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MARCH 2018

Coachella Valley Community Associations Institute Magazine

9 Palm Springs Sundial Homeowners Association, Inc. FEATURING

Landscaping 13 Be Water Wise, Not Tree Foolish: Helping Our Mature Trees Survive 14 Safer by Design: Lighting as a Crime Prevention Strategy 16 Landscape & Your Reserve Study: Go Green or Go Gold? 28 Maintenance Schedules in the Community


COMMERCIAL PROPERTY MANAGEMENT & HOA BANKING

Anita Young

Terri Hamilton

SVP, Director of Specialty Deposits

SVP, Specialty Deposits Banker

760.610.7602 ayoung@ff-inc.com

949.535.5339 thamilton@ff-inc.com

True Relationship Banking Starts with a Strong Foundation As industry experts, you can rely on First Foundation Bank HOA Services. Our in-depth understanding of the banking challenges you face each day gives us the expertise necessary to deliver customized financial solutions and a technology platform that supports your strategies and goals. Our integrated product solutions are designed exclusively for management companies and community associations to simplify your banking and protect your associations’ assets.

firstfoundationinc.com

YOUR HOA CAN BE OUR NEXT COVER JULY 201 7

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CONTACT THE CAI-CV OFFICE

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Quorum March, 2018

14 Why a Cool Roo f System? 18 On a Long Des ert Highway Cool Win ... 20 Protecti d in My Hair ng Your Roo 26 Interloc f Investm king Pave ent rs - Using Engineering Ancient , Modern and High Technolo Indu gy stry 30 Capital Stan Improvemen dards ts vs. Reserve Expense s 34 Concret e and Clay 38 How Roof Tile a Reserve s Study Protects Owner Valu 40 Save e a Lot Thro ugh Prev Maintence entive of Asphalt Paved Are as

(760) 341-0559

admin@cai-cv.org


A LEADING IT SERVICE PROVIDER THROUGHOUT THE COACHELLA VALLEY With decades of experience managing all aspects of your IT infrastructures from workstation performance and application support to communications systems and network administration, we serve as a reliable, single-source IT partner to keep your business operating smoothly. IT services and solutions include: -

Macs\PCs\Linux General Troubleshooting and Repair Mobile and Sync Data Backup & Recovery Cloud Services Antivirus Solutions; Removal and Protection - Network Troubleshooting and Repair & Network

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Performance Boost Appliance Installations Network Infrastructure Internet Service Provider equipment installation and troubleshooting - VOIP Installation Troubleshooting and Repair - Software Installation and Updates - Additional Setup Services for Media & Game center, Web TV, Video to DVD Transfer, and much more.

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CONTENTS

2018 QUORUM COMMITTEE MEMBERS CAI-CV

EDUCATED BUSINESS PARTNER

SUSAN BROWNE ROSENBERG, CHAIR Desert Cities Indoor Air, LLC PHYLLIS HARKINS, CO-CHAIR CMCA, AMS, CCAM-LS, CAMEX GM, Portola Country Club HOA

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

9 13

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EDUCATED BUSINESS PARTNER

DEA FRANCK, ESQ., BOARD LIAISON Epsten Grinnell and Howell, APC RODNEY BISSELL Bissell Design Studios, Inc. SIERRA FASANO, CMCA Trilogy La Quinta

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. Law Office of Jennifer James BRUCE LATTA Parc La Quinta

CAI-CV

EDUCATED BUSINESS PARTNER

JAY POWELL Ben’s Asphalt JIM SCHMID The Lakes Country Club DAVID SCHUKNECHT, CMCA Personalized Property Management

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STEVEN SHUEY, PCAM Personalized Property Management Co. CAI-CV

EDUCATED BUSINESS PARTNER

DAN STITES CBCI Construction, Inc. KAREN JOY TABBAH Palm Springs Regional Association of Realtors MICHAEL TURNER Urban Habitat Environmental Landscapes CREATIVE DIRECTOR & GRAPHIC DESIGNER

CAI-CV

FEATURES 9 Palm Springs Sundial Homeowners Association, Inc.

By Hudson Hale

14 Safer by Design: Lighting as a Crime Prevention Strategy

By Kimberly Weiss

16 Landscape & Your Reserve Study: Go Green or Go Gold?

By Mallory Paproth

28 Maintenance Schedules in the Community 4

ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION admin@cai-cv.org

By Jaak Junkentaal

13 Be Water Wise, Not Tree Foolish: Helping Our Mature Trees Survive

EDUCATED BUSINESS PARTNER

RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749

By Steven Shuey, PCAM Quorum March, 2018

SUBSCRIBER SERVICES

The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee.

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.


ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP................................. 33

ASPHALT AMS PAVING.................................................... 11 ASPHALT MD'S................................................ 35 NPG ASPHALT.................................................. 25

ATTORNEYS FIORE RACOBS & POWERS, A PLC.................. 22 GREEN BRYANT & FRENCH, LLP...................... 35 GURALNICK GILLILAND & KNIGHTEN.............. 25 LAW OFFICE OF PEGGY REDMON.................... 19

BANKING

20

FIRST FOUNDATION BANK................................. 2 MUTUAL OF OMAHA BANK.............................. 22

CHAPTER NEWS

UNION BANK.................................................... 39

CHAPTER EVENTS

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20 Educational Lunch Program CAI-CV New & and Mini Trade Show Renewing Members

18

CLAC Update

By Steven Shuey, PCAM

22 CAI-CV Educated Business Partners

Stress Management February 16, 2018

23 The 39th Annual CAI Community Association Law Seminar

By Dea Franck, Esq.

CONSTRUCTION VANTAGE POINT CONSTRUCTION, INC............ 27

DESIGN BISSELL DESIGN STUDIOS, INC....................... 19

FLOOD REPAIR FLOOD RESPONSE............................................. 2

GATES & GARAGE DOORS AUTOMATION PRIDE........................................ 39

40 Upcoming Chapter Events

INSURANCE BROKERS CLINE AGENCY INSURANCE BROKERS............ 39

IT SERVICES

DEPARTMENTS 6 12

AMS SECURITY.................................................. 3

President’s Message

LANDSCAPING

Welcome Aboard

CONSERVE LANDCARE.................................... 39

New Business Partner Member Pure Community By Jay Powell

PRO LANDSCAPING......................................... 15 RGA LANDSCAPE ARCHITECTS, INC.................. 3 SUNSHINE LANDSCAPE................................... 19

26 Homeowners Association Law

31

To Bee or Not to Bee? By Jennifer James, Esq.

WATERRITE - VINTAGE ASSOCIATES, INC....... 33

Meet the Committee Chair

POWERFUL PEST MANAGEMENT.................... 15

PEST CONTROL

Quorum Magazine: Susan Browne Rosenberg By Cari Burleigh, CCAM, AMS & Marne Logan, CCAM

ROOFING ROOF ASSET MANAGEMENT........................... 15

32 Platinum Spotlight

BRS ROOFING.................................................. 33

Diversified Asphalt Products

34

Water Wise

WESTERN PACIFIC ROOFING........................... 25

Adding Bacteria & Enzymes: Are They Worth It? By Patrick Simmsgeiger A Balanced Approach By Jim Schmid

SECURITY

36

SUNTECH CONSULTING & ROOFING, INC......... 19

AMS SECURITY................................................ 33 SECURITAS...................................................... 38 CAI-CV.org

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FROM THE CHAPTER

President’s Message Gen Wangler, ESQ., CCAL Fiore Racobs and Powers, A PLC

CAI-CV is settling into its new offices at University Commerce Center on Gerald Ford Drive in Palm Desert. Boxes are unpacked, the refrigerator is stocked and meetings are being held. Stop by to take a look! CAI-CV held its first event in the new classroom on February 9th with the annual Leadership and Committee Training. Just over 40 of CAI-CV’s board, committee chairs and co-chairs gathered for the training that won CAI National’s Leadership Award last year. The new classroom accommodated the group comfortably and the new audio-visual equipment made the training effortless. February was a busy month for CAI Education. Our thanks go out to Dea Franck, Esq., and John Walters-Clark, for an excellent faux-Jeopardy MOTR presentation for managers on February 2nd. Our next MOTR event for managers is scheduled for April 6 at CAI-CV’s new classroom. The Programs Committee hosted another spectacular educational program at Palm Valley Country Club with guest speaker Dr. Jeralyn Brossfield, M.D. We are grateful to Dr. Brossfield for her tips on managing stress in the workplace. Looking forward, on Friday, March 9, CAI-CV will host an Educational Lunch Program and Mini Trade Show about cyber-theft. You will want to attend this informative program to help protect your association from theft and fraud. Our guest speakers are former Electronic Warfare Analyst Alan Crandall, SVP of Mutual of Omaha Bank, and Kevin Davis, Managing General Agent for Travelers Insurance. On Friday, March 23, CAI-CV will host its annual Corks for CLAC wine tasting event at 5:30 p.m. at Shields Date Garden in Indio. There are few experiences as enjoyable as wondering through the date gardens in the evening and catching the movie "The Romance and Sex Life of the Date," a true classic! In addition to a first-class silent and live auction, there will be a barbeque dinner, champagne reception and an outstanding selection of wines presented by Total Wine’s professional sommelier. Just prior to the wine tasting, the Education Committee is hosting an “ask the attorney” Board Member Workshop. Board members who attend the workshop for $10 may attend the wine tasting for free. I hope to see you all there. Board members will want to attend the Board Leadership Development Workshop, a CAI National certificate program, scheduled from 8:00 a.m. to 5:00 p.m. on April 13. CAI’s Legislative Day in Sacramento will be held April 8th and 9th, and CAI’s National Conference will be held in Washington D.C. on May 9th through 12th. Go online to www.cai-cv.org for more information. The CAI-CV annual golf tournament will be held on Friday, April 27, at Desert Falls Country Club. There are a few foursomes and sponsorships still available. CAI-CV committees are busy meeting and planning events at the new office. If you are interested in serving on a committee, please contact the Chapter office at 760-341-0559. Enjoy the excellent articles in this month's Quorum.

Gen Wangler, Esq. Gen Wangler, ESQ., CCAL Fiore Racobs and Powers, A PLC

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Quorum March, 2018


CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNER DISCOUNT TREE SERVICE Jaime Elenes (760) 391-8328 info@discounttreesvc.com

2018 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS GEN WANGLER. ESQ., CCAL PRESIDENT Fiore, Racobs and Powers A PLC

RENEWING BUSINESS PARTNERS FARLEY INTERLOCKING PAVERS Charissa Farley (760) 773-3960 charissa@farleypavers.com

MIKE TRAIDMAN PRESIDENT ELECT Mira Vista at Mission Hills HOA PHYLLIS HARKINS, CMCA AMS, CCAM-LS, CAMEX PAST PRESIDENT GM, Portola Country Club HOA JOLEN ZEROSKI, CMCA TREASURER Union Bank

O'LINN SECURITY, INC. Kimberly O'Linn (760) 320-5303 kolinn@dc.rr.com CAI-CV

EDUCATED BUSINESS PARTNER

JOHN WALTERS-CLARK SECRETARY Associa Desert Resort Management CARDINAL AMBROSE, CMCA, AMS, CCAM, PCAM DIRECTOR Albert Management, Inc.

PRO LANDSCAPING, INC. Jesse Escamilla (760) 343-0162 office@proland-inc.com

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management DEA FRANCK, ESQ. CAI-CV DIRECTOR Epsten, Grinnell and Howell, APC

EDUCATED BUSINESS PARTNER

GERARD GONZALES DIRECTOR Albert Management, Inc. MATT LAWTON, CIC, CIRMS DIRECTOR Prendiville Insurance Agency

PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS Karen Joy Tabbah (760) 320-6885 karenjoy@karenjoyproperties.com

CAI-CV

EDUCATED BUSINESS PARTNER

LOUISE STETTLER DIRECTOR Palm Valley Country Club HOA

CAI Coachella Valley Office 41-905 Boardwalk, Suite A-2 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org CAL LOCKETT Executive Director clockett@cai-cv.org

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

ASSOCIA DESERT RESORT MANAGEMENT Maria Guffey (760) 346-1161 mguffey@drminternet.com Jamie Hansen (760) 346-1161 jhansen@drminternet.com Elle Newbold-Semenov (760) 346-1161 ensemenov@drminternet.com

RENEWING MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Dana Brown (760) 324-1873 dbrown@drminternet.com Carolyn Chesnut (760) 346-1161 cchesnut@drminternet.com Gloria Kirkwood (760) 772-2092 gkirkwood@drminternet.com

VANTAGE POINT CONSTRUCTION, INC. Julie Mogolis Brittany Smith (760) 346-1161 Ext. 144 (760) 340-5157 jmogolis@drminternet.com vpcbrittany@yahoo.com Balvina Ramirez (760) 408-1036 NEW MULTI-CHAPTER balvina.ramirez@yahoo.com BUSINESS PARTNER BRIAN BERCE INSURANCE AGENCY, INC. Brian Berce (818) 597-1800 brian@berceinsurance.com

DATATECH BUSINESS CONSULTANTS, INC. Katherine Melbern (760) 808-5213 Katherine@datatechcorporation.com

RENEWING MULTI-CHAPTER BUSINESS PARTNERS

DESERT FALLS MASTER ASSOCIATION Martha Fogg (760) 341-6016 mfogg@dfmaster.com

ADT SECURITY Janett McMillan (954) 683-9906 Ext. 1907 janettmcmillan@adt.com BEN'S ASPHALT, INC. Teri Braden (714) 231-0100 teri@bensasphalt.com KASDAN, LIPPSMITH, WEBER, TURNER, LLP Ritchie Lipson (949) 906-9220 rlipson@kasdancdlaw.com MCKENZIE RHODY, LLP Daniel Ryan (415) 637-4859 dryan@mrcdlaw.com

NEW MANAGER MEMBERSHIPS ALBERT MANAGEMENT INC. Katie Guinaw (760) 895-7504 katie.guinaw@albertmgt.com

PERSONALIZED PROPERTY MANAGEMENT CO. Steven Shuey (760) 325-0059 IslandMgr@aol.com RANCHO MIRAGE COUNTRY CLUB HOMEOWNERS ASSOCIATION William Kingston (760) 328-2350 rmcchoa@verizon.net THE MANAGEMENT TRUST, DESERT DIVISION Shawnna Carr (760) 776-5100 Ext. 6303 shawnna.carr@managementtrust.com THE SPRINGS COMMUNITY ASSOCIATION Kelly Roseman (760) 328-2131 kroseman@springscommunity.com

CAI-CV.org

NEW MULTI-CHAPTER MEMBERSHIP FOR MANAGERS ASSOCIA-PCM Irene Mata (909) 790-2231 irene.mata@associa.us ASSOCIA-PCM Antonia Vizcarra (909) 790-2231 antonia.vizcarra@associa.us

RENEWING NATIONAL CORPORATE MEMBERSHIPS ALLIED UNIVERSAL Tim Albert (951) 801-7300 tim.albert@aus.com BRIGHTVIEW LANDSCAPE SERVICES Nathan Nevois (949) 491-2032 nathan.nevois@brightview.com CERTAPRO PAINTERS Lawrence Nelson (760) 320-1909 tnelson@certapro.com PPG PAINTS Stephanie Burnside (951) 225-5722 stephanie.burnside@ppg.com UNION BANK HOMEOWNERS ASSOCIATION SERVICES Jolen Zeroski (800) 669-8659 Ext. 4 jolen.zeroski@unionbank.com

NEW VOLUNTEER LEADERS SANDCLIFF Lea Honeycutt Pam Jenner Mitch Lininger Richard Rachel Karen Willam

RENEWING VOLUNTEER LEADERS BANNING ESTATES HOMEOWNERS ASSOCIATION Tim Antista Allan Callison Jonathon Conant Kay Litras Kathleen Murphy CORONADO GARDENS HOMEOWNERS ASSOCIATION Kay Bristow Linda Charest Bob Hathcock Patricia Olivier Marilyn Williams WARING PLACE HOMEOWNERS ASSOCIATION Sally Armitage Joseph Schneider Deborah Taylor Dan Urie Wayne Walker

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FEATURE

Palm Springs Sundial Homeowners Association, Inc. By Jaak Junkentaal

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Quorum March, 2018


FEATURE

P

alm Springs Sundial Homeowners Association, Inc. is located in central Palm Springs, California bordered on the north by Tahquitz Canyon Way, on the south by Baristo Road, and on the east by Civic Drive. This location is within walking distance to the Palm Springs International Airport, the Palm Springs City Hall, the Palm Springs Police Department headquarters, and a very short driving distance to downtown Palm Springs and its restaurants, the museums, and other area attractions that draw visitors worldwide to this destination city. Sundial HOA was developed in the mid-1980s by Sunshine Holdings on a tract of fee land of approximately eight and a half acres. The developer’s original intention was to continue the expansion of Sundial within a Planned Unit Development encompassing an additional 29 acres to the west but financial circumstances restricted the original developer, and the adjacent land was sold. Although a succession of property owners acquired the vacant site to the west over the decades, none succeeded in having the financial capability to move forward with development. In 2017 a new owner with no connection to Sundial HOA acquired the adjacent property, and has begun construction of a residential development on the vacant land to the west of Sundial that has been welcomed by the Sundial homeowners as a neighborhood improvement. Sundial HOA is comprised of 79 twostory residences in three floor layouts having square footage ranging from 1218 square feet to approximately 1300 square feet. The HOA includes a clubhouse, two tennis courts, four spa/swimming pools located throughout the complex, 18 buildings comprised of duplex units, common wall center “townhouse” style units, and end units to these common wall rows of townhouses. Unique to Sundial is the added feature of two-car attached garages for every home. The community is gated with entrances from Louella Road and Civic Drive. Adjacent to the clubhouse are the locked CAI-CV.org

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FEATURE

"ATTRACTIVE ASPECTS OF SUNDIAL TO MANY HOMEOWNERS INCLUDE THE OPEN LANDSCAPE YARD DESIGN"

mailbox locations for all residences. Sundial HOA is incorporated as a Planned Unit Development: which means a delineation of HOA property maintenance/landscape responsibilities and property maintenance responsibilities of the individual owner. HOA fees have remained stable over the years with periodic annual increases, and are currently $350 per month. Many new homeowners have found it of value to remodel interiors resulting in raising property values. Most recent sales in Sundial have been in the high $200,000s, real estate listings have often been on the market for less than 30-45 days, and the vacancy rate is extremely low. All homes are individually metered for domestic water, natural gas, and electricity. Solar energy installations have only been undertaken for the first time by a homeowner in 2018, but are not restricted in the complex. Several homeowners have chosen to replace the single-pane glass in their residences with double-pane energy efficient windows. Attractive aspects of Sundial to many homeowners include the open landscape yard design in which the individual private patios may not be 10

Quorum March, 2018

fenced in with an enclosure. As a result the attractively landscaped and maintained grounds become an extension of each home. Homeowners have access to the entire landscaped grounds, the use of any of the spa/swimming pools, and are welcome to pick citrus fruit from any of the trees found on the grounds. The substantial mountain views to the west and south add attractiveness to the location, and the set-back from the main arterial streets adds an element of privacy to the complex. The HOA rules limit rentals to no less than 6-month leases, and this has prevented the atmosphere of the complex from taking on the characteristics of a short-term rental location. Approximately 65-70 percent of the homes have fulltime residents. The HOA has five board members, three elected in one year and two elected in the next year. Terms of office are two years with no term limits. There are two standing committees, the Landscape Committee and the Architectural Committee responsible for reviewing all external architectural changes/ additions proposed by a homeowner to their residence. Due to the small size

of the HOA itself, the nature of committee activity will vary depending on the landscape projects being proposed for the common areas or the number of architectural variance requests periodically received. Su nd ia l HOA has reta ined Personalized Property Management, for the HOA management for many years. David Schuknecht is our designated Community Manager with PPM. The other major contract for services at Sundial is Professional Landscape Services of Palm Desert, that took over landscape/grounds care in 2017 and has significantly enhanced the overall appearance of the landscape and property. This narrative was prepared for CAI by Jaak Junkentaal, President of the Sundial HOA Board of Directors, a fulltime resident of the HOA. He may be reached at jjaakster@gmail.com or cell (760) 799-8737. Community Manager David Schuknecht, may be reached at PPM by phone at (760) 325-9500 or by email at David@PPMinternet.com


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WELCOME ABOARD

New Business Partner Member Pure-Community Pure-Community is a Digital Technology / Media firm, affiliate partner of the Better Business Bureau, and a division of the Pure Group of Companies with a local office in Palm Desert. They provide private On-Line Preferred Vendor / Marketplace Directories for country club and community residents to enjoy exclusive offers from pre-screened local vendors and service providers. Residents share their experiences and provide feedback through an internal review generation system helping others make informed decisions. Wherever possible, Pure-Community sources local vendors and businesses to help promote local economies. Vendors are carefully selected through a screening process that includes numerous mandatory requirements to ensure best business practices. Their VP of Sales Development, Jeff Maclean, is a local Coachella Valley resident and explains their vision -

By Jay Powell

“Community Residents are a collection of homeowners and invited guests, but they are also consumers looking for trusted products, services, and trades. We bridge that gap in a safe, easy to use environment, using modern technology and local providers. Participating communities will have exclusive access to hundreds of quality vendors.” The Pure-Community Directories are unique and extensive – they incorporate everything from Home Repair & Trades, Food & Beverage, Medical & Dental, Professional Services, Entertainment, and numerous additional categories. There is a fresh look and feel to their products making the user experience enjoyable and addictive. If you are interested in your community becoming a PureCommunity partner, or for more information, please visit purecommunitysystems.com or call 760-835-0440. Jay Powell is the Business Development Manager for Ben's Asphalt. He can be reached at 760-413-2466 or by email at jay.powell@bensasphalt.com.

YOUR EXCLUSIVE ON-LINE MARKET-PLACE DIRECTORY Pure-Community is an exclusive On-Line Market-Place directory for Country Club and Community resident members and invited guests to enjoy exclusive offers from local vendors. Members share their experiences and provide feedback through “Pure-Community vendor reviews”, helping other members to make informed decisions.

LEAVE A REVIEW Wherever possible, Pure-Community uses local vendors and businesses to help promote local economies. Vendors are carefully selected through a screening process that includes numerous mandatory requirements such as: up-to-date website, positive reviews, and positive community influence. There are other considerations, however business size is not important – we promote small and mid-size local businesses.

Pure-Community is a division of Pure Digital Media Systems, with a corporate office inisPalm Desert, We provide Digitalwith Media Pure-Community a division of California. Pure Digital Media Systems, a and Advertising solutions to various across California North corporate office in Palm Desert, businesses California. We provide Digitaland Media and America, including: Trades and Construction, Medical and Dental, Health Advertising solutions to various businesses across California and North and Beauty, Golf and Recreation, Food and Beverage, Automotive, America, including: Trades and Construction, Medical and Dental, Health and numerous other industries. Pure isAutomotive, a proud affiliate Beauty, Golf andbusinesses Recreation,and Food and Beverage, partner of the Better Bureau, a member of the and numerous other Business businesses and industries. Pure is aCoachella proud affiliate Valley Associations Institute, and a member of various local partnerCommunity of the Better Business Bureau, a member of the Coachella Chambers of Commerce. Valley Community Associations Institute, and a member of various local Chambers of Commerce. Our goal is to selectively align ourselves with a small number of respected club communities within Coachella Valley, Our goal is country to selectively align ourselves withthe a small number of offering an exclusive on-lineclub Marketplace for member residents and invited respected country communities within the Coachella Valley, offering guests that will include over 400 carefully selected vendors service an exclusive on-line Marketplace for member residents and and invited providers per community. Participating Vendors andvendors Service and providers guests that will include over 400 carefully selected service will pay anper ongoing monthly fee to Pure-Community, and participating providers community. Participating Vendors and Service providers Country Club HOA’s monthly will receive of the monthly will pay an ongoing fee atoportion Pure-Community, andproceeds. participating Country Club HOA’s will receive a portion of the monthly proceeds.

BENEFITS TO YOUR COUNTRY CLUB BENEFITS TO YOUR COUNTRY CLUB COMMUNITY COMMUNITY Profit Sharing - You receive a portion of the monthly gross sales. Profit Sharing - You receive a portion of the monthly gross sales. Participating communities require no ongoing effort from HOA or Community Pure-Community all necessary ParticipatingManagement communities –require no ongoingprovides effort from HOA or tools and infrastructure. Community Management – Pure-Community provides all necessary tools and infrastructure. Promotes local Coachella Valley Businesses. Promotes local Coachella Valley Businesses. Vendor quality and performance is regulated by participating community members through an is on-line review Poor Vendor quality and performance regulated byprocess. participating performing vendors will be removed andreview replaced. community members through an on-line process. Poor performing vendors will be removed and replaced. All vendors are pre-screened and interviewed, ensuring professional andpre-screened ethical business All vendors are and practices. interviewed, ensuring professional and ethical business practices. Participating vendors are informed of all community requirements and regulations.Compliance is mandatory and strictlyrequirements regulated. Participating vendors are informed of all community Non-complying vendors will be removed and and regulations.Compliance is mandatory andreplaced. strictly regulated. Non-complying vendors will be removed and replaced.

Exclusivity Exclusivity

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www.purecommunitysystems.com www.purecommunitysystems.com

P: 760 835 0440 E: info@purecommunitysystems.com P: 760 835 0440 L: Palm Desert, CA E: info@purecommunitysystems.com L: Palm Desert, CA


FEATURE

Be Water Wise, Not Tree Foolish: Helping Our Mature Trees Survive By Hudson Hale, Certified Arborist

C

alifornians are doing a great job of conserving water resources by redesigning our water-thirsty landscapes. Water district rebates also give homeowners and HOAs financial incentives to reduce water use (as well as maintenance costs) by converting turf areas to more water efficient gardens. Unfortunately, this is causing a decline in many of our mature trees. Trees provide valuable shade. They also give homes a sense of scale, and their canopies help define properties. With landscape lighting, you also know how magical trees can make properties look at night. Combined efforts to decrease water use with record summer temperatures have proven to be a perfect storm for tree failure during the last several years. Couple this with ongoing pruning practices that cause trees to go further into stress and you have a tree decline epidemic. What can be done to curb these trends? Many “desertscape” conversions deprive trees of the water they are accustomed to and can lead to their decline. It is important to realize that the feeder roots that nourish our trees are located under the outer edge of the tree canopy (“dripline”) and beyond. The water that is lost from turf removal must be replaced in this zone. A token bubbler or two placed near the trunk of the tree will not suffice, as only anchoring structural roots are there and not feeder roots. Concentrate on the dripline and place bubblers or high gallonage emitters every six (6) to eight (8) feet apart around this outer circumference to insure tree survival. Not all trees are destined for survival under lower water conditions. When in doubt, consult your local landscape

professional or arborist to see if your mature trees can endure a conversion or if they should be removed and replaced with more desert hardy species. Once tree health is stabilized by supplying adequate, well-placed irrigation, verify that pruning practices support controlled tree growth and do not cause additional stress. For starters, never remove more than twenty-five percent (25%) of a tree canopy at once and always avoid pruning during

"TRY TO ENCOURAGE TREE THINNING AND 'HEADING BACK' INSTEAD OF TREE TOPPING." the hot summer months. Try to encourage tree thinning and “heading back” instead of tree topping. Topping implies just whacking back larger branches to reduce tree size. The issue with topping is that it creates massive bundles of small branches where the cuts were made as well as throughout the tree. Topping disfigures the tree and creates more pruning down the line because of the resulting abnormal regrowth. These bundles of growth can also be a liability because as the branches increase in diameter they will start to force other branches in the bundle out and cause branch failure and falling. All of the above can directly cause stress (e. g., sunburn) to the tree or subject it to the stress of trying to regrow after over-pruning. A stressed, weakened tree is more susceptible to fungal and insect attack than a healthy tree. Trees are a huge asset in our desert. Let’s work at keeping them supplied with adequate irrigation over a larger root area to ensure our much-needed shade. Let’s also try to encourage correct pruning practices to encourage their long-term survival. Hudson Hale graduated from Cornell University with a Bachelor of Science degree in Landscape Horticulture. He has 36 years experience in the landscape business. He is owner of Water Wise Landscape (formerly Hort Tech Construction) specializing in water efficient residential and commercial design, installation, and maintenance. His current certifications include International Society Arboriculture (ISA) Certified Arborist, and Irrigation Association Certified Irrigation Auditor. CAI-CV.org

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13


FEATURE

Safer by Design: Lighting as a Crime Prevention Strategy By Kimberly Weiss

M

any larger community associations offer functions that used to be the responsibility of the city. For example, parks and outdoor recreation opportunities have historically been provided by cities and towns, but due to diminished public funding, these duties have been pushed onto HOAs. Since many individual community associations now host parks and recreational facilities for their residents, the duty of safety and security in those areas falls upon the HOA as well. As our populations grow, so does the need for new and innovative strategies to prevent crime, and so our communities can and should look to cities to learn the crime prevention strategies that have been tested and proven on the public dollar. Crime Prevention Through Environmental Design (CPTED) is the latest trend, as it has shown great success in decreasing crime in public areas. In fact, the strategy has been accepted by the Center for Disease Control (CDC) as a viable public health strategy. In a nutshell, CPTED uses environmental design factors, such as strategically placed police call boxes and more and relatively better lighting, to influence human behavior.

"So what makes people feel safe? This question has been studied much in recent years and although there are many facets contributing to the feeling of safety, lighting is a main contributor."

CPTED was innovated by Timothy Crowe, renowned criminologist and author of the book "Crime Prevention Through Environmental Design." In his book, Crowe defines CPTED as “the proper design and effective use of the built environment that can lead to a reduction in the fear and incidence of crime and an improvement in the quality of life.” 14

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Cities such as Seattle, Houston, Orlando, Tampa, and Dallas have implemented CPTED strategies in many of their public areas and have seen huge success. Police calls have been reduced and some cities have seen a decrease in crime by as much as 43%. In response, a focus on proper lighting techniques is being integrated in cities all over the world, and the term “Safer by Design” has been coined. So what makes people feel safe? This question has been studied much in recent years and although there are many facets contributing to the feeling of safety, lighting is a main contributor. Absence of shadows, even coverage, enough light to see well, good color rendering – these are all big contributors to the public perception of safety. Other environmental design factors that have been identified include a focus on place-making and public art. Some key principals that are considered when designing a space with crime prevention in mind include ideas that revolve around Natural Surveillance: • Light for people, not the sky: i.e. keep light on the ground where it’s needed by people, not shining up into the sky. "As our populations grow, so does the need for new and innovative strategies to prevent crime, and so our communities can and should look to cities to learn the crime prevention strategies that have been tested and proven on the public dollar."

• “Eyes on the Street”: Can you see the street from inside your home? If people can see out without obstruction, then criminals are concerned that their actions might be seen by someone. (Of course, careful planning is needed to ensure that it isn’t so bright that the light intrudes into windows or up into the sky.)


• Trees: The presence of trees has been shown to reduce crime, but remember the 2’x6’ rule - shrubs should be no higher than 2’ above the ground and the canopy should be at least 6’ off the ground. • Limit/eliminate glare: Proper placement of lights reduces glare, eliminating shadows criminals can hide in. • Entries should be visible and well lit; use indicator lights at intersections and key areas. • Maintenance: avoid the Broken Window Syndrome (if thugs see a property in disrepair, it is an invitation for crime).

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• Provide a comprehensive wayfinding system. Now more than ever, knowledgeable and qualified lighting designers are a crucial part of safe and fulfilling life in urban and suburban communities. Just as intentional environmental design can reduce crime, lack of design can inadvertently increase the likeliness of crime in a community. A flood light on an eave, conceived by a well-intended board member as a low cost way to light the adjacent parking lot, could instead result in a hazard by creating an unexpected shadow on the opposite side of the parking lot, where the light is blocked by a tree in the median. A criminal can stand in the shadow undetected, waiting for the perfect opportunity.

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15


FEATURE

Landscape & Your Reserve Study: Go Green or Go Gold? By Mallory Paproth

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eing a newer resident to Coachella Valley, I find myself taking side streets instead of zooming home after work events. I drive around with no predetermined route, but knowing the general direction in which I’m heading. Every single time I’m astonished at the sheer number of HOAs that line the streets. One after another, after another. Most have pretty, decorative signage at the main entrance, surrounded by flowers, palms, DG, rocks, and small patches of grass. Once in a while, a green strip will catch my eye. As I drive it waves down the winding wall, mesmerizing me into a day dream… so green, so lush, so much grass? The local drought has likely caused most of us to question our water usage, in the form of an outrageous water bill. We then analyze it and cut where we can. This thinking then extends to the household, and we are compelled to think of the biggest water consumer, our beautiful green yards. The almost decade-long drought has forced us to alter our landscape perspective. Drought tolerant and ‘zero-scape’ landscapes are here to stay.

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Quorum March, 2018

WHERE LANDSCAPE MEETS RESERVES Reserve studies take into account an association’s common area amenities. A component report will identify those amenities, and assign reasonable lives and costs. Just when we think we know our common area, an unexpected issue arises! A contractor discovers electrical wires without conduit, pool equipment

An association’s reserve study may or may not already include landscape components. If any are to be added, they must fit within reserve component parameters. Let’s first define the relevant component terms. Landscape is softscape, including plants, trees, turf, and anything of the sort. Irrigation refers to equipment, including valves, controllers, and water lines. While reserve studies will typically include

AN ASSOCIATION’S RESERVE STUDY MAY OR MAY NOT ALREADY INCLUDE LANDSCAPE COMPONENTS. in an underground pit needs to be brought above ground, or a 30-year-old irrigation and landscape design is outdated and wasteful, making a refurbishment badly needed. As such, a reserve study should be thought of as a living, breathing document that can adapt to meet a community’s needs, now and in the future.

controllers and backflow valves, water lines are nearly impossible to measure, and it is very difficult to pinpoint full and remaining lives. Many landscape aspects face similar dilemmas, creating ambiguity as to whether they qualify as reserve components. Some questions to think about: Is this a recurring expense, or a one-time


FEATURE cost? Can reasonable full and remaining lives be estimated? Can we assign a reasonable estimated cost? Is this in the common area? Reserve studies are meant to change with the times. We now understand that landscape does not last forever. When it’s time for an update, remove that water-guzzling turf and replace it with drought-tolerant plants and rocks. In the end, there isn’t nearly as much to water. The existing water lines will need to be rerouted and adjusted to fit the new landscape. Sayonara spray sprinklers! Hello drip lines! Projects like these are often large, reaching to all corners of a community. This is the perfect time to take a closer look at the rest of the common area, address any potential issues, and adjust any other water lines that spray onto fence, homes, or walls. As we all know, water is the culprit of many unexpected issues and expenses! No one wants to replace fence or another amenity prematurely because the sprinkler’s reach went unnoticed for years.

IF COMPONENTS ARE THE FOUNDATION, THE SITE INSPECTION LAYS THE BRICKS We encourage our clients to be as open and honest about the components they currently have. This way, we can put together the best funding plan moving forward. Components are the foundation of a reserve study, and during the site inspection is the best time to talk about those amenities. Taking on a new project is never easy, especially in uncharted territory. Luckily, there are resources at your fingertips! I highly recommend meeting with your site inspector during your association’s next on-site reserve study. This is an amazing opportunity for board members to ask ANY question pertaining to the common area. Per California Civil Code, community associations are required to have an on-site Reserve Study performed every three years, so make the most of it! Just walking the property with your

reserve professional can shed light on new issues, renew interest in lost ideas, and offer a fresh perspective with some new insight. We also suggest talking with your landscape business partner (if you don’t have one, the CAI Directory is

"RESERVE STUDIES ARE MEANT TO CHANGE WITH THE TIMES. WE NOW UNDERSTAND THAT LANDSCAPE DOES NOT LAST FOREVER."

a great place to start!) to begin a plan and priority list. Together with your reserve professional, you can then put a phasing plan together in your reserve study for the length of the project. The plan can be to go full force for one year, spread it out over a few years, or plan to fit your budget—whatever best fits your community. Make sure to use the latest technology when upgrading equipment, such as smart irrigation controllers. Take time to look for other cost-saving opportunities including rebates, you will be happy you did! Putting a plan together minimizes mistakes—you wouldn’t want to start a landscape project in the center of the community a few months after your asphalt is sealed. Mallory Paproth has grown up around reserves, learning about reserve studies with her father during high school, and has been working for SCT Reserve Consultants full-time for over 3 years. She is a CSU Long Beach alumna with a Bachelor’s degree in Financial Management. Mallory has attained her Educated Business Partner designation for CAI and is on the CAI-CV Education Committee. She can be reached at mallory.p@sctreserve.com. CAI-CV.org

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ABOUT CLAC

CLAC Update By Steven Shuey, PCAM, CCAM

I

"It is estimated that the inspection, which must be performed by a qualified person or company, will likely cost over $5,000 per element inspected. The requirement will be to have 15% of the building inspected."

f you live in a condominium community with wood-frame construction that has balconies or other exterior elevated elements, like walkways or staircases, you should continue reading! SB721, a bill proposed by a concerned senator is about to impact your life. This bill is commonly referred to as the "balcony bill" and has major implications for associations that fit the profile described above. Once passed, this bill will require your association to inspect and assess the structural performance of the balconies and other exterior elements every six years. As a safety item, this may not be a bad thought. Sadly, it will be enormously expensive and will likely damage the water-tight integrity of the outer wall of the building, making matters worse, not better. It is estimated that the inspection, which must be performed by a qualified person or company, will likely cost over $5,000 per element inspected. The requirement will be to have 15% of the building inspected. In a 100 unit community, that estimates to 15 locations where the outer wall of the building that may consist of stucco, wood siding, or waterproofed decking, will be broken open or torn apart in order to inspect the interior wall's structural elements. Of course, the contractor performing the work will patch it back up again, but, as anyone who knows construction will tell you, the patch is never as good as the original, particularly when it comes to waterproofing. I'd be upset with the damage caused by the inspection, but that is the least of the issue. How is this going to get paid for? While well intentioned, this bill was intended to correct a bad situation with slum apartments, not association dwellings. It does not acknowledge that associations have reserves that require inspections and that they collect assessments for timely repairs. Is your association prepared for the impact of this? I rather doubt it (most are not). Does this information alarm you? It should if you live in a wood-frame, multi-story condominium with exterior walkways or balconies. If you are alarmed or concerned by what you are reading here, you should contact your state senator and assembly member to STOP SB 721. If you are familiar with the Town Hall feature on Facebook, you can contact them in that manner. Otherwise, call them at their offices, send an email or text message, or mail a letter by US Mail. Your legislators need to know of your concerns. Do it today. Steven Shuey is a certified Professional Community Association Manager. He serves on the National Faculty of CAI and a past board member of the APCM. He also serves as a delegate on the California Legislative Action Committee (CLAC). He is a community association consultant with Personalized Property Management here in the Coachella Valley. In January 2017 he was awarded the lifetime achievement award from CAI-CV. He may be contacted at IslandMgr@aol.com. You can follow him on Twitter (www.twitter.com/@IslandMgr).

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Quorum March, 2018


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Quorum February, 2018


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EDUCATED BUSINESS PARTNER

Choose Educated Business Partners Micha Ballesteros, Flood Response Rodney Bissell, Bissell Design Studios Inc. Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC 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 Call the CAI-CV office or go to www.cai-cv.org for more information. 22

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V

CAI-C

Around The World In Eighteen Holes 2018 CAI-CV Annual Golf Tournament

Friday, April 27, 2018

1111 Desert Falls Parkway Palm Desert, CA 92211 Registration & Breakfast: 6:30 A.M. Shotgun Start: 7:45 A.M. Luncheon, Awards, Live Auction & Prizes  1:00 P.M. – 3:30 P.M. Cost to Play Foursomes: $ 650 Individuals: $ 175 Lunch Only: $ 25 Foursomes and Sponsorship Opportunities are still available

Sign up online at www.cai-cv.org or call the CAI-CV office at 760-341-0559

Players of all ability levels are welcome.

The 39th Annual CAI Community Association Law Seminar By Dea Franck, Esq.

F

rom January 31 through February 3, 2018, community association lawyers, community association insurance specialists, and community association managers from all over the United States enjoyed the beautiful desert weather while attending CAI’s 39th Annual Community Association Law Seminar. Presented by the CAI’s College of Community Association Lawyers (CCAL), attendees learned about various legal and insurance issues and trends that the community association industry faces. In addition to the valuable learning opportunities and the chance to network with other industry professionals, attendees experienced desert hospitality at its best as the Law Seminar was hosted at the beautiful La Quinta Resort and Spa. The Law Seminar’s feature speaker this year was Jeffrey Toobin who presented on the history of the Supreme Court as well as the political and personal relationships of the Supreme Court Justices. Mr. Toobin is an attorney and staff writer for The New Yorker, the best-selling author of The Nine: Inside the Secret World of the Supreme Court, and a senior legal analyst for CNN. In addition to Mr. Toobin’s speech, seminars were offered on varied legal and insurance topics such as evaluating

financial resources for significant property losses; reasonable accommodation of assistance animals; emerging community association law trends; strategies for responding to hoarding disorders and hostile environments; the impact of legislative trends on community association governance; fiduciary duties in community associations; navigating the nuances of the Fair Housing Act; staying on top of the issues for over-55 community associations; and transgender and gender variance in community associations. Overall, attendees were not disappointed at this wonderful and informative event held in our beautiful Coachella Valley. Next year’s Law Seminar will be held in New Orleans on January 23-26, 2019. Dea Franck is an attorney in Epsten Grinnell & Howell, APC’s Indian Wells office. With offices in the Coachella Valley, San Diego and the Inland Empire, Epsten Grinnell & Howell provides common interest developments with corporate counsel, assessment recovery services, construction defect and other civil litigation counsel, interpretation of fair housing issues and alternative dispute resolution assistance. You can reach Dea at dfranck@epsten.com or (760) 836-1036. CAI-CV.org

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25


HOMEOWNERS ASSOCIATION LAW

To Bee or Not to Bee? By Jennifer James, Esq.

B

ees are no new threat to the Coachella Valley. In 2014, a woman suffered over 1000 stings in her gated community in Palm Desert. In March of 2015, thousands of bees attacked a woman in Desert Hot Springs. In February of last year, a woman’s two dogs were killed by a swarm of bees in Cathedral City. In July of last year, a field worker was killed by bees in Thermal. These examples demonstrate the threat Africanized killer bees pose. Africanized killer bees attack when they feel threatened, and the threshold for a threat is extremely low. For example, Africanized killer bees may feel threatened by the sound of a lawnmower or power tools, and movement can also instigate an attack. Africanized killer bees have been known to chase people for over a 1/4 mile once they get excited and aggressive. If one of these bees is

"IN MARCH OF 2015, THOUSANDS OF BEES ATTACKED A WOMAN IN DESERT HOT SPRINGS." killed, it secretes a smell that prompts other bees to attack. While their venom is no more dangerous than regular honeybees, Africanized killer bees tend to attack in larger numbers posing an even greater risk. While Africanized killer bees pose a significant threat, not all bees pose such a risk. Honeybees, for example, will only attack if the risk of harm is high. Honeybees pollinate more than 100 crops in the United States. Given the benefits of honeybees, efforts have been made to protect them. President Barack

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Quorum March, 2018

Obama established the Pollinator Health Task Force in 2014 to protect certain pollinators, which includes honeybees. While Africanized killer bees should be addressed appropriately, keep in mind that some desert cities may permit honeybee hives. Indeed, Palm Springs permits backyard bee apiaries with an approved conditional use permit by the City Council. In March 2016, Palm Desert adopted a new ordinance allowing bee apiaries in most residential areas, with the exception of apartments, mobile home parks, and condos with shared open space. Under the Palm Desert ordinance: • A maximum of two beehive colonies will be allowed on lots under 20,000 square feet.

bees? First, you will need to check your association’s governing documents to determine whether beehives are prohibited in your community. If beehives are permitted, is the permitted beehive posing a risk to the members of the association? Typically, unless beehives are permitted or bee removal responsibility is specified in your governing documents, the owner responsible for the maintenance of the object infested with bees would be responsible for bee

• Up to four apiaries can exist on lots 20,000 square feet or larger.

removal. If an adjoining party wall between two homeowners or between an owner and the common area becomes infested, the two owners would typically share the cost of removal. A determination of maintenance responsibilities will be necessary. Keep in mind that maintenance responsibilities will differ depending on whether your association is a condominium, apartment, co-op, or single-family residential community. Sometimes an association’s governing documents are inconclusive regarding maintenance responsibilities. A legal opinion may be necessary to determine who is responsible for the area in question. Who is responsible for bee stings? If an owner maintains a beehive on his property or has reason to know a beehive exists and does nothing to protect the community residents and guests from injury, that owner could be held responsible for any injuries which

• The apiaries will be allowed in back or side yards with a minimum 5-foot setback from all property lines. • Hive entrances must face away from or parallel to adjacent homes. • There must be 6-foot high barriers between adjoining properties. • A water source must be provided at all times as a way to keep bees from traveling to other properties. Because your city may permit bee apiaries, it is important that your association’s governing documents address whether residents in the community will be permitted to maintain beehives. If your documents are silent and your city permits bee apiaries, an association may have difficulty in enforcing removal. Who is responsible to remove the

"THE OWNER RESPONSIBLE FOR THE MAINTENANCE OF THE OBJECT INFESTED WITH BEES WOULD BE RESPONSIBLE FOR BEE REMOVAL."


result from the bees even if the city permits bee api a ries. Likewise, if a beehive is located in the association’s common area, and the board is aware of the beehive yet does nothing to protect the community residents and guests, the association could be held responsible for any resulting injuries. With the upcoming spring and summer seasons, and increase in the bee population, community associations should review their governing documents and ensure maintenance responsibilities are clearly defined. If maintenance responsibilities are not clear, amending the governing documents or adopting rules and regulations is strongly advised. One Palm Desert community recently adopted rules

"ADOPTING A MAINTENANCE MATRIX MAY HELP CLARIFY ANY MAINTENANCE RESPONSIBILITIES." requiring owners to remove bees within 24 hours notice or the association could remove the bees at the owner’s expense. Adopting a maintenance matrix may help clarify any maintenance responsibilities. If there is any question how bees will be handled in your community, seek legal advice to ensure proper protocols are included in your governing documents. Ultimately you should ask, “will your community bee or not to bee?” Jennifer James, Esq. is an HOA attorney located in the City of Palm Desert and has been providing legal services to common interest communities for more than 14 years. She established her own law practice, Jennifer James Law, in 2014. Ms. James has been actively involved with CAI since 2004. She can be reached at (760) 834-8913 or Jennifer@JenniferJamesLaw.com.

Quorum Committee WE’RE LOOKING FOR

REPORTERS, WRITERS & EDITORS. Please contact the CAI-CV office to join the Quorum today!

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27


FEATURE

Maintenance Schedules in the Community By Steven Shuey, PCAM

L

iving in a common interest development has its advantages, particularly if you like living in a well-manicured beautifully landscaped community. We often hear, "I love how beautifully this community is maintained" but rarely do residents understand planning and costs required to keep our neighborhoods looking sharp and functioning properly. Maintenance activities are a primary function of managing the property. It is amazing when you think about how much work is done behind the scenes to keep a community looking nice. Grass seems to always be mowed, pools are always sparkling, roads are smooth and without pot holes.

How does all that happen? Who does all the background work to make sure the maintenance gets done? In most cases, it is a team of players. It can be the community manager or a committee of the association or a third-party contractor who helps put the pieces together. Regardless, it always takes a team effort to ensure the maintenance is done both timely and correctly so that it satisfies most of the residents. Building a maintenance schedule is critically important. A schedule helps make sure everything is included and that appropriate maintenance is completed at the best time for residents.

WHEN BUILDING YOUR SCHEDULE, HERE ARE SOME VIEWPOINTS TO CONSIDER: • Golfers want to be on a freshly mowed and groomed course by 7 a.m. without the disturbance of machinery noise. • Mrs. Neighbor wants to sleep until 8:00 a.m. and certainly doesn't want any machinery noise too early in the day that might disturb her sleep.

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• Swimmers want to be able to use the pool without interfering with the maintenance person or having to swim in newly added chemicals. And, by the way, the pool better be sparkling clean when their grandchildren arrive at 9:00 a.m.

• Tennis players want clean and dry courts, so you won’t want to hose down the courts if they are not going to be dry before the players want to use them. • Walkers don’t want the sprinklers running when they are walking their dogs, and if the temperatures are dipping into the low 30s, you will want to keep water off the sidewalks to prevent ice.

• Outside lights must be replaced regularly to maintain a safe environment year-round. • Many larger maintenance items like road repair, painting and tree trimming may need to be scheduled at times of year when residents are most likely to be away.


FEATURE It is no wonder why maintenance scheduling is so difficult. Most of the time, preparing a schedule and considering all the various constituent’s wants and needs will ensure you keep the community looking and functioning with a minimal number of complaints. However, no matter how well maintenance is scheduled, there are likely to be conflicts. For example, when golfers want the course ready for play by 7 a.m. and residents want no noise prior to 8 a.m., we need to bring the parties together to find a compromise. It may be that residents who chose to live on the golf course will need to accommodate some noise in the morning. There needs to be some "give and take" on such issues. When scheduling third-party maintenance, work with the vendors to understand the entire impact they will have on the community. Clear communications with residents will go a long way toward gaining their support. If they know you have “planned” this maintenance to minimize the impact on the community, they are likely to support your efforts. Plan for large trucks, noise, fumes and other nuisances and stick to the published schedule. Remind residents that they need to accommodate some unpleasantness for a short time. Most vendors want to keep the community happy and will work with you to accommodate reasonable scheduling requests. However, if your requests increase costs for the vendor, be prepared to pay for these accommodations. Scheduling should be reviewed on a regular basis to see that it meets the needs of the community without "cross interference" between various providers. For example, to have the pool cleaning done prior to the landscaper blowing dust and grass clippings into the pool defeats the pool maintenance. A better choice would be to schedule the pool cleaning after the gardeners are finished blowing. Another consideration is who is responsible for making and maintaining the schedule. A clear line of authority will help prevent misunderstandings. In the professional management world, boards typically set policy and staff (the manager) figures out how to get the job done within the policy. If a community has no manager or staff, the board will likely schedule maintenance. Here’s a tip: make sure that only one board member is given responsibility to communicate on behalf of the board with a service provider, and that only board approved decisions are conveyed. Many boards have experienced problems when the line of authority is unclear.

"SCHEDULING SHOULD BE REVIEWED ON A REGULAR BASIS TO SEE THAT IT MEETS THE NEEDS OF THE COMMUNITY WITHOUT 'CROSS INTERFERENCE' BETWEEN VARIOUS PROVIDERS."

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FEATURE Another question to consider is whether the community wants "daily maintenance" or "periodic maintenance." I've seen communities where daily maintenance of the landscaping caused the community to have some area of the community cluttered with landscape debris every day and the only days when there was no debris or noise was on weekends. You may want to consider requesting a team to come in once a week rather than a couple people working every day. When it comes to issues such as roof or rain gutter maintenance, consideration should be given to weather conditions. Roof drains and rain gutters need to be cleaned out before the rainy season and checked after rain or wind storms.

LONG TERM MAINTENANCE Some maintenance is done much less frequently, like every 2, 5 or 10 years. Those items have a different kind of scheduling. Thankfully, in California, reserve studies are required where the scheduling of the long-term maintenance items are pretty much done by the reserve analyst. As an example, pool replastering or tennis court resurfacing should be done in the year scheduled, but timing should be when the facility is least used so residents and guests are not inconvenienced. When considering long term maintenance, plan ahead and make sure the funds are available to pay contractors when the project is scheduled. If the association's reserve funds are tied up in a long-term CD, you may have to pay a penalty

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Quorum March, 2018

for early withdrawal. For this reason, take the time to review your reserve study and financial plan when scheduling reserve maintenance. At least once a year, take time to go over the reserve study and consider those items that are close to coming due. Plan time for obtaining proposals, reviewing the scope of work and the required impact on the community. Set up a notification schedule and verify funds will be available for the project. On larger projects such as repainting an entire community, the association should consider having a contract administrator or a project manager to ensure the job happens according to the approved schedule. Those involved should understand that major projects have a lot of "moving parts" and time should be allocated to the project rather than "making time when you have time." Your community manager should be able to help you in putting together the right team on such projects. Steven Shuey is a certified Professional Community Association Manager. He serves on the National Faculty of CAI and a past board member of the APCM. He also serves as your delegate on the California Legislative Action Committee (CLAC). He is a community association consultant with Personalized Property Management here in the Coachella Valley. In January 2017 he was awarded the lifetime achievement award from CAI-CV. He may be contacted at IslandMgr@aol.com. You can follow him on Twitter (www. twitter.com/@IslandMgr)


CAI-CLAC 2018

LEGISLATIVE DAY AT THE CAPITOL SAVE THE DATE

Sunday, April 8, through Monday, April 9, 2018 Hyatt Regency Sacramento Join movers and shakers from all over California as CAI-CLAC goes straight to the lawmakers in Sacramento to make our voices heard. Participate in education sessions for all levels of legislative experience, while the CAI-CLAC Delegates and Liaisons have their “position” meeting and get to know the CLAC Committee members at the Meet the Delegates event.

SIGNUP ONLINE AT WWW.CAICLAC.COM 888.909.7403

fax 916.550.9488

MEET THE QUORUM MAGAZINE COMMITTEE CHAIR SUSAN BROWNE ROSENBERG By Cari Burleigh, CCAM, AMS & Marne Logan, CCAM

T

he current Committee Chair for Quorum magazine, Susan Browne Rosenberg, has lived in the Coachella Valley for the past 19 years. She and her husband, Jess, made the decision to relocate permanently to the Valley in 1999 after owning a condominium at Desert Falls in Palm Desert, for many years. She and her husband are co-owners of “Desert Cities Indoor Air,” a company that truly defines what clean air quality really is by exposing what is in the air you breathe. Desert Cities Indoor Air provides indoor air quality inspections throughout the Coachella Valley and wherever they are called to inspect. Managing an environmental lab in Orange County for over 10 years and being a pre-med student, indoor air quality inspections was a natural progression in Susan's career path. Susan’s personal motto is “Change is Good! People Who Don’t Change, Don’t Evolve!” Susan and her husband, are avid travelers and Oakland Raiders season tickets holders. They are greatly anticipating the Raiders’ move to Las Vegas with their new stadium that has recently broken ground.

She enjoys writing articles and has written many feature articles over the past several years. Susan was encouraged to join CAI by a fellow vendor, Micha Ballesteros, with Flood Response, to further develop keystone building blocks to expand her business and professional relationships here in the Valley. The next logical step was to join the Quorum Committee, offering her personal experience and expertise as a contributor, writer, and author. Cari Burleigh, CCAM®, AMS, is the General Manager of Rancho Casa Blanca Owners Association, which is professionally managed by The Management Trust. She can be reached at (760) 347-1999 or cari.burleigh@managementtrust.com.

Marne Logan, CCAM®, is a community association manager for The Management Trust. She can be reached at (760) 776-5100 x6332 or by email at marne.logan@managementtrust.com. CAI-CV.org

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CAI-CV

2018 PLATINUM SPONSOR SPOTLIGHT

D

iversified Asphalt Products is Southern California’s leading seal coat manufacturer and asphalt service provider. From quality seal coat products and subcontracting support to equipment rentals, Diversified Asphalt Products enjoys a strong reputation for exceptional service and lasting value. Although Diversified Asphalt has been a CAI member for a short period of time, our involvement in multiple chapters has already benefitted the members of CAI and our asphalt customers. We are proud to work with the Coachella Valley chapter and look forward to a lasting partnership. As we celebrate our 25th anniversary, we remain committed to delivering quality and superior service to the asphalt industry.

On August 1, 1992, we started Diversified Asphalt with one truck and trailer and a mission statement. Keeping customer satisfaction first in mind, we have since grown to a fleet of 17 trucks and 35 tanks. Along the way, we have kept true to our namesake and diversified into many aspects of the paving industry to help service our customers' needs. It’s easy to be impressed with Diversified’s breadth of quality products and services. But many would say we truly make our mark because we stand behind what we sell and provide outstanding customer service.

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Thank you to Diversified Asphalt Products for their generous support of CAI-CV! 32

Quorum March, 2018

Equipment Rental

Lou Moreno Diversified Asphalt Products T: 714-449-8666 C: 714-793-7793 loum@diversifiedasphalt.com


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WATER WISE

Adding Bacteria & Enzymes: Are They Worth It? By Patrick Simmsgeiger, DWI - President

F

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reshwater ecosystems are incredibly complex habitats that depend on delicate balances shifting from season to season. The organisms that make-up these environments range in size from microscopic bacteria to massive fish. While every organism plays a role in nature, arguably none are more important than the microorganisms. In freshwater these microorganisms are mostly things like phytoplankton, zooplankton, and bacteria. While all of these exist in numbers that the people struggle to visualize, none are more numerous than bacteria. Bacteria inhabit all parts of water, but they are most concentrated in what is known as benthic sediment, or the bottom of the body of water. These benthic bacteria are responsible for decomposing organic matter

buildup that leads to rapid algae and plant growth. Because they perform so many vital roles, if bacterial populations suffer, then the entire ecosystem suffers. So, what can be done to help out water if bacterial populations are overworked or failing? Many professionals who manage freshwater systems would recommend adding bacteria, as well as enzymes, to make digesting matter easier. However, others would say they are a waste of time, and that they do not assist the native bacteria population. This is an ongoing debate in the aquatic management industry, and one that does not really have a definitive right or wrong answer at this time. Like many things involving freshwater, the correct approach depends

as it sinks to the bottom, and also performing vital chemical reactions such as nitrogen fixation and nutrient consumption. Their presence cuts down on excessive sediment accumulation, and also helps prevent unhealthy nutrient

entirely on the specific body of water in question. However, in this article a general argument will be made in support of implementing bacteria and enzymes to support the natural ecology of freshwater systems.

Quorum March, 2018

As mentioned previously, bacteria reside in benthic sediment in the billions and billions. They are relatively resilient, but certain things can hurt their populations. Threats such as dangerously low dissolved oxygen or hazardous chemicals can affect systems to the point that bacteria cannot digest organic matter or handle nutrient loads. When this happens freshwater systems face a serious threat, and introducing new biological components such as bacteria and enzymes can seriously help.

"MANY PROFESSIONALS WHO MANAGE FRESHWATER SYSTEMS WOULD RECOMMEND ADDING BACTERIA, AS WELL AS ENZYMES, TO MAKE DIGESTING MATTER EASIER." To begin, how does adding bacteria help? The bacteria that are normally added are called aerobic bacteria, meaning they need oxygen to survive. These are relatively fast-acting decomposers that break down organic matter, and supplement the existing population. By adding them, sediment accumulation can be slowed down, and potentially harmful buildups of matter can be prevented. Excessive sediment can be the source of horrible odors, loss of depth needed for boating, and even the source of diseases like E. coli. A healthy bacterial population plays a big part in stopping all of those from happening, but sometimes they need some outside help. When an applicator is using chemical products, such as herbicides or algaecides, they have to think about what dosage is going to work in a system without hurting it. While these products are not inherently dangerous, careless application can pose real threats to ecosystems. On the flip side, bacteria are really difficult to over-apply. Bacterial populations are constantly in tight competition for resources, and are in a continuous battle with each other. Over


time different species will rise and fall from a myriad of environmental factors that will benefit or hurt them, and no species can dominate all the others. This allows applicators to add bacteria in large amounts since they will not hurt the greater ecosystem with their presence, just join the other bacteria in the fight to break down organic matter and chemicals for sustenance. Another way to help out the water’s microorganisms is by adding enzymes. The function of an enzyme in nature is as a catalyst. They speed up chemical processes, and increase the efficiency of reactions they are in. In the case of bacteria, enzymes help speeding up the decomposition process of organic matter. Enzymes can even be added by themselves to help out bacteria that already live in the water, making their job easier, and slowing down the rate of sediment accumulation in the water. Similar to bacterial applications, enzymes are also very hard to over-apply, and can be added in large quantities to achieve greater effect. Enzymes are just simple proteins, and are used up as they react. They also do not have a negative impact on the environment, which is always a nice bonus for any product being applied to water. The invisible world of freshwater is something that is not given much thought in day-to-day life. In the same way most people do not think about viruses and harmful bacteria until they make them sick, the microorganisms of freshwater tend to not be thought about until something is going wrong. For those who do use bacteria and enzymes, these organisms always have to be kept in mind, and helping native bacteria can be a major step in the treatment process. Patrick Simmsgeiger, Founder and President of DWI, is a licensed Aquatic Pesticide Applicator, Landscape Contractor and Certified Lake Manager. He is one of the few individuals in the industry who is an expert in all stages of aquatic treatment; from product development and manufacturing to application and treatment. Patrick can be reached at (949) 582-5414 and more information can be found at www.dwiwater.com

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WATER WISE

A Balanced Approach By Jim Schmid

I

t has now been a year since the great drought broke. Instead of issuing alerts and penalties, the Valley’s Water Districts have been reporting the greatest levels of aquifer replenishment in years. However, as I write this, the Western US is off to one of the worst starts to a water year in recorded history. Is it time to breathe a sigh of relief and relax our guard, or is it time to use the breather to get down to planning for a future sure to bring more and perhaps even deeper droughts? Smart persons, businesses and organizations will bet on the latter. One good year does not a permanently replenished aquifer make. All credible climate models point to a hotter, drier southwest. That means reduced river flows and higher evapotranspiration rates as well as higher water costs. Don’t forget that 2015 and 2016 were the hottest years recorded on planet Earth, and 2017 was the hottest on record in the Coachella Valley. Perceptions about what is socially correct and acceptable are going to continue to drive us toward browner politics, browner policies, and browner practices. The valley isn’t going to look like the desert communities of Arizona or Nevada anytime soon, probably never. But the old days of green as far as the eye can see are likely over, to be replaced by a more balanced approach. Over the next few months “Water-Wise” will explore what that “more balanced approach” might look like and how it might affect life here in the desert – domestic life as well as business life. People retire here, recreate here, visit here, golf here, purchase property here and relax here for very specific reasons. And any “balanced approach” to achieve water conservation simply must take those reasons into consideration. “Water-Wise” plans to cover the sources of the desert’s water supplies, the role of recycled water, the impacts of state policy, the need to build out various delivery infrastructures, the role of new laws and regulations, the transformational nature of the 2014 Groundwater Sustainability Act, the strategic plans of the region’s various water agencies, and anything else necessary to provide the CAI communities the information they need to render informed judgments about just what a “more balanced approach” to water use might be. Stay tuned. Jim Schmid is the Director of Operations at The Lakes Country Club. He can be reached at 760-610-8142 or by email at jschmid@thelakescc.com.

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Bringing one community communityatata atime. time. Bringingpeople people together together worldwide worldwide one

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May 9–12, 2018 | Washington, D.C.

Visit www.caionline.org/2018Conference to register today!

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MOTR

Manager On The Run MOTR – Manager On The Run is an educational series designed with Community Association Managers in mind. The brief MOTR sessions are held bimonthly at 8:30am at the CAI Office and is sponsored by a business partner who offers breakfast for the attendees. Featured speakers/presenters are experts in their field and provide useful pertinent industry information. The next MOTR class focusing on our various Business Partners and trades will be held on April 6, 2018. Don’t miss this great learning experience!

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CAI National’s M100 Essentials of Community Management (for managers & board members) CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Thursday – Saturday, March 8 – 10, 2018 WHEN: Friday, April 6, 2018 WHERE: Los Angeles WHERE: CAI-CV’s NEW OFFICE – 75410 Gerald Ford Drive, Suite 102, Palm Desert CAI-CV Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, March 9, 2018, 11:30 a.m. Registration WHERE: Palm Valley Country Club, Palm Desert

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CAI-CV’s Board Member Workshop (BMW) (for board members) WHEN: Friday, March 23, 2018, 4:00 p.m. WHERE: Shields Date Garden Auditorium, Indio

CAI National’s M204 Governance (for managers) WHEN: Thursday – Friday, April 12-13, 2018 WHERE: Los Angeles

CAI-CV’s Corks for CLAC Wine Tasting (for all members) WHEN: Friday, March 23, 2018, 5:30 p.m. WHERE: Shields Date Garden, Indio

CAI-CV’s Board Leadership Development Workshop (for Board Members) WHEN: Friday, April 13, 2018 WHERE: CAI-CV’s NEW OFFICE – 75410 Gerald Ford Drive, Suite 102, Palm Desert CAI National’s M201 Facilities (for managers) WHEN: Thursday – Friday, April 19-20, 2018 WHERE: San Diego CAI-CV ‘s Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, April 20, 2018 WHERE: Palm Valley Country Club, Palm Desert CAI-CV’s Spring Golf Tournament WHEN: Friday, April 27, 2018 WHERE: Desert Falls Country Club, Palm Desert

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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 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, 760-345-0559.

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Palm Springs Sundial Homeowners Association, Inc. Landscaping 13 Be Water Wise, Not Tree Foolish: Helping Our Mature Trees Survive 14 Safer...

Quorum 03 2018  

Palm Springs Sundial Homeowners Association, Inc. Landscaping 13 Be Water Wise, Not Tree Foolish: Helping Our Mature Trees Survive 14 Safer...

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