Quorum October 2017 by CAI-Coachella Valley Chapter

OCTOBER 2017

Coachella Valley Community Associations Institute Magazine

10 Mira Vista at Mission Hills EDUCATION FOR MANAGERS 12 PCAM Points 16 Professional Manager Code of Ethics 17 Compensation Comparisons 17 Continuing Education Credit for CMCA, AMS, and PCAM Credentials 18 Tips to Help You Prepare for the Budget Season 18 Will the Recent Disasters Have an Impact on Insurance Premiums? 26 Professional Manager Briefcase 30 Manager Education â&#x20AC;&#x201C; Webinars

energize educate elevate CAI-CV will energize our members to seek CAI education to elevate themselves & the CID industry.

STOP DRAINING POOLS!

Custom Gates ® Access Control Traffic Spikes ® Barrier Arms ® Phone Units ® Garage Doors ®

Acid Wash Your Pool and Concerve 90% of the Water

Now you can lower Total Dissolved Solids, including calcium hardness and more, without draining the pool.

Extend Plaster & Equipment Life

We clean the plaster without an aggressive acid wash. We use the most technologically advanced industrial grade reverse osmosis system in the pool industry today.

AAU UTTO OM MAATTIIO ON N PPRRIID DEE

Operators ®Troubleshooting

Desert Office: 41-905 Boardwalk, Suite P, Palm Desert, CA 92211 Phone: 760-423-6567 Fax: 760-423-6581 www.automationpride.com

Use Less Chemicals The Water Feels Incredible!

REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS

Inc.

Spray Polyurethane Foam Systems

Call today for a free poolside evaluation and quote! Purified Pool Water is a division of Alan Smith Pools, Inc. CA Lic# 571196

R ONT C O N

PurifyYourPool.com

760.399.6428

79345 Country Club Dr. Unite B Bramuta Dunes 92203

Roof Repairs

Tile Systems

Roof System Maintenance

Shingle & Shake Systems

Budget Reserves

760 813 9999 w w w . R A M R O O F. c o m

C OAC H E L L A VA L L E Y C H A P T E R

A SS O C I AT I O N S I N ST I T U T E

! ACTS

In Customer Service

AL • HOA'S COMMERCIAL • RESIDENTI

760-328-6115

Family Owned & Locally Operated 68920 Adelina Rd, Cathedral City, CA 92234 FrazierPestControl.com • Lic. # PR5204

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

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

Fernando Fregoso (760) 772-3673

fernandof@thevintageco.com

Quorum October, 2017

Consulting

We Save What You Pave. OverKote is designed to maintain and beautify paved services. It will extend the life of asphalt for years... protecting your investment and the value of your neighborhoods.

ASPHALT COATING FOR PROS DIVERSIFIED ASPHALT PRODUCTS

Southern California’s Leading Seal Coat Manufacturer 1227 NORTH OLIVE STREET • ANAHEIM, CA 92801 TOLL FREE: 855-OVERKOTE • 855-683-7568 www.DiversifiedAsphalt.com 3

2017 BOARD OF DIRECTORS COACHELLA VALLEY CHAPTER PHYLLIS HARKINS, CMCA, AMS, CCAM-LS, CAMEX PRESIDENT The Management Trust â&#x20AC;&#x201C; Palm Desert GEN WANGLER, ESQ., CCAL PRESIDENT ELECT Fiore Racobs & Powers A PLC GERARD GONZALES PAST PRESIDENT Albert Management, Inc. 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 CAL LOCKETT Executive Director clockett@cai-cv.org

The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services. The Coachella Valley Chapter has not verified and/ or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.

CONTENTS

10 FEATURES

Mira Vista at Mission Hills By Susan Browne Rosenberg, CIH, CIEC, CHMM

12 PCAM 17

PCAM Points

Professional Manager Code of Ethics

Compensation Comparisons

Continuing Education Credit for CMCA, AMS, and PCAM Credentials

Tips to Help You Prepare for Budget Season

By Teri Braden

Will the Recent Disasters Have an Impact on Insurance Premiums?

By Carol A. Fulton, CIRMS

Professional Manager Briefcase

Manager Education - Webinars

Code of Ethics 16

POINTS

Continuing Education Credit for CMCA, AMS, and PCAM Cred Course

CMCA

M-100: The Essentials of Community Management M-201: Facilities Management

Prerequisite course to earn the CMCA

To earn the AMS, you must pass the CMCA Exam (for which the M-100 is a prerequisite course)

AMS

12 hours of CE credit toward recertification

 

M-202: Association Communications

12 hours of CE credit toward recertification

M-203: Community Leadership

12 hours of CE credit toward recertification

M-204: Community Governance

14 hours of CE credit toward recertification

M-205: Risk Management

14 hours of CE credit toward recertification

M-206: Financial Management

14 hours of CE credit toward recertification

M-300: Ethics and the Community Manager M-310: Management Company Administration M-320: High-Rise Maintenance & Management M-330: Advanced Insurance and Risk Management M-340: Managing the Large-Scale Association M-350: Manager and the Law

6 hours of CE credit toward recertification

To earn the AMS: Pass any two 200-level courses To redesignate: One 200-level course + 8 additional hours fulfills AMS redesignation  To earn the AMS: Pass any two 200-level courses  To redesignate: One 200-level course + 8 additional hours fulfills AMS redesignation  To earn the AMS: Pass any two 200-level courses  To redesignate: One 200-level course + 8 additional hours fulfills AMS redesignation  To earn the AMS: Pass any two 200-level courses  To redesignate: One 200-level course + 8 additional hours fulfills AMS redesignation  To earn the AMS: Pass any two 200-level courses  To redesignate: One 200-level course + 8 additional hours fulfills AMS redesignation  To earn the AMS: Pass any two 200-level courses  To redesignate: One 200-level course + 8 additional hours fulfills AMS redesignation Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

M-360: Leadership Practices in Building Community M-370: Managing Developing Communities M-380: Litigation Training for Managers M-400: Contemporary Issues in Community Management

16 hours of CE credit toward recertification 16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours Can be used for AMS redesignation after completing all LEARN 200-level courses, or as the 8 additional hours

12 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

12 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

8 hours of CE creditELEVATE Can be used for AMS redesignation after completing all GROW toward recertification 200-level courses, or as the 8 additional hours

 Maintaining the AMS or PCAM designation fulfills the continuing education requireme

ADVANCE

CONNECT ENGAGE

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

QUORUM COMMITTEE MEMBERS

CAI-CV

EDUCATED BUSINESS PARTNER

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

CAI-CV

RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc.

CAI-CV

DAN STITES CBCI Construction, Inc.

EDUCATED BUSINESS PARTNER

JAY POWELL Ben's Asphalt

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. Law Office of Jennifer James

MARNE LOGAN, CCAM The Management Trust - Palm Desert MICHAEL TURNER Urban Habitat Environmental Landscapes PHYLLIS HARKINS, CMCA, AMS, CCAM-LS, CAMEX BOARD LIAISON The Management Trust - Palm Desert CAI-CV

EDUCATED BUSINESS PARTNER

SUSAN BROWNE ROSENBERG Desert Cities Indoor Air, LLC

STEVEN SHUEY, PCAM Personalized Property Management Co. JIM SCHMID The Lakes Country Club

CREATIVE DIRECTOR & GRAPHIC DESIGNER CAI-CV

EDUCATED BUSINESS PARTNER

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

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

SUBSCRIBER SERVICES

The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee.

Quorum October, 2017

CONTENTS CHAPTER NEWS

CAI-CV Chapter New & Renewing Members

Educate Your Board for $250 Per Year!

CAI-CV is on the Move

Charity Stories Needed

CAI-CV Educated Business Partners

CAI’S

CHAPTER EVENTS

2018 Calendar

The Humor Advantage Personal and Professional Success with Humor

Community Associations Institute - Coachella Valley

M-100

1 2 3

FOR MANAGERS AND COMMUNITY BOARD MEMBERS

Thursday, November 2nd through Saturday, November 4th, 2017 FULFILL AT LEAST ONE

Residence Inn PalmPREREQUISITE Desert, 38305 Cook St., Palm Desert REQUIREMENT

THE ESSENTIALS OF COMMUNITY ASSOCIATION MANAGEMENT

HOSTED BY CAI-CV

SUBMIT AN APPLICATION M100 TOPICS INCLUDE: Roles and responsibilities of managers, FOR CMCA CERTIFICATION

Friday, September 8, 2017

Successful community management starts with the essentials! This comprehensive community association management course provides a practical overview for new managers, an essential review for veteran managers and an advanced course for board members. Successful completion of the M-100 can be the first step toward earning the CMCA credential, awarded by CAMICB.

CAI's M-100

The M-100 is also approved as one of the two courses required to be a “certified” manager in California.

For Managers and Community Board Members

COURSE MATERIALS:

SUCCESSFULLY PASS THE CMCA EXAMINATION

Participant guide and flash drive with bonus readings and materials.

SAVE THE DATE CAI-CV’s Annual Oktoberfest Celebration Friday, October 27, 2017 Sunshine Landscape, Thousand Palms

Upcoming Chapter Events

COURSE LENGTH:

2.5 days | Days 1-2: 8:30 a.m. - 5:30 p.m. Day 3: 8:30 a.m. - noon A multiple-choice examination is given at the end of the class.

TUITION: CAI member: $459 Nonmember: $559

REGISTRATION:

Signup Now at WWW.CAIONLINE.ORG

owners, committees and the board Management ethics Developing, implementing and enforcing rules Organizing and conducting board meetings Preparing budgets and funding reserves Assessment collection policies and procedures Collecting delinquent payments Financial statements, reporting methods and operations Evaluating risk management and insurance programs Implementing maintenance programs Preparing bid requests and identifying key contract provisions Recruiting, selecting and managing personnel Managing sustainable and developing communities

THANK YOU TO OUR SPONSORS COURSE SPONSOR Flood Response

NOTEPAD SPONSOR PrimeCo

PEN SPONSOR

Pacifc Western Bank

CLAC SPONSOR

All Counties Fence & Supply

DEPARTMENTS

President’s Message

About CAI

CMCA Credentials

32 Maintenance A Board’s Dilemma:

How Do I Budget for a Major Reconstruction Project? By Dan H. Stites, P.E.

Water Wise

Fall is the Best Time to Update Desert-Friendly Landscape

By Coachella Valley Water District

CAI-CV.org

CAI-CV

EDUCATED BUSINESS PARTNER

facebook.com/CAICV

twitter.com/CAI_CV

FROM THE CHAPTER

President’s Message Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx The Management Trust – Palm Desert CAI-CV Chapter President

Welcome Fall and cooler temperatures. For those readers who have golf course operations that they manage or service, we all know how rye grass loves the cooler nights. There is a special feeling in the air. The sun is at a greater angle and shadows are getting longer. Signs of scalping are everywhere. Wheeze. Let’s face it, October is the desert’s transition month. Anticipation of the Valley’s beautiful winter weather is mounting and we know that by November 1st, the Coachella Valley will be the most beautiful place on earth. It’s also transition time for our industry. HOA budgets are being finalized, snowbirds are returning and our work lives are becoming increasingly more demanding. I hope you are all gearing up for a fantastic season. Before we know it, seven months will pass and we will be saying-hallelujah, we finished another season. CAI is getting busy too. If you are a senior manager at one of the Valley’s outstanding management companies, you won’t want to miss CAI’s National Management Company CEO Retreat on October 12-14 at the Hard Rock Hotel in San Diego. On Friday, October 13, CAI-CV will host its 8th Educational Lunch Program & Mini Trade Show of the year at Palm Valley Country Club. The topic will be how boards get into trouble. CAI’s Statewide Legal Forum will take place on Friday, October 20, 2017 at the Sheraton Universal City. On October 19, the CA CID Law Course will be offered, and that evening, the California chapters will host the Annual CLAC Fundraising Dinner. Our annual Oktoberfest celebration will take place 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. CAI-CV’s Legislative Update will be held on Friday, November 17, 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. On Friday, December 1st, CAI-CV will host its annual Holiday Open House at 5:30 p.m. at Palm Valley Country Club. New this year, there will be a full buffet pasta night dinner, dancing with a DJ, ornament making and an ugly sweater contest. Prior to the Holiday party, the Education Committee is hosting an “ask the attorney” Board Member Workshop (BMW), from 3:00 to 5:30. Board members are invited to attend the Holiday event and will receive a free drink ticket. Each year, the Holiday event supports a local charity. We will be supporting The Narrow Door’s Christmas Store again this year. Members are asked to bring an unwrapped gift in lieu of purchasing a ticket for the event. Please RSVP online. Mark your calendars for CAI-CV’s Awards & Monte Carlo Night on Friday, January 26, 2018. This year, we are combining Awards and Casino at the Agua Caliente Casino Resort Spa. As my presidency year winds down, I’d like to thank each of you for your support in 2017. It’s been an exciting journey, not yet finished but soon to be. Be a kid again and dress up on Halloween ! See you next month,

Phyllis Harkins

Phyllis Harkins, CMCA, AMS, CCAM-LS, CAMEx General Manager, Portola Country Club The Management Trust - Palm Desert

Quorum October, 2017

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 COMMUNITY ASSOCIATION FINANCIAL SERVICES, LLC Doug Bothe (760) 323-7475 doug@joannemallen.com DESERT CITIES INDOOR AIR, LLC Susan Rosenberg (760) 902-2545 sbriaq@gmail.com FLOOD RESPONSE, A DIVISION OF MACDONALD SERVICE GROUP, INC. Neil MacDonald (760) 343-3933 neil@floodresponse.com MARTIN SWEEPING/PRESSURE WASHING Curtis Oldenkamp (760) 200-9510 curtis@martinsweeping.com RUDY'S TERMITE AND PEST CONTROL, INC. Rudy Garza (760) 775-7216 jodi@rudyspest.com SECURITAS SECURITY SERVICES USA, INC. Matthew Hills (760) 779-0728 matthew.hills@securitasinc.com SUNSHINE LANDSCAPE Carlos Contreras (760) 346-3999 ccontreras2202@yahoo.com RENEWING MULTI-CHAPTER BUSINESS PARTNERS 1 STOP POOL PROS, INC. Rachel Noesser (800) 880-6919 Ext. 210 Rachel@1StopPoolPros.com AMERICAN TECHNOLOGIES, INC. Cindy Helmstead (951) 682-9200 cindyhelmstead@ATIrestoration.com BARCODE AUTOMATION, INC. Ryan Waxberg (407) 327-2177 ryan@barcode-automation.com CBCI CONSTRUCTION, INC. Jonathan Reeves (949) 542-7265 info@cbciconstruction.com LABARRE/OKSNEE INSURANCE AGENCY, INC. Carol Fulton (760) 346-7251 Ext. 264 carolf@hoa-insurance.com

PRIMECO Chris Erickson (760) 473-6327 chris@primecoconstruction.com

PALM DESERT RESORTS Sherry Arnswald (760) 345-1954 sherry@pdrcc.org

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

PALM DESERT TENNIS CLUB OWNERS ASSOCIATION Ken Kuperstein (760) 346-5683 clubmanager@palmdeserttennisclub.com

NEW MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Elizabeth Weber (760) 346-1161 eweber@drminternet.com TRILOGY AT LA QUINTA MAINTENANCE ASSOCIATION Berenice Ceja (760) 702-3036 bceja@mytlq.com Nicolasa Moya (760) 777-6059 nmoya@mytlq.com RENEWING MANAGER MEMBERSHIPS ALBERT MANAGEMENT INC. Jacqueline Wright (760) 346-9778 jwright@albertmgt.com ASSOCIA DESERT RESORT MANAGEMENT Mark Dodge (760) 346-1161 mdodge@drminternet.com Samuel Rodriguez (760) 346-1161 srodriguez@drminternet.com DIALSQUARE PROPERTY MANAGEMENT Andrea Fidler (760) 565-2227 andrea@dialsquare.org

RIVIERA COMMUNITY CLUB, INC. Bill Palmer (253) 509-2390 bpalmer@riviera-club.org SHADOW MOUNTAIN RESORT Michael McFarlane (760) 346-6123 michael@shadowmountainresort.com THE VINTAGE GROUP Wendy C. Cross (760) 567-5983 wendy@vintagegroupre.com WHITESTAR MANAGEMENT Irene Davis (760) 773-0123 Ext. 105 irene@whitestarmgmt.com Monique Kerrigan (760) 485-3051 monique@whitestarmgmt.com RENEWING MANAGEMENT COMPANY MEMBERSHIP ALBERT MANAGEMENT INC. Lori Albert (760) 346-9000 lori@albertmgt.com

RENEWING HOMEOWNERS LEADERS CATHEDRAL SPRINGS HOMEOWNERS ASSOCIATION Sam Hinds MOTORCOACH COUNTRY CLUB PROPERTY OWNERS Shane Petrik ASSOCIATION Ivan Thomson Diane Gentry (760) 342-4215 SUN CITY SHADOW HILLS diane@motorcoachcc.com Erica Hedlund OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATION Jennifer Miranda (760) 328-3834 Ext. 300 jmiranda@orps.com

TRI-PALM UNIFIED OWNERS ASSOCIATION Marcee Williams

CAI-CV will energize our members to seek CAI education to elevate themselves & the CID industry.

CAI-CV.org

facebook.com/CAICV

energize educate elevate twitter.com/CAI_CV

FEATURE

Mira Vista at Mission Hills By Susan Browne Rosenberg, CIH, CIEC, CHMM

ira Vista at Mission Hills, located in Rancho Mirage, is managed by Desert Resort Management and Leslee Cicogna, CMCA, AMS, PCAM is the community manager. Mike Traidman, CAI-CV Director and Board Member at Mira Vista provided information for this article. Mira Vista was constructed by Toll Brothers and is now fully built out. Construction began in 2000 and was completed in 2005. There are 307 units with two-to-four-bedrooms. Amenities include a club house with a pool and spa and two tennis courts. Homes range in price from $500,000 to $1,200,000.

Quorum October, 2017

The monthly assessment of $315 includes use of the recreational amenities, cable, 24-hour security gate with a roaming guard, and property maintenance. There are five board members and six active committees including landscape, architectural, social, finance, welcoming and security. Mike stated, “All of our committees meet regularly and recommend items for the board to discuss at open board meetings. All are very active. Social is the newest committee and has started hosting events to bring the community together.” When asked what homeowners like

best about the HOA, Mike replied, “Mira Vista is a custom development on the Gary Player Signature Golf Course. We have three home sizes of varying square footage with many models of each. Our HOA fees are low and our neighborhood is safe and beautiful. Our reserve funding is very high compared to other HOAs in the Valley, which provides homeowner security for home values. Our location and beauty makes us stand out. Our location is ideal with proximity to Interstate 10, the airport, and Palm Springs.” Leslee told Quorum Magazine, “It has

FEATURE

been a true pleasure to work with the Mira Vista community for the past five years. The Board perfectly balances the desire to enhance the community while also being very mindful of maintaining a warm and friendly atmosphere for their neighbors. This governance style echoes through to the business partners whose quality of service confirms they enjoy working with the community. Residents have great pride of ownership.” Carol Trentacosta, current president of the HOA, told us, “I have made my home in Mira Vista since 2002 and can't imagine living anywhere else. I believe

we have some of the best views of the San Jacinto Mountains and I love the amount of open green space that we have compared to other communities. It's the perfect midway spot between Palm Springs and Indian Wells and my husband and I have made lifelong friends with many of the residents.” Mira Vista is working on water conservation and has converted over 100,000 square feet of turf to desertscape and have received rebates from CVWD to offset the cost. They are currently adding many large palm trees to the entrance area to enhance its appearance.

CAI-CV.org

CIA-CV Business Partners used by Mira Vista include the law firm of Peters and Freedman, Asphalt MD’s, and Securitas. Susan Browne Rosenberg, CIH, CIEC, CHMM, and CAI EBP, is president and co-owner of Desert Cities Indoor Air, LLC in Palm Desert, CA. Her company assists HOAs in assessing the extent of water damage and mold contamination. She can be reached at 760-902-2545 or sbriaq@gmail.com.

facebook.com/CAICV

twitter.com/CAI_CV

PCAM POINTS BECOME A PCAM MANAGER Here’s what you need: Five years of direct community association management experience, successfully pass CAI’s six M-200 level programs and successfully pass the CMCA exam administered by CAMICB.

EDUCATE YOUR BOARD FOR $250 PER YEAR! Attention Managers and Community Board Members

AND To measure experience, candidates must accumulate a total of 125 points in:

HERE ARE THE POINTS YOU CAN ACCUMULATE: Professional Designations or Licenses (Maximum 20 points) AMS DESIGNATION CMCA CERTIFICATION OTHER DESIGNATION REAL ESTATE BROKER’S LICENSE STATE LICENSE SALESPERSON’S LICENSE

10 10 10 10 10 10

Formal Education (Maximum 30 points) HIGH SCHOOL CERTIFICATE PROGRAM ASSOCIATE’S DEGREE BACHELOR’S DEGREE MASTER’S DEGREE DOCTORATE OR EQUIVALENT

0 10 15 20 25 25

Professional Management Development Program Requirements M-100 10 M-201-206 10 Each CAI national conference attendance 10 Each CAI national manager webinar(s) 5 Each Volunteer as a National Trustee 25 Volunteer as a Committee Chair 25 Council/Committee member 20

CHAPTER PARTICIPATION 1-DAY CHAPTER EVENTS/PROGRAMS Attend MOTR Attend Educational Lunch Programs

10 Each 5 Each 5 Each

Sign up your entire board (up to 15) for only $250 per year! Beginning October 1, 2017, new and renewing boards can sign up as many as 15 board members for only $250 per year (plus a $45 advocacy fee). Make sure CAI membership is included in your annual budgets. New in 2018, CAI-CV will educate board members for free. Sign up at WWW.CAIONLINE.ORG or call the CAI-CV office at 760.341.0559 for more information.

CAI-CV IS ON THE MOVE! The Chapter office is moving in December to 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211. Our phone, fax, email and website will remain the same.

CHARITY STORIES NEEDED CAI-CV is looking for stories about CAI members involvement with local charities. If you or your company is involved with charitable work, we would like to tell your story in our December issue of Quorum. Call the CAI-CV office or email admin@cai-cv.org if you want to participate.

CHAPTER LEADERSHIP Serve as President Serve on the CAI-CV Board Serve as Committee Chair Serve as a Committee Member Manage a CAI-CV event Be a speaker at a CAI-CV program Be an outside speaker about CIDs Author a Quorum Article (10 for 500 words; 15 for 1000, 20 for 1,500)

25 20 20 15 10 10 10 10-20

CAI-CV will help you find the right programs, events and volunteerism to elevate your career! Call us at 760.341.0559 for more information.

YOUR AD

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

Quorum October, 2017

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

2018 CALENDAR

COMMUNITY ASSOCIATIONS INSTITUTE - COACHELLA VALLEY • LOCAL CHAPTER & NATIONAL EVENTS & COURSES – BLUE • SOUTHERN CA COURSES & NATIONAL EVENTS – GREEN

• HOLIDAYS – CAI-CV OFFICE CLOSED – RED • CEU = CONTINUING EDUCATION UNITS OFFERED

JANUARY

JULY

1 15 16 19 24 26 26 30 31-3

MONDAY MONDAY TUESDAY FRIDAY WEDNESDAY FRIDAY FRIDAY TUESDAY WEDNESDAY – SATURDAY

NEW YEARS – HOLIDAY MARTIN LUTHER KING DAY – HOLIDAY HOA BOARD BASIC TRAINING LUNCH PROGRAM & MINI TRADE SHOW – CEU CAI-CV BOARD MEETING 2017 AWARDS & MONTE CARLO NIGHT CAI’S M202 COMMUNICATIONS – SANTA ANA – CEU CAI’S EDUCATED BUSINESS PARTNER COURSE CAI’S NA LAW SEMINAR – LA QUINTA – CEU

FEBRUARY 31-3 2 8-9 8-9 9 13 16 19 20 28

WEDNESDAY-SATURDAY FRIDAY THURSDAY – FRIDAY THURSDAY – FRIDAY FRIDAY TUESDAY FRIDAY MONDAY TUESDAY WEDNESDAY

CAI’S NA LAW SEMINAR – LA QUINTA (CONTINUED) – CEU MANAGER ON THE RUN (MOTR) – CEU CAI’S M203 LEADERSHIP – OXNARD – CEU CAI’S M350 MANAGER & THE LAW – RIVERSIDE – CEU LEADERSHIP & COMMITTEE TRAINING NEW MEMBER ORIENTATION LUNCH PROGRAM & MINI TRADE SHOW – CEU PRESIDENT’S DAY – HOLIDAY HOA BOARD BASIC TRAINING CAI-CV BOARD MEETING

MARCH 8-10 9 23 23 28 29-30

THURSDAY – SATURDAY FRIDAY FRIDAY FRIDAY WEDNESDAY THURSDAY – FRIDAY

CAI’S M100 CA ESSENTIALS – LOS ANGELES – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU CORKS FOR CLAC WINE TASTING BOARD MEMBER WORKSHOP (BMW) CAI-CV BOARD MEETING CAI’S M205 RISK MANAGEMENT - SANTA ANA – CEU

APRIL 6 8-9 12-13 13 17 19-20 20 25 27

FRIDAY SUNDAY – MONDAY THURSDAY – FRIDAY FRIDAY TUESDAY THURSDAY – FRIDAY FRIDAY WEDNESDAY FRIDAY

MANAGER ON THE RUN (MOTR) – CEU CAI’S DAY AT THE CAPITOL – SACRAMENTO – CEU CAI’S M204 GOVERNANCE – LOS ANGELES – CEU CAI’S BOARD LEADERSHIP DEVELOPMENT WORKSHOP NEW MEMBER ORIENTATION CAI’S M201 FACILITIES – SAN DIEGO – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU CAI-CV BOARD MEETING SPRING GOLF TOURNAMENT

MAY 9-12 15 18 28 30

WEDNESDAY – SATURDAY TUESDAY FRIDAY MONDAY WEDNESDAY

CAI’S NA CONFERENCE – WASHINGTON, D.C. – CEU HOA BOARD BASIC TRAINING LUNCH PROGRAM & MINI TRADE SHOW – CEU MEMORIAL DAY – HOLIDAY CAI-CV BOARD MEETING

JUNE 7-8 THURSDAY – FRIDAY 8 FRIDAY 12 TUESDAY 15 FRIDAY 15 FRIDAY 21-23 THURSDAY - SATURDAY 21-22 THURSDAY – FRIDAY 27 WEDNESDAY 29 FRIDAY

CAI’S M205 RISK MANAGEMENT – LOS ANGELES – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU HOA BOARD BASIC TRAINING MANAGER ON THE RUN (MOTR) – CEU SUMMER SIZZLER CAI’S M100 CA ESSENTIALS - SAN DIEGO - CEU CAI’S M201 FACILITIES – SANTA ANA – CEU CAI-CV BOARD MEETING BOWLING TOURNAMENT

Quorum October, 2017

4 12-13 12-14 20 20 25 27

WEDNESDAY THURSDAY – FRIDAY THURSDAY – SATURDAY FRIDAY FRIDAY WEDNESDAY FRIDAY

INDEPENDENCE DAY – HOLIDAY CAI’S M204 GOVERNANCE – PALM DESERT – CEU CAI’S M100 CA ESSENTIALS – SANTA ANA – CEU CAI’S CID LAW COURSE – PALM DESERT – CEU CAI’S M202 COMMUNICATIONS - RIVERSIDE - CEU CAI-CV BOARD MEETING CAI’S EDUCATED BUSINESS PARTNER COURSE

AUGUST 3 14 16-17 17 23-24 29

FRIDAY MANAGER ON THE RUN (MOTR) – CEU TUESDAY HOA BOARD BASIC TRAINING THURSDAY – FRIDAY CAI’S M203 LEADERSHIP – PALM DESERT – CEU FRIDAY (Date May Change) DAY AT THE RACES – DEL MAR – CEU THURSDAY – FRIDAY CAI’S M206 FINANCIAL – SANTA ANA – CEU WEDNESDAY BOARD MEETING

SEPTEMBER 3 11 12-15 21 25 26 27-28

MONDAY TUESDAY WEDNESDAY-SATURDAY FRIDAY TUESDAY WEDNESDAY THURSDAY - FRIDAY

LABOR DAY – HOLIDAY HOA BOARD BASIC TRAINING CAI’S LARGE-SCALE WORKSHOP – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU NEW MEMBER ORIENTATION BOARD MEETING CAI’S M203 LEADERSHIP - SANTA ANA - CEU

OCTOBER 5 8 11-13 12 16 18 19 24 26 31

FRIDAY MONDAY THURSDAY-SATURDAY FRIDAY TUESDAY THURSDAY FRIDAY WEDNESDAY FRIDAY WEDNESDAY

MANAGER ON THE RUN (MOTR) – CEU COLUMBUS DAY – HOLIDAY CAI’S MANAGEMENT COMPANY CEO RETREAT – CEU OKTOBERFEST HOA BOARD BASIC TRAINING CAI’S CLAC LEGAL FORUM FUNDRAISING DINNER CAI’S CA STATEWIDE LEGAL FORUM – CEU CAI’S CID LAW COURSE – PALM DESERT – CEU LUNCH PROGRAM & MINI TRADE SHOW – CEU CAI-CV ANNUAL MEETING & ELECTION

NOVEMBER 1-3 9 12 13 15-16 16 22-23 28

THURSDAY-SATURDAY FRIDAY MONDAY TUESDAY THURSDAY-FRIDAY FRIDAY THURSDAY-FRIDAY WEDNESDAY

CAI’S M100 COURSE – PALM DESERT – CEU CAI-CV STRATEGIC PLANNING VETERANS DAY – HOLIDAY HOA BOARD BASIC TRAINING CAI’S M204 GOVERNANCE – SANTA ANA – CEU LEGISLATIVE UPDATE & MINI TRADE SHOW – CEU THANKSGIVING – HOLIDAY CAI-CV BOARD MEETING

DECEMBER 6-8 7 7 7 7 19 24-25

THURSDAY-SATURDAY FRIDAY FRIDAY FRIDAY FRIDAY WEDNESDAY MONDAY-TUESDAY

CAI’S M100 COURSE – SANTA ANA – CEU BOARD MEMBER WORKSHOP (BMW) MANAGER ON THE RUN (MOTR) – CEU HOLIDAY OPEN HOUSE CMCA CHALLENGE - CEU CAI-CV BOARD MEETING CHRISTMAS – HOLIDAY

JANUARY 2019 26

FRIDAY

2018 AWARDS & MONTE CARLO NIGHT

SAVE THE DATE Friday, January 26, 2018, 5:30 p.m. Agua Caliente Spa Resort Casino 32250 Bob Hope Drive, Rancho Mirage

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

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

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

www.prolandscapingca.com

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

FEATURE

Professional Manager Code of Ethics 1 Comply with current bylaws, standards and practices as may be established from time to time by CAI subject to all federal, state and local laws, ordinances, and regulations in effect where the Manager practices.

2 Participate in continuing professional education through CAI and other industry related organizations.

3 Act in the best interests of the client; refrain from making inaccurate or misleading representations or statements; not knowingly misrepresent facts to benefit the Manager.

4 Undertake only those engagements that they can reasonably expect to perform with professional competence.

5 Exercise due care and perform planning and supervision as specified in the written management agreement, job description or duly adopted Board policies.

6 Disclose all relationships in writing to the client regarding any actual, potential or perceived conflict of interest between the Manager and other vendors. The Manager shall take all necessary steps to avoid any perception of favoritism or impropriety during the vendor selection process and negotiation of any contracts.

7 Provide written disclosure of any compensation, gratuity or other form of remuneration from individuals or companies who act or may act on behalf of the client.

8 Insure that homeowners receive timely notice as required by state statutes or legal documents and protect their right of appeal.

9 Disclose to the client the extent of fidelity or other contractually required insurance carried on behalf of the Manager

and/or client and any subsequent changes in coverage, which occur during the Manager’s engagement if the amount is lower than the contract amount requires.

10 See that the funds held for the client by the Manager are in separate accounts, are not misappropriated, and are returned to the client at the end of the Manager’s engagement; Prepare and furnish to the client accurate and timely financial reports in accordance with the terms of the management agreement, job description or duly adopted Board policies. www.caionline.org | CAI Professional Manager Code of Ethics | Page 2

11 Recognize the original records, files and books held by the Manager are the property of the client to be returned to the client at the end of the Manager’s engagement; maintain the duty of confidentiality to all current and former clients.

12 Refrain from criticizing competitors or their business practices; Act in the best interests of their Employers; Maintain a professional relationship with our peers and industry related professionals.

13 Conduct themselves in a professional manner at all times when acting in the scope of their employment.

14 Not engage in any form of price fixing, anti-trust, or anti-competition.

15 Not use the work products of colleagues or competing management firms that are considered proprietary without the expressed written permission of the author or the management firm.

NATIONAL HOA STATISTICS 7,000–8,000 50,000–55,000 Community association managers Community association management companies

6,000–9,000

Large-scale associations, i.e., those meeting at least two characteristics: a single, contiguous community with a general manager; and a minimum annual budget of $2 million

Quorum October, 2017

(includes onsite managers and those who provide part-time support to a number of communities)

95,000–100,000 Individuals employed by management companies

Continuing Education Credit for CMCA, AMS, and PCAM Credentials

Continuing Education Credit for CMCA, AMS, and PCAMPCAM Credentials Course CMCA AMS M-100: The Essentials of Community Management M-201: Facilities Management

Prerequisite course to earn the CMCA

To earn the AMS, you must pass the CMCA Exam (for which the M-100 is a prerequisite course)

12 hours of CE credit toward recertification

 

To earn the PCAM, you must pass the CMCA Exam (for which the M-100 is a prerequisite course)

M-202: Association Communications

12 hours of CE credit toward recertification

M-203: Community Leadership

12 hours of CE credit toward recertification

M-204: Community Governance

14 hours of CE credit toward recertification

M-205: Risk Management

14 hours of CE credit toward recertification

M-206: Financial Management

14 hours of CE credit toward recertification

6 hours of CE credit toward recertification

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

16 hours of CE credit toward recertification 16 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

12 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

8 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

12 hours of CE credit toward recertification

Can be used for AMS redesignation after completing all 200-level courses, or as the 8 additional hours

Fulfills PCAM redesignation requirement

M-360: Leadership Practices in Building Community M-370: Managing Developing Communities M-380: Litigation Training for Managers M-400: Contemporary Issues in Community Management

All 200-level courses are required to earn the PCAM

Fulfills PCAM redesignation requirement

 Maintaining the AMS or PCAM designation fulfills the continuing education requirements for CMCA recertification

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

FEATURE

Tips to Help You Prepare for Budget Season By Teri Braden

FEATURE

Will the Recent Disasters Have an Impact on Insurance Premiums? By Carol A. Fulton, CIRMS

E BUDGET SEASON Budgets are critical for operating strategies, to maximize capital equity and they provide a long-term planning tool. As you prepare your upcoming budgets, consider these helpful tips: • Start Early Preparation is key. Set clear goals and stay focused. Utilize online searches, software programs and professional resources to create a budget that will increase revenue, cut costs and plan for capital expenditures. #Forecasting • Call the Experts Schedule property evaluations with your preferred vendors. They have the expertise to guide you and help prioritize what must be done and what can be postponed. They can also identify any unforeseen major expenses not included in your reserve account. #Options • Listen As you manage your HOA communities, listen to your residents, board members and onsite maintenance staff. They can help you determine what capital improvements will increase value, alleviate problematic issues and help create a budget to produce results. #Teamwork Teri Braden is a Vice President with Ben’s Asphalt, Inc. and member of CAI for over 15 years providing asphalt repairs and maintenance with expertise in property evaluations. She is an active member of CAI-Channel Islands, Greater Inland Empire, Orange County and Coachella Valley Chapters. She has served on the Programs Committee for CAI-OC Chapter and Publications Committee for CAI-CV Chapter. Teri can be reached at teri.braden@bensasphalt.com. Jay Powell is Ben’s Asphalt’s contact for Business Development and can be reached at 760.336-9892 or by email to jay.powell@bensasphalt.com. 18

Quorum October, 2017

xtreme weather has recently taken a toll on the property insurance industry. These types of disasters are increasing the number and cost of business and homeowner’s insurance claims. In fact, it has been mentioned the extreme weather risk may have a greater economic toll on the insurance industry than any other industry in the world. Nationwide, only half of the 10 million properties that need flood insurance have it. This was quoted by Roy Wright who runs the National Flood Insurance Program. He wants to double the number of policies sold nationally. Apparently, the decline in coverage started after Congress approved a price hike in 2012 making policies more expensive. Maps of some high-risk areas were redrawn, removing a requirement that these homeowners obtain the insurance. The insurance companies are still tallying the damage from Hurricane Harvey’s extended stay over southern Texas in August. Insured losses are estimated at $20 billion and that’s a fraction of the $65 billion or more losses due to flooding alone that could have been insured according to the catastrophe firm of AIR Worldwide. It has been reported that Hurricane Irma’s cost could reach as high as $125 billion. As of this article we do not have any feedback on the recent Hurricane Maria that just hit Puerto Rico, but we are sure it will be in the billions as well.

In talking to the people that write earthquake insurance, they do not feel the recent earthquake in Mexico will affect earthquake premiums since many of the damaged buildings did not have earthquake coverage. However, please remember that we are sitting on a fault line in the Coachella Valley. Statistics say that we are over-due for a sizeable earthquake. We all need to be ready and insured. If you are preparing your association’s budget for next year, it may be wise to increase the insurance figures. We are not sure what affect the wildfires, hurricanes (including flooding) will have on the re-insurance market. The re-insurance market signs their contracts with the insurance companies in January and July. We think January will be too soon for them to have a good feel on how much the insurance companies have paid out on all the disasters this year. We should know more in May 2018, in time for the July contracts. The policies that got hit the hardest so far are flood insurance policies and many of the “Difference in Conditions” policies that include both earthquake and flood. Keep in contact with your insurance agent. We will know more as soon as the claims are tallied. In the past, with disasters such as Katrina and Rita, insurance premiums did go up, so it is best to be prepared for an increase in 2018. Carol A. Fulton is a CAI Designated Community Insurance Risk Management Specialist (CIRMS) and is an Insurance Agent and Homeowner’s Association Specialist with LaBarre/Oksnee Insurance Agency. Carol can be reached at carolf@hoa-insurance.com or by calling her at 760-219-3182.

choose the right loan

for your next project. take that to the bank Brendan Concannon Regional Account Executive 619-261-6643 Toll Free 866-800-4656, ext. 7480 brendan.concannon@ mutualofomahabank.com

mutualofomahabank.com

Member FDIC Equal Housing Lender

AFN45863_0117

EQUAL HOUSING

LENDER

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

CAI-CV.org

For inquires contact Jeffrey French www.gbflawyers.com

facebook.com/CAICV

| 760.346.9310

twitter.com/CAI_CV

CHAPTER EVENTS

The Humor Advantage Personal and Professional Success with Humor Friday, September 8, 2017

Quorum October, 2017

CHAPTER EVENTS

GUEST SPEAKER COMEDIAN Mary Feeley

THANKS TO OUR SPONSORS NAMETAG SPONSOR Vantage Point Construction

PROGRAM BOOTH SPONSORS Artistic Maintenance, Inc. Beaumont Gitlin Tashjian Ben's Asphalt & Seal Coating BRS Roofing Inc. Conserve LandCare Diversified Asphalt Products Dunn-Edwards Corporation EmpireWorks Reconstruction and Painting First Foundation Bank Frazier Pest Control, Inc. Horizon Lighting Inc. MeterNet Mutual of Omaha Bank/CondoCerts Nissho of California, Inc. Prendiville Insurance Agency PrimeCo Roof Asset Management SCT Reserve Consultants, Inc. Seacoast Commerce Bank Sherwin-Williams Paint Company Three Phase Electric United Paving Co.

Comedian Mary Feeley

Western Pacific Roofing

SPOTLIGHT TABLE SPONSOR EmpireWorks Reconstruction and Painting

PEN SPONSOR Diversified Asphalt Products

SCHOLARSHIP SPONSOR Pacific Western Bank

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

Licenses #664779

Asphalt Concrete Seal Coating Striping ADA Compliance Grinding & Pulverizing

NPGASPHALT.COM So-Cal: 951.940.0200 Desert Division: 760.320.9600 Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW

HOA PROTECTION: SIMPLE & SECURE At AMS Security we understand your HOAâ&#x20AC;&#x2122;s specific safety needs to protect your community. Our HOA services include: -

Gate Systems Computer Networking Systems Vehicle Transponder Access Systems Transponder Vendor Management Community Management Software Video Surveillance Systems Perimeter Intrusion Detection Systems

As the leading experts in cutting-edge electronic security technology, AMS Security pairs unmatched expertise with exceptional customer service, delivering peace of mind to you and your residents.

Call today for a free quote:

760.341.3593 AMSprotectme.com 74-794 42nd Ave. Suite 1 Palm Desert Lic# 944895 ACO 6917

Quorum October, 2017

CAI’S

M-100

FOR MANAGERS AND COMMUNITY BOARD MEMBERS

Thursday, November 2nd through Saturday, November 4th, 2017 Residence Inn Palm Desert, 38305 Cook St., Palm Desert

THE ESSENTIALS OF COMMUNITY ASSOCIATION MANAGEMENT

HOSTED BY CAI-CV

COURSE MATERIALS:

Participant guide and flash drive with bonus readings and materials.

COURSE LENGTH:

2.5 days | Days 1-2: 8:30 a.m. - 5:30 p.m. Day 3: 8:30 a.m. - noon A multiple-choice examination is given at the end of the class.

TUITION: CAI member: $459 Nonmember: $559

REGISTRATION:

Signup Now at WWW.CAIONLINE.ORG

M100 TOPICS INCLUDE: Roles and responsibilities of managers, owners, committees and the board Management ethics Developing, implementing and enforcing rules Organizing and conducting board meetings Preparing budgets and funding reserves Assessment collection policies and procedures Collecting delinquent payments Financial statements, reporting methods and operations Evaluating risk management and insurance programs Implementing maintenance programs Preparing bid requests and identifying key contract provisions Recruiting, selecting and managing personnel Managing sustainable and developing communities

THANK YOU TO OUR SPONSORS COURSE SPONSOR Flood Response

NOTEPAD SPONSOR PrimeCo

CAI-CV.org

PEN SPONSOR

Pacifc Western Bank

CLAC SPONSOR

All Counties Fence & Supply

facebook.com/CAICV

twitter.com/CAI_CV

ABOUT CAI

CMCA Credentials 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.

MCM is the Key to Your Community Management Services

Experienced & Educated Team Superior Customer Service Honest, Ethical & Hardworking Contact Us Today for a free Consultation Millennium Community Management LLC 760. 834.8948/ contact@MCMisKey.com www.MCMisKey.com 75145 St. Charles Place, Suite 3 Palm Desert, CA 92211 760. 834.8948511108.

2780866.508. 278

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

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 24

Quorum October, 2017

1 2 3

FULFILL AT LEAST ONE PREREQUISITE REQUIREMENT

SUBMIT AN APPLICATION FOR CMCA CERTIFICATION

SUCCESSFULLY PASS THE CMCA EXAMINATION

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

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.

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. CONTINUED

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.

Quorum October, 2017

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

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 and educate CONTINUED

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

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 the needs of CAI members.

Quorum October, 2017

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 hotbutton 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 A nnual 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 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—CAI’s LargeSca le Ma nagers 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 and management companies involved in CAI,

FEATURE 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 communit y manager listserv is open to all community managers. Additionally, CEO-MC a nd L a r g e - S c a le Managers listser vs 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 cai-info@ 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.

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

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 James P. Magid, CMCA, LSM, PCAM FirstService Residential, AAMC, Eatontown, NJ Jessica Towles, CMCA, AMS, PCAM Grand Dominion by Del Webb, Mundelein, IL

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

Scott Williams, CMCA, AMS, PCAM East West Resorts—Tahoe, Truckee, CA STAFF LIAISON

CHAIR-ELECT Elbert Boothby, CMCA, AMS, PCAM Boothby Realty Inc. Birmingham, AL Nicole Armstrong, CMCA, AMS, PCAM Hammersmith Management Inc., AAMC, Colorado Springs, CO

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

Katie Bikshaeva, CMCA, AMS, PCAM AMI—Advanced Management llc, Denver, CO John Joseph “Joey” Carona Jr., CMCA, AMS, PCAM, Associa Inc., Dallas, TX CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

Building Community & Leadership

OACHELLA C I VA CA LL

Aging in Place

MANAGER EDUCATION – WEBINARS @ WWW.CAIONLINE.ORG

Conflict Management Crime Prevention Disaster Management Environmental Issues FCRA

Getting Hired, Getting Ahead, Preparing for the Next Step Green, Environmentally Friendly

TOBER 2

2 , 7

Groundskeeping, Landscaping

SAVE THE DATE

Hiring, Supervising, & Managing

FRIDAY, OCTOBER 27, 2017 5:30 P.M.

CA I - C V ’ S A N N U A L O K T O B E R F E S T C E L EBRATI ON

Insurance

S UN S H I N E LA N D S CA P E, TH O US A N D PA L M S

Insurance & Risk Management

$25 GREAT BEER FANTASTIC GERMAN FOOD & CHILI DANCING & GAMES

Leasing Legal Resources Legislation Meetings Pets, Wildlife, & Infestations Policies, Rules, & Governing Documents Pools, Roads, Buildings, & More Specialty Communities Technology

Finances, Foreclosure, & Revenue Streams

FHA & Fannie Mae

Quorum October, 2017

NEW THIS YEAR! - CHILI COOKOFF $100 BUY-IN (LIMIT 15) - CASH PRIZES BUY YOUR TICKETS NOW

CAI-CV.ORG OR CALL 760-341-0559 DOOR PRIZES NEEDED! SPONSORSHIPS AVAILABLE AT CAI-CV.ORG OR CALL THE CAI-CV OFFICE AT 760-341-0559.

CA LIC. #907600 AZ LIC. #286198

www.brsroofing.com

Save more with new rebates! CVWD is now offering turf conversion rebates of $2 per square foot up to 10,000 square feet for residential customers and up to 25,000 square feet for HOAâ&#x20AC;&#x2122;s/businesses. To participate, you must apply at www.cvwd.org/rebates. Pre-approval is required.

Stay connected with us! (760) 398-2651 www.cvwd.org

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

MAINTENANCE

A Board’s Dilemma: How do I budget for a major reconstruction project? By Dan H. Stites, P.E

ears in advance of the need for a major reconstruction project, a board will have already established a plan to build reserves for the eventual day of reckoning. But when that day is on the horizon, how does a board develop a realistic budget for the project? This is not a trivial task and the consequences of getting it wrong could be catastrophic – depleted reserves, special assessments, recalls…..and it gets worse from there! Diligence is the key. Start by grabbing a pen and paper and writing down "NO SURPRISES!" This simply means that all costs must be included in your estimate and those costs must be reasonably estimated. So, let’s take a stepwise approach to developing our budget. 1. Decide WHAT you are going to do. This is perhaps the most critical step in that you are developing a scope of work for your project. If your project will require plans and permits, work with an architect to develop the plans and have them submitted to the applicable building department for review. You also may wish to work with a contractor for his input to the scope.

4. Do a REALITY CHECK. Does the budget fit your reserves? If not, you may have to circle back with the architect and contractor to do some "value engineering" (a fancy expression for cost cutting!) or you may need to find an additional source of funds. Is the schedule realistic? Is this a project that MUST be done in the off season but the contractor’s schedule shows ten months? If so, it may have to be done in phases over several years or slammed into one season using double shifts and weekends, both of which impact cost.

5. Complete the plan approval process with the building department – but do not pull the permit until you are ready to start the project – permits typically have a six month timeframe in which you must start the project, after which there are additional fees. You will want the selected contractor to pull the permit when he is ready to start

6. Finalize the project cost estimate, schedule, and start date.

2. Obtain an estimate for the cost of the scope of work from either the architect or from a qualified contractor licensed to perform this scope of work. This need not be a fine tuned bid but a budgetary estimate in the range of +/- 10% to 15%.

3. Decide WHEN you will be starting the project and the rough schedule. The contractor can help with providing a schedule estimate.

Quorum October, 2017

So we have a cost estimate, schedule, start date, and approved plans. That gives us our budget and we are ready to go, right? WRONG! This is the point where many boards get themselves into trouble"We have our cost -because they have a budget based estimate, schedule, on current dollars: which does not start date, and include contractor’s risks or owner’s approved plans. risks (which equals owner’s cost). Let’s look at "costs" that you do not have in Our budget is set your budget at this point; and we are ready to

go, right? WRONG!"

MAINTENANCE 1. Inflation: If you are going to start the project within a few months, this is not a major factor. If you are a year or more out, this could add 2% to 4% to the project cost per year– up to $10,000 on a $250,000 project in the first year. This is a contractor risk and will be included in the contractor’s bid – at the time they submit the bids – but is likely NOT included in your current budget.

2. Escalation: These are industry specific cost increases that are above and beyond inflation. The construction industry in general has experienced unusually high escalation during the recovery from the recession of 2007-2012. Roofing repair, for example, has increased as much as 50% over the past three years alone. Again, this will only be a factor if the project is not starting in the near term and will vary depending on the scope of the project. This could add an ADDITIONAL 2% to 4% to the project cost in the first year – another $10,000 based on today’s construction market. Again, a contractor risk that will be included in their bid but is likely NOT included in your current budget.

3. Contractor’s contingency: When a contractor does his bid he knows that some items will fall through the cracks – they are simply missed; a reality of life. Since he will be responsible for completing the project whether he missed a scope item or not, the contractor will usually include 2% to as much as 10% of the hard costs (direct labor, material, and subcontractor costs) depending on the scope and nature of the contract. This will be included in his bid but, unless specifically included by the architect or contractor in your budgetary estimate, NOT included in your budget.

4. Schedule driven costs: If yours is not a "business as usual" schedule, there may be costs associated with the modified schedule – overtime, shift work, phased execution, etc. Again, a contractor cost that will be included in their bid but it is likely NOT included in your current budget. The above four items represent the more common contractor costs that may not be included in a preliminary budget estimate but will be included in the bids submitted by contractors during the bidding process. So, we now have a quality budget, right? Guess again! Your selected contractor will be responsible for the full scope of work including all of the above costs. But there are other costs that are not included in lump sum contracts and fall to the owner’s side of the slate. These are aggregated into an owner’s contingency that is a critical component of your final budget. The most common name for this culprit is "Change Orders" but that is far too generic as they represent anything that can come from conditions that are unknown at the time the contract is signed. These unknown conditions are broken into two categories – UNKs (unknowns) and UNK-UNKs (unknown unknowns).

1. UNKs are things that you are aware of but cannot accurately quantify like wood replacement on a roofing project. You know that some sheathing needs to be replaced and you can see that some damaged fascia needs to be replaced but you do not know how much. It is critical that you identify, and estimate the cost of, as many UNKs for your specific project as possible PRIOR to signing a contract. I strongly

"...there are other costs that are not included in lump sum contracts and fall to the owner’s side of the slate." CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

MAINTENANCE recommend that you engage a professional to help in this process. A qualified contractor or professional construction manager can bring much value here.

2. UNK-UNK’s. These are things that

With diligence and a little professional help you can develop a budget that will help you accomplish your ultimate goal – NO SURPRISES!!

may jump up and bite you but you don’t have any idea what they are. This list needs to be absolutely MINIMIZED as the UNK-UNKs can have catastrophic impacts. I saw a $350k wood deck repair project turn into a $1.4mm project when the city decided to require a full code upgrade in lieu of replacing like for like. Best to sit with a professional and brainstorm what these might be for your particular project and either eliminate them as possible gotcha’s or include an allowance for them in the list of UNKs. Some likely culprits that you will want to flush out are: a. Mold, lead, asbestos, or other sources of contamination b. Non-code compliant construction that will need to be upgraded c. Existing site conditions that will impact your project – unstable soils, rotted or termite damaged wood, inadequate construction, other unknown existing conditions d. Changes in environmental law that may impact the project e. Need to upgrade for ADA compliance

Quorum October, 2017

f. Embargos, strikes or other potential labor related events g. Potential material shortages h. A nything else that is unique to your particular project – for example, the cost of oil for asphalt based projects – composition roofs, paving, etc.

So what sort of owner’s contingency is appropriate? That is analogous to asking how long a string is. Depends! For a simple project with a clear scope in a newer community – painting, for example – an owner’s contingency in the range of 5% may be appropriate. Wood repair or waterproof deck reconstruction in an older community could easily require as much as a 25% owner’s contingency to deal with the potential cost surprises during the project. If you have a clear scope and schedule for your project and a budgetary estimate that includes inflation, escalation, and contractor’s contingency for that scope, it is simply a matter of quantifying those things that fall to the owner’s cost side of the project. With diligence and a little professional help you can develop a budget that will help you accomplish your ultimate goal – NO SURPRISES!! Dan Stites is a degreed and licensed Professional Engineer with over 35 years of experience in the construction industry. He also holds C-39 Roofing and Waterproofing and “B” General Building Contractor licenses and has completed graduate studies in business at Rice University and Thunderbird School of Global Management.

WATER WISE

Fall is the Best Time to Update Desert-Friendly Landscape Coachella Valley Water District

f summer weather has scarred your garden and it needs refreshing, or if you want to update your landscape, fall is the ideal time to start. October through mid-November is the most important planting season of the year. New plants can develop roots when the soil is warm before cooler temperatures in late fall and winter slow plant growth. Don’t know how to start or what to plant? A Coachella Valley Water District publication, “Lush and Efficient,” is your best guide. Since its first edition was published in 1988, it’s been the premier choice for Coachella Valley gardeners, novice to expert. It tells how and why desert gardening is different, discusses waterefficient irrigation, lists and explains the characteristics of hundreds of desert-appropriate plants, reviews gardening chores by the month, and includes a handy list of web site, book and public garden resources. To see the 2016 revised edition online, click on “Conservation” at www.cvwd.org. On the same page you will also see “Desert-Friendly Plants,” a photo illustrated searchable database of more than 300 plants that grow well in the Coachella Valley. You can find many of them at local nurseries. You can learn more about desert gardening and how to save money and water at two upcoming free waterwise conservation events supported by CVWD:

Quorum October, 2017

12TH ANNUAL DESERT GARDEN COMMUNITY DAY What: Workshops, talks, demonstrations, kids activities, plant sale, movie When: 8:30 a.m.-4 p.m. Saturday, Oct. 28

Where: UCR Palm Desert, 75080 Frank Sinatra Drive, Palm Desert Hosts: Desert Horticultural Society of the Coachella Valley, UCR Palm Desert, UC Cooperative Extension and Master Gardeners. Cost: Free

Information: www.deserthorticulturalsociety.org

IRRIGATING LANDSCAPE TREES

What: Learn how to help trees recover from drought damage

When: 5:30-7 p.m. Wednesday, Nov. 8

Where: CVWD Steve Robbins Administration Building, 75515 Hovley Lane East, Palm Desert

Cost: Free

Information:

www.cvwd.org/conservation, (760) 398-2651. Other clicks there will take you to information about rebates for eliminating your grass and other conservation issues related to desert landscape.

ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP...............................................................2

ASPHALT

CAI-CV

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners Micha Ballesteros, Flood Response Rodney Bissell, Bissell Design Studios Inc. Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC Linda Cardoza, Alliance Association Bank

AMS PAVING................................................................................35 ASPHALT MDâ&#x20AC;&#x2122;S..............................................................................6 DIVERSIFIED ASPHALT PRODUCTS...............................................3 NPG ASPHALT..............................................................................22

ATTORNEYS EPSTEN GRINNELL & HOWELL, APC..............................................4 FIORE RACOBS & POWERS, A PLC................................................6 GREEN BRYANT & FRENCH, LLP..................................................19 GURALNICK GILLILAND & KNIGHTEN..........................................24 LAW OFFICE OF PEGGY REDMON................................................38 PETERS & FREEDMAN, LLP ........................................................31

BANKING MUTUAL OF OMAHA BANK..........................................................19

Rick Cech, Western Pacific Roofing Corporation

CONSTRUCTION

Tiffany Christian, Epsten Grinnell & Howell, APC

CBCI.............................................................................................31

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 Alison LeBoeuf, PrimeCo Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Vintage Associates Mike Murrell, Farmers Insurance - Mike Murrell Agency 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 Kymberli Taylor-Burke, NPG Asphalt Jolen Zeroski, Union Bank Homeowners Association Services

COMMUNITY MANAGEMENT MILLENNIUM COMMUNITY MANAGEMENT LLC..........................24

ELECTRIC & WATER COACHELLA VALLEY WATER DISTRICT.................................31, 38

GATES & GARAGE DOORS AUTOMATION PRIDE......................................................................2

LAKE MAINTENANCE DWI..............................................................................................13

LANDSCAPING CONSERVE LANDCARE................................................................38 PRO LANDSCAPING.....................................................................15 RGA LANDSCAPE ARCHITECTS, INC............................................13 SUNSHINE LANDSCAPE...............................................................31 WATERRITE - VINTAGE ASSOCIATES, INC.....................................2

PEST CONTROL FRAZIER PEST CONTROL, INC.......................................................2 POWERFUL PEST MANAGEMENT................................................15

POOL PLASTERING AND WATER PURIFICATION PURIFIED POOL WATER.................................................................2

ROOFING BRS ROOFING..............................................................................31 ROOF ASSET MANAGEMENT.........................................................2 SUNTECH CONSULTING & ROOFING............................................15 WESTERN PACIFIC ROOFING.......................................................38

SECURITY AMS SECURITY............................................................................22 BAI BARCODE AUTOMATION, INC................................................39 CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

760-250-6232

Peggy@PeggyRedmonLaw.com

Contractors Lic. # 235717

WESTERN PACIFIC Roofing Corporation

Since 1949

“Complete Roofing Services” 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

YOUR HOA CAN BE OUR NEXT COVER JULY 201 7

Coachella Va

lley Comm

NO COST

unity Assoc

iations Ins titu

te Magazin

Rancho M Racquet C irage lub

TO YOU

ROA DS, ROO

FS AND RES

ERV ES

EVERY COVER energize CAI-CV wi to seek CAll energize our me HAS educat A eSTORY. elevate themselv I education to ele mbers es & va TELL US YOURS!the CID industry. te MUST BE CAI-CV MEMBER IN GOOD STANDING

CONTACT THE CAI-CV OFFICE

14 Why a Cool Roo f System? 18 On a Long Des ert Highway Cool Win ... 20 Protecti d in My Hair ng Your Roo 26 Interloc f Investm king Pave ent rs - Using Engineering Ancient , Modern and High Technolo Indu gy stry Stan 30 Capital Improvemen dards ts vs. Reserve Expense s 34 Concret e and Clay 38 How Roof Tile a Reserve s Study Protects Owner Valu 40 Save e a Lot Thro ugh Prev Maintence entive of Asphalt Paved Are as

(760) 341-0559

admin@cai-cv.org

Quorum October, 2017

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 Learn more about CVWD’s rebate & discount program at www.cvwd/org/rebates

Stay connected with us! (760) 398-2651 www.cvwd.org

BARCODE AUTOMATION AUTOMATIC VEHICLE IDENTIFICATION Barcode Automation, inc. is the most reliable, convenient, and affordable solution for hands-free vehicle identification at gated entrances. Our system is guaranteed to identify vehicles traveling up to 25mph instantly and automatically. Once properly installed there’s nothing for your residents to remember or do but drive! 10 year equipment cost for 3 entrances and 650 homes: Barcode Automation system: $42,760.57 Clear headlamp radio system: $74,500.00

Barcode Automation Black on Black Decal

And because our system uses advanced laser technology, not only is it more affordable - it’s also more reliable. High end window tints, vehicle electronics, xenon headlamps, and weather have no effect on our laser barcode technology! When seeking quotes for your gate system, specify you want Barcode Automation to save time and money!

th ® Barcode Automation, inc.

Decals come in 30 color combinations and can be customized

Anniversary

www.Barcode-Automation.com

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

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

GREEN IS FOR LOCAL EVENTS

CAI-CV UPCOMING EVENTS

OCTOBER

NOVEMBER CONT.

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 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

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

DECEMBER

CAI-CV Holiday Open House & Charity Event (for all members) WHEN: Friday, December 1, 2017, 5:30 p.m. WHERE: Palm Valley Country Club – FREE Pasta Night Dinner, Dancing CAI-CV Board Member Workshop (BMW) (for homeowner leaders) WHEN: Friday, December 1, 2017, 3:00 p.m. Registration OACHELLA WHERE: Palm Valley Country Club – Join us afterward for I C VA a FREE Pasta Night Dinner, Dancing CA 7 CAI-CV’s Manager on the Run (MOTR) (for managers) WHEN: Friday, December 8, 2017, 8:30 a.m. WHERE: Flood Response, Thousand Palms 20

JANUARY

7 AY

CAI-CV Awards & Monte Carlo Night WHEN: Friday, January 26, 2018, 5:30 p.m. WHERE: Agua Caliente Casino Resort Spa

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’s M204 Course WHEN: Thursday – Friday, November 16-17, 2017 WHERE: Santa Ana

NOVEMBER

TOBER 27

, 2

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