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FEBRUARY 2019

FEBRUARY 2019

FEATURING 8 Palm Royale Country Club 22 What Every Business Partner Needs to Know About Working with Valley Management Companies 24 HOA Homefront – Your Meetings Are Raucous? YOU Might Be the Problem


MAKING [COMMUNITY]

HAPPEN Secure your community’s future with national resources and local expertise. Associa Desert Resort Management is uniquely positioned to help your community accomplish any goals. Top-tier management, comprehensive maintenance and a customizable menu of additional services ensure your community thrives, and our local, qualified staff are committed to being your trusted advisors every step of the way.

CONTACT US TODAY! 42-635 Melanie Place | Suite 103 Palm Desert, CA 92211 | 760.346.1161

www.drminternet.com

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2019 QUORUM COMMITTEE MEMBERS

CONTENTS CAI-CV

JENNIFER JAMES, ESQ., CHAIR Green Bryant & French, LLP

CAI-CV

RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc.

EDUCATED BUSINESS PARTNER

EDUCATED BUSINESS PARTNER

GEN WANGLER, ESQ., CCAL, BOARD LIAISON Fiore Racobs & Powers, A PLC DIANE CARMONY Coachella Valley Water District SIERRA CARR, CMCA Trilogy La Quinta CAI-CV

EDUCATED BUSINESS PARTNER

DEA FRANCK, ESQ. Epsten Grinnell & Howell, APC BRUCE LATTA, CMCA Parc La Quinta MARNE LOGAN, CCAM The Management Trust Desert Division KUMAR S. RAJA, ESQ. Tinnelly Law Group

CAI-CV

EDUCATED BUSINESS PARTNER

SUSAN BROWNE ROSENBERG Desert Cities Indoor Air, LLC JIM SCHMID The Lakes Country Club

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DAVID SCHUKNECHT, CMCA, AMS Personalized Property Management STEVEN SHUEY, PCAM Personalized Property Management JOSH WIDENMANN MRC Smart Technology Solutions A Xerox Company CREATIVE DIRECTOR & GRAPHIC DESIGNER

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24

FEATURES 8 Palm Royale Country Club

By Marne Logan, CCAM

22 What Every Business Partner Needs to Know About Working with Valley Management Companies

By David Schuknecht, CMCA, AMS, Susan Browne Rosenberg and Dea Franck, Esq.

24 HOA Homefront – Your Meetings Are Raucous? YOU Might Be the Problem

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By Kelly G. Richardson, Esq., CCAL

Quorum February, 2019

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................................. 30

ASPHALT AMS PAVING.................................................... 19 ASPHALT MD'S................................................ 17 BEN'S ASPHALT............................................... 25 DIVERSIFIED ASPHALT...................................... 3 NPG ASPHALT.................................................. 38

ATTORNEYS

20

FIORE RACOBS & POWERS, A PLC.................. 17 GURALNICK GILLILAND & KNIGHTEN.............. 26 GREEN BRYANT & FRENCH, LLP...................... 11

CI

AT

MUTUAL OF OMAHA BANK.............................. 11

EC O CH

AS

O

A

S

BANKING S INSTITU ION T

VALLEY

COMMUNI

LA

TY

EL

2 01

29

CHAPTER NEWS

DEPARTMENTS

7 CAI-CV New & Renewing Members 11 CAI-CV Educated Business Partners 13 Time Honored

6 President’s Message 12 Maintenance

James McCormick, Jr., Esq., CCAL By Sierra Carr, CMCA

29 Welcome Aboard

Josh Thomas and Meg Heusel with Flock Safety By Susan Browne Rosenberg

CONSERVE LANDCARE.................................... 38 PRO LANDSCAPING INC................................... 30 WATER RITE - VINTAGE ASSOCIATES, INC...... 18

MANAGEMENT COMPANIES ASSOCIA DESERT RESORT MANAGEMENT .2, 39

PAINTING FLANDERS PAINTING INC................................ 30

15 By the Way

CARTWRIGHT TERMITE & PEST CONTROL, INC..................... 19 FRAZIER PEST CONTROL, INC......................... 38 POWERFUL PEST MANAGEMENT.................... 26

16 HOA Law

REALTORS

Organic or Conventional? Smarter Shopping, Better Health By CAI National

27 Water Wise

Misclassifying Independent Contractors? It’s Easy as A-B-C! By Karen J. Sloat, Esq. CVWD Conservation Workshops

PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS.................................................. 25

RESERVES ADVANCED RESERVE SOLUTIONS, INC........... 30

ROOFING

28 About CLAC

PEST CONTROL

NPG Asphalt

CHAPTER EVENTS MIMI SPEAKS! Bridging the Communication Gap

LANDSCAPING

14 Platinum Spotlight

40 2019 Corporate Sponsors

PRENDIVILLE INSURANCE AGENCY................ 19

What You Can’t See, Can Hurt You By Liz Williams

20 Lunch Program and Mini Trade Show of 2019

GATES & GARAGE DOORS INSURANCE BROKERS

31

BISSELL DESIGN STUDIOS, INC....................... 39

AUTOMATION PRIDE........................................ 30 8 AW ALA A R DS G

AND MONTE CARLO NIGHT

13

DESIGN

CLAC Buck-A-Door Success By Loni Peterson, PCAM

31 CAI-CV 2018 Awards and Monte Carlo Night 40 Upcoming Chapter Events

ROOF ASSET MANAGEMENT........................... 26 WESTERN PACIFIC ROOFING........................... 38

SECURITY AMS CONNECT................................................ 26

CAI-CV.org

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FROM THE CHAPTER

President’s Message Mike Traidman Mira Vista at Mission Hills HOA

W

e are off to a great start for 2019. Our leadership team consisting of CAI-CV board members, committee chairs and co-chairs met on January 18th to discuss strategic planning for the Chapter with the hope of developing a new ambitious five-year plan. Our thanks to Paul Grucza, PCAM, from CWD Group in Seattle for coming down to facilitate the session. The CAI-CV board will be working with Paul over the next few months to finalize the plan. The Chapter has changed significantly in the past four years. Our new plan will use recent accomplishments such as the new classroom, new educational opportunities and new programs with the city and local career centers as the foundation for the Chapter’s future. We will keep members posted as we progress. If you have ideas for CAI-CV’s future, please send us a note. We welcome your input in this process. Our successes are the direct result of the hard work of the Chapter’s volunteers. On January 25th, CAI-CV honored the 2018 volunteers at the annual awards & Monte Carlo Night. The Mad Hatter Ball was an outstanding success. More than 220 attended the awards ceremony and enjoyed gaming at the faux casino. The highlight of the evening was the Awards Committee’s impressive decorations. Trish Forte, CMCA, AMS, from Albert Management, created amazing centerpieces that included 22 unique themes. Every table had an appropriately themed hat in the center and included hats for all the participants. Trish, we cannot thank you enough for your time and effort on behalf of CAI-CV. The 2018 volunteers also received a beautiful award designed by Rodney Bissell for their service to the Chapter. A list of the Above & Beyond Award recipients as well as the Chapter Awards are listed on pages 31-33. Thanks again to the Awards Committee for their efforts to honor our volunteers. We have a date change for our February Educational Lunch Program & Mini Trade Show. The program has been moved from Friday, February 8th to Friday, February 15th to accommodate another event at Palm Valley. The focus on this program is the impact of mandatory wage increases and labor shortages will have on association budgets. You won’t want to miss our esteemed panel of experts as they advise associations on what to expect over the next few years. For community board members, we will have a two-hour program scheduled for Friday, February 22nd, with an in-depth discussion about fiduciary duties and new California laws. For managers, we are offering CAI’s M-202 at the CAI-CV office on Thursday and Friday, February 28 and March 1st. Also, on March 1st, we will hold our first Assistant Manager on the Run program from 8:30 a.m. to 9:30 a.m. at the CAI-CV office. This new program was developed to help assistant managers increase their education and capabilities. Our March 8th Educational Lunch Program & Mini Trade show will be an Ask the Attorney format where you are invited to try to stump our esteemed panel of HOA attorneys with your questions. On March 21st and 22nd, we will be offering CAI’s M-205 on Risk Management in the CAI-CV classroom. Our annual Corks for CLAC wine tasting will be held again at Shields Date Garden on Friday, March 29th. There will be a community board member workshop (BMW) prior to the event. You can expect another outstanding silent auction and this year, and if you are looking for a great vacation, the committee will auction off a 7-day trip to Tuscany. You can register for any of these events online or with the new CAI-CV app. February is high season in the desert and most of you are very busy at work. I encourage you to take a break for some excellent CAI education and to participate in our social events. Together we are building community within our organization, so we are all better able to build thriving communities in the Coachella Valley. Thanks to your hard work, the Coachella Valley continues to be a place people like to call home. Thank you to all our members for their service to the Valley.

Mike Traidman Mike Traidman

Mira Vista at Mission Hills HOA

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Quorum February, 2019


CAI-CV NEW & RENEWING MEMBERS

2019 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

LAW OFFICE OF KAREN J. SLOAT, APC

Julie Frazier (760) 328-6115 julie@frazierpestcontrol.com

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

NFP CAI-CV

EDUCATED BUSINESS PARTNER

MARGARET "GEN" WANGLER, ESQ., CCAL PAST-PRESIDENT Fiore Racobs & Powers, A PLC JOLEN ZEROSKI, CMCA TREASURER Union Bank

CAI-CV

Robin Knight (714) 617-2447 robin.knight@nfp.com

TINNELLY LAW GROUP Ramona Acosta (949) 588-0866 ext. 1012 ramona@tinnellylaw.com

SWEDELSON GOTTLIEB Sandra Gottlieb (310) 207-2207 ext. 202 slg@sghoalaw.com

RENEWING MANAGER MEMBERSHIPS

EDUCATED BUSINESS PARTNER

DEA FRANCK, ESQ. SECRETARY Epsten Grinnell & Howell, APC

CAI-CV

EDUCATED BUSINESS PARTNER

RENEWING BUSINESS PARTNERS

ALBERT MANAGEMENT INC.

ANIMAL PEST MANAGEMENT SERVICES, INC.

Lydia Martinez (760) 851-5506 lydiamarie@live.com

Dan Fox (909) 591-9551 dfox@animalpest.com

CARDINAL AMBROSE, CMCA, AMS, PCAM DIRECTOR The Vintage Group MICHA BALLESTEROS DIRECTOR Flood Response

FRAZIER PEST CONTROL, INC.

Karen Sloat (760) 899-7117 karen@karensloatlaw.com

MIKE TRAIDMAN PRESIDENT Mira Vista at Mission Hills HOA MATT LAWTON, CIC, CIRMS PRESIDENT-ELECT Prendiville Insurance Agency

NEW BUSINESS PARTNERS

BEN'S ASPHALT, INC. CAI-CV

EDUCATED BUSINESS PARTNER

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management GERARD GONZALES DIRECTOR Albert Management, Inc. STEVEN SHUEY, PCAM DIRECTOR Personalized Property Management 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

Teri Braden (714) 231-0100 teri@bensasphalt.com

Fabiana Alexandra Spinelli (760) 774-4499 fabianaspinelli70@gmail.com

ASSOCIA DESERT RESORT MANAGEMENT Stephanie Swenstad (760) 902-2799 sswenstad@drminternet.com

ELDORADO COUNTRY CLUB Pamela T. Jaymes (760) 423-1503 Pamela@eldoradocc.org

THE MANAGEMENT TRUST, DESERT DIVISION Shawnna H. Carr (760) 776-5100 ext. 6303 shawnna.carr@managementtrust.com

RENEWING VOLUNTEER LEADERS POLO CLUB MAINTENANCE ASSOCIATION Andy Fraser John Hardell Marlaine Hubbard Jason Hughes Drew Owens

ALDERWOOD RESORT MANAGEMENT James Scott Crawford (909) 866-6531 ext. 405 scrawford@lagonitalodge.com

JOIN THE

QUORUM COMMITTEE

admin@cai-cv.org | (760) 341-0559

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.

CA LIC. #907600 AZ LIC. #286198

www.brsroofing.com CAI-CV.org

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7


FEATURE

Palm Royale Country Club By Marne Logan, CCAM

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Quorum February, 2019


FEATURE

P

alm Royale Country Club is situated on 27 beautifully landscaped acres in La Quinta. The gated main entrance is directly across the street from the Indian Wells Tennis Garden off Fred Waring Drive at the southeast corner of Fred Waring and Washington. As you enter the community, you feel like you have been transported into an enchanting and relaxing country club environment. There is abundant space for the 354 Spanish inspired condominiums. Palm Royale offers one and two-bedroom floorplans ranging from 725 to 900 square feet. The homes are arranged in six scenic enclaves overlooking a challenging 18-hole par three public golf course designed by renowned golf architect Ted Robinson. There is a spectacular clubhouse and golf pro shop. The community also has six tropical style pools and spas, a fitness center and four lighted regulation tennis courts. One of the tennis courts can also be turned into a pickleball court. Palm Royale Country Club was completed in 1986 and is fully built out. Home prices range from $160,000 to $275,000 for first floor and second floor models. Assessments are $375.00 per month and include a Spectrum cable package and access to all the amenities. Palm Royale is conveniently close to Old Town La Quinta, the La Quinta Activities Center and PGA West. The location is also perfect for tennis buffs attending events at the Tennis Gardens. The community’s bulletin board keeps residents and guests aware of events on the property as well as events in La Quinta and surrounding cities. Their online activities calendar is a quick reference tool that combines the master schedules of golf, social events and holidays, making it easy for residents to get involved. Their website at www. palmroyalecc.com offers links to many Valley activities and even offers links for day trips beyond the Coachella Valley including Riley’s Farm, Highland Springs and Pioneertown. Their website

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9


FEATURE is mobile friendly so residents can stay in touch with community news and events via their smartphone, laptop, tablet or PC. Part-time owners may offer their units for rent (30-day minimum) to tourists looking to spend time near the Valley’s major shopping venues and excellent restaurants. The location is perfect for visitors. The five-member Board is clearly forward thinking and has several projects underway to keep their community updated. For the past three years, they have been working to reduce their water footprint by converting nearly four acres to desert-scape bringing significant savings to Palm Royale. They have had success keeping their golf course pristine and ready for the players. The course is described as the “ultimate walking short course” in the Valley. In recent years, the board has renovated four out of the six pools and is currently working on the renovation of the fifth. These projects are managed with the help of four standing committees including Architectural,

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Quorum February, 2019

Landscape, Social and Finance. Palm Royale is a member of CAI-CV and is managed by CAI-CV member Associa Desert Resort Management. Providing services to Palm Royale are CAI-CV business partner members PWLC II, BRS Roofing, Frazier Pest Control, and Asphalt MD’s. To learn more about Palm Royale Country Club, you are welcome to contact their community association manager, Nancy Parkinson, CMCA, AMS, at 760-346-1161, or by emailing her at nparkinson@drminternet.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 at marne. logan@managementtrust.com. Email Admin@cai-cv.org if you want your community featured in Quorum.


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 Will Cartwright, Cartwright Termite & Pest Control, Inc. Rick Cech, Roof Asset Management 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. Elaine Gower, Naumann Law Firm, PC 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., Green Bryant & French, LLP 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, Sherwin-Williams 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. Kymberli Taylor-Burke, NPG Asphalt Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, Union Bank Homeowners Association Services

Become an Educated Business Partner

A FULL SERVICE LAW FIRM

Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement Opinion Letters Contract Drafting and Negotiation Civil Litigation Assessment Recovery 75100 Mediterranean Palm Desert CA 92211

We are pleased to announce Jennifer James joining our law firm as of counsel.

760.565.5889 www.gbflawyers.com

Call the CAI-CV office or go to www.cai-cv.org for more information. CAI-CV.org

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11


MAINTENANCE

What You Can’t See, Can Hurt You By Liz Williams

T

he asphalt in a homeowners association is something often overlooked or ignored until it’s too late. The streets are almost always the largest asset and almost always the most expensive to replace. However, the streets are your welcome mat and their condition makes a statement. Asphalt is a strong durable product that can last 25 to 30 years if properly maintained. There are many natural elements that will shorten the life of your asphalt. • Improper irrigation or ponding water. Water washes away the oils that hold together the components that are combined to make asphalt. When water penetrates the asphalt, the base material gets wet and tends to shift and break up.

California's San Andreas Fault

• The temperatures in the desert have such drastic swings between hot and cold, asphalt does not have elasticity and cannot expand and contract to that extreme. As concrete has expansion joints to allow for those shifts, asphalt does not and forms its own “expansion joint” by cracking. • California’s San Andreas Fault runs directly through the Coachella Valley. When the earth moves, the asphalt moves with it. Again, creating its own breaking point. Just by virtue of where we live, we face challenges that other regions of the state do not. It is important to mention that most reserve studies calculate the life span of the asphalt to be 20 to 30 years and

12

Quorum February, 2019

they are based on the assumption that proper maintenance will be completed until that time. The importance of proper maintenance cannot be stressed enough. The Asphalt Institute recognizes the application of a seal coat as the best form of preventative maintenance. By applying one to two coats of seal, depending on the condition of the asphalt, every few years will help prolong the life of your

SEAL PUTS THE OILS AND THE FINE AGGREGATES BACK INTO THE DRY ERODED ASPHALT AND RESTORES AND REJUVENATES IT INTO A SMOOTH, DEEP BLACK FINISH.


Time Honored

pavement for many, many years. Seal puts the oils and the fine aggregates back into the dry eroded asphalt and restores and rejuvenates it into a smooth, deep black finish. When asphalt does fail, many types of repairs can be done. You can skin patch minor damage, remove and replace certain areas and even install an asphalt overlay before you have to make the decision to completely remove and replace the asphalt in your community. HOAs have begun to use phasing plans to establish an annual budget to allow for a gradual replacement of the existing streets and parking lots.

When working with a contractor there are questions to ask: • How many years have they been in business? • Do they specialize in the type of work being specified? • Are they properly licensed to do the work? • Do they have experience working in the Coachella Valley? • Can they provide you with local references, so you and the board can look at completed projects? • Do they have Worker’s Compensation and General Liability insurance? You can also check out any California contractor by logging in to the California State License Board (CSLB) website. The selection of the paving company to use is one of the most vital decisions that you will make. Liz Williams is the Vice President of AMS Paving; she works with her Husband, Bill Hawkins, who founded the company in 1981. Liz has been an active member of CAI for over 25 years having a multi-chapter membership. Liz completed the Business Partner Essentials course in 2017 and is proud to be an Educated Business Partner. She can be reached at (760) 327-0800 or by email at liz@amspaving.com.

James McCormick, Jr., Esq. CCAL By Sierra Carr, CMCA James R. McCormick, Jr., Esq., CCAL has been advising community associations throughout the Coachella Valley for 23 years. James obtained his undergraduate degree from UCLA and his Juris Doctor degree from the University of San Diego School of Law. James is a partner with Delphi Law Group, LLP, a fullservice law firm that focuses its practice on community association law. James joined CAI about the same time that he started practicing law in order to connect with other people in the HOA industry. Since joining, James has served on CAI’s Legislative Action Committee (CLAC), the CAI Legislative Support Committee (LSC) for CAI San Diego and Coachella Valley, the Public Relations Committee for CAI Coachella Valley and Orange County, and on CAI San Diego’s Publications Committee. Over the years, James has had many accomplishments that he considers to be significant for his career. In 2015 James was admitted as one of only 160 fellows nationwide in CAI’s prestigious College of Community Association Lawyers (CCAL). Another professional achievement is serving as an adjunct professor at the University of San Diego School of Law. James finds teaching soon-to-be lawyers extremely rewarding. James also enjoys the daily challenges of helping his clients obtain excellent results despite the often overwhelming odds. If James weren’t an HOA attorney, he would have likely been a race car driver. His bald tires are a testament to his passion for driving. Fortunately James does not regret his career choice for a moment. James and his wife of 23 years, Tricia, have three amazing children. In his somewhat limited free time, James enjoys spending time with his family, reading, traveling, and photography. Since he continues reading new books all the time, he doesn’t have a favorite book; however, his favorite genres include sci-fi, action thrillers, and books that really make him think. In fact, one of his favorite memories is reading mountains of books during summer breaks from school. One dream he has yet to achieve is to make the public realize that there are benefits to living in an HOA and that not every HOA is crazy! 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.

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13


CAI-CV 2019 PLATINUM SPONSOR SPOTLIGHT

Jeff and Sharon Nelson are the second generation of Nelsons running NPG Asphalt, which was founded by Jewell Nelson in 1961. NPG Asphalt serves communities throughout Southern California. The company holds Class-A General Engineering, Class-B General Building and C-12 Grading and Paving contractors licenses. Combining professional expertise and 55 years of experience, NPG Asphalt is ready to deliver exemplary service to associations throughout the Coachella Valley. NPG Asphalt is fully insured and will meet any community’s fiduciary requirements. NPG Asphalt specializes in servicing community associations. Our professional staff understand the needs of community boards, managers and, of course, association homeowners. We take care of all the necessary communications with homeowners including posting of construction work times, hand-delivering door knockers to all residents and offering shuttle service during construction. Our mission is to provide the best service in the industry by using modern equipment, quality products, state-ofthe-art techniques and time-tested solutions developed over 55 years of business experience. NPG Asphalt is the best option to meet your association's paving needs. • Slurry seal coat and crack filling • Concrete and ADA services • Signage and striping

• Masonry walls • New construction and maintenance

• Asphalt removal and replacement • Fabric overlays • Grinding and pulverizing

NPG Asphalt is proud to be a Platinum Level Corporate Sponsor of CAI-CV. We are also actively involved in CAI chapters in the Inland Empire, Orange County and Los Angeles. Our director of marketing, Kym Taylor-Burke, is a Educated Business Partner that has served as co-chair of CAI-CV’s Awards Committee and is the former chair of the award-winning Quorum Magazine Committee. Kym also served as co-chair of CAI-CV’s Membership Committee. NPG Asphalt supports CAI to help provide education to the common interest development (CID) industry. CAI provides valuable resources to our communities. Kym can be reached at (760) 822-3258 or by email at kymberliburke@npgasphalt.com. Sharon Nelson is the chief financial officer of NPG Asphalt and is available to meet with current or potential customers at their convenience. Sharon can be reached at (951) 940-0200 or snelson@npgasphalt.com. Come join us for a facility tour and learn how NPG Asphalt became a leader in the paving industry. NPG has developed a 1-Continuing Education Unit (CEU) Lunch & Learn and a 2-CEU Plant Tour, both accredited by CAMICB for CAI continuing education for managers. Remember to call NPG Asphalt for a tour, Lunch & Learn, or your next paving project.

Thank you to NPG Asphalt for their generous support of CAI-CV! 14

Quorum February, 2019


BY THE WAY FROM CAI NATIONAL

Organic or Conventional? Smarter Shopping, Better Health Until recently, organic produce was found mainly in home gardens, quaint farmers’ markets and specialty health food stores. Over the past few years, however, the heightened eco-consciousness of the green movement and health concerns about chemicals used in conventional farming have led to consumer demand for fruits and vegetables grown without synthetic pesticides, artificial fertilizers, irradiation or biotechnology, making organic the fastest growing sector in the food marketplace. In addition, research is beginning to support the contention that chemicals used in conventional farming can have a negative impact on health. The 2008-2009 annual report from the President’s Cancer Panel, “Reducing Environmental Cancer Risk: What We Can Do Now,” published in April 2010, encourages consumers to choose organically grown food to help decrease their exposure to environmental toxins, stating in their recommendations, “Give preference to food grown without pesticides, chemical fertilizers and growth hormones.” Despite being more widely available, the cost of organic produce can be as much as forty percent higher than conventionally grown crops, placing it out of reach for many consumers. The good news is that choosing organic foods to improve your health doesn’t have to be an all-or-nothing proposition. The Environmental Working Group

(EWG) publishes an annual Shoppers Guide to Pesticides based on lab tests conducted by the USDA Pesticide Data Program. According to the EWG, you can lower your pesticide consumption by nearly eighty percent by avoiding the twelve most contaminated conventionally grown fruits and vegetables and instead eating the least contaminated produce. When you eat fresh produce from the “Clean 15” (the least contaminated fruits and vegetables), you’ll be exposed to fewer than two pesticides per day, compared to as many as sixty-seven pesticides per serving found in the “Dirty Dozen.”

The” Dirty Dozen” (always buy organic) • Celery (most contaminated) • Peaches • Strawberries • Apple • Blueberries • Nectarines • Bell peppers • Spinach • Kale • Cherries • Potatoes • Grapes (imported)

The “Clean 15” • Onions (least contaminated) • Avocados • Sweet corn • Honeydew melons • Pineapples • Mangos • Sweet peas • Asparagus • Kiwis • Eggplants • Cantaloupes • Watermelons • Grapefruits • Cabbages • Sweet potatoes

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15


HOA LAW

Misclassifying Independent Contractors? It’s Easy as A-B-C! By Karen J. Sloat, Esq.

A

ssociations are truly amazing entities. They are charged with representing a very diverse group of persons with different ideas about what should occur, they must be fair and non-arbitrary to all and make excellent management decisions to protect the reserve account, and they often do not have the funds to run to an attorney for an opinion about what must occur to follow the everchanging state laws. Board members and other volunteers who make decisions for associations often have the best intentions but could put the entire association and membership at risk with a “nice” gesture. Let’s imagine the small association with a volunteer board and, for example, a malfunctioning community pool pump. A board member says, “I’ll call my friend Joe to come fix it today. He does pool work and he and his people need some work.” With a simple call, a visit by Joe, and a check written from the general account to “Joe’s Pool Service,” a repair occurs. However, then Joe says he was injured bending over the pool, and his attorney contacts the association about filing a workers' compensation claim. Or Sue, who had to work over eight hours with Joe on the repairs that fateful day decided to file a claim for overtime wages with the Labor Commissioner. Next, the Employment Development Department (EDD) contacts the association to say that Joe, who has no separate business entity, no contractor’s license, and no workers' compensation policy, fired Sue. Sue then filed an unemployment benefits claim with the EDD, naming the association as her employer, so the EDD contacts you to

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Quorum February, 2019

provide the association’s EDD number so Sue can tap into the association’s unemployment benefits fund. What? Joe was a “contractor” who was responsible for Sue – or was he? How about the small association with a community association manager on-site named Mary, who has rented a unit for many years. She answers

governmental agencies have had different standards to determine which workers are employees and which are independent contractors, for purposes of workers' compensation benefits, payroll tax, employer contributions, wages, penalties or even fines for “misclassifying” an employee as an independent contractor. In many cases, we attorneys were able to negotiate with these agencies and reduce the impact of an association or other employer’s innocent misclassification. However, the April 2018 decision in Dynamex Operations West, Inc. v. Superior Court of Los Angeles (2018) 4 Cal. 5th 903, redefined the phrase “independent contractor” for purposes of certain wage and hour laws in a way that should attract the immediate attention of every owners association.

CASE FACTS

calls or texts day and night as the owners come up with requests or emergencies and gets only a reduction in rent or a flat fee by check each week as compensation. When Mary files a claim for three years of back wages with the Labor Commissioner or worse, gets an attorney to pursue her rights as an employee, will she succeed? The association was just being kind to let her stay in the unit for less rent while waiting for a few on-site calls! For a number of years, federal and state

In 2004, Dynamex Operations West, Inc., a nationwide courier and delivery service based in Dallas, Texas, converted all its drivers from employees to independent contractors. The next year, “contractor” Charles Lee filed a class action against Dynamex for misclassifying him and the other drivers. Because the drivers performed essentially the same tasks in the same manner after they were converted from employees to independent contractors, the court


decided that they were indeed misclassified as independent contractors. Dynamex later appealed to the California Supreme Court in Dynamex Operations West, Inc. v. Superior Court of Los Angeles (2018) 4 Cal. 5th 903.

INDEPENDENT CONTRACTOR “ABC” TEST In response to Dynamex’s appeal, the California Supreme Court adopted a three-factor “ABC” test to determine whether an individual is an independent contractor or an employee: A. The contractor must be free from the control and direction of the hiring entity in connection with the performance of the work, both under the contract for the work and in fact;

B. The contractor must perform work that is outside the course of the hiring entity’s business; and

C. The contractor is customarily engaged in an independently established trade, occupation, or business of the same nature as the work performed for the hiring entity. If the hiring entity fails to prove any one of these three factors, the law dictates that person is an employee, even if that person desires to be an independent contractor. Misclassifying an employee as a contractor can expose the person or association “hiring” the worker to significant employer liability to the misclassified employee, for unpaid minimum and overtime wages, failure to authorize and provide meal and rest periods and/or to pay meal and rest period premiums, wage statement penalties, and other damages or penalties. The employee or the state may bring an action to enforce applicable laws. In addition to its liability to the misclassified employee, an association may also be liable to state and federal agencies for failing to pay proper payroll tax and other employer obligations or failing

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HOA LAW to maintain worker’s compensation coverage required for all employees. Misclassification may also require the employer to pay a fine as high as $25,000 for willful, repeated misclassifications.

HOW DOES THIS APPLY TO MY HOA? Associations need to reevaluate how Joe, Sue and Mary are classified and guard against future decisions to “hire” anyone who seems like an independent contractor. Most associations do not have a human resources director or someone else to keep track of labor and employment laws, which affect every employer but, as we all know, ignorance of the law is no excuse. If your association currently pays any individual, vendor, manager, clerical worker or other supplier of services by check or cash, the association must investigate whether the payee meets the ABC test of Dynamex. Does the association control or direct any of that person’s work? Is the worker performing job duties that are key to the association’s operations – for example, as a community association manager, as the sole handyperson or maintenance worker, or as someone responsible for other necessary association functions? Does the contractor have a different, separate business with the purpose of performing those tasks for which the association has retained them – with other clients, a separate insurance policy, workers' compensation coverage for all of its employees, a separate business entity and/or business licensing, and an independent contractor agreement, etc.? If not, either hire the person as an employee immediately to stave off penalties and other risks of unlawful conduct, or consult an attorney to determine whether that worker can be a true independent contractor with the correct paperwork. If neither works for your association, find another provider for those services as soon as possible who can meet the ABC test. At the next CAI lunch meeting on February 15, 2019, the Coachella Valley panel will explore the Dynamex standards for contractors and its many "AT THE NEXT ramifications. Giving workers CAI LUNCH employee status necessarily MEETING ON increases the association’s FEBRUARY 15, 2019, expenses, reporting obliTHE COACHELLA gations and responsibilVALLEY PANEL WILL ity to supervise those EXPLORE THE DYNAMEX workers in compliance STANDARDS FOR with all labor laws. CONTRACTORS AND ITS Employees can file complaints for any MANY RAMIFICATIONS." 18

Quorum February, 2019

violations of labor laws and, if filed with government agencies, those complaints can trigger audits of association books for three years retroactively. Subcontractors who do work for associations who have had workers that they paid with cash or as casual “contractors” on “the side” for many years will now need to employ their workers, incur more expense, and then pass the additional costs on to the associations they serve. More costs for associations trigger more member dues and other potential results we will examine in detail at the luncheon. However, there is hope! With knowledge comes power. When associations are educated and warned about the risks of misclassification and can access valuable information about the remedies and solutions for labor law violations, their boards and managers can be proactive about protecting member assets – and managing for the future as easy as ABC. Karen J. Sloat is the founding attorney of the Law Office of Karen J. Sloat, APC which specializes in California Labor & Employment law. For more information and free resources, please visit www.karenslaotlaw.com/.

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CHAPTER EVENTS

MIMI SPEAKS!

Bridging the Communication Gap Educational Lunch Program & Mini Trade Show | Friday, January 11, 2019

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Quorum February, 2019


CHAPTER EVENTS

MIMI DONALDSON Mimi presented enlightening and hilarious insights on the differences in communication styles among association members, boards, managers and business partners.

THANKS TO OUR SPONSORS MEMBERSHIP SPONSOR Prendiville Insurance Agency

PROGRAM BOOTH SPONSORS AMS Paving, Inc. A-Rising Builders BEHR Paints Ben's Asphalt BRS Roofing C.L. Sigler & Associates, Inc. Conserve LandCare Epsten Grinnell & Howell, APC First Foundation Bank Flanders Painting Flock Safety Horizon Lighting Inc. NPG Asphalt O'Connell Landscape Maintenance Painting Unlimited PatioShoppers Commercial Furnishings Prendiville Insurance Agency PWLC II, Inc. Roof Asset Management Roseman Law Seacoast Commerce Bank Sherwin-Williams Paint Company Shetler Security Services Three Phase Electric Tinnelly Law Group Vintage Associates

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FEATURE

What Every Business Partner Needs to Know About Working With Valley Management Companies By Dea Franck, Esq., Epsten Grinnell & Howell, APC , Susan Browne Rosenberg, CIH, CHMM, Desert Cities Indoor Air, LLC and David Schuknecht, CMCA, AMS, Personalized Property Management MANAGEMENT COMPANIES (in alphabetical order)

How do potential business partners gain access to your company’s managers and associations? In other words, who is your “go to” person? How do they prefer to be contacted?

Do you allow lunch/ breakfast & learns?

Do you allow businesses to cold call your company?

Do you have a preferred vendor program?

Do you have minimum requirements for vendors, e.g. professional certifications, licenses, insurance, etc.?

Albert Management, Inc. P.O. Box 12920 Palm Desert, CA 92255 760-346-9000 fax 760-346-9997 www.albertmgt.com

Primary Contact: Gerard Gonzales gerard.gonzales@albertmgt.com Business partners gain access to our company by filling out our online vendor packet and by networking with us through industry-related organizations like CAI.

Yes; but it is important that there is an educational component for our managers. We also prefer Breakfast & Learns.

Cold calls are not effective. The best approach is to fill out a vendor packet online and reach out to the vendor point of contact.

No.

Yes.

Associa Desert Resort Management 42635 Melanie Place, Suite 103 Palm Desert, CA 92211 760-346-1162 fax 760-346-9918 www.drminternet.com

Primary Contacts: Paula Tapia Director of Business Development ptapia@drminternet.com Rhonda Drews, PCAM Senior Vice President, Operations rdrews@drminternet.com

Yes; they must be scheduled with Director of Business Development.

We prefer scheduled meetings with Director of Business Development.

No; but vendors must pass a third-party compliance process and there is a fee.

Yes.

FirstService Residential 43100 Cook Street, Suite 103 Palm Desert, CA 92211 760-834-2496 fax 760-834-2495 www.fsresidential.com

Primary Contacts: Yes; we welcome the opportunity.

Yes; but we prefer arranged meetings.

No.

Yes; all vendors must have the proper licensing and insurance.

Yes; schedule ahead and include education.

Prefers scheduled meetings.

No.

Yes.

Yes.

We prefer that vendors schedule appointments before stopping by our office.

No; we do not have a preferred vendor program as all vendors should have We use vendors that have been vetted prior to bidding. an equal opportunity once they are vetted.

We prefer meetings with individual managers.

No; we request that business partners make an appointment.

Yes. It is operated by Desert Locals Choice with a performance guarantee. Fee charged for an ad.

Yes. Business partners must also be qualified through our vendor program.

Lisa Glogow Director of Community Management lglogow@powerstonepm.com

Yes.

Prefer scheduled appointments.

No; business partners must complete third party compliance program.

Yes; third party vendor compliance program.

Primary Contact:

Yes; they should be scheduled with the Division’s Executive Assistant.

Yes.

Yes. There is also a fee.

Yes.

When time allows.

We don’t prevent it.

No.

Required licenses based on field of work, proper insurance including workers comp, GL.

Yes; lunch & learns.

No.

No.

Yes.

J & W Management Company P. O. Box 1398 Palm Desert, CA 92261 760-568-0349

Millennium Community Management 75145 St. Charles Place, Suite 3 Palm Desert, CA 92211 760-834-8948 www.mcmiskey.com Personalized Property Management 68950 Adelina Road Cathedral City, CA 92234 760-325-9500 fax 760-325-9300 www.ppminternet.com Powerstone Property Management 41995 Boardwalk, Suite K Palm Desert, CA 92211 760-797-7797 fax 760-406-9702 www.powerstonepm.com The Management Trust, Desert Division 39755 Berkey Drive, Suite A Palm Desert, CA 92211 760-862-6331 fax 760-776-5111 www.managementtrust.com Vintage Group 30212 Tomas, Suite 355 Rancho Santa Margarita, CA 92688 949-667-9805 fax 800-996-3051 www.vintagegroupre.com Whitestar Management 71687 Highway 111, Suite 102 Rancho Mirage, CA 92270 760-773-0123 fax 760-773-5432 www.whitestarmgmt.com

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Quorum February, 2019

Karen Tillotson Regional Manager Karen.tillotson@fsresidential.com Hallie Kirkingburg Business Development Manager Hallie.kirkingburg@fsresidential.com

Primary Contact: Jim McPherson jandwmgmt@aol.com

Primary Contact: Nancy Stegehuis nancy@mcmiskey.com

Primary Contact: Steven Shuey, PCAM sshuey@ppminternet.com

Primary Contact:

Kari Martin, CCAM Kari.Martin@managementtrust.com

Primary Contact: Arielle Marion arielle@vintagegroupre.com

Primary Contact: Patrick Belous, CMCA patrick@whitestarmgmt.com


FEATURE

B

usiness partners often ask how best to work with CAI-CV management company members. The Quorum Committee reached out to all of the CAI-CV management company members and asked some questions that every business partner would love to ask. Our sincere thanks to the management company members who agreed to participate and share their insights. We encourage our business partners to use this information professionally and to always keep in mind that all business is based on relationships. The information contained in this article is a wonderful way to begin the process of building those relationships.

Who makes the final decisions When going out to bid, do you only What is your company’s review about vendors recommended include vendors you have a relationship process for RFPs to ensure information to an association board? A with or those vendors that have been from various vendors’ proposals can management company executive? vetted by your company in some way? be looked at “apples to apples”? The association’s manager?

Do you require references?

Do you encourage your associations to go out for bids even if they have a solid relationship with a vendor?

What are your rules regarding managers accepting gifts from vendors?

Do you use the CAI-CV Directory to find vendors?

Yes.

Yes.

We adhere to industry specific guidelines and company policy.

Yes.

Yes.

The vendor may have a relationship with us or the HOA board, but all vendors must be vetted with the minimum requirements.

The review process is managed by the HOA manager and in some cases senior executive team members to ensure proposals are thorough and consistent.

The HOA manager and the HOA board of directors.

Yes; but only those that pass the compliance process.

Yes; our managers often put together a side-by-side spreadsheet.

Our managers and their HOA boards.

Yes.

Yes.

We follow CAI’s Ethics and Professional Duty Guidelines; however, gifts are discouraged unless it’s something that all of our staff can enjoy such as food.

We look to hire the most qualified vendors for the needs of our clients. Before being hired, all vendors must pass the requirements established by FirstService Residential.

Community and district managers review any RFPs prior to them being distributed to vendors.

The association’s manager.

Yes.

It depends on the level of satisfaction the board has with a vendor and the willingness of the board to seek new proposals.

Our policy allows for nominal gifts, i.e. the value of the gift cannot exceed $200.

Yes.

Yes.

Yes.

Board with recommendation from manager.

Yes.

Decided by manager and board.

Yes.

Yes.

While, we typically use vendors we have a relationship with and/or have been vetted by our company, we do use vendors we do not have a relationship with if they have been referred to us by others or come with a new client that was previously vetted by the board.

If the job is significant then RFPs are written by a professional in that field of work.

Typically the manager and/or a board member.

Yes.

Yes, if the job is over $1,000.

We follow industry guidelines.

Yes; it can be very helpful when looking for vendors specific to our industry and area.

Yes; most of the time.

Yes; the manager leads the review process.

The manager and the board with PPM executive oversight.

Yes.

Not for monthly service providers because PPM values long term relationships.

No gifts unless approved by PPM management.

Yes; PPM prefers to use local vendors when possible.

Vendors that have successfully completed third party compliance program are welcome to provide proposals.

Managers prepare job scope analysis to ensure “apples to apples” comparison.

Board of directors.

Yes.

Yes.

No gifts.

Yes.

Yes.

It depends on the individual association’s requirements.

We use CACM guidelines. No cash gratuities and nothing valued at more than $300 aggregate per year.

Yes.

Yes.

Yes; the review process is managed by Our boards with recommendations the HOA manager. from our managers.

We include both.

Create a proper spread.

The manager.

Yes.

Yes.

No compensation and nothing of value over $50.

Absolutely.

Yes, unless specifically requested by the board which would require vetting of the new vendor.

HOA managers review and consult with Industry specialists, if needed, to ensure the RFP is complete to solicit proper bids.

Manager and board.

Yes.

Depends on size of project – vendors must be vetted first.

No gifts.

Yes.

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FEATURE

HOA Homefront – Your Meetings Are Raucous? YOU Might Be the Problem

By Kelly G. Richardson, Esq., CCAL

B

oard meetings should be efficient should never grandstand to the audi- audience. All directors should help in and business-like events, but can ence and should confine their remarks reminding their board colleagues when unfortunately often be tumultuous and to their board colleagues. the group goes off the topical rails – it’s disorganized. Ineffective meetings frusNo rules. Very few associations have not only the chair’s job. trate directors, managers, and even the meeting conduct rules. Such rules can Interfering with an open forum. audience. The directors set the tone for prohibit certain intolerable behaviors, The open forum is a critically important the meeting, and there are ways in which such as shouting, physical intimida- event because it is the one time in the the HOA board can contribute to (or tion, and profanity or hate speech. All meeting when association members prevent) a chaotic meeting environment. members should be able to feel safe as speak and the board just listens. Room configuration. How is the they attend meetings. Should anyone Directors should not interject or respond board seated? If the directors are all disrupt the meeting, rules would during open forum remarks. If the direcseated in a line facing the audience, a empower the board to impose disci- tors interrupt a member’s open forum subtle message is conremarks, it adds a conveyed: The board is versational element into "SHOULD ANYONE DISRUPT THE MEETING, talking to the audience. the meeting – but this It is not surprising that is not a conversation, RULES WOULD EMPOWER THE BOARD TO in such a seating conit is a board meeting. IMPOSE DISCIPLINE." figuration the audience Furthermore, if direcbelieves it is their right tors are unable to quietly to talk to the board in return. If the board pline. Meeting rules can also contain listen to open forum remarks, why is it sits more in a semi-circle, the directors open forum guidelines, disciplinary fair to demand that the audience quietly can face each other, while the audience hearing procedures, and other helpful listen to the board deliberations? is able to listen to the board deliberate. information explaining the various Board decorum deficit. Good Talking to the audience. Some meeting procedures. meeting behavior begins with a respectdirectors cannot resist “playing to the Undisciplined deliberation. A dis- ful and calm chair and a mature group crowd” and speaking to the audience. ciplined board stays on the agenda item of directors. If the board is disorderly, it This completely disrespects the other at hand and avoids straying into other is unreasonable to expect the audience directors, and also can lead to a raucous side issues. Rambling board delibera- to be otherwise. response from the audience. Directors tions will frustrate both directors and

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Quorum February, 2019


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Letting it happen. A loudmouth bully only takes over meetings when nobody stops them. A common response to meeting disruption is to adjourn, but that means the bully won. Instead, take a short recess, allowing the disruptor to choose between calming or leaving. Disrespectful disagreements. One sad hallmark of our present culture is the unwillingness to express disagreement respectfully. We shake our heads at some of the antics and venom spewing from both sides of the political aisle – but miss that sometimes our neighbors are treating each other the same way. Businesslike HOA meetings do not just happen. They result from disciplined and intentional conduct, building a positive and respectful HOA meeting culture.

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Kelly G. Richardson, Esq., CCAL is a Fellow of the College of Community Association Lawyers and Senior Partner of Richardson Ober PC, a law firm known for community association advice. Submit questions to Kelly@Richardsonober.com. Past columns at www.HOAHomefront.com. All rights reserved®.

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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Quorum February, 2019


WATER WISE

CVWD Announces Upcoming Conservation Workshops

A

re you ready to learn more about how to conserve water while growing beautiful flowers, trees and vegetables in your garden? If so, you will want to take advantage of the latest workshops offered by the Coachella Valley Water District (CVWD). The workshops have become increasingly popular with more than 70 people attending a January workshop, “Caring for Citrus Trees.” In that workshop, Don Ackley, CVWD water management supervisor, discussed how to prune and irrigate citrus trees for better fruit production and healthier plants.

Other upcoming workshops include: Container Vegetable Gardening What: Get the scoop on how to successfully grow delicious vegetables and fragrant herbs in containers. Speaker: Bob Adamson, master gardener When: Wednesday, February 20, 5:30 p.m. to 7 p.m. Backyard Composting What: An introduction on how to make something beneficial for your garden from things you are already throwing away. Speakers: Riverside Co. Dept. of Waste Resources When: Saturday, March 23, 9 a.m. to 10:30 a.m. Wiggly Worm Composting & Bin Workshop What: Compost with worms to convert food scraps into two of the best amendments on earth: worm castings, a fancy name for worm poop and worm tea, a liquid fertilizer. This class includes a Make-YourOwn Worm-Bin workshop. Either bring your own materials from the list provided on our website or buy the materials for $26 at the class. Plus, worms are provided for FREE at each workshop. It’s fun, easy and kids love it! Speakers: Riverside Co. Dept. of Waste Resources When: Saturday, March 23, 10:30 a.m. to 1:30 p.m. Planting for Your Space What: Dive into design basics for your landscape with plant palettes, plan drawings and principles of design. Speaker: Tom Doczi, landscape architect, TDK Associates, Inc. When: Wednesday, April 3, 5:30 p.m. to 7 p.m. All events are free and registration is not required. The events will be held at CVWD’s Steve Robbins Administration Building, 75515 Hovley Lane East, Palm Desert. For additional information, visit www.cvwd.org or call (760) 398-2651.

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ABOUT CLAC

CLAC Buck-A-Door Campaign The California Legislative Action Committee (CLAC) is a volunteer committee of Community Associations Institute (CAI), consisting of homeowners and professionals serving homeowner associations (HOAs). CAI is the largest organization in California dedicated to the monitoring of legislation, educating elected state lawmakers and protecting the interests of those living in community associations. CLAC is working toward legislative solutions that are right for California homeowner associations with the ongoing and generous support of HOA communities across the state. Join CLAC’s efforts by donating one dollar for each household in your community. YES, I’D LIKE TO SUPPORT CAI-CLAC WITH A PLEDGE! YES, I’D LIKE TO SUPPORT CAI-CLAC WITH A PLEDGE!

HOA PLEDGE HOA PLEDGE Number of Doors Number of Doors

CLAC PLEDGE FORM X X

A Buck a Door or More A Buck a Door or More

=

Total Pledge

=

Professional Hourly Rate

Professional Hourly Rate

X

FLAT RATE PLEDGE

Number of People in Firm

Number of People in Firm

California North Bay Area Central Channel Islands California North

Total Pledge

PROFESSIONAL’S PLEDGE PROFESSIONAL’S X PLEDGE

PLEASE LET US KNOW WHICH CAI CHAPTER(S) YOU ARE DONATING TO: PLEASE LET US KNOW WHICH CAI CHAPTER(S) YOU Central ARE DONATING TO: Bay Area

=

Coachella Valley Channel Islands Greater Inland Empire Coachella Valley

Total Pledge

=

Greater Inland Los Angeles Greater Empire Orange County Regional Greater Los Angeles

Total Pledge Total Pledge

FLAT RATE PLEDGE

San Diego Orange County Regional

Total Pledge

San Diego NAME NAME TITLE

FIRM/COMPANY NAME

TITLE

FIRM/COMPANY NAME

ASSOCIATION NAME ASSOCIATION NAME ADDRESS ADDRESS CITY

STATE

ZIP

CITY

STATE

ZIP

PHONE

E-MAIL

PHONE

E-MAIL

METHOD OF PAYMENT - Return this completed form to the address below Check enclosed payable to-CAI-CLAC Credit Card form – Amex Mastercardbelow Discover (circle one) METHOD OF PAYMENT Return this completed to Visa the address Check enclosed payable to CAI-CLAC

Credit Card – Amex

Visa Mastercard Discover (circle one)

NAME ON CARD NAME ON CARD BILLING ADDRESS BILLING ADDRESS CITY

STATE

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CITY

STATE

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CREDIT CARD NUMBER CREDIT CARD NUMBER SECURITY CODE

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CAI California Legislative Action Committee (CLAC), is a 501(c)(6) not-for-profit organization. Contributions or gifts to CAI California Legislative Action Committee CAI California Legislative Action Committee (CLAC), is a 501(c)(6) not-for-profit are not deductible for federal income tax purposes. organization. Contributions or gifts to CAI California Legislative Action Committee are not deductible for federal income tax purposes.

888.909.7403 | 916.550.9488 fax | www.caiclac.com 1809 S Street | Suite 101-245 | fax Sacramento, CA 95811 888.909.7403 | 916.550.9488 | www.caiclac.com

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1809 S Street | Suite 101-245 | Sacramento, CA 95811

Quorum February, 2019

CLAC Buck-A-Door Success By Loni Peterson, PCAM

A

s a professional manager, I see the influence of legislation on our communities. Recent laws have changed the way we manage and govern associations. Over the past ten years, the business of association management has become increasingly complex. Legislators in Sacramento need to hear from us about proposed legislation so that new laws don’t negatively impact the quality of life in associations. It is critically important for community association managers to keep their boards informed about pending legislation, especially those proposals that would impact the finances of the association. Boards need to budget for those increases and keep residents informed of new laws that could impact their assessments or home values. The California Legislative Action Committee (CLAC) was formed by the eight California CAI chapters to represent the CID industry to legislators in Sacramento. Today, CAI has similar legislative committees in most states and in Washington, D.C. CLAC provides education about the industry, reviews proposed legislation, advocates for and against measures and sponsors legislation that would benefit CIDs. Does it work? Absolutely! We learned last year that legislators and the governor listen to associations when managers, boards and residents speak up. Grassroots efforts that included thousands of letters and phone calls from managers and homeowners to Governor Brown resulted in his vetoing two onerous bills. Additional grassroots efforts resulted in associations being excluded from Senate Bill 721, the Balcony Bill, that would have cost associations millions.


"DOES IT WORK? ABSOLUTELY! WE LEARNED LAST YEAR THAT LEGISLATORS AND THE GOVERNOR LISTEN TO ASSOCIATIONS WHEN MANAGERS, BOARDS AND RESIDENTS SPEAK UP."

Welcome Aboard Flock Safety By Susan Browne Rosenberg

Josh Thomas

I was so proud when PGA WEST II Residential Association made the decision to support CLAC. By contributing one dollar per household annually, CLAC can do their job in Sacramento. PGA West II’s board benefits by CLAC keeping them up to date on legislative proposals. They can inform residents and the entire community stays informed and active in reviewing and commenting on proposals that could impact their homes. Prior to asking the board to contribute to CLAC, Lynn Reich, Secretary of PGA WEST II Residential Association, attended CAI-CV’s November Legislative Update. She heard firsthand why it is so important for all associations to support CLAC. Lynn was able to share this knowledge with the board and there was unanimous support to make the contribution. If you are interested in presenting information about CLAC to your board, visit CLAC’s website at www.caiclac.com or call the CAI-CV office. They have articles and a sample resolution for boards to consider. I like being part of the solution. Together, we can continue to build healthy thriving communities. Loni Peterson, CCAM®, CMCA®, AMS®, PCAM ®, works for Associa Desert Resort Management and is general manager for PGA WEST II Residential Association. She can be reached at 760.346.1161 or email lonip@drminternet.com or find out more at www.drminternet.com.

Meg Heusel

Flock Safety is the only license plate reading camera system built specially for communities. The company joined CAI to help eliminate non-violent crime throughout the nation. Since 87% of property crime goes unsolved due to a lack of evidence, Flock Safety has created an easy way to capture the evidence police need to prevent and solve property crime. Josh Thomas is the head of marketing at Flock Safety. Originally from California, Josh graduated from UC Santa Barbara and spent five years working at technology companies in the Bay Area. He moved to Atlanta to work in commercial construction, where he led all digital marketing for Kawneer, an Arconic company. Most recently he was the director of product marketing for Experience, a sports technology company. At home, Josh is married with two beautiful little girls and another girl on the way! He loves finding great sushi on the weekends, reading, and all things NBA. Meg Heusel leads the channel marketing efforts at Flock Safety. She grew up in the Atlanta, Georgia area and graduated from Georgia Tech (Go Jackets!). Most recently, she managed the Global Go to Market efforts for Global Healthcare Exchange, a healthcare supply chain software provider headquartered in Colorado. Outside of work, Meg enjoys cooking and trying new restaurants, playing tennis and going on walks with her husband and dog. Their cameras capture license plates and vehicle details. Traditional automatic license plate reading cameras typically run anywhere from $10$20K a camera and usually are only purchased by large cities and police departments. Their technology is a fraction of the cost with hassle-free installation and maintenance. Founded in 2017, Flock Safety is based in Atlanta, Georgia with installers located throughout the United States. The team at their headquarters includes 40+ engineers, designers, marketers and operators with a passion to make every neighborhood safer. Protecting homes in 28 states and growing, and solving on average, one crime per day, Flock Safety wants to work with all the CAI Coachella Valley members to help bring protection to your communities without the hassle. They can be reached at: Meg Heusel, meg@flocksafety.com, 404-991-3293 Josh Thomas, josh.thomas@flocksafety.com 209-918-8771 1170 Howell Mill Rd NW Suite 210, Atlanta, GA 30318 www.flocksafety.com. Susan Browne Rosenberg, CIH, CIEC, CHMM, and CAI EBP, is president and co-owner of Desert Cities Indoor Air, LLC in Palm Desert, CA. Her company assists HOAs in assessing the extent of water damage and mold contamination. She can be reached at (760) 902-2545 or sbriaq@gmail.com.

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29


ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President LIC. #493686 | INSURED

(760) 341-4345 • • • •

The HOA Specialist 25 years in the Coachella Valley Over 20,000 homes painted Our Foremen have been with us for 30 Years!!!

We believe that operating a quality painting business is really very simple ...

“Our work must be as good as the money you paid us.”

Visit us online for more information

www.FlandersPainting.com

7 7 - 5 64 B Country Club Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President 7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President •Landscape Management

7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0

Palm Desert, CA 9 2 2 1 1 •Arbor Service

C 510.693.1620 • O 760.295.1864

•Landscape Design

•Landscape & Hardscape Installation •Water Conservation Specialist •Growers of Exotic Palms & Desert Accents

We value and respect your landscaping

ADVANCED RESERVE SOLUTIONS , INC. investment and are dedicated to you and your satisfaction.

ROXI K. BARDWELL, PCAM, CCM

Phone: 760343-0162 Fax: 760-343-4804 Regional Vice•President P.O. BOX 265 Thousand Palms CA 92276 Email: office@proland-inc.com 77-56 4BCo u n t r y C l u b Drive, Suite 3 1 0

www.prolandscapingca.com Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864 30


NS INSTITUT

CHAPTER EVENTS EC O

CH

AS

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A CI

VALLEY

COMMUNI

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TY

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2 01

8 AW A R DS

A GA L

The Mad Hatter Ball AND MONTE CARLO NIGHT

Friday, January 25, 2019

AND MONTE CARLO NIGHT

2018 Lifetime Achievement Award Kristin Berryhill-Hood, CCAM

TITLE SPONSOR Flood Response PLATINUM SPONSORS AMS Paving Albert Management Allied Universal Associa Desert Resort Management Flood Response Fiore Racobs & Powers, A PLC MRC - Smart Technology Solutions - A Xerox Company NPG Asphalt O’Connell Landscape Powerstone Property Management Roof Asset Management Western Pacific Roofing

SILVER SPONSORS Epsten Grinnell & Howell, APC PatioShoppers

CHIPS SPONSOR

Dana Brown, CMCA, AMS

Advanced Reserve Solutions Associa Desert Resort Management Green Bryant & French, LLP Securitas Vintage Group

2018 Community Association Portfolio Manager of the Year

ROULETTE SPONSOR

2018 Homeowner Leader of the Year

Powerful Pest Management Roof Asset Management

2018 Business Partner of the Year

Lisa Glogow, CMCA, AMS

2018 Community Association of the Year PGA West II Residential Association Bruce Latta, CMCA Roof Asset Management

CRAPS TABLE SPONSOR

2018 Educated Business Partner of the Year Matthew Lawton, CIC, CIRMS

SCT Reserve Consultants

2018 SPECIAL EVENT COMMITTEE OF THE YEAR Golf Committee

SPECIALTY GAMING SPONSORS AMS Paving EmpireWorks

Frazier Pest Control LaBarre/Oksnee Insurance Agency

SERVPRO of Palm Desert

SPECIALTY COCKTAIL SPONSORS

2018 Community Association Onsite Manager of the Year

BLACKJACK TABLE SPONSOR

TRIPLE SHOT BONUS SPONSOR

LaBarre/Oksnee Insurance Agency

Cardinal Ambrose, CMCA, AMS, PCAM

Sunshine Landscape

BRONZE SPONSORS ENTERTAINMENT SPONSOR

2018 Distinguished Service Award

Dea Franck, Esq., Chair Martha Fogg, Co-Chair Micha Ballesteros Cameron Bridges Dan Farrar, PCAM Julie Frazier Linda Johnson Kevin Leonard, RS Greg Morrow Manon Rinsma

GRAND JACKPOT SPONSOR Millennium Community Management

2018 OPERATIONS COMMITTEE OF THE YEAR Programs Committee

FOOD SPONSORS

O’Connell Landscape Vantage Point Construction Western Pacific Roofing

BRS Roofing Millennium Community Management

Mary Walker, CCAM-LS, AMS, Chair Julie Balbini, Esq., Co-Chair Sharron Badham, CCAM, PCAM Christina Baine DeJardin, Esq. Catherine Carver-Hobbs Rick Cech, CMCA Carol Fulton, CIRMS Gloria Kirkwood, CCAM, PCAM Louise Stettler

VALET SPONSOR

CLAC SPONSOR

PRESIDENT'S AWARD

Asphalt MD’s

Seacoast Commerce Bank

Lori Fahnestock

BRS Roofing Farley Interlocking Pavingstones

CANDY BUFFET TABLE SPONSORS

CBCI Construction Conserve LandCare PrimeCo

SCHOLARSHIP SPONSORS

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31


CHAPTER EVENTS Thank You to CAI-CV’s 2018 Board of Directors

President Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC President Elect Mike Traidman, Mira Vista at Mission Hills HOA Past President Phyllis Harkins, CMCA, AMS, Portola Country Club HOA Treasurer Jolen Zeroski, CMCA, Union Bank HOA Services Secretary John Walters-Clark, CMCA, Associa Desert Resort Management Director Cardinal Ambrose, PCAM, Vintage Group Director Rhonda Drews, PCAM, Associa Desert Resort Management Director Dea Franck, Esq., Epsten Grinnell & Howell, APC Director Gerard Gonzales, Albert Management, Inc. Director Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency Director Louise Stettler, Palm Valley Country Club HOA

Thank You to CAI-CV’s 2018 Committee Leadership Awards & Monte Carlo Committee • Mad Hatter Ball • Annual Awards & Monte Carlo Night, January 25, 2019 Chair, Lisa Glogow, CMCA, AMS, PowerStone Property Management Co-Chair, Loni Peterson, PCAM, Associa Desert Resort Management Board Liaison, Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC Bowling Committee • Wild West Bowling Tournament, June 29 Chair, Julie Frazier, Frazier Pest Control Co-Chair, Rob Winkle, Roof Asset Management Board Liaison, John Walters-Clark, CMCA, Associa Desert Resort Management Business Partner Committee • Educated Business Partner Course, January 30 • Margaritaville Summer Sizzler (with MOTR), June 15 • Holiday Open House & Charity Event (with BMW & MOTR), December 7

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Quorum February, 2019

Chair, Brittany Smith, Vantage Point Construction Co-Chair, Ronda Henry, SERVPRO of Palm Desert Board Liaison, Rhonda Drews, PCAM, Associa Desert Resort Management CLAC Legislative Support Committee • District Office Meetings with Legislators • Day in Sacramento, April 8-9 • Lobbying in DC, May 13 • CA Statewide Legal Forum, October 18-19 • Grassroots campaigns achieving three Gubernatorial vetoes Chair, Sue Anderson, Adams Stirling, PLC Co-Chair, Gloria Kirkwood, PCAM, Palm Valley Country Club HOA Board Liaison, Gen Wangler, Esq., CCAL, Fiore Racobs & Powers, A PLC

Board Liaison, Rhonda Drews, PCAM, Associa Desert Resort Management Golf Committee • CAI-CV Spring Golf Tournament: Friday, April 27, 2018 Chair and Board Liaison, Dea Franck, Esq., Epsten Grinnell & Howell, APC Co-Chair, Martha Fogg, Desert Falls Master Association Homeowner Leader Committee • Increased community association board membership • Formed affiliation with Desert Cities HOA Council • Developed curriculum for board member education Chair, Bruce Latta, CMCA, Parc La Quinta HOA Co-Chair, Nancy Stegehuis, Millennium Property Management Board Liaison, Mike Traidman, Mira Vista Mission Hills HOA

Communications Committee • CAI-CV TV for education and events • Facebook presence • Instagram presence Chair, Ron DiGrandi, Pure Communities Co-Chair, Allison LeBoeuf, Sherwin Williams Paint Company Board Liaison, Jolen Zeroski, CMCA, Union Bank

Membership Committee • New Member Orientation: April 17; September 25 • Increased CAI-CV membership by 165 Chair, Rick Cech, CMCA, Roof Asset Management Co-Chair, Holly Smith, CMCA, AMS, PowerStone Property Management Board Liaison, Jolen Zeroski, CMCA, Union Bank

Education Committee • CAI National courses: M204 – July 12-13; M203 – August 16-17; M100 – November 1-3 • Manager on the Run (MOTR): February 2; April 6; June 16 (with Summer Sizzler); August 3; October 5; December 7 • Board Basic Training: September 11; October 16; November 13 • Board Member Workshop (BMW): March 23 & December 7 • Board Leadership Development Workshop: December 7 • Common Interest Development (CID) Law Course: July 20 & October 24 Chair, Eric Angle, PCAM, Trilogy La Quinta Co-Chair, Steven Shuey, PCAM, Personalized Property Management

Oktoberfest Committee • Oktoberfest Event: October 12, 2018 Chair, Holly Smith, CMCA, AMS, PowerStone Property Management Co-Chair, Carlos Contreras, Sunshine Landscape Board Liaison, Gerard Gonzales, Albert Management, Inc. Professional Manager Committee • Developed “Community Association Management as a Career” program • Career Open House: September 25 Chair, Lisa Glogow, CMCA, AMS, PowerStone Property Management Co-Chair, Eric Angle, PCAM, Trilogy at La Quinta Board Liaison, Cardinal Ambrose, PCAM, Vintage Group

Programs Committee • Educational Lunch Programs & Mini Trade Shows: January 19, February 16; March 9; April 20; May 18; June 8, September 21, October 26; Legislative Update, November 16 Chair, Mary Walker, CMCA, Millennium Community Management Co-Chair, Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Board Liaison, Louise Stettler, Palm Valley Country Club HOA Public Relations Committee • Developed HOA Living brochure for the City of Palm Desert • Conducted media training for CAI-CV leadership and management company CEOs Chair, Julie Balbini, Esq., Fiore Racobs & Powers, A PLC Co-Chair, Karen Tillotson, CMCA, AMS, FirstService Residential Board Liaison, Mike Traidman, Mira Vista Mission Hills HOA Quorum Committee • Published 12 outstanding issues of Quorum Magazine • Increased distribution via a new electronic edition Chair, Susan Rosenberg, Desert Cities Indoor Air Co-Chair, Rodney Bissell, Bissell Design Studios Inc. Board Liaison, Dea Franck, Esq., Epsten Grinnell and Howell, APC Volunteer Committee • Provided volunteers to help manage 23 CAI-CV events, contributing more than 1,000 volunteer hours Chair, Lily Ortega, Pro Landscape Co-Chair, Brittany Smith, Vantage Point Construction Board Liaison, Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency Wine Tasting & Del Mar Committee • Corks for CLAC: March 23, 2018 • Day at the Races: July 19, 2018 Chair, Lori Fahnestock, Powerful Pest Management Co-Chair-Wine Tasting, Sharron Badham, PCAM, The Hideaway HOA


CHAPTER EVENTS Co-Chair-Del Mar, Gary Butler, Asphalt MD’s Board Liaison, Louise Stettler, Palm Valley Country Club HOA

Thank You to CAI-CV’s 2018 Volunteers Adam Eves Alison LeBoeuf Angela Henderson Berenice Ceja Brittany Smith Bruce Latta, CMCA Cameron Bridges Cardinal Ambrose, PCAM Carlos Contreras Carol Fulton, CIRMS Carolyn Chesnut, CMCA, AMS Catherine Carver-Hobbs Charles Walters-Clark Chris Meyers Christina Bain DeJardin, Esq. Christy Houston Clint Atherton, PCAM Cyndi Koester, PCAM Dan Farrar, PCAM Dan Stites Dana Brown Dana Pride Dave Carter, CMCA, AMS David Schuknecht, CMCA, AMS Dea Franck, Esq. Diane Carmony Dionne Petitpas Eric Angle, PCAM Erin Klink Gary Butler Gen Wangler, Esq., CCAL Gerard Gonzales Gloria Kirkwood, PCAM Greg Gamboa Greg Morrow Holly Smith, CMCA, AMS Jaime Mann James McCormick, Jr., Esq. Jay Powell Jayme Fakehany, CMCA, AMS Jeff Olsen Jennifer James, Esq. Jennifer Zeivel, CMCA, AMS Jerry Cavoretto, CMCA, AMS Jess Rosenberg

Jim Comin, PCAM Jim Leighty Jim Schmid Joanne Rose, PCAM John Walters-Clark, CMCA Jolen Zeroski, CMCA Jon Roy Josh Widenmann Julie Balbini, Esq. Julie Frazier Karen Joy Tabbah Karen Tillotson, CMCA, AMS Kelly Roseman, CMCA, AMS Kevin Leonard, RS Kristin Berryhill-Hood Kumar Raja, Esq. Kym Taylor-Burke Larry May Lily Ortega Lisa Glogow, CMCA, AMS Lisa Olson Loni Peterson, PCAM Lori Fahnestock Louise Stettler Mallory Paproth Manon Rinsma Marne Logan Martha Fogg Mary Walker, AMS Matt Lawton, CIC, CIRMS Micha Ballesteros Mike Rey Mike Traidman Nancy Stegehuis Nick Mokhlessin Nicky Moya Patricia Moeller Ramona Acosta, PCAM Randy Mitchell Rebecca Flores, CMCA Rhonda Drews, PCAM Richard Weiner Rick Cech, CMCA Rob Winkle Rodney Bissell Ron DiGrandi Ron Olsen Ronda Henry Rosie Galla, PCAM Roxi Bardwell, PCAM Sabina Dorn

Sharron Badham, PCAM Sierra Carr, CMCA Steven Shuey, PCAM Sue Anderson, CMCA Susan Rosenberg Taylor Winkle Theresa Agnew Tiffany Christian Tim Flanagan Trish Forte, CMCA, AMS Wendy Cross, CMCA, AMS William “Bill” Stricker

2018 Chapter Award Nominees Lifetime Achievement Award Kristin Berryhill-Hood Lori Fahnestock Nena Rutherford, PCAM John Walters-Clark, CMCA Gen Wangler, Esq., CCAL Distinguished Service Award Cardinal Ambrose, PCAM Rick Cech, CMCA Mark Dodge, CMCA, AMS Lori Fahnestock Lisa Glogow, CMCA, AMS Mike Traidman Special Event Committee of the Year Award Awards Committee Bowling Committee Business Partner Committee Golf Committee Oktoberfest Committee Wine Tasting Committee Operations Committee of the Year Award CLAC LSC Committee Communications Committee Education Committee Membership Committee Professional Managers Committee Programs Committee Volunteer Committee

CAI-CV.org

Onsite Manager of the Year Award Dana Brown Rebecca Flores, CMCA Trish Forte, CMCA, AMS Gloria Kirkwood, PCAM Loni Peterson, PCAM Joanne Rose, PCAM Portfolio Manager of the Year Award Rosie Galla, PCAM Lisa Glogow, CMCA, AMS Michelle Lopez, CMCA Loni Peterson, PCAM Holly Smith, CMCA, AMS Community Association of the Year Award Mountain View Villas Palm Valley Country Club HOA PGA West II Sun City Shadow Hills Homeowner Leader of the Year Award Rex Jennings Bruce Latta, CMCA Louise Stettler Mike Traidman Business Partner of the Year Award BRS Roofing Flood Response Law Office of Jennifer James, Esq. Roof Asset Management SERVPRO of Palm Desert Vantage Point Construction Educated Business Partner of the Year Award Ronda Henry Matt Lawton, CIC, CIRMS Rob Winkle

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33


CHAPTER EVENTS

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Quorum February, 2019


CHAPTER EVENTS

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35


CHAPTER EVENTS

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Quorum February, 2019


CHAPTER EVENTS

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37


Contractors Lic. # 235717

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

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Family Owned & Locally Operated 68920 Adelina Rd, Cathedral City, CA 92234 FrazierPestControl.com • Lic. # PR5204

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Asphalt Concrete Seal Coating Striping ADA Compliance Grinding & Pulverizing

NPGASPHALT.COM So-Cal: 951.940.0200 Desert Division: 760.320.9600 Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW 38

Quorum February, 2019


CREATIVE | BRAND | CONSULTING

(714) 293-3749 BissellDesign.com

Protecting your largest investment and your peace of mind for years to come?

Challenge accepted. Secure your community’s future with national resources and local expertise. Associa Desert Resort Management’s national resources and local expertise have uniquely positioned us to help your community accomplish any goals your community sets. Top-tier management, bulletproof finances, comprehensive maintenance and a customizable menu of additional services ensure your community thrives, and our local, qualified staff are committed to being your trusted advisors every step of the way.

Desert Resort Management is up for the challenge. CONTACT US TODAY!

www.drminternet.com

42-635 Melanie Place, Suite 103 Palm Desert, CA 92211 760.346.1161 39


PRESORTED STD US POSTAGE

PAID PALM DESERT, CA PERMIT NO 149

75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211

CAI-CV UPCOMING EVENTS TURQUOISE IS FOR LOCAL EVENTS SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG AND FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG

MARCH CAI-CV’s Assistant Manager on the Run (AMOTR) (for assistant managers) WHEN: Friday, March 1, 2019, 8:30 a.m. W HERE: CAI-CV Classroom

FEBRUARY

CAI’s M-380 Litigation (for PCAM managers) WHEN: Thursday – Friday, March 7 – 8, 2019 W HERE: Los Angeles

CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) WHEN: NEW DATE! Friday, February 15, 2019, 11:15 a.m. Registration W HERE: Palm Valley Country Club, Palm Desert

CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, March 8, 2019, 11:15 Registration W HERE: Palm Valley Country Club

CAI’s M-202: Communications (for managers) WHEN: Friday, February 8, 2019 W HERE: Los Angeles

CAI’s M-205 Risk Management (for managers) WHEN: Thursday – Friday, March 21 – 22, 2019 W HERE: CAI-CV Classroom

CAI-CV’s Board Member Workshop (for homeowner leaders) WHEN: Friday, February 22, 2019 W HERE: CAI-CV Classroom

CAI-CV’s Board Member Workshop (for homeowner leaders) WHEN: Friday, March 29, 2019, 3:30 p.m. W HERE: Shields Date Garden, Indio (theater)

CAI’s M-202: Communications (for managers) WHEN: Thursday – Friday, February 28 – March 1, 2019 W HERE: CAI-CV Classroom

CAI-CV’s Corks for CLAC Wine Tasting (for all members) WHEN: Friday, March 29, 2019, 5:30 p.m. W HERE: Shields Date Garden, Indio

2019 CORPORATE SPONSORS PLATINUM______

AMS Paving Asphalt MD's Associa Desert Resort Management Bissell Design Studio Conserve LandCare Fiore Racobs & Powers, A PLC NPG Asphalt Pacific Western Bank Prendiville Insurance Agency Roof Asset Management Sign-A-Rama Sunshine Landscape Vantage Point Construction Western Pacific Roofing

GOLD________

AMS Connect Automation Pride Ben’s Asphalt, Inc. BRS Roofing Delphi Law Group Diversified Asphalt Products Epsten Grinnell & Howell, APC Flood Response Frazier Pest Control Green Bryant & French, LLP Horizon Lighting PrimeCo PWLC II Sherwin-Williams Paint Vintage Associates

SILVER________ Advanced Reserve Solutions Albert Management Animal Pest Management Barcode Automation, Inc. C.L. Sigler & Associates Dunn-Edwards Paint EmpireWorks Flanders Painting Lloyd Pest Control Mutual of Omaha O'Connell Landscape Patrol Masters Powerful Pest Management Pro Landscaping, Inc. Richardson | Ober Roseman Law SCT Reserve Consultants Seacoast Commerce Bank Three Phase Electric Tinnelly Law Group

BRONZE______ Adams Stirling, APC All Counties Fence and Supply Alliance Association Bank A-Rising Builders Artistic Maintenance, Inc Association Reserves Bank of Southern California Brabo & Carlsen, LLP Cartwright Termite & Pest Control Coachella Valley Water District DWI Farley Interlocking Pavingstones First Foundation Bank FirstService Residential Flock Safety Frontier Communications G4S Secure Solutions Guralnick & Gilliland, LLP

Kasdan Lippsmith Weber Turner, LLP LaBarre/Oksnee Insurance Agency Leon's Landscaping & Tree Service Millennium Community Management Painting Unlimited, Inc. PatioShoppers Commercial Furnishings Powerstone Property Management S.B.S. Lien Services SERVPRO of Palm Desert SERVPRO of Palm Springs/Indian Wells Shetler Security Silldorf Law, LLP Suntech Consulting & Roofing The Management Trust Union Bank Homeowners Association Services United Paving Vintage Group Vista Paint Corporation

2019 LEGISLATIVE DAY AT THE CAPITOL Monday-Tuesday, April 8-9, 2019 | Hyatt Regency Sacramento Sign up at www.caiclac.com 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.

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Quorum February 2019  

8 Palm Royale Country Club 22 What Every Business Partner Needs to Know About Working with Valley Management Companies 24 HOA Homefront – Y...

Quorum February 2019  

8 Palm Royale Country Club 22 What Every Business Partner Needs to Know About Working with Valley Management Companies 24 HOA Homefront – Y...

Profile for cai-cv