David Studebaker (host):
Dry Bar Comedy, Sirius XM
Frank Lucero:
Latin Kings of Comedy
Norwegian Cruise Line
James Connolly:
Netflix, America’s Got Talent
SPONSORSHIPS AVAILABLE
ALLIED TRUSTEE SERVICES
Mr. Stefan Murphy (916) 960-5363 smurphy@alliedtrustee.com
URBAN HABITAT ENVIRONMENTAL LANDSCAPE
Mr. Brett Brennan (760) 345-1101 Mike@MyUrbanHabitat.com
ASSOCIATION RESERVES- CA/INLAND EMPIRE
Mr. Kevin Michael Leonard, RS (909) 906-1025 kleonard@reservestudy.com
BARCODE AUTOMATION, INC.
Mr. Ryan Waxberg (407) 327-2177 ryan@barcode-automation.com
BIG SKY GATE KEEPER
Mr. Patrick R. Ross (760) 346-9090 bigskygatekeeper1@verizon.net
KIRKPATRICK LANDSCAPING SERVICES
Mr. Steven J. Kirkpatrick (760) 347-6926 stevekls@msn.com
OWENS, MOSKOWITZ AND ASSOCIATES, INC.
Mr. John Kraul (949) 851-5020 (12) john@raocpa.com
PATIO GUYS
Mr. Henry Meza (714) 241-1200 commercial@patioguys.com
SWEDELSONGOTTLIEB
Ms. Sandra L. Gottlieb, Esq. CCAL (310) 207-2207 (202) slg@sghoalaw.com
ALBERT MANAGEMENT CORPORATION
Ms. Lori Albert, CAMEx, CCAM CEO & President (760) 346-9000 lori@albertmgt.com
HOA ORGANIZERS
Ms. Joy Zucker (818) 778-3331 joyzucker@hoaorganizers.com
Mrs. Shauna A Gatlin, CMCA (661) 478-1688 shauna@hoaorganizers.com
Mr. Matt Meadors, CMCA, AMS, PCAM (925) 360-5575 matt@hoaorganizers.com
Mr. Jonathan Wolkowicz, CMCA, AMS (442) 282-0347 wolkowicz.j@gmail.com
ALBERT MANAGEMENT CORPORATION
Mrs. Jeri Mupo, CMCA, AMS, PCAM (760) 772-7234 gm@irhoa.com
Mr. David M. Scott, AMS, PCAM (760) 774-0071 davescott@att.net
AVAIL PROPERTY MANAGEMENT
Miss Michell Santiago (760) 771-9546 michell@availhoa.com
DESERT BRAEMAR, INC.
Mr. Phillip Rile (760) 328-2753 philliprile@gmail.com
DESERT RESORT MANAGEMENT
Ms. Jamie Leigh Circle (760) 777-8807 (2) jcircle@drminternet.com
Mr. Mark Dodge, CMCA, AMS (760) 346-1161 mdodge@drminternet.com
Mrs. Jayme Fakehany, CMCA, AMS (760) 808-0821 jfakehany@drminternet.com
Mrs. Vanessa Landrum (714) 856-2733 vlandrum@drminternet.com
Mr. John Walters, CMCA, AMS (818) 486-2463 jwalters@drminternet.com
HERITAGE PALMS HOA/CC
Mr. Dennis Elam, CMCA (760) 772-5755 delam@heritagepalms.org
THE MANAGEMENT TRUST, DESERT REGION
Mrs. Kari Lynn Martin, CMCA (760) 777-1009 kari.martin@managementtrust.com
THE VINTAGE GROUP
Mrs. Jaime Mann (760) 534-1498 jaimemann1031@gmail.com
TITAN REAL ESTATE GROUP
Mr. Robert Coleman, CMCA, AMS (909) 795-4085 robert@retitan.com
WEST COAST COMMUNITY MANAGEMENT
Ms. Jamie Lea Hansen (760) 766-7700 jhansen@wccmanagement.com
WHITESTAR MANAGEMENT
Mrs. Elizabeth Weber, CMCA, AMS (760) 969-9371 liz@whitestarmgmt.com
NEW HOMEOWNER LEADERS
BANNING ESTATES HOMEOWNERS ASSOCIATION
Ms. Carole Knox
EL DORADO PALMS ESTATES
Mr. Gene Brake
Mr. Billy Schmitz
HOA OFFICE, INC.
Mr. Elbert Jones Jarvis, II, CMCA, AMS
ST. AUGUSTINE OWNERS ASSOCIATION
Mr. Jack Woods
SUNRISE RACQUET CLUB OWNERS ASSOCIATION
Ms. Susan Gathings
Mr. Gary Hagney
RENEWING HOMEOWNER LEADERS
Ms. Susan Wells
Ms. Natalie W. Woodard
CORONADO GARDENS HOMEOWNERS ASSOCIATION
Ms. Carolyn Barry
Mr. Michael Barry
Mr. Richard Davis
Mr. Bill Emery
Ms. Kay Gates
Ms. Jean Padilla
DUNES PROPERTIES HOA
Ms. Kimberly A. McKinney
MIRA VISTA AT MISSION HILLS
Mr. Jim Bradfield
Ms. Phyllis Cooper
Ms. Kay Everley
Ms. Rosalyn Goldstein
Ms. Carol Levine
Mr. Ron Novak
Mr. Don Palmer
Mr. Guido Portante
Ms. Marcia Ruthledge
Ms. Paul Sepulveda
Mr. Michael Laurence Traidman
Ms. Carol TrentaCosta
Mr. Jim Wegge
SUNRISE RACQUET CLUB OWNERS ASSOCIATION
Mr. Leslie Wheeler
THE SPRINGS COMMUNITY ASSOCIATION
Mr. John Folsom
Mr. Ken Friednash
Mr. Peter Samuels
MEAGHAN GAFFNEY-HOWE, CMCA, AMS CHAIR The
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
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.
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
CHAPTER BOARD OF DIRECTORS
PRESIDENT
JULIE BALBINI, ESQ.
Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC
PRESIDENT-ELECT
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.
44
Congratulations to all our association members and managers for completing another season in the Valley. I hope June will bring you time to relax, as summer gets underway.
CAI-CV is starting off the month with its annual strategic planning session, on June 1. Our leadership team, including the Chapter’s board, committee chairs and co-chairs, and delegates to the California Legislative Action Committee (CLAC), will gather to review the last few years of Chapter accomplishments and forge a new five-year plan. We will also be looking at short-term changes that are needed to help the Chapter thrive. Many of you participated in the Chapter’s annual strategic planning membership survey. Thank you for your input. Generally speaking, most of you feel that CAI-CV is headed in the right direction. Membership continues to grow, and we continue to be recognized nationally, as a leading chapter for our innovative programs.
With that in mind, I want to congratulate our AWARD-WINNING HOA LIVING MAGAZINE Committee again for winning another CAI National Achievement Award, at the CAI national conference a couple weeks ago, in Dallas. This is a well-deserved recognition!
In June, we have some fantastic programs for you.
On June 6, the Education Committee is planning a very interesting Board Member Workshop/Desert Cities HOA Council (BMW/DCHC) program about controlling utility budgets. The guest speakers include Deborah McGarrey (SoCalGas), Jeff Monfort (Southern California Edison), and Stephen Shuey, PCAM (CAI National faculty). This is a rare opportunity for our members to talk directly with utility executives
about rising costs. This program is being offered for free, via Zoom. See page 48 to register.
On Friday, June 9, the Professional Managers Committee will host their second annual Comedy Night, at Sun City Palm Desert, to raise funds for CAI-CV’s Carol Fulton Scholarship Fund. The night will be hosted by David Studebaker, from Dry Bar Comedy on Sirius XM. Also performing will be Frank Lucero from the Latin Kings of Comedy, and James Connolly from America’s Got Talent. The program starts at 5:30 p.m. at Sun City Palm Desert. See page 2 to register.
On Friday, June 16, the Programs Committee is planning another BREAKFAST Educational Program & Mini Trade Show, entitled “Litigation Horror Stories.” The program will begin at 8:30 a.m. at Sun City Palm Desert, with guest speakers Sandra Gottlieb, Esq., CCAL (SwedelsonGottlieb) and William Budd, Esq. (Epsten, APC).
Please also save the date on your calendars for the upcoming Annual Bowling Tournament, featuring Cosmic Bowling, on Friday, July 14, at Palm Springs Lanes. Come get your glow on! See page 16 for more information.
Please join me in thanking the CAI-CV Golf Committee for another outstanding Spring Golf Tournament. This year’s Cinco de Mayo-themed tournament fittingly took place on Friday, May 5, at Sun City Palm Desert. Special thanks to Committee Chair, Rhonda Drews, PCAM (Premier Community Association Management), and Co-Chairs, Julie Mogolis, CMCA, AMS (Associa Desert Resort Management), and Greg Morrow (Eagle Roofing Products), and board liaison, Jolen Zeroski, CMCA (First Citizens Bank), and the rest of the Golf
Committee, for your hard work. And special thanks to Clint Atherton, PCAM, LSM, General Manager (Sun City Palm Desert) and his staff for their hard work, and the use of their beautiful course and other facilities. See page 40 for photos.
On May 12, the Programs Committee had a fantastic program on the topic of “Association Finance & Reserves,” with guest speakers Kevin Leonard, RS, President of Association Reserves, and Jolen Zeroski, CMCA, Vice President of First Citizens Bank. See page 24 for photos and a list of the trade show and program sponsors.
Our thanks to guest speakers Emily Long, Esq. (Epsten, APC), and Holly Smith, PCAM (Associa Desert Resort Management) for an outstanding Board Member Workshop/Desert Cities HOA Council (BMW/DCHC) class, on the topic of “Rules & Regulations,” that took place on May 2. This program was recorded and is available online, at www.cai-cv.org, under Resources.
Thanks to the Education Committee for their Manager on the Run (MOTR) class about governing documents, on May 25. Thanks to guest speakers, Jillian Wright, Esq. (Epsten, APC) and Kieran Purcell, Esq. (Epsten, APC). We appreciate your time and efforts to keep our members informed.
I hope you all have a safe and prosperous June. Remember that CAI-CV is a supportive community of more than 1,400 members and affiliates. Our volunteers are here to help you with best-practice education, networking, and to give you the tools you’ll need to elevate your work in support of Coachella Valley HOAs!
It is easy for those of us who work with or live in HOAs to forget that many new buyers have never experienced living in an HOA and may be surprised to learn that there are rules to follow. Community association living means agreeing to a community’s guidelines for living in the neighborhood. Buyers sign a statement stating that they have read and understand the governing documents. Sadly, few read them in detail.
As a longtime manager, I have seen many instances when a new owner moves in and immediately decides to change out the landscaping and repaint the outside of the house without considering the existing guidelines and rules. This leads to the board and neighbors getting upset, efforts to stop the work, hearings, and possible legal action. Wow, that’s not a good way to welcome a new neighbor. Here in the desert, many new residents have motor homes, and if they haven’t been informed properly, you may find them disregarding the HOA rules about parking, leading to frustrated neighbors, and board involvement.
Fortunately, situations like these are easy to prevent. Education is the key.
Consider forming a “Welcome Committee” to introduce new owners to the community. It creates inclusion and prevents inadvertent mistakes made by the new owner. Such a committee could even have a small “welcome to the neighborhood” gift and offer to explain community expectations and governing documents. For those communities that have social activities, introducing the various activities and events would be a good opening to the conversation. Make sure to let the new neighbor know who to call, probably the manager, if they have questions before starting projects.
The worst thing for a new owner is to receive a “friendly reminder” letter (aka: violation notice) as the first communication from the community leadership. It creates a bad image of the community. Even the softest language in a friendly reminder makes the average owner feel like they are being picked on.
The board of directors can be proactive and ask the committee to warmly welcome new neighbors. The committee would make a connection with management or the escrow coordinator to learn how to contact the new buyer and
could make an introductory phone call or email to set up a meeting, even before the move-in date. This could also be a great way to introduce service providers (CAI Business Partners) who work in the community. The new neighbors will start out on the right track and feel good about their neighbors before they even move in.
Steven Shuey is a retired community association consultant from Personalized Property Management in the Coachella Valley. Steven serves on the Education Committee, serves on the chapter Strategic Planning Committee as a past board member, and maintains his designation as a Professional Community Association Manager (PCAM). He also serves on the National Faculty of CAI and is a past board member of the APCM. He may be contacted at IslandMgr@aol.com.
"EVEN THE SOFTEST LANGUAGE IN A FRIENDLY REMINDER MAKES THE AVERAGE OWNER FEEL LIKE THEY ARE BEING PICKED ON."
Homeowner Associations play a vital role in safeguarding and enhancing the living experience of residents within their communities. As part of their responsibilities, HOAs often engage security officer service providers to ensure the safety of their residents. When entering into legal agreements with your security provider, it is vital to work with your HOA’s legal counsel to understand and navigate several key terms and conditions. In this article, we will explore important aspects to consider during the contract negotiation process.
One of the most critical aspects to address in a contract with your security services provider is insurance coverage. The contract should clearly specify the types and amounts of insurance the security provider must maintain, including general liability, workers' compensation, automobile, and professional liability insurance. HOAs should also ensure that they are named as an additional insured on the provider's policies to protect themselves from potential liability.
Liability limitations are essential for both parties involved. The contract should clearly define the extent to which the security services provider will be held liable for any damages or losses incurred while performing their duties. HOAs must carefully review and negotiate these provisions to protect their interests and minimize potential liabilities.
Carefully consider the terms and conditions for canceling or terminating the contract with your security services provider. This includes specifying the notice period required for termination, any associated penalties or fees, and provisions for early termination in case of unsatisfactory performance or breach of contract.
The contract should outline in detail the specific services your security provider will offer. This includes the number of security personnel, patrol schedules, access control measures, emergency response protocols, training requirements, and any additional services requested by the HOA. Clearly defining the scope of work helps to ensure that both parties have a mutual understanding of service and performance expectations.
The contract should specify the length of the agreement, whether it is a fixed-term contract or an ongoing arrangement with periodic (typically annual) renewals. Negotiating a reasonable term is crucial to allow the HOA flexibility and the ability to reassess their needs and evaluate the provider's performance.
With the increasing importance of data security, cyber security, and privacy, it is critical for HOAs to address data policies within the contract. This includes outlining how the security services provider will handle and protect sensitive information, ensuring compliance with relevant data protection laws and regulations. This may also include the data that is collected using gatehouse visitor management solutions.
Clearly defining service costs and payment terms is essential to avoid any disputes or misunderstandings. The contract should specify the pricing structure, payment schedules, accepted methods of payment, and any penalties for late payments or non-payment. It is advisable to include provisions for periodic reviews and adjustments to the pricing to account for inflation or changes in service requirements.
Post orders define the specific instructions and protocols that security officers must follow while on duty. These orders should be documented within the contract to ensure a clear understanding of expectations. Additionally, if the security provider is responsible for providing equipment such as vehicles, uniforms, flashlights, two-way radios, surveillance cameras or alarm systems, the contract should outline any associated costs, maintenance responsibilities, and warranties in detail.
A solid and mutually agreed upon contract between your homeowner association and a security services provider is vital for ensuring a safe and secure community environment. By paying attention to important terms and conditions, the partnership will begin with clear and concise communication and performance expectations.
Christopher Bair is the Business Development Manager at Securitas Security Services in Palm Desert. He can be reached at: (760) 779-0728 or by email at Christopher.Bair@Securitasinc.com.
Ifind it disappointing that reporting and talk shows have taken low ground on various topics over the past decade, but more recently, last month, by John Oliver in his segment on homeowners’ associations. Many of his comments were derogatory and simply untrue, and while he is a comedian, his show has become the “real” news for many.
At the beginning of his segment, Oliver talks about the unaffordability of HOAs. Speaking from experience, purchasing my first home in a condominium afforded me the opportunity to live the American dream of owning a home. It was more affordable, and the HOA fees were less than what it would have cost for utilities and long-term upkeep.
There are over 350,000 homeowner associations in the United States, 55,000 in California. Collectively, this represents over 40 million households (over 53% of the owner-occupied households in America). Approximately 26% of the US population lives in HOA communities. We also represent millions of volunteers that serve on homeowner association boards and committees.
Unfortunately, as with most media reporting that is based on ratings and use a few discontent owners, to label all HOA’s “as a sneakily common force in daily life”, it’s really not sneaky since all the homeowners are fully aware they are purchasing in an HOA and are furnished the Rules and Regulations. Nor are we “widely loathed” based on independent surveys of homeowners’ living in association, nor do we wield “surprising power” to “wreak havoc in people’s lives.”
A recent biennial, nationwide survey conducted by Zogby Analytics on behalf of the Foundation for Community Association Research, provides a better understanding of condominium and homeowners associations. In the 2022 Homeowner Satisfaction Survey homeowners report the following about their community association living experience:
• 89% rate their overall experience as very good or good (66%) or neutral (23%).
• 87% say members of their elected governing board “absolutely” or “for the most part” serve in the best interests of their community.
• 76% say their community manager provides value and support to residents and their association.
• 89% say their association’s rules protect and enhance property values (68%) or have a neutral effect (21%); only 7% say the rules harm property values.
That’s not to say that all HOA boards are led by knowledgeable people with the ethics to manage keeping their focus on the interest and actions to benefit the other homeowners, but we experience the same ethics and decisions from our politically elected officials in our local, State and federal governments. Everyone talks the good talk but some can’t walk the talk once elected. The difference being, it’s easier to remove bad board members from an HOA than removing a politically elected official.
With regards to HOA rules, Mr. Oliver should remember that our society is based on rules and regulations at all levels to avoid disorderly and or harmful conduct and to keep things operating smoothly. Are there consequences for breaking the rules, yes, and there should be. Living in an
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)
HOA helps manage the neighborhood we live in and protects the value of our property. When was the last time you lived in a neighborhood without an HOA and your neighbor’s house was called the “trash house” because of poor taste, overgrown vegetation, delipidated structure, and just plain junk in the yard that can’t be controlled by the city?
I don’t necessarily like all the rules in life, but we all have choices and voices with our elected officials and the same goes for HOAs. Oh, did I mention that EVERY homeowner also has a choice when purchasing a home--you don’t like rules, don’t purchase in an HOA. Pretty simple if you ask me.
Many states have legislation governing HOAs and unlike what we heard in the broadcast, HOAs aren’t here to find the worst possible outcome for homeowners, but to work with homeowners in tough situations. They do take payment plans to help residents catch up when they’re behind on assessments. Additionally, there are organizations like CAI and their 63 chapters internationally that provide training and resources to help guide association leaders to be successful.
I encourage HOA leaders and residents to speak up when they hear pundits bash our industry. I sent the content of this article to the Desert Sun (published in Opinion, Saturday, 5/28/23 and on MSN). If we all work together to run best practice HOAs, and speak out when the media unjustly characterizes us, the laughs will be about the foolish reporting instead of our industry.
David Scott is the President of Ranch Club Palm Estates in Palm Springs. He has served on three HOA boards in various positions for 18 years. He also serves as Chair of CAI-CV’s Homeowners Leader Committee. David can be reached by email at dscot2763@aol.com.
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: Contact admin@cai-cv.org if you have questions, call the office at (760) 341-0559.
"IF WE ALL WORK TOGETHER TO RUN BEST PRACTICE HOAS, AND SPEAK OUT WHEN THE MEDIA UNJUSTLY CHARACTERIZES US, THE LAUGHS WILL BE ABOUT THE FOOLISH REPORTING INSTEAD OF OUR INDUSTRY."
SPONSOR
For over 18 years, Signarama has been proud to serve as an active Platinum and Titanium Corporate Sponsor of CAI-CV. We have both business and personal relationships with many CAI-CV members and count these as some of our most valued.
As part of the largest sign company in the world, we are still locally owned and locally focused. From our Palm Desert facility, we manufacture over 90% of the sign products we offer which allows us to control much of the process and ensure quality workmanship and timely installations.
Community association managers and association boards have come to rely on Signarama for many sign products that require knowledge of municipal regulations for pool signs, parking signs, property signs and more. We also manufacture and install entry monuments, street signs, vehicle graphics, electrical and exterior signage for businesses of all kinds. And, our sign services are available and welcome for projects, large or small.
Every day we hear daunting economic news… prices are rising in almost every area. While politicians argue about whether to call it “inflation,” there is no doubt that rising costs are hitting HOA budgets at all levels.
Many HOAs have been through hard times before and, painful as we remember it, everyone survived. Some learned a lesson and took action to plan for unexpected cost increases in the future and others focused on keeping assessments low.
One of the most noticeable factors this year has been the spike in natural gas costs that happened in January. Gas prices for most tripled, a greater increase than anything we have seen in the past. The cost-per-therm went from under a dollar to well over three dollars in less than three months! Unless you had a crystal ball, you didn’t see it coming. It was certainly a surprise for me.
Because HOAs set their budgets well in advance - a month or two before the end of the current fiscal year - they often choose to suffer through surprise increases, rather than call for a special assessment or have a mid-year increase. Most non-HOA businesses just raise their prices when costs go up. We see it at the gas pump, we see it in the grocery stores and at restaurants. Should HOAs start thinking about raising assessments when prices go up? Perhaps.
Some associations are paying for increased costs by “robbing Peter to pay Paul” year after year. They regularly use reserve funds to pay operating expenses!
While this can be a short-term solution for some, it does not address the fundamental problem of spending more than you are taking in.
HOA directors in California have a fiduciary duty to prepare a budget that will meet expenses – short-term and long-term. Those who don’t are failing their homeowner members.
I know raising assessments is not popular, but it is time for HOA boards to be honest with their residents and budget for and then adjust assessments accordingly. Boards, if you haven’t already done so, start communicating with residents about increasing costs immediately. They need to know what costs are going up and why the association needs to increase assessments.
It is the responsibility of HOA directors to preserve and enhance the values of homes in the community. Directors have a responsibility to put the community’s interests above their own – and above a few disgruntled residents who may complain.
I hope all our HOA board members and managers will attend our Board Member Workshop on utility cost increases, on Tuesday, June 6th via
Zoom. The workshop is free. You can register here by clicking on or scanning the QR code on page 48.
Budgeting on the high-end with proper anticipation of increases is far better than merely hoping costs will not go up. A small increase each year is better than a large increase any time. Start preparing for next year’s budget now and look closely at the monthly financial reports (as the civil code requires) and stay alert to the cost of providing adequate and desired services for your community. In the long run, you’ll be glad you did.
Steven Shuey is a retired community association consultant from Personalized Property Management in the Coachella Valley. Steven serves on the Education Committee, serves on the chapter Strategic Planning Committee as a past board member, and maintains his designation as a Professional Community Association Manager (PCAM). He also serves on the National Faculty of CAI and is a past board member of the APCM. He may be contacted at IslandMgr@aol.com.
This article is part of a series featuring CAI-CV Board members and committee chairs. This month, we are featuring Jolen Zeroski, CMCA, who serves as a Director on the Chapter Board. Jolen is a Vice President and Regional Account Executive for First Citizens Bank. Jolen has been in the banking industry for 39 years. Starting out filing accounts payable at a small community bank in 1984, Jolen has worn many hats in the banking industry, ultimately finding her home in HOA banking in 1999. In her current role, Jolen is a trusted financial advisor for management companies and large-scale community associations. She works with clients to efficiently collect assessment payments and assist in keeping client funds safe. She also works with associations that may need funding for a project to improve their communities.
A single mom, Jolen raised her two children, Aaron (33) and Amie (27) on her own. She is proud of her kids. Some of you have met Amie, who has worked in the HOA industry and as a consultant for CAI-CV. Jolen’s family also includes a beloved cat named Bolt. Jolen enjoys the outdoors, especially hiking and golfing. She is also on a Vegas sweeps bowling league and is a member of the Orange County (OC) Wine Society, volunteering at the OC Fair serving wines entering the Fair competition. Jolen is blessed
with “a fabulous group of friends that are very close” and “get together often for weekend getaways.”
A self-described “big softie,” Jolen says she learned early on in her career that she is not a good supervisor or manager of people. However, she has a keen understanding of how to assess and solve banking issues for her clients. She is in fact motivated and passionate about being involved when there is a need. A pet peeve of Jolen is “people who do not respect other people and property.” When asked what makes her unique, she says, “I am 100% available
for my clients, even after work hours.”
Jolen joined CAI-CV to engage with HOA industry members, as well as to become a trusted advisor to all the management companies and associations served by the Chapter. While there is always room for improvement, Jolen believes that the Chapter does a great job here in the Coachella Valley; it is a leader in HOA manager and board member education. Her goal during her tenure on the CAI-CV Board of Directors is to assist in getting the membership back to in-person events and engaging more. She says, “It will be a challenge but it’s what we need to do.”
When asked if she has a message for HOA Living readers, Jolen says, “I am dedicated to helping the CV Chapter grow and thrive. This will be my third term on the CV Board, and I have served on the Greater Los Angeles Chapter (GLAC) Board as well for 6 years. I dedicate many hours to serving CAI and I hope to make a difference.”
Jolen, 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.
"A PET PEEVE OF JOLEN IS 'PEOPLE WHO DO NOT RESPECT OTHER PEOPLE AND PROPERTY.' WHEN ASKED WHAT MAKES HER UNIQUE, SHE SAYS, 'I AM 100% AVAILABLE FOR MY CLIENTS, EVEN AFTER WORK HOURS.'"
By Jason A. Savlov, Esq.
Acommon question in homeowners associations nowadays is what to do when an owner refuses to comply with the governing documents, even after receiving violation letters and imposing fines. Whether it is a portable basketball hoop that has been on the street for a year or the installation of an unauthorized architectural improvement that is an eyesore, the board must decide what to do when all other enforcement options have been exhausted, including requesting that the owner participate in alternative dispute resolution (e.g., mediation). For most boards, the next step after ADR is to decide whether to file a lawsuit against the member to gain compliance.
My over two decades of litigation experience has taught me that the board should consider the following when deciding whether to file litigation: time, money, and resources.
While boards are always looking for a quick resolution, it’s essential to understand that lawsuits can take a long time to resolve. The best-case scenario is the issue resolves and settles quickly. For example, before filing the case, sending the member a final cease and desist letter with a copy of the draft lawsuit is a good strategy. The message to the homeowner is that the board is stepping up the enforcement. In some cases, the member gets the message and resolves the violation. However, most people who receive a cease and desist letter have never been in a lawsuit and have no idea what a lawsuit entails, how much it may end up costing them to oppose (potentially having to pay the associations’ attorneys fees), and how long it may take to resolve. As a result, a lawsuit may be inevitable.
“MY OVER TWO DECADES OF LITIGATION EXPERIENCE HAS TAUGHT ME THAT THE BOARD SHOULD CONSIDER THE FOLLOWING WHEN DECIDING WHETHER TO FILE LITIGATION: TIME, MONEY, AND RESOURCES.”
As time in a lawsuit marches on, the demand on the board’s time increases. The board will have status meetings about the litigation, communication with legal counsel, written discovery questions that need to be reviewed and answered, preparation and appearances at depositions, and preparation and testifying at trial. Not only is this time-consuming, but litigation is stressful. If the lawsuit goes to trial, generally, this takes about two years, depending on many factors, including court resources available, which neither side has control over. Over a year or two, this continuous stress can become exhausting for some board members.
The association will likely have one, if not more, board elections during this time. When new board members are seated, they often re-evaluate whether to maintain the lawsuit.
Lawsuits are expensive. A typical enforcement action can start in the low five figures and, if heavily contested, can quickly increase to the mid to high five figures. If it goes to trial, it could reach six figures. If the association wins at trial and the decision is appealed, the association will incur additional legal fees.
Even when given ballpark estimates for litigation, it can be stressful to see the actual expenses each month in the legal invoices. The board may have high hopes about entering into a settlement. However, it takes two willing parties to settle. While settlement is always on the table in litigation, as the legal fees continue to accrue, it becomes more challenging to settle with a party that doesn’t want to pay for the other side’s legal fees. Some parties would rather take their chances at trial.
While the association is in litigation, the directors’ time and attention will be focused on the litigation. This can impede their ability to address other important association matters, such as deferred maintenance. Volunteer board members must turn their attention to settlement opportunities through mediation and/or mandatory settlement conferences. Further handling of the litigation will be spent in executive sessions discussing the litigation status, depositions, material motions, etc. The community manager also has to review emails and minutes and obtain other information needed by counsel. This is on top of attending to all other association business.
There are times when litigation is the only way to enforce compliance with the association’s governing documents effectively. This should be a last resort after all other methods have been exhausted, such as violation hearings, fines, internal dispute resolution, and alternative dispute resolution (e.g., mediation). When contemplating litigation, association boards should consult with their legal counsel and ensure they understand the demands the lawsuit will take on their time, money, and resources.
Jason A. Savlov, Esq. is the Partner in Charge of Litigation at Adams|Stirling PLC, with offices throughout California, including Palm Desert. You can reach Jason at jsavlov@adamsstirling.com or (760) 620-0747.
By Lorena Sterling, CAFM
HOA residents mostly agree, the choice to live in a HOA community with rules and regulations allows for the enjoyment of a neat and orderly lifestyle. However, conflicting interpretations of governing documents may get in the way of that enjoyment, leading up to unplanned and sometimes very steep legal costs. Here is an extreme example. A Virginia HOA interested in pursuing litigation for a sign that was four inches too large was forced to declare bankruptcy after spending $400,000 in legal costs. The board clearly was caught up in defending their principles and lost sight of the impact their legal battle would have on residents (HOA members).
• Consider logic before emotions: The membership as a whole is paying the costs to pursue a legal remedy. Lean on your association’s legal counsel to help make logical choices for the HOA, that considers the possible financial costs.
• Monitor compliance regularly: Preventative compliance that is completed on a timely schedule creates uniformity, and residents know the expectations that the HOA is holding them to. Having an approved fine schedule with clear timelines helps set the tone for compliance.
• Policies with quick resolutions: Creating a quick and easy process to conform to the HOA’s expectation of minor issues may deter major problems. Clear rules that include resolutions will assist the Board with resolving homeowner disputes and conflicts. Be reasonable.
• Consult with your HOA’s legal team: Sure, there is a cost for the consultation but the guidance invoice of $500 is far better than $400,000 in litigation costs. The HOA should be budgeting for minor issues that can cover legal guidance.
• Mid-year assessment increase
• Special assessments
• Borrowing from the reserve
• HOA loans
Ultimately, if HOA assessments increase or a special assessment is imposed to cover unexpected and unbudgeted legal expenses, members could easily see community morale suffer. When it comes to defending your association, be reasonable, and budget for legal consultations to keep your community running smoothly.
Association Finances & Reserves
Guest Speakers
Jolen Zeroski, CMCA
Vice President, First Citizens Bank
Kevin Leonard, RS
President, Association Reserves
Recruiter of the Year Sponsor
Prendiville Insurance Agency
Exhibit Booth Sponsors
Accurate Termite & Pest Control
Alan Smith Pools
Alliance Association Bank
Cooper Coatings, Inc.
Nissho of California, Inc.
PatioShoppers, Inc.
Precision Painting & Reconstruction
Prendiville Insurance Agency
S.B.S. Lien Services, Inc.
SCT Reserve Consultants, Inc.
Vintage Landscape
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
Swimming pools can be a great source of relaxation and entertainment for HOA residents, but they can also have a significant impact on the environment. From water conservation to energy efficiency, there are many ways to make your community swimming pool remodel more eco-friendly. Here are some ideas to consider:
When remodeling your community swimming pool, it's important to choose materials that are eco-friendly and sustainable. Consider using recycled glass tiles or natural stone instead of traditional materials like concrete or ceramic tiles.
Replacing your pool's old equipment with energy-efficient models can help reduce energy consumption and save your community money on your utility bills. Consider investing in a variable speed pool pump, LED lighting, and a solar-powered pool heater.
Saltwater systems are a popular alternative to traditional chlorine-based pool systems. They use salt to produce chlorine, which is gentler on the skin and eyes, and they require less maintenance than traditional systems.
If you're looking to reduce your pool's energy consumption even further, consider adding solar panels to your pool area. Solar panels can be used to power your pool's equipment, as well as other features like lighting and water features.
Native plants are well-adapted to the Coachella Valley environment, which means they require less water and maintenance than non-native plants. By incorporating native plants into your pool area, you can create a more sustainable and eco-friendly landscape.
Swimming pools require a lot of water, but there are ways to reduce your water usage without sacrificing the quality of your pool. Consider installing a pool cover to reduce evaporation and consider using a pool vacuum that recycles the water it uses.
Smart pool systems use sensors and automation to monitor and adjust your pool's settings based on factors like weather and water temperature. By upgrading to a smart pool system, you can reduce your energy and water usage, as well as simplify your pool maintenance.
With the right materials and equipment, swimming pool remodeling can be a great opportunity to create an eco-friendly and sustainable pool area. By choosing eco-friendly materials, using energy-efficient equipment, installing a saltwater system, adding solar panels, incorporating native plants, reducing water usage, and upgrading to a smart pool system, you can reduce your environmental impact while enjoying a beautiful and functional pool. With a little planning and creativity, you can create an eco-friendly swimming pool oasis that is both beautiful and sustainable.
Mark Feldstein is the Chief Financial Officer and Marketing Director for Gardner Outdoor and Pool Remodeling. He can be reached at (909) 374-5520 or by email at markf@ gardnerremodel.com. Gardner Outdoor and Pool Remodeling has been serving the Southern California area since 1969. As one of only 50 licensed PebbleTec® applicators in the entire United States and the exclusive SoCal referral partner of Leslie’s Pool Supplies, Gardner Remodeling is the premier pool contractor in San Diego County, LA County, Orange County, and Coachella Valley. You can contact their Palm Desert office at 760-342-9756.
When you have been elected or appointed to serve on a homeowners association (HOA) board, it is important to understand exactly what HOA board service means. In simple terms, your job as an HOA board member is to protect and enhance your community. This means maintaining and increasing home values and representing the interests of ALL your neighbors (HOA members). In our litigious society, the courts view you as a director of a corporation (nonprofit mutual benefit), as that is how most HOAs are legally structured. Corporate directors have clear fiduciary duties and if you and your board fail, you are placing yourselves, your community, and individual homeowners at risk. For many residents their home is their largest asset, so the impact of bad decisions or even inaction can have devastating consequences.
Being an HOA Director places you in the middle of the decision-making process affecting other people, and it’s important to be prepared for complex decisions and collaboration. You can expect to make a positive difference in the community. New board members often bring fresh ideas and stretched thinking. However, even the best-intentioned board members often don’t understand the legalities and details of serving as a director when they join the board. Surprisingly, that goes for those that believe their business or professional experience provides them with all they need to know about running a community association. It only takes one mistake to result in legal proceedings, lawsuits, reputational loss and or loss of property values, which can be a huge expense to all the homeowners.
Many states have implemented mandatory board training while others are
considering or highly recommending board training. CAI-CV helps to educate board members through a Board Leadership Development Workshop where upon completion they will receive a CAI Board Leader Certificate. The workshop provides homeowner leaders with a standard quality foundation of roles and responsibilities of the officers. The workshop describes liability issues and protection for board members, how to hire qualified service providers, fundamentals of financial management and budgeting, developing enforceable rules, interpreting governing documents and more. It provides a comprehensive look at the roles and responsibilities of community association leaders and provides information to help create and maintain an HOA community that your residents will be proud to call home.
While the risks are daunting, CAI is here to help! CAI-CV will hold CAI’s National Board Leadership Development Workshop, on Saturday, September 9, 2023 (See page 15). Association managers can promote this to their board leaders in their community portfolios. Board members can engage their entire board to attend and receive the CAI
Board Leader Certificate. The cai-cv. org website provides additional information on how to sign up and attend this presentation. You may also take the online version of the CAI Board Certificate program anytime by signing up at: https://www.caionline.org/ LearningCenter/Educationfor-Homeowners/Pages/ default.aspx
With proper education and reliance on CAI best practices, you can serve on your HOA board with confidence.
David Scott is the President of Ranch Club Palm Estates in Palm Springs. He has served on three HOA boards in various positions for 18 years. He also serves as Chair of CAI-CV’s Homeowners Leader Committee. David may be reached by email at dscot2763@aol.com
Brigadier General (Ret) Guido Portante is the former Treasurer of Mira Vista at Mission Hills HOA and serves as a Director and Treasurer of CAI-CV. Guido may be reached at gportante@aol.com.
Insurance premiums have been skyrocketing across the country in recent years, causing many community associations to face significant challenges in obtaining affordable insurance coverage.
More than 90% of respondents in a recent survey conducted by the Foundation for Community Association Research reported that their property and casualty insurance premium had increased at the last or current renewal with 24% citing an increase between $101 and $500, and 14% citing a larger increase.
The Foundation collected nearly 900 responses from community association leaders— board members, managers, management company executives, and insurance and risk management professionals—representing at least 10,000 community associations. LEARN
CAI-CV is the Coachella Valley Chapter of the Community Associations Institute (CAI-CV), with over 1,450 local members and affiliates. CAI-CV is the authority on HOAs in the Coachella Valley and provides trusted education and resources to local HOA boards, HOA managers and businesses that support HOA communities.
With 64 chapters, the national CAI provides education and resources to community associations throughout the U.S., Australia, Canada the Middle East, South Africa, and the United Kingdom. CAI is the primary source of best practices for the HOA industry internationally.
HOAs are the fastest growing form of housing today. In California, there are more than 50,000 HOAs providing 9,000,000 residents a preferred place to call home. Property values of California HOAs exceed $700 billion. Currently, HOAs comprise about 30 percent of California’s housing and that number is growing exponentially. In the Coachella Valley, more than 80 percent of residents live in HOAs.
Do residents and potential home buyers recognize the value associated with living in your community?
Medallion Communities are recognized as a preferred place to call home when compared to other Coachella Valley neighborhoods. Realtors will recognize your HOA’s efforts to preserve and enhance home values. Residents will recognize the HOA’s efforts to protect their assets, to provide a secure and friendly environment, and to promote community spirit. As a Medallion Community, your HOA board will know it is fulfilling its fiduciary duties fairly and transparently, representing the interests of the entire community.
To become a Medallion Community, simply follow CAI’s best practices and fill out and submit the attached application. These criteria have been developed with input from thousands of HOAs over 50 years. They are tried and true. CAI-CV offers assistance and education for HOAs to help them become a best practice Medallion Community.
For assistance, call the CAI-CV office at 760-341-0559 or email admin@cai-cv.org.
• Preserve and enhance the character of the community
• Protect and enhance property values
• Exceed expectations of owners
As a Medallion Community, the board will receive the Medallion Community logo to add to marketing materials, an outdoor sign that can be placed by the community’s entrance, a certificate for framing, and recognition in CAICV publications sent to Realtors, other HOAs, community association managers, and businesses that support HOAs.
This application must be truthful, completely filled out, and reviewed and signed by an officer of the HOA. All statements where “no” or “other” is marked must be briefly explained. CAI-CV will review applications and respond to the listed contact person within three weeks. The application fee will only be charged for approved Medallion Communities.
Legal Name of Association:
Physical Address of Association:
Website for Association:
Application Contact Person Name:
Contact Person Phone Number:
Contact Person Email:
Management Company Name:
Manager Name & Designations:
Manager Phone Number:
Manager Email:
Manager is (circle):
Onsite Based at Management Company
Full Time Part Time (Portfolio)
Type of Community (circle):
Condo Single Family 55+
Is this a new Medallion Community or a renewal?
(For statements marked with “No” or “Other,” please offer an explanation in the space provided on the right or on a separate page, listing the question number for each explanation.)
N O Y 1: The association board reviews and updates the governing documents including the CC&Rs, Bylaws, and Rules at least every five years.
N O Y 2: The association is organized as a California nonprofit mutual benefit corporation.
N O Y 3: The association has updated Rules and Regulations.
N O Y 4: The association sends out a copy of the most recent Rules & Regulations to residents annually.
N O Y 5: The association’s governing documents are available on a website.
N O Y 6: The association holds an annual election of directors.
N O Y 7: The association appoints officers of the board each year.
N O Y 8: The board provides orientation kits and training to new board members.
N O Y 9: Annual membership meetings are held in accordance with governing documents.
N O Y 10: Before each board meeting, board members receive and review a board packet that includes an agenda, minutes of the previous meeting, financials, and other appropriate reports.
N O Y 11: Board meetings may be attended by owners, except when the board meets in executive session.
N O Y 12: There is an opportunity for owner input during open meetings.
N O Y 13: The association has active committees that provide regular reports to the board.
N O Y 14: The association has an Architectural Review Committee.
N O Y 15: The board is open and transparent and reports all public business to residents.
N O Y 16: The association has bulletin boards for meeting announcements.
17: Minutes are kept for annual and board meetings.
Please reference question # and explain in this space or on a separate page.
The association has written policies or resolutions for the following areas of governance:
N Y O 18: Architectural
N Y O 19: Committees
N Y O 20: Conduct
N Y O 21: Maintenance
N Y O 22: Solar
N Y O 23: Rentals & Leases
N Y O 24: Board Education
N Y O 25: Enforcement
N Y O 26: Meetings
N Y O 27: Elections
N Y O 28: Collections
N Y O 29: Parking & Towing
N Y O 30: Contracting Services
N O Y 31: The association maintains a record of resolutions and it is kept current.
N O Y 32: Actions taken on resolutions are recorded in the minutes.
N O Y 33: The association has an attorney who specializes in HOA law.
N O Y 34: The association conducts the business of the association in accordance with federal, state and local laws.
N O Y 35: The association has a policy regarding mediation, alternative dispute resolution and internal dispute resolution.
N O Y 36: The association is a member in good standing of CAI.
N O Y 37: Association board members have attended CAI’s Board Leadership Development Workshop.
N O Y 38: The association promotes and budgets board education.
N O Y 39: Some board members are certified with CAI’s Board Member Certificate Program.
N O Y 40: The association has an insurance agent who specializes in HOA insurance.
N O Y 41: The association has a minimum $2 million of General Liability Insurance for HOAs with less than 100 units or a minimum of $3 million for HOAs with more than 100 units.
N O Y 42: The association has a minimum $500,000 of D&O Liability Insurance for HOAs with less than 100 units or a minimum of $1 million for HOAs with more than 100 units.
N O Y 43: The association has a fidelity bond for persons handling association funds.
N O Y 44: The association provides resale (escrow) packets that include governing documents to new owners.
N O Y 45: The association has clear instructions for selling homes, sales signage, and open houses.
Y = Yes
= Other
Please reference question # and explain in this space or on a separate page.
N O Y 46: New contracts are competitively bid as a general procedure.
N O Y 47: The association only contracts with licensed professionals.
N O Y 48: Contractors are required to present a current copy of their business license and insurance certificate prior to commencement of work.
N O Y 49: The association provides a detailed scope of work to bidders on large projects.
N O Y 50: The association has adopted financial policies that govern investments, bank accounts, payments, and collections.
N O Y 51: The association has adopted an annual disclosure packet that includes the budget and other disclosures required by law and provides a written copy to all owners at least 30 days prior to the beginning of the fiscal year.
N O Y 52: The association’s collection policy has been reviewed and updated annually.
N O Y 53: The association has financial checks and balances in place to prevent theft of community funds.
N O Y 54: At the end of the year the association’s operating expenditures and reserve deposits generally match its revenue.
N O Y 55: The association has had no special assessments in the past three years.
N O Y 56: The association contracts for audit and review services in accordance with state law.
N O Y 57: At the end of the last fiscal year, less than 5 percent of annual assessments were 60 days or more overdue.
N O Y 58: The association has a reserve study conducted with an onsite visual inspection at least every three years using an independent HOA reserve professional.
N O Y 59: The association has its reserve study reviewed and updated annually.
N O Y 60: The association is funding reserves as detailed in the reserve study.
N O Y 61: The association follows the reserve study when planning capital expenses.
N O Y 62: The board interacts directly with the reserve analyst.
N O
Y 63: The association has a maintenance plan that outlines the community’s routine maintenance requirements.
N O Y 64: The association has a maintenance responsibility matrix that shows who (homeowner or association) is responsible for maintaining individual components of the community.
N O Y 65: The association has separate rules and regulations as part of its governing documents.
N O Y 66: The association has written architectural control guidelines.
N O Y 67: The association has written policies for handling rules enforcement and a fine schedule.
N O Y 68: The association affords alleged violators an opportunity for due process.
N O Y 69: The association sends out rule revisions individually to residents.
N O Y 70: The association has a community newsletter that is distributed to residents at least quarterly.
N O Y 71: The association has a program for promoting community spirit.
N O Y 72: The association has bulletin boards for sharing community information.
Please reference question # and explain in this space or on a separate page.
Please answer the following questions.
CAI Members Nonmembers
First Application: $300 $500
Biennial Renewal: $200 $400
(every two years)
CAI-CV will inform associations of a renewal date and provide them with a renewal application and invoice. For questions, please call the CAI-CV office at (760) 341-0559.
TERM
Approval of an association as a CAI-CV Medallion Community is for a period of 24 months beginning on the date of approval.
I have reviewed this application and explanations and warrant that it is true.
Corporate Officer Name
Corporate Officer Signature
Date of Submission
Name
Signature
Date of Approval
FIRST RENEWAL DATE:
Medallion Communities will receive a 10-inch Medallion Community sign to post at their entrance, a logo that can be used in marketing materials, a certificate for framing, and recognition in CAI-CV publications including HOA Living Magazine. CAI-CV will only invoice approved Medallion Communities.
Name and Designations of Community Manager
Phone
Name and Designations of HOA Insurance Agent
Phone
Name and Designations of HOA Attorney
Phone
Name and Designations of CPA or Financial Advisor
Phone
Name and Designations of Reserve Specialist
Phone
I give CAI-CV permission to contact listed professional advisors. ____________(initial)
By signing this application, the named legal officer of the HOA warrants that he or she has reviewed the information provided and that it is true. Applicants will be notified of their status within three weeks of submission. CAI-CV will send approved communities a renewal reminder, invoice, and a renewal application 60 days prior to the renewal date. Communities that do not renew or that are not approved may not use the CAI-CV Medallion Community logo or signage.
Being an approved CAI-CV Medallion Community is a tangible way to tell residents, prospective buyers, visitors, and businesses entering the community that this neighborhood is managed by CAI best practices. Medallion Communities are approved based on the answers in their application, which is signed by an officer of the HOA. CAI-CV does not independently verify the submitted application information.
CAI-CV Medallion Community Program
Email: admin@cai-cv.org
In writing to CAI-CV
49950 Jefferson Street, Suite 130-117 Indio, CA 92201
For assistance, call the CAI-CV office at (760) 341-0559.
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
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 X9
Payne Pest Management
MAY 17-20 2023
CAI held its annual national conference in Dallas, Texas, from May 17th through May 20th, at the beautiful Hilton Anatole, the largest hotel in Texas. About 40 CAI-CV members attended, along with a couple thousand CAI members from around the world. CAI announced that it was their “most attended” conference ever. Chapter highlights include watching Paula Tapia, CMCA, AMS, PCAM, Executive Vice President for Associa Desert Resort Management, and Dan Goodrich, AMS, PCAM, LSM, General Manager, Sierra Dawn Estates HOA, walk the stage to be recognized for attaining two of CAI’s most coveted and distinguished designations. Paula received her Professional Community Association Manager (PCAM) designation, and Dan received his Large Scale Manager (LSM) designation. Congratulations to you both! CAI-CV also received a National Achievement Award for HOA Living Magazine that was accepted on stage by Chapter President, Julie Balbini, Esq., shareholder and head of the Coachella Valley office for Fiore Racobs & Powers, A PLC, and President Elect, Clint Atherton, CMCA, AMS, PCAM, LSM, General Manager for Sun City Palm Desert. Congratulations to the HOA Living Magazine Committee for being recognized for your hard work!
The Chapter Board of Directors wants to recognize and thank three business partner members who hosted Chapter dinners at CAI’s National Conference in Dallas.
Wednesday’s dinner was hosted by AnneMarie Hernandez from EmpireWorks and Becky Larson from Life Specialty Coatings. Thursday night’s dinner was hosted by Chet Oshiro from EmpireWorks , and Friday night’s dinner was hosted by Julie Balbini, Esq. from Fiore Racobs & Powers A PLC . Thanks too to Mike Traidman, CLAC Delegate, CAMICB Commissioner, and President, Mira Vista at Mission Hills HOA , who made reservations at some outstanding restaurants. All Chapter members attending the conference were invited to attend one or more of the dinners. Ten to fifteen attended each dinner and it was a great time of building friendships. Thanks again to our hosts!
ATTENTION COMMUNITY ASSOCIATION MANAGERS AND ASSISTANT MANAGERS SAVE THE DATE FOR CAI-CV’s
Annual Nuts & Bolts of Community Management
Community Association Manager Day
Friday, July 28, 2023 | 9 a.m. – 5 p.m.
Sun City Palm Desert
38180 Del Webb Blvd. Palm Desert, CA 92211
An interactive day of learning for Community Association Managers and Assistant Managers. Earn Seven (7) Continuing Education Units (CEUs) while attending unique and energetic sessions focused on improving management skills and professional competence. Choose from different learning tracks that fit your experience and interests.
• Interactive day of learning
• Unique and lively sessions from industry professionals
• Methods for a successful career
• Tools for personal growth
• Mini Trade Show
SPONSORSHIPS AVAILABLE Mini Trade Show Sponsorship CAM DAY Mini Trade Show Booth Sponsorships
THANK YOU TO OUR SPONSORS
C. L. Sigler & Associates
Cartwright Termite & Pest Control
Prendiville Insurance Agency Sunshine Landscape Tinnelly Law Group
One way to deal with desert heat is submerging up to your neck in a swimming pool. However, during the valley’s hottest months the water heats up and a dip into a pool may be less refreshing.
Most recreational swimmers enjoy pool temperatures between 80 and 90 degrees. Temperatures in many full-sun pools easily climb past 90 degrees. Here are some ways to help the pool thermostat stay below 90 degrees in the summertime.
SHADE
Create a natural sun break. Plant tall trees around the pool, preferably non-deciduous or you will be cleaning leaves and pollen out of the pool. Install a canopy or other shade structure over
part of the pool. Set up patio umbrellas on the sunny side of the pool to help shade the water.
These attach to the side of the pool and use return water from the pump to spray a fountain of water back into the pool. They can drop the temperature a few degrees, but they increase evaporation, drive pH levels higher and affect chlorine levels. To maximize the cooling, use aerators at night instead of during the day.
Cooler air temperatures will help bring the temperature down faster than running the pump during the day.
You want air to move across your pool to keep it cool. Remove obstacles that could be blocking wind from blowing across the surface of your swimming pool.
It is not practical but for temporary relief you can cool a pool with ice. Experiments show it takes 2,187 pounds of ice to cool a 10,000-gallon pool by five degrees.
For more information about water, go to CVWD.org.
49950 Jefferson Street, Suite 130-117 Indio, CA 92201
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
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WHEN: Friday, June 9, 2023, 5:30 p.m.
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CAI-CV’S EDUCATIONAL BREAKFAST PROGRAM & MINI TRADE SHOW
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CAI-CV AND DCHC BOARD MEMBER WORKSHOP (BMW)
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WHEN: Tuesday, July 11, 2023, 9:30 (networking), 10:00 a.m. (program)
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