At Associa Desert Resort Management, our top priority is keeping all aspects of your community running seamlessly. Whether it’s our top-tier management, secure financials, on-demand maintenance, or advanced technology, our complete and comprehensive suite of services makes leading and living in a managed community better and easier than ever. Leave the hard work to us, so you can focus on what matters.
Accomplish more with Associa Desort Resort Management. Contact us today!
PAUL DAVIS RESTORATION AND REMODELING
Mr. Scott Johnson
Mr. Nick Pecora (760) 360-1855 Nick.pecora@pauldavis.com
SIMPLY VOTING INC.
Mr. Brian Lack (514) 762-0555 brianlack@simplyvoting.com
BROADBAND AGREEMENTS BY MFC, A DIVISION OF MORGAN FUSSELL CONSULTING, INC.
Mr. Morgan Fussell, Jr. (916) 803-8399 morgan@broadbandagreements.com
CALIFORNIA BALCONY INSPECTIONS, LLC
Mr. Shane Bitts (805) 915-4782 info@californiabalconyinspections.com
CONSERVE LANDCARE
Mrs. Fran Mullahy (760) 343-1433 fmullahy@conservelandcare.com
GOTHIC LANDSCAPE
Ms. Deanna Console (619) 830-7100 deanna.console@gothiclandscape.com
LABARRE/OKSNEE INSURANCE
Mr. John Jeffrey Schuknecht, CMCA, AMS (760) 989-1140 johns@hoa-insurance.com
MARIPOSA LANDSCAPES, INC.
Mr. Larry Rudd (626) 253-2537 larry.rudd@mariposa-ca.com
POPPIN PROMOTIONAL PRODUCTS
Ms. Deborah Judd Conlon (951) 536-8956 dj@poppinpromos.com
PRENDIVILLE INSURANCE AGENCY
Mr. Patrick Prendiville, CIRMS (800) 482 4467 patrick@prendivilleagency.com
SIGN-A-RAMA
Mr. Jeff Grady (760) 776-9907 jeff@pdsignarama.com
SLOAT LAW GROUP
Mrs. Karen J. Sloat (760) 779-1313 secretary@karensloatlaw.com
NISSHO OF CALIFORNIA, INC.
Mr. Tom Baird (760) 727-9719 rbigbey@nisshoca.com
SEABREEZE MANAGEMENT COMPANY, INC., AAMC
Ms. Alisa Toalson (951) 808-3587 alisa.toalson@seabreezemgmt.com
Mr. Daniel Farrar, CMCA, AMS (760) 413-1472 DanielkFarrar@aol.com
Ms. Sarah Ann Tramp (970) 571-2578 stramp78@gmail.com
ASSOCIA DESERT RESORT MANAGEMENT
Mrs. Cari A Burleigh, CMCA, AMS (760) 345-4349 (Ext. 2102) cburleigh@drminternet.com
Mr. William Clifford, CMCA, AMS, PCAM (760) 625-5971 bclifford@drminternet.com
Mrs. Jamie A Dodge, CMCA, AMS, PCAM (760) 346-1161
JDodge@drminternet.com
Ms. Rebecca F. Garrett, CMCA, AMS (760) 851-4465
bgarrett@drminternet.com
Mr. Abraham Islas (760) 346-1161
xaislas@drminternet.com
Ms. Ciara Preciado (760) 346-1161 cpreciado@drminternet.com
Mrs. Tracy A. Young, CMCA, AMS (760) 399-7310 tracyyoung@drminternet.com
PERSONALIZED PROPERTY MANAGEMENT CO.
Ms. Ann Borowski-Bitter, CMCA (310) 717-7375 aborowski@ppminternet.com
PREMIER COMMUNITY ASSOCIATION MANAGEMENT
Ms. Rhonda Drews, AMS, PCAM (760) 673-8545 rdrews@brcpcam.com
SEABREEZE MANAGEMENT COMPANY, INC.
Mr. Clint J. Warrell, CMCA, AMS, LSM, PCAM (949) 672-9090 clint.warrell@seabreezemgmt.com
SHADOW MOUNTAIN HOA
Ms. Cindy Calquhoun (760 )346-6123 cindy@shadowmountainresort.com
SUN CITY PALM DESERT COMMUNITY ASSOCIATION
Mr. Clinton James Atherton, CMCA, AMS, LSM, PCAM (760) 200-2224 clint.atherton@scpdca.com
POLO CLUB MAINTENANCE ASSOCIATION Peggy Raun-Linde
RAMON ESTADOS HOMEOWNERS ASSOCIATION
Mr. Jim Billard
TALAVERA COMMUNITY ASSOCIATION
Mr. Christopher Cellini
Mr. David Daurizio
Mr. Richard Davis
Ms. Stacy Jones
Mrs. Jennifer Shepard
ASHLEY LAYTON, PCAM, AMS, CMCA CO-CHAIR
Premier Community Association Management
JENNIFER JAMES, ESQ. CO-CHAIR
HOA Legal Services
LILY ORTEGA Pro Landscaping Inc.
MIKE TRAIDMAN
BOARD LIAISON
Mira Vista at Mission Hills HOA
JASON SAVLOV, ESQ. Adams | Stirling, PLC
JOHN SCHUKNECHT LaBarre/Oksnee Insurance
STEVEN SHUEY, PCAM
Personalized Property Management (Ret.)
CHRIS SIGLER, B.S.C.E, CDT C.L. Sigler & Associates, Inc.
HOLLY SMITH Desert Resort Management
John Schuknecht CMCA, AMS
Lisa A. Tashjian, Esq.
CREATIVE DIRECTOR & GRAPHIC DESIGNER
RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749
PHOTOGRAPHY
MATTHEW LAWTON, CIC, CIRMS, EBP OCV Insurance Services matt@ocvinsurance.com 760-774-2099
JAY JARVIS jayj92260@gmail.com 571-235-5420
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.
How AI Can Help HOA
Sips & Shots Wine and Tequila Tasting Friday, December 6, 2024
With First Citizens Community Association Banking, formerly part of the bank’s CIT division, you can count on continued service from the experts you know. And as one of the nation’s
Choose Educated Business Partners
Julie R. Balbini, Esq., Fiore Racobs & Powers, A PLC
Micha Ballesteros, Cartwright Termite & Pest Control, Inc.
Roxi K. Bardwell, Advanced Reserve Solutions, Inc.
Rodney Bissell, Bissell Design Studios, Inc.
Gary Butler, Asphalt MD's
Linda Cardoza, Alliance Association Bank
Will Cartwright, Cartwright Termite & Pest Control, Inc.
Christopher Cellini, Flood Response
Todd Chism, PatioShoppers
DJ Conlon, Poppin Promotional Products
Lori Fahnestock, Powerful Pest Management
Julie Frazier, Frazier Pest Control, Inc.
Victoria Germyn, Teserra
Elaine Gower, The Naumann Law Firm, PC
Michael Graves, SCT Reserve Consultants
Amanda Gray, Harvest Landscape, Inc.
Jennifer James, Esq., Roseman Law, APC
Erin Kelly, Banc of California
Megan Kirkpatrick, Kirkpatrick Landscaping Services
Jared Knight, Precision Construction & Painting
Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP
Matt Lawton, CIC, CIRMS, OCV Insurance Services
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
Bridget Nigh, BEHR Paints
Matt Ober, Esq., Richardson Ober DeNichilo LLP
Lily Ortega, Pro Landscape
Chet Oshiro, EmpireWorks
Mallory Paproth, SCT Reserve Consultants
Elisa Perez, Esq., Epsten, APC
Jay Powell, Ben's Asphalt
Dana Pride, Automation Pride
Mike Rey, LaBarre/Oksnee Insurance Agency
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, First Citizens Bank
2025 COACHELLA VALLEY
CHAPTER BOARD OF DIRECTORS
PRESIDENT
MARK DODGE, CMCA, AMS Branch President & CEO Associa Desert Resort Management
PAST PRESIDENT
JULIE BALBINI, ESQ. Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC
SECRETARY
BG (RET) GUIDO PORTANTE Director, Mira Vista at Mission Hills HOA
TREASURER
JOLEN ZEROSKI, CMCA VP, Regional Account Executive First Citizens Bank
DIRECTOR
CLINT ATHERTON, PCAM General Manager, Sun City Palm Desert
DIRECTOR
BRIAH CASTILLO, BUSINESS DEVELOPMENT Ivan’s Painting
DIRECTOR
MANDIE CHLARSON, PRINCIPAL NLB Consulting & Elections
DIRECTOR
BRUCE LATTA, CMCA Manager, Indio Properties/President, Desert Cities HOA Council
DIRECTOR
MICHELLE LOPEZ, CMCA, AMS Director of Community Management, Powerstone Property Mgmt.
DIRECTOR
LILY ORTEGA, CMCA Office Manager, Pro Landscape
DIRECTOR
MIKE TRAIDMAN President, Mira Vista at Mission Hills HOA Commissioner, CAMICB
CONTACT US
CAI Coachella Valley 49950 Jefferson Street, Suite 130-117 Indio, CA 92201 (MAIL ONLY) (760) 341-0559 | www.cai-cv.org
JILL PRENDERGAST Executive Director Jill.Prendergast@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.
Roberto Antonio Flores
By Chris Sigler, B.S.C.E., C.D.T.
Mark Dodge, CMCA, AMS
Branch President and Chief Executive Officer
Desert Resort Management – an Associa Company
appy New Year to all CAI-CV members! We have an exciting year to look forward to with a lot of change, and many opportunities. We are saying goodbye to Executive Director, Cal Lockett, after ten years of extraordinary service, and welcoming our new Executive Director, Jill Prendergast, who starts January 1st. Please take a moment to introduce yourselves to Jill at jill.prendergast@cai-cv.org. Our Executive Committee has also changed. Please join me in thanking Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC) for two years of outstanding service as president of the Chapter. Julie will continue to serve on the Executive Committee as Past President. Jolen Zeroski (First Citizens Bank) will continue to serve as Treasurer, and Brigadier General (Retired) Guido Portante will continue to serve as the Chapter’s Board Secretary. We also want to thank Director Bridget Nigh (BEHR Paint), who left the board for a Job with BEHR in Texas, and Erin Kelly (Banc of California), who completed her term in 2024. We have added two new directors to the board. Mandie Chlarson (NLB Consulting and Elections) was welcomed to the board right after the October election, and Briah Castillo (Ivan’s Painting) has just begun a three-year term. We have a new dynamic team ready to take the Chapter into the next decade.
We need every CAI-CV member to consider serving on one of CAI-CV’s 15 committees. The fastest way to build your career and business is to network with other CAI members. Committee work has no price tag other than your time. For an hour a month, you will build life-long relationships, and new skills that will bring career and business opportunities your way. Please consider submitting a volunteer form to serve on one or more Chapter committees. See page 36-37.
Each year, we ask members to review their listings in our annual directory and notify our membership manager, Angela Bissell, of any changes that need to be made. Members have until January 6th to notify membership@
cai-cv.org of any changes. Review your current listing now by clicking here: https://issuu.com/cai-cv/docs/9764_ caicv_2024directory_issuu?fr=sODExMjY1MTA4ODg. If you are a business partner or management company and would like to add your logo, a new category, or purchase an ad in the directory, please see the CAI-CV Advertising and Sponsorship Plan at (CAI-CV STORE). All CAI-CV 2025 marketing opportunities can be found at the CAI-CV Store website. Additional information can be found in the online 2025 Marketing Plan brochure. CLICK HERE FOR ONLINE BROCHURE . https://cai-cv.wallrug.io/
CAI-CV’s most attended event is coming up on Friday, January 24th. Make sure to purchase your tickets for the 2024 Awards & Casino Night by January 3rd to receive the early bird discount. At the awards ceremony, we thank our 2024 volunteers for their service to the Chapter. You will be greeted with champagne and high-roller faux gambling. There will be dozens of door prizes, a silent auction, a grand prize giveaway and a first-class plated dinner. You may purchase tickets to our annual Award Dinner & Casino Night here: https://www.cai-cv.org/events/ EventDetails.aspx?id=1869720&group= and sponsorships can be found at: 2024 Awards – Jan 2025 | CAI-CV. Save money by registering early! See ad on page 12.
Please join me in thanking our Wine Tasting Committee for another spectacular networking event at Shields Date Garden on December 6th. We had a beautiful warm, only in CV, winter night with a blue-ribbon selection of wines and tequilas to taste. I know you will enjoy the photos on page 20-21.
Also on December 6th, we held our annual joint Board Member Workshop/Manager on the Run (BMW/MOTR) educational program at Shields’ theater, featuring a condensed Board Member Bootcamp and Ask the Attorney program. Our sincere thanks to guest panelists John R. MacDowell, Esq., CCAL (Fiore Racobs & Powers, A PLC) and Julie Balbini, Esq (Fiore Racobs & Powers, A PLC) for an amazing program.
If you want to see all the photos from Sips & Shots, and other 2024 events, download the CAI-CV app by going to your app store and typing “CAI Coachella Valley.” On the front page of the app, you will see the photo option. This CAI-CV photo site is sponsored by Matt Lawton (OCV Insurance Services). Thanks Matt!
You may sign up for CAI-CV events and educational programs at: Community Calendar - CAI-CV. Also, you can use the links in the Monday Update (emailed to all members every Monday). Please see page 19 for upcoming events and programs.
On behalf of the CAI-CV 2025 leadership team, thank you for your support of CAI-CV. We wish you a January full of good cheer!
Congratulations to Hale Kelly, General Manager of Sunrise Country Club who earned his Certified Manager of Community Associations (CMCA) from the Community Association Managers International Certification Board (CAMICB) in November. Congratulations also to Reema Hawartheh from RealManage for earning her Association Management Specialist (AMS) designation from CAI in September. Reserve Advisors has recently acquired the Browning Reserve Group. Together, the new company provides reserve studies, structural integrity reserve studies, property insurance appraisals, and energy consulting.
Share your news with CAI-CV members. Contact the office
By John Schuknecht CMCA, AMS
In community management, networking, staying on top of trends, and finding ways to grow in your career are key to success. If you're a business partner in the community association space, joining CAI can give you the tools, connections, and resources to take your business to the next level. Here’s how and why being part of CAI can benefit your company and business:
CAI is home to a huge network of professionals in the community association world, including board members, community managers, and other decision-makers. By becoming a business partner, you’ll have many opportunities to:
• Build relationships with potential and current clients,
• Collaborate with others in the industry,
• Learn from HOA experts.
Being part of CAI boosts your company’s visibility and credibility, helping you become a trusted name in the community association space.
CAI offers its partners exclusive access to information and resources that help businesses stay ahead of the curve. You’ll get:
• Research reports and publications that will help you stay updated on the latest trends, data, and challenges in community association management,
• Educational programs and events that include monthly webinars, workshops, and conferences to refine your business strategies and grow your business.
With CAI’s resources, your business can stay in the loop, adapt to market changes, and provide solutions that meet the needs of the community associations.
When you join CAI, you get a chance to showcase your business to a bigger audience. CAI offers:
• Sponsorships and exhibitor opportunities where you can show off your brand at CAI’s events and reach thousands of industry professionals,
• Marketing tools that give you exposure through CAI’s website, publications, and digital platforms, putting your brand in front of key decision-makers.
Partnering with CAI boosts your brand’s recognition, positioning you as a leader in the community association field.
CAI believes in continuous learning, and as a partner, you’ll have access to educational resources to keep your team sharp. Whether it's leadership training, marketing tips, or community management best practices, CAI helps you:
• Grow your team’s skills and knowledge,
• Stay on top of industry trends,
• Improve client satisfaction by understanding their needs better.
Being with CAI means your team can stay competitive and ready for the future of the industry.
CAI is a strong advocate for community associations at all levels. By joining, you’ll benefit from their work to:
• Support laws and regulations that help the community association industry,
• Tackle challenges like funding, governance, and maintenance issues,
• Make your voice heard in important policy decisions.
By backing CAI’s advocacy efforts, your business can have a hand in shaping the future of the industry and ensuring your clients’ needs are met.
Being part of CAI isn’t just about getting noticed — it’s also about connecting and collaborating with other businesses. You’ll have opportunities to:
• Create new revenue streams,
• Increase your market reach,
• Share ideas and best practices with other companies.
CAI fosters a collaborative environment where businesses can work together to find new opportunities and grow in creative ways.
CAI is all about community excellence. Their mission is to promote effective governance, professional management, and quality services in community associations – values that align with businesses looking to thrive and make a real difference. By joining CAI, you’re showing managers and board members that your business shares the goal of creating strong, thriving communities.
Joining CAI opens the door to many opportunities to grow your network, expand your knowledge, and take your business further. With access to industry insights, events, marketing platforms, and advocacy efforts, CAI provides the resources and connections you need to help you succeed.
By becoming a CAI business partner, you’re not just investing in your company — you’re helping to shape the future of the community association industry.
John Schuknecht CMCA, AMS is a former community manager who currently works as an Account Executive for LaBarre/Oksnee Insurance. John can be reached at 657-207-4789 or JohnS@ hoa-insurance.com
SAVE THE DATE
CAI-CV’s Annual Awards and Casino Night
MASQUERADE BALL
Friday, January 24, 2025, 5:30 p.m.
SUN CITY PALM DESERT
Sponsorships Available
EARLY REGISTRATIONS
Managers & Board Members $100
Non-sponsor Business Partners $200
Hundreds of your colleagues agree it's the Case Law Update! Get a first look at the year's most significant court cases and development shaping community association law with theis fast-paced, entertaining presentation. The collection features new cases that have been filed, and major developments in ongoing cases, during 2024. Connect with your community association law peers for a brilliant review of statutes and regulations revealing important developing trends in community association governance.
REGISTRATION
City of Indian Wells HOA Workshop (FREE) SPONSORSHIPS
WHO: Indian Wells HOA Residents, Community Board Members, and Community Managers
WHEN: Saturday, February 8, 2025, (program starts at 8:30 with a light breakfast at 8) WHERE: VUE Grille, Indian Wells
REGISTRATION: https://www.cai-cv.org/events/EventDetails.aspx?id=1920105&group=
SPONSORSHIPS: https://cai-cv.wallrug.io/product/ city-of-indian-wells-hoa-workshop-mini-trade-show-exhibitor/
By Roberto Antonio Flores
Managing pool heating costs is a constant challenge for HOA committees and property managers. Traditional gas heaters are common but inefficient, often forcing pools to shut down during winter to control costs, upsetting residents. Modern heat pumps and hybrid systems provide a better solution, offering efficiency, sustainability, and affordability.
EFFICIENCY AND COST
Heat pumps are up to 70-80% more efficient than gas heaters. They extract heat from the air, producing 5 units of heat for every 1 unit of energy, compared to less than 1 unit for gas. This translates to 40-60% energy savings over a pool season.
By using a heat pump or hybrid system, HOAs can maintain pool heating year-round without overwhelming costs, increasing resident satisfaction. Some models can also cool water during summer, providing extra comfort in hot climates like the Coachella Valley.
This combination optimizes energy use, lowers expenses, and eliminates the need for seasonal shutdowns, enhancing homeowner satisfaction.
Heat pumps and hybrids are cost-effective over time, lasting 30-50% longer than gas heaters. They drastically reduce monthly energy bills and meet modern sustainability standards, making them a smart investment for HOAs.
Heat pumps emit 50-75% less CO₂ than gas heaters, aligning with California’s Title 24 energy standards, which prohibit fuel-burning heating systems in new residential construction. Adding solar heating to a hybrid system further reduces energy costs and environmental impact.
WHY HYBRID SYSTEMS?
Hybrid systems combine the best features of heat pumps, solar heating, and gas heaters:
• Solar panels provide renewable energy, reducing costs.
• Heat pumps offer affordable, consistent heating.
• Gas heaters ensure quick adjustments for colder days or sudden use.
For property managers and HOA committees, hybrid systems are the key to providing year-round pool comfort while controlling costs and meeting sustainability goals. Pools remain heated and enjoyable, ensuring happy residents and increased property value.
This article is tailored for members of Community Associations Institute – Coachella Valley Chapter (CAI-CV), dedicated to enhancing community living.
As President of WELL and Vice President of Technical Support at Hidroklear, I’m here to help HOAs achieve healthier, more efficient aquatic environments. Contact me for more information on heat pumps, hybrid systems, or other pool solutions.
Roberto Antonio Flores is the Vice President of Technical Support at Hidroklear. Certified Pool Operator (PHTA), Certified Pool & Spa Operator Instructor (PHTA), Certified Pool Inspector (CIEESSA), Certified Aquatic Facility Operator (CIEESSA), Certified Aquatic Facility Auditor (CIEESSA), and Member of the Council for the Model Aquatic Health Code (CMAHC). You can reach Roberto at sales@hidroklear.com or (602) 617-4893
The inspection deadline has passed, but there are many reasons to remain motivated to comply!
By Chris Sigler, B.S.C.E., C.D.T.
Over the past 5 years since the law’s inception, Coachella Valley has seen a good amount of compliance to the now-famous “Balcony Bill”, whose more formal name is California Civil Code 5551, Senate Bill 326, or “SB326” for short. Thankfully, many of our associations here in the Valley have engaged the appropriate un-conflicted engineering or architectural professionals to perform inspections of their exterior elevated elements (EEEs) as is required by the law.
The Legislation’s deadline for performance of these inspections was December 31, 2024, which has now passed. So, if you live in an association that has elevated balconies, stairs, stair landings or walkways but have not yet complied with SB326, what happens now? What are the penalties?
You are thus far in luck – the SB326 Legislation does NOT have any punitive penalties for non-compliance. There are no financial fines or other penalties that an HOA will suffer starting on January 1. This is good news indeed, but the incentives and motivations for compliance are many!
You may say, “if they don’t keep track of or penalize HOAs for not complying, then what’s the point?”
The point is that this is a State of California safety law. Even if it appears as though your EEEs look great, their condition, remaining useful life and level of safety must be confirmed by a professional and reported to you every 9 years.
IF YOU DO NOT COMPLY WITH THIS SAFETYRELATED LAW, THE FOLLOWING ARE JUST A FEW OF THE POSSIBLE NEGATIVE IMPACTS THAT COULD ENSUE:
1. An accident could happen on a balcony that has not yet been inspected, and injuries or worse could result.
2. An elevated structure could collapse while being used, which could result in injuries or worse.
3. Insurance companies could either raise premiums or cancel policies for non-compliance.
4. Institutional real estate lenders could place the HOA property and its residential units on “do not lend” lists.
“THE REDUCTION OF THE VARIOUS RISKS THAT ARE POSSIBLE TO OCCUR DUE TO NON-COMPLIANCE SHOULD EASILY OFFSET THE COST OF COMPLIANCE.”
There are plenty of resources that exist to assist an association, its board members and management, in gaining all of the necessary information to work towards compliance. Those steps include, but are not limited to:
1. Network with colleagues and management supervisors to obtain referrals for engineers or architects to obtain proposals from. (Note: B e sure to engage an inspection consultant that does not perform repairs, to avoid a conflict of interest in your report )
2. Consult the Chapter’s Directory of Business Partners and Services for referrals for inspections and consultants for SB326.
3. Consult with your reserve analyst for referrals and information.
4. Obtain proposals for SB326 Inspections and Reporting and engage a consultant with an engineer or architect, without the conflict of being a firm that can perform repairs, if recommended or needed.
5. Keep records of your efforts to take SB326 compliance measures and engage a professional consultant.
6. Have inspections and reporting performed ASAP and provide the report to your reserve analyst, as prescribed by the law.
7. Follow the recommendations of the inspector’s report.
It’s never too late to comply! Since SB326 is a state-mandated safety law, there is no choice than to ensure that your HOA complies with the law. There’s a saying in the working world: As we say in the construction world, “Safety Pays”! The reduction of the various risks that are possible to occur due to non-compliance should easily offset the cost of compliance. Taking steps towards properly informing your association and complying with the law will provide safe harbor for the association’s overall well-being, and for the enjoyment of its balconies and other elevated structures.
Chris Sigler is the President and owner of C.L. Sigler & Associates, Inc., a Construction Management and Consulting firm that has exclusively served the HOA industry for 23 years. He is a Civil Engineer by trade with more than 30 years of Engineering and Construction experience and is actively involved in SB 326 inspections throughout the Coachella Valley. Chris is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. Located in Palm Desert, his firm serves the Coachella Valley and Riverside County, while serving the San Francisco Bay Area in Northern California from their San Jose Corporate office. Chris can be reached at 408-210-8003 or by email at chris@siglercm.com www.siglercm.com
Do your HOA residents (and potential home buyers) recognize the value associated with living in your “best practice“ community?
CAI-CV’s Medallion Award Program provides an opportunity for CAI-CV member communities to be recognized for using CAI best practices.
BENEFITS TO YOUR HOA:
• Helps to build positive community spirit.
• Helps preserve and enhance the highlevel character of your community.
• Helps to protect and enhance property values in your community.
• Helps the board and management exceed owners’ expectations.
YOU WILL RECEIVE:
• A professionally made outdoor Medallion Community logo sign that can be mounted to your gate or entrance.
• A professionally designed electronic logo that can be added to your website, business cards, and marketing materials.
• A cover-feature article in CAI-CV’s award-winning HOA Living Magazine
JOIN THE RANKS OF COACHELLA VALLEY MEDALLION COMMUNITIES!
• Desert Shores Resort, Indio
• Indian Ridge, Palm Desert
• Mira Vista at Mission Hills, Rancho Mirage
• Montage at Mission Hills, Cathedral City
• Palm Valley Country Club, Palm Desert
• Santa Rosa Cove, La Quinta
• Sun City Palm Desert
• The Springs Community Association, Rancho Mirage
• Victoria Falls, Rancho Mirage
NEXT STEP:
Request an application
Click or Scan the QR Code
(Application includes a questionnaire designed to evaluate an HOA’s best practices in all operational areas. The application is reviewed by CAI-CV Homeowner Leaders who either award Medallion status or provide feedback on areas needing improvement. The first-time application fee for CAI-CV members is $300 with a 2-year renewal fee of $200. Contact CAI-CV (760) 341-0559 or email jill.prendergast@CAI-CV.org for more information.)
CAI-CV’s & Desert Cities HOA Council’s Board Member Workshop (Managers & board members)
WHEN: Tuesday, January 14, 2025, 8:30 a.m. WHERE: Via Zoom
City of Indian Wells HOA Workshop (FREE)
WHEN: Saturday, February 8, 2025, 8:30 a.m.
WHERE: VUE Grille, Indian Wells
CAI-CV’s CMCA Review
WHEN: Monday, February 24, 2025, 9:00 a.m.
WHERE: RAP Foundation Conference Room, Palm Desert
REGISTRATION: SPONSORSHIPS:
CAI-CV’s Annual Awards (For 2024) & Casino Night (All members)
WHEN: Friday, January 24, 2024, 5:30 p.m. WHERE: Sun City Palm Desert
REGISTRATION: SPONSORSHIPS:
CAI-CV/Desert Cities HOA Council Board Member Workshop
WHEN: Tuesday, February 11, 2025, 8:30 a.m.
WHERE: Via Zoom and RAP Foundation Conference Room, Palm Desert
REGISTRATION: SPONSORSHIPS:
CAI’s CID Law Course
WHEN: Monday, February 24, 2025, 9:00 a.m. WHERE: RAP Foundation Conference Room, Palm Desert
REGISTRATION: SPONSORSHIPS:
CAI National Law Seminar
(For Community Association Lawyers/Insurance Executives)
WHEN: Wednesday, January 29, 2025 –Saturday, February 1, 2025
WHERE: San Antonio, TX
REGISTRATION: Law Seminar | Community Associations Institute
REGISTRATION: SPONSORSHIPS:
CAI-CV Educational Lunch Program & Mini Trade Show
WHEN: Friday, February 21, 2025, 11:15 a.m. WHERE: Sun City Palm Desert
REGISTRATION: SPONSORSHIPS:
CAI’s Educated Business Partner Course
WHEN: Monday, February 24, 2025, 12:00 p.m.
WHERE: RAP Foundation Conference Room, Palm Desert
REGISTRATION: SPONSORSHIPS:
REGISTRATION: SPONSORSHIPS:
TITLE SPONSOR
WINE TASTING SPONSOR
Hotwire Communications
TEQUILA TASTING SPONSOR
Ivan’s Painting & Maintenance
CHAMPAGNE SPONSOR EmpireWorks
LIGHTING SPONSOR
Sun King Electric, Inc.
CENTERPIECE SPONSOR
Vista Paint Corporation
ENTERTAINMENT SPONSOR
Precision Construction & Painting
RESERVED TABLE SPONSORS
Associa Desert Resort Management
C.L. Sigler & Associates
Harvest Landscape
Ivan’s Painting
Southwest Landscape
FOOD SPONSOR
LaBarre/Oksnee Insurance Agency X 2
SILENT AUCTION SPONSORS
Association Professional Services
Fiore Racobs & Powers, A PLC
GRAND PRIZE SPONSORS
Delphi Law Group, LLP
MC Builder Corp.
Roof Asset Management
COCKTAIL NAPKIN SPONSOR
Dunn-Edwards Corporation
CLAC SPONSOR
Epsten, APC
SCHOLARSHIP SPONSOR
NLB Consulting & Elections
Friday, February 28, 2025, 11:15 a.m.
TITANIUM
AMS Paving, Inc.
Asphalt MD’s
Associa DRM
C. L. Sigler & Associates
EmpireWorks Reconstruction
Fiore Racobs & Powers, A PLC
Gardner Outdoor and Pool Remodeling
Signarama
Sunshine Landscape
Vantage Point Construction PLATINUM
Ivan's Painting & Maintenance
Prendiville Insurance Agency GOLD
Delphi Law Group, LLP
EmpireWorks
Epsten, APC
First Citizens Bank
Flood Response
Precision Painting & Reconstruction
Western Pacific Roofing SILVER
Accurate Termite & Pest Control
Alan Smith Pools
Behr Paint Company
Cooper Coatings, Inc.
Dunn-Edwards Corporation
Nissho of California, Inc.
SCT Reserve Consultants
Tinnelly Law Group
Vintage Landscape
BRONZE
Alliance Association Bank
Allied Universal Security Services
BrightView Landscape Services
Broadband Agreements
Community Legal Advisors
First Service Residential
LaBarre/Oksnee Insurance Agency
PatioShoppers, Inc.
Popular Association Banking
Premier Community Association Mgmt.
Securitas Security Services
Sun King Electric
Vista Paint
Wednesday 1
Tuesday 14
Friday 7 Leadership Training, 9:00AM- 1:00PM RAP Conference
Saturday 8 Indian Wells HOA Workshop, 9:00AM Indian
Tuesday 11 BMW/DCHC Board Education, 8:30AM Zoom
Monday 17 President’s Day
Friday 21 Lunch Program & Trade Show, 11:15AM
Tuesday 25 Strat. Planning 2:30PM, Board 3:30PM Zoom
Tuesday 4 Board Certificate Course, 9 AM Zoom
Saturday 15 City of Palm Desert HOA Town Hall
21
Friday 28 Business Partner Event, 5:30PM
Tuesday 8 BMW/DCHC, 8:30AM, Board Bootcamp Zoom
Friday 18 Lunch Program & Trade Show, 11:15AM Sun City Palm
TU-TH 22-24 CLAC Legislative Days in Sacramento Sacramento Tuesday 29 Strat. Planning 2:30PM, Board 3:30PM
JUNE
Friday 6 Annual Comedy Night, 5:30 PM
19 Juneteenth Day
JULY TH - FR 4-5 Independence Day
11 Annual Bowling Tournament,
Wednesday 13
Board Education
Tuesday 26 Strat. Planning 2:30PM, Board 3:30PM Zoom
Friday 29 Strat. Planning (Leadership), 9:00AM RAP Conference Center SEPTEMBER
Monday 1 Labor Day
Tuesday 30 Strat. Planning 2:30 PM, Board 3:30 PM Zoom OCTOBER
Tuesday 7 BMW, 8:30 A.M.
Monday 13 Columbus Day
Friday 17 Lunch Program & Trade Show, 11:15AM
Friday 24 Oktoberfest, 5:30PM
Tuesday 28 Strat. Planning 2:30PM, Board 3:30PM
Friday 14 Fall Golf Event, 1:30 P.M.
Tuesday 18 Start. Planning 2:30P.M., Board 3:30PM
Friday 21 Leg. Update & Trade Show, 11:00AM
TH - FR 27-28 Thanksgiving
Friday 12 BMW/MOTR Ask the Attorney, 3:30PM
12
Tuesday 16 Strat. Planning 2:30PM, Board 3:30PM
TH-FR 25-26 Christmas Holiday
Wednesday 31 New Year's Eve
JANUARY 2026
TH-FR 1-2 New Year’s Holiday
Friday 23 Annual Awards Event, 5:30PM
WE WANT YOU TO PARTICIPATE IN THE INSURANCE TRENDS IMPACT SURVEY
Community associations are experiencing rising premiums, cancellations, and other coverage related issues with their community’s property and casualty policies.
These trends are impacting homeowners’ ability to sell their homes/condominiums due to mortgage underwriting issues and increases in assessments, special assessments, and more. In 2023, we conducted an Insurance Trends Impact Survey, and we’re updating the survey today. Please help us understand what you and your community/communities are experiencing by participating in this short survey so we can share the information with the industry and work with government officials to find solutions to these challenges.
PLEASE TAKE A FEW MINUTES TO PARTICIPATE IN THE SURVEY.
https://www.surveymonkey.com/r/9DD8YK7
This data helps CAI advocate for public policies supporting common interest communities. It also helps community associations benchmark their practices against other communities in their state and across the country.
By Coachella Valley Water District (CVWD)
Make 2025 the year you make water conservation a way of life.
Water conservation has grown from a seasonal necessity to a year-round commitment in the region. Doing the work efficiently requires learning about the importance of water conservation and everyone’s participation through efforts inside and outside the home.
Here are some tips on how to be more water-efficient this year.
• Shorten your shower by a few minutes or install a water-efficient shower head.
• Turn off the tap while brushing your teeth and shaving.
• Wash only full loads of dishes and laundry.
• Check your faucets and toilets for leaks frequently.
• Thaw food in the fridge, rather than under running water.
• Replace appliances and fixtures with water-efficient models.
Water conservation has grown from a seasonal necessity to a year-round commitment in the region.
• Keep your sprinklers off after it rains for two to three days.
• Adjust your sprinklers with the seasons using CVWD’s watering guide at cvwd.org/wateringguide for recommended irrigation times.
• Use a broom to clean patios, walkways, and driveways instead of the garden hose.
• Turn off your sprinklers on windy days to avoid water waste.
• Use mulch in your garden to help plants retain water.
• Incorporate drought-tolerant native plants in your garden that require less water.
• Apply water in the early morning or evening hours to minimize loss through evaporation, especially when temperatures are high.
CVWD offers rebate incentives to residential, HOA, and commercial customers that are designed to assist those who want to reduce their water usage. Customers can enjoy various discount programs such as:
• Turf Conversion Rebate Program
• Free Hunter Pro-C Solar Sync
Smart Irrigation Controller
• Residential Rotary Nozzle Rebate Program
• Rachio Smart Sprinkler Controller
• Flume Smart Home Water Monitor
• Plus more!
Visit cvwd.org/rebates for program details.
By Shaun T. Johnson
Have you ever gone out for an evening walk around your homeowners association and noticed that the landscape lighting is just not up to par? It can be anything from misaligned fixtures not illuminating the objective, fixtures that are not working in certain places, or fixtures that give off differing color and lumen output. Each of these issues can be easily corrected by knowledgeable people taking proper care in maintaining your lighting system. Here are a few of the root causes for the issues listed above, as well as some others.
The initial design of the lighting system is a key element to determine both appearance and functionality. Historically, the use of above grade metallic junction boxes for points of connection was utilized, rather than installing an in-grade concrete or a high-density polyethylene (HDPE) junction box where the box cover is flush with the finished surface.
The issue with the above grade junction boxes is that they become subject to physical damage and corrosion. This can range from being struck by landscape equipment, vandalism, or being waterlogged by nearby sprinklers and mother nature. All these factors can lead to damaged internal wiring and costly repairs. While the in-grade junction boxes are still subject to sprinkler systems and mother nature, they offer better protection from other types of damage. If they are installed correctly with a gravel base below and into the box, damage from sprinkler systems or mother nature are mitigated. Taking this
extra step helps keep the lighting system operational, with fewer failures and less costly repairs in the future.
The visual output for your lighting system is critically important. Lighting alignment, lumen output and Kelvin (color) temperature are all issues that help obtain the presentation you want for your landscaped area. Whether it
“THE VISUAL OUTPUT FOR YOUR LIGHTING SYSTEM IS CRITICALLY IMPORTANT. LIGHTING ALIGNMENT, LUMEN OUTPUT AND KELVIN (COLOR) TEMPERATURE ARE ALL ISSUES THAT HELP OBTAIN THE PRESENTATION YOU WANT FOR YOUR LANDSCAPED AREA.”
is intended to be accent lighting or path of travel lighting, there are a few things to keep in mind. Making sure that the fixtures are installed at proper distances from what they are intended to illuminate will help to ensure that you get an evenly distributed light level and not end up with bright hot spots. This will also help with ensuring that there is adequate space to maintain the landscaping without subjecting the fixtures to damage from equipment or having
them covered up within overgrowth. The proper choice of Kelvin temperature and lumen output will help to create the appealing atmosphere that you are looking for with your lighting system. Using a lower level of both Kelvin temperature and lumen output will produce a warmer and softer appearance. While going with higher levels will make a brighter and bolder statement. Increased brightness will also provide for a safer and well-lit path of travel for you and your guests.
By far the biggest issues for community associations are with the underground portion of the lighting system. Typically, these underground portions of the lighting system are installed with either direct burial cable (DBC), galvanized rigid conduit (GRC) or in polyvinyl chloride conduit (PVC). While GRC does provide maximum protection from damage caused by roots, digging tools and subterranean animals, it is much more expensive than the others and is subject to corrosion. The corrosion factor makes it almost impossible to re-pull wire through the conduit if there is a failure in that line.
The use of DBC has the benefit of being the most economical form of installation but offers the least amount of protection against future failure. However, DBC is the most vulnerable to digging tools and invasive roots and subterranean animals. PVC conduit is the best option available, as it provides you with a protective, reusable underground raceway and it is cost effective. In closing, I hope that this information provides you with some helpful insights and ideas for your future landscape lighting projects. When you have repairs, consider upgrading your system to provide the maximum life at the most reasonable cost.
Shaun T. Johnson is President of Sun King Electric, Inc.
He can be reached at shaun@sunkingelectric.com or by phone at (760) 898-1388.
“BY FAR THE BIGGEST ISSUES FOR COMMUNITY ASSOCIATIONS ARE WITH THE UNDERGROUND PORTION OF THE LIGHTING SYSTEM. TYPICALLY, THESE UNDERGROUND PORTIONS OF THE LIGHTING SYSTEM ARE INSTALLED WITH
EITHER DIRECT BURIAL CABLE
(DBC), GALVANIZED RIGID CONDUIT (GRC) OR IN POLYVINYL CHLORIDE CONDUIT (PVC). “
ADVANCED TRAINING FOR BOARD MEMBERS – ALL YOU NEED TO KNOW ABOUT GOVERNING DOCUMENTS
TUESDAY, JANUARY 14, 2025, 8:30 A.M. (FREE VIA ZOOM)
REGISTER TODAY CAI-CV.ORG
CLICK OR SCAN QR CODE
Become an January Education Board Member WORKSHOP SPONSOR . CLICK OR SCAN QR CODE
HOW AI CAN HELP HOA BOARDS AND MANAGERS
TUESDAY, FEBRUARY 11, 2025, 8:30 AM (VIA ZOOM & RAP FOUNDATION CONFERENCE ROOM)
REGISTER TODAY CAI-CV.ORG
CLICK OR SCAN QR CODE
Become an February Education Board Member WORKSHOP SPONSOR . CLICK OR SCAN QR CODE
In high school, Mike was caught digging a pool behind the football field… by hand! Today he remodels pools! Was there ever any doubt?
Remodeling pools and Back yards since 1969
Qualit y work at a fair price
Lic #896061 C-53
By Lisa A. Tashjian, Esq. and A.J. Jahanian, Esq.
The last several years have seen an active State Legislature, often geared towards increasing the availability of housing within the state. Whether it was relaxing rental restrictions in associations or removing regulatory hurdles for ADU construction, recent new laws often seem to come at the expense of common interest development living and community. This year, with the critical efforts of CAI-CLAC, electronic voting was finally signed into law, marking a long-awaited step towards increasing homeowner participation and facilitating the voting process, while minimizing election costs. Other bills, either enacted or still pending, may also prove to be positive or uncontroversial. What you won’t see here is the mandatory Board Member Education bill, which resurfaced this year, and which CAI-CLAC staunchly (and successively) opposed.
This CAI-CLAC sponsored bill finally puts into law, associations’ right to implement electronic voting, in the place of distributing secret written ballots. Specifically, Civil Code Section 5105 now provides that associations may adopt an election operating rule, to allow owners to either “opt-in” or “opt-out” of electronic voting, as long as certain procedures are followed. If owners opt-out under the association’s election rules, they must be given a secret written ballot (per usual), and they must also be provided with individual notice at least 30 days before the deadline to opt out of electronic secret ballot voting, which states:
• The member’s current voting method;
• If the member’s voting method is by electronic secret ballot and the association has an email address for the member, the email address of the member that will be used for voting by electronic secret ballot;
• An explanation that the member is required to opt-out of voting by electronic secret ballot if the member elects to vote by written secret ballot;
• An explanation of how a member may opt-out of voting by electronic secret ballot; and
• The deadline by which the member is required to opt-out of voting by electronic secret ballot if they want to exercise that right.
If the rule allows owners to opt-in to electronic voting, the inspector of elections must provide them with an electronic secret ballot and there are less burdensome requirements. Regardless of which rule the board chooses to adopt, the association must maintain a list of members who are using electronic versus traditional written ballots.
Important to note, electronic voting cannot be used for elections regarding regular assessment increases or special assessments. It is critical that boards work with legal counsel to update election rules if they wish to begin implementing electronic voting. Keep in mind that election rules that are amended within 90 days of an election may not be used for that election—the old rules still apply. Regardless, updating the rules sooner, rather than later, will get the association on track to using electronic voting in the very near future.
Existing law requires associations to maintain, repair and replace the association’s common areas, or other components and areas that it is required to maintain and repair, under their governing documents. This bill expands on that obligation by mandating associations be responsible for repairing and replacing any components necessary to restore interrupted gas, heat, water, or electrical services, which components begin in the common area, and even if they extend into other areas such as the unit. Now, under Section 4775 of the Civil Code, boards must begin the repair process for any of these interrupted services, within 14 days.
Boards will need to begin planning to ensure the cost of these components are incorporated into operating budgets and reserve studies. Note, if reserve funds are insufficient to perform these repairs, the law also allows the association to obtain financing, without membership approval, and impose an emergency special assessment to pay back the loan. Alternatively, boards may want to ensure the CC&Rs are amended to sufficiently describe responsibility and ownership of these components.
There are two exceptions to this law: (1) if the CC&Rs assign a different maintenance responsibility to these components; or (2) if those components are required to be maintained by a utility company.
We all know by now that via SB 326, associations must complete visual inspections of exterior elevated elements (load-bearing balconies, decks, patios, etc.) by no later than January 1, 2025. These inspections, to date, needed to be performed by structural engineers or architects. AB 2114 adds to that short list, a “licensed civil engineer” as someone qualified to perform the inspection. Don’t be late! Getting these inspections done early will help with budget and maintenance planning, especially if inspections reveal that significant repairs are needed.
Lisa A. Tashjian, a partner with Beaumont Tashjian, has devoted her career to representing community associations. Ms. Tashjian provides the firm’s clients with legal advice on all areas of community association law, she focuses her practice on litigation including dispute resolution, arbitration and trial work and supervises the firm’s attorney-managed assessment collections department. She can be reached at LTashjian@ HOAattorneys.com.
A.J. Jahanian is a partner with Beaumont Tashjian. Mr. Jahanian advises boards and management in the preparation and enforcement of governing documents and contracts, risk management, dispute resolution, and fair housing compliance. Mr. Jahanian also handles matters related to the levying and collection of assessments. He can be reached at ajahanian@HOAattorneys.com.
By Tom Skiba, CAE
I’m writing to inform you that on Dec. 3, the U.S. District Court for the Eastern District of Texas published a decision in the matter of Texas Top Cop Shop, Inc., et al. v. Garland, et al. issuing a preliminary nationwide injunction against the Corporate Transparency Act (Act).
The court granted Plaintiff’s request for a preliminary injunction, blocking the U.S. Department of Treasury from enforcing the act’s beneficial ownership information reporting requirements.
In his opinion, Judge Amos L. Mazzant III grants the Plaintiff’s request to preliminary enjoin the Government from enforcing the Corporate Transparency Act and its Implementing Regulations, ruling that “Neither may be enforced, and reporting companies need not comply with the CTA’s January 1, 2025, BOI reporting deadline pending further order of the Court.”
“WE
WILL CONTINUE TO PURSUE A FULL REPEAL OF THE ACT OR EXEMPTION TO PROTECT THE COMMUNITY ASSOCIATION HOUSING MODEL AS WELL AS THE PRIVACY AND PERSONAL INFORMATION OF ITS VOLUNTEER LEADERS.”
This preliminary injunction applies nationwide, halting enforcement and compliance of the Act’s beneficial ownership reporting requirements across the entire United States. CAI’s legal team believes the injunction applies to all community associations incorporated within the U.S.
CAI will continue its unwavering commitment to protecting the community association housing model and our members’ interests. We firmly believe the act’s requirements place an excessive burden on community associations, which operate differently from traditional corporations and small businesses.
We will continue to pursue a full repeal of the act or exemption to protect the community association housing model as well as the privacy and personal information of its volunteer leaders. This is good news today, but it isn’t the end of the story. Please continue to watch for messaging about any further developments by visiting www.caionline.org/CTA.
Plaintiffs in the Texas Top Cop Shop case made similar arguments to those made in CAI’s federal lawsuit against the U.S. Department of Treasury, Secretary Janet Yellen, and the director of the Financial Crimes Enforcement Network. The plaintiffs argued the act was an overreach of Congress’s authority over the states, improperly compelling speech and contradicting the right of association guaranteed by the First Amendment and violating the Fourth Amendment by forcing the disclosure of private information. Judge Mazzant’s opinion cites arguments and rulings from CAI’s pending federal case in the U.S. District Court for the Eastern District of Virginia to substantiate his ruling. For community association board members who have taken advice from industry professionals and already complied with the act’s reporting requirements, you have taken the responsible route. We recognize the situation is complex especially because we are so close to the reporting deadline. We continue to believe that exempting community associations from the act is in the best interests of CAI member communities.
THE FULL OPINION CAN BE FOUND HERE:
https://caionlinle.mmsend.com/link.cfm?r=gH_xPuVvAgVjMk-aB9ywtQ~~&pe=4LpXGflYC1JkIeZoijmTRIdWoVYJCogBtQzfUMZHFunn9dfyM6P50eLjKwvwIUeavh7OX9uRFCGaT_cQHv2RGA~~&t=9-thn3sL-KjSStlJM2SCDQ~~
For more information on CAI’s pending lawsuit, advocacy efforts, and the act’s impact on community associations, visit www.caionline.org/CTA .
Thank you for your continued support as we work to protect the interests of our members and communities nationwide.
Thomas M. Skiba, CAE, is the Chief Executive Officer of Community Associations Institute (CAI). Tom can be reached at government@caionline.org.
By Mike Traidman
At the December board meeting, the formation of a new Standing Committee on Marketing and Membership was approved for 2025. Its goal is to increase CAI-CV membership for all three membership representative groups, business partners, community managers, and homeowner leaders. The new committee will also work to increase awareness of CAI around the Coachella Valley. We have learned during our “City HOA Workshops” held earlier this year in Indio, Indian Wells, and Palm Desert that many board members, managers, and business partners don’t yet know CAI and the education, networking, and business growth opportunities that CAI-CV offers.
The CAI-CV board and the new committee will develop goals and objectives, and then the materials and strategies to boost membership and sales of CAI-CV advertising and sponsorships. This committee will work with existing members and reach out to prospective members to promote CAI-CV marketing opportunities. They will look at media and advertising opportunities and identify non-CAI events for CAI to participate in to help spread the word around the Valley.
If you would like to become a member of this new committee, please email our new chapter Executive Director, Jill Prendergast at jill.prendergast@cai-cv.org.
Mike Traidman is a Director of CAI-CV, the President of Mira Vista at Mission Hills HOA, and a Commissioner for the Community Association Managers International Certification Board (CAMICB). Mike can be reached at mtraidman@yahoo.com.
REGISTRATION:
CAI-CV’s CMCA Review
WHEN: Monday, February 24, 2025 9:00 a.m.
WHERE: RAP Foundation Conference Room Palm Desert
ADVANCED EDUCATION! CAI’s CID Law Course
REGISTRATION:
FOR MANAGERS & COMMUNITY BOARD MEMBERS FOR MANAGERS FOR BUSINESS PARTNERS
WHEN: Monday, February 24, 2025 9:00 a.m.
WHERE: RAP Foundation Conference Room Palm Desert
SPONSORSHIPS:
CAI’s Educated Business Partner Course
RECEIVE CAI’S EDUCATED BUSINESS PARTNER DISTINCTION
WHEN: Monday, February 24, 2025 12:00 p.m.
WHERE: RAP Foundation Conference Room Palm Desert
SPONSORSHIPS:
REGISTRATION: SPONSORSHIPS:
By CAI National
Understand all aspects of community association management with CAI’s education program. Learn new, in-demand skills and prepare for industry designations and credentials that will advance your career. Courses focus on finance, insurance, leadership, governance, and communication.
January 2025
January 16-17, 2025: M-100: The Essentials of Community Association Management (Live Virtual Class)
January 23-24, 2025: M-201: Facilities Management (Live Virtual Class)
February 2025
February 5-7, 2025: M-100: The Essentials of Community Association Management (Hilton Head Island, SC)
February 6-7, 2025: M-360: Leadership Practices in Building Community (Live Virtual Class)
February 13-14, 2025: M-202: Association Communications (Live Virtual Class)
March 2025
March 6-7, 2025: M-100: The Essentials of Community Association Management (Live Virtual Class)
March 6-7, 2025: M-206: Financial Management (Estero, FL)
March 13-14, 2025: M-204: Community Governance (Live Virtual Class)
March 20-21, 2025: M205: Risk Management (Live Virtual Class)
April 2025
April 3-4, 2025: M-320: High-Rise Maintenance and Management (Live Virtual Class)
April 24-25, 2025: M-100: The Essentials of Community Association Management (Live Virtual Class)
May 5-7, 2025: M-100: The Essentials of Community Association Management (Orlando, FL; Live Onsite Class before the Annual Conference)
May 6, 2025: M-201: Facilities Management (Orlando, FL; Live Onsite Class before the Annual Conference)
May 6, 2025: M-202: Association Communications (Orlando, FL; Live Onsite Class before the Annual Conference)
May 6, 2025: M-203: Community Leadership (Orlando, FL; Live Onsite Class before the Annual Conference)
May 6, 2025: M-400: Contemporary Issues in Community Association Management (Orlando, FL; Live Onsite Class before the Annual Conference)
May 22-23, 2025: M-206: Financial Management (Live Virtual Class)
May 29-30, 2025: M-203: Community Leadership (Live Virtual Class)
June 5-6, 2025: M-100: The Essentials of Community Association Management (Live Virtual Class)
June 12-13, 2025: M-202: Association Communications (Live Virtual Class)
June 26-27, 2025: M-370: Managing Developing Communities (Live Virtual Class)
Courses are open to everyone. Register online four weeks in advance for live classroom courses and receive a $25 discount. Seating is limited. Early registration is strongly recommended.
CAI-CV HAS 15 STANDING COMMITTEES, WITH MORE THAN 150 VOLUNTEERS. CAI-CV COMMITTEES HAVE BEEN RECOGNIZED WITH 27 CAI NATIONAL AWARDS IN THE PAST EIGHT YEARS.
All CAI-CV members in good standing are eligible to serve on Chapter committees. Committees strive to have representatives from all three membership categories. CAI-CV members may serve on more than one committee. There is no cost to serving on a CAI-CV committee. Volunteers are always welcome.
Volunteering for a committee will typically occupy two to three hours per month. Most committees meet monthly, however event committees may meet more frequently in the months leading up to the event. Committee meetings are typically via Zoom.
Each committee is structured with a leadership team that includes a CAI-CV Director as the Liaison to the Chapter Board, a Committee Chair, and one or more Committee Co-Chairs. Typically, Chairs and Co-Chairs have served on a committee for a year or more and have shown leadership capabilities. As part of the Chapter’s succession plan, Directors on the CAI-CV Board must have served for at least one year as a Chair, Co-Chair, or CLAC Delegate.
Resources for committee members are located on the CAI-CV website under Resources, and then under the Committee Tools & Resources tab.
CAI-CV Standing Committees have been authorized by the CAI-CV Board of Directors. CAI-CV Committees fall within four major categories. Administrative committees have ongoing responsibilities that keep the Chapter running smoothly. Educational committees focus on providing top-tier education and continuing education units (CEUs) for all members. Membership support committees focus on specific needs of each of the three major membership groups: business partners, homeowner leaders, and community association managers. Networking and fundraising committees plan networking events to raise support for CAI-CV’s educational programs.
HOA Living Magazine Committee
• Publication of CAI-CV’s Award-Winning Monthly Magazine
• Advertising in HOA Living Legislative Support Committee
• Choose & Support CLAC Delegates
• Keep Members Apprised of HOA Legislation
• Grassroots Lobbying
• District Meetings with Legislators Marketing & Membership Committee
• Increase Membership
• Increases Sales of Advertising
• Increase Sales of Sponsorships
• Increase Visibility of CAI in the Coachella Valley
Social Media Committee
• Social Media
• Internal Communications for CAI Events & Programs
• E xternal Communications & Media Relations Volunteer Committee
• Provide Volunteers for CAI-CV Events and Programs Web & Tech Committee
• Web design and content review
• APP design
• A ssociation Management System (AMS) design
EDUCATIONAL COMMITTEE
Education Committee
• In-person educational programs and mini trade show for all members.
• CAMDAY for managers and assistant managers
• Educated Business Partner Course for business partners
• Board Member Workshops (BMW) for Association Board Members and Desert Cities HOA Council members
• Common Interest Development (CID) Law Course
• CMCA Review Course
Business Partner Committee
• Onboarding New Business Partner Members
• Organize Mini Trade Shows
• Outreach to Potential Business Partners
• Develop Marketing & Networking Opportunities
Homeowner Leader Committee
• Onboarding for New Homeowner Leader Members
• Outreach to Potential Homeowner Leaders
• Homeowner Leader Education & Publications
• CAI-CV Medallion Community Program
• CAI Homeowner Leader Certificate Program
• Desert Cities HOA Council Professional Managers Committee
• Onboarding for New Manager Members
• Outreach to Potential Manager Members
• Career Development & Statewide Job Board
• CAI-CV Carol A. Fulton Scholarship Fund
• Higher Education for Managers
• CAI National Courses & CAI Professional Designations
NETWORKING & FUNDRASING COMMITTEES
Awards Committee
• Annual Awards & Recognition Event Bowling Committee
• Annual Bowling Tournament Wine Tasting Committee
• Annual Wine Tasting Event Golf Committee
• Annual Golf Tournament(s) Oktoberfest Committee
• Annual Oktoberfest Celebration
First Name:
Last Name:
Employer/Company/Association Name:
Mailing Address:
City:
State: Zip:
Work Phone:
Cell Phone:
E-Mail Address:
I understand the 2 to 3 hour per month time commitment required to serve on a CAI-CV committee and I understand that if I miss 3 or more meetings, I may be removed from the committee.
Please submit forms to jill.prendergast@CAI-CV.ORG. Please call the CAI-CV office if you have questions, (760) 341-0559.
I WANT TO VOLUNTEER FOR THE FOLLOWING CAI-CV COMMITTEES
Awards Committee
Bowling Committee
Business Partner Committee
Education Committee
Golf Committee
HOA Living Magazine Committee
Homeowner Leader Committee
Legislative Support Committee
Marketing & Membership Committee
Oktoberfest Committee
Professional Managers Committee
Social Media Committee
Volunteer Committee
Web & Tech Committee
Wine Tasting Committee
The California Legislative Action Committee’s (CLAC’s) primary objective remains constant: propose, monitor, evaluate, provide input, and take formal positions on state legislation affecting community associations.
“We’ve found that as an individual, it’s hard to make an impact. But, when you get together as group of like-minded people, working together on a common goal, you’re able to accomplish a great many things.”
– Kieran Purcell, Esq., Legislative Co-Chair for CAI-CLAC
CAI California State Legislative Tracking Report
If you have questions or comments, please contact CAI’s Government and Public Affairs team at government@caionline.org.
