SEPTEMBER 2017
Coachella Valley Community Associations Institute Magazine
THE "SEASON" IN THE DESERT 18 Managing a Seasonal Community 24 No Owners, More Problems: Addressing Enforcement and Collection Issues with Absentee Owners 28 Snowbirds--What Are Their Demographics, and Why Do They Come to the Coachella Valley? 30 Why Do Snowbirds Turn into Fulltime Residents?
energize educate elevate CAI-CV will energize our members to seek CAI education to elevate themselves & the CID industry.
For information about Quorum Cover Story Advertising, contact the CAI-CV office at (760) 341-0559.
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3
2017 BOARD OF DIRECTORS COACHELLA VALLEY CHAPTER
42-240 Green Way #B •Palm Desert, CA 92211
Your Local Go-To HOA Contractor
PHYLLIS HARKINS, CMCA, AMS, CCAM-LS, CAMEX PRESIDENT The Management Trust – Palm Desert
HOA SERVICES
GEN WANGLER, ESQ., CCAL PRESIDENT ELECT Fiore Racobs & Powers A PLC
• Wood
• Pool Deck Coatings • Fence
• Carport
• Concrete
• Club/Guard House
• Drywall & More!!!
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24hr Emergency Service Mold Remediation
GERARD GONZALES PAST PRESIDENT Albert Management, Inc.
Fire & Water Restoration Slab Leak Repairs
www.VantagePointConstruction.com Phone: (760) 340-5157 • Fax: (760) 340-2576 • License # 473996
CAI-CV
EDUCATED BUSINESS PARTNER
JOLEN ZEROSKI, CMCA TREASURER Union Bank
JOHN WALTERS-CLARK SECRETARY Associa Desert Resort Management CARDINAL AMBROSE, CCAM, CMCA, AMS DIRECTOR Albert Management, Inc. TAD BLACK DIRECTOR Associa OnCall RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management MATT LAWTON, CIRMS DIRECTOR Prendiville Insurance Agency LOUISE STETTLER DIRECTOR Palm Valley Country Club HOA MIKE TRAIDMAN DIRECTOR Mira Vista HOA
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
A Full Service lAw Firm
Providing Practical Approaches in:
CAL LOCKETT Executive Director clockett@cai-cv.org
ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION
CC&R Interpretation, Drafting and Enforcement
admin@cai-cv.org
Opinion Letters Contract Drafting and Negotiation Civil Litigation Assessment Recovery 73-710 Fred Waring Drive, Suite 120, Palm Desert, California 92260
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Quorum September, 2017
For inquires contact Jeffrey French www.gbflawyers.com
| 760.346.9310
The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services. The Coachella Valley Chapter has not verified and/ or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.
CONTENTS
10 As part of CAI-CV's 2017 Sponsorship and Advertising Plan, the Quorum Committee offered CAI-CV Business Partners an advertising package that included the cover of Quorum, a feature article about the company and a half-page ad. Quorum cover sponsorship packages are still available. Please contact the CAI-CV office at 760.341.0559 for more information.
FEATURES
10
G4S On the Cover By Erin Fujioka
16
CAI-CV 2017 Election of Board of Directors Rhonda Drews, PCAM Dea Franck, Esq. Matthew Lawton, CIRMS, CIC Jolen Zeroski, CMCA
18
16
Managing a Seasonal Community By Clint Atherton, PCAM
24
No Owners, More Problems: Addressing Enforcement and Collection Issues with Absentee Owners
By Dyanne L. Peters, Esq.
28
Snowbirds—What Are Their Demographics, and Why Do They Come to the Coachella Valley?
By Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx
30
Why Do Snowbirds Turn into Full-time Residents?
By Karen Joy Tabbbah, Real Estate Broker, Notary
reminedrs
memb ance
mainten und yea r-ro is
18 24
28 CAI-CV.org
30
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twitter.com/CAI_CV
5
QUORUM COMMITTEE MEMBERS
choose the right loan
for your next project.
CAI-CV
EDUCATED BUSINESS PARTNER
take that to the bank
CAI-CV
EDUCATED BUSINESS PARTNER
DEA FRANCK, ESQ. CHAIR Epsten Grinnell & Howell, APC RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc.
PHYLLIS HARKINS, CMCA, AMS, CCAM-LS, CAMEX BOARD LIAISON The Management Trust - Palm Desert
Brendan Concannon Regional Account Executive 619-261-6643 Toll Free 866-800-4656, ext. 7480 brendan.concannon@ mutualofomahabank.com
CAI-CV
EDUCATED BUSINESS PARTNER
JENNIFER JAMES, ESQ. Law Office of Jennifer James
MARNE LOGAN, CCAM The Management Trust - Palm Desert JAY POWELL Ben's Asphalt CAI-CV
mutualofomahabank.com AFN45863_0117
Member FDIC Equal Housing Lender EQUAL HOUSING
LENDER
EDUCATED BUSINESS PARTNER
SUSAN BROWNE ROSENBERG Desert Cities Indoor Air, LLC
STEVEN SHUEY, PCAM Personalized Property Management Co.
CAI-CV
EDUCATED BUSINESS PARTNER
DAN STITES CBCI Construction, Inc.
CREATIVE DIRECTOR & GRAPHIC DESIGNER
CAI-CV
EDUCATED BUSINESS PARTNER
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 Quorum are subject to editing and rewriting by the Quorum Committee.
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Quorum September, 2017
CONTENTS CHAPTER NEWS
9 12 26 37
CAI-CV Chapter New & Renewing Members CAI-CV Announces Historic Move CAI-CV’s Board of Directors Launches THREE New Committees for 2018 CAI-CV Educated Business Partners
12 13
CHAPTER EVENTS
13
SAVE THE DATE CAI-CV Awards & Monte Carlo Night Putting on the Glitz
3 C
Friday, January 26th, 2018 Agua Caliente Spa Resort Casino
20
Day at the Races
27
SAVE THE DATE CAI-CV’s Annual Oktoberfest Celebration
Friday, August 18, 2017
26
1
OACHELLA I C VA
20
Upcoming Chapter Events
CA
EY
40
7
LL
Friday, October 27th Sunshine Landscape, Thousand Palms
DEPARTMENTS
23
CAI National Has Changed the Name for Community Board Members
7 AY
01
D
I
President’s Message Have You Heard?
FR
8 15
OC
TOBER 27
, 2
20
27
23
About CLAC
Action Changes Things
35
By Steven Shuey, PCAM, CCAM
32
34
Building Community Spirit Is Your Association Grumpy? Dysfunctional?
Welcome Aboard
34
Fabiana Spinelli
35
Greg Gamboa, CCAM
32 36
Word Search Water Wise
Michael Capps, CCAM By Marne Logan, CCAM By Jay Powell
35
32
By Cal Lockett
34
34
36
CAI-CV
EDUCATED BUSINESS PARTNER
37
By Marne Logan, CCAM
CVWD Budgets and Rates Detailed By Coachella Valley Water District CAI-CV.org
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FROM THE CHAPTER
President’s Message Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx The Management Trust – Palm Desert CAI-CV Chapter President
After more than 25 years in the same location, the CAI-CV Chapter is moving to a new Chapter office in the University Commerce Center, 75410 Gerald Ford, Suite 102, Palm Desert. We are excited about the move to a professional office space that has a classroom. Hosting our own classes will raise CAI-CV’s mission of education to a new level. We hope that the move is completed in October or early November. If you would like to help with the buildout work, please contact the Chapter office. We are grateful to all the business partners who have offered to help so far. Please see the photos and more information on pages 12 and 13 in this issue of Quorum. I want to take a minute to thank the CLAC Legislative Support Committee (LSC) for their diligent work to raise funds for CLAC this year. We have exceeded all the other California chapters by sending CLAC nearly all they asked for in 2017. Each year, the California chapters fund CLAC’s activities in Sacramento. The funds come from events and the Buck-A-Door campaign. The latest fundraiser for CLAC was the August 18 Day at the Races (see pages 20-21) and it was a huge success with more than 130 CAI-CV members attending. Great work LSC team! Although my Dad did not deliver (see last month’s President’s Message), I had a great time with the attendees. Managers, be sure to register for the October 6th Manager on the Run (MOTR) program. I hear the Education Committee has planned a special humorous skit to help managers learn what to do and what NOT to do at board meetings. They haven’t asked me to participate—probably a smart move. This MOTR will be held at Sunshine Landscape at 8:30 a.m. Our October Educational Lunch Program & Mini Trade Show will be held on Friday, October 13, at Palm Valley Country Club in Palm Desert. We have booked a panel of esteemed CID professionals for this exciting program that will reveal risky decisions made by boards and managers that ended up in litigation. Don’t miss this program. CAI’s Statewide Legal Forum will take place on Friday, October 20, 2017, at the Sheraton Universal City; California is unique in that it is the only state that gathers all state chapters to host a single event. On October 19th, the
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Quorum September, 2017
energize educate elevate
CA CID Law Course will be offered, and that evening, the California chapters will host the Annual CLAC Fundraising Dinner. All of these events will take place at the Sheraton Universal in Universal City. Our annual Chapter Oktoberfest celebration occurs on Friday, October 27, 2017, at Sunshine Landscape. New this year, there will be a Chili Cookoff where fifteen CAI-CV members are competing for the “Valley’s Best Chili” title. Come enjoy great beer, bratwurst, music and friends – and, of course, a variety of homemade chili. Mark your calendars for our November Legislative Update on Friday, November 17th, at Sun City Palm Desert, and for those of you interested in taking the Case Study required for a PCAM designation, CAI has information about the course to be held in Orange County on November 30-December 1, online at www.caionline.org. As John Walters-Clark, corporate Secretary, and I signed the new lease recently, there was just a little trepidation in our signatures. This is a huge move for our Chapter and one that both John and I, along with Gen Wangler, our President-Elect and the Board, are excited about; we are anxious to move into our new Chapter home. We hope you are excited too. See you at the Ribbon Cutting Ceremony, which will be announced as we get closer to the move-in date. See you next month,
Phyllis Harkins
Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx General Manager, Portola Country Club The Management Trust - Palm Desert
C AI-C V MISSION STATE ME NT The mission of CAI-CV is to provide leadership for successful development and operation of community associations through information, research and education.
FROM THE CHAPTER
CAI-CV Chapter New & Renewing Members RENEWING BUSINESS PARTNERS AUTOMATION PRIDE Dana Pride (760) 423-6567 danapride@automationpride.com
RENEWING MANAGER MEMBERSHIPS ALBERT MANAGEMENT INC. David Carter (760) 799-9830 davidcarter67@yahoo.com
ROOF ASSET MANAGEMENT, INC. Rob Winkle (760) 333-9900 rob@ramroof.com
ASSOCIA DESERT RESORT MANAGEMENT Renee Gumbel (708) 774-7195 rgumbel@drminternet.com
RUDY'S TERMITE AND PEST CONTROL, INC. Rudy Garza (760) 775-7216 jodi@rudyspest.com
Vanessa Landrum (760) 346-1161 vlandrum@drminternet.com
WICR INC., WATERPROOFING AND DECKING Fred Wanke (888) 388-9427 Fred@wicr.net
Keith Lavery (760) 346-1161 klavery@drminternet.com Nancy Parkinson (760) 346-1161 nparkinson@drminternet.com
V3 INSURANCE PARTNERS Nicole Winkler (913) 294-7016 nicole.winkler@v3ins.com
Carolyn Quintana (760) 775-5858 cquintana@drminternet.com
ADT SECURITY Janett McMillan (954) 683-9906 Ext. 1907 janettmcmillan@adt.com\
INDIAN RIDGE HOMEOWNERS ASSOCIATION Mitzi Mills (760) 772-7234 mitzimills@cox.net
BPR, INC. Thomas Edelson (855) 804-7336 thomas@bpr1.com
OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATION Jennifer Miranda (760) 328-3834 Ext. 300 jmiranda@orps.com
QUALITY STREET SERVICE, INC. Alicia Powell (909) 373-6914 apowell@qualitystreetservice.com SONNENBERG & COMPANY, CPAS Leonard Sonnenberg (858) 457-5252 lens@sonnenbergcpas.com NEW MANAGER MEMBERSHIPS Maria Fierro (760) 340-5501 mfierro@deserthorizonscc.com SUN CITY SHADOW HILLS Tyler Ingle (760) 346-4349 tyler.ingle@associa.us
RENEWING MULTI-CHAPTER MANAGEMENT COMPANY MEMBERSHIP PRIME ASSOCIATION SERVICES Shelie Xanthos (800) 706-7838 sheliexanthos@theprimeas.com RENEWING NATIONAL CORPORATE MEMBERSHIPS MCGOWAN PROGRAM ADMINISTRATORS Joel Meskin (440) 333-6300 Ext. 2240 jmeskin@mcgowanprograms.com
RENEWING MULTI-CHAPTER BUSINESS PARTNERS 1 STOP POOL PROS, INC. Rachel Noesser (800) 880-6919 Ext. 210 Rachel@1StopPoolPros.com
PAINTING UNLIMITED, INC. Jackie Fromdahl (714) 380-9796 jackie@paintingunlimited-inc.com
WHITESTAR MANAGEMENT Irene Davis (760) 773-0123 Ext. 105 irene@whitestarmgmt.com
RENEWING VOLUNTEER LEADER Michael Traidman
Nena Rutherford-Milward (760) 777-8807 nrutherford@drminternet.com
PALM SPRINGS MANAGEMENT GROUP Philip Allen (760) 325-9503 phil@palmspringsmgmt.com PERSONALIZED PROPERTY MANAGEMENT CO. Debbie Boss (760) 345-2331 dboss@ppminternet.com POWERSTONE PROPERTY MANAGEMENT Lisa Glogow (760) 469-4315 lglogow@powerstonepm.com Holly Smith (949) 535-4519 hsmith@powerstonepm.com THE RESERVE COMMUNITY ASSOCIATION Julie Reese (760) 674-2242 jreese@thereserveca.co TRILOGY AT LA QUINTA MAINTENANCE ASSOCIATION Eric Angle (760) 802-1948 ericangle@msn.com
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COURTYARDS AT DESERT FALLS Kathy Coplen Greg Vaka JACK IVEY RANCH HOMEOWNERS ASSOCIATION Tom Kewish John Lotz Barbara Smith LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION Greg Asbra Dwayne Frechette Jacquelyn Kausman Gary McEachern Larry Saward OAK HILLS ESTATES OWNERS ASSOCIATION Deborah Davidson Diane Stuart PALM DESERT COUNTRY CLUB HOMEOWNERS ASSOCIATION Ron Crisp Kathleen O'Brien Raymond Rieger Josanne Smith Steven Waller PORTOLA COUNTRY CLUB Judy Brunett Gary Fessenden Len Hall Bob Leo Karla Lewis Marilyn Loewy Marilynn Ushman RANCHO MIRAGE RACQUET CLUB Jacqueline Harth Mike Renner
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FEATURE
G
On the Cover
4S has extensive and successful, long term experience in providing a variety of residential specific levels of security services for large scale communities. G4S currently services over 200 guard gated communities, including 55 large scale communities nationally. This includes some of the most prestigious country clubs and mixed master associations throughout the United States. Our formula of integrated security technology, coupled with high caliber patrol and gate attendant personnel, has proven to be a successful formula to our clients. Many of these clients have been with us for decades and are in a position to validate the quality of our service as not just a security vendor but a trusted advisor and partner. It is this sustained level of performance by which our reputation is well-known throughout the U.S. Our growth in the residential community environment started 40 years ago in South Florida. The State of Florida is considered the “gated community capital of the world” and has a very demanding need for proficient residential security due to the high property values state-wide. Because of these demands, G4S recognized the need to establish residential security operating procedures which would raise the bar of professionalism, customer service, effectiveness of communication, officer appearance, community specific training, management involvement and value added security services. Accepting this challenge, G4S adapted to these unique needs in the Florida residential environment and developed its residential programs to fit the needs of some of the largest communities and country club environments in the U.S. To date, G4S operates in over 75% of the large scale country clubs in Florida. As word of G4S’ capabilities channeled through the residential industry, association managers and board
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Quorum September, 2017
By Erin Fujioka
members sought the experience and dependability of a professional security operation and within a few decades, G4S would partner with over one hundred gated communities throughout the Southeastern United States. By the late 90s, G4S’ residential programs began catching on in Southern California as communities learned of our capabilities and residential focused programs. An example of one of these relationships is with the Newport Coast Master Association in Newport Beach, where G4S has been providing security officers, access control, and patrol services for over 15 years, as well as seven high profile gated communities for First Service Residential. Included in these communities is the Pelican Hill community, with home prices from $5-30 million. Since contracting with G4S, Newport Coast Master has never gone out to bid throughout the 15+ years of being partnered with our company. G4S remains the only vendor to not have its services gone out to bid during this time. Our service culture is focused on continued improvement of service. Year after year, we develop our continual expertise in the ever-changing residential security environment, meeting any challenge and expectation of clients who depend on professional security services from a proven provider. How we adapt to the evolving changes of residential communities is continually developing and updating our solutions, services and programs and provides additional value to our relationships with our clients. Erin Fujioka is the Manager of Business Development for G4S Secure Solutions, USA's Southern California Division. Erin can be reached at (619) 384-3475 or by email at erin.fujioka@usa.g4s.com.
For information about Quorum Cover Story Advertising, contact the CAI-CV office at (760) 341-0559.
FEATURE
"YEAR AFTER YEAR, WE DEVELOP OUR CONTINUAL EXPERTISE IN THE EVER-CHANGING RESIDENTIAL SECURITY ENVIRONMENT, MEETING ANY CHALLENGE AND EXPECTATION OF CLIENTS WHO DEPEND ON PROFESSIONAL SECURITY SERVICES FROM A PROVEN PROVIDER." G4S_Coachella_Valley_2015_Layout 1 11/20/2015 1:15 PM Page 1
Partnering With Our Communities G4S has been keeping residential communities safe with world-class security solutions. Whether it is single-family homes in gated communities, high-rise luxury condominiums, or mixed-use masterplanned neighborhoods, G4S understands the expectations of today’s demanding residential market. Call and learn why our people, our services, our products and our programs are best prepared to secure your world. Erin Fujioka Manager of Business Development G4S Secure Solutions (USA) Inc. 77564 Country Club Drive, Suite 108 Palm Desert, CA 92211 619.384.3475 Mobile • erin.fujioka@usa.g4s.com
Find out why upscale communities are switching to G4S every day San Diego County I Riverside County I San Bernadino County I Coachella Valley
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CAI-CV WILL BE LOCATED DOWNSTAIRS IN THE SOUTH-WEST CORNER OFFICE SUITE
A. LOBBY-CAI-CV WILL BE TO THE RIGHT B. CAI-CV ENTRANCE FROM THE LOBBY C. CAI-CV WINDOWS FACING SOUTH, FRONTING GERALD FORD DRIVE D. SOON TO BE A CONFERENCE ROOM, OFFICES AND CLASSROOM E. LOBBY AS SEEN EXITING CAI-CV'S NEW OFFICE
A.
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Quorum September, 2017
B.
C.
D.
E.
CHAPTER NEWS
CAI-CV ANNOUNCES HISTORIC MOVE
A
fter more than twenty-five years in the same office suite, CAI-CV is making a historic move to a new professional office building near the corner of Cook Street and Gerald Ford. For the past two years, CAI-CV has been looking for a new space large enough to house a classroom. “We finally found the right location,” said CAI-CV President Phyllis Harkins, “CAI-CV’s primary mission of education will be taken to a new level with this move.” The Chapter’s new address will be 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211. The new suite is twice the size of the current space and the classroom will hold 40 to 50 students. The Board has already scheduled more than twenty classes for the new classroom in 2018. The classes will include more education
for managers, business partners, and community board members. A new CAI nationally approved two-hour “Board Basic Training” course for Homeowner Leaders (NEW NAME – SEE ARTICLE ON PAGE 15) is in the development stage and will be offered free to board members throughout the Valley monthly during the season. The buildout plans are in the drawing stage for City approval and construction will begin in a few weeks. Business partners who are interested in donating time, materials or expertise to the moving project, you are needed. Please contact the CAI-CV office if you would like to help. The move is expected to take place in October or November. We will keep you informed through Quorum and E-blasts.
SAVE THE DATE Friday, January 26, 2018, 5:30 p.m. Agua Caliente Spa Resort Casino 32250 Bob Hope Drive, Rancho Mirage 13
NEW FOR COMMUNITY BOARDS STARTING OCTOBER 1, 2017
Come one, come all.
Share the community! IT’S TIME TO RENEW YOUR CAI MEMBERSHIP. DON’T MISS OUT! The best community associations have the best boards—they’re educated, knowledgeable, and prepared to lead their communities successfully. CAI membership provides your board members the best resources and education to stay informed.
Join up to 15 board members for only $250!* We now make it easier for your entire
lowest cost.
»
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board to join CAI at the
Individual Homeowner Leader—$110 Homeowner Leader Board (2 members)—$200
Homeowner Leader Board (3–15 members)—$250 (Membership fee does not include mandatory advocacy support fee and optional Foundation contribution.)
Renew your entire board and they’ll enjoy all of the benefits of CAI membership: z Access to the members-only section of the CAI website, including free resources like the CAI Board Member Toolkit and From Good to Great: Principles for Community Association Success. z Membership in your local chapter for local education and networking opportunities. z Exclusive access to the Exchange, CAI’s members-only online community where you can connect with community association colleagues from around the world to share knowledge, ask questions, and get answers. z A subscription to award-winning publications like Common Ground™ magazine, where you’ll find the latest news and information about community association issues and trends.
z Discounted member pricing for publications, events tailored for community association board member leaders, and four free webinars. z …and much more! *If you have more than 15 association board members, please call our Member Services Center for assistance at (888) 224-4321. This new program begins with renewals on or after October 1, 2017.
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*If you have more than 15 association board members, please call our Member Services Center for assistance at September, (888) 224-4321. Quorum 2017
(888) 224-4321 www.caionline.org
Call Us Today: 888-211-5332 We make every vote count!
Complete Election Administration for Community Associations With our long-standing expertise, in-house capabilities and trained staff and inspectors, we provide your association with the most efficient and cost-effective election than can be conducted by any other resource, when our services are compared in an apples-to-apples manner.
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REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS
HAVE YOU HEARD? CAI NATIONAL HAS CHANGED THE NAME FOR COMMUNITY BOARD MEMBERS CAI’s National office announced that the membership class for community board members has changed from Community Association Volunteer Leader (CAVL) to Homeowner Leader. Expect to see the new name in all CAI materials by year-end.
Inc.
Spray Polyurethane Foam Systems Roof Repairs
Tile Systems
Roof System Maintenance
Shingle & Shake Systems
Budget Reserves
Consulting
760 813 9999 w w w . R A M R O O F. c o m CAI-CV.org
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A SS O C I AT I O N S I N ST I T U T E
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ABOUT CAI CALIFORNIA
7 1 20 of V n C - tio of I CA lec ard tors E o c B ire D
P
lease welcome the following nominees for the 2017 election to the CAI-CV Board of Directors. There are four open seats with terms running from January 1, 2018 through December 31, 2020. The Nominating Committee met in mid-August to review the four nominees who filed to run for the election and determined that all were members in good standing and were eligible to run. The bylaws of CAI-CV state that when the Chapter has an equal number of nominees to the number of open seats on the board, the Chapter may forgo the election process. The following nominees will be elected to the board at the Chapter Annual Meeting, scheduled for Wednesday, October 25, 2017 at the CAI-CV office. If you have questions about the CAI-CV election or CAI-CV governance, please contact the CAI-CV office at 760-341-0559.
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Quorum September, 2017
INCUMBENT
Rhonda Drews, PCAM Senior Vice President of Operations Associa Desert Resort Management MEMBER TYPE: MANAGER Rhonda has just completed three years of service as a Director on the CAI-CV Board. She has over twenty years’ experience in the HOA industry including portfolio and onsite management. Rhonda has volunteered on numerous CAI-CV Committees, including serving as Chair of the Education Committee and Co-Chair of the Programs Committee. She was also instrumental in the development and implementation of the Manager on the Run (MOTR) education program which focuses on manager education. Most recently, Rhonda was the proud recipient of the following Chapter awards: Committee of the Year, 2015, for the Programs Committee and Committee of the Year, 2016, for the Education Committee. As a resident of the Coachella Valley for 30 years, Rhonda believes in giving back to the community. She has focused her philanthropic efforts as an active member of the Desert Cities Coachella Valley Soroptimist Club. Rhonda served as the Club’s President from 2014 – 2016. Community management is a passion for Rhonda. She is running for a seat on the Board of Directors of CAI-CV because she believes in enhancing the professionalism of our industry. She is looking forward to working on behalf of the membership of the Chapter and is in support of membership growth, facilitating educational opportunities for Managers and improving the value of business partners’ financial investment in the Chapter.
ABOUT CAI CALIFORNIA
INCUMBENT
INCUMBENT
Dea Franck, Esq.
Matthew Lawton, CIRMS, CIC
Jolen Zeroski, CMCA
Community Association Counsel Epsten Grinnell & Howell
Insurance Agent Prendiville Insurance Agency
Senior Regional Account Executive Union Bank HOA Services
MEMBER TYPE: BUSINESS PARTNER
MEMBER TYPE: BUSINESS PARTNER
MEMBER TYPE: BUSINESS PARTNER
Dea has been a participating member of CAI-Coachella Valley since joining Epsten Grinnell & Howell, APC, in 2013. She currently serves as Chair of Quorum magazine and has been a committee member of both the Quorum Committee and the Golf Committee for the past two years. Dea earned her Juris Doctor summa cum laude from Thomas Jefferson School of Law in 2011 where she graduated as class valedictorian. Her activities in addition to academics included standing as Editor-in-Chief of the Jefferson Law review, as well as serving a clerkship for the National Labor Relations Board Division of Judges in San Francisco and a judicial extern to two judges in the United States District Court, Southern District of California. Prior to joining Epsten Grinnell & Howell, Dea gained experience as a post-bar judicial law clerk in the Intermediate Court of Appeals for the State of Hawaii. Dea works in the Epsten Grinnell & Howell’s Indian Wells office as Community Association Counsel, focusing on transactional issues such as governing document interpretation, rule drafting, contract review and governing document enforcement. Dea also serves as a Director and Committee Chair for Animal Samaritans, a Coachella Valley nonprofit charity.
Matthew Lawton is a long-time CAI member and current board member just completing three years of service as a Director. Matt has served on nearly all of CAI-CV’s Committees and is the recipient of several CAI awards including Business Partner of the Year, Committee Chair of the Year, Member of the Year and Author of the Year. As an HOA insurance expert, Matt has written numerous articles for HOA-related publications including Quorum magazine. Matt has worked in the insurance industry for over 15 years and specializes in homeowner association insurance. Prendiville is the third largest Farmers Insurance Agency in the country. Not only has Matt earned the “Community Insurance and Risk Management Specialist” designation from CAI, he has also attained the “Certified Insurance Counselor” designation from the National Alliance, which required a comprehensive, five-year, commercial insurance program that covered all aspects of property and liability issues. He is the only insurance agent in California to have earned both insurance designations. Matt also serves as the President and Director of the Palm Court HOA in Rancho Mirage.
Jolen Zeroski has her CMCA designation from CAI and has just completed three years of service as a Director on the CAI-CV Board. She currently serves as the Chapter’s Treasurer and on the Executive Committee, a position she has held for the past two years, and she serves as Chair of the Chapter’s Membership Committee. Jolen has been actively involved with other CAI chapters in Southern California for many years. She has served on CAI-Orange Count y’s Membership Committee, Community Outreach Committee, and Finance Committee and served as Chair of their Mini Tradeshow Committee. For the Greater Los Angeles Chapter, she served on the Membership Committee, chaired the Finance Committee, co-chaired their Wine Night Committee and served six years on the Board of Directors with four years as Treasurer. Jolen has also served on the Membership Committee of the San Diego Chapter. Jolen has also served as a volunteer on the Board of Directors of St. Phillip Benizi Catholic School and the Finance Committee of St. Phillip Benizi Catholic Church.
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17
FEATURE
Managing a Seasonal Community By Clint Atherton, PCAM
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hen Quorum asked me to write an article about managing a highly seasonal community, I was happy to share my experience. As a transplant from the coast, I knew there were some things that I would have to acclimate to, that would be different from Orange County, both personally and professionally. I came from an onsite management position where most owners were permanent residents, and the work flow was relatively steady and constant throughout the year. At Outdoor Resort, the community I manage, we have approximately 2,400 residents “in season” that drops down to under 100 during the summer. This creates an interesting dichotomy and unique challenges during the year. One such challenge is the scheduling of projects. Like most normal associations, we have a reserve study with large projects as well as smaller maintenance items that need to be completed. As the Resort begins to depopulate in May, staff has their “to do” projects already lined up and approved and begins scheduling those projects. The goal is to get all the projects completed while the owners are gone, especially the large projects. This creates a significant amount of pressure to get everything done in a limited amount of time. Complicating
com pleted by Se ptember
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things is the fact that other Valley communities and businesses have the same timelines. Everyone would like to get their items done while most of the residents are away. This can create a log jam for our vendors, resulting in scheduling and timing conflicts. In addition, the pressure is on because you can ill afford to have any surprises that delay your schedule. For example, if you are doing an extensive remodel of a clubhouse or other buildings and find structural issues that require engineering and additional plan checks from the city, your project that was anticipated to be completed by September could now be pushed in to November – a recipe for unhappy owners. The expectation in seasonal communities is that things will be in peak condition upon the return of residents. Another wrinkle when residents return can be when they come back to see new improvements they didn’t expect. This can lead to an influx of questions and concerns (and yes, even compliments) that require time to evaluate and respond. We can have more than 2,000 people returning in a small window of time. Managing during this time requires clear communication with residents and plenty of time to answer emails and phone calls. The more residents know about your community’s summer plans before they depart the desert, the better off you will be. Another administrative issue for seasonal communities is getting committee and board business completed during the season. Most of our association’s committees meet November thru March. The initial meetings are refreshers where we discuss where the committee left off and what it would like to do for the upcoming year. The committees then continue to plan but as quick as you can say “100 degrees,” April is here and residents begin to leave. Add committee member turnover to this abbreviated schedule and you have committees that just start to gain momentum when it’s time to leave, only to have to start over again the next year. In terms of the Board, ours meets all year long and we consider this to be a best practice for seasonal communities. The off-season meetings are conducted via conference call and we do open them up for our members to call-in and even comment during an open forum. However, we try to plan these
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meetings differently. Keep in mind that most residents are not involved with board business during the “off” season. It makes it very difficult for the Board to make hard or perceived controversial decisions during summer as members feel that these types of decisions should be made when most owners are present. This results in a heavy schedule of business issues during an already busy and hectic season. Getting the timing of business decisions right is critical for seasonal communities. And, I imagine that all seasonal communities have a few residents who let their properties go without maintenance during the “off” season. In summer, things like weeds, hedges and other landscaping grows more than in season and requires more attention, not less. We have to remind a few residents that their maintenance responsibility is year-round. In conclusion, managing an association that is highly seasonal and experiences a “mass exodus” of owners for the summer can have unique challenges. Timing projects, owners’ expectations and volunteerism is critical to maintaining a harmonious community. I laugh when my friends from Orange County suggest the summers here are slow. Nothing could be further from the truth. Seasonal communities have all the same challenges as those that are year-round, with the added layer of timing everything like a fine Swiss watch. In my experience, expectations from seasonal residents can be higher than in year-round communities because they’ve been looking forward to getting back their resort for three months or more. And, those expectations are coming from 2,000 residents all at once. There is little room for error. As great as the challenges are, the rewards of managing a seasonal community are exceptional.
e e b m e m na n c
e maint a r-round is ye
volunteerism for maintaining a ha rmonious community
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Clint Atherton, CMCA, AMS, PCAM, is the General Manger of Outdoor Resort Palm Springs Owners Association. Clint can be reached at 760-328-3834, ext. 224 or by email at catherton@orps.com.
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CHAPTER EVENTS
Day at the Races Friday, August 18, 2017
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CHAPTER EVENTS
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ccording to the Del Mar Thoroughbred Club, CAI-CV’s 2017 Day at the Races was a huge success. Quorum sources tell us that the 136 CAI-CV members placing bets from the Seaside Tropical Cabana did far better than average. There were eight exciting races and the eighth race was named after CAI-CV! LSC Chair Sue Anderson and Co-Chair Gloria Kirkwood were invited to the Winner’s Circle after the race for pictures. The weather was perfect and the intense and exciting atmosphere made the event memorable. Our guest instructors Dea Franck, Esq. from Epsten Grinnell & Howell, APC and Cang Le, Esq. from Adams Stirling, PLC, both received high marks from their pupils on the buses. The “hat contest” was a thrill with two winners this year. Thanks to the CLAC LSC Committee for a great event. Thanks too to all the sponsors who made this event the “superfecta” of the year! DAY AT THE RACES TITLE SPONSOR Sunshine Landscape
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CLAC SPONSOR G4S Secure Solutions USA
SCHOLARSHIP SPONSOR Vantage Point Construction, Inc.
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ABOUT CLAC
By Steven Shuey, PCAM, CCAM
I
s it just me? Or, is something wrong in our industry? Are you annoyed that elected officials in Sacramento and Congress are making laws without calling CAI for advice? Are you tired of seeing dozens of bills introduced each year that would make our jobs even more complex? Do these proposed laws really solve a problem or make the problems worse? If you have felt any frustration about the legislative process, it’s time for you to get involved with CAI’s California Legislative Action Committee (CLAC). Our local chapter has a Legislative Support Committee (LSC) and we are looking for volunteers. Call the Chapter office at 760.341.0559 to get involved. The eight California chapters fund CLAC in Sacramento, with a lobbyist and staff to watch over our industry. CLAC opposes onerous legislation and represents our industry on legislation that could improve association life. Each year bills are introduced to change the way we do business and many would have a negative impact on our industry. Some are introduced to solve legitimate problems and inadvertently impact common interest developments (CIDs). Others are intentionally introduced to solve problems perceived by another industries or special interests. CLAC reviews these bill introductions and tracks any that impact CIDs through the legislative process. They lobby on
our behalf and try to prevent bad legislation from passing. There are times when our lobbyist and CLAC staff are not enough. That’s when CLAC calls in the “big guns,” you and me, to help. CLAC’s grassroots efforts are critically important to the sustainability of the CID industry. We need YOU to get involved and write or call your elected officials when needed. Our legislators react to the voice of their constituents. That means your voice counts - if you speak up. In today's world, we all think of sending an email or a text as the easiest way to communicate and, although that may be true, it doesn't have the impact of a letter, type-written or hand-written and sent through the US mail. Sometimes it is not exactly what you say, but rather, how many people feel the same way and make their message known. A few weeks ago, CLAC sent out a "Grassroots Request" for interested people to contact their legislators regarding two bills that would have negatively impacted our industry. Hopefully you saw that request and encouraged your legislators to vote No on SB2 and AB634. SB 2 (Atkins): This bill claims to address affordable housing in the state but financially burdens those whom it claims to help by slapping a $75 fee (and administrative costs) on several transactions associated with distressed properties and other selected real estate CAI-CV.org
transaction documents. Who ultimately pays for those fees? It's those individuals and families facing difficult financial situations such as foreclosure, property liens, etc. This piles on even more debt to those barely hanging on. This bill was not good for our homeowner associations. AB 634 (Eggman): This bill, if passed by the State Legislature, will allow solar energy companies to place solar panels on common interest roofs (condos) without regard for their impact on the community's architectural guidelines, suitability for that building or roof, the impact on other owners, or any adequate protections from property or water damage. If you haven’t been involved with these bills or another CAI grassroots effort, I hope you will participate next time. It is up to us - all of us - to let the legislators know how we feel about what they are doing. Get involved by volunteering for the local LSC Committee and send in those letters when the call to action from CLAC comes your way. Steven Shuey, PCAM, is a CLAC Delegate representing CAI-CV and serves on the National Faculty of CAI. He is a community association consultant with Personalized Property Management and can be reached at IslandMgr@aol.com.
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23
FEATURE
No Owners, More Problems: Addressing Enforcement and Collection Issues with Absentee Owners By Dyanne L. Peters, Esq.
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bsentee owners often present a unique challenge to community associations because such owners often do not participate in the community beyond collecting their monthly rent checks. These absentee owners are often disengaged and lack a sense of investment in the community. This apathy and detachment can pose problems with enforcement of the governing documents for violations involving their tenants and collection of fines. Enforcement issues typically arise when tenants cause problems and violate a community association’s governing documents. Since the association has covenanted with the owner of the property, and not with the tenant, enforcement efforts must typically be directed through the owners. For example, violation notices and notice of hearings are sent to the owner of the property, even when the violations are caused by the actions of the tenants. So, the question is: How can a community association enforce the governing documents and collections against absentee owners? First, fines are often an effective tool for enforcing compliance. The owner is the party responsible to pay the fine. The same is true with a special (or sometimes known as a “reimbursement”) assessment for costs incurred by the
association to obtain compliance. The costs and fees may include attorney’s fees or a contractor’s charge for entering and performing work which the owner (or tenant) has failed to perform. This tactic gets the owner’s attention because it ultimately impacts their wallet. Many absentee owners who rent out their units are investors whose investment in the community only extends to their monthly rental payments. Others may be struggling to pay off loans that they can no longer afford. Both of these types of absentee owners may be more motivated to take action to ensure the tenant’s compliance if financial penalties are involved. Communities that have problems with a lot of rentals may consider imposing fees, which can be directly and reasonably tied to the rental itself (such as a fee for moving furniture in and out of the elevator and/or common area hallways). The California Appellate Court has upheld fees that pertained to units used for short-term rentals in Watts v. Oak Shores Community Association. Again, this will appeal to owners’ wallets and may dissuade owners from renting out their unit on a short-term basis to renters who have little accountability and investment in the community or may cause them to use more scrutiny as to renters which are more inclined to abide by the CC&Rs and Rules.
“[A] key to effective enforcement and collections when dealing with absentee owners is to appeal to their wallets.”
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Another option available to associations to eliminate shortterm rentals is to adopt minimum lease terms. Community associations should consider a minimum lease term of at least 30 days. A minimum lease term restriction will eliminate short-term or vacation rentals. Associations who have a problem with violations from weekend rentals or vacation rentals that are advertised on websites like Airbnb, Home Away, or VRBO may consider adopting such a minimum lease term. A board of directors interested in pursuing this action must consider whether they want to make such a change more permanent, or whether they want flexibility to change the term based on the changing needs of the community. Adoption of an amendment to the community’s CC&Rs will make it more difficult to change the minimum lease term in the future, because it will require a vote of the membership. Whereas, an adoption of a minimum lease term in the association’s Rules may allow an association the discretion to change the Rule in the future. Community associations that are plagued with many rentals in the community may also consider restricting the number of rentals by imposing rental restrictions in the form of a rental ceiling. Such a rental restriction would need to be adopted as an amendment to the association’s CC&Rs. The rental ceiling can set a cap on the number or percentage of rentals permitted within the association. If a Board is considering this route, it should consider including the following provisions: a grandfather provision, a hardship provision, and a minimum ownership term. The appeal of imposing fees for short-term rentals is that this tactic appeals to absentee owners’ wallets. The rental restrictions discussed above will dissuade or prevent owners from renting out their units to tenants who have little accountability and investment in the community. The result is reduced enforcement efforts by the association against tenants of absentee owners. Often hand-in-hand with enforcement issues for absentee owners is the problem of collecting of assessments or violation/enforcement-related fines or charges. Communication with absentee owners is a crucial first step in establishing a cooperative relationship between absentee owners and the community association. Community associations can keep an open dialogue with absentee owners by obtaining and keeping current email addresses on file, having an interactive and updated website or “Dwelling Live” account, and using social media sites like Facebook or association blogs. However, we all know that even when the association keeps an open line of communication, it can still be ignored by delinquent absentee owners. If collection issues are prevalent with absentee owners within a community, the association may consider adopting a provision to the CC&Rs that provides for the assignment of rent. If enacted, such a provision will require that all owners assign rent payments to the association
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FEATURE
and allow the association the authority to directly collect these rent payments from the tenant. Another remedy that may be available to an association faced with delinquent absentee owners or a violating tenant is to suspend the privileges of the owner, which would then translate to the privileges of the tenant. Suspension of an absentee owner’s voting rights is unlikely be effective if the owner is not active in the governance of the community. However, suspension of privileges can include suspension of the resident’s use of the common area facilities, i.e., pool, gym, clubhouse, recreational facilities, etc. This method of enforcement/collection can be effective if the tenant utilizes the facilities because the tenant will appeal to the owner/landlord to remedy the situation in order to reinstate their privileges. If an association is considering suspension of a tenant’s privileges, they need to consult their current governing documents to determine whether this practice is supported, or whether the association should seek to add this policy to their Rules, collection policy, or CC&Rs. Furthermore, the association should ensure that due process procedures are followed. In sum, a key to effective enforcement and collections when dealing with absentee owners is to appeal to their wallets. Another option is to enact changes to the governing documents to empower the association to limit the number or duration of rentals and to take enforcement measures against absentee owners for tenant violations and delinquent payments. Finally, it is important that the association provide information and communicate with absentee owners. Some or all of the above suggestions may be desirable to communities that are struggling with absentee owners who are difficult to hold accountable and unresponsive. It is important for associations to understand that some of the restrictions and fees proposed herein may generate controversy within the community or pose legal obstacles. For those reasons, it is important that the association communicate and engage in discussions with its members and legal counsel before proceeding. It may be prudent for the Board to address potential changes at a board meeting with an open forum or propose the change in the community’s newsletter and request member feedback. Dyanne L. Peters, Esq. is an Associate at Peters & Freedman, L.L.P. Peters & Freedman, L.L.P. has specialized in the field of community association law for over 20 years. You can reach Dyanne at (760) 436-3441 or DyanneP@hoalaw.com. 26
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CAI-CV’s Board of Directors Launches THREE New Committees for 2018 CAI-CV depends on our member volunteers to run the Chapter’s programs and events. If you would like to volunteer for a CAI-CV Committee, please call the chapter office at 760341-0559 or look for the Committee Volunteer Form online at CAI-CV.ORG. All volunteers are welcome!
HOMEOWNER LEADER COMMITTEE The Homeowner Leader Committee will focus on expanding CAI-CV services to community board members and volunteers. With the objective of educating more boards, the committee will be responsible for developing and maintaining contact information for non-member Valley associations and their boards so that CAI-CV can invite them to our educational opportunities. They will work with the Membership Committee on outreach efforts and the Educational Committee on developing curriculum for CAI-CV’s new Board Member Basic Training that will be offered free to boards regularly during the year. They will also work to customize the Board Member Workshops (BMWs), Essentials and the Board Leadership training offered by CAI, so they will be aligned with California requirements. This new Committee will also be responsible for developing an online copywrite free newsletter content for Valley associations and for providing a liaison to help coordinate CAI-CV efforts with other community board member organizations.
PROFESSIONAL MANAGER COMMITTEE Working closely with Valley management companies, this new Committee will focus on expanding the career path of community management. They will focus on expanding the Chapter’s education for managers, encouraging managers to obtain CAI designations and developing a clear career path for community management. The Committee will work with the College of the Desert, Cal State University San Bernardino and UC Riverside to explore ways to recruit new managers by connecting CAI education to currently taught college courses. The Committee will also look for ways to grow membership and provide more services to current member managers.
COMMUNICATIONS COMMITTEE The new Communications Committee will focus on expanding the Chapter’s social media capabilities. They will also oversee the Chapter’s website and electronic directory, help develop an app for CAI-CV, and assist CAI-CV event committees with preparing annual communications plans. Most of these responsibilities have been the responsibility of the PR Committee, which will refocus on expanding CAI-CV’s visibility in the Community.
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27
FEATURE
Snowbirds—What Are Their Demographics, and Why Do They Come to the Coachella Valley? By Phyllis Harkins
D
ictionary.com defines a snowbird as “a person who vacations or moves to a warmer climate during cold weather.� The Coachella Valley is a second home to many thousands of these snowbirds during our winter season. Fulltime Coachella Valley residents bemoan the longer lines at the grocery stores, movie theaters and the lack of seats at favorite restaurants during the months of November through April. So, although there are thousands of snowbirds here every year, it is not easy to define who they are, where they come from, and why they are here. Although multiple agencies in the Valley such as the Coachella Valley Association of Governments (CVAG), Coachella Valley Economic Partnership (CVEP) and the Greater Palm Springs Visitors and Convention Bureau (GPSVCB) all acknowledge the value and importance of snowbirds to our economy, neither CVAG nor CVEP have data that confirms the true economic or social impact of snowbirds. GPSVCB authorized an independent survey in 2015 by Beresford
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Research; Beresford interviewed many residents of the Coachella Valley at events throughout the Valley and much of the information in this article resulted from that independent survey. Since many of these snowbirds are owners in our HOA communities, and many of them serve on our boards of directors, the Quorum Committee thought it might be interesting for our readers to learn more about them. According to GPSVCB, second home snowbirds are 12% of the total visitors to the Valley. According to the survey, 70% of snowbirds are couples, 40% of them are Canadian, 25% from California, 34% from other states, and 2% are international snowbirds. Forty-three percent of snowbirds are 65+ in age, 35% are 55-64, 13% are 45-54, 5% are 35-44, and 3% of them are between 18-34. With regards to income levels, 29% of snowbirds have yearly income of $160,000, 30% are $100,000-159,999, 13% are $80,000-99,999 per year, 18% are $60,000-79,999, and 11% have yearly income less than $60,000.
Eighty-one percent of snowbirds are married, with the remainder almost evenly divided between single, divorced and widowed. Fifty parent of all snowbirds are retired, 24% are still working in the management and professional careers, and the remainder are divided amongst marketing, medical, government and construction fields. Ninetythree percent of the survey respondents who own second homes are Caucasian, with the remainder divided among other ethnic groups. Fifty-six percent of snowbirds arrive in the Valley by personal vehicle, 43% by airplane, and 1% by recreational vehicle. Of those who fly, 87% of them use the Palm Springs airport. An interesting fact was the high level of satisfaction that the snowbird second home respondents provided in the survey. Ninety five of respondents were satisfied with their Valley accommodations, which translates, hopefully, to their residence in an HOA. Regarding recreational sports, 98% are satisfied with the golf and tennis in the Valley,
FEATURE
"FORTY-THREE PERCENT OF SNOWBIRDS ARE 65+ IN AGE, 35% ARE 55-64, 13% ARE 45-54, 5% ARE 35-44, AND 3% OF THEM ARE BETWEEN 18-34." again, hopefully indicating they are also happy with HOA sport activities. Ninetythree percent of them indicated they will return in future years, which, hopefully with the current economy, translates to longer term ownership in HOAs, and 98% of them are very likely to recommend our area to family, friends and associates, which translates, hopefully to satisfied owners in HOA communities in the future. Special thanks go to Kathy Strong, Editor for the Greater Palm Springs Visitor and Convention Bureau for the information provided in this article. You can view the entire survey at https:// visitgreaterpalmsprings.com/partners/ reports-and-agendas, then click on 2015 Visitor Intercept Study. Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx, is the general manager of Portola Country Club HOA, which is professionally managed by The Management Trust. She can be reached at 760.346.5481 or phyllis.harkins@managementtrust.com. CAI-CV.org
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29
FEATURE
Why Do Snowbirds Turn into Full-time Residents? By Karen Joy Tabbah Real Estate Broker
H
ave you noticed that the real estate market in the Valley is beginning to move again? You can’t drive anywhere in the Valley without seeing signs for new housing. Nearly all those new neighborhoods are governed by homeowners associations (HOAs). Realtors spend a lot of time trying to figure out just who these potential buyers are, but association managers and management companies may also want to know because these buyers create value in your neighborhoods and are likely to become active members of your communities. The largest group of new residents in the Valley are snowbirds and other part-time residents who decide to make the Valley their full-time home. Being familiar with the desert plays an important role in their decision to move here full-time but there are other factors. For many snowbirds, the decision includes wanting to be close to friends, health issues and proximity to excellent medical facilities, and financial considerations. Part-timers moving to full-time status is unique to the Valley and other resort communities. While this phenomenon may be commonplace to us, there are things you will want to know about these buyers. Snowbirds are sophisticated buyers. We are seeing more buyers ask questions about the health of a communitys association. These buyers want to know about the finances
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of the association, what percentage their reserve is funded, and whether there will be any special assessments. Many in this group of buyers are looking for condos and are asking if the community is FHA certified. The ability to purchase with a reverse mortgage is attractive to buyers 62 and older and FHA certification is required. They also want to know what amenities the community offers and the assessments required. They compare! I’ve seen very detailed analyses of communities. Making sure your association has these answers readily available will make your neighborhood more attractive to these buyers. Buyers also want to know what expenses they will be responsible for related to maintenance. Consider creating a matrix for homeowners showing both what the HOA is responsible for and the owner’s responsibilities. Be sure to distribute the matrix to homeowners so they can give it to their Realtor, or better yet, put it all on the association website. Next time you receive a call from your friendly Realtor with an association question, please take a deep breath and remember that their client is bringing value to your association and may be your homeowner/client someday soon. "Karen Joy" Tabbah is a Real Estate Broker, Notary and Manager of Palm Springs HomeSmart Professionals. Karen Joy is a Director on the Board of the Palm Springs Regional Association of Realtors (PSRAR) and a Director of California Association of Realtors, very active with the Common Interest Development committee at C.A.R. Karen Joy is also an active member of CAI-CV's CLAC Legislative Action Committee. Her office is located at 431 So. Palm Canyon Dr., Palm Springs, Calif. 92262 and she can be reached by phone at 760-799-1405 or email at karenjoy@karenjoyproperties.com. Her website is www.karenjoyproperties.com.
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Stay connected with us! (760) 398-2651 www.cvwd.org
Repairs • Re-roofing Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com
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31
BUILDING COMMUNITY SPIRIT
I
Is Your Association Grumpy? Dysfunctional? By Cal Lockett
f your community has a negative vibe, consider this simple process to turn things around. CAI National’s Foundation for Community Association Research tells us that based on their studies, one of the easiest, fastest and most successful ways for a community to build harmony and community spirit is to adopt a local charity and persuade neighborhood residents to volunteer to help them. Community spirit happens when residents have pride in their community. Residents who pull together to help a local charity can certainly feel pride about their efforts. Yes, t-shirts and fundraising parties help! The Coachella Valley has many charities to choose from, anything from food banks, zoos to animal shelters. They all need our help. Did you know that most people who don’t volunteer say it is because they were never asked? Really? Could it be that simple? Just ask -- and the volunteers will show up? The answer is YES!
Here are some suggested steps for your community to consider! • ADD “BUILDING COMMUNITY SPIRIT” TO YOUR NEXT BOARD AGENDA – Put “Building Community Spirit” on the agenda for your next board meeting. • SEND OUT A NOTICE WITH THE AGENDA – Dear Residents, to help build community spirit, the board of directors is seeking ideas from
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residents for a local charity to adopt for a year. The idea is to provide neighborhood volunteers to this charity throughout the year. Please bring your ideas to our next board meeting. No association funds will be spent for the charity. • HOLD THE MEETING – At the meeting, appoint one board member to serve as the community spirit chair. – Have a short form on hand for residents to fill out with their charity’s contact information. – Then, let each neighbor give a oneminute speech telling the board why their charity should be chosen. – Ask for volunteers to help the chair with this effort. Anyone with a charity recommendation will likely volunteer. Take them all! They will be your first volunteers for the charity. – Inform the neighbors that the new volunteer committee and the board will choose one charity and inform the neighborhood within a week. Set a meeting for the volunteer committee. Make sure you don’t have a quorum of board members on the committee so you don’t inadvertently have an illegal meeting.
Oct. 20, 2017 | Universal City, CA
CAI
Legal
Forum CALIFORNIA COMMUNITIES
A one-day event for California community managers, association board members and other homeowners from Community Associations Institute—the leader in HOA education, advocacy and professional development. Critical updates on important legal requirements that impact how you work. Essential information on key legal developments that impact where you live. For event details and registration, visit www.caionline.org/events/CALaw or call CAI Member Services at (888) 224-4321 (M–F, 9 a.m.–6 p.m. ET).
• HOLD A VOLUNTEER MEETING – At the volunteer meeting split up the charity contact forms equally among the committee members. – Eliminate any charities that don’t have universal appeal. For example, a charity for a private school’s dance booster club might not be of interest to families attending a public school. Consider charities that provide services to less fortunate families, food banks, or charities that help pets find homes. – After eliminating those that don’t fit well, drop the remaining contact forms into a hat and have one of the volunteers choose the charity. • COMMUNICATE – Announce the choice for “this year’s” charity to the neighborhood and let them know to contact the committee chair if they want to volunteer. You can set up a free email online for the committee to use. – Contact the charity and set up a meeting with the volunteer committee to determine a yearlong plan of volunteerism. Inform neighbors how to get involved and how to inform the committee chair of their volunteerism. Give them the details – website, dates of major events. Plan a neighborhood fundraising effort.
– Get a tasteful sign for the front of the community that says something like, “THE APPRICOT HOA IS A PROUD SPONSOR OF HOPE ANIMAL CLINIC.” – Go online and order t-shirts that say “I HAVE COMMUNITY SPIRIT! APPRICOT HOA SUPPORTS HOPE ANIMAL CLINIC.” • COMMUNICATE SOME MORE – All done? Sorry, no. Every successful effort requires communication. Communicate, communicate, communicate. Tell the neighborhood everything that the volunteers do for that charity. Put pictures on your website. Keep asking for volunteers! Make it a practice to turn complainers into volunteers. You will be surprised with the outcome! Tell us your community spirit stories and we’ll print them in Quorum! Cal Lockett is the Executive Director for CAI-CV. He is the former Executive Director of the Association of Corporate Contributions Professionals, a trade organization that represents corporate foundations that contribute more than $7 billion to charities annually. Cal is also former Executive Director of the fifteen WellPoint/ Anthem Blue Cross Blue Shield Foundations.
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WELCOME ABOARD
Welcome Aboard
Michael Capps CCAM By Marne Logan A true southern gentlemen, Michael epitomizes charm. He grew up in North Carolina. With a BA in Social Sciences from West Carolina University, Michael began his working career with American Express for many years, offering customer services to thousands of American Express clients. After getting a taste of concierge customer service experiences at American Express, Michael decided to expand his career path into hospitality as a concierge go-to-guy for a large hotel. Through a friend of his, he observed association management services offered to high-rise apartment owners and fell in love with the dynamics. He quickly obtained his Florida license for high-rise management and sought out and won his high-rise dream job. For ten years he built a framework of service based on relationships and trust. Then life threw him a slight curve ball—Lola, the reason for his move to the Coachella Valley. One day while Michael was at work, he received an email from a friend asking if he knew of anyone who would take in a young dog named Lola. She needed a home and soon. Michael met Lola and that was it, they were meant for each other. So, you might ask what brought him to the Valley? A pup in a high-rise setting. Michael knew right away that a high-rise wasn’t ideal for himself and Lola. He had already bought a small home here in the Valley, so it was the logical choice. His experience landed him at The Management Trust in 2016. He identified with the TEAM there and the rest is history. Michael is looking forward to a chance to serve on a committee and becoming more involved in the CAI community. Marne Logan, CCAM®, is a community association manager for The Management Trust. She can be reached at (760) 776-5100 x6332 or by email at marne.logan@managementtrust.com. 34
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Welcome Aboard
Fabiana Spinelli By Jay Powell Fabiana Spinelli a portfolio manager with Albert Management. She is originally from Buenos Aries and grew up in Glendale and West Covina. She attended Bishop Amat High School and Mt. Sac College. She worked as an administrative assistant at Mattel Toys in El Segundo for six years before moving to the desert in 2010. Her first experience in HOA management was in administration for Sun City Palm Desert and the Four Seasons at Beaumont. She soon began portfolio management. Fabiana credits Lori Albert, CEO of Albert Management, for helping with her career. She just passed her M-100 course and is currently studying for the certification exam to gain her CMCA. Fabiana said she receives a lot of support and encouragement from her colleagues at Albert that have helped her choose association management as a career. She especially thanks Jan Baker for helping her to become confident and competent as she deals with the day-today challenges as a portfolio manager. Fabiana became engaged earlier this year and will be married this September. Congratulations, Fabiana, and best of luck for a long and successful career in association management! Jay Powell is the Business Development Manager for Ben's Asphalt. He can be reached at 760-413-2466 or by email at jay.powell@bensasphalt.com.
WORD SEARCH Welcome Aboard
Greg Gamboa CCAM By Marne Logan Greg Gamboa recently retired from the U.S. Army, where, as a non-commissioned officer, he was in charge of a 26,000-acre facility with over $10 million dollars in assets and munitions. During his time in the Army, he was deployed three times for active combat. Prior to serving in the U.S. Army, Greg also served his country as a Marine for 10 years. Greg has been married to his wife, Kim, for over 20 years. After many years of being home only during leave, Greg and Kim were ready for his retirement from the service. Greg decided to pursue another career and to continue to be an asset to society. With Kim’s blessing (making days off together even more special), he decided to try something completely different. He chose to begin civilian life as a Community Association Manager for The Management Trust. Greg is enjoying the association manager role and the constant variety of challenges. He enjoys turning negatives into positives. With the ability to face life’s extreme challenges on the battlefield, he embraces the day-to-day ups and downs of community management with veteran ease. Greg is looking forward to exploring CAI-CV committees and becoming more involved with Chapter.
GFOURS NEW OFFICE BOARD ELECTION THE SEASON SNOWBIRDS DAY AT THE RACES ABSENTEE OWNER HOMEOWNER LEADER COMMUNICATIONS OKTOBERFEST SEASONAL COMMUNITY FULLTIME RESIDENT MICHAEL CAPPS FABIANA SPINELLI GREG GAMBOA PROFESSIONAL MANAGER RHONDA DREWS DEA FRANCK MATTHEW LAWTON JOLEN ZEROSKI
Marne Logan, CCAM®, is a community association manager for The Management Trust. She can be reached at (760) 776-5100 x6332 or by email at marne.logan@managementtrust.com.
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WATER WISE
CVWD Budget and Rates Detailed By Coachella Valley Water District
C
VWD adopted a budget this summer that meets the needs of the district and the community without increasing domestic water rates. The $369 million operating and capital improvement budget for fiscal year 2017-18 keeps domestic water rates stable, thanks in part to reduced spending on chromium-6 treatment and healthy reserves. A comprehensive Cost of Service Study last year recommended a five-year plan of rate increases based on assumptions about anticipated revenue and expenses. However, at a board meeting this summer, staff presented updated information that showed an increase this year was no longer needed. CVWD provides a number of different water-related services to the community and, by law, must keep the funding and spending related to those services separate. Domestic water rates were increased last year to help respond to three key issues, but circumstances have changed in the past year. Water rates were increased in 2016 to help respond to three key issues that have changed over the past year. One of the key factors was to help fund the largest capital improvement project in CVWD’s history as it responded to California’s new drinking water standard for chromium-6. However, CVWD halted the project when a new study showed promise in an alternative treatment that would be less expensive and have less impact on the community
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Quorum September, 2017
and the environment. While testing is continuing for this treatment, California is reworking a new drinking water standard for chromium-6 in response to a court order to better take costs into account. Another key factor to last year’s rate increase was the need to compensate for reduced revenue from state-mandated conservation. Since the conservation mandates have been lifted, revenue has increased slightly more than originally projected. Staff anticipates conservation will maintain at current levels throughout the next year. The third key factor driving rate increases was costs related to system improvements needed to maintain the water delivery system that meets daily needs of approximately 290,000 residents. This need remains. In separate action, the Board did approve an increase to the Replenishment Assessment Charge (RAC) for private groundwater pumpers in the West and Mission Creek subbassins that was effective July 1, 2017. The RAC is used to fund the district’s groundwater replenishment program. The West Whitewater River Subbasin RAC was increased from $128.80 per acre-foot to $143.80; the Mission Creek Subbasin RAC was increased from $123.20 per acre-foot to $135.52; the RAC for the East subbasin will remain at $66 per acre-foot. In addition, the Board approved an increase to Canal water rates, which also
was effective July 1, 2017. The water rate for class 1 and class 2 users was increased from $33.48 per acre-foot to $34.32; the water supply charge for class 2 users was increased from $32.51 to $67.80. Finally, CVWD has restructured rates and charges for sewer service that will result in some customers paying less and others paying more. The new system, effective Jan. 1, 2018, is based on industry standards, simplifies how the rates are calculated, ties rates to actual water use and reflects the cost of service. It does not increase the revenue the district receives from sewer charges. The new structure creates one residential and two business customer classes. Bills for all classes will include a fixed account charge that covers administrative costs and a service charge based on the estimated amount of wastewater sent into the sewer system. Under this new system about 40 percent of businesses will see a small decrease in their monthly sewer bills and about 60 percent of businesses will see minimal to significant increases in their sewer bills. HOAs are classified in a business category because of the types of facilities that are connected to HOA meters such as pools, restrooms, restaurants, community centers and clubhouses. For more information about rates, visit www.cvwd.org/ratechanges or call (760) 398-2651
ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP.............................................................15
ASPHALT AMS PAVING................................................................................22 ASPHALT MD’S..............................................................................6
CAI-CV
EDUCATED BUSINESS PARTNER
NPG ASPHALT..............................................................................38
ATTORNEYS FIORE RACOBS & POWERS, A PLC..............................................29 GREEN BRYANT & FRENCH, LLP....................................................4 GURALNICK GILLILAND & KNIGHTEN..........................................39 LAW OFFICE OF PEGGY REDMON................................................31 PETERS & FREEDMAN, LLP ........................................................25
Choose Educated Business Partners
BANKING
Micha Ballesteros, Flood Response
UNION BANK..................................................................................3
Rodney Bissell, Bissell Design Studios Inc.
MUTUAL OF OMAHA BANK............................................................6
Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC Linda Cardoza, Alliance Association Bank
CONSTRUCTION
Rick Cech, Western Pacific Roofing Corporation
VANTAGE POINT CONSTRUCTION, INC..........................................4
Tiffany Christian, Epsten Grinnell & Howell, APC
CBCI.............................................................................................39
Adam Eves, Empire Works Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten Grinnell & Howell, APC Julie Frazier, Frazier Pest Control, Inc. Erin Fujioka, G4S Secure Solutions, USA Elaine Gower, The Naumann Law Michael Graves, SCT Reserve Consultants Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., Law Office of Jennifer James, Esq. Megan Kirkpatrick, Kirkpatrick Landscaping Services Jared Knight, Vista Paint Corporation Cyndi Koester, PCAM, SwedelsonGottlieb Katy Krupp, Fenton, Grant, Mayfield, Kaneda & Litt, LLP Larry Layton, Kirkpatrick Landscaping Services
COMMUNITY MANAGEMENT FIRSTSERVICE RESIDENTIAL........................................................2 MILLENNIUM COMMUNITY MANAGEMENT LLC..........................31
ELECTIONS THE INSPECTORS OF ELECTION..................................................15
ELECTRIC & WATER COACHELLA VALLEY WATER DISTRICT.................................31, 39
GATES & GARAGE DOORS AUTOMATION PRIDE....................................................................19
LAKE MAINTENANCE DWI................................................................................................3
LANDSCAPING
Alison LeBoeuf, PrimeCo
CONSERVE LANDCARE................................................................19
Mike Mastropietro, OCBS, Inc.
PRO LANDSCAPING.....................................................................31
Chris Meyer, Asphalt MD's
SUNSHINE LANDSCAPE...............................................................25
Greg Morrow, Eagle Roofing Products
WATERRITE - VINTAGE ASSOCIATES, INC...................................39
Fran Mullahy, Vintage Associates Mike Murrell, Farmers Insurance - Mike Murrell Agency Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten Grinnell & Howell, APC Dana Pride, Automation Pride Brent Sherman, Animal Pest Management Services, Inc. Brittany Smith, Vantage Point Construction, Inc. Jillian Steele, Patio Products USA Dan Stites, CBCI Construction
PEST CONTROL POWERFUL PEST MANAGEMENT................................................15
ROOFING BRS ROOFING..............................................................................25 ROOF ASSET MANAGEMENT.......................................................15 SUNTECH CONSULTING & ROOFING............................................19 WESTERN PACIFIC ROOFING.......................................................31
SECURITY
Kymberli Taylor-Burke, NPG Asphalt
AMS SECURITY............................................................................38
Jolen Zeroski, Union Bank Homeowners Association Services
G4S..............................................................................................11 CAI-CV.org
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Quorum September, 2017
GURALNICK GILLILAND & KNIGHTEN _________________________________________________________________________________________________
• Corporate Counsel •
• Legal Opinions
• Assessment Lien and Foreclosure
• • Fees Paid by Delinquent Homeowner • Detailed Monthly Status Reports
40004 Cook St. Suite 3 Palm Desert, Ca www.gghoalaw.com Phone: (760) 340-1515 Fax: (760) 568-3053 For a Copy of our Legal Update Contact Melissap@gghoalaw.com
Water Wise Tips For Coachella Valley residents
Plant a waterefficient landscape. Desert-friendly plants use 50 to 75 percent less water than grass or tropical plants. Irrigate efficiently. Prevent water waste. Repair broken sprinklers CVWD offers a rebate for replacing nozzles with new water-efficient ones.
Find and fix indoor and outdoor leaks. Download copy of Water Wise at Home: A Guide to Finding Leaks at www.cvwd.org
We can help you meet your CVWD "Efficient" budget!
Learn more about CVWD’s rebate & discount program at www.cvwd/org/rebates
Fernando Fregoso (760) 772-3673
fernandof@thevintageco.com
Stay connected with us! (760) 398-2651 www.cvwd.org
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41-905 Boardwalk, A-2 Palm Desert, CA 92211
GREEN IS FOR LOCAL EVENTS
CAI-CV UPCOMING EVENTS
SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG AND FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG
SEPTEMBER
OCTOBER CONTINUED
CAI’s M202 Course (for managers) WHEN: Thursday-Friday, September 7-8, 2017 WHERE: Santa Ana CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) Don’t Miss Professional Speaker and Comedian Mary Freeley WHEN: Friday, September 8, 2017, 11:15 Registration WHERE: Palm Valley Country Club, Palm Desert CAI’s Large-Scale Workshop (for managers) WHEN: Thursday-Saturday, September 14-16, 2017 WHERE: Sugar Land, Texas
CLAC Benefit Fundraising Dinner (for all members) WHEN: Thursday, October 19, 2017 WHERE: Sheraton Universal, Universal City CAI’s California Statewide Legal Forum (for all members) WHEN: Friday, October 20, 2017 WHERE: Sheraton Universal, Universal City CAI-CV’s Annual Oktoberfest Celebration (for all members) WHEN: Friday, October 27, 2017, 5:30 p.m. WHERE: Sunshine Landscape, Thousand Palms
NOVEMBER
OCTOBER CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, October 6, 2017, 8:30 a.m. WHERE: Sunshine Landscape, Thousand Palms CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, October 13, 2017, 11:15 a.m. WHERE: Palm Valley Country Club, Palm Desert
CAI’s M100 Course in Palm Desert (for managers and board members) WHEN: Thursday-Saturday, November 2-4, 2017 WHERE: Residence Inn, Palm Desert CAI-CV’s Legislative Update Program Lunch & Mini Trade Show (for all members) WHEN: Friday, November 17, 2017 WHERE: Sun City, Palm Desert CAI’s Case Study (for managers working on PCAM) WHEN: Thursday, November 30-Friday, December 1, 2017 WHERE: Santa Ana
REGISTER ONLINE AT WWW.CAIONLINE.ORG, EVENTS
2017 CORPORATE SPONSORS PLATINUM______ AMS Paving Asphalt MD’s Associa Desert Resort Management Bissell Design Studios Inc. Conserve LandCare Diversified Asphalt EmpireWorks Fiore Racobs & Powers, A PLC NPG Asphalt Pacific Western Bank Roof Asset Management Signarama Sunshine Landscape Vantage Point Construction Western Pacific Roofing
GOLD___________ AMS Security BRS Roofing CBCI Construction Epsten Grinnell & Howell, APC Flood Response G4S Secure Solutions Lloyd Pest Control Mutual of Omaha Peters & Freedman, L.L.P. Prendiville Insurance Agency PrimeCo Purified Pool Water Vintage Associates
SILVER__________ Artistic Maintenance, Inc Automation Pride Barcode Automation, Inc. Coachella Valley Water District DWI Farley Interlocking Pavers Frazier Pest Control Horizon Lighting Painting Unlimited, Inc. Powerful Pest Management Seacoast Commerce Bank Three Phase Electric Union Bank Homeowners Association Services
BRONZE________
Accurate Leak Locators Adams Stirling, PLC Albert Management, Inc. All Counties Fence and Supply Association Reserves Bank of Southern California Ben’s Asphalt, Inc. Dunn-Edwards Paint Corp. FirstService Residential Frontier Communications Guralnick, Gilliland & Knighten Kasdan LippSmith Weber Turner, LLP LaBarre/Oksnee Insurance Agency Law Office of Jennifer James, Esq.
PatioShoppers Commercial Furnishings Powerstone Property Management Pro Landscaping, Inc. S.B.S. Lien Services SCT Reserve Consultants SERVPRO of Palm Desert SERVPRO of Palm Springs/Indian Wells Sherwin-Williams Paint Co. Silldorf Law, LLP Suntech Consulting & Roofing The Management Trust United Paving U.S. Security Associates Vista Paint Corporation