Coachella Valley Community Associations Institute Magazine
8 Watercolors La Quinta FEATURING
Community Management as a Career Path 12 Community Management as a Career Path 16 What a Board President Expects 18 D-I-WHY? The Pitfalls of Self-Management in California Community Associations 20 Thinking About Community Management as Carreer?
Contractors Lic. # 235717
WESTERN PACIFIC Roofing Corporation
“Complete Roofing Services” Repairs • Re-rooﬁng Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com
Gain an HOA banking team that’s been around the block With over 25 years of experience in the community association industry, our team delivers the solutions and the support to meet your unique needs. From accelerated payment processing to the latest in fraud protection, we help simplify the overall management of your associations’ banking on our easy-to-use 24/7 online platform. Learn how we simplify banking and the financing of your projects at HOAbankservices.com. Jolen Zeroski, CMCA® Sr. Regional Account Executive 800-669-8659 email@example.com
Financing subject to credit and collateral approval. Other restrictions may apply. Terms and conditions subject to change. ©2018 MUFG Union Bank, N.A. All rights reserved. Equal Housing Lender. Member FDIC. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A.
Quorum June, 2018
Full Service Commercial Pool Remodeling Some of our Clients:
Emerald Desert RV RESORT • PALM DESERT, CA
• La Quinta Resort • Agua Caliente
www.GardnerRemodel.com CSLB #896061
• Fantasy Springs • Rancho Mirage CC • Emerald Desert Resort
2018 QUORUM COMMITTEE MEMBERS CAI-CV
EDUCATED BUSINESS PARTNER
PHYLLIS HARKINS, CO-CHAIR CMCA, AMS, CCAM-LS, CAMEX GM, Portola Country Club HOA
SUSAN BROWNE ROSENBERG, CHAIR Desert Cities Indoor Air, LLC
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
DEA FRANCK, ESQ. Epsten Grinnell & Howell, APC RODNEY BISSELL Bissell Design Studios, Inc. KIMBERLY BURNETT U.S. Security Associates SIERRA CARR, CMCA Trilogy La Quinta
EDUCATED BUSINESS PARTNER
JENNIFER JAMES, ESQ. Green Bryant & French, LLP BRUCE LATTA Parc La Quinta
EDUCATED BUSINESS PARTNER
JAY POWELL Ben’s Asphalt JIM SCHMID The Lakes Country Club DAVID SCHUKNECHT, CMCA Personalized Property Management STEVEN SHUEY, PCAM Personalized Property Management
8 Watercolors at La Quinta
By Marne Logan, CCAM
12 Community Management as a Career Path
By Steven Campbell, CMCA, AMS, PCAM
16 What a Board President Expects
By Cecilia N. Brennan, Esq.
20 Thinking About Community Management as a Career? By the CAI-CV Professional Manager Committee
28 Are You Flying Your American Flag Properly?
By Susan Browne Rosenberg, CIH, CHMM, CIEC
30 Emerging Technologies, More Data… What to Expect Next 4
DAN STITES CBCI Construction, Inc. CREATIVE DIRECTOR & GRAPHIC DESIGNER
EDUCATED BUSINESS PARTNER
RODNEY BISSELL Bissell Design Studios, Inc. firstname.lastname@example.org (714) 293-3749
ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION email@example.com
By Bruce Latta, CMCA
18 D-I-WHY? The Pitfalls of Self-Management in California Community Associations
EDUCATED BUSINESS PARTNER
By Josh Widenmann Quorum June, 2018
The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee.
Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press. Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, 760-345-0559.
ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP................................. 46
ASPHALT AMS PAVING.................................................... 26 ASPHALT MD'S................................................ 35 NPG ASPHALT.................................................. 33 DIVERSIFIED ASPHALT PRODUCTS................. 47
ATTORNEYS FIORE RACOBS & POWERS, A PLC.................. 35 GREEN BRYANT & FRENCH, LLP...................... 13 GURALNICK GILLILAND & KNIGHTEN.............. 27 LAW OFFICE OF PEGGY REDMON.................... 33
BANKING POPULAR ASSOCIATION BANKING.................. 13 UNION BANK...................................................... 2
Plug into CAI This Summer 44
BISSELL DESIGN STUDIOS, INC....................... 11
GATES & GARAGE DOORS AUTOMATION PRIDE........................................ 39
7 CAI-CV New & Renewing Members 28 CAI-CV Educated Business Partners
6 President’s Message
Platinum Spotlight 14 AMS Paving 32 Vantage Point Construction, Inc. 34 Water Wise
AMS CONNECT................................................ 11
15 CAI-CV's Day at the Races
Thursday, July 19, 2018
Friday, June 29, 2018
24 Educational Lunch Program and Mini Trade Show
Rules Enforcement: A Team Effort May 18, 2018
40 CAI National M-204 44 Plug into CAI This Summer
A Man Called Ove Book Review by Susan Browne Rosenberg
Security Technology Part 1 By Kimberly Burnett
43 Welcome Aboard
LAKE MAINTENANCE DWI.................................................................... 3
The Coachella Valley Water District: Making every drop count since 1918
Maintenance 17 CAI's National Convention 36 Aging Cracked Streets— Repair or Replace? By Gary Butler 22 MOTR & Summer Sizzler Friday, June 15, 2018 38 You Get What You Pay For By Jim Schmid 23 CAI-CV Wild West Bowling 40 Summer Reading Tournament
CLINE AGENCY INSURANCE BROKERS.............. 2
La Hacienda Nursery & Landscape By Jay Powell
CAI-CV is Offering 10 Events & 40 Hours of Education
CONSERVE LANDCARE.................................... 39 PRO LANDSCAPING INC................................... 33 RGA LANDSCAPE ARCHITECTS, INC................ 27 SUNSHINE LANDSCAPE..................................... 2 URBAN HABITAT.............................................. 46 WATERRITE - VINTAGE ASSOCIATES, INC....... 41
PEST CONTROL FRAZIER PEST CONTROL, INC......................... 46 POWERFUL PEST MANAGEMENT...................... 2
POOL REMODELING GARDNER OUTDOOR AND POOL REMODELING........................................... 3
REALTORS PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS.................................................. 27
ROOFING BRS ROOFING INC........................................... 41 ROOF ASSET MANAGEMENT........................... 33 SUNTECH CONSULTING & ROOFING, INC......... 46 WESTERN PACIFIC ROOFING............................. 2
48 Upcoming Chapter Events
AMS CONNECT................................................ 41 CAI-CV.org
FROM THE CHAPTER
President’s Message Gen Wangler, ESQ., CCAL Fiore Racobs and Powers, A PLC
ots to report this month, including events at the National Conference and the many educational and social functions happening over the summer. In early May, President Elect Mike Traidman and I had the honor of accepting three new awards from CAI at the National Conference in Washington, D.C. It was wonderful for our Chapter to be recognized for all the hard work of our volunteers. CAI-CV has won nine awards in the past four years, a sign that we are headed in a positive direction. Almost 2,000 CAI members from around the world attended the conference and more than 40 CAI-CV members attended. Steven Shuey, with Personalized Property Management, and I had the pleasure of presenting a program at the conference, entitled "Staying Ethical in a Competitive World." Other Chapter members who presented were: Cat Carmichael, CMCA, PCAM, Pacific Premier Bank; Cyndi Koester, CMCA, AMS, PCAM, SwedelsonGottlieb: Joel Meskin, Esq., CIRMS, McGowan Program Administration; and Matt D. Ober, Esq., Richard Ober PC. Thanks to all our members who volunteered their expertise to make this an excellent conference. More great news for the Chapter came in May as CAI-CV reached a new record level for membership. After hovering at the 500-member level for a few years, we grew to 605-members in May. Since many business partners have more than one person involved with the Chapter, we are now operating with about 840 active members. Congratulations to the Membership Committee and a special welcome to our new members. A special thanks to the Programs Committee for an excellent luncheon on May 18th about best practices for rules enforcement. The speakers were excellent, and we received some of the highest survey ratings of the year. Thanks to Dan Farrar, CMCA, from FirstService Residential and General Manager of Ironwood Country Club, Suzie Salazar, Branch Manager for Allied
Quorum June, 2018
Universal, and Lisa Tashjian, Esq. from the law firm of Beaumont Tashjian. On May 22nd, the Chapter hosted executives from all the management companies in the valley for a two-hour media training program. Michael Suydam from 21st Century Communications Strategies out of Orange County facilitated the training. We ran through some tough scenarios and learned important techniques for managing issues with the media. Thanks to the CAI-CV Public Relations Committee for this excellent opportunity. We are pleased to announce that CAI-CV is offering ten programs and more than 40 hours of education to our members this summer. Starting with our Educational Lunch Program & Mini Trade Show scheduled for Friday, June 8th at Palm Valley Country Club. The program is an "Ask the Attorney" panel and our guest speakers are Jennifer James, Esq. from Green Bryant & French, LLP, Michael Knighten, Esq. from Guralnick Gilliland & Knighten, LLP and Steve Roseman, Esq. from Roseman Law, APC. On June 15th at the CAI-CV office, the Business Partner and Education Committees are hosting a combined event with a Manager on the Run (MOTR) program at 4:00 p.m., followed by the annual Summer Sizzler event at 5:00 p.m. to celebrate the end of season. Cang Le, Esq. and Sue Anderson from Adams Stirling PLC will be teaching the MOTR class. The Summer Sizzler will include dinner and a margarita bar and is free to Chapter managers and community board members. CAI-CV’s Wild West Bowling Night will be held at Palm Springs Lanes on Friday, June 29th. All members are welcome. Spectator tickets are $20 which includes dinner and a chance for door prizes. Manager members are invited to advance their career by taking CAI’s M204 course on association governance on Thursday and Friday, July 12th -13th, at the CAI-CV office. CAI-CV member Matt Ober, Esq. from
Richardson Ober, PC, will be teaching this course. This course counts as 14 hours of continuing education and with two M200 series courses completed, managers may be eligible for their AMS designation. CAI-CV is offering the M203 course on community leadership on August 16th and 17th. As a member of the Chapter's Education Committee, I want to remind our managers that the Chapter offers scholarships for the classes leading to the PCAM designation. Be sure to take advantage of this opportunity! We have a date and excellent venue for Del Mar! The 2018 Day at the Races will be held on Thursday, July 19th at the Del Mar Thoroughbred Club’s il Palio Restaurant patio on the sixth floor overlooking the track. First class busses have been hired to take CAI-CV members and guests to and from the racetrack and managers will receive three hours of continuing education on the bus. It’s not too early to start creating a hat for the hat contest. On Friday, July 20th, we are offering the California Common Interest Development Law Course to our members. CMCA designated managers must take this course to be certified in California. Dea Franck, Esq. from Epsten Grinnell & Howell, and Cang Le, Esq. from Adams Stirling will be teaching this course. Business partners are invited to attend CAI’s Educated Business Partner (EBP) Distinction Course on Friday, July 27, 2018 to receive their CAI National EBP Distinction. Business Partners who complete the course, receive a CAI-CV EBP logo, and special listing in Quorum, on the local and national websites and in the CAI-CV directory and on CAI-CV APP. Nearly half of our business partners have already completed their EBP. Wow! This Chapter is certainly living up to its commitment to promote education for all categories of members. I am looking forward to seeing everyone at all of the summer events we have planned. Should be fun!
Gen Wangler, Esq. Gen Wangler, ESQ., CCAL
Fiore Racobs and Powers, A PLC
CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNER
2018 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS GEN WANGLER. ESQ., CCAL PRESIDENT Fiore, Racobs and Powers A PLC
BISSELL DESIGN STUDIOS INC. Rodney Bissell (714) 293-3749 firstname.lastname@example.org
PHYLLIS HARKINS, CMCA AMS, CCAM-LS, CAMEX PAST PRESIDENT GM, Portola Country Club HOA CAI-CV
JOHN WALTERS-CLARK SECRETARY Associa Desert Resort Management CARDINAL AMBROSE, CMCA, AMS, CCAM, PCAM DIRECTOR Albert Management, Inc. RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management CAI-CV
EDUCATED BUSINESS PARTNER
RENEWING MANAGEMENT COMPANY MEMBERSHIP
IMPERIAL SPRINKLER SUPPLY Michael Perilman (714) 696-7531 email@example.com
J & W MANAGEMENT CO. Jim McPherson (760) 568-0349 firstname.lastname@example.org
EDUCATED BUSINESS PARTNER
LOUISE STETTLER DIRECTOR Palm Valley Country Club HOA
CAI Coachella Valley Office 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org CAL LOCKETT Executive Director email@example.com
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.
LAKES COUNTRY CLUB ASSOCIATION Teresa Falconer (760) 568-4321 Ext. 122 firstname.lastname@example.org MARABELLA ESTATES John Edwards email@example.com PGA WEST RESIDENTIAL ASSOCIATION Michael Walker (760) 771-1234 Ext. 13 firstname.lastname@example.org THE MANAGEMENT TRUST, DESERT DIVISION John Beaman (760) 862-6331 email@example.com
NEW HOMEOWNER LEADERS
NEW MANAGER MEMBERSHIP
MIRA VISTA AT MISSION HILLS Joseph Kawan Everley Kay Marcia Ruthledge Carol TrentaCosta
VINTAGE ASSOCIATES/ECOWISE LANDCARE Fran Mullahy (760) 772-3673 firstname.lastname@example.org
ASSOCIA DESERT RESORT MANAGEMENT Shelly Bricker (760) 346-1161 email@example.com
NEW MULTI-CHAPTER BUSINESS PARTNERS
Stephannie Burnside (760) 346-1161 firstname.lastname@example.org
POLO CLUB MAINTENANCE ASSOCIATION Andy Fraser John Hardell Marlaine Hubbard Jason Hughes Drew Owens
KIRKPATRICK LANDSCAPING SERVICES Steven Kirkpatrick (760) 347-6926 email@example.com
Marie Cowie (760)269-5830 Staciecowie75@gmail.com
BAY ALARM COMPANY Brendon Dixon (714) 719-2074 firstname.lastname@example.org
GERARD GONZALES DIRECTOR Albert Management, Inc. MATT LAWTON, CIC, CIRMS DIRECTOR Prendiville Insurance Agency
QUALITY STREET SERVICE, INC. Alicia Powell (909) 373-6914 email@example.com
HORT TECH LANDSCAPE Rosa Trevino (760) 360-9000 firstname.lastname@example.org
EDUCATED BUSINESS PARTNER
DEA FRANCK, ESQ. DIRECTOR Epsten, Grinnell & Howell, APC
PATIO GUYS Henry Meza (714) 241-1200 email@example.com
RENEWING BUSINESS PARTNERS
MIKE TRAIDMAN PRESIDENT ELECT Mira Vista at Mission Hills HOA
JOLEN ZEROSKI, CMCA TREASURER Union Bank
OWENS, MOSKOWITZ AND ASSOCIATES, INC. John Kraul (949) 851-5020 Ext. 12 firstname.lastname@example.org
COOPER COATINGS INC. Marshall Cooper (760) 422-4366 Marshall@coopercoatings.com
THE MANAGEMENT TRUST Donna Rickman (760) 347-7749 email@example.com
RENEWING MULTI-CHAPTER BUSINESS PARTNERS
RENEWING MANAGER MEMBERSHIPS RENEWING HOMEOWNER LEADERS
ADAMS STIRLING PROFESSIONAL LAW CORPORATION Maureen Davidson (310) 945-0280 firstname.lastname@example.org ALL COUNTIES FENCE AND SUPPLY Chris Barrett (951) 780-9300 email@example.com
ASSOCIA DESERT RESORT MANAGEMENT Vanessa Ayon (760) 345-4349 firstname.lastname@example.org
Jennifer Carroll (760) 346-1161 Ext. 108 email@example.com
CANYON ESTATES HOMEOWNERS ASSOCIATION Curtis Barber Christopher Brodwell Daniel Coleman Peter Lancellotti Richard Lieberman James Machado Maureen Roman James Sizemore Richard Utchell Liz Wong
Christie Curtis (760) 346-1161 firstname.lastname@example.org
ASSOCIATION RESERVES- CA/ INLAND EMPIRE Kevin Leonard (909) 906-1025 email@example.com
Rhonda Drews, PCAM (760) 346-1161 firstname.lastname@example.org
CLINE AGENCY INSURANCE BROKERS Timothy Cline (800) 966-9566 Ext. 22 email@example.com O'CONNELL LANDSCAPE MAINTENANCE Kevin O'Connell (800) 339-1106 firstname.lastname@example.org
PORTOLA PALMS HOMEOWNERS ASSOCIATION Mary Burns James Doyle Elbert Jarvis Charles Morris Meghan Raabem
Jennifer Zeivel (760) 346-1161 email@example.com DESERT HORIZONS OWNERS ASSOCIATION Deborah Boss (760) 340-5501 firstname.lastname@example.org LAKE MIRAGE RACQUET CLUB HOMEOWNERS ASSOCIATION Jon Roy (760) 773-3522 Jroy@drminternet.com
BERMUDA DUNES COMMUNITY ASSOCIATION Patrick Bohner
MIRA VISTA AT MISSION HILLS Michael Traidman PARC LA QUINTA, HOA Gary Barnett Bruce Latta SEVEN LAKES HOMEOWNER ASSOCIATION, INC Silas Dreher
Watercolors at La Quinta By Marne Logan, CCAM
Quorum June, 2018
new association with a twist for the future, Watercolors is not your typical 55+ community. Designed in the 2006-7 to appeal to the tail end of the baby boomers, Watercolors is beautifully appointed and thoughtfully built for both quality and convenience. Working with the City of La Quinta, Watercolors is focused on low or median incomes and is certified by the La Quinta Housing Authority for a subsidized "silent second" mortgage to make the homes affordable. They are located at 79285 Cool Reflection, off Avenue 48 in La Quinta, adjacent to Rancho La Quinta and Lake La Quinta. These beautiful homes offer a true sense of community and comfort. The Homeowners Association provides all the day-to-day landscape and common area maintenance, leaving its members free to appreciate life. At night the landscape lighting is just right and a delight for the eye to behold (search out the community on Google and enjoy the quiet beauty for yourself). There is a calm serenity and elegance in these single-family homes. Owners love the feel of a smaller community, yet the quality is very upscale and inviting. Watercolors boasts 149 homes and a lovely clubhouse on 19.5 acres. The homes range in square footage from 1227 up to 1339 square feet and include two and three-bedroom single story models. Santa Rosa Development was the mastermind behind Watercolors and worked hard to create a community that would meet the needs of its residents for years to come. Not only does the community have great style and a great location, the monthly assessments are only $158.00. WOW! Included in the monthly assessment is the use of the community pool and spa, the clubhouse for events and social activities, and maintenance of yards and common areas. The 1404 square foot clubhouse offers free WiFi, has a library, and a fully equipped kitchen for all to enjoy. CAI-CV.org
Not only does the community have great style and a great location, the monthly assessments are only $158.00. WOW!
FEATURE Santa Rosa Development got the location right for Watercolors. The community is centrally located just a short drive to the La Quinta Public Library, medical offices and, of course, shopping -- all within one-mile of the community! Watercolors has an active board of five members and operates six standing committees that include: Architectural, Pancake Breakfast, Clubhouse & Pool, Communications, Landscape, and Social Committees. Discussing the Watercolors’ lifestyle, Board President Jim Lewis said, “Having lived in urban and rural settings across the U.S. and overseas, I find in Watercolors a microcosm of America. Even with the diversity within this community we all have two things in common: we are over 55 and we need affordable housing. This common bond helps us be understanding of each other. We're older and would like to have less stress in our relationships, housing, and with our finances. We really like that La Quinta and the Coachella Valley provide the affordability, solitude and recreation we seek.” Watercolors at La Quinta relies on many CAI-CV Business Partners, including SCT Reserve Consultants, Three Phase Electric, Guralnick Gilliland & Knighten, LLP, Asphalt MDs, Powerful Pest Management, NPG Paving, Patton Door & Gate, Sherwin Williams, La Barre Oksnee Insurance, and Southwest Landscape/United Landscape Maintenance. Watercolors is managed by Associa Desert Resort Management. Sam Rodriguez, CMCA, AMS, is their Manager and Meranda Valencia is the Assistant Manager. Sam and Meranda can be reached at 760-346-1161 or you can email Sam at email@example.com. Marne Logan, CCAM, is a community association manager for The Management Trust Desert Division. She can be reached at 760-776-5100, Ext. 6332 or by email to firstname.lastname@example.org.
Quorum June, 2018
CREATIVE | BRAND | CONSULTING
(714) 293-3749 BissellDesign.com
Community Management as a Career Path By Steven Campbell, CMCA, AMS, PCAM
career as a Community Association Manager is a reward- growth. Specialty certificates can be earned for Large Scale, ing experience that places you on a pathway to success High Rise, New Development, Condominium and Portfolio and excellence. Community Association Managers are driven management. There are also specialized programs for managprofessionals. I feel a sense of pride every time I attend a CAI ers with expertise in finance and insurance. event. Everyone in the room, including our business partThere is a demand for our type of driven professionals. ners, are there because they want to excel in their profession. There are approximately 342,000 homeowners associations Choosing to be a Community Association Manager as a career with 2.6 million housing units and 68 million residents in the path is a great decision. United States. In California there are approximately 50,223 Why is it a good choice? Primarily because the workday is homeowners associations which are home to approximately so fulfilling. Our primary duties involve providing our home- 9 million plus residents. The number of filings for Common owners a better quality of life and preserving the common Interest Developments (CID) with the California Bureau of areas of the community. While sometimes the workday can Real Estate (BRE) continues to rise steadily. The demand for be challenging, our goal is to the make the community a better qualified Community Managers is increasing and, just as place to live and to assist fast, creating great career the homeowners. These opportunities for anyone "Our primary duties involve providing our are all positive endeavlooking for an exciting homeowners a better quality of life and preserving ors and when executed career. the common areas of the community." properly produce positive With this much opporresults. Our workdays are tunity, how do you become diverse; we do it all. We manage our teams, assist home- a Community Manager? Traditionally the majority of owners, meet with vendors, inspect the community, make Community Managers are in their second or third careers. maintenance decisions, consult with insurance and legal They evolved into the business as opportunities present themprofessionals, prepare documents, administer the compliance selves from other careers that might have been closely related procedures, and attend committee meetings and Board of to a Community Association or community management Director meetings, somedays, all before the lunch hour. Itâ€™s company. CAI has a wonderful network of vendor partners fair to say that there are never two days alike and you will who are some of the most dedicated supporters of our chapters. seldom be bored. Tired, yes; bored, no. They are extremely knowledgeable professionals in their This is a career where you can find your special niche fields. Oftentimes, career opportunities would cross paths and and earn a specialized certification in the environment that doors would open. Others might have worked in professions matches your interests or presents the greatest opportunity for that support the CID industry such as a Realtor or finance
Quorum June, 2018
Talk to us about your community association needs. We can help. professional. Most career Community Managers did not go to school to learn the profession or even think about it when they were young as a career path. That is slowly changing. To stay ahead of the demand for qualified Community Association Managers, the major trade organizations are expanding their educational programs. Our local CAI Coachella Valley Chapter has established the Professional Manager Committee. One of their goals is to develop higher-education opportunities for managers and to recruit more managers into the industry through job fairs. The other major trade organizations have instituted recruiting videos and recruiting assistance combined with their educational and certification programs. Educational opportunities for managers is an area where the community management industry has excelled. With today’s escalating cost for higher education, a certification in our industry is a unique opportunity. The entry level certifications can be earned in less than a year with a small number of courses. That is just the beginning as most Community Association Managers continue to expand their knowledge and take continuing education courses every year of their career. As a group we are always challenging ourselves to be the best managers possible. So once again, the next time that you are at a CAI Chapter event, look around the room at the dedicated manager and vendor partner professionals. You should be proud that you chose to be a Community Association Manager as a career path. Steven Campbell CMCA, AMS, PCAM is an onsite General Manager for Sun City Palm Desert Community Association, an active adult gated community of 4985 homes located in the Coachella Valley. Steve can be reached at 760-200-2224 or by email at email@example.com
We offer:1 • Competitive fixed rates. • Financing for building repairs & capital improvements. • Excess FDIC insurance coverage limits, available with ICS® and CDARS®.2 • Cash management and lockbox services. Learn more: Larry Hooper, V.P. Office: 714.864.5171 Toll free: 800.233.7164 LHooper@popular.com
1. Subject to credit approval. 2. ICS® and CDARS® are registered service marks of Promontory Interfinancial Network, LLC. Copyright © 2018 Popular Bank. Member FDIC.
A FULL SERVICE LAW FIRM
Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement Opinion Letters Contract Drafting and Negotiation Civil Litigation Assessment Recovery 75100 Mediterranean Palm Desert CA 92211
We are pleased to announce Jennifer James joining our law firm as of counsel.
2018 PLATINUM SPONSOR SPOTLIGHT
AMS Paving has been providing paving and asphalt maintenance services throughout Southern California for over 36 years and it has been our privilege to serve thousands of homeowners, boards, and association managers. We attribute our success to each of our clients and to the pursuit of our guiding values of honesty, integrity, and quality in every project we perform. Our core services include asphalt repair and patching, pavement replacement and new paving, overlays, sealcoating and striping, ADA compliance, and asphalt education for managers. AMS Paving, Inc., was founded in 1981 by Bill Hawkins. Today, AMS Paving is not only one of the largest asphalt paving and maintenance companies, but is also known as one of the premier sealcoat applicators in Southern California. The success of any venture starts with the people it serves as well as those it employs. Our clients have responded to our commitment to quality by graciously rewarding us with their loyalty and years of repeat business. AMS Paving is proud to offer our clients, at every point of contact, the services of the most professional and knowledgeable staff in the industry. In 2002, Liz Williams, V.P. of Business Development, was added to the AMS team after 20 years of success in the association management industry. Together with her husband, Bill Hawkins, they have been the driving force behind AMS Pavingâ€™s growth and increased capacity to respond to the needs of our clients. Liz has also been a committed and influential leader in CAI where she has served in various capacities, previously as a member of the Board of Directors, and is currently active in several CAI Chapters. AMS Paving is proud to be affiliated with CAI-CV as a Platinum Level Corporate Sponsor and is committed to its success in the attainment of its goal to improve the quality of life for the communities it serves. It has been proven to be a rewarding relationship whose benefits have included and superseded the growth of our business.
Thank you to AMS Paving for their generous support of CAI-CV! 14
Quorum June, 2018
THURSDAY, July 19, 2018 | 10:00 a.m. to 10:00 p.m. Del Mar Thoroughbred Club | Sixth Floor il Palio Restaurant Patio
MANAGERS & BOARD MEMBERS - $45 for Members & Guests | $65 for Nonmembers NONSPONSOR BUSINESS PARTNERS - $150 - Includes Two Seats on the Bus - ONE BP Ticket & ONE Manager/Board Ticket
Includes Education, Bus Transportation, Cocktails, Food, and Entertainment
Sponsors to our
• • • • • •
Day at the Races Title Sponsor
NPG Asphalt il Palio Patio Sponsors Flood Response Pacific Western Bank Powerful Pest Management Sunshine Landscape
Del Mar Bus Sponsors
Horizon Lighting, Inc. MRC - Smart Technology Solutions - A Xerox Company PrimeCo SERVPRO of Palm Desert
Snack Attack Sponsors Asphalt MD’s Dunn-Edwards Corporation
Seabiscuit Sponsors Adams Stirling PLC AMS Paving EmpireWorks Fiore Racobs & Powers
Scholarship Sponsor Vantage Point Construction
Seacoast Commerce Bank
First Class Buses Exceptional Food & Cocktails Manager Education (Receive 3 CEUs) Live Betting & Professional Instruction Del Mar Hat Contest Door Prizes
Register Online at WWW.CAI-CV.ORG or Call the CAI-CV Office at 760-341-0559 ATTENTION MANAGERS! REGISTER ONLINE BY JUNE 28, 2018 and you will automatically be entered into a contest to win a two-night stay at a hotel near the racetrack. The winner will be announced at CAI-CV’s Bowling Tournament on June 29th. (Sponsoredfacebook.com/CAICV by Powerful Pest Management & Vantage Point Construction) 15 CAI-CV.org twitter.com/CAI_CV
What a Board President Expects
anagers are hired by boards to manage countless tasks. From business affairs to enforcement of the governing documents, managers wear many hats. Making community management more complicated is the fact that many managers are responsible for multiple communities and every association is not the same. They have different needs, requirements and personalities. While the board may have different expectations for managers, we can all agree that we want our managers to know exactly what to do, when to do it and to get it right the first time. Sorry managers, these expectations are perhaps unfairly high. Boards expect a lot – and usually expect more than they are willing to pay for. From my experience, talking with other board members, and as a former manager myself, I can say that most boards appreciate a manager who takes education seriously and continues to improve their skills and capabilities through education. California does not require education or licensing for managers as some other states do, but does have a voluntary title the “Certified Common Interest Development Manager” (“CCIDM”) established by Business and Professions Code Section 11502. Most boards will find that managers who have made
Quorum June, 2018
By Bruce Latta CMCA
an effort to learn about the common interest development industry, educate themselves and gain certifications will be more qualified and more successful at their jobs. Boards want to know that their manager has enough education to warn them if they are headed in a risky direction. Boards depend on their manager’s expertise and knowledge. Certificates and experience matter. A certified manager will have a better understanding of community associations and how they operate. They will be more aware and current with best practices and regulatory changes. Boards know that to keep a certification, managers need to continue their education. This is a comforting thought because boards appreciate managers who are trained and experienced with the business aspects of community association management. Many management companies will pay for or assist with the costs of continuing education for their managers. Boards may also be willing to help with the costs of their manager’s education by helping to pay for seminars and workshops. Clearly, it is in the best interest of the board to have their manager up to date on the new and the ever-changing laws coming out of the legislature and the courts. Encouraging managers to
be involved with a group like CAI is also helpful. Through CAI, managers can keep informed about best practices and industry trends that protect boards. Managers also need time to network with other managers and other industry professionals. Encouraging managers to attend industry events is a smart investment. When managers are expected to pay their own way for continuing education and networking, you are likely to see a slow down in their pursuit of additional education or designations. Boards want and need their managers to have their back. They want their certified manager to fully understand the business aspects of his/her job, to be a good communicator, to have good listening skills, all while assembling board meeting agenda packets, assisting the board president with meetings, and artfully handling complaining association members while enforcing rules and issuing violations. This is arguably a lot to ask. Increasingly, boards are relying on their manager to keep them aware of liabilities and to help them meet their obligations and fiduciary duties, and to act in the association’s best interest. The bottom line is that boards hope their managers will help them identify problems and bring them to their attention before there is trouble.
National Convention crowd watching awards ceremony
National Convention Most boards know that they cannot transfer the fiduciary duties to the manager. The manager is the board’s coach and that keeps the team moving in the right direction without losing the ball. Boards are looking for managers who are willing and capable for looking out for the board’s and community’s best interests. A board’s choice when choosing a community manager is one of the most important decisions it will make. A good choice will ensure serving on the board is a positive experience and will benefit the entire community. When you hear of a community that people want to call home, you can bet there is an outstanding, educated manager behind the scenes. Smart boards are grateful for the expertise their managers offer. Managers should know that they are appreciated and encouraged to increase their education and credentials. Investing in your managers training is a direct investment in the quality of your community. Bruce Latta, CMCA, is the chairman of CAI-CV’s Homeowner Leader Committee and is President of the Parc La Quinta Homeowners Association. He is the Project Manager for Indio Properties Land. He previously served as the manager of Jackson Monroe Owners Association. He has served as a fair and festival manager and is a Certified Fair Executive (CFE). He is a graduate of California State University Los Angeles and holds a certificate in Meetings and Events Planning from San Diego State. Bruce can be reached at 760-285-5617 or by email to firstname.lastname@example.org.
New PCAM Designees taking oath
CAI-CV President Gen Wangler, Esq., CCAL, and President Elect Mike Traidman accepting three Chapter Awards from CAI CEO Tom Skiba.
CAI-CV manager Bill Clifford accepting his PCAM Designation
CAI-CV manager Cardinal Ambrose accepting her PCAM Designation
CAI-CV manager Rosie Galla accepting her PCAM Designation
D-I-WHY? The Pitfalls of Self-Management in California Community Associations By Cecilia N. Brennan, Esq., Roseman Law, APC
alifornia common interest developments come in all shapes and sizes – from small loft, or townhome communities, to large condominium projects, to single-family home communities. In each of these communities, the volunteer board of directors (“board”) is key to the effective administration and operation of the association. Given the range of backgrounds that board members bring to the table, it is no surprise that many boards are stacked with intelligent, savvy, and experienced directors. Often times these directors recognize that the administration of the association comes with a price. Looking around the board table, boards often recognize the collective talent and expertise. The board thinks: “wait a minute, we are all smart, capable, dedicated professionals that care deeply about our community. Why can’t we manage our own association? Together we have the experience to do everything! We’ve seen HGTV! We’ve read NOLO! We can go ‘DIY’ (do-it-yourself). Let’s self-manage!” This recognition of collective skill and expertise is valuable and important. Many boards have the collective experience of any local elected board, council, or other decision-making body, and in some cases, even a Fortune 500 company. However, when it comes to California
Quorum June, 2018
common interest developments and the multiple layers of knowledge and experience that is necessary to comply with the law, it is not that simple. At a basic legal level, association boards must constantly keep abreast of the ever-changing statutes, regulations, and case law that impact their decisions. From the Davis-Stirling Common Interest Development Act (Civil Code Section 4000, et seq), to the Corporations Code, to multiple state regulations and local ordinances, in addition to the complex and dense governing documents, there are many overlapping standards that require extensive knowledge to interpret and apply. Even if legal compliance were simple, there is the financial component. California associations are subject to strict rules regarding assessment collection, budgets, reserves, spending, and accounting. Without specific education and training, it would be easy for volunteer boards going “DIY” to unknowingly violate state law or their own governing documents, in turn exposing their associations to unnecessary liability. And even if legal and financial selfmanagement were a breeze, then there is the day-to-day administration and operation of a community. There are numerous layers to this role that even
the most eager and energetic board may not be able to grapple with. From landscape and facilities maintenance, to inspections, to utilities and energy usage, each community comes with a plethora of tasks that require a specific skill set. A volunteer board may not have the expertise or training to recognize issues that arise, such as structural wear and tear, or similar damage, leading to the deferral of maintenance of serious or structural components. This could cause a domino effect of problems, causing more expensive repairs, and impacting the budget and financials. In addition, a self-managed board is tasked with finding and selecting business partners (such as landscaping, plumbing, and restoration companies), starting from scratch and using its own limited resources. The board may not know what to look for in the partners’ contracts, or how to vet for proper insurance coverage, licensing, and bonding. Failing to catch one of these issues can lead to expensive legal disputes down the line. Yet another area where a volunteer self-managed board may find itself behind the curve is with technology. Self-managed boards may not be aware of or have the resources for all of the cutting-edge technology that is available to professional management companies.
FEATURE New technology can make an association run efficiently and effectively, saving the valuable volunteer time of the board members. On the other hand, a professional management company can bring all of these resources to the table, while the volunteer board retains the discretion to make the ultimate decisions and manage the community with its additional collective expertise. Thus, utilizing a professional management company can help ensure that an association never faces the potential pitfalls of the “DIY” scenario. There are key areas where professional management can be a game-changer
7231, the director “shall have no liability based upon any alleged failure to discharge the [director’s] obligations as a director.” Corp. Code Section 7231(c). A director must perform his/her duties: in “good faith”; in “a manner [the] director believes to be in the best interests of the corporation”; and with “such care, including reasonable inquiry, as an ordinarily prudent person in a like position would use under similar circumstances.” Corp. Code Section 7231(a). Further, under the BJR, directors are entitled to “rely on information, opinions, reports or statements, including financial statements and other financial data,” that are prepared by: officers or
brings to the table a valuable pool of business partners and referrals, and has the resources to vet the business partners before and during a bidding process. This also saves inordinate time and resources for volunteer boards of directors.” Charity Okonkwo, The Management Trust. Additionally, as noted above, access to technology is another benefit to working with professional management. “With a professional management company, a board has access to technology that can make light-years of difference in the time taken in accomplishing all of the tasks it takes to successfully and efficiently run a community associa-
employees of the association whom the director believes to be competent; counsel, independent accountants or other qualified professionals or experts; or committees upon which the director does not serve, subject to certain requirements. Corp. Code Section 7231(b). California courts have interpreted the BJR as establishing “a presumption that directors’ decisions are based on sound business judgment. This presumption can be rebutted only by a factual showing of fraud, bad faith or gross overreaching.” Ritter & Ritter v. Churchill Condominium Assn. (2008) 166 Cal.App.4th 103, 123. Being able to fulfill its fiduciary duties and rely on the BJR is one major incentive for boards of directors to work with professional management. In addition, professional management can streamline many operating processes, including researching and hiring business partners. As one manager put it, “A professional management company
tion,” said Ms. Okonkwo. As is highlighted in this article, although at first glance the self-management of a community association is appealing for a capable, qualified board of directors, spending the extra resources to work with a professional management team can help ensure that the board and association have access to important resources and legal protections.
In addition, professional management can streamline many operating processes, including researching and hiring business partners. over a self-managed scenario. From the legal perspective, professional managers are trained in the complex legal rubric impacting common interest developments. Oftentimes managers are certified and required to complete continuing education, which ensures that they are up-to-date on the ever-changing legal landscape. In addition, professional management can assist with providing the important information for their boards’ consideration when deliberating about important decisions. Where a board relies on the expertise of a trained professional and/or the professionals that a manager can assist in retaining, it can show that it was properly fulfilling its fiduciary duties, and can trigger the protection of the “business judgment rule,” set forth in the Corporations Code (“BJR”). Section 7231 of the Code states that where a director performs his/her duties in accordance with subdivisions (a) and (b) of Section
Cecilia N. Brennan, Esq., Roseman Law, APC Roseman Law, APC is a full-service real estate law firm, with an emphasis in Community Association Law, providing a wide-range of legal representation to clients throughout California. Ms. Brenna can be reached at email@example.com or (619) 494-2000.
Thinking About Community Management as a Career?
The CAI-CV Professional Managers Committee is reaching out to Coachella Valley career offices at local colleges and universities and high schools to promote community management as a career. Here is a sample from the brochure that we hope will encourage career seekers. If you are interested in helping with this effort, you can join the Professional Managers Committee. Call the CAI-CV office for more details.
Community Management as a Career DYNAMIC - CONSTANTLY CHANGING – MAKING A DIFFERENCE Join one of the most dynamic workforces in the world! The fastest growing form of housing today is common interest developments or CIDs. You know them as HOAs because most CIDs are managed as homeowner’s associations. CIDs are formed any time homeowners share real property or assets in common like roads, pools, parks, tennis courts, golf courses and country clubs. Twentyfive percent of the U.S. population already live in CIDs and that number is expected to double in the next ten years. In California, there are currently 50,000 CIDs with property values exceeding $700 billion. The percent of Coachella Valley residents who reside in CIDs far exceeds the national average. Palm Desert alone estimates 80 percent of their residents live in a CID. As the number of CIDs grow, so does the job market for individuals who have the skills needed by these mini municipalities. About two-thirds of CIDs are already professionally managed and many more communities will need professional management within the next few years. According to the U.S. Bureau of Labor Statistics, the Inland Empire/ Desert Region will see more than 300 association management openings this year and will add about 100 new manager jobs annually. If you are looking for a new career, this is a dynamic field to consider. Several states require licensing or minimum levels of education for 20
Quorum June, 2018
association managers. However, mandatory education and licensing is not yet required in California. California does have a voluntary title called the “Certified Common Interest Development Manager” (CCIDM) established by Business and Professions Code Section 11502, which requires 30 hours of education in specified topics. Although the title is optional, the Code requires association managers to annually disclose to the CID if the manager is or is not a CCIDM. Association management is a distinct field because of the unique environment of CIDs. Two common traits of CIDs are that homeowners are automatically members of the CID when they purchase their property and they are required to pay assessments to maintain and replace common area assets. Homeowners also govern their own CID with a voluntary board of directors and committees made up of homeowner volunteers. Association mangers assist the board of directors and committees with managing the day-to-day operations and logistics of the CID. Association managers within the CID environment are responsible for many of the same tasks that are found in the municipal organizational context. These include financial and risk management, meeting management, and maintenance and project management. Association managers may also be responsible for managing staff, landscaping, sport facilities, resident activities, food & beverage, and
FEATURE clubhouse and meeting areas. Association managers must be familiar with laws and regulations that pertain to CIDs, including those at the local, state and federal levels. The regulatory oversight of CIDs has increased dramatically in recent years and is expected to become more complex for both volunteer board members and paid association managers. For these reasons, continuing education is critically important for successful governance of CIDs. Professional association managers combine education and experience to enhance their careers and capabilities. To become an association manager, you can find education and earn professional designations through the Community Associations Institute (CAI), an international organization that operates throughout the United States and in nine countries. CAI’s Professional Management Development Program (PMDP) is recognized internationally and meets the legal requirements established in California and other states that define the association management profession. CAI’s credentialing program can also help association managers increase their earning potential and further their career goals. CAI offers four levels of courses designed to give new association managers a knowledge base, and experienced association managers a deeper understanding of all aspects of CID
management. Courses focus on such topics as insurance, finance, leadership, governance and communications.
PROFESSIONAL MANAGEMENT DESIGNATIONS Level One CMCA® - Certified Manager of Community Associations® Level Two AMS® - Association Management Specialist® Level Three PCAM® - Professional Community Association Manager® Additional Specialization LSM® - Large-Scale Manager® The entry level professional designation, the CMCA, is administered by the Community Association Managers International Certification Board (CAMICB). After earning the CMCA, you will be on your way to earning additional community management credentials, such as CAI's Association Management Specialist® (AMS®) and Professional Community Association Manager® (PCAM®) designations. CAI's Communit y Association Manager Compensation and Salary Survey shows that managers who obtained CMCA certification earn, on average, 18 percent more than noncredentialed association managers.
compensationcomparison AVERAGE COMPENSATION WITHOUT CREDENTIALS
Assistant Community Manager
CEO of a Management Company
This data is from the Foundation for Community Association Research's Community Association Manager Compensation and Salary Survey. The full survey is available in the CAI Press bookstore at www.caionline.org/shop.
CIDs and management companies are looking for qualified, dedicated professionals to manage their communities. Come learn about becoming an association manager. Join us for a workshop and open house on Tuesday, September 25, 2018 at 5:30 p.m., at the Community Associations Institute – Coachella Valley Chapter (CAI-CV) office, located at 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92201. RSVP to 760-341-0559 or Admin@CAI-CV.ORG. More information online at CAI-CV.ORG, CAIONLINE.ORG and CAMICB.ORG.
CAI-CV thanks the Professional Managers Committee, Rhonda Drews, PCAM, Lisa Glogow, CMCA & AMS and Committee Chair, and Cardinal Ambrose, PCAM and Board Liaison, for their help developing the material for this outreach effort.
P Bowling P June 29, 2018
Palm Springs Lanes,
68051 Ramon Road, Cathedral City
G Title Sponsor
$20–Purchase Spectator Tickets at cai-cv.com includes entertainment, dinner, photos and door prize opportunities.
food sponsor – no limit – $300 lane assignment sponsor – limit 5 – $150 scholarship sponsor – limit 1 - $200 clac sponsor – limit 1 - $200
% % % % %
Wild West Bowling Contests Shoot‘em-Up Cocktails Old West Chuckwagon Dinner Wild West Photo Shoot New Sheriff in Town Door Prize Opportunities % Spectators Welcome
N Thanks to our Sponsors N 1lane sponsors – Albert Management + 2 | Allied Universal | Asphalt MD’s
Associa Desert Resort Management | Conserve LandCare | EmpireWorks | Flood Response + 2 Frazier Pest Control | Horizon Lighting, Inc. | NPG Asphalt | O’Connell Landscape | Pacific Western Bank Peters & Freedman llp | Prendiville Insurance Agency | Roof Asset Management + 4 | S.B.S Lien Services SCT Reserves | Seacoast Commerce Bank | Sunshine Landscape | Vantage Point Construction + 2 Western Pacific Roofing + 2 grand prize sponsor – M.C. Painting C greeting sponsor - U.S. Security Associates strike sponsors - Epsten Grinnell & Howell, apc | Pacific Western Bank A D dessert sponsor - Roof Asset Management ( bar sponsors - Fiore Racobs & Powers MRC - Smart Technology Solutions - A Xerox Company | PrimeCo | Securitas B food sponsors - BEHR Paint | Dunn-Edwards Corporation | Brabo & Carlsen lane assignment sponsors - LaBarre/Oksnee Insurance Agency | Vista Paint Corporation J
CAI-CV Wild West Charity
The Boys & Girls Club of Cathedral City provides education, healthcare and recreational services to local disadvantaged children to help them reach their full potential as productive responsible and caring citizens. To contribute, please bring school supplies, recreational equipment, toys or select items from the list online at CAI-CV.ORG.
Door Prizes Needed!
Call 760-341-0559 or Email firstname.lastname@example.org
CAI-CV Educational Lunch Program & Mini Trade Show Friday, May 18, 2018
Rules Enforcement: A Team Effort
Quorum June, 2018
GUEST SPEAKERS Dan Farrar, CMCA, AMS FirstService Residential Suzie Salazar, Branch Manager Allied Universal Lisa Tashjian, Esq. Beaumont Tashjian
THANKS TO OUR
SPONSORS MEMBERSHIP SPONSOR Prendiville Insurance Agency PROGRAM BOOTH SPONSORS AMS Paving, Inc. Animal Pest Management Services, Inc. Blue Sky Landscape Corp. BPR Inc. BRS Roofing Inc. Cline Agency Insurance Brokers Conserve LandCare First Foundation Bank Frazier Pest Control, Inc. Horizon Lighting Inc. Kasdan LippSmith Weber Turner, LLP Nissho of California, Inc. NPG Asphalt O'Connell Landscape Maintenance Patio Guys PrimeCo S. B. S. Lien Services Seacoast Commerce Bank Securitas Sherwin-Williams Paint Company Three Phase Electric Western Pacific Roofing PEN SPONSOR Blue Sky Landscape CAI-CV.org
Put Your Business In Front Of 1000 Real Estate Agents Every Month
GURALNICK GILLILAND & KNIGHTEN _________________________________________________________________________________________________
• Corporate Counsel •
Representing Over 4000 Home Sales Per Year
Place your ad in the Palm Springs Board of Realtors® Magazine
• Legal Opinions
• Assessment Lien and Foreclosure
• • Fees Paid by Delinquent Homeowner • Detailed Monthly Status Reports
Contact Nicole Mendoza at
40004 Cook St. Suite 3 Palm Desert, Ca www.gghoalaw.com Phone: (760) 340-1515 Fax: (760) 568-3053 For a Copy of our Legal Update Contact Melissap@gghoalaw.com
Are you flying your American Flag properly?
Choose Educated Business Partners
By Susan Browne Rosenberg, CIH, CHMM, CIEC, Desert Cities Indoor Air, LLC
EDUCATED BUSINESS PARTNER
Micha Ballesteros, Flood Response Rodney Bissell, Bissell Design Studios Inc. Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC Kimberly Burnett, U.S. Security Associates Linda Cardoza, Alliance Association Bank Rick Cech, Western Pacific Roofing Corporation Todd Chism, Patio Shoppers Tiffany Christian, Epsten Grinnell & Howell, APC Adam Eves, EmpireWorks Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten Grinnell & Howell, APC Julie Frazier, Frazier Pest Control, Inc. Erin Fujioka, G4S Secure Solutions, USA Elaine Gower, The Naumann Law Michael Graves, SCT Reserve Consultants Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., Law Office of Jennifer James, Esq. Megan Kirkpatrick, Kirkpatrick Landscaping Services Jared Knight, Vista Paint Corporation Cyndi Koester, PCAM, SwedelsonGottlieb Katy Krupp, Fenton, Grant, Mayfield, Kaneda & Litt, LLP Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, PrimeCo Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Vintage Associates Mike Murrell, Farmers Insurance - Mike Murrell Agency Matt Ober, Esq., Richardson Ober, PC Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten Grinnell & Howell, APC Dana Pride, Automation Pride Kelly Richardson, Esq., Richardson Ober, PC Brent Sherman, Animal Pest Management Services, Inc. Brittany Smith, Vantage Point Construction, Inc. Jillian Steele, Patio Products USA Dan Stites, CBCI Construction Kymberli Taylor-Burke, NPG Asphalt Liz Williams, AMS Paving Bevan Worsham, AMS Paving Jolen Zeroski, Union Bank Homeowners Association Services
Become an Educated Business Partner CAI-CV’s Business Partner Committee will host the Educated Business Partner Course on Friday, July 27, 2018 at the new CAI-CV office. Call the CAI-CV office or go to www.cai-cv.org for more information. 28
Quorum June, 2018
While driving around the Cities of Palm Desert and La Quinta on Memorial Day, I noticed that not all flags were at half-staff in the morning as required by the United States Flag Code. The Code states that on this day, the American flag should be flown at half-staff until noon and then raised to full height for the remainder of the day. The American Legion website (www.legion.org) is a great resource to read the Flag Code, download a pdf of the code and get answers to all your flag questions. Communities with flag poles should have a designated flag flyer on the security team to raise the flag at sunrise and someone to take it down at sunset. The flag should not be flown at night in the dark. Proper illumination is required on flags left out all night in a display of patriotism. The American Legion interprets “proper illumination” as a light specifically placed to illuminate the flag (preferred) or having a light source sufficient to illuminate the flag so it is recognizable as such by the casual observer. According to their website, displaying the flag at half-staff is a sign to indicate the nation mourns the death of an individual(s), such as death of the president or former president, vice president, Supreme Court justice, member of Congress, secretary of an executive or military department, etc. Only the president or a state governor may order the flag to be displayed at half-staff. “The honor and reverence accorded this solemn act is quickly becoming eroded by those individuals and agencies that display the flag at half-staff on inappropriate occasions without proper authority to do so.” It is easy to sign up for email alerts to receive notification of when the flag should be flown at half-staff. www.legion.org/flag/faq Susan Browne Rosenberg, CIH, CIEC, CHMM, and CAI EBP, is president and co-owner of Desert Cities Indoor Air, LLC in Palm Desert, CA. Her company assists HOAs in assessing the extent of water damage and mold contamination. She can be reached at 760-902-2545 or email@example.com.
OACHELLA V CAI C ALL 8 01 E
OBER 12, 2018
FRIDAY OCTOBER 12, 2018
REGISTER BY SEPTEMBER 21ST GET A FREE “T”
SU NSHINE LANDSCAPE, THOUSAN D PALMS
GRE AT BE E R, FAN TAST IC G E RMAN FOOD LI VE BAN D, DAN CIN G , G AM E S & P RIZE S
S P O N S O R S H I P S AVA I L A B L E
CALL FOR DETAILS 760-341-0559
Emerging Technologies, More Dataâ€Ś What to Expect Next By Josh Widenmann
EXAMPLE: The phone rings and it is the tenth call of the day from residents at an HOA community you manage. As the calls come in the phone system logs which HOA community has called, which resident, length of call, etc. On each call you gently remind the resident that there is a wonderful app to submit and track issues, but not to worry you are here to help.
You must print a document related to the issue from the printer on your desk and it is automatically coded to the correct HOA. You have now also dispatched a vendor on site to complete repairs for the issue(s). The vendor was automatically dispatched through your web portal and you didnâ€™t even have to make a call.
he evolution of the Internet of Things (IOT) has created an environment of interconnected devices that provide data from more sources than ever. In most cases this data is available in real time to create analytics like never seen before. Companies are utilizing these new data points to explore business bottlenecks, streamline processes, direct business decisions, track employee/vendor productivity, provide instant feedback to customers, and refine processes. Controlling customer engagement through data analysis is one of the most exciting areas for this new technology. Think about your most challenging and time-consuming customerâ€Ś Are they your biggest customer? The answer may be yes, but in overwhelming number of situations the most time-consuming customers are small to medium sized customers. When this happens, new analytics help uncover the root cause and allow for in the moment intervention. This all can sound so conceptual until you see it in action.
Quorum June, 2018
The resident sees live data on their app that the vendor is dispatched and has direct contact information available. You receive a status update that the vendor is on site as their transponder just entered the community and you can see their position live on GPS as they are logged into the vendor portal of your system.
As the repairs are completed both you and the residents affected can see photos of the updated work in the system as the vendor uploads before and after photos. When the work is complete a notification is sent out to the manager and the resident(s). The resident is immediately able to give live feedback of their satisfaction.
Upon completion of the work the resident is dissatisfied, but this time they submit their dissatisfaction through the resident portal of the app. This resolution will take more time, but it is now in a queue on your manager portal. It shows how long the issue has been open and you are easily able to track progress to a resolution.
FEATURE This may seem like an everyday situation, but given all the data collected, with the correct systems in place the data becomes powerful. Decisions can be made using this data. It is now possible to see how much time a manager is cumulatively spending managing each HOA property by tracking time spent on the phone, in the portal under that property, sending emails, and communicating with vendors so that exorbitant time spent with a community can be billed back. The printing is billed back to the community as even the desktop printing is trackable. The phone call time is billed back as well. The average response time of the vendor is available so you can decide in urgent situations to go with the vendor that has the fastest consistent response time. You are also able to see overall satisfaction ratings for each vendor by community, resident, and across all customers. And much more. Notice in the example that many systems worked together to provide one cohesive solution. The property manager could get immediate feedback and insight and so could the resident. Over the next 5-years technologies will become more integrated, single sign on systems will expand, information will be made available to customers in a
way that they do not need to pick up the phone or email. Issues will be tracked and escalation processes will be put in place to timebound response times for all issues, automation will become the largest key factor in technology growth, billback will cover more areas, apps for customers/vendors will be unifying systems, data will be available to make processes quicker and easier, customers will have the ability to do more on their own, and time spent with each customer will be rightsized to the size of the account. As these technologies unify and grow exponentially there will be two schools of thought for implementation. Either develop systems with a software/app engineer who will create a custom solution from the ground up that is specific to your company or purchase an out of the box application and be bound by the limitations of that software. There is no correct answer when it comes to software/apps. If you buy out of the box, you will wait for releases and have less control over content, but less thought will go into it and the initial investment is lower. If you create something from the ground up your upfront costs will be
higher, but you will have significantly more control â€“ long term it will cost less. If you want to learn more, contact a technology consultant. Provide them with a list of all the systems that you currently use internally, all vendors that your residents use such as cable and internet providers, all the vendors that your company partners with, etc. Once this list is provided, explain that you want to unify all systems into one dashboard with communication from residents, internal employees, vendors, and data. This will be the start of a great conversation which will keep you ahead of the curve and launch your company to the next level. It is better to be ahead of the curve than to try and catch up later. Josh Widenmann is an expert in IT Systems, Network Risk Analysis, and Information Workflow. He is the Sr. Technology Manager for MRC which is a local division of Xerox Corporation. Josh can be reached at 760-285-8777 or JoshW@mrc360.com.
CAI-CV 2018 PLATINUM SPONSOR SPOTLIGHT
42-240 Green Way #B •Palm Desert, CA 92211
Your Local Go-To HOA Contractor Vantage Point Construction, Inc. was started in 2000 to fill in the much-needed demand for a local contractor to service all the HOA construction needs. Since then, Tom Thorman, owner of Vantage Point has built a solid reputation here in the desert and is now known as, “Coachella Valley’s Trusted Full-Service Contractor.” A motto the company proudly displays. •Tom’s Wood • Pool Deck Coatings • Carport • FenceOperations Manager daughter Brittany Smith has been Vantage Point Construction for the past 8-years. She is the Repair/Replacement cheerful greater at the monthly CAI luncheon and many other CAI functions. Brittany Repair/Replacement has received many awards Repair/Replacement Repair/Replacement from CAI through her commitment and many hours of volunteer work, including the Distinguished Service Award. We • Concrete • Club/Guard House • Block Wall • Drywall & More!!! are very proud of her service to CAI. Brittany truly epitomizes the values of our company. We value our relationship with Repair/Remodel Repair/Replacement Contact us today CAIRepair/Replacement and its members. Many of our valued relationships have also been established through Francisco Estrada, Vantage Point’s Project Manager. Francisco started with our company in 2007 as a service technician, but quickly worked his way up to Project Manager, proving his quality craftsmanship skills and ability to win-over the confidence of many community managers. At Vantage Point Construction, we recognize the need for support in the Valley as a business and are proud to be a part of 24hr Emergency Service Fire & Water Restoration a great organization like CAI. We have gained many business and personal relationships with members over the years. Mold Remediation SlabaLeak Our main goal at Vantage Point Construction, Inc. is to give our customers LOCALRepairs Family Owned Service that responds to each individual need. Our motto is “the customer is always right” and we don’t just say that; we try and live that motto.
OUR MAIN GOAL IS TO SERVE THE HOA Vantage Point Construction, Inc. is a proud sponsor of the COMMUNITY OFFERING MAINTENANCE SoCal•Coyotes Non-Profit Sports Leadership Phone: (760) 340-5157 • Fax:Five-Time (760)Champion 340-2576 License # 473996 AND REPAIR SERVICES SUCH AS: • Wood (repair/replacement) • Concrete (repair/replacement) • Pool Deck Coatings (repair/replacement) • Club House/Guard House (repair/replacement) • Fence (repair/replacement) • Block Wall (repair/replacement) • Carport (repair/replacement) • Drywall (repair/replacement) • Handyman Service & More!!!
WE OFFER COMPLETE INSURANCE RESTORATION SERVICES AND WORK WITH ALL INSURANCE COMPANIES: • Wood (repair/replacement) • Concrete (repair/replacement) • Pool Deck Coatings (repair/rep
Organization. The Coyotes are America’s #1 Developmental Pro Football Program and impact the lives of approximately 30,000 local youth annually through their ‘Above the Line™’ Leadership Program. We also feed hundreds of families during the Thanksgiving holiday by donating turkey’s, hams and all the side dishes to The Bridge Church in Cathedral City. We also have a lot of fun participating in the Albert Management’s Bear Affair, which donated toys and bikes to several children’s organization’s during the holiday’s as well as the CAI annual Holiday Mixer Charity event with The Narrow Door. Again, it’s all about giving back and supporting your community that equally drives success. We are a family business and work hard to provide the best Top-Quality Service possible. There are times things do not work out perfectly, but we do our very best to fix the issue to achieve our goal of making every customer happy. We take pride in our personalized service, quality workmanship and our professionalism.
Thank you to Vantage Point Construction for their generous support of CAI-CV! 32
Quorum June, 2018
Asphalt Concrete Seal Coating Striping ADA Compliance Grinding & Pulverizing
NPGASPHALT.COM So-Cal: 951.940.0200 Desert Division: 760.320.9600 Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS
Spray Polyurethane Foam Systems Roof Repairs
Roof System Maintenance
Shingle & Shake Systems
760 813 9999 w w w . R A M R O O F. c o m
C OAC H E L L A VA L L E Y C H A P T E R
A SS O C I AT I O N S I N ST I T U T E
•Landscape Management •Arbor Service •Landscape Design •Landscape & Hardscape Installation •Water Conservation Specialist •Growers of Exotic Palms & Desert Accents
We value and respect your landscaping investment and are dedicated to you and your satisfaction.
Phone: 760- 343-0162 • Fax: 760-343-4804 P.O. BOX 265 Thousand Palms CA 92276 Email: firstname.lastname@example.org
The Coachella Valley Water District: Making every drop count since 1918
he Coachella Valley is home to a $5 billion tourism economy with 18,000 hotel rooms, 124 golf courses and internationally famous sports and entertainment events. At the same time, farmlands of the eastern Coachella Valley fuel a $1 billion agribusiness with some of the highest per acre crop yields in the world, with winter vegetables, bell peppers, table grapes, dates and lemons among the valley’s top crops. None of this would be possible without the work of the Coachella Valley Water District, which has spent the past century working to maintain the integrity of the local groundwater basin, while importing enough water to meet the needs of residents and businesses throughout the district. In the early 1900s, concerns were raised about the rapid growth of the area’s agricultural industry and the
Quorum June, 2018
"On Jan. 9, 100 years from when the vote was taken that led to the formation of the district, the CVWD board unveiled a special anniversary logo that will be used throughout the year." potential impact on the valley’s water supply from artesian wells supplied by the valley’s vast aquifer. Coachella Valley residents were also alarmed by the efforts of various water companies and entrepreneurs to capture and divert water from the Whitewater River at the west end of the valley for use by farmers in Banning and the Imperial Valley. In 1910 efforts to divert Whitewater stream flows to Banning prompted protests from Coachella Valley residents. The Whitewater River was also targeted by businessmen from Los Angeles and San Diego who wanted to build a canal that would enable the river to be used as a water supply for Imperial Valley farmers.
Valley residents realized they needed to form their own independent water agency, not only to protect their local surface water resources, but to give them their own government agency that would be authorized to import supplemental water to support the growth of the Coachella Valley’s agricultural industry. Coachella Valley residents petitioned the Riverside County Board of Supervisors on Dec. 5, 1917, to facilitate the formation of the Coachella Valley County Water District. An election was held on Jan. 9, 1918, in which 373 valley citizens cast their ballots 324 to 49 in favor of organizing the Coachella Valley County Water District, later renamed the Coachella Valley Water District or CVWD.
CVWD’s first actions were to file for rights to all unclaimed Whitewater River water and to acquire land near Windy Point west of Palm Springs to be used as a groundwater replenishment area. That dedication to groundwater has continued and remains a hallmark of the district today. CVWD also was instrumental in the building of the All-American Canal and in negotiating the historic Quantification Settlement Agreement. CVWD is a leader in the use of recycled water for irrigation and in promoting conservation through rebates and education. Today CVWD serves the Coachella Valley with seven fields of service: agricultural irrigation & drainage; stormwater protection & flood control; domestic water; groundwater replenishment & imported water; water conservation, wastewater treatment; and recycled & nonpotable water. On Jan. 9, 100 years from when the vote was taken that led to the formation of the district, the CVWD board unveiled a special anniversary logo that will be used throughout the year. The historical book, The Story of the Coachella Valley Water District: Making Every Drop Count Since 1918, was created to commemorate the anniversary. It focuses on the foundation of CVWD and how the district has evolved to support the growth of the valley through steadfast water service, water management and reliable water sources. Additional features include hundreds of photographs and stories from those who played an important role in the district’s development and accomplishments. The book can be downloaded for free or purchased for $15 at www.cvwd.org/store In honor of CVWD’s 100th birthday, a public celebration is planned for Sunday, Nov. 4 at the Living Desert. Additional information about the history of the district and the public celebration is available at www.cvwd.org/100Years Coachella Valley Water District can be reached at (760) 398-2661 or cvwd.org.
Aging Cracked Streets – Repair or Replace? By Gary Butler
hen do we need to replace our streets? That’s a question I’m often asked when evaluating older, cracked streets. It’s a great question! Although the streets are old and usually completely cracked, in our desert climate they still provide a structurally sound driving surface and will continue to so do for years to come. In my opinion, there are two conditions when replacement is the clear choice. One is when repair and maintenance is no longer a cost-effective solution, and the second is simply an aesthetic issue. We all agree that curb appeal is a key to enhancing the value of our communities and our streets are a key component of curb appeal. It’s definitely possible to add years of continued useful life to old, cracked streets with patching, crack sealing and sealing, but depending upon the amount of patching and crack sealing required, the end result might not be very attractive.
"...depending upon the amount of patching and crack sealing required, the end result might not be very attractive."
Quorum June, 2018
"Although well sealed, the crack sealant will still be visible 'almost glowing', beneath the sealcoat."
The streets might look good when driving with the sun behind you but turn into the sun and those same streets look totally different. Although well sealed, the crack sealant will still be visible, “almost glowing” beneath the sealcoat. Repair and sealcoat applications are the first level of maintenance. Repair and road slurry applications are the second level. Type I or Type II road slurry applications are used on streets that are old and eroded or severely cracked. Road slurry is thicker than sealcoat and does a much better job of covering and “masking” the crack repair work so the “glow” is not in issue. It’s a system most commonly used on city streets. The third level of maintenance jumps from sealcoat and slurry applications to the installation of an asphalt overlay. Most overlays, but not all, are installed by machine grinding and removing the top 1 ½” of your existing street and re-paving with 1 ½” of new, hot mix asphalt. In some situations, fabric membranes are installed prior to the overlay to help retard reflective cracking. Regardless of option selected, sealcoat, road slurry or overlay, cracks will reflect through them all. It
"Type I or Type II road slurry applications are used on streets that are old and eroded or severely cracked."
simply takes longer to reflect through a 1 ½” of asphalt than it does through sealcoat which has no measurable depth. If your streets are old and completely cracked yet are still structurally solid driving surfaces that can continue to be cost-effectively glued together to survive another 10 years, you simply have to answer the aesthetic issue and ask, “How will our streets look?” Although your streets might last another 10 years, if you’re tired of the cracks and you have the money to replace your streets, replace your streets. I wish I could say that’s the end of the story; your cracks are gone, and you can live happily ever after. Unfortunately, that is not the case. Your cracks are gone but not for long. As soon as your new asphalt is installed, the cycle begins all over again. Gary Butler and Asphalt MD's have been active members of CAI-CV for more than 30 years. Gary has served on numerous committees and as president of the chapter. He can be reached at (760) 863-4500 or by email at email@example.com.
"The third level of maintenance jumps from sealcoat and slurry applications to the installation of an asphalt overlay."
You Get What You Pay For By Jim Schmid
n landscaping, just like most other things in life, you get what you pay for. Paying double or triple the cost for the best plants up front, will almost always be the least expensive option in the long-run. Plant breeders are continuously working to improve varieties of popular plants to make them even better. Breeders focus on things like growth rates, disease and insect resistance, drought tolerance, bloom characteristics, and other plant attributes that are important. Much like the Patent and Trademark processes that are designed to protect investments into new chemicals, technologies, and medicines, the USDA Plant Variety Protection (PVP) Program allows breeders to protect their newly developed unique varieties for up to 25 years. This protection period allows breeders to recoup the costs of their development programs by having exclusive rights to sell their own developments. The Palo Verde tree shows good examples of improved varieties over time. Unimproved varieties of Palo Verde are present in the deserts all around us. They are characterized by exceptional drought tolerance, and rapid growth rates. Most wild-growing native Palo Verde Trees in our deserts can be recognized by their thorns and the large amounts or broken branches and limbs that surround them. Newer varieties of the tree such as Desert Museum, Praecox, or Sonoran Palo Verde have decreased growth rates (less trimming required and less susceptible to breakage), are more tolerant to varied soil types, and can have fewer thorns. There are currently over 300 varieties of Bougainvillea available in the world, and some of the newest offer significant improvements over older varieties. Thorns have disappeared,
growth rates have slowed (less trimming required), and blooms hang on longer (less mess, more consistent appearance). The difference in growth rate between newer varieties like Oo-La-LaÂŽ and older ones like La Jolla or Barbara Karst can amount to a difference of 6 or more trimmings per year. While the cost of purchasing newer varieties of plants can be significantly higher up-front, the long term savings in maintenance costs will more than offset the difference in most cases. Yellow Bells (Tecoma Stans) is another plant that has improved greatly through breeding programs. The original plant is a vigorous grower that will grow to 25 feet or more if left untrimmed. Trimming requirements are high for this plant in
Older bougainvillea varieties require too much trimming. Constant trimming removes blooms.
Fast growing bougainvillea needs too much trimming
Quorum June, 2018
Newer slower growing Bougainvillea need almost no trimming.
Unimproved Tecoma Stans grow very quickly and need a trimming often
most landscape applications. Newer varieties which grow to medium sizes compatible with most landscape applications include solar flare, sparky, bells of fire, and others. These varieties are more consistent bloomers throughout the year and have dramatically lower trimming requirements, resulting in lower costs of maintenance and improved consistency in appearance. For many species of landscape plants, there are numerous varieties available. Tree species, turfgrass species, and ornamental plant species often include improved varieties that will perform better in your location. Most of the best performers will cost you more upfront, but will be better choices in the long run. Next time you need new plants, rather than picking up whatever is in stock at Home Depot, or calling the nursery and asking for plants without specifying the variety, take a moment to do a little research, or to consult with a licensed landscape architect or contractor experienced in this area. The time you take to get the right plants will be well worth it in the long run. Over the life cycle of a plant, fertilizer, water, and trimming requirements will far outweigh the actual purchase price of the plant, especially as the costs of these inputs continue to rise. Jim Schmid is the Director of Operations at The Lakes Country Club. He can be reached at 760-610-8142 or by email at firstname.lastname@example.org.
Improved Tecoma varieties offer consistent blooming and slower growth rates
Summer Reading “A Man Called Ove” Book Review by Susan Browne Rosenberg
ou will love this book about association living in Sweden! I didn’t want it to end. A Man Called Ove by Fredrik Backman was originally published in Swedish and is now a motion picture. Despite the book’s locale in Sweden, there are many similarities to our communities in the Coachella Valley. Ove’s community is a “Resident’s Association” started by Ove and one of his neighbors. Ove was the original chairman of the association, who is now livid that he was replaced in a “coup d'é·tat.” Sound familiar? You will be chuckling at the arguments Ove gets into with his neighbors who violate the rules. Ove is constantly yelling at people who drive in areas where vehicles are banned. “Can’t you read the sign?” He’s his own self-appointed security guard, making daily rounds of his block to note violations. He carries a pen and pad to record vehicle license plates so he can track cars left too long outside on the street. I’m sure I’ve seen him on my street. Ove first appears as the person at the board meetings who is always complaining -- very loudly (you know who I mean) -- and refers to his neighbors with derogatory descriptions, rather than names. There is the “lanky one” whose wife is either the “pregnant one” or that “foreign woman,” depending on Ove’s mood. There are ongoing disputes with the “men in white shirts,” bureaucrats from the county council who try to force Ove and his neighbors to comply with countless regulations. Ove responds with an equal number of letters and has become a legend in the government office that receives them all. But Ove softens as he becomes needed by his helpless neighbors who cannot bleed a radiator or fix a bicycle. You see, Ove is very handy and “has all the proper tools a man should have.” Gradually, the neighbors worm their way into Ove’s heart and home, and he starts referring to them by their proper names, Patrick and Parvaneh, for example. Somehow, the cat that has befriended Ove never gets a proper name and is referred to as “the cat” until the end. This is a heartwarming story, perfect for summer reading by the pool or inside with the AC turned high, sipping a tall iced tea. Enjoy! Book Reviews are welcome from any of our members, especially if they connect to association living. Susan Browne Rosenberg, CIH, CIEC, CHMM, and CAI EBP, is president and co-owner of Desert Cities Indoor Air, LLC in Palm Desert, CA. Her company assists HOAs in assessing the extent of water damage and mold contamination. She can be reached at 760-902-2545 or email@example.com. 40
Quorum June, 2018
M-204 COMMUNITY GOVERNANCE THURSDAY – FRIDAY, JULY 12-13, 2018 9:00 A.M. TO 5:00 P.M. CAI-CV CLASSROOM 75410 Gerald Ford Drive, Suite 102, Palm Desert TAUGHT BY CAI-CV MEMBER Matt Ober, Esq., Richardson Ober PC LEARN HOW TO AVOID LEGAL PROBLEMS AND GAIN COOPERATION WHEN ESTABLISHING GUIDELINES. This course covers the legal basis of community rules, policies and procedures. You’ll gain a better understanding of board and management responsibilities and a better grasp of the community association as a legal entity. Learn how to advise and support your board and how to revise policies and procedures to comply with current laws and recommended management practices. TOPICS INCLUDE: • Developing and enforcing rules • Using an attorney or other professional advisor • Conflicts of interest and ethics • Reviewing and amending governing documents • Statutes and case law affecting community management • Fiduciary responsibilities of association boards, committees and managers • Management contracts COURSE MATERIALS In addition to a participant guide and a link with bonus readings and materials, you will receive: CAI Guide for Association Practitioners: Conflicts of Interest COURSE LENGTH 2 days | 9 a.m. - 5 p.m. both days A MULTIPLE-CHOICE EXAMINATION IS GIVEN AT THE END OF THE CLASS. Online Format: 4-6 hours to complete the course plus 4 hours of study via reading assignments and discussion boards. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit. TUITION CAI member: $459 | Nonmember: $559 REGISTER AT WWW.CAIONLINE.ORG.
We can help you meet your CVWD "Efficient" budget!
CA LIC. #907600 AZ LIC. #286198
Fernando Fregoso (760) 772-3673
firstname.lastname@example.org | (760) 341-0559 CAI-CV.org
Security Technology PART 1
By Kimberly Burnett
Perimeter Protection allows “smart” alerts when the perimeter has been breached so that we can handle the situation immediately via voice call down, or with a physical response.
emote Monitoring Surveillance Services Capability is designed to complement current onsite security or offer an independent virtual based security solution. Strategically placed cameras can secure problem areas, create a perimeter and provide real time situational awareness 24/7/365 via connectivity with a command center. The perimeter usually is along walls and gates that have been or could be hopped by unwanted visitors or non-residents. Perimeter protection uses virtual do-not-cross boundary lines. When the perimeter has been breached, the system provides smart alerts. This allows the security company to handle the situation immediately via voice call-down or physical response.
Quorum June, 2018
PERIMETER LINES ARE FULLY CUSTOMIZABLE. ABOVE, THE LINE IS FLASHING RED TO INDICATE THAT SOMEONE HAS BREACHED THE PERIMETER. Perimeter Protection features offer: • Live around-the-clock operators, monitoring to dispatch security officers or emergency response to patrol or secure the site • Operators view cameras on triggered events • The cameras detect breaches by both people and vehicles • Allows one security officer to monitor multiple site locations from a single command center, yielding operational efficiency • Maintains a recording of all perimeter breaches for accountability and record retention
Some companies can provide a loud speaker installed onsite. Combined with camera surveillance, the speaker enables the command center to communicate in real-time with a site to respond and mitigate incidents even in the most remote areas of a site. Remote monitoring is a great for HOA’s looking to cover a problem area where unauthorized access happens. Usually, remote monitoring is moderately priced option for securing a property. Kimberly Burnett is the Palm Desert Business Development Manager for U.S. Security Associates. She can be reached at 760-837-2000 or by cell at 323-706-9469.
Welcome Aboard La Hacienda Nursery & Landscape! By Jay Powell
rom its humble beginnings as a wholesale flower grower in 1979, La Hacienda Nursery and Landscape has grown to a 50+ employee company. In 1996, they expanded and became licensed as a commercial and residential landscape maintenance firm. Under the guidance of owners Jim and Linda Harrison, La Hacienda has built an outstanding reputation in the community as a full-service landscape and maintenance company, and a one-stop nursery for retail and wholesale shrubs, cactus, palms and specimen trees. With their on-site design center, they assist clients with selecting the right plants for the challenging desert climate. They also build custom pools and water features, and install LED lighting and artificial turf, among other landscape services. Both Jim and Linda are from the San Fernando Valley just north of Los Angeles. When they have time away from the business, they enjoy riding their motorcycles, hiking, horse back riding and boating. They are active members of the Greater Coachella Valley Chamber of Commerce and have served with the Indio Chamber for over ten years. They enjoy giving back to the community by donating plant material to valley school districts.
When asked about his business model, Jim said, â€œAt La Hacienda Nursery, we do things a little differently. We treat our customers like family. We welcome new clients to experience La Hacienda Nurseryâ€™s exceptional care for their landscape and maintenance needs. For almost 40 years our family-owned and operated company has proudly produced the highest quality plants and landscape services to individual homeowners, custom builders, community associations and other commercial clients.â€? La Hacienda is open to the public Monday through Friday from 8:00 a.m. to 4:00 p.m., and 8:00 a.m. to 12:00 p.m. on Saturdays. They are located at 80-900 Miles Avenue in Indio, between Madison and Clinton Streets. For more information about La Hacienda, please call Christal Cansino at 760-342-3427, or email her at email@example.com. You can also visit their website for more information at firstname.lastname@example.org, and like them on Facebook! Jay Powell is the Business Development Manager for Ben's Asphalt. He can be reached at 760-413-2466 or by email at email@example.com.
Plug into CAI This Summer CAI-CV IS OFFERING 10 EVENTS & 40 HOURS OF EDUCATION JUNE 8 - FOR ALL MEMBERS
JUNE 15 - FOR ALL MEMBERS
Educational Lunch Program & Mini Trade Show (for all members)
SUMMER SIZZLER, 5:00 p.m. to 7:00 p.m. (for all members)
Friday, June 8, 2918, 11:30 a.m. to 1:15 p.m.
CAI-CV Classroom 75410 Gerald Ford Drive, Suite 102, Palm Desert
Palm Valley Country Club 39205 Palm Valley Drive, Palm Desert
Managers – FREE
Ask the Attorney
Board Members – FREE
Guest Speakers, Jennifer James, Esq., Green Bryant & French, Michael Knighten, Esq., Guralnick Gilliland & Knighten, and Steve Roseman, Esq., Roseman Law
Business Partners - $100
Get up to speed on the latest legal issues: California balcony bill, enforcement, short term rentals, neighbor to neighbor disputes, new “weed” laws, rogue board members.
Unlimited margarita bar, Mexican buffet & taco bar, Jimmy Buffett style entertainment, tropical bar games, beer & wine, door prizes.
JUNE 29 - FOR ALL MEMBERS
$32 Members | $42 Non-members
CAI-CV 2018 Annual Bowling Tournament - Wild West Bowling Night (for all members)
JUNE 15 - FOR MANAGERS
Friday, June 29, 2018, 5:00 p.m. to 9:00 p.m.
Manager on the Run (MOTR) & Margaritaville Summer Sizzler (managers only) Friday, June 15, 2018, 4:00 p.m. to 7:00 p.m. CAI-CV Classroom 75410 Gerald Ford Drive, Suite 102, Palm Desert MOTR, 4:00 p.m. to 5:00 p.m. (**managers only) $10 Members | $20 Nonmembers Includes Summer Sizzler and 1 CEU credit.
FREE FOR MANAGERS & BOARD MEMBERS
Quorum June, 2018
Palm Springs Lanes 68051 Ramon Road, Cathedral City Wild West bowling contests, shoot‘em-up cocktails, Old West chuckwagon dinner, Wild West photo shoot, new sheriff in town door prizes. Spectator Tickets: $20 Members | $40 Nonmembers (CAI-CV Bowling Tournament Benefiting Charity: Boys & Girls Club of Cathedral City – see CAI-CV. ORG for details about bringing a contribution.)
JULY 12-13 - FOR MANAGERS
JULY 27 - FOR BUSINESS PARTNERS
CAI’s M204 Association Governance (for managers)
CAI’s Educated Business Partner (EBP) Distinction Course & Exam (for business partners)
Thursday – Friday, July 12-13, 2018, 9:00 a.m. to 5:00 p.m. CAI-CV Classroom 75410 Gerald Ford Drive, Suite 102, Palm Desert Taught by CAI-CV Member Matt Ober, Esq., Richardson Ober PC (Get your AMS designation with two M200 series courses, the CMCA and two years’ experience!) Scholarships available; call the CAI-CV office at 760-341-0559 Provides 14 hours of CEU credit
Members $459 | Nonmembers $559
JULY 19 - FOR ALL MEMBERS
Friday, July 27, 2018, 9:00 a.m. to 2:00 p.m. CAI-CV Classroom 75410 Gerald Ford Drive, Suite 102, Palm Desert (Get your CAI National EBP Distinction, CAI-CV EBP logo, special listing in Quorum and local and national) website, special logo in CAI-CV directory and on CAI-CV APP. $75 Members (includes continental breakfast and lunch)
AUGUST 3 - FOR MANAGERS CAI-CV’s Manager on the Run (MOTR) (for managers)
CAI-CV Day at the Races (for all members)
Friday, August 3, 2018, 8:30 a.m. to 9:30 a.m.
THURSDAY, July 19, 2018, 10:00 a.m. to 10:00 p.m.
CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert
Del Mar Thoroughbred Club, Del Mar (Includes RT First Class Bus from CAI-CV offices, departs at 10:00 a.m.) Manager Education Included (Receive 3 hours of CEU credit)
Topic: Effective Communications Includes breakfast and 1 CEU credit.
NEW! Luxury sixth floor il Palio Restaurant Patio overlooking the entire track
$10 Members | $20 Nonmembers
Exceptional food & cocktails, live betting & professional instruction, Del Mar hat contest & door prizes.
AUGUST 16-17 - FOR MANAGERS
$45 Managers, Board Members & Guests $65 Nonmembers Managers & Board Members $150 Business Partners – Includes two tickets with seats on the bus; one BP ticket and one manager ticket. (Invite a manager or board member or we can help find someone to go with you)
JULY 20 - FOR ALL MEMBERS
CAI’s M203 Community Leadership (for managers) Thursday – Friday, August 16-17, 2018, TH 8:30 a.m. to 5:00 p.m., FR 8:30 a.m. to 12:00 p.m. CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert Scholarships available; call the CAI-CV office at 760-341-0559 Provides 12 hours of CEU credit
Members $459 | Nonmembers $559
CAI’s California Common Interest Development Law Course (for all members) Friday, July 20, 2018, 8:00 a.m. to 5:00 p.m. CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert Completion of this course along with CAI’s M100 earns the recipient a Certified Common Interest Development Manager (CCIDM) certification in California. Provides 8 hours of CEU credit
Members $95 | Nonmembers $130 This course will be taught by Dea Franck, Esq. from Epsten Grinnell & Howell, and Cang Le, Esq. from Adams Stirling
Registration for all CAI-CV events and programs Visit www.cai-cv.org Call 760-341-0559
R ONT C O N
In Customer Service
AL • HOA'S COMMERCIAL • RESIDENTI
Family Owned & Locally Operated 68920 Adelina Rd, Cathedral City, CA 92234 FrazierPestControl.com • Lic. # PR5204
ANTS • ROACHES • TERMITES • RODENTS • SPIDERS • BEES/WASPS • PIGEON PROOFING
HERE firstname.lastname@example.org | (760) 341-0559
“Nature’s Work Force” CA License Number 963744
Design | Develop | Maintain 855.4.My.Habitat - 855.469.4224
Customer: California State University, San Bernardino Palm Desert Campus | 37500 Cook Street, Palm Desert, CA 92211 | Annual Landscape Maintenance
We Save What You Pave. OverKote is designed to maintain and beautify paved services. It will extend the life of asphalt for years... protecting your investment and the value of your neighborhoods.
ASPHALT COATING FOR PROS DIVERSIFIED ASPHALT PRODUCTS
Southern California’s Leading Seal Coat Manufacturer 1227 NORTH OLIVE STREET • ANAHEIM, CA 92801 TOLL FREE: 855-OVERKOTE • 855-683-7568 www.DiversifiedAsphalt.com
PRESORTED STD US POSTAGE
PAID PALM DESERT, CA PERMIT NO 149
75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211
CAI-CV UPCOMING EVENTS
GREEN IS FOR LOCAL EVENTS
SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG AND FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG
JUNE CAI’s M205 Risk Management (for managers) WHEN: Thursday – Friday, June 7-8, 2018 WHERE: Los Angeles CAI-CV Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, June 8, 2018, 11:30 Registration WHERE: Palm Valley Country Club, Palm Desert Manager on the Run (MOTR) (for managers) & Summer Sizzler (for all members) WHEN: Friday, June 15, 2018, MOTR at 4:30 p.m. Summer Sizzler at 5:30 p.m. Managers & Board Members are FREE WHERE: CAI-CV Office, 75410 Gerald Ford Drive, Suite 102, Palm Desert AI’s M100 – Essentials of Community Management (for managers & board members) C WHEN: Thursday – Saturday, June 21 – 23, 2018 WHERE: San Diego CAI’s M201 Facilities (for managers) WHEN: Thursday – Friday, June 21 – 22, 2018 WHERE: Santa Ana CAI-CV Wild West Bowling Tournament (for all members) WHEN: Friday, June 29, 2018 WHERE: Palm Springs Lanes, Cathedral City
JULY CAI’s M204 Association Governance (for managers) WHEN: Thursday – Friday, July 12-13, 2018, 9:00 a.m. to 5:00 p.m. WHERE: CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert CAI-CV Day at the Races (for all members) WHEN: THURSDAY, July 19, 2018, 10:00 a.m. to 10:00 p.m. WHERE: Luxury sixth floor il Palio Restaurant Patio at the Del Mar Thoroughbred Club, Del Mar CAI’s California Common Interest Development Law Course (for all members) WHEN: Friday, July 20, 2018, 8:00 a.m. to 5:00 p.m. WHERE: CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert CAI’s Educated Business Partner (EBP) Distinction Course & Exam (for business partners) WHEN: Friday, July 27, 2018, 9:00 a.m. to 2:00 p.m. WHERE: CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert
AUGUST CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, August 3, 2018, 8:30 a.m. to 9:30 a.m. WHERE: CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert CAI’s M203 Community Leadership (for managers) WHEN: Thursday – Friday, August 16-17, 2018, TH 8:30 a.m. to 5:00 p.m., FR 8:30 a.m. to 12:00 p.m. WHERE: CAI-CV Classroom, 75410 Gerald Ford Drive, Suite 102, Palm Desert
2018 CORPORATE SPONSORS PLATINUM______
Automation Pride AMS Paving BRS Roofing AMS Security Epsten Grinnell & Howell, APC Asphalt MD's Horizon Lighting Associa Desert Resort Management Peters & Freedman, LLP Bissell Design Studios Inc. Prendiville Insurance Agency Conserve LandCare PrimeCo Diversified Asphalt Products Vintage Associates Fiore Racobs & Powers Flood Response MRC - Smart Technology Solutions - A Xerox Company NPG Asphalt Pacific Western Bank Roof Asset Management Signarama Sunshine Landscape Vantage Point Construction Western Pacific Roofing
SILVER________ Barcode Automation, Inc. Ben's Asphalt, Inc. Cline Agency Insurance Brokers DWI First Foundation Bank Frazier Pest Control Green Bryant & French, LLP Nissho of California, Inc. O'Connell Landscape Powerful Pest Management Pro Landscaping, Inc. Seacoast Commerce Bank Sherwin-Williams Paint Co. Three Phase Electric
BRONZE______ Adams Stirling, PLC Albert Management, Inc. Alliance Association Bank Animal Pest Management Association Reserves Bank of Southern California Beaumont Tashjian Blue Sky Landscape Brabo & Carlsen, LLP CBCI Construction Dunn-Edwards Corporation Farley Interlocking Pavers FirstService Residential Guralnick, Gilliland & Knighten Hort Tech Landscape Kasdan LippSmith Weber Turner, LLP LaBarre/Oksnee Insurance
Law Office of Jennifer James, Esq. Law Office of Peggy Redmon, APC Mutual of Omaha Painting Unlimited PatioShoppers Commercial Furnishings Popular Association Bank Powerstone Property Management S.B.S Lien Services SCT Reserve Consultants SERVPRO of Palm Desert Shetler Security Silldorf Law, LLP Suntech Consulting & Roofing The Management Trust, Desert Division U.S. Security Associates, Inc. Union Bank HOA Services United Paving Vista Paint Corporation
Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press. Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, 760-341-0559.
8 Watercolors La Quinta Community Management as a Career Path 12 Community Management as a Career Path 16 What a Board President Expects 18...