November - CAI-CV

NOVEMBER 2015
Coachella Valley Community Associations Institute Magazine
Montage At
Mission Hills
INSIDE
Pest Control – Bees, Fire Ants and Rodents
James R. McCormick, Jr., Esq. of Peters & Freedman, LLP, is
admitted to CAI’s College of Community Association Lawyers
Desert Cities HOA Council—Building Better Communities
Lic# 717249
What We Can Do For You:
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GURALNICK & GILLILAND, LLP
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Water-use restrictions
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Drought penalties
go into effect with
July water bills
Tier
2
Customers
are being
asked to limit
Tier 2 water
use to 36%
below their
water
budget
Mandatory restrictions include:
Repair broken sprinklers within 24 hours, fix leaks as soon as
possible
Hose must be equipped with a shutoff nozzle to wash vehicles
and windows
YOUR AD
HERE
admin@cai-cv.org | (760) 341-0559
2
Quorum November, 2015
x
Do not wash down driveways, patios or sidewalks
Do not irrigate outdoors during or within 48 hours of measurable
rainfall
Increased water budget for over-seeding is eliminated
CVWD will continue to prioritize working with customers to quickly
resolve violations. After a written warning, customers will be liable for
fines on their bill starting at $50. For a complete list of restrictions and
recommendations, visit www.cvwd.org/CVsaving36
Have questions?
We are here for you, give us a call at (760)
398-2651.Visit www.cvwd.org
Stay connected with us!
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3
CONTENTS
•
•
•
•
•
Landscape Maintenance
Tree Care
Enhancement & Construction
Water Conservation
24 Hr Emergency Service
BOARD OF DIRECTORS
COACHELLA VALLEY CHAPTER 2015
TAD BLACK, PRESIDENT
Associa OnCall
CHRISTINA BAINE DEJARDIN, ESQ.,
PAST PRESIDENT
Peters & Freedman, LLP
10
GERARD GONZALES, PRESIDENT ELECT
Albert Management, Inc.
PHYLLIS HARKINS, TREASURER
Palm Desert Country Club Association
LESLEE CICOGNA, SECRETARY
Desert Resort Management, an Associa Company
RHONDA DREWS, DIRECTOR
Desert Resort Management, an Associa Company
MATT LAWTON, DIRECTOR
Prendiville Insurance Agency
760.343.1433
72265 Manufacturing Road • Thousand Palms, CA 92276
www.conservelandcare.com
License No. 958748
YOUR HOA CAN BE
OUR NEXT COVER
OCTOBER
Coachella
Va
lley Comm
unity Assoc
iations Ins
titu
te Magazin
2015
PAULA TAPIA, DIRECTOR
Desert Resort Management, an Associa Company
FEATURES
10
By Shelly Ruegsegger
16
CAL LOCKETT
Executive Director
clockett@cai-cv.org
Pest Control – Bees,
Fire Ants and Rodents
By John Walters-Clark
ROB WINKLE, DIRECTOR
Western Pacific Roofing
CAI Coachella Valley Office
41-905 Boardwalk, Suite A-2
Palm Desert, CA 92211
Tel: (760) 341-0559
Fax: (760) 341-8443
Website: www.cai-cv.org
Montage At Mission Hills
25
James R. McCormick, Jr., Esq.
of Peters & Freedman, LLP, is
admitted to CAI’s College of
Community Association Lawyers
30
Desert Cities HOA Council—
Building Better Communities
16
20
By Dave Carter
e
CHAPTER EVENTS
ARTICLE SUBMISSIONS OR
ADVERTISING INFORMATION
20
CAI-CV Casino Night
September 25, 2015
34
25
editor@cai-cv.org
NO COST
Motorcoac
Countr y C h
lub
TO YOU
INS IDE
Motorcoac
h Country
Club
Five Thin
gs That Wil
l Take
Your Stra
tegic Plan
from
Good to
Great
Time for
an Annual
Energy Aud
The Hits
it!
Just Kee
p Coming!
The Top
10 Associa
tion Cases
EVERY COVER
HAS A STORY.
TELL US YOURS!
Friday, Oc
tob er
23, 2015
CONTACT
THE CAI-CV OFFICE
4
MUST BE CAI-CV MEMBER
IN GOOD STANDING
(760) 341-0559
editor@cai-cv.org
Quorum November, 2015
The materials contained in this publication are
designed to provide our members with accurate, timely and authoritative information with
regard to the subject covered. 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, nor
do we have the facilities or the personnel to do
so. Readers should not act on the information
contained herein without seeking more specific
professional advice from legal, accounting or
other experts as required.
34
CAI-CV Oktoberfest
October 23, 2015
32
Two Manager
Perspectives on the
M 206 Class
30
30
32
By Steve Campbell, CMCA
By Cari Burleigh, CMCA, AMS
CAI-CV.org
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5
CONTENTS
CHAPTER NEWS
QUORUM COMMITTEE MEMBERS
FRAN MULLAHY, CHAIR
Vintage Associates, Inc.
9
CAI-CV Chapter
New & Renewing
Members
40 Chapter Upcoming Events
19
14
18
PHYLLIS HARKINS, CMCA, CCAM, CO-CHAIR
Palm Desert Country Club Association
DEA FRANCK
Epsten Grinnell & Howell
DEPARTMENTS
ERIN FUJIOKA
G4S Secure Solutions USA
8
President’s Message
14
Welcome Aboard
Purified Pool Water
ANTOINETTE HAMILTON
Suntrek Solar
760-250-6232
DIANNA HENDERSON
Associa Desert Resort Management
1peggylaw@gmail.com
STEVEN SHUEY, PCAM, CCAM
Personalized Property Management
DAN STITES
CBCI Construction
KYMBERLI TAYLOR-BURKE
O’Connell Landscape
Licenses #664779
NPG AIMS to Earn Your Business
Asphalt Integrity Minded Service
NPGASPHALT.com
Asphalt Maintenance
Asphalt Removal & Replacement
New Paving Construction
Concrete Removal & Replacement
ADA Compliance Service
Grinding & Pulverizing
Overlays & Fabric Installs
All Types of Slurry Seal
Striping
Quorum November, 2015
Desert Division: 760.320.9600
18
Platinum Spotlight
United Paving Co.
19
Meet the Leadership
Committee Chair
Dana Brown
By Erin H. Fujioka
MARGARET “GEN” WANGLER, ESQ. CCAL
Fiore Racobs & Powers
TIFFANY GOFF, CCAM
The Management Trust-Desert Division
RODNEY BISSELL
Bissell Design Studios Inc.
rodney@bisselldesign.com
(714) 293-3749
19
Featured Committee
of the Month
Awards Committee
28
31
26
26Charity
The Narrow Door – Bringing Hope to
Those In Need
By Tiffany Goff, CCAM
28
Homeowners Association Law
The Davis-Stirling Act Is Not Just for
Stick-Built Housing
By Dea Franck, Esq.
SUBSCRIBER SERVICES
The Coachella Valley Quorum Magazine is a
publication expressly prepared for association
leaders, managers and related business professionals
of the Community Associations Institute. Members
are encouraged to submit articles for publishing
consideration. All articles accepted for publication in the
Quorum are subject to editing and rewriting by the
Quorum Committee.
Proud Members of: BIA,BOMA,CAI,IREM,CACM,CREW
6
JOHN WALTERS-CLARK
NPG/Nelson Paving and Grading
CREATIVE DIRECTOR & GRAPHIC DESIGNER
Services
So-Cal: 951.940.0200
By Lisa Lynn
LAURIE S. POOLE, ESQ. CCAL
Peters & Freedman, LLP
31
Water Wise
During Drought, Protect Your Trees
By Angela Fasano
36
Trending Now
Opening a Facebook Account
By Antoinette Hamilton
36
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7
FROM THE CHAPTER
President’s Message
Tad Black, Associa OnCall, CAI-CV Chapter Board President
Aaahhh, fall has finally arrived in the desert!
Welcome back to all of our part-time Coachella Valley residents. I hope this was a happy, healthy summer for
all of you. We are glad to have you back and we are all looking forward to a festive holiday season.
October was a busy month for CAI-CV. We had our first-ever Oktoberfest celebration and our first open Chapter election. Thank you to all our members who voted! YOU elected four new Directors who will start their terms
on January 1, 2016. A hearty congratulations to Cardinal Ambrose of Albert Management, John Walters-Clark of
NPG Nelson Paving, Jolen Zeroski of Union Bank and Gen Wangler, Esq., CCAL, of Fiore Racobs & Powers. We
thank our new Directors for their commitment, leadership and willingness to help continue moving the chapter
forward!
Our inaugural Oktoberfest was a rousing success! Thanks to our hosts, Sunshine Landscape, for providing
such a great atmosphere for all the festivities. For those of you who missed this fantastic event, Sunshine Landscape and the Oktoberfest Committee transformed Sunshine’s warehouse into an authentic German Beer Garden.
Surrounded by greenery, we had several local microbrews provided by Coachella Valley Brewing Company, live
music courtesy of Johnny Meza Entertainment, great German food, lively Oktoberfest games and a wonderful
time for all who attended. Thank you to all our fabulous sponsors and to the committee for your hard work.
On November 6th, the chapter honored our fabulous volunteers at the Chapter’s annual Awards Dinner at Bermuda Dunes Country Club. It was a wonderful Mardi Gras themed evening and a great opportunity to recognize
our volunteers, committees and members who do so much for our chapter. We are grateful for their hard work and
dedication. Thank you to all our chapter volunteers!
For those of you who are looking for opportunities to sponsor or advertise with CAI-CV, our 2016 Advertising
and Sponsorship Plan is available online at CAI-CV.ORG. Printed copies are available at the office. The office will
start accepting completed plans on Friday, December 18, 2015 at 8:30 a.m.
Finally, I would like to thank the seventy volunteers in leadership positions who participated in our annual
Strategic Planning session in October. Crystal Wallace from the CAI National office joined us again and helped
lead us through a very productive day as we started preparing for 2016 and beyond. Some fantastic ideas came
from the collective brain trust and you will start to hear more about our Strategic Plan in the December issue of
Quorum.
Finally, please remember that we are always looking for ways to improve our chapter to ensure that all of our
members are receiving benefits from their membership. If there is anything we can do to improve the value of
your membership, we are always open to ideas and suggestions and we appreciate your input!
All the best,
Tad Black
Director of Maintenance Services Associa, OnCall
CAI-CV MISSION STATEMENT
The mission of CAI-CV is to provide leadership for
successful development and operation of community
associations through information, research and education.
8
Quorum November, 2015
CHAPTER NEWS
CAI-CV Chapter
New & Renewing Members
NEW BUSINESS PARTNERS
DESERT CITIES INDOOR AIR, LLC
Susan Rosenberg
(760) 902-2545
sbriaq@gmail.com
LEGAL DOCUMENT SPECIALIST, INC.
Greg Heavlin
(760) 342-3377
greg@legaldocspecialist.com
RENEWING BUSINESS PARTNERS
BRABO & CARLSEN, LLP
Wayne Carlsen
(760) 320-0848
wayne@brabo-carlsen.com
FLOOD RESPONSE, A DIVISION OF
MACDONALD SERVICE GROUP, INC.
Neil MacDonald
(760) 343-3933
neil@floodresponse.com
MARTIN SWEEPING/PRESSURE
WASHING
Curtis Oldenkamp
(760) 200-9510
info@MartinSweeping.com
NEW MULTI-CHAPTER MEMBERSHIPS
FOR BUSINESS PARTNERS
ALAN SMITH POOLS DBA SUNPOWER
POOLS AND PURIFIED POOL WATER
Kent Westfall
(760) 399-6428
kent.westfall@purifyyourpool.com
RENEWING MULTI-CHAPTER MEMBERSHIPS FOR BUSINESS PARTNERS
AMERICAN TECHNOLOGIES, INC.
Cindy Helmstead
(951) 682-9200
cindyhelmstead@atirestoration.com
FIORE RACOBS & POWERS
Margaret Wangler Esq., CCAL
(760) 776-6511
gwangler@fiorelaw.com
HAR-BRO CONSTRUCTION
Joanna Velarde
(619) 398-0200
joanna.velarde@harbro.com
HORIZON LIGHTING, INC.
Catherine Gregory
(949) 336-4336
catherine@horizonlightinginc.com
LABARRE/OKSNEE
INSURANCE AGENCY, INC.
Carol Fulton, CIRMS
(760) 346-7251
carolf@hoa-insurance.com
PACIFIC COAST CONSTRUCTION & WATER
PROOFING, INC
Denise Fino
(760) 298-3170
denise@pacificcoastcorporate.com
PRENDIVILLE INSURANCE AGENCY
Matthew Lawton, CIRMS
(760) 770-5868
Matt@PrendivilleAgency.com
SEACOAST COMMERCE BANK
Ken Carteron
(775) 453-9131
kcarteron@sccombank.com
NEW MANAGER MEMBERSHIPS
ALBERT MANAGEMENT CORPORATION
Mary Beth Shields
(760) 660-5552
marybeth.shields@albertmgt.com
PLATINUM________
Michelle Espinoza
(760) 346-1161
mespinoza@drminternet.com
William Clifford, CMCA, AMS
(760) 625-5971
bclifford@drminternet.com
FIRSTSERVICE RESIDENTIAL
Daniel Farrar, CMCA
(760) 834-2487
daniel.farrar@fsresidential.com
Eric Angle, CMCA, AMS
(760) 802-1948
ericangle@msn.com
INDIAN RIDGE HOMEOWNERS
ASSOCIATION
Mitzi Mills, CMCA, AMS, LSM, PCAM
(760) 772-7234
mitzimills@cox.net
PALM DESERT RESORTS
Sherry Arnswald
(760) 345-1954
sherry@pdrcc.org
DESERT RESORT MANAGEMENT
Dianna Henderson
(760) 346-1611 Ext. 121
dhenderson@drminternet.com
RELIABLE PARTNERS OF HOA’S, LLC
Debra Kirtland
(909) 496-4785
info@reliablepartnersmanagement.com
PALM SPRINGS MANAGEMENT GROUP
Philip Allen, CMCA, AMS
(760) 325-9503
phil@palmspringsmgmt.com
THE HIDEAWAY
Peter Moyer, CMCA
(760) 393-5203
pmoyer@hideawaygolfclub.com
RENEWING MANAGEMENT COMPANY
DESERT RESORT MANAGEMENT
Alison Posey
(760) 346-1161
aposey@drminternet.com
Ashley Layton, CMCA, AMS
(760) 346-1161
alayton@drminternet.com
Cherri Hairston
(760) 346-1161
chairston@drminternet.com
Jamie Saldivar
(760) 346-1161
jsaldivar@drminternet.com
Melissa Jimenez
(760) 327-1346
mjimenez@drminternet.com
WHITESTAR MANAGEMENT
Patrick Belous, CMCA
(760) 773-0123
patrick@whitestarmgmt.com
NEW VOLUNTEER LEADERS
Loretta Moss
RENEWING VOLUNTEER LEADERS
Bill Harder
OAK HILLS ESTATES OWNERS
ASSOCIATION
Deborah Davidson
Diane Stuart
PALM DESERT COUNTRY CLUB
HOMEOWNERS ASSOCIATION
James Olsen
John Evans
Josanne Smith
Kathleen O’Brien
Nicole Mare
Ron Crisp
CAI-CV.org
AMS Paving
Asphalt MDs
Associa Desert Resort Management
EmpireWorks
Epsten Grinnell & Howell
Fiore Racobs & Powers
NPG Nelson Paving
Pacific Western Bank
Peters & Freedman, L.L.P.
Signarama
Sunshine Landscape
United Paving
Western Pacific Roofing
GOLD_____________
PALM DESERT TENNIS CLUB
OWNERS ASSOCIATION
Ken Kuperstein
(760) 346-5683
clubmanager@palmdeserttennisclub.com
RENEWING MANAGER MEMBERSHIPS
2015
CORPORATE
SPONSORS
1 Stop Pool Pros
Conserve LandCare
Diversified Asphalt Products
Flood Response
Har-Bro Emergency & Restoration
Popular Association Banking
Vintage Associates
SILVER____________
All Counties Fence and Supply
AMS Security
Blue Sky Landscape
CBCI Construction
G4S Secure Solutions USA
Mutual of Omaha
Powerful Pest Management
Prendiville Insurance Agency
Union Bank Homeowner
Association Services
BRONZE__________
Animal Pest Management
Coachella Valley Water District
Desert Properties Light Maintenance
Dunn-Edwards Corporation
Frazier Pest Control
Horizon Lighting
Keystone Pacific Property Management
LaBarre/Oksnee Insurance Agency
O’Connell Landscape Maintenance
Painting Unlimited
S.B.S. Lien Services
SERVPRO Indian Wells/Palm Springs
Sherwin-Williams Paint Company
Silldorf & Levine
Tinnelly Law Group
Vista Paint Corporation
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9
FEATURE
FEATURE
By Shelly Ruegsegger, CMCA, Association Manager PPM/Personalized Property Management
M
ontage at Mission Hills is a premier residential community in Cathedral City. It is developed on land
that was formerly a part of the Agua Caliente Indian Reservation. The property is situated on a nearly square parcel of 43
acres. The Montage at Mission Hills HOA is located at the
southwest corner of Gerald Ford Drive and Da Vall Drive.
Montage was conceived and constructed by developer GHA
Companies, the Ford –
Da Vall Group LLC and
architects Danielian
Associates. The project
began in 2002 and was
completed in two phases.
It was fully built out
in 2004. There are 128
residences ranging from
two to five bedrooms in
the Artisan Collection
featuring three different architectural styles:
Tuscan, Italianate and
Contemporary. It is a
Planned Unit Development (PUD). There are
about 65% full time
residents with another 14% having other homes within 400
miles. 13% of the owners are snow-birds and are in residence
most often from October through April. And, about 8% of the
homes are leased either long-term or for short-term vacation
rentals. Prices for homes in Montage range from approximately $465,000 to $660,000.
Montage is part of a family of developments contiguous with Mission Hills Country Club, providing residents
access to the club’s extensive package of amenities.
10
Quorum November, 2015
Montage residents share in the use of country club facilities
and their participation plays an important role in contributing to the diversity of activities and financial support
of the club. This relationship helps keep HOA fees low for
Montage residents while providing them access to worldclass facilities within easy walking and driving distances.
Residents receive social and fitness memberships at Mission Hills Country Club
that are included in
their monthly assessments. This provides
homeowners with
access to club social
functions and a variety of dining options
as well as use of the
beauty spa and fitness
center, fitness programming and swimming
pool. Full golf and tennis memberships are
available for purchase
by residents as are
memberships on the
championship tennis,
croquet and lawn bowling teams. The Club provides a rich
year-round program of activities and events. Club privileges for Montage residents extend outside the development
to over 300 clubs within the Club Corp System nationwide.
Montage has been laid out in a simple, security-conscious pattern of streets named for famous artists. The mix
of home sizes, architectural styles and landscape types
was conceived to enhance visual interest and appeal to
different tastes. Homes sites and road layout are oriented
to maximize the beautiful vistas west to the San Jacinto
Mountains, Santa Rosa Mountains to the south and north
to the Little San Bernardino Mountains.
The streets feature a random pattern of striking contemporary or desert type landscapes. The lot layouts feature
front yard setbacks, side yards, views into internal courtyards and back yards that are spacious and offer opportunities for intimate enclosed patios, outdoor kitchens, fountains and putting greens. There is plenty of space for swimming pools and spas, most having been installed at the
time of home construction. Front setbacks and driveways
are long enough to park vehicles off the street giving the
streets a clean look. The wide streets provide convenient
daytime on-street parking for service workers and guests.
There are entrances to Montage on both Gerald Ford
Drive and Da Vall Drive that directly connect internally to a
perimeter street layout that nearly encircles the community
and encloses an interior street system of winding streets
which offer continuously opening vistas and quiet, west
facing cul-du-sacs.
Montage is located within walking distance of the Date
Palm Drive commercial corridor, providing the convenience of nearby shopping and dining. The Monterey
Shores big box complex including Costco and Walmart is
only four miles from Montage and high-end shopping at
North Palm Canyon and El Paseo are also close at hand.
Traffic is virtually never a problem due to a thoughtful
regional street system. Restaurant choices abound, from
ethnic cuisines and small intimate cafes to the upscale and
trendy. The nearby casinos offer residents outstanding
entertainment options.
“The Montage at Mission Hills is a great place to live.
We are fortunate to have world-class resources available
to all our residents. Our social/fitness membership in the
“MONTAGE IS A COMMUNITY OF BOARD
MEMBERS/HOMEOWNERS THAT WORK WELL
TOGETHER TO BE SUCCESSFUL IN EVERY
ASPECT OF COMMUNITY MANAGEMENT. THIS
GIVES EVERYONE INVOLVED A GREAT SENSE
OF ACHIEVEMENT.”
Shelly Ruegsegger, Association Manager, CMCA,
PPM/Personalized Property Management.
CAI-CV.org
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11
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Mission Hills Country Club provides our HOA with the
amenities we all want without the costly maintenance and
upkeep. We enjoy the quality construction of our homes
and the outstanding design of our community, and we
know we are fortunate to live here. The excellent work
of Personalized Property Management, our
management company,
has helped us maintain
a unique quality of life
here in the Coachella
Valley.” Curtis Beyer,
President.
“The Montage Board
of Directors has ensured
that our community
remains in good financial standing. It is well
funded with sufficient
reserves to meet all
our anticipated needs.
There has been only
one special assessment in our 13 years of existence. It was
for $10 to cover the cost of holding an adjourned Annual
Homeowners Meeting due to lack of a quorum. And, I
remind the homeowners of this fact every year, and we have
12
Quorum November, 2015
obtained a quorum ever since.” Tom Tousignant, Treasurer.
The Montage Association’s leadership continues its long
time involvement with association management groups
such as the Coachella Valley Chapter of CAI, the former
Cathedral City HOA Presidents Council and the current
Desert Cities HOA
Council. They maintain these relationships
because of the education, representation
and training these
groups provide. The
Montage leadership
also coordinates closely
with other HOAs connected to the Mission
Hills Country Club and
Cathedral City, using
the Nextdoor.com
social networking site.
Staying involved with
the surrounding communities and the City have helped maintain a harmonious
community.
Montage has strived to be environmentally sustainable.
The Association has been working to institute improved
conservation practices for water and
energy. The Association’s perimeter landscaping has been carefully
refreshed and reconfigured with plant
types that are water wise and that
maintain an attractive appearance.
Landscape lighting has been modified to LED to save energy. Landscape
irrigation smart controllers have also
been installed for nearly six years. The
Association has encouraged residential installation of home solar energy
systems as a means to reduce the
developments energy use and carbon
footprint.
San Diego
10200 Willow Creek Rd., Suite 100
San Diego, California 92131
858.527.0111 • fax 858.527.1531
760.836.1036 I www.epsten.com
800.300.1704 l www.epsten.com
Coachella Valley
72960 Fred Waring Dr., Suite 1
Palm Desert, California 92260
760.836.1036 • fax 760.836.1040
Inland Empire
43460 Ridge Park Dr., Suite 200
Temecula, California 92590
951.461.1181 • fax 858.527.1531
Shelly Ruegsegger, CMCA, is
the association manager of
Montage and works for
Personalized Property
Management (PPM).
Shelly can be reached at
sruegsegger@ppminternet.com
or 760-325-9500.
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13
WELCOME
ABOARD
Purified Pool Water
By Lisa Lynn
C
AI-CV welcomes Purified Pool Water.
Purified Pool Water can conserve
millions of gallons of pool water every year by
purifying it instead of dumping it down the
drain. There has never been an option in the
swimming pool industry to deal with rising
calcium hardness, salts and TDS (total dissolved
solids) until now.
Through one of the biggest technological
breakthroughs in the industry, they use an
industrial grade Reverse Osmosis System to
purify pool water without the need to drain it.
Not only is this great for conservation, but it is
also actually far better for the pool. They can
also clean and restore the plaster surface by
performing a dissolution service. Comparable
to an acid wash, it does not require draining the
pool and is much less harmful to the plaster.
By cleaning the water, the life of the plaster
and equipment are extended. The water feels
incredible and residents love how much water
they can conserve.
Purified Pool Water uses a mobile, multiple
membrane filtration unit. The technology is
similar to industrial grade reverse osmosis. It’s
basically like a water bottling factory on wheels,
only modified to meet a pool’s needs. Their
trailer is the most sophisticated water processing
unit of its kind in the world.
So, how does this work? Swimming pools are
filled with water; that water has not only H2O, but
calcium and other minerals and contaminants.
When the water evaporates, only H2O leaves the
pool, leaving all the mineral content behind.
This is measured by TDS - Total Dissolved Solids.
Chemicals are used to sanitize the water. These
add to the TDS. Eventually the water becomes so
clogged with junk it can no longer be maintained
and must be drained and refilled.
Now, with increasing urgency on water
conservation, the industry needed to find
another way. Removing calcium hardness and
TDS from the pool water has never been an
option in the swimming pool industry - until
now. Purified Pool Water’s Multiple Membrane
Filtration System allows them to remove
impurities from pool water while saving 85-90%
of it. The system is completely mobile and quiet.
It processes the average backyard pool in 4-6
hours and once the pool water is processed, the
pool will be easier to maintain and require less
chlorine.
Purified Pool Water is a division of Alan
Smith Pools, from Orange County. They have
been in business for 34 years and employ 100
people. Alan Smith Pools offers pool plastering,
renovations and solar energy solutions for
pool pumps. Purified Pool Water is located in
Indio. They have joined CAI-CV to interact and
assist property and community managers with
the pool purification process. Kent Westfall,
Operations Manager for the Coachella Valley
division of Purified Pool Water, can be contacted
at kent.westfall@purifyyourpool.com or call
760.399.6428.
Serving the Coachella Valley
for over 29 years.
• Landscape lighting & design
• Fence/rock wall construction
• Irrigation design & repair
• General maintenance
• Tree and shrub care
• Grass cutting
• Lawn seeding
• Fertilization
• And more!
Lic. # C27-892720
QAC #92033
Call uS today for a free eStimate!
P
14
Quorum November, 2015
(760) 272-4012
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e
BlueSkyLandscpe7@aol.com
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15
FEATURE
Pest Control –
Bees, Fire Ants
and Rodents
An Interview with
Julie Frazier, Frazier
Pest Control
FEATURE
Q. What do you do when you find droppings or
hear bees in the attic?
A.
Regular maintenance of buildings is critical. Finding
the cracks and crevices around the structure and plugging
holes will help stop an infestation. Insecticides applied to
cracks and crevices will also help keep the insect population
low. Setting traps for rodents is the first line of attack but
baits may be needed if the rodents are already in the walls of
the structure.
L
Q. What can homeowners and managers do to
prevent pest infestations?
A. Interestingly, excessive moisture is the most over-
looked culprit in pest management. Water is life and
without it, most pests would not exist. All animal pests and
insects are drawn to water. So, look for excessive moisture
around structures and correct irrigation over-spray immediately. This will greatly reduce the chances of infestation.
Q. What is the worst pest problem you see in
the Coachella Valley?
A. One of the biggest pest problems is controlling fire
By John Walters-Clark
iving in the desert, we are never completely free of pests
such as bees, ants and rodents. While these creatures
play an important and vital role on planet earth, they can
cause problems and become pests when they decide to make
their habitats near or in our homes. Nesting in attics and
palm trees or eating away at our homes must be stopped
as soon as possible. What can be done about these pesky
creatures when they invade our lives? I turned to one of our
business partners, Julie Frazier, of Frazier Pest Control, to
shed some light on this subject.
bushes or up in a tree and don’t pose an immediate threat,
we often wait a while and see if they move on to a new
location on their own. If they don’t move, then we would
remove the hive and bees. Since bees are an important
part of our environment, we do our best to leave bees alone
and only remove them in situations that are a potential
threat to people.
Q. I’m assuming that landscaping can be a
problem as well. Is this something we should
worry about?
A. We recommend that our clients keep plants and trees
away from structures with at least a two-foot distance.
Also important is keeping ripening fruit off the ground. By
trimming trees back from the structure, you cut off potential walkways for ants and rats alike. Ripening fruit on the
trees and ground attract rats, they love the fruit. Have you
ever seen a lemon or orange with a hole in it? That would
be a sign that there are rats in the area. Another common
problem is pet food that is left outdoors. Rats are omnivorous. They don’t just eat fruit so we also recommend that all
pet food be kept in a closed container.
ants. There are two types of fire ants in Southern California, the native Southern Fire Ants and the Red Imported
Fire Ants. Both types will sting humans when contact is
made. The Red Imported Fire Ant, (RIFA for short) are
much more aggressive and invade at a faster rate. You
will recognize this type when you see mounds of dirt in a
grass area. Their colonies can range from 100,000-500,000
colony members with multiple queens. Colonies can reach
a depth of 8 ft and have multiple satellite colonies around
them. RIFAs prefer a moist environment, which is why they
love our grass. Because they are drawn to moisture, they
are typically found closer to structures than the native
ants. Treatment for fire ants can be difficult because of
the size of colonies, and the fact that they can spread in
multiple directions underground. The best method for
eradication is by using baits that are carried by the ants
underground. Multiple treatments over months may be
necessary to completely eradicate the colony.
Q. Would you sum up the most important
things homeowners and managers should
keep in mind when it comes to rats, ants
and bees?
A.
Most pest control companies will offer a pre-application inspection to determine where infestations exist
or could exist if conditions are not corrected. Get professionals in to help you determine where problems could
exist, and correct them as soon as possible. Also, keep in
mind that there are certain insecticides that work best with
particular insects and some that work better in the summer
months when temperatures are high. Making sure the correct insecticides are applied by trained technicians is very
important for the safety of people and pets. Remember that
addressing rodents and bees might take some time, moving
from less invasive to more aggressive remedies as needed.
Controlling water around structures and keeping trees and
bushes trimmed away from buildings will also help reduce
the risk of unwanted pests. Properly maintaining cracks in
buildings will go a long way to keep the bugs out.
Frazier Pest Control is family owned and operated. We
pride ourselves on the service we perform for our customers.
Joe Frazier Sr., Joey Frazier Jr. and I own and operate the
company. My husband, Joe Frazier Sr. has worked in the pest
control industry for over 28 years. We have a great staff and
we are very active in our community. Julie can be reached at
julie@frazierpestcontrol.com or 760-328-6115.
John Walters-Clark, Director of Marketing,
NPG Nelson Paving can be reached at
jwatlers.clark@npgasphalt.com or at
760-822-3258.
Q. Many homeowners are terrified of bees.
What can be done when bees are found in
your home or garage?
A. First of all, we need to determine if the bees are a
potential threat to people. When bees build a hive in an
area where people are actively walking around or when
they build a hive inside a structure, we work quickly to
remove the bees, hive and honey. If the bees are foraging in
16
Quorum November, 2015
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17
CAI-CV
2015 PL ATIN U M SPONSOR SPOTLIGHT
MEET THE LEADERSHIP
COMMITTEE CHAIR
ATTENTION COMMUNITY
BOARD MEMBERS
Get help getting your Association from good to great.
By Erin H. Fujioka
Dana Brown
Desert Resort Management
United Paving Co. has provided service to the Valley for over 15 years and has been a proud member of
CAI for over ten. When we opened our office in Palm Desert, it gave us more opportunities to give back to our
local communities and in doing so we noticed that our relationships strengthened. Relationship building has
always been at the forefront of our business model and CAI membership has proven to be invaluable in our
effort to connect with and fulfill our communities’ needs.
As we celebrate our 15th year, we are thankful to have grown into one of California’s top asphalt maintenance and installation companies. A national trade publication, Pavement Maintenance and Reconstruction
Magazine, named United Paving Co. one of the Nation’s Top 75 Contractors two years running! The financial health, size, and experience of our company provide the added value and dependability you need when
choosing a paving contractor. Despite our vast size, we are committed to maintaining the personal service
that comes from our mom-and-pop style business.
United Paving Co. specializes in asphalt, concrete and striping services for homeowners associations, retail centers, municipalities, multifamily residential and more. Our team is not only passionate about
using our skills and experience to complete your project right the first time, but we also thrive on making
it an exceptional experience for all involved in the process. Our commitment to maintaining an extensive
inventory of top-of-the-line equipment and strong supplier relationships ensures you get the most value and
dependability for every dollar spent. We are sensitive to the disruption a paving project can have on access to
a residence, so we do everything we can to get in and out in a timely manner as communicated in our phasing
plans. If an issue does arise, we are prompt to resolve it and proudly stand behind our work. Your long-term
satisfaction is of the utmost importance to us.
With the flash flood potential and negative impact of the impending El Nino, we are eager to repair and
maintain your asphalt to protect the sub-grade from washing away; without a secure foundation your pavement will crack and deteriorate. The flooding damage we repaired last year in a few sunken and crushed
retail parking lots signified the vulnerability of asphalt stability to this type of water intrusion. Our desert
team led by Michelle Zubia, Marketing Representative; John Goedtel III, Project Manager; and Rafael Rivero,
Senior Estimator is dedicated to helping you identify your pavement maintenance needs, and getting apples
to apples bids before the rainy season. Our proposals and recommendations are complimentary and we enjoy
opportunities to provide asphalt education, so please do not hesitate to count on us for help. You can reach us
at 760-346-1005, info@united-paving.com or by stopping by our office on St. Charles Place in Palm Desert. We
look forward to serving you.
Thank you CAI-Coachella Valley for being an excellent partner in our Platinum Sponsorship again this
year, and for the incredible programs you host to help our communities be successful. We look forward to seeing you throughout the holiday season.
Thank you to United Paving Co. for their generous support of CAI-CV
18
Quorum November, 2015
Dana Brown is Desert Resort
Management’s General Manager
at Desert Island and is this year’s
Awards Committee Chair. Dana was
born and raised in Illinois but later
moved to Texas where she began
her career in property management.
During a trip to visit her brother in Palm Springs, Dana and her
husband fell in love with the Coachella Valley area and decided
to make the Coachella Valley their home 26 years ago. During
her time as a property manager, Dana has slowly worked her way
through the ranks as an assistant manager, portfolio manager, and
now an on-site manager, gaining the experience and expertise that
allows her to be the great manager she is today.
In 2015, Dana was nominated as one of the Top 20 On-Site Managers nationally by CAI. Dana currently holds her CCAM, CMCA,
AMS and is working to complete her thesis to gain her PCAM.
Dana has been an active member of the CAI-CV chapter for the last
25 years. She thanks the Chapter for her ability to gain her CMCA,
AMS and PCAM through the CAI Educational Scholarship Fund.
Throughout the years, Dana has been part of the Managers Committee, Country Western Committee, Monte Carlo Committee and
of course the Awards Committee.
In her down time, Dana enjoys spending as much time as
possible with her family; she has three grown children and three
grandchildren. Dana and her husband own a second home in
Louisiana where they plan to one day retire, but until then, they
utilize their second home to spend their summers with their eldest
son, daughter in-law and grandchild. When she is not spending
valuable time with their family, she enjoys gardening, bowling,
camping and taking in the occasional show at Fantasy Springs’
Rock Yard.
Dana’s father is her biggest influence. She stated that he is the
“absolute best person she’s ever known. He’s hardworking, honest, caring, generous and a genuinely great person. He continues
to work hard bailing hay and raising cattle even at 78 years old.”
Dana and her 5 siblings (3 brothers and 2 sisters) were given a positive father figure who encouraged them to be good, hardworking
individuals. During their youth, they used to pretend to be the real
life Brady Bunch, performing in their sibling band at home and
enjoying the closeness and bond that they had between them.
CAI offers a free, downloadable brochure—From
Good to Great—Principles for Community Association
Success—that helps association boards, community
managers and homeowners build and sustain better,
more harmonious communities. The following four
documents—all reviewed and adopted by the CAI
national Board of Trustees—are included in From
Good to Great: • Rights and Responsibilities for Better
Communities—32 principles and practices to
help associations promote harmony, enhance
communication and reduce the potential for
conflict
• Community Association Governance
Guidelines—12 benchmarks of fair, responsible
and successful community governance
• Model Code of Ethics for Community Association
Board Members—19 things association board
members should and should not do
• Community Association Fundamentals—a basic
primer on how associations should function
Preview the brochure at
www.caionline.org/good2great.
FEATURED COMMITTEE
OF THE MONTH
AWARDS COMMITTEE
The Awards Committee is responsible for planning
CAI-CV’s annual Awards event, where members
who have gone above and beyond in their service
to the Chapter are honored. During the year,
the Awards Committee works with the Board
of Directors and other CAI-CV Committees to
help them identify outstanding volunteers. The
Committee manages the nominations process
where CAI-CV members are solicited for
nominees. Members complete nominations, and
a committee appointed by the Chapter’s board
reviews the nomination forms and selects the
winners. In addition to overseeing the nominations
process, the Committee selects a theme, venue,
decorations, menu, invitations, entertainment
and awards for the Awards Night event. This
Committee makes every effort to make sure CAICV thanks its top volunteers for their outstanding
service to the Chapter.
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19
CHAPTER EVENTS
CHAPTER EVENTS
Texas Hold’em Chip Sponsor
Sunshine Landscape
Texas Hold’em Table Sponsors
Har-Bro Restoration
Pacific Western Bank
Peters & Freedman, LLP
Grand Prize Sponsor
BRS Roofing, Inc.
Triple Crown Horse Racing Sponsor
Pacific Western Bank
Blackjack Table Sponsors
Asphalt MDs
Associa Desert Resort Management
Dunn-Edwards Paints
Fiore Racobs & Powers
Frazier Pest Control
Gothic Grounds Management
September 25, 2015
Craps Table Sponsors
AMS Paving
Flood Response
Casino Night Photo Sponsor
Dunn-Edwards Paints
Roulette Table Sponsors
Western Pacific Roofing
Valet Sponsor
Universal Protection Services
Texas Hold’em Bounty Sponsor
Automation Pride
Kentucky Derby Sponsor
AMS Paving
Preakness Stakes Sponsor
Horizon Lighting Inc.
Belmont Stakes Sponsor
Gothic Grounds Management
Entertainment Sponsors
LaBarre/Oksnee Insurance Agency
United Paving
Food Sponsors
1 Stop Pool Pros
Conserve LandCare
NPG Nelson Paving
O’Connell Landscape
Premier Lighting Innovations
Vista Paint Corp
Scholarship Sponsor
Carol Fulton, CIRMS
20
Quorum October, 2015
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21
DO YOU HAVE A
QUESTION?
A GREAT IDEA YOU
WANT TO SHARE?
ATTENTION CAI-CV MEMBERS!
CAI member logos are for your use.
TAKE A LOOK AT THE CAI
MEMBER DISCUSSION
BOARD—ANY TOPIC,
ANY TIME.
A members-only benefit, the CAI
Member Discussion Board provides
a medium that members can use
to get advice, offer advice, share
information and discuss issues facing
communities. Visit this resource at
www.caionline.org/messageboard
for ideas, guidance and perspectives
from fellow members. Topics
are limited only by your need
for information, perspective and
feedback. Discussions can range
from community manager evaluation
and wastewater management to
assessment collection policies and
board member conduct.
CAI members in good standing can use the official, approved CAI member
logo to demonstrate their commitment to building better communities.
Color and black and white logos can be downloaded at www.caionline.org/
memberlogos in versions suitable for print and electronic use. CAI member
logos can be used on websites and in publications, brochures and marketing
materials—in any way you want to show that you or your association or business
is a member of our respected organization.
ATTENTION CAI-CV MANAGERS
Professional development for smart managers—
As the professional backbone of the communities they serve, community managers
provide the skills and expertise that are essential to an association’s success.
Managers find the knowledge they need through CAI’s time-tested Professional
Management Development Program, which offers various education courses
that cover a wide variety of topics. These courses are available as live, in-person
seminars taught by expert instructors or as self-paced, online learning modules.
Both formats allow users to choose the option that best meets their individual
needs and schedule.
Visit www.caionline.org/pmdp to enhance your knowledge and elevate your career.
Complimentary Legal Symposium for
Desert Community Association Board Members and Managers
Epsten Grinnell & Howell, serving community associations and their legal needs since 1986 once
again brings their annual legal symposium to the Desert. For more than two decades, the EG&H Legal
Symposium series offers timely, comprehensive legal information on topics relevant to community
association law.
This is an exclusive, no cost opportunity for clients, community association boards and community
association managers to hear the firm’s top attorneys provide updates and insight on case law, legislative
changes and emerging trends important to the practice of community association law.
伀甀爀 匀攀爀瘀椀挀攀猀㨀
∠ 䄀猀瀀栀愀氀琀 刀攀瀀愀椀爀Ⰰ 倀愀琀挀栀椀渀最 ☀ 䌀爀愀挀欀昀椀氀氀
∠ 䄀猀瀀栀愀氀琀 刀攀洀漀瘀愀氀 ☀ 刀攀瀀氀愀挀攀洀攀渀琀
∠ 䜀爀愀搀椀渀最 愀渀搀 一攀眀 倀愀瘀椀渀最
∠ 伀瘀攀爀氀愀礀猀 愀渀搀 䘀愀戀爀椀挀 伀瘀攀爀氀愀礀猀
∠ 䄀氀氀 琀礀瀀攀猀 漀昀 匀氀甀爀爀礀 匀攀愀氀猀Ⰰ
倀愀瘀攀洀攀渀琀 䌀漀愀琀椀渀最猀 愀渀搀 匀琀爀椀瀀椀渀最
22
Take advantage of this excellent opportunity to network with hundreds of industry colleagues and
exhibitors which provide valuable services to the community association industry.
匀攀爀瘀椀渀最 愀氀氀 漀昀 匀漀甀琀栀攀爀渀 䌀愀氀椀昀漀爀渀椀愀 猀椀渀挀攀 ㄀㤀㠀㄀℀
㠀　⸀㌀㔀㜀⸀　㜀㄀㄀
COACHELLA VALLEY | Friday, December 4, 2015
Agua Caliente Resort & Casino, Rancho Mirage, California
Registration begins at 8:00 a.m. | Register at www.epsten.com/legal-symposium
愀洀猀瀀愀瘀椀渀最⸀挀漀洀
Seating is limited. For additional information contact Tiffany Christian at tchristian@epsten.com.
23
HAR-BRO Emergency & Restoration
WHEN DISASTER STRIKES, GO WITH THE TEAM YOU CAN COUNT ON!
FEATURE
C O N G R AT U L AT I O N S!
24/7 Immediate Emergency Dispatch
800.266.5677
Serving Coachella Valley Since 1992
DEDICATED
Our
experts
understand the needs of community associations.
C
Popular Association Banking serves
the community association industry
exclusively. We offer:
• Financing for building repairs & capital
improvement projects
• Competitive fixed rates with terms up
to 15 years
• Excess FDIC insurance coverage limits
In addition, cash management and
lockbox services are also available.
www.associationbankers.com
James R. McCormick, Jr., Esq. of Peters and
Freedman, LLP, is admitted to CAI’s College of
Community Association Lawyers
Contact our Southern
California Relationship
Manager:
Larry Hooper, V.P.
office: 714-864-5171
Toll Free: 800-233-7164
LHooper@bpop.com
AI-CV member James R. McCormick Jr., Esq.,
(CCAL) is one of 150 attorneys nationwide
to be admitted to CAI’s College of Community
Association Lawyers. Fellows of CAI’s College are
recognized as the most respected community association attorneys in the country.
Since 1993, the Community Associations Institute has recognized excellence in the practice of
community association law through the College
of Community Association Lawyers (CCAL). Of
the thousands of attorneys practicing community
association law in the United States, only 150 have
been granted membership in the College. Fellows
of the College distinguish themselves through
contributions to the development of community
association law. Their service is demonstrated by
a commitment to educate and empower boards
and residents of the more than 320,000 community associations across the country. CCAL
attorneys commit themselves to high standards of
professional and ethical conduct and work to create a community of experienced legal professionals to advance community association law for the
betterment of the communities they serve.
With over 19 years in the community association industry, James has served on various
industry committees, presented at numerous CAI
events and published many homeowners association-related articles. He also founded a website
dedicated to providing a forum for collaboration
and information sharing among homeowners
associations and related industry personnel.
James currently serves on the CAI-CV CLAC committee and our Public Relations Committee.
Other CAI-CV members who belong to CCAL
include new board director Gen Wangler, Esq. of
Fiore Racobs & Powers, and Laurie Poole, Esq. of
Peters & Freedman, LLP.
©2015 Banco Popular North America. Member FDIC.
24
Quorum November, 2015
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25
FEATURE
The Narrow Door – Bringing
Hope to Those in Need
By: Tiffany Goff, CCAM, The Management Trust – Desert Division
H
the first for many. This I feel is a gift in itself.
unger and need are scary realities that many of the
Many CAI member management firms and on-site
residents within the Coachella Valley face; whether
offices
throughout the Valley have volunteered to place toy
they’re single individuals or families with struggles, all are
drive donation boxes within their locations, which helps
seeking a positive impact to help them on their way to, not
the Store with their stock for the busy season. The Business
only surviving, but thriving.
Partner Committee will be hosting their Annual Mixer at
The Narrow Door is a Coachella Valley Christian based
Avondale Golf Club on Wednesday,
charity whose mission is “…to identify
December 2nd benefiting The Narand impact issues within the Coachrow Door as their charity once again
ella Valley by connecting people to
this year. If you would like to donate
God and a supporting community.
an unwrapped gift, please contact
We do this by providing free public
the CAI office at 760-341-0559 for
assistance that calls for immediate
drop-off locations.
action in the areas of hunger relief,
The Narrow Door is near and dear
homelessness, clothing, hygiene and
to
my
heart for many reasons; mainly
discipleship programs.” The Narrow
because my sister and I were among
Door President and Co-Founder, Sue
the homeless here in the Coachella
Ramirez, works to link our comValley as children and the local shelmunity through churches and other
ters were our home and our safety.
community partners, in an effort to
Poverty was what my sister and I
support their neighbors and make
lived with daily. If it weren’t for the
positive and measureable changes.
charity organizations providing so
The process involves numerous
much support to our family we would
volunteers and support for events
not have had nourishment, clothing
throughout the year, which include
“The Christmas Store is a donation
and shelter. The Narrow Door goes
providing meals for refugees, food
based event, held in multiple
above and beyond in their efforts to
donation separation and assistance
locations
across
the
desert
cities,
in
act as a Christian guide for the chilwith shelters throughout the Valley,
dren living a life of need.
providing support information at job
an effort to allow families to provide
expos for those seeking employment,
a Christmas gift to their children.”
To learn more about The Narrow Door
aiding in delivering backpacks to
go
to
www.thenarrowdoor.org
or for event information and
local students in need and sending missionaries on trips
to
get
involved
in
the
relief
efforts,
follow them on Facebook at
to aid in many facets of need throughout the world. My
www.facebook.com/thenarrowdoor.
favorite of all is The Christmas Store; this is an event held
for families in need during the holidays. The Christmas
Tiffany Goff has been in the industry for 12-years,
Store is a donation based event, held in multiple locations
based here in the Coachella Valley. She is currently
across the desert cities, in an effort to allow families to prothe Operations Manager of PGA WEST Fairways
vide a Christmas gift to their children. Parents bring their
Association for The Management Trust - Desert
children to enjoy crafting and story time, while they shop
Division Office, as well as a volunteer on multiple CAI
for a complimentary present in the Store. The gift is then
committees, and holds her CCAM designation. You can
wrapped and given back to the parents for their children to
contact Tiffany at (760) 776-5100 ext. 6345, or email her at
open on Christmas morning. They then have the opportuTiffany.Goff@managementtrust.com.
nity to have a family portrait taken, which in some cases, is
26
Quorum November, 2015
Board Member Workshop
Board members
are invited to join us
for the annual CAI-CV
Holiday Open House
immediately following
the Board Member
Workshop, from
5:30 p.m. to
9:00 p.m.
Learn Best Practices with Issue Experts and HOA Attorneys
•
•
•
•
•
Collections & Delinquencies
New Laws for HOAs
Governance & Leadership
Elections & Annual Meetings
Regular & Executive Board Meetings
DATE: WEDNESDAY,
•
•
•
•
•
Ask the Attorneys - A to Z Legal Advice
Restating Governing Documents
Common Area Issues
Community Communications
Solar Issues
DECEMBER 2, 2015
TIME: 2:30 P.M. REGISTRATION 3:00 P.M. PROGRAM
5:30 P.M. TO 9:00 P.M. CAI-CV HOLIDAY OPEN HOUSE
COST: $10 PER PERSON (INCLUDES ADMISSION TO CAI-CV’S HOLIDAY OPEN HOUSE)
GUESTS ARE INVITED TO BRING A TOY FOR THE CHRISTMAS STORE CHARITY
LOCATION:
AVONDALE GOLF CLUB, GARDEN DINING ROOM, 75-800 AVONDALE DRIVE, PALM DESERT
RSVP BY NOV. 30: EMAIL ADMIN@CAI-CV.ORG OR ONLINE AT CAI-CV.ORG
(BOARD MEMBER WORKSHOP) OR CALL 760-341-0559.
Limited Seating. Call Now!
This workshop fills up fast.
YOU ARE INVITED TO ATTEND
CAI-CV’s Annual Holiday Open House & Charity Event
Wednesday
December 2, 2015
Avondale Golf Club
75800 Avondale Drive
Palm Desert
5:30 p.m.
Delectable
Christmas Appetizers
Full No-host Bar with Holiday
Specialty Cocktails
Strolling Carolers
Valet Parking
FREE ADMISSION
Please bring an unwrapped gift for a child
between 8 & 16 years for the Christmas Store
RSVP online at CAI-CV.ORG or by email to
ADMIN@CAI-CV.ORG or call 760-341-0559
BE A SPONSOR
ANGEL (limit 1) $750
SANTA (limit 5) $500
RUDOLF$200
ELF$25
GET INVOLVED
Your gifts and proceeds from the CAI-CV
Holiday Open House will go to the
Narrow Door’s Christmas Store. You can
volunteer this year at the Christmas Store
by contacting TheNarrowDoor.org or by
calling 760-775-6200. The Narrow Door is
a faith-based nonprofit charity that works
year-round to provide assistance to the
Valley’s less fortunate of any faith.
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27
HOMEOWNERS ASSOCIATION LAW
The Davis-Stirling Act Is Not
Just for Stick-Built Housing
Unique Declaration Provisions for Luxury Motor Coach Resort Communities
Luxury motor coach resort
community declarations
contain restrictions and
maintenance responsibilities
that are unique to RV housing
and the related lifestyle.
By Dea Franck, Esq.
T
he freedom of the open road and
the endless choices of places to
stay appeal to the wanderlust of those
who love to travel via recreational vehicles (RVs). RVs can range from simple
and camper-like to luxurious motor
coaches that provide every quality
and comfort of home imaginable. The
Coachella Valley is a popular place for
RV enthusiasts to visit, offering numerous wonderful communities. The
real jewels are the luxury motor coach
resort communities that boast beautiful grounds and impressive amenities.
Many of these luxury motor coach
resort communities have been developed as common interest developments
(CIDs) and are, therefore, governed by
the Davis-Stirling Common Interest
Development Act (Civil Code section
4000, et seq.).
When luxury motor coach resort
communities are developed as CIDs,
planned developments (as defined in
Civil Code section 4175) are the most
28
Quorum November, 2015
frequent choice, meaning that members of such a resort community own
individual (separate interest) spaces on
which to park their RVs. The governing documents for such communities
contain covenants generally similar to
those of stick-built planned developments. However, luxury motor coach
resort community declarations contain
restrictions and maintenance responsibilities that are unique to RV housing
and the related lifestyle.
For example, luxury motor coach
resort communities generally regulate the quality of the RVs (“motor
coaches”) on the owners’ lots. As such,
the declarations for these communities
will set forth specific restrictions such
as minimum interior height requirements in living areas, minimum and
maximum length and width requirements, roof-type, allowable “slide outs,”
permissible accessory structures, and
age from the date of manufacture.
In the same vein as in other planned
developments, attention to detail
regarding the maintenance of the
motor coaches themselves is necessary. Luxury motor coach resort
community declarations may require
owners to regularly wash and polish the motor coach and keep it free
from observable rust, unsightly paint
blemishes, battered or ripped window
screens and awnings, flat tires, and
motor oil and fluid leaks.
Luxury motor coach resort communities frequently include distinctive architectural requirements in
their declarations. For example, some
declarations allow owners to build
only casitas (or similar accessory
structures) with certain size, height,
placement and amenities such as
restrooms, closets and laundry facilities. At-space connections for utilities
(sewer, water, electricity) are normally
regulated in the governing documents
as well. Strict parking regulation
is also a common provision, as are
stringent setback requirements and
"anti-clutter" language.
Most people probably imagine
that luxury motor coach resorts cater
mainly to people who are only interested in short-term stays. Depending
on local regulation, one may encounter
limits on the amount of time an RV may
stay on site, however, interest in and
support of this exciting lifestyle is often
at odds with such requirements.
Dea Franck is an associate
attorney at Epsten Grinnell &
Howell, APC’s Coachella
Valley office. With offices in
the Coachella Valley, San Diego and the
Inland Empire, Epsten Grinnell & Howell
provides common interest developments
with corporate counsel, rapid assessment
recovery services, construction defect and
other civil litigation counsel,
interpretation of fair housing issues and
alternative dispute resolution assistance.
You can reach Dea at (760) 836-1036 or
dfranck@epsten.com.
pick the right tools
for your next project.
With community association lending expertise
like ours, you’ll get the job done right.
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Brendan Concannon
Regional Account Executive
619-961-6346
Toll Free 866-800-4656, ext. 7480
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EQUAL HOUSING
LENDER
29
WATER WISE
Desert Cities HOA Council—
Building Better Communities
During Drought, Protect Your Trees
By Angela Fasano
T
By Dave Carter
he Desert Cities Homeowner Association Council provides a forum
for local association board members and
homeowners to meet and discuss issues
pertinent to their associations’ governance.
Over 50 associations, from Palm Springs to
Indio, are currently members of the Council. The Council meets monthly at City Hall
in Cathedral City. The Council has had a
broad range of speakers. In 2015, speakers have included Dave Koller of CVWD,
John Raymond, Director of Community
and Economic Development for the City
of Palm Springs and Cathedral City Mayor
Stan Henry. Many members of the CAI-CV Mike Traidman, Chair
Chapter have presented programs on topDesert Cities HOA Council
ics such as the state of various Coachella
Valley cities, association management,
insurance, reserve studies, creating vision/
mission statements and other topics of
interest to the Council members.
Mike Traidman, a CAI-CV member,
currently chairs the Council, along with
a founding director, Rita Greenwood;
the other directors are Tom Tousignant,
Marilyn Sherman and Dave Carter. The
original organization was founded by Vic
Gainer in 2007 as the “Coachella Valley
HOA Presidents’ Council.” Mr. Gainer saw
a need for such an organization following
a local manager’s embezzlement from
numerous associations in the Coachella
Vic Gainer, Founder,
Valley. The manager was not a member of
Coachella Valley HOA
CAI or any other industry organization.
Presidents’ Council
Since 2007, the organization has grown
in its mission and purpose, and now provides an educational forum for
association residents and board members, along with an environment
for sharing ideas and information about association operations,
management and governance.
CAI-CV and Desert Cities HOA Council share the vision of
professionalizing the CID industry through leadership and education.
C
oachella Valley Water District
(CVWD) is encouraging its customers to protect mature trees during
the drought even as grass is allowed to
go golden or is removed.
Trees provide many benefits to
people and property, both to large
HOAs and to smaller-sized lots. They
provide cooling shade, help prevent
erosion and they add value to property. Removing mature trees is expensive, as is replacing the trees at a later
date.
Many HOAs have invested in trees
that do well in a desert environment.
These trees do not need an excessive amount of water once they are
established.
Generally a deep watering a few
times a month is sufficient. A publication from several agencies, including
Save Our Water and the U.S. Forest Service, suggest several ways of
accomplishing this, such as using a
simple soaker hose or drip system
toward the edge of the tree canopy.
During drought, you should limit
or avoid trimming trees since they are
already stressed. Adding four to six
inches of mulch will help you maintain moisture and protect trees.
Additional information about
protecting trees during drought is
available at http://saveourwater.com/
what-you-can-do/tips/landscaping/
save-our-water-and-our-trees/
CVWD’s website at www.cvwd.org
has additional information about the
drought and conservation. An online
plant database can guide you to trees
that use less water once established.
If you do remove your grass, be sure
to keep a close eye on your trees since
they may have depended on the water
from the turf. Sudden fluctuations in
water can cause a tree to go into shock
or even die. Watch for wilting leaves
and realize you may need a new water
source for your trees.
Remember too that dying and dead
trees can fall, causing damage to property and potentially injuring or even
killing a person.
Protecting trees doesn’t mean not
cutting back outside water use. In fact,
the state is requiring CVWD to reduce
overall residential water use by 36%
each month when compared to the
same month in 2013 or face penalties
of up to $10,000 per day. To achieve
that goal, CVWD has asked customers to limit residential water use by
36% below their monthly outdoor
water budget. Customers who fail to
do so are subject to drought penalties
and water-use restrictions also are in
effect.
By watering trees strategically with
limited deep watering and taking
other protective steps, you can maintain your trees even as you do your
part during this ongoing drought. The
entire community will be healthier
because of the benefits that trees
provide.
Many HOAs
have invested
in trees that do
well in a desert
environment.
These trees
do not need
an excessive
amount of
water once
they are
established.
Angela Fasano is a Water
Management Specialist for
the Coachella Valley Water
District. She is a certified
Arborist and a Master Gardener.
She can be reached at (760) 398-2661 or
afasano@cvwd.org
For more information regarding the Desert Cities HOA Council, contact the
CAI-CV office or the Council directly by contacting Marilyn Sherman at
Sherman_99@yahoo.com.
30
Quorum November, 2015
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31
EVENTS
M-206 Financial Management Class
By Cari Burleigh, CMCA, AMS
Two Manager
Perspectives on
the M 206 class
CAI M-206 Course-Financial Management
By Steve Campbell, CMCA, AMS
I
n a continuing effort to promote the Professional Management Development Program, the Coachella Valley CAI
Chapter recently hosted the M-206, Financial Management
course, which covers topics such as budget development and
understanding financial reporting.
The course was held on October 1 and 2, 2015 in Palm
Desert. Eleven attendees were enrolled. While the majority of the attendees were local chapter members, we also
welcomed the attendance of two managers who traveled
from Big Bear and Downtown Los Angeles.
Robert Felix, PCAM, RS, a twice recognized CAI’s
National Educator of the Year, was the instructor. Rob is
an industry executive from Southern California who has
decades of experience as an instructor with CAI related
courses. From 2008-2014, Rob served as the Chair of CAMICB which awards the CMCA to qualified managers around
the world; he continues to serve on numerous CAI national
committees and task forces and has chaired the Exam
Development Committee for CAMICB since 1998. After the
class, Rob was off to New Orleans to work with other committee members from around the world to develop an International Managers Exam. One of his memorable quotes
was: “Boards make decisions primarily for two reasons,
money and emotions.”
The course was structured into two modules which took
over twelve hours to complete, including the exam. The
first module was the largest and required the entire first
day to cover. The module was titled Budget Development
which began by discussing the principals of fiduciary duty.
The course then moved on to developing budget line items,
discussing the theories of historical trend and zero-based
budgeting. The class participated in several great exercises
using these principals with a mock association budget to
combine the most efficient tools and principles for an accurate budget development. We then applied these principles
32
Quorum November, 2015
T
he CAI Coachella Valley Chapter hosted the M-206
Financial Management class on October 1 and October
2, 2015. The class was attended by eleven managers currently
managing large-scale, portfolio, timeshare and high-rise
associations within our valley, Big Bear and Los Angeles.
The course instructor was Rob Felix, PCAM, RS, Regional
Vice President for Associa. Rob brought a wealth of knowledge stemming from his experience over the past twenty
plus years in the HOA industry and twelve years of teaching.
Photo By Cari Burleigh
“Budgets and financial reports
are a means to an end - the
administration, maintenance,
and enhancement of an
association and its assets.”
to reconciling revenues and expenses for a mock association budget along with exercises in balancing a budget with
an array of budgetary challenges. The course was handson when covering replacement reserves with exercises
in computing replacement reserve fund calculations for
determining fund levels. Basic investment principles and
presenting budgets to your board rounded out the day.
The second day, a half-day, was dedicated to the second module titled Understanding Financial Reporting.
The second day’s topics covered were accrual and fund
accounting, understanding financial reports and presenting financial reports. A forty question exam followed.
The M–206 Financial Management course is required to
obtain the Professional Community Association Manager
(PCAM) designation.
Personally, I enjoyed the course and felt that it was a
great presentation of the tools required to better understand the budgeting process, replacement of reserve funds
and interpreting and presenting financial statements to
better fulfill the fiscal responsibilities of a community
association manager.
Steve Campbell, CMCA, AMS is the onsite General
Manager for Sun City Palm Desert Community
Association. You can reach Steve at (760) 2002224, or by email at steve.campbell@scpdca.com
Photo By Cari Burleigh
He describes himself as an “industry enthusiast” in which
teaching fulfills one of his early goals of “leaving a thumbprint on the industry.” In addition to the financial management skills that Rob taught us, he shared fourteen “nuggets”
that pertained not only to finances, but also to day-to-day
management skills that every manager can use. One “nugget” he shared was: “A professional is someone who knows
something that others don’t know.”
I think all of us in the class would agree that he has
accomplished his goal of leaving a thumbprint on the HOA
industry, and we left the class with a better understanding
of financials and a few wonderful “nuggets” that we will all
utilize in our day-to-day management experience.
Cari Burleigh, CMCA, AMS, has been in
community management for eight years and was
recently promoted to General Manager for Rancho
Casa Blanca, an 801 unit active adult community
in Indio, California managed by The Management TrustDesert Division. The majority of her time in the business has
been spent at active adult communities as she was General
Manager at Solera Diamond Valley in Hemet, California and
Assistant General Manager at Sun City Shadow Hills in Indio,
California. Cari lives in La Quinta with her husband, Keith, of
28 years, and her son, Grant, who is currently a Junior at
Willamette University in Salem, Oregon studying music
education.
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Securitas Security Services USA, Inc.
For more information on how we can exceed your
expectations, contact Reginald St. Germaine,
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33
11/29/12 2:02 P
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FRAZIER PEST CONTROL
B E E R PR O VI D E D B Y:
34
Quorum November, 2015
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35
TRENDING NOW
ADVERTISERS
ACCOUNTANTS & BOOKKEEPERS
Your Online Name
BRABO & CARLSEN, LLP..................................................33
You can only change your username
once, so choose a username you will
be happy with.
AMS PAVING.....................................................................22
ASPHALT MD’S.................................................................13
DIVERSIFIED ASPHALT.....................................................38
NPG NELSON PAVING/GOLDSTAR ASPHALT......................6
UNITED PAVING CO...........................................................15
ATTORNEYS
Opening a
Facebook
Account
Personal Page
www.facebook.com
Upload a Profile Picture. Find Friends. Add Photos.
Edit Profile.
By Antoinette Hamilton
ASPHALT
After registering you will receive an email
asking to confirm your account. Be sure to
check your spam folder.
EPSTEN GRINNELL AND HOWELL.....................................13
FIORE RACOBS & POWERS...............................................29
GREEN BRYANT & FRENCH, LLP.......................................37
GURALNICK & GILLILAND, LLP...........................................3
LAW OFFICE OF PEGGY REDMON.......................................6
PETERS & FREEDMAN, LLP..............................................38
A personal profile page can be private. People
connect by requesting to be a “friend.”
BANKING
MUTUAL OF OMAHA BANK...............................................29
POPULAR ASSOCIATION BANK.........................................24
CONSTRUCTION
CBCI CONSTRUCTION.......................................................15
ELECTRIC & WATER
Business Page
COACHELLA VALLEY WATER DISTRICT..............................2
A Facebook page is open to the
public. Anyone can become a fan.
Create Page
EMERGENCY & RESTORATION
Local or Business
ALL COUNTIES FENCE AND SUPPLY...................................2
HAR-BRO..........................................................................24
FENCE SUPPLY
INSURANCE
Brick and Mortar
TIMOTHY CLINE INSURANCE AGENCY, INC........................3
Company or
Organization
LANDSCAPING
BLUE SKY LANDSCAPE CORP...........................................15
CONSERVE LANDCARE.......................................................4
SUNSHINE LANDSCAPE....................................................33
WATERRITE - VINTAGE ASSOCIATES, INC........................39
Online Business
Good to Know!
Remember what you share on
Facebook will be public, whether in
your profile of invited friends or in
business. In Privacy Shortcuts you
can block someone and prevent
them from starting conversations
or seeing things you post.
Logging Out
To log out go to the far
right at the top of the
page and select the
down arrow.
36
MANAGEMENT
Get “Likes”
Once people “Like” you on Facebook, you will
automatically show up on their newsfeed and
you can socialize with them online. You can send
an email to your contacts inviting them to “Like”
your business on Facebook page.
For additional help visit:
www.facebook.com/help,
Watch how to videos on YouTube, or
do a Google search.
CHECK OUT CAI-CV’S FACEBOOK PAGE AT FACEBOOK.COM/CAICV AND “LIKE” US!
ASSOCIA DESERT RESORT MANAGEMENT......................39
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CC&R Interpretation,
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POOL AND DECK RESURFACING
Opinion Letters
ROOFING
Contract Drafting
and Negotiation
WESTERN PACIFIC ROOFING..............................................3
CTI OF THE DESERT............................................................2
SECURITY
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Assessment Recovery
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For inquires contact Jeffrey French
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| 760.346.9310
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ALLIED BARTON...............................................................37
AMS SECURITY.................................................................38
SECURITAS.......................................................................33
SUN CHASERS....................................................................6
UTILITY AUDITING
PACIFIC UTILITY AUDIT......................................................2
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37
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Quorum November, 2015
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41-905 Boardwalk, A-2
Palm Desert, CA 92211
HAVE YOU
CONVERTED
FROM TURF TO
DESERT-SCAPE?
CAI-CV UPCOMING EVENTS
NOVEMBER
DECEMBER
Awards Night – Mardi Gras (for all members)
WHEN: Friday, November 6, 2015, 5:30 p.m.
CAI-CV Board Member Workshop
WHERE: Bermuda Dunes Country Club
WHEN: Wednesday, December 2, 2015, 3:00 p.m. (NEW DATE)
WHERE: Avondale Country Club, Palm Desert
(for Board Members)
CAI-CV Legislative Update &
Mini Trade Show (for all members)
CAI-CV Holiday Mixer and Charity Event
WHEN: Friday, November 20, 2015, 11:15 a.m.
WHERE: Palm Valley Country Club, Palm Desert
(for all members)
WHEN: Wednesday, December 2, 2015, 5:30 p.m. (NEW DATE)
WHERE: Avondale Country Club, Palm Desert
GET THE MOST
D
VERSA
BET
TER CO
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IE
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Y
NI
2016
IT
IL
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th
R
A
BU
N
IN
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35
CO
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1981
E
CH
TE
ITU
ST
OCIATION
ASS
SI
Y
T
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COM
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U
GREEN IS FOR LOCAL EVENTS
The Quorum magazine wants
to feature your community’s
efforts to reduce our
valley’s water consumption.
Contact the Chapter office,
editor@cai-cv.org for more
information.
U
N
VISIBILITY!
Indtroducing Quorum’s New
Back Page 1/3 ad.
Start planning for CAI-CV 35th anniversary!
Ask for the Quorum magazine 2016
advertizing rates and help make this
anniversary year one to remember!
admin@cai-cv.org | (760) 341-0559