CAI-CV May HOA Living

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!

NEW AND RENEWING MEMBERS

NEW BUSINESS PARTNERS

FRONTIER COMMUNICATIONS

Stephanie Kilroy (603) 731-7731 stephanie.kilroy@ftr.com

QUALITY GREEN LANDSCAPING

Mr. Moises Dios Martinez (760) 347-4640 moises@qualitygreenlandscape.com

SPECTRUM COMMUNITY SOLUTIONS

Ms. Sheila Radaza (760) 674-5644 sheila.radaza@charter.com

RENEWING BUSINESS PARTNERS

ARTISTIC MAINTENANCE, INC.

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

BARCODE AUTOMATION, INC.

Mr. Ryan Waxberg (407) 327-2177 ryan@barcode-automation.com

DIVERSIFIED WATERSCAPES, INC.

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

FRAZIER PEST CONTROL, INC.

Ms. Julie Frazier (760) 328-6115 julie@frazierpestcontrol.com

GREEN BRYANT & FRENCH, LLP

Mr. Ronald M. Green (760) 346-9310 rgreen@gbflawyers.com

HARVEST LANDSCAPE ENTERPRISES, INC.

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

HOTWIRE COMMUNICATIONS

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

KASDAN TURNER THOMSON BOOTH LLP

Mr. Ritchie Lipson, Esq. (866) 578-3328 rlipson@kasdancdlaw.com

MCKENZIE MENA, LLP

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

NLB CONSULTING

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

PRESTIGE PAVING COMPANY

Mr. Brian Beckner (951) 270-2999 Brian@PrestigeCompany.net

ROSEMAN LAW, APC

Mr. Steven Roseman, Esq. (310) 266-7004 roseman@roseman.law

SUPERIOR ROOFING

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

SWEDELSONGOTTLIEB

Ms. Sandra L. Gottlieb, Esq. (310) 207-2207 (202) slg@sghoalaw.com

UNITED PAVING CO.

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

NEW MANAGER MEMBERS

DESERT RESORT MANAGEMENT

Mr. Nikola Garabiljevic (760) 702-6104 nikolag@drminternet.com

PREMIER COMMUNITY ASSOCIATION MANAGEMENT

Mr. Marc L. Guiragossian (760) 345-2449 (1024) mguiragossian@brcpcam.com

RENEWING MANAGER MEMBERS

ALBERT MANAGEMENT CORPORATION

Mr. David M. Scott, AMS, PCAM (760 )774-0071 davescott@att.net

DESERT RESORT MANAGEMENT

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

Mrs. Shelly Bricker, CMCA (760) 346-1161 (7775) sbricker@drminternet.com

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

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

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

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

Ms. Jessica Jimenez (760) 797-6243 jjimenez@drminternet.com

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

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

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

MISSION LAKES COUNTRY CLUB

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

PALM DESERT GREENS ASSOCIATION

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

PDTC OWNERS ASSOCIATION

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

PALM DESERT RESORTER ASSOCIATION

Renee Bender, CMCA (760) 345-1954 (102) renee@resorterhoa.com

PREMIER COMMUNITY MANAGEMENT, INC.

Miss Ashley Layton, CMCA, AMS, PCAM (760) 345-2449 alayton@brcpcam.com

PRO LANDSCAPING, INC.

Ms. Liliana Ortega, CMCA (760) 834-1472 lily@proland-inc.com

SUN CITY PALM DESERT COMMUNITY ASSOCIATION

Mrs. Jayme Littlepage Fakehany, CMCA, AMS (760) 808-0821 Jayme.Fakehany@scpdca.com

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

THE SPRINGS

Ms. Jennifer C. Zeivel, CMCA, AMS, PCAM (760)324-2131 (204) jzeivel@thespringsrm.com

RENEWING MANAGEMENT COMPANIES

CID CONSORTIUM, LLC

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

PERSONALIZED PROPERTY MANAGEMENT CO.

Mr. Richard Warfield (760) 325-9500 rwarfield@ppminternet.com

PRIME ASSOCIATION SERVICES

Ms. Shelie Xanthos (800) 706-7838 sheliexanthos@theprimeas.com

NEW HOMEOWNER LEADERS

CANYON COVE OWNERS ASSOCIATION

Mr. Elliot Gregg

Ms. Nancy Burke

Ms. Susan Byron

Ms. Leslie Frank

Mr. Peter Lancellotti

CASA DORADO AT INDIAN WELLS ASSOCIATION

Mr. James Domke

Mr. Tom Hulbert

Mr. Thomas Dean Sager

INDIAN RIDGE HOMEOWNERS ASSOCIATION

Mr. Richard Crispo

MIRA VISTA AT MISSION HILLS

Mr. Tim Bancroft

Ms. Georgene Fairbanks

Mr. Nigol Manoukian

MISSION LAKES COUNTRY CLUB

Mr. Brian Brooke

Mr. James Lahti

MOUNTAIN VILLAS HOA

Ms. Pauline Vernon

PALM DESERT COUNTRY CLUB HOMEOWNERS ASSOCIATION

Ms. Cheryl Mena

Ms. Jeilyn Planos

Mr. Ray Rieger

Mr. Raymond Rieger

PALM REGENCY

Ms. Judith Helder

Mr. Alec Hughes

Ms. Robyn Pierce

Ms. Lorene Reist

ST. AUGUSTINE OWNERS ASSOCIATION

Mr. Lark Baskerville

Ms. Peggy Jensen

VIA ISLA HOME OWNERS ASSOCIATION

Mr. Scott Barnard

Mr. Ross Jamison

RENEWING HOMEOWNER LEADERS

CATHEDRAL CANYON COUNTRY CLUB HOA – 7

Ms. Susan Wells

SAN MARINO ESTATES - R.M.

Ms. Michelle Guy

SANDHURST COVE HOMEOWNERS ASSOCIATION

Mr. Leroy Kaiser

Mr. James Miller

Mr. Rick Pearson

ST. AUGUSTINE OWNERS ASSOCIATION

Mr. Benjamin Boish

Mr. Stuart Sweetser

Mr. Jack Woods

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

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.

UPCOMING EVENTS

3,

and Bolts of Restating Your Governing Documents Friday, May 17, 29024. 11:15, Sun City Palm Desert

CAI-CV’s Comedy Night Friday, June 7th, 5:30 p.m., Sun City Palm Desert, Sierra Ballroom

Education for Managers & Trade Show (8 CEUs) Friday, July 26, 2024, 8:30 a.m. to 5:00 p.m.

CAI-CV Annual Bowling Tournament Friday, July 12, 2024, 5:30 p.m., Palm Springs Lanes

CAI Annual Conference & Exposition, Las Vegas Live Classroom Courses, May 6-8 Conference, Wednesday, May 8 – Saturday, May 11, 2024

PAST EVENT PHOTOS & SPONSORS

April 19, 29024, Successful Rules

Connecting at the Capitol Advocacy Week In Sacramewnto Tuesday, April 2 – Wednesday, April 4, 2024, Sacramento

Choose

Educated Business Partners

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

Micha Ballesteros, Cartwright Termite & Pest Control, Inc.

Roxi K. Bardwell, Advanced Reserve Solutions, Inc.

Rodney Bissell, Bissell Design Studios, Inc.

Gary Butler, Asphalt MD's

Linda Cardoza, Alliance Association Bank

Will Cartwright, Cartwright Termite & Pest Control, Inc.

Christopher Cellini, Flood Response

Todd Chism, PatioShoppers

DJ Conlon, Poppin Promotional Products

Lori Fahnestock, Powerful Pest Management

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

Banc of California

Megan Kirkpatrick, Kirkpatrick Landscaping Services

Jared Knight, Precision Construction & Painting

Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP

Matt Lawton, CIC, CIRMS, OCV Insurance Services

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, LaBarre/Oksnee Insurance Agency

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

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 Banc of California

SECRETARY

BG (RET) GUIDO PORTANTE Director, Mira Vista at Mission Hills HOA

TREASURER

JOLEN ZEROSKI, CMCA VP, Regional Account Executive First Citizens Bank

DIRECTOR

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

contained herein without seeking more

or

as required.

President’s Message

Julie Balbini, Esq.

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

Happy May! The Valley is heating up, and many of our part-time residents are heading to cooler climates. Hopefully, we will see a slower pace as we approach summer. For CAI-CV, however, late spring brings opportunities to catch up on networking and educational programs.

On Friday, May 3rd, the Chapter will host its annual Spring Golf Tournament – Around the World in 18 Holes. Imagine traveling around the world in one day! CAI-CV’s tournament is a fun day of golf where managers play for free! It’s a “shotgun” start at 7:30 a.m. on the Santa Rosa Course at Sun City Palm Desert, and Sponsors will host food and beverages from different countries on every hole. Nongolfers are welcome to play with some of our more experienced golfers or just walk the course and join us for the delicious awards luncheon. Managers and community board members play for free! See page 10 for links to sign up.

CAI will hold its National Conference and Trade Show at Caesars Palace in Las Vegas from May 8th through May 11th. All CAI members are invited to attend three days of fantastic classes, great food, and outstanding networking opportunities. See page 38 for more information.

Our May Educational Lunch Program and Mini Trade Show will be held on Friday, May 17th at 11:15 at Sun City Palm Desert. The topic is “Nuts and Bolts of Restating Your Governing Documents” and our guest speakers are Alison Greiner, Esq., Senior Attorney, for the law firm of Adams Stirling, PLC, and CAI-CV Past President, Nena Rutherford-Milward, CCAM, CMCA, AMS, PCAM, Association General Manager, Rancho La Quinta. Get your tickets early - our April program sold out. See page 16 for more information.

Please join me in thanking attorney Mark Guithues, Esq. (Community Legal Advisors, Inc.) for planning and speaking at two programs in April. Mark presented an excellent Board Bootcamp on Tuesday, April 9th, via Zoom. Eighty community board members signed up to attend. And on Friday, April 19th, Mark and Executive Community Manager Kaylynn Hudson, BA, CCAM (The Management Trust) were guest speakers for an outstanding Educational Lunch Program and Mini Trade Show entitled “Successful Rules Enforcement A-Z.” The luncheon sold out and 25 business partners participated in the trade show. Thank you, Mark, and Kaylynn, for a terrific program. See photos and sponsors on page 24.

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 44 for upcoming events and programs.

On behalf of the CAI-CV leadership team, we wish you an enjoyable and safe May!

Julie

Travel with us around the world in one day!

FOOD & BEVERAGES FROM 18 COUNTRIES

PUTTING CONTEST | HOLE-IN-ONE PRIZE CLOSEST TO THE PIN CONTESTS | LONGEST DRIVE CONTESTS

CANNON SHOT | GOLF DART GAME | DOOR PRIZES | AWARDS LUNCHEON

THANK YOU TO OUR SPONSORS

TITLE SPONSOR

Allied Universal Security Services

GOLFCART SPONSORS

Associa Desert Resort Management

Delphi Law Group, LLP

HOLE BOOTH SPONSORS

A7 Group

Allied Universal Asphalt MD’s

Classic Photo Booths

Diversified Waterscapes, Inc.

Dunn-Edwards Corporation

Frazier Pest Control

Hotwire Communications

NPG Asphalt

Roof Asset Management

Southwest Landscape

Southwest Security

Spectrum Community Services

Sun King Electric

HOLE IN ONE SPONSOR

Pro Landscaping, Inc.

SWAG BAG SPONSOR

BEHR Paints

WATER SPONSOR

Enterprise Bank & Trust

TROPHY SPONSOR

EmpireWorks

Fiore Racobs & Powers, A PLC

Vintage Landscape

CLOSEST TO THE PIN CONTEST – WOMEN

EmpireWorks

CLOSEST TO THE PIN CONTEST – MEN

Sierra Dawn Estates HOA

LONGEST DRIVE - WOMEN

C.L. Sigler & Associates

PHOTO SPONSORS

EmpireWorks

Precision Construction & Painting

Securitas Security Services

AVAILABLE SPONSORSHIPS

GOLFCART SPONSOR

$1,000, Limit 3, 2 Registrations (One Available)

PRO DRIVE HOLE SPONSOR

$750, Limit 1, 2 Registrations (Pro on hand to help players drive the ball) (One Available)

CANNON HOLE SPONSOR

$750, Limit 1, 2 Registrations (Sponsor hosts the cannon shot on their hole) (One Available)

DART BOARD HOLE SPONSOR

$750, Limit 1, 2 Registrations (Sponsor hosts the golf dart board on their hole) (One Available)

GRAND PRIZE SPONSOR (Six Available)

$750, Limit 6, 2 Registrations (Sponsors help sell tickets, run drawing)

RESERVED TABLE OF EIGHT

$500, Limit 12, 8 Registrations for Luncheon (12 Available)

GOLF TOWEL SPONSOR

$500, Limit 1, 2 Registrations ( Sponsor supplies golf towels with logo) (One Available)

GOLF BALL SPONSOR

$500, Limit 1, 2 Registrations (Sponsor supplies golf balls for players) (One Available)

TEE & BALL MARKER SPONSOR

$500, Limit 1, 2 Registrations (Sponsor supplies tee & ball markers) (One Available)

TROPHY SPONSOR

$500, Limit 4, 2 Registrations (One Available)

LONGEST DRIVE CONTEST – MEN

$450, Limit 1, 2 Registrations (Sponsor to bring $150 Gift Card Prize for winner) (One Available)

FOOD SPONSORS

Vista Paint Corporation

Payne Pest Management

SCHOLARSHIP SPONSOR

Sierra Dawn Estates HOA

MULLIGAN SPONSORS

FirstService Residential Ivan's Painting

NLB Consulting

The Judge Law Firm

GREEN SIGNAGE SPONSORS

Epsten, APC

Palm Springs Leak Detection

FOURSOME SPONSORS

Allied Universal AMS Paving

Asphalt MD’s X2

Associa Desert Resort Management X2

EmpireWorks

First Citizens Bank

Flood Response X2 one yellow

Harvest Landscape

Horizon Lighting

Hotwire Communications

Ivan’s Painting

Kings III

LaBarre/Oksnee X2

O'Connell Landscape

Roof Asset Management

Sherwin Williams Paints

Spectrum Community Services

The Judge Law Firm

The Naumann Law Firm, PC

FOOD SPONSOR

$400, No Limit, 1 Registration

CLAC SPONSOR

$400, No Limit, 1 Registration

SCHOLARSHIP SPONSOR

$400, No Limit, 1 Registration

GREEN SIGNAGE SPONSOR

$300, No Limit, 1 Registration (Sponsor gets sign on green.)

Santa Rosa Cove ASSOCIATION

By Ashley Layton, PCAM, AMS, CMCA

The Santa Rosa Cove Association is a planned development adjoining The La Quinta Resort & Club and the Mountain & Dunes Golf Courses on Eisenhower Dr. in La Quinta.

The Association has 334 mediterranean style homes in 85 residential buildings. Although they may look somewhat like condominiums, the homes are attached single family residences. Each owner owns his/her portion of the building and his/her portion of the land. The HOA maintains the stucco exterior and the roof, and insures the structures. Six floor plans are offered ranging from 1,396 to 2,286 sq. ft, two-bedroom/two-baths up to three-bedrooms/ three-and-a-half-baths. Prices range from $500,000 to $1,200,000. Sample plans can be viewed on the Association’s website, www.srchoa.com.

MANY AMENITIES ARE INCLUDED IN THE $630 MONTHLY ASSESSMENT.

• Ten pools and spas

• Three tennis courts

• Care and pruning of over 2,000 trees; 24 types and 5 varieties of palms

• Roof and stucco maintenance

• Private street maintenance

• 24 hour staffed entry gates and patrol

• Landscape maintenance on the exterior of the home (excluding courtyards and patios)

• Onsite Management

• Pete Dye clubhouse which is also open to the public.

The community has invested $500,000 on upgrading their irrigation efficiency over the past decade to help with water conservation. The association has also implemented LED lighting on almost all the 600 outdoor lights, which has helped battle rising utility costs.

Being tucked back into the mountains, The Santa Rosa Cove Association owners enjoy the peacefulness and beauty of stunning natural surroundings.

THE ASSOCIATION IS GUIDED BY A SEVEN-MEMBER BOARD OF DIRECTORS, WHO ARE SUPPORTED BY 3 COMMITTEES:

• Architectural and Landscape

• Ad Hoc Budget

• Ad Hoc Security

The association works with numerous CAI-CV business partners including: Asphalt MDs, Allied Universal, Horizon Lighting, Vantage Point Construction, Roof Asset Management, and Vintage Landscape.

The community was recently awarded CAI-CV’s prestigious Medallion Community status, an award given to only a handful of Coachella Valley associations that are managed according to CAI’s best practices. The Santa Rosa Cove board is to be congratulated. Their hard work is preserving and enhancing the character of the community, protecting and enhancing property values, and exceeding the expectations of their owners. For more information about CAI-CV’s Medallion program, click or scan the QR code.

The Santa Rosa Cove Association is managed by Dave Scott, MCAM-LS, PCAM with Albert Management. Dave can be reached at 760-777-7621 or via email at dave.scott@albertmgt.com.

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

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.

• 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

• Santa Rosa Cove, La Quinta

• Sun City Palm Desert

• Victoria Falls, Rancho Mirage

• Santa Rosa Cove Association, La Quinta

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.)

MEET THE COMMITTEE CHAIR

Barbara Dugan, AMS, CMCA, Chair, Awards Committee

By Jennifer James, Esq.

This article is part of a series featuring CAI-CV Board members and committee chairs. This month, we are featuring Barbara Dugan, AMS, CMCA, who serves as Chair of the Awards Committee. Barbara is a community association portfolio manager with Premier Community Association Management, a management company that was established in 2021 and is a rapidly growing division of the Buck Reynolds Corporation. The company’s mission is to provide the highest quality professional management services. Barbara strives to uphold this mission and says, “My greatest professional achievement is my successful relationships with my boards, homeowners, and my peers in the industry. The job is challenging sometimes, but I genuinely love working with people as a career.”

Barbara grew up in Orange County but has been visiting family in Coachella Valley since her childhood. She considers Coachella Valley to be “home.” Barbara received a bachelor’s degree in business administration from University of Central Florida (UCF) with a minor in psychology and received her Licensed Practical Nurse (LPN) certification shortly thereafter. Although Barbara worked in healthcare for several years in pediatric nursing, much of her career background is in mortgage banking. As an experienced mortgage underwriter for over 20 years, Barbara is familiar with the corporate structures of homeowner associations and their governing documents, which has been a great segway into community management.

Family is very important to Barbara. She has a 26-year-old son, who is an active-duty Army Medic stationed at Ft. Cavazos (formerly Ft. Hood) and currently finishing his bachelor’s degree

“My greatest professional achievement is my successful relationships with my boards, homeowners, and my peers in the industry. The job is challenging sometimes, but I genuinely love working with people as a career.”

in nursing while serving. When Barbara isn’t at work, her three extremely spoiled dogs, Bruno, Lucy, and Winston, keep her busy. Barbara’s grandmother, Catalina Porras, who recently passed away in December at 93 years old, was the very first Miss Coachella back in 1947. With a family that has been involved in local politics and education locally for over 60 years, Barbara feels deeply rooted in the Coachella Valley and loves serving her community.

Barbara keeps herself busy when she is not managing communities. She not only volunteers for our CAI-CV chapter on both the Awards Committee and Golf Committee, but Barbara also owns a small mobile business as a makeup artist and airbrush tanning expert called Bohemian Body Company. It’s not all work and no play though. Barbara says, “Balance your work life and personal life. It is ok to take that break, and mentally refuel. Self-care is vital.” Barbara refuels herself with travel, even

if it’s just a weekend getaway to Big Bear or the beach. Barbara also enjoys live music, watching our Coachella Valley Firebirds games, polo matches, and tennis matches during the season, and considers herself a “great golf cart driver,” but do not ask her about her handicap!

Barbara is very committed to clear and informative communication and strives to receive feedback (both good and negative) openly. She tries to formulate strategies for each community based on their unique needs and nuances. With a desire to collaborate and problem solve, Barbara says, “What works for one community and board may not necessarily work for another. Adapting to those needs is key to a successful career in community management.” And adaptation is just what Barbara does as a community manager even if it involves cleaning up a Jello wrestling match – true story!

Barbara is looking forward to another successful year as the chair of the Awards Committee and also looking forward to providing support to the Golf Committee.

Barbara, thank you for your service to CAI-CV and for your dedication to CID industry! We appreciate you!

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.

Managing Governing Document Upgrades

Steven Shuey, PCAM, CCAM

Community associations are great places to live. As buyers consider purchasing within a community, lifestyle is one of the most important considerations. Typically, potential buyers receive information on a community’s lifestyle from the real estate agent. Although agents are knowledgeable about the community, the “real truth” can only be found in the governing documents. As we all know, verbal assurances do not hold much weight in a real estate transaction.

As a manager for many years, I can tell you that new owners do not want their first communication from the HOA to be a violation letter. This is why it is so important for communities to establish a “Welcome Committee” to onboard new residents including new

owners and renters. They can provide copies of the governing documents to new residents, and a walk-through of the most important items and even provide warnings about things like parking on the street at night, hopefully before a car is towed. Setting expectations early on helps everyone.

The catch with highlighting the governing documents with new residents is that you are also highlighting any problems you may have if they are not current. For example, old rules that are not enforced, bylaws that have outdated material, or Covenants, Conditions, and Restrictions (CC & Rs) that are not current. It becomes difficult for anyone to provide comfort and understanding when reality doesn’t line up with the written word.

The governing documents are essentially the Bible of the community. These documents are intended to explain, in good detail, the lifestyle of the community. They set expectations for the HOA governance and the residents. They are only effective if they are accurate and correct, without a lot of unnecessary verbiage. Governing documents should be easy to understand, which is rarely the case.

Here’s why many governing documents are a mess. The initial documents are written by the developer and their legal advisors (hopefully). Often, the initial documents contain verbiage intended to protect and authorize the

"Governing Documents be easy to understand..."

developer as they complete the development. Once the community has been turned over to the association’s control, and the transition is complete, the developer leaves altogether. It is critical that all the governing documents get reviewed and updated following the turnover. The language referencing the developer should be removed to eliminate confusion.

As the community ages, demographics change. The young become old and the old may move on. Rules and regulations that worked well in a prior age may not work well in today’s age. For that reason, a best practice is for the board to take the time periodically to review the governing documents and confirm that all provisions still apply to the community as it exists today.

In some cases, simple amendments may be all that is needed. Sometimes a complete restating of the documents works better. A board of directors should work with the association’s attorney to decide what would work best for their community.

There are three primary documents that need to be reviewed and updated. Two of them require a membership vote to get changes approved. One, however, the rules and regulations (which may include sub-sets like architectural guidelines and collection policies, etc.), can be updated without a vote, although there are procedures that need to be followed for rule revisions.

The two documents that require membership approval are the CC&Rs and the

association’s bylaws. Communications with the membership before and during the process is important. Make residents aware of the initial review, the findings, and the recommendations from professional advisors (attorney, managers, engineer, architect). Allow residents to review changes and make comments. Remember, you want them to vote favorably to enact the changes. Holding multiple votes is expensive.

We recommend setting up a “Governing Document Review Team” that includes any appropriate professional advisors including the association’s attorney, and also includes community representatives to ensure the changes align with current demographics. Including resident representatives also helps to gain buy-in with other residents.

When the revisions are near completion, consider holding a town hall meeting that offers residents an opportunity to ask questions and make suggestions. Always have a visible scribe (secretary) taking notes for later review.

Depending on the length of time it takes to gather all the revisions (I’ve seen some that took two to three years) you may need to hold one last town hall meeting just prior to the vote. With methodical planning, the use of professional advisors, and deliberate communications, you have a good chance of gaining approval on the first go-around.

Governing Document Review Teeam

Getting a vote from apathetic homeowners has always been difficult. We recommend starting to talking about the need for changes early and continuously. Mention it in newsletters and community events. Hopefully, you will generate enough interest to gain enough votes.

"CC&Rs and the association’s bylaws require membership approval.

For example, when the idea of reviewing the documents is first placed on the agenda for a board meeting, mention it in a follow-up newsletter. The first comment might read: The board discussed the idea of updating the association’s governing documents. There will be more news as this develops.

Steven Shuey is a retired community association consultant from Personalized Property Management. He serves on CAI-CV’s Education Committee, Chairs the Strategic Planning Committee and has served many years, and as president of the Chapter Board of Directors. He holds CAI’s top professional community manager designation, the Professional Community Association Manager (PCAM). He serves on CAI’s National Faculty and is a past board member of the APCM. He may be contacted at IslandMgr@aol.com.

Generate Intrest

Friday, May 17, 2024, 11:15 a.m.

CAI-CV EDUCATIONAL PROGRAM & MINI TRADE SHOW

NUTS AND BOLTS OF RESTATING YOUR GOVERNING DOCUMENTS

• Compliance with Legally Mandated Updates

• Best Practices – What Information Should be Included

• Voting Process

• Galvanizing Homeowners to Vote

• Governing Document Hierarchy & the Law

• After the Election – What Happens Next?

GUEST SPEAKERS

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Senior Attorney

Adams | Stirling PLC

Nena Rutherford-Milward

CCAM, CMCA, AMS, PCAM

Association General Manager

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CALL TO ACTION

Oppose FCC Ban on Bulk Billing for Broadband

By Dawn Bauman, CAE

eratives, public housing, and other multi-tenant buildings.

CAI is concerned this proposal will have a negative impact on residents such as seniors, fixed-income individuals, and students. Such a change will result in increased costs and lower quality service. Bulk billing agreements for broadband access through condominiums and homeowners’ associations are proven to benefit residents with lower costs, improved infrastructure, and faster internet access.

The FCC is considering a proposal to ban bulk billing for broadband access, and it needs to hear from your member of Congress regarding how bulk billing is beneficial to residents in condominiums and homeowners associations.

Please contact your Member of Congress today to urge them to stand up for their constituents.

Please urge your US Representative to add their name to a letter supporting bulk billing to the FCC. The campaign is being led by Florida Reps. Darren Soto and Gus Bilirakis.

Please urge your US Senator to contact the FCC Chair and Commissioners to maintain bulk billing arrangements.

Support Broadband Access Bulk Billing Arrangements! CLICK or Scan the QR.

In 2010, the FCC found bulk billing arrangements “predominately benefit consumers.” CAI filed comments in 2010 supporting bulk billing arrangements and continues to support these types of arrangements.

CAI believes the FCC’s prior decision enables consumers to aggregate their purchasing power. CAI also believes current providers are competitive as organizations receive multiple bids offering lower rates compared to those paid by individuals negotiating for service on their own. Service providers invest upfront for all-fiber and other state-ofthe-art infrastructure for the premises, often improving the quality of service available to consumers.

Dawn Bauman, CAE, is the Chief Strategy Officer for CAI. She can be reached at government@caionline.org or by phone at (703) 867-5588.

By Nigel Mendez

Comedy Night

FRIDAY, JUNE 7, 2024

5:30 PM to 7:30 PM

SUN CITY PALM DESERT, SIERRA BALLROOM

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THANKS TO OUR SPONSORS

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TITLE SPONSOR

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THOUGHTFUL PROTOCOLS FOR *BEAUTIFUL* COMMUNITIES

THANK YOU!

Guest Speakers

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Senior Community Association Manager

The Management Trust, Desert Division

Mark Guithues, Esq.

President

Community Legal Advisers, Inc.

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CAI-CV LEG DAYS IN SACRAMENTO

APRIL 2-4, 2024 | SUN CITY PALM DESERT

WELCOME ABOARD

By Meaghan Gaffney-Howe, CMCA, AMS

Welcome Aboard, Mission Landscape Companies!

Now celebrating their 50th year in business, Mission Landscape offers clients quality landscape services that include architecture, development, maintenance, water management, tree care, and their Landscape 360 mulch facility. With 500 employees, Mission Landscape’s service areas include the counties of Sacramento, Orange, Los Angeles, San Bernardino, and Riverside, with offices in the Coachella Valley, Riverside, Ontario, Chino, Santa Ana, Irvine, Los Angeles, and Lake Forest.

Mission Landscape is consistently awarded at least three landscape beautification awards each year. They boast a 99.98% damage-free record at the over 67,000 sites that they serve and have serviced, and are proud of their an average emergency response time of 17 minutes. Mission Landscape offers a portal for client boards and management to view work orders and invoices online. Their unified team has a goal to beautify the environment. They accomplish this by sticking to their core values:

• Service

• Teamwork

• Integrity

• Quality

• Service

Stacey Garnham Director of Business Development Mission Landscape Companies

Members of CAI-CV, Inland Empire, Orange County and Los Angeles, as well as the California Association of Community Managers, Mission Landscape is licensed through California State Contractor’s Licensing Board, and holds a Certified Arborist License, QAL License, and Pest Control License.

Mission Landscape is excited for this opportunity to meet and educate CAI-CV members on proper landscape practices. Always available for site inspections, job walks, and interviews with board and management, their goal is to partner with the communities as the landscaping expert, helping to create beautiful landscaping along the way. They are also available for lunch and learns and enjoy creating fun activities and events to build and strengthen professional relationships.

Stacey Garnham is the Director of Business Development for Mission Landscape Companies. Raised in

Michigan, as a child Stacey loved to ice skate, ride snowmobiles, go sledding, and dance. Fast forward to now, Stacey still enjoys dancing, as well as bike riding, music, art, and travel. She loves to connect with friends and family as often as she can, and her 8-year-old granddaughter is her pride and joy!

Headquarters:

Mission Landscape Companies 16672 Millikan Avenue Irvine, CA 92606

Stacey can be reached at 909-563-6553 or sgarnham@missionlandscape.com.

Sharon Rocco is the Vice President of Business Development and can be reached at 714-448-3775 or srocco@missionlandscape.com.

Mario Tapia is the Regional Manager and can be reached at 909-841-1738 or mtapia@missionlandscape.com. Visit www.missionlandscape.com for more information on the services that are offered by Mission Landscape Companies that can benefit your community!

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

Association Upgrade

The Value of Restating Governing Documents

By Troy A. Kennedy, Esq.

Our computers do it; our cell phones do it—why not our associations? Software upgrades are important for electronic devises to keep them up-todate and properly working. But unlike software upgrades that are automatically sent to our electronic devices overnight while we are sleeping, boards of directors have to be intentional about upgrading their association’s governing documents. As years pass and laws change, governing documents can become obsolete, expensive to interpret, slow down productivity, and cause conflict. Much like bugs in software, over time governing documents, especially CC&Rs, show their defects, flaws and inadequacies. If the HOA equivalent to software patches are amendments to governing documents, then a restatement is more like an entire version upgrade.

Some view an association’s original CC&Rs and bylaws like the United States Constitution, a document that is intended to live forever with very few amendments. They wonder why is it important or necessary to update or restate the CC&Rs or Bylaws. This hesitation in modifying the underlying documents that form and govern a homeowners association is normal and in some cases even prudent. However, unlike the Constitution, CC&Rs and bylaws for homeowners associations were not drafted with the intent that they would last forever— in some cases the opposite is true, developers anticipate their original governing documents will be modified or wholly replaced at some point once a homeowner

based board of directors takes control of the association.

Indeed, reasons abound for revising or restating CC&Rs and Bylaws. Some associations regularly experience pesky issues related to interpreting maintenance, repair and replacement responsibilities in CC&Rs: who is responsible for a pipe leak—the HOA or the owner? Who is required to waterproof balconies? Who is responsible for front yard landscaping, fences or parkways in front of a house? Questions like these plague some associations and cause them to

spend valuable time addressing disputes while racking up legal fees. This time and money could be better spent on more productive and beneficial uses that benefit all homeowners. Restated CC&Rs can bring an end to such turmoil. Some CC&Rs contain very old insurance provisions that mandate insurance coverages at limits that have now become all but cost prohibitive in some areas of California. A board of directors is put in an unenviable situation when, on the one hand, they are obligated to follow these burdensome CC&Rs provisions, but on the other hand, doing so could mean purchasing insurance with premiums that have skyrocketed nine-fold. At the end of the day, homeowners feel the pricing pain when antiquated CC&Rs demand high assessments to support high insurance premiums. Amending or restating such CC&Rs would help relieve such financial burdens.

With all the rain that California has recently received, many associations have been faced with a stunning number of water intrusion claims and concomitant homeowner-association disputes. Naturally, when water flows, mold follows. Water intrusion and mold disputes are another set of issues that keep boards and managers distracted, and association attorneys busy. The atmospheric rivers that have submerged California has exposed latent defects and vulnerabilities in association CC&Rs. For example, many older CC&Rs

do not address prevention or responsibility for mold. Such vulnerabilities are further exacerbated by the fact that most insurance policies do not cover mold claims. Confusion from CC&Rs that are inadequate or silent about water intrusion responsibilities can quickly mount and cause a dizzying array of frustration. These situations call for— even scream for—the need to restate the CC&Rs to clarify or plainly address mold and water intrusion responsibilities.

Bylaws are also susceptible to becoming out of date and needing an upgrade. In the year 2020, a change to California Civil Code §5105 went into effect which removed all associations’ ability to suspend voting rights and limited the director qualifications that could be imposed in bylaws. With the enactment of Senate Bill 323, which became §5105, every association bylaw provision that gave boards of directors the right to suspend a member’s voting rights due to unpaid fines, for example, became unlawful and unenforceable.

Every bylaw provision, for example, that required owners to be residents at the association to qualify as a candidate for the board became illegal. Amendments and restatements to bylaws are needed to remove such antiquated language that may be misleading to both boards and homeowners.

Boards may also want to consider restating their bylaws to address issues related to electioneering. Suppose an association allows proxy and cumulative voting, while these legal devices could be beneficial when properly used, far too often, in the association context, they are abused by a small few who seek to control the entire association using these methods. A restatement could eliminate these weapons of manipulation. The same is true for the creation of term limits, which could help relieve the undue influence of a board regime. Restatements that implement term limits restrict the number of years any member of the association can serve as a director.

“MUCH LIKE BUGS IN SOFTWARE, OVER TIME GOVERNING DOCUMENTS, ESPECIALLY CC&RS, SHOW THEIR DEFECTS, FLAWS AND INADEQUACIES.”

“BYLAWS ARE ALSO SUSCEPTIBLE TO BECOMING OUT OF DATE AND NEEDING AN UPGRADE”

Associations experiencing difficulty meeting quorum for director elections would also benefit from a restatement. Some associations go for years without having a successful election due to a lack of quorum. Bylaws can be restated to remove the quorum requirement for director elections thereby allowing the members who vote to have their vote count.

Most original CC&Rs and bylaws are littered with antiquated references to the “Declarant” and state at length all of the rights and remedies available to the Declarant; however, many homeowners read their CC&Rs and bylaws, and wonder who is the Declarant and why are there so many provisions favoring the Declarant. (For those who might be wondering, simply stated, the Declarant is the person or entity that creates the original governing documents and who is sometimes known as the developer

or builder of the association’s building structures.) After the Declarant has sold all of its units or lots, and its interests and liabilities to the association have terminated, the provisions in the governing documents referencing the Declarant become useless. Restating the CC&Rs and bylaws will remove and discard lengthy references to the Declarant, allowing only pertinent and relevant provisions in the governing documents to remain which increases readability and minimizes confusion with the documents. Owners will better be able to get down to the brass tacks of the CC&Rs and bylaws and understand their rights and responsibilities.

Another benefit that often comes with restating CC&Rs and Bylaws is the inclusion of matrixes in the documents. Some people may be unfamiliar with what the industry calls a Maintenance Responsibility Matrix (MRM). An MRM is a chart that serves as a quick reference, allowing readers to locate a component (for example sliding glass door, landscaping, plumbing, windows, etc.) and

"...THE TRUTH ABOUT SOFTWARE UPGRADES IS

THAT

THEY DO NOT HAPPEN OVERNIGHT."

quickly identify how the maintenance, repair and replacement responsibilities are allocated between the association and the homeowner. Seeing this information in table form is much easier to understand and faster to assimilate than an attorney-written, legalese filed CC&Rs provision. Matrixes for voting and elections can also be included in restated bylaws. Matrixes save time and money for associations because boards and managers are able to more quickly provide responses and take action when critical issues occur.

Based on my experience as a computer engineer I can say this, the truth about software upgrades is that they do not happen overnight. They are typically the result of hundreds of hours of programing, testing, quality control and deployment. Association upgrades through restatements follow a similar process. Boards of directors and/or restatement committees will have to spend time figuring out the association’s needs, an attorney will spend time drafting the restated documents to ensure they meet the association’s needs and are in compliance with the law. After that, numerous meetings and communication exchanges will follow. When done right, like the relief felt from the confusion and frustration of a slow laptop or cell phone, restated CC&Rs and bylaws can remedy a long felt need for clarity and organization in any association. Then, one day, with a successful membership election, the CC&Rs and bylaws will be approved and the association upgraded.

Troy A. Kennedy, Esq. is an attorney with Adams | Stirling, PLC and represents residential and commercial associations. You can reach Troy at tkennedy@adamsstirling.com or (424) 370-0250.

Jamie Hackwith

By Meaghan Gaffney-Howe CMCA, AMS

We are pleased to welcome Jamie Hackwith to CAI-CV. New to the Prendiville Insurance Agency team, Jamie has more than 20 years of HOA management experience. Jamie has earned CAI’s distinguished CMCA, AMS, and PCAM certifications. He has also been an active member of CAI, serving on the CAIOrange County Regional Chapter Board of Directors for six years and as chapter president in 2013. He also served as the chapter’s delegate to the California Legislative Action Committee (CLAC) for three years. His leadership and expertise have greatly influenced community management, driving growth and fostering strong community relations. Jamie's commitment to advancing industry standards is reflected in his multiple industry awards and educational contributions. Join us in welcoming Jamie!

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

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ENSURING SECURITY EXCELLENCE:

The Importance of Annual Post Order Updates in Gated Communities

By Christopher Bair

Guard-gated communities epitomize the pinnacle of residential security, offering peace of mind and a sense of exclusivity to its residents. However, maintaining such standards requires meticulous attention to detail, especially concerning the guidelines set forth in security post orders. Here are the possible areas that should be included in your annual updates:

SECURITY OFFICER DUTIES AND RESPONSIBILITIES

• Clearly delineate roles and expectations to ensure smooth operations.

• Establish protocols for greeting guests, patrols, access control, and incident response.

COMMUNITY RULES AND REGULATIONS

• Reinforce adherence to community standards and enforce policies uniformly.

• Provide guidance to officers on handling rule infractions effectively and respectfully.

PHONE ETIQUETTE

• Define courteous and professional communication practices for interactions with residents and visitors.

• Ensure that officers represent the community positively in all communications.

EMERGENCY PREPARATION AND RESPONSE

• Outline procedures for various emergencies, from medical incidents to natural disasters.

• Specify points of contact and escalation protocols for swift and efficient responses.

SECURITY OFFICER SAFETY

• Prioritize the well-being of personnel through comprehensive safety protocols.

• Equip officers with the knowledge and tools to mitigate risks effectively.

SECURITY OFFICER TRAINING REQUIREMENTS

• Mandate ongoing training to keep officers abreast of evolving security threats and best practices.

• Ensure that all officers are adequately equipped to handle their responsibilities competently.

SECURITY OFFICER UNIFORM REQUIREMENTS

• Maintain a professional appearance that instills confidence and authority.

• Specify uniform standards for consistency and professionalism.

INCIDENT REPORTING METHODS

• Streamline reporting procedures to facilitate accurate documentation of incidents.

• Enable timely analysis and resolution of securityrelated issues.

COMMUNICATION WITH MANAGEMENT

• Foster open lines of communication between officers and management for seamless collaboration.

• Facilitate feedback loops to continuously improve security operations.

ACCESS CONTROL RULES FOR GUESTS

• Implement robust visitor management software to regulate guest access effectively.

• Balance security with hospitality to create a welcoming yet secure environment.

VEHICLE COMMUNITY PATROL DUTIES

• Detail responsibilities for patrolling the community to deter crime and ensure safety.

• Incorporate vehicle inspection and monitoring procedures to enhance security measures.

In conclusion, annual updates to your Security Company’s Post Orders serve as the cornerstone of a successful security presence in gated communities. By addressing these critical components comprehensively, communities can uphold their commitment to safety, security, and resident satisfaction.

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.

When to Hire a Professional Project Manager

By Holly Smith, PCAM and Jared Knight

The extent of a professional HOA manager’s responsibilities can seem daunting to say the least. After all, there are very few other jobs where the professional is required to know so many different trades and specialties. Managers are expected to understand best practices in many industries and be capable of advising a board with sound strategies for maintaining common area holdings, from roads to clubhouses and golf courses. Their clients, HOA members (boards and residents) are emotionally connected to every facet of their work because what they do impacts, in most cases, the value of their most important asset, their home. The gravity of this, as well as the pressure, is part of the dayto-day life of an association manager. Managers are truly the “jack of all trades, master of none.”

Managers must know when a job is too big for them to take on personally. For regular maintenance-type projects such as painting, asphalt, or roofing, the manager can usually rely on their

licensed contractor for most of the project management. However, as we all know, not every job fits into the “regular maintenance” box. When the scope of work is beyond the manager’s capabilities and jobs that require coordinating multiple contractors, it is usually in the HOA’s interest to hire a professional project manager (PM).

How can a manager know when hiring a PM is the right move?

CONSIDER THESE FIVE QUESTIONS:

1. Does the repair go beyond routine maintenance?

2. Is the scope of work complicated, requiring coordination of multiple contractors?

3. Will it be difficult to get competitive, apples-to-apples bids?

4. Will this project eliminate many one-at-a-time repairs that are eating into your budget?

5. Do you want to have full accountability without personally taking on the risk?

If the answer to these questions was yes, it is time to talk with some PMs! Here’s why. A PM will write a comprehensive scope of work and create the RFP before soliciting bids, which levels the playing field and ensures truly competitive bids. A PM will also handle the budgeting for the project, including contingencies for miscellaneous expenses and costs so that you stay on budget. The PM will act as

your “project police’ to ensure things are done as they should be, providing a high level of quality control for the association. All of these benefits will keep costs in line and help protect the association.

The PM is a true advocate for the HOA. They are independent from the businesses contracted to perform the work and their job is to represent the interests of the HOA first. They help hold everyone accountable to a high-quality standard, and they help keep things running smoothly and on time.

As communities age, it is even more important to have a PM as part of your HOA management team. Addressing the needs of aging infrastructure can be overwhelming for the association. In the Coachella Valley, we have many communities that are forty years or older. Underground utilities, sewer connections, old septic systems, gas lines and more can fail and are often not included in older reserve

planning. These complicated projects deserve the attention that a PM can offer. Boards are always concerned about spending, as they should be. When the association has a licensed professional on the board, it is tempting to ask them to manage complicated projects. Afterall, board member Joe is a retired engineer –let’s ask him to be the PM. While this may work out fine, it is risky. A manager’s job is to ask “what if (you name it) happens? They do this so they can advise the board to follow a path that minimizes their liabilities. This is often carried out by

advising a board to use professionals, even if they have professionals on their board. Using a third-party professional and relying on their recommendations goes a long way to protecting the board should something bad happen. In most cases, as long as the board follows the advice of the third-party professional, the liability stays with the professional, not the board. Hiring a PM on complicated projects can minimize the board’s liability.

A PM can also help a board develop a maintenance plan with budgets to help take them through their needed maintenance for many years to come. A project manager will know how to evaluate things that may not be on our radar like waterproofing, proper drainage, materials usage and life expectancy. Their observations can also be used to update the association’s reserve study to help get the most accurate picture of funds needed for future repairs.

The PM can become one of your most valuable partnerships because their expertise and knowledge can also lead to valuable relationships with skilled tradesmen who can perform regularly scheduled maintenance.

As a professional manager, it is important to know when to introduce a professional project manager to your board. It often comes down to considering the worst-case scenario, and then deciding how to protect your association from risk. It may be time to start introducing your association board to a quality project manager.

Holly Smith, CMCA, AMS, PCAM, is Director of Community Management for Associa Desert Resort Management. She can be reached at (760) 346-1161 or by email at hsmith@drminternet.com.

Jared Knight is Senior Account Manager for Precision Construction and Painting. He can be reached at (805) 724-6837 or by email at jared@precisionpainting.com.

ATTENTION

COMMUNITY ASSOCIATION MANAGERS AND ASSISTANT MANAGERS SAVE THE DATE FOR CAI-CV’s

Community Association Manager Day

EDUCATION SESSIONS | JULY 26

CAI-CV invites you to CAMDAY, our annual all-day manager educational event, tailored specifically for professional community association managers and assistant managers featuring a lineup of unique and exciting courses, topics, and speakers designed to enhance your professional skills and knowledge taught by industry professionals.

Managers Earn 8 Continuing Education Units (CEUs)

Registration: 8:30 a.m.,

Program: 9:00 a.m. - 5:00 p.m.

HAPPY HOUR, 5:00 p.m.

Sun City Palm Desert

Join us for a full-day of training, featuring a diverse range of educational sessions.

• Engaging courses led by industry experts covering key topics in community association management.

• Opportunities for networking and collaboration with fellow managers and industry professionals.

• Insightful presentations and discussions to address current challenges and explore innovative solutions.

Join us for a day of learning, networking, and professional development. CAM Day is designed to support your continued growth and success in managing communityassociations effectively.

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How to Detect Water-Wasting Leaks

By CVWD

TO CHECK FOR LEAKS, TRY THESE TIPS:

1. Look at your water meter before and after a two-hour period when no water is used. If the meter changes, you probably have a leak.

2. Check your water bill. Is your water use higher than usual?

3. Put a few drops of food coloring in the tank at the back of your toilet. Let it sit for 10 minutes. If color shows up in the bowl, you have a leak. You may want to replace your old toilet flapper. If it is torn or worn, it can silently leak thousands of gallons a year.

4. Listen for drips from bathroom and kitchen faucets. Old and worn washers and gaskets can cause leaks. A leaky faucet that drips at the rate of one drip per second can waste more than 3,000 gallons per year --- the equivalent of taking 180 showers.

5. Pay attention to leaking showerheads. At 10 drips per minute, waste can top 500 gallons per year. That’s the amount of water it takes to wash 60 loads of dishes in your dishwasher.

OTHER

PLACES TO LOOK FOR LEAKS:

1. Under the bathroom, kitchen, and laundry room sinks. Check for pooling water under pipes and rust around joints and edges.

2. Under the clothes washer. Pooling water could mean a supply line leak.

3. Under the water heater, dishwasher, and refrigerator. Pooling water or rust could mean a supply line leak.

The New Green - Embracing Turf Change

Navigating California's Water Landscape with AB 1572

By Amanda Gray

Water conservation in Southern California is a way of life, not just a buzzword. Our State recently passed legislation, AB 1572, that limits some types of turf plantings. This article will help you understand how AB 1572 impacts HOAs, and how to master the art of state-mandated water-wise living in the Coachella Valley.

UNDERSTANDING WATER USAGE:

Our State's precious water supply demands careful stewardship, especially when it comes to landscaping.

Potable water is for sipping, while non-potable water is for sprinkling.

Non-potable water can be accessed from agricultural canals, golf course ponds, uncertified wells, or recycled water.

Potable water is the water CVWD delivers for drinking and human consumption. AB 1572 aims to curb the excessive use of potable water on nonfunctional turf. Turf that serves no purpose (aesthetics is no longer considered an appropriate purpose for turf) like parkways, small islands of lawn, or any decorative grass that is more for looks than utility. Fortunately, front yards are, at this point, deemed functional, as are parks, and other grassy areas that could be used for recreational activities.

Implications of AB 1572: AB 1572 isn't just about rules and regulations; it is about reshaping our approach to water usage. By restricting potable water for nonfunctional turf, the law seeks to encourage us to rethink our landscaping practices.

For Coachella Valley HOA’s, this means embracing functional turf areas that serve a purpose beyond mere aesthetics and finding ways to eliminate turf areas that serve no real purpose.

Benefits of Nonfunctional Turf: If done well, transitioning to functional turf will not just be about following the law; but will be about reaping the rewards. By cutting back on water and maintenance, HOA’s can save money and resources while contributing to a “greener” environment. Many communities find that by planting a variety of new drought resistant plants and promoting biodiversity in areas that were previously nonfunctional turf they achieve new beauty and sustainability.

Transition Plan: Change can be daunting, but with the right plan in place, it will be manageable. HOA’s affected by AB 1572 that can pivot to non-potable water for irrigation should start exploring this option soon. These projects can take some time. Collaborating with local agencies will help ensure a smooth transition. While the law will not be implemented until 2027, proactive planning is key to meeting the 2029 deadline.

EXPERT TIPS FOR NAVIGATING AB 1572:

1. Start Early: Do not wait until the last minute to address AB 1572. Begin the transition process as soon as possible to ensure a smooth and timely compliance. Take stock of your HOA's current landscaping practices. Identify areas of nonfunctional turf that may need to be converted and evaluate water usage patterns. Help will likely be available but the demand for funding will be high.

2. Engage Stakeholders: Involve HOA board members, property managers, and residents in the transition process. Encourage open communication and collaboration to gain

support for the changes. Keep homeowners informed about AB 1572 and its implications for the community. Provide educational materials, host informational sessions, and encourage water-wise practices among residents.

3. Conduct a Water Audit: Partner with local water agencies, your landscaper, or a landscape consultant to conduct a water audit for your HOA. This will help identify areas for improvement and develop a customized water conservation plan.

4. Explore Rebates and Incentives: Take advantage of rebates and incentives offered by the Coachella Valley Water District (CVWD), Desert Water Agency (DWA) or one of the other local agencies for transitioning to non-potable water and implementing water-saving measures. These programs can help offset costs and make compliance more affordable.

5. Implement Sustainable Practices: Embrace sustainable landscaping practices that reduce water usage and promote biodiversity. Consider xeriscaping, native plantings, and drip irrigation systems to minimize water waste.

6. Plan for Maintenance: Partner with a Qualified Water Efficient Landscaper (QWEL) specializing in water conservation and develop a maintenance plan for your new landscape to ensure its long-term success. Schedule regular inspections, adjust irrigation schedules seasonally, and address any issues promptly to preserve water efficiency.

7. Stay Informed: Keep abreast of updates and developments related to AB 1572 and water regulations in California. Stay connected with industry organizations like CAI-CV, attend seminars, and seek guidance from experts to stay ahead of the curve.

8. Seek Professional Assistance: If navigating AB 1572 feels overwhelming, don't hesitate to seek help from professionals like QWEL landscapers, landscape architects, or water consultants. They can offer valuable insights and support to ensure your HOA meets regulatory requirements while maintaining a beautiful and sustainable landscape. AB 1572 isn't just a law; it's an opportunity to make a difference. By embracing the challenge of AB 1572 with optimism and determination, Coachella Valley HOAs can lead the charge in water conservation. Together we can turn this regulatory shift into a triumph for our community and the environment alike.

Amanda Gray, As Vice President at Harvest Landscape Enterprises, Inc., Amanda leverages two decades of experience to lead marketing strategies, emphasizing brand clarity and expansion while cultivating partnerships. Actively engaged in industry associations like CAI and CACM, she's recognized for her contributions to Southern California's CID sector, demonstrating leadership both in marketing and landscape expertise and driving growth and innovation at Harvest.

"AB 1572 AIMS TO CURB THE EXCESSIVE USE OF POTABLE WATER ON NONFUNCTIONAL TURF."

Insuring Agreements and Your Governing Documents

By John Schuknecht, CMCA, AMS

When it comes to restating your governing documents, you should consider visiting and reviewing as many items as possible. If you have recently made some changes to your governing documents, you probably found out it can be a little more expensive (and time-consuming) than one might think. Between working with legal counsel, preparing the material, printing, postage, having an inspector of elections, etc., charges can add up quickly. It may be my opinion, but I would rather address as much as possible at one time opposed to restating your documents now for one item, then again in the future for another item and again in the further future for another.

As insurance premiums continue to soar, many HOA’s are looking at how their communities are insured. Insurance professionals determine how to insure a community by looking at the CC&Rs. As HOA’s continue to search for premium relief, adjusting their insuring agreement can be a way to do so. Because the CC&Rs state how to insure a community a CC&R amendment is generally required to change the insuring agreement.

When it comes to condominium association’s there are three ways to insure the buildings:

1. Bare Walls:

• Coverage excludes property within the units and just covers the structures up to the interior drywall. No coverage for fixtures, cabinets, floor, or wall coverings, etc. With this coverage, a unit owner will need to insure all interior items (standard items or improvements) with a unit owners policy.

2. Single-Entity (Original Specification):

• Property included in the units which was initially installed in accordance with the association’s original plans and specifications or a replacement of like kind and quality. Does not include improvements or betterments. Unit owners can insure improvements and betterments separately on a unit owners policy.

3. All- In (All Inclusive):

• Property included in units which was initially installed in accordance with the association’s original plans and specifications, or a replacement of like kind and quality, but also includes improvements and betterments made at the expense of/or acquired by the unit owner. This can include such items as; completed additions, fixtures, permanently installed machinery & equipment, fire extinguishing equipment, outdoor furniture, appliances used for refrigerating, ventilating, cooking, dishwashing, laundering, floor coverings, wall coverings, cabinets, etc. With this type of coverage, the unit owner only needs to insure their personal property.

To oversimply, Bare Walls is going to provide the least amount of coverage, All- In is going to provide the most, and Single- Entity is going to be right in the middle. I am not suggesting that one coverage is better or worse than another. There are pros and cons to each. Bare Walls is going to be the least expensive option for the Association while All- In is going to be the most expensive for obvious reasons (more coverage). Having a Bare Walls policy may provide some premium relief

Property Coverage Insuring Agreements for Residential

to the Association, but the individual unit owners would be responsible for a bit more. Having an All-Inclusive policy is going to be more expensive for the Association, but individual unit owners will be responsible for less.

As mentioned, if you are looking to restate your governing documents, I would suggest looking at multiple aspects of your governing documents and taking multiple things into consideration due to the time-consuming process and financial aspects of completing a document change. Looking at your insuring agreement is just one example. If you have questions about insuring agreements or are interested in hearing more about the pros and cons of each, consult with your insurance professional!

John Schuknecht CMCA, AMS is an Account Executive with LaBarre/Oksnee Insurance Agency. John can be reached at (657) 207-4789 or by email at JohnS@hoa-insurance.com.

Live Classroom Courses May 6–8 | Las Vegas, NV

Earn continuing education credits toward your CAI credentials and redesignations. Unable to attend the 2024 CAI Annual Conference & Expo? No problem. You can still register for pre-conference courses and earn your credits. Click below for details and registration.

• May 6-8, 2024 - M-100: The Essentials of Community Association Management

• May 7, 2024 - M-201: Facilities Management

• May 7, 2024 - M-202: Association Communications

• May 7, 2024 - M-203: Community Leadership

• May 6-7, 2024 - M-204: Community Governance

• May 6-7, 2024 - M-205: Risk Management

• May 6-7, 2024 - M-206: Financial Management

• May 7, 2024 - M-400: Contemporary Issues in Community Association Management

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MAY

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