SEPTEMBER 2018
SEPTEMBER 2018
Coachella Valley Community Associations Institute Magazine
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Mountain View Villas INCREASING ASSOCIATION VALUE
12 Adding Amenities 15 Insuring Association Amenities 18 For the Love of Plants 26 Proper and Timely Property Maintenance Improves Property Values 30 The Living Desert on Landscaping 38 Increasing Home Value
the PRice is Right
HOA EDition
CAI-CV’s Educational Lunch Program and Mini Trade Show Friday, September 21, 2018 | Palm Valley Country Club 39205 Palm Valley Drive, Palm Desert
Register Today
WWW.CAI-CV.ORG
Making a Difference is Our Mission
We know what it takes to create great communities that residents are proud to call home. We start by putting the right teams in place – local association management experts who deliver our best-in-class solutions, along with genuinely helpful service, to enhance the property values and lifestyles of those we serve. That’s how we make a difference, every day, for great communities like yours.
43-100 Cook Street, Suite 103, Palm Desert, CA 92211
Making a Difference. Every Day. 2
800.428.5588 | www.fsresidential.com
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2018 QUORUM COMMITTEE MEMBERS
CONTENTS CAI-CV
SUSAN BROWNE ROSENBERG, CHAIR Desert Cities Indoor Air, LLC
CAI-CV
RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc.
CAI-CV
DEA FRANCK, ESQ., BOARD LIAISON Epsten Grinnell & Howell, APC
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
CAI-CV
EDUCATED BUSINESS PARTNER
KIMBERLY BURNETT U.S. Security Associates DIANE CARMONY Coachella Valley Water District SIERRA CARR, CMCA Trilogy La Quinta PHYLLIS HARKINS,CMCA, AMS, CCAM-LS, CAMEX Portola Country Club HOA
CAI-CV
EDUCATED BUSINESS PARTNER
JENNIFER JAMES, ESQ. Green Bryant & French, LLP BRUCE LATTA, CMCA Parc La Quinta
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MARNE LOGAN, CMCA The Management Trust Desert Division CAI-CV
EDUCATED BUSINESS PARTNER
JAY POWELL Ben’s Asphalt JIM SCHMID The Lakes Country Club DAVID SCHUKNECHT, CMCA, AMS Personalized Property Management
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STEVEN SHUEY, PCAM Personalized Property Management GEN WANGLER, ESQ., CCAL Fiore Racobs & Powers, A PLC JOSH WIDENMANN MRC Smart Technology Solutions A Xerox Company
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18
FEATURES 8 Mountain View Villas
By Marne Logan, CCAM
15 Insuring Association Amenities
By Becky Hayes, CIRMS, EBP
18 For the Love of Plants
By Heddy Schulkind Salerno, CLT
30 The Living Desert on Landscaping
By Kirk Anderson
38 Increasing Home Value 4
By Eric Gaer
Quorum September, 2018
38
CREATIVE DIRECTOR & GRAPHIC DESIGNER CAI-CV
EDUCATED BUSINESS PARTNER
RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749
ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION admin@cai-cv.org
SUBSCRIBER SERVICES
The Coachella Valley 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................................. 41
ASPHALT AMS PAVING.................................................... 22 ASPHALT MD'S................................................ 45 NPG ASPHALT.................................................. 46
ASSOCIATION MANAGEMENT FIRSTSERVICE RESIDENTIAL............................ 2
ATTORNEYS FIORE RACOBS & POWERS, A PLC.................. 45 GREEN BRYANT & FRENCH, LLP...................... 35 GURALNICK GILLILAND & KNIGHTEN.............. 39 LAW OFFICE OF PEGGY REDMON.................... 29
20
BANKING FIRST FOUNDATION BANK............................... 47
CONSTRUCTION
CHAPTER NEWS
VANTAGE POINT CONSTRUCTION, INC............ 21
7 CAI-CV New & Renewing Members 11 Have You Heard
DESIGN
45 CAI-CV Educated Business Partners
AUTOMATION PRIDE........................................ 41
CHAPTER EVENTS
CLINE AGENCY INSURANCE BROKERS............ 41
BISSELL DESIGN STUDIOS, INC....................... 29
GATES & GARAGE DOORS
Cardinal Ambrose, PCAM
INSURANCE BROKERS IT SERVICES
48 Upcoming Chapter Events
DEPARTMENTS 6 President’s Message 12 HOA LAW
Adding Amenities By Jennifer James, Esq.
16 Managers Corner
Living the Life of a Portfolio Community Association Manager By Karen Tillotson, CMCA, AMS
Maintenance 26 Proper and Timely Property
Maintenance Improves Property Values By Steven Shuey, PCAM 42 Do We Really Need to Paint? By Jared Knight
23 Welcome Aboard
Heddy Schulkind Salerno, CLT By Jay Powell
AMS CONNECT.................................................. 3
LAKE MAINTENANCE
Education 24 HOA Education for Board
DWI.................................................................... 3
Members, Committee Members and Homeowner Leaders 37 Education for Different Trades By Jim Schmid
28 Platinum Spotlight
Asphalt MD's
POWERFUL PEST MANAGEMENT.................... 47
12 Reasons Why Boards Should Donate to CLAC
POOL REMODELING
Jolen Zeroski, CMCA By Sierra Carr, CMCA
REALTORS
GARDNER OUTDOOR AND POOL REMODELING......................................... 19
36 Time Honored
CONSERVE LANDCARE.................................... 41 PRO LANDSCAPING INC................................... 39 SUNSHINE LANDSCAPE................................... 29 URBAN HABITAT.............................................. 19 WATER RITE - VINTAGE ASSOCIATES, INC...... 47
PEST CONTROL
34 CLAC Update
LANDSCAPING
Water Wise 20 The Conservation Challenge:
PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS.................................................. 21
Golf and HOAs Need to Give a Little to Keep a Lot By Craig Kessler 40 Golf Course Turf Rebate Program Garners Praise By Coachella Valley Water District
ROOFING BRS ROOFING INC........................................... 41 ROOF ASSET MANAGEMENT........................... 47 SUNTECH CONSULTING & ROOFING, INC......... 29 WESTERN PACIFIC ROOFING........................... 11
SECURITY AMS CONNECT................................................ 46
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FROM THE CHAPTER
President’s Message Gen Wangler, ESQ., CCAL Fiore Racobs & Powers, A PLC Ready for fall? I know I am. Soon, the weather will cool, flowers will bloom and the desert will transform into the most beautiful place on earth. Despite the hot and humid summer, CAI-CV was able to offer more than 40 hours of education for our members. Our final summer Professional Management Development Program (PMDP) class for managers was held on August 16th and 17th and the surveys rated it five out of five! The high ratings are thanks in large part to CAI National faculty member Paul Grucza, PCAM, who traveled from Seattle to teach the class. Paul has been in the community management business for more than 30 years, owns a management company and is about to release his third book about the strange and wonderful things that happen to community managers. Thanks, Paul, for your outstanding presentation of the M-203! Our thanks also go out to Dea Franck, Esq., and Tiffany Christian (Epsten Grinnell & Howell) for their MOTR presentation, “Learning How to Communicate Effectively in a Multigenerational World,” held at CAI-CV on August 3rd. It was a timely topic that was enjoyed by all who attended.
COMING UP - BOARD BASIC TRAINING SEPTEMBER 11TH CAI-CV will host its first Board Basic Training workshop on Tuesday, September 11th at 5:30 p.m. in the CAI-CV office. Steven Shuey, PCAM, (Personalized Property Management) and I will teach this one-hour workshop covering basic fiduciary duties of directors of community associations. All of these workshops are free to homeowner leaders.
EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW SEPTEMBER 21ST Our next Educational Lunch Program and Mini Trade Show is scheduled for Friday, September 21st at Palm Valley Country Club. You won’t want to miss “The Price is Right – HOA Edition” with topics covering people, parking, pets, pools, pests, property protection, paving, project management, legal and banking. The game show format will be hosted by Ryan Gesell, CIRMS, CMCA, (Cline Agency Insurance Brokers) and the guest panel of experts: Gary Butler (Asphalt MD’s), Ernie Casto (M.C. Builder Corp.), Rick Cech, CMCA, (Roof Asset Management), Lori Fahnestock (Powerful Pest Management), Dea Franck, Esq., (Epsten Grinnell & Howell) Mike Graves, RS, (SCT Reserve Consultants), and Erin Klink (Pacific Western Bank). You can get tickets online at www.cai-cv.org. Our new Homeowner Leader Committee is inviting community association board members to a brief meeting immediately following the lunch program on September 21st to discuss CAI-CV's plans for board member education. If you are a board member, please plan to attend this meeting at Palm Valley. We want your input as we design our education programs for the rest of 2018 and for 2019.
CAI-CV COMMUNITY MANAGEMENT AS A CAREER OPEN HOUSE SEPTEMBER 25TH On September 25th, CAI-CV will host its first open house to inform job seekers about choosing community association management as a career. The meeting, hosted by the Professional Managers committee, will take place at the CAI-CV office at 5:30 p.m. If you know anyone interested in learning about a career in community association management, encourage him or her to sign up online at www.cai-cv.org. There is no charge to attend. The committee has mailed and hand-delivered posters and flyers to more than 60 career centers around the Valley, and in Riverside and San Bernardino.
NEW CHAPTER APP We will be introducing the Chapter’s new app in September. The beta version is available online at Apple and Google. Search for “CAI Coachella Valley” and the app will appear. Have fun and let us know your ideas for the next generation of the APP!
Gen Wangler, Esq. Gen Wangler, ESQ., CCAL
Fiore Racobs and Powers, A PLC 6
Quorum September, 2018
CAI-CV NEW & RENEWING MEMBERS
2018 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS
NEW BUSINESS PARTNER CARTWRIGHT TERMITE & PEST CONTROL Will Cartwright II (760) 771-6091 wc@cartwrightpc.com
GEN WANGLER. ESQ., CCAL PRESIDENT Fiore, Racobs and Powers, A PLC MIKE TRAIDMAN PRESIDENT ELECT Mira Vista at Mission Hills HOA
RENEWING BUSINESS PARTNERS
PHYLLIS HARKINS, CMCA AMS, CCAM-LS, CAMEX PAST PRESIDENT Portola Country Club HOA JOLEN ZEROSKI, CMCA TREASURER Union Bank
AUTOMATION PRIDE Dana Pride (760) 423-6567 danapride@automationpride.com CAI-CV
EDUCATED BUSINESS PARTNER
JOHN WALTERS-CLARK SECRETARY Associa Desert Resort Management CARDINAL AMBROSE, CMCA, AMS, CCAM, PCAM DIRECTOR The Vintage Group
CAI-CV
EDUCATED BUSINESS PARTNER
RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management DEA FRANCK, ESQ. DIRECTOR Epsten Grinnell & Howell, APC
CAI-CV
EDUCATED BUSINESS PARTNER
GERARD GONZALES DIRECTOR Albert Management, Inc. MATT LAWTON, CIC, CIRMS DIRECTOR Prendiville Insurance Agency
CAI-CV
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 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.
PAINTING UNLIMITED, INC. Jackie Fromdahl (714) 380-9796 jackie@paintingunlimited-inc.com ROOF ASSET MANAGEMENT, INC. Rob Winkle (760) 333-9900 rob@ramroof.com S.B.S. LIEN SERVICES Jennifer Kennick (818) 991-4600 Jkennick@liencollections.com SONNENBERG & COMPANY, CPAs Leonard Sonnenberg (858) 457-5252 lens@sonnenbergcpas.com
NEW MANAGER MEMBERSHIP SUN CITY SHADOW HILLS Tyler Ingle (760) 346-4349 tyler.ingle@associa.us
RENEWING MANAGER MEMBERSHIPS Maria Fierro (760) 340-5501 mfierro@deserthorizonscc.com Peter Moyer (760) 391-4581 pmoyer@madisonclubowners.org Jim Schmid (760) 498-6647 jimschmid@gmail.com ALBERT MANAGEMENT INC. David Carter (760) 799-9830 davidcarter67@yahoo.com Patricia Forte (760) 346-9778 trish.forte@albertmgt.com
ALDERWOOD RESORT MANAGEMENT Sarah Simoneau (909) 866-5140 ssimoneau@lagonitalodge.com
THE VINTAGE CLUB - MASTER ASSOCIATION Jacqueline Wright (760) 862-2085 jwright@thevintageclub.com
ASSOCIA DESERT RESORT MANAGEMENT Renee Gumbel (708) 774-7195 rgumbel@drminternet.com
TRILOGY AT LA QUINTA MAINTENANCE ASSOCIATION Berenice Ceja (760) 702-3036 berenice.ceja@fsresidential.com
Keith Lavery (760) 346-1161 klavery@drminternet.com
Nicolasa Moya (760) 777-6059 nmoya@mytlq.com
Nancy Parkinson (760) 346-1161 Ext. 146 nparkinson@drminternet.com
WHITESTAR MANAGEMENT Christopher Bremseth (760) 773-0123 chris@whitestarmgmt.com
Carolyn Quintana (760) 775-5858 cquintana@drminternet.com Nena Rutherford-Milward (760) 777-8807 nrutherford@drminternet.com MILLENNIUM COMMUNITY MANAGEMENT, LLC Scott Merle (866) 508-2780 scott@mcmiskey.com OASIS PALM DESERT HOMEOWNERS ASSOCIATION Eve Weber (760) 345-5661 eweber@theoasiscountryclub.com PALM CANYON VILLA'S Ray Hungerford (760) 324-4835 pcvhoa@aol.com PALM SPRINGS MANAGEMENT GROUP Philip Allen (760) 325-9503 phil@palmspringsmgmt.com RIVIERA COMMUNITY CLUB, INC. Bill Palmer (253) 509-2390 bpalmer@riviera-club.org THE GAFFNEY GROUP Meaghan Gaffney-Howe (760) 327-0301 meaghan@thegaffneygroup.net
RENEWING HOMEOWNER LEADERS CATHEDRAL SPRINGS HOMEOWNERS ASSOCIATION Sam Hinds Ivan Thomson HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION Rhea Weber LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION Greg Asbra Dwayne Frechette Jacquelyn Kausman Gary McEachern Larry Saward PALM DESERT COUNTRY CLUB HOMEOWNERS ASSOCIATION Ron Crisp Kathleen O'Brien Raymond Rieger Josanne Smith Steven Waller RANCHO MIRAGE RACQUET CLUB Jacqueline Harth Mike Renner VISTA MONTANA HOA Dwayne DeRose Barbara Eastman
Bobbie Gaffney (760) 327-0301 bobbie@thegaffneygroup.net
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FEATURE
Mountain View Villas By Marne Logan, CCAM
I
n the beautiful and picturesque setting against the Santa Rosa Mountains, Mountain View Villas (MVV) offers a lifestyle and quality of life where community members enjoy peaceful surroundings, gorgeous views and great recreational activities. Located on Gerald Ford Drive in Rancho Mirage, this community has been fully built out since the early 80’s. Located on 40 acres, MVV has 200 one and two-story private villa condominiums that vary in size from 870 to 1,350 square feet. The homes include one, two and threebedroom units and range in price from $120K to $180K. More than 60 percent of the community is dedicated to landscaping, so residents are surrounded by a lush and private park with beautiful mature trees from every view. The architecture throughout the community
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Quorum September, 2018
is tasteful and elegant with beautifully maintained streets. At night, residents enjoy softly lit palms and citrus trees along the roadways and paths. The MVV board works hard to preserve the warm
family atmosphere and majestic landscaping to keep this lovely community unique. The MV V amenities include a
wonderful exercise pathway through the park with an inside loop of a half-mile and an outside loop of three-quarters mile. There are seven lighted tennis courts, five swimming pools and four relaxing spas sprinkled throughout the community. The lovely and spacious clubhouse is available for community members and includes Wi-Fi. Monthly assessments are $375. The MVV board has been working on several energy conservation projects to lower their “footprint” and reduce expense. They converted most of their lighting to LED and replaced pool pumps, skimmers, and heaters with new energyefficient models. They have also converted some of their lush landscape to desert-scape and have plans to do more. The board and community manager
have worked with the landscape maintenance company and CVWD to develop and implement a unique water management program that has kept MVV on budget while maintaining their lush park-like setting.
The largest maintenance project underway is the annual inspection of roofs. Each year, they work hard to identify, repair or replace any roofs that need attention. As you drive through the community, you can feel the caring
and attentive spirit of the board at work to preserve the value of the community. The MVV community has a five-member board of directors and six standing committees that include Architectural, Landscape, Clubhouse & Social,
"THERE ARE SEVEN LIGHTED TENNIS COURTS, FIVE SWIMMING POOLS AND FOUR RELAXING SPAS SPRINKLED THROUGHOUT THE COMMUNITY."
"THEY HAVE ALSO CONVERTED SOME OF THEIR LUSH LANDSCAPE TO DESERT-SCAPE AND HAVE PLANS TO DO MORE." CAI-CV.org
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FEATURE Finance, Strategic Planning, and Leased Land Purchase. Board President Lannie Runck said, “Our board is dedicated to maintaining a unique and harmonious community for our residents to call home. MVV’s relaxing, casual and friendly lifestyle is very special to us.” MVV’s manager, Lisa Glogow, AMS, from Powerstone Property Management, said, “MVV has a proactive board that has worked diligently over the past few years to revitalize the community. I feel honored to be a part of their progress. The committees are busy and productive, and maintenance is being accomplished to a high standard that shows throughout the property. The board has taken MVV to the next level and constantly strives to make it better. They are planning for a bright future.”
“OUR BOARD IS DEDICATED TO MAINTAINING A UNIQUE AND HARMONIOUS COMMUNITY FOR OUR RESIDENTS TO CALL HOME. MVV’S RELAXING, CASUAL AND FRIENDLY LIFESTYLE IS VERY SPECIAL TO US.” Mountain View Villas is a member of CAI-CV and supports CAI-CV business partners including Adams Stirling, PLC, Asphalt MD’s, Lloyds Pest Control and BRS Roofing. You can visit MV V at www.mountainviewvillas.net. For more information about MV V, call Lisa Glogow at (760) 797-7797 or email her at lglogow@powerstonepm.com. Marne Logan, CCAM, is a community association manager for The Management Trust Desert Division. She can be reached at 760-340-1703, or by email to marne.logan@managementtrust.com.
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Quorum September, 2018
Oct. 18–19, 2018 | Temecula, CA
Legal
CAI
FORUM CALIFORNIA COMMUNITIES
A one-day event for California community managers, association board members and other homeowners from Community Associations Institute—the leader in HOA and condo education, advocacy, and professional development. For event details and registration, visit www.caionline.org/Events/CALaw or call CAI Member Services at (888) 224-4321 (M–F, 9 a.m.–6 p.m. ET).
Contractors Lic. # 235717
HAVE YOU HEARD? On August 15th, The Vintage Group announced that Cardinal Ambrose, MBA, CCAM, CMCA, AMS, PCAM is its new Director of Community Management. Cardinal currently sits on the Chapter's Board of Directors, and is a member of the Education, Membership and the Professional Managers Committees. Congratulations Cardinal!
WESTERN PACIFIC Roofing Corporation
Since 1949
“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
YOUR AD
HERE admin@cai-cv.org | (760) 341-0559 CAI-CV.org
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HOA LAW
Adding Amenities M
By Jennifer L. James, Esq.
any associations are seeking to increase community values with added amenities such as dog parks, pickleball courts, and other improvements. Before your association adds one of these projects, it should consider any legal issues that could arise. Here are some of the more popular amenities associations consider to increase community values and the legal issues associations should consider:
DOG PARKS With a typical dog park, dogs are off leash and run freely in an enclosed area. Most CC&Rs prohibit dogs off leash in the common areas. Thus, if your CC&Rs prohibit dogs off leash in the common areas, the CC&Rs would need to be amended in order to permit a dog park, which will require a vote of the membership. Perhaps the most important aspect to consider is liability exposure for the association. It is entirely possible that dogs or people could be injured using the dog park. While appropriate signage with warnings is strongly recommended, such verbiage will not completely insulate the association from potential liability should injury arise. Associations seeking to install a dog park should consult with its insurance carrier to determine if adequate insurance coverage will be provided. Premiums will likely increase
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with the addition of a dog park as potential injury increases significantly. Associations will also need to consider the cost of regular upkeep and maintenance and how the added amenity will affect the reserve study and assessments.
PICKLEBALL COURTS Pickleball is an increasingly popular game that uses paddles, a ball and a net. It combines elements of ping-pong, tennis and badminton. Determining the location of the pickleball court is important. First, the association must evaluate whether the pickleball court would cause a nuisance for the owners because of the noise or lighting. Even if the pickleball court would be replacing an existing tennis court, pickleball is quite a bit more noisy than tennis, so noise would still be a factor to consider. Lawsuits are popping up over the nuisance from pickleball courts. Dale and Marilyn Theesfeld filed a lawsuit against The Reserve at Woodside because of the noise and strobe lights that were shining into their home at night from the pickleball courts built in 2014. In 2016, a Corona del Mar woman sued the City of Newport Beach, claiming that public tennis courts that were painted to be used for pickleball created a noise nuisance. Further, the association must consider whether the location
HOA LAW
of a newly added pickleball court would impact any owner views. Some CC&Rs include view rights, so it is recommended associations seek legal guidance prior to any such construction. Also, keep in mind that some owners may prefer the game of tennis to pickleball, so sending a questionnaire to the membership prior to embarking on converting a tennis court into a pickleball court would be wise.
"Even if the pickleball court would be replacing an existing tennis court, pickleball is quite a bit more noisy than tennis, so noise would still be a factor to consider."
PLAYGROUND EQUIPMENT First and foremost, playgrounds must be safe. Associations must install and maintain playground equipment per manufacture specifications. Most manufactures require monthly maintenance and inspections of playground equipment. Associations beware. A Nevada state court jury hit a homeowners association with a $20 million verdict in February, 2018, including $10 million in punitive damages, in a lawsuit filed by a teenager who suffered traumatic brain injury when a swing set’s metal bar broke and landed on his head. The association failed to adequately inspect and maintain the playground. At trial, it was shown that the association opted out of a $150/month safety and inspection plan offered by the swing set’s installer. Associations should contact their insurance carrier to ensure proper coverage is provided. CAI-CV.org
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HOA LAW SECURITY CAMERAS The key is to properly inform owners whether the security cameras will be monitored or not. The biggest concern is whether security cameras provide a false sense of security to the owners. For this reason, “dummy” cameras are not recommended. Some owners may feel entitled to access the camera footage and may demand copies of footage for various reasons. To avoid potential liability, the association should adopt a policy regarding video storage (i.e. where will footage be stored, who may access the footage and for what purpose, how long will the footage be stored, etc.).
CONCLUSION
LANDSCAPING With the recent drought conservation efforts, many associations converted their turf to desert landscape. By 2016, the Canyon Sands HOA in Palm Springs had transformed more than three acres of turf into desert landscaping. On April 7, 2017, Gov. Jerry Brown declared that the California drought was over. However, Brown warns “conservation must remain a way of life.” In an attempt to conserve, many associations still seek to convert turf to desert landscape. Associations seeking to convert turf to desert landscaping should consider the following issues. First, some owners still prefer the look of turf and resist the change. Communication and distribution of information will be key to help keep disgruntled owners at bay. Townhall or informational meetings are recommended. It would also be wise to obtain water use records before and after the installation of the desert landscape. This way, owners can see the cost savings from conservation efforts. Second, the association must determine whether it will convert all common area turf to desert landscaping or just a portion of it. The association must also determine how long the project will take, the cost to complete the project, whether a special assessment will be imposed, and whether a vote of the membership is necessary. When in doubt, seek legal assistance. 14
Quorum September, 2018
With any added or changed amenity, the association must determine how it will fund the project. Adding a new pickleball court could cost over $310,000 whereas converting an existing tennis court could be a fraction of the cost. Depending on the size of the community, landscape projects can cost the association significant funds. The association must consider whether a special assessment will be necessary to fund the project and whether a vote of the members is required. Determining liability exposure and obtaining adequate insurance is necessary. When in doubt, seek legal advice to ensure the association is limiting liability exposure. Contact the association’s insurance carrier to ensure adequate insurance is provided. More importantly, once liability and insurance is considered, is the added amenity desired by the members of the community? If there is great resistance to the addition, associations could end up in lengthy and expensive litigation costing much more than the amenity at issue. Before moving forward, it is always recommended to seek member input. And, when in doubt, seek legal assistance. Jennifer James, Esq. is an attorney of counsel with Green, Bryant, & French, LLP. She has been providing legal services to common interest communities for more than 14 years. Ms. James has been actively involved with CAI since 2004, serving on numerous committees. She can be reached at 760.565.5889 or Jennifer@JGBFLawyers.com.
FEATURE
Insuring Association Amenities By Becky Hayes, CIRMS, EBP
A
mong the many considerations for an association when adding amenities to their community, is the liability exposure and making sure that the association is properly covered should there be an injury or lawsuit. Amenities will require both property and liability insurance coverage. Property insurance protects the equipment owned by the association and covers replacement cost of those items due to a covered peril. Liability insurance will cover bodily injury and property damage claims that are brought by a third party due to use of the amenities. A slip and fall on the pickleball and tennis courts, an injury while using gym equipment or even a dog bite at the dog park may have legal ramifications. When seeking property insurance for an amenity, you must provide your agent with accurate replacement values of each added piece of equipment. Determining these values can be achieved in a number of ways. A receipt if the equipment has been recently purchased, an appraisal done on existing equipment, or this information can sometimes be found on a reserve study. Many carriers are requesting a copy of the association’s reserve study in order to ensure they are adequately covering their insured. Liability insurance and the limits purchased are among the most important considerations the board of directors has for the association. California Civil Code Section 5805 states that any association under 100 units must maintain $2,000,000 liability insurance coverage and any association over 100 units must maintain $3,000,000 liability insurance coverage. While the Code is clear on the minimum amount needed by the association, the question arises, will that be enough coverage with the added exposures that many amenities hold? Earlier this year a Las Vegas association was ordered to pay a man $20 million after a swing set collapsed on him as a teen and left him with brain damage. According to the lawsuit, a 15-year-old sat down on the swing set to send a quick text message. The 42 pound metal crossbar broke, landed on his head and crushed the left side of his skull. A jury found in favor of the 15-year-old and the association was responsible for the injuries. The $20 million verdict exceeds the homeowners associations insurance policy. For any association with a clubhouse, gym/fitness equipment, tot lots, sport courts, swimming pools/spas, recreation buildings, equestrian exposures and dog parks, it is highly recommended that you purchase an umbrella policy in addition to the underlying liability insurance coverage provided by your commercial package policy. Umbrella limits can be purchased at limits of $5, $10, $15, $25 and even $50 million limits. Umbrella premiums are very competitive today. In most cases the difference between $5 million and $15 million or higher limits is only a few hundred dollars. An association must be smart and proactive rather than reactive when it comes to insurance. At the end of the day, nothing ensures peace of mind more than knowing you and your property are completely and adequately insured. Becky Hayes, CIRMS, is a Producer/Agent for LaBarre/Oksnee Insurance Agency. She can be reached at 760-578-8831 or by email at beckyh@hoa-insurance.com.
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MANAGERS' CORNER
Living the Life of a Portfolio Community Association Manager By Karen Tillotson, CMCA, AMS
T
he portfolio community association manager is the professional touchstone for small and midsized associations. Portfolio managers are responsible for fulfilling the obligations of the management contract in conjunction with the goals, objectives and requirements set by the association's board of directors – all for more than one community. Portfolio managers can manage a few or many associations. They provide customer service, knowledge and guidance that is necessary for the successful management and operations of the communities they serve. A portfolio community manager ensures the harmonious environment and pristine appearance of the community and the commonly owned amenities. In the course of a single day, you can be called upon to perform a number of roles that vary wildly, from a financial advisor to a sewer expert, from a pet poop inspector to counselor. Your role is to resolve disputes and solve all
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"IN THE COURSE OF A SINGLE DAY, YOU CAN BE CALLED UPON TO PERFORM A NUMBER OF ROLES THAT VARY WILDLY, FROM A FINANCIAL ADVISOR TO A SEWER EXPERT, FROM A PET POOP INSPECTOR TO COUNSELOR. YOUR ROLE IS TO RESOLVE DISPUTES AND SOLVE ALL KINDS OF PROBLEMS THAT COULD INCLUDE PLUMBING, PARKING, PETS, LANDSCAPING AND SPATS BETWEEN NEIGHBORS." kinds of problems that could include plumbing, parking, pets, landscaping and spats between neighbors. You will also oversee community projects, advise the board on financial matters, collect member assessments, and resolve member violations. You are on call 24/7 even when the rest of the world has a holiday weekend. Sometimes, homeowners call you with problems that you can do nothing about. Still, you are expected to respond to them promptly, empathize with them and assure them that you care. These are all part of the portfolio manager’s job description. All homeowners have expectations about their homes and these beliefs can
be emotional. One of the keys to harmonious communities is managing homeowner exceptions through clear and frequent communications. Unrealistic expectations will lead to disappointment and dissatisfaction often directed towards the manager and management company. The board of directors, and, more importantly, the homeowners, should understand what is included in the management contract. If there are things that are not getting done or not being done to the board’s satisfaction, check the contract. It may be that those items are not included or not explained in enough detail. It may be time to amend or update
MANAGERS' CORNER your contract. Managers also encounter many one-time or infrequent tasks that are not specifically stated in the agreement. These extra and special requests are usually billed as reimbursable costs at an applicable hourly rate identified in the management agreement. Some examples of unplanned billable items: • All tasks relating to active litigation (civil, criminal or small claims) • Interactions with insurance companies, vendors, counsel and board regarding open claims • Meeting overtime or additional and special meetings • All activities relating to any approved capital improvement project is billable once the project is approved by the board
• Travel to and from any unplanned billable event including time and mileage • Time spent managing dry out, remediation and restoration is billable, including vendor, homeowner and board interactions • Property inspections that exceed the agreement specifications • Manager's time to create, edit and/or format newsletter content To avoid misunderstandings about the manager’s job, there must be excellent communication with the board and homeowners. Everyone in the community needs to know and understand the board’s directives for the association and what the manager is there to implement. Serving a community as a portfolio
CAI-CV.org
manager is very fulfilling. It is not a life of relaxation, with fixed hours and little or no job-related stress. If that is what you are looking for, then this one is definitely not for you. But if you enjoy working with people, can provide exceptional customer service, keep up with frequent changes to laws related to community management, possess a positive attitude towards life, can keep a cool head even when others are yelling at you, and most importantly, have a great sense of humor, you’ll be sure to go places as a much sought-after portfolio community association manager! Karen Tillotson, CMCA, AMS, is the Regional Manager for FirstService Residential Palm Desert. Karen can be reached by telephone at (760)834-2496 or by email at karen. tillotson@fsresidential.com.
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FEATURE
For the Love of Plants By Heddy Schulkind Salerno, CLT
“I love plants!” During forty years of interior plant maintenance, I have heard this phrase a lot. Many people love the way plants make them feel; they love the way they smell; they love to touch them and nurture them. They just love them! Well, there is a scientific reason we love plants. In the middle of the twentieth century, German philosopher, Erich Fromm, suggested that humans have an innate interdependence with nature. He termed this concept biophilia and went on to describe how nature is intertwined with eight basic human needs: relatedness, transcendence, rootedness, sense of identity, frame of orientation, excitation and stimulation, unity, and effectiveness. American biologist and author of “Biophilia,” Edward Wilson, popularized the theory as the “love of life or living systems” and promoted the idea that we, as humans are part of nature and, therefore, need to have nature surrounding us to be happy and productive. Most of us have felt good just by being in the mountains, surrounded by nature or, walking into a greenhouse and breathing in the warm moist clean air. When you cuddle up with your dog or cat, how you just get that sense of calmness (hopefully). Well, that is biophilia. Merchandisers and retail space designers have been capitalizing on this “feeling” for years. They incorporate
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realistic natural elements, ranging from aromas (aromatherapy) to HVAC technology that randomly alters the temperature to give you gusts of fresh air. All designed so that you will shop longer or stay productive longer. A 1989 NASA study found that indoor plants can scrub the air of cancer-causing volatile organic compounds like formaldehyde and benzene. It also found that soil microorganisms in potted plants also play a part in cleaning indoor air. Other studies have shown that plants reduce sick building syndrome (people getting sick because of poor air quality in enclosed areas), reduce absenteeism, increase employees' productivity by over 12 percent, lower blood pressure and stress, and increase happiness. Pretty amazing! And, they look pretty, too! Associations and homeowners can replicate the health and wellness benefits of biophilia in their office or homes with the simple addition of live plants.
So, when the opportunity comes around to doing something healthy for yourself or others, think of indoor plants. The cost factors are minimal compared to the health benefits. And if you close your eyes, you will feel the happiness (biophilia) that plants provide. And you too will be saying, “I Love Plants!” Heddy Schulkind Salerno, CLT, is a new business partner with CAI-CV and the owner of Inside Plants, Inc., with offices in Palm Springs and Corona. She is the Desert Business Association’s 2016 Business Person of the Year, and Inside Plants has been a certified woman-owned small business since 1978. Heddy can be reached at 951-733-5658 or by email at heddy@insideplants.net.
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WATER WISE
The Conservation Challenge: Golf and HOAs Need to Give a Little to Keep a Lot By Craig Kessler
T
he Coachella Valley contains The values of all those homes and And let’s not forget all those real live less than 1 percent of Southern condominiums dotting the fairways people in the desert whose livelihoods California’s population but hosts 28.6 of so many of the Valley’s golf courses are tied to the fortunes of the game. Any percent of Southern California’s golf are dependent, literally, on the water coordinated effort to reduce the game’s courses – an inverse proportion not seen that turns all they see in their sight water footprint that fails to recognize anywhere else in the nation, not even in lines green, rendering the simple water the “quality of life” represented by a golf vacation meccas like Myrtle Beach, saving techniques routinely practiced in minimum level of economic activity South Carolina. other areas of the state – e.g., eliminat- consigns those “real live people” to the Consider another “less than 1 percent” ing roughs from over seeding protocols vagaries and hardships of economic statistic. Golf consumes less than 1 or removing turf – achievable only at dislocation. percent of the water consumed state- the expense of the thousands who have Then consider this. The desert’s water wide, but it uses 24 percent of the water tied their fortunes to the value of their supply is secured by sources almost consumed in the Coachella Valley. homes, many of them retirement homes. entirely separate from the State Water There is just nowhere else Project and unrelated to sealike Southern California’s sonal rains and snows. It is "GOLF CONSUMES LESS THAN 1 PERCENT lower desert communities of secured by an aquifer that is OF THE WATER CONSUMED STATEWIDE, the Coachella Valley when it among the richest and deepest BUT IT USES 24 PERCENT OF THE WATER comes to dealing with water in the world as well as federally issues; nowhere else where guaranteed allocations from CONSUMED IN THE COACHELLA VALLEY." the golf economy is the chief the Colorado River. Unlike driver of the local economy, nowhere The Coachella Valley’s golf properties, many of California’s other groundwater else where so much of the region’s whether daily fee, resort or private, are basins, particularly those in the Central water is dedicated to maintaining golf dependent on seasonal visitors, snow- Valley and along the Central Coast, the courses, nowhere else where Mother birds, tourists and travelers from Los aquifer that sits beneath the Coachella Nature provides so little water from Angeles, Orange and San Diego Counties Valley has been managed with long-term the sky, nowhere else where it takes so for an enormous portion of their busi- sustainability in mind for generations, much irrigation to keep turf alive, and ness. They come to see wall-to-wall and it is ahead of the Coachella Valley nowhere else where the fortunes of the green in combination with mild sunny Water Management Plan’s self-imposed game affect the fortunes of such a high days in the middle of winter. Fail to meet 2020 deadline for stasis. percentage of residents. that expectation and they just might stop And that’s the point. HOAs and golf coming.
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Craig Kessler serves as Director of Governmental Affairs for the 170,000 member Southern California Golf Association (SCGA) and Chair of the Coachella Valley Golf & Water Task Force. He has worked in the Southern California golf industry for more than 25 years, specializing in public and business policy. SCGA’s offices are in Los Angeles, but the Coachella Valley is home to the Association’s highest concentration of golf clubs and golf courses – 121 in all. Craig can be reached via telephone at (310) 941-4803 and email at ckessler@scga.org.
the Palm Springs
MONTHLY
courses must continue to work together with CVWD and Desert Water Agency to manage the aquifer so that we can sustain not only what we have but add to it with renewed economic vigor. Economies that don’t grow eventually die. We can’t simply rely on nature’s bounty and Sacramento’s indifference. Nature is becoming more fickle, and Sacramento is becoming more obsessed with substituting its authority for local authority. Things just don’t go well for the desert when Sacramento calls the shots. Anyone remember those mandatory 36% cutbacks during the great drought? It just means that we’ll all need to give a little to ensure that we keep a lot. It doesn’t mean that we need to turn the Coachella Valley into Las Vegas or Phoenix – just that we need to be more mindful of meeting the conservation goals established by the Coachella Valley Management Plan; they are hardly onerous. According to Ian James’ farewell salvo in the Desert Sun (he has moved on to the Arizona Republic), golf is meeting those goals in one respect – use of non-potable water from the Mid-Valley Pipeline in lieu of groundwater extraction – but falling short in another key respect – reducing by a factor of 10% its aggregate use of water. We’re roughly halfway there, but if we can get all the way there by 2021 we can ensure that water policy continues to be made by CVWD and DWA, not Sacramento. Give just a little bit; keep what really matters.
®
JULY/AUG 2018
IN THIS ISSUE Issues Mobilization Grant 3 What You Need to Know About Logos and Trademarks Page 5 July/Aug Calendar Page 6 You’re Even More Vital to New-Home Buyers Page 14 PSRAR Affiliate Network News Page 16
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Welcome Aboard Heddy Schulkind Salerno, CLT By Jay Powell Heddy Salerno is the Chief Decision Maker at Inside Plants, an award-winning interior plantscaping company. Her 40-year-old company supplies live and artificial plants, plant maintenance, holiday décor and living walls to commercial and residential communities throughout Southern California, with clients in Texas, Arizona, Nevada and Washington. Her corporate office is in Corona, California and has a showroom/warehouse in Palm Springs, where she has lived permanently since 2012. She founded her company in 1978 in Brentwood, California. She had always been good in taking care of plants and decided to knock on doors to see if anyone would want her to take care of their plants. After accumulating some clients, she returned to school to become more educated in botany, horticulture, interior design, floral design and, of course, business and accounting. In 1981, she moved to Norco and grew the business there. Today, she employs 15 people who service over 350 clients from Temecula to Victorville and Orange County to Indio. In 2004, Heddy received her Landscape Industry Certified Interior Technician certification from the National Association of Landscape Professionals (NALP). Her passion is plants and plant design, but she also has a love of teaching. So in 2008, she became one of the trainers for Green Plants for Green Buildings in the “Authentically Green” program and, in 2015, added the “Advanced Living Walls” program. Heddy was the education chairperson for the Plantscape Industry Alliance for four terms and was instrumental in bringing technical training classes to the entire United States. She was also one of their educators for over six years and still teaches privately to interior plant maintenance companies. She is an active networker and has memberships with Desert Business Association, Palm Springs Chamber of Commerce, BOMA-Inland Empire, and the Interior Design Society-Palm Springs chapter. Heddy has been married to Mike, her Director of Operations, for over 19 years, has three adult children, six grandchildren, one cat and two English Bulldogs. Heddy is really looking forward to meeting everyone at our upcoming events! 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.
The California Legislative Action Committee (CLAC) is dedicated to monitoring and influencing legislation that affects community associations in California. CLAC is proactive in introducing and advocating for legislation that is beneficial to Common Interest Developments. CLAC also actively opposes legislation that may have an adverse impact on common interest developments (CIDs). As California’s 2018 legislative session winds down, work is beginning for the next session. The CLAC Committee is already planning for 2019 and anticipating another active legislative year. If you are interested in joining CAI-CV’s CLAC Legislative Support Committee, please call the office at (760) 341-0559. CAI-CV.org
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HOA Education for Board Members, Committee Chairs and Homeowner Volunteers CAI-CV’s Board Member Workshop (BMW) Series
SEPTEMBER
WHAT: Board Basic Training WHEN: Tuesday, September 11, 2018 5:30 p.m. to 6:30 p.m. TOPIC: Board Fiduciary Duties & California Law WHERE: CAI-CV Office 75-410 Gerald Ford Drive, Suite 102 Palm Desert
WHAT: CAI’s Common Interest Development (CID) Law Course WHEN: Wednesday, October 24, 2018 8:30 a.m. to 5:00 p.m. TOPIC:
In-depth legal review of state and federal statutes governing CIDs Certificate Course (continental breakfast, lunch and test included)
COST: Free w/RSVP
WHERE: CAI-CV Office 75-410 Gerald Ford Drive, Suite 102 Palm Desert
OCTOBER
COST: $95 Members | $130 Nonmembers (Board member education may be covered by your HOA)
WHAT: Board Basic Training WHEN: Tuesday, October 16, 2018 5:30 p.m. to 6:30 p.m. TOPIC: Understanding Budgets & Reserves WHERE: CAI-CV Office 75-410 Gerald Ford Drive, Suite 102 Palm Desert COST: Free w/RSVP
NOVEMBER
WHAT: Board Basic Training WHEN: Tuesday, November 13, 2018 5:30 p.m. to 6:30 p.m. TOPIC: Are You Covered? HOA Insurance WHERE: CAI-CV Office 75-410 Gerald Ford Drive Suite 102 Palm Desert COST: Free w/RSVP
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FALL 2018
BOARD MEMBER WORKSHOP
DECEMBER
CAI-CV EDUCATIONAL EVENTS REQUIRE AN RSVP, EITHER ONLINE AT WWW.CAI-CV.ORG OR CALL THE CAI-CV OFFICE AT (760) 341-0559.
WHAT: CAI’s Board Leadership Development Workshop WHEN: Friday, December 7, 2018 8:00 a.m. to 5:00 p.m. OPICS: Certificate Course (continental breakfast, T lunch and wine reception included) Module 1: Governing Documents and Roles and Responsibilities
CAI IS THE MOST TRUSTED SOURCE OF EDUCATION FOR COMMUNITY ASSOCIATION BOARD MEMBERS IN THE UNITED STATES AND ABROAD.
Module 2: Communications, Meetings and Volunteerism
Module 3: Fundamentals of Financial Management
Module 4: Professional Advisors and Service Providers
Module 5: Association Rules and Conflict Resolution Ask the Attorney Roundtable WHERE: Palm Valley Country Club 39205 Palm Valley Dr. Palm Desert COST: $95 Members | $130 Nonmembers (Board member education may be covered by your HOA) (Join us for CAI’s Holiday Open House at Palm Valley Country Club at 5:30 p.m. for free)
FOR MORE INFORMATION ABOUT CAI, VISIT WWW.CAIONLINE.ORG OR WWW.CAI-CV.ORG.
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MAINTENANCE
Proper and Timely Property Maintenance Improves Property Values Steven Shuey, PCAM, CCAM
P "...BOARDS HAVE A DUTY TO SEEK PROFESSIONAL ADVICE BEFORE THEY START MAJOR MAINTENANCE PROJECTS AND TO HIRE LICENSED AND FULLY INSURED PROFESSIONALS TO PERFORM THE WORK."
roperty maintenance is a common term in community association management. It is one of the primary considerations for the board of directors and is addressed at nearly every board meeting. That’s because associations are responsible for preserving, maintaining and enhancing the value of the community. This could include frequent maintenance items like mowing lawns, trimming trees and keeping the pool clean. It could also include less frequent maintenance like upgrading landscape, refurbishing the pools and repainting buildings. In California, maintenance is not optional, it is mandated by the Civil Code. Boards are required to properly maintain the assets of the community. However, deciding “how” to maintain assets can be more complicated. Fortunately, board members are not expected to be experts when it comes to maintenance decisions. Instead, boards have a duty to seek professional advice before they start major maintenance projects and to hire licensed and fully insured professionals to perform the work. Developing an annual maintenance calendar will help the board stay on top of the community’s maintenance needs. Start with daily maintenance items and then include weekly, monthly and less frequent tasks. Make sure to carefully review your reserve study that predicts the timing for equipment replacement due to wear and tear or just old age. Any equipment that is near the end of its useful life may need an annual inspection and additional maintenance as it ages. Most of us can tell right away when entering a community whether it is being maintained properly. Realtors and savvy buyers will notice flaking paint, cracks in roadways and overgrown or dying landscape. These are signs that more problems probably exist with the commonly owned components that are not as visible. Deferred maintenance is nearly always a bad idea. Every association can take the opportunity to annually review their maintenance calendar and adjust their operating budget and assessments to ensure proper maintenance is being performed. The association may want to seek community input as a way of both educating residents and to gain buy-in for raising assessments if needed. If community buy-in is a potential problem, consider calling a special meeting with an open forum for residents. At the end of the day boards will be measured by their upholding their fiduciary duties including the duty to maintain their community. Their diligence will pay off by preserving the value of the homes for residents. Steven Shuey, PCAM, is a CLAC Delegate representing CAI-CV and serves on the national faculty of CAI. He is a community association consultant with Personalized Property Management and can be reached at IslandMgr@aol.com.
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2
8 01
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2018 PLATINUM SPONSOR SPOTLIGHT
"Over 35 Years of Consistent, Proven Performance"
Locally owned and operated by Gary and Tracy Butler, Asphalt MD's has been the desert's first choice for repairing, sealing and saving association streets for over 35 years. While others in our industry proudly boast of "serving all of Southern California," as a local company, we have been richly blessed in our own backyard. With great pride we proudly boast of "serving only the Coachella Valley!" The secret to our success is simple: our people and our pride! Our People. We believe we have the "All Pro Team of the Asphalt Maintenance Industry!" The rookie on our team, who most of you know, Mr. Chris Meyer, has been with the company for over 14 years. The office staff and crew have all worked together with the company for 20+ years. As I am writing this article, the outside temperature is 118° with a street surface temperature of approximately 165°. Can you imagine working in these streets, in this weather for 20-30 years? Our crew is definitely the "Best of the Best!" Our Pride. Our goal is to convert all first-time customers to lifetime clients. When called to bid work, we refuse to take shortcuts to keep our price low to win the work. We're here for the long haul! Although our bid may not be the lowest, it will include all the work required to offer the most cost-effective, long-term solution for saving our clients' streets. We would rather lose the bid than jeopardize our integrity by letting shortcuts influence our price. Rather than spending money to replace streets, our goal is to offer cost-effective "Anti-Aging Solutions" to save your streets. If your streets need a facelift, Asphalt MD's should be your first call. With over 35 years of successfully transforming old aging asphalt back to beautiful black streets, you can be sure you made the right choice. Asphalt MD's has been a proud, actively involved member of our local CAI chapter for over 30 years. Gary Butler and Chris Meyer have both served on numerous committees over the years with Gary serving as our Chapter president in 1995. Call the doctors at (760) 863-4500.
Visit our website AsphaltMDs.com 28
Quorum September, 2018
Thank you to Asphalt MD's for their generous support of CAI-CV!
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29
FEATURE
The Living Desert on Landscaping By Kirk Anderson
G
lobal warming, shifting ocean currents or the fickle finger of fate, for whatever reason, Southern California finds itself once again parched, baked and seared under the latest in a string of droughts. After receiving an eleventhhour reprieve during the 2016/2017 season from one of the worst droughts in the last 500 years, the skies dried up once again this season and most of the Coachella Valley saw less than two inches of rain. Major strides were made in reducing water use during the last drought in response to gubernatorial mandated restrictions and penalties imposed by local water agencies. While those savings evaporated in many areas once the drought was declared over, water conservation in the desert should be a way of life rather than a reaction to current drought conditions. The time has never been better to wean off the green. Upon first encounter, the vast open expanses of desert can seem a harsh and foreboding place. In contrast, the lush and verdant landscapes of the Valley’s communities offer a sense of comfort and familiarity for first-time visitors and longtime residents. However, the American standard landscape of turf and foundation plantings of ubiquitous shrubs uses 75-90 percent more water than desert landscape. We are beginning to see more
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landscapes celebrate our arid heritage. Desert landscape here in the Valley can take advantage of an incredible diversity of unique and remarkable plant species indigenous to arid and semi-arid regions. Plants such as cacti, agaves, ocotillos, aloes, euphorbias, alluaudias, yuccas, dasylirions and nolinas offer an almost endless variety of size, form, texture and bold accents from which to choose. Let’s look at what makes up an effective and water efficient desert landscape.
WHAT IS DESERT LANDSCAPING? Most people think of cactus and sand or gravel. These can be key components, but there is so much more available. Blending a variety of arid adapted plants and hardscape elements, rock, cobble, decomposed granite (DG) create a beautiful pallet. Like the desert itself, there should also be a spatial component to desert landscape. Informal spacing and separation of plants or groupings of plants looks most natural. Many of the varied accent plants suitable for desert landscaping also lend themselves to interesting formal treatments. Landscaping should evoke a regional sense. Using native plants with a southwest flair will naturally establish a sense of place and wellbeing.
WHAT ARE THE ADVANTAGES? • Plants from arid climates need less water. They’ve adapted strategies for minimizing water loss that includes smaller leaves, thickened epidermal cells, oily leaf coatings, hairy leaf surfaces, gray coloration or pubescence on leaf, leaf size differential depending on moisture availability, ability to conduct photosynthesis in stems and branches, and the ability to open their stomata or pores at night for gas exchange. • Plants from arid climates are adapted to growing in typically well-draining impoverished soils, making the chore of amending the soil and applying copious amounts of synthetic fertilizers unnecessary. • Plants accustomed to hot, arid climates will be less stressed by the weather and therefore, hopefully healthier and less prone to disease and insect problems. • Use of native plants will help support local populations of birds and insects. Even just a few native plants in each landscape can help bridge the gap between open spaces. Eighteen species of local butterflies have
FEATURE been recorded visiting desert lavender, a fragrant member of the sage family. Resident and migratory hummingbirds love chuparosa. Queen and Monarch butterflies use desert milkweed as a host plant. Cactus wrens will nest in cholla branches. • Desert landscape also uses irrigation supplied by drip or low flow systems with an eye towards water conservation. Drip irrigation promotes less weed growth since water is delivered to single spots instead of broadcast sprayed. • Properly selected and sited trees can reduce cooling costs by 10 to 30 percent. • Shade canopies from trees and shrubs can lessen the urban heat island effect of our paved world. • Established native plants will weather the storm when the irrigation clock malfunctions in the middle of summer and fails to deliver water for a week or more. • Elimination or reduction of areas of turf reduces the amount of resources used to maintain it.
and smoke trees enliven the landscape. Yellow bells and its cultivars along with coral fountains have become increasingly popular in recent years due to the infusion of color they bring. Some plants provide almost year-round color in our mild low desert climate; Baja fairy duster, angelita daisy, desert marigold and Baja ruellia seem to always be in bloom. And, don’t forget about the spectacular displays put on by many of the cacti!
HOW TO MAINTAIN • Along with planting drought tolerant species, the most critical step in maintaining a beautiful landscape is managing the irrigation schedule, changing it with the seasons and shutting it down when significant rain events occur. Water is key. Keep an eye on the plants; if something looks dry, check the bubbler; if a large area looks dry, check the irrigation clock. • Placing the right plants in the right spots should lead to minimal pruning. Southwest plant material looks better when allowed to grow naturally.
WHAT MAKES IT ATTRACTIVE? There are an incredible variety of succulents and accent plants available for use – cacti, euphorbias, agaves, aloes, yuccas, nolinas, dasylirions, ocotillos. Adding in rock from boulders to cobble or DG can help bring a finished look to a landscape. Rocks can fill voids and balance out a landscape where the temptation is to plant more plants and there is a wide variety of materials available from local rock yards.
Selective pruning should be practiced rather than shearing. Eliminating the weekly shearing also reduces the time spent on maintenance, reduces the amount of green waste produced and allows for greater flower production. • While deadheading or removing spent flowers can help tidy up and encourage repeat blooming, many plants such as brittlebush produce seeds that are relished by wildlife. Allowing the plants to go to seed increases the likelihood of wildlife spending time in your landscape. • Some older plants that have become sparse with age can be rejuvenated with a hard pruning at the right time of year. Many desert trees want to grow as big shrubs and will need to be lifted over time if an overhead canopy is desired. In high wind areas, canopies may need to be opened up to lessen the wind-sail effect and allow air to pass through. • Do not top trees; topping destroys the natural shape of the tree and promotes weak branching that may become a liability down the road. • If possible, suspend the use of herbicides and bug killer. Few, if any insecticides, are target specific so they kill as many beneficial insects as pests. Systemics may be passed on to the hummingbird drinking the nectar and the bee gathering the pollen. If you have a plant that has a problem that can’t be remedied without chemicals, you may need to replace the plant.
THE RIGHT PLANTS IN THE RIGHT SETTING GIVE IT THE RIGHT FEEL
• Plan on bubblers or emitters near the drip line of trees at maturity. This is where the feeder roots will be to encourage a wide spreading root system.
Water-efficient doesn’t mean colorless. Seasonal splashes of color from plants like penstemons, brittlebush, chuparosa, Texas rangers, palo verdes CAI-CV.org
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FEATURE WATER USE AND WHY IT MATTERS Theoretically water is a renewable resource, but, here in the desert, demand is exceeding supply. It shouldn’t only be a question of whether we can afford our current rate of water use from a financial perspective but there is a moral point of view to consider. The Coachella Valley was blessed with an underground aquifer that has supported the greening of the desert, but it can’t last forever. Recharge basins were developed to replenish underground stores but can’t keep up with withdrawal rates. With 70 to 80 percent of domestic water use going to landscape, this is an area where real savings can be made.
HERE ARE SOME IDEAS OF HOW YOU CAN MAKE A DIFFERENCE: • Install low-flow irrigation or retrofit existing systems. • If removing turf that is interplanted with trees, remember to provide sufficient irrigation for the trees when redoing the irrigation system. • Water early morning to minimize water loss due to evaporation.
• If planning a landscape with plants with varying water needs group or zone them together so they can be irrigated separately. When everything is on one system you are always watering for the least drought tolerant plant. • Visit www.ccuh.ucdavis. edu/wucols-iv. WUCOLS or Water Use Classification Of Landscape Species is available online to help identify water needs of plants. The Coachella Valley is Zone 6. The plants are rated by high, medium, low and very low water use. • Try smart irrigation. These are controllers linked to satellite feeds that send daily adjustments according to current conditions. • Visit www.cvwd.org. The Coachella Valley Water District (CVWD) website offers examples of seasonal irrigation schedules. Check with your water agency to see if they are offering incentives for switching to smart controllers or reducing the amount of turf in your landscape.
PITFALLS TO AVOID • Save water and headaches from lost plant material by planting in season, typically late September through March. Planting during the hot season can be done but will take diligence with watering. • Consider exposure orientation. For most desert plants, an eastern exposure is heaven and a western exposure—not so much. For really hot exposures like west walls and areas where there is reflection off light colored surfaces, make sure to use plants that can handle the heat. • In desert landscaping, it is all about getting water to the plants roots. Make sure that bubblers are upslope from the plant and that water is indeed getting to the plant and not channeling off somewhere else. It’s amazing how a subtle shift in contour can deflect the water away from the plants. Make temporary basins if needed. • Know the ultimate size of the plant and watch out for the relationship between spines, thorns and walkways when choosing planting locations. Planting a one gallon agave or desert spoon too close to the path may result in someone getting hurt and the removal of the plant. • If using an organic mulch that stays wet, keep it off the stem or trunk of the plant. Do not plant too low; dig the hole just as deep as the root ball so it won’t settle. Digging deep and adding amendments to the hole are no longer recommended. • Avoid planting fountain grass (Pennisetum setaceum). There are few plants that pose a threat to our arid natural landscape, but this plant can be highly invasive and has become
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FEATURE a real problem in our local canyons. If already present in the residential or commercial landscape, please remove it. Replace it with one of the native grasses or use one of the purple or red cultivars of pennisetum that do not set viable seed.
pubescens), Smoke Tree (Psorothamnus spinosus).
LARGE SHRUBS California Juniper (Juniperus californicus), Creosote (Larrea tridentate), Desert Apricot (Prunus fremontii), Desert Lavender (Hyptis emoryi), Four-
Ocotillo (Fouquieria splendens), Our Lord’s Candle (Hesperoyucca whipplei), Parry’s Nolina (Nolina parryi), Silver Cholla (Opuntia echinocarpa), Staghorn Cholla (Opuntia gamderi), Teddy Bear Cholla (Opuntia bigelovii). When purchasing specimen size plants of succulents, care should be
"THERE ARE NO BETTER PLANTS AVAILABLE TO HELP A LANDSCAPE EVOKE A SENSE OF PLACE THAN THE PLANTS FOUND GROWING IN THE AREA NATURALLY." NATIVE PLANTS There are no better plants available to help a landscape evoke a sense of place than the plants found growing in the area naturally. The popularity and availability of native plants have greatly improved over the last twenty years. Landscapes do not have to be comprised entirely of native plants to be effective. Incorporating even a few indigenous plants can help bridge the gap between the natural open spaces on the Valley floor and our landscaped areas.
SOME NATIVE PLANTS TO CONSIDER: TREES Blue Palo Verde (Parkinsonia [Cercidium] florida), Ironwood (Olneya tesota), Desert Willow (Chilopsis linearis), Western Honey Mesquite (Prosopis glandulosa var. torreyana). There are a number of other large trees native to the canyons surrounding the Coachella Valley. These include sycamore (Platanus sp.), cottonwood (Populus sp.) alder (Alnus sp.), ash (Fraxinus sp.) and willow (Salix spp.). These trees are all found in riparian situations in our area with year-round water availability. They are heavy water users.
SMALL TREES Cat Claw Acacia (Senegalia greggii), Screwbean Mesquite (Prosopis
wing Saltbush (Atriplex canescens), Indigo Bush (Psorothamnus schottii), Jojoba (Simmondsia chinensis), Quail Bush (Atriplex lentiformis), Sugar Bush (Rhus ovata), Wolfberry (Lycium spp.).
taken to assure plants have been legally obtained. They should have been nursery grown or have a native plant tag, which should be retained in your records.
SHRUBS
WILDFLOWERS
Acton Encelia (Encelia actoni), Alkali Goldenbush (Isocoma acradenia), Bladderpod (Peritoma arborea), Brittlebush (Encelia farinose), Burrobush (A mbrosia dumosa), California Buckwheat (Eriogonum fasiculatum), California Fuschia (Epilobium californicum), Cheesebush (Ambrosia salsola), Chuparosa (Justicia californica), Coue’s Senna (Senna covesii), Desert Holly (Atriplex hymenelytra), Desert Mallow (Sphaeralcea ambigua var. ambigua), Desert Milkweed (Asclepias subulate), Goldeneye (Bahiopsis parishii), Mormon Tea (Ephedra nevadensis), Ephedra (californica), Paperbag Bush (Scutellaria mexicana), Pygmy Cedar (Peucephyllum schottii), Rose Mallow (Sphaeralcea ambigua var. rosacea), Santa Rosa Sage (Salvia eremostachya), Sweetbush (Bebbia juncea), Trixis (Trixis californica), White Sage (Salvia apiana), Wishbone Bush (Mirabilis laevis).
Arizona Lupine (Lupinus arizonicus), Canterbury Bells (Phacaelia campanularia), Chia (Salvia columbariae), Desert Sunflower (Geraea canescens), Dune Primrose (Oenothera deltoids), Fremont Pincushion (Chaenactis fremontii), Sand Verbena (Abronia villosa), Wild Heliotrope (Phacaelia distans). Try sowing in the fall for some color in the spring. For a more comprehensive list of arid and semi-arid plants, look for Zone 6 on the latest listing of the WUCOLS IV Plant List online. To view and learn more about the plants mentioned here, visit the gardens at The Living Desert. Responsible landscaping in the desert means everybody benefits.
SUCCULENTS Barrel Cactus (Ferocactus cylindraceus), Beavertail (Opuntia basilaris), Calico Hedgehog (Echinocereus engelmannii), Desert Agave (Agave deserti), Mohave Yucca (Yucca schidigera), CAI-CV.org
Kirk Anderson is Curator of Gardens at The Living Desert. Kirk has been involved with The Living Desert’s horticulture programs for more than 30 years and has served as head of their Garden Department for 18 years. He can be reached at 760-346-5694 or by email at kanderson@livingdesert.org.
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ABOUT CLAC
12 Reasons Why You Should Donate to CLAC
T
he California Legislative Action Committee (CLAC) is a committee of Community Associations Institute (CAI), a national nonprofit educational and resource organization dedicated to fostering vibrant, competent, harmonious, community associations. CLAC is dedicated to monitoring and influencing legislation that affects community associations in California. CLAC is proactive in introducing and advocating for legislation that is beneficial to common interest developments (CIDs) and is active in opposing legislation that may have an adverse impact on CIDs. CLAC has inf luenced legislation affecting many aspects of the DavisStirling Act, including covenant enforcement, elections, board meetings, assessment collection, electronic voting, resale disclosure, etc. Following are 12 strong reasons why you should donate to CLAC.
1. Your donation gives you voice. CLAC’s legislative advocacy efforts are entirely dependent upon the opinions and experience of the industry’s professionals and CID homeowners. CLAC serves the interests of approximately 9,000,000 people who live in and work with CIDs in the state of California. CLAC communicates with legislators and other elected
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and appointed officials, and CLAC members educate government officials about CID concerns through letters, phone calls and personal visits.
2. CLAC is dedicated to monitoring and influencing legislation that affects common interest developments in California. CLAC researches and reviews proposed legislation and takes positions on bills affecting CIDs. CLAC reviews and tracks bills related to CIDs in California throughout the year.
3. CLAC meets regularly with lawmakers to help advance issues. CLAC educates and visits w ith law makers, legislative and executive staff, and other organizations, and testifies before legislative bodies. In addition, CLAC visits legislators annually and holds an annual Legislative Day at the Capitol in Sacramento to get to know legislators; inform them of issues affecting CIDs; ensuring that the voice of community associations is heard.
4. CLAC is NOT a PAC (Political Action Committee) and does not give money to legislators or their campaigns. CLAC operates solely from contributions made by California members of CAI and
other donations.
5. CL AC
prov ides im mediate action alerts and input on bills that affect CIDs. CLAC’s input on breaking issues enhances its ability to effectively influence the formulation and outcome of public policy. Additionally, CLAC provides timely information on bills related to CIDs on our blog.
6. CLAC organizes “grass roots” letters, emails and phone communications with legislators regarding important CID-related issues and proposed laws.
7. CL AC
exercises members’ constitutional right to participate in the political process. CLAC builds important relationships with government officials and develops a network of peers that will benefit the CID community and profession.
8. Giving is easy and can be done online or fill out and return the Buck a Door or More donation form.
9. It is legal for CID boards to donate money from the assessments collected. The board may spend community funds on protecting the association and its owners by supporting constructive – and opposing offensive – state legislation.
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Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement
10. Donations are for LEGISLATIVE ADVOCACY, NOT POLITICAL CONTRIBUTIONS. CLAC expenses include printing and mailing information to CAI members and CLAC contributors, lobbyist fees and administrative services; providing legislative information to the CLAC volunteers and more.
Opinion Letters Contract Drafting and Negotiation
We are pleased to announce Jennifer James joining our law firm as of counsel.
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11. Senate and Assembly Committees
YOUR HOA CAN BE OUR NEXT COVER APRIL 2018
ask our advocate (lobbyist) for input as housing legislation is proposed and debated. Moreover, the Governor’s office often contacts CLAC to ask its position on a bill prior to the Governor signing the bill!
APRIL 201 8
12. CLAC has become the recognized resource for providing accurate, timely and influential input to California legislators. CLAC is comprised of representatives from three CAI membership categories: Volunteer Leaders (i.e., homeowners, board members); Business Partners (e.g., attorneys, developers, reserve analysts, c ont r ac t or s , ac c ou nt a nt s , insurance representatives, etc.) and community association managers. This provides a diverse perspective on how bills may impact CIDs. Visit CLAC online at www.caiclac. com or call the CAI-CV office for more information. Consider joining CAI-CV's Legislative Support Committee!
Coachella Valley Co mm
T S O C O N
OUR TOERY Y COVE
EV TORY. HAS A S URS! YO TELL US
unity Assoc
iations Ins titu
te Magaz ine
8 Indian Creek Villa in Palm De s sert FEATUR ING
Reasonable Accom
modations
12 Beyond Board 101: Five Topics Board Mem HOA bers Sho uld Know 14 Reasona ble Acco mmodation Modifica s and tions Und er Fair Hou 16 Caught sing Law In Between (New HUD 26 America Regs) ns with Disa bilities Act in Reconstr (ADA) uction
Around The In Eighteen World Holes CAI-CV
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2018 CAI-CV
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TE
SAVE THE DATE! CO
CAI-CV Annual Awards and Monte Carlo Night
CH
AS
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S INSTITU
A
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A CI
N TIO
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COMMUNI
LA
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The Mad Hatter Ball Friday, January 25, 2019 5:30 p.m. Omni Rancho Las Palmas Resort & Spa
201 8
Chapter Awards Ceremony
A A W A R D S GA L
Specialty Cocktails Award-Winning Cuisine Unlimited Gambling
Time Honored – Jolen Zeroski By Sierra Carr, CMCA
Jolen Zeroski is a familiar face at CAI Chapter events and meetings. She is currently serving as Treasurer and on the Executive Committee for the CAI-CV Board of Directors. Jolen has been an active member of multiple CAI Chapters since 2003, including Los Angeles, Orange County, San Diego, as well as Chapters in Washington, Oregon and Utah. To learn more about association management, Jolen earned her CMCA® certification a few years ago. She initially joined CAI to meet managers and to market Union Bank services to management companies. Now, she enjoys being involved with the governance of CAI and helping the organization grow and thrive. 36
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Jolen has served on the boards of several chapters and on numerous committees. For the L.A. Chapter, she served on the Board of Directors and on the following committees: Golf, Membership, Finance, and Wine Night. For the Orange County Chapter, she served on the Membership, Outreach, Mini Tradeshow, and Budget and Finance committees. She also served on the Membership Committee for the San Diego Chapter. Jolen has worked in the Coachella Valley for more than nine years, providing Union Bank services to her association clients. Union Bank has been in business for 150 years and established their HOA Division 25 years ago. Union Bank is also a national corporate member of CAI and is involved with many of the CAI chapters throughout the United States.
If Jolen hadn’t pursued a career in banking, she would have loved to become a dolphin trainer. One year, she had the amazing opportunity to swim with dolphins for her birthday! Jolen has two adult children, Aaron (28) and Amie (22). She enjoys traveling, playing golf, hiking, wine tasting and a variety of music (except for rap). Her favorite saying is, “Life is uncertain, so eat dessert first!” Thank you, Jolen, for your service to CAI and especially our local CAI-CV. We are honored to have you as a part of our organization! Sierra Carr, CMCA, is the Comptroller for Trilogy at La Quinta and works for FirstService Residential. She can be reached at (760) 702-3038 or by email at scarr@mytlq.com.
EDUCATION
Education for Different Trades A By Jim Schmid
s important as it is for managers to stay up to date with current practices, new laws, and changing trends in the industry, it is equally important that technically trained staff working for business partners stay up to date on their skills, regulatory updates that apply to their areas of expertise, and new technologies. Aside from the primary benefit of improved technical skills, continuing education can have other, less obvious benefits. Training can contribute to a stronger bottom line and better conditions throughout the community as staff can get things right the first time. Continuing education also contributes to a reduction in liability for your association, as well-educated and trained personnel are less likely to make mistakes. Educational opportunities can improve morale. An organization committed to continuing education shows staff that they are valued, and can improve job satisfaction.
"MANY PROFESSIONAL ASSOCIATIONS AND SCHOOLS OFFER FLEXIBLE SCHEDULING, ONLINE-CLASSES, AND WEBINARS THAT CAN ALLOW EMPLOYEES TO KEEP LEARNING WITHOUT MISSING A LOT OF TIME." With tight budgets and a long list of to-do’s, it can often seem like sending staff off to be trained is impossible. Fortunately, there are many options available that do not require a huge commitment of time away from work. Many professional associations and schools offer flexible scheduling, online classes, and webinars that can allow employees to keep learning without missing a lot of time. For many communities, landscape maintenance can be one of the largest, ongoing expenses in the budget. There are numerous professional associations offering continuing education opportunities in this field. All of the following organizations offer educational opportunities, and in some cases certifications: The Irrigation Association (IA) www.irrigation.org, Golf Course Superintendents Association of America (GCSAA) www.gcsaa.org, International Society of Arboriculture (ISA) www.isa-arbor.com, California Association of Pest Control Advisors (CAPCA) www.capca.com, Pesticide Applicator’s Professional Association (PAPA) www.papacalifornia.com.
As regulations and practices related to water and pesticide use continue to evolve, it’s important to stay up to date. Additionally, local agencies like the Coachella Valley Water District (CVWD) www.cvwd.org offer training classes related to irrigation, recycled water, water conservation, and landscaping at no charge. Do you conduct pool maintenance in-house? The National Recreation and Parks Association (www.nrpa.org) and The National Swimming Pool Foundation (www.nspf.org) both offer various certifications, online and traditional classes, and webinars related to maintenance of pools. Vendors of pool maintenance products are often able to set up training sessions for staff facilitated by manufacturer representatives who are experts in pool maintenance. College of the Desert provides a wide range of opportunities for all types of staff members to further their educations in their career and technical education programs. Programs are available for everyone from the administration office, to the clubhouse and restaurant, to the maintenance staff. Courses of study include classes related to heating and air conditioning, building automation, construction management, landscaping, personal training, yoga, solar battery storage installation and maintenance, water safety instructor, business administration, accounting, computer science, general business, culinary arts, and communications. The UC Riverside Palm Desert Campus offers a certificate in project management, as well as communications. Look for additional opportunities here as the campus continues to grow. Opportunities for continuing education for staff members at all levels of your organization are available, accessible, and in many cases very inexpensive or even free. With all of the benefits that come with a solid continuing education program, every organization should make it a top priority. 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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FEATURE
Increasing Home Value By Eric Gaer
E
very homeowner wants their property to achieve its maximum value. Of course, market matters are the most important factors when determining home value. Outside of that however, there are several things homeowners can do to increase the current value of their home.
WHAT’S INCLUDED IN HOME VALUE? Among the most obvious considerations in home value is location and neighborhood comparable prices. Home appraisers consider five additional items when discerning the value of homes: (1) the view angle from the backyard, (2) frontage length, (3) backyard exposure to neighbors, (4) privacy, and (5) backyard slope. Of course, there is almost nothing you can do to change any of these factors and, at the end of the day, the most important thing you can do is make your home more attractive to potential buyers.
H E R E A R E F I F T E E N WAY S YOU C A N BOOST YOU R HOM E VA LU E: 1. Upgrade kitchen appliances. The
7. Upgrade master bath. If your budget
most sought-after room in your home is the kitchen. It is worth the most per square foot. If your appliances are more than five years old, consider updating them.
allows, spa-like features are most desirable – from oversized tubs to spa-like showers.
2. Kitchen cabinetry. When you walk into a kitchen, the first thing you notice is the cabinets. Cabinetry is probably the most expensive part of the kitchen, but also shows the most return on investment. Replace or re-face – look for wood, crown molding, sliding shelves, etc.
3. Upgrade countertops. The more invested in countertops (whatever the room), the better the results when selling a home. There are many options and styles depending on budget.
4. Flooring – the forgotten upgrade. The rule of thumb for flooring is the more resilient and long-lasting the higher your return on investment.
5. Upgrade plumbing fixtures in kitchen and bathrooms. If these are more than ten years old, consider upgrading.
6. Master bedrooms should feel like a retreat. Note lighting options such as recessed fixtures and dimmers. Check ceiling height. If you can go higher, do so. Ambiance is king here. 38
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8. Audio and sound. Not necessarily top of the list, but surround-sound systems in the living room areas and master bedroom, flat-screen TV’s, and other amenities are sought-after.
9. Eco-friendly equals higher value. In our current, eco-conscious times, environmental upgrades offer a big return on investment. Water-saving plumbing fixtures, tankless water heaters, bamboo flooring, etc. are all considerations.
10. Fully-usable garage. Yes, the garage is a great place for storage. Make sure it’s well organized and there is plenty of room for cars. Built-in cabinetry is a big plus.
11. Invest in curb appeal. Make certain that your landscaping is well manicured and trimmed. Keep flower beds free of weeds and full of flowering plants.
12. Maintain a fully functioning irrigation system. More convenience, and saving time and energy matter. A proper irrigation system is important, and professionals can design systems to maximize their effectiveness.
13. The more closets the better. More storage space equals more value.
14. Quality roof. For roofs over 15 years of age, have them inspected by a licensed roofer. Upgrading from asphalt shingles to clay tiles is one way to beautify the property and add value.
15. Windows are more than viewing. While your windows are a key source of light for the home, they are also important insulators from heat and cold.
SPEND NOW FOR THE FUTURE Spend money now to invest in your home. The value that you create now will increase in time. Even if you don’t plan to sell your home soon, you will enjoy the upgrades that are made and, in turn, will add value to your own life. Eric Gaer is a licensed California real estate broker and is a business development associate for Nissho of California, a full-service landscape maintenance and construction company in Southern California. Eric can be reached at ewgaer@me.com.
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We value and respect your landscaping investment and are dedicated to you and your satisfaction.
Phone: 760- 343-0162 • Fax: 760-343-4804 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
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WATER WISE
Golf Course Turf Rebate Program Garners Praise By Coachella Valley Water District
G
olf superintendents who have taken advantage of a turf rebate program from Coachella Valley Water District (CVWD) are praising the opportunity to remove turf in nonplayable areas, adding value to the property while saving on water and maintenance costs. “We completed two projects and they both worked out really well,” said Jonas Conlan, former Superintendent of Desert Princess Country Club at the time of the projects. “Everything looked really good and it was definitely a savings to eliminate turf and to not mow and water that area." Conlan, who is now Director of Agronomy at Indian Wells Golf Resort, said the first project at Desert Princess involved the removal of about seven acres of turf in conjunction with the installation of a new irrigation system and a new landscape of rock and desert-friendly plants and trees. In the second larger project, about 16 acres of a 40-acre turf area were removed and some native soil was retained. “And neither project took away from the golf course because these were non-play areas,” he said. Over the last three years, CVWD awarded $1,619,612 in 26 rebates to 21 golf courses, resulting in the removal of 154.48 acres of turf and a water savings of more than 914 acre feet per year. Jim Schmid, Director of Operations for the Lakes Country Club, said he considers the rebate program a way to add value by removing turf where it isn’t needed. “After applying and being approved for the rebate program, we decided to use the rebate funding to remove more turf than we had originally planned,” he said. “We felt it was a benefit to the community.”
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If your management company is considering similar ideas for updating the non-playable areas of your golf course with desert-friendly landscaping, this could be the perfect time to start the project. Coachella Valley Water District (CVWD) recently extended its Golf Course Turf Rebate Program, made possible through grant funding. Through the program, CVWD offers rebates of $15,000 per acre, up to $105,000, for removal of turf and replacement with desert landscaping. HOA landscaped areas that are irrigated using golf course water, rather than CVWD domestic supplies, are also eligible for this rebate. This is a first-come first-served program until funding is exhausted. All projects must be pre-approved before work begins and must be completed by March 31, 2019. The program is part of CVWD’s ongoing commitment to reducing groundwater overdraft. Golf courses are an important partner in this effort. As part of the program, applicants must commit to sharing their water use data with the Coachella Valley Golf and Water Task Force. The task force was formed to help facilitate communication between the golf and water industries. Participants meet monthly to talk about current and future actions for water conservation. Early fall is a perfect time for planning such projects. The application is available at CVWD’s website www.cvwd.org/ rebates, or contact Angela Fasano in Water Management at afasano@cvwd.org for any questions you may have.
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MAINTENANCE
“Do We Really Need to Paint?” By Jared Knight
P
erhaps one of the easiest things to defer when considering association finances is the repainting schedule. The reason is that many communities still look decent at their scheduled re-paint intervals. I’ve walked my share of projects where everything still looks really good on the day of inspection. Of course, there are exceptions like when very dark colors are used, or moisture is a persistent issue.
that takes priority. Perhaps the painting can wait another year. However, as a rule of thumb, sticking as closely as possible to the established painting schedule and performing the needed maintenance in between repaints is critically important to maintain the value of our communities. Maintaining the paint in our community is like maintaining our cars. We don’t expect our car to start driving dif-
"Maintaining the paint in our community is like maintaining our cars. We don’t expect our car to start driving differently at that recommended oil change threshold, but we know it needs to be done and we know the point is to change that oil before there are any negative issues." For the majority of associations, the light desert neutrals that are so popular here in the Valley tend to hold up really well. So, when the board stands back to assess existing paint, it can be tempting to ask, “Why in the world do we need to paint now?” There is, of course, some flexibility to the repainting schedule. If a board is struggling with a roofing emergency, then 42
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ferently at that recommended oil change threshold, but we know it needs to be done and we know the point is to change that oil before there are any negative issues. The goal of paint maintenance and repainting is not only to keep the community looking nice, but to keep the surfaces protected adequately.
PROACTIVE MAINTENANCE Most of the time, proactive maintenance has more to do with managing the things paint is exposed to like water rather than simply repainting. The number one element that works against paint is excessive moisture. You may think, “Great! It doesn't rain here very often, we should be fine!” Unfortunately, the amount of rain is not the primary reason for water exposure. In the Valley, we see a lot of paint deterioration from misdirected sprinklers and overwatering.
STUCCO WALLS Frequent exposure to excessive moisture can lead to peeling or bubbling paint, mildew issues, efflorescence, and even stucco deterioration. This can happen to the surface with misdirected sprinkler spray. Adding to the problem, older communities were built before stucco weep screeds were standard. If you were able to read the article by Dan Stites “What the Heck is Stucco Screed?” from the July 2018 issue of Quorum, you know that stucco screed functions to let moisture escape from stucco walls. If your community doesn’t have stucco screeds or if they are
MAINTENANCE
the wood isn’t sound, eventually these patches will lose adhesion and fail on a grand scale, peeling in sheets down to the bad wood. Wood replacement is ultimately still necessary. These repairs can be costly. It is much better to replace damaged wood when it is discovered.
METAL SUBSTRATES Excessive moisture can lead to corrosion of metal surfaces. Rust can typically be removed, primed, and painted, but left unchecked the metal will corrode all the way through and result in costly repairs. Check pool fencing and patio gates often. Look for bottom rails of the pool fence that are touching the grass or those that are partially buried in the
covered up with soil and landscaping, trapped moisture doesn't have any place to go. The high temperatures in summer make the problem worse as trapped moisture wicks upward and can cause paint peeling and stucco deterioration several feet up from ground level. It is important to regularly check and replace damaged stucco screeds, and make sure stucco walls have as little contact with irrigation as possible.
"When wood siding is hit by irrigation day after day, the constant cycles of wet to dry result in repeated expansion and contraction of the wood, which is likewise intensified in the severe heat."
WOOD SUBSTRATES Excessive moisture can lead to warping, severe cracking, and even wood rot. When wood siding is hit by irrigation day after day, the constant cycles of wet to dry result in repeated expansion and contraction of the wood, which is likewise intensified in the severe heat. This constant movement can eventually loosen the coatings on the surface and can even cause rot of the wood itself. Once the wood gets to the level where it is no longer sound, replacement is necessary. Occasionally you’ll see areas where the HOA has paid someone to use a patching compound, like elastomeric patch, to smooth out wood that really needed to be replaced. It may look good for a few months but if CAI-CV.org
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MAINTENANCE
"If the ground is so saturated that there is standing water for some time after your irrigation cycle, or even moss growing (more often than you would imagine in the desert), have your landscaping company make flow or frequency adjustments. Switch to drips if possible." soil and move the grass and soil away from metal surfaces. In communities where pools are located in the middle of a green belt, consider placing gravel 24 inches around the fence posts. This will considerably cut down how much water hits the metal post. The simplest solution to overwatering or misdirected sprinklers is to inspect surfaces regularly and don’t postpone or defer maintenance. When you walk your community, check your planter beds. If the ground is so saturated that there is standing water for some time after your irrigation cycle, or even moss growing (more often than you would imagine in the desert), have your landscaping company make flow or frequency adjustments. Switch to drips if possible. If your grass sprays are constantly hitting your building wall, metal fences or wood, have them adjusted away. If your weep screeds or fence posts are covered or obstructed, have that fixed. The time and expense of doing these simple maintenance tasks will save you thousands in the future. Deferred maintenance with
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Quorum September, 2018
paint can easily lead to major unbudgeted repairs. HOAs with a lot of wood should especially keep strict watch on the condition of these surfaces, as the combination of heat and irrigation water in the desert can cause deterioration in a very short period of time.
TIME TO PAINT When it is time to paint, it is time to paint. Don’t defer just because the paint still looks good. Before you put off
painting, conduct a thorough inspection to ensure there are no exposed surfaces and that the paint that looks good from a distance isn’t beginning to crack or bubble. If you’re not sure about how to set up a painting schedule or when to repair or repaint, contact your local paint manufacturer property services representative. Have them come out and give you an assessment of the substrates. They can walk the project, create a comprehensive inclusion/exclusion specification, set up a job walk, and help make sure the bids you collect are apples-toapples. They can also help with color selection, board meeting presentations, and regular inspection walks during the actual project. These are typically complimentary services offered to associations by the paint manufacturers. So, keep up with your maintenance, mitigate moisture issues by looking for things that don’t look right and act to fix damaged or exposed surfaces. Contact your paint representative with any questions or concerns. And, if at all possible, stick to your repaint schedule to keep your community looking great. Jared Knight is the Area Sales Manager for Vista Paint Corporation in the Coachella Valley. He is Master Painters Institute Certified- ACT, MCS, ACS, PQA. Jared can be reached at (951) 454-2500 or by email at desertpropaintrep@gmail.com.
CAI-CV
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 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 Ronda Henry, SERVPRO of Palm Desert 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 Matt Lawton, CIC, Prendiville Insurance Agency 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 Jay Powell, Ben's Asphalt 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.
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Quorum September, 2018
COMMERCIAL PROPERTY MANAGEMENT & HOA BANKING
Anita Young
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SVP, Director of Specialty Deposits
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We can help you meet your CVWD "Efficient" budget!
REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS
Fernando Fregoso (760) 772-3673
Inc.
fernandof@thevintageco.com Spray Polyurethane Foam Systems Roof Repairs
Tile Systems
Roof System Maintenance
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TURQUOISE IS FOR LOCAL EVENTS
CAI-CV UPCOMING EVENTS
SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG AND FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG
SEPTEMBER
OCTOBER
CAI’s Large-Scale Manager’s Workshop (for managers) WHEN: Wednesday – Saturday, September 12-15, 2018 WHERE: Denver, CO
CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, October 5, 2018 W HERE: CAI-CV Office & Classroom
CAI’s CLAC Fundraising Dinner (for all members) WHEN: Thursday, October 18, 2018 W HERE: Pechanga Resort & Casino, Temecula
CAI-CV Board Basic Training (for homeowner leaders) WHEN: Tuesday, September 11, 2018, 5:30 p.m. WHERE: CAI-CV Office & Classroom
CAI’S Management Company CEO Retreat (for CEOs) WHEN: Thursday – Saturday, October 11-13, 2018 W HERE: Boca Raton, FL
CAI’s California Legal Forum (for all members) WHEN: Friday, October 19, 2018 W HERE: Pechanga Resort & Casino, Temecula
CAI-CV Educational Lunch Program & Mini Trade Show
CAI-CV’s Oktoberfest (for all members) WHEN: Friday, October 12, 2018 W HERE: Sunshine Landscape, Thousand Palms
CAI’s CID Law Course (for managers & homeowner leaders) WHEN: Wednesday, October 24, 2018 W HERE: CAI-CV Office & Classroom
CAI-CV’s Board Basic Training (for homeowner leaders) WHEN: Tuesday, October 16, 2018 W HERE: CAI-CV Office & Classroom
CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, October 26, 2018 W HERE: Palm Valley Country Club, Palm Desert
(for all members)
WHEN: Friday, September 21, 2018, 11:15 Registration WHERE: Palm Valley Country Club, Palm Desert CAI-CV Community Association Manager Career Expo & CAI-CV Open House WHEN: Tuesday, September 25, 2018, 5:30 p.m. WHERE: CAI-CV Office & Classroom
CAI-CV’s Annual Meeting & Election (for all members) WHEN: Wednesday, October 31, 2018 W HERE: CAI-CV Office & Classroom
CAI’s M203 Community Leadership (for managers) WHEN: Thursday – Friday, September 27 - 28, 2018 WHERE: Santa Ana
2018 CORPORATE SPONSORS PLATINUM______
GOLD________
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.
