At Associa Desert Resort Management, our top priority is keeping all aspects of your community running seamlessly. Whether it’s our top-tier management, secure financials, on-demand maintenance, or advanced technology, our complete and comprehensive suite of services makes leading and living in a managed community better and easier than ever. Leave the hard work to us, so you can focus on what matters.
Accomplish more with Associa Desort Resort Management. Contact us today!
ASSOCIATION PROFESSIONAL SERVICES
Sharron Badham (760) 278-3059 info@aps-elections.com
COACHELLA VALLEY PUBLIC SAFETY
Mr. Adrian Estrada (442) 325-3756 adrian.estrada@Coachellavalleypublicsafety.com
PINNACLE FINANCIAL PARTNERS
Mr. Michael Roche, AMS, PCAM (815) 325-8108 mike.roche@pnfp.com
A7 GROUP, INC.
Mr. Adam Rohrbaugh (760) 840-7151 info@a7arch.com
ALAN SMITH POOLS
Mr. Kevin Kostka (714) 628-9494 kevin@alansmithpools.com
BEHR PAINT COMPANY
Mrs. Bridget Nigh (714) 365-7427 bnigh@behr.com
BEN'S ASPHALT, INC.
Ms. Teri Braden (714) 231-0100 teri.braden@bensasphalt.com
CRT ROOFING CO.
Mr. Jorge Solano (909) 782-0352 jorgejr@crtroofing.com
INTERNATIONAL PAVING SERVICES, INC.
Ms. Rosanna Hancey (909) 794-2101 (130) Rosanna@ipspaving.com
PRO LANDSCAPING, INC.
Mr. Jesse Escamilla (760) 343-0162 office@proland-inc.com
SEGAL INSURANCE AGENCY, INC.
Mr. Steven G. Segal (818) 481-9589 steve@segalins.com
TINNELLY LAW GROUP
Ms. Ramona Acosta (949) 588-0866 (1012) ramona@tinnellylaw.com
VANTAGE POINT CONSTRUCTION, INC.
Ms. Cami Staviski (760) 340-5157 vpcofficemgr@gmail.com
REALMANAGE
Ms. Candra Rodriguez (714) 288-2620 (5737) candra.rodriguez@realmanage.com
THE MANAGEMENT TRUST, DESERT REGION
Mr. Damian Jenkins (760) 776-5100 (6317) damian.jenkins@managementtrust.com
Mr. Nathan Pascale, CMCA, AMS (909) 471-9245 natepascale7@gmail.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Yadira Aguirre (760) 346-1161 yaguirre@drminternet.com
Mr. Efrain Castro Angulo (760) 772-2092 ecastro@drminternet.com
Ms. Vanessa Barrera (760) 346-1161 vbarrera@drminternet.com
Mr. Justy Ewing (760) 346-1161 justy.ewing@drminternet.com
Mr. Jesus Garcia (760) 772-2092 jgarcia@drminternet.com
Mrs. Jodi Kay (425) 452-7330 (410) jkay@drminternet.com
SEABREEZE MANAGEMENT COMPANY, INC.
Mr. Paul D. Johnson (619) 202-1276 johnsonpaul628@icloud.com
Mrs. Stacy Atherton (714) 392-2573 stacyatherton@icloud.com
Mr. Richard Johnson, CMCA, AMS (541) 948-2860 rore@me.com
Ms. Theresa Kellerhals, CMCA (760) 322-1907 tkellerhals@desertprincesscc.com
Mr. Ricky Rapp, CMCA, AMS (760) 799-0744 rickrapp01@gmail.com
Mr. Steven Shuey, PCAM (760) 250-1821 IslandMgr@aol.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Karen Brimhall (760) 346-1161 kbrimhall@drminternet.com
Mrs. Karena Figueroa Luttmers (760) 346-1161 kluttmers@drminternet.com
Ms. Roberta C Happ, CMCA, AMS (951) 233-8288 bhapp@drminternet.com
Ms. Jennifer Stacy Huntsman (760) 331-9469 jhuntsman@drminternet.com
Mr. David Lawrence (760) 346-1161 dlawrence@drminternet.com
Ms. Amber Marie Libertini-Cochran (760) 346-1161 alibertini@drminternet.com
Ms. Ronnica Ann Marroquin (760) 346-1161 rmarroquin@drminternet.com
PMI - COACHELLA VALLEY
Mr. Kevin K. Crawford (442) 227-2030 Info@PMI-CV.com
SHELTER BAY COMMUNITY, INC.
Mr. Bill Palmer, AMS (253) 509-2390 wrp95914@gmail.com
WHITESTAR MANAGEMENT
Mr. Matthew Adam Rittenhouse, CMCA, AMS (760) 219-4672 matt@whitestarmgmt.com
Dennis J. Cearns
GENESIS HOMEOWNERS ASSOCIATION
Mr. Jon Carlson
Mr. Maris Moon
Mr. Stephen Dana Nelson
Mrs. Sarianne Zeitounian
INDIO SPRINGS RV RESORT
Mrs. Carla McNamara
SHADOW MOUNTAIN FAIRWAY COTTAGES
Mr. Robert Johnson
Mrs. Mary Papaleo
WATERCOLORS AT LA QUINTA HOMEOWNERS ASSOCIATION
Mr. Ron Denney
Ms. Linda Puckett
Ms. Carol Lea Service
SHADOW MOUNTAIN FAIRWAY COTTAGES
Ms. Kathryn A Budny
Mr. Jason Cook
Mr. Brad Czarske
Mr. Keith Fisher
Mr. Bill Heimkes
Ms. Jean Masters
Ms. Camille Oordt
Mr. Dennis Panzer
Mr. David Sauve
SUMMERSET SPRINGS HOMEOWNERS ASSOCIATION
Ms. Krista Burrell
Mr. Anthony Duran
Mr. Bill Noren
Mr. Paul Pope
Ms. Ingela Sidhu
Mr. Gary Lee Smith
WATERCOLORS AT LA QUINTA HOMEOWNERS ASSOCIATION
Mr. Lorenzo Bartoni
Mr. Christopher Morgan
Ms. Patricia Smith
Ms. Michelle Wulfe
MEAGHAN GAFFNEY-HOWE, CMCA,
Gaffney Group, Inc.
ASHLEY LAYTON, PCAM, AMS, CMCA CO-CHAIR
Premier Community Association Management
JENNIFER JAMES, ESQ. CO-CHAIR
HOA Legal Services
MIKE TRAIDMAN
BOARD LIAISON
Mira Vista at Mission Hills HOA
CHRISTOPHER BAIR
Securitas Security Services
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
JOHN SCHUKNECHT
LaBarre/Oksnee Insurance
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
PHOTOGRAPHY
MATTHEW LAWTON, CIC, CIRMS, EBP OCV Insurance Services matt@ocvinsurance.com 760-774-2099
JAY JARVIS jayj92260@gmail.com 571-235-5420
ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION HOALiving@cai-cv.org
SUBSCRIBER SERVICES
The Coachella Valley HOA Living Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in HOA Living are subject to editing and rewriting by the HOA Living Committee.
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.
Christopher Cellini, Flood Response
Todd Chism, PatioShoppers
Angel Christina, Delphi Law Group, LLP
DJ Conlon, Poppin Promotional Products
Lori Fahnestock, Powerful Pest Management
Dea Franck, Esq., Epsten, APC
Julie Frazier, Frazier Pest Control, Inc.
Victoria Germyn, Teserra
Elaine Gower, The Naumann Law Firm, PC
Michael Graves, SCT Reserve Consultants
Amanda Gray, Harvest Landscape, Inc.
Jennifer James, Esq., 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
Jed Pannell, Distinctive Restoration
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, First Citizens Bank
Become an Educated Business Partner
Call the CAI-CV office or go to
CHAPTER BOARD OF DIRECTORS
PRESIDENT
JULIE BALBINI, ESQ.
Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC
PAST PRESIDENT
CLINT ATHERTON, PCAM
General Manager, Sun City Palm Desert
PRESIDENT-ELECT
ERIN KELLY
AVP, HOA Senior Manager Pacific Western Bank
SECRETARY
BG (RET) GUIDO PORTANTE Director, Mira Vista at Mission Hills HOA
TREASURER
JOLEN ZEROSKI, CMCA VP, Regional Account Executive First Citizens Bank
DIRECTOR
MARK DODGE, CMCA, AMS Branch President & CEO Associa Desert Resort Management (DRM)
DIRECTOR
BRUCE LATTA, CMCA Manager, Indio Properties/President, Desert Cities HOA Council
DIRECTOR
MICHELLE LOPEZ, CMCA, AMS Director of Community Management, Powerstone Property Mgmt.
DIRECTOR
BRIDGET NIGH
Regional Account Manager, BEHR Paint Company
DIRECTOR
LILY ORTEGA, CMCA Office Manager, Pro Landscape
DIRECTOR
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,
or other experts as required.
Julie Balbini, Esq. Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC
Spring is here and the desert’s season is in full swing! Happy March to all our members. CAI-CV has some fantastic programs this month focused on HOA board education, and city workshops for HOA residents and boards in Indio and Palm Desert. I hope you will join us.
On Tuesday, March 5th, the Education and Homeowner Leader Committees will co-host CAI’s Board Certificate course. This all-day Zoom program is designed for HOA board members and covers the essentials of community governance. We encourage all HOA board members to attend and earn their certificate from CAI. Steven Shuey, PCAM, and CAI instructor will facilitate the program. See page 40 for more information.
On Saturday, March 9th, CAI-CV and the City of Indio will host our second HOA Workshop for HOA residents, board members, HOA committee volunteers, and vendors that support HOAs in Indio. The program runs from 9:00 to noon, at Sun City Shadow Hills. Participants will hear from City of Indio’s mayor, city council, code enforcement, vector control, and police, along with representatives from CAI-CV. If you live in or work with HOAs in Indio, we hope you will be able to attend.
Our March Lunch Educational Lunch Program and Mini Trade Show will be on the topic of Water Intrusion and Insurance, with guest speakers, Lisa Tashjian, Esq. from the law firm of Beaumont Tashjian, and Patrick Prendiville from Prendiville Insurance Agency. You won’t want to miss this exciting program, on Friday, March 15th, starting at 11:15 a.m. at Sun City Palm Desert. A registration link can be found on page 22.
Have you ever wanted to learn more about the various management companies in the desert? We have our annual Meet the Management Companies event planned for Friday, March 22nd, beginning at 5:30 p.m. at the Classic Club in Palm Desert. The
top management companies in the Coachella Valley will exhibit their information for CAI-CV’s HOAs and business partners. The Business Partner Committee hosts this event with lavish food, cocktails, and door prizes. Please see page 26 for more information.
On Tuesday, March 26th, the City of Palm Desert is hosting a Town Hall at the Palm Desert City Hall for residents that will cover HOA issues. The purpose is to help residents navigate city departments and know when to go to the HOA for community issues. CAI-CV has been invited to participate. More information is available online and in the Monday Update.
Please join me in thanking the Education Committee for another fantastic Board Member Workshop that took place on Tuesday, February 6th on the topic of codes of conduct, dealing with disruptive residents, and the importance of boards acting as one voice for the community. Our guest speakers were, Kelly McGalliard, PCAM, from PGA West, and Mike Traidman, CAI-CV director, president of Desert Cities HOA Council, and CAMICB Commissioner. More than 50 members attended the meeting.
Thanks again to the Education Committee for a fantastic Educational Breakfast Program on Friday, February 16th called “How to Maximize Your Financials, Budget, and Reserve Study.” Thanks to our guest speaker, Steven Shuey, PCAM, recently retired from Personalized Property Management, and Mike Graves, RS, from SCT Reserve Consultants. Please see the photos and sponsors on page 20.
On Monday, February 26th, CAI-CV hosted a Certified Manager of Community Associations (CMCA) test preparation class that was taught by Steven Shuey, PCAM, for managers getting ready to take the CMCA exam. Also, the Business Partner Committee hosted CAI’s Educated Business Partner (EBP) Course where CAI-CV business members earned their EBP distinction. EBPs are listed on the CAI national website and in CAI-CV’s magazine each month. See page 6 for the
current listing. Our thanks to Amanda Gray from Harvest Landscape, and Jolen Zeroski, from First Citizen’s Bank for facilitating the EBP course.
You can sign up for CAI-CV events and educational programs at: Community Calendar - CAICV. Also, you can use the links in the Monday Update (emailed to all members every Monday). Please see page 40 for upcoming events and programs.
Hope you all have a safe and enjoyable St. Patrick’s Day!
By Ashley Layton, PCAM, AMS, CMCA
Kings Point at Palm Desert was designed and built as "mid-century modern for the masses," not unlike Alexander Homes. Related to Kings Point in Palm Springs (surrounding Indian Canyon Golf Course), both were developed by Kings Point Development, Robert Grundt and David Greene. For the Palm Desert property, their first and only foray into the city, the team hired Hugh Michael Kaptur, a well-known Palm Springs School architect (at 93, he is the last living member of this famed group) to create the plans. Grundt was a prosperous Coachella developer, whose friendships with Frank Sinatra and other celebrities were well documented in the Desert Sun.
Kaptur’s "reflected" six-plex floorplans continue to capture easy desert living just as they did 50 years ago. Some of the key architectural features are:
• Dramatic vaulted living room ceilings with clerestory windows
• "Eyebrows" around windows and doors to shade for a cooling effect
• Angled outside walls between units with overhanging eaves for sun protection
• Slump stone as interior structural support extending into the outdoor patios
• Wide open spaces between units with multiple patios and enclosed inner courtyards
• Double car garages (not the norm in the 1970’s)
• "Stepped back" front entries shaded with trellises – a Kaptur signature, and
• Strategic combination of wood and stucco on chimneys and outside walls.
Built over two years (1974 to 1976), Kaptur’s design nestles beautifully along the south-west slope past Hwy 74 just off Shadow Mountain Drive. With stunning views of the Santa Rosa mountains, Kaptur ensured the roof lines emulated the same shapes. Only 36 condos on two courts (Cactus and Mesquite) were built before the market dipped leaving the remaining 12 cul-de-sacs unbuilt. The single level condominiums are arranged in three and two bedroom plans, each with two bathrooms. Homeowners share the five acre plus freehold property along with two pools, two spas, two tennis courts and lovely expanses of desertscape and turf.
On December 12, 2019, the City of Palm Desert designated Kings Point at Palm Desert the tenth City landmark allowing homeowners to individually apply for the Mills Act which yields a significant reduction on annual property taxes, every year for 10 years!
Our newest board member (one of three) purchased just over a year ago saying, “The three-bedroom layout, private courtyards and stunning views are what drew us to this community.” Twobedroom units are selling in the low $500,000’s, while three bedrooms in the low $600,000’s.
Over the past two years, the board has worked tirelessly with its Finance, Architecture and Landscape committees, in partnership with Reserve Solutions, Roxi Bardwell, to tackle the water use and infrastructure repairs. Using turf-to-desertscape rebates and discontinuing the practise of overseeding, the water costs have dropped by almost 50% and reduced use by 1 million gallons of water per year. Almost $300,000 in infrastructure projects have been completed: new sloped roofs, full property painting, wood repairs. Much is still to be done, but the community is ready to host this year’s Historical Society of Palm Desert’s Modernism Week walking tour – Living Large in Small Spaces. "As a community, we are proud of our history and recently voted to return to our landmark name: Kings Point at Palm Desert!"
Well managed by Premier Community Association Management, Rhonda Drews, Vice-President and her team, our community is just a short walk or drive to El Paseo, the Shops at Palm Desert and many other amenities.
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
Do your HOA residents (and potential home buyers) recognize the value associated with living in your “best practice“ community?
CAI-CV’s Medallion Award Program provides an opportunity for CAI-CV member communities to be recognized for using CAI best practices.
BENEFITS TO YOUR HOA:
• Helps to build positive community spirit.
• Helps preserve and enhance the highlevel character of your community.
• Helps to protect and enhance property values in your community.
• Helps the board and management exceed owners’ expectations.
YOU WILL RECEIVE:
• A professionally made outdoor Medallion Community logo sign that can be mounted to your gate or entrance.
• A professionally designed electronic logo that can be added to your website, business cards, and marketing materials.
• A cover-feature article in CAI-CV’s award-winning HOA Living Magazine
JOIN THE RANKS OF COACHELLA VALLEY MEDALLION COMMUNITIES!
• Desert Shores Resort, Indio
• Indian Ridge, Palm Desert
• Mira Vista at Mission Hills, Rancho Mirage
• Montage at Mission Hills, Cathedral City
• Palm Valley Country Club, Palm Desert
• Sun City Palm Desert
• Victoria Falls, Rancho Mirage
NEXT STEP:
Request an application
Click or Scan the QR Code
(Application includes a questionnaire designed to evaluate an HOA’s best practices in all operational areas. The application is reviewed by CAI-CV Homeowner Leaders who either award Medallion status or provide feedback on areas needing improvement. The first-time application fee for CAI-CV members is $300 with a 2-year renewal fee of $200. Contact CAI-CV (760) 341-0559 or email clockett@cai-cv.org for more information.)
By Christopher Bair
In the realm of residential security, the gatekeepers of tranquility stand vigilant at the entrances of gated communities and homeowner associations. These officers, often the first point of contact for residents and visitors alike, play a crucial role in maintaining safety and order within these exclusive communities. However, the effectiveness of security officers’ hinges not only on their presence but also on the quality of their training and preparedness.
In the dynamic landscape of security, staying abreast of evolving threats and regulations is paramount. For security officers stationed at gated community entrances, comprehensive training is non-negotiable. State-mandated training requirements serve as the cornerstone, ensuring officers possess the necessary knowledge and skills to handle diverse scenarios effectively. From legal obligations to crisis management protocols, adherence to these standards equips officers to navigate complex situations with confidence and competence.
Beyond regulatory compliance, proficiency in life-saving techniques is indispensable. CPR, First Aid, and AED training empower security personnel to respond swiftly and decisively in medical emergencies, potentially saving lives within their communities. In
environments where every second counts, these skills can make all the difference between tragedy and triumph.
Moreover, tailoring training programs to address the specific needs of HOAs enhances effectiveness. Understanding the unique dynamics and priorities of each community enables security officers to tailor their approach accordingly. Whether it's enforcing HOA regulations, managing visitor access, or coordinating with law enforcement, specialized training fosters a deeper understanding of the community's intricacies, thereby bolstering security measures.
workforce, instilling confidence in both residents and stakeholders.
In addition to initial training, ongoing education and skill development are imperative. Security companies must prioritize continual training and pro -
In essence, security officer training transcends mere compliance; it epitomizes a commitment to excellence and safeguarding the well-being of communities. As the frontline guardians of gated neighborhoods and HOAs, security officers bear the weight of responsibility for ensuring peace
"REGULAR REFRESHERS ON LEGAL UPDATES, SITUATIONAL AWARENESS, AND TECHNOLOGY INTEGRATION ARE ESSENTIAL TO MAINTAINING PEAK PERFORMANCE AND ADAPTABILITY."
fessional development to ensure their officers remain at the forefront of best practices and emerging threats. Regular refreshers on legal updates, situational awareness, and technology integration are essential to maintaining peak performance and adaptability.
Equally crucial is the diligence exercised in background checks for all security personnel. Trust is the foundation of any security operation, and rigorous screening processes are essential to upholding this trust. By conducting regular and thorough background checks, security companies can mitigate risks and maintain the integrity of their
of mind and protection for residents. Through rigorous training, continual education, and unwavering dedication, these unsung heroes fortify the barriers against potential threats, embodying the ethos of safety and security that underpins every thriving community.
Christopher Bair is the Business Development Manager at Securitas Security Services in Palm Desert. Christopher can be reached at: (760) 779-0728 or by email at Christopher.Bair@Securitasinc.com.
By Jennifer James, Esq.
This article is part of a series featuring CAI-CV board members and committee chairs. This month, we are featuring Mandie Chlarson, who serves as Chair of the Oktoberfest Committee. Mandie runs NLB Consulting Election Services. NLB is responsible for overseeing the voting process in homeowner’s association elections and offers end-to-end support for organizations, helping to ensure fairness, accuracy, and compliance with regulations in the voting process. Prior to 2017, Mandie worked in the mortgage industry. Having great success in the homeowners' association industry, Mandie took over the everyday management of NLB Consulting in 2022. She feels incredibly fortunate to have an amazing team to work with and looks forward to growing the business while delivering exceptional service.
Mandie is an avid reader who enjoys hiking, attending concerts and spending time outdoors with her family. When she isn’t working, you can find Mandie at the beach with a book in hand or out hiking with her dogs. Born and raised in South Dakota, Mandie moved to California in early 2000 to be closer to family. Together, Mandie and her husband have three children and helped raise two others. Three of their sons and one of their daughters are grown and out of the house, while their youngest daughter is in middle school. In addition to their children, Mandie and her husband are raising fur kids as well. They have an adorable husky and a sweet, but high strung shepherd mix that keep them on their toes.
"MANDIE SAYS HER GREATEST STRENGTH IS ADAPTING TO CHANGING CIRCUMSTANCES. WHETHER IT’S A NEW PROJECT, SHIFT IN PRIORITIES OR UNEXPECTED CHALLENGES, SHE ALWAYS FINDS A WAY TO MOVE FORWARD AND THRIVE."
With a management style that aims to “create an environment that is inclusive, supportive, and transparent, where all individuals are valued and have the opportunity to contribute to their fullest potential,” Mandie says her greatest strength is adapting to changing circumstances. Whether it’s a new project, shift in priorities or unexpected challenges, she always finds a way to move forward and thrive. Mandie considers herself as a “pretty laid-back person,” however, she approaches her career with great enthusiasm. Motivated by knowing that her hard work and determination will help her achieve greater personal and professional success, Mandie is passionate about self-development and improvement in her personal life.
Mandie says that her adeptness at considering diverse viewpoints enables her to approach situations and concepts with empathy, which in turn, “fosters meaningful relationships and contributes to a positive impact.” Finding joy in simple pleasures reminds Mandie what is important in life and helps her stay grounded.
After attending a few CAI-CV networking events, Mandie knew she wanted to be an integral part of our amazing organization. She thoroughly enjoys serving on the Okotberfest committee alongside her sister Bridget Nigh is a CAI-CV Director and works for Behr Paint Company. Mandie is excited to work with a new Oktoberfest theme and venue this year. She believes CAI-CV is greatly underutilized by many business partners, managers and homeowner leaders and hopes to foster more interpersonal interactions. Mandie welcomes anyone interested to get involved and join her committee.
Mandie, thank you for your service to CAI-CV and for your dedication to CID industry! Your enthusiasm is contagious.
Jennifer James, Esq. has been providing legal services to common interest communities since 2003. She is passionate about providing exceptional legal services for her clients. As a former board member of CAI-CV and actively serving on several committees, Jennifer is dedicated to serving the common interest community industry. She can be reached at (760) 702-7929 or jennifer@jenniferjameslaw.com.
By Coachella Valley Water District
Do you know how much water your washer or landscape uses? Or do you think there might be a leak somewhere?
Coachella Valley Water District offers customers a path to owning a two-part digital device that will answer all those questions.
The Flume Smart Home Water Monitor checks your indoor and outdoor water use 24/7. It breaks down water use by individual household appliances and water fixtures, and notifies you if it detects leaks.
Installation instructions come on a mobile app. Putting the device to work can take less than 20 minutes and requires no plumbing.
Fume uses a radio frequency connection between the Flume bridge in your home and the Flume sensor in your water meter pit.
The sensor holds a pack of lithium metal batteries, which provide high energy storage and transmission and long shelf life. If they are low or dead, Flume will notify you via email or in the Flume app. New packs need to be purchased through the Flume website for $19.99.
The Flume works with most home meters. You can check your meter’s compatibility at Flumewater.com.
Cost for CVWD customers is $85 (plus tax and shipping) after discount and rebate, while supplies last. Devices must be purchased online through the manufacturer.
For more ideas: CVWD.org/Conservation
What: Flume 2 Smart Home Water Monitor
Go here: Flumewater.com/partners/ coachellavalleywd
Buy: Flume System for $110, plus tax and shipping
Install system: Download Flume app on your phone or tablet. Fasten sensor to your water meter. Connect the bridge to your home WIFI network.
Rebate: Automatically get $25 refunded back to your credit card
More info: CVWD.org/rebates
he recognized authority in community association law, Fiore Racobs & Powers is a pioneer in residential and commercial community association law in Southern California, strictly limiting its practice of law to representing common interest development associations. Fiore Racobs & Powers has earned the trust and confidence of its clients for more than 50 years. It has four Southern California offices located in Coachella Valley, the Inland Empire, Orange County and San Diego County.
The Firm was founded on the core value of people making a difference through the practice of law. They are dedicated to the success of community associations through the practice of law, the education of their clients and industry professionals, and the advancement of public policy.
• CC&Rs, Rule and Architectural Enforcement
• Legal Opinions
• Elections/Recalls
• Appeals
• Contract Review
The Firm is thirteen attorneys strong. Julie R. Balbini, Esq., who has practiced law in the Valley since 2002, is a shareholder and the Managing Attorney of the Coachella Valley office. She has been very active in CAI-CV, currently serving as President, Board Liaison to the Social Media Committee, and as a member of the Education Committee. Julie was honored with the chapter's 2020 Distinguished Service Award, 2023 Volunteer Business Partner of the Year Award, and the 2023 Educational Program of the Year Award. She is also a former President of the Desert Bar Association.
• Expert On-Site Consultation and Assistance
• Job Walk / Surface Checklist
• Scope of Work Development
• Detailed Property Paint Specifications
A highlight in the firm's history was representing the plaintiff in Villa De Las Palmas Homeowners Association v. Terifaj from trial to the California Supreme Court. In that case, the Palm Springs association sought to enforce a new “no pets” restriction in the association’s amended and restated declaration of covenants, conditions and restrictions. The association prevailed at trial, and in the Court of Appeal. The California Supreme Court then took up the case, and
• Governing Document Amendment
• Assessment Collection
• Litigation
• Small Claims Assistance & Preparation
• General Legal Services
made the landmark ruling that restrictions added to an association's recorded declaration by amendment are entitled to the same presumption of reasonableness as the restrictions in the original declaration.
• Project Records
• Contractor Referral Service
• Training for Maintenance Staff
• Maintenance Account
• Employee and Homeowner Discounts ASK SHERWIN WILLIAMS ABOUT YOUR NEXT REPAINT Thank you
• Professional Interactive Digital Color Renerings Alison LeBoeuf HOA Account Executive (949) 294-3565 alison.l.leboeuf@sherwin.com
The Firm's relationship with CAI began in the early 1980s, when CAI was one of the few organizations that promoted education for community associations and the professionals who support them. The Firm recognized the importance of education to both the industry and legislators in Sacramento. The Firm's founder and President, Richard S. Fiore, Esq., CCAL, played a major role in forming the California Legislative Action Committee ("CLAC") in the 1980's and served as Chair from 1991-1994, during its pivotal growth years. The Firm continues to be active in promoting the industry's objectives in the legislative arena. Fiore Racobs & Powers looks forward to continuing its close relationship with CAI as part of its commitment to making a difference through the practice of law.
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CAI-CV EDUCATIONAL PROGRAM & MINI TRADE SHOW FRIDAY, FEBUARY 16, 2024 SUN CITY PALM DESERT
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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.
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.
• 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
• 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.
• 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.
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By Max Moreno, CLIA, CWME, CIT, QWEL
In an effort to conserve California’s water resources, Governor Newsom signed Assembly Bill 1572 into law on Saturday, October 14th. The law is designed to significantly reduce the use of potable water for irrigating nonfunctional turf, with the goal of enhancing water sustainability across the state.
The law focuses on specific property types, both residential and commercial, where potable water is currently used for nonfunctional turf irrigation. The phased implementation of this ban is scheduled to begin on January 1, 2027. The law emphasizes that using potable water for nonfunctional turf irrigation is both wasteful and inconsistent with the state’s policies regarding climate change, water conservation, and reduced reliance on the Sacramento-San Joaquin Delta ecosystem.
"UNDER THE PROVISIONS OF AB 1572, THE USE OF POTABLE WATER FOR IRRIGATING TURF THAT DOESN’T SERVE RECREATIONAL OR COMMUNITY PURPOSES WOULD BE PROHIBITED."
Under the provisions of AB 1572, the use of potable water for irrigating turf that doesn’t serve recreational or community purposes would be prohibited. Nonfunctional turf is clearly defined within the law as any turf that does not serve a functional purpose. This definition encompasses turf situated in street rights-of-way and parking lots. This includes turf on various property types, such as commercial, industrial, and institutional properties, as well as properties owned by homeowners’ associations, common interest developments, and community service organizations. The law does not apply to residential lawns, apartment complexes, sports fields or cemeteries.
AB 1572 carries significant implications for different property owners, with specific timelines for compliance:
• Homeowners’ associations must transition to reclaimed water for non-recreational areas, starting in 2027 for local governments, 2028 for commercial and industrial properties, and 2029 for common areas in homeowners’ associations.
• Owners of commercial, industrial, or institutional properties with over 5,000 square feet of irrigated area (excluding cemeteries) must certify compliance starting on June 30, 2030, and every three years until 2039.
• Owners of properties with over 5,000 square feet of irrigated common area in homeowners’ associations, common interest developments, or community service organizations must certify compliance starting on June 30, 2031, and every three years until 2040.
If you have any questions regarding the effects this new law will have on your community or how best to comply with the new law, contact your landscaper.
Max Moreno, CLIA, CWME, CIT, QWEL is the VP of Water Conservation at Harvest Landscape Enterprises Inc. He can be reached at (714) 693-8100 or you can reach Amanda Gray, VP of Marketing at Harvest Landscape at Amanda.gray@hlei.us.
By Lorena Sterling, CAFM (Part 2 of a 3-part series)
Ahomeowners association board of directors comes with various forms of knowledge. These volunteers are often expected to be the experts of the community. Reading a financial statement can have a prerequisite of some accounting knowledge but in fact all you need to know is the basics. The HOA’s balance sheet is an easy snapshot that displays the financial strengths of the community. Upon reviewing the balance sheet, a detailed general ledger should match these figures for the given period. A successful balance sheet will align to the following simple formula:
LIABILITIES
The balance sheet will display balances for each bank account. These should match the bank statement, bank reconciliation report, and general ledger. Assets will also include bank accounts, investments, special assessments, accounts receivable and prepaid expenses. Reserve special assessments will create a "Due to From." This is read as the operating account owes the reserve account X amount. This is in part of assessments being deposited into the operating account. At some point the funds will be transferred from one to the other bank account. Significant accounts receivable changes will attribute to the cash flow. Compare the accounts receivable figure to prior months, this is a notion of accounts that may be in the process of liens and foreclosures. The HOA’s collection agency or attorney can attribute to this process. If the balance sheet displays an allowance for doubtful accounts, this figure must be less than the accounts receivable amount. The main goal for the balance sheet is to have more assets than liabilities.
Accounts payable, prepaid assessments and security deposits are some liabilities the HOA may have on its balance sheet and understood as expenses that are owed. These are liabilities that are due within a year, unlike long term loans or deferred revenue they are due after a year.
Observing the reserve funding components or unrestricted funds are a precursor to how the HOA is appropriately
allocating funds which ensures future projects are in the scope of repairs. Also, the Profit and loss figure can guide future expenses according to the current year budget.
Understanding the balance sheet will in turn assist you and the board of directors to make informed financial decisions on behalf of the community. f you find your HOA's financial statements difficult to understand, request time with your financial manager or accountant to define the basics of the balance sheet. Not all balance sheets are alike, but most are easily read if you have the tools to make the sense of each figure.
See Part 1 on page 23 of the February issue of HOA Living Magazine.
Lorena Sterling, CAFM is the Controller at Community Association Financial Services (CAFS). Lorena can be reached at lorena@cafshoa.com
By John Schuknecht, CMCA, AMS
Too bad older communities don’t get to retire!
Older communities face many more challenges than newer communities, this goes without saying. The big problem is all these challenges tend to be related which can cause a snowball effect.
Aging Infrastructure Insurance Claims Higher Insurance Premiums
Water Intrusion Insurance Claims
Higher Insurance Premiums
Aging infrastructure leads to higher claim rates, it is that simple. A new roof is going to have less leaks than an old roof. New plumbing is going to have less leaks than older plumbing. New concrete is going to be flat where older concrete may be lifted creating a tripping hazard. The examples go on and on.
Every time I work with an older community on their insurance, one of the first questions that is asked by the carrier/underwriter is, “What updates have been made?” The carriers are looking for the big-ticket items such as plumbing, roofing, and electrical. If these components have not been replaced or properly maintained the carrier knows claims will be forthcoming (or they are already on your loss history) or they will simply choose to not insure the community.
The challenge our HOA’s face more often than not is proper funding. Many of our communities resurface their roofs, or repave the community streets, but when was the last time the plumbing infrastructure or electrical infrastructure was inspected and/or evaluated, let alone replaced? Without a large special assessment, it is very difficult to fund all of these large projects, but kicking the can down the road is not the answer! With soaring insurance premiums, what can be done? Well, one thing
"WITHOUT A LARGE SPECIAL ASSESSMENT, IT IS VERY DIFFICULT TO FUND ALL OF THESE LARGE PROJECTS, BUT KICKING THE CAN DOWN THE ROAD IS NOT THE ANSWER!"
that can be done is to consider raising your deductibles. If you have a property deductible of $5,000 and you have reported 5 claims, you have now put this on your insurance record for the next 3-5 years which will drive premiums. If you had a $25,000 deductible, it’s likely that some of those claims would not have been filed.
We are recommending to our older communities who have been battling water-related claims or aging plumbing infrastructure is going to a split deductible. What this means is you will have one deductible for your standard covered perils, and another deductible for water damage. As an example, you could have a split deductible of $5,000 for all perils and $25,000 for water
"HAVING THE SPLIT DEDUCTIBLE WITH A HIGHER WATER DEDUCTIBLE KEEPS PREMIUMS DOWN A BIT AND KEEPS SMALLER CLAIMS OFF YOUR RECORD."
damage. Having the split deductible with a higher water deductible keeps premiums down a bit and keeps smaller claims off your record.
Does that mean the unit owner wouldn’t be covered unless the damage was more than $25,000? No, not necessarily. The HOA’s policy and the unit owner’s policy work as a team. The unit owner’s policy should supplement the HOA’s master policy. In the example given above, the unit owner should ensure that their personal policy insures them up to the $25,000 deductible. If that limit is hit, then the HOA’s insurance would kick in. Doing so does put a little more responsibility on the individual owners but remember the HOA’s policy
is serving the entire community, not just one individual. If the association’s premiums rise, everyone’s assessments will also rise to offset the increase cost.
Aging is tough, and for our communities, it can also be expensive. The true answer? Fund your reserves properly and commit to preventative maintenance before you end up falling into the snowball effect. Preventative maintenance is the key to keeping claims off your record, keeping premiums down, and selling your association to insurance carriers. Do not wait for an issue to pop up before action is taken!
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
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By Chris Sigler, B.S.C.E., C.D.T. and Jared Knight
The Coachella Valley is rich in its history – from Hollywood’s influence in the 50’s, 60’s and 70’s, to today’s diverse, sometimes sprawling destination communities and tourist attractions. Over the past four to five decades, common interest developments have filled the Valley stretching from Palm Springs to Indio, making multi-family living the most popular method of home ownership throughout the Valley today.
This age and history have created the challenge of maintaining many of our older properties and their worn-out and in some cases outdated infrastructures. Broadly speaking, two over-arching categories of infrastructure challenges are as follows:
1. Age-related deterioration and regular maintenance to extend useful life:
Examples of major infrastructure components that need ongoing maintenance to avoid wholesale replacement, and what might extend their useful life and indefinitely stunt them as aged infrastructure components:
Waterproofing of balconies, walking surfaces and pool decks with a coating system: Coated surfaces should be re-coated/top coated approximately every three to five years, to maintain the integrity of their walking surface. Many times this is necessary to not only extend their aging process, but to maintain their warranty. A simple top coat, a sealer coat of sorts is the first line of protection for the waterproofing system
and keeps it performing well. If this is reserved properly and performed every regularly, this can extend the aging life of a walking surface indefinitely and save the HOA thousands of dollars in eventual repair costs.
Painting/coatings and sealants for exterior wood and metal components: Painting maintenance intervals are usually substrate-specific. Stucco and masonry generally should be re-painted/coated everysix to twelve years, with wood and metal needing to be re-coated every 5-6 years. These timelines for re-coating vary when color fade and weather exposures determine that an earlier re-coating cycle should be considered. Variables such as moisture, weather and UV exposure will many times shorten the lifespan of the coating and require a “quicker” re-coating cycle. This should be considered when planning your maintenance cycles with your reserve analyst!
By re-coating your metal pool fencing and creating a barrier to protect it from
your irrigation and by painting your wood trim, beams, and other exposed wood infrastructure components, many thousands of dollars in repair costs can be saved! The key is to keep your five to six year cycle for painting your wood and metal, since the exposure to the sun and its UV rays can break down the paint coatings, which is not considered waterproofing but is the first line of defense against mother nature’s elements!
Roofing: Spray foam roofs can last for a significant amount of time, but experts recommend applying recoat every 5-10 years. This helps guard against damage from weather, birds, delamination, water intrusion, etc. With the variables present in roofing (such as tile vs. flat roofs), talk to a roofing professional or consultant for more detailed information about your appropriate components to be protected and the appropriate cycles for your materials and exposures.
Asphalt: Generally speaking, experts recommend you apply a maintenance seal or slurry coat to your asphalt every
three to five years. In the desert, with our extreme UV and heat, that maintenance seal and/or slurry coat becomes crucial to extending the life of your asphalt. Consult with your asphalt expert for more information on your community’s asphalt conditions and specific needs.
Funding for these infrastructure maintenance projects will naturally be funded through a good reserve study and well-funded reserves. To avoid complete replacement of some of these components over time, it is important to keep the association’s reserves well-funded as a high priority, and to maintain the recommended maintenance cycles provided for in the annual study. Many times we find that if reserves are not well-funded, the association is constantly in financial distress, leading to the avoidable and unfortunate need for a special assessment. To avoid those distressing types of assessments, it is imperative that maintenance cycles are kept and that buoyant levels of reserves are a high priority for an association each year!
2. Architectural, governmental and code-related infrastructure component upgrades
Examples of major infrastructure systems or components that might need replacement due to age, emerging technologies or new governmental regulations are:
• Electrical panel replacements
• Solar systems
• Energy efficient windows & doors
• Energy efficient heating and cooling systems
• Water-saving Plumbing fixtures
• Plumbing/re-piping
• Landscaping and irrigation
The challenge of funding these types of upgrades is that they were most likely not planned or reserved for. It is recommended that you consult with your reserve analyst and other industry professionals to properly foresee what long-term costs might lie ahead for these types of systems and in general, to guard against the ills of aging infrastructure components, it is highly recommended that the HOA works
with independent professional advisors to assist the association and guide them through the process of maintaining their community.
No matter how challenging the aging process may be, a thoughtful and forward-thinking approach to maintaining aging infrastructures can be very rewarding if carried out professionally, with the help and counsel of appropriate experts and business partners.
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 SB326 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 Sigler, C.L. Sigler & Associates Cell 408-210-8003 chris@siglercm.com www.siglercm.com
Jared Knight is the Senior Account Manager and Estimator for Precision Construction and Painting in the Coachella Valley and is a member of CAI. Precision Construction and Painting was founded in 2009 and is a family-owned painting and general contracting company that specializes in HOA services, local to the area and covers all of Southern California. Jared also holds certification designations from MPI (Master Painters Institute) and has over 28 years’ experience in the painting industry. Jared Knight can be reached at (760) 600-0587 or by email at jared@precisionpainting.com.
CAI EDUCATION FOR HOA BOARD MEMBERS IN MARCH
FREE & LOW-COST EDUCATION JUST FOR YOU!
CAI NATIONAL’S BOARD CERTIFICATE COURSE
TUESDAY, MARCH 5, 2024 | 9:00 A.M. TO 5:00 P.M., VIA ZOOM
HOA board members can earn their internationally recognized CAI Certificate in board best practices. This day-long course covers board fiduciary duties and best practices for nearly every facet of board leadership. If you live in a condominium, homeowners association, or housing cooperative, you know how important it is to have an effective governing board of directors. The CAI Board Leader Certificate is designed to provide a foundation for effective community association board leadership. Whether you are an experienced board member or just thinking about getting involved, this certificate will help you become a more informed and effective leader.
CAI-CV Cost: $69 (Normally $99) CLICK HERE TO REGISTER
CAI-CV & CITY OF INDIO HOA WORKSHOP
SATURDAY, MARCH 9, 2024 | 9:00 A.M. TO 12:00 P.M. (INCLUDES LIGHT LUNCH)
SUN CITY SHADOW HILLS, SANTA ROSA CLUBHOUSE (81420 NORTH SUN CITY BLVD.)
For HOAs in Indio, this program will help explain how to get things done when navigating the HOA and the City of Indio. Come hear from the Mayor’s office, City Council, Police, Code Enforcement, and other key City of Indio agencies, along with guest speakers from CAI. HOA residents, board members, managers, and businesses that support HOAs in Indio are invited to attend. This event is free for those who register.
Cost: FREE CLICK HERE TO REGISTER
CAI-CV’S EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW
FRIDAY, MARCH 15, 2024 | 11:15 A.M. TO 1:15 P.M., SUN CITY PALM DESERT, MOUNTAIN VIEW (MAIN) CLUBHOUSE
TOPIC: WATER INTRUSION AND INSURANCE
Cost: $42 (Comp tickets available – email clocett@cai-cv.org) CLICK HERE TO REGISTER
CAI-CV’S MEET THE MANAGEMENT COMPANIES
FRIDAY, MARCH 22, 2024 | 5:30 P.M. TO 7:30 P.M THE CLASSIC CLUB, PALM DESERT
Come Meet the Coachella Valley’s top management companies, and enjoy exquisite Classic Club appetizers.
Cost: FREE to HOA Board Members (Must Register) CLICK HERE TO REGISTER
For more information about CAI events in the Coachella Valley, please email executive director, Cal Lockett at CLockett@cai-cv.org.
By Holly Smith, CCAM, CACM, AMS, PCAM
There’s almost never a break in budgeting, just as a new year begins, many community associations across the country have special projects beginning. Budgeting for special projects can be a daunting task, but it’s one that should start well in advance of budget season.
Without an organized plan, issues inevitably arise. Unbudgeted change orders can increase the projected budget or may delay a project entirely. It’s imperative to take into consideration the technical aspect of projects that may require expertise board members and management don’t possess. As such, it’s important for the board to consider hiring a project manager (PM).
A project manager can plan and execute a project on behalf of the board. Some will have a wide range of capabilities and some will have more specific expertise. The most important component is that the consultant works exclusively for and in the best interest of the association.
Ensure your project manager is not associated with any of the companies you are requesting proposals from to maintain an impartial view of the project.
When searching for a project manager, you should make sure they perform the following functions:
• Prepare a detailed scope of work.
• Create a budget with contingencies for unforeseen issues.
• Conduct a bid walk and ensures all proposals are equal in scope.
• Collect and review all the contractor’s information, such as licenses and insurance, to protect the association.
• Counsel the board to help them choose
the right contractor for the community and the job.
• Manage the project during the actual work and act as a liaison between the contractor and the board, ensuring project specifications are followed.
• Close out the project with a full file of documentation for the association’s records.
The list isn’t comprehensive, but it will provide an idea of what to look for when searching for a consultant. A project manager will increase upfront costs, but their expertise will help to avoid additional pitfalls that may increase the overall costs of the project. The consultant will ensure that the job is completed as specified and avoid issues that may warrant unplanned repairs in the future.
Project planning is an ongoing process, not one to be rushed. Associations should continually look ahead and even consider contracting a project manager to assist the board in the planning process. Their expertise can be a huge asset and help prioritize projects based on maintenance needs and in phasing each project appropriately.
A project manager should be considered as essential to your community as any business partner. Just as it’s best practice to hire a professional pest control company to eradicate bug problems, a consultant can help the association avoid project pitfalls, prioritize maintenance needs, and even help educate your community of the necessity of maintenance needs. A project manager is a valued investment in your association’s future and is money well spent.
(Reprinted from CAI's COMMUNITY MANAGER Bi-Monthly Newsletter, Jan/Feb 2024 Issue)
Holly Smith, CMCA, AMS, PCAM, has over 20 years of property management experience within Southern California. Holly works for Associa Desert Resort Management. She can be reached at (760) 346-9918 or hsmith@drminternet.com.
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.
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 committees fall within four major categories. Administrative committees have ongoing responsibilities that keep the Chapter running smoothly. Educational committees focus on providing top-tier education and continuing education units (CEUs) for all members. Membership support committees focus on specific needs of each of the three major membership groups: business partners, homeowner leaders, and community association managers. Networking and fundraising committees plan networking events to raise support for CAI-CV’s educational programs.
HOA Living Magazine Committee
• Publication of CAI-CV’s Award-Winning Monthly Magazine
• Advertising in HOA Living
Legislative Support Committee
• Choose & Support CLAC Delegates
• Keep Members Apprised of HOA Legislation
• Grassroots Lobbying
• District Meetings with Legislators
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
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
Business Partner Committee
• Onboarding New Business Partner Members
• Organize Mini Trade Shows
• Outreach to Potential Business Partners
• Develop Marketing & Networking Opportunities
Homeowner Leader Committee
• Onboarding for New Homeowner Leader Members
• Outreach to Potential Homeowner Leaders
• Homeowner Leader Education & Publications
• CAI-CV Medallion Community Program
• CAI Homeowner Leader Certificate Program
• Desert Cities HOA Council
Professional Managers Committee
• Onboarding for New Manager Members
• Outreach to Potential Manager Members
• Career Development & Statewide Job Board
• CAI-CV Carol A. Fulton Scholarship Fund
• Higher Education for Managers
• CAI National Courses & CAI Professional Designations
NETWORKING & FUNDRASING COMMITTEES
Awards Committee
• Annual Awards & Recognition Event
Bowling Committee
• Annual Bowling Tournament
Wine Tasting Committee
• Annual Wine Tasting Event
Golf Committee
• Annual Golf Tournament(s) Oktoberfest Committee
• Annual Oktoberfest Celebration
First Name:
Last Name:
Employer/Company/Association Name:
Mailing Address:
City:
State: Zip:
Work Phone:
Cell Phone:
E-Mail Address:
I understand the 2 to 3 hour per month time commitment required to serve on a CAI-CV committee and I understand that if I miss 3 or more meetings, I may be removed from the committee.
Please submit forms to clockett@CAI-CV.ORG. Please call the CAI-CV office if you have questions, (760) 341-0559.
I WANT TO VOLUNTEER FOR THE FOLLOWING CAI-CV COMMITTEES
Awards Committee
Bowling Committee
Business Partner Committee
Education Committee
Golf Committee
HOA Living Magazine Committee
Homeowner Leader Committee
Legislative Support Committee
Oktoberfest Committee
Professional Managers Committee
Social Media Committee
Volunteer Committee
Web & Tech Committee
Wine Tasting Committee
49950 Jefferson Street, Suite 130-117
Indio, CA 92201
CAI’S BOARD CERTIFICATE COURSE
WHEN: Tuesday, March 5, 2024, 9:00 AM-4:00 PM WHERE: Zoom
REGISTRATION: SPONSORSHIPS:
CAI-CV & CITY OF INDIO HOA WORKSHOP
WHEN: Saturday, March 9, 2024, 9:00 AM – 12:00 PM WHERE: Sun City Shadow Hills
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CAI-CV EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW
TOPIC: Aging Infrastructure, Water Intrusion, and Insurance
WHEN: Friday, March 15, 2024, 11:15 AM WHERE: Sun City Palm Desert
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CAI-CV MEET THE MANAGEMENT COMPANIES
WHEN: Friday, March 22, 2024, 5:30 PM WHERE: Classic Club, Palm Desert
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CITY OF PALM DESERT TOWNHALL - HOAs
WHEN: Tuesday, March 26, 2024, 2:00 p.m. to 4:00 p.m.
WHERE: Palm Desert City Hall Council Chamber
No Registration Needed – Cost: Free
CAI’s CALIFORNIA LEGISLATIVE ACTION COMMITTEE (CLAC)
TOPIC: Board Member Duties & Roles
WHEN: Tuesday-Thursday, April 2-4, 2024
WHERE: California Capitol, Grand Sheraton Sacramento –In Person or Zoom
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CAI-CV’s BOARD MEMBER WORKSHOP BOARD MEMBER DUTIES & ROLES
WHEN: Tuesday, April 9, 2024, 8:30 a.m.
WHERE: Zoom
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CAI-CV’s EDUCATIONAL LUNCH PROGRAM & MINI TRADE SHOW
TOPIC: Rules, Guidelines, Enforcement, and Conflict Resolution
WHEN: Friday, April 19, 2024, 11:15 a.m.
WHERE: Sun City Palm Desert
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