Quorum August 2020

AUGUST 2020

AUGUST 2020

10 Community Spotlight

Mission Lakes Country Club FEATURES 7 Novel Coronavirus COVID-19 Testing Centers

28 Maximizing Management Company Services

14 Desert Arc’s Shredding Services

31 Help Can Be a Click or Phone Call Away

16 Political Sign Displays 18 Education During COVID-19 20 COVID-19 Resources 22 Use of Cloth Face Coverings to Help Slow the Spread of COVID-19

34 Online Meetings – The New Normal 36 Parliamentary Procedure 40 CAI Business Partners and Management Companies Are Trusted Advisors

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Quorum August, 2020

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CAI-CV.org

facebook.com/CAICV

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ADVERTISERS

ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP.............................................51

ASPHALT AMS PAVING................................................................27

A FULL SERVICE LAW FIRM

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ATTORNEYS

Providing Practical Approaches in:

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CC&R Interpretation, Drafting and Enforcement

GREEN BRYANT & FRENCH, LLP....................................4

Opinion Letters

CONSTRUCTION

Contract Drafting and Negotiation

C.L. SIGLER & ASSOCIATES INC..................................13

GURALNICK & GILLILAND, LLP....................................51

VANTAGE POINT CONSTRUCTION..................................3

Civil Litigation

DESIGN

Assessment Recovery 75100 Mediterranean Palm Desert, California 92211

BISSELL DESIGN STUDIOS, INC...................................15 www.gbflawyers.com

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Quorum August, 2020

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

DEA FRANCK, ESQ.

CAI-CV

EDUCATED BUSINESS PARTNER

Epsten, APC

JAY JARVIS, CMCA, CCAM

Community Manager with HOA Office, Inc.

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MARILYN RAMOS

Guralnick & Gilliland, LLP

MIKE REY

CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

STEVEN SHUEY, PCAM

Personalized Property Management

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

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

HOLLY SMITH, CMCA, AMS

Associa Desert Resort 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.

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FEATURES 7

Novel Coronavirus COVID-19 Testing Centers

10 Community Spotlight Mission Lakes Country Club Inc.

By Marilyn Ramos

14 Desert Arc’s Shredding Services

By Desert Arc’s Business Services and CAI-CV

16 Political Sign Displays

By Susan Browne Rosenberg, CIH

18 Education During COVID-19

By Jay Jarvis, CMCA

20 COVID-19 Resources 22 Use of Cloth Face Coverings to Help Slow the Spread of COVID-19 28 Maximizing Management Company Services

By Damian Jenkins

31 Help Can Be a Click or Phone Call Away

By Marilyn Ramos

34 Online Meetings – The New Normal

By Kimberly Burnett

36 Parliamentary Procedure

By Sabina Dorn, Jay Jarvis, CMCA, and Jim Leighty

40 CAI Business Partners and Management Companies Are Trusted Advisors CAI-CV.org

facebook.com/CAICV

@CAI-CV

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SAVE THE DATE

DOOR PRIZES GREAT FOOD SPECTATOR TICKETS AVAILABLE 6

Quorum August, 2020

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Roxi K. Bardwell, Advanced Reserve Solutions, 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 Angel Christina, Delphi Law Group, LLP 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, Harvest Landscape, Inc. 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 Call the CAI-CV office or go to www.cai-cv.org for more information.

CONTENTS

CHAPTER NEWS 2020 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS MIKE TRAIDMAN PRESIDENT

Mira Vista at Mission Hills HOA CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT-ELECT Prendiville Insurance Agency

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

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

JOLEN ZEROSKI, CMCA TREASURER Union Bank

DEA FRANCK, ESQ. SECRETARY 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

4 6 9 9

List of Advertisers Educated Business Partners New & Renewing Members Mike Traidman Appointed to CAI National Homeowner Leader Council 23 Desert Cities HOA Council Fall Meeting Schedule 37 Meet the Board -

Steven Shuey, PCAM

By Jay Jarvis, CMCA

37 COVID Pandemic Update from CAI National 52 2020 Corporate Sponsors

EVENTS 6 CAI-CV Bowling Tournament – Margaritaville

Friday, October 9, 2020, 5:30 p.m.

15 COVID in the Valley – ASK THE ATTORNEY

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.

Indio Fairgrounds (46350 Arabia Street, Indio, 92201) Sunday through Thursday – 6:30 a.m. to 1 p.m.

Lake Elsinore:

Diamond Stadium (Lot C) (500 Diamond Drive, Lake Elsinore, 92530) Sunday through Thursday – 9:30 a.m. to 3 p.m.

Perris:

Friday, October 30, 2020, 5:30 p.m.

8 President's Message 17 Water Wise

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

Indio:

52 CAI-CV Upcoming Events

Friday, August 14, 2020 Friday, August 28, 2020

STEVEN SHUEY, PCAM DIRECTOR

Palm Desert Greens Country Club HOA

Riverside County is offering COVID-19 testing at the following locations:

26 Spooktoberfest

DEPARTMENTS

LOUISE STETTLER DIRECTOR

Novel Coronavirus COVID-19 Testing Centers

Individuals with symptoms may make appointments for the Lake Elsinore site at www.projectbaseline.com/ study/covid-19. Asymptomatic individuals may call (800) 945-6171 to make an appointment.

Associa Desert Resort Management

Personalized Property Management

FEATURE

Southern California Fair and Events Center (18700 Lake Perris Drive, Perris, 92571)

CVWD Maintains Services and Offers Assistance During Pandemic

By CVWD

19 Titanium Spotlight

Pacific Western Bank

24 Reserves

Reserves and Civil Code 5551

By Kevin Leonard, RS

30 Pools

When is the Best Time to Remodel a Commercial Pool?

By Mark Feldstein

32 HOA Law

Tuesday through Saturday – 9 a.m. to 3 p.m.

Riverside:

Harvest Community Church (6115 Arlington Ave., Riverside, 92504) Tuesday through Saturday 9:30 a.m. to 3 p.m.

Testing is available by appointment only; we are not able to accommodate walk-ins.

Surviving the COVID-19 Rollercoaster

By Julie R. Balbini, Esq.

Please call 800.945.6171 to schedule an appointment.

38 Maintenance & Reconstruction

Appointments may be made whether or not individuals are experiencing symptoms.

Soliciting Repair and Maintenance Bids in the Age of COVID-19

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

CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

FROM THE CHAPTER

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

I hope this issue of Quorum finds you all safe and well. These are certainly interesting and difficult times for many of our members and HOA residents. Fortunately, history has taught us that pandemics do not last forever. Compared to what our ancestors survived, we are in better shape economically and scientifically than any former society. There is hope! A report last week showed that personal philanthropy has nearly doubled since January, showing a unique and hopeful side to our humanity. As community leaders, we have a special obligation to remain hopeful and to help our communities survive these difficult times. CAI-CV is here to provide you with the tools and resources you’ll need to persevere.

As COVID cases continue to rise in the Valley, we are continuing our series “COVID-19 in the Valley: Ask the Attorney” programs every few weeks. Our next updates will be on August 14th and August 28th. See page 15.

Thanks to the generosity of our sponsors, these updates are free via Zoom to both members and nonmembers.

Each session has a different panel of HOA attorneys to answer your questions and provide you with the latest information from governmental and legal authorities. The program on August 28th will have a special focus on COVID-19 human resources (HR) issues for HOAs and businesses. All CAI-CV members will benefit from these upcoming sessions.

In light of the pandemic, we strongly encourage boards to rely on professional advisors for every step of reopening. Professional advisors include professional community association managers, licensed business partners and your HOA attorney. It is also important to document in your minutes the expert advice you are relying on for reopening decisions. These extra steps can protect your HOA well into the future. Staying informed about the almost daily guideline changes is no easy task. For that reason, we are publishing links to governmental resources (see pages 20). Additionally, CAI-CV and CAI National are offering educational sessions to keep you informed. Watch your emails or go to the cai-cv.org or caionline.org websites for updates.

Our thanks to the Programs Committee for their ongoing Ask the Attorney programs. Also, a special thanks to our guest speakers for the July 17th program, Jennifer James, Esq. (Green Bryant & French, LLP) and Matt Ober, Esq., CCAL (Richardson Ober DeNichilo, LLP) for an outstanding presentation. We also had a great COVID update yesterday, July 31st, with guest speakers, Sandra Gottlieb, Esq., CCAL (SwedelsonGottlieb) and Nathan Bettenhausen, Esq. (Fiore Racobs & Powers, A PLC). Thank you both.

As a reminder, CAI’s Annual Legal Forum has been moved to a virtual conference on September 15th through 17th. We are still hopeful that we will be able to gather for events later in the fall, providing it is safe to do so.

CAI-CV’s Corks for CLAC event is scheduled to take place outdoors at Shields Date Garden on Friday, October 2nd. The annual bowling tournament has been rescheduled for Friday, October 9th at Palm Springs Lanes, and the CAI-CV Spring Golf Tournament has been rescheduled for Friday, December 4th with a new holiday theme. Please see other calendar updates on page 52 and make sure to double check the CAI-CV website for COVID-19 related event changes.

Please stay healthy, hopeful and connected to CAI, and your friends and family.

Mike Traidman

Mike Traidman, Mira Vista at Mission Hills HOA

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Quorum August, 2020

CAI-CV NEW & RENEWING MEMBERS RENEWING BUSINESS PARTNERS ADAMS | STIRLING PLC

David Rico (800) 464-2817 drico@adamsstirling.com

CARTWRIGHT TERMITE & PEST CONTROL, INC. Will Cartwright (760) 346-6767 wc@cartwrightpc.com

EPSTEN, APC

ASSOCIA DESERT RESORT MANAGEMENT

Cardinal Ambrose (760) 399-2192 cambrose@drminternet.com Catherine Baker (760) 346-1161 cbaker@drminternet.com Carol Calhoun (760) 346-1161 Ext. 103 ccalhoun@drminternet.com

Tiffany Christian (858) 527-0111 tchristian@epsten.com

Sierra Carr (760) 391-0865 scarr@drminternet.com

PATIOSHOPPERS COMMERCIAL POOL & PATIO FURNITURE

Rosie Galla (760) 346-1161 rgalla@drminternet.com

Todd Chism (951) 500-1803 todd@PatioShoppers.com

S.B.S. LIEN SERVICES

Jennifer Kennick jkennick@sbstrustdeed.com

RENEWING MANAGEMENT COMPANY MEMBERSHIP VINTAGE GROUP

Arielle Marion (949) 689-7427 ariellemarion@gmail.com

NEW MANAGER MEMBERSHIP ASSOCIA DESERT RESORT MANAGEMENT Melisa Torres (760) 333-1341 mtorres@drminternet.com

RENEWING MANAGER MEMBERSHIPS Greg Dunkel (760) 346-5683 gregpdtc@gmail.com Mary Walker (760) 469-7026 mewmgmt@aol.com

Joanne Rose (760) 346-1161 jrose@drminternet.com

DATATECH BUSINESS CONSULTANTS, INC.

Katherine Melbern (760) 808-2752 Katherine@datatechcorporation.com

FIRSTSERVICE RESIDENTIAL

Berenice Ceja (760) 834-2482 berenice.ceja@fsresidential.com Bonnie Sanchez (760) 834-2490 bonnie.sanchez@fsresidential.com

HERITAGE PALMS HOA/CC Dennis Elam (760) 772-5755 delam@heritagepalms.org

OASIS PALM DESERT HOMEOWNERS ASSOCIATION

Eve Weber (760) 345-5661 eweber@theoasiscountryclub.com

THE GAFFNEY GROUP

THE MANAGEMENT TRUST, DESERT DIVISION Susanne Graeff (760) 406-3145 suegraeff@hotmail.com

Grace Paluck (760) 776-5100 Ext. 6324 grace.paluck@ managementtrust.com

TRILOGY AT LA QUINTA MAINTENANCE ASSOCIATION Eric Angle (760) 802-1948 ericangle@msn.com

PGA WEST II RESIDENTIAL ASSOCIATION Al Adams Thomas Baak Hayden Bower Mark Johnson Nancy Justis Becky King Dick Logan Sherri Lusk Ron Lyons Mark Marcus Bob McCowen Barbara Montavon Lynn Reich David Sterns

Gloria Caruso Matthew Gutting Lester Novak Scott Styve Dillon Walker

PORTOLA PALMS HOMEOWNERS ASSOCIATION

RAMON ESTADOS HOMEOWNERS ASSOCIATION Bruce Baland David Greig Ed Huber Mark Mees

RANCHO MIRAGE RACQUET CLUB Jacqueline Harth Mike Renner

SMALL MOUNTAIN HOMEOWNERS ASSOCIATION

PORTOLA PALMS HOMEOWNERS ASSOCIATION Jerry Barber Rick Webb

RAMON ESTADOS HOMEOWNERS ASSOCIATION

Meaghan Gaffney-Howe (760) 327-0301 meaghan@thegaffneygroup.net

FOXSTONE HOMEOWNERS ASSOCIATION

James Doyle Danny Gonzalez Elbert (Jay) Jarvis Meghan Raabem

NEW VOLUNTEER LEADERS

Terry Conaway Christine Huber

RENEWING VOLUNTEER LEADERS

Kent Barnes Libby Bergen Jimmy Carr Elaine Childs Mark Dasovich Dwayne DeRose Harley Garr Lew Goldklang Walter Hartman Connie Imerti Guy McClure Vista Montana Donna Wardean

MIKE TRAIDMAN APPOINTED TO CAI NATIONAL HOMEOWNER LEADERS COUNCIL CAI-CV President, Mike Traidman, has been appointed to CAI National’s HOMEOWNER LEADERS COUNCIL. The Homeowner Leaders Council represents homeowner leader members of CAI. The Council consists of six members and provides input on policy matters to the CAI Board of Trustees and serves as a key resource to staff. Two members of the Homeowner Leaders Council serve on CAI’s Board of Trustees and two Homeowner Leaders serve on CAI’s Government and Public Affairs Committee. The Council makes recommendations to CAI’s Board about education, designations, and best practices. Congratulations to Mike for this important honor.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

9

FEATURE

Mission Lakes

Country Club

By Marilyn Ramos

10

Quorum August, 2020

FEATURE

M

ission Lakes Country Club, Inc. is a large community located on 276 acres in the northernmost part of Desert Hot Springs. Its origins began in 1971 with California Sunrise, Inc. From an elevation of 1000 feet above Palm Springs, property owners at Mission Lakes Country Club enjoy incredible views and UNLIMITED play on their championship Ted Robinson designed golf course. The Association has well-manicured grounds and elegant facilities that help create both a friendly community atmosphere and an ambiance of first-class country club desert living. Their offices are located at 8484 Clubhouse Boulevard, Desert Hot Springs, CA 92240.

The Association is self-managed with General Manager, Brian A. Wright, PGA, at the helm who works closely with a very engaged seven-member board of directors. The Association has numerous active committees that help the community run smoothly including the following: House Committee, Green Committee, Member Communications Committee, Pool and Rec Committee, Golf Committee, AC Committee, Security and Neighborhood Watch Committee, and Finance Committee.

The community is comprised of 901 single-family custom homes and lots (including 43 vacant lots still available) and 168 condominium units. Most of the single-family homes are custom homes with a California mission style. Prices range widely from the low $200,000s to the upper $300,000s and one of the attractive features of Mission Lakes Country Club is that it is one of the few remaining beautiful communities featuring extensive amenities in the Coachella Valley where affordability is still an important component.

CAI-CV.org

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@CAI-CV

11

FEATURE The Association offers amenities galore that include a championship 18-hole golf course, two practice areas, chipping and putting green, tennis courts, pickleball courts, gym, fitness area with classes, two restaurants, live music on Saturday nights, Riviera style aquatic complex with two spas, and an eight-room Inn for guests and owners to use.

All of this is available for monthly assessments of only $350.00 per month and an annual food and beverage minimum of $240.00. It is easy to see why many members boast about the fantastic facilities at such unbelievable prices.

The location of Mission Lakes Country Club also can’t be beat. It is only minutes away from the freeway and only nine miles north of Palm Springs.

Its location also means cooler temperatures during the hot summer months. The community is uniquely situated where one can easily travel to the high desert as well and enjoy the likes of Pioneertown (which includes the world renowned Pappy & Harriet’s dining and entertainment venue known to have famous musicians drop in unannounced to play a set or two), the Integratron and Joshua Tree National Park.

The Association is proactive with its projects and always looking for ways to improve the community for its members while being fiscally conservative.

The Association undergoes desertscape projects throughout the year. In addition, the Association is planning for a major clubhouse renovation in the near future with reserve monies already earmarked for the project so that no special assessment will be needed. Brian Wright, contends that “Mission Lakes Country Club truly offers the best maintained golf course and amenities and the best views of the Coachella Valley at the best prices in the United States,” and believes, “The only challenge to living here is for members to find the time to enjoy everything this well-run community has to offer.”

The Association enlists the assistance of several CAI-CV Business Partners as needed including Pacific Western Bank and Guralnick & Gilliland. If you would like to know more about the Mission Lakes Country Club, you may contact General Manager, Brian Wright, PGA, at (760) 676-4400 or via email: bwright@missionlakescountryclub.com.

Marilyn Ramos is a Paralegal for Guralnick & Gilliland, LLP. She can be reached at (760) 340-1515 or by email at MarilynR@gghoalaw.com.

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Quorum August, 2020

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CAI-CV.org

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FEATURE

Desert Arc’s Shredding Services

C

By Desert Arc’s Business Services and CAI-CV

ommunity service is critically important to the common interest development (CID) industry and CAI National ranks charitable work as a best practice and a sure way to build community spirit. According to CAI-CV Membership Committee Chair and Division President of The Management Trust, Damian Jenkins, the same is true for management companies and business partners, “We all need to do our part to give back to our community.” Damian is Chair of the Board of Directors for Desert Arc, a local nonprofit that provides support for people with disabilities. Some of Desert Arc’s programs provide toptier training for workers in landscaping, hospitality, and mail-order fulfillment.

Desert Arc’s services available to HOAs include janitorial (COVID-19 cleaning), landscape, and shredding services.

According to Damian, “In the world of HOA’s, the shredding of confidential paperwork in tandem with securely demolishing hard drives is of critical importance. It’s a responsibility that we all take very seriously.” Desert Arc’s Shredding Division provides this peace of mind to its customers. Its state-of-the-art, highest level security mobile shredding vehicle is on the road five days a week for regular customer pick-ups of documents and/or hard drives, as well as special purge jobs. Every step of Desert Arc’s shredding process ensures HIPAA and FACTA compliance with a guaranteed chain of custody as a member of NAID – the National Association of Information Destruction.

This local nonprofit organization will be hosting a free on-site shredding event for the CAI Coachella Valley membership in the months ahead. Damian adds, “In this day and age, the hacking of private information is unfortunately a lot easier and accessible with technology. Our contract with Desert Arc gives our

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Quorum August, 2020

company the reassurance that our clients are protected and affords us the convenience of having Desert Arc’s locked shredding bins at the ready in our offices.

"During this pandemic we have changed the shredding pick-up schedule from weekly to monthly as a majority of our staff are working remotely. Angelique Ontiveros, Desert Arc’s Director of Business Services, orchestrates this flexible arrangement ensuring our needs are met.” Angelique notes, “In addition to our pick-up service, Desert Arc is offering limited drop-off hours at its Indio Recycling Center from 7 a.m. to 10 a.m., Tuesday through Friday. We’re endeavoring to open a similar site in Palm Springs for this contactless and essential service complete with all of the safety protocols.”

C A I-C V a nd T he Management Trust also engage the services of Desert Arc’s Janitorial

STAY INFORMED WITH CAI-CV Division’s crew. The Management Trust has been using Desert Arc for the past 25 years. “The reason we decided to enlist the help of Desert Arc’s Janitorial services every Tuesday and Thursday was due to the COVID-19 situation and the need for heightened cleanliness. They do a phenomenal job in sanitizing the copiers, the common and reception areas, plus, all of our meeting spaces early morning before we arrive. The quality of service is amazing!” Wearing his Chair of Desert Arc’s Board of Directors hat, Damian adds, “First and foremost, Desert Arc’s 61-year reputation in enhancing the lives and creating opportunities for people with disabilities is key in our decision to support their mission. Giving back to the community is important and rewarding for us. From a purely business standpoint, the people who are performing these services take great pride in their job, coupled with superb training and supervision. One of The Management Trust’s Country Clubs - Desert Princess, hired a group of dishwashers and line cooks for its Mountain View Grille. They were blown away by the quality and the cost savings! Their work ethic and end results are extraordinary!” CAI-CV strongly encourages CAI members to consider Desert Arc services!

You can reach Angelique at Desert Arc Business Services at (760) 404-1370 or visit their website at www.desertarc.org/employ-our-clients.

COVID in the Valley — ASK THE ATTORNEY FRIDAY, AUGUST 14, 2020 11:30 A.M. TO 1:00 P.M. Guest Panelists Lisa Tashjian, Beaumont Tashjian & Tim Flanagan, Berding Weil, LLP

FRIDAY, AUGUST 28, 2020 11:30 A.M. TO 1:00 P.M. Special Topic: Labor & Employment Issues related to COVID-19

Guest Panelists Karen Sloat, Law Office of Karen Sloat, APC & Galia Aharoni-Schmidt, Aharoni Business Law, PC

VIA ZOOM FREE TO CAI AND DCHC MEMBERS REGISTER AT WWW.CAI-CV.ORG

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

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15

FEATURE

Political Sign Displays

By Susan Browne Rosenberg, CIH

S

ometime in late May, the first election sign was planted in a front yard on our walk around our gated community in La Quinta. Of course, more sprouted up like weeds in the following weeks. I thought to myself, doesn’t my HOA have rules about this?

The presidential election was five months away. Is our community going to be polluted with signs for 150 days?

I wrote to our board of directors via email: “I noticed an election sign on a residential lawn before Memorial Day and was stunned.

These signs are a blight on our beautiful community. I suggest that we limit political sign displays … as soon as possible.”

I learned that some rules already exist at the city and county levels. Riverside County ORDINANCE NO. 806 (enacted in 2000) regulates the size and length of time for temporary sign displays on private property. The ordinance defines an ELECTION PERIOD to mean the period of time ninety (90) days prior and ten (10) days after any local state, regional or national official election.

The City of La Quinta regulation 9.160.160 says: “All temporary signs, including political campaign signs, may only be posted for 45 consecutive days prior to an event, and must be removed within 7 days after the event. The beginning and ending dates of the posting period along with the removal date will be stated on the sign permit and determined based on the applicant’s identification of the event date."

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Quorum August, 2020

I checked with other cities and learned that Palm Springs does not regulate political signs, and Palm Desert merely says political signs must be removed within 30 days after the election, with nothing about a time period before the event. Check your citie's website for details.

In my community, the signage issue appeared on the board’s agenda in June and resulted in a proposed amendment to the Rules and Regulations to comply with our city’s rules. Lesson learned: It’s always good to speak up and help your community become a better place to live.

Did you know that with some exceptions, associations cannot prohibit non-commercial signs, posters, flags or banners on an owner’s private property (Ca Civ Code 4710). However, HOAs may adopt reasonable restrictions regarding signs, including reasonable time limits on displaying such signs. Following your respective city’s time limitations for signage would most likely be considered reasonable. If you have questions about the sign rules in your neighborhood, read your governing documents or check with your community manager.

If you plan to change your community’s rules related to signs, make sure to check with your association’s attorney first.

Susan Browne Rosenberg, CIH, is a Certified Indoor Environmental Consultant with Desert Cities Indoor Air, LLC. Susan may be reached at (760) 902-2545 or by email to sbriaq@gmail.com.

WATER WISE

CVWD Maintains Services and Offers Assistance During Pandemic

By CVWD

A

t Coachella Valley Water District, we recognize that these are very challenging times. As we all work to navigate through the COVID-19 pandemic, our thoughts are with everyone impacted.

One thing to know for sure is that your tap water is safe to drink and is not affected by COVID-19. CVWD’s staff continuously monitors the public water systems and they collect samples that are tested in CVWD’s state-certified laboratory to ensure tap water meets or surpasses all state and federal drinking water regulations. If you would like more information, visit cvwd.org/COVID19.

While we have closed our buildings to the public and canceled many tours and events to protect customers and employees alike, we remain committed to providing reliable water services to the Coachella Valley. We continue to be available to you through our website and by phone. If you want to learn about rebate programs, have a question about water quality or need to pay your bill, please don’t hesitate to contact us.

In June, our Board of Directors approved a $376 million operating and capital improvement budget for fiscal year 2020-2021, which keeps domestic water rates stable, thanks in part to offsetting project costs through loans and prudent use of reserve funds.

“During these difficult economic times, it was a priority of ours to keep rates low,” said Board President John Powell Jr. “CVWD staff put a lot of thought into choosing the projects needed to ensure the reliability of our services throughout the district while ensuring we do not need to raise rates during these challenging times.”

In addition, if you are having difficulty paying your bill, CVWD's customer assistance program offers eligible residential customers a $100 credit on their water bill once in a 12-month period. Customers must reapply each year.

Customers who need help paying their water bill can apply with United Way of the Desert by calling (760) 323-2731. United Way screens eligible customers and provides assistance in paying a past due water bill.

For more information, call CVWD Customer Service at (760) 391-9600 or visit cvwd.org/H2OHelp.

Charitable donations are also accepted for this program through United Way. Donations must be made directly to United Way of the Desert. All donations are tax-deductible.

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17

FEATURE

Education During COVID-19 Using Your Time Wisely

By Jay Jarvis, CMCA

H

ow many loaves of home-baked banana bread does it take to gain a pound? I don’t know, but many of us are finding out, thanks to COVID baking. When you’re done baking and binge-watching all the series you wanted to catch up on, and are sick of arguing on social media about whether masks are useful, why not do something helpful for your future? Increase your association management skills through CAI online education courses!

Board members can sign up for the Board Leadership Development Workshop online. Community managers can find many classes to increase their professional skills. Business partners can earn their Educated Business Partner distinction. The available courses are listed below and can be accessed through: https://www.caionline.org/LearningCenter/OnlineLearning/Pages/default.aspx.

ONLINE COURSE

LENGTH

M-100: The Essentials of Community Association Management (General Edition)

11-14 hours

M-100: Spanish Edition

11-14 hours

M-201: Facilities Management

4-6 hours, plus an additional 4 hours of study via reading assignments and webinars

M-203: Community Leadership

4-6 hours, plus an additional 4 hours of study via reading assignments and discussion boards

M-204: Community Governance

4-6 hours, plus an additional 4 hours of study via reading assignments and discussion boards

M-205: Risk Management

4-6 hours, plus an additional 4 hours of study via reading assignments and webinars

M-206: Financial Management

4-6 hours, plus an additional 4 hours of study via reading assignments and webinars

M-300: Ethics and the Community Manager

4-6 hours, plus an additional 4 hours of study via reading assignments and video

M-350: Managers and the Law

4-6 hours

Board Leadership Development Workshop

6 hours

Business Partner Essentials

3 hours

The courses include online final exams of varying length. The M-100 exam consists of 100 multiple-choice questions.

The 200-level course exams consist of 40-50 multiple-choice questions. M-300 is 10 multiple-choice and true-false questions, and the M-320 and M-350 exams are each 20 multiple-choice questions. Students must receive a score of 70% or better to pass each course. Those who do not achieve the necessary score on the first try will have one additional opportunity to retake the exam without having to repeat the course. Successful students will receive an electronic certificate of completion. CAI-CV offers scholarships to managers interested in CAI classes.

CAI’s Board Leadership Development Workshop will be offered locally (hopefully) on November 3rd. Board members may sign up by logging on to the CAI-CV website www.cai-cv.org. Contact the CAI-CV office at (760) 341-0559 for more information.

E.J. (Jay) Jarvis II, CMCA, CCAM is community manager with HOA Office, Inc., Past President, Lafayette Village Homeowners Association, Past President and On-site manger Portola Palms Homeowners Association.

Jay can be reached at jay@HOAOffice.net.

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2020 TITANIUM SPONSOR SPOTLIGHT

CAI-CV

P

acific Western Bank has been a long-standing multi-chapter member of CAI and we are thrilled to partner with the other members of the Coachella Valley chapter.

Pacific Western Bank counts thousands of HOA customers and over 50 management companies in California among our clients. Because of this, we well understand your needs and the challenges facing you. Look to us for financing and deposit solutions to simplify what can be a complex process.

To serve our property management and community association clients, Pacific Western Bank has several HOA divisions serving geographical areas. In the Coachella Valley, our HOA client base is supported by a dedicated department located in our Yucca Valley office. This highly trained team provides general support for the specialized needs of the HOA industry including:

DEPOSIT SOLUTIONS

LENDING SOLUTIONS

• Remote deposit

• Major repairs

• Zero balance accounts

• Common area improvements

• Grouped account analysis (third-party invoices)

• Interim financing

• Lockbox services

• Land lease buyouts

• Mobile banking

• Reserve replenishments

Additionally, our HOA loan professionals are familiar with the prepayment process of special assessments. Our loans incorporate a method which allows for application of these prepayments and reamortizing the new loan balance to match the new assessment receivable income stream at no additional cost.

Pacific Western Bank is a wholly owned subsidiary of PacWest Bancorp (NASDAQ: PACW).

LEARN WHAT WE CAN DO FOR YOU. Erin Klink, HOA Client Services Officer 760.699.6764 eklink@pacwest.com

Thank you to Pacific Western Bank for their generous support of CAI-CV! CAI-CV.org

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19

FEATURE

COVID-19 RESOURCES CITY WEBSITES - Many of the city websites also offer

valuable information and links to senior resources, food resources, veteran resources, etc.

RIVERSIDE COUNTY The county website has a wealth of information as well as links to various resources. https://www.rivcoph.org/coronavirus CATHEDRAL CITY Cathedral City Coronavirus Updates: http://www.discovercathedralcity.com/covid-19-info/

COACHELLA Coachella Coronavirus Updates: https://www.coachella.org/ about-us/advanced-components/covid-19-microsite DESERT HOT SPRINGS DHS Coronavirus Update 3.11.2020: https://www.cityofdhs.org/news/march-11-coronavirus-update INDIAN WELLS Indian Wells Coronavirus Updates: http://www.cityofindianwells.org/news/details.asp?NewsID=300&TargetID=1 INDIO Indio COVID-19 Health Update – 3.3.2020: https://indio.org/ news/displaynews.htm?NewsID=809&TargetID=48 LA QUINTA La Quinta Coronavirus Updates: https://www.laquintaca.gov/ Home/Components/News/News/2783/286?backlist=%2f PALM DESERT Palm Desert Coronavirus Updates: https://coronavirus-response-city-of-palm-desert-cpd.hub.arcgis.com/ PALM SPRINGS PS FAQ on Coronavirus: https://www.palmspringsca.gov/ Home/Components/News/News/5492/23?backlist=%2f PS Community Alert: Important Coronavirus Update: https://www.palmspringsca.gov/Home/Components/News/ News/5490/23?backlist=%2f RANCHO MIRAGE COVID UPDATES: https://covid19.ranchomirageca.gov/

BORREGO HEALTH: https://www.borregohealth.org/telehealth DESERT AIDS PROJECT: https://www.desertaidsproject.org/ questions-and-answers-on-coronavirus/ CALIFORNIA TELEHEALTH RESOURCE CENTER PROVIDER LIST: http://www.caltrc.org/knowledge-center/ telehealth-specialty-provider-list/

COMMUNITY RESOURCES - FOOD COACHELLA VALLEY RESCUE MISSION Call 760-347-3512 or visit https://www.cvrm.org/ FIND FOOD BANK http://www.findfoodbank.org/find-food/ FISH FOOD BANK Call 760-398-1600 MARTHA’S VILLAGE & KITCHEN https://marthasvillage.org/programs/food-services/ THE NARROW DOOR https://www.thenarrowdoor.org/calendar WELL OF THE DESERT https://www.wellinthedesert.org/dine-and-dash

COMMUNITY RESOURCES – SHELTER / HOUSING COACHELLA VALLEY RESCUE MISSION https://www.cvrm.org/what-we-do/get-help-today/ GALILEE CENTER Call 760-396-9100 JEWISH FAMILY SERVICES https://jfsdesert.org/support-programs/ MARTHA’S VILLAGE & KITCHEN https://marthasvillage.org/programs/emergency-housing/ PATH OF LIFE MINISTRIES https://www.thepathoflife.com/shelters/

COMMUNITY RESOURCES – HEALTH

COMMUNITY RESOURCES – FINANCIAL ASSISTANCE

DESERT HEALTHCARE DISTRICT AND FOUNDATION: https://www.dhcd.org/media/426/Community%20Resource%20 Guide%20August%202019%20-%20web%20only.pdf

LIFT TO RISE Economic Protection Plan: https://www.lifttorise.org/protectionplan

RIVERSIDE UNIVERSITY HEALTH SYSTEM – BEHAVIORAL HEALTH: https://www.rcdmh.org/Coronavirus

RIVERSIDE COUNTY DEPARTMENT OF PUBLIC SOCIAL SERVICES Cash Assistance Program for Immigrants (CAPI): http://dpss.co.riverside.ca.us/adult-services-division/capi CalWORKs Temporary Assistance: http://dpss.co.riverside.ca.us/self-sufficiency/calworks/apply

RIVERSIDE COUNTY WORKFORCE DEVELOPMENT MENTAL HEALTH ASSISTANCE: Call 1-951-686-HELP (4357) FREE YMCA EXERCISE ON-DEMAND CLASSES: https://ymca360.org/ ABOUT TELEHEALTH – PALM SPRINGS LIFE: https://www.palmspringslife.com/brave-new-world/

20

EISENHOWER MEDICAL CENTER: https://eisenhowerhealth.org/patients-visitors/ coronavirus-covid-19-what-you-need-to-know/

Quorum August, 2020

UNITED WAY OF THE DESERT Help2Others Assistance Program: https://www.unitedwayofthedesert.org/help2others

EASY ACCESS TO CAI-CV’S CORPORATE SPONSORS Just tap CORPORATE SPONSORS for one-touch access to CAI-CV’s vast resource of trusted service providers.

TOP-RATED LOCAL BUSINESSES AT YOUR FINGERTIPS!

Get the App

1

Complete list of CAI-CV’s Corporate Sponsors – Trusted and experienced business partners serving community associations and homeowners.

2

Search by category for easy-to-find access for specific services.

3

Research company location, directions and contact information.

Download the CAI-CV app today! IT’S FREE! Go to your smartphone app store and type in CAI-CV. Look for the CAI-CV logo and download the app. Questions? Call the CAI-CV office at (760) 341-0559.

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21

Help Slow the Sp Use of Cloth Face Coverings to FEATURE Help Slow theFace Spread of COVID-19 UseUse of Cloth Coverings to How to Wear Cloth Face Coverings of Cloth Face Coverings to Help Slow the Spread of COVID-19 How to Help Wear Cloth FaceSlow Coverings the Spread of COVID-19 Cloth face coverings should—

• fit snugly but comfortably against the side of the fac

Cloth face coverings should—

• fit snugly but comfortably against the side of the face

How to Wear Cloth Face Coverings

• be secured with ties or ear loops Cloth face coverings should— • include multiple layers of fabric • fit snugly but comfortably against the side of the face • allow breathing without • befor secured with ties or earrestriction loops • be able to be laundered and machine dried without damage or • include multiple layers of fabric change to shape • allow for breathing without restriction be able to be laundered andFace machine dried without damage or CDC• on Homemade Cloth Coverings

change to shape CDC recommends wearing cloth face coverings in public settings where other social distancing measures are difficult to maintain (e.g., grocery stores and CDC on Homemade Cloth Face Coverings pharmacies), especially in areas of significant community-based transmission.

CDC recommends wearing cloth face coverings in public settings where other CDCsocial also advises themeasures use of simple cloth face coverings(e.g., to slow the stores spreadand of distancing are difficult to maintain grocery the pharmacies), virus and help people who may of have the viruscommunity-based and do not knowtransmission. it from especially in areas significant transmitting it to others. Cloth face coverings fashioned from household CDC also advises the use of simple cloth face coverings to slow the spread of items or made at home from common materials at low cost can be used as an the virus and help people who may have the virus and do not know it from additional, voluntary public health measure. transmitting it to others. Cloth face coverings fashioned from household Cloth faceorcoverings shouldfrom not common be placedmaterials on youngatchildren items made at home low costunder can beage used as an 2, anyone whovoluntary has trouble breathing, or is unconscious, incapacitated or additional, public health measure. otherwise unable to remove the cloth face covering without assistance.

Cloth face coverings should not be placed on young children under age anyone has trouble breathing,are or isnot unconscious, incapacitated The2,cloth facewho coverings recommended surgical masks or N-95 or otherwiseThose unable remove the cloth face covering without respirators. aretocritical supplies that must continue to beassistance. reserved for healthcare workers and other medical first responders, as recommended The cloth face coverings recommended are not surgical masks or N-95 by current CDC guidance. respirators.

Those are critical supplies that must continue to be reserved for healthcare workers and other medical first responders, as recommended by Should face coverings be washed or otherwise currentcloth CDC guidance.

cleaned regularly? How regularly? cloth coverings be washed Yes.Should They should be face routinely washed depending on or theotherwise frequency of use. cleaned regularly? How regularly?

Yes. They should be routinely washed depending on the frequency

of use.

How does one safely sterilize/clean a cloth face covering?

A washing machine should suffice in properly washing a cloth face covering.

How does one safely sterilize/clean a cloth face covering?

A washing machine should suffice in properly washing a cloth face covering.

How does one safely remove a used cloth face covering?

• be secured with ties or ear loops • include multiple layers of fabric

• allow for breathing without restriction

• be able to be laundered and machine dried without change to shape

CDC on Homemade Cloth Face Coverings

CDC recommends wearing cloth face coverings in pub social distancing measures are difficult to maintain (e.g pharmacies), especially in areas of significant commu

CDC also advises the use of simple cloth face coverings the virus and help people who may have the virus and transmitting it to others. Cloth face coverings fashione items or made at home from common materials at low additional, voluntary public health measure.

Cloth face coverings should not be placed on young ch 2, anyone who has trouble breathing, or is unconsciou otherwise unable to remove the cloth face covering w

The cloth face coverings recommended are not surgica respirators. Those are critical supplies that must contin healthcare workers and other medical first responders current CDC guidance.

Should cloth face coverings be washed or o cleaned regularly? How regularly?

Yes. They should be routinely washed depending on th of use.

How does one safely sterilize/clean a cloth

A washing machine should suffice in properly washing

How does one safely remove a used cloth f

Individuals should be careful not to touch their eyes when removing their cloth face covering and wash h after removing.

Individuals should be careful not to touch their eyes, nose, and mouth How does one remove a used clothhands face immediately covering? when removing theirsafely cloth face covering and wash Individuals after removing.should be careful not to touch their eyes, nose, and mouth when removing their cloth face covering and wash hands immediately after removing.

CS316353B 04/10/2020, 8:07 PM

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Quorum August, 2020

CS316353B 04/10/2020, 8:07 PM

cdc.gov/coronavirus cdc.gov/coronavirus

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23

RESERVES

Reserves and Civil Code 5551

By Kevin Leonard, RS

2019 brought about a new legislative requirement that will affect many communities across California. When governor Newsom signed SB 326 into law last year, a new, significant expense and inspection became a requirement for a large number (but not all!) of California communities that are organized as condominiums.

California Civil Code 5551, which went into effect 1/1/2020 only applies to communities that fit all of the following criteria: 1) Organized as a California condominium 2) Association contains three or more multifamily dwelling units 3) Association areas of maintenance or repair responsibility must include exterior elevated structures (decks, balconies, stairs, walkways and their railings) that: a. Extend beyond the exterior walls of the building

The inspection is to be completed of “load-bearing components together with their associated waterproofing systems” by the “least intrusive method necessary.” As many times structural elements may be covered, this inspection may involve removing a portion of the building envelope to access the structural elements. Additionally, the code references the possible use of moisture meters, borescopes and infrared technology as possible tools to use in conjunction with the visual inspection. Depending on the observations made, the inspector may need to conduct more intrusive investigation to ensure 95 percent confidence can be achieved.

This inspection is not to be confused with CA Civil Code 5550’s requirement for a “reasonably competent and diligent visual inspection” as 5550’s inspection requirement is for budgetary planning purposes (a part of Reserve Study and budgeting process) while the 5551 inspection requirement is to evaluate for safety (intended to generally identify whether the structural elements are safe or not) purposes. Both inspections are important pieces in the operation of a condominium association, but they are conducted by different professionals for different purposes.

b. Have a walking surface six or more feet above ground c. Are designed for human occupancy or use d. Are supported in whole or in substantial part by wood or wood-based products

If your community has determined it fits the criteria, then a qualified inspector must be hired to conduct an inspection. The code defines the inspector be a licensed structural engineer or architect. The inspector is required by the code to inspect a random and statistically significant sample of elements that fit the criteria noted earlier. Statistically significant is called out specifically in the code as being defined as a “sufficient number of units inspected to provide 95 percent confidence that the results from the sample are reflective of the whole, with a margin of error of no greater than plus or minus five percent.”

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Quorum August, 2020

The report that is then produced by the licensed structural engineer or architect to comply with CA CC 5551 will include the following information: 1) Identification of what elements fit the criteria to be inspected at the association 2) Report on physical condition of the elements, including any “immediate threat to the health and safety of the residents” 3) Anticipated life span remaining of the structural elements and waterproofing systems 4) Recommendations for any repairs or replacements of structural elements and waterproofing systems

RESERVES

This report is then to be stamped or signed by the inspector, presented to the board, and incorporated into the association’s Reserve Study (so be sure to provide a copy to your Reserve Study provider to be incorporated into your next update!).

Additionally, if any immediate threats to health and safety are identified: 1) The inspector is directed by the code to provide a copy of the report: a. Immediately to the association upon completion b. Within 15 days of completion to local code enforcement agency (typically a city or county office) 2) The association must take immediate action to prevent people from accessing the area of concern until areas of concern have been repaired and subsequently inspected and approved by the local enforcement agency.

The association’s first inspection, which must be repeated every nine years (to coincide with every third With-Site-Visit Reserve Study update) must be completed before January 1, 2025. For a new building, where the building permit application was submitted after January 1, 2020, the first inspection must be completed no later than 6 years after certificate of occupancy. All CC 5551 inspection reports are to be maintained for two inspection cycles by the association.

This law is not intended to limit the role or responsibility of associations in their maintenance, repair, inspection and replacement responsibilities. It is intended to be a supplement to normal maintenance and Reserve Study inspections, providing an additional step by a skilled individual to minimize the growth of (expensive) undetected deterioration and ensure safe communities.

"BECOMING COMPLIANT WILL BE A NEW/ADDITIONAL EXPENSE, BUT INSPECTIONS WILL BE EARLY WAYS TO DETECT AND AVOID COSTLY COMMON AREA DEFERRED MAINTENANCE, IDENTIFYING PROBLEMS (HOPEFULLY) WHILE THEY ARE STILL SMALL." Costs for this service (inspection and report ONLY, doesn’t include costs for potential repairs to structure and/or waterproofing that may be identified in the inspection process) is wide-ranging at this time. We’re seeing anywhere from $500 – 1,000 per deck for non-destructive testing at this time.

Costs, of course, can easily go higher depending on the full scope of work, yet may also be significantly less depending on the specifics of the community. We also strongly encourage associations that fall under this requirement obtain estimates from qualified vendors now so that Reserve budgets can be adjusted to accommodate this significant “every nine year” cost, which needs to be performed in advance of your next Reserve Study With-Site-Visit update.

Becoming compliant will be a new/additional expense, but inspections will be early ways to detect and avoid costly common area deferred maintenance, identifying problems (hopefully) while they are still small. So, in addition to promoting safety, these inspections may actually provide long-term net cost-savings for associations.

Kevin Leonard, RS is the President of Association Reserves-Inland Empire, LLC. Kevin is responsible for serving the Reserve planning needs of the Inland Empire and Coachella Valley areas.

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Quorum August, 2020

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27

FEATURE

Maximizing Management Company Services Maintenance, House Calls & Absentee Home Care

By Damian Jenkins

H

ow many times do you think to yourself that you wish your maintenance task list was a whole lot shorter and your weekends were longer?

Whether you are a board member, manager, or resident in need of home maintenance, your management company may be able to help.

Rather than try and find individual vendors to do each repair, check to see if your management company could source these types of services through their trustworthy business contacts. Some management companies also have trained technicians who can help assess what maintenance is needed and assist with building an ongoing maintenance matrix to ensure your projects never get out of hand. Some management companies also offer these types of services directly to residents, creating a simple process for overseeing repairs that require architectural committee review. Check with your management company to see how they can simplify maintenance projects for your association and residents.

HERE’S A LIST OF OUR MOST COMMONLY REQUESTED SERVICES: Contractor Services

• Drywall repairs • Larger painting projects (one room or your entire home) • Light fixture replacement • LED retrofit • Tile work • Carpentry work • Hanging doors • Remodel Basic Home Care Maintenance

• Recaulking tubs and showers • Changing refrigerator and RO filters • Changing smoke detector and CO detector batteries • Cleaning rain gutters and gutter repair • Changing light bulbs • Picture hanging • Small painting projects (touch up paint) • Door lock change/rekey • Towel bar repair/replacement • Furnace filter changing 28

Quorum August, 2020

FEATURE Internal Inspections

• Inspect for signs of damage, vandalism, or theft • Check that all windows and entryways are secure • Check security system is set and working properly • Check inside lighting timer is set to owner’s specifications

• Run water in all sinks, bathtubs, and showers to keep water in the traps from evaporating

• Visually inspect under sinks for leaks • Visual inspection of walls, ceilings, windows, tubs, showers for water damage, leakage, mold or mildew

ABSENTEE HOME CARE Many associations in the Desert have a high percentage of absentee homeowners. When owners are away, problems can impact other residents requiring fast action from the community manager. Your management company may be able to help. While residents are away for the season, there are services available that will ensure your community is safe and maintained.

External Inspections

• Check all exterior doors and windows to ensure they are secure

• Visual check for evidence of attempted break-in, vandalism, theft or damage

• Removal of newspapers and mail • Clean entryway to look occupied • Check outside faucets for leaks • Visual inspection of rain gutters and roof from ground level

• Visual inspection of landscaping to assure upkeep • Visual inspection of pool and pool equipment and ensure proper operation

• Check irrigation clock that it reflects accurate time and operation

• Flush all toilets and inspect • Visual check of hot water heater and Smitty pan for leaks

• Visually inspect all HVAC serviced areas • Check for signs of pest or insect activity • Check that the thermostat is set to specified temperature

• Check refrigerators and freezers to ensure proper working order

• Test smoke/carbon monoxide detectors for proper operation

• Check breaker box for tripped breakers By using your management company to assist with these projects, you can ensure maintenance tasks are completed by appropriately licensed contractors. For large projects, your management company can even work with your community’s legal counsel to ensure contracting is accurate and that appropriate safeguards are in place.

Management companies may also be able to help you with other aspects of maintaining your community, including insurance programs, reserve analysis, vendor and employee education, board member training, and risk management.

Check with your management company to make sure you are taking advantage of all their expertise and experience.

Remember, management companies and their managers are professional advisors you can trust.

Damian Jenkins is Division President for The Management Trust Desert Division, where he has been since 2018. His professional achievements include 17 years in Hospitality with The RitzCarlton Hotel Company. He is chair of CAI-CV’s Membership Committee and is on the Board of Directors for Desert Arc and serves as an Ambassador for the Greater Coachella Valley Chamber of Commerce. Damian can be reached at (760) 776-5100 x6317 or by email at Damian.

Jenkins@managementtrust.com.

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29

POOLS

When is the Best Time to Remodel a Commercial Pool?

By Mark Feldstein

W

rong question. The real question is how far in advance should you contract to remodel a pool in order to schedule the work to coincide with your requirements.

Closing a commercial pool for renovation is never a moment for celebration. No matter how hard you sell it to your pool users, brand new finish, adding new equipment, modernizing, you will hear complaints like, “But my sister is coming into town with their seven kids that week. What am I going to do with them?”

Let’s face it – there is no “best time” to remodel and if your pool has just reopened, the last thing you want to do is close it again. There is only “the time when the pool is least used or will bring me the fewest complaints.”

So, you’ve done your part; warned everyone that the pool will be closed from this to that date. The problem is that you did things backwards. The process should be to contract with the pool remodeler of your choice first. Get it on their schedule and then let everyone know.

How much advance time do you need to go to contract? That depends on two factors; how long it is taking for permits to be issued AND how busy the reliable remodelers are. The answer to both questions are impacted by the location of the pool.

For example, pool remodeling season is the exact opposite in the Coachella Valley than it is in Orange County. Coachella Valley gets very busy in the winter months while Orange County is overwhelmed in the spring and summer. The

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opposite of what you would expect. You would think that pool owners would remodel when the pool is being least used.

You are not alone; we can’t figure it out, either.

While you can always find an unlicensed, uninsured remodeler who can start next week, we highly recommend you take a hard pass. Any reputable remodeler should be booked from 6 to 8 weeks during their busy season. If they can “start tomorrow,” then they can also disappear the day after.

"ANY REPUTABLE REMODELER SHOULD BE BOOKED FROM 6 TO 8 WEEKS DURING THEIR BUSY SEASON." Also, keep in mind that, unless you are willing to pay a premium to fast track a permit in county or city departments (and not all even offer that), the wait for a permit can range from same day to 8 weeks, believe it or not. Another mystery to us. Permits are taking longer since many government employees are operating remotely.

Another component of timing is budget. When you’re ready to remodel a pool and/or outdoor living space, sooner is always better than later. Prices do not decrease in this industry nor are there typically discounts during the slow months. Costs are the same all year round. There are no bargains that can be passed to the buyer.

FEATURE WEATHER CONSIDERATIONS THAT AFFECT POOL REMODELING: RAIN Even in California with mild winters, remodeling is best after the rainy season for many reasons. First, pool remodeling is a very labor-intensive process. Unless you’re remodeling an indoor pool, any outside construction project is prone to weather and field challenges. When you're digging holes, laying concrete or replastering, you need clear days and weather that supports adequate curing time. Freezing temperatures (while not common to Southern California except for higher elevations) can also affect how plaster sets.

Another potential issue of building or remodeling a pool in winter is the water table. Due to many years of drought conditions this hasn’t been a problem for most of California but DOES EXIST in certain areas. If the water table rises, it can cause a pool, when emptied, to “pop out” of the ground. To prevent this issue, an experienced remodeler will put a hole in the shell in the deep end while the pool is being remodeled and then install a hydrostatic valve which is a one-way valve located at the deep end of the pool during construction. This allows swelling groundwater to escape into the pool instead of pushing the pool up from underneath. Make sure you ask about this from your remodeler.

WIND Surprisingly, wind can be a factor. Santa Ana winds, a Southern California phenomenon, drive an intense, warm wind all over the Southland. Caused by pressure from warmer desert temperatures, we can experience the Santa Anas anytime between September and May. Wind can affect applying a pool finish or decorative concrete decking. No one wants pool plaster to be flying all over the area or unwanted particles flying onto a new cement deck.

The short answer is to do your due diligence and find the contractor of your choice and figure out the schedule together.

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.

HELP CAN BE A CLICK OR PHONE CALL AWAY. There is no shame in seeking help in these difficult times. If you know of someone who is having difficulty coping in the midst of COVID-19, please pass along these resources to them. There are many resources available to those in our communities who need assistance. Most of these entities provide additional links to more resources and information.

MENTAL HEALTH RESOURCES: Nami.org – National Alliance on Mental Illness. They have numerous chapters in each state. Following is the link to their Coachella Valley website: https://nami.org/Find-Your-Local-NAMI/Affiliate/ Details?state=CA&local=0011Q000022GBsmQAG Following are other websites/resources that will provide a wealth of information. https://www.mhanational.org/live-your-life-well https://www.eachmindmatters.org/ https://www.nimh.nih.gov/health/index.shtml https://www.samhsa.gov/find-treatment https://www.helpguide.org/home-pages/anxiety.htm https://riinternational.com/our-services/california/ palm-springs-home/ https://www.alldesertwellness.org/ Also, individual cities in the Coachella Valley have their own websites and specific links for information and resources related to COVID-19 and we urge you to visit those websites for local and updated information pertaining to your city. See page 20.

Marilyn Ramos is a Paralegal for Guralnick & Gilliland, LLP. She can be reached at (760) 340-1515 or by email at MarilynR@gghoalaw.com.

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31

HOA LAW

Surviving the COVID-19 Rollercoaster

By Julie R. Balbini, Esq.

I

n March, associations had to close everything down. In May, golf courses, tennis courts, pickleball courts, and pools began to reopen. In June, step by step, most services were reopened, or in the process of reopening, by the end of the month. And in July, things were closed back down again – if they even managed to get reopened, before Governor Newsom issued the orders to close them down.

The COVID-19 rollercoaster has well and truly begun. As with all rollercoasters, the key to surviving this one is ensuring you are prepared for the ups, downs, twists and turns. As this virus is truly a novel one, it is hard to predict what is going to come next, or how it will affect any of us. What we do know is to expect frequent changes. This means boards and managers need to stay on top of the latest changes and remain adaptable and flexible to the everchanging landscape.

To help with this Herculean task, CAI-CV is presenting a special series of Ask the Attorneys programs, twice per month, strictly dealing with providing the latest updates on COVID-19 and a forum for managers, homeowner leaders and interested business partners to ask some of our legal experts any questions they may have relating to this ongoing pandemic. As of the printing of this edition of Quorum, CAI-CV will have held four such programs, with two more scheduled for August 14 and 28.

Given how quickly things have been changing, it is quite likely that, by the time we get to the next Ask the Attorneys program, things will have changed again – for the better or worse is hard to say.

But, for now, where are we?

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Effective July 13, 2020, all counties in California were required to close indoor operations in the following sectors: • Dine-in restaurants • Wineries and tasting rooms • Movie theaters • Family entertainment centers (e.g., bowling alleys, miniature golf, batting cages and arcades) • Zoos and museums • Cardrooms Additionally, bars, brewpubs, breweries, and pubs were required to close all operations, both indoor and outdoor, statewide, unless they offer sit-down, outdoor dine-in meals. Alcohol can only be sold in the same transaction as a meal.

Counties that have remained on the County Monitoring List for 3 consecutive days are required to shut down the

following industries or activities, unless they can be modified to operate outside or by pick-up: • Gyms and fitness centers • Places of worship and cultural ceremonies, like weddings and funerals • Offices for non-critical infrastructure sectors • Personal care services, like nail salons and body waxing • Hair salons and barbershops • Shopping malls Riverside County, along with more than 30 other counties (essentially, all of Southern California), is on the 3+ day monitoring list. Thus, as of the printing of this article, all of the above restrictions are in effect for the Coachella Valley.

For associations, this means the following: (1) on-site restaurants are back to

HOA LAW take-out or outdoor patio dining only; (2) gyms and other indoor fitness facilities must be closed, though outdoor portions of such facilities may be able to open; (3) clubhouses generally need to be closed; and (4) other outdoor recreational facilities (e.g., pools and tennis courts) may be able to open.

about the potential issues that may come with choosing either to open or close a particular facility, and then weighing the pros and cons, before making a decision that the board believes is in the best interests of the association, as a whole.

As an attorney, part of my job is to steer my clients away from potential

"EVEN FOR THOSE FACILITIES THAT MAY BE PERMITTED TO OPEN, ASSOCIATIONS ARE FACED WITH THE VERY REAL QUESTION OF SHOULD THEY BE OPENED. THIS IS A COMPLICATED QUESTION THAT HAS NO READY ANSWER." Even for those facilities that may be permitted to open, associations are faced with the very real question of should they be opened. This is a complicated question that has no ready answer.

As with other decisions of the board, regardless of which way a particular association decides to go with this question, the most important thing is that the board act in good faith, in the best interests of the association, and with reasonable inquiry. This means talking with the association's attorney and manager

liability and excessive costs that could be crippling to many associations. I have cautioned associations about the potential risks and costs of choosing to open facilities – especially given that most insurers will not only not cover a loss that is caused by COVID-19, but will also not provide a defense, which could be incredibly expensive – along with the potential risks of keeping shared outdoor facilities closed.

While many of my clients have chosen to be cautious and close their

pools (and other shared facilities), given both the potential liability issues and the exorbitant costs of implementing the State's guidelines for some of these facilities, some have weighed the pros and cons and determined that opening such facilities was the right thing to do for their particular association. In all

cases, however, the decision was made only after the boards had done their due diligence.

The COVID-19 rollercoaster can sometimes make you feel like you have whiplash, and it can be exhausting and frustrating. What is right for one association may not be right for another. But boards and managers can get through these trying times by pulling down the safety bar, holding on tight, and being prepared to agilely move with the ups, downs, twists and turns, which may be the only constants for the near future and likely for at least the rest of 2020.

Julie R. Balbini, Esq. is a Senior Associate Attorney with Fiore Racobs & Powers, A PLC. Julie can be reached at (760) 776-6511 or jbalbini@fiorelaw.com.

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33

FEATURE

Online Meetings – The New Normal

By Kimberly Burnett

O

nline meetings are now part of almost everyone’s world. In just a few short months, we have seen a huge increase in virtual meetings. Each day, millions of people use virtual platforms to conduct business, networking, board meetings, and even family gatherings without risking the spread of COVID-19. Zoom is one of the most used platforms, but there are others. While these platforms have allowed us to stay connected, they also pose new challenges regarding etiquette, dress code, housekeeping and preparation. Here are a few tips on virtual etiquette.

GET A SMART DEVICE AND TURN ON YOUR VIDEO Video platforms are not perfect but if you plan to participate in a virtual meeting, please make sure you do so from a “smart” device. Video etiquette now includes being seen!

Smart devices include computers, smart phones, and tablets. If you have "Smart devices been holding out on getting a smart include computers, device, now is the time to make the smart phones, and jump into this new technology. Prices tablets." are good and many tech companies are no longer supporting older devices.

Don’t worry about not understanding the technology or being embarrassed in front of others. Virtual meetings are new to most of us and there is no better time to try it out.

JOIN MEETINGS EARLY AND TEST YOUR TECHNOLOGY When joining a meeting it is best to join the meeting a few minutes before start time, so you can check your video and your microphone. In the virtual world, little electronic glitches can cause problems and are often remedied by leaving the meeting and logging in again. In a virtual meeting, sound goes both ways so you need to adjust your speaker (so you can hear) and your microphone (so participants can hear you).

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The same is true for the video. You may need to adjust your screen so you can see the speaker and participants, and your camera so they can see you.

THE MUTE KEY – AUDIO & VIDEO Learn how to use the mute key and ALWAYS mute your microphone when you're not talking during a meeting. If you are attending a class or lecture that is not interactive, you should also turn off your camera when listening to a speaker. It is amazing what people do when they forget others are watching them. If you need to get up in the middle of the meeting, turn the camera off, and then take care of your business. Be mindful of what you are doing and what’s going on around you while you are on camera.

YOUR LOCATION IS KEY Find a quiet room with no distractions. Wind and background noise are irritating to all participants and will interfere with your ability to interact during the meeting. Bright light can interfere with participants seeing you clearly. Don’t ever take a virtual meeting if you are driving. It is against the law and everyone will be watching you if you get pulled over.

If you need to take a call as a passenger in a car, get some Velcro and use it to adhere your phone so it is not moving around during the meeting. You will not be able to hold the

FEATURE phone up the entire time. If you are taking the call from your computer, turn off your email so the incoming mail “ding” won’t interrupt the meeting.

MAKE YOURSELF BEAUTIFUL

CHOOSE A BACKGROUND

LOOK ME IN THE EYE

There is a reason movie stars are beautiful. They prepare for hours, using lighting and makeup to bring out their best features. I’m not advocating that you hire a makeup artist HOW YOU DRESS STILL COUNTS but there are some lessons we Let’s face it – COVID-19 and working remotely can learn from the “industry” "There are two things to adjust has relaxed the way we dress for work, but appearto help us look our best. First, each time you are on a call — ance is still important. There is a standard of many platforms automatically camera position and lighting." dress especially if the video adjust your video to make you conference call is pertaining look better – others list “touch to business or board meetup” or something similar as "Business ings. Business casual attire is an option. Make sure that casual attire always a good choice. Women feature is turned on! Next, is always choose tops with sleeves and there are two things to adjust a good nothing too low cut. Sweats each time you are on a call -choice." and old t-shirts or pajama camera position and lighting. tops are not professional.

Set the camera in a flattering Do not eat or smoke on a call position. Play around with the unless it is a scheduled lunch camera position to determine the best angle. Choose call. Remember you are on "When communicating a well-lit area or purchase a desk lamp that can be camera and some personal during a virtual adjusted and dimmed to get the right lighting. You grooming activities need to meeting, it is critically can even purchase a ring-light (used in the industry) be done in private. No picking important that you look to evenly distribute light on your face. Check online at teeth, nose or ears. into the camera." for video lighting options.

The video conference has been a doorway into many people’s homes. Participants can see the art you choose for your walls, the mess on your desk, disorganized bookshelves, and dirty laundry. I’ve seen into people’s closets, bathrooms and unmade beds! For me, this hit home on "If you choose not to a video call when one of my coworkers use a background, commented on how many shoes I had. look around your Fortunately, Zoom and many platforms allow you to choose any background. room and make The background must be a JPG file – sure closet doors and you can easily take any photo and are closed, beds change it to a JPG file by saving it while are made, and adding the ending .jpg. You can Google clothes cleaned virtual meeting backgrounds or take up and stacks of your own photo. Some platforms even allow short videos to be used. You can papers moved out also use company logos. I solved my the range of the shoe problem by using my company camera." logo but others have added tropical designation spots. If you choose not to use a background, look around your room and make sure closet doors are closed, beds are made, and clothes cleaned up and stacks of papers moved out the range of the camera.

When communicating during a virtual meeting, it is critically important that you look into the camera. If you have a portable camera set up next to your computer but are looking at the screen (not the camera) while talking, you will appear shifty-eyed to meeting participants. Make sure your camera ia as close the screen as possible.

VIRTUAL MEETINGS ARE HERE TO STAY Most experts agree that virtual meetings are the new normal and are here to stay. Virtual platforms have been a big hit, allowing more flexibility with the way we conduct business and social gatherings. While we hope to get back to face-toface meetings soon, you can expect that virtual meetings will continue, perhaps as an option to all future meetings. I hope these tips are helpful. If you need assistance connecting to the new virtual world, call the CAI-CV office. We will find a volunteer to help you get connected.

Kimberly Burnett is the Business Development Manager at DSI Security Services. Kimberly can be reached at (909) 238-3827 or by email at kburnett@dsisecurity.com.

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35

FEATURE

Parliamentary Procedure

By Sabina Dorn, Jay Jarvis, CMCA and Jim Leighty

A

subcommittee of CAI-CV’s Homeowner Leaders Committee is working on a simpler and easier parliamentary procedure process for homeowners associations. If you are interested in participating in this process or providing your comments, please contact the CAI-CV office.

Parliamentary law is simple in principle because it is based on fairness, common sense, and courtesy. However, over time, many parliamentary procedure guides have developed their own vocabulary and have become so numerous and complex, that most of us find them difficult to use. Our hope is to recraft basic RULES FOR parliamentary procedures that are easy CONDUCTING to use and that will directly help with VIRTUAL BOARD HOA governance.

MEETINGS The COVID-19 pandemic has reviCOVID-19 has talized this effort as we see many HOAs made video conferstruggling with difficult decisions relatencing extremely ing to reopening amenities. Beginning popular among in the September issue of Quorum, we boards. The will be publishing the new procedures Davis-Stirling Act as they are developed. allows for video Everyone seems familiar with Robert's meetings, but Rules of Order, written by Civil War another California veteran, General Henry Robert, and first law requires notice published in 1876. He prepared rules of to participants conduct for meetings to establish an if the session is orderly manner for everyone to be heard, being recorded. and to create a framework for making Check with your decisions. Robert's Rules have been HOA attorney to widely adopted by private organizations make sure you are throughout the world and seem to be in compliance with the procedure of choice for homeowner your governing association meetings. documents and Unfortunately, Robert’s Rules of Order State law. are so comprehensive, that for most HOA leaders, they are overwhelming. Additionally, and perhaps more

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important, Robert’s Rules of Order do not address the nuances of individual governing documents, the Davis-Stirling Act or the Open Meeting Act requirements for HOAs. Since there is no requirement that boards use Robert's Rules of Order, boards are free to use more flexible procedures, as long as they are recognized as the HOA’s parliamentary procedures.

If you are an HOA manager or homeowner leader and would like to be involved in this project, please let us know. Call the CAI-CV office at (760) 341-0559 or email Admin@cai-cv.org.

Sabina Dorn is the president of St. Augustine Community Association and a retired business executive. She serves on the Homeowner Leader Committee.

E.J. (Jay) Jarvis II, CMCA, is community manager with HOA Office, Inc., Past President, Lafayette Village Homeowners Association, Past President and On-site manger Portola Palms Homeowners Association.

Jim Leighty is a Registered Professional Engineer, retired after 47 years in the aerospace industry.

He has a Bachelor’s in Engineering from UCLA, a Master's in Business Administration from California Lutheran University and he currently serves as president of the Las Colinas HOA.

CAI NATIONAL

Meet the Board

COVID Pandemic Update from CAI National

Steven Shuey, PCAM

By Jay Jarvis, CMCA

This profile of board member Steven Shuey is the first in a series of QUORUM stories about board members and committee chairs of the Coachella Valley Chapter of the Community Associations Institute (CAI-CV). Steven moved to the Coachella Valley from the Los Angeles area in 1975. He is a past president of CAI-CV and holds CAI’s prestigious Professional Community Association Manager (PCAM) designation. He is employed as Operations Manager and Community Association Consultant by Personalized Property Management, a family-owned business that Steven Shuey, PCAM manages 110 communities in the Coachella Valley.

Steven joined CAI-CV nearly 40 years ago representing his employer, a local developer. He later became an individual manager member. Steven says that he “joined CAI primarily for the education,” but also enjoyed serving both locally and at the national level. Currently, Steven is a member of several Chapter committees, serves as the chair of the Education Committee, and he serves on CAI’s national faculty, flying around the country teaching manager courses. He previously served two two-year terms on the National Manager’s Council (formerly the Association of Professional Community Managers), a special council of CAI National that reports to the CAI board of trustees. Steven has also facilitated the managers exchange forum at the CAI National conference for over ten years.

Steven believes his greatest strength is in the area of communications where he enjoys teaching, facilitating conversations, and mediating disputes.

He notes that he “really enjoys teaching others” and is proud of serving on CAI’s national faculty.

Steven considers his management style to be proactive. “I don’t believe in waiting until I’m directed to do something,” he notes. “I offer to get things done, whenever possible, before being asked.”

Steven’s hobbies include photography, electronics, and locksmithing.

He built his first computer before IBM put out their desktop PC. He has also designed security key systems for major buildings. His current passion is, “helping others in a godly sort of way.” He is currently assisting former drug addicts change their lives through Christianity. “It is exciting watching them come back to real life,” he says. He plans to retire from his current employment at the end of 2020 to devote more time to church and service work.

When we asked Steven what he thinks the HOA industry could do better, he said that he would like to see all of us who work with HOAs to focus on making life better for homeowner association residents. He said, “If we all work to help others live a better life, the entire community’s success will follow.”

As the COVID pandemic persists, state orders are pausing and reversing openings, residents continue to urge access to community amenities, including community pools. State legislature that are still in session may be considering COVID-related legislation. Those states with legislatures that have adjourned, Governors continue to release executive orders.

PURSUE IMMUNITY FROM LIABILITY LEGISLATION/ GOVERNOR ACTION: CAI is encouraging state Legislative Action Committees (LACs) to urge legislators or Governors to take action to provide community association boards and their managing agents with immunity related to exposure to COVID. The Utah legislature passed legislation providing general immunity and the North Carolina legislature passed legislation providing general liability AND specific immunity for HOA pool opening.

FACE MASK STATUTES/ ORDINANCES: CAI has been tracking and publishing on our web page government actions related to COVID and community associations.

These government actions (federal, state, and local) including foreclosure moratoriums, short-term rentals, pool opening requirements, opening dates/ phasing requirements, and now mask requirements. This information is updated regularly. Please share this information with CAI members and clients.

E.J. (Jay) Jarvis II, CMCA is community manager with HOA Office, Inc., Past President, Lafayette Village Homeowners Association, Past President and On-site manger Portola Palms Homeowners Association. Jay can be reached at jay@HOAOffice.net.

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MAINTENANCE & RECONSTRUCTION

Soliciting Repair and Maintenance Bids in the Age of COVID-19 The Many Benefits of a Written Request for Proposal (RFP)

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

THE NEW NORMAL FOR KEEPING UP MAINTENANCE Walkthroughs are still warranted and necessary, and we cannot stress enough the importance of following government and health recommendations in the form of socially distancing and mask-wearing. However, with the challenges of the pandemic’s restrictions and the very fluid and ever-changing orders from state health officials, it has become necessary to do what we should have always done: Use visuals such as photos or sketches, and clear and concise written documentation.

The benefit is this allows the same written request to be used with more than one contractor or vendor, bringing you closer to an “apples to apples” comparison.

So, who is supposed to do these written requests? That depends on who has the time to do the careful preparation and follow up. With all of the day-to-day responsibilities that community managers are tasked with, it may be unfair to put such additional burden on them. Coordinating construction bids for certain projects could be assigned to a volunteer committee or a board member.

WRITING A REQUEST FOR PROPOSAL (RFP)

T

hese interesting and still uncertain times have created a new way of living and working, which we are all getting used to a bit at a time. For those forward-thinking members of our professional community, it has been a transformational and enlightening time in so many ways. We have seen many positives as a result of working remotely: cleaner air, less traffic, closer families, and a discovery of the “flip-flop” or “slipper” commute!

Many of us in the Common Interest Development industry have had to “shift” our ways of doing business during the pandemic, which of course has entailed little or no face-time or in-person meetings, and has forced many into the discovery of the simplicity and effectiveness of video conferencing using platforms such as Zoom, Webex, GoToMeeting, and Microsoft Teams to name a few. In those platforms, you can call in if you are one that does not use a computer, or you can use your phone for both video and audio. These platforms have made things much, much simpler nowadays and there are many benefits to virtual meetings.

Using these socially distant video platforms, board meetings can be made simpler and more efficient. Presentations and documents are easily shared on screen visually for detailed discussion, while everyone is looking at the exact same page simultaneously. Even the most non-technical people have found that these new ways of meeting are easy and fun!

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No matter who is writing the RFP, it should be cross-checked by others involved in the process – committee and/or board members – to make sure that everyone’s on the same page.

The key to any RFP, just like any other specification, is to follow the “four C’s” to make sure that the RFP is: Clear, Concise, Correct, and Complete!

MAINTENANCE & RECONSTRUCTION

CLEAR

CONCISE

A FEW SUGGESTIONS TO ACHIEVE THE FOUR C’S:

1. Write a scope of work, clearly defining the limits of work.

2. If you know what type of materials you would like the vendor to use, state them – if you don’t know, ask for them to state the materials in their bid.

3. Provide either sketches or plans if any are available (original construction or otherwise).

4. Use photographs to illustrate work as much as possible.

5. Give a bid format for the vendor to fill out, to make it easier to compare with others, and ask for their estimated duration of work, and have a bid deadline date and time.

USING A PROFESSIONAL ADVISOR TO ASSIST IN THE RFP PROCESS For large or complicated projects, regardless of whether you have someone in the community to help manage a project, boards should consider seeking guidance from a licensed professional advisor such as a construction consultant, architect, or engineer. These professionals will help make the process

CORRECT

COMPLETE

clear and concise, and often gives the vendors confidence in knowing that they need not “guess” at what the client needs.

When a scope is clear and the bidding process is competitive and on a “level playing field” via the use of an RFP, everyone has confidence in the bidding process, which many times leads to sharper pricing, creating overall cost savings to the association and a peace of mind that things are being done under the technical guidance of a professional.

In these uncertain times, we still must all take care of our communities, while maintaining safe practices. Until things change, we can use professional advisors and other specialist to keep HOAs safe.

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.

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39

FEATURE

DURING THESE UNCERTAIN TIMES, CAI BUSINESS PARTNERS AND MANAGEMENT COMPANIES ARE TRUSTED PROFESSIONAL ADVISORS. HELP PROTECT YOUR HOA BY RELYING ON THEIR ADVICE.

Providing award-winning, full service HOA management services to Coachella Valley communities since 2001. How can we help you?

www.albertmgt.com Lori Albert, CAMEx, CCAM CEO & President 760.346.9000 ext. 1014 Lori.Albert@albertmgt.com

_________________________________ Rey Insurance Services a Farmers Insurance Agency Rey Insurance Services has been servicing the Habitational market for over 30 years which includes both Apartments and Condominium Associations.

Locally owned and operated, Asphalt MD’s has been the desert’s #1 choice for association street maintenance for 37 years.

www.asphaltmds.com www.ReyInsuranceServices.com Mike Rey, President (800) 954-6787 mike@reyinsuranceservices.com 40

Quorum August, 2020

Gary Butler, President (760) 863-4500 gary@asphaltmds.com

Additional Corporates Sponsors are listed on page 52.

FEATURE

Beaumont Tashjian represents homeowner associations throughout Southern California in all aspects of community association and real estate law.

www.HOAattorneys.com Lisa Tashjian, Esq. 74-710 Highway 111, Suite 102, Palm Desert, CA 92260 818-884-9998 ltashjian@HOAattorneys.com

_________________________________

Construction Defect Litigation firm with over 35 years of experience representing Homeowner Associations, Commercial Business Owners and Multi-Family homes.

BPR, Inc. utilizes patented technology and cutting edge methods to eliminate trip hazards.

Trip hazards caused by cracked and raised concrete will be removed without any damage to nearby structures, or inconveniencing pedestrians. Our methods take very little time and the result is a safe, clean-cut walking path!

We have over 20 years of experience in the industry providing our services to public and private agencies.

www.bpr1.com

Contact: Elaine Gower elaine@naumannlegal.com 844-492-7474

BPR, Inc. includes a thorough sidewalk inspection with every cutting/grinding project.

An excel spreadsheet will be provided that includes: street name, address, size and length of trip hazard and also removals needed.

Naumannlegal.com Additional Corporates Sponsors are listed on page 52.

Thomas Edelson thomas@bpr1.com 855-804-7336 CAI-CV.org

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FEATURE

Our Coachella Valley attorneys are ready to help your community association navigate through its legal issues today and always.

Sunstates Security partners with clients to provide security solutions that meet the goals and personality of each community we serve.

#TogetherWeCan

www.epsten.com Dea C. Franck, Esq., Shareholder 760-836-1036, dfranck@epsten.com

_________________________________

Stephen R. (Ron) Olsen, Senior Consultant 949-536-4474 www.SunstatesSecurity.com

_________________________________ Striving to be the preferred landscape services contractor and the preferred landscape services employer in the Coachella Valley.

DWI is a full-service lake management company, specializing in pump repairs, serving Coachella Valley for 30 years as a CLM. www.dwiwater.com 42

Quorum August, 2020

www.conservelandcare.com Randy Mitchell Senior Vice President 760-250-7246 rmitchell@conservelandcare.com

Additional Corporates Sponsors are listed on page 52.

FEATURE

We specialize in concrete overlay systems which includes the resurfacing of HOA pool decks.

We also replace and repair concrete.

PWLC II, INC LANDCARE MANAGEMENT

www.coopercoatings.com Marshall F. Cooper, CEO/Owner 760-422-4366 Marshall@coopercoatings.com

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

_________________________________ NPG Asphalt an “Essential Business Partner� is still working full crews and office staff in order to service our clients during these trying COVID19 times.

Kymberli Burke, Director of Marketing 760-822-3258 kymberliburke@npgasphalt.com Additional Corporates Sponsors are listed on page 52.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

43

FEATURE

We are an experienced full-service law firm in the field of Community Association Law serving Southern California.

After more than 50 years, DSI Security Services remains one of the most reliable and competitive security providers in California.

www.DelphiLLP.com Christina Baine DeJardin, Esq. Partner 844-433-5744 cdejardin@delphillp.com

_________________________________

www.dsisecurity.com Kimberly Burnett Business Development Manager (909) 238–3827 kburnett@dsisecurity.com

_________________________________

Dunn-Edwards Corporation What services are we currently offering?

Property Visits for Surface Evaluations, Paint Specifications, Color Renderings, Color Books, Color Boards, Color Consultations, Bid Invitations For Services, please contact: Bridget Nigh - (760) 972-6830 bridget.nigh@dunnedwards.com https://www.dunnedwards.com/professional/ community-and-property-managers/services 44

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We have been serving the Coachella Valley for 30 years.

We would love to work with you to make your community the envy of the town.

Owner Francisco Corona (760) 275-9700 xxfclandscapexx@aol.com

Additional Corporates Sponsors are listed on page 52.

FEATURE

Fiore Racobs & Powers stands united with the CID industry during the COVID-19 pandemic.

Stay safe and healthy!

Your online presence is more important now. We can help with fresh and effective designs for your web and print needs.

CAI-CV

EDUCATED BUSINESS PARTNER

Julie R. Balbini, Esq. Fiore Racobs & Powers (760) 776-6511

www.FioreLaw.com _________________________________ Owner Rodney Bissell For 30+ years, your Lighting & (714) 293-3749 Electrical Services Contractor rodney@bisselldesign.com Retrofits, Projects, Maintenance, www.BissellDesign.com New Technologies, Product & Design _________________________________ Expertise, Budget Solutions.

Local HOA management team and extensive back-office support staff.

The best technology that exposes a level of detail that is not available anywhere else.

www.realmanage.com www.HOAlighting.com Angela Tesinsky, Account Manager Angela.T@HOAlighting.com 760-343-7400

Rhonda M. Drews, PCAM Regional Vice President of Operations (760) 202-9880 ext. 5731 Rhonda.drews@realmanage.com

Additional Corporates Sponsors are listed on page 52.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

45

FEATURE

Gardner Outdoor and Pool Remodeling, exempt from LockDown restrictions, never paused in servicing our clients while following all COVID-19 protocols.

Jain Irrigation, Inc. Switch to ETwater by Jain. Smartest irrigation, see immediate water bill savings. No need to replace existing equipment. Free trial.

www.jainsusa.com/etwater/

www.gardnerremodel.com Mark Feldstein, CFO/Director of Marketing 909-374-5520 markf@gardnerremodel.com

_________________________________

ETwater by JAIN SmartBox controller Mike Palumbo Territory Sales Manager | Jain Irrigation, Inc. (909) 637-7181 mpalumbo@etwater.com

_________________________________ ADVANCED RESERVE SOLUTIONS, INC. ARS consults with our clients to assist with longrange planning, then customizes each reserve study to meet their unique needs.

www.arsinc.com Roxi K. Bardwell, Regional Vice President RBardwell@arsinc.com (760) 295-1864

Roseman Law, APC, a full-service real estate law firm specializing in representation of HOA’s in general legal counsel, collections & defect litigation.

For information

CAI-CV

EDUCATED BUSINESS PARTNER

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www.Roseman.law info@roseman.law

Additional Corporates Sponsors are listed on page 52.

FEATURE

AMS Paving Inc. is the leading asphalt paving and seal coat contractor in the Coachella Valley.

www.amspaving.com Liz Williams, Vice President 760.327.0800 | liz@amspaving.com

Southern California’s #1 Choice of Patrol and Gate Attendant programs for Upscale and Private Gated Communities.

G4S Secure Solutions (USA), Inc. Brandon Joffe Manager, Program Development 714.809.5936 | brandon.joffe@usa.g4s.com

www.g4s.com

“Your local area paint manufacturer, partnering with HOA communities for over 20 years with premium products and expert property services” Jared Knight Property Services Specialist 951.454.2500 jknight@vistapaint.com

www.vistapaint.comKeep

Additional Corporates Sponsors are listed on page 52.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

47

FEATURE

Stay calm and call Nissho for all of your community’s Landscape and Janitorial Needs! We are proud to serve you.

In good times, and bad times, Prendiville Insurance Agency is always there to help with any of your insurance concerns or questions.

www.nisshoca.com Rebecca Bigbey Sales & Marketing Director rbigbey@nisshoca.com | 760-535-0389

_________________________________ Discover how top-notch service, attention to detail and a willingness to do what it takes can help your HOA prosper.

Matthew Lawton, EBP, CIC, CIRMS Educated Business Partner Certified Insurance Counselor Community Insurance and Risk Management Specialist Farmers Insurance Group 760-770-5868 Ext 302 | 760-774-2099 Cell License: 0E13055 Matt@PrendivilleAgency.com

_________________________________

Local Pest Management Professionals

www.powerstonepm.com Michelle Lopez Director of Community Management 760-469-4315 mlopez@powerstonepm.com.

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• Monthly Pest Management Programs • Custom Solutions for the most difficult problems • Competitive Rates • Thorough Inspections • Prompt Service

www.cartwrightpest.com/ contact-us.html

Additional Corporates Sponsors are listed on page 52.

FEATURE

SCT provides Civil Code compliant reserve studies with a focus on helping communities fund their short- and long-term reserve expense requirements.

Sherwin-Williams Paint Company is an American Fortune 500 company in the general building materials industry. The company, with headquarters in Cleveland, Ohio, primarily engages in the manufacture, distribution, and sale of paints, coatings and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe. The company is mostly known through its Sherwin-Williams Paints line.

Its consumer brands group manufactures products under such trade names as Dutch Boy, Krylon, Dupli-Color, VHT (a division of Dupli-Color), Minwax, Thompson’s WaterSeal, Pratt & Lambert, White Lightning, Purdy and Kool Seal.

www.sctreserve.com Mallory Paproth, Reserve Consultant (951) 296-3520 | info@sctreserve.com mallory.p@sctreserve.com

www.sherwin-williams.com Alison LeBoeuf Alison.l.leboeuf@sherwin.com 949-294-3566

United Paving is safely completing asphalt, concrete and striping projects throughout the Valley. We look forward to helping you.

John Goedtel, Sr. Project Manager/Estimator Office: 951-739-9200 | Cell: 714-904-7690, Email: john@united-paving.com Additional Corporates Sponsors are listed on page 52.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

49

ESSENTIAL BUSINESS SERVICE JANITORIAL SERVICES TO MEET YOUR VITAL CLEANING AND SANITIZING NEEDS

R

• PROFESSIO E L NA AB I L L E Office Cleaning

Common Areas Maintenance

Dishroom Attendants

•P PE SA FE TY

Carpets Floors Poolside Janitorial

Deep Cleaning

PR OT OCO

LS

Move In Move Out Cleaning

Porter Services

INTRODUCING CONCIERGE SERVICES Property Rental Maintenance

WHEN YOU'RE AWAY: • Check Mail • Clean Patios • Flush Toilets

• Run Water • Start Vehicles • Water Plants

COMMERCIAL/RESIDENTIAL: Service Schedule to Suit Your Needs

760.404.1364 Janitorial@DesertArc.org

CALL TODAY TO SCHEDULE

Disinfects, Cleans and Deodorizes - Desert Arc’s Janitorial Division uses Pro One-Step, an EPA approved disinfectant, recommended for use in commercial buildings, medical facilities and schools. This powerful, concentrated, multi-purpose solution provides area control against viruses, bacteria and fungi. It’s a perfect precautionary measure to provide a safe and healthy environment for any type of space.

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A Well Run HOA is the Result of a Good Management Company There are more than 600 Homeowner’s Associations (HOA) in the Coachella Valley and most are professionally managed by an HOA management company. If your HOA is not managed by a professional management company, or if you are unhappy with your management arrangement, let HOA Office, Inc. show you how we can make your operation be more efficient and your residents feel part of a robust community.

Email: info@hoaoffice.net Phone: (760) 545-5040

GURALNICK & GILLILAND _________________________________________________________________________________________________

• Corporate Counsel •

• Legal Opinions

• Assessment Lien and Foreclosure

• • Fees Paid by Delinquent Homeowner • Detailed Monthly Status Reports

ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President

40004 Cook St. Suite 3 Palm Desert, Ca www.gghoalaw.com Phone: (760) 340-1515 Fax: (760) 568-3053 For a Copy of our Legal Update Contact Melissap@gghoalaw.com

7 7 - 5 64 B Country Club Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864 CAI-CV.org

facebook.com/CAICV

@CAI-CV

51

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

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

AUGUST

OCTOBER

CAI-CV’s MANAGER ON THE RUN (for managers)

WHEN: FRIDAY, August 7, 2020, 8:30 a.m.

W HERE: Virtual via Zoom COVID-19 UPDATE - ASK THE ATTORNEY (for all members)

WHEN: Friday, August 14, 2020, 11:30 a.m. – 1:00 p.m.

W HERE: Virtual via Zoom COVID-19 UPDATE - ASK THE ATTORNEY (for all members)

WHEN: Friday, August 28, 2020, 11:30 a.m. – 1:00 p.m.

W HERE: Virtual via Zoom

SEPTEMBER CAI-CV’S BOARD MEMBER WORKSHOP (for board members)

WHEN: Tuesday, September 1, 2020, 10:00 a.m.

W HERE: Virtual via Zoom CAI-CV’S ASSISTANT MANAGER ON THE RUN (AMOTR) (for assistant managers)

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (for all members) WHEN: Friday, September 11, 2020, 11:30 a.m. – 1:00 p.m.

W HERE: Virtual via Zoom (Trade show TBD) CAI-CV’s ANNUAL COMMUNITY MANAGEMENT CAREER NIGHT

(for all members) (Originally March 27th)

EW DATE: FRIDAY, OCTOBER 2, 2020 N 3:30 p.m. TO 5:30 p.m.

W HERE: Shields Date Garden, Indio CAI-CV’s CORKS FOR CLAC WINE TASTING (for all members) (Originally March 27th)

(for anyone interested in becoming a community association manager)

EW DATE: FRIDAY, OCTOBER 2, 2020 N 5:30 p.m. TO 8:00 p.m.

W HERE: Shields Date Garden, Indio

WHEN: Tuesday, September 15, 2020, 5:30 p.m.

W HERE: Virtual via Zoom CAI’s LEGAL FORUM: CALIFORNIA WHEN: Tuesday-Thursday, September 15-17, 2020

(Live event previously scheduled for October 15-16) W HERE: Virtual via Zoom

CAI-CV’s ANNUAL BOWLING TOURNAMENT (for all members)

NEW DATE: FRIDAY, October 9, 2020, 5:30 p.m.

(Originally Scheduled on June 26th)

CAI’s M-205 RISK MANAGEMENT COURSE (for managers) WHEN: Thursday-Friday, September 17-18, 2020 W HERE: Moved to ONLINE (www.caionline.org)

W HERE: Palm Springs Lanes, Cathedral City CAI-CV’s SPOOKTOBERFEST (for all members) FRIDAY, October 30th, 2020, 5:30 p.m.

W HERE: Sunshine Landscape, Thousand Palms

CAI’s COMMON INTEREST DEVELOPMENT LAW COURSE (for all members)

WHEN: Friday, September 25, 2020, 8:30 a.m. – 4:00 p.m.

W HERE: Virtual via Zoom

WHEN: Friday, September 4, 2020, 8:30 a.m.

W HERE: Virtual via Zoom

CAI-CV’s BOARD MEMBER WORKSHOP

DECEMBER CHANGES CAI-CV’s ANNUAL SPRING HOLIDAY GOLF TOURNAMENT (for all members) (Moved from June 5th)

EW DATE: FRIDAY, DECEMBER 4, 2020 N W HERE: Desert Princess Country Club, Cathedral City

Due to the COVID-19 crisis, dates, times and venues may change. Please watch for email updates or visit CAI-CV.ORG. You may also call the CAI-CV office at 760-341-0559 for calendar updates.

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

PLATINUM________

GOLD____________________________________________________

SILVER____________

BRONZE________________________________________________

Asphalt MD's C. L. Sigler & Associates, Inc. NPG Asphalt Sherwin-Williams Paint Company

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

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

Adams Stirling, PLC Advanced Reserve Solutions, Inc. 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.

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

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

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

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