JANUARY 2016
Coachella Valley Community Associations Institute Magazine
Chapter Strategic Planning
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Turf and Clotheslines and Short-Term Renters, Oh My!
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Finding Your Professional Advantage – Ten Ways to Build Your Personal Brand
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1981 From the “Twits” to the “Eagles” The CAI-CV Softball Team
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CELEBRATING 35 YEARS OF BUILDING BETTER COMMUNITIES
CIATIO ASSO NS Y T IN I N L LA
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FAX: (760) 568-3053
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BOARD OF DIRECTORS COACHELLA VALLEY CHAPTER 2016
With community association lending expertise like ours, you’ll get the job done right.
GERARD GONZALES, PRESIDENT Albert Management, Inc. TAD BLACK, PAST PRESIDENT Associa OnCall
take that to the bank.
PHYLLIS HARKINS, PRESIDENT ELECT Palm Desert Country Club Association
Brendan Concannon Regional Account Executive 619-961-6346 Toll Free 866-800-4656, ext. 7480 brendan.concannon@mutualofomahabank.com
LESLEE CICOGNA, TREASURER Associa Desert Resort Management JOHN WALTERS-CLARK, SECRETARY NPG Nelson Paving CARDINAL AMBROSE, DIRECTOR Albert Management, Inc. RHONDA DREWS, DIRECTOR Associa Desert Resort Management
mutualofomahabank.com AFN46055_0913
Member FDIC Equal Housing Lender
EQUAL HOUSING
LENDER
MATT LAWTON, DIRECTOR Prendiville Insurance Agency GEN WANGLER, ESQ., DIRECTOR Fiore Racobs & Powers JOLEN ZEROSKI, DIRECTOR Union Bank
CAI Coachella Valley Office 41-905 Boardwalk, Suite A-2 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org CAL LOCKETT Executive Director clockett@cai-cv.org
ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION editor@cai-cv.org The materials contained in this publication are designed to provide our members with accurate, timely and authoritative information with regard to the subject covered. 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, nor do we have the facilities or the personnel to do so. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.
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CONTENTS
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FEATURES
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From the “Twits” to the “Eagles” The CAI-CV Softball Team By Gen Wangler, Esq., CCAL
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Strategic Planning for 2016 By Executive Director Cal Lockett
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Finding Your Professional Advantage – Ten Ways to Build Your Personal Brand
By Lori Albert, CCAM
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Turf and Clotheslines and Short-Term Renters, Oh My!
By Adrian J. Adams and Laurie Poole, Esq.
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What's New for Quorum in 2016
By Rodney Bissell
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CHAPTER EVENTS
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CAI-CV December 18, 2015 Program Lunch & Mini Trade Show
CHAPTER NEWS
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CAI-CV Chapter 2016 Calendar
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Meet the Leadership Public Relations Committee Chair
Mark Dodge, CMCA, AMS By Erin H. Fujioka
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Chapter Upcoming Events
36 CAI-CV.org
facebook.com/CAICV
twitter.com/CAI_CV
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800.300.1704 | www. epsten.com
A recognized leader in Community Association Law QUORUM COMMITTEE MEMBERS
Providing Solutions to
COMMON INTEREST DEVELOPMENT LEGAL ISSUES
since 1986
KYMBERLI TAYLOR-BURKE, CHAIR O’Connell Landscape RODNEY BISSELL, CO-CHAIR Bissell Design Studios Inc. ANTOINETTE HAMILTON Suntrek Solar CARI BURLEIGH The Management Trust DAN STITES CBCI Construction DEA FRANCK, ESQ. Epsten, Grinnell & Howell ERIN FUJIOKA G4S Security
KNOWLEDGE INTEGRITY COMMITMENT SUCCESS
FRAN MULLAHY Vintage Associates, Inc. JOHN WALTERS–CLARK NPG/Nelson Paving & Grading LAURIE S. POOLE, ESQ. CCAL Peters & Freedman, LLP LISA LYNN Albert Management MARGARET “GEN” WANGLER, ESQ. CCAL Fiore Racobs & Powers PHYLLIS HARKINS Palm Desert Country Club Association TIFFANY GOFF The Management Trust STEVEN SHUEY, PCAM, CCAM Personalized Property Management CREATIVE DIRECTOR & GRAPHIC DESIGNER
ASSOCIATION COUNSEL | ASSESSMENT RECOVERY | CIVIL LITIGATION CONSTRUCTION LAW | CONSTRUCTION DEFECT APPELLATE LAW | DEVELOPER TRANSITION | SENIOR HOUSING | FAIR HOUSING
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COACHELLA VALLEY
760.836.1036 | fax 760.836.1040 74830 Hwy. 111, Ste. 100, Indian Wells, CA 92210
INLAND EMPIRE
951.461.1181 | fax 858.527.1531 43460 Ridge Park Dr., Ste. 200, Temecula, CA 92590 6
RODNEY BISSELL Bissell Design Studios Inc. rodney@bisselldesign.com (714) 293-3749
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 the Quorum are subject to editing and rewriting by the Quorum Committee.
CONTENTS DEPARTMENTS
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President’s Message
12 Maintenance
The Care and Feeding of Waterproof Decks By Dan H. Stites
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About CAI-CV Consider Volunteering and Serving on a CAI-CV Committee
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Platinum Spotlight
Accurate Leak Locators
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About CLAC CLAC Moment
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Pearls of Wisdom
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NEW FOR 2016
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23 PE ARLS OF
WISDOM
Charity Albert Management’s Sixth Annual Bear Affair By Lori Albert, CCAM
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Time Honored Outgoing Chapter Directors Rob Winkle
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Christina Baine DeJardin Paula Tapia
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Water Wise
QSA Vital to Coachella Valley’s Future By John Powell Jr.
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Welcome Aboard Local's Choice Printing and Direct Mail By Lisa Lynn, CCAM
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Trending Now Linked In: Connect. Find. Be Found. By Antoinette Hamilton
CAI-CV.org
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FROM THE CHAPTER
President’s Message
Gerard J Gonzales, Vice President - Albert Management, Inc., CAI-CV Chapter President
Happy New Year! I hope that everyone had a fun-filled and safe holiday season. The New Year brings new opportunities and I am extremely excited to serve as the 2016 Chapter president. There was an incredible amount of work done in 2015 as we improved chapter day-to-day operations, implemented new technologies, focused on outreach and visibility within our community, overhauled key committees …. the list goes on and on. All of this work has propelled us toward our goal of becoming a model chapter for CAI, and the industry experts for common interest developments in the Coachella Valley. Our successes could not have been accomplished without great leadership. Special thanks to those outgoing board members serving their full terms, Christina Baine DeJardin, Esq. from Peters & Freedman, Paula Tapia from Associa Desert Resort Management and Rob Winkle from Western Pacific Roofing. Lastly, a big thanks to Tad Black, the 2015 Chapter president, for his unwavering dedication, tenacity and leadership to CAI-CV.
Now, I’d like to introduce our 2016 board of directors and their roles: PAST PRESIDENT TAD BLACK, ASSOCIA ONCALL PRESIDENT ELECT PHYLLIS HARKINS, PALM DESERT COUNTRY CLUB ASSOCIATION SECRETARY JOHN WALTERS-CLARK, NPG NELSON PAVING TREASURER LESLEE CICOGNA, ASSOCIA DESERT RESORT MANAGEMENT DIRECTOR CARDINAL AMBROSE, ALBERT MANAGEMENT, INC. DIRECTOR RHONDA DREWS, ASSOCIA DESERT RESORT MANAGEMENT DIRECTOR MATT LAWTON, PRENDIVILLE INSURANCE AGENCY DIRECTOR GEN WANGLER, ESQ., FIORE RACOBS & POWERS DIRECTOR JOLEN ZEROSKI, UNION BANK In January, the chapter office will be busy finalizing committee leaders and volunteers, conducting board and committee training and preparing for our first educational lunch program and mini trade show of the year. On Friday, January 8, nationally renowned HOA expert, Julie Adamen, will be our speaker for our Lunch Program and Mini Tradeshow. February is jam packed with educational events for community association volunteer leaders (board members) and community association managers. We will host a Manager on the Run (MOTR) program for managers on Friday, February 5 and a Board Member Workshop (BMW) on Thursday, February 18. Also on February 18th, we will host our third annual wine tasting event, Corks for CLAC. Our second educational luncheon and mini trade show will be Friday, February 12. The New Year brings resolutions and it will be the mission of this board to build on our efforts in 2015 and not miss a beat in 2016. We had a successful and enlightening strategic planning session in October which helped us align the Chapter’s goals in 2016. These goals will be to continue to standardize the chapter infrastructure and operations, continue our efforts of outreach in the Coachella Valley communities and continue positive growth and retention of members. It will be my mantra to ensure that the Chapter is “always moving forward.” My door is always open and I welcome suggestions and ideas to make your membership in CAI-CV as valuable as it can be. It’s going to be a great and fun ride!
CAI-CV MISSION STATEMENT Gerard J. Gonzales Vice President - Albert Management, Inc.
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The mission of CAI-CV is to provide leadership for successful development and operation of community associations through information, research and education.
CHAPTER NEWS 2016 CORPORATE SPONSORS
PLATINUM_____ Accurate Leak Locators Asphalt MD's Epsten Grinnell & Howell Fiore Racobs & Powers NPG Nelson Paving Pacific Western Bank Peters & Freedman, L.L.P. Western Pacific Roofing
GOLD__________ CBCI Construction Diversified Asphalt Flood Response United Paving
SILVER_________ Artistic Maintenance, Inc Painting Unlimited, Inc. Powerful Pest Management Prendiville Insurance Agency PrimeCo Construction Union Bank Homeowners Association Services
BRONZE_______ All Counties Fence and Supply Animal Pest Management Association Reserves Bank of Southern California Dunn-Edwards Paint Corp. Flanders Painting, Inc. Horizon Lighting Kasdan Lippsmith Weber Turner, LLP LaBarre/Oksnee Insurance Agency S.B.S. Lien Services Vista Paint Corporation Our Corporate Sponsors as of January 1, 2016
CAI-CV Chapter New & Renewing Members RENEWING BUSINESS PARTNERS AMS Stephanie Long admin@amsprotectme.com (760) 341-3593
NEW MANAGER MEMBERSHIP AVAIL PROPERTY MANAGEMENT Stephanie Swenstad stephanie@availhoa.com (760) 771-9546
RENEWING PUBLIC INTEREST PARTNERS COACHELLA VALLEY WATER DISTRICT Don Ackley dackley@cvwd.org (760) 398-2651
ASPHALT MD'S Elmer Merkovsky (760) 863-4500
RENEWING MANAGER MEMBERSHIP Martha C. Fogg mfogg@dfmaster.com (760) 341-6016
RENEWING VOLUNTEER LEADERS CATHEDRAL SPRINGS HOMEOWNERS ASSOCIATION Ed Barros Evelyn Rieth Shane Petrik
FIRST FOUNDATION BANK Anita Young ayoung@ff-inc.com (949) 372-7332 FRAZIER PEST CONTROL, INC. Julie Frazier julie@frazierpestcontrol.com (760) 328-6115 LEAK POINT Richard Welsh leakpoint@gmail.com (760) 364-2503 SERVPRO OF PALM SPRING AND INDIAN WELLS Chris Bennett chris@servproiwps.com (760) 327-7700 RENEWING MULTI-CHAPTER BUSINESS PARTNERS ARTISTIC MAINTENANCE, INC. Marlene Arredondo marredondo@artisticmaintenance.com (949) 581-9817 FENTON, GRANT, MAYFIELD, KANEDA & LITT, LLP Katy Krupp kkrupp@fentongrant.com (949) 435-3800 Ext. 304 MARIPOSA LANDSCAPES, INC. Larry Rudd larry@mariposa-az.com (623) 764-1488
EL DORADO COUNTRY CLUB Kristi Foster kristi@eldoradocc.org (760) 423-1587
GALLERY OWNERS ASSOCIATION Neal Victor Scott McKell
PALM DESERT COUNTRY CLUB HOMEOWNERS ASSOCIATION Phyllis Harkins, CMCA, AMS phyllis@pdcca.com (760) 345-2331 MANAGEMENT COMPANY MEMBERSHIP FIRSTSERVICE RESIDENTIAL Daniel Farrar, CMCA daniel.farrar@fsresidential.com (760) 834-2487 RENEWING NATIONAL CORPORATE MEMBERSHIP ASSOCIATION CAPITAL BANK, A DIVISION OF TEXAS CAPITAL BANK Robin L. Storey, CMCA robin.storey@acapbank.com (770) 365-3331
MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION Curt Beyer Jerry Stamper Michelle Madison Robert William Fouyer Tom Tousignant SUN CITY SHADOW HILLS Erica Hedlund Joan Dzuro John Council
100%
community SHARE THE GOODNESS!
METERNET Moquey K'Seal Marquross m.marquross@meternetusa.com (800) 985-1179 NAUTILUS GENERAL CONTRACTORS, INC. Annie Vongphosy annie@nautilusgeneral.com (858) 939-1525 SCT RESERVE CONSULTANTS, INC. Michael C. Graves, RS mike.g@sctreserve.com (951) 296-3520 THE INSPECTORS OF ELECTION, LLC Marc M. Poland marc@theinspectorsofelection.com (800) 350-8333
CAI Annual Conference & Exposition May 4–7, 2016 | Orlando, FL
www.CAIonline.org
UNITED PAVING CO. Michelle Zubia michelle@united-paving.com (714) 904-6327
CAI-CV.org
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register Save $50 when you rch 30! on or before Ma
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FEATURE
From the “Twits” to the “Eagles” THE CAI-CV SOFTBALL TEAM By Gen Wangler, Esq., CCAL
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Cavoretto also came to almost every game to cheer us on, as did Steven Shuey. We did have some drama. At one game, Cardinal Ambrose was sliding into third base when a guy, a big guy, tried to throw her out. Instead, the ball hit her in the face and broke her jaw. She returned to the field after a full recovery. We all got bruised and banged up at one time or another, but kept going. It was a lot of fun, and I know that all of the team members appreciate the friendships that came out of it, and the camaraderie.
COM M U
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ometime in the 1990s, someone in the Chapter (Gary Butler? Dan Barnett?) had the brilliant idea of forming a coed softball team to play in the Palm Springs league. Among the brave who played on the team were Rob and Ronda Winkle, Ron Winkle, Jim Schilling, Dan Barnett, Peggy Redmon, Gary Butler, Cardinal Ambrose, Rob Gilliland, Dave Peters, Clint Schreiner, Wayne Carlsen and me. When we started, we played at Demuth Park. Later, we moved to Big League Dreams in Cathedral City. We played once a week, with an occasional double header. We played year round, too, in the summer and the "cold" of winter. We called ourselves the "Twits." This was because most of us were, shall we say, a little rusty at throwing, catching, batting and running. All the skills required to play softball. But as we played each week, we all got a little better. We even started to win games occasionally. In fact, we started winning almost all of our games and rose in the standings. We decided we were no longer "Twits," so we became the "CAI Eagles," to reflect our greatness! The Chapter's CED at the time was Terry O'Brien, and he was our biggest fan. He came to every game, cheered loudly and probably was not the referees' favorite person. Jerry
UN
CAI-CV 2016 CALENDAR JANUARY 1 8 18 21-22 25 28-30
Friday Friday Monday Thursday-Friday Monday Thursday – Saturday
Friday Friday Monday Thursday Thursday Wednesday Thursday – Saturday
Manager on the Run (MOTR) Lunch Program & Mini Trade Show President’s Day – Holiday Board Member Workshop (BMW) Corks for CLAC Wine Tasting CAI-CV Board Meeting CAI’s M100 Course – Santa Ana
MARCH 3-4 Thursday – Friday 11 Friday 23 Wednesday
CAI’s CASE Study for PCAM – Los Angeles Lunch Program & Mini Trade Show CAI-CV Board Meeting
APRIL 1 8 15 17-18 22 27
Friday Friday Friday Sunday-Monday Friday Wednesday
Manager on the Run (MOTR) Lunch Program & Mini Trade Show Essentials Course for CAVLs CLAC Day at the Capitol CAI-CV’s Spring Golf Tournament CAI-CV Board Meeting
Wednesday-Saturday Friday Monday – Tuesday Tuesday – Wednesday Thursday – Friday Wednesday Monday
CAI National Conference – Orlando Lunch Program & Mini Trade Show CAI’s M202 Course – Santa Ana CAI’s M203 Course – Santa Ana CAI’s M204 Course – Santa Ana CAI-CV Board Meeting Memorial Day – Holiday
MAY 4-7 13 16-17 17-18 19-20 25 30
JUNE 3 7 10 22 23-24 23-24 24
Friday Tuesday Friday Wednesday Thursday-Friday Thursday-Friday Friday
CAI COURSES/EVENTS – GREEN HOLIDAYS – RED JULY
New Years – Holiday Lunch Program & Mini Trade Show Martin Luther King Day – Holiday CAI’s M205 Course – Santa Ana CAI-CV Board Meeting CAI Law Seminar – New Orleans
FEBRUARY 5 12 15 18 18 24 25-27
CHAPTER PROPOSED EVENT DATES - BLUE
4 Monday 21-22 Thursday-Friday 27 Wednesday
Independence Day – Holiday CAI’s M304 Course – Santa Ana CAI-CV Board Meeting
AUGUST 25-26 Thursday-Friday 12 Friday 24 Wednesday
CAI’s M201 Course – Santa Ana Manager on the Run (MOTR) CAI-CV Board Meeting
SEPTEMBER 5 8-10 9 21-24 22-23 23 28
Monday Thursday-Saturday Friday Wednesday-Saturday Thursday-Friday Friday Wednesday
Labor Day – Holiday CAI’s M100 Course – Santa Ana Lunch Program & Mini Trade Show CAI’s Large Scale Workshop CAI’s M203 Course – Santa Ana CAI-CV’s Casino Night CAI-CV Board Meeting
OCTOBER 6-8 7 10 14 19 20 20 21 21 26
Thursday-Saturday Friday Monday Friday Wednesday Thursday Thursday Friday Friday Wednesday
CAI’s Management Co. CEO Retreat Manager on the Run (MOTR) Columbus Day – Holiday Lunch Program & Mini Trade Show CAI-CV’s Strategic Planning CLAC Fundraiser (hosted by CAI-CV) CAI’s Common Interest Development Law Course CAI Statewide Legal Forum (hosted by CAI-CV) CAI-CV’s Oktoberfest CAI-CV’s Annual Board Meeting
NOVEMBER 3-4 4 11 17-19 16 24-25
Thursday-Friday Friday Friday Thursday-Saturday Wednesday Thursday-Friday
CAI’s M206 Course – Santa Ana Lunch Program & Mini Trade Show – Leg Update Veterans Day – Holiday CAI’s M100 Course – Palm Desert CAI-CV Board Meeting Thanksgiving – Holiday
DECEMBER Manager on the Run (MOTR) Business Partner Mixer Lunch Program & Mini Trade Show CAI-CV Board Meeting CAI’s M202 Course – Palm Desert CAI’s M206 Course – Los Angles CAI-CV’s Bowling Tournament
1 1 1-2 9 14 25-26
Thursday Thursday Thursday-Friday Friday Wednesday Sunday-Monday
Board Member Workshop (BMW) CAI-CV’s Holiday Mixer CAI’s M205 Course – Riverside Manager on the Run (MOTR) CAI-CV Board Meeting Christmas – Holiday
JANUARY 2017 27 Friday
CAI-CV.org
CAI-CV’s 2016 Awards Night
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MAINTENANCE
The Care and Feeding of Waterproof Decks Dan H. Stites, Chairman & CEO CBCI Construction, Inc.
‘I just had a brand new, beautiful waterproofing system installed on the balcony deck off my second story recreation room and I want it to continue to look new! What do I do?’ Well, you've taken the most important step by asking the question. Most folks say 'New deck, six year warranty; I'm not going to worry about it for another six years. Fire up the BBQ!' Big mistake! Waterproof decking systems are like your car - they need to be maintained and you need to avoid things that will harm them. You have the oil and filters changed regularly in your car and you wouldn't drive it into a raging river. Your new deck is no different. ‘OK, I get it. So what do I do?’ Just a few simple rules to follow, but first some background. Most modern decking systems (particularly residential) have a plywood deck (called sheathing) with a waterproof membrane which is then covered with some sort of protective/decorative coating. If your deck develops a leak it means that the membrane has been damaged and even the smallest leak can mean disaster! How? The leak gets to the plywood, softens it and it starts to flex with foot traffic, etc, and the flexing can cause fatigue cracks in the membrane thus allowing more water in and the spiral continues. Your job is to protect the membrane from damage and to make sure water is not trapped on your deck in any way (the 'waterproofing' is not designed to be a 'swimming pool liner' but to prevent leaking while the water runs off the deck).
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MAINTENANCE
HERE ARE THE RULES: 1. Take your car for a test drive! As soon as your contractor completes the installation of your new deck, insist on a water flood test. Flood it for at least 30 minutes and look for any signs of leaks. Do not broom or mop the water off of the deck but let it stand and look for ponding. A little ponding is normal but anything that is more than about the thickness of a quarter coin or that is still there 48 hours after the water source is removed is usually a sign of a problem. Check the manufacturer's specifications and warranty - this may be a construction defect that your contractor must correct.
2. Don't drive into a raging river! Be very careful with WHAT you put on your deck. a. Anything that will damage the protective coating or the underlying membrane must be avoided: Things with sharp leg ends, planters, BBQ's, chairs, tables, other furniture, etc. Over time, they will penetrate and cause damage to the membrane. If you have something with sharp leg ends (or even a blunt leg end with a small metal foot), go to the hardware store and pick up small 'coasters' to place under the legs. Make sure the coasters do not trap or absorb water (see below). b. Do not place anything on the deck that will trap water. The trapped water will damage the protective coating and eventually cause a leak (remember, not a swimming pool liner). Avoid potted plants, felt pads on chair or table legs, wooden legged furniture sitting directly on the deck. WHATEVER YOU DO, DO NOT PUT THROW RUGS OR 'WELCOME MATS' ON THE DECK unless they are non-absorbent and will allow water to drain from under them. If in doubt, when the weather is dry, just lift items off your deck and look for a black or dark colored footprint/stain and feel for moisture. If you find either, you will need to correct the problem as soon as possible by removing the item or placing it on an appropriate foot or 'coaster.'
3. WASH ME! Just like washing your car extends the life of your paint, keeping your deck clean will also extend its life. Dirt, debris, mold, and other 'stuff' (collectively 'grime') that tends to build up on an outdoor deck retains water which will eventually damage the protective coating. Once or twice a year, remove everything from the deck and scrub the surface with a biodegradable cleaner and a broom or brush (check the manufacturer's specifications for recommended cleaners). Then
just hose it off, let it dry, and replace your belongings. This can also act as a water test so go inside the house or look at the underside of the deck for any signs of leaks. If you see anything suspect, call your contractor immediately. A contractor armed with an infrared camera can also see water leaks that are not visible to the naked eye.
4. Play the detective! At the same time you wash your deck, go over it with a fine tooth comb looking for cracks - particularly where the deck intersects with any vertical surface (walls, door sills, etc) and around any 'penetrations' (like posts, vents, conduit, gas lines, etc). Hairline cracking in the decorative/ protective coating on a deck is not unusual or necessarily indicative of a defect but it must be attended to so leaks do not develop. Also, check the plywood sheathing by walking the entire area of the deck feeling for 'soft spots.' A soft spot usually indicates that water has penetrated the membrane and is damaging the plywood. If you find a soft spot, go immediately to step 5 (which brings us to the deck re-coating stuff!).
5. Have your car serviced! Have your installation contractor (or, if he's 'no longer around,' any qualified waterproofing contractor) inspect your deck and perform maintenance at least every three years or more often if you suspect a problem (I have performed an annual inspection on my deck from the time it was new). This normally involves repairing any cracks or visible defects in the deck, re-coating, and water testing. Make sure you keep all of the original paperwork on your deck installation so any new contractor will know exactly what type of system you have (re-coating with the wrong material can be disastrous). He can also help you with the manufacturer's warranty if there is an issue with the decking material. Time to fire up the BBQ (now and for many years to come)! If you follow these five simple rules you will enjoy many years of service from your new deck and it will continue to look like it did when it was new. Dan Stites is a degreed and licensed Professional Engineer with over 35 years of experience in the construction industry. He also holds C-39 Roofing and Waterproofing and “B” General Building contractor licenses and has completed graduate studies in business at Rice University and Thunderbird School of Global Management.
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ABOUT CAI-CV
CONSIDER VOLUNTEERING AND SERVING ON A CAI-CV COMMITTEE
NEW FOR
2016
CAI-CV committee members are part of the Chapter’s leadership team. Serving on a committee offers members a unique and rewarding way to build relationships with community board members, managers and business partners. Committees are either in charge of a single event or will have events and programs year-round. Choose a committee that works with your schedule and skills. All CAI-CV committees are chaired and co-chaired by trained volunteers. Your work with CAI committees is tracked and used to help determine the Chapter’s annual awards. Each committee has its own budget and a board liaison to help them gain board approval quickly. Committees are the backbone of CAI-CV. Join our more than 135 volunteers that serve on our leadership team. Committees typically meet monthly and may meet more often prior to an event. CAI-CV offers a conference call-in number for committee meetings to assist volunteers who are unable to attend in person.
PROGRAMS COMMITTEE Educational Program Lunches & Mini Trade Shows: Fridays – January 8, February 12, March 11, April 8, May 13, June 10, September 9, October 14, November 4 (Legislative Update)
The Programs Committee is responsible for planning and executing nine educational programs and mini trade shows in 2016. These events are developed to provide education to all CAI-CV members. The programs cover topics related to industry trends, best practices and significant issues that impact common interest developments. In November, the Programs Committee hosts the annual Legislative Update, at which CAI-CV members are invited to hear presentations about regulatory and legislative activity and new case law. All of these programs are sanctioned by CAI’s national office, allowing managers to receive continuing education units for attending each luncheon. The Programs Committee secures speakers, venues and prepares the marketing materials for all of the program events.
WINE TASTING EVENT COMMITTEE Corks for CLAC, Thursday, February 18, 2016
The Wine Tasting Event Committee is responsible for developing and implementing one fundraising event annually to assist with funding CAI-CV’s commitment to the California Legislative Action Committee (CLAC). CAI-CV provides CLAC with funding from both the Buck-a-Door Campaign (see CLAC Committee) and the annual Wine Tasting Event. These funds help CLAC continue their efforts to identify, track and lobby legislation that impacts common interest communities. The Wine Tasting Event Committee chooses the venue and administers all of the logistics for the event, including finding sponsors, invitations, marketing, silent auction, food and wine selections and registrations.
EDUCATION COMMITTEE Essentials for Board Members, Friday, April 15, 2016; M-202 for Managers, June 23-24, 2016; M100 for Mangers & Board Members, November 17-19, 2016, California Law Update, Thursday, October 20, 2016
New in 2016, the Education Committee will oversee two Board Member Workshops (BMWs), Thursday, February 18, 2016 and Thursday, December 1, 2016. And, the Committee will oversee the six Manager on the Run (MOTR) programs scheduled for Fridays, February 5, April 1, June 3, August 12, October 7 and December 9. 14
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The CAI-CV Education Committee is responsible for monitoring the educational needs of Chapter members. Working with the national office of CAI, they schedule appropriate classes in the Coachella Valley and nearby areas. These educational courses include classes required by CAI to receive manager certifications and designations, and classes that offer education to homeowner volunteers and business partners. The Education Committee also works with the national office of CAI to ensure our Chapter has the latest CAI educational publications. The Education Committee develops articles for Quorum and publishes the class schedule and list of publications. The Education Committee also oversees the CAI-CV Scholarship Fund that helps CAI members achieve their educational goals by providing financial assistance through the CAI-CV scholarship program. The Education Committee also hosts the Annual Essentials Course for community board members.
GOLF COMMITTEE Spring Golf Tournament, Friday, April 22, 2016
The CAI-CV Golf Committee is responsible for developing the Chapter’s golf fundraising activities. This Committee plans the annual golf tournament, sets the date, inspects and chooses a course, develops the day’s activities and marketing opportunities, sends out invitations and administers the event. The Committee works to create an environment where all CAI-CV members are welcome and can participate. Members and their guests are encouraged to have a great time while networking and building relationships.
BOWLING COMMITTEE Bowling Night, Friday, June 24, 2016
The Bowling Committee is responsible for developing and implementing a social fundraising event annually to assist with funding the CAI-CV Chapter. The Bowling Committee chooses the venue and administers all of the logistics for the event, including finding sponsors, invitations, programs, marketing, food, bar and registrations.
CASINO NIGHT COMMITTEE Casino Night, Friday, September 23, 2016
The Casino Night Committee is responsible for developing and implementing one fundraising event annually to assist with funding
ABOUT CAI-CV the CAI-CV Chapter. The Casino Night Committee chooses the venue and administers all of the logistics for the event, including finding sponsors, invitations, gaming, marketing, silent auction, food, bar and registrations.
Coachella Valley district offices. The CLAC-CV Committee is also responsible for managing the Chapter’s Buck-a-Door campaign, a fundraising effort to support CLAC in Sacramento. The Buck-aDoor Campaign raises funds directly from community associations.
OKTOBERFEST COMMITTEE
MEMBERSHIP COMMITTEE
Oktoberfest, Friday, October 21, 2016
The CAI-CV Membership Committee is responsible for promoting and strengthening the Chapter’s relationship with existing members, as well as supporting efforts to recruit new members. The Membership Committee is also responsible for developing mentoring programs for managers and community board members. They work with the Business Partner Committee to help facilitate the mentoring program for business partners. The Membership Committee members also serve as Ambassadors for the chapter at CAI-CV events. Ambassadors identify and greet new members at CAI-CV functions and help them to maximize their participation with CAI-CV. New in 2016, the Membership Committee will be running a new recruitment program for all CAICV members.
In 2016, Oktoberfest will be held in conjunction with CAI’s Statewide Legal Forum. More than 600 CAI members from all over California attend the Legal Forum. The Oktoberfest Committee is responsible for developing and implementing this fundraising event to assist with funding the CAI-CV Chapter. The Oktoberfest Committee chooses the venue and administers all of the logistics or the event, including finding sponsors, invitations, programs, marketing, food, bar and registrations.
AWARDS COMMITTEE Awards Night, Friday, January 27, 2017
The Awards Committee is responsible for planning CAI-CV’s annual Awards event where members who have gone above and beyond in their service to the Chapter are honored. The Awards Committee finds a venue, chooses a theme, and is responsible for the decorations, menu and invitations. The Awards event has been moved to January of 2017 so that Chapter members may consider a full year of volunteer activity. Also new this year, the program and nominations process will be administered directly by the Board of Directors. Nominations will be solicited from the membership, and a special Board committee will choose the winners.
BUSINESS PARTNER COMMITTEE Holiday Open House, Thursday, December 1, 2016
The Business Partner Committee is responsible for fostering relationships between Business Partners and other members of CAI-CV. The Business Partner Committee works with the CAI-CV Board, other Committees and the Chapter’s membership to develop networking opportunities for Business Partners. This Committee also recruits new Business Partners and provides mentoring to new Business Partner members. During the year, the Business Partners Committee hosts events specifically designed to promote relationships and networking. The December event is also known as the CAI-CV Holiday Open House. This event is completely sponsored by CAI-CV Business Partners and all proceeds from the event go to benefit a local Coachella Valley charity.
CALIFORNIA LEGISLATIVE ACTION COMMITTEE – COACHELLA VALLEY (CLAC-CV) The California Legislative Action Committee – Coachella Valley (CLAC-CV) is the local Committee responsible for supporting the efforts of CAI’s statewide and national legislative action committees (LAC). CAI-CV provides two delegates and one liaison who represent the Chapter on the California Legislative Action Committee (CLAC). The CLAC-CV Committee is responsible for monitoring the LAC’s activities, legislation and regulations, legislative outreach efforts and grassroots involvement sponsored by the statewide or national legislative action committees. CLACCV organizes legislative information to be included in Quorum Magazine, and to be disseminated to CAI-CV’s members. They also organize grassroots meetings with elected officials in their
QUORUM COMMITTEE The Quorum Committee is responsible for publishing the Chapter’s monthly magazine. This Committee monitors CAI events, educational opportunities, industry issues, state and federal legislation, and trends impacting common interest communities. The Committee develops a story list for each issue and then works with the appropriate experts to gather information, develop and write articles, and edit and proof the publication before it is published. Each Committee member is assigned specific tasks including investigation, interviewing experts, writing articles, proofing and editing. The Quorum Committee also works with the CAI-CV events Committees to develop marketing ads to place in Quorum. And, the committee works with business partners and management companies to develop and properly place advertising in Quorum Magazine. In 2016, Quorum has some excellent new ad layouts, is offering partial or full issue reprints, and will be accepting ads from non-members.
VOLUNTEER COMMITTEE The Volunteer Committee is responsible for providing volunteers to help administer CAI-CV events. The Volunteer Committee works with the Board and the CAI-CV office to develop registration procedures that make attending CAI-CV events easy and enjoyable. Volunteer Committee members provide assistance with registration, collecting payments, organizing and handing out nametags, setting up and striking events, and developing and delivering hand-outs to event participants.
PUBLIC RELATIONS COMMITTEE The CAI-CV Public Relations Committee is responsible for fostering relationships and developing programs that raise the visibility of CAI-CV as the authority on common interest developments in the Coachella Valley. The Committee is responsible for developing a media plan, organizing spokespersons and building relationships with key media. The Committee also seeks out opportunities to build relationships with local government, chambers, and companion industries such as real estate and building. The Public Relations Committee also provides training to other CAI-CV committees to help them prepare their communications plans for the year.
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ABOUT CAI-CV CAI CALIFORNIA
JOIN A CAI-CV COMMITTEE Join CAI-CV’s volunteer leadership team by becoming a member of a Committee. Committee members have the opportunity to build lasting relationships with CAI-CV members from every membership class. Committee members help raise funds, promote education and work to make CAI-CV the best place to network in the Coachella Valley. If you are enthusiastic, energetic, a good team player and have the time to volunteer, we want you on one of our Committees!
ABOUT CAI-CV STRUCTURE • • • • • •
MEMBER INFORMATION Name
•
Company/Association
•
Name •
Street Address City
St
Zip
Work Phone
STANDING COMMITTEES
The Committee Chair and Co-Chair will be appointed by the CAI-CV Board Committee Members will be appointed by the Committee Chair A CAI-CV Board member will serve on each Committee Committees will strive to include representatives from each CAI membership class The CAI-CV Executive Director will be a non-voting member of each committee Committee members are CAI Coachella Valley (CV) members in good standing Committee members may be removed from a Committee if they miss two or more meetings (all meetings are available via conference call) Committee members may serve on a Committee for up to three one-year terms (exceptions may be granted by the Board) Committee members serve at the pleasure of the Board and may be asked to move to another Committee or to step down from a Committee at any time
FINANCE • Each Committee will have a budget approved by the Board • Committees will seek Board or Executive Director approval before signing contracts or expending CAI-CV funds
Work Cell Phone E-Mail Address
RESPONSIBILITIES
COMMITTEE SELECTION Please list the Committee(s) where you believe your service can be most beneficial to you and the Chapter. You may request to serve on more than one Committee. Please provide a back-up committee in case the Committee you request is full.
SPECIAL SKILLS OR QUALIFICATIONS If you have special skills that you want considered by the Committee Chairs, please list them here:
• Committee Chairs and Co-Chairs will complete Committee Chair Training • Committees will develop Goals and Objectives to submit to the Board • Committees will schedule 2016 meetings on the Master Calendar by the end of January, 2016 • Committees will hold their meetings at the CAI-CV office • Committees will inform the Board of important actions and activities through written reports to the Board as needed • Committees will establish an annual communications plan that will include a schedule for mailings, e-blasts, media and social media • Committees will appoint one member to serve as Secretary for taking notes at meetings, keeping track of actionable tasks, sending out meeting notices and tracking attendance at Committee meetings • Committee Chairs will lead the meetings • Committee Chairs will delegate actionable tasks • Committee members commit to serving on a Committee for a one-year term • Committee members will support the decisions of the Committee and CAI Board, even if they disagree
1. 2. 3.
I understand the two-hour per month time commitment required to serve on a CAI-CV committee(s) and I have read and understand the responsibilities of Committees and their members.
P (760) 341-0559 • F (760) 341-8443 • info@cai-cv.org • www.cai-cv.org
Signature Date
Please return this form to the Chapter Office via fax (760) 341-8443 or email to admin@cai-cv.org 16
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Coachella Valley Chapter, 41905 Boardwalk, A2, Palm Desert, CA 92211 www.facebook.com/CAICV
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CAI is a professional association representing Community Association Board Members and Volunteers, Managers of Community Associations, and Business Partners.
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2 016 P L A T I N U M S P O N S O R S P O T L I G H T
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Thank you to Accurate Leak Locators for their generous support of CAI-CV CAI-CV.org
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ABOUT CAI-CV
Strategic Planning for 2016 By Executive Director Cal Lockett
T
his past October, Crystal Wallace, Vice President, Membership & Chapter Relations, from CAI’s National office, facilitated a strategic planning session that included CAI-CV’s 2015 & 2016 Board of Directors and Committee Chairs & Co-Chairs. The session started by reviewing where CAI is on a national and state level. Crystal shared with us that CAI is one of the fastest growing professional associations in the nation. Almost every home built in the U.S. since 1993 is part of a common interest development (CID) and governed by HOAs. This enormous growth is pushing CAI membership in every area. The fastest group of new members are managers who are responding to CAI’s rigorous educational programs and the subsequent career paths available nationwide for professional managers. In California, for the first time, there are more managers with CAI designations than any other certifying organization. The CID industry in California is big business and growing. Nearly 23 percent or 7.2 million Californians live in CIDs. There are over 50,000 associations in California, representing about 15 percent of the U.S. total. Can you imagine? That means there are about 300,000 volunteer
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Quorum January, 2016
“Crystal shared with us that CAI is one of the fastest growing professional associations in the nation. Almost every home built in the U.S. since 1993 is part of a common interest development (CID) and governed by HOAs.” board members governing these communities. The amount of money involved is enormous. Property values of California homes in associations is $642 billion. Annual assessments are estimated to be $9 billion and annual reserve contributions are about $3 billion. Crystal pointed out that out of the 50,000 associations in California, only 1.3 percent are members of CAI. Given that CAI is the primary source of education for managers and community board members, the opportunities for CAI-CV to grow are outstanding. When it comes to our slogan of building better communities, CAI-CV needs to find the managers and board members who are not plugged into an educational source and let them know
we are eager to get them onboard with CAI. We discussed the Chapter’s 2015 accomplishments because they were in large part focused on creating an infrastructure for growth. At the top of the list is that CAI-CV now has open elections! We are changing some of the "ways we've always done it" that any 35 year old organization accumulates, and we are emerging as a powerful resource for our communities. We have a new updated and functioning financial system, a new budgeting system, an automated registration system for events, and a new member database that tracks every aspect of a member’s relationship to the Chapter. We have a new highly functional website that is easily available by phone or iPad. We have a new directory that will work both online and in print. We have initiated training for committee chairs and co-chairs and assigned a board member to every committee to facilitate quick decision making. We have a new and professional advertising and sponsorship plan for corporate sponsors. The Chapter’s public relations activities have clearly elevated CAI-CV’s standing in the Coachella Valley. CAI-CV was recently asked by two cities to help them on projects
ABOUT CAI-CV
CAI-CV is the Authority on Common Interest Developments in the Coachella Valley
that impact associations. We held our second educational program for realtors in November. And, we have joined two local Chambers of Commerce. The local media is also hearing about CAI-CV and they are asking for our help to provide background for their articles. According to 2015 President Tad Black (from Associa OnCall), “CAI-CV has made a huge jump forward and we can all be proud of the Chapter’s accomplishments this past year.” So, what’s in store for 2016 now that the engine is running full speed? Our new President, Gerard Gonzales (Albert Management, Inc.) said, “the leadership team agreed that CAI-CV should continue raising the Chapter’s visibility as the authority on CIDs in the Valley. We have a fantastic team in place, and we’re going to keep the momentum going.” That means reaching out to as many Coachella Valley residents as possible to ask the question -- is our community professionally managed? Taking this question to Coachella Valley communities though radio and TV commercials was also at the top of the list of 2016 strategies. We introduced two spots to the membership at the December Lunch Program that were
“Our new President, Gerard Gonzales (Albert Management, Inc.) said, “the leadership team agreed that CAI-CV should continue raising the Chapter’s visibility as the authority on CIDs in the Valley.” created by CAI National. You can view them on our website: www.cai-cv.org. Raising our visibility also includes building relationships with the media, local governments, chambers, realtors and builders. CAI-CV will be implementing a detailed media plan that focuses on training spokespersons on topics of interest to reporters. We will be continuing our work with local governments and we have plans for six association-related articles to publish in the Chamber’s newsletters this year. The leadership group also discussed strategic membership growth in 2016, focusing on board members and managers. A new recruiting program will begin this month. There was a lot of energy in the meeting and it is clear that the 2016 CAI-CV.org
leadership team is excited to take CAICV to the next level. President Elect, Phyllis Harkins, CMCA , AMS , CCAM, said “we are all excited about the new opportunities for the Chapter. Better HOA communities will result from educated board members and managers. That’s what CAI-CV is all about.” As we celebrate our 35th anniversary in 2016, we have a great story to tell about how educating board members and managers really does help create harmonious communities. If you want to be part of CAI-CV’s leadership team, please see page 14 and consider volunteering on one of our committees. Cal Lockett is the executive director of CAI-CV. He is the former lobbyist for Bank of America and Anthem/ WellPoint. He has served as executive director of the WellPoint Blue Cross Blue Shield Foundations and the national Association of Corporate Contribution Professionals. He has also served as president of two community associations. Cal can be reached at clockett@cai-cv.org or by phone at 760-341-0559.
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CHAPTER EVENTS
CAI-CV December 18, 2015 Program Lunch & Mini Trade Show Update on Water Issues and State of the Chapter
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CHAPTER EVENTS
PROGRAM BOOTH SPONSORS All Counties Fence and Supply AMS Paving Blue Sky Landscape Corp. Cal Custom Chimney Sweep and Repair Conserve LandCare CTI of the Desert EmpireWorks Reconstruction and Painting Epsten Grinnell & Howell Flanders Painting Horizon Lighting Inc. Leak Point McKenzie Rhody, LLP MeterNet NPG Nelson Paving Pacific Western Bank Painting Unlimited, Inc. Popular Association Banking PrimeCo 2016 Board
Purified Pool Water REVCO Solar S. B. S. Lien Services Sherwin-Williams Paint Company Silldorf & Levine Three Phase Electric Union Banks
SPOTLIGHT TABLE SPONSOR EmpireWorks Reconstruction and Painting
TABLE PEN SPONSOR Pacific Western Bank
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21
ABOUT CLAC
CLAC MOMENT
Here’s the latest from Sacramento.
T
he legislature reconvenes for the second half of the drying racks, (AB 1448) became effective January 1 2016; 2 year session in the first week of January. New bills this bill allows owners to install them. However, thanks to will be introduced and there are dozens of others that were our amendment, the new law only allows such devices in held over from 2015 that need to be heard in policy or fiscal the back yards and not attached to any structure or in other committees. common areas. One bill, AB 1335, is one of those “2 year” bills. It levies AB 596 becomes effective in July but you may wish to a $75 “fee” on recorded documents. CAI-CLAC registered start investigating whether your condominium association its opposition to this bill since associations record many is FHA and VA “certified”. It requires the annual budget documents every year. The bill failed to get the requisite report to include a separate statement describing the status number of votes to pass of the common interest from the Assembly and development as a Federal will likely not move ahead Housing Administration unless it is amended to (FHA) approved remove the opposition condominium project and from the Republican as a federal Department Caucus as those members of Veterans Affairs (VA) deem the fee to be a new approved condominium tax. project. Consult the FHA While the artificial and VA web sites as well. turf bills are already in SAVE THE DATE: The effect and in a way are 2016 Legislative Days at yesterday’s news, what is the Capitol will be held new is a State government on Sunday, April 17 and study on the potential 18, 2016 at the Hyatt hazardous chemicals Regency in Sacramento. that crumb rubber can The CLAC Fundraising emit. Playing fields where & Events Subcommittee soccer and other ball is currently looking for games are played will be presenters for Sunday’s analyzed. The study will Education Sessions. Call consider people with high for Presentations are due exposures to synthetic Monday, January 25th, 2016 turf and exposure patterns by 5:00 p.m. New this year, New bills will be introduced and there are dozens of different age groups in memory of longtime of others that were held over from 2015 that and will also develop a CLAC Delegate Duncan need to be heard in policy or fiscal committees. biomonitoring or personal McPherson, CLAC has monitoring protocol for established a scholarship possible future investigation of the exposure of players opportunity for an association homeowner or manager. For using synthetic turf. The outcome will be important for further information contact CLAC at residential and common area applications. We will keep office@caiclac.com. you apprised. We are vigilant and will alert you as issues and bills Remember to review your governing documents, impact your association. Your greater involvement at the because new provisions addressing clotheslines and grassroots level is even more important in an election year!
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PE ARLS OF
WISDOM TIPS TO ENSURE A
HAPPY COMMUNITY
ASSOCIATION
EXPERIENCE
A Full Service lAw Firm
Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement Opinion Letters
Compiled by Kenneth M. Budd H. Jackson Brown, Jr., wrote Life’s Little Instruction Book to provide his son with wisdom he could refer to as he lived his life. In that same spirit, CAI editors have combed through 20 years of CAI publications and periodicals to offer similar thoughts for successful community association living. Here then, are ten Pearls of Wisdom pulled from the 116 for this month to guide you and ensure that your community experience is a happy and rewarding one.
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BE A GOOD LEADER 1. Establish clear goals. 2. Articulate them. 3. Don’t put things off. 4. Set high standards. 5. Make decisions. 6. Do what is right, not what is popular.
7. Be positive. 8. Ask others for their ideas; listen to them.
9. Plan and save for the future. 10. Send thank you notes. PE ARLS OF WISDOM
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CHARITY
Albert Management’s Sixth Annual Bear Affair Benefiting Family YMCA of the Desert By Lori Albert, CCAM
A
lbert Management is pleased to announce results of its sixth annual Bear Affair, a unique holiday toy drive to benefit a local children’s charity. In lieu of a traditional company holiday party, Albert Management purchased 100 teddy bears and called on business partners, customers, employees, friends and family to help dress the bears and outfit them with new toys to donate to a local charity. Nearly $20,000 in new toys was donated to the Family YMCA of the Desert as a result of the effort. Established in 1982, Family YMCA of the Desert focuses their work in three key areas: nurturing the potential of kids, helping people live healthier lives, and supporting neighbors. Currently, the YMCA serves the needs of over 3,000 children in 42 locations throughout the Coachella Valley. “Our employees, customers and business partners all understand the responsibility of giving back to the community,” said Lori Albert, President & CEO of Albert Management. “By joining together, we can make a significant difference for the children and families served by the Family YMCA of the Desert.” Response to the call for help was overwhelming, with all of the bears checked out to eagerly awaiting participants. Bears were dressed for the charity as STAR WARS characters, choir angels, barrel of monkeys, and many other creative characters. The response and excitement generated by the unique toy drive carried over to a Bear Affair Celebration party for participants at the IW Club in Indian Wells on Thursday,
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December 3. All 100 dressed bears were on display at the party and prizes were awarded. For the first time in Bear Affair history, tie votes were received in each prize category. John Walters-Clark (Nelson Paving Group) and Mary Beth Shields (Albert Management) won in the Best Dressed category for their STAR WARS and Choir of Angels entries. Trish Forte and Monterey Country Club Homeowners (Albert Management) and Leslie Spoor (Executive Errands) took home the Most Creative award for the their Monterey Mountain and Barrel of Monkeys. Tom Thorman (Vantage Point Construction) and Dea Frank (Epsten Grinnell & Howell) swept the category for Bear Extraordinaire with their Apollo 11 Landing and Candyland displays. Over 35 local businesses participated in the effort including banks, attorneys, landscape maintenance companies, homeowner associations, construction and remodel contractors, asphalt companies, security service providers, insurance agents, pest control companies, realtors, CPA’s and even personal trainers. Corporate sponsors of the 2015 Bear Affair include Asphalt MD’s, AMS Paving, EmpireWorks, Fiore Racobs & Powers, Guralnick & Gilliland, LLP, Carol Fulton and LaBarre/Oksnee Insurance, Nelson Paving Group, Pacific Western Bank, Peters & Freedman, LLP, Powerful Pest Management, Prendiville Insurance, Sunshine Landscape, Vantage Point Construction and Western Pacific Roofing. For more information about Family YMCA of the Desert programs or events, visit their website at www.ymcaofthedesert.org.
Lori Albert, CCAM, is CEO and President of Albert Management, Inc. Lori is a graduate of Gonzaga University and former faculty of the University of Washington Professional and Continuing Education Program for public relations and communications. Lori can be reached at Lori.Albert@albertmgt.com or by phone at 760-346-9000.
MEET THE PUBLIC RELATIONS COMMITTEE CHAIR – MARK DODGE Mark Dodge, CMCA, AMS has been living in the Coachella Valley since 2003 and involved in the CAI Coachella Valley Chapter since 2010 when he began his career with Desert Resort Management. Mark started with the Desert Resort Management team as the controller, Mark Dodge working his way up through the company to his current position as the President and CEO. Mark originally joined the CAI organization in order to learn about the community association industry and network. He accredits CAI for quite a few of his industry friendships and assistance with the success of his business. Prior to his position with Desert Resort Management, Mark was working as the CFO of a private equity firm in the extreme sporting industry. Mark and his significant other enjoy their time over good wine and traveling to Napa, Oregon and Carlsbad.
During his spare time he enjoys spending time with his two sons (11 and 17) watching their football games and wrestling matches, reading a good book or three at a time. He is currently reading Dan Brown’s Inferno, Steve Barry’s The Lincoln Myth and the Pharaoh’s Secret by Clive Cluster. When asked what he thinks he would be doing if he wasn’t working in the CID industry, he stated that he couldn’t imagine doing anything other than working at DRM with his team, he stated that he truly enjoys his job. His involvement in the development and growth of DRM is his favorite thing about his life at the moment. He loves the crazy spontaneity of the industry, and the ever changing, multi-faceted environment of the HOA world. Mark believes that there is something to be learned from everyone he meets; he’s picked up invaluable knowledge and expertise from his colleagues and counterparts. He loves learning from other people, understanding that being open to other’s ideas and thoughts is the way to success and to building a happy, productive work environment.
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TIME HONORED
OUTGOING CHAPTER Rob Winkle Rob Winkle has served on the CAI-CV Chapter board of directors for six years. For more than 20 years, Rob has served on numerous Chapter committees, and served as the Chapter President in 2012. When asked what his primary goal was as Chapter president, Rob commented that he wanted to see unity in the Chapter. His objective was to achieve consensus by encouraging participation of everyone with diverse views. He credits his fellow board members with the success of the Chapter and has been honored to be part of such a dedicated group of individuals. Rob is a native Californian, born in San Diego with his twin brother Ron. Rob comes from a large family with two brothers and four sisters. Rob believes that one of the keys to the success of Western Pacific is the long term relationships forged in a true belief that their customers and clients are like family. Rob has been in the roofing industry for over 33 years and sits on the Board of Directors for the Western States Roofing Contractors Association. Rob Winkle has been an integral part of the CAI-CV Chapter for many years, and the CAI-CV Chapter thanks Rob for his never-ending support. Rob’s calm demeanor and sage advice at board meetings will be missed. Thank you, Rob, for your volunteer efforts and financial support to help the Chapter grow and prosper over the last 20 years.
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Quorum January, 2016
Christina Baine DeJardin Christina Baine DeJardin, a partner at the Law Firm of Peters & Freedman, L.L.P., moved her family to the Coachella Valley from San Diego in 2009 to take over and run the firm’s local office. Christina grew up in Orange County, obtained her undergraduate degree from UCSD and her law degree from USD; however, she quickly acclimated to the weather, the people and the Valley lifestyle. As a member of CAI since starting with Peters & Freedman, L.L.P. in 2003, Christina jumped right into the Coachella Valley chapter, serving on various committees and eventually the Board of Directors. When the Chapter Executive Director left in early 2014, Christina, Board President of the CAI CV Chapter at the time, worked tirelessly with other Board members to find an amazing replacement. Christina understands that legislation involving associations can have a large impact on the daily lives of association members. By educating our legislators on the effect their proposed bills have on associations, we can attempt to protect our investments and try to avoid bad laws. As a result of making legislative efforts a priority for the CAI-CV Chapter, Christina was awarded the Volunteer of the Year Award by the CAI-Legislative Action Committee (CLAC) in 2014. Having served for the prior several years, Christina has termed out of service on the CAI CV Chapter Board. We have no doubt, however, that she will continue to contribute her time and expertise to see our Chapter continue to grow. When she is not devoting her time and energy to her clients and our Chapter, Christina spends time with her husband, Doug, and her two beautiful children, Jackson (9) and Jemma (6). Family time includes swimming, hiking, travelling, watching movies, hanging out and generally having fun. In her free time, Christina loves reading and would get a tremendous value out of an all-you-can read subscription service. Christina has a way of making those around here feel loved and never misses an opportunity to smile and to bring a smile to the faces of those around her. Thank you, Christina, for all of the time and effort you have devoted to our Chapter!
DIRECTORS Paula Tapia Paula Tapia, Director of Business Development for Associa/ Desert Resort Management, has served on the CAI-CV board of directors for the past three years. Paula’s passion for the HOA industry was evident during her tenure. She recognized the Chapter’s need for a new database system that would provide easy access for the Chapter members, and she was a part of the task force that researched the AMS system that the Chapter is currently using. She also recognized the need for the Chapter to fund CLAC (California Legislative Action Committee) and was supportive, with her time and silent auction items, for the Chapter’s annual “Corks for CLAC” fundraising events. Paula is most proud of her long tenure on the Quorum Committee. She stated during the interview for this article, that the Quorum Committee is the heart of the CAI-CV Chapter and has always had her heart too; over the years, through the many transitions of its Chairs and Co-Chairs, she said there was always the recognition that the Quorum Committee would never give up, that it represented the Chapter, and was a needed part of the Chapter organization. Due to Paula’s involvement with many community service organizations and chambers of commerce, she was able to provide timely and interesting articles for many Quorum editions. You might have read her articles from the various water districts and her article about the Palm Springs Tramway. After ten years in the local banking industry, Paula is now working for Associa/Desert Resort Management, as their Director of Business Development. The CAI-CV Chapter wishes her continued success in her career, and thanks her for her dedication to our Chapter. She will be missed at board meetings. Thanks to James McCormick, Esq., for his story about Christina, and Phyllis Harkins for her stories about Rob and Paula.
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WATER WISE
QSA vital to Coachella Valley’s future By John Powell Jr. President, Board of Directors Coachella Valley Water District
I
f you live in the Coachella Valley and care about your future, the Quantification Settlement Agreement (QSA) matters to you. It is undoubtedly complicated, and it is absolutely vital to our region by providing security of your long-term water supply when you need it most. The extraordinary time and talent it took to reach agreement was visionary and collaborative. As a result, all of us here in the Coachella Valley can enjoy a thriving community and a reliable, sustainable water supply. The Quantification Settlement Agreement and related agreements, reached in 2003 and upheld in court in 2013, was designed to ensure adequate water for urban areas, including the Coachella Valley, by creating large-scale transfers of water from the enormous agricultural water entitlements. The parties to the Federal QSA agreement– CVWD, San Diego County Water Authority, Imperial Irrigation District, Metropolitan Water District, the State of California, and the U.S. Department of the Interior,
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Quorum January, 2016
In July of 2014, the Imperial Irrigation District filed a petition with the State Water Resources Control Board, seeking to make conditional its transfer of water to CVWD based upon California’s obligation to restore the Salton Sea.
resolved decades-old disputes over usage and transfers of water supplied from the Colorado River. The QSA provides stability and continuity, and eliminates annual wrangling over how much water each agency might receive. The QSA is vital to the life of the Colorado River, and to the water supply of the Coachella Valley. The agreement was designed to be in effect for 75 years and guarantees the Coachella Valley Water District 330,000 acre-feet of water (which was the annual average usage at the time of the agreement) plus transferred water that continues to ramp up over time. Imperial Irrigation District’s allotment is 3.1 million acre-feet, less the water transferred to CVWD and other water agencies. This agreement doesn’t just provide for WATER stability, it provides ECONOMIC stability for the Coachella Valley. The QSA means water is used where it makes the most sense. The series of agreements that comprise the QSA were designed to create a reliable water supply for all of
Southern California, balance the needs of urban areas and agricultural interests, and properly manage the 4.4 million acre-feet of imported Colorado River water that California is entitled to each year. Without the QSA, there would be no certainty regarding water supply for the Coachella Valley, and there would be no guarantees that Colorado River water could be used to replenish groundwater supplies here. Without the QSA, the debate over Colorado River water would return to chaotic annual infighting, which would harm the long term economic security of the Valley. In July of 2014, the Imperial Irrigation District filed a petition with the State Water Resources Control Board, seeking to make conditional its transfer of water to CVWD based upon California’s obligation to restore the Salton Sea. The IID claims that it only signed the QSA based upon the written commitment to restore the Salton Sea, but the QSA does not make this promise. Nowhere within the QSA does it call for “restoration”. Rather, the QSA guarantees mitigation of the effects of the QSA, including after 2018 to mitigate emissive dust from playa exposed as a result of the transfers. The Salton Sea has long been in decline dating back decades prior to the implementation of the QSA. The QSA was never intended to save the sea. It is irresponsible and dangerous to hold the QSA hostage over restoration of the Salton Sea, which is exactly what IID is attempting to do through this petition. CVWD is fully supportive of the mission to restore the Salton Sea, and that mission rests squarely with the State of California, which must decide not only how to save the Sea, but how to pay for restoration as well. IID’s attempt to link the QSA, and mandated water transfers, to the Salton Sea restoration will threaten the stability of imported water for the Coachella Valley, undermine our economy and place future water allocations in jeopardy. If the QSA is undermined, the federal government could well take over control of our water allocation, removing local input, and setting aside a wellreasoned, carefully charted plan of action codified by the QSA. IID’s attack on the QSA must be rebuffed immediately, for the safety and security of the Coachella Valley’s water supply, and our economic future!
760-250-6232
1peggylaw@gmail.com
John Powell Jr. is President of the Coachella Valley Water District Board of Directors. He can be reached at JPowell@cvwd.org. For more information, visit www.waterforthefuture.org CAI-CV.org
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FEATURE
Finding Your Professional Advantage – Ten Ways to Build Your Personal Brand By Lori Albert, CCAM – Albert Management, Inc.
P
ersonal branding was popularized in an article by Tom Peters, first published in Fast Company Magazine (“A Brand Called You”) over ten years ago. He starts out the article by writing, “Regardless of age, regardless of position, regardless of the business we happen to be in, all of us need to understand the importance of branding. We are CEOs of our own companies: Me Inc. To be in business today, our most important job is to be head marketer for the brand called You.”
What is a professional advantage? • When you are perceived at a higher value than your competitors.
What is a personal brand? • A definition of you and what makes you unique as a person and a professional.
Why should you build and maintain a personal brand? • Find a better job so you can earn more money and be happy to go to work every day • Win more clients for your company to increase sales and increase your earnings • Land better clients for your company • Grow your professional network so you open more professional opportunities • Build online communities to further increase professional opportunities • Lay the foundation for future success; however you define it
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Quorum January, 2016
How do you build and maintain a personal brand? 1. Define yourself, include input from others, play to your strengths 2. Present yourself professionally – not just in person 3. Continuously build on your knowledge base 4. Participate in CAI, both locally and nationally 5. Donate your time in the community 6. Be present, participate 7. Behave 8. Make your brand known, without boasting 9. Keep your brand message consistent across all platforms 10. Keep it brief – the importance of the elevator pitch Personal brands go with you no matter where you work, live, and play. Investing in personal branding is an investment in yourself. Lori Albert, CCAM, is CEO and President of Albert Management, Inc. Lori is a graduate of Gonzaga University and former faculty of the University of Washington Professional and Continuing Education Program for public relations and communications. Lori can be reached at Lori.Albert@albertmgt.com or by phone at 760-346-9000.
伀甀爀 匀攀爀瘀椀挀攀猀㨀
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㠀 ⸀㌀㔀㜀⸀ 㜀 愀洀猀瀀愀瘀椀渀最⸀挀漀洀
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TRENDING NOW
WELCOME ABOARD By Lisa Lynn, CCAM
Local’s Choice Printing and Direct Mail is a locally owned and operated company in Rancho Mirage. For more than 25 years, they have been offering quality printing, direct mail and graphic design services at very competitive prices. Each of their services stands alone. If it’s printing you are looking for, they print everything from business cards to banners; the products are of the highest quality. They also offer a price match guarantee on most of their printed products. They have different mailing options tailored to the unique needs of their clients. They offer the best pricing for both Every Door Direct Mail and mailing to a targeted list or geographical farm area. By combining their low cost printing and presort software, they are able to offer the most affordable direct mail solutions available. Unlike the online companies, they invite you to come in and talk to them about your marketing campaign. They will work with you to create a mail program that is both beautiful and affordable. Their graphic design team brings passion and enthusiasm to every project. Graphic design services can be utilized for logos, caricatures, newsletters, postcards… big or small, whatever you can imagine. Their business is built on their relationships. Their solid reputation continues to grow as a result. Local’s Choice Printing and Direct Mail offers consumers the opportunity to keep their business local, and they actually cost less than online competitors. Greg Jones is the owner of Local’s Choice Printing and Direct Mail. He states they have joined CAI to meet more like-minded business owners. Local’s Choice Printing and Direct Mail is located at 69930 Hwy 111, Ste 209, Rancho Mirage, CA 92270 or phone them at 760-9045125 or visit them on their website at www.localschoice.org.
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Quorum January, 2016
Connect. Find. Be Found. Power Your Career. Learn and Share. By Antoinette Hamilton
I
f you are looking to network with professionals and entrepreneurs in your industry, find a job, locate angel investors or keep tabs on your competition, LinkedIn is the most effective way to help you do just that and more! • Create a profile • Enter current employment information • Provide previous employment positions • Provide education history • Add a summary of your profile* • Include areas of expertise • Upload photo • Continually update your profile • When you update your profile you can control who receives updates
*Note: Each time your name appears, it includes your professional headline. So take time to create and describe your area of expertise and accomplishments. eg. John Doe – 20 year expert facilitating $100,000,000 in high tech mergers.
Get Found on Linked In • Add your LinkedIn URL to your email signature and business cards • Create a blog and include a link to your LinkedIn profile
LinkedIn Mobile App • Tap into your professional world with the LinkedIn app. Get a daily brief on what’s happening in your network.
FEATURE
Turf and Clotheslines and Short-Term Renters, Oh My! By Adrian J. Adams, Esq., Adams | Stirling PLC and Laurie S. Poole, Esq. Peters & Freedman, LLP
L
ast year, the California legislature was busy enacting laws that affect common interest developments, regarding artificial turf, clotheslines, FHA/VA disclosures and more. In contrast, we did not see too many court cases pertaining to homeowners associations. However, two important Appellate Court decisions, addressing short-term renters and alternative dispute resolution procedures were rendered. The following is a brief synopsis of the significant legislation and caselaw from 2015.
establish reasonable restrictions, such as type and maintenance of artificial turf, so long as those restrictions do not, in effect, prohibit an owner from installing artificial turf or require them to remove such turf upon conclusion of the drought-related state of emergency.
2015 Laws AB 349. ARTIFICIAL TURF: AB 349 modified Civil Code section 4735 and makes void and unenforceable any provision in an association’s governing documents that prohibits artificial turf “or any other synthetic surface that resembles grass.” The bill also prohibits associations from requiring the removal of water-efficient landscaping installed in response to the drought emergency, once the state of emergency is concluded. Impact and Preparing for this Law: This bill was enacted as urgency legislation and became effective on September 4, 2015. Boards and managers should review the association’s governing documents (CC&Rs, operating rules, architectural and landscaping standards, etc.) to determine if they contain provisions that may now be unenforceable (i.e., prohibitions on artificial turf). Associations may
AB 786. RECYCLED WATER: This bill amended Civil Code section 4735 and allows an association to fine owners for reducing or eliminating the watering of a lawn or vegetation if recycled water is available to the owner for that purpose and the owner fails to use it for landscaping irrigation. Impact and Preparing for this Law: This bill was enacted as urgency legislation and became effective on October 11, 2015. If an owner is CAI-CV.org
receiving recycled water at his or her separate interest, and fails to irrigate with such water, the association may then impose a fine, upon due process. Prior to imposing a fine on an owner under Section 4735, associations should consult with legal counsel to ensure that the fine meets the requirements of the statute. AB 596. FHA-VA DISCLOSURE: AB 596 modifies Civil Code section 5300(b) regarding information that needs to be included into the Annual Budget Report. Starting on July 1, 2016, the Annual Budget Report will need to include language indicating whether the common interest development is an approved condominium project pursuant to Federal Housing Administration (FHA) and Department of Veterans Affairs (VA) guidelines. AB 596 does NOT require that common interest developments be certified by FHA or VA, but rather, to notify the members on a yearly basis of the status of FHA and VA certification. Impact and Preparing for this Law: While FHA and VA certification is typically only applicable to condominium projects, the language of the required disclosure asks common interest developments to indicate whether it is or is not a condominium project. This suggests that all associations will need to include the above disclosures into the Annual Budget Report from July 1, 2016 going forward.
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FEATURE Civil Code Section 5300 (b)(10) and (b)(11) sets forth the specifics regarding what needs to be included in the disclosures. Both disclosures are required to be on separate pieces of paper. Since the Annual Budget Report is prepared once each year and FHA and/or VA certification could change before the next year’s Annual Budget Report is prepared, it would be prudent to include a statement indicating that the information about FHA and VA certification is current as of the date of the Annual Budget Report and that more current information should be obtained on FHA and VA websites. AB 1448. CLOTHESLINES & DRYING RACKS: AB 1448 was proposed as a modest energy conservation measure and adds Civil Code section 4750.10 which will become effective on January 1, 2016. This new code section states that any governing document provision (e.g., CC&Rs, Bylaws, Rules) that effectively prohibits or unreasonably restricts an owner’s ability to use a clothesline or drying rack in the owner’s backyard is void and unenforceable. Under this new statute, a “clothesline” includes a cord, rope, or wire from which laundered items may be hung to dry or air. A “drying rack” means an apparatus from which laundered items may be hung to dry or air. The following are not considered to be a “clothesline” or drying rack: balcony, railing, awning, other part
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of a structure or building. The new statute allows for “reasonable” restrictions to be imposed on an owner’s backyard for the use of a clothesline or drying rack. “Reasonable restrictions” are defined as those that do not significantly increase the cost of using a clothesline or drying rack. The law also states that Section 4750.10 only applies to backyards that are designated for the exclusive use of the owner. Impact and Preparing for this Law: The governing documents of most common interest developments contain prohibitions on use of clotheslines or exterior laundering. Depending on the language of such provisions, they may now be unenforceable. The first task is to review the governing documents to determine if a “clothesline” restriction exists which is now unenforceable. If so, then the association should consult with legal counsel regarding what rules, if any, should be adopted. Any such rules can specify that exterior drying of laundry is prohibited on balconies, railings and awnings. AB 1516. ASSESSMENT AND RESERVE FUNDING DISCLOSURE FORM. Amends Civil Code section 5570(a)(7) and makes technical changes to the Assessment and Reserve Funding Disclosure Form to replace the word “funding” in two locations with the word “funded.”
2015 CASES Watts v. Oak Shores Community Association (2015) 235 Cal.App.4th 466 Owners of lots in a common interest development who rented their homes to short-term renters (i.e., less than 30 days) challenged regulations and fees adopted by the board that were imposed only on absentee owners who engaged in short-term rentals. Those rules included a minimum rental period of seven days and a fee for bringing boats and other watercraft into Oak Shores. Both the trial and appellate courts ruled in favor of the association, finding that the rules and regulations are reasonable and comply with the association’s governing documents. In reviewing the reasonableness of rules particular to short-term owners, the court recognized that the association’s rules did not prohibit the board from adopting rules governing short-term rentals, including fees to help defray the costs such rentals impose on all owners, stating: The Board may reasonably decide that all owners should not be required to subsidize Watts’s vacation rental business. The court further found that shortterm renters cost the association more than long-term renters or permanent residents: That short-term renters cost the Association more than long-term renters or permanent residents is not only supported by the evidence but experience and common sense places the matter beyond debate. Short-term renters use the common facilities more intensely; they take more staff time in giving directions and information and enforcing the rules; and they are less careful in using the common facilities because they are not concerned with the long-term consequences of abuse.
FEATURE
Two other important rulings were decided in this Case: 1. The rule of judicial deference for homeowners association boards that was established in the 1999 Supreme Court decision, Lamden v. La Jolla Shores Clubdominium Homeowners Assn. (1999) 21 Cal.4th 249, can be extended to board decisions concerning matters other than maintenance, including decisions to adopt rules and regulations. 2. Civil Code Section 5600(b) prohibits an association from imposing or collecting an “assessment or fee that exceeds the amount necessary to defray the costs for which it is levied. The short-term owners argued that the association could not prove there was an exact correlation to the fees imposed on them and the cost to the association arising from their vacation rentals. The court determined that Section 5600(b) does not require an exact correlation between the fee assessed and the costs for which it is levied. The court recognized that “in some instances, such an exact correlation may be impossible to obtain” or in other cases, the costs of studies necessary to obtain an exact correlation may be prohibitive. The court held that the most “reasonable interpretation” of Section 5600(b) is that it requires nothing more than a” reasonable good faith estimate” of the amount of the fee necessary to defray the cost for which it is levied.
What Boards and Managers Can Learn from this Case: Rules and fees that are specific to owners who engage in short-term rentals may be reasonable. In determining whether to adopt such regulations, boards should ensure that the governing documents confer broad rule-making power upon the board. Additionally, boards should follow the standard of care and engage in a reasoned decision-making process to justify the basis for such regulations. For any fees charged, the board is not required to have an exact correlation between the fee assessed and the costs for which it is levied. Rather, so long as the board has a good faith estimate of the amount of the fee that will be necessary to defray the cost, the amount imposed may be upheld. Ryland Mews Homeowners Assn. v. Munoz (2015) 234 Cal. App. 4th 705 This case concerned an alleged nuisance caused by the owner of a second floor condominium, Mr. Munoz, who replaced the unit’s carpets with hardwood floors without obtaining prior approval of the association. The downstairs owners complained that the sound was amplified after the hardwood floors were installed. In enforcing the nuisance and architectural issues, the association requested that Mr. Munoz participate in alternative dispute resolution (ADR) under Civil Code Sections 5930-5965. However, the association’s request did not CAI-CV.org
include a copy of those code sections, which is required. The owner did not respond to the request and the association filed a lawsuit, seeking injunctive and declaratory relief. The association sought a preliminary injunction seeking to prevent Mr. Munoz from maintaining the hardwood flooring. In Mr. Munoz’ opposition, he contended that hardwood floors were necessary due to his wife’s dust allergies. He included declarations from medical professionals regarding his wife’s medical condition.
The court decisions in this case focused on two issues: 1. Was the granting of the preliminary injunction correct? Yes. The trial court did not demand that Mr. Munoz tear up his floors. Rather, he was required to seek a proposal through a contractor to modify the floors consistent with the association’s regulations. The trial court also ordered Mr. Munoz to cover 80% of the flooring area with throw rugs to reduce the sound transmissions. This was a compromise that reflected a balanced consideration of the circumstances of everyone involved. 2. Did the fact that the association’s ADR request did not include a complete copy of the ADR statutes mean that the court had no jurisdiction over the case? No. There was no legal authority presented to support this argument. Also, Mr. Munoz did not identify any prejudice by the association’s failure to include the ADR statutes. In fact, Mr. Munoz ignored the association’s ADR request, never complained about the failure to receive a copy of the statutes until well into the court proceedings and did not relate any confusion regarding his rights under the statute. What Boards and Managers Can Learn from this Case: Disputes between owners regarding
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FEATURE transmission of sound on hard surface flooring are challenging. Increasingly, associations are being told that replacement of carpet in second or higher floor units is necessary for medical reasons. Balancing the competing interests: the need for a reasonable accommodation against the right to preserve the quiet enjoyment of the neighboring residents is difficult. The court in this case established an equitable solution that mitigated the harms to both parties. However, the more interesting decision will be the ultimate outcome of this case and whether replacement or modification of the hard surface flooring will be required. Although the court found that the association’s failure to provide Mr. Munoz with a copy of the ADR article (as is required by Civil Code Section 5935(a)(4) was not prejudicial, associations should make every effort to strictly comply with the provisions of the ADR statutes. Laurie S. Poole has been an attorney with Peters & Freedman, L.L.P. since 1993. Peters & Freedman, L.L.P. serves the Coachella Valley/ Riverside County, San Diego County, and Orange County. Laurie can be reached at Lpoole@hoalaw.com or (760) 773-4463. Adrian Adams is the principal and managing attorney for the Adams Stirling and also editor for the Davis-Stirling.com website and newsletter. Since opening its doors in 2000, Adams Stirling has grown from a single office in Los Angeles to nine offices throughout the state. Adrian can be reached at aadams@ adamsstirling.com or (800) 464-2817.
FEATURE
What's New for Quorum in 2016 Quorum is on the move in 2016 to better serve our long-time and potential members. By Rodney Bissell, Bissell Design Inc. Quorum Co-Chair and Graphic Designer
ADVERTISING We have some new magazine ad layouts this year that offer incredible visibility - like placement on the back cover or a two-page spread in the center. The layouts are outlined in our 2016 Advertising & Sponsorship Plan that can be downloaded from www.cai-cv.org or you can pick up a copy at the CAI-CV office.
QUORUM ONLINE Did you know that every issue of Quorum for the past five years is available to you at CAI-CV's new website? In 2016, we are expanding the Quorum page to include spotlight articles that everyone needs to read and a whole new format that shows the covers of the last nine magazines and the most important features in each issue. Spotlight articles will be emailed to members and potential members. The Quorum online page is also designed to attract new members and advertisers. The CAI-CV Board and Membership Committee will be using Quorum as a tool to attract new members 2016 so the physical and electronic disbursement of the magazine will dramatically increase. With these changes, we expect our readership to double in 2016. Did you know that you can ask Quorum to consider placing your community on the front cover? Have you ever had a great idea for a Quorum article? Have you written something for another publication and wondered how to get it published in Quorum? The new Quorum page will have the request form online. Communicating with the Quorum Committee will be easier than ever!
COMING SOON ONLINE!
• Featured articles online • Emailed article previews that lead back to the online Magazine • Increased distribution • Easy communications with the Quorum Committee to get your association featured or share your story ideas
• Monthly updates online to stay current with new Quorum articles. 36
Quorum January, 2016
CONTENTS
Advertisers ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP..............................................3
ASPHA LT AMS PAVING...............................................................31 ASPHALT MD’S...........................................................23 DIVERSIFIED ASPHALT...............................................39 NPG NELSON PAVING/GOLDSTAR ASPHALT................2
ATTORNEYS EPSTEN GRINNELL AND HOWELL.................................6 FIORE RACOBS & POWERS...........................................4 GREEN BRYANT & FRENCH, LLP.................................23 GURALNICK & GILLILAND, LLP.....................................3 LAW OFFICE OF PEGGY REDMON...............................29 PETERS & FREEDMAN, LLP........................................38
BANKING MUTUAL OF OMAHA BANK...........................................4
ELECTRIC & WATER COACHELLA VALLEY WATER DISTRICT........................2
ORGANIZATION OF ARTICLES Have you noticed an improvement with the look and feel of Quorum? Quorum is using a new program called Base Camp (www.basecamp.com) to manage and edit each issue of the Magazine. This program tracks every article, photos and questions and comments from the entire Committee. This new program has radically improved the quality of Quorum and the volunteer time needed to publish the Magazine has been reduced. We now have time to reach out to all of you for your ideas and articles.
EXTRAS FOR YOU
INSURANCE TIMOTHY CLINE INSURANCE AGENCY, INC..................2
LANDSCAPING CONSERVE LANDCARE...............................................27 SUNSHINE LANDSCAPE..............................................29 WATERRITE - VINTAGE ASSOCIATES, INC..................38
OUTDOOR FURNITURE PATIO FURNITURE DOCTORS, INC..............................27
Have you ever wanted copies of your Quorum article or feature? In 2016, we will be offering reprints of whole issues or partial issues for you to use as marketing tools for your own communities or companies. Our award-winning photos and articles are now available for you to use or reprint in your own newsletters.
PEST CONTROL POWERFUL PEST MANAGEMENT...............................38
POOL DECK RESURFACING
A TOP-DOWN VISION
CTI OF THE DESERT......................................................3
CAI-CV is all about education. Each issue in 2016 will feature education on timely issues of importance to community board members, managers and businesses that support HOAs. The Quorum committee has already outlined articles for the entire 35th Anniversary year. Quorum is on the move and we want all of our members to know how your input and participation continues to transform our Magazine into a high-quality, high-impact publication. Thank you!
ROOFING
Rodney Bissell is the owner of Bissell Design Studios Inc. and is the Co-Chair and graphic designer for the Quorum Magazine. Rodney can be reached at rodney@bisselldesign.com or by phone at 714-293-3749 and you can see more at www.BissellDesign.com.
CAI-CV.org
WESTERN PACIFIC ROOFING......................................38
SECURITY ALLIED BARTON.........................................................25 AMS SECURITY.............................................................3 SECURITAS.................................................................38 SUN CHASERS............................................................29
UTILITY AUDITING PACIFIC UTILITY AUDIT..............................................39
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mail@hoalaw.com
Please contact us for a free consultation on how we can help your association! 38
Quorum January, 2016
Roofing Corporation
Since 1949
“Complete Roofing Services”
San Diego Area: 760.436.3441 Coachella Valley: 760.773.4463 Orange County: 949.390.2977 www.hoalaw.com
11/29/12 2:02 P
WESTERN PACIFIC
Repairs • Re-roofing Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com
We Save What You Pave. OverKote is designed to maintain and beautify paved services. It will extend the life of asphalt for years... protecting your investment and the value of your neighborhoods.
ASPHALT COATING FOR PROS DIVERSIFIED ASPHALT PRODUCTS
Southern California’s Leading Seal Coat Manufacturer 1227 NORTH OLIVE STREET • ANAHEIM, CA 92801 TOLL FREE: 855-OVERKOTE • 855-683-7568 www.DiversifiedAsphalt.com CAI-CV.org
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41-905 Boardwalk, A-2 Palm Desert, CA 92211
CAI-CV UPCOMING EVENTS
JANUARY
FEBRUARY
Lunch Program & Mini Trade Show
Manager On The Run (MOTR) (for managers)
(for all members)
WHEN: Friday, February 5, 2016 WHERE: Sunshine Landscape, Thousand Palms
WHEN: SPEAKER: WHERE:
Friday, January 8, 2016, 11:15 a.m. SPECIAL GUEST SPEAKER JULIE ADAMEN Palm Valley Country Club, Palm Desert
CAI’s M205 Course on Risk Management (for managers)
(for all members)
WHEN: Friday, February 12, 2016, 11:15 a.m. WHERE: Palm Valley Country Club, Palm Desert
Board Member Workshop (BMW)
WHEN: Thursday-Friday, January 21-22, 2016 WHERE: Santa Ana
(for HOA board members)
CAI’s National Law Seminar (for HOA Attorneys) WHEN: Thursday-Saturday, January 28-30, 2016 WHERE: New Orleans
Lunch Program & Mini Trade Show
WHEN: Thursday, February 18, 2016 WHERE: Shadow Mountain Resort & Club, Palm Desert
Corks for CLAC Wine Tasting (for all members)
CAI’s M100 Course on The Essentials of Community Association Management (for managers)
WHEN: Thursday-Saturday, February 25-27, 2016 WHERE: Santa Ana
MARCH CAI’s CASE Study for PCAM (for managers) WHEN: Thursday-Friday, March 3-4, 2016 WHERE: Los Angeles
Lunch Program & Mini Trade Show (for all members)
WHEN: Friday, March 11, 2016, 11:15 a.m. WHERE: Palm Valley Country Club, Palm Desert
WHEN: Thursday, February 18, 2016 WHERE: Shadow Mountain Resort & Club, Palm Desert
GREEN IS FOR LOCAL EVENTS
Save the Date! Thursday, February 18, 2016 E CH
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CAI-CV ANNUAL WINE TASTING
Corks for CLAC CAI’s California Legislative Action Committee Shadow Mountain Resort & Club 45750 San Luis Rey, Palm Desert Poolside | 5:30 p.m. | $45
FOR REGISTRATION & SPONSORSHIPS VISIT
SIGN UP TO BRING A SILENT AUCTION BASKET OR DOOR PRIZE BY CALLING THE OFFICE OR BY EMAIL AT ADMIN@CAI-CV.ORG
CAI-CV.ORG OR CALL 760-341-0559