2024 January HOA Living

JANUARY 2024

JANUARY 2024

CAI-CV'S ANNUAL AWARDS NIGHT FRIDAY, JANUARY 26, 2024 AGUA CALIENTE CASINO & SPA See page 26 for Sponsorships and Registration

FEATURES

10 New Years Resolutions for Community Associations 16 New Laws Approved for 2024 19 Stay Connected to CAI Advocacy in 2024!

28 Join a CAI-CV Committee in 2024 29 Get Your PCAM in 2024!

30 Is Your HOA a Best Practice Community?

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HOA Living | JANUARY, 2024

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NEW AND RENEWING MEMBERS NEW BUSINESS PARTNERS

NEW MANAGER MEMBERS

MISSION LANDSCAPE COMPANIES

WEST COAST COMMUNITY MANAGEMENT

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(760) 766-7700 jhansen@wccmanagement.com

Ms. Stacey Garnham

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RENEWING BUSINESS PARTNERS

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Ms. Roxi K. Bardwell, AMS, PCAM, RS (510) 693-1620 rbardwell@arsinc.com

ASSOCIA DESERT RESORT MANAGEMENT

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Ms. Cynthia Duffy

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Ms. Heather Lee Stanley (760) 346-1161 hstanley@drminternet.com

Ms. Stephanie D. Swenstad

SUN CITY PALM DESERT COMMUNITY ASSOCIATION

Mr. Clinton James Atherton, CMCA, AMS, LSM, PCAM (760) 200-2224 clint.atherton@scpdca.com

THE MANAGEMENT TRUST, DESERT REGION Ms. Wendy C. Cross, CMCA, AMS

(760) 776-5100 (6315) wendy.cross@managementtrust.com

Mr. John Wiesner

(760) 904-4192 john.wiesner@managementtrust.com

NEW HOMEOWNER LEADERS DESERT BRAEMAR, INC. Ms. Diana Allen Mr. Art Clendenan Ms. Karen Culver Mr. Ralph Elisasson Mr. Walter Farley Mr. Craig Johnson Mr. Andy Kapust Mr. Craig Logan M. Barbara Mika Mr. Tor Opsahl Mr. Jay Saufl

HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION

MARIPOSA LANDSCAPES, INC.

(760) 902-2799 sswenstad@drminternet.com

(626) 253-2537 larry.rudd@mariposa-ca.com

FIRSTSERVICE RESIDENTIAL CALIFORNIA, LLC

NISSHO OF CALIFORNIA, INC.

(760) 757-3937 Dan.Farrar@fsresidential.com

Ms. Jan McDonald Mr. Kirk Romero

(760) 727-9719

LEGACYBUILDER, LLC

LAS BRISAS NORTH

Mr. Larry Rudd

Mr. Tom Baird

PACIFIC INTERWEST BALCONY INSPECTION SERVICES Ms. Lindsey Warren

(925) 239-4535 LWarren@Pacificinterwest.com

PRENDIVILLE INSURANCE AGENCY

Mr. Matthew Lawton, CIRMS, CIC (760) 770-5868 Matt@PrendivilleAgency.com

ROY PALACIOS INSURANCE AGENCY, INC. Mr. Roy Palacios

(949) 582-0964 royp@palinsur.com

SOUTHWEST LANDSCAPE & MAINTENANCE, LLC Mr. Jason Jackson

(760) 996-1285 Jason@swlandscape.net

Mr. Daniel Farrar, CMCA, AMS

Ms. Patricia Nugent, CMCA

(760) 289-5279 villaspropertymanager@gmail.com

PERSONALIZED PROPERTY MANAGEMENT CO. Ms. Ann Borowski-Bitter, CMCA (310) 717-7375 aborowski@ppminternet.com

SEABREEZE MANAGEMENT COMPANY, INC.

Mr. Clint J. Warrell, CMCA, AMS, LSM, PCAM (949) 672-9090 clint.warrell@seabreezemgmt.com

POWERSTONE PROPERTY MANAGEMENT

Mrs. Edan Michelle Lopez, CMCA, AMS

Ms. Barb Delay

INDIAN RIDGE HOMEOWNERS ASSOCIATION

Mr. James Palmer Ms. Juleeanne Rios

MIRALON COMMUNITY CORPORATION Mr. Tony Banuelos Mr. Mike Walline

VIA ISLA HOMEOWNERS ASSOCIATION Mr. Michael Hastings

RENEWING HOMEOWNER LEADERS EL DORADO PALMS ESTATES

(760) 469-4315 mlopez@powerstonepm.com

Mr. Reynaldo Bermudez

SIERRA DAWN ESTATES HOMEOWNERS ASSOCIATION

Mr. Morgen Bentsen Mr. Salvador Velasquez

Mr. Daniel Goodrich, CMCA, AMS, LSM, PCAM (951) 663-1310 dan@sdehoa.com

LAS BRISAS NORTH

VIA ISLA HOMEOWNERS ASSOCIATION Ms. Patricia Ching Mr. Robert Webster

4

HOA Living | JANUARY, 2024

2024 HOA LIVING MAGAZINE COMMITTEE MEMBERS MEAGHAN GAFFNEY-HOWE, CMCA, AMS CHAIR The Gaffney Group, Inc.

ASHLEY LAYTON, PCAM, AMS, CMCA CO-CHAIR

Premier Community Association Management

CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. CO-CHAIR HOA Legal Services

Tree Trimm ing

JOHN SCHUKNECHT

LaBarre/Oksnee Insurance

Overseeding

CHRISTOPHER BAIR

Securitas Security Services

eetings Annua l M Elections

Mira Vista at Mission Hills HOA

Budget Prep

Annua l Mailings

MIKE TRAIDMAN BOARD LIAISON

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

GREG GRITTERS

Vintage Landscape

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

FEATURES 10

New Years Resolutions for Community Associations

16

New Laws Approved for 2024

STEVEN SHUEY, PCAM

19

Stay Connected to CAI Advocacy in 2024!

CHRIS SIGLER, B.S.C.E, CDT

28

Join a CAI-CV Committee in 2024

30

Get Your PCAM in 2024!

31

Is Your HOA a Best Practice Community?

JAMIE PRICER

Coachella Valley Water District

JASON SAVLOV, ESQ.

Adams | Stirling, PLC Personalized Property Management (Ret.) C.L. Sigler & Associates, Inc.

LORENA STERLING, CAFM

Community Association Financial Services

CREATIVE DIRECTOR & GRAPHIC DESIGNER RODNEY BISSELL

CAI-CV

EDUCATED BUSINESS PARTNER

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ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION HOALiving@cai-cv.org

By Jason A. Savlov, Esq.

By CAI’s Government & Public Affairs Department

UPCOMING EVENTS 15

Save the Date – City of Indian Wells HOA Workshop

26

CAI-CV Annual Awards Night – DISCO (Cover)

33

CAI-CV Educational Program & Mini Trade Show

SUBSCRIBER SERVICES

The Coachella Valley HOA Living Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in HOA Living are subject to editing and rewriting by the HOA Living Committee.

By John Schuknecht, CMCA, AMS

Saturday, January 20, 2024

Friday, January 26, 2024, Agua Caliente Casino & Spa

Combatting Apathy and Building Community Spirit in Your HOA

PAST EVENT PHOTOS & SPONSORS 22

CAI-CV Sips & Shots Wine and Tequila Tasting Friday, December 1, 2023, Shields Date Garden CAI-CV.org

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HOA Living | JANUARY, 2024

Call the CAI-CV office or go to www.cai-cv.org for more information.

2024 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS PRESIDENT JULIE BALBINI, ESQ.

CAI-CV

EDUCATED BUSINESS PARTNER

Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC

PAST PRESIDENT CLINT ATHERTON, PCAM

General Manager, Sun City Palm Desert

PRESIDENT-ELECT ERIN KELLY

CAI-CV

EDUCATED BUSINESS PARTNER

AVP, HOA Senior Manager Pacific Western Bank

SECRETARY BG (RET) GUIDO PORTANTE

Director, Mira Vista at Mission Hills HOA

TREASURER JOLEN ZEROSKI, CMCA

CAI-CV

EDUCATED BUSINESS PARTNER

VP, Regional Account Executive First Citizens Bank

DIRECTOR MARK DODGE, CMCA, AMS

Branch President & CEO Associa Desert Resort Management (DRM)

DIRECTOR BRUCE LATTA, CMCA

DEPARTMENTS CAI NATIONAL 12 CAI National News – State Policy Priorities

By Dawn M. Bauman, CAE

18

Manager, Indio Properties/President, Desert Cities HOA Council

DIRECTOR MICHELLE LOPEZ, CMCA, AMS

Director of Community Management, Powerstone Property Mgmt.

CAI-CV

EDUCATED BUSINESS PARTNER

DIRECTOR BRIDGET NIGH

Regional Account Manager, BEHR Paint Company

DIRECTOR LILY ORTEGA, CMCA

Office Manager, Pro Landscape

DIRECTOR MIKE TRAIDMAN

President, Mira Vista at Mission Hills HOA Commissioner, CAMICB CONTACT US CAI Coachella Valley 49950 Jefferson Street, Suite 130-117 Indio, CA 92201 (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.

Aging Communities – Aging Residents A Place to Age - Order Online

MAINTENANCE 20 The Basics of Securing Insurance from Vendors and Contractors

By Meaghan Gaffney- Howe, CMCA, AMS & Chris Sigler, BSCE, CDT

SECURITY 27 Strengthening Community Bonds: Security Officers as Catalysts for Homeowner Associations

By Christopher Bair

WATER 32 How a Pond Can Enhance Your Outdoors, Cut Your Water Bill, and Improve Your Property Value

By Coachella Valley Water District

CHAPTER NEWS

4 6 8 9 14 34 40 40

New & Renewing Members CAI-CV Educated Business Partners President’s Message Advertisers CAI-CV 2024 Calendar Get The CAI-CV App CAI-CV Upcoming Events CAI-CV Corporate Sponsors CAI-CV.org

facebook.com/CAICV

@CAI-CV

7

2024

President’s Message Julie Balbini, Esq. Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC

Happy New Year!

We all hope that 2024 will bring renewed hope and new opportunities. With that in mind, CAI-CV is gearing up to bring you top-tier education to help you manage HOAs with CAI best practices, and with fantastic networking opportunities to help you build your businesses and your careers. See page 14 for the 2024 calendar of events and programs.

Before diving into January, though, I want to take a moment to congratulate the Wine Tasting Committee for another fantastic event at Shields Date Garden, on Friday, December 1. It was a perfect evening at the beautiful Shields Date Garden. The food, champagne, wine, and tequila were outstanding. The auction was amazing, too, with great deals just in time for the holidays. See the pictures and list of sponsors on page 20. I also want to thank my colleague, John MacDowell, Esq., CCAL, for joining me for the Ask the Attorney program that took place in the Shields Date Garden Theater prior to the wine tasting event. We had a great time answering your legal questions.

As for things to look forward to this month, first up, on Friday, January 12, we will host our annual leadership training for the new 2024 leadership team. At CAI-CV, nearly everything we accomplish is through our committees with about 150 volunteers. Please consider volunteering for a Chapter committee. This is a sure way to build your career and business with lasting relationships, and there is no cost other than your time.

CAI-CV committees generally meet once a month by Zoom, so you can attend meetings from any location.

Please see our 2024 leadership team on page 28 and choose a committee to join. The committee volunteer form is on page 29. Just fill it out online and forward it to Executive Director Cal Lockett.

On Friday, January 19, we will have our first Educational Program and Mini Trade Show of the year. This program is called “Combatting Apathy and Building Community Spirit in Your HOA” Our guest speakers are Lori Albert, CAMEx, CCAM, CEO and President of Albert Management, and Clint Atherton, PCAM, LSM, General Manager of Sun City Palm Desert. You don’t want to miss this program. Come learn how to motivate your HOA members to turn from apathy to enthusiasm. See page 33 for more information.

On Saturday, January 20, we are co-hosting a Homeowners Association Workshop with the City of Indian Wells for HOA residents, board members, and managers. There will be speakers from the City and CAI-CV to discuss how to help the community understand board and homeowner responsibilities and how to get things accomplished when navigating between the city and the HOA. See page 15 for the invitation. This workshop is free.

ANNUAL AWARDS EVENT – JANUARY 26 I hope you were able to participate in the Chapter Awards process last month. We will be honoring our volunteers and members who went above and beyond during 2023 at our Annual Awards Event on Friday, January 26, at the Agua Caliente Casino in Rancho Mirage. I hope you will join us for a spectacular Disco-themed party with dancing, great food, champagne, dozens of door prizes, a silent auction, and the opportunity to win a $1,000 cash grand prize. Disco attire is encouraged though not required. Early-bird discounted tickets are still available. Look for the registration link on page 26.

You can sign up for CAI-CV events and educational programs at: Community Calendar - CAI-CV. Also, you can use the links in the Monday Update (emailed to all members every Monday). Please see page 36 for upcoming events and programs.

All of us at CAI-CV wish you and your families a safe, productive, and enjoyable new year!

Julie 8

HOA Living | JANUARY, 2024

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New Years Resolutions for Community Associations Tree Trimm ing

HOA Living | JANUARY, 2024

Overseeding

10

P lanning

eetings Annua l M Elections

H

appy New Year!

I am not sure about everyone else, but it certainly felt like 2023 flew by.

Now that we have officially turned the page into 2024, I am sure many of us have already picked out one or two personal New Year’s resolutions (start eating better, exercise more, etc.).

Everyone knows this routine this time of year.

I am here to challenge you to pick one, two or maybe a few New Year’s resolutions related to your community association whether you are a board member, manager, service provider, or new to your community. Each one of us can take and utilize 2024 to effect growth and change within our communities.

Budget Prep

Annual Mailings

By John Schuknecht, CMCA, AMS

Here are some simple ideas

It is time to get organized! What better time to do so than the beginning of the year. You and everyone involved in the community have a general idea of when things happen and when they need to start (tree trimming, overseeding, annual meetings/elections, budget preparation, annual mailings etc.) This is an opportune time for you to sit down, pencil it out, and get it down on paper. Organizing an annual calendar will help you stay ahead of the game. Being organized and planning in advance will make everyone’s lives easier and more stress free throughout the course of the year.

CLICKUP

TODOIST

Tr y out th

ese apps

GOOGLE CALENDAR

Education

Take 2024 to learn something new. If you are a manager, consider taking a new CAI class or working toward a new designation. If time is of the essence, schedule a phone call with a trusted business partner to pick their brain. If you are a board member, consider scheduling with your manager to better understand the management company’s processes and procedures. (CAI also has classes available to board members as well.) If you are a homeowner that is not all that involved in the community, attend a meeting or read the minutes after the fact!

Knowledge is powerful, even picking up small tidbits here and there can positively influence the community.

Register for CAI education that will improve your knowledge and your career opportunities!

cation u d E I CA nagers for Ma

for n o i t a c u CA I Ed Partners Business

CA I Educ a Homeowner tion for Leaders

CAI-CV EDUCATION: SEE CAI-CV CALENDAR ON PAGE 14

Respect It is unfortunate that community associations continue to struggle with hostility, negativity, lack of respect and at times, difficult individuals. I would encourage everyone in 2024 to make an effort to change this unfortunate dynamic. It can be as simple as waiving hi to one of your neighbors or introducing yourself to someone at the community mailboxes.

It could be to listen to someone’s full thoughts before responding or simply changing a tone of voice. However small, it still matters. Let’s all do our part to bring the Golden Rule (treat others as you would want to be treated) back into our communities, emails, phone calls, and board meetings. At the end of the day, we are neighbors, co-workers, and business partners. We are all on the same team and striving for the same goal. Consider reminding folks in your association by adopting CAI’s Civility Pledge.

CA I Civility P led ge CA I Civil ity P ledge Vide o

AS THE SAYING GOES“NEW YEAR, NEW ME…” RIGHT? I challenge you to find something new, some sort of resolution related to your association that can help affect growth and positive change within the community however small it may be.

I want to wish everyone a very healthy, happy, safe, and productive 2024!

Let’s make it a great year.

John Schuknecht CMCA, AMS is a former community manager who currently works as an Account Executive for LaBarre/Oksnee Insurance. John can be reached at 657-207-4789 or JohnS@hoa-insurance.com

CAI-CV.org

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@CAI-CV

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CAI NATIONAL NEWS State Policy Priorities

By Dawn Bauman, CAE CAI’s 36 legislative action committees run by hundreds of volunteers have led the conversations with state legislators and other stakeholders resulting in new laws allowing community associations to conduct business via virtual meetings and electronic voting and new laws mandating reserve studies, funding, and building inspections that will result in more financially sustainability condominium associations and greater structural integrity.

As 2024 arrives, we’ve taken the historical trends from recent years, the political climate for next year, and conversations with lawmakers, industry experts, and our legislative action committee chairs, and outlined the following state legislative priorities.

RESERVE STUDIES AND FUNDING: Supporting laws that mandate reserve studies and appropriating funding for condominium and homeowners associations is a policy issue expected to be discussed in numerous states in 2024. Following Fannie Mae and Freddie Mac’s

12

HOA Living | JANUARY, 2024

continued push for condominium and housing cooperatives to have reserve studies and funding and the state’s interest in financially sustainable communities, mandatory reserve studies provide a logical solution. While 16 states (California, Colorado, Delaware, Florida, Hawaii, Maryland, Massachusetts, Michigan, Minnesota, Nevada, Ohio, Oregon, Utah, Tennessee, Virginia, and Washington) have mandatory reserve study and/or funding requirements, that number is expected to grow in 2024. CAI has model language and appropriate solutions for legislators that allow communities practical timing to implement.

ACCESS TO AFFORDABLE INSURANCE: Access to affordable property insurance coverage, especially for condominiums and housing cooperatives has become increasingly challenging. Community associations have seen extraordinary premium increases that are unaffordable with examples of community associations using a line of credit or special assessment to pay for these extraordinary premiums. CAI’s legislative action committees are working with their state’s insurance commissioners, FARE plans, and legislators to identify solutions to this crisis.

ENVIRONMENTAL SUSTAINABILITY: As our world continues to address issues related to climate change and responsible citizenship contributing to preserving the environment for the future, community associations are navigating rules related to the installation and placement of solar devices, electric vehicle charging stations as well as incentives for energy saving initiatives like window replacement, lighting choices, and more. Community associations’ boards should hold community conversations about these issues and discuss ways to create reasonable opportunities for the use of solar and electric vehicles.

BOARD MEMBER EDUCATION/ TRAINING: Communit y association board members are faced with increasing responsibility to navigate compliance with local, state, and federal laws and greater complexities within communities; especially with the aging infrastructure and with a greater number of people living in community associations. As these volunteer roles become more complex, legislators are looking for solutions to ensure volunteers have the propert y training and education to fulfill their responsibilities. As such, more states

are considering mandatory education requirements for board members. CAI currently opposes mandatory board member education and supports board member education as a best practice.

This policy and these issues will likely evolve this year and into the coming years.

FINING AUTHORITY AND FORECLOSURES: Homeowners value the rules and regulations in their community as they lead to safer, more attractive, and more valuable homes. Rules are enforced with fines that could lead to foreclosure. An increasing number of legislatures have expressed concern about a possible foreclosure for a violation of a covenant.

It is most important that CAI preserves the community associations authority to collect unpaid assessments, when seriously delinquent and as a last effort, through a lien and foreclosure process.

DISPUTE RESOLUTION IN COMMUNITY ASSOCIATIONS: Alternative Dispute Resolution (“ADR”) is statutorily required in many states. Even where ADR is not required by law, Community Associations Institute (CAI) advocates that communities adopt policy resolutions to offer ADR for housing-related disputes between individual unit owners as well as between owners and the Association.

Alternative Dispute Resolution (ADR) is viewed as a preferable option to litigation for the settling of housing-related disputes within a community. Subject to jurisdictional differences, qualified housing disputes may constitute everything from interpretation and enforcement of the governing documents and rules, allegations of improper maintenance or infringement of owners’ rights.

SHORT- & LONG-TERM RENTALS: CAI encourages policymakers to engage industry stakeholders, including

community associations, on this issue.

Further, CAI believes crafting regulation should always take place in an open and transparent manner, providing the opportunity for comment by all interested parties. A board of directors, with input from homeowners, is in the best position to decide whether short and/ or long-term rentals are appropriate for their community and is the appropriate governing body to craft suitable policies. This is assuming the association’s governing documents allow or could be amended to permit short and/or longterm rentals to reflect the preferences of homeowners.

HOUSING AFFORDABILITY: As the country continues to see a shortage of affordability housing located near employment and transportation; we continue to engage in conversations on how condominiums and housing cooperatives can be positioned as solutions for housing affordability. CAI supports incentives providing access to sustainable homeownership, including the construction and rehabilitation of affordable housing units, within the community association housing model.

CAI does not support government preemption of lawful zoning and land use policies adopted by municipalities or of community association covenants that govern property use. Community association autonomy over lot size and use, including placement of multi-family structures on lots designated for single-family use by association covenants and placement of accessory dwelling units, should not be diminished by state policy.

Dawn Bauman, CAE, is the Senior Vice President of Government & Public Affairs and Executive Director of the Foundation for Community Association Research.

Dawn may be reached at dbauman@ caionline.org or by phone at (703) 867-5588.

CAI-CV.org

facebook.com/CAICV

@CAI-CV

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License #0E02075

SPECIALIZING IN COMMUNITY ASSOCIATION INSURANCE Patrick Prendiville, CIRMS

(760) 770-5868 Patrick@PrendivilleAgency.com

www.HOAville.com

Community Legal Advisors Inc. COMMUNITY ASSOCIATION ATTORNEYS

General Counsel

Serving San Diego County, Orange County, Inland Empire and Coachella Valley

• • • • • • •

Assessment Collection

Toll Free 833.938.1877 AttorneyforHOA.com 14

ADA & DFEH Compliance CC&R & Bylaw Amendments Architectural Matters Contracts & Insurance Elections & Recalls Employment Law Legal Opinions

HOA Living | JANUARY, 2024

• • • •

Timely Status Reports Responsive Paralegals Collectibility Analysis Judicial or Non-Judicial Foreclosures • Money Judgment Lawsuits • Small Claims Assistance • Post Judgment Recovery

CAI-CV 2024 CALENDAR JANUARY Monday 1 Friday 12 Monday 15 Friday 19 Saturday 20 Tuesday 23 Friday 26 FEBRUARY Tuesday 6 WE - SA 14-17 Friday 16 Monday 19 Tuesday 20 Monday 26 MARCH Tuesday 5 Saturday 9 Friday 15 Tuesday 19 Friday 22 APRIL Tu-Th 2-4 Saturday 6 Tuesday 9 Friday 19 Tuesday 23 MAY Friday 3 WE - SA 8-11 Friday 17 Tuesday 21 Monday 27 JUNE Friday 7 Wednesday 19 Friday 21 Tuesday 25 JULY TH - FR 4-5 Friday 12 Tuesday 23 Friday 26 AUGUST Tuesday 20 Friday 23 SEPTEMBER Monday 2 Friday 20 Tuesday 24 OCTOBER Tuesday 8 Monday 14 Friday 18 Tuesday 22 Friday 25 NOVEMBER Friday 8 Friday 15 Tuesday 19 TH - FR 28-29 DECEMBER Friday 6 Friday 6 Tuesday 17 TU - WE 24-25 Tuesday 31 JANUARY 2025 Friday 31

New Year's Day Leadership Training, 9 A.M. - 1 P.M. MLK Day Lunch Program, 11:15 A.M. City of Indian Wells Board Workshop Strat. Planning 2:30 P.M., Board 3:30 P.M. Annual Awards Event, 5:30 P.M.

Office Closed RAP Conference Center Office Closed Sun City Palm Desert Indian Wells VUE Grille Zoom Agua Caliente Casino & Spa

BMW, 8:30 A.M. CAI National Law Seminar Breakfast Program, TBD President's Day Strat. Planning 2:30 P.M., Board 3:30 P.M. CMCA Rev/CID Law/Ed BP, 9 A.M - 1 P.M.

Zoom Las Vegas Sun City Palm Desert Office Closed Zoom RAP Conference Center

Board Certificate Course, 9 A.M. - 4 P.M. City of Indio Board Workshop Lunch Program, 11:15 A.M. Strat. Planning 2:30 P.M., Board 3:30 P.M. Meet the Management Cos, 5:30 P.M.

Zoom or TBD Sun City Shadow Hills Clubhouse Sun City Palm Desert Zoom Classic Club

CLAC Legislative Days in Sacramento City of Palm Desert HOA Workshop BMW, 8:30 A.M. Board Bootcamp Lunch Program, 11:15 A.M. Strat. Planning 2:30 P.M., Board 3:30 P.M.

Sacramento TBD Zoom Sun City Palm Desert Zoom

Spring Golf Tournament, 7:30 A.M. CAI National Conference Lunch Program, 11:15 A.M. Strat. Planning 2:30 P.M., Board 3:30 P.M. Memorial Day

Sun City Palm Desert Las Vegas Sun City Palm Desert Zoom Office Closed

Annual Comedy Night, 5:30 P.M. Juneteenth Day Breakfast Program, TBD Strat. Planning 2:30 P.M., Board 3:30 P.M.

Sun City Palm Desert Optional Holiday Sun City Palm Desert Zoom

Independence Day Annual Bowling Tournament, 5:30 P.M. Strat. Planning 2:30 P.M., Board 3:30 P.M. CAMDAY, 9 A.M. - 5 P.M.

Office Closed Palm Springs Lanes Zoom Sun City Palm Desert

Strat. Planning 2:30 P.M., Board 3:30 P.M. Strategic Planning, 9 A.M. - 1 P.M.

Zoom (Optional) RAP Conference Center

Labor Day Lunch Program, 11:15 A.M. Strat. Planning 2:30 P.M., Board 3:30 P.M.

Office Closed Sun City Palm Desert Zoom

BMW, 8:30 A.M. Columbus Day Breakfast Program, TBD Strat. Planning 2:30 P.M., Board 3:30 P.M. Oktoberfest

Zoom Office Closed Sun City Palm Desert Zoom Sunshine Landscape

Fall Golf Event, 1:30 P.M. Lunch Program - Leg. Update, 11:00 A.M. Strat. Planning 2:30 P.M., Board 3:30 P.M. Thanksgiving

Shadow Mountain Golf Club Sun City Palm Desert Zoom Office Closed

Annual Wine & Spirit Tasting BMW/MOTR Strat. Planning 2:30 P.M., Board 3:30 P.M. Christmas Holiday New Year's Eve

Shields Date Garden Shields Theater Zoom Office Closed Office Closed

Annual Awards Event, 5:30 P.M.

TBD

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New Laws H Approved for 2024

appy New Year! In ringing in the new year, it is time to look at laws recently enacted by the California Legislature that affect residential homeowners associations. Here is a summary of some of the laws enacted last year. As always, please consult your legal counsel on these laws and how they may affect your community.

AB 468 VIRTUAL MEETINGS / ADDS NEW CIVIL CODE § 4926

By Jason A. Savlov, Esq.

Open board and membership meetings can now be held solely virtually (i.e., without a physical location). Before holding virtual meetings, associations must meet specific requirements set forth in the statute. These requirements include having the meeting notice provide technical instructions and contact information for technical assistance.

Furthermore, there must be a dial-in option to allow those having a technical glitch that day (we all have them from time to time) with their device or prefer using their phone over a computer/mobile device. Lastly, any vote of the directors must be conducted by a roll call vote. Virtual board and membership meetings are not allowed if ballots are to be counted and tabulated at the meeting.

AB 1458 ADJOURNED MEETING QUORUM / AMENDS CIVIL CODE § 5115

"IN RINGING IN THE NEW YEAR, IT IS TIME TO LOOK AT LAWS RECENTLY ENACTED

BY THE CALIFORNIA LEGISLATURE THAT AFFECT RESIDENTIAL HOMEOWNERS ASSOCIATIONS."

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HOA Living | JANUARY, 2024

This law solves the problem of homeowners associations whose governing documents do not allow the reduction of quorum for the election of directors. Boards can now decide to adjourn a meeting due to a lack of quorum for at least 20 days. At the adjourned meeting, the quorum threshold will be reduced to 20% of the association’s voting members (present in person, by proxy, or by secret written ballot). There are specific notices and other requirements that boards must follow to hold an adjourned meeting with a reduced quorum. This law does not override a lower quorum requirement in the association’s bylaws. The board’s ability to adjourn a meeting and have a reduced quorum only applies to the election of directors.

AB 1764 ELECTIONS / AMENDS CIVIL CODE §§ 5103, 5105 This bill was a “clean up” legislation that clarified that associations are required to disqualify any person from being a candidate for the board if they have served the maximum number of terms or sequential terms the association allows. In other words, if an association has term limits for the directors and the person submitting a nomination to be a candidate for the board has served the maximum number of terms (i.e., term limits), then the association must disqualify that person

from running for the board. The bill also clarified that any sitting director who ceases to be an association member may no longer sit on the board.

AB 1033 ADUS / AMENDS GOVERNMENT CODE §§ 65852.2, 64852.26 Under this new legislation, cities and counties can enact ordinances allowing for the separate conveyance of accessory dwelling units (“ADU”) and the primary residence. To allow this separate conveyance, the ADU and primary dwelling will be developed as a condominium development, subject to certain requirements. One requirement is that if the lot upon which the ADU and primary dwelling is located is within an existing common interest development, then the “express written authorization” of the association is required. This means that the lot owner will need to get permission from the board and, if the governing documents require, approval of the association’s members.

AB 572 ASSESSMENT LIMITATION / AMENDS CIVIL CODE § 5605 As of January 1, 2025, new homeowners associations with separate interests in affordable housing are limited in the amount of annual increases of the regular assessments. Under this limit, boards can only increase the regular assessments by up to 5% plus the percentage change in the cost of living, not to exceed 10% percent of the preceding regular assessment. Affordable housing means a unit occupied by lower or moderate-income households. This limitation does not apply to new homeowners associations with 20 units or less.

This will be an interesting law to see how it unfolds, as the homeowners who do not qualify as lower or moderate income will be responsible for supplementing any increased costs for maintaining the development.

AB 1572 POTABLE WATER / ADDS WATER CODE §§ 110, 10608.14, AMENDS WATER CODE §§ 10540, 10608.12, 10608.22 Starting on January 1, 2029, homeowners associations will be prohibited from using potable water to irrigate “nonfunctional turf” in common areas. “Nonfunctional turf” means any turf that is not “functional turf” and includes turf located

within street rights-of-way and parking lots. “Functional turf” means a ground cover surface of turf located in a “recreational use area” or community space. Turf enclosed by fencing or other barriers to permanently preclude human access for recreation or assembly is not functional turf. “Recreational use area” means an area designated by a property owner to accommodate human foot traffic for recreation, including, but not limited to, sports fields, golf courses, playgrounds, picnic grounds, or pet exercise areas. This recreation may be either formal or informal. Associations should consult with legal counsel and their landscape maintenance contractors to determine whether they have any “nonfunctional turf” areas that need removal or conversion to non-potable water irrigation.

SB 71 The damages entities and individuals can seek in small claims court have increased. Corporations can now seek up to $6,250. Individuals can now seek up to $12,500. Further, damages in “limited civil cases” increased from $25,000 to $35,000.

SB 428 HARASSMENT / AMENDS CODE OF CIVIL PROCEDURE § 527.8 With the significant increase in harassment of board members, managers, and vendors, currently, the only solution is to file an individual civil harassment restraining order petition. This petition only covers one individual and their family. This limitation means associations must file multiple civil harassment restraining order petitions to protect the entire board of directors. Under this new law, as of January 1, 2025, an employer, which includes homeowners associations, will be able to file a petition for a restraining order to protect multiple employees, including board members, managers, employees, and vendors, from harassment.

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.

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HOA Living | JANUARY, 2024

READ MORE

CLICK OR SCAN THE QR

Stay Connected to CAI Advocacy in 2024!

By CAI’s Government & Public Affairs Department

M

ore than 74.2 million Americans reside in homeowners associations, condominiums, housing cooperatives, and other planned communities.

We hope to have fruitful and successful state legislative sessions in 2024.

HERE ARE SOME RESOURCES THAT WILL HELP YOU STAY ON TOP OF HOA LEGISLATION AT THE STATE AND A FEDERAL LEVEL:

A B B C D

C

F

D

G

E

E

F

H

J

CAI’s Legislative Action Committee Operational Guidelines CAI’s State Legislative Priorities for 2024 State and Federal Legislative Tracking Map Policy Priority Webpages Grassroots: Call to Action Email Campaigns

G

State Facts & Figures

H

CAI Advocacy Ambassadors

I

Resources for Legislators

J

Fundraising Resources

K

I

The PowerPoint Presentation used during the training

Stay in touch with CAI’s Advocacy Efforts

If you would like any further information, please contact CAI’s Government and Public Affairs team at government@caionline.org.

K CAI-CV.org

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The Basics of Obtaining Insurance and Protections from your Contractors!

By Meaghan Gaffney-Howe, CMCA, AMS and Chris Sigler, BSCE, CDT

I

t goes without saying that our trusted business partners and contractors are an essential part of our associations’ well-being. Nearly all the physical operations of the community are carried out by independent contractors of various forms, to keep our facilities in good shape and in good repair.

Many maintenance tasks and repairs are performed by general contractors, roofing contractors, painting contractors, and landscape contractors - to name a few.

While the association does have some say in the activities of the contractors (such as requesting that buckets be placed over the ground lights while trimming the palm trees), the contractor is often hired as the expert to carry out tasks. The association can determine what they wish for the contractor to do, but the contractor many times is called upon to determine the means and methods to perform those tasks. In every case, the contractor must take necessary precautions to insure and indemnify the association if something goes wrong during the performance of their work.

Regardless of the type of work, it is important that the association takes steps to make sure that it is properly covered to address any potential problems occurring. Examples of important documents are described below and to help ensure that the repairs or maintenance tasks are being performed using “best practices” and that they provide proper protections.

GENERAL CONTRACTORS LICENSE The General Contractors License is the simplest way to ensure that the contractor is properly licensed for the work being requested of them. You can check that the license, its status, and information is active and accurate by visiting the Contractors State License Board website at www.cslb.ca.gov.

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HOA Living | JANUARY, 2024

GENERAL LIABILITY General Liability Insurance (“GL”) coverage indemnifies the association from claims (accidents or damages) that might arise during, and because of, the contractor’s work.

One simple example would be if a tree trimmer drops a limb and severely damages a guest’s vehicle. The guest seeks reimbursement for the damage from the association, as the incident occurred on association property. A Certificate of Liability Insurance is useful in determining whether the contractor carries adequate coverage to bid on a project.

IMPORTANT WARNINGS AND PITFALLS OF “OBTAINING INSURANCE” FROM A CONTRACTOR: Please be aware of the following important pitfalls that could harm our associations:

1.

2.

3.

The ACORD form that is typically provided is NOT an additional insured document if the association is only listed as a certificate holder.

The ACORD only provides information about what insurance the contractor has and does not convey ANY RIGHTS upon the certificate holder.

Prior to commencement of work, the association should be furnished with an additional insured endorsement from the contractor’s insurance agent, naming the association as an additional insured on the contractor’s general liability policy. The additional insured endorsement should include the name of the association c/o the management company, as well as the physical address of the association. (See below regarding exclusions).

THESE ENDORSEMENTS ARE THE MOST IMPORTANT DOCUMENTS THAT YOU NEED FOR INSURANCE!

4.

5.

The GL policy should include “products and completed operations” coverage, which affords coverage for a loss caused because of the contractor’s work following completion of the work.

It is important to make sure that there are no policy exclusions which can be to the detriment of the association and the contractor, such as a condo exclusion that would state that the policy does not cover work performed in common interest developments such as HOAs. Contact the contractor’s agent directly to clarify any concerns you have regarding exclusions.

COMMERCIAL AUTOMOBILE LIABILITY This is an auto policy that is needed for vehicles that are used during the contractor’s business while on association property; these commercial policies vary slightly from “private party” auto insurance. If the contractor is a sole proprietor, this may not be something that they have. Recommended coverage limits vary significantly depending on the size and nature of the contract and the type of work being performed.

Legal counsel and/or your insurance professional should be able to help you to sort out the importance of whether commercial policies for autos are needed, depending upon the circumstances and type of work involved.

WORKERS’ COMPENSATION Unless a business has only one employee and that employee is the owner of the company, workers’ compensation insurance is required by California law. If there are workers employed by the contractor as is usually the case, the association could be placed at risk if a contractor does not carry workers’ compensation insurance and one of their employees is injured while working on association property.

The best way to make sure that the contractor has proper workers’ comp insurance is to obtain a copy of the contractor’s workers’ compensation insurance certificate. One way of protecting the association is to ensure that your association carries zero payroll workers’ compensation coverage. This coverage can be obtained for about $400 per year and will provide the association with some protection in the event that there is an issue with a contractor’s coverage amidst a claim.

These are basic best practices to utilize to protect your association from harm. Of course, when in doubt, you should contact your legal counsel and/or your insurance professional, to ensure that you have all that you need to properly protect your association.

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.

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 22 years.

He is a Civil Engineer by trade with more than 30 years of Engineering and Construction experience and is actively involved in SB 326 inspections throughout the Coachella Valley. Chris is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist.

Located in Palm Desert, his firm serves the Coachella Valley and Riverside County, while serving the San Francisco Bay Area in Northern California from their San Jose Corporate office. Chris can be reached at 408-210-8003 or by email at chris@siglercm.com www.siglercm.com

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TITLE SPONSOR

CAI-CV

CORKS FOR CLAC Friday, December 1, 2023

THANK YOU TO OUR

Sponsors TITLE SPONSOR

ASSOCIA DESERT RESORT MANAGEMENT WINE TASTING SPONSOR

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REALMANAGE LIGHTING SPONSOR

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ASSOCIA DESERT RESORT MANAGEMENT

FRIENDS OF CLAC SPONSORS

BEAUMONT TASHJIAN

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THANK TO SHIELDS DATE GARDEN We would also like to thank all the staff at Shields Date Garden for their hard work and support of CAI-CV. We want to thank Adam Machuca, the manager of Café at Shields, and his staff. And a special thanks to the owners of Shields, Greg and Heather Ramin, for opening up the gardens to CAI-CV members!

THANKS TO THE

Wine Committee Louise Stettler, Chair Gloria Kirkwood, PCAM Co-Chair Jolen Zeroski, CMCA First Citizens Bank Board Liaison Maria Angel and Patrick Simmsgeiger Diversified Waterscapes Clint Atherton, PCAM, LSM Sun City Palm Desert Sharron Badham, PCAM Brian Castillo Ivan’s Painting & Maintenance Lori Fahnestock Powerful Pest Management Jayme Fakehany, PCAM Associa Desert Resort Management Mark Guithues, Esq. Community Legal Advisors Blair Loubet Vista Paint Fran Mullahy Conserve LandCare Tatiana Tae Roseman Law Mike Traidman Mira Vista at Mission Hills Kelly McGalliard, PCAM PGA West 24

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CREATIVE | BRAND | STRATEGY WORKING WITH YOU TO CREATE EFFECTIVE DESIGN SOLUTIONS

Proud to be a part of the award winning CAI-CV team!

(714) 293-3749 BissellDesign.com CAI-CV.org

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HOA Living | JANUARY, 2024

Strengthening Community Bonds: Security Officers as Catalysts for Homeowner Associations

By Christopher Bair

I

n the realm of neighborhood security, the dynamic between security officers and homeowner associations plays a pivotal role in fostering a safe and united community. Beyond the conventional responsibilities of maintaining security, these officers can become ambassadors for collaboration, working hand-in-hand with residents to enhance the overall well-being of the community.

One of the primary challenges faced by security officers is overcoming homeowner apathy – the sense of detachment that can pervade residential communities. To address this issue, proactive engagement is key. Security officers can attend and support community meetings, acting as liaisons between homeowners and the association surrounding security needs. These gatherings provide a platform for open communication, allowing residents to voice concerns and contribute ideas. By fostering a sense of inclusivity, security officers can transform apathy into active participation.

To further strengthen community spirit, security officers can spearhead initiatives that promote neighborly connections. Neighborhood watch programs, social events, and collaborative projects encourage residents to interact positively. By helping to organize events such as community clean-ups, or educational workshops, security officers create opportunities for neighbors to

forge meaningful connections. Building a sense of community not only deters criminal activity but also contributes to a more appealing and attractive living environment.

Education is another powerful tool in your security company’s arsenal. By helping to conduct safety workshops and distributing informative materials, security officers can empower residents to play an active role in their own security. Understanding the importance of vigilance and adopting simple security measures can go a long way in creating a safer community.

Furthermore, leveraging technology can enhance security measures and community engagement simultaneously. Implementing neighborhood watch apps, online forums, and surveillance systems can create a networked community where residents and security officers collaborate seamlessly. This not only promotes faster communication in times of need but also fosters a sense of shared responsibility for the community's well-being.

In conclusion, the relationship between security officers and homeowner associations is a linchpin in the creation of a secure and vibrant community. By actively engaging with residents, organizing events, fostering collaboration, and leveraging technology, security officers can transform neighborhoods, creating not just safe havens but thriving communities where residents take pride in their shared space. The path to a safer and more appealing environment begins with the partnership between security officers and homeowners, working together toward a common goal of community well-being.

Happy New Year everyone!

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.

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JOIN A 2024 CAI-CV COMMITTEE CAI-CV HAS 14 STANDING COMMITTEES, WITH MORE THAN 150 VOLUNTEERS. CAI-CV COMMITTEES HAVE BEEN RECOGNIZED WITH 27 CAI NATIONAL AWARDS IN THE PAST EIGHT YEARS. ABOUT CAI-CV COMMITTEES All CAI-CV members in good standing are eligible to serve on Chapter committees.

Committees strive to have representatives from all three membership categories.

CAI-CV members may serve on more than one committee. There is no cost to serving on a CAI-CV committee. Volunteers are always welcome.

Volunteering for a committee will typically occupy two to three hours per month. Most committees meet monthly, however event committees may meet more frequently in the months leading up to the event. Committee meetings are typically via Zoom.

Each committee is structured with a leadership team that includes a CAI-CV Director as the Liaison to the Chapter Board, a Committee Chair, and one or more Committee Co-Chairs. Committee leaders are part of the Chapter’s Professional Strategic Leadership Program. Typically, Chairs and Co-Chairs have served on a committee for a year or more and have shown leadership capabilities. As part of the Chapter’s succession plan, Directors on the CAI-CV Board must have served for at least one year as a Chair, Co-Chair, or CLAC Delegate.

Resources for committee members are located on the CAI-CV website under Resources, and then under the Committee Tools & Resources tab.

CAI-CV STANDING COMMITTEES

CAI-CV committees fall within four major categories. Administrative committees have ongoing responsibilities that keep the Chapter running smoothly. Educational committees focus on providing top-tier education and continuing education units (CEUs) for all members. Membership support committees focus on specific needs of each of the three major membership groups: business partners, homeowner leaders, and community association managers. Networking and fundraising committees plan networking events to raise support for CAI-CV’s educational programs.

ADMINISTRATIVE COMMITTEES HOA Living Magazine Committee • Publication of CAI-CV’s Award-Winning Monthly Magazine • Advertising in HOA Living

Legislative Support Committee • Choose & Support CLAC Delegates • Keep Members Apprised of HOA Legislation • Grassroots Lobbying • District Meetings with Legislators

Social Media Committee • Social Media • Internal Communications for CAI Events & Programs • External Communications & Media Relations

Volunteer Committee • Provide Volunteers for CAI-CV Events and Programs

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HOA Living | JANUARY, 2024

Web & Tech Committee • Web design and content review • APP design • Association Management System (AMS) design

EDUCATIONAL COMMITTEES Education Committee • In-person educational programs and mini trade show for all members.

• Manager on the Run (MOTR) Program for Managers and Assistant Managers • CAMDAY for managers and assistant managers • Educated Business Partner Course for business partners • Board Member Workshops (BMW) for Association Board Members and Desert Cities HOA Council members • Common Interest Development (CID) Law Course • CMCA Review Course

MEMBERSHIP SUPPORT COMMITTEES Business Partner Committee • Onboarding New Business Partner Members • Organze Mini Trade Shows • Outreach to Potential Business Partners • Develop Marketing & Networking Opportunities

Homeowner Leader Committee • Onboarding for New Homeowner Leader Members • Outreach to Potential Homeowner Leaders • Homeowner Leader Education & Publications • CAI-CV Medallion Community Program • CAI Homeowner Leader Certificate Program • Desert Cities HOA Council

Professional Managers Committee • Onboarding for New Manager Members • Outreach to Potential Manager Members • Career Development & Statewide Job Board • CAI-CV Carol A. Fulton Scholarship Fund • Higher Education for Managers • CAI National Courses & CAI Professional Designations

NETWORKING & FUNDRASING COMMITTEES Awards Committee • Annual Awards & Recognition Event

Bowling Committee • Annual Bowling Tournament

Wine Tasting Committee • Annual Wine Tasting Event

Golf Committee • Annual Golf Tournament(s)

Oktoberfest Committee • Annual Oktoberfest Celebration

2024 COMMITTEE VOLUNTEER FORM First Name:

MAXIMIZE

YOUR INFLUENCE JOIN A CAI COMMITTEE

I WANT TO VOLUNTEER FOR THE FOLLOWING CAI-CV COMMITTEES

Last Name:

Awards Committee

Employer/Company/Association Name:

Bowling Committee Business Partner Committee Wine Tasting Committee

Mailing Address

Education Committee Golf Committee HOA Living Magazine Committee

City: State: Zip: Work Phone: Cell Phone: E-Mail Address:

Homeowner Leader Committee

I understand the 2 to 3 hour per month time commitment required to serve on a CAI-CV committee and I understand that if I miss 3 or more meetings, I may be removed from the committee.

Volunteer Committee

Signature

Legislative Support Committee Oktoberfest Committee Professional Managers Committee Social Media Committee Web & Tech Committee

Date

Please submit forms to clockett@CAI-CV.ORG. Please call the CAI-CV office if you have questions, (760) 341-0559.

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GET YOUR

PCAM IN 2024!

PROFESSIONAL COMMUNITY ASSOCIATION MANAGER (PCAM) The pinnacle of community association management. The PCAM designation is the highest professional recognition available nationwide to managers who specialize in community association management. Earn your PCAM and join the elite—the select—the best.

Recommended for experienced managers who want to demonstrate advanced skills and knowledge and who wish to be recognized as one of the best and most experienced managers in the nation.

WHAT ARE THE PREREQUISITES FOR THE PCAM DESIGNATION? • Five years of direct community association management experience.

• Successful completion of all six M-200 level courses (with the last PMDP course completed within the past five years).

• Successfully passed the CMCA examination administered by CAMICB.

HOW DO YOU PURSUE THE PCAM DESIGNATION? • Complete the prerequisites.

• Earn a minimum total of 125 points on the PCAM application, including: • A minimum of 55 points in Section II. • A maximum of 20 points is allowed for Professional Designations or Licenses.

• A maximum of 30 points is allowed for Formal Education.

• Complete the PCAM application. You may attached additional copies of each page if needed.

• Submit the nonrefundable application fee with the PCAM application.

• Member: $225 (Individual Manager Membership) • Nonmember: $460 • All applicants have one year from the date of application approval to complete the Case Study. Failure to complete a Case Study will require you to re-apply with payment.

Your PCAM application must have been approved prior to you being able to register to sit for the Case Study.

HOW DO YOU MAINTAIN THE PCAM DESIGNATION?

EARN YOUR PCAM (VIDEO) Definition of a community manager: A community association manager will have the knowledge, ethics, professionalism and skills with verifiable experience in financial, administrative, and facilities management in at least one community association, either commercial or residential. The community association manager must be compensated for providing professional guidance and assistance to the board of directors of any association(s) managed by that community association manager, whether the individual is acting as an full time independent contractor, or as an employee of a management firm, or as a general manager or executive director of a common interest development. Management of property other than community associations will not meet the qualifications for community association manager.

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HOA Living | JANUARY, 2024

• Pay annual maintenance fees (due August 1st of each year).

• Member: $160 (Individual Manager Membership) • Nonmember: $385 • Redesignate every three years in August and meet continuing education requirements.

• Comply with the CAI Professional Manager Code of Ethics.

PLEASE VIEW THE REDESIGNATION FAQS FOR MORE INFORMATION. Forms • PCAM Application • PCAM Redesignation Form • PCAM Reinstatement Application Useful Links • Promote Your PCAM • Certificate Frame Information • Brochures and Pins: Order by Mail or Online

SCAN QR CODE

FOR ONLINE LINKS

CLICK OR SCAN HERE TO DOWNLOAD BROCHURE:

IS YOUR HOA A BEST PRACTICE COMMUNITY?

Do your HOA residents (and potential home buyers) recognize the value associated with living in your “best practice“ community?

CAI-CV’s Medallion Award Program provides an opportunity for CAI-CV member communities to be recognized for using CAI best practices.

BENEFITS TO YOUR HOA: • Helps to build positive community spirit.

• Helps preserve and enhance the highlevel character of your community.

JOIN THE RANKS OF COACHELLA VALLEY MEDALLION COMMUNITIES! • Desert Shores Resort, Indio • Mira Vista at Mission Hills, Rancho Mirage • Montage at Mission Hills, Cathedral City • Palm Valley Country Club, Palm Desert • Sun City Palm Desert • Victoria Falls, Rancho Mirage

• Helps to protect and enhance property values in your community.

NEXT STEP:

• Helps the board and management exceed owners’ expectations.

Request an Application Click or Scan the QR Code

YOU WILL RECEIVE: • A professionally made outdoor Medallion Community logo sign that can be mounted to your gate or entrance.

• A professionally designed electronic logo that can be added to your website, business cards, and marketing materials.

• A cover-feature article in CAI-CV’s award-winning HOA Living Magazine

(Application includes a questionnaire designed to evaluate an HOA’s best practices in all operational areas. The application is reviewed by CAI-CV Homeowner Leaders who either award Medallion status or provide feedback on areas needing improvement. The first-time application fee for CAI-CV members is $300 with a 2-year renewal fee of $200. Contact CAI-CV (760) 341-0559 or email clockett@cai-cv.org for more information.)

CAI-CV.org

facebook.com/CAICV

@CAI-CV

31

How a Pond Can Enhance Your Outdoors, Cut Your Water Bill, and Improve Your Property Value

By Coachella Valley Water District DO’S AND DON’TS • Place a pond in a shaded or dappled shade area for less water evaporation • Add plenty of surface floating plants to reduce surface area to evaporation • Include an auto-fill device to make maintenance easier • Avoid tiered-style fountains. In the desert, they are usually water wasters as they are designed to promote evaporation to cool the surrounding air.

In the Coachella Valley, our lifestyle embraces water conservation.

Here’s one step you may not have imagined --- install a pond. It uses less water than grass lawn and can cut your water bill.

REASONS TO ADD AN ENVIRONMENT-FRIENDLY POND 1. Adds visual interest and a sense of serenity.

2. Provides cooling compared to rocks or sand outside your home.

3. Increases the appearance of butterflies, dragonflies (which eat mosquitoes), birds, bees and other beneficial garden-friendly wildlife.

4. Provides water to pollinators and pets alike.

5. Promotes plant life that use up nutrients to keep water clean and healthy and reduce algae growth.

6. Requires no harmful pesticides or fertilizers 7. Stores and recirculates water with no runoff 8. Boosts the value of your property.

9. Suits big or small gardens.

10. Comes in many shapes and sizes.

11. Promotes positive effects on health and calmness and reduces anxiety.

32

HOA Living | JANUARY, 2024

FOR MORE WATER-SAVING TIPS: CVWD.org/conservation

Friday, January 19, 2024, 11:15 a.m.

CAI-CV EDUCATIONAL PROGRAM & MINI TRADE SHOW

COMBATTING APATHY AND BUILDING COMMUNITY SPIRIT IN YOUR HOA • Learn how you can put the “community” back in your community association.

• Learn how to combat apathy in your community.

• Find out easy and low-cost ideas to combat the negativity trend in community associations.

This is an interactive session so come prepared to share your ideas!

GUEST SPEAKERS

Clint Atherton PCAM, LSM

General Manager Sun City Palm Desert

CLICK HERE OR SCAN QR CODE TO REGISTER Lunch and Trade Show Included 11:15 AM TO 1:30 PM $100 Business Partners $42 Managers

Lori Albert CAMEx, CCAM

CEO and President Albert Management, Inc.

LIMITED CAPACITY

$42 Homeowner Leaders Sun City Palm Desert 38180 Del Webb Blvd., Palm Desert, CA 92211

SPONSORSHIPS AVAILABLE: Trade Show Booth Sponsor....$500 Handout Sponsor.......................$500 Reserved Table Sponsor..........$500 Scholarship Sponsor.................$300 CLAC Sponsorship....................$300 CAI-CV.org

CLICK OR SCAN QR CODE FOR SPONSORSHIPS facebook.com/CAICV

@CAI-CV

33

A FULL-SERVICE LAW FIRM DEDICATED TO THE SUCCESS OF COMMUNITY ASSOCIATIONS > Legal Opinions > Enforcement > Governing Document Amendments > Contract Review > Assessment Collections > Litigation > Elections/Annual Meetings > General Legal Services

The Recognized Authority in Community Association Law

FIORELAW.COM 760-776-6511

STOP BAD LEGISLATION NOW! CONTRIBUTE TO CAI’S EFFORTS TO PROTECT THE HOA INDUSTRY Support the California Legislative Action Committee (CLAC)

CAI HOA’S CONTRIBUTE $1 PER DOOR

CLICK HERE OR SCAN THE QR CODE TO SIGN UP TODAY

34

HOA Living | JANUARY, 2024

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 Backyards since 1969 Quality work at a fair price

Lic #896061 C-53 CAI-CV.org

facebook.com/CAICV

@CAI-CV

35

FEBRUARY CAI-CV & DESERT CITIES HOA COUNCIL BOARD MEMBER WORKSHOP

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

(For board members)

TOPIC: Disruptive Owners & Rogue Board Members WHEN: Tuesday, February 6, 2024, 8:30 a.m.

WHERE: Via Zoom REGISTER: SPONSORSHIPS: CAI’S NATIONAL LAW SEMINAR (For HOA attorneys)

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

WHEN: Wednesday-Saturday, February 14-17, 2024 WHERE: Las Vegas REGISTER: CAI-CV EDUCATIONAL BREAKFAST PROGRAM & MINI TRADE SHOW (for all members)

TOPIC: How to Utilize Your Financials, Budget, and Reserve Study WHEN: Friday, February 16, 2024, 8:00 a.m.

WHERE: Sun City Palm Desert

REGISTRATION: SPONSORSHIPS:

CAI-CV EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW (for all members)

CAI-CV’s CALIFORNIA CID LAW COURSE (For managers & all members)

TOPIC: Community Spirit & Homeowner Apathy WHEN: Friday, January 19, 2024, 11:15 a.m.

WHERE: Sun City Palm Desert REGISTRATION: SPONSORSHIPS:

WHEN: Monday, February 26, 2024 WHERE: Sun City Palm Desert REGISTRATION: SPONSORSHIPS:

CAI-CV & CITY OF INDIAN WELLS HOA WORKSHOP & Mini Trade Show (For Indian Wells HOA residents, community managers & board members)

WHEN: Saturday, January 20, 2024, 8:30 a.m. – 12:00 p.m.

WHERE: Indian Wells Golf Resort 44500 Indian Wells Ln, Indian Wells REGISTRATION: SPONSORSHIPS: CAI-CV ANNUAL AWARDS EVENT – DISCO WHEN: Friday, January 26, 2024, 5:30 p.m.

WHERE: Agua Caliente Casino, Rancho Mirage

CAI-CV’S CMCA REVIEW COURSE (For managers and assistant managers)

WHEN: Monday, February 26, 2024 WHERE: Sun City Palm Desert REGISTRATION: SPONSORSHIPS: CAI’S EDUCATED BUSINESS PARTNER COURSE (FOR BUSINESS PARTNERS)

WHEN: Monday, February 26, 2024 WHERE: Sun City Palm Desert

REGISTER: SPONSORSHIPS:

REGISTRATION: SPONSORSHIPS:

2024 Marketing Plan

SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG

WATCH FOR THE CAI-CV MONDAY UPDATE WITH ALL EVENTS AND PROGRAMS

FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG

C O R P O R AT E S P O N S O R S TITANIUM

AMS Paving, Inc. Asphalt MD’s Associa DRM C. L. Sigler & Associates Fiore Racobs & Powers, A PLC Gardner Outdoor and Pool Remodeling Signarama Sunshine Landscape Vantage Point Construction

PLATINUM

Prendiville Insurance Agency

GOLD

First Citizens Bank Delphi Law Group, LLP EmpireWorks Epsten, APC Flood Response Precision Painting & Reconstruction Western Pacific Roofing

SILVER

Accurate Termite & Pest Control Alan Smith Pools Behr Paint Company Cooper Coatings, Inc. Dunn-Edwards Corporation Ivan's Painting & Maintenance Nissho of California, Inc. SCT Reserve Consultants Tinnelly Law Group Vintage Landscape

BRONZE

Alliance Association Bank Brightview Landscape Services Broadband Agreements Community Legal Advisors First Service Residential LaBarre/Oksnee Insurance Agency PatioShoppers, Inc.

Popular Association Banking Premier Community Association Mgmt.

Securitas Security Services Sun King Electric Vista Paint