCCarla Boosalis (760) 342-4215 [email protected]
Dawn Schultz (760) 863-0789 [email protected]
OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATIONClinton Atherton, CMCA, AMS, PCAM (760) 328-3834 Ext. 244 [email protected]
SUNNYSIDE ESTATES HOMEOWNERS ASSOCIATIONMichael Maler (760) 347-4781 [email protected]
THE RESERVE COMMUNITY ASSOCIATIONJulie Reese, CMCA (760) 674-2242 [email protected]
THE RITZ-CARLTON, RANCHO MIRAGEElizabeth Faler, CMCA (760) 202-2170 [email protected]
NEW VOLUNTEER LEADERS
SUNNYSIDE ESTATES HOMEOWNERS ASSOCIATIONThies Lemke
RENEWING VOLUNTEER LEADERSMartin Stone
INDIAN PALMS COUNTRY CLUB HOMEOWNERS ASSOCIATION #9Helga Dille Nancy Goulston
SUN CITY PALM DESERT COMMUNITY ASSOCIATIONAnne Leach Bobbi Hoffman Charlie Thompson Dennis Golob Jack Drill Mike Joyce Steve Bailey
PLATINUM _______AMS PavingAsphalt MDsAssocia Desert Resort ManagementEmpireWorksEpsten Grinnell & HowellFiore Racobs & PowersNPG Nelson PavingPacific Western BankPeters & Freedman, L.L.P.Signarama Sunshine LandscapeUnited PavingWestern Pacific Roofing
GOLD ____________Conserve LandCareDiversified Asphalt ProductsFlood ResponseHar-Bro Emergency & RestorationPopular Association BankingVintage Associates
SILVER ___________1 Stop Pool ProsAll Counties Fence and SupplyAMS SecurityBlue Sky LandscapeCBCI ConstructionG4S Secure Solutions USAMutual of OmahaPowerful Pest ManagementPrendiville Insurance AgencyUnion Bank Homeowner Association Services
BRONZE _________Animal Pest ManagementCoachella Valley Water DistrictDesert Properties Light MaintenanceDunn-Edwards CorporationFrazier Pest ControlHorizon LightingKeystone Pacific Property ManagementLaBarre/Oksnee Insurance AgencyO’Connell Landscape MaintenancePainting UnlimitedS.B.S. Lien ServicesSERVPRO Indian Wells/Palm SpringsSherwin-Williams Paint CompanySilldorf & Levine Tinnelly Law GroupVista Paint Corporation
2015 CORPORATE SPONSORS
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV8 9
FROM THE CHAPTER
President’s MessageTad Black, Associa OnCall, CAI-CV Chapter Board President
I know this is a cliché question…..but WHERE did this year go? It feels like just a moment ago we were ringing in 2015 and here we are again, ready to start a new year.
It has truly been a whirlwind of a year. As president, I’ve learned a lot, met many new friends and busi-ness associates, dealt with some “interesting” issues and started some new trends. I want to express my sincere gratitude for having been given the honor of serving as your chapter president this past year. While I feel like there was so much more I wanted to accomplish, I am very proud of our chapter and the progress we made this year. I did not always do things the traditional way but I had the wise counsel of our amazing board of directors and our executive director to help keep me reasonably in-check. Thank goodness for that! I am sure that every president enters the end of the year feeling that more could have been done but I look forward to seeing all the great things that our next president, Gerard Gonzales, and his team have in store for the chapter next year.
Thank you to all who attended our BMW workshop earlier this month, as well as the Holiday Open House and toy drive. Compared to many, we are very blessed. It is always a wonderful gift to give back to those who are less fortunate. Thank you to our Business Partner Committee for putting on another great event supporting The Christmas Store to get us started celebrating the holiday season!
Just a quick reminder to all our business partners and management company Corporate Sponsors that we will begin accepting 2016 Sponsorship & Advertising Plans on Friday, December 18. Also on the 18th, you won’t want to miss our last Educational Program Lunch & Mini Trade Show at Palm Valley Country Club. Registration begins at 11:30. We will be inducting our new directors, hearing about our chapter’s accomplishments in 2015 and getting a peek at our 2016 plans. On Friday, January 8, we will hold our first Program Lunch & Mini Tradeshow in 2016 at Palm Valley Country Club. The chapter is bringing in a special guest speaker from Washington. Julie Adamen is a nationally recognized speaker, facilitator and trainer in community association management. CAI’s M205 course on Risk Management will be offered on January 21 and 22 in Santa Ana. And, for our attorney members, you won’t want to miss the CAI Law Seminar in New Orleans on January 28th through 30th.
As we close out another year, I want to say THANK YOU to all those who have contributed to the success and advancement of our chapter this year. You are all wonderful! And, to all of our members, I wish you a joyous holiday season and wish you a prosperous and healthy new year!
All the best,
Tad Black Director of Maintenance Services, Associa OnCall
Darren Bevan, ESQ.CAI-CLAC 2015 ChairMr. Bevan presently serves as a Delegate to the Community Associations Institute – California Legislative Action Committee and serves as its Chair, having previously served as its Vice Chair and Legislative Chair. In addition, he is a past President, Secretary and Director of the Board
for the California North Chapter of Community Associations Institute. He also serves on the teaching faculty for the California Association of Community Managers.
Darren Bevan is a partner with the law firm of Baydaline & Jacobsen LLP. The focus of Mr. Bevan’s practice is representing and advising homeowners associations and commercial associations. Mr. Bevan provides general counsel and litigation services for common interest developments throughout Northern California. He has extensive experience in advising boards and interpreting, enforcing, amending, and preparing governing documents. For many years he has lectured on common interest developments at various forums throughout California.
Mr. Bevan graduated from the University of the Pacific, McGeorge School of Law, where he received his Juris Doctor. He holds a Bachelor of Arts degree from the University of California at Davis. Since graduating, Mr. Bevan has returned to McGeorge School of Law as a guest lecturer.
In addition to his admission to the California State Bar, he is admitted to practice in the United States District Court for the Eastern, Northern, and Central Districts of California, the United States Court of Appeals for the Ninth Circuit, and the Supreme Court of the United States.
SKIP DAUMCAI-CLAC AdvocateSkip Daum interned for two lobbyists in Sacramento, after 10 years in the USAF as an instructor navigator. In 1978 he started his own advocacy firm, Capitol Communications Group.
His degree in English from Emerson College in Boston, accompanied by his ability to be both a personable and effective communicator with legislators and staff, has enabled him to consistently achieve his clients’ legislative goals. CAI has been a client of Skip’s since 1994. In September 2011, Skip was selected to serve as a Board Director for the Foundation for Community Association Research (FCAR).
What is CLAC?The California Legislative Action Committee (CLAC) is a volunteer committee of the Community Associations Institute (CAI) consisting of homeowners and professionals serving community associations. CAI is the largest advocacy organization in America dedicated to monitoring legislation, educating elected state lawmakers, and protecting the interests of those living in community associations in California.
About the Organization • Is a non-profit, non-partisan committee comprised of
two Delegates and one Liaison from each of the eight CAI California chapters.
• Represents 13 million homeowners and property owners in more than 50,000 associations throughout California
• Is comprised of association homeowners, board members and the professional business partners that serve them.
• Is NOT a PAC (Political Action Committee) and makes no financial campaign contributions.
• Depends solely on the donations of the community associations, their boards of directors and those who serve HOA members.
CLAC’s MissionTo safeguard and improve the community association lifestyle and property values by advocating a reasonable balance between state statutory requirements and the ability and authority of individual homeowners to govern themselves through their community associations.
CAI-CLAC 2015 ACCOMPLISHMENTS
888.909.7403916.550.9488 faxwww.caiclac.com
1809 S StreetSuite 101-245
Sacramento, CA 95811
AB 1448 (LOPEZ) – PERSONAL ENERGY CONSERVATION – CLOTHESLINES
AS INTRODUCED: The bill renders void any provi-sion in the governing documents of a community association which prohibits or unreasonably restricts the use of clotheslines or drying racks. (Clotheslines are seen as more environmentally sound than gas or electric clothes dryers.) As introduced, it would have allowed clotheslines or drying racks anywhere on a lot or in a unit.
POSITION: Seek to amend
RESULT: Passed with CLAC’s amendments and signed by the Governor, to be effective 1/1/16.
INDUSTRY IMPACT: Community associations cannot prohibit or restrict the use of clotheslines or drying racks in backyards designated for the owner’s exclu-sive use. However, because of CLAC’s efforts, they may restrict their use in front and side yards, and on bal-conies. Associations may also prohibit drying clothes and towels on balconies, railings, awnings, and other parts of structures. These do not qualify as clothes-lines or drying racks because of CLAC’s amendments.
AB 596 (DALY) – DISCLOSURE OF FHA AND VA CERTIFICATION
AS INTRODUCED: The Federal Housing Administra-tion (FHA) will not insure a loan to purchase a condo-minium unit unless the entire condominium project is pre-certified. The Veterans Administration (VA) has a similar regulation. AB 596 requires that community associations disclose to members whether they are certified by the FHA and VA. As introduced, the bill would have obligated associations to advise members as soon as reasonably practicable of any change in the status of FHA or VA certification.
POSITION: Seek to amend
RESULT: Passed with CLAC’s amendments and signed by the Governor, to be effective 7/1/16. Accomplishments 2015
INDUSTRY IMPACT: Condominium projects will be required to add two additional pages to their annual
budget report, using specific language to disclose whether they are FHA or VA certified. However, they will not be required to monitor certification status or to report changes in between annual budget reports, as a result of the amendments secured by CLAC.
AB 349 (GONZALEZ) – ARTIFICIAL TURF
AS INTRODUCED: AB 349 renders unenforceable provisions in governing documents that prohibit, or effectively prohibit, “artificial turf or any other syn-thetic surface that resembles grass.” But associations may still apply their landscaping rules, if they are consistent with the bill’s overall requirements.
POSITION: Oppose
RESULT: Passed and signed by the Governor as urgency legislation. The new law became effective 9/4/15.
INDUSTRY IMPACT: Although associations cannot prohibit artificial turf, they still may require own-ers to obtain approval to install it if the governing documents so provide. Associations should establish guidelines for the use of artificial turf, to assist own-ers in submitting their applications. CLAC’s efforts in past years allowed associations to preserve the right to review applications and create reasonable guidelines.
AB 786 (LEVINE) – FINES FOR FAILURE TO IRRIGATE IF RECYCLED WATER USED
AS INTRODUCED: In 2014, legislation passed which prohibited associations from fining owners for reducing or eliminating irrigation during a drought, but excepted from the prohibition associations that use recycled water. AB 786 would have modified the exception, by allowing associations to fine only if all irrigation, for both individual lots and common area, used recycled water.
POSITION: Seek to amend
RESULT: Passed with CLAC’s amendments and signed by the Governor as emergency legislation, effective 10/11/15.
WHAT IS CLAC?
The California Legislative Action Committee (CLAC) is a volunteer committee of the Community Associations Institute (CAI) consisting of homeowners and profes-sionals serving community associations. CAI is the largest advocacy organization in America dedicated to monitoring legislation, educating elected state law-makers, and protecting the interests of those living in community associations in California.
ABOUT THE ORGANIZATION
• Is a non-profit, non-partisan committee com-prised of two delegates and one liaison from each of the eight CAI California chapters.
• Represents 13 million homeowners and prop-erty owners in more than 50,000 associations throughout California.
• Is comprised of association homeowners, board members and the professional business partners that serve them.
• Is NOT a PAC (Political Action Committee) and makes no financial campaign contributions.
• Depends solely on the donations of the commu-nity associations, their boards of directors and those who serve HOA members.
CLAC’S MISSION
To safeguard and improve the community association lifestyle and property values by advocating a reason-able balance between state statutory requirements and the ability and authority of individual homeown-ers to govern themselves through their community associations.
Darren Bevan, ESQ.CAI-CLAC 2015 ChairMr. Bevan presently serves as a Delegate to the Community Associations Institute – California Legislative Action Committee and serves as its Chair, having previously served as its Vice Chair and Legislative Chair. In addition, he is a past President, Secretary and Director of the Board
for the California North Chapter of Community Associations Institute. He also serves on the teaching faculty for the California Association of Community Managers.
Darren Bevan is a partner with the law firm of Baydaline & Jacobsen LLP. The focus of Mr. Bevan’s practice is representing and advising homeowners associations and commercial associations. Mr. Bevan provides general counsel and litigation services for common interest developments throughout Northern California. He has extensive experience in advising boards and interpreting, enforcing, amending, and preparing governing documents. For many years he has lectured on common interest developments at various forums throughout California.
Mr. Bevan graduated from the University of the Pacific, McGeorge School of Law, where he received his Juris Doctor. He holds a Bachelor of Arts degree from the University of California at Davis. Since graduating, Mr. Bevan has returned to McGeorge School of Law as a guest lecturer.
In addition to his admission to the California State Bar, he is admitted to practice in the United States District Court for the Eastern, Northern, and Central Districts of California, the United States Court of Appeals for the Ninth Circuit, and the Supreme Court of the United States.
SKIP DAUMCAI-CLAC AdvocateSkip Daum interned for two lobbyists in Sacramento, after 10 years in the USAF as an instructor navigator. In 1978 he started his own advocacy firm, Capitol Communications Group.
His degree in English from Emerson College in Boston, accompanied by his ability to be both a personable and effective communicator with legislators and staff, has enabled him to consistently achieve his clients’ legislative goals. CAI has been a client of Skip’s since 1994. In September 2011, Skip was selected to serve as a Board Director for the Foundation for Community Association Research (FCAR).
What is CLAC?The California Legislative Action Committee (CLAC) is a volunteer committee of the Community Associations Institute (CAI) consisting of homeowners and professionals serving community associations. CAI is the largest advocacy organization in America dedicated to monitoring legislation, educating elected state lawmakers, and protecting the interests of those living in community associations in California.
About the Organization • Is a non-profit, non-partisan committee comprised of
two Delegates and one Liaison from each of the eight CAI California chapters.
• Represents 13 million homeowners and property owners in more than 50,000 associations throughout California
• Is comprised of association homeowners, board members and the professional business partners that serve them.
• Is NOT a PAC (Political Action Committee) and makes no financial campaign contributions.
• Depends solely on the donations of the community associations, their boards of directors and those who serve HOA members.
CLAC’s MissionTo safeguard and improve the community association lifestyle and property values by advocating a reasonable balance between state statutory requirements and the ability and authority of individual homeowners to govern themselves through their community associations.
CAI-CLAC 2015 ACCOMPLISHMENTS
888.909.7403916.550.9488 faxwww.caiclac.com
1809 S StreetSuite 101-245
Sacramento, CA 95811
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV10 11
FEATUREFEATURE
INDUSTRY IMPACT: Generally, associations are still prohibited from fining owners for underwater-ing during a drought. AB 786 clarifies the exception to this rule: associations may fine owners, if those owners receive recycled water and fail to use that recycled water for irrigation. CLAC’s amendment modified the bill’s language to provide that owners who have recycled water available for irrigation can be required to use it.
AB 1335 (ATKINS) – BUILDING HOMES AND JOBS ACT
AS INTRODUCED: AB 1335 would establish a $75 surcharge on documents recorded with a County Recorder (except for documents recorded in con-nection with the transfer of residential property). The funds would be used for affordable housing.
POSITION: Seek to amend
RESULT: Bill stalled in the Assembly and will be considered next year as a two-year bill.
INDUSTRY IMPACT: The $75 surcharge would affect community associations and owners. When seeking to collect past-due assessments, asso-ciations typically record several documents, and record several more as owners are able to bring their assessments current. The costs are borne by the owners who are struggling to pay their assess-ments and keep their homes, or by the associations, which may already be facing a budget shortfall. CAI supports affordable housing, but a surcharge on recorded documents impacts the people the bill seeks to help. CLAC will continue its efforts to mod-ify this funding source if the bill is active in 2016.
SKIP DAUM
CAI-CLAC Advocate Skip Daum interned for two lobbyists in Sacramento, after 10 years in the USAF as an instructor navigator. In 1978 he started his own advocacy firm, Capitol Commu-nications Group.
His degree in English from Emerson College in Boston, accompanied by his ability to be both a personable and effective communicator with leg-islators and staff, has enabled him to consistently achieve his clients’ legislative goals. CAI has been a client of Skip’s since 1994. In September 2011, Skip was selected to serve as a board direc-tor for the Foundation for Community Associa-tion Research (FCAR).
AB 1448 (LOPEZ) – PERSONAL ENERGY CONSERVATION – CLOTHESLINESAS INTRODUCED: The bill renders void any provision in the governing documents of a community association which prohibits or unreasonably restricts the use of clotheslines or drying racks. (Clotheslines are seen as more environmentally sound than gas or electric clothes dryers.) As introduced, it would have allowed clotheslines or drying racks anywhere on a lot or in a unit.
POSITION: Seek to amend
RESULT: Passed with CLAC’s amendments and signed by the Governor, to be effective 1/1/16.
INDUSTRY IMPACT: Community associations cannot prohibit or restrict the use of clotheslines or drying racks in backyards designated for the owner’s exclusive use. However, because of CLAC’s efforts, they may restrict their use in front and side yards, and in balconies. Associations may also prohibit drying clothes and towels on balconies, railings, awnings, and other parts of structures. These do not qualify as clotheslines or drying racks because of CLAC’s amendments.
AB 596 (DALY) – DISCLOSURE OF FHA AND VA CERTIFICATIONAS INTRODUCED: The Federal Housing Administration (FHA) will not insure a loan to purchase a condominium unit unless the entire condominium project is pre-certified. The Veterans Administration (VA) has a similar regulation. AB 596 requires that community associations disclose to members whether they are certified by the FHA and VA. As introduced, the bill would have obligated associations to advise members as soon as reasonably practicable of any change in the status of FHA or VA certification.
POSITION: Seek to amend
RESULT: Passed with CLAC’s amendments and signed by the Governor, to be effective 7/1/16.
CLAC Accomplishments 2015INDUSTRY IMPACT: Condominium projects will be required to add two additional pages to their annual budget report, using specific language to disclose whether they are FHA or VA certified. However, they will not be required to monitor certification status or to report changes in between annual budget reports, as a result of the amendments secured by CLAC.
AB 349 (GONZALEZ) – ARTIFICIAL TURFAS INTRODUCED: AB 349 renders unenforceable provisions in governing documents that prohibit, or effectively prohibit, “artificial turf or any other synthetic surface that resembles grass.” But associations may still apply their landscaping rules, if they are consistent with the bill’s overall requirements.
POSITION: Oppose
RESULT: Passed and signed by the Governor as urgency legislation. The new law became effective 9/4/15.
INDUSTRY IMPACT: Although associations cannot prohibit artificial turf, they still may require owners to obtain approval to install it if the governing documents so provide. Associations should establish guidelines for the use of artificial turf, to assist owners in submitting their applications. CLAC’s efforts in past years allowed associations to preserve the right to review applications and create reasonable guidelines.
AB 786 (LEVINE) – FINES FOR FAILURE TO IRRIGATE IF RECYCLED WATER USEDAS INTRODUCED: In 2014, legislation passed which prohibited associations from fining owners for reducing or eliminating irrigation during a drought, but excepted from the prohibition associations that use recycled water. AB 786 would have modified the exception, by allowing associations to fine only if all irrigation, for both individual lots and common area, used recycled water.
POSITION: Seek to amend
RESULT: Passed with CLAC’s amendments and signed by the Governor as emergency legislation, effective 10/11/15.
INDUSTRY IMPACT: Generally, associations are still prohibited from fining owners for underwatering during a drought. AB 786 clarifies the exception to this rule: associations may fine owners, if those owners receive recycled water and fail to use that recycled water for irrigation. CLAC’s amendment modified the bill’s language to provide that owners who have recycled water available for irrigation can be required to use it.
AB 1335 (ATKINS) – BUILDING HOMES AND JOBS ACTAS INTRODUCED: AB 1335 would establish a $75.00 surcharge on documents recorded with a County Recorder (except for documents recorded in connection with the transfer of residential property). The funds would be used for affordable housing.
POSITION: Seek to amend
RESULT: Bill stalled in the Assembly and will be considered next year as a two-year bill.
INDUSTRY IMPACT: The $75 surcharge would affect community associations and owners. When seeking to collect past-due assessments, associations typically record several documents, and record several more as owners are able to bring their assessments current. The costs are borne by the owners who are struggling to pay their assessments and keep their homes, or by the associations, which may already be facing a budget shortfall. CAI supports affordable housing, but a surcharge on recorded documents impacts the people the bill seeks to help. CLAC will continue its efforts to modify this funding source if the bill is active in 2016.
CAI-CV IS GRATEFUL TO THE ASSOCIATIONS WHO PARTICIPATED IN THE 2015 BUCK-A-DOOR CAMPAIGN
If you are interested in participating in our 2016 campaign, call the office at 760-341-0559 or go online to CAICLAC.COM.
Las Colinas HOA
Montage at Mission Hills HOA
Desert Braemar, Inc.
Indian Creek Villas HOA
Palm Desert Resorter HOA
Master Association of Rancho La Quinta
The Springs Community Association
Palm Desert Country Club Association
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV12 13
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Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV14 15
EVENTS EVENTS
SPEAKERS
Adrian Adams, Esq. from Adams Stirling
Laurie Poole, Esq. from Peters & Freedman, LLP
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CAI-CV’s LEGISLATIVE UPDATE & MINI TRADE SHOW
C. Adrian Adams, Esq.A. Laurie Poole, Esq.
A. B. C.
B. Mayor Weber
On Wednesday, November 11, 2015, in conjunction with
Veterans Day, The Management Trust – California Desert Division, held its 2nd Annual Gala & Dinner supporting the Bob Hope USO of Palm Springs. The Bob Hope USO of Palm Springs opened in December of 2006 at the Palm Springs International Airport and pro-vides a convenient sanctuary for ser-vice men and women traveling to and from the base to destinations nation-ally and around the world. All of their services are free of charge to active-duty and retired military men and women and their eligible dependents.
By Tiffany Goff, CCAM | The Management Trust – California Desert Division
As a non-profit run relief effort, the USO office relies on volunteers from across Southern California to assist in feeding and providing support to the thousands of active military service men and women, as well as their families.
On Veterans Day, The Management Trust put on a magnificent event, held at Agua Caliente Resort and Casino in Rancho Mirage. The ballroom decor was fit for a movie set, with Red, White, & Blue adorning everything from the table linens to the lighting on the wall. No one entering the ballroom could miss the love for this great country and those who serve to keep us FREE!
A huge THANK YOU goes out to the committee members that worked diligently on putting together such a fantastic fundraising event.
The event hosted 33 tables, each represented by at least one active military officer and one retired service man or woman. President and CEO of The Management Trust, Bill Sasser, emceed for the evening, and, if you know Bill Sasser, he did not disap-point. Martini in hand, and on his birthday (of all days), he entertained those present and, along with his co-host for the auction, Ginger Jeffries of KMIR 6 News, helped in raising
ALL OF THEIR SERVICES ARE FREE OF CHARGE TO ACTIVE-DUTY AND RETIRED MILITARY MEN AND
WOMEN AND THEIR ELIGIBLE DEPENDENTS.
The Spirit of the USO – Annual Gala & Dinner
approximately $25,000 for the USO. Congressman Raul Ruiz, MD., of
the 36th District of California, was a guest speaker and extended his appre-ciation for the Veterans, not only in the Valley, but in the building. He spoke of his timely meeting of a valet attendant at the hotel that told his story of his service to our country, and the support the USO offered to his family while he was deployed. The USO of Palm Springs believes that families serve alongside the many great men and women in active duty.
As an added bonus the USO Show Troupe, while on their Veterans Day tour across the country, performed
for our expansive audience. The USO Show Troupe is part of an American tradition that goes back 70 years to its beginnings in the muddy camp shows of the South Pacific. They perform a diverse repertoire of morale-boosting musical entertainment for active duty military, their families, veterans and patriotic Americans everywhere. With a little extra glimmer in my eyes and a full heart, my appreciation for Ameri-can tradition grew tenfold by the time the night was over.
I highly recommend that you mark your calendars for Veterans Day 2016, as this is an event you will not want to miss! For photos of the events
highlights, please visit www.facebook.com/managementtrust. If you’re inter-ested in joining the dedicated com-mittee that puts this amazing event together, please contact Steve Barrett of The Management Trust at (760) 776-5100, or by email at [email protected]. If you would like to volunteer your time or make a donation to the USO of Palm Springs, please visit their website at www.BobHopeUSO.org
Tiffany Goff has been in the industry for 12 years, based here in the Coachella Valley. She is currently the
Operations Manager of PGA WEST Fairways Association for The Management Trust - Desert Division Office, as well as a volunteer on multiple CAI committees, and holds her CCAM designation. You can contact Tiffany at (760) 776-5100 ext. 6345, or email her at [email protected].
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV16 17
CHARITYCHARITY
TIME HONOREDBy Fran Mullahy, Vintage Associates
Jim LewisJim Lewis is the owner and president
of Desert Management, which he estab-lished in 1981. Desert Management began serving residential communities with a new standard in association management services by providing proactive customer service, with a goal to protect, preserve
and enhance each homeowner’s financial investment. Jim believes in a team management philosophy by providing a comfortable working environment for the management team, clients and vendors.
Jim is very interested in the betterment of his community and has also worked behind the scenes in Sacramento; he was elected to the California Employers Advisory Council for three years. The CEAC is an independent non-profit organization that works with the Employ-ment Development Department to improve the quality of employment services in California, for the advancement of homeowner associa-tions and association managers. In 1991, Jim became a commercial arbitrator with the American Arbitrators Association.
Jim says it was a fluke how he started in the HOA management business. His experience working in the CID industry began in 1981, before the Davis-Stirling Act was formulated in 1985. The local city hall maintained some associations at that time, and a friend asked Jim to help set up and sign in homeowners at a large annual meeting.
Jim’s prior experience was working with the research & develop-ment team for the formation of the UPC code system that is used worldwide today. When that test project was completed, he took the opportunity to move to Palm Springs in 1976.
He then took a position with a leading security company and quickly realized that the only option was to have military-uniformed, sometimes armed guards, at the entrance gate to most country clubs. Realizing the expense and liability, Jim was instrumental in work-ing with the Worker’s Compensation Commission to reclassify and recode “security” to “access control” and put personnel in sport coats and slacks, reflecting a much better first impression, and also a large financial savings. At that time, with Jim Tingey of the Vintage Club and Bob Wolfe of Eldorodo Country Club, Jim established the Resort Community Security Association.
You can’t help but find Jim interesting to talk to. He is a very posi-tive force and his favorite saying is, “Fantastic.” He believes that with-out community associations we wouldn’t have jobs, and it is his duty as a professional to educate and communicate. Jim admitted that had he not ended up in the CID industry, he would be a teacher. I would guess he does just that every day!
We All Need to Conserve During Drought
Let’s start with an amazing number: 5 billion gallons. That’s the
amount of water that has been saved in five months compared to water use in 2013, thanks to the conservation efforts of Coachella Valley Water District (CVWD) customers.
In fact, most of our customers have made significant changes in water use. About 76% of CVWD customers currently are meeting the drought budgets set by CVWD.
Unfortunately, this isn’t good enough. The state is requiring CVWD customers to reduce overall domestic water use by 36% when com-pared to the same month in 2013 or face penal-ties of up to $10,000 per day. CVWD custom-ers saved 21.3% in June, 40.6% in July, 26.5% in August, 16.4% less water in September, and 27.7% less water in October. The month-to-month rolling average, which the state considers to determine if the conservation mandate is being met, is 27%.
CVWD is calling on the small group of domestic water customers who haven’t changed their water habits to do so now. From our records, we know that this group is a mix of homeowners, HOAs and businesses. No mat-ter what customer group you fall into, you can let your turf areas go golden while preserving trees and other landscaping. Or you can remove areas of grass and replace it with beautiful desert-friendly landscaping. You can replace old toilets with high-efficiency low-flush toilets. The choices are yours to make but we need everyone to step up to meet the 36% mandate.
To further encourage conservation, CVWD’s board of directors at its Nov. 10 meeting committed additional money for rebate programs, adopted a ban on irrigation on certain days of the week, and increased drought penalties.
The board approved $2 million in additional conservation funding with most
of it going to CVWD’s conservation rebate programs. In addition, a consultant will be hired to perform comprehensive water audits for some of the district’s largest water users, and academic consultants would be hired to perform targeted research and public education messaging to pro-mote reduced water use.
The board approved new day-of-use restric-tions for irrigation. Starting Dec. 1 and through March 31, outdoor irrigation for CVWD domestic customers will be prohibited on Mondays and Thursdays. Please adjust your sprinkler control-ler accordingly.
Drought penalties were increased for water use in tiers 3-5. The increased drought penalties will go into effect with December water use for bills mailed in January.
Under the increased drought penal-ties, residents who do not limit their outdoor water use to 36% below their monthly budget are subject to drought penalties structured as follows:
Water use in Tier 1: No Penalty
Water use in Tier 2, up to 64% No Penalty
Water use in Tier 2, above 64% Regular rate + $2.51/unit
Water use in Tier 3 Regular rate + $5/unit
Water use in Tier 4 Regular rate + $10/unit
Water use in Tier 5: Regular rate + $20/unit
Statewide mandatory water-use restrictions remain in effect, including prohibiting water runoff and irrigation during and 48 hours following rain. In addition, CVWD requires sprinklers to be fixed within 24 hours and leaks to be fixed as soon as possible.
If you need assistance making changes to conserve water, we can help. For conservation rebate pro-grams, tips, a plant guide and addi-tional information, visit www.cvwd.org. Our water management staff also can meet with HOA managers or your residents to provide additional advice and guidance. Thank you for doing your part to conserve water during the ongoing drought.
Heather Engel is the director of Communication & Conservation for the Coachella Valley Water
District. She can be reached at [email protected] or at (760) 398-2661.
Unfortunately, this isn’t good enough. The state is requiring CVWD customers to reduce
overall domestic water use by 36% when compared to the same month in 2013 or face penalties
of up to $10,000 per day.
By Heather Engel, Director of Communication & Conservation, Coachella Valley Water District
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV18 19
WATER WISE
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C A I- C V
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV20 21
CHAPTER EVENTSCHAPTER EVENTS
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If you are involved in the management of a community association, you know that State and Federal laws that govern associations complicate decision-making and make the conduct of association business challenging. At Epsten Grinnell & Howell, knowing the details of community association law is our only business. Our attorneys constantly
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Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV22 23
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COMMUNITY ASSOCIATIONS INSTITUTE HONORS TOP PERFORMERS Each year, CAI-CV recognizes outstanding service from its 135 volunteers who serve in leadership positions with the chapter. Nominations for awards come from the general membership and winners are chosen by a committee selected by the CAI-CV Board.
The following people and companies have been selected because of their exceptional service to CAI-CV, promoting professionalism in managing and governing HOAs.
President’s AwardGerard Gonzalez, Albert Management, Inc.
Carol Fulton, CIRMS, LaBarre/Oksnee Insurance AgencySteven Shuey, PCAM, Personalized Property Management
Lifetime Achievement AwardLouise E. Stettler, Epsten Grinnell & Howell, APC
Distinguished Service AwardPhyllis Harkins, CMCA, AMS, Palm Desert Country Club Association
Committee Chair of the YearJohn Walters-Clark, NPG Nelson Paving
Committee Co-Chair of the YearRhonda Drews, AMS, PCAM, Associa Desert Resort Management
Management Company of the YearAlbert Management, Inc., accepted by Kyle Albert, Director of Operations
Associa Desert Resort Management, accepted by Mark Dodge, CEO
Committee Member of the YearKymberli Taylor-Burke, O’Connell Landscape Maintenance
Community Association Manager of the Year - Onsite ManagementGregory S. Cotten, CCAM, Albert Management, Inc.
Community Association Manager of the Year - Portfolio ManagementLoni Peterson, AMS, PCAM, Associa Desert Resort Management
Community Association of the YearPalm Valley Country Club, accepted by Art Coulter, Board Member
Rookie of the YearCameron Bridges, EmpireWorks
Business Partner of the YearMicha Ballesteros, Flood Response
Committee of the YearQuorum Magazine Committee, accepted by Chair Fran Mullahy, Vintage Associates
Community Association Volunteer Leader of the YearJosanne Smith, Palm Desert Country Club Association
Michael Traidman, Mira Vista at Mission Hills Homeowners’ Association
THE COMMITTEE CHAIRS AND CO-CHAIRS AWARD AN “ABOVE & BEYOND” CERTIFICATE TO RECOGNIZE COMMITTEE MEMBERS WHO HAVE PROVIDED
OUTSTANDING SERVICE TO THE CHAPTER.
ABOVE & BEYOND CERTIFICATES
Membership CommitteeKim Taylor-Burke, O’Connell Landscape
Programs CommitteeMary Walker, MW Consulting
CLAC Local Support CommitteeLouise Stettler, Epsten Grinnell & Howell
Gloria Kirkwood, Associa Desert Resort Management
Business Partner CommitteeMark Stewart, Desert Properties Light Maintenance
Quorum CommitteePhyllis Harkins, Palm Desert Country Club Association
Kym Taylor-Burk, O’Connell Landscape
CHAPTER EVENTS
ABOVE & BEYOND CERTIFICATES (CONTINUED)
Education CommitteeCarol Fulton, CIRMS, LaBarre/Oksnee Insurance
Public Relations CommitteeDave Carter, CMCA, Cathedral Springs HOA
Volunteer CommitteeJosanne Smith, Palm Desert Country Club
Wine Tasting CommitteeCari Burleigh, The Management Trust,
Desert Division
Casino CommitteeAllison Garcia, Dunn-Edwards Paints
Greg Cotten, CCAM, Albert Management, Inc.
Golf CommitteeCameron Bridges, EmpireWorks
Micha Ballesteros, Flood Response
Oktoberfest CommitteePatricia Moeller, CCAM, Personalized Property
Management
Bowling CommitteeJohn Walters-Clark, NPG Nelson Paving
Awards CommitteeLarry May, AMS Paving
MEET THE LEADERSHIP COMMITTEE CHAIRBy Erin H. Fujioka
Fran Mullahy, Vintage Associates
Fran Mullahy, joined the Coachella Valley CAI chapter 13 years ago when she took on her role at Vintage Associates as their Manager of Business Develop-ment. Fran moved from the Los Angeles area where she was previously a com-mercial property manager for Ernest W. Hahn; a shopping center developer and La Cagnina & Associates. Ini-tially, Fran took a role with Desert Resort Management where she was an association manager for 5 years before realizing that her passion and joy was in the landscape industry. She moved forward with gaining her certification in irrigation and landscape manage-ment. Fran attributes her time in the management role to her ability to understand the intricacies of provid-ing quality service to homeowner associations.
On any given weekend, you can find Fran walking her dog, Jack, doing yoga, or enjoying a good book out-side. Fran also loves cooking healthy and delicious food and drinking good wine, traveling and spending time with her husband, family and, of course, Jack. Fran and her husband travel often to Sacramento to visit their daughter as well as to Ireland to visit her husband’s family. They have devel-oped many long-lasting friendships in their travels to Ireland and enjoy visit-ing with their international friends.
Throughout her years in manage-ment and in the CAI-CV chapter, Fran has gained many enduring friend-ships, one of which she attributes
much of her success to her longtime friend Anesta, from Ernest W. Hahn, has encouraged her to find new posi-tive attributes within herself that she didn’t appreciate before. Fran aspires to be much like her friend of 30-plus years in her positivity and tenacity for life.
Fran was the 2015 Quorum Com-mittee chair, and would like to thank all of the volunteers for their hard work and dedication! She believes the Quorum Committee to be one of the hardest working committees in the chapter due to their monthly dedica-tion to the magazine, always meeting required deadlines while upholding their duties within their professions as well. The Quorum Committee works tirelessly every month to provide the chapter members with up-to-date, educational and informative informa-tion. They work together each month to put together a top quality magazine while still meeting deadlines set forth by the chapter’s directors.
Although Fran is stepping down as committee chair next year, she would like to stress to the membership that the Quorum Magazine is always look-ing for new volunteers with a passion for writing while using their creative abilities to put forth new and intrigu-ing information for the membership. If you are an individual who loves writing, editing, and seeing your work become printed art, we as a committee encourage and welcome you to join us for the 2016 Quorum Magazine Com-mittee. We look forward to working with you!
CAI WEBINARS—LEARNING AT YOUR CONVENIENCE
CAI webinars offer specialized, professional training without leaving your home or office. New, live webinars are presented every month, and more than 100 webinars are available on demand, including education sessions presented at the CAI Annual Conference and Exposition and Community Association Law Seminar. Recorded live, these programs include video or PowerPoint presentations synched with speaker audio. If you’re a professional in need of CEUs for redesignation, CAI webinars can help you maintain your credential.
Register at www.caionline.org/webinars to keep your community and career on track!
EXCLUSIVE CONTENT FOR CAI MEMBERS
As a CAI member, you have access to exclusive content on our website at www.caionline.org. To log in and view members-only content, enter your e-mail address and password (or last name with the first letter capitalized). View course grades, transcripts and invoices; renew your membership online; view past issues of e-newsletters and Common Ground™ magazine; and much more. If you forget your password, click the “Forgot password” link or call (888) 224-4321 (M-F, 9 to 6 ET), and we’ll reset it for you.
FIND THE EXPERT YOU NEED
CAI’s Service Directory is a free, online platform that helps association boards, community managers and management companies find professionals who can help them meet the needs of their communities. The directory, which can be used by CAI members and nonmembers, provides instant access to thousands of CAI-member product and service providers nationwide, including association management companies, landscapers, attorneys, accountants, bankers, reserve specialists, insurance providers and technology firms among many others.
When you need help, we encourage you to consider the CAI members listed in the directory for professional services essential to you and your association. Their active involvement in CAI is an investment in the principle of common-interest communities—an investment in all of us.
Access the Service Directory at www.caionline.org/servicedir.
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV24 25
Sunshine Landscape was established in 1979. In that year, the company was involved in landscape, irrigation design, installation, and maintenance throughout the Coachella Valley and had only six employees. Most of the larger planned developments, known today as HOAs, did not exist at that time. As the growth of planned developments continued, so did the need for landscape installation maintenance.
As an established landscape maintenance company that was locally owned and operated, Sunshine had the opportunity to provide services when requested by HOAs. With the development surge in the 1980s and 1990s, Sunshine moved from Cathedral City to Palm Desert in their newly built facility with about 250 employees.
Sunshine’s business steadily grew and soon needed a larger facility. In 2005, the company decided that it would purchase a lot in the newly developed Thousand Palms Business Park and built a 22,000 square foot building for the future. Certification of occupancy was given in 2008 and the company relocated to its new Thousand Palms facility.
As the company continued to grow to over 500 employees, so too did the staff in knowledge, expertise, experience, and certification. Currently, Sunshine Landscape has three certified arborists, two certified pesticide applicators, one irrigation auditor, a full design team, and the day-to-day, hardworking landscapers who are the backbone of the company.
The ownership of Sunshine has been working together for over 30 years providing landscape services at the highest quality standards throughout the Coachella Valley, while creating long-term relationships with customers. Sunshine believes the confirmation of success is to have sustained these relationships year after year.
Sunshine will continue to work hard and provide these services and look forward to building new relationships. We have been members of CAI since 2002. We would like to thank CAI and its members for all their hard work in making this the best chapter around.
Thank you, Carlos Contreras
2015 PL ATI N U M SPONSOR SPOTLIGH T
Thank you to Sunshine Landscape for their generous support of CAI-CV.
CAI-CV
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18939 hp4c CAI Residential v3.indd 1 11/20/15 3:22 PMQuorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV26 27
Partnering With Our CommunitiesG4S has been keeping residential communities safe with world-class security solutions. Whether it is single-family homes in gated communities, high-rise luxury condominiums, ormixed-use masterplanned neighborhoods, G4S understands the expectations of today’s demandingresidential market.
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G4S_Coachella_Valley_2015_Layout 1 11/20/2015 1:15 PM Page 1
As we enter this time of year when the state legislators are not in session, that doesn’t mean there isn't any
lobbying going on. Quite the contrary as ideas are emerging and proposed legislation is being drafted and shared with allies and potential opponents.
We considered several ideas at our annual planning meeting last month. Our chapter delegates, liaisons and executive directors convened to represent you and vote on each. Additional research needs to be conducted before January which includes communications with other lobby-ing organizations and legislative staff members.
As that is ongoing, we are also well aware of important federal issues. These include the denial by FEMA to fund debris removal from association property during and after a disaster, the modification of the condominium FHA cer-tification procedures, the HAM radio operators’ legislation that prohibits associations from barring antennas, associa-tion payment priority, the denial of delinquent assessments as a consumer debt by the Consumer Financial Protection Bureau and therefore outside its jurisdiction, condominium flood insurance, and deed-based transfer fees. Details on each of these can be seen on CAI’s new website.
We participated in CAI’s Washington DC Lobby Summit where more than 100 CAI chapter leaders and advocates convened to discuss these issues and then personally met
CLAC Advocacy Update November 2015
with their own senators and representatives. As you know, 2016 is an election year and you have an excellent oppor-tunity to guide your elected officials along the commu-nity association path. Individuals and small groups can arrange meetings in the legislators’ local district offices or even conduct a tour of your associations with them. Lob-bying materials, facts and opinions are available through your chapter delegate and liaison and our own website.
2016 is also the second half of the California legislative session. More than 2,800 bills were introduced in 2015 and about 40 had, or could have had an effect on associations. Before the end of February another 1,200-1,600 bills will be introduced.
More information on federal legislation can be found at www.CAIonline.org and State legislation can be found at www.CAICLAC.com.
HERE’S THE LATEST FROM SACR AMENTO.
As you know, 2016 is an election year and you have an excellent opportunity
to guide your elected officials along the community association path.
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV28 29
ABOUT CLAC
While some common interest developments have begun using social media for their communities,
there are many that have not. With so many vocal opponents posting negative comments on review, community or per-sonal websites (e.g. Yelp, Nextdoor, etc.), many associations avoid any form of social media for fear that they will devolve into nothing but association or board member bashing.
Social media is all about communication. While sometimes this communication is one-sided, the best use of social media is, in fact, social. Being social typically requires meaningful exchanges with others. What may start as marketing, advertising or simply providing notice of an upcoming meeting may turn into a discussion that creates a more meaningful engagement.
Before jumping in, you should determine what you want to accomplish and how you want to use social media for your community. Will you be publishing information only? Will you be engaging the community? Will you be fostering community? Will you be using the tool solely for marketing and advertising of your community? All of these and more can be goals. Once you decide on your goal, you will need to determine what tools to use and how best to use them.
Associations desiring to use social media have to first determine the best tool for their community. There are many options, including Facebook, Twitter, websites or privately broadcast television channels. Each has its own pros, cons, different uses and best practices. Regardless of which option will be best for your community, there are a few things you should and should not do.
Social Media and Your AssociationBy James R. McCormick, Jr., Esq., CCAL, Peters & Freedman, L.L.P.
DO
a. Secure your official name (e.g. facebook.com/ yourHOA or @yourHOA on Twitter or www.yourHOA.com on the web).
b. Develop a policy for what information will be published via social media.
c. Ensure owners understand that social media is not an official communication channel.
d. Utilize professional management for social media updates.
e. Monitor your social media efforts regularly.
f. Be familiar and comfortable with the platform chosen.
g. Stay informed on updates, upgrades and enhance-ments of your chosen platform.
h. Pass on useful information.
i. Engage in two-way communication, discussions and conversations.
j. Respond to positive and negative comments reasonably and pursuant to the adopted policy.
k. Be respectful.
l. Protect privileged and confidential information.
m. Develop a desired official “voice” for your community.
n. Provide pictures along with information.
o. Personalize your communications.
p. Use common sense.
DO NOT
a. Communicate when you are angry.
b. Communicate when you are drunk.
c. Engage in arguments with residents or anyone else.
d. Harass or bully anyone.
e. Discuss or publish personal, privileged or private matters.
f. Ignore responses, whether they are positive or negative.
g. Act like a robot or refuse to show personality.
h. Create a stuffy presence.
i. Be afraid to be creative.
j. Abuse relationships with your community fans or members.
While use of social media can help foster good communication within your association, it is not a sil-ver bullet and will not solve all of your problems. That said, the continued popularity of many social media tools cannot be ignored.
Deciding on the best tool will depend on the makeup of your community. Take a poll to see what residents in your community are using for social media and focus on the tool that gets the highest votes and the tool that can accomplish your defined goals. Ensure that whoever will be spearheading the commu-nications understands the tool chosen and how best to use it.
Before publishing anything you should draft a social media policy and distribute it to everyone. This includes management, the board members, the people helping and the entire community. A good social media policy should include provisions for removing profane language, disparaging terms or comments relating to individuals, entities or a protected group or class; comments which disclose private informa-tion about members or entities; disclaimers of liability for content; and posts soliciting business from your fans. Be sure to work with your attorney to develop the policy.
Once you have chosen your tools and created your policy, have fun! The more you enjoy it, the more those following you will enjoy it as well!
James R. McCormick, Jr., Esq., CCAL, is a managing partner in the Law Firm of Peters & Freedman, L.L.P., specializing in all aspects of legal representation of associations
in Southern California. You can reach James at (760) 773-4463 or [email protected].
Yes, you can fit a recipe into a tweet.
Maureen Evans, author of Eat Tweet: A Twitter Cookbook has been sharing recipes with friends and families for years @Cookbook.
Cranberry Sauce: Simmr ch2o/cinnstick/3whlclove/cardmompod/striplem&orange zest/2c cranberry to burst; +1/2c sug(+to taste). Yld 2c.
Share your recipes throughout the holidays with the hashtag #NPRcooks on Twitter.
Twitter.comTwitter users can post up to 140 characters, including spaces.
If available, use your name or company name when opening a Twitter account so it’s easy to find. e.g. @yourname or @widgets.
Businesses use Twitter to answer customer questions, advertise products and services.
Retweet• Share a tweet that
someone has posted
• Include credit
• Ask for retweets
HashtagsWhen you click on a word or phrase with the hashtag # symbol, you will see tweets containing the same keyword or topic.
Tweet• Add a link
• Include a call to action• Add a follow button to website, blog, etc.
By Antoinette Hamilton
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV30 31
TRENDING NOWHOMEOWNERS ASSOCIATION LAW
1. California’s cash incentive pro-gram was launched in the spring of 2014 and continues today.
2. In the total SoCal Gas Service Territory:
a. 322 commercial solar pool heating systems installed
b. $4.6 million in rebates paidc. 690,000 Therms saved
3. SoCal Gas - Riverside County:
a. 171 commercial solar pool heating systems installed
b. $2.5 million in rebates paidc. 379,000 Therms saved
4. SoCal Gas - Orange County:
a. 41 commercial solar pool heating systems installed
b. $487,000 in rebates paidc. 74,000 Therms saved
5. SDG&E - San Diego County:
a. 57 commercial solar pool heating systems installed
b. $779,000 in rebates paidc. 120,000 Therms saved
By Dave Mourhess
Is your community one of CAI-CV’s leadership associations that has capital-ized on the State of California’s benefi-cial cash rebate program for installing a solar pool heating system?
If not, consider these points:
A Full Service lAw Firm
For inquires contact Jeffrey French
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Millions of rebate dollars are still available for this leadership, once-in-
a-lifetime CA$H incentive program to install solar pool heating systems for
commercial swimming pool operators . . . like YOU!Heating your community pool with natural gas is not only a staggering
expense to your operating and maintenance budget, but it also comes with an
enormous cost to our environment. With a solar pool heating system sharing
the work of heating your community pool, HOA boards and residents share
the satisfaction of knowing that they’re doing their part to save money and to
preserve our planet!
When you’re ready to join the 40 plus Coachella Valley - CAI community
pool operators who’ve already collected their COOL CA$H rebates, please
find a professional, qualified and committed solar pool heating contractor to
guide you through the process . . . !
Saving money by reducing your HOA’s dependence on natural gas to heat
the community pool is a wise strategy. Securing a COOL CA$H rebate to
adopt leading-edge solar pool heating technology is even wiser.
What’s in your wallet . . .
Dave Mourhess, General Manager of Revco Solar. He can be reached at [email protected] or call (760) 719-9296.
Capture the Sun’s energy to “WARM” your
community pool and collect a “COOL CA$H”
rebate from the State!
Warm your Community pool with FREE energy from the Sun
PLUS a cash rebate from the State!
Warm your Community pool with Warm your Community pool with
Dave MourhessCAI ~ Educated Business PartnerGeneral [email protected]
760.619.9296
Join leadership CAI-CV Community Associations that have installed solar pool heating systems on their
common area pools and are receiving large cash rebates.
Let California’s cash rebate incentive program go to work for you . . .
Call today for a no obligation consultation!
CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV 3332
MAINTENANCE
FUN FAMILY TRADITIONS AND EASY-PEASY PUMPKIN DUMP CAKE By Kym Taylor-Burke
Many traditions start Thanksgiving Day and carry thru to Christmas Day.
Always set the table for the current holidayTake kids (now grandkids) to the tree lot to pick out
Christmas tree and play some traditional Tree lot hide and seek. The kids pick out the tree in 5 seconds but play hide-and-seek for 30 minutes... or until we drag them home. Clothing apparel for hide-and-seek is whatever the kids can grab before we are out the door.
Make Pumpkin Dump Cake ..then look at what pic-tures should be used for family Christmas cards.
Every tradition is precious and fun for the genera-tions to come.
CRANBERRY + BRIE CINNAMON SUGAR PUFF PASTRY SWIRLS By Dan Stites
*To make cinnamon sugar, mix 1/4 cup sugar with 2 teaspoons cinnamon. Store in an airtight container.
*Swirls can be prepared in advance, stored, covered in the fridge and then baked just before serving.
Makes: 16 to 18 SWIRLS
INGREDIENTS
1 sheet frozen puff pastry, thawed
4 tablespoons butter, melted + divided
8 ounces brie cheese, softened to room temperature
1 cup dried cranberries
1/4 cup cinnamon sugar*
INSTRUCTIONS
Preheat oven to 350 degrees F. Line a baking sheet with parchment paper.
Unroll the sheet of puff pastry on a lightly floured work surface. Brush the pastry with about 1 tablespoon melted butter and then sprinkle with a dusting of cinnamon sugar. You can go as heavy or at light as you would like, I used about 2 tablespoons.
Spread the softened brie over the pastry. If the brie is not spreading, just dice it into small pieces and place it evenly over the dough. Sprinkle the cranberries over the brie.
Starting at one of the long ends, roll the pastry up as tightly as possible. Brush the roll with the remaining melted butter and then sprinkle the roll with cinnamon sugar to coat.
OK, now go grab some dental floss. Place the dental floss (do it!! It works so well!) under the roll where you want to cut, I cut mine every 1/2 inch. Take the ends of the floss in each hand and wrap them around the roll. Keeping the ends of the floss in each hand, don’t let go and then tighten the floss so it starts to cut through the roll. Again, don’t change hands. Tighten until the floss comes out and the individual swirl is separated. Repeat with the remaining swirls.
Place the swirls on the prepared baking sheet and bake 12 to 15 minutes or until the cheese is bubbly and the pastry golden. Allow to sit on the pan about two minutes and then transfer to a serving plate. Serve!
PUMPKIN DUMP CAKE
1 (29 oz.) can pumpkin
1 c. sugar
1 (13 oz.) can evaporated milk
3 eggs
4 tsp. pumpkin pie spices
1/2 tsp. salt
1 box yellow cake mix
1 & 1/2 cubes (3/4 c.) butter, melted
1 c. pecans, chopped
Combine pumpkin, sugar, evaporated milk, eggs, pump-kin pie spices and salt in mixing bowl. Beat well. Pour into greased and floured 9 x 13 inch glass baking dish. Sprinkle cake mix over pumpkin mixture, then sprinkle on the pecans. Pour melted butter over all.
Bake at 350°F for 50 to 60 minutes until knife inserted in center comes out clean. Serves 12 to 15.
RELLENOS DE PAPA By Fran Mullahy
Our Christmas and Thanksgiving dinners were always filled with the most delicious and amazing foods and my mom always made enough so everyone could take leftovers home. One of my mother’s favorite recipes for leftover mashed potatoes comes from her childhood growing up in Puerto Rico. We call it Rellenos de Papa, which means stuffed potatoes.
2 lbs peeled russet potatoes quartered and boiled in salted water until soft
1 egg, beaten
4 tbsp butter, melted
1 tbsp cornstarch
Cook potatoes and let cool completely. Add the rest of the ingredients and mix until smooth and refrigerate for at least four hours. Divide into 10 potato balls. With your thumb, make a nest in each of the balls. Add 1 tbls of the filling and close the ball and roll in cornstarch and potato flakes. You can also use dried potato flakes to keep the balls from stick-ing to your hands. The potato balls can be kept in the refrigerator overnight or cooked right away.
While the potatoes are cooling, pre-pare the filling (Picadillo)
2 lbs ground beef
1 cup of Sofrito
Recipe for SofritoIn a blender or food processer, add
equal parts of garlic, green bell peppers, tomatoes, cilantro and onions. Chop finely. Place Sofrito in frying pan with meat. Add ¼ cup of tomato sauce, one tbsp of capers, ½ cup of olives, and a tsp of Adobo and Sazon seasonings. Add salt and pepper to taste. Cook meat mixture about ½ hour. Cool before adding to the potato balls.
Cook the Rellenos de Papa in a frying pan filled half way with peanut oil, turn-ing once until golden brown on all sides. Serve immediately – Enjoy!
SLOW COOKER VANILLA BEAN & ALMOND FRENCH TOAST By Tiffany Goff
Ingredients
1 loaf day-old challah bread
2 cups heavy cream
2 cups whole milk
8 large eggs
1 teaspoon almond extract
1 vanilla bean, beans only
5 teaspoons granulated sugar
1 teaspoon ground cinnamon
1 pinch kosher salt
InstructionsCoat the inside of the slow-cooker with cooking spray.
Slice the challah into ½-inch slices and arrange them, over-lapping, in the slow-cooker. In a large bowl whisk together the rest of the ingredients and pour over the challah. Push the bread down so that it is completely drenched in the liquid. Place the cover on the slow-cooker and set the heat to low and cook for 8 hours. I turned it on at 11:00 p.m. so it is ready the next morning.
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV34 35
FEATURE
HOLIDAY MEMORIES & HANDED-DOWN RECIPES
A.R’S FAMOUS FRUITCAKE RECIPE By Phyllis Harkins
When I married in the early 1980’s, my father-in-law’s fruitcake became part of our holiday tradition. Some of my fondest memories are of my in-law’s baking in my kitchen and arguing about how much the batter should be stirred. The recipe that you see here, with its batter stains, is A.R’s handwriting. It would not be Christmas if I didn’t bake bake AR’s delicious fruitcakes.
A few notes: I reduce the fruitcake mix from three cups to two cups, and I substitute 1 cup of chopped dates. You don’t need to put wax paper in the mini loaf pans, just some Crisco on the inside of the pans. The cakes cook best if you put about one to two inches of water in the baking pan. This recipe will make six mini loaf pans. Enjoy!!
BRUSCHETTA THE CHRISTMAS COLORED CRUNCH By Rodney Bissell and passed down to my kids, Ashley and Ethan.
Dice tomatoes, basil and crush fresh garlic and place into a bowl. Drizzle with olive oil and put as much salt and pepper as you want. Cut bread into thin slices. In a small bowl place crushed gar-lic and olive oil and, with a pastry brush, brush it over the slices of bread. Place bread on a baking sheet and at a low oven temperature bake them until they are toasted and crunchy. When they come out, spread the slices with the tomatoe basil mixture and enjoy!
ACCOUNTANTS & BOOKKEEPERS
BRABO & CARLSEN, LLP ...................................................6
ASPHALT
AMS PAVING ......................................................................2ASPHALT MD’S ................................................................35DIVERSIFIED ASPHALT ....................................................27NPG NELSON PAVING/GOLDSTAR ASPHALT....................13
ATTORNEYS
EPSTEN GRINNELL AND HOWELL ....................................23FIORE RACOBS & POWERS ..............................................37GREEN BRYANT & FRENCH, LLP ......................................33GURALNICK & GILLILAND, LLP ........................................27LAW OFFICE OF PEGGY REDMON ......................................4PETERS & FREEDMAN, LLP .............................................28
BANKING
MUTUAL OF OMAHA BANK ..............................................23POPULAR ASSOCIATION BANK ........................................38
CONSTRUCTION
CBCI CONSTRUCTION ......................................................39
ELECTRIC & WATER
COACHELLA VALLEY WATER DISTRICT .............................3
EMERGENCY & RESTORATION
FLOOD RESPONSE ...........................................................25
FENCE SUPPLY
ALL COUNTIES FENCE AND SUPPLY ..................................4
INSURANCE
TIMOTHY CLINE INSURANCE AGENCY, INC......................38
LANDSCAPING
CONSERVE LANDCARE ....................................................17SUNSHINE LANDSCAPE .....................................................6VINTAGE ASSOCIATES, INC. .............................................39
MANAGEMENT
KEYSTONE PACIFIC PROPERTY MANAGEMENT, INC. ........3
OUTDOOR FURNITURE
PATIO FURNITURE DOCTORS, INC. ..................................13
PEST CONTROL
POWERFUL PEST MANAGEMENT ....................................25
POOL AND DECK RESURFACING
CTI OF THE DESERT .........................................................39
ROOFING
WESTERN PACIFIC ROOFING .............................................6
SECURITY
ALLIED BARTON ..............................................................37AMS SECURITY ..................................................................3G4S SECURITY SOLUTIONS .............................................28SECURITAS ......................................................................39SUN CHASERS ...................................................................4
SOLAR
REVCO SOLAR ENGINEERING INC. ...................................32
UTILITY AUDITING
PACIFIC UTILITY AUDIT ...................................................27
By John Walters-Clark
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV36 37
FEATURE ADVERTISERS
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CAI-CVad.indd 1 11/29/12 2:02 PM
Quorum December, 2015 CAI-CV.org facebook.com/CAICV twitter.com/CAI_CV38 39
Quorum magazine wants to feature your community’s efforts to reduce our valley’s water consumption. Contact the chapter office, [email protected] for more information.
41-905 Boardwalk, A-2Palm Desert, CA 92211
HAVE YOU CONVERTED FROM TURF TO DESERT-SCAPE?
CAI-CV UPCOMING EVENTS
DECEMBER 2015Lunch Program & Mini Trade Show (for all members)
WHEN: Friday, December 18, 2015, 11:30 a.m. WHERE: Palm Valley Country Club, Palm Desert
JANUARY 2016Lunch Program & Mini Trade Show (for all members)
WHEN: Friday, January 8, 2016, 11:15 a.m. SPEAKER: (SPECIAL GUEST SPEAKER JULIE ADAMEN) WHERE: Palm Valley Country Club, Palm Desert GREEN IS FOR LOCAL EVENTS
CAI’s M205 Course on Risk Management (for managers)
WHEN: Thursday-Friday, January 21-22, 2016 WHERE: Santa Ana
CAI’s National Law Seminar (for HOA Attorneys)
WHEN: Thursday-Saturday, January 28-30, 2016 WHERE: New Orleans
35BUILDING BETTER COMMUNITIE
S
A
NN I V E R S A R Y
COM
MUNITY ASSOCIATIONS INSTITUTECO
ACHELLA VALLEY
th20161981
GET THE MOST VISIBILITY!
Introducing Quorum’s New Back Page 1/3 ad.
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Ask for the Quorum magazine 2016
advertising rates and help make this
anniversary year one to remember!
[email protected] | (760) 341-0559