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FEBRUARY 2020

FEBRUARY 2020

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW FRIDAY, FEBRUARY 21, 2020 ASK THE ATTORNEY FEATURING 10 Victoria Falls 14 Take Care of Landscape Trees Today for a Greener Tomorrow! 24 8 Ways You Can Ensure Safety When Using Rideshare Apps

SEE INSIDE FOR DEPARTMENTS POOLS, SECURITY, MAINTENANCE


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

License # 473996

Your Local Go-To HOA Contractor INSURANCE SERVICES 24hr Emergency Service Mold Remediation Fire & Water Restoration Slab Leak Repairs

24/7

HOA SERVICES

• Wood Repair • Concrete Repair • Pool Deck Coatings • Club/Guard House

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

www.VantagePointConstruction.com

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

AC NTR O C NO

TS!

#1

In Customer Service

Family Owned & Locally Operated

CAI-CV

EDUCATED BUSINESS PARTNER

AL • HOA'S COMMERCIAL • RESIDENTI

760-328-6115 68920 Adelina Rd, Cathedral City, CA 92234 FrazierPestControl.com • Lic. # PR5204

ANTS • ROACHES • TERMITES • RODENTS • SPIDERS • BEES/WASPS • PIGEON PROOFING

Remodeling pools and Backyards since 1969 Quality work at a fair price

In high school, Mike was caught digging a pool behind the football field… by hand!Today he remodels pools! Was there ever any doubt?

Lic #896061 C-53 2

Quorum February, 2020


GURALNICK & GILLILAND LIC. #493686 | INSURED

(760) 341-4345 • • • •

_________________________________________________________________________________________________

• Corporate Counsel •

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

• Legal Opinions

• Assessment Lien and Foreclosure

• • Fees Paid by Delinquent Homeowner • Detailed Monthly Status Reports

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

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

40004 Cook St. Suite 3 Palm Desert, Ca www.gghoalaw.com Phone: (760) 340-1515 Fax: (760) 568-3053 For a Copy of our Legal Update Contact Melissap@gghoalaw.com

Visit us online for more information

www.FlandersPainting.com

CA LIC. #907600 AZ LIC. #286198

www.brsroofing.com

•Landscape Management •Arbor Service •Landscape Design •Landscape & Hardscape Installation •Water Conservation Specialist •Growers of Exotic Palms & Desert Accents

We value and respect your landscaping investment and are dedicated to you and your satisfaction.

Phone: 760- 343-0162 • Fax: 760-343-4804 P.O. BOX 265 Thousand Palms CA 92276 Email: office@proland-inc.com

www.prolandscapingca.com CAI-CV.org

facebook.com/CAICV

@CAI-CV

3


ADVERTISERS Community Legal Advisors Inc. COMMUNITY ASSOCIATION ATTORNEYS

ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP...............................................3

ASPHALT AMS PAVING................................................................37 ASPHALT MD'S............................................................13

ATTORNEYS COMMUNITY LEGAL ADVISORS INC..............................4 FIORE RACOBS & POWERS, A PLC................................6 GREEN BRYANT & FRENCH, LLP..................................13 GURALNICK & GILLILAND, LLP......................................3

BANKING

Serving Orange County, San Diego County, Inland Empire and Coachella Valley

Toll Free 833.938.1877 AttorneyforHOA.com

CIT.................................................................................6

CONSTRUCTION Assessment Collection General Counsel • ADA & DFEH Compliance • Timely Status Reports • Responsive Paralegals • CC&R & Bylaw • Collectibility Analysis Amendments • Judicial or Non-Judicial • Architectural Matters • Contracts & Insurance Foreclosures • Money Judgment • Elections & Recalls • Employment Law Lawsuits • Small Claims Assistance • Legal Opinions • Post Judgment Recovery

VANTAGE POINT CONSTRUCTION INC...........................2

DESIGN BISSELL DESIGN STUDIOS, INC...................................37

GATES & GARAGE DOORS AUTOMATION PRIDE....................................................43

LAKE MANAGMENT DWI................................................................................2

LANDSCAPING CONSERVE LANDCARE ...............................................43 PRO LANDSCAPING, INC................................................3 PWLC II, INC. ..............................................................21

MANAGEMENT COMPANY ASSOCIA DESERT RESORT MANAGEMENT.................42

PAINTING FLANDERS PAINTING INC..............................................3

PEST CONTROL FRAZIER PEST CONTROL, INC.......................................2 POWERFUL PEST MANAGEMENT................................43

POOLS GARDNER OUTDOOR AND POOL REMODELING.............2

REALTORS PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS................................................................4 ®

MONTHLY

RESERVE STUDIES the Palm Springs

JULY/AUG 2018

ADVANCED RESERVE SOLUTIONS, INC. .....................39

ROOFING

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

BRS ROOFING, INC. .......................................................3 ROOF ASSET MANAGEMENT.......................................39 WESTERN PACIFIC ROOFING.......................................43

SECURITY AMS CONNECT............................................................21

WATER CV WATER COUNTS.....................................................36 4

Quorum February, 2020


CONTENTS

2020 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Green Bryant & French, LLP

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

GEN WANGLER, ESQ., CCAL, BOARD LIAISON KIMBERLY BURNETT

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

DEA FRANCK, ESQ.

CAI-CV

EDUCATED BUSINESS PARTNER

Epsten, APC

JAY JARVIS CMCA, CCAM

Community Manager, Portola Palms Homeowners Association

BRUCE LATTA, CMCA Parc La Quinta HOA

MARNE LOGAN, CCAM

The Management Trust Desert Division

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

10

GRACE PALUCK, CMCA

The Management Trust Desert Division

KUMAR S. RAJA, ESQ. Tinnelly Law Group

24

14

MIKE REY

CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

SUSAN BROWNE ROSENBERG

CAI-CV

EDUCATED BUSINESS PARTNER

Desert Cities Indoor Air, LLC

STEVEN SHUEY, PCAM

Personalized Property Management

CHRIS SIGLER, B.S.C.E, CDT

President, C.L. Sigler & Associates, Inc.

HOLLY SMITH, CMCA, AMS

PowerStone Property Management CREATIVE DIRECTOR & GRAPHIC DESIGNER CAI-CV

EDUCATED BUSINESS PARTNER

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

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

The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee. Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press. Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, (760) 345-0559.

FEATURES 10

Victoria Falls

By Marne Logan, CCAM

14

Take Care of Landscape Trees Today for a Greener Tomorrow! By Janet Hartin

24 8 Ways You Can Ensure Safety When Using Rideshare Apps By Eddie Sorrells, CPP, PCI, PSP CAI-CV.org

facebook.com/CAICV

@CAI-CV

5


CAI-CV

EDUCATED BUSINESS PARTNER

Convenient, secure protection for your excess funds. Save time and money with these community association offerings. Eliminate extra legwork and receive additional FDIC coverage for excess funds with Insured Cash Sweeps (ICS) and Certificate of Deposit Account Registry Services (CDARS) from your community association banking expert. Ask us about our great CDARS rates.

One account. One statement. One trusted bank. Brendan Concannon, Vice President 619.261.6643 | 866.800.4656 x7480 | Brendan.Concannon@cit.com

Š2020 CIT Group Inc. All rights reserved. CIT and the CIT logo are registered trademarks of CIT Group Inc. MM#7205

Choose Educated Business Partners Micha Ballesteros, Cartwright Termite & Pest Control, Inc. 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. Todd Chism, PatioShoppers Tiffany Christian, Epsten, APC Adam Eves, EmpireWorks Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten, APC Julie Frazier, Frazier Pest Control, Inc. Elaine Gower, The Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, O'Connell Landscape Maintenance 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 Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP Matt Lawton, CIC, CIRMS, 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 Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. 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 6

Quorum February, 2020

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


CONTENTS

2020 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS MIKE TRAIDMAN PRESIDENT

Mira Vista at Mission Hills HOA CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT-ELECT Prendiville Insurance Agency

22

MARGARET "GEN" WANGLER, ESQ., CCAL PAST-PRESIDENT

CAI-CV

JOLEN ZEROSKI, CMCA TREASURER

CAI-CV

DEA FRANCK, ESQ. SECRETARY

EDUCATED BUSINESS PARTNER

EDUCATED BUSINESS PARTNER

28

Union Bank

Epsten, APC

CARDINAL AMBROSE, CMCA, AMS, PCAM DIRECTOR

26

Associa Desert Resort Management CAI-CV

EDUCATED BUSINESS PARTNER

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR RealManage

LONI PETERSON, CMCA, AMS, PCAM DIRECTOR

Associa Desert Resort Management

STEVEN SHUEY, PCAM DIRECTOR

Personalized Property Management

LOUISE STETTLER DIRECTOR

15 California Legislative Action Committee (CLAC)

6 CAI-CV Educated Business Partners 9 CAI-CV New & Renewing Members 26 Meet the Board

16 Pools

Mike Traidman By Jay Jarvis

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

Call to Action By Nathan McGuire, Esq.

Pros and Cons of Cantilevered Decks By Mark Feldstein

18 Maintenance & Reconstruction

41 Time Honored

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.

8 President’s Message

CHAPTER NEWS

Palm Desert Greens Country Club HOA

Executive Director clockett@cai-cv.org

DEPARTMENTS

Richard Weiner Signarama By Grace Paluck, CamEx, CCAM

44 2020 Corporate Sponsors

How Does Your Maintenance Plan Impact HOA Reserves? By Chris Sigler, B.S.C.E., CDT and Regan Brown

20 Titanium Spotlight

EVENTS

NPG Asphalt

38 Security 22 CAI-CV Educational Lunch Cameras in the Common Area: Program & Mini Trade Show Spoiler Alert – Don’t Call Them Security Cameras! - The Power of One Friday, January 10, 2020

26 Committee Leadership Training

Friday, January 24th, 2020

28 CAI-CV Awards and Monte Carlo - ATLANTIS

Friday, January 17, 2020

44 Upcoming Chapter Events CAI-CV.org

By Brian Moreno, Esq.

Water Wise 36 Free Residential Landscape

40

Workshops Help Increase Outdoor Water Efficiency By CVWD Save Water and Money with Rebates By Angela Zepeda

facebook.com/CAICV

@CAI-CV

7


FROM THE CHAPTER

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

C

ongratulations to all of you who were honored at our Annual Awards and Monte Carlo Night – ATLANTIS – on January 17th at the Omni Rancho Las Palmas Resort & Spa. More than 240 people attended to help us thank our 150 volunteers, and to participate in the Chapter’s awards program. Please see pages 28-35. A special thank you to the Awards Committee for creating a wonderful evening under the sea. Our thanks also to Trish Forte, AMS (Albert Management, Inc.) for her outstanding centerpieces, and to Tad Black (Associa OnCall) for being our entertaining emcee for the evening. The Programs Committee did a great job with two outstanding motivational speakers, Dr. David Jones and his wife, Jennifer, to kick off our 2020 Educational Lunch Programs on January 10th. Photos are on page 22. Thank you to Ashley Metzger (Desert Water Agency) and Lisa Dunlop (Coachella Valley Water District) for teaching our January 14th Board Member Workshop on Valley water issues. It was an excellent program and we had almost 50 community board members attend. On January 22, we held a focus group with College of the Desert (COD) to explore the possibility of developing an AA degree in community association management. Specifically, the group is looking at offering formal higher education to existing managers and to use this program to attract more managers into the local job market. We will continue to keep you informed about our efforts with COD. On Saturday, February 1st, we will host our first Board Basic Training class designed for board members seeking basic instruction on HOA governance. Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC) will be teaching the three-hour class. On February 4th, we have our next Board Member Workshop at the CAI-CV office that will tackle the issue of rogue board members. Kumar Raja, Esq. (Tinnelley Law Group, APC) will be our guest speaker. For managers and assistant managers, we have our first ever CAMDAY that will take place at on Friday, February 7th at Villa Portofino in Palm Desert. This all-day program will offer managers five continuing education units (CEUs) for attending. On Friday, February 14th, we will host CAI national’s M-201 Course on Facilities Management at the CAI-CV office. Our February 21st Educational Lunch Program & Mini Trade Show will be our annual Ask the Attorney event with guest speakers Matt Ober, Esq., CCAL (Richardson|Ober|DeNichilo, LLP), Jeff French, Esq. (Green Bryant & French, LLP), and Michael Knighten, Esq. (Knighten & Parlow, PC). And, please mark your calendars for our March 6th Educational Lunch Program & Mini Trade show on peril insurance. You can access information about all of CAI’s events online at www.cai-cv.org or by calling the office at (760) 341-0559. Don’t forget to download the Chapter app, which makes signing up for CAI-CV events easier than ever. See page 39 for instructions. Later this month, we will be holding our annual committee solicitation where we encourage all members to join a CAI-CV committee. Serving as a volunteer on one of the Chapter’s 16 committees is an excellent way to build relationships with other CAI-CV members. I hope you all have a wonderful February and don’t forget to do something special for your sweetheart on St. Valentine’s Day, the 14th!

Mike Traidman

Mike Traidman, Mira Vista at Mission Hills HOA

8

Quorum February, 2020


CAI-CV NEW & RENEWING MEMBERS

CAI-CV NEW & RENEWING MEMBERS NEW NATIONAL MEMBERSHIP CLICKPAY

Steve Horst (503) 539-5843 shorst@clickpay.com

NEW BUSINESS PARTNERS MD RUBBERIZED CRACKFILL, LLC

Mark Winn (949) 273-6130 info@MDCrackfill.com

RENEWING BUSINESS PARTNERS AMERICAN LEAK DETECTION

John Weigold (760) 320-9991 jweigold@americanleakdetection.com BERDING & WEIL, LLP

Morganne Dykeman (925) 838-2090 mdykeman@berding-weil.com DSI SECURITY SERVICES

Kimberly Burnett (909) 238-3827 kburnett@dsisecurity.com FRAZIER PEST CONTROL, INC.

Julie Frazier (760) 328-6115 julie@frazierpestcontrol.com GURALNICK & GILLILAND, LLP

Melissa Platt (760) 340-1515 Ext. 123 melissap@gghoalaw.com LAW OFFICE OF KAREN J. SLOAT, APC

Karen Sloat (760) 899-7117 karen@karensloatlaw.com MC PAINTING & CONSTRUCTION

Ernest Casto (760) 323-8010 admin@mcbuildercorp.com

METERNET

DESERT FALLS MASTER ASSOCIATION

Moquey Marquross (800) 985-1179 m.marquross@meternetusa.com

Martha Fogg (760) 341-6016 mfogg@dfmaster.com

PATTON DOOR & GATE

ELDORADO COUNTRY CLUB

Al Johns (760) 250-7993 aj@pattondoorgate.com

Kristi Foster (760) 423-1587 kristi@eldoradocc.org

PRO LANDSCAPING, INC.

MORNINGSIDE COMMUNITY ASSOCIATION

Jesse Escamilla (760) 343-0162 office@proland-inc.com

Michele Abdelnour (760) 328-3323 mabdelnour@morningsideca.com

THE INSPECTORS OF ELECTION, LLC

OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATION

Kurtis Peterson (858) 329-0009 kurtis@theinspectorsofelection.com

Clinton Atherton (760) 328-3834 Ext. 244 catherton@orps.com

Marc Poland (800) 350-8333 marc@theinspectorsofelection.com

PERSONALIZED PROPERTY MANAGEMENT CO.

Patricia Moeller (760) 325-9500 pmoeller@ppminternet.com

TINNELLY LAW GROUP

Ramona Acosta (949) 588-0866 Ext. 1012 ramona@tinnellylaw.com

PMI - COACHELLA VALLEY

RENEWING MANAGER MEMBERSHIPS Cindy Calquhoun (760) 346-6123 cindy@shadowmountainresort.com Alvin Hippe (760) 345-2637 al.hippe@tradingplaces.com ALBERT MANAGEMENT INC.

Lydia Martinez (760) 851-5506 lydiamarie@live.com ASSOCIA DESERT RESORT MANAGEMENT

Marc Guiragossian (760) 346-1161 mguiragossian@drminternet.com Erik Hernandez (760) 969-3339 ehernandez@drminternet.com Stephanie Swenstad (760) 902-2799 sswenstad@drminternet.com

Kevin Crawford (442) 227-2030 Info@PMI-CV.com REALMANAGE

Ann Borowski-Bitter (310) 717-7375 ann.borowski@realmanage.com

RENEWING VOLUNTEER LEADERS INDIAN RIDGE HOMEOWNERS ASSOCIATION

Ron Anderson George Bers Judith Friedman Steve Heiferman Dianne Knapp James Loeb Doug Lundal Joel Mark Dan Newell Michael Sacks Sharon Severson Jim Stubbs

CAI-CV.org

facebook.com/CAICV

@CAI-CV

9


FEATURE

Victoria Falls By Marne Logan, CCAM

V

ictoria Falls is a beautifully designed planned unit development (PUD) with gorgeous homes built on manicured streets that take you back to a calmer, gentler era. Developed by one of the Valley’s premier developers, Peter Solomon, Victory Falls breaks from the traditional Valley neighborhood and offers dramatic estate-sized homes on generous lots, surrounded by lovely landscaping and views of mountains in all directions. Victoria Falls is located in Rancho Mirage, off Gerald Ford Drive, west of Monterey Avenue. As you pass through the gated entrance, you are greeted with a lovely waterfall and vibrant flower beds. You immediately know you are in a professionally managed community where pride of ownership is evident throughout. Once inside, the Valley’s hustle and bustle seem far removed. Here you’ll find time to share a patio lunch, capture with amazement the panoramic view of the mountains or perhaps enjoy a splashy celebration in your backyard pool. Combining value, quality and location are at the core of what Victoria Falls offers homeowners. This stunning community is adjacent to Mission Hills Country Club and a short drive to shopping and restaurants at The River and is close to Eisenhower 10

Quorum February, 2020


FEATURE

CAI-CV.org

facebook.com/CAICV

@CAI-CV

11


FEATURE

"THE AMENITIES AT VICTORIA FALLS INCLUDE FOUR TENNIS COURTS, TWO PICKLEBALL COURTS, TWO BASKETBALL HALFCOURTS PLUS STRATEGICALLY PLACED GREEN BELTS TO ENSURE QUIET PRIVACY FOR RESIDENTS."

Medical Center. Victoria Falls was built between 1998 and 2003 and has 338 semi-custom homes built on lots ranging from 12,000 to 22,000 square feet. This upscale neighborhood has exquisitely appointed homes featuring professionally designed interiors that offer homeowners numerous floorplan possibilities, including two guest house designs. The community is now fully built-out with family-friendly single-story and two-story homes ranging in size from 2633 to 5051 square feet. The homes are styled with early California luxury in mind. Most of the homes have casitas, attached two or three-car garages, golf cart garages, and private pools and spas. The amenities at Victoria Falls include four tennis courts, two pickleball courts, two basketball halfcourts plus strategically placed green belts to ensure quiet privacy for residents. The HOA monthly assessments are $290.00 per month and include Spectrum cable and high-speed internet. Victoria Falls has an insightful board that has invested over $300,000 in capital improvements in the past year and has plans for more projects in 2020 to maintain the community’s unique appeal to working professionals and their families. Community manager, Dave Carter, CMCA, AMS, said, “Victoria Falls homeowners take great pride in their community and are fortunate to have a dedicated board that is focused on enhancing the development and improving home values.” The five-member board of directors is supported by six committees: architectural, emergency preparedness, finance, gates, landscape, and social. Victoria Falls is managed by Albert Management, Inc. Dave Carter, CMCA, AMS can be reached at 760-346-9000 or by email at david.carter@albertmgt.com. Dave credits his team of professional advisors from CAI including Pacific Premier Bank, SCT Reserves, Hort Tech Landscaping, Prendiville Insurance Agency, Asphalt MD’s, Brabo & Carlsen, LLP, CVWD, Cooper Coatings and Signarama. 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.

12

Quorum February, 2020


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, California 92211

www.gbflawyers.com

CAI-CV.org

| 760.565.5889

facebook.com/CAICV

@CAI-CV

13


FEATURE

Take Care of Landscape Trees Today for a Greener Tomorrow! By Janet Hartin topping should be avoided. The combination of improper balance and weak, poor-quality growth following topping creates a much higher likelihood of personal injury and property damage than occurs from properly pruned trees. For detailed information on proper pruning visit the International Society of Arboriculture's (ISA) consumer website: www.treesaregood.org. Contact a Certified Arborist (https://www.isa-arbor.com/Credentials) who is trained in tree health and care if you are in doubt about caring for your landscape trees. S/he will determine the proper pruning and thinning procedures and otherwise assess the overall health of your trees.

T

rees are likely the most highly valued plants in your HOA’s landscape. They provide shade, reduce temperatures in hot urban heat islands, add beauty, and even help clean the environment by storing carbon dioxide. Prune trees correctly. Taking care of your trees is an important way to maximize these benefits.

HERE ARE SOME WAYS YOU CAN HELP ENSURE A HEALTHY TOMORROW THROUGH PROPER TREE CARE TODAY: • Prune trees following recommended practices and never top them! Topping a tree is the process of giving a tree a virtual crewcut by making one or more horizontal cuts across the top of the tree to shorten it. Why is topping trees harmful? Topping trees results in unstable, unsafe, and unattractive trees. It also reduces the ability for trees to reduce high temperatures and provide adequate shade in urban heat islands, sequester (store) carbon produced by fossil fuels, and provide wildlife habitat. In some cases, trees are topped because a tall tree that should not have been selected in the first place is growing into utility lines. In other cases, topping occurs due to a lack of knowledge about the dangers of topping and/or simply wanting to save money by going with the lowest bid. In all cases,

14

Quorum February, 2020

Before Pruning

Well-Pruned, Open Head Topping produces clumps of uncontrolled growth

• Remove any tree ties that are cutting into the trunk or branches of your trees. If trees must be staked due to windy conditions, make sure that the ties are loose enough to allow trees to gently flex in the wind. This helps trees develop the necessary lower trunk strength and stability to support the tree as it matures. Over time, you may be able to completely remove the ties and stakes once the lower trunk becomes stronger and self-supporting. • Keep all plants and mulch several inches away from tree trunks. • Keep tree trunks dry. They should not come into contact with water from sprinklers or hoses. • Water mature trees infrequently and deeply. Watering too often reduces the level of oxygen in the rootzone and can lead to waterlogged soils prone to crown and root rots. During fall, trees require only about 15% of the water they required in the summer.


• Identify and correct problems due to diseases, insects, or non-living (abiotic) disorders early. Most of the time, these problems are due to poor drainage or other soil/water management issues rather than pests. Watch out for borers, weevils, and root and crown-rot forming pathogens common to our desert.

"ADD MULCH AROUND TREES (BUT AVOID CONTACT WITH TRUNKS) TO PREVENT DAMAGE FROM MOWERS AND WEED TRIMMERS. MULCH ALSO REDUCES SOIL EVAPORATION AND WEED SEED GERMINATION."

California Legislative Action Committee (CLAC)

CALL TO ACTION By Nathan McGuire, Esq. As managers and boards work to comply with SB 323, please alert CLAC if your association has new costs due to SB 323. We want to know if your elections are now more complicated, or if another part of your association business has been negatively impacted. Substantive issues with SB 323 can be reported to CLAC’s Legislative Strategy & Research Committee at LSRC@caiclac.com. Sharing this information will help us form a strategy for possible cleanup legislation. Thank you! Nathan McGuire, Esq., CAI-CLAC Chair

• Ensure adequate space for a new tree. Large growing shade trees liker ficus and rosewood require up to 3,000 cubic feet of underground space and should not be planted under power lines. Smaller drought resistant trees are better choices under these conditions. • Add mulch around trees (but avoid contact with trunks) to prevent damage from mowers and weed trimmers. Mulch also reduces soil evaporation and weed seed germination. • Avoid soil grade changes. Grade changes from construction activities should be kept several yards from trees. Even small changes in the depth of the soil can result in serious root system injury. As little as four to six inches of soil applied on top of the root zone of a mature tree can dramatically reduce the amount of oxygen available to roots and can kill a tree over time. Lowering the grade can cause lower trunk and root injury and reduce the nutrient and moisture supply to the roots. Janet Hartin is the Area Environmental Horticulture Advisor for the UC Cooperative Extension programs in San Bernardino, Los Angeles, and Riverside Counties and County Co-director for San Bernardino County. She can be reached at (951) 313-2023 or by email at Jshartin@ucanr.edu.

Attention All CAI-CV Members

SAVE THE DATE

Tuesday, April 14, 2020, 8:00 a.m. to 3:00 p.m. UC RIVERSIDE & CAI-CV

Trees for Tomorrow Workshop UCR Palm Desert 75080 Frank Sinatra Dr, Palm Desert

• Benefits of Landscape Trees and ‘Best Practices’ for Their Selection and Care • Coachella Valley Urban Water Use and Future Availability • Current Shade Tree Canopies and Implications for Coachella Valley Cities • Insect Pests Impacting Desert Trees: South American Palm Weevil • Case Study Increasing Tree Canopies in Palm Desert • Challenges and Opportunities to increase Tree Canopies in Coachella Valley Cities 8 CAI Continuing Education Units

CAI-CV.org

facebook.com/CAICV

@CAI-CV

15


POOLS

Pros and Cons of Cantilevered Decks By Mark Feldstein

I

t’s well known that California and many other parts of the country are prone to frequent movement of the earth. What’s not well known is just how that affects the integrity of a structure over time. Quite often, the result is that structures tied together yet not of the same build tend to crack apart during moderate to severe movement. Consider your pool and its surroundings. Even though a pool looks like it is part of the deck that surrounds it, that’s not the case. The pool is a separate structure that has its own wall structure called the bond beam. In order for the pool walls to remain intact they need to be separated from the surrounding deck, or at the very least, allow the deck to move without damaging the bond beam. When cement decking is subjected to extreme temperature changes it expands and contracts, also causing damage.

SINGLE POUR CANTILEVERED DECKS

movement and we need more cushion. Now imagine the stresses that a single pour cantilevered deck is under with no expansion joints at all. Cracks are inevitable. There are pros to cantilevered decks. Visually it provides a continuous and clean look. It is less costly as you aren’t using multiple materials or various colors. You can easily achieve a stamped or patterned look in the material. However, the cons may outweigh the pros. Unless it’s installed with deep knowledge of concrete and pool construction, cantilevered decking tends to crack, as previously stated. Unfortunately, it cannot be easily repaired without visible repair patches. If a bullnose edge breaks, it’s an expensive repair compared to other decking materials, like brick which can easily be replaced or patched. So, why is conventional coping a better solution? It’s all about the mastic. For a deck that stops about a half-inch from the pool wall, space (an expansion joint) is left for mastic and then coping is

Single pour cantilevered decks are concrete decks that are poured around a pool and then continue, seamlessly, over the pool walls. The idea is to PROPER CONSTRUCTION TECHNIQUE place a slip sheet over the pool bond beams in Expansion Concrete Deck order to allow the deck to slide back and forth Mastic Sealer Material Surface due to earthquakes, expansive soil or temperate Pool Coping expansion/contraction without damaging the pool. The problem is that slip sheets either wear out over time or were never installed to begin with, resulting in cracks in the deck and bond beams Bond and pool tiles being pushed off the waterline of Beam the pool. Consider this. Deck pour recommendations years ago were to incorporate expansion joints every 16’ to prevent cracking. The industry then discovered that 16’ was too infrequent and reduced the standard to 8’. Today, common knowledge says that 6’ is best practice. As an industry, we have realized that there is too much

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Quorum February, 2020

Expansion joints MUST be between pool wall and concrete deck to subsurface Bottom of deck


HAVE YOU

HEARD installed on the pool wall. This keeps the pool wall and coping separate from the deck with a mastic cushion in between so each can move freely during earthquakes, soil shifts and settlement, preventing the pool wall and coping from banging into each other, causing damage.

The Quorum Committee would like to highlight CAI-CV member’s achievements, so we are setting aside space for “Have You Heard?” in each issue. In our fast-paced industry, it’s easy to forget to recognize accomplishments or to inform our colleagues about important changes that impact our lives and careers. If you know of something special that we should recognize in Quorum – job promotions, changing jobs, awards, new designations, getting married, having a baby, winning the lottery, or being recognized for doing a great job, please let us know. Submit your “Have You Heard?” stories to admin2@cai-cv.org prior to the 20th of each month. Call the CAI-CV office if you have questions. Thank you!

SOLUTIONS If you already have a cantilevered deck, which is very common around commercial pools, all is not lost. There are three approaches to correct the issue and help prevent future damage. Meaning, if the pool is suffering from cracks or tiles breaking or falling off due to the single pour cantilever deck pushing against the pool wall, a remodeling company can implement different solutions. Option 1 (most expensive) – Remove the deck and install a new deck and coping leaving an expansion joint between them. This is the most expensive option. Option 2 – Cut behind the pool wall and remove the part of the cantilever deck that is extended over the pool bond beam. Replace with coping and leave room for an expansion joint to be filled with mastic. Option 3 (least expensive) – Sawcut into the cantilevered deck behind the pool wall wide enough to leave room for a good expansion joint. The cut must be deep enough to go beyond the depth of the deck, preferably down to the dirt. This leaves the original cantilevered deck material on the pool wall for a consistent look yet solves the problem of cracking. The good news is, if you don’t have damage, then don’t poke the bear. These solutions can wait until your pool decks need repairs. Mark Feldstein is the Chief Financial Officer/Sales Manager for Gardner Outdoor and Pool Remodeling. Mark can be reached at (909) 374-5520 or by email at markf@GardnerRemodel.com. Gardner Outdoor and Pool Remodeling has been serving the Southern California area since 1969. As one of only 50 licensed PebbleTec® applicators in the entire United States and the exclusive SoCal referral partner of Leslie’s Pool Supplies, Gardner Remodeling is the premier pool contractor in San Diego County, LA County, Orange County, and Coachella Valley. You can contact Dave Cole, Outdoor Consultant, at the Indio office at (760) 342-9756.

Congratulations to Sam Rodriguez, CMCA, AMS, Associa Desert Resort Management, for being chosen by CAI National as their recruiter of the month for recruiting 11 new members.

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17


MAINTENANCE & RECONSTRUCTION

How Does Your Maintenance Plan Impact HOA Reserves?

M

By Chris Sigler, B.S.C.E., CDT and Regan Brown

aintenance plans are vital to the health of a community and should be in lockstep with the association’s reserve study. Both are critical components and should under normal circumstances “play nice” together. However, not all maintenance plans are created equal. When some unexpected catastrophic failure puts a monkey wrench into your plan, are you able to immediately identify and locate the problems before damages escalate? The ability to react quickly to unforeseen circumstances is directly linked to the type of plan your community adopts.

THERE ARE FOUR COMMON MAINTENANCE PLAN STRATEGIES THAT HOA’S ADOPT:

1. 2. 3. 4.

as caulking penetrations to keep an elastomeric painting system intact. Predictive plans include monitoring at regular intervals and comparing results to a preset baseline. The benefit of this type of plan is that you know how fast your components are aging, allowing you to adjust your reserve study as needed. For example, SB 326, the “balcony bill” will allow associations to establish a baseline from the data collected during the mandated inspections of elevated structures (balconies). This baseline will allow future inspectors to determine how fast the structures are aging and will help identify problems that may not otherwise show up for decades.

Deferred Reactive Preventative Predictive

Deferred maintenance, the practice of postponing maintenance in order to save money, is not recommended but, surprisingly, many HOAs use this technique to delay raising assessments. A deferred project can work temporarily if the information has been properly noted in the reserve study. If you list the deferred items as “not funded,” they are less likely to be forgotten. If a temporary repair (partial deferral) is made, make sure to note this on your reserve study so there is no misunderstanding that the work is incomplete. A reactive strategy isn’t much better because with this outlook, you wait until something goes wrong before taking action. Some associations default to a reactive strategy because they have no formal maintenance plan. Other associations have a plan, but it’s not rigidly 18

followed. Interestingly, unplanned individual repairs typically cost the association more than planned maintenance. Catastrophic failure of major components is always more expensive to address. Both deferred maintenance and reactive strategies are dangerous paths for an association to take. Unplanned expenses associated with component failure can quickly throw a community’s finances into turmoil, requiring bank loans and special assessments just to keep the community functioning. Preventative maintenance plans are highly effective as they ensure small repair items are being corrected

Quorum February, 2020

"FOR EXAMPLE, SB 326, THE 'BALCONY BILL' WILL ALLOW ASSOCIATIONS TO ESTABLISH A BASELINE FROM THE DATA COLLECTED DURING THE MANDATED INSPECTIONS OF ELEVATED STRUCTURES (BALCONIES)." regularly so that larger issues are prevented from manifesting. Preventative measures also include routine maintenance or the systematic maintenance of a building system according to manufacturer specifications. This might include items such as HVAC units where cleaning components and changing air filters will prolong the unit’s lifespan. They can be more directly related to keep the integrity of the system, such

Using a combined preventative and predictive strategy will save significant money for the association. A preventative program alone can create a cost savings of 30 percent compared to a reactive maintenance program. Utilizing both preventative and predictive measures can create a cost savings of 40-45 percent. These strategies will also maximize the life expectancy of components and systems and reduces


equipment breakdowns by 70-75 percent.1 Creating a successful maintenance plan also requires precise documentation and coordination with the reserve study. A maintenance manual is imperative and should include all equipment and building systems, along with any manufacturers’ specifications and logs showing service dates. The manual should also include warranties, what exactly is expected of the association, expiration dates, and other specifications, and contain contact information for vendors, maintenance personnel and inspectors. This documentation will help your reserve analyst keep your reserve study aligned with the true condition of your reserve components. And, should you face a catastrophic failure, you are prepared to act immediately. Make sure to seek the help of professional advisors and construction consultants if repairs require complicated specifications or when dealing with older components that may not take advantage of new technological advancements that are sustainable and environmentally friendly. Investing in a good maintenance plan will help keep your reserve study accurate and will save the association thousands of dollars. Happy Planning! 1. Kingsley Report – Practical Industry Intelligence for Real Estate – Benchmarking | Autumn 2010, Market Analysis – 2010, “Experience Exchange Report Indicates Tight Management Needed for Today’s Demanding Market,” By Phil Mobley. Chris Sigler is the President and Owner of C.L. Sigler & Associates, Inc., a construction management and consulting firm that exclusively serves the HOA industry. He is a civil engineer by trade, with 30 years of engineering and construction experience, and is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. Chris can be reached at (760) 469-3048 or by email at chris@siglercm.com. Regan Brown is the CEO and Co-Founder of The G.B. Group, a Construction Services firm from Gilroy, CA that has been serving the San Francisco Bay Area since 1992.

S AV E T H E D A T E Friday, March 27, 2020 5:30 p.m. to 8:30 p.m. Shields Date Garden

80225 Hwy 111 (at Jefferson & Hwy 111) TITLE EVENT SPONSOR

Associa Desert Management CHAMPAGNE SPONSOR

Empire Works

O'clock Corks for CLAC Tasting & Auction $45 Members

Enjoy the Beautiful Date Gardens at Night • Champagne Reception • Wine Tasting • Barbeque & Heavy Hors d'oeuvres • Silent & Live Auctions CAI-CV.org

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19


CAI-CV 2020 TITANIUM 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 over 50 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 50 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 Titanium 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 Burke, is an Educated Business Partner who has served as co-chair of CAI-CV’s Awards Committee and is the former chair of the award-winning Quorum Magazine Committee, Bowling and Golf. 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! CEU = CONTINUING EDUCATION UNITS OFFERED

20

Quorum February, 2020


FEATURE YOUR COMPANY

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JANUAR Y 2020

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FEATUR ING 10 Laguna de la Paz Homeow 16 Speed ners Associa Bumps tion 24 HOA Earthquak e Insuranc Myths and Understand e Dispelling the 34 The Fina ing the Risk ncial s Reserve Stud Risks of Not Obtaini ng A y

MUST BE CAI-CV MEMBER IN GOOD STANDING PWLC II, INC. has been providing quality landscape and golf course maintenane for our clients in Southern California since 1977. Our Palm Springs office employs more than 100 landscape professionals. PWLC specializes in "High End Landscape and Golf Course Maintenance Services". In addition to our maintenance services, PWLC II, INC has a Commercial Tree Division and a Landscape Enhancement Division. We are fully licensed and insured with a $2 Million Liability Insurance. PWLC II, INC licenses include a C27 Landscape Contractors License, California Pest Control License and a "Certified Arborist" on staff. For more information please contact us at (760) 323-9341 or email conniea@pwlc2.com

CONTACT THE CAI-CV OFFICE

(760) 341-0559

admin@cai-cv.org

Community security to network security: HOA protection and IT solutions. The world is changing. From electronic security systems that protect your community and residents to advanced IT environment solutions, get ironclad protection. As industry leaders, we’ve forged two decades of trusted relationships. Providing integrated, technology enabled services from a single source, we safeguard everything from perimeter walls to firewalls. So whether it’s your community or your IT network, we’ve got your back. Always.

For more, go to amsconnectme.com or call 760.341.3593. We’ll get you protected and connected. You’ll see. CAI-CV.org

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21


EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

January 10, 2020

The Power of One

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Quorum February, 2020


FRIDAY, JANUARY 10, 2020

GUEST SPEAKERS DR. DAVID & JENNIFER JONES RENOWN NATIONAL INSPIRATIONAL SPEAKERS

THANKS TO OUR PROGRAM SPONSORS MEMBERSHIP SPONSOR PRENDIVILLE INSURANCE AGENCY

EXHIBITOR BOOTH SPONSORS ALAN SMITH POOL PLASTERING ALLIANCE ASSOCIATION BANK AMS PAVING, INC. BRS ROOFING C.L. SIGLER & ASSOCIATES, INC. CONSERVE LANDCARE COOPER COATINGS INC. DIVERSIFIED ASPHALT PRODUCTS DSI SECURITY SERVICES EMPIREWORKS RECONSTRUCTION AND PAINTING EPSTEN, APC GARDNER OUTDOOR AND POOL REMODELING GAUSTON CORP. HORIZON LIGHTING INC. NPG ASPHALT POPULAR ASSOCIATION BANKING PRENDIVILLE INSURANCE AGENCY PRIMECO ROOF ASSET MANAGEMENT ROSEMAN LAW, APC SEACOAST COMMERCE BANK SHERWIN-WILLIAMS PAINT COMPANY SUNSTATES SECURITY SUPERIOR ROOFING TINNELLY LAW GROUP UGMO TECHNOLOGIES WESTERN PACIFIC ROOFING

RESERVED TABLE SPONSOR ASSOCIA DESERT RESORT MANAGEMENT

PEN SPONSOR COMMUNITY LEGAL ADVISORS, INC.

CLAC SPONSOR DIVERSIFIED ASPHALT PRODUCTS

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23


FEATURE

8 Ways You Can Ensure Safety When Using Rideshare Apps By Eddie Sorrells, CPP, PCI, PSP

I

n a recent poll conducted by the Pew research group, over one third of all Americans said they have used some type of ridesharing/ride-hailing service. This number rises dramatically in major metropolitan areas where this has become a routine means of transportation. Heading into the busy travel season of summer, many Americans will increasingly take advantage of services such as Uber and Lyft instead of rental cars and taxis. This has also become the “go to” means of transportation for young professionals and college students alike. While ridesharing and ride-hailing apps have many benefits in regards to convenience and cost, recent tragic events have led some to question if they also pose a risk to their personal safety. While no travel scenario is free from all risks, by using some simple safety and security techniques, combined with always being aware of your surroundings, you can drastically reduce these risks. One danger in being a frequent user of ridesharing apps is the tendency to be lulled into complacency that causes us to ignore simple procedures that the ridesharing companies themselves have put in place to avoid any potentially dangerous scenario. These eight steps can help ensure that your ride is safe and enjoyable:

#1. YOU MAY KNOW THEM – BUT DO THEY KNOW YOU?

24

We’ll start with the simplest, yet often overlooked step: When you open the door, ask them WHO they are picking up. If they don’t know your name, do not get in the car!

Quorum February, 2020

A colleague recently recounted to me an episode where he witnessed a group of young people outside a restaurant. They had been chatting about the recent headlines concerning dangers with ridesharing apps. He then witnessed the ridesharing car pull up to the restaurant. A member of the group of students opened the door looked at the driver and said, “Are you —–?” The driver replied “yes” and the group then quickly got into the car feeling they had done an adequate job of screening him. Obviously, anyone with a nefarious purpose would have answered “yes” to that simple question, and despite their best intentions, the young man did not accomplish his goal of verifying that the driver was legitimate. If they don’t know who YOU are, don’t get in!

#2. PLAN AHEAD.

Before you request a ride, think about where you’re headed and review the quickest route and safety features in the app so you know how to use them.

#3. REQUEST YOUR RIDE INSIDE.

Avoid spending unnecessary time outside alone with your phone in your hand. There have been numerous occasions where people posing as rideshare drivers will drive around popular areas, scoping out people to take advantage of. These people are usually outside, phone in hand, looking like they are waiting for their ride. Instead, wait indoors until the app shows your driver has arrived.


$4.95

Before you get in the car, check to make sure the license plate, driver photo, and driver name all matches what is listed in the app. Most rides can only be requested through an app, so never get in a car with a driver who claims to be with Uber or Lyft and offers a ride.

#5. BE A BACKSEAT RIDER – BUT BE SURE TO CHECK THE CHILD SAFETY LOCK.

FEATURING 10 How HOA Boards Can Participate in the Legislative Process 16 Important Legislative Updates for 2020 20 2019 Case Law Update 28 The New State of HOA Election Laws 38 Making New Laws in California – The Legislative Process 43 Common Courtesy: How to Promote Civility in Community Associations

If you’re riding alone, sit in the backseat. This ensures you can safely exit on either side of the vehicle to avoid moving traffic, and it gives you and your driver some personal space. But, before you enter the backseat, make sure to see if the child safety lock on the vehicle is set to unlock. If it is not, do not get in the car.

SAVE THE DATE - CAI’S LEGISLATIVE UPDATE LUNCH PROGRAM • FRIDAY, NOVEMBER 15TH - TICKETS ON SALE NOW!

ATTENTION ALL CAI-CV MEMBERS FEATURING

There’s no need to share your phone number or any other contact information with your driver.

#8. FOLLOW YOUR INTUITION. Trust your instincts and use your best judgement when using any car service. And if you ever feel you’re in an emergency situation, call 911 immediately. Recently, both Uber and Lyft have added a 911 feature that provides crucial information (such as exact location and the vehicle’s make, model and license plate information) automatically. Dialing 911 through your phone conventionally will not provide this information automatically. This year, follow these tips to get to where you’re going as safely as possible. Eddie Sorrells, CPP, PSP, PCI, JD, currently serves as Chief Operating Officer and General Counsel for DSI Security Services located in Dothan, Alabama. DSI is a leading security provider in the Southeast United States with offices in Southern California. DSI has over 3500 employees in 33 different states. Kimberly Burnett at DSI can be reached at (909) 238-3827 or by email at kburnett@dsisecurity.com.

FEATURING

YOU CAN NOW CHOOSE TO REDUCE YOUR CARBON FOOTPRINT FEATURING

QUORUM IS GOING DIGITAL BENEFITS • Professionally Published Magazine Format • Easy to Read on Computer, Tablet or Phone • One Click to Advertisers’ Websites • Click Through to Register for Events • Easy Forwarding of Articles to Clients and Associates • Easy to Download and Print Specific Pages • Easy Access to Past Issues • Saves Forests 9102 REBOT CO

vs. Erna Parth Homeowners Association 32 Palm Springs Villas II Avoid “Ready, Fire, Aim!” 18 Before Amending CC&Rs Condominiums Association 10 Summerset Springs

34 Board Training 101 Will Be Longer 32 Surefire Steps to Guarantee Board Meetings 27 Who Me? Serve on an HOA Board? Regarding Emotional Support Animals 20 HUD Takes Important Steps to Address Concerns 18 Christmas Recipes 10 CAI-CV Quorum Magazine Year in Review

NOVEMBER 2019

OCTOBER 2019

9102 REBMECED

#7. PROTECT YOUR PERSONAL INFORMATION.

UPDATE LUNCH PROGRAM • FRIDAY, NOVEMBER 15TH - TICKETS ON SALE NOW!

SAVE THE DATE - CAI’S LEGISLATIVE UPDATE LUNCH PROGRAM • FRIDAY, NOVEMBER 15TH - TICKETS ON SALE NOW!

Civility in Community Associations 43 Common Courtesy: How to Promote The Legislative Process 38 Making New Laws in California – 28 The New State of HOA Election Laws 20 2019 Case Law Update 16 Important Legislative Updates for 2020 in the Legislative Process 10 How HOA Boards Can Participate

9102 REBMEVON

While en route, tap “Share status” in your ride sharing app to share your driver’s name, photo, license plate, and location with a friend or family member.

FEATURING 10 Summerset Springs Condominiums Association 18 Before Amending CC&Rs Avoid “Ready, Fire, Aim!” 32 Palm Springs Villas II Homeowners Association vs. Erna Parth

FEATURING 10 CAI-CV Quorum Magazine Year in Review 18 Christmas Recipes 20 HUD Takes Important Steps to Address Concerns Regarding Emotional Support Animals 27 Who Me? Serve on an HOA Board? 32 Surefire Steps to Guarantee Meetings SAVE THE DATEBoard - CAI’S LEGISLATIVE Will Be Longer 34 Board Training 101

SAVE THE DATE - CAI’S LEGISLATIVE UPDATE LUNCH PROGRAM • FRIDAY, NOVEMBER 15TH - TICKETS ON SALE NOW!

#6. SHARE YOUR TRIP DETAILS WITH A FRIEND.

OCTOBER 2019

OCTOBER 2019

DECEMBER 2019

NOVEMBER 2019

#4. GET IN THE RIGHT CAR.

DECEMBER 2019 NOVEMBER 2019

$4.95

DECEMBER 2019

PAPER COPY OF QUORUM IS STILL AVAILABLE!

You must go online to www.cai-cv.org and fill out the registration to continue receiving a paper copy of Quorum. CAI-CV MEMBERS WILL HAVE A CHOICE TO CONTINUE TO RECEIVE HARD COPIES AS FOLLOWS: • Homeowner Leaders – One Copy Per Member (three copies maximum per association) • Manager Members – One Copy Per Member • Business Partners – One Copy Per Member Company

ADDITIONAL SUBSCRIPTIONS AVAILABLE? Order 12 Months of Quorum for only $36 at www.cai-cv.org (member price)

ADDITIONAL SINGLE-ISSUE COPIES ARE AVAILABLE? SINGLE PAPER COPY PRICE

$3.65 (member) | $4.95 (nonmember) Bulk Order Pricing Available – Call (760) 341-0559 CAI-CV.org

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25


Committee Leadership Training

Meet the Board CAI-CV President Mike Traidman By Jay Jarvis

T

O

n January 24th CAI’s committee leadership met to review plans for the upcoming year. The Chapter has some great plans for highly favored events and educational programs. Committees were encouraged to increase membership of each committee to eleven or more. It was pointed out that our CAI members really like being part of a committee. There was enthusiasm and energy during the entire meeting. It was noted that Chapter membership is now over 1,000, which makes us a Very Large Chapter within CAI (CAI National). With so many members, that means our events will have more attendance and with events being “bigger,” there will be a need for more committee members to carry the load. If you’re reading this and you want to be part of the excitement, contact any committee member or call the CAI office for information on how you can get on a committee. Steven Shuey, PCAM, is a CLAC Delegate representing CAI-CV and serves on the national faculty of CAI. He is a community association consultant with Personalized Property Management and can be reached at IslandMgr@aol.com.

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Quorum February, 2020

Mike Traidman

his profile of board member Mike Traidman is the first in a series of Quorum articles about board members and committee chairs of the Coachella Valley Chapter of the Community Associations Institute (CAI-CV). Mike, who is the chapter’s very active president, lives with his wife of 48 years, Sally, in Mira Vista at Mission Hills, where Mike serves as treasurer of the homeowners association (HOA). He has two grown sons, who live in San Francisco and Chicago, and four grandchildren. Before retiring from the work force, Mike spent 34 years in the printing industry, followed by five years at the United States Department of Homeland Security. While in the printing industry, he rose to become a company vice president, with more than one billion dollars in his area of responsibility. He joined CAI despite his already extensive business experience because he wanted to ensure he had the best education possible to help manage his HOA. Mike says he is “really into education for volunteer HOA leaders.” He notes that, even though they are giving their time, association leaders still “need to make sure they understand the laws and court cases that define our communities.” Mike chairs the Desert Cities HOA Council (DCHC), a group of HOA board members who have been meeting monthly in the Palm Springs area for more than ten years. He collaborates with its board of directors to plan for its meetings, which include speakers on topics as varied as crime in the valley, water district surcharges, reserve studies, financial planning, and landscape transitions. Mike considers his participation on the Council to be “very rewarding for me personally and for our HOA.” Mike was instrumental in getting DCHC to affiliate with CAI-CV in 2019. Somehow, in addition to his HOA and CAI-CV activities, Mike makes time for tennis, pickleball, golf, and reading. He hopes, at some point, to do additional traveling, including to locations on his bucket list. Mike considers himself a good team member, who enjoys working with others. He says he enjoys giving back through his many volunteer activities in the Coachella Valley. He notes he has high energy and dedication, but admits he has “less patience” as he gets older -- he likes to get the work done without procrastinating. For example, he is usually early for appointments, and does not like it when others arrive late. He says, “I also like to schedule tightly which enables me to get more done each day.” Mike believes that CAI-CV is on the right track, to which he partially credits the organization’s long-range planning subcommittee. Mike notes that only a handful of chapters are doing long-range planning. Mike says, “CAI-CV is working hard to stay ahead of issues impacting our communities and the CID industry, and we are doing our best to educate all the participants in an effort to elevate the industry.” Mike is serving a second year as CAI-CV president. Thanks, Mike, for your time and energy serving CAI-CV. E.J. (Jay) Jarvis II, CMCA, CACM, is Past President, Lafayette Village Homeowners Association, Past President and On-site Manager Portola Palms Homeowners Association. Jay can be reached at Jayj92260@gmail.com.


ATTENTION MANAGERS

CAI NATIONAL

M-201 FACILITIES MANAGEMENT Learn how to preserve and enhance your association’s property and prepare for emergencies. This course provides a hands-on approach to help you analyze, evaluate, communicate and plan for property maintenance. Your community will benefit from your increased understanding of the various types of maintenance—routine, preventive, emergency, corrective and scheduled. Topics include: • Evaluating existing maintenance programs and management controls

Mark Your 2020 Calendars! CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW FRIDAY, FEBRUARY 21, 2020, 11:15 A.M. TO 1:30 P.M. Palm Valley Country Club 39205 Palm Valley Dr, Palm Desert

GUEST SPEAKERS

Matt Ober, President CCAL, Partner, Richardson | Ober | DeNichilo, LLP Jeff French, Esq., Green Bryant & French, LLP Michael Knighten, Esq., Knighten & Parlow, PC

TOPICS

• Analyzing maintenance contracts • Overseeing maintenance of common areas, using checklists and reports • Making maintenance requests and recommendations to the board

DEFH Regs / FHA / ADA Social Media Accessory Dwelling Units

• Identifying the basic elements of a disaster plan

Marijuana

• Preparing a request for proposal, including bid specifications

Election Rules

• Monitoring fulfillment of a contract • Interpreting and invoking contract warranties • Understanding the concept of sustainable lifestyles • Using a reserve study for ongoing maintenance needs

COURSE MATERIALS In addition to a participant guide and digital access to bonus readings and materials, you will receive: • Bids and Contracts • Natural Disasters • Reserve Funds

COURSE LENGTH Online Course: 4-6 hours to complete the course plus 4 hours of study via reading assignments and webinars. Students have 4 months—120 days from purchase date—to complete the course and take the 60-minute exam to receive credit.

FRIDAY, MARCH 6, 2020, 11:15 A.M. TO 1:30 P.M. Palm Valley Country Club 39205 Palm Valley Dr, Palm Desert

PERIL INSURANCE FOR HOAs TOPICS

Are You Covered? Wind? Flood? Earthquake? Wildfire? Lightning?

TUITION

CAI member: $459 | Nonmember: $559 CAI-CV.org

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27


CAI'S BOARD CAI-CV AWARDS LEADERSHIP AND MONTE DEVELOPMENT CARLO NIGHT WORKSHOP

Atlantis an Evening Under the Sea

CAI-CV Awards and Monte Carlo Night Friday, January 17, 2020

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Quorum February, 2020


FRIDAY, JANUARY 17, 2020

Thank You to our

Awards & Monte Carlo Night Atlantis Sponsors TITLE SPONSOR Patrol Masters, Inc. PLATINUM SPONSORS Albert Management Inc. Allied Universal AMS Paving, Inc. Associa Desert Resort Management Cartwright Termite & Pest Control, Inc. Fiore Racobs & Powers, A PLC Flood Response NPG Asphalt O’Connell Landscape Maintenance Powerstone Property Management Roof Asset Management Roof Asset Management Sunshine Landscape The Management Trust

CHIP SPONSOR Sunshine Landscape

FOOD SPONSORS Adams Stirling, PLC Brabo & Carlsen, LLP AWARDS SPONSORS C.L. Sigler & Associates Inc. Pacific Western Bank Conserve LandCare Powerstone Property Management DSI Security Services ENTERTAINMENT SPONSORS PrimeCo LaBarre/Oksnee Insurance Agency, Inc. Rey Insurance Services Seacoast Commerce Bank TXT2VOTE PHOTOGRAPHY SPONSORS BLACKJACK TABLE SPONSORS Desert Concepts Frazier Pest Control Desert Concepts Pro Landscaping Inc. Southwest Security Securitas Security Services DECORATION SPONSOR O'Connell Landscape Maintenance

PEARL RESERVED TABLE SPONSORS CANDY BUFFET SPONSORS Associa Desert Resort Management Green Bryant & French, LLP EmpireWorks Hort Tech Landscaping Western Pacific Roofing VALET SPONSOR GOLD SPONSOR Asphalt MD's Vantage Point Construction CARD SPONSOR BRS Roofing Inc.

Vantage Point Construction ROULETTE SPONSORS Roof Asset Management Securitas Security Services CRAPS SPONSOR Cartwright Termite & Pest Control, Inc. GRAND PRIZE SPONSOR Newman & Associates CPA, PC SCHOLARSHIP SPONSOR BRS Roofing Inc. CLAC SPONSOR CCTV

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CAI-CV AWARDS AND MONTE CARLO NIGHT

Congratulations to our Chapter Award Winners! LIFETIME ACHIEVEMENT AWARD MARGARET “GEN” WANGLER, ESQ., CCAL

DISTINGUISHED SERVICE AWARD RHONDA DREWS, CMCA, AMS, PCAM

COMMUNITY ASSOCIATION ONSITE MANAGER OF THE YEAR SHARRON BADHAM, PCAM, CCAM

COMMUNITY ASSOCIATION PORTFOLIO MANAGER OF THE YEAR HOLLY SMITH, CMCA, AMS

COMMUNITY ASSOCIATION CID OF THE YEAR ST. AUGUSTINE OWNERS ASSOCIATION

HOMEOWNER LEADER OF THE YEAR

MICHAEL TRAIDMAN, MIRA VISTA AT MISSION HILLS HOA

BUSINESS PARTNER OF THE YEAR ASPHALT MD’S

EDUCATED BUSINESS PARTNER OF THE YEAR

DAVE CARTER, CMCA, AMS CAROL FULTON, CIRMS MICHELLE LOPEZ JAIME MANN MALLORY GRAVES PAPROTH KUMAR RAJA, ESQ. GEN WANGLER, ESQ., CCAL

ALISON LEBOEUF, EBP

SPECIAL EVENT COMMITTEE OF THE YEAR AWARDS COMMITTEE LONI PETERSON, PCAM, CHAIR TRISH FORTE, AMS, CO-CHAIR MIKE TRAIDMAN, BOARD LIAISON SAMMY AHMAD KRISTIN BERRYHILL-HOOD RICK CECH AMANDA GRAY MICHELLE LOPEZ JAIME MANN ROSE REYES ROB WINKLE

OPERATIONS COMMITTEE OF THE YEAR

EDUCATION COMMITTEE STEVEN SHUEY, PCAM, CHAIR RHONDA DREWS, PCAM, CO-CHAIR CARDINAL AMBROSE, PCAM, BOARD LIAISON ROXI BARDWELL, PCAM TIFFANY CHRISTIAN

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Quorum February, 2020

BRIDGET NIGH, DUNN-EDWARDS CORPORATION AND ERIN KLINK, PACIFIC WESTERN BANK

PROFESSIONAL MANAGERS COMMITTEE STEVEN SHUEY, PCAM, PERSONALIZED PROPERTY MANAGEMENT

EXECUTIVE DIRECTOR’S AWARD VOLUNTEER COMMITTEE LILY ORTEGA, CHAIR DEA FRANCK, ESQ., BOARD LIAISON RICK CECH TIFFANY CHRISTIAN JAYME FAKEHANY, CMCA, AMS BECKY HAYES, CIRMS JENNIFER JAMES, ESQ. LINDA JOHNSON NICKY MOYA CAMI STAVISKI ELIZABETH WEBER, CMCA, AMS

Above & Beyond Awards

PROGRAMS COMMITTEE

MARY WALKER, AMS MILLENNIUM COMMUNITY MANAGEMENT

PUBLIC RELATIONS COMMITTEE RICK CECH

QUORUM COMMITTEE

SIERRA CARR, CMCA, AMS, ASSOCIA DESERT RESORT MANAGEMENT

VOLUNTEER COMMITTEE

CAMI STAVISKI, VANTAGE POINT CONSTRUCTION

WINE AND RACING COMMITTEE

CLAC-LSC COMMITTEE LONI PETERSON, PCAM, ASSOCIA DESERT RESORT MANAGEMENT

LORI FAHNESTOCK, POWERFUL PEST MANAGEMENT AND ALISON LEBOEUF, SHERWIN WILLIAMS PAINT COMPANY AND JON ROY

BOWLING COMMITTEE

ADDITIONAL ABOVE & BEYOND AWARDS

AWARDS COMMITTEE

MICHA BALLESTEROS, EBP

EDUCATED BUSINESS PARTNER OF THE YEAR

OKTOBERFEST COMMITTEE

TIFFANY CHRISTIAN, EPSTEN, APC

RHONDA DREWS, PCAM, REALMANAGE

RODNEY BISSELL & BISSELL DESIGN STUDIOS FOR DONATING HIS TIME TO PHOTOGRAPH COMMUNITIES AND EVENTS, AND FOR SERVING IN A LEADERSHIP POSITION WITH QUORUM MAGAZINE. AND CARLOS CONTRERAS & SUNSHINE LANDSCAPE FOR DONATING THEIR FACILITY AND SERVING IN A LEADERSHIP POSITION WITH THE OKTOBERFEST COMMITTEE. AND JEFF GRADY, RICHARD WEINER & SIGNARAMA FOR CREATING OUTSTANDING SIGNAGE FOR CAI-CV EVENTS. CONGRATULATIONS TO ALL OUR ABOVE & BEYOND AWARD RECIPIENTS.

GOLF COMMITTEE

RECRUITER OF THE YEAR

HOMEOWNER LEADER COMMITTEE

PRESIDENT’S AWARD

BUSINESS PARTNER COMMITTEE KRISTIN BERRYHILL-HOOD, ASSOCIA DESERT RESORT MANAGEMENT

COMMUNICATIONS COMMITTEE MATTHEW RITTENHOUSE, CMCA, AMS, WHITESTAR PROPERTY MANAGEMENT

EDUCATION COMMITTEE

JULIE FRAZIER, FRAZIER PEST CONTROL

JAY JARVIS AND BRUCE LATTA, PARC LA QUINTA HOA

MEMBERSHIP COMMITTEE

ROXI BARDWELL, PCAM, ADVANCED RESERVE SOLUTIONS

LONI PETERSON, PCAM, ASSOCIA DESERT RESORT MANAGEMENT

MARGARET “GEN” WANGLER, ESQ., CCAL


FRIDAY, JANUARY 17, 2020

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31


CAI-CV AWARDS AND MONTE CARLO NIGHT

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Quorum February, 2020


FRIDAY, JANUARY 17, 2020

Thank You to Our Volunteers RAMONA ACOSTA, PCAM TERESA AGNEW SAMMY AHMAD LORI ALBERT CARDINAL AMBROSE, PCAM SUE ANDERSON ERIC ANGLE, PCAM CLINT ATHERTON, PCAM SHARRON BADHAM, PCAM CHRISTINA BAINE DEJARDIN, ESQ. JULIE BALBINI, ESQ. MICHA BALLESTEROS ROXI BARDWELL, PCAM KRISTIN BERRYHILL-HOOD RODNEY BISSELL TAD BLACK CAMERON BRIDGES DANA BROWN, AMS CARI BURLEIGH, AMS KIMBERLY BURNETT KYMBERLI BURKE GARY BUTLER DIANE CARMONY SIERRA CARR JENNIFER CARROLL DAVE CARTER, AMS ERNIE CASTO JERRY CAVORETTO, AMS RICK CECH BERENICE CEJA CHRIS CELLINI CAROLYN CHESNUT, AMS TIFFANY CHRISTIAN JESS COLLAZO CARLOS CONTRERAS WENDY CROSS, AMS CHRISTIE CURTIS MARK DODGE, AMS SABINA DORN RHONDA DREWS, PCAM LORI FAHNESTOCK JAYME FAKEHANY, AMS

DAN FARRAR, AMS TIM FLANAGAN, ESQ. REBECCA FLORES, AMS MARTHA FOGG TRISH FORTE, AMS DEA FRANCK, ESQ. JOE FRAZIER JULIE FRAZIER CAROL FULTON, CIRMS ROSIE GALLA, PCAM CASSIE GERTZ DANIEL GOODRICH, PCAM JEFF GRADY AMANDA GRAY PHYLLIS HARKINS, AMS BECKY HAYES, CIRMS MARYANN HOSS, AMS LAURA HURTADO JENNIFER JAMES, ESQ. JAY JARVIS, CMCA DAMIAN JENKINS LINDA JOHNSON MONIQUE KERRIGAN GLORIA KIRKWOOD, PCAM ERIN KLINK BRUCE LATTA KEITH LAVERY, PCAM MATT LAWTON, CIC, CIRMS ASHLEY LAYTON, AMS ALISON LEBOEUF JIM LEIGHTY MANON LEONARD MIKE LIVINGSTON MARNE LOGAN MICHELLE LOPEZ JAIME MANN JAMES MCCORMICK, JR., ESQ., CCAL CHRIS MEYER HON. GLENN MILLER GREG MORROW NICKY MOYA

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BRIDGET NIGH LISA OLSON LILY ORTEGA GRACE PALUCK, CMCA MALLORY PAPROTH LONI PETERSON, PCAM DANA PRIDE KUMAR RAJA, ESQ. MIKE REY ROSE REYES MATT RITTENHOUSE, AMS CANDRA RODRIGUEZ, AMS SAM RODRIGUEZ, AMS JOANNE ROSE, PCAM LANNIE RUNCK DAVID SCHUKNECHT STEVEN SHUEY, PCAM CHRIS SIGLER BRITTANY SMITH HOLLY SMITH, AMS CAMI STAVISKI NANCY STEGEHUIS LOUISE STETTLER SUE SWEENEY, PCAM KAREN JOY TABBAH LISA TASHJIAN, ESQ. KAREN TILLOTSON MIKE TRAIDMAN MARY WALKER, AMS GEN WANGLER, ESQ., CCAL ELIZABETH WEBER, AMS HON. SUSAN MARIE WEBER RICHARD WEINER JOSH WIDENMANN ROB WINKLE TAYLOR WINKLE NATALIE WOODARD TIFFANY WRIGHT JACQUELINE WRIGHT JENNIFER ZEIVEL, AMS JOLEN ZEROSKI, CMCA

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33


CAI-CV AWARDS AND MONTE CARLO NIGHT

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Quorum February, 2020


FRIDAY, JANUARY 17, 2020

Awards Nominees VOLUNTEERS

SAMMY AHMAD CARDINAL AMBROSE, PCAM SUE ANDERSON SHARRON BADHAM, PCAM CHRISTINA BAINE DEJARDIN, ESQ. MICHA BALLESTEROS ROXI BARDWELL, PCAM KRISTIN BERRYHILL-HOOD KYMBERLI BURKE JENNIFER CARROLL DAVE CARTER, AMS ERNIE CASTO RICK CECH TIFFANY CHRISTIAN MARK DODGE, AMS SABINA DORN RHONDA DREWS, PCAM CHRISTINA ENRIQUEZ JAYME FAKEHANY, CMCA, AMS TRISH FORTE, AMS DEA FRANCK, ESQ. JULIE FRAZIER CAROL FULTON, CIRMS ROSIE GALLA, PCAM MALLORY GRAVES PAPROTH AMANDA GRAY PHYLLIS HARKINS, AMS BECKY HAYES, CIRMS JENNIFER JAMES, ESQ. LINDA JOHNSON GLORIA KIRKWOOD, PCAM BRUCE LATTA MATT LAWTON, CIC, CIRMS ASHLEY LAYTON, AMS ALISON LEBOEUF MICHELLE LOPEZ JAIME MANN JULIE MARGOLIS NICKY MOYA JERI MUPO LISA OLSON LILY ORTEGA LONI PETERSON, PCAM KUMAR RAJA, ESQ. ROSE REYES NENA RUTHERFORD-MILWARD

CAI-CV.org

DAVID SCRIBNER STEVEN SHUEY, PCAM HOLLY SMITH, AMS CAMI STAVISKI LOUISE STETTLER MIKE TRAIDMAN MARY WALKER, AMS GEN WANGLER, ESQ., CCAL BRANDI WILSON, PCAM ROB WINKLE ELIZABETH WEBER, AMS TIFFANY WRIGHT

ASSOCIATIONS

INDIAN RIDGE COUNTRY CLUB HOA LAS BRISAS NORTH MONTEREY COUNTRY CLUB HOA PALM VALLEY COUNTRY CLUB HOA RANCHO LAS PALMAS HOA ST. AUGUSTINE OWNERS ASSOCIATION

BUSINESS PARTNERS

AMS PAVING ASPHALT MD’S ASSOCIA DESERT RESORT MANAGEMENT CARTWRIGHT TERMITE & PEST CONTROL, INC. FIORE RACOBS & POWERS, A PLC FRAZIER PEST CONTROL VANTAGE POINT CONSTRUCTION

COMMITTEES

AWARDS COMMITTEE BOWLING COMMITTEE BUSINESS PARTNER COMMITTEE CLAC – LSC COMMITTEE EDUCATION COMMITTEE GOLF COMMITTEE HOMEOWNER LEADER COMMITTEE MEMBERSHIP COMMITTEE OKTOBERFEST COMMITTEE PROFESSIONAL MANAGERS COMMITTEE PROGRAMS COMMITTEE PUBLIC RELATIONS COMMITTEE QUORUM COMMITTEE VOLUNTEER COMMITTEE WINE COMMITTEE

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35


WATER WISE

F Free Residential Landscape Workshops Help Increase Outdoor Water Efficiency By CVWD

or the average Coachella Valley home, 70 to 80 percent of the water is used outside on landscaping. Using water-efficiency techniques associated with landscaping is one of the most significant steps you can take to reduce water use. The Coachella Valley Water District (CVWD) supports a smarter, more efficient use of water regardless of your landscape type. Here are some workshops designed to help residents learn how to create water-efficient landscapes.

DESIGNING OUTDOOR LIVING SPACES Thursday, February 6, 5:30 to 7 p.m. Dive into design basics and learn how to choose the appropriate plants and materials for your space to create a beautiful landscape with intention. Speaker: Tom Doczi, Landscape Architect, TKD Associates, Inc.

BACKYARD COMPOSTING Saturday, March 14, 9 to 10 a.m. 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 & Master Composters

WIGGLY WORM COMPOSTING & BIN WORKSHOP Saturday, March 14, 10:30 a.m. to 1:30 p.m. 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-Your-Own Worm-Bin workshop. Either bring your own materials from the list provided on our website or buy the materials for $26 at the class. Worms are provided FREE of charge at each workshop. It’s fun, easy and kids love it. Speakers: Riverside Co. Dept. of Waste Resources & Master Composters

SYNTHETIC TURF INSTALLATION WORKSHOP FOR HOMEOWNERS Tuesday, April 14, 5:30 to 7 p.m. Learn about the different types of synthetic turf materials and the best installation practices. Speaker: Henry Van Antwerp, Imperial Synthetic Turf All events will be held at CV WD’s Steve Robbins Administration Building at 75515 Hovley Lane East, Palm Desert. Registration is not required but space is limited on a first-come, first-served basis. For more details, visit www.cvwd.org. 36

Quorum February, 2020


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37


SECURITY

Cameras in the Common Area: Spoiler Alert – Don’t Call Them Security Cameras! By Brian Moreno, Esq.

"Should an association decide to proceed with the installation of cameras in the common areas, it is imperative that the association not only develop policies for footage review but also disclose to the membership the board's intentions."

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Quorum February, 2020

B

efore installing cameras owned and operated by the association, board members should consider the association’s long-term goals keeping in mind that cameras do not necessarily provide security. For the most part, installed cameras collect footage of attempted or completed crimes to help law enforcement and the association identify people that violate laws and the association’s governing documents. According to a research article published by the American Society of Criminology in 2019, cameras in residential areas impact property damage and vehicle theft rates but have no significant impact on violent crimes. In addition, researchers have found that in the presence of cameras, people let their guard down making them more susceptible to becoming targets of crime. For this reason, we recommend you refrain from using the term “security cameras” in any of the disclosures or communications about cameras. Associations do not want the liability of providing security, creating a duty where one does not exist unless security is actually required by the association’s governing documents. Should an association decide to proceed with the installation of cameras in the common areas, it is imperative that the association not only develop policies for footage review but also disclose to the membership the board's intentions. Penal Code section 647(j) prohibits concealment of cameras and requires that the view of the camera not include areas where people expect privacy. Examples of where people have an expectation of privacy include inside their homes, in a restroom, or dressing room. We are often asked if a pool area or gym would be considered a place where one expects privacy. In our view, these are areas open to the membership and a person is not entitled to a reasonable expectation of privacy in these locations.


Your Fastest Mobile Access to CAI-CV We also recommend that associations provide a disclosure notice to residents about cameras, including: • protective language in case cameras fail

Have you downloaded the CAI-Coachella Valley App? • Mobile access to Quorum • Mobile access to 2020 calendar • Register for events • Mobile access to the CAI-CV directory • Access to social media links • Access to event photos • Quicklist link to CAI-CV Corporate Sponsors • Turn on notifications for CAI-CV's latest news and updates

• indicate that not all areas of the common area are covered • notice that the association is not responsible for gaps in the camera view or for lost footage • provide access restrictions and any costs associated with reviewing footage (we recommend that associations restrict access to the footage to the board or, at the very least, provide that it will be made available at the board’s discretion) • a policy to preserve footage for any requests made to allow an owner to seek a court order

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• include how long the footage is saved before it is recorded over

Directions: Go to your smartphone app store and type in CAI-Coachella Valley and look for the CAI-CV logo, and download the app. You do not need to log in to the app but you do need to log in to CAI-CV to use all the features. Call the CAI-CV office with questions, (760) 341-0559.

• a reminder that the association is not providing “security” and that each member is responsible for their own security unless the governing documents provide otherwise. Including this in your annual disclosures is a great way to make sure you are informing residents regularly. To avoid potential liability, if cameras become inoperable, the association should send out a separate disclosure alerting members and residents. It is important to note that in some cases, members may request to review the footage for claims against the HOA. To the extent that the association makes the footage available to members, it must be honest and forthcoming with footage that shows the association’s liability for an incident, such as a gate hitting a vehicle. This brings us to fake cameras. Don’t do it. If residents rely on false information, the HOA is exposing itself to liability resulting from a detrimental reliance claim. An example of this might be that the owner would have installed cameras if they knew that the association’s cameras were fake. Should a crime occur and the victim isn’t able to get the assistance they thought they would have in finding the perpetrator due to fake cameras, the association may be found liable for creating the false sense of security. Whether your board decides to install cameras in the common area or not, they must take into consideration privacy rights and disclosure responsibilities. Your HOA attorney should be consulted. This article first appeared in the Ventura County Star. Brian D. Moreno, Esq. is attorney with the law firm firm of SwedelsonGottlieb, a member of CAI-CV. Brian has practiced common interest development law since 2003. Brian can be reached at (760) 479-5474 or by email at bdm@sghoalaw.com.

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39


WATER WISE

Save Water and Money with Rebates By Angela Zepeda, CV Water Counts

T

he Coachella Valley’s six water agencies regularly offer rebate programs for residents and businesses alike. Below are a list of the rebate offers currently available.

COACHELLA WATER AUTHORITY (CWA) CWA, upon availability of funds, offers $2 per square foot for residential projects up to 10,000 ft. and $3 for commercial and municipal projects up to 25,000 ft.

COACHELLA VALLEY WATER DISTRICT (CVWD) Lawn Conversion: Remove your grass and convert to desert-friendly landscaping. For residential customers, rebates are available at $2 per square foot up to a maximum of 10,000 square feet per program year (July 1-June 30). HOA and commercial customers can receive $2 per square foot up to 25,000 square feet per project. Smart Irrigation Controller: Install this water saving device that automatically adjusts your irrigation run time. It also turns itself off when it rains. 40

Quorum February, 2020

Homeowners may be eligible to receive a free smart controller, including installation. CVWD will refund 75% of the cost for large landscape customers up to $10,000 per project. Spray Nozzles: Convert less efficient spray nozzles to new generation rotary nozzles. These sprinklers water a lawn with streams of water for superior wind resistance and efficiency. Rebates are $4 per nozzle for a maximum of $2,000. Irrigation Upgrade: HOA and commercial customers may receive rebates for replacing overhead spray heads, adjustable bubblers, emitters with subsurface/in-line drip tubing and non-adjustable, pressure compensating bubblers and emitters. The rebate pays .50 cents per square foot of converted irrigated area. These programs require pre-approval before you begin your project.

DESERT WATER AGENCY (DWA) Grass Removal: $2 per square foot for front yards, backyards and HOA common areas to replace with desert landscape or artificial turf (Do not

remove grass until approved). Smart Controllers: Up to $250 (residential) and $3,250 (large-scale) for WiFi models or weather sensors.Nozzles/ Irrigation Heads: Up to $7 per nozzle, rotating spray heads and fixed-rate bubblers. Washing Machine Pilot Program: Up to $250 on Energy Star certified efficient models. Toilet Rebate: Up to $100 per efficient toilet for businesses with a minimum of 10 toilets. For more information and rebate requirements, visit dwa.org/rebates.

INDIO WATER AUTHORITY (IWA) Turf Removal: $2 per square feet for residential and commercial customers. The maximum amount is $20,000 or 10,000 square feet for residential accounts and $60,000 for commercial accounts. As long as a customer has the turf to remove, they can apply multiple times until they reach the limit. Terms and conditions apply. Turf must be present at the time of pre-inspection by IWA to qualify for rebate; in other words,


grass must not be removed until IWA approves the rebate application. Irrigation Upgrades: Residential accounts can receive up to $750 while commercial accounts can receive up to $1,500 for aboveground irrigation upgrades, including smart controllers, high-efficiency nozzles, drip irrigation, etc. IWA does not pay for underground parts and labor. Pre-approval by IWA is required prior to starting a project in order to receive a rebate. Toilet Rebate: Buy a toilet with a gallons per flush of 1.28 or lower and you may be eligible to receive up to $150 per toilet; the maximum is two (2) toilets per residential account. This rebate does not require pre-approval but terms and conditions apply. Proof of purchase and recycling receipts are required. Commercial accounts may be approved for a higher number of toilets and/or urinals. Clothes Washer Rebate: Clothes washer with a water factor of 6 or less may be eligible for a rebate of $150; rebate is limited to one (1) per account. No pre-approval required. However, please ensure that you take at least two photos of your old washer showing the placement and label (make/model) before it is replaced. For more information and rebate requirements, visit www.indiowater.org/rebates. Rebate programs may change, so be sure to check with your water agency or visit cvwatercounts.com/water-map to see what rebates are currently available in your area. CV Water Counts is a non-profit collaborative that was formed to focus on water conservation, through awareness and education to Coachella Valley residents, businesses and government. It is comprised of the Coachella Valley's six water agencies: City of Coachella/ Coachella Water Authority (CWA), Coachella Valley Water District (CVWD), Desert Water Agency (DWA), City of Indio/Indio Water Authority (IWA), Mission Springs Water District (MSWD) and Myoma Dunes Water Company (MDWC). For more information, visit CVWaterCounts.com. Angela Zepeda is Conservation and Outreach Coordinator for Indio Water Authority. She can be contacted at azepeda@indio.org.

Time Honored Member Richard Weiner Signarama

By Grace Paluck, CamEx, CCAM Richard Weiner works with Signarama, a locally owned franchise helping HOA’s around the Coachella Valley with their signage needs. Signarama has been in business here for 37 years and is a longtime supporter of CAI-CV. They are a Titanium Corporate Sponsor and produce all the Chapter’s event Richard Weiner signage. They also did the sign on the front of the Chapter’s office building and front door. Richard moved to the Valley in 2012 after living in San Diego for 23 years. He says he now lives where he used to vacation. Now, he gets to enjoy the warmth of the sun year-round. During his leisure time he enjoys the occasional golf game, regular gym workouts and working on the never-ending “honey do” list. He enjoys reading John Grisham books and listening to most music genres. He really loves George Strait and Trisha Yearwood. Richard has been married almost 50 years, has one son and two grandkids. Richard has been a member of CAI-CV’s PR Committee for three years and has been helping them raise the Chapter’s visibility and positive reputation with the general public, realtors, cities, chambers and other key influencers. Richard said, “From my position with Signarama, I have had the fortunate opportunity to meet and work with many dedicated professionals to help communities run successfully. Signarama has a strong commitment to support CAI-CV and help foster their work with local HOAs.” When asked to give an example of someone who inspired him, Richard said it was Jim Lundy, author of the book, "Lead, Follow or Get Out of the Way," who he met in San Diego. Lundy helped mentor him in goal setting techniques and having clear communication, lessons he strives to use every day. His favorite saying is “Together Each Achieves More (TEAM),” as taught by Jim Lundy. Thank you, Richard, for your time and service to CAI-CV. Grace Paluck is the Division Executive Vice President for The Management Trust. She can be reached at (760) 776-5100 or by email at grace.paluck@managementtrust.com. CAI-CV.org

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41


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.

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Quorum February, 2020


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2020 CORPORATE SPONSORS TITANIUM____________ AMS Paving, Inc. Associa Desert Resort Management Bissell Designs Cartwright Termite & Pest Control, Inc. Conserve LandCare Fiore Racobs & Powers, A PLC Gardner Outdoor and Pool Remodeling Prendiville Insurance Agency Roof Asset Management Signarama Sunshine Landscape Vantage Point Construction, Inc. Western Pacific Roofing

PLATINUM____________ Asphalt MD's C. L. Sigler & Associates, Inc. NPG Asphalt Pacific Western Bank Patrol Masters, Inc. Sherwin-Williams Paint Company

GOLD_________________ Alliance Association Bank AMS Connect BRS Roofing Inc. DSI Security Services Epsten, APC Flood Response Green Bryant & French, LLP Horizon Lighting Inc. Powerful Pest Management Roseman Law, APC Seacoast Commerce Bank UgMo Technologies

SILVER________________ Cooper Coatings INC Delphi Law Group, LLP Diversified Asphalt Products Dunn-Edwards Corporation DWI EmpireWorks Reconstruction and Painting Frazier Pest Control, Inc. Guralnick & Gilliland, LLP LaBarre/Oksnee Insurance Agency, Inc. Mutual of Omaha Bank/CondoCerts Pro Landscaping, Inc. PWLC II, Inc. Superior Roofing Tinnelly Law Group

BRONZE______________ Adams Stirling, PLC Advanced Reserve Solutions Alan Smith Pool Plastering Allied Universal Animal Pest Management Services, Inc. Ben's Asphalt & Seal Coating Brabo & Carlsen, LLP Community Legal Advisors Inc. Desert Concepts Construction, Inc. Fenton, Grant, Mayfield, Kaneda & Litt, LLP MeterNet NLB Consulting O'Connell Landscape Maintenance Popular Association Bank Powerstone Property Management PrimeCo RealManage Rey Insurance Services, Inc. S. B. S. Lien Services SCT Reserve Consultants, Inc. Sunstates Security The Naumann Law Firm Three Phase Electric Union Bank Vista Paint Corporation

ATTENTION COMMUNITY ASSOCIATION MANAGERS AND ASSISTANT MANAGERS SAVE THE DATE FOR CAI-CV’s

C

A

M DAY 2020

Community Association Manager Day

FRIDAY, FEBRUARY 7, 2020 | 8:00 a.m. – 5:00 p.m. Villa Portofino | 4001 Via Portofino, Palm Desert WHITE IS FOR LOCAL EVENTS

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

FEBRUARY

MARCH

CAI’s Board Basic Training (for new board members) WHEN: Saturday, February 1, 2020, 9:00 a.m. – 12:00 p.m. W HERE: CAI-CV Classroom, Palm Desert

CAI-CV’s Educational Lunch Program & Mini Trade Show

CAI-CV’s Board Member Workshop (for board members) WHEN: Tuesday, February 4, 2020 W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s CAMDAY (for assistant managers and managers) WHEN: Friday, February 7, 2020, 8:00 a.m. to 5:00 p.m. W HERE: Villa Portofino, Palm Desert CAI’s M-201 Facilities Management (for managers) WHEN: Friday, February 14, 2020, 8:00 a.m. to 5:00 p.m. W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members)

WHEN: Friday, February 21, 2020, 11:15 a.m. to 1:30 p.m. W HERE: Palm Valley Country Club, Palm Desert

(for all members)

WHEN: Friday, March 6, 2020, 11:15 a.m. to 1:30 p.m. W HERE: Palm Valley Country Club, Palm Desert CAI’s M-206 Financial Management (for all members) WHEN: Friday, March 13, 2020, 8:00 a.m. to 5:00 p.m. W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s Assistant Manager on the Run (for assistant managers) WHEN: Friday, March 20, 2020, 8:30 a.m. to 9:30 a.m. W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s Board Member Workshop (for board members) WHEN: Friday, March 27, 2020, 3:30 p.m. to 5:00 p.m. W HERE: Shields Date Garden, Indio CAI-CV’s Corks for CLAC Wine Tasting (for all members) WHEN: Friday, March 27, 2020, 5:30 p.m. Where: Shields Date Garden, Indio CAI’s Day at the Capitol (for all members) WHEN: March 30-31, 2020 W HERE: Sacramento

Profile for CAI-Coachella Valley Chapter

Quorum February 2020