John Bolivar: Revered Jazz Performer Photo by Robert Delaurenti
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TheThe ViewViewView January 2014 John Bolivar: Revered Jazz Performer Photo by Robert DeLaurenti. Story on page 12. Important Contact Numbers Sun City Shadow Hills Sun City Shadow Hills Community Association Community Association 80-814 Sun City Boulevard, Indio, CA 92203 Hours of Operation 760-345-4349 Association Office Monday – Friday · 9 AM – NOON, 1 – 4 PM Montecito Clubhouse . 760-772-9617 First Saturday of the Month · 8 AM – NOON Montecito Fitness Center . 760-772-0430 Montecito Fitness Center Santa Rosa Clubhouse . 760-342-2850 Seven Days a Week · 5 AM – 8 PM Montecito Clubhouse Judie Zoerhof, General Manager Seven Days a Week · 6 AM – 10 PM [email protected]. 760-345-4349 Ext.225 Lifestyle Desk Ozzie Lopez, Facility Maintenance Director Seven Days a Week · 8 AM – 5 PM [email protected]. 760-345-4349 Ext. 224 Montecito Café Evangeline Gomez, Lifestyle and Fitness Director Seven Days a Week · 10 AM – 6 PM Happy Hour · 3 – 6 PM [email protected] . 760-772-9617 Ext. 249 Santa Rosa Clubhouse Jason Ewals, Fitness Coordinator Seven Days a Week · 5 AM – 10 PM [email protected] . 760-772-0430 Ext. 231 Shadows Restaurant Brenda Avina, Lifestyle Coordinator Monday: Lunch: 10:30 AM – 4 PM [email protected] . 760-772-9617 Ext. 241 Monday Night Football: 5 – 8 PM Gus Ramirez, Communications Coordinator Tuesday: Lunch: 10:30 AM – 4 PM [email protected] . 760-342-2850 Ext. 204 Taco Tuesday: 5 – 8 PM Tony Chavez, Director of Golf Operations Wednesday: Ladies Day Buffet & Lunch: 10:30 AM – 4 PM Pizza Night: 5 – 8 PM [email protected] 760-200-3375 Ext. 221 Thursday: Mens Day Buffet & Lunch: 10:30 AM – 4 PM Food & Beverage . 760-772-7992 Dinner: 5 – 8 PM Main Gate House . 760-345-4458 Half-Rack Baby Back Ribs (Dinner Special) Phase III Gate House . 760-342-4725 Friday: Lunch: 10:30 AM – 4 PM Sales Office . 760-772-5400 Dinner: 5 – 8 PM Prime Roast of Beef (Dinner Special) Shadow Hills Golf Club. 760-200-3375 Saturday Breakfast: 8 – 11 AM Shadows Restaurant. 760-772-4342 & Sunday: Lunch: 11 AM – 4 PM Dinner: 5 – 8 PM Sun City Shadow Hills Community Association Prime Roast of Beef (Saturday Dinner Special) Board of Directors Pasta Night (Sunday Dinner Special) Stu Stryker, President Hours are subject to change. [email protected] . 760-469-3922 Tom Hutson, Vice President The [email protected] . 760-347-6317 Jerald “Jerry” Cavoretto, Treasurer ViewView The View is published monthly by the Sun City Shadow Hills Community [email protected] . 760-469-2651 Association. This publication is copyrighted and may not be reproduced Judy Arnold, Secretary or reprinted without the written permission of SCSHCA. For inquiries about articles, content, and advertising inquiries, contact the Lifestyle [email protected] . 760-200-3500 Department, 760-342-2850, or email [email protected]. Leeanne Brock, Member at Large Mission Statement [email protected] . 760-772-5400 To promote the community and recognize the individuals who contribute to the identity of the community, and to impart information relevant to the community as a whole. For warranty or customer service needs concerning Staff your home, please email: [email protected] Editor-In-Chief: Judie Zoerhof, General Manager Editor: Evangeline Gomez, Lifestyle and Fitness Director All warranty issues and questions must go through this email. Production: Gus Ramirez, Communications Coordinator You will receive an auto-reply stating your email has been received. Residents SCSHCA Communications Committee: Shaun Casey, Chair; Mailbox Repair . Ozzie Lopez, 760-345-4349 Ext. 224 Arnold Choy; Aggie Jordan; Lee Powell; Sid Weiss 2 January 2014 TheView President’s set of bid specifications. For example, we did not feel the per door fee was appropriate since almost all of the units are now sold. (This approach saved us about Report $10,000 over the course of the year). We also requested they net out their payroll processing fee, but PCM was BY STU STRYKER the only one who provided this information to us. The PRESIDENT end result is PCM’s bid came in substantially lower than the other bidders. So what is the net savings to the community? • Our management fee is $9,950 per month, down from $12,250 per month. The annual savings is $27,600. Keeping our Residents Informed • Our current payroll processing/human resource fee is Fellow residents, the HOA Board has approved the 3%; based on a $2.1 million dollar payroll, the fee would renewal of the contract for our management services: be $63,000 annually. We currently have approximately The Board spent just over two months making its 81 employees; 56 are full-time, and the rest are part- decision to award the contract to PCM. We received time employees. Under the new terms of the renewed bids and interviewed multiple leaders in the homeowner contract, our payroll processing/human resource fee association management industry. We narrowed it down will be a flat rate of $25.75 per full-time employee per to three companies that we felt could provide the level pay period, there is no fee for part-time employees. of service and attention to detail needed to serve our The new fee equates to less than $35,000, which results Board the from News community. All of the bidders were reputable companies, in an additional $28,000 in savings annually. and I personally enjoyed the interview process, the • Our current food and beverage management fee is conversations and, most important, how much we $3,000 per month. We restructured this part of the learned during this process. agreement so that, if PCM does not meet or exceed During the interview process we visited communities the budget, PCM will only get $1,500 per month. managed by the candidates; and we spoke with board Although we are hopeful the food and beverage members, general managers, and members of the operation will do well this year as we continue to give communities. In addition, we spent hours ensuring the this part of our business the attention it deserves, bids were comparable from a cost standpoint. Although there is also a recognized cost savings here as well. we sent a detailed Request for Bid to each bidder, the • When it is all said and done, 2014 should show over bids we received were in multiple formats. So it was not a $100,000 savings from 2013. easy for us to compare them to each other. Each had its The contract was reviewed by the Board members and own management fees, staffing plans, and/or charges the Association’s counsel. In addition, we considered for ancillary fees. In the end, no other bidder could advice from some members of the community about the match PCM’s fee coupled with its level of service. terms of the contract. We made over two dozen changes! Our current management fee is $4,500 per month The Board has been asked why we did not wait until for management services, plus a fee of $2.50 per door. a new board is in place to vote on a new contract. The Although the $2.50 per door does not sound like much, simple answer is: the contract expiration date was Janu- it equates to an additional $7,750 per month, making ary and a new board will not be in place until March. It the total management fee $12,250 per month or is important to note the contract term is for one year, $147,000 annually. just like any of other service contracts. Each bidder also applied its own payroll processing Finally, the Board also considered the option of self- fee. Again, once we were able to compare the bids equally, management. We often get compared to Sun City Palm they were all higher than our current fee, which is 3% of Desert, which some say was managed at one time by payroll. The payroll processing fee is not just processing PCM and before going to a self-management. However, payroll checks; it also includes a myriad of other benefits Sun City Palm Desert was never managed by PCM or for our staff, i.e. workers compensation, management any other management company besides Del Webb’s oversight, accounting support, training, recruiting costs, team. The management structure currently in place there benefits administration, payroll taxes, and maybe the today is the one that Del Webb developed, built, and most important is the obligation to any lawsuit. They ultimately turned over when the developer completed are responsible for their employee’s actions. the community. At this time, the Board concluded that Once the board reached a consensus on the format, a self-management structure would not be in the best we reached out to the remaining three bidders and interest of the community and that it does not support asked them to take another look at the community for the long-term success of Sun City Shadow Hills. consideration of any cost savings they may be able to Thank you for your time in allowing us to present the recognize immediately. We also gave them a more specific facts. Log on to www.scshca.com January 2014 3 Treasurer’s Finance and Variance Report BY JERALD J. CAVORETTO TREASURER The Board of Directors of Sun City Shadow Hills is pleased to announce our budget for 2014, which reflects a $20.00 reduction in your maintenance assessment to the new amount of $217.00 per month. Please see the attached charts for the breakdown of these amounts. The latest Financials can be found on our website at scshca.com.