Quorum September 2020

SEPTEMBER 2020

SEPTEMBER 2020

10 Community Spotlight

The Courtyards at Desert Falls FEATURES 7 Novel Coronavirus COVID-19 Testing Centers 14 Events in the Time of Corona Virus: Making the Pivot to Virtual 20 COVID-19 Resources 24 Variety - the Children's Charity of the Desert - Promoting Life Without Limits!

36 Breaking Point: Examining Aging Infrastructure in Community Associations

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Making a Difference is Our Mission

We know what it takes to create great communities that residents are proud to call home. We start by putting the right teams in place – local association management experts who deliver our best-in-class solutions, along with genuinely helpful service, to enhance the property values and lifestyles of those we serve.

That’s how we make a difference, every day, for great communities like yours.

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Making a Difference. Every Day. 2

Quorum September, 2020

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Remodeling pools and Backyards since 1969 Quality work at a fair price

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

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Lic #896061 C-53

CAI-CV.org

facebook.com/CAICV

@CAI-CV

3

Licenses #664779

ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP.............................................43

ASPHALT AMS PAVING................................................................31

Asphalt R&R

ASPHALT MD'S..............................................................6 NPG ASPHALT................................................................4

New Paving Construction

ATTORNEYS

ADA Compliance Service

BEAUMONT TASHJIAN.................................................42

Grinding & Pulverizing

EPSTEN, APC...............................................................45

Overlays & Fabric Installs

GREEN BRYANT & FRENCH, LLP....................................6

FIORE RACOBS & POWERS..........................................13 GURALNICK & GILLILAND, LLP....................................47

Seal & Striping

CONSTRUCTION

Concrete R&R

C.L. SIGLER & ASSOCIATES INC..................................17 VANTAGE POINT CONSTRUCTION................................47

DESIGN BISSELL DESIGN STUDIOS, INC...................................43

GATES & GARAGE DOORS AUTOMATION PRIDE....................................................47 Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW

So-Cal: 951.940.0200 Desert Division: 760.320.9600

JANITORIAL DESERT ARC................................................................46

LANDSCAPING

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

CONSERVE LANDCARE................................................13 PRO LANDSCAPING, INC..............................................31 PWLC II, INC. ..............................................................47 VINTAGE LANDSCAPE..................................................43

MANAGEMENT FIRSTSERVICE RESIDENTIAL........................................2

FRIDAY SEPTEMBER 11, 2020 11:30 AM

INSURANCE AND RISK MANAGEMENT IN THIS BRAVE NEW WORLD GUEST SPEAKER

Joel W. Meskin, ESQ., CIRMS, CCAL, MLIS, EBP Managing Director, Community Association Products McGowan Program Administrators

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PEST CONTROL FRAZIER PEST CONTROL, INC.......................................3 POWERFUL PEST MANAGEMENT................................31

POOLS GARDNER OUTDOOR AND POOL REMODELING.............3

RESERVES ADVANCED RESERVE SOLUTIONS, INC.......................43

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

ROOFING BRS ROOFING.INC.......................................................47 WESTERN PACIFIC ROOFING.......................................31

SECURITY SERVICES DSI SECURITY SERVICES.............................................42 PATROL MASTERS.........................................................3

4

Quorum September, 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

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

DEA FRANCK, ESQ.

CAI-CV

EDUCATED BUSINESS PARTNER

10

DSI Security Services

Epsten, APC

JAY JARVIS, CMCA, CCAM HOA Office, Inc.

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

FEATURES 7 Novel Coronavirus COVID-19 Testing Centers 10 Community Spotlight The Courtyards at Desert Falls

By Marilyn Ramos

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

14 Events in the Time of Corona Virus: Making the Pivot to Virtual

By Shawn King

20 COVID-19 Resources 24 Variety - the Children's Charity of the Desert Promoting Life Without Limits!

By Heidi M. Maldoon

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

36 Breaking Point: Examining Aging Infrastructure in Community Associations

By CAI National

EVENTS 4 CAI-CV Educational Lunch Program

23 CLAC Wine Tasting & Auction

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.

Insurance and Risk Management in this Brave New World Friday, September 11, 2020, 11:30 a.m.

Friday, October 2, 2020, 5:30 p.m.

34 CAI-CV Bowling Tournament Margaritaville

Palm Springs Lanes, October 9th, 5:30

26 Spooktoberfest

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

33 COVID in the Valley Ask the Attorney Programs

Friday, September 25, 2020, 11:30 a.m.

33 CAI-CV's Annual Legislative Update & Mini Trade Show

Friday, October 23, 2020, 11:30 a.m.

42 Career Night

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

48 CAI-CV Upcoming Events CAI-CV.org

facebook.com/CAICV

@CAI-CV

5

CAI-CV

EDUCATED BUSINESS PARTNER A FULL SERVICE LAW FIRM

Choose Educated Business Partners

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

www.gbflawyers.com

| 760.565.5889

Micha Ballesteros, Cartwright Termite & Pest Control, Inc. 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 6

Quorum September, 2020

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

CONTENTS

2020 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS MIKE TRAIDMAN PRESIDENT

Mira Vista at Mission Hills HOA CAI-CV

EDUCATED BUSINESS PARTNER

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

Associa Desert Resort Management

STEVEN SHUEY, PCAM DIRECTOR

CHAPTER NEWS 4 List of Advertisers 6 Educated Business Partners 9 New & Renewing Members 18 Meet the Committee Chair

19 Desert Cities HOA Council Fall Meeting Schedule 27 Time Honored

DEPARTMENTS 8 President's Message

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.

California Legislative Action Committee (CLAC) Update

28 Maintenance

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.

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.

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

Tuesday through Saturday 9:30 a.m. to 3 p.m.

Roof Asset Management

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

Pool Rebound

By Mark Feldstein

Please call 800.945.6171 to schedule an appointment.

44 Insurance

Indio Fairgrounds (46350 Arabia Street, Indio, 92201)

Harvest Community Church (6115 Arlington Ave., Riverside, 92504)

Overseeding Without Wasting Guidelines

By CVWD

35 Pools

Indio:

Riverside:

30 Titanium Spotlight

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

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

Preparing Your Turfgrass for the Winter Season

By Glenn Miller, CGCS

29 Water Wise

Novel Coronavirus COVID-19 Testing Centers

Perris:

19 CLAC Update

Executive Director clockett@cai-cv.org

Board Member Louise Stettler

By Jay Jarvis, CMCA

48 2020 Corporate Sponsors

LOUISE STETTLER DIRECTOR

CAL LOCKETT

Professional Managers Committee

By Rhonda M. Drews, PCAM

34 Meet the Board

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

Lisa Jashjian, Esq.

By Grace Paluck, CamEx, CCAM

27 Managers' Corner

Personalized Property Management

Palm Desert Greens Country Club HOA

Board Member Bruce Latta

By Jay Jarvis, CMCA

FEATURE

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

Community Association Insurance Claim Process

By Joel Meskin, ESQ., CIRMS, CCAL, MLIS, EBP CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

FROM THE CHAPTER

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

F

all is here and things are beginning to look a little better regarding COVID. We are hopeful that cases will continue to decline so life will get a little closer to normal.

I want to take a moment to thank our business partners and management company sponsors for continuing to support CAI-CV during these difficult times. The Chapter was able to move to virtual platforms for our educational programs, but networking events have been delayed (until next month).

During this time, our outstanding sponsors have continued to make it possible for CAI-CV managers and board members to attend educational programs for free. Please take any opportunity to thank them for their generosity.

We are excited to have our first COVID-safe in-person networking events in October, starting with the Annual Corks for CLAC Wine Tasting on October 2nd, and Spooktoberfest on October 30th. These popular events will be outdoors, with social distancing, temperature checks and masks. Every effort is being made to make them safe for our members to attend. For our members who are vulnerable or just not comfortable with in-person events, we will also have a “virtual” registration option available. Business partner volunteers will walk you around (on their phones) to say hello to other guests. You will also be able to participate in many of the activities including the silent and live auctions and door prizes – all from the safety of your home. More information can be found on pages 23 for Corks and 26 for Spooktoberfest.

Our annual Bowling Tournament planned for October 9th has been postponed. The committee is looking at another date later in the year. Please watch for updates from the CAI-CV office.

Many of you have been attending our outstanding series “COVID-19 in the Valley: Ask the Attorney” programs every few weeks. These programs continue to offer our members valuable information to protect communities as they reopen. Our thanks to guest attorneys, Lisa A. Tashjian, Esq. (Beaumont Tashjian) and Tim Flanagan, Esq. (Berding|Weil) for an outstanding program on August 14th. Thanks too to Tiffany Christian (Epsten, APC) for moderating the program.

On August 28th, guest attorneys Galia Aharoni-Schmidt, Esq. (Aharoni Business Law, PC) and Karen J. Sloat, Esq. (Law Office of Karen J. Sloat, APC) presented COVID related human resource issues that communities need to consider. Thank you both, and thanks to our moderator, Julie R. Balbini, Esq. (Fiore Racobs & Powers, A PLC). The next COVID in the Valley program will be on Friday, September 25th, with guest speakers Mark T. Guithues, Esq. (Community Legal Advisors Inc.) and Laurie S. Poole, Esq., CCAL (Adams|Stirling PLC).

8

Quorum September, 2020

On Tuesday, September 1st, we will hold our next Board Member Workshop on the topic of budgeting and funding priorities for community associations. The course will be taught by Mallory Paproth (SCT Reserve Consultants) and Steven Shuey, PCAM (Personalized Property Management).

We have our next Assistant Manager on the Run (AMOTR) scheduled for Friday, September 4th on the topic of HOA writing and documentation techniques with guest speakers Rosi Galla, PCAM (Associa Desert Resort Management), Jaime Fakehany, CMCA, AMS (Associa Desert Resort Management) and Gen Wangler, Esq., CCAL. CAI-CV’S Educational Lunch Program & Mini Trade Show will take place on Friday, September 11th, and is titled “Insurance and Risk Management in this Brave New World” with guest speaker Joel W. Meskin, Esq., CIRMS, CCAL, MLIS, EBP. On the evening of September 15th, we will host our annual Community Management Career Night. Please help us get the word out and invite anyone interested in becoming a community association manager. This is a free virtual event.

All eight of the California CAI chapters will host an all new virtual Statewide Legal Forum: California, beginning Tuesday, September 15th. See page 32 for more information.

Please mark your calendars for some important events in October. If you have new board members in your community, please let them know about our Board Basic Training on Saturday, October 10th. This is an outstanding three-hour overview that is also a good refresher for existing directors.

CAI-CV’S Annual Legislative Update will be held Friday, October 23rd and, unless indoor meetings are possible, will be virtual. You can sign up for these events by clicking on the links on the back page of Quorum.

As President of CAI-CV, I attend regular Zoom meetings with chapter presidents from many other chapters around the country. I am always impressed with what CAI-CV continues to accomplish. Thanks to all of our members for their support of our chapter, and a special thanks to our staff, board, committee leadership team and volunteers who keep CAI-CV running on a day-to-day basis. CAI National singled us out again in late August as a shining star – one of the few chapters who have managed to keep our programs going and membership steady even during the COVID crisis.

Let’s keep working together for Better HOA Living!

Mike Traidman

Mike Traidman, Mira Vista at Mission Hills HOA

CAI-CV NEW & RENEWING MEMBERS

CAI-CV NEW & RENEWING MEMBERS RENEWING BUSINESS PARTNERS AUTOMATION PRIDE

Carolyn Quintana (760) 775-5858 cquintana@drminternet.com

Dana Pride (760) 423-6567 danapride@automationpride.com

Karin Romjue (760) 346-1161 kromjue@drminternet.com

EAGLE ROOFING PRODUCTS

Nena Rutherford-Milward (760) 777-8807 nrutherford@drminternet.com

Lane Carrol (559) 284-3730 lanec@eagleroofing.com

PWLC II, INC. Paul Rasmussen (760) 323-9341 paul-pwlc@hotmail.com

YOUR HOA CAN BE OUR NEXT COVER

T NO COS

CORONADO SHORES CONDOMINIUM ASSOCIATION

THE TERMITE GUY

MOTORCOACH COUNTRY CLUB PROPERTY OWNERS ASSOCIATION

Travis Southard (877) 837-6483 travis@877termite.com

Paul Johnson (951) 232-8237 paul@motorcoachcountryclub.com

NEW MANAGER MEMBERSHIPS

OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATION

(909) 795-4085 robert@moistrealtors.net

ASSOCIA DESERT RESORT MANAGEMENT Maritza Beso (760) 895-3797 mbeso@drminternet.com Marissa Hardin (760) 346-1161 mhardin@drminternet.com Shannon Waddill (760) 346-1161 shannon_waddill@msn.com

RENEWING MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Landon Burt (760) 773-3522 lburt@drminternet.com Marrichrist Evangelista mevangelista@drminternet.com Keith Lavery (760) 346-1161 klavery@drminternet.com Sonia Millan (760) 393-5211 smillan@drminternet.com Nancy Parkinson (760) 346-1161 Ext. 146 nparkinson@drminternet.com

EV TORY. HAS A S URS! YO TELL US

$4.95 JANUARY 2020

ROBERT COLEMAN

OUR TOERY Y COVE

Jerry McDonald (858) 336-3789 jerrymcdonald@hotmail.com

JANUAR Y 2020

Jennifer Miranda (760) 328-3834 Ext. 300 jmiranda@orps.com

PGA WEST RESIDENTIAL ASSOCIATION Kelly McGalliard (760) 771-1234 Ext. 15 kellym@pgawest.org

NEW VOLUNTEER LEADER MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION FEAT URIN

Norm Giere

G

10 Laguna de la Paz Homeow 16 Spee ners Asso d Bumps ciation 24 HOA Earthqua ke Insuranc Myths and Understandi e Dispelling the 34 The Fina ng the Risk ncial Risk s s of Not Obt Reserve Stud aining A y

RENEWING VOLUNTEER LEADERS OAK HILLS ESTATES OWNERS ASSOCIATION Deborah Davidson Linda Dugdale

PALM DESERT COUNTRY CLUB HOMEOWNERS ASSOCIATION Ron Crisp

MUST BE CAI-CV MEMBER IN GOOD STANDING

CONTACT

Kathleen O'Brien Raymond Rieger

THE CAI-CV OFFICE

Steven Waller

(760) 341-0559

PARC LA QUINTA HOA

admin@cai-cv.org

Gary Barnett Dante Gomez Bruce Latta Patricia Von Iderstein

CAI-CV.org

facebook.com/CAICV

@CAI-CV

9

FEATURE

The Courtyards at Desert Falls

By Marilyn Ramos

T

he Courtyards at Desert Falls Homeowners Association is a lovely, planned unit development (PUD) in Palm Desert and comprised of 102 attached single story units beautifully situated over approximately 18 acres.

The gated community is located at the corner of Cook Street and Country Club Drive. Nearby is the Desert Springs Marketplace which includes a supermarket, drug store, Desert Urgent Care, a variety of restaurants and shops such as hair salons, nail salon, wine bar, bank and a boutique store. The renowned Marriott Desert Springs Resort and Spa is also just a block away.

10

Quorum September, 2020

FEATURE

Out of the 102 units, six were originally the model homes for a different community within the Desert Falls complex but were subsequently annexed into The Courtyards.

Those six units were built in 1985. The remaining 96 homes were constructed commencing in 1991 by Temple Construction and completed in 1996. There are three floor plans with all of them having two-car garages: one plan has two bedrooms and two floor plans have three bedrooms. The community is uniquely laid out with most of the homes situated in a cul-de-sac configuration.

The units range from 1,100 square feet to 2,019 square feet and have a contemporary architectural style with very high ceilings and beautiful front courtyards and back patios. Currently, the homes sell for $375,000 to $500,000.

The monthly assessments are $550. Although the Association is a PUD, they have some exterior maintenance obligations which include painting and roof repair and replacement. The HOA dues also include all landscaping in the front yards and surrounding the homes, double bulk services with Spectrum (cable and internet) and trash pick-up.

The community boasts five swimming pools and spas, pickleball, and a tennis and fitness center. In addition, members have the option of joining the Desert Falls Country Club which has various memberships including a golf membership.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

11

FEATURE The Courtyards takes a lot of pride in maintaining a beautiful community for its members while also keeping water conservation in mind. The Association recently completed putting all shrubs and flower beds on a drip system and weather-based irrigation controllers.

The Association is managed by Albert Management, Inc. with Paul Kosturos serving as its Community Manager. The Association has a very active and very involved five-member board with Board President, Greg Vaka, at the helm. The Association’s Landscape Committee, Flower Committee and Architectural Committee are also instrumental in keeping the community running smoothly.

The Association enlists the assistance of several CAI-CV business partners as needed including Pacific Premier Bank, First Foundation Bank, FC Landscape, Asphalt MDs, AMS Paving, Powerful Pest Management, and Guralnick & Gilliland, LLP. If you would like to know more about the Association you may contact Greg Vaka, Board President, at 760/346-6699 or via email at gavaka@earthlink.net.

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

12

Quorum September, 2020

CAI-CV.org

facebook.com/CAICV

@CAI-CV

13

FEATURE

Events in the Time of Corona Virus: Making the Pivot to Virtual

By Shawn King

T

here’s a great song from the hit musical Hamilton where Aaron Burr sings about wanting to be “in the room where it happens.” He knows that a select few congressmen are making decisions, swinging deals, and changing lives behind closed doors. But he is stuck watching it from the outside. As an event producer in Southern California, this is exactly how I felt after March 12th when the coronavirus crisis shut the

But there are many more companies who have made a successful pivot with their events and have in fact benefited from the restrictions of quarantine. These new rules of engagement have forced them to think outside of the box.

Instead of bemoaning the fact that we can’t be together in large groups, they have learned how to maximize virtual events and have continued to grow their businesses. As an

"...YOU MUST ADAPT YOUR STYLE AND

CONTENT TO FIT THE GENRE."

doors on all my events and left me standing outside in the cold.

So many industries rely on events such as conferences, corporate meetings, fundraisers and network gatherings, to keep their businesses moving forward. Events act as a vehicle of communication where a business can lay out a vision for the future, create excitement for new ideas, implement better business practices and facilitate partnerships with donors and other industries. When the doors to live events slammed shut last spring, for some companies, this indicated the beginning of the end of their operations.

14

Quorum September, 2020

event producer, I too have found a new entrance into the room and have learned how to achieve virtually what was once only possible face-to-face.

So how can you make this pivot and be allowed back into the world of events and into “the room where it happens?”

First, you must change your event programming to fit the online genre. In the first few months of the quarantine, too many companies tried to solve the problem simply by turning on a video camera and live-casting their program as it had been planned. A stand-up comedian faced a video camera

FEATURE to deliver his jokes and everyone felt the awkward silence when the camera didn’t laugh back. Companies painfully discovered that what works well in real life seldom works on a TV screen. Ask any actor who has worked in live theatre as well as in film: they will tell you that you must adapt your style and content to fit the genre. I watched too many painful live broadcasts of galas, event fundraisers and conferences that simply could not engage an unseen audience because they didn’t change their style and programming to fit the audience’s new viewpoint.

THERE ARE A FEW EASY WAYS TO MAKE THIS PIVOT: • Pre-record your content.

You will eliminate the dreaded “dropped internet” and other technical mishaps that can devastate your event. You can underscore your entertainment with music to set the tone and eliminate awkward silences.

• Keep it short! The new attention span for online meetings is only 23 minutes.

Whenever possible, get to your point and present your content quickly and concisely.

• Variety always reaches a broader audience. If your event is something that must happen over a longer period of time (a two-day conference for example), offer a variety of styles to convey content: lecture (talking head), Q & A via Zoom, Zoom rooms with smaller discussions, interviews, iPhone endorsements, man-on-the-street pre-recorded interviews, entertaining “breaks” featuring “just for fun” content and a chance to disengage/rest.

• Adjust your timelines. If you are hosting an interactive element such as an auction, consider extending the time that items are available outside of the actual event time. (A company I know doubled the money it raised at their yearly auction with this simple step.)

Second, you must give the user more control. When you allow your audience to watch some or all of the programming on their own time (because it’s pre-recorded content), you free them up to create the most ideal time and place when they will be able to fully engage with your event. For example, a working mom might not be able to watch a training session during normal business hours as she juggles online schooling for her kids. If she is allowed to watch the video anytime over a 24-48-hour period and then attend a shorter Zoom discussion in a small group during working hours, she will absorb the material more thoroughly and can demonstrate her knowledge through the discussion at a later time.

"When you allow your audience to watch some or all of the programming on their own time (because it’s pre-recorded content), you free them up to create the most ideal time and place when they will be able to fully engage with your event."

CAI-CV.org

facebook.com/CAICV

@CAI-CV

15

FEATURE

"REMEMBER TO CONNECT EMOTIONALLY WITH YOUR AUDIENCE."

Third, make it fun! This is especially true for events where your audience makes the choice to attend, such as a fundraiser or networking event. There are many websites offering online and interactive games, such as jackboxgames.com, houseparty.com and bunch.live. Try something fun like a quick scavenger hunt (it’s hilarious to watch people leave their screens and race through their own homes) or even a karaoke contest. Be sure to incentivize the game with prizes!

Finally, remember to connect emotionally with your audience.

You want your audience to leave your event with an impacted heart. Use music behind your presentations; add photos and other visual representations to support your points; highlight stories of people impacted by your industry through a creative video. Don’t just hand someone the microphone and ask them to talk as if they are at your live event taking the stage. Bring their story to life using this new online medium which allows you to paint a multi-dimensional picture.

Making this pivot to virtual events definitely feels risky. You might find yourself questioning your ability to raise enough money without face-to-face contact. Or perhaps you feel intimidated by the potential production costs. Or will your important content become lost by cutting time and attendance restrictions from your presentations? Consider the following facts and put your fears to rest: 16

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• While it might be true that asking for donations in person would bring in more money, you will greatly expand your reach to those who can now attend your event online, balancing out this inequality.

• Hiring an expensive production company would make this pivot easier, but in reality, you can achieve this goal with your phone/computer, a streaming service and an authentic message to your audience.

• Empowering employees and network partners to take control of their own personal development via flexible viewing options will create a new level of trust and could even foster an improved environment of productivity.

As the industry pivots, we see new potential income streams and a brand-new hybrid world of events combining both virtual and face-to-face experiences. Learning the do’s and don’ts of virtual events will equip you to thrive as a successful player in 2020 and beyond.

Shawn King is the owner/operator of Shawn King Events & Productions located in Orange County. Shawn can be reached at skingproducer@gmail.com

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Meet the Committee Chair Board Member Bruce Latta

T

By Jay Jarvis, CMCA

his article is part of a series featuring CAI-CV committee chairs. Today, we profile Homeowner Leader Committee Chair Bruce Latta. He has won CAI-CV’s award for the outstanding homeowner leader in the Coachella Valley for the last two years and recently completed CAI’s new national board member certification. Bruce serves as a director on his community’s HOA board at Parc La Quinta.

Bruce was born and raised in Azusa, in the San Gabriel Valley suburbs of Los Angeles. He came to the Coachella Valley in 1994 to take a new job and has lived here since. He and Wanda, his wife of thirty-two years, who recently retired from the City of La Quinta, live in Parc La Quinta, a gated community of 150 single-family homes.

Bruce received his BA degree in political science from Cal State University Los Angeles.

He also has earned several Bruce Latta certifications, including a certification in Meetings and Event Planning from San Diego State University, and another in Customer Service from College of the Desert. He is also a Certified Fair Executive (through the International Association of Fairs and Expositions) and holds CAI’s Certified Manager of Community Associations (CMCA).

Bruce has also completed FEMA’s Community Emergency Response Team (CERT) program.

Bruce’s management career included working for twenty-three years in the fair, festival, and events industry as a manager. He was a department head at the Los Angeles County Fair. Governor Pete Wilson appointed him as a Program Manager for the California State Fair. Locally, he served as the manager of the Riverside County Fair and Date Festival and the Indio International Tamale Festival. He worked for the U.S. Department of Commerce on the 2010 census as a field supervisor and then started his property management career.

Subsequently, when he worked for a commercial developer, he served as its association manager for the Jackson and Monroe Master, Commercial, and Residential Associations.

Bruce has also served in two elected positions — two terms on the Citrus Community College Board of Trustees, representing the City of Azusa and following that, two terms on the Azusa City Council.

Currently, Bruce is a sole proprietor and provides commercial property management services. His primary clients include two commercial land developers in Indio. Bruce said, “My

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services and duties vary and include almost anything that affects a property from building a webpage, creating marketing brochures, advertising, and signage to representing them on regulatory matters. Bruce also represents his clients with city and county code enforcement offices.

Bruce said that one of his most interesting HOA related jobs was assisting with the dissolution of the Jackson and Monroe Master, Commercial, and Residential Association, which he had helped form. After the association was sold, the new developer decided the 200-acre project did not need the association. With a notary in tow over a two-week period, he visited the fifty different parcel owners and obtained the 75 percent approval needed.

When asked about his family, Bruce said, “My wife, Wanda, and I have three great kids. Our oldest daughter is a chef and has been working at a local resort for the past eight years – until COVID hit. Our second daughter is a graduate of UC Davis in Environmental Policy and Planning and works for the State of Washington. Our son, the youngest, played football for Purdue University, graduated with a degree in kinesiology, and was selected by the Denver Broncos in 2014 as an undrafted free agent. A broken hip during his rookie year ended his football career. He is now in his third year of medical school at UC Riverside.”

When asked about his greatest professional achievement, Bruce said it was when he organized a grassroots community group in Azusa to circulate a petition and obtain the required signatures to qualify an initiative for the ballot to merge the City fire department with the County of Los Angeles fire department so they could offer paramedic services. It passed with 60 percent in favor. The merger reduced the city’s annual operating costs by a million dollars. A year later, he was elected to the Azusa City Council.

Bruce said he first joined CAI-CV as an association manager and more recently as a homeowner leader member to help make the industry a little better. He is excited about some of the upcoming Homeowner Leader Committee projects that will help CAI-CV educate more board members and help associations attract new board members who will create “best practice” communities. Thank you, Bruce, for your service to CAI-CV.

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.

CLAC UPDATE

California Legislative Action Committee (CLAC) Update

T 2020 Fall Meeting Schedule Schedule subject to change due to COVID-19 Restrictions.

ALL MEETINGS ARE 10AM – 12 NOON. COST: FREE SEPT OCT NOV DEC

17TH 14TH 19TH NO MEETINGS

IMPORTANT: CHECK THE DCHC WEBSITE WWW.DESERTCITIESHOACOUNCIL.COM OR CAI FOR COVID-19 CALENDAR UPDATES. MEETINGS WILL BE HELD VIA ZOOM.

CONTACT US AT: INFO.DESERTCITIESHC@GMAIL.COM AN AFFILIATE OF

hank you to all CAI-CV members who have been helping us fight AB 3182, the bill that impacts how California HOAs view rentals within their associations.

This bill was amended last week, and the newest amendments make the bill worse in several ways. There is much more work to be done!

• AB 3182 would prohibit an association from requiring an owner to reside on the property for a period of time before renting it. Many associations require an owner to reside in the residence for six months or a year to prevent investment buyers from coming into the community. Those restrictions would be void under AB 3182.

• AB 3182 now requires any association with terms different than AB 3182 to amend their governing documents by 2022. This is a mandated cost by the Legislature.

• AB 3182 also now provides for a civil penalty on the association for willfully not amending its governing documents in compliance with the language in the bill. If an association attempts to amend its documents but the election fails, has it willfully not complied? The language is very unclear and will result in significant litigation.

• The new amendments undo the benefit of the short-term rental restriction language in the bill because it would not apply to existing homeowners. All restrictions would be prospective and only apply to members that purchase after the amendments are made.

• Finally, AB 3182 will now allow a homeowner to place an ADU and a Junior ADU on their property.

Current law allows one or the other, not both.

CLAC’s Call to Action has been updated and we are asking everyone to reach out to their State Senator again to express concerns with the bill. We had over 1500 emails result from our first Call to Action and we would like to see at least that many happen with this updated call.

For more information about CLAC, contact the CAI-CV office or go to the CLAC website at www.caclac.com.

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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: https://www.cityofdhs.org/coronavirus-updates INDIAN WELLS Indian Wells Coronavirus Updates: http://www.cityofindianwells.org/news/details.asp?NewsID=300&TargetID=1 INDIO Indio COVID-19 Health Update: https://indio.org/your_government/preparedness_prog/covid_19.htm 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

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/

RANCHO MIRAGE COVID UPDATES: https://covid19.ranchomirageca.gov/

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

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

Quorum September, 2020

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

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Wine O'clock Corks for CLAC

Cabernet Sponsors Adams Stirling, PLC Powerful Pest Management Photo Sponsor Cartwright Termite & Pest Control

Tasting & Auction

Friday, October 2, 2020 5:30 p.m. to 8:00 p.m.

Shields Date Garden 80225 Hwy 111 (at Jefferson & Hwy 111)

Temp Checks, Social Distancing & Masks Required Limited Capacity - So Sign-Up Soon!

TITLE EVENT SPONSOR

Associa Desert Resort Management

Bordeaux Sponsors Delphi Law Group, LLP Fiore Racobs & Powers, A PLC Pacific Western Bank Wine Glass Sponsor DSI Security Services Reserved Table Sponsors Albert Management Inc. Alliance Association Bank Grand Prize Sponsor Vantage Point Construction, Inc. Wine Coaster Sponsor Flood Response

CHAMPAGNE SPONSOR

EmpireWorks Reconstruction and Painting Cost is $45-Sign Up Now at CAI-CV.ORG

Wine Stopper Sponsor Vintage Group Cocktail Napkin Sponsor AMS Paving, Inc.

(Not Comfortable with In-Person Events Yet No Problem! Join us virtually for $25)

• Champagne Reception • Delicious passed hors d’oeurves & professional sommelier to discuss wines • Silent & Live Auctions - both online & in person

Attention Managers!

Corks for CLAC is a great opportunity for you to invite your boards to get involved with CAI. Only $10 for the “Ask the Attorney” workshop, and then wine tasting and silent auction are included.

Riesling Sponsors Allied Universal Dunn-Edwards Corporation Frazier Pest Control, Inc. Rey Insurance Services Scholarship Sponsor LaBarre/Oksnee Insurance Agency, Inc. Friends of CLAC Sponsor Roseman Law, APC

ATTENTION COMMUNITY BOARD MEMBERS JOIN US FOR CAI-CV’S “ASK THE ATTORNEY” PROGRAM

WHAT: CAI-CV BOARD MEMBER WORKSHOP WHEN: FRIDAY, October 2, 2020, 3:30 P.M. – 5:00 P.M. NEW DATE: TUESDAY, OCTOBER 6, 10:00 A.M. WHERE: VIRTUAL VIA ZOOM (STILL INCLUDES FREE TICKET TO OCTOBER 2 WINE TASTING) COST: $10 MEMBERS | $20 NONMEMBERS (INCLUDES FREE ADMISSION TO CORKS FOR CLAC) Sign Up Now at CAI-CV. ORG GUEST SPEAKERS: LISA TASHJIAN, ESQ. AND JEFF BEAUMONT, ESQ., LAW FIRM OF BEAUMONT TASHJIAN Thanks to our BMW Sponsor: SHERWIN-WILLIAMS PAINTS CAI-CV.org

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23

FEATURE

Variety - the Children’s Charity of the Desert – Promoting a Life Without Limits!

By Heidi M. Maldoon

I

want to take this opportunity to thank CAI-CV for allowing me to introduce you to Variety. Your Executive Director, Cal Lockett, mentioned to me that adopting charities is a CAI best practice for HOAs wanting to build community spirit. What a great idea. I hope you will consider Variety – the Children’s Charity of the Desert. Here is our story.

It all began on Christmas Eve in 1928, a baby girl was found abandoned at the Sheridan Theater in Pittsburgh, PA. A group of eleven gentlemen affiliated with the entertainment industry agreed to financially underwrite the child’s support and education. With this act, they founded the first chapter of Variety International – the Children’s Charity. Nine decades later, Variety International has grown into a network of 43 offices in 14 countries focused on meeting the multiple unmet needs of children, making a positive impact on millions of individual children throughout the world.

In 1987, Variety – the Children’s Charity of the Desert was established to bring this life-changing purpose and vision to the children of the Coachella Valley region of Riverside County. Variety’s mission is to promote and protect the health and well-being of children who are economically underprivileged or have special needs in the Coachella Valley. Variety provides essential community services to exclusively low-income children who would otherwise not have access to services and support that help them obtain vital medical assistance and afterschool enrichment and recreational activities. Through hard work, thoughtful stewardship, and single-minded focus on the young, Variety strives to make a lasting difference in the lives of children, their families, our community, and the world…one need at a time!

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Variety is well-known for its core programs which promote mobility, transportation, and social inclusion for children in need. The Sunshine Coach Program offers passenger vans to local nonprofit organizations serving youth including the Boys and Girls Clubs of the Coachella Valley, Family YMCA of the Desert, Angel View, Camp of Champions, and Childhood Cancer Foundation to transport children to life-saving cancer treatments, physical therapy, medical appointments, afterschool activities, and recreational and educational enrichment programs that address their needs. The Freedom Program offers customized adaptive mobility bikes and strollers for children with physical and mental disabilities who would otherwise not have the ability to experience the independence and the recreational and therapeutic benefits of the bikes and community events. Each bike and stroller are designed for the special physical requirements of children with conditions including cerebral palsy, spina bifida, Down syndrome, muscular dystrophy, and autism, and helps them to meet their exercise needs and build physical strength and coordination. The Bikes for Kids Program honors the academic success and good citizenship of underprivileged and deserving Coachella Valley fourth-grade students by partnering with all valley school districts to award bicycles and helmets during the holiday season each year.

Variety is grateful to partner for financial support of these critical programs with generous individuals, businesses, and organizations who desire to see the health and well-being of Coachella Valley children improve. These partnerships are the reason that Variety’s core programs positively impact the lives of over 4,000 children annually.

FEATURE One of Variety’s most dedicated and generous partners is the Indian Wells Country Club. Monica Davis, General Manager of the Club shared this about the partnership, “Indian Wells Country Club is proud to host the Charity Classic for the past 14 years. The Membership comes together to Party with a Purpose, fundraising tens of thousands of dollars annually and proud to keep much of the money in our local community. The Club is proud to support Variety – the Children’s Charity of the Desert. We believe Variety is a great benefactor since the monies raised support children of the Coachella Valley. The children receiving support with adaptive equipment, bikes and more make us proud to support such a great charity. The Charity Classic Committee is made up of generous Members, Dan Fiorito, Brooke Thrall and Marc Lodovico volunteering countless hours along with generous donations to support Variety and the Charity Classic. We look forward to a continued partnership in the years ahead.”

Through the continued generosity of the Indian Wells Country Club, Coachella Valley children can receive the services they need through Variety. For over 33 years, Variety has touched the lives of thousands of children, making a lifelong impact on their health and well-being, and is dedicated to partnering with the community to serve children for another 30 years!

You can learn more about Variety – the Children’s Charity of the Desert at www. varietyofthedesert.org or by calling me at our local office at (760) 773-9800.

"VARIETY IS WELL-KNOWN FOR ITS CORE PROGRAMS WHICH PROMOTE MOBILITY, TRANSPORTATION, AND SOCIAL INCLUSION FOR CHILDREN IN NEED."

Heidi M. Maldoon is Executive Director of Variety – the Children’s Charity of the Desert. She can also be reached at heidi@varietyofthedesert.org.

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25

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TIME HONORED MEMBER Lisa Tashjian, Esq. Beaumont Tashjian

By Grace Paluck, CamEx, CCAM Lisa Tashjian is a partner with Beaumont Tashjian. Beaumont Tashjian has been a member of CAI for 20 years. Lisa serves on CAI-CV's Programs Com m it tee a nd Legislative Support Committee. She is Lisa Tashjian, Esq. an active member of several chapters of CAI including Coachella Valley, Greater Los Angeles and Channel Islands. She has served as president of both the Channel Islands Chapter and the Los Angeles Chapter, where she continues to serve on their board. Lisa is a distinguished speaker and has authored several articles for CAI. Most recently, Lisa was a speaker for CAI-CV’s COVID in the Valley - Ask the Attorney program.

Lisa is a graduate of University of California Santa Barbara and Pepperdine University Law School. She has devoted her legal career to representing community associations. Lisa provides the firm’s clients with advice on all areas of community association law. She focuses her practice on litigation including dispute resolution, arbitration and trial work and supervises the firm’s attorney-managed assessment collections department.

In her free time Lisa likes to do yoga, spin class and hike with friends. She likes country music and loves reading murder mystery books. The person who has inspired her the most is her mom who has been a great provider and supporter. Lisa’s favorite saying is, “The best is yet to come.” Lisa, thank you for your continued service to CAI and to CAI-CV. Grace Paluck is the Division Executive Vice President for The Management Trust. She can be reached at (760) 776-5100 or by email at grace. paluck@managementtrust.com.

MANAGERS' CORNER

By Rhonda M. Drews, PCAM

PROFESSIONAL MANAGERS COMMITTEE The Professional Managers Committee recently adopted a mission statement, “to promote the profession of community association management as a career, and to enhance the professionalism of community management throughout the industry,” and we’re doing just that! Here’s an update about all the work the Committee has been busy doing.

In response to the ongoing shortage of community association managers, the Professional Managers Committee has been in conversations with College of the Desert (COD) about introducing a certificate or AA program specializing in community association management. At this time, a proposal has been made to COD and a potential curriculum is being reviewed. This would be a huge “win” for Coachella Valley management companies, current and potential managers, COD and our industry as a whole.

CAI National’s Case Study, a prerequisite to achieving CAI’s Professional Community Association Manager (PCAM) designation, is coming to the Desert! After years of offering the Coachella Valley as a possible venue, we were awarded this honor. The Committee identified several ideal communities to host the case study and one has since been selected by CAI National. To aid local managers, the Professional Managers Committee has held two Case Study Prep courses for those who will participate in the December program. The Case Study has been compared to a Master’s thesis. CAI’s PCAM is the highest level designation in the field of community association management.

Coming in mid-September, the Committee is hosting “Insights into HOA Management: A Virtual Career Night.” This virtual career night will help promote the community association management industry and introduce management as a career to local non-industry job seekers.

Earlier this year, the Committee renamed CAI-CV’s scholarship fund to the Carol A. Fulton Scholarship Fund, to commemorate the late Carol Fulton, CIRMS, for her many years of service to CAI and for her efforts to establish the scholarship fund for local managers. Speaking of scholarship funds... any managers who are interested in continuing their education and obtaining certifications or designations are welcome to apply for scholarship funds. Contact CAI-CV for an application and a list of criteria. CAI-CV members are also now able to contribute to the fund.

Thank you to the Professional Managers Committee members, Loni Peterson, PCAM (Co-Chair), Cardinal Ambrose, PCAM, Steven Shuey PCAM, Dan Goodrich, PCAM, Michelle Lopez, CMCA, AMS, Jerry Cavoretto, CMCA, AMS, Norma Segura and Clint Atherton, PCAM. If you are interested in joining the Professional Managers Committee, please contact the CAI-CV office at (760) 341-0559.

Rhonda Drews, PCAM, is Regional Vice President with RealManage here in the Coachella Valley. In January 2020 Rhonda was awarded the Distinguished Service Award from CAI-CV. Rhonda may be contacted at rhonda.drews@realmanage.com.

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27

MAINTENANCE

Preparing Your Turfgrass for the Winter Season

By Glenn

S

ummer is almost over and it’s time to prepare our lawns for the coming winter season. It's time to start planning for your community’s annual overseeding process. To assure healthy turfgrass, there are three processes, including aerification, overseeding and topdressing with an application of balanced fertilizer.

Preparing your turfgrass for new seed is the first step. Scalping is a somewhat controversial term here in the Valley that is one method of preparing for overseeding.

Fortunately, achieving great turfgrass does not always require scalping. The purpose of scalping is to remove the competitive summer grass so the new ryegrass seed will come into direct contact with the soil. Ryegrass seed will sprout anywhere but if the seed does not take root in soil, the new sprouts will not survive. Instead of scalping, the soil can be prepared by mowing and thinning with rakes. The key is to provide direct contact between the seed and soil. Also, waiting to plant new seed until after the summer turfgrass is dormant – usually when temperatures drop to 60o F – is necessary.

Now, you are ready to begin overseeding. The aerification process needs to be done twice annually, once during the growing season and again before the overseeding process. Aerification allows air, water, and nutrients to penetrate the Miller, CGCS soil to develop strong plant roots. Aerification timing should be part of your fall turfgrass renovation program and depends on the turfgrass type. Using proper aerification procedures lead to a stronger rejuvenated turfgrass for the winter and will allow for a better transition into the warm season turfgrass period. Warm season turfgrass varieties should also be aerified during their rapid growth period, which is late spring or early summer.

Overseeding is applying an application of perennial ryegrass to beautify the lawn surfaces when the warm season turfgrass is dormant. The amount of perennial ryegrass to use varies from three to fifteen pounds per 1,000 square feet. Ask your turfgrass professional for the right amount and the right variety of seed to achieve the best results at your property. Choosing a variety of perennial ryegrass is based on its unique characteristics including the desired turfgrass color, density, drought tolerance, seed durability to frost, shade, and traffic.

To achieve the best possible overseeding results, use a topdressing over the seeds.

"OVERSEEDING IS APPLYING AN This is typically a lite organic material or soil APPLICATION OF PERENNIAL amendment that is gently layered over the newly planted ryegrass seed. The topdressing RYEGRASS TO BEAUTIFY THE LAWN will help plants grow by reducing their water SURFACES WHEN THE WARM needs and improving the structure of the soil.

SEASON TURFGRASS IS DORMANT." It permanently helps improve soil structure for the best ryegrass root establishment.

Finish the overseeding process with an application of fertilizer, preferably a balanced starter fertilizer that is high in phosphorus. Phosphorus is essential to grass establishment and ryegrass requires more of these nutrients in the early stages. Then, continue to fertilize your turfgrass as needed, based on the weather and your turfgrass needs.

The season will be upon us soon and a beautiful and lush lawn will enhance the value and experience of your association residents and guests.

Glenn A. Miller, CGCS is Vice President of Operations for Southwest Landscape & Maintenance, LLC and United Landscape. They are located at 45-100 Golf Center Parkway, Suite E, in Indio. Glenn is also a member of the City Council, and current Mayor for the City of Indio.

Glenn can be reached at (760) 590-8544 or by email at Glenn@SWLandscape.net.

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Overseeding Without Wasting Guidelines 1 Do not overseed too early.

Planting seed between mid-October and midNovember requires much less germination water than planting in September or early October.

2 Reduce fertilization.

Slow growth of Bermuda grass by ending fertilization 4-6 weeks before laying down seed.

3 Prepare your seedbed.

Two weeks before planting, reduce irrigation schedule by 50% and gradually lower your cutting height to ½ inch by your scheduled planting day. Rake and remove all clippings and lawn debris so that the sowed seed will contact the soil.

WATER WISE

Residential Customers are encouraged not to overseed to avoid exceeding their assigned water budget. If you choose to overseed, follow the guidelines listed below to minimize excessive overseeding water use.

9 Implement this germination irrigation schedule* Begin watering for 3 minutes (spray heads) or 10 minutes (rotary heads) per irrigation, 5x/day, at 2 hour intervals, starting at 8 a.m.

10 Watch for germination in about 7 days.

11 Reduce irrigation.

When grass blades are 1-inch high, reduce irrigation to 3x day.

12 Don’t mow too early or too low. Mow your new grass according to seed package label recommendations.

13 Resume normal irrigation using CVWD’s Watering Guide for Turf Grass after the second mowing.

4 Check your sprinklers for proper operation.

5 Follow the directions on the seed package label when planting.

6 Insure good seed-soil contact.

Rake the seeded area lightly to enhance seedsoil contact.

7 Cover the seed.

Apply 1/8 inch -1/4 inch of seed cover over the planted area by spreading with the back of the rake.

8 Make sure the seed cover is wet to the soil surface.

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Watering Guide for Turf Grass (in minutes per day)

Sept.

Oct.

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Dec.

Spray heads

10

7

4

3

Rotary heads

22

14

10

6

Individual watering times vary based on sprinkler efficiency, soil and weather conditions.

*Due to differences in ET0 zones and sprinkler performance, this recommended overseeding irrigation schedule should be accompanied by frequent observation. The overseed cover should never be allowed to dry out prior to the first mowing.

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29

2020 TITANIUM SPONSOR SPOTLIGHT

CAI-CV

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oof Asset Management Inc. is a local, family-owned, full-service roofing company serving the entire Coachella Valley. Specializing in homeowners’ associations, we provide everything from leak repair service to complete large-scale reroofing programs. Our success is attributed to our core beliefs; act with integrity, treat people like family, and “do the right thing.” The Winkle family has been in the roofing industry here in the valley for nearly 40 years and serve on several boards of directors for prominent industry organizations.

Although the roof is one of the most important components of a building, it is often “out of sight out of mind.” Roofs not only protect the building itself from the elements, they protect the contents of the home from sustaining water damage. Our harsh desert climate is particularly hard on roofing systems and is one of the greatest causes of roof failures. The expansion and contraction with the extreme temperature changes of building components create splits, tears and breakdown of seals that often result in roof leaks.

Roof Asset Management Inc. provides comprehensive maintenance programs that extend the serviceable life of all roofing systems. The minor cost of a well-designed and professionally implemented program can help roofing systems exceed their original expectations. Many leaks can be prevented from ever developing when comprehensive annual maintenance is performed.

When interviewing a roofing contractor for any project remember that you are “buying a promise.”

As opposed to shopping for goods at different stores and finding the best price, roofing systems are built-in-place by journeyman roofers. There is truly no such thing as “apples to apples.” There are wide variances between materials, amounts of materials used, and installation techniques that separate roofing contractors. Hire a roofing professional that you trust will provide you with the highest level of quality and customer service.

The personnel at Roof Asset Management Inc. pride themselves in “doing what we say.” The relationships that have been established are built on caring about our customers’ needs and addressing them with true professionalism. Our employees are well trained and very knowledgeable. As qualified installers of most major material manufacturers, we can install the right roofing system designed specifically for each project.

Roof Asset Management Inc.’s team is looking forward to serving the roofing needs here in the Coachella Valley. Zane Long, Production Manager. Taylor Winkle, Office Manager. Simba Bermudez, Field Superintendent. The group will be attending many local events so please introduce yourself and let us know if we can be of assistance. Our family looks forward to continuing our support of CAI and other local organizations. We are thankful for the tremendous support that we have received from the community.

Thank you to Roof Asset Management Inc. for their generous support of CAI-CV! 30

Quorum September, 2020

Honesty, Quality, Integrity. These guiding values have allowed AMS Paving to become the #1 choice for community associations in the Coachella Valley.

Our Services:

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• Asphalt Repair, Patching & Crack Seal • Asphalt Removal & Replacement • All types of Slurry Seals • ADA Compliance • Striping

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WESTERN PACIFIC Roofing Corporation

Since 1949

“Complete Roofing Services” Repairs • Re-roofing Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com

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

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

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

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EVENTS

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ou are invited to join CAI's eight California Chapters for the firstever STATEWIDE VIRTUAL EVENT September 14-18, 2020.

THE BEST NEWS, IT'S NEVER BEEN EASIER TO ATTEND! While we will miss coming together in person, we are looking forward to connecting with all our members in a variety of interactive sessions that will not disappoint. There is truly something for everyone with 17 topics being presented by over 40 industry professionals, and don't forget there will be giveaways and a virtual after-party!

Whether you are a homeowner leader serving your community as a board member, a new manager, a seasoned professional, or somewhere in between, there will be educational sessions you will not want to miss! You will also have access to business partners that can help you solve your most challenging problems in the virtual solutions marketplace and exposition.

This multi-day event will also provide community managers with up to 17 hours of continuing education credit towards re-certification for your CAI Professional Credentials (including PCAM).

Register by September 4 to save your 'seat' and receive your event goodies! For additional information and to register click on the button below:

KEYNOTE SPEAKERS: OPENING GENERAL SESSION:

Darren Bevan, Esq.

Roger Grant, Esq.

Quorum September, 2020

Kelly Zibell, PCAM

CLOSING GENERAL SESSION:

Dawn Bauman

32

Mike Hughes, Esq.

Louie Brown, Esq.

Nathan McGuire, Esq.

STAY INFORMED WITH CAI-CV

M A R K YO U R C A L E N DA R S

COVID in the Valley ASK THE ATTORNEY PROGRAMS

FRIDAY October 23, 2020, 11:30 AM

FRIDAY, SEPTEMBER 25, 2020 11:30 A.M. TO 1:00 P.M. GUEST ATTORNEYS: Laurie S. Poole, Esq., CCAL, Adams | Stirling PLC Mark T. Guithues, Esq., Community Legal Advisors Inc.

CAI-CV’s Annual

Legislative Update

FRIDAY, NOVEMBER 6, 2020 11:30 A.M. TO 1:00 P.M. GUEST ATTORNEYS: Mandy D. Hexom, Esq., Epsten, APC James R. McCormick, Jr., Esq., CCAL, Delphi Law Group, LLP

COST: FREE

Sign-up Now at CAI-CV.ORG

& Mini Trade Show GUEST SPEAKER

CLAC LOBBYIST LOUIE A. BROWN, JR., PARTNER Kahn, Soares & Conway, LLP • New Legislation Impacting HOAs • New Regulations • New Case Law

Attention CAI-CV & DCHC Board Members

Join the New Digital Idea Exchange Forum Today CAI-CV’s Homeowner Leader Committee and the Desert Cities HOA Council started the joint Digital Idea Exchange Forum to help community association board members with a wide range of topics. Recent topics included: finding the right bank investment companies for reserves, identifying the best rules of order, COVID 19 stress, how to address dog barking, community elections, collections and fines, gate code polices, assessments, pools, streets, license plate readers, and virtual meetings. COVID related topics included: keeping pools open or closed, who is responsible for virtual board agendas, and recording virtual board meetings.

The goal of this forum is to share “best practices” for homeowner leaders. Joining is simple and then you can launch your questions to dozens of other Valley board members for their insights.

TO JOIN: Send an email to CAICV-HOALeadersForum+subscribe@groups.io Include the name of the HOA where you serve, your name, and that you are a board member. You must be a board member, and a member of CAI or DCHC to participate. Not a member – no problem – call the CAI-CV office for membership information. Up to 15 board members from any association may join CAI for $250 per year; DCHC membership is free.

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9

Meet the Board

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Board Member Louise Stettler I

By Jay Jarvis, CMCA

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POSTPONED DUE TO GOVERNOR'S ORDER

NEW DATE PENDING DATE SUBJECT TO CHANGE PLEASE MONITOR THE CAI-CV WEBSITE

DOOR PRIZES GREAT FOOD SPECTATOR TICKETS AVAILABLE

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Quorum September, 2020

Quorum’s profile series of members of the CAI-CV board continues with Louise Stettler, a board member who also serves on the Programs Committee and Corks for CLAC Committee. She and her husband, George, who served two terms as Mayor of Cathedral City, live in the Palm Louise Stettler Desert Greens Country Club.

Louise, who has served on all CAI-CV’s committees, became involved with CAI about twenty-five years ago, during her long tenure as Director of Marketing for the law firm of Epsten, Grinnell, & Howell, now Epsten, APC. Louise has also served as a director and president for CAI’s San Diego Chapter where she received their highest award for service. One of her proudest local achievements is the Programs Committee’s sponsorship of luncheons with over a hundred people attending each event. She has also brought more people into CAI, encouraged the cooperative decision-making we see at CAI-CV, and worked to bolster relationships with the national organization. Because of her years of outstanding volunteer service for our Chapter, Louise has received CAI-CV’s lifetime achievement award.

Despite her many successes, Louise comes across as humble. She describes herself as self-motivated and applies her enthusiasm to hobbies as well as professional endeavors.

As a life master in Bridge, Louise loves the game. Even before the pandemic, she played online with opponents around the world. During the pandemic, she has taken on a new hobby — gardening. Despite her many activities, Louise and George make time to travel and visit their large family; between them, they have seven kids, eleven grandchildren, and a great-grandson.

What does Louise intend to be doing five years from now?

Louise said she hopes to continue to keep busy helping CAI-CV. As to her favorite slogan, she responded, “There is no such thing as the best; you can always do better.” She added, “If something is good, build on it, if not, change directions.”

Louise, thank you for your service to CAI and CAI-CV. 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.

POOLS

Pool Rebound

By Mark Feldstein

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time for the cracks to appear. Alternatively, cracks may not have yet appeared and the rebound issue is not obvious until the finish has been removed. Sandblasting a pool finish in preparation for a remodel is a gamble – this process does not expose the rebound for it to be repaired, as chipping a pool finish does. Therefore, cracks may appear at any time – even right after the remodel is complete – particularly with all the stress being placed on the pool with workmen walking on it during the process.

To repair rebound areas, the remodeler must first remove the affected area to solid gunite. You can easily tell the difference. Rebound is typical a brownish color while solid gunite is light gray. It is very obvious.

Once the area is cleared, the remodeler must rebuild or patch using forms if rebuilding steps or benches.

Edges must be troweled (or feathered) in to the existing gunite to make a clean transition. At the end of the process, "...to save costs, some gunite crews use the you should not be able to see the fixed areas once the new rebound to create steps, benches or to fill in finish is applied. corners. This will leads to weak spots in those

ebound is not something that can typically be seen until after the pool finish has been chipped away in preparation for a new finish, therefore, it is a surprise and additional cost for the pool owner. Rebound must be remedied prior to applying the new finish. Otherwise, no remodeler will warranty the finish for cracks or delamination. A good remodeling company will warn you of potential rebound issues during the contract review.

WHAT IS REBOUND?

Gunite has been used for many years to build the shell of a pool. Gunite is mixed and pumped dry with the water added at the nozzle as it is sprayed by the operator on to the pool, shot from a 3” hose, connected to a high-powered compressor onto the walls and floor of the pool, forcing it to condense into a high-density material, with the goal of a minimum of 2,500 PSI (pounds per square inch). Rebound is the material that “bounces” off or shaves off during the application and sculpting process.

Rebound is mostly made up of sand is not intended to be areas and leaves them more susceptible to Mark Feldstein is structural. cracking and delamination." the Chief A good pool contractor Financial Officer/ will not use the rebound Sales Manager for material. It is less dense, has Gardner Outdoor and Pool lower compressive values, is Remodeling. Mark can be reached at (909) 374-5520 or by no longer being shot under high pressure and is not considemail at markf@GardnerRemodel.com. Gardner Outdoor and ered structural. The rebound should be discarded. However, Pool Remodeling has been serving the Southern California to save costs, some gunite crews use the rebound to create area since 1969. As one of only 50 licensed PebbleTec® steps, benches or to fill in corners. This leads to weak spots applicators in the entire United States and the exclusive SoCal in those areas and leaves them more susceptible to cracking referral partner of Leslie’s Pool Supplies, Gardner Remodeling and delamination. is the premier pool contractor in San Diego County, LA County, Orange County, and Coachella Valley. You can HOW TO DEAL WITH REBOUND CRACKS contact Dave Cole, Outdoor Consultant, at the Indio office at Most pool owners are completely unaware that rebound has (760) 342-9756. been used in the construction of their pool or spa as it takes CAI-CV.org

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35

FEATURE FCAR Aging Infrastructures Task Force

Adrian J. Adams, esq., Founder and Managing Partner, Adams Stirling Professional Law Corporation Tyler Berding, esq., Founding Partner, Berding & Weil Pamela Bowman, cmca, Regional Manager, Prime Touch Services

Skip Daum, Owner, Capitol Communications Group

Kevin Davis, cirms, President, Kevin Davis Insurance

Dan Denecamp, Executive Vice President/ President of Association Banking - Pacific Premier Bank

John Hershey, rs, President, J. Hershey Group Joel Meskin, esq.*, cirms, Managing Director Community Association Products, McGowan Program Administrators Peter Miller, rs, Miller + Dodson Associates Robert Nordlund, pe, rs, Founder & CEO, Association Reserves, Inc.

George E. Nowack, Jr., esq.*, Co-founder, NowackHoward, llc

Henry D. Puckett, cmca, ams, pcam, Community Association Manager Resource Team Leader, Ghertner & Company

Caroline Record, esq.*, Attorney, Hill Wallack llp Robert Riddick, cmca, Sunnymead Ranch Planned Community Association

Ellen Shapiro, esq.*, Principal and Co-Founder of Goodman, Shapiro & Lombardi, llc

Marc Tamres, CEO, HomeRun IQ

Foundation Think Tank Members

Tyler Berding Steven Brumfield, cmca, ams, pcam Ursula Burgess, esq.* Linc Cummings Andrew Daniels Kevin Davis, cirms Alan DeTata John Hammersmith, cmca, ams, pcam Mike Hardy Sabine Liedel, cmca Lori Ann Long, cirms Michael Mendillo Joel W. Meskin, esq.*, cirms Margey Meyer, cmca, pcam Peter Miller, rs Robert Nordlund, pe, rs George E. Nowack, Jr., esq.* Henry D. Puckett, cmca, ams, pcam Steven L. Sugarman, esq.* Andrew J. Terrell, esq.* Debra A. Warren, cmca, pcam Sue York

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Quorum September, 2020

EXAMINING AGING INFRASTRUCTURE IN COMMUNITY ASSOCIATIONS

FACING THE TRUTH ABOUT AGING INFRASTRUCTURES As buildings and their internal systems and physical components age, how can the community associations that own them best prepare to meet the unexpected—but necessary—financial demands.

Over many conversations in recent years, members of the Foundation for Community Association Research (FCAR) have identified aging infrastructures—the physical structures and the components within them that community associations rely on for residents’ safety and wellbeing—as a critical concern for association managers, boards, homeowners, and residents.

Too often, according to Foundation members—and despite occasional inspections and regularly scheduled reserve studies—associations fail to recognize serious structural and system failures. When damage becomes so obvious that it cannot be ignored, the tendency is to make superficial or temporary repairs and postpone comprehensive, in-depth restoration.

To address this growing problem, the Foundation convened a task force in 2018, comprising attorneys, reserve specialists, engineers, insurance providers, managers, and bankers, to determine what issues are the most prevalent in failing physical components, and—especially—how associations can prepare themselves to address and resolve these issues when they inevitably arise.

Community Associations Institute managers, board members, and contractors in community associations across the U.S. responded in a survey to share their recent major capital projects with the task force. More than three-quarters (81%) of survey respondents reported encountering unanticipated and unplanned-for infrastructure issues over a recent three-year period.

The aggregated information and observations of these respondents revealed empirical data that can enlighten thoughtful association boards and committees, community managers, business partners and contractors, homeowners—anyone who is responsible for the investment of community assets.

This project represents several years of discussion and countless hours contributed from our volunteer leadership. We are grateful to the Foundation Think Tank, which identified the need for this research and provided funding for this project, and to the members of the Aging Infrastructures Task Force for their steadfast volunteer leadership. These industry leaders ensured that we gathered the right data and completed this research project. Thank you.

Foundation Board Members Steven Y. Brumfield, cmca, ams, pcam, President Caroline Record, esq.*, President-Elect Peter Santangelo, cmca, Treasurer Paul Grucza, cmca, ams, pcam, Secretary Robert Riddick, cmca, Immediate Past President Adrian J. Adams, esq.

Jim Baska, cmca, ams, pcam Kimberly Corcoran, cmca, ams, pcam Douglas M. Kleine, pcam ret.

Michael Kulich, cmca Heather J. Paton, cmca, ams, pcam Jonathan Sucher, pcam Robert Travis, cirms

Contributors Andrew Bateman Dawn Bauman, cae Daniel Brannigan Cori Canady Dave Jennings, cae, sphr Jake Gold, cae Melinda Kelejian, Project Manager Jack McGrath, In memory of his years of Foundation service Amy Repke Elise Saadi Tom Skiba, cae, Chief Executive Officer Bruce Townsend, cpa Julie Warren Andy Yadzani

*a fellow in CAI’s College of Community Association Lawyers

Excerpts from CAI's Foundation for Community Association Research (FCAR) Breaking Point Brochure.

© FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH

FEATURE

NO REAL SURPRISES

The overwhelming majority of issues reported by survey respondents—water intrusion in windows and siding, deteriorating balconies or fences, or failing pipes or roofing, among a variety of other problems—were not surprises to those who had to address them. Most of the participating communities encountered ongoing situations that initially were addressed with minimal work because they did not fully understand how long the problem existed and the extent of deterioration. In many cases, the underlying cause of the problem was known, however the community delayed correcting the actual cause because association decision-makers wanted to attempt a minor repair to control the damage or they needed time to develop a financial plan for the repairs. Either action deferred the maintenance and turned costly for the community.

Major repairs often were initiated when liability and life and safety of the residents became concerning and intolerable. Negligence on the part of the board to allow ongoing issues, cleanups, and restorations to be done can also lead to additional unknown and hidden costs.

More than one-third (36%) of respondents experienced plumbing or electrical system issues in the most recent threeyear period that were not identified in their most recent reserve study. Thirty percent relayed other initially unidentified problems with components like roofs and roof sheathings, building envelope and structure, and recreational facilities.

BIGGEST CONCERNS

More than three-quarters (80%) of those surveyed felt it was critical that their association have adequate reserves in the event of a major infrastructure failure or construction need. Nearly half (40%) of those surveyed considered deteriorating infrastructure as a top-ranked concern. More than two-thirds (70%) of survey respondents indicated that maintaining property values was of primary importance.

And while about half of respondents felt their associations have adequate reserve funds on hand, just as many respondents considered their communities’ reserve funds inadequate to address any major unplanned component repair or replacement.

Other challenges that communities faced when addressing major infrastructure renovations include: z Convincing homeowners to accept and contribute to costs z Recruiting volunteers for the association board z Prevalent owner/resident apathy The task force observed that association homeowners and boards often are focused on keeping regular assessments low and only investing in visible, immediate outcomes. While homeowners will tolerate a modest special assessment in an emergency, evidence in this study suggests that it’s often hard to convince them to contribute to long-term maintenance, i.e., higher regular assessments. Substantial special assessments are particularly unwelcome.

© FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH

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FEATURE

Case Study – Listen to Residents COMMUNICATION, FINANCING, AND PHASED CONSTRUCTION

After years of residents’ complaints about ambient noise and poor energy efficiency, in 2010, management at the University Towers Condominiums in New Haven, Conn., investigated the feasibility of replacing the 1,850 windows in the 238-unit building. Originally installed in 1958, the sliding window frames were difficult to repair because of the building’s steel and concrete construction.

Management issued a request for proposals and selected a firm to proceed with the window replacement. After five years of EPA testing and investigation, which revealed asbestos inside the walls and caulking around the windows, work began in 2015 on the $10 million, multi-phased project. With 80% approval from homeowners, the board was able to secure a bank loan to pay for the first phase of the project, which was estimated at $4.5 million. The association realized a savings of more than $1 million on this first phase, but the original lender said the association needed to find another lender for phase 2.

Again, 80% of the association’s diverse membership voted to secure a second loan of $8 million. Both phases of the project were completed $500,000 under budget and with a high homeowner approval rating. Increasing monthly assessments enabled the association to pay off both loans.

Communication with homeowners was essential during this project, according to Kate Bowman, cmca, the on-site manager.

Because they had been informed and understood the need for the project’s high cost—$10 million—homeowners were willing to approve the necessary funds for it. Residents also appreciated advance notifications of disruptions. The project, which was more disruptive and costlier than originally anticipated, indicated to owners that the association’s reserves funds were inadequate and regular assessments needed to be increased. Association members also realized they needed to fund reserves at a much higher level. The board established a finance committee, which convenes quarterly. In anticipation of other potential large projects, University Towers’ reserves are now funded at nearly three times the level prior to the window replacement project.

Lessons learned: “Make sure board members are educated on reserve studies and why funding reserves sufficiently is necessary. … Be vigilant with inspections and keep up with code issues. … Don’t shirk preventive maintenance. … Take the time to identify a qualified engineer and project manager.”

expensive

cannot be avoided

“Getting old is and .

It’s an issue facing every association with common area. Older associations need to get ready for higher expenses, which will likely mean higher reserve contributions, special assessments, or loan repayments.”—Robert Nordlund, pe, rs

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Quorum September, 2020

© FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH

FEATURE

AWARENESS AND EDUCATION

Infrastructure damage was discovered often during repairs or regular inspections, and water intrusion was the most frequent indicator of serious underlying damage. Associations tend to schedule major repairs based on the level of emergency or the cost. Usually, issues affecting elevators, termite infestation, and plumbing or electrical systems are attended to immediately. When possible, associations are inclined to postpone remediating problems in common areas or those related to original construction.

Survey respondents indicated that it would be prudent for association leaders, including homeowners and board members, to learn more about: z How to plan and execute reserve studies z How to evaluate and hire qualified engineers, architects, and contractors z How to implement comprehensive inspection and maintenance programs

80%

More than of survey respondents encountered unanticipated and unplanned-for infrastructure issues over a recent three-year period.

Ongoing Communication Is Essential Survey respondents found that homeowners and residents were more receptive and supportive of major infrastructure repairs when they were given the opportunity to learn—in advance—about the scope and costs of the project from experts, like the engineers and contractors who had specific knowledge of the damage and how to fix it. They were more willing to authorize assessment increases and to agreeing that a larger portion of the association’s budget should go to reserves.

Homeowners, and even renters, also appreciated regular updates on a project’s progress and alerts about upcoming but necessary disruptions, such as when to expect water or electricity to be turned off for short periods, when an elevator or other building access would be temporarily unavailable, or where to park and for how long during a paving project.

REMEDIES AND LESSONS LEARNED

After encountering and facing aging infrastructure issues, more than 40% of reporting communities increased their regular assessments. They also designated more money to their reserve funds and proceeded with the required work, even if that work had to be completed in planned stages. About onethird of responding associations hired a reserve specialist. © FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH

Bringing in an engineer, architect, or other construction expert also was beneficial to making satisfactory repairs, according to 40% of the responding communities. More than three-quarters (77%) of survey respondents hired independent construction experts to assess and/or repair damage from poor original construction. At least one-third (34%) reported hiring an expert consultant to remediate damage caused by termites or other pests.

Respondents also stressed that thoroughly vetting contractor candidates is a critical and vital step in a successful project outcome. They also recommend inviting multiple bids for the work. Factors to look for when considering a contractor include: z What is the workforce composition, i.e., are all of the workers company employees, or are some subcontractors? z Is there an on-site manager or supervisor who will communicate changes? z Can the contractor provide references to both board members and community association managers? z Are the contractors familiar with working at inhabited communities? z Is the contractor’s company financially sound? z Are there any improper or prohibited connections between the contractor and board members?

Financing Major Infrastructure Improvements Survey respondents used a variety of methods to pay for their major infrastructure repairs and improvements, including: z Accessing available reserves z Approving special assessments z Taking out a bank loan secured by regular assessments Insurance was rarely a factor when paying for major infrastructure repairs, according to survey respondents. The few exceptions to this include acts of nature and original construction defects or prior repair construction defects that were revealed within an insurance policy’s coverage time limits. Sometimes, individual homeowners’ policies covered at least a portion of the damage to their units, depending on deductibles and other factors.

Boards and their Attitudes Arguably the biggest factors affecting how and when infrastructure damage is addressed are the association board’s attitude and perspective, and this survey revealed a wide disparity in board philosophies. While some boards are proactive and highly transparent with homeowners, the majority are reticent to increase assessments or often fail to plan long term for infrastructure maintenance. In postponing inspections, reserve studies, and—ultimately—complete repairs or renovations, boards often end up facing an exponentially more comprehensive and expensive project in the long run.

In one case study (see “Gaining Homeowners’ Trust,” p. 7), CAI-CV.org

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FEATURE

THE RESERVE STUDY— A CRITICAL FACTOR IN PROTECTING AGING INFRASTRUCTURES

70%

of survey respondents indicated that maintaining property values was most important. the construction delays aggravated the damage, compromising residents’ safety. When homeowners wouldn’t approve the needed funds, the project manager petitioned the court for a special assessment.

Positive Outcomes A large portion of survey respondents indicated that their associations made positive changes because of their experience with an aging infrastructure issue, including:

Reserve studies are at the core of planning for the longterm maintenance of building structures and the systems within them. In states where reserve studies are not required, many associations reached this conclusion on their own because of unaddressed and costly repairs.

Unexpected but necessary remediation of an unplanned capital project often requires either assessing homeowners a high special assessment or obligating the association to a long-term bank loan. Either way, homeowners eventually foot the bill.

To prevent such costly events, regardless of state requirements, associations need to plan for and conduct regular and comprehensive reserve studies.

To be of value, a reserve study should be conducted and managed by an experienced engineer or infrastructure specialist who will inspect and determine the useful life expectancy of each building system and structure within an association. A comprehensive reserve study is well worth the cost; it is, after all, an investment in the future health of the association’s physical components. Reserve studies should be conducted on newer structures—even those built in the last decade—to assess for any possible construction defects as well as to provide a baseline evaluation and to determine the useful life of all components.

One of the takeaways from this investigation is the need for an engineering or architectural inspection that would reveal common area integrity concerns. Such an inspection, performed less frequently than periodic sitevisit reserve study updates, would help the association anticipate and prepare for major issues outside the scope of cyclical reserve projects. Similar to major medical issues, early detection is key to minimizing and managing major aging infrastructure-type deterioration.

z Designating more money to reserves z Conducting more frequent and thorough reserve studies, including hiring an engineer, pest control, or other construction specialist to review and assess components z Creating more formal project plans before commencing work z Planning necessary work in phases rather than delaying it altogether z Listening to and communicating with homeowners and residents more frequently and regularly z Educating homeowners and residents on their communities’ financial and maintenance needs Homeowners in most of the survey’s case studies rated the outcome of their association’s completed projects very highly.

In many cases, homeowners who resisted their association’s project and—particularly its cost—at the outset, ultimately recognized the improvement and benefits to the community once the project was completed.

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Quorum September, 2020

© FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH

FEATURE

Case Study – Funding Challenges GAINING HOMEOWNERS’ TRUST

When a major stair-and-balcony-replacement project at the nearly 40-year-old Island J Condominiums in Foster City, Calif., ran out of money, irate homeowners fired the original contractor.

At that point, the architect needed advice on the scope and cost of the next steps, so he called in the president of a small but well-qualified construction project management firm to assess the unfinished work. The new construction project manager found serious problems remained, including decayed wood beams and unsafe stairs, and felt the project should continue. He estimated $7 million to complete it and emphasized that the stairs throughout the community’s 29 six-unit buildings were unsafe and at least half of the estimated costs were required to make them usable.

The association’s management and attorney convened several town hall meetings and information sessions to explain the project’s scope and need for funding to homeowners. In a contentious meeting that required security personnel, homeowners learned that a $40,000-per-door special assessment was required to fund the $7 million. The majority of homeowners voted against the special assessment.

Because the incomplete project was a threat to residents’ safety, the association’s attorney petitioned the court—and was granted—an emergency assessment of about half the needed $7 million, or the equivalent of about $20,000 per unit.

Despite this rough court-ordered approval process and the forced special assessment, the completed work has been highly rated by residents. Besides making the community safer, other benefits to the improved infrastructure include a dramatic increase in property values and better home sales.

Construction went so well that residents threw a party for the construction team. Since then, and with the approval of twothirds of homeowners, the association board has authorized money for a second year of work that includes painting the entire 178-unit complex and remodeling the clubhouse. The board raised the regular assessments for two consecutive years to avoid further special assessments.

Lessons learned: Get to know and understand your audience so you can educate them on the realities of their situation.

Homeowners need a lot of data and information before trusting an outsider.

attitude

perspective

An association board’s and arguably are the most significant factors affecting how and when infrastructure damage is addressed.

© FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH

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Turning Common Interests Into Common Ground

General Legal Counsel Governing Document Amendments Legal Opinions Contracts Dispute Resolution Civil Litigation Enforcement Insurance Coverage/ Bad Faith Construction Assessment Collections

866.788.9998 HOAattorneys.com

CAREERS START HERE Take your life off pause and jump into an exciting career in community association management.

Join us at our virtual Career Night to learn more!

If you are in the market for a new career, come to CAI-CV’s virtual Career Night to learn about managing homeowner associations (HOAs). Come hear about this dynamic industry and local hiring needs.

WHAT: CAI-CV’s Community Associaiton Management Career Night WHEN: Tuesday, September 15, 2020, 5:30 PM WHERE: Via Zoom: https://zoom.us/j/95433960588 (Click on link or copy and paste it to your browser)

RSVP:

www.cai-cv.org or (760) 341-0559 CAI is the primary source of education and professional designations for community association managers.

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LEARN ELEVATE

GROW

CONNECT

ADVANCE ENGAGE

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

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

C 510.693.1620 • O 760.295.1864

CREATIVE | BRAND | CONSULTING ADVANCED RESERVE SOLUTIONS, INC.

Proud to be a part of the award winning CAI-CV team!

ROXI K. BARDWELL, PCAM, CCM Regional Vice President

7 7 - 5 6 4 B C o u n t r y C l u b Drive, Suite 3 1 0 (714) 293-3749 Palm Desert, CA 9 2 2 1 1 C 510.693.1620 • O 760.295.1864 BissellDesign.com CAI-CV.org

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INSURANCE

Community Association Insurance Claim Process

Joel Meskin, Esq. is the CAI-CV guest speaker for our Educational Lunch Program on Friday, September 11, 2020, 11:30 a.m.

Sign up by clicking here.

By Joel Meskin, ESQ., CIRMS, CCAL, MLIS, EBP

1. The claim process begins before insurance is purchased! a. Shop for a community association insurance professional, not the policy. b. Purchase the best coverage; avoid the seduction of the cheapest price. c. Beware of the Insurance professional selling price and not coverage. d. Require the insurance professional to explain their claim role. e. Insist that you receive complete copies of every policy and a schedule of insurance.

2. When do you tender (submit) a matter to an insurer(s) for defense and indemnity? a. Tip: If you are asking the question, you have answered the question. b. The “CAM” or the insured(s) should submit it to the association’s insurance professional. If you have no CAM, designate a single board member to be the contact with the insurance professional. c. The insurance professional should advise if a matter should be submitted to the insurer, and if so, which insurer(s). d. The insurance professional or attorney advice received MUST be confirmed in “writing!”

"THE INSURANCE PROFESSIONAL SHOULD ADVISE IF A MATTER SHOULD BE SUBMITTED TO THE INSURER, AND IF SO, WHICH INSURER(S)."

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3. If the claim is a “liability claim,” also contact the association’s attorney. a. Is there an insurance policy that should pay for the defense and/or indemnity of the association, board, employee, volunteer or CAM (collectively “Insured(s)”)? b. Is there a third party that is responsible for the association’s defense and or indemnity notwithstanding the insurance (i.e. contractor, professional, or another entity agreeing to indemnify in a contract)? c. Make sure all the association’s insurance policies, contracts and governing documents, minutes and rules are in order to give expeditious access to your association counsel, or the insurer appointed attorney. d. Caution: As a general rule, no insurer is required to provide coverage, including defense fees, until it has given written consent to the insured(s).

Accordingly, do not assume corporate counsel will be reimbursed for any pre-tender fees.

4. When a claim is received, the insured(s) MUST protect the association’s interest. a. Insured(s) should not discuss ANYTHING about the claim between and amongst themselves, or anyone else (including a spouse) other than the timing of an attorney meeting! If you do, there will be no privilege to protect those communications. These discussions MUST only be discussed with counsel in preparation of litigation or defense of a claim.

Otherwise, these discussions are discoverable.

b. There is NO “board member privilege.”

There is NO “pillow talk” privilege. c. Board members MUST NOT communicate between and amongst one another by email or any other form of electronic communication.

This type of board communication should never occur, especially in light of potential litigation. These are all discoverable and may constitute an unauthorized board meeting. d. Do not edit or massage the information you provide your attorney or insurer. It will do nothing other than sabotage the claim. The facts are the facts.

5. The claim representative is your friend; your insurance professional is your advocate. a. Claim reps want to pay your claim! Treat them as a partner. Board members are fiduciaries tasked with protecting the association’s interest. Treating a claim rep as an adversary is not in the association’s interest.

Psychologically, people (claims reps included) want to help insured(s) who are nice and civil. b. Claim reps are creatures of audit. They must document the claim file to support any payment. Accordingly, make their job easier and provide the documents and information they request. c. Every insurance policy has a “Cooperation Clause.” Failing to cooperate may impact the adjustment of a claim and the rights and coverage in the policy.

Admonition: The Association is a Business.

Leave Emotion and Principle at the Door!

Joel W. Meskin, Esq is the Managing Director Community Association Products for McGowan Program Administrators. He is also a Fellow in CAI’s College of Community Association Lawyers ("CCAL") and holds his CAI Community Insurance and Risk Management Specialist ("CIRMS") designation.

He also holds the Management Liability Insurance Specialist ("MLIS") designation and the National Community Association Institute Educated Business Partner Distinction (“EBP”). He is a Founding Member of the Foundation for Community Association Research (“FCAR”) Think Tank, a member of the National Community Association Institute Board of Trustees (2017-18); (2019-20) and Chair of the National Community Association Institute Business Partner Council (2018), and a CAI National Corporate Member. Joel can be reached at (800) 545-1538 or by email to Jmeskin@mcgowanins.com.

Providing Solutions to Southern California Common Interest Development Legal Issues since 1986 Managers and Board Members are invited to join us for our complimentary

Community Association Law Legal Symposium New for 2020: A Two-Part Webinar Series!

Tuesday, December 1st & Tuesday, December 8th 10:00 a.m. to 12:00 noon PART I - December 1st: New Legal Updates for Common Interest Developments PART II - December 8th: Attorney Q & A Attend one or both days.

CAI & CACM continuing education credit(s) will be provided, approval pending.

Registration begins September 1st www.epsten.com/legal-symposium Registration is required and subject to approval.

www.epsten.com | 800.300.1704 | questions? call us.

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Quorum September, 2020

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

License # 473996

Your Local Go-To HOA Contractor INSURANCE SERVICES 24hr Emergency Service Mold Remediation Fire & Water Restoration Slab Leak Repairs

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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.

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GURALNICK & GILLILAND _________________________________________________________________________________________________

• Corporate Counsel •

• Legal Opinions

• Assessment Lien and Foreclosure

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

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

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CAI-CV UPCOMING EVENTS

CLICK ON EVENTS TO SIGN UP

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

SEPTEMBER

ALL NEW! PRESENTING YOUR BEST SELF ON ZOOM!

CAI-CV’s ANNUAL BOWLING TOURNAMENT

CAI-CV’S BOARD MEMBER WORKSHOP

(for all members)

(for all members)

GUEST SPEAKER: Ted Talks Coach Mimi Donaldson WHEN: Tuesday, September 22, 2020, 4:00 P.M. W HERE: Virtual via Zoom

(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)

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

W HERE: Virtual via Zoom 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 CAI-CV’s ANNUAL COMMUNITY MANAGEMENT CAREER NIGHT (for anyone interested in becoming a community association manager)

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

CAI-CV’S COVID IN THE VALLEY – ASK THE ATTORNEY PROGRAM (for all members) WHEN: Friday, September 25, 2020, 11:30 a.m.

W HERE: Virtual via Zoom

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

POSTPONED - NEW DATE PENDING (Pending Governor’s Action, possible new date)

W HERE: Palm Springs Lanes, Cathedral City CAI-CV’S MANAGER ON THE RUN (MOTR) (for assistant managers)

WHEN: Friday, October 9, 2020, 8:30 a.m.

W HERE: Virtual via Zoom

OCTOBER

CAI-CV’s Board Basic Training

CAI-CV’s CORKS FOR CLAC WINE TASTING

WHEN: Saturday, October 10, 2020 W HERE: Virtual via Zoom

(for board members)

(for all members) (Originally March 27th)

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

W HERE: Shields Date Garden, Indio

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (for all members)

CAI-CV’s BOARD MEMBER WORKSHOP (for all members) (Originally March 27th)

FRIDAY, OCTOBER 2, 2020 3:30 p.m. - 5:30 p.m.

W HERE: Shields Date Garden, Indio NEW DATE Tuesday, OCTOBER 6, 2020, 10:00 a.m.

W HERE: Virtual via Zoom - (STILL INCLUDES FREE ADMISSION TO OCTOBER 2 WINE TASTING)

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.

ANNUAL LEGISLATIVE UPDATE WHEN: Friday, October 23, 2020, 11:30 a.m. – 1:30 p.m.

W HERE: Virtual via Zoom (Trade show TBD) CAI-CV’s SPOOKTOBERFEST (for all members) FRIDAY, October 30th, 2020, 5:30 p.m.

W HERE: Sunshine Landscape, Thousand Palms

DECEMBER 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

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