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MARCH 2019

MARCH 2019

FEATURING 8 Parc La Quinta 22 How to Get a Great Reserve Study 31 Sun City Shadow Hills Community Podcast 34 Maintaining the Assets of Your Association


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

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Quorum March, 2019


FULL SERVICE CONTRACTOR 42-240 Green Way #B •Palm Desert, CA 92211

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• Fence • Block Wall • Carport • Drywall & More!!!

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Phone: (760) 340-5157 • Fax: (760) 340-2576

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www.brsroofing.com

SPECIALIZING IN COMMUNITY ASSOCIATION INSURANCE

Matthew Lawton (760) 770-5868 ext.302 CIC, CIRMS Matt@PrendivilleAgency.com

www.HOAville.com 71687 Highway 111, Suite 203, Rancho Mirage, CA 92270

We can help you meet your CVWD "Efficient" budget!

Fernando Fregoso (760) 772-3673

fernandof@thevintageco.com

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CONTENTS

2019 QUORUM COMMITTEE MEMBERS 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

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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 DAVID SCHUKNECHT, CMCA, AMS Personalized Property Management

31

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

22

34

FEATURES 8 Parc La Quinta

By Marne Logan, CCAM

22 How to Get a Great Reserve Study

By Kevin Leonard, RS

31 Sun City Shadow Hills Community Podcast

By Robert Firring

34 Maintaining the Assets of Your Association

4

By Rob Winkle

Quorum March, 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 ASPHALT AMS PAVING.................................................... 39 ASPHALT MD'S................................................ 23 BEN'S ASPHALT............................................... 11 NPG ASPHALT.................................................. 25

ATTORNEYS

20

FIORE RACOBS & POWERS, A PLC.................. 27 GURALNICK & GILLILAND................................ 38 GREEN BRYANT & FRENCH, LLP...................... 11

BANKING MUTUAL OF OMAHA BANK.............................. 23

CONSTRUCTION VANTAGE POINT CONSTRUCTION, INC.............. 3

DESIGN BISSELL DESIGN STUDIOS, INC....................... 25

GATES & GARAGE DOORS

13 CHAPTER NEWS 6 October Calendar Changes 7 CAI-CV New & Renewing Members 11 CAI-CV Educated Business Partners 13 Time Honored

Rhonda Drews By Sierra Carr, CMCA

Welcome Aboard

By Susan Browne Rosenberg 15 Kimberly Burnett with DSI Security Services 37 Daniel Goodrich, CMCA, AMS, PCAM, CCAM-LS, CCAM-AR

40 2019 Corporate Sponsors

15

36 2019 CAI Community Association Board Member Education 40 Upcoming Chapter Events

6 President’s Message 12 Insurance

20 Lunch Program and Mini Trade Show

28 HOA Law

February 15, 2019 Are You Prepared for Rising Costs of HOA Services?

REALTORS PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS.................................................. 27

RESERVES

Don't Go Dark, GoToMeeting By Lannie Runck

ADVANCED RESERVE SOLUTIONS, INC........... 32

ROOFING

Short Term Rental Comparison Chart By Jennifer James, Esq.

37 Water Wise

MANAGEMENT COMPANIES

CARTWRIGHT TERMITE & PEST CONTROL, INC....................... 3 POWERFUL PEST MANAGEMENT.................... 38

Understanding Risks and Liabilities: Managing Your Lake By Patrick Simmsgeiger

CHAPTER EVENTS

CONSERVE LANDCARE.................................... 15 PWLC II, INC. LANDCARE MANAGEMENT........ 38 WATER RITE - VINTAGE ASSOCIATES, INC........ 3

PEST CONTROL

Diversified Asphalt Products

26 Tech Today

LANDSCAPING

FLANDERS PAINTING INC................................ 38

17 Platinum Spotlight 18 Maintenance

PRENDIVILLE INSURANCE AGENCY.................. 3

PAINTING

“What Are You Looking At?” By Mike Rey

INSURANCE BROKERS

ASSOCIA DESERT RESORT MANAGEMENT ...... 2 POWERSTONE PROPERTY MANAGEMENT...... 16

DEPARTMENTS

37

AUTOMATION PRIDE........................................ 32

CVWD Continues Turf Rebate Program CAI-CV.org

ROOF ASSET MANAGEMENT........................... 38 BRS ROOFING INC............................................. 3 WESTERN PACIFIC ROOFING........................... 32

SECURITY AMS CONNECT................................................ 39 facebook.com/CAICV

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FROM THE CHAPTER

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

SAVE THE DATE CAI-CV Calendar Changes The Statewide Legal Forum will be held on Friday, October 18th, 2019 at the Irvine Marriott. Please note the following CAI-CV events for October: Friday, October 4 (for managers) Manager on the Run (MOTR) CAI-CV Classroom, 8:30 a.m. Tuesday, October 8 (for board members) Board Basic Training CAI-CV Classroom, 5:30 p.m. Friday, October 11 (for all members) Educational Lunch Program & Mini Trade Show, TBD, 11:15 a.m. – NEW DATE Thursday, October 17 (for all members) CAI’s CA CID Law Course Irvine Marriott, 8:00 a.m. – NEW DATE & LOCATION Thursday, October 17 CLAC Fundraiser Irvine Marriott, 5:30 p.m. – NEW Friday, October 18 (for all members) CAI Statewide Legal Forum Irvine Marriott, 8:30 a.m. – NEW Friday, October 25 (for all members) CAI-CV’s Annual Oktoberfest Sunshine Landscape Thousand Palms, 5:30 p.m. Tuesday, October 29 (for all members) CAI-CV’s Annual Meeting & Election

M

any of the Valley’s associations and golf courses are recovering from flooding caused by the storms last month. We received almost three inches of rain in February and that hasn’t happened since 2005. If your association would like to share its “lessons learned” storm stories, please send them to the Quorum Committee or call the CAI-CV office. March is high season in the Valley and all our associations are busier than ever. CAI-CV is here to help. We are offering an abundance of education for boards and managers to help give you the tools you need and the confidence to manage your communities. Our thanks to the Programs Committee for a very informative presentation on February 15th. We learned about how mandatory wage increases and labor shortages are impacting association budgets. Thanks to our esteemed panel of speakers, Kyle Gritters (Vintage Landscape and Vintage Associates), Gretchen Gutierrez (Desert Valleys Builders Association), Keith Lavery (Associa Desert Resort Management), and our emcee, Karen Sloat, Esq. (Law Office of Karen J. Sloat, APC). I also want to thank Kelly Richardson, Esq., CCAL (Richardson|Ober), for teaching CAI’s California Board Education – Principles of Common Interest Development Board Leadership to a full classroom of association board members on February 22nd. The three-hour course was created in anticipation of legislation requiring mandatory board education. Comments from attendees were overwhelmingly positive. We have been asked to look for a date to repeat the course this fall. Also, on March 1st, we will hold our first Assistant Manager on the Run program from 8:30 to 9:30 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 Board Member Workshop (BMW) prior to the event in the Shields Theater. Board members who attend the $10 BMW may attend the wine tasting for free. 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 seven-day trip to Tuscany. You can register for any of these events online or with the new CAI-CV app. While the rain in February has caused an enormous amount of work for some associations, we can’t lose sight of the positive impact the rain has had on the recent drought. I hope you are planning to explore the outstanding wild flowers this month. CAI-CV continues to focus on providing you the education and resources you need to build thriving communities in the Coachella Valley.

Mike Traidman Mike Traidman

Mira Vista at Mission Hills HOA

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Quorum March, 2019


CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNERS DSI SECURITY SERVICES

2019 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

Kimberly Burnett (909) 238-3827 kburnett@dsisecurity.com

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

GURALNICK & GILLILAND, LLP

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

EDUCATED BUSINESS PARTNER

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

CAI-CV

EDUCATED BUSINESS PARTNER

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

Melissa Platt (760) 340-1515 Ext. 123 melissap@gghoalaw.com

HARRELL'S Sergio Vasquez (760) 792-5218 svasquez@harrells.com

RENEWING BUSINESS PARTNERS ARTISTIC MAINTENANCE, INC. Marlene Arredondo (949) 581-9817 marredondo@artisticmaintenance.com

ASPHALT MD'S Gary Butler (760) 863-4500 gary@asphaltmds.com CAI-CV

EDUCATED BUSINESS PARTNER

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management LONI PETERSON, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management 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 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.

BEHR & KILZ PAINTS & PRIMERS

STEVEN G. SEGAL INSURANCE AGENCY, INC., FARMERS INSURANCE GROUP Steven Segal (800) 345-8866 ssegal@farmersagent.com

URBAN HABITAT ENVIRONMENTAL LANDSCAPE Brett Brennan (760) 345-1101 Brett@MyUrbanHabitat.com

VANTAGE POINT CONSTRUCTION, INC. Brittany Smith (760) 340-5157 vpcbrittany@yahoo.com

NEW MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Bobbie Happ (760) 346-1161 bhapp@drminternet.com David Lawrence (760) 346-1161 dlawrence@drminternet.com

Tim Hoss (714) 365-7427 thoss@behrpaint.com

RENEWING MANAGER MEMBERSHIPS

CFR PATIO FURNITURE REPAIR & RESTORATION

Alvin Hippe (760) 345-2637 al.hippe@tradingplaces.com

Andrew Madrigal (909) 397-0050 info@cfrpatio.com

FIRST FOUNDATION BANK Anita Young (949) 372-7332 ayoung@ff-inc.com

KASDAN, LIPPSMITH, WEBER, TURNER, LLP Ritchie Lipson (949) 906-9220 rlipson@kasdancdlaw.com

MCDONNELL ROOFING, INC. Lauri Williams (714) 844-2814 lauri@mcdonnellroofing.com

ASSOCIA Michael Capps (760) 776-5100 michael.capps@associa.us

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

NPG ASPHALT

Julie Mogolis (760) 346-1161 Ext. 144 jmogolis@drminternet.com

Sharon Nelson (951) 940-0200 snelson@npgasphalt.com

Bill Overton (858) 886-6655 woverton@drminternet.com

SCOTT CORPORATION, APAC

Balvina Ramirez (760) 408-1036 balvina.ramirez@yahoo.com

Krista Scott (760) 568-5544 kscott@thescottcorp.com

SHETLER SECURITY

Brandi Wilson (949) 257-7707 bwilson@drminternet.com

SHADOW MOUNTAIN RESORT Cindy Calquhoun (760) 346-6123 cindy@shadowmountainresort.com Michael McFarlane (760) 346-6123 michael@shadowmountainresort.com

THE MANAGEMENT TRUST, DESERT DIVISION Angie Hill (760) 578-6962 angie.hill@managementtrust.com

RENEWING MANAGEMENT COMPANY FIRSTSERVICE RESIDENTIAL Karen Tillotson (760) 834-2496 karen.tillotson@fsresidential.com

NEW HOMEOWNER LEADERS DESERT BRAEMAR, INC. Susan Fagan Gerry Fletcher Mark Wolfe

GALLERY OWNERS ASSOCIATION Randall Cargill James Field Fredrick Schultz

INDIAN RIDGE HOMEOWNERS ASSOCIATION Ron Anderson Allen Bauman George Bers Judith Friedman Steve Heiferman Dianne Knapp James Loeb Doug Lundal Joel Mark Dan Newell Michael Sacks Sharon Severson Jim Stubbs Peter Williams

MOUNTAIN VILLAS HOA Leslie Gail Boeckel Laura Luciano Karen Powell Greg Sofos

RANCHO ESTATES SOUTH HOMEOWNERS ASSOCIATION Julie Caren Joe Granado Thomas Laliberte Gourtiven Newman Mike Tracy

RENEWING HOMEOWNER LEADERS Sally Armitage

Stephen Olsen (443) 536-9082 srolsen@aol.com

DESERT BRAEMAR, INC. Dick Gunning

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7


FEATURE

Parc La Quinta By Marne Logan, CCAM

P

arc La Quinta combines the family atmosphere of a park-like neighborhood with classic Mediterranean influences and stunning views of the Santa Rosa Mountains. Located just off Washington Street at 78-502 Via Bolero Street in La Quinta, this beautiful gated community is adjacent to Rancho La Quinta and one block south of Eisenhower Drive. It is centrally located and close to Old Town shops and restaurants. The community features a beautiful one-and-a-half-acre park (“parc” means “park” in French) with picnic tables, canopies for shade, barbeques and soccer goals. Parc La Quinta is completely built out with 150 homes on 18 lushly landscaped acres. With families in mind, many of the homes are situated on cul-de-sacs creating a safe environment for children. Building was completed in 1989 by developer Barcon Development. The homes were sold in three phases and, according to The Desert Sun, buyers camped in line overnight to purchase one of the lovely floor plans. All the homes have tile roofs with Mediterranean architecture, creating a unique European vibe. There are five floor plans that include one and two-story homes ranging from 1620 to 2222 square feet. The homes have three

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Quorum March, 2019

or four-bedrooms and up to three baths, with two or three-car attached garages. Home prices are currently running between $350,000 and $450,000. The assessments are $129 per month and include common area (including the park) maintenance and replacement. With 2019 being their 30th anniversary, the Parc La Quinta board is undertaking efforts to enhance the quality of life for residents and preserve home values. For safety, they are updating their gate cameras and looking at updating their gate security system. Planning is in process for repainting common area facilities and equipment. They are installing a new community bulletin board at the park and they are modifying their speed bumps to safely accommodate emergency vehicles. With the City of La Quinta’s longstanding “dark skies” policy to reduce nighttime light pollution, the Parc La Quinta board has been challenged to make their streets and park enjoyable at night. To create a safer and more family-friendly nighttime environment, they are experimenting with antique styled solar lamps. One lamp has been installed and so far, it looks like a winning solution.


FEATURE

"To create a safer and more familyfriendly nighttime environment, they are experimenting with antique styled solar lamps. One lamp has been installed and so far, it looks like a winning solution."

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FEATURE The Parc La Quinta board is made up of five volunteer residents. CAI-CV member and Homeowner Leader Committee Chair Bruce Latta is the community’s President. They are managed by Kim Hansele, CCAM, President/Owner of Millennium Community Management. When asked what makes Parc La Quinta unique, she said, “At 30 years old, Parc La Quinta is still a vibrant family-friendly community. The thoughtful floorplans, cul-de-sac placement of the homes, mature landscape and park make this community a place people are proud to call home. They are fortunate to have an energetic and committed board to govern them.” Parc La Quinta is a member of CAI-CV and employs

"Parc La Quinta is completely built out with 150 homes on 18 lushly landscaped acres. With families in mind, many of the homes are situated on cul-de-sacs creating a safe environment for children." many CAI professionals including Allied Universal, Asphalt MD’s, Automation Pride, Cartwright Pest Control, Guralnick & Gilliland, HOA Cleaning from the Heart, Horizon Lighting, Jennifer James, Esq., LaBarre/Oksnee Insurance Agency, Martin Sweeping, Pacific Western Bank, SCT Reserves Specialists, SwedelsonGottlieb and Union Bank. Board President Bruce Latta said, “Parc La Quinta has benefited immensely from joining CAI. We are learning best practices and important fiduciary duties that are helping us preserve and enhance home values. We are grateful to CAI for introducing us to educated professional advisors who make governing our community a pleasure.” 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. Email Admin@cai-cv.org if you want your community featured in Quorum.

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Quorum March, 2019


CAI-CV

EDUCATED BUSINESS PARTNER

family owned & operated since 1961

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, DSI Security Services 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

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

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INSURANCE

“What Are You Looking At?” WHAT TO LOOK FOR DURING A PROPERTY INSPECTION By Mike Rey HOA insurance agents will typically inspect an association property before pricing a bid because they need to know if the property meets underwriting guidelines. They are the eyes for the underwriter and the inspection provides valuable information for them to negotiate pricing with the underwriter. Inspections can be quick or last hours. Many times, the ease of these inspections depends on how diligent a board and manager are with obvious issues of safety and potential liability. Association boards and managers should be working with a maintenance and inspection schedule as part of their risk management plan. This will help make sure potential risks are minimized. The title of this article may seem a little forward but it’s a valid question in relation to property inspections or insurance walk-throughs. It may surprise you what an insurance guy like me is looking for. When doing a walk-through, there are certain areas of the association that must be inspected to make sure the community is protected. After 30 years as an insurance agent and completing numerous property loss control inspections, there are five major areas that are problematic for associations: • Fire protection • Balconies, patios and barbeques • Walkways, streets and drives • Trees and shrubs • Fencing, railings and pools

FIRE PROTECTION When it comes to fire protection, the obvious is to have fire extinguishers visible and in areas where residents have easy access to them. Since most people do not have a fire extinguisher in their homes, they may not think to look for them when there is an emergency. Having them in visible areas makes it more likely they will be used. Check the

"Fire extinguishers, by law, have tags that are stamped indicating their service life. Having an inspection plan for fire extinguishers is important."

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Quorum March, 2019


Time Honored expiration of the service tags and make sure they are up-to-date. Fire extinguishers, by law, have tags that are stamped indicating their service life. Having an inspection plan for fire extinguishers is important. There are services that will do these inspections for you but in my experience, someone on the board or the manager should also inspect these important safety devises. If the community has fire sprinklers, make sure that the system has had its five-year inspection and that any needed repairs are done immediately by a licensed fire service specialist. Don’t forget to obtain a copy of the certificate report from the vendor and keep it in a secure file.

BALCONIES, PATIOS & BARBEQUES Many balconies and patios have hazards, especially if there are barbeques present. Inspection of balconies and patios for barbeques with charcoal or liquid gas greater than two-and-one-half gallons of fuel are not to be used within ten feet of any structure. Open flame barbeques with charcoal can get knocked over and spread the fire to adjacent structures. Also, barbeques with pressurized gas can explode if not ventilated properly and cause damage to persons or adjacent structures. Balconies and patios with a cover or overhang add an additional high fire hazard where a barbeque may be present. Without a fire sprinkler system above the barbeque, the potential for loss is high and could be prevented by removing the barbeque.

WALKWAYS, STREETS AND DRIVES As you walk through your community, make a visual inspection of the streets, drives and walkways

Rhonda Drews

CAI-CV 2019 Board of Director By Sierra Carr, CMCA Rhonda Drews is the Senior Vice President of Operations for AssociaDesert Resort Management. She was born in Orange County and has called the Desert home since the early 1980’s. Rhonda attended Palm Desert High School when it opened its doors and was a member of its first graduating class. Immediately after high school, Rhonda began attending college courses at College of the Desert and Chapman University while working part-time at Sunrise Homeowners Association under John Turnbull. She then went on to work for her other career mentor, Pat Smith at The Springs. In addition to her hard work and dedication, she attributes much of her success to the support and encouragement from both her mentors. In hindsight, Rhonda believes that had she not chosen to become a professional community association manager, she would have either been an attorney or an interior designer. While at The Springs, Rhonda began working toward her PCAM and CCAM which she obtained in the early 2000’s. In her professional career in the CID industry of over 20 years she has served as a portfolio manager and onsite manager as well as many other positions within community association management. In her role as Senior Vice President of Operations at DRM she provides day to day leadership and operation management support to the branch while overseeing the portfolio managers, administrative and customer service staff. Rhonda has been a member of the CAI-CV Chapter since 2002 and in that time has served on many of the Committees. Currently she serves on the Board of Directors and is Chair of the Education Committee. In addition to her involvement with the Coachella Valley chapter, Rhonda is the Past-President of the Soroptimist Desert Cities of the Coachella Valley Chapter where she has been a member for many years. She enjoys her philanthropic activities and draws inspiration from her favorite quote by Kobi Yamada: “She turned her can'ts into cans and her dreams into plans.” In her down time, Rhonda enjoys spending time with friends and relaxing at the pool or beach. When possible, she escapes to her favorite vacation spots, Lake Arrowhead and Parker. 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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INSURANCE in the area you are standing. As you walk, note for cracks, pot holes, raised areas or missing or loose concrete on sidewalks or streets. Inspect fire lanes for adequate signage and curb painting to restrict parking in these areas. If speed bumps are present, inspect for high-visibility contrasting painting and signage so residents and guests are aware of their presence. Inspect walkways for lifted areas from tree roots or overgrown brush. Inspect these areas for protruding lawn sprinkler heads to prevent trip-fall hazards. Also look for high-visibility paint on steps to prevent trip-fall hazards, and make sure there is lighting on the steps at night.

TREES AND SHRUBS Landscape is another important area to inspect visually. Look for tree branches that touch or are growing under or near the eaves of roofs. This not only provides access for roof rats and other critters but also could provide direct access to the building for a fire. Inspect trees to ensure they are not growing too close to chimneys or hanging over the roof. Make sure debris from overhanging trees is not collecting on the roof or near the building. Inspect lower branches as well. Branches lower than seven feet are a hazard for people bumping their heads. Also inspect tree roots – look for any that are protruding, known as turgor pressure, and have them covered or have a licensed arborist inspect the tree for other

remedies. If you cannot remove the hazard, you may need to remove the tree. Finally, clear brush and hedges away from buildings to reduce hiding places for potential thieves.

FENCING, RAILINGS & POOLS The last area of safety significance is fencing and railings. As you walk the community, walk over to some of the railings and take a few steps up the stairs and shake the railing to ensure that it is not loose or broken. Note any railings or balconies that have horizontal railings as this could present a climbing hazard for small children. Carefully inspect pool fencing, checking the gate to ensure that it closes securely on its own. Check for any broken or missing fencing which could give unplanned access to small children or provide easy access for unwanted guests after hours. While inspecting the pool area, inspect the pool safety equipment so that it is visible and in good working order. Inspecting your association property on a regular basis and addressing any potential hazards is critically important for the well-being of all your residents. Make sure someone on the board or your manager is assigned to conduct regular walk-throughs as part of your risk management plan. While these are some of the major areas of concern, the best way to avoid hazards is by regularly looking for them. Focusing on these inspections will also help you avoid losses and help maintain reasonable insurance premiums. Mike Rey is with Rey Insurance Services a FarmersÂŽ Insurance Agency. He can be reached at 949-487-9661 or by email at Mike@ReyInsuranceServices.com.

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Quorum March, 2019


DSI Security Services is celebrating 50 years in the security guard industry. Based in Alabama, DSI currently services 33 states and has been moving west over the last few years. With over 4,000 employees and 23 offices, DSI is large enough in scale for professional service, but still small enough for personal service. DSI values the customer no matter the size, understands customer needs to develop specific service strategies, and responds promptly to all concerns. DSI Security Services is also unique as it is a womanowned business and a proud member of the WBENC (Women's Business Enterprise National Council). DSI is a third-generation, family-owned and managed company, led by founder Sheriff A.B. Clark’s son Alan Clark, chairman of the board, along with his wife Marty, president. Alan and Marty’s two sons work with DSI in various capacities as well. Kimberly Burnett, Business Development Manager, and longtime CAI-CV member, has recently joined their team. Kimberly grew up in Orange County. She loves to cook and enjoys wine tastings and yoga. She has a lovey rescue dog named Princess and is in the process of becoming a foster parent to two boys who are brothers. DSI Security Services is hoping to offer the Coachella Valley the service and response it deserves from a full-service security provider. DSI offers security guard services along with many technology options to include remote video monitoring, thermal radar and robotics. DSI offers support to CAI members including community association board members and residents, community managers and other businesses by providing quality security guards, site assessments, and being an overall security resource that managers and board members can depend on. At the core of their business, DSI Security Services starts and finishes every day with DWYSYWD – Do What You Say You Will Do – leading the way.

2019

By Susan Browne Rosenberg

YOUR HOA CAN BE OUR NEXT COVER FEBRUARY

Welcome Aboard Kimberly Burnett with DSI Security Services

FEBRUARY

2019

T NO COS

OUR TOERY Y COVE

EV TORY. HAS A S URS! YO TELL US FEATUR ING 8 Palm Royale Cou ntry Club 22 What Every Bus iness Partne Working r Nee with Valley Managemen ds to Know About 24 HOA Homefro t Compan nt – Your ies YOU Mig Meetings ht Be the Are Raucou Problem s?

MUST BE CAI-CV MEMBER IN GOOD STANDING

CONTACT THE CAI-CV OFFICE

(760) 341-0559

admin@cai-cv.org

They can be reached at: kburnett@dsisecurity.com Cell phone 909-238-3827 3281 E. Guasti Rd Ste. 738 Ontario, CA 91761 (Coachella Valley office-coming soon) www.dsisecurity.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. CAI-CV.org

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15


IT’S A PLEASURE TO SERVE COACHELLA VALLEY’S HOAS —

BECAUSE WE’RE NEIGHBORS.

The Powerstone CV Team (left to right): Christina Egson, Holly Smith, Lisa Glogow, Wendy Cross

Since 1993 Powerstone has served HOA’s of all types throughout California and in the Coachella Valley with integrity, professionalism and an old fashioned neighborly smile. We treat our clients as if they were neighbors, because they are. We’re proud to announce that Lisa Glogow, AMS, CCAM was awarded the prestigious 2018 Portfolio Manager of the Year by the Community Association Institute (CAI) in Coachella Valley. Contact Lisa and discover how top-notch service, attention to detail and a willingness to do what it takes can help your HOA prosper. For more information visit www.powerstonepm.com. Or call Lisa at 760-469-4315.

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Quorum March, 2019


CAI-CV

2019 PLATINUM SPONSOR SPOTLIGHT

D

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

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

Subcontracting Division

Equipment Rental

• Full Service Oil Spreading

• 600 Gallon Seal Tanks

• Paving Fabric Installation

• 6,000 Gallon Yard Tanks

• Tack & Price Coat

• 6,000 Gallon Job Site Tanks

• Fog Seal

Manufacturing Division • OverKote® Seal & Crack Filler

• Oil Flow and Oil Spot Sealer

• SS1H Emulsion

• Latex Additives

• Paving Fabric Rolls

• Hot Soup Buckets

• Petrotac and Geotextiles

• Diamond Shield Fortifier

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

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

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17


MAINTENANCE

Understanding Risks and Liabilities: Managing Your Lake By Patrick Simmsgeiger

Y

ou have a body of water. Some call it a lake, some call it a pond and some call it a pain. Oftentimes, property owners build a pond or lake thinking that because natural lakes and ponds seem to fare well without any attention, their water feature will also. This tenet does not hold true for either body of water. Your water feature has strange, slimy globs of green stuff covering the surface, huge mats of a bizarre grass are floating up from the bottom, the water is pea soup green, two pumps have ceased functioning, the one remaining pump is making strange noises and the waterfall has slowed to a trickle. One problem hit, then another and another. First comes shock, then a frantic search for competent advice followed by confusion and frustration. Out of all the suggestions, not one recommendation is the same. Lastly, anger takes hold as the solutions, the causes, the methods of prevention and the cost of replacement and/or repair begin to sink in. In order to avoid those pitfalls, budget planning and maintenance scheduling input should be requested from your lake, pond or stream maintenance provider.

"By definition alone, the term 'deferred maintenance' means a property owner has allowed a property to deteriorate by putting off needed maintenance and/or repairs." 18

Quorum March, 2019

DEFERRED MAINTENANCE – WHY WOULD ANYONE WANT TO DO THIS? By definition alone, the term "deferred maintenance" means a property owner has allowed a property to deteriorate by putting off needed maintenance and/or repairs. Yes, this saves money, but the longer maintenance is deferred, the more the value of the property dwindles and the costlier it is to repair. Nowhere in any dictionary is deferred maintenance defined in a positive light. It is defined as allowing a property to deteriorate by postponing sensible but non-essential repairs. Or, needed repairs that have not been performed, subsequently declining the property’s value. Or, maintenance that was not done when it should have been, resulting in degradation of the property and value. In short, the term “deferred maintenance” is really a politically correct way to say, “I don’t want to spend the money to properly care for this water feature.” Regular aquascape maintenance, just like landscape maintenance, is necessary. If you want to keep a lake healthy and balanced and stay away from viewing your lake, stream or pond as a thorn in


MAINTENANCE

"These devices will still function as intended if regular maintenance is performed."

your side, regular maintenance of the aeration, the filtration, the aquatic plants, the water itself, and pest control is vital. • The better the aeration (air diffusion systems/ fountains), the fewer problems you’ll have with water quality, fish kill, algae and all those other pesky little nuisances. • Filters for drifting, floating pieces of debris will prevent clogs, and restricted water flow with regular pump maintenance. • Physical maintenance includes removing debris from nets, trimming and treatment of aquatic plants, weeds, or algae. • Biological conditioning through introduction of beneficial fish (mosquito fish, algae-eating fish, and catfish) and aquatic plants (Chara, Pennywort, Cattails) will benefit water clarity and quality if maintained. • Identifying any pests and utilizing method of proper removal. I mention all of these factors as I assume your lake, stream or pond utilizes all of them. The very bottom line for a healthy, aesthetically pleasing lake is good aeration, filters, pumps, skimmer baskets, physical maintenance, conditioning and pest prevention. On occasion, even the most beautiful water feature is going to have one or more of these problems. Even when serviced,

things do break. Unpredictable weather, power outages and unusual runoff contaminants will affect your feature. But, if regularly scheduled maintenance is performed you won’t find yourself spending a small fortune on purchasing new pumps, compressors, liners, shoreline borders, or aerators all at the same time. These devices will still function as intended if regular maintenance is performed. We’ve known properties to accept “deferred maintenance” for such an extended period of time that everything regarding the efficient and proper running of their aquatic environment needed replacement at the same time. The property owners had to take out a large loan to buy all new sump pumps, pump vault covers, 5hp pumps, electrical wiring and junction boxes, etc. This cost the homeowners tens of thousands of dollars. Had regular maintenance and proper budgeting practices been in effect, all this expensive repair could have been prevented. The moral to the story? Perform regular maintenance on your waterscapes, its pumps, compressors, electrical and all the other equipment that works together to keep your aquascape up and running and your lake, stream or pond will bring you far more pleasure than pain. Patrick Simmsgeiger is president of DWI, a Certified Lake Manager. He can be reached at (760) 837-3700. More information about lake maintenance is on their website: www.dwiwater.com.

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19


CHAPTER EVENTS

Educational Lunch Program & Mini Trade Show Are You Prepared for Rising Costs of HOA Services? | Friday, February 15, 2019

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Quorum March, 2019


CHAPTER EVENTS

KYLE GRITTERS Manager of Support Services Vintage Landscape & Vintage Associates

KAREN SLOAT, ESQ. Law Office of Karen J. Sloat, APC

GRETCHEN GUTIERREZ Chief Executive Officer Desert Valley Builders Association

KEITH LAVERY SVP & Chief Financial Officer Associa Desert Resort Management

THANKS TO OUR SPONSORS PROGRAM SPONSORS AMS Paving Animal Pest Management Ben's Asphalt BPR Inc BRS Roofing C. L. Sigler & Associates Conserve Landcare Diversified Asphalt Products Flanders Painting Flood Response Horizon Lighting NPG Asphalt O'Connell Landscape Maintenance Pacific Western Bank Prendiville Insurance Agency Roof Asset Management Roseman Law, APC SBS Lien Services SCT Reserve Consultants Shetler Security Three Phase Electric Western Pacific Roofing

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21


FEATURE

How To Get a Great Reserve Study

COMPONENT SELECTION: NATIONAL RESERVE STUDY STANDARDS If you’ve had a reserve study prepared by an independent, credentialed reserve professional (an “RS” or Reserve Specialist), your reserve component list should only need minor adjustments annually. Even so, review that component list in light of the following National Reserve Study Standards four-part test. Make sure that every component on the list is: 1. A common area maintenance responsibility

By Kevin Leonard, RS

2. With a limited useful life 3. With a predictable remaining useful life, and

QUALITIES OF A GREAT RESERVE STUDY Everybody wants a great reserve study. But what does that mean? Let me suggest a list: • All the “right” components on your reserve component list (none missing that should be on the list, and none on the list that should be handled in the operating budget) • Accurate estimates of useful life (UL) and remaining useful life (RUL) • Accurate estimates of repair/replacement costs ($) • An accurate projection of the starting reserve balance ($) • A funding plan that allows for the timely repair and replacement of all the items on the component list • Documentation of onsite observations (pictures, descriptions, evaluations)

4. With a repair or replacement cost above a minimum threshold of significance This will be your best way to make sure you are reserving for all the “right” components.

INFORM YOUR RESERVE STUDY PROVIDER OF RECENTLY COMPLETED PROJECTS Any recent reserve projects which have been completed by the association should be reflected in your reserve study. Some associations maintain a “reserve projects” folder, where receipts and proposals are filed. This information helps ensure accurate estimates for useful life, remaining useful life, and current repair/replacement costs. If a roof is replaced for $100,000 this year, the replacement costs in your current reserve study should reflect your actual costs. If your reserve specialist is not informed of this expense and updates your reserve study showing the roof as having one more year of remaining useful life with an estimated replace-

"If you’ve had a reserve study prepared by an independent, credentialed reserve professional (an 'RS' or Reserve Specialist), your reserve component list should only need minor adjustments annually." ment cost of $80,000, the study will not be an accurate snapshot of the community. Both the percent funded and recommended monthly reserve contribution calculations will be affected by inaccurate component information. Learning from the actual projects at your association is the best way to help improve the accuracy of your useful life, remaining useful life, and replacement cost estimates.

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PROVIDE YOUR RESERVE STUDY PROVIDER WITH VENDOR INFORMATION Providing your reserve specialist with a list of the association's vendors will allow for vital information to be passed on from vendors who have regular access to the association's reserve components. These vendors provide valuable information concerning the condition of and cost to replace specific components. An example would be a pool vendor who could provide information about a pool filter that, while not leaking and not rusting, is simply not functioning properly and needs to be replaced. The pool vendor could inform the reserve specialist that a different type of filter is needed and what the cost would be for replacement. Another example would be an asphalt vendor who could provide information on the needs of the community, whether a seal coat is all that is needed or a more substantial project like a petromat overlay or rebuild of the streets and driveways.

YOUR END-OF-YEAR RESERVE FUND BALANCE Estimating your end-of-year reserve balance requires the involvement of the board and management. Management typically has the most recent bank statements, knowledge of any outstanding payments needed to be made from the reserve fund, and a realistic expectation of whether budgeted reserve contributions will actually be made through the end of the year. It is that combination of actual balance, projected expenses, and projected income to the reserve fund that will ensure a realistic and accurate fiscal year-end reserve balance. The accuracy of this computation is essential, as it will affect the percent funded calculation and possibly the recommended monthly reserve contribution. Timing is also an important factor in the reserve study process. Ideally, the recommended monthly reserve contribution should be reflected in the budget. The CAI-CV.org

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23


FEATURE study should therefore be completed before the draft budget is completed. For communities with a December 31 fiscal year end, bids for preparation of the reserve study should be obtained in early summer and the process started in July or August. The best-case schedule scenario is shown below: Jul- Aug: Obtain bid for reserve study Sep- Oct: Reserve study is completed Oct-Nov: Budget is approved Nov: State disclosures are sent out (required) This schedule allows management and the board to review the study and request possible revisions. The worst case scenario is that the association needs a reserve study and is frantically seeking bids in early November. That situation will lead to the reserve study being expensive, rushed, and possibly too late to be utilized in the budgeting process.

RESERVE STUDY FUNDING PLANS: NATIONAL RESERVE STUDY STANDARDS Finally, what makes a great funding plan? National Reserve Study Standards require a funding plan be based on four principles:

• that it provide adequate funds when needed • that it provide budget stability from year to year • that it fairly distribute the contributions among the owners, over the years, and • that it be fiscally responsible. These principles ensure that the funding plan is not based on the expectation that future owners will carry more than their fair share by burdening future owners with a special assessment for assets that deteriorated well before they became owners in the association. A great funding plan also does not recommend reserve contributions that are too low to be sustainable, favoring current owners. Ideally, reserve contributions should correlate to the current rate of deterioration of the reserve assets – effectively offsetting their ongoing deterioration. In this way, current owners fairly pay for the deterioration of the common areas they are “using up” during the time they own a home at the community association.

"...historically low interest rates earned on reserve funds do not help to offset inflationary increases." There should be an anticipation that the reserve contribution will increase annually. The desire not to increase assessments is understandable, but should not be confused with the needs of the association. Unfortunately, $300 a month is not worth what it was 15 years ago. If increases have not been made over that 15-year period, the community has been taking steps backward as the value of the dollar decreases. Further, historically low interest rates earned on reserve funds do not help to offset inflationary increases. The above principles require the involvement of the experienced reserve study professional, the community association board and management. A “great” reserve study is the result of refinements year after year, so that it accurately reflects the current physical and financial state of the association, and provides accurate budget guidance to the board and management. Kevin Leonard is a credentialed Reserve Specialist, an Educated Business Partner of CAI and is the president of Association Reserves Inland Empire. He can be reached at (909) 906-1025 or KLeonard@Reservestudy.com and online at www.Reservestudy.com

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CREATIVE | BRAND | CONSULTING

(714) 293-3749 BissellDesign.com

Licenses #664779

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 CAI-CV.org

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A MANAGER'S TECH TODAY PERSPECTIVE To schedule a meeting requires at least one participant to have the GoToMeeting app downloaded on his smart device. Downloading the app adds an icon to your device and it will also place an extension icon in your calendar’s toolbar. When you open GoToMeeting, the screens are easy to maneuver. A meeting organizer needs to set the meeting up for others to join. You can use your phone or computer to schedule a meeting either by entering information into the app or by clicking on the GoToMeeting tab in your calendar. Using the calendar extension is simple. When adding an event to your calendar, the event pop-up appears. Within this pop-up, an option will appear to make this an online G oTo M e e t i n g event with the click of a tab. You will see an online link to give participants attending using a smart device and Wi-Fi. For those not accessing via computer, a dial-in phone number and access code are provided. You can invite participants directly from your calendar or you can copy the information and insert into an email or newsletter. Whoever has the meeting link can attend via smart phone, desktop, laptop, or tablet-type personal computer. Those who don’t have internet access can still attend using the dial-in number and access code. Only the meeting organizer must have GoToMeeting on his device.

Don’t Go Dark, GoToMeeting By Lannie Runck

D

oes your association board go dark during certain months of the year because board members cannot meet face to face? Does board business get postponed? Do you face a mountain of work when you return to the desert? Thanks to new technology, boards can now continue to work even if some or all the board members are away from their desert homes. You can continue to keep your normal designated meeting place and even include residents who wish to participate in an open forum during the meeting. Using a simple online video/teleconferencing application, such as GoToMeeting, makes it easy to carry on the duties of your board. All you need to participate is a smart device with a camera and an internet connection. Imagine attending a board meeting using your smart phone with free Wi-Fi at Starbucks. If you don’t have a Wi-Fi or a smart device, don’t worry; you can attend (without a camera) by calling in to the GoToMeeting conference line. GoToMeeting and other online

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conferencing applications allow a group of people to participate in a meeting from anywhere, using an internet connection and a smart phone, desktop, laptop, or tablet type personal computer. These meeting applications allow for real-time audio and video interaction and even offer the ability to present formatted information such as documents, pictures, or slide show presentations. Our association is using GoToMeeting but there are other applications to

"USING A SIMPLE ONLINE VIDEO/TELECONFERENCING APPLICATION, SUCH AS GOTOMEETING, MAKES IT EASY TO CARRY ON THE DUTIES OF YOUR BOARD." explore. Try Googling “video conferencing” or “meeting software” and you will find other options. Not only does this software allow board members to meet, it also makes board meetings more transparent to your membership. Association members can attend online meetings from the comfort of their own home and even ask questions during an open forum.

Participants do not have to download any applications to attend the meeting. The meeting organizer can start a meeting from anywhere there is an online connection. For board meetings, you will want to have at least one board member or someone designated by the board at the physical location of the meeting, but it does not need to be the organizer.


If you end up with some participants attending via GoToMeeting but still have a room full of association members, you can attach an external microphone and speakers to make sure everyone can hear and participate. You can even plug in a large screen TV for large groups. Video tele-conferencing applications are very cost effective. They allow people from virtually anywhere to attend and participate in a meeting without being physically present, eliminating unnecessary travel and providing a way for boards to avoid going dark. Some video teleconferencing applications are free but the ones that charge are relatively inexpensive. While all of these applications deliver similar technology, they differ on dependability, application capabilities, and the numbers of attendees that can participate. GoToMeeting, for instance, costs approximately $40.00 a month. That includes the software for one organizer and allows up to 150 people to attend. GoToMeeting offers various packages and even has a 14-day trial offer. Our board and committees have used GoToMeeting for the past year and have found it to be very beneficial. We have four out of five directors who leave the desert during the summer months, but we can still meet to conduct efficient and effective monthly board meetings. We no longer go dark and our homeowners can enjoy participating from our clubhouse or the comfort of their homes. Video teleconferencing has been a great improvement for our association. If you are frustrated about your association going dark for the summer or holidays, consider trying out this new technology. Lannie Runck is the past president of the Mountain View Villas Homeowners Association, serving in that position for three of his four years on the HOA's Board of Directors. While on the board he was also the chairman of the Architectural Committee and the Strategic Planning Committee. He is a retired military veteran who spends winter months in Rancho Mirage. If you have questions about GoToMeeting, Lannie can be reached at (701) 741-2416 or by email at lannine.runck@gmail.com.

MONTHLY

the Palm Springs ÂŽ

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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27


HOA LAW

Short Term Rental Comparison Chart WHY AND WHEN ASSOCIATIONS WOULD NEED TO REFERENCE THE CITY MUNICIPAL CODES REGARDING SHORT TERM RENTALS

S

hort term rentals continue to be a current hot topic for homeowner associations. From problem tenants to increased noise and parking, adequate rules governing short term rentals and properly adopted enforcement policies are key to maintaining peaceful neighborhoods. Many associations prohibit short term rentals, requiring a minimum 30-day rental. If your association is struggling with problem tenants as a result of short term rentals, even if your association’s governing documents do not provide much relief, notifying the city or county of the short term tenant is a good place to start. While an association cannot enforce the municipal code, it can provide the city or county with information needed for city or county enforcement. Therefore, it is important to be aware of the applicable city or county municipal codes regarding short term rentals. This updated comparison chart provides the most current regulations for short term rentals. Note, the short term rental hotlines provided by all cities and Riverside County have changed in the last few years. Also, most of the city and county fines related to short term rentals continue to increase and many of the cities recently increased the registration, permit and licensing fees. Because these regulations frequently change, it is important to periodically check with your local municipality for the current short term rental regulations.

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By Jennifer James, Esq.

Riverside County (unincorporated areas)

La Quinta

Palm Desert

Ordinance No.

927

572

1332

Short term rental defined

30 days or less

30 days or less

27 days or less

Owners required to give Good Neighbor brochure to tenants

Yes

Yes

Yes

Must provide proof that HOA permits short term rentals

No - Owner is responsible for abiding by HOA short term rental rules

No - Owner is responsible for abiding by HOA short term rental rules

No - Owner is responsible for abiding by HOA short term rental rules

Responsible Party response time requirements for complaints

Must respond within 60 minutes

Must respond within 45 minutes

Must respond within 30 minutes

Fees

1st time registration - $250 Annual registration - $100

Business License Fee - Varies from $22 - $217 (depending on growth revenue) Annual permit fee - $110 per vacation review unit Inspections to review discrepancies - $106 per hour

Annual application fee - $29 per property R1 and R2 Zones (mostly non-gated, South Palm Desert) - no new permits granted

Transient Occupancy Tax (TOT)

10%, Riverside County Ordinance No. 495; The Treasurer Tax-Collector shall be responsible for enforcement

10% due prior to the last day of the month following close of the reporting period. File with the City’s Design and Development Department.

11% due prior to the 1st day of the 2nd month following close of the reporting period

Advertising

No prohibition on location of advertising. All advertisements must have the registration number

No on-site advertising; Must include business license and permit No. on the advertising materials.

No on-site advertising; Must include business permit on the advertising materials.

Minimum # of days

2 days and 1 night

No minimum

3 days and 2 nights

Permitted # of overnight guests

Based on state and federal laws - Must have one room with at least 120 sq ft and bedroom with at least 70 sq ft. If more than 2 in a bedroom, must have at least 50 sq ft larger for every additional occupant (California Housing Laws)

0-6 bedrooms: 2 per bedroom, plus 2 7 bedrooms: 14 guests 8 bedrooms: 16 guests 9 bedrooms: 18 guests

2 people per bedroom w/ maximum of 20 people

Fines

Riverside County Ordinance No. 725 Each day a violation is committed or continues shall constitute a separate offense. Violations shall be treated as a public nuisance and strict liability regardless of intent 1st offense - $100, 2nd offense - $200, 3rd offense - $500

$500 - $5,000 per violation occupancy/noise/parking - $500, $1000 2nd, 3rd $1500, short term without permit 1st $1000, 2nd $1500, 3rd $2000; special event without special event permit 1st $5000, 2nd violation $5000

1st Citation: $1,000 2nd Citation w/in 12 months: $3,000 3rd Citation w/in 12 months: $5,000 and immediate revocation of permit for 2 years. $5,000 fine for operating short term rental without a valid permit

(760) 777-7157

During business hours, call Code Compliance at (760) 346-0611 or short term rental hotline at (760) 862-6900. After 1 a.m., call the Palm Desert Police Department at (760) 836-3215.

Hotline

(888) 223-5051


HOA LAW Jennifer James, Esq. is Of Counsel to Green, Bryant & French, LLP and has been providing legal services to common interest communities for more than 15 years. Ms. James can be reached at (760) 565-5889 or Jennifer@JenniferJamesLaw.com.

Indian Wells

Indio

Rancho Mirage

Cathedral City

Palm Springs

710

1665

1139

781

1918

Less than 30 days

30 days or less

27 days or less

30 days or less

28 days or less

Yes

Yes

Yes

No

Yes

No

Yes - Owner must provide letter from HOA

No

Yes - Owner must provide letter from HOA

Yes

Must provide 24/7 emergency contact info. Must respond within 60 minutes

Must respond by phone within 15 minutes and in person within 45 minutes

Must respond within 45 minutes

Must respond within 45 minutes

Must respond by phone within 15 minutes and in person within 30 minutes

Annual registration and renewal fee - $923.00 TOT Permit - $25.00

Business License Fee - $89 Permit Fee per unit- $159

Business license and permit minimum $189 Renewal fee - $84

Annual fees: $429

Annual registration fee for new and renewal permits - $415 Annual fire/safety inspection - $50 Business License - $34 for first unit, $20 processing fee for new applications, renewal $7, $4 state tax fee for any transactions

12.25% due no later than 30 days after the end of each quarter ending March 31, June 30, Sept 30, and Dec 31

13% due by the end of the month following the quarter ending April 30, July 31, Oct 31, Jan 30

10% due monthly on all registered property whether or not the property is rented in a given month

12% due by the end of the month following the month the TOT tax became due

No on-site advertising; Must include permit number and number of occupants on all advertising materials

Must have a business license prior to advertising

No on-site advertising permitted

Must include business license number on all advertising materials

No advertising during the registration period; City ID number must be on all advertising materials

no minimum

no minimum

no minimum

no minimum

2 per bedroom, plus 2

2 people per bedroom (older than 3 years). The number of children 3 years and younger shall not exceed half of the permitted total number of occupants

2 people per bedroom

2 people per bedroom, plus 2 minor children (age 12 or younger)

$500 - $10,000

(760) 322-8383

11.5% due on the 1st day of the month City Hall is open. TOT return must be filed monthly even if no tax is due.

HOA must opt out of minimum stay requirements. Non-HOA communities - minimum 29 nights & minimum 7 nights for tennis tournaments.

2 people per bedroom (excluding children age 6 & younger)

Tenant: 1st offense - warning, 2nd offense $500, 3rd & subsequent offenses $1,000. Owner: 1st offense - $2,500, 2nd & subsequent offenses - $5,000 per violation plus permanent revocation of business license and permit. No license/permit - $5,000

$500 - no business license

$1,000 - $5,000

Up to $5000 per violation no permit $500 - failing to respond to calls or complaints $250 - $1,000 - violation of noise, occupancy, parking, trash

(760) 834-7788

(760) 541-4222

(760) 833-7999

(760) 883-1800

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SAVE THE DATE

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Quorum March, 2019

SCHOLARSHIP EVENT SPONSOR AVAILABLE CLAC SPONSOR AVAILABLE


FEATURE

Sun City Shadow Hills Community Podcast

going on. Also, we have many seasonal residents. Since podcasts can be heard anywhere in the world, it is easy for them to stay informed when they are not here. My second purpose is to promote our community to potential buyers and renters. My ideal scenario is once a realtor finds someone who is interested in this community, he tells them to subscribe to the podcasts so that they learn what is going on in the community before they come. I think this would give us an advantage over our rival communities. In addition, residents can forward the podcasts to friends they would like to see move here. This is a work in progress. Those two purposes are shared by every community in the Desert. Everyone would like to inform their residents and promote their community to prospective buyers. This is an inexpensive way to do it, and podcast awareness is growing every day. The primary demographic is young and wealthy. However, older people will

By Robert Firring

B

y way of background, I spent most of my career selling municipal bonds, a product that is purchased by old, wealthy people. I have extensive experience dealing with retired people, and I observed that most were not very happy despite not having any financial worries. That observation changed when I met some people living at Sun City Palm Desert in the 90s. They seemed so happy, engaged with their community, and happy with the new friends they made. I made a mental note to investigate this lifestyle for myself when I was old enough. I purchased a small home at Sun City Shadow Hills in 2011, just to make sure I still liked the lifestyle. I did and have been here ever since. I listen to lots of podcasts, and it occurred to me that I could do one just focused on this community and the Coachella Valley. I began in 2016 and have recorded around 150. Although growth was very slow at first due to the age of my audience, we are now approaching 20,000 total downloads.

EVERYONE WOULD LIKE TO INFORM THEIR RESIDENTS AND PROMOTE THEIR COMMUNITY TO PROSPECTIVE BUYERS. THIS IS AN INEXPENSIVE WAY TO DO IT, AND PODCAST AWARENESS IS GROWING EVERY DAY. Podcasts are cheap to produce and easy to do. The only limitation is the podcaster’s imagination. Our total investment was less than $300. We have two microphones and one sound mixer. We record on Apple GarageBand on a laptop and distribute them through our website and the iTunes store. If these terms are not familiar, any of your young employees can fill you in. You can start by recording them on your phone. I have two purposes in doing these. The first is to inform our residents about the goings on here. We have around 7000 residents, so it is impossible to keep everyone informed. I interview the president of the board regularly and the presidents of the many clubs we have here. This helps residents learn what’s CAI-CV.org

learn if they see the benefit. I invite you to tune in and listen. The address is www.scshca.com. You’ll see a blue line at the top of the page. The podcast section is the second from the right. Look for the interviews I did with Bruce Latta, one of your members. Heck, go ahead and subscribe if you use an Apple device. The price is right (free), and it will stimulate your imagination Direct web link to podcast page: https://w w w.scshca.com/categor y/ podcast/ Robert Firring is a Sun City Shadow Hills resident and podcast creator. He can be emailed at rfirring@aol.com.

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Quorum March, 2019


FRIDAY MARCH 29, 2019 5:30 P.M. – 8:30 P.M. SHIELDS DATE GARDEN 80225 HWY 111, INDIO (AT JEFFERSON & HWY 111)

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BMW SPONSORS Riesling Sponsors Workshop Sponsor Allied Universal Fiore Racobs & Powers, A PLC Asphalt MD’s Name Tag Sponsor Fiore Racobs & Powers, A PLC Asphalt MD’s Frazier Pest Control, Inc Scholarship Sponsor Wine Stopper Sponsor Cooper Coating, Inc. DSI Security Systems CLAC Sponsor Wine Coaster Sponsor AVAILABLE Allied Universal Cocktail Napkin Sponsor AMS Paving B Scholarship Sponsor M LaBarre/Oksnee Insurance Agency W Friends of CLAC Sponsor AVAILABLE

33


FEATURE

Maintaining the Assets of Your Association IS YOUR ASSOCIATION PROACTIVE OR RE-ACTIVE? By Rob Winkle

R

oofing systems are one of the most expensive components of a building. Replacement costs are ever increasing and generally one of the largest components of a homeowners association's budget reserve study. Whether the roofing systems are covered by the homeowners association or the responsibility of the individual homeowners, the roofing system is truly an asset. Managing a roof as an asset with a well-designed and professionally implemented maintenance program as opposed to crisis management will extend the serviceable life on any roofing system. Many homeowners associations CC&R’s require that the exterior of the buildings be maintained. This includes the roof system. Most material manufacturers require that annual roof maintenance be performed in order to satisfy any manufacturer’s warranties. Although the roof is one of the most important components of a building, it is often “out of sight out of mind.” Roofs not only protect the building itself from the elements, they protect the contents of the home from sustaining water damage. Our harsh desert climate is particularly hard on roofing systems and is one of the greatest causes of roof failures. The expansion and contraction with the extreme temperature changes of building components create splits, tears and breakdown of seals that often result in roof leaks.

34

Quorum March, 2019

Performing annual maintenance will reduce or eliminate disruptive leaks from ever developing. In most cases interior repairs after a leak occurs is the homeowner’s responsibility. With the implementation of a roof maintenance program, the fiduciary duty of the board of directors is in most cases satisfied. Every roof system is different. Many projects have multiple types of roofing systems on them. Having a comprehensive maintenance program that is specifically developed to maximize the serviceable life of the existing roofing systems on each project is essential. Roof system maintenance contracts and specifications should be very detailed and include all work that is to be performed. The success of a maintenance program is directly related to the scope of work performed. For instance, while cleaning the debris off the roof is a key component to a roof's longevity, it is not necessarily what will prevent leaks from developing. Every roofing system is comprised of many different elements and materials. The field area of a roofing system is generally not where leaks occur. The majority of leaks occur at detail areas or roof penetrations. Where pipes, vents, skylights, drains and other building components penetrate the roofing system, there is generally a soft flexible seal. The material used to seal the detail areas of the roof as well as the penetrations is different than the field roofing material.


FEATURE

Generally, what the material provides with flexibility it loses in longevity. Having all the roof penetrations inspected and repaired or replaced once a year is the most important part of any maintenance program. Every maintenance program should include a maintenance checklist for each building for all work performed. The checklist should include the following: 1. Debris removed from the roof.

2. All pipes and vents inspected. Noted whether any were repaired or re-sealed.

3. All base angles and roof-to-wall surfaces inspected. Noted that repairs were completed.

4. All skylights inspected. Noted cracked or weathered. 5. All drains and scuppers inspected and repaired or re-sealed.

6. All drains inspected for drain covers and replaced if missing.

7. The field surface of the roofing system inspected for damage and repaired as necessary.

8. Replace any missing or broken tiles. 9. Note any structure damage or immediate roofing concerns. 10. Note any tenant improvements. Added vents, pipes, skylights and additions.

11. Note any overhanging trees or foliage that can adversely affect the performance of the roofing system. Tile roofing systems, for example, may be clay or concrete tiles and even new composite materials. The tiles will last for a very long time, however the water-proofing component of a tile roofing system is the underlayment. The underlayment may be made of many different types of material and has a life expectancy here in the desert of approximately 25 years. The tile serves as a primary water-shed as well as the aesthetics of the system. The tile protects the underlayment from ultra-violet degradation. If the underlayment is exposed for a length of time it will break down and fail. Having broken or displaced tiles replaced once a year is important to protect the underlayment.

Insurance: Many associations have made the mistake of hiring their landscapers or handymen to clean the roofs. This puts the association at great risk. Most insurance companies do not cover workers performing tasks above the height of eight feet. Although a company may have insurance, that does not necessarily mean that their employees are insured to work on the roof. If an unfortunate accident occurs, the responsibility may be on the HOA. Roofing contractors’ insurance rates are very high due to the nature and danger of the industry. A quality roofing contractor will have a safety program in place to educate and train workers. An annual roof system maintenance program should be included in every budget reserve study. The information gathered from year to year will help determine the remaining serviceable life of the existing roofing systems. The roofing contractor can provide the information to the HOA and/or reserve study companies for budget planning. Although a maintenance program is a essential, it is not a cure-all. It is important when selecting roofing contractor that several factors be considered. A local roofing contractor can respond to leaks or damage that may occur. The roofing contractor selected to perform the maintenance should have a full-time service department. Often out-of-town contractors are willing to complete larger projects but do not have the capability to respond to leaks or emergencies that may develop in a timely fashion. The cost for a comprehensive maintenance program is inexpensive. The benefits of having a program in place are tremendous. As corny as it sounds, we believe so strongly in the preservation of existing roofing systems that we named our company Roof Asset Management Inc. Rob Winkle is the Vice President of Roof Asset Management Inc. Rob has been in the roofing industry for over 36 years. He currently serves as vice president of the board of directors of the Western States Roofing Contractors Association. Rob is also a past president of CAI-CV. Rob can be reached at (760) 831-9999 or by email to rob@ramroofmgmt.com.

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EVENTS

2019 CAI Community Association Board Member Education CAI-CV EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOWS Palm Valley Country Club, 39205 Palm Valley Dr, Palm Desert 11:15 a.m. to 1:30 p.m. $32 Member | $42 Nonmember | Includes Lunch, Free Parking • Friday, March 8, 2019, Ask the Attorney

BOARD BASIC TRAINING CAI-CV Classroom, 75-410 Gerald Ford Drive, Palm Desert Includes sandwiches, chips & beverages | Free with Registration • Tuesday, April 9, 2019, 5:30 p.m. to 7:00 p.m. – Emergency Management

• Friday, April 19, 2019, HOA Insurance Best Practices

• Tuesday, May 14, 2019, 5:30 p.m. to 7:00 p.m. – Code of Conduct/Ethics

• Friday, May 10, 2019, Everything You Need to Know About Reserve Studies

• Tuesday, June 11, 2019, 5:30 p.m. to 7:00 p.m. – Annual Calendar & Maintenance Matrix

• Friday, June 14, 2019, HOA Budgeting

• Tuesday, September 10, 2019, 5:30 p.m. to 7:00 p.m. – Succession Planning

• Friday, September 20, 2019, Building Harmonious Communities • Friday, October 11, 2019, How Boards Get in Trouble • Friday, November 15, 2019, Legislative Update

ASK THE ATTORNEY PROGRAM Friday, March 29, 2019, 3:30 p.m. to 5:30 p.m. Shields Date Garden, Auditorium, 80225 CA-111, Indio Includes Wine Tasting & Silent Auction Members $10 |Nonmembers $20

• Tuesday, October 8, 2019, 5:30 p.m. to 7:00 p.m. – Understanding Management Contracts • Tuesday, November 12, 2019, 5:30 p.m. to 7:00 p.m. – Efficient Board Meetings

BOARD LEADERSHIP DEVELOPMENT WORKSHOP – CERTIFICATE COURSE Friday, December 6, 2019 8:00 a.m. to 5:00 p.m. Venue to be Determined – Members $95 includes reference books, breakfast, lunch, wine reception

ADVANCED EDUCATION (CALL CAI-CV AT 760-341-0559 FOR MORE INFORMATION) M100-Essentials of Community Management November 21-23, 2019 CA Common Interest Development Law Course Friday, July 26, 2019 Friday, October 17, 2019

BOARDS CAN JOIN CAI FOR EDUCATION AND RESOURCES FOR ONLY $250 PER YEAR, FOR UP TO 15 BOARD MEMBERS, COMMITTEE CHAIRS AND OTHER HOME-OWNER VOLUNTEERS – SIGN UP AT CAIONLINE.ORG 36

Quorum March, 2019


Welcome Aboard a New Manager By Susan Browne Rosenberg

WATER WISE

CVWD Continues Turf Rebate Program

C

Daniel Goodrich, CMCA, AMS, PCAM, CCAM-LS, CCAM-AR has recently joined CAI-CV. Dan has been an onsite manager of Sierra Dawn Estates HOA, a 55+ community for the past 18 years. Sierra Dawn Estates is a large active adult community located in the San Jacinto Valley at 950 S. Lyon Ave, Hemet, CA 92543. All 1,474 lots are mobile homes and are privately owned. He told Quorum Magazine that he has had the best 11 years of his life with his wife Ruth. They have two pets: a golden retriever (Charlie) and a Maltepoo (Daisy). When time permits, Dan enjoys playing golf and he is a serious Angels baseball fan. Daniel can be contacted at 951-925-6502 or dan@sierradawnestateshoa.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.

oachella Valley Water District continues to offer $2 per square foot of turf removed for eligible customers who replace sprayirrigated lawn with drip-irrigated desert-friendly landscaping. For residential customers, the program pays the incentive up to a maximum of 10,000 square feet per project, or $20,000, for new landscape conversions. Desert-friendly plants must cover a minimum of 25 percent of the new landscaped area at maturity. Conversion projects must be pre-approved before work begins. For HOA and commercial customers, CVWD rebates are available at $2 per square foot up to a maximum of 25,000 square feet per project. Applications for this program should be made online and will be reviewed on a first-come, first-served basis. These conversion projects also must be pre-approved to be eligible for a rebate. “The landscape rebate program offers customers a way to defray the cost of converting to beautiful desert-friendly landscaping and will provide long-term costs savings in water bills,” said Katie Evans, director of communications and conservation for CVWD. Customers are eligible to apply for additional landscape rebates to remove up to 10,000 square feet of turf each program year (July 1-June 30). If you previously converted part of your yard, you may want to reapply for another rebate. Projects are funded on a first-come, first-serve basis as long as funds are available during the program year. More eligibility criteria include: • Participant must be a CVWD account holder. • Customer must have a fully functioning irrigation system run by a working irrigation controller. • The customer’s account must be in good standing. Applicants must complete and sign a rebate application and submit a landscape plan for each area to be converted. Among other matters, the plan must include: approximate square footage, plant list and quantities and plant and valve locations. A CVWD representative will review the project site before work begins and when the conversion is complete. Multiple projects require separate applications. Applications are available online at www.cvwd.org/rebates or they may be picked up at CVWD’s Water Management Office, 75-525 Hovley Lane East, Palm Desert. CAI-CV.org

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REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS

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Quorum March, 2019

PWLC II, Inc. has been providing quality landscaping services to Southern California clients since 1977. Our Palm Springs office employs more than 100 landscape professionals. Our company specializes in “High End Landscape and Golf Course Maintenance Service.” In addition to our Landscape and Golf Maintenance Divisions, we also have a Commercial Tree Division and a Landscape Construction/Enhancements Division. We are fully licensed and insured carrying in excess of $2 Million in Liability Insurance. Our licenses and credentials include a C27 Landscape Contractors License, a California Pest Control License and we retain a “Certified Arborist” on staff. For more information please contact us today at 760-323-9341 or by email at pwlc92262@hotmail.com.


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

TURQUOISE IS FOR LOCAL EVENTS CAI-CV’s Board Member Workshop (for board members) WHEN: Friday, March 29, 2019, 3:30 p.m. W HERE: Shields Date Garden, Indio (theater) 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

APRIL

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

CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, April 5, 2019, 8:30 a.m. W HERE: CAI-CV Classroom, Palm Desert CAI’s Day at the Capitol (for all members) WHEN: Monday – Tuesday, April 8 – 9, 2019 W HERE: Hyatt Regency Sacramento, State Capitol

CAI-CV’s Board Basic Training (for board members)

WHEN: Tuesday, April 9, 2019, 5:30 p.m. W HERE: CAI-CV Classroom, Palm Desert CAI’s M-202 Communications (for managers)

WHEN: Friday, April 12, 2019 W HERE: Santa Ana CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, April 19, 2019, 11:15 a.m. W HERE: TBD CAI-CV’s Annual Spring Golf Tournament (for all members) WHEN: Friday, April 26, 2019 W HERE: Desert Princess Palm Springs

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GOLD________

AMS Connect Automation Pride Ben’s Asphalt, Inc. BRS Roofing Delphi Law Group 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, APC 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.

Profile for CAI-Coachella Valley Chapter

Quorum March 2019