Quorum May 2021 by CAI-Coachella Valley Chapter

MAY 2021

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MAY 2021

Hidden Palms

Homeowners Association FEATURES 9 13 24 28 30 31 35

Printed Quorums Now Available - See Page 4

43 48

Covid-19 Vaccines Blueprint for a Safer Economy Interviews with Past CAI-CV Presidents HOA Amenities - Quorum Interview with Dennis Elam, CMCA, CCAM Golf Rising from COVID'S Ashes in its Strongest Position in a Generation. CAI-CV Recognizes Palm Valley HOA as a Medallion Community Desert Arc's New State-of-the-Art Sanitizing Misters at Your Service Thank You Chapter Angels CAI-CV Membership Drive

MAKING [COMMUNITY]

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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

Quorum May, 2021

ADVANCED RESERVE SOLUTIONS, INC. ROXI K. BARDWELL, PCAM, CCM Regional Vice President 7 7 - 5 64 B Country Club Drive, Suite 3 1 0 Palm Desert, CA 9 2 2 1 1

C 510.693.1620 • O 760.295.1864

ADVANCED RESERVE SOLUTIONS, INC. Ph. (760) 341-7770 • (760) 771-1656 • (760) 323-4669 ROXI K. BARDWELL , PCAM, CCM Fax (760) 341-2290 • www.powerfulpestmanagement.com Email - powerfulpest@dc.rr.com Regional Vice President

FAST COURTEOUS SERVICE 77-5 6 4 B C o u n t rPROFESSIONAL y C l u b Drive, Suite 310 Palm Desert, CA 9 2WHAT 2 1 1 HIT’EM YOUR PEST WON’T KNOW C 510.693.1620 • O 760.295.1864

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

C 510.693.1620 • O 760.295.1864

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

C 510.693.1620 • O 760.295.1864 CAI-CV.org

facebook.com/CAICV

@CAI-CV

ADVERTISERS

ASPHALT AMS PAVING................................................................50 ASPHALT MD'S..............................................................4

ATTORNEYS FIORE RACOBS & POWERS, A PLC..............................47

BANKING CIT.................................................................................6

CONSTRUCTION EMPIREWORKS RECONSTRUCTION.............................47

CONSTRUCTION CONSULTING C.L. SIGLER & ASSOCIATES INC..................................17

DESIGN BISSELL DESIGN STUDIOS, INC...................................50

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

LAKE MAINTENANCE DWI CERTIFIED LAKE MANAGER...................................3

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CONSERVE LANDCARE..................................................3 DESERT ARC................................................................38 PRO LANDSCAPING, INC..............................................25

MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT...................2 J&W MANAGEMENT....................................................18

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

POOLS GARDNER OUTDOOR AND POOL REMODELING...........51

RESERVES FEATURES 9 COVID-19 Vaccines FEATU RES 10 From the “Twits” to the “Eagles” THE CAI-CV SOFTBALL TEAM 9 COVID-1 13 CAI-CV Past Presidents’ Memories 9 Vaccines From 18 CAI-CV Presidents10 From 1981 to“Twits” 2021 the to the CAI-CV From 1992 to 2021 “Eagles” THE CAI-CV FEATU RES20 Chapter Directory13Covers Past Presiden SOFTBALL 18 CAI-CV LL TEAM ts’ Memories TEAM 21 Quorum Magazine Covers From 1983 ts to 2021 Presiden SOFTBA From 1981 20 THE CAI-CV to 2021 COVID-19 Vaccines “Eagles” 9 Director 23to the A Look Back in Time – Chapter Celebrating CAI-CV’s y Covers From 21 Quorum the “Twits” es From 1992 to 2021 40th Anniversary with Wayne Guralnick, Esq. 10 Magazine Covers ts’ Memori Past Presiden From 2021 23 A Look Back and Palm Desert Councilman Sabby 1981 to 13 CAI-CV From in Jonathan, CPA 1983 to 2021 to 2021 Presidents 40th Annivers Time – Celebrating CAI-CV’ 1992 the 18 CAI-CV 24y Covers PhotosFrom Through Years ary s and Palm Desert with Wayne Guralnic Director 1983 to 2021 k, Esq. 20 Chapter 40 What aFrom Difference Years Makes Councilman s 24 40Photos Magazine Covers Sabby Jonatha ting CAI-CV’ Through the 21 Quorum Celebra n, – CPA 54 When Sponsors Become Angels Years Esq. 40 k, What in Time

CAI-CV Turns 40

Guralnic Difference A Look Back n,aCPA 40 Years Makes ary with Wayne Sabby54 Jonatha When Sponsor 40th Annivers Councilman s Become Angels and Palm Desert Years Through the 24 Photos 40 Years Makes a Difference Angels 40 What Sponsors Become 54 When

40 10, 2021! onns March CAI-CV Tur 2021! CAI-CV Tur on March 10, on March 10,ns 40 2021!

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Quorum May, March, 2021 2021

LANDSCAPING

CLICK HERE (760) 341-0559

if you have questions or suggestions.

ADVANCED RESERVE SOLUTIONS, INC.........................3

ROOFING BRS ROOFING INC.......................................................39

SECURITY PATROL MASTERS.......................................................25

TAX AND AUDITING SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC.........25

CONTENTS

2021 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

HOA Legal Services

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

Bissell Design Studios, Inc.

MARILYN RAMOS, CO-CHAIR Guralnick & Gilliland, LLP

STEVEN SHUEY, PCAM BOARD LIAISON

Personalized Property Management

KIMBERLY BURNETT

CAI-CV

EDUCATED BUSINESS PARTNER

DSI Security Services

DIANE CARMONY

Coachella Valley Water District

SIERRA CARR, CMCA

Associa Desert Resort Management

GRISELDA CORONA F.C. Landscape

MEAGHAN GAFFNEY-HOWE The Gaffney Group, Inc.

JAY JARVIS, CMCA, CCAM, AMS HOA Office, Inc.

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

BRUCE LATTA, CMCA Parc La Quinta HOA

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

GRACE PALUCK, CMCA

The Management Trust Desert Division

MIKE REY

CAI-CV

EDUCATED BUSINESS PARTNER

Rey Insurance Services A FARMERS® Insurance Agency

CHRIS SIGLER, B.S.C.E, CDT C.L. Sigler & Associates, Inc.

HOLLY SMITH, CMCA, AMS, PCAM Associa Desert Resort Management CAI-CV

EDUCATED BUSINESS PARTNER

GEN WANGLER, ESQ.

FEATURES 9 10

Covid-19 Vaccines Hidden Palms Homeowners Association By Marilyn Ramos

Blueprint for a Safer Economy By California Department of Public Health

24 Interviews with Past CAI-CV Presidents Rob Winkle (Roof Asset Management) Christina Baine DeJardin (Delphi Law Group, LLP) Mike Livingston (Association Management Partners of the Desert, LLC) By Gloria Kirkwood, PCAM

28 HOA Amenities - Quorum Interview with Dennis Elam, CMCA, CCAM By Quorum Committee

30 Golf Rising from COVID'S Ashes in its Strongest Position in a Generation. By Craig Kessler

31 CAI-CV Recognizes Palm Valley HOA as a Medallion Community By CAI-CV

35 Desert Arc's New State-of-the-Art Sanitizing Misters at Your Service By Kathrene Wales

CREATIVE DIRECTOR & GRAPHIC DESIGNER

43 Thank You Chapter Angels 48 CAI-CV Membership Drive

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

EVENTS

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

The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee. Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press. Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, (760) 345-0559.

Sponsored by Prendiville Insurance Agency

18 CAI-CV Going Live in October – New Fall Dates 20 40th Anniversary Celebration & Wine Tasting 21 CAI Board Leader Certificate Friday, November 5, 2021

23 CAI-CV Educational Lunch Program & Virtual Mini Trade Show Friday, May 14, 2021 Via Zoom

34 CAI-CV Membership Shredding Event with Desert Arc Wednesday, August 25, 2021

52 Upcoming Events CAI-CV.org

facebook.com/CAICV

@CAI-CV

Brought to you by Gardner Outdoor and Pool Remodeling 801 Gable Way El Cajon, CA 92020 | gardnerremodel.com

Do you need a little deliciousness in your life? The Quorum Committee is collecting recipes for upcoming issues. Send your favorites to RECIPES at ADMIN@CAI-CV.ORG.

CAI-CV

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners Julie R. Balbini, Esq., Fiore Racobs & Powers, A PLC 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., HOA Legal Services 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. Gen Wangler, ESQ., CCAL Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, CIT

Become an Educated Business Partner Call the CAI-CV office or go to www.cai-cv.org for more information. 6

Quorum May, 2021

CONTENTS

2021 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

CAI-CV

EDUCATED BUSINESS PARTNER

MATT LAWTON, CIC, CIRMS PRESIDENT Prendiville Insurance Agency

CLINT ATHERTON, PCAM PRESIDENT-ELECT Sun City Palm Desert

MIKE TRAIDMAN PAST PRESIDENT

Mira Vista at Mission Hills HOA

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. SECRETARY

Fiore Racobs & Powers, A PLC

STEVEN SHUEY, PCAM TREASURER

Personalized Property Management CAI-CV

EDUCATED BUSINESS PARTNER

MICHA BALLESTEROS DIRECTOR

Cartwright Termite & Pest Control, Inc.

DAN FARRAR, CMCA, AMS DIRECTOR FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

LONI PETERSON, PCAM DIRECTOR

Associa Desert Resort Management

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA CAI-CV

EDUCATED BUSINESS PARTNER

MARGARET "GEN" WANGLER, ESQ. DIRECTOR 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.

DEPARTMENTS

CHAPTER NEWS

LANDSCAPING

4 List of Advertisers

19 Preserving the Life and Longevity of Trees in Our Valley

4 Printed Quorums Now Available

By Warren Miller and Carissa Sheen

6 Educated Business Partners 8 President’s Message

BOARD MEMBER WORKSHOP

9 New & Renewing Members

22 Reserve Planning Fundamentals By Mallory Paproth and Michelle Lopez, CMCA, AMS

21 Time Honored Member Keith Lavery, CMCA, PCAM, CCAM By Grace Paluck, CamEx, CCAM

27 Meet the Committee Chairs Public Relations and Communications Committee

POOLS 23 Ask the Pool Guy By Mark Feldstein

WATER WISE 26 Water Conservation Tools for HOAs By Desert Water Agency

49 CVWD Awarded $2.9 Million Federal Grant for Flood Control

By Jay Jarvis, CMCA, CCAM

27 Have You Heard? By Holly Smith, CMCA, AMS, PCAM

32 CAI Professional Manager Designations By Rhonda Drews, PCAM

By CVWD

39 Welcome Aboard The Swimming Swan, LLC

MAINTENANCE & RECONSTRUCTION

By Jennifer James, Esq.

36 Architectural Shade Structures for HOAs

39 Like CAI-CV on Facebook & Instagram

By Rick Reinmuth

WHAT MANAGERS NEED TO KNOW 40 Developing Your Facilities Risk Management Plan By Holly Smith, CMCA, AMS

HOA LAW 44 Drafting Effective Vendor and Construction Contracts By Wayne S. Guralnick, Esq.

CHARITY

42 Titanium Sponsor Spotlight Western Pacific Roofing Corporation 47 CAI-CV Launches New Career Center By CAI-CV’s Professional Managers Committee

51 Join CAI-CV’s & DCHC’s Local Board Member Online Discussion 52 Corporate Sponsors

38 Desert Arc Essential Business Service

CAI-CV.org

facebook.com/CAICV

@CAI-CV

FROM THE CHAPTER

President’s Message Matthew Lawton, EBP, CIC, CIRMS Prendiville Insurance Agency Farmers Insurance Group

hile things are not back to normal, there are clear signs that the pandemic is ending. With that hope, we have started to experiment with informal outdoor gatherings. Our first was hosted for managers by CAICV’s Professional Managers Committee on April 29th at Wildest Restaurant & Bar in Palm Desert. Our thanks to the sponsors who immediately responded with their generosity, Asphalt MD's, Farley Interlocking Paving, Powerful Pest Management, Prendiville Insurance Agency, and Sherwin-Williams Paint Company. A special thanks to Wildest owner, Charissa Farley, (Farley Interlocking Pavingstones) who went beyond our “wildest” expectations to provide a safe and enjoyable evening. Thanks too to the Professional Managers Committee, especially Chair Lori Albert, CMCA (Albert Management), Co-Chair Rhonda Drews, PCAM (RealManage) and Monica Alvarado (Powerstone Property Management), for their diligent work to make this event a success. Proceeds from the event will go to CAI-CV’s Carol A. Fulton Scholarship Fund that provides financial assistance to managers taking CAI’s professional development courses. As a reminder, our major fundraising and networking events begin in October. These include the Annual Bowling Tournament on October 1st, Oktoberfest (Spooktoberfest) on October 29th, our 40th Anniversary Wine Tasting on November 12th and our annual Golf Tournament on December 10th. We will also begin in-person Educational Lunch Programs & Mini Trade Shows at Palm Valley Country Club on October

Quorum May, 2021

22nd with CAI-CV’s Annual Legislative Update. See page 18 for more details. Our new online Career Center is up and running and management companies are adding open jobs. Members are using the search features to see what’s available. You may access the site by clicking HERE (cai-cv.careerwebsite. com/) or by going to the CAI-CV website at www. cai-cv.org, and clicking on the Resources tab, and then Career Center. More information is available on page 47. Our membership drive is in full-gear and we already have 50 new members since launching the drive last month. Prendiville Insurance is proud to be the title sponsor of the membership drive again this year. At the end of the year, CAI-CV will give away a $1,000 travel voucher to the person who signs up the most new members. Additionally, each month, we will hold a random drawing of all the recruiters, and the winner will receive a $50 gift card, and a $25 gift card will go to their new member. Recruiters will also be entered into the CAI National monthly drawing for a $100 or $200 cash award and become eligible to win CAI’s coveted Recruiter of the Year Award that will be presented at the CAI National Conference. You can read more about this program on page 48. It looks like we will have a good-sized group of CAI-CV members attending CAI’s National Conference & Exposition “Community Now” on August 18th21st in Las Vegas. You can register by clicking HERE: (https://www.caionline. org/Events/2021Conference/Pages/ Registration.aspx). If you plan to attend, please let the CAI-CV office know. Many of us will drive but Southwest

announced flights between Las Vegas and Palm Springs starting this month. Make sure to book your room soon. On April 28th, we held a press event and ceremony to announce our first Medallion Community, Palm Valley Homeowners Association. Congratulations Palm Valley! Thanks to Jay Jarvis, CMCA, AMS (HOA Office), Chair of the CAI-CV PR and Communications Committee, and Gloria Kirkwood, GM of Palm Valley HOA (Associa Desert Resort Management) for their help planning this event. Please see photos on page 31. You can learn more about the Medallion program by clicking HERE: (https://cdn.ymaws.com/ www.cai-cv.org/resource/resmgr/2021/ caicvmedallion2021_webform2.pdf). Please join me in thanking our Chapter Angels. Many companies who donated all or some of their unused 2020 sponsorship dollars to the Chapter’s COVID relief fund are listed on page 43 as Chapter Angels. Please reach out to these companies when you need their services and thank them for their generosity. CAI-CV’s Programs Committee completed another outstanding program on Friday, April 9th. Thanks to our guest speakers, Ron Winkle (Roof Asset Management, Inc.), Mike Araiza (NPG Asphalt), and Richard Riley (Focused Inspection Group) who provided an informative session about balconies, roofs and paving. On April 2nd, we held a Manager on the Run for managers and assistant managers about parking and towing. Our guest speakers, Kevin Hacksworth (Southwest Security) and Julie Balbini, Esq. (Fiore

CAI-CV NEW & RENEWING MEMBERS NEW BUSINESS PARTNER

Racobs & Powers, A PLC), provided an excellent program. Our April 13th Board Member Workshop on reserve fundamentals was a huge success. Thanks to guest speakers Mallory Paproth (SCT Reserves Consultants) and Michelle Lopez, CMCA, AMS (Powerstone Property Management) who covered the fundamentals of reserve planning. You can see the highlights of their class on page 22. On Tuesday, May 11th at 9:00 a.m., we will hold our next Board Member Workshop on the topic of Emergency Preparedness. This is an important topic for Coachella Valley boards, and I hope all our homeowner leaders will attend. Our next Educational Program & Mini Trade Show will take place on Friday May 14th and will be free on Zoom. The session will cover landscape fundamentals with guest speakers Carlos Contreras and Richard Calquhoun (Sunshine Landscape) and Andy Belingheri (Jain Irrigation). You may sign up for any CAI-CV events online at www.cai-cv.org. Now that we have definite dates for our large events, please consider joining one of the event committees. You may join any CAI-CV committee by clicking HERE (https://cdn.ymaws.com/www.cai-cv.org/ resource/resmgr/2021/volunteer_form. pdf) for the committee volunteer form. We are hopeful that we will be seeing all of you in person soon!

ACCURATE TERMITE & PEST CONTROL Isaac Camacho (949) 837-6483 isaac@accuratetermitecontrol.com LOCKS AROUND THE CLOCK Sean Cahill (760) 625-7184 locksaroundtheclock@verizon.net

RENEWING BUSINESS PARTNERS GARDNER OUTDOOR AND POOL REMODELING Mark Feldstein (714) 630-6300 markf@gardnerremodel.com KASDAN TURNER THOMSON BOOTH LLP Ritchie Lipson (949) 906-9220 rlipson@kasdancdlaw.com MCKENZIE RHODY, LLP Daniel Ryan (415) 637-4859 dryan@mrcdlaw.com SUPERIOR ROOFING Joe Barber (626) 806-0420 jbarber@superiorrw.com Brandon Ewart (800) 761-6272 bjewart@cox.net THE NAUMANN LAW FIRM Elaine Gower (858) 792-7474 elaine@naumannlegal.com

RENEWING MANAGEMENT COMPANY MEMBERSHIP ACTION PROPERTY MANAGEMENT, INC. Marianne Simek (949) 450-0202 msimek@actionlife.com

RENEWING MANAGER MEMBERSHIPS

Certified Insurance Counselor (CIC) Community Insurance and Risk Management Specialist (CIRMS) CAI Educated Business Partner (EBP) Prendiville Insurance Agency Farmers Insurance Group Cell 760-774-2099 Email Matt@PrendivilleAgency.com

COVID-19 VACCINES

ALBERT MANAGEMENT CORPORATION David Scott (760) 774-0071 davescott@att.net ASSOCIA DESERT RESORT MANAGEMENT Kristin Berryhill-Hood (760) 346-1161 kberryhillhood@drminternet.com

Jerald Cavoretto (760) 275-4285 jcavoretto@gmail.com Maria Enriquez (760) 346-1161 cenriquez@drminternet.com Samuel Rodriguez (760) 346-1161 srodriguez@drminternet.com OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATION Kristine Aguilar (760) 328-3834 Ext. 243 kaguilar@orps.com PALM DESERT GREENS ASSOCIATION Sara Fenimore (760) 346-8005 sfenimore@pdgcc.org PERSONALIZED PROPERTY MANAGEMENT CO. Steven Shuey (760) 250-1821 IslandMgr@aol.com THE MANAGEMENT TRUST, DESERT DIVISION Ellen Woolard (760) 776-5100 solstice46@earthlink.net

NEW VOLUNTEER LEADERS BANNING ESTATES HOMEOWNERS ASSOCIATION Timothy Antista DESERT PRINCESS HOMEOWNERS ASSOCIATION Robert Mangold Toshie Sweeney PGA WEST II RESIDENTIAL ASSOCIATION Terri Langhans Ryan Smith Nesa Targhibi SMALL MOUNTAIN HOMEOWNERS ASSOCIATION Abelardo Bourbois Karla Dally Elaine Freeman James Hytner Noah Kelly Wade King Dominic Lewis Christian Mesey Dana Sampson SUN CITY SHADOW HILLS Johnny Goodrum John MacDonnell Moira MacLeod-Foster Carey Thompson

RENEWING VOLUNTEER LEADERS Louise Stettler Susan Wells

BANNING ESTATES HOMEOWNERS ASSOCIATION Dana Champ Kathleen Dale Linda Ellis John Fitch Kathleen Murphy Thomas Wilkie DESERT BRAEMAR, INC. Jeff Bordalampe Jim Emery Bonnie Muench Phil Seabrook Garth Steeves DESERT PRINCESS HOMEOWNERS ASSOCIATION Bill Bergstrom Russ Holowachuk Hal KatKov Henry Kras Norm Stoehr Terri Swartz Peter Webb INDIAN RIDGE HOMEOWNERS ASSOCIATION Ron Anderson George Bers Judith Friedman Steve Heiferman Dianne Knapp James Loeb Doug Lundal Joel Mark Dan Newell Michael Sacks Sharon Severson Jim Stubbs MOUNTAIN VIEW VILLAS HOMEOWNERS ASSOCIATION Greg Adkisson Samantha Dewing Mary Hanson SMALL MOUNTAIN HOMEOWNERS ASSOCIATION Kent Barnes Libby Bergen Elaine Childs Harley Garr Lew Goldklang Walter Hartman SUN CITY SHADOW HILLS Fera Mostow

ARE YOU ELIGIBLE TO BE VACCINATED? https://covid19.ca.gov/vaccines/

DID YOU KNOW YOU CAN GET NOTIFIED WHEN IT’S YOUR TURN? https://myturn.ca.gov/ CAI-CV.org

facebook.com/CAICV

@CAI-CV

FEATURE

Hidden Palms

Homeowners Association By Marilyn Ramos

Quorum May, 2021

idden Palms Homeowners Association was completed in 1980 and has 211 residential units located in Palm Desert on the corner of Deep Canyon Road and Fred Waring Drive. Its location was originally a date farm and some of the original date palm trees still exist within the community. Its central location offers close proximity to dining and shopping on El Paseo, and musicals, concerts and plays at the McCallum Theatre, and it's minutes away from the Tennis Gardens at Indian Wells. The very popular Cactus Jack’s Bar and Grill is also within walking distance. Hidden Palms’ board president, Carla Kirk, told us she once overheard a resident say they bought inside Hidden Palms because they could walk home from Cactus Jack’s! Also within walking distance is Sacred Heart Catholic Church, Palm Desert High School and the Albertson’s shopping center. An old 1980s ad for Hidden Palms (by developer Interstate Properties, Inc.) described it as a lush, oasis-like environment with a small lake. That still holds true today but with some environmentally friendly upgrades. The majority of the residences are situated in intimate circular clusters of 9 to 17 units with green paths and meandering walkways. The bungalow style homes range from 1,345 square feet to 1,728 square feet. The floor plans range from 2-bedroom, 2-bath, to 3-bedroom, 2-bath plus den. All of the units have garages. The homes are unique in that some are attached while others are unattached. Many of the homes have beautiful large courtyards, oversized patios and wrap-around patios. There are ample outdoor areas for relaxing and entertaining. The low walls provide for a more intimate sense of community and allow for unobstructed views of the greenery throughout the subdivision. The price range for the homes starts at a very reasonable $300,000 and goes up to $475,00. The monthly HOA assessments are $445.00. Hidden Palms is so popular that at the time of this writing, there are currently no homes for sale. The amenities include lighted tennis courts (and pickleball courts) by the lake, a BBQ area and four swimming pool and spa areas situated throughout the community. It is also a gated community with personnel at CAI-CV.org

facebook.com/CAICV

@CAI-CV

the guardhouse. The HOA dues include waste disposal as well as cable TV and internet. Despite its original oasis-like environment, the HOA is aware of the importance of water conservation. The exterior of the community walls once had lush green lawns surrounding the entire subdivision but in the last ten years, all of it has been converted to desert landscape. As to the interior of the community, the HOA is also working to convert lawn to desert landscape as their budget allows. Board President, Carla Kirk, said, “The community is so friendly that many residents say the HP not only stands for Hidden Palms but for Happy Place!” She believes that the caring residents, who are protective of the community and its future, are who make Hidden Palms a special place to live. She also shared that Telly Savalas (“Who loves you, baby?”) and Christopher Plummer (the incomparable actor who just passed away in February) were once residents of Hidden Palms. Hidden Palms has a five-member board as well as a Security Committee, Landscape Committee, and Architectural Committee. They are managed by The Management Trust and their manager is Jamie Hansen, Senior Community Association Manager. The Association is proud to partner up with CAI-CV Business Partners including Pro Landscape, Horizon Lighting, The Management Trust, Management Trust Maintenance, and Securitas. If you would like more information about Hidden Palms, feel free to contact the Board President, Carla Kirk, at ckhiddenpalms@gmail.com or 925/570-5450. Jamie Hansen is a Senior Community Association Manager at The Management Trust. She can be reached at (760) 776-5100 x6314 or by email to Jamie. Hansen@managementtrust.com. Marilyn Ramos is a Paralegal for Guralnick & Gilliland, LLP. She can be reached at (760) 340-1515 or by email at MarilynR@gghoalaw.com. 12

Quorum May, 2021

FEATURE

Blueprint for a Safer Economy Activity and Business Tiers By California Department of Public Health THIS CHART WILL HELP CAI-CV HOA MEMBERS, BUSINESS PARTNERS, AND MANAGEMENT COMPANIES NAVIGATE REOPENING AS THE CALIFORNIA CONTINUES TO RECOVER FROM THE PANDEMIC.

Sectors

Tier 1 Widespread

Tier 2 Substantial

Tier 3 Moderate

Tier 4 Minimal

Case Rate >10

Case Rate 6-10

Case Rate 2-5.9

Case Rate <2

Post 4 million doses administered in first Healthy Places Index quartile Critical Infrastructure

Open with modifications

Gatherings * • Social, informal gatherings • No defined guest list required • No testing or vaccination required

Outdoor only • Max 3 households

Outdoor • Max 25 people Indoor • Indoor gatherings strongly discouraged, allowed with modifications (no food/drink except when following the standards in the guidance) • Max 25% capacity in settings where capacity limits exist and up to 3 households or 10 people

Outdoor • Max 50 people Indoor • Indoor gatherings strongly discouraged, allowed with modifications (no food/drink except when following the standards in the guidance) • Max 25% capacity in settings where capacity limits exists or 25 people or whichever is fewer

Outdoor • Max 100 people Indoor • Indoor gatherings strongly discouraged, allowed with modifications (no food/drink except when following the standards in the guidance) • Max 50% capacity in settings where capacity limits exists or 50 people or whichever is fewer

Private Events **

Outdoor only • Maximum 25 people • If all guests are tested or show proof of full vaccination: Max 100

Outdoor • Maximum 50 people • If all guests are tested or show proof of full vaccination: Max 200

Outdoor • Maximum 100 people • If all guests are tested or show proof of full vaccination: Max 300

Outdoor • Maximum 200 people • If all guests are tested or show proof of full vaccination: Max 400

Indoor • If all guests are tested or show proof of full vaccination: Max 100 people

Indoor • If all guests are tested or show proof of full vaccination: Max 150 people

Indoor • If all guests are tested or show proof of full vaccination: Max 200 people

All Venues: • In-state visitors only,check for current CDPH Travel Advisory in effect • Weekly worker testing program • All tickets delivered digital, advanced purchase only • Pre-designated eating area (no eating/drinking allowed in seats) – 6 feet of distance. • Suites 25% capacity, max three households

All Venues: • In-state visitors only, check for current CDPH Travel Advisory in effect • Weekly worker testing program • All tickets delivered digital, advanced purchase only • Pre-designated eating area (no eating/drinking allowed in seats) – 6 feet of distance. • Suites 25% capacity, max three households.

Venues: 0-1,500 • Maximum 10% or 100 people • 25% if all guests are tested or show proof of full vaccination Venues: 1,501 and above • 20% if all guests are tested or show proof of full vaccination

Venues: 0-1,500 • Maximum 15% or 200 people • 35% if all guests are tested or show proof of full vaccination Venues: 1,501 and above • 10% capacity or 2000, whatever is fewer; with modifications, and no eating/drinking • 35% if all guests are tested or show proof of full vaccination

Venues: 0-1,500 • Maximum 25% or 300 people • 50% if all guests are tested or show proof of full vaccination Venues: 1,501 and above • 10% capacity or 2000, whatever is fewer; with modifications, and no eating/drinking • 50% if all guests are tested or show proof of full vaccination

(meetings/receptions/ conferences) Required mitigation measures: • Purchased tickets or defined guest list • Seating chart/ Assigned seating • Testing and vaccination can increase capacity • No intermingling of multiple private events Indoor Seated Live Events and Performances **

Closed

CAI-CV.org

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FEATURE Sectors

Tier 1 Widespread

Tier 2 Substantial

Tier 3 Moderate

Tier 4 Minimal

Case Rate >10

Case Rate 6-10

Case Rate 2-5.9

Case Rate <2

Post 4 million doses administered in first Healthy Places Index quartile Limited Services

Open with modifications

Outdoor Playgrounds & Outdoor Recreational Facilities

Open with modifications

Hair Salons & Barbershops

Open indoors with modifications

All Retail (including critical infrastructure, excep

Open indoors with modifications • Max 25% capacity

Open indoors with modifications • Max 50% capacity

Open indoors with modifications

Shopping Centers (Malls, Destination Centers, Swap Meets)

Open indoors with modifications • Max 25% capacity • Closed common areas • Closed food courts

Open indoors with modifications • Max 50% capacity • Closed common areas • Reduced capacity food courts (see restaurants)

Open indoors with modifications • Closed common areas • Reduced capacity food courts (see restaurants)

Open indoors with modifications • Reduced capacity food courts (see restaurants)

Personal Care Services

Open indoors with modifications

Museums, Zoos, and Aquariums

Open indoors with modifications

Open indoors with modifications • Indoor activities max 25% capacity

Open indoors with modifications • Indoor activities max 50% capacity

Open indoors with modifications

Places of Worship^

• Outdoor encouraged

Open indoors with modifications • Max 25% capacity

Open indoors with modifications • Max 50% capacity

• Indoor strongly discouraged, allowed with modifications • Max 25% capacity

Movie Theaters

Outdoor only with modifications

Outdoor only with modifications • Max 25% capacity or 100 people, whichever is fewer

Outdoor only with modifications • Max 50% capacity or 200 people, whichever is fewer

Outdoor only with modifications • Max 50% capacity

Hotels and Lodging

Open with modifications

Open with modifications • +Fitness centers (+10%)

Open with modifications • +Fitness centers (+25%) • +Indoor pools

Open with modifications • +Fitness Centers (50%) • +Spa facilities etc.

Gyms and Fitness Centers

Open with modifications

Open indoors with modifications • Max 10% capacity • +Climbing walls

Open indoors with modifications • Max 25% capacity • +Indoor pools

Open indoors with modifications • Max 50% capacity • +Saunas • +Steam rooms

Restaurants

Outdoor only with modifications

Open indoors with modifications • Max 25% capacity or 100 people, whichever is fewer

Open indoors with modifications • Max 50% capacity or 200 people, whichever is fewer

Open indoors with modifications • Max 50% capacity

Wineries, Breweries and Distilleries

Outdoor only with modifications • Reservations • 90-minute time limit • Seating/tables only • Limited hours (service for on-site consumption closed by 8 pm)

Open indoors with modifications • Max 25% capacity indoors, or 100 people, whichever is fewer

Open indoors with modifications • Max 50% capacity or 200 people indoors, whichever is fewer

Bars (where no meal provided; follow restaurant guidance where meal is provided)

Closed

Open outdoors with modifications

Open indoors with modifications • Max 25% capacity indoors, or 100 people, whichever is fewer

Quorum May, 2021

FEATURE Sectors

Tier 1 Widespread

Tier 2 Substantial

Tier 3 Moderate

Tier 4 Minimal

Case Rate >10

Case Rate 6-10

Case Rate 2-5.9

Case Rate <2

Post 4 million doses administered in first Healthy Places Index quartile Family Entertainment Centers ***

Outdoor only with modifications

Indoor • Max 25% capacity • 50% if all guests are tested or show proof of full vaccination

Indoor • Max 50% capacity • 75% if all guests are tested or show proof of full vaccination

With modifications • 100% masking except for food and beverage service • Food/beverage consumption must be restricted to designated areas separated from activity area • Service of alcohol without meals must follow bar guidance (outdoor only)

With modifications • 100% masking except for food and beverage service • Food/beverage consumption must be restricted to designated areas separated from activity area

Cardrooms, Satellite Wagering

Outdoor only with modifications

Outdoor only with modifications • Max 25% capacity

Outdoor only with modifications • Max 50% capacity

Offices

Remote

Open indoors with modifactions • Encourage telework

Outdoor Live Events with Assigned Seats and Controlled Mixing (e.g., sports and live performances)

• 100 people or fewer • Regional visitors (120 miles) • Advanced reservations only • Outdoor food and drink concessions only

• Max 20%, includes suites with 25% occupancy per suite and suites no more than 3 households • Weekly worker testing program • In-state visitors only, check for current CDPH Travel Advisory in effect • Advanced reservations only • Outdoor food and drink concessions only

• Max 33%, includes suites with 25% occupancy per suite • Weekly worker testing program • In-state visitors only, check for current CDPH Travel Advisory in effect • Indoor concessions in designated areas • Max 67% if all guests are tested or show proof of full vaccination

• Max 67%, includes suites with 25% occupancy per suite • In-state visitors only, check for current CDPH Travel Advisory in effect • Indoor concessions in designated areas

Amusement Parks/Fairs ****

Closed

• Max 15% • Small Groups - Max 10 people or 3 household groups with no intergroup mixing • Indoor capacity max 15% with time restrictions • No indoor dining • Weekly worker testing program • In-state visitors only, check for current CDPH Travel Advisory in effect • Online ticket purchases only

• Max 25% • Indoor capacity max 25% with time restrictions • Weekly worker testing program • With other modifications • In-state visitors only, check for current CDPH Travel Advisory in effect

• Max 35% • Indoor capacity max 25% with time restrictions • Weekly worker testing program • With other modifications • In-state visitors only, check for current CDPH Travel Advisory in effect

Overnight Sleepaway Camps *****

Closed

Effective June 1, 2021: Open with modifications

UPDATED ON APRIL 12, 2021: ^Location and capacity limits on places of worship are not mandatory but are strongly recommended UPDATED ON APRIL 2, 2021: *Updated Gatherings effective April 15, 2021 **Added private events and indoor seated live events and performances effective April 15, 2021 ***Updated Family Entertainment Centers ****Added Fairs to Amusement Parks UPDATED ON MARCH 11, 2021: *****Regardless of trigger being met, these activities (overnight sleepaway camps) cannot begin any sooner than June 1, 2021. CAI-CV.org

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FEATURE Addendum to Blueprint Activity & Business Tiers Chart – Tested and Fully Vaccinated Individuals and Sections FULLY VACCINATED VISITORS AND SPECTATORS • Fully vaccinated persons from out of state may visit or attend activities or events that are restricted to in-state visitors. Fully vaccinated persons should consult the current CDPH Travel Advisory and adhere to any applicable recommendations. FULLY VACCINATED WORKERS • Where capacity limits exist, fully vaccinated workers do not count toward any occupancy capacity limit. VENUES WITH FULL TESTING/VACCINATION – CAPACITY BONUS • Venues that have fully vaccinated or tested negative attendees only may increase their capacity as follows, unless a different capacity limit is specified for that sector in the grid. Venues may not use the capacity bonus below if any section of the venue includes attendees that do not show proof of negative test or show proof of full vaccination. VACCINATED-ONLY SECTIONS – DISTANCING AND OTHER REQUIREMENTS • Fully Vaccinated-only sections must be separate, distinct, and clearly marked from any other section of the venue that is set aside for tested attendees. • Individuals in the Fully Vaccinated-only sections do not have to be physically distanced. Face coverings are required. • Fully Vaccinated-only sections may be seated at full capacity within that section only. Suites may also operate at 100% of suite capacity if all guests show proof of full vaccination. However, capacity for the venue must not exceed the limits established above. • There must be at least 6 feet of distance between the Fully Vaccinated-only sections and any other section in the venue.

Tier 1 Widespread Existing capacity limits apply

Tier 2 Substantial Existing capacity limits apply

Tier 3 Moderate

Tier 4 Minimal

Outdoor:

Existing capacity limits apply

Indoor:

Venues may increase capacity by an additional 50%, up to a maximum of 50% of total venue capacity.

Venues may increase capacity by an additional 50%, up to a maximum of 75% of total venue.

Quorum May, 2021

TESTING AND VACCINATON STATUS – DEFINITIONS AND VERIFICATION 1. Tested-only section: a. Definition: Attendees who have tested negative and seated in a section with other attendees who have tested negative. Testing must be conducted within 72 hours before event start time, if using PCR. Antigen tests are acceptable and must be conducted within 24 hours of start of the event. Results of the test must be available prior to entry into the event or venue. b. Verification: The following are acceptable as proof of a negative COVID-19 test result: printed document (from the test provider or laboratory) OR an email or text message displayed on a phone or electronic device from the test provider or laboratory. The information provided should include name of person tested, type of test performed, and date of negative test result (for PCR, date of negative result must be within prior 72 hours; for antigen, date of negative result must be within prior 24 hours). 2. Vaccinated-only section: a. Definition: Fully vaccinated attendees seated in a section with other fully vaccinated attendees. People are considered fully vaccinated for COVID-19 at ≥2 weeks after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or ≥2 weeks after they have received a single-dose vaccine (Johnson and Johnson [J&J]/Janssen). Children (> 2 years of age) who are not eligible to be vaccinated may sit with their parent, guardian, or sponsor in the Fully Vaccinated- only sections if they are tested. Children younger than 2 do not need to be tested and may also sit with their parent, guardian, or sponsor in the Fully Vaccinated-only section. Children sitting with the parent, guardian or sponsor in a Fully Vaccinated-only section are considered for purposes of social distancing to be fully vaccinated. b. Verification: The following are acceptable as proof of full vaccination: Vaccination card (which includes name of person vaccinated, type of vaccine provided and date last dose administered) OR a photo of a vaccination card as a separate document OR a photo of the attendee’s vaccine card stored on a phone or electronic device OR documentation of vaccination from a healthcare provider.

YOUR LOCAL COACHELLA VALLEY RESOURCE FOR SB 326 INSPECTIONS! HOA CONSTRUCTION CONSULTANTS FOR 20 YEARS! CALL US TO HEAR ABOUT HOW YOUR PROJECTS CAN BE MORE SUCCESSFUL AND PROTECTED! ❑Let us professionally manage your project ❑No Project too small or large ❑We write your scope and Specifications ❑We create & manage budget and schedule, handle communications ❑Provide Quality Control during the work ❑Provide full Construction Administration, including tracking payments and lien releases Visit our website, see our project gallery and watch our informational video: www.siglercm.com Coachella Valley Office: 760-469-3048 * SF Bay Area: 408-922-0262 * inquiry@siglercm.com Call or write for more info on how we can benefit your Association! CAI-CV.org

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We specialize in the management of:

Master Planned Communities Commercial associations Single Family communities Condominium communities Town home or PUD Communities 73-320 El Paseo, Palm Desert, CA 92260

“From our home to yours, let us show you the J&W difference.” 760-568-0349 jandwmgmgt.com

Stephanie Stemen Owner

CAI-CV IS GOING LIVE IN OCTOBER! MARK YOUR CALENDARS - NEW FALL DATES EVENTS

NEW DATE

VENUE

BOWLING TOURNAMENT (JUNE 25TH)

OCTOBER 1, 2021

PALM SPRINGS LANES

OKTOBERFEST (ORIGINAL DATE)

OCTOBER 29, 2021

SUNSHINE LANDSCAPE

40TH ANNIVERSARY & WINE TASTING (APRIL 16)

NOVEMBER 12, 2021

SHIELDS DATE GARDEN

GOLF TOURNAMENT (APRIL 30)

DECEMBER 10, 2021

DESERT PRINCESS

2020 and 2021 AWARDS (MARCH 26TH)

JANUARY 28, 2022

OMNI LAS PALMAS

PROGRAMS

NEW DATE

VENUE

LEGISLATIVE UPDATE IN-PERSON

OCTOBER 22, 2021

PALM VALLEY

NOVEMBER PROGRAM

NOVEMBER 19, 2021

PALM VALLEY

DECEMBER PROGRAM

DECEMBER 17, 2021

PALM VALLEY

Attention Sponsors: Sponsorships will sell out fast. Please contact the CAI-CV office at (760) 341-0559 if you are interested in sponsoring these events. CLICK HERE FOR A COPY OF THE CAI-CV ADVERTISING & SPONSORSHIP PLAN

Quorum May, 2021

LANDSCAPING

Preserving the Life and Longevity of Trees in Our Valley By Warren Miller and Carissa Sheen

rees are not only appreciated for what they can add to our landscape, but additionally for what they do for our physical, emotional, and mental health. In an effort to preserve these natural wonders, proper practice of tree treatment should be utilized. Sterilizing tools used in pruning is necessary and easy. A simple spray application of Lysol disinfectant or a mixture of eight-parts water and one-part bleach will effectively sterilize tools. However, sterilizing at the beginning of a day or weekend’s project of pruning is not sufficient. It is imperative to sterilize pruning tools in between each tree and shrub. In the case of an already diseased tree, sterilization is required in between cuts. Sterilizing is the only way to ensure that diseases are not transferred from tree to tree or limb to limb. The most difficult aspect of pruning is that sick trees may not present visible symptoms for quite some time after their initial disease exposure. This can make the pruning tools an unknown, and at times, unidentifiable transmitter of fatal organic plant-toplant diseases. Pruning is a practice needed for nearly every tree, and usually required by most homeowners associations, and pursued by an abundance of residents independently. Topping and overexposure are two of the most prevalent issues in the Valley, aside from sterilizing tools. Topping takes place due to the misconception that a limb will simply regenerate itself and/or that eliminating it will fulfill the need to minimize the tree without affecting its health. The proper way to prune an overgrown tree is to selectively cut growth that will not detract from the tree’s structural integrity. Additionally, be mindful of

different variations of trees’ specific needs (the percent of a branch it can lose without causing total limb dieback, etc). Keep in mind the trunk and bark exposure of a tree while pruning is equally important. If too much canopy shading that is provided by branches and growth is removed, especially before and during the summer months, overexposure to the sun can occur resulting in sunburn. When a tree becomes sunburnt, possible stress and vulnerability to insects and diseases may follow.

“CERTAIN SITUATIONS DO AND HAVE ARISEN IN WHICH A TREE IS NOT CAPABLE OF BOUNCING BACK FROM ITS AILMENT.”

In the case that a tree has developed a disease or has been overexposed, there are solutions that can yield high results if conditions allow: chemical treatment (sprays, soil treatments, micro injections), shading (wrapping, draping), reconstructive pruning, or even skipping pruning for seasons at a time to allow a tree to regenerate a healthy canopy. A healthy canopy will absorb energy and in time rejuvenate a tree that has been pruned to overexposure. Certain situations do arise in which a tree is not capable of bouncing back from its ailment. At such a time, some elect to let a tree die on its own or have it removed and sometimes replaced. Proper pruning techniques and sterilization of the tools used to prune trees are very important methods of care that require regular practice in order to maintain the health of trees, protect them from overexposure, protect against the transference of diseases, and ultimately allow them to absorb the energies needed to flourish. Warren Miller is an ISA Certified Arborist, Licensed Landscape Contractor, and Certified Irrigation Auditor with Desert Arborist Services specializing in the diagnosis and treatment of desert plant life and has been servicing the Coachella Valley for 28 years. Carissa Sheen is an Arborist Assistant with Desert Arborist Services. You can reach Warren and Carissa at (760) 322-2234 or by email to arbortech_services@yahoo.com . CAI-CV.org

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W I N E TA S T I N G & A U C T I O N Help CAI-CV Celebrate Our 40th Anniversary Friday, November 12, 2021 5:00 p.m. to 8:00 p.m.

Shields Date Garden (In-Person Event) • Champagne Reception • Heavy Hors D'oeuvres • Silent & Live Auctions • 40th Anniversary Gift $45 Members | $65 Nonmembers

REGISTRATION – CLICK HERE SPONSORSHIPS AVAILABLE – CLICK HERE A portion of the proceeds from the 40th Anniversary & Wine Tasting event will go to support the California Legislative Action Committee (CLAC).

Quorum May, 2021

TIME HONORED MEMBER

CAI BOARD LEADER CERTIFICATE NOW Offered online, or in-person at the CAI-CV office on

Friday, November 5, 2021

“I had no idea what I didn't know about the world of HOAs until I went to this training. It was so thorough. I hope all community board members will take this amazing course and read the materials to receive their CAI certificate and recognition.” – Lisa J. Olson, Mountain Villas HOA 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: 1) 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 (offered at CAI-CV on 11/5/2021 at the CAI-CV office (CLICKING HERE), or an online, self-study course (available now by CLICKING HERE). 2) 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

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

Keith Lavery, CMCA, PCAM, CCAM By Grace Paluck, CamEx, CCAM Keith Lavery is the Executive Vice President and Chief Financial Officer for Associa – Desert Resort Management. He began his association management career as an accountant for a CPA firm specializing in homeowner association audits and reserve studies. Many of us have heard him say, “At that point I was a young accountant and had no real idea of what an HOA was.” How times Keith Lavery, CMCA, have changed! While serving as the auditor PCAM, CCAM for a large master planned community in Irvine, he was recruited by the Woodbridge Village Association to be the Controller and Director of Administrative Services during its development through build out to 9,500 homes. Later, he relocated to San Diego where he served as a Senior Vice President and CFO for a large management company. Since relocating to the Coachella Valley, he has held various executive positions in both accounting and management with local management companies. He was one of the first 500 managers in the U.S. to earn CAI’s Professional Community Association Manager (PCAM®) designation. He was also one of the initial candidates to earn the Certified Community Association Manager (CCAM®) certification through the California Association of Community Managers (CACM) in the initial offering of the certification. In addition, he earned the Certified Manager of Community Associations (CMCA®) designation from the Community Association Managers International Certification Board (CAMICB). Keith joined CAI to enhance his knowledge of the industry and to promote professionalism. He believes strongly in giving back through teaching and mentoring to the industry. Since the early 1990’s, Keith has served on a CAI advisory panel for the review and development of the Audit Guide for Common Interest Developments that provides community association industry input to the American Institute of Certified Public Accountants (AICPA). Keith has been in the Coachella Valley for about 20 years. He’s a single dad with three grown children, all in their 30’s. His youngest son lives here in the Valley while his oldest son lives in Denver, and his daughter lives in Chicago. He also has two grandchildren, Enzo, who is three-and-a-half years old, and Ella, who is six months. Travelling to see them in Chicago is high on his list of things to do as soon as possible. His hobbies include spending as much time as he can with his kids and grandkids, biking, movies, reading and going to concerts. His grandfather was someone who inspired him and taught him that he can achieve anything he set his mind to and was willing to work hard to achieve. Keith’s favorite saying from Grandpa is, “There is no such word as can’t”. 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

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BOARD MEMBER WORKSHOP

Reserve Planning Fundamentals By Mallory Paproth and Michelle Lopez, CMCA, AMS

or April's CAI-CV Board Member The physical analysis part of the Workshop, we had the pleasure of reserve study is comprised of the presenting on the topic of reserve plan- common area assets belonging to the ning fundamentals. Here are some of the association. Every reserve study will highlights and key takeaways from our include a condition inventory, and class. because every community is different, The basic purpose and understand- no two component reports will be the ing of a reserve study are to know that it same. Every reserve study will also incorporates the association’s existing include condition assessments and life components and estimated costs to and valuation estimates. The financial repair, replace, restore, and maintain analysis is the fund status and funding all components at a future date. Having plan. This portion includes current maps and inventory percent funded, fully "The basic purpose lists of the existing funded figures, and and understanding of components not only the plan in which a reserve study are to makes the board the board will meet know that it incorporates and manager’s lives future maintenance the association’s existing easier but is also very obligations. components and helpful to a vendor in Reser ve studies estimated costs to repair, identifying an area are defined as one of replace, restore, and that requires mainthree levels: Level 1, maintain all components tenance. Maps and Level 2, and Level 3. at a future date." inventory lists are Level 1 and 2 reserve also great tools for a community man- studies satisfy the legal requirement of ager’s monthly maintenance inspection. an on-site reserve study. The only differA reserve study is a physical and finan- ence is that a Level 1 includes quantificacial analysis of the common area that tion of the common area, and a Level 2 the association is required to maintain does not (for this reason, a Level 2 will be on a long-term basis. There are good less expensive). Level 3 reserve studies reasons California Civil Code requires an do not include a site inspection, but do on-site reserve study be conducted once account for recent reserve expenses, every three years and reviewed annually reflects current financials, and provides (see Civil Code §5550). Boards need to fresh disclosure documents. be thinking about the short-term and A manager should participate in a long-term needs of the common area. Level 1 or 2 on-site inspection with a

Quorum May, 2021

board member(s) and the reserve analyst at some point. This helps with understanding the quantification process, identifying all components in your association, identifying components that may have been missed in a count, identifying required minor and major maintenance, understanding the perspective of your reserve professional, and understanding your community. If your community has balconies or decks, the new SB 326 (see Civil Code §5551 for details). Inspection and repairs are reserve expenses. Speak with your reserve analyst. Remember, your annual mailing must go out 30-90 days before the end of your fiscal year. Get started early, don’t wait until the last minute! Mallory Paproth is a reserve analyst with SCT Reserve Consultants, Inc. She can be reached at (951) 296-3520 or by email to mallory.p@sctreserve.com. Michelle Lopez, CMCA, AMS is the Director of Community Management for Powerstone Property Management Michelle can be reached at (760) 469-4315 or by email to mlopez@powerstonepm.com.

POOLS SUBMIT YOUR POOL QUESTIONS TO ADMIN@CAI-CV.ORG

Ask The Pool Guy

By Mark Feldstein

QUESTION Dear Pool Guy, When is the best time to remodel our HOA pool? Al Wet

ANSWER Dear Mr. Wet, The BEST time to remodel a commercial pool in the desert is when you need or want to remodel. Usually during the off-season time like summer when fewer residents will be inconvenienced. Unfortunately, that might not be the best time for the remodeler’s schedule. Licensed (meaning legal), insured, and bonded, remodeling companies may have a backlog from four-to-six weeks. Have realistic expectations. If a remodeler can get started immediately, you may want to consider looking elsewhere – that is probably a sign of a company that is not busy for a good reason. Always check references!

THE POOL GUY Mark Feldstein is the CAI-CV Pool Guy. He is CFO and Marketing Director for Gardner Outdoor and Pool Remodeling. Mark can be reached at 619-593-8880 or by email to markf@gardnerremodel.com. Look for the column each month in Quorum. CAI-CV members may submit questions to Admin@CAI-CV.org.

CAI-CV Educational Lunch Program & VIRTUAL Mini Trade Show Via Zoom

Friday, May 14, 2021 11:30 a.m. – 1:00 p.m. CLICK HERE to Register LUNCHEON TOPIC:

NOT JUST THE NUTS & BOLTS OF LANDSCAPING WATER, WEATHER, AND IRRIGATION

GUEST SPEAKERS Andy Belingheri Jesse Contreras Jain Irrigation, Inc.

Sunshine Landscape

Richard Calquhoun Sunshine Landscape

• Preparing for a • Water Restrictions Mega Drought & Conservation • What to Plant, • Maintenance – Where to Plant, What to Do and Replacement Timing When – What Not to Do

THANK YOU TO OUR MAY PROGRAM SPONSORS AMS Paving C.L. Sigler & Associates, Inc. Conserve LandCare Seacoast Commerce Bank

THANKS TO THE APRIL PROGRAM SPONSORS AMS Paving Conserve LandCare CIT Epsten, APC C.L. Sigler & Associates, Inc. ET Water/JAIN Irrigation

GET THE ZOOM LINK BY REGISTERING AT WWW.CAI-CV.ORG. MANAGERS WILL RECEIVE ONE CEU Cost: FREE (760) 341-0559 CAI-CV.org

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IT C O MMU N

TTE

V R H OA LI

CHRISTINA BAINE DEJARDIN – BOARD PRESIDENT 2014

Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president?

Answer: What I remember most about 2012 is how many people were so involved on a volunteer basis. I remember being surrounded by many friends who encouraged my involvement with CAI and assisted me during my presidency. Notably, Gloria Kirkwood (Associa Desert Resort Management), who mentored me throughout my board service. Nena Rutherford-Milward (Associa Desert Resort Management), and Gerard Gonzales (Albert Management), all had a positive influence on me as well. I will always remember their professionalism and kindness. Business relationships easily become long lasting friendships at CAI-CV. Question: What changes have you most noticed in the industry and at CAI-CV, and what do you think about those changes? Answer: Education – the focus on education has been a positive and influential change. I believe that the more information someone has, the better decisions they can make. Expanding education to business partners and board members as well as having more information online to educate the public about HOA living has been great for the industry. CAI was and still is, the place to obtain education for community managers, board members, homeowners and business partners that service the HOA industry. Question: Have CAI-CV and the industry evolved to where you thought they would be today? Answer: CAI has grown significantly over the years. In the beginning there were a handful of forward-thinking people who saw a need for an association that would provide for the advancement of the HOA industry. Many of those people are still involved in the Coachella Valley Chapter to this day. Question: CAI-CV is always looking to increase diversity, both in the organization and in the industry. Any suggestions? Answer: I believe that CAI-CV currently has strong diversity in its membership. This quality aspect of CAI-CV can be strengthened by both members and volunteers continuing to push for new prospective members. Current volunteers should also speak with members to encourage them to volunteer on various committees which not only benefits the organization but also gives an opportunity for personal growth. Quorum May, 2021

ROB WINKLE – BOARD PRESIDENT 2012

Rob Winkle

SOCIATIONS

By Gloria Kirkwood, PCAM

TITU

INTERVIEWS WITH PAST CAI-CV PRESIDENTS

FEATURE

Answer: What I remember most about being president of the board for CAI-CV is being inducted during the Awards event. It was a big deal because I was new to the chapter and it felt good to have such a great support system. My other memory is working with the board to hire Cal Lockett. There was a lot of work put in by the board that year as we took the time to hire the right candidate. Christina Baine DeJardin

Question: What changes have you most noticed in the industry and at CAI-CV, and what do you think about those changes? Answer: I have stayed very involved with CAI-CV and CAI as an organization. I am a delegate for the statewide CLAC, and I also serve on the local CLAC Legislative Support Committee. I am also a member of the Programs Committee. I attend conferences and speak regularly to keep in touch with both the local community as well as the larger CAI national audience. One of the changes in the industry I have noticed most, as an attorney, are the new laws that attempt to deprive associations and boards of self-determination. The Legislature does not have a good grasp of the unintended consequences including unbudgeted expenses some of these laws have created. This handcuffs boards instead of allowing them to guide their communities in the way that best suits them. I am working with CLAC to help make changes to the laws to fix them. Question: Have CAI-CV and the industry evolved to where you thought they would be today? Answer: The positive change I have seen in the chapter is all of the new members coming in and participating. The veterans of CAI-CV are still active participants and welcome the influx of new people. Question: CAI-CV is always looking to increase diversity, both in the organization and in the industry. Any suggestions? Answer: There are still business partners, homeowner leaders and community managers who may not know about CAI-CV and the benefits we bring. We should do everything we can to raise awareness of the organization including what we do and what we offer. I would encourage everyone to be active participants in the organization, getting educated and

FEATURE participate in the efforts to revise the current bad laws and communicate with our legislators when they are proposing new ones.

MIKE LIVINGSTON – PAST PRESIDENT 2006 Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president? Answer: My recollections of Mike Livingston the chapter itself was that we happened to be in a bit of a state of flux the year of my presidency, which I don’t think any past president envies. Dramas and personality conflicts can take away from the goals of the majority. I do remember some of the very positive educational work and fundraising that was done and created. Over the course of thirty years in the Chapter, I’ve seen many peaks and valleys. Question: What changes have you most noticed in the industry and at CAI-CV, and what do you think about those changes?

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Answer: I’ve stayed in the local industry but not nearly as active in CAI-CV. There have been advancements in our industry like any others, some good and some not for everyone. At the end of the day the homeowners still want a certain level of customer service.

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Question: Have CAI-CV and the industry evolved to where you thought they would be today? Answer: Has the industry evolved to where I thought it would today? Yes, but certainly not in terms of compensation-for-responsibility. People aren’t paid much more than they were in the mid-90’s (comparatively speaking) when you look at the average portfolio manager. This leads to burnout, turnover, lack of expertise.

Question: CAI-CV is always looking to increase diversity, both in the organization and in the industry. Any suggestions? Answer: I would suggest being open and welcoming to everyone. Such a thing should be purely organic and not manufactured, especially in a group like CAI-CV. Gloria Kirkwood is the CAI-CV Liaison to CLAC. She is the General Manager for Palm Valley Country Club HOA and works for Associa Desert Resort Management. She can be reached at gkirkwood@drminternet.com or (760) 772-2092.

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WATER WISE

Water Conservation Tools for HOAs By Desert Water Agency

ith so much uncertainty in the past year, including extremely dry weather in California, the need for continued water conservation is certain. Recent droughts have changed the way Californians think about their water footprint. Desert Water Agency (DWA) has worked with its customers to find simple and painless tools to be more efficient. In 2014, the agency launched a program to pay residents, HOAs and businesses to replace grass with water-wise landscaping. Customers are eligible to receive $2 per square foot of grass replaced with water efficient landscaping or artificial turf. DWA focuses on outdoor water efficiency since most water is used for things like sprinklers and pools. Smart controllers use web-based weather data or mini-weather stations to inform watering schedules. Property owners or landscapers can control their irrigation schedule from an app on their phone. Desert Water Agency offers HOAs reimbursement for devices up to $10,000 (DWA will reimburse 100% of the first $2,500 spent and 75% of remaining costs up to $10,000); and professional installation up to $750. This technology tailors watering to the weather, increasing efficiency. For those HOAs that want to keep their grass, DWA offers an incentive to replace old spray sprinkler nozzles with more efficient rotating sprinkler nozzles, which put water out at a slower pace to reduce run-off and increase soil absorption. The Agency offers a rebate of up to $5 per nozzle, and up to $2 per nozzles for professional installation. HOA communities can apply for 1000 nozzles or even more if they have a very large area to cover. HOA residents may also want to take advantage of one of DWA’s more recent and popular incentives, $250 for high efficiency washing machines. Energy Starcertified washing machines use about 33% less water than traditional models. Whether it’s outdoor or indoor water use, the agency offers a toolbox full of programs and incentives that strive to help HOA customers save. More information is available at the Desert Water Agency’s website at www.dwa.org.

Quorum May, 2021

MEET THE COMMITTEE CHAIRS

“HAVE YOU HEARD?” is a monthly column all about the members of CAI-CV!

Public Relations and Communications Committee By Jay Jarvis, CMCA, CCAM

This article is part of a continuing series in Quorum about members of the board and committee chairs of CAI-CV. Unlike the others, this article is written in the first person because our Chapter president insisted on including me in the series. My name is Jay Jarvis, and I chair the CAI-CV Public Relations (PR) Committee, which recently combined with the Chapter’s Jay Jarvis, CMCA, CCAM Communications Committee. The new Public Relations and Communications Committee is responsible for CAI-CV’s internal communications, social media, web and app, and external communications including media relations and our relations with key influencer groups including realtors, chambers and local cities. My wife and I retired to the Coachella Valley in 2015. I am a graduate of George Mason University, with a degree in Business Administration. I am a native of Washington, NC (the original Washington) but moved to the D.C. metro area after four years in the United States Coast Guard. For almost my entire career, I have been an entrepreneur. We are proud of our three adult children who have eclectic careers. The oldest, Mike, is a student cantor in Atlanta, while he studies for his cantorial ordination at Hebrew Union College Jewish Institute of Religion. Our middle child, Ronald, father of our first and only grandchild, is a computer programmer in Charlotte, North Carolina, and the youngest, Benjamin, works in retailing in Los Angeles. Our family also includes two rescue pipsqueak dogs — a Jack Russell-Chihuahua short-hair named “Peanut” and a purebred Bichon Frise named “Bucky.” My mother-in-law and disabled sister-in-law also live with us in Palm Desert. Although I served as the president of our large homeowners association in Fairfax County, Virginia, I wanted to learn more about the field, which is why I joined CAI-CV. I also served as president of a second homeowners association, here in the Coachella Valley. In fact, the first week after we closed escrow on an investment home, I was asked to serve on the board. A few weeks later, I became president. After leaving the presidency, I went to work for that HOA, and later founded my own management company, HOA Office, Inc. I consider education to be the biggest draw at CAI-CV. As the PR Committee Chair, I’d like to help get the word out about how valuable CAI-CV is to the Coachella Valley and its HOAs. If anyone would like to join the committee, you are welcome. I promise to keep our meetings short and interesting. E.J. (Jay) Jarvis II, CMCA, CCAM is a community manager with HOA Office, Inc., Past President of the Lafayette Village Homeowners Association, and Past President and On-site manager of Portola Palms Homeowners Association. Jay can be reached at jay@HOAOffice.net.

By Holly Smith, CMCA, AMS

HAVE YOU HEARD? Have you heard that CAI has five new Professional Community Association Manager (PCAM) designees here in the Valley? Congratulations to Dana Brown, Sam Rodriguez, Jaime Dodge, Jennifer Zeivel and Holly Smith (all from Associa – Desert Resort Management) for completing all of CAI’s M100 & M200 Professional Development courses, and especially for passing the PCAM Case Study. The PCAM is recognized internationally, and is CAI’s highest and most coveted designation. You did it!

If you have something to announce in “HAVE YOU HEARD?,” email it to us at ADMIN@CAI-CV.ORG. Please include the following information:

1. Type "Have You Heard?" in the subject line.

2. Include the name of person/ company making the announcement. (Make sure spelling and all designations are correct.)

3. Include the announcement and the date it was official.

4. Include the name and phone number(s) of the person(s) involved. Holly Smith, CMCA, AMS, PCAM, has over 20 years of property management experience within Southern California and has been in HOA management for the last four years. Holly works for Associa Desert Resort Management. She serves on the Quorum Committee. She can be reached at (760) 346-9918 or hsmith@drminternet.com. CAI-CV.org

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FEATURE

HOA Amenities

Quorum Interview with Dennis Elam, CMCA, CCAM By Quorum Committee

QUORUM How important are Heritage Palms amenities to the value of homes in your community?

OA amenities offer homeowners simple conveniences from discounted cable service to elaborate and expensive club memberships. We asked Dennis Elam, the general manager at Heritage Palms Country Club, to help our members understand the complexities of managing HOA amenities. QUORUM Before we begin, please tell us a little about Heritage Palms. DENNIS Heritage Palms is a 55+ community that was built in 1996 by Lennar. The overall design of the community was implemented to elicit a feeling of relaxation within a very active country club atmosphere. There are 1004 homes, ranging from 1,377 to 2,504 square feet. There are 118 duplexes and 886 single family homes. Prices range from $350,000 to $650,000 and our HOA assessments are $400 monthly which includes cable television and internet. The monthly assessment includes a $94 contribution to the reserve fund.

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DENNIS The amenities at Heritage Palms are tremendously important. As a country club community, the recreational amenities and club atmosphere bring special value to the community. We believe our amenities are a primary reason a potential homebuyer will choose to buy here. QUORUM What kind of amenities does Heritage Palms offer their residents? DENNIS Heritage Palms is what we like to call a ‘hybrid’ HOA and country club. We have an 18-hole golf course, practice putting greens, short game practice area, tennis courts, pickleball courts, bocce courts and 32,000 square feet of clubhouse space. The clubhouse complex includes a full-service food and beverage operation, PGA professional staffed golf shop, card rooms, billiards room, library, craft room, and fitness center. Golf memberships that include unlimited golf are sold on an annual basis with a single player pass costing $4,200 and a couples

pass available for $7,950. Various other daily fee golf packages are offered to our homeowner members also. All amenities other than golf are included in the

monthly assessment at no additional fee. We have a very active membership with over 35 recognized clubs and organizations from the Bike Club to the Quilting group. QUORUM Is the HOA responsible for all the amenities? DENNIS Yes, the HOA members own the golf course and all the common area elements. This is a very attractive concept to our homeowners and future homeowners as the HOA controls the club amenities and one board and management team represents all 1004 stakeholders.

FEATURE QUORUM How has COVID-19 impacted amenities at Heritage Palms?

This provides a singular focus that is representative of the entire community and protects the homeowner’s investment in the community. QUORUM How do you manage the maintenance of amenities and are they listed on your reserve study? DENNIS The day-to-day management of the facilities is conducted entirely by our in-house management team, with all our staff being Heritage Palms employees. Our team includes turf maintenance,

common area maintenance, housekeeping, engineering, golf professional staff, food and beverage staff, accounting and security. We find that gives us the ability to develop an organized, reliable team that can deliver a consistent product to our membership. All our major components for the common area buildings, golf course, gate access systems, streets, are recognized in our reserve study. We have a healthy reserve fund with a current percent funded nearing 70%. As with all reserve studies it is not an exact science, but we are diligent in doing annual updates every year in our budget process in addition to the state mandated threeyear onsite visits and independent study.

DENNIS In my career I have experienced several difficult situations including the Y2K preparations, the 9-11 attacks and the emotional and financial impact they caused, and the great recession of 2008 was very challenging for us. The Covid-19 pandemic has been the most significant challenge most of us have ever experienced, hopefully it will be the only challenge of this magnitude for us. Like other communities, we faced a lot of confusion about what and when to close amenities and just as many questions with reopening. We navigated the everchanging guidelines and restrictions with advice from our corporate counsel, our insurance broker, and other advisors. With this professional advice, our board was able to make well informed decisions in the best interest of the membership. They were not always easy decisions and not always met with unanimous support from the membership, but a year and a month later I believe we are a stronger organization having had to go through that process. QUORUM When do you believe Heritage Palms will be back to normal? DENNIS Great question. My answer is how do you define what may be the new normal? Our normal operating budget is based on a significant amount of discretionary spending by our membership through our golf and food and beverage operations. We expect things to incrementally get better as the country has more people vaccinated and regulations are relaxed. I am very optimistic that things will be better, but we will have to navigate new rules regarding banquets, buffets, member events, and group outings with golf shotgun starts. Our board, staff, and membership have been fantastic in understanding the process with rule

limitations and the dilemma of what we can and can’t do. The bottom line is that we are better now than we were a year ago. I am very optimistic. QUORUM

One final question, do you have plans to add any new amenities? DENNIS Heritage Palms has always been very proactive in keeping our facilities up to date with building renovations, interior transformations and maintenance. In 2019 we completed a Facilities Master Plan that gave the board and membership a road map for upgrades for the future. We are currently in the process of presenting a plan for member approval for an expansion of our fitness and lifestyle center, which is Phase I of the Facilities Master Plan. Upon member approval of Phase I and propjet completion, the next step will be to engage the membership in future phases of clubhouse improvements and expansion. QUORUM Thank you, Dennis, for your valuable advice. Dennis Elam is the General Onsite Manager for the Heritage Palms Country Club and HOA. Dennis has been a large scale HOA manager for over 20 years and prior to that he was an executive chef in private country clubs. Heritage Palms is located at 44-291 South Heritage Palms Drive in Indio. Their website is www.heritagepalmsindio.com. Dennis can be reached at (760) 772-5755 or by email to delam@heritagepalms.org.

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FEATURE

Golf Rising from COVID'S Ashes in its Strongest Position in a Generation. By Craig Kessler

ne year ago golf was shuttered along with all other “non-essential” businesses in Southern California. While the greater California golf community was confident that golf would be among the first recreational activities restored post pandemic panic, an optimism that proved prescient within a matter of weeks, the Coachella Valley golf community understood that simply being open might not be the ticket to prosperity that it was sure to be in the much more populated coastal counties. Golf in the coastal counties is a home game. Los Angeles and Orange Counties pose golfers with the worst golf hole to golfer ratio in the Continental United States – too many golfers chasing way too few golf courses. Open them, particularly open them while keeping other competing recreational and entertainment amenities shuttered, and they’ll certainly come. And come they most certainly did. They’re still coming even as those competing recreational and entertainment activities are fast being restored to our lives. Desert golf is as much an away game as a home game, dependent upon snowbirds from other locales who travel here during a season that runs only a few months and stay-and-play golfers from other parts of California who find desert golf an annual rite of winter. Travel is not something that even persons able to travel were much willing to do for the greater part of the last year, and persons living in other countries were unable to travel, willing or not. Would seasonal members drop their memberships? Would golfers from the population packed coastal counties replace those unable to travel to the desert due to COVID? Was there a large enough one-day market from those coastal enclaves to make up for those who would ordinarily stay and play in hotels? These were the questions on everyone’s minds – questions that given the scope of the Coachella Valley golf community, were questions that vexed sectors well beyond the cozy confines of golf clubs and resorts. There is simply nowhere else in the nation as dependent upon the fortunes of the golf

Quorum May, 2021

community for its own fortunes as the greater Coachella Valley. $1.1 billion to the local economy, 8,000 direct jobs, and $83.3 million in state and local taxes to be exact. And this doesn’t include multiplier effects. These questions were legitimate questions to be sure. What was illegitimate was the context in which they were being asked – a context based on fundamental misunderstandings of the pre-COVID golf economy in general and the Coachella "$1.1 BILLION TO THE LOCAL ECONOMY, 8,000 DIRECT JOBS, AND $83.3 MILLION IN STATE AND LOCAL TAXES TO BE EXACT. AND THIS DOESN’T INCLUDE MULTIPLIER EFFECTS." Valley golf economy specifically. There is zero doubt that the national golf economy suffered decline from 2005 through 2016, flattening into a small but still perceptible increase from 2016 through the beginning of 2020. But the Coachella Valley golf economy declined only 3.9% between 2005 and 2016. A result that would certainly seem counterintuitive, given the fact that the Coachella Valley hosts the greatest concentration of golf courses in the nation – a golf hole to golfer ratio richer than any other in the United States. “Counterintuitive” to the casual observer but not the least bit surprising to those who understand the golf industry. The truth that those in the business understand is that golf’s fortunes have never been higher among two key demographics that practically describe the desert golf market – persons between the ages of 55-74 and the affluent. While golf suffered among those under a certain age during these years of market correction, the hard fact is that there were more golfers in the 55-74 age bracket in 2016 than there were in 2005 – considerably more according to most studies. And while golf also suffered among those in the middle quintiles of the income population during those years, it continued to grow steadily among those in the top 20 percent.

FEATURE Desert golf faced down COVID a little more than one year ago against the backdrop of that reality. In other words, from a position of strength unparalleled in the California golf industry. And that “strength” was just as relevant as the Valley golf community stared down all those desert specific questions about COVID’s impact upon a seasonal golf industry dependent upon travelers from other climes.

CAI-CV Recognizes Palm Valley HOA as a Medallion Community

"LOCAL GOLF SHOPS REPORTED RECORD SALES, NOT TO MENTION MONTHS-LONG WAITING LISTS FOR LIGHTWEIGHT PULL CARTS." How’d we do? Just as the coastal golf communities enjoyed spectacular success (30% increases in play), so did the Coachella Valley golf community. Clubs worried about the loss of out-of-town members suffered no such losses; indeed, many Valley courses reported increased interest in memberships. Resort courses worried about filling their tee sheets found that when the snowbirds didn’t come, their loss was more than made up by golfers from Southern California’s population rich coastal counties who suddenly found it difficult to secure tee times at their favorite daily fee and municipal golf courses. Local golf shops reported record sales, not to mention months-long waiting lists for lightweight pull carts. Will it hold? While it’s always prudent to remember Yogi Berra’s dictum about the difficulty of predictions, particularly about the future, let me demonstrate a little imprudence and suggest that it won’t all hold. But enough of it will that when combined with the demographics of the Coachella Valley, the future looks bright. COVID-19 taught us something about the abiding allure of the game, why it has endured all sorts of disruptions and dislocations, outlasted all sorts of competitors and fads, expanded its reach throughout the world, and always bobbed back to the top. And it’s this. There’s something of eternal value to a walk in nature with family and friends that can be enjoyed from youth to dotage while polishing a set of skills that can never really be perfected and practicing a culture based on ancient verities. Nothing matches it, and nothing in the Coachella Valley is going to displace it. Craig Kessler is the Director of Governmental Affairs for the Southern California Golf Association. Craig can be reached at (818) 980-3630, ext. 320 or by email to CKessler@scga.org.

On April 28th, CAI-CV recognized Palm Valley Homeowners Association as the first CAI-CV Medallion Community with a press event at Palm Valley’s main gate. Medallion Communities adhere to CAI’s best practices and are among the finest HOAs in the Valley to call home. Congratulations to Palm Valley Homeowners Association! If you would like more information about becoming a CAI-CV Medallion Community, CLICK HERE

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ABOUT CAI-CV

CAI PROFESSIONAL MANAGER DESIGNATIONS

Where to Start with the Game of Alphabet Soup By Rhonda M. Drews, PCAM

CAICommunity Associations Institute Guide to Earning Your Certification

f you are thinking you would like to start on the path of obtaining your professional credentials through CAI, here is a brief overview and guide to help you do just that. The first step is to obtain your Certified Manager of Community Associations (CMCA®) designation. CAI’s CMCA designation is administered through the independent Community Association Managers International Certification Board (CAMICB). CAMICB is the professional accreditation body for over 20,000 community association managers worldwide. CMCA’s manage condominium and homeowner associations, housing cooperatives, resort communities and commercial tenant associations. The CMCA certification involves a 120 multiple-choice exam on governance, budgets, reserves and finances, contracting, risk management, maintenance, meetings, human resources, and insurance. To prepare for the CMCA exam, you will first learn about all these subjects in CAI’s M-100 class CLICK HERE FOR MORE INFORMATION. After passing the M-100 course, you will need to review the study materials provided by the CAMICB. Don’t

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worry if you need to take the test more than once; it only has a 70 percent pass rate. This is a lot of information to absorb but keep in mind the purpose is to make you a “professional advisor” to HOA boards. Once you pass your CMCA exam, you then continue with CAI’s six M-200 advanced professional development courses. After successful completion of at least two M-200 level courses, and two years of experience managing communities, you may apply for CAI’s Association Management Specialist (AMS) designation. CLICK HERE FOR MORE INFORMATION about the M-200 series. CLICK HERE FOR MORE INFORMATION about the AMS designation. Next comes the Professional Community Association Manager (PCAM) designation. This pinnacle designation is the highest recognition in the HOA industry. Before you apply for your PCAM, you’ll finish the remaining four M-200 level courses, which then makes you eligible to apply for CAI’s PCAM Case Study.

ABOUT CAI-CV

***CMCA - Certified Manager of Community Associations - The first step for professional community managers to demonstrate the fundamental knowledge required to manage a community association.

Requirements: • Successfully complete an in-depth comprehensive training course covering essentials of community association management or have five years experience of community association management OR hold an active Arizona CAAM, California CCAM, Florida CAM, Nevada CAM, Illinois CAM, or Colorado CAM. • Complete and submit the CMCA application. • Pass the CMCA examination; a 120-question, psychometrically sound examination prepared under national standards and guidelines to meet the requirements of a valid certification testing tool. • Comply with the CAMICB Standards of Professional Conduct.

How to maintain: • Pay the annual service fee each year. • Complete 16 hours of continuing education every two (2) years.

AMS — Association Management Specialist - The second level in the nationally recognized career development track for community association managers. The AMS designation demonstrates a higher level of understanding of the role of a community association manager and additional experience in the community association management profession.

Requirements: • Pass the CMCA examination. • Complete two or more years of community association management experience. • Successfully pass two CAI M-200 level courses. • Comply with the CAI Professional Manager Code of Ethics.

How to maintain: • Pay the annual maintenance fee each year • Redesignate every three years by meeting continuing education requirements (one CAI course M-200 level or above) and 8 hours of other continuing education. • Maintaining the CMCA is not required.

PCAM — Professional Community Association Manager - The pinnacle of community association management. The PCAM designation is the highest professional recognition available nationwide to managers who specialize in community association management.

Requirements: • Pass the CMCA examination. • Successfully pass all six CAI M-200 level courses, plus the Case Study. • Complete five or more years of community association management experience. • Comply with the CAI Professional Manager Code of Ethics.

How to maintain: • Pay the annual maintenance fee each year • Redesignate every three years by meeting continuing education requirements – M-300 or M-400 level CAI course or CAI Annual Headquarters Conference, Law Seminar or CEO-MC Retreat (see current redesignation application for details). • Maintaining the CMCA is not required.

*** The CMCA certification, administered by community Association Managers International Certification Board (CAMICB).

During the Case Study, you will be expected to complete a two-day comprehensive assessment of an actual HOA where you will examine all components related to that specific community. After spending time with the community’s board and management, you will submit a final paper on the Case Study. Some people compare the Case Study paper to be similar to a master’s level thesis. If you pass the Case Study, you will be awarded your PCAM designation. According to CAI, “We help you stay at the top of your game. Because the booming industry of community associations operate as a business, it needs qualified professionals to safeguard and empower the financial well-being, physical maintenance, and social harmony of the hundreds of thousands of community associations around the world. That's why we provide unparalleled education and credentials to keep you sharp and competitive. The most important action you can take to increase your earning potential and accelerate your career is to obtain credentials that prove you are the right professional for the job.”

Above is a brief guide to help you further navigate through the alphabet soup of obtaining your professional designations. If you are interested in pursuing your professional development by obtaining CAI’s internationally recognized designations and certifications, consider joining CAI-CV’s Professional Managers Committee. We will welcome you and mentor you as you go through this amazing self-development process. CAI-CV offers scholarships through the Carol A. Fulton Scholarship Fund to help any community association manager obtain their credentials. If you are interested in more information, please contact the CAI office at (760) 341-0559. Rhonda Drews, PCAM, is Regional Vice President with RealManage here in the Coachella Valley. In January 2020 Rhonda was awarded the Distinguished Service Award from CAI-CV. Rhonda may be contacted at rhonda.drews@realmanage.com.

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FEATURE

CAI-CV MEMBERSHIP SHREDDING EVENT Wednesday, August 25, 2021 10:30 am to 1:30 pm

WE’RE LOCAL AND

Or, until the high-security, mobile shredding truck is full

COMPETITIVELY PRICED!

760.404.1370 760.404.1370 $5 Per File Box or Bag DesertArc.org

760.404.1370 DesertArc.org

$10 Per Hard Drive

ACCEPTABLE FOR SHREDDING:

SPECIAL SEAL & SHRED BAGS NOW ONLY $5 EACH AVAILABLE AT DROP-OFF

Confidential Documents Computer Hard Drives

Celebrating CAI's 40th Anniversary Year in partnership with Desert Arc PARKING LOT OF CAI COACHELLA VALLEY CHAPTER OFFICE

75410 Gerald Ford Drive #102 in Palm Desert 34

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Proud Member of the National Association for Information Destruction (NAID)

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FEATURE

Desert Arc's New State-of-the-Art Sanitizing Misters at Your Service By Kathrene Wales

n response to the needs of its Business Services’ customers during the pandemic, Desert Arc’s Janitorial Division has acquired hospital-grade, portable, deep cleaning, disinfectant misting systems. Desert Arc began rolling out this new sanitizing service several months ago beginning at The Management Trust’s™ offices in Palm Desert. The Business Services division is part of Desert Arc, a nonprofit organization founded in the Coachella Valley in 1959 to serve people with developmental and intellectual disabilities. Business Services offers HOAs many services. More information can be found on page 38. According to Damian Jenkins, President of The Management Trust’s California Desert Division and the Chair of Desert Arc’s Board of Directors, “Apropos of The Management Trust™ mantra, 'Community Management. Built Differently.', this cutting edge

cleaning method has become an integral component of our maintenance service offerings and is a great example of how we have assisted our HOA clientele in addressing the challenges of COVID-19. It has also provided peace of mind to

consistency I saw every day. They have done a great job cleaning the pool areas for us at Lake Mirage during the week, and on Fridays they added the special extra sanitizing process with the electrostatic mister machines to ensure all surfaces remained clean until Monday. have Desert Arc sanitizing our offices every week with these misters in an effort to minimize the risk exposure. The engagement of Desert Arc’s Janitorial team members comprised of people with disabilities is also reflective of our commitment to giving back to the community.” Desert Arc’s people are always polite, respectful and positive to work with. We never receive any complaints from our valued homeowners.” This sentiment is echoed by Desert Arc’s customers across its five essential Business Services Divisions encompassing Janitorial, Landscape Maintenance, Shredding, Recycling and Fulfillment Desert Arc’s Janitorial crews adhere to strict safety protocol including wearing PPE at all times. According to Donnya Villarreal, the head of Desert Arc’s Janitorial Division and Assistant Director of Vocational Programs, “Electrostatic sprayers have an advantage over the more traditional manual applications of disinfectants by using a spray bottle and cleaning cloths because the electrostatic sprayer allows a large area to be covered with a disinfectant uniformly and very quickly. Consistent results rely on the uniform spray style including factors like the application speed and distance to each surface.” Jayme Fakehany, CMCA® AMS®, a community manager at Associa Desert Resort Management praised Desert Arc’s Janitorial workers for their attention to important details for a recent project for one of their clients. “I liked the

services. For more information, visit DesertArc.org or phone 760.404.1370, and call 760.404.1364 to speak with Donnya Villarreal directly regarding Desert Arc’s Essential Janitorial Services. Kathrene Wales is the Director of Development for Desert Arc. She can be reached at (760) 46-1611 x234 or by email to kwales@desertarc.org.

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MAINTENANCE

Architectural Shade Structures for HOAs

Cantilevered fabric shade for walkways, sitting areas

Increasing and Enhancing your Recreational Amenities By Rick Reinmuth

ith increased awareness of harmful UV rays and the pandemic pushing more activities outside, many HOAs are now looking at ways to create safe and comfortable outdoor recreational areas to help their homeowners and guests find relief from the sun, solar radiation, and the blistering summer temperatures. Protection from the sun can be a very important health and safety amenity and in some cases be a true lifesaver.

THE SUN’S HARMFUL IMPACTS It is important to be mindful of the potential harmful impacts of our weather because UV light can not only damage skin and cause skin cancer, but it can also damage interior and exterior merchandise or furnishings. Many communities have wonderful outdoor playgrounds and recreational amenities without any shade protection, so it is important to be mindful of some important safety data. Several studies have determined that rubber and plastic surfaces exposed to the sun can exceed 160 degrees Fahrenheit. At those temperatures, it takes only three seconds to inflict second-degree burns and five seconds for third-degree burns. However, when covered by a protective shade that blocks direct sunlight, the temperatures on those same surfaces stay at a safe 90 degrees.

FINDING RELIEF IN THE SHADE – AMENITY ENHANCEMENTS Shade structures are an amenity that many associations have been adding in recent years. Playground areas, picnic areas, and other common areas are being shaded in various ways for members and their guests to enjoy and find respite from the heat and sun. In the past, most of the developers created shade with areas covered with a roof; some constructed with wood, some with steel and concrete or a combination of 36

Quorum May, 2021

all those materials. In recent times, fabric shade structures are becoming one of the most popular options for shade and are on trend. There are various options when choosing areas where the use of shade structures is useful for protection. The pandemic has caused many existing clubhouses to look for ways to add outdoor dining and entertaining. Adding a shade structure can add an instant outdoor amenity. Other areas of concern that could be remedied by shade are playgrounds, pickleball and tennis courts areas and picnic areas. Any area where people congregate or wait for services is a potential candidate for shade coverings. Perhaps your association might want a nice shady area for participants and viewers of the sports areas, golf cart and club staging and pool areas. Depending upon the type of shade structure chosen, you can design unique architectural type shade structures with curves and triangles that cover numerous tables, chairs and lounges. They can also be used for parking lots to cover parking spaces to protect the interiors of cars and from ultraviolet rays. In addition, homeowners are now utilizing the use of shade structures in the entry courtyards of their homes, and around their backyard pool, patio and BBQ areas as well.

OPTIONS AND CONSIDERATIONS FOR SHADE STRUCTURES Aesthetics are always important for associations to consider. Shade structures usually are constructed out of wood, steel, or concrete, and covered with UV-protective fabric. With endless options available, it may be wise to consult with an architect or designer to find the architectural style that best suits your association’s needs. Additionally, when reviewing choices, there are both short-term (the initial buildout) and long-term maintenance costs to consider. Quality matters.

MAINTENANCE

Metal shade structure with rounded roof

Cantilevered fabric shade for parking

CANTILEVER SHADE STRUCTURES

1. Provides maximum open space beneath the shade. 2. Versatile and customizable options for pools, covered parking, outdoor seating areas and playgrounds.

SHADE SAILS

1. Available with multi-point sails, customizable heights and attachments points and can be triangular or rectangular. Multiple column heights and attachment points allow for the fabric to be manipulated into elegant curves.

2. Great for pool spaces, play areas, open air venues, entrances to buildings.

HYPERBOLIC SHADE SAILS

1. Hyperbolic structures utilize multiple fabric tops to provide Cantilevered picnic area shade structure

HIP OR ROUNDED-TOP SHADE STRUCTURES

1. Features clean, straight roofline, and is among the most popular and economical types of shade structures.

2. Provides coverage for picnic areas, outdoor seating areas, pool areas.

Metal shade structure with hipped metal roof

a unique look; hyperbolic designs enhance the architectural look giving visual aesthetics of the shade structure.

2. Mix and match colors to create a unique and highly customizable structure. Fabric shade structures allow soft light to enter and improves air circulation, not to mention lower ongoing maintenance costs than traditional roofed shade structures. Once you have either consulted with a design professional or construction consultant and have chosen your shade structures, you can commence with solicitating competitive bids. Working with experts and contractor to install your new amenity will be a rewarding experience and will add to the comfort and enjoyment of your community for years to come. Rick Reinmuth is the Vice President of Client Development for SoCal Shade Sails. SoCal Shade is in it’s 20th year serving residential and commercial customers throughout the southwest region. Rick has numerous years of experience in the community association management industry where he worked with five chapters of CAI in Southern California. Rick can be reached at (619) 972-1100 or by email at rick@shadesails.biz. CAI-CV.org

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CHARITY

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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. 38

Quorum May, 2021

Welcome Aboard THE SWIMMING SWAN, LLC

By Jennifer James, Esq.

CA LIC. #907600 AZ LIC. #286198

www.brsroofing.com

Melissa Swanson

ith the swim season on its way, it is a pleasure to welcome aboard, The Swimming Swan, LLC! Established in 2014, The Swimming Swan, LLC is an aquatics service provider that specializes in pool management and operations. Their services encompass a variety of programming such as: swimming lesson programs, aqua fitness classes, lifeguard and pool monitor services, and safety training courses for HOA communities. The Swimming Swan, LLC is an active member in the United States Swim School Association (USSSA), American Red Cross, and the Association of Aquatic Professionals. The Swimming Swan, LLC provides each of its communities with an exclusive web-based portal for online scheduling of classes and also offers an online reservation system that complies with CDC social distancing, PPE and occupancy guidelines. As a licensed training provider of the American Red Cross, The Swimming Swan, LLC is ready to help any community association reopen their swimming pools safely. Melissa Swanson is the President and primary contact for The Swimming Swan, LLC. She is a lifelong swimmer and advocate for water safety. Originally from South Florida, Melissa went to school at Florida Atlantic University studying Philosophy while simultaneously being an athlete. She relocated to Southern California because of her love for surfing and the mountains. She loves to hop in her van and adventure the many beautiful sights California has to offer. She is an avid gardener and loves to cook. Cooking new recipes from vegetables out of her garden is a real passion. When she’s not in the garden or kitchen, she enjoys time with her rather large (100 lbs!) 2-year-old Great Pyrenees puppy, Cooper. Melissa is excited to be a part of the CAI community and offer her services to your community. You can reach Melissa at 844-THE-SWAN or Melissa@TheSwimmingSwan.com. You can also visit The Swimming Swan, LLC’s website at www. TheSwimmingSwan.com. Welcome aboard Melissa! Jennifer James, Esq. is Of Counsel to Green, Bryant & French, LLP and has been providing legal services to common interest communities for more than 15 years. Ms. James can be reached at (760) 565-5889 or Jennifer@JenniferJamesLaw.com.

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WHAT MANAGERS NEED TO KNOW

Developing Your Facilities Risk Management Plan By Holly Smith, CMCA, AMS, PCAM

IDENTIFY POTENTIAL RISKS To start in the identification process, contact your association's insurance agency. One of the services your HOA insurance agent will offer is a full loss control inspection of the community. Brian Berce of Golden Alliance Insurance said, “A professional insurance broker has experience with previous claims and things that are likely to result in a claim. Having an insurance broker do an in-person inspection of the property and report back their findings, as well as their loss control suggestions to the manager can be very valuable in eliminating certain hazards and mitigating the risk of others.” The agent will also identify what areas may directly impact the association's policy protection in the event of an accident.

ASSESS POTENTIAL RISKS

anaging amenities and recreational facilities can be challenging for a community association manager and the HOA’s board. At any given property, there can be multiple and diverse amenities including golf courses, pools, spas, gyms, clubhouses, and tennis courts, to name just a few. Properties with 1,000 plus homes tend to have more amenities and are usually more complex to manage. The COVID-19 pandemic has caused many associations to re-think their amenities. For example, because many facilities have been closed for long periods, they may not have received the same care and maintenance that they would normally receive when open and in use under the scrutiny of homeowners. A good example of this would be association gyms. A closed gym may not have been cleaned, and the equipment, normally used daily, has now been sitting inactive for over 12 months, and probably has not been inspected during that time. Reopening without having a thorough inspection would be foolish. However, that type of inspection would not normally be in the association's risk management plan. As we begin the re-opening process, it is critical that the manager and board review their associations risk management plan. The four most important elements to a successful risk management plan are identify, assess, respond and monitor.

Quorum May, 2021

Liability is assessed by identifying any areas where the association may have risks or hazards that may result in a liability claim or lawsuit due to injuries or damaged property. If we go back to the gym example, the unused equipment could be considered a liability. With limited or no usage in the last year, machines may not be functioning properly. This is a potential risk “if” the machines malfunction. The assessment of the risks is establishing the probability of an event occurring that will result in the injury of a person or damage to the property. Call this your probability scale (1 to 5 – 5 being most likely).

1. The probability of the risk occurring may be extremely low because it’s statistically unlikely, or the association has already taken measures to reduce the liability.

2. The probability is unlikely to occur, but not unheard of, so the association may want to think about ways to reduce the risk if it hasn’t already.

3. The probability of the event occurring is likely to occur and mitigation issues should definitely be evaluated and executed.

4. The probability of the risk is almost certain to happen at some point just based on statistical information or the type of activity or facility. While the probability of risks is important to assess, the impact of these risks is also important to ascertain. Risks can also be given “impact” numbers. For example, you might decide that a risk between one and two is acceptable with no action needed, while a risk given a three or higher would require a risk response. Your risk management team should define these categories based on a risk's impact assessment using an impact scale. It could look something like this:

WHAT MANAGERS NEED TO KNOW 1. The risk will have little impact. The association may already have plans or procedures in place that help reduce the impact. Maybe there is also a simple low-cost alternative.

2. The risk may have some impact but is easily managed and will not be an excessive cost to the association.

3. The risk will have a significant impact. This category may require mitigation to prevent a significant monetary loss to the association.

4. A category 4 risk may need to be investigated to see if the cause of the risk is worth the continuance of the activity or facility within the association.

LET’S TAKE A LOOK AT THE GYM AGAIN: Think about how much usage the facility receives each day. How many times a day will a particular machine get used, and within that usage, what is the probability of the machine malfunctioning? If the machine malfunctions, what are the consequences? Take for example a treadmill. If the machine quits in the middle of someone jogging, ask what could be the result? If the resident falls forward they may hit their head on the front of the machine or backwards on to the treadmill where a fall could cause bruising or lacerations or even broken bones. The liability to the association could be paying for the resident’s medical bills or even a lawsuit for personal injury. Is that risk acceptable to the association? A lawsuit could result in a special assessment if not covered by the insurance to handle legal costs and payouts. It may also result in increased premiums. Another way to categorize your risk is by the potential monetary loss to the association. The more expensive the potential risk, the higher the response priority.

RESPOND TO POTENTIAL RISKS In this particular example it is very clear that the risk of not servicing the equipment can be financially damaging to the association. Weigh this with the option of performing preventative maintenance and repairs by a licensed professional. Obviously, these types of services should already be in your budget. The point here is that by having the equipment serviced and repaired, you can transfer much of the risk away from the association. Other responsive measures would be to post instructions on how to use each piece of equipment providing safety guidelines for good measure. Do not forget to include instructions on how to report problems to the association so they can be easily and quickly addressed. This helps the manager identify potential risks quickly and report these back to the board or committee.

Other options for responding to risks depending on their placement on your scale would be to isolate and transfer the risk. In the case of the gym, we have transferred some risk to the service professional providing the inspection and maintenance. Another way of transferring risk is by increasing association insurance in the event there is an accident. Obviously, these two methods go hand-in-hand. You would not want to increase insurance without doing the needed maintenance.

"IF THE MACHINE QUITS IN THE MIDDLE OF SOMEONE JOGGING, ASK WHAT COULD BE THE RESULT?"

MONITORING POTENTIAL RISKS Now that you have identified, assessed, and responded to potential risks, the last step in your program is to monitor them. Monitoring allows you to see if your measures worked and adjust if necessary, and by recording your monitoring notes, you can build a historic file to show progress. Typically, a professional community manager serves as the risk management project manager, but the board or committee should always be directly involved to serve as a review group and to maintain quality control. The board and other homeowner leader volunteers can assist with the tracking and documenting steps taken to manage your community’s risks. The more eyes you have on your property, the probability of catching new liabilities or potential risks increases. Brian Berce has some words of wisdom, “Being able to prove that you have done property maintenance of an item, properly secured a hazard or consistently checked for property hazards via regular inspections can be vital when defending the association from a liability claim.” If you have not developed a risk management program for your community, start with your HOA insurance agent. Get started now, it’s worth the risk. Holly Smith, CMCA, AMS, PCAM, has over 20 years of property management experience within Southern California and has been in HOA management for the last four years. Holly works for Associa Desert Resort Management. She serves on the Quorum Committee. She can be reached at (760) 346-9918 or hsmith@drminternet.com. CAI-CV.org

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CAI-CV 2021 TITANIUM SPONSOR SPOTLIGHT

Western Pacific Roofing Corp has a long and well-established history of providing the best in quality workmanship and service to our customers throughout all of Coachella Valley. As a full-service roofing company, Western Pacific is committed to providing the best in quality roofing systems at the most competitive prices. We strive to establish longterm relationships with our clients and their projects. Much of our success is a direct result of property managers, homeowners associations, home builders and individual homeowners who believe in retaining the services of a quality roofing company providing value and experience instead of just low pricing. Western Pacific is an approved applicator for all major roofing manufacturers. Your roof is a major investment and you will rely on it to protect your property for many years to come. The qualities you expect from your roofing company include the best service, workmanship, product reliability, experience and longevity. Your roof and your roof warranty is only as good as the company behind it. • Western Pacific Roofing is recognized and awarded for excellence as a professional roofing contractor. Our company serves the Western states from four California locations. • Founding Member of Roof Connect, a national roofing service company that provides lead and maintenance services 24/7 from over 120 locations nationwide. • Approved applicator of every major manufacture of roofing and waterproofing products. • Reputation for quality roofing service and expert workmanship that is second to none. • Serving the roofing industry for over half a century with proven financial strength. • Western Pacific continues to provide the very best in experienced roofing throughout the Coachella Valley and our long-established Palm Springs team is expanding that tradition.

Visit our website: www.westpacroof.com OUR SERVICE Western Pacific has the most comprehensive repair and maintenance division in the Desert. Our Service Order fax line, combined with our response time, can be effective in controlling interior damage caused by roof leaks as well as providing peace of mind for our property managers and HOA’s. Our goal is to efficiently maximize the serviceable life of the existing roofing systems on each project through planned maintenance. Our maintenance programs are designed on an individual basis to meet specific needs of each project. Please feel free to contact us at (760) 416-5877. Service Fax (760) 320-8912. Service Email: Linda@westpacroof.com

OUR STAFF Raymond Tingzon……Production Manager Kyle Filburn.……Sales, Estimating, Service Jessica Salinas……Assistant to Project Managers Richard Brunelle……General Manager Western Pacific values its relationships with our customers and the communities we serve. An important part of our company mission is to be good business citizens in our community – to serve that goal Western Pacific has always been an active partner and supporter of the many good causes in our Coachella Valley. We have contributed to and sponsored many events over the years, and will continue to do so. Western Pacific is an active participant in CAI and works to support its activities and events.

WESTERN PACIFIC ROOFING CORP- THE BEST CHOICE FOR ALL YOUR ROOFING NEEDS.

Thank you to Western Pacific for their generous support of CAI-CV! 42

Quorum May, 2021

FEATURE

Thank you

CAI-CV CHAPTER ANGELS COVID has had a significant impact on the Chapter’s ability to have fundraising and networking events. The following companies have donated all or a portion of their unused 2020 sponsorships to the Chapter. CAI-CV’s Board of Directors honors these business partners that see the value of supporting the Chapter’s educational programs. Many more companies are considering donating unused sponsorships so this list will continue to grow each month! Please thank them and call on them when you have a need for their services.

Alan Smith Pool Plastering AMS Paving, Inc. Asphalt MD's BPR Inc. BRS Roofing Inc. C. L. Sigler & Associates, Inc. CIT Conserve LandCare Delphi Law Group, LLP DSI Security Services Eagle Roofing Products EmpireWorks Reconstruction and Painting Fiore Racobs & Powers, A PLC Flood Response Frazier Pest Control, Inc. Gardner Outdoor and Pool Remodeling GrandManor Green Bryant & French, LLP

Horizon Lighting Inc. LaBarre/Oksnee Insurance Agency, Inc. NPG Asphalt Pacific Western Bank Patrol Masters, Inc. Precision Pool Tile Cleaning Pro Landscaping, Inc. Rey Insurance Services, Inc. Roof Asset Management Seacoast Commerce Bank Securitas Security Services Sherwin-Williams Paint Company Superior Roofing The Management Trust The Naumann Law Firm, PC Three Phase Electric Vantage Point Construction, Inc. Vista Paint Corporation Western Pacific Roofing

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HOA LAW

Drafting Effective Vendor and Construction Contracts By Wayne S. Guralnick, Esq. (1 OF 7-PART SERIES)

contract can take many forms, but generally there is either an oral agreement, a contract implied by conduct, or a written agreement. Unfortunately, oral agreements promote uncertainty as to the actual terms of the transaction and tend to be a catalyst for litigation if there is a disagreement between the contracting parties. Many times, parties to an oral agreement forget the actual terms of the deal or have interpreted the oral agreement subjectively, so that there is no actual agreement as to the terms and conditions of the business transaction. Thus, under the best of arrangements, oral agreements are difficult to rely upon, and promote disagreements and, ultimately, potential litigation. Similarly, if a written agreement between the parties does not incorporate all of the material terms and conditions, these omitted provisions could spawn disputes and, potentially, litigation between the parties. Thus, to provide the most protection to the parties and to attempt to provide a contract which includes all of the terms and conditions of the business arrangement, a written agreement should (1) incorporate all of the material terms and conditions of the

Quorum May, 2021

"If a board of directors enters into an agreement without proper authority and/or exceeds its authority under the governing documents, such action could expose the board of directors (and/or the property management firm which recommended the action) to possible membership liability." business transaction; and (2) contemplate how the parties wish to react in the event of certain foreseeable events which could occur during the performance of the contract. For the foregoing reasons we do not recommend associations rely upon vendor/contractor bids or proposals as the contract/agreement document. The following is an overview of typical provisions and concerns which an association, by and through its board of directors and its property/general manager, should consider when preparing construction and vendor contracts:

1. Board of Directors’ Authority to Enter into the Proposed Contract Before discussion of the actual contract terms, an association must ascertain its authority to enter into the proposed contract. If a board of directors enters into an agreement without proper authority and/or exceeds its authority under the governing documents, such

action could expose the board of directors (and/or the property management firm which recommended the action) to possible membership liability. Further, if there are limitations to the board of directors’ authority, many associations’ governing documents require membership approval be obtained to allow the board to enter into a proposed agreement. Thus, an association must review its governing documents to ascertain the board of directors’ authority to enter into the contract, particularly in light of the following concerns: a. Term of the Contract. Many associations have governing documents which limit the term of the contract to a specified term (e.g. such as one year, five years, etc.). b. Capital Improvements; Limitation on Expenditure of Funds. Associations also have provisions in their governing

HOA LAW documents which limit their ability to expend funds for capital improvements and/or limit expenditures. If there are any questions related to these provisions, the association should consult with its attorney for a legal opinion on the board’s authority to enter into a contract which would involve a capital improvement and/or a large expenditure of funds. c. Borrowing Funds and/or Utilizing Lines of Credit. Some associations’ governing documents also contain limitations on the association’s ability, by and through its board of directors, to secure lines of credit and/or borrow funds.

2. Formal Names of Parties Entering into Contract and Verification of Corporate / License Status a. Names of Parties. Often overlooked is assuring that the formal name of each contracting party is included within the agreement, and that the signature page indicates the capacity under which the signatories have executed the agreement. For example, if a Landscape Maintenance Contract is signed by Evergreen Landscaping, you must determine whether this party is a sole proprietorship, partnership, corporation, limited liability company, or some other form of business entity. In California, an association is generally a nonprofit mutual benefit corporation. For the vendor/contractor, you would indicate whether it is a sole proprietorship (such as, John Doe, dba Evergreen Landscaping), a general partnership (such as, Evergreen Landscaping, a

general partnership), or in a corporate capacity (such as, Evergreen Landscaping, Inc. or Evergreen Landscaping, a California corporation). Thus, it is imperative that the formal business entity is indicated for each contracting party. b. Verification of Entity Registration with the California Secretary of State / Confirmation of Contractor’s License Validity. i. Corporate Status. Prior to entering into the agreement the association should also verify that contractor (e.g. if a corporation, limited liability company or limited partnership) is currently registered with the California Secretary of State. The association may access contractor’s registration status via the Secretary of State’s website located at https://businesssearch.sos. ca.gov/. If the entity’s status is identified as “suspended” the association should

require the contractor to bring the entity into “active” status or, alternatively, the agreement should reflect the individual contractor’s name as the party with whom the agreement is being entered into (e.g. since a suspended entity does not have the power to enter into contracts). ii. Contractor’s License Status. The association should also verify the status of the contractor’s license(s) which may be done by a search of either the contractor’s name/license number on the Secretary of State’s website located at https://www2. cslb.ca.gov/OnlineServices/ CheckLicenseII/ CheckLicense.aspx. If contractor’s license(s) are not active, the association should require contractor to provide evidence of active status prior to commencing work on the project.

"For example, if a Landscape Maintenance Contract is signed by Evergreen Landscaping, you must determine whether this party is a sole proprietorship, partnership, corporation, limited liability company, or some other form of business entity."

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HOA LAW

3. Defining the Priority and Precedence of Contract Documents Many times, associations distribute bid documentation and/or specifications, requesting proposals (often in the form of Requests for Proposals, or “RFPs”). The bid package is then submitted to the association which is evaluated by the board of directors. Often, however, the actual scope of work to be performed by the vendor/contractor is not included within the contract itself, or there is a conflict between the language of the contract, the specifications, and the bid documents. Thus, an effective contract identifies exactly what documents are part of the contract and which takes precedence and controls over the others. For example, a typical contract provision would be as follows: The contract documents consist of this Agreement, the Exhibit A Specifications, the Bid Documents (attached as Exhibit B), as well as all other exhibits attached to this Agreement, and made a part hereof by this reference. If there is any inconsistency between this Agreement and the Exhibit A Specifications, the Exhibit B Bid Documents, and/or other exhibits, then in such an event, the Agreement shall control, take precedence, and supersede over the inconsistent provisions contained in said Exhibit 46

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A Specifications and Exhibit B Bid Documents. Additionally, the Exhibit A Specifications shall take control and precedence over the Exhibit B Bid Documents, where any inconsistency shall occur. Use of the above provision identifies all of the specifications / scope of work to be performed by the vendor/ contractor. Generally, it is helpful that associations attach the specifications or scope of work as an exhibit, so that the actual contract itself does not need to be changed each year, but rather different Exhibit A Specifications and Exhibit B Bid Documents can be attached to the contract (if the scope of work / specifications should change). Additionally, since important insurance and indemnity provisions, such as risk management, are normally contained within the contract itself and since specifications and/or bid documents are usually not drafted by the association's attorney, it is generally beneficial to have the contract itself control over inconsistent provisions within the specifications and bid documents. More to come! Drafting Effective Vendor and Construction Contracts part two will be published in the upcoming June issue of Quorum Magazine.

Mr. Guralnick received his undergraduate degree from Villanova University and his law degree from Pepperdine University. He has been a faculty member of the California Association of Community Managers (CACM) for over 15 years. Mr. Guralnick has also been a long standing member of CACM’s Legislative Committee. He is past president of the Coachella Valley Chapter of the Community Associations Institute (CAI). He is a member of the American, California, Riverside County and Desert Bar Associations. Mr. Guralnick is a frequent lecturer at numerous national conventions for CAI and throughout the State for CACM and other industry trade organizations. Mr. Guralnick has also provided a Legislative and Case Law Update for Southern California Community Associations since 1985. Mr. Guralnick also acts as a mediator particularly for Community Association disputes. He is qualified as an expert on the fiduciary duties of boards of directors as well as other litigation involving community association matters.

CAI-CV Launches New Career Center By CAI-CV’s Professional Managers Committee

he Professional Managers Committee launched the new CAI-CV Career Center on April 1st. The career center is free to all CAI-CV members. Members can access the site at www.cai-cv.org and then by tapping on the RESOURCES button, and then on CAREER CENTER, or CLICK HERE.

HERE ARE A FEW OF THE FEATURES: FOR EMPLOYERS Job Postings • Employers can pay a modest fee and easily post job opportunities online. • Personalized Search and Recommendations • Get increased engagement and job views by recommending opportunities to job seekers based on their prior searches.

A FULL-SERVICE LAW FIRM DEDICATED TO THE SUCCESS OF COMMUNITY ASSOCIATIONS > Legal Opinions > Enforcement > Governing Document Amendments > Contract Review > Assessment Collections > Litigation > Elections/Annual Meetings > General Legal Services

The Recognized Authority in Community Association Law

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• Candidate Screening and Management • Provides employers with functionality to attract, screen and manage applicants online. FOR JOB SEEKERS Job Search • Allows job seekers to easily search and apply for jobs from their mobile devices. • Email Job Matching • Automatically sends jobs of interest to relevant job seekers immediately via email when new jobs are posted. • Job Search Tools The site includes tools for building a resume, career advancement tools, career coaching, and tools for interviewing. The new career center also offers great articles and other content including resume writing tips, interview techniques, job search ideas, and tips on networking. It even offers free resume critiquing. And, if you need additional help, use the career center to connect with certified career coaches who can help you with job search strategies, interview tips and help with your resume. Take some time to go online and check out our new career center! If you have questions or need assistance, call the CAI-CV office at 760-341-0559. CAI-CV.org

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FEATURE

CAI-CV Membership Drive Sponsored by Prendiville Insurance Agency Start recruiting and win cash prizes from CAI-CV and CAI National! Once again, Prendiville Insurance Agency is the title sponsor of the CAI-CV Membership Drive. You can win a $1,000 GRAND PRIZE Travel Voucher to go anywhere you want or turn it in for cash. The $1,000 prize will go to the member who brings in the most recruits during the year. The grand prize will be awarded at the Awards Ceremony on Friday, January 28, 2022. Additionally, each month, the Chapter will hold a random drawing of all recruiters. The winner will receive a $50 Visa gift card, and they will receive a $25 gift card for their new member. Each month, recruiters will also be enrolled in CAI National’s membership drive where they will be eligible for an additional $100 or $200 prize based on the number of their recruits. They will also be eligible for CAI National’s coveted Recruiter of the Year Award. This year, if we bring in 50 new members, CAI National will give the Chapter a $20,000 grant!

USE THESE LINKS TO ASSIST YOU WITH YOUR RECRUITING!

$295 for 15 Memberships: CLICK HERE • All Board Members • All Committee Chairs/Co-Chairs • Key Committee Members • Potential Board Members

$125 CLICK HERE • Community Volunteers • Individual Residents

Managers $139 CLICK HERE • All Managers • All Assistant Managers • Key Management Company Employees

MEMBERSHIP APPLICATIONS & WHO SHOULD JOIN CAI HOAs

Individual Homeowner Leaders

Management Companies $425 CLICK HERE • All Management Companies

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Multi Chapter Business Partners $325 CLICK HERE • Business Partners Who Are Members of Another CAI Chapter

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Prendiville Insurance Agency | 760-770-5868, Ext. 302 |760-774-2099 (Cell) | Matt@PrendivilleAgency.com 48

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WATER WISE

CVWD Awarded $2.9 Million Federal Grant for Flood Control By CVWD

oachella Valley Water District (CVWD) has received a $2.9 million grant that will help fund a construction project that will improve the flood protection system in North Indio, including the Talavera master planned community. Once the East Side Dike Improvement Project is completed, CVWD expects that properties in the area will be removed from federal flood insurance rolls. The project will add six-tenths of a mile of concrete slope lining along the north side of the East Side Dike from Dune Palms Road southeast to Montgomery Drive in Talavera. The U.S Bureau of Reclamation built the dike in 1948 to protect the Coachella Canal and agricultural lands. It directs floodwaters from nearby watersheds in North Indio to the Coachella Valley Storm Channel and ultimately the Salton Sea. Studies have shown this portion of the dike could be susceptible to erosion during a 100-year flood and needs our protection. It is the only remaining improvement needed for FEMA to certify the dike as providing regional flood protection to adjacent developments and lands in North Indio. The improvements will allow CVWD to submit a flood map revision with FEMA to remove the Talavera community, nearby area, and CVWD’s Wastewater Reclamation Plant No. 7 from the existing Special Flood Hazard Area and certify the dike as a flood protection structure. Once the dike is certified a statutory requirement for flood insurance in the area can be removed. Estimated total cost of the project is $3.9 million. CVWD’s $2.9 million grant for the project came from FEMA’s Hazard Mitigation Grant Program. The District’s cost share match is $975,000 or 25%. CVWD forecasts construction to start this summer and last for about seven months. The slope lining will require approximately 2,850 cubic yards of concrete and 23 cubic years of rebar. Construction equipment will access the site from Dune Palms Road and the intersection of Avenue 48 and Madison Street. More information can be found on CVWD’s website at www.cvwd.org. CAI-CV.org

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