CAI-CV June HOA Living 2024

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In high school, Mike was caught digging a pool behind the football field… by hand! Today he remodels pools! Was there ever any doubt?

Remodeling pools and Back yards since 1969

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NEW AND RENEWING MEMBERS

NEW BUSINESS PARTNERS

BERG INSURANCE AGENCY

Ms. Kimberly Lilley, CMCA, CIRMS (800) 989-7990 (Ext. 230) kimberly@berginsurance.com

HOA INVEST (KEYSTONE PRIVATE WEALTH)

Mr. John Polovick (760) 818-7020 JP@KeystonePW.com

PRECISION CONCRETE CUTTING

Mr. Gary Beneduci (888) 881-9616 gary@safesidewalks.com

TEM SYSTEMS/GATEHOUSE SOLUTIONS

Mr. Ryan Mcintosh (800) 777-8912 ryan.mcintosh@temsystems.com

TGT SECURITY CORP.

Mr. Nicholas Galvan (760) 391-1334 tgtsec07@gmail.com

RENEWING BUSINESS PARTNERS

BEAUMONT TASHJIAN

Ms. Tawnee N. Guerra (818) 884-9998 TNGuerra@HOAattorneys.com

BIG SKY GATE KEEPER

Mr. Patrick R. Ross (760) 346-9090 bigskygatekeeper1@verizon.net

C.L. SIGLER & ASSOCIATES, INC.

Mr. Chris Sigler (408) 922-0262 chris@siglercm.com

CLINE AGENCY INSURANCE BROKERS

Mr. Timothy Cline (800) 966-9566 (22) tim@clineagency.com

DELPHI LAW GROUP, LLP

Mr. James R. McCormick, Jr., Esq. (844) 433-5744 (707) jmccormick@delphillp.com

DISTINCTIVE RESTORATION

Mr. David Snell (760) 989-4179 inspectordavidsnell@gmail.com

EPSTEN, APC

Ms. Jenniffer Serrano (800) 300-1707 jserrano@epsten.com

OWENS, MOSKOWITZ AND ASSOCIATES, INC.

Mr. John Kraul (949) 851-5020 (Ext. 12) john@raocpa.com

SOLAR CENTRAL INC.

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

URBAN HABITAT ENVIRONMENTAL LANDSCAPE

Melissa Rexilius (760) 972-2195 melissa@myurbanhabitat.com

RENEWING MANAGEMENT COMPANIES

ACTION PROPERTY MANAGEMENT, INC.

Mr. Matthew Davidson, CMCA, AMS, PCAM (949) 450-4399 (Ext. 3601) mdavidson@actionlife.com

ALBERT MANAGEMENT CORPORATION

Ms. Lori Albert (760) 346-9000 lori@albertmgt.com

HOA ORGANIZERS, INC.

Mrs. Shauna A. Gatlin, CMCA (661) 478-1688 shauna@hoaorganizers.com

NEW MANAGER MEMBERS

PGA WEST

Mr. Marcus Humberto Rivera (760) 574-0363 marcusr@pgawest.org

WHITESTAR MANAGEMENT

Mr. Jed Pannell (760) 773-0123 (Ext. 297) jed@whitestarmgmt.com

RENEWING MANAGER MEMBERS

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

BIGHORN HOMEOWNERS ASSOCIATION, INC.

Ms. Rosanna Cardenas, CMCA, AMS (760) 859-5067 rcardenas@bighorngolf.com

PALM DESERT RESORTER ASSOCIATION

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

LAKES COUNTRY CLUB ASSOCIATION

Ms. Teresa Ann Falconer, CMCA, AMS (760) 568-4321 (Ext. 1122) tfalconer@thelakescc.com

MARABELLE ESTATES

Mr. John Edwards (760) 323-7157 managermarabelle@gmail.com

PERSONALIZED PROPERTY MANAGEMENT CO.

Mr. David Schuknecht, AMS, PCAM (760) 574-8179 david@ppminternet.com

PREMIER COMMUNITY MANAGEMENT, INC.

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

SEABREEZE MANAGEMENT COMPANY, INC.

Mr. Jonathan Wolkowicz, CMCA, AMS (442) 282-0347 wolkowicz.j@gmail.com

VINTAGE GROUP

Ms. Catherine Baker, CMCA (760) 346-1161 catherine@vintagegroupre.com

VIP MANAGEMENT

Ms. Heather Farmer (760) 567-7901 heather@vip-mgmt.com

NEW HOMEOWNER LEADERS

CANYON COVE OWNERS ASSOCIATION

Elliot Gregg

EL DORADO PALMS ESTATES COMMUNITY ASSOCIATION, INC.

Mr. Michael Albert

Mr. Reynaldo Bermudez

Mr. Gene Brake

Mr. Randy Brown

Mr. Pete Carroll

Ms. Diane Graham

Mr. Gaetan Gravel

Mr. Jeff Johnston

Mr. Michael Mazzuca

Mr. DeWayne Musick

Mr. Dave Nyberg

Mr. Joe Ratliff

Mr. Musick Sebastian

Dr. Michael Ludwig Stemmeler

Mr. Harry Tripp

LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION

Linda Baughman

MIRA VISTA AT MISSION HILLS

Mr. Ernie Gaschler

Mr. Jim Houchin

Ms. Shelly Sepulveda

MISSION LAKES COUNTRY CLUB

Mr. Walt Dwyer

Mr. Michael Jennings

Ms. Helen Jones

POLO CLUB MAINTENANCE ASSOCIATION

Mr. Michael Heiken

Mr. Dennis Orsborn

SUN CITY SHADOW HILLS

Ms. Linda L. Aasen

Mr. Terry Coon

Ms. Agnes Kessler

Ms. Barbara Prezlock

Mr. Larry Siegel

VERANO AT RIO VISTA VILLAGE

Mr. Ruben Hernandez

Mr. Rodney Jones

Mr. Alfonso Napoli

Ms. Mercedes Segall

VILLA CABALLEROS

Mr. Mark Davis

Mr. Michael P. DeLauzon

Dr. Brian Earp

Mr. Michael Patrick Fitzgerald

Mr. Rodger VanHyfte

RENEWING HOMEOWNER LEADERS

Mr. Elbert Jones Jarvis, II

Ms. Natalie W. Woodard

CORONADO GARDENS HOMEOWNERS ASSOCIATION

Mr. Bill Emery

Ms. Kay Gates

Ms. Jean Padilla

DESERT BRAEMAR, INC.

Mr. Frank Balthis

Ms. Kim Batutis

Mr. Gary Bongarzone

Mr. Gerald Fletcher

Mr. Wade Garner

Mr. Carl Goretta

Mr. Tim Hennessy

Mr. Gary Manchester

Ms. Cheryll Meredith

Ms. Bonnie Muench

Mr. Doug Thompson

Mr. Robert Yates

MISSION LAKES COUNTRY CLUB

Mr. Steven Ekstrand

Ms. Jaime Escamilla

Mr. Sam Lancaster

Mr. Dennis Perry

Ms. Susan Rumsover

SUN CITY SHADOW HILLS

Mr. Scott Pessin

MEAGHAN GAFFNEY-HOWE, CMCA, AMS CHAIR

The 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.

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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

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

MARK DODGE, CMCA, AMS Branch President & CEO Associa Desert Resort Management

SECRETARY

BG (RET) GUIDO PORTANTE

Director, Mira Vista at Mission Hills HOA

TREASURER

JOLEN ZEROSKI, CMCA

VP, Regional Account Executive First Citizens Bank

DIRECTOR

ERIN KELLY

AVP, HOA Senior Manager Banc of California

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

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

or advertising. Readers should not act on the

Leena Danpour, Esq.

HPresident’s Message

Julie Balbini, Esq.

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

appy June! Let the summer begin! For me, June is a time to catch up. The slower pace and longer days make June a perfect time to plan. At CAI-CV, we are finalizing plans for a new website and association management system (AMS), called StarChapter, to run the back-office database, communications, and registration functions, among other things. Our hope is to launch the new system by the end of the month. We will be sending out more information soon.

Sadly, CAI-CV Executive Director, Cal Lockett, has announced that after 10 years with CAI, he plans to retire at the end of the year. CAI national will be leading the Chapter’s effort to find a new executive director, and we will keep you all informed throughout the search process this fall. We wish Cal all the best. Cal will be helping us plan for 2025, and we will be transferring some of the office responsibilities to our committees to make the transition as smooth as possible.

While Cal’s departure will be a challenge for the Chapter, we have some exciting news from the Board of Directors. Mark Dodge, Branch President and CEO of Desert Resort Management and Equity Management, both of which are Associa® companies, has agreed to serve as CAI-CV’s President-Elect for the remainder of 2024 and will become President of the Chapter in 2025. Mark, we are very grateful for your service and leadership.

One of my favorite events of the year is coming up next week. CAI-CV’s Comedy Night, hosted by the Chapter’s Professional Managers Committee, will be held at Sun City Palm Desert, on Friday, June 7, at 5:30 p.m. You don’t want to miss this evening of fun and laughter. We have a great lineup of professional comedians, including Cash Levy (Tonight Show and Dry Bar Comedy), Matt Kirshen (Jimmy Kimmel Live and Conan), and Samantha Hale (Laughs on Fox and Comedy Central). We always have great food and, of course, a full bar. You will laugh till it hurts! The proceeds of this event go to help fund the Chapter’s Carol A. Fulton Scholarship Fund. See page 16 for more information.

On Friday, June 21, we have our next Educational Program & Mini Trade Show. This is a BREAKFAST program, entitled “Managing Landscape, Turf Conversions, and Water Conservation.” Our guest speakers are Indio Mayor Pro Tem Glenn Miller, Partner, Southwest Landscape, Adam McWey, Conservation Manager, Coachella Valley Water District, and Jerry Parsons, Water Consultant, Deep Canyon Tennis Club HOA. Landscape and water management are two of the most important issues facing Valley HOAs. I know you will enjoy this informative program. More information can be found on page 23.

Our thanks to the Golf Committee for the most successful tournament in the Chapter’s history, held on Friday, May 3, at Sun City Palm Desert. The theme was Around the World in 18 Holes, with each hole being a different country sponsored by CAI members. The “Best Hole Booth” award went to Asphalt MD’s, and it was beyond anyone’s expectations. They transformed their section of the golf course into a bright and airy French bistro, with a full bar, shaded lounging areas and lovely French pastries and other delectable nibbles. The tournament was a “shotgun” start at 7:30 a.m., on the Santa Rosa course, with 132 players. There was even a $10,000 hole-in-one prize! Unfortunately, no one won it … this year. More than 170 attended the awards luncheon following the tournament. It was a fantastic day. See the photos on page 36.

CAI held its National Conference and Trade Show at Caesars Palace in Las Vegas from May 8 through May 11. Approximately 40 CAI-CV members attended. Clint Atherton, PCAM, LSM, General Manager of Sun City Palm Desert Community Association, Steven Shuey, PCAM, CCAM, and I were honored to be speakers at the Conference. Clint and I presented a program on conflict resolution, and Steven presented a program on ethics. Our thanks to the dinner sponsors who hosted networking dinners at three of Las Vegas’ best restaurants. We are grateful for the generosity of Mahendra Sami, CTP (Banc of California), Isaac Camancho (Accurate

Termite & Pest Control), AnneMarie Hernandez (EmpireWorks), William Brady and Eric Cole (Hotwire Communications), and to my company, Fiore Racobs & Powers, A PLC. A great time was had by all! See photos on page 29.

Thanks to guest speakers Alison Greiner, Esq., Senior Attorney, for the law firm of Adams Stirling, PLC, and CAI-CV Past President, Nena RutherfordMilward, CCAM, CMCA, AMS, PCAM, Association General Manager, Rancho La Quinta, for providing their expertise about restating governing documents at our Educational Lunch Program and Mini Trade Show, on Friday, May 17, at Sun City Palm Desert. It was an excellent program! See the photos and a list of 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 a healthy and safe June!

Congratulations to Renee Bender from Palm Desert Resorter Association, Reema Hawartheh from RealManage, and Michaela Morgan from WhiteStar Management for earning CAI’s Certified Manager of Community Associations (CMCA) designation. We wish all three of you great success in your careers!

Executive Director (ED) Cal Lockett has announced his retirement from CAI-CV in December. He has served as executive director for the past ten years. We wish Cal a wonderful retirement. CAI National will be conducting a search for a new ED beginning in the fall.

us

The Vineyards COACHELLA OWNERS ASSOCIATION

By Ashley Layton, PCAM, AMS, CMCA

AMENITIES INCLUDED IN THE $440 MONTHLY ASSESSMENT INCLUDE:

• Two pools and spas

• Two barbecues

• Tennis courts

• Pickleball courts

• Clubhouse with kitchen and mailroom

• Fitness center

• Billiards/Pool room

• Library

• Guardhouse

• Landscaping and lake

The Vineyards Coachella Owners Association is a luxurious and well-maintained motorcoach community nestled in the serene desert landscape in Coachella. With its proximity to various amenities such as casinos, restaurants, shopping centers and golf courses, residents have plenty of options for entertainment and leisure activities.

The association has 89 lots, of which 69 are built out ranging in price from $230k - $310k. Each lot is equipped with Class A RV parking and hook ups for a motorcoach. Every lot also comes with its own casita. There are two available floor plans for the casita, and each features an open concept kitchen/living room, laundry room, large washroom and a garage. Plan 3 models are slightly larger than the Plan 2 models and have an extra room that can be used as an office or den.

One board member said, “I think our location is a bonusnothing but desert from the east fence until Arizona. We are far away from all the crowded areas in the Valley. True peaceful and quiet.”

The community has taken steps to conserve resources by replacing pool and spa equipment with variable speed pumps, photocells for lighting that is also being updated to LED fixtures and reviewing smart controllers for irrigation.

Testimonials from the owners speak volumes -- “We love the Vineyards! We love having a casita with the large outside patio area to entertain our guests and friends. We appreciate the wonderful facilities and the beautiful landscaping.” And, “We love the desert and appreciate the green areas of the Vineyards and the Palm Springs area.”

The involvement of a five-member board, landscape and finance committees, underscores the community’s commitment to effective management and maintenance.

The association teams with reputable CAI-CV business partners including Southwest Landscape, Asphalt MDs, Delphi Law Group, Ivan’s Painting, Newman CPA, Powerstone Property Management, Automation Pride, and Banc of California (formerly Pacific Western Bank).

Overall, the Vineyards Coachella Owners Association offers a desirable lifestyle for those seeking luxury, comfort, and tranquility in the desert.

The Vineyards Coachella Owners Association is managed by Ashley Herrera, CCAM, Senior Community Manager with Powerstone Property Management. Ashley can be reached at 760-797-3063 or via email at aherrera@powerstonepm.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.)

ADUs: Strategic Solution to California’s Housing Shortage

By Leena Danpour, Esq.

Recent California laws enacted in 2023 and 2024, make it easier for homeowners to obtain permits for building accessory dwelling units (ADUs) on their lots. An ADU is an additional residential structure built on the same lot as a primary structure. These new California laws were enacted to increase the housing supply across the state, which, by doing so, significantly amends California state laws in favor of homeowners who want to build ADUs on their properties. The new laws have an astounding impact on the changes to housing infrastructures. Below is a breakdown of the changes to the process of approving an ADU, the location of where an ADU may be constructed, the allowable size of an ADU, and the occupancy and ownership

rights that homeowners now have in relation to their ADU.

THE PROCESS

Historically, when a building plan for a structure is being approved by a local agency, subjective measures will be used to determine whether the size and style fit into the overall aesthetic of a given area. That no longer is the case

"The recently passed ADU laws require that local agencies only follow objective standards when reviewing an ADU application, and the laws prohibit following any 'standard that involves personal or subjective judgment.'"

for ADUs. The recently passed ADU laws require that local agencies only follow objective standards when reviewing an ADU application, and the laws prohibit following any “standard that involves personal or subjective judgment.” Such objective standards may include, but are not limited to, the ADU’s size, height, and safety. But it does not stop there. If an ADU application is denied for being in non-compliance with an objective standard, the homeowner is entitled to receive a full and extensive set of comments with a list of items that are defective and how those defects can be remediated. Surprisingly these laws supersede an association’s governing documents that may contain contrary or prohibitive language.

THE LOCATION

An ADU may be attached to, or detached from, a primary dwelling. The recent laws now permit an ADU that is detached from a primary dwelling to be constructed in a garage. Further, a lot’s front yard setback can no longer be used to prohibit construction of an ADU, if there is no other alternative to allow for construction of an eight hundred (800) square feet ADU that meets height limits, provided it complies with a fourfoot side and rear setback.

THE SIZE

There are also now revised height limits for ADUs. An ADU can now be built as high as eighteen (18) feet, if it is detached from a primary dwelling and on a lot within one-half mile walking distance of a major transit stop or on a lot with an existing or proposed multi-family dwelling. However, if an ADU is attached to a primary dwelling, it can now be built as high as twenty-five (25) feet. This means that ADUs can now be built as tall structures, and potentially as a two-story structure.

OCCUPANCY AND OWNERSHIP

In a continued effort to relieve the housing shortage in California, local agencies are no longer allowed to impose owner-occupancy requirements on new or converted ADU projects.

However, the buck does not stop there. Local agencies in California are also now authorized to adopt ordinances that would allow homeowners to sell an ADU on their property as a condominium, separate and apart from their primary dwelling.

What does this mean for associations? It means that it will be difficult for associations and local agencies to stop homeowners from building ADUs on their lots, unless there is a good objective reason to do so. It also means that if an association denies a homeowner’s plan to build a non-ADU additional structure on their lot, savvy homeowners can then convert their plan to add an ADU to attempt to obtain approval, literally through the back door of this legislation. Once an ADU is built on a lot, the owner may be able to sell their ADU as a condominium and separate from their primary dwelling, if their

"Once an ADU is built on a lot, the owner may be able to sell their ADU as a condominium and separate from their primary dwelling, if their local agency adopts an ordinance to permit such action."

local agency adopts an ordinance to permit such action. Of course, this opens up many questions about whether the owner of the ADU would have rights in the community for amenities.

Can of worms anyone?

Leena Danpour, Esq. is an attorney with the law firm of SwedelsonGottlieb and exclusively represents Homeowners Associations in both litigation and transactional matters, providing corporate governance advice to boards of directors who serve associations throughout California. Leena also serves as the Chair of the CLAC-LSC Committee (California Legislative Action Committee and Legislative Support Committee). You may reach Leena at (310) 207-2207 Ext. 206 or by email at ld@sghoalaw.com.

"...an ADU is attached to a primary dwelling, it can now be built as high as twenty-five (25) feet"

Comedy Night

FRIDAY, JUNE 7, 2024

5:30 PM to 7:30 PM

SUN CITY PALM DESERT, SIERRA BALLROOM

COCKTAILS & HEAVY APPETIZERS

THANKS TO OUR SPONSORS

TITLE SPONSOR

Cash Levy

Tonight Show, Dry Bar Comedy

Matt Kirshen

Jimmy Kimmel Live, Conan

Samantha Hale

Laughs on Fox, Comedy Central

(A portion of the proceeds from this event to support the Carol Fulton Scholarship Fund for manager education.)

Associa Desert Resort Management SCHOLARSHIP SPONSOR

Sierra Dawn Estates HOA

BECOME A SCHOLARSHIP SPONSOR

$1,000

DOOR PRIZE SPONSOR

Asphalt MD’s

COMEDY BAR SPONSORS

C.L .Sigler & Associates

Enterprise Bank & Trust

Fiore Racobs & Powers, A PLC

Hotwire Communications

BECOME A BAR SPONSOR $600

GREETING SPONSOR

EmpireWorks

“Best event of the year” “I laughed and laughed out loud” “Funniest comedians” “Great clean comedy” “Laughing made my belly ache” “All for a great cause -- scholarships!”

MANAGERS AND COMMUNITY BOARD MEMBERS: $35

NON-SPONSOR BUSINESS PARTNERS: $100

REGISTER OR SIGNUP AT WWW.CAI-CV.ORG

SCAN QR CODE FOR AVALABLE SPONSORSHIPS

Stay Connected to CAI Advocacy in 2024!

By CAI’s Government & Public Affairs Department

More than 74.2 million Americans reside in homeowners associations, condominiums, housing cooperatives, and other planned communities. We hope to have fruitful and successful state legislative sessions in 2024.

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

If you would like any further information,

Landscaping from an Insurance Perspective

By John Schuknecht CMCA, AMS

Whether you have a green thumb or not, everyone appreciates a well-maintained landscaped property. Curb appeal is what all our communities are striving for. We know beautiful landscapes can help drive property values and for many of our HOAs, landscaping costs are one of the most expensive items in our budget.

An unmaintained landscape or run-down landscape can at times impact property values. It also can have the tendency to increase the likelihood of an insurance claim. Here are a few examples with some recommendations to help reduce the likelihood of having a landscape insurance-related claim. In the below examples, there are general liability examples and property examples. Please remember that general liability pays a third party, and property coverage would assist in property damage.

1. TREES - It is important that HOAs work with qualified and properly licensed arborists. The most frequent general liability claims we see are trip and fall claims. Trees, especially larger trees, can have an extremely large root system. Although I am not an arborist, it is my understanding that the root system of most trees grows toward the water source. Now that many of our HOAs have converted from grass, where our sprinklers watered a wide range on the surface, to desertscape where the irrigation targets one specific area, we may see tree roots moving to the surface to find water. Exposed roots can cause a tripping hazard in the common area, or they can lift sidewalks, pavers, etc. A related issue we see is tree roots growing into plumbing infrastructures. In the event tree roots do impact the plumbing infrastructure, property that is damaged may be covered but the repair to the plumbing infrastructure is generally not. So, it is important to work with a qualified arborist and maybe a plumber to properly trim and maintain trees as well as evaluate the root system and the tree’s proximity to plumbing infrastructure.

"You should consider monthly inspections with your landscape company and/or your security company to help identify areas needing attention."

2. WATER/IRRIGATION- Communities should work closely with their landscape company to monitor sprinklers. It can be difficult at times, but eliminating sprinkler overspray from hitting buildings and ending up on sidewalks is crucial. Over time, sprinkler overspray can damage your building's paint, stucco, and in severe cases, the structure itself. In other severe cases, it could lead to interior damage to a unit if the water seeps in through a slider or window. Additionally, water routinely hitting concrete, asphalt, etc., can not only damage and/or stain the surfaces but can also create a slipping hazard.

"It

can

be

difficult at times, but eliminating sprinkler overspray from hitting buildings and ending up on sidewalks is crucial."

3. SECURITY - Overgrown trees, shrubs, and plants can provide an opportunity for thieves to hide and provide them with access to hidden windows and doors. Make sure to consider security when planning landscape maintenance. It is also important to have proper and sufficient lighting that ties in with the HOA’s landscaping plans. Consider periodic inspections with your landscape and security companies to help identify areas needing attention. I am not an attorney, but you might also make sure you pay special attention to any resident complaints regarding landscaping and lighting. There are two cases where the topic was related to the HOA’s involvement in providing reasonably safe conditions. For more information you can review Martinez vs. Woodmar IV Condominium Association and Troy vs. Village Green Condominium.

Always let your legal counsel know if a resident complains about safety concerns in the common areas.

It’s important to prioritize landscaping aesthetics, but maintaining safe landscaping is the best insurance.

John Schuknecht, CMCA, AMS is an Account Representative at LaBarre/Oksnee. John can be reached at 657-207-4789 or JohnS@hoa-insurance.com

WELCOME ABOARD

By Meaghan Gaffney-Howe, CMCA, AMS

Established in 2007, Virtual Guard installs access control systems to communities looking to prevent crime and unwanted activity. They have spent hundreds of hours and millions of dollars researching and designing technology and strategies to effectively deal with long visitor wait times, as well as to ensure that all entry gate transactions are recorded comprehensively and properly. After two years of development and testing, Virtual Guard has implemented a mixture of technologies and strategies that sets them apart from others in the industry.

Their virtual gate attendant kiosk utilizes leading-edge technology to provide community access with features including homeowner portal/guest app capabilities, license plate recognition, face, vehicle, and license plate cameras, ID scanning, a smart keypad with SMS

Jude Hen Sales Representative/Security Consultant, Virtual Guard

text, two-way audio, and gate strike detection. Each community, as well as each resident within the community, is provided with a password-protected portal access to schedule visitors and manage household members.

As typical security cameras cannot prevent unwanted behaviors and onsite security can be costly, Virtual Guard has developed, in addition to their access control systems, remote video monitoring. This technology and accompanying software detect unauthorized activity and live, remote guards interact with

the site using audio warnings and/or alert security or local law enforcement of any unauthorized activity. Virtual Guard is pleased to offer this service as a solution to concerned communities, noting that the cost is 30% -70% less than the average onsite security cost.

Jude Hen is the Virtual Guard sales representative for our region. He can be reached at (310) 466-9330 or jude@virtualguard.com. Please visit www.virtualguard.com for more information on the services that are offered by Virtual Guard that can benefit and protect 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.

CAI-CV ANNUAL BOWLING TOURNAMENT

TITLE SPONSOR

B E A C H B A L L BOWLING

Friday, July 12, 2024, 5:30 PM

Palm Springs Lanes, 68051 Ramon Rd, Cathedral City

$35 Managers & Community Board Members

$100 Non-sponsor

Business Partners

Beach Attire

THANKS TO OUR SPONSORS

GREETING SPONSOR

Coachella Valley Public Safety

STRIKE SPONSORS

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Epsten, APC

Hotwire Communications

Securitas Security Services

DESSERT SPONSOR

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LANE SPONSORS

Asphalt MD’s X 2

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Flood Response X2

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REGISTRATION:

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Minimizing Landscape Irrigation Damage

Tips for Avoiding Problems and Challenges

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

Keeping our communities in the Coachella Valley lush, well-manicured and beautiful is important but challenging on many levels. Water reduction efforts, like desert landscaping, clearly benefit conservation efforts, but there is another benefit to consider. Water damage to HOA buildings from overspray and poorly maintained sprinklers can be devastating to our budgets. Desert landscape can cure this common problem. Coachella Valley Water District (CVWD) and other water agencies offer HOAs rebates and other incentives to convert turf to desert landscape.

One of the most common issues that seems to happen with higher-volume sprinklers is the misdirection of their spray. No matter how hard the landscape maintenance workers try, the sprinklers often get bumped or end up spraying things other than their intended target. Many times, rather than watering the lawns, flowers, or plants, they end up unintentionally watering the building walls or adjacent fencing. This creates staining and color issues due to the degradation of the paints or stains that have been applied, and generally are visible to the naked eye and become somewhat unsightly.

The watering of these surfaces can also create warping and decayed wood, and other deterioration that will reduce the remaining useful life of the surfaces that are being inappropriately (albeit accidentally) watered.

The best solution to this type of challenge is to maintain regular

communication with your landscape maintenance crew foreman and to do regular landscape walks to see where the sprinklers are aimed at the building or fence and have them make regular inspections and/or corrections as needed.

There are other solutions to these common problems as well. The placement or location of the sprinklers can be

"ONE OF THE MOST COMMON ISSUES THAT SEEMS TO HAPPEN WITH HIGHER-VOLUME SPRINKLERS IS THE MISDIRECTION OF THEIR SPRAY."

modified and moved farther away from the building, and the type of sprinkler heads can also be changed out. If vegetation near to the buildings or structures exists, discuss with your landscape maintenance company changing out the irrigation to either lower-volume systems or moving the irrigation farther away from the building than where it is currently located.

If the landscaping at your community is lush and is especially important to your residents and needs more irrigation than desert landscaping, consider changing the planting and vegetation nearest to the buildings or fencing to planting that requires less watering. Once you take that measure, you can modify the type of sprinklers accordingly to minimize damage. Pay constant and relentless attention to placement, direction, and

performance of your association’s sprinklers by way of regular site walks and communication with your landscape maintenance company. In addition, there are high tech solutions for your irrigation, such as satellite-controlled systems that will irrigate and water your vegetation based upon need and will generally ensure that over-watering does not occur.

No matter how challenging your community’s irrigation and vegetation may be, an attentive, thoughtful and forward-thinking approach to maintaining your irrigation systems can minimize unintended damages and over-watering, with the help and counsel of your knowledgeable 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 SB 326 inspections throughout the Coachella Valley. Chris is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. Located in Palm Desert, his firm serves the Coachella Valley and Riverside County, while serving the San Francisco Bay Area in Northern California from their San Jose Corporate office. Chris can be reached at 408-210-8003 or by email at chris@siglercm.com www. siglercm.com

Managing Landscape, Turf Conversions, and Water Conservation

Friday Morning, June 21, 8:00 a.m.

Sun City Palm Desert, 38180 Del Webb Blvd., Palm Desert, CA 92211

GUEST SPEAKER

Indio Mayor Pro Tem

Glenn Miller

Partner, Southwest Landscape

Adam McWey

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Jerry Parsons

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• Understanding & Managing Landscape Cost Increases

• When Does Turf Conversion Pay off?

• Saving Dollars with Water Conservation

• Predicting & Planning for Future Costs

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THANK YOU TO OUR SPONSORS

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CLAC SPONSOR

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NUTS AND BOLTS OF RESTRATING YOUR GOVERNING DOCUMENTS

THANK YOU!

Guest Speakers

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Navigating Senior Lifestyle: The Role of Homeowners Associations

By Dan Goodrich, PCAM, LSM

Living in a Homeowners Association (HOA) community offers numerous benefits for seniors seeking an active and supportive lifestyle. With a focus on community engagement, amenities, and maintenance services, HOAs provide a conducive environment for seniors to thrive. Let's jump into the unique aspects of senior lifestyle within an HOA setting.

COMMUNITY ENGAGEMENT AND SOCIAL OPPORTUNITIES

One of the primary advantages of living in an HOA community as a senior is the abundance of social opportunities. HOAs often organize various social events, clubs, and activities catered to residents of all ages. From book clubs to gardening groups, fitness classes to game nights, there's something for everyone to enjoy.

For seniors, these social interactions are invaluable. They provide opportunities to make new friends, stay mentally and emotionally engaged, and combat feelings of isolation. Whether it's a morning walk with neighbors or a community barbecue, HOA-sponsored events foster a sense of belonging and camaraderie among residents.

AMENITIES AND FACILITIES

HOA communities typically boast a wide array of amenities designed to enhance residents' quality of life. From fitness centers and swimming pools to walking trails and community centers, seniors have access to facilities that promote health, wellness, and recreation.

For seniors looking to stay active and maintain a healthy lifestyle, these amenities are essential. They provide convenient opportunities for exercise, relaxation, and leisure activities without having to leave the community. Additionally, many HOAs offer organized fitness classes and wellness programs tailored to seniors' needs and preferences.

MAINTENANCE-FREE LIVING

Another significant advantage of living in an HOA community as a senior is the convenience of maintenance-free living. HOAs can be responsible for managing and maintaining common areas, landscaping, and exterior building maintenance. This relieves seniors of the burden of household chores and upkeep, allowing them to focus on enjoying their retirement years.

For seniors with mobility issues or health concerns, maintenance-free living is particularly beneficial. They can rest assured knowing that the exterior of their home and the surrounding community are well-maintained and safe.

COMMUNITY SUPPORT AND ASSISTANCE

HOAs play a vital role in providing support and assistance to seniors within the community. Whether it's coordinating transportation services, organizing wellness checks, or connecting residents with local resources, HOAs strive to meet the diverse needs of their senior population. Additionally, HOA communities often have established relationships with healthcare providers, home care agencies, and senior service organizations. This network of support ensures that seniors have access to the care and assistance they need to age in place comfortably.

CONCLUSION

In conclusion, living in a Homeowners Association (HOA) community offers numerous benefits for seniors seeking an active and supportive lifestyle. From community engagement and social opportunities to amenities and maintenance-free living, HOAs provide a conducive environment for seniors to thrive. With a focus on promoting health, wellness, and community connection, HOAs play a crucial role in enhancing the senior lifestyle.

Daniel Goodrich, PCAM, LSM is the General Manager at Sierra Dawn Estates HOA, and is actively involved with the Chapter’s Professional Managers Committee. He is also Co-Chair of the Golf Committee. Dan can be reached at dan@sdehoa.com.

Aging Communities –Aging Residents

Do your residents want to stay put, and age gracefully in their homes? If so, check out this great book from CAI Press:

A Place to Age

The Retirement Generation in Community Associations

ISBN: 978-0-59618-075-8

2014, 44 pages

Author(s): Ellen Hirsch de Haan Product Format: Book Item #: 0758

Blooms Aren't Always Pretty

By Patrick Simmsgeiger

Algae blooms are a common phenomenon in lakes, ponds, and other bodies of water, often transforming once-clear waters into murky, green expanses. While algae are a natural component of aquatic ecosystems, their unchecked proliferation can lead to ecological imbalances and aesthetic degradation. Understanding the causes of algae blooms and implementing effective solutions is crucial for preserving the health and beauty of our waterways.

Algae blooms typically occur due to an excess of nutrients in the water, particularly nitrogen and phosphorus. These nutrients serve as food for algae, fueling their rapid growth and reproduction. The primary sources of nutrient pollution include agricultural runoff, urban stormwater runoff, and wastewater discharge. Additionally, factors such as warm temperatures, sunlight exposure, and stagnant water conditions can further exacerbate algae growth, creating ideal conditions for blooms to occur.

Addressing algae blooms requires a multifaceted approach that targets both the underlying causes and the symptoms of the problem. One effective strategy is the implementation of nutrient management practices to reduce the influx of nitrogen and phosphorus into water bodies. This can include measures such as minimizing fertilizer use, implementing vegetative buffers along waterways to trap sediment and nutrients, and upgrading wastewater treatment facilities to reduce nutrient discharge.

Certified Lake Managers play a crucial role in managing and mitigating algae blooms. These professionals possess specialized training and expertise in lake and pond management, allowing them to develop tailored solutions for addressing algae issues. From conducting water quality assessments to implementing algae control measures, Certified Lake Managers provide valuable guidance and support in preserving the health and beauty of aquatic ecosystems.

"COPPER-BASED ALGAECIDES ARE COMMONLY USED TO TARGET ALGAE POPULATIONS WHILE MINIMIZING HARM TO OTHER AQUATIC ORGANISMS."

When it comes to algae control, a variety of products and techniques are available to help manage blooms effectively. Copper-based algaecides are commonly used to target algae populations while minimizing harm to other aquatic organisms. These products work by disrupting algal cell membranes, ultimately leading to their demise. Additionally, biological controls such as beneficial bacteria can be used to naturally inhibit algae growth and restore water clarity. In water bodies with persistent algae problems, the use of specialized water dyes can be an effective complement to algaecides. These dyes limit sunlight penetration into the water, thereby reducing the availability of light energy for algal photosynthesis. As a result, algae growth is slowed, and water clarity is improved, enhancing the visual appeal of the water body.

Algae blooms pose significant challenges to the health and aesthetics of lakes, ponds, and other bodies of water. By understanding the underlying causes of blooms and implementing effective management strategies, collaboration with Certified Lake Managers, and the use of appropriate products and techniques, we can mitigate the impacts of algae blooms and ensure the long-term health and beauty of our waterways.

Patrick Simmsgeiger is a Certified Lake Manager with Diversified Waterscapes, Inc. He can be reached at (760) 837-3700 or by email to m6a2@dwiwater.com.

CAI-CV Members Attend CAI’s National Conference in Las Vegas

This year’s CAI Conference was a huge success. Educational sessions and conference activities were held at Caeser’s Palace. More than 3,200 people attended including nearly 100 members from foreign countries. About 40 CAI-CV members attended. CAI-CV hosted several networking dinners at local restaurants. Our thanks to dinner sponsors, CAI-CV President, Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC), Mehendra Sami, CTP (Banc of California), Isaac Camancho (Accurate Termite & Pest Control), AnneMarie Hernandez (EmpireWorks), and William Brady and Eric Cole (Hotwire Communications) who sponsored an entire dinner. Thank you! A great time was had by all!

SPONSOR

Associa Desert Resort Management’s goal is to help community associations be successful. We are a full-service management company specializing in resort lifestyle communities with a dedicated team of community management experts. From comprehensive HOA and condo management to secure financial services and on-demand maintenance, our full suite of services can help any association thrive.

We like to say that DRM helps make community happen. Why do we say this? Because creating a vibrant and engaged community doesn’t just happen on its own. It happens when you pay attention to the small details and the big picture. We will advise, recommend, and support Board of Directors on all the decisions and activities that can enhance and preserve the longevity of your community.

OUR MISSION: TO BRING POSITIVE IMPACT AND MEANINGFUL VALUE TO EVERY COMMUNITY.

HOA Complimentary Services

• Expert On-Site Consultation and Assistance

• Job Walk / Surface Checklist

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WESTERN PACIFIC Roof ing Corporation Since 1949

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Established in 1987 and part of the Associa management company network since 2010, Associa Desert Resort Management has served the greater Coachella Valley and the Lake Arrowhead and Big Bear Mountain areas for almost four decades. Our 400 team members in two branch offices lead the industry in professional certifications and designations and have helped hundreds of local associations achieve their vision. Our partnership with Associa has allowed us to serve our clients at an even higher level with world-class resources and robust technology. These resources, combined with our local expertise and personal service have uniquely positioned us to accomplish community goals and maintain long lasting relationships with our clients.

• Contractor Referral Service

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Services” Repairs • Re-roofing Roof Inspection • Maintenance Programs Polyurethane Foam • Built-up • Tile • Patios 3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912 FIND US ONLINE AT www.westpacroof.com

• Professional Interactive Digital Color Renerings Alison LeBoeuf HOA Account Executive (949) 294-3565 alison.l.leboeuf@sherwin.com

• Employee and Homeowner Discounts ASK SHERWIN WILLIAMS ABOUT YOUR NEXT REPAINT

Our family environment and culture are fundamental to our success. As a family, we stand firmly behind the concept of a united team, where everyone is valued, respected and above all, empowered to be their best for the good of each other and the communities we serve.

We are pleased to be a Titanium Sponsor for the Coachella Valley Chapter. CAI is the best resource for educational, social, and networking programs for all community management professionals and Board leaders. We hope our continued support helps CAI carry on its important work.

DESERT RESORT MANAGEMENT – An Associa® Company

42635 Melanie Place, Suite 103 | Palm Desert, CA 92211 | (760) 346-1161

CAIs’ Federal Update

By Dawn Bauman, CAE

THE FOLLOWING UPDATE IS FOR MAY, 2024. Regulatory News

INCREASE IN SALARY THRESHOLD FOR EXEMPT EMPLOYEES. The U.S. Department of Labor approved regulations to increase the threshold salary for exempt (salaries) employees.

Current- $35,568

July 1, 2024 - $43,888

Jan. 1, 2025 - $58,656

Starting July 1, the eligibility thresholds will be updated every three years based on current wage data.

NO MORE NON-COMPETES: On April 23, the Federal Trade Commission voted to ban noncompetes. The FTC voted 3-2 to ban non-compete agreements in all new employment contracts and overturn existing contractual agreements other than for senior executives.

BULK BILLING ARRANGEMENTS:

The chair of the Federal Communications Commission signaled an effort to ban or substantially change the ability for multi-family housing entities (apartments, condominiums, housing cooperatives, and homeowners associations) to enter bulk billing arrangements

for broadband services. Bulk billing arrangements provide lower cost access to higher speed and quality broadband services for homeowners. Visit www. caionline.org/takeaction to let your member of Congress and/or the FCC know why bulk billing is important to your community.

MORTGAGE LENDING FOR CONDOMINIUMS – FANNIE MAE & FREDDIE MAC

Fannie Mae and Freddie Mac continue to make minor modifications to lending guidelines in condominium associations and housing cooperatives. Modifications include provisions for reserve studies and funding, inspections, and insurance requirements. If you are experiencing lender delays or rejections in your condominium or housing cooperative community, let CAI know so we can share the information with Fannie Mae and Freddie Mac. Take a brief survey at www.caionline.org/ takeaction Fannie Mae and Freddie Mac have released additional information on ineligible projects to boards and their designated agents. Visit the CAI Advocacy Blog and search for Freddie Mac for more information. www.advocacy.caionline.org

CORPORATE TRANSPARENCY ACT

The Corporate Transparency Act is still the law for community associations. Communities must comply and file Beneficial Ownership Information (BOI) by Dec. 31. There is a lot of activity in the courts, active legislation in Congress, and regulatory guidance from the Financial Crimes Enforcement Network. I’ll break it down here.

THE COURTS

On March 1, the 3rd Circuit Federal Court in Alabama ruled the Corporate Transparency Act unconstitutional. The plaintiffs in the case are a small business owner and the National Small Business Association. The defendant, the Department of Treasury, immediately announced the court ruling only applies to the NSBA and the business owner. In other words, and importantly, the corporate transparency act still applies to community associations. As expected, the Department of Treasury appealed the court ruling and asked the court to expedite the

appeal. CAI submitted an amicus brief in the case.

Additional lawsuits have been filed by other organizations. These lawsuits created chaos and confusion. Nonetheless, community associations must comply by Dec. 31.

CONGRESS

There are two pieces of legislation in Congress that, if passed before the end of the session, will help community associations.

DELAY: S. 3625, the Senate companion bill to H.R. 5119 that passed the House of Representatives 400-1 is still in play. CAI continues to meet with Senate Democrats on the Senate Banking Committee to urge them to delay implementation of BOI filing by one year. Senate Republicans are willing to pass this bill, but Senate Democrats aren’t willing to budge.

REPEAL: The House is frustrated by the Senate’s lack of movement, so it introduced another bill, H.R. 8147, that will repeal the Corporate Transparency Act. This is a Republican dominated bill in the House. Visit www.caionline.org/takeaction to contact your member of Congress today.

DEPARTMENT OF TREASUERY FINANCIAL CRIMES ENFORCEMENT NETWORK

CAI met with FinCEN in mid-April to discuss the exemption request for community associations sent to the Department of Treasury in Dec. 2023. The FinCEN staff let CAI stakeholders know no exemptions are being considered at this time. The Department of Treasury has received numerous requests by different groups requesting exemptions. FinCEN staff say no additional exemptions have been authorized or approved by FinCEN. The staff believes Congress made the exemptions in the act extensive, and FinCEN is will “let things play out” without approving additional exemptions. The staff at FinCEN made it clear they are charged with carrying out the policy requirements of the act.

FinCEN released specific FAQs for homeowners associations that may be found here.

https://www.fincen.gov/boi-faqs

THE BOTTOM LINE

As of now, most community associations must comply and be prepared to file by Dec. 31 unless you qualify for an exemption (see note below or are otherwise not incorporated in a manner that requires compliance (ask your attorney).

CAI recognizes the many challenges related to these requirements such as the sharing of personal information in a government database, the burden on volunteer board members, and the exposure to criminal penalties and fines. The one piece of positive news is the administrative filing process for boards is straightforward. Board members can obtain their own FINCEN number (like a tax id number), and provide it to an individual (board member, management, attorney, consultant, the board’s chosen agent) to prepare the entire filing for the association.

CAI continues to request an exemption for community associations and urge Congress to delay or repeal this legislation for community associations.

DISASTER ASSISTANCE FAIRNESS ACT

CAI continues to advocate for fairness in receiving Federal Emergency Management Agency resources for community associations impacted by a disaster. Since Congress hasn’t moved much legislation this year, we are using the 2025 appropriations bill (funding the government) to try to get support for community associations.

Dawn M. Bauman, CAE, is the Chief Strategy Officer for the Community Associations Institute (CAI) and Executive Director of the Foundation for Community Association Research. Dawn can be reached at dbauman@ caionline.org.

CAI’S CALIFORNIA LEGISLATIVE ACTION COMMITTEE (CLAC)

ADVOCACY WEEK AT THE CAPITAL

By Mike Traidman

The California Legislative Action Committee (CLAC) has returned with their in-person advocacy week after a five-year delay due to the pandemic. On April 2 – April 4th over fifty CAI members from all eight California chapters descended upon the state capital in Sacramento to meet with legislators and staff members to update them on current issues affecting HOAs.

CAI’s advocate Louie Brown, Esq. led the effort and made appointments with over 100 Assembly and Senate offices. The group was divided into teams that met with the specific State Assemblymen, Senators, and staff members.

In addition to the in-person office visits, we also had a virtual component on Wednesday with over fifty CAI members attending remotely and talking to six legislators and staff.

HERE ARE THE BILLS WE DISCUSSED WITH THE LEGISLATORS:

AB–2159 – Electronic Voting – This bill will allow HOAs to use existing electronic voting for board elections and for changes to governing documents. Twenty-seven other states allow this already. CAI supports this bill, which is now in the Assembly committee.

SB 1470 – Construction Defect Cases – This bill reverses 60 years of precedent and would shift the burden of construction defects from the developer to homeowners. CAI opposes this bill.

AB-2114 – Building Standards Exterior Elevated Elements Inspection – This bill will allow civil engineers to also inspect CID’s balconies and other elevated elements. Currently, only structural engineers and architects can inspect. If passed this bill will expand the available experts for inspection and CAI supports the bill.

Insurance – Although no bills were discussed, we made our legislators aware of the crisis many HOAs are facing with respect to obtaining and affording insurance for their community. CAI is working with the insurance department to find solutions to help return the insurance companies who have left California, with the hope of reducing the catastrophic cost increases many HOAs are facing.

Representing the Coachella Valley chapter were Clint Atherton, PCAM (Sun City Palm Desert), Jolen Zeroski, CMCA (First Citizens Bank), Tony Michaelis (Montage at Mission Hills HOA), Mike Traidman (Mira Vista at Mission Hills HOA), and Cal Lockett (Executive Director, CAI-CV).

Mike Traidman is a director for CAI-CV and former president of the Chapter. He is president of Mira Vista at Mission Hills HOA and serves as a commissioner for CAMICB. Mike can be reached at mtraidman@yahoo.com.

It’s Time to Check Your Irrigation System

With daily triple-digit temperatures and increased water demand ahead, the month of June calls for homeowners to inspect irrigation systems for breaks and leaks.

A simple walk through of your landscape can help you spot instances that will increase your water bill:

• A broken sprinkler head can waste 25,000 gallons of water in six months.

• An irrigation system with a leak as small as the tip of a pen can waste more than 6,300 gallons of water per month.

Repairs can save thousands of gallons of water and hundreds of dollars in cost. To keep your system in tip-top shape, here are some issues to look for and fix.

Leaks – At irrigation valves, connection points, joints, sprinkler heads, drip irrigation lines.

Broken or missing sprinklers, drippers – While the system is running, look for sprinklers that do not pop up, drip lines that have been cut or moved out of place, small geysers.

Poor sprinkler coverage – Spray from one sprinkler should reach the adjacent one.

Sprinklers incorrectly aimed – Look for sprinklers that overspray or spray water onto areas outside the landscape.

Bad dripper spacing – Look for drippers that are on bare soil or not right next to plants.

Overwatering – Check for pooling water or runoff after irrigation.

Dry or dormant plants – Feel plants or grass to see if they are dry or brittle.

Runoff – If a plant’s water requirement is met but you see runoff, break up the irrigation into smaller intervals to allow the water to seep into the soil.

Irrigation schedule not seasonally adjusted – If you use a timer, follow a seasonal schedule. If you use a weather-based controller, it should be set to the weather-based mode. Irrigation controllers use local weather data to automatically adjust your irrigation schedule.

For eligible customers, Coachella Valley Water District will install and program a free smart irrigation controller that reduces the amount of water used in cooler months and increases the amount in the summer. Information: www.cvwd.org/conservation.

For more advice on sprucing up your sprinkler, visit this site: www.epa.gov/watersense

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

I

N

18 H O L E S

The Spring Golf Tournament was a huge success. Thanks to Allied Universal, our Title Sponsor, and all our generous sponsors, the 132 players, and to the 175 who attended the awards luncheon. Thanks also to the many business partners and management companies who donated door prizes. And a special thanks to Asphalt MD's for going above and beyond with their French Bistro hole booth design, which won "Best Booth" of the tournament. The CAI-CV Golf Committee

Thank You 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

FOOD SPONSORS

Payne Pest Management

Vista Paint Corporation

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

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

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.

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 community associations effectively.

THANK YOU TO OUR SPONSORS

TRADE SHOW EXHIBITORS

Banc of California

Canyon Print & Signs

C.L. Sigler & Associates

Hotwire Communications

Tinnelly Law Group

Vintage Landscape

REGISTRATION (MANAGERS AND ASSISTANT MANAGERS ONLY) $65

SPONSORSHIPS CLICK ON OR SCAN THE QR CODE

BREAKFAST SPONSOR

Epsten, APC

LUNCH SPONSORS

Enterprise Bank & Trust

Precision Construction & Painting

POWERPOINT SPONSORS

Accurate Termite & Pest Control

Associa Desert Resort Management

SPONSORSHIPS AVAILABLE

Sips SipsShots Shots & &

TITLE SPONSOR

Enjoy an evening under the stars at Shields Date Garden. Enjoy holiday shopping at the amazing silent auction and tour the gardens while sipping on extraordinary wines and tequila!

Friday, December 6, 2024 5:30 p.m.

Shields Date Garden

80225 Hwy 111, Indio (Je erson & 111)

Live & Silent Auction

More than $10K of auction items!

Plan Your Holiday Shopping!

Golf Outings, Coach Purses, Gift Cards, Luxury Items, Jewelry, Christmas Decor, & Much Much More!

$45 Members & Nonmembers

ADMISSION INCLUDES

• Champagne Reception

• Wine & Tequila Tasting

• $10,000 in Silent Auction Items

• Live Auction

• Shields’ Finest Dinner–Appetizers & Bu et

• Door Prizes & Grand Prize

• Self-guided Garden Tours

Community board members & managers receive a discount for attending the board & manager education on December 6th at 3:30 P.M. EDUCATION AND SIP & SHOTS FOR $25

Thanks

to our Sponsors Winter Wonderland

TITLE SPONSOR

Associa Desert Resort Management

TEQUILA TASTING SPONSOR

Ivan’s Painting & Maintenance

CHAMPAGNE SPONSOR

EmpireWorks

LIGHTING SPONSOR

Sun King Electric, Inc.

ENTERTAINMENT SPONSOR

Precision Construction & Painting

RESERVED TABLE SPONSORS

Associa Desert Resort Management

C.L. Sigler & Associates

Harvest Landscape

FOOD SPONSOR LaBarre/Oksnee Insurance Agency

SILENT AUCTION SPONSOR Fiore Racobs & Powers, A PLC

GRAND PRIZE SPONSOR Delphi Law Group, LLP

COCKTAIL NAPKIN SPONSOR Dunn-Edwards Corporation

CLAC SPONSOR Epsten, APC

SCHOLARSHIP SPONSOR NLB Consulting

SPONSORSHIPS

EASY ACCESS TO EVENT PHOTOS AND SPONSORS

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

JUNE

CAI-CV’S ANNUAL COMEDY NIGHT

WHEN: Friday, June 7, 2024, 5:30 p.m.

WHERE: Sun City Palm Desert, Sierra Ballroom

JULY

Friday, July 12, 2024, 5:30 p.m.

Palm Springs Lanes, Cathedral City CAI-CV's CAMDAY WHEN: Friday, July 26, 2024, 9:00 a.m. to 5:00 p.m. MANAGERS

CAI-CV

WHEN: Friday, June 21, 2024, 8:00 a.m.

TOPIC: Managing Landscapse, Turf Conversations &

WHERE: Sun City Palm Desert