March Quorum 2020

$4.95

MARCH 2020

MARCH 2020

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW FRIDAY, MARCH 6, 2020 HOA MAINTENANCE FEATURING 10 Indio Springs RV Resort (Happy Wanderer) 20 CAI Coronavirus Statement 26 Materials - Good, Better, Best….

40 How to Prepare for SB323

MAKING [COMMUNITY]

HAPPEN Secure your community’s future with national resources and local expertise.

Associa Desert Resort Management is uniquely positioned to help your community accomplish any goals. Top-tier management, comprehensive maintenance and a customizable menu of additional services ensure your community thrives, and our local, qualified staff are committed to being your trusted advisors every step of the way.

CONTACT US TODAY! John Walters-Clark, CMCA®, AMS® Director of Marketing/Business Development 42635 Melanie Place | Suite 103 Palm Desert, CA 92211 | 760.610.7696 jwalters-clark@drminternet.com

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Quorum March, 2020

Fiore racobs & Powers

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A PROFESSIONAL LAW CORPORATION

RESIDENTIAL & COMMERCIAL SERVICES:

A FULL-SERVICE LAW FIRM DEDICATED TO THE SUCCESS OF COMMUNITY ASSOCIATIONS SINCE 1973

• Water & Sewage Extraction • Reconstruction / Remodel • Drying & Dehumidifcation

• Smoke & Odor Removal • Mold Remediation • Fire Damage Clean-Up

30 YEARS EXPERIENCE

FRIENDLY

> Legal Opinions > Enforcement > Governing Document Amendments > Contract Review > Assessment Collections > Litigation > Elections/Annual Meetings > General Legal Services THE RECOGNIZED AUTHORITY IN COMMUNITY ASSOCIATION LAW

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ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP.............................................42

ASPHALT AMS PAVING................................................................43 ASPHALT MD'S..............................................................6 NPG ASPHALT................................................................4

ATTORNEYS BEAUMONT TASHJIAN.................................................42 COMMUNITY LEGAL ADVISORS INC............................13 FIORE RACOBS & POWERS, A PLC................................3 GREEN BRYANT & FRENCH, LLP....................................6 GURALNICK & GILLILAND, LLP....................................35

BANKING CIT...............................................................................13

CONSTRUCTION VANTAGE POINT CONSTRUCTION INC.........................15

DESIGN BISSELL DESIGN STUDIOS, INC...................................41

GATES & GARAGE DOORS AUTOMATION PRIDE......................................................3

LAKE MANAGMENT DWI..............................................................................43

LANDSCAPING

Licenses #664779

CONSERVE LANDCARE ...............................................18 PRO LANDSCAPING, INC..............................................42 PWLC II, INC. ..............................................................35 VINTAGE LANDSCAPE....................................................3

MANAGEMENT COMPANY ASSOCIA DESERT RESORT MANAGEMENT...................2 GRANDMANORS..........................................................21

PAINTING

Asphalt R&R

FLANDERS PAINTING INC............................................43

New Paving Construction

PEST CONTROL

ADA Compliance Service

CARTWRIGHT TERMITE & PEST CONTROL, INC............4 POWERFUL PEST MANAGEMENT................................18

Grinding & Pulverizing

POOLS

Overlays & Fabric Installs

GARDNER OUTDOOR AND POOL REMODELING...........18

RESERVE STUDIES

Seal & Striping

ADVANCED RESERVE SOLUTIONS, INC. .....................35

RESTORATION

Concrete R&R

FLOOD RESPONSE.........................................................3

ROOFING BRS ROOFING, INC. .....................................................42 WESTERN PACIFIC ROOFING.......................................18

SECURITY PATROL MASTERS.......................................................35 Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW

4

Quorum March, 2020

So-Cal: 951.940.0200 Desert Division: 760.320.9600

WATER CV WATER COUNTS.....................................................42

CONTENTS

2020 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Green Bryant & French, LLP

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

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

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

10

DEA FRANCK, ESQ.

CAI-CV

EDUCATED BUSINESS PARTNER

Epsten, APC

JAY JARVIS, CMCA, CCAM

Community Manager, Portola Palms Homeowners Association

20

26

BRUCE LATTA, CMCA Parc La Quinta HOA

MARNE LOGAN, CCAM

The Management Trust Desert Division

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

KUMAR S. RAJA, ESQ. Tinnelly Law Group

MIKE REY

CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

SUSAN BROWNE ROSENBERG

CAI-CV

EDUCATED BUSINESS PARTNER

Desert Cities Indoor Air, LLC

STEVEN SHUEY, PCAM

Personalized Property Management

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

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

HOLLY SMITH, CMCA, AMS

PowerStone Property Management CREATIVE DIRECTOR & GRAPHIC DESIGNER CAI-CV

EDUCATED BUSINESS PARTNER

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

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

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

Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press. Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, (760) 345-0559.

40

FEATURES 10

Indio Springs RV Resort (Happy Wanderer)

By Marne Logan, CCAM

20 CAI Coronavirus Statement

By CAI National

26 Materials - Good, Better, Best….

Do You Know What Materials You Signed up For?

By Chris Sigler, B.S.C.E., CDT

40 How to Prepare for SB323

By Corbin Barrett CAI-CV.org

facebook.com/CAICV

@CAI-CV

5

CAI-CV

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners

A FULL SERVICE LAW FIRM

Providing Practical Approaches in: CC&R Interpretation, Drafting and Enforcement Opinion Letters Contract Drafting and Negotiation Civil Litigation Assessment Recovery 75100 Mediterranean Palm Desert, California 92211

www.gbflawyers.com

| 760.565.5889

Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Rodney Bissell, Bissell Design Studios, Inc. Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC Kimberly Burnett, DSI Security Services Linda Cardoza, Alliance Association Bank Will Cartwright, Cartwright Termite & Pest Control, Inc. Todd Chism, PatioShoppers Tiffany Christian, Epsten, APC Adam Eves, EmpireWorks Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten, APC Julie Frazier, Frazier Pest Control, Inc. Elaine Gower, The Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, O'Connell Landscape Maintenance Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., Green Bryant & French, LLP Megan Kirkpatrick, Kirkpatrick Landscaping Services Jared Knight, Vista Paint Corporation Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, Sherwin-Williams Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Vintage Associates Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, Union Bank Homeowners Association Services

Become an Educated Business Partner 6

Quorum March, 2020

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

CONTENTS

2020 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS MIKE TRAIDMAN PRESIDENT

Mira Vista at Mission Hills HOA CAI-CV

EDUCATED BUSINESS PARTNER

Prendiville Insurance Agency

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

CAI-CV

JOLEN ZEROSKI, CMCA TREASURER

CAI-CV

DEA FRANCK, ESQ. SECRETARY

EDUCATED BUSINESS PARTNER

EDUCATED BUSINESS PARTNER

Union Bank

Epsten, APC

CARDINAL AMBROSE, CMCA, AMS, PCAM DIRECTOR

Associa Desert Resort Management CAI-CV

EDUCATED BUSINESS PARTNER

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR RealManage

LONI PETERSON, CMCA, AMS, PCAM DIRECTOR

Associa Desert Resort Management

STEVEN SHUEY, PCAM DIRECTOR

Personalized Property Management

LOUISE STETTLER DIRECTOR

36

22

MATT LAWTON, CIC, CIRMS PRESIDENT-ELECT

CHAPTER NEWS

DEPARTMENTS

6 CAI-CV Educated Business Partners 9 CAI-CV New & Renewing Members 19 Community Association Civility Pledge 24 Education Tops the List of 2020 Board Priorities

8 President’s Message

By Steven Shuey, PCAM, CCAM

25 Welcome Aboard

ProTec Building Services

By Grace Paluck, CamEx, CCAM

25 Meet the Board

Matthew Lawton, CIC, CIRMS

By Jay Jarvis

29 Time Honored

Bridget Nigh - Dun-Edwards Paints

By Grace Paluck, CamEx, CCAM

44 2020 Corporate Sponsors

Palm Desert Greens Country Club HOA

CAI Coachella Valley Office 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org CAL LOCKETT 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.

13 CLAC Update 16 Landscaping

Why Lakes Die!

By Patrick Simmsgeiger

27 CLAC Advocacy Report 28 Pools

How Can a Pool Remodel Affect Your Pool Lighting?

By Mark Feldstein

30 Security

Preventing Home Burglaries

By Tim Albert

Titanium/Platinum Spotlights 14 Cartwright Termite 33

& Pest Control, Inc. C.L. Sigler & Associates Inc.

EVENTS

Water Wise 38 CVWD Announces New

22 CAI-CV Educational Lunch Program & Mini Trade Show - Ask the Attorney

Friday, February 21, 2020

39 CAI-CV Best Practices

31 Trees for Tomorrow Workshop

Rebates for Washing Machines and Hot Water Pumps

By CVWD Sample Board Resolution

April 14, 2020, UCR Palm Desert

36 CAM DAY 2020

February 7, 2020

44 Upcoming Chapter Events

CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

FROM THE CHAPTER

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

C

AI-CV continues to elevate the common interest development (CID) industry with outstanding educational opportunities for our members. On Saturday, February 1st, we hosted our first Board Basic Training class designed to provide new board members basic instruction on HOA governance. Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC) taught the three-hour class. The classroom was packed with 50 association board members attending. Thank you, Julie, for sharing your outstanding teaching capabilities with our boards. On February 4th, we had another board workshop that tackled the issue of rogue board members. Thanks to Kumar Raja, Esq. (Tinnelley Law Group, APC) and Holly Smith (Associa Desert Resort Management) for being our guest speakers. This was a class I wish every board member could have attended. See page 24 for highlights. For managers and assistant managers, we had our first ever CAMDAY on February 7th at Villa Portofino in Palm Desert. This all-day program was very well received and offered participants five continuing education units (CEUs) for attending. See page 36 for more details.

Our February 21st Educational Lunch Program & Mini Trade Show, the annual Ask the Attorney program was excellent, and included guest speakers Matt Ober, Esq., CCAL (Richardson|Ober|DeNichilo, LLP), Jeff French, Esq. (Green Bryant & French, LLP), and Michael Knighten, Esq. (Knighten & Parlow, PC). Thank you to these fine gentlemen for their time and expertise. Please see page 22 for photos from the event.

Our next Educational Lunch Program & Mini Trade Show will be held on March 6th at Palm Valley Country Club. The new Accessory Dwelling Unit (ADU) Legislation and its impact on Coachella Valley HOAs is the topic. Dea Franck, Esq. (Epsten, APC) will be our guest speaker.

CAI-CV is offering CAI’s M-206 (for managers) on financial management at the CAI-CV office on Friday, March 13th. We have a special “soft skills” program for assistant managers scheduled for Friday, March 20th, taught by HOA attorney, Cang Le, Esq., Partner, Angius & Terry, LLP. On Friday, March 27th, we will hold our next Board Member Workshop at Shields Date Garden’s auditorium at 3:30 p.m.

The workshop will be a special “Ask the Attorney” program with guest speakers, Jeff Beaumont, Esq. and Lisa Tashjian, Esq. (Beaumont Tashjian). After the workshop, all members are invited to CAI-CV’s annual wine tasting, Corks for CLAC event, also at Shield Date Garden at 5:30 p.m. You will enjoy an evening under the stars with a fantastic silent and live auction. The food is great!

CAI’s Day at the Capitol will take place at the end of the month, March 30th and 31st. All members are invited to come to Sacramento with us and participate in our lobbying activities as we work to educate lawmakers about our industry. All our members should mark their calendars for our Annual Spring Golf Tournament that will be held at Desert Princess on Friday, April 24th. PCAM managers, please add Friday, April 30th to your calendars for our first-ever PCAM Social, where we will honor your PCAM achievement and raise a little money for the CAI-CV Carol A. Fulton Scholarship Fund.

You can access information about all of CAI’s events online at www.cai-cv.org or by calling the office at (760) 341-0559. Don’t forget to download the Chapter app, which makes signing up for CAI-CV events easier than ever.

I hope you all have a wonderful March!

Mike Traidman

Mike Traidman, Mira Vista at Mission Hills HOA

8

Quorum March, 2020

CAI-CV NEW & RENEWING MEMBERS

CAI-CV NEW & RENEWING MEMBERS NEW NATIONAL MEMBERSHIP CLICKPAY

NEW BUSINESS PARTNERS EMPIRE TECHNOLOGIES GROUP, INC. Nathan Estrada (909) 466-1316 nathan@empiretechs.com GDNC INC. DBA GLS LANDSCAPING SERVICE Ernesto Gutierrez (760) 329-7207 gls.gdnc@gmail.com IVAN'S PAINTING & MAINTENANCE Raul Castillo (760) 507-9980 ivan@ivansptng.com JAIN IRRIGATION, INC. Michael Palumbo (909) 637-7181 mpalumbo@etwater.com NLB CONSULTING Lee Bothe (760) 323-7475 lee@nlbconsultingfirm.com TESERRA James Harebottle (760) 398-9222 jimh@teserraoutdoors.com TOTAL MERCHANT SERVICES OF P.A. David Daurizio (610) 328-5262 dave@tmsofpa.com

RENEWING BUSINESS PARTNERS ANIMAL PEST MANAGEMENT SERVICES, INC. Dan Fox (909) 591-9551 dfox@animalpest.com ASPHALT MD'S Gary Butler (760) 863-4500 gary@asphaltmds.com BEHR & KILZ PAINTS & PRIMERS Tim Hoss (714) 365-7427 thoss@behr.com

BEN'S ASPHALT, INC. Teri Braden (714) 231-0100 teri@bensasphalt.com CFR PATIO FURNITURE REPAIR & RESTORATION Andrew Madrigal (909) 397-0050 info@cfrpatio.com CREATIVE LIGHTING & ELECTRICAL, INC. Anthony Spinuzzi (909) 466-1200 anthony@clewire.com FIORE, RACOBS & POWERS, A PLC Julie Balbini (760) 776-6511 jbalbini@fiorelaw.com G4S SECURE SOLUTIONS USA Brandon Joffe (714) 809-5936 brandon.joffe@usa.g4s.com KASDAN, LIPPSMITH, WEBER, TURNER, LLP Ritchie Lipson (949) 906-9220 rlipson@kasdancdlaw.com MARIPOSA LANDSCAPES, INC. David Hall david.hall@mariposa-ca.com MCDONNELL ROOFING, INC. Lauri Williams (714) 844-2814 lauri@mcdonnellroofing.com MCKENZIE RHODY, LLP Daniel Ryan (415) 637-4859 dryan@mrcdlaw.com SEGAL INSURANCE AGENCY, INC. – FARMERS INSURANCE GROUP Steven Segal (800) 345-8866 steve@segalins.com

RENEWING MANAGEMENT COMPANY MEMBERSHIP PRIME ASSOCIATION SERVICES Shelie Xanthos (800) 706-7838 sheliexanthos@theprimeas.com

NEW MANAGER MEMBERSHIPS Mark Geyer (760) 895-7615 markdgeyer487@gmail.com

THE MANAGEMENT TRUST, DESERT DIVISION Shawnna Carr (760) 574-0190 ShawnnaCarr2015@gmail.com

Shawn Snook (760) 328-6045 Ext. 115 shawn.snook@icloud.com

Angie Hill (760) 578-6962 angie.hill@managementtrust.com

Sarah Tramp (970) 571-2578 stramp78@gmail.com

Marne Logan (760) 340-1703 Ext. 6298 marne.logan@managementtrust.com

ASSOCIA DESERT RESORT MANAGEMENT Jesse Barragan (760) 345-4349 Jesse.Barragan@associa.us THE MANAGEMENT TRUST – NORTHERN CA DIVISION Andrea Fidler (760) 322-1907 afidler@desertprincesscc.com

RENEWING MANAGER MEMBERSHIPS ALDERWOOD RESORT MANAGEMENT James Crawford (909) 866-6531 Ext. 405 scrawford@lagonitalodge.com ASSOCIA DESERT RESORT MANAGEMENT Dana Brown (760) 324-1873 dbrown@drminternet.com Carolyn Chesnut (760) 346-1161 cchesnut@drminternet.com Bobbie Happ Gloria Kirkwood (760) 772-2092 gkirkwood@drminternet.com David Lawrence (760) 346-1161 dlawrence@drminternet.com

NEW VOLUNTEER LEADERS SHADOW MOUNTAIN FAIRWAY COTTAGES Ann Habeger Bob Hoene Linda Kluy Camille Oordt Shelia Raczynski Linda Stevens

RENEWING VOLUNTEER LEADERS Sally Armitage MOUNTAIN VILLAS HOA Leslie Gail Boeckel Laura Luciano Lisa Olson Karen Powell Greg Sofos SHADOW MOUNTAIN FAIRWAY COTTAGES Bobbi Anthony Peter Breikss Sue Carney Brad Czarske Janet Czarske David Sauve SUN CITY SHADOW HILLS Kim Fuller Robert Israel Bruce Marley Fera Mostow

Julie Mogolis (760) 346-1161 Ext. 144 jmogolis@drminternet.com Bill Overton (858) 886-6655 woverton@drminternet.com Brandi Wilson (949) 257-7707 bwilson@drminternet.com

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9

FEATURE

T Indio Springs RV Resort (Happy Wanderer)

By Marne Logan, CCAM

10

Quorum March, 2020

he Indio Springs RV Resort, as it is known today, began as the vision of Stephen and Norriene Breitfeller back in 1972. Their concept of a first-class country club style recreational vehicle (RV) park was uniquely developed with expansive lawns, winding waterways, two clubhouses and many amenities.

The resort was proudly named “Happy Wanderer” and was recognized with the highest 5-star rating in "Woodall's Trailer Travel." Indo Springs is located in the City of Indio at 85250 Indo Springs Parkway, adjacent to the Fantasy Springs Casino.

The park is on 31 acres of old seabed that is 16 to 28 feet below sea level, providing a perfect environment for its beautiful ponds and lush landscaping.

The lovely park-model homes and RV spaces are built around a series of waterways that meander through the resort.

At the center of the community is an island that houses the main clubhouse.

Residents enjoy a plethora of amenities including volleyball, pickleball, horseshoes, pitching-putting-chipping greens, and shuffleboard. There are two pools, a large recreational pool and spa, and a smaller saltwater pool. Indoors, they have a multi-craft room, library, card room,woodworking shop, laundry facilities and a fully equipped kitchen.

The main clubhouse ballroom can host up to 645 people for dances and 344 seated for dining events. Indio Springs has their own band that provides live music for community dances, which is great fun. At Christmas, my husband and I attended an evening dance and toy drive to support disadvantaged children in the Coachella Valley. The toy drive is one of many charitable events in the park.

Indio Springs was fully built out in the late 70’s and the final lot sold in March of 1980. There are 460 spaces at the park and the assessments are a record-for-the-valley low of $195.00 a month. Owners check in with the HOA office and stay in the park for up to nine months each year and if owners want to

FEATURE

"There are two pools, a large recreational pool and spa, and a smaller saltwater pool.

Indoors, they have a multi-craft room, library, card room, woodworking shop, laundry facilities and a fully equipped kitchen."

CAI-CV.org

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11

rent, their tenant may stay up to six months in a calendar year.

To keep costs down on utilities, the water for the waterways originates from the Colorado River and arrives in the park through an aqueduct system. The water is used for irrigation of all landscaped areas as well as supplying water to the lakes and waterways to keep the koi, carp, and several other species of fish happy and healthy.

Drinking water comes from the City of Indio.

Fantasy Springs Resort Casino is next door and open 24 hours a day providing fun and dining just a short walk from the park. The community is also close to parks, recreation, polo grounds, tennis gardens, world-class golf. Restaurants and plenty of shopping are also nearby.

Residents overwhelmingly report the resort as friendly, with a great sense of community. Comments include, “an awesome lifestyle with lots of fun activities." "The resort is a great place to enjoy your winter and become part of a community‌a place where neighbors become lifelong friends.â€?

The seven-member Board of Directors is led by President Lynne Dressler, who has a long tenure serving the community.

Multiple standing committees support the board and include the Aesthetics, Beautification, Maintenance, Elections, Preparedness, Safety, Technology, and Waterways Committees. Indio Springs also has a 70-person Social Activities Committee with 20 sub-committees and a staff person that helps keep the park activities well-organized.

Indio Springs utilizes CAI business partners including Frazier Pest Control.

They are managed by The Management Trust. Their General Manager is me, Marne Logan, CCAM. If you would like more information about Indio Springs, I would love to talk with you.

Marne Logan, CCAM, is a community association manager for The Management Trust Desert Division. She can be reached at (760) 340-1703, or by email to marne.logan@managementtrust.com.

12

Quorum March, 2020

California Legislative Action Committee (CLAC)

UPDATE The Legislature is up and running at full speed. The deadline to introduce legislation for 2020 was February 21 and more than 2,000 bills have been introduced and are now being reviewed by the California Legislative Action Committee (CLAC) and the local Legislative Support Committees (LSCs). CLAC is also working diligently on legislation to clean up the election bill, SB 323, and to provide clarity to AB 2912, the electronic notification of members, and liens for collection assessments. CLAC is certain this will be a busy year!

CLAC is inviting all CAI members to join them in Sacramento for CAI-CLAC Legislative Day in the Capitol, scheduled for March 30-31.

CAI-CV will host a dinner at the famous “lobbyist” restaurant, Frank Fats, in downtown Sacramento on Sunday night, a great way to start the CLAC Legislative Days in the Capitol.

Registration for the Legislative Days can be found on the CLAC website at www.caiclac.com.

Please also notify the CAI-CV office if you plan to attend.

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2020 TITANIUM SPONSOR SPOTLIGHT CAI-CV

14

Thank you to Cartwright Termite & Pest Control, Inc. for their generous support of CAI-CV! Quorum March, 2020

Attention All CAI-CV Members

SAVE THE DATE Tuesday, April 14, 2020, 8:00 a.m. to 3:00 p.m.

UC RIVERSIDE & CAI-CV

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

ACCESSORY DWELLING UNITS GUEST SPEAKERS Dea Franck, Esq. Epsten, APC

Tim Flanagan, Esq. Berding & Weil, LLP

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

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

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

FRIDAY, APRIL 10, 2020, 11:15 A.M. TO 1:30 P.M. Palm Valley Country Club 39205 Palm Valley Dr, Palm Desert

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License # 473996

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

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Tad Black Regional Director of Field Services Associa OnCall Mike Mastropietro Director of Client Services OCBS Inc.

TOPICS

HOA Contracting & Insurance Using Professional Advisors Foolproof Project Management Preventing Budget Busters

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QUORUM COMMITTEE

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15

LANDSCAPING

Why Lakes Die!

By Patrick Simmsgeiger

S

ilt, by definition, is rock, mineral or clay fragments that are 1/20th of a millimeter in diameter or smaller. These tiny pieces of geology are easily moved by water flow, and quick to settle once the movement stops, depositing themselves in layers where the water slows. When a pond or lake is built, siltation begins with the first rain, especially when that precious wet stuff falls from the sky onto freshly disturbed soils. Next time you drive by a new pond, or a freshly renovated old one, look at the ruts cascading from top to bottom, where water sought the path of least resistance. What was in those ruts now sits beneath the surface of that body of water, or somewhere downstream of its prior resting spot. Over time, silt deposits can completely change the landscape of lakes and rivers, all the way down to our ocean deltas.

All things in nature have a lifespan, including lakes and ponds. Thousands of flood prevention sites were built by the Federal Government, in what was once the countryside around our cities. These were generally designed by the Army Corp of Engineers in the late 1950’s through the early 1970’s.

These dams were purposely overbuilt for each site; tall, straight, with lots of compacted soil. Their sole purpose was relieving pressure on nearby rivers and streams. During that era, the mission was to stop flooding in expanding cities and suburbs. Each dam was designed to capture excess flow from giant rain events and then slowly, release that roiling water in an orderly fashion. That’s what they did for many decades, and still do. Each of those reservoirs was built to have a fifty to sixty-year lifespan. Fast

forward and that is exactly where we are at now: the lifespan of many of these lakes is at an end.

Each lake’s lifespan is primarily determined by how much and how fast silt flows in, which follows the dictates of gravity to fill that lake. Nature wants to turn a lake into a pond, then to a marsh, and finally into dry land again. Inevitably, the question every lake owner must answer is, “How can we get the silt out?” or, “Should we oppose this conversion of our lake into land?” Once the strategic decision is made to save a lake or pond, then it remains to discover the best method to remove silt and decades of muck accumulation.

Job-one is deciding whether or not to remove the silt. Once you do your homework and the decision is "yes," then you need to quantify how much silt to remove. Today, community managers can hire a company for a reasonable fee to utilize sophisticated sonar equipment, survey the pond bottom, and establish a good estimate of how much silt is involved. This “mapping” can project the cubic yardage of silt to be 16

Quorum March, 2020

LANDSCAPING

"A NEW METHOD FOR SILT AND MUCK REMOVAL IS A LARGE VACUUM ON A BARGE. THIS METHOD LEAVES NO FOOTPRINT BEHIND AND SENDS THE WATER BACK INTO THE POND." removed, how deep it is, where it sits on the pond bottom, and what difficulties might exist. Then the owner can receive educated bids based on this advice.

Simply speaking, removing silt from a pond entails moving the dirt twice, often three times, before its final resting place is reached. For every cubic yard of silt removed, a cubic yard of room is generally made available. In one example, 1000 cubic yards was removed for a municipality, creating about 1,700,000 gallons of additional water capacity.

What is the best way to remove silt?

Talk to earthmovers and they will tell you to drain the pond and let it sit for months to dry up as much as possible before the guys with bulldozers come in to push your dirt to a new location.

Others will suggest removing the water, then get in there with a trackhoe or a bucket loader, and start at the edges and dig it up, load it into trucks and haul everything offsite.

A new method for silt and muck removal is a large vacuum on a barge.

This method leaves no footprint behind and sends the water back into the pond.

We all know how precious water is in the Coachella Valley. This new method also protects the lake liner. The muck removed is very fertile and can make a great island or mound somewhere close by if you want to avoid the added expense

of hauling it off the property. In several projects, the board decided to remove only the silt around the periphery of a pond and leave the deepest muck where it sits, making a new island. Decide what is the goal for your property, based on your mission, and your pocketbook.

With a lined pond, it makes sense to bring in the vacuum cleaner versus de-watering, waiting a couple months for the pond to dry, then have it re-lined for about $50k more per acre. Hauling the silt is expensive and it could be toxic as well. It makes sense to start off consulting a Certified Lake Manager. See www. nalms.org for a list of CLMs. Any time you are working with complicated issues like silt removal, CAI recommends using professional advisors.

Silty ponds and lakes are common today, especially in the desert where sand blows throughout the year. To maintain ponds and lakes in the desert, have a Certified Lake Manager evaluate your waterways periodically, and plan for silt and sediment removal every 10-20 years.

Patrick Simmsgeiger is President of DWI and is a Certified Lake Manager in California. He has been maintaining lakes since age 14. He manufactures and distributes products for bodies of water, maps water features, offers fish stocking, organic sediment removal, and provides daily care year-round for many clients in California and Arizona.

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17

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In high school, Mike was caught digging a pool behind the football field… by hand!Today he remodels pools!

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Lic #896061 C-53

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Quorum March, 2020

HAS YOUR HOA ADOPTED CAI'S CIVILITY PLEDGE?

talk.listen.respect. talk.listen.respect.

Community Association Civility Pledge Community Association Civility Pledge A commitment to fostering a climate of open discussion and debate, mutual respect, and tolerance between all who live in,ofwork and visit our A commitment to fostering a climate openin,discussion and community. debate, mutual respect, and tolerance between all who live in, work in, and visit our community.

1. We expect each individual, whether a resident, guest, board or committee member, community association manager, staff member, business partner, or contractor, be accountable forcommunity his or her 1. We expect each individual, whether a resident, guest, board or to committee member, own actions and words. association manager, staff member, business partner, or contractor, to be accountable for his or her own actions and 2. We believe allwords. interactions in the community should be civil despite any differences of opinion on a particular issue. We believe in finding common ground and engaging in civil of 2. We believe all interactions in the community should be civil despite any differences discussion about community issues important to each of us. opinion on a particular issue. We believe in finding common ground and engaging in civil discussion community issues each of us.

3. We vowabout to respect all points ofimportant view and to will strive to provide a reasonable opportunity for all to express their views openly—without attacks and antagonization.

We agree to keep ourfor 3. We vow to respect all points of view and will strive to provide a reasonable opportunity discussions focused on theopenly—without business issues atattacks hand, asand wellantagonization. as on the ideas and desired all to express their views We agree tooutcomes. keep our discussions on the issuesand at hand, as wellGet as on the ideas desired your outcomes.

4. We urge focused all residents tobusiness be engaged informed. to know yourand neighbors, board members, community meetings, join committee, or serve on theboard 4. We urgeand all your residents to be manager. engaged Attend and informed.

Get toaknow your neighbors, your board.

Understand the community’s rules, regulations, and covenants, and the value they add. members, and your community manager. Attend meetings, join a committee, or serve on the Ask questions, share your and vote. board. Understand theopinions, community’s rules, regulations, and covenants, and the value they add. Ask questions, your opinions, and vote.

5. We alsoshare encourage all residents to review Community Associations Institute’s (CAI) Rights and Responsibilities for Better Communities.

The principles laid out in the document can Rights serve as 5. We also encourage all residents to review Community Associations Institute’s (CAI) important guideposts for all those involved in our community: residents, guests, board and committee and Responsibilities for Better Communities. The principles laid out in the document can serve as members, community for association members, business partners, contractors. important guideposts all those managers, involved instaff our community: residents, guests,and board and committee Read more at www.caionline.org/RightsandResponsibilities. members, community association managers, staff members, business partners, and contractors.

Read at www.caionline.org/RightsandResponsibilities.

6. Wemore believe these commitments to civility, as well as engaged and informed residents, are a vital part of our shared goal of being a vibrant, thriving community.

6. We believe these commitments to civility, as well as engaged and informed residents, are a Thesepart commitments are guiding principles.

They are not governing or legally enforceable and do not vital of our shared goal of being a vibrant, thrivingdocuments community. give rise to penalties if they are not followed.

These commitments are guiding principles. They are not governing documents or legally enforceable and do not give rise to penalties if theycommitments are not followed.to civility, please sign and return the document.

If you agree with these

If you agree with these commitments to civility, please sign and return the document.

COMMUNITY ASSOCIATION NAME COMMUNITY ASSOCIATION NAME ADOPTION DATE ADOPTION DATE By the creation and adoption of the CAI Civility Pledge, the College of Community Association Lawyers (CCAL) recognizes the importance of civility in community association governance. Complete and email By the creation andto adoption of the CAI Civility Pledge, the College Community Association Lawyers your civility pledge government@caionline.org.

For questions, callof (888) 224-4321.

(CCAL) recognizes the importance of civility in community association governance. Complete and email your civility pledge to government@caionline.org. For questions, call (888) 224-4321.

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19

FEATURE

CAI Coronavirus Statement

By CAI National

C

AI is monitoring the outbreak of the COVID-19 coronavirus and its impact on community associations. We are encouraging CAI members, chapters, and the community associations industry in general—from homeowner leaders, community association managers, management company executives, and business partners—to follow the latest guidance and updates issued by the Centers for Disease Control and Prevention.

BACKGROUND The coronavirus is a family of viruses that can cause the common cold and more severe diseases such as COVID19. Symptoms of COVID-19, which can appear in as few as two days or as many as 14 days after exposure, can include fever, runny nose, cough, and breathing trouble.

Most develop only mild disease. But some people, usually those with other medical complications, develop more severe symptoms, including pneumonia, which can be fatal. There is currently no vaccine for COVID-19.

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"Communities, chapters, and businesses should take the appropriate measures to ensure a hygienic environment, including regular cleaning of common areas and meeting spaces, and refilling of soap and hand sanitizers."

As of late February, there have been nearly 82,000 confirmed COVID-19 cases and 2,770 deaths around the globe. Only 60 cases have been confirmed in the U.S. Compared to the seasonal flu, CDC estimates that so far this season there have been at least 29 million flu illnesses, 280,000 hospitalizations, and 16,000 deaths.

The CDC has recommended that travelers avoid all nonessential travel to China and South Korea and is suggesting postponing nonessential travel to Iran, Italy, and Japan.

If you think you have been exposed to COVID-19, contact your health care provider immediately.

PREVENTION Communities, chapters, and businesses should take the appropriate measures to ensure a hygienic environment, including regular cleaning of common

areas and meeting spaces, and refilling of soap and hand sanitizers.

The best way to prevent the spread of illnesses, such as COVID-19, seasonal flu, and other respiratory viruses and germs, is to practice everyday preventive actions, including: • Get a flu vaccine.

• Wash your hands often with soap and water for at least 20 seconds. If soap and water are not available, use an alcoholbased hand sanitizer.

• Avoid touching your eyes, nose, and mouth with unwashed hands.

• Avoid close contact with people who are sick.

• Stay home when you are sick.

• Cover your mouth or sneeze with a tissue, then throw the tissue in the trash.

FEATURE methods by which association members or association boards transact business in the absence of everyone gathering at the same time and location—some form of written consent, electronic meetings, or a vote outside a physical meeting.

In-person meetings are almost always preferred. Announcing and holding a meeting avoids questions about notice and due process. In addition, meetings allow for deliberation where proposals can be discussed, and minds changed.

Most online and electronic voting simply permits an up or down vote on a proposal.

There are circumstances in which a meeting is simply not possible, so it is worth considering what other options exist to transact business. Community associations should contact their attorney.

CLASSES AND EVENTS As of late February, CAI headquarters is planning to hold previously scheduled events and classes, and CAI chapters should plan to do the same.

CAI-CV will adopt the following at upcoming events: • Provide hand sanitizer at events • Create signage to remind people to cover their cough and wash their hands • Encourage leaders and registrants to stay home if they are sick and offer a free recap of the course via a Quorum Magazine article • Adopt a non-penalty cancellation policy for those who are sick and cannot attend.

CAI and CAI-CV will continue to monitor the developments closely. If you have questions, please contact the CAI-CV office at (760) 880-5717.

• Clean and disinfect frequently touched objects and surfaces.

• Follow CDC’s recommendations for using a facemask.

• CDC does not recommend that people who are well wear a facemask to protect themselves from respiratory diseases, including COVID-19.

• Facemasks should be used by people who show symptoms of COVID-19 to help prevent the spread of the disease to others.

The use of facemasks is also crucial for health workers and people who are taking care of someone in close settings (at home or in a health care facility).

GRANDMANORS DISTINGUISHED ON-SITE COMMUNITY MANAGEMENT

COMMUNITY ASSOCIATIONS In the event of a widespread outbreak in the U.S., community associations may wish to review state statutes and governing documents to determine whether it’s possible to conduct association business remotely. Generally, there are several

grandmanors.com | (435) 535-6498

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21

EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

February 21, 2020

Ask the Attorney

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FRIDAY, FEBRUARY 21, 2020

GUEST SPEAKERS MATT OBER, ESQ., CCAL RICHARDSON | OBER | DENICHILO LLP JEFF FRENCH, ESQ. GREEN BRYANT & FRENCH, LLP MICHAEL KNIGHTEN, ESQ. KNIGHTEN & PARLOW, PC

THANKS TO OUR PROGRAM SPONSORS MEMBERSHIP SPONSOR PRENDIVILLE INSURANCE AGENCY EXHIBITOR BOOTH SPONSORS ALAN SMITH POOL PLASTERING ALLIANCE ASSOCIATION BANK AMS PAVING, INC. BEN'S ASPHALT BERDING WEIL BRS ROOFING C.L. SIGLER & ASSOCIATES INC. CONSERVE LANDCARE DELPHI LAW GROUP, LLP DSI SECURITY SERVICES DUNN-EDWARDS CORPORATION EMPIRE TECHNOLOGIES EMPIREWORKS RECONSTRUCTION AND PAINTING EPSTEN, APC FLOOD RESPONSE GARDNER OUTDOOR AND POOL REMODELING GAUSTON CORP. HORIZON LIGHTING INC. NISSHO OF CALIFORNIA NLB CONSULTING NPG ASPHALT PACIFIC WESTERN BANK PATROL MASTERS, INC. PRECISION POOL TILE CLEANING PRENDIVILLE INSURANCE AGENCY PRIMECO ROOF ASSET MANAGEMENT ROSEMAN LAW, APC S. B. S. LIEN SERVICES SCT RESERVE CONSULTANTS SEACOAST COMMERCE BANK SUPERIOR ROOFING THREE PHASE ELECTRIC TINNELLY LAW GROUP UGMO TECHNOLOGIES UNION BANK HOA SERVICES VANTAGE POINT CONSTRUCTION VISTA PAINT CORPORATION WESTERN PACIFIC ROOFING RESERVED TABLE SPONSOR ASSOCIA DESERT RESORT MANAGEMENT TABLE PEN SPONSOR THE NAUMANN LAW FIRM

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CAI-CV Thanks These Communities for Supporting the California Legislative Action Committee's (CLAC's) Buck-A-Door Campaign!

ALIANTE INDIO INC. CATHEDRAL SPRINGS HOA CHALET PALMS OWNERS ASSOCIATION DAKOTA COMMUNITY ASSOCIATION DESERT FALLS MASTER ASSOCIATION LAKE MIRAGE RACQUET CLUB MONTEREY COUNTRY CLUB ASSOC., INC. MOUNTAIN VILLAS PALM COURT HOA PALM VALLEY HOMEOWNERS ASSOC. INC PALOMINO HOA PGA WEST FAIRWAYS PGA WEST II RESIDENTIAL ASSOC. PORTOLA COUNTRY CLUB RAMON ESTADOS HOA SMALL MOUNTAIN HOA SONORA WELLS SUMMERSET SPRINGS CONDOMINIUM ASSOC. SUNTERRACE HOA THE SPRINGS COMMUNITY ASSOCIATION VILLORRIO VILLAGE INC. 24

Quorum March, 2020

Education Tops the List of 2020 Board Priorities

By Steven Shuey, PCAM, CCAM

T

he Education Committee of the board of CAI-CV has put together more than 240 hours of education for CAI members in 2020. Education for managers and association board members tops the list. The Chapter started offering education to assistant managers in 2019, and these classes have been well received. And, CAI-CV continues to offer education to our business partners to help prepare them to be the professional advisors HOAs need to make wise decisions and avoid litigation.

On February 1st, we held our first-ever Saturday Board Basic Training. The classroom was filled to capacity for this three-hour program, which lasted a half-hour longer than anticipated. The class was taught by Julie Balbini, Esq., Senior Associate Attorney heading up the Palm Desert office with Fiore Racobs & Powers. Attendees received an overview of nearly every facet of being a community association board member. Evaluations came back overwhelmingly positive.

The same classroom session will be held again on Saturday, October 10th. You can sign up now for this fantastic basic board training course.

On the next Tuesday, Feb 4th, we filled the classroom once again with an education session about rogue board members.

This Board Member Workshop (BMW) was facilitated by Kumar Raja, Esq., Senior Attorney with the Tinnelly Law Group and Holly Smith, CMCA, AMS, a Community Manager with Associa Desert Resort Management. This interactive session was held in a game-show format that made it fun for all those in attendance.

Education remains a high priority for CAI-CV. Registration for the events will fill up very fast. Everyone interested should mark their calendar and register early.

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.

WELCOME ABOARD

Meet the Board

CAI-CV President-Elect Matthew Lawton, CIC, CIRMS

By Jay Jarvis

By Grace Paluck, CamEx, CCAM Welcome Aboard to CAI-CV new business partner, ProTec Building Services. ProTec is a general contractor who specializes in maintenance, repair and construction projects for homeowners associations. They were founded in 1996 and have been in business 24 years. Currently, they have nine offices throughout Southern California and Nevada. With 400 employees, ProTec has the manpower to take on even the toughest HOA projects. ProTec is a longtime member of CAI, and is active in the San Diego, Orange County, Los Angeles, Greater Inland Empire, Nevada chapters, and they are involved with CAI national.

In addition, they are active in CACM, Building Industry Association (BIA), NAHB, ECHO and Nevada Association of Community Managers. ProTech plans to open a new office in the Coachella Valley very soon. In the meantime, they look forward to meeting members of the Coachella Valley chapter at upcoming events and educational programs.

You can reach ProTec’s Executive Vice President, Andy Henley at (619) 572-3734 or by email at ahenley@protec.com or Business Relations Manager, Gina Roldan at (760) 415-6333 or by email at groldan@protec.com.

Grace Paluck is the Division Executive Vice President for The Management Trust.

She can be reached at (760) 776-5100 or by email at grace. paluck@managementtrust.com.

Matthew Lawton is a long-time member of the Community Associations Institute’s Coachella Valley Chapter and is this year’s President-Elect. Matt works for Prendiville Insurance Agency, which is the third largest Farmers Insurance Agency in the country. He has been working in the insurance industry for Matthew Lawton, CIC, CIRMS over 15 years and specializes in homeowner associations insurance. Not only has Matt earned the “Community Insurance and Risk Management Specialist” (CIRMS) designation and “Educated Business Partner” designation from CAI, he has also attained the “Certified Insurance Counselor” (CIC) designation from the National Alliance. The CIC designation is a comprehensive, five-year, commercial insurance program that covers all aspects of property and liability issues. Matt is the only insurance agent in California to have earned all of these designations.

Matt has lived in the Coachella Valley for over a decade, and spends his free time exploring the desert and mountain areas with his camera and dog, Dodger. You will often see Matt at one of our CAI-CV events with a camera draped over his shoulder. “I’m not a professional photographer, but I do enjoy taking pictures of people, places and things, and trying to capture the moment just right,” mentions Lawton. “I’m also quick to delete all of the bad pictures of people that I have taken,” Matt laughs.

When the topic of CAI comes up, Matt has nothing but praise. “Over the years, our Chapter has educated so many different homeowners, managers and business partners that today I feel that the HOAs in the Coachella Valley are much more in-tune with how to make their communities more enjoyable for all. That’s one of the reasons why I continue with my own insurance education via yearly classes, seminars, and conferences. I want to make HOA insurance easier for everyone to understand," Matt said.

Matt enjoys listening to all types of music as well as playing guitar, piano and he recently took up the ukulele. “If you don’t play a musical instrument, I suggest you go pick up a ukulele today. They are simple to play - one finger on one string is a “C” Chord – you really can’t mess it up!”

Over the years Matt has written numerous articles for HOA-related publications. He’s also served on many CAI committees, and he’s won numerous CAI awards including Business Partner of the Year, Committee Chair of the Year, Member of the Year and Author of the Year. Thanks, Matt, for your service to CAI-CV and the HOA industry.

E.J. (Jay) Jarvis II, CMCA, CACM, is Past President, Lafayette Village Homeowners Association, Past President and On-site Manager Portola Palms Homeowners Association. Jay can be reached at Jayj92260@gmail.com.

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25

FEATURE

Materials - Good, Better, Best….

Do You Know What Materials You Signed up For?

By Chris Sigler, B.S.C.E., CDT

W

hen maintaining, repairing or upgrading our communities, there are many options, “flavors,” of materials to choose from. For most community leaders, choosing colors, tiles, and other aesthetic “coverings” is the fun part. These maintenance projects keep our communities fresh and clean, contribute to our overall well-being and quality of life, and preserve our property values. And, they are indeed fun to be involved with!

If you are working with a professional advisor such as a construction or roofing consultant, architect or engineer, make sure to ask them to explain options to your committee or board members, to help everyone understand the differences between materials to choose from and their varying benefits.

For almost any material, there are alternatives for “good,” “better” and “best” to consider.

For best results, these decisions about materials can be made prior to putting the work out to bid, to ensure that you are receiving equivalent and competitive bids. Whether or not you are attempting this in-house or with the aid of a consultant or professional advisor, it is important to prepare a clear project plan that includes materials that meet the needs of your community.

CONSIDER THIS……

The following considerations can be made when specifying material or building system maintenance repairs, upgrades or replacements, in order to gain comparable bids: • Useful life of materials or systems • Sustainability of materials • Track record & success history • Climate/UV/heat resistance • Maintenance requirements/maintenance cycle • Warranty coverage and duration (labor and materials) • Aesthetics and comfort (color, texture, etc.)

• Cost Let’s consider an example with reroofing. Usually, before reroofing, a tile or shingle must be chosen, which involves deciding on a color and style. New gutters and downspouts must also be installed. These are the most visual aspects of the roofing system and, while they are important, they are not nearly as important as what is being installed beneath the roof coverings. The underlayments and flashings are among

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the most important keys to a high-quality roofing system, regardless of the visible tile, shingle or membrane system.

Of course, there are other important factors to consider, such as architectural preference and price; however, it is important to gather information about all the components to see whether you are achieving the best outcome for your community.

EXAMPLE OF COMPONENTS TO CONSIDER FOR A ROOFING PROJECT: 1. Tile/shingle or membrane choice – color/type 2. Thickness and number of layers of felt/underlayment

California Legislative Action Committee (CLAC)

3. Placement and thickness (gauge) of flashings 4. Type and gauge of steel gutters – and are they factory coated?

5. Warranty of full system – terms and duration

FOR EACH COMPONENT, CONSIDER IF THE MATERIALS ARE: good - usually the least expensive and the shortest warranty better - higher quality materials and/or greater scope, more expensive best - the longest-lasting and most comprehensive scope, usually the most expensive with the longest warranty.

THEN, ASK THE SAME QUESTIONS ABOUT THE ENTIRE FINISHED PROJECT. To make sure you are considering all the various components of a project, and to ensure you’re getting the best materials and best overall outcome for your community, you’ll need to do your homework. Fortunately, CAI’s professional advisors (licensed contractors or CAI-designated professionals) can assist and, as trusted partners, they will help you make any project a success for a community. Regardless of how your association carries out its maintenance and reserve projects, the most important pathway to success requires staunch information-gathering and communication, so that committees and boards can make informed decisions regarding their repair needs, a project at a time.

Chris Sigler is the president and owner of C.L. Sigler & Associates, Inc., a construction management and consulting firm that exclusively serves the HOA industry. He is a civil engineer by trade, with 30 years of engineering and construction experience, and is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. Chris can be reached at (760) 469-3048 or by email at chris@siglercm.com.

CLAC Advocacy SAVE THE DATE 2020 Legislative Day at the Capitol Monday, March 30 & Tuesday, March 31, 2020

HYATT REGENCY SACRAMENTO Register at www.caiclac.com

CONNECT TO YOUR ELECTED OFFICIALS BY JOINING FACEBOOK'S TOWNHALL Step 1. Take out your cell phone Step 2. Go to your Facebook App Step 3. Tap the button at the bottom right hand corner of the screen Step 4. Scroll down until you see the Town Hall button and tap it Step 5. Enter your address and then you can be connected to each of your local representatives, including your State Senator and State Assembly Member and member of Congress.

MONITOR HOA LEGISLATION AT: www.caiclac.com www.Facebook.com/CAICalif www.Twitter.com/CAICLAC www.linkedin.com/company/cai-clac www.caiclac.wordpress.com CAI-CV.org

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27

POOLS

How Can a Pool Remodel Affect Your Pool Lighting?

By Mark Feldstein

A

t the end of a pool remodel, pool owners expect their pool to perform better than ever. One area that may be negatively impacted by a pool remodel, however, is the pool lighting, not only from satisfying local city code requirements, but also whether old lights will function after the remodel.

Pool lighting and pool safety are an integral part of a pool’s design and operation. Having a safe facility allows everyone to enjoy swimming without worrying about preventable accidents.

While commercial pool owners know they need to correctly secure access to the pool, good lighting for pools is often overlooked. This is a mistake because good pool lighting is necessary for safe pool use.

For owners of commercial spaces that include pools, such as hotels, apartment

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complexes, or health facilities, good lighting is even more critical. Pools in these facilities are even more likely to be used at night and by a wide range of people.

KNOW THE CODE! You must know your local code requirements, (the requirement generally ranges around 1 watt of light per square foot of pool bottom), however, recognize that those codes can be out of date when compared to today’s options.

For example, not specifying energy-saving LED lights that are now available.

LED lights can pay for themselves very quickly with years of savings beyond.

Also, the requirement may not go far enough for safety purposes.

Consider safety first. Light the pool evenly, not forgetting the shallow end,

especially near steps. Accidents and, therefore, liability, can be prevented with good lighting.

A LITTLE SECRET Here’s a secret that most remodelers won’t tell you. Most hand-troweled pool finishes are not going to be perfect.

There will be bumps and divots and even trowel marks on the finished product. It is hand-troweled, after all, and plasterers walk inside the pool with spiked shoes. These will be visible even in white finishes. Mis-aimed or mis-placed lights (too close to the pool bottom, for example) will only make the imperfections more visible at night – like the surface of the moon. That is why all remodeling companies have no warranty on how the finish looks at night under lights. Nature of the beast.

So, lighting a pool can be very strategic.

LIGHTING CAN BE CHALLENGING Beyond the aesthetics and safety, there is another consideration when contemplating not replacing pool or spa lights. The lights must be pulled from the niche during the remodel. These lights are then placed on the deck where they are exposed to weather conditions.

Here’s the problem: Over the service life of the light, the cords get brittle and sometimes swell, which makes them difficult or impossible to remove. Also, the rubber gaskets get brittle and when exposed to air and sun can crack and allow water into the light fixture. It is better to replace the light fixture when you have the opportunity rather than risk having to do it within a year with the pool full of water.

POOL LIGHTS AREN’T THE ONLY ISSUE Another consideration is the PVC or copper pipe beneath the deck through which the light cord runs.

Over time, this PVC pipe can crack, and it may fill with water or dirt, making pulling a new cord for new lighting difficult, if not impossible. If a new deck is being poured, then would be the perfect time to also replace lights.

The solution isn’t an easy one if a new light can’t be pulled. The only option is to cut into the deck and either install a new pipe or repair a bad section.

The deck can be patched, but it will not match.

However, there are potentially some design options.

For example, instead of patching a cut deck with the same material, consider designing a patch using brick or other materials. Make it look like that was the design from the very start – turning a patch into a path!

Mark Feldstein is the Chief Financial Officer/Sales Manager for Gardner Outdoor and Pool Remodeling. Mark can be reached at (909) 374-5520 or by email at markf@GardnerRemodel.com. Gardner Outdoor and Pool Remodeling has been serving the Southern California area since 1969. As one of only 50 licensed PebbleTec® applicators in the entire United States and the exclusive SoCal referral partner of Leslie’s Pool Supplies, Gardner Remodeling is the premier pool contractor in San Diego County, LA County, Orange County, and Coachella Valley. You can contact Dave Cole, Outdoor Consultant, at the Indio office at (760) 342-9756.

TIME HONORED MEMBER Bridget Nigh

Dunn-Edwards Paints

By Grace Paluck, CamEx, CCAM Bridget Nigh is the Property Services Representative for DunnEdwards Paints. She’s been a member of CAI since 2009 originally with Community Association Financial Services (CAFS), which was known as Allen & Associates at the time. Bridget has served on the Oktoberfest Committee for the past three years and is serving as Bridget Nigh the co-chair in 2020. She has an Associates degree from College of the Desert and holds a California real estate license.

As a property services representative for Dunn-Edwards, Bridget offers a full array of complementary services for commercial, multi-family communities and homeowners' associations. These include color consultations and professional renderings to help clients visualize color changes. She offers experienced project assessment that includes everything from preparation to application. She also provides customized and comprehensive repaint specifications outlining preparation, primer and finish coats, providing a clear scope of work for bidding. If you need more help, Bridget will also provide job-walk assistance for comparison bids and she provides color palette archiving with Color-ARK®, a convenient, online index of approved homeowners' association and commercial property colors.

Bridget has been married to her husband, Jonathon, for six years. They are the proud parents of a baby boy, Wesley, who is now one-and-a-half-year-old. They have two pets, a dog and a cat. She is currently reading “The 7 Habits of Highly Effective People” by Stephen Covey. When she’s not working, she enjoys hiking, cooking, reading and riding her longboard.

Her favorite saying? “There are no problems, only solutions.” – John Lennon Bridget, thank you for your service to CAI-CV! Grace Paluck is the Division Executive Vice President for The Management Trust. She can be reached at (760) 776-5100 or by email at grace.paluck@managementtrust.com.

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29

SECURITY

Preventing Home Burglaries Safety Awareness Tips to Share with HOA Residents

By Tim Albert

I

n many cases of home burglaries, thieves enter the house through a door or window that was left unlocked. The fact is, thieves are “lazy,” and many burglaries can be prevented by using simple strategies to deter them from attempting to enter your home. Keep in mind that there’s more at stake than your possessions — a significant number of violent crimes that occur in the home are committed during household burglaries.

Following are some tips on how to protect your home and your family from burglars.

• Lock all doors and windows, including your garage door, when you leave the house and while sleeping.

• Install a dead-bolt and/or a secondary locking system on doors that lead outside. Using a lock that can only be operated from the inside is an extra security measure.

• Remember that patio doors with glass panels can be especially vulnerable. Consider installing double-cylinder locks, where you need a key to unlock both sides, so that a burglar can’t enter your home simply by breaking the glass next to the lock. Also, insert a board at the bottom of the door, to prevent the door from sliding.

• Be suspicious of anyone who asks to enter your home for any type of “maintenance” reason. There are numerous cases of impersonating electricians or gas line inspectors who turn out to be dangerous.

Always demand to see an official company ID.

• Consider installing an alarm system.

While You’re Away • Use random access timers that automatically change what time your lights go on and off each night.

Lighting patterns that vary appear more natural.

• Ask a neighbor to park his or her car in your driveway.

• Keep expensive items out of view from the yard or the street.

• Install peepholes or wide-angle viewers in your doors.

• Have your mail and newspapers picked up by a neighbor or held at the post office.

• Replace burned out light bulbs quickly. Thieves like homes with inadequate lighting. Consider incorporating lighting into your landscaping.

• Ask your neighbors to call the police if they notice any suspicious activity. Leave a phone number where you can be reached in case of an emergency.

• Keep trees and shrubs around doorways, windows and porches trimmed. The bushes that provide privacy also give burglars a place to hide. Dense shrubs can even make for a makeshift ladder, helping a thief into your home through a window.

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• Get involved in a neighborhood watch group. Local police departments can provide you with information on how to establish a watch group in your neighborhood.

Quorum March, 2020

Tim Albert is a Business Development Manager for Allied Universal. He can be reached at (951) 233-9476 or by email at Tim.albert@AUS.com.

TREES FOR TOMORROW WORKSHOP April 14, 2020 | UCR Palm Desert

WORKSHOP SCHEDULE

8:15: Welcome and Workshop Overview (Tamara Hedges, Executive Director, UCR Palm Desert, Cal Lockett, Executive Director, Community Associations Institute – Coachella Valley Chapter, Rose Epperson, Executive Director, Western Chapter International Society of Arboriculture, and Janet Hartin, Environmental Horticulturist, University of California Division of Agriculture and Natural Resources)

ATTENTION CAI COMMUNITY MANAGERS, BOARD MEMBERS AND BUSINESS PARTNERS

8:30: Benefits of Landscape Trees and ‘Best Practices’ for Their Selection and Care (Janet Hartin)

You are invited to CAI-CV's first workshop with UC Riverside!

Managers will earn 5 CEUs. Please join us for this important workshop to help preserve and enhance our valuable trees in the Coachella Valley.

9:10: Coachella Valley Urban Water Use and Future Availability (Angela Johnson, Water Management Specialist, Coachella Valley Water District) 9:45: Current Shade Tree Canopies and Implications for Coachella Valley Cities (Miranda Hutten, Regional UCF Program Manager, US Forest Service) 10:15: Coffee break (provided by Coachella Valley Water District) 10:30: Insect Pests Impacting Desert Trees: South American Palm Weevil (Ivan Milosavljevic, postdoctoral researcher, Dept. of Entomology, UC Riverside) 11:00: Case Study: Increasing Tree Canopies in Palm Desert (Ryan Stendell, Director of Community Development, City of Palm Desert) 11:45: Morning Wrap-Up (Janet Hartin) 12:00: Lunch (provided by Coachella Valley Resource Conservation District) 1:00: Panel Discussion (Morning Speakers)

$25 PER PERSON Register here (cut and paste link to secure server): http://ucanr.edu/survey/ survey.cfm?surveynumber=29593

1:30: Roundtable discussions: ‘Challenges and Opportunities to increase Tree Canopies in Coachella Valley Cities’ (cross-discipline small group discussions that include planners, community development managers, arborists, landscapers, landscape architects, nursery personnel, HOA managers, and Master Gardeners, etc.)

2:30: Reports from Roundtable Discussions 2:50: ‘Next Steps’ 3:00: End of Workshop

5.5 Western Chapter ISA CEUs and 5 CAI CEUs have been approved.

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31

Wine O'clock Corks for CLAC

Cabernet Sponsors Adams Stirling, PLC Powerful Pest Management Photo Sponsor Cartwright Termite & Pest Control Bordeaux Sponsors Delphi Law Group, LLP Fiore Racobs & Powers, A PLC Pacific Western Bank Wine Glass Sponsor DSI Security Services

Tasting & Auction

S AV E T H E D A T E

Reserved Table Sponsors Albert Management Inc. Alliance Association Bank Grand Prize Sponsor Vantage Point Construction, Inc.

Friday, March 27, 2020 5:30 p.m. to 8:30 p.m.

Shields Date Garden 80225 Hwy 111 (at Jefferson & Hwy 111) TITLE EVENT SPONSOR

Wine Coaster Sponsor Flood Response Wine Stopper Sponsor Vintage Group

Associa Desert Resort Management

Cocktail Napkin Sponsor AMS Paving, Inc.

CHAMPAGNE SPONSOR

Riesling Sponsors Allied Universal Dunn-Edwards Corporation Frazier Pest Control, Inc. Rey Insurance Services

EmpireWorks Reconstruction and Painting Cost is $45

• Champagne Reception • Wine Tasting • Barbeque & Heavy Hors d'oeuvres • Silent & Live Auctions

Scholarship Sponsor LaBarre/Oksnee Insurance Agency, Inc. Friends of CLAC Sponsor Roseman Law, APC

ATTENTION COMMUNITY BOARD MEMBERS JOIN US FOR

CAI-CV’S “ASK THE ATTORNEY” PROGRAM

WHAT: CAI-CV BOARD MEMBER WORKSHOP WHEN: FRIDAY, MARCH 27, 2020, 3:30 P.M. – 5:30 P.M. WHERE: SHIELDS DATE GARDEN AUDITORIUM, 80225 HWY 111, INDIO (AT JEFFERSON & HWY 111) COST: $10 MEMBERS | $20 NONMEMBERS (INCLUDES FREE ADMISSION TO CORKS FOR CLAC) GUEST SPEAKERS: LISA TASHJIAN, ESQ. AND JEFF BEAUMONT, ESQ., LAW FIRM OF BEAUMONT TASHJIAN Thanks to our BMW Sponsor: SHERWIN-WILLIAMS PAINTS 32

Quorum March, 2020

2020 PLATINUM SPONSOR SPOTLIGHT CAI-CV

WHO WE ARE:

C.L. Sigler & Associates, Inc. is in its 20th year of business, founded in 2001 by Chris Sigler, its President and CEO. Beginning in the SF Bay Area in its inception as a “solo shop,” we have grown into a team of 9 construction professionals WHAT WE DO: We are independent 3rd party consultants that can help during those two decades, ranging from Technical Construction Consultants/Specifiers to Project Managers and support staff. you in many, many ways. The most obvious area that I can Our reputation for helping Professional Community Managers assist you with is with the daunting compliance requirements and HOA clients is unmatched in the SF Bay Area, and we have of SB 326, “The Balcony Bill” as it’s referred to. We are been working for most of the major Management firms and competent on most building and facility systems and can provide guidance regarding upkeep. If you need to pursue HOAs in the Bay Area for years.

Are you doing all of your Other Consulting We have recently opened our Coachella Valley office and are a potential repair or maintenance project - small or large ssociation’s project work internally, Services Offered: very excited about having the opportunity to show the Valley the we can provide inspections and reports, write work scopes putting yourselves and your benefits of what we do! Chris Sigler, our joined and specifications, and create in-house project drawings for v SBPresident, 326 Balcony has Inspections Company in the line of fire? v Forensics on an “apples to apples” comparative the Quorum Committee and is writing articles about mainte- competitive v SBbidding 326 Balcony Inspections v Building Component Condition We can help.

We can help you with: nance and construction topics – checkReports, them Roof out Reports in Quorum basis. v Forensics v Independent review of Reserve studies when manage you get a project chance! We’ll be very active at many of the v Building Component Condition Let us professionally your SBReports, 326 Balcony and Stair Inspections educational No Project too small or large! events, including but not limited to the monthly Roof Reports Balcony Maintenance & Repairs Visit our website, see our project gallery We will write Educational your scope andLuncheons Specificationsand Expos, so we hope to see you there. v Independent review of Reserve studies andproject watch our informational video: We will q get competitive bids against a precise scope Let us professionally manage your Stair Maintenance & Repairs C.L. Sigler & Associates can be a valuable professional advisor www.siglercm.com We do all the vetting of Contractors and their Building Envelope repairs assist too you with anyororlarge! all your building construction from q that Nocan Project small licenses & insurance Coachella Valley Office: and 760-469-3048 (cladding and trim) • Waterproofing roads to roofs, and can guide you through your inspection Visit our website, see our project gallery q budget We will write your We manage and schedule, handlescope and Specifications SF Bay Area: 408-922-0262 repair needs.

Using construction consultants as professional Re-Roofing/Roofing Inspections & video: Reports communications and watch our informational q advisors We willmake get competitive bids ainquiry@siglercm.com preciseseparate scope your lives easier, andagainst most importantly, Provide Quality Control during the work Re-Painting • Roadway maintenance www.siglercm.com Callrisk! or write more info on how we can you management from Weand doyour all the vetting offirm Contractors andfortheir Provideq full Construction Administration including Concrete maintenance • Clubhouse remodels benefit your Association! tracking payments and lien releases We stand accountable for our work. We have Professional licenses &fully insurance Coachella Office: We will be happyValley to provide counsel760-469-3048 for any questions you Liability Insurance (“Errors & Omissions”) for our design and q specification We manage budget and schedule, handle Bayfeel Area: 408-922-0262 please free to contact us! Once we have work. Once you’ve reached out and used us for might have –SF we hope to have a long-lasting relationship acommunications major need at your association, you’ll be amazed with the worked together,inquiry@siglercm.com with the Coachella Valley for years to come. Contact us: benefits that you can gain, without the risk. q Provide Quality Control during the work

Are you doing all of your Association’s project work internally, putting yourselves and your Company in the line of fire?

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q Provide full Construction Administration including tracking payments and lien releases

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Call or write for more info on how we can

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Thank you to C. L. Sigler & Associates Inc. for their generous support of CAI-CV! CEU = CONTINUING EDUCATION UNITS OFFERED

Are you doing all of your Association’s project work internally,

Other Consulting facebook.com/CAICV Services Offered: CAI-CV.org

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33

SAVE THE DATE

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Quorum March, 2020

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Regional Vice President 40004 Desert, 7 7 - 5Cook 6 4 BSt.CSuite o u n3tPalm ry C l u b Ca Drive, Suite 3 1 0 www.gghoalaw.com Palm Desert, CA 9 2 2 1 1 Phone: (760) 340-1515 Fax: (760) 568-3053 510.693.1620 • O 760.295.1864 For a Copy of ourC Legal Update Contact Melissap@gghoalaw.com

Your Fastest Mobile Access to CAI-CV Have you downloaded the CAI-Coachella Valley App?

ADVANCED RESERVE SOLUTIONS, INC. • Mobile access to Quorum

ROXI K. BARDWELL , PCAM, CCM • Mobile access to 2020 calendar Regional Vice for President • Register events • Mobile access to the 7 7 - 5 6 4 B C o u n CAI-CV t r y C ldirectory u b Drive, Suite 3 1 0 Access CA to social links Palm• Desert, 9 2 2 1media 1 C 510.693.1620 •O • Access to 760.295.1864 event photos • Quicklist link to CAI-CV Corporate Sponsors • Turn on notifications for CAI-CV's latest news and updates

LIKE US

facebook.com/CAICV @CAI-CV ADVANCED RESERVE SOLUTIONS , INC. Go to your smartphone ROXI K. BDirections: ARDWELL , PCAM, CCM app

store and type in CAI-Coachella Valley and Regional Vice President look for the CAI-CV logo, and download the app. You do not need to log in to the app to logSuite in to CAI-CV 7 7 - 5 6 4 B C o u nbut t ryou y Cdo l uneed b Drive, 3 1 0 to use all the features.

Call the CAI-CV office Palm Desert, CA 9 2 2 1 1 with questions, (760) 341-0559.

C 510.693.1620 • O 760.295.1864

ADVANCED RESERVE SOLUTIONS, INC ROXI K. BARDWELL, PCAM, CCM Regional Vice President 7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

PWLC II, INC LANDCARE MANAGEMENT

ADVANCED RESERVE SOLUTIONS, INC ROXI K. BARDWELL, PCAM, CCM Regional Vice President PWLC II, INC. has been providing quality landscape and golf course maintenane for our clients in Southern California since 1977. Our Palm Springs office employs more than 100 landscape professionals. PWLC specializes in "High End Landscape and Golf Course Maintenance Services".

In addition to our maintenance services, PWLC II, INC has a Commercial Tree Division and a Landscape Enhancement Division. We are fully licensed and insured with a $2 Million Liability Insurance. PWLC II, INC licenses include a C27 Landscape Contractors License, California Pest Control License and a "Certified Arborist" on staff.

For more information please contact us at (760) 323-9341 or email conniea@pwlc2.com

7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

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35

CAM DAY 2020

C

A

M DAY 2020

Community Association Manager Day

T

he Education Committee recently hosted its first Community Association Management Day or CAM Day on February 7, 2020 at Villa Portofino in Palm Desert. The Chapter extended invitations to all community association managers and assistant community association managers. There was a total of 14 course offerings throughout the day, six courses in the “managers track” dealt with topics ranging from building confidence to technical training by learning how to answer board members' most commonly asked questions. There were eight course offerings in the “assistant managers” track on topics including introductory financials, beginning reserves, building confidence and writing and grammar. Participants could choose the courses they felt would bolster their careers.

Together, the assistant community association managers and community association managers began the day with breakfast and a learning session with the Chapter’s Executive Director, Cal Lockett. Cal provided an overview of the common interest development (CID) industry, not only locally but nationwide. He then conducted an icebreaker session using the elements of the DiSC assessment. This was intended to help attendees understand themselves and their coworkers better.

The community association managers then headed to the “Taking Yourself to the Next Level” presentation conducted by Tiffany Christian of Epsten, APC, where she walked through four learning objectives: business acumen, emotional intelligence, presentation of self, and active listening. During this time the assistant community managers

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Quorum March, 2020

By Rhonda M. Drews, PCAM

were learning either about “Beginning Financials” with Balvina Ramirez, AMS of RealManage, or having an “Attitude Adjustment” with Allison LeBoeuf of Sherwin-Williams. Allison’s program focused on developing the ideal mindset to deal with all types of personalities and preparing for difficult interactions.

Each group benefited from hearing professional speaker and management consultant, Don Shapiro, from First Concepts Consultant’s program called “Communicate with Confidence in Any Situation.” Don taught everyone how to handle themselves with confidence and how to get their desired impact regardless of their audience. Julie Balbini, Esq, from Fiore Racobs and Powers also taught both groups and provided tools for positive “Conflict Resolution.” Next up, was “Beginning Reserves” with Mallory Paproth from SCT Reserves who educated the assistant managers about reserve basics.

Simultaneously, Michelle Lopez, AMS of Powerstone Property Management provided key components of being a strong and proactive assistant manager. The community association managers were then offered a course called “Reserves: How Much is Adequate.” This session was taught by Roxi Bardwell, PCAM, from Advanced Reserve Solutions who provided key points about understanding reserve studies and how to answer board members most commonly asked questions.

Assistant managers closed out their day with Gen Wangler, Esq, CCAL, and her popular class on “Minutes and Good Writing Skills Made Easy.” At the same time, community association managers came together to hear from

Ramona Acosta, PCAM, from Tinnelly Law Group who presented “Upping the Game,” where she talked about ethics and fiduciary duties.

After the classes, all of the participants participated in a fun-filled trivia game hosted by Allison LeBoeuf, SherwinWilliams, and Micha Ballesteros, from Cartwright Termite and Pest Control.

Lucky managers and winners walked away with gift cards and a coveted Kate Spade purse.

On behalf of the Education Committee, the CAM Day Subcommittee comprised of Rhonda Drews, PCAM, Michelle Lopez, AMS, Roxi Bardwell, PCAM and Mallory Paproth thanks each one of you who attended.

A SPECIAL THANK YOU TO OUR EVENT SPONSORS: CARTWRIGHT TERMITE & PEST CONTROL, PRENDIVILLE INSURANCE AGENCY, BRS ROOFING, ANGUIS & TERRY, LLP, DESERT CONCEPTS AND POWERFUL PEST MANAGEMENT.

Another special note of appreciation to Julie Miller and her staff at Villa Portofino who were complete pros! The Education Committee is already looking forward to next year!

Rhonda M. Drews, PCAM, is on the CAI-CV Board of Directors and serves at the Co-Chair of the Chapter’s Education Committee and as Chair of the Professional Managers Committee.

Rhonda is the Regional Vice President of Operations for RealManage. They are located at 75178 Gerald Ford Drive, Suite 1B in Palm Desert. Rhonda may be reached at (760) 202-9880 or by email at: Rhonda.drews@realmanage.com

FRIDAY, FEBRUARY 7, 2020

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37

WATER WISE

CVWD Announces New Rebates for Washing Machines, and Hot Water Pumps

By Katie Evans

C

oachella Valley Water District (CVWD) is offering two new water efficiency rebates for residential customers who install a new high-efficiency (HE) washing machine or a hot water recirculating pump in their home.

“We are excited to offer these new programs to our customers to increase their efficiency,” said Katie Evans, Director of Communications and Conservation at CVWD. “Many of our customers have already taken advantage of all of our existing programs and we pleased to offer them another way to reduce their use and help our community reach our sustainability goals.”

HE WASHING MACHINES HE washing machines can use about 25% less energy and 33% less water than regular machines. Qualifying washing machines must be Energy Star Certified HE models with a Water Factor of 4.5 or less. Eligible machines are listed at www. energystar.gov.

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Quorum March, 2020

CV WD will offer a maximum of $150 rebate per installed HE washing machine.

The rebate is limited to one per household for a single-family home or one rebate application per unit for a multifamily dwelling duplex, triplex or fourplex.

RECIRCULATING PUMPS Hot water recirculating pumps save water and energy by reducing the wait time for hot water to arrive at the faucet or shower. The compact devices return unused hot water back to the water heater.

CVWD will offer a maximum $125 rebate, or the cost of the installed pump, whichever is less. The rebate is limited to one per household for a single-family home or one rebate application per unit for a multifamily dwelling duplex, triplex or fourplex.

These rebates are both pilot programs and will be available only until funds are exhausted.

For both rebates, customers must provide a completed application, color photo of the installed washer or pump within 60 days of purchase and the original sales receipt or the contractor’s invoice if purchased through a plumber or contractor.

The programs are not for new construction. Funds are limited and available on a first-come, first-served basis.

Reimbursements are made after all program conditions have been met.

Applications for the rebate programs are available online at www.cvwd. org/rebates or they can be picked up at CVWD’s Water Management Office, 75-525 Hovley Lane, Palm Desert.

"CVWD WILL OFFER A MAXIMUM $125 REBATE, OR THE COST OF THE INSTALLED PUMP, WHICHEVER IS LESS." The Coachella Valley Water District is a public agency governed by a five-member board of directors. The district provides domestic and irrigation water, agricultural drainage, wastewater treatment and reclamation services, regional storm water protection, groundwater management and water conservation.

It serves approximately 108,000 residential and business customers across 1,000 square miles, located primarily in Riverside County, but also in portions of Imperial and San Diego counties.

Katie Evans is Director of Communications and Conservation for the Coachella Valley Water District. She can be contacted at kevans@cvwd.org.

CAI-CV BEST PRACTICES

CAI-CV Sample Board Resolution ATTENTION HOA BOARDS

MAKE CAI EDUCATION & ADVOCACY PART OF YOUR ANNUAL BUDGET To protect your community, consider adopting a resolution that ensures CAI education is available for future generations of your board.

Sample Resolution WHEREAS, The ____________ Association (hereafter referenced as the “Association”) board serves in the best interests of all owners in the community; WHEREAS, The Association directors have the fiduciary responsibility to manage the assets of the Association according to established business practices and principles, and pursuant to competent, ethical and positive community governance; and WHEREAS, The Association directors need to stay abreast of potential risks, regulatory changes and best practices in community association governance, management and operations; and WHEREAS, Community Associations Institute (CAI) provides information, education and best practices to help association leaders build and sustain strong and viable communities; and WHEREAS, CAI is the leading advocate for common-interest communities before state and federal legislative and regulatory bodies; AND WHEREAS, Current and future Association residents will benefit from the training and education provided to their directors by CAI—both nationally and through chapters; NOW, THEREFORE, BE IT RESOLVED, That the Association’s annual budget shall include: 1) Funding for CAI membership for all board members, and that said memberships be transferred from any departing director to the new directors; 2) Funding for board members to attend CAI programs and events; 3) And, funding for participating in CAI’s advocacy efforts through the Buck-A-Door program.

BE IT FURTHER RESOLVED, That the Association strongly encourages its manager and other professional service advisors and providers to take advantage of CAI membership to gain the knowledge, information and insights that enable them to better serve the association.

SO RESOLVED BY THE BOARD OF DIRECTORS on this, the ___ day of _______ in the year _____. ________________________________ Secretary of the Board CAI-CV.org

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39

FEATURE

How to Prepare for SB323 C

By Corbin Barrett

alifornia associations are impacted not only by their governing documents, but also by new federal and state laws. These laws can be both complicated and frustrating and cause unplanned expenses for community associations. We have all seen this firsthand with the new election law, SB 323, that went into effect January 1, 2020.

Each community’s governing documents, specifically their annual election process, must now be updated to be compliant with the new provisions of SB323.

Managing these new provisions are complicated by SB323’s requirement that associations must now appoint an “Independent Third Party” who doesn’t have an active contract with the association to conduct their elections. This means that community managers can no longer include annual election services as part of their

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Quorum March, 2020

management contracts. Some forward-looking Boards have already adopted increased budgets that anticipate the additional expense of hiring a third-party inspector of elections. However, some (often smaller) associations are choosing to have a volunteer member of the association direct the election process, conduct the election, and attest that the results are accurate.

The cost of using community volunteers as inspectors, especially in contested elections, could end up costing associations much more. What if the volunteer is not properly trained and makes either a procedural or legal mistake? Associations and their volunteers could face potential liability if it is found that the board was not properly elected.

As we progress through the year, we may see the courts

interpret SB323 in a way that helps to clarify who does what Smartphones are used for almost everything today, and during an election. However, in most circumstances con- there's no reason Californians shouldn’t have the same cerning associations, boards can eliminate unnecessary options as other progressive states. risks by using professional advisors and professional serFor now, managers should do what managers do best vices when dealing with complicated and use their well-connected network issues like elections. to find the right election partners for "ELECTRONIC VOTING RESULTS Clearly, boards already have a their associations. Please share your choice of running their election with IN SIGNIFICANT COST SAVINGS, thoughts about how SB323 is affectINCREASED ENGAGEMENT, a homeowner volunteer or one of ing you. CAI’s California Legislative many professional elections’ compa- HIGHER SECURITY AND A BETTER Action Committee is collecting feednies. For most boards, cost is a major CHANCE TO ACHIEVE QUORUM." back from managers and associations concern. However, as California assoabout SB323 to help with their advociations work through these requirements, we are likely cacy efforts. You can send your input to office@caiclac. to see some cost-effective innovate ideas from industry com. If you are interested in supporting electronic voting partners that will benefit community associations. We in California, please email us at ChangeCA@txt2vote. may also see clean-up legislation introduced in the future com. that would minimize the risk but for now, SB323 is the Corbin Barrett is the Client Services Director law of the land. for CAI-CV member TXT2VOTE. He can be We can all hope that future modifications to SB323 could reached at (678) 570-2948 or by email to cause the legislature to consider bringing electronic voting cbarrett@globalmobile.mobi. TXT2VOTE is to California like that used in other states. Electronic voting the leading advocate for electronic voting nationwide. results in significant cost savings, increased engagement, Visit their site at www.txt2vote.com. higher security and a better chance to achieve quorum.

CREATIVE | BRAND | CONSULTING Proud to be a part of the 2018 award winning CAI-CV team!

(714) 293-3749 BissellDesign.com CAI-CV.org

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41

Turning Common Interests Into Common Ground

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Perform

Protect

760.327.0800 ● amspaving.com ● Lic: #415436 75-150 Sheryl Ave., Ste. D, Palm Desert, CA 92211 CAI-CV.org

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75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211

WHITE IS FOR LOCAL EVENTS

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

MARCH

APRIL

CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, March 6, 2020, 11:15 a.m. to 1:30 p.m.

W HERE: Palm Valley Country Club, Palm Desert

CAI-CV’s Manager on the Run (MOTR) (for managers and assistant managers) WHEN: Friday, April 3, 2020, 8:30 a.m.

W HERE: CAI-CV Classroom, Palm Desert

CAI’s M-206 Financial Management (for all members) WHEN: Friday, March 13, 2020, 8:00 a.m. to 5:00 p.m.

W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s Assistant Manager on the Run (for assistant managers) WHEN: Friday, March 20, 2020, 8:30 a.m. to 9:30 a.m.

W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s Board Member Workshop (for board members) WHEN: Friday, March 27, 2020, 3:30 p.m. to 5:00 p.m.

W HERE: Shields Date Garden, Indio CAI-CV’s Corks for CLAC Wine Tasting (for all members) WHEN: Friday, March 27, 2020, 5:30 p.m.

Where: Shields Date Garden, Indio CAI’s Day at the Capitol (for all members) WHEN: March 30-31, 2020 W HERE: Sacramento

CAI-CV’s Board Member Workshop (for board members) WHEN: Tuesday, April 7, 2020, 5:30 p.m.

W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s Educational Lunch Program & Mini Trade Show (for board members) WHEN: Friday, April 10, 2020, 11:15 a.m. to 1:30 p.m.

W HERE: Palm Valley Country Club, Palm Desert CAI’s M-203 Community Leadership (for managers) WHEN: Friday, April 17, 2020, 8:00 a.m. to 5:00 p.m.

W HERE: CAI-CV Classroom, Palm Desert CAI-CV’s Annual Spring Golf Tournament (for all managers) WHEN: Friday, April 24, 2020 W HERE: Desert Princess Country Club, Cathedral City CAI-CV’s PCAM Social (for PCAM managers) WHEN: Friday, April 30, 2020, 5:30 p.m.

W HERE: Hotel Paseo, Palm Desert

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

PLATINUM________ Asphalt MD's C. L. Sigler & Associates NPG Asphalt Pacific Western Bank Sherwin-Williams Paint Company

SILVER____________ Automation Pride CIT Cooper Coatings INC Delphi Law Group, LLP Diversified Asphalt Products Dunn-Edwards Corporation DWI Frazier Pest Control, Inc. Guralnick & Gilliland, LLP LaBarre/Oksnee Insurance Agency, Inc. Powerstone Property Management Sunshine Landscape Superior Roofing Three Phase Electric Tinnelly Law Group

GOLD____________________________________________________ Alliance Association Bank BRS Roofing Inc. DSI Security Services EmpireWorks Reconstruction and Painting Epsten, APC

Flood Response Green Bryant & French, LLP Horizon Lighting Inc. Nissho of California, Inc. Patrol Masters, Inc.

Powerful Pest Management Pro Landscaping, Inc. Roseman Law, APC Seacoast Commerce Bank UgMo Technologies

BRONZE________________________________________________ Adams Stirling, PLC Advanced Reserve Solutions Alan Smith Pool Plastering Allied Universal Animal Pest Management Services, Inc. Beaumont Tashjian Ben's Asphalt & Seal Coating Brabo & Carlsen, LLP Community Legal Advisors Inc. Desert Concepts Construction, Inc.

ET Water FC Landscape Fenton, Grant, Mayfield, Kaneda & Litt FirstService Residential MeterNet NLB Consulting O'Connell Landscape Maintenance Patio Shoppers, Inc. Popular Association Bank PrimeCo

RealManage Rey Insurance Services, Inc. S. B. S. Lien Services SCT Reserve Consultants, Inc. Sunstates Security The Naumann Law Firm TXT2Vote Union Bank Vista Paint Corporation