2020 October Quorum

OCTOBER 2020

OCTOBER 2020

12 Community Spotlight

Sunrise Racquet Club FEATURES 9 Novel Coronavirus COVID-19 Testing Centers 15 CAI-CV Election of Directors - Meet the Candidates 24 Earthquakes, Hurricanes, Hailstorms and other Catastrophic Damage – Parametric Insurance to the Rescue 32 What Every Business Partner Needs to Know About Working With Valley Management Companies 41 Ask the Management Company Execs – Pandemic Best Practices from the Top

Your task list just got a whole lot shorter. [ And your weekends just got longer. ]

From changing a light bulb to remodeling your bathroom, pretty much you name it, Trust Maintenance and Contracting Services can handle your home task list and enhance your home ownership experience.

Whether you need help at home, or for a seasonal house while you're away, let your task list become ours... and take your weekends back.

We are 100% employee-owned.

That means that The Management Trust has an unrivaled 100% vested interest in your success. We are simply motivated to think differently.

Our personal, think outside the box approach, combined with the resources of The Management Trust, create a truly unique formula for your success.

Call us, we’d love to talk. But mostly, we’d love to listen.

1-888-645-9232

managementtrust.com Visit the link below to learn more about how we are Community Management. Built Differently. posts.gle/S5TJH 2

Quorum October, 2020

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

INNOVATIVE • RESPONSIVE • TRUSTED PROACTIVE • INTEGRITY • EXPERIENCED

License # 473996

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

24/7

HOA SERVICES

• Wood Repair • Concrete Repair • Pool Deck Coatings • Club/Guard House

• Fence • Block Wall • Carport • Drywall & More!!!

www.VantagePointConstruction.com

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

A full-service real estate law firm, with an emphasis in Community Association Law • General Counsel and Advice • Draft Restatements and Amendments to CC&Rs and By-laws, Rules & Policies • Interpretation and Enforcement of Governing Documents • Draft Contracts, Review and Analysis • General Litigation/IDR/ADR Services • Collection of Delinquent Assessments • Construction Defect/Soil Subsidence/SB800 Claims • Earthquake, Fire, Flood Claims/Bad Faith Litigation

866.839.9400 www.Roseman.law Los Angeles • Orange County • Central Coast • Inland Empire • Coachella Valley • San Diego • Nevada

CAI-CV.org

facebook.com/CAICV

@CAI-CV

3

PO

STP

ON

O'clock

ED

Corks for CLAC Tasting & Auction

S AV E T H E D A T E Friday, October 2, 2020 Shields Date Garden

OB

I

TPO

NED

NES

OCT

R

LA

POS

SP

S

ER

|

P M | PA L M

G

P O S O cto be r 30th TPO NED

TH

0 5:3

N

9

80225 Hwy 111 (at Jefferson & Hwy 111)

4

Quorum October, 2020

Y

6

DUE TO COVID-19 CONCERNS, THE CAI-CV BOARD OF DIRECTORS CAI-CV BOWLING TOURNAMENT HAS POSTPONED OCTOBER GATHERINGS 8 INCLUDING: Corks for CLAC on October 0 5 2nd, IT Annual Bowling Tournament on October 9th, 1 and C L Spooktoberfest on October 30th. The Board is Rhopeful AM RA D ON E that these events will take place before the end of the year R D C AT H and is working diligently to find a way for those who wish to gather safely, to enjoy CAI-CV events. Please watch your email for updates, or visit the CAICV.ORG website, or call the office at (760) 341-0559 for updates.

SPECIALIZING IN COMMUNITY ASSOCIATION INSURANCE Master Policies | Earthquake | Directors and Officers | Fidelity | Workers’ Compensation

Matthew Lawton, CIC, CIRMS

www.HOAville.com | (760) 770-5868 ext.302

71687 Highway 111, Suite 203, Rancho Mirage, CA 92270 Matt@PrendivilleAgency.com | License #0E02075

CA LIC. #907600 AZ LIC. #286198

www.brsroofing.com

CAI-CV.org

facebook.com/CAICV

@CAI-CV

5

ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP...............................................5

ASPHALT AMS PAVING................................................................39 ASPHALT MD'S............................................................23 NPG ASPHALT................................................................8

ATTORNEYS

Convenient, secure protection for your excess funds.

COMMUNITY LEGAL ADVISORS INC.............................6 DELPHI LAW GROUP, LLP...............................................8 FIORE RACOBS & POWERS APLC................................46 GREEN BRYANT & FRENCH, LLP..................................23 GURALNICK & GILLILAND, LLP....................................40 ROSEMAN LAW APC....................................................40

Save time and money with these community association offerings.

BANKING

Eliminate extra legwork and receive additional FDIC coverage for excess funds with Insured Cash Sweeps (ICS) and Certificate of Deposit Account Registry Services (CDARS) from your community

CIT.................................................................................6

association banking expert.

CHARITY DESERT CANCER FOUNDATION.....................................3

Ask us about our great CDARS rates.

One account. One statement. One trusted bank.

Brendan Concannon, Vice President 619.261.6643 | 866.800.4656 x7480 | Brendan.Concannon@cit.com

©2020 CIT Group Inc. All rights reserved. CIT and the CIT logo are registered trademarks of CIT Group Inc. MM#7205

CLEANING SERVICES DESERT ARC................................................................47

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

DESIGN BISSELL DESIGN STUDIOS, INC...................................46

GATES & GARAGE DOORS AUTOMATION PRIDE....................................................25

INSURANCE

Community Legal Advisors Inc. COMMUNITY ASSOCIATION ATTORNEYS

PRENDIVILLE INSURANCE AGENCY..............................5

LAKE MANAGER DWI CERTIFIED LAKE MANAGER...................................5

LANDSCAPING CONSERVE LANDCARE................................................46 PRO LANDSCAPING, INC..............................................40 PWLC II, INC. ..............................................................25 VINTAGE LANDSCAPE....................................................4

MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT.................20 THE MANAGEMENT TRUST ...........................................2

PEST CONTROL

Serving Orange County, San Diego County, Inland Empire and Coachella Valley

Toll Free 833.938.1877 AttorneyforHOA.com

POWERFUL PEST MANAGEMENT..................................3

POOLS Assessment Collection General Counsel • ADA & DFEH Compliance • Timely Status Reports • Responsive Paralegals • CC&R & Bylaw • Collectibility Analysis Amendments • Judicial or Non-Judicial • Architectural Matters • Contracts & Insurance Foreclosures • Money Judgment • Elections & Recalls • Employment Law Lawsuits • Small Claims Assistance • Legal Opinions • Post Judgment Recovery

GARDNER OUTDOOR AND POOL REMODELING...........21

RESERVES ADVANCED RESERVE SOLUTIONS, INC.......................15

ROOFING BRS ROOFING.INC.........................................................5 WESTERN PACIFIC ROOFING.......................................15

SECURITY SERVICES DSI SECURITY SERVICES...............................................3

6

Quorum October, 2020

CONTENTS 2020 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Green Bryant & French, LLP

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

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

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

12

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

JAY JARVIS, CMCA, CCAM HOA Office, Inc.

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MARILYN RAMOS

Guralnick & Gilliland, LLP

FEATURES 9 Novel Coronavirus COVID-19 Testing Centers 12 Community Spotlight Sunrise Racquet Club Owners Association

By Marilyn Ramos

MIKE REY CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

STEVEN SHUEY, PCAM

Personalized Property Management

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

15 CAI-CV Election of Directors - Meet the Candidates 24 Earthquakes, Hurricanes, Hailstorms and other Catastrophic Damage – Parametric Insurance to the Rescue

By Austin James, CPCU, ARM

32 What Every Business Partner Needs to Know About Working With Valley Management Companies

By Jay Jarvis, CMCA, CCAM, and Jennifer James, Esq.

41 Ask the Management Company Execs – Pandemic Best Practices from the Top

By Holly Smith, CMCA, AMS

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

3

Paint El Paseo Pink Saturday, October 10, 2020

4 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.

Desert Cancer Foundation

11

Corks for CLAC, Bowling, and Spooktoberfest POSTPONED COVID in the Valley “Ask the Attorney” Program Friday, November 6, 2020, 11:30 a.m.

25 Desert Cities HOA Council Meeting Schedule 48 Upcoming Events

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.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

CAI-CV

E X P E R I E N C E • I N T E G R I T Y • V I S I O N

A FULL SERVICE LAW FIRM IN THE FIELD OF COMMUNITY ASSOCIATION LAW • Corporate Counsel • Assessment Collection & Recovery • Governing Document Interpretation & Enforcement • Document Restatement & Amendment • Civil Litigation • Architectural Compliance • Dispute Resolution • New Development Services • FHA Certification • Board Education

Choose Educated Business Partners

(8 4 4) 4 D E L P H I (8 4 4) 433-5744

INFO @ DELPHILLP.COM

Licenses #664779

Asphalt R&R New Paving Construction ADA Compliance Service Grinding & Pulverizing Overlays & Fabric Installs Seal & Striping Concrete R&R

Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW

8

Quorum October, 2020

EDUCATED BUSINESS PARTNER

So-Cal: 951.940.0200 Desert Division: 760.320.9600

Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Roxi K. Bardwell, Advanced Reserve Solutions, Inc. Rodney Bissell, Bissell Design Studios, Inc. 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, Conserve LandCare Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, Union Bank Homeowners Association Services

Become an Educated Business Partner Call the CAI-CV office or go to www.cai-cv.org for more information.

CONTENTS

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

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR RealManage

LONI PETERSON, CMCA, AMS, PCAM DIRECTOR

Associa Desert Resort Management

STEVEN SHUEY, PCAM DIRECTOR

Personalized Property Management

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA

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

Executive Director clockett@cai-cv.org

The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services.

The Coachella Valley Chapter has not verified and/or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.

CHAPTER NEWS 6 List of Advertisers 8 Educated Business Partners 10 President’s Message 11 New & Renewing Members 19 Time Honored Jared Knight

By Grace Paluck, CamEx, CCAM 36 Titanium Sponsor Spotlight Conserve LandCare 38 Meet the Committee Chair Quorum Magazine Chair Jennifer L. James, Esq.

By Jay Jarvis, CMCA

DEPARTMENTS 18 CHARITY Desert Resort Management and Desert Arc – A Win-Win Business Services Partnership

By Kathrene Wales 22 INSURANCE BMW – Board Member Workshop – 10/6/2020

By Mike Rey 26 HOA LAW New Employment Law Impacts HOAs

By Galia Aharoni Schmidt, Esq. 28 LANDSCAPING Holiday Lighting 101 the Good, the Bad, the Ugly 12 Days for Holiday Lighting Success

By Kimberly Weiss 30 MAINTENANCE & RECONSTRUCTION Roofing Products that Beat the Heat

By Alex Pecora

FEATURE

Novel Coronavirus COVID-19 Testing Centers Riverside County is offering COVID-19 testing at the following locations: Indio:

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

Lake Elsinore:

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

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.

Perris:

Southern California Fair and Events Center (18700 Lake Perris Drive, Perris, 92571) Tuesday through Saturday – 9 a.m. to 3 p.m.

Riverside:

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

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

Please call 800.945.6171 to schedule an appointment.

44 POOLS Pool Rust Stains

By Mark Feldstein

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

CAI-CV.org

facebook.com/CAICV

@CAI-CV

9

FROM THE CHAPTER

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

CAI-CV continues to offer our members outstanding education and critical updates on COVID-19. October brings some new challenges to HOAs as Riverside County navigates the new Red Tier. We hope you will all stay informed through our upcoming programs.

Sadly, CAI-CV’s Board of Directors had to postpone our October live events due to COVID. We are hopeful that we will be able proceed with those events outdoors with social distancing soon. Please check CAI-CV’s website or call the office for updates.

Our thanks to Joel W. Meskin, Esq., CIRMS, CCAL, MLIS, EBP and Austin James, CPCU, ARM (McGowan Program Administrators) for presenting a very informative program on peril insurance on September 11th.

Many of you asked for more information about Parametric Insurance and Austin was kind enough to follow-up with an article that can be found on page 24. We want to give a special thanks to Mimi Donaldson, who provided insights and training to our members about marketing themselves and their companies virtually.

Mimi’s program was on September 22nd. You can see a recording of this program by going to the CAI-CV website. On September 25th, we were updated on COVID issues by two esteemed guest attorneys, Mark T. Guithues, Esq. (Community Legal Advisors Inc.) and Laurie S. Poole, Esq. (Adams Stirling PLC). Thanks to both of you for a great program, and to our moderator, Julie R. Balbini, Esq. (Fiore Racobs & Powers, APLC).

We also want to thank Mallory Paproth (SCT Reserve Consultants) and Steven Shuey, PCAM (Personalized Property Management) for conducting a fantastic Board Member Workshop (BMW) on September 1st. Thanks too to guest speakers Rosi Galla, PCAM (Associa Desert Resort Management), Jaime Fakehany, CMCA, AMS (Associa Desert Resort Management), and Gen Wangler, Esq., CCAL for teaching our Assistant Manager on the Run (AMOTR) on September 4th.

We have some great programs coming up in October. On Tuesday, October 6th at 5:30 p.m, we have a free Board Member Workshop on Insurance Basics. Mike Rey (Rey Insurance Services) will be our guest speaker.

Please see Mike's article on page 23. 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. The class will be taught by Lisa Tashjian, Esq. and Brittany Ketchum, Esq. (Beaumont Tashjian). Registration information is on page 48.

CAI-CV’s next Educational Lunch Program & Mini Trade Show will be Friday, October 23, 2020, from 11:30 am – 1:00 pm. The program will focus on collections and foreclosures and our guest speakers are Wayne Guralnick, Esq. (Guralnick & Gilliland, APLC) and Erin Maloney, Esq. (Fiore Racobs & Powers, APLC). Our next COVID in the Valley – “ASK THE ATTORNEY” program will be Friday, November 6th, with guest speakers Mandy Hexom, Esq. (Epsten, APC) and James McCormick, Jr., Esq. (Delphi Law Group, LLP).

For community board members interested in obtaining CAI’s Board Leader Certificate, the Chapter is hosting the Board Leadership Development Workshop on Tuesday, November 3rd through Thursday, November 4th.

Additional information can be found on page 37.

Please mark your calendars for CAI-CV’S LEGISLATIVE UPDATE on Friday, November 20th (NEW DATE), with CLAC Lobbyist, Louie A. Brown, Jr., Esq. (Kahn, Soares & Conway, LLP).

As you can see, we are doubling up on our educational offerings to help you navigate your associations and businesses through the COVID pandemic. We hope you are finding these programs helpful. We also hope to have some positive news soon relating to live events. In the meantime, please stay safe.

Mike Traidman

Mike Traidman, Mira Vista at Mission Hills HOA

10

Quorum October, 2020

CAI-CV NEW & RENEWING MEMBERS RENEWING BUSINESS PARTNERS ADVANCED RESERVE SOLUTIONS, INC. Roxi Bardwell (510) 693-1620 rbardwell@arsinc.com

AMS PAVING, INC. Liz Williams (800) 357-0711 liz@amspaving.com

DUNN-EDWARDS CORPORATION

Scott Merle (760) 834-8948 scott@mcmiskey.com

MOTORCOACH COUNTRY CLUB PROPERTY OWNERS ASSOCIATION Diane Gentry (760) 342-4215 Ext. 510 diane@motorcoachcc.com

NEW VOLUNTEER LEADERS BELLA VIDA AT SHADOW HILLS

Bridget Nigh (760) 972-6830 Bridget.Nigh@dunnedwards.com

Jenna Sanchey

LLOYD PEST CONTROL

John Guerrin

Howard Jacobs (619) 668-1958

SHADOW MOUNTAIN FAIRWAY COTTAGES

ROOF ASSET MANAGEMENT, INC. Rob Winkle (760) 333-9900 rob@ramroof.com

NEW MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Tracy Young (760) 346-1161 Traycyyoung@drminternet.com Eric Zeivel (760) 979-7631 ezeivel@drminternet.com

THE MANAGEMENT TRUST, DESERT DIVISION Cheryl Laughrey (760) 895-6345 Ext. 6345 cheryl.laughrey@managementtrust.com Michelle Reese (760) 862-6334 michelle.reese@managementtrust.com

RENEWING MANAGER MEMBERSHIPS Candra Rodriguez (760) 567-8190 candrabreann@gmail.com

ALBERT MANAGEMENT INC. John McGara (602) 540-9643 John.Mcgara@albertmgt.com

ASSOCIA DESERT RESORT MANAGEMENT Tyler Ingle (760) 345-4349 tyler.ingle@associa.us

AVAIL PROPERTY MANAGEMENT Nancy Holt (760) 771-9546 nancy@availhoa.com

LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION

Kathryn Budny Lyle Graddon Jean Masters

RENEWING VOLUNTEER LEADERS COURTYARDS AT DESERT FALLS Kathy Coplen Greg Vaka

HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION Patricia Aspan Linda Bonnie Lorraine Boyd Bruce Byers Ron Hoover Andrea Lawrence Rosemarie Peterson Ed Schula Karren Warren Rhea Weber

JACK IVEY RANCH HOMEOWNERS ASSOCIATION Tom Kewish Kelly Maheu Lynn Ross David Weis

LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION Greg Asbra Jacquelyn Kausman Dean Priser Larry Saward

LOS LAGOS HOMEOWNERS ASSOCIATION Cynthia Campbell Dave Howard Ilyana Turcott

PUEBLO SANDS HOMEOWNERS ASSOCIATION

Thomas Cannon MILLENNIUM COMMUNITY MANAGEMENT, LLC John Gallucci Alan Krug Maria Fierro Loretta Tremper (760) 834-8948 maria@mcmiskey.com Kimberly Hansele (760) 834-8948 kim@mcmiskey.com

CAI EDUCATION FOR ALL MEMBERS

TRI-PALM UNIFIED OWNERS ASSOCIATION Marcee Williams

SAVE THE DATES CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW FRIDAY, OCTOBER 23, 2020 11:30 AM – 1:00 PM COLLECTIONS & FORECLOSURES Guest Speakers: Wayne Guralnick, Esq., Guralnick & Gilliland, APLC Erin Maloney, Esq., CCAL Fiore Racobs & Powers, APLC COVID IN THE VALLEY – “ASK THE ATTORNEY” FRIDAY, NOVEMBER 6, 2020 11:30 A.M. – 1:00 P.M. Guest Speakers: Mandy Hexom, Esq. Epsten, APC James McCormick, Jr., Esq., CCAL Delphi Law Group, LLP CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW LEGISLATIVE UPDATE FRIDAY, NOVEMBER 20, 2020 11:30 AM – 1:00 PM Guest Speakers: CLAC Lobbyist, Louie A. Brown, Jr., Esq., Kahn, Soares & Conway, LLP Jon H. Epsten, Esq., CCAL Epsten, APC SIGN UP NOW AT CAI-CV.ORG MANAGERS RECEIVE 1 CEU CAI-CV.org

facebook.com/CAICV

@CAI-CV

11

FEATURE

Sunrise Racquet Club Owners Association

By Marilyn Ramos

12

Quorum October, 2020

FEATURE

S

unrise Racquet Club Owners Association is located at 1200 N. Sunrise Way between Tachevah Drive and Vista Chino in the northern portion of Palm Springs. It is conveniently located just west of the Palm Springs International Airport. Schools and plenty of shopping options are all located within a mile. The new post office will be within walking distance once it is completed.

Also nearby are the Palm Springs POWER Baseball Field, Desert Regional Medical Center, and Sunrise Park.

The community was built in 1977

by Bergheer Company, Inc. It has 196 condominium units on 43 acres of lovely grounds. The gated community includes six pools/spas, seven tennis courts/ pickleball courts, a clubhouse with a library and two racquetball courts, lakes with fountains (and a bridge), a picnic gazebo, meandering walkways and a rental cottage (formerly a caretaker’s cottage).

It is interesting to note that Sunrise Racquet club was constructed in the location of the original Rogers Ranch.

It sits on the site of the old Rogers Ranch Mink and Manure Supper Club and horse stables.

The homeowners association maintains the roads, landscaping, all other common areas and the exterior maintenance of the units including the roofs.

All of the units are single story condominiums. There are three floor plans: two two-bedroom floor plans and one three-bedroom floor plan. All units have two bathrooms. The square footage of both of the two-bedroom units is 1,252 sq. ft. and the square footage of the three-bedroom units is 1,465 sq. ft.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

13

FEATURE The California contemporary style units currently sell for $330,000.00 to $400,000.00 with HOA dues at $500.00 per month.

There is a seven member Board of Directors and several committees. The committees include: Landscape committee, Architectural Committee, Pools/ Spas Committee, Lakes Committee, and Tennis/Social Committee. Each committee is chaired by a Board member.

These Committees assist in the seamless and smooth operation of the community. The Association is very proud of how well maintained the property is with no deferred maintenance issues.

The Association is managed by The Gaffney Group, Inc. with Bobbie Gaffney, CCAM, AMS, PCAM, serving as their community manager. Ms. Gaffney states that, “The beautiful community has a very dedicated Board of Directors.

In 12 years, only three of the seven Board members have changed, showing the support of the members. The board is very active and works as a cohesive unit.

There are differing opinions at times, but the directors have true mutual respect for each other and always act in the best interest of the community as a whole and the property reflects this. They are a joy to work with.”

Les Wheeler, Board President, says that there is a great sense of community at Sunrise Racquet Club. There is active owner participation at board meetings

and social events. People in the community feel connected and it is truly a friendly and caring environment with neighbors helping neighbors.

In moving toward a more environmentally conscious community, the association has converted much of its lawn areas to desert plantings. It has also changed sprinkler heads and converted from spray to drip around the buildings.

Lighting is mostly LED, and energy efficient pool pumps have been installed.

The Association continues to upgrade the subdivision and is currently concentrating on the lakes, pools, and spas but is mindful of being fiscally prudent and keeping costs in check.

The Association enlists the assistance of several CAI-CV Business Partners as needed including Pacific Western Bank, Diversified Waterscapes, Automation Pride, Fiore, Racobs & Powers, and MC Painting.

If you would like to know more about the Association you may contact Bobbie Gaffney, Manager. She can be reached via phone at 760/327-0301 or via email at bobbie@thegaffneygroup.net. The community’s website is www.sunriseracquetclub.net, and Management’s website is www.thegaffneygroup.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.

14

Quorum October, 2020

CAI-CV ELECTION OF DIRECTORS

T

he Annual Election of Directors for the Coachella Valley Chapter of CAI has been scheduled for Tuesday, October 27, 2020, at 3:00 p.m., at the CAI-CV Chapter office, 75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211.

Members may attend the meeting in person or virtually.

The election will be run by the third-party professional elections company, The Inspectors of Election, and ballots will be available online beginning September 25, 2020.

Voting will continue until October 26, 2020. Each CAI-CV member will receive one vote, and receive one login ID and password. Ballots will be sent to the person on record with CAI’s National office. If you are a business partner who is on the CAI-CV local database but not on the CAI National

database, please contact the CAI-CV office to find out where your company’s ballot information will be sent.

There are four open seats. Three open seats are for three-year terms, from January 1, 2021 through December 31, 2024. One seat will replace a director who resigned, and will be for a one-year term, from January 1, 2021 through December 31, 2021. Candidates are members in good standing who have served recently in a leadership position on a CAI-CV Standing Committee. Please remember to vote!

Here are the candidate’s statements. If you did not receive your voting instructions and password, please call the CAI-CV office at (760) 341-0559.

Contractors Lic. # 235717

WESTERN PACIFIC Roofing Corporation

Since 1949

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

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 CAI-CV.org

facebook.com/CAICV

@CAI-CV

15

FEATURE

Clint Athertion, PCAM I would be honored to serve on the CAI-CV Board of Directors to help move the Chapter in the direction on which it has been set by so many great volunteer leaders. Serving on this Board creates an opportunity to not only promote and educate those within our industry but to carry this education out to others outside of our industry.

Serving as a Delegate for the California Legislative Action Committee (CLAC) for the past two years and serving on the Chapter’s Legislative Support Committee (LSC) I have seen first hand the benefit of educating peers, business partners, homeowners and especially our legislators. There have been several instances where I have been in a representative’s office, either locally or in Sacramento, and had to explain what an HOA or CID is and all the benefits that we provide to homeowners.

In addition to serving on the LSC and being its past chair, I currently sit on the Professional Mangers Committee and have served on the LSC and Programs Committee while a member of the Orange County Chapter.

In terms of work history, my introduction to CIDs came in 2003 while working as a project manger for a real estate developer and sitting on developer-controlled boards as a representative until the project was turned over. In 2008, I transitioned from that career to an onsite General Manager for a community Association and have been doing on site management ever since.

I am proud to be a product of CAIs educational programs as I came into the community management with little overall knowledge of the industry. Through classes, networking, and serving on committees I have learned more than I could have imagined and I am still learning! I am a big proponent of passing this experience on to others, even those that have been involved for years as I believe we never stop learning or growing, especially in an ever-evolving industry such as ours.

Thank you for your consideration.

16

Quorum October, 2020

Dan Farrar CMCA, AMS I am interested in serving on the CAI-CV Board of Directors because it is an opportunity to help grow and promote the HOA industry to homeowners, business partners, government officials and career-minded individuals looking to make a difference in the communities we manage.

It is hard to believe that I have been in this business for more than 10 years with FirstService Residential. I currently manage the Ironwood Community Association, a community of more than 1,070 homes in Palm Desert. It is similar to working at the United Nations since we have 16 sub-associations with their respective Board Members, 10 Managers and 5 different management companies. We are truly an eclectic community allowing me to work with some outstanding individuals, many of whom are already active in various CAI Committees.

I have served on the CAI Golf Committee for more than six years due to my experience in the golf industry. It has been an honor to Chair or Co-Chair this Committee for three of those years. The financial support to our Chapter from the many business partners and managers involved in this event has simply been amazing. I look forward to continuing opportunities to promote this Golf Tournament and developing other Golf related events to our Membership.

The relationships fostered through the years has prepared me to work proactively with the CAI-CV Board Members so we can identify best practices and solutions to ultimately propel our Chapter to even higher levels of success. We have some great candidates on the ballot and it would be a pleasure to serve with any of them. I thank you for your consideration and your vote.

FEATURE

Julie R. Balbini Esq. I have been a member of the California State Bar since 2000 and am a Senior Associate Attorney in the Coachella Valley office of Fiore Racobs & Powers, A PLC. I received my underg raduate educat ion from Pomona College in Claremont, California, where I graduated cum laude with a Bachelor of Arts (B.A.) in Theatre. After working on and off Broadway in various capacities, I attended law school, earning my Juris Doctor (J.D.) degree from the UCLA School of Law in 2000. Prior to joining Fiore, I practiced business and real estate law. I have been exclusively representing CIDs for the past four years and could not be happier with my decision to join Fiore and be a part of this industry.

My experience includes being Past President of the Desert Bar Association, having served as President, Vice President, Secretary, and Treasurer, along with many years as a Trustee of that organization. I am currently the Chair of the Programs Committee and Acting Chair of the Public Relations Committee for CAI-CV. I have been involved with these committees for the past four years and have served in a leadership role on both of these committees for most of this time. I am also very active within the CID community and especially with CAI-CV, always being happy to help whenever and wherever I am needed, including moderating the COVID19 in the Valley: Ask the Attorneys programs.

In my "spare time" I serve on the board of Coyote StageWorks, a local non-profit professional Equity theatre company. I previously served as Vice President of the Desert Theatre League and on the board of the local branch of the American Red Cross. I am also an award-winning performer, having won the Grand Prize at the McCallum Theatre's Open Call Talent Competition in 2010, along with numerous Desert Star Awards from the Desert Theatre League. I continue to perform at select musical and charity events in the Coachella Valley, though that has slowed down since the birth of my son, Leonardo, who is now a little over two years old.

It would be an honor to serve on the Board of CAI-CV, and so I have submitted my name as a candidate. Thank you for your vote!

Jennifer L. James Esq. I would like to serve on the CAI-CV Board of Directors. I have been an active and dedicated member of CAI for over 16 years, and a member of CAI-CV for 12 years.

During my membership, I have served on many committees, including Quorum committee (current chair), Volunteer Committee (former chair), Professional Manager committee, Membership Committee, Programs Committee, and served as a delegate for the California Legislative Action Committee attending the Legislative Day at the Capitol in 2009. As one of the CAI teachers, I thoroughly enjoy sharing my passion and utilizing the valuable skills I learned as a former middle school teacher.

I am dedicated to assisting the CAI-CV chapter and helping in any capacity possible.

Upon graduation from law school in 2001, my primary focus has been common interest communities. I am passionate about my legal career in working with HOAs and enjoy volunteering for CAI. I also enjoy and appreciate collaborative team effort and believe serving on the Board of Directors for CAI-CV is an exceptional opportunity to utilize my education, experience, and skills to better our industry. Family is important to me and after years of membership and dedicated service, I truly feel the CAI community is like a family.

After working with two of the largest HOA law firms in both Las Vegas Nevada and Southern California, I opened my own law practice in 2014. With my own law practice, I have a flexible schedule and can actively participate in the CAI-CV Board.

Why should you vote for me? I am dedicated to serving CAI and actively involved. I strongly believe it is important to truly listen to our members and their concerns and implement innovative ideas to accommodate changes. If given this opportunity to be a part of the CAI-CV Board of Directors, I will serve to the best of my abilities and strive to be an effective and positive member of the team. Thank you for your consideration.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

17

CHARITY

Desert Resort Management and Desert Arc – A Win-Win Business Services Partnership

By Kathrene Wales

S

ince 1959, Desert Arc, a local nonprofit organization, has been serving adults with disabilities. It was our pleasure to meet CAI-CV Board member, Loni Peterson, PCAM® from Associa Desert Resort Management (DRM) and General Manager for PGA West, about eight years ago when Loni’s son, who has autism, was enrolled in one of our programs. That was the beginning of a great relationship between Desert Arc and the Coachella Valley HOA industry.

Soon after enrolling her son, Loni discovered Desert Arc’s Business Services and subsequently engaged the services of our Janitorial Division to provide professional custodial care to several of the properties she managed. “DRM was already using Desert Arc when I joined the Palm Desert staff and has been for over 15 years,” notes Loni. “A couple of years ago, I also hired their licensed Landscape Maintenance crews for special projects like installing irrigation systems and the one they are working on now, helping with the trenching for electrical repairs. This year PGA West at my recommendation became a major customer of Desert

Desert Arc recognized Desert Resort Management at its annual Champions of Change Recognition Awards Luncheon as its Business Services Partner of the Year in February 2020.

Left to Right: Brooke Beare, Celebrity Emcee and Desert Arc Board Member, Loni Peterson accepting the award on behalf of DRM, and Damian Jenkins, Chair of Desert Arc’s Board of Directors and Division President, The Management Trust. Photo by Lani Garfield.

Arc’s Shredding services. We did a cost-benefit analysis, and hands down, this move saved them money.” Loni, emphatically added, “It’s a win-win for everyone involved! Number one, DRM’s utilization of Desert Arc’s Business Services helps adults with special needs to be functioning members of society, plus, it clearly serves our associations by cutting down on the bottom line.”

Loni’s colleagues at DRM echo her praise of Desert Arc’s Business Services. DRM Community Director Jennifer Carroll, PCAM®, AMS®, CMCA® is incredibly pleased with Desert Arc’s Janitorial

services including cleaning the pool decks and the dog stations for Rancho Mirage Resorts. “I would recommend Desert Arc to other property managers because their team does a great job, we never receive any complaints, and they are a nonprofit organization in the desert helping those with developmental and intellectual disabilities.” Desert Arc’s Janitorial Division is led by Donnya Villarreal and Camerina Corrales who customize and coordinate the various crews across the valley. “Donnya and Came are AWESOME!!,” shares Shelly Bricker, DRM Community Association

Desert Arc Recognized its Janitorial Division’s Partnership with Desert Resort Management at its "8th Annual "With You, We Can!" Awards Presentation. Photo courtesy of Desert Arc.

18

Quorum October, 2020

TIME HONORED MEMBER Manager. “I manage Codorniz in La Quinta and they are very professional and super responsive as I always receive an immediate callback which in this business I am very appreciative of! They do a great job of cleaning and sanitizing the restrooms, the gym, pool furniture and other common areas.” Another DRM Community Manager, M.C. Evangelista, adds, “Desert Arc is also local and that’s important to us.”

Holly Smith, CMCA®, AMS®, DRM’s Community Manager I for Indian Canyon Gardens and Summerset Springs HOAs, underscores her satisfaction in “the affordability and scope of services provided. Desert Arc is also helping people.” Ashley Layton, PCAM®, AMS®, CMCA®, has enlisted the Janitorial crews for several years for a number of associations in her capacity as a Community Director for DRM. “I’ve also contracted with them when preparing for an event and/or cleaning up after an event for a singular association. They do a fantastic job! And, for me personally, I like to be able to know that people with disabilities are given a fair chance for careers. The pricing for their great work is very reasonable, and every time we discuss this with the Board, they’re happy investing in our local community and helping people with disabilities.” Loni sums it up for her fellow CAI-CV members by saying, “I am 100% behind Desert Arc’s mission and am one of their biggest supporters. I encourage everyone to try Desert Arc!” Desert Arc’s Director of Business Services, Angelique Ontiveros, emphasizes, “During COVID-19 all of our essential Business Services – Janitorial, Landscape Maintenance and Shredding – employ the full safety protocol including PPE. They go above and beyond in meeting the new needs of our customers like DRM. For instance, with Janitorial services, our crews are now disinfecting and wiping down the gates, door handles and the metal railings to get into the pools and spas. We’re available seven days a week to meet the vital cleaning and service schedule needs.”

Kathrene Wales is the Director of Development for Desert Arc. She can be reached at (760) 346-1611, extension 234, or by email at kwales@desertarc.org. Desert Arc Business Services can be reached at (760) 404.1370 or through their website: https://www.desertarc. org/employ-our-clients.

Jared Knight

By Grace Paluck, CamEx, CCAM Jared Knight is a Property Services Specialist with Vista Paint. He has been a member of CAI for 10 years.

Jared is a graduate of Palm Springs High School (Go, Indians!), holds his C-33 License, for Painting and Decorating, through the California Contractors License Board and holds certifications for Architectural Jared Knight Coating, Paint Quality Assurance, Maintenance Coating and Architectural Coating.

When not working he likes to go hiking, skateboarding and playing basketball with his kids. He has been married to his best friend, Emily, for over 21 years and has three children - Jack (14), Lainey (11), and Henry (5) and lives in Indio. His favorite saying is, “Never tell me the odds” – Han Solo. He’s also loves Star Wars!

When asked about someone who has motivated and inspired him, his answer was, “My dad. He has always been there for me; he’s the reason I have the job that I do today. He was a painting contractor, took me to work with him since I was very young, patiently trained me, and gave me a trade. My entire working life (25 years) has been spent in the paint/painting industry, and although I am no longer a contractor, it was his initial guidance that set me on this career path and gradually brought me to where I am today.”

Jared joined CAI because it’s the hub for the industry, a great source of education and for building relationships. He has served on both the Oktoberfest and Bowling Committees.

Before he started with Vista Pain, he spent 12 years as a painting contractor. The service he provided his former clients shaped the way he approaches his job, the service he provides the HOA communities he assists with and the management companies he works with. He feels like the practical experience he gained during his contracting days gives him a unique take on the projects that he is involved in.

Vista Paint is a Southern California local, independent architectural and commercial paint manufacturer that has been in business for over 60 years. Their top-quality paint finishes are proven protection here in the Coachella Valley, and beyond. Vista Paint is located throughout California and parts of Nevada. Our HOA property services include job walks and property inspections.

Jared can be reached by emailing him at desertpropaintrep@ gmail.com.

Grace Paluck is the Division Executive Vice President for The Management Trust. She can be reached at (760) 776-5100 or by email at grace. paluck@managementtrust.com.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

19

MAKING [COMMUNITY]

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

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

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

20

Quorum October, 2020

In high school, Mike was caught digging a pool behind the football field‌ by hand!

Today he remodels pools!

Was there ever any doubt?

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

Lic #896061 C-53 CAI-CV.org

facebook.com/CAICV

@CAI-CV

21

INSURANCE

BMW – Board Member Workshop – 10/6/2020

By Mike Rey

coverage in critical areas to save money.

For example, if you are an HOA with no employees, you might not understand why HOAs need employer insurance.

A good HOA insurance professional follows the laws and court cases to help you protect your association against known threats. Recent court cases have said that HOAs can be an employer under certain circumstances. If your HOA insurance professional tells you to get employer insurance like workers' comp, don’t disregard this advice.

Focusing on price alone could also have huge costs consequences for boards in the future. The old adage that, “you get what you pay for,” could hold true

"THE OLD ADAGE THAT, “YOU GET WHAT YOU PAY FOR,” COULD HOLD TRUE WHEN PURCHASING COVERAGE FOR YOUR COMMUNITY."

T

he Education Committee asked me to prepare an insurance class for their Board Member Workshop on October 6th. We discussedthe need for topics that often get overlooked like how to choose the right insurance professional, carriers, and basic risk management best practices.

I hope our community board members will attend. We will be looking at questions like why it is important to use an insurance professional who specializes in HOA insurance when purchasing coverage. We will also discuss the difference between price and cost when making an insurance decision for your community.

Picking the proper insurance professional is part of a community’s risk management plan. You want someone with HOA experience and knowledge.

So much information changes annually,

22

Quorum October, 2020

not just in terms of policy coverage, but also new regulations and legislation that directly impacts insurance offerings.

HOA insurance professionals can achieve an industry specific designation through CAI called the Community Insurance and Risk Management Specialist (CIRMS). This designation is only provided to those insurance professionals that have demonstrated participation, leadership, and knowledge in the industry. When you are considering insurance to cover the specific types of risk in your HOA, you want a professional who is able to advise you based on years of experience and who has demonstrated they are knowledgeable.

Some boards consider professional advice from an HOA insurance professional but then choose to disregard the advice and find a less expensive solution or proceed with limited or no

when purchasing coverage for your community. As a board member you have a fiduciary responsibility to purchase insurance coverage that protects the community of potential hazards as well as being compliant with the governing documents. Failing to do so could open the board to potential lawsuits.

If you do have a claim, you will want a good HOA insurance professional to help guide you through the process. They will understand how the Carriers will handle your claim and they can help guide you with the right questions and requests.

Having a basic understanding of the different ways that claims are adjusted in this industry could be helpful. There are two primary adjusters:

1) Insurance company employee adjusters – are direct employees of the carrier.

2) Independent adjusters or third-party administrators – are hired by your

insurance company to adjust your claim. These adjusters work for an independent adjusting company and they are paid on the length of the claim and the amount of the claim settlement.

It is clear that employee adjusters do not make any additional income for length or amount of the claim. There is no additional incentive for them to keep the claim open and thus increasing the value of the claim, which could affect your renewal premiums based on the amount the claim settles.

Independent adjusters, on the other hand, may not have the same incentive to close a claim expediently because the larger the claim, the more money the adjusting company makes. Fortunately, claims adjusting is regulated by the California Department of Insurance.

Your HOA insurance professional can help you navigate any claims and monitor the relationships between the carriers, adjustors, and regulators to protect your community.

Being on a board is not something to take lightly. As a board member, your community looks to you for guidance and information in the operation of the community. Properly protecting the community’s biggest assets is something the members entrust with you as a board member. Relying on the professional advice of an expert HOA insurance professional is a smart way to proceed.

Involvement in your local CAI chapter and taking courses like the Board Member Workshop is one of the best sources to gain knowledge and make sure your community is properly protected. Stay educated and make sure your community’s risk management plan is updated regularly.

A FULL SERVICE LAW FIRM

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

www.gbflawyers.com

| 760.565.5889

Mike Rey is the President of Rey Insurance Services, a FARMERSÂŽ Insurance Agency. Mike can be reached at (949) 487-9661 or by email at Mike@mreyins.com.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

23

FEATURE

Earthquakes, Hurricanes, Hailstorms and other Catastrophic Damage – Parametric Insurance to the Rescue

By Austin James, CPCU, ARM

PARAMETRIC INSURANCE Every year our country experiences catastrophic weather threats in a variety of forms. This could come from hurricanes, wildfires, hail storms, earthquakes, and blizzards. Many of these events can cause damage that reaches into billions of dollars. There are a lot of insurance companies that protect against these catastrophic claims, however most have high deductibles and there are a lot of exclusions. A product has arisen in the marketplace to fill the coverage gaps excluded by traditional insurance and help to pay for losses beneath the deductible. This is parametric Insurance.

HOW DOES PARAMETRIC INSURANCE DIFFER FROM OUR CURRENT INSURANCE? Parametric insurance is an index based insurance product that has been around for decades in the reinsurance space. Its goal is to provide immediate funds to the policy holder when a specific event has occurred within a measurable data set. Parametric insurance covers a specific peril (earthquake, hail, hurricane) which has a trigger (peak ground acceleration/earthquake intensity, hail stone size, sustained wind speed) and has a trusted 3rd party data source (USGS, Corelogic, RMS etc).

Some programs may also have on-site monitors for local activity as a backup 24

Quorum October, 2020

to the main data providers. The policy will have certain thresholds which activate the limit of indemnity purchased and when those thresholds are met the policy limit is available for payment.

LIMITS AND SCOPE OF COVERAGE The limit of the policy is essentially a blanket limit for the insured that can be recouped to indemnify against any economic loss incurred as a result of the event. This can include items traditionally covered under insurance but underneath the deductible. It can also include any items not covered under the insurance policy but are still economic losses to the insured. This could include things like claims management fees from property managers, cosmetic damage to your structure, damage to outdoor property, engineering and safety certification costs, equity protection, the list is endless...

UNIQUE CLAIM RESOLUTION One of the most attractive qualities about parametric is its ability to pay rapidly and without adjustment.

Typically the insured just sends in a signed statement of loss with their economic claims identified and their check is issued within weeks after verifying that the policy trigger was met. The other really great part is that it pays out regardless of your traditional property carrier’s claim determination. Your

property carrier could deny a claim and a parametric policy would still pay. You could even buy only a parametric policy without traditional insurance cover.

MINIMIZES THE STRESS OF TRADITIONAL PROPERTY INSURANCE ADJUSTMENT During a catastrophic event, insureds may find the claims process to be very stressful. They are joined in with thousands of other policy holders seeking payment and many times the process can drag out as adjuster resources are not infinite. Sometimes the value an insured receives from the carrier may not be what they were expecting or they may find an exclusion of coverage they didn’t fully understand before. In these scenarios, having the benefit of a parametric policy in place can be a godsend and a much needed relief to start the rebuilding process. Over the next decade you will see more and more implementation of this type of coverage and it is worth exploring as an option at your renewal.

Austin James, CPCU, ARM is an expert in parametric insurance and catastrophic property placement. Feel free to reach out with any questions. He is able to secure this coverage for you through your existing retail insurance broker. He is an Associate Director of the CAT and Specialty Property Division of The McGowan Companies.

PWLC II, INC LANDCARE MANAGEMENT

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

ALL MEETINGS ARE CURRENTLY VIA ZOOM 10AM – 12 NOON. COST: FREE

PWLC II, INC. has been providing quality landscape and golf course maintenane for our clients in Southern California since 1977. Our Palm Springs office employs more than 100 landscape professionals. PWLC specializes in "High End Landscape and Golf Course Maintenance Services".

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

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

OCT 14TH NOV 19TH DEC 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

CAI-CV.org

facebook.com/CAICV

@CAI-CV

25

HOA LAW

New Employment Law Impacts HOAs

By Galia Aharoni Schmidt, Esq.

"A lot of companies and associations like to use independent contractors because they often end up being cheaper for the company, and many workers like the flexibility that comes with being a freelancer."

AB5, and its recent amendment AB2257, is a new California law which resets the standard for classifying workers as independent contractors instead of employees. There’s been a lot of talk about AB5 among employers, gig workers, freelancers, and Californians in general. Everyone’s concerned about the effects this new law will have. So what is AB5 and how does it affect you?

AB5 codifes a court decision named Dynamex (pronounced “dynamics”) into California law, and attempts to clarify and expand upon it. As many news articles about both the Dynamex case and AB5 highlight, both are designed to stop companies, associations, and individuals from claiming workers are independent contractors when the law considers them employees.

AB5 doesn’t just apply to companies.

It applies to any person or group who is hiring a worker. That means that, big or small, an association who hires workers may be on the hook for this

26

Quorum October, 2020

issue, regardless of whether your association is incorporated or has other employees on staff.

In order to fully understand the changes brought by AB5, knowing the legal difference between an independent contractor and an employee is key. For the purposes of this article, we’re using “independent contractor” to be any kind of non-employee worker, including a freelancer or other gig worker. Note that California law presumes that a worker is an employee, not an independent contractor, so the

burden is on whoever’s doing the hiring to get the correct classification of the worker down right!

A lot of companies and associations like to use independent contractors because they often end up being cheaper for the company, and many workers like the flexibility that comes with being a freelancer. However, if an association is exerting a lot of control over a contractor’s work, that person is probably considered an employee under the law.

This was true even before AB5, and once AB5 became law on January 1, 2020, the rules became even more stringent. If an association treats someone like a contractor, and a government agency or court determines they are an employee under the law, this is called “misclassification.” Penalties for those who misclassify can be incredibly expensive.

With the passing of AB5 into law, all three of these factors must be met for someone to be correctly classified as a contractor. These factors are often referred to as “the ABC Test.”

A. The worker is free from the company’s control and direction in connection with the performance of the work, both under the contract and in fact.

Factor A looks at how much control the association has over the worker. “Under the contract and in fact” asks whether the hiring association has the right to control the worker, even if they’re not taking advantage of that right. To decide whether there’s control, the government would look at all the facts at once, such as whether the association tells the worker

"An example: a worker doing administrative work like answering phones and opening mail would be considered an employee because the tasks are necessary and a part of the normal course of business."

HOA LAW • The contracting business provides its own tools, sets its own hours, and can negotiate its rate.

• The contracting business has a business license, and has its own business location separate from the site of the association.

"Having other clients, independent marketing materials for their business, business insurance, and their own employees help demonstrate that the contractor has their own business and therefore works for themselves."

when to work, provides them the tools to do it, and instructs them on how they want the work to be done. Under this factor, if there’s control, there’s an employment relationship.

B. The worker performs work that is outside the usual course of the company’s business.

Factor B explains that if the work done by the worker is routine and necessary to the usual course of the association’s business, the worker is considered an employee. An example: a worker doing administrative work like answering phones and opening mail would be considered an employee because the tasks are necessary and a part of the normal course of business. What is considered the “usual course of business” for your association will depend on the size of your association and the services and amenities it provides.

C. The worker is customarily engaged in an independently established trade, occupation, or business of the same nature as the work performed.

Factor C basically means that a contractor should ideally have their own business in which they regularly do the work they’re doing for the association that hired them. Having other clients, independent marketing materials for their business, business insurance, and their own employees help demonstrate that the contractor has their own business and therefore works for themselves.

If they don’t have their own business setup and/or they aren’t routinely doing the same work for others that they do for the association, they will appear to be an employee.

There are a long list of exceptions to this rule, but before you breathe a sigh of relief, remember that even if an exception exists, it merely means that the previous rule, called Borello, applies.

Like Factor A of the ABC Test, Borello revolves around the amount of control the association has over the worker, and also assumes that the worker is an employee unless proven otherwise.

Needless to say, it is still a difficult test to overcome.

The exemption most likely to apply to associations is the Business to Business exemption. The B2B exemption has 12 of its own requirements! The key ones include: • There must be a written contract between the association and the worker.

• The worker is providing services to the association and not its “customers,” unless the employees of the contracting business are explicitly working under the name of the contracting business, and they do the same work for other businesses.

• The contracting business is available to provide the same or similar services to others.

As you can see, the rules and the exemptions are complex, and applying them is fact-based. It all depends on your association and the relationship it has with the worker. The Dynamex decision is still fairly new, and AB5 is even newer, so more court cases will decide the particulars.

Penalties for misclassification can be financially painful and alarming.

And, in this author’s opinion, the risk of getting penalized for misclassification has only gone up since COVID-19 hit the economy. Checking with an expert could save you tens of thousands of dollars down the line, not to mention a great deal of time and stress.

The attorneys at Aharoni Business Law are available to answer your questions about independent contractor classification, AB5, and how it might apply to your association. Feel free to visit us at aharonibusinesslaw.com to find more information about AB5 (including an in-depth webinar), or to book a meeting with one of our attorneys.

Galia Aharoni Schmidt is the founding attorney at Aharoni Business Law, PC, and specializes in business, employment, and intellectual property law. Ms. Schmidt is passionate about working with small businesses to prevent problems and protect themselves from liability, so they can focus instead on what they do best. She has given multiple presentations and webinars on the topic of AB5.

Contact her and her team at office@aharonibusinesslaw.com, (855) 414-4529, or book an appointment online at https://abl.as.me/intake.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

27

LANDSCAPING

Holiday Lighting 101 the Good, the Bad, the Ugly 12 Days for Holiday Lighting Success

T

By Kimberly Weiss

he Holiday Season is almost here, and we know this year will be even more challenging, as homeowners will be looking at their lighting displays even more closely! HOAs spend thousands of dollars for the installation of a beautiful holiday lighting display, as its key to a festive season for many.

Although holiday lighting can be pricey, it is a great idea. After all, community holiday lighting is a way to capitalize on the investment of living in a common interest development and boards that sponsor community holiday lighting displays allow their residents the opportunity to share in the joy, festivity, and delight. It creates a sense of community pride, neighborly camaraderie, local stature, and wholesome joy among many.

On the other hand, the holidays also represent the pinnacle of stress for many people. There are pressures everywhere (especially this year) and the holiday lighting display is supposed to be a perfect illustration of the beauty and peace of the season. So when the lights are out or the garland falls, that individual who was already pushed to the threshold of insanity often seems to take the step over the edge.

It is impossible to ensure that a show will be perfect throughout the season because there are factors that are outside of anyone’s control – high winds, excessive rain and more. Yet many problems can be avoided, if you prepare your HOA well, and hire trustworthy installers.

OUR 12 DAYS FOR HOLIDAY LIGHTING SUCCESS:

1 Beware of The Grinch – it’s a very emotional time and the slightest imperfection can turn one of Santa’s Elves into a Grinch. Just be ready, it’s not you.

2 Holiday Lighting is an Art – Yet the guys throwing the lights in the trees are not always artists, the only way to know who cares enough to make it a great show is to know their work.

Ask for references or at least photos of their past work.

3 Know the Players – Who’s doing what? And when? Usually there is just the installer on small shows, but don’t forget the Committee, Landscaper, Electrician, your Therapist…

4 Reputation is Everything – If not you, somebody has had experience with your vendors, pay attention at the water cooler.

5 Cover your Ass-ets – The community’s equipment is at risk during the season. Damaged light fixtures can easily cost more than the entire Holiday Lighting show. Do not allow holiday lighting installers to tap existing light fixtures for power. Write this requirement into the contract or agreement. This is especially true for LED light fixtures.

The fragile electronic components will be ruined if they are exposed to even a small amount of moisture. You can protect your expensive light fixtures and LED components by providing receptacles at key locations to power holiday lighting shows. This will ensure that installers don’t have to tap into light fixtures for power and also that you won’t have cords taped onto sidewalks or in other areas where they don’t belong.

28

Quorum October, 2020

LANDSCAPING

* Have an electrical contractor come out for a service call in September or October, to ensure your property is ready, and return in January to verify that everything is put back together correctly! *

Golden Gift! Take pictures of lighting assets before installation, to ensure you have proof of their condition, and let your installer know, so that they will be sure to be extra careful!

"COVER YOUR ASSETS – THE COMMUNITY’S EQUIPMENT IS AT RISK DURING THE SEASON. DAMAGED LIGHT FIXTURES CAN EASILY COST MORE THAN THE ENTIRE HOLIDAY LIGHTING SHOW. DO NOT ALLOW HOLIDAY LIGHTING INSTALLERS TO TAP EXISTING LIGHT FIXTURES FOR POWER."

"GOLDEN GIFT! TAKE PICTURES OF LIGHTING ASSETS BEFORE INSTALLATION, TO ENSURE YOU HAVE PROOF OF THEIR CONDITION, AND LET YOUR INSTALLER KNOW, SO THAT THEY WILL BE SURE TO BE EXTRA CAREFUL!"

6 Power, Power, Power – Besides money, this is the biggest limitation. A standard incandescent strand of lights uses about 40 Watts. One circuit can handle 1920 Watts max – someone competent should do the math. You’d be surprised…

7 The Dreaded GFI – The Ground Fault Circuit Interrupter is the biggest enemy. It’s there to protect people, but will kill the joyous season. Bag ‘em, and tape all connections.

8 LED Light Strings – They can look like traditional lights and the price has come down too. The energy savings can be up to 70%, but the labor and materials cost will be much higher– up to 200%. They can be re-used – IF taken down and stored properly.

9 Trim, Trim, Trim – A nicely trimmed tree will show off the beautiful trunk and branches – and the canopy, but make sure the trimming is complete before the lights are installed.

10 Lookin’ Uptown, or, Not? – It can look amazing at night, but have you looked closely during the day? Your Homeowners do, every day. Fast, messy lights hanging from the trees can look terrible during the day. See #2

11 Maintenance is Crucial - Weather, irrigation, vandals, anxious homeowners, or just tiny imperfections – they all must be addressed immediately… I mean, now!!!

12 The Eleventh Hour – Whether it’s Thanksgiving, Christmas, New Year’s or just that special holiday party, your people must be there for you, or the twelfth hour may rhyme with “bell.”

A beautiful and festive show is possible and feasible at most every community, so prepare your HOA now, push up your sleeves, put on your elf cap, for a Happy Holiday season!

Kimberly Weiss is the CEO of Three Phase Electric, and Common Sense. She can be reached at 800-429-4141. Find them online at www.HOAlighting.com and www.

CommonSenseHOA.com.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

29

MAINTENANCE & RECONSTRUCTION

Roofing Products that Beat the Heat By: Alex Pecora

B

uilding with energy efficiency in mind is important, especially in multifamily housing where multiple units draw from the local energy grid. In the Coachella Valley area, where temperatures at the height of summer average a blistering 107.2 degrees Fahrenheit, it makes sense for homeowner associations (HOAs) to incorporate roofing products that manage or leverage radiant heat from the sun.

The average electric bill in California rose by 25.9 percent between 2010 and 2020, so any roofing improvement that captures solar energy or reduces cooling costs will pay dividends in the long run. Here are some energy saving roof products that often go under the radar of HOAs when it comes time to re-roof or renovate.

SOLAR-REFLECTIVE ASPHALT ROOFING For centuries, cultures in the Mediterranean and Middle East have used white roofs to reflect heat thanks to the color’s natural solar-reflecting properties (think Santorini or Puglia).

Most commercial facilities won’t think twice about painting their roof white or some other light color, as most low-slope roofs are invisible from the street level.

30

Quorum October, 2020

In the West, most steep slope roofs are black, brown, or gray by default.

Solar-ref lective roofing asphalt products aren’t just for shopping centers. Thanks to recent developments in asphalt shingles, steep slope roofing—even in darker hues like grays and blacks—can be infused with temperature-lowering cool roof granules. Cool roof asphalt shingles are formulated by pressing light, medium, and dark pigmented mineral granules with high near-infrared reflectance into an asphalt-impregnated fiberglass mat. These granules cover the sheet so completely that only a small fraction of the asphalt is exposed, sidestepping the solar-absorbing properties of darker hues without sacrificing color.

Standard asphalt roofs can reach temperatures of 150 degrees Fahrenheit or more in the height of summer. A cool roof under the same conditions is typically 50 degrees cooler, saving both energy and money by reducing the use of air-conditioning.

METAL ROOFING Metal roofing is one of the fastest growing segments in the roofing industry due to its versatility, strength, and longevity. Newer stamped panel metal roofing systems install in a similar fashion to asphalt shingles, replicate the style of heavier and more fragile roofing materials like barrel tile and slate, and are highly durable despite being lightweight. They also come with the option of PVDF (polyvinylidene fluoride) cool roof paint coatings. These coatings ref lect solar radiant heat, lowering surface roof temperatures by as much as 50-70 degrees Fahrenheit and contributing to significant energy savings over time.

A metal roof is a great option for associations seeking to reduce the carbon footprint of their buildings as well as comply with California Title 24, Part 6 regulations—the industry standard for solar reflectance. Metal is versatile is also less porous than other types of building materials, making it suitable for weather-proofing and tighter building envelopes. Owners of buildings with difficult-to-ventilate vaulted ceilings are turning to metal roofing because it is so

MAINTENANCE & RECONSTRUCTION conducive to cool roofing. Metal roofing will also last 50 years or more with little or no maintenance, providing consistent energy savings over the lifespan of the building.

SOLAR ROOFING SYSTEMS The desert-like conditions of Coachella Valley are perfect for soaking up the sun’s rays and converting them to into money-saving energy. Traditional rack-mounted panels, however, are big, bulky and often an eyesore. While California is extremely friendly to solar panels, many homeowners associations prefer slimmer systems that sit closer to the roof line. Newer, more streamlined solar roofing systems, however, integrate into the building’s roofline, providing reliable solar energy generation with a subtler profile compared to traditional rack-mounted panels.

Solar roofing systems have many advantages compared to traditional rack mounted systems, which require drilling into the roof deck to mount the racks on which the panels sit. Solar roofing systems serve as both a roof covering and a means of energy generation (i.e., solar panels replace the asphalt shingles or concrete tiles that would be installed under a rack mounted system), potentially cutting down on installation costs. Solar roofing systems also require fewer roof penetrations, greatly limiting opportunities for leaks to occur.

GETTING THE BEST DEAL FOR YOUR ROOF SYSTEM With the economic uncertainties that exist due to COVID-19, it is important that you get the best price if you plan to renovate your building’s roof. While it’s always good to get multiple contractor quotes, bringing in a professional specifier to develop a formal request for proposal (RFP) and having contractors bid against the RFP will ensure the estimates you receive are based on a fair comparison. A trained specifier can clearly define the scope of work, outline the materials that should be used, provide contractors with detailed sketches and photographs, and offer an unbiased timeframe in which the work should be completed. Having contractors bid against a specified RFP eliminates many of the variables that can drive up the cost or prolong the timeline of a project.

If you’re investing in solar roofing, there are a number of ways to spread out the upfront coast and predict your solar return on investment. Sun Number is a database that lets property owners and potential buyers understand their building’s rooftop solar and energy-savings potential based on the pitch, orientation and size of the home’s roof plane, as well as the average number of sunny days experience at a particular address.

New loan products have emerged to help contractors finance a variety of improvements, such as rooftop solar

systems, energy storage and new roofs, under the same loan. This removes much of the risk and upfront cost associated with incorporating solar into building developments.

Nowhere on your building is more exposed than your rooftop, so it makes a lot of sense to use roofing products to your advantage either to capture solar energy or achieve energy savings. Newer roofing technologies make it possible for builders to retrofit for better efficiency and utility without sacrificing design.

Alex Pecora - Director of Product Management, Residential Roofing, CertainTeed. Alex is responsible for the Product Management and New Product Development teams in residential market spaces. Alex began his career with CertainTeed’s parent company Saint-Gobain in 1997, and has since served in numerous marketing, operations and general management capacities. He joined CertainTeed’s Roofing division in 2015, and holds a chemical engineering degree from Polytechnic School of the University of São Paulo as well as an MBA from the Getúlio Vargas Foundation of São Paulo. For more information, visit www.certainteed.com or contact your Certainteed Territory Manager, William Byrd, who can be reached at William.C.Byrd@saint-gobain.com or by telephone at 408-425-4984.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

31

FEATURE

What Every Business Partner Needs to Know About Working With Valley Management Companies

By Jay Jarvis, CMCA, CCAM, and Jennifer James, Esq.

MANAGEMENT COMPANIES (in alphabetical order)

How do potential business partners gain access to your company’s managers and associations? In other words, who is your “go to” person? How do they prefer to be contacted?

Do you allow lunch/ breakfast & learns?

Do you allow businesses to cold call your company?

Do you have a preferred vendor program?

Do you have minimum requirements for vendors, e.g. professional certifications, licenses, insurance, etc.?

Albert Management, Inc. P.O. Box 12920 Palm Desert, CA 92255 760-346-9000 fax 760-346-9997 www.albertmgt.com

Primary Contact: Gerard Gonzales gerard.gonzales@albertmgt.com Business partners gain access to our company by filling out our online vendor packet and by networking with us through industry-related organizations like CAI.

Yes; but it is important that there is an educational component for our managers. We also prefer Breakfast & Learns.

Cold calls are not effective. The best approach is to fill out a vendor packet online and reach out to the vendor point of contact.

No.

Yes.

Associa Desert Resort Management 42635 Melanie Place, Suite 103 Palm Desert, CA 92211 760-346-1162 fax 760-346-9918 www.drminternet.com Desert Management P.O. Box 799/42-427 Rancho Mirage Lane Rancho Mirage, CA 92270 760-862-1202 www.desertmanagement.com FirstService Residential 43100 Cook Street, Suite 103 Palm Desert, CA 92211 760-834-2496 fax 760-834-2495 www.fsresidential.com HOA Office, Inc. 74710 Highway 111, Suite 102 Palm Desert, CA 92260 760-545-5040 www.hoaoffice.net J & W Management Company P. O. Box 1398 Palm Desert, CA 92261 760-568-0349 Millennium Community Management 75145 St. Charles Place, Suite 3 Palm Desert, CA 92211 760-834-8948 www.mcmiskey.com

32

Quorum October, 2020

Primary Contacts: John Walters, AMS, CMCA Director of Business Development jwalters@drminternet.com Paula Tapia Senior Vice President, Operations ptapia@drminternet.com Primary Contact: Dennis Cooke, CCAM General Manager dcooke@desertmanagement.com Primary Contact: Karen Tillotson Regional Manager Karen.tillotson@fsresidential.com Hallie Kirkingburg Business Development Manager Hallie.kirkingburg@fsresidential.com Primary Contact Jay Jarvis jay@hoaoffice.net

Primary Contact: Jim McPherson jandwmgmt@aol.com

Primary Contact: Nancy Stegehuis nancy@mcmiskey.com

We prefer Yes; they must be No; but vendors must scheduled scheduled with pass a third-party meetings with Director of Business compliance process Director of Business Development. and there is a fee.

Development.

Yes.

Prefer appointments to be made via email to GM

No

No

Yes; we welcome the Yes; but we prefer opportunity. arranged meetings.

No.

Yes; all vendors must have the proper licensing and insurance.

Yes, they must be scheduled with GM

Yes.

No.

No.

Yes.

Yes; schedule ahead and include education.

Prefers scheduled meetings.

No.

Yes.

Yes.

No; we do not have We prefer that a preferred vendor vendors schedule We use vendors that program as all vendors appointments have been vetted prior should have an equal before stopping by to bidding. opportunity once they our office. are vetted.

FEATURE

B

usiness partners often ask how best to work with CAI-CV management company members. The Quorum Committee reached out to all of the CAI-CV management company members and asked some questions that every business partner would love to ask. Our sincere thanks to the management company members who agreed to participate and share their insights. We encourage our business partners to use this information professionally and to always keep in mind that all business is based on relationships.

The information contained in this article is a wonderful way to begin the process of building those relationships.

When going out to bid, do you only include vendors you have a relationship with or those vendors that have been vetted by your company in some way?

Who makes the final What is your company’s decisions about vendors review process for RFPs to recommended to an Do you ensure information from association board? A require various vendors’ proposals management company references? can be looked at “apples to executive? The apples”? association’s manager?

The vendor may have a relationship with us or the HOA board, but all vendors must be vetted with the minimum requirements.

The review process is managed by the HOA manager and in some cases senior executive team members to ensure proposals are thorough and consistent.

Yes; but only those that pass the compliance process.

Yes

The HOA manager and the HOA board of directors.

Yes.

Do you encourage your associations to go out for bids even if they have a solid relationship with a vendor?

What are your rules regarding managers accepting gifts from vendors?

Do you use the CAI-CV Directory to find vendors?

Yes.

We adhere to industry specific guidelines and company policy.

Yes.

Yes.

Yes; our managers often Our managers and their put together a side-by-side HOA boards. spreadsheet.

Yes.

Yes.

We follow CAI’s Ethics and Professional Duty Guidelines; however, gifts are discouraged unless it’s something that all of our staff can enjoy such as food.

Our managers and their HOA boards.

Yes

Yes

We follow industry ethics

Yes

Our policy allows for nominal gifts, i.e. the value of the gift cannot exceed $200.

Yes.

We include both

We look to hire the most qualified vendors for the needs of our clients.

Before being hired, all vendors must pass the requirements established by FirstService Residential.

Community and district managers review any RFPs prior to them being distributed to vendors.

The association’s manager.

Yes.

It depends on the level of satisfaction the board has with a vendor and the willingness of the board to seek new proposals.

We include both.

Provide a proper scope to all vendors and compairson of bids

Manager and board.

Yes.

Yes.

No Gifts

Yes.

Yes.

Yes.

Board with recommendation from manager.

Yes.

Decided by manager and board.

Yes.

Yes.

While, we typically use vendors we have a relationship with and/or have been vetted by our company, we do use vendors we do not have a relationship with if they have been referred to us by others or come with a new client that was previously vetted by the board.

If the job is significant then RFPs are written by a professional in that field of work.

We follow industry guidelines.

Yes; it can be very helpful when looking for vendors specific to our industry and area.

Typically the manager and/or a board member.

Yes.

CONTENUED ON NEXT PAGE

Yes, if the job is over $1,000.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

33

FEATURE

MANAGEMENT COMPANIES (in alphabetical order)

How do potential business partners gain access to your company’s managers and associations? In other words, who is your “go to” person? How do they prefer to be contacted?

Do you allow lunch/ breakfast & learns?

Do you allow businesses to cold call your company?

Do you have a preferred vendor program?

Do you have minimum requirements for vendors, e.g. professional certifications, licenses, insurance, etc.?

Prime Association Services 36-953 Cook Street, Suite 101 Palm Desert, CA 92211 800-706-7838 www.theprimeas.com

Primary Contact: Shelie Xanthos sheliexanthos@theprimeas.com

Yes

We prefer scheduled appointments

No, but we screen vendors based on qualifications

Yes

We prefer meetings with individual managers.

No; we request that business partners make an appointment.

Yes. It is operated by Desert Locals Choice with a performance guarantee. Fee charged for an ad.

Yes. Business partners must also be qualified through our vendor program.

Yes.

Prefer scheduled appointments.

No; business partners must complete third party compliance program.

Yes; third party vendor compliance program.

Yes

Yes

No

Yes

We're currently not doing in-person meetings but hope to see everyone soon.

Yes.

Yes.

Yes.

Personalized Property Management 68950 Adelina Road Cathedral City, CA 92234 760-325-9500 fax 760-325-9300 www.ppminternet.com

Primary Contact: Steven Shuey, PCAM sshuey@ppminternet.com

Powerstone Property Management 41995 Boardwalk, Suite K Palm Desert, CA 92211 760-797-7797 fax 760-406-9702 www.powerstonepm.com

Michelle Lopez Director of Community Management

RealManage 75178 Gerald Ford Dr., Suite B-1 Palm Desert, CA 92211 760-202-9880 ext. 5731 www.realmanage.com

Primary Contact: Rhonda M. Drews, PCAM rhonda.drews@realmanage.com

Primary Contact:

mlopez@powerstonepm.com

The Management Trust, Desert Division 39755 Berkey Drive, Suite A Primary Contact: Palm Desert, CA 92211 Channel Jordan 760-862-6331 Channel.Jordan@managementtrust.com fax 760-776-5111 www.managementtrust.com

Vintage Group 30212 Tomas, Suite 355 Rancho Santa Margarita, CA 92688 949-667-9805 fax 800-996-3051 www.vintagegroupre.com

Whitestar Management Inc. 72000 Magnesia Falls Dr. Suite 3 Rancho Mirage, CA 92270 760-773-0123 fax 760-773-5432

34

Quorum October, 2020

When time allows.

We don’t prevent it.

No.

Required licenses based on field of work, proper insurance including workers comp, GL.

Yes; lunch & learns.

No.

No.

Yes.

Primary Contact: Arielle Marion arielle@vintagegroupre.com

Primary Contact: Patrick Belous, CMCA patrick@whitestarmgmt.com

FEATURE When going out to bid, do you only include vendors you have a relationship with or those vendors that have been vetted by your company in some way?

Who makes the final What is your company’s decisions about vendors review process for RFPs to recommended to an Do you ensure information from association board? A require various vendors’ proposals management company references? can be looked at “apples to executive? The apples”? association’s manager?

Do you encourage your associations to go out for bids even if they have a solid relationship with a vendor?

What are your rules regarding managers accepting gifts from vendors?

Do you use the CAI-CV Directory to find vendors?

Yes.

Yes

We use CACM guidelines. No cash gratuities and nothing valued at more than $300 aggregate per year.

Yes

No gifts unless approved

by PPM management.

Yes; PPM prefers to use local vendors when possible.

The review process is managed by the HOA manager and in some cases senior executive team members to ensure proposals are thorough and consistent.

Manager and board.

Yes; most of the time.

Yes; the manager leads the review process.

The manager and the board with PPM executive oversight.

Yes.

Not for monthly service providers because PPM values long term relationships.

Vendors that have successfully completed third party compliance program are welcome to provide proposals.

Managers prepare job scope analysis to ensure “apples to apples” comparison.

Board of directors.

Yes.

Yes.

No gifts unless approved

by Director. Never over CACM guidelines.

Yes.

Both

Provide a proper scope to all vendors and compairson of bids

Assocciation Manager

Yes.

Yes

We adhere to CAI Ethics and RealManage policies.

Yes

Yes.

Yes; the review process is managed by the HOA manager if under $10k or for routine mainteance (landscape,etc.). Reserve Projects or Capital Improvement Projects over $10k reviewed at under TRAC program

Our boards with recommendations from our managers.

Yes.

No, not if the Board We use CACM is happy with the guidelines. No cash service. We will gratuities and nothing offer guidance if we valued at more than see an issue with $300 aggregate per year. performance.

Yes.

We include both.

Create a proper spread.

The manager.

Yes.

Yes.

No compensation and nothing of value over $50.

Absolutely.

Yes, unless specifically requested by the board which would require vetting of the new vendor.

HOA managers review and consult with Industry specialists, if needed, to ensure the RFP is complete to solicit proper bids.

Manager and board.

Yes.

Depends on size of project – vendors must be vetted first.

No gifts.

Yes.

We include both.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

35

2020 TITANIUM SPONSOR SPOTLIGHT

CAI-CV

C

onserve LandCare is a locally owned and operated full-service landscape maintenance and construction company located in Thousand Palms. We provide comprehensive landscape services for community managers, homeowner associations, commercial property owners, developers, and public agencies throughout the Coachella Valley, Riverside, San Bernardino, and San Diego Counties.

Our staff consists of over 300 full-time employees with diverse experience including account managers, certified arborists, certified irrigation auditors and technicians, graduate horticulturists, licensed agricultural pest control advisers, qualified pesticide applicators, landscape designers, and resource conservation specialists.

Service leadership is our number one goal and the key to our reputation.

Our services: landscape maintenance, landscape construction, irrigation and water conservation, turf conversions, enhancements, and tree and plant health care.

Conserve LandCare has been recognized by the California Landscape Contractors Association for outstanding landscape maintenance and landscape installation for work at HOAs, commercial, public works, and hospital properties.

Conserve LandCare has been a proud sponsor and member of CAI since 2011. Through our membership, we have met new clients, business partners, and friends. Our staff enjoys participating in a variety of CAI events, committees, and supporting the local Coachella Valley Chapter of professionals.

If we can help with your landscape needs, please contact Randy Mitchell, Director of Maintenance at 760.250.7246 or RMitchell@conservelandcare.com 72265 Manufacturing Road, Thousand Palms, CA 92276 | 760.343.1433 | www.conservelandcare.com

Thank you to Conserve LandCare for their generous support of CAI-CV! 36

Quorum October, 2020

CAI BOARD LEADER CERTIFICATE Education for homeowner leaders just got better.

338,000 U.S. community associations

2,350,000 Community association board and committee

80,000,000 Hours of service performed annually by association board and committee members

$1.76 billion Estimated value of time provided by homeowner board and committee members based on the Bureau of Labor Statistics estimate of $22.55 per hour for volunteer time If you live in a condominium, homeowners association, or housing cooperative, you know how important it is to have an effective governing board of directors. The CAI Board Leader Certificate is designed to provide a foundation for effective community association board leadership. Whether you are an experienced board member or just thinking about getting involved, this certificate will help you become a more informed and effective leader.

TO EARN THE CAI BOARD LEADER CERTIFICATE: Complete the CAI Board Leader Certificate Course (also known as the Board Leader Development Workshop).

This course is offered in two formats: classroom instruction through CAI chapters, or an online, self-study course.

ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTAND THREE KEY DOCUMENTS: 1) Model Code of Ethics for Community Association Board Members 2) Community Association Governance Guidelines 3) Rights and Responsibilities for Better Communities (copies are available at the CAI-CV office or write to admin@cai-cv.org.)

RECOGNITION Community leaders who complete the CAI Board Leader Certificate will receive a certificate of completion and recognition on the CAI website.

CAI-CV’S BOARD LEADERSHIP DEVELOPMENT WORKSHOP TUESDAY-THURSDAY NOVEMBER 3-4, 2020 SCHEDULE DAY 1 – TUESDAY NOVEMBER 3, 8:00 A.M. – 11:15 A.M. Module 1: Governing Documents and Roles & Responsibilities Speakers: Michael Knighten, Esq., Knighten & Parlow, PC & Steve Tinnelly, Esq., Tinnelly Law Group Module 2: Communications, Meetings and Volunteerism Speakers: Clint Atherton, PCAM, The Management Trust & Rhonda Drews, PCAM, Real Manage

DAY 2 – WEDNESDAY NOVEMBER 4, 8:00 A.M. – 2:30 P.M. Module 3: Fundamentals of Financial Management Speakers: Balvina Ramirez, AMS, RealManage & Jeremy Newman, CPA, Newman & Associates Module 4: Professional Advisors and Service Providers Speakers: Steven Shuey, PCAM, Personalized Property Management & Micha Ballesteros, Cartwright Termite & Pest Control, Inc.

DAY 3 – THURSDAY NOVEMBER 5, 2:30 P.M. – 5:00 P.M. Module 5: Association Rules and Conflict Resolution Speakers: Cang Le, Esq., Angius & Terry, LLP & Eric Angle, PCAM, Trilogy at La Quinta

ASK THE ATTORNEY ROUNDTABLE & VIRTUAL HAPPY HOUR 4:00 p.m. – 5:00 p.m.

Panel: Michael Knighten, Esq., Knighten & Parlow, PC Cang Le, Esq., Angius & Terry, LLP Steve Tinnelly, Esq., Tinnelly Law Group

CAI-CV.org

facebook.com/CAICV

@CAI-CV

37

Meet the Committee Chair

Quorum Magazine Chair Jennifer L. James, Esq.

By Jay Jarvis, CMCA

A

ttorney Jennifer James, chair of the Quorum committee, is a member of the Bar in California, Nevada, and Utah. It takes a great deal of dedication to be admitted in three states, but that is something that Jennifer possesses in great amounts.

Jennifer graduated from Utah State University and Washburn School of Law, in Topeka Kansas. After working with two of the largest HOA law firms in her native hometown of Las Vegas and then in Southern California, Jennifer opened her own boutique HOA law practice, here in the Coachella Valley. She also serves as “of counsel” to Green Bryant & French, assisting on HOA matters. She tells Quorum, “I always give my clients my personal cell number so that I can be easily reached.” Now, THAT’s dedication.

Prior to becoming an attorney, Jennifer engaged in eclectic pursuits, including learning to speak Swedish as an exchange student and dancing professionally. You may have seen her dancing on a Zumba infomercial. She is licensed as a group Jennifer L. James, Esq. fitness instructor and was formerly licensed as an emergency medical technician.

She also taught 6th and 7th grade history at an at-risk school in Las Vegas. This experience, which she admits was “challenging,” was “one of the most rewarding experiences in my life.”

Jennifer tells Quorum she loves working with children, and serves as a Girl Scout troop leader and a volunteer at her ten-year-old daughter’s school. She also previously served as a Court-Appointed Special Advocate, worked as a volunteer on a 24-hour mobile crisis team for rape and domestic violence, volunteered with the Special Olympics, and served as a “big sister” in the Big Brothers/Big Sisters of America program; she is still in touch with her “little sister.”

Jennifer assists her daughter in numerous activities: soccer, tennis, and even playing the ukulele. She is helping her daughter achieve her Girl Scout Bronze Award by facilitating “Adopt a Grandparent.” Both recently held an in-person socially distanced meeting from the window, where Jennifer’s daughter played the ukulele for her adopted grandparent.

Jennifer obviously feels strongly about helping others, whether human or otherwise. She and her daughter have a cat, parakeet, fish, and two rescue dogs, one of whom joined the James family unexpectedly — they all fell in love with each other on a food donation trip to an animal shelter.

Jennifer believes that her greatest strengths are patience and empathy for others, as well as dealing with difficult people and helping to resolve conflicts. In one instance, Jennifer tells Quorum that an angry homeowner came outside with a pitchfork held above her head ready to strike if things didn’t go her away. Jennifer quickly used her conflict resolution skills to diffuse the tension and calm the angry homeowner. By the end of the site inspection, the homeowner was smiling and willing to remove some of her unapproved landscaping.

Jennifer notes that she joined CAI-CV to become more involved with the community and her HOA practice, as well as to give back and educate. She has served as chair of the Volunteer committee and as a member of the Membership Committee, California Legislative Action Committee, as well as in her current role as chair of the Quorum Committee. She believes that CAI-CV successfully helps educate people and helps develop community feeling. Jennifer is proud to be a part of her CAI family 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.

38

Quorum October, 2020

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

Proudly serving The Coachella Valley since 1981!

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

Pave

Perform

Protect

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

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.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

39

GURALNICK & GILLILAND •Landscape Management

_________________________________________________________________________________________________

• Corporate Counsel

•Arbor Service

•

•Landscape Design •Landscape & Hardscape Installation

• Legal Opinions

•Water Conservation Specialist •Growers of Exotic Palms & Desert Accents

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

• Assessment Lien and Foreclosure

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

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

www.prolandscapingca.com

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

Join the HOA Leaders Idea Exchange www.DesertCitiesHOACouncil.com CLICK HERE AND JOIN TODAY! 40

Quorum October, 2020

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

FEATURE

Ask The Management Company Execs PANDEMIC BEST PRACTICES FROM THE TOP

By Holly Smith, CMCA, AMS

M

anagement company executives are in many ways the unsung heroes of community management these days. From behind the scenes, they have faced the most difficult challenges, guiding their managers and clients through the roller-coaster of pandemic regulations, zoom meetings and dealing with people at every level who need their support.

Without their wisdom, strength, and guidance, the HOA industry in the Coachella Valley would be in terrible shape. Here are some pearls of wisdom from a few local management company leaders.

QUORUM QUESTIONS & ANSWERS QUESTION: What do you feel has been one of the biggest challenges that your organization has faced during the COVID-19 pandemic and how have you been able to work through it?

ANSWERS (Alphabetical): Mark Dodge, CEO of Associa Desert Resort Management believes that, “The biggest challenge we have faced is monitoring and managing the physical and mental wellbeing of our employees in a remote environment. Over time, we have come to a better understanding that each employee is coping with the

pandemic issues differently, and that when we are working from home, the triggers are different. Supporting the needs of employees and clients, when you cannot see them face-to-face, is challenging. We are seeing that by making an extra effort to understand the individual needs of employees and clients during the pandemic has in some ways created stronger relationships.”

Damien Jenkins, CEO of The Management Trust Desert Division states, “Our biggest challenge has been to radically change the way we do business. We were out building business relationships, making great strides with employee engagement, in-person one-on-ones, visiting our large-scale community employees, expanding customer engagement, attending networking events, and giving back to non-profits when it all came to a screeching halt. Fortunately, we have been very creative in staying connected through phone calls, wellness check-ins with all employee owners, customers, and potential clients. Like everyone else, we are learning to stay connected virtually, and that may end up being a very positive and lasting move!”

Karen Tillotson, Regional Director, FirstService Residential states, “Staying in touch during COVID was particularly challenging at first but we have seen gradual improvement. There are limited

in-person interactions right now, but we will adapt and do more over the next couple of months.

Rich Warfield, CEO of Personal Property Management stated, “Probably the biggest challenge is conducting HOA business by video/telephone meetings.

A good portion of the desert is from a demographic that is not technologically savvy. At first, we saw many problems with clients losing their connection or not understanding the new meeting protocol like when to speak – it was easy for meetings to get off track. The upside is that our managers are now virtual meeting experts and have found a new way to connect with boards – virtual coaching!”

What are the unique challenges you find managing a remote staff and what are some of the things that you have done to help your staff stay connected to each other and feel supported through this time?

Rhonda Drews, Regional Vice President of Operations, Real Manage, said, “Once COVID-19 hit and our offices closed, we implemented weekly team meetings via video conference. This allows us to meet more frequently, stay connected and support one another.”

Rich Warfield (Personal Property Management) noted, “We hold twice

CAI-CV.org

facebook.com/CAICV

@CAI-CV

41

FEATURE weekly video meetings. On Tuesdays we meet as departments. Managers have a call, and administration has a separate call. On Thursdays we hold a companywide call to make sure everyone can express concerns or address issues with our Regional Vice President of Operations.

With this being October and traditionally the start of our “season,” what are your predictions for the remainder of this year?

Mark Dodge (Associa – DRM) said, “I think the answer largely depends upon how many owners return, and their general state-of-mind when they return.

I fear with the stress of the upcoming election, and the continuing stress of this pandemic, we could be in for a difficult winter, especially when coupled with an untested remote work environment.

So far, we have had the luxury of having slightly diminished activity levels since March. We may not have that luxury in the coming months.”

Damian Jenkins (The Management Trust) states, “I think people who love the desert will continue to make every effort to be here during the season.

While we may have a smaller number than usual, I do not see much changing for our business except for a very careful, steady progressive approach to re-engage our employee owners and operations back to normal when the timing is right. Timing is everything.”

How has COVID-19 changed your outlook for how your company does business in general. Do you find that these are positive changes?

Mark Dodge (Associa – DRM) said, “I believe there are a few positive outcomes. The pandemic has forced us to deliver our product differently, and it has forced our clients to accept these alternative delivery methods. Whether we are talking about virtual meetings, or mailing access devices, there are simply

42

Quorum October, 2020

far fewer reasons to come to our office now. We have also found far more owners willing to accept electronic delivery of services. These are all positive changes.”

Karen Tillotson (FirstSer v ice Residential) said, “In certain ways, it has enabled us to be more creative – such as using ZOOM Meetings and Docu-Sign to accomplish what we used to do in person.

In a sense, the pandemic has facilitated streamlining many procedures.”

COVID-19 has changed our world in so many measurable ways. What is one major aspect that you see will affect the CID industry in the future? Is that change for the better or do you think it will make things more difficult moving forward?

Rhonda Drews (Real Manage) said, “Hopefully, a positive change will be that more people will recognize community management as an essential business.

This may help bring potential employees into our industry as many job-seekers who are considering career changes will lean toward an essential industry.”

Damian Jenkins (The Management Trust) says, “I think we are probably finding more efficiencies of how we operate and run the business, which is positive. I also believe that employees in other industries that are adversely affected by the pandemic may be attracted to the steadiness or our industry. The only part that makes things difficult moving forward is the lack of in-person engagement. No matter how you slice it, it is never the same meeting remotely as opposed to the value of in-person engagement, meetings, networking etc. I will not take in-person engagement for granted ever again.”

Rich Warfield (Personalized Property Management) said, “More communities will stick with video or telephonic meetings. It allows for more owners to participate from the comfort of their home and eliminates travel time for both board members and managers.”

How have you as the leader of your company been able to cope with the pressures of navigating your staff through these times?

What self-care techniques have you used to help yourself stay mentally alert and ease your stress?

Mark Dodge (Associa – DRM) explains, “Early on, I bought into the logic of replacing my office routines with similar home routines. That solution did not work well for me. I am ultimately one of those who needs the physical contact and socialization of the office. So, as I was working desperately to take care of my employees, I was myself simply not faring well personally. What I have come to realize for me personally is I miss most the activity levels and distraction the office provides. To replace that I have begun exercising and taking better care of myself. Thus, I am getting the activity and physical engagement in a different way. It has allowed for me to expect less from my work experience and to temper my stress levels quite well.”

R honda Drews (RealManage) expresses, “I’m thankful our company has taken an extremely conservative approach to COVID-19 and has assisted all of us with navigating through these times as well as provided an abundance of communications to employees, clients and residents. To maintain my personal mental health, I have tried to keep to my normal routine including journaling and exercising.

What do you feel have been some positive things that have come from COVID for our industry? Your company?

Rhonda Drews (RealManage) said, “I honestly think the use of Zoom and other video conference platforms allows for more efficient meetings. There are fewer side discussions and more involvement from owners, which I think is all positive.”

FEATURE Damian Jenkins (The Management Trust) said, “Building meaningful relationships with internal and external customers, despite it being done mostly remotely, has allowed us the opportunity to find more efficiencies and allowed us to attend more meetings virtually vs. the time it takes to travel to each location. During the pandemic, we have shown even more value to our clients.

Handling clients virtually makes us very accessible, with a live person answering phone calls, and a very quick response to client’s requests, and the ability to provide prompt resolution to problems.”

Karen Tillotson (FirstSer v ice Residential) feels “One of the biggest takeaways is realizing how fortunate we are to have great people and business partners in our industry. They are sticking with us through this ordeal and this has made us a stronger group. We are also able to move forward on new initiatives such as a modified schedule of working at home/office on certain days.”

Do you see any new trends related to the needs of your communities, or do you feel that in general it’s been business as usual?

Mark Dodge (Associa – DRM) replied, “What has changed is the willingness to accept alternative service delivery methods. We are doing the same exact work we were a year ago. We are just doing it differently now.”

Rhonda Drews (RealManage) said, “The trends are still unfolding and depending on the specific community and its amenities, there are likely to be different needs moving forward. The reopening of amenities like pools and spas, for example, has brought the issue of future liability into focus for many boards. That may change how they are used for many years. A lot will depend on how and if the legislature addresses COVID liability for communities.”

What is your prediction for 2021?

Damian Jenkins (The Management Trust) says, “2021 will see a renewed need to support our communities on many pandemic related issues. Reopening while protecting residents is unchartered territory and brings a great deal of complexity into the equation. We will be focused on helping them navigate a path back to normalcy.

Karen Tillotson (FirstSer v ice Residential) said, “In 2021, I think we will see both managers and homeowners will begin to have more in-person contacts, but with social distancing.

Events may restart with social distancing, and open and airy environments will be the new norm.”

Rich Warfield (Personalized Property Management) said, “I don’t see a lot changing in the first part of 2021. I believe that the first quarter will look much like what we are dealing with now.

Even if a vaccine is found it, it will likely go to those who are most vulnerable. It will be some time before the general population is vaccinated and back to normal.”

If you could offer managers one sound word of advice, what would that be?

Mark Dodge (Associa – DRM) adds, “You must take care of yourselves first before you can successfully care for others. You must be physically and mentally well to provide the empathy and sympathy this industry requires.”

Rhonda Drews (RealManage) said, “Stay engaged. It’s extremely easy in this environment to be distracted and lose focus. I would urge every manager to avoid external disturbances and engage their work ethic attributes. At the same time, it is important to take breaks and get away from their desks. Many managers are working longer hours during these times, but we all need breaks to reset and refocus.”

Damian Jenkins (The Management Tr u st) s a id, “C om mu n ic ate, Communicate, Communicate, it is imperative that our manager’s stay very connected with our employee owners, leadership, boards, Committee members and homeowners. Additionally, it is of paramount importance for our employee owners to speak up with regards to any challenges, professionally and personally to avoid any molehill becoming a mountain. We strongly require transparency from our employee owners and vice versa. My other word of advice is to stay “resilient.” I am very proud of my team’s resilience, diligence and growth on this journey.”

The Quorum Committee would like to thank Mark Dodge, Rhonda Drews, Damian Jenkins, Karen Tillotson, and Rich Warfield for taking time out of their busy schedules to answer these questions. I think we now all see the careful planning and difficult decisions that our industry leaders have faced to keep business flowing during these unprecedented times. They have helped keep us all #HOAStrong!

Holly Smith, CMCA, AMS, has over 20 years of property management experience within Southern California and has been in HOA management the last 4 years. Holly works for Associa Desert Resort Management. She serves as co-chair of CAI-CV's Legislative Support Committee and serves on the Quorum Committee. She can be reached at (760) 346-9918 or hsmith@drminternet.com.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

43

POOLS

Pool Rust Stains

By Mark Feldstein

O

ver time, pool owners may encounter several curiously colored stains on the surface of their pool. Some of the most commonly colored stains they’ll notice are dark red and rusty brown, which while alarming at first, may not necessarily indicate that something is seriously wrong with the pool.

But how do you know when the pool rust stains are cause for concern?

The Most Common Cause of Pool Staining There are several reasons why you’ll see staining throughout the pool. Below are just a few of the most common reasons:

• ORGANIC MATERIALS Organic decaying debris like leaves, twigs, pinecones and acorns sitting on the surface of the pool can result in rust-colored stains. Typically, these materials will leave a design which resembles the shape of the stainproducing product (such as the outline of a leaf ).

• METAL OBJECTS Anything from bobby pins to toy cars to nails can cause rust to appear in the pool. These objects should be removed as soon as they are discovered.

This is particularly true if you have very acidic pool water, as the more acidic your pool, the greater the reaction and problem you’ll have.

• METAL IN THE WATER Also known as the oxidation of water, if you are regularly seeing small rusty spots in your pool it may be because your water contains small metal fragments. Iron in your pool water is especially problematic, and it can quickly lead to costly repairs.

44

Quorum October, 2020

• REBAR STAINS When a new pool is built, steel Rebar is laid down and blocked off the ground to be in the middle of 6” the gunite or Shotcrete shell. The rebar is tied together with wire forming a grid. If rebar or wire is too close to the surface, it will rust displaying a growing stain on the finish as well as slowly eroding the integrity of the pool shell.

Rebar can shift during the gunite placement, not be supported properly or not placed properly. When rebar is not set deep enough (something that is common around curved pool walls, benches, steps, and tight corners), it is more susceptible to damage.

Left untreated, the rebar will eventually cause the shell of your pool to crack. This will expose more rebar which will lead to further corrosion until your swimming pool is no longer structurally sound.

How to Test Your Rusty Pool Stains Before taking any action, it’s important to know the cause of the stain. The easiest way to test the stain is to take some wet and dry sandpaper and rub the area. If the stain disappears, then you know you don’t have a serious issue on your hands.

If the stain continues to increase in size, severity or intensity, then it’s likely that the stain is coming from below the surface of your pool.

POOLS There are other ways to test stains. For suspected iron-causing stains, take a vitamin C tablet and hold it against the stain for approximately 30 seconds. If the stain lightens or disappears, it’s likely that iron is staining your pool. For decomposing organic debris, hold a Trichlor tablet on the stain for 30 seconds. If the stain lightens, decaying organic material is likely the issue. Another method is to just use Jacks Magic stain ID kit and follow directions.

Pool supply stores also carry pool stain ID kits. These kits lead pool owners through a simple series of steps to determine what is causing the rusty stains in their pool.

Dealing with Different Rust Colored Pool Stains Different approaches will need to be taken depending on what’s causing the stains in your pool.

• FOR ORGANIC MATERIAL If the area is small, scrubbing the area and then vacuuming the pool should take care of the stains. Shocking the pool is also a great way to increase the free chlorine in your pool which will remove the rusty brown tannin stains.

"When rebar is not set deep enough (something that is common around curved pool walls, benches, steps, and tight corners), it is more susceptible to damage."

• FOR METAL OBJECTS Once the metal object has been identified and removed, lightly brushing the spot with a steel brush or using a rust removing liquid will remove the stain. Just make sure to not be so aggressive as to damage the finish. Also, it is a good idea to routinely use a sequestering agent.

• FOR METAL IN THE WATER Some people opt to use magnets to gather the tiny bits of metal. But the easiest way to treat this issue is to use a metal removal additive that will filter out any excess metals. Sweeping and vacuuming your pool more often will also help reduce the effects of metal in your pool water.

• REBAR STAINS If you suspect your rust-colored pool stains are due to your pool’s rebar, the time to take action is now.

The rebar may be fixed with there being water in the pool or with the pool being drained. Typically, the more significant the problem, the more likely the pool remodeler will choose to do the drain the pool.

Your pool remodeler will start by chipping out the affected plaster. Then, using a jackhammer, they will dig deeper into the gunite, so the oxidized rebar is exposed.

Reputable pool remodeling companies will then follow the rust by chipping along the vertical and horizontal length of the rebar to determine how far the damage has gone. Once they reach clean steel on all ends, the affected rebar, as well as a few inches of unspoiled steel, is cut out using tools like die grinders, cutoff wheels, bolt cutters, and hacksaw blades. This is done to ensure that no rust is left behind. Typically, the remaining exposed rebar will be coated with epoxy paint.

The professional will determine if the rebar requires replacement before it is patched. The patch then bonds with the concrete. The patch color may not always match the pool, in which case a pool owner may want to consider refinishing the pool.

Mark Feldstein is the Chief Financial Officer/Sales Manager for Gardner Outdoor and Pool Remodeling. Mark can be reached at (909) 374-5520 or by email at markf@GardnerRemodel.com.

Gardner Outdoor and Pool Remodeling has been serving the Southern California area since 1969. As one of only 50 licensed PebbleTec® applicators in the entire United States and the exclusive SoCal referral partner of Leslie’s Pool Supplies, Gardner Remodeling is the premier pool contractor in San Diego County, LA County, Orange County, and Coachella Valley. You can contact Dave Cole, Outdoor Consultant, at the Indio office at (760) 342-9756.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

45

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

(714) 293-3749 BissellDesign.com 46

Quorum October, 2020

ESSENTIAL BUSINESS SERVICE JANITORIAL SERVICES TO MEET YOUR Common Areas Maintenance

VITAL CLEANING AND SANITIZING NEEDS

R

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

Dishroom Attendants

•P PE SA FE TY

Carpets Floors Poolside Janitorial

Deep Cleaning

PR OT OCO

LS

Move In Move Out Cleaning

Porter Services

INTRODUCING CONCIERGE SERVICES Property Rental Maintenance

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

• Run Water • Start Vehicles • Water Plants

COMMERCIAL/RESIDENTIAL: Service Schedule to Suit Your Needs

760.404.1364 Janitorial@DesertArc.org

CALL TODAY TO SCHEDULE

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

CAI-CV.org

facebook.com/CAICV

@CAI-CV

47

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

Governor signs onerous legislation, AB 3182, which negatively impacts HOAs. Full details at available at www.caiclac.com, or CLICK HERE. CLICK ON EVENTS TO SIGN UP

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

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

CAI’s BOARD LEADERSHIP DEVELOPMENT WORKSHOP & BOARD LEADER CERTIFICATE PROGRAM

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

WHEN: Tuesday – Thursday, November 3-5, 2020 W HERE: Virtual via Zoom

(for all members) (Originally March 27th)

WHEN: FRIDAY, OCTOBER 2, 2020 POSTPONED 5:30 p.m. - 8:00 p.m.

W HERE: Shields Date Garden, Indio CAI-CV’s BOARD MEMBER WORKSHOP (for all members) (Originally March 27th)

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

W HERE: Shields Date Garden, Indio NEW DATE Tuesday, OCTOBER 6, 2020, 5:30 p.m.

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

(for board members)

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’S ANNUAL MEETING & ELECTION WHEN: Tuesday, October 27, 2020, 3:00 p.m.

W HERE: Virtual via Zoom

NOVEMBER (for board members)

CAI-CV’s COVID IN THE VALLEY – “ASK THE ATTORNEY” (for all members)

WHEN: Friday, November 6, 2020, 11:30 A.M. – 1:00 P.M. W HERE: Virtual via Zoom

CAI-CV’s ANNUAL BOWLING TOURNAMENT

LEGISLATIVE UPDATE (for all members) WHEN: Friday, November 20, 2020, 11:30 AM – 1:00 PM NEW DATE GUEST SPEAKER: CLAC Lobbyist, Louie A. Brown, Jr., Esq.,

Kahn, Soares & Conway, LLP W HERE: Virtual via Zoom

(Pending Governor’s Action, possible new date)

DECEMBER

CAI-CV’s SPOOKTOBERFEST (for all members) WHEN: FRIDAY, October 30th, 2020, 5:30 p.m. POSTPONED W HERE: Sunshine Landscape, Thousand Palms (for all members) WHEN: FRIDAY, October 9, 2020, 5:30 p.m. POSTPONED W HERE: Palm Springs Lanes, Cathedral City

CAI-CV’s ANNUAL SPRING HOLIDAY GOLF TOURNAMENT

CAI-CV’S MANAGER ON THE RUN (MOTR)

(for all members) (Moved from June 5th)

(for managers)

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

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

W HERE: Virtual via Zoom

Due to the COVID-19 crisis, dates, times and venues may change.

Please watch for email updates or visit CAI-CV.ORG. You may also call the CAI-CV office at 760-341-0559 for calendar updates.

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

PLATINUM________

GOLD____________________________________________________

SILVER____________

BRONZE________________________________________________

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

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

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

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

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

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

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

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