CAI-CV HOA Living May 2023

NEW AND RENEWING MEMBERS

NEW BUSINESS PARTNER MEMBERS

GLS LANDSCAPING SERVICE

Mr. Johnny Contreras (760) 329-7207 gls.gdnc@gmail.com

HOTWIRE COMMUNICATIONS

Mr. William Brady (510) 258-9976 william.brady@hotwirecommunication.com

RENEWING BUSINESS PARTNER MEMBERS

ARTISTIC MAINTENANCE, INC.

Ms. Marlene Arredondo (949) 581-9817 marredondo@artisticmaintenance.com

BEAUMONT TASHJIAN

Ms. Tawnee N. Guerra (818) 884-9998 TNGuerra@HOAattorneys.com

DELPHI LAW GROUP, LLP

Mr. James R. McCormick, Jr., Esq. (844) 433-5744 (707) jmccormick@delphillp.com

DIVERSIFIED WATERSCAPES, INC.

Ms. Maria Angel (949) 582-5414 m6a2@dwiwater.com

FLOOD RESPONSE, A DIVISION OF MACDONALD SERVICE GROUP, INC.

Mr. Christopher Joseph Cellini (610) 633-9346 chris@floodresponse.com

HARVEST LANDSCAPE ENTERPRISES, INC.

Ms. Amanda Gray (714) 450-5849 amanda.gray@hlei.us

KASDAN TURNER THOMSON BOOTH LLP

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

KHATRI INT. CIVIL & STRUCTURAL ENGINEERS, ARCHITECTS

Mr. Dilip Khatri (626)475-7660 dkhatri2006@gmail.com

MCKENZIE MENA, LLP

Mr. Jeff Higgins 800-996-1770 jhiggins@mrcdlaw.com

NLB CONSULTING

Mrs. Lee Bothe (760) 323-7475 lee@nlbconsultingfirm.com

O'CONNELL LANDSCAPE MAINTENANCE

Mr. Jack Rush (800) 339-1106 jack@oclm.com

SOLAR CENTRAL INC.

Mr. Rob Winkle (760) 333-9900 rob@ramroof.com

SUPERIOR ROOFING

Mr. Joe Barber (626) 806-0420 jbarber@superiorrw.com

Mr. Brandon Ewart (800) 761-6272 bjewart@cox.net

UNITED PAVING CO.

Ms. Tracie Moran (951) 739-9200 tmoran@united-paving.com

VISTA PAINT CORPORATION

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

NEW MANAGER MEMBERS

Ivy Nichole Armstrong (760) 455-2232 ivynichole75@aol.com

Renee Bender (760) 345-1954 (102) renee@pdrcc.org

ASSOCIA DESERT RESORT MANAGEMENT

Mr. Pete Paul Chryss (760) 346-1161 pchryss@drminternet.com

Ms. Jessica Jimenez (760) 797-6243

jjimenez@drminternet.com

Ms. Madison Lippert (760) 346-1161 mlippert@drminternet.com

Nicolasa Moya (760) 972-6124 nmoya@drminternet.com

SHELTER BAY COMMUNITY, INC.

Mr. Bill Palmer, AMS (253) 509-2390 wrp95914@gmail.com

THE MANAGEMENT TRUST, DESERT REGION

Mr. Spencer Lee Mathey, CMCA, AMS (909) 838-0486 spencer.mathey@managementtrust.com

RENEWING MANAGER MEMBERS

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

Mr. Shawn Snook, CMCA (760)883-0073 shawn.snook@icloud.com

ACTION PROPERTY MANAGEMENT, INC.

Mr. Matthew Davidson, CMCA, AMS, PCAM (949) 450-4399 (3601) mdavidson@actionlife.com

ASSOCIA DESERT RESORT MANAGEMENT

Mrs. Vanessa Ayon (760) 345-4349 (2106) vanessa.ayon@associa.us

Mrs. Shelly Bricker (760) 346-1161 sbricker@drminternet.com

Ms. Jennifer Carroll, CMCA, AMS, PCAM (760) 346-1161 jcarroll@drminternet.com

Mrs. Christie M.V. Curtis, CMCA, AMS (760) 285-2965 ccurtis@drminternet.com

Ms. Erin Larraine Grossman, CMCA, AMS (760) 610-7779 egrossman@drminternet.com

Ms. Alba Janeth Guerra Ramirez (760) 610-7752 aguerra@drminternet.com

Mrs. Kristen Rinetti (925) 324-9174 krinetti@drminternet.com

CID CONSORTIUM, LLC

Mr. Adam P. Haney (888) 786-6000 (317) ahaney@cidcllc.us

FIRSTSERVICE RESIDENTIAL CALIFORNIA, LLC

Ms. Karen Tillotson, CMCA, AMS (951) 973-7505 karen.tillotson@fsresidential.com

LAKES COUNTRY CLUB ASSOCIATION

Ms. Teresa A. Falconer, CMCA, AMS (760) 568-4321 (1122) tfalconer@thelakescc.com

MARABELLE ESTATES

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

MISSION LAKES COUNTRY CLUB

Mr. Eric Charos, CMCA (760) 676-4405 echaros@missionlakescountryclub.com

PALM DESERT GREENS ASSOCIATION

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

VIP MANAGEMENT

Ms. Heather Farmer (760) 567-7901 heather@vip-mgmt.com

NEW HOMEOWNER LEADERS

BANNING ESTATES HOMEOWNERS ASSOCIATION

Ms. Kay Litras

Ms. Kathleen Murphy

Mr. Anthony Sterbling

Mrs. Maureen Wilson

HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION

Ms. Debbie Cave

MISSION HILLS VISTA DEL SOL

Dr. Roger Crumley

Mr. James Eichberg

Ms. Ardella Freko

Ms. Cindy-Lu Gans

Mr. Alex Laws

Mr. David Ray Simons

Mr. Jay Spak

Ms. DeeDee Warren

MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION

Ms. Lesley Johnson

SUN CITY SHADOW HILLS

Mr. Jerry Conrad

Mr. Terry Coon

Ms. Kathy Lindstrom

Mr. Scott Pessin

Ms. Barbara Prezlock

RENEWING HOMEOWNER LEADERS

Ms. Louise Stettler

CANYON ESTATES HOMEOWNERS ASSOCIATION

Mr. Curtis Barber

Ms. Patti Proudfit

Mrs. Maureen Roman

ST. AUGUSTINE OWNERS ASSOCIATION

Mr. Benjamin Boish

Ms. Sarah Disney

Mr. Jon Jahr

Mr. J. Craig Sweeney

Mr. Stuart Sweetser

MEAGHAN GAFFNEY-HOWE, CMCA, AMS CHAIR

The Gaffney Group, Inc.

RODNEY BISSELL, CO-CHAIR

Bissell Design Studios, Inc.

ASHLEY LAYTON, PCAM, AMS, CMCA CO-CHAIR

Premier Community Association Management

JENNIFER JAMES, ESQ. BOARD LIAISON

HOA Legal Services

STEVEN SHUEY, PCAM BOARD LIAISON

Personalized Property Management (Ret.)

CHRISTOPHER BAIR

Securitas Security Services

BRIAN BERCE Golden Alliance Insurance

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

GREG GRITTERS

Vintage Landscape

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

JAMIE PRICER

Coachella Valley Water District

JASON SAVLOV, ESQ. Adams | Stirling, PLC

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

LORENA STERLING, CAFM

Community Association Financial Services

CREATIVE DIRECTOR & GRAPHIC DESIGNER

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

By Christopher Bair

By Adrian Chiang,

and Sandra L. Gottlieb, Esq.,

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.

By Susanne Guo

Julie R. Balbini, Esq., Fiore Racobs & Powers, A PLC

Micha Ballesteros, Cartwright Termite & Pest Control, Inc.

Roxi K. Bardwell, Advanced Reserve Solutions, Inc.

Rodney Bissell, Bissell Design Studios, Inc.

Kimberly Burnett, DSI Security Services

Gary Butler, Asphalt MD's

Linda Cardoza, Alliance Association Bank

Will Cartwright, Cartwright Termite & Pest Control, Inc.

Todd Chism, PatioShoppers

Angel Christina, Delphi Law Group, LLP

Lori Fahnestock, Powerful Pest Management

Dea Franck, Esq., Epsten, APC

Julie Frazier, Frazier Pest Control, Inc.

Elaine Gower, The Naumann Law Firm, PC

Michael Graves, SCT Reserve Consultants

Amanda Gray, Harvest Landscape, Inc.

Jennifer James, Esq., HOA Legal Services

Erin Kelly, Pacific Western Bank

Megan Kirkpatrick, Kirkpatrick Landscaping Services

Jared Knight, Vista Paint Corporation

Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP

Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency

Larry Layton, Kirkpatrick Landscaping Services

Alison LeBoeuf, Sherwin-Williams

Mike Mastropietro, OCBS, Inc.

Chris Meyer, Asphalt MD's

Greg Morrow, Eagle Roofing Products

Fran Mullahy, Conserve LandCare

Bridget Nigh, BEHR Paints

Matt Ober, Esq., Richardson Ober DeNichilo LLP

Chet Oshiro, EmpireWorks

Mallory Paproth, SCT Reserve Consultants

Elisa Perez, Esq., Epsten, APC

Jay Powell, Ben's Asphalt

Dana Pride, Automation Pride

Mike Rey, Rey Insurance Services

Kelly Richardson, Esq., Richardson Ober DeNichilo LLP

Brent Sherman, Animal Pest Management Services, Inc.

Liz Williams, AMS Paving

Taylor Winkle, Roof Asset Management

Bevan Worsham, AMS Paving

Jolen Zeroski, CIT

2023 COACHELLA VALLEY

CLINT ATHERTON, PCAM

General Manager, Sun City Palm Desert

SECRETARY-ERIN KELLY

AVP, HOA Senior Manager Pacific Western Bank

TREASURER

BG (RET) GUIDO PORTANTE

Director, Mira Vista at Mission Hills HOA

DIRECTOR

MARK DODGE, CMCA, AMS

Branch President & CEO

Associa Desert Resort Management (DRM)

DIRECTOR

JENNIFER JAMES, ESQ.

Attorney, HOA Legal Services

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

BRIDGET NIGH

Regional Account Manager, BEHR Paint Company

DIRECTOR

LILY ORTEGA, CMCA

Office Manager, Pro Landscape

DIRECTOR

JOLEN ZEROSKI, CMCA

VP, Community Association Banking

CIT Bank

CONTACT US

CAI Coachella Valley

49950 Jefferson Street, Suite 130-117 Indio, CA 92201

(760) 341-0559 | www.cai-cv.org

CAL LOCKETT Executive Director clockett@cai-cv.org

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

Friday, May 5, 2023, Sun City Palm Desert

President’s Message

Julie Balbini, Esq. Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC

Happy May to all our members! Later this month, at the CAI National Conference in Dallas, we are excited to be accepting another CAI National Achievement Award, for HOA Living Magazine. I hope all our members who are attending the conference will join us at the awards ceremony, on May 19, at 11:15 a.m. Look for photos of the awards ceremony in the next issue of HOA Living. Congratulations, HOA Living Magazine Committee, for this well-deserved recognition!

I also want to congratulate two of our members who will be walking the stage in Dallas to accept CAI’s most coveted designations. Paula Tapia, Executive Vice President, Associa Desert Resort Management, will receive CAI’s Professional Community Association Manager (PCAM) designation, and Dan Goodrich, PCAM, General Manager of Sierra Dawn Estates HOA, will receive CAI’s Large-Scale Manager (LSM) designation. We will be cheering you on!

The Chapter has more good news. CAI-CV continues to grow! We added 38 new members this past month. Please see pages 19 and 35, to welcome our new business partner members. Thanks, to all our recruiters and the Membership Committee, for your hard work.

Behind the scenes, the Chapter office completed its move to a “virtual” office. From early reports, this move has been “virtually” invisible to our members. If you haven’t updated your records, the Chapter’s new mailing address is 49950 Jefferson Street, Suite 130-117, Indio, CA 92201, and our new address, for in-person meetings, is 41-550 Eclectic Street, Palm Desert, CA 92260 (in the RAP Foundation offices).

On May 5, the Golf Committee is hosting the Chapter’s Annual Spring Golf Tournament, at Sun City Palm Desert. The theme for this year’s tournament is Cinco de Mayo! See page 13 for more information. Remember, Managers play free. I want to thank Rhonda Drews, PCAM (Premier Community Association Management) for taking over as Chair of the Golf Committee for longtime member Dan Farrar, CMCA, AMS, who changed jobs last month and is now working in North San Diego County. Thanks also, to Co-Chair, Julie Mogolis, CMCA, AMS (Associa Desert Resort Management), Greg Morrow (Eagle Roofing Products), Jolen Zeroski, CMCA (CIT Bank), and the rest of the Golf Committee, for your hard work.

On May 2, the Education Committee has a Board Member Workshop/Desert Cities HOA Council (BMW/DCHC) class planned, on the topic of “Rules & Regulations,” with guest speakers Emily Long, Esq. (Epsten, APC), and Holly Smith, PCAM (Associa Desert Resort Management). Managers are invited to attend, along with your HOA board members.

On May 12, the Programs Committee has a fantastic program planned on the topic of “Association Finances & Reserves,” with guest speakers Kevin Leonard, RS, President of Association Reserves, and Jolen Zeroski, CMCA, Vice President of CIT Bank. See page 26 for more information.

The Education Committee has scheduled a Manager on the Run (MOTR) class about governing documents, on Thursday, May 25, with guest speakers, Dea Franck, Esq. (Epsten, APC), and Jillian Wright, Esq. (Epsten, APC). You won’t want to miss this important class. Just a reminder that MOTR classes are a great way to provide training to assistant managers.

Our thanks to Kumar Raja, Esq. (Beaumont Tashjian), who taught the CAI-CV Board Member Workshop/Desert Cities HOA Council (BMW/DCHC) class, on April 4, on the topic of ADR and IDR, showing our members how to handle HOA conflicts and mental health issues. This was a very insightful program.

We also want to thank Keith Lavery, CMCA, PCAM, CCAM (Associa Desert Resort Management), and Jolen Zeroski (CIT Bank), for teaching a Manager on the Run class about HOA accounting and budgeting, on April 13. We appreciate all the excellent advice you provided.

Thanks to the Programs Committee for another excellent program on April 28, to help our members prepare for an active shooter situation. Our sincere thanks to David Walton (Allied Universal Security Services) for an outstanding presentation. Please see the photos on pages 24-25.

If we don’t see you in Dallas, we look forward to seeing you at one of our local events in May!

Pueblo Sands Homeowners Association

By Ashley Layton, PCAM, AMS, CMCA

Pueblo Sands Homeowners Association is located in Palm Springs, on Ramon Road. The Association is near the airport, Superior Court, City Hall, police station, the extensive Desert Oasis Healthcare clinics on El Cielo, and minutes from the famous downtown strip. Shopping and restaurants are just a mile away.

The Association started construction in 1981 originally as apartments and converted to condos with the second

developer in 1983. Each unit is comprised of two bedrooms and two bathrooms, with more than seven floorplan styles. Current prices range from $300,000 to $350,000. Each condo comes with a deeded covered parking spot and private storage room. Monthly assessments are $370.00, which includes domestic water and the maintenance of exterior of buildings, private roads, covered parking, pools, spas, gates, and other common facilities.

Pueblo Sands has two sparkling pools and spas, onsite laundry facilities, a dog park, and a clubhouse that is also available for owners to rent. The Association is currently working on replacing turf throughout the community with desert landscaping to do their part with water conservation. Recently they underwent a total conversion of their entire front landscaping of 10,000 sq. ft. and cut their water bill in half! Many visitors and realtors compliment the beautiful landscaping and say it looks more natural with the community’s Southwest architectural design and beautiful desert surroundings.

The board is comprised of five members, who are supported by a landscaping committee. The Association works with numerous CAI-CV business partners including Vista Paint,

BRS Roofing, IPS Paving, and Vantage Point Construction. Pueblo Sands Homeowners Association is managed by Ashley Layton, PCAM with Premier Community Association Management. Ashley can be reached at 760-345-2449 or via email at ALayton@brcpcam.com .

Ashley Layton, PCAM, AMS, CMCA is Vice President of Premier Community Association Management. She can be reached at 760 345 2449 or email her at ALayton@brcpcam.com. www.brcpcam.com

Golf Ball Cannon Sponsor

Securitas Security Services, USA, Inc.

Golf Cart Sponsors

Flood Response

Precision Painting & Reconstruction

Southwest Landscape & Maintenance, LLC

Foursome Sponsors

Adams Stirling, PLC

Alan Smith Pools

Allied Universal Security Services

AMS Paving, Inc.

Andre Landscape

Artistic Mainteance

Asphalt MD’s X2

Flood Response

Horizon Lighting

Hotwire Communications

Ivan’s Painting & Maintenance

LaBarre / Oksnee Insurance

Payne Pest Management

Powerful Pest Management

Precision Painting & Reconstruction

Roof Asset Management

Sherwin Williams Paints X2

Signarama

Sunshine Landscape

Vintage Group Security

Western Pacific Roofing

THANK YOU TO OUR SPONSORS

Hole Booth Sponsors

Alan Smith Pools

Allied Universal Security Services

Associa Desert Resort Management

Delphi Law Group, LLP

Diversified Asphalt Products

EmpireWorks Reconstruction and Painting

Frazier Pest Control, Inc.

Hotwire Communications

Ivan’s Painting & Maintenance

Nissho of California

NPG Asphalt

Roof Asset Management

Securitas Security Services

Sun King Electric, Inc.

Sunshine Landscape

Vantage Point Construction

Vintage Landscape

Western Pacific Roofing

Swag Bag Sponsor

Behr Paint

Water Sponsor

Southwest Aquatics

Golf Towel Sponsor

AMS Paving

Golf Ball Sponsors

Poppin Promotional Products

Sun King Electric

Trophy Sponsors

First Service Residential

Sherwin Williams Paint

Photo Sponsor

Classic Photo Booths

Breakfast & Lunch Sponsors

Dunn-Edwards Corporation

Epsten, APC

Real Manage

Vista Paint Corporation

Closest to the Pin Sponsor –Women

C.L. Sigler & Associates

Longest Drive Women

LaBarre/Oksnee Insurance Agency

Longest Drive Men

C.L. Sigler & Associates

Mulligan Sponsor

Payne Pest Management

Green Signage Sponsors

AMS Paving, Inc.

Asphalt MD’s

Payne Pest Management

MEET THE BOARD AND COMMITTEE LEADERSHIP

Mandie Chlarson (NLB Consulting) Co-Chair, Octoberfest Committee

By Meaghan Gaffney-Howe, CMCA, AMS

This article is part of a series featuring CAI-CV Board members and committee leadership. This month, we are featuring Mandie Chlarson. Mandie currently serves as the Oktoberfest Committee Co-Chair. Mandie is a business partner member of CAI-CV and is the owner of NLB Consulting –Election Services. With a focus on customer service and approachability, NLB Consulting offers end-to-end election services for homeowners associations throughout the Coachella Valley and Southern California.

Mandie grew up in South Dakota and relocated to California in the early 2000’s to be closer to family. After working in the mortgage industry for over ten years, she took some time off following the birth of her youngest child. She has now been in the HOA industry for six years.

Early on in her career, she attended some CAI-CV industry events and told us, “I really loved the sense of community and the education opportunities offered by CAI.” Mandie has been giving back to the Chapter by serving the past

three years on the CAI-CV Oktoberfest Committee. Mandie told us that her goal as co-chair of the Committee is, “To help make Oktoberfest the best event of the year. We have a great committee and I love working with all of them.” She believes in leading from the front, noting, “We are a team, and everyone should have agency and a voice.”

An avid reader, Mandie reads roughly 200 books per year. She also enjoys spending time with her family and hiking with their two dogs. Her family includes husband, Mark (who you may have met at past industry events), and three children.

When asked about her skills, she said her communication skills and her ability to connect with others are most important to her and her career. Her most valued professional achievement to date occurred in July of 2022, when Lee Bothe semi-retired and Mandie became owner/manager of NLB Consulting. Mandie said, “It’s been very rewarding, and I look forward to growing the company.” Mandie said she has a willingness to do whatever it

takes to be the greatest businessperson she can be. When asked for her most humorous professional encounter, Mandie offered the following, “Early into COVID when we first started doing virtual meetings, my dog caught the cord of my iPad and yanked it off the table during a board meeting. I’m sure my face was hilarious right before the video went spinning through the house.”

When asked if she has a message for HOA Living readers, Mandie said, “I am grateful to all my friends at CAI-CV. I love the CAI community and I feel really blessed to be part of it.”

Mandie, thank you for your service to CAI-CV and for your dedication to the CID industry!

Meaghan Gaffney-Howe, CMCA, AMS is a community manager and Vice President of The Gaffney Group, Inc. Meaghan can be reached at meaghan@thegaffneygroup.net.

"MANDIE’S GOAL AS CO-CHAIR OF THE COMMITTEE IS 'TO HELP MAKE OKTOBERFEST THE BEST EVENT OF THE YEAR.'"

HOA Security CostsPlanning for Officer Wage Increases

By Christopher Bair

Homeowner associations are responsible for maintaining the security and safety of their residents. One of the ways that HOAs provide security is by hiring security officers to man the gated entrances. Security officers are important as they are your first line of defense in preventing unauthorized entries into your community.

Security officer wages are subject to increase over time due to various reasons such as cost of living, state-mandated minimum wage increases, and market demand. This poses a challenge for HOAs as they are forced to fiscally budget and plan for the increased wages while maintaining the same level of security services.

The first step in planning for security officer wage increases is to conduct research on the current market rate for security officer wages in your city. This can be done by contacting other similar communities or security firms in the area or by conducting online research. This information can be used to determine the current market rates, and how they compare to what other communities are currently paying. Another resource can be found through the ERI (Economic Research Institute) website. This site provides salary and wage assessment data.

Once your HOA has determined the current and fair market wages for security officers, you can begin to develop a budget to account for wage increases. This will involve reviewing the HOA’s current budget and determining where adjustments can be made to accommodate the increased wages. This may require reducing spending in some areas while increasing revenue through dues or assessments.

Another important factor to consider when planning for security officer wage increases is the impact on the overall security budget. It is important to ensure that the HOA is still able to provide the same level of services despite the increased wage expenses. Reevaluating the security budget and adjusting other expenses such as equipment or training

costs may be necessary. Your security provider will work with you to negotiate appropriate wage and billing rates.

The HOA may also want to consider alternatives such as implementing technology solutions to offset increased wage rates. Technology solutions such as access control systems, surveillance cameras, telephone entry systems and remote guarding can help reduce the need for security officers at certain times during the day and night and can provide a cost-effective solution in the long term. Another cost-saving idea: Add random nightly patrol inspections combined with an unmanned visitor entry system at the gatehouse during the graveyard shift when visitor entries are minimal.

Finally, communicate wage increase realities to the residents. This will help to ensure that they understand the importance of providing competitive wages for security officers and the impact it may have on the community’s budget. They may also want to consider soliciting feedback from residents on the current performance of security services being provided and the impact potential wage increases could have on their assessments.

As you can see, planning for security officer wage increases requires research, budgeting, and communication. By taking a proactive approach, HOAs can ensure that they are able to provide competitive wages for their security officers while maintaining the same level of professional security services for their residents and community.

Christopher Bair is the Business Development Manager at Securitas Security Services in Palm Desert. Christopher can be reached at: (760) 779-0728 or by email at christopher.bair@securitasinc.com.

"Once your HOA has determined the current and fair market wages for security officers, you can begin to develop a budget to account for wage increases."

IN MEMORY OF OUR FRIEND, JOE JUAREZ.

OUR THOUGHTS AND PRAYERS ARE WITH YOU AND BRS ROOFING.

JOIN THE HOA LIVING

MAGAZINE COMMITTEE

(760) 341-0559

HOALiving@cai-cv.org

WELCOME ABOARD

Submitted by Ashley Layton, PCAM, AMS, CMCA

Congratulations to Jennifer Zeivel, CMCA, AMS, PCAM for her new job as the HOA Community Manager for The Springs! Jennifer’s new email at The Springs is jzeivel@TheSpringsRM.com.

Congratulations to Dan Goodrich, CMCA, AMS, PCAM, LSM for achieving his LargeScale Manager (LSM) designation last month. Dan, we look forward to cheering you on at the National Conference as you walk the stage!

Have you heard that CAI-CV has moved? The Chapter’s new mailing address is: CAI-CV, 49950 Jefferson Street, Suite 130-117, Indio, CA 92201.

Welcome aboard, Precision Painting & Reconstruction! Precision Painting & Reconstruction is a family owned and operated company that has been in business for more than 13 years. They specialize in HOA and commercial reconstruction and painting. They serve the Southern California area providing a superior service to all their community managers and board members. In 2009, they started as painting contractors. Over time they understood how beneficial it would be if they obtained their general contractor’s license. Today, they are a one-stop-shop and can accommodate both the painting and reconstruction needs of HOA communities.

Evan Murray, President, states, “CAI has been a great business partner to us, and we look forward to a very successful 2023.” Precision Painting & Reconstruction’s services include waterproofing decks and planters, wood replacement, metal replacement, painting, and SB326 repairs. The company has six offices in Southern California and 200+ employees to serve their clients.

When asked about what he does in his spare time, Evan said, “I enjoy spending time with my wife and three children, and when I can find more time, golf is always #1 on my list!”

Precision Painting & Reconstruction’s local office is located at: 74710 Highway 111, Suite 102, Palm Desert, Ca 92260, and their website is: www.precisionpainting.com. You may reach Evan Murray directly at (805) 341-4088 or by email at evan@precisionpainting.com. Additional contacts for Precision include: Jennifer Silva (310) 707-7847 jennifer@precisionpainting.com and Marc Roest (949) 422-4159 Marc@precisionpainting.com.

Please contact Evan for more information on the services that are offered that can benefit your home or community! Welcome aboard, Precision Painting & Reconstruction!

Ashley Layton, PCAM, AMS, CMCA is Vice President of Premier Community Association Management. She can be reached at 760 345 2449 or email her at ALayton@brcpcam.com. www.brcpcam.com

Preparing for the Inevitable: Raising Assessments and How to Do It

By Adrian Chiang, Esq. and Sandra L. Gottlieb, Esq., CCAL

Whether it’s to pay for repairs to the common area, replenish reserve funds, pay for increased utilities, stay even with inflation, raise funds for a new project addition such as a playground or pool (also known as capital improvement), or even help pay for litigation, there will come a time when a homeowners association will need to raise its assessments. This article explains why, how, and when to raise assessments, and how to best communicate it to the membership. When you go through this process keep in mind everyone knows that the cost for a gallon of milk has gone up along with a gallon of gas, so increases in assessments should not be a surprise. Our association boards should not have to approach the news of assessments increases with shame or threats of retribution; the truth is it is just a “sign of the times.”

First, it’s important to know how assessments work. An association’s annual or “regular” assessments should total the amount of expected expenses for the year which are collected from the membership. These regular assessments are deposited in the operating account and some of the funds may be saved in a reserve account for designated line items as identified in the association’s annual budget. As the association incurs expenses, the operating funds are used to pay for such expenses. If the association has reserve funds set aside for, as an example, major repair items, such as a pool or a roof, then the association can use those reserve funds as that is what the reserve funds are intended for. But when there are additional ongoing operating expenses that arise in which the operating account is insufficient and in which reserve funds can’t be used for that purpose*, the association will

have to raise its regular assessments or may need to levy a special assessment based on urgency and need. (Note*: Associations do have the ability to borrow from reserve funds for ongoing operating expenses but are required to pay back the borrowed reserve funds which typically results in raising assessments.) Below is a summary of the methods of raising assessments.

1. The 5% Rule: Civil Code § 5605 allows the Board of Directors, by a majority vote, to immediately levy a special assessment in an amount up to five percent (5%) of the budgeted gross expenses of the current fiscal year. Raising assessments by this method is usually only for when the association needs just a little bit of extra funds in smaller amounts which is why membership vote or approval is not required. So for example, if an association’s total budgeted expenses/ annual budget is one hundred thousand

dollars ($100,000), this means the board can specially assess a total of five thousand dollars ($5,000) against the entire membership; this $5,000 is then divided amongst the membership and assessed to each member based on the association’s CC&Rs assessment structure, either equally, variably, or a hybrid of both. Since this is a “special assessment,” it can be levied at any time as opposed to an association’s regular assessments which are pre-calculated and set prior to the start of the fiscal year.

2. The 20% Rule: Civil Code § 5605 also allows the Board of Directors, by a majority vote, to levy up to a twenty percent (20%) increase in the regular assessment amount from the prior fiscal year. This is an easy way for an association to raise its assessments because no membership approval is required, and it is typically used for future or long-term expenses based upon budget calculations since this method of raising assessments is not immediate like a special assessment. An association could levy a 20% increase in the regular assessments that takes effect at the start of the next fiscal year, and then repeat this as needed for each successive fiscal year. The downside to this method of raising assessments is that an association may not receive the funds it needs for an immediate expense.

3. Emergency Assessment: Civil Code § 5610 allows the Board of Directors, by a majority vote, to levy an emergency special assessment under certain circumstances. An emergency expense is defined as an extraordinary expense (i) required by an order of a court; (ii) required to repair or maintain the development or any part of it for which the association is responsible where a threat to personal safety on the property is discovered; and (iii) required to repair or maintain the development or any part of it for which the association is responsible that could not have been reasonably foreseen by the board in preparing and distributing the annual budget report. Under the last circumstance, the law

requires that the board pass a resolution containing written findings as to the necessity of the extraordinary expense involved and why the expense was not or could not have been reasonably foreseen in the budgeting process, and the resolution must be distributed to the members with the notice of assessment. This method of raising assessments is very powerful because it allows for an immediate special assessment by the Board of Directors in an amount that may otherwise exceed the 5% and 20% limits

discussed above. This provision in the law exists because an association may need a large sum of emergency funds immediately which would otherwise be subject to a special assessment secret ballot vote by the membership which could be rejected. Caution: Be mindful of the fact that courts will scrutinize this form of immediate assessment levy, if disputed, to confirm that the manner in which the assessment is levied is supported by the facts.

ASSESSMENT INCREASES

4. Membership Special Assessment by Secret Ballot: Finally, the most common method of raising assessments is by a special assessment vote approved by the membership. There is no limit to the amount of a proposed special assessment except that it must be based on the amount anticipated to be needed. Civil Code §§ 4070 and 5605(c) supersede language in an association’s CC&Rs and state that a majority of a quorum (defined as fifty percent (50%) or more of the membership) can approve a special assessment. This vote would be subject to the secret ballot process and requires at least thirty (30) days to be conducted. As a reminder, state law effective in 2020 requires that an association has adopted election rules to conduct any election including an election for a special assessment vote. Warning! If an association doesn’t have election rules, an election cannot occur until ninety (90) days after adoption of election rules.

“ALTHOUGH THE POWER TO LEVY ASSESSMENTS EXISTS IT IS NOT UNCOMMON FOR AN ASSOCIATION TO FACE MEMBERSHIP OPPOSITION OR EXPERIENCE PROBLEMS IN RAISING ASSESSMENTS. FOR ANY ASSESSMENT INCREASES, IT IS BEST TO BE OPEN AND TRANSPARENT WITH THE MEMBERSHIP AND GIVE THEM AS MUCH ADVANCE NOTICE AS POSSIBLE.”

Regardless of the method of levying and increasing assessments, before any assessment increase is due, Civil Code § 5615 requires that an association provide thirty (30) to sixty (60) days’ notice of the increase. However, an association should also check its CC&Rs for any further restrictions about the notice required for assessment increases; for example, some CC&Rs may require sixty (60) days' notice.

Although the power to levy assessments exists it is not uncommon for an association to face membership opposition or experience problems in raising assessments. For any assessment increases, it is best to be open and transparent with the membership and give them as much advance notice as possible. An association may consider town halls or additional meetings prior to any meeting and election to vote on raising assessments in which questions can be asked and answered. In addition, depending on the amount of a special assessment, be mindful of the fact it may be difficult for owners to pay the assessment increase timely so an association may also want to consider obtaining stop gap or transitional loans and/or offering owners payment plans subject to a written payment plan agreement. Payment plans can also be offered, within the board’s discretion, for regular assessment increases for those owners having difficulty in meeting their financial obligations to the association.

Given the various methods of raising assessments, the compliance requirements, and issues that may arise when trying to raise assessments, an association should work closely with its manager and/ or legal counsel to determine the best way to raise assessments to address the financial needs of the association.

Sandra L. Gottlieb, Esq., CCAL has been practicing law for over 40 years and is the firm's Managing Partner and also leads the transactional team at SwedelsonGottlieb. Contact Sandra at slg@sghoalaw.com or 800.372.2207 x202.

Adrian Chiang, Esq. is an Associate Attorney at SwedelsonGottlieb and was admitted to the California Bar in 2015. Contact Adrian at ac@sghoalaw.com or 800.372.2207 x211.

Application for CAI Board Leader Certificate Course

New in 2023 – CAI National is offering HOA board members a nationally recognized CERTIFICATE! CAI-CV will offer this five-hour program to our members and the Desert Cities HOA Council members in 2023.

DATE:

Saturday, September 9th 9 A.M. to 3 P.M.

THE COST IS REGULARLY:

$99 for members | $199 nonmembers

(Individual online class via CAI National)

The Chapter is offering a facilitated class for a cost of $69 (members) and $169 (nonmembers). Most HOA’s pay for their members to attend. It’s a win-win for all!

Please provide us with the following information if you are interested in participating in the Board Leadership Certificate Program.

Name:

Email:

Cell Number:

HOA Board:

Preferred Date: Those board members interested in participating will be contacted with the details of the program.

EMAIL THIS INFORMATION OR CLICK OR SCAN THE QR CODE: admin@cai-cv.org if you have questions, call the office at (760) 341-0559.

COCKTAILS

David Studebaker (host):

Dry Bar Comedy, Sirius XM

Frank Lucero:

Latin Kings of Comedy

Norwegian Cruise Line

James Connolly:

Netflix, America’s Got Talent

CAI-CV EDUCATIONAL PROGRAM & MINI TRADE SHOW FRIDAY, APRIL 28, 2023 | SUN CITY PALM DESERT

The IRS Wants You to Know About Clean Energy Tax Credits

By Susanne Guo

The IRS is promoting many clean energy programs available to both residents and businesses, including HOAs. Here are links to these programs.

HOME ENERGY CREDITS:

Home Energy Tax Credits | Internal Revenue Service (irs.gov)

FAQs about energy efficient home improvements and residential clean energy property credits | Internal Revenue Service (irs.gov)

Inflation Reduction Act of 2022 | Internal Revenue Service (irs.gov)

Tax Credit Legislation | ENERGY STAR

VIDEO

Changes to the energy efficient home improvements and residential clean energy property credits may benefit you. Check out an #IRS video with valuable information: https://youtu.be/OkU8vQDWWZ0

CLEAN VEHICLE CREDITS

Credits for New Electric Vehicles

Purchased in 2022 or Before

Credits for New Electric Vehicles

Purchased in 2023 or After

Used Electric Vehicle Credit

• Commercial Clean Vehicle Credit

Clean Vehicle Credit Qualified Manufacturer Requirements

Clean Vehicle Credit Dealer Requirements

PRINTABLE POSTERS

Publication 5724, Credit for Previously Owned Clean VehiclesPDF

Making Our Homes More Efficient: Clean Energy Tax Credits for Consumers | Department of Energy

Publication 5724-A, Credit for Clean VehiclesPDF

5 Ways to Save in 2023 with Home Energy Tax Credits | Department of Energy

Credits and Deductions Under the Inflation Reduction Act of 2022 | Internal Revenue Service (irs.gov)

Publication 5724-B, Credit for Commercial Clean VehiclesPDF

Submitted By Susanne Guo, IRS Communications & Liaison. Susanne can be reached at (657) 247-3341 or by email at Susanne.guo@irs.gov.

EASY ACCESS TO CAI-CV’S CORPORATE SPONSORS

Water Conservation Rules Revised

By Coachella Valley Water District (CVWD)

Following an improved water supply in the state, Coachella Valley Water District has taken significant steps to ease emergency water conservation measures adopted in spring 2022.

CVWD has returned to Level 1 of its Water Shortage Contingency Plan in response to Gov. Newsom’s announcement on March 24 to lift the state’s 15 percent voluntary conservation directive.

HERE ARE IMPACTS OF THOSE DECISIONS:

1. CVWD discontinued drought penalties April 1.

2. CVWD’s conservation rebate program was increased by $1 million, making the total investment $14.35 million for this fiscal year. The District will continue to offer turf conversion rebates at $3 per square foot.

3. A state ban on watering ornamental grass on commercial, industrial and institutional sites, including HOAs, remains in place. It does not include areas used for recreation or civic community events or turf areas with grass.

CVWD ENFORCES THE MANDATORY WATER RESTRICTIONS IN LEVEL 1 OF THE WATER SHORTAGE CONTINGENCY PLAN. THEY INCLUDE:

1. A ban on watering landscape during or within 48 hours after measurable rainfall.

2. Repair broken sprinklers within 24 hours of notification.

3. Fix or adjust irrigation systems that cause water runoff.

4. Use a hose with a shut-off nozzle when washing vehicles, windows or solar panels.

5. Do not hose down hard surfaces, including driveways, sidewalks and asphalt.

6. Do not use drinking water in a fountain or other decorative water feature unless the water is part of a recirculating system. While the wet winter has eased the state’s drought, water efficiency remains critical for all Californians. Water-saving tips, drought updates, and rebate information are available at cvwd.org/conservation.

Now You Have a Choice!

Is There a Future-Proof Option for Community Connectivity Services?

By William Brady

When it comes to your community’s connectivity services, the two leading options for delivering internet, TV, home automation, security, phone, and other internet-dependent services are fiber optics and coaxial cable, often just called fiber or coax. Knowing the key differences is critical for making the most informed decision when replacing or upgrading your HOA’s telecommunications infrastructure.

Coaxial cable and fiber optics can both offer bulk savings for residents as an alternative to the ever-increasing retail pricing and fees of individual internet and TV service packages.

Coax was invented in 1880 and adopted in the 1940s to deliver information and entertainment to U.S. homes, forming today’s national coax networks. In the 1970s, a telecom company deployed a fiber optic system that carried the world's first live telephone traffic. By 2004, fiber optic lines carried more than 80 percent of the world's data and long-distance traffic.

• Fiber-opticlines are made of glass or plastic and use light pulses to transmit internet data, TV, and phone signals. In October 2022, Danish tech researchers transmitted a record 1.84 petabits of data per second across a 7.9km fiber-optic cable – enough bandwidth to download 230 million photos, and more traffic than travels through the entire internet’s backbone network per second.1

• Coax cable is a shielded copper cable that transmits internet, TV, and home phone using radio frequency (RF). Until recently, coax had been the primary choice for large cable operators and internet providers for decades.

An advantage of coax networks is they are often already in place throughout a community. However, this can also mean the cable has been in the ground and affected by nature’s forces for years or decades. The fiber infrastructure has an estimated lifespan of 100 years compared to 20 years for coax.

Among key advantages of fiber are its extraordinary bandwidth capacity, excellent signal strength over long distances, and resistance to harsh environments, severe weather, heat, rain and moisture, and electromagnetic interference, including lightning. Coax uses radio frequency to carry data and TV signals, and can suffer signal loss over distance, short circuit when wet, is susceptible to electromagnetic interference, and can suffer damage and service disruptions from lightning strikes and severe weather.

Another fiber advantage is its ability to deliver “symmetrical” speeds. This means that internet upload and download speeds are the same. Abundant upload speeds have become more important than ever with the explosion of working and learning from home, as well as telehealth visits over video connections. Coax cable only delivers “asymmetrical” speeds, typically presenting faster download speeds while delivering slower upload speeds.

The construction of a fiber network involves ample and collaborative coordination between the provider and the community but is simpler and cleaner than some may think when considering such a project. Underground directional boring is used to cross streets and sidewalks, minimizing lifestyle

a chip-scale microcomb

https://doi.org/10.1038/s41566-022-01082-z

1Jørgensen, A.A., Kong, D., Henriksen, M.R. et al. Petabit-per-second data transmission using

ring resonator source. Nat. Photon. 16, 798–802 (2022).

disruptions, and protecting landscape. Precise hand trenching, followed by restoration and cleanup, is a preferred industry methodology.

Through advanced set-top box hardware, fiber-optic infrastructure can provide communities with the ability to communicate important messaging with residents directly onto their television screens through a robust, digitally interactive, customized community channel. Fiber infrastructure can also provide a community with integrated and private connectivity for perimeter security and property access control.

With the growing number of mobile and in-home devices, like tablets, cell phones, and computers, connecting to the internet, it is important for community boards to have a strategy for making their communities future-proof. Today, the increased use of internet connected devices like security cameras, thermostats, leak-detection, door locks, and other health automation and monitoring devices, make telecommunications infrastructure a critical component for long-term planning. These increasing needs will require increased dedicated bandwidth for each home.

Traditional coax cable networks employ a shared service model, which means residents must share a set amount of bandwidth across the entire community. This makes network slowdowns, and buffering of streamed programming, like Netflix, a common occurrence during peak hours. Fiber-to-the-Home (FTTH) infrastructure guarantees dedicated bandwidth for every residence without the need for sharing.

It is important to weigh all the factors and consider the specific needs of your community when deciding on a network and provider. If the key question to answer is whether your current network is ready for today and the future, one thing should be clear: fiber to your home is the future – and the future is now.

William Brady is a Business Development Executive with Hotwire Communications.

William can be reached at (510) 258-9976 or by email at William.brady@ hotwirecommunication.com. More information is available at www.gethotwired.com .

"Today, the increased use of internet connected devices like security cameras, thermostats, leak-detection, door locks, and other health automation and monitoring devices, make telecommunications infrastructure a critical component for long-term planning."

MASTER YOUR CAI BUSINESS PARTNER MEMBERSHIP

Business Partner Toolkit

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

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

• NEW Resources: Featuring best practices and strategies for networking, presentations, and attracting new clients.

• Business Partner Essentials: Showcase your skills. CAI business partner designations that make our professionals stand out.

Find the Right Event for You:

CAI chapter and headquarters events are the best way to make valuable connections that drive business success.

M-340

23 & 24, 2023

MANAGING THE LARGE-SCALE ASSOCIATION

THANK YOU TO OUR

SPONSORS

TITLE SPONSOR

THURSDAY BREAKFAST SPONSOR

BEHR Paint

FRIDAY BREAKFAST SPONSOR

CIT Bank

THURSDAY LUNCH SPONSORS

Diversified Asphalt Products, Inc.

EmpireWorks Reconstruction

FRIDAY LUNCH SPONSORS

EmpireWorks Reconstruction

The Inspectors of Election, LLC

BUS TOUR SPONSORS

Mariposa Landscapes, Inc.

Vantage Point Construction

SIGN SPONSOR

Signarama

HOSTED BY CAI-CV & SUN CITY PALM DESERT

M-340 Large-Scale Management Class –Community Associations

By Jennifer Zeivel, CMCA, AMS, PCAM

CAI’s Large-Scale Management Course was held on March 25th and 26th at Sun City Palm Desert. The instructors were CAI National faculty members, Sandra Denton, CMCA, LSM, PCAM and Michele Brethower, PCAM. Sandra is General Manager, Sienna Associations in Missouri City, Texas, and Michele is Executive Director of the DC Ranch Association in Scottsdale, Arizona. The property host was Clint Atherton, PCAM, LSM, General Manager of Sun City Palm Desert. There were 45 managers from across the country in attendance.

The course covered all aspects of managing large-scale associations. CAI defines a large-scale association as having

Institute

all the following characteristics: 1) provides municipal services, 2) has over 1000 lots, units, or acres and, 3) has an operating budget of $2,000,000 or more. The course was broken into five modules over two full days:

Module 1 Governance – The focus was on governance structure. Models of governance such as John Carver’s Policy Governance or a modified policy governance model were reviewed. Understanding the role of the board of directors and committees in a large-scale association, the importance of the organizational chart, and covenant enforcement.

HOSTED BY CAI-CV AT SUN CITY PALM DESERT MARCH

Module 2 Business Operations – Topics covered were human resources considerations in a large-scale community, asset and financial management, risk management, and technology management.

Module 3 Quality of Life – We reviewed the importance of managing resident expectations, customer service, and lifestyle programming.

Module 4 Community and Government Relations

– This module identified ways to communicate with residents in a large-scale community association and the pros and cons of each method. We discussed the various ways a large-scale association can engage in government relations at the local, state, and federal levels. Identifying methods for large-scale associations to partner with local governments, neighboring associations, and commercial properties.

Module 5 Strategic Planning – We reviewed the purpose of a vision, mission statement, and values for a large-scale association, and discussed the benefits of strategic planning and the elements of a successful strategic plan. The module emphasized the importance of long-term planning. The recommendation was to hire a professional to conduct a full plan every 3-5 years. We also discussed executing and analyzing the plan, and how to use the annual plan as a budget planning tool for operations.

Sun City Operations – In addition to the classroom modules, we were given a tour of and a presentation on the overall operational structure at Sun City. We toured the agronomy and landscaping departments, the restaurants, activity areas and library. Clint Atherton, General Manager, shared his knowledge and challenges he has faced at Sun City. Clint was an excellent host.

CAI-CV held an Educational Lunch Program and Mini Trade Show on Friday at Sun City, on the topic of emergency preparedness, which our class participated in. Following the luncheon, Sun City’s emergency preparedness team offered tours of their planning facility.

The M-340 is the first class a manager takes in the process of obtaining their Large-Scale Management (LSM) designation through CAI. Candidates must also have their PCAM.

Jennifer Zeivel is the Community Manager for The Springs in Rancho Mirage. Jennifer can be reached at (760) 328-2131, Ext. 204 or by email at jzeivel@thespringsrm.com.

WELCOME ABOARD

Submitted by Ashley Layton, PCAM, AMS, CMCA

Welcome aboard, William Leys and William Leys Waterproofing Consultants, LLC! William Leys Waterproofing Consultants was founded in September of 2020, to assist HOAs with waterproofing issues and with affordable consulting services. They have since expanded into performing SB-326 balcony inspections, partnering with a licensed structural engineer who provides a signed and stamped inspection report.

William Leys has been inspecting decks for HOAs since 2007; he was a deck waterproofing contractor at that time and gave a presentation in Palm Desert to the Association of Professional Reserve Advisors (APRA) at their annual symposium on reserving money for deck coating replacement and maintenance. William told us, “One attendee asked if I did inspections and I said, ‘yes, I do,’ and since then I’ve inspected hundreds of decks for clients all over California.”

William continues, “I differ from most of my peers because I served as an HOA manager (Manderly Property Services, now The Management Trust) for three years. I understand HOAs, and, as a former contractor, I understand waterproofing issues. Today, I only provide inspections; I am the only employee and I’m the one who answers the phone and answers to you, our client. I do not bid for any repair work which I believe is a conflict of interest. My goal in joining CAI’s Coachella Valley Chapter is to bring knowledge and high standards to local HOAs, working only in the association’s best interests.”

When asked to share a little about his personal life, William told us, “I am active as a hockey player and fan so I’m looking forward to catching some Firebirds games! In my off time, my wife and I garden, with a focus on pollinator plants for the landscaping. We love taking trips throughout the West and spend time with our four crazy cats and one lucky dog (all rescues!). I grew up in Rhode Island, which is neither a road nor an island (SNL fans will get it) and lived there for 38 years before moving to San Luis Obispo where we have lived for the last 24 years.”

William Leys Waterproofing Consultants, LLC is located in San Luis Obispo, and you can visit their website at: www. SB326Inspector.com. William Leys can be reached at (805) 801-2380 or LeysWaterproofingConsultants@gmail.com.

Ashley Layton, PCAM, AMS, CMCA is Vice President of Premier Community Association Management. She can be reached at 760 345 2449 or email her at ALayton@brcpcam.com. www.brcpcam.com

CAI-CV Membership Drive

Sponsored by Prendiville Insurance Agency

Start recruiting and win cash prizes from CAI-CV and CAI National! Once again, Prendiville Insurance Agency is the title sponsor of the CAI-CV Membership Drive. You can win a $1,000 GRAND PRIZE Travel Voucher to go anywhere you want or turn it in for cash. The $1,000 prize will go to the member who brings in the most recruits during the year. The grand prize will be awarded at the Awards Ceremony on Friday, January 26, 2024.

Additionally, each month, the Chapter will hold a random drawing of all recruiters. The winner will receive a $50 Visa gift card, and they will receive a $25 gift card for their new member. Each month, recruiters will also be enrolled in CAI National’s membership drive where they will be eligible for an additional $100 or $200 prize based on the number of their recruits. They will also be eligible for CAI National’s coveted Recruiter of the Year Award.

This year, if we bring in 50 new members, CAI National will give the Chapter a $20,000 grant!

USE THESE LINKS TO ASSIST YOU WITH YOUR RECRUITING!

$295 for 15 Memberships: CLICK HERE • All Board Members

• All Committee Chairs/Co-Chairs • Key Committee Members

• Potential Board Members

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

49950 Jefferson Street, Suite 130-117 Indio, CA 92201

CAI-CV UPCOMING EVENTS –

SCAN QR OR CLICK TO SIGN UP

MAY

CAI-CV AND DCHC BOARD MEMBER WORKSHOP (BMW)

(For board members)

WHEN: Tuesday, May 2, 2023, 10:00 a.m.

WHERE: Via Zoom

TOPIC: Rules & Regulations

FREE RSVP:

SPONSORSHIPS:

CAI-CV ANNUAL SPRING GOLF TOURNAMENT – CINCO DE MAYO

(For all members)

WHEN: Friday, May 5, 2023, 7:30 a.m. Start

WHERE: Sun City Palm Desert, Santa Rosa Course

FREE TO MANAGERS: REGISTER: SPONSORSHIPS:

JUNE

CAI NATIONAL CONFERENCE

(For all members)

WHEN: Wednesday – Saturday, May 17-20, 2023

WHERE: Hilton Anatole, Dallas, Texas

MORE INFO: REGISTER:

CAI-CV MANAGER ON THE RUN (MOTR)

(For managers and assistant managers)

WHEN: Thursday, May 25, 2023, 8:30 a.m.

WHERE: Via Zoom

TOPIC: Governing Documents

COST: $10 | REGISTER: SPONSORSHIPS:

CAI-CV AND DCHC BOARD MEMBER WORKSHOP (BMW)

(For board members)

WHEN: Tuesday, June 6, 2023, 10:00 a.m.

WHERE: Via Zoom

TOPIC: Utilities for HOAs

FREE RSVP: SPONSORSHIPS:

CAI-CV COMEDY NIGHT

(For all members)

WHEN: Friday, June 9, 2023, 5:30 p.m.

WHERE: Sun City Palm Desert

FREE RSVP: SPONSORSHIPS:

CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

(For All Members)

TOPIC: Association Finances & Reserves

WHEN: Friday, May 12, 2023, 11:15 a.m.

WHERE: Sun City Palm Desert

REGISTER: SPONSORSHIPS:

CAI-CV’S EDUCATIONAL BREAKFAST PROGRAM & MINI TRADE SHOW (For all members)

WHEN: Friday, June 16, 2023, 8:30 a.m.

WHERE: Sun City Palm Desert

TOPIC: HOA Horror Stories

FREE RSVP:

SPONSORSHIPS: WATCH

2023 Marketing Plan