May 2022 HOA Living Magazine by CAI-Coachella Valley Chapter

MAY 2022

MAGA ZINE

COMMUNITY ASSOCIATIONS INSTITUTE | COACHELLA VALLEY CHAPTER

ACHIEVEMENT AWARD

EXECUTIVE DIRECTOR RISING STAR AWARD

Leadership Programming Succession Planning Initiative

CAI-CV Executive Director Cal Lockett

This is CAI-CV’s 21st Chapter Achievement Award

EXCELLENCE AWARD

VOLUNTEER OF THE YEAR AWARD

Chapter Operations & Sustainability (85%) Leadership (84%) Membership Engagement (87%) Out of the Box Programming (81%) Public Affairs (94%)

CAI-CV President Clint Atherton, PCAM, LSM General Manager, Sun City Palm Desert Awarded by the California Legislative Action Committee

INSIDE

This is CAI-CV’s 3rd Chapter Excellence Award

3 HOMEOWNER LEADER OF THE YEAR AWARD CAI-CV Director Mike Traidman President of Mira Vista at Mission Hills HOA Awarded by CAI’s Foundation for Community Association Research

C A I- C V WI N S S TAT E & N AT I O N A L ACHIEVEMENT AND E XC E L L E N C E AWA R D S

CAI-CV Wins New National and Statewide Recognition

13 16

Now That You're on the Board - HELP!

18 22

Time to Resurface Your Pool Deck?

25 29

Tips for Keeping Your Pool Healthy

Budgets, Reserves & Inflation from a CPA’s Perspective The CAI-CV Medallion Award - A Board Member Experience The Silent Battle – Pool Chemistry

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In high school, Mike was caught digging a pool behind the football field… by hand! Today he remodels pools! Was there ever any doubt?

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

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HOA Living | MAY, 2022

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 too 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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NEW AND RENEWING MEMBERS NEW NATIONAL CORPORATE MEMBER LIFTMASTER- CHAMBERLAIN GROUP Kenny Potter (310) 713-8509 Kenneth.potter@liftmaster.com

NEW BUSINES PARTNER MEMBERS CRT ROOFING CO.

Jorge Solano (909) 782-0352 jorgejr@crtroofing.com

RENEWING BUSINESS PARTNER MEMBERS ASSOCIATION RESERVES- CA/INLAND EMPIRE Kevin Leonard (909) 906-1025 kleonard@reservestudy.com

BARCODE AUTOMATION, INC. Ryan Waxberg (407) 327-2177 ryan@barcode-automation.com

DIVERSIFIED WATERSCAPES, INC. Maria Angel (949) 582-5414 m6a2@dwiwater.com

FLOOD RESPONSE, A DIVISION OF MACDONALD SERVICE GROUP, INC. Christopher Cellini (610) 633-9346 chris@floodresponse.com

KASDAN TURNER THOMSON BOOTH LLP

Jared Knight (951) 454-2500 Jknight@vistapaint.com

RENEWING MANAGEMENT COMPANY MEMBERS ASSOCIA DESERT RESORT MANAGEMENT Samuel Rodriguez (760) 346-1161 srodriguez@drminternet.com

THE MANAGEMENT TRUST, DESERT REGION

Damian Jenkins (760) 776-5100 (6317) damian.jenkins@managementtrust.com

PERSONALIZED PROPERTY MANAGEMENT CO. Richard Warfield (760) 325-9500 rwarfield@ppminternet.com

NEW MANAGER MEMBERSHIP ASSOCIA DESERT RESORT MANAGEMENT Melanie Brown (760) 346-1161 mbrown@drminternet.com

RENEWING MANAGER MEMBERS ASSOCIA DESERT RESORT MANAGEMENT

NPG ASPHALT

Linda Alexander (760) 346-1161 lalexander@drminternet.com Kristin Berryhill-Hood (760) 346-1161 kberryhillhood@drminternet.com Dana Brown (760) 324-1873 dsb9861@yahoo.com Samuel Rodriguez (760) 346-1161 srodriguez@drminternet.com

O'CONNELL LANDSCAPE MAINTENANCE

John Edwards (760) 323-7157 managermarabelle@gmail.com

Ritchie Lipson (949) 906-9220 rlipson@kasdancdlaw.com

MCKENZIE RYAN & MENA, LLP Daniel Ryan (415) 637-4859 dryan@mrcdlaw.com

NLB CONSULTING

Lee Bothe (760) 323-7475 lee@nlbconsultingfirm.com Kymberli Burke (760) 822-3258 kymberliburke@npgasphalt.com Lydia Huh (949) 994-0069 Lhuh@oclm.com

VISTA PAINT CORPORATION

HOA Living | MAY, 2022

MARABELLE ESTATES

MORNINGSIDE COMMUNITY ASSOCIATION

Michele Abdelnour (760) 328-3323 mabdelnour@morningsideca.com

PALM DESERT GREENS ASSOCIATION

RENEWING VOLUNTEER LEADERS

Sara Fenimore (760) 346-8005 sfenimore@pdgcc.org

Louise Stettler

PERSONALIZED PROPERTY MANAGEMENT CO

Bill Bergstrom Russ Holowachuk Robert Mangold Terri Swartz Peter Webb

Patricia Moeller (760) 325-9500 pmoeller@ppminternet.com

THE MANAGEMENT TRUST, DESERT REGION Ellen Woolard (760) 776-5100 solstice46@earthlink.net

SUN CITY PALM DESERT

Armann Rohde (760) 200-2106 armann.rohde@scpdca.com

NEW VOLUNTEER LEADERS CATHEDRAL CANYON COUNTRY CLUB HOA #9 Cindy Zehander David Pozzi

DESERT PRINCESS HOMEOWNERS ASSOCIATION Mark Brown Martin Backstrom

LA ROCCA CONDOMINIUM OWNERS ASSOCIATION David Slagle

LOS LAGOS HOMEOWNERS ASSOCIATION Gay Baker John Price Jim Turcott

PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION James Holmes

SHADOW MOUNTAIN FAIRWAY COTTAGES

DESERT PRINCESS HOMEOWNERS ASSOCIATION

INDIAN CREEK VILLAS Peter Chryss Sandra Short Randall Steele

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

MIRA VISTA AT MISSION HILLS Jim Bradfield Phyllis Cooper Kay Everley Rosalyn Goldstein Carol Levine Ron Novak Don Palmer Guido Portante Marcia Ruthledge Paul Sepulveda Michael Traidman Carol Trent Acosta Jim Wegge

ST. AUGUSTINE OWNERS ASSOCIATION

Jason Cook Keith Fisher Bill Heimkes Dennis Panzer

Benjamin Boish Sarah Disney Sabina Dorn Jon Jahr

SILVER SANDS HOMEOWNERS ASSOCIATION

TRILOGY AT LA QUINTA MAINTENANCE ASSOCIATION

Robin Harper Ronald Hinton

WATERCOLORS AT LA QUINTA HOMEOWNERS ASSOCIATION Laurie Chandler

Brian Mooney Mark Reider

CAI-CV

EDUCATED BUSINESS PARTNER

2022 HOA LIVING COMMITTEE MEMBERS

FEATURES

JENNIFER JAMES, ESQ., CHAIR

CAI-CV Wins New National and Statewide Recognition

Chapter Angels

Now That You're on the Board - HELP!

Budgets, Reserves & Inflation from a CPA’s Perspective

Time to Resurface Your Pool Deck?

Tips for Keeping Your Pool Healthy

The Silent Battle – Pool Chemistry

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 (Ret.)

BRIAN BERCE

Golden Alliance Insurance CAI-CV

KIMBERLY BURNETT

EDUCATED BUSINESS PARTNER

DSI Security Services

SIERRA CARR, CMCA, AMS, CCAM, PCAM Associa Desert Resort Management

MEAGHAN GAFFNEY-HOWE, CMCA, AMS The Gaffney Group, Inc.

JAY JARVIS, CMCA, CCAM, AMS Albert Management, Inc.

By CAI-CV HOA Living Committee

By Brigadier General (Retired) Guido Portante By Wayne E. Carlsen, CPA

When a Maintenance Coat Just Isn’t Enough By Chris Sigler, B.S.C.E., C.D.T. By Coachella Valley Water District By Mark Feldstein

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

BRUCE LATTA, CMCA

Parc La Quinta HOA

ASHLEY LAYTON, PCAM, AMS, CMCA

Premier Community Association Management

GLENN A. MILLER, CGCS

DEPARTMENTS SECURITY & GATES 30

Southwest Landscape & Maintenance, LLC

JAMIE PRICER

Coachella Valley Water District

JASON SAVLOV, ESQ.

Adams | Stirling, PLC

By Rebecca Peterson

FINANCE 34

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

C.L. Sigler & Associates, Inc.

HOLLY SMITH, CMCA, AMS, PCAM

Associa Desert Resort Management

CREATIVE DIRECTOR & GRAPHIC DESIGNER

FIVE Ways a Smart Access Control App Delights Both Residents and Community Managers

Reading Financial Statements Series© Your Association’s Year End Accounting Review By Jeremy Newman, CPA

WATER WISE 37

Drought Emergency Rules in The Forecast By Ashley Metzger

RODNEY BISSELL

Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749 ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION admin@cai-cv.org

The Desert’s #1 Choice for Asphalt Repair & Maintenance SUBSCRIBER SERVICES

The Coachella Valley HOA Living 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 HOA Living are subject to editing and rewriting by the HOA Living Committee.

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Do you need a little deliciousness in your life? The HOA Living Committee is collecting recipes for upcoming issues. Send your favorites to RECIPES at HOALiving@cai-cv.org.

CAI-CV

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners

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

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 Erin Klink, Pacific Western Bank Jared Knight, Vista Paint Corporation Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, Sherwin-Williams Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Conserve LandCare Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, CIT

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

HOA Living | MAY, 2022

2022 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS CLINT ATHERTON, CMCA, AMS, PCAM PRESIDENT Sun City Palm Desert

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. PRESIDENT-ELECT

CHAPTER NEWS 4

New & Renewing Members

Have You Heard?

CAI-CV Educated Business Partners

President’s Message

Advertisers

Meet the Board

DAN FARRAR, CMCA, AMS DIRECTOR

Titanium Spotlight

JENNIFER JAMES, ESQ. DIRECTOR

Master Your CAI Business Partner Membership

BRUCE LATTA, CMCA DIRECTOR

Corporate Sponsors

Fiore Racobs & Powers, A PLC

MATT LAWTON, CIC, CIRMS PAST PRESIDENT

Prendiville Insurance Agency

ERIN KELLY SECRETARY

Pacific Western Bank

STEVEN SHUEY, PCAM TREASURER

Personalized Property Management

FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

HOA Legal Services

Parc La Quinta HOA

Bruce Latta, CMCA By Marilyn Ramos

Fiore Racobs & Powers, A PLC NEW Business Partner Toolkit

UPCOMING EVENTS

LILY ORTEGA DIRECTOR

LOUISE STETTLER DIRECTOR

CAI Annual Conference & Exposition Community Now

CAI-CV Comedy Night

MIKE TRAIDMAN DIRECTOR

CAI-CV Educational Lunch Program & Mini Trade Show

Pro Landscaping, Inc.

Palm Desert Greens Country Club HOA

Mira Vista at Mission Hills HOA CAI Coachella Valley Office 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org

CAL LOCKETT

Executive Director clockett@cai-cv.org The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services. The Coachella Valley Chapter has not verified and/or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.

Thursday, June 9, 2022, Sun City Palm Desert

Pool Issues – A Deeper Dive Friday, May 20, 2022, Sun City Palm Desert

What Makes and HOA Among the Best?

Upcoming Events

Zoom Call with Mark Dodge, CMCA, AMS President of Associa Desert Resort Management Thursday, May 19, 2022

PAST EVENT PHOTOS & SPONSORS 20

CAI-CV Educational Lunch Program & Mini Trade Show

April 22, 2022, DeMISTifying Water Irrigation Issues in the Desert

Scholarship Social Trivia Night

Thursday, April 7, 2022 | La Quinta Brewery CAI-CV.org

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@CAI-CV

President’s Message Clint Atherton, CMCA, AMS, PCAM General Manager Sun City Palm Desert Community Association

I want to start out by congratulating all our committees and volunteers for their 2021 successes that are being recognized later this week at the CAI National Conference in Orlando. You can find more information about our awards on page 10. These awards are confirmation that CAI-CV continues to provide high quality programming for our members. The National Awards ceremony will be held at the conference general session on Friday, May 6th. We hope to see you there! If you are unable to attend, stay tuned - we will have lots of photos in the next issue of HOA Living Magazine. Our May educational programs include a Board Member Workshop on Tuesday, May 10th, about asphalt called “Proactive vs Reactive” that will be taught by Gary Butler from Asphalt MD’s. For managers, we have an all-day training (6 CEUs) called CAM DAY, which will take place at the beautiful Villa Portofino clubhouse in Palm Desert. This is also a great opportunity for managers to network. Following CAM DAY, the Professional Managers Committee will host a PCAM Social to honor our Valley PCAMs and encourage managers to pursue CAI’s top designation. The social will take place from 5:00 p.m. to 7:00 p.m. at Villa Portofino. Business partners may participate in the mini trade show during CAM DAY. Registration information for CAM DAY can be found at www.cai-cv.org. The Desert Cities HOA Council (DCHC) will have their virtual program on Thursday, May 19th via Zoom. Contact Tammy Walls at tammy_walls@yahoo.com for more information or to be added to the DCHC mailing list. DCHC offers community board members free monthly education. On Friday, May 20th, we will have our next Educational Lunch Program & Mini Trade show at Sun City Palm Desert on the topic “Pool Issues – A Deeper Dive.” Our guest speakers are Mark Guithues, Esq. (Community Legal Advisors Inc.), Alan Smith (Alan Smith Pool Plastering & Remodeling), and John Walters, AMS, CMCA, (Associa DRM). The program will be held at Sun City Palm Desert. Thanks to the Education Committee for another fantastic Manager on the Run (MOTR) on Friday, April 1st, and a special thanks to our guest speaker, Katie Stice, President & CEO, Rancho Mirage Chamber of Commerce. Katie did a great job presenting on creating a positive HOA lifestyle. I also want to thank our guest speakers for the Board Member Workshop on April 5th, Carl Weiss, CCAM-HR, (PGA West Master Association), and Steven Shuey, PCAM, (ret., Personalized Property Management) for their excellent presentation on supporting community amenities. Thanks go out to the Programs Committee for their hard work on the program & mini trade show held at Palm Valley Country Club on April 22nd titled “DeMISTifying Water Irrigation Issues in the Desert.” We are grateful to Jenna Shimmin and Steve Bigley from the Coachella Valley Water District (CVWD) for an excellent presentation. And, thanks go to CAI-CV Director Dan Farrar, (FirstService Residential) and the Golf Committee for an outstanding tournament on April 29th. It was a perfect day for golf, Pictures of the golf tournament will be in the June issue of HOA Living. Wishing all of our members a safe and rewarding May! Thank you!

Clint Atherton, CMCA, AMS, PCAM, is the General Manager of Sun City Palm Desert Community Association. Clint can be reached at 760-200-2224 or by email to clint.atherton@scpdca.com.

HOA Living | MAY, 2022

ASPHALT MD'S IPS – INTERNATIONAL PAVING SERVICES

5 38

ATTORNEYS FIORE RACOBS & POWERS, A PLC

AUDIT & TAX SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC

BUSINESS SERVICES

PWLC II, INC LANDCARE MANAGEMENT

DESERT ARC

CONSTRUCTION VANTAGE POINT CONSTRUCTION, INC.

CONSTRUCTION MANAGEMENT C.L. SIGLER & ASSOCIATES, INC.

DESIGN SERVICES BISSELL DESIGN

LIGHTING MAINTENANCE PWLC II, INC. has been providing quality landscape and golf course maintenane for our clients in Southern California since 1977. Our Palm Springs office employs more than 100 landscape professionals. PWLC specializes in "High End Landscape and Golf Course Maintenance Services". In addition to our maintenance services, PWLC II, INC has a Commercial Tree Division and a Landscape Enhancement Division. We are fully licensed and insured with a $2 Million Liability Insurance. PWLC II, INC licenses include a C27 Landscape Contractors License, California Pest Control License and a "Certified Arborist" on staff. For more information please contact us at (760) 323-9341 or email conniea@pwlc2.com

SUN KING ELECTRIC, INC.

INSURANCE PRENDIVILLE INSURANCE AGENCY

LANDSCAPING CONSERVE LANDCARE PRO LANDSCAPING, INC. PWLC II, INC

ADVERTISERS

ASPHALT

36 23 9

PEST MANAGEMENT POWERFUL PEST MANAGEMENT

POOLS GARDNER OUTDOOR AND POOL REMODELING 2, 6 Congratulations to CAI-CV President Clint Atherton for earning CAI’s Large-Scale Manager (LSM©) designation, and for being awarded CLAC’s VOLUNTEER OF THE YEAR AWARD. Congratulations to CAI-CV Director Mike Traidman for receiving CAI National’s Homeowner Leader of the Year award, and to CAI-CV Executive Director Cal Lockett for winning CAI National’s Rising Star Award. Congratulations also to the CAI-CV Board for winning CAI National’s Achievement Award for their 2021 Succession Planning Initiative. Congratulations to Sierra Carr for earning the Professional Community Association (PCAM©) designation, and Holly Smith for earning the Professional Community Association (PCAM©) designation. CAI will recognize PCAM and LSM designees, along with all the award winners at the National Conference & Expo in Orlando, Florida May 3 – 6, 2022. Congratulations to Shelly Bricker on earning her Certified Community Association Manager (CCAM©) designation in April 2022!

RESERVES SCT RESERVE CONSULTANTS

RESTORATION SERVICES EMPIREWORKS RECONSTRUCTION FLOOD RESPONSE

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ROOFING BRS ROOFING, INC. ROOF ASSET MANAGEMENT, INC.

36 23

SECURITY ALLIED UNIVERSAL BAI – BARCODE AUTOMATION, INC. DSI - SECURITY SERVICES

CAI-CV.org

facebook.com/CAICV

12 23 26

@CAI-CV

CAI-CV Wins New National and Statewide Recognition By CAI-CV HOA Living Committee

AI National announced the awards they will hand out at the upcoming 2022 Annual National Conference & Exposition in Orlando, Florida, on Friday, May 6th. CAI-CV won an Achievement Award in Leadership for its 2021 Succession Planning Initiative. The Chapter also won the Excellence Award for scoring the highest level in all five categories. About 64 CAI Chapters in the U.S. and abroad compete for awards based on chapter size. Awards are given out in five areas of expertise: Chapter Operations & Sustainability, Leadership, Membership Engagement, Out of the Box Programming, and Public Affairs. CAI-CV began competing in the “Very Large” category in 2020 and won one award. Previously, the Chapter won all five Achievement Awards in the “Large” chapter category two years in a row. The award for 2021 Leadership Programming is the Chapter’s 21st Achievement Award, and the Excellence Award is the third time the Chapter has won top ranking in all five achievement categories. CAI National’s Foundation for Community Association Research is also awarding CAI-CV Director Mike Traidman, President of Mira Vista at Mission Hills HOA, the 2021 National Homeowner Leader of the Year Award. This is an amazing honor and well deserved. Mike Traidman is a Director for CAI-CV, served as President of the Chapter for two years, and has served on many committees as Chair, Co-Chair, and as a member. Mike is currently a Delegate for the California Legislative Action Committee (CLAC). He also serves as President of the Desert Cities HOA Council (DCHC), a local organization of more than 600 community board members

1 ACHIEVEMENT AWARD Leadership Programming Succession Planning Initiative This is CAI-CV’s 21st Chapter Achievement Award

who gather for educational purposes. DCHC is now affiliated with CAI-CV through the Chapter’s Homeowner Leader Committee. Mike has served on the National Homeowner Leader Council and is currently on the Board of Commissioners for the Community Association Managers International Certification Board (CAMICB), the governing body of the coveted Certified Manager of Community Associations (CMCA) credential. Congratulations Mike! CAI National is also recognizing Chapter Executive Director Cal Lockett with the Rising Star Award. This award is given out each year to one or two of the top-performing executive directors internationally. Cal came to the Chapter in 2014 after retiring from the corporate world where he served as the California lobbyist for Anthem Blue Cross/Blue Shield and Bank of America. Under Cal’s leadership, the Chapter has been recognized annually for growth, innovation, and many successful programs. Congratulations Cal! The 2021 National Awards will be presented at the General Session of the 2022 Annual Conference & Exposition on Friday, May 6th, at 11:15 a.m. in Orlando, Florida. We hope that many of you will be able to attend. We are also celebrating an award given to CAI-CV President Clint Atherton, PCAM, LSM, General Manager, Sun City Palm Desert, by the California Legislative Action Committee (CLAC). Clint has received CLAC’s 2021 Volunteer of the Year Award. CLAC gives out this award annually to their top volunteer. Clint has served as a Delegate to CLAC and is also chairing their committee on infrastructure and reserves. Congratulations Clint!

2 EXCELLENCE AWARD Chapter Operations & Sustainability (85%) Leadership (84%) Membership Engagement (87%) Out of the Box Programming (81%) Public Affairs (94%) This is CAI-CV’s 3rd Chapter Excellence Award

3 HOMEOWNER LEADER OF THE YEAR AWARD CAI-CV Director Mike Traidman President of Mira Vista at Mission Hills HOA Awarded by CAI’s Foundation for Community Association Research

4 EXECUTIVE DIRECTOR RISING STAR AWARD CAI-CV Executive Director Cal Lockett

5 VOLUNTEER OF THE YEAR AWARD CAI-CV President Clint Atherton, PCAM, LSM General Manager, Sun City Palm Desert

Awarded by the California Legislative Action Committee 10

HOA Living | MAY, 2022

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 - 2021 sponsorships to the Chapter. Please thank them and call on them when you have a need for their services.

GrandManor Alan Smith Pool Plastering Albert Management, Inc. Green Bryant & French, LLP Alliance Association Bank Harvest Landscape Horizon Lighting Inc. AMS Paving, Inc. LaBarre/Oksnee Insurance Agency, Inc. Asphalt MD's Pacific Western Bank BPR Inc. Patrol Masters, Inc. BRS Roofing Inc. Precision Pool Tile Cleaning C. L. Sigler & Associates, Inc. Prendiville Insurance Agency CIT Pro Landscaping, Inc. Conserve LandCare Rey Insurance Services, Inc. Delphi Law Group, LLP Roof Asset Management DSI Security Services Seacoast Commerce Bank Dunn Edwards Paints Securitas Security Services Eagle Roofing Products Sherwin-Williams Paint Company EmpireWorks Reconstruction and Painting Superior Roofing Fiore Racobs & Powers, A PLC The Management Trust Flood Response The Naumann Law Firm, PC Frazier Pest Control, Inc. Vantage Point Construction, Inc. Gardner Outdoor and Pool Vista Paint Corporation Remodeling Western Pacific Roofing

CAI-CV.org

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@CAI-CV

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HOA Living | MAY, 2022

Now That You're on the Board - HELP! By Brigadier General (Retired) Guido Portante

WHAT EVERY HOA BOARD MEMBER NEEDS TO KNOW: When you have been elected or appointed to serve on a Homeowners Association (HOA) Board, it is important to understand exactly what HOA board service means. In simple terms, your job as an HOA board member is to protect and enhance your community. This means maintaining and increasing home values and representing the best interests of ALL your neighbors. In our litigious society, the courts view you as a director of a nonprofit mutual benefit corporation. As such, you have clear fiduciary duties as a corporate board member. If you and your board fail, you are placing yourself, your community, and individual homeowners at risk. For many residents, their home is their largest asset so the impact of bad decisions or even inaction can be devastating.

YOU HAVE A DUTY AND A RESPONSIBILITY TO BE AN EDUCATED HOA CORPORATE DIRECTOR: Why education? CAI tells us that current and future board members can expect: • More Legislation • More Regulation • Progressively more complex Board Fiduciary Requirements • Required Education for Board Members and Certifications The Community Associations Institute (CAI) is the primary source of education for HOA board members worldwide.

With 64 chapters in the U.S. and nine countries, CAI tracks laws, regulations, and best practices and provides its members with the education they need to competently conduct HOA business. You can visit CAI here: www.caionline.org. The Community Associations Institute Coachella Valley Chapter (CAI-CV) is one of the 64 chapters in the U.S. located here in the Coachella Valley. Between CAI and CAI-CV, board members can find a plethora of information to guide them to become educated, knowledgeable, and effective. CAI-CV Mission Statement: The Mission of the Community Association Institute-Coachella Valley Chapter is to be the authoritative source for HOA Education, leadership development, and networking provider to HOA boards, managers, and supportive businesses with the tools they need to foster a Better HOA Living.

You can visit CAI-CV here: www.cai-cv.org CAI-CV.org

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@CAI-CV

COMMUNITY BOARD MEMBERS ARE NOT EXPECTED TO KNOW EVERYTHING. Many board decisions require specific knowledge that typical board members don’t have. Fortunately, boards are not expected to know everything, but they are expected to rely on the advice of professional advisors, including licensed professionals, and credentialed managers. Relying on professional advisors is a good idea even if you have certain expertise like a contractor on your board. Relying on an independent professional advisor transfers risk away from the board. CAI-CV can help you find the right advisors. In the area of community association management, CAI is the primary source of education and professional designations for community association managers. Make sure your manager has one or more of these certifications: Certified Manager of Community Associations (CMCA), Association Management Specialists (AMS), Large-Scale Manager (LSM), Professional Community Association Manager (PCAM), management

HOA Living | MAY, 2022

companies – Accredited Association Management Company (ASMC). Businesses that support HOAs can also take advantage of CAI’s education and designations, including the Reserve Specialists (RS), Community Insurance and Risk Management Specialist (CIRMS), College of Community Association Lawyers (CCAL), and the Educated Business Partner (EBP) distinctions.

FEATURED LISTING NOW THAT YOU ARE ON THE BOARD – WHAT’S NEXT? First Step: Join CAI and CAI-CV. Being a member allows for access to a lot of information that is just a click away. Participation in professional organizations such as CAI and CAI-CV helps cut through the “red tape” you will encounter as a board member. WHAT ARE THE COSTS? Associations are encouraged to budget the following: cost for board members to become members of each CAI and CAI-CV. Currently, associations can join up to 15 board and committee volunteers for only $250 per year. Membership information can be found at: www.caionline.org/JoinNow/ Pages/default.aspx

"ENROLL IN THE CAI BOARD MEMBER DEVELOPMENT WORKSHOP, ALSO KNOWN AS THE BOARD LEADER CERTIFICATE COURSE." Second Step: Enroll in the CAI Board Member Development Workshop, also known as the Board Leader Certificate Course. This is an online course consisting of five modules that can be taken over a period of days by board members. Visit CAI here: www.caionline.org. Once this course is completed the Board member will receive the course PowerPoint slides, hard copy brochures, and manuals for future reference and use.

Third Step: Attend CAI, CAI-CV and Desert Cities HOA Council education. CAI-CV members receive invitations for monthly courses on numerous topics, and to programs taught by HOA attorneys. Taking these classes keeps you

Code. All of which a board member will need to access to determine how to proceed with any issue. For example, how to conduct board meetings, and to learn how elections are determined. Fifth Step: Access your homeowners’

"ATTEND CAI, CAI-CV AND DESERT CITIES HOA COUNCIL EDUCATION." informed about regulatory changes, and provides you with a way to ask general legal questions. Members also receive CAI-CV’s monthly HOA Living Magazine, which includes interesting educational articles and listings of many vendors and professional advisors. HOA Living Magazine is another tool to assist a board member's education process. Fourth Step: Download the DavisStirling Act of California, at www. davis-stirling.com. Laws impacting

governing documents and have them readily available for searching out information on how your association conducts business. Articles of Incorporation: This document establishes the association, names the association, and delineates the purpose of the corporation. Covenants, Conditions, and Restrictions (CC&Rs): Provide a legal description of the property and describe common areas within the association.

"DOWNLOAD THE DAVIS-STIRLING ACT OF CALIFORNIA, AT WWW.DAVIS-STIRLING.COM" homeowner associations include the Business & Professions Code, Civil Code, Code of Regulations, Corporations Code, Government Code, Health & Safety Code, Penal Code, Tax Code, and the Vehicle

CC&Rs govern what owners may, or may not do with their real estate and provides for the establishment of a community association and protocol for levying assessments. This document contains

many for managing an association by its association board. Bylaws: Establish governing regulations for the operation and management of the community association regarding membership, voting requirements, election procedures, committees of the board, and powers and duties of the board. Rules and Regulations: Rules and Regulations are generally established by the Board (with input from members) to delineate procedures to resolve or prevent known problems. Examples: trash pickup, speeding within the community, and many other rules that are thought to enhance the safety, and protection of common property. If you are interested in attending CAI-CV programs or joining the CAI-CV Homeowner Leaders Committee, call the CAI-CV office at (760) 341-0559. BG (Ret) Guido Portante is the Chair of the CAI-CV Homeowner Leader Committee. He is a Board Member and Treasurer at Mira Vista at Mission Hills Homeowners Association. Guido can be reached by email to gportante@aol.com. You may find more information to help community board members at www.cai-cv.org.

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Budgets, Reserves & Inflation from a CPA’s Perspective By Wayne E. Carlsen, CPA

nflation – the nasty word that everyone is aware of. It is now the time to start paying extra attention to your monthly actual to budgeted amounts-to-determine what line items are exceeding the budget for planning for the 2023 budget. This includes the funding of your reserve fund components that will more than likely be significantly higher than your preceding study. The reserve study is an invaluable and integral part of the budgeting process as it provides necessary information as to how much of the total assessment needs to be allocated to the reserve funds. The reserve study also includes what the anticipated reserve expenditures are estimated to occur for the coming year. The board should not only be comparing the actual-to-budgeted numbers in the operating fund but should also be comparing the budgeted reserve expenditures to the actual amounts spent, to avoid overspending from the reserves. Obviously, if you overspend each month, by the end of the year it will result in the reserve funds being underfunded, and the reserve funding will need to be made up at some point in time. Remember, the purpose of a reserve study is to set aside funds for future major repairs and replacements of the common area components. It is not meant to include regular annual maintenance items such as roof maintenance, irrigation repairs, or tree trimming. Because of this, I highly recommend that a minimum dollar threshold be established for amounts to be included in the reserve study and even more importantly,

HOA Living | MAY, 2022

"I highly recommend that a minimum dollar threshold be established for amounts to be included in the reserve study and even more importantly, for amounts charged to the reserves." for amounts charged to the reserves. By underfunding your reserves, you are only fooling yourself and “kicking the can down the road” when eventually assessments will have to be raised for yourselves or future owners, or even worse, a special assessment levied in order to maintain the common areas. Get together with your landscape professionals, reserve specialist, committee members, and manager to assure you are getting a complete and accurate budget and reserve study for the benefit of all the members of your association. Wayne E. Carlsen, CPA, is Partner and Co-founder of Brabo & Carlsen, LLP. Mr. Carlsen is a CPA who specializes in auditing and tax planning. His areas of expertise range from for-profit and non-profit sectors with a concentration in country clubs and CIDs. He is also a member and Past Treasurer and Board Member of CAI-CV. Wayne can be reached at (760) 320-0848 or by email at wayne@brabo-carlsen.com.

MEE T T HE BOARD | Bruce Latta By Marilyn Ramos

his article is part of an ongoing series featuring CAI-CV Board members and Committee chairs. Today, we profile the Chapter’s newest board member, Bruce Latta. Bruce has recently served as chair of the CAI-CV Homeowner Leader Committee. He is the recipient of the CAI-CV Above and Beyond and Coachella Valley Homeowner Leader of the Year awards. He has also completed CAI’s new national board member certification. Bruce recently served four years on the board of directors of the Parc La Quinta Homeowners Association, and as board president two of those years. Bruce was born and raised in Azusa, in the San Gabriel Valley suburbs of Los Angeles. He came to the Coachella Valley in 1994 for work and has lived here ever since. He and his wife, Wanda, live in Parc La Quinta, a gated community of 150 single-family homes. They have three grown children. Bruce received his BA degree in political science from Cal State University Los Angeles. He also has earned several certifications, including Meetings and Event Planning from San Diego State University Extension, and another in Customer Service from College of the Desert. He is a Certified Fair Executive (CFE) earned from the International Festivals & Events Association (IFEA) and has completed FEMA’s Community Emergency Response Team (CERT) training. Bruce also holds CAI’s Certified Manager of Community Associations (CMCA) designation. Bruce’s management career included working for 23 years in the fair, festival, and events industry. He was the Operations Department Manager at the Los Angeles County Fair and later appointed by Governor Pete Wilson as the Program Manager for the California State Fair. Locally, he served as the manager of the Riverside County Fair and National Date Festival and the Indio International Tamale Festival. He worked for the U.S. Department of Commerce on the 2010 census as a field supervisor and then "Currently, Bruce is a sole started his property proprietor and provides management career. Subsequently, when commercial property he worked for a commanagement services." mercial developer, he served as the startup manager for the Jackson and Monroe Master, Commercial, and Residential Associations. Bruce has also served in two elected positions — two terms on the Citrus Community College Board of Trustees and following that, two terms on the Azusa City Council. Currently, Bruce is a sole proprietor and provides commercial property management services. His clients include two commercial land developers in Indio. Bruce said, “My services and duties vary and include just about anything that affects the properties, including proper maintenance, signage, creating

some marketing, advertising, and promotions, representing the clients with city and county government agencies, and addressing code enforcement citation issues such as cleanup of illegal dumping or homeless camping. Bruce said that one of his Bruce Latta most interesting HOA related jobs was assisting with the dissolution of the Jackson and Monroe Associations. A large well-known retailer refused to close escrow on the purchase of a parcel until the associations were eliminated. Bruce assisted the developer by obtaining the needed signatures from 75 percent of the 50 different parcel owners in the associations, which also resulted in eliminating his job as the manager of the associations. When asked about his greatest professional achievement, Bruce gave a couple of interesting examples. He organized a community group in Azusa to obtain paramedics for the community. The group circulated petitions and qualified an initiative for the local ballot. It called for merging the city’s fire department with Los Angeles County’s fire department in order to have paramedic services. It would also reduce the city’s fire service costs. It was approved by 60 percent of the voters. When operations manager for the LA County Fair, Bruce tells of how the large weekend crowds could be a little overwhelming. He assisted forming and chaired a traffic control committee, which included the fair’s staff and all government agencies affected. It met and planned for months. The next year’s busiest Saturday, “We parked 50,000 vehicles and there were over 170,000 people on the grounds that day. We got them in, entertained them, fed them, and sent them home with hardly a glitch.” When not busy with clients or CAI, Bruce has been an active member of the Indio Rotary Club community service organization for 25 years. Bruce said he first joined CAI-CV as an association manager for the educational opportunities and more recently as a homeowner leader member to help him understand his role and do the job as best he can, and now he is a CAI-CV Board member. Thank you, Bruce, for your continued service to CAI-CV. Bruce can be reached at lattabruce@aol.com. Marilyn Ramos is a paralegal for Guralnick & Gilliland, LLP. She can be reached at (760) 340-1515 or by email at MarilynR@gghoalaw.com.

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Time to Resurface Your Pool Deck? When a Maintenance Coat Just Isn’t Enough By Chris Sigler, B.S.C.E., C.D.T. FIXING THE PROBLEMS – WHEN HAVE YOU ARRIVED AT THE LAW OF DIMINISHING RETURNS?

ne of the most important amenities that many communities have are their swimming pools and spas. These are typically places where residents find socialization, rest, and a place to cool off during the hot summer. Having a well-maintained pool and recreational space is important for home values and serves as an attractive feature for anyone living or vacationing in the Coachella Valley. There are so many different types of pool deck surfaces throughout the Valley, but the most common pool deck surface treatment is a textured coating system. Coated and textured concrete can be challenging to maintain, but if inspections are performed regularly (every two to three years) by an independent professional or a trusted pool deck specialty contractor, the concrete decks can last for many decades. Concrete is a porous material and, like many building materials, it expands and contracts with temperature and exterior exposures, which must be considered when maintaining a deck.

Can these types of cracks, spalls, and rusted components be fixed and coated over to refresh the pool deck and make it pretty and comfortable on the feet again? I spoke to CAI-CV member, Marshall Cooper, owner of Cooper Coatings in Palm Springs, about this topic. Marshall indicated, “In many cases, yes. If there are a few hairline cracks here and there, and some corrosion at a few locations but the rest of the deck is structurally solid, you can probably repair the deck for another maintenance cycle. It’s mostly about whether the deck is still structurally sound.” Structurally sound, he explained, is when the cracks in the concrete are minimal and observed in a small percentage of the deck. Examples of excessively deteriorated pool decks:

KEY FACTORS IN A LONG USEFUL LIFE IN ANY CONCRETE DECK: • Plenty of expansion and control joints • High-quality sealants and coating materials • Regular touchups of concrete, corrosion treatment, and top coating If you are maintaining your pool decks on a regular cycle, check for water exposure. Water should not have the opportunity to undermine either the concrete or coating system.

Cracking

COMMON POOL DECK PROBLEMS

Delamination

If an association gets behind on the maintenance of its pool decks, the following common deficiencies and issues arise: • Excessive cracking • Spalling of concrete surface

Drain Issues

• Corrosion bleeds from metal components • Delamination of the coating system • Poor drainage

HOA Living | MAY, 2022

Corrosion

WHEN IS IT TIME TO STOP PATCHING AN OLD COATING SYSTEM AND CONSIDER RESURFACING THE DECKS? • When there are multiple areas of cracks broadcasting through the concrete and coating system.

and coating system that is currently on your pool deck with mechanical grinding, down to the original bare concrete substrate, except where adhesion would not allow some of the prior system to be completely removed.

• When cracks are more than one-eighth of an inch. • When peeling or spalling happens in more than one area. • When drain locations have multiple cracks coming off the drain location. • When your reserve analyst or independent advisor tells you that there is no remaining useful life in the current/ existing deck coating system. Unfortunately, many HOAs are tight on reserves and end up continuing to pursue the less-expensive repair options for far too long, over too many maintenance cycles. While this is less painful in the short term, over time, the law of diminishing returns kicks in and an HOA ends up chasing good money after bad. As Marshall humbly put it, “We can fix almost anything but the choice of repair vs. resurfacing always seems to circle back to the dollars.” Even when a pool deck is distressed and in poor condition, repairs are usually half the cost or even less when compared to the full resurfacing system. Many times, it is a best practice to consult a professional advisor to help the association assess options. Look for an independent construction consultant, a coating systems manufacturer’s representative, or an experienced and trusted contractor who specializes in concrete coatings and waterproofing systems. Such an advisor can inspect your pool decks and provide an evaluation of when it’s time to resurface your decks.

The grinder

Deck wetted down

Ground down surface

Once this is done, cracks are grooved with a blade on a power tool, filled with high strength material, and the substrate is prepared to receive a completely new coating system, which is generally comprised of: • Vapor barriers • Cementitious base layer(s), sloping

RESURFACING – A QUICK OVERVIEW

• Additional layers applied atop the base

Resurfacing is a “purer” deck renovation, in that it removes the texture

• Texture

The materials that comprise these types of systems could include acrylic, urethane, and/or epoxy products, depending upon the system specified. Most topcoats are acrylics, but there are other options to consider for durability and longevity. There are also some very interesting new topcoat products to consider, which claim to reduce UV absorption, thus becoming cooler than other coatings. These products are still relatively new but show promise in the marketplace. We will see if these UV-resistant topcoats take hold in the market and prove to be a common option. Regardless of your choice of pool renovation level, always consider the use of a professional advisor, and fully analyze both short-term and long-term costs when considering your pool deck renovations. Work with an experienced specialty contractor who is highly experienced in pool deck renovations whenever possible and obtain a solid warranty from the contractor and manufacturer. Using best practices, we can all continue to maintain, repair, resurface and beautify our treasured pool areas for the comfort and enjoyment of all! Chris Sigler is the President and owner of C.L. Sigler & Associates, Inc., a construction management and consulting firm that has exclusively served the HOA industry for 21 years. He is a Civil Engineer by trade, with 30 years of engineering and construction experience. Chris is certified by the Construction Specifications Institute (CSI) as a Construction Documents Technologist. He is in Palm Desert, and his firm serves the Coachella Valley and Riverside Counties from their Southern California Office while serving the San Francisco Bay Area in Northern California from their San Jose Corporate office. Chris can be reached by cell at (408) 210-8003 or by email at chris@siglercm.com.

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THE CAI-CV MEDALLION AWARD A BOARD MEMBER EXPERIENCE By Tony Michaelis

ow is your HOA doing? As a board member, I have taken the time to learn about our HOA’s finances and operations, but I often wondered whether we were following best practices in all areas. One of our longtime board members and our community manager, suggested we consider applying for the Community Associations Institute – Coachella Valley Chapter (CAI-CV) Medallion Award Program in an effort to obtain an independent review of our HOA operations. I was a bit skeptical at first, but our Board agreed to the process and I have found the review and benefits to be a huge positive for our community. The following is a summary of our journey: Application: The Medallion Award application is a questionnaire designed to evaluate an HOA’s best practices in all operational categories: governing documents, elections, meetings & committees, record keeping, policies, legal, board education, insurance, sales and resales, contracts, financials, reserves, maintenance, rules

HOA Living | MAY, 2022

enforcement and architectural control, communications and building community. The application is reviewed by a CAI-CV homeowner leadership committee, which provides feedback and determines whether you meet best practice status in all categories. If there are deficiencies, the $300 application fee is waived and you can apply again, once all standards are achieved. Award & Benefits: We received our Medallion award plaque at an award ceremony in our community (we also created an entrance sign from the award design. There was also a photo session that was used to highlight our homes and community common areas which culminated in a feature article in CAI-CV HOA Living magazine. We purchased article copies which were sent to all homeowners and are currently being used in our welcome packet for new residents. These benefits instill confidence in our board, promote homeow ner pride in our community and enhance property values (CAI-CV sends a list of Medallion communities to local Realtor associations).

Overall, it provides reassurance that we are on the right track and have gone through an independent review of our HOA operations. The CAI-CV Medallion Award Program is just one of many benefits our HOA and Board have received for our membership in CAI. To apply for the Medallion Award, CLICK HERE Tony Michaelis is President of the Montage at Mission Hills HOA. Tony can be reached at tonymichaelis@icloud.com.

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Tips for Keeping Your Pool Healthy By Coachella Valley Water District (CVWD)

s desert temperatures rise, you may be anxious for time in your pool. Is it ready for you? To make sure your pool will offer splashing good times, you or your pool technicians should follow these basic maintenance steps. • Keep the water clean and clear. Remove leaves and other materials that blow into the pool. You may need to skim the pool with a handheld net to prevent floating debris from falling to the bottom. • Vacuum regularly to remove dirt, sand and debris, or install an automatic pool cleaner.

• Keep the pool surfaces in good condition. Most pools have ceramic tiles at the waterline for several reasons. First, tiles waterproof the waterline area. Pool plaster exposed to open air is susceptible to cracks or flaking. Tile enhances a pool’s beauty and makes it easier to remove calcium and mineral deposits. Sunscreen oils, body oils, dust and pollen can form a film at the waterline. The film is easier to remove from tiles instead of plaster. • Keep pipes, filters and motors in good working order.

• Clean the skimmer basket and strainer basket at the pump when they fill with debris, or at least weekly. That allows the pool filter to run more efficiently.

• To maintain circulation, run the pool pump at least 8 hours a day. This will help the water stay clean and clear and evenly distribute chemicals.

• Test your pool water. Make sure the water contains the appropriate levels of chemicals. Chemical imbalances can irritate skin and cause plaster to flake.

• Evaporation may cause the water level to drop during the hot months. If it gets too low, it can affect your pool system, even causing a pump

motor to burn out. Replace the water using a garden hose. • If you suspect your pool water level has dropped too much, or your water bill seems unusually high, check for leaks. Coachella Valley Water District offers an easy guide to finding leaks in your pool. CVWD is a public agency governed by a five-member board of directors. The district provides domestic and irrigation water, agricultural drainage, wastewater treatment and reclamation services, regional stormwater protection, groundwater management and water conservation. It serves approximately 108,000 residential and business customers across 1,000 square miles located primarily in Riverside County, but also in portions of Imperial and San Diego counties. More information about CVWD can be found at www.cvwd.org.

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THANK YOU TO FIORE RACOBS & POWERS FOR THEIR GENEROUS SUPPORT OF CAI-CV

The Recognized Authority in Community Association Law Fiore Racobs & Powers is a pioneer in residential and commercial community association law in Southern California, strictly limiting our practice of law to representing common interest development associations. Since opening our doors in April 1973, Fiore Racobs & Powers has expanded to four offices, located in the Coachella Valley, the Inland Empire, Orange County, and San Diego County. Our firm was founded on the core value of people making a difference through the practice of law. We are dedicated to the success of community associations through the practice of law, the education of our clients and industry professionals, and the advancement of public policy.

Our practice areas include:

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• Contract Review The firm is fourteen attorneys strong. We are happy to have Julie R. Balbini, Esq., who has practiced law in the Valley since 2002, as Shareholder and Managing Attorney of the Coachella Valley office. Since joining the firm, she has been very active in CAI-CV. Julie is President Elect of CAI-CV and Co-Chair of the Programs Committee. She was recently honored with the Chapter's 2020 Distinguished Service Award and is a former President of the Desert Bar Association. A highlight in the firm's history was representing the plaintiff in Villa De Las Palmas Homeowners Association v. Terifaj from trial to the California Supreme Court. In that case, the Palm Springs association sought to enforce a new “no pets” restriction in the association’s amended and restated declaration of covenants, conditions, and restrictions. The association prevailed at trial, and in the Court of Appeal. The California Supreme Court then took up the case and made the landmark ruling that restrictions added to an association's recorded declaration by amendment are entitled to the same presumption of reasonableness as the restrictions in the original declaration. Fiore Racobs & Powers’ relationship with CAI began in the early 1980s. CAI was one of the few organizations that promoted education for community associations and the professionals who support them. The firm recognized the importance of education to both the industry and legislators in Sacramento. The firm's Founder and President, Richard S. Fiore, Esq., CCAL, played a significant role in forming the California Legislative Action Committee ("CLAC") in the 1980's and served as Chair from 1991-1994, during its pivotal growth years. The firm continues to be active in promoting the industry's objectives in the legislative arena. Fiore Racobs & Powers looks forward to continuing our close relationship with CAI as part of our commitment to making a difference through the practice of law. Thank you to Fiore Racobs & Powers for their generous support of CAI-CV!

HOA Living | MAY, 2022

The Silent Battle - Pool Chemistry By Mark Feldstein

here is a very quiet, yet persistent battle waging beneath the calm surface of a swimming pool. From the moment a new pool finish is applied to a pool or spa and filled with water, the battle begins. We have all heard the expression, “Water seeks its own level”. Well, that also applies to water chemistry. Water naturally seeks equilibrium or ‘its own level’, If, for example, the water being used to fill the pool has low Calcium Hardness levels, unless the pool maintenance technician remedies this by adding Calcium Chloride during the fill to proper levels, a minimum of 200 PPM, water will attempt to find this balance by leeching calcium out of the pool finish. This practice will help prevent the leeching process from occurring. This must be combined with being careful not to cause over-stabilization of chlorine by over-using Trichlor or Dichlor tabs (cyanuric acid). Commercial pools regularly use these tabs and overuse suppresses alkalinity. It also slows down Chlorine’s ability to kill pathogens and algae. Over-stabilization, highly conditioned water, causing low alkalinity makes water aggressive which can cause etching and irreparably damage the pool surface. To prevent this, water chemistry must be carefully monitored, maintained and adjusted keeping in mind that the amount of pool usage and weather conditions can impact water chemistry. This is why what worked last month may not work this month – actual water testing is necessary. Chemicals should never be blindly added to the pool because “that’s how much I added last week”.

Draining and refilling pools when Total Dissolved Solids (TDS) gets close to 2,000 PPM also helps to eliminate build-up. Learn five factors that play a major role in swimming pool water chemistry, and how you can control common issues in this area.

Swimming Pool Water Chemistry: pH Balance pH is the major factor you should keep balanced when maintaining your swimming pool water chemistry. pH refers to the level of acidity in your water and comes from the use of chemicals to keep it balanced and free from contaminants and algae growth. You want your pH to remain between 7.4 to 7.6 at all times to avoid burning eyes and to allow for free chlorine use.

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Closely connected to pH, the alkalinity is the amount of base, or hydrogen ions, in your water. It also refers to the ability of your water to contain and reduce the loss of hydrogen. Keeping your alkalinity balanced helps to keep your pH levels optimal when additional acids or bases are introduced to the water. You want your pool’s alkalinity to be between 80 to 120 parts per million (PPM).

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Pool Water Calcium Hardness Levels Your pool has dissolved calcium salts in its water. These can increase from the oils and salts on people’s skin, from debris that falls into your pool, and from the chemical reactions that form from maintaining your water balance. You want to keep these levels between 200 and 400 ppm. If the calcium level is too low, it can create pitting in the plaster, while high amounts of calcium make the water cloudy and can result in scaling.

TDS (Total Dissolved Solids) in Your Swimming Pool When a pool has been in use for a long time, things like suntan lotion, chlorides, dirt, debris, algaecides, and other contaminants can be introduced into the water from leaves, tree bark, dirt, skin chemistry, and other factors. TDS can’t be avoided, but it should be kept between 300 and 1,800 ppm.

Pool Chlorine Levels Chlorine is, for many people, a vital part of keeping the chemistry in their water properly balanced. Too much chlorine, and you’ll end up with burning inLic the#896061 eyes and a strong C-53 odor. Too little, and the pool’s alkalinity and pH will be out of control, leading to things like cloudy water and algae growth. Ideal chlorine levels should be at 0.2ppm or less, and free chlorine should be in the range of 1 to 3 pm. Mark Feldstein is the CFO and Marketing Director for Gardner Outdoor and Pool Remodeling, which has been serving the Southern California area since 1969. As one of the States and the exclusive SoCal referral partner of Leslie’s Pool Supplies, Gardner Remodeling is the premier pool contractor in San Diego County, LA County, Orange County, and Coachella Valley. You can contact our Indio office at 760-342-9756. Mark can be reached by email at markf@gardnerremodel.com. 30

HOA Living | MAY, 2022

FIVE Ways a Smart Access Control App Delights Both Residents and Community Managers By Rebecca Peterson

eal estate trends are notoriously tricky. What’s a hot trend now can be considered outdated and a turnoff for potential residents within a few years. There was a time when wall-to-wall carpet and sunken living rooms were very popular, we swear! But when it comes to staying power, digital access upgrades are the in-demand amenities that will always be top-of-mind for residents and prospective tenants. Convenience, control, connectivity, and scalability—smart home systems are no longer just a trend but a priority. In fact, 81% of real estate purchasers say that they would be more inclined to invest in a property if it came with smart technology systems. This means that community managers should focus on integrating smart, convenient, and connected access control systems to attract residents and increase a neighborhood’s value. Smart access control software should be easy to learn and intuitive but robust enough to deliver the smartphone access residents want and the real-time information that managers need.

What is a Smart Access Control System? Digital technology might sound futuristic, but there’s nothing intimidating about it. Access controls systems have been around for millennia. But a modern access control system does more than keep people out—it’s a tool for community management that provides greater security benefits alongside convenience and automation that make a community manager’s job—and residents’ lives—much easier.

How Smart Access Control Systems Work Regardless of the type of property, web-based smart access controls keep properties running at maximum efficiency with multiple options for managing entrances. Whether you manage an apartment complex or a gated community, a cloudbased access control system provides a variety of advanced safety and convenience features that will streamline your work and give residents the digital amenities they want. Smart access control systems are customizable to each property’s requirements, from entry systems, keypads to card readers, video intercoms and more. And because smart access control systems are cloud-based, community managers have the ability to monitor around-the-clock, and residents can rest assured that their safety and security are top priority.

The Benefits of the Smart Access Control App Taking smart access controls a step further, community managers can offer residents their own access through a community app, empowering residents with more transparency and control into their community’s security. Especially now, when the home is also the office, the gym and the place we spend most of our time, residents want to know that their investment in their homes and community is being protected and served by the best in digital solutions.

How to Make the Most of Your Smart Access Control App Today, smart access control systems do more than monitor building entrances. The most trusted and integrated smart access control systems come with a host of capabilities for community managers and residents alike, including: Letting you in when you’ve been locked out. Look for a “press to unlock” feature so that residents can unlock any authorized entrance from their smartphones. It’s easier than ever for residents to let themselves in or open the door for someone else. With video intercom calling capabilities, residents can view and verify their guests’ identities from their smartphones before granting building entry. The app’s one-way video calling and two-way voice communication provide high-definition visuals and audio for safety and convenience, which allows residents to manage guest access to the community. Virtual keys and temporary access passcodes allow residents to give guests and visitors entry access for a limited time without long-term hassles. The ability to open doors and gates hands-free. Residents can open doors easily from the app even when they’re off-site. Ease, efficiency, and effective access are right at your fingertips. Voice control smart access systems can sync to personal assistance apps, such as Siri, so users can command Siri to open doors and gates hands-free.

"81% OF REAL ESTATE PURCHASERS SAY THAT THEY WOULD BE MORE INCLINED TO INVEST IN A PROPERTY IF IT CAME WITH SMART TECHNOLOGY SYSTEMS." Community managers need a modern access control system to address the safety, security, convenience, and connectivity demands of the market. For residents and community managers alike, the confidence in and experience of a trusted, secure access control system will always be on-trend, in-demand, and accessible from the palm of your hand with a smart access control app. Rebecca Peterson is the Group Product Manager for Access Controls at LiftMaster, a leading brand of professionally installed access control solutions. With over a decade of experience in developing new products solutions, leading high-impact product marketing, and strategic programs that deliver impactful solutions to minimize customer pain points, Peterson uses her product expertise to provide solutions for gated communities and multi-dwelling communities. Prior to joining LiftMaster, Peterson worked for System Sensor, where she successfully launched over a dozen new product solutions for the fire and security industry. Peterson holds a MBA with an emphasis in Marketing from Depaul University and a bachelor’s degree in electrical engineering from Northern Illinois University. Rebecca can be reached at rebecca. peterson@chamberlain.com.

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T HUR S DAY, A PR IL 7, 202 2 | L A QUIN TA B R E WERY

Scholarship Social Trivia Night Hosted By CAI-CV Professional Managers Committee to Raise Funds for the CAI-CV Carol A. Fulton Scholarship Fund

THANKS TO OUR SPONSORS

Scholarship Sponsor

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HOA Living | MAY, 2022

SCHOL AR S HIP SO CIAL T R IV IA NIGH T T HUR S DAY, APR IL 7, 202 2 | L A QUIN TA B R E WERY

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Reading Financial Statements Series

Your Association’s Year End Accounting Review By Jeremy Newman, CPA

ost associations have fiscal years that end on December 31. If an association does not obtain an independent audit by a certified public accountant, it is perhaps more imperative that boards of directors pay close attention to their internally generated year-end financial reports. Some areas to consider include:

CASH Ensure all bank accounts have been reconciled. Obtain a copy of reconciliations and bank statements and compare them. Pay close attention to unusual or large reconciling items. Ensure they clear the next month’s bank statement.

ASSESSMENTS RECEIVABLE Review the aged receivables report. Understand the reasons for delinquent accounts and ensure that a collection plan is in place to maximize recovery of delinquencies.

ACCRUED EXPENSES Most associations account for expenses only when invoices are paid. Boards should ensure they account for all expenses incurred during the year,

HOA Living | MAY, 2022

regardless of when vendors are paid. Remember, you set a budget for the year. It is easy to overlook a late invoice for this year that may be recorded as an expense in the next year.

SPECIAL ASSESSMENTS Sometimes special assessment programs last more than one year. Often, special assessments are levied to repay a commercial loan. If accounting for special assessments billed, collected, outstanding or delinquent is inaccurate, a board of directors may not be able to determine if the remaining funds to be collected are sufficient to repay a related loan. Ensure there is a report showing special assessment billing to and receipts from homeowners. Compare the aggregate of special assessment bank account balances plus amounts to be billed and collected, less any outstanding special assessment expenditures to the loan repayment requirements, both principal and interest. Early determination of a potential deficit will provide boards with the opportunity to develop a contingency plan.

LOANS Ensure the correct loan balance is presented on your financial statements. Compare to the loan statement provided by lenders.

INCOME Review assessments and other income accounts to ensure all income appears to have been recorded. You will need to know if the financials are prepared on an accrual or cash basis. Under the accrual basis, assessment income should match the budget.

EXPENSES Compare actuals to budget. Inquire about unexpected variances. Ensure all current year expenses have been recorded. Review the general ledger for more detail, and request copies of vendor invoices. You can reach Jeremy at (760) 206-4448 or by email at jeremy@hoacpa.com. More information about Newman Certified Public Accountant PC can be found at their website at www.hoacpa.com.

MASTER YOUR CAI BUSINESS PARTNER MEMBERSHIP

Introducing the NEW Business Partner Toolkit CAI business partners, you are essential. We think about you often and want to better understand your larger goals and how we can help. We're creating an experience to support and show you how to put your CAI membership to work.

VISIT THE NEW BUSINESS PARTNER TOOLKIT, DESIGNED IN PARTNERSHIP WITH CAI’S BUSINESS PARTNERS COUNCIL. CLICK HERE

• NEW Resources: Featuring best practices and strategies for networking, presentations, and attracting new clients. • Business Partner Essentials: Showcase your skills. CAI business partner designations that make our professionals stand out.

Find the Right Event for You: CAI chapter and headquarters events are the best way to make valuable connections that drive business success CAI-CV.org

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HOA Living | MAY, 2022

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Drought Emergency Rules in the Forecast

By Ashley Metzger

alifornia is dealing with a more erratic climate and recent conditions have been historically dry in many regions of the State. In March of 2022, Governor Newsom issued an Executive Order requiring the State Water Board to consider new restrictions for water agencies and Californians due to drought conditions. The key changes could require many HOA common areas to stop irrigating grass altogether. Additionally, all water agencies in the state may have to put actions in place as if there was a 10-20% local supply shortage. Here in the Coachella Valley, several years with little rain, snow or even water imports doesn’t make or break local agencies’ ability to provide reliable water. Desert Water Agency and Coachella Valley Water District have been working together for decades to manage water so that we have both a buffer against drought and sustainable long-term supplies. This has primarily been done with investments in imported supplies, water recycling and conservation. Local water suppliers are not facing a shortage but are eager to support conservation investments. Last year, all of the local water providers aligned their water shortage plans for more consistency. In our region, the Level 2 actions include restrictions on what time of day spray irrigation is allowed, which could make overseeding very difficult. These rules would likely only be applicable to domestic water users (not enforceable for recycled water users or private pumpers). Water agencies may also have to step up patrols and work alongside restaurants and clubs to serve drinking water only upon request. Needless to say agencies will also have to spend more time and resources to get the word out about the new rules, which are expected to go into effect in early June. Even with the Coachella Valley’s water supply in good shape, it is important to conserve. During the last drought, some water suppliers were given hefty fines for not meeting the state’s target conservation levels. You can help by making sure your HOA is doing its part. While there is still a lot pending (water agencies and CAI-CV are following this closely), what’s certain is more emphasis on water conservation as California grapples with climate extremes. The single most effective thing for HOAs is replacing grass with water wise landscape. Installing weather-based irrigation controllers and better sprinkler nozzles also goes a long way. In the short term, you can even just reduce irrigation runs by a few minutes. If your HOA would like help saving water, please contact your water provider. There are lots of resources available – but they’ll soon be in very high demand! More information is available at www.CVWaterCounts.com Ashley Metzger is the Director of Public Affairs & Water Planning and can be reached at ashley@dwa.org.

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Lighting Maintenance Service Repair Work Commercial, Industrial, & Residential Projects New Construction & Remodel

Contact: Linda Johnson linda@sunkingelectric.com | 760-898-1388

HOA Living | MAY, 2022

CREATIVE | BRAND | STRATEGY WORKING WITH YOU TO CREATE EFFECTIVE DESIGN SOLUTIONS

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

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What Makes an HOA Among the Best? (For all members)

Thursday, May 19, 2022 VIRTUAL VIA ZOOM

(sign up at www.desertcitieshoacouncil.com) Special Guest Speaker

Mark Dodge, CMCA, AMS PRESIDENT OF ASSOCIA DESERT RESORT MANAGEMENT

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CAI-CV UPCOMING EVENTS

MAY

JUNE

CAI National Conference

CAI-CV’s Manager on the Run

(For all members)

(For managers and assistant managers)

WHEN: Wednesday, May 4 – Saturday, May 7, 2022 WHERE: Rosen Shingle Creek, Orlando, Florida

TOPIC: Annual Insurance Review WHEN: Friday, June 3, 2022, 8:30 a.m. WHERE: Virtual Via Zoom

CAI-CV’s Board Member Workshop (BMW)

(For board members)

TOPIC: Proactive v. Reactive WHEN: Tuesday, May 10, 2022, 9:00 a.m. WHERE: Virtual Via Zoom

(For board members)

TOPIC: Best Practice Conduct for Meetings WHEN: Tuesday, June 7, 2022, 9:00 a.m. WHERE: Virtual Via Zoom

CAI’s Community Association Manager (CAM) DAY

CAI-CV’s Comedy Night

(For managers and assistant managers)

WHEN: Friday, May 13, 2022, 8:30 a.m. WHERE: Villa Portofino, Palm Desert

CLICK ON EVENTS TO SIGN UP

(for all members)

WHEN: Thursday, June 9, 2022, 5:30 p.m. WHERE: Sun City Palm Desert SPONSORSHIPS

Desert Cities HOA Council (For board members)

WHEN: Thursday, May 19, 2022, 10:00 a.m. WHERE: Virtual Via Zoom (contact: Tammy_walls@yahoo.com)

CAI-CV’s Educational Lunch Program & Mini Trade Show (For all members)

TOPIC: Pool Issues – A Deeper Dive WHEN: Friday, May 20, 2022, 11:30 a.m. WHERE: Sun City Palm Desert

CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members)

TOPIC: Energy Issues WHEN: Friday, June 17, 2022, 11:30 a.m. WHERE: Palm Valley Country Club

JULY CAI-CV’s Annual Bowling Tournament

(for all members)

WHEN: Friday, June 24, 2022 – NEW DATE – FRIDAY, JULY 8TH WHERE: Palm Springs Lanes, Cathedral City

2022 Marketing Plan CLICK HERE

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CORPORATE SPONSORS TITANIUM

PLATINUM

Vantage Point Construction, Inc. AMS Paving, Inc. Associa Desert Resort Management C. L. Sigler & Associates, Inc. Conserve LandCare Fiore Racobs & Powers, A PLC Gardner Outdoor and Pool Remodeling IPS - International Paving Services Inc. Newman Certified Public Accountant PC Pacific Western Bank Prendiville Insurance Agency

GOLD

Accurate Termite & Pest Control Asphalt MD's BEHR Paint Company BRS Roofing Inc. CIT Bank EmpireWorks Reconstruction and Painting Epsten, APC Flood Response Nissho of California, Inc. Patrol Masters, Inc.

SILVER

Accurate Termite & Pest Control Alliance Association Bank Cooper Coatings INC Payne Pest Management Vintage Landscape Sherwin-Williams Paint Company

BRONZE

Barcode Automation (BAi) Beaumont Tashjian CiD Consortium, LLC Delphi Law Group, LLP Diversified Asphalt Products DSI Security Services Dunn-Edwards Corporation PatioShoppers, Inc. Popular Association Bank Powerstone Property Management

May 2022 HOA Living Magazine

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