CAI-CV HOA Living 08/2023

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

NEW AND RENEWING MEMBERS

NEW BUSINESS PARTNER MEMBERS

GOACCESS

Mr. Alex Harding (407) 758-0327 alex@goaccesscontrol.com

RNX INTERNATIONAL

Jeffrey Gonzalez (760) 347-8033 daniela.corona@rnx.com

RENEWING BUSINESS PARTNERS

ACCURATE TERMITE & PEST CONTROL

Mr. Isaac Camacho (949) 837-6483 isaac@accuratetermitecontrol.com

ADAMS | STIRLING PLC

Ms. Candace Lee Schwartz (800) 464-2817 cschwartz@adamsstirling.com

ALL COUNTY ENVIRONMENTAL AND RESTORATION, INC

Mr. Brett Drummond (714) 917-1400 bdrummond@allcounty.us

AMS PAVING, INC.

Ms. Liz Williams (800) 357-0711 liz@amspaving.com

CARTWRIGHT TERMITE & PEST CONTROL

Mr. Will Cartwright, II (760) 346-6767 wc@cartwrightpc.com

CM SQUARED, INC.

Mr. Dirksen Rogers (510) 410-1769 dirksen@gocm2.com

DURAMAX BUILDING PRODUCTS

Mr. Viken Ohanesian (323) 728-3023 sales@uspolymersinc.com

EMPIRE TECHNOLOGIES GROUP, INC.

Mr. Pedro Estrada (909) 466-1316 pedro@empiretechs.com

IVAN'S PAINTING & MAINTENANCE

Mr. Raul Ivan Castillo (760) 507-9980 ivan@ivansptng.com

NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC

Mr. Jeremy Newman (844) 566-1810 jeremy@hoacpa.com

PWLC II, INC.

Mr. Paul Rasmussen (760) 323-9341 paul-pwlc@hotmail.com

ROOF ASSET MANAGEMENT, INC.

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

VINTAGE ASSOCIATES/ECOWISE LANDCARE

Mr. Kyle Gritters (760) 772-3673 kyleg@thevintageco.com

RENEWING MANAGEMENT COMPANIES

AVAIL PROPERTY MANAGEMENT

Mr. Iyad Khoury (760) 771-9546 iyad@availhoa.com

FIRSTSERVICE RESIDENTIAL CALIFORNIA, LLC

Mr. Michael Allen Marshall, CMCA, PCAM (760) 834-2496 Michael.Marshall@fsresidential.com

KEYSTONE

Ms. Teresa Duhoux, CMCA, AMS, PCAM (949) 838-3248 tduhoux@keystonepacific.com

NEW MANAGER MEMBERS

Ms. Julie A Fisher (760) 285-8911 jfisher1008@aol.com

ASSOCA DESERT RESORT MANAGEMENT

Ms. Jennifer Munoz (760) 346-1161 jmunoz@drminternet.com

Ms. Jasmin Navarro (760) 346-1161 jnavarro@drminternet.com

RENEWING MANAGER MEMBERS

Mr. Elbert Jones Jarvis, II (571) 235-5420 jayj92260@gmail.com

ALTA NEIGHBORHOOD ASSOCIATION

Ms. Tera Ashley Willis (760) 485-9475 tera@vintagegroupre.com

ASSOCIA DESERT RESORT MANAGEMENT

Mr. Keith L Lavery, CMCA, PCAM (760) 346-1161 klavery@drminternet.com

Ms. Michelle Renee Logerfo (760) 346-1161 mlogerfo@drminternet.com

Ms. Kimberly Nicole Lopez (760) 346-1161 kilopez@drminternet.com

Ms. Carolyn R. Quintana, CMCA, AMS (760) 775-5858 cquintana@drminternet.com

Ms. Ivonne Nathalie Romano (760 ) 346-1161 iromano@drminternet.com

Ms. Karin Romjue (760) 346-1161 kromjue@drminternet.com

Mrs. Nena Rutherford-Milward, CMCA, AMS, PCAM (760) 777-8807 nrutherford@drminternet.com

Ms. Melyssa Sobczyk (760) 346-1161 msobczyk@drminternet.com

Ms. Laurie Theresa Stratton (760) 346-1161 lstratton@drminternet.com

Ms. Nicole Velasquez (760) 346-1161 nvelasquez@drminternet.com

AVAIL PROPERTY MANAGEMENT

Miss Nancy Holt (760) 771-9546 nancy@availhoa.com

PALM DESERT TENNIS CLUB

Ms. Brenda Morse (760) 851-4000 brendam@palmdeserttennisclub.org

REALMANAGE-GRANDMANORS

Ms. Reema Danielle Hawartheh (760) 404-2720 reemahawartheh@yahoo.com

THE MADISON CLUB OWNERS ASSOCIATION

Ms. Berenice Ceja (760) 391-4564 cmanager@madisonclubowners.org

THE MANAGEMENT TRUST, DESERT REGION

Ms. Grace Paluck (760) 776-5100 (6324) grace.paluck@managementtrust.com

NEW HOMEOWNER LEADERS

CASA BLANCA HOMEOWNERS ASSOCIATION

Ms. Allison Mackie

Ms. Shelly Pomeranz

CASA DORADO AT INDIAN WELLS ASSOCIATION

Mr. Bruce Bahneman

Mr. Tom Joyce

Ms. Phyllis McKinley

Miron Washington

PALM DESERT VILLA PORTOFINO

Ms. Jeri Gail Wynn

PORTOLA COUNTRY CLUB

Ms. Karen Woolworth

RAMON ESTADOS HOMEOWNERS ASSOCIATION

Ms. Peggy Grosser

Mr. Sid Schwartz

Ms. Susan Uhrlass

RENEWING HOMEOWNER LEADERS

BANNING ESTATES HOMEOWNERS ASSOCIATION

Mrs. Kathleen Dale

Mrs. Linda Ellis

Ms. Carole Knox

Ms. Kay Litras

Mr. Anthony Sterbling

Mrs. Maureen Wilson

CASA BLANCA HOMEOWNERS ASSOCIATION

Ms. Kathryn Everyling

Mr. James Kenneth Sutherland

Ms. Karen Weiseth

CASA DORADO AT INDIAN WELLS ASSOCIATION

Ms. Lisa Doig

Mr. Ronald Henderson

DESERT BREEZES CASAS

Mr. William Caulfield

Mr. Frank Kelty

Mr. Paul O'Kane

MIRALON COMMUNITY CORPORATION

Ms. Brenda Aranda

Mr. Tim Day

Mr. Bruce Junger

Mr. Brad Shuckhart

Mrs. Annette Vivian

MISSION HILLS CASA DEL SOL HOMEOWNERS ASSOCIATION

Ms. Kathleen Logan

Mr. Donald Perry

Ms. Jana Ransom

Mr. August Riehl

OAK HILLS ESTATES OWNERS ASSOCIATION

Ms. Deborah Davidson

Ms. Diane Stuart

PORTOLA COUNTRY CLUB

Ms. Linda Benjamin

Mr. Bob Haueter

Mr. Michael J. Patino

Ms. Heide Pylatuk

Mr. Gilbert Rodgers

RAMON ESTADOS HOMEOWNERS ASSOCIATION

Mr. David E. Greig

Mr. Jim Poutre

SEVEN LAKES HOMEOWNER ASSOCIATION, INC.

Mr. Silas Dreher

SUNRISE COUNTRY CLUB HOMEOWNERS ASSOCIATION, INC.

Ms. Judy Berzins

Mr. Gary Clifton

Mr. Jeffrey Coultas

Mr. Patrick Gabriele

Ms. Linda Gosney

Mr. Harvey A Harris

Mr. Michael Miller

Ms. Monique St.Jacque

VISTA MONTANA

Mr. Jimmy Carr

Mr. Dwayne DeRose

Ms. Connie Imerti

Ms. Donna Wardean

2023 HOA LIVING COMMITTEE MEMBERS

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

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

STEVEN SHUEY, PCAM

Personalized Property Management (Ret.)

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

SUBSCRIBER SERVICES

FEATURES

10 St. Augustine Community Association

By Ashley Layton, PCAM, and David Schuknecht, PCAM

14 Join a Committee – It’s a Team Sport!

By Chris Sigler, B.S.C.E., C.D.T.

28 Community Association Leadership Part II

By BG (Ret.) Guido Portante

31 Communities Report Challenges with Rising Insurance Premiums

By Foundation for Community Association Research

33 CAI Releases New Reserve Study Best Practices

By CAI National

35 CAI’s Foundation Releases New Maintenance Guidelines and Best Practices

By Foundation for Community Association Research

40 Building Community Spirit with Holiday Festivities

By Dan Goodrich, PCAM, LSM

18

By

By

Amanda Gray

CAI-CV EDUCATED BUSINESS PARTNER

Choose Educated Business Partners

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

Micha Ballesteros, Cartwright Termite & Pest Control, Inc.

Roxi K. Bardwell, Advanced Reserve Solutions, Inc.

Rodney Bissell, Bissell Design Studios, Inc.

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

ERIN KELLY

AVP, HOA Senior Manager Banc of California

SECRETARY

BG (RET) GUIDO PORTANTE

Director, Mira Vista at Mission Hills HOA

TREASURER

JOLEN ZEROSKI, CMCA

VP, Regional Account Executive First Citizens Bank

DIRECTOR

CLINT ATHERTON, PCAM

General Manager, Sun City Palm Desert

DIRECTOR

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

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,

EVENTS

President’s Message

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

All of us at CAI-CV wish you a happy summer and hope you will have some time off this month to relax!

Things are certainly heating up for the Chapter, as August is one our busiest months. The California CAI chapters are working together in August to forge a preliminary 2024 calendar so that each chapter can then begin booking venues and sorting out their 2024 marketing plans. Coordinating with the other chapters ensures our multi-chapter members don’t have conflicting events during the year.

We will also be finalizing our review of a dozen Association Management Systems (AMS) with the help of our new Web & Tech Committee. In July, CAI National granted CAI-CV $8,000 toward developing a new web platform and associated office technology. Included in the new AMS will be a communications system, financial system, database management system, and event management system. We are excited to update our current ten-year-old technology.

In July, we completed updating our financial system. We moved from QuickBooks Desktop to QuickBooks Online, and moved our payroll system to Intuit, which is integrated into QuickBooks Online. And we also hired a new outside accounting firm for financial oversite of the Chapter. Please join me in welcoming Richard Kim, CPA, to the CAI-CV team. Richard is a principle with Morris and Kim, LLP in Mission Viejo. He will be the financial consultant for the San Diego, Greater Inland Empire, and Coachella Valley CAI chapters. We are sad to say goodbye to Susan Marie Weber, who was our outside financial consultant for the past ten years and is responsible for our outstanding policies and procedures. We wish her well and good health.

At our July board meeting, we made a few changes to the executive team. I'm glad to inform you that Erin Kelly with Banc of California has agreed to become President-Elect and will serve as the Chapter's President in 2025. Guido Portante has agreed to serve as Secretary, and Jolen Zeroski, from First Citizens Bank, will serve as Treasurer.

JULY THANK YOUS

Please join me in thanking past CAI-CV President Tad Black, President of CM Squared, Inc. for being our guest speaker on July 11th for a Board Member Workshop on developing and implementing maintenance programs. Tad, your program was fantastic.

Kudos to the Bowling Committee for “stellar” bowling tournament (Cosmic Bowling) on July 14th at Palm Springs

Lanes. With more than 160 attending, the event was the most successful ever. Please see the photos on pages 22 and 23.

On Friday, July 28th, the Professional Managers Committee and Education Committee joined to host CAI-CV’s Annual Community Association Manager (CAM) Day at Sun City Palm Desert. More than 60 managers attended the full-day event where they earned seven continuing education units toward updating their professional CMCA credentials. See page 37 for photos.

UPCOMING EVENTS

On Tuesday, August 8th, the Education Committee has planned a Board Member Workshop (BMW) on the new organic waste programs that are impacting local HOAs. Representatives from Burrtec and Palm Springs Disposal will be on hand to explain their programs and answer questions. The program begins at 9:30 a.m. with a half-hour of socializing, and the program runs from 10:00 a.m. to 11:00 a.m. This program is free. Register to get the free Zoom link at www.cai-cv.org.

On September 22nd, the Programs Committee will host another Educational Lunch Program & Mini Trade Show at Sun City Palm Desert. The topic for September is Nuisances – Pets & Humans Alike! You won’t want to miss this program. See page 21 for more information.

Mark your calendars for CAI-CV’s annual wine (and Tequila) tasting on Friday, December 1st at 5:30 p.m. at Shields Date Garden in Indio!

NEW APP

If you are interested in seeing photos of CAI-CV events and programs, download the new CAI-CV App from your app store, Google or Apple. After opening your app store, type in CAI Coachella Valley, and hit download. Open the app on your mobile device and tap on photos. The new photo pages are sponsored by Prendiville Insurance Agency. You may download any of the photos, and you may share them with your friends and family directly or through your personal social media.

Please enjoy the rest of your summer, relax, and stay safe and cool! Julie

St. Augustine Community Association

By Ashley Layton, PCAM and David Schuknecht, PCAM

Luxury Living and Community Excellence in Rancho Mirage

Nestled in the beautiful city of Rancho Mirage, California, the St. Augustine Community Association stands as a testament to luxury living and a strong sense of community. Managed by Personalized Property Management, under the guidance of David J. Schuknecht, PCAM, this exclusive community boasts a range of amenities and services that enhance residents' quality of life. With its serene lakes, meticulously maintained grounds, outstanding committees, and a roster of trusted service providers, St. Augustine is a true haven for those seeking an exceptional living experience.

THE PROPERTY AND AMENITIES:

St. Augustine is characterized by its impressive setting and meticulous attention to detail. Spanning across the community's expanse are four picturesque lakes, recently reconstructed by BioClear, adding to the natural beauty of the surroundings. Residents can enjoy tranquil walks around the lakes, take in the scenic views, and bask in the serenity that comes with living amidst such natural splendor.

The property consists of 152 single-family homes, with prices ranging from $1.0 to $1.7 million, offering luxurious living spaces that cater to the most discerning homeowners. These elegant homes are designed to combine modern aesthetics with comfort, providing a perfect sanctuary for residents.

OUTSTANDING COMMITTEES:

At the heart of the St. Augustine Community Association's success is its outstanding committees, dedicated to maintaining the community's standards and fostering a strong sense of camaraderie among its residents.

1. Newsletter Committee: This committee is responsible for creating and distributing a world-class newsletter that keeps residents informed about community events, updates, and important announcements. By providing timely and relevant information, the newsletter strengthens the community bond and encourages active participation.

2. Neighborhood Watch and Emergency Preparedness Committee: Recognizing the importance of safety and preparedness, the Emergency Preparedness Committee works tirelessly to ensure that residents are well-informed and equipped to handle emergencies effectively. They organize drills, provide resources, and promote a culture of preparedness throughout the community.

3. Common Grounds Committee: The Common Grounds Committee takes pride in maintaining the community's meticulously manicured grounds. From lush landscaping to well-maintained common areas, this committee ensures that the community's aesthetic appeal is always at its best, creating an inviting environment for all residents and visitors.

ROAD RUNNER

4. Architectural Committee: Upholding the community's architectural standards is the responsibility of the Architectural Committee. They review and approve architectural plans, ensuring that any modifications or additions adhere to the community's guidelines and preserve its overall aesthetic integrity.

5. Welcome/Social Committee – The Welcome Committee goes as far to contact Real Estate Agents regularly to get updates regarding new owners before even management receives the closing paperwork. The committee also puts on several events throughout the year including the famed Holiday party which up to 50% of the community attends and features dinner and live music.

6. Compliance Committee – The newly formed Compliance Committee reviews and decides which properties need to receive violations, reviews owner feedback, and makes recommendations to the board of directors regarding the rules and regulations of the committee.

PARTNERSHIPS WITH TRUSTED SERVICE PROVIDERS:

The St. Augustine Community Association values excellence in service and has established partnerships with trusted service providers to meet the diverse needs of its residents.

1. Leon's Landscaping: Known for their expertise in landscaping and gardening services, Leon's Landscaping takes care of maintaining the community's green spaces.

Their attention to detail and commitment to horticultural excellence contribute to the vibrant and well-manicured landscape that residents enjoy.

2. Personalized Property Management: Led by David J. Schuknecht, PCAM, Personalized Property Management ensures that the day-to-day operations of the community run smoothly. Their professional management services encompass financial management, maintenance coordination, and resident communications, offering residents peace of mind.

3. Martin Sweeping: To keep the streets of St. Augustine clean and pristine, Martin Sweeping provides comprehensive street sweeping services. Their efficient and reliable services maintain the community's aesthetic appeal while prioritizing cleanliness and hygiene.

4. Bio Clear: The St. Augustine Community Association also collaborates with Bio Clear to implement effective and environmentally friendly lake management. Their innovative solutions minimize disruption to the community’s lakes and ponds and ensure an enjoyable experience for all owners.

5. Powerful Pest Management: Recognizing the importance of maintaining a pest-free environment, the St. Augustine Community Association has partnered with Powerful Pest Management for comprehensive pest control services. Their experienced team employs effective and environmentally friendly methods to address any pestrelated concerns, ensuring the comfort and well-being of residents.

6. Guralnik and Gilliland, LLP: Recognizing the importance of efficient and effective debt collection, the St. Augustine Community Association has partnered with Guralnik and Gilliland, a trusted collection attorney firm. With their expertise in community association collections, Guralnik and Gilliland provide legal representation and assistance in pursuing delinquent assessments. Their diligent approach and understanding of the legal landscape ensure that the association can effectively manage its financial obligations, maintaining the financial stability and integrity of the community.

MIchael Knighten, PC: Legal counsel is essential for any well-managed community association, and St. Augustine has engaged the services of Michael Knighten for expert legal advice and representation. With a deep understanding of community association law, Mr. Knighten provides guidance on matters such as bylaws, contracts, and compliance, offering residents peace of mind and ensuring that the association operates within legal parameters.

8. Asphalt MD’s - The roads of the community were recently resealed by Asphalt MD’s, the several time reoccurring contractor who has been responsible for the community's streets for the past fifteen or so years.

Moving forward, the St. Augustine Community Association has set ambitious goals to further enhance the community's environmental consciousness, aesthetic appeal, and infrastructure. One of the key objectives is to continue the conversion of turf areas to more sustainable desertscape, reducing water usage and promoting environmentally friendly landscaping practices. By embracing desert-friendly plants and efficient irrigation systems, the community aims to conserve water resources while maintaining the natural beauty

of the surroundings. Additionally, landscape renovations are on the agenda to update and refresh the community's overall landscaping, ensuring it remains visually captivating and well-maintained. This includes the selection of native plants, strategic placement of hardscapes, and the integration of sustainable design principles. Furthermore, given the extensive network of walking paths within and around the community, concrete repair, replacement, and maintenance are prioritized. By addressing any wear and tear, the association aims to provide safe and well-maintained pathways for residents to enjoy while promoting a sense of connectivity and accessibility throughout the community. These goals reflect the St. Augustine Community Association's commitment to creating an environmentally conscious, visually appealing, and thriving living environment for its residents.

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

David J. Schuknecht, PCAM, MBA, is the Director of Management for Personalized Property Management. He can be reached at (760) 352-9500, Ext. 225 or by email at david@PPMinternet.com.

Join a Committee –It’s a Team Sport!

By Chris Sigler, B.S.C.E., C.D.T.

Staying involved in the upkeep and beauty of a community can be incredibly rewarding; the excitement, the crowdsourcing of ideas and the victories of the spoils are what great communities thrive on. The experience of serving on a committee can be incredibly satisfying. Boards can take advantage of volunteerism to gain support for many board projects. Creating an ideal community shouldn’t be done by the board alone. That’s where we should look at this from a popular and positive standpoint, remembering that we can create community, and with the right spirit, it can become a Team Sport.

For example, a soccer team has 11 players on the field (“pitch”), a coach/manager, training staff and other players on the sidelines. Each of them has a different job to do – manage, train, defend, score – and all of them are critical to the success of the team on any given day. Similarly, anyone who wants to participate on a construction committee for repairs/renovations, or the architectural committee to assist in the choosing of colors or fixtures is playing that same type of team sport, and that can be immensely satisfying. The success of the entire team revolves around each member doing their job, staying in their lane, and doing their part. No one on the team claims to be a superstar, because the team depends upon achieving the greater good for the entire community.

Just like a soccer forward’s job on the team is to score goals and a goalkeeper’s job is to stop goals, our committee members have their volunteer “job” to do: to ADVISE the board. If your community doesn’t have resident involvement yet, serving on a committee is a great way to get to know your neighbors. Committees of all sorts take a big load off the board and management at important times of need. Encourage your residents to get involved with managing your community. You will see a huge increase in support for the board’s projects.

Chris Sigler is the President and Owner of C.L. Sigler & Associates, Inc., a Construction Management and Consulting firm that has exclusively served the HOA industry for 21 years. He is a Civil Engineer by trade, with 30 years of Engineering and Construction experience, and is actively involved in SB326 inspections in the Valley. Chris is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. He is in Palm Desert, and his firm serves the Coachella Valley and Riverside County from their Southern California Office, while serving the San Francisco Bay Area in Northern California from their San Jose Corporate office. Chris can be reached at 408-210-8003 or by email at chris@siglercm.com.

"THE SUCCESS OF THE ENTIRE TEAM REVOLVES AROUND EACH MEMBER DOING THEIR JOB, STAYING IN THEIR LANE, AND DOING THEIR PART. NO ONE ON THE TEAM CLAIMS TO BE A SUPERSTAR, BECAUSE THE TEAM DEPENDS UPON ACHIEVING THE GREATER GOOD FOR THE ENTIRE COMMUNITY."

Continuing Duties and Obligations of Former Board Directors

By Dea Franck, Esq.

Serving as a director on the board of a common interest development whether it be residential, commercial or mixed use (hereinafter referred to collectively as “association”) can be both rewarding and, at times, thankless. But as the saying goes, “all good things must come to an end.” Once your tenure on the board of directors ends, you will have some free time on your hands because you will no longer need to review board packets, attend community walk-throughs, attend board meetings, or generally be an official representative of the association. However, be aware that you will continue to have duties and obligations to your association even though you will no longer be a board member. This article briefly examines your continuing duties and obligations once your time on your association board ends.

CONTINUE TO OBSERVE DUTY OF CONFIDENTIALITY

All board directors owe a fiduciary duty of loyalty to the association they serve. This duty of loyalty includes keeping certain information confidential. While you soon will no longer serve as a board director, the duty of confidentiality you owe to the association will continue on past the date your service to your association as a board director or officer ends. What does this

mean exactly? In short, any information that you obtained during your tenure on the board of directors including, any information related to matters discussed in executive session, any attorney-client privileged communications, and any confidential information concerning other directors, members, residents, or agents of the common interest development to which you were privy because you were a director must be kept confidential. Should you disclose information deemed privileged or confidential under the law without prior board authorization that causes harm to the community association you served, you could expose yourself to personal liability.

RETURN CORPORATE ASSETS

Assets belonging to your association that you have received because you are serving on the association’s board of directors (such as laptops, tablets, keys to common area amenities that are not otherwise provided to members, log-in information to corporate email addresses, webmaster information for association’s website, etc.) will need to be promptly returned to the association once your time serving on the board ends. Corporate documents you would not have otherwise received if you were not serving on the board, such as information in executive session board meeting packets, may need to be promptly returned to the association when your tenure on the board ends depending on your association’s record retention policy.

PRESERVE ELECTRONICALLY STORED INFORMATION

During your time on the board, you may have opened a separate email account in order to separate your personal emails from the emails you received as a board director. Alternatively, you may be using your own personal email account to receive board emails. You also have likely received text messages or voicemails on your personal phone regarding community association business. Maybe you work on and have saved documents and spreadsheets on your personal computer regarding community association business. Do not delete this information! Why? Because California’s Electronic Discovery Act (Code of Civ. Pro. § 2016.010 et seq.) allows litigants to obtain electronically stored information (“ESI”) during the discovery process in a pending lawsuit. Therefore, when a community association reasonably anticipates that it will be involved in litigation (whether the

association files a lawsuit or the association is sued) there is a duty to preserve all ESI that may be discoverable. This duty also extends to former directors and the penalties for failing to preserve ESI can be significant and intentionally deleting or destroying can subject one to even greater penalties.

When can a community association reasonably anticipate litigation? Unfortunately, there is no bright-line rule, so ESI should be preserved any time a dispute arises whether a lawsuit has been threatened or not. You may be thinking to yourself, but as a board we deal with disputes at virtually every board meeting in the form of homeowner disciplinary hearings or architectural application appeals, for example. Exactly! Regarding the preservation of ESI, it is better to be safe than sorry. As such, any and all ESI that may be in your possession should be saved pursuant to your association’s electronic records retention policy.

CONTINUE TO SET A GOOD EXAMPLE

While not a legal obligation, you should continue to set a good example for the other association members in your community even when it comes time that you are no longer on the board. Strive to be a considerate neighbor; obtain the association’s approval before undertaking improvements to your separate interest if prior approval is required; pay your assessments on time; and follow the restrictions in your governing documents. Former directors should do their share as individual homeowners to help their association be the best community it can be.

Dea Franck, Esq., is a shareholder and senior attorney with Epsten, APC. Epsten, APC has been providing solutions to Southern California common interest development legal issues since 1986. Dea may be contacted at dfranck@epsten.com.

"California’s Electronic Discovery Act (Code of Civ. Pro. § 2016.010 et seq.) allows litigants to obtain electronically stored information (“ESI”) during the discovery process in a pending lawsuit."

The Touch-up vs. Re-paint Debate –What is the Right Thing for Our Community?

By Bridget Nigh

Whether you’re a community manager, board member, or HOA committee member, few things are as satisfying as a freshly finished paint job. Now, if only it could stay that way! Unfortunately, even the finest coatings succumb to wear and tear, as well as the inevitable nicks, scratches and other unsightly imperfections. In addition, sometimes flaws appear shortly after a repaint — suggesting that more than one type of paint and/or application method was used.

No matter how it occurs, damage affects an HOA’s appeal. Therefore, the question isn’t whether these defects can be corrected. Rather, it’s a matter of which option — a paint touch-up or a full repaint — provides the best solution.

TOUCH-UP

“Touch-up” describes the recoating of very small, localized areas of a newly painted surface to conceal minor repairs or to cover up minor surface defects — such as scuff marks — that can occur shortly after a painting job is complete. While touching up offers a quick way to achieve an acceptable appearance, it is important to understand that it is not a cure-all. Yet — if done right — touching up is a practical alternative to repainting the entire surface. Consider the following best practices:

• Plan ahead: Make a point of keeping extra paint to use for touch-ups and storing it in fully sealed containers. Then label each one with the date and color so you can easily find them next time.

• Use the best tools: First, utilize the same type of applicator previously used to paint the wall you’re touching up. This helps the touched-up area blend with the surrounding surface. If you used a roller, use a roller again (a small-sized roller offers better control). If you used a brush, use a brush again. This will help replicate the surface texture.

• Technique: The goal of touch-up is to blend the new paint with the old — creating a consistent appearance, despite the application method. Ideally, all areas should be fully coated and texture-matched to avoid applying too much paint.

WHAT IF I DON’T HAVE THE OLD PAINT?

When a property is in the painting process, the paint types, colors and sheens are top of mind — but the last repaint may have been a while ago. Knowing that touch-up colors must perfectly match the painted surface’s current hue, hopefully, someone tucked away extra paint or noted the exact name, brand, and texture of the original coating.

sample from any source — scraped or peeled paint from the job site, a favorite fabric color, or even a competitor's paint chip – to your paint manufacturing representative – or The Home Depot. They'll match it and create a digital color representation. And don’t forget about sheen! Remember that you need to repaint with the same gloss — flat with flat, high gloss with high gloss, and eggshell with eggshell — otherwise newly painted areas will be forever noticeable. And, just like color, if you don’t know the original sheen, we can help you find it!

WHEN TO TOUCH UP

Typically, if a property has been painted in the last year and the damage is confined to a small area or if the flaws are minor, such as nicks, scratches, dings, chips, scuffs, etc., it makes sense to touch up rather than repaint. Touchups are effective for spot-filling walls on flat or low-sheen paint. In contrast, it can be difficult to blend touch-ups into

aged, faded and high-sheen coatings such as satin.

Note: Sometimes a job that starts out as a touch-up ends up a full repaint/color change, which dramatically affects time and costs. Therefore, bids should include a clause that addresses this possibility with an approval signed by all stakeholders before work begins.

WHEN TO PERFORM FULL REPAINT

While touching up provides a speedy fix for mild issues, some units exhibit severe and extensive damage. That’s when it’s time for a repaint. Yes, it’ll increase costs, but the Return on Investment (ROI) makes it worthwhile, as a full paint/ color refresh not only lasts longer but keeps the property looking up to date.

This is the logical choice when:

• The paint is peeling, flaking, stained, or showing obvious signs of deterioration;

• Damages are large and cover a wide area;

• Changing the current color;

• The paint is more than five years old;

• The surface is painted with a higher sheen; and/or

• Flaws are highly visible

REPAINT SCHEDULE

Deciding how often to repaint isn’t an exact science. It depends on a range of factors, including unit location, paint age and visual ambitions. To maintain your HOA’s exterior appeal, many professional painters recommend repainting the walls every five to ten years.

However, wood and metal tend to deteriorate more quickly. To keep these spaces beautiful, clean, and up to date, schedule a repaint every three to five years. On the other hand, paint on stucco/masonry surfaces tends to perform longer, requiring fewer repaints. A general rule of thumb would be to schedule a full repaint, followed by a trim only repaint five years later, then another full repaint over the next five years.

Last of all, remember that when a community invests the time and money to restore and reinvigorate a property’s look and feel, the number of prospects increases, and happy residents stay longer.

Bridget Nigh is Behr’s Inland Empire/Coachella Valley Regional Account Manager. She has dedicated 14 years to working with HOA communities, beginning with HOA bookkeeping for several years prior to moving on to the paint manufacturing side of the industry, where she has dedicated her time over the last 7 years. Bridget has recently become a board member of the CAI Coachella Valley Chapter, where she continues to broaden her knowledge base. She is most passionate about education and offers an accredited educational course for 1 CEU. Bridget is available to assist with any of your association’s repainting needs and can be reached at 714-365-7427 or via email at bnigh@behr.com.

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Security Patrols Can Enhance HOA Safety

By Christopher Bair

SAFEGUARDING HOMES AND COMMUNITY HARMONY

In the ever-evolving landscape of residential living, security concerns have become paramount for homeowners and community associations. One proven and effective approach to ensure safety and tranquility within homeowner associations is the implementation of dedicated security patrols. These vigilant watchmen play a pivotal role in safeguarding residents, properties, and fostering a sense of community harmony. In this article, we explore the critical role of security patrols in enhancing safety within homeowner associations.

ENSURING A SAFE HAVEN

A key advantage of having security patrols within homeowner associations is the creation of a safe haven for residents. Security personnel are trained to detect potential threats, swiftly respond to emergencies, and act as a

visible deterrent against criminal activities. Their continuous presence provides residents with peace of mind, fostering an environment where families feel safe to walk the streets, children can play outdoors, and neighbors can interact without fear.

PREVENTING CRIME AND VANDALISM

Security patrols serve as a proactive force in preventing crime and vandalism within the community. By patrolling the area regularly, these officers create a strong presence that discourages criminal elements from targeting homes and common areas. Their vigilance and ability to spot suspicious behavior allow for prompt intervention, significantly reducing the likelihood of incidents such as burglaries, property damage, and loitering.

EMERGENCY RESPONSE AND ASSISTANCE

During emergencies, quick response time can make all the difference. Security patrols are trained to handle a wide range of situations, from medical emergencies to fire incidents. Their presence on-site allows them to summon immediate assistance, coordinate with first responders, and guide them to the location. This rapid response capability proves invaluable in saving lives and minimizing property damage.

COMMUNITY BUILDING AND TRUST

Beyond their security functions, patrols play a vital role in community building. Their regular interactions with homeowners build trust and familiarity, fostering positive relationships within the neighborhood. This level of connection enables them to gain valuable insights into community concerns and effectively address potential security vulnerabilities.

"Their regular interactions with homeowners build trust and familiarity, fostering positive relationships within the neighborhood."

CUSTOMIZED SECURITY SOLUTIONS

Each homeowner association has its unique requirements and challenges. Security patrols can tailor their approach based on the specific needs of the community. Whether it's controlling access to gated communities, implementing traffic management, or coordinating special event security, patrols can adapt their strategies to fit the dynamic nature of the neighborhood.

PROMOTING A SENSE OF BELONGING

In addition to safeguarding individual properties, security patrols help maintain the overall appeal of the community, contributing to property value and marketability. When residents see that their association invests in their safety, they are more likely to take pride in their homes and actively participate in community affairs, nurturing a sense of belonging.

In conclusion, security patrols play an indispensable role in enhancing safety within homeowner associations. By providing a constant presence, preventing crime, and responding promptly to emergencies, these dedicated watchmen create an environment where residents feel secure and connected. Their role extends beyond traditional security functions to community building, promoting a sense of belonging among residents, and safeguarding the very essence of a homeowner association - a safe and harmonious living space for all. As residential communities continue to evolve, the role of security patrols remains a beacon of protection, ensuring a bright and secure future for homeowner associations across the nation.

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.

TIME HONORED

By Meaghan Gaffney-Howe CMCA, AMS

Maria Angel

Patrick Simmsgeiger

Diversified Waterscapes’ Managing Director Maria Angel, and President & CEO Patrick Simmsgeiger, have been members of CAI for 36 years. The company, headed by this husband-and-wife team, has been providing lake management services to Coachella Valley communities since 1988.

A seasoned veteran in the aquatic management services and ecological products industry, Maria grew Diversified Waterscapes from a two-employee operation to a nationwide workforce of aquatic management professionals and operational support staff who are focused on providing environmentally responsible water treatment solutions. Maria’s leadership and vision have expanded their company’s market share to include some of the nation’s most noteworthy water features, including the famous Bellagio fountain in Las Vegas, Nevada.

While attending college, Patrick realized his heart’s desire was research and development of products for use in aquatic environments. Following an 11-year employment at a chemical manufacturing firm for water treatment plants, Patrick put his knowledge, experience, and dreams into action and opened a manufacturing facility for production of what he would call the “Formula F-Series Aquatic Treatment Products.” The product is now EPA registered in over 40 states and the line has expanded to eight products. Licensed by the Department of Agriculture as an Aquatic Pesticide Applicator, Patrick is also a Certified Lake Manager and holds Landscape Contractor’s and Pest Control Business licenses.

Maria and Patrick have been married for 36 years. They have two beautiful daughters who teach piano and are also USC and Pepperdine graduates. In their free time, they enjoy travelling, playing games, comedy shows, sailing and hats – they LOVE hats! Water is Maria’s first choice of recreation, whether scuba diving, water skiing, kayaking, or surfing. Patrick recreates by being busy – whether in the field or at home, he keeps active in every aspect of his life.

A favorite saying of Maria and Patrick is, “People don’t care how much you know, until they know how much you care.” They credit Denne Goldstein, publisher of Irrigation Green Industry Magazine, as an inspiration throughout their professional journey. Maria and Patrick have given back to the Chapter by volunteering on numerous committees – most recently, Corks for CLAC. They are also involved with Boys Republic and the fight against breast cancer.

Maria and Patrick, thank you for your membership in CAI-CV and for your dedication to the CID industry!

at meaghan@thegaffneygroup.net.

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

Community Association Leadership Part II

By BG (Ret.) Guido Portante

Leadership is a key ingredient in community association management. Responsibility for developing strong leadership skills applies to boards, individual board members, managers and management companies, business partners, and even CAI.

BOARD MEMBERS

Association board members include hundreds of thousands of individuals throughout California who graciously volunteer their time to serve on their community boards. “Board members are given a substantial amount of responsibility to manage the affairs of their association and their work is vital to protecting property values and to ensuring the long-term success of their neighborhoods,” Board Member Basics (2022, Tinnelly Law Group).

MANAGEMENT COMPANIES

Management companies assist HOA boards with the performance of their duties and responsibilities. Management companies often administer the association’s business affairs and support maintenance, accounting, and other aspects of community living. They advise and monitor board activities, facilitate and participate in board meetings, provide legal resources and work to keep the board out of trouble.

COMMUNITY ASSOCIATION INSTITUTE COACHELLA VALLEY CHAPTER (CAI-CV)

CAI-CV continually provides its members with information regarding fiduciary duties and industry best practices. To promote professionalism at every level, CAI-CV provides educational courses for community board members, and multiple levels of professional training and credentials for association managers. CAI also provides training and credentialing for common interest development (CID) experts, including reserve specialists, insurance and risk management providers and attorneys.

According to Webster’s, leadership is the action of leading a group of people or an organization, providing guidance, direction, authority, and control. Within HOAs, leaders are mentors, are supportive, and function with

“THE GREATEST LEADER IS NOT NECESSARILY THE ONE WHO DOES THE GREATEST THINGS. HE IS THE ONE WHO GETS THE PEOPLE TO DO THE GREATEST THINGS.” – RONALD REAGAN

a strong “results” orientation. HOA leaders solve problems effectively and listen to what is being asked.

Remember, leadership is something you do, not something you are. Leadership is a skill that all HOAs need. Effective leaders know that what works in one situation will not necessarily work every time. The leader must reflect the HOAs goals and objectives, however, he or she must allow for goals and objectives to change as needed. “Leadership philosophy isn’t a permanent set of rules; leaders should remain open-minded to changes in their philosophy as they and their organizations evolve,” Colin Baker in Personal Growth. Lead by example, show the team you, as a leader, are willing to do what is asked of the team.

A leader is one who encourages others to bring forth any and all ideas. Leaders help their team to achieve success. Leadership is not a “thing,” it comes from individuals within organizations who rely on their experience to adopt effective leadership traits. Leaders learn from leaders. “A leader is one who knows the way, goes the way, and shows the way,” John C. Maxwell.

General Colin Powell coined the phrase, “Don’t take counsel of your fears or naysayer’s.”

Make decisions based on knowledge, facts, learned experiences. Don’t fear the new; don’t fear the different. Don’t fear those who say it cannot be done. Leave emotion out of the decision-making process. Emotional decisions are often missing facts.

You may hear things like “we never did it this way before” or “it cannot be done.” A good leader will find a reason to accomplish something instead of a hundred reasons why it cannot be accomplished.

Effective leadership is not management. There is a difference between managing and leading. Leaders articulate their vision, and lead by example, inspiring their associates to see the work needed, the value derived, that will be the catalyst to lead to a better outcome. Encourage new and innovative ideas.

Managers control the process and make sure the team or employees meet organizational goals, often without allowing them to think independently or outside of the box. Managing causes stress in organizations,” Tom Peters.

Take care of your team, give them credit when credit is due, make them successful. “Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results,” Andrew Carnegie.

BG (Ret) Guido Portante is the Chair of the CAI-CV Homeowner Leader Committee. He is a Board Member and Treasurer at Mira Vista at Mission Hills Homeowners Association. Guido can be reached by email to gportante@aol.com. You may find more information to help community board members at www.cai-cv.org.

"IF YOUR ACTIONS INSPIRE OTHERS TO DREAM MORE, LEARN MORE, DO MORE AND BECOME MORE, YOU ARE A LEADER."

– JOHN QUINCY ADAMS

“TEAMWORK IS THE ABILITY TO WORK TOGETHER TOWARD A COMMON VISION. THE ABILITY TO DIRECT INDIVIDUAL ACCOMPLISHMENTS TOWARD ORGANIZATIONAL OBJECTIVES. IT IS THE FUEL THAT ALLOWS COMMON PEOPLE TO ATTAIN UNCOMMON RESULTS.” ANDREW CARNEGIE

Start to Plan, Update Your Fall Garden

By Coachella Valley Water District (CVWD)

Sweltering pretty much describes Coachella Valley weather in August. With a smack of muggy days and high temperatures averaging 105 degrees, garden work loses its appeal.

Other than basic-must-do garden maintenance, take advantage of your air conditioning, stay inside and start to plan how to make your garden more water efficient when you plant in the fall.

THINK ABOUT GROUND COVERS

Ground covers are problem solvers. They spread over the soil surface, and cover the ground with a carpet of foliage and flowers. They shade and insulate the soil, reducing the loss of moisture. They clump, mound, creep or trail.

Here are some that do well in the Coachella Valley. All thrive in full sun and once established water need is low:

• Prostrate Desert Broom

• Prostrate Acacia

• Silver Bush Morning Glory

• Trailing Indigo Bush

• Sandpaper Verbena

• Saltbush

• Yellow Dot

WHERE TO LEARN ABOUT MORE LOW-WATER USERS

“Lush and Efficient: Desert-Friendly Landscaping in the Coachella Valley” lists more than 300 plants with over 800 photos. You can search by several dozen categories. You can pick up a free copy of the 160-page book at CVWD’s Coachella office at 50-501 Tyler St., or CVWD’s Palm Desert office at 75-525 Hovley Lane East (same building where you pay your bill). You can also find the book at CVWD.org/ Conservation for PDF download.

FOR MORE HELP

To find low-water use plants that are suitable for low desert areas, check the University of California Agriculture and Natural Resource’s online Water Use Classification of Landscape Species at https://ccuh.ucdavis.edu/wucols . Click the Plant Search Database tab, enter the name of the city, then choose the desired type of plants (shrubs, perennials, trees, etc.), and the preferred water category (low, moderate). The application will provide a list of plants suitable to grow in a location that fits the specified criteria.

For more information, visit Coachella Valley Water District’s Conservation section at CVWD.org/Conservation.

COMMUNITIES REPORT CHALLENGES WITH RISING INSURANCE PREMIUMS

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.

CAI-CV Membership Drive

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!

Reserve Study Best Practices

CAI’s updated reserve study standards urge communities to incorporate preventive maintenance and structural inspections into budget planning tools.

The 2023 Reserve Study Standards provide guidance and methodology in the preparation of reserve studies for all varieties of community association ownership types and physical configurations. Learn how to build a safe and successful future for your community.

TIME HONORED

By Meaghan Gaffney-Howe CMCA, AMS

RESERVE STUDY STANDARDS

Kristin Berryhill-Hood

Kristin Berryhill-Hood is the Executive Director of Community Management at Associa Desert Resort Management. A resident of the Coachella Valley since the spring of 1979, Kristin has been a member of CAI for the past 20 years.

In 1992, Kristin started out as an onsite administrative assistant for a large country club in Palm Springs. Fast forward to 2013, Kristin began a new journey with Desert Resort Management holding the positions of General Manager Onsite and Indio Office Manager prior to her current position of Executive Director of Community Management. She has held her CCAM Certification through California Association of Community Managers for the past 20 years.

Kristin and her husband enjoy spoiling their grandchildren, and they love country dancing (country music is Kristin’s favorite). The eldest of four siblings, Kristin loves being an aunt to her nephew and nieces. She credits her mother as being her strongest inspiration, “My mother provided me with the encouragement to be a strong woman, to always show kindness to others, and to put others first. I’m forever grateful for the time I had with her and for showing me that anything is possible.”

While she jokes that she was tricked into joining CAI, Kristin responds in all seriousness that the opportunity to give back to the industry that gave her many career opportunities when she was a single mother, is her motivation for remaining a member of CAI. Kristin has given back to the Chapter in numerous ways by serving on several committees over the years, including Business Partner, Awards, Summer Sizzler, Programs, Bowling, and Casino, as well as serving on the Board of Directors. Kristen’s service to the community continues at home, with Kristin and her husband volunteering their time to rescue animals. Her favorite saying is, “Tomorrow is never a guarantee; enjoy life to the fullest and surround yourself with loved ones.”

Kristin, thank you for your membership in CAI-CV and for your dedication to the CID industry!

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

Cool Water-Saving Tips

By Amanda Gray

Get ready, Coachella Valley!

Let’s take your HOA landscape to the next level with some sizzling summer water-saving tips! With a ban on watering ornamental grass and some excellent rebates up for grabs, the Coachella Valley Water District (CVWD) can help you make a splash this summer with responsible water usage.

Let's dive into these cool tips to keep your landscapes vibrant while saving our most significant resource...WATER!

Say Goodbye to Boring Grass: Time to ditch the old, thirsty grass! Wave goodbye to watering ornamental grass and say hello to drought-tolerant alternatives that are both water-savvy and stylish. Native plants, succulents, and desert-friendly shrubs are the "cool kids" of the landscape world—they require less water and give your space that trendy desert vibe we are known for! (For planting ideas, see article from CVWD on page 34)

Upgrade and Water Like a Boss: Upgrade your irrigation game and become a water-saving superhero! Equip your HOA with weather-based smart controllers that adjust watering schedules based on weather conditions and plant needs. With precision watering, you'll never waste a drop! Switch to drip irrigation or soaker hoses to keep your plants happy and hydrated while minimizing evaporation.

Mulch It Up, Baby! Mulching is the secret weapon to keep your landscape looking fresh and hydrated. Spread some organic mulch around your plants and trees—it's like a stylish hat for your green buddies! Mulch regulates soil temperature, reduces evaporation, and kicks those pesky weeds to the curb. Your landscape will be the envy of the neighborhood! 3

Be a Water-Saving Pro: Master the art of water-wise maintenance and become the talk of the town! Landscapers need to keep an eagle eye on your irrigation schedule, making adjustments as needed. Stay on top of leak detection and sprinkle some TLC on those broken sprinklers. Consider using plant growth regulators (PGRs) during peak growing times and implement a trim schedule for your plant material to avoid overgrowth and unnecessary water use. Remember, you're the MVP of water conservation!

5

4

It's time to level up your HOA landscape while being a water-saving rockstar! And guess what? You don't have to do it alone! Check to see that you are contracted with a credentialed water management landscaper who can help you navigate water conservation with ease.

Amanda Gray is VP of Coachella Valley for Harvest Landscape. With 14 years in the industry, she is an Educated Business Partner. She has served on various committees and is currently Secretary for the CAI San Diego Chapter Board of Directors. You may reach her at (714)450-5849 or by email at amanda.gray@hlei.us.

CAI’s Foundation Releases New Maintenance Guidelines and Best Practices

By Steven Shuey, PCAM, CCAM

Coachella Valley communities are getting older and aging components are taking a toll. Many neighborhoods are starting to show the stress of keeping up with the times. If your community is wondering how a maintenance program fits in to the management of the community, there is a great book recently published by the Foundation for Community Association Research (FCAR) that speaks to maintenance in the community. It comes complete with best practices and check lists.

As a recently retired community association manager with many years of experience in property maintenance, I wish I’d had this book years ago. I recommend every board member read it and glean the understanding it brings regarding the importance of maintenance in the community.

WELCOME ABOARD

By Meaghan Gaffney-Howe CMCA, AMS

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.

Alex Harding of GoAccess

Welcome aboard, GoAccess! GoAccess is a cutting-edge access control platform for gated communities, consisting of a local team of Harvard and Google engineers who have reimagined access control from the ground up. Headquartered in Los Angeles, GoAccess is excited to announce the opening of their full-time Palm Springs office this year.

GoAccess is committed to developing a modern solution while always putting their community partners first. Many of their improvements are thanks to the incorporation of new advancements in license plate recognition, facial recognition, and artificial intelligence (A.I.). GoAccess’ compact team of four engineers boasts a cumulative 40-years of experience in security systems and software development at big tech companies.

Alex Harding is the CEO and founder of GoAccess. A Harvard University graduate who double majored in economics and computer science (while maintaining his status as a varsity lightweight rower), Alex got a very early start in entrepreneurship selling candy out of a briefcase in elementary school. He divides his time between Palm Springs and his home in Venice, California, where he enjoys golfing and morning coffee walks with his fiancé, Kate. Alex Harding can be reached at (407) 758-0327 or alex@ goaccesscomntrol.com.

GoAccess Mailing Address:

157 Ocean Park Blvd.

Santa Monica, CA 90405

GoAccess is eager to work with CAI-CV members to learn about their gate access needs and integrate custom-tailored solutions that will cut down gate lines, save money, and enhance the overall community experience! Please contact Alex from GoAccess or visit www.goaccesscontrol.com for more information on the services they offer that can benefit your community!

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

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How to Choose the Right Swimming Pool Remodeling Contractor

By Mark Feldstein

Aswimming pool is a major investment for an association, and remodeling the pool can be a significant project. Choosing the right swimming pool remodeling contractor is essential to ensure that the project is completed to your satisfaction. Here are some tips for choosing the right swimming pool remodeling contractor:

1. Look for Experience

When choosing a swimming pool remodeling contractor, look for someone with experience in the industry. Ask for references and photos of previous projects to get an idea of the contractor's experience and quality of work.

2. Check Licenses and Insurance

Make sure the contractor you choose is licensed and insured. Ask to see the contractor's license and insurance information and verify it with the appropriate licensing agency and insurance provider.

3. Consider Reputation

Research the contractor's reputation before hiring them. Check online reviews and ratings and ask for references from previous clients. A contractor with a good reputation is more likely to provide quality work and customer service.

4. Evaluate Communication Skills

Effective communication is essential to a successful remodeling project. Choose a contractor who communicates clearly and promptly and is willing to answer your questions and concerns.

5. Review the Contract

Before hiring a contractor, review the contract carefully. The contract should include details about the project scope, timeline, payment schedule, and warranty. Make sure you

understand the terms of the contract before signing it. Have your counsel review the contract.

6. Compare Bids

Get bids from multiple contractors to compare prices and services. Keep in mind that the lowest bid may not always be the best choice. Consider the contractor's experience, reputation, and communication skills when evaluating bids.

7.

Trust Your Instincts

Finally, trust your instincts when choosing a swimming pool remodeling contractor. If something doesn't feel right or if you're not comfortable with the contractor, it's better to look for someone else.

Conclusion

Choosing the right swimming pool remodeling contractor is essential to ensuring that your project is completed to your satisfaction. By considering these tips, you can find a contractor who has the experience, reputation, and communication skills to meet your needs. If you're interested in remodeling your swimming pool, take the time to research and choose the right contractor for the job.

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.

Building Community Spirit with Holiday Festivities

By Dan Goodrich, PCAM, LSM

As holidays approach, communities come alive with festive spirit, and the preparations to create a warm and inviting atmosphere become essential. Effective signage and decorations play a vital role in transforming the streets and neighborhoods, fostering a sense of belonging and joy. This article will help you explore ways in which your communities prepare for holidays, along with guidelines for using signage and decorations to enhance the celebratory ambiance.

The first step in preparing for holidays is to establish a community committee responsible for organizing festivities. This committee should include representatives from various cultural backgrounds and demographics to ensure an inclusive and diverse celebration. The committee can then brainstorm ideas for signage and decorations that resonate with the community's traditions and values. These are some guidelines that we use in our community, Sierra Dawn.

GUIDELINES FOR SIGNAGE:

• Clarity and Accessibility: Signage should be clear and easily understandable, guiding visitors and residents towards key holiday events and activities. Proper placement and use of directional signs can help visitors navigate the community efficiently.

• Multilingual Approach: In multilingual communities, incorporating multiple languages on signage can promote inclusivity and make everyone feel welcome. This is particularly important for essential information like event times and locations.

• Safety Reminders: During the holiday season, large crowds gather in common areas. Signage should include safety reminders to prevent accidents and ensure a secure environment for all participants.

GUIDELINES FOR DECORATIONS:

• Unifying Theme: Choose a unifying theme that reflects the community's shared values and traditions. This theme will tie all decorations together, creating a cohesive and captivating holiday display.

• Local Artisans and Businesses: Support local artisans and businesses by sourcing decorations from vendors in the surrounding community. This fosters a sense of pride and stimulates your local economy.

• Outdoor Illumination: Illuminate common area spaces with festive lights, creating a magical ambiance during the holiday season. LED lights are energyefficient and long-lasting, making them a sustainable choice.

• Community Participation: Build community spirit by encouraging community members to actively participate in decorating public spaces. Organize decoration workshops and invite residents of all ages to contribute their creative ideas and efforts.

• Inclusive Decorations: Ensure decorations are sensitive to the diverse cultural and religious backgrounds within the community. Aim for decorations that celebrate various holidays without favoring any specific tradition.

• Adaptable Decorations: Select decorations that can be reused

or repurposed for future celebrations, reducing waste, and enhancing the community's commitment to sustainability.

Effective signage and decorations not only spread festive cheer but also foster a sense of pride and unity within the community. A well-prepared community not only attracts visitors but also strengthens the bond between residents. By involving community members in the preparation process, everyone feels a sense of ownership, investment, and pride in the holiday celebrations for the community.

To fund these preparations, the community committee can explore sponsorship opportunities from local businesses, forging partnerships that benefit both parties. Additionally, the committee can organize fundraisers or apply for grants from local authorities to support the festivities.

In conclusion, communities prepare for holidays by establishing committees, selecting unifying themes, and engaging residents in the planning and decoration process. Guided by inclusive signage these efforts create a warm and inviting atmosphere, promoting a sense of belonging, fellowship, and unity. By embracing guidelines that you prepare, your communities can plan for holiday events that are not only visually captivating but also meaningful and enjoyable for all.

Dan Goodrich, PCAM, AMS, CMCA, CCAM-LS, CCAM-AA, is the General Manager of Sierra Dawn Estates HOA. Dan can be reached at dan@sierradawnestateshoa.com or

by phone at

951-925-6502.

CAI – Advocacy Hot California Bills Being Watched

By Mike Traidman

Each year California Legislative Action Committee (CLAC) monitors California legislation that affects common interest developments (HOAs). At times our CLAC representatives ask us to contact local legislators to urge them to support CLAC’s position on key bills.

Two highly important bills currently going through committees are Assembly bill 572 (Haney) and Assembly bill 648 (Valencia). We all need to understand these bills. CAI’s positions are as follows:

OPPOSE AB 572 (Haney) - This bill would prohibit the increase of a regular assessment on the owner of a deed-restricted affordable housing unit (BMR) that is more than 5% greater than the preceding regular assessment for the association’s preceding fiscal year. The bill only applies to associations created after 1/1/2024.

BMR units is a new name for affordable housing or low-income housing units. Many builders, to receive certificates of occupancy, were required to have a specific number of these types of housing units within their communities. The problem though is that many HOA boards do not know which homes qualify, making it hard to follow the law if this bill passes.

CAI is opposed to this bill, which has passed the Senate Housing Committee and is being sent to the Senate Judiciary Committee. Stay tuned for more information, as our advocate in Sacramento thinks this bill has a good chance to pass and be signed by the Governor.

SUPPORT AB 648 (Valencia) - This bill would authorize a board meeting or a meeting of the members to be conducted entirely by teleconference if the following conditions are met:

• A requirement that the notice for the meeting provide clear instructions on how to participate by teleconference; and

• Require each director and member to have the same ability to participate that would exist if the meeting were held in person.

The bill would exempt from these teleconference provisions a meeting at which ballots are counted and tabulated, unless that meeting is conducted by video conference and the camera is placed in a location such that members can witness the inspector of elections counting and tabulating the votes.

CAI sponsored this bill and supports it. It essentially eliminates the requirement for HOAs to have a physical location for board meetings like we were required by law prior to the pandemic.

This bill has passed the Senate Housing and Judiciary Committees unanimously. The bill is currently on the Senate floor for a vote. This bill has a good chance to become law later this year.

Mike Traidman is a Director on the CAI-CV Board. He served as President of the Chapter for two years and currently serves as one of CAI-CV’s two CLAC Delegates. He is on the national CAMICB Board and serves as Chair of the Desert Cities HOA Council. Mike can be reached at mtraidman@yahoo.com.

CAI-CV UPCOMING EVENTS –SCAN QR OR CLICK TO SIGN UP

AUGUST

CAI-CV AND DCHC BOARD MEMBER WORKSHOP (BMW)

(For board members)

WHEN: Tuesday, August 8, 2023, 9:30 (networking), 10:00 a.m. (program)

WHERE: Via Zoom

TOPIC: New Mandated Recycling Programs & Waste Programs for HOAs

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CAI’S CALIFORNIA COMMON INTEREST DEVELOPMENT LAW COURSE

(For managers; all members welcome)

WHEN: Monday, Wednesday, Friday, August 7, 9, 11, 2023, 9:00 a.m. to 11:45 a.m.

WHERE: Via Zoom

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CAI CALIFORNIA CMCA REVIEW

(For Managers)

WHEN: Friday, August 18, 2023, 8:30 a.m. – 2:00 p.m.

WHERE: Via Zoom

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SEPTEMBER

CAI-CV AND DCHC BOARD MEMBER WORKSHOP (BMW)

(For board members)

WHEN: Tuesday, September 5, 2023, 9:30 (networking), 10:00 a.m. (program)

WHERE: Via Zoom

TOPIC: Finance, Budgeting, and Reserves

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SPONSORSHIPS:

BOARD LEADER CERTIFICATE PROGRAM

(For board members)

WHEN: Saturday, September 9, 2023, 9:00 a.m.

WHERE: In-Person – RAP Conference Center, Palm Desert

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MANAGER ON THE RUN (MOTR)

(For managers & assistant managers)

WHEN: Friday, September 14, 2023, 8:30 a.m.

WHERE: Via Zoom

TOPIC: Reserves & Long-Term Planning

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CAI-CV EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW

WHEN: Friday, September 22, 2023, 11:15 a.m.

WHERE: Sun City Palm Desert

TOPIC: Nuisances – Pets & Humans Alike

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