CAI-CV 2022 July HOA Living Magazine by CAI-Coachella Valley Chapter

JULY 2022

MAGA ZINE

COMMUNITY ASSOCIATIONS INSTITUTE | COACHELLA VALLEY CHAPTER

Oakmont Estates 10 Oakmont Estates Homeowners Association 13 Chapter Angels 15 Pre-Budget Thoughts for Boards and Managers 16 Revisiting Reserve Funding 18 Earthquake Risk to Coachella Valley 32 How Water Keeps Your Dog Cool 37 Budgeting for Security Guard Services for 2023

Introducing CAI-CV’s New Word Scramble on Page 35!

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HOA Living | JULY, 2022

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THANK YOU TO OUR SPONSORS Lane Sponsors

AMS Paving Asphalt MD’s Associa DRM Axela Technologies, Inc. Conserve LandCare EmpireWorks Reconstruction Flood Response Frazier Pest Control X2 IPS Paving Ivan’s Painting & Maintenance LaBarre/Oksnee Insurance Agency Pacific Western Bank Payne Pest Management Pro Landscaping, Inc. Roof Asset Management X2 Signarama SCT Reserve Consultants, Inc. Solar Central Inc. X2 Sun King Electric, Inc. The Management Trust Vantage Point Construction X2 Vintage Landscape Western Pacific Roofing

TITLE SPONSORS

Greeting Sponsor DSI Security Services

Strike Sponsors Epsten, APC Securitas Security Services

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Bar Sponsor

ROOF A S S E T

The Behr Paint Company

Margarita Sponsors

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Dunn-Edwards Corporation Vista Paint Corporation

SPONSORSHIPS AVAILABLE

Lane Assignment Sponsors Beaumont Tashjian Frazier Pest Control Sherwin-Williams Paints

Scholarship Sponsor CID Consortium, LLC

Paparazzi Photo Sponsor Allied Universal Security Services

Dessert Sponsor Martin Sweeping

Grand Prize Sponsor (1) ........... $500.00 Lane Sponsor (1) ...................... $500.00 Shoe Sponsor (1) ...................... $500.00 Paparazzi Photo Sponsor (3) .... $400.00 Wristband Sponsor (1) .............. $500.00 Bar Sponsor (3) ........................ $350.00 Chips & Salsa Sponsor (1) ........ $300.00 50/50 Sponsor (1) ..................... $300.00 Margarita Sponsor (no limit) ..... $300.00 Lane Assignment Sponsor (1) .. $150.00 Dessert Sponsor (1) .................. $150.00

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NEW AND RENEWING MEMBERS NEW BUSINESS PARTNER MEMBERS AXELA TECHNOLOGIES LUIS GONZALES (305) 343-9897 luis@axelatech.com

CAMBRIA

CASSANDRA HAYES (442) 677-0768 cassi.hayes@cambriausa.com

CID CONSORTIUM LLC ADAM HANEY (888) 786-6000 Ext 317 ahaney@cidcllc.us

GORDIAN STAFFING

ROB BUFFINGTON (989) 467-3426 conferences@gordianstaffing.com

SOLAR CENTRAL INC. ROB WINKLE (760) 333-9900 rob@ramroof.com

RENEWING BUSINESS PARTNER MEMBERS ADAMS STIRLING PLC

CANDACE SCHWARTZ (800) 464-2817 cschwartz@adamsstirling.com

DIVERSIFIED ASPHALT PRODUCTS, INC.

LOU MORENO (714) 793-7783 lourm@diversifiedasphalt.com

EMPIRE TECHNOLOGIES GROUP, INC.

BIG SKY GATE KEEPER

PATRICK ROSS (760) 346-9090 bigskygatekeeper1@verizon.net

BISSELL DESIGN STUDIOS INC. RODNEY BISSELL (714) 293-3749 rodney@bisselldesign.com

CLINE AGENCY INSURANCE BROKERS TIMOTHY CLINE (800) 966-9566 tim@clineagency.com

HOA Living | JULY, 2022

JAMIE CIRCLE (760) 777-8807 jcircle@drminternet.com

STEPHEN JIMENEZ

DESERT SHORES RESORT OWNERS’ ASSOCIATION KARL BLADE BOB CHAMBERS DAN CROSS JOE HOFFMAN KENT LOUSCHER

MARK DODGE (760) 346-1161 mdodge@drminternet.com

PRIME CO.

VANESSA LANDRUM (714) 856-2733 vlandrum@drminternet.com

RENEWING HOMEOWNER LEADERS

ALYSSA RYAN (760) 346-1161 aryan@drminternet.com

NATALIE WOODARD

MELISSA PORTER (760) 846-6889 mporter@primeco.com

SOCAL SHADE SAILS DAN MEZICH (619) 972-1100 dan@shadesails.biz

VINTAGE ASSOCIATES/ECOWISE LANDCARE KYLE GRITTERS (760) 772-3673 kyleg@thevintageco.com

NEW MANAGEMENT COMPANY MEMBERS WEST COAST COMMUNITY MANAGEMENT

JAMIE HANSEN (760) 766-7700 jhansen@wccmanagement.com

NEW MANAGER MEMBERS ASSOCIA DESERT RESORT MANAGEMENT RENEE BREILING (760) 346-1161 rbreiling@drminternet.com

ALEXIS POPHOFF (760) 346-1161 apophoff@drminternet.com SARINA TRUJILLO (760) 346-1161 strujillo@drminternet.com

BIGHORN HOMEOWNERS ASSOCIATION, INC.

ROSANNA CARDENAS (760) 859-5067 rcardenas@bighorngolf.com

ASSOCIA DESERT RESORT MANAGEMENT

DESERT BREEZES CASAS

NATHAN ESTRADA (909) 466-1316 nathan@empiretechs.com

BEAUMONT TASHJIAN

TAWNEE GUERRA (818) 884-9998 tnguerra@hoaattorneys.com

RENEWING MANAGER MEMBERS

ESTEPHANY VASQUEZ (760) 346-1161 evasquez@drminternet.com JOHN WALTERS (818) 486-2463 jwalters@drminternet.com

FIRSTSERVICE RESIDENTIAL

MICHAEL MARSHALL (760) 834-2496 michael.marshall@fsresidential.com

PROPERTY MANAGEMENT SERVICES VANESSA ROBERTSON (760) 315-6779 vanessa@brcpms.com

THE VINTAGE GROUP

JAIME MANN (760) 534-1498 Jaimemann1031@gmail.com

NEW HOMEOWNER LEADERS CORONADO GARDENS HOMEOWNERS ASSOCIATION CAROLYN BARRY MICHAEL BARRY RICHARD DAVIS BILL EMERY KAY GATES JEAN PADILLA

BANNING ESTATES DANA CHAMP KATHLEEN DALE LINDA ELLIS

DESERT BRAEMAR INC. ROSE BALDWIN FRANK BALTHIS PATTY BASTIAN KIM BATUTIS GARY BONGARZONE JEFF BORDALAMPE KELLIE BUDLANKSI GEORGE BUDLANSKI JONELLE DEDRICK JIM EMERY ED FLAHERTY GERALD FLETCHER JANET FLETCHER WADE GARNER CARL GORETTA PAT HARPER TALIA HASTIE SUZIE HENNESSY TIM HENNESSY BARBARA HOPPERSTAD CRAIG LOGAN MELISSA LUDGREN GARY MANCHESTER KIM MARTIN TIM MARTIN BONNIE MUENCH JERRY POIRIER JUDY POIRIER LIZ SEABROOK PHIL SEABROOK KATHY SMITH NORM SMITH DOUG THOMPSON ROBERT YATES

2022 HOA LIVING COMMITTEE MEMBERS CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ., CHAIR

Oakmont Estates Homeowners Association

Chapter Angels

Pre-Budget Thoughts for Boards and Managers

Revisiting Reserve Funding

Earthquake Risk to Coachella Valley

How Water Keeps Your Dog Cool

Budgeting for Security Guard Services for 2023

HOA Legal Services

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

FEATURES

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.

GREG GRITTERS

Vintage Landscape

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

JAMIE PRICER

JASON SAVLOV, ESQ.

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

C.L. Sigler & Associates, Inc.

CREATIVE DIRECTOR & GRAPHIC DESIGNER

By Dr. Dilip Khatri, PhD, SE By Jamie Pricer

By Kimberly Burnett

Second Water Conservation Emergency Regulation of 2022 By State Water Resources Control Board

New Water Restrictions for HOAs Announced By Ashley Metzger

INSURANCE 33

Coachella Valley Water District Adams | Stirling, PLC

By Phil Wahlquist, Esq.

WATER WISE

CHEYENNE LANDRY

ASHLEY LAYTON, PCAM, AMS, CMCA

By Jeremy Newman, CPA

DEPARTMENTS

Newman Certified Public Accountant, PC Premier Community Association Management

By Ashley Layton, PCAM

Why Are Insurance Premiums on Fire?

Interview with Patrick Prendiville, Prendiville Insurance Agency By Christina Baine DeJardin, Esq.

HOMEOWNER LEADERS 34

CAI-CV News Alert! Attention HOA Board Members! New Resources Landing Page By CAI-CV Homeowner Leader Committee

RODNEY BISSELL

Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749 ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION HOALiving@cai-cv.org 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 Erin Kelly, Pacific Western Bank Megan Kirkpatrick, Kirkpatrick Landscaping Services Jared Knight, Vista Paint Corporation Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, Sherwin-Williams Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Conserve LandCare Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, CIT

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

HOA Living | JULY, 2022

2022 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

New & Renewing Members

CAI-CV Educated Business Partners

Fiore Racobs & Powers, A PLC

President’s Message

MATT LAWTON, CIC, CIRMS PAST PRESIDENT

Have You Heard?

List of Advertisers

CAI-CV Membership Drive

CLINT ATHERTON, CMCA, AMS, PCAM, LSM PRESIDENT Sun City Palm Desert

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER

CHAPTER NEWS

JULIE R. BALBINI, ESQ. PRESIDENT-ELECT

Prendiville Insurance Agency

ERIN KELLY SECRETARY

Pacific Western Bank

STEVEN SHUEY, PCAM TREASURER

Welcome Aboard

Personalized Property Management

DAN FARRAR, CMCA, AMS DIRECTOR

FirstService Residential CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

Sponsored by Prendiville Insurance Agency

BRUCE LATTA, CMCA DIRECTOR

Parc La Quinta HOA

MIKE TRAIDMAN DIRECTOR

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.

TIME HONORED

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NEW! CAI-CV Word Scramble

Julie R. Balbini, Esq. (President-Elect) By Marilyn Ramos

Kevin Leonard, RS By Meaghan Gaffney-Howe, CMCA, AMS

(Answers on page 43)

TITANIUM SPOTLIGHT

CAI-CV Launches New Career Center

Ruff Ruff Poop Bags Nishan Joshi By Meaghan Gaffney-Howe, CMCA, AMS

Introducing the NEW Business Partner Toolkit

Corporate Sponsors

Pro Landscaping, Inc.

Palm Desert Greens Country Club HOA

MEET THE BOARD

CRT Roofing Co. – Jorge Solano, Jr. & Lorenzo Martinez By Meaghan Gaffney-Howe, CMCA, AMS

LILY ORTEGA, CMCA DIRECTOR LOUISE STETTLER DIRECTOR

C.L. Sigler & Associates, Inc.

By CAI-CV’s Professional Managers Committee

UPCOMING EVENTS 3

CAI-CV Annual Bowling Tournament, Margaritaville

CAI-CV Educational Lunch Program & Mini Trade Show

Friday, July 8, 2022, 5:30 PM, Palm Springs Lanes

Friday, July 22, 2022, Budgeting Beyond the Basics, Sun City Palm Desert, 11:30 a.m.

Homeowner Leaders Invited! Desert Cities HOA Council Education

CAI-CV Updated Calendar of Programs & Events

Upcoming Events (Links to Register)

PAST EVENT PHOTOS & SPONSORS 22

CAI-CV Educational Lunch Program & Mini Trade Show

New Tech, Solar & Electric Vehicles, Friday, June 17, 2022

CAI-CV Comedy Night Thursday, June 9, 2022

CAI-CV.org

facebook.com/CAICV

@CAI-CV

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

n behalf of the CAI-CV Board of Directors, we wish all our members a safe and enjoyable Independence Day!

July is planning month for the Chapter. We will be drafting the 2023 marketing plan and Chapter calendar and holding our annual strategic planning session later this month. The Chapter’s committee chairs, co-chairs, board and past presidents are all involved in this process. We welcome input from any of our members. Please contact the CAI-CV office at (760) 341-0559 with your ideas. I want to thank the Professional Managers Committee for a fun evening of laughs on June 9th at the Chapter’s first ever Comedy Night. Comedian Jason Love and his companions kept the room entertained. This is a terrific way to raise scholarship funds to help CAI-CV managers gain their professional designations. We were happy to host here at Sun City Palm Desert and hopefully can make it an annual event! Our Education Committee continues to offer outstanding classes for managers and community board members. Thanks to CAI-CV Director and Past President Matt Lawton, CIC, CIRMS (Prendiville Insurance Agency) for teaching our Manager on the Run (MOTR) class on June 2nd about annual insurance reviews and thanks to guest speakers Rhonda Drews, PCAM (Premier Community Association Management) and Dea Franck, Esq. (Epsten, APC) for teaching their class, “Best Practice Conduct for Meetings,” for our June 7th Board Member Workshop (BMW). I also want to thank Andrew “Drew” Allanbeck (Hot Purple Energy) and Kumar S. Raja, Esq. (Beaumont Tashjian) for teaching us about new solar technologies and electric vehicle charging stations at our June 17th Educational Program & Mini Trade Show. Thanks to the Programs Committee for continuing to help us stay prepared and educated on issues impacting HOAs. On Friday, July 8th, we will hold a Manager on the Run (MOTR) program on the topic of Fair Housing Rules & Difficult People with guest speaker, Steve Roseman, Esq. (Roseman Law, APC). Also on July 8th, we will hold our Annual Bowling Tournament, Margaritaville, at Palm Springs Lanes. See the ad on page 3. This is a great networking event with fantastic food and entertainment. Click on the link on page 3 to register to attend. All members are welcome. On Tuesday, July 12th, we will hold our next Board Member Workshop (BMW) on the topic of Fiduciary Duties – Board vs Manager, with guest speaker Jeff French, Esq. (Green Bryant & French, LLP) and Steven Shuey, PCAM (Personalized Property Management - Retired). Our July Educational Lunch Program & Mini Trade Show will be on Friday, July 22nd, on the topic of Budgeting Beyond the Basics with guest speakers, Sharron Badham, PCAM (Associa Desert Resort Management) and Jeremy Newman, CPA (Newman Certified Public Accountant, PC) at Sun City Palm Desert. You may sign up for any of our programs and events at www.cai-cv.org or click on the link on page 44. You may also find event information with links to registration and sponsorships in the Monday Update each week. We wish you all a safe and relaxing July. 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 | JULY, 2022

LandCare

ASPHALT ASPHALT MD’S

IPS

ATTORNEYS FIORE RACOBS & POWERS, A PLC

AUDIT & TAX SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC

BUSINESS SERVICES DESERT ARC ESSENTIAL BUSINESS SERVICE Call Fran Mullahy at (760) 343-1433 and let Conserve Land Care assist and support your property goals CONSERVELANDCARE.com I License#958748

COMMUNITY MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT

ADVERTISERS

ctnserve

DESIGN SERVICES BISSELL DESIGN

LANDSCAPING By Sierra Carr, PCAM Congratulations to Paula Tapia from Associa Desert Resort Management and Jonathan Wolkowicz from Desert Princess, for earning their Association Management Specialist (AMS©) designations from CAI! We also heard that manager member Monica Alvarado is the new Director of Sales & Marketing for PLS Landscape, and Dunn-Edwards Paints has just hired Roxanne Ramirez as their representative for the Coachella Valley territory. You can submit your news to Have You Heard? at HOALiving@cai-cv.org.

CONSERVE LANDCARE

POOLS GARDNER OUTDOOR AND POOL REMODELING 6, 31

RESERVE SPECIALISTS ADVANCED RESERVE SOLUTIONS, INC.

Sierra Carr, PCAM, CMCA, AMS, CCAM, is a community manger with Associa Desert Resort Management. You can reach Sierra at scarr@drminternet.com. To submit information to Have You Heard, send an email to hoaliving@cai-cv.org. CAI-CV.org

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OAKMONT ESTATES HOMEOWNERS ASSOCIATION By Ashley Layton, PCAM

he stunning Oakmont Estates Homeowners Association is located within Mission Hills in Rancho Mirage. Built in 1998 by Sheffield Homes, the association has 76 homes with four different floor plans consisting of two to four bedrooms, with most homes having a three-car garage. The architectural style used for the homes includes Italianate, desert eclectic and Spanish Colonial. Homes within the association range in price from $1,100,000 to $1,600,000. Positioned in the center of the Valley, off Gerald Ford Drive, between Bob Hope Drive and Date Palm Drive, Oakmont Estates is in close proximity to Eisenhower Medical Center, Gelson’s Market, and a variety of restaurants. They are just a quick commute to Interstate 10, providing easy access to the entire Valley.

HOA Living | JULY, 2022

Mission Hills affords owners many amenities including golf, tennis and social opportunities through Mission Hills Country Club. Combined with its idyllic location, Oakmont Estates is its own bit of paradise. Oakmont Board President, Larry Zeiber, goes on to say, “Between expansive green spaces and great mountain views, there are many things that make this association unique. Most notably is the sense of community among our residents that makes Oakmont Estates so special.” The Oakmont Estates monthly assessment is $300.00. This covers the common area maintenance including lighting, irrigation, and landscaping, and cable and internet service. The association is managed by Bobbie Gaffney, AMS, PCAM of The Gaffney Group, Inc. (bobbie@ thegaffneygroup.net) Bobbie said, “Oakmont Estates

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is a beautiful property with wonderful homeowners. Each year there is an annual picnic in the greenbelt area, and it is so nice to see everyone come together as neighbors. Oakmont has a true sense of community.” The Oakmont Estates board focuses on proper planning to ensure the maintenance obligations are met, the reserves are being properly funded and the budget is realistic to meet the needs of the community. The association recently completed a landscape project where they removed unsightly pepper trees and replaced them with beautiful acacia trees. They are currently updating their CC&R’s and bylaws. Oakmont Estates has also converted much of the common area landscape to drought tolerant plantings, preserving some lush greenbelt areas. S&S Landscape performs the landscape

HOA Living | JULY, 2022

maintenance and has done a remarkable job helping the association conserve water without sacrificing the appearance of the landscape. In closing, board member Michael Gennet offers, “Our homeowners have found a truly compatible neighborhood where houses are well maintained, the color palette is coordinated, landscaping is a source of pride, and when social events take place, we all find common ground to share our blessed lives here in Rancho Mirage and Mission Hills.” Ashley Layton, PCAM, AMS, CMCA is Vice President of Premier Community Association Management. She can be reached at 760 345 2449 or email her at ALayton@brcpcam.com. www.brcpcam.com

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

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@CAI-CV

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 27, 2023. 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

Business Partners $600 CLICK HERE • All Business Partners • Realtors

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

SPECIALIZING IN COMMUNITY ASSOCIATION INSURANCE

Prendiville Insurance Agency | 760-770-5868, Ext. 302 |760-774-2099 (Cell) | Matt@PrendivilleAgency.com 14

HOA Living | JULY, 2022

Pre-Budget Thoughts for Boards and Managers By Jeremy Newman, CPA

PRE-BUDGETING Everyone seems to dread the annual association budget process. It can be time consuming. Decisions related to assessment increases are sensitive. Costs are increasing. How do boards squeeze more or even the same services from static or only slightly increased assessments? What can managers and boards do to prepare for budget season? The budget planning process requires data. Where do you get it from? What will you do with the information? We always say that the budget process should not feel like it starts 4-5 months before the new year commences. The collection of information should be continuous. Maintain a physical or digital file with every monthly financial statement, the general ledger for the year, rolling income and expense trend reports, vendor contracts, access to paid vendor invoices. Review utility company websites for indications of rate changes together with understanding monthly usage rates. Maintain board

meeting minutes that you can refer to. Is there a community to-do list? Are there notes from community walks. Keep the documentation updated continuously. Do not wait until you start the budget process to collect the information you will need. You really need to enter the budget building period with most information at your fingertips.

REVENUES Assessments: The budget process will focus on determining operating fund expenses and contributions to reserves. The outcome of the expenses and contributions calculation is the assessment value. Other Revenues: Be careful not to over budget for contingent revenues that occur based on something happening. Examples include delinquent owner account interest and late fees. If you have well documented other income sources such as clubhouse rentals, laundry facilities, cell tower lease income, take care to err on the side of being conservative with your estimates. Review historical trends. Review any agreements for time period and amounts to be received.

OPERATING EXPENSES Know the expense trends. Know the condition of the common community components. What are vendors telling you about the repair or replacement needs for the association? Keep and save notes with price estimates. Talk with vendors continuously about cost control. Know whom to ask, and where to look for information – both historical and prospective.

CONTRIBUTIONS TO RESERVES If associations do not contribute assessments to the reserves fund, the association will be underfunded, and potentially be unable to pay for reserve components, major repairs and/or replacements. In other words, maintenance will be deferred, and future costs will probably be higher. 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.

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Revisiting Reserve Funding By Phil Wahlquist, Esq.

ith the passage of Assembly Bill 1101 (“AB 1101”), associations and managing agents must be mindful of changes to their financial transfer responsibilities and obligations. There are three main changes on which associations and managing agents should focus their attention – qualifying institutions for depositing association funds, limits on investing association funds, and transfers from association reserve or operating accounts. Prior to the passage of AB 1101, managing agents were permitted to receive and deposit association funds in a bank, savings association, or credit union, provided that such funds were covered by deposit insurance provided by the federal government. However, with the passage of AB 1101, the financial institution with which the managing agent deposits funds on behalf of the association must be insured by specifically the Federal Deposit Insurance Corporation (“FDIC”), National Credit Union Administration Insurance Fund (“NCUA”), or a guaranty corporation. In practice, depositing association funds with any major financial institution will likely satisfy the newer, clearer depository requirements promulgated by AB 1101. However, associations and managing agents may need to investigate the depository institutions with which association funds are deposited to ensure the financial institution is insured by the FDIC, NCUA, or a guaranty corporation. With rising inflation, associations and managing agents may want to put association funds to work in certain investments, however AB 1101 imposes limits on the use of deposited association funds. Most importantly, AB 1101 prohibits an association or an association’s managing agent from investing deposited association funds in stocks and other high-risk investments. Although associations may seek to invest deposited association funds in the stock market to generate larger financial returns or simply hedge against inflation, AB 1101 prevents this type of investment activity and acts to safeguard deposited association funds against the volatility of the stock market and other high-risk investments.

HOA Living | JULY, 2022

Most associations experience the need to transfer funds out of the association’s reserve or operating accounts on an ongoing basis to satisfy the association’s obligations. Receiving board approval for each and every transfer or transaction can be a time consuming and inefficient process. As such, current law permits transfers of smaller dollar amounts to be made without board approval. AB 1101 changes the maximum limits on transfers out of the association’s reserve or operating accounts without prior written approval of the board. Limits are based upon the size of the association, and described by the table below. Association Size

Maximum Transfer Amount Allowed Without Board Approval

50 or fewer separate interests

$5,000 OR 5% of the estimated income in the annual operating budget.

51 or more separate interests

$10,000 OR 5% of the estimated income in the annual operating budget.

AB 1101 also explicitly disallows a managing agent from commingling association funds with the managing agent’s personal funds, without qualification; requires the association to procure protection against computer and funds transfer fraud; and requires the association to maintain the following types of insurance, or their equivalents, for itself and the association’s managing agent or company: • Crime Insurance

WELCOME ABOARD CRT Roofing Co. Jorge Solano, Jr. & Lorenzo Martinez By Meaghan Gaffney-Howe, CMCA, AMS

• Employee Dishonesty Coverage • Fidelity Bond Coverage Finally and importantly, AB 1101 specifies that associations cannot self-insure to meet these requirements. With new fiscal years commonly starting in June and July, the summer months present an opportunity for associations and managing agents to review their financial reserves practices and procedures. As it relates to reserve deposits and transfers, associations and managing agents should ensure the financial institution with which association funds are deposited carries appropriate depository insurance and ensure association funds are not being invested in the stock market or other high-risk investment options. Additionally, associations and managing agents should review the appropriate transfer limit table above to know when written board approval is required for the transfer of association funds. Associations and managing agents should also ensure the association is carrying the necessary insurance policies required by law and that association funds are not being commingled with the managing agent’s personal funds. Meeting the financial requirements and obligations described above may be challenging, so as always, associations and managing agents should speak with association counsel if any questions arise or guidance is needed regarding the appropriate management, deposit, and transfer of association funds. Phil Wahlquist is an attorney with Roseman Law, APC. Roseman Law is a full-service business and real estate law firm, emphasizing in the representation of Common Interest Developments. You can reach Roseman Law at (760) 760-2000 or info@roseman.law.

Lorenzo Martinez

Jorge Solano Jr.

elcome aboard, CRT Roofing Co., Inc.! CRT Roofing Co. was founded by Jorge Solano Sr., who previously ran a successful roofing company in Southern California. In 2020, Jorge and his team decided to start a new roofing company that would focus on his vision to expand business relationships on a nationwide level. They now look forward to establishing business relationships with new clients throughout the United States, while maintaining excellent quality services. CRT stands for Confident, Reliable, Trustworthy. They are 100% confident in their skills and ability to deliver great quality roofs at fair prices. Their customers can always rely on them no matter the size of the project, which builds trust and strengthens their professional relationships. CRT Roofing has zero debt, low overhead, and purchases quality materials at bulk prices, which enables them to pass along savings to their clients. They have over 25 years of polyurethane foam experience, which is the most cost-effective roofing system that they offer. Specializing in residential and commercial roofing, as well as specialized (cannabis growing, winery tank, and farm retrofit) insulation, CRT Roofing is equipped with state-of-the-art, Graco Technologies Foam Machinery. They hold a C-39 State Contractors License and are working toward earning a State General Contractors License. Lorenzo Martinez and Jorge Solano Jr. are the primary contacts for CRT Roofing. Lorenzo has recently joined CAI-CV’s Oktoberfest Committee and is looking forward to working with the Chapter. Lorenzo can be reached at lorenzo@crtroofing.com or (909) 329-9853 and Jorge can be reached at (909) 782-0352. They are Confident in the quality of their work. They are Reliable with their services. They are Trustworthy to their clients. They are CRT Roofing Co., Inc. For more information on CRT Roofing Co. and how they can benefit your home or community, please contact a CRT Roofing representative, or visit www.crtroofing.com. Meaghan Gaffney-Howe, CMCA, AMS is a community manager and Vice President of The Gaffney Group, Inc. Meaghan can be reached at meaghan@thegaffneygroup.net.

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EARTHQUAKE RISK TO COACHELLA VALLEY By Dr. Dilip Khatri, PhD, SE ABSTRACT Earthquakes are synonymous with California like football in Texas and Alabama and hurricanes are for Florida and the Gulf Coast. “We” in California have one serious disadvantage: Uncertainty of timing and location. We do not know when or where the next earthquake will strike. California is highly prone to drastic risk of earthquake. The 1994 Northridge Earthquake exposed the bare reality: only 20% of owners are insured for earthquake. For the Coachella Valley, the proximity of the San Andreas Fault looms on the horizon with less than 5 miles from 20+ cities stretching along I-10. Los Angeles, San Francisco, Sacramento, and other jurisdictions have recognized the earthquake risk and mandated soft story retrofit ordinances requiring owners to update their buildings to prevent collapse potential. No cities in the Coachella Valley have adopted any ordinances relevant to earthquake structural safety as of June, 2022.

of the Pleistocene-Holocene San Andreas fault in Southern California", Blisniuk, Shcarer, Sharp, Burgmann, Amos, Ryner, American Association for the Advancement of Science, 2021.) At least three earthquake strand faults are noted with slip rates varying from 1.5mm to 20mm/year. This recent study provides clear evidence that CV is on highly active tectonic plates which are moving in a complex manner. The earthquake risk is undisputed in this region and a serious threat to the infrastructure of CV. Given the location in Southern California, this should be no surprise. Florida has "Florida has hurricanes, Texas has tornados and hail, and St. Louis has the "mid-west combo" [i.e., tornados, hail, and earthquakes]. Incidentally, the most seismically active area in North America is not California, but Oklahoma City. " hurricanes, Texas has tornados and hail, and St. Louis has the "mid-west combo" (i.e., tornados, hail, and earthquakes). Incidentally, the most seismically active area in North America is not California, but Oklahoma City. Due to the excessive oil drilling and fracking, this has been linked to a frequent recurring earthquake activity in Oklahoma which is consistently denied by the State which disbanded their earthquake tracking agency. This author has personally investigated earthquake claims in Oklahoma which have been denied insurance coverage because insurance carriers claim, "...earthquakes don't happen in Oklahoma...". Ha! They do!

1.0 EARTHQUAKE RISK The Coachella Valley ("CV") is situated in a beautiful desert landscape with Mt. San Gorgonio and Joshua Tree Monument. CV is located precariously on a band of earthquake faults that are dubbed the "San Andreas Fault". It's not one fault, but rather a "strand" of earthquake faults that split CV into multiple zones of risk because each fault has a different slip-rate. Figure 1 illustrates at least three earthquake "strands" that are part of the single San Andreas Fault Line. Figure 1: Strand of earthquake faults (Scientific Advances: Research Article; "A revised position for the primary strand FIGURE 1 18

HOA Living | JULY, 2022

FIGURE 2

"California has thousands of buildings that were constructed pre-1979 with an inherent design flaw: Soft Story." FIGURE 3

2.0 SOFT STORY BUILDINGS California has thousands of buildings that were constructed pre-1979 with an inherent design flaw: Soft Story. A soft story is a structural anomaly where the heaviest load transfer (along the first floor) is unlikely the weakest element in the building. Figure 2 shows how gaps in the first floor create a weak element that is subject to collapse in moderate/weak earthquakes. Figure 3 shows the collapse of the Northridge Meadows Apartment building in 1994. FIGURE 2: Soft story failure in San Francisco (FEMA P-801). FIGURE 3: 1994 Northridge Earthquake caused failure of the Northridge Meadows Apartment building killing 16 people. The result of these failures is many cities have adopted a Soft Story Retrofit Ordinance. It started with San Francisco, Sacramento, and Los Angeles. This ordinance is now slowly being adopted across L.A. County which comprises 88 cities. The ordinance mandates a structural retrofit of the building to strengthen the lower floor. As of June 2022, no cities in CV have adopted any soft story ordinance.

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FIGURE 4

3.0 SEISMIC RISK TO CV

4.0 CONCLUSIONS AND PLAN OF ACTION

CV has many soft story buildings. One example is Figure 4. FIGURE 4: Soft story condition at Palm Springs HOA. FIGURE 5: A typical beam-column connection that has no lateral tie, no steel strap, no bolts, just vertical weight resting on a bearing plate with a bearing length less than 3 inches. This connection is prone to horizontal movement in an earthquake and could slip off the column causing catastrophic collapse if the movement is just 3 inches or more.

CV is in a high seismic risk zone. There are no legal mandates, as of June 2022, but owners should consider a plan of action, especially after the tragic event in Surfside Florida.

Evaluate your facilities/buildings for seismic soft story condition.

2. Evaluate their existing structural condition for reinforcement, rust, corrosion, and age.

3. Perform a voluntary retrofit plan and allocate funds for this important capital improvement (it's more important than redoing the putting green!).

FIGURE 5

HOA Living | JULY, 2022

Dr. Khatri is a structural engineer with 40 years’ experience in structural design, construction, and project management. He has worked with HOA clients for 30 years and is an active member of CAI in 7 chapters. Dr. Khatri completed his PhD from the University of Southern California in Earthquake/Structural Engineering, Masters in Structural Engineering from California Institute of Technology, Bachelor of Civil Engineering from California State University, and M.B.A. from U.S.C. He has published, co-authored, and presented over 100 papers, technical conferences, online seminars, written two textbooks on structural engineering, and is writer/director/producer of "Aspire to the Sky: The Wilshire Grand Story" a documentary film about the tallest building in Los Angeles currently on Amazon and other online platforms. Dr. Khatri is Principal of Khatri International Inc. (www.khatrinternational.com) based in Las Vegas, NV, and Arcadia, CA, and works nationally with HOA clients.

CAI-CV EDUCATIONAL PROGRAM & MINI TRADE SHOW

Friday, July 22, 2022 Sun City Palm Desert

Budgeting Beyond the Basics GUEST SPEAKERS

REGISTRATION – CLICK HERE Lunch and Trade Show Included 11:30 AM TO 1:15 PM $42 Members Sharron Badham PCAM GM The Hideaway, Associa Desert Resort Management

Jeremy Newman, CPA Newman Certified Public Accountant, PC

$52 Nonmembers & Walk-in Registrations Sun City Palm Desert

JULY LUNCH SPONSORS

Booth Sponsors: Accurate Termite & Pest Control LIMITED Alan Smith Pools SPONSORSHIPS CAPACITY AVAILABLE Alliance Association Bank Conserve LandCare Nissho of California, Inc. Pen Sponsor: Handout Sponsor: CID Consortium, LLC The Behr Paint Company CAI-CV.org

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CAI- CV EDU CAT IONAL PRO GR AM & MINI T R ADE SHOW FR IDAY, JUNE 17, 202 2 PA L M VAL L E Y COUN T RY CLUB

New Tech, Solar & Electric Vehicles

Guest Speakers: Andrew “Drew” Allanbeck (Hot Purple Energy) and Kumar S. Raja, Esq. (Beaumont Tashjian)

Thanks to our Sponsors Exhibitor Booth Sponsors Conserve LandCare Empire Technologies Khatri International Inc Nissho of California, Inc. PatioShoppers, Inc. Patrol Masters, Inc. Payne Pest Management S.B.S. Lien Services SoCal Shade Sails Vintage Landscape Vista Paint

Pen Sponsorship Cooper Coatings, Inc. 22

HOA Living | JULY, 2022

CAI-CV's

Comedy Night

THURSDAY, JUNE 9, 2022

Featuring Comedian Jason Love and Friends

Comedy Sponsors Asphalt MD’s Flood Response

Comedy Food Sponsors Conserve Landcare Payne Pest Management

SUN CITY PALM DESERT SIERRA BALLROOM

Comedy Scholarship Sponsor

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Second Water Conservation Emergency Regulation of 2022 Frequently Asked Questions Updated: June 6, 2022 By State Water Resources Control Board

General Information 1)

Where can I find information on the State Water Board's second water conservation emergency regulation of 2022? You can find updated documents and subscribe to the Water Conservation Regulations email list for announcements on the State Water Board’s Water Conservation Emergency Regulations webpage.

Where can I find the adopted emergency regulation?

What is now required?

· ·

Urban water suppliers must submit preliminary supply and demand assessments to the Department of Water Resources by June 1, 2022. Urban water suppliers must implement all conservation actions in their locally adopted plans meant to address at least a water shortage level of 10 to 20 percent (Level 2) by June 10, 2022. Owners and managers of commercial, industrial, and institutional properties must not use potable water for irrigating non-functional turf.

HOA Living | JULY, 2022

Does the non-functional turf irrigation ban apply to residential properties? No, residential properties may continue to irrigate turf, subject to local rules. The Board encourages people to reduce turf irrigation on their properties and to convert turf to water-wise plants, but those are not required by this regulation. For more information and practical tips for converting your landscape and making your yard more water-wise, visit SaveOurWater.com.

How long will the emergency regulation be in effect?

The adopted regulation text is available on the Board’s Water Conservation Emergency Regulations webpage.

What is “non-functional turf ”? Non-functional turf is a ground cover surface of mowed grass that is ornamental and not otherwise used for human recreation purposes. Non-functional turf does not include school fields, sports fields, and areas regularly used for civic or community events.

Once the emergency regulation takes effect, it will remain in effect for one year, unless the State Water Board (Board) modifies it, readopts it, or ends it before then.

What is “turf ”? Turf means “a ground cover surface of mowed grass.” This official definition of turf can be found in section 491 of title 23 of the California Code of Regulations.

When will the emergency regulation be in effect? The emergency regulation is expected to become effective on or about June 16, 2022. The official date will be posted on the Water Conservation Emergency Regulations webpage.

Non-Functional Turf

Are there any exceptions to the non-functional turf irrigation ban? The ban only applies to irrigation of non-functional turf in the commercial, industrial, and institutional sectors and only applies to irrigation with potable water. It does not apply to residential lawns or any turf that is regularly used for human recreational purposes, such as community spaces, or sports fields and other turf spaces used for

recreation or events. The regulation does not ban the irrigation of trees or other non-turf plantings. There is an exemption process available for certain low water using turf species and irrigation approaches. To be exempt from the ban, an owner or manager must provide to their water supplier evidence that they have met two requirements: (1) the user must certify that the turf species needs low levels of water (a plant factor of 0.3 or less; “plant factor” is a factor used to estimate the amount of water needed by plants – see section 491 of title 23 of the California Code of Regulations) and (2) the user must demonstrate that the turf is irrigated in a way that uses low levels of water (less than 40 percent of reference evapotranspiration). For more information on plant factors and reference evapotranspiration, see the state's Model Water Efficient Landscape Ordinance.

10)

In addition, anyone may report water waste, including irrigation of non-functional turf on a commercial, industrial, or institutional property, to the Board at SaveWater.CA.Gov. The Board may use its enforcement authority to respond to violations of the regulation.

13)

May people use recycled water or greywater to irrigate turf? Yes, however the Board encourages people to prioritize irrigation of trees and other plants due to the severity of the drought and the amount of water required for turf.

11)

12)

Local or Board enforcement may include warning letters, conservation orders, and fines (up to $500 per day). The Board also encourages agencies to provide additional assistance to disadvantaged communities and translate conservation announcements and materials into the languages spoken at properties in commercial, industrial, and institutional sectors.

Does the regulation affect trees? Do urban trees need to be watered? The regulation does not restrict the watering of trees, just turf. Although most mature trees often require little to no irrigation, some species do. The Board urges people to continue to water trees, even while reducing or stopping the irrigation of turf. Trees that are just getting established may need to be watered more frequently, including hand watering. Trees near or on non-functional turf could be impacted by some responses to the ban on turf irrigation, but the regulation allows continued irrigation of trees even if turf, such as turf under trees, will receive water. For more information about tree species and water needs, visit the Save Our Trees section within SaveOurWater.com. Who will enforce the non-functional turf prohibition? Water suppliers and local governments are expected to communicate the ban on irrigation of non-functional turf to their commercial, industrial, and institutional customers. The emergency regulation makes violations of the ban an infraction: any entity that is already authorized to enforce infractions, such as a water supplier or local government, may choose to enforce violations of the regulation.

What actions may a water supplier or local government (or any entity already authorized to enforce infractions) take to enforce violations of the regulation? What actions may the Board take?

14)

Where can I report water waste violations? You can report water waste violations online at SaveWater. CA.Gov. These reports are sent to local water suppliers and the Board. The website allows you to upload photos, which helps with enforcement decision-making.

Homeowners’ Associations (HOAs) & HOA Residents 15)

Does this regulation apply to HOAs? Yes, but only to non-functional turf on property the homeowners’ association (HOA) owns, not residences. While an individual’s property is considered residential, property owned and maintained by an HOA is considered the same as landscapes owned and maintained by commercial or institutional entities. This means that the regulation does not prevent homeowners from irrigating turf; it prohibits the irrigation of non-functional turf (with potable water) on property an HOA owns. However, the regulation does not ban the irrigation of turf used for recreation or community activities.

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Water Shortage Response Actions 19)

Where are instructions for suppliers to submit preliminary annual supply and demand assessments? Annual supply and demand assessments should be submitted to the Department of Water Resources. Instructions for submitting this information can be found on the Department of Water Resources website.

16)

20) By when must urban water suppliers that have not yet An HOA should review areas of turf that it maintains, consult with residents, and determine whether the turf is functional or not. Water suppliers may defer to HOAs’ determinations that specific areas of turf are used for recreation or community events. However, water suppliers also retain the authority to enforce the irrigation ban if there is a documented violation.

17)

Are apartment buildings considered part of the commercial, industrial, and institutional sectors? Most apartment buildings are part of the residential sector and therefore not subject to the ban on irrigation of non-functional turf. However, apartment buildings may also include commercial facilities, such as ground floor businesses or other commercial operations on site, in the same manner as HOAs (see above). Apartment building owners and managers should check with their water supplier to see whether their building or complex may be considered, in part, commercial, industrial, or institutional and would therefore have some landscaped areas subject to the same rules (and exclusions) as similarly situated landscaped areas in HOAs.

Per the regulation, urban water suppliers must implement Level 2 demand reduction actions by June 10, 2022.

21)

HOA Living | JULY, 2022

What are Level 2 water shortage response actions? For most urban water suppliers, water shortage responses have been adopted in the supplier’s water shortage contingency plan and include actions intended to respond to a water shortage of 10 to 20 percent. Examples of Level 2 actions include rebate programs, drought rate structures, expanding information campaigns, and restrictions on outdoor irrigation days and times.

Can my HOA stop me from conserving water? No. Homeowners may remove their lawns and replace them with water-wise plants. If you install waterefficient landscaping during the drought, your HOA cannot prevent you from maintaining it or require you to remove it when there is no longer a drought state of emergency. Additionally, your HOA cannot impose a fine or assessment for reducing or eliminating the watering of vegetation or lawns during a drought state of emergency, nor can it prohibit, or include conditions that have the effect of prohibiting, the use of low water-using plants as a group or as a replacement of existing turf. For more information and practical tips for making your yard more water-wise, visit SaveOurWater.com.

18)

implemented Level 2 water shortage response actions do so?

Who decides if turf is functional?

22)

Are drought rate structures required? Water suppliers are required to either implement drought pricing or enact a water waste ordinance (see Water Code sections 365-367). When implementing drought pricing, water suppliers should design rates or surcharges to incentivize conservation by high-use customers. Information on conservation pricing is available on the Board’s website.

23)

If a water supplier has adequate supply according to its supply and demand assessment, why is it required to implement Level 2 demand reduction actions? The severity of this new normal makes it imperative that all Californians save water in every way possible. The drought emergency is statewide, and conservation is important to extend supplies so that more water is left for the future and for the environment. All water suppliers can support California’s water resilience through additional conservation. See Question #27 for clarification on which water suppliers may take alternative compliance actions.

24)

Are water suppliers required to implement all demand reduction actions in Level 2 of their plan? Yes, water suppliers are required to implement all of their Level 2 demand reduction actions. However, they do not have to implement new residential connection moratoria if that is one of their Level 2 actions. See Question #27 for clarification on which water suppliers may take alternative compliance actions.

25)

Are water suppliers required to implement Level 2 actions that do not reduce the demand for water?

28)

Does the regulation require urban water suppliers to implement Level 3 actions? No, but Governor Newsom has encouraged all urban water suppliers to implement stronger actions that would respond to water shortages of up to 30 percent (Level 3 actions).

Other Information 29)

Am I subject to both this new regulation and the one adopted in January 2022 that prohibits certain wasteful

Supply augmentation actions identified in Level 2 of a supplier’s water shortage contingency plan are not required by this regulation; only Level 2 demand reduction actions are required.

26)

What if an urban water supplier has not defined Level 2 water shortage response actions?

If an urban water supplier has not already complied with the preexisting requirement to submit a water shortage contingency plan to the Department of Water Resources, then, by July 10, 2022, they are required to implement the minimum demand reduction actions listed in the regulation: (1) a public information and outreach campaign, (2) a weekly irrigation schedule, and (3) bans on water uses as prohibited in the Board’s January 2022 emergency regulation. For more details, see the regulation on the Water Conservation Emergency Regulations webpage. These actions were adopted after considering suggestions from the Department of Water Resources and public comment. Regulations

27)

water-use practices? Yes. Both regulations are currently in effect. (The earlier emergency regulation adopted in January 2022 will remain in effect until January 18, 2023, unless the Board acts to end, modify, or readopt it before then). This means that turf irrigation that is not prohibited must still be done in a manner that does not cause water to flow onto adjacent property, non-irrigated areas, private and public walkways, roadways, parking lots, or structures.

Which suppliers may take alternative compliance actions?

30) How is the Board advancing drought resilience and

Water suppliers may elect to implement the minimum actions required of suppliers that have not yet submitted water shortage contingency plans instead of all their Level 2 demand reduction actions if they meet the following criteria: (1) their annual water supply and demand assessment demonstrates an ability to maintain reliable supply until September 30, 2023; (2) they do not rely on, for any part of their supply, the Colorado River, State Water Project, or Central Valley Project, and no more than 10 percent of their supply comes from critically overdrafted groundwater basins as designated by the Department of Water Resources; and (3) their average number of gallons of water used per person, per day by residential customers for the year 2020 is below 55 gallons, as reported to the Board in the Electronic Annual Report.

Among other ongoing activities related to water rights and water quality, the Board is working on regulations to Make Conservation a California Way of Life, including adopting long-term standards for the efficient use of water and water loss performance standards for urban retail water suppliers. The Safe and Affordable Funding for Equity and Resilience (SAFER) program supports permanent and sustainable drinking water solutions that ensure all Californians have access to safe, affordable, and reliable drinking water. For information and updates on the Board’s drought activities, visit the Board’s Drought website.

water conservation for the long-term?

Regulations

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Water use restrictions Level 1: Always in effect Watering so much that it runs onto the sidewalk, driveway or other non-landscape areas. Watering during and 48 hours after rain Applying water to driveways, sidewalks, concrete or asphalt is prohibited unless to address immediate health and safety needs. Reasonable pressure washer or water broom use is permitted. Running water to wash vehicles. The use of buckets and stop nozzles on hoses, for rinsing only, shall be permitted.

Penalties First offense: $50 single-family homes/ $100 all others Second offense: $100 single-family homes/ $200 all others Third & beyond offenses: $250 single-family homes/ $500 all others

Level 2: Approved 6/7/22 No daylight spray/sprinkler irrigation (except for leak checks or Agency-approved conservation plan) Restaurants to only serve water when guests ask for it

Level 2 effective June 7, 2022 until rescinded

Be water wise with Grass replacement

$2-3/square foot to convert grass to desert landscaping

Efficient nozzles

Up to $7/nozzle to install efficient sprinkler heads

See Water Waste? Report it! www.dwa.org/report

INCENTIVE$! Smart controllers

Up to $250 for weather-based irrigation timer installed. Up to $10,750 for large properties.

Details at: 28

HOA Living | JULY, 2022

EnergyStar washers

Up to $250 for efficient washing machines for residents

www.dwa.org/save

New Water Restrictions for HOAs Announced By Ashley Metzger Water agencies in the Coachella Valley and across California are increasing water restrictions due to state drought mandates. Local restrictions that affect HOAs include no daylight sprinkler/spray irrigation and dining establishments to serve water only on request. The state also recently prohibited government, businesses and HOA common areas from irrigating grass that isn’t used for recreation or tree or shrub health. If you have any questions about this prohibition, please check out the State website (www.bit.ly/conservationreg). For questions about the local restrictions or programs to help you save, contact your water provider. You may be able to get financial incentives, a personalized analysis of your HOA’s water use, or other support to save water. Water agencies are here to help! Ashley Metzger is the Director of Public Affairs & Water Planning for the Desert Water Agency. She can be reached at (760) 323-4971 x 184 or by email to A Metzger@dwa. org. Visit www.dwa.org for more information.

WELCOME ABOARD Ruff Ruff Poop Bags – Nishan Joshi By Meaghan Gaffney-Howe, CMCA, AMS

elcome aboard, Ruff Ruff Poop Bags! Founded one year ago by Nishan and Jayne Joshi, Ruff Ruff Poop Bags was started out of necessity (and curiosity)! As owners and operators of a janNishan Joshi itorial business serving HOAs and commercial clients throughout California for over ten years, the Joshi’s were regularly purchasing poop bags to refill dog stations throughout the communities they serviced. Recognizing a gap in the market for affordable products and better customer service, Ruff Ruff was born. Located in Anaheim with four employees, one warehouse, and servicing three states (California, Nevada, and Arizona), Ruff Ruff Poop Bags serves as a great resource to the industry by providing information and support for all your pet product needs, with patience and an ethical approach. Nishan and Jayne Joshi have been members of CAI for 12 years with their janitorial business, and they know how to meet the needs of managers, homeowners, and boards of directors. They believe in saving their clients and homeowners money, which is reflected in their pricing. Knowing how important it is to keep things moving in this industry, clients are billed on a net-30 basis, and Ruff Ruff Poop Bags does their best to cater to all customer demands. They are passionate and excited about the company and can’t wait to deliver poop bags to the Coachella Valley and beyond. Nishan Joshi is the primary sales representative of Ruff Ruff Poop Bags, and Jayne is their customer service representative. A husband-and-wife team with a passion for people, the Joshis love traveling, being outdoors, the beach, and of course, animals! To add a little flair to the company, they named their products after three of their favorite pups: Bullet, the family German Shepherd; Zoey, their Golden Doodle dog niece; and Tuna, their besties’ travelling bulldog. The Joshis recently had their first baby and are loving the work-life-family juggle of being entrepreneurs and running their own business. Jayne is from Australia and holds a degree in Business Management and Marketing, and Nishan, who grew up here in Riverside County, holds a degree in engineering. You can reach Nishan and Jayne at sales@ruffruffpoopbags.com, orders@ruffruffpoopbags.com, or (714) 732-8993. Their physical address is 3160 E. La Palma Ave., Suite D, Anaheim, CA 92806. For more information on Ruff Ruff Poop Bags and how they can benefit your home or community, please contact a representative or visit www. ruffruffpoopbags.com. Meaghan Gaffney-Howe, CMCA, AMS is a community manager and Vice President of The Gaffney Group, Inc. Meaghan can be reached at meaghan@thegaffneygroup.net.

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MEE T THE BOARD Julie R. Balbini, Esq. (President-Elect) Shareholder & Managing Attorney, Coachella Valley Office, Fiore Racobs & Powers, A PLC lyn Ramo

By Marilyn Ramos

his article is part of a series featuring CAI-CV board members and committee chairs. Today, we profile board member and PresidentElect Julie R. Balbini, Esq. Julie joined Fiore Racobs & Powers, A PLC, in October 2016 and became a shareholder in early 2021. She is currently the managing attorney of the Coachella Valley office located in Palm Desert. They have 14 Julie Balbini, Esq. attorneys spread out over four offices in Southern California and are a full-service law firm that only represents common interest developments (aka community associations/homeowners associations). Julie is originally from Los Angeles. She grew up in Encino but her family moved to the desert in 1991, when she was in college. She was a theatre major at Pomona College in Claremont and moved to New York after graduation to work in theatre. Law school brought her back to California where she attended the UCLA School of Law. She graduated in 2000 and was admitted to practice law in December of that same year. Julie moved to the desert in January of 2002 to accept a position as an attorney at Best Best & Krieger LLP. Following BB&K, she was a deputy district attorney for the Riverside County District Attorney’s desert office in Indio. After that, she joined Mueller/Olivier/Whittaker LLP and then Vincent R. Whittaker, APC before becoming a sole practitioner for almost two years prior to joining the Fiore law firm in 2016. Her legal involvement includes serving as treasurer, secretary, vice president and then president of the Desert Bar Association. She is also a member of the California Bar Association and has been admitted to the U.S. Court of Appeals 9th Circuit and the U.S. District Court Central District of California. It’s not all serious legal stuff for Julie though. She is a wife (to husband Francesco) and mother to Leonardo (4) and Alessandra (5 months). Also, as was noted, Julie was a theatre major at Pomona College and she loves singing and

HOA Living | JULY, 2022

acting which occasionally leads to dancing as well. Julie previously served as vice president of the Desert Theatre League. In 2010, she was the Grand Prize winner of the McCallum Theatre's Open Call Talent Competition, and she continues to perform at select musical and charity events in the Coachella Valley. She has been in iconic shows like Spamalot – Anything Goes, Miss Saigon, Les Misérables, Kiss Me, Kate, Chicago, West Side Story and The Phantom of the Opera. Julie has been active with the CAI-CV chapter since 2018. She has been the Programs Committee chair and the board secretary and now she is president-elect. She has a very funny story about when she attended her first CAI-CV event. Upon seeing her, several people during different parts of the program swooped in to give her hugs and just happy to see her (which was strange since it was her first CAI event). She thought everyone was just really friendly in our industry and very welcoming, but then she discovered that she had a doppelgänger – Nena Rutherford-Milward! At least it was evident that everyone loved Nena! Although she has been part of the CAI-CV community for more than five years now, she still on occasion gets a hug from someone who thinks she is Nena. She has considered an additional name tag that says, “Not Nena.” Separated at birth? Julie joined the CAI-CV chapter as a way to learn more about the industry and meet people but now it is integral to her work as a CID attorney. She appreciates the educational and networking opportunities that the chapter offers. She wishes, however, that more people would get involved, especially homeowner leaders. She wants to help CAI-CV continue to work towards recovering from the pandemic setbacks, grow the chapter, and get people back to in-person events. Thank you, Julie, for your commitment to the CAI-CV chapter. If we don’t see you at a CAI-CV event maybe we’ll see you on the stage. 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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How Water Keeps Your Dog Cool By Jamie Pricer

Clean and fresh water can help your pooch handle hot summer days. Dogs don’t sweat, so they can’t cool themselves off as well as people can. HERE ARE TIPS:

WHAT ELSE CAN YOU DO?

• Put an ice cube in your dog’s water bowl and refresh the water often.

• Dogs stay cooler taking naps on non-carpeted floors.

• Set up a doggy pool in the shade for your dog.

• Exercise in the early morning and late evening. Never walk during the midday, especially in direct sun.

• Always carry fresh water for your dog. •

If your dog is overheated, it’s best to give him/her room temperature or cool water as ice-cold water can upset their stomachs.

• Rinse a bandana under cold water, wring out slightly and put around your dog’s neck. • Wet your dog’s paws.

• Avoid extreme heat and heatrelated illnesses like heat stroke and heat exhaustion by bringing dogs indoors. • 5-second rule: If it’s too hot to hold the back of your palm on the pavement for five seconds, it’s too hot for your dog’s paws.

Jamie Pricer is the Communications Specialists for Coachella Valley Water District (CVWD). CVWD is a public water 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 113,000 residential and business customers across 1,000 square miles located primarily in Riverside County, but also in portions of Imperial and San Diego counties. 32

HOA Living | JULY, 2022

Why Are Insurance Premiums on Fire? Interview with Patrick Prendiville, Prendiville Insurance Agency by Christina Baine DeJardin, Esq.

recently sat down with Patrick Prendiville to discuss why some homeowners associations are facing skyrocketing insurance premiums. Below is a summary of our conversation.

CD: Patrick, how much are insurance premiums increasing?

PP: Typically,

we tell our clients to anticipate a standard increase of about 6%. However, in some cases the increases that we’re seeing now are much higher. We recommend that homeowners associations reach out to their agent or broker to find out what kind of increase they should anticipate and budget for.

CD: Why are insurance premiums going up so much?

PP: This

is a little complicated but, from my standpoint, there are three primary reasons why insurance premiums for some associations are dramatically increasing. The first reason is reinsurance. Reinsurers form an important segment of the insurance industry and specialize in financially backing other insurance companies. They essentially help to limit insurance companies’ exposure in the event of significant losses. Without healthy reinsurers, the entire industry can falter. Reinsurance covers all different perils. Reinsurers could be hit with losses from wind damage in Texas and wildfires in California. Over the past several years, the heavy tolls from wildfires and “nuclear” verdicts have taken a serious toll on reinsurers, forcing many to pull back coverage and increase prices. Of course, this has had a major impact on the end consumer.

It's my opinion that this trend started in 2017 with the Tubbs Fire in the coffee Park region of Santa Rosa. The fire started as a result of a homeowner’s faulty electrical equipment. While there wasn’t much brush in the area, everything just started catching on fire. Reinsurers became really worried about flying embers. This was followed by the Malibu fires. Reinsurers got nailed with huge claims and it became too expensive for many to reinsure. The second reason for higher premiums relates to the cost of reconstruction. Even before the latest talk of inflation and supply chain issues, construction prices have seen a dramatic rise. It’s routine that we now see 8-12% increases in reconstruction costs. Every raw material in construction is going up. The cost of labor is also going up. The replacement value for homeowners associations has grown by double digits in the last few years. As a result, carriers have had to increase the policy limits, which has led to premiums going up. This is a national problem. Wildfires are the third reason why premiums are increasing. Even for regions that are not prone to wildfires, premiums have gone up to some degree. In regions where there are brush areas, homeowners associations have seen huge increases in premiums, as well as a reduction in available insurance limits, forcing some to insure for only a fraction of the true value.

CD: How long is this going to go on and

PP: Well, it’s important to note that not all associations are experiencing significant increases, but it is true to say that the industry as a whole is experiencing price inflation. We’re not sure how long this could go on. If property and casualty losses continue along the trend we’ve been seeing for the last five years, this could be the new normal. However, we’ve seen similar cycles before and the cycle tends to be several years. CAI’s legislative arm, the California Legislative Action Committee (CLAC), has been working on the wildfire issue through their Wildfire Task Force. After multiple meetings with the Department of Insurance and California Fair Plan, the Task Force has been successful in getting the available property limits from Fair Plan increased from $3.5M to $8M. The Wildfire Task Force has also been invited to comment on pending policy changes at the Department of Insurance. If you have been affected by the high premiums, CLAC invites you to tell your story using the link at www.caiclac.com. Christina Baine DeJardin, Esq. is an attorney for the Delphi Law Group, LLP. She is a past president of the Chapter and serves on the Programs Committee and on CAI-CV’s Legislative Support Committee. Christina is also one of the Chapter’s two Delegates to the California Legislative Action Committee (CLAC). Christina may be reached at (844) 433-5744, extension 705, or by email at cdejardin@delphillp.com.

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CAI-CV News Alert! Attention HOA Board Members! New Resources Landing Page. By CAI-CV Homeowner Leader Committee “CAI-CV is accomplishing its mission! Check out the new HOMEOWNER LEADER RESOURCES PAGES at WWW. CAI.CV.ORG, Resources, HOA Board Resources.” The Homeowner Leader Committee has provided another tool for community board members to help them keep up to date with the latest HOA best practices and resources. Sign on to the CAI-CV website at www.cai-cv.org, click on the Resource tab at the top of the page, and scroll down and tap on HOA Board Resources. You will find - in one location - just about everything a board member might want in his or her tool bag. The site is designed to benefit both new and experienced directors. You will find all the information required to conduct board duties with effectiveness and knowledge. Please give us your feedback and let us know if you want additional information added. Contact us at HOALiving@CAI-CV. org. We also invite you to join the Homeowner Leader Committee. Call the CAI-CV office for more information.

“The mission of the Community Association's Institute - Coachella Valley Chapter is to be the authoritative source for HOA education, leadership development, and networking, providing HOA boards, managers, and supporting businesses the tools they need to foster BETTER HOA LIVING.” 34

HOA Living | JULY, 2022

TIME HONORED Kevin Leonard

By Meaghan Gaffney-Howe, CMCA, AMS Kevin Leonard, RS has been in the Coachella Valley since 2016. As the president of Association Reserves, which was founded in 1988, Kevin’s career in the HOA industry began and continues to be providing reserve studies to community associations. Kevin credits business partner Robert Nordlund, the CEO of Association Reserves, and Sean Kargari, the president of Association Reserves’ Los Angeles office, as mentors who have played an integral role in his professional developKevin Leonard, RS ment. Noting a lack of college courses and industry-specific training for the reserve study business, Kevin is grateful to these individuals for mentoring both he and the other reserve specialists on staff. Kevin has been a member of CAI since 2013, joining for the opportunity to form great professional relationships with like-minded individuals. He has served on CAI-CV’s Golf Committee and the Inland Empire Magazine Committee and looks forward to participating more in the future as his schedule allows. He adds, “The networking, events, committees, and leaders of CAI elevate the standards of our industry and the combined efforts of all the members help guide the community association industry into a bright future.” Very well said! Following graduation at Oaks Christian School in Westlake Village, Kevin went on to major in Business Administration from California Lutheran University. His hobbies include golf, hiking, reading, piano, and spending time with family, which includes Manon, Kevin’s wife of four years. Originally from the Netherlands, Manon owns her own consulting business which focuses on leadership and accountability. Kevin states that he would not be where he is today, personally or professionally, without Manon’s encouragement and guidance. “In omnia paratus” is a phrase that Manon says frequently and has become a favorite saying of Kevin’s. It is Latin for “prepared for anything,” and, as Kevin says, “Reminds me that the world is random. It’s best to have a backup plan and be ready to handle any situation that comes my way.” One of Kevin’s proudest achievements while working in the CID industry is writing the book, Understanding Reserves, a Guide to Your Association’s Reserve Fund and Reserve Study. This happens to also be the book that is on his desk now. He notes that based on the feedback received thus far, “It’s clear that the book achieved its purpose of better informing managers and board members about reserve studies,” adding, “As a reserve study provider, our goal is to successfully guide our clients to the future. This book is one step toward achieving that goal.” The book can be purchased on Amazon. There is also a brief PDF download on the website: www.reservestudy.com. Kevin, thank you for your membership in CAI-CV and for your dedication to the CID industry! Meaghan Gaffney-Howe, CMCA, AMS is a community manager and Vice President of The Gaffney Group, Inc. Meaghan can be reached at meaghan@thegaffneygroup.net.

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HOA Living | JULY, 2022

Budgeting for Security Guard Services for 2023 By Kimberly Burnett

ecurity expense tends to be one of the most expensive line items in most HOA budgets. Be prepared, prices are on the rise. When planning your budgets, it may help to understand the driving forces of these increases; labor market demands, change in work force, and inflation. Historically, security rates were based on minimum wage, but during and after Covid things have really changed. The labor market today has become more employee focused. There are fewer officers in the marketplace, increased demand for higher pay, and higher expectations for officer qualifications. Covid spurred on the Great Resignation of 2021, when record numbers of employees voluntarily quit their jobs. Unfortunately, this was not just short-term turbulence provoked by the pandemic. Instead, it is part of a trend of rising quit rates that began more than a decade ago. Five main factors are at play in this trend: retirement, relocation, reconsideration, reshuffling, and reluctance. For budget planning purposes, we can assume these factors are here to stay.

Source: Bureau of Labor Statistics, author's calculations

Inflation is another factor that impacts security rates, hitting HOAs with higher costs. Throughout the country, we are experiencing a rise in grocery costs, fuel costs and utilities. These increased costs have a direct impact on rates. For example, increased fuel costs directly impact the cost for patrols. However, inflation also increases the cost of living for security personnel and puts added pressure for increased wages. The solution is to plan for increases and take the time to understand every facet of your security expense. Keep in mind that in today’s market, good employees are harder to find, and they want to feel like they are respected and regarded as an important part of a community. Pay attention to what your security company is offering officers in terms of compensation and benefits and create your own incentives to keep good officers. A stable workforce will pay off in the long run. Retirement, relocation, reconsideration, reshuffling, and reluctance will continue to impact the security industry and other labor-intensive markets for the foreseeable future. To help navigate this reality, work with your security company to enhance the work environment, investigate the salaries and incentives being offered to your officers, and plan your budgets appropriately. Kimberly Burnett is the Business Development Manager for DSI Security Services. She can be reached at (909) 238.3827 or by email at kburnett@dsisecurity.com. CAI-CV.org

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T I TA N I U M S P O T L I G H T THANK YOU TO C.L. SIGLER & ASSOCIATES, INC. FOR THEIR GENEROUS SUPPORT OF CAI-CV

LOCAL & Experienced SB326 Inspections and Construction Consulting C.L. Sigler & Associates, Inc. is in its 21st year of business, founded in 2001 by Chris Sigler, its president and CEO. Beginning in the San Francisco Bay Area as an independent project manager for HOAs, we have grown into a team of 10 construction management professionals and support staff. Our team includes technical construction consultants/project managers, in-house inspectors and AutoCAD drafting to complement our work scope and specification writing, and support staff. Our reputation for helping professional community managers and HOA clients is unmatched in the SF Bay Area. We’ve been working for most of the major management firms and HOAs in the Bay Area for years. We opened our Palm Desert office in late 2019. In two and a half years we have developed a great network of contractors to work with and have formed great business partnerships throughout the Valley. Education and information exchange is our mission, and we do our level best to expose our clients to concepts such as “good, better, best” – wherein best practices are always the goal, if the association is collaborative, willing and able.

Chris Sigler, C.L. Sigler & Associates’ Founder and President, is a Civil Engineer and has worked in the HOA world for two decades in Northern California, and has tremendous experience to offer. He’s been writing articles for CAI-CV’s “HOA Living” (formerly Quorum) Magazine over the past two years and is committed to educating our chapter members (and beyond) about all that construction consulting do to help our Coachella Valley YOUR LOCALcan COACHELLA VALLEY communities thrive.

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In fact, Chris and his team were recently chosen to particHOA in CONSTRUCTION FOR 20 YEARS! ipate the making of anCONSULTANTS educational mini documentary (five minutes long) for “The Viewpoint Project” with CALL US TO HEAR ABOUT HOW YOUR PROJECTS CAN DennisBE Quaid, will air both here in the MOREwhich SUCCESSFUL ANDregionally PROTECTED! west, but also nationally on PBS. The educational piece ❑ Let us professionally manage your project is about next-gen forensics and the use of construction ❑ No Project too small or too large ❑ We write your and specifications consulting in scope common interest developments. It addresses ❑ We create & manage, budget and schedule, & handle communications the challenges that our industry faces in keeping up the ❑ Provide Quality Control during the work reserves to Construction prepare for the inevitable – repairs main❑ Provide full Administration, including tracking and payments and lien releases tenance projects, using best practices with independent professional oversight. 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!

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Yes, it is true! Sigler is here to stay and can be your local go-to guy for the Balcony Bill! The Sigler ownership has purchased their location here in Palm Desert and can educate and inform you, then inspect, report and guide you. A practical approach with an understanding of HOA dynamics is the key, and Sigler offers plenty of experience to back up their consulting work. Borescope placed in the drilled hole

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HOA Living | JULY, 2022

2022 CALENDAR

KEY: HOLIDAYS = RED CEU = GREEN COMMITTEE MEETINGS = BLUE

COMMITTEE TIMES

Awards Committee ...............................................12:00 PM Bowling Committee ..............................................12:00 PM Business Partner Committee ..................................3:30 PM Education Committee ...........................................12:00 PM Golf Committee ....................................................12:00 PM HOA Living Committee .........................................12:00 PM Homeowner Leader Committee ..............................8:30 AM LSC Committee ....................................................12:00 PM Membership Committee .........................................3:30 PM Oktoberfest Committee ........................................12:00 PM PR & Communications Committee ........................12:00 PM Professional Managers Committee .........................3:30 PM Programs Committee .............................................4:00 PM Volunteer Committee ............................................12:00 PM Wine Tasting Committee .........................................3:30 PM

JULY

Monday Tuesday Tuesday Wednesday Wednesday Thursday Friday Friday Monday Monday Tuesday Tuesday Wednesday Wednesday Monday Tuesday Wednesday Friday

4 5 5 6 6 7 8 8 11 11 12 12 13 13 18 19 20 22

Tuesday

Wednesday 27 Thursday 28

AUGUST Monday Monday Tuesday Tuesday Wednesday Wednesday Thursday Friday Monday Tuesday Tuesday Wednesday Wednesday Tuesday Wednesday Friday

1 1 2 2 3 3 4 5 8 9 9 10 10 16 17 19

Wednesday 24 Thursday 25 Tuesday 30

Independence Day Homeowner Leader Committee Business Partner Committee HOA Living Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Bowling Tournament Programs Committee PR & Communications Committee Board Member Workshop (BMW) Membership Committee Education Committee Wine Tasting Committee Golf Committee Bowling Committee Oktoberfest Committee Educational Program & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting Volunteer Committee Legislative Support Committee

Programs Committee PR & Communications Committee Homeowner Leader Committee Business Partner Committee HOA Living Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Golf Committee Board Member Workshop (BMW) Membership Committee Education Committee Wine Tasting Committee Bowling Committee Oktoberfest Committee Educational Program & Mini Trade Show (CEU) Volunteer Committee Legislative Support Committee Executive Committee & CAI-CV Board Meeting

ABBREVIATIONS CAM – Community Association Manager CID – Common Interest Development (HOA) CMCA – Certified Manager of Community Associations LSC – Legislative Support Committee

SEPTEMBER Thursday Friday Monday Tuesday Tuesday Wednesday Wednesday Monday Monday Tuesday Tuesday Wednesday Wednesday Thursday Friday

1 2 5 6 6 7 7 12 12 13 13 14 14 15 16

Monday Tuesday Wednesday Thursday Friday Tuesday

19 20 21 22 23 27

Wednesday 28 Thursday 29

Awards Committee Manager On The Run (MOTR)(CEU) Labor Day Board Member Workshop (BMW) Business Partner Committee HOA Living Committee Professional Managers Committee Programs Committee PR & Communications Committee Homeowner Leader Committee Membership Committee Education Committee Wine Tasting Committee DCHC All Valley Meeting Educational Program & Mini Trade Show (CEU) Golf Committee Bowling Committee Oktoberfest Committee Scholarship Social CAI Employment Fair Executive Committee & CAI-CV Board Meeting Volunteer Committee Legislative Support Committee

OCTOBER Monday Monday Tuesday Tuesday Wednesday Wednesday Thursday Friday Monday Tuesday Tuesday Wed-Sat

3 3 4 4 5 5 6 7 10 11 11 12-15

Monday Tuesday Wednesday Wednesday Wednesday Thursday Friday

17 18 19 19 19 20 21

Tuesday

Wednesday 26 Thursday 27 Friday 28

Programs Committee PR & Communications Committee Board Member Workshop (BMW) Business Partner Committee HOA Living Committee Professional Managers Committee Awards Committee Manager On The Run (MOTR)(CEU) Columbus Day Homeowner Leader Committee Membership Committee Legal Forum & CID Law Course (CEU) Golf Committee Bowling Committee Education Committee Wine Tasting Committee Oktoberfest Committee DCHC All Valley Meeting Legislative Update & Mini Trade Show (CEU) Executive Committee & CAI-CV Board Meeting Volunteer Committee Legislative Support Committee Oktoberfest Event

NOVEMBER Tuesday Tuesday Wednesday Wednesday Wednesday Thursday Friday

1 1 2 2 2 3 4

Board Member Workshop (BMW) Membership Committee HOA Living Committee Professional Managers Committee Homeowner Leader Committee Awards Committee Manager On The Run (MOTR)(CEU)

Monday Monday Tuesday Wednesday Wednesday Friday Friday Monday Tuesday

7 7 8 9 9 11 11 14 15

Programs Committee PR & Communications Committee Business Partner Committee Education Committee Wine Tasting Committee Board Member Workshop (BMW) Corks for CLAC Wine Tasting Golf Committee Executive Committee & CAI-CV Board Meeting Wednesday 16 Oktoberfest Committee Thursday 17 DCHC All Valley Meeting Thursday 17 Legislative Support Committee Friday 18 Educational Program & Mini Trade Show (CEU) Wednesday 23 Volunteer Committee Thur-Fri 24-25 Thanksgiving Tuesday 29 Bowling Committee

DECEMBER Thursday Friday Monday Monday Tuesday Tuesday Tuesday Wednesday Wednesday Wednesday Friday Monday Tuesday

1 2 5 5 6 6 6 7 7 7 9 12 13

Wednesday 14 Wednesday 14 Friday 16 Tuesday Wednesday Monday Wednesday Thursday

20 21 26 28 29

Awards Committee Manager On The Run (MOTR)(CEU) Programs Committee PR & Communications Committee Board Member Workshop (BMW) Business Partner Committee Membership Committee HOA Living Committee Professional Managers Committee Homeowner Leader Committee Holiday Golf Tournament Golf Committee Executive Committee & CAI-CV Board Meeting Education Committee Wine Tasting Committee Educational Program & Mini Trade Show (CEU) Bowling Committee Oktoberfest Committee Christmas Volunteer Committee Legislative Support Committee

JANUARY Monday Tuesday Tuesday Wednesday Wednesday Thursday Monday Monday Tuesday Wednesday Wednesday Friday Monday Tuesday Tuesday Wednesday Friday

2 3 3 4 4 5 9 9 10 11 11 13 16 17 17 18 20

Monday Wednesday Thursday Friday Tuesday

23 25 26 27 31

CEU – Continuing Education Units (for managers) CLAC – California Legislative Action Committee DCHC – Desert Cities HOA Council PCAM – Professional Community Association Manager PR – Public Relations CAI-CV.org

New Year’s Day Homeowner Leader Committee Business Partner Committee HOA Living Committee Professional Managers Committee Awards Committee Programs Committee PR & Communications Committee Membership Committee Education Committee Wine Tasting Committee Manager On The Run (MOTR)(CEU) Martin Luther King Day Board Member Workshop (BMW) Bowling Committee Oktoberfest Committee Educational Program & Mini Trade Show (CEU) Golf Committee Volunteer Committee Legislative Support Committee 2022 Annual Awards Event Executive Committee & CAI-CV Board Meeting

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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. • 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.

HOA Living | JULY, 2022

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 | JULY, 2022

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CONTACT

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THE CAI-CV OFFICE

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

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CAI-CV UPCOMING EVENTS

JULY

AUGUST

CAI-CV’s Manager on the Run

(For managers and assistant managers)

TOPIC: Fair Housing Rules & Difficult People WHEN: Friday, July 8, 2022, 8:30 a.m. WHERE: Virtual via Zoom

TOPIC: New Developments on Debt Collection WHEN: Friday, August 5, 2022, 8:30 a.m. WHERE: Virtual Via Zoom

CAI-CV’s Annual Bowling Tournament

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

2022

2022 Marketing Plan CLICK HERE

WATCH FOR THE CAI-CV MONDAY UPDATE WITH ALL EVENTS AND PROGRAMS

CAI-CV’s Board Member Workshop (BMW)

(for all members)

(For board members)

WHEN: FRIDAY, JULY 8, 5:30 p.m. WHERE: Palm Springs Lanes, Cathedral City SPONSORSHIPS

TOPIC: Developer Transition Issues WHEN: Tuesday, August 9, 2022, 9:00 a.m. WHERE: Virtual Via Zoom

CAI-CV’s Board Member Workshop (BMW)

CAI-CV’s Educational Lunch Program & Mini Trade Show

(For board members)

(for all members)

TOPIC: Fiduciary Duties | Board vs Manager WHEN: Tuesday, July 12, 2022, 9:00 a.m. WHERE: Virtual via Zoom

CAI-CV’s Educational Lunch Program & Mini Trade Show

TOPIC: Labor Law & Hiring Challenges WHEN: Friday, August 19, 2022, 11:30 a.m. WHERE: Sun City Palm Desert SPONSORSHIPS

(for all members)

TOPIC: Budgeting Beyond the Basics WHEN: Friday, July 22, 2022, 11:30 a.m. WHERE: Sun City Palm Desert SPONSORSHIPS

Sponsorships Now Available for In-Person Events Go to www.cai-cv.org, Store

CORPORATE SPONSORS TITANIUM

AMS Paving Asphalt MD’s Associa Desert Resort Management Fiore Racobs & Powers, A PLC Conserve LandCare C.L. Sigler & Associates Gardner Outdoor & Pool Remodeling IPS International Paving Services, Inc Prendiville Insurance Agency

PLATINUM

Newman & Associates CPA, PC Pacific Western Bank

GOLD

Behr Paint CIT Bank EmpireWorks Reconstruction and Painting Epsten, APC Flood Response Nissho of California, Inc. Patrol Masters, Inc. Vantage Point Construction

SILVER

Accurate Termite & Pest Control Alliance Association Bank Cooper Coatings, Inc. Payne Pest Management Sherwin Williams Paint Company Vintage Landscape

BRONZE

Barcode Automation, Inc. Beaumont Tashjian CID Consortium, LLC Delphi Law Group, LLP Diversified Asphalt Products DSI Security Services Dunn-Edwards Corporation PatioShoppers, Inc. Popular Association Banking