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Patio Furniture Doctors Inc. “REFINISHING SPECIALISTS”

760-250-6232

1peggylaw@gmail.com

We can create a new look with your existing patio furniture for about 1/2 the cost of new!

We are your only locally owned and operated state of the art

Serving the Coachella Valley for over 30 years.

• Grass cutting • Lawn seeding • General maintenance • Fence/rock wall construction • Irrigation design & repair • Landscape design • Mulching beds • Fertilization • Tree and shrub care • And more!

CALL US TODAY FOR A FREE ESTIMATE! Lic. No. 892720 P (760) 272-4012 E pchavez@blueskylandscapecorp.com

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Quorum April, 2016

Please call me any time for your free on-site furniture assessment. I am always in your neighborhood.

Owner/Operator Bill Richardson

BEST PRICES, QUALITY & SERVICE

We can meet or beat any professionally written quote.

patiofurnituredoctors@gmail.com

(760) 328-8999

Water-use restrictions are now in effect Drought penalties in effect with July water bills

Tier

2

SAVE THE DATE CAI-CV ANNUAL BOWLING EVENT

Customers are being asked to limit Tier 2 water use to 36% below their water budget

Mandatory restrictions include: Repair broken sprinklers within 24 hours, fix leaks as soon as possible Hose must be equipped with a shutoff nozzle to wash vehicles and windows

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Do not wash down driveways, patios or sidewalks Do not irrigate outdoors during or within 48 hours of measurable rainfall Increased water budget for over-seeding is eliminated

CVWD will continue to prioritize working with customers to quickly resolve violations. After a written warning, customers will be liable for fines on their bill starting at $50. For a complete list of restrictions and recommendations, visit www.cvwd.org/CVsaving36

Have questions?

We are here for you, give us a call at (760) 398-2651.Visit www.cvwd.org

IS THE WORD When: Friday June 24 6pm Where: Palm Springs Lanes

Stay connected with us!

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BOARD OF DIRECTORS COACHELLA VALLEY CHAPTER 2016 GERARD GONZALES, PRESIDENT Albert Management, Inc. TAD BLACK, PAST PRESIDENT Associa OnCall PHYLLIS HARKINS, CMCA, CCAM, AMS PRESIDENT ELECT Palm Desert Country Club Association LESLEE CICOGNA, PCAM, AMS, CMCA TREASURER Associa Desert Resort Management CARDINAL AMBROSE, CCAM, CMCA, AMS DIRECTOR Albert Management, Inc. RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management MATT LAWTON, CIRMS, DIRECTOR Prendiville Insurance Agency GEN WANGLER, ESQ., CCAL DIRECTOR Fiore Racobs & Powers A PLC 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

10 FEATURES

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Tuscany at Rancho Mirage

By Steven Shuey, PCAM, CCAM

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Community Association Conflict in Perspective 23 Professional Manager Briefcase 36

Realtors Tackle Affordability Issues to Increase Home Ownership

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By Karen Joy Tabbah CHAPTER NEWS

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CAI-CV Chapter New & Renewing Members Meet the Leadership Louise Stettler, Wine Tasting Committee Chair

By Erin H. Fujioka

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Chapter Upcoming Events

CHAPTER EVENTS

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CAI National M-202 Class Coming to Palm Desert CAI-CV Educational Program & Mini Trade Show Friday, March 11, 2016

LEARN

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GROW

CONNECT

ADVANCE ENGAGE

Marijuana In Associations

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CAI-CV Corks for CLAC Wine Tasting

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QUORUM COMMITTEE MEMBERS KYMBERLI TAYLOR-BURKE, CHAIR NPG Nelson Paving, Inc. RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc. PHYLLIS HARKINS, CMCA, AMS, CCAM BOARD LIAISON Palm Desert Country Club Homeowners Association CARI BURLEIGH, CMCA, AMS The Management Trust Desert Division DEA FRANCK, ESQ. Epsten Grinnell & Howell, APC ERIN FUJIOKA G4S Secure Solutions, USA TIFFANY GOFF Dunn-Edwards Corporation ANTOINETTE HAMILTON Suntrek Solar LISA LYNN, CCAM Albert Management, Inc. FRAN MULLAHY Vintage Associates, Inc. STEVEN SHUEY, PCAM Personalized Property Management Co.

100%

www.caionline.com

community SHARE THE GOODNESS! CAI Annual Conference & Exposition May 4-7, 2016 | Orlando, FL

DAN STITES CBCI Construction, Inc. JOHN WALTERS-CLARK NPG Nelson Paving JENNIFER ZEIVEL, CMCA, AMS Associa Desert Resort Management

CREATIVE DIRECTOR & GRAPHIC DESIGNER 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.

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CAI Annual Conference & Exposition

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CAI-CV 35th Anniversary

CAI Memories

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Platinum Spotlight

Associa Desert Resort Management

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Trending Now

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Sound Activated Devices for Your Home and Business

By Antoinette Hamilton

CAI National How to Find Credentialed Professionals

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Maintenance & Reconstruction Help Your Business Partners Help You!

By Dan H. Stites

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Pearls of Wisdom

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Water Wise

Enforcing Efficiency Supports Community, Broader Water Management Objectives

By Jim Cioffi

WISDOM TIPS TO ENSURE A

HAPPY COMMUNITY ASSOCIATION

EXPERIENCE 33 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

It’s April and the valley has its groove on! Every year in April, over the span of three weekends, we get to enjoy two of the biggest music festivals in the country, Coachella and Stagecoach. With 250,000 visitors descending on our valley, it brings a ton of work, preparation, extra meetings, stress and headaches. But, if you get the chance to attend one of these events, it is a whole lot of fun and you can’t beat the great music.

What’s on the April calendar for us here at CAI – CV? • We will host another Manager on the Run program on Friday, April 1, 2016, for HOA managers and assistants, at Flood Response in Thousand Palms. The topic will be Understanding and Explaining Reserves and Mark Dodge, CEO of Associa Desert Resort Management will be the guest speaker.

• Our Educational Lunch Program and Mini Trade Show will be held at Palm Valley Country Club on Friday, April 8, and features guest speaker John Edwards, from the High Conflict Institute, for Part II of Working with High Conflict Individuals. This program will fill up fast so go online and reserve your space soon.

• For Board members, CAI-CV will host its one-day crash course for community board members on Friday, April 15, also at Palm Valley Country Club. This is an incredibly informative and educational course for board members and I encourage managers to sign up their boards. There is no better way to get your boards to appreciate the work you do than to have them attend this all-day session.

• On April 17 and 18, CAI’s California Legislative Action Committee is hosting their Day at the Capitol in Sacramento. If you are interested in learning more about legislation that will impact common interest developments, you won’t want to miss this opportunity to see our Legislature in action.

• Can’t have a day without a bit of fun so join us on Friday, April 22. CAI-CV will host its Annual Spring Cup Golf Tournament at The Springs Country Club. Even if you don’t golf, please join us for an exciting luncheon and live auction that afternoon.

More information and event tickets are available online at www.cai-cv.org or by calling the CAI-CV office at 760-341-0559.

We are always looking for more active volunteers, so if you would like to join a committee please call the office and speak with our executive director, Cal Lockett. If you have any questions or concerns about our organization, my door is always open, so do not hesitate to give me a call.

Have a great and safe April.

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 AMS Paving Asphalt MD's Conserve LandCare, Inc. Associa Desert Resort Management EmpireWorks Epsten Grinnell & Howell, APC Fiore Racobs & Powers, A PLC NPG Nelson Paving Pacific Western Bank Peters & Freedman, LLP Signarama Sunshine Landscape Western Pacific Roofing

GOLD________________ AMS Security CBCI Construction Diversified Asphalt Flood Response United Paving Vintage Associates

SILVER_______________ 1 Stop Pool Pros Alan Smith Pool Plastering Artistic Maintenance, Inc. Blue Sky Landscape Coachella Valley Water District Mutual of Omaha Painting Unlimited, Inc. Powerful Pest Management Prendiville Insurance Agency PrimeCo Purified Pool Water Seacoast Commerce Bank Three Phase Electric Union Bank Homeowners Association Services

BRONZE_____________ Adams Stirling, PLC All Counties Fence and Supply Aloha Bin Cleaning Animal Pest Management Association Reserves Bank of Southern California Dunn-Edwards Paints Farley Interlocking Pavingstones Frazier Pest Control G4S Secure Solutions Horizon Lighting Kasdan LippSmith Weber Turner, LLP LaBarre/Oksnee Insurance Agency Pro Landscaping, Inc. Rudy’s Termite and Pest Control, Inc. S.B.S. Lien Services SCT Reserve Consultants ServPro of Palm Springs/Indian Wells Sherwin-Williams Paint Silldorf & Levine U.S. Security Associates, Inc. Universal Protection Service Vista Paint Corporation

CAI-CV Chapter New & Renewing Members NEW BUSINESS PARTNER PALM SPRINGS REGIONAL ASSOCIATION OF REALTORS Karen Joy Tabbah (760) 320-6885 karenjoy@karenjoyproperties.com RENEWING BUSINESS PARTNERS AFFORDABLE HOA LEGAL SERVICES Jennifer James (760) 702-7929 Jennifer@affordablehoalaw.com BISSELL DESIGN STUDIOS INC. Rodney Bissell (714) 293-3749 rodney@bisselldesign.com VINTAGE ASSOCIATES Fran Mullahy (760) 772-3673 fmullahy@thevintageco.com NEW MULTI-CHAPTER BUSINESS PARTNER BPR, INC. Thomas Edelson (855) 804-7336 thomas@bprl.com RENEWING MULTI-CHAPTER BUSINESS PARTNERS G4S SECURE SOLUTIONS USA Erin Fujioka (619) 384-3475 erin.fujioka@usa.g4s.com SHERWIN-WILLIAMS COMPANY Vera Cortez (760) 809-9691 swrepq102@sherwin.com SILLDORF & LEVINE, LLP Lexi Deluca (858) 625-3900 Ext. 628 ldeluca@silldorf-levine.com RENEWING MANAGERS John Wiesner (760) 904-4192 john@palmspringsmgmt.com Rich Lampley (714) 325-7271 R.Lampley@cox.net

CATHEDRAL SPRINGS HOMEOWNERS ASSOCIATION Dave Carter (760) 321-2731 cathedralspringshoa@hotmail.com CHAPARRAL COUNTRY CLUB Crispin Kelly (760) 340-1893 Ext. 102 crispinkelly@me.com FIRSTSERVICE RESIDENTIAL Karen Tillotson (760) 834-2496 karen.tillotson@fsresidential.com INDIAN CREEK VILLAS Samuel Hinds (760) 340-1703 icvhoa@gmail.com

RENEWING NATIONAL CORPORATE MEMBERSHIP CERTAPRO PAINTERS Lawrence Nelson (760) 320-1909 tnelson@certapro.com CINC SYSTEMS Vickie Johnson (404) 314-0682 vickie@cincsystems.com SERVPRO Neal Tauferner (760) 346-7270 nealcin@msn.com RENEWING VOLUNTEER LEADERS James Leighty

SUN CITY ANTHEM COMMUNITY ASSOCIATION Sandra Seddon (702) 614-5876 sandy.seddon@scacai.com THE MANAGEMENT TRUST-MONARCH MANAGEMENT GROUP A DIVISION Cassie Gertz (760) 776-5100 Ext. 6345 Cassie.Gertz@Managementtrust.com Lynn Gilliam (760) 776-5100 Ext. 317 lgilliam3281@gmail.com

CANYON COLONY WEST HOMEOWNERS ASSOCIATION Alfred Dutra Raymond Mastalish INDIAN CREEK VILLAS Eugene Hunt William Stricker LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION George McEachran Greg Asbra Greg Ingham Dwayne Frechette Kay Urmanski

Rick Rapp (760) 346-5481 rick.rapp@managementtrust.com

HAVE YOU HEARD Epsten Grinnell & Howell, APC is proud to announce that three of the firm’s attorneys have been included in this year's list of Top Lawyers as published in the March 2016 edition of San Diego Magazine.

• Jon H. Epsten, Esq., Community Association Counsel • Douglas W. Grinnell, Esq., Construction Defects Litigation • Rian W. Jones, Esq., Civil Litigation This list is compiled of top San Diego area lawyers who have reached the highest levels of ethical standards and professional excellence in each of the three fields noted above. Epsten Grinnell & Howell, APC has provided legal counsel to homeowners associations throughout California since 1986.

Congratulations to Epsten, Grinnell & Howell, APC for this honor.

CAI-CV.org

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FEATURE

By Steven Shuey, PCAM, CCAM

T

uscany at Rancho Mirage is a residential community of single family homes located at the north end of Rancho Mirage, on the border of Cathedral City. It is a planned development with 252 homes, each on its own individual lot near Da Vall Drive and McCallum Way. It is a family-oriented community near Rancho Mirage High School.

Tuscany consists of about twelve acres in a park-like setting with single-story homes ranging from 1800 square feet to 2800 square feet in size. The community was built on fee land with all lots individually owned and, although there is a community pool, quite a few homeowners have their own private pools.

The community is fully developed and has been in place since 2002.

The community is truly a “neighborhood community,� with a nice green belt, a dog park, one community pool area and no other amenities (no golf, tennis or clubhouse). Just inside the gate there is a beautiful fountain which gives a look of a modern Italian community and, with street names like Via San Lucia, Via Del Maricale, and Via Siena, it truly gives a Tuscany feel. Hearing from one homeowner, who happens to work for our State Assemblyman, she and her family absolutely love the quiet serene and tranquil atmosphere. Another owner is a CPA who serves homeowner associations throughout the valley, says he likes the beauty of the open areas and the central location in the valley. There is easy access to shopping and restaurants. It is not far from the Agua Caliente Casino where entertainment abounds.

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FEATURE The board of directors is made up of five owners who meet monthly throughout most of the year. They are managed by Caren Carnine Oliva, a seasoned manager who works for Personalized Property Management. She loves the fact that the board members are engaged and actively participate in the operation of the association, overseeing the maintenance and finances of the community. The only committee is an architectural landscape committee and, yes, like most communities, approval is required for any outside changes.

The association is in good financial condition with reserves 100% funded and monthly operational expenses averaging $25,000. Homeowner fees are $144 per month.

The community recently completed a landscaping refurbishing project at a cost of about $150,000.

The value of the homes ranges from $300,000 to $600,000.

The homeowners truly do take pride in ownership by maintaining their homes in beautiful condition. Each owner is fully responsible for their own home and lot.

The common area landscaping is maintained by Vintage Landscape. Desert Protection Services, a patrol service company, tours the property on a regular basis, and Mercer Low Voltage maintains the gate systems. The association banks with Pacific Western Bank and receives legal services from Guralnick & Gilliland. The association’s reserve study is up to date and was performed by SCT Reserve Consultants.

The financial condition receives an independent review on an annual basis by Beck and Company, CPA’s Inc. This community is truly a jewel in the desert and proud to be a member of CAI Coachella Valley.

Steven Shuey is a certified professional community association manager. He serves on the National Faculty of CAI and a past board member of the APCM. He is a management consultant with Personalized Property Management here in the Coachella Valley. He may be contacted at sshuey@ppminternet.com.

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GURALNICK & GILLILAND, LLP ATTORNEYS AT LAW Member of CAI and CACM

Legal Services for Community Associations • General Counsel • Assessment Lien and Foreclosure • No Cost Collections • Fees Paid by Delinquent Homeowner • Detailed Monthly Status Reports • Title Reports at No Charge to Association • Construction Defect/Reconstruction • Mold Claims/Litigation • Real Estate Dispute/Litigation Phone: (760) 340-1515

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Quorum April, 2016

FAX: (760) 568-3053

MEET THE WINE TASTING COMMITTEE CHAIR

By Erin H. Fujioka

LOUISE SETTLER Louise Settler moved to the Coachella Valley in 1996.

Just three years later, she began her career as the business development manager for Epsten Grinnell & Howell.

Louise has been responsible for the marketing and business development for the San Diego, Greater Inland Empire and Coachella Valley CAI chapters until about a year ago when she switched her focus to just the Coachella Valley chapter.

During her time as a member of CAI, Louise has served as president of the San Diego chapter, board member for the Coachella Valley chapter, and served on the Business Partner Committee, Texas Hold ‘em Committee, Monte Carlo Committee, Bowling Committee, Volunteer Committee, Awards Committee and chairing the CLAC Committee in 2016. Louise has been presented with the Lifetime Member Award in the San Diego and Coachella Valley chapters, as well as an award for both Volunteer and Chairperson of the Year.

Prior to joining the community association industry, Louise was a third grade teacher in New York. After becoming a mother of four, she decided to focus on her most important venture -- raising her children and becoming a stay-at-home mother. From New York, the Stettler family moved to Colorado for a short period prior to moving to California where Louise and her family would own and operate Big Olaf’s Ice Cream store in Pacific Beach.

Louise and George, her husband of 17 years, enjoy spending time with their children and grandchildren, hiking, traveling, and taking in concerts of any sort.

Louise has a very eclectic taste in music. She enjoys everything from the “Jersey Boys” to country music, “Abba,” and just about any music that makes her move and feel good. You can find her in the center of the crowd at a rock and roll concert leading the fun and excitement. During their downtime, they enjoy vacationing at their second home in Utah where they plan to spend their summers upon retiring.

FEATURE

Community Association Conflict in Perspective

KEEPING PERSPECTIVE • Utopia doesn’t exist in any segment of society—in our schools, social organizations, athletic venues, workplaces or even our places of worship. Almost 70 million Americans live in condominium and homeowners associations. Some disagreements are unavoidable. Disagreement and disputes are inevitable whenever and wherever people live side by side in a community, regardless of the nature of governance.

• We hear about conflict not because it is the norm, but because conflict makes news. We hear about the plane that crashes, not the millions of flights that arrive safely. Independent national surveys of community association residents confirm that the vast majority of association residents are happy with their associations. We’d like to see that go even higher.

• Some association boards do make mistakes, and there are homeowners who think established rules don’t apply to them.

Communication is essential. Issues should be identified before they become conflicts. Board members and homeowners must be receptive to the open exchange of information and viewpoints.

• While residents should comply with the governing documents of a community association, we urge all parties to be reasonable, flexible and, when possible, open to compromise.

• Association boards represent the interests of all homeowners.

Board members are homeowners themselves—elected by their neighbors—and they have a legal and ethical obligation to act in the best interests of the community as a whole.

• Community association rules are created to preserve the nature and character of the community, protect property values and meet the established expectations of residents. These rules would cease to exist if the vast majority of residents did not want them.

While some rules may at times seem arbitrary or unnecessary, it is necessary to ask: What if every resident did the same thing?

• It’s important to remember that association residents have a contractual obligation to adhere to association rules and pay their fair share for services and amenities provided to residents by the association.

• Rules should evolve as communities evolve. A restriction that made perfect sense 20 years ago may not be appropriate today.

We encourage community association boards to conduct periodic reviews of their governing documents, and to involve the entire community in these reviews.

• The greatest challenge is balancing the preferences of individual homeowners with the best interests of the community as a whole.

Managing this critical and delicate balance is the essence of effective community leadership.

CONTINUED CAI-CV.org

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FEATURE COMMUNITY ASSOCIATION ISSUES There are issues, disagreements and conflicts in every human endeavor. Some associations deal with occasional strife. Our schools face conflicts and issues.

So do our workplaces, social organizations, government and even our places of worship. Utopia does not exist. People disagree—sometimes, unfortunately, disagreeably.

Education and communication are two critical elements of successful homeowner-community association relations.

• Education involves making every effort to convey timely, understandable information about codes, policies and procedures to all homeowners and non-owner residents.

• Communication, both to and from leaders, is the best way to identify and resolve issues before they become open conflicts.

TYPES OF ISSUES Perhaps the most common issue involves the collection of mandatory assessments—dollars that the association needs to provide services and amenities that residents expect. Services and amenities can include trash pickup, snow removal, landscaping, pools, street lighting, tennis courts or playgrounds, building maintenance and more.

If homeowners don’t pay their assessments—as they contractually agreed to do when they purchased their homes—associations can face serious shortfalls.

When that happens, services must be curtailed or other homeowners must make up the difference, which is unfair to those who pay their fair share.

Community associations also contend with conflicts involving what a resident may want to do and what established rules allow. For example: • Residents may want to build large sheds in their backyards in violation of the community’s established rules for permanent structures.

• Neighbors may want to deviate from the community’s established architectural guidelines, e.g., painting shutters bright red instead of the color options set forth in the covenants, conditions and restrictions (CC&Rs).

• Other conflicts can involve pets, parking, yard signs, flags and flagpoles.

Rules should be communicated regularly to homeowners and non-owner residents and enforced fairly and consistently.

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TIME HONORED Charles Walters-Clark

By Phyllis Harkins

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harles Walters-Clark, onsite General Manager for Outdoor Resorts Indio, is a long-time resident of the Coachella Valley. The youngest of four children, he is a Palm Springs High School graduate, and he credits his parents with inspiration to work hard and tell the truth. His grandfather was Lucille Ball’s chauffer and his ancestors are related to a former king of England. Charles has worked in the HOA industry for over twelve years and currently works with Associa/Desert Resort Management. Prior to his current onsite management position, he was a portfolio manager with as many as fourteen accounts at one time.

Charles joined the CAI-CV Chapter more than ten years ago; currently he is working on his CMCA designation, and he also has the CCAM certification from CACM. He has actively served on the Chapter’s Golf, Bowling and Casino committees. Since bowling is one of his favorite hobbies, it’s no surprise that his team is always a high scoring group at the Chapter’s annual Bowling event. In addition to bowling, Charles likes to hike and work in his home art room. You might remember his hiking article, from the June 2014 Quorum, about the best hiking trails in our valley.

Charles’ music choices range from Loretta Lynn to Adele.

Two of his favorite expressions are “Treat people how you wish to be treated” and “Expectations are premeditated resentments.” If he was not working in the HOA industry, Charles would be a voice actor and possibly also work in the music industry. Charles’ husband, John Walters-Clark, is a Screen Actors Guild member and consequently has the opportunity to vote for both the Academy Awards and SAG awards. Charles, of course, offers his comments and suggestions!

Thank you, Charles, for your many years of service to the CAI-CV Chapter. It is an honor to share your story.

ABOUT CAI

1991

Concrete Care, Managing Contractors, Turf Transition, Collections

1992

Landscape Management, Board Meetings, Reserve Studies, Executive Sessions

1993

Construction Defect, Treating Complaints, CALOSHA, Amending CC&Rs

1994

Fluorescent Lighting, Special Assessments, Africanized Bees, Leadership

1995

Reserve Funding, Right to Collect Assessments, Disclosures, Association Minutes

1996

Fall Flower Care, Security Lighting, Asphalt Maintenance, Emergency Preparedness

1997

Security/Gated Communities, Enforcing CC&Rs, Insurance Disclosures

1998

Professional Management, Roof Rats, Irrigation Systems, Annual Meetings

1999

Plan Ahead Budgets, Reserves, Seasonal Landscape Tips, Killer Bees

2000

Mediation, Ways to Make Decisions, Towing, Hiring Consultants

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MANAGERS WHO OBTAIN CMCA CERTIFICATION CAN EXPECT TO EARN 18% MORE THAN NON-CREDENTIALED COMMUNITY ASSOCIATION MANAGERS.

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SUBMIT AN APPLICATION FOR CMCA CERTIFICATION

Drafting Rules, Painting, Committee Meetings, Architectural Applications

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FULFILL AT LEAST ONE PREREQUISITE REQUIREMENT

1990

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OBTAINING CMCA CERTIFICATION IS AS EASY AS 1–2–3!

Here is a snapshot of Quorum topics from 1990 to 2000. While the faces and communities in the Coachella Valley have changed over the years, the topics of interest to Quorum readers has remained steadfast.

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The Community Association Managers International Certification Board (CAMICB) was formed in 1995 to develop and administer a certification program for community association managers. CAMICB awards the Certified Manager of Community Associations (CMCA) credential.

Since 1995, almost 16,000 CMCA credentials have been awarded to professional community managers.

CAMICB’s purpose is to ensure that community association managers practice with professionalism, integrity and knowledge. The CMCA® certification program is the only internationally accredited certification program in the common interest development field. CMCA-certified professionals manage every type of community: condominium associations, homeowner associations, resort communities and commercial tenant associations. CMCAs are recognized for their skills and knowledge in community association management. Running a community association is like running a business. The best way for homeowners to protect their investment is by hiring a qualified, boardcertified CMCA. An estimated 63 million Americans live in 323,000 community associations.

Ten Years of Quorum Magazine Features

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CAI-CV

2016 PLATINUM SPONSOR SPOTLIGHT

CAI NATIONAL M-202 CLASS COMING TO PALM DESERT

The CAI M-202 class on Association Communications is a valuable course for all managers. This class is one of six required courses for the PCAM designation, and can also be one of the two courses needed for the AMS designation.

Communication skills are what set good managers apart from the average. By taking this course, you’ll gain the tools to effectively handle community issues, write association newsletters and reports, and manage association public relations.

This is the only CAI course that is not offered online, so sign up now, before the class roster is full.

M-202 Class—June 23 and June 24, 2016, at a to-be-determined location in Palm Desert. Register online at caionline.org. This will be the only M-202 class this year in the Coachella Valley.

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ssocia Desert Resort Management has been in business in the Coachella Valley for 29 years. We are a full-service management company specializing in resort lifestyle communities, with a full range of services customizable just for you. In addition to management and accounting services, we also offer escrow services, developer consulting, property maintenance and association insurance.

In June of 2010, Desert Resort Management became part of the Associa family of management companies. The partnership with Associa provided world class community management industry resources and technology, while maintaining the local leadership and personal service Desert Resort Management was already known for. We are most proud of our long-term relationships we have with our clients. They, along with our new clients, provide us with valuable feedback and help us to continue to provide the finest management services available. We love our clients and it shows!

We are also proud of our commitment to our employees’ satisfaction and well-being. Hiring and retaining the best people in the industry is our priority. Every member of our team is well supported, and we make sure they know how important they are.

They take ownership and go above and beyond what is expected.

We conduct regular team-building, social, and educational events for our staff and prioritize maintaining high employee morale and low employee turnover.

Participating in our community is important to us. We’re a proud financial sponsor of local high school and other sports teams in the valley. We’ve also been an active, long-time member of CAI since the local chapter was founded. Many of our employees have served on the board of directors and have been chairs and participants in various committees.

This year, we are pleased to be a Platinum Sponsor for the Coachella Valley Chapter again. CAI is the best resource for educational, social and networking programs for all professionals in our industry.

Thank you to Associa Desert Resort Management for their generous support of CAI-CV 16

Quorum April, 2016

TRENDING NOW

Sound Activated Devices for Your Home and Business

By Antoinette Hamilton

R

emember those Clapper sound activated lights? Now we have Siri—Apple’s voicecontrolled, virtual assistant that you speak to using your iPhone, iPad, iPod Touch, or Apple Watch to control everything from lights to your washing machine.

LUTRON.COM With Lutron you can use Siri and the power of your voice to control Serena battery-powered shades.

HONEYWELL.COM In order to keep up with the Nest and ecobee, Honeywell has introduced the second-gen Lyric thermostat. With temperature controls through Siri, the WiFi thermostat can send out notifications and adjust temperatures based on outdoor conditions. When you’re home or away it’s geofencing feature will adjust comfort levels accordingly.

HUNTERFAN.COM Thanks to the addition of WiFi, Hunter’s Symphony and Signal ceiling fans can be controlled individually or as a group of fans using voice commands. One command can turn on the fan, lock the doors, and close the garage door.

FIRSTALERT.COM Onelink by First Alert Wi-Fi Smoke + Carbon Monoxide (CO) Alarm can notify users in case of an emergency. The Wi-Fi Environment Monitor, the Wi-Fi Safe, Wi-Fi Thermostat are expected to become available later this year.

GRID CONNECT CONNECTSENSE.COM The Smart Outlet features two internetconnected electrical sockets that enable users to control and monitor lights, fans, televisions and washing machines plugged into them using Siri via their iPhone, iPad, iPod touch or Apple watch.

KWIKSET.COM No more fumbling for your keys. Kevo, Kwikset’s Bluetooth electronic deadbolt smart lock will allow users to lock and unlock the door through Siri voice controls. Never wonder if your door is locked or unlocked. Respond to emergencies by giving a neighbor access to your home. Let family, friends and guests into your home remotely. Know when service providers enter and leave.

Antoinette Hamilton has experience in solar PV and solar pool heating in the Coachella Valley since 2007. She is a frequent guest speaker on energy efficiency solutions for HOAs, hotels, country clubs, apartment complexes and assisted living facilities. You can reach her at 760 808-1128 or info@suntosolar.com.

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HOW TO FIND CREDENTIALED PROFESSIONALS CAI’s Directory of Credentialed Professionals is a comprehensive, searchable database of community association managers and other professionals who have earned certifications and designations.

Users can search the directory— by last name, company name or state/province—for industry profes sionals who have obtained the Certified Manager of Community Associations (CMCA) certification, as well as the CAI designations: A s sociation Management Specialist (AMS), Professional Community Association Manager (PCAM), Large-Scale Manager (LSM), Accredited Association Management Company (AAMC), Community Insurance and Risk Management Specialist (CIRMS), Reserve Specialist (RS) and members of the College of Community Association Lawyers (CCAL).

Access the Direc tor y of Credentialed Professionals at w w w.caionline.org/info/ directory. Visit www.caionline.org/ credentials to learn more about professional credentials.

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ABOUT CLAC

CLAC Advocacy Update (The Latest from Sacramento)

A total of 2,117 bills were introduced this year. Of those, we are following 17.

The following bills are of major importance at this time in the law making process: SB 1391 • This bill is CLAC’s • It’s a “spot bill” • It’s holding a spot in the chain of bills • Bill can be amended later to provide some substantive relief to associations in the form of recovering delinquent assessments or other priority payments after a foreclosure

AB 1799 • Bill allows election of candidates by acclimation to the Board of Directors when there is the same or less number of candidates than open seats

• CLAC will keep you apprised in the months ahead as we amend the bill

• Would avoid the costs of repeatedly mailing ballots when the results are already known in such an “uncontested election”

• Goal is to help communities remain solvent

• CLAC supports this bill but opposition has surfaced

• Republican Senator Patricia Bates from Orange County is the author

• Bill may be difficult to pass

AB 1720 • Bill permits an attorney who represents an association member to attend any board meeting that the member is permitted to attend, regardless of whether that member also attends • Allows the attorney to address the Board on any matter regardless of whether the association has its attorney present • The bill is sponsored by the California Association of County Bar Associations • Author is Republican Assemblyman Don Wagner, a lawyer who represents Santa Ana, Orange, and Irvine • CLAC strongly opposes this full time employment for attorneys act

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• Communities cannot afford the costs of having attorneys at every meeting

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• Republican Assembly Member Chad Mayes from Rancho Mirage is the author of this measure

GRASSROOTS EFFORTS • Chapters are organizing important visits to key legislators in their areas and inviting them to tour associations • Grassroots, face-to-face contact is a tried and true advocacy tool • CLAC absolutely needs to practice this tool, especially with so many new legislators, some of whom may be in office until 2024, thanks to the voter approved ballot initiative that recently passed • It is important legislators hear from you so it’s in your best interest to strike up a relationship Call the CAI-CV office at 760-341-0559 to learn more about our local grassroots efforts

2016 LEGISLATIVE DAY AT THE CAPITOL • Event has been held 22 years and it’s always politically effective… and fun!

• This year’s event will be held on Sunday, April 17th and Monday, April 18th • The event will be dedicated to education programs, awards, and interaction with managers, board members, owners, attorneys and your Chapter Delegates and Liaisons to CLAC • Perhaps for the first time you’ll be meeting your Assembly and Senate Members… that will be fun!

DATE:

SUNDAY, APRIL 17 & MONDAY, APRIL 18, 2016

LOCATION:

HYATT REGENCY SACRAMENTO 1209 L STREET, SACRAMENTO, CA 95814 (888) 421-1442 - MENTION CAI-CLAC FOR DISCOUNT

RSVP AT: WWW.CAICLAC.COM To register your SUPPORT for AB 1799, or register your OPPOSITION to AB 1720, please go to the Assembly web site www. assembly.ca.gov for contact information.

伀甀爀 匀攀爀瘀椀挀攀猀㨀

∠ 䄀猀瀀栀愀氀琀 刀攀瀀愀椀爀Ⰰ 倀愀琀挀栀椀渀最 ☀ 䌀爀愀挀欀昀椀氀氀 ∠ 䄀猀瀀栀愀氀琀 刀攀洀漀瘀愀氀 ☀ 刀攀瀀氀愀挀攀洀攀渀琀 ∠ 䜀爀愀搀椀渀最 愀渀搀 一攀眀 倀愀瘀椀渀最 ∠ 伀瘀攀爀氀愀礀猀 愀渀搀 䘀愀戀爀椀挀 伀瘀攀爀氀愀礀猀 ∠ 䄀氀氀 琀礀瀀攀猀 漀昀 匀氀甀爀爀礀 匀攀愀氀猀Ⰰ 倀愀瘀攀洀攀渀琀 䌀漀愀琀椀渀最猀 愀渀搀 匀琀爀椀瀀椀渀最

匀攀爀瘀椀渀最 愀氀氀 漀昀 匀漀甀琀栀攀爀渀 䌀愀氀椀昀漀爀渀椀愀 猀椀渀挀攀 ㄀㤀㠀㄀℀

㠀 ⸀㌀㔀㜀⸀ 㜀㄀㄀ 愀洀猀瀀愀瘀椀渀最⸀挀漀洀

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CHAPTER EVENTS

Marijuana In Associations Friday, March 11, 2016, Palm Valley Country Club

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Quorum April, 2016

CHAPTER EVENTS GUEST SPEAKERS Mary Howell, Esq., CCAL & Chris Cranfill, MHA PROGRAM SPONSORS Accurate Leak Locators All Counties Fence and Supply AMS Paving Animal Pest Management Services, Inc. Asphalt MD's Blue Sky Landscape Conserve LandCare Dunn-Edwards Paints EmpireWorks Flanders Painting G4S Secure Solutions Horizon Lighting Inc. NPG Nelson Paving Pacific Western Bank Patio Shoppers Commercial Furnishings PrimeCo Purified Pool Water S. B. S. Lien Services Seacoast Commerce Bank Sherwin-Williams Paint Silldorf & Levine Strategic Reserves Three Phase Electric Vintage Associates, Inc. SPOTLIGHT SPONSORS Associa Desert Resort Management EmpireWorks PEN SPONSOR Accurate Leak Locators CAI-CV.org

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CAI’s Board Leadership Development Workshop

Essentials of Community Association Volunteer Leadership A ONE-DAY WORKSHOP COVERING:

• Governing Documents and Roles & Responsibilities • Communications, Meetings & Volunteerism

• Fundamentals of Financial Management • “Ask the Attorney” Roundtable with Wine & Cheese

FOR COMMUNITY BOARD MEMBERS AND HOMEOWNER VOLUNTEERS

DATE: FRIDAY, APRIL 15, 2016 TIME: TIME: 8:15 A.M. TO 5:00 P.M. COST: $95 PER PERSON (COMMUNITY ASSOCIATIONS TYPICALLY PAY

THESE FEES FOR THEIR BOARD MEMBERS TO ATTEND)

SAVE THE DATE FRIDAY APRIL

15TH YOUR AD

HERE

LOCATION: PALM VALLEY COUNTRY CLUB 39205 PALM VALLEY DRIVE, PALM DESERT (ENTRANCE OFF COUNTRY CLUB, BETWEEN WASHINGTON & EL DORADO) RSVP REQUIRED: WWW.CAI-CV.ORG | 760-341-0559 | ADMIN@CAI-CV.ORG

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

www.securitas.com/us/en

Securitas Security Services USA, Inc. For more information on how we can exceed your expectations, contact Reginald St. Germaine, Palm Desert Branch Manager at (760) 779-0728.

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Quorum April, 2016

11/29/12 2:02 PM

FEATURE

Professional Manager Briefcase

LEARN

ELEVATE

GROW

CONNECT

ADVANCE

A Message from the APCM Board Community managers are the professional backbone of the communities they serve, providing the knowledge and expertise that are crucial to the successful management and operation of associations. CAI’s APCM Board has developed the Professional Manager Briefcase to provide you with beneficial information to help you advance your career and serve your communities.

If you are a new manager, there are tools and resources to help you learn more about common-interest communities and association management and begin your journey to becoming a successful professional in your company and community.

If you are an experienced manager, but new to CAI, these resou rces w i l l provide you with convenient ways to stay current with trends and oppor t unit ies and increase your pr of e s s ion a l i s m .

The contents of the briefcase will provide references and recommendations for you to learn, grow, advance, engage, connect and elevate your career.

We recommend you bookmark the briefcase, save it to your tablet or desktop and reference it frequently as a guide

ENGAGE for ongoing professionalism. This is yet another way CAI is your one and only go-to resource. The APCM Board is a specialized member group dedicated to giving community managers added advantages on the job, in their careers and in the association marketplace.

The APCM Board provides representation for all CAI manager members and provides recommendations to the CAI Board of Trustees on policies and trends affecting managers. The focus is on you, your career and your professional g row t h, whet her you’re an on-site, portfolio or large-scale community manager.

We encourage you to be the best community manager you can be. CAI stands ready to help you reach new heights and elevate our profession.

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LEARN “to acquire knowledge of or skill in by study, instruction, or experience” CAI is the only international organization offering community management courses to further your education and knowledge. The education catalog outlines our many educational opportunities. Manager education can be found through the Learning Center.

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CONTINUED

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FEATURE If you are a new manager, it’s recom mended you begin your education with The Essentials of Community Association Management (M-100). The course is a comprehensive overview of community association management. Successful completion of this course is the first step in obtaining a professional certification in community association management.

Throughout your educational journey, we recommended you participate in chapter programs as well as webinars. Chapter programs vary from chapter to chapter and generally focus on local issues, including state legislation and local practices. CAI offers both live and on-demand webinars, so if you are looking for an answer, the webinar library is a good place to start your search. Not only will these educational opportunities increase your knowledge, they may be eligible to meet some designation requirements.

The next step in CAI’s professional development program is the 200-level series offering specialized courses including facilities management, communications, leadership, governance, risk management and financial management.

There is no recommended order in which you should take the courses. Once you complete two 200level courses, you will be eligible to apply for your Association Management Specialist (AMS) credential. Completion of all six 200-level courses is necessary to apply for the Professional Community Association Manager (PCAM) designation, the most widely recognized and respected credential in the community association business.

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Quorum April, 2016

GROW “to increase gradually in size, amount, etc.; become greater or larger” To continue to grow as a community manager and maintain the highest level of professionalism, you’ll need 24/7 access to information that will answer questions, help you solve problems and keep you current with community association trends and practices. CAI provides resources, including publications and website content, to give you the information, knowledge and expert perspective you need— when you need it. (CAI website log-in is required for many of the following resources.) www.caionline.org is one of the most valuable resources in your briefcase. If you have a topic of interest or are searching for an answer about community association management, you are certain to find an article, template, book, course or information. There’s no need to start from scratch, CAI has developed downloadable sample templates and forms, from bidding and contracting to community operations, i nsu ra nce a nd maintenance—and much more.

Advocating for better communities is part of CAI’s mission and should be on your agenda as well. As a professional manager, it’s crucial you are familiar with the latest regulator y and legislative issues affecting your community. CAI’s Issues & Advocacy section of the website provides you with up-to-date information on federal and state legislation and regulatory issues.

CAI Press, the publishing division of CAI, is dedicated to providing the very best resources for community associations for management professionals, association board members and others. With more than 100 titles, we offer the largest collection of books on association governance, management and operations. If you are looking to go

more in-depth on a topic, we have a book for you. CAI Press has excerpts from the most popular topics, including disaster management, finance, insurance, legal resources, meetings and policies, and rules.

If you are looking for information or an article on a given topic, a good place to start is the Research Library. This feature will allow you to search many CAI publications simultaneously.

Community Manager, a bimonthly newsletter for managers and management company executives, includes information about what’s happening in CAI and throughout the industry, as well as resources to improve your management skills. Special sections are geared to the needs and interests of management company owners and large-scale and portfolio managers. The online newsletter archives may be searched to find a specific topic.

Common Ground, CAI’s awardwinning magazine, is the ultimate resource for community association governance, management and operations.

FEATURE Each issue is packed with feature articles and columns designed to help our readers preserve, protect and enhance their neighborhoods by: • Running productive meetings • Enforcing rules in consistent and reasonable ways • Being aware of legislative and regulatory issues • Planning and budgeting for repairs and replacements • Performing preventive and ongoing maintenance • Understanding historical and contemporary trends in common interest development • Involving residents in the business of their association • And doing all the other things, great and small, that build a sense of community.

Common Ground is also archived on www.caionline.org, so you can search for relevant topics.

Community Association Law Reporter is a monthly e-newsletter designed to provide CAI members with the latest information about court decisions involving community associations.

Cases involve such issues as developer liability, lenders’ rights and remedies, use restrictions, covenant enforcement, assessment collection and much more.

The most recent issues are archived online and are searchable to easily find topics of particular interest.

ADVANCE “to improve, further” Now that you’ve taken some education courses and used many of the resources available through CAI, it’s time to get a community management professional credential.

Community associations and management companies are looking for qualified, dedicated professionals to manage their communities.

By obtaining a credential, you’ll gain a competitive advantage, earn more money and obtain valuable experience.

Once you complete and pass the M-100 (or an alternative approved prerequisite), it is recommended you study to take the Certified Manager of Community Associations (CMCA) exam and earn your CMCA designation through the Community Association Managers International Certification Board (CAMICB).

The CMCA is the only international certification program designed exclusively for those who manage homeowners associations, condominium communities and cooperatives. The CMCA recognizes individuals who have demonstrated the fundamental knowledge required to manage these communities.

To facilitate your preparation, CAMICB has developed two important tools to assist you in preparing for the exam.

• The CMCA Handbook • The CMCA Study Guide Once you’ve studied and passed the exam, it’s important to remember that being a CMCA is more than just education and knowledge. Being a true CAI-CV.org

professional means upholding the standards of professional conduct.

The next credential you may be eligible for is the Association Management Specialist (AMS), which is offered through CAI. Once you complete two 200-level courses and have two years of community management experience, you will be eligible to apply for your Association Management Specialist (AMS) credential.

Completion of all six 200-level courses is necessary to apply for CAI’s Professiona l Communit y Association M a n a g e r (PCA M) designation, the pinnacle of professionalism in the association management busi ness. In addition, you must have five years of experience in association management and complete the PCAM Case Study, which is a comprehensive examination of an actual community association. This invaluable experience combines classroom instruction and on-site inspection, providing the information and perspective you need to submit a written report.

In addition to CAMICB’s standards of professional conduct, CAI provides a professional manager code of ethics, which, as an AMS and PCAM, you will be responsible for upholding.

Additional information and details on obtaining and maintaining your professional credentials may be found here.

Now that you are a CMCA, AMS and/ or PCAM, you want others to know— your community, your clients, your peers and potential employers.

So, the next stop is the CAI Job Market, where you’ll find resources to spread the word a nd educate CONTINUED

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FEATURE others on what it means to have a professional community ma nagement credent ia l.

Resources include: • Job Market • Articles and books on career management • Directory of Credentialed Professionals • Digital brochures that can be used to find the right professional • Easy-to-use brochures you can use to promote the value and importance of the AMS, PCAM, and AAMC designations

ENGAGE “to occupy oneself; become involved” Networking and engaging with your peers is one of the most important aspects of being a professional, and that begins with being involved in one (or more) of CAI’s 60 chapters. As a member of CAI, you are automatically a member of the chapter in your geographic region.

Every chapter is different and provides a variety of programs and services such as professional development programming, community association board member education, networking opportunities, educational publications and other services to meet t h e

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needs of CAI members.

Chapters offer many volunteer opportunities, from serving on the chapter board or committees to writing articles for chapter publications and giving presentations at chapter events. In addition, hundreds of members serve on state legislative action committees.

The PCAM application has an option for chapter involvement; this is a great way to meet that requirement. But don’t be surprised if you stay involved. You’re likely to enjoy it and benefit from the experience of meeting new people and working with your peers to advance the community management profession.

International events are another way to engage in your profession.

Attending these popular events gives you a broader perspective, allowing you the opportunity to network with community managers and other industry professionals from all over the world. (It probably won’t surprise you to learn that pets, parking and people are the same hot-button issues for community managers in Florida, California, South Africa, Australia and Dubai!) Importantly, you’ll have opportunities to meet and learn from many product and service providers and to take advantage of education sessions that inform and enlighten even the most experienced professionals.

CAI’s Annual Conference & Exposition, held every April or May, is the largest event with the broadest appeal for managers. Education sessions focus on operations, leadership, innovative business practices and new products and technologies.

For management company CEOs and senior executives, the CEO-MC Retreat, held annually in October, is a “can’t miss” event. It is specifically designed for

Quorum April, 2016

senior executives to network and learn from each other.

For large-scale managers—defined as on-site managers who manage communities that provide municipal-type services with a minimum of 1,000 units or acres and minimum of $2 million operating budgets— C A I ’s LargeScale Managers Workshop is a oneof-a-kind learning and net work ing experience.

The event is held annually in September and offers tours of host communities and hands-on educational sessions.

The Community Association Law Seminar, held annually in January, is a professional event to discuss emerging trends and legislative issues at an advanced level.

Now that you are participating in your local chapter and have attended international events, perhaps you will consider an international leadership opportunity. We have annual elections each August to elect representatives to serve on the Board of Trustees and the APCM Board. Elected members give their constituencies a voice in crafting CAI policy and work to ensure that CAI continues to provide services and benefits that members need and value.

CONNECT “to establish communication between; put in communication” In addition to engaging and networking at chapter, national and international events, you need to be part of the conversation. Not only will you continue to learn from your peers, but you can share your experiences, expertise and knowledge with others. With more than 15,000 professional managers

FEATURE and management companies involved in CAI, you will surely find others with similar experiences or those who need your expertise.

CAI is social—that is, our members connect through some of the most widely used social media platforms, including LinkedIn, Twitter and Facebook. Join our group, follow and friend us. Not only will you receive up-to-date industry information, you’ll connect with peers to continue your learning.

Another valuable information exchange for managers are listservs. The community manager listserv is open to all community managers. Additionally, CEO-MC and LargeScale Managers listservs are available to those managers who meet the criteria. CAI listservs are moderated by volunteers. If you are interested in joining, please contact CAI’s member service center at caiinfo@caionline.org, and you will be provided with additional information.

ELEVATE “to raise to a higher state; exalt; promote” There is no better way to elevate our profession than to share the message with others.

Be a mentor to a less experienced manager, either formally through a local chapter or informally with a peer. Being a mentor allows you to share your experiences with others. It helps the mentee set goals and have someone to encourage and build confidence. As a mentor, you gain personal fulfillment and often learn from your mentee as well.

Word of mouth is the best form of promotion. CAI continues to grow, enabling us to continue to advocate on your behalf, build resources and services

for communities and promote the value of the community management profession. Members build membership. Every new member brings added credibility to CAI and the industry. CAI offers tools through the Recruiter Club to help you share CAI with others.

Count yourself among those who support CAI, our industry and associations across the country. Each new member makes CAI a stronger and more effective advocate for you.

We encourage you to share this document with community management colleagues who may benefit from the wealth of information provided on the CAI website. Some of the links require a CAI member log-in; others do not.

John Joseph “Joey” Carona Jr., CMCA, AMS, PCAM, Associa Inc., Dallas, TX Vanessa Dreyer, PCAM FirstService Residential Scottsdale, AZ James H. Dodson IV CMCA, AMS, PCAM Ewa by Gentry Community Association Ewa Beach, HI Marge Imfeld, PCAM I & I Property Management, AAMC, Fresno, CA Michael Johnson, AMS, PCAM FCS Community Management, aamc, Draper, UT Jeffrey N. Kutzer, CMCA, PCAM, The Management Trust—PMA Colorado Division, Aurora, CO

The Professional Manager Briefcase was developed by the 2014 APCM Board.

James P. Magid, CMCA, LSM, PCAM FirstService Residential, AAMC, Eatontown, NJ

CHAIR Gregory G. Smith, CACM, AMS, PCAM M & C Association Management Services Inc. Stockton, CA

Jessica Towles, CMCA, AMS, PCAM Grand Dominion by Del Webb, Mundelein, IL Scott Williams, CMCA, AMS, PCAM East West Resorts—Tahoe, Truckee, CA

CHAIR-ELECT Elbert Boothby, CMCA, AMS, PCAM Boothby Realty Inc. Birmingham, AL

STAFF LIAISON

Nicole Armstrong, CMCA, AMS, PCAM Hammersmith Management Inc., AAMC, Colorado Springs, CO Katie Bikshaeva, CMCA, AMS, PCAM AMI—Advanced Management llc, Denver, CO

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Crystal Wallace, IOM, CAE Vice President, Membership & Chapter Relations Community Associations Institute

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CHAPTER EVENTS

Another Successful Corks for CLAC Wine Tasting

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CHAPTER EVENTS On Thursday, February 18, CAI-CV members enjoyed a beautiful evening under the stars and around the pool of Shadow Mountain Resort and Club for the annual Corks for CLAC Wine Tasting. Delicious hors d’oeuvres were served while guests sipped varietal wines from around the country. The silent auction was a huge success with many unique baskets and gifts donated by CAI-CV members. The committee worked hard to ensure all had a good time for a worthy cause.

Corks for CLAC is a fundraiser for the California Legislative Action Committee. CLAC reviews, supports and provides education about legislation impacting common interest developments. Skip Daum, CAI’s lobbyist in Sacramento, provided an update on current legislative efforts. For more information about CLAC go to WWW.CAICLAC.COM. THANK YOU TO THE 2016 CORKS FOR CLAC COMMITTEE AND SPONSORS: Louise Stettler –Chair Cari Burleigh-Co-Chair Carol Fulton Gen Wangler

Gloria Kirkwood Kimberly Ellis Lai Gau Lori Fahnestock

Phyllis Harkins Sharron Badham Tad Black

Champagne Sponsor EmpireWorks

Chateau Sponsor Sunshine Landscape

Cabernet Sponsor Pacific Western Bank

Bordeaux Sponsors Adams Stirling Fiore Racobs & Powers Peters & Freedman Western Pacific Roofing

Riesling Sponsors Artistic Maintenance Asphalt MD’s Associa Desert Resort Management Dunn-Edwards Paint U.S. Security Associates

Grand Prize Sponsor Epsten Grinnell & Howell

Wine Glass Sponsor Powerful Pest Management

Wine Stopper Sponsor Farley Interlocking Pavingstones

Cocktail Napkin Sponsor Accurate Leak Locators

Scholarship Sponsor Flood Response

Friends of CLAC Sponsors CBCI Construction LaBarre/Oksnee Insurance Agency Pacific Western Bank

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MAINTENANCE & RECONSTRUCTION

Help Your Business Partners Help You!

By Dan Stites

W

ant to see a funny look on a repair job, so a week should give them server’s face? Next time you plenty of time to get their proposals in.“ order dinner, just say, ”Yes, I will have This is what will happen: Three contracan appetizer, salad, meat with a side tors, three different scopes of work, three dish, and a glass of wine please. Oh, and different prices, and no way to do an please bring me dessert when I am done ‘apples to apples’ comparison! with my entree. My reservation is one You interview all three and select day next week so make sure my order is the low bidder, he gets started and the ready when I arrive.” As a reconstruction City inspector drives by and asks to see contractor, I receive requests for services the building permit. BIG OOPS! The that are not much paint has lead in different from this it, interior repairs I WILL HAVE AN APPETIZER, and, no matter are required and how committed I SALAD, MEAT WITH A SIDE DISH, the drywall has am to pleasing my AND A GLASS OF WINE PLEASE asbestos, all decks customers, doing have be to brought so is almost impossible because I just up to current code due to the extent of the don’t have enough information. The structural damage, engineered drawings reason that this happens is simple: The are required, a permit is required, and person making the request does not have you have a partially demolished project a clear understanding of what a business on hold with disturbed lead and asbespartner needs to provide a meaningful tos, and a contract with the wrong scope bid. My intent here is to outline some of work. Oh, your homeowners are not basics that will help you help your going to be happy with their Board and, business partners to do a better job of well, stuff rolls downhill! helping you. Although this will have a This is an extreme case that probably ‘reconstruction slant,’ it is applicable to will never happen but our hypothetivirtually any business partner segment. cal scenario could have been avoided The first question you need to ask is, by simply asking a City Inspector or, ”Do I have a biddable project?” Some if the project is large or complex, a projects require engineering, building Construction Consulting partner, to look permits, asbestos/mold/lead testing, or at the job and give you their thoughts. other inspections or approvals before a Actually, one of the three bidders should clear scope of work can be developed. A have raised the above issues but, I can worst case example might be if you have tell you through personal experience a community with multiple second story that I have been one of four in similar painted wood decks that have termite situations where the other three missed and dry rot damage and are in need of the gotcha’s and submitted bids. repair. It is easy (and perhaps intuitive) With that backdrop, let’s get down to to say, ”Let’s call three reconstruction basics and walk through a checklist of partners to give us bids to fix the decks. questions you need to ask before inviting There are only 20 decks and it is only a your business partners to help you:

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• Do you have a biddable job?

• Are lead, asbestos, mold, or other hazardous materials present?

Lead is most commonly found in older paint and in plumbing systems; asbestos is found in roofing and siding materials, insulation, drywall and drywall mud, ducting, flooring, adhesives, ‘popcorn’ ceilings, among other sources. If you suspect any of these bad actors, call a testing lab. If the home was built in the 1980’s or earlier and you are going to be disturbing any of the above systems, definitely call a testing lab.

• Is a permit required? For new construction, you will almost always need a permit.

Reconstruction projects will depend upon the extent and nature of repair. If in doubt, take some pictures and outline what repair work you need to do and go to your local Building Department. They will be happy to provide guidance. You might also ask a reconstruction partner to have a look at the job and do the legwork for you. We are always happy to help out.

• Is engineering required? The Building Department will answer that question for you.

Engineering might not be required but other drawings may be. Your friendly Architect/ Engineer can provide these for you. They will also likely lead the permitting process with the Building Department to the point of having a permit ready to be pulled.

Now that you have a biddable job, time to put your request for proposals (RFP) together. It should include a clear scope of work, material and systems specifications, pricing format, and a due date for the proposal.

MAINTENANCE & RECONSTRUCTION • Do I have a clear scope of work? Be able say exactly and explicitly what you need done.

• If approved drawings are available, they should be the basis of the bids.

Make sure that the entire set of drawings is included in your RFP. • If drawings are not available, clearly describe what is to be done. ‘Replace damaged wood in the community’ is not sufficient.

An appropriate scope might be ‘Demolish damaged wood in accordance with the attached community matrix; supply and install new like sized #2 Douglas fir, pre-primed all six sides, caulk joints, and paint to match existing colors. Clean site and remove debris.’

• Again, allow your business partners to make value enhancing suggestions.

• Have I asked for the price to be submitted in a way that will allow me to easily do a comparison?

• The typical commercial terms are ‘lump sum’ (or fixed price) and ‘time and materials’ (sometimes called ‘unit rates’).

There are other terms such as Not to Exceed, Guaranteed Maximum Price, Bonus/Penalty

• Always allow your business partners to make suggestions that might result in a higher quality or lower cost project for you. They know their business and can help you and your Board!

• Have I provided clear specifications? Say exactly which materials and/or systems are to be used.

• Specifications should be included for paint, wood, roofing systems, waterproofing systems, windows, doors, and virtually all components of the project.

Material suppliers can generally provide these specs which will not only specify materials to be used but also how the installation should be done.

• There may be portions of the project where the specific brand or type of material is not critical in which case it may be wise to call out a product ‘or equivalent.’

(or ‘Incentive’), all of which are less common but do have specific applications. If the scope is well defined and not likely to change, consider lump sum pricing; if the scope is not well defined or is likely to change, consider time and materials or unit rates. Another popular option is to ask for a lump sum price for the specific scope in your RFP plus unit rates for changes.

• You may need a breakdown by scope so you can select from a ‘menu’ of scopes and prices in case the project may not be

approved in total. Be sure to tell your bidders that the scope break-outs are to be ‘standalone’ otherwise you will get meaningless numbers. Sort of like getting a bid for a new four story building with the price broken down by floor and selecting only the second floor. Might need a roof and a foundation with that!

• Have I established a realistic due date for the bids? The first thing that intuitively comes to mind here is allowing the bidders enough time to respond but that is really the last question that should be asked.

• When does the project need to start to meet the Board’s objectives?

Weather, seasonal populations, cash flow, and a host of other factors can determine timing.

• Once bids are received, how long will it take to select a bidder and get him lined up to start? This will vary by project but a large, complex job with multiple bidders who will be giving presentations could easily take a month or more from receipt of bids to contract signature. Smaller, simple projects might be closer to a week or two.

• How much time will the bidders need to prepare their bids?

Again, this will vary by project but I would suggest a minimum of two weeks and it may be as much as a month or more for larger jobs that involve complex specifications and job walks.

• You have now ‘backed into’ a realistic bid due date that allows for a thorough and efficient contractor selection process.

CONTINUED

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Quorum April, 2016

MAINTENANCE

PE ARLS OF

My intent with this article has been to your community can be a very to outline what a business partner needs complex, multi-faceted process that in order to provide a meaningful bid for can take months from issuance of your project. However, this is just the tip the RFP to project start. The key of the iceberg in the overall contractor is knowing when you need help. I selection process. Without going into believe it was Yogi Berra who said, detail, some of the other questions you ”It ain’t what you don’t know, but will need to ask yourself are: what you know that ain’t so, that will • How many bidders should I have on get ya.“ All too often Managers and my bid list? You can hurt your cause Boards know that they can handle with too few and with too many! the task of selecting the right busi• How do I prequalify bidders for this ness partner then learn, tragically specif ic project and too late, scope?

Not all that it ain’t so. If SELECTING A BUSINESS bidders are made in doubt, ask for alike. They each help!

PARTNER TO PROVIDE have their strong If this basic SERVICES TO YOUR suits and you c he c k l i s t is COMMUNITY CAN BE A want those with fol lowed, we st reng t h s t hat business partVERY COMPLEX, MULTImatch your project. ners are going FACETED PROCESS THAT • Should the bidders to be able to do CAN TAKE MONTHS FROM make formal prea much better sentations of their ISSUANCE OF THE RFP TO job of helping proposal? Highly you. The overall PROJECT START recommended on process f rom the big ticket, longer a Manager or scheduled projects as you will want Board perspective, however, can be to meet both the management and very complex and the consequences project leadership from each bidder. of making a misstep can be devas• What criteria will I use to select the tating on a community as shown in successful bidder? Price, experience, our hypothetical case. If you have project team, shortest schedule, best questions or need help, please do execution plan, or some combination? not hesitate to contact me. Also, I • If I have multiple criteria, which is have an educational program on usually the case, how do I evaluate four the overall contractor selection bidders against six different criteria process that I am happy to present with different levels of importance in to Business Partners, Managers, a way that will give my Board the best and Community Volunteer Leaders outcome? alike.

• How and what should I condition in Dan Stites is a degreed the final bids? Bid conditioning is a and licensed critical step in the process. It is basiProfessional Engineer cally working with the one or two top with over 35 years of bidders to fine tune their best and final experience in the construction proposals to better meet your decision industry. He also holds C-39 Roofing criteria prior to making your decision. and Waterproofing and “B” General My point with these bullets, each of Building Contractor licenses and which could be the subject of another has completed graduate studies in article, is to illustrate that selecting a business at Rice University and business partner to provide services Thunderbird School of Global Management.

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WISDOM TIPS TO ENSURE A

HAPPY COMMUNITY

ASSOCIATION

EXPERIENCE 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 association experience is a happy and rewarding one.

HAVE PRODUCTIVE BOARD MEETINGS

1. Distribute reports, and bids to board members before the meeting.

2. Do your homework; study the material.

3. Prepare an agenda.

4. Follow it.

5. Follow the rules of parliamentary procedure.

6. Act professional; meetings are not social events.

7. Don't serve alcohol.

8. Don't call people names.

9. Open the meeting to other owners.

10. Invite discussion, but maintain control.

11. Finish in two hours PE ARLS OF WISDOM facebook.com/CAICV

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33

WATER WISE

Enforcing Efficiency Supports Community, Broader Water Management Objectives

By Jim Cioffi, Desert Water Agency Board President

T

he much-anticipated ‘Godzilla’ El DWA will not be able to catch every their behalf. For those who have taken Niño has not lived up to its expec- water waste violation in our community. steps to adjust irrigation schedules and tations thus far, and California’s usual But, those with a lead foot receive more modify water use, it’s frustrating to stormy months are now behind us. As the speeding tickets than those who drive drive around town and see sprinklers very real impacts of severe drought drag the limit. Homeowners associations, running in the middle of the day. We on and drought fatigue appears to be con- residents, and businesses that disregard don’t want to be the water police, but the tagious, our Board of Directors carefully the restrictions run the greatest risk of restrictions have been in effect for nine weighed our options to determine the receiving a fine. We’re deploying vehicles months and the drought is now dinner best path toward increased conservation marked with our new water efficiency table conversation. We’ve fallen short of as we continue to fall short our conservation mandate for of the state’s conservation several consecutive months, mandate. After much deliband it simply isn’t fair to ask Our agency cannot completely eration, our Board took formal our rule-abiding customers immunize our community against action in March to enhance to cut back even more if they drought fatigue, but we’ve increased have neighbors who are using enforcement of Desert Water Agency’s mandatory water use water without regard for the the likelihood that violations will restrictions. restrictions or fear of a fine. be cited, and fines will be issued in Our agenc y cannot Our customers do have a completely immunize our conservation mandate that place of repeat warning letters. community against drought they must collectively achieve fatigue, but we’ve increased during the next several the likelihood that violations will be enforcement signage, and we hope that months, and to get there, customers of all cited, and fines will be issued in place the visible increase in enforcement and shapes and sizes need to make sacrifices of repeat warning letters. We got creative DWA’s presence in the community will and contribute. But looking at the bigger and leveraged our field crews to help encourage customers to, once again, step picture, the important benefits of conwith water waste enforcement, and we it up and follow the rules. servation go beyond the need to achieve expect the streamlining to lead to an Our Board believes the majority of the state’s mandate. It is important that increase in violations, followed by an our customers are following the restric- our customers recognize the role they increase in conservation. tions, and we’ve taken this action on play in sustaining and managing our

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Quorum April, 2016

region’s groundwater supply.

Decades ago, our valley’s water managers engineered a cutting edge, impactful approach to groundwater management that has become a model for programs nationwide. We continue to do our part every day, carefully monitoring and replenishing the basin to ensure our valley will have a sustainable, high-quality water supply for generations. But, we can’t do it alone.

Our customers also play a valuable role in the careful, long-term sustainable management of our region’s water supply. Every gallon saved is another gallon invested. We would love to see our customers commit to using water efficiently throughout their lifetimes, building a strong savings for their children and grandchildren.

In the last decade, our customers have made great strides toward reducing water use. Thanks to their efforts combined with the region’s long-term, sustainable management, our local supply is in great shape despite the record-breaking five-year drought.

Our agency’s enforcement action aims to ensure that every one is doing their part. We hope to instill in our community an ongoing commitment to wise water use and collective management of a healthy groundwater basin.

For more information about DWA restrictions or to read the new conservation ordinance, please visit www.dwa. org/restrictions.

A Full Service lAw Firm

Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement Opinion Letters Contract Drafting and Negotiation Civil Litigation Assessment Recovery 73-710 Fred Waring Drive, Suite 120, Palm Desert, California 92260

For inquires contact Jeffrey French www.gbflawyers.com

| 760.346.9310

James Cioffi is the president of the Desert Water Agency Board of Directors, on which he has served since 2009. He is currently the chair of the Executive and Conservation & Public Affairs Committee. He is involved with a number of community organizations.

James is an architect who has called Palm Springs home since 1957. He and his wife Debbie have a son Anthony, who also lives in Palm Springs.

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35

FEATURE

Realtors Tackle Affordability Issues to Increase Home Ownership

By Karen Joy Tabbah, HomeSmart Professionals

A

lmost 50% of homeowners in the Coachella Valley live in a Common Interest Development, commonly known as a condo or PUD (Planned Unit Development). Since the housing crisis of almost 10 years ago, housing affordability has become a serious situation in the Coachella Valley.

In Palm Springs alone there are more than 250 Condo/PUD associations and presently only 6 are FHA Certified. Many have been certified in the past but have lost their certification, (an association must renew certification every 2 years).

Affordable housing for first time homebuyers is many times associated with FHA/VA financing, requiring a smaller down payment. Condos are often less expensive than single family homes and are an affordable way to get into homeownership. Being FHA Certified also allows Reverse Mortgages for

In Palm Springs alone there are more than 250 Condo/PUD associations and presently only 6 are FHA Certified. homeowners past the age of 62, as long as the homeowner has equity, which allows seniors to stay in their home without paying mortgage payments.

Having the Certification increases the value of your association and promotes homeownership. FHA financing opens the opportunity to many to buy who cannot afford a 20% down payment which results in fewer days on the market, because there are more buyers qualified to purchase.

The Palm Springs Regional Association of Realtors is stepping up to address the affordability crisis by offering free of charge, education classes to Condo and PUD associations' Board of Directors at their offices at 4045 East Ramon Road every last Tuesday of the month from 11-2. Lunch is provided. The first meeting is scheduled for May 31, 2016. They will assist the attendees with the task of collecting the necessary paperwork and submitting the complete package to HUD for certification. The process can be as fast as 2 months if all the documents are available. There are many steps to take and this will all be explained at each meeting, along with forms and lists to accomplish before the next monthly meeting.

Please call Karen Joy at (760) 320-6885 to reserve a place for your Association.

Seating is limited.

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Quorum April, 2016

CONTENTS

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GREEN BRYANT & FRENCH, LLP...................................... 35 GURALNICK & GILLILAND, LLP........................................ 12 LAW OFFICE OF PEGGY REDMON...................................... 2 PETERS & FREEDMAN, LLP............................................. 37

BANKING MUTUAL OF OMAHA BANK.............................................. 37

CONSTRUCTION CBCI CONSTRUCTION...................................................... 22

ELECTRIC & WATER

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INSURANCE TIMOTHY CLINE INSURANCE AGENCY, INC....................... 2

LANDSCAPING BLUE SKY LANDSCCAPE................................................... 2 CONSERVE LANDCARE.................................................... 38 SUNSHINE LANDSCAPE................................................... 12 WATERRITE - VINTAGE ASSOCIATES, INC....................... 22

PAVING FARLEY PAVERS................................................................ 3

PEST CONTROL POWERFUL PEST MANAGEMENT.................................... 39

POOL DECK RESURFACING CTI OF THE DESERT......................................................... 39

POOL WATER PURIFICATION PURIFIED POOL WATER..................................................... 3

ROOFING WESTERN PACIFIC ROOFING........................................... 38

SECURITY ALLIED BARTON.............................................................. 35 AMS SECURITY................................................................ 39 SECURITAS...................................................................... 22

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As a full service law firm, our services include: • Board Education & Fiduciary Compliance • Governing Document Interpretation • ADR & IDR • CC&R Restatement & Amendments • Assessment Recovery • Writs & Appeals • Litigation – Enforcement & Defense • Construction Defect / Reconstruction • Contract Negotiation San Diego Area: 760.436.3441 Coachella Valley: 760.773.4463 Orange County: 949.390.2977 www.hoalaw.com

mail@hoalaw.com

Please contact us for a free consultation on how we can help your association!

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41-905 Boardwalk, A-2 Palm Desert, CA 92211

CAI-CV UPCOMING EVENTS

GREEN IS FOR LOCAL EVENTS

(for all members)

WHEN: Friday, April 22, 2016, 6:30 a.m.

WHERE: The Springs Country Club, Rancho Mirage

SIGN UP AT WWW.CAI-CV.ORG APRIL Manager on the Run (MOTR) (for managers) WHEN: Friday, April 1, 2016 WHERE: Flood Response, Thousand Palms

Lunch Program & Mini Trade Show (for all members)

Essentials - Board Leadership Development Workshop (for Board Members) WHEN:

WHERE:

Friday, April 15, 2016, 8:15 a.m. to 5:00 p.m.

Palm Valley Country Club, Palm Desert

(for all members)

MAY CAI National Conference (for all members)

WHEN: Wednesday – Saturday, May 4–7 WHERE: Orlando, Florida

2016 LEGISLATIVE DAY AT THE CAPITOL

WHEN: Friday, April 8, 2016, 11:15 a.m.

WHERE: Palm Valley Country Club, Palm Desert

CAI-CV's Spring Golf Tournament

WHEN: Sunday, April 17 & Monday, April 18, 2016 WHERE: Hyatt Regency Sacramento

Signup at www.CAICLAC.COM

Educational Lunch Program & Mini Trade Show (for all members)

WHEN: Friday, May 13, 2016, 11:15 a.m.

Registration WHERE: Palm Valley Country Club, Palm Desert

2 016 A NN UA L C A I - C V GOLF TOURNAMENT BACK AT THE SPRINGS BY POPUL AR DEMAND, FRIDAY, APRIL 22, 2016

THE SPRINGS COUNTRY CLUB’S CHAMPIONSHIP GOLF COURSE IN R ANCHO MIR AGE

INDIVIDUALS $150 FOURSOMES $600 LUNCH ONLY $35

REGISTRATION & BREAKFAST: 6:30 A.M. SHOTGUN START: 7:45 A.M. LUNCHEON, AWARDS, LIVE AUCTION & PRIZES: 1:00 P.M. - 3:30 P.M.

FOR ALL CAI-CV MEMBERS – FIRST TIME GOLFERS WELCOME GOLF, CONTINENTAL BREAKFAST, LUNCH, DOOR PRIZES, LIVE AUCTION, GRAND PRIZE GIVEAWAY FO U R SO M E S LI M ITE D, FI R S T- CO M E , FI R S T-SE RVE D

RESERVATIONS

SIGNUP ONLINE AT CAI - CV.ORG, CALL 760 -341- 0559 OR EMAIL ADMIN@CAI - CV.ORG